BOTHIN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BOTHIN FOUNDATION (EIN 94-1196182)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-22
- IRS object ID
- 202312349349100216
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock 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 | 2023-08-22T15:27:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941196182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTHIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOTH | 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 | LYMAN H CASEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155166450 | PhoneNum |
| Signature | 2023-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYMAN | PersonFirstNm |
| Person Last | CASEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LEE | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,862,639 | 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 | $155,951 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $155,951 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $771,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $771,099 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $862,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,802,930 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $862,884 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $69 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $69 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,790,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,790,003 | 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 |
| Other Prof Fees Rev And Expnss | $642,311 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $232,148 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $362,851 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,322 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,785 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $691,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $254,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $362,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,134,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,134,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,825,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $254,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,497,451 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,035,633 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,535,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $162,128 | CashBOYAmt |
| Cash EOY | $189,861 | CashEOYAmt |
| Cash EOYFMV | $189,861 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $572,248 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $312,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $312,400 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $53,839 | AcctRcvblAmt |
| Acct Rcvbl BOY | $64,575 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $53,839 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $53,839 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,186 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,242 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,242 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $36,067,216 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,336,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,336,028 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,491,649 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,969,269 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,969,269 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $49,359,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,862,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,862,639 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $29,670 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $24,304 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $216,195 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $98,616 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $245,865 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $122,920 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,113,137 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $39,739,719 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,113,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,739,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,359,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,862,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,113,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,035,633 | ExcessRevenueOverExpensesAmt |
