SAKANA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAKANA FOUNDATION (EIN 27-6269382)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202611349349105656
- Schema version
- 2024v5.2
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T19:04:31-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Advisory Group LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Lagoon Drive Ste 400 | AddressLine1Txt |
| City | Redwood CIty | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276269382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAKANA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PISCES INC | InCareOfNm |
| Business Name Control | SAKA | BusinessNameControlTxt |
| Phone | 4152880540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Evans Avenue No 880154 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94188 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | william Fisher | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUANNA P TANG | PreparerPersonNm |
| PTIN | P01253028 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $135,828,520 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $659,691 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $781,079 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,373,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,861,572 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,779,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,115,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,291,680 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$34,043 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$34,043 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,788,900 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,900,288 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,105 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,871 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,277 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,277 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,126 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $263,975 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $524,826 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,571 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $408,888 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $886,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,848 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $494,396 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,277,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,782,905 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,164,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,848 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,277,301 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,375,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,809,440 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $186,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,550 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,095 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,995 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,995 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $37,154,324 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,747,464 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,747,464 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $47,780,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,603,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,603,509 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $44,726,754 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,700,918 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,700,918 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,242,308 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,491,084 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,491,084 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $133,093,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,828,520 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $135,828,520 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $124,334 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $161,856 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,596,927 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,091,812 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $47,225 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $169,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,768,486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,422,668 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $130,324,702 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $126,405,852 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,324,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $126,405,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,093,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $135,828,520 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,324,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,375,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,456,780 | OtherIncreasesAmt |
| Subtotal | $126,405,852 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $126,405,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PARTNERSHIPS & PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-10-25 | AcquiredDt |
| Sold | 2025-06-30 | SoldDt |
| Gross Sales Price | $34,115,384 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,823,704 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,291,680 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,291,680 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,291,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $122,451 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $122,451 | SubtotalAmt |
| Tax Based On Investment Income | $122,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $139,933 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $174,933 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,482 | OverpaymentAmt |
| Applied To ES Tax | $52,482 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISCES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152880540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 EVANS AVENUE NO 880154 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941888036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM FISHER | ||||||||
| 1300 Evans Avenue No 880154 | SAN FRANCISCO | CA | 94188 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| SAKURAKO FISHER | ||||||||
| 1300 Evans Avenue No 880154 | SAN FRANCISCO | CA | 94188 | TRUSTEE | 2.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD PLATEAU | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Ave | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consulting | ServiceTypeTxt |
| Compensation | $317,999 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $105,663,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $306,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,625,211 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $128,594,827 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $128,594,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,928,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $126,665,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,333,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,333,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122,451 | TotalTaxAmt |
| Distributable Before Adj | $6,210,844 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,210,844 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,210,844 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,277,301 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,277,301 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,210,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,235,785 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,837,852 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,957,600 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,924,166 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $15,955,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,277,301 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,210,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,066,457 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,021,860 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,235,785 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,786,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,837,852 | ExcessFromYear4Amt |
| Excess From Year3 | $1,957,600 | ExcessFromYear3Amt |
| Excess From Year2 | $1,924,166 | ExcessFromYear2Amt |
| Excess From Current Year | $2,066,457 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM FISHER | ContributingManagerNm |
| Contributing Manager | SAKURAKO FISHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT B | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Evans Avenue No 880154 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attachment B | GrantOrContributionPurposeTxt |
| Amt | $7,782,905 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,782,905 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT C | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Evans Avenue No 880154 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attachment C | GrantOrContributionPurposeTxt |
| Amt | $8,688,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,688,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $659,691 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,373,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,779,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$34,043 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,778,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,778,900 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | SAKURAKO FISHER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 EVANS AVENUE NO 880154 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING COMPLIANCE FEES | $48,132 | $25,538 | $25,538 |
| ACCOUNTING CONSULTING FEES | $739 | $739 | $739 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | THIRD PLATEAU | ContractorPersonNm |
| Explanation | CONSULTING SERVICES FOR GRANT MAKING | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Unleashed Productions Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3471 | AddressLine1Txt |
| City | Park City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-11-13 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | The Grant will be used for the completion of THAW documentary. | PurposeOfGrantTxt |
| Expended By Grantee | $50,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/7/2025 | DatesOfReportsByGranteeTxt |
| Verification | 2025-11-07 | VerificationDt |
| Results Of Verification | THE GRANTEE SPENT THE GRANT ON THE PURPOSE DESCRIBED ABOVE DURING THE PERIOD FROM 11/4/2024 TO 11/4/2025. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 1,999,354 SHS GAP INC. | StockNm |
| EOY Book Value | $43,603,509 | EOYBookValueAmt |
| EOYFMV | $43,603,509 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,747,464 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,747,464 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DRAGONEER GLOBAL OFF FEEDER II | FMV | $3,289,120 | $3,289,120 |
| TOUCHSTONE SANDS CAPITAL FUND | FMV | $4,322,925 | $4,322,925 |
| LONE CASCADE LP | FMV | $25,554,940 | $25,554,940 |
| DODGE & COX INCOME FUND CLASS | FMV | $10,488,674 | $10,488,674 |
| DODGE & COX GLOBAL STOCK FUND | FMV | $17,079,308 | $17,079,308 |
| VANGUARD SHORT-TERM INVESTMENT | FMV | $10,654,448 | $10,654,448 |
| SANDS CAPITAL GLOBAL GROWTH FD | FMV | $6,311,503 | $6,311,503 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Disbursements Charitable Prps | $1,105 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOAN RECEIVABLE | $3,006,763 | $3,393,027 | $3,393,027 |
| INTEREST RECEIVABLE | $235,545 | $98,057 | $98,057 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $23,397 | $23,397 | |
| ADVISORY FEE | $92,541 | $41,174 | |
| D&O LIABILITY | $6,190 | $6,190 | |
| PROGRAM EXPENSES | $402,698 | $402,698 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Revenue And Expenses Per Books | -$34,043 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$34,043 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/(LOSSES) | Desc |
| Amt | $2,456,780 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $31,125 | $169,000 |
| PREPAID INTEREST ON PRI | $16,100 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT CONSULTING FEES | CategoryTxt |
| Amt | $49,068 | Amt |
| Disbursements Charitable Prps | $58,126 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $263,975 | Amt |
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