BELLA VISTA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BELLA VISTA FOUNDATION (EIN 94-3345967)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202343139349101624
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T12:46:54-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943345967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLA VISTA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE JOINER | PersonNm |
| Person Title | CO-TREASURER | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2023-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHERINE | PersonFirstNm |
| Person Last | JOINER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $64,946,087 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $670,518 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $670,521 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $116,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $494,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,887,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,469,172 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$212,096 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,164,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,044,267 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,830 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,031,146 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $458,883 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $508,678 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,294 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $429 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,576 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,108,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $481,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $522,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,512,644 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,242,041 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,621,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $481,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,764,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,456,508 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,563,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $960,883 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,453,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,453,800 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $48,365 | AcctRcvblAmt |
| Acct Rcvbl EOY | $48,365 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $48,365 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $17,534 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $28,282 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $28,282 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $46,792,317 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,299,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,299,525 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,620,985 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,759,241 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,759,241 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $30,042,325 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,187,844 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,187,844 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $169,030 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $169,030 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $86,434,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,946,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,946,087 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,138,051 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,408,654 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $423,911 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $176,425 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,561,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,585,079 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $83,872,082 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $62,361,008 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,872,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,361,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,434,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,946,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,872,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,456,508 | ExcessRevenueOverExpensesAmt |
