2022-08-08T15:29:17-05:00 2021-12-31 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2021-01-01 465476017 THE BATTERY FOUNDATION BATT 4152308000 717 BATTERY STREET SAN FRANCISCO CA 94111 SUZAN CANLI SECRETARY 4152155020 2022-08-05 1 SUZAN CANLI 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X BATTERY POWERED COLLEEN GREGERSON 717 BATTERY STREET SAN FRANCISCO CA 94111 3450077 0 X WWW.THEBATTERYSF.COM/BATTERYPOWERED X 2014 CA TO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES. 7 7 3 8 0 0 3325657 3445233 0 0 28362 4844 0 0 3354019 3450077 3477324 2632630 0 0 514114 372296 0 0 77921 125973 98977 4117411 3103903 -763392 346174 2318114 2420883 1504735 1261330 813379 1159553 TO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES. 0 0 2897471 2632630 0 IN 2021, THE BATTERY FOUNDATION COVERED THE TOPICS OF PUBLIC EDUCATION, CLIMATE ACTION AND THE BAY AREA'S FUTURE. WE MADE NEW GRANT COMMITMENTS TO THESE THREE RESPECTIVE AREAS TOTALING $2.6 MILLION WITH 15 NONPROFIT ORGANIZATIONS RECEIVING LARGE GRANTS AND 15 NONPROFITS RECEIVING SMALL GRANTS. WE REINSTATED IN PERSON PROGRAMMING AS THE PANDEMIC AND CITY ALLOWED AND BEGIN TO REGROW THE MEMBERSHIP. 2897471 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SUZAN CANLI 4152155020 717 BATTERY STREET SAN FRANCISCO CA 94111 XOCHILTZIN BIRCH PRESIDENT 0.50 X X 0 0 0 MICHAEL BIRCH TREASURER 0.50 X X 0 0 0 SUZAN CANLI SECRETARY 1.00 X X 0 0 0 JAMIE ALLISON DIRECTOR 0.50 X 0 0 0 DAN KINSLEY DIRECTOR 0.50 X 0 0 0 JENI IZUEL DIRECTOR 0.50 X 0 0 0 SARA LOMELIN DIRECTOR 0.50 X 0 0 0 COLLEEN GREGERSON EXECUTIVE DIRECTOR 40.00 X 174647 0 18481 JILL MINKUS DIRECTOR OF GRANTS & IMPACT 40.00 X 114277 0 4928 288924 0 23409 2 0 1 0 0 21000 3424233 280345 3445233 4844 4844 3450077 0 0 4844 2622630 2622630 10000 10000 193127 122683 30192 40252 144981 93080 23121 28780 4592 2755 643 1194 9605 5763 1345 2497 19991 11994 2799 5198 150 150 38163 38163 950 950 29057 29057 151 151 2010 2010 BOOKS/SUBSCRIPTION/REF 16136 16136 PRINTING & PUBLICATION 10404 10404 BUS. REGISTRATION FEES 1031 1031 THEME EDUCATION/SPEAKER 900 900 25 25 3103903 2897471 128511 77921 460739 849371 1815133 1419977 31997 141722 10245 9813 2318114 2420883 21574 20144 1483161 1241186 1504735 1261330 X 752379 1080553 61000 79000 813379 1159553 2318114 2420883 346174 0 X 0 1 X 1 0 X 4819027 3977694 4452182 3325657 3445233 20019793 4819027 3977694 4452182 3325657 3445233 20019793 971493 19048300 36305 70673 72398 28362 4844 212582 20232375 0.94150 0.91880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3103903 3103903 305195 76299 0 0 382473 386930 355871 305195 1430469 2145704 372500 275000 104999 0 752499 95618 96733 88968 76299 357618 536427 87500 87500 84999 0 259999 0 X 3491383 41306 41306 3450077 0 3450077 3145209 41306 41306 3103903 0 3103903 PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL OPERATING SUPPORT 10000 WIRE 0 1 0 1 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 826 VALENCIA 826 VALENCIA STREET SAN FRANCISCO CA 94110 043694151 501(C)(3) 250000 0 SUPPORT IN-SCHOOLS PROGRAMMING IN SY 21-22 AND 22-23 A HOME WITHIN 1330 BROADWAY 300 OAKLAND CA 94612 943402610 501(C)(3) 7650 0 GENERAL OPERATING SUPPORT AIM HIGH 2030 HARRISON ST 3RD FLOOR SAN FRANCISCO CA 94110 943296338 501(C)(3) 185470 0 STRENGTHEN AND EXPAND SUMMER LEARNING PROGRAM FOR BAY AREA MIDDLE SCHOOL STUDENTS IN 2021 AND 2022 AMALGAMATED CHARITABLE FOUNDATIONS 1825 K STREET NW WASHINGTON DC 20006 821517696 501(C)(3) 10000 0 GENERAL SUPPORT OF GENERATIONAL RECOVERY FUND AMERICA SCORES BAY AREA 1460 MISSION STREET SAN FRANCISCO CA 94103 462465621 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT AS YOU SOW 2150 KITTREDGE STREET SUITE 450 BERKELEY CA 94720 943169008 501(C)(3) 192254 0 GENERAL SUPPORT FOR SHAREHOLDER ADVOCACY TO COMPEL CORPORATE ACTION ON CLIMATE AND ON RACIAL JUSTICE BLACK CULTURAL ZONE COMMUNITY DEVELOPMENT 8495 PARDEE DRIVE OAKLAND CA 94621 843885205 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT CALIFORNIANS FOR JUSTICE 1961 LAS PLUMAS AVE SAN JOSE CA 95133 943256009 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT CENTER FOR EMPOWERED POLITICS EDUCATION FUND 1042 GRANT AVE STE 5 SAN FRANCISCO CA 94133 843636499 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT FOR BAY RISING CHILDREN'S COUNCIL OF SAN FRANCISCO 445 CHURCH STREET SAN FRANCISCO CA 94114 942221305 501(C)(3) 250000 0 GENERAL SUPPORT FOR CHILDREN'S COUNCIL OF SAN FRANCISCO'S EFFORTS TO BOLSTER CHILD CARE INFRASTRUCTURE IN THE CITY OF SAN FRANCISCO ENVIRONMENTAL HEALTH COALITION 2727 HOOVER AVE STE 202 NATIONAL CITY CA 91950 953798792 501(C)(3) 123877 0 GENERAL OPERATING SUPPORT FOR THE CALIFORNIA ENVIRONMENTAL JUSTICE ALLIANCE EVERYDAY PEOPLE FOR CHANGE 634 BROADMOOR BLVD SAN LEANDRO CA 94577 463468086 501(C)(3) 197976 0 GENERAL SUPPORT FOR RUNWAY TO PURSUE ITS MISSION OF ADVANCING RESILIENCY FOR BLACK BUSINESSES AND THE COMMUNITIES THEY SERVE FIRST GRADUATE 2973 16TH STREET SUITE 400 SAN FRANCISCO CA 94103 943381171 501(C)(3) 106837 0 GENERAL SUPPORT FOR FIRST GRADUATES COACHING AND EDUCATIONAL SUPPORT PROGRAMS FLOURISH AGENDA 1714 FRANKLIN ST 100-321 OAKLAND CA 94612 330488726 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT HEADLANDS CENTER FOR THE ARTS 944 FORT BARRY SAUSALITO CA 94965 942817843 501(C)(3) 133089 0 GENERAL SUPPORT FOR HEADLANDS CENTER FOR THE ARTS ARTIST AND PUBLIC PROGRAMS MARCH ON 15800 CRABBS BRANCH WAY DERWOOD MD 20855 823045346 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT FOR FUTURE COALITION MINDFUL LIFE PROJECT 124 WASHINGTON AVE RICHMOND CA 94801 475066819 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT MK LEVEL PLAYING FIELD INSTITUTE DBA SMASH 2148 BROADWAY OAKLAND CA 94612 912088635 501(C)(3) 203227 0 GENERAL SUPPORT FOR SMASH ACADEMY CALIFORNIA MOVEMENT STRATEGY CENTER 436 14TH STREET 5TH FLOOR OAKLAND CA 94612 201037643 501(C)(3) 10000 0 GENERAL SUPPORT FOR CLIMATE INNOVATIONS PROGRAM MUSEUM OF AFRICAN DIASPORA 685 MISSION ST SAN FRANCISCO CA 94105 943338239 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT PACIFIC COMMUNITY VENTURES 1700 BROADWAY SUITE 300 OAKLAND CA 94612 770485877 501(C)(3) 234045 0 GENERAL SUPPORT OF PCV'S MISSION TO INVEST IN SMALL BUSINESSES AND MAKE MARKETS WORK FOR SOCIAL GOOD PEPPERWOOD FOUNDATION 2130 PEPPERWOOD PRESERVE RD SANTA ROSA CA 95404 010817571 501(C)(3) 250000 0 SUPPORT DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF TOOLS AND STRATEGIES TO PREDICT, PREPARE FOR, AND ADAPT TO WILDFIRES POINT BLUE CONSERVATION SCIENCE 3820 CYPRESS DR PETALUMA CA 94954 941594250 501(C)(3) 139180 0 SUPPORT FOR THEGROUND TRUTH INITIATIVE: A COLLABORATION TO SHIFT THE FOOD SYSTEM TOWARD EQUITY, RESILIENCE, AND SUSTAINABILITY THROUGH REGENERATIVE AGRICULTURE ROCKEFELLER FAMILY FUND 475 RIVERSIDE DRIVE SUITE 900 NEW YORK NY 10115 