2023-07-13T16:42:31-05:00 2022-12-31 390859910 BAKER TILLY US LLP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990PF 2022-01-01 942992640 METTA FUND METT 4156607361 101 MONTGOMERY ST 2200 SAN FRANCISCO CA 94104 JANET Y SPEARS CHIEF EXECUTIVE OFFICER 4156607361 2023-06-30 1 JANET SPEARS 999009999 1 BRIAN YACKER P00401346 9492222999 2023-06-30 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 67495499 X X 2697381 2697381 1037890 8815979 1037890 3735271 3735271 451774 322695 129079 792169 362301 429869 179691 82182 97509 29141 14571 14570 38418 19209 19209 204918 57609 115623 74888 35397 39491 108226 0 509766 0 328367 24995 0 24995 156099 0 112250 2570085 893964 1310962 3365000 3100000 5935085 893964 4410962 -2199814 2841307 575014 390420 390420 39536 54146 54146 83138366 64167219 64167219 877185 395451 583361 481734 481734 80458 2401980 2401980 84416735 67495499 67495499 137032 132195 235000 500000 622714 2681838 994746 3314033 X 83421989 64181466 83421989 64181466 84416735 67495499 83421989 -2199814 208100 81430275 17248809 64181466 PUBLICLY TRADED SECURITIES 2022-01-01 2022-12-31 8815979 7778089 1037890 1037890 1037890 39494 0 39494 0 39494 47100 0 0 0 47100 0 7606 7606 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.METTAFUND.ORG H HUYNH 4156607361 101 MONTGOMERY ST 2200 SAN FRANCISCO CA 94104 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANET Y SPEARS 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 CHIEF EXECUTIVE OFFICER 40.00 286774 17314 0 KIMBERLY BRANDON 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 CHAIR & DIRECTOR 6.00 27500 0 0 JOE HAFEY 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 VICE CHAIR & DIRECTOR 3.00 27500 0 0 ROMA GUY 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 SECRETARY & DIRECTOR 3.00 27500 0 0 JOHN WOODWARD 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 TREASURER & DIRECTOR 4.00 0 0 0 JAMES LOYCE 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR 3.00 27500 0 0 SONIA MELARA 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR 3.00 27500 0 0 JARMIN YEH 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR 4.00 27500 0 0 R ESPINOZA 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR OF PROGRAM 40.00 171168 10390 0 B GARCIA 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR OF ADMINIST 40.00 165524 10069 0 C COLLEN 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 SENIOR PROGRAM AND G 40.00 139172 8398 0 A KARRER 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR OF COMMUNIC 32.00 133017 7981 0 H HUYNH 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 CONTROLLER 40.00 120862 7372 0 0 VANGUARD 14321 N NORTHSIGHT BLVD AP31 SCOTTSDALE AZ 85260 INVESTMENT ADVISOR 57609 0 COMMUNITY ROOM DESCRIPTION: METTA FUND RECOGNIZES THE IMPORTANCE OF PROVIDING SUPPORT TO THE NON-PROFIT COMMUNITY BEYOND GRANTMAKING. AS SUCH, THE FOUNDATION PROVIDES ITS STATE-OF-THE-ART CONFERENCE CENTER AT NO COST TO LOCAL NON-PROFITS, COMMUNITY PARTNERS, AND KEY STAKEHOLDERS. DURING A NORMAL YEAR, METTA FUND HOSTS DOZENS OF COMMUNITY CONVERSATIONS AND CAPACITY-BUILDING EVENTS TO HELP FURTHER ADVANCE NON-PROFITS' MISSION. TO EXPAND MEETING ROOM ACCESS, IN 2020, METTA FUND INTENTIONALLY LEASED NEW, MORE CENTRALLY LOCATED OFFICE SPACE WITH A LARGER CONFERENCE ROOM. THE NEW COMMUNITY ROOM CAN ACCOMMODATE UP TO 99 PEOPLE IN VARIOUS ARRANGEMENTS. IN 2022 DUE TO THE COVID-19 PANDEMIC THE CONVENING SPACE WAS NOT USED FOR MEETINGS OR CONFERENCES. 