| Other Increases | $247,486 | OtherIncreasesAmt |
| Subtotal | $79,663,060 | SubtotalAmt |
| Other Decreases | $17,302,052 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,361,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| HCP REAL ESTATE | P | 2022-01-01 | 2022-12-31 | $59,614 | $59,614 | $59,614 | |
| GENERATION IM | P | 2022-01-01 | 2022-12-31 | $387,152 | $387,152 | $387,152 | |
| CIM ENTERPRISE LOAN FUND | P | 2022-01-01 | 2022-12-31 | $160,748 | $160,748 | $160,748 | |
| ARENA NEW ZEALAND REAL ESTATE | P | 2022-01-01 | 2022-12-31 | $6,946 | $6,946 | $6,946 | |
| EQUITIES | P | 2022-01-01 | 2022-12-31 | $21,247,633 | -$2,572,592 | -$2,572,592 | $23,820,225 |
| HCP PRIVATE FUND III | P | 2022-01-01 | 2022-12-31 | -$4,488 | -$4,488 | $4,488 | |
| HCP PRIVATE FUND IV | P | 2022-01-01 | 2022-12-31 | $22,832 | $22,832 | $22,832 | |
| HCP PRIVATE FUND V | P | 2022-01-01 | 2022-12-31 | $67,808 | $67,808 | $67,808 | |
| HCP PRIVATE FUND VII | P | 2022-01-01 | 2022-12-31 | $182,822 | $182,822 | $182,822 | |
| HCP SPECIAL OPPORTUNITIES | P | 2022-01-01 | 2022-12-31 | $24,553 | $24,553 | $24,553 | |
| STEADFAST | P | 2022-01-01 | 2022-12-31 | $3,380,603 | $2,786,946 | $2,786,946 | $593,657 |
| SRI ELEVEN REIT | P | 2022-01-01 | 2022-12-31 | $66,772 | $66,772 | $66,772 | |
| CAPITAL GAINS DIVIDENDS | P | $280,059 | $280,059 | $280,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,469,172 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,727 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,727 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,727 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,586 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,586 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,859 | OverpaymentAmt |
| Applied To ES Tax | $27,859 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BELLAVISTAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CHAIR | 1.00 | $0 | $0 | $0 |
| SUSAN KOE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| COREY KIRKWOOD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CO-TREASURER | 1.00 | $0 | $0 | $0 |
| KATHERINE JOINER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CO-TREASURER | 1.00 | $0 | $0 | $0 |
| SHANNON CASEY WELCH | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROB MILLIS | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | AUDIT CHAIR | 1.00 | $0 | $0 | $0 |
| MICHEAL CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIMBERLY CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SPENCER KIRKWOOD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN KIRKWOOD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR EMERITUS | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT SERVICES | $635,848 |
| SEPIO CAPITAL LLC | |||||
| 50 CALIFORNIA ST SUITE 3525 | SAN FRANCISCO | CA | 94111 | INVESTMENT FEES | $395,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,452,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,756,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,209,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,209,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,098,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,110,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,605,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,605,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,727 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,727 | TotalTaxAmt |
| Distributable Before Adj | $3,583,817 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,583,817 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,583,817 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,764,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,764,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,583,817 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,610 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $210,403 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $309,015 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $513,360 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $823,667 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,941,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,764,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,583,817 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,180,833 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,121,888 | 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 | $84,610 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,037,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $210,403 | ExcessFromYear4Amt |
