HOPELAB FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOPELAB FOUNDATION INC (EIN 77-0560011)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349105859
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T15:30:52-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770534410 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPREHENSIVE FINANCIAL MANAGEMENT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 University Ave 200 | AddressLine1Txt |
| City | Los Gatos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | 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 | 770560011 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hopelab Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 6505695900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 California St No 1150 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dan Cawley | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 6505695900 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Roger V Hansen | PreparerPersonNm |
| PTIN | P00294980 | PTIN |
| Phone | 4083583316 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.79.212.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 15:30:48 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ECAC0B7B388FC4A8DC11359CD8D0A851AD1EBB4A | 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 | $22,325,605 | 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 | $13,492,776 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $57,154 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,154 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $57,154 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,772 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,772,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,949,864 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $78,901 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,635,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,007,018 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $136,055 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $868,973 | 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 | $868,973 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,383,151 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,258,202 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $816,576 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $816,576 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $86,146 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $86,146 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $65,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $65,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,154,865 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,154,865 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $544,549 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $801,772 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $291,533 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $574,826 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $574,826 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $459,543 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $459,543 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $18,971 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $18,971 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,194,048 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,945 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,945 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,479,221 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,458,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,945 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,584,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $314,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $314,147 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,772,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,945 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,898,442 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,863,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,999,073 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $128,110 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,350,049 | CashBOYAmt |
| Cash EOY | $9,021,076 | CashEOYAmt |
| Cash EOYFMV | $9,021,076 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,207,620 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,398,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,398,102 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $32,627 | AcctRcvblAmt |
| Acct Rcvbl BOY | $174,054 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $32,627 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $32,627 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $83,825 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $277,764 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $277,764 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,123,768 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $560,740 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,849,405 | LandBOYAmt |
| Land EOY | $1,563,028 | LandEOYAmt |
| Land EOYFMV | $1,563,028 | LandEOYFMVAmt |
