Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 705 288
  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$620,174,698J 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) 23,354,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,209,478 1,208,313  
4 Dividends and interest from securities... 5,066,647 5,066,647  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 57,461,841
b Gross sales price for all assets on line 6a 64,361,916
7 Capital gain net income (from Part IV, line 2)... 63,437,248
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 47,984,819 1,558,021  
12 Total. Add lines 1 through 11........ 135,076,785 71,270,229  
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 125,350 47,006   47,006
c Other professional fees (attach schedule).... Click to see attachment 44,929 8,377   36,552
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 763,717 263,717   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 23,784 0   23,784
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,608 0   9,608
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 997,388 334,100   131,950
25 Contributions, gifts, grants paid....... 107,765,350 107,765,350
26 Total expenses and disbursements. Add lines 24 and 25 108,762,738 334,100   107,897,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 26,314,047
b Net investment income (if negative, enter -0-) 70,936,129
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 24,777,596 9,145,827 9,145,827
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)....... 5,411,188 Click to see attachment24,993,867 24,993,867
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).......... 561,954,424 Click to see attachment585,802,709 585,802,709
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,620,717 Click to see attachment232,295 Click to see attachment232,295
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 593,763,925 620,174,698 620,174,698
Liabilities 17 Accounts payable and accrued expenses.......... 30,180 118,810
18 Grants payable.................   91,605,631
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 attachment6,588,909 Click to see attachment8,113,005
23 Total liabilities (add lines 17 through 22)......... 6,619,089 99,837,446
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 587,144,836 520,337,252
29 Total net assets or fund balances (see instructions)..... 587,144,836 520,337,252
30 Total liabilities and net assets/fund balances (see instructions). 593,763,925 620,174,698
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
587,144,836
2
Enter amount from Part I, line 27a .....................
2
26,314,047
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
613,458,883
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
93,121,631
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
520,337,252
Form 990-PF (2021)
Form 990-PF (2021)
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 2020-01-01 2021-12-31
b MICROVEST II P 2020-01-01 2021-12-31
c LEGACY VENTURE IV P 2021-01-01 2021-12-31
d LEGACY VENTURE IV P 2020-01-01 2021-12-31
e LEGACY VENTURE VI P 2021-01-01 2021-12-31
LEGACY VENTURE VI P 2020-01-01 2021-12-31
LEGACY VENTURE VII P 2021-01-01 2021-12-31
LEGACY VENTURE VII P 2020-01-01 2021-12-31
OAK HILL II (CAYMAN) P 2020-01-01 2021-12-31
WINDFALL INVESTMENTS P 2021-01-01 2021-12-31
WINDFALL INVESTMENTS P 2020-01-01 2021-12-31
WINDFALL INVESTMENTS 1231 GAIN P 2020-01-01 2021-12-31
LEGACY VENTURE VIII P 2021-01-01 2021-12-31
LEGACY VENTURE VIII P 2020-01-01 2021-12-31
10,000 SHS CISCO STOCK DONATED D 2020-01-01 2021-12-31
10,000 SHS CISCO STOCK DONATED D 2020-01-01 2021-12-31
56 SHS AMAZON STOCK SOLD D 2004-10-01 2021-09-01
30,000 SHS CISCO STOCK SOLD D 1985-01-01 2021-08-24
50,000 SHS CISCO STOCK SOLD D 1985-01-01 2021-09-02
10,000 SHS CISCO STOCK SOLD D 1985-01-01 2021-09-15
50,000 SHS CISCO STOCK SOLD D 1985-01-01 2021-12-21
(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     336 -336
b     35,379 -35,379
c 1,548     1,548
d 1,141,089     1,141,089
e 6,760     6,760
4,647,318     4,647,318
13,189     13,189
2,754,104     2,754,104
    4 -4
4,335,758     4,335,758
43,011,176     43,011,176
172,576     172,576
68,436     68,436
1,194,033     1,194,033
443,800   443,800 0
443,800   443,800 0
195,991   1,349 194,642
1,757,383     1,757,383
2,974,977     2,974,977
589,989     589,989
609,989     609,989
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       -336
b       -35,379
c       1,548
d       1,141,089
e       6,760
      4,647,318
      13,189
      2,754,104
      -4
      4,335,758
      43,011,176
      172,576
      68,436
      1,194,033
      0
      0
      194,642
      1,757,383
      2,974,977
      589,989
      609,989
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 63,437,248
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 986,012
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- ..... 5 986,012
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,045,075
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 850,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,895,075
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 10 909,063
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet909,063 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 Click to see attachment.............
    11
    Yes
     