| Excess From Year3 | $309,015 | ExcessFromYear3Amt |
| Excess From Year2 | $513,360 | ExcessFromYear2Amt |
| Excess From Year1 | $823,667 | ExcessFromYear1Amt |
| Excess From Current Year | $1,180,833 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EMILY JOHANSSON CO-EXECUTIVE DIRECT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 18 REASONS | |||||||
| 3674 18TH ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | COOKING MATTERS FOR TEENS | $30,000 | |
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | 826 VALENCIAS EARLY LITERACY PROGRAM | $55,000 | |
| ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES | |||||||
| 110 GOUGH STREET SUITE 301 | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | FOR THE IN-SCHOOL MENTAL HEALTH PROGRAM | $45,000 | |
| AMERICAN RIVERS INC | |||||||
| 120 UNION ST | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | TO ADVANCE INTEGRATED WATERSHED RESTORATION IN THE CONSUMES, AMERICAN, BEAR, YUBA (CABY) REGION AND ADVANCE YUBA RIVER SALMON RECOVERY THROUGH INTEGRATED WATERSHED AQUATIC RESTORATION PLANNING AND PROJECTS | $50,000 | |
| ASIAN HEALTH SERVICES | |||||||
| 101 8TH STREET SUITE 100 | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | FOR HEALTHY MOTHERS, HEALTHY BABIES PROGRAM INCLUDING MOMMIES 2 BE, BLOSSOMING BABIES, AND THE LABOR COACH/DOULA PROGRAM | $30,000 | |
| AT THE CROSSROADS | |||||||
| 167 JESSIE STREET | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | FOR GENERAL SUPPORT | $45,000 | |
| BAY AREA SCORES | |||||||
| 530 DIVISADERO ST 741 | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | POWER OF POETRY | $35,000 | |
| BEATS RHYMES AND LIFE INC | |||||||
| 450 SANTA CLARA AVE | OAKLAND | CA | 94610 | 501(C)(3) PUBLIC CHA | HIP HOP THERAPY MOBILE STUDIO BUS | $50,000 | |
| BUCKELEW PROGRAMS | |||||||
| 201 ALAMEDA DEL PRADO 103 | NOVATO | CA | 94949 | 501(C)(3) PUBLIC CHA | MATERNIDAD Y ESPERANZA | $90,000 | |
| CALIFORNIA TROUT | |||||||
| 435 PACIFIC AVE SUITE 200 | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | MID-KLAMATH BASIN SALMON RECOVERY AND HABITAT RESTORATION | $100,000 | |
| CANDID | |||||||
| PO BOX 22799 | NEW YORK | NY | 10087 | 501(C)(3) PUBLIC CHA | FEES | $3,000 | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | 501(C)(3) PUBLIC CHA | NEW BEGINNINGS | $65,000 | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | 501(C)(3) PUBLIC CHA | FOR THE BABY STEPS PROGRAM, PROVIDING HOME VISITS AND CASE MANAGEMENT TO PREGNANT OR PARENTING MOTHERS OR CAREGIVERS OF CHILDREN AGES 0-3 | $35,000 | |
| CENTRAL OREGON FOREST STEWARDSHIP FOUNDATION | |||||||
| 334 NE HAWTHORNE AVE | BEND | OR | 97701 | 501(C)(3) PUBLIC CHA | DEVELOPING CLIMATE-APPROPRIATE DRY FOREST MANAGEMENT STRATEGIES | $35,000 | |
| CENTRAL OREGON LANDWATCH | |||||||
| 2843 NW LOLO DR SUITE 200 | BEND | OR | 97703 | 501(C)(3) PUBLIC CHA | FOR EQUITABLE WATER DISTRIBUTION IN THE DESCHUTES BASIN | $50,000 | |
| CITY YOUTH NOW | |||||||
| 375 WOODSIDE AVE | SAN FRANCISCO | CA | 94127 | 501(C)(3) PUBLIC CHA | PERSONAL EMPOWERMENT PROGRAM | $20,000 | |
| COMMUNITY INITIATIVES | |||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT FOR BAY AREA EARLY CHILDHOOD FUNDERS | $4,000 | |
| COMMUNITY INSTITUTE FOR PSYCHOTHERAPY | |||||||
| 1330 LINCOLN AVENUE 201 | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | FOR SCHOOL-BASED SERVICES | $25,000 | |
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | |||||||
| 2211 PALM AVE | SAN MATEO | CA | 94403 | 501(C)(3) PUBLIC CHA | BILINGUAL SUPPORT GROUPS FOR VICTIMS OF DOMESTIC VIOLENCE AND TRAUMA-INFORMED SERVICES FOR THEIR CHILDREN | $55,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | BUILDING A FOUNDATION OF EARLY CARE AND FAMILY SUPPORT | $65,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | TO SUPPORT EARLY LITERACY PROGRAMS IN SAN FRANCISCO | $30,000 | |