222036 0 69926260 472587 2937860 73336707 0 0 73336707 1100051 72236656 3611833 3611833 39494 39494 3572339 0 3572339 0 3572339 4410962 0 4410962 3572339 0 0 187924 343583 561342 398458 1491307 4410962 0 0 0 3572339 838623 0 0 2329930 0 0 0 0 0 0 187924 2142006 343583 561342 398458 838623 X AMERICAN SOCIETY ON AGING 605 MARKET STREET SUITE 1111 SAN FRANCISCO CA 94105 NONE PC ASA RISE FELLOWS ATTENDANCE AT CA4ALL CONFERENCE 10000 BAYVIEW HUNTERS POINT MULTIPURPOSE SENIOR SERVICES 1753 CARROLL AVENUE SAN FRANCISCO CA 94124 NONE PC GENERAL OPERATING SUPPORT 75000 BEND THE ARC 330 SEVENTH AVE 19TH FLOOR NEW YORK NY 10001 NONE PC HAND IN HAND: THE DOMESTIC EMPLOYERS NETWORK 70000 CARA EDUCATION FUND 600 GRAND AVE SUITE 410 OAKLAND CA 94610 NONE PC SENIOR TRAINING AND EDUCATION PROGRAM: PANDEMIC AND BEYOND 35000 CATHOLIC CHARITIES 990 EDDY STREET SAN FRANCISCO CA 94109 NONE PC OMI SENIOR CENTER 50000 CHILDREN'S COUNCIL OF SAN FRANCISCO 445 CHURCH ST SAN FRANCISCO CA 94114 NONE PC GENERAL OPERATING SUPPORT 2500 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC SF TECH COUNCIL 50000 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC SF 80 OVER 80 PROJECT 15000 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC GENERAL OPERATING SUPPORT 75000 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC SF TECH COUNCIL'S DIGITAL EQUITY FRAMEWORK FOR OLDER ADULTS IN SF: A MULTI-SECTOR APPROACH TO MAPPING NEED 35000 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC SF TECH COUNCIL'S DIGITAL EQUITY FRAMEWORK FOR OLDER ADULTS IN SF: A MULTI-SECTOR APPROACH TO MAPPING NEED 30000 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC AGING WHILE BLACK 2500 COMMUNITY TECH NETWORK 1390 MARKET STREET SUITE 200 SAN FRANCISCO CA 94102 NONE PC GENERAL OPERATING SUPPORT 100000 CURRY SENIOR CENTER 333 TURK STREET SAN FRANCISCO CA 94102 NONE PC GENERAL OPERATING SUPPORT 75000 FAITHFUL FOOLS STREET MINISTRY 234 HYDE STREET SAN FRANCISCO CA 94102 NONE PC TRAUMA INFORMED SOMATIC EXPERIENCING PROJECT 5000 FAMILY CAREGIVER ALLIANCE 235 MONTGOMERY ST SUITE 930 SAN FRANCISCO CA 94104 NONE PC VIDEO CONFERENCING AND LUNCHES FOR THE 2022 SF CAREGIVER CONVERSATION EVENT 5000 FELTON INSTITUTE 1500 FRANKLIN STREET SAN FRANCISCO CA 94109 NONE PC EXPANDING HEALTH AND WELLNESS IN VIS VALLEY AND SE SAN FRANCISCO 75000 FILIPINO-AMERICAN DEVELOPMENT FOUNDATION BAYANIHAN CENTER 1010 MISSION ST SAN FRANCISCO CA 94103 NONE PC MABUHAY HEALTH CENTER 5000 FIVE KEYS SCHOOLS AND PROGRAMS 70 OAK GROVE ST SAN FRANCISCO CA 94107 NONE PC PROJECT HOME FREE 5000 FRONT PORCH COMMUNITIES FOUNDATION 800 NORTH BRAND BLVD 19TH FLOOR GLENDALE CA 