THE GROVE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE GROVE FOUNDATION (EIN 77-0108124)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-14
- IRS object ID
- 202342269349100729
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T16:52:54-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | 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 | 60 SO MARKET ST STE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770108124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GROVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROV | BusinessNameControlTxt |
| Phone | 6505231300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1667 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231667 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE DOROSIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6505231300 | PhoneNum |
| Signature | 2023-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LESLIE | PersonFirstNm |
| Person Last | DOROSIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $98,856,339 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,035,432 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,846,755 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $147,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $381,228 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,552,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,730,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,782,596 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,288 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,074 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,740,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,046,653 | 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 |
| Legal Fees Rev And Expnss | $45,969 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $36,131 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,838 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,860 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,740 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $455,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $398,828 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,963 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $101,052 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,201 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,201 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $82,557 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $82,557 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $730,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $438,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $190,299 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,508,106 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,282,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,238,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $438,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,472,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,497,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,607,834 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,085,727 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,678,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,678,661 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $40,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $40,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $40,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $40,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $32,452,380 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $35,397,957 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $35,397,957 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,473,567 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,973,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,973,363 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,138,184 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,808,684 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,808,684 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,608,090 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,346,738 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,913,902 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,669,951 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,043,772 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,043,772 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $115,467,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,289,175 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,856,339 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,024 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $454 | AccountsPayableEOYAmt |
| Grants Payable BOY | $490,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,360,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $511,024 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,360,454 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $114,956,875 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $90,928,721 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,956,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,928,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $115,467,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,289,175 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,956,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,497,663 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,000 | OtherIncreasesAmt |
| Subtotal | $97,489,212 | SubtotalAmt |
| Other Decreases | $6,560,491 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,928,721 | 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 |
|---|---|---|---|---|---|---|---|
| PASSTHROUGH CAPITAL GAIN | P | 2021-09-30 | 2022-09-30 | $3,993,137 | $3,993,137 | $3,993,137 | |
| PUBLICLY TRADED SECURITIES | P | $9,737,571 | -$210,541 | -$210,541 | $9,948,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,782,596 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $91,849 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $91,849 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $91,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,095 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $63,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $1,052 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $154,147 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $357 | EsPenaltyAmt |
| Overpayment | $61,941 | OverpaymentAmt |
| Applied To ES Tax | $61,941 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GROVEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LESLIE DOROSIN | IndividualWithBooksNm |
