Microsoft Gifts to WE Charity 501(c)3 for US$ 40 Million · schedule a, part ii, line 5 - excess...

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Microsoft Gifts to WE Charity 501(c)3 for US$ 40 Million Donor Total (2011-2019) 2011 2012 2013 2014 2015 2016 2017 2018 2019 Microsoft $40,108,855 $3,499,500 $3,499,500 $3,799,500 $10,362,285 $8,597,785 $10,350,285 Source: Compiled from U.S. tax returns for WE Charity. Last updated; July 28, 2020. @FairQuestions

Transcript of Microsoft Gifts to WE Charity 501(c)3 for US$ 40 Million · schedule a, part ii, line 5 - excess...

Page 1: Microsoft Gifts to WE Charity 501(c)3 for US$ 40 Million · schedule a, part ii, line 5 - excess gifts excess 1,043,953 7,657,331 200,501 417,256 104,812 527,7 12 991,482 275,501

Microsoft Gifts to WE Charity 501(c)3 for US$ 40 Million

Donor Total(2011-2019) 2011 2012 2013 2014 2015 2016 2017 2018 2019

Microsoft $40,108,855 $3,499,500 $3,499,500 $3,799,500 $10,362,285 $8,597,785 $10,350,285

Source: Compiled from U.S. tax returns for WE Charity.

Last updated; July 28, 2020.

@FairQuestions

Page 2: Microsoft Gifts to WE Charity 501(c)3 for US$ 40 Million · schedule a, part ii, line 5 - excess gifts excess 1,043,953 7,657,331 200,501 417,256 104,812 527,7 12 991,482 275,501

FTC3544 FREE THE CHILDREN16-1533544 Federal Statements

FYE: 12/31/2013

Schedule A, Part II, Line 5 - Excess Gifts

Excess1,043,9537,657,331

200,501

417,256

104,812527,7 12991,482

275,501

922, 698

209,543

501

2,500, 001

Donor NameOPRAH'S ANGEL NETWORKWORLD MEDICAL RELIEFTHE BABY GIRL PROJECTBRITT & DAVID SOLOADATH JESHURUN CONGREGATIONDR. ROBERT C. ATKINS FOUNDATIONHONG KONG INTERNATIONAL SCHOOLCHAPIN FOUNDATIONGIBSON FOUNDATIONHARRIS MYCFO FOUNDATIONSKOLL FOUNDATIONHERBERT KURZLINDA CHURCHNAKHEELTHE MICHAEL & KAREN STONE FAMILY FDADOBE FOUNDATIONUNSTOPPABLE FOUNDATIONVIRGIN ATLANTIC2 LIFE 18 FOUNDATIONBATTAT INCORPORATEDINTERPUBLIC GROUP/UNIVERSAL MCCANNSANAM VAZIRI QURAISHI FOUNDATIONTHE MOYER FOUNDATIONACA FAMILY FOUNDATIONDISNEY FRIENDS FOR CHANGEFIDELITY CHARITABLE GIFT FND/BARNESGOOGLEHOPPER-DEAN FOUNDATIONMEDICIS GLOBAL SERVICES CORPMR & MRS MERRIFIELDNATALIE HERSHLAGWOMENONE LTDANWAY CORPFIRSTGIVINGFREE THE CHILDREN UKOTTO BREMER FOUNDATIONPAUL G. ALLEN FAMILY FOUNDATIONPETER & KRISTEN NORVIG FUNDROBERT & ANNE KLANARSEAGL FAMILY FOUNDATIONTHE BARNES FAMILY CHARITABLE TRUSTTHE BIEL FUNDBREMER BANKCLUB PENGUIN/DISNEYESTATE OF SANDRA SCHWENDANONYMOUS/FIDELITY CHARITABLEGENERAL MILLSGREATER KANSAS CITY COMMUNITY FNDTNJ&C MALLETT 1993 INTER VIVOS TRUSTJANET CROWNME TO WE FOUNDATIONMICROSOFTMILLION DOLLAR ROUNDTABLEBECK FAMILY FOUNDATION

