CRESCENT PORTER HALE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CRESCENT PORTER HALE FOUNDATION (EIN 94-6093385)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202443129349101139
- 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
- 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 | 2024-11-07T11:40:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 N 1ST STREET SUITE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | 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 | 946093385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRESCENT PORTER HALE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRES | 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 | GREGORY P RYAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | 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 | $117,606,386 | 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 |
| Dividends Rev And Expnss | $2,262,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,262,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$387,277 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,634,664 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,089,379 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,031,108 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,964,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,293,715 | 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 | $76,188 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $49,940 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,098,321 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,708,209 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $420,727 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $535,117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $461,099 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $420 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,642 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,273 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,162 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61,139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,045 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,779,430 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,245,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $474,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,609,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,495,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,388,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,245,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,969,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,575,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,048,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,743,835 | CashBOYAmt |
| Cash EOY | $4,695,181 | CashEOYAmt |
| Cash EOYFMV | $4,695,181 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,712,916 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,904,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,904,650 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,112,892 | AcctRcvblAmt |
| Acct Rcvbl BOY | $613,131 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,112,892 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,112,892 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $19,963 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $41,376 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $41,376 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $68,200,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,101,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,101,475 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $34,938,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,594,986 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,594,986 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $152,508 | OtherAssetsBOYAmt |
