The Joan and Lewis Platt Foundation

EIN 20-8868425 • Portola Valley, CA

127 Pinon DrivePortola Valley, CA 94028-7323

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2019

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2019

9.6%

Higher net margin than 63% of similar nonprofits.

<$500k nonprofits • Source year 2019

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2019

330%

Faster asset growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

28%

Faster revenue growth than 76% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets63rd percentile

Assets

$29,605

Up $22,722 (+330%) from 2018

Liabilities

Flat

Flat from 2018

Net Assets

$29,605

Up $22,722 (+330%) from 2018

Operations

Liabilities / Revenue66th percentile Net Margin63rd percentile

Revenue

$237,270

Up $51,377 (+28%) from 2018

Expenses

Down

$214,548

Down $65,563 (-23%) from 2018

Net Income

$22,722

Up $116,940 (+124%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2019

Assets$29,605

Liabilities$0

Net Assets$29,605

Open 2019 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2019

Revenue$237,270

Expenses$214,548

Net Income$22,722

Open 2019 Filing

Filings

Most recent year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $29,605
Liabilities: $0
Net assets: $29,605
Revenue: $237,270
Expenses: $214,548
Net income: $22,722

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Detailed filing. Detailed filing data is available for this year.	$0.30	$0.00	$0.30	$2.37	$2.15	$0.23
2018Detailed filing. Detailed filing data is available for this year.	$0.07	$0.00	$0.07	$1.86	$2.80	$0.94
2017Detailed filing. Detailed filing data is available for this year.	$1.00	$0.00	$1.00	$0.03	$0.49	$0.46
2016Detailed filing. Detailed filing data is available for this year.	$1.46	$0.00	$1.46	$3.70	$5.84	$2.15
2015Detailed filing. Detailed filing data is available for this year.	$3.61	$0.00	$3.61	$0.27	$1.72	$1.44
2014Detailed filing. Detailed filing data is available for this year.	$5.05	$0.00	$5.05	$4.15	$3.67	$0.48
2013Detailed filing. Detailed filing data is available for this year.	$4.57	$0.00	$4.57	$0.40	$1.56	$1.15
2012Summary only. Only limited summary data is available for this year.	$5.72	$0.00		$0.23	$4.18	$3.95
2011Summary only. Only limited summary data is available for this year.	$9.68	$0.00		$0.45	$1.84	$1.39

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Apr 23, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOAN PLATT	Chairperson/Director	-	$0	-	-
HILLARY MARGOLIS	Secretary/Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Joan and Lewis Platt Foundation
EIN: 20-8868425
Phone: 6505293499
Address: 127 PINON DRIVE, PORTOLA VALLEY, CA 94028-7323

Signing Officer

Name: Joan Platt
Title: Chairperson
Phone: 6505293499
Signed: 2020-04-23
Discuss with paid preparer: Yes

Preparer

Firm: Edelstein and Company Llp
Address: 160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer: Eugene Borgonzi
Phone: 6172276161

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	JUST VISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	SUNDANCE INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	THE FUND FOR GLOBAL HUMAN RIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	FORTIFY RIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	ASYLUM ACCESS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	PARK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	BELFAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	20005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	84068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	20036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	04915
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	94607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	170000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3652
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	3652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	277864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	38190
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	566074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	148391
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	346379
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	346379
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1240311
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	209792
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	277864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	38190
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	566074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	148391
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	213444
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	209792
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1586690
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1376898
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	JOAN PLATT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	127 PINION DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	PORTOLA VALLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	94028
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	235460
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	3	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	4	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	5	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	6	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	7	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	8	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	9	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	10	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	11	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	3150
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	10816
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	3348
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	3	17137
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	4	13274
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	5	6154
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	6	1405
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	7	9081
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	8	9180
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	9	4630
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	10	12283
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	11	10002
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	19 SHS AMERICAN TOWER CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	374 SHS BANK OF AMERICA CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	14 SHS BECTON DICKINSON & CO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	3	130 SHS CATERPILLAR INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	4	292 SHS CISCO SYSTEMS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	5	46 SHS HCA HEALTHCARE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	6	14 SHS HDFC BANK LTD
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	7	72 SHS IQVIA HOLDINGS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	8	500 SHS PING AN INSURANCE GROUP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	9	30 SHS UNION PACIFIC CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	10	46 SHS UNITED HEALTH GROUP INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	11	73 SHS VISA INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	3	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	4	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	5	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	6	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	7	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	8	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	9	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	10	2019-01-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	11	2019-01-23
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	185
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	41250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	472
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	REGISTERED AGENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	41250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	472
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	591
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOAN PLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6505293499
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE JOAN AND LEWIS PLATT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JOAN
ReturnHeader/Filer/EIN	0	208868425
ReturnHeader/Filer/PhoneNum	0	6505293499
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	127 PINON DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	PORTOLA VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	940287323
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	8A1D67C05B5E288A233D410CFFE3E7F30C826A4A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	D8AC85F396BDAC626D8849D6963DF06D8BF6D72B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	38.111.9.114
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	18:40:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042442519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	EDELSTEIN AND COMPANY LLP

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