91203 NONE PC WELL CONNECTED ESPANOL 50000 GOLDEN GATE UNIVERSITY 536 MISSION STREET SAN FRANCISCO CA 94105 NONE PC WOMEN'S EMPLOYMENT RIGHTS CLINIC'S TOOLKIT 75000 HOMEBRIDGE 1035 MARKET ST L-1 SAN FRANCISCO CA 94103 NONE PC GENERAL OPERATING SUPPORT 125000 INSTITUTE ON AGING 3575 GEARY BLVD SAN FRANCISCO CA 94118 NONE PC FRIENDSHIP LINE 35000 JEWISH HOME AND SENIOR LIVING FOUNDATION 302 SILVER AVENUE SAN FRANCISCO CA 94112 NONE PC SF CAMPUS FOR JEWISH LIVING 2500 JUSTICE IN AGING 1444 EYE ST NW STE 1000 WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 50000 KIMOCHI INC 1715 BUCHANAN STREET SAN FRANCISCO CA 94115 NONE PC GENERAL OPERATING SUPPORT 125000 KIMOCHI INC 1715 BUCHANAN STREET SAN FRANCISCO CA 94115 NONE PC GENERAL OPERATING SUPPORT 10000 LA CASA DE LAS MADRES 1269 HOWARD STREET SAN FRANCISCO CA 94103 NONE PC GENERAL OPERATING SUPPORT 5000 LITTLE BROTHERS FRIENDS OF THE ELDERLY 909 HYDE STREET SUITE 628 SAN FRANCISCO CA 94109 NONE PC GENERAL OPERATING SUPPORT 50000 MEALS ON WHEELS OF SAN FRANCISCO 1375 FAIRFAX AVENUE SAN FRANCISCO CA 94124 NONE PC GENERAL OPERATING SUPPORT 100000 MISSION NEIGHBORHOOD CENTERS INC 362 CAPP STREET SAN FRANCISCO CA 94110 NONE PC STRENGTHENING SUPPORT TO STAFF AND THE OLDER ADULTS THEY SERVE 50000 MUJERES UNIDAS Y ACTIVAS 3543 18TH STREET 23 SAN FRANCISCO CA 94110 NONE PC GENERAL OPERATING SUPPORT 125000 NATIONAL DOMESTIC WORKERS ALLIANCE 45 BROADWAY SUITE 320 NEW YORK NY 10006 NONE PC CARING ACROSS GENERATIONS 50000 NORTHERN CALIFORNIA GRANTMAKERS 160 SPEAR STREET SUITE 360 SAN FRANCISCO CA 94105 NONE PC NCG'S ORGANIZATIONAL DEVELOPMENT AND WELLNESS WORK 15000 OPENHOUSE 65 LAGUNA STREET SAN FRANCISCO CA 94102 NONE PC GENERAL OPERATING SUPPORT 75000 PRC 170 9TH ST SAN FRANCISCO CA 94103 NONE PC GENERAL OPERATING SUPPORT 5000 REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 10889 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 90095 NONE PC ECONOMIC SECURITY FOR OLDER ADULTS IN SF AND CA: ASSURING THE ELDER INDEX AS A BENCHMARK 50000 RICHMOND NEIGHBORHOOD CENTER 741 30TH AVENUE SAN FRANCISCO CA 94121 NONE PC SFNCT HEALTHY BEHAVIORS FOR AGING AND OLDER ADULTS 125000 RICHMOND NEIGHBORHOOD CENTER 741 30TH AVENUE SAN FRANCISCO CA 94121 NONE PC A NEIGHBORHOOD FOCUSED RESPONSE TO THE NEEDS OF SF'S GROWING OLDER ADULT POPULATION 350000 SAGE 305 SEVENTH AVE 15TH FLOOR NEW YORK NY 10001 NONE PC THE DIVERSE ELDERS COALITION 70000 SAMOAN COMMUNITY DEVELOPMENT CENTER 2055 SUNNYDALE AVENUE SUITE 100 SAN FRANCISCO CA 94134 NONE PC GENERAL OPERATING SUPPORT 50000 SAMOAN COMMUNITY DEVELOPMENT CENTER 2055 SUNNYDALE AVENUE SUITE 100 SAN FRANCISCO CA 94134 NONE PC EPENESA O SAMOA - SENIOR PROGRAM 5000 SAN FRANCISCO INTERFAITH COUNCIL PO BOX 29055 SAN FRANCISCO CA 94129 NONE PC IMPROVING SOCIAL CONNECTEDNESS FOR OLDER ADULTS THROUGH FAITH-BASED PROGRAMMING AND OUTREACH 50000 SAN FRANCISCO PRETRIAL DIVERSION PROJECT 236 8TH STREET SUITE E SAN FRANCISCO CA 94103 NONE PC FAMILIES UNDERSTANDING THE SYSTEM SUPPORT GROUP 5000 SAN FRANCISCO PRETRIAL DIVERSION PROJECT 236 8TH