Total$ 2,043,452

8, 656,83071,896

240,000171,736578,75040,000

181,00050,000

303,0001,200,000

11,65025,000528,463

1,416,755881, 635

1,104,3111,527,2111,990,981

347,417476,205303, 600103,211360,310

1,275,000200,000250,000650,000

1,922,197250,000125,00094, 600

510,000222,821

1,209,042750,000100,00083,490

280,00080,000

200,000999,500136,763315,000219,034200,000

1,000,000150,000100, 000686,598100,000

3,499,500100,000125,000

VIVIAN KRAUSE
VIVIAN KRAUSE
Page 3: Microsoft Gifts to WE Charity 501(c)3 for US$ 40 Million · schedule a, part ii, line 5 - excess gifts excess 1,043,953 7,657,331 200,501 417,256 104,812 527,7 12 991,482 275,501

16-1533544 Federal Statements

Schedule A, Part II, Line 5 - Excess Gifts

$Excess

$ 787,917

1,296,936

321,936

5,978546,936

719,133

2,296,436

46,436

Donor Name2 LIFE 18 FOUNDATIONACA FAMILY FOUNDATIONADATH JESHURUN CONGREGATIONADOBE FOUNDATIONALLSTATE FOUNDATIONAM WAY CORPANONYMOUS/ FIDELITY CHARITABLEAPEX FOUNDATIONBATTAT INCORPORATEDBECK FAMILY FOUNDATIONBREMER BANKBRITT & DAVID SOLOCHAPIN FOUNDATIONCLUB PENGUIN/DISNEYDISNEY FRIENDS FOR CHANGEDISNEY CANADA INCDR. ROBERT C. ATKINS FOUNDATIONESTATE OF SANDRA SCHWENDEXPEDIA INCFIDELITY CHARITABLE GIFT FND/BARNESFIRSTGIVINGFOSSIL FOUNDATIONFREE THE CHILDREN UKGENERAL MILLSGOOGLEGREATER KANSAS CITY COMMUNITY FNDTNHERBERT KURZHOPPER-DEAN FOUNDATIONINTERPUBLIC GROUP/UNIVERSAL MCCANNJ&C MALLETT 1993 INTER VIVOS TRUSTJANET CROWNJEUNESSE KIDS FOUNDATIONME TO WE FOUNDATIONMEDICIS GLOBAL SERVICES CORPMERRIFIELD FAMILY CHARITABLE TRUSTMICROSOFTMILLION DOLLAR ROUNDTABLEMR & MRS MERRIFIELDNATALIE HERSHLAGOPPAH'S ANGEL NETWORKOTTO BREMER FOUNDATIONPARFUMS CHRISTIAN DIORPAUL G. ALLEN FAMILY FOUNDATIONPETER & GLENA CARROLL FAMILY TRUSTPETER & GLENA CARROLL FAMILY FUNDPETER & KRISTEN NORVIG FUNDREC ROYAL BANKROBERT & ANNE KLAMARSABEY CORPORATIONSANAN VAZIRI QURAISHI FOUNDATIONSANDBERG/GOLDBERG PHILANTHROPY FUNDSEAGL FAMILY FOUNDATIONSKOLL FOUNDATIONSYDNEY SHAPIRO & DARA KHOSWROSHAITHE BABY GIRL PROJECTTHE BARNES FAMILY CHARITABLE TRUSTTHE BIEL FUND

Total1,990, 981360,31051,736

952, 6852,500,000510,000200,000900,000347,417225,000261,763250,000232,500515,000

1,525,000375,000375,000219,034120,000200,000222,821500,000

1,209, 0421,750,000250,000150,0005,825

819,046526,205100,000

1,012,449113,875100,000

1,922,197500,000

3,499, 500100,000250,000125,000200,000750,000247,920100,000203,884100,00083,490100,000380,000100,000303,600100,00080,000

1,200,000108,28167,365

300,0001,249,500

VIVIAN KRAUSE
VIVIAN KRAUSE
Page 4: Microsoft Gifts to WE Charity 501(c)3 for US$ 40 Million · schedule a, part ii, line 5 - excess gifts excess 1,043,953 7,657,331 200,501 417,256 104,812 527,7 12 991,482 275,501