| FEATHER RIVER LAND TRUST | |||||||
| PO BOX 1826 | QUINCY | CA | 95971 | 501(C)(3) PUBLIC CHA | AFTER THE BURN: ECOLOGICALLY SOUND FIRE RECOVERY IN THE SIERRA NEVADA'S LARGEST WATERSHED | $50,000 | |
| FELTON INSTITUTE | |||||||
| 1005 ATLANTIC AVENUE | ALAMEDA | CA | 94501 | 501(C)(3) PUBLIC CHA | TO CREATE LGBTQ-INCLUSIVE MENTAL HEALTH CURRICULUM | $20,000 | |
| FOODWISE COMMUNITY | |||||||
| ONE FERRY BUILDING SUITE 50 | SAN FRANCISCO | CA | 94111 | 501(C)(3) PUBLIC CHA | TO SUPPORT THE FOODWISE TEEN PROGRAM IN SAN FRANCISCO | $35,000 | |
| GIRLVENTURES | |||||||
| 119 FILBERT STREET | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | GIRLVENTURES OUTDOOR ADVENTURE AND LEADERSHIP PROGRAMS: EMPOWERING AT-RISK BAY AREA GIRLS | $45,000 | |
| GOOD SAMARITAN FAMILY RESOURCE CENTER OF SAN FRANCISCO | |||||||
| 1294 POTRERO AVE | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | ENHANCED PARENTING | $55,000 | |
| GUM MOON RESIDENCE HALL | |||||||
| 940 WASHINGTON ST | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | EARLY CHILDHOOD DEVELOPMENT AND PARENT SUPPORT PROGRAM | $50,000 | |
| HEALTHY BLACK FAMILIES INC | |||||||
| 3356 ADELINE ST | BERKELEY | CA | 94703 | 501(C)(3) PUBLIC CHA | MOTHER/CHILD TRAUMA, RESILIENCY, AND EARLY LEARNING CIRCLES | $45,000 | |
| HOLY FAMILY DAY HOMES OF SAN FRANCISCO | |||||||
| 299 DOLORES STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | FOR THE HEALTH AND WELLNESS PARENTING PROGRAM TO HELP PARENTS OF YOUNG CHILDREN DEVELOP HEALTHY PRACTICES FOR COPING WITH POVERTY AND HOMELESSNESS-RELATED STRESS AND TRAUMA | $30,000 | |
| HOMELESS CHILDRENS NETWORK | |||||||
| 3450 3RD STREET BUILDING 1 UNIT 1C | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | FOR THE EARLY CHILDHOOD COMPONENT OF THE MA'AT PROGRAM, PROVIDING TRAUMA INFORMED, CULTURALLY RELEVANT SUPPORT FOR BLACK/AFRICAN AMERICAN FAMILIES WITH CHILDREN 0-3 | $45,000 | |
| HOMELESS PRENATAL PROGRAM | |||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | WELLNESS SERVICES | $55,000 | |
| HUCKLEBERRY YOUTH PROGRAMS INC | |||||||
| 3450 GEARY BLVD SUITE 107 | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | HUCKLEBERRY TEEN HEALTH PROGRAM (HTHP) | $30,000 | |
| INTERSECTION FOR THE ARTS | |||||||
| 1446 MARKET STREET C/O INTERSECTION | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT FOR STAGEWRITE | $25,000 | FOR THE ARTS |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | EARLY CHILDHOOD MENTAL HEALTH | $30,000 | |
| JUMPSTART FOR YOUNG CHILDREN INC | |||||||
| 235 MONTGOMERY STREET SUITE 1025 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | JUMPSTART: STRENGTHENING THE EARLY EDUCATION SECTOR | $55,000 | |
| KIDPOWER TEENPOWER FULLPOWER INTERNATIONAL | |||||||
| 1474 6TH AVENUE | SAN FRANCISCO | CA | 94122 | 501(C)(3) PUBLIC CHA | FROM TRAUMA TO THRIVING COPING/RESILIENCE SKILL-BUILDING FOR YOUTH STRUGGLING WITH COVID-19-EXACERBATED LEVELS OF RELATIONSHIP CONFLICTS, BULLYING, VIOLENCE, ABUSE, ANXIETY, HELPLESSNESS, DESPAIR AND RELATED BEHAVIORAL AND MENTAL HEALTH ISSUES | $35,000 | |
| LA CASA DE LAS MADRES | |||||||
| 1269 HOWARD STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PARENT & FAMILY SUPPORT PROGRAMS FOR DOMESTIC VIOLENCE SURVIVORS | $40,000 | |
| LAVENDER YOUTH RECREATION AND INFORMATION CENTER(LYRIC) | |||||||
| 127 COLLINGWOOD STREET | SAN FRANCISCO | CA | 94114 | 501(C)(3) PUBLIC CHA | Q GROUPS AND ONE-ON-ONE SUPPORT FOR MIDDLE AND HIGH SCHOOL LGBTQQ STUDENTS | $40,000 | |
| LINCOLN | |||||||
| 1266 14TH STREET | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | FOR LINCOLN'S TRAUMA-INFORMED PLAYGROUPS AT ITS MANDELA FAMILY RESOURCE CENTER | $40,000 | |
| LITERACY FOR ENVIRONMENTAL JUSTICE | |||||||
| PO BOX 882403 | SAN FRANCISCO | CA | 94188 | 501(C)(3) PUBLIC CHA | ECO-ADVENTURE PROGRAM | $35,000 | |
| LOTUS BLOOM | |||||||
| 2800 PARK BOULEVARD | OAKLAND | CA | 94610 | 501(C)(3) PUBLIC CHA | FOR GENERAL PROGRAM SUPPORT OF TWO MULTICULTURAL FAMILY RESOURCE CENTERS SERVING FAMILIES WITH CHILDREN AGES 0-3 YEARS OLD IN OAKLAND | $40,000 | |
| MAGNOLIA WOMEN'S RECOVERY PROGRAMS | |||||||
