HP FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HP FOUNDATION (EIN 94-2618409)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-09-14
- IRS object ID
- 201522579349100032
- Schema version
- 2013v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-14T22:14:40-05:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942618409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEWLETT-PACKARD COMPANY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEWL | BusinessNameControlTxt |
| Phone | 6508572982 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 HANOVER STREET BLDG 20B MS | AddressLine1 |
| Address Line2 | 1036 | AddressLine2 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 943031112 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGG MELINSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6508572982 | PhoneNum |
| Signature | 2015-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE F MACDONALD | PreparerPersonNm |
| PTIN | P00359548 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2015-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $128,453,195 | 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 | $12,090,409 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $168 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $168 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,280,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,065,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,987,292 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,102,495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,473,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,987,460 | 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 | $37,314 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,087 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $893,239 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $444,711 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $424,002 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $423,767 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,387,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $477,798 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $423,767 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,212,747 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,212,747 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,600,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $477,798 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,636,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,873,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,509,662 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,628 | CashBOYAmt |
| Cash EOY | $5,851 | CashEOYAmt |
| Cash EOYFMV | $5,850 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,259,739 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $443,933 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $443,930 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $46,408,047 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $57,176,584 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $57,176,584 | GrantsReceivableEOYFMVAmt |
| Land Bldg Investments BOY | $37,418,574 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $6,339,863 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,826,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,826,831 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $23,962 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $110,455,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,453,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,453,195 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $185,791 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $102,334 | AccountsPayableEOYAmt |
| Grants Payable BOY | $969,981 | GrantsPayableBOYAmt |
| Grants Payable EOY | $742,255 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $734,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $169,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,889,772 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,013,589 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $108,566,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $127,439,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,566,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,439,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $110,455,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,453,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,566,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,873,569 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $127,439,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,439,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RUSSELL 1000 INDEX FUND B | P | 2013-11-07 | $2,500,000 | $2,315,687 | $184,313 | $184,313 |
| US DEBT INDEX FUND B - BLACKROCK US DEBT B | P | 2013-11-08 | $1,000,000 | $1,000,790 | -$790 | -$790 |
| RUSSELL 1000 INDEX FUND B | P | 2013-12-02 | $900,000 | $817,834 | $82,166 | $82,166 |
| RUSSELL 1000 INDEX FUND B | P | 2013-12-06 | $200,000 | $182,411 | $17,589 | $17,589 |
| US DEBT INDEX FUND B - BLACKROCK US DEBT B | P | 2013-12-03 | $350,000 | $349,807 | $193 | $193 |
| US DEBT INDEX FUND B - BLACKROCK US DEBT B | P | 2013-12-09 | $77,000 | $77,306 | -$306 | -$306 |
| MONEY MARKET FUND B | P | 2014-01-31 | $13,300,000 | $13,300,000 | $0 | $0 |
| RUSSELL 1000 INDEX FUND B | P | 2014-02-21 | $300,000 | $281,034 | $18,966 | $18,966 |
| RUSSELL 1000 INDEX FUND B | P | 2014-03-07 | $1,200,000 | $1,102,485 | $97,515 | $97,515 |
| RUSSELL 1000 INDEX FUND B | P | 2014-04-25 | $30,000 | $27,509 | $2,491 | $2,491 |
| RUSSELL 1000 INDEX FUND B | P | 2014-05-21 | $152,000 | $139,439 | $12,561 | $12,561 |
| RUSSELL 1000 INDEX FUND B | P | 2014-05-30 | $105,000 | $94,549 | $10,451 | $10,451 |
| RUSSELL 1000 INDEX FUND B | P | 2014-06-17 | $164,000 | $146,064 | $17,936 | $17,936 |
| RUSSELL 1000 INDEX FUND B | P | 2014-07-16 | $142,000 | $124,040 | $17,960 | $17,960 |
| RUSSELL 1000 INDEX FUND B | P | 2014-07-30 | $50,000 | $43,439 | $6,561 | $6,561 |
| RUSSELL 1000 INDEX FUND B | P | 2014-08-05 | $195,000 | $173,515 | $21,485 | $21,485 |
| RUSSELL 1000 INDEX FUND B | P | 2014-09-02 | $200,000 | $171,260 | $28,740 | $28,740 |
| RUSSELL 1000 INDEX FUND B | P | 2014-10-06 | $200,000 | $176,256 | $23,744 | $23,744 |
| SALE OF ROSEVILLE LAND | D | 2013-12-10 | $50,000,000 | $1,554,283 | $48,445,717 | $48,445,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,987,292 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,711,840 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,541,005 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.144213 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,802,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $50,240,461 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095591 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,398,264 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,771,976 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.094036 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,742,695 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,764,020 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.119271 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,757,446 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,508,457 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.174696 | DistributionYr5Rt |
| Total Distribution | 0.627807 | TotalDistributionRt |
