DREW FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DREW FOUNDATION (EIN 77-0552387)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-24
- IRS object ID
- 202631149349100218
- Schema version
- 2024v5.5
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-24T10:29:38-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831356013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATALYST FAMILY OFFICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2708 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94026 | 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 | 770552387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DREW | BusinessNameControlTxt |
| Phone | 6506148219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 MIDDLEFIELD ROAD | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN L DREW | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6506148219 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERESA A HOLLAND | PreparerPersonNm |
| PTIN | P00184685 | PTIN |
| Phone | 6502105300 | 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 | $6,006,153 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,811,360 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $102,325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102,325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $222,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,098 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $630,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,445,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,218,675 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,766,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,543,098 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,315 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $215,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $215,766 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $754 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,678 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $69,678 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $336,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $286,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,119,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,119,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,455,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $286,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,119,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,689,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,256,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $314,910 | CashBOYAmt |
| Cash EOY | $343,371 | CashEOYAmt |
| Cash EOYFMV | $343,371 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,798,710 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,315,660 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,047,848 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,261,752 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,158,884 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,993,330 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,675,807 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,544,097 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,621,604 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,051,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,362,012 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,006,153 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,051,179 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,362,012 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,051,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,362,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,051,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,362,012 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,051,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,689,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $138 | OtherIncreasesAmt |
| Subtotal | $5,362,012 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,362,012 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH 07167 - VARIOUS SHORT TERM SECURITIES | 2023-12-19 | 2024-08-02 | $378,700 | $399,900 | -$21,200 | -$21,200 |
| MERRILL LYNCH 07167 - VARIOUS LONG TERM SECURITIES | 2016-05-04 | 2024-08-02 | $1,232,590 | $911,373 | $321,218 | $321,218 |
| MERRILL LYNCH 07168 - VARIOUS SHORT TERM SECURITIES | 2024-06-24 | 2025-01-10 | $71,515 | $74,767 | -$3,247 | -$3,247 |
| MERRILL LYNCH 07168 - VARIOUS LONG TERM SECURITIES | 2016-12-22 | 2025-01-10 | $854,363 | $532,469 | $321,894 | $321,894 |
| ROCKEFELLER 2522 - VARIOUS SHORT TERM SECURITIES | 2025-01-01 | 2025-06-30 | $68,016 | $65,371 | $2,645 | $2,645 |
| ROCKEFELLER 2522 - VARIOUS SHORT TERM SECURITIES | 2020-06-02 | 2025-06-30 | $659,305 | $667,219 | -$7,914 | -$7,914 |
| ROCKEFELLER 2526 - VARIOUS SHORT TERM SECURITIES | 2025-01-01 | 2025-06-30 | $43,995 | $41,055 | $3,004 | $3,004 |
| ROCKEFELLER 2526 - VARIOUS SHORT TERM SECURITIES | 2024-01-01 | 2025-06-30 | $400,469 | $286,087 | $114,463 | $114,463 |
| K-1 - VETERAN ENTREPRENEUR FUND BRAVO LP | 2024-01-01 | 2025-06-30 | $25,438 | -$25,438 | -$25,438 | |
| SPOTIFY TECHNOLOGY SA | 2016-05-31 | 2024-08-12 | $1,736,360 | $223,110 | $1,513,250 | $1,513,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,218,675 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$18,798 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,781 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,781 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $657 | EsPenaltyAmt |
| Overpayment | $17,753 | OverpaymentAmt |
| Applied To ES Tax | $17,753 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN L DREW | IndividualWithBooksNm |
| Phone | 6506148219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 MIDDLEFIELD ROAD | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ELLEN TODD DREW | ||||||||
| 250 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN L DREW | ||||||||
| 250 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | SECRETARY/TREASURER | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,145,727 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,135,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $114,701 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,395,636 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,395,636 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,284,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $364,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $364,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,371 | TotalTaxAmt |
