Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
TOSA FOUNDATION
C/O TASHIA MORGRIDGE
Number and street (or P.O. box number if mail is not delivered to street address)3130 ALPINE ROAD PMB 705 NO 288
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTOLA VALLEY, CA94028
A Employer identification number

94-3165171
B Telephone number (see instructions)

(650) 851-6922
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$593,763,925J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,460,924
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,298,970 1,298,848  
4 Dividends and interest from securities... 6,204,141 6,204,141  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,820,229
b Gross sales price for all assets on line 6a 25,383,858
7 Capital gain net income (from Part IV, line 2)... 22,407,477
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 52,747,548 6,447,385  
12 Total. Add lines 1 through 11........ 84,531,812 36,357,851  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,000 15,000   15,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 107,474 40,303   40,303
c Other professional fees (attach schedule).... Click to see attachment 18,004 9,002   9,002
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 973,955 123,945   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 17,606 0   17,606
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,354 0   10,354
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,157,393 188,250   92,265
25 Contributions, gifts, grants paid....... 61,127,880 61,127,880
26 Total expenses and disbursements. Add lines 24 and 25 62,285,273 188,250   61,220,145
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 22,246,539
b Net investment income (if negative, enter -0-) 36,169,601
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 53,340,257 24,777,596 24,777,596
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,293,051 Click to see attachment5,411,188 5,411,188
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 510,606,478 Click to see attachment561,954,424 561,954,424
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,000,216 Click to see attachment1,620,717 Click to see attachment1,620,717
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 571,240,002 593,763,925 593,763,925
Liabilities 17 Accounts payable and accrued expenses.......... 20,553 30,180
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment5,467,500 Click to see attachment6,588,909
23 Total liabilities (add lines 17 through 22)......... 5,488,053 6,619,089
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 565,751,949 587,144,836
29 Total net assets or fund balances (see instructions)..... 565,751,949 587,144,836
30 Total liabilities and net assets/fund balances (see instructions). 571,240,002 593,763,925
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
565,751,949
2
Enter amount from Part I, line 27a .....................
2
22,246,539
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
587,998,488
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
853,652
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
587,144,836
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a COMMONFUND EVP IV P 2019-01-01 2020-12-31
b MICROVEST II P 2019-01-01 2020-12-31
c LEGACY VENTURE III P 2019-01-01 2020-12-31
d LEGACY VENTURE III P 2020-01-01 2020-12-31
e LEGACY VENTURE IV P 2019-01-01 2020-12-31
LEGACY VENTURE IV P 2020-01-01 2020-12-31
LEGACY VENTURE VI P 2019-01-01 2020-12-31
LEGACY VENTURE VI P 2020-01-01 2020-12-31
LEGACY VENTURE VII P 2019-01-01 2020-12-31
LEGACY VENTURE VII P 2020-01-01 2020-12-31
OAK HILL II (CAYMAN) P 2019-01-01 2020-12-31
WINDFALL INVESTMENTS P 2019-01-01 2020-12-31
WINDFALL INVESTMENTS P 2020-01-01 2020-12-31
LEGACY VENTURE VIII P 2019-01-01 2020-12-31
LEGACY VENTURE VIII P 2020-01-01 2020-12-31
10,000 SHS CISCO STOCK DONATED D 2019-01-01 2020-01-15
10,000 SHS CISCO STOCK DONATED D 2019-01-01 2020-01-15
29,550 SHS BARCLAYS STOCK SOLD D 2010-03-08 2020-09-09
GAIN FROM DISPOSITION OF K-1: LEGACY VENTURE III P 2019-01-01 2020-12-31
LEGACY VENTURE IV 1231 LOSS P 2019-01-01 2020-12-31
WINDFALL INVESTMENTS 1231 GAIN P 2019-01-01 2020-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     31,998 -31,998
b     7,891 -7,891
c 306,183     306,183
d 2,765     2,765
e 1,113,742     1,113,742
    859 -859
2,520,703     2,520,703
29,653     29,653
775,372     775,372
    4,452 -4,452
24,569     24,569
15,150,509     15,150,509
1,601,704     1,601,704
92,775     92,775
1,941     1,941
480,800   480,800 0
480,800   480,800 0
2,553,288   1,969,578 583,710
70,178     70,178
    3 -3
178,876     178,876
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -31,998
b       -7,891
c       306,183
d       2,765
e       1,113,742
      -859
      2,520,703
      29,653
      775,372
      -4,452
      24,569
      15,150,509
      1,601,704
      92,775
      1,941
      0
      0
      583,710
      70,178
      -3
      178,876
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 22,407,477
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 502,757
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 502,757
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 502,757
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,047,832
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 450,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,497,832
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 995,075
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet995,075 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTOSA FOUNDATION Telephone no.bullet (650) 851-6922

