BENIFICUS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BENIFICUS FOUNDATION (EIN 77-0444504)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349103454
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:54:15-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | 770444504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENIFICUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENI | BusinessNameControlTxt |
| Phone | 6503840240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 LAUREL STREET NO 717 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA S HAGER | PersonNm |
| Person Title | CEO/CFO | PersonTitleTxt |
| Phone | 6503840240 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A CHOJNACKI | PreparerPersonNm |
| PTIN | P00428607 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.204.21.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 11:48:07 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B97971AF2B6385AEF7959ACAF588BD8F8D7B38C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49C3ED6CC4A2DDA8F7F8C95636100B28621B816B | 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 | $320,679,580 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,959 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,959 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $230,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $230,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $830,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,659,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $829,581 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,675 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,584 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,089,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,087,770 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,608 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $184,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $111,287 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,260 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,161 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,040,011 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,040,011 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,277,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,148,071 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,188,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $973,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,472,328 | CashBOYAmt |
| Cash EOY | $5,526,482 | CashEOYAmt |
| Cash EOYFMV | $5,526,482 | CashEOYFMVAmt |
| Corporate Stock BOY | $244,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $118,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $299,558,394 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,433,143 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,699,344 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,594,704 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,149,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,344,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $320,679,580 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $19,149,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,344,277 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,149,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,344,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,149,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,344,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,149,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,188,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,526,630 | OtherIncreasesAmt |
| Subtotal | $18,488,371 | SubtotalAmt |
| Other Decreases | $144,094 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,344,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 269 SHS INVESCO LTD | P | 2017-07-07 | 2018-01-10 | $10,061 | $9,667 | $394 | $394 |
| 465 SHS KKR & CO INC | P | 2017-07-07 | 2018-07-10 | $12,373 | $8,616 | $3,757 | $3,757 |
| 541 SHS EMERSON ELECTRIC CO | P | 2016-08-15 | 2018-08-15 | $39,694 | $29,639 | $10,055 | $10,055 |
| 654 SHS XILINX INC | P | 2017-12-01 | 2018-04-18 | $44,713 | $44,638 | $75 | $75 |
| 1,331 SHS INVESCO LTD | P | 2017-07-07 | 2018-04-09 | $49,699 | $47,831 | $1,868 | $1,868 |
| 1,900 SHS KKR & CO INC | P | 2018-01-03 | 2018-08-06 | $50,611 | $41,661 | $8,950 | $8,950 |
| 846 SHS XILINX INC | P | 2017-12-01 | 2018-04-20 | $54,390 | $57,743 | -$3,353 | -$3,353 |
| 900 SHS ACTIVISION BLIZZARD INC | P | 2018-04-05 | 2018-11-08 | $56,594 | $60,164 | -$3,570 | -$3,570 |
| 1,600 SHS INVESCO LTD | P | 2017-07-07 | 2018-01-02 | $58,029 | $57,498 | $531 | $531 |
| 6,546 SHS GOLDMAN SACHS STRATEGIC INC | P | 2014-08-27 | 2018-10-03 | $60,870 | $68,768 | -$7,898 | -$7,898 |
| 1,700 SHS INVESCO LTD | P | 2017-07-07 | 2018-01-08 | $62,621 | $61,092 | $1,529 | $1,529 |
| 1,200 SHS EMERSON ELECTRIC CO | P | 2016-08-15 | 2018-01-17 | $87,901 | $65,742 | $22,159 | $22,159 |
| 100,000 SHS CATERPILLAR FINAN | P | 2016-10-06 | 2018-06-18 | $100,000 | $100,000 | $0 | $0 |
| 1,600 SHS STARBUCKS CORP | P | 2017-12-01 | 2018-11-26 | $104,662 | $91,494 | $13,168 | $13,168 |
| 2,500 SHS ORACLE CORP | P | 2018-04-18 | 2018-06-20 | $107,415 | $118,082 | -$10,667 | -$10,667 |
| 1,500 SHS EMERSON ELECTRIC CO | P | 2016-09-27 | 2018-08-15 | $110,059 | $77,520 | $32,539 | $32,539 |
| 4,339 SHS KKR & CO INC | P | 2017-07-07 | 2018-07-11 | $113,428 | $80,400 | $33,028 | $33,028 |
