2024-10-31T17:40:35-05:00 2023-12-31 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-01-01 465476017 THE BATTERY FOUNDATION BATT 4152308000 717 BATTERY STREET SAN FRANCISCO CA 94111 MICHAEL BIRCH TREASURER 9257596212 2024-10-29 1 0 MAGA E KISRIEV P01008919 4089988400 2023 2024-10-15 13:58:12Z BATTERY POWERED TIMOTHY WU 717 BATTERY STREET SAN FRANCISCO CA 94111 2940363 0 X WWW.THEBATTERYSF.COM/BATTERYPOWERED X 2014 CA TO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES. 5 5 3 9 0 0 3817423 2864690 0 0 11859 75673 0 0 3829282 2940363 2912795 2919633 0 0 438610 335754 0 0 81836 123558 192669 3474963 3448056 354319 -507693 2802296 2502711 1288424 1495532 1513872 1007179 TO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES. 0 0 3233071 2919633 0 IN 2023, THE BATTERY FOUNDATION PROVIDED DONOR EDUCATION AND NEW GRANTS TOTALING $2.9 MILLION IN THE AREAS OF YOUTH UPLIFT (YOUTH SELF-EXPRESSION, ORGANIZING, AND HEALING); WOMEN'S HEALTH AND WEALTH (WOMEN'S SEXUAL AND REPRODUCTIVE HEALTH AND ECONOMIC EMPOWERMENT); AND CLIMATE ACTION: WATER (WATER RESILIENCE). 3233071 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MICHAEL BIRCH 9257596212 717 BATTERY STREET SAN FRANCISCO CA 94111 XOCHILTZIN BIRCH PRESIDENT 0.50 X X 0 0 0 MICHAEL BIRCH TREASURER 0.50 X X 0 0 0 SUZAN CANLI SECRETARY (THRU 5/23/23) 1.00 X X 0 0 0 DAN KINGSLEY SECRETARY (FROM 5/23/23) 1.00 X X 0 0 0 JAMIE ALLISON DIRECTOR (THRU 5/23/23) 0.50 X 0 0 0 JENI IZUEL DIRECTOR 0.50 X 0 0 0 SARA LOMELIN DIRECTOR 0.50 X 0 0 0 SARA GUILLERMO DIRECTOR 0.50 X 0 0 0 ADRIAN TIRTANADI DIRECTOR 0.50 X 0 0 0 COLLEEN GREGERSON EXECUTIVE DIRECTOR (THRU 6/9/23) 40.00 X 106252 0 10996 JILL MINKUS DIR OF GRANTS & IMPACT, INTERIM ED 40.00 X 165413 0 13615 271665 0 24611 2 0 1 0 0 2864690 10474 2864690 75673 75673 2940363 0 0 75673 2753813 2753813 165820 165820 117248 66233 22477 28538 191784 107640 37794 46350 6380 3828 893 1659 7532 4519 1055 1958 12810 7686 1793 3331 44768 44768 70740 70740 21558 395 21163 1010 1010 1478 1478 BOOKS/SUBSCRIPTION/REF 18457 18457 PRINTING & PUBLICATION 15470 15470 THEME EDUCATION/SPEAKER 14232 14232 BAD DEBT EXPENSE 3000 3000 1956 1750 206 3448056 3233071 133149 81836 1041427 683178 1431837 1507510 317054 285290 11978 16733 0 10000 2802296 2502711 14084 66282 1274340 1429250 1288424 1495532 X 1439099 998406 74773 8773 1513872 1007179 2802296 2502711 X -507693 1000 X 0 1 X 1 0 X 4452182 3325657 3445233 3817423 2864690 17905185 4452182 3325657 3445233 3817423 2864690 17905185 1524585 16380600 72398 28362 4844 11859 75673 193136 18098321 0.90510 0.93600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 0 10000 3438056 3448056 322403 80601 0 0 355871 305195 323748 322403 1307217 1960826 104999 10000 10000 124999 88968 76299 80937 80601 326805 490208 84999 10000 94999 0 X 3016723 76360 76360 2940363 0 2940363 3523416 76360 -1000 75360 3448056 0 3448056 PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: RETURNED GRANT -1,000. 