| Phone | 6505231330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1667 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231667 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN GROVE | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | BOARD CHAIR | 8.00 | $0 | $0 | $0 |
| EVA K GROVE | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | SECRETARY | 6.00 | $0 | $0 | $0 |
| LESLIE DOROSIN | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | CO-EXECUTIVE DIRECTOR/CFO | 15.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CANDIDE GROUP | |||||
| 1721 BROADWAY STE 201 | OAKLAND | CA | 94612 | INVESTMENT CONSULTING | $76,245 |
| LEARNING FOR ACTION | |||||
| PO BOX 411490 | SAN FRANCISCO | CA | 94141 | PROGRAM CONSULTANT | $71,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INTERNATIONAL RESCUE COMMITTEE, CENTER FOR ECONOMIC OPPORTUNITY | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Description2 | SOAR FUND CLASS B: THE LOANS ARE DESIGNED TO REACH BUSINESSES AND NONPROFITS WITH 50 OR FEWER FULL-TIME EQUIVALENT EMPLOYEES AND HISTORICALLY UNDERSERVED BUSINESSES, INCLUDING THOSE IN LOW-INCOME AND RURAL COMMUNITIES AND BUSINESSES OWNED BY WOMEN AND PEOPLE OF COLOR. | Description2Txt |
| Expenses2 | $421,538 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $1,304,450 | AllOtherProgramRltdInvstTotAmt |
| Total | $2,225,988 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,320,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,138,119 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,913,902 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,372,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,372,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,550,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,822,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,091,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,091,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $91,849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $91,849 | TotalTaxAmt |
| Distributable Before Adj | $4,999,260 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,354 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,000,614 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,000,614 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,472,299 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,225,988 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,698,287 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,000,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,936,042 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,102,677 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,456,111 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,854,351 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,061,374 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,410,555 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,698,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,000,614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,697,673 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $91,108,228 | 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 | $13,936,042 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,172,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,102,677 | ExcessFromYear4Amt |
| Excess From Year3 | $13,456,111 | ExcessFromYear3Amt |
| Excess From Year2 | $17,854,351 | ExcessFromYear2Amt |
| Excess From Year1 | $15,061,374 | ExcessFromYear1Amt |
| Excess From Current Year | $17,697,673 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EVA K GROVE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABORTION FREEDOM PARTNERSHIP | ||||||||
| 14435 C BIG BASIN WAY SUITE 106 | SARATOGA | CA | 95070 | N/A | PC | REPROCARE HEALTHLINE | $30,000 | |
| ACCESS REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 3609 | OAKLAND | CA | 946090609 | N/A | PC | GENERAL SUPPORT | $190,000 | |
| ACT FOR WOMEN AND GIRLS | ||||||||
| PO BOX 536 | VISALIA | CA | 932790536 | N/A | PC | GENERAL SUPPORT | $80,000 | |
| ACTERRA ACTION FOR A HEALTHY PLANET | ||||||||
| 3921 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | N/A | PC | CLIMATE RESILIENT COMMUNITIES | $25,000 | |
| ACTIVATE 48 EDUCATION FUND | ||||||||
| 5716 N 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| ADVOCATES FOR YOUTH | ||||||||
| 1325 G STREET NW SUITE 980 | WASHINGTON | DC | 20005 | N/A | PC | FOSE, WISE 2022-2023 | $438,000 | |
| AL OTRO LADO INC | ||||||||
| 1200 N STATE STREET | LOS ANGELES | CA | 90032 | N/A | PC | BORDER RIGHTS PROJECT | $55,000 | |
| ALAMEDA HEALTH SYSTEM FOUNDATION | ||||||||
| 350 FRANK H OGAWA PLAZA SUITE 900 | OAKLAND | CA | 94612 | N/A | PC | BELOVEDBIRTH BLACK CENTERING | $100,000 | |
| ALL-OPTIONS | ||||||||
| PO BOX 28284 | OAKLAND | CA | 94604 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| AMALGAMATED CHARITABLE FOUNDATION INC | ||||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | N/A | PC | ABORTION MOVEMENT FUND, BOARD AND STAFF DONOR ADVISED FUND TRANSFER | $512,000 | |
| AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES | ||||||||
| 2020 PENNSYLVANIA AVENUE MAILBOX | WASHINGTON | DC | 20006 | N/A | PC | $30K FOR THE NATIONAL REGISTER, EDUCATE, VOTE, USE YOUR POWER (REV UP) PROGRAM AND $10K FOR THE REV UP NEVADA PROGRAM | $40,000 | 263 |
| AMERICAN CIVIL LIBERTIES UNION OF NEVADA FOUNDATION INC | ||||||||
| 601 S RANCHO DRIVE SUITE B11 | LAS VEGAS | NV | 891064896 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| APIARY FOR PRACTICAL SUPPORT | ||||||||
| 99 WALL STREET SUITE 1279 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| ARIZONA CENTER FOR EMPOWERMENT | ||||||||
| 5710 NORTH 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | ARIZONA WOMEN'S COLLECTIVE | $50,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE-ASIAN LAW CAUCUS | ||||||||
| 55 COLUMBUS AVENUE | SAN FRANCISCO | CA | 941112101 | N/A | PC | GENERAL SUPPORT | $210,000 | |
| BALLOT INITIATIVE STRATEGY CENTER FOUNDATION | ||||||||
| 1660 L STREET NW SUITE 605 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| BLACK ORGANIZING FOR LEADERSHIP AND DIGNITY INC | ||||||||
| 1330 NE 132ND STREET | NORTH MIAMI | FL | 33161 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE | ||||||||
| 3645 MARKETPLACE BOULEVARD SUITE | EAST POINT | GA | 30344 | N/A | PC | GENERAL SUPPORT | $100,000 | 130-209 |
| BLACK WOMEN FOR WELLNESS | ||||||||
| PO BOX 292516 | LOS ANGELES | CA | 900297516 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| BOREALIS PHILANTHROPY | ||||||||