| Other Assets EOY | $155,826 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,826 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $107,380,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,606,386 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,606,386 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $97,242 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $123,132 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,460,357 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,474,837 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $875,000 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $639,170 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $248,999 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $372,976 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,681,598 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,610,115 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $103,699,054 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $114,996,271 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,699,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,996,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,380,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,606,386 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,699,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,575,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,845,395 | OtherIncreasesAmt |
| Subtotal | $115,120,248 | SubtotalAmt |
| Other Decreases | $123,977 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,996,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. | P | 2023-01-01 | 2023-12-31 | $38,801 | -$38,801 | -$38,801 | |
| STEADFAST INTERNATIONAL LTD. | P | 2023-01-01 | 2023-12-31 | $1,307 | $1,307 | $1,307 | |
| KING STREET CAPITAL, LTD | P | 2023-01-01 | 2023-12-31 | $8,532 | $8,532 | $8,532 | |
| WELLINGTON COMPOUND GROWTH, L.P. | P | 2023-01-01 | 2023-12-31 | $50,639 | -$50,639 | -$50,639 | |
| WM-CTF GLOBAL OPPORTUNITIES PORTFOLIO | P | 2023-01-01 | 2023-12-31 | $50,892 | -$50,892 | -$50,892 | |
| WM-CTF INTERMEDIATE BOND PORTFOLIO | P | 2023-01-01 | 2023-12-31 | $373,497 | -$373,497 | -$373,497 | |
| WM-CTF SMID CAP RESEARCH EQUITY PORTFOLIO | P | 2023-01-01 | 2023-12-31 | $76,081 | $76,081 | $76,081 | |
| WM-CTF ENDURING ASSETS PORTFOLIO | P | 2023-01-01 | 2023-12-31 | $112,997 | -$112,997 | -$112,997 | |
| WM-CTF QUALITY VALUE PORTFOLIO | P | 2023-01-01 | 2023-12-31 | $9,566 | -$9,566 | -$9,566 | |
| PUBLICLY TRADED SECURITIES | $6,385,299 | $67,776 | $67,776 | $6,453,075 | |||
| CAPITAL GAINS DIVIDENDS | P | $95,669 | $95,669 | $95,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$387,027 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,068 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,068 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,068 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $91,366 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $78,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $169,366 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $85,298 | OverpaymentAmt |
| Applied To ES Tax | $85,298 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | HTTP://WWW.CRESCENTPORTERHALE.ORG/ | WebsiteAddressTxt |
| Individual With Books | EUNICE VALENTINE | IndividualWithBooksNm |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LORAINE STUART | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS J MELLON JR | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GREGORY P RYAN | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARY ROMO | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ALEC LEE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIRK SYME | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 1.00 | $0 | $0 | $0 |
