HP FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HP FOUNDATION (EIN 94-2618409)
Tax period
2017-11-01 to 2018-10-31
Filed
2019-07-30
IRS object ID
201902119349100310
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-07-30T15:54:49-05:00ReturnTs
Tax Period End2018-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1635 CAMPBELL TECHNOLOGY PARKWAYAddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP950085071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942618409EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHPFOBusinessNameControlTxt
Phone8589244341PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 PAGE MILL RD NO MS1300AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH MCISAACPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8589244341PhoneNum
Signature2019-07-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY M LOMAZZIPreparerPersonNm
PTINP00281327PTIN
Phone4085587500PhoneNum
Preparation2019-07-23PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.129.7.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-23IPDt
IP Tm15:17:12IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id901C808DC14D3F71A9B98E161B2652987DB9BA63AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$59,486,331FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,729InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,729InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,484,915DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,484,915DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$661,594NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,850,782GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$661,594CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,152,238TotalRevAndExpnssAmt
Total Net Invst Incm$2,152,238TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$556LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$556LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$36,437AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$18,219AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$18,218AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$517,097OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$345,714OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$42,537TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$892,676OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$170OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,065,979OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,489,303TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,389TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,430,467TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,095,082ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,101,310ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,584,385TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,389TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,531,777TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,432,147ExcessRevenueOverExpensesAmt
Net Investment Income$2,126,849NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$30,427,394SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,963SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,963SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$151,284PrepaidExpensesBOYAmt
Prepaid Expenses EOY$108,747PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$108,747PrepaidExpensesEOYFMVAmt
Other Investments BOY$33,401,733OtherInvestmentsBOYAmt
Other Investments EOY$59,370,621OtherInvestmentsEOYAmt
Other Investments EOYFMV$59,370,621OtherInvestmentsEOYFMVAmt
Total Assets BOY$63,980,411TotalAssetsBOYAmt
Total Assets EOY$59,486,331TotalAssetsEOYAmt
Total Assets EOYFMV$59,486,331TotalAssetsEOYFMVAmt
Accounts Payable BOY$175,593AccountsPayableBOYAmt
Accounts Payable EOY$173,800AccountsPayableEOYAmt
Grants Payable BOY$249,176GrantsPayableBOYAmt
Grants Payable EOY$242,947GrantsPayableEOYAmt
Total Liabilities BOY$424,769TotalLiabilitiesBOYAmt
Total Liabilities EOY$416,747TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$63,555,642UnrestrictedBOYAmt
Unrestricted EOY$59,069,584UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$63,555,642TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$59,069,584TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,980,411TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$59,486,331TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,555,642TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,432,147ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$60,123,495SubtotalAmt
Other Decreases$1,053,911OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$59,069,584TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
HPF BLACKROCK LRG CAP INDEX FD$4,259,415$3,788,408$471,007$471,007
HPF BLACKROCK INTERNATIONAL$548,000$519,905$28,095$28,095
HPF BLACKROCK US TTL BOND FUND$1,827,730$1,880,875-$53,145-$53,145
CAPITAL GAINS DIVIDENDS$215,637$215,637$215,637P
FieldValueIRS element (for citing)
