OBERNDORF FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
OBERNDORF FAMILY FOUNDATION (EIN 68-0299542)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-10
IRS object ID
201931919349100108
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-07-10T14:18:10-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 FIRST STREET STE 1600AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680299542EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BILL & SUSAN OBERNDORF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBILLBusinessNameControlTxt
Phone4155006900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1615 FRONT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN C OBERNDORFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4155006900PhoneNum
Signature2019-07-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANCIS R CASSIDYPreparerPersonNm
PTINP00733712PTIN
Phone4157642700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.234.158.166IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-02IPDt
IP Tm16:34:38IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0EB4CE1ACD44DB279B6C2D9A8476B20948576B96AtSubmissionCreationDeviceId
At Submission Filing Device IdBB12664BE1E3D4BC08488640412F20C0F7A39D48AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$62,115,835FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,476,381ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$113InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$113InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$113InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,472,929DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,472,929DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,472,929DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$14,588,647NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,594,969GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,588,647CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,538,070TotalRevAndExpnssAmt
Total Net Invst Incm$16,061,689TotalNetInvstIncmAmt
Total Adj Net Incm$1,473,042TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,100LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,550LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$2,550LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,458AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,729AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,729AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$100,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$50,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$50,000OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$21,492InterestRevAndExpnssAmt
Interest Net Invst Incm$21,492InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$192,146TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,451OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,304OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$148OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$344,647TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$89,075TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$63,427TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,797,517ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,797,517ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,142,164TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$89,075TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$14,860,944TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,395,906ExcessRevenueOverExpensesAmt
Net Investment Income$15,972,614NetInvestmentIncomeAmt
Adjusted Net Income$1,473,042AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,901,543CashBOYAmt
Cash EOY$22,921,229CashEOYAmt
Cash EOYFMV$22,921,229CashEOYFMVAmt
Prepaid Expenses BOY$153,360PrepaidExpensesBOYAmt
Prepaid Expenses EOY$231,360PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$231,360PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$63,342,521CorporateStockBOYAmt
Corporate Stock EOY$49,051,094CorporateStockEOYAmt
Corporate Stock EOYFMV$38,963,246CorporateStockEOYFMVAmt
Total Assets BOY$69,397,424TotalAssetsBOYAmt
Total Assets EOY$72,203,683TotalAssetsEOYAmt
Total Assets EOYFMV$62,115,835TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$69,397,424RetainedEarningBOYAmt
Retained Earning EOY$72,203,683RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$69,397,424TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$72,203,683TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$69,397,424TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$72,203,683TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$69,397,424TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,395,906ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$76,793,330SubtotalAmt