STREET SUITE E SAN FRANCISCO CA 94103 NONE PC FAMILIES UNDERSTANDING TEH SYSTEM SUPPORT GROUP 2500 SAN FRANCISCO SENIOR AND DISABILITY ACTION PO BOX 423388 SAN FRANCISCO CA 94103 NONE PC GENERAL OPERATING SUPPORT 50000 SAN FRANCISCO STATE UNIVERSITY FOUNDATION 1600 HOLLOWAY AVE ADMINISTRATIVE ROOM 154D SAN FRANCISCO CA 94132 NONE PC SCHOLARSHIP FOR STUDENTS WITH HEALTH RELATED MAJOR/MINOR - DEPARTMENT OF ETHNIC STUDIES & WILLIE L BROWN FELLOWSHIP 5000 SELF-HELP FOR THE ELDERLY 731 SANSOME STREET SUITE 100 SAN FRANCISCO CA 94111 NONE PC GENERAL OPERATING SUPPORT 125000 SHANTI PROJECT 3170 23RD STREET SAN FRANCISCO CA 94110 NONE PC GENERAL OPERATING SUPPORT 75000 SOUTHWEST COMMUNITY CORPORATION 446 RANDOLPH STREET SAN FRANCISCO CA 94132 NONE PC GENERAL OPERATING SUPPORT 10000 STEPPINGSTONE ADULT DAY HEALTH CENTER 930 FOURTH STREET 2ND FLOOR SAN FRANCISCO CA 94158 NONE PC GENERAL OPERATING SUPPORT 75000 THE SCAN FOUNDATION 3800 KILROY AIRPORT WAY STE 100 LONG BEACH CA 90806 NONE PC MASTER PLAN FOR AGING IMPLEMENTATION 110000 WALK SAN FRANCISCO FOUNDATION 2601 MISSION ST STE 400 SAN FRANCISCO CA 94110 NONE PC GENERAL OPERATING SUPPORT 50000 YMCA OF SAN FRANCISCO 50 CALIFORNIA STREET SUITE 650 SAN FRANCISCO CA 94111 NONE PC MISSION YMCA'S AGING WELL TOGETHER 75000 YMCA OF SAN FRANCISCO 50 CALIFORNIA STREET SUITE 650 SAN FRANCISCO CA 94111 NONE PC CHINATOWN YMCA'S AGING WELL TOGETHER 75000 YMCA OF SAN FRANCISCO 50 CALIFORNIA STREET SUITE 650 SAN FRANCISCO CA 94111 NONE PC BAYVIEW HUNTERS POINT YMCA'S HOLISTIC WELLNESS FOR ACTIVE OLDER ADULTS 75000 3100000 BAYVIEW HUNTERS POINT MULTIPURPOSE SENIOR SERVICES 1753 CARROLL AVENUE SAN FRANCISCO CA 94124 NONE PC GENERAL OPERATING SUPPORT 75000 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC SF TECH COUNCIL 50000 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC GENERAL OPERATING SUPPORT 75000 CURRY SENIOR CENTER 333 TURK STREET SAN FRANCISCO CA 94102 NONE PC GENERAL OPERATING SUPPORT 75000 FELTON INSTITUTE 1500 FRANKLIN STREET SAN FRANCISCO CA 94109 NONE PC EXPANDING HEALTH AND WELLNESS IN VIS VALLEY AND SE SAN FRANCISCO 75000 OPENHOUSE 65 LAGUNA STREET SAN FRANCISCO CA 94102 NONE PC GENERAL OPERATING SUPPORT 75000 STEPPINGSTONE ADULT DAY HEALTH CENTER 930 FOURTH STREET 2ND FLOOR SAN FRANCISCO CA 94158 NONE PC GENERAL OPERATING SUPPORT 75000 500000 14 2697381 18 1037890 0 3735271 0 3735271 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 38418 19209 19209 CORPORATE STOCK 64167219 64167219 LEGAL 29141 14571 14570 SECURITY DEPOSIT 80458 80458 80458 RIGHT-OF-USE ASSETS 2321522 2321522 UNREALIZED LOSS 17248809 INSURANCE 36281 0 23371 MEMBERSHIP 25276 0 25276 OFFICE EXPENSES 82243 0 51304 PROFESSIONAL DEVELOPMENT 12299 0 12299 FEDERAL EXCISE TAX BENEFIT 208100 DEFERRED TAX LIABILITY 330698 82600 DEFERRED RENT LIABILITY 292016 0 LEASE LIABILITIES 0 2599238 CONSULTING 5250 0 5250 OUTSIDE SERVICE 5458 0 0 INVESTMENT FEE 57609 57609 0 GRANTMAKING 79251 0 79251 IT 14156 0 7682 COMMUNICATIONS 43194 0 23440 PAYROLL TAX 72775 33284 39491 PROPERTY TAX 2113 2113 0