| Other Increases | $117,579 | OtherIncreasesAmt |
| Subtotal | $48,195,083 | SubtotalAmt |
| Other Decreases | $8,455,364 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,739,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAINS DIVIDENDS | P | 2022-01-01 | 2022-12-31 | $4,058 | $4,058 | $4,058 | |
| MARKETABLE SECURITIES | P | 2022-01-01 | 2022-12-31 | $4,798,872 | $858,826 | $858,826 | $3,940,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $862,884 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,895 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $36,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,895 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,558 | OverpaymentAmt |
| Applied To ES Tax | $34,558 | 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 | WWW.BOTHINFOUNDATION.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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| LYMAN H CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KIMBERLY CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| RAVIN AGRAWAL | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 2.00 | $0 | $0 | $0 |
| DEVON LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| HOLDEN LEE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | AUDIT CHAIR | 2.00 | $0 | $0 | $0 |
| LYMAN R CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KATE JOINER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICHOLAS LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LYMAN AMBROSE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BOE HAYWARD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TESS REYNOLDS | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $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 (3 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 | FOUNDATION MANAGEMENT/ACCOUNTING | $441,826 |
| CORNERSTONE CAPITAL INC | |||||
| 200 HOMER AVENUE | PALO ALTO | CA | 94301 | INVESTMENT COUNSELING | $91,248 |
| BAKER STREET ADVISORS LLC | |||||
| 575 MARKET ST 6TH FLOOR | SAN FRANCISCO | CA | 94105 | INVESTMENT COUNSELING | $77,867 |
| 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 | $42,331,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $317,364 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,649,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,649,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $639,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,009,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,100,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,100,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,337 | TotalTaxAmt |
| Distributable Before Adj | $2,079,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,079,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,079,144 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,497,451 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,497,451 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,079,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $42,197 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $84,953 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,468 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $278,618 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,497,451 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,079,144 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $418,307 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $696,925 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $696,925 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,197 | ExcessFromYear4Amt |
| Excess From Year2 | $84,953 | ExcessFromYear2Amt |
| Excess From Year1 | $151,468 | ExcessFromYear1Amt |
