SUSTAINABLE GRANT MAKING PARTNERS FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SUSTAINABLE GRANT MAKING PARTNERS FUND (EIN 47-3287351)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-06
- IRS object ID
- 202202499349100915
- Schema version
- 2021v4.0
- 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
- Schedule B
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 | 2022-09-06T15:54:45-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-09-06 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,480,797 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,544 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $674 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $674 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $578,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $578,910 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,720,974 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,506,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,720,974 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $189,057 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $186,061 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,512,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,486,619 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $223,697 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $223,697 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,956 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $69,956 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,943 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $34,943 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $58,378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,453 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,925 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,683 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $18,240 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $18,240 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $100 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $100 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,026 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,807 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,219 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $522,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $368,080 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,252,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,252,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,774,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,620,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $738,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,372,676 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,036,722 | CashBOYAmt |
| Cash EOY | $79,920 | CashEOYAmt |
| Cash EOYFMV | $79,920 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,574,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,600,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,600,129 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,891,056 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,202,677 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,258,672 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $93,483 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $128,143 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $108,065 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,812,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,241,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,057,491 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $376,520 | OtherAssetsBOYAmt |
| Other Assets EOY | $376,520 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $376,520 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,785,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,629,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,480,797 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $111,986 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $111,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,673,378 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,629,333 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,673,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,629,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,785,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,629,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,673,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $738,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $217,819 | OtherIncreasesAmt |
| Subtotal | $22,629,333 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,629,333 | 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 |
|---|---|---|---|---|---|---|---|
| Sale of Publicly Traded Securities | P | 2000-01-01 | 2021-12-31 | $2,652,043 | $1,785,426 | $866,617 | $866,617 |
| Capital Gain Distributions | P | 2000-01-01 | 2021-12-31 | $854,357 | $854,357 | $854,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,720,974 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,980 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,980 | SubtotalAmt |
| Tax Based On Investment Income | $32,980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,835 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $67,835 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $34,855 | OverpaymentAmt |
| Applied To ES Tax | $34,855 | 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 | $79,935 |
| Aaron Gold | |||||||
| 1 Blackfield Drive 259 | Tiburon | CA | 94920 | Director | 0.10 | $12,762 | |
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 | 100 Montgomery Street | 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 | $69,956 | CompensationAmt |
| Employee Benefits | $13,655 | 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 | $33,393,928 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,082,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,559,227 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,035,688 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $38,035,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $570,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,465,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,873,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,873,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,980 | TotalTaxAmt |