| 17 EMBARCADERO COVE | OAKLAND | CA | 94606 | 501(C)(3) PUBLIC CHA | FOR MAGNOLIA WOMEN'S RECOVERY PROGRAMS PROVIDING TRAUMA INFORMED CARE TO PREGNANT AND POSTPARTUM WOMEN AND THEIR FAMILIES, INCLUDING PARENTING CLASSES AND PEER COUNSELING GROUPS | $20,000 | |
| MATTOLE RESTORATION COUNCIL | |||||||
| PO BOX 160 | PETROLIA | CA | 95558 | 501(C)(3) PUBLIC CHA | MATTOLE RIVER AND RANGE PARTNERSHIP CONSERVATION, RESTORATION AND RESILIENCE PROJECT | $62,076 | |
| MID KLAMATH WATERSHED COUNCIL | |||||||
| PO BOX 409 | ORLEANS | CA | 95556 | 501(C)(3) PUBLIC CHA | TO SUPPORT PARTNER PARTICIPATION AND COORDINATION OF THE WESTERN KLAMATH RESTORATION PARTNERSHIP | $50,000 | |
| MISSION GRADUATES | |||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | MISSION GRADUATES | $35,000 | |
| MOUNT ST JOSEPH-ST ELIZABETH (EPIPHANY CENTER) | |||||||
| 100 MASONIC AVENUE | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | PARENT-CHILD CENTER | $50,000 | |
| MUJERES UNIDAS Y ACTIVAS | |||||||
| 3543 18TH STREET BOX 23 | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | APAPACHOS (NURTURING EMBRACES) | $65,000 | |
| NEW CREATION HOME MINISTRIES | |||||||
| 422 HIBISCUS COURT | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | TO SUPPORT LIFE SKILLS & PARENTING CLASSES | $20,000 | |
| NORTH FORK JOHN DAY WATERSHED COUNCIL | |||||||
| PO BOX 444 691 HWY 395 N | LONG CREEK | OR | 97856 | 501(C)(3) PUBLIC CHA | JOHN DAY STEWARDSHIP PLANNING IMPLEMENTATION AND NATIVE PLANT PRODUCTION | $26,015 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | ANNUAL MEMBERSHIP ($750 DUES AND $6,750 GRANT) | $6,750 | |
| ODD FELLOW-REBEKAH CHILDRENS HOME OF CALIFORNIA | |||||||
| 290 IOOF AVE | GILROY | CA | 95020 | 501(C)(3) PUBLIC CHA | BUILDING RESILIENT FAMILIES | $60,000 | |
| ONE LIFE COUNSELING CENTER | |||||||
| 1303 SAN CARLOS AVE | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | PARENT AND CHILD SUPPORT PROGRAM | $40,000 | |
| OREGON NATURAL DESERT ASSOCIATION | |||||||
| 50 SW BOND STREET SUITE 4 | BEND | OR | 97702 | 501(C)(3) PUBLIC CHA | MIDDLE FORK JOHN DAY WATERSHED RESTORATION | $12,100 | |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | 501(C)(3) PUBLIC CHA | DO AQUATIC MACROINVERTEBRATES SUPPORT JUVENILE STEELHEAD SURVIVAL IN LOW FLOW REFUGIA? | $27,100 | |
| OREGON WILD | |||||||
| 5825 NORTH GREELEY | PORTLAND | OR | 97217 | 501(C)(3) PUBLIC CHA | RESTORING & PROTECTING ECOSYSTEMS IN THE UPPER DESCHUTES BASIN | $35,000 | |
| OUTWARD BOUND CALIFORNIA | |||||||
| 548 MARKET ST PMB 68876 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | OUTWARD BOUND CALIFORNIA (OBCA) - CHALLENGE ROPES COURSE AND OUTDOOR EXPEDITIONS FOR BAY AREA YOUTH | $30,000 | |
| PARENT SERVICES PROJECT INC | |||||||
| 79 BELVEDERE STREET 101 | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | APRENDIENDO JUNTOS | $50,000 | |
| PARENT SERVICES PROJECT INC | |||||||
| 79 BELVEDERE STREET 101 | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | FOR RAISING A READER MARIN | $30,000 | |
| PENINSULA FAMILY CONNECTIONS | |||||||
| 3460 BAYSHORE ROAD SUITE 202 | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | FOR THE NURTURING FAMILIES PROJECT, FOCUSING ON NOURISHING THE BOND BETWEEN CAREGIVER AND CHILD WHILE SUPPORTING PARENT'S RESILIENCY | $30,000 | |
| POSTPARTUM SUPPORT CENTER | |||||||
| 57 TAMALPAIS AVE 4 | SAN ANSELMO | CA | 94960 | 501(C)(3) PUBLIC CHA | FOR PRE- AND POSTNATAL SUPPORT GROUPS FOR MOTHERS SUFFERING FROM MATERNAL MENTAL HEALTH CONDITIONS | $35,000 | |
| PROJECT AVARY INC | |||||||
| PO BOX 150088 | SAN RAFAEL | CA | 94915 | 501(C)(3) PUBLIC CHA | FOR GENERAL OPERATING SUPPORT | $40,000 | |
| PUENTE DE LA COSTA SUR | |||||||
| PO BOX 554 | PESCADERO | CA | 94060 | 501(C)(3) PUBLIC CHA | SOUTH COAST TRAUMA-INFORMED CARE AND TOOLS FOR RESILIENCE | $50,000 | |
| RAPHAEL HOUSE OF SAN FRANCISCO INC | |||||||
| 1065 SUTTER STREET | SAN FRANCISCO | CA | 94109 | 501(C)(3) PUBLIC CHA | ACADEMIC ENRICHMENT PROGRAM | $40,000 | |
| READING PARTNERS | |||||||
| 520 3RD STREET SUITE 203 | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | ONE-ON-ONE LITERACY TUTORING IN SAN FRANCISCO | $50,000 | |
| REAL OPTIONS FOR CITY KIDS | |||||||
| 73 LELAND AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | POSITIVE SOCIAL & EMOTIONAL PROGRAMMING FOR MIDDLE SCHOOL PARTICIPANTS | $35,000 | |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 501(C)(3) PUBLIC CHA | SAFE, SECURE AND LOVED: RESILIENT FAMILIES | $60,000 | |