- 16-1533544 Federal Statements

Schedule A, Part II, Line 5 - Excess Gifts

Excess

3,582, 9871,768,655

78,974

165,487

337,684

2,214,987

Donor NameACA FAMILY FOUNDATIONADOBE FOUNDATIONALLSTATE FOUNDATIONALLSTATE INSURANCE COMPANYAMWAY CORPANONYMOUS/FIDELITY CHARITABLEAON FOUNDATIONAPEX FOUNDATIONARGYROS FAMILY FOUNDATIONBECK FAMILY FOUNDATIONBREMER BANKBRITT & DAVID SOLOCHAPIN FOUNDATIONCLUB PENGUIN/DISNEYCROWN FAMILY PHILANTHROPIESDISNEY CANADA INCDISNEY FRIENDS FOR CHANGEDOCUSIGNESTATE OF SANDRA SCHWENDEXPEDIA INCFIDELITY CHARITABLE GIFT FND/BARNESF I RSTGIVINGFOSSIL FOUNDATIONFREE THE CHILDREN UKGARY E MILGARD FAMILY FOUNDATIONGENERAL MILLSGOOGLEGREATER KANSAS CITY COMMUNITY FNDTNHOPPER-DEAN FOUNDATIONINTERPUBLIC GROUP/UNIVERSAL MCCANNJ&C MALLETT 1993 INTER VIVOS TRUSTJEUNESSE KIDS FOUNDATIONMAGIC JOHNSON ENTERPRISESMCCORMICK FOUNDATIONME TO WE FOUNDATIONMEDICIS GLOBAL SERVICES CORPMERRIFIELD FAMILY CHARITABLE TRUSTMICROSOFTMILLION DOLLAR ROUNDTABLEMR & MRS MERRIFIELDNATALIE HERSHLAGNATIONAL PHILANTHROPIC TRUSTOTTO BREMER FOUNDATIONPACIFIC GAS & ELECTRICPARFUMS CHRISTIAN DIORPAUL G. ALLEN FAMILY FOUNDATIONPETER & GLENA CARROLL FAMILY FUNDPETER & GLENA CARROLL FAMILY TRUSTPETER & KRISTEN NORVIG FUNDRBC ROYAL BANKROBERT & ANNE KLAMARSABEY CORPORATIONSAMSON LISANAM VAZIRI QURAISHI FOUNDATIONSANDBERG/GOLDBERG PHILANTHROPY FUNDSEAGL FAMILY FOUNDATIONSKOLL FOUNDATION

Total360,310653,735

5,167,5003,353, 168

510,000200,000100,000900,000

1,046,279225,000261,763250,000175,000715,000

1,663,487375,000

1,525,000510,000219,034270,000200,000222,821500,000

1,377,433100,000

1,750,000250,000150,000819,046512,691100,000527,500100,000100,000100,000

1,922,197500,000

3,799,500100,000250,000125,000

1,000,0001,500,000

250,000247,920100,000100,000203,88483,490

100,000480,000100,000100,000175,000100,00080,000

11000,000

VIVIAN KRAUSE
VIVIAN KRAUSE
Page 5: Microsoft Gifts to WE Charity 501(c)3 for US$ 40 Million · schedule a, part ii, line 5 - excess gifts excess 1,043,953 7,657,331 200,501 417,256 104,812 527,7 12 991,482 275,501

FTC3544 WE CHARITY16-1533544 Federal StatementsFYE: 12/31/2017

Schedule_A, PArt 11, Lille*z_Excess_Gifts

Donor Name Total ExcessALLSTATE INSURANCE COMPANY $ 7,809,342 $ 5,259,531UNILEVER 7,667,985 5,118,174