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    20.00     		0 0 0
    107 MAPACHE DRIVE
    PORTOLA VALLEY,CA94028
    JOHN P MORGRIDGE DIRECTOR/CFO
    20.00     		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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 125,350
    60 SOUTH MARKET STREET SUITE 500
    SAN JOSE,CA95113
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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  
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    10,544,377
    b
    Average of monthly cash balances.......................
    1b
    14,739,129
    c
    Fair market value of all other assets (see instructions)................
    1c
    573,878,566
    d
    Total (add lines 1a, b, and c).........................
    1d
    599,162,072
    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
    599,162,072
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    8,987,431
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    590,174,641
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    29,508,732
    Part X
    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 IX, line 6..................
    1
    29,508,732
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    986,012
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    986,012
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    28,522,720
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    28,522,720
    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 XII, line 1 ...
    7
    28,522,720
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 28,522,720
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 24,335,462
    b From 2017...... 64,183,031
    c From 2018...... 80,358,075
    d From 2019...... 11,754,347
    e From 2020...... 33,753,593
    f Total of lines 3a through e ........ 214,384,508
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 107,897,300
    a Applied to 2020, 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 2021 distributable amount..... 28,522,720
    e Remaining amount distributed out of corpus 79,374,580
    5 Excess distributions carryover applied to 2021. 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 5 293,759,088
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		24,335,462
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		269,423,626
    10 Analysis of line 9:
    a Excess from 2017.... 64,183,031
    b Excess from 2018.... 80,358,075
    c Excess from 2019.... 11,754,347
    d Excess from 2020.... 33,753,593
    e Excess from 2021.... 79,374,580
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    FELLOW MORTALS WILDLIFE HOSPITAL
    W 4632 PALMER ROAD
    LAKE GENEVA,WI53147     		NONE PUBLIC CHARITY ANIMALS 15,000
    MONTEREY BAY AQUARIUM
    886 CANNERY ROW
    MONTEREY,CA93940     		NONE PUBLIC CHARITY ANIMALS 2,500
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY ANIMALS 2,500
    LIVING WITH WOLVES
    118 SPRING LANE
    KETCHUM,ID83340     		NONE PUBLIC CHARITY ANIMALS 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 ART 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 2,500
    NEW HAMPSHIRE PUBLIC RADIO
    TWO PILLSBURY STREET 6TH FLOOR
    CONCORD,NH03301     		NONE PUBLIC CHARITY ART 2,500
    MAINE PUBLIC BROADCASTING
    1450 LISBON STREET
    LEWISTON,ME04240     		NONE PUBLIC CHARITY ART 1,000
    STANFORD LIVE
    327 LASUEN STREET
    STANFORD,CA94305     		NONE PUBLIC CHARITY ART 1,240
    KDFC RADIO
    200 VAN NESS AVENUE SUITE 219
    SAN FRANCISCO,CA94102     		NONE PUBLIC CHARITY ART 2,500
    SAN FRANCISCO SYMPHONY
    210 VAN NESS AVENUE
    SAN FRANCISCO,CA94102     		NONE PUBLIC CHARITY ART 500
    SAN JOSE SPOTLIGHT
    1900 CAMDEN AVENUE SUITE 101
    SAN JOSE,CA95124     		NONE PUBLIC CHARITY ART 1,000
    SQUAM LAKES CONSERVATION SOCIETY
    534 US-3
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY CONSERVATION 176,000
    INTERNATIONAL CRANE FOUNDATION
    E11376 SHADY LANE ROAD PO BOX 447
    BARABOO,WI53913     		NONE PUBLIC CHARITY CONSERVATION 1,500
    LOON PRESERVATION COMMITTEE
    PO BOX 604
    MOULTONBOROUGH,NH03254     		NONE PUBLIC CHARITY CONSERVATION 25,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE BOSTON
    BOSTON,MA02129     		NONE PUBLIC CHARITY CONSERVATION 2,500