| Other Assets BOY | $3,514,148 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,033,008 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,033,008 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,179,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,325,605 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,325,605 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $887,380 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $824,034 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $215,713 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $181,750 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $4,362,324 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,741,034 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,465,417 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,746,818 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,821,491 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,870,821 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $10,892,193 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $13,707,966 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,713,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,578,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,179,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,325,605 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,713,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,863,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,929 | OtherIncreasesAmt |
| Subtotal | $17,578,787 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,578,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 15,000 shares PayPal Holdings Inc | 1996-05-20 | 2018-11-19 | $1,203,473 | $1 | $1,203,472 | $1,203,472 |
| 45,000 shares PayPal Holdings Inc | 1996-05-20 | 2018-11-20 | $3,497,745 | $1 | $3,497,744 | $3,497,744 |
| 15,000 eBay Inc | 1996-05-20 | 2018-11-20 | $421,592 | $1 | $421,591 | $421,591 |
| 45,000 shares PayPal Holdings Inc | 1996-05-20 | 2018-11-21 | $3,560,703 | $1 | $3,560,702 | $3,560,702 |
| 45,000 eBay Inc | 1996-05-20 | 2018-11-21 | $1,283,472 | $1 | $1,283,471 | $1,283,471 |
| 15,000 shares PayPal Holdings Inc | 1996-05-20 | 2018-11-23 | $1,178,992 | $1 | $1,178,991 | $1,178,991 |
| 15,000 eBay Inc | 1996-05-20 | 2018-11-23 | $429,327 | $1 | $429,326 | $429,326 |
| 45,000 eBay Inc | 1996-05-20 | 2018-11-26 | $1,295,667 | $1 | $1,295,666 | $1,295,666 |
| MSIF Ultra-Short Income Fund | 2018-01-08 | 2018-01-24 | $1,000,000 | $1,000,008 | -$8 | -$8 |
| MSIF Ultra-Short Income Fund | 2018-01-08 | 2018-03-08 | $976,868 | $976,876 | -$8 | -$8 |
| Treasury Bills | 2017-11-06 | 2018-10-11 | $3,250,000 | $3,207,799 | $42,201 | $42,201 |
| Treasury Bills | 2018-01-08 | 2018-03-29 | $6,875,000 | $6,855,463 | $19,537 | $19,537 |
| Treasury Bills | 2018-10-25 | 2018-11-29 | $2,400,000 | $2,395,529 | $4,471 | $4,471 |
| Treasury Bills | 2018-11-28 | 2018-12-27 | $8,400,000 | $8,387,292 | $12,708 | $12,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,949,864 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $78,901 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,714,064 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,621,432 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.550150 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,064,153 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,161,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.562311 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,613,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,732,499 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.427981 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,000,434 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,383,736 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.659910 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,007,042 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,863,639 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.843725 | DistributionYr5Rt |
| Total Distribution | 11.044077 | TotalDistributionRt |
| Average Distribution | 2.208815 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,137,455 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,435,838 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $129,991 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,565,829 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,898,442 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $259,981 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $259,981 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $259,981 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $451,431 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $451,431 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $191,450 | OverpaymentAmt |
| Applied To ES Tax | $191,450 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | www.hopelab.org | WebsiteAddressTxt |
| Individual With Books | Dan Cawley | IndividualWithBooksNm |
| Phone | 6505695900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 California St Ste 1150 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Pamela K Omidyar | ||||||||
| 3465 Waialae Avenue 210 | Honolulu | HI | 96816 | Board Chair/Member | 2.00 | $0 | $0 | $0 |
| Jeff Alvord | ||||||||
| 720 University Ave Ste 200 | Los Gatos | CA | 95032 | Board Chair | 5.00 | $0 | $0 | $0 |
