BOTHIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BOTHIN FOUNDATION (EIN 94-1196182)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-01
- IRS object ID
- 202232449349100818
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-01T15:19:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941196182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTHIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOTH | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYMAN H CASEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155166450 | PhoneNum |
| Signature | 2022-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYMAN | PersonFirstNm |
| Person Last | CASEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LEE | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $49,359,002 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $166,696 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $166,696 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $847,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $847,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,904,088 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,939,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,904,088 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $180 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $180 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,918,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,918,019 | 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 |
| Legal Fees Rev And Expnss | $943 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $644,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $251,297 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $348,091 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,238 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,721 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $712,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $277,168 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $348,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,133,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,133,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,846,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $277,168 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,482,366 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,640,851 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,880 | CashBOYAmt |
| Cash EOY | $162,128 | CashEOYAmt |
| Cash EOYFMV | $162,128 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $489,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $572,248 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $572,248 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $64,575 | AcctRcvblAmt |
| Acct Rcvbl BOY | $62,793 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $64,575 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $64,575 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,339 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,186 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,186 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $33,661,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,067,216 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,067,216 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,285,940 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,491,649 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,491,649 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $46,576,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,359,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,359,002 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,242 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $29,670 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $178,567 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $216,195 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $224,809 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $245,865 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $46,351,617 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $49,113,137 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,351,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,113,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,576,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,359,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,351,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,894 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,727,254 | OtherIncreasesAmt |
| Subtotal | $49,150,765 | SubtotalAmt |
| Other Decreases | $37,628 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,113,137 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MARKETABLE SECURITIES | 2021-01-01 | 2021-12-31 | $5,919,954 | $4,035,808 | $1,884,146 | $1,884,146 |
| CAPITAL GAINS DIVIDENDS | 2021-01-01 | 2021-12-31 | $19,942 | $19,942 | $19,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,904,088 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,708 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,708 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,708 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,603 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,603 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,895 | OverpaymentAmt |
| Applied To ES Tax | $18,895 | 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 | WWW.BOTHINFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYMAN H CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KIMBERLY CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| RAVIN AGRAWAL | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 2.00 | $0 | $0 | $0 |
| DEVON LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| HOLDEN LEE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | AUDIT CHAIR | 2.00 | $0 | $0 | $0 |
| LYMAN R CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KATE JOINER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICHOLAS LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LYMAN AMBROSE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BOE HAYWARD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TESS REYNOLDS | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CAROL PRINCE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | FOUNDATION MANAGEMENT/ACCOUNTING | $424,014 |
| CORNERSTONE CAPITAL INC | |||||
| 200 HOMER AVENUE | PALO ALTO | CA | 94301 | INVESTMENT COUNSELING | $103,880 |
| BAKER STREET ADVISORS LLC | |||||
| 575 MARKET ST 6TH FLOOR | SAN FRANCISCO | CA | 94105 | INVESTMENT COUNSELING | $87,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,223,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $849,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,073,215 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,073,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $721,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,352,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,367,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,367,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,708 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,708 | TotalTaxAmt |
