SUSTAINABLE GRANT MAKING PARTNERS FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SUSTAINABLE GRANT MAKING PARTNERS FUND (EIN 47-3287351)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-08-12
- IRS object ID
- 202222249349100717
- Schema version
- 2020v4.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-12T12:49:07-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2022-08-12 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,031,284 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,304 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,304 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $432,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $432,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,207,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,442,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,207,804 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $74,138 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $171,178 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,716,936 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,813,976 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $214,898 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $214,898 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $68,277 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $68,277 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,776 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,776 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,405 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,405 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,227 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,929 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,525 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $17,725 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $17,725 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,870 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,870 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,272 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,058 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $441,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $363,094 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $540,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $815,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $981,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,178,094 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $735,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,765,166 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $443,977 | CashBOYAmt |
| Cash EOY | $1,036,722 | CashEOYAmt |
| Cash EOYFMV | $1,036,722 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,625,067 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,574,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,574,632 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,842,098 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,891,056 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,117,984 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $93,483 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $75,474 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,965,296 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,812,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,849,952 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $276,520 | OtherAssetsBOYAmt |
| Other Assets EOY | $376,520 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $376,520 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,179,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,785,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,031,284 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $91,612 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $111,986 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $150,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $241,612 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $111,986 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,938,346 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,938,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,673,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,179,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,785,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,938,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $735,032 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,673,378 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,673,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Sale of Publicly Traded Securities | P | 2000-01-01 | 2020-12-31 | $3,330,573 | $2,234,169 | $1,096,404 | $1,096,404 |
| Capital Gain Distributions | P | 2000-01-01 | 2020-12-31 | $111,616 | $111,616 | $111,616 | |
| Capital Gains from Investment Pshps | P | 2000-01-01 | 2020-12-31 | $216 | -$216 | -$216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,207,804 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,536 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,536 | SubtotalAmt |
| Tax Based On Investment Income | $24,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,371 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $52,371 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $27,835 | OverpaymentAmt |
| Applied To ES Tax | $27,835 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | false | 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 | $76,398 |
| Aaron Gold | |||||||
| 1 Blackfield Drive 259 | Tiburon | CA | 94920 | Director | 0.10 | $7,500 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ronald Chu | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | $68,277 | CompensationAmt |
| Employee Benefits | $13,902 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Clean Crop Technologies, Inc - Crop loss reduction and food safety | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Total | $100,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,496,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $442,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,857,565 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,796,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $30,796,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $461,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,334,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,516,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,516,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,536 | TotalTaxAmt |
| Distributable Before Adj | $1,492,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $125,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,617,209 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,617,209 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,178,094 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $100,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,278,094 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,278,094 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,617,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,241,106 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,278,094 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,241,106 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,988 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,580,221 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alliance For Justice | |||||||