MICROSOFT 10,362,285 7,812,474

ALLSTATE FOUNDATION 16,565,668 14,015,857

WALGREENS 4,977,895 2,428,084

UNSTOPPABLE FOUNDATION 4,877,038 2,327,227

WORLD MEDICAL RELIEF 10,478,145 7,928,334

ARGYROS FAMILY FOUNDATION 3,072,814 523,003

KPMG USA 2,355,873HOPPER-DEAN FOUNDATION 803,511NATIONAL PHILANTHROPIC TRUST 1,510,000THE OTTO BREMER TRUST 750,000SCHWAB CHARITABLE FUND 426,500VALIANT CAPITAL PARTNERS 807,950FOSSIL FOUNDATION 875,000WALTER GREEN 300,000CINEMARK 277,000CARLSON FAMILY FOUNDATION 250,000SKOLL FOUNDATION 500,000TARGET ENTERPRISES INC 250,000THE BOEING COMPANY 775,000FIDELITY CHARITABLE GIFT FND/BARNES 1,188,250THE CHICAGO COMMUNITY TRUST 379,000MAGIC JOHNSON ENTERPRISES 250,000STILLMAN FAMILY FOUNDATION 408,775THE ROBINSON/CROWN FAMILY 149,150THE SEATTLE FOUNDATION 245,250APEX FOUNDATION 1,038,112JEUNESSE KIDS FOUNDATION 662,900THE NORCLIFE FOUNDATION 120,000PLEDGE TO HUMANITY 101,500AON FOUNDATION 200,000GOLDMAN SACHS NYC 100,000TUCKER YORK 100,000W.M. KECK FOUNDATION 100,000WILSON GARLING FOUNDATION 100,000INTERPUBLIC GROUP/UNIVERSAL MCCANN 457,818KURZ FAMILY FOUNDATION 65,000CONTIKI HOLIDAYS 50,000PATRICIA PC CROWN 49,660JEFFREYM CONSULTING 31,250THE EDWARD J PHILLIPS FAMILY FOUNDA 30,000ACA FAMILY FOUNDATION 61,775ADOBE FOUNDATION 354,855AMWAY CORP 10,000ANONYMOUS/FIDELITY CHARITABLE 200,000BECK FAMILY FOUNDATION 225,000BREMER BANK 261,763BRITT & DAVID SOLO 150,000CHAPIN FOUNDATION 125,000CLUB PENGUIN/DISNEY 715,000CROWN FAMILY PHILANTHROPIES 1,663,487DISNEY CANADA INC 375,000DISNEY FRIENDS FOR CHANGE 670,000

VIVIAN KRAUSE
VIVIAN KRAUSE
Page 6: Microsoft Gifts to WE Charity 501(c)3 for US$ 40 Million · schedule a, part ii, line 5 - excess gifts excess 1,043,953 7,657,331 200,501 417,256 104,812 527,7 12 991,482 275,501

FTC3544 WE CHARITY**-***3544 Federal StatementsFYE: 8/31/2018

Schedule A, Part ll, Line 5 - Excess Gifts

Donor Name Total Excess

UNILEVER $ 9,437,985 $ 6,912,673MICROSOFT 8,597,785 6,072,473

WORLD MEDICAL RELIEF 10,492,995 7,967,683

KPMG USA 3,430,925 905,613

THE BALLMER GROUP 1,075,000UNSTOPPABLE FOUNDATION 5,490,000 2,964,688

ALLSTATE FOUNDATION 17,595,484 15,070,172

ARGYROS FAMILY FOUNDATION 4,079,914 1,554,602

WALGREENS 5,977,895 3,452,583

CINEMARK 777,000SANDBERG/GOLDBERG PHILANTHROPY FUND 500,000RANCHO SANTA FE FOUNDATION 400,000BRETT AND MIRANDA TOLLMAN 305,000MCCORMICK FOUNDATION 400,000SKOLL FOUNDATION 500,000STILLMAN FAMILY FOUNDATION 658,775HOPPER-DEAN FOUNDATION 918,511RBC CAPITAL MARKETS 206,667MMJ ENTERPRISES LLC 183,060ME TO WE FOUNDATION 175,967CITY NATIONAL BANK 166,111.MAGIC JOHNSON ENTERPRISES 400,000MERRIFIELD FAMILY CHARITABLE TRUST 650,000RODAN & FIELDS 150,000JEUNESSE KIDS FOUNDATION 787,900CHUCK NEWHALL 107,617AON FOUNDATION 300,000WILSON GARLING FOUNDATION 200,000COACH PETE CARROLL 100,000MAKING A DIFFERENCE 100,000CLIFF AVRIL FAMILY FOUNDATION 90,000FIDELITY CHARITABLE GIFT FND/BARNES 1,170,250ACTIVISION 75,000GREENBRIDGE FOUNDATION 75,000PLEDGE TO HUMANITY 171,250THE CHICAGO COMMUNITY TRUST 429,000ARGENTEM CREEK 50,000GROSVENOR CAPITAL 50,000JONATHAN COSLET 50,000MATTHEW CLARK 50,000PATRICK ·RYAN 50,000STEPHANIE PACE MARSHALL 50,000DWIGHT STUART YOUTH FUND 40,000DHL EXPRESS USA INC 30,000MARK AND ALLISON PITTS 30,000ALLSTATE INSURANCE COMPANY 7,809,342 5,284,030