| ANNA NORBERG | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUZAN BATESON | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REV GREGORY R BONFIGLIO SJ | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR (THRU 9/21/23) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES | BusinessNameLine1Txt |
US Address USAddress
| 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) |
|---|---|---|
| Service Type | FOUNDATION MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $406,864 | CompensationAmt |
| 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 | $73,430,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,537,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,905,080 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $118,872,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $118,872,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,783,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $117,089,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,854,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,854,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,068 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,068 | TotalTaxAmt |
| Distributable Before Adj | $5,770,416 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,770,416 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,770,416 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,969,405 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,969,405 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,770,416 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $457,745 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,095,786 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $238,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,132 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $592,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,410,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,969,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,770,416 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $198,989 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,609,241 | 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 | $457,745 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,151,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,095,786 | ExcessFromYear4Amt |
| Excess From Year3 | $238,520 | ExcessFromYear3Amt |
| Excess From Year2 | $26,132 | ExcessFromYear2Amt |
| Excess From Year1 | $592,069 | ExcessFromYear1Amt |
| Excess From Current Year | $198,989 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EUNICE VALENTINE - CRESCENT PORTER | 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 THE FORESEEABLE FUTURE, ALL GRANTMAKING UNDER THE MIDDLE SCHOOL YOUTH SUCCESS PROGRAM AREA WILL OCCUR THROUGH A REQUEST FOR PROPOSAL PROCESS. FOR SAFETY NET, ALL FUNDS HAVE BEEN ALLOCATED UNTIL MID-2023 VIA OUR MULTI-YEAR GRANTMAKING INITIATIVE FOCUSED ON BOLSTERING THE FOOD SUPPLY FOR OLDER ADULTS THROUGH FOOD BANKS, FOOD RESCUE AGENCIES, AND MEALS ON WHEELS PROGRAMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ORGANIZATIONS INVITED TO SUBMIT A PROPOSAL WILL RECEIVE DETAILED INSTRUCTIONS VIA EMAIL. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE CRESCENT PORTER HALE FOUNDATION'S STRATEGIC FOCUS HAS SHIFTED OVER THE PAST FEW YEARS TO INVEST MORE SUBSTANTIALLY IN MIDDLE SCHOOL YOUTH PROGRAMS AND FOOD SECURITY FOR SENIORS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS SUITE 120 | SAN RAFAEL | CA | 94903 | N/A | PC | MIDDLE SCHOOL YOUTH | $150,000 |
| 42ND STREET MOON | |||||||
| 250 VAN NESS AVENUE | SAN FRANCISCO | CA | 94111 | N/A | PC | COMMUNITY SERVICES | $1,000 |
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| AIM HIGH FOR HIGH SCHOOL | |||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | N/A | PC | MIDDLE SCHOOL YOUTH | $150,000 |
| ALAMEDA CO COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | N/A | PC | SAFETY NET | $200,000 |
| ALLIANCE OF MISSION DISTRICT CATHOLIC SCHOOLS | |||||||
| ONE PETER YORKE WAY 2ND FLOOR | SAN FRANCISCO | CA | 94109 | N/A | PC | K-8 SCHOLARSHIPS | $120,000 |
| ALONZO KING LINES BALLET | |||||||
| 26 SEVENTH STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 |
| BAY AREA DISCOVERY MUSEUM | |||||||
| 557 MCREYNOLDS ROAD | SAUSALITO | CA | 94965 | N/A | PC | EDUCATION | $5,000 |
| BAY AREA GIRLS CLUB | |||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | MIDDLE SCHOOL YOUTH | $35,000 |
| BAYCAT | |||||||
| 2415 3RD STREET SUITE 230 | SAN FRANCISCO | CA | 94107 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| BAYKEEPER | |||||||
| 1736 FRANKLIN STREET SUITE 800 | OAKLAND | CA | 94612 | N/A | PC | COMMUNITY SERVICES | $10,000 |
| BERKELEY FOOD NETWORK | |||||||
| 1569 SOLANO AVENUE BOX 243 | BERKELEY | CA | 94707 | N/A | PC | SAFETY NET | $100,000 |
| BOYS AND GIRLS CLUB OF SAN FRANCISCO | |||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| BRANNAN CENTER | |||||||
| PO BOX 466 | CALISTOGA | CA | 94515 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| BRIDGE THE GAP | |||||||
| PO BOX 1390 | SAUSALITO | CA | 94965 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| CANAL ALLIANCE | |||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| CANTARE CON VIVO | |||||||
| 2619 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON STRET | BALTIMORE | MD | 21201 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| CHAPTER 510 INK | |||||||
| 546 9TH STREET | OAKLAND | CA | 94607 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 |
| CHILDREN'S COUNCIL OF SAN FRANCISCO | |||||||
| 445 CHURCH STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| COLLABRIA CARE | |||||||
| 414 SOUTH JEFFERSON STREET | NAPA | CA | 94559 | N/A | PC | COMMUNITY SERVICES | $3,000 |
| COMMONWEALTH CLUB OF CALIFORNIA | |||||||
| 110 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| COMMUNITY RESOURCES FOR SCIENCE | |||||||
| 1611 SAN PABLO AVE SUITE 10B | BERKELEY | CA | 94702 | N/A | PC | MIDDLE SCHOOL YOUTH | $30,000 |
| DAUGHTERS OF CHARITY INTERNATIONAL PROJECT SERVICES | |||||||
| 18000 WEST NINE MILE RD SUITE 550 | SOUTHFIELD | MI | 48075 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| DE MARILLAC ACADEMY | |||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | N/A | PC | EDUCATION | $50,000 |
| EAST BAY ASIAN YOUTH CENTER | |||||||
| 2025 E 12TH STREET | OAKLAND | CA | 94606 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| EAST BAY CENTER FOR THE PERFORMING ARTS | |||||||
| 339 11TH STREET | RICHMOND | CA | 94801 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| EAST OAKLAND YOUTH DEVELOPMENT CENTER | |||||||
| 8200 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94621 | N/A | PC | MIDDLE SCHOOL YOUTH | $150,000 |
| EXCELLENCE IN EDUCATION FOUNDATION | |||||||
| PO BOX 2951 | TRUCKEE | CA | 96160 | N/A | PC | EDUCATION | $10,000 |
| EXTRAFOOD ORG | |||||||
| 907 SIR FRANCIS DRAKE BLVD | KENTFIELD | CA | 94904 | N/A | PC | SAFETY NET | $100,000 |
| FIRST GRADUATE | |||||||
| 2973 16TH STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| FOOD BANK OF CONTRA COSTA & SOLANO | |||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | N/A | PC | SAFETY NET | $75,000 |
| FOOD RUNNERS | |||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | SAFETY NET | $100,000 |
| GIRLS EDUCATION COLLABORATIVE | |||||||
| 657 PERSONS STREET | EAST AURORA | NY | 14052 | N/A | PC | EDUCATION | $8,000 |
| GIRLS INC OF ALAMEDA COUNTY | |||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| GLIDE FOUNDATION | |||||||
| 330 ELLIS STRET 4TH FLOOR | SAN FRANCISCO | CA | 94102 | N/A | PC | SAFETY NET | $20,000 |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||
| BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 94123 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 |
| HEALTHRIGHT360 | |||||||
| 1563 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | COMMUNITY SERVICES | $2,000 |
| HOLY FAMILY DAY HOME | |||||||
| 299 DOLORES STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | COMMUNITY SERVICES | $5,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| LAND TRUST OF NAPA COUNTY | |||||||
| 1700 SOSCOL AVENUE SUITE 20 | NAPA | CA | 94559 | N/A | PC | COMMUNITY SERVICES | $2,000 |
| LIBRARY OF CONGRESS JAMES MADISON COUNCIL | |||||||
| 101 INDEPENDENCE AVE SE | WASHINGTON | DC | 20540 | N/A | PC | EDUCATION | $10,500 |
| LITTLE SISTERS OF THE POOR | |||||||
| 300 LAKE STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | SAFETY NET | $30,000 |
| LOS CENZONTLES MEXICAN ARTS CENTER | |||||||
| 13108 SN PABLO AVE | RICHMOND | CA | 94805 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| MEALS ON WHEELS CONTRA COSTA | |||||||
| 2301 RUMVILLE BLVD | SAN PABLO | CA | 94806 | N/A | PC | SAFETY NET | $20,000 |
| MEALS ON WHEELS DIABLO REGION | |||||||
| 1300 CIVIC DRIVE | WALNUT CREEK | CA | 94596 | N/A | PC | SAFETY NET | $150,000 |
| MEALS ON WHEELS SAN FRANCISCO | |||||||
| 1375 FAIRFAX AVENUE | SAN FRANCISCO | CA | 94124 | N/A | PC | SAFETY NET | $150,000 |
| MERCY RETIREMENT & CARE CENTER | |||||||
| 3431 FOOTHILL BLVD | OAKLAND | CA | 94601 | N/A | PC | SAFETY NET | $150,000 |
| MINDFUL LIFE PROJECT | |||||||
| 1001 CANAL BLVD SUITE A | RICHMOND | CA | 94804 | N/A | PC | MIDDLE SCHOOL YOUTH | $120,000 |
| MISSION GRADUATES | |||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| MISSION SAN JUAN BAUTISTA PRESERVATION FUND | |||||||
| 406 2ND STREET PO BOX 200 | SAN JUAN BAUTISTA | CA | 95045 | N/A | PC | COMMUNITY SERVICES | $20,000 |
| MOUNT ST JOSEPH - ST ELIZABETH | |||||||
| 100 MASONIC AVENUE | SAN FRANCISCO | CA | 94118 | N/A | PC | COMMUNITY SERVICES | $25,000 |
| NAPA VALLEY COMMUNITY FOUNDATION | |||||||
| 3299 CLAREMONT WAY SUITE 2 | NAPA | CA | 94558 | N/A | PC | COMMUNITY SERVICES | $6,000 |
| NEXT GENERATION SCHOLARS INC | |||||||
| 1018 E STREET | SAN RAFAEL | CA | 94901 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| NORTH MARIN COMMUNITY SERVICES | |||||||
| 680 WILSON AVENUE | NOVATO | CA | 94947 | N/A | PC | MIDDLE SCHOOL YOUTH | $140,000 |
| OAKLAND CHILDREN'S FAIRYLAND INC | |||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | N/A | PC | COMMUNITY SERVICES | $2,500 |
| OUTWARD BOUND | |||||||
| 1539 PERSHING DRIVE SUITE 316 | SAN FRANCISCO | CA | 94129 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 |
| PENINSULA FAMILY SERVICE | |||||||
| 24 SECOND AVENUE | SAN MATEO | CA | 94401 | N/A | PC | COMMUNITY SERVICES | $7,500 |
| PROJECT AVARY | |||||||
| PO BOX 150088 | SAN RAFAEL | CA | 94915 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 44 MONTGOMERY ST STE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | COMMUNITY SERVICES | $10,000 |
| SALVATION ARMY | |||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | SAFETY NET | $20,000 |
| SAN FRANCISCO & MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | N/A | PC | SAFETY NET | $200,000 |
| SAN FRANCISCO JAZZ ORGANIZATION | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| SMART | |||||||
| 1061 MARKET STREET MEZZANINE | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $150,000 |
| SOAR FOR YOUTH | |||||||
| PO BOX 1291 | BERKELEY | CA | 94701 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 |
| SOS MEALS ON WHEELS | |||||||
| 2235 POLVOROSA AVE SUITE 260 | SAN LEANDRO | CA | 94577 | N/A | PC | SAFETY NET | $150,000 |
| ST ANTHONY'S DINING ROOM | |||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | N/A | PC | SAFETY NET | $20,000 |
| ST IGNATIUS COLLEGE PREPARATORY | |||||||
| 2001 37TH AVENUE | SAN FRANCISCO | CA | 94116 | N/A | PC | EDUCATION | $25,000 |
| ST IGNATIUS PARISH | |||||||
| 650 PARKER AVENUE | SAN FRANCISCO | CA | 94118 | N/A | PC | COMMUNITY SERVICES | $15,000 |
| ST VINCENT DE PAUL OF SAN MATEO | |||||||
| 50 NORTH B STREET | SAN MATEO | CA | 94401 | N/A | PC | COMMUNITY SERVICES | $1,000 |
| TANDEM PARTNERS IN EARLY LIVING | |||||||
| 1275 FAIRFAX AVE SUITE 201 | SAN FRANCISCO | CA | 94124 | N/A | PC | EDUCATION | $5,000 |
| THE BASIC FUND | |||||||
| 1301 CLAY STREET NO 70450 | OAKLAND | CA | 94612 | N/A | PC | K-8 SCHOLARSHIPS | $1,380,000 |
| UPVALLEY FAMILY CENTERS | |||||||
| 1440 SPRING STREET | ST HELENA | CA | 94574 | N/A | PC | COMMUNITY SERVICES | $4,000 |
| WATERSIDE WORKSHOPS | |||||||
| 84 BOLIVAR DRIVE | BERKELEY | CA | 94710 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 |
| WHITE PONY EXPRESS | |||||||
| 3380 VINCENT RD SUITE 107 | PLEASANT HILL | CA | 94523 | N/A | PC | SAFETY NET | $100,000 |
| WINTER NIGHTS FAMILY SHELTER INC | |||||||
| 404 GREGORY LANE UNIT 7 | PLEASANT HILL | CA | 94523 | N/A | PC | COMMUNITY SERVICES | $2,500 |
| WOMEN'S AUDIO MISSION | |||||||
| 542-544 NATOMA STREET C-1 | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| YES NATURE TO NEIGHBORHOODS | |||||||
| 3029 MACDONALD AVENUE | RICHMOND | CA | 94804 | N/A | PC | MIDDLE SCHOOL YOUTH | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,495,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS SUITE 120 | SAN RAFAEL | CA | 94903 | N/A | PC | MIDDLE SCHOOL YOUTH | $300,000 |
| BRIDGE THE GAP | |||||||
| PO BOX 1390 | SAUSALITO | CA | 94965 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| CANAL ALLIANCE | |||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| COMMUNITY RESOURCES FOR SCIENCE | |||||||
| 1611 SAN PABLO AVE SUITE 10B | BERKELEY | CA | 94702 | N/A | PC | MIDDLE SCHOOL YOUTH | $30,000 |
| EAST OAKLAND YOUTH DEVELOPMENT CENTER | |||||||
| 8200 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94621 | N/A | PC | MIDDLE SCHOOL YOUTH | $300,000 |
| NEXT GENERATION SCHOLARS INC | |||||||
| 1018 E STREET | SAN RAFAEL | CA | 94901 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| OUTWARD BOUND | |||||||
| 1539 PERSHING DRIVE SUITE 316 | SAN FRANCISCO | CA | 94129 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 |
| SOAR FOR YOUTH | |||||||
| PO BOX 1291 | BERKELEY | CA | 94701 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 |
| WATERSIDE WORKSHOPS | |||||||
| 84 BOLIVAR DRIVE | BERKELEY | CA | 94710 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 |
| WOMEN'S AUDIO MISSION | |||||||
| 542-544 NATOMA STREET C-1 | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $950,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,262,607 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,089,379 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$387,277 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,964,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,964,709 | 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 FEES | CategoryTxt |
| Amt | $76,188 | Amt |
| Net Investment Income | $15,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,940 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (122 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLINGTON QUALITY VALUE | $4,296,849 | $4,296,849 |
| WELLINGTON SMID CAP EQUITY | $2,148,627 | $2,148,627 |
| WELLINGTON INTERMEDIATE BOND | $10,512,067 | $10,512,067 |
