Civic Intelligence

The Heising-Simons Foundation

990PF • Fiscal year 2017 • EIN 26-0799587

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile

View Organization Page

400 Main Street No 200Los Altos, CA 94022

(650) 887-0277

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.09x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.61x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Net Margin

8th percentile

-13%

Higher net margin than 8% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

48th percentile

$589,937

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2017 filings • $250M-$1B nonprofits • Source year 2017

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-46%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$505,089,441

Up $56,490,872 (+13%) from 2016

Net Assets

Up

$458,269,805

Up $44,163,550 (+11%) from 2016

Liabilities

Up

$46,819,636

Up $12,327,322 (+36%) from 2016

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin8th percentile

Revenue

Down

$76,419,629

Down $65,666,832 (-46%) from 2016

Expenses

Up

$86,139,036

Up $23,107,691 (+37%) from 2016

Net Income

Down

-$9,719,407

Down $88,774,523 (-112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0B$500M$0Assets 2011: $174,825,022Liabilities 2011: $8,597,169Net Assets 2011: $166,227,8532011Assets 2016: $448,598,569Liabilities 2016: $34,492,314Net Assets 2016: $414,106,2552016Assets 2017: $505,089,441Liabilities 2017: $46,819,636Net Assets 2017: $458,269,8052017Assets 2018: $554,158,328Liabilities 2018: $55,504,092Net Assets 2018: $498,654,2362018Assets 2019: $592,364,420Liabilities 2019: $63,040,848Net Assets 2019: $529,323,5722019Assets 2020: $752,996,597Liabilities 2020: $59,571,255Net Assets 2020: $693,425,3422020Assets 2021: $866,467,309Liabilities 2021: $56,845,557Net Assets 2021: $809,621,7522021Assets 2022: $847,180,696Liabilities 2022: $68,705,368Net Assets 2022: $778,475,3282022Assets 2023: $872,096,521Liabilities 2023: $76,395,844Net Assets 2023: $795,700,6772023Assets 2024: $810,497,642Liabilities 2024: $89,497,442Net Assets 2024: $721,000,2002024

Highlighted filing

2017

Assets$505,089,441
Liabilities$46,819,636
Net Assets$458,269,805
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0-$200MExpenses 2011: $11,728,2522011Revenue 2016: $142,086,461Expenses 2016: $63,031,345Net Income 2016: $79,055,1162016Revenue 2017: $76,419,629Expenses 2017: $86,139,036Net Income 2017: -$9,719,4072017Revenue 2018: $179,936,817Expenses 2018: $113,906,218Net Income 2018: $66,030,5992018Revenue 2019: $130,276,952Expenses 2019: $128,898,894Net Income 2019: $1,378,0582019Revenue 2020: $190,726,455Expenses 2020: $148,900,208Net Income 2020: $41,826,2472020Revenue 2021: $244,878,185Expenses 2021: $164,151,700Net Income 2021: $80,726,4852021Revenue 2022: $430,056,379Expenses 2022: $177,047,808Net Income 2022: $253,008,5712022Revenue 2023: $152,079,826Expenses 2023: $189,529,079Net Income 2023: -$37,449,2532023Revenue 2024: $60,044,121Expenses 2024: $193,060,215Net Income 2024: -$133,016,0942024

Highlighted filing

2017

Revenue$76,419,629
Expenses$86,139,036
Net Income-$9,719,407
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEANNA GOMBYPresident And CEOFT$498,932$91,005$589,937
JEFFREY P MALLOYCOO And TreasurerFT$356,770$88,181$444,951
BRIAN EULEDirector Of Communications & SecretaryFT$235,305$50,844$286,149
ELIZABETH D SIMONSChair Of The BoardPT$0--
MARK W HEISINGMember Of The Board-$0--
CAITLIN HEISINGVice Chair Of The Board-$0--
Filing and Contact Details

Filer

Filer Name
The Heising-simons Foundation
EIN
26-0799587
Phone
6508870277
Address
400 MAIN STREET NO 200, LOS ALTOS, CA 94022