NATIONAL PHILANTHROPIC TRUST 1,510,000SCHWAB CHARITABLE FUND 426,500VALIANT CAPITAL PARTNERS 807,950FOSSIL FOUNDATION 875,000WALTER GREEN 300,000CARLSON FAMILY FOUNDATION 250,000TARGET ENTERPRISES INC 250,000THE BOEING COMPANY 775,000

VIVIAN KRAUSE
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FTC3544' WE CHARITY16-1533544 Federal StatementsFYE: 8/31/2019

Schedule-&.Ea[UL-Ling--in-Excess-Glits

Donor Name Total ExcessACTIVISION $ 75,000 $ALLSTATE FOUNDATION 23,918,494 21,110,242

ALLSTATE INSURANCE COMPANY 7,809,342 · 5,001,090

AON FOUNDATION 300,000APEX FOUNDATION 889,928ARGENTEM CREEK 50,000ARGYROS FAMILY FOUNDATION 4,079,914 1,271,662

BECK FAMILY FOUNDATION 240,000BRETT AND MIRANDA TOLLMAN 605,000BRITT & DAVID SOLO 50,000CARLSON FAMILY FOUNDATION 250,000CHUCK NEWHALL 107,617CINEMARK 777,000CITY NATIONAL BANK 166,111CLIFF AVRIL FAMILY FOUNDATION 90,000CLUB PENGUIN/DISNEY 200,000COACH PETE CARROLL 100,000CONTIKI HOLIDAYS 50,000CROWN FAMILY PHILANTHROPIES 979,053DHL EXPRESS USA INC 30,000DOCUSIGN 125,000DWIGHT STUART YOUTH FUND 40,000EXPEDIA INC 150,000FIDELITY CHARITABLE GIFT FND/BARNES 1,654,250FOSSIL FOUNDATION 475,000FREE THE CHILDREN UK 168,391GARY E MILGARD FAMILY FOUNDATION 140,000GOLDMAN SACHS NYC 100,000GREENBRIDGE FOUNDATION 75,000GROSVENOR CAPITAL 50,000HOPPER-DEAN FOUNDATION 2,249,465INTERPUBLIC GROUP/UNIVERSAL MCCANN 196,303JEFFREYM CONSULTING 31,250JEUNESSE KIDS FOUNDATION 1,533,401JONATHAN COSLET 50,000KPMG USA 4,615,925 1,807,673

KURZ FAMILY FOUNDATION 65,000

MAGIC JOHNSON ENTERPRISES 400,000MAKING A DIFFERENCE 100,000MARK AND ALLISON PITTS 30,000MATTHEW CLARK 50,000MCCORMICK FOUNDATION 400,000ME TO WE FOUNDATION 175,967MERRIFIELD FAMILY CHARITABLE TRUST 150,000MICROSOFT 10,350,285 7,542,033

MMJ ENTERPRISES LLC 183,060NATIONAL PHILANTHROPIC TRUST 3,010,000 201,748

OTTO BREMER FOUNDATION 750,000PACIFIC GAS & ELECTRIC 250,000PATRICIA PC CROWN 49,660PATRICK RYAN 100,000PLEDGE TO HUMANITY 171,250RANCHO SANTA FE FOUNDATION 600,000RBC CAPITAL MARKETS 206,667

VIVIAN KRAUSE
VIVIAN KRAUSE