| 126 N THIRD STREET SUITE 402 | MINNEAPOLIS | MN | 554012838 | N/A | PC | RACIAL EQUITY TO ACCELERATE CHANGE (REACH) FUND | $100,000 | |
| CABRILLO COLLEGE FOUNDATION | ||||||||
| 6500 SOQUEL DRIVE | APTOS | CA | 950033119 | N/A | PC | HIGH ACHIEVER SCHOLARSHIP FOR CTE STUDENTS | $100,000 | |
| CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE | ||||||||
| 1999 HARRISON STREET | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $300,000 | |
| CALIFORNIA IMMIGRANT POLICY CENTER | ||||||||
| 634 S SPRING STREET SUITE 600A | LOS ANGELES | CA | 900143906 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 861766 | LOS ANGELES | CA | 90086 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| CARDEA CENTER FOR HEALTH AND HUMAN SERVICES | ||||||||
| 614 GRAND AVENUE SUITE 400 | OAKLAND | CA | 946103562 | N/A | PC | GENERAL SUPPORT | $315,000 | |
| CATCHAFIRE INC | ||||||||
| 31 EAST 32ND STREET SUITE 1001 | NEW YORK | NY | 10016 | N/A | NC | CATCHAFIRE PLATFORM | $94,500 | |
| CENTER FOR CIVIC POLICY | ||||||||
| PO BOX 27616 | ALBUQUERQUE | NM | 871257616 | N/A | PC | $100,000 FOR THE CLEAN ENERGY AND CLIMATE JUSTICE WORK AND $75,000 FOR GENERAL SUPPORT | $175,000 | |
| CENTER ON RACE POVERTY & ENVIRONMENT | ||||||||
| 5901 CHRISTIE AVENUE SUITE 208 | EMERYVILLE | CA | 94608 | N/A | PC | GENERAL SUPPORT | $450,000 | |
| CENTRAL CALIFORNIA ENVIRONMENTAL JUSTICE NETWORK | ||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | N/A | PC | GENERAL SUPPORT | $275,000 | |
| CENTRAL VALLEY IMMIGRANT INTEGRATION COLLABORATIVE | ||||||||
| 2023 NORTH GATEWAY BOULEVARD SUITE | FRESNO | CA | 93727 | N/A | PC | GENERAL SUPPORT | $55,000 | 101 |
| CHINESE FOR AFFIRMATIVE ACTION | ||||||||
| 17 WALTER U LUM PLACE | SAN FRANCISCO | CA | 941081801 | N/A | PC | HMONG INNOVATING POLITICS | $100,000 | |
| CHINESE PROGRESSIVE ASSOCIATION | ||||||||
| 1042 GRANT AVENUE FIFTH FLOOR | SAN FRANCISCO | CA | 94133 | N/A | PC | BLACK FUTURE'S LAB | $25,000 | |
| CIVIL RIGHTS EDUCATION AND ENFORCEMENT CENTER | ||||||||
| 1245 E COLFAX AVENUE SUITE 400 | DENVER | CO | 80218 | N/A | PC | IMMIGRATION DETENTION ACCOUNTABILITY PROJECT | $50,000 | |
| COASTSIDE HOPE | ||||||||
| PO BOX 1089 | EL GRANADA | CA | 940181089 | N/A | PC | GENERAL SUPPORT | $110,000 | |
| COLLECTIVE ACTION FOR SAFE SPACES | ||||||||
| 455 MASSACHUSETTS AVENUE PMB 346 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| COMMONSENSE CHILDBIRTH | ||||||||
| 213 S DILLARD STREET SUITE 340 | WINTER GARDEN | FL | 34787 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| COMMUNITIES FOR A BETTER ENVIRONMENT | ||||||||
| 6325 PACIFIC BOULEVARD SUITE 300 | HUNTINGTON PARK | CA | 902554100 | N/A | PC | GENERAL SUPPORT | $187,500 | |
| COMMUNITY INITIATIVE | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | N/A | PC | BAY AREA COMMUNITY HEALTH ADVISORY COUNCIL, IMMIGRANTS RISING | $262,000 | |
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC | ||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $235,000 | |
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | ||||||||
| PO BOX 5090 | SAN MATEO | CA | 94403 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| DINE CITIZENS AGAINST RUINING OUR ENVIRONMENT | ||||||||
| 10A TOWN PLAZA PMB 138 | DURANGO | CO | 813015104 | N/A | PC | GENERAL SUPPORT | $540,000 | |
| EMERALD CITIES COLLABORATIVE | ||||||||
| 1140 CONNECTICUT AVENUE NW | WASHINGTON | DC | 200364003 | N/A | PC | FOR THE FRESNO OPERATIONS OF CALIFORNIA YOUTH LEADERSHIP CORP | $50,000 | |
| EYES OPEN IOWA | ||||||||
| 4000 WESTOWN PARKWAY SUITE 204 | WEST DES MOINES | IA | 50266 | N/A | PC | GENERAL SUPPORT | $165,000 | |
| FAITH IN ACTION BAY AREA | ||||||||
| 1336 ARROYO AVENUE | SAN CARLOS | CA | 940703913 | N/A | PC | PEOPLE'S ALLIANCE INTEGRATED VOTER ENGAGEMENT WORK | $100,000 | |
| FORWARD TOGETHER | ||||||||
| 300 FRANK H OGAWA PLAZA STE 700 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| FREEDOM ROC | ||||||||
| 915 E MARKET STREET | AKRON | OH | 44305 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| FRIENDS FOR YOUTH | ||||||||
| 1741 BROADWAY STREET FIRST FLOOR | REDWOOD CITY | CA | 94063 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FUERTE ART COLLECTIVE | ||||||||
| 110 NORTH 9TH AVENUE SUITE 912 | PHOENIX | AZ | 85007 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| FUNDERS FOR REPRODUCTIVE EQUITY INC | ||||||||
| PO BOX 750 | ROCKVILLE | MD | 208480750 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL | ||||||||
| 1849 THE EXCHANGE SE SUITE 200 | ATLANTA | GA | 30339 | N/A | PC | GENERAL SUPPORT | $160,000 | |
| GEORGIA COALITION FOR THE PEOPLES AGENDA | ||||||||
| 501 PULLIAM STREET SUITE 410 | ATLANTA | GA | 30312 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||
| PO BOX 2178 | PETALUMA | CA | 949532178 | N/A | PC | GENERAL SUPPORT | $52,500 | |
| GREATER BIRMINGHAM MINISTRIES | ||||||||
| 2304 12TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | N/A | PC | GENERAL SUPPORT | $90,000 | |
| GRID ALTERNATIVES | ||||||||
| 1171 OCEAN AVENUE STE 200 | OAKLAND | CA | 946081147 | N/A | PC | GENERAL SUPPORT | $300,000 | |
| GROUNDSWELL FUND | ||||||||
| 436 14TH STREET SUITE 723 | OAKLAND | CA | 946122709 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| HAITIAN BRIDGE ALLIANCE | ||||||||
| 4625 FAIRMONT AVENUE SUITE 280 | SAN DIEGO | CA | 92105 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| HIAS INC | ||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 209103634 | N/A | PC | GENERAL SUPPORT | $250,000 | |
| HIGHLANDER CENTER RESEARCH & EDUCATION INC | ||||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | N/A | PC | PEOPLE'S ADVOCACY INSTITUTE | $110,000 | |
| HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY | ||||||||
| 2905 S EL CAMINO REAL | SAN MATEO | CA | 944032730 | N/A | PC | HOUSING ELEMENT WORK | $40,000 | |
| HUMAN INVESTMENT PROJECT INC | ||||||||
| 364 SOUTH RAILROAD AVENUE | SAN MATEO | CA | 944014024 | N/A | PC | SELF SUFFICIENCY PROGRAM | $100,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 75 BROAD STREET THIRTY-FIRST FLOOR | NEW YORK | NY | 10004 | N/A | PC | REFUGEE PROTECTION | $75,000 | |
| IFWHENHOW | ||||||||
| 1730 FRANKLIN STREET SUITE 212 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 941032473 | N/A | PC | GENERAL SUPPORT, IMMIGRATION TRAINING AND TECHNICAL ASSISTANCE, POLICY ADVOCACY, AND CIVIC ENGAGEMENT, NEW AMERICANS CAMPAIGN | $642,500 | |
| IMMIGRATION INSTITUTE OF THE BAY AREA | ||||||||
| 2600 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | N/A | PC | GENERAL SUPPORT | $310,000 | |
| INNOVATIONS IN REPRODUCTIVE HEALTH ACCESS | ||||||||
