GRIFFITH FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GRIFFITH FAMILY FOUNDATION (EIN 94-3377090)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-02-09
IRS object ID
202400409349101010
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-09T12:31:56-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941420282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONES SCHILLER & LITTMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 TAMAL PLAZA SUITE 205AddressLine1Txt
CityCORTE MADERACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94925ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943377090EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GRIFFITH FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O K & M OFFICE LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGRIFBusinessNameControlTxt
Phone4153004553PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11099 D STREET SUITE 207AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA G GRIFFITHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4153004553PhoneNum
Signature2024-01-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSARAPersonFirstNm
Person LastGRIFFITHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY P WILCOXPreparerPersonNm
PTINP00236915PTIN
Phone4158914000PhoneNum
Preparation2024-01-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,651,368FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$28,368DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,368DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$93,335NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$522,459GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$93,335CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$121,703TotalRevAndExpnssAmt
Total Net Invst Incm$121,703TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,424TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$22,483OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22,483OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,907TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,483TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$152,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$152,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$184,657TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,483TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$156,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,954ExcessRevenueOverExpensesAmt
Net Investment Income$95,220NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$48,622SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$78,439SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$78,439SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$4,730PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,730PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,902,058CorporateStockBOYAmt
Corporate Stock EOY$1,803,086CorporateStockEOYAmt
Corporate Stock EOYFMV$2,568,199CorporateStockEOYFMVAmt
Total Assets BOY$1,950,680TotalAssetsBOYAmt
Total Assets EOY$1,886,255TotalAssetsEOYAmt
Total Assets EOYFMV$2,651,368TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,471OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,471TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,949,209RetainedEarningBOYAmt
Retained Earning EOY$1,886,255RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,949,209TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,886,255TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,950,680TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,886,255TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,949,209TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,954ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,886,255SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,886,255TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