Other Decreases$4,589,647OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$72,203,683TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
FX GAINS & LOSSESP$6,322-$6,322-$6,322
NORTHERN TRUST #40040P$14,594,969$14,594,969$14,594,969
FieldValueIRS element (for citing)
Capital Gain Net Income$14,588,647CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,413,963AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$77,686,585NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.224157DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,953,420AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$69,568,215NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.243695DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,090,727AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$71,282,208NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.183646DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,169,083AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$73,266,570NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.138796DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,865,229AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$58,858,262NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.133630DistributionYr5Rt
Total Distribution0.923924TotalDistributionRt
Average Distribution0.184785AverageDistributionRt
Net Vl Noncharitable Assets$74,360,016NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,740,616AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$159,726NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,900,342AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,860,944QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$159,726InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$159,726SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$159,726TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$231,360EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$231,360TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$71,634OverpaymentAmt
Applied To ES Tax$71,634AppliedToESTaxAmt
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
Individual With BooksSUSAN C OBERNDORFIndividualWithBooksNm
Phone4155006900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1615 FRONT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN C OBERNDORF
615 FRONT STREETSAN FRANCISCOCA94111PRESIDENT10.00$0$0$0
WILLIAM E OBERNDORF
615 FRONT STREETSAN FRANCISCOCA94111SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$57,660,316AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,832,086AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$75,492,402TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$75,492,402AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,132,386CashDeemedCharitableAmt
Net Vl Noncharitable Assets$74,360,016NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,718,001MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,718,001MinimumInvestmentReturnAmt
Tax Based On Investment Income$159,726TaxBasedOnInvestmentIncomeAmt
Total Tax$159,726TotalTaxAmt
Distributable Before Adj$3,558,275DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,558,275DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,558,275DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,860,944ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,860,944QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$159,726PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,701,218AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,558,275DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,156,987ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,691,107ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,651,682ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,567,013ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,662,274ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$48,729,063TotalExcessDistributionCyovAmt
Qualifying Distributions$14,860,944QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,558,275AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,302,669RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$60,031,732TotalCorpusAmt
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$5,156,987ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$54,874,745ExcessDistriCyovToNextYrAmt
Excess From Year4$6,691,107ExcessFromYear4Amt
Excess From Year3$9,651,682ExcessFromYear3Amt
Excess From Year2$13,567,013ExcessFromYear2Amt
Excess From Year1$13,662,274ExcessFromYear1Amt