| 1001 46TH STREET UNIT 519 | EMERYVILLE | CA | 94608 | N/A | PC | RIGHT BY YOU | $15,000 | |
| INSTITUTE OF WOMEN AND ETHNIC STUDIES | ||||||||
| 2021 LAKESHORE DRIVE SUITE 220 | NEW ORLEANS | LA | 70122 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| ONE BATTERY PARK PLAZA FOURTH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101680002 | N/A | PC | GENERAL SUPPORT | $585,000 | |
| INTER-TRIBAL COUNCIL OF ARIZONA INC | ||||||||
| 2214 N CENTRAL AVENUE 100 | PHOENIX | AZ | 85004 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| JOBTRAIN INC | ||||||||
| 1200 O BRIEN DRIVE | MENLO PARK | CA | 940251413 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| JUSTICE IN MOTION | ||||||||
| PO BOX 160128 | BROOKLYN | NY | 11216 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| KENTUCKY HEALTH JUSTICE NETWORK | ||||||||
| PO BOX 4761 | LOUISVILLE | KY | 40204 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | CHISPA NATIONAL, CHISPA TEXAS, CHISPA ARIZONA, AND CHISPA NEVADA | $350,000 | |
| LEGAL AID SOCIETY OF SAN MATEO CO | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 123 | REDWOOD CITY | CA | 94065 | N/A | PC | LIBRE PROJECT | $150,000 | |
| LIFEMOVES | ||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| MAKE THE ROAD NEVADA | ||||||||
| 4250 E BONANZA ROAD SUITE 14 | LAS VEGAS | NV | 89110 | N/A | PC | UNDERWRITE THE COSTS ASSOCIATED WITH THE NEVADA ENVIRONMENTAL JUSTICE COALITION'S SUMMER RETREAT | $25,000 | |
| MARCH ON MARYLAND INC | ||||||||
| 215 WATTS BRANCH PARKWAY | ROCKVILLE | MD | 20850 | N/A | PC | THE FUTURE COALITION | $200,000 | |
| MI FAMILIA VOTA EDUCATION FUND | ||||||||
| 3030 N CENTRAL AVENUE NINTH FLOOR | PHOENIX | AZ | 85012 | N/A | PC | FOR THE ARIZONA OPERATIONS | $40,000 | SUITE 900 |
| NATIONAL CENTER FOR YOUTH LAW | ||||||||
| 1212 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | N/A | PC | IMMIGRATION | $50,000 | |
| NATIONAL IMMIGRATION FORUM INC | ||||||||
| 50 F STREET NW SUITE 300 | WASHINGTON | DC | 200010000 | N/A | PC | NEW AMERICAN WORKFORCE | $75,000 | |
| NATIONAL URBAN INDIAN FAMILY COALITION | ||||||||
| 4000 AURORA AVENUE N SUITE 102 | SEATTLE | WA | 98103 | N/A | PC | ARIZONA, NEVADA, NEW MEXICO, AND NATIONAL OPERATIONS | $170,000 | |
| NATIVE AMERICAN RIGHTS FUND | ||||||||
| 1506 BROADWAY | BOULDER | CO | 80302 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| NDN COLLECTIVE | ||||||||
| 408 KNOLLWOOD DIVE | RAPID CITY | SD | 57701 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS TWELFTH | NEW YORK | NY | 10018 | N/A | PC | BLACK MIGRANT POWER FUND, FOUR FREEDOMS FUND, REPROJOBS, REPROJOBS REPRO WORKER AID PROGRAM, STATE INFRASTRUCTURE FUND, STATE INFRASTRUCTURE FUND COMMUNITY REDISTRICTING LITIGATION FUND, SILVER STATE VOICES, SILVER STATE VOICES ORGANIZATIONAL DEVELOPMENT PL | $1,150,000 | FLOOR |
| NEW AMERICAN LEADERS | ||||||||
| 530 7TH AVENUE FLOOR M1 | NEW YORK | NY | 10018 | N/A | PC | FUNDS WILL BE ALLOCATED AS FOLLOWED: 75K FOR THE ARIZONA OPERATIONS AND 75K FOR THE NEVADA OPERATIONS | $150,000 | |
| NEW MEXICO BLACK LEADERSHIP COUNCIL | ||||||||
| 1258 ORTIZ SE SUITE 304 | ALBUQUERQUE | NM | 87108 | N/A | PC | THE NEW MEXICO BLACK VOTERS COLLABORATIVE | $60,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | CENSUS EQUITY INITIATIVE PROJECT | $30,000 | 300 |
| NORTH COUNTRY PRENATALPERINATAL COUNCIL INC | ||||||||
| 200 WASHINGTON STREET SUITE 300 | WATERTOWN | NY | 13601 | N/A | PC | 2021-2022 WISE MINI-GRANT | $50,000 | |
| NORTH MAIN STREET FUND | ||||||||
| 114 NORTH MAIN STREET SUITE 203 | CONCORD | NH | 03301 | N/A | PC | SOMOS VOTANTES | $100,000 | |
| NORTHWEST ABORTION ACCESS FUND | ||||||||
| 4325 COMMERCE STREET SUITE 111-433 | EUGENE | OR | 97402 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| NUESTRA CASA DE EAST PALO ALTO | ||||||||
| 2396 UNIVERSITY AVENUE | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| ONE ARIZONA | ||||||||
| 345 E PALM LANE | PHOENIX | AZ | 85004 | N/A | PC | GENERAL SUPPORT, ARIZONA FAIR ELECTIONS ACT BALLOT TABLE COORDINATION EFFORTS, INCLUDING COMMUNICATION AND LITIGATION, AZ AANHPI FOR EQUITY COALITION, ARIZONA DEMOCRACY RESOURCE CENTER | $340,000 | |
| ONE EAST PALO ALTO | ||||||||
| 903 WEEKS STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| ONEJUSTICE | ||||||||
| 433 CALIFORNIA STREET SUITE 815 | SAN FRANCISCO | CA | 941042012 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| PANGEA LEGAL SERVICES | ||||||||
| 391 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| PENINSULA CONFLICT RESOLUTION CENTER | ||||||||
| 1670 S AMPHLETT BOULEVARD SUITE 115 | SAN MATEO | CA | 94402 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| PENINSULA FAMILY SERVICE | ||||||||
| 24 SECOND AVENUE | SAN MATEO | CA | 944013828 | N/A | PC | POLICING IN SAN MATEO: DATA, IMPACT, AND DISCUSSION EVENT SERIES | $90,000 | |
| PILIPINO BAYANIHAN RESOURCE CENTER | ||||||||
| 200 NORTHGATE AVENUE | DALY CITY | CA | 94015 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PLANNED PARENTHOOD MAR MONTE INC | ||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 951262203 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| POWER COALITION FOR EQUITY & JUSTICE | ||||||||
| 4930 WASHINGTON AVENUE SUITE E | NEW ORLEANS | LA | 70125 | N/A | PC | GENERAL SUPPORT | $13,000 | |
| PRESERVING AFFORDABLE HOUSING LONGTERM | ||||||||
| 810 GREEN STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| PRO BONO NET INC | ||||||||
| 151 W 30TH STREET SIXTH FLOOR | NEW YORK | NY | 100014018 | N/A | PC | IMMIGRATION ADVOCATES NETWORK'S CITIZENSHIP WORKS PROGRAM | $100,000 | |
| PROGRESSIVE LEADERSHIP ALLIANCE OF NEVADA | ||||||||
| 2330 PASEO DEL PRADO SUITE C109 | LAS VEGAS | NV | 89102 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| PUBLIC ALLIES INC | ||||||||
| 4930 WASHINGTON AVE SUITE E | NEW ORLEANS | LA | 70125 | N/A | PC | POWER COALITION FOR EQUITY AND JUSTICE | $160,000 | |
| PUENTE DE LA COSTA SUR | ||||||||
| PO BOX 554 | PESCADERO | CA | 940600554 | N/A | PC | GENERAL SUPPORT | $110,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 940260396 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| RAVENSWOOD FAMILY HEALTH CENTER | ||||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 943031611 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| REBUILDING TOGETHER PENINSULA | ||||||||
| 841 KAYNYNE STREET | REDWOOD CITY | CA | 940633000 | N/A | PC | GENERAL SUPPORT AND DEI STAFF TRAINING | $100,000 | |
| REDWOOD CITY ELEMENTARY | ||||||||
| 750 BRADFORD STREET | REDWOOD CITY | CA | 940631727 | N/A | GOV | REDWOOD CITY COMMUNITY SCHOOLS | $150,000 | |
| RURAL ARIZONA ENGAGEMENT | ||||||||