    SEMPERVIRENS FUND
    419 S ANTONIO ROAD UNIT 211
    LOS ALTOS,CA94022     		NONE PUBLIC CHARITY CONSERVATION 1,500
    SQUAM LAKES ASSOCIATION
    534 US ROUTE 3
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY CONSERVATION 2,500
    SAN MATEO COUNTY PARKS AND RECREATION
    CAPTAINS HOUSE 1701 COYOTE POINT
    DRIVE
    SAN MATEO,CA94401     		NONE PUBLIC CHARITY CONSERVATION 500
    PENINSULA OPEN SPACE TRUST
    222 HIGH STREET
    PALO ALTO,CA94301     		NONE PUBLIC CHARITY CONSERVATION 2,500
    STUDENT CONSERVATION ASSOCIATION
    1310 NORTH COURTHOUSE ROAD SUITE
    110
    ARLINGTON,VA22201     		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
    APPALACHIAN TRAIL CONSERVANCY
    799 WASHINGTON STREET PO BOX 807
    HARPERS FERRY,WV25425     		NONE PUBLIC CHARITY CONSERVATION 1,000
    DUCKS UNLIMITED
    ONE WATERFOWL WAY
    MEMPHIS,TN38120     		NONE PUBLIC CHARITY CONSERVATION 1,000
    RAILS TO TRAILS CONSERVANCY
    THE DUKE ELLINGTON BUILDING 2121
    WARD COURT NW 5TH FLOOR
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY CONSERVATION 1,000
    LAKE REGION CONSERVATION TRUST
    156 DANE ROAD
    CENTER HARBOR,NH03226     		NONE PUBLIC CHARITY CONSERVATION 2,500
    NEW HAMPSHIRE LAKES ASSOCIATION
    17 CHENNELL DRIVE SUITE ONE
    CONCORD,NH03301     		NONE PUBLIC CHARITY CONSERVATION 2,500
    TOMPKINS CONSERVATION
    PO BOX 1674
    VENTURA,CA93002     		NONE PUBLIC CHARITY CONSERVATION 1,000
    NATURESERVE
    2550 SOUTH CLARK STREET SUITE 930
    ARLINGTON,VA22202     		NONE PUBLIC CHARITY CONSERVATION 1,000
    GREEN MOUNTAIN CLUB
    4711 WATERBURY-STOWE ROAD
    WATERBURY CENTER,VT05677     		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
    PACIFIC CREST TRAIL
    2150 RIVER PLAZA DRIVE SUITE 155
    SACRAMENTO,CA95833     		NONE PUBLIC CHARITY CONSERVATION 1,000
    YOSEMITE CONSERVANCY
    101 MONTGOMERY STREET SUITE 2450
    SAN FRANCISCO,CA94104     		NONE PUBLIC CHARITY CONSERVATION 2,500
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY CONSERVATION 500
    LAND TRUST ALLIANCE
    1250 H STREET NW SUITE 600
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY CONSERVATION 500
    SAVE THE BAY
    300 FRANK H OGAWA PLAZA SUITE 10
    OAKLAND,CA94612     		NONE PUBLIC CHARITY CONSERVATION 1,000
    FRIENDS OF HUDDART AND WUNDERLICH PARKS
    2961 WOODSIDE ROAD
    WOODSIDE,CA94062     		NONE PUBLIC CHARITY CONSERVATION 250
    AMERICAN PRAIRIE RESERVE
    PO BOX 908
    BOZEMAN,MT59771     		NONE PUBLIC CHARITY CONSERVATION 2,500
    CITY YEAR
    287 COLUMBUS AVENUE
    BOSTON,MA02116     		NONE PUBLIC CHARITY EDUCATION 300,000
    SQUAM LAKES NATURAL SCIENCE CENTER
    PO BOX 173
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY EDUCATION 152,000
    MILWAUKEE PUBLIC SCHOOLS
    5225 W VLIET STREET
    MILWAUKEE,WI53208     		NONE PUBLIC CHARITY EDUCATION 2,440,892
    CITY YEAR OF MILWAUKEE
    648 NORTH PLANKINTON AVENUE SUITE
    190
    MILWAUKEE,WI53203     		NONE PUBLIC CHARITY EDUCATION 556,913
    BOYS AND GIRLS CLUB OF GREATER MILWAUKEE
    1558 N 6TH STREET
    MILWAUKEE,WI53212     		NONE PUBLIC CHARITY EDUCATION 1,177,791
    TEACH FOR AMERICA
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		NONE PUBLIC CHARITY EDUCATION 5,000
    BADGERS UNITED INC
    1818 PARMENTER STREET SUITE 300
    MIDDLETON,WI53562     		NONE PUBLIC CHARITY EDUCATION 100,000
    COMMUNITY SCHOOL OF MUSIC AND ARTS
    230 SAN ANTONIO CIRCLE
    MOUNTAIN VIEW,CA94040     		NONE PUBLIC CHARITY EDUCATION 1,030
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BOULEVARD
    DENVER,CO80221     		NONE PUBLIC CHARITY EDUCATION 1,000
    HANNA BOYS CENTER
    17000 ARNOLD DRIVE
    SONOMA,CA95476     		NONE PUBLIC CHARITY EDUCATION 250
    WAUWATOSA SCHOOL DISTRICT
    12121 WEST NORTH AVENUE
    WAUWATOSA,WI53226     		NONE PUBLIC CHARITY EDUCATION 700,000
    PENINSULA BRIDGE
    177 BOVET ROAD SUITE 120
    SAN MATEO,CA94402     		NONE PUBLIC CHARITY EDUCATION 100,000
    PEMI-BAKER LITERACY
    258 HIGHLAND STREET SUITE 4
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY EDUCATION 5,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    163 BASCOM HALL 500 LINCOLN DRIVE
    MADISON,WI53706     		NONE PUBLIC CHARITY EDUCATION 5,000,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    1210 WEST DAYTON