| 2,500 SHS ISHARES EUROPE ETF | P | 2018-01-03 | 2018-07-12 | $113,526 | $119,191 | -$5,665 | -$5,665 |
| 2,000 SHS XILINX INC | P | 2018-01-03 | 2018-04-20 | $128,582 | $138,800 | -$10,218 | -$10,218 |
| 4,796 SHS KKR & CO INC | P | 2017-07-07 | 2018-07-09 | $130,850 | $88,867 | $41,983 | $41,983 |
| 2,100 SHS STARBUCKS CORP | P | 2018-01-03 | 2018-11-26 | $137,370 | $123,389 | $13,981 | $13,981 |
| 1,000 SHS SALESFORCE.COM INC | P | 2017-04-05 | 2018-07-09 | $141,089 | $85,907 | $55,182 | $55,182 |
| 2,500 SHS TRIPADVISOR INC | P | 2017-12-18 | 2018-06-21 | $142,924 | $88,846 | $54,078 | $54,078 |
| 1,959 SHS EMERSON ELECTRIC CO | P | 2016-08-15 | 2018-08-09 | $145,406 | $107,324 | $38,082 | $38,082 |
| 2,900 SHS TRIPADVISOR INC | P | 2017-12-04 | 2018-06-21 | $165,792 | $100,797 | $64,995 | $64,995 |
| 2,500 SHS XILINX INC | P | 2017-09-27 | 2018-04-18 | $170,921 | $176,444 | -$5,523 | -$5,523 |
| 3,111 SHS ROKU INC | P | 2018-07-12 | 2018-08-30 | $188,986 | $149,702 | $39,284 | $39,284 |
| 3,189 SHS ROKU INC | P | 2018-07-12 | 2018-08-29 | $192,221 | $153,456 | $38,765 | $38,765 |
| 200,000 SHS JP MORGAN CHASE | P | 2014-11-12 | 2018-01-25 | $200,000 | $200,000 | $0 | $0 |
| 200,000 SHS PEPSICO INC | P | 2015-06-11 | 2018-04-30 | $200,000 | $200,000 | $0 | $0 |
| 3,400 SHS ACTIVISION BLIZZARD INC | P | 2018-02-21 | 2018-11-08 | $213,798 | $240,857 | -$27,059 | -$27,059 |
| 3,500 KRAFT HEINZ CO | P | 2017-12-01 | 2018-04-05 | $214,697 | $283,948 | -$69,251 | -$69,251 |
| 3,300 STARBUCKS CORP | P | 2017-10-11 | 2018-11-26 | $215,866 | $183,443 | $32,423 | $32,423 |
| 4,900 SHS ISHARES EUROPE ETF | P | 2017-05-09 | 2018-07-12 | $222,511 | $217,142 | $5,369 | $5,369 |
| 24,459 SHS GOLDMAN SACHS STRATEGIC INC | P | 2014-04-07 | 2018-10-03 | $227,469 | $259,186 | -$31,717 | -$31,717 |
| 5,300 SHS TRIPADVISOR INC | P | 2017-12-04 | 2018-05-11 | $258,367 | $184,216 | $74,151 | $74,151 |
| 1,600 SHS FACEBOOK INC | P | 2015-09-21 | 2018-03-20 | $263,626 | $152,596 | $111,030 | $111,030 |
| 5,700 SHS ORACLE CORP | P | 2017-04-05 | 2018-01-02 | $264,954 | $256,064 | $8,890 | $8,890 |
| 5,900 SHS ISHARES EUROPE ETF | P | 2018-01-24 | 2018-07-12 | $267,922 | $298,186 | -$30,264 | -$30,264 |
| SOCIAL + CAPITAL - LONG TERM | P | $140,435 | $140,435 | $140,435 | |||
| KPCB XII - LONG TERM | P | $42,438 | $42,438 | $42,438 | |||
| KPCB XV - SHORT TERM | P | $39,157 | $39,157 | $39,157 | |||
| KPCB XV - LONG TERM | P | $104,413 | $104,413 | $104,413 | |||
| THE BLACKSTONE GROUP LP - SHORT TERM | P | $1 | -$1 | -$1 | |||
| THE BLACKSTONE GROUP LP - LONG TERM | P | $1,799 | $1,146 | $653 | $653 | ||
| THE BLACKSTONE GROUP LP - 1231 GAIN | P | $1,405 | $1,405 | $1,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $829,581 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,406,628 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $296,021,835 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065558 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,608,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $236,203,532 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.006809 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,464,728 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $193,267,163 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $147,754 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $165,018,164 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000895 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,774,151 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $164,767,115 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053252 | DistributionYr5Rt |
| Total Distribution | 0.154790 | TotalDistributionRt |
| Average Distribution | 0.030958 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $375,623,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,628,558 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,739 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,638,297 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,148,071 | 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 | $9,739 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,739 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,739 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,450 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,450 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,711 | OverpaymentAmt |
| Applied To ES Tax | $24,711 | 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 | 0 | 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 | BARBARA S HAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503840240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 LAUREL STREET 717 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| L JOHN DOERR III | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANN HOWLAND DOERR | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BARBARA S HAGER | ||||||||
| 751 LAUREL STREET 717 | SAN CARLOS | CA | 94070 | CEO/CFO | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $367,902,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,422,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,019,007 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $381,343,853 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $381,343,853 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,720,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $375,623,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,781,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,781,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,739 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $14 | IncomeTaxAmt |
