| TABLE OF CONTENTS |
TABLE OF CONTENTS |
SECTION PAGE NUMBER(S) 2021 FORM 990-PF - RETURN OF PRIVATE FOUNDATION 1-13 PART IV - CAPITAL GAINS AND LOSSES FOR TAX ON INVMNT INCOME 14 TABLE OF CONTENTS 15-17 PART II - BALANCE SHEET INVESTMENTS U.S. AND STATE GOVERNMENT OBLIGATIONS (STMT 15) 29 CORPORATE STOCK (STMT 16) 30 CORPORATE BONDS (STMT 17) 31 ALTERNATIVE AND OTHER INVESTMENTS (STMT 18) 18, 32 PART II - BALANCE SHEET DEPRECIATION DETAIL (STMT 5) 19 PART IX - SUMMARY OF DIRECT CHARITABLE ACTIVITIES (STMT 6-7) 20-21 PART XIV - SUPPLEMENTARY INFORMATION - GRANTS (STMT 8) 22 PART I - OTHER INCOME (STMT 9) 23 PART I - LEGAL FEES (STMT 10) 24 PART I - ACCOUNTING FEES (STMT 11) 25 PART I - OTHER PROFESSIONAL FEES (STMT 12) 26 PART I - TAXES (STMT 13) 27 PART I - OTHER EXPENSES (STMT 14) 28 PART II - OTHER ASSETS (STMT 19) 33 PART II - MORTGAGES AND OTHER NOTES PAYABLE (STMT 20) 34 PART II - OTHER LIABILITIES (STMT 21) 35 PART III - OTHER INCREASES IN NET WORTH OR FUND BALANCES (STMT 22) 36 PART VI-A - TRANSFERS FROM A CONTROLLED ENTITY (STMT 23) 37 SECTION PAGE NUMBER(S) PART VI-A - TRANSFERS TO A CONTROLLED ENTITY (STMT 24) 38 PART VI-A - DISTRIBUTION TO A DONOR ADVISED FUND - QUAL. DIST. (STMT 25) 39 PART VI-A - DISTRIBUTION TO A DONOR ADVISED FUND - SEC. 170C (STMT 26) 40 PART VI-B - EXPENDITURE RESPONSIBILITY STATEMENT (STMT 27-72) 41-86 PART VII - LIST OF OFFICERS, DIRECTORS AND TRUSTEES (STMT 73-84) 87-98 PART VII - COMPENSATION OF THE FIVE HIGHEST PAID (STMT 85-88) 99-102 PART VII - COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS (STMT 89-90) 103-104 PART XIV - NAME, ADDRESS AND PHONE FOR APPLICATIONS (STMT 91) 105 PART XIV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS (STMT 92) 106 PART XIV - SUBMISSION DEADLINES (STMT 93) 107 PART XIV - RESTRICTIONS OR LIMITATIONS ON AWARDS (STMT 94) 108 PART XIV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR (STMT 95-747) 109-761 PART XIV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT (STMT 748-1061) 762-1075 2021 FORM 2220 UNDERPAYMENT OF ESTIMATED TAX 1076-1078 SECTION PAGE NUMBER(S) 2021 - ASSETS STATEMENT - FORM 990PF PART II, LINES 10A, 10B, 10C 1104-1116 |
| PART II, LINE 13: OTHER INVESTMENTS |
PART II, LINE 13: OTHER INVESTMENTS |
DESCRIPTION ENDING FMV ALTERNATIVE INVESTMENTS PRIVATE EQUITY 5,480,040,180 REAL ASSETS 1,221,635,781 LOW & INTERMEDIATE RISK ASSETS 2,765,843,489 RECEIVABLE FROM SALES 106,156,279 NET PAYABLE-UNSETTLED TRANSACTIONS (3,427,926) INVESTMENT PAYABLE ON PURCHASES (104,189,500) ------------- TOTAL 9,466,058,303 |
| PART II, LINE 14 AND PART I, LINE 19: DEPRECIATION |
PART II, LINE 14 AND PART I, LINE 19: DEPRECIATION |