KAYNE ANDERSON RUDNICKP2022-07-012023-06-30$38,662$50,742-$12,080-$12,080
KAYNE ANDERSON RUDNICKP2022-06-292023-06-30$483,797$378,382$105,415$105,415
FieldValueIRS element (for citing)
Capital Gain Net Income$93,335CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,324InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,324SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,324TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,129EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,129TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,805OverpaymentAmt
Applied To ES Tax$4,805AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksK M OFFICE LLCIndividualWithBooksNm
Phone4153004553PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11099 D STREET SUITE 207AddressLine1Txt
CitySAN RAFELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA G GRIFFITH
C/O K M OFFICE LLC 1099 D STREETSUITE 207SAN RAFAELCA94901CHAIR1.00$0$0$0
SARA G TEVEBAUGH
C/O K M OFFICE LLC 1099 D STREETSUITE 207SAN RAFAELCA94901TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DISTRIBUTING GRANTS TO TAX EXEMPT PUBLICLY SUPPORTED CHARITIES IN THE UNITED STATES WITH EMPHASIS ON THOSE OPERATING FOR SCIENTIFIC OR EDUCATIONAL PURPOSES.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,444,742AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$98,118AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,542,860TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,542,860AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,143CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,504,717NetVlNoncharitableAssetsAmt
Minimum Investment Return$125,236MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$125,236MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,324TaxBasedOnInvestmentIncomeAmt
Total Tax$1,324TotalTaxAmt
Distributable Before Adj$123,912DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$123,912DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$123,912DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$156,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$156,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$123,912DistributableAsAdjustedAmt
Undistributed Income PY$150,084UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$156,750QualifyingDistributionsAmt
Applied To Year1$150,084AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,666AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$117,246UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSARA G GRIFFITHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSARA G GRIFFITH CO KM OFFICE LLCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11099 D STREET SUITE 207AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4153004553RecipientPhoneNum
Form And Info And MaterialsLETTER FORMAT; NATURE OF FUND REQUEST AND HOW IT WOULD BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesMAY 1ST OF THE PRESENT YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsSUPPORT OF CHARITABLE, SCIENTIFIC AND EDUCATIONAL NON-PROFIT ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
10000 DEGREES
1401 LOS GAMOS DRIVE 120SAN RAFAELCA94903N/APUBLIC CHARITYGENERAL$1,000
ARCS FOUNDATION INC
PO BOX 2649LAGRANGEGA30241N/APUBLIC CHARITYGENERAL$1,000
AUDUBON CANYON RANCH
4900 SHORELINE HIGHWAY 1STINSON BEACHCA94970N/APUBLIC CHARITYGENERAL$750
