2019-07-30T15:54:49-05:00 2018-10-31 910189318 MOSS ADAMS LLP 635 CAMPBELL TECHNOLOGY PARKWAY CAMPBELL CA 950085071 990PF 2017-11-01 942618409 HP FOUNDATION HPFO 8589244341 1501 PAGE MILL RD NO MS1300 PALO ALTO CA 94304 DEBORAH MCISAAC EXECUTIVE DIRECTOR 8589244341 2019-07-23 1 GREGORY M LOMAZZI P00281327 4085587500 2019-07-23 12.129.7.100 2019-07-23 15:17:12 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 901C808DC14D3F71A9B98E161B2652987DB9BA63 2017 2019-02-21 02:37:17Z X 59486331 X X 5729 5729 1484915 1484915 661594 6850782 661594 2152238 2152238 0 0 0 556 0 556 36437 18219 18218 517097 7000 345714 42537 0 0 892676 170 1065979 1489303 25389 1430467 4095082 4101310 5584385 25389 5531777 -3432147 2126849 30427394 6963 6963 151284 108747 108747 33401733 59370621 59370621 63980411 59486331 59486331 175593 173800 249176 242947 424769 416747 X 63555642 59069584 63555642 59069584 63980411 59486331 63555642 -3432147 0 60123495 1053911 59069584 HPF BLACKROCK LRG CAP INDEX FD 4259415 3788408 471007 471007 HPF BLACKROCK INTERNATIONAL 548000 519905 28095 28095 HPF BLACKROCK US TTL BOND FUND 1827730 1880875 -53145 -53145 CAPITAL GAINS DIVIDENDS P 215637 215637 215637 661594 0 4166017 34033447 0.122409 6062057 34179610 0.177359 5381671 68296449 0.078799 11373727 62943196 0.180698 6711840 46541005 0.144213 0.703478 0.140696 63680686 8959618 21268 8980886 5531777 42537 0 42537 0 42537 151630 0 0 151630 0 109093 109093 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 1 1 N/A THE ORGANIZATION 8589244341 1501 PAGE MILL RD NO MS1300 PALO ALTO CA 94304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 TRACY S KEOGH 1501 PAGE MILL ROAD MS-1300 PALO ALTO CA 94304 AUDIT COMMITTEE CHAIR 2.00 0 0 0 DEBORAH MCISAAC 1501 PAGE MILL ROAD MS-1300 PALO ALTO CA 94304 EXECUTIVE DIRECTOR 2.00 0 0 0 ALEX CHO 1501 PAGE MILL ROAD MS-1300 PALO ALTO CA 94304 BOARD MEMBER 2.00 0 0 0 CHRISTOPH SCHELL 1501 PAGE MILL ROAD MS-1300 PALO ALTO CA 94304 BOARD MEMBER 2.00 0 0 0 STEVE FILER 1501 PAGE MILL ROAD MS-1300 PALO ALTO CA 94304 CHIEF FINANCIAL OFFICER 2.00 0 0 0 KATIE COLENDICH 1501 PAGE MILL ROAD MS-1300 PALO ALTO CA 94304 SECRETARY 2.00 0 0 0 NONE 0 MBO PARTNERS 13454 SUNRISE VALLEY DRIVE 300 HERNDON VA 20171 PROJECT MANAGEMENT 222566 DYD CREATIVE SOLUTION 10333 HARWIN DRIVE HOUSTON TX 77036 TECHNICAL CONSULTING 139230 PS COMPUTER HIGHVIEW HOUSE 8 CHAPEL ROAD WEST END SOUTHAMPTON UK SO303FH MANAGEMENT CONSULTING 74496 DAVE PERSOHN CONSULTING 1240 NW 20TH STREET CORVALLIS OR 97330 PROJECT MANAGEMENT 55540 0 0 63225851 1315845 108747 64650443 0 0 64650443 969757 63680686 3184034 3184034 42537 42537 3141497 0 3141497 0 3141497 5531777 0 5531777 0 5531777 3141497 0 0 4403081 8974451 2226672 4513294 2489766 22607264 5531777 0 0 0 3141497 2390280 0 0 24997544 0 0 0 0 0 0 