HP FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HP FOUNDATION (EIN 94-2618409)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-07-31
- IRS object ID
- 201812129349101016
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets 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 | 2018-07-31T19:23:35-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 Campbell Technology Parkway | AddressLine1Txt |
| City | Campbell | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950085071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942618409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HP Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HPFO | BusinessNameControlTxt |
| Phone | 8589244341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 Page Mill Rd No MS1300 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE A LESJAK | PersonNm |
| Person Title | officer | PersonTitleTxt |
| Phone | 8589244341 | PhoneNum |
| Signature | 2018-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregory M Lomazzi | PreparerPersonNm |
| PTIN | P00281327 | PTIN |
| Phone | 4085587500 | PhoneNum |
| Preparation | 2018-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,980,411 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,444 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $323,017 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $452,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,019,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,700,609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,484,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $95 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,532 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,154,479 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,348,370 | 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 |
| Accounting Fees Rev And Expnss | $63,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $369,878 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,676 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $393,092 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,494 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,051,355 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,288 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $918,676 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,503,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,343,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,984,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,822,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,487,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,166,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,667,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,271,037 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $440 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,427,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,427,394 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $25,618,205 | GrantsReceivableBOYAmt |
| Prepaid Expenses BOY | $24,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $151,284 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $151,284 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $32,556,192 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,401,733 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,401,733 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $154,588 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $58,353,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,980,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,980,411 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $103,899 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $175,593 | AccountsPayableEOYAmt |
| Grants Payable BOY | $87,470 | GrantsPayableBOYAmt |
| Grants Payable EOY | $249,176 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $105,295 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $296,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $424,769 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $27,588,674 | UnrestrictedBOYAmt |
| Unrestricted EOY | $63,555,642 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $30,468,087 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,056,761 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,555,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,353,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,980,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,056,761 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,667,379 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,849,880 | OtherIncreasesAmt |
| Subtotal | $67,574,020 | SubtotalAmt |
| Other Decreases | $4,018,378 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,555,642 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ISHARES MSCI EAFE INTL INDEX | $8,795,907 | $8,673,296 | $122,611 | $122,611 | |
| ISHARES U.S. AGGREGATE BOND INDEX | $10,388,698 | $10,298,455 | $90,243 | $90,243 | |
| ISHARES RUSSELL 1000 LARGE CAP INDEX | $45,788,937 | $44,503,883 | $1,285,054 | $1,285,054 | |
| U.S. DEBT INDEX FUND B | $9,638,909 | $9,594,427 | $44,482 | $44,482 | |
| RUSSELL 1000 INDEX FUND B | $24,039,344 | $27,959,901 | -$3,920,557 | -$3,920,557 | |
| FROM K-1 | $8,919 | $8,919 | $8,919 | P | |
| FROM K-1 | $823,918 | $823,918 | $823,918 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,545,330 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,062,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,179,610 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.177359 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,381,671 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $68,296,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078799 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,373,727 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $62,943,196 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.180698 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,711,840 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $46,541,005 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.144213 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,802,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $50,240,461 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095591 | DistributionYr5Rt |
| Total Distribution | 0.676660 | TotalDistributionRt |
| Average Distribution | 0.135332 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,033,447 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,605,814 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,710 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,618,524 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,166,017 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $177,051 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $177,051 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $151,630 | OverpaymentAmt |
| Applied To ES Tax | $151,630 | 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 |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8589244341 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 Page Mill Rd No MS1300 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ANTONIO LUCIO | ||||||||
| 1501 PAGE MILL ROAD MS-1300 | PALO ALTO | CA | 94304 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| CATHERINE A LESJAK | ||||||||
| 1501 PAGE MILL ROAD MS-1300 | PALO ALTO | CA | 94304 | CHIEF FINANCIAL OFFICER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| TRACY S KEOGH | ||||||||
| 1501 PAGE MILL ROAD MS-1300 | PALO ALTO | CA | 94304 | CHAIRMAN OF BOARD | 2.00 | $0 | $0 | $0 |
| DEBORAH MCISAAC | ||||||||
| 1501 PAGE MILL ROAD MS-1300 | PALO ALTO | CA | 94304 | EXECUTIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| KIM RIVERA | ||||||||
| 1501 PAGE MILL ROAD MS-1300 | PALO ALTO | CA | 94304 | SECRETARY | 2.00 | $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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| edcast INC | |||||
| 1901 Old Middlefield Way Suite 21 | Mountain View | CA | 94043 | nre & support services | $401,004 |
| benevity | |||||
| 203 32 W 25th ave | SAN MATEO | CA | 94403 | CASH MATCH PROJECT | $220,036 |
| mbo partners | |||||
| 13454 Sunrise Valley Drive 300 | Herndon | VA | 20171 | project management | $205,060 |
