SUSTAINABLE GRANT MAKING PARTNERS FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SUSTAINABLE GRANT MAKING PARTNERS FUND (EIN 47-3287351)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349108322
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets 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 | 2023-11-15T15:08:48-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 473287351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sustainable Grant Making Partners Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUST | BusinessNameControlTxt |
| Phone | 4152889535 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Blackfield Drive 259 | AddressLine1Txt |
| City | Tiburon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Gold | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Steven | PersonFirstNm |
| Person Last | Gold | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Erik Satow | PreparerPersonNm |
| PTIN | P01410341 | PTIN |
| Phone | 4159830200 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $31,781,915 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $697 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $402,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $402,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,520,344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,520,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,520,344 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $55,486 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57,762 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,978,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,981,163 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $210,465 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $210,465 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $76,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $76,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,233 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,233 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $50,642 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,642 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,712 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,340 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $15,340 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,331 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,331 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61,264 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,175 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $495,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $359,544 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,636,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,636,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,131,948 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,995,544 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$153,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,865,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,920 | CashBOYAmt |
| Cash EOY | $642,084 | CashEOYAmt |
| Cash EOYFMV | $642,084 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,600,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,810,396 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,810,396 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $463,578 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $461,712 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,202,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,690,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,104,655 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $128,143 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $429,713 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $384,739 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,241,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,163,660 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,002,099 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $376,520 | OtherAssetsBOYAmt |
| Other Assets EOY | $376,230 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $376,230 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,629,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,576,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,781,915 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,629,333 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,576,272 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,629,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,576,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,629,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,576,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,629,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$153,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100,000 | OtherIncreasesAmt |
| Subtotal | $22,576,272 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,576,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Sale of Publicly Traded Securities | P | 2000-01-01 | 2022-12-31 | $1,437,625 | $1,437,625 | $1,437,625 |
| Capital Gain Distributions | P | 2000-01-01 | 2022-12-31 | $81,203 | $81,203 | $81,203 |
| Cap Gains from Psps - UBI | P | 2000-01-01 | 2022-12-31 | $1,516 | $1,516 | $1,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,520,344 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,931 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,931 | SubtotalAmt |
| Tax Based On Investment Income | $25,931 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,855 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $54,855 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $28,924 | OverpaymentAmt |
| Applied To ES Tax | $28,924 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven Gold | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152889535 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Blackfield Drive 259 | AddressLine1Txt |