| SAFE & SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | INTEGRATED FAMILY SUPPORT FOR CHILDREN PRENATAL TO 3 AND THEIR CAREGIVERS | $65,000 | |
| SAFE PASSAGES | |||||||
| 1017 CLAY STREET | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | TO SUPPORT BABY LEARNING COMMUNITIES PROGRAM | $50,000 | |
| SAN FRANCISCO CASA | |||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | FOR THE CORE ADVOCACY AND MENTORSHIP PROGRAM | $40,000 | |
| SAN FRANCISCO EDUCATION FUND | |||||||
| 2730 BRYANT STREET SECOND FLOOR | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | HIGH DOSAGE TUTORING INITIATIVE | $40,000 | |
| SAN FRANCISCO GENERAL HOSPITAL FOUNDATION | |||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 94141 | 501(C)(3) PUBLIC CHA | TO SUPPORT SOLID START'S PERINATAL RESOURCE INTEGRATION SERVICE MODEL, A PROGRAM WHICH UTILIZES COMMUNITY HEALTH WORKERS TO PROVIDE LINKAGE BETWEEN HEALTHCARE AND SOCIAL SUPPORT SERVICES | $25,000 | |
| SAN JOSE GRAIL FAMILY SERVICES | |||||||
| 2003 E SAN ANTONIO ST | SAN JOSE | CA | 95116 | 501(C)(3) PUBLIC CHA | BIRTH AND BEYOND FAMILY EMPOWERMENT | $45,000 | |
| SCOTT RIVER WATERSHED COUNCIL | |||||||
| PO BOX 355 | ETNA | CA | 96027 | 501(C)(3) PUBLIC CHA | EYES AND EARS: USING ISOTOPES TO TRACK THE SUCCESS OF COHO SALMON USING BDA HABITATS | $56,000 | |
| SHINE TOGETHER INC | |||||||
| SOBRATO CENTER FOR NONPROFITS 508 | MILPITAS | CA | 95035 | 501(C)(3) PUBLIC CHA | SAN JOSE TEEN SUCCESS PROGRAM | $35,000 | VALLEY WAY |
| SIDE BY SIDE | |||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | 501(C)(3) PUBLIC CHA | YOUTHRIVE INTERVENTION AT SAN RAFAEL HIGH SCHOOL | $30,000 | |
| SIERRA STREAMS INSTITUTE | |||||||
| 117 NEW MOHAWK ROAD SUITE H | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | SIERRA FOOTHILLS WATERSHED IMPACTS ASSESSMENT | $50,000 | |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94109 | 501(C)(3) PUBLIC CHA | WEEKEND-ADVENTURES PROGRAMMING | $25,000 | |
| SOMOS MAYFAIR INC | |||||||
| 370-B S KING RD | SAN JOSE | CA | 95116 | 501(C)(3) PUBLIC CHA | FAMILY RESOURCE CENTER PROGRAMMING | $65,000 | |
| SOUTH COUNTY COMMUNITY HEALTH CENTER INC | |||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | FOR CENTERINGPARENTING PROGRAM, A GROUP-BASED MODEL PROVIDING PEDIATRIC CARE AND PARENTING EDUCATION DURING A CHILD'S FIRST TWO YEARS OF LIFE | $35,000 | |
| SOUTH YUBA RIVER CITIZENS LEAGUE | |||||||
| 313 RAILROAD AVE SUITE 101 | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | TO CONTINUE THREE INITIATIVES WITHIN THE YUBA RIVER WATERSHED AIMED AT CREATING A HEALTHIER, MORE ACCESSIBLE WATERSHED, PROMOTING THE RECOVERY OF SALMONOIDS, AND WORKING COLLABORATIVELY TOWARDS HEALTHIER FORESTS | $60,000 | |
| SPRINGBOARD COLLABORATIVE | |||||||
| 1500 JOHN F KENNEDY SUITE 1160 | PHILADELPHIA | PA | 19102 | 501(C)(3) PUBLIC CHA | 2022-25 PROGRAM SUPPORT FOR BAY AREA LITERACY PROGRAMMING | $55,000 | |
| STARVISTA | |||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | ECMHC & HEALTHY HOMES SAN MATEO COUNTY | $60,000 | |
| STARVISTA | |||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | FOR THE EARLY CHILDHOOD MENTAL HEALTH CONSULTANTS IN SANTA CLARA COUNTY CHILDCARE CENTERS AND TRAININGS FOR PARENTS AND PROVIDERS | $30,000 | |
| SUSTAINABLE NORTHWEST | |||||||
| 1130 SW MORRISON STREET SUITE 510 | PORTLAND | OR | 97205 | 501(C)(3) PUBLIC CHA | TO ADVANCE RESTORATION AND COLLABORATION IN THE UPPER JOHN DAY BASIN | $50,000 | |
| TANDEM PARTNERS IN EARLY LEARNING | |||||||
| 1275 FAIRFAX AVENUE SUITE 201 | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | SAN FRANCISCO EARLY LEARNING PROGRAMS | $45,000 | |
| THE FRESHWATER TRUST | |||||||
| 700 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | 501(C)(3) PUBLIC CHA | DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION | $120,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| C/O UCSF OFFICE OF SPONSORED | SAN FRANCISCO | CA | 94158 | 501(C)(3) PUBLIC CHA | FOR THE INFANT PARENT PROGRAM'S PERINATAL MENTAL HEALTH SERVICE PROJECT, INCLUDING DIRECT MENTAL HEALTH INTERVENTION FOR PREGNANT WOMEN AND PARENTS OF INFANTS AND MENTAL HEALTH CONSULTATION AND TRAINING FOR PEDIATRICIAN'S AND PRE- AND POST-NATAL PROVIDERS | $20,000 | RESEARCH BOX 0962 490 ILLINOIS STRE |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| C/O UCSF OFFICE OF SPONSORED | SAN FRANCISCO | CA | 94158 | 501(C)(3) PUBLIC CHA | FOR THE INFANT-PARENT PROGRAM'S PERINATAL MENTAL HEALTH SERVICES PROJECT, INCLUDING DIRECT MENTAL HEALTH INTERVENTION FOR PREGNANT WOMEN AND PARENTS OF INFANTS AND MENTAL HEALTH CONSULTATION AND TRAINING FOR PEDIATRICIANS AND PRE- AND POSTNATAL PROVIDERS | $50,000 | RESEARCH BOX 0962 490 ILLINOIS STRE |