Capital Gain Net Income$661,594CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,166,017AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$34,033,447NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.122409DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,062,057AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$34,179,610NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.177359DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,381,671AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$68,296,449NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.078799DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,373,727AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$62,943,196NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.180698DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,711,840AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$46,541,005NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.144213DistributionYr5Rt
Total Distribution0.703478TotalDistributionRt
Average Distribution0.140696AverageDistributionRt
Net Vl Noncharitable Assets$63,680,686NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,959,618AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$21,268NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,980,886AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,531,777QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$42,537InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$42,537SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$42,537TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$151,630EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$151,630TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$109,093OverpaymentAmt
Applied To ES Tax$109,093AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8589244341PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11501 PAGE MILL RD NO MS1300AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TRACY S KEOGH
1501 PAGE MILL ROAD MS-1300PALO ALTOCA94304AUDIT COMMITTEE CHAIR2.00$0$0$0
DEBORAH MCISAAC
1501 PAGE MILL ROAD MS-1300PALO ALTOCA94304EXECUTIVE DIRECTOR2.00$0$0$0
ALEX CHO
1501 PAGE MILL ROAD MS-1300PALO ALTOCA94304BOARD MEMBER2.00$0$0$0
CHRISTOPH SCHELL
1501 PAGE MILL ROAD MS-1300PALO ALTOCA94304BOARD MEMBER2.00$0$0$0
STEVE FILER
1501 PAGE MILL ROAD MS-1300PALO ALTOCA94304CHIEF FINANCIAL OFFICER2.00$0$0$0
KATIE COLENDICH
1501 PAGE MILL ROAD MS-1300PALO ALTOCA94304SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
MBO PARTNERS
13454 SUNRISE VALLEY DRIVE 300HERNDONVA20171PROJECT MANAGEMENT$222,566
DYD CREATIVE SOLUTION
10333 HARWIN DRIVEHOUSTONTX77036TECHNICAL CONSULTING$139,230
PS COMPUTER
MANAGEMENT CONSULTING$74,496HIGHVIEW HOUSE 8 CHAPEL ROADWEST END SOUTHAMPTONUKSO303FH
DAVE PERSOHN CONSULTING
1240 NW 20TH STREETCORVALLISOR97330PROJECT MANAGEMENT$55,540
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$63,225,851AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,315,845AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$108,747FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$64,650,443TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$64,650,443AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$969,757CashDeemedCharitableAmt
Net Vl Noncharitable Assets$63,680,686NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,184,034MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,184,034MinimumInvestmentReturnAmt
Tax Based On Investment Income$42,537TaxBasedOnInvestmentIncomeAmt
Total Tax$42,537TotalTaxAmt
Distributable Before Adj$3,141,497DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,141,497DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,141,497DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,531,777ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,531,777QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,531,777AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,141,497DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,403,081ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,974,451ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,226,672ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,513,294ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,489,766ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$22,607,264TotalExcessDistributionCyovAmt
Qualifying Distributions$5,531,777QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,141,497AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,390,280RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$24,997,544TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,403,081ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,594,463ExcessDistriCyovToNextYrAmt
Excess From Year4$8,974,451ExcessFromYear4Amt
Excess From Year3$2,226,672ExcessFromYear3Amt
Excess From Year2$4,513,294ExcessFromYear2Amt
Excess From Year1$2,489,766ExcessFromYear1Amt
Excess From Current Year$2,390,280ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEXECUTIVE DIRECTOR - HP FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11501 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8589244341RecipientPhoneNum