Excess From Current Year$11,302,669ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUSAN C OBERNDORFContributingManagerNm
Contributing ManagerWILLIAM E OBERNDORFContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ALLIANCE COLLEGE READY PUBLIC SCHOOLS
601 SOUTH FIGUEROA STREET 4TH FLOORLOS ANGELESCA90017PCGENERAL CHARITY$5,000
AMERICAN ENTERPRISE INSTITUTE
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL CHARITY$50,000
AMERICAN FEDERATION CHILDREN GROWTH FUND
1020 19TH STREET NW SUITE 675WASHINGTONDC20036PCGENERAL CHARITY$250,000
AMERICAN FEDERATION CHILDREN GROWTH FUND
1020 19TH STREET NW SUITE 675WASHINGTONDC20036PCGENERAL CHARITY$1,500,000
AMERICAN FEDERATION FOR CHILDREN
1020 19TH STREET NWWASHINGTONDC20036PCGENERAL CHARITY$750,000
ARCS FOUNDATION
1008 GENERAL KENNEDY AVE SUITE DSAN FRANCISCOCA94129PCGENERAL CHARITY$2,500
ASPEN INSTITUTE
455 GOLD RIVERS COURTBASALTCO81621PCGENERAL CHARITY$10,000
ASPIRE PUBLIC SCHOOLS
1001 22ND AVE 100OAKLANDCA94606PCGENERAL CHARITY$25,000
BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROADSAUSILITOCA94965PCGENERAL CHARITY$5,000
BAY SCHOLARS
465 CALIFORNIA STREETSAN FRANCISCOCA94104PCGENERAL CHARITY$10,000
3BOYS AND GIRLS CLUB OF SAN FRANCISCO
380 FULTON STREETSAN FRANCISCOCA94102PCGENERAL CHARITY$10,000
BREAKTHROUGH COLLABORATIVE
PO BOX 71420OAKLANDCA94612PCGENERAL CHARITY$10,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA94118PCGENERAL CHARITY$25,000
CANINE COMPANIONS FOR INDEPENDENCE
2965 DUTTON AVESANTA ROSACA95407PCGENERAL CHARITY$5,000
CATHEDRAL SCHOOL FOR BOYS
1275 SACRAMENTO STREETSAN FRANCISCOCA94108PCGENERAL CHARITY$10,000
CENTER FOR EDUCATION REFORM
1455 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004PCGENERAL CHARITY$10,000250
CENTER FOR STRATEGIC & INTERNATIONAL STUDIES
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL CHARITY$25,000
CHICAGO BOTANICAL GARDEN
1000 LAKE COOK ROADGLENCOEIL60022PCGENERAL CHARITY$2,500
CHRONICLE SEASON OF SHARING
PO BOX 44740SAN FRANCISCOCA94144PCGENERAL CHARITY$25,000
CLEVELAND SIGHT CENTER
1909 E 101ST STREETCLEVELANDOH44106PCGENERAL CHARITY$1,000
COACHING CORPS
310 8TH STREETOAKLANDCA94607PCGENERAL CHARITY$5,000
EDGEWOOD CENTER FOR CHILDREN & FAMILIES
1801 VICENTE STREETSAN FRANCISCOCA94116PCGENERAL CHARITY$25,000
EDGEWOOD CENTER FOR CHILDREN & FAMILIES
1801 VICENTE STREETSAN FRANCISCOCA94116PCGENERAL CHARITY$50,000
EDUCATION OUTSIDE
135 VAN NESS AVE SUITE 408SAN FRANCISCOCA94102PCGENERAL CHARITY$5,000
EPISCOPAL CHARITIES
815 SECOND AVENUENEW YORKNY10017PCGENERAL CHARITY$25,000
FINE ARTS MUSEUMS OF SAN FRANCISCO
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118PCGENERAL CHARITY$5,000
FOUNDATION FOR EXCELLENCE IN EDUCATION
215 SOUTH MONROE STREETTALLAHASSEEFL32301PCGENERAL CHARITY$250,000
GLENN MILLER MEMORIAL GOLF TOURNAMENT
180 STIPP LANEUKIAHCA95482PCGENERAL CHARITY$5,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123PCGENERAL CHARITY$5,000
GREENLIGHT CLINIC
1808 WEDEMEYER ST SUITE B-10SAN FRANCISCOCA94129PCGENERAL CHARITY$10,000
HATHAWAY BROWN SCHOOL
19600 NORTH PARK BOULEVARDSHAKER HEIGHTSOH44122PCGENERAL CHARITY$250,000
HIDDEN WINGS
517 ATTERDAG ROADSOLVANGCA93463PCGENERAL CHARITY$45,000
JUDSON FOUNDATION
2181 AMBLESIDE DRIVECLEVELANDOH44106PCGENERAL CHARITY$1,000
KAHUMANA COMMUNITY
86-660 LUALUALEI HOMSTEAD ROADWAIANAEHI96792PCGENERAL CHARITY$10,000
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110PCGENERAL CHARITY$10,000
MEMORIAL SLOAN KETTERING DIRT'S FUND MSK 64
1275 YORK AVENUENEW YORKNY10065PCGENERAL CHARITY$10,000
MILWAUKEE COLLEGIATE ACADEMY
4030 N 29TH STREETMILWAUKEEWI53216PCGENERAL CHARITY$200,000
MISSION DELORES ACADEMY
3371 16TH STREETSAN FRANCISCOCA94114PCGENERAL CHARITY$100,000
MOTHERS 2 MOTHERS
PCGENERAL CHARITY$50,00033 MARTIN HAMMERSCHLAG WAY 5THFLOORCAPETOWNFORESHORESF8001
NARAL PRO-CHOICE AMERICA FOUNDATION
1725 EYE STREET NW SUITE 900WASHINGTONDC20006PCGENERAL CHARITY$5,000
NATIONAL REVIEW INSTITUTE
19 WEST 44TH STREET SUITE 1701NEW YORKNY10036PCGENERAL CHARITY$10,000
NEW SCHOOLS VENTURE FUND
1616 FRANKLIN STREET SECOND FLOOROAKLANDCA94612PCGENERAL CHARITY$100,000
PASSAGES AMERICA ISRAEL INC
50 S MAIN STREETNAPERVILLEIL60540PCGENERAL CHARITY$50,000
PEER HEALTH EXCHANGE
70 GOLD STREETSAN FRANCISCOCA94133PCGENERAL CHARITY$5,000
SAFE AND SOUND
1757 WALLER STREETSAN FRANCISCOCA94117PCGENERAL CHARITY$10,000
SALVATION ARMY
615 SLATERS LANE PO BOX 269ALEXANDRIAVA22313PCGENERAL CHARITY$500
SALVATION ARMY
615 SLATERS LANE PO BOX 269ALEXANDRIAVA22313PCGENERAL CHARITY$100,000
SAN FRANCISCO BOTANICAL GARDEN SOCIETY
1199 9TH AVENUESAN FRANCISCOCA94122PCGENERAL CHARITY$5,000
SAN FRANCISCO EDUCATION FUND