Signing Officer

Name
Jeffrey P Malloy
Title
Treasurer
Phone
6508870277
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY ST STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Raw XML AppendixShowing 400 of 3,865 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt061373
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt061321
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt4NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt5FUNDS TRANSFERRED TO A TAX EXEMPT PUBLIC CHARITY. SEE STATEMENT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt6NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt7NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt8NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt9NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt10NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0JAMES BELL ASSOCIATES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1MATHEMATICA POLICY RESEARCH INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2NATIONAL JOURNAL GROUP INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3JAMES BELL ASSOCIATES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4JOHNSON GROUP CONSULTING INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5THE TEACHING DOCTORS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6CLIMATE POLICY INITIATIVE INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7NELSON MULLINS RILEY & SCARBOROUGH LLP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8JOHNSON GROUP CONSULTING INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt9ASSOCIATION OF STATE AND TRIBAL HOME VISITING INITIATIVES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt10EDUCATION FIRST CONSULTING LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt05/27/15, 9/11/15, 3/31/16, 7/28/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt18/3/15, 1/25/26,2/1/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt22/29/16, 12/22/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt34/13/16, 10/31/16, 5/1/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt41/2/2017
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt511/30/16, 4/20/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt64/3/17, 10/2/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt78/4/2017
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt8N/A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt912/8/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1012/4/17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt099999
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt1297959
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt271808
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt3669904
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt410312
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt549437
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt6145000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt7325000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt825001
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt917350
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt1050000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt099999
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1297959
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt2220000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt31982633
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt410318
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt5157180
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt6145000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt7325000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt875000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt996896
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1050000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02014-10-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12015-02-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22015-08-28
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32015-11-20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42016-04-25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52016-06-27
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62016-12-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72017-01-30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt82017-05-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt92017-06-19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt102017-08-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO FACILITATE A LEARNING COMMUNITY AMONG FAMILY ENGAGEMENT IMPACT PROJECT GRANTEES, WITH A FOCUS ON ORGANIZATIONAL CAPACITY, SYSTEMS INTEGRATION, AND SUSTAINABILITY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1TO CONDUCT A CROSS-GRANTEE PROCESS EVALUATION AND TO ASSESS THE FEASIBILITY OF LAUNCHING AN OUTCOME-FOCUSED EVALUATION OF FOUNDATION-SPONSORED PROJECTS THAT INFUSE AN EARLY MATH FOCUS INTO EXISTING FAMILY ENGAGEMENT PROGRAMS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2TO NATIONAL JOURNAL GROUP FOR TWO EARLY EDUCATION CONVENINGS AND TWO MONTHS OF EARLY EDUCATION EDITORIAL COVERAGE AS PART OF THE NEXT AMERICA DEMOGRAPHIC REPORTING SERIES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3TO COLLECT, ANALYZE, AND DISSEMINATE INFORMATION AND RESEARCH FINDINGS ABOUT HOME VISITING PROGRAMS TO IMPROVE POLICY AND PRACTICE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4TO PARTIALLY SUPPORT THE MEDICAID AND HOME VISITING LEARNING NETWORK OF 11 STATES AND TO CONDUCT AN ANALYSIS OF CURRENT STATE POLICY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5TO IMPLEMENT MATH SHELF, A TABLET-BASED PRESCHOOL NUMERACY PROGRAM, AND TO PILOT TEST METHODS FOR SUPPORTING TEACHERS TO IMPLEMENT HANDS-ON LEARNING EXPERIENCES THAT ARE LINKED TO CHILDREN'S TABLET-BASED EXPERIENCES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6TO CREATE A CASE STUDY OF HOW TO USE FINANCIAL STRATEGIES TO MOTIVATE A UTILITY AND ITS REGULATOR TO ACCELERATE THE REPLACEMENT OF AGING FOSSIL GENERATION WITH CLEAN ENERGY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7FOR EDUCATIONCOUNSEL TO LEVERAGE THE OPPORTUNITIES WITHIN THE NEW EVERY STUDENT SUCCEEDS ACT (ESSA) TO BUILD BIRTH-TO-THIRD GRADE SYSTEMS AT THE STATE AND DISTRICT LEVEL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8TO DEVELOP THREE CASE STUDIES OF STATE APPROACHES TO FINANCING HOME VISITING SYSTEMS, OFFER STATE-SPECIFIC TECHNICAL ASSISTANCE ON MEDICAID FINANCING FOR HOME VISITING, AND DISSEMINATE INFORMATION BASED ON THE CASE STUDIES AND STATE TECHNICAL ASSISTANCE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9TO SUPPORT THE INSTITUTE FOR ADVANCEMENT OF FAMILY SUPPORT PROFESSIONALS IN CREATING THE CAREER COMPASS EXPERT PANEL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10TO CONDUCT A FAMILY MATH FLUENCY LANDSCAPE SCAN AND TO DESIGN AND FACILITATE A FAMILY MATH FLUENCY CONVENING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8ALL EXPENDITURES WILL BE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt10ALL EXPENDITURES WERE MADE FOR PROPER PURPOSES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt03033 WILSON BLVD SUITE 650
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1PO BOX 2393
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt2600 NEW HAMPSHIRE AVE NW
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt33033 WILSON BLVD SUITE 650
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt4175 RED PINE ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt522 PEARCE MITCHEL PL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt6235 MONTGOMERY STREET 13TH FLOOR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt7740 15TH STREET NW SUITE 900
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt8175 RED PINE ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt9639 MASSACHUSETTS AVE NE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt10PO BOX 22871
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0ARLINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1PRINCETON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2WASHINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3ARLINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4HINESBURG
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5STANFORD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm6SAN FRANCISCO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm7WASHINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm8HINESBURG
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm9WASHINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm10SEATTLE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0VA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1NJ
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2DC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3VA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd4VT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd5CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd6CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd7DC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd8VT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd9DC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd10WA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd022201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd108543
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd220037
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd322201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd405461
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd594305
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd694104
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd720005
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd805461
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd920002
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1098122
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINE 5C
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0EXPENDITURE RESPONSIBILITY STATEMENT
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0GRANTEE'S NAME: THE TEACHING DOCTORSANY DIVERSION BY GRANTEE: FUNDS TRANSFERRED TO A TAX EXEMPT PUBLIC CHARITY CREATED TO FULFILL THE SAME PURPOSE AS THE GRANT. PER FOUNDATION REQUEST, THE GRANTEE ACKNOWLEDGED THIS AS BREACH OF AGREEMENT, AGREED TO TERMINATE THE GRANT, TRANSFERRED THE REMAINING BALANCE TO THE PUBLIC CHARITY, AND AGREED NOT TO TRANSFER FOUNDATION FUNDS WITHOUT PERMISSION AGAIN.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BANK OF AMERICA CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AT&T INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GOLDMAN SACHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JPMORGAN CHASE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4IBM CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02018933
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12016047
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22021485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt32015442
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt42007935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02018933
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12016047
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22021485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt32015442