| Excess From Current Year | $418,307 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIFFANY WOOD SENIOR PROGRAM OFFICER | 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 INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AFRICAN-AMERICAN SHAKESPEARE COMPANY | |||||||
| 762 FULTON STREET SUITE 305 | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | FURNISH AND EQUIP CREATIVE SPACE FOR REHEARSALS AND PERFORMANCES | $30,000 | |
| AFRICAN-AMERICAN SHAKESPEARE COMPANY | |||||||
| 762 FULTON STREET SUITE 305 | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| AIM HIGH FOR HIGH SCHOOL | |||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | 501(C)(3) PUBLIC CHA | PURCHASE CHROMEBOOKS TO SUPPORT STUDENTS' LEARNING DURING SUMMER | $25,000 | |
| AUDUBON CANYON RANCH | |||||||
| PO BOX 577 | STINSON BEACH | CA | 94970 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL A NEW WATER TANK IN PITCHER CANYON AT THE MARTIN GRIFFIN PRESERVE | $25,000 | |
| AUTISTRY STUDIOS | |||||||
| 448 DU BOIS STREET | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | BUILD OUT AUTISTRY MAKER INCUBATOR - INITIAL WORKSHOP BUILDOUT | $20,000 | |
| AYUDANDO LATINOS A SOAR | |||||||
| 636 PURISSIMA STREET | HALF MOON BAY | CA | 94019 | 501(C)(3) PUBLIC CHA | PURCHASE A PASSENGER VAN TO TRANSPORT SUPPLIES, STAFF, VOLUNTEERS, AND STUDENTS | $35,000 | |
| AYUDANDO LATINOS A SOAR | |||||||
| 636 PURISSIMA STREET | HALF MOON BAY | CA | 94019 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| BATTLE TESTED KIDS INC | |||||||
| 1714 FRANKLIN STREET SUITE 100-123 | OAKLAND | CA | 94612 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| BAYVIEW HUNTERS POINT CENTER FOR ARTS & TECHNOLOGY | |||||||
| 2415 3RD STREET SUITE 230 | SAN FRANCISCO | CA | 94107 | 501(C)(3) PUBLIC CHA | RENOVATE BAYCATS HEADQUARTERS TO SUPPORT PROFESSIONAL YOUTH MEDIAMAKING | $36,000 | |
| BEATS RHYMES AND LIFE INC | |||||||
| 450 SANTA CLARA AVE | OAKLAND | CA | 94610 | 501(C)(3) PUBLIC CHA | PURCHASE AND EQUIP HIP HOP THERAPY MOBILE STUDIO BUS | $50,000 | |
| BEATS RHYMES AND LIFE INC | |||||||
| 450 SANTA CLARA AVE | OAKLAND | CA | 94610 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| BIG WAVE GROUP | |||||||
| PO BOX 1901 | EL GRANADA | CA | 94018 | 501(C)(3) PUBLIC CHA | CONSTRUCT RESIDENCE & COMMUNITY CENTER BUILDING | $25,000 | |
| BOOKER T WASHINGTON COMMUNITY SERVICE CENTER | |||||||
| 800 PRESIDIO AVE BOOKER T WASHINGTO | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | TOWARDS THE PURCHASE OF A 15-PASSENGER, ADA ACCESSIBLE VEHICLE FOR YOUTH AND SENIORS | $35,000 | COMMUNITY SERVICE CENTER |
| BOOKER T WASHINGTON COMMUNITY SERVICE CENTER | |||||||
| 800 PRESIDIO AVE BOOKER T WASHINGTO | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | COMMUNITY SERVICE CENTER |
| BOYS & GIRLS CLUBS OF THE PENINSULA | |||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | 501(C)(3) PUBLIC CHA | REPAIR MCNEIL MENLO PARK CLUBHOUSE | $32,300 | |
| BRIDGE HOUSING CORPORATION | |||||||
| 600 CALIFORNIA STREET SUITE 900 | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | BUILD A BASKETBALL COURT FOR CHILDREN, YOUTH, AND FAMILIES AT THE POTRERO TERRACE PUBLIC HOUSING COMMUNITY | $50,000 | |
| CALIFORNIA INDIAN MUSEUM AND CULTURAL CENTER | |||||||
| 5250 AERO DRIVE | SANTA ROSA | CA | 95403 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL A BATTERY STORAGE SYSTEM | $50,000 | |
| CALIFORNIA INDIAN MUSEUM AND CULTURAL CENTER | |||||||
| 5250 AERO DRIVE | SANTA ROSA | CA | 95403 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN FRANCISCO | |||||||
| 990 EDDY STREET | SAN FRANCISCO | CA | 94109 | 501(C)(3) PUBLIC CHA | PURCHASE A NEW SEVEN PASSENGER MINIVAN TO TRANSPORT RESIDENTS OF ST. VINCENT'S SCHOOL FOR BOYS TO AND FROM SCHOOL AND ACTIVITIES | $35,000 | |
| CAUSA JUSTA JUST CAUSE | |||||||
| PO BOX 7737 | OAKLAND | CA | 94601 | 501(C)(3) PUBLIC CHA | REDESIGN CJJC EXCELSIOR OFFICE | $25,000 | |
| CAUSA JUSTA JUST CAUSE | |||||||
| PO BOX 7737 | OAKLAND | CA | 94601 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| COMMON GROUND SOCIETY | |||||||
| 2777 YULUPA AVENUE 199 | SANTA ROSA | CA | 95405 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY FOR VOLUNTEERS AND STAFF | $10,000 | |
| COMMUNITY ACTION MARIN | |||||||