1 SUB-SAHARAN AFRICA 0 0 GRANT MAKING N/A 155820 NORTH AMERICA 0 0 GRANT MAKING N/A 10000 0 0 0 0 0 0 165820 0 165820 SUB-SAHARAN AFRICA GENERAL SUPPORT 155820 WIRE TRANSFER 0 NORTH AMERICA GENERAL SUPPORT 10000 WIRE TRANSFER 0 0 2 1 0 0 0 0 0 PART I, LINE 2: ORGANIZATIONS IN RECEIPT OF A GRANT IN EXCESS OF $10,000 FROM THE BATTERY FOUNDATION ARE REQUIRED TO SUBMIT AN ANNUAL NARRATIVE AND FINANCIAL REPORT AS WELL AS A FINAL NARRATIVE AND FINANCIAL REPORT AT THE CONCLUSION OF THEIR GRANT. IN ADDITION, ONGOING COMMUNICATION WITH GRANTEES TAKES PLACE BETWEEN THESE FORMAL REPORTING PERIODS, AND INCLUDE IN SOME CASES SITE VISITS TO THE ORGANIZATIONS. 1 CALLISTO 584 CASTRO ST 2006 SAN FRANCISCO CA 94114 454011283 501(C)(3) 231222 0 GENERAL SUPPORT COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 943255070 501(C)(3) 20000 0 GENERAL SUPPORT OF LOUD FOR TOMORROW COMMUNITY WATER CENTER 222 N GARDEN ST SUITE 130 VISALIA CA 93291 800267674 501(C)(3) 10000 0 GENERAL SUPPORT EVERYDAY PEOPLE FOR CHANGE INC 490 LAKE PARK 10481 OAKLAND CA 94610 463468086 501(C)(3) 147389 0 GENERAL SUPPORT OF RUNWAY FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM 207 E BUFFALO STREET SUITE 501 MILWAUKEE WI 53202 270321696 501(C)(3) 10000 0 GENERAL SUPPORT GIRLS WHO CODE INC 1250 BROADWAY 17TH FLOOR NEW YORK NY 10001 300728021 501(C)(3) 170171 0 GENERAL SUPPORT OF THE MOMS FIRST INITIATIVE GLOBAL FUND FOR WOMEN INC 505 MONTGOMERY ST 11TH FLOOR SAN FRANCISCO CA 94111 770155782 501(C)(3) 10000 0 GENERAL SUPPORT GROUNDSWELL ACTION FUND 548 MARKET ST 49734 SAN FRANCISCO CA 94104 821172119 501(C)(4) 10000 0 GENERAL SUPPORT HIP HOP FOR CHANGE INC 515 55TH STREET SUITE A OAKLAND CA 94609 463005727 501(C)(3) 10000 0 GENERAL SUPPORT JUSTICE OUTSIDE 1624 FRANKLIN ST SUITE 520 OAKLAND CA 94612 800565914 501(C)(3) 184411 0 GENERAL SUPPORT OF THE YOUTH ACCESS TO NATURE FUND MAMA GLOW FOUNDATION 379 WEST BROADWAY NEW YORK NY 10012 852128888 501(C)(3) 10000 0 GENERAL SUPPORT MINDFUL LIFE PROJECT 124 WASHINGTON AVE SUITE B RICHMOND CA 94801 475066819 501(C)(3) 250000 0 GENERAL SUPPORT MULTIPLIER 1016 LINCOLN BLVD SAN FRANCISCO CA 94129 912166435 501(C)(3) 153712 0 GENERAL SUPPORT PACIFIC INSTITUTE FOR STUDIES IN DEVELOPMENT ENVIRONMENT AND SECURITY 344 20TH ST OAKLAND CA 94612 943050434 501(C)(3) 163204 0 GENERAL SUPPORT PUBLIC HEALTH INSTITUTE 555 12TH STREET SUITE 600 OAKLAND CA 94607 941646278 501(C)(3) 250000 0 GENERAL SUPPORT OF RISEUP RYSE INC 3939 BISSEL AVE RICHMOND CA 94805 260692904 501(C)(3) 87548 0 GENERAL SUPPORT SAN FRANCISCO BAYKEEPER 1736 FRANKLIN STREET SUITE 800 OAKLAND CA 94612 680120240 501(C)(3) 250000 0 GENERAL SUPPORT SAVE CALIFORNIA SALMON PO BOX 142 ORLEANS CA 95556 881650309 501(C)(3) 100610 0 GENERAL SUPPORT SUSTAINABLE CONSERVATION 98 BATTERY STREET SUITE 302 SAN FRANCISCO CA 94111 943232437 501(C)(3) 10000 0 GENERAL SUPPORT SUSTAINABLE NORTHWEST 233 SW NAITO PARKWAY SUITE 200 PORTLAND CA 97204 931152222 501(C)(3) 10000 0 GENERAL SUPPORT