| Distributable Before Adj | $2,330,898 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,330,898 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,330,898 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,482,366 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,482,366 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,330,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $42,197 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $84,953 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $127,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,482,366 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,330,898 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $151,468 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $278,618 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $278,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $42,197 | ExcessFromYear3Amt |
| Excess From Year1 | $84,953 | ExcessFromYear1Amt |
| Excess From Current Year | $151,468 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIFFANY WOOD SENIOR PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS SUITE 205 | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | UPGRADE TECHNOLOGY AND SPACE IN RESPONSE TO COVID-19 | $33,800 | |
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | PURCHASE COMPUTERS AND TECHNOLOGY EQUIPMENT | $30,000 | |
| ALL FIVE | |||||||
| 1391 CHILCO STREET | MENLO PARK | CA | 94025 | 501(C)(3) PUBLIC CHA | RENOVATE PROPERTY FOR ENROLLMENT EXPANSION PROJECT | $40,000 | |
| ASIANWEEK FOUNDATION | |||||||
| 809 SACRAMENTO STREET | SAN FRANCISCO | CA | 941082116 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL A SOLAR ENERGY SYSTEM AND CONVERT A SHIPPING CONTAINER INTO FOOD STORAGE, REFRIGERATION, AND ADMINISTRATIVE SPACE | $25,000 | |
| BATTLE TESTED KIDS INC | |||||||
| 1714 FRANKLIN STREET SUITE 100-123 | OAKLAND | CA | 946123409 | 501(C)(3) PUBLIC CHA | TRANSPORTATION FOR BATTLE TESTED KIDS SPORTS LEADERSHIP CAMPS AND SPORTS CLINICS | $35,000 | |
| BAY AREA DISCOVERY MUSEUM | |||||||
| 557 MCREYNOLDS ROAD | SAUSALITO | CA | 94965 | 501(C)(3) PUBLIC CHA | INSTALL ACCESSIBLE DOORS IN MAIN ENTRANCE TO THE MUSEUM | $38,850 | |
| BAY ORG | |||||||
| THE EMBARCADERO AT BEACH STREET C/O | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | PURCHASE EQUIPMENT TO CREATE A 3D PRINTING LAB FOR OCEAN CONSERVATION AND EDUCATION | $32,000 | AQUARIUM OF THE BAY ADMIN OFFICE |
| BAYSHORE CHRISTIAN MINISTRIES | |||||||
| 1001 BEECH STREET | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | PURCHASE COMPUTERS AND TECHNOLOGY EQUIPMENT | $30,000 | |
| BOARD OF TRUSTEES OF THE GLIDE FOUNDATION | |||||||
| 330 ELLIS STREET 4TH FLOOR | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | INSTALL NEW WINDOWS AND HVAC IN THE FAMILY YOUTH AND CHILDCARE CENTER | $34,600 | |
| BOYS & GIRLS CLUBS OF SONOMA-MARIN | |||||||
| 1400 N DUTTON AVE SUITE 24 | SANTA ROSA | CA | 95401 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY FOR AFTER-SCHOOL ACADEMIC AND ENRICHMENT PROGRAMS | $30,000 | |
| CANOPY | |||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 943034326 | 501(C)(3) PUBLIC CHA | PURCHASE A SMALL UTILITY TRUCK FOR CANOPY'S COMMUNITY FORESTRY PROGRAMS | $25,000 | |
| CARTOON ART MUSEUM OF CALIFORNIA | |||||||
| 781 BEACH STREET FL 1 | SAN FRANCISCO | CA | 94109 | 501(C)(3) PUBLIC CHA | LEGION OF EDUCATORS INITIATIVE | $5,250 | |
| CASA OF SAN MATEO COUNTY | |||||||
| SOBRATO CENTER FOR NONPROFITS 330 | REDWOOD CITY | CA | 94065 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | TWIN DOLPHIN DRIVE SUITE 139 |
| CASA OF SAN MATEO COUNTY | |||||||
| SOBRATO CENTER FOR NONPROFITS 330 | REDWOOD CITY | CA | 94065 | 501(C)(3) PUBLIC CHA | COMPUTER UPGRADES | $3,500 | TWIN DOLPHIN DRIVE SUITE 139 |
| CASA OF SAN MATEO COUNTY | |||||||
| SOBRATO CENTER FOR NONPROFITS 330 | REDWOOD CITY | CA | 94065 | 501(C)(3) PUBLIC CHA | SUPPLEMENTAL FUNDING FOR COMPUTER UPGRADE PROJECT | $2,000 | TWIN DOLPHIN DRIVE SUITE 139 |
| CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA | |||||||
