2022-11-15T14:14:38-06:00 2021-12-31 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990PF 2021-01-01 832592980 KATALY FOUNDATION KATA 4155494970 1 LETTERMAN DRIVE SUITE C4-420 SAN FRANCISCO CA 94129 JAMES SCHWABA TREASURER 4155494970 2022-11-15 1 JAMES SCHWABA 999009999 JOAN S MCMAHON P00966494 4157834000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 408915933 X X 6482157 6482157 61291284 151394487 61291284 67773441 67773441 694776 95898 598878 914808 0 914808 493309 19916 457750 55063 0 54478 25750 2575 23175 1076041 94053 1025303 584281 0 0 192183 0 192210 4036211 212442 3266602 37000000 39061856 41036211 212442 42328458 26737230 67560999 105637274 202922152 202922152 657 2669 657 657 3868 126346 126346 303880302 205866778 205866778 409524113 408915933 408915933 68602 41490 2061856 651000 1173508 2781458 1214998 X 406742655 407700935 406742655 407700935 409524113 408915933 406742655 26737230 0 433479885 25778950 407700935 PORTFOLIO GAIN/LOSS P 2021-01-01 2021-12-29 140000000 90103203 49896797 49896797 CAPITAL GAIN DISTRIBUTIONS P 2021-01-01 2021-12-31 11394487 11394487 11394487 61291284 939098 0 939098 0 939098 58200 0 975000 0 1033200 X 0 94102 94102 0 0 0 0 0 0 0 0 0 0 0 1 1 NV CA 1 0 0 0 1 1 WWW.KATALYFOUNDATION.ORG TAO CAPITAL PARTNERS LLC 4155494970 1 LETTERMAN DRIVE SUITE C4-420 SF CA 94129 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REGAN PRITZKER 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIRECTOR AND CHAIRPERSON 5.00 0 0 0 CHRISTOPHER OLIN 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIRECTOR AND PRESIDENT 5.00 0 0 0 SUSAN S PRITZKER 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIRECTOR 0.25 0 0 0 JOSEPH I PERKOVICH THRU 123121 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 VICE PRESIDENT AND SECRETARY 1.00 0 0 0 JAMES SCHWABA 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 TREASURER 1.00 0 0 0 NWAMAKA AGBO 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 CHIEF EXECUTIVE OFFICER 40.00 385000 57955 0 JOLEEN RUFFIN 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 CHIEF FINANCIAL OFFICER 40.00 196955 55274 0 LYNNE M HOEY 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 CHIEF INVESTMENT OFFICER 40.00 112821 23430 0 ZAINEB MOHAMMED 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIRECTOR OF COMMUNIC 40.00 165000 59866 0 RAYMOND HOLGADO 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIRECTOR OF KNOWLEDG 40.00 173260 39238 0 JOCELYN WONG 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIR. OF CAPACITY BUI 32.00 145801 59757 0 LINA SHALABI 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 EXECUTIVE ASSISTANT 40.00 105430 41294 0 DONNA BRANSFORD 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIRECTOR OF CULTURE 32.00 88350 49269 0 3 BARRIE GROSS CONSULTING 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 HUMAN RESOURCES CONSULTING 162450 ASSET CONSULTINGS GROUP 231 S BEMISTON AVENUE ST LOUIS MO 