| Eric Langshur | ||||||||
| 111 East Wacker Drive Suite 300 | Chicago | IL | 60601 | Board Member | 2.00 | $0 | $0 | $0 |
| Stefano Bertozzi | ||||||||
| 2121 Berkeley Way 5302 | Berkeley | CA | 94720 | Board Member | 2.00 | $0 | $0 | $0 |
| Margaret Laws | ||||||||
| 100 California St Ste 1150 | San Francisco | CA | 94111 | President & CEO | 40.00 | $414,312 | $41,977 | $0 |
| Dan Cawley | ||||||||
| 100 California St Ste 1150 | San Francisco | CA | 94111 | Secretary, COO | 40.00 | $290,914 | $37,729 | $0 |
| Needhi Parikh | ||||||||
| 100 California St Ste 1150 | San Francisco | CA | 94111 | Treasurer | 2.00 | $163,747 | $44,260 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Shane Brentham | ||||||||
| 100 California St Ste 1150 | San Francisco | CA | 94111 | Vice President, Mark | 40.00 | $253,042 | $39,485 | $0 |
| Chris McCarthy | ||||||||
| 100 California St Ste 1150 | San Francisco | CA | 94111 | Vice President, Stra | 40.00 | $255,316 | $35,387 | $0 |
| Jana Haritatos | ||||||||
| 100 California St Ste 1150 | San Francisco | CA | 94111 | Vice President, Rese | 40.00 | $223,353 | $30,636 | $0 |
| Fred Dillon | ||||||||
| 100 California St Ste 1150 | San Francisco | CA | 94111 | Senior Director, Str | 40.00 | $210,257 | $35,849 | $0 |
| Rosa Lopez | ||||||||
| 100 California St Ste 1150 | San Francisco | CA | 94111 | Office Manager | 40.00 | $201,236 | $29,238 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 21 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Landscape Studios | |||||
| 428 Waller Street | San Francisco | CA | 94117 | Marketing & Communications | $352,363 |
| The Bridgespan Group | |||||
| 2 Copley Place Suite 3700B | Boston | MA | 02116 | Consultant for Strategic Design | $250,950 |
| Patricia M Price | |||||
| 2446 Byron Street | Berkeley | CA | 94702 | Consultant for NFP Project | $158,124 |
| BluePath Health | |||||
| 926 Sir Francis Drake 101C | Kentfield | CA | 94904 | Consultant for Quokka Project | $149,876 |
| Charmaine Kyle | |||||
| 141 Girard Ave | Sausilito | CA | 94965 | Consultant for Strategic Design | $137,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 16 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Program activities related to cancer:Hopelab continued distribution and marketing activities to support use of Re-Mission 2 online games and mobile app designed to support treatment adherence in teens and young adults with cancer. The games are publicly available free of charge at www.re-mission2.org and the mobile app is available for free via Google Play and iTunes. We are actively working on marketing efforts to disseminate the learnings of Re-Mission to a wide audience. Hopelab continued to explore behavioral interventions for adolescents and young adult (AYA) cancer patients and survivors. In development is a chatbot that promotes psychological resilience by empowering young adults to direct their own care as they leave treatment and begin a new life beyond cancer. The intervention teaches 7 positive psychology skills in the hopes of decreasing stress and anxiety and increasing positive emotions. The chatbot is being developed and tested on Facebook messenger. | Description1Txt |
| Expenses1 | $2,846,818 | Expenses1Amt |
| Description2 | Program activities related to the maternal and child health:Hopelab engaged in a partnership with Nurse-Family Partnership (NFP), an evidence-based program empowers first-time mothers living in poverty to successfully change their lives and the lives of their children through evidence-based nurse home visiting. The NFP program boasts outcomes such as 70% reduction in pre-term births for smokers, 48% reduction in child abuse and neglect, and 67% reduction in behavioral and intellectual problems at age six. The goal of this collaborative project is to allow this program to better meet the needs of today's "digital native" teen / young adult mother, to improve program engagement and retention, and help the NFP program reach even more moms. Hopelab continued our work developing a digital platform focused on helping moms in the NFP program set and achieve goals. Product development, usability and efficacy testing on this app will continue through 2019. | Description2Txt |
| Expenses2 | $2,964,609 | Expenses2Amt |
| Description3 | Program activities related to improving the mental and emotional well-being of teens:Hopelab continued to investigate the nature of resilience and its role in supporting both psychological well-being and physical health of young adults. In 2018 we began design research work on college campuses with young people to understand what peer connection looks like in their real-world experience. We spent time surveying research literature and found support that loneliness is impacting Generation Z at exponential rates. In fact, Gen Z is one of the loneliest generations to date. The health impacts include higher depressive symptoms, poorer sleep quality, heighted risk of suicide and self-harm behavior. We engaged in a partnership with Grit Digital Health, an expert in college campus outreach, to design an intervention to help students achieve meaningful social connections. We will continue product development, usability and efficacy testing through 2020. | Description3Txt |