| 555 NORTHGATE DRIVE SUITE 201 | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | PURCHASE LAPTOPS TO EXPAND SUPPORT FOR LOW-INCOME MARIN CHILDREN AND FAMILIES | $25,000 | |
| COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY | |||||||
| 141 STONY CIRCLE 210 | SANTA ROSA | CA | 95401 | 501(C)(3) PUBLIC CHA | REMODEL SLOAN HOUSE KITCHEN | $35,000 | |
| COMMUNITY HOUSING PARTNERSHIP DBA HOMERISE | |||||||
| 251 POST STREET SUITE 200 | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | UPDATE COMPUTER LAB AND CREATE EDUCATIONAL RESOURCE CENTER AND LENDING LIBRARY FOR TREASURE ISLANDS HOMERISE YOUTH | $15,000 | |
| CONSERVATION EARTH INC | |||||||
| PO BOX 3098 | HALF MOON BAY | CA | 94019 | 501(C)(3) PUBLIC CHA | CONSTRUCT AN ADA-COMPLIANT VIEWING PLATFORM FOR THE CREEK/WATER HABITAT AT WILDMINDS YOUTH EDUCATION SITE NEAR HALF MOON BAY | $37,600 | |
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | |||||||
| 2211 PALM AVE | SAN MATEO | CA | 94403 | 501(C)(3) PUBLIC CHA | RENOVATE THE OFFICE AND MAKE UPDATES FOR ADA COMPLIANCE | $45,000 | |
| EARLE BAUM CENTER OF THE BLIND INC | |||||||
| 4539 OCCIDENTAL ROAD | SANTA ROSA | CA | 95401 | 501(C)(3) PUBLIC CHA | INSTALL ADA RAMPS IN PARKING LOT BEHIND BUILDING | $17,500 | |
| EL CONCILIO OF SAN MATEO COUNTY | |||||||
| 3180 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | 501(C)(3) PUBLIC CHA | REPAIR LEAKS AND DAMAGED FLOORING | $10,000 | |
| FARMING HOPE | |||||||
| 77 VAN NESS AVE 101-1613 | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | RENOVATE REFETTORIO SAN FRANCISCO BUILDING | $50,000 | |
| FIRST EXPOSURES | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 94110 | 501(C)(3) PUBLIC CHA | PURCHASE COMPUTERS FOR NEW TECHNOLOGY LAB AT FIRST EXPOSURES | $25,000 | |
| FORGET ME NOT CHILDRENS SERVICES | |||||||
| 5345 HIGHWAY 12 WEST | SANTA ROSA | CA | 95407 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL A NEW CLASSROOM TENT STRUCTURE | $13,400 | |
| FRESH APPROACH | |||||||
| 5060 COMMERCIAL CIRCLE SUITE C | CONCORD | CA | 94520 | 501(C)(3) PUBLIC CHA | UPGRADE TECHNOLOGY SYSTEMS FOR IMPROVED EFFICIENCY AND PROGRAM DELIVERY | $31,800 | |
| GIRL SCOUTS OF NORTHERN CALIFORNIA | |||||||
| 1650 HARBOR BAY PARKWAY SUITE 100 | ALAMEDA | CA | 94502 | 501(C)(3) PUBLIC CHA | SUPPORT THE CAPITAL CAMPAIGN FOR THE HUB AT CAMP BOTHIN | $25,000 | |
| JASPER RIDGE FARM | |||||||
| 2995 WOODSIDE ROAD 620924 | WOODSIDE | CA | 94062 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY TO ENHANCE & UPGRADE CURRENT DEVICES TO SUPPORT CLIENTS VIRTUALLY | $20,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA | |||||||
| 3003 OAK ROAD SUITE 130 | WALNUT CREEK | CA | 94597 | 501(C)(3) PUBLIC CHA | PURCHASE CHROMEBOOKS AND LAPTOPS FOR STUDENTS AND STAFF | $17,500 | |
| KARAT SCHOOL PROJECT | |||||||
| 801 ALMA ST 313 | PALO ALTO | CA | 94301 | 501(C)(3) PUBLIC CHA | HELP PURCHASE AND RENOVATE A RECREATIONAL VEHICLE INTO A MOBILE LEARNING HUB FOR CHILDREN LIVING IN RVS IN SAN MATEO AND SANTA CLARA COUNTIES | $50,000 | |
| KARAT SCHOOL PROJECT | |||||||
| 801 ALMA ST 313 | PALO ALTO | CA | 94301 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| LIME FOUNDATION | |||||||
| 1400 PETALUMA HILL ROAD | SANTA ROSA | CA | 95404 | 501(C)(3) PUBLIC CHA | PURCHASE VR TECHNOLOGY AND COMPUTERS FOR NEXTGEN TRADES ACADEMY | $40,000 | |
| LIME FOUNDATION | |||||||
| 1400 PETALUMA HILL ROAD | SANTA ROSA | CA | 95404 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| MANNAKIN THEATER & DANCE | |||||||
| 1625 BUSH STREET SUITE 4 | SAN FRANCISCO | CA | 94109 | 501(C)(3) PUBLIC CHA | TOWARDS RENOVATION OF IMPACT CENTERS IN EAST PALO ALTO AND SAN FRANCISCO | $25,000 | |
| MARIN CITY HEALTH & WELLNESS CENTER | |||||||
| 630 DRAKE AVE | MARIN CITY | CA | 94965 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL GENERATOR | $46,300 | |
| MARIN COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 1401 LOS GAMOS DR STE 130 | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | MIGRATE SERVERS TO A CLOUD-BASED PLATFORM AND TO PURCHASE LAPTOPS AND DOCKING STATIONS | $9,900 | |
| MID-PENINSULA BOYS & GIRLS CLUB INC | |||||||
| 200 NORTH QUEBEC STREET | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | PURCHASE PASSENGER VAN | $35,000 | |
| MID-PENINSULA BOYS & GIRLS CLUB INC | |||||||