63105 INVESTMENT ADVISING 100000 AB PARTNERS PO BOX 341 MAPLEWOOD NJ 07040 CONSULTING 90000 KIMI MOJICA 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 CONSULTING 69363 MOON JAGUAR STRATEGIES LLC PO BOX 5209 RICHMOND CA 94805 CONSULTING 55250 0 0 315488641 85998086 24203 401510930 0 0 401510930 6022664 395488266 19774413 19774413 939098 939098 18835315 0 18835315 0 18835315 42328458 0 42328458 18835315 0 0 16708852 40305115 57013967 42328458 0 0 0 18835315 23493143 0 0 80507110 0 0 0 0 0 0 0 80507110 16708852 40305115 23493143 X AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 PC CHARITABLE ACTIVITIES 2061856 IMPACTASSETS INC 7315 WISCONSIN AVENUE NO 1000W BETHESDA MD 20814 PC CHARITABLE ACTIVITIES 37000000 39061856 0 14 6482157 18 61291284 0 67773441 0 67773441 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 25750 2575 23175 PART VI-B LINE 1(A) (3) LINE 1A (3) OF PART VI-B LINE 1(A) (3) IS ANSWERED YES. TAO CAPITAL PARTNERS LLC, AN ENTITY OWNED BY REGAN PRITZKER, SUSAN S. PRITZKER AND THEIR FAMILY, PROVIDED ACCOUNTING AND TAX SERVICES TO THE KATALY FOUNDATION WITHOUT CHARGE. DISTRIBUTIONS FROM DONOR ADVISED FUND FORM 990-PF, PART VI-A LINE 12 COMMON COUNSEL FOUNDATION FBO POSSIBILITY LABS $800,000.00TRIANGLE STRATEGIC AND FINANCIAL ADVISING FOR NOT-FOR-PROFITS FBO THE GUILD $550,000.00THE WORKING WORLD, INC. DBA SEED COMMONS $500,000.00NDN COLLECTIVE INC. $200,000.00NDN COLLECTIVE INC. $200,000.00COMMON GROUND MEDITATION CENTER $27,200.00COMMUNITY MOVEMENT BUILDERS $500,000.00POSSIBILITY LABS FBO THE LUNAR PROJECT $150,000.00POSSIBILITY LABS FBO THE LUNAR PROJECT $150,000.00POSSIBILITY LABS FBO THE LUNAR PROJECT $50,000.00GATHERING ROOTS WELLNESS CENTER $2,750,000.00SOCIAL GOOD FUND $244,758.00AKIPTAN $75,000.00NORTHERN CALIFORNIA LAND TRUST $55,000.00THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION $150,000.00SOCIAL GOOD FUND $250,000.00CLIMATE JUSTICE ALLIANCE $250,000.00SUSTAINABILITY INSTITUTE, INC. $1,000.00ACORN CENTER FOR RESTORATION AND FREEDOM INC $45,000.00HEART WOMEN & GIRLS $20,000.00SAN FRANCISCO COMMUNITY LAND TRUST $200,000.00IMPACT SERVICES $102,500.00API CHAYA $20,000.00ASIAN AMERICAN RESOURCE FOUNDATION, INC $20,000.00ASIAN PACIFIC ENVIRONMENTAL NETWORK (APEN) $15,000.00DESIS RISING UP AND MOVING (DRUM) $15,000.00CHINESE PROGRESSIVE ASSOCIATION $20,000.00COMMUNITY YOUTH CENTER OF SAN FRANCISCO $20,000.00CHINESE PROGRESSIVE ASSOCIATION $15,000.00CHINESE PROGRESSIVE ASSOCIATION $15,000.00INSIDEOUT WRITERS, INC. $15,000.00SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC. $20,000.00CENTER FOR TRANSFORMATIVE ACTION $25,000.00NICOS CHINESE HEALTH COALITION $20,000.00VIETNAMESE AMERICAN COMMUNITY CENTER OF THE EAST BAY (VACCEB) $20,000.00SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC. $20,000.00LIONS'S ROAR FOUNDATION $60,000.00MICA GROUP INC $17,400.00ALLIED MEDIA PROJECTS INC. $15,000.00MONSOON ASIANS & PACIFIC ISLANDERS IN SOLIDARITY $15,000.00MONSOON ASIANS & PACIFIC ISLANDERS IN SOLIDARITY $20,000.00INQUIRING SYSTEMS, INC. $120,000.00ASIAN AMERICANS ADVANCING JUSTICE - ATLANTA $20,000.00CHINESE FOR AFFIRMATIVE ACTION $20,000.00EAST BAY COMMUNITY FOUNDATION $35,000.00CENTER FOR EMPOWERED POLITICS EDUCATION FUND $15,000.00FAMILY BRIDGES, INC. $20,000.00VALLEY VERDE $100,000.00BLACK CULTURAL ZONE COMMUNITY DEVELOPMENT CORPORATION $150,000.00MOVEMENT STRATEGY CENTER FBO FULL SPECTRUM LABS $250,000.00RIGHT TO THE CITY ALLIANCE $250,000.00THOUSAND CURRENTS FBO BUEN VIVIR FUND $250,000.00OWEESTA $100,000.00PUSH BUFFALO $500,000.00PUSH BUFFALO $100,000.00RICHMOND COMMUNITY-OWNED DEVELOPMENT ENTERPRISE $150,000.00SOCIAL GOOD FUND $250,000.00RESTORE OAKLAND INC $100,000.00BOSTON IMPACT INITIATIVE FUND $100,000.00THE WORKING WORLD, INC. DBA SEED COMMONS $500,000.00COMMON COUNSEL FOUNDATION $150,000.00SPRINGBOARD TO OPPORTUNITIES $250,000.00NORTH BAY ORGANIZING PROJECT $150,000.00SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC. $25,000.00NEW ECONOMY COALITION, INC. $200,000.00L.C. AND LILLIE COX HAVEN OF HOPE FBO JUST BE $50,000.00PHILANTHROPIC VENTURES FOUNDATION $20,000.00OCEANIC ASCENT EDUCATION, INC. FBO GUAHAN SUSTAINABLE CULTURE $50,000.00ALLIANCE FOR A JUST SOCIETY $50,000.00URBAN TILTH $100,000.00BLACK WOMEN FOR WELLNESS $100,000.00EARTH ISLAND INSTITUTE INC FBO SEEDING SOVEREIGNTY $50,000.00TALLER SALUD $100,000.00COMMUNITIES FOR A BETTER ENVIRONMENT $50,000.00PROJECT SOUTH FBO GULF COAST CENTER FOR LAW AND POLICY $100,000.00CAROLINA COMMON ENTERPRISE FBO FERTILE GROUND FOOD COOPERATIVE $70,000.00HISTORICAL CLAYBORN TEMPLE $250,000.00COMMON COUNSEL FOUNDATION FBO POSSIBILITY LABS $200,000.00CLIMATE JUSTICE ALLIANCE $250,000.00BLACK FARMER FUND INC $150,000.00CENTER FOR ECONOMIC DEMOCRACY $500,000.00HIGHER PURPOSE CO. $250,000.00EAST POINTE PEACE ACADEMY $100,000.00UNIVERSITY OF SOUTHERN CALIFORNIA FBO CENTER FOR RELIGION AND CIVIC CULTURE $180,964.00DHAMMA DENA INC. $150,000.00LIONS'S ROAR FOUNDATION $170,000.00PEACE AT ANY PACE $191,000.00WE COUNT! $100,000.00TO NIZHONI ANI $100,000.00AWALI INC $50,000.00MARYLAND PHILANTHROPY NETWORK $50,000.00COALITION TO STOP VIOLENCE AGAINST NATIVE WOMEN $50,000.00NATIVE MOVEMENT $100,000.00NATIVE MOVEMENT $150,000.00ACORN CENTER FOR RESTORATION AND FREEDOM INC $100,000.00MISSISSIPPI ASSOC OF COOPERATIVES $50,000.00ALASKA COMMUNITY ACTION ON TOXICS $50,000.00NEW VENTURE FUND $100,000.00INDIGENOUS ENVIRONMENTAL NETWORK $250,000.00INDIGENOUS ENVIRONMENTAL NETWORK $100,000.00CENTRO POR LA JUSTICIA $100,000.00FAMILY ACTION NETWORK MOVEMENT $50,000.00THE PRAXIS PROJECT INC FBO NATIONAL BLACK FOOD AND JUSTICE ALLIANCE $100,000.00SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION INC $50,000.00HIGHLANDER RESEARCH & EDUCATION CENTER INC. $100,000.00GRAND CANYON TRUST $50,000.00ACORN CENTER FOR RESTORATION AND FREEDOM INC $50,000.00HIGHLANDER RESEARCH AND EDUCATION CENTER FBO BOLD $100,000.00L.C. AND LILLIE COX HAVEN OF HOPE FBO UPTIMA BUSINESS BOOTCAMP $175,000.00L.C. AND LILLIE COX HAVEN OF HOPE FBO UPTIMA BUSINESS BOOTCAMP $225,000.00PROSPERA COMMUNITY DEVELOPMENT $150,000.00JUSTICE FUNDERS $250,000.00COMMON FUTURE $400,000.00LEADERSHIP COUNSEL FOR JUSTICE AND ACCOUNTABILITY $100,000.00SOLUTIONS PROJECT INC $100,000.00BLACK WOMEN'S BLUEPRINT $100,000.00THE CENTER FOR FAIR HOUSING, INC. $100,000.00HONOR THE EARTH $100,000.00WOMEN WATCH AFRIKA INC $100,000.00NATIVE RENEWABLES INC $100,000.00THE CULTURAL CONSERVANCY $25,000.00HIGASHI HONGANJI BUDDHIST TEMPLE $20,000.00RICHMOND COMMUNITY-OWNED DEVELOPMENT ENTERPRISE $17,000.00BOSTON IMPACT INITIATIVE FUND $150,000.00COMMON FUTURE $150,000.00GROW GREATER ENGLEWOOD $100,000.00SUSTAINABLE ECONOMIES LAW CENTER $400,000.00SUSTAINABLE ECONOMIES LAW CENTER $50,000.00COMMON FUTURE FBO POTLIKKER CAPITAL $250,000.00POLARIS INSTITUTE USA $100,000.00GROUNDSWELL FUND $100,000.00FUSION PARTNERSHIPS INC $100,000.00FUND FOR THE CITY OF NEW YORK FBO BROOKLYN MOVEMENT CENTER $50,000.00ASIAN PACIFIC ENVIRONMENTAL NETWORK (APEN) $100,000.00THE PRAXIS PROJECT INC FBO NATIONAL BLACK FOOD AND JUSTICE ALLIANCE $50,000.00CLIMATE JUSTICE ALLIANCE $100,000.00NEW FLORIDA MAJORITY EDUCATION FUND INC $100,000.00NEO PHILANTHROPY FBO THE EMBODIMENT INSTITUTE $300,000.00MICA GROUP INC $321,712.00INWARD BOUND MINDFULNESS EDUCATION INC $150,000.00COMMON COUNSEL FOUNDATION $75,000.00URBAN TILTH $100,000.00SAN FRANCISCO ZEN CENTER $53,000.00SOCIETY TO BENEFIT EVERYONE INC FBO KIBILIO $250,000.00VOICE OF CALVARY MINISTRIES FBO COMMUNITY COOPERATIVE FOR NEW WEST JACKSON $150,000.00POSSIBILITY LABS FBO GROUNDCOVER $200,000.00ALTERNATE ROOTS FBO SPIRITHOUSE INC. $100,000.00TIDES CENTER FBO MARIA FUND $100,000.00EKVNV YEFOLECVLKE FBO INDIGENOUS-LED ECOVILLAGE COMMUNITY $80,000.00BLACK OAK CENTER $50,000.00LIBERATION CENTER WORLDWIDE $300,000.00PEACE AT ANY PACE $25,000.00PROJECT SOUTH THE INSTITUTION FOR THE ELIMINATION POVERTY & GENOCIDE $100,000.00NATIVE VISION, INC. $50,000.00HIGHLANDER RESEARCH & EDUCATION CENTER INC. $50,000.00HEARTWELL INSTITUTE INC $308,000.00ROCKWOOD LEADERSHIP INSTITUTE $150,000.00SHELTERWOOD COLLECTIVE $455,000.00NEWARK CENTER FOR MEDITATIVE CULTURE $15,000.00DETROIT BLACK COMMUNITY FOOD SECURITY NETWORK $50,000.00SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES, INC. $100,000.00AHIMSA COLLECTIVE $300,000.00MOVEMENT GENERATION $250,000.00FARMWORKER ASSOCIATION OF FLORIDA INC. (FWAF) $50,000.00LINEAGE PROJECT INC $250,000.00CHANGING WOMAN INITIATIVE $50,000.00KOIHONUA $50,000.00NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE $100,000.00ALLIANCE OF FAMILIES FOR JUSTICE $50,000.00OLE EDUCATION FUND $50,000.00GRASSROOTS GLOBAL JUSTICE $100,000.00SOUL FIRE FARM INSTITUTE INC $50,000.00MICA GROUP INC $49,424.00UNITED TRIBES OF BRISTOL BAY $100,000.00DAIHONZAN CHOZEN-JI INTERNATIONAL ZEN DOJO $250,000.00NORTHEAST NATIVE NETWORK OF