| 345 W CENTRAL AVENUE SUITE 4 | COOLIDGE | AZ | 85128 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||||
| 335 GEORGE STREET SUITE 4000 | NEW BRUNSWICK | NJ | 08901 | N/A | PC | ANSWER'S FOUNDATIONS: CORE SKILLS TRAINING INITIATIVE, ANSWER, RUTGERS UNIVERSITY | $150,000 | |
| SAMARITAN HOUSE | ||||||||
| 4031 PACIFIC BOULEVARD | SAN MATEO | CA | 94403 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| SAN FRANCISCO FOUNDATION | ||||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | STATE HOUSING BOND COALITION | $50,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 951252113 | N/A | PC | GENERAL SUPPORT | $260,000 | |
| SIECUS | ||||||||
| 1012 14TH STREET NW SUITE 1108 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 1001 AVENUE OF THE AMERICAS TWELFTH | NEW YORK | NY | 10018 | N/A | PC | SAN MATEO COUNTY COVID-19 RECOVERY | $50,000 | FLOOR |
| SOCIAL GOOD FUND | ||||||||
| 12651 SAN PABLO AVENUE | RICHMOND | CA | 948054099 | N/A | PC | IMMIGRANT DEFENSE ADVOCATES | $55,000 | |
| SOMOS UN PUEBLO UNIDO | ||||||||
| 1804 ESPINACITAS STREET | SANTA FE | NM | 87505 | N/A | PC | NEW MEXICO ORGANIZING COLLABORATIVE | $200,000 | |
| SOUTHERN POVERTY LAW CENTER INC | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 361010548 | N/A | PC | IMMIGRANT RIGHTS | $50,000 | |
| SOUTHWEST ORGANIZING PROJECT | ||||||||
| 211 10TH STREET SW | ALBUQUERQUE | NM | 87102 | N/A | PC | FOR THE PUBLIC ACTION ALLIANCE | $210,000 | |
| STARVISTA | ||||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 940703070 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| STATE VOICES | ||||||||
| 1616 P STREET NW SUITE 220 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| SUSTAINABLE CONSERVATION | ||||||||
| 98 BATTERY STREET SUITE 302 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| TAHIRIH JUSTICE CENTER | ||||||||
| 6402 ARLINGTON BOULEVARD SUITE 300 | FALLS CHURCH | VA | 220422333 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| TECHEQUITY COLLABORATIVE | ||||||||
| 1120 PINE STREET | MARTINEZ | CA | 94553 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| TEEN HEALTH MISSISSIPPI | ||||||||
| 125 SOUTH CONGRESS STREET SUITE | JACKSON | MS | 392013301 | N/A | PC | GENERAL SUPPORT | $95,000 | 1510 |
| TEWA WOMEN UNITED | ||||||||
| PO BOX 397 | SANTA CRUZ | NM | 875670397 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| THE FOUNDATION FOR CITY COLLEGE | ||||||||
| 160 CONVENT AVENUE SHEPARD 154 | NEW YORK | NY | 10031 | N/A | PC | ACRIVOS FELLOWSHIP, A.X. SCHMIDT SCHOLARSHIPS | $150,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 222031637 | N/A | PC | FOR THE CALIFORNIA OPERATIONS | $150,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | ||||||||
| 101 SPROUL HALL SUITE 4206 | BERKELEY | CA | 947204206 | N/A | PC | RICHARD M. SCHEFFLER'S RESEARCH ON HEALTHCARE MARKET | $300,000 | |
| THE US CLIMATE ACTION NETWORK | ||||||||
| 50 F STREET NW EIGHTH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | ARM IN ARM PROJECT | $550,000 | |
| THRIVE ALLIANCE | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 155 | REDWOOD CITY | CA | 94065 | N/A | PC | ELECTION EDUCATION TOOLKIT | $40,000 | |
| TIDES CENTER | ||||||||
| PO BOX 889385 | LOS ANGELES | CA | 900889385 | N/A | PC | FOR THE HAAS LEADERSHIP INITIATIVES GROVE LEADERPOWER COLLABORATIVE | $25,000 | |
| TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | N/A | PC | ADVANCE NATIVE POLITICAL LEADERSHIP | $70,000 | |
| TO NIZHONI ANI | ||||||||
| PO BOX 657 | KYKOTSMOVI | AZ | 860390657 | N/A | PC | GENERAL SUPPORT | $270,000 | |
| TRAILHEAD INSTITUTE | ||||||||
| 999 BROADWAY SUITE 600 | DENVER | CO | 80202 | N/A | PC | GENERAL SUPPORT | $165,000 | |
| TRANS QUEER PUEBLO | ||||||||
| 1726 E ROOSEVELT STREET | PHOENIX | AZ | 85006 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| UNIVERSITY OF CALIFORNIA HASTINGS FOUNDATION | ||||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 941024978 | N/A | PC | THE SOURCE ON HEALTHCARE PRICE AND COMPETITION, A PROJECT OF THE UNIVERSITY OF CALIFORNIA HASTINGS COLLEGE OF LAW | $200,000 | |
| UPLIFT FOUNDATION OF NEVADA | ||||||||
| PO BOX 271701 | LAS VEGAS | NV | 89127 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| VOTE SOLAR | ||||||||
| 360 22ND STREET SUITE 730 | OAKLAND | CA | 946123026 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| WEST FUND | ||||||||
| PO BOX 920088 | EL PASO | TX | 79902 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| WILD WEST ACCESS FUND OF NEVADA | ||||||||
| 561 KEYSTONE AVENUE SUITE 398 | RENO | NV | 89503 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WOMEN ENGAGED | ||||||||
| 352 UNIVERSITY AVENUE SW SUITE | ATLANTA | GA | 30310 | N/A | PC | GENERAL SUPPORT | $60,000 | N-120 |
| WOMEN'S REFUGEE COMMISSION | ||||||||
| 15 W 37TH STREET NINTH FLOOR | NEW YORK | NY | 10018 | N/A | PC | #WELCOMEWITHDIGNITY PROGRAM | $50,000 | |
| YES IN MY BACK YARD | ||||||||
| 1260 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | HOUSING ELEMENT WORK | $40,000 | |
| YOUTH LEADERSHIP INSTITUTE | ||||||||
| 155 9TH STREET | SAN FRANCISCO | CA | 941032620 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| YOUTH UNITED FOR COMMUNITY ACTION | ||||||||
| 2135 CLARKE AVENUE | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,282,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA IMMIGRANT POLICY CENTER | ||||||||
| 634 S SPRING STREET SUITE 600A | LOS ANGELES | CA | 900143906 | N/A | PC | GENERAL SUPPORT | $110,000 | |
| CENTRAL CALIFORNIA ENVIRONMENTAL JUSTICE NETWORK | ||||||||
| 930 TRUXTUN AVE STE 102 | BAKERSFIELD | CA | 93301 | N/A | GOV | GENERAL SUPPORT | $225,000 | |
| COASTSIDE HOPE | ||||||||
| PO BOX 1089 | EL GRANADA | CA | 940181089 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| COMMUNITIES FOR A BETTER ENVIRONMENT | ||||||||
| 6325 PACIFIC BOULEVARD SUITE 300 | HUNTINGTON PARK | CA | 902554100 | N/A | PC | GENERAL SUPPORT | $187,500 | |
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC | ||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $135,000 | |
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | ||||||||
| PO BOX 5090 | SAN MATEO | CA | 94403 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| GEORGIA COALITION FOR THE PEOPLES AGENDA | ||||||||
| 501 PULLIAM STREET SUITE 410 | ATLANTA | GA | 30312 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| ONE BATTERY PARK PLAZA FOURTH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $80,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101680002 | N/A | PC | GENERAL SUPPORT, PATHWAYS TO CITIZENSHIP AND STATUS | $400,000 | |
| JOBTRAIN INC | ||||||||