    Located atbullet3130 ALPINE RD 288 PMB 705PORTOLA VALLEYCA ZIP+4bullet94028
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletOC
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TASHIA F MORGRIDGE DIRECTOR/PRES
    9.00     		0 0 0
    107 MAPACHE DRIVE
    PORTOLA VALLEY,CA94028
    JOHN P MORGRIDGE DIRECTOR/CFO
    9.00     		0 0 0
    107 MAPACHE DRIVE
    PORTOLA VALLEY,CA94028
    JOHN D MORGRIDGE DIRECTOR
    20.00     		30,000 0 0
    3130 ALPINE ROAD SUITE 288 PMB 705
    PORTOLA VALLEY,CA94028
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    FRANK RIMERMAN & CO LLP FINANCIAL ACCOUNTING & TAX PREP 107,475
    60 SOUTH MARKET STREET SUITE 500
    SAN JOSE,CA95113
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 TOSA ESTABLISHED THE WISCONSIN TECHNOLOGY INITIATIVE (WTI) IN DECEMBER 2010 TO HELP MAKE 21ST CENTURY INSTRUCTIONAL TECHNOLOGY MORE ACCESSIBLE TO FORWARD-THINKING SCHOOL DISTRICTS. WTI PROVIDES GRANTS TO K-12 SCHOOLS AND OTHER EDUCATIONAL FACILITIES WHO ARE COMMITTED TO EFFECTIVELY INTEGRATING INSTRUCTIONAL TECHNOLOGY INTO LEARNING ENVIRONMENTS. THROUGH THE INCREASED AVAILABILITY OF INTERACTIVE WHITEBOARDS AND TECHNOLOGICALLY SAVVY TEACHERS, CLASSROOMS WILL HAVE THE TOOLS NECESSARY TO BECOME ENGINES OF INNOVATION THAT IMPROVE STUDENT ENGAGEMENT AND ACADEMIC ACHIEVEMENT. THE GRANTS PROVIDE FUNDING FOR SCHOOL DISTRICTS WILLING TO COMMIT TO BOTH INTEGRATING INTERACTIVE WHITEBOARDS INTO THEIR CLASSROOMS AND THE PROFESSIONAL DEVELOPMENT NECESSARY TO SUCCESSFULLY IMPLEMENT THEIR USE. GRANT RECIPIENTS WILL BE EXPECTED TO PROVIDE AN ANNUAL REPORT AND SHARE BEST PRACTICES WITH THEIR PEERS ACROSS THE STATE. 5,400
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,251,090
    b
    Average of monthly cash balances.......................
    1b
    26,373,214
    c
    Fair market value of all other assets (see instructions)................
    1c
    536,280,451
    d
    Total (add lines 1a, b, and c).........................
    1d
    567,904,755
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    567,904,755
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,518,571
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    559,386,184
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    27,969,309
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    27,969,309
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    502,757
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    502,757
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    27,466,552
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    27,466,552
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    27,466,552
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    61,220,145
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    61,220,145
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    61,220,145
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 27,466,552
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 82,600,469
    b From 2016...... 24,335,462
    c From 2017...... 64,183,031
    d From 2018...... 80,358,075
    e From 2019...... 11,754,347
    fTotal of lines 3a through e........ 263,231,384
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 61,220,145
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 27,466,552
    e Remaining amount distributed out of corpus 33,753,593
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 296,984,977
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		82,600,469
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		214,384,508
    10 Analysis of line 9:
    a Excess from 2016.... 24,335,462
    b Excess from 2017.... 64,183,031
    c Excess from 2018.... 80,358,075
    d Excess from 2019.... 11,754,347
    e Excess from 2020.... 33,753,593
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    TASHIA F MORGRIDGE
    JOHN P MORGRIDGE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE MORGRIDGE FAMILY FOUNDATION CO FOUNDATION SOURCE
    501 SILVERSIDE ROAD
    WILMINGTON,DE19809     		NONE PUBLIC CHARITY SEE STATEMENT 15 4,000,000
    FIDELITY CHARITABLE GIFT FUND - TAUPO