| Expenses3 | $2,212,228 | Expenses3Amt |
| Description4 | Program activities related to innovation and design:Hopelab serves as the fiscal agent for the Innovation Learning Network (ILN), a member-based organization that connects innovators working across healthcare systems on design techniques. The ILN hosts weekly virtual programming sessions and quarterly events that share innovation and design techniques with member organizations. The ILN is founded on key guiding principles that include innovation prowess, deep curiosity, and connection with others. The ILN is a global, organizational-based network that spans design and innovation consultancies, health foundations, health care delivery systems, consumer goods, and tech-focused organizations. | Description4Txt |
| Expenses4 | $607,871 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,363,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,098,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,906,427 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,367,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,367,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $230,520 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,137,455 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $756,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,898,442 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,898,442 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,898,442 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-08-02 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $128,110 | CurrentYearAmt |
| Year1 | $14,379 | Year1Amt |
| Year2 | $920 | Year2Amt |
| Year3 | $2,482 | Year3Amt |
| Total | $145,891 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $108,894 | CurrentYearAmt |
| Year1 | $12,222 | Year1Amt |
| Year2 | $782 | Year2Amt |
| Year3 | $2,110 | Year3Amt |
| Total | $124,007 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,898,442 | CurrentYearAmt |
| Year1 | $8,714,064 | Year1Amt |
| Year2 | $8,064,153 | Year2Amt |
| Year3 | $9,613,882 | Year3Amt |
| Total | $37,290,541 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $314,147 | CurrentYearAmt |
| Year1 | $151,025 | Year1Amt |
| Year2 | $613,321 | Year2Amt |
| Year3 | $1,543,315 | Year3Amt |
| Total | $2,621,808 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,584,295 | CurrentYearAmt |
| Year1 | $8,563,039 | Year1Amt |
| Year2 | $7,450,832 | Year2Amt |
| Year3 | $8,070,567 | Year3Amt |
| Total | $34,668,733 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $504,582 | CurrentYearAmt |
| Year1 | $500,717 | Year1Amt |
| Year2 | $172,056 | Year2Amt |
| Year3 | $224,417 | Year3Amt |
| Total | $1,401,772 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Pamela K Omidyar | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UCBFung Fellowship | ||||||||||||
| University of California Berkely | College of Engineering McLaughlin H | Berkeley | CA | 94720 | EOF | Unrestricted Gift for Wellness Technology Innovations. | $15,000 | |||||
| Affect Mental Health | ||||||||||||
| 907 Westwood Blvd Suite 414 | Los Angeles | CA | 90024 | EOF | Helps build human centered menatal health solutions that allow everyone to thrive, regardless of ability to pay. | $25,000 | ||||||
| Crisis Text Line | ||||||||||||
| PO Box 1144 | New York | NY | 10159 | EOF | In support of confidential text message service for people in crisis. | $10,000 | ||||||
| UCSF Prism Grant | ||||||||||||
| 1001 Potrero Ave Bldg 10/UCSF Box | 1364 | San Francisco | CA | 94143 | EOF | The Promoting Research in Social Media and Health Symposium (PRISM Health Symposium) is a one-day research symposium that fosters a collaborative learning community for researchers in social media and health- Vulnerable Populations. | $10,000 | |||||
| UC Regents RiversideDr Sonja Lyubomirsky | ||||||||||||
| Dept of Psychology 900 University | Ave | Riverside | CA | 92521 | EOF | Social Geonomics & Benefits of Kindness -testing critical differences between online and in-person delivery of kind acts, and examine whether the benefits of prosocial behavior are, in part, due to the inherently social nature of these acts, or if kindness itself is a key ingredient. | $44,730 | |||||
| QTNFY | ||||||||||||
| PO Box 423 | Perry Hall | MD | 21128 | NC | Measures of Loneliness - [1] Establish an Opt-in Data Program for creating and maintaining a volunteer group of AYAs.[2] Develop Quantified Measures of Loneliness from social and digital life data.[3] Design a Data Integration and Use Strategy via an in-person design workshop with HopeLab and Qntfy principals. | $47,617 | ||||||
| Olga Husson | ||||||||||||
| I | This project seeks to describe the impact of cancer on the lives of adolescent and young adult cancer survivors, as well as to examine the relationship between the perceived impact of cancer with psychological well-being and health-related quality of life. The project will seek to understand to what extent, if any, perceived impact of cancer mediates independent effects of demographic and illness-related variables on psychological well-being and health-related quality of life. | $4,500 | Strijbeekseweg 54C / 4856 AB | Strijbeek | NL | None | ||||||
| Emma Lidington | ||||||||||||