| 1200 O BRIEN DRIVE | MENLO PARK | CA | 940251413 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| LEGAL AID SOCIETY OF SAN MATEO CO | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 123 | REDWOOD CITY | CA | 94065 | N/A | PC | LIBRE PROJECT | $157,500 | |
| MARCH ON MARYLAND INC | ||||||||
| 215 WATTS BRANCH PARKWAY | ROCKVILLE | MD | 20850 | N/A | PC | THE FUTURE COALITION | $200,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS TWELFTH | NEW YORK | NY | 10018 | N/A | PC | FOR THE FOUR FREEDOMS FUND, FOR THE STATE INFRASTRUCTURE FUND | $550,000 | FLOOR |
| ONE EAST PALO ALTO | ||||||||
| 903 WEEKS STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| ONEJUSTICE | ||||||||
| 433 CALIFORNIA STREET SUITE 815 | SAN FRANCISCO | CA | 941042012 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| PANGEA LEGAL SERVICES | ||||||||
| 391 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| POWER COALITION FOR EQUITY & JUSTICE | ||||||||
| 4930 WASHINGTON AVENUE SUITE E | NEW ORLEANS | LA | 70125 | N/A | PC | POWER COALITION FOR EQUITY AND JUSTICE | $100,000 | |
| PUENTE DE LA COSTA SUR | ||||||||
| PO BOX 554 | PESCADERO | CA | 940600554 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| REDWOOD CITY ELEMENTARY | ||||||||
| 750 BRADFORD STREET | REDWOOD CITY | CA | 940631727 | N/A | GOV | REDWOOD CITY COMMUNITY SCHOOLS | $150,000 | |
| SOCIAL GOOD FUND | ||||||||
| 12651 SAN PABLO AVENUE | RICHMOND | CA | 948054099 | N/A | PC | IMMIGRANT DEFENSE ADVOCATES | $50,000 | |
| THE FOUNDATION FOR CITY COLLEGE | ||||||||
| 160 CONVENT AVENUE SHEPARD 154 | NEW YORK | NY | 10031 | N/A | PC | ACRIVOS FELLOWSHIP, A.X. SCHMIDT SCHOLARSHIPS | $150,000 | |
| UPLIFT FOUNDATION OF NEVADA | ||||||||
| PO BOX 271701 | LAS VEGAS | NV | 89127 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| WOMEN ENGAGED | ||||||||
| 352 UNIVERSITY AVENUE SW SUITE | ATLANTA | GA | 30310 | N/A | PC | GENERAL SUPPORT | $50,000 | N-120 |
| YOUTH UNITED FOR COMMUNITY ACTION | ||||||||
| 2135 CLARKE AVENUE | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,360,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,035,432 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,417 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,288 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,552,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,740,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,740,613 | 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 | Yes (1) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| GROVE ACTION FUND | ||
| 1b(6) | $1,139,055 | GROVE ACTION FUND PROVIDES THE FOUNDATION PROFESSIONAL SERVICES, INCLUDING ACCOUNTING, INVESTMENT ADVICE, CONSULTING, INFORMATION TECHNOLOGY, OFFICE MANAGEMENT AND HUMAN RESOURCES, AT NO COST TO THE FOUNDATION. |
| GROVE ACTION FUND | ||
| 1c | $288,754 | GROVE ACTION FUND PROVIDES THE FOUNDATION ACCESS TO THE FUND'S OFFICE SPACE AND OFFICE EQUIPMENT AT NO COST TO THE FOUNDATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROVE ACTION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(4) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,600 | Amt |
| Net Investment Income | $3,860 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,740 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CALIFORNIA REBUILDING FUND: THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF CA ECONOMY. | $417,560 |
| GRID ALTERNATIVES: DEVELOP AND IMPLEMENT SOLAR PROJECTS THAT SERVE FRONTLINE COMMUNITIES. UTILIZING A PEOPLE-FIRST MODEL, GRID ALTERNATIVES PARTNERS WITH AFFORDABLE HOUSING ORGANIZATIONS, GOVERNMENT AGENCIES, MUNICIPALITIES, UTILITIES, AND LOCAL COMMUNITIES. | $386,890 |
| PEOPLE'S LAND CAPITAL (DIRT CAPITAL): TO SUPPORT RANCHO CORRALITOS, LLC, WHICH WAS ORGANIZED TO ACQUIRE A 177-ACRE PARCEL OF ORGANIC FARMLAND IN WATSONVILLE, CA, AND TRANSITION OWNERSHIP OF THE PROPERTY OVER TIME TO A GROUP OF FIRST AND SECOND GENERATION IMMIGRANT ORGANIC FARMERS AT A REDUCED COST. | $250,000 |
| INGENUITY POWER: THE WORKING POWER IMPACT FUND IS AN INVESTMENT VEHICLE DEDICATED SOLELY TO FOSTERING SCALED DEPLOYMENT OF COMMUNITY-BASED, CLEAN ECONOMY ASSETS THAT CENTER ECONOMIC EMPOWERMENT, LOCAL OWNERSHIP, & DIRECT COMMUNITY BENEFITS WITHIN ALL ASPECTS OF CONSTRUCTION, OWNERSHIP, & OPERATIONS. | $250,000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Address Line2USAddress/AddressLine2Txt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ECOTRUST FOREST LLC | |||||||||||
| 721 NW NINTH AVENUE SUITE 230 | PORTLAND | OR | 97209 | 2019-10-29 | $1,500,000 | LOAN MADE AT BELOW-MARKET INTEREST RATE TO SUPPORT CONSERVATION-BASED FOREST MANAGEMENT STRATEGIES WITH A KEY AIM BEING TO MITIGATE CLIMATE CHANGE. | $1,500,000 | NONE | 04/30/2020, 05/10/2021, 5/2/2022 | ||
| MISSION DRIVEN FINANCE LLC | |||||||||||
| 2245 SAN DIEGO AVENUE 121 | SAN DIEGO | CA | 92110 | 2020-07-31 | $150,000 | LOAN MADE AT BELOW-MARKET INTEREST RATE TO PROVIDE RAPID AND CRITICAL FINANCING TO POST BONDS TO FREE IMMIGRANTS WHO ARE IN IMMIGRATION DETENTION. | $150,000 | NONE | 02/12/2021,3/2/2022,5/31/2022,8/30/2022 | ||
| CALIFORNIA REBUILDING FUND - G-SPV | |||||||||||
| 1901 S BASCOM AVE SUITE 105 | CAMPBELL | CA | 95008 | 2020-12-15 | $500,000 | THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. | $500,000 | NONE | 07/16/2021, 9/30/2022 | ||
| CALIFORNIA REBUILDING FUND - B-SPV | |||||||||||
| 1901 S BASCOM AVE SUITE 105 | CAMPBELL | CA | 95008 | 2022-09-02 | $417,560 | THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. | $417,560 | NONE | 9/30/2022 | ||
| SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND CLASS B | |||||||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | 2021-05-24 | $78,462 | THE SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND WAS CREATED BY COMMUNITY LENDERS IN THE SOUTHERN AND SOUTHEASTERN UNITED STATES TO PROVIDE ECONOMIC RECOVERY LOANS AND FREE BUSINESS ASSISTANCE TO SMALL BUSINESSES AND NONPROFITS FACING UNPRECEDENTED HEALTH AND ECONOMIC CHALLENGES. THE LOANS ARE DESIGNED TO REACH BUSINESSES AND NONPROFITS WITH 50 OR FEWER FULL-TIME EQUIVALENT EMPLOYEES AND HISTORICALLY UNDERSERVED BUSINESSES, INCLUDING THOSE IN LOW-INCOME AND RURAL COMMUNITIES AND BUSINESSES OWNED BY WOMEN AND PEOPLE OF COLOR. THROUGH THIS RECOVERY, THESE ORGANIZATIONS ARE CRITICAL TO PROVIDING JOBS AND RESOURCES TO COMMUNITIES ACROSS THE REGION. | $78,462 | NONE | 09/30/2021, 1/11/2022 | ||
| SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND CLASS B | |||||||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | 2021-10-07 | $421,538 | THE SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND WAS CREATED BY COMMUNITY LENDERS IN THE SOUTHERN AND SOUTHEASTERN UNITED STATES TO PROVIDE ECONOMIC RECOVERY LOANS AND FREE BUSINESS ASSISTANCE TO SMALL BUSINESSES AND NONPROFITS FACING UNPRECEDENTED HEALTH AND ECONOMIC CHALLENGES. THE LOANS ARE DESIGNED TO REACH BUSINESSES AND NONPROFITS WITH 50 OR FEWER FULL-TIME EQUIVALENT EMPLOYEES AND HISTORICALLY UNDERSERVED BUSINESSES, INCLUDING THOSE IN LOW-INCOME AND RURAL COMMUNITIES AND BUSINESSES OWNED BY WOMEN AND PEOPLE OF COLOR. THROUGH THIS RECOVERY, THESE ORGANIZATIONS ARE CRITICAL TO PROVIDING JOBS AND RESOURCES TO COMMUNITIES ACROSS THE REGION. | $421,538 | NONE | 1/11/2022 | ||
| NAVAJO POWER | |||||||||||
| 2700 WOODLANDS VILLAGE BLVD SUITE | FLAGSTAFF | AZ | 86001 | 2021-09-30 | $750,000 | FOUNDED IN 2018 AS A MAJORITY NATIVE-OWNED PUBLIC BENEFIT CORPORATION, NAVAJO POWER DEVELOPS UTILITY-SCALE CLEAN ENERGY PROJECTS. ITS PRIMARY FOCUS IN PROJECT DEVELOPMENT IS PRIORITIZING THE NEEDS OF THE TRIBAL COMMUNITIES WHERE IT WORKS, INCLUDING TAKING INTO ACCOUNT TRADITIONAL PRACTICES AND USES OF THE LAND WHEN SITING AND DESIGNING PROJECTS. NAVAJO POWER WORKS PROACTIVELY TO CREATE OPPORTUNITIES FOR TRIBAL MEMBERS TO PARTICIPATE IN THE PROJECT'S FINANCING, DEVELOPMENT, AND OPERATION, BENEFITING DIRECTLY FROM THE JOBS, REVENUE, AND ELECTRICITY THE PROJECTS CREATE. | $750,000 | NONE | 08/13/2021, 11/21/2021, 3/8/2022, 4/11/2022, 5/20/2022 | 300-380 | |
| RURAL COMMUNITY ASSISTANCE CORP | |||||||||||
| 3120 FREEBOARD DR | WEST SACRAMENTO | CA | 95691 | 2018-09-06 | $500,000 | TO SUPPORT THE RAINMAKERS INVESTMENT COLLABORATIVE, A COORDINATED GROUP OF IMPACT INVESTORS COMMITTED TO INCREASING INVESTMENT IN NATIVE COMMUNITIES IN THE AMERICAN SOUTHWEST. BY SUPPORTING NATIVE ENTREPRENEURS AND INVESTING IN VITAL COMMUNITY DEVELOPMENT PROJECTS, IT AIMS TO STIMULATE ECONOMIC GROWTH, PROMOTE SUSTAINABILITY, AND ADDRESS THE BASIC NEEDS OF TRIBAL COMMUNITIES. | $500,000 | NONE | 9/30/2022, 4/11/2022, 5/9/2022, 5/12/2022, 8/24/2022 | ||
| GRID ALTERNATIVES | |||||||||||
| 1171 OCEAN AVE UNIT 200 | OAKLAND | CA | 94608 | 2021-08-20 | $386,890 | DEVELOP AND IMPLEMENT SOLAR PROJECTS THAT SERVE FRONTLINE COMMUNITIES. UTILIZING A PEOPLE-FIRST MODEL, GRID ALTERNATIVES PARTNERS WITH AFFORDABLE HOUSING ORGANIZATIONS, GOVERNMENT AGENCIES, MUNICIPALITIES, UTILITIES, AND LOCAL COMMUNITIES TO BUILD COMMUNITY-POWERED SOLUTIONS TO ADVANCE ECONOMIC AND ENVIRONMENTAL JUSTICE THROUGH RENEWABLE ENERGY. | $386,890 | NONE | 12/3/2021, 5/9/2022, 9/6/2022 | ||
| IRC'S CENTER FOR ECONOMIC OPPORTUNITY | |||||||||||
| PO BOX 152188 | SAN DIEGO | CA | 92195 | 2021-11-15 | $500,000 | FORMED BY A PARTNERSHIP BETWEEN THE INTERNATIONAL RESCUE COMMITTEES CENTER FOR ECONOMIC OPPORTUNITY (IRC-CEO) AND THE REFUGEE INVESTMENT NETWORK (RIN), THE SOCIAL IMPACT FUND PROVIDES FINANCIAL ACCESS AND INCLUSION TO HUNDREDS OF IMMIGRANTS AND REFUGEES ACROSS THE UNITED STATES TO HELP NEW AMERICANS ESTABLISH A FINANCIAL FOOTHOLD. FUNDS WILL HELP BORROWERS SOURCE CREDIT-BUILDING, AUTO, EDUCATION, AND ACCESS ENTREPRENEURIAL CAPITAL TO START SMALL BUSINESSES | $500,000 | NONE | 2/16/2022, 3/23/2022, 5/17/2022 | ||
| PEOPLE'S LAND CAPITAL (DIRT CAPITAL) | |||||||||||
| 1428 FRANKLIN STREET | OAKLAND | CA | 94612 | 2021-12-06 | $250,000 | TO SUPPORT RANCHO CORRALITOS, LLC, WHICH WAS ORGANIZED TO ACQUIRE A 177-ACRE PARCEL OF ORGANIC FARMLAND IN WATSONVILLE, CALIFORNIA, AND TRANSITION OWNERSHIP OF THE PROPERTY OVER TIME TO A GROUP OF FIRST- AND SECOND-GENERATION IMMIGRANT LATINO IMMIGRANT ORGANIC FARMERS AT A REDUCED COST. THIS PROJECT REPRESENTS A UNIQUE OPPORTUNITY TO INCREASE EQUITABLE LAND ACCESS FOR LATINO FARMERS TO HIGH-QUALITY FARMLAND AND PROMOTE LONG-TERM LAND STABILITY IN THE CENTRAL COAST REGION OF CALIFORNIA. | $250,000 | NONE | |||
| INGENUITY POWER | |||||||||||
| 213 S 24TH STREET | PHILADELPHIA | PA | 19103 | 2022-07-14 | $250,000 | THE WORKING POWER IMPACT FUND IS AN INVESTMENT VEHICLE DEDICATED SOLELY TO FOSTERING SCALED DEPLOYMENT OF COMMUNITY-BASED, CLEAN ECONOMY ASSETS THAT CENTER ECONOMIC EMPOWERMENT, LOCAL OWNERSHIP, AND DIRECT COMMUNITY BENEFITS WITHIN ALL ASPECTS OF CONSTRUCTION, OWNERSHIP, AND OPERATIONS. | $250,000 | NONE | |||
| CATCHAFIRE INC | |||||||||||
| 31 EAST 32ND STREET 1001 | NEW YORK | NY | 10016 | 2022-04-05 | $94,500 | FOR THE CATCHAFIRE PLATFORM, AN ONLINE CAPACITY-BUILDING TOOL, THAT CONNECTS NONPROFIT ORGANIZATIONS WITH A NETWORK OF PROFESSIONAL VOLUNTEERS LOOKING TO DONATE THEIR SKILLS. | $94,500 | NONE | 2/9/2022 | THE ORGANIZATION USED FUNDS GRANTED FOR THE STATED PURPOSES. | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (50 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO | $146,417 | $146,417 |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $150,579 | $150,579 |
| ABBVIE INC | $133,209 | $133,209 |
| AFRICAN DEVELOPMENT BANK | $83,911 | $83,911 |
| SALESFORCE.COM INC | $134,636 | $134,636 |
| SEMPRA ENERGY | $136,893 | $136,893 |
| WALT DISNEY CO | $197,265 | $197,265 |
| SIMON PROPERTY GROUP LP | $148,115 | $148,115 |
| APPLE INC | $474,502 | $474,502 |
| AON CORP | $130,470 | $130,470 |
| STARBUCKS CORP | $55,971 | $55,971 |
| STATE STREET CORP | $148,202 | $148,202 |
| ALEXANDRIA REAL ESTATE EQUITIES INC | $62,596 | $62,596 |
| TRUIST FINANCIAL CORP | $304,768 | $304,768 |
| ANHEUSER-BUSCH INBEV WORLDWIDE INC | $132,679 | $132,679 |
| AMGEN INC | $138,658 | $138,658 |
| ALPHABET INC | $449,731 | $449,731 |
| PROLOGIS LP | $120,569 | $120,569 |
| AMERICAN TOWER CORP | $69,579 | $69,579 |
| AMERICAN HONDA FINANCE CORP | $140,934 | $140,934 |
| TORONTO-DOMINION BANK | $152,201 | $152,201 |
| VERIZON COMMUNICATIONS INC | $128,258 | $128,258 |
| AIR PRODUCTS AND CHEMICALS | $217,570 | $217,570 |
| EUROPEAN INVESTMENT BANK | $1,150,918 | $1,150,918 |
| PNC FINANCIAL SERVICES GROUP | $628,537 | $628,537 |
| LOWE'S COS INC | $27,955 | $27,955 |
| AT&T INC | $142,570 | $142,570 |
| LOCAL INITIATIVES SUPPORT CORP | $397,209 | $397,209 |
| LINCOLN NATIONAL CORP | $62,595 | $62,595 |
| XCEL ENERGY INC | $62,034 | $62,034 |
| JPMORGAN CHASE & CO FXD | $199,803 | $199,803 |
| CVS HEALTH CORP | $133,027 | $133,027 |
| HOME DEPOT INC | $330,018 | $330,018 |
| ELEVANCE HEALTH INC | $99,060 | $99,060 |
| EQUINIX INC | $62,651 | $62,651 |
| COMCAST CORP | $208,318 | $208,318 |
| MARSH & MCLENNAN COS INC | $148,282 | $148,282 |
| CARRIER GLOBAL CORP | $75,025 | $75,025 |
| EVERSOURCE ENERGY | $136,482 | $136,482 |
| BANK OF AMERICA CORP | $191,751 | $191,751 |
| BANK OF MONTREAL | $226,192 | $226,192 |
| BANK OF NEW YORK MELLON CORP FXD | $202,363 | $202,363 |
| BANK OF NOVA SCOTIA | $223,997 | $223,997 |
| NORTHROP GRUMMAN CORP | $128,738 | $128,738 |