    MADISON,WI53706     		NONE PUBLIC CHARITY EDUCATION 25,000,000
    BOYS AND GIRLS CLUB OF SILICON VALLEY
    518 VALLEY WAY
    MILPITAS,CA95035     		NONE PUBLIC CHARITY EDUCATION 15,000
    ENVIRONMENTAL VOLUNTEERS
    2560 EMBARCADERO ROAD
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY EDUCATION 500
    POSITIVE COACHING ALLIANCE
    66 FRANKLIN STREET SUITE 300
    OAKLAND,CA94607     		NONE PUBLIC CHARITY EDUCATION 1,000
    WISCONSIN ALUMNI RESEARCH FOUNDATION
    614 WALNUT ST 13TH FLOOR
    MADISON,WI53726     		NONE PUBLIC CHARITY EDUCATION 52,000
    KIDS & SCIENCE FIRST FOUNDATION
    20640 MARION ROAD
    SARATOGA,CA95070     		NONE PUBLIC CHARITY EDUCATION 250
    MOUNT MARY UNIVERSITY
    2900 NORTH MENOMONEE RIVER PARKWAY
    MILWAUKEE,WI53222     		NONE PUBLIC CHARITY EDUCATION 16,500
    TECHNOLOGY EDUCATION FOUNDATION
    PO BOX 44787
    MADISON,WI53744     		NONE PUBLIC CHARITY EDUCATION 5,000
    BOOK TRUST
    789 SHERMAN STREET
    DENVER,CO80203     		NONE PUBLIC CHARITY EDUCATION 267,988
    HUBBARD BROOK RESEARCH FOUNDATION
    234 MIRROR LAKE ROAD
    NORTH WOODSTOCK,NH03262     		NONE PUBLIC CHARITY EDUCATION 500
    ALVERNO COLLEGE
    3400 S 43RD STREET
    MILWAUKEE,WI53234     		NONE PUBLIC CHARITY EDUCATION 6,000
    RAVENSWOOD EDUCATION FOUNDATION
    PO BOX 396
    MENLO PARK,CA94026     		NONE PUBLIC CHARITY EDUCATION 25,000
    PLYMOUTH STATE UNIVERSITY
    17 HIGH STREET
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY EDUCATION 5,000
    VIDA VERDE NATURE EDUCATION
    3540 LA HONDA
    SAN GREGORIO,CA94074     		NONE PUBLIC CHARITY EDUCATION 10,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    1210 WEST DAYTON
    MADISON,WI53716     		NONE PUBLIC CHARITY EDUCATION 16,689,154
    WILDMIND
    PO BOX 3098
    HALF MOON BAY,CA94019     		NONE PUBLIC CHARITY EDUCATION 500
    TOWER FOUNDATION OF SJSU
    1 WASHINGTON SQUARE
    SAN JOSE,CA95112     		NONE PUBLIC CHARITY EDUCATION 5,000
    MILWAUKEE PUBLIC MUSEUM
    800 WEST WELLS STREET
    MILWAUKEE,WI53233     		NONE PUBLIC CHARITY EDUCATION 2,500
    FOOTHILL-DEANZA FOUNDATION
    12345 EL MONTE ROAD
    LOS ALTOS HILLS,CA94022     		NONE PUBLIC CHARITY EDUCATION 5,000
    NIU FOUNDATION
    ALTGELD HALL 135
    DEKALB,IL60115     		NONE PUBLIC CHARITY EDUCATION 5,000
    FRIENDS OF HOLDERNESS FREE LIBRARY
    PO BOX L
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY EDUCATION 250
    STANFORD UNIVERSITY
    450 SERRA MALL
    STANFORD,CA94305     		NONE DONOR ADVISED FUND SEE STATEMENT 15 30,000,000
    THE TECH MUSEUM OF INNOVATION
    201 SOUTH MARKET STREET
    SAN JOSE,CA95113     		NONE PUBLIC CHARITY EDUCATION 2,500
    BOYS TOWN JERUSALEM
    209 W 29TH ST SUITE 6250
    NEW YORK,NY10001     		NONE PUBLIC CHARITY INTERNATIONAL 2,500
    BRIGHT FUNDS FOUNDATION (MERCY CORPS)
    1610 HARRISON STREET SUITE C
    OAKLAND,CA94612     		NONE PUBLIC CHARITY INTERNATIONAL 5,050
    CHARITY - WATER
    40 WORTH STREET STE 829
    NEW YORK,NY10013     		NONE PUBLIC CHARITY INTERNATIONAL 15,000
    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 25,000
    CARE
    PO BOX 1870
    MERRIFIELD,VA22116     		NONE PUBLIC CHARITY INTERNATIONAL 25,050
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE PUBLIC CHARITY INTERNATIONAL 7,000
    MASIPHUMELELE CORPORATION
    PO BOX 290477
    CHARLESTOWN,MA02129     		NONE PUBLIC CHARITY INTERNATIONAL 5,000
    USA FOR UNHCR
    1310 L STREET NW 450
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY INTERNATIONAL 5,025
    FREE WHEELCHAIR MISSION
    15279 ALTON PARKWAY SUITE 300
    IRVINE,CA92618     		NONE PUBLIC CHARITY INTERNATIONAL 1,500
    SOLAR COOKERS INTERNATIONAL
    2400 22ND STREET
    SACRAMENTO,CA95818     		NONE PUBLIC CHARITY INTERNATIONAL 1,500
    ASHOKA
    2200 WILSON BOULEVARD SUITE 102
    UNIT 313
    ARLINGTON,VA22201     		NONE PUBLIC CHARITY INTERNATIONAL 1,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		NONE PUBLIC CHARITY INTERNATIONAL 5,000
    MALAWI CHILDREN'S VILLAGE
    2105 OTTER STREET
    ANCHORAGE,AK99504     		NONE PUBLIC CHARITY INTERNATIONAL 500
    TECHNOSERVE
    1777 NORTH KENT STREET SUITE 1100
    ARLINGTON,VA22209     		NONE PUBLIC CHARITY INTERNATIONAL 2,500
