SOMELAND FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SOMELAND FOUNDATION (EIN 45-3438376)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349105652
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T19:13:01-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940251021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453438376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA AND EVAN WILLIAMS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ADLER & COLVIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 6508556800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET NO 1220 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA WILLIAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508556800 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN R AMSTER | PreparerPersonNm |
| PTIN | P00189994 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.184.139.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 15:41:48 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B21E493EC29E2B56460CBD1E8B1DD8C781DF031 | 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 | $112,354,544 | 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 | $29,033,606 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $830,700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $830,700 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,255,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,255,287 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,496,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,560,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,156,480 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,634 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,065 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,621,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,243,532 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55,406 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,804 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,402 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $880,392 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $513,339 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $718,410 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,687,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $529,741 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,484,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,484,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,171,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $529,741 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,484,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,450,675 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,713,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,006,558 | CashBOYAmt |
| Cash EOY | $19,893,950 | CashEOYAmt |
| Cash EOYFMV | $19,893,950 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $14,661 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,661 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $80,279,336 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $92,445,933 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $92,445,933 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $81,285,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,354,544 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,354,544 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $110,120 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,675 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,103,170 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,525,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $113,224 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,213,290 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,645,899 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $80,072,604 | UnrestrictedBOYAmt |
| Unrestricted EOY | $110,708,645 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,072,604 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $110,708,645 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,285,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $112,354,544 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,072,604 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,450,675 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,220,519 | OtherIncreasesAmt |
| Subtotal | $110,743,798 | SubtotalAmt |
| Other Decreases | $35,153 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $110,708,645 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB | $59,500,047 | $34,810,413 | $24,689,634 | $24,689,634 | |
| GOLDMAN SACHS | $8,060,671 | $7,594,003 | $466,668 | $466,668 | |
| CAPITAL GAINS DIVIDENDS | $178 | $178 | $178 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,156,480 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,921,633 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $80,386,206 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048785 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,369,879 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,403,934 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143565 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,493,226 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,213,588 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081984 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,721,925 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,678,419 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092188 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,039,330 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,201,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.100950 | DistributionYr5Rt |
| Total Distribution | 0.467472 | TotalDistributionRt |
| Average Distribution | 0.093494 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $83,749,021 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,830,031 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $267,138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,097,169 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,484,030 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $534,276 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $534,276 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $534,276 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $665,557 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $715,557 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $181,281 | OverpaymentAmt |
| Applied To ES Tax | $181,281 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BPM LLP | IndividualWithBooksNm |
| Phone | 6508556800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| SARA WILLIAMS | ||||||||
| 235 MONTGOMERY STREET SUITE 1220 | SAN FRANCISCO | CA | 94104 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| EVAN WILLIAMS | ||||||||
| 235 MONTGOMERY STREET SUITE 1220 | SAN FRANCISCO | CA | 94104 | VP, TREASURER, SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ABBEY BANKS | |||||
| 919 LONGRIDGE RD | OAKLAND | CA | 94610 | CONSULTING | $250,900 |
| DAYLIGHT DESIGN | |||||
| 375 ALABAMA STREET SUITE 380 | SAN FRANCISCO | CA | 94110 | DESIGN | $90,193 |
| ADLER & COLVIN | |||||
| 135 MAIN STREET 20TH FLOOR | SAN FRANCISCO | CA | 94105 | LEGAL | $55,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,616,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,407,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,024,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,024,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,275,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,749,021 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,187,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,187,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $534,276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $534,276 | TotalTaxAmt |
| Distributable Before Adj | $3,653,175 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,653,175 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,653,175 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,484,030 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,484,030 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,484,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,653,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $975,343 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $806,818 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $799,005 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,728,616 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,309,782 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,484,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,653,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $830,855 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,140,637 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $975,343 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,165,294 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $806,818 | ExcessFromYear4Amt |
| Excess From Year3 | $799,005 | ExcessFromYear3Amt |
| Excess From Year2 | $4,728,616 | ExcessFromYear2Amt |
| Excess From Current Year | $830,855 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARA WILLIAMS | ContributingManagerNm |
| Contributing Manager | EVAN WILLIAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CODE FOR AMERICA LABS INC | |||||||
| 155 9TH STREET | SAN FRANCISCO | CA | 94103 | N/A | 501(C)3 | GENERAL SUPPORT | $300,000 |
| CODE2040 | |||||||
| 785 MARKET STREET SUITE 850 | SAN FRANCISCO | CA | 94103 | N/A | 501(C)3 | GENERAL SUPPORT | $600,000 |
| CYCLOTRON ROAD | |||||||
| ONE CYCLOTRON ROAD MAILSTOP 50R4038 | BERKELEY | CA | 94720 | N/A | 501(C)3 | GENERAL SUPPORT | $200,000 |
| DATA & SOCIETY RESEARCH INSTITUTE INC | |||||||
| 36 W 20TH STREET FLOOR 11 | NEW YORK | NY | 10011 | N/A | 501(C)3 | GENERAL SUPPORT | $500,000 |
| IMMIGRANTS RISING (FKA E4FC) CO COMMUNITY INITIATIVES | |||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | N/A | 501(C)3 | GENERAL SUPPORT | $150,000 |
| MISSION GRADUATES | |||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | N/A | 501(C)3 | GENERAL SUPPORT | $225,000 |
| NATIONAL REDISTRICTING FOUNDATION | |||||||
| 700 13TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | 501(C)3 | GENERAL SUPPORT | $1,000,000 |
| NUEVA FUND CO THE NUEVA SCHOOL | |||||||
| 6565 SKYLINE BLVD | HILLSBOROUGH | CA | 94010 | N/A | 501(C)3 | GENERAL SUPPORT | $200,000 |
| SAN FRANCISCO UNIFIED SCHOOL DISTRICT | |||||||
| 135 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | N/A | 501(C)3 | FUTURE DINING EXPERIENCE | $30 |
| SOLUTIONS PROJECT | |||||||
| 4096 PIEDMONT AVENUE NO 728 | OAKLAND | CA | 94611 | N/A | 501(C)3 | GENERAL SUPPORT | $400,000 |
| TIM BRAUCH MEMORIAL SKATE PARK FUND | |||||||
| 28011 MISSION STREET | SANTA CRUZ | CA | 95060 | N/A | 501(C)3 | GENERAL SUPPORT | $9,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||
| 220 MONTGOMERY STREET FLOOR 5 | SAN FRANCISCO | CA | 94104 | N/A | 501(C)3 | GENERAL SUPPORT | $900,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,484,030 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $830,700 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,255,287 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,496,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,588,196 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,588,196 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVAN AND SARA WILLIAMS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET SUITE 1220 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $29,033,606 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,362,585 SHS OF TWITTER, INC | NoncashPropertyDesc |
| Fair Market Value | $29,033,606 | FairMarketValueAmt |
| Received | 2017-11-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $32,804 | Amt |
| Net Investment Income | $16,402 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $92,445,933 | BookValueAmt |
| EOYFMV | $92,445,933 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $55,406 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $35,153 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GOLDMAN SACHS - MISCELLANEOUS INCOME | $1,065 | $1,065 | $1,065 |
| GOLDMAN SACHS - NONDIVIDEND DISTRIBUTIONS | $4,569 | $0 | $4,569 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $3,220,519 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $113,224 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $276,860 | $0 | $0 |
| INVESTMENT ADVISOR FEES | $513,339 | $513,339 | $0 |
| OUTSIDE CONTRACT SERVICES | $90,193 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $718,410 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments