BELLA VISTA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BELLA VISTA FOUNDATION (EIN 94-3345967)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423179349103327
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T18:43:29-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943345967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLA VISTA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE JOINER | PersonNm |
| Person Title | CO-TREASURER | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,423,844 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $709,977 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $710,108 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $112,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,007,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,027,247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$179,262 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$297,583 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $643,502 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,060 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,099,304 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $441,195 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $584,984 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,065 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,992 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,513 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $751 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,705 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,145,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $463,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $603,614 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,298,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,040,372 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,444,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $463,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,643,986 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,741,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,354 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,453,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $868,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $868,559 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $72,596 | AcctRcvblAmt |
| Acct Rcvbl BOY | $48,365 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $72,596 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $72,596 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $28,282 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,793 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,793 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $30,299,525 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,376,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,376,977 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,759,241 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,746,174 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,746,174 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $25,187,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,333,745 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,333,745 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $169,030 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $64,946,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,423,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,423,844 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,408,654 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,667,217 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $176,425 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $300,330 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,585,079 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,967,547 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $62,361,008 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $66,456,297 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,361,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,456,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,946,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,423,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,361,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,741,880 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,961,074 | OtherIncreasesAmt |
| Subtotal | $66,580,202 | SubtotalAmt |
| Other Decreases | $123,905 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,456,297 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| HCP REAL ESTATE | P | 2023-01-01 | 2023-12-31 | $3,399 | $3,399 | $3,399 | |
| GENERATION IM | P | 2023-01-01 | 2023-12-31 | -$387,008 | -$387,008 | $387,008 | |
| CIM ENTERPRISE LOAN FUND | P | 2023-01-01 | 2023-12-31 | $310,603 | $310,603 | $310,603 | |
| ARENA NEW ZEALAND REAL ESTATE | P | 2023-01-01 | 2023-12-31 | $8,425 | $8,425 | $8,425 | |
| EQUITIES | P | 2023-01-01 | 2023-12-31 | $29,411,975 | -$1,110,291 | -$1,110,291 | $30,522,266 |
| HCP PRIVATE FUND III | P | 2023-01-01 | 2023-12-31 | -$11,192 | -$11,192 | $11,192 | |
| HCP PRIVATE FUND IV | P | 2023-01-01 | 2023-12-31 | $27,753 | $27,753 | $27,753 | |
| HCP PRIVATE FUND V | P | 2023-01-01 | 2023-12-31 | $69,154 | $69,154 | $69,154 | |
| HCP PRIVATE FUND VII | P | 2023-01-01 | 2023-12-31 | $88,433 | $88,433 | $88,433 | |
| HCP SPECIAL OPPORTUNITIES | P | 2023-01-01 | 2023-12-31 | $10,472 | $10,472 | $10,472 | |
| CAPITAL GAINS DIVIDENDS | P | $97,033 | $97,033 | $97,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$893,219 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,859 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,859 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,352 | OverpaymentAmt |
| Applied To ES Tax | $25,352 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BELLAVISTAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SUSAN KOE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CHAIR | 1.00 | $0 | $0 | $0 |
| KATHERINE JOINER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CO-TREASURER | 1.00 | $0 | $0 | $0 |
| SHANNON CASEY WELCH | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROB MILLIS | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CO-TREASURER | 1.00 | $0 | $0 | $0 |
| MICHEAL CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIMBERLY CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SPENCER KIRKWOOD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | AUDIT CHAIR | 1.00 | $0 | $0 | $0 |
| JOHN KIRKWOOD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR EMERITUS | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT SERVICES | $731,232 |
| SEPIO CAPITAL LLC | |||||
| 50 CALIFORNIA ST SUITE 3525 | SAN FRANCISCO | CA | 94111 | INVESTMENT FEES | $368,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $63,316,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,164,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,480,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,480,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $982,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,498,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,224,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,224,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,507 | TotalTaxAmt |
| Distributable Before Adj | $3,222,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,222,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,222,422 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,643,986 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,643,986 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,222,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $210,403 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $309,015 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $513,360 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $823,667 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,180,833 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,037,278 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,643,986 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,222,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,421,564 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,458,842 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $210,403 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,248,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $309,015 | ExcessFromYear4Amt |
| Excess From Year3 | $513,360 | ExcessFromYear3Amt |
| Excess From Year2 | $823,667 | ExcessFromYear2Amt |
| Excess From Year1 | $1,180,833 | ExcessFromYear1Amt |
| Excess From Current Year | $1,421,564 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EMILY JOHANSSON CO-EXECUTIVE DIRECT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 18 REASONS | |||||||
| 3674 18TH ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | FOR THE COOKING MATTERS FOR TEENS PROGRAM. | $15,000 | |
| 18 REASONS | |||||||
| 3674 18TH ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | FOR GENERAL OPERATING SUPPORT | $7,500 | |
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | 826 VALENCIAS EARLY LITERACY PROGRAM | $50,000 | |
| ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES | |||||||
| 110 GOUGH STREET SUITE 301 | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | FOR THE IN-SCHOOL MENTAL HEALTH PROGRAM | $40,000 | |
| AMERICAN RIVERS INC | |||||||
| 120 UNION ST | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | BUILDING COLLABORATIVE PARTNERSHIPS FOR ENHANCED WATERSHED RESILIENCE | $60,000 | |
| BAY AREA SCORES | |||||||
| 530 DIVISADERO ST 741 | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $30,000 | |
| BEAR YUBA LAND TRUST | |||||||
| PO BOX 1004 12183 AUBURN RD | GRASS VALLEY | CA | 95945 | 501(C)(3) PUBLIC CHA | GROUSE RIDGE FEN RESTORATION | $35,000 | |
| BEATS RHYMES AND LIFE INC | |||||||
| 450 SANTA CLARA AVE | OAKLAND | CA | 94610 | 501(C)(3) PUBLIC CHA | SUPPORT HIP HOP THERAPY SERVICES IN SAN FRANCISCO | $45,000 | |
| BLUE MOUNTAIN LAND TRUST | |||||||
| PO BOX 1473 | WALLA WALLA | WA | 99362 | 501(C)(3) PUBLIC CHA | STEWARDSHIP ASSOCIATE - PHIPPS MEADOW PROJECT MANAGER | $50,000 | |
| BLUE MOUNTAINS FOREST PARTNERS | |||||||
| PO BOX 595 | MT VERNON | OR | 97865 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $40,000 | |
| BLUE MOUNTAINS FOREST PARTNERS | |||||||
| PO BOX 595 | MT VERNON | OR | 97865 | 501(C)(3) PUBLIC CHA | HONORARIA | $4,000 | |
| BRIDGE THE GAP COLLEGE PREP | |||||||
| PO BOX 1390 | SAUSALITO | CA | 94965 | 501(C)(3) PUBLIC CHA | FOR EARLY LITERACY PROGRAMS IN MARIN CITY | $45,000 | |
| BUCKELEW PROGRAMS | |||||||
| 201 ALAMEDA DEL PRADO 103 | NOVATO | CA | 94949 | 501(C)(3) PUBLIC CHA | MATERNIDAD Y ESPERANZA, PROVIDING BILINGUAL INTEGRATED CASE MANAGEMENT AND BEHAVIORAL HEALTH SERVICES FOR EXPECTANT MOTHERS AND MOTHERS OF CHILDREN AGES 0-3. | $70,000 | |
| CALIFORNIA TROUT | |||||||
| 435 PACIFIC AVE SUITE 200 | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | MID-KLAMATH BASIN SALMON RECOVERY AND HABITAT RESTORATION | $100,000 | |
| CANDID | |||||||
| PO BOX 22799 | NEW YORK | NY | 10087 | 501(C)(3) PUBLIC CHA | PHILANTHROPIC SUPPORT | $3,000 | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | 501(C)(3) PUBLIC CHA | FOR THE BABY STEPS PROGRAM, PROVIDING HOME VISITS AND CASE MANAGEMENT TO PREGNANT OR PARENTING MOTHERS OR CAREGIVERS OF CHILDREN AGES 0-3 | $30,000 | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | 501(C)(3) PUBLIC CHA | NEW BEGINNINGS | $65,000 | |
| CENTRAL OREGON FOREST STEWARDSHIP FOUNDATION | |||||||
| 334 NE HAWTHORNE AVENUE | BEND | OR | 97701 | 501(C)(3) PUBLIC CHA | DESCHUTES COLLABORATIVE FOREST PROJECT | $45,122 | |
| CENTRAL OREGON LANDWATCH | |||||||
| 2843 NW LOLO DR SUITE 200 | BEND | OR | 97703 | 501(C)(3) PUBLIC CHA | EQUITABLE WATER DISTRIBUTION IN THE DESCHUTES BASIN | $50,000 | |
| CITY YOUTH NOW | |||||||
| 375 WOODSIDE AVE | SAN FRANCISCO | CA | 94127 | 501(C)(3) PUBLIC CHA | FOR THE PERSONAL EMPOWERMENT PROGRAM. | $25,000 | |
| CITY YOUTH NOW | |||||||
| 375 WOODSIDE AVE | SAN FRANCISCO | CA | 94127 | 501(C)(3) PUBLIC CHA | FOR GENERAL OPERATING SUPPORT | $12,500 | |
| COMMUNITY INITIATIVES | |||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | PHILANTHROPIC SUPPORT FOR BAY AREA EARLY CHILDHOOD FUNDERS | $4,000 | |
| COMMUNITY INSTITUTE FOR PSYCHOTHERAPY | |||||||
| 1330 LINCOLN AVENUE 201 | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | FOR CIPS SCHOOL-BASED SERVICES AND THE STUDENT & FAMILY COUNSELING SUPPORT PROGRAM | $25,000 | |
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | |||||||
| 2211 PALM AVE | SAN MATEO | CA | 94403 | 501(C)(3) PUBLIC CHA | BILINGUAL SUPPORT GROUPS FOR VICTIMS OF DOMESTIC VIOLENCE AND TRAUMA-INFORMED SERVICES FOR THEIR CHILDREN | $50,000 | |
| DESCHUTES RIVER CONSERVANCY | |||||||
| 700 NW HILL STREET SUITE 1 | BEND | OR | 97701 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $54,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | FOR A CONTINUUM OF PARENT SUPPORT PROGRAMS THAT STRENGTHEN FAMILIES OF CHILDREN AGES 0-3 | $60,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | TO SUPPORT EARLY LITERACY PROGRAMS IN SAN FRANCISCO. | $30,000 | |
| FEATHER RIVER LAND TRUST | |||||||
| PO BOX 1826 | QUINCY | CA | 95971 | 501(C)(3) PUBLIC CHA | ADVANCING PROTECTION AND RESTORATION OF 7,000 ACRES IN THE MOUNTAIN MEADOWS COMPLEX | $50,000 | |
| FELTON INSTITUTE | |||||||
| 1005 ATLANTIC AVENUE | ALAMEDA | CA | 94501 | 501(C)(3) PUBLIC CHA | YOUTH RISK REDUCTION PROGRAM | $20,000 | |
| FOODWISE COMMUNITY | |||||||
| ONE FERRY BUILDING SUITE 50 | SAN FRANCISCO | CA | 94111 | 501(C)(3) PUBLIC CHA | TO SUPPORT THE FOODWISE TEEN PROGRAM IN SAN FRANCISCO | $30,000 | |
| FOODWISE COMMUNITY | |||||||
| ONE FERRY BUILDING SUITE 50 | SAN FRANCISCO | CA | 94111 | 501(C)(3) PUBLIC CHA | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| GIRLVENTURES | |||||||
| 119 FILBERT ST | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 | |
| GIRLVENTURES | |||||||
| 119 FILBERT ST | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | FOR GENERAL OPERATING SUPPORT | $12,500 | |
| GOOD SAMARITAN FAMILY RESOURCE CENTER OF SAN FRANCISCO | |||||||
| 1294 POTRERO AVE | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | FOR WORKSHOPS AND CASE MANAGEMENT SERVICES THAT HELP CAREGIVERS MANAGE AND REDUCE STRESS AND MATERNAL DEPRESSION | $50,000 | |
| GUM MOON RESIDENCE HALL | |||||||
| 940 WASHINGTON ST | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | EARLY CHILDHOOD DEVELOPMENT AND PARENT SUPPORT PROGRAM | $50,000 | |
| HEALTHY BLACK FAMILIES INC | |||||||
| 3356 ADELINE ST | BERKELEY | CA | 94703 | 501(C)(3) PUBLIC CHA | TO SUPPORT TRAUMA-INFORMED EARLY LEARNING CIRCLES | $25,000 | |
| HENRY OHLHOFF HOUSE (OHLHOFF RECOVERY PROGRAMS) | |||||||
| 601 STEINER STREET | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | TEEN INTERVENE | $30,000 | |
| HOMELESS CHILDRENS NETWORK | |||||||
| 3450 3RD STREET BUILDING 1 UNIT 1C | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT | $40,000 | |
| HOMELESS PRENATAL PROGRAM | |||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | WELLNESS CENTER | $50,000 | |
| HOOPA VALLEY TRIBE | |||||||
| 190 LOOP ROAD PO BOX 417 | HOOPA | CA | 95546 | 501(C)(3) PUBLIC CHA | RESTORATION AND MONITORING ENHANCEMENTS OF TRIBUTARIES TO THE TRINITY RIVER | $61,000 | |
| HUCKLEBERRY YOUTH PROGRAMS INC | |||||||
| 3450 GEARY BLVD SUITE 107 | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | HUCKLEBERRY TEEN HEALTH PROGRAM (HTHP) | $30,000 | |
| INSTITUTE FOR FISHERIES RESOURCES | |||||||
| NORTHWEST OFFICE PO BOX 11170 | EUGENE | OR | 97440 | 501(C)(3) PUBLIC CHA | TO SUPPORT THE SALMON RESTORATION PROGRAM | $17,500 | |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | FOR THE EARLY CHILDHOOD MENTAL HEALTH PROGRAM, PROVIDING TRAINED CONSULTANTS TO PARENT SERVICES PROJECTS APRENDIENDO JUNTOS PLAYGROUPS. | $20,000 | |
| JUMPSTART FOR YOUNG CHILDREN INC | |||||||
| 235 MONTGOMERY STREET SUITE 1025 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | TO SUPPORT SAN FRANCISCO PROGRAMS | $50,000 | |
| KIDPOWER TEENPOWER FULLPOWER INTERNATIONAL | |||||||
| 1474 6TH AVENUE | SAN FRANCISCO | CA | 94122 | 501(C)(3) PUBLIC CHA | FROM TRAUMA TO THRIVING | $30,000 | |
| KLAMATH BIRD OBSERVATORY | |||||||
| PO BOX 758 | ASHLAND | OR | 97520 | 501(C)(3) PUBLIC CHA | INCREASING LOCAL CAPACITY TO CONDUCT WILDLIFE SURVEYS AND MONITOR EFFECTIVENESS OF RESTORATION PROJECTS IN THE SCOTT RIVER WATERSHED | $40,000 | |
| LA CASA DE LAS MADRES | |||||||
| 1269 HOWARD STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PARENT & FAMILY SUPPORT PROGRAMS FOR DOMESTIC VIOLENCE SURVIVORS | $20,000 | |
| LINCOLN | |||||||
| 1266 14TH STREET | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | TRAUMA-INFORMED PLAYGROUPS AT THE MANDELA FAMILY RESOURCE CENTER | $35,000 | |
| LITERACY FOR ENVIRONMENTAL JUSTICE | |||||||
| PO BOX 882403 | SAN FRANCISCO | CA | 94188 | 501(C)(3) PUBLIC CHA | ECO-ADVENTURES PROGRAM | $20,000 | |
| LITERACY FOR ENVIRONMENTAL JUSTICE | |||||||
| PO BOX 882403 | SAN FRANCISCO | CA | 94188 | 501(C)(3) PUBLIC CHA | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| LOTUS BLOOM | |||||||
| 2800 PARK BOULEVARD | OAKLAND | CA | 94610 | 501(C)(3) PUBLIC CHA | FOR GENERAL PROGRAM SUPPORT OF MULTICULTURAL FAMILY RESOURCE CENTERS SERVING FAMILIES WITH CHILDREN AGES 0-3 YEARS OLD IN OAKLAND. | $40,000 | |
| MAIDU SUMMIT CONSORTIUM | |||||||
| 289 MAIN STREET UNIT 7 | CHESTER | CA | 96020 | 501(C)(3) PUBLIC CHA | ECO-SYSTEM RESTORATION | $50,000 | |
| MID KLAMATH WATERSHED COUNCIL | |||||||
| PO BOX 409 | ORLEANS | CA | 95556 | 501(C)(3) PUBLIC CHA | WESTERN KLAMATH RESTORATION PARTNERSHIP, WKRP | $75,000 | |
| MISSION GRADUATES | |||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | FOR THE EXTENDED DAY AND BEACON PROGRAMS | $35,000 | |
| MOUNT ST JOSEPH-ST ELIZABETH (EPIPHANY CENTER) | |||||||
| 100 MASONIC AVENUE | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | PARENT-CHILD CENTER | $50,000 | |
| MUJERES UNIDAS Y ACTIVAS | |||||||
| 3543 18TH STREET BOX 23 | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | APAPACHOS (WARM EMBRACES) IN ALAMEDA AND SAN FRANCISCO, A PROGRAM THAT HELPS PREGNANT WOMEN, MOTHERS, AND CAREGIVERS IN STRESSFUL CIRCUMSTANCES NURTURE BOTH THEMSELVES AND THEIR CHILDREN. | $65,000 | |
| NEW CREATION HOME MINISTRIES | |||||||
| 422 HIBISCUS COURT | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | TO SUPPORT LIFE SKILLS AND PARENTING CLASSES. | $20,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | PHILANTHROPIC SUPPORT | $6,750 | |
| ODD FELLOW-REBEKAH CHILDRENS HOME OF CALIFORNIA | |||||||
| 290 IOOF AVE | GILROY | CA | 95020 | 501(C)(3) PUBLIC CHA | FOR THE RESILIENT FAMILY PROGRAM | $60,000 | |
| ONE LIFE COUNSELING CENTER | |||||||
| 1303 SAN CARLOS AVE | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | PARENT AND CHILD SUPPORT PROGRAM | $35,000 | |
| OREGON WILD | |||||||
| 5825 NORTH GREELEY | PORTLAND | OR | 97217 | 501(C)(3) PUBLIC CHA | RESTORING & PROTECTING ECOSYSTEMS IN THE UPPER DESCHUTES AND JOHN DAY BASINS | $40,000 | |
| OUTWARD BOUND CALIFORNIA | |||||||
| 548 MARKET ST PMB 68876 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| OUTWARD BOUND CALIFORNIA | |||||||
| 548 MARKET ST PMB 68876 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT | $30,000 | |
| PARENT SERVICES PROJECT INC | |||||||
| 79 BELVEDERE STREET 101 | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | FOR CHILD DEVELOPMENT SERVICES FOR YOUNG CHILDREN NOT ATTENDING PRESCHOOL AND MENTAL HEALTH SUPPORT FOR PARENTS | $50,000 | |
| PENINSULA FAMILY CONNECTIONS | |||||||
| 3460 BAYSHORE ROAD SUITE 202 | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | FOR THE NURTURING FAMILIES PROJECT, FOCUSING ON NOURISHING THE BOND BETWEEN CAREGIVER AND CHILD WHILE SUPPORTING PARENTS RESILIENCY. | $30,000 | |
| PENINSULA FAMILY SERVICE | |||||||
| 24 SECOND AVENUE | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | TO SUPPORT SOCIAL-EMOTIONAL WELL-BEING WORKSHOPS FOR PARENTS EXPERIENCING HOMELESSNESS. | $25,000 | |
| POINT REYES BIRD OBSERVATORY | |||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | 501(C)(3) PUBLIC CHA | INCREASING THE PACE, SCALE, AND EFFICACY OF MEADOW RESTORATION IN THE SIERRA NEVADA | $50,000 | |
| POSTPARTUM SUPPORT CENTER | |||||||
| 4162 REDWOOD HWY | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT | $35,000 | |
| PROJECT AVARY INC | |||||||
| PO BOX 150088 | SAN RAFAEL | CA | 94915 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $40,000 | |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET SUITE 201 SUITE 201 | BOSTON | MA | 02111 | 501(C)(3) PUBLIC CHA | FOR EARLY LITERACY PROGRAMS IN SAN FRANCISCO AND MARIN | $25,000 | |
| READING PARTNERS | |||||||
| 638 3RD ST | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | FOR READING PARTNERS IN SAN FRANCISCO | $50,000 | |
| REAL OPTIONS FOR CITY KIDS | |||||||
| 73 LELAND AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | MIDDLE SCHOOL PROGRAMMING | $20,000 | |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 501(C)(3) PUBLIC CHA | SAFE, SECURE AND LOVED: RESILIENT FAMILIES | $55,000 | |
| SAFE & SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT | $65,000 | |
| SAN FRANCISCO CASA | |||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | FOR THE CORE ADVOCACY AND MENTORSHIP PROGRAM | $35,000 | |
| SAN FRANCISCO EDUCATION FUND | |||||||
| 2730 BRYANT STREET SECOND FLOOR | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | SUPPORT THE CITYWIDE K-5 HIGH DOSAGE TUTORING INITIATIVE | $40,000 | |
| SAN FRANCISCO GENERAL HOSPITAL FOUNDATION | |||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 94141 | 501(C)(3) PUBLIC CHA | SOLID START'S PERINATAL RESOURCE INTEGRATION AND SERVICE PROGRAM | $20,000 | |
| SAN JOSE GRAIL FAMILY SERVICES | |||||||
| 2003 E SAN ANTONIO ST | SAN JOSE | CA | 95116 | 501(C)(3) PUBLIC CHA | BIRTH AND BEYOND FAMILY EMPOWERMENT | $40,000 | |
| SFCASA | |||||||
| 2535 MISSION STREET 2ND FLOOR | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | FOR GENERAL OPERATING SUPPORT | $17,500 | |
| SHINE TOGETHER INC | |||||||
| SOBRATO CENTER FOR NONPROFITS 508 | MILPITAS | CA | 95035 | 501(C)(3) PUBLIC CHA | SAN JOSE TEEN SUCCESS PROGRAM | $30,000 | VALLEY WAY |
| SIDE BY SIDE | |||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | 501(C)(3) PUBLIC CHA | YOUTHRIVE INTERVENTION AT SAN RAFAEL HIGH SCHOOL | $25,000 | |
| SIERRA STREAMS INSTITUTE | |||||||
| 117 NEW MOHAWK ROAD SUITE H | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | SIERRA FOOTHILLS WATERSHED IMPACTS ASSESSMENT | $50,000 | |
| SILVIX RESOURCES | |||||||
| 590 W 13TH AVE | EUGENE | OR | 97402 | 501(C)(3) PUBLIC CHA | HONORARIA | $3,000 | |
| SISKIYOU COUNTY ECONOMIC DEVELOPMENT COUNCIL | |||||||
| 1512 S OREGON ST | YREKA | CA | 96097 | 501(C)(3) PUBLIC CHA | SISKIYOU CLIMATE COLLABORATIVE | $30,000 | |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | 501(C)(3) PUBLIC CHA | FOR THE WEEKEND-ADVENTURES PROGRAM | $15,000 | |
| SOMOS MAYFAIR INC | |||||||
| 1695 ALUM ROCK SUITE 10 | SAN JOSE | CA | 95116 | 501(C)(3) PUBLIC CHA | FAMILY RESOURCE CENTER PROGRAMMING | $65,000 | |
| SOUTH COUNTY COMMUNITY HEALTH CENTER INC | |||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | FOR CENTERINGPARENTING PROGRAM, A GROUP-BASED MODEL PROVIDING PEDIATRIC CARE AND PARENTING EDUCATION DURING A CHILDS FIRST TWO YEARS OF LIFE | $30,000 | |
| SOUTH FORK JOHN DAY WATERSHED COUNCIL | |||||||
| 150 EAST MAIN STREET SUITE 102 | JOHN DAY | OR | 97845 | 501(C)(3) PUBLIC CHA | SOUTH FORK JOHN DAY WATERSHED DROUGHT MONITORING | $21,000 | |
| SOUTH YUBA RIVER CITIZENS LEAGUE | |||||||
| 313 RAILROAD AVE SUITE 101 | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $60,000 | |
| SPRINGBOARD COLLABORATIVE | |||||||
| 1500 JOHN F KENNEDY SUITE 1160 | PHILADELPHIA | PA | 19102 | 501(C)(3) PUBLIC CHA | FOR SAN FRANCISCO PROGRAMMING | $50,000 | |
| STARVISTA | |||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | ECMHC & HEALTHY HOMES SAN MATEO COUNTY | $60,000 | |
| STARVISTA | |||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | FOR THE WORK OF EARLY CHILDHOOD MENTAL HEALTH CONSULTANTS IN SANTA CLARA COUNTY CHILDCARE CENTERS AND TRAININGS FOR PARENTS AND PROVIDERS. | $30,000 | |
| SUSTAINABLE NORTHWEST | |||||||
| 1130 SW MORRISON STREET SUITE 510 | PORTLAND | OR | 97205 | 501(C)(3) PUBLIC CHA | ADVANCING RESTORATION AND COLLABORATION IN THE UPPER KLAMATH BASIN | $50,000 | |
| TANDEM PARTNERS IN EARLY LEARNING | |||||||
| 1275 FAIRFAX AVENUE SUITE 201 | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | SAN FRANCISCO EARLY LEARNING PROGRAMS | $45,000 | |
| THE FRESHWATER TRUST | |||||||
| 700 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | 501(C)(3) PUBLIC CHA | DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION | $120,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| PO BOX 0962 | SAN FRANCISCO | CA | 94158 | 501(C)(3) PUBLIC CHA | FOR THE INFANT-PARENT PROGRAM'S PERINATAL MENTAL HEALTH SERVICES PROJECT | $40,000 | |
| THE SIERRA FUND | |||||||
| 204 PROVIDENCE MINE ROAD SUITE 214 | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | RESILIENT SIERRA NEVADA WATERSHEDS | $50,000 | |
| THE TRUST FOR PUBLIC LAND | |||||||
| 23 GEARY ST STE 1000 | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | NORTHERN SIERRA CONSERVATION AND CLIMATE RESILIENCY | $120,000 | |
| THE WILD SALMON CENTER | |||||||
| 721 NW 9TH AVENUE SUITE 300 | PORTLAND | OR | 97209 | 501(C)(3) PUBLIC CHA | RESTORING SPRING CHINOOK TO THE MID-KLAMATH | $67,000 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT FOR OASIS FOR GIRLS | $40,000 | |
| TRUCKEE DONNER LAND TRUST | |||||||
| PO BOX 8816 | TRUCKEE | CA | 96162 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $39,000 | |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 120 SHELTON MCMURPHEY BLVD SUITE | EUGENE | OR | 97401 | 501(C)(3) PUBLIC CHA | CONSERVING AND RESTORING OREGONS WATERSHEDS AND FORESTS THROUGH COLLABORATION | $60,000 | 340 |
| WU YEE CHILDREN'S SERVICES | |||||||
| 827 BROADWAY STREET | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | JOY LOK FAMILY RESOURCE CENTER FAMILY SUPPORT PROGRAMS | $35,000 | |
| YOUTH COOKING SERVICES (KIDS COOKING FOR LIFE) | |||||||
| PO BOX 94 | LARKSPUR | CA | 94977 | 501(C)(3) PUBLIC CHA | FOR HEALTHY COOKING FOR SF AND MARIN COUNTY STUDENTS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,040,372 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BLUE MOUNTAIN LAND TRUST | ||||||
