SKYLINE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SKYLINE FOUNDATION (EIN 94-3380194)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-30
- IRS object ID
- 201432739349100508
- Schema version
- 2013v3.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-30T13:34:42-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 AIRPORT PARKWAY | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943380194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YELLOW CHAIR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YELL | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET NO 300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA FILO | PersonNm |
| Person Title | CFO & SECRETARY | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2014-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LEE | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $227,554,208 | 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 | $9,745,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $158,466 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $226,625 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,064,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,034,408 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,074,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,375,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,109,991 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | -$223,836 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,042,814 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,147,188 | 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 | $28,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,428 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,428 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,366,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,163,869 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $202,990 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $531,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,149 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $57 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,092 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,673 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,947,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,195,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $223,781 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,527,649 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,128,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,475,462 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,195,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,352,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,567,352 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,952,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,100,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,781,339 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,781,339 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $52,218 | AcctRcvblAmt |
| Acct Rcvbl BOY | $53,245 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $52,218 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $52,218 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,841 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,843 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,843 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $125,394,562 | CorporateStockBOYAmt |
| Corporate Stock EOY | $155,618,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $155,618,631 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $62,773,369 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $66,097,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,097,177 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $191,326,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,554,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $227,554,208 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $243,398 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $309,138 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,399,119 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $300,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $920,243 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,543,398 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,628,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $188,782,700 | UnrestrictedBOYAmt |
| Unrestricted EOY | $217,925,708 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $188,782,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $217,925,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $191,326,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $227,554,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $188,782,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,567,352 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,117,656 | OtherIncreasesAmt |
| Subtotal | $218,467,708 | SubtotalAmt |
| Other Decreases | $542,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $217,925,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS DONATED YAHOO STOCK | 2013-10-25 | 2013-11-01 | $9,941,766 | $9,941,766 | $9,941,766 | ||
| GS CAPITAL PARTNERS V INST. - K1 | 2011-01-01 | 2013-12-31 | $746,802 | $746,802 | $746,802 | P | |
| GS CAPITAL PARTNERS VI PARALLEL - K1 | 2011-01-01 | 2013-12-31 | $737,011 | $737,011 | $737,011 | P | |