136257658 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT ROCKETSHIP PUBLIC SCHOOLS 350 TWIN DOLPHIN DRIVE SUITE 109 REDWOOD CITY CA 94065 204040597 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT SAN FRANCISCO EDUCATION FUND 2730 BRYANT STREET SAN FRANCISCO CA 94110 941592822 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT SHOTGUN PLAYERS 1901 ASHBY AVE BERKELEY CA 94703 943265879 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT SOMARTS 934 BRANNAN STREET SAN FRANCISCO CA 94103 942655955 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT THE CENTER FOR CULTURAL POWER 1330 BROADWAY 3RD FLOOR OAKLAND CA 94612 453154473 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT THE CLIMATE CENTER 1169 COX ST SONOMA CA 94103 450485495 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT THE CLIMATE REALITY PROJECT 555 11TH STREET NW WASHINGTON DC 20004 870745629 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT THE KELSEY 1460 MISSION STREET SAN FRANCISCO CA 94103 842909645 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT THE OAKLAND REACH 333 HEGENBERGER ROAD SUITE 750 OAKLAND CA 94621 831289590 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT WILDAID 333 PINE ST SUITE 300 SAN FRANCISCO CA 94104 203644441 501(C)(3) 149024 0 GENERAL SUPPORT FOR THE SUSTAINABLE DIETS CAMPAIGN, WHICH AIMS TO COMBAT CLIMATE CHANGE BY REDUCING MEAT CONSUMPTION AMONG CONSUMERS IN CHINA 34 0 PART I, LINE 2: ORGANIZATIONS IN RECEIPT OF A GRANT IN EXCESS OF $10,000 FROM THE BATTERY FOUNDATION ARE REQUIRED TO SUBMIT AN ANNUAL NARRATIVE AND FINANCIAL REPORT AS WELL AS A FINAL NARRATIVE AND FINANCIAL REPORT AT THE CONCLUSION OF THEIR GRANT. IN ADDITION, ONGOING COMMUNICATION WITH GRANTEES TAKES PLACE BETWEEN THESE FORMAL REPORTING PERIODS, AND INCLUDE IN SOME CASES SITE VISITS TO THE ORGANIZATIONS. X 0 0 0 0 0 0 0 0 0 COLLEEN GREGERSON EXECUTIVE DIRECTOR 174647 0 0 0 0 0 7160 0 11321 0 193128 0 0 0 X 9 280345 FMV 0 0 0 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 XOCHILTZIN AND MICHAEL BIRCH HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BATTERY FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. THE BOARD OF DIRECTORS (LESS THE FINANCIALLY INTERESTED PERSON(S)) REVIEWS CONFLICTS OF INTEREST AND MAKES THE DETERMINATION ON WHETHER A CONFLICT OF INTEREST EXISTS. PERSONS WITH A CONFLICT OF INTEREST ARE BARRED FROM PARTICIPATING IN ANY DECISIONS ON THE RELATED MATTER AND FROM VOTING ON ANY RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DECIDED AND APPROVED BY THE FULL BOARD OF DIRECTORS IN 2017. AMPLIFIER STRATEGIES WAS ENGAGED AS A CONSULTANT AT THAT TIME AND SUPPORTED COMPENSATION REVIEW. SINCE THEN AMPLIFIER HAS NOT BEEN ENGAGED, AND TWO ADJUSTMENTS HAVE BEEN MADE TO THE EXECUTIVE DIRECTOR SALARY: A COST OF LIVING ADJUSTMENT OF 3% WAS MADE FOR 2018; A COST OF LIVING AND PERFORMANCE INCREASE OF 4.5% IN 2020. COST OF LIVING INCREASES ARE MADE IN LINE WITH THE CONSUMER PRICE INDEX FROM THE BUREAU OF LABOR STATISTICS FOR THE SAN FRANCISCO AREA. THE EXECUTIVE DIRECTOR'S SALARY WAS RECENTLY REVIEWED AGAINST DATA SETS FOR EXECUTIVE DIRECTORS OF NON PROFIT ORGANIZATIONS IN SAN FRANCISCO WITH 15+ YEARS EXPERIENCE AND THE BOARD FOUND THE CURRENT SALARY REMAINS WITHIN THE COMPETITIVE RANGE FOR THE AREA. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND ANNUAL FORM 990 ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).