HP FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HP FOUNDATION (EIN 94-2618409)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-09-12
- IRS object ID
- 201422559349100317
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-09-12T19:07:46-05:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941341042 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942618409 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEWLETT-PACKARD COMPANY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEWL | NameControl |
| Phone | 6508572982 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 HANOVER STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 943031112 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ASHLEY B WATSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6508572982 | Phone |
| Date Signed | 2014-09-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNE F MACDONALD | Name |
| PTIN | P00359548 | PTIN |
| Phone | 6508458100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 110455813 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 15000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1046237 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7222550 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1046237 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 505048 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 16551290 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1046242 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 31500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 31596 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 31596 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 100111 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 100111 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 306307 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 306287 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 469514 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 131707 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 306287 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7155553 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 6405553 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7625067 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 131707 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 6711840 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8926223 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 914535 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5621 | CashBOY |
| Cash EOY | 5628 | CashEOY |
| Cash EOYFMV | 5628 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 47206 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 20259739 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 20259739 | SavingsAndTempCashInvstEOYFMV |
| Grants Receivable BOY | 51497194 | GrantsReceivableBOY |
| Grants Receivable EOY | 46408047 | GrantsReceivableEOY |
| Grants Receivable EOYFMV | 46408047 | GrantsReceivableEOYFMV |
| Investments Land Etc Basis | 37418574 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 37200000 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 37418574 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 37418574 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 12026620 | InvestmentsOtherBOY |
| Investments Other EOY | 6339863 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6339863 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 8528 | OtherAssetsBOY |
| Other Assets EOY | 23962 | OtherAssetsEOY |
| Other Assets EOYFMV | 23962 | OtherAssetsEOYFMV |
| Total Assets BOY | 100785169 | TotalAssetsBOY |
| Total Assets EOY | 110455813 | TotalAssetsEOY |
| Total Assets EOYFMV | 110455813 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 33333 | AccountsPayableBOY |
| Accounts Payable EOY | 185791 | AccountsPayableEOY |
| Grants Payable BOY | 378018 | GrantsPayableBOY |
| Grants Payable EOY | 969981 | GrantsPayableEOY |
| Other Liabilities BOY | 734000 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 734000 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1145351 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1889772 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 99639818 | RetainedEarningsBOY |
| Retained Earnings EOY | 108566041 | RetainedEarningsEOY |
| Total Net Assets BOY | 99639818 | TotalNetAssetsBOY |
| Total Net Assets EOY | 108566041 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 100785169 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 110455813 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 99639818 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8926223 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 108566041 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 108566041 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| RUSSELL 1000 INDEX FUND B | P | 5720550 | 4698238 | 1022312 | 1022312 |
| U S DEBT INDEX FUND B - HPX | P | 1502000 | 1478075 | 23925 | 23925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1046237 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4802550 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 50240461 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.095591 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4398264 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 46771976 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.094036 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4742695 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 39764020 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.119271 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3757446 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 21508457 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.174696 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6388219 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 17462460 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.365826 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.849420 | TotalDistributionRatio |
| Average Distribution Ratio | 0.169884 | AverageDistributionRatio |
| Net Noncharitable Assets | 46541005 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 7906572 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 9145 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7915717 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 6711840 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 18291 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 18291 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 18291 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 21117 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5000 | TaxPaidWithExtension |
| Total Credits And Payments | 26117 | TotalCreditsAndPayments |