| PO BOX 4900 | SANTA ROSA | CA | 95402 | 501(C)(3) PUBLIC CHA | PURCHASE BUNK BEDS FOR FAMILY ROOMS AT THE NEW CARITAS CENTER | $35,000 | |
| CHINATOWN COMMUNITY DEVELOPMENT CENTER INC | |||||||
| 1525 GRANT AVE | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | CHINATOWN VIRTUAL SUPPORTIVE LEARNING PROGRAM | $20,000 | |
| CITY HOPE SAN FRANCISCO | |||||||
| 45 OLIVE STREET | SAN FRANCISCO | CA | 94109 | 501(C)(3) PUBLIC CHA | RENOVATE THE NEW SPACE FOR CITY HOPE CAF | $50,000 | |
| CITY YOUTH NOW | |||||||
| 375 WOODSIDE AVE | SAN FRANCISCO | CA | 94127 | 501(C)(3) PUBLIC CHA | PURCHASE LAPTOPS AND WIRELESS CONNECTIVITY FOR PARTICIPANTS IN THE PERSONAL EMPOWERMENT PROGRAM | $30,000 | |
| CITY YOUTH NOW | |||||||
| 375 WOODSIDE AVE | SAN FRANCISCO | CA | 94127 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | RESURFACE ROOF AT BAYVIEW-HUNTERS POINT PROGRAM SITE | $30,000 | |
| COMMUNITY & FAMILY SERVICE AGENCY | |||||||
| 16390 MAIN STREET PO BOX 325 | GUERNEVILLE | CA | 95446 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL TRAILERS IN MOBILE HOME PARK FOR PERMANENT SUPPORTIVE HOUSING | $25,000 | |
| COMMUNITY AWARENESS RECOURCES ENTITY | |||||||
| 107 DAKOTA ST | SAN FRANCISCO | CA | 941073307 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| COMMUNITY FOUNDATION SONOMA COUNTY | |||||||
| 120 STONY POINT ROAD SUITE 220 | SANTA ROSA | CA | 95401 | 501(C)(3) PUBLIC CHA | COVID-19 RESILIENCE FUND | $15,000 | |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | TECHNOLOGY UPGRADES FOR THE SAFETY AND FUTURE OF COMMUNITY MUSIC CENTER | $25,000 | |
| COMPASS FAMILY SERVICES | |||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | SUPPORT THE CAPITAL CAMPAIGN FOR THE FAMILY SERVICES HUB | $50,000 | |
| CONARD HOUSE INC | |||||||
| 1385 MISSION STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | REPLACE ROOF AND WINDOWS IN THE MCALLISTER COOPERATIVE APARTMENT BUILDING | $25,000 | |
| CONSERVATION CORPS NORTH BAY INC | |||||||
| 11 PIMENTEL COURT | NOVATO | CA | 94949 | 501(C)(3) PUBLIC CHA | UPGRADE OUTDOOR SPACES AT TWO SITES FOR TRAINING AND WORKSHOPS | $25,000 | |
| DEV MISSION | |||||||
| 360 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| EAST PALO ALTO SENIOR CENTER INC | |||||||
| 560 BELL STREET | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | EAST PALO ALTO SENIOR CENTER TECHNOLOGY PROJECT | $10,000 | |
| EAST PALO ALTO TENNIS AND TUTORING | |||||||
| PO BOX 60597 | PALO ALTO | CA | 94306 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY AND A SECURITY SYSTEM FOR AFTER-SCHOOL ENRICHMENT PROGRAM | $30,000 | |
| FACES SF | |||||||
| 1101 MASONIC AVE | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | RENOVATE PROGRAM SITE IN BAYVIEW-HUNTERS POINT TO ACCOMMODATE MORES STUDENTS | $25,000 | |
| FAMILY HOUSE INC | |||||||
| 540 MISSION BAY BLVD NORTH | SAN FRANCISCO | CA | 94158 | 501(C)(3) PUBLIC CHA | NEW SERVERS PROJECT | $10,000 | |
| FRED FINCH YOUTH CENTER | |||||||
| 3800 COOLIDGE AVENUE | OAKLAND | CA | 94602 | 501(C)(3) PUBLIC CHA | SAN MATEO TECHNOLOGICAL UPGRADES | $5,000 | |
| FRIENDS FOR YOUTH INC | |||||||
| 3460 W BAYSHORE RD 203 | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | PURCHASE LAPTOPS FOR MENTORING PROGRAM FOR UNDERSERVED YOUTH | $30,000 | |
| HARM REDUCTION THERAPY CENTER | |||||||
| 21 MERLIN STREET | SAN FRANCISCO | CA | 94107 | 501(C)(3) PUBLIC CHA | RENOVATE HARM REDUCTION THERAPY CENTER BUILDING | $40,000 | |
| HEALTHY CITIES TUTORING INC | |||||||
| PO BOX 653 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | PURCHASE LAPTOPS, PRINTERS, AND PRINTER SUPPLIES | $25,000 | |
| HENRY OHLHOFF HOUSE | |||||||
| 601 STEINER STREET | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | REMODEL THE THIRD FLOOR OF THE WORKING MENS RESIDENTIAL PROGRAM | $30,000 | |