-------------------------------------------------- ACCUMULATED BASIS DEPRECIATION ASSETS ---------- ---------------- ---------- LEASED LAND 10,627,660 4,204,428 6,423,232 BUILDING 20,599,470 9,202,386 11,397,084 FURNITURE 1,930,553 1,871,335 59,218 FIXTURES 4,289,921 3,963,490 326,431 AUDIO VISUAL EQUIP. 1,207,218 1,104,750 102,468 COMPUTER SOFTWARE 10,278,945 1,225,858 9,053,087 COMPUTER HARDWARE 978,808 948,450 30,358 LEASED LAND IMPRVMNTS 3,906,530 2,003,738 1,902,792 --------------------------------------------- TOTAL 53,819,105 24,524,435 29,294,670 ============================================= FORM 990-PF, PART I, LINE 19 ---------------------------- DEPRECIATION EXPENSE FOR YEAR ENDED DEC. 31, 2021: 1,741,187 |
| PART IX: SUMMARY OF DIRECT CHARITABLE ACTIVITIES |
PART IX: SUMMARY OF DIRECT CHARITABLE ACTIVITIES |
(1) 2020-2021 OPEN EDUCATIONAL RESOURCES (OER) COMMUNICATIONS SUPPORT GMMB WILL DEVELOP A COMMUNICATIONS PLAN TO PROMOTE MORE EFFECTIVE USE BY EDUCATORS OF OPENLY LICENSED CONTENT, TOOLS, AND SERVICES. THE CONSULTANT WILL SUPPORT K-12 DISTRICTS AND POSTSECONDARY INSTITUTIONS IMPLEMENT AND SUSTAIN OER, PRACTICES, AND POLICIES THAT PROMOTE A DIVERSE AND INCLUSIVE GLOBAL FIELD FOR SHARING OPEN CONTENT, PRACTICES, AND RESOURCES. THE WORK WILL FOCUS ON THREE CORE COMMUNICATIONS STRATEGIES: RAISING AWARENESS OF OER, OVERCOMING PERCEIVED OBSTACLES TO USING OER, AND GETTING USERS TO RECOMMEND OER TO THEIR PEERS. $398,885 (2) FIELD LEARNING AND DISTRICT SUPPORT PARTNERS IN SCHOOL INNOVATION WILL SUPPORT SCHOOL DISTRICT GRANTEES TO ACHIEVE SCHOOL SYSTEM TRANSFORMATION. THE CONSULTANT WILL CREATE A FIELD FACING LEARNING MANAGEMENT AND SUPPORT SYSTEM TO TRACK PROGRESS AND IDENTIFY PROBLEMS OF PRACTICE, AS WELL AS HELP DESIGN AND FACILITATE A LEARNING COMMUNITY FOR ALL SCHOOL DISTRICT PARTNERS TO MEET THEIR DIVERSE LEARNING NEEDS AND SHARE KNOWLEDGE AND LESSONS LEARNED. $186,666 (3) RESEARCH REGARDING AB5'S IMPACT ON INDEPENDENT WORKERS AND EMPLOYEES IN CALIFORNIA RESEARCH WILL BE COMMISSIONED FROM CENTER FOR CULTURAL INNOVATION ON THE IMPACTS OF NEWLY ENACTED CALIFORNIA LEGISLATION (AB5) AS RELATED TO INDEPENDENT WORKERS AND EMPLOYEES IN CALIFORNIA. A REPORT CONTAINING RECOMMENDATIONS TO SUPPORT ARTS ORGANIZATIONS AND ARTISTS WILL BE PRODUCED AND DISSEMINATED. $171,710 (4) CENTER FOR EFFECTIVE PHILANTHROPY GRANTEE PERCEPTION REPORTS THE CENTER FOR EFFECTIVE PHILANTHROPY WILL CONDUCT GRANTEE PERCEPTION REPORTS FOR UP TO EIGHT OF HEWLETT'S INTERMEDIARY GRANTEE ORGANIZATIONS IN 2021. $164,124 (5) OTHER DIRECT CHARITABLE ACTIVITIES $1,903,964 TOTAL DIRECT CHARITABLE ACTIVITIES: $2,825,349 |