| City | Tiburon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Steven Gold | |||||||
| 1 Blackfield Drive 259 | Tiburon | CA | 94920 | President | 30.00 | $131,000 | $71,965 |
| Aaron Gold | |||||||
| 1 Blackfield Drive 259 | Tiburon | CA | 94920 | Director | 0.10 | $7,500 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ronald Chu | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1007 General Kennedy Ave Ste 220 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Accountant | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 24.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $76,000 | CompensationAmt |
| Employee Benefits | $14,991 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,550,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $671,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,714,648 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,937,486 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $33,937,486 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $509,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,428,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,671,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,671,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,931 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,931 | TotalTaxAmt |
| Distributable Before Adj | $1,645,490 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,745,490 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,745,490 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,995,544 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,995,544 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,745,490 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,926,709 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,995,544 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,926,709 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,835 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,676,655 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Larkin Street Youth Services | |||||||
| 134 Golden Gate Avenue | San Francisco | CA | 94102 | N/A | PC | General Operating Support | $10,000 |
| SOAR for Youth | |||||||
| PO Box 1291 | Berkeley | CA | 94701 | N/A | PC | SOAR 2022 Program | $20,000 |
| Aim High | |||||||
| PO Box 410715 | San Francisco | CA | 94141 | N/A | PC | AIM High Summer Learning Program | $15,000 |
| Center for Investigative Reporting | |||||||
| PO Box 8307 | Emeryville | CA | 94662 | N/A | PC | InvestigativeReportingthatEnsuresaThriving&HealthyDemocracy | $20,000 |
| Center for Media Democracy | |||||||
| POBox259010 | Madison | WI | 53725 | N/A | PC | General Operating Support | $25,000 |
| Campaign Legal Center Inc | |||||||
| 1411 14th Street NW Ste 400 | Washington | DC | 20005 | N/A | PC | General Operating Support | $50,000 |
| The Brandeis School | |||||||
| 655 Brotherhood Way | San Francisco | CA | 94132 | N/A | PC | General Support | $1,000 |
| Earthjustice | |||||||
| 50 California Street | San Francisco | CA | 94111 | N/A | PC | General Operating Support | $35,000 |
| KQED | |||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | N/A | PC | General Support | $1,000 |
| Project on Government Oversight | |||||||
| 1100 13th St NW | Washington | DC | 20005 | N/A | PC | Accountability and Oversight Reforms to Protect Democracy | $25,000 |
| Oakland Public Education Fund | |||||||
| PO Box 27422 | Oakland | CA | 94602 | N/A | PC | Tech Exchange - General Support | $30,000 |
| CenterforBiologicalDiversity | |||||||
| POBox710 | Tucson | AZ | 85702 | N/A | PC | TheClimateLawInstitute | $25,000 |
| Reporter Committee for Freedom of P | |||||||
| 1156 15th Street NW Suite 1020 | Washington | DC | 20005 | N/A | PC | Advancing press freedom through pro bono legal support | $25,000 |
| SF-Marin Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | N/A | PC | General Support | $15,000 |
| Meals on Wheels San Francisco | |||||||
| 1375 Fairfax Avenue | San Francisco | CA | 94124 | N/A | PC | General Support | $15,000 |
| Alameda County Community Food Bank | |||||||
| PO Box 2599 | Oakland | CA | 94614 | N/A | PC | General Support | $15,000 |
| Redwood Empire Food Bank | |||||||
| 3990 Brickway Blvd | Santa Rosa | CA | 95403 | N/A | PC | General Support | $15,000 |
| Food Bank of Contra Costa Solano | |||||||
| 4010 Nelson Ave | Concord | CA | 94520 | N/A | PC | General Operating Support | $15,000 |
| Marin CASA | |||||||
| 1401 Los Gamos Drive Ste130 | San Rafael | CA | 94903 | N/A | PC | General Support | $5,000 |
| Trust Women Foundation | |||||||
| PO Box 3222 | Wichita | KS | 67201 | N/A | PC | General Operating Support | $25,000 |
| Center for Reproductive Rights | |||||||
| 199 Water Street 22nd Fl | New York | NY | 10038 | N/A | PC | U.S. Litigation Support | $10,000 |
| Schwab Charitable | |||||||
| PO Box 628298 | Orlando | FL | 32862 | N/A | PC | General Support | $200,000 |
| CASA of Contra Costa County | |||||||
| 2151 Salvio St Ste 295 | Concord | CA | 94520 | N/A | PC | General Operating Support | $30,000 |
| OpenSecrets | |||||||
| 1300 L St NW Ste 200 | Washington | DC | 20005 | N/A | PC | Tracking the Money to Power Political Engagement and a Representative Government | $40,000 |
| Northwestern Pritzker School of Law | |||||||
| 375 E Chicago Ave | Chicago | IL | 60611 | N/A | PC | FOIA Practicum Fund | $62,500 |
| Count MI Vote Education Fund | |||||||
| d/b/a Voters Not Politicians | Lansing | MI | 48901 | N/A | PC | Voter Outreach and Education | $15,000 |
| Realize Impact - UbiQD | |||||||
| 271 Winslow Way E 11548 | Bainbridge Island | WA | 98110 | N/A | PC | Research quantum dots to increase solar cell efficiency | $100,500 |
| Realize Impact - Symbrosia | |||||||