| HOMIES ORGANIZING THE MISSION TO EMPOWER YOUTH HOMEY | |||||||
| 2221 MISSION STREET | SAN FRANCISCO | CA | 941101811 | 501(C)(3) PUBLIC CHA | DEVELOP PROPERTY FOR HOMEY 1990 FOLSOM CAPITAL PROJECT | $40,000 | |
| HOMIES ORGANIZING THE MISSION TO EMPOWER YOUTH HOMEY | |||||||
| 2221 MISSION STREET | SAN FRANCISCO | CA | 941101811 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| HUMANIDAD THERAPY & EDUCATION SERVICES | |||||||
| 1260 N DUTTON AVENUE SUITE 230 | SANTA ROSA | CA | 95401 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| INTERSECTION FOR THE ARTS | |||||||
| PO BOX 34310 | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | THE BEAT WITHIN | $5,000 | |
| JEFFERSON UNION HIGH SCHOOL DISTRICT | |||||||
| 350 90TH ST 3RD FLOOR | DALY CITY | CA | 94015 | 501(C)(3) PUBLIC CHA | DALY CITY YOUTH HEALTH CENTER | $5,000 | |
| KIDS & ART FOUNDATION | |||||||
| 1443 HOWARD AVE SUITE 218 | BURLINGAME | CA | 94010 | 501(C)(3) PUBLIC CHA | MAKING HEALING THROUGH ART ACCESSIBLE | $15,000 | |
| LANDPATHS | |||||||
| 618 4TH ST 217 | SANTA ROSA | CA | 95404 | 501(C)(3) PUBLIC CHA | PURCHASE A HYBRID, MULTI-PASSENGER VEHICLE TO INCREASE ACCESS TO NATURE FOR UNDERREPRESENTED YOUTH AND FAMILIES | $35,000 | |
| LAVENDER YOUTH RECREATION AND INFORMATION CENTER INC | |||||||
| 127 COLLINGWOOD STREET | SAN FRANCISCO | CA | 94114 | 501(C)(3) PUBLIC CHA | DEVELOP PROPERTY FOR LYRICS CAPITAL RENOVATION PROJECT | $35,000 | |
| LIME FOUNDATION | |||||||
| 3327 MCMAUDE PLACE | SANTA ROSA | CA | 95407 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| MARIN BRAIN INJURY NETWORK | |||||||
| 1132 MAGNOLIA AVENUE | LARKSPUR | CA | 94939 | 501(C)(3) PUBLIC CHA | REPAIR BUILDING AWNING AND UPGRADE DOORS WITH ADA AUTOMATED SYSTEM | $24,000 | |
| MARIN COMMUNITY FOUNDATION | |||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | 501(C)(3) PUBLIC CHA | THE COVID-19 FUND OF MCF | $10,000 | |
| MARIN HORIZON SCHOOL INCORPORATED | |||||||
| 305 MONTFORD AVE | MILL VALLEY | CA | 949413370 | 501(C)(3) PUBLIC CHA | HORIZON COMMUNITY SCHOOL | $47,000 | |
| MARIN LINK INC | |||||||
| PO BOX 94 | LARKSPUR | CA | 94977 | 501(C)(3) PUBLIC CHA | KIDS COOKING FOR LIFE | $10,000 | |
| MARIN PERFORMING STARS | |||||||
| 271 DRAKE AVENUE | SAUSALITO | CA | 94965 | 501(C)(3) PUBLIC CHA | CARGO VAN FOR ARTS ENRICHMENT AND SAFETY NET PROGRAM SUPPORT | $35,000 | |
| MARIN PERFORMING STARS | |||||||
| 271 DRAKE AVENUE | SAUSALITO | CA | 94965 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| MARIN SHAKESPEARE COMPANY | |||||||
| P O BOX 4053 | SAN RAFAEL | CA | 94913 | 501(C)(3) PUBLIC CHA | CENTER FOR PERFORMING ARTS, EDUCATION, AND SOCIAL JUSTICE 514 FOURTH STREET, SAN RAFAEL | $30,000 | |
| MINDFUL LIFE PROJECT | |||||||
| 1001 CANAL BLVD SUITE A | RICHMOND | CA | 94804 | 501(C)(3) PUBLIC CHA | MLP TECHNOLOGY GRANT | $2,500 | |
| MISSION BIT | |||||||
| 101A CLAY ST 121 | SAN FRANCISCO | CA | 94080 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| NARIKA | |||||||
| 3155 KEARNEY ST STE 190 | FREMONT | CA | 945382285 | 501(C)(3) PUBLIC CHA | TECHNOLOGY SUPPORT FOR DOMESTIC VIOLENCE SURVIVORS AND CASE MANAGERS | $10,000 | |
| NORTH AND SOUTH OF MARKET ADULT DAY HEALTH CARE CORP | |||||||
| 930 4TH STREET | SAN FRANCISCO | CA | 94158 | 501(C)(3) PUBLIC CHA | REMODEL KITCHEN AT MABINI ADULT DAY HEALTH CENTER | $30,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | MEMBERSHIP AND GRANT | $1,750 | |
| OLD SKOOL CAFE | |||||||
| 1429 MENDELL STREET | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | RECONFIGURE OUTDOOR DINING AREA | $20,000 | |
| PERFORMING ARTS WORKSHOP INC | |||||||
| 768 DELANO AVENUE | SAN FRANCISCO | CA | 94112 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY FOR VISUAL AND MEDIA ARTS PROGRAMS FOR SCHOOL-AGE YOUTH | $30,000 | |