| Distributable Before Adj | $1,840,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $125,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,965,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,965,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,620,080 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,620,080 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,965,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,581,511 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,620,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,581,511 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,569 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,926,709 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 2021 Program | $20,000 | ||||
| Brady Center To Prevent Gun Violenc | |||||||||||
| 840 First Street NE Suite 400 | Washington | DC | 20002 | N/A | PC | Brady'sLegalAlliance | $20,000 | ||||
| Taxpayers For Common Sense | |||||||||||
| 651 Pennsylvania Ave SE | Washington | DC | 20003 | N/A | PC | FederalSpendingOversightProject | $10,000 | ||||
| Aim High | |||||||||||
| PO Box 410715 | San Francisco | CA | 94141 | N/A | PC | AIM High Summer Learning Program | $10,000 | ||||
| Center for Investigative Reporting | |||||||||||
| 1400 65th Street Suite 200 | Emeryville | CA | 94608 | 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 Ste 500 | 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 | ||||
| Baykeeper | |||||||||||
| 1736 Franklin Street Ste 800 | Oakland | CA | 94612 | N/A | PC | General Operating Support | $15,000 | ||||
| Friend of Alameda County Casa Inc | |||||||||||
| 1000 San Leandro Blvd Ste 300 | San Leandro | CA | 94577 | N/A | PC | GeneralOperatingSupport | $15,000 | ||||
| Project on Government Oversight | |||||||||||
| 1100 G Street NW Ste 500 | Washington | DC | 20005 | N/A | PC | Ensuring Government Accountability Through Oversight Training and Reform | $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 | $20,000 | ||||
| Reporter Committee for Freedom of P | |||||||||||
| 1156 15th Street NW Suite 1020 | Washington | DC | 20005 | N/A | PC | General Operating Support | $10,000 | ||||
| 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 | ||||
| DonorsChoose | |||||||||||
| PO Box 7247 | Philadelphia | PA | 19170 | N/A | PC | Account Credits | $20,000 | ||||
| Campaign for Accountability | |||||||||||
| 611 Pennsylvania Ave SE 337 | Washington | DC | 20003 | N/A | PC | State Accountability Project | $15,000 | ||||
| American Oversight | |||||||||||
| 1030 15th St NW Ste B255 | Washington | DC | 20005 | N/A | PC | Countering Scam Election Reviews & Authoritarian Power Grabs | $15,000 | ||||
| Trust Women Foundation | |||||||||||
| PO Box 3222 | Wichita | KS | 67201 | N/A | PC | General Operating Support | $15,000 | ||||
| Fund Texas Choice | |||||||||||
| 3005 S Lamar Blvd Ste D109 Box 111 | Austin | TX | 78704 | N/A | PC | General Operating Support | $10,000 | ||||
| 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 | $460,000 | ||||
| Edgehog Advanced Technologies Inc | |||||||||||
| N/A | NC | Researching Nano-texturing of solar panel glass to increase energy output | $100,000 | 780 Av Brewster RC-016 | Montreal | CA | QC H4C 2K1 | ||||
| Ecellix Inc | |||||||||||
| 34310 SE Moses Street | Snoqualmie | WA | 98065 | N/A | NC | Researching development of High-performance Si-based Anodes to increase battery life and performance | $100,000 | ||||
| CASA of Contra Costa County | |||||||||||
| 2151 Salvio St Ste 295 | Concord | CA | 94520 | N/A | PC | General Operating Support | $30,000 | ||||
| WriterCoach Connection | |||||||||||
| 1212 Preservation Way 100 | Oakland | CA | 94612 | N/A | PC | Coaching @ Soskin Middle School | $10,000 | ||||
| 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 | $30,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,252,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $674 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $578,910 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,720,974 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Other Investment Income | 18 | $1,770 | ||
| Partnership Income | 14 | $184,291 | 900099 | $2,996 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,996 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,486,619 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,489,615 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The David B Gold Foundation | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery St Ste 3750 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,544 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edgehog Advanced Technologies Inc | ||||||||||||||||
| 780 Av Brewster RC-016 | Montreal | QC | CA | H4C 2K1 | 2021-01-01 | $100,000 | Researching Nano-texturing of solar panel glass | $100,000 | No | Various | 2021-01-01 | No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. | ||||
| Ecellix Inc | ||||||||||||||||
| 2021-01-01 | $100,000 | Researching development of High-performance Si-based Anodes | $100,000 | No | Various | 2020-01-01 | No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. | 34310 SE Moses Street | Snoqualmie | WA | 98065 | |||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds - See Attachment | BondNm |
| EOY Book Value | $128,143 | EOYBookValueAmt |
| EOYFMV | $108,065 | 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 | $6,202,677 | EOYBookValueAmt |
| EOYFMV | $14,258,672 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Limited Partnerships - See Attachment | AT COST | $1,667,458 | $1,960,614 |
| Private Equity - See Attachment | AT COST | $1,569,957 | $1,517,322 |
| Amer. Deposit. Receipts - See Attachment | AT COST | $808,307 | $1,101,873 |
| Mutual Funds - See Attachment | AT COST | $715,163 | $1,612,631 |
| Index Funds - See Attachment | AT COST | $1,470,677 | $4,590,674 |
| Int'l Index Funds - See Attachment | AT COST | $3,996,284 | $8,260,279 |
| Hedge Funds - See Attachment | AT COST | $1,014,098 | $1,014,098 |
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 | $1,520 | EOYBookValueAmt |
| EOYFMV | $1,520 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR Processing Fees | $394 | $394 | |
| Bank Service Charges | $387 | $387 | |
| Dues/Memberships | $4,279 | $4,279 | |
| Filing Fees | $800 | $800 | |
| Insurance | $1,051 | $1,051 | |
| Maint & Repairs | $6,386 | $6,386 | |
| Miscellaneouse Expenses | $123 | $123 | |
| Office Expenses | $2,708 | $2,708 | |
| Payroll Processing Fee | $399 | $399 | |
| Postage | $656 | $656 | |
| PSP Expenses | $40,413 | $40,413 | |
| Subscriptions | $152 | $152 | |
| Supplies | $665 | $665 | |
| Telephone | $613 | $613 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $1,770 | $1,770 |
| Partnership Income | $187,287 | $184,291 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Partnership Adjustmnets | $92,819 |
| Recovered Grant | $125,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Advisor Fees | $55,453 | $55,453 | $0 | $0 |
| Outside Consultants | $2,925 | $0 | $0 | $2,925 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $40,000 | |
| Foreign Tax on Dividends | $17,683 | $17,683 |
Comments