2026-05-06T14:12:00-05:00 2025-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-07-01 941592822 San Francisco Education Fund SANF 4156955400 650 Mission St 3rd Flr San Francisco CA 941054059 Ann Levy Walden Chief Executive Officer 4156955400 2026-05-06 1 1 Lori A Collingsworth P00639819 7038930300 2026-05-06 2024 2025-03-06 01:10:19Z Ann Levy Walden 650 Mission St 3rd Flr San Francisco CA 941054059 4155685 0 X https://sfedfund.org/ X 1964 CA To advance equitable education in San Francisco public schools. 14 14 14 353 0 0 4083225 3376753 0 0 467775 606219 -264088 -110502 4286912 3872470 250502 761197 0 0 1527313 1772489 0 38987 380033 768764 1118167 2546579 3690840 1740333 181630 12244183 13398214 547848 808925 11696335 12589289 X The San Francisco Education Fund advances equitable education by providing quality learning programs, community support, and transformative financial resources to teachers, students, and schools. 0 0 1762188 441300 Quality Learning- High Impact Literacy Tutoring: The SF Ed Fund works with Stanford's National Student Support Accelerator and schools to vet providers, then with schools to qualify and select student participants, and finally with schools and providers on implementation and evaluation. San Francisco Literacy Coalition: The San Francisco Literacy Coalition unites community partners to provide strategically coordinated, highly effective reading and writing supports to students from pre-K through 5th grade to increase literacy achievement. 433658 Community Support-General & Mindful Arts Volunteers: The SF Ed Fund's Classroom Support Program places volunteers in classrooms across 50+ schools to support students and teachers across TK-12th grade. SF Ed Fund volunteers get matched with teacher requests for support, which can include individual or small group student tutoring, general teacher support, or mentoring an individual student. Corporate Volunteers (CtS): The SF Ed Fund engages local companies to partner with San Francisco public schools through our Circle the Schools Corporate Partnerships program. Continued in Schedule O 401946 319897 Financial Suppport-Educator Grants: The SF Ed Fund's Educator Grants support teachers, principals, and administrators at select high-need schools. Educator Impact Grants (formerly known as Create Joy Grants) empower educators to create impactful opportunities that increase student attendance, increase teacher retention, and ultimately increase student sense of belonging. Educators can apply for $5,000 for a classroom grant or up to $10,000 for a school-wide or multiple classroom grant. Continued in Schedule O 2597792 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X The Organization 4156955400 650 Mission St 3rd Flr San Francisco CA 941054059 Prasanth Boda Director 4.00 X X 0 0 0 Becky Karsh Director 3.00 X X 0 0 0 Katherine Ladd Director 2.00 X X 0 0 0 Billy McRae Director 3.00 X X 0 0 0 Adam Anderson Director 2.00 X 0 0 0 Josue Aparicio Director 2.00 X 0 0 0 Joseph Ghobrial Director 2.00 X 0 0 0 Eric Jones Director 2.00 X 0 0 0 James Kim Director 3.00 X 0 0 0 Mark McGee Director 2.00 X 0 0 0 Rachel Patterson Director 2.00 X 0 0 0 Shalu Umpathy Director 2.00 X 0 0 0 Anne Kauth Warren Director 2.00 X 0 0 0 Courtney Young Law Director 2.00 X 0 0 0 Ann Levy Walden CEO 40.00 X 174484 0 10010 Rebecca Kroll COO 40.00 X 159614 0 10159 Laura King Chief Development & Impact Officer 40.00 X 124523 0 9154 Jenny Siegel Sr. Director of Programs 40.00 X 104816 0 9353 563437 0 38676 4 0 1 0 TNTP Inc 500 7th Avenue 8th Floor New York NY 10018 SF Literacy Coalition strategic plan and 124727 1 607648 501873 2267232 19464 3376753 552171 552171 200000 145952 54048 54048 54048 26600 607648 137263 -110663 -110663 Other income 900099 161 161 161 3872470 0 0 495717 X 761197 761197 386496 256704 87487 42305 1138387 698221 230474 209692 128655 70913 44891 12851 118951 79292 21484 18175 151059 151059 38987 38987 590414 543322 44015 3077 7446 7399 47 79941 28114 26619 25208 38068 14268 18348 5452 113085 40494 57098 15493 5455 4144 975 336 15782 13717 1013 1052 29946 11224 14428 4294 19474 6703 10207 2564 Other program expenses 50931 46014 4917 School site funds 10526 10526 Student funds/incentive 5540 5540 Write-off 500 500 3690840 2597792 713015 380033 1191175 137466 0 1080484 1243471 685042 21415 284757 20458 18682 50258 1776 9737864 10829854 0 10733 0 368102 12244183 13398214 149373 128255 226875 250937 171600 429733 547848 808925 X 3067923 4011874 8628412 8577415 11696335 12589289 12244183 13398214 181630 711324 0 X X 0 1 X 1 0 X 8030412 5960021 2844224 4083225 3376753 24294635 8030412 5960021 2844224 4083225 3376753 24294635 8008455 16286180 153327 170024 206899 416087 552171 1498508 25793143 55486 0.63140 0.60370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7642851 680057 412849 7910059 7317723 868626 543498 7642851 7017573 652856 352706 7317723 7598741 -581168 0 7017573 6554664 2020147 976070 7598741 0.18460 0.40040 0.41500 0 0 20458 18682 1776 1776 Lease liability - operating lease 365400 Lease liability - finance lease 10878 Agency liabilites 53455 429733 X 4439451 711324 2498 713822 3725629 146841 146841 3872470 3546497 2498 2498 3543999 146841 146841 3690840 Part V, Line 4: The Education Fund's endowment includes two donor-restricted endowment funds: one to support teacher grants; and the second to support activities deemed by the Board of Directors of the Education Fund to improve the quality of education in San Francisco public schools. A third endowment fund consists of reserves