| PO BOX 1473 | WALLA WALLA | WA | 99362 | 501(C)(3) PUBLIC CHA | STEWARDSHIP ASSOCIATE - PHIPPS MEADOW PROJECT MANAGER | $100,000 |
| BLUE MOUNTAINS FOREST PARTNERS | ||||||
| PO BOX 595 | MT VERNON | OR | 97865 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $80,000 |
| DESCHUTES RIVER CONSERVANCY | ||||||
| 700 NW HILL STREET SUITE 1 | BEND | OR | 97701 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $106,000 |
| LOTUS BLOOM | ||||||
| 2800 PARK BOULEVARD | OAKLAND | CA | 94610 | 501(C)(3) PUBLIC CHA | FOR GENERAL PROGRAM SUPPORT OF MULTICULTURAL FAMILY RESOURCE CENTERS SERVING FAMILIES WITH CHILDREN AGES 0-3 YEARS OLD IN OAKLAND. | $80,000 |
| MID KLAMATH WATERSHED COUNCIL | ||||||
| PO BOX 409 | ORLEANS | CA | 95556 | 501(C)(3) PUBLIC CHA | WESTERN KLAMATH RESTORATION PARTNERSHIP, WKRP | $150,000 |
| OREGON WILD | ||||||
| 5825 NORTH GREELEY | PORTLAND | OR | 97217 | 501(C)(3) PUBLIC CHA | RESTORING & PROTECTING ECOSYSTEMS IN THE UPPER DESCHUTES AND JOHN DAY BASINS | $80,000 |
| POINT REYES BIRD OBSERVATORY | ||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | 501(C)(3) PUBLIC CHA | INCREASING THE PACE, SCALE, AND EFFICACY OF MEADOW RESTORATION IN THE SIERRA NEVADA | $100,000 |
| SOUTH YUBA RIVER CITIZENS LEAGUE | ||||||
| 313 RAILROAD AVE SUITE 101 | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $120,000 |
| THE WILD SALMON CENTER | ||||||
| 721 NW 9TH AVENUE SUITE 300 | PORTLAND | OR | 97209 | 501(C)(3) PUBLIC CHA | RESTORING SPRING CHINOOK TO THE MID-KLAMATH | $120,000 |
| TIDES CENTER | ||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT FOR OASIS FOR GIRLS | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,016,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $709,977 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,007,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$297,583 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$297,583 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $30,100 | Amt |
| Net Investment Income | $18,060 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,400 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE GEORGIANA G STEVENS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR?S UNDISTRIBUTED INCOME AND THE AMOUNT NEEDED TO SATISFY THE CURRENT YEAR DISTRIBUTION REQUIREMENTS AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $9,746,174 | EOYBookValueAmt |
| EOYFMV | $9,746,174 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $31,376,977 | EOYBookValueAmt |
| EOYFMV | $31,376,977 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $26,333,745 | BookValueAmt |
| EOYFMV | $26,333,745 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED TRADES | Desc |
| BOY Book Value | $169,030 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED TAX LIABILITY | Desc |
| Amt | $123,905 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,629 | $0 | $0 |
| BANK FEES | $0 | $0 | $0 |
| DUES AND SUBSCRIPTION | $750 | $150 | $525 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| K-1 TAX/BOOK DIFFERENCE DEDUCTION | -$89,172 |
| K-1 TAX/BOOK DIFFERENCE DEDUCTION | -$91,743 |
| K-1 TAX/BOOK DIFFERENCE DEDUCTION OTHER INCOME | $1,653 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN INVESTMENTS | Desc |
| Amt | $8,961,074 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $176,425 | BOYBookValueAmt |
| EOY Book Value | $300,330 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $368,072 | $368,072 | $0 |
| FOUNDATION MANAGEMENT FEES | $731,232 | $73,123 | $584,984 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $2,073 | $0 | $0 |
| FOREIGN TAXES ON INVESTMENTS | $2,992 | $2,992 | $0 |
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