| WHITEHALL PARALLEL GLOBALREAL ESTATE 2007 - K1 | 2011-01-01 | 2013-12-31 | $243,976 | $243,976 | $243,976 | P | |
| GOLDMAN SACHS VINTAGE FUND IV OFFSHORE HOLDINGS, LP | 2011-01-01 | 2013-12-31 | $162,011 | $162,011 | $162,011 | P | |
| GS CONCENTRTED PRIVATE EQUITY OPPORTUNITIES FUND OFFSHORE | 2011-01-01 | 2013-12-31 | $87,310 | $87,310 | $87,310 | P | |
| GS MEZZANINE PARTNERS 2006 OFFSHORE LP | 2011-01-01 | 2013-12-31 | $691,945 | -$691,945 | -$691,945 | P | $1,383,890 |
| THL EQUITY FUND VI- GS ACCESS OFFSHORE LP | 2011-01-01 | 2013-12-31 | $135,165 | $135,165 | $135,165 | P | |
| GS VINTAGE FUND OFFSHORE | 2011-01-01 | 2013-12-31 | $252,497 | $252,497 | $252,497 | P | |
| GOLDMAN SACHS VINTAGE FUND III OFFSHORE, LP | 2011-01-01 | 2013-12-31 | $262,167 | $262,167 | $262,167 | P | |
| GS MEZZANINE PARTNERS V OFFSHORE LP | 2011-01-01 | 2013-12-31 | $260,589 | $260,589 | $260,589 | P | |
| GS WLR OPPORTUNITIES FUND OFFSHORE LP | 2011-01-01 | 2013-12-31 | $146,839 | $146,839 | $146,839 | P | |
| GS PRIVATE EQUITY CONCENTRATED ENERGY FUND II | 2011-01-01 | 2013-12-31 | $26,943 | $26,943 | $26,943 | P | |
| PRIVATE EQUITY MANAGERS 2013 | 2013-09-01 | 2013-12-31 | $17,154 | -$17,154 | -$17,154 | P | $34,308 |
| GROWTH AND EMERGING MARKETS PRIVATE EQUITY | 2011-01-01 | 2013-12-31 | $38,975 | -$38,975 | -$38,975 | P | $77,950 |
| GS REAL ESTATE MEZZANINE PARTNERS LP | 2011-01-01 | 2013-12-31 | $177 | $177 | $177 | P | |
| KKR PRINCIPAL OPPORTUNITIES ACCESS FUND | 2013-07-21 | 2013-12-31 | $584 | -$584 | -$584 | P | $1,168 |
| GS VINTAGE FUND VI OFFSHORE LP | 2011-01-01 | 2013-12-31 | $47,591 | $47,591 | $47,591 | P | |
| WHITEHALL STREET INTERNATINOAL REAL ESTATE CORP 2005 | 2011-01-01 | 2013-12-31 | $451,636 | -$451,636 | -$451,636 | P | $903,272 |
| MT KELLETT CAPITAL PARTNERS II ACCESS FUND | 2011-01-01 | 2013-12-31 | $200,381 | $200,381 | $200,381 | P | |
| ARTISAN DYNAMIC EQUITY | 2011-01-01 | 2013-12-31 | $1,221,798 | $1,221,798 | $1,221,798 | P | |
| LATEEF DYNAMIC EQUITY | 2011-01-01 | 2013-12-31 | $553,304 | $553,304 | $553,304 | P | |
| VONTOBEL (INTERNATIONAL TACTICAL EQUITY) | 2011-01-01 | 2013-12-31 | $203,151 | $203,151 | $203,151 | P | |
| LSV (INTERNATIONAL EQUITY) | 2011-01-01 | 2013-12-31 | $202,526 | $202,526 | $202,526 | P | |
| GS LARGE CAP STRATEGIC VALUE | 2011-01-01 | 2013-12-31 | $16,536,377 | $2,655,750 | $2,655,750 | P | $13,880,627 |
| FS HIGH QUALITY FIXED INCOME | 2011-01-01 | 2013-12-31 | $1,533,566 | $54,895 | $54,895 | P | $1,478,671 |
| YACKTMAN DYNAMIC EQUITY | 2011-01-01 | 2013-12-31 | $1,273,759 | $369,029 | $369,029 | P | $904,730 |
| GS CONCENTRATED GROWTH | 2011-01-01 | 2013-12-31 | $11,858,496 | $3,542,162 | $3,542,162 | P | $8,316,334 |
| GS INTERNATIONAL TACTICAL | 2011-01-01 | 2013-12-31 | $15,565,604 | $319,797 | $319,797 | P | $15,245,807 |
| GS HA CORE FOCUSED | 2011-01-01 | 2013-12-31 | $2,975,264 | $936,648 | $936,648 | P | $2,038,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,109,991 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,911,164 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $179,769,077 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049570 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,562,687 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $179,159,451 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047794 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,073,993 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $152,095,666 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053085 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,165,482 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $133,669,553 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,428,277 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $177,733,799 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058674 | DistributionYr5Rt |
| Total Distribution | 0.262729 | TotalDistributionRt |
| Average Distribution | 0.052546 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $205,427,452 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,794,391 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $239,522 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,033,913 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,352,311 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $479,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $479,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $479,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400,800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $30,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $431,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $102 | EsPenaltyAmt |
| Tax Due | $47,645 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID FILO | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANGELA FILO | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CFO & SECRETARY | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 555 CALIFORNIA STREET 44TH FLOOR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGER | $1,125,047 |
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CONSULTANT | $238,812 |