    CENTRAL ASIA INSTITUTE
    2409 WEST MAIN STREET SUITE 1
    BOZEMAN,MT59718     		NONE PUBLIC CHARITY INTERNATIONAL 2,500
    PLANNED PARENTHOOD OF WISCONSIN
    302 NORTH JACKSON STREET
    MILWAUKEE,WI53202     		NONE PUBLIC CHARITY MEDICAL 50,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    1801 LIND AVENUE SOUTHWEST ATTHN
    TAX DEPARTMENT
    RENTON,WA98057     		NONE PUBLIC CHARITY MEDICAL 5,000
    MORGRIDGE INSTITUTE FOR RESEARCH
    330 N ORCHARD STREET
    MADISON,WI53715     		NONE PUBLIC CHARITY MEDICAL 5,000,000
    LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
    400 HAMILTON AVENUE 340
    PALO ALTO,CA94301     		NONE PUBLIC CHARITY MEDICAL 25,000
    RAVENSWOOD FAMILY HEALTH CENTER
    1885 BAY ROAD
    EAST PALO ALTO,CA94303     		NONE PUBLIC CHARITY MEDICAL 20,000
    PLANNED PARENTHOOD OF NORTH NEW ENGLAND
    784 HERCULES DRIVE SUITE 110
    COLCHESTER,VT05446     		NONE PUBLIC CHARITY MEDICAL 50,000
    SPEARE MEMORIAL HOSPITAL
    16 HOSPITAL ROAD
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY MEDICAL 50,000
    RONALD MCDONALD HOUSE STANFORD
    520 SAND HILL ROAD
    PALO ALTO,CA94304     		NONE PUBLIC CHARITY MEDICAL 1,000
    CAMINAR FOR MENTAL HEALTH
    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 5,000
    LEADING FOR KIDS
    514 SANTA CLARA AVE
    REDWOOD CITY,CA94061     		NONE PUBLIC CHARITY US AID 5,000
    LADERA RECREATION DISTRICT
    150 ANDETA WAY
    PORTOLA VALLEY,CA94028     		NONE PUBLIC CHARITY US AID 2,500
    DESTINATION HOME
    3180 NEWBERRY DRIVE 200
    SAN JOSE,CA95118     		NONE PUBLIC CHARITY US AID 250,000
    LINCOLN FAMILIES
    1266 14TH STREET
    OAKLAND,CA94607     		NONE PUBLIC CHARITY US AID 2,500
    AKSHAYA PATRA FOUNDATION USA
    6800 OWENSMOUTH AVENUE SUITE 230
    CANOGA PARK,CA91303     		NONE PUBLIC CHARITY US AID 35,000
    ARLINGTON FOOD ASSISTANCE CENTER
    2708 SOUTH NELSON STREET
    ARLINGTON,VA22206     		NONE PUBLIC CHARITY US AID 7,500
    ATLANTA COMMUNITY FOOD BANK INC
    3400 NORTH DESERT DRIVE
    EAST POINT,GA30344     		NONE PUBLIC CHARITY US AID 5,000
    CENTRAL TEXAS FOOD BANK
    6500 METROPOLIS DRIVE
    AUSTIN,TX78744     		NONE PUBLIC CHARITY US AID 15,000
    FEEDING AMERICA
    161 NORTH CLARK STREET SUITE 700
    CHICAGO,IL60601     		NONE PUBLIC CHARITY US AID 100,000
    FOOD BANK OF CENTRAL & EASTERN NC
    1924 CAPITAL BOULEVARD
    RALEIGH,NC27604     		NONE PUBLIC CHARITY US AID 100,000
    FOOD BANK OF CONTRA COSTA AND SOLANO
    2370 NORTH WATNEY WAY
    FAIRFIELD,CA94533     		NONE PUBLIC CHARITY US AID 7,500
    FOOD BANK FOR MONTEREY COUNTY
    353 WEST ROSSI STREET
    SALINAS,CA93907     		NONE PUBLIC CHARITY US AID 5,000
    FOOD BANK OF THE ROCKIES
    10700 EAST 45TH AVENUE
    DENVER,CO80239     		NONE PUBLIC CHARITY US AID 5,000
    FOOD GATHERERS
    1 CARROT WAY
    ANN HARBOR,MI48105     		NONE PUBLIC CHARITY US AID 7,500
    GREATER CHICAGO FOOD DEPOSITORY
    4100 WEST ANN LURIE PLACE
    CHICAGO,IL60632     		NONE PUBLIC CHARITY US AID 7,500
    GLEANERS COMMUNITY FOOD BANK OF SE MICHIGAN
    2131 BEAUFAIT STREET
    DETROIT,MI48207     		NONE PUBLIC CHARITY US AID 7,500
    HOUSTON FOOD BANK
    535 PORTWALL STREET
    HOUSTON,TX77029     		NONE PUBLIC CHARITY US AID 5,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 EAST 41ST STREET
    LOS ANGELES,CA90058     		NONE PUBLIC CHARITY US AID 7,500
    MARYLAND FOOD BANK INC
    2200 HALETHORPE FARMS ROAD
    LANSDOWNE,MD21227     		NONE PUBLIC CHARITY US AID 5,000
    MEALS ON WHEELS OF WAKE COUNTY INC
    1001 BLAIR DRIVE SUITE 100
    RALEIGH,NC27603     		NONE PUBLIC CHARITY US AID 5,000
    MINNIE'S FOOD PANTRY
    661 18TH STREET
    PLANO,TX75074     		NONE PUBLIC CHARITY US AID 10,000
    NORTH TEXAS FOOD BANK
    3677 MAPLESHADE LANE
    PLANO,TX75075     		NONE PUBLIC CHARITY US AID 30,000
    NORTHWEST HARVESTEMM
    22220 68TH AVENUE STREET
    KENT,WA98032     		NONE PUBLIC CHARITY US AID 7,500
    RISE AGAINST HUNGER
    4801 GLENWOOD AVENUE SUITE 200
    RALEIGH,NC27612     		NONE PUBLIC CHARITY US AID 7,500
    SECOND HARVEST - SANTA CRUZSAN BENITO
    800 OHLONE PARKWAY
    WATSONVILLE,CA95076     		NONE PUBLIC CHARITY US AID 7,500
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVENUE
    SAN JOSE,CA95125     		NONE PUBLIC CHARITY US AID 200,000