    PO BOX 770001
    CINCINNATI,OH45277     		NONE DONOR ADVISED FUND SEE STATEMENT 13 7,440,168
    CARE ORGANIZATION - GRANT OF 10000 SHS CISCO
    151 ELLIS STREET NE
    ATLANTA,GA30303     		NONE PUBLIC CHARITY INTERNATIONAL 480,800
    THE NATURE CONSERVANCY (TNC) - GRANT OF 10000 SHS CISCO
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE PUBLIC CHARITY CONSERVATION 480,800
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY ANIMALS 1,500
    MARINE MAMMAL CENTER
    2000 BUNKER ROAD FORT CRONKHITE
    SAUSALITO,CA94965     		NONE PUBLIC CHARITY ANIMALS 500
    PENINSULA HUMANE SOCIETY
    1450 ROLLINS ROAD
    BURLINGAME,CA94010     		NONE PUBLIC CHARITY ANIMALS 500
    MOUNTAIN LION FOUNDATION
    1225 8TH STREET
    SACRAMENTO,CA95814     		NONE PUBLIC CHARITY ANIMALS 250
    AFRICAN WILDLIFE FOUNDATION
    1100 NEW JERSEY AVE SE SUITE 900
    WASHINGTON,DC20003     		NONE PUBLIC CHARITY ANIMALS 1,000
    MONTEREY BAY AQUARIUM
    886 CANNERY ROW
    MONTEREY,CA93940     		NONE PUBLIC CHARITY ANIMALS 2,500
    NEW HAMPSHIRE MUSIC FESTIVAL
    PO BOX 64
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY ART 50,000
    KQED
    2601 MARIPOSA STREET
    SAN FRANCISCO,CA94110     		NONE PUBLIC CHARITY ART 5,000
    USC RADIO GROUP
    PO BOX 7913
    LOS ANGELES,CA90007     		NONE PUBLIC CHARITY ART 5,000
    NEW HAMPSHIRE PUBLIC RADIO
    TWO PILLSBURY STREET 6TH FLOOR
    CONCORD,NH03301     		NONE PUBLIC CHARITY ART 2,500
    INTERNATIONAL CRANE FOUNDATION
    E11376 SHADY LANE ROAD PO BOX 447
    BARABOO,WI53913     		NONE PUBLIC CHARITY CONSERVATION 1,000
    LOON PRESERVATION COMMITTEE
    PO BOX 604
    MOULTONBOROUGH,NH03254     		NONE PUBLIC CHARITY CONSERVATION 25,000
    LAND TRUST ALLIANCE
    1250 H STREET NW SUITE 600
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY CONSERVATION 500
    THE NATURE CONSERVANCY OF OKLAHOMA
    10425 SOUTH 82ND EAST AVENUE SUITE
    104
    TULSA,OK74133     		NONE PUBLIC CHARITY CONSERVATION 5,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY CONSERVATION 500
    APPALACHIAN TRAIL CONSERVANCY
    799 WASHINGTON STREET PO BOX 807
    HARPERS FERRY,WV25425     		NONE PUBLIC CHARITY CONSERVATION 500
    POST (PENINSULA OPEN SPACE TRUST)
    222 HIGH STREET
    PALO ALTO,CA94301     		NONE PUBLIC CHARITY CONSERVATION 2,500
    NEW HAMPSHIRE LAKES ASSOCIATION
    17 CHENNELL DRIVE SUITE ONE
    CONCORD,NH03301     		NONE PUBLIC CHARITY CONSERVATION 2,500
    CALIFORNIA STATE PARKS FOUNDATION
    33 NEW MONTGOMERY STREET SUITE 520
    SAN FRANCISCO,CA94105     		NONE PUBLIC CHARITY CONSERVATION 1,500
    LAKE REGION CONSERVATION TRUST
    156 DANE ROAD
    CENTER HARBOR,NH03226     		NONE PUBLIC CHARITY CONSERVATION 2,500
    DELTA WATERFOWL FOUNDATION
    1412 BASIN AVE
    BISMARCK,ND58504     		NONE PUBLIC CHARITY CONSERVATION 1,000
    AMERICAN PRAIRIE FOUNDATION
    PO BOX 908
    BOZEMAN,MT59771     		NONE PUBLIC CHARITY CONSERVATION 5,000
    SQUAM LAKES ASSOCIATION
    534 US ROUTE 3
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY CONSERVATION 2,500
    PACIFIC CREST TRAIL
    2150 RIVER PLAZA DRIVE SUITE 155
    SACRAMENTO,CA95833     		NONE PUBLIC CHARITY CONSERVATION 1,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE BOSTON
    BOSTON,MA02129     		NONE PUBLIC CHARITY CONSERVATION 3,500
    SAN MATEO CITY PARKS AND RECREATION
    330 W 20TH AVENUE
    SAN MATEO,CA94403     		NONE PUBLIC CHARITY CONSERVATION 500
    GREEN MOUNTAIN CLUB
    4711 WATERBURY-STOWE ROAD
    WATERBURY CENTER,VT05677     		NONE PUBLIC CHARITY CONSERVATION 2,000
    SEMPERVIRENS FUND
    419 S ANTONIO ROAD UNIT 211
    LOS ALTOS,CA94022     		NONE PUBLIC CHARITY CONSERVATION 1,000
    BAY AREA RIDGE TRAIL COUNCIL
    391 SUTTER STREET SUITE 701
    SAN FRANCISCO,CA94108     		NONE PUBLIC CHARITY CONSERVATION 1,000
    CALIFORNIA WATERFOWL ASSOCIATION
    1346 BLUE OAKS BOULEVARD
    ROSEVILLE,CA95678     		NONE PUBLIC CHARITY CONSERVATION 500
    YOSEMITE CONSERVANCY
    101 MONTGOMERY STREET SUITE 1700
    SAN FRANCISCO,CA94104     		NONE PUBLIC CHARITY CONSERVATION 2,500