Form And Info And MaterialsTHERE IS NO REQUIRED FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED. GRANT REQUESTS SHOULD INCLUDE THE FOLLOWING INFORMATION: A DESCRIPTION OF THE ORGANIZATION, ITS HISTORY AND OVERALL PURPOSE, THE SPECIFIC PURPOSE, NEED AND AMOUNT OF GRANT REQUESTED, CURRENT FINANCIALS STATEMENTS, A DETALED BUDGET SHOWING HOW A CASH GRANT WOULD BE SPENT, SOURCES AND STATUS OF OTHER FUNDING, A LIST OF KEY PERSONNEL AND QUALIFICATION OF STAFF AND EVIDENCE OF THE ORGANIZATION'S TAX EXEMPT STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsHP FOUNDATION DOES NOT RESTRICT GRANTS BY GEOGRAPHICAL AREAS. IT ONLY GIVES TO INSTITUTIONS IN THE UNITED STATES WHICH ARE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ONLY FOR 501(C)(3) PURPOSES OUTSIDE THE UNITED STATES. IT PROVIDES GRANTS FOR PROGRAMS WHICH STRESS AND ENHANCE THE UNDERSTANDING OF SCIENCE, ENGINEERING, TECHNOLOGY AND MEDICINE AND ACADEMIC ORGANIZATIONS IN THE ARTS AND HUMAN SERVICES FIELD WHEN CREATIVE BRIDGES BETWEEN SCIENCES AND THE HUMANITIES CAN BE BUILT. HOWEVER, THE FOUNDATION DOES NOT MAKE PHILANTHROPIC GRANTS TO: ORGANIZATIONS WHICH ARE NOT TAX EXEMPT; INDIVIDUALS, SECTARIAN OR DENOMINATIONAL GROUPS; AGENCIES WHICH PRACTICE OR PROMOTE DISCRIMINATORY OR PARTISAN POLICIES, POLITICAL ACTIVITIES, CAUSES WHICH OFFER SPECIFIC DIRECT BENEFITS TO GRANTORS, AND INDIVIDUAL'S RESEARCH PROJECTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ONLINE GIVING FOUNDATION
2454 N MCMULLEN BOOTH RD 431CLEARWATERFL33759N/APCCHARITABLE$2,077,402
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006N/APCCHARITABLE$300,000
ASHOKA
1700 NORTH MOORE STREET 2000ARLINGTONVA22209N/APCCHARITABLE$50,000
E4E EMPLOYEE RELIEF
220 N TRYON STREETCHARLOTTENC28202N/APCCHARITABLE$50,000
INFO TECHNOLOGY DISASTER RESOURCE CTR
PO BOX 79146FT WORTHTX76179N/APCCHARITABLE$75,000
INTERNATIONAL FEDERATION OF RED CROSS & RED CRESCENT SOCIETIES
420 LEXINGTON AVENUE SUITE 2811NEW YORKNY10170N/APCCHARITABLE$50,000
NATIONAL ASSN COMMUNITY COLLEGE EDUCATION
ONE DUPONT CIRCLE NW SUITE 410WASHINGTONDC20036N/APCCHARITABLE$40,000
RISE AGAINST HUNGER
3733 NATIONAL DRIVE SUITE 200RALEIGHNC27612N/APCCHARITABLE$7,650
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FARFIELDCT06825N/APCCHARITABLE$50,000
SILICON VALLEY COMMUNITY FOUNDATION
2440 W EL CAMINO REAL SUITE 300MOUNTAIN VIEWCA94040N/APCCHARITABLE$560,307
TIPPING POINT COMMUNITY
220 MONTGOMERY ST 850SAN FRANCISCOCA94104N/APCCHARITABLE$100,000
UNITED NATIONS DEVELOPMENT PROGRAM
1 UNITED NATIONS PLAZANEW YORKNY10017N/APCCHARITABLE$50,000
WASHINGTON UNIVERSITY
7425 FORSYTH BOULEVARD CAMPUS BOXST LOUISMO63105N/APCCHARITABLE$928,8981228
YOUTH FOR TECHNOLOGY FOUNDATION
119 EVERGREEN ROAD PO BOX 436411LOUISVILLEKY40253N/APCCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,344,257TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ONLINE GIVING FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12454 N MCMULLEN BOOTH RD 431AddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33759ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLEGrantOrContributionPurposeTxt
Amt$242,947Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$242,947TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,729ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,484,915ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$661,594ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,152,238ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,152,238TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT & TAX CONSULTING FEESCategoryTxt
Amt$36,437Amt
Net Investment Income$18,219NetInvestmentIncomeAmt
Disbursements Charitable Prps$18,218DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEWLETT-PACKARD ENTERPRISE FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 HANOVER STREET MS 1048AddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Grant2015-11-03GrantDt
Grant$34,029,840GrantAmt
Purpose Of GrantCAPITAL ENDOWMENT GRANTPurposeOfGrantTxt
Expended By Grantee$9,272,852ExpendedByGranteeAmt
Any Diversion By GranteeNO KNOWLEDGE OF DIVERSION OF FUNDSAnyDiversionByGranteeTxt
Dates Of Reports By Grantee12/15/17, 02/05, 02/16, 04/05, 06/20, 07/31, 08/30, 10/16, 10/30 & 10/31/18DatesOfReportsByGranteeTxt
Results Of VerificationOF THE TOTAL $34,029,840 EXPENDITURE RESPONSIBILITY GRANT MADE TO THE HEWLETT-PACKARD ENTERPRISE FOUNDATION, $3,343,185 WAS A QUALIFYING DISTRIBUTION OF INCOME BY THE HP FOUNDATION. THE HEWLETT-PACKARD ENTERPRISE FOUNDATION HAS MET ALL REQUIRED COMLIANCE WITH THE OUT OF CORPUS DISTRIBUTION RULES (TREASURY REG. 53.4942(A)-3(D)(2)). GRANTS TREATED AS QUALIFYING DISTRIBUTIONS OF INCOME WITH RESPECT TO THE HP FOUNDATION MAY NOT BE USED BY THE HEWLETT-PACKARD ENTERPRISE FOUNDATION TO MEET THAT FOUNDATION'S REQUIRED MINIMUM DISTRIBUTION OF INCOME (TREASURY REG. 53.4942(A)-3). THESE FUNDS MUST BE REDISTRIBUTED AS REQUIRED OUT OF CORPUS DISTRIBUTIONS. ALL OUT OF CORPUS AND EXPENDITURE RESPONSIBILITY REPORTS FOR TAX YEAR ENDING OCTOBER 31, 2018 HAVE BEEN RECEIVED. THE HEWLETT-PACKARD ENTERPRISE FOUNDATION WILL PROVIDE OVERSIGHT ON ALL ER GRANTS MADE BY THE HP FOUNDATION UNTIL THE FINAL GRANT REPORT IS RECEIVED.ResultsOfVerificationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK U.S. AGGREGATE BOND INDEXFMV$18,162,640$18,162,640
BLACKROCK RUSSELL 1000 LARGE CAP INDEXFMV$31,318,107$31,318,107
BLACKROCK ISHARES MSCI EAFE INTL INDEXFMV$9,889,874$9,889,874

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$556LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$556DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS)Desc
Amt$1,053,911Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$25,100$0$25,000
CASH MATCH PROGRAM EXPENSES$188,836$0$223,713
HP LIFE PROGRAM EXPENSE$631,630$0$792,502
OTHER PROGRAM EXPENSE$20,560$0$20,587
CONNECTION SPOT$26,380$0$4,177
INVESTMENT EXPENSE$170$170$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$7,000$7,000$0
CONTRACTOR FEES$510,097$0$345,714

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$42,537Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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