| Average Distribution | 0.125561 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $62,943,196 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,903,211 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $485,097 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,388,308 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,636,514 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $485,097 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $485,097 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $485,097 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,007,826 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,007,826 | TotalPaymentsAndCreditsAmt |
| Overpayment | $522,729 | OverpaymentAmt |
| Applied To ES Tax | $75,000 | AppliedToESTaxAmt |
| Refund | $447,729 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 6508572982 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 HANOVER STREET BLDG 20B MS | AddressLine1 |
| Address Line2 | 1036 | AddressLine2 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 943031112 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HENRY GOMEZ | ||||||||
| 3000 HANOVER STREET | PALO ALTO | CA | 94304 | CHAIRMAN OF BOARD | 1.00 | $0 | $0 | $0 |
| CATHERINE A LESJAK | ||||||||
| 3000 HANOVER STREET | PALO ALTO | CA | 94304 | CHIEF FINANCIAL OFFICER/DI | 1.00 | $0 | $0 | $0 |
| TRACY S KEOGH | ||||||||
| 3000 HANOVER STREET | PALO ALTO | CA | 94304 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| GREGG MELINSON | ||||||||
| 3000 HANOVER STREET | PALO ALTO | CA | 94304 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE STILLMAN | ||||||||
| 3000 HANOVER STREET | PALO ALTO | CA | 94304 | AUDIT COMMITTEE CHAIR | 1.00 | $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 | DANIEL J EDELMAN INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 BALDWIN AVENUE | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 94401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | KIVA PROJECT MARKETING SUPPORT | ServiceTypeTxt |
| Compensation | $200,000 | 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 | $58,492,083 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,409,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,901,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,901,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $958,526 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,943,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,147,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,147,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $485,097 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $485,097 | TotalTaxAmt |
| Distributable Before Adj | $2,662,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,662,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,662,063 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,636,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,636,514 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $485,097 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,151,417 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,662,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,686,271 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,622,270 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,508,018 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,291,389 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,403,081 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,511,029 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,636,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,662,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,974,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,485,480 | 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 | $2,686,271 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,799,209 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,622,270 | ExcessFromYear4Amt |
| Excess From Year3 | $3,508,018 | ExcessFromYear3Amt |
| Excess From Year2 | $2,291,389 | ExcessFromYear2Amt |
| Excess From Year1 | $4,403,081 | ExcessFromYear1Amt |
| Excess From Current Year | $8,974,451 | 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 - HEWLETT PACKAR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10301 | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6508572982 | 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 FINANCIAL STATEMENTS, AND A DETAILED 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 | THE HEWLETT-PACKARD COMPANY 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | DONEE | 501(C)(3) | DISASTER RELIEF - FLOODS IN THE US, CANADA, AND MEXICO | $160,956 |
| CITIZEN SCHOOLS INC | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 115 | REDWOOD CITY | CA | 94065 | DONEE | 501(C)(3) | EDUCATION INITIATIVE | $25,000 |
| HEWLETT-PACKARD US EMPLOYEE CASH MATCH PROGRAM | |||||||
| 730 15TH STREET NW | WASHINGTON | DC | 20005 | DONEE | SUPPORT OF 540 501(C)(3) ORGANIZATIONS | $3,345,977 | |
| INTERNATIONAL FEDERATION OF RED CROSS AND RED CRESCENT | |||||||
| 420 LEXINGTON AVENUE SUITE 2811 | NEW YORK | NY | 10170 | DONEE | 501(C)(3) | DISASTER RELIEF - FLOODS IN THE BALKANS, INDIA, AND PAKISTAN | $75,000 |
| KIVA MICROFUNDS A CA NON-PROFIT BENEFIT CORPORATION | |||||||
| 875 HOWARD STREET | SAN FRANCISCO | CA | 94103 | DONEE | 501(C)(3) | MICROLOANS TO SMALL BUSINESS OWNERS AROUND THE WORLD TO START OR GROW A BUSINESS | $7,050,000 |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | DONEE | 501(C)(3) | DISASTER RELIEF - TYPHOON HAIYAN, BALKANS FLOODS, CHINA EARTHQUAKE | $455,814 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | DONEE | 501(C)(3) | COMMUNITY DEVELOPMENT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,212,747 | 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 | $168 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,102,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,280,886 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,383,549 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,383,549 | 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 Person | HEWLETT PACKARD COMPANY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 HANOVER STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 943041185 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,090,409 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PLEDGE IN THE FORM OF CASH OR NON-CASH | NoncashPropertyDesc |
| Fair Market Value | $12,090,409 | FairMarketValueAmt |
| Received | 2014-07-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $7,970 | $0 | $0 |
| AUDIT FEES | $29,344 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US DEBT INDEX FUND B - BLACKROCK US DEBT B | FMV | $20,544,393 | $20,544,393 |
| BLACKROCK RUSSELL 1000 INDEX FUND B | FMV | $50,282,288 | $50,282,288 |
| MONEY MARKET FUND B | FMV | $150 | $150 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXCISE TAXES | $8,528 | $0 | $0 |
| KIVA PROJECT ANALYSIS FEE | $15,434 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CASH MATCH PROGRAM EXPENSES | $200,859 | $0 | $200,859 |
| REGISTRY OF CHARITABLE TRUSTS | $225 | $0 | $0 |
| STATE FILING FEE | $10 | $0 | $0 |
| KIVA PROJECT LEGAL ANALYSIS FEE | $22,908 | $0 | $22,908 |
| KIVA PROJECT MARKETING SUPPORT FEE | $200,000 | $0 | $200,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $7,110,241 | $0 | $7,110,241 |
| LONG TERM GRANT DISCOUNT | -$7,746 | $0 | -$7,746 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| BOY Book Value | $734,000 | BOYBookValueAmt |
| EOY Book Value | $169,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $33,087 | Amt |
| Net Investment Income | $33,087 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $444,711 | $444,711 | $0 |
| EXCISE TAXES | $448,528 | $0 | $0 |