designated by the Board of Directors of the Education Fund to function as an endowment. Part X, Line 2: Management has evaluated The Fund's tax positions and has concluded that The Fund has taken no uncertain tax positions that qualify for either recognition or disclosure in the accompanying financial statements. Part XI, Line 4b - Other Adjustments: Fundraising expenses netted in revenue 146,841. Part XII, Line 4b - Other Adjustments: Fundraising expenses netted in revenue 146,841. X X 1 Rebecca Moreno 1258 Ocean Avenue Emeryville CA 94608 Grant writing 0 20000 5218 14782 Jennifer Bing 5924 Fredricks Rd Sebastopol CA 95472 Event planning, staffing, and in-kind donation solicitation 0 0 33769 -33769 20000 38987 -18987 CA Back to School Gala 634248 607648 26600 6018 28713 52194 43144 7194 634248 607648 26600 6018 28713 52194 43144 7194 137263 -110663 1 Create Joy Educator Grants 41 308467 0 Awesome Fund Student Club Grants 12 11430 0 Room2BeWell Educator Wellbeing Stipends 733 441300 0 Part I, Line 2: Grantees agree to follow detailed fiscal and programmatic accountability measures, including: Compliance with approved budgets: Grantees must spend funds according to the original project proposal approved by SFEF. Any modification exceeding 20% of a line item requires submitting a Request to Change Budget Allocations and receiving SFEF approval before implementation. Timely use of funds: Checks must be cashed within 90 days, and any unspent funds over $200 must be returned to SFEF by June 1, 2026. Regular reporting: Grantees must submit a mid-year outcomes and data report by February 13, 2026, and a final outcomes and expense report by May 31, 2026. Specific reporting forms are provided by SFEF. Failure to submit required reports by the deadline may result in the funds being considered taxable income (IRS Form 1099). Documentation and visibility: Grantees are required to produce a brief video summarizing project results, present project highlights at an SFEF showcase event, and properly credit SFEF in all related publicity or communications. Monitoring and support: SFEF conducts one to two site visits during the grant period to assess progress. During these visits, staff verify implementation, collect media releases, and provide guidance as needed. Through these procedures SFEF ensures that all grant funds are used responsibly, transparently, and in alignment with the approved project goals. X 0 0 0 0 0 0 0 0 0 Ann Levy Walden CEO 174484 0 0 0 0 0 0 0 10010 0 184494 0 0 0 Rebecca Kroll COO 159614 0 0 0 0 0 0 0 10159 0 169773 0 0 0 Form 990, Part III, Line 4b, Community Support: (continued) Corporate partners can support the SF Ed Fund in three ways: serving as volunteers at school events, serving as sponsors during fundraising events, and providing operating, programs, or school grants. Form 990, Part III, Line 4c, Financial Support: (continued) Student Grants: The Awesome Fund is a grant specifically designed to provide student-led clubs with financial support for projects that help other students enhance their community, keep students involved in school, and/or provide students with a more meaningful educational experience. Students can apply for a grant from $100-$1,000. Fiscal Sponsorship & Management: The SF Ed Fund is proud to be the 501(c)(3) fiscal sponsor for initiatives and projects that work to improve outcomes for San Francisco children and youth. The SF Ed Fund manages administrative responsibilities or passthrough funds so other organizations can focus on serving students, teachers, and families. Fiscal sponsorship allows these other organizations to operate an education-based project under the Organization's 501(c)(3) status. Form 990, Part VI, Section B, line 11b The taxpayer's accounting firm forwarded the Form 990 to the Director of Finance. The Director of Finance forwarded the Form 990 to the members of the Audit Committee for their review and approval prior to filing the Form 990. The Form 990 was also shared with all board members, who are encouraged to review the form 990 and to forward their questions to the Director of Finance and/or the Audit Committee Chair. The Director of Finance, Audit Committee members, or the accounting firm address the questions from the board. Finally, the board ratifies the Audit Committee's approval of the Form 990. Form 990, Part VI, Section B, line 12c All employees are required to review and acknowledge acceptance of the terms and conditions of the employee handbook, which includes the most recent version of the Conflict of Interest Policy. In addition, the Governance Committee of the Board of Directors reviews the Conflict of Interest Policy on an annual basis and oversees Board compliance with the policy. Form 990, Part VI, Section B, line 15 The process for determining compensation includes review of compensation surveys and similar forms 990. Formal approval by the Board or Compensation Committee is needed to decide on compensation. Form 990, Part VI, Section C, line 19 The Organization provides its governing documents, Conflict of Interest Policy, and financial statements via mail or email upon request. Form 990, Part IX, line 11g Consultants and contractors: Program service expenses 543,322. Management and general expenses 44,015. Fundraising expenses 3,077. Total expenses 590,414. Form 990, Part XII, Line 2c: The Organization's Audit Committee is responsible for the oversight of the audit, including the selection of the independent accountant. The process is consistent with previous years.