    ST MARY'S FOOD BANK
    2831 NORTH 31ST AVENUE
    PHOENIX,AZ85009     		NONE PUBLIC CHARITY US AID 5,000
    UDAVUM KARANGAL OF USA
    23 CROSBY DRIVE
    BEDFORD,MA01730     		NONE PUBLIC CHARITY US AID 5,000
    FRIENDS OF ALLIED ARTS
    75 ARBOR ROAD SUITE V
    MENLO PARK,CA94025     		NONE PUBLIC CHARITY US AID 500
    HOMEFIRST SERVICES OF SANTA CLARA COUNTY
    507 VALLEY WAY
    MILPITAS,CA95035     		NONE PUBLIC CHARITY US AID 25,050
    GREATER BOSTON FOOD BANK INC
    70 S BAY AVENUE
    BOSTON,MA02118     		NONE PUBLIC CHARITY US AID 5,050
    MARINES MEMORIAL
    609 SUTTER STREET SUITE 2M
    SAN FRANCISCO,CA94102     		NONE PUBLIC CHARITY US AID 500
    MY NEW RED SHOES
    330 TWIN DOLPHIN DRIVE
    REDWOOD CITY,CA94065     		NONE PUBLIC CHARITY US AID 1,500
    THE ARC OF TEXAS
    8001 CENTRE PARK DRIVE SUITE 100
    AUSTIN,TX78754     		NONE PUBLIC CHARITY US AID 5,050
    PENINSULA VOLUNTEERS
    800 MIDDLEFIELD AVENUE
    MENLO PARK,CA94025     		NONE PUBLIC CHARITY US AID 1,500
    LIFEMOVES
    181 CONSTITUTION DRIVE
    MENLO PARK,CA94025     		NONE PUBLIC CHARITY US AID 10,000
    ENVIRONMENTAL TRAVELING COMPANIONS
    2 MARINA BOULEVARD FORT MASON
    CENTER SUITE C385
    SAN FRANCISCO,CA94123     		NONE PUBLIC CHARITY US AID 1,000
    HIGHER GROUND
    1625 LYNN GARDEN DRIVE
    KINGSPORT,TN37665     		NONE PUBLIC CHARITY US AID 1,000
    USO
    PO BOX 96860
    WASHINGTON,DC20077     		NONE PUBLIC CHARITY US AID 2,500
    MEALS ON WHEELS
    1550 CRYSTAL DRIVE SUITE 1004
    ARLINGTON,VA22202     		NONE PUBLIC CHARITY US AID 2,500
    GRANITE UNITED WAY
    22 CONCORD STREET FLOOR 2
    MANCHESTER,NH03101     		NONE PUBLIC CHARITY US AID 200,000
    PORCHLIGHT INC
    306 NORTH BROOKS STREET
    MADISON,WI53715     		NONE PUBLIC CHARITY US AID 2,500
    UNITED SOUTH END SETTLEMENTS
    48 RUTLAND STREET
    BOSTON,MA02118     		NONE PUBLIC CHARITY US AID 11,198
    UNITY CARE GROUP
    1400 PARKMOOR AVE SUITE 115
    SAN JOSE,CA95126     		NONE PUBLIC CHARITY US AID 1,500
    CATHOLIC COMMUNITY SERVICES
    100 23RD AVENUE SOUTH
    SEATTLE,OR98144     		NONE PUBLIC CHARITY US AID 5,000
    CITY TEAM
    2306 ZANKER ROAD
    SAN JOSE,CA95131     		NONE PUBLIC CHARITY US AID 1,500
    CIRCLE PROGRAM
    85 MAIN STREE PO BOX 815
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY US AID 5,000
    COMMUNITY WORKING GROUP
    2507A ALMA STREET
    PALO ALTO,CA94301     		NONE PUBLIC CHARITY US AID 1,500
    BETSY'S PARK
    PO BOX 688
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY US AID 150,000
    FILOLI CENTER
    86 CANADA ROAD
    WOODSIDE,CA94062     		NONE PUBLIC CHARITY US AID 5,000
    LAKES REGION COMMUNITY SERVICES FOUNDATION
    719 NORTH MAIN STREET
    LACONIA,NH03246     		NONE PUBLIC CHARITY US AID 1,500
    CHILDREN'S HEALTH COUNCIL
    650 CLARK WAY
    PALO ALTO,CA94304     		NONE PUBLIC CHARITY US AID 100,000
    BRIDGE HOUSE HOMELESS SHELTER
    200 EAST SANTA CLARA STREET
    SAN JOSE,CA95113     		NONE PUBLIC CHARITY US AID 20,000
    MAYHEW PROGRAM
    293 WEST SHORE ROAD
    BRISTOL,NH03222     		NONE PUBLIC CHARITY US AID 1,000
    GUIDE DOG FOUNDATION
    371 EAST JERICHO TURNPIKE
    SMITHTOWN,NY11787     		NONE PUBLIC CHARITY US AID 1,000
    JOBTRAIN
    1200 OBRIEN DRIVE
    MENLO PARK,CA90425     		NONE PUBLIC CHARITY US AID 2,000
    ST ANTHONY PADUA DINING
    3500 MIDDLEFIELD ROAD
    MENLO PARK,CA94025     		NONE PUBLIC CHARITY US AID 5,000
    GARDNER HEALTH SERVICES
    160 E VIRGINIA STREET SUITE 100
    SAN JOSE,CA95112     		NONE PUBLIC CHARITY US AID 1,000
    PATHWAYS HOME HEALTH
    585 N MARY AVENUE
    SUNNYVALE,CA94085     		NONE PUBLIC CHARITY US AID 1,000
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY US AID 15,050
    LOAVES AND FISHES
    PO BOX 1720
    PASO ROBLES,CA93447     		NONE PUBLIC CHARITY US AID 2,500
    CATHOLIC CHARITIES
    2050 BALLENGER AVENUE SUITE 400
    ALEXANDRIA,VA22314     		NONE PUBLIC CHARITY US AID 5,000
    ECUMENICAL HUNGER
    2411 PULGAS AVENUE
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY US AID 2,500
    LADDERS THRIFT SHOP
    16 MAIN STREET
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY US AID 66
    HEARTFIT FOR LIFE
    4000 MIDDLEFIELD ROAD SUITE G8
