HEWLETT PACKARD ENTERPRISE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HEWLETT PACKARD ENTERPRISE FOUNDATION (EIN 47-5011215)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-09-13
- IRS object ID
- 201912569349100216
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-13T13:31:43-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 MARKET STREET- 4TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475011215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEWLETT PACKARD ENTERPRISE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | HEWL | BusinessNameControlTxt |
| Phone | 2027724468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 G STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGG MELINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2027724468 | PhoneNum |
| Signature | 2019-09-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD J REITMEYER | PreparerPersonNm |
| PTIN | P01321175 | PTIN |
| Phone | 2152972100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.113 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 12486720192565000091 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-09-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DD190A912A364DA14B50EEF01AE8D3366EE1126C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C38342DB16B38D913E42CDCB0F3C4681FBBC50F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,474,642 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,346,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,041,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $775,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,391,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,214,560 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $1,136 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,122,063 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,256,889 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,320 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,320 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,836 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,918 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,641 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,871 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $52,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,552 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $205,887 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,375 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $176,324 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $406,914 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $174,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $198,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,956,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,956,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,363,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $174,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,154,452 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,758,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,082,173 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,743,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,094,390 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,094,390 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,242,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,242,156 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,094,990 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,094,990 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $36,710,446 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Assets BOY | $21,218 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,106 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $43,106 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $62,475,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,474,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,474,642 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $303,479 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,116 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $303,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,116 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $62,172,174 | UnrestrictedBOYAmt |
| Unrestricted EOY | $69,422,526 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,172,174 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,422,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,475,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,474,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,172,174 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,758,982 | ExcessRevenueOverExpensesAmt |
| Other Increases | $245,766 | OtherIncreasesAmt |
| Subtotal | $71,176,922 | SubtotalAmt |
| Other Decreases | $1,754,396 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,422,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US DEBT INDEX FUND B | P | $9,233,100 | $8,909,231 | $323,869 | $323,869 |
| RUSSELL 1000 INDEX FUND B | P | $28,307,177 | $29,262,938 | -$955,761 | -$955,761 |
| S/T HPEF TR: RUS INDX FD | P | $229,149 | $229,149 | $229,149 | |
| S/T HPEF TR: US DEBT INX FD | $359 | -$359 | -$359 | ||
| L/T HPEF TR: RUSS INX FD | P | $1,481,908 | $1,481,908 | $1,481,908 | |
| L/T HPEF TR: US DEBT INX FD | P | $4,529 | -$4,529 | -$4,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,214,560 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,077,105 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $61,830,376 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082113 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,851,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,669,548 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.162713 | DistributionYr2Rt |
| Total Distribution | 0.244826 | TotalDistributionRt |
| Average Distribution | 0.122413 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $62,631,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,666,957 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,822 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,697,779 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,154,452 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,643 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $61,643 | SubtotalAmt |
| Tax Based On Investment Income | $61,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,364 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $28,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $99,364 | TotalPaymentsAndCreditsAmt |
| Overpayment | $37,721 | OverpaymentAmt |
| Applied To ES Tax | $37,721 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027724468 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 G STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| GREGG MELINSON | ||||||||
| 709 G STREET NW | WASHINGTON | DC | 20001 | PRES/EXEC DIRECTOR/BOARD MEM | 1.5 | $0 | $0 | $0 |
| HENRY GOMEZ RESIGNED | ||||||||
| 709 G STREET NW | WASHINGTON | DC | 20001 | BOARD CHAIRMAN | 0.5 | $0 | $0 | $0 |
| JOHN SCHULTZ | ||||||||
| 709 G STREET NW | WASHINGTON | DC | 20001 | BOARD MEMBER | 0.5 | $0 | $0 | $0 |
| KATE HOLDERNESS | ||||||||
| 709 G STREET NW | WASHINGTON | DC | 20001 | BOARD MEMBER | 0.5 | $0 | $0 | $0 |
| BRIAN TIPPENS | ||||||||
| 709 G STREET NW | WASHINGTON | DC | 20001 | BOARD MEMBER | 0.5 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENEVITY | |||||
| 32 W 25TH AVENUE | SAN MATEO | CA | 94403 | 0 | $205,443 |
| GOLDMAN SACHS | |||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | 0 | $83,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,367,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,109,306 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,108,544 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,585,672 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,585,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $953,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,631,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,131,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,131,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,643 | TotalTaxAmt |
| Distributable Before Adj | $3,069,951 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,069,951 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,069,951 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,154,452 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,154,452 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,154,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,069,951 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $2,667,873 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,003,722 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,671,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,154,452 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,069,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,501 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,756,096 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,756,096 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,667,873 | ExcessFromYear2Amt |
| Excess From Year1 | $2,003,722 | ExcessFromYear1Amt |
| Excess From Current Year | $84,501 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICA ONLINE GIVING FOUNDATION | ||||||||
| PO BOX 1010 | SAFETY HARBOR | FL | 34695 | NONE | PC | HPE GIVES EMPLOYEE MATCHING AND COMMUNITY IMPACT GRANTS | $2,402,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | NONE | PC | HPE GIVES EMPLOYEE MATCHING AND COMMUNITY IMPACT GRANTS | $112,500 | SUITE 300 |
| WASHINGTON UNIVERSITY | ||||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | NONE | PC | ENDOWED SCHOLARSHIP FUND | $25,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 1663 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | DISASTER RESPONSE PROGRAM | $250,000 | |
| YWCA SILICON VALLEY | ||||||||
| 375 SOUTH THIRD STREET | SAN JOSE | CA | 95112 | NONE | PC | CURATED PATHWAYS TO INNOVATION | $166,667 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,956,167 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,346,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $775,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,122,063 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,122,063 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HEWLETT PACKARD ENTERPRISE COMPANY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 HANOVER STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $63,836 | Amt |
| Net Investment Income | $31,918 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,641 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| BENEVITY |
| PHILANTHROPIC CONSULTING |
| GOLDMAN SACHS |
| INVESTMENT ADVISORY MANAGEMENT |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GS FIXED INCOME | BondNm |
| EOY Book Value | $21,094,990 | EOYBookValueAmt |
| EOYFMV | $21,094,990 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GS MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $43,242,156 | EOYBookValueAmt |
| EOYFMV | $43,242,156 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt |
|---|---|---|
| RUSSELL 1000 IND-HPEF 2016 TR | FMV | $0 |
| US DEBT IND- HPEF 2016 TR | FMV | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,320 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,320 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX ASSET | Desc |
| BOY Book Value | $21,218 | BOYBookValueAmt |
| EOY Book Value | $43,106 | EOYBookValueAmt |
| EOYFMV | $43,106 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,754,396 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EMPLOYEE CASH MATCH PRG FEE | $205,443 | $175,880 | |
| STATE ANNUAL FILING FEES | $444 | $444 | |
| OTHER PORTF DED: HPEF TR RUS | $22,713 | ||
| OTHER PORTF DED: HPEF TR US DE | $34,662 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| OTHER INCOME: HPEF TR- RUSS IND FD | $1,133 |
| OTHER INCOME: HPEF TR- US DEBT IND FD | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED TAX ADJUSTMENT | $21,888 |
| UNREALIZED G/L ON BLACKRCK IND FUNDS | $223,878 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $83,871 | Amt |
| Net Investment Income | $83,871 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $52,000 | |
| FOREIGN WITHHOLDING TAXES | $1,552 |
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