    AVA CIVIC ENTERPRISES INC
    2316 CHAMBERLAIN AVENUE
    MADISON,WI53726     		NONE PUBLIC CHARITY EDUCATION 2,450
    MILWAUKEE PUBLIC SCHOOLS
    5225 W VLIET STREET
    MILWAUKEE,WI53208     		NONE PUBLIC CHARITY EDUCATION 2,225,106
    CITY YEAR OF MILWAUKEE
    648 NORTH PLANKINTON AVENUE SUITE
    190
    MILWAUKEE,WI53203     		NONE PUBLIC CHARITY EDUCATION 628,460
    BOYS AND GIRLS CLUB OF GREATER MILWAUKEE
    1558 N 6TH STREET
    MILWAUKEE,WI53212     		NONE PUBLIC CHARITY EDUCATION 1,041,051
    FUND FOR WISCONSIN SCHOLARS
    PO BOX 5506
    MADISON,WI53705     		NONE PUBLIC CHARITY EDUCATION 17,000,000
    CITY YEAR
    287 COLUMBUS AVENUE
    BOSTON,MA02116     		NONE PUBLIC CHARITY EDUCATION 200,000
    WISCONSIN ALUMNI RESEARCH FOUNDATION
    614 WALNUT ST 13TH FLOOR
    MADISON,WI53726     		NONE PUBLIC CHARITY EDUCATION 45,627
    PEMI-BAKER LITERACY
    258 HIGHLAND STREET SUITE 4
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY EDUCATION 5,000
    EINSTEIN PROJECT
    2019 TECHNOLOGY WAY STE 145
    GREEN BAY,WI54311     		NONE PUBLIC CHARITY EDUCATION 7,600
    SCHOOL DISTRICT OF TOMAHAWK
    1048 EAST KING ROAD
    TOMAHAWK,WI54487     		NONE PUBLIC CHARITY EDUCATION 5,000
    SQUAM LAKES NATURAL SCIENCE CENTER
    PO BOX 173
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY EDUCATION 52,000
    AVA CIVIC ENTERPRISES
    2316 CHAMBERLAIN AVENUE
    MADISON,WI53726     		NONE PUBLIC CHARITY EDUCATION 1,400
    PENINSULA BRIDGE
    177 BOVET ROAD SUITE 120
    SAN MATEO,CA94402     		NONE PUBLIC CHARITY EDUCATION 105,000
    WAUWATOSA SCHOOL DISTRICT
    12121 WEST NORTH AVENUE
    WAUWATOSA,WI53226     		NONE PUBLIC CHARITY EDUCATION 3,700,000
    BOYS AND GIRLS CLUB OF THE PENINSULA
    401 PIERCE ROAD
    MENLO PARK,CA94025     		NONE PUBLIC CHARITY EDUCATION 300,000
    HOOVER COMMUNITY SCHOOL
    701 CHARTER STREET
    REDWOOD CITY,CA94063     		NONE PUBLIC CHARITY EDUCATION 137,000
    UNIVERSITY OF WISCONSIN SYSTEM MILWAUKEE
    PO BOX 413
    MILWAUKEE,WI53201     		NONE PUBLIC CHARITY EDUCATION 2,000,000
    MOUNT MARY UNIVERSITY
    2900 NORTH MENOMONEE RIVER PARKWAY
    MILWAUKEE,WI53222     		NONE PUBLIC CHARITY EDUCATION 11,000
    SCHOOL DISTRICT OF BOWLER
    500 S ALMON STREET
    BOWLER,WI54416     		NONE PUBLIC CHARITY EDUCATION 18,482
    RAVENSWOOD EDUCATION FOUNDATION
    PO BOX 396
    MENLO PARK,CA94026     		NONE PUBLIC CHARITY EDUCATION 20,000
    INNOVATE PUBLIC SCHOOLS
    1400 PARKMOOR AVENUE SUITE 240
    SAN JOSE,CA95126     		NONE PUBLIC CHARITY EDUCATION 10,000
    BOOK TRUST
    789 SHERMAN STREET
    DENVER,CO80203     		NONE PUBLIC CHARITY EDUCATION 386,100
    INTERNATIONAL MYELOMA FOUNDATION
    12650 RIVERSIDE DRIVE SUITE 206
    NORTH HOLLYWOOD,CA91607     		NONE PUBLIC CHARITY EDUCATION 1,000
    TECHNOLOGY EDUCATION FOUNDATION
    PO BOX 44787
    MADISON,WI53744     		NONE PUBLIC CHARITY EDUCATION 5,000
    ASSOCIATION OF NATURE CENTER ADMINISTRATORS
    88 W CENTER STREET
    LOGAN,UT84321     		NONE PUBLIC CHARITY EDUCATION 10,000
    VIDA VERDE NATURE EDUCATION
    3540 LA HONDA
    SAN GREGORIO,CA94074     		NONE PUBLIC CHARITY EDUCATION 5,000
    NORTHERN ILLINOIS UNIVERSITY FOUNDATION
    ALTGELD HALL 135
    DEKALB,IL60115     		NONE PUBLIC CHARITY EDUCATION 5,000
    ALVERNO COLLEGE
    3400 S 43RD STREET
    MILWAUKEE,WI53234     		NONE PUBLIC CHARITY EDUCATION 5,000
    TOWER FOUNDATION OF SJSU
    1 WASHINGTON SQUARE
    SAN JOSE,CA95112     		NONE PUBLIC CHARITY EDUCATION 2,500
    BOYS AND GIRLS CLUBS OF SILICON VALLEY
    518 VALLEY WAY
    MILPITAS,CA95035     		NONE PUBLIC CHARITY EDUCATION 2,500
    FOOTHILL-DE ANZA FOUNDATION
    12345 EL MONTE ROAD
    LOS ALTOS HILLS,CA94022     		NONE PUBLIC CHARITY EDUCATION 2,500
    BOYS TOWN JERUSALEM
    209 W 29TH ST SUITE 6250
    NEW YORK,NY10001     		NONE PUBLIC CHARITY INTERNATIONAL 5,000
    CHARITY - WATER
    40 WORTH STREET STE 829
    NEW YORK,NY10013     		NONE PUBLIC CHARITY INTERNATIONAL 15,000
    GREATER VANCOUVER FOOD BANK SOCIETY CO TOSA FOUNDATION
    3130 ALPINE ROAD PMB 705
    PORTOLA VALLEY,CA94028     		NONE PUBLIC CHARITY INTERNATIONAL 20,000