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY US AID 5,000
    GRAMEEN FOUNDATION
    1400 K STREET NW SUITE 1255
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY US AID 2,500
    OXFAM
    226 CAUSEWAY STREET 5TH FLOOR
    BOSTON,MA02114     		NONE PUBLIC CHARITY US AID 5,000
    HABITAT EAST BAY
    513 VALLEY WAY
    MILPITAS,CA95035     		NONE PUBLIC CHARITY US AID 5,000
    TEEN SUCCESS INC
    3990 VENTURA COURT
    MILPITAS,CA94306     		NONE PUBLIC CHARITY US AID 5,000
    MEALS ON WHEELS SAN FRANCISCO
    1375 FAIRFAX AVENUE
    SAN FRANCISCO,CA94124     		NONE PUBLIC CHARITY US AID 1,500
    PALO ALTO COMMUNITY CHILD CARE
    3450 LOUIS ROAD
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY US AID 1,000
    ST VINCENT DE PAUL SAN MATEO
    40 N B ST
    SAN MATEO,CA94401     		NONE PUBLIC CHARITY US AID 5,000
    HABITAT FOR HUMANITY GA
    PO BOX 4143
    COLUMBUS,GA31914     		NONE PUBLIC CHARITY US AID 5,000
    CHILD ADVOCATES
    509 VALLEY WAY BUILDING 2
    MILPITAS,CA95035     		NONE PUBLIC CHARITY US AID 5,000
    BRIDGE HOUSE
    145 EAST STATE STREET SUITE 1040
    FARMINGTON,UT84025     		NONE PUBLIC CHARITY US AID 5,000
    OXFAM AMERICA
    226 CAUSEWAY STREET
    BOSTON,MA02114     		NONE PUBLIC CHARITY US AID 2,500
    HANDS ON BAY AREA
    1504 BRYANT STREET SUITE 100
    SAN FRANCISCO,CA94103     		NONE PUBLIC CHARITY US AID 500
    SECOND HARVEST FOOD BANK
    750 CURTNER AVENUE
    SAN JOSE,CA95125     		NONE PUBLIC CHARITY US AID 10,000
    HABITAT FOR HUMANITY
    285 PEACHTREE CENTER AVE NE SUITE
    2700
    ATLANTA,GA30303     		NONE PUBLIC CHARITY US AID 20,000
    AMERICAN PRINTING FOR THE BLIND
    1839 FRANKFORT AVENUE
    LOUISVILLE,KY40206     		NONE PUBLIC CHARITY US AID 500
    BILL WILSON CENTER
    3490 THE ALAMEDA
    SANTA CLARA,CA95050     		NONE PUBLIC CHARITY US AID 2,500
    AVENIDAS
    4000 MIDDLEFIELD ROAD BUILDING B
    PALO ALTO,CA94303     		NONE PUBLIC CHARITY US AID 1,000
    VISTA CENTER FOR THE BLIND
    2500 EL CAMINO REAL SUITE 100
    PALO ALTO,CA94306     		NONE PUBLIC CHARITY US AID 500
    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 250
    BUSINESS EXECUTIVES FOR NATIONAL SECURITY
    1030 15TH STREET NW SUITE 200 EAST
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY GENERAL PURPOSES 25,000
    AMERICAN LEADERSHIP FORUM SILICON VALLEY
    1400 PARKMOOR AVE SUITE 280
    SAN JOSE,CA95126     		NONE PUBLIC CHARITY GENERAL PURPOSES 25,000
    CHOCORUA CHAPEL ASSOCIATION
    PO BOX 356
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY GENERAL PURPOSES 250
    CENTER FOR EXCELLENCE IN NON PROFITS
    330 TWIN DOLPHIN DRIVE 151
    REDWOOD CITY,CA94065     		NONE PUBLIC CHARITY GENERAL PURPOSES 2,500
    BRIGHT FUNDS FOUNDATION (CHINA FOUNDATION FOR POVERTY ALLEVIATION)
    1610 HARRISON STREET SUITE C
    OAKLAND,CA94612     		NONE PUBLIC CHARITY INTERNATIONAL 5,000
    THE NATURE CONSERVANCY (TNC) - GRANT OF 10000 SHS CISCO
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTONARLINGTON,VA22203     		NONE PUBLIC CHARITY CONSERVATION 443,800
    CARE ORGANIZATION - GRANT OF 10000 SHS CISCO
    151 ELLIS STREET NE
    ATLANTA,GA30303     		NONE PUBLIC CHARITY INTERNATIONAL 443,800
    THE MORGRIDGE FAMILY FOUNDATION CO FOUNDATION SOURCE
    501 SILVERSIDE ROAD
    WILMINGTON,DE19809     		NONE PRIVATE FOUNDATION SEE STATEMENT 17 4,000,000
    FIDELITY CHARITABLE GIFT FUND - TAUPO
    PO BOX 770001
    CINCINNATI,OH45277     		NONE DONOR ADVISED FUND SEE STATEMENT 15 11,995,153
    Total .................................bullet 3a 107,765,350
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 1,209,478  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 531390 -1,531      
    bNot debt-financed property.....     16 -4,297  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 57,461,841  
    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) .. -1,531 111,724,316 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    111,722,785
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    		$ 23,354,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    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
    		 400,000 SHARES CISCO SYSTEMS, INC. $ 23,354,000 2021-09-10
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 125,350 47,006   47,006