| 271 Winslow Way E 11548 | Bainbridge Island | WA | 98110 | N/A | PC | Research reducing livestock methane with seaweed supplement | $50,500 |
| Southern Coalition for Social Justi | |||||||
| 1415 W NC HWY 54 Suite 101 | Durham | NC | 27707 | N/A | PC | 2022 Election Protection Program | $15,000 |
| Steelhead Technologies - Realize Im | |||||||
| 271 Winslow Way E 11548 | Bainbridge Island | WA | 98110 | N/A | PC | Research developing hydrogen storage for renewable energy | $125,500 |
| Global Neighbor Inc | |||||||
| 1855 Bellbrook Ave Suite BF | Xenia | OH | 45385 | N/A | NC | Researching directed energy floral control to reduce pesticide usage and increase crop yield | $100,000 |
| Enzinc Inc | |||||||
| 85 Lincoln Park | San Anselmo | CA | 94960 | N/A | NC | Researching zinc microsponge energy storage technology to increase battery life, charging capacity & efficiency. | $100,000 |
| Tyfast Energy Corp | |||||||
| 12559 El Caminio Real | San Diego | CA | 92140 | N/A | NC | Scientific research on high performance electrolytes for ultra-fast charging and ultralong cycle life batteries. | $100,000 |
| EarthGrid PBC | |||||||
| 1 West Barrett Ave Ste 2 | Richmond | CA | 94801 | N/A | NC | Researching the feasibility of reducing energy consumption for increasing the penetration rate of plasma tunneling. | $150,000 |
| NuvOx Pharma LLC | |||||||
| 1635 E 18th St | Tucson | AZ | 85719 | N/A | NC | Researching the first material to reverse tissue hypoxia | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,636,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $697 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $402,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,516 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,518,828 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Other Investment Income | 18 | $2,752 | ||
| Partnership Income | 14 | $55,017 | 900099 | -$2,283 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$767 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,979,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,978,887 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 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 | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Global Neighbor Inc | |||||||||||
| 1855 Bellbrook Ave Suite BF | Xenia | OH | 45385 | 2022-01-01 | $100,000 | Researching directed energy floral control. | $100,000 | No | Various | 2022-01-01 | No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. |
| Enzinc Inc | |||||||||||
| 85 Lincoln Park | San Anselmo | CA | 94960 | 2022-01-01 | $100,000 | Researching zinc microsponge energy storage technology | $100,000 | No | Various | 2022-01-01 | No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. |
| Tyfast Energy Corp | |||||||||||
| 12559 El Caminio Real | San Diego | CA | 92140 | 2022-01-01 | $100,000 | Scientific research on high performance electrolytes | $100,000 | No | Various | 2022-01-01 | No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. |
| EarthGrid PBC | |||||||||||
| 1 West Barrett Ave Ste 2 | Richmond | CA | 94801 | 2022-01-01 | $150,000 | Researching the feasibility of reducing energy consumption | $150,000 | No | Various | 2022-01-01 | No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. |
| NuvOx Pharma LLC | |||||||||||
| 1635 E 18th St | Tucson | AZ | 85719 | 2022-01-01 | $150,000 | Researching the first material to reverse tissue hypoxia | $150,000 | No | Various | 2022-01-01 | No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds - See Attachment | BondNm |
| EOY Book Value | $429,713 | EOYBookValueAmt |
| EOYFMV | $384,739 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Common Stock - See Attachment | StockNm |
| EOY Book Value | $5,690,611 | EOYBookValueAmt |
| EOYFMV | $10,104,655 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $463,578 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $461,712 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Limited Partnerships - See Attachment | AT COST | $2,132,890 | $2,520,993 |
| Private Equity - See Attachment | AT COST | $1,601,476 | $1,601,473 |
| Amer. Deposit. Receipts - See Attachment | AT COST | $647,274 | $569,796 |
| Mutual Funds - See Attachment | AT COST | $715,163 | $1,271,847 |
| Index Funds - See Attachment | AT COST | $2,106,835 | $3,657,820 |
| Int'l Index Funds - See Attachment | AT COST | $3,996,284 | $6,322,289 |
| Hedge Funds - See Attachment | AT COST | $681,238 | $775,381 |
| Private Notes - See Attachment | AT COST | $282,500 | $282,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposit Refundable | Desc |
| BOY Book Value | $1,520 | BOYBookValueAmt |
| EOY Book Value | $1,230 | EOYBookValueAmt |
| EOYFMV | $1,230 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR Processing Fees | $239 | $239 | |
| Bank Service Charges | $765 | $765 | |
| Dues/Memberships | $4,569 | $4,569 | |
| Equipment | $1,262 | $1,262 | |
| Filing Fees | $375 | $375 | |
| Insurance | $450 | $450 | |
| Maint & Repairs | $5,967 | $5,967 | |
| Miscellaneouse Expenses | $84 | $84 | |
| Office Expenses | $748 | $748 | |
| Office Storage | $4,604 | $4,604 | |
| Payroll Processing Fee | $405 | $405 | |
| Postage | $315 | $315 | |
| PSP Expenses | $61,811 | $61,025 | |
| Subscriptions | $241 | $241 | |
| Supplies | $1,287 | $1,287 | |
| Telephone | $2,103 | $2,103 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $2,752 | $2,745 |
| Partnership Income | $52,734 | $55,017 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recovered Grant | Desc |
| Amt | $100,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisor Fees | CategoryTxt |
| Amt | $50,642 | Amt |
| Net Investment Income | $50,642 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $20,000 | |
| Foreign Tax on Dividends | $3,712 | $3,712 |
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