| WELLINGTON GLOBAL OPPS | $8,555,820 | $8,555,820 |
| WELLINGTON ENDURING ASSETS | $2,137,137 | $2,137,137 |
| LONDON STOCK EXCHANGE GROUP UNSPONSORED ADR | $87,557 | $87,557 |
| APPLE INC COM | $638,429 | $638,429 |
| ABBVIE INC COM | $96,546 | $96,546 |
| ABBOTT LABS COM | $317,882 | $317,882 |
| ACCENTURE PLC IRELAND SHS CLASS A | $47,373 | $47,373 |
| ADOBE INC COM | $72,189 | $72,189 |
| ANALOG DEVICES INC COM | $96,500 | $96,500 |
| AES CORP COM | $58,097 | $58,097 |
| GALLAGHER ARTHUR J & CO COM | $165,287 | $165,287 |
| ALNYLAM PHARMACEUTICALS INC | $57,040 | $57,040 |
| APPLIED MATERIALS INC | $13,290 | $13,290 |
| AMETEK INC | $159,284 | $159,284 |
| AMAZON COM INC COM | $193,724 | $193,724 |
| AON PLC SHS CL A | $255,225 | $255,225 |
| ARAMARK | $42,122 | $42,122 |
| ASML HOLDING N V N Y REGISTRY SHS | $399,654 | $399,654 |
| BROADCOM INC COM | $740,074 | $740,074 |
| ASTRAZENECA PLC SPONSORED ADR | $170,867 | $170,867 |
| ANHEUSER-BUSCH INBEV SA NV SP ADR | $74,442 | $74,442 |
| BURLINGTON STORES INC | $63,012 | $63,012 |
| CARRIER GLOBAL CORPORATION | $213,944 | $213,944 |
| CHUBB LIMITED COM | $164,754 | $164,754 |
| CONSTELLATION ENERGY CORP | $232,144 | $232,144 |
| CITIZENS FINANCIAL GROUP INC | $73,604 | $73,604 |
| CHURCH & DWIGHT INC COM | $123,306 | $123,306 |
| CHURCHILL DOWNS INC | $80,688 | $80,688 |
| CHARTER COMMUNICATIONS INC NEW CL A | $165,966 | $165,966 |
| COMCAST CORP NEW CL A | $218,066 | $218,066 |
| CME GROUP INC COM CL A | $150,158 | $150,158 |
| CHIPOTLE MEXICAN GRILL INC COM | $429,948 | $429,948 |
| CMS ENERGY CORP COM | $14,634 | $14,634 |
| CENTERPOINT ENERGY INC | $87,967 | $87,967 |
| SALESFORCE INC | $219,722 | $219,722 |
| CSX CORP COM | $174,771 | $174,771 |
| CVS HEALTH CORP COM | $76,354 | $76,354 |
| DOLLAR GENERAL CORP | $89,047 | $89,047 |
| DANAHER CORPORATION COM | $260,952 | $260,952 |
| DARDEN RESTAURANTS INC | $46,004 | $46,004 |
| ELECTRONIC ARTS INC COM | $109,858 | $109,858 |
| AIRBUS SE UNSPONSORED ADR | $110,657 | $110,657 |
| EQUIFAX INC COM | $13,106 | $13,106 |
| EDISON INTL COM | $10,795 | $10,795 |
| LAUDER ESTEE COS INC CL A | $46,800 | $46,800 |
| ELEVANCE HEALTH INC | $132,980 | $132,980 |
| EQUINIX INC COM | $327,794 | $327,794 |
| EDWARDS LIFESCIENCES CORP COM | $97,905 | $97,905 |
| FEDEX CORP | $73,867 | $73,867 |
| GODADDY INC CL A | $137,371 | $137,371 |
| GENERAL ELECTRIC CO NEW | $101,721 | $101,721 |
| ALPHABET INC CAP STK CL C | $623,333 | $623,333 |
| HEICO CORP | $22,538 | $22,538 |
| HEICO CORP CL A | $27,064 | $27,064 |
| HILTON WORLDWIDE HLDGS INC COM | $250,920 | $250,920 |
| HONEYWELL INTL INC COM | $88,707 | $88,707 |
| INTEL CORP COM | $55,577 | $55,577 |
| ITT INC | $153,446 | $153,446 |
| HENRY JACK & ASSOC INC COM | $118,472 | $118,472 |
| JOHNSON & JOHNSON COM | $154,702 | $154,702 |
| JPMORGAN CHASE & CO COM | $391,400 | $391,400 |
| KRAFT HEINZ CO COM | $53,214 | $53,214 |
| KKR & CO INC CL A | $67,440 | $67,440 |
| KLA-TENCOR CORP | $376,101 | $376,101 |
| KARUNA THERAPEUTICS INC | $57,288 | $57,288 |
| LINCOLN ELECTRIC HOLDINGS INC | $56,322 | $56,322 |
| LINDE PLC | $473,138 | $473,138 |
| LILLY ELI & CO COM | $258,234 | $258,234 |
| MASTERCARD INC CL A | $72,933 | $72,933 |
| MARRIOTT INTL INC CL A | $76,222 | $76,222 |
| MOODYS CORP COM | $78,893 | $78,893 |
| MONDELEZ INTL INC CL A | $77,428 | $77,428 |
| META PLATFORMS INC CL A | $160,344 | $160,344 |
| MARSH & MCLENNAN COS INC COM | $641,924 | $641,924 |
| MORGAN STANLEY | $10,631 | $10,631 |
| MSCI INC COM | $158,382 | $158,382 |
| MICROSOFT CORP COM | $1,348,477 | $1,348,477 |
| MICRON TECHNOLOGY INC | $88,924 | $88,924 |
| NIKE INC CL B | $239,288 | $239,288 |
| NORTHROP GRUMMAN CORP COM | $254,200 | $254,200 |
| SERVICENOW INC COM | $208,415 | $208,415 |