    OTTAWA FOOD BANK CO TOSA FOUNDATION
    3130 ALPINE ROAD PMB 705
    PORTOLA VALLEY,CA94028     		NONE PUBLIC CHARITY INTERNATIONAL 30,000
    BRIGHT FUNDS (MERCY CORPS)
    1610 HARRISON STREET SUITE C
    OAKLAND,CA94612     		NONE PUBLIC CHARITY INTERNATIONAL 5,050
    BRIGHT FUNDS (AUSTRALIA RED CROSS)
    1610 HARRISON STREET SUITE C
    OAKLAND,CA94612     		NONE PUBLIC CHARITY INTERNATIONAL 5,050
    BRIGHT FUNDS (CHINESE RED CROSS)
    1610 HARRISON STREET SUITE C
    OAKLAND,CA94612     		NONE PUBLIC CHARITY INTERNATIONAL 5,050
    AFRICAN LEADERSHIP FOUNDATION
    PO BOX 7408
    NEW YORK,NY10150     		NONE PUBLIC CHARITY INTERNATIONAL 1,000,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		NONE PUBLIC CHARITY INTERNATIONAL 5,000
    CARE
    151 ELLIS STREET NE
    ATLANTA,GA30303     		NONE PUBLIC CHARITY INTERNATIONAL 170,000
    OXFAM INDIA
    226 CAUSEWAY STREET 5TH FLOOR
    BOSTON,MA02114     		NONE PUBLIC CHARITY INTERNATIONAL 10,050
    FREE WHEELCHAIR MISSION
    15279 ALTON PARKWAY SUITE 300
    IRVINE,CA92618     		NONE PUBLIC CHARITY INTERNATIONAL 2,500
    TITAGYA SCHOOLS INC
    420 E 80TH ST APT 1H
    NEW YORK,NY10075     		NONE PUBLIC CHARITY INTERNATIONAL 17,000
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE PUBLIC CHARITY INTERNATIONAL 5,000
    BRIGHT FUNDS (HABITAT FOR HUMANITY INDIA)
    1610 HARRISON STREET SUITE C
    OAKLAND,CA94612     		NONE PUBLIC CHARITY INTERNATIONAL 515
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		NONE PUBLIC CHARITY INTERNATIONAL 5,000
    USA FOR UNHCR
    1310 L STREET NW 450
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY INTERNATIONAL 5,000
    CARE
    PO BOX 1870
    MERRIFIELD,VA22116     		NONE PUBLIC CHARITY INTERNATIONAL 1,035
    VILLAGE ENTERPRISE FUND
    751 LAUREL STREET PMB 222
    SAN CARLOS,CA94070     		NONE PUBLIC CHARITY INTERNATIONAL 5,000
    LUMIND IDSC FOUNDATION
    20 MALL ROAD SUITE 200
    BURLINGTON,MA01803     		NONE PUBLIC CHARITY MEDICAL 1,000
    MORGRIDGE INSTITUTE FOR RESEARCH
    330 N ORCHARD STREET
    MADISON,WI53715     		NONE PUBLIC CHARITY MEDICAL 15,005,000
    PLANNED PARENTHOOD OF NORTH NEW ENGLAND
    784 HERCULES DRIVE SUITE 110
    COLCHESTER,VT05446     		NONE PUBLIC CHARITY MEDICAL 75,000
    MENDOCINO COAST CLINICS INC
    205 SOUTH STREET
    FORT BRAGG,CA95437     		NONE PUBLIC CHARITY MEDICAL 500
    SPEARE MEMORIAL HOSPITAL
    16 HOSPITAL ROAD
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY MEDICAL 500,000
    HEARTFIT FOR LIFE
    4000 MIDDLEFIELD ROAD SUITE G8
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY MEDICAL 5,000
    LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
    400 HAMILTON AVENUE 340
    PALO ALTO,CA94301     		NONE PUBLIC CHARITY MEDICAL 26,000
    MARCH OF DIMES
    1550 CRYSTAL DR SUITE 1300
    ARLINGTON,VA22202     		NONE PUBLIC CHARITY MEDICAL 1,500
    THE ALS ASSOCIATION GOLDEN WEST CHAPTER
    PO BOX 565
    AGOURA HILLS,CA91376     		NONE PUBLIC CHARITY MEDICAL 250
    RESURGE INTERNATIONAL
    756 N PASTORIA AVENUE
    SUNNYVALE,CA94085     		NONE PUBLIC CHARITY MEDICAL 10,000
    CAMINAR
    2600 S EL CAMINO REAL SUITE 200
    SAN MATEO,CA94403     		NONE PUBLIC CHARITY MEDICAL 2,500
    NARAL PRO CHOICE AMERICA FOUNDATION
    1725 EYE STREET NW SUITE 900
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY POPULATION 10,000
    WOODSIDE-PORTOLA VALLEY FIRE PROT FDN
    808 PORTOLA ROAD
    PORTOLA VALLEY,CA94028     		NONE PUBLIC CHARITY US AID 500
    GRANITE UNITED WAY
    22 CONCORD STREET FLOOR 2
    MANCHESTER,NH03101     		NONE PUBLIC CHARITY US AID 130,000
    MMAC COMMUNITY FOUNDATION
    275 WEST WISCONSIN AVENUE SUITE 220
    MILWAUKEE,WI53203     		NONE PUBLIC CHARITY US AID 100,000
    ADVENTURE CYCLING ASSOCIATION
    150 EAST PINE STREET
    MISSOULA,MT59807     		NONE PUBLIC CHARITY US AID 500
    AKSHAYA PATRA FOUNDATION USA
    6800 OWENSMOUTH AVENUE SUITE 230
    CANOGA PARK,CA91303     		NONE PUBLIC CHARITY US AID 70,000
    FEED MY STARVING CHILDREN
    401 93RD AVENUE NW
    COON RAPIDS,MN55433     		NONE PUBLIC CHARITY US AID 20,000