| 200 NORTH QUEBEC STREET | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| MISSION NEIGHBORHOOD CENTERS INC | |||||||
| 362 CAPP STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | RENOVATE BUILDING TO EXPAND SEATS FOR EARLY CHILDHOOD EDUCATION | $50,000 | |
| NATIONAL CENTER FOR EQUINE FACILITATED THERAPY | |||||||
| 880 RUNNYMEDE ROAD | WOODSIDE | CA | 94062 | 501(C)(3) PUBLIC CHA | REPLACE A WALL IN OUTDOOR HORSE ARENA | $15,000 | |
| NORTH MARIN COMMUNITY SERVICES | |||||||
| 680 WILSON AVENUE | NOVATO | CA | 94947 | 501(C)(3) PUBLIC CHA | REPLACE THE GYM ROOF | $29,800 | |
| NUESTRA CASA DE EAST PALO ALTO | |||||||
| 2396 UNIVERSITY AVENUE | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | PURCHASE COMPUTERS AND IT HARDWARE | $32,400 | |
| NUESTRA CASA DE EAST PALO ALTO | |||||||
| 2396 UNIVERSITY AVENUE | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| ONE LIFE COUNSELING CENTER | |||||||
| 1303 SAN CARLOS AVE | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | BUILD OFFICES FOR THERAPISTS TO SERVE 1,000 LOW-INCOME CLIENTS EACH YEAR | $50,000 | |
| OUTWARD BOUND CALIFORNIA | |||||||
| 548 MARKET ST PMB 68876 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY AND EQUIPMENT FOR ROPES COURSE | $25,000 | |
| PEDIATRIC DENTAL INITIATIVE OF HTE NORTH COAST INC | |||||||
| 1380 19TH HOLE DRIVE | WINDSOR | CA | 95492 | 501(C)(3) PUBLIC CHA | PURCHASE ANESTHESIA MONITORS FOR PEDIATRIC DENTAL SURGERY | $40,000 | |
| PENINSULA BRIDGE PROGRAM | |||||||
| 177 BOVET RD SUITE 120 | SAN MATEO | CA | 94402 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY FOR MIDDLE AND HIGH SCHOOL COLLEGE READINESS PROGRAM | $36,000 | |
| PENINSULA VOLUNTEERS INC | |||||||
| 800 MIDDLE AVE | MENLO PARK | CA | 94025 | 501(C)(3) PUBLIC CHA | PURCHASE DELIVERY VAN FOR MEALS ON WHEELS | $29,000 | |
| PLANNED PARENTHOOD SHASTA-DIABLO INC | |||||||
| 2185 PACHECO STREET | CONCORD | CA | 94520 | 501(C)(3) PUBLIC CHA | REPLACE HVAC IN SAN RAFAEL CENTER | $17,000 | |
| SAN FRANCISCO MIME TROUPE | |||||||
| 855 TREAT AVENUE | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | EMERGENCY REPAIR OF SECURED PARKING LOT GATE | $10,000 | |
| SIDE BY SIDE | |||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | 501(C)(3) PUBLIC CHA | RENOVATE CLASSROOM FOR STUDENTS WITH BEHAVIORAL NEEDS | $50,000 | |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94114 | 501(C)(3) PUBLIC CHA | PURCHASE PASSENGER VEHICLE FOR WEEKEND-ADVENTURES.ORG | $35,000 | |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94114 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING FOR WEEKEND-ADVENTURES.ORG | $5,000 | |
| SONOMA ECOLOGY CENTER | |||||||
| PO BOX 1486 | ELDRIDGE | CA | 95431 | 501(C)(3) PUBLIC CHA | TOWARDS THE PURCHASE OF A MINIVAN TO TRANSPORT YOUTH AND EQUIPMENT | $35,000 | |
| SONOMA VALLEY MENTORING ALIANCE | |||||||
| PO BOX 721 | SONOMA | CA | 95476 | 501(C)(3) PUBLIC CHA | REVITALIZING OUR WELCOMING & SAFE HIGH SCHOOL MENTOR CENTER | $6,700 | |
| SOUTH COUNTY COMMUNITY HEALTH CENTER INC (RAVENSWOOD FAMILY HEALTH NETWORK) | |||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | EXPAND ACCESS TO COVID-SAFE DENTAL CARE FOR LOW-INCOME PATIENTS | $50,000 | |
| ST VINCENT DE PAUL SOCIETY | |||||||
| PO BOX 150527 | SAN RAFAEL | CA | 94915 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY FOR NEW CENTRAL HELP DESK FACILITY | $25,000 | |
| STREETCODE ACADEMY | |||||||
| PO BOX 51867 | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | PURCHASE TECH HARDWARE TO SUPPORT CREATIVE DIGITAL EXPLORATION FOR YOUTH | $22,400 | |
| SWORDS TO PLOWSHARES VETERANS RIGHTS ORGANIZATION | |||||||
| 401 VAN NESS AVE SUITE 313 | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | RENOVATE BATHROOM AS PART OF LARGER COMMUNITY CENTER BUILD-OUT | $20,000 | |
| TELEGRAPH HILL NEIGHBORHOOD ASSOCIATION | |||||||
| PO BOX 1863 | LAFAYETTE | CA | 94549 | 501(C)(3) PUBLIC CHA | UPDATE AND IMPROVE SECURITY AND FENCING | $50,000 | |
| TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION | |||||||
| 201 EDDY STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL DRINKING FOUNDATION FOR CHILDREN IN AFTER-SCHOOL PROGRAM IN TENDERLOIN | $13,200 | |
| THE CERES COMMUNITY PROJECT | |||||||