| Distributable Before Adj | $332,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $332,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $332,864 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,119,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,119,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $332,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,761,078 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,490,586 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,435,922 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,059,222 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,040,595 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,787,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,119,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $332,864 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,786,136 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,573,539 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,761,078 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,812,461 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,490,586 | ExcessFromYear4Amt |
| Excess From Year3 | $5,435,922 | ExcessFromYear3Amt |
| Excess From Year2 | $5,059,222 | ExcessFromYear2Amt |
| Excess From Year1 | $5,040,595 | ExcessFromYear1Amt |
| Excess From Current Year | $4,786,136 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELLEN TODD DREW | ContributingManagerNm |
| Contributing Manager | JOHN L DREW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL ARMY MUSEUM FUND | ||||||||||||
| 1775 LIBERTY DRIVE | FORT BELVOIR | VA | 22060 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 | |||||
| NORWICH UNIVERSITY | ||||||||||||
| 158 HARMON DRIVE | NORTHFIELD | VT | 05663 | NONE | PC | GENERAL CHARITABLE PURPOSE | $200,000 | |||||
| NXT MISSION | ||||||||||||
| NONE | PC | GENERAL CHARITABLE PURPOSE | $250,000 | ASTERWEG 22 | AMSTERDAM | NL | 1031 HP | |||||
| PROSTATE CANCER FOUNDATION | ||||||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500,000 | |||||
| BEST BUDDIES INTERNATIONAL | ||||||||||||
| 100 SOUTHEAST SECOND STREET SUITE | MIAMI | FL | 33131 | NONE | PC | GENERAL CHARITABLE PURPOSE | $200,000 | 2200 | ||||
| REWORK TRAINING | ||||||||||||
| 1 S DEARBORN ST | CHICAGO | IL | 60603 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,432,000 | |||||
| MYRIAD USA | ||||||||||||
| 551 5TH AVE RM 2400 | NEW YORK | NY | 101762603 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 | |||||
| SFA FOR NMWA | ||||||||||||
| 1250 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 | |||||
| THE SALEM ACADEMY AND COLLEGE | ||||||||||||
| 601 S CHURCH ST | WINSTONSALEM | NC | 27101 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000,000 | |||||
| PENFED FOUNDATION | ||||||||||||
| 2930 EISENHOWER AVENUE | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL CHARITABLE PURPOSE | $250,000 | |||||
| THE DONOVON AND BANK FOUNDATION | ||||||||||||
| 214 2 CHOPT ROAD | WILMINGTON | NC | 284053926 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 | |||||
| YMCA OF SILICON VALLEY | ||||||||||||
| 550 S WINCHESTER BLVD 250 | SAN JOSE | CA | 95128 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 | |||||
| ENVIRONMENTAL VOLUNTEERS INC | ||||||||||||
| 2560 EMBARCADERO ROAD | PALO ALTO | CA | 94303 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 | |||||
| CALIFORNIA COLLEGE OF THE ARTS | ||||||||||||
| 1111 EIGHTH STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500,000 | |||||
| CONCUSSION LEGACY FOUNDATION | ||||||||||||
| 361 NEWBURY STREET FLOOR 5 BOSTON | BOSTON | MA | 02115 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 | MA | ||||
| SECOND HARVEST OF SILICON VALLEY | ||||||||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | NONE | PC | GENERAL CHARITABLE PURPOSE | $600,000 | |||||
| USA TRACK AND FIELD FOUNDATION | ||||||||||||
| 130 EAST WSHINGTON STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL CHARITABLE PURPOSE | $100,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,119,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,325 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,098 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $630,425 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $954,848 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $954,848 | 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 | JOHN L DREW | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 MIDDLEFIELD ROAD | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,811,360 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5328 SHARES OF SPOTIFY TECHNOLOGY SA | NoncashPropertyDesc |
| Fair Market Value | $1,811,360 | FairMarketValueAmt |
| Received | 2024-08-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $50,315 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ROCKE 2522 - CORPORATE BONDS | BondNm |
| EOY Book Value | $2,158,884 | EOYBookValueAmt |
| EOYFMV | $1,993,330 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROCKE 2522 - VARIOUS SECURITIES | $496,697 | $1,049,258 |
| ROCKE 2526 - VARIOUS SECURITIES | $818,963 | $998,590 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VETERAN ENTREPRENEUR BRAVO FUND | AT COST | $1,502,468 | $1,502,468 |
| VANGUARD MEGA CAP 300 | AT COST | $41,629 | $119,136 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSE | $2,924 | $2,924 | $0 | $0 |
| PORTFOLIO DEDUCTION FROM K-1S | $66,754 | $66,754 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT IN BASIS | Desc |
| Amt | $138 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MERRILL LYNCH 07167 | $62,641 | $62,641 | $0 | $0 |
| MERRILL LYNCH 07168 | $18,684 | $18,684 | $0 | $0 |
| MERRILL LYNCH 07188 | $395 | $395 | $0 | $0 |
| ROCKEFELLER 2522 | $118,707 | $118,707 | $0 | $0 |
| ROCKEFELLER 2526 | $15,339 | $15,339 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $754 | Amt |
| Net Investment Income | $754 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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