    FEEDING AMERICA
    161 NORTH CLARK STREET SUITE 700
    CHICAGO,IL60601     		NONE PUBLIC CHARITY US AID 20,000
    FOOD BANK OF CENTRAL & EASTERN NC
    1924 CAPITAL BOULEVARD
    RALEIGH,NC27604     		NONE PUBLIC CHARITY US AID 150,000
    GLEANERS COMMUNITY FOOD BANK
    2131 BEAUFAIT STREET
    DETROIT,MI48207     		NONE PUBLIC CHARITY US AID 15,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632     		NONE PUBLIC CHARITY US AID 20,000
    NORTH TEXAS FOOD BANK
    3677 MAPLESHADE LANE
    PLANO,TX75075     		NONE PUBLIC CHARITY US AID 30,000
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVENUE
    SAN JOSE,CA95125     		NONE PUBLIC CHARITY US AID 400,000
    ALAMEDA COUNTY COMMUNITY FOOD BANK
    7900 EDGEWATER DRIVE
    OAKLAND,CA94621     		NONE PUBLIC CHARITY US AID 30,000
    GREATER BOSTON FOOD BANK INC
    70 S BAY AVENUE
    BOSTON,MA02118     		NONE PUBLIC CHARITY US AID 20,000
    SAN FRANCISCO MARIN FOOD BANK
    900 PENNYSYLVANIA AVENUE
    SAN FRANCISCO,CA94107     		NONE PUBLIC CHARITY US AID 20,000
    UNITED SOUTH END SETTLEMENTS
    48 RUTLAND STREET
    BOSTON,MA02118     		NONE PUBLIC CHARITY US AID 1,500,000
    EAST PALO ALTO KIDS FOUNDATION
    PO BOX 50542
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY US AID 1,000
    WATERORG
    117 WEST 20TH STREET SUITE 203
    KANSAS CITY,MO64108     		NONE PUBLIC CHARITY US AID 20,000
    MARINES MEMORIAL
    609 SUTTER STREET SUITE 2M
    SAN FRANCISCO,CA94102     		NONE PUBLIC CHARITY US AID 500
    OXFAM
    226 CAUSEWAY STREET 5TH FLOOR
    BOSTON,MA02114     		NONE PUBLIC CHARITY US AID 3,500
    TRINITY CHURCHYARD CEMETERY ASSOCIATION
    926 NEW HAMPSHIRE ROUTE 175
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY US AID 10,000
    LIFEMOVES
    181 CONSTITUTION DRIVE
    MENLO PARK,CA94025     		NONE PUBLIC CHARITY US AID 10,000
    COMMUNITY WORKING GROUP
    2507A ALMA STREET
    PALO ALTO,CA94301     		NONE PUBLIC CHARITY US AID 10,000
    SAN JOSE SPOTLIGHT
    1900 CAMDEN AVENUE SUITE 101
    SAN JOSE,CA95124     		NONE PUBLIC CHARITY US AID 2,500
    SILICON VALLEY CHILDREN'S FUND
    75 E SANTA CLARA STREET SUITE 1450
    SAN JOSE,CA95113     		NONE PUBLIC CHARITY US AID 2,500
    HABITAT FOR HUMANITY GA
    PO BOX 4143
    COLUMBUS,GA31914     		NONE PUBLIC CHARITY US AID 5,000
    THE BRIDGE HOUSE NH
    260 HIGHLAND STREET
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY US AID 5,000
    HOMEFIRST
    507 VALLEY WAY
    MILPITAS,CA95035     		NONE PUBLIC CHARITY US AID 7,500
    BRIGHT FUNDS (AMERICAN RED CROSS)
    1610 HARRISON STREET SUITE C
    OAKLAND,CA94612     		NONE PUBLIC CHARITY US AID 10,050
    MEALS ON WHEELS ALAMEDA COUNTY
    1721 BROADWAY 201
    OAKLAND,CA94612     		NONE PUBLIC CHARITY US AID 3,000
    UNITED WAY BAY AREA
    1400 PARKMOOR AVENUE
    SAN JOSE,CA95126     		NONE PUBLIC CHARITY US AID 10,000
    LOAVES AND FISHES
    PO BOX 1720
    PASO ROBLES,CA93447     		NONE PUBLIC CHARITY US AID 2,500
    ST ANTHONY PADUA DINING
    3500 MIDDLEFIELD ROAD
    MENLO PARK,CA94025     		NONE PUBLIC CHARITY US AID 5,000
    STARVISTA
    610 ELM STREET SUITE 212
    SAN CARLOS,CA94070     		NONE PUBLIC CHARITY US AID 5,000
    ST VINCENT DE PAUL
    PO BOX 5579
    SAN JOSE,CA95150     		NONE PUBLIC CHARITY US AID 5,247
    CATHOLIC CHARITIES
    2050 BALLENGER AVENUE SUITE 400
    ALEXANDRIA,VA22314     		NONE PUBLIC CHARITY US AID 5,000
    HEARTFIT FOR LIFE
    4000 MIDDLEFIELD ROAD SUITE G8
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY US AID 1,050
    COMMUNITY OVERCOMING RELATIONSHIP ABUSE
    2211 PALM AVENUE
    SAN MATEO,CA94403     		NONE PUBLIC CHARITY US AID 650
    OUR LADY OF THE VALLEY CATHOLIC CHURCH
    22021 GAULT STREET
    CANOGA PARK,CA91303     		NONE PUBLIC CHARITY US AID 1,000
    ALLIED ARTS GUILD AUXILIARY
    75 ARBOR ROAD
    MENLO PARK,CA94025     		NONE PUBLIC CHARITY US AID 1,000
    CHILDREN'S HEALTH COUNCIL
    650 CLARK WAY
    PALO ALTO,CA94304     		NONE PUBLIC CHARITY US AID 200,000
    ECUMENICAL HUNGER
    2411 PULGAS AVENUE
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY US AID 2,500