| THE SIERRA FUND | |||||||
| 204 PROVIDENCE MINE ROAD SUITE 214 | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | RESILIENT SIERRA NEVADA WATERSHEDS | $50,000 | |
| THE TIDES CENTER | |||||||
| LOCKBOX SERVICES BOX 399385 TIDES | EL MONTE | CA | 91731 | 501(C)(3) PUBLIC CHA | INCREASING FOREST RESILIENCE AND CONSERVING BIODIVERSITY IN THE AMERICAN, TRUCKEE, AND YUBA WATERSHEDS | $50,000 | CENTER |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | NORTHERN SIERRA CONSERVATION AND CLIMATE RESILIENCY | $120,000 | |
| THE WILD SALMON CENTER | |||||||
| 721 NW 9TH AVENUE SUITE 300 | PORTLAND | OR | 97209 | 501(C)(3) PUBLIC CHA | TO CONTINUE TO CONVENE MID-KLAMATH SPRING CHINOOK WORKING GROUP TO PLAN AND IMPLEMENT FISHERY MANAGEMENT AND HABITAT RESTORATION ACTIONS TO RECOVER SPRING CHINOOK SALMON IN THE MID-KLAMATH, SALMON, SCOTT, AND SHASTA RIVERS | $60,000 | |
| THINK WILD | |||||||
| 62410 ERICKSON ROAD | BEND | OR | 97701 | 501(C)(3) PUBLIC CHA | FOR BEAVER HABITAT RESTORATION, OUTREACH AND SUPPORT SERVICES IN THE DESCHUTES, JOHN DAY, AND ADJACENT HIGH DESERT BASINS | $30,000 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT FOR OASIS FOR GIRLS | $40,000 | |
| TROUT UNLIMITED | |||||||
| PO BOX 278 | GRAEAGLE | CA | 96103 | 501(C)(3) PUBLIC CHA | FISHERIES HABITAT IMPROVEMENTS IN FEATHER RIVER REFUGIA BURNED BY WILDFIRE | $25,000 | |
| TRUCKEE DONNER LAND TRUST | |||||||
| PO BOX 8816 | TRUCKEE | CA | 96162 | 501(C)(3) PUBLIC CHA | FOR THE PLANNING OF TRUCKEE SPRINGS FUELS MANAGEMENT ON 67 ACRES | $30,000 | |
| ULTIMATE IMPACT INC | |||||||
| 1025 YERBA BUENA AVENUE UNIT A | OAKLAND | CA | 94608 | 501(C)(3) PUBLIC CHA | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 120 SHELTON MCMURPHEY BLVD SUITE | EUGENE | OR | 97401 | 501(C)(3) PUBLIC CHA | CONSERVING AND RESTORING OREGONS WATERSHEDS AND FORESTS THROUGH COLLABORATION | $60,000 | 340 |
| WU YEE CHILDREN'S SERVICES | |||||||
| 827 BROADWAY STREET | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | JOY LOK FAMILY RESOURCE CENTER FAMILY SUPPORT PROGRAMS | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,242,041 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | 826 VALENCIAS EARLY LITERACY PROGRAM | $100,000 | |
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | |||||||
| 2211 PALM AVE | SAN MATEO | CA | 94403 | 501(C)(3) PUBLIC CHA | BILINGUAL SUPPORT GROUPS FOR VICTIMS OF DOMESTIC VIOLENCE AND TRAUMA-INFORMED SERVICES FOR THEIR CHILDREN | $100,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | BUILDING A FOUNDATION OF EARLY CARE AND FAMILY SUPPORT | $60,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | BUILDING A FOUNDATION OF EARLY CARE AND FAMILY SUPPORT | $60,000 | |
| GOOD SAMARITAN FAMILY RESOURCE CENTER OF SAN FRANCISCO | |||||||
| 1294 POTRERO AVE | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | ENHANCED PARENTING | $50,000 | |
| GOOD SAMARITAN FAMILY RESOURCE CENTER OF SAN FRANCISCO | |||||||
| 1294 POTRERO AVE | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | ENHANCED PARENTING | $50,000 | |
| HOMELESS PRENATAL PROGRAM | |||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | WELLNESS SERVICES | $50,000 | |
| HOMELESS PRENATAL PROGRAM | |||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | WELLNESS SERVICES | $50,000 | |
| JUMPSTART FOR YOUNG CHILDREN INC | |||||||
| 235 MONTGOMERY STREET SUITE 1025 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | JUMPSTART: STRENGTHENING THE EARLY EDUCATION SECTOR | $50,000 | |
| JUMPSTART FOR YOUNG CHILDREN INC | |||||||
| 235 MONTGOMERY STREET SUITE 1025 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | JUMPSTART: STRENGTHENING THE EARLY EDUCATION SECTOR | $50,000 | |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 501(C)(3) PUBLIC CHA | SAFE, SECURE AND LOVED: RESILIENT FAMILIES | $55,000 | |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 501(C)(3) PUBLIC CHA | SAFE, SECURE AND LOVED: RESILIENT FAMILIES | $55,000 | |