| PUENTE DE LA COSTA SUR | |||||||
| PO BOX 554 | PESCADERO | CA | 94060 | 501(C)(3) PUBLIC CHA | PURCHASE NEW DUAL CABIN PICK-UP TRUCK TO TRANSPORT SUPPLIES AND CLIENTS LIVING ON AGRICULTURAL LAND | $35,000 | |
| REDWOOD CITY POLICE ACTIVITIES LEAGUE INC | |||||||
| 3399 BAY ROAD | REDWOOD CITY | CA | 94063 | 501(C)(3) PUBLIC CHA | REPLACE HVAC SYSTEM IN COMMUNITY CENTER | $50,000 | |
| REDWOOD CITY POLICE ACTIVITIES LEAGUE INC | |||||||
| 3399 BAY ROAD | REDWOOD CITY | CA | 94063 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| RICHMOND DISTRICT NEIGHBORHOOD CENTER INC | |||||||
| 741 30TH AVE | SAN FRANCISCO | CA | 94121 | 501(C)(3) PUBLIC CHA | SEWER REPAIR AND RENOVATION | $10,000 | |
| RITTER CENTER | |||||||
| PO BOX 3517 | SAN RAFAEL | CA | 94912 | 501(C)(3) PUBLIC CHA | PURCHASE NEW HVAC FOR DAY SERVICES CENTER AND BEHAVIORAL HEALTH BUILDING | $25,000 | |
| SAINT FRANCIS FOUNDATION | |||||||
| 900 HYDE STREET STE 1208 | SAN FRANCISCO | CA | 941094806 | 501(C)(3) PUBLIC CHA | PURCHASE LASER EQUIPMENT TO LAUNCH THE SCAR MITIGATION PROGRAM AT THE BOTHIN BURN CENTER | $25,000 | |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BOULEVARD | SAN MATEO | CA | 94403 | 501(C)(3) PUBLIC CHA | INSTALL AN AIR PURIFICATION SYSTEM | $25,000 | |
| SAN FRANCISCO BOTANICAL GARDEN SOCIETY AT STRYBING ARBORETUM | |||||||
| 1199 NINTH AVENUE | SAN FRANCISCO | CA | 94122 | 501(C)(3) PUBLIC CHA | NEW NURSERY FOR SAN FRANCISCO BOTANICAL GARDEN | $10,000 | |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | 501(C)(3) PUBLIC CHA | PURCHASE RAYMOND DEEP-REACH TRUCK FORKLIFT | $48,600 | |
| SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | 501(C)(3) PUBLIC CHA | SFF COVID-19 EMERGENCY RESPONSE FUND | $25,000 | |
| SAN FRANCISCO GIRLS CHORUS INC | |||||||
| 44 PAGE STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| SAN FRANCISCO PARKS ALLIANCE | |||||||
| 1074 FOLSOM STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | URBAN SPROUTS | $45,000 | |
| SAN FRANCISCO PARKS ALLIANCE | |||||||
| 1074 FOLSOM STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | URBAN SPROUTS | $5,000 | |
| SCHOOLS MENTORING & RESOURCE TEAM | |||||||
| 1061 MARKET STREET MEZZANINE | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | SAFELY REOPENING SMART | $17,700 | |
| SF-SHANGHAI ASSOCIATION | |||||||
| 2515 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | HOME AND STREET SAFETY | $5,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | 501(C)(3) PUBLIC CHA | SAN MATEO CITY COVID-19 REGIONAL RESPONSE FUND | $25,000 | |
| SILICON VALLEY URBAN DEBATE LEAGUE | |||||||
| 502 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) PUBLIC CHA | IMPROVING EFFICIENCIES BY UPGRADING TECHNOLOGY | $10,000 | |
| SISTERS CIRCLE WOMEN SUPPORT | |||||||
| PO BOX 170645 | SAN FRANCISCO | CA | 941170000 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| SONOMA FAMILY MEAL | |||||||
| PO BOX 14522 | SANTA ROSA | CA | 95404 | 501(C)(3) PUBLIC CHA | CONSTRUCT THE SONOMA FAMILY MEAL COMMUNITY KITCHEN IN PETALUMA | $35,000 | |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY INC | |||||||
| PO BOX 170576 | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY TO SUPPORT STUDENTS AND STAFF OF COLLEGE ACCESS AND SUCCESS PROGRAM | $30,000 | |
| ST FRANCIS CENTER OF REDWOOD CITY | |||||||
| 151 BUCKINGHAM AVENUE | REDWOOD CITY | CA | 940635317 | 501(C)(3) PUBLIC CHA | RENOVATE AFFORDABLE APARTMENT UNITS FOR FAMILIES IN NORTH FAIR OAKS | $40,000 | |
| STARVISTA | |||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | RENOVATE RESTROOMS TO MAKE THEM ADA-COMPLIANT | $21,400 | |
| SUMMER SEARCH | |||||||
| PO BOX 7731 | SAN FRANCISCO | CA | 94120 | 501(C)(3) PUBLIC CHA | PURCHASE STUDENT LAPTOPS & EQUIPMENT AND FURNITURE FOR NEW OFFICE | $30,000 | |
| SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES | |||||||
| 1663 MISSION STREET 7TH FLOOR | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | VIRTUAL TRAINING SOLUTIONS AND COMPUTER LAB | $38,300 | |
| THE DANCE BRIGADE A NEW GROUP FROM WALLFLOWER ORDER | |||||||
| 3316 24TH STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | DANCE MISSION BUILDING RENOVATION | $50,000 | |
| THE MULTICULTURAL CENTER OF MARIN INC | |||||||
| 30 N SAN PEDRO RD SUITE 250 | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| THE UNITY CARE GROUP | |||||||
| 1400 PARKMOOR AVENUE SUITE 115 | SAN JOSE | CA | 95126 | 501(C)(3) PUBLIC CHA | PURCHASE HOME FOR TRANSITIONAL HOUSING PROGRAM FOR FOSTER YOUTH | $30,000 | |
| TIDES CENTER | |||||||
| 474 VALENCIA STREET 125 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| TIDES CENTER | |||||||
| 762 FULTON STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | COMMUNITYGROWS | $10,000 | |
| ULTIMATE IMPACT INC | |||||||
| 1025 YERBA BUENA AVENUE UNIT A | OAKLAND | CA | 94608 | 501(C)(3) PUBLIC CHA | INCREASING ACCESS TO OPPORTUNITIES FOR YOUTH FROM LOW INCOME COMMUNITIES | $25,000 | |
| VIVO YOUTH ORCHESTRAS | |||||||
| 793 BROADWAY | SONOMA | CA | 954767010 | 501(C)(3) PUBLIC CHA | PURCHASE OFFICE AND PROGRAM EQUIPMENT FOR AFTER-SCHOOL MUSIC EDUCATION PROGRAM | $11,600 | |
| WOMEN ORGANIZED TO MAKE ABUSE NON EXISTENT INC | |||||||
| 26 BOARDMAN PLACE | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | W.O.M.A.N., INC.'S COVID RESPONSE HARDWARE NEEDS | $8,300 | |
| WOMENS AUDIO MISSION | |||||||
| 542-544 NATOMA STREET C-1 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE A RECORDING STUDIO CONSOLE | $47,600 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SAN FRANCISCO | |||||||
| 50 CALIFORNIA STREET SUITE 650 | SAN FRANCISCO | CA | 94111 | 501(C)(3) PUBLIC CHA | DEVELOP PROPERTY FOR YMCA SF CHILD DEVELOPMENT CENTER AT 88 BROADWAY STREET | $25,000 | |
| YOUTH UNITED FOR COMMUNITY ACTION | |||||||
| 2135 CLARKE AVENUE | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | YUCA HOUSE ACQUISITION | $10,000 | |
| YOUTH UNITED FOR COMMUNITY ACTION | |||||||
| 2135 CLARKE AVENUE | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,133,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,696 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $847,055 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,904,088 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,918,019 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,918,019 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & US TREASURIES | BondNm |
| EOY Book Value | $12,491,649 | EOYBookValueAmt |
| EOYFMV | $12,491,649 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $36,067,216 | EOYBookValueAmt |
| EOYFMV | $36,067,216 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $943 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED LIABILITY | Desc |
| Amt | $37,628 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $750 | $150 | $525 |
| INSURANCE | $3,694 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $180 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $180 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,727,254 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $178,567 | BOYBookValueAmt |
| EOY Book Value | $216,195 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $29,600 | $17,760 | $8,880 |
| BANK AND CUSTODY FEES | $58 | $58 | $0 |
| INVESTMENT MANAGER FEES | $191,078 | $191,078 | $0 |
| FOUNDATION MANAGEMENT FEES | $424,014 | $42,401 | $339,211 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $36,422 | $0 | $0 |
| OTHER TAXES | $95 | $0 | $0 |
| FOREIGN TAXES | $25,721 | $25,721 | $0 |
Comments