| Total Tax | $9,753 | TotalTaxAmt |
| Distributable Before Adj | $18,771,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,771,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,771,432 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,148,071 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,148,071 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,739 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,138,332 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,771,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,437,553 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,148,071 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,437,553 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,710,518 | 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 | $6,060,914 | 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 | L JOHN DOERR III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | 501 (C) 3 CHARITY | CHARITABLE | $250,000 |
| ASPEN VALLEY LAND TRUST | ||||||
| 320 MAIN STREET SUITE 204 | CARBONDALE | CO | 81623 | 501 (C) 3 CHARITY | CHARITABLE | $150,000 |
| AVENIDAS | ||||||
| 450 BRYANT ST | PALO ALTO | CA | 94301 | 501 (C) 3 CHARITY | CHARITABLE | $5,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 501 (C) 3 CHARITY | CHARITABLE | $1,006,924 |
| COMPUTER HISTORY MUSEUM | ||||||
| 1401 NORTH SHORELINE BOULEVARD | MOUNTAIN VIEW | CA | 94043 | 501 (C) 3 CHARITY | CHARITABLE | $100,000 |
| CURIODYSSEY | ||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | 501 (C) 3 CHARITY | CHARITABLE | $250,000 |
| HOMELESS PRENATAL PROGRAM | ||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | 501 (C) 3 CHARITY | CHARITABLE | $5,000 |
| ICA CRISTO REY ACADEMY | ||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 94110 | 501 (C) 3 CHARITY | CHARITABLE | $25,000 |
| NEW SCHOOLS FUND | ||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | 501 (C) 3 CHARITY | CHARITABLE | $3,090,560 |
| RAPHAEL HOUSE | ||||||
| 1065 SUTTER ST | SAN FRANCISCO | CA | 94109 | 501 (C) 3 CHARITY | CHARITABLE | $10,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 4001 NORTH 1ST STREET | SAN JOSE | CA | 95134 | 501 (C) 3 CHARITY | CHARITABLE | $100,000 |
| SMARTHISTORY INC | ||||||
| 10 WOODBROOK RD | PLEASENTVILLE | NY | 10570 | 501 (C) 3 CHARITY | CHARITABLE | $250,000 |
| ST ANTHONY FOUNDATION | ||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | 501 (C) 3 CHARITY | CHARITABLE | $100,000 |
| THE ALLIANCE FOR CLIMATE PROTECTION | ||||||
| 750 9TH STREET NW SUITE 520 | WASHINGTON | DC | 20001 | 501 (C) 3 CHARITY | CHARITABLE | $5,028,026 |
| THE BARACK OBAMA FOUNDATION | ||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | 501 (C) 3 CHARITY | CHARITABLE | $8,369,501 |
| THE MUSEUM OF LANGUAGE ARTS | ||||||
| 1300 I ST NW SUITE 400E | WASHINGTON | DC | 20005 | 501 (C) 3 CHARITY | CHARITABLE | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,040,011 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,959 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $4 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230,646 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $91 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,584 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,146 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $829,581 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,241 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,087,770 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,089,011 | 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 | 1 | LineNumberTxt |
| Relationship Statement | N/A | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOOGLE CLASS A (118,653 SHS) | $29,380 | $123,987,639 |
| AMAZON | $9,059 | $69,728,957 |
| GOOGLE CLASS C | $25,228 | $105,669,502 |
| VERACYTE | $54,784 | $172,296 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY | AT COST | $6,887,517 | $7,575,697 |
| THE SOCIAL+CAPITAL PARTNERSHIP | AT COST | $3,219,328 | $5,650,580 |
| KPCB XII LLC | AT COST | $2,126,855 | $1,686,261 |
| KPCB XV LLC | AT COST | $465,644 | $682,166 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS OF STOCK DONATED | $125,980 |
| BASIS ADJUSTMENT TEMPLETON FUND | $6,192 |
| PTP ADJUSTMENTS | $11,922 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $6,265 | $6,265 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--KPCB XII | $4,045 | $4,045 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--KPCB XV | $22,231 | $22,231 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--SOCIAL+CAPITAL | $78,239 | $78,239 | $0 | $0 |
| PORTFOLIO DEDUCTIONS--THE BLACKSTONE GROUP LP | $653 | $507 | $0 | $0 |
| PROGRAM RELATED INVESTMENT EXPENSES | $73,260 | $0 | $0 | $73,260 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BLACKSTONE GROUP LP | Desc |
| Revenue And Expenses Per Books | $2,675 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,584 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| STOCK DONATIONS MADE | $17,495,011 |
| OTHER ADJUSTMENTS TO BOOK INCOME | $31,619 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $15,000 | $0 | $0 | $0 |
| STATE TAXES | $10 | $0 | $0 | $0 |
| FEES | $20 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $2,638 | $2,608 | $0 | $0 |
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