GRIFFITH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GRIFFITH FAMILY FOUNDATION (EIN 94-3377090)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-30
- IRS object ID
- 202541209349102374
- Schema version
- 2023v6.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T16:49:40-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941420282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES SCHILLER & LITTMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 TAMAL PLAZA SUITE 205 | AddressLine1Txt |
| City | CORTE MADERA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94925 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943377090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRIFFITH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O K & M OFFICE LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIF | BusinessNameControlTxt |
| Phone | 4153004553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 D STREET SUITE 207 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA G GRIFFITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4153004553 | PhoneNum |
| Signature | 2025-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY P WILCOX | PreparerPersonNm |
| PTIN | P00236915 | PTIN |
| Phone | 4158914000 | PhoneNum |
| Preparation | 2025-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,869,096 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,241 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,241 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,446 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $900,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,446 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $199,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,687 | 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 | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,492 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,439 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,229 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,730 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,238 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,238 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,803,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,820,460 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,757,629 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,886,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,931,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,869,096 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,886,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,931,927 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,886,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,931,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,886,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,931,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,886,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,931,927 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,931,927 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK | P | 2023-07-01 | 2024-06-30 | $31,237 | $31,798 | -$561 | -$561 |
| KAYNE ANDERSON RUDNICK | P | 2023-06-29 | 2024-06-30 | $868,799 | $701,792 | $167,007 | $167,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,446 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,417 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,417 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,417 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,805 | 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 | $4,805 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,388 | OverpaymentAmt |
| Applied To ES Tax | $2,388 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | K M OFFICE LLC | IndividualWithBooksNm |
| Phone | 4153004553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 D STREET SUITE 207 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SARA G GRIFFITH | |||||||||
| C/O K M OFFICE LLC 1099 D STREET | SUITE 207 | SAN RAFAEL | CA | 94901 | CHAIR | 1.00 | $0 | $0 | $0 |
| SARA G TEVEBAUGH | |||||||||
| C/O K M OFFICE LLC 1099 D STREET | SUITE 207 | SAN RAFAEL | CA | 94901 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISTRIBUTING GRANTS TO TAX EXEMPT PUBLICLY SUPPORTED CHARITIES IN THE UNITED STATES WITH EMPHASIS ON THOSE OPERATING FOR SCIENTIFIC OR EDUCATIONAL PURPOSES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,614,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,737,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,737,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,696,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,417 | TotalTaxAmt |
| Distributable Before Adj | $132,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,407 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $117,246 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $117,246 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,504 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $123,903 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARA G GRIFFITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARA G GRIFFITH CO KM OFFICE LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 D STREET SUITE 207 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4153004553 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORMAT; NATURE OF FUND REQUEST AND HOW IT WOULD BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1ST OF THE PRESENT YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUPPORT OF CHARITABLE, SCIENTIFIC AND EDUCATIONAL NON-PROFIT ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS DRIVE 120 | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | GENERAL | $2,000 |
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS DRIVE 120 | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| BAY AREA RIDGE TRAIL | |||||||
| 391 SUTTER STREET SUITE 701 | SAN FRANCISCO | CA | 94108 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| BAY SCHOLARS | |||||||
| 465 CALIFORNIA ST | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| BELVEDERE COMMUNITY FOUNDATION | |||||||
| PO BOX 484 | BELVEDERE | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $3,000 |
| BELVEDERE COMMUNITY FOUNDATION | |||||||
| PO BOX 484 | BELVEDERE | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| BELVEDERE COVE FOUNDATION | |||||||
| PO BOX 150180 | SAN RAFAEL | CA | 94915 | N/A | PUBLIC CHARITY | GENERAL | $2,000 |