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt42007935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0304881361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1121483791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt231122893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37779471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MEDALLION CAPITAL INVESTMENTS, LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MADRIGAL FOUNDATION FUNDS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MEDLEY HS F LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0304881361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1121483791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt231122893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37779471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt055949217
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt03607
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0496048
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt056445265
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt03607
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt056448872
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt061321
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt061373
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt059250271
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01091007
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01093197
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt062646505
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt073079872
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt019970757
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0479656
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9719407
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0150978164
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0496048
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0496048
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0129764
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0133161
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt055952824
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt060963289
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01195666
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01188383
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt03444219
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt03342303
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01253130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01159339
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01964942
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02376959
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01002920
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0977685
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt01629445
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt01743948
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt026198
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt026318
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0310
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01556210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt072973492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01159989
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt086139036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt062123278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt076419629
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010326987
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01159989
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013059164
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0493007
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0491988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016205726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt175522167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt055924991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt127833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3826156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42470937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt055924991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt127833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3826156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42470937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt072130717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt175550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3826156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42470937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MEDALLION CAPITAL INVESTMENTS, LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EIGHTFOLD REAL ESTATE CAPITAL FUND V, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MADRIGAL FOUNDATION FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PRIME FINANCE CMBS B-PIECE FUND I, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt059250271
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9719407
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt053882957
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0458269805
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0414106255
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0458269805
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025261861
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025261861
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025261861
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025871494
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0609633
IRS990PF/DistributableAmountGrp/TotalTaxAmt0609633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01690892
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02561
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01896086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0407000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0609633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01690892
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0609633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0609633
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02303086
IRS990PF/FMVAssetsEOYAmt0505089441
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01089650
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01883919
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02829156
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0890035
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0890035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt032289958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt010079842
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt010079842
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt030906664
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt041358717
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01287296
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt04766847
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03623475
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03479551
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03479551
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt079071621
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt011039362
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt011039362
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0327348710
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0465267516
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0465267516
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02496000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03577000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0264676
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0399610
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0399610
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03170973
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013933525
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013933525
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0448598569
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0505089441
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0505089441
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt034492314
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt046819636
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0448598569
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0505089441
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0414106255
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0458269805
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0414106255
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0458269805
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0525309517
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012937346
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt038433148
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07879643
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0473939023
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025871494
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0517429874
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0525309517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt037.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt137.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt237.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt330.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt437.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0324380
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1203674
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2170407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3153914
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4196126
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt090172
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt181342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt273321
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt358835
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt47689
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0CYNTHIA ATHERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1JUDY BLUMENSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2JOCHEN MARSCHALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3DEVRA WANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4BARBARA CHOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DIRECTOR OF FINANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0400 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1400 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2400 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3400 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4400 MAIN STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0LOS ALTOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1LOS ALTOS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$505,089,441
Liabilities
$46,819,636
Net assets
$458,269,805
Revenue
$76,419,629
Expenses
$86,139,036
Net income
-$9,719,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$810$89.5$721$60.0$193$133
2023Detailed filing. Detailed filing data is available for this year.$872$76.4$796$152$190$37.4
2022Detailed filing. Detailed filing data is available for this year.$847$68.7$778$430$177$253
2021Detailed filing. Detailed filing data is available for this year.$866$56.8$810$245$164$80.7
2020Detailed filing. Detailed filing data is available for this year.$753$59.6$693$191$149$41.8
2019Detailed filing. Detailed filing data is available for this year.$592$63.0$529$130$129$1.38
2018Detailed filing. Detailed filing data is available for this year.$554$55.5$499$180$114$66.0
2017Detailed filing. Detailed filing data is available for this year.$505$46.8$458$76.4$86.1$9.72
2016Detailed filing. Detailed filing data is available for this year.$449$34.5$414$142$63.0$79.1
2011Detailed filing. Detailed filing data is available for this year.$175$8.60$166$11.7