| PO BOX 1562 7351 BODEGA AVENUE | SEBASTOPOL | CA | 95473 | 501(C)(3) PUBLIC CHA | REPLACE THE FLOORING TO MEET CODE IN THE NEW COMMERCIAL KITCHEN IN NOVATO | $28,000 | |
| THE FAMILY LINK | |||||||
| 317 CASTRO STREET | SAN FRANCISCO | CA | 94114 | 501(C)(3) PUBLIC CHA | PAINT THE EXTERIOR OF GUEST HOUSE FOR FAMILIES OF HOSPITALIZED INDIVIDUALS | $24,700 | |
| THE GOOD SHEPHERD GRACENTER | |||||||
| 1310 BACON STREET | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | REPLACE NONFUNCTIONING AND LEAKY WINDOWS OF TRANSITIONAL HOUSING RESIDENCE | $35,700 | |
| THE UNITY CARE GROUP | |||||||
| 1400 PARKMOOR AVENUE SUITE 115 | SAN JOSE | CA | 95126 | 501(C)(3) PUBLIC CHA | EMERGENCY WINDOW REPAIRS | $8,200 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90888 | 501(C)(3) PUBLIC CHA | RENOVATE DARKROOM AND MUSIC STUDIO AT 1950 MISSION ARTS HUB - YOUTH ARTS EXCHANGE | $50,000 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90888 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING - YOUTH ART EXCHANGE | $5,000 | |
| TOGETHER WE RISE CORPORATION | |||||||
| 560 WEST LAMBERT ROAD | BREA | CA | 92821 | 501(C)(3) PUBLIC CHA | PURCHASE TECH PACKS FOR YOUTH IN SAN MATEO, SAN FRANCISCO, SONOMA AND MARIN COUNTIES | $10,000 | |
| URBAN ED ACADEMY INC | |||||||
| 1485 BAYSHORE BLVD SUITE 317 | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | RENOVATE BUILDING FOR MAN THE BAY PROGRAM HOUSING | $50,000 | |
| URBAN ED ACADEMY INC | |||||||
| 1485 BAYSHORE BLVD SUITE 317 | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| VIDA VERDE NATURE EDUCATION | |||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | 501(C)(3) PUBLIC CHA | PURCHASE ELECTRIC SHUTTLE BUS FOR STUDENT TRANSPORT | $35,000 | |
| VITAL IMMIGRANT DEFENSE ADVOCACY & SERVICES | |||||||
| 576 B ST STE 1C | SANTA ROSA | CA | 95401 | 501(C)(3) PUBLIC CHA | PURCHASE COMPUTER STATIONS FOR IMMIGRANT ADVOCATES | $30,800 | |
| WEINGARTEN CHILDREN'S CENTER | |||||||
| 3518 JEFFERSON AVENUE | REDWOOD CITY | CA | 94062 | 501(C)(3) PUBLIC CHA | REPLACE DECK, FENCE, WATER LINE, AND WATER HEATER AT WEINGARTEN CHILDREN'S CENTER | $22,500 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF SONOMA COUNTY | |||||||
| PO BOX 3506 | SANTA ROSA | CA | 95402 | 501(C)(3) PUBLIC CHA | INSTALLATION OF NEW RUBBER PLAYGROUND SURFACE | $37,900 | |
| YOUTH COMMUNITY SERVICE INC | |||||||
| PO BOX 61000 | PALO ALTO | CA | 94306 | 501(C)(3) PUBLIC CHA | PURCHASE A RELIABLE PRINTER AND TECHNOLOGY KITS FOR YOUTH TO COLLECT FIELD DATA | $33,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,134,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,951 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $771,099 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 140000 | BusinessCd |
| Unrelated Business Taxbl Incm | $862,884 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $862,884 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $927,119 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,790,003 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & US TREASURIES | BondNm |
| EOY Book Value | $10,969,269 | EOYBookValueAmt |
| EOYFMV | $10,969,269 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $28,336,028 | EOYBookValueAmt |
| EOYFMV | $28,336,028 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $8,455,364 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD CATERING | $425 | $0 | $0 |
| INSURANCE | $3,978 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $69 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $69 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $69 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED LIABILITY | Desc |
| Amt | $117,579 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $216,195 | BOYBookValueAmt |
| EOY Book Value | $98,616 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $31,300 | $18,780 | $9,390 |
| BANK AND CUSTODY FEES | $70 | $70 | $0 |
| INVESTMENT MANAGER FEES | $169,115 | $169,115 | $0 |
| FOUNDATION MANAGEMENT FEES | $441,826 | $44,183 | $353,461 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $21,337 | $0 | $0 |
| OTHER TAXES | $200 | $0 | $0 |
| FOREIGN TAXES | $22,785 | $22,785 | $0 |
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