| SAN JOSE GRAIL FAMILY SERVICES | |||||||
| 2003 E SAN ANTONIO ST | SAN JOSE | CA | 95116 | 501(C)(3) PUBLIC CHA | BIRTH AND BEYOND FAMILY EMPOWERMENT | $40,000 | |
| SAN JOSE GRAIL FAMILY SERVICES | |||||||
| 2003 E SAN ANTONIO ST | SAN JOSE | CA | 95116 | 501(C)(3) PUBLIC CHA | BIRTH AND BEYOND FAMILY EMPOWERMENT | $40,000 | |
| SIERRA STREAMS INSTITUTE | |||||||
| 117 NEW MOHAWK ROAD SUITE H | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | SIERRA FOOTHILLS WATERSHED IMPACTS ASSESSMENT | $50,000 | |
| SPRINGBOARD COLLABORATIVE | |||||||
| 1500 JOHN F KENNEDY SUITE 1160 | PHILADELPHIA | PA | 19102 | 501(C)(3) PUBLIC CHA | 2022-25 PROGRAM SUPPORT FOR BAY AREA LITERACY PROGRAMMING | $50,000 | |
| SPRINGBOARD COLLABORATIVE | |||||||
| 1500 JOHN F KENNEDY SUITE 1160 | PHILADELPHIA | PA | 19102 | 501(C)(3) PUBLIC CHA | 2022-25 PROGRAM SUPPORT FOR BAY AREA LITERACY PROGRAMMING | $50,000 | |
| THE FRESHWATER TRUST | |||||||
| 700 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | 501(C)(3) PUBLIC CHA | DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION | $120,000 | |
| THE FRESHWATER TRUST | |||||||
| 700 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | 501(C)(3) PUBLIC CHA | DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION | $120,000 | |
| THE SIERRA FUND | |||||||
| 204 PROVIDENCE MINE ROAD SUITE 214 | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | RESILIENT SIERRA NEVADA WATERSHEDS | $50,000 | |
| THE SIERRA FUND | |||||||
| 205 PROVIDENCE MINE ROAD SUITE 214 | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | RESILIENT SIERRA NEVADA WATERSHEDS | $50,000 | |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 120 SHELTON MCMURPHEY BLVD SUITE | EUGENE | OR | 97401 | 501(C)(3) PUBLIC CHA | CONSERVING AND RESTORING OREGONS WATERSHEDS AND FORESTS THROUGH COLLABORATION | $60,000 | 340 |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 120 SHELTON MCMURPHEY BLVD SUITE | EUGENE | OR | 97401 | 501(C)(3) PUBLIC CHA | CONSERVING AND RESTORING OREGONS WATERSHEDS AND FORESTS THROUGH COLLABORATION | $60,000 | 340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,420,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $670,518 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $494,413 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,164,931 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,164,931 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $36,100 | Amt |
| Net Investment Income | $21,660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,830 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE GEORGIANA G STEVENS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR?S UNDISTRIBUTED INCOME AND THE AMOUNT NEEDED TO SATISFY THE CURRENT YEAR DISTRIBUTION REQUIREMENTS AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $7,759,241 | EOYBookValueAmt |
| EOYFMV | $7,759,241 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $30,299,525 | EOYBookValueAmt |
| EOYFMV | $30,299,525 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $25,187,844 | BookValueAmt |
| EOYFMV | $25,187,844 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED TRADES | Desc |
| EOY Book Value | $169,030 | EOYBookValueAmt |
| EOYFMV | $169,030 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS IN INVESTMENTS | Desc |
| Amt | $17,302,052 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,475 | $0 | $0 |
| BANK FEES | $5 | $5 | $0 |
| DUES AND SUBSCRIPTION | $750 | $150 | $525 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| K-1 TAX/BOOK DIFFERENCE OTHER INCOME | -$527 |
| K-1 TAX/BOOK DIFFERENCE DEDUCTION | -$119,826 |
| K-1 TAX/BOOK DIFFERENCE MANAGEMENT FEES | -$91,743 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED TAX LIABILITY | Desc |
| Amt | $247,486 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $423,911 | BOYBookValueAmt |
| EOY Book Value | $176,425 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $395,298 | $395,298 | $0 |
| FOUNDATION MANAGEMENT FEES | $635,848 | $63,585 | $508,678 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $33,958 | $0 | $0 |
| FOREIGN TAXES ON INVESTMENTS | $67 | $67 | $0 |
Comments