BAY AREA RIDGE TRAIL
391 SUTTER STREET SUITE 701SAN FRANCISCOCA94108N/APUBLIC CHARITYGENERAL$250
BAY AREA RIDGE TRAIL
391 SUTTER STREET SUITE 701SAN FRANCISCOCA94108N/APUBLIC CHARITYGENERAL$250
BELVEDERE COMMUNITY FOUNDATION
PO BOX 484BELVEDERECA94920N/APUBLIC CHARITYGENERAL$2,500
BELVEDERE COMMUNITY FOUNDATION
PO BOX 484BELVEDERECA94920N/APUBLIC CHARITYGENERAL$2,000
BELVEDERE COVE FOUNDATION
PO BOX 150180SAN RAFAELCA94915N/APUBLIC CHARITYGENERAL$1,000
BELVEDERE COVE FOUNDATION
PO BOX 150180SAN RAFAELCA94915N/APUBLIC CHARITYGENERAL$2,000
BELVEDERE TIBURON LANDMARKS SOCIETY
1550 TIBURON BLVD SUITE MBELVEDERETIBURONCA94920N/APUBLIC CHARITYGENERAL$250
BELVEDERE TIBURON LIBRARY FOUNDATION
1501 TIBURON BLVDBELVEDERE TIBURONCA94920N/APUBLIC CHARITYGENERAL$1,000
BURKE SCHOOL
7070 CALIFORNIA STSAN FRANCISCOCA94121N/APUBLIC CHARITYGENERAL$1,000
BURNING MAN PROJECT
660 ALABAMA STSAN FRANCISCOCA94110N/APUBLIC CHARITYGENERAL$1,500
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA94118N/APUBLIC CHARITYGENERAL$10,000
CALIFORNIA STATE PARKS FOUNDATION
33 NEW MONTGOMERY ST 520SAN FRANCISCOCA94105N/APUBLIC CHARITYGENERAL$250
CALIFORNIA TROUT
360 PINE STREET 4TH FLOORSAN FRANCISCOCA94104N/APUBLIC CHARITYGENERAL$2,500
CAST HOPE
PO BOX 3740CHICOCA95927N/APUBLIC CHARITYGENERAL$500
CHRONICLE SEASON OF SHARING
PO BOX 44740SAN FRANCISCOCA94144N/APUBLIC CHARITYGENERAL$5,000
COLLEGE OF MARIN
835 COLLEGE AVENUEKENTFIELDCA94904N/APUBLIC CHARITYGENERAL$2,500
CONCERTS IN THE PARK
450 SAN RAFAEL AVENUEBELVEDERECA94920N/APUBLIC CHARITYGENERAL$500
CONSERVATION CORPS NORTH BAY
27 LARKSPUR ST 4820SAN RAFAELCA94901N/APUBLIC CHARITYGENERAL$500
CPMC - KALMANOVITZ CENTER
2333 BUCHANAN STSAN FRANCISCOCA94115N/APUBLIC CHARITYGENERAL$2,500
DRAWBRIDGE
70 SKYVIEW TERRACE SUITE DSAN RAFAELCA94903N/APUBLIC CHARITYGENERAL$500
ENTERPRISE FOR YOUTH
200 PINE ST FL 6SAN FRANCISCOCA94104N/APUBLIC CHARITYGENERAL$2,000
FALL ANTIQUES SHOW
2 MARINA BLVDSAN FRANCISCOCA94109N/APUBLIC CHARITYGENERAL$2,500
FINE ARTS MUSEUMS OF SAN FRANCISCO
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118N/APUBLIC CHARITYGENERAL$3,000
FINE ARTS MUSEUMS OF SAN FRANCISCO
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118N/APUBLIC CHARITYGENERAL$1,500
FINE ARTS MUSEUMS OF SAN FRANCISCO
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118N/APUBLIC CHARITYGENERAL$500
FOUNDATION OF CITY COLLEGE
PO BOX 2879ALAMDEDACA94501N/APUBLIC CHARITYGENERAL$5,000
FRIENDS OF NO 9
372 BEL MARIN KEYS BL SUITE C-2NOVATOCA94949N/APUBLIC CHARITYGENERAL$250
FRIENDS OF NO 9
372 BEL MARIN KEYS BL SUITE C-2NOVATOCA94949N/APUBLIC CHARITYGENERAL$500
GIFFORDS LAW CENTER
268 BUSH STREET 555SAN FRANCISCOCA94104N/APUBLIC CHARITYGENERAL$1,000
GLIDE FOUNDATION
330 ELLIS STSAN FRANCISCOCA94102N/APUBLIC CHARITYGENERAL$1,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123N/APUBLIC CHARITYGENERAL$2,500
GREENBELT ALLIANCE
827 BROADWAY STE 310OAKLANDCA94607N/APUBLIC CHARITYGENERAL$1,000
GREENLIGHT CLINIC
1808 WEDEMEYER ST STE B-10SAN FRANCISCOCA94129N/APUBLIC CHARITYGENERAL$2,500
HENRY'S FORK FOUNDATION
PO BOX 550 606 MAIN STREETASHTONID83420N/APUBLIC CHARITYGENERAL$2,500
HUCKLEBERRY YOUTH PROGRAMS
3450 GEARY BLVD 107SAN FRANCISCOCA94118N/APUBLIC CHARITYGENERAL$10,000
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110N/APUBLIC CHARITYGENERAL$3,000
MARIN AGRICULTURAL LAND TRUST
PO BOX 809POINT REYES STATIONCA94595N/APUBLIC CHARITYGENERAL$1,000
MARIN AUDUBON SOCIETY
PO BOX 599MILL VALLEYCA94942N/APUBLIC CHARITYGENERAL$500
MARIN FOOD BANK
2550 KERNER BLVDSAN RAFAELCA94901N/APUBLIC CHARITYGENERAL$5,000
MARIN HEALTH (RACCOONS)