| 11 Dupont Circle NW Ste 500 | Washington | DC | 20036 | N/A | PC | Justice Program | $15,000 |
| Center for Responsive Politics | |||||||
| 1300LStreetNWSuite200 | Washington | DC | 20005 | N/A | PC | KeepingGovernmentTransparent&Accountable | $20,000 |
| Larkin Street Youth Services | |||||||
| 134 Golden Gate Avenue | San Francisco | CA | 94102 | N/A | PC | Larkin Street Youth Services | $10,000 |
| SOAR for Youth | |||||||
| PO Box 1291 | Berkeley | CA | 94701 | N/A | PC | SOAR 2020 Program | $15,000 |
| 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 | FederalSpendingOversightCampaign | $10,000 |
| Aim High | |||||||
| PO Box 410715 | San Francisco | CA | 94141 | N/A | PC | AIM High Summer Learning Program | $10,000 |
| National Inst on Money in State Pol | |||||||
| 833 N Last Chance Gulch | Helena | MT | 59601 | N/A | PC | Follow the Money for a Better Democracy | $25,000 |
| 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 | Strategic Research & Litigation | $17,000 |
| Campaign Legal Center Inc | |||||||
| 1411 14th Street NW Ste 400 | Washington | DC | 20005 | N/A | PC | General Operating Support | $50,000 |
| Earthjustice | |||||||
| 50 California Street Ste 500 | San Francisco | CA | 94111 | N/A | PC | General Operating Support | $25,000 |
| Baykeeper | |||||||
| 1736 Franklin Street Ste 800 | Oakland | CA | 94612 | N/A | PC | General Support | $15,000 |
| Project on Government Oversight | |||||||
| 1100 G Street NW Ste 500 | Washington | DC | 20005 | N/A | PC | WhistleblowerProtection&CongressionalOversight | $20,000 |
| Oakland Public Education Fund | |||||||
| 520 3rd Street Suite 109 | Oakland | CA | 94607 | N/A | PC | Tech Exchange | $30,000 |
| CenterforBiologicalDiversity | |||||||
| POBox710 | Tucson | AZ | 85702 | N/A | PC | TheClimateLawInstitute | $15,000 |
| ChabadOfChampaign-UrbanaNfp | |||||||
| 509SFourthStreet | Champaign | IL | 61820 | N/A | PC | GeneralSupport | $1,000 |
| 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 | $10,000 |
| Meals on Wheels San Francisco | |||||||
| 1375 Fairfax Avenue | San Francisco | CA | 94124 | N/A | PC | General Support | $10,000 |
| Alameda County Community Food Bank | |||||||
| PO Box 2599 | Oakland | CA | 94614 | N/A | PC | General Support | $10,000 |
| Redwood Empire Food Bank | |||||||
| 3990 Brickway Blvd | Santa Rosa | CA | 95403 | N/A | PC | General Support | $10,000 |
| Food Bank of Contra Costa Solano | |||||||
| 4010 Nelson Ave | Concord | CA | 94520 | N/A | PC | General Operating Support | $10,000 |
| Be A Mentor Inc | |||||||
| 22693 Hesperian Blvd Suite 170 | Hayward | CA | 94541 | N/A | PC | Virtual Tutoring | $27,000 |
| Northwestern University | |||||||
| 633 Clark Street | Evanston | IL | 60208 | N/A | PC | FOIA Practicum Fund | $30,000 |
| Marin CASA | |||||||
| 1401 Los Gamos Drive Ste130 | San Rafael | CA | 94903 | N/A | PC | General Support | $5,000 |
| Calwave Power Technologies Inc | |||||||
| 3 Captain Dr Apt310 | Emeryville | CA | 94608 | N/A | NC | Research to Develop Wave Energy Converter | $100,000 |
| Nuclease Probe Technologies Inc | |||||||
| 110 Canal Street 4th Floor | Lowell | MA | 01852 | N/A | NC | Development of Fluorogenic Agar for Detecting MRSA & Developing a Coronavirus Diagnostic | $100,000 |
| Inhalon Biopharma Inc | |||||||
| 106 Oak Spring Ct | Carrboro | NC | 27510 | N/A | NC | Researching Buffer Formulations to Successfully Aerosolize Therapeutic Antibodies | $100,000 |
| BlueDot Photonics | |||||||
| 9212 NE 141st Street | Kirkland | WA | 98034 | N/A | NC | Research & Development Related to Perovskite Solar Technology | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $815,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,304 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $432,690 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,207,804 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Other Investment Income | 18 | $5,864 | ||
| Partnership Income | 14 | $72,495 | 900099 | -$4,221 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,221 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,721,157 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,716,936 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Services | CategoryTxt |
| Amt | $6,405 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,405 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Clean Crop Technologies Inc | |||||||||||
| 132 Main St Unit 1K | Hayderville | MA | 01039 | 2020-01-01 | $100,000 | Crop Loss Reduction and Food Safety | $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. |
| Calwave Power Techologies Inc | |||||||||||
| 3 Captain Dr Apt 310 | Emeryville | CA | 94608 | 2020-01-01 | $100,000 | Research to Develop Wave Energy Converter | $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. |
| Nuclease Probe Technologies Inc | |||||||||||
| 110 Canal Street 4th Floor | Lowell | MA | 01852 | 2020-01-01 | $100,000 | Development of Fluorogenic Agar | $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. |
| Inhalon Biopharma Inc | |||||||||||
| 106 Oak Spring Ct | Carrboro | NC | 27510 | 2020-01-01 | $100,000 | Researching Buffer Formulations | $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. |
| BlueDot Photonics | |||||||||||
| 9212 NE 141st Street | Kirkland | WA | 98034 | 2020-01-01 | $75,000 | Research & Dev Perovskite Solar Tech | $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. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds - See Attachment | BondNm |
| EOY Book Value | $93,483 | EOYBookValueAmt |
| EOYFMV | $75,474 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Common Stock - See Attachment | StockNm |
| EOY Book Value | $5,891,056 | EOYBookValueAmt |
| EOYFMV | $12,117,984 | 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 | $911,202 | $1,171,497 |
| Private Equity - See Attachment | AT COST | $2,785,227 | $2,732,592 |
| Amer. Deposit. Receipts - See Attachment | AT COST | $796,460 | $1,018,584 |
| Mutual Funds - See Attachment | AT COST | $1,193,847 | $1,977,110 |
| Index Funds - See Attachment | AT COST | $1,254,931 | $3,544,754 |
| Int'l Index Funds - See Attachment | AT COST | $3,996,284 | $8,530,415 |
| Hedge Funds - See Attachment | AT COST | $875,000 | $875,000 |
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 (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR Processing Fees | $319 | $319 | |
| Bank Service Charges | $402 | $402 | |
| Books/Publications | $541 | $541 | |
| Dues/Memberships | $3,838 | $3,838 | |
| Education | $124 | $124 | |
| Filing Fees | $865 | $865 | |
| Insurance | $941 | $941 | |
| Maint & Repairs | $5,858 | $5,858 | |
| Miscellaneouse Expenses | $224 | $224 | |
| Office Expenses | $2,296 | $2,296 | |
| Payroll Processing Fee | $399 | $399 | |
| Postage | $700 | $700 | |
| PSP Expenses | $2,739 | $2,739 | |
| Subscriptions | $57 | $57 | |
| Supplies | $869 | $869 | |
| Telephone | $1,100 | $1,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $5,864 | $5,864 |
| Partnership Income | $68,274 | $165,314 |
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 | $38,227 | $38,227 | $0 | $0 |
| Outside Consultants | $5,929 | $0 | $0 | $5,929 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $30,000 | |
| Foreign Tax on Dividends | $7,525 | $7,525 |
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