4403081 20594463 8974451 2226672 4513294 2489766 2390280 X EXECUTIVE DIRECTOR - HP FOUNDATION 1501 PAGE MILL ROAD PALO ALTO CA 94304 8589244341 THERE 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. THERE ARE NO SUBMISSION DEADLINES HP 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. AMERICAN ONLINE GIVING FOUNDATION 2454 N MCMULLEN BOOTH RD 431 CLEARWATER FL 33759 N/A PC CHARITABLE 2077402 AMERICAN RED CROSS 2025 E STREET NW WASHINGTON DC 20006 N/A PC CHARITABLE 300000 ASHOKA 1700 NORTH MOORE STREET 2000 ARLINGTON VA 22209 N/A PC CHARITABLE 50000 E4E EMPLOYEE RELIEF 220 N TRYON STREET CHARLOTTE NC 28202 N/A PC CHARITABLE 50000 INFO TECHNOLOGY DISASTER RESOURCE CTR PO BOX 79146 FT WORTH TX 76179 N/A PC CHARITABLE 75000 INTERNATIONAL FEDERATION OF RED CROSS & RED CRESCENT SOCIETIES 420 LEXINGTON AVENUE SUITE 2811 NEW YORK NY 10170 N/A PC CHARITABLE 50000 NATIONAL ASSN COMMUNITY COLLEGE EDUCATION ONE DUPONT CIRCLE NW SUITE 410 WASHINGTON DC 20036 N/A PC CHARITABLE 40000 RISE AGAINST HUNGER 3733 NATIONAL DRIVE SUITE 200 RALEIGH NC 27612 N/A PC CHARITABLE 7650 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FARFIELD CT 06825 N/A PC CHARITABLE 50000 SILICON VALLEY COMMUNITY FOUNDATION 2440 W EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 N/A PC CHARITABLE 560307 TIPPING POINT COMMUNITY 220 MONTGOMERY ST 850 SAN FRANCISCO CA 94104 N/A PC CHARITABLE 100000 UNITED NATIONS DEVELOPMENT PROGRAM 1 UNITED NATIONS PLAZA NEW YORK NY 10017 N/A PC CHARITABLE 50000 WASHINGTON UNIVERSITY 7425 FORSYTH BOULEVARD CAMPUS BOX 1228 ST LOUIS MO 63105 N/A PC CHARITABLE 928898 YOUTH FOR TECHNOLOGY FOUNDATION 119 EVERGREEN ROAD PO BOX 436411 LOUISVILLE KY 40253 N/A PC CHARITABLE 5000 4344257 AMERICAN ONLINE GIVING FOUNDATION 2454 N MCMULLEN BOOTH RD 431 CLEARWATER FL 33759 N/A PC CHARITABLE 242947 242947 14 5729 14 1484915 18 661594 0 2152238 0 2152238 1 N/A 0 0 0 0 0 0 0 0 0 0 AUDIT & TAX CONSULTING FEES 36437 18219 18218 HEWLETT-PACKARD ENTERPRISE FOUNDATION 3000 HANOVER STREET MS 1048 PALO ALTO CA 94304 2015-11-03 34029840 CAPITAL ENDOWMENT GRANT 9272852 NO KNOWLEDGE OF DIVERSION OF FUNDS 12/15/17, 02/05, 02/16, 04/05, 06/20, 07/31, 08/30, 10/16, 10/30 & 10/31/18 OF 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. BLACKROCK U.S. AGGREGATE BOND INDEX FMV 18162640 18162640 BLACKROCK RUSSELL 1000 LARGE CAP INDEX FMV 31318107 31318107 BLACKROCK ISHARES MSCI EAFE INTL INDEX FMV 9889874 9889874 LEGAL FEES 556 0 556 UNREALIZED GAIN (LOSS) 1053911 BANK SERVICE CHARGES 25100 0 25000 CASH MATCH PROGRAM EXPENSES 188836 0 223713 HP LIFE PROGRAM EXPENSE 631630 0 792502 OTHER PROGRAM EXPENSE 20560 0 20587 CONNECTION SPOT 26380 0 4177 INVESTMENT EXPENSE 170 170 0 INVESTMENT MANAGEMENT FEES 7000 7000 0 CONTRACTOR FEES 510097 0 345714 FEDERAL TAXES 42537 0 0