1350 S ELISEO DR 110GREENBRAECA94901N/APUBLIC CHARITYGENERAL$1,000
MARIN HUMANE SOCIETY
171 BEL MARIN KEYS BLVDNOVATOCA94949N/APUBLIC CHARITYGENERAL$500
MARINE MAMMAL CENTER
2000 BUNKER ROAD FORT CRONKHITESAUSALITOCA94965N/APUBLIC CHARITYGENERAL$1,000
MEALS ON WHEELS
1375 FAIRFAX AVESAN FRANCISCOCA94124N/APUBLIC CHARITYGENERAL$500
NATIONAL PARK CONSERVATION ASSOCIATION
201 FORT MASONSAN FRANCISCOCA94123N/APUBLIC CHARITYGENERAL$500
NEXT GENERATION SCHOLARS
1018 E STSAN RAFAELCA94901N/APUBLIC CHARITYGENERAL$2,000
PACIFIC VISION FOUNDATION
711 VAN NESS AVENUE 260SAN FRANCISCOCA94102N/APUBLIC CHARITYGENERAL$2,500
POINT BLUE CONSERVATION
3820 CYPRESS DR 11PETALUMACA94954N/APUBLIC CHARITYGENERAL$2,500
PROJECT OPEN HAND
730 POL STREETSAN FRANCISCOCA94109N/APUBLIC CHARITYGENERAL$500
REED UNION SCHOOL DISTRICT
277 KAREN WAYBELVEDERE TIBURONCA94920N/APUBLIC CHARITYGENERAL$2,000
SAN FRANCISCO BALLET
455 FRANKLIN STREETSAN FRANCISCOCA94102N/APUBLIC CHARITYGENERAL$2,500
SAN FRANCISCO BAYKEEPER
1736 FRANKLIN ST SUITE 800OAKLANDCA94612N/APUBLIC CHARITYGENERAL$1,000
SAN FRANCISCO HOST COMMITTEE
601 VAN NESS AVENUE NO E240MENLO PARKCA94102N/APUBLIC CHARITYGENERAL$2,500
SAN FRANCISCO MARITIME MUSEUM
2 MARINA BLVD BLDG E 2ND FLOORSAN FRANCISCOCA94123N/APUBLIC CHARITYGENERAL$1,000
SAN FRANCISCO MUSEUM MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103N/APUBLIC CHARITYGENERAL$2,500
SAN FRANCISCO OPERA
301 VAN NESS AVENUESAN FRANCISCOCA94102N/APUBLIC CHARITYGENERAL$5,000
SAN FRANCISCO PARKS ALLIANCE
415 HAYES ST FL 2SAN FRANCISCOCA94102N/APUBLIC CHARITYGENERAL$5,000
SAN FRANCISCO SYMPHONY
DAVIES SYMPHONY HALLSAN FRANCISCOCA94102N/APUBLIC CHARITYGENERAL$3,000
SAVE THE BAY
1330 BROADWAY SUITE 1800OAKLANDCA94612N/APUBLIC CHARITYGENERAL$1,000
SAVE THE REDWOODS LEAGUE
111 SUTTER STREET 11TH FLOORSAN FRANCISCOCA94104N/APUBLIC CHARITYGENERAL$2,500
SF-MARIN FOOD BANK
75 DIGITAL DRNOVATOCA94949N/APUBLIC CHARITYGENERAL$2,500
SPAULDING MARINE CENTER
600 GATE 5 ROADSAUSALITOCA94965N/APUBLIC CHARITYGENERAL$1,000
SUMMER SEARCH
550 SANSOME STREET SUITE 350SAN FRANCISCOCA94111N/APUBLIC CHARITYGENERAL$1,000
TELEGRAPH HILL ASSOCIATION
99 HARDING RDSAN FRANCISCOCA94132N/APUBLIC CHARITYGENERAL$5,000
THACHER SCHOOL
5025 THACHER ROADOJAICA92023N/APUBLIC CHARITYGENERAL$1,000
THE EXPLORATORIUM
3601 LYON STSAN FRANCISCOCA94123N/APUBLIC CHARITYGENERAL$15,000
TIBURON PENINSULA FOUNDATION
PO BOX 210BELVEDERE TIBURONCA94920N/APUBLIC CHARITYGENERAL$250
TIBURON PENINSULA GREEN TEAM
PO BOX 210BELVEDERE TIBURONCA94920N/APUBLIC CHARITYGENERAL$500
WILDCARE
76 ALBERT PARK LANESAN RAFAELCA94901N/APUBLIC CHARITYGENERAL$1,000
WIMRA
15 MARGARITA DRIVESAN RAFAELCA94901N/APUBLIC CHARITYGENERAL$1,000
YOUNG MUSICIANS CHORAL ORCHESTRA
2020 MILVIA STREET 4TH FLOOR SUITEBERKELEYCA94704N/APUBLIC CHARITYGENERAL$1,000420
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$152,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,368ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$93,335ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$121,703ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$121,703TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,000Amt
Net Investment Income$4,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$1,803,086EOYBookValueAmt
EOYFMV$2,568,199EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$10,229$10,229$0
MISC FEES$56$56$0
ADVISOR FEES$12,198$12,198$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTAXES PAYABLEDesc
BOY Book Value$1,471BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$1,324$0$0
CA FILING FEE$100$0$0

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