SOMELAND FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SOMELAND FOUNDATION (EIN 45-3438376)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349103007
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T16:55:51-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2000 University Ave Ste 201 | AddressLine1Txt |
| City | East Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 & 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 | 2017-11-08 | 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 |
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 | 2017-11-08 | IPDt |
| IP Tm | 13:35:51 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D87E954565CAE538BAD5C2F71DD7E9A43BB574BB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,285,894 | 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 | $652,661 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $652,661 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,111,998 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,111,998 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $648,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,266,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $648,867 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,413,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,413,526 | 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 | $27,476 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,538 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,769 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $931,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $439,395 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,013,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $456,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,921,633 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,921,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,934,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $456,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,921,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,521,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,957,362 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,452,457 | CashBOYAmt |
| Cash EOY | $1,006,558 | CashEOYAmt |
| Cash EOYFMV | $1,006,558 | CashEOYFMVAmt |
| Other Investments BOY | $33,205,231 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $80,279,336 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,279,336 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $80,657,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,285,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,285,894 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,087 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $110,120 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,256,400 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,103,170 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,294,487 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,213,290 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $79,363,201 | UnrestrictedBOYAmt |
| Unrestricted EOY | $80,072,604 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,363,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,072,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,657,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,285,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,363,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,521,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,230,753 | OtherIncreasesAmt |
| Subtotal | $80,072,604 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $80,072,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GOLDMAN SACHS | PropertyDesc |
| Gross Sales Price | $30,266,504 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,617,637 | CostOrOtherBasisAmt |
| Gain Or Loss | $648,867 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $648,867 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $648,867 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,369,879 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,403,934 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.143565 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,493,226 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,213,588 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081984 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,721,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,678,419 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.092188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,039,330 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,201,341 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100950 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,296 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,489,120 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011815 | DistributionYr5Rt |
| Total Distribution | 0.430502 | TotalDistributionRt |
| Average Distribution | 0.086100 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $80,386,206 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,921,252 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,574 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,940,826 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,921,633 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,808 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $35,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $87,808 | TotalPaymentsAndCreditsAmt |
| Overpayment | $48,661 | OverpaymentAmt |
| Applied To ES Tax | $48,661 | 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 | 2000 University Avenue 201 | AddressLine1Txt |
| City | East Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMPLIFIER STRATEGIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 836 MONTGOMERY STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PHILANTHROPY ADVISORS | ServiceTypeTxt |
| Compensation | $460,000 | CompensationAmt |
| 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 | $72,135,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,474,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,610,361 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,610,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,224,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,386,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,019,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,019,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,147 | TotalTaxAmt |
| Distributable Before Adj | $3,980,163 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,980,163 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,980,163 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,921,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,921,633 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,921,633 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,980,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,033,873 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $806,818 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $799,005 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,728,616 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,368,312 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,921,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,921,633 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $58,530 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $58,530 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,309,782 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,309,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $975,343 | ExcessFromYear4Amt |
| Excess From Year3 | $806,818 | ExcessFromYear3Amt |
| Excess From Year2 | $799,005 | ExcessFromYear2Amt |
| Excess From Year1 | $4,728,616 | ExcessFromYear1Amt |
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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SOLUTIONS PROJECT | |||||||
| 4096 PIEDMONT AVENUE NO 728 | OAKLAND | CA | 94611 | N/A | 501(C)3 | LEADERSHIP FUND | $200,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 1820 FOLSOM STREET | BOULDER | CO | 80302 | N/A | 501(C)3 | US BUILDINGS PRACTICE | $50,000 |
| CODE2040 | |||||||
| 785 MARKET STREET SUITE 850 | SAN FRANCISCO | CA | 94103 | N/A | 501(C)3 | FELLOWS FOR THE OFFICE OF SCIENCE AND TECHNOLOGY POLICY | $196,000 |
| FOR-SITE FOUNDATION | |||||||
| 49 GEARY STREET SUITE 205 | SAN FRANCISCO | CA | 94108 | N/A | 501(C)3 | HOMELAND SECURITY PUBLIC ART PROJECT | $20,000 |
| RHIZOME COMMUNICATIONS | |||||||
| 235 BOWERY | NEW YORK | NY | 10002 | N/A | 501(C)3 | SEVEN ON SEVEN | $20,000 |
| CODE FOR AMERICA LABS | |||||||
| 155 9TH STREET | SAN FRANCISCO | CA | 94103 | N/A | 501(C)3 | IMPLEMENT ONLINE APPLICATION FOR GETCALFRESH | $100,000 |
| SAN FRANCISCO UNIFIED SCHOOL DISTRICT | |||||||
| 135 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | N/A | 501(C)3 | STAFFING AND INNOVATION FUNDING | $1,561,633 |
| DATA & SOCIETY RESEARCH INSTITUTE | |||||||
| 36 W 20TH STREET FLOOR 11 | NEW YORK | NY | 10011 | N/A | 501(C)3 | GENERAL OPERATING SUPPORT | $600,000 |
| FOUNDATION FOR NATIONAL PROGRESS | |||||||
| 222 SUTTER STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | N/A | 501(C)3 | SUPPORT FOR ENGLISH LANGUAGE PROGRAMMING | $75,000 |
| EDUCATORS FOR FAIR CONSIDERATION CO COMMUNITY INITIATIVES | |||||||
| 354 PINE STREET SUITE 700 | SAN FRANCISCO | CA | 94104 | N/A | 501(C)3 | LEGAL FELLOWS PROGRAM | $50,000 |
| ELECTRONIC FRONTIER FOUNDATION | |||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | N/A | 501(C)3 | GENERAL OPERATING SUPPORT | $50,000 |
| GIRLS WHO CODE | |||||||
| 28 W 23RD STREET 4TH FLOOR | NEW YORK | NY | 10010 | N/A | 501(C)3 | GENERAL OPERATING SUPPORT | $10,000 |
| MISSION GRADUATES | |||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | N/A | 501(C)3 | GENERAL OPERATING SUPPORT | $50,000 |
| 509 CULTURAL CENTER | |||||||
| 1007 MARKET STREET | SAN FRANCISCO | CA | 94103 | N/A | 501(C)3 | GENERAL OPERATING SUPPORT AND COMMISSION OF TWO MURALS | $300,000 |
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | N/A | 501(C)3 | GENERAL OPERATING SUPPORT | $200,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||
| 220 MONTGOMERY STREET FLOOR 5 | SAN FRANCISCO | CA | 94104 | N/A | 501(C)3 | GENERAL OPERATING SUPPORT FOR THE NEUROLOGY INNOVATION ENDOWED FUND | $430,000 |
| TIM BRAUCH MEMORIAL SKATE PARK FUND | |||||||
| 28011 MISSION STREET | SANTA CRUZ | CA | 95060 | N/A | 501(C)3 | SCHOLARSHIPS AND CONTEST DONATIONS | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,921,633 | 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 | $652,661 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,111,998 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $648,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,413,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,413,526 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,538 | Amt |
| Net Investment Income | $16,769 | 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 | $80,279,336 | BookValueAmt |
| EOYFMV | $80,279,336 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $27,476 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $540 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $3,230,753 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $492,294 | $0 | $0 |
| INVESTMENT ADVISOR FEES | $439,395 | $439,395 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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