| I | This project seeks to describe the impact of cancer on the lives of adolescent and young adult cancer survivors, as well as to examine the relationship between the perceived impact of cancer with psychological well-being and health-related quality of life. The project will seek to understand to what extent, if any, perceived impact of cancer mediates independent effects of demographic and illness-related variables on psychological well-being and health-related quality of life. | $500 | 19 Corinium Gate | UK | None | St Albans | ||||||
| Trustees of the University of Pennsylvania E Falk | ||||||||||||
| 3620 Walnut Street Room 200 | Philadelphia | PA | 19104 | EOF | With support from Hopelab, we propose to relate teens and young adults social network properties to (a) brain activity during persuasive messages, (b) individual longitudinal behaviors, and (c) large-scale response to persuasive messages. | $60,000 | ||||||
| University of Arizona | ||||||||||||
| Dept of Psychology PO Box 210068 | Tuscon | AZ | 85721 | EOF | Studying Objective Social Engagement - proposed pilot-project is to (a) further develop (i.e. implement the automatic extraction of a broader set of behaviors), (b) test (i.e. use existing EAR data to test the extraction accuracy compared against hand-coded "ground truth" behavior), and calibrate/optimize (i.e. identify ways of pre-processing the EAR sound files to increase the extraction accuracy) the EARCoder. | $44,000 | ||||||
| Northwestern | ||||||||||||
| 2040 Sheridan Road | Evanston | IL | 60208 | EOF | 1. Giving advice and feedback on chatbot content (e.g., reviewing drafts of content) for AYA cancer project.2. Providing feedback on mood measurement strategy. | $2,800 | ||||||
| Nurse Family Partnership | ||||||||||||
| 1900 Grant Street 4th Floor | Denver | CO | 80203 | EOF | Goal Mama Launch | $10,000 | ||||||
| All Mental Health | ||||||||||||
| 5839 Yale Ave | Richmond | CA | 94805 | EOF | Support All Mental Health (AMH) in developing a broadly useful and affordable digital CBT intervention based upon. | $40,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $314,147 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,154 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,772 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,926 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Pierre M Omidyar Trust | |||||||
| 1 | 720 University Ave Ste 200 | Los Gatos | CA | 95032 | $12,864,100 | Yes (X) | |
| Well Being Trust | |||||||
| 2 | 436 14th Street Suite 1120 | Oakland | CA | 94612 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 15,000 shares PayPal common stock | $1,226,100 | 2018-11-19 |
| 1 | 45,000 shares PayPal common stock | $3,484,650 | 2018-11-20 |
| 1 | 15,000 shares eBay common stock | $421,950 | 2018-11-20 |
| 1 | 45,000 shares PayPal common stock | $3,549,750 | 2018-11-21 |
| 1 | 45,000 shares eBay common stock | $1,280,250 | 2018-11-21 |
| 1 | 15,000 shares PayPal common stock | $1,177,800 | 2018-11-23 |
| 1 | 15,000 shares eBay common stock | $428,350 | 2018-11-23 |
| 1 | 45,000 shares eBay common stock | $1,295,250 | 2018-11-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $65,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $65,200 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $86,146 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $86,146 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right-of-Use Asset | Desc |
| BOY Book Value | $3,514,148 | BOYBookValueAmt |
| EOY Book Value | $3,033,008 | EOYBookValueAmt |
| EOYFMV | $3,033,008 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Books and Publications | $2,117 | $0 | $0 | $2,117 |
| Internet and Online Services | $14,757 | $0 | $0 | $14,757 |
| Office supplies | $72,386 | $0 | $0 | $72,386 |
| Dues, Subscriptions and Memberships | $73,843 | $0 | $0 | $73,843 |
| Insurance | $23,215 | $0 | $0 | $23,215 |
| Staff Development and Training | $369,837 | $0 | $0 | $369,837 |
| Direct Study | $61,817 | $0 | $0 | $61,817 |
| Events | $120,666 | $0 | $0 | $120,666 |
| License and Fees | $192,352 | $0 | $0 | $192,352 |
| Other Study | $16,370 | $0 | $0 | $16,370 |
| Project Supplies | $22,923 | $0 | $0 | $22,923 |
| Promotional Materials | $13,520 | $0 | $0 | $13,520 |
| Bank Charges | $7,945 | $7,945 | $7,945 | $0 |
| Public Relations | $40,324 | $0 | $0 | $40,324 |
| Equiment Lease, Repairs and Maintenance | $10,566 | $0 | $0 | $10,566 |
| Furniture | $13,290 | $0 | $0 | $13,290 |
| Computer Supplies | $79,778 | $0 | $0 | $79,778 |
| Office Storage | $7,445 | $0 | $0 | $7,445 |
| Telephone and Cellular | $50,897 | $0 | $0 | $50,897 |
| Accrual to Cash Adjustment | $0 | $0 | $0 | $293,118 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on securities | Desc |
| Amt | $1,929 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Capital Lease Payable | $11,877 | $8,025 |
| Excise Tax payable | $83,988 | $0 |
| Lease Liability | $4,266,459 | $3,733,009 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Other Professional Fees | CategoryTxt |
| Amt | $2,154,865 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,154,865 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise Tax | $267,277 | $0 | $0 | $524,500 |
| Payroll Tax | $277,272 | $0 | $0 | $277,272 |
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