THE DIGDEEP RIGHT TO WATER PROJECT 932 WILSON STREET SUITE 2D LOS ANGELES CA 90021 460686920 501(C)(3) 10000 0 GENERAL SUPPORT WESTERN RESOURCE ADVOCATES 2260 BASELINE ROAD SUITE 200 BOULDER CO 80302 841113831 501(C)(3) 10000 0 GENERAL SUPPORT WESTERN RIVERS CONSERVANCY 71 SW OAK STREET SUITE 100 PORTLAND OR 97204 931326405 501(C)(3) 193676 0 GENERAL SUPPORT YOUTH PASSAGEWAYS PO BOX 46631 KANSAS CITY MO 64188 474750095 501(C)(3) 250000 0 GENERAL SUPPORT OF EVER FORWARD CLUB YOUTH SPEAKS INC 265 SHOTWELL STREET SAN FRANCISCO CA 94110 912134499 501(C)(3) 181870 0 GENERAL SUPPORT 28 1 PART I, LINE 2: ORGANIZATIONS IN RECEIPT OF A GRANT IN EXCESS OF $10,000 FROM THE BATTERY FOUNDATION ARE REQUIRED TO SUBMIT AN ANNUAL NARRATIVE AND FINANCIAL REPORT AS WELL AS A FINAL NARRATIVE AND FINANCIAL REPORT AT THE CONCLUSION OF THEIR GRANT. IN ADDITION, ONGOING COMMUNICATION WITH GRANTEES TAKES PLACE BETWEEN THESE FORMAL REPORTING PERIODS, AND INCLUDE IN SOME CASES SITE VISITS TO THE ORGANIZATIONS. X X 0 0 0 0 0 0 0 0 0 JILL MINKUS DIR OF GRANTS & IMPACT, INTERIM ED 165413 0 0 0 0 0 6617 0 6998 0 179028 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 XOCHILTZIN AND MICHAEL BIRCH HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BATTERY FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. THE BOARD OF DIRECTORS (LESS THE FINANCIALLY INTERESTED PERSON(S)) REVIEWS CONFLICTS OF INTEREST AND MAKES THE DETERMINATION ON WHETHER A CONFLICT OF INTEREST EXISTS. PERSONS WITH A CONFLICT OF INTEREST ARE BARRED FROM PARTICIPATING IN ANY DECISIONS ON THE RELATED MATTER AND FROM VOTING ON ANY RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DECIDED AND APPROVED BY THE FULL BOARD OF DIRECTORS IN 2017. AMPLIFIER STRATEGIES WAS ENGAGED AS A CONSULTANT AT THAT TIME AND SUPPORTED COMPENSATION REVIEW. SINCE THEN AMPLIFIER HAS NOT BEEN ENGAGED, AND TWO ADJUSTMENTS HAVE BEEN MADE TO THE EXECUTIVE DIRECTOR SALARY: A COST OF LIVING ADJUSTMENT OF 3% WAS MADE FOR 2018; A COST OF LIVING AND PERFORMANCE INCREASE OF 4.5% IN 2020; A COST OF LIVING ADJUSTMENT OF 2.3% WAS MADE TO THE EXECUTIVE DIRECTOR SALARY EFFECTIVE JANUARY 1, 2023. COST OF LIVING INCREASES ARE MADE IN LINE WITH THE CONSUMER PRICE INDEX FROM THE BUREAU OF LABOR STATISTICS FOR THE SAN FRANCISCO AREA. THE EXECUTIVE DIRECTOR'S SALARY WAS RECENTLY REVIEWED AGAINST DATA SETS FOR EXECUTIVE DIRECTORS OF NON PROFIT ORGANIZATIONS IN SAN FRANCISCO WITH 15+ YEARS EXPERIENCE AND THE BOARD FOUND THE CURRENT SALARY REMAINS WITHIN THE COMPETITIVE RANGE FOR THE AREA. IN JUNE 2023, THE DIRECTOR OF GRANTS ASSUMED THE POSITION OF INTERIM EXECUTIVE DIRECTOR. THE SALARY FOR THE INTERIM EXECUTIVE DIRECTOR, ESTABLISHED BY THE BOARD OF DIRECTORS, WAS COMPARABLE TO THE STARTING SALARY FOR THE EXECUTIVE DIRECTOR POSITION ESTABLISHED IN 2017. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND ANNUAL FORM 990 ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART XI, LINE 9: RETURNED GRANT 1,000.