| dyd creative solution | |||||
| 10333 Harwin Drive | Houston | TX | 77036 | technical consulting | $113,178 |
| wcg | |||||
| 50 francisco st suite 400 | san francisco | CA | 94133 | communications | $110,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $33,247,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,304,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,551,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,551,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $518,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,033,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,701,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,701,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,421 | TotalTaxAmt |
| Distributable Before Adj | $1,676,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,676,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,676,251 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,166,017 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,166,017 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,166,017 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,676,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,291,389 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,403,081 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,974,451 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,226,672 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,513,294 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,408,887 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,166,017 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,676,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,489,766 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,898,653 | 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 | $2,291,389 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,607,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,403,081 | ExcessFromYear4Amt |
| Excess From Year3 | $8,974,451 | ExcessFromYear3Amt |
| Excess From Year2 | $2,226,672 | ExcessFromYear2Amt |
| Excess From Year1 | $4,513,294 | ExcessFromYear1Amt |
| Excess From Current Year | $2,489,766 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EXECUTIVE DIRECTOR - HP FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P0 BOX 10301 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8589244341 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| American Endowment Foundation | |||||||
| 118 5700 Darrow Rd | hudson | OH | 44236 | n/a | pc | charitable | $546,342 |
| American Online Giving Foundation | |||||||
| po box 1010 | safety harbor | FL | 34695 | n/a | pc | charitable | $901,668 |
| American Red Cross | |||||||
| 2025 e street nw | washington | DC | 20006 | n/a | pc | charitable | $700,000 |
| Emergency Assistance Foundation | |||||||
| 3713 pine street | jacksonville | FL | 32205 | n/a | pc | charitable | $50,000 |
| International Federation of Red Cross & Red Crescent Societies | |||||||
| 420 lexington avenue suite 2811 | new york | NY | 10170 | n/a | pc | charitable | $25,000 |
| National Assn Community College Education | |||||||
| one dupont circle nw suite 410 | washington | DC | 20036 | n/a | pc | charitable | $55,000 |
| National Voluntary Orgs Active in Disasters | |||||||
| 1727 king street suite 105 | alexandria | VA | 22314 | n/a | pc | charitable | $5,000 |
| Resource Area for Teachers (RAFT) | |||||||
| 1355 ridder park dr | san jose | CA | 95131 | n/a | pc | charitable | $1,200 |
| Rise Against Hunger | |||||||
| 3733 national drive suite 200 | raleigh | NC | 27612 | n/a | pc | charitable | $37,138 |
| Save the Children | |||||||
| 501 kings highway east suite 400 | farfield | CT | 06825 | n/a | pc | charitable | $25,000 |
| Silicon Valley Community Foundation | |||||||
| 2440 w el camino real suite 300 | mountain view | CA | 94040 | n/a | pc | charitable | $425,644 |
| United Nations Development Program | |||||||
| 1 united nations plaza | new york | NY | 10017 | n/a | pc | charitable | $50,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,822,374 | 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 | $1,444 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $452,331 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,700,609 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,154,479 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,154,479 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | n/a | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | audit & tax consulting fees | CategoryTxt |
| Amt | $63,750 | Amt |
| Net Investment Income | $31,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,875 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEWLETT-PACKARD ENTERPRISE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 HANOVER STREET MS 1048 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2015-11-03 | GrantDt |
| Grant | $34,029,840 | GrantAmt |
| Purpose Of Grant | CAPITAL ENDOWMENT GRANT | PurposeOfGrantTxt |
| Expended By Grantee | $6,321,685 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO KNOWLEDGE OF DIVERSION OF FUNDS | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 3/6/17, 7/10/17, 8/25/17, 9/7/17, 10/20/17 & 10/25/17 | DatesOfReportsByGranteeTxt |
| Results Of Verification | 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, 2017 HAVE BEEN RECEIVED. THE HEWLETT-PACKARD ENTERPRISE FOUNDATION WILL PROVIDE OVERSIGHT ON ALL ER GRANTS MADE BY THE HP FOUNDATION UNTIL THE FINAL GRANT REPORT IS RECEIVED. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANT TO DONOR ADVISED FUND | IdentifierTxt |
| Form And Line Reference | 990-PF PART VII-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | The following provides details of distributions paid by the organizations during the tax year ended October 31, 2017 to a donor advised fund over which the foundation or a disqualified person has advisory privileges.Recipient - Silicon Valley Community Foundation - HP Foundation Donor Advised FundHow Distribution Accomplishes Charitable Purpose - This donation to our Donor Advised Fund at Silicon Valley Community Foundation was broken into smaller grants to various non-profits to support students with the needs of buying and supplying the materials, tools and equipment needed for science, technology, engineering and mathematics learning. This recommended grant does not represent the payment or fulfillment of a pledge, commitment or other financial obligation. The HP Foundation will not accept any goods or services in exchange for this grant. Amount Treated as Qualifying Distribution - $425,644 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK U.S. AGGREGATE BOND INDEX | FMV | $9,954,773 | $9,954,773 |
| blackrock russell 1000 large cap index | FMV | $18,536,057 | $18,536,057 |
| Blackrock Ishares MSCI EAFE INTL Index | FMV | $4,910,903 | $4,910,903 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | receivable from hewlett-packard enterprise foundation | Desc |
| BOY Book Value | $154,588 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized gain (loss) | Desc |
| Amt | $4,018,378 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| bank service charges | $25,000 | $0 | $41,595 |
| CASH MATCH PROGRAM EXPENSES | $216,801 | $0 | $188,009 |
| HP LIFE Program Expense | $664,749 | $0 | $689,072 |
| interest expense | $165 | $165 | $0 |
| office supplies | $31 | $0 | $0 |
| Other Program Expense | $144,609 | $0 | $0 |
| PORTFOLIO DEDUCTIONS FROM K-1S | $0 | $39,123 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other income | Desc |
| Revenue And Expenses Per Books | $95 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,532 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $95 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD AUDIT ADJUSTMENT - NO TAX EFFECT | Desc |
| Amt | $4,849,880 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | excise tax payable | Desc |
| BOY Book Value | $105,295 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| investment management fees | $4,676 | $4,676 | $0 |
| consulting expenses | $36,112 | $0 | $36,112 |
| contractor fees | $329,090 | $0 | $356,980 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| federal and state income taxes | $18,037 | $0 | $0 |
| FOREIGN TAXES | $0 | $1,494 | $0 |
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