SOMELAND FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOMELAND FOUNDATION (EIN 45-3438376)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349102557
- Schema version
- 2014v5.0
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:52:18-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263839190 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 UNIVERSITY AVE 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 | 2014-01-01 | 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 CO ADLER & COLVIN | BusinessNameLine1Txt |
| 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 | 2015-11-12 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,380,073 | 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 | $9,851,167 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $115,717 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115,717 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $287,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,478 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $556,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,849,879 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,552,608 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $172 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $172 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,811,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,955,975 | 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 | $129,203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,153 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,577 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $350,221 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $104,471 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $121,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,768 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $669,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,601,455 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,601,455 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,271,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,601,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,539,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,822,927 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,873,970 | CashBOYAmt |
| Cash EOY | $10,364,767 | CashEOYAmt |
| Cash EOYFMV | $10,364,767 | CashEOYFMVAmt |
| Other Investments BOY | $16,836,734 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,015,306 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,015,306 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,710,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,380,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,380,073 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,200 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $60,117 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $109,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $27,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169,117 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,683,504 | UnrestrictedBOYAmt |
| Unrestricted EOY | $27,210,956 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,683,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,210,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,710,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,380,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,683,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,539,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,223,192 | SubtotalAmt |
| Other Decreases | $12,236 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,210,956 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $14,849,879 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,297,271 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,552,608 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,552,608 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,552,608 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,721,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,678,419 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.092188 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,039,330 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,201,341 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100950 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,296 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,489,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011815 | DistributionYr3Rt |
| Total Distribution | 0.204953 | TotalDistributionRt |
| Average Distribution | 0.068318 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,213,588 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,244,316 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $108,229 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,352,545 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,601,455 | 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 | $108,229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $108,229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $108,229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $145,504 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $145,504 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $37,275 | OverpaymentAmt |
| Applied To ES Tax | $37,275 | 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 | Yes (1) | 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 | BURR PILGER MAYER INC | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $16,770,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,720,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,490,952 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,490,952 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,213,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $910,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $910,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $108,229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $108,229 | TotalTaxAmt |
| Distributable Before Adj | $802,450 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $802,450 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $802,450 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,601,455 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,601,455 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $108,229 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,493,226 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $802,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,033,873 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $806,818 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,840,691 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,601,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $802,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $799,005 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,639,696 | 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 | $2,639,696 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,033,873 | ExcessFromYear2Amt |
| Excess From Year1 | $806,818 | ExcessFromYear1Amt |
| Excess From Current Year | $799,005 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARA WILLIAMS | ContributingManagerNm |
| Contributing Manager | EVAN WILLIAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JAMIE OLIVER FOOD FOUNDATION | ||||||||
| SUITE 900 1888 CENTURY PARK EAST | LOS ANGELES | CA | 90067 | N/A | 501(C)3 | GENERAL OPERATING FUND | $20,000 | |
| SAPLING FOUNDATION | ||||||||
| 250 HUDSON STREET ROOM 1002 | NEW YORK | NY | 10013 | N/A | 501(C)3 | TED CONFERENCE FELLOWS PROGRAMSTATEMENT REQUIRED BY IRS REG SEC 53.4945-5(D)DATE AND AMOUNT OF GRANT:02/24/14 $100,000PURPOSE OF THE GRANT:THE PURPOSE OF THE GRANT IS TO SUPPORT THE TED CONFERENCE FELLOWS PROGRAM. ACTUAL USE OF THE GRANT:GRANT FUNDS WERE ALLOCATED TO THE PAYMENT OF TED FELLOWS PROGRAM EXPENSES. NO PART OF THE GRANT FUNDS REMAINED ON HAND AT THE END OF THE PERIOD COVERED BY THE REPORT.DATE AND RESULT OF VERIFICATION OF THE GRANTEE'S REPORT:05/21/15 IS THE GRANTEE'S FIRST AND FINAL REPORT FOR THE GRANT COVERED. | $100,000 | |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 1820 FOLSOM STREET | BOULDER | CO | 80302 | N/A | 501(C)3 | SCALING BUILDING EFFICIENCY PROGRAM | $100,000 | |
| TIM BRAUCH MEMORIAL SKATE PARK FUND | ||||||||
| 28011 MISSION STREET | SANTA CRUZ | CA | 95060 | N/A | 501(C)3 | SCHOLARSHIPS | $9,000 | |
| KQED INC | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | 501(C)3 | GENERAL OPERATING FUND | $10,000 | |
| GIRLS WHO CODE INC | ||||||||
| 261 5TH AVENUE ROOM 2303 | NEW YORK | NY | 10016 | N/A | 501(C)3 | GENERAL OPERATING FUND | $20,000 | |
| HUMAN NEEDS PROJECT INC | ||||||||
| 36 PROFESSIONAL CENTER PARKWAY | SAN RAFAEL | CA | 94903 | N/A | 501(C)3 | GENERAL OPERATING FUND | $50,000 | |
| ZEN HOSPICE PROJECT INC | ||||||||
| 273 PAGE STREET | SAN FRANCISCO | CA | 94102 | N/A | 501(C)3 | GENERAL OPERATING FUND | $25,000 | |
| THE LITTLE SCHOOL | ||||||||
| 1520 LYON STREET | SAN FRANCISCO | CA | 94115 | N/A | 501(C)3 | BUILDING RENOVATION FUND & ANNUAL FUND DRIVE | $150,000 | |
| IDEOORG | ||||||||
| 100 FOREST AVENUE | PALO ALTO | CA | 94301 | N/A | 501(C)3 | SFUSD SCHOOL FOOD REFORM PROGRAM | $407,455 | |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||||
| 3470 WILSHIRE BOULEVARD SUITE 980 | LOS ANGELES | CA | 90010 | N/A | 501(C)3 | GENERAL OPERATING FUND | $150,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 354 PINE STREET SUITE 700 | SAN FRANCISCO | CA | 94104 | N/A | 501(C)3 | SFUSD SCHOOL FOOD REFORM & EDUCATORS FOR CONSIDERATION PROGRAMS | $350,000 | |
| UCSF FOUNDATION | ||||||||
| 220 MONTGOMERY STREET FLOOR 5 | SAN FRANCISCO | CA | 94104 | N/A | 501(C)3 | GENERAL OPERATING FUND & GAZZALEY LAB | $85,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | 501(C)3 | THE SOLUTIONS PROJECT RE-GRANTING PROGRAM | $125,000 | 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,601,455 | 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 | $115,717 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,478 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $556,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $959,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $959,962 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| EVAN SARA WILLIAMS | |||||||
| 1 | 235 MONTGOMERY STREET SUITE 1220 | SAN FRANCISCO | CA | 94104 | $9,773,920 | Yes (X) | |
| EVAN SARA WILLIAMS | |||||||
| 2 | 235 MONTGOMERY STREET SUITE 1220 | SAN FRANCISCO | CA | 94104 | $77,247 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 251,193 SHS TWITTER | NoncashPropertyDesc |
| Fair Market Value | $9,773,920 | FairMarketValueAmt |
| Received | 2014-12-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $57,153 | Amt |
| Net Investment Income | $28,577 | 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 | $17,015,306 | BookValueAmt |
| EOYFMV | $17,015,306 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $129,203 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $12,236 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $8,631 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLDMAN SACHS | Desc |
| Revenue And Expenses Per Books | $172 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $172 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $172 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED TAXES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $109,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $245,750 | $0 | $0 |
| ADVISOR FEES | $104,471 | $104,471 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA EVAN WILLIAMS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET SUITE 1220 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $121,000 | $0 | $0 |
| STATE TAXES | $10 | $0 | $0 |
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