| BELVEDERE COVE FOUNDATION | |||||||
| PO BOX 150180 | SAN RAFAEL | CA | 94915 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| BELVEDERE TIBURON LANDMARKS SOCIETY | |||||||
| 1550 TIBURON BLVD SUITE M | BELVEDERETIBURON | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| BELVEDERE TIBURON LIBRARY FOUNDATION | |||||||
| 1501 TIBURON BLVD | BELVEDERE TIBURON | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| BURKE SCHOOL | |||||||
| 7070 CALIFORNIA ST | SAN FRANCISCO | CA | 94121 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| CALIFORNIA STATE PARKS FOUNDATION | |||||||
| 33 NEW MONTGOMERY ST 520 | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| CALIFORNIA TROUT | |||||||
| 360 PINE STREET 4TH FLOOR | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| CAST HOPE | |||||||
| PO BOX 3740 | CHICO | CA | 95927 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| CHRONICLE SEASON OF SHARING | |||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| CLIMATE CENTER | |||||||
| 4TH ST SUITE 191 | SANTA ROSA | CA | 95404 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| COLLEGE OF MARIN | |||||||
| 835 COLLEGE AVENUE | KENTFIELD | CA | 94904 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| CONCERTS IN THE PARK | |||||||
| 450 SAN RAFAEL AVENUE | BELVEDERE | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| CONSERVATION CORPS NORTH BAY | |||||||
| 27 LARKSPUR ST 4820 | SAN RAFAEL | CA | 94901 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| CYSTIC FIBROSIS RESEARCH INSTITUTE (CFRI) | |||||||
| 1731 EMBARCADERO RD | PALO ALTO | CA | 94303 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| DRAWBRIDGE | |||||||
| 70 SKYVIEW TERRACE SUITE D | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| ENTERPRISE FOR YOUTH | |||||||
| 200 PINE ST FL 6 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| EXPLORATORIUM | |||||||
| 3601 LYON ST | SAN FRANCISCO | CA | 94123 | N/A | PUBLIC CHARITY | GENERAL | $15,000 |
| FINE ARTS MUSEUMS OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| FOUNDATION OF CITY COLLEGE | |||||||
| PO BOX 2879 | ALAMDEDA | CA | 94501 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| FRIENDS OF NO 9 | |||||||
| 372 BEL MARIN KEYS BL SUITE C-2 | NOVATO | CA | 94949 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| GIFFORDS LAW CENTER | |||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| GLIDE FOUNDATION | |||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| GREENBELT ALLIANCE | |||||||
| 827 BROADWAY STE 310 | OAKLAND | CA | 94607 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| GROCERIES FOR SENIORS | |||||||
| 660 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| GUIDE DOG | |||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| HENRY'S FORK FOUNDATION | |||||||
| PO BOX 550 606 MAIN STREET | ASHTON | CA | 83420 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| HUCKLEBERRY YOUTH PROGRAMS | |||||||
| 3450 GEARY BLVD 107 | SAN FRANCISCO | GA | 94118 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| MARIN BAYLANDS ADVOCATES | |||||||
| PO BOX 2598 | MILL VALLEY | CA | 94942 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| MARIN HEALTH (RACCOONS) | |||||||
| 1350 S ELISEO DR 110 | GREENBRAE | CA | 94901 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| MARIN HUMANE SOCIETY | |||||||
| 171 BEL MARIN KEYS BLVD | NOVATO | CA | 94949 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER ROAD FORT CRONKHITE | SAUSALITO | CA | 94965 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| NEXT GENERATION SCHOLARS | |||||||
| 1018 E ST | SAN RAFAEL | CA | 94901 | N/A | PUBLIC CHARITY | GENERAL | $2,000 |
| PACIFIC VISION FOUNDATION | |||||||
| 711 VAN NESS AVENUE 260 | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| POINT BLUE CONSERVATION | |||||||
| 3820 CYPRESS DR 11 | PETALUMA | CA | 94954 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| SAN FRANCISCO BAYKEEPER | |||||||
| 1736 FRANKLIN ST SUITE 800 | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| SAN FRANCISCO DEBUTANTE BALL | |||||||
| 1 MCINNIS PKWY SUITE 175 | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| SAN FRANCISCO DEBUTANTE BALL | |||||||
| 1 MCINNIS PKWY SUITE 175 | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| SAN FRANCISCO MARITIME MUSEUM | |||||||
| 2 MARINA BLVD BLDG E 2ND FLOOR | SAN FRANCISCO | CA | 94123 | N/A | PUBLIC CHARITY | GENERAL | $2,000 |
| SAN FRANCISCO MUSEUM MODERN ART | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| SAN FRANCISCO PARKS ALLIANCE | |||||||
| 415 HAYES ST FL 2 | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| SAN FRANCISCO SYMPHONY | |||||||
| DAVIES SYMPHONY HALL | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $2,000 |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | GENERAL | $1,500 |
| SF-MARIN FOOD BANK | |||||||
| 75 DIGITAL DR | NOVATO | CA | 94949 | N/A | PUBLIC CHARITY | GENERAL | $3,000 |
| SPAULDING MARINE CENTER | |||||||
| 600 GATE 5 ROAD | SAUSALITO | CA | 94965 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| TELEGRAPH HILL ASSOCIATION | |||||||
| 99 HARDING RD | SAN FRANCISCO | CA | 94132 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| THACHER SCHOOL | |||||||
| 5025 THACHER ROAD | OJAI | CA | 92023 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| TIBURON PENINSULA FOUNDATION | |||||||
| PO BOX 210 | BELVEDERE TIBURON | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| TIBURON PENINSULA FOUNDATION | |||||||
| PO BOX 210 | BELVEDERE TIBURON | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| WILDCARE | |||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| YMCO YOUNG MUSICIANS | |||||||
| 2020 MILVIA STREET | BERKELEY | CA | 94704 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,241 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $166,446 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,687 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,687 | 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 FEES | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,820,460 | EOYBookValueAmt |
| EOYFMV | $2,757,629 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $7,573 | $7,573 | $0 |
| MISC FEES | $58 | $58 | $0 |
| ADVISOR FEES | $13,392 | $13,392 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,417 | $0 | $0 |
| CA FILING FEE | $75 | $0 | $0 |
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