| SUPPLEMENTAL INFORMATION - GRANTS |
SUPPLEMENTAL INFORMATION - GRANTS |
THE WILLIAM AND FLORA HEWLETT FOUNDATION (THE "FOUNDATION") MAKES GRANTS TO NONPROFIT CHARITABLE ORGANIZATIONS CLASSIFIED AS 501(C)(3) PUBLIC CHARITIES BY THE INTERNAL REVENUE SERVICE AND TO OTHER ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE PURPOSES. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. IT DOES NOT MAKE GRANTS FOR POLITICAL PURPOSES OR TO SUPPORT CANDIDATES FOR POLITICAL OFFICE, OR TO INFLUENCE LEGISLATION. THE FOUNDATION MAKES GRANTS IN SIX CORE PROGRAM AREAS (EACH, A "PROGRAM"): EDUCATION, ENVIRONMENT, GENDER EQUITY AND GOVERNANCE, PERFORMING ARTS, EFFECTIVE PHILANTHROPY, AND U.S. DEMOCRACY. IN ADDITION, THE FOUNDATION MAKES GRANTS IN CONNECTION WITH INITIATIVES TO SUPPORT DIVERSE COMMUNITIES IN THE BAY AREA, TO CULTIVATE A CYBER FIELD THAT DEVELOPS MULTIDISCIPLINARY SOLUTIONS TO CYBER CHALLENGES AND CATALYZES POLICY OUTCOMES, TO FOSTER THE DEVELOPMENT OF A NEW "COMMON SENSE" ABOUT HOW THE ECONOMY WORKS AND THE AIMS IT SHOULD SERVE, AND TO ADVANCE RACIAL AND ECONOMIC JUSTICE. THE FOUNDATION'S GRANTS ARE AWARDED SOLELY FOR CHARITABLE PURPOSES. THE FOUNDATION FUNDS ORGANIZATIONS WORKING IN THESE IDENTIFIED AREAS, BASED ON SPECIFIC GOALS AND STRATEGIES OUTLINED BY THE PROGRAMS AND INITIATIVES. MOST OF THE FOUNDATION'S GRANTS ARE AWARDED TO ORGANIZATIONS IDENTIFIED BY THE FOUNDATION. FROM TIME TO TIME, THE FOUNDATION INVITES LETTERS OF INQUIRY AND OTHER TYPES OF PROPOSALS THROUGH OPEN PROCESSES. OUTSIDE OF THESE OPPORTUNITIES, THE FOUNDATION GENERALLY DOES NOT ACCEPT UNSOLICITED LETTERS OF INQUIRY. ON VERY RARE OCCASIONS, THE FOUNDATION WILL AWARD GRANTS IN RESPONSE TO UNSOLICITED FUNDING INQUIRIES. THERE ARE NO DEADLINES FOR SUBMITTING AN UNSOLICITED LETTER OF INQUIRY. THE FOUNDATION RECOMMENDS THAT ALL PROSPECTIVE APPLICANTS REFER TO THE FOUNDATION'S WEBSITE AT WWW.HEWLETT.ORG TO READ ABOUT THE FOUNDATION'S PROGRAMS AND INITIATIVES, GOALS AND STRATEGIES, AND GEOGRAPHIC LIMITATIONS. IF A PROSPECTIVE APPLICANT'S OBJECTIVES FIT WITHIN THE GUIDELINES OF A PARTICULAR PROGRAM OR INITIATIVE, AND THE PROGRAM OR INITIATIVE CURRENTLY ACCEPTS UNSOLICITED INQUIRIES, THE APPLICANT MAY SUBMIT A LETTER OF INQUIRY, WHICH CAN BE SUBMITTED ELECTRONICALLY VIA THE FOUNDATION'S WEBSITE FOR INITIAL REVIEW. AFTER THE APPLICANT'S LETTER OF INQUIRY IS RECEIVED AND REVIEWED, THE FOUNDATION MAY, AT ITS DISCRETION, INVITE THE APPLICANT TO PROCEED TO THE SECOND STEP AND SUBMIT A FULL PROPOSAL. FURTHER INFORMATION TO ASSIST APPLICANTS AND FINANCIAL INFORMATION FOR THE FOUNDATION IS AVAILABLE ON THE FOUNDATION'S WEBSITE. |