| NORFOLK SOUTHERN CORP COM | $126,227 | $126,227 |
| NESTLE S A SPONSORED ADR | $105,455 | $105,455 |
| NOVO-NORDISK A S ADR | $269,177 | $269,177 |
| PG&E CORP | $174,657 | $174,657 |
| PROGRESSIVE CORP OHIO COM | $191,136 | $191,136 |
| PHILIP MORRIS INTL INC COM | $242,820 | $242,820 |
| PNC FINL SVCS GROUP INC COM | $163,831 | $163,831 |
| ROYAL CARIBBEAN CRUISES LTD COM | $14,891 | $14,891 |
| REGENERON PHARMACEUTICALS | $245,921 | $245,921 |
| RTX CORP | $119,563 | $119,563 |
| SAIA INC | $81,509 | $81,509 |
| SHERWIN WILLIAMS CO COM | $80,158 | $80,158 |
| SOUTHERN CO | $52,941 | $52,941 |
| S&P GLOBAL INC COM | $11,013 | $11,013 |
| SEMPRA ENERGY COM | $124,874 | $124,874 |
| STATE STR CORP COM | $98,994 | $98,994 |
| CONSTELLATION BRANDS INC CL A | $100,810 | $100,810 |
| MOLSON COORS BREWING CO CL B | $57,537 | $57,537 |
| TRANSDIGM GROUP INC COM | $196,250 | $196,250 |
| ATLASSIAN CORPORATION CL A | $114,411 | $114,411 |
| TJX COS INC | $16,323 | $16,323 |
| TRIMBLE INC COM | $93,792 | $93,792 |
| TRACTOR SUPPLY CO | $127,513 | $127,513 |
| TAKE-TWO INTERACTIVE SOFTWARE | $147,269 | $147,269 |
| UNITED CONTL HLDGS INC COM | $74,351 | $74,351 |
| UNITEDHEALTH GROUP INC COM | $425,388 | $425,388 |
| UNION PACIFIC CORP COM | $69,265 | $69,265 |
| VISA INC COM CL A | $914,089 | $914,089 |
| VERALTO CORP | $30,930 | $30,930 |
| VESTIS CORP | $11,606 | $11,606 |
| WASTE CONNECTIONS INC COM | $409,000 | $409,000 |
| WELLS FARGO CO NEW COM | $194,025 | $194,025 |
| YUM BRANDS INC COM | $142,942 | $142,942 |
| ZOETIS INC CL A | $57,829 | $57,829 |
| BOND FUND OF AMERICA CL F3 | $10,885,523 | $10,885,523 |
| AMERICAN FUNDS INTERMEDIATE BOND FUND OF AMERICA CL F3 | $1,845,591 | $1,845,591 |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F3 | $5,129,538 | $5,129,538 |
| AMERICAN FUNDS SMALLCAP WORLD FUND CL F3 | $1,926,392 | $1,926,392 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLINGTON COMPOUND GROWTH, L.P. | FMV | $14,823,140 | $14,823,140 |
| STEADFAST INTERNATIONAL LTD. | FMV | $6,096,049 | $6,096,049 |
| OIL & GAS RIGHTS | FMV | $15,045,000 | $15,045,000 |
| KING STREET CAPITAL, LTD. | FMV | $224,820 | $224,820 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. | FMV | $6,405,977 | $6,405,977 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STATE TAX RECEIVABLES | $131,746 | $135,064 | $135,064 |
| OTHER RECEIVABLES | $762 | $762 | $762 |
| BOND DEPOSIT | $20,000 | $20,000 | $20,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED TAXES | Desc |
| Amt | $123,977 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,015 | $0 | $2,026 |
| OIL & GAS OWNER DEDUCTIONS | $61,139 | $61,139 | $0 |
| POSTAGE & DELIVERY | $8 | $0 | $19 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $5,183,703 | $5,183,703 | $5,183,703 |
| OIL LEASE CONTRACT INCOME | $490,830 | $490,830 | $490,830 |
| OTHER PASSTHROUGH INCOME | $351,683 | $351,385 | $351,683 |
| OTHER INVESTMENT INCOME | $63,163 | $5,190 | $63,163 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $9,745,395 |
| RETURNED GRANTS | $100,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES PAYABLE | Desc |
| BOY Book Value | $248,999 | BOYBookValueAmt |
| EOY Book Value | $372,976 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT SERVICES FEE | $406,864 | $8,137 | $398,727 |
| INVESTMENT MANAGEMENT FEES | $378,360 | $378,360 | $0 |
| ALTERNATIVE INVESTMENT FEES AND EXPENSES | $291,097 | $1,321,712 | $0 |
| STRATEGIC GRANTMAKING CONSULTANT | $22,000 | $0 | $22,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER STATE FEES | $740 | $320 | $420 |
| GAS AND OIL TAX AND OTHER TAXES | $418,949 | $418,949 | $0 |
| FEDERAL EXCISE TAXES | $73,598 | $0 | $0 |
| FOREIGN TAXES | $41,830 | $41,830 | $0 |
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