| Overpayment | 7826 | Overpayment |
| Amount Credited To Next Year | 7826 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FRANCISCO JAVIER ARAGON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6508574648 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 HANOVER STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 943041112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ASHLEY B WATSON | ||||||||
| 3000 HANOVER STREET | PALO ALTO | CA | 94304 | EXECUTIVE DIRECTOR | 1.00 | 0 | 0 | 0 |
| CATHERINE A LESJAK | ||||||||
| 3000 HANOVER STREET | PALO ALTO | CA | 94304 | CHIEF FINANCIAL OFFICER/DI | 1.00 | 0 | 0 | 0 |
| MARTIN J HOMLISH | ||||||||
| 3000 HANOVER STREET | PALO ALTO | CA | 94304 | SECRETARY/DIRECTOR | 1.00 | 0 | 0 | 0 |
| HENRY GOMEZ | ||||||||
| 3000 HANOVER STREET | PALO ALTO | CA | 94304 | CHAIRMAN | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8740379 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1090798 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 37418574 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 47249751 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 47249751 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 708746 | CashDeemedCharitable |
| Net Noncharitable Assets | 46541005 | NetNoncharitableAssets |
| Minimum Investment Return | 2327050 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2327050 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 18291 | TaxBasedOnInvestmentIncome |
| Total Tax | 18291 | TotalTax |
| Distributable Amount Before Adj | 2308759 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2308759 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2308759 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 6711840 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 6711840 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 6711840 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2308759 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 5522318 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2686271 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3622270 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3508018 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2291389 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 17630266 | TotalExcessDistriCarryover |
| Qualifying Distributions | 6711840 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2308759 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4403081 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 22033347 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 5522318 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 16511029 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2686271 | ExcessFromYear4 |
| Excess From Year3 | 3622270 | ExcessFromYear3 |
| Excess From Year2 | 3508018 | ExcessFromYear2 |
| Excess From Year1 | 2291389 | ExcessFromYear1 |
| Excess From Current Year | 4403081 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | EXECUTIVE DIRECTOR - HEWLETT PACKAR | RecipientName |
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 Number | 6508572982 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | DONEE | 501(C)(3) | DISASTER RELIEF - FLOODINGS IN THE US, CANADA, AND MEXICO | $843,930 |
| CITIZEN SCHOOLS INC | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 115 | REDWOOD CITY | CA | 94065 | DONEE | 501(C)(3) | EDUCATION INITIATIVE | $250,000 |
| HEWLETT-PACKARD US EMPLOYEE CASH MATCH PROGRAM | |||||||
| 730 15TH STREET NW | WASHINGTON | DC | 20005 | SUPPORT OF 540 501(C)(3) ORGANIZATIONS | $3,992,962 | ||
| INTERNATIONAL FEDERATION OF RED CROSS AND RED CRESCENT | |||||||
| 420 LEXINGTON AVENUE SUITE 2811 | NEW YORK | NY | 10170 | DONEE | 501(C)(3) | DISASTER RELIEF - TYPHOON BOPHA AND CYCLONE PHAILIN | $150,000 |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | DONEE | 501(C)(3) | DISASTER RELIEF - FLOODINGS IN INDIA AND AND OKLAHOMA TORNADO | $639,151 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVE NW SUITE 700 | WASHINGTON | DC | 20036 | DONEE | 501(C)(3) | TO SUPPORT HPCO VOLUNTEER REWARDS PROGRAM | $175,000 |
| GLOBAL GIVING FOUNDATION | |||||||
| 1110 VERMONT AVE NW SUITE 550 | WASHINGTON | DC | 20005 | DONEE | 501(C)(3) | TO SUPPORT HPCO VOLUNTEER REWARDS PROGRAM | $325,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 94063 | DONEE | 501(C)(3) | DISASTER RELIEF - TYPHOON FLOODS IN THE PHILIPPINES | $25,000 |
| SALVATION ARMY NATIONAL CORPORATION | |||||||
| 615 SLATERS LANE PO BOX 269 | ALEXANDRIA | VA | 22313 | DONEE | 501(C)(3) | DISASTER RELIEF - FLOODING IN COLORADO | $4,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 6405553 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CITIZEN SCHOOLS INC | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 115 | REDWOOD CITY | CA | 94065 | DONEE | 501(C)(3) | EDUCATION INITIATIVE | $250,000 |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | DONEE | 501(C)(3) | DISASTER RELIEF - FLOODINGS IN INDIA AND AND OKLAHOMA TORNADO | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 750000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $505,048 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,046,237 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,551,290 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1551290 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | HEWLETT PACKARD COMPANY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 15000000 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | PLEDGE IN THE FORM OF CASH OR NON-CASH | NoncashPropertyDescription |
| Fair Market Value | 15000000 | FairMarketValue |
| Date Received | 2013-01-31 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX PREPARATION | $4,250 | 0 | 0 |
| AUDIT FEES | $27,250 | 0 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| US DEBT INDEX FUND B - BLACKROCK US DEBT B | FMV | 1867123 | 1867123 |
| BLACKROCK RUSSELL 1000 INDEX FUND B | FMV | 4472740 | 4472740 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PREPAID EXCISE TAXES | 8528 | 8528 | 8528 |
| KIVA PROJECT ANALYSIS FEE | 15434 | 15434 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CASH MATCH PROGRAM EXPENSES | 306287 | 0 | 306287 |
| STATE FILING FEES | 20 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| UNREALIZED GAINS ON INVESTMENTS | 489557 | 0 | 489557 |
| LONG TERM GRANT DISCOUNT | 15491 | 0 | 15491 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED EXCISE TAXES | Description |
| BOY Book Value | 734000 | BOYBookValue |
| EOY Book Value | 734000 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | Category |
| Amount | $31,596 | Amount |
| Net Investment Income | 31596 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PROPERTY TAXES | $86,611 | 86611 | 0 |
| EXCISE TAXES | $13,500 | 13500 | 0 |
Comments