| 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 | $204,081,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,474,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $208,555,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $208,555,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,128,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $205,427,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,271,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,271,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $479,043 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,836 | IncomeTaxAmt |
| Total Tax | $482,879 | TotalTaxAmt |
| Distributable Before Adj | $9,788,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,788,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,788,494 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,352,311 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,352,311 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,352,311 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,788,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $83,968 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $83,968 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,352,311 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,352,311 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $83,968 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $83,968 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $352,215 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| 826 NATIONAL | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $25,000 | |
| ACLU FOUNDATION OF NORTHERN CALIFORNIA | |||||||
| 39 DRUMM STREET | SAN FRANCISCO | CA | 94111 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $1,250,000 | |
| BLOSSOM BIRTH SERVICES | |||||||
| 299 S CALIFORNIA AVENUE STE 120 | PALO ALTO | CA | 94306 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $5,000 | |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $20,000 | |
| CANOPY TREES FOR PALO ALTO | |||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | FUNDRAISER | $9,350 | |
| CANOPY TREES FOR PALO ALTO | |||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | THE POWER OF THE TREES BENEFIT DINNER | $10,000 | |
| COLLEGE TRACK | |||||||
| 111 BROADWAY | OAKLAND | CA | 94607 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $25,000 | |
| COMMUNITY HEALTH AWARENESS COUNCIL | |||||||
| 711 CHURCH STREET PO BOX 335 | MOUNTAIN VIEW | CA | 94042 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $25,000 | |
| DONORSCHOOSEORG | |||||||
| 213 WEST 35TH STREET 2ND FLOOR | NEW YORK | NY | 10001 | 501 (C)(3) PUBLIC CH | HIGH SCHOOL JOURNALISM | $50,000 | |
| DONORSCHOOSEORG | |||||||
| 213 WEST 35TH STREET 2ND FLOOR | NEW YORK | NY | 10001 | 501 (C)(3) PUBLIC CH | DONORSCHOOSE GIFT CARDS | $20,000 | |
| DONORSCHOOSEORG | |||||||
| 213 WEST 35TH STREET 2ND FLOOR | NEW YORK | NY | 10001 | 501 (C)(3) PUBLIC CH | INSPIRE TEACHER MATCH CODE PROGRAM | $1,150,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | 2012 JOURNALISM TRIP | $12,180 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | EXPANSION OF THE STUDENT BODY | $400,000 | |
| THE ENERGY FOUNDATION | |||||||
| 301 BATTERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $500,000 | |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $50,000 | |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 501 (C)(3) PUBLIC CH | MULTI-YEAR PLEDGE FOR GENERAL SUPPORT | $750,000 | |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||||
| 2160 EUCLID AVE | EAST PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $25,000 | |
| FRIENDS OF THE PALO ALTO JUNIOR MUSEUM AND ZOO | |||||||
| 1451 MIDDLEFIELD ROAD | PALO ALTO | CA | 94301 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $10,000 | |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 222 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | 501 (C)(3) PUBLIC CH | GLOBAL FUND FOR WOMEN GALA | $20,000 | |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 222 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | 501 (C)(3) PUBLIC CH | FIVE YEAR CAMPAIGN | $100,000 | |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 222 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $400,000 | |
| GLOBAL GIVING FOUNDATION INC | |||||||
| 1023 15TH STREET NW | WASHINGTON | DC | 20009 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $150,000 | |
| IMENTOR | |||||||
| 30 BROAD STREET 9TH FLOOR | NEW YORK | NY | 10004 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $1,000 | |
| IMENTOR | |||||||
| 30 BROAD STREET 9TH FLOOR | NEW YORK | NY | 10004 | 501 (C)(3) PUBLIC CH | GROWTH CAPITAL | $600,000 | |
| JOURNALISM EDUCATION ASSOCIATION | |||||||
| KANSAS STATE UNIVERSITY 103 KEDZIE | MANHATTAN | KS | 66506 | 501 (C)(3) PUBLIC CH | NATIONAL MENTORING PROGRAM | $11,000 | HALL |
| LAWRENCE SCHOOLS FOUNDATION | |||||||
| 110 MCDONALD DRIVE | LAWRENCE | KS | 66044 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $5,000 | |
| NEW TEACHER CENTER | |||||||
| 725 FRONT STREET SUITE 400 | SANTA CRUZ | CA | 95060 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $200,000 | |
| NEW TEACHER CENTER | |||||||
| 725 FRONT STREET SUITE 400 | SANTA CRUZ | CA | 95060 | 501 (C)(3) PUBLIC CH | GROWTH CAPITAL CAMPAIGN | $250,000 | |
| PALO ALTO ART CENTER FOUNDATION | |||||||
| 1313 NEWELL ROAD | PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $20,000 | |
| PHOTO ALLIANCE | |||||||
| PO BOX 29010 | SAN FRANCISCO | CA | 94129 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $15,000 | |