    TEEN SUCCESS INC
    3990 VENTURA COURT
    MILPITAS,CA94306     		NONE PUBLIC CHARITY US AID 5,000
    PALO ALTO COMMUNITY CHILDCARE
    3450 LOUIS ROAD
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY US AID 1,000
    MAYHEW PROGRAM
    293 WESHORE ROAD PO BOX 120
    BRISTOL,NH03222     		NONE PUBLIC CHARITY US AID 5,000
    ENVIRONMENTAL TRAVELING COMPANIONS
    2 MARINA BOULEVARD FORT MASON
    CENTER SUITE C385
    SAN FRANCISCO,CA94123     		NONE PUBLIC CHARITY US AID 500
    DOWNTOWN STREETS INC
    1671 THE ALAMEDA STE 306
    SAN JOSE,CA95126     		NONE PUBLIC CHARITY US AID 2,500
    HANDS ON BAY AREA
    1504 BRYANT STREET SUITE 100
    SAN FRANCISCO,CA94103     		NONE PUBLIC CHARITY US AID 1,000
    CHALLENGED ATHLETES FOUNDATION
    9591 WAPLES STREET
    SAN DIEGO,CA92121     		NONE PUBLIC CHARITY US AID 5,000
    CIRCLE PROGRAM
    85 MAIN STREE PO BOX 815
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY US AID 5,200
    COVENANT HOUSE
    461 EIGHTH AVENUE
    NEW YORK,NY10001     		NONE PUBLIC CHARITY US AID 603,185
    SECOND HARVEST FOOD BANK
    750 CURTNER AVENUE
    SAN JOSE,CA95125     		NONE PUBLIC CHARITY US AID 10,000
    PENINSULA VOLUNTEERS
    800 MIDDLEFIELD AVENUE
    MENLO PARK,CA94025     		NONE PUBLIC CHARITY US AID 1,000
    AVENIDAS
    4000 MIDDLEFIELD ROAD BUILDING B
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY US AID 2,500
    BILL WILSON CENTER
    3490 THE ALAMEDA
    SANTA CLARA,CA95050     		NONE PUBLIC CHARITY US AID 2,500
    RONALD MCDONALD HOUSE
    110 NORTH CARPENTER STREET
    CHICAGO,IL60607     		NONE PUBLIC CHARITY US AID 500
    CHILD ADVOCATES
    509 VALLEY WAY BUILDING 2
    MILPITAS,CA95035     		NONE PUBLIC CHARITY US AID 2,500
    VISTA CENTER FOR THE BLIND
    2500 EL CAMINO REAL SUITE 100
    PALO ALTO,CA94306     		NONE PUBLIC CHARITY US AID 1,000
    CAL FIRE (ACTBLUE)
    1731 J STREET SUITE 100
    SACRAMENTO,CA95811     		NONE PUBLIC CHARITY US AID 10,020
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY US AID 5,050
    BRIGHT FUNDS (SECOND HARVEST GREATER NEW ORLEANS AND ACADIANA)
    1610 HARRISON STREET SUITE C
    OAKLAND,CA94612     		NONE PUBLIC CHARITY US AID 10,050
    YMCA OF SILICON VALLEY
    80 SARATOGA AVENUE
    SANTA CLARA,CA95051     		NONE PUBLIC CHARITY US AID 25,584
    GUIDE DOG FOUNDATION
    371 EAST JERICHO TURNPIKE
    SMITHTOWN,NY11787     		NONE PUBLIC CHARITY US AID 1,000
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS ROAD
    YORKTOWN HEIGHTS,NY10598     		NONE PUBLIC CHARITY US AID 250
    CHOCORUA CHAPEL ASSOCIATION
    PO BOX 356
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY GENERAL PURPOSES 250
    THE DAVIDSON YELL AND TELL FOUNDATION
    1871 LUDINGTON AVENUE
    MILWAUKEE,WI53226     		NONE PUBLIC CHARITY GENERAL PURPOSES 1,000
    BBB WISE GIVING ALLIANCE
    3033 WILSON BLVD SUITE 710
    ARLINGTON,VA22201     		NONE PUBLIC CHARITY GENERAL PURPOSES 500
    BUSINESS EXECUTIVES FOR NATIONAL SECURITY
    1030 15TH STREET NW SUITE 200 EAST
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY GENERAL PURPOSES 25,000
    AMERICAN LEADERSHIP FORUM
    PO BOX 8201
    MYRTLE BEACH,SC29578     		NONE PUBLIC CHARITY GENERAL PURPOSES 25,000
    FRIENDS OF HOYT PARK & POOL
    1800 N SWAN BLVD
    WAUWATOSA,WI53226     		NONE PUBLIC CHARITY GENERAL PURPOSES 100,000
    Total .................................bullet 3a 61,127,880
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,298,970  
    4 Dividends and interest from securities....     14 6,204,141  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531390 -5,944      
    bNot debt-financed property.....     16 -25,222  
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 900099 46,339 16 52,732,375  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 21,820,229  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 40,395 82,030,493 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    82,070,888
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    TOSA FOUNDATION
    C/O TASHIA MORGRIDGE
    Employer identification number