| NEXTERA ENERGY CAPITAL HOLDINGS INC | $109,039 | $109,039 |
| CITIGROUP INC | $621,301 | $621,301 |
| MORGAN STANLEY | $121,198 | $121,198 |
| BOSTON PROPERTIES LP | $49,472 | $49,472 |
| MERCK & CO INC | $202,706 | $202,706 |
| CALVERT IMPACT CAPITAL INC | $1,009,730 | $1,009,730 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LHC GROUP INC | $78,720 | $78,720 |
| ORMAT TECHNOLOGIES INC | $59,306 | $59,306 |
| OMNICELL INC | $60,573 | $60,573 |
| NXP SEMICONDUCTORS NV | $94,259 | $94,259 |
| NOVO-NORDISK A S ADR | $67,948 | $67,948 |
| NIKE INC. CLASS B | $51,784 | $51,784 |
| NEW YORK TIMES CO-A | $63,423 | $63,423 |
| MICROSOFT CORP | $309,757 | $309,757 |
| MERCK & CO INC | $86,034 | $86,034 |
| MEDTRONIC PLC | $57,656 | $57,656 |
| MCCORMICK & CO-NON VTG SHRS | $65,070 | $65,070 |
| MASTERCARD INC-CLASS A | $137,621 | $137,621 |
| LULULEMON ATHLETICA INC | $65,976 | $65,976 |
| LPL FINANCIAL HOLDINGS INC | $109,022 | $109,022 |
| LAMB WESTON HOLDING INC | $110,499 | $110,499 |
| JONES LANG LASALLE INC | $47,285 | $47,285 |
| J B HUNT TRANSPORT SERVICES INC | $79,774 | $79,774 |
| IQVIA HOLDINGS INC | $74,086 | $74,086 |
| IPG PHOTONICS CORP | $44,790 | $44,790 |
| INTL FLAVORS & FRAGRANCES | $44,416 | $44,416 |
| HOME DEPOT INC | $112,584 | $112,584 |
| HEXCEL CORP | $49,341 | $49,341 |
| PALO ALTO NETWORKS INC | $119,403 | $119,403 |
| PAYCOM SOFTWARE INC | $47,849 | $47,849 |
| PNC FINANCIAL SERVICES GROUP | $83,974 | $83,974 |
| FIRST SOLAR INC | $146,952 | $146,952 |
| WOLFSPEED INC COM | $70,905 | $70,905 |
| WEST PHARMACEUTICAL SVCS INC | $35,189 | $35,189 |
| WALT DISNEY CO | $41,034 | $41,034 |
| WABTEC CORP | $79,316 | $79,316 |
| V.F. CORPORATION | $19,651 | $19,651 |
| UNITED PARCEL SERVICE-CL B | $59,770 | $59,770 |
| UNILEVER N V ADR | $91,187 | $91,187 |
| TRAVELERS COMPANIES INC. | $138,646 | $138,646 |
| TRANE TECHNOLOGIES PLC | $75,591 | $75,591 |
| TRACTOR SUPPLY CO | $77,326 | $77,326 |
| TJX COMPANIES INC | $109,455 | $109,455 |
| THERMO FISHER SCIENTIFIC INC | $72,021 | $72,021 |
| TETRA TECH INC | $80,845 | $80,845 |
| TARGET CORPORATION | $75,234 | $75,234 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $46,689 | $46,689 |
| SVB FINANCIAL GROUP | $90,996 | $90,996 |
| STRYKER CORPORATION | $45,166 | $45,166 |
| STARBUCKS CORP | $75,665 | $75,665 |
| SOLAREDGE TECHNOLOGIES | $42,357 | $42,357 |
| SBA COMMUNICATIONS CORP | $93,935 | $93,935 |
| QUEST DIAGNOSTICS INC | $61,590 | $61,590 |
| PROCTER & GAMBLE CO | $105,798 | $105,798 |
| PAYPAL HOLDINGS INC | $81,680 | $81,680 |
| FIRST REPUBLIC BANK | $95,954 | $95,954 |
| XYLEM INC | $69,014 | $69,014 |
| AVALONBAY COMMUNITIES INC | $64,098 | $64,098 |
| ASML HOLDING NV F | $66,456 | $66,456 |
| BALL CORPORATION | $38,124 | $38,124 |
| BANK OF AMERICA CORP | $123,518 | $123,518 |
| APPLE INC | $275,709 | $275,709 |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | $32,918 | $32,918 |
| ANSYS INC | $55,647 | $55,647 |
| AMERICAN WATER WORKS CO INC | $97,880 | $97,880 |
| ALPHABET INC CLASS A | $327,123 | $327,123 |
| COSTCO WHOLESALE CORP | $117,595 | $117,595 |
| ECOLAB INC | $71,343 | $71,343 |
| ETSY INC | $31,541 | $31,541 |
| ACCENTURE PLC CLASS A | $100,862 | $100,862 |
| ADOBE INC | $48,986 | $48,986 |
| ELEVANCE HEALTH INC | $104,475 | $104,475 |
| EATON CORP PLC | $109,622 | $109,622 |
| AFLAC INCORPORATED | $98,125 | $98,125 |
| ASTRAZENECA PLC SPONS ADR | $106,225 | $106,225 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $25,771,586 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $25,771,586 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $9,626,371 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $9,626,371 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LBA REALTY FUND IV, LP | FMV | $114,299 | $114,299 |
| LEGACY VENTURE V (QP), LLC | AT COST | $785,193 | $1,279,863 |
| LEGACY VENTURE VI (QP), LLC | AT COST | $1,034,213 | $4,728,939 |
| VENTURE LENDING AND LEASING VII, LLC | AT COST | $43,693 | $233,100 |
| MONTAGE CAPITAL II, L.P. | AT COST | $473,274 | $661,635 |
| MICROVEST | FMV | $2,149,090 | $2,149,090 |
| LBA REALTY FUND II, INC. | FMV | $542,928 | $542,928 |
| BOSTON COMMON INTERNATIONAL SUSTAINABLE CLIMATE FUND LLC | FMV | $3,521,077 | $3,521,077 |
| LBA REALTY FUND III, INC. | FMV | $529,623 | $529,623 |
| LBA REALTY FUND I, INC. | FMV | $153,348 | $153,348 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $45,969 | LegalFeesAmt |
| Net Investment Income | $36,131 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,838 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (20 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLOOMLIFE INC NOTE | $150,000 | $150,000 | $150,000 |
| ECOTRUST FOREST, LLC | $1,200,000 | $1,200,000 | $1,200,000 |
| GRAY PINE LOAN | $2,850,000 | $0 | $0 |
| HOUSING TRUST OF SILICON VALLEY NOTE | $2,000,000 | $2,000,000 | $2,000,000 |
| MISSION DRIVEN FINANCE, LLC | $109,441 | $108,426 | $108,426 |
| NAVAJO POWER LOAN | $562,500 | $562,500 | $562,500 |
| RECOVERABLE GRANT | $150,000 | $233,065 | $233,065 |
| RURAL COMMUNITY ASSISTANCE CORPORATION NOTE | $450,000 | $450,000 | $450,000 |
| POSIGEN | $637,500 | $675,000 | $675,000 |
| SOLAR HOLLER | $93,750 | $93,750 | $93,750 |
| CA REBUILDING FUND | $250,000 | $642,292 | $642,292 |
| SOAR CLASS A | $40,029 | $306,727 | $306,727 |
| SOAR CLASS B | $39,231 | $250,000 | $250,000 |
| ADASINA | $800,000 | $800,000 | $800,000 |
| COOPERATIVE ENERGY FUTURES CEF | $337,500 | $337,500 | $337,500 |
| GRID ALTERNATIVES | $0 | $309,512 | $309,512 |
| IRC'S CENTER FOR ECONOMIC OPPORTUNITY | $0 | $400,000 | $400,000 |
| DIRT CAPITAL | $0 | $200,000 | $200,000 |
| PIGEONLY | $0 | $200,000 | $200,000 |
| INGENUITY POWER LLC | $0 | $125,000 | $125,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSSES) ON INVESTMENTS | Desc |
| Amt | $6,560,491 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $63,920 | $0 | $63,920 |
| POSTAGE & SHIPPING | $686 | $0 | $686 |
| SUBSCRIPTIONS | $4,683 | $0 | $4,683 |
| WEB HOSTING | $343 | $0 | $343 |
| OTHER MISCELLANEOUS | $2,326 | $0 | $2,326 |
| TRAINING | $10,599 | $0 | $10,599 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $5,288 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36,074 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,288 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $30,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $455,791 | Amt |
| Net Investment Income | $398,828 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $56,963 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $101,052 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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