| PRO PUBLICA INC | |||||||
| 55 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $250,000 | |
| PUENTE DE LA COSTA SUR | |||||||
| 620 NORTH STREET PO BOX 554 | PESCADERO | CA | 94060 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $25,000 | |
| QUEST SCHOLARS PROGRAM | |||||||
| PO BOX 20054 | STANFORD | CA | 94309 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $60,000 | |
| UC BERKELEY FOUNDATION (GRADUATE SCHOOL OF JOURNALISM) | |||||||
| 121 NORTH GATE HALL 5860 | BERKELEY | CA | 94720 | 501 (C)(3) PUBLIC CH | STUDENT FELLOWSHIP FOR THE GRADUATE SCHOOL OF JOURNALISM | $500,000 | |
| UC BERKELEY FOUNDATION (GRADUATE SCHOOL OF JOURNALISM) | |||||||
| 121 NORTH GATE HALL 5860 | BERKELEY | CA | 94720 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT FOR THE GRADUATE SCHOOL OF JOURNALISM | $125,000 | |
| SAN FRANCISCO JAZZ FOUNDATION | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $10,000 | |
| SIERRA CLUB | |||||||
| 85 2ND STREET SECOND FLOOR | SAN FRANCISCO | CA | 94105 | 501 (C)(3) PUBLIC CH | BEYOND COAL CAMPAIGN | $400,000 | |
| ST FRANCIS CENTER OF REDWOOD CITY | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 94063 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $50,000 | |
| STANFORD SCHOOL CORPORATION - EAST PALO ALTO ACADEMY | |||||||
| 695 BAY ROAD | MENLO PARK | CA | 94025 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $60,000 | |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 501 (C)(3) PUBLIC CH | PROFESSORSHIP IN POVERTY AND EDUCATION | $1,330,000 | |
| STANFORD UNIVERSITY (BING NURSERY SCHOOL) | |||||||
| STANFORD UNIVERSITY 850 ESCONDIDO | STANFORD | CA | 94305 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT FOR BING NURSERY SCHOOL | $15,000 | ROAD |
| STUDENT PRESS LAW CENTER | |||||||
| 1101 WILSON BLVD SUITE 1100 | ARLINGTON | VA | 22209 | 501 (C)(3) PUBLIC CH | FUNDRAISING CONSULTANT AND PART-TIME STAFF | $45,000 | |
| STUDENT PRESS LAW CENTER | |||||||
| 1101 WILSON BLVD SUITE 1100 | ARLINGTON | VA | 22209 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $100,000 | |
| YUMA COMMUNITY FOOD BANK | |||||||
| 2404 E 24TH STREET | YUMA | AZ | 85365 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,128,530 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DONORSCHOOSEORG | ||||||
| 213 WEST 35TH STREET 2ND FLOOR | NEW YORK | NY | 10001 | 501 (C)(3) PUBLIC CH | INSPIRE TEACHER MATCH CODE PROGRAM | $1,150,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | ||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | 501 (C)(3) PUBLIC CH | EXPANSION OF THE STUDENT BODY | $1,600,000 |
| THE ENERGY FOUNDATION | ||||||
| 301 BATTERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $500,000 |
| GLOBAL FUND FOR WOMEN INC | ||||||
| 222 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $800,000 |
| IMENTOR | ||||||
| 30 BROAD STREET 9TH FLOOR | NEW YORK | NY | 10004 | 501 (C)(3) PUBLIC CH | GROWTH CAPITAL | $2,400,000 |
| NEW TEACHER CENTER | ||||||
| 725 FRONT STREET SUITE 400 | SANTA CRUZ | CA | 95060 | 501 (C)(3) PUBLIC CH | GROWTH CAPITAL CAMPAIGN | $750,000 |
| PRO PUBLICA INC | ||||||
| 55 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | 501 (C)(3) PUBLIC CH | GENERAL SUPPORT | $250,000 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 501 (C)(3) PUBLIC CH | PROFESSORSHIP IN POVERTY AND EDUCATION | $1,170,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,620,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,466 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,064,301 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,074,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,297,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,297,314 | 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 | DAVID AND ANGELA FILO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,745,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 300,000 SHARES OF YAHOO STOCK | NoncashPropertyDesc |
| Fair Market Value | $9,745,500 | FairMarketValueAmt |
| Received | 2013-10-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $28,855 | Amt |
| Net Investment Income | $14,428 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,428 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | QUOTED MARKET | StockNm |
| EOY Book Value | $155,618,631 | EOYBookValueAmt |
| EOYFMV | $155,618,631 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $66,097,177 | BookValueAmt |
| EOYFMV | $66,097,177 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED EXCISE TAX | Description |
| Amount | $542,000 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,843 | $242 | $4,601 |
| MEMBERSHIP DUES | $704 | $35 | $670 |
| OFFICE EXPENSE | $16,396 | $16,396 | $0 |
| OTHER | -$2,791 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $27,117,656 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $300,000 | $842,000 |
| TAX LIABILITY | $0 | $78,243 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION ADMINISTRATION | $238,812 | $35,822 | $202,990 |
| MANAGEMENT FEES | $1,125,047 | $1,125,047 | $0 |
| OTHER | $3,000 | $3,000 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| DAVID FILO | |||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 |
| ANGELA FILO | |||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $160 | $0 | $0 |
| EXCISE TAX EXPENSE | $531,638 | $0 | $0 |
Comments