    94-3165171
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    TOSA FOUNDATION
    C/O TASHIA MORGRIDGE         		Employer identification number
    94-3165171
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JOHN P & TASHIA F MORGRIDGE
     
    107 MAPACHE DRIVE
     
    PORTOLA VALLEY, CA94028

    		$ 2,460,924


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    TOSA FOUNDATION
    C/O TASHIA MORGRIDGE         		Employer identification number

    94-3165171
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 29,550 SHS OF BARCLAYS BANK IPATH INDEX ETN $ 2,460,924 2020-08-25
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    TOSA FOUNDATION
    C/O TASHIA MORGRIDGE         		Employer identification number

    94-3165171
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 107,474 40,303   40,303

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THE MORGRIDGE FAMILY FOUNDATION CO FOUNDATION SOURCE
          		501 SILVERSIDE ROAD SUITE 123
    WILMINGTON,DE198091377     		2020-01-09 4,000,000 TO SUPPORT EDUCATION AND PROVIDE RESOURCES TO CLASSROOMS AND TEACHERS; TO SUPPORT HEALTH AND WELLNESS FOR LOW INCOME FAMILIES, AND TO SUPPORT ARTS AND CONSERVATION. 4,000,000 NO 01/09/20 2020-01-09 ALL FUNDS FROM GRANT WERE DISTRIBUTED FOR PURPOSES DESCRIBED ABOVE.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Name of Stock End of Year Book Value End of Year Fair Market Value
    109,057 SHS OF CISCO SYSTEMS 4,880,300 4,880,300
    56 SHS OF AMAZON 182,388 182,388
    2,500 SHS OF FULGENT 130,250 130,250
    5,000 SHS OF 1LIFE HEALTHCARE STOCK 218,250 218,250

    TY 2020 InvestmentsOtherSchedule2
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OAK HILL CAPITAL PARTNERS II (CAYMAN) LP FMV 139,907 139,907
    WINDFALL INVESTMENTS FMV 523,537,563 523,537,563
    OAK HILL CAPITAL PARTNERS II LP FMV 611 611
    COMMONFUND EVP IP FMV 19,036 19,036
    LEGACY VENTURE IV FMV 3,846,520 3,846,520
    MICROVEST II FMV 115,274 115,274
    LEGACY VENTURE VI (QP) FMV 13,385,147 13,385,147
    LEGACY VENTURE VII FMV 14,162,033 14,162,033
    LEGACY VENTURE VIII FMV 6,748,333 6,748,333

    TY 2020 OtherAssetsSchedule
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    UNITED SOUTH END SETTLEMENTS RECEIVABLE 1,000,000 0 0
    WEBERMAKETING RECEIVABLE 216 0 0
    LEGACY III DISTRIBUTION RECEIVABLE 0 1,138,422 1,138,422
    EXCISE TAX RECEIVABLE 0 232,295 232,295
    LEGACY VIII PREPAID CONTRIBUTION 0 250,000 250,000


    TY 2020 OtherDecreasesSchedule
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Description Amount
    CY ACCRUAL TO CASH ADJUSTMENT 853,652


    TY 2020 OtherExpensesSchedule
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKS, SUBSCRIPTIONS & MEMBERSHIPS 1,197 0   1,197
    POSTAGE AND SHIPPING 699 0   699
    TELEPHONE 5,176 0   5,176
    LICENSE & PERMITS 320 0   320
    MISCELLANEOUS EXPENSES 640 0   640
    OFFICE SUPPLIES 1,252 0   1,252
    BANK SERVICE CHARGE 50 0   50
    OTHER EXPENSES 1,020 0   1,020


    TY 2020 OtherIncomeSchedule2
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LEGACY VENTURE IV LLC -21,253 -21,253 -21,253
    OAK HILL CAPITAL PARTNERS II LP -118 -118 -118
    OAK HILL CAPITAL PARTNERS II (CAYMAN) LP -3,630 -3,630 -3,630
    WINDFALL INVESTMENTS LP 6,914,798 6,914,798 6,914,798
    LEGACY VENTURE III LLC -19,935 -19,935 -19,935
    LEGACY VENTURE VII LLC -166,364 -166,364 -166,364
    COMMONFUND EVP IV LP -1,055 -1,055 -1,055
    BOOK/TAX DIFFERENCE FROM PASS-THROUGH 22,695 0 22,695
    NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH -70,208 0 -70,208
    LESS: AMOUNT REPORTED ON 990-T AS UBTI -40,395 -40,395 -40,395
    LESS: AMOUNT REPORTED ON 990-T AS UBTI 40,395 0 40,395
    MICROVEST II LP -8,492 -8,492 -8,492
    LEGACY VENTURE VI (QP) LLC -113,598 -113,598 -113,598
    LEGACY VENTURE VIII LLC -83,893 -83,893 -83,893
    UNREALIZED BOOK LOSS 46,329,767 0 46,329,767
    K-1 RENTAL INCOME/(LOSS) -31,166 -31,166 -31,166
    SECTION 965(A) INCOME INCLUSION   1  
    K-1 EXCESS DISTRIBUTION   22,485  


    TY 2020 OtherLiabilitiesSchedule
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX LIABILITY 5,465,000 6,568,000
    ACCRUED EXPENSES 2,500 20,909


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES 18,004 9,002   9,002


    TY 2020 TaxesSchedule
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FROM SCHEDULE K-1 - FOREIGN TAXES 123,945 123,945   0
    FEDERAL TAXES 850,000 0   0
    STATE TAXES 10 0   0