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

    TY 2021 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     		2021-01-08 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 01/08/21 2021-01-08 ALL FUNDS FROM GRANT WERE DISTRIBUTED FOR PURPOSES DESCRIBED ABOVE.

    TY 2021 GeneralExplanationAttachment
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Identifier Return Reference Explanation
    SCHEDULE OF CONTROLLED ENTITY FORM 990-PF, PAGE 5, PART VI-A, LINE 11 TRANSFERS FROM CONTROLLED ENTITIESNAME OF CONTROLLED ENTITY EMPLOYER ID NOWINDFALL INVESTMENTS, LP 20-2356416ADDRESS201 MAIN STREET SUITE 1000 FORTH WORTH, TX 76102DESCRIPTION OF TRANSFER:DISTRIBUTION FROM LP - INCOME REPORTED ON 990-PF AND 990-T (SEE FORMS AND STATEMENTS)SCHEDULE K-1 FILED WITH THE IRS.AMOUNT OF TRANSFER: 75,000,000. ~~~~~~~~~~~~~~TOTAL AMOUNT OF TRANSFERS FROM CONTROLLED ENTITIES: 75,000,000. ~~~~~~~~~~~~~~EXCESS BUSINESS HOLDING [ ] YES [X] NO

    TY 2021 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
    389,057 SHS OF CISCO SYSTEMS 24,654,542 24,654,542
    2,500 SHS OF FULGENT 251,475 251,475
    5,000 SHS OF 1LIFE HEALTHCARE STOCK 87,850 87,850

    TY 2021 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 19,052 19,052
    WINDFALL INVESTMENTS FMV 537,860,284 537,860,284
    OAK HILL CAPITAL PARTNERS II LP FMV 6,266 6,266
    COMMONFUND EVP IP FMV 11,532 11,532
    LEGACY VENTURE IV FMV 2,763,633 2,763,633
    MICROVEST II FMV 62,880 62,880
    LEGACY VENTURE VI (QP) FMV 13,989,430 13,989,430
    LEGACY VENTURE VII FMV 18,974,002 18,974,002
    LEGACY VENTURE VIII FMV 12,115,630 12,115,630

    TY 2021 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
    LEGACY III DISTRIBUTION RECEIVABLE 1,138,422 0 0
    EXCISE TAX RECEIVABLE 232,295 232,295 232,295
    LEGACY VIII PREPAID CONTRIBUTION 250,000 0 0


    TY 2021 OtherDecreasesSchedule
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Description Amount
    CY ACCRUAL TO CASH ADJUSTMENT 93,121,631


    TY 2021 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 755 0   755
    POSTAGE & SHIPPING 1,803 0   1,803
    TELEPHONE 4,472 0   4,472
    LICENSE & PERMITS 300 0   300
    MISCELLANEOUS EXPENSES 566 0   566
    OFFICE SUPPLIES 1,245 0   1,245
    BANK & OTHER SERVICE CHARGES 467 0   467


    TY 2021 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 5,147 5,147 5,147
    OAK HILL CAPITAL PARTNERS II LP -170 -170 -170
    OAK HILL CAPITAL PARTNERS II (CAYMAN) LP -2,139 0 -2,139
    WINDFALL INVESTMENTS LP 1,719,501 1,719,501 1,719,501
    LEGACY VENTURE VII LLC -97,238 -97,238 -97,238
    COMMONFUND EVP IV LP -262 0 -262
    BOOK/TAX DIFFERENCE FROM PASS-THROUGH 126,934 0 126,934
    NON-DEDUCTIBLE EXPENSES FROM PASSTHROUGH -4,404 0 -4,404
    LESS: AMOUNT REPORTED ON 990-T AS UBTI 64,284 64,284 64,284
    LESS: AMOUNT REPORTED ON 990-T AS UBTI -64,284 0 -64,284
    MICROVEST II LP -13,671 -13,671 -13,671
    LEGACY VENTURE VI (QP) LLC -89,091 -89,091 -89,091
    LEGACY VENTURE VIII LLC -151,847 -151,847 -151,847
    UNREALIZED BOOK LOSS 46,497,887 0 46,497,887
    K-1 RENTAL INCOME/(LOSS) -5,828 -5,828 -5,828
    K-1 EXCESS DISTRIBUTION   126,934  


    TY 2021 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 6,568,000 8,084,000
    ACCRUED EXPENSES 20,909 29,005


    TY 2021 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 16,754 8,377   8,377
    PROJECT MANAGEMENT FEE 28,175 0   28,175


    TY 2021 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 263,717 263,717   0
    FEDERAL TAXES 500,000 0   0


    TY 2021 TransfersFrmControlledEntities
    Name:
    TOSA FOUNDATION
     
    C/O TASHIA MORGRIDGE
    EIN:
    94-3165171
    Name US /
    Foreign Address    		 EIN Description Amount
    WINDFALL INVESTMENTS LP 201 MAIN STREET SUITE 1000
    FORTH WORTH,TX76102     		20-2356416 DISTRIBUTION FROM LP-SEE INCOME REPORTED ON 990-PF AND 990-T STATEMENTS(SCH. K-1 FILED WITH THE IRS) 0
    Total     75,000,000