2730 BRYANT STREET SECOND FLOORSAN FRANCISCOCA94110PCGENERAL CHARITY$25,000
SAN FRANCISCO FILM SOCIETY
39 MESA STREET SUITE 110SAN FRANCISCOCA94129PCGENERAL CHARITY$10,000
SAN FRANCISCO FREE CLINIC
4900 CALIFORNIA STREETSAN FRANCISCOCA94118PCGENERAL CHARITY$5,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 3RD STREETSAN FRANCISCOCA94103PCGENERAL CHARITY$20,000
SAN FRANCISCO SYMPHONY
201 VAN NESS AVENUESAN FRANCISCOCA94102PCGENERAL CHARITY$32,500
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PCGENERAL CHARITY$10,000
SCHOLAR MATCH
849 VALENCIA STREETSAN FRANCISCOCA94110PCGENERAL CHARITY$30,000
SEO SCHOLARS SAN FRANCISCO
2030 HARRISON STREETSAN FRANCISCOCA94110PCGENERAL CHARITY$10,000
ST AGNES CHURCH
1025 MASONIC AVENUESAN FRANCISCOCA94117PCGENERAL CHARITY$50,000
ST HELENA CATHOLIC CHURCH
1340 TAINTER STREETST HELENACA94574PCGENERAL CHARITY$50,000
ST HELENA CATHOLIC CHURCH
1340 TAINTER STREETST HELENACA94574PCGENERAL CHARITY$50,000
ST HELENA HOSPITAL FOUNDATION
10 WOODLAND ROADST HELENACA94574PCGENERAL CHARITY$1,000
STANFORD GRADUATE SCHOOL OF BUSINESS
655 KNIGHT WAYSTANFORDCA94305PCGENERAL CHARITY$250,000
STANFORD LIVE
327 LASUEN STREETSTANFORDCA94305PCGENERAL CHARITY$7,500
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305PCGENERAL CHARITY$20,000
SWEETWATER SPECTRUM
369 5TH STREET WSONOMACA95476PCGENERAL CHARITY$5,000
TEACH FOR AMERICA
685 MARKET ST SURE 500SAN FRANCISCOCA94103PCGENERAL CHARITY$5,000
TEN STRANDS
1007 GENERAL KENNEDY AVESAN FRANCISCOCA94129PCGENERAL CHARITY$5,000
THACHER SCHOOL
5025 THACER ROADOJAICA93023PCGENERAL CHARITY$50,000
THE DREXEL FUND
606 E JUNEAU AVENUE 510635MILWAUKEEWI53203PCGENERAL CHARITY$25,000
THE EDIBLE SCHOOLYARD PROJECT
1517 SHATTUCK AVENUEBERKELEYCA94709PCGENERAL CHARITY$5,000
THE FORE-SITE FOUNDATION
2 MARINA BLVD BUILDING CSAN FRANCISCOCA94123PCGENERAL CHARITY$10,000
THE WILDWOOD SCHOOL
11811 W OLYMPIC BLVDLOS ANGELESCA90064PCGENERAL CHARITY$9,232
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET 850SAN FRANCISCOCA94104PCGENERAL CHARITY$100,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET 850SAN FRANCISCOCA94104PCGENERAL CHARITY$400,000
UCSF
505 PARNASSUS AVENUESAN FRANCISCOCA94143PCGENERAL CHARITY$597,785
UCSF BENIOFF CHILDREN'S HOSPITAL
1975 4TH STREETSAN FRANCISCOCA94118PCGENERAL CHARITY$17,000
UCSF FOUNDATION
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$1,000,000
UCSF HELEN DILLER CANCER CENTER
1450 3RD STREETSAN FRANCISCOCA94158PCGENERAL CHARITY$10,000
UNITED RELIGIONS INITITATIVE
1009 GENERAL KENNEDY AVE 1SAN FRANCISCOCA94129PCGENERAL CHARITY$10,000
VIETNAM FOUNDATION
1045 SLOAT BLVDSAN FRANCISCOCA94132PCGENERAL CHARITY$5,000
VISION OF HOPE
1555 34TH AVENUEOAKLANDCA94601PCGENERAL CHARITY$10,000
WOOD RIVER YMCA
101 SADDLE RDKETCHUMID83340PCGENERAL CHARITY$5,000
NATIONAL PHILATHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 1200JENKINTOWNPA19046PCGENERAL CHARITY$7,880,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,797,517TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,472,929ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,588,647ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,061,689ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,061,689TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
13ALL INCOME IS USED IN THE OPERATIONS OF THE ORGANIZATION AND
13EXCLUSIVELY TOWARD ITS EXEMPT PURPOSE.

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM E SUSAN C OBERNDORFContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1615 FRONT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,476,381TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
144,416 SH APPFOLIO, INC. STOCK (APPF)$3,450,0132018-08-17
156,075 SH HERBALIFE NUTRITION, LTD. STOCK (HLF)$3,026,3682018-05-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$21,458Amt
Net Investment Income$10,729NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,729DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS CORPORATE STOCKStockNm
EOY Book Value$49,051,094EOYBookValueAmt
EOYFMV$38,963,246EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,100LegalFeesAmt
Net Investment Income$2,550NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,550DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$4,589,647Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$4,156$4,156$0$0
FEES & LICENSES$295$148$0$148

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$100,000Amt
Net Investment Income$50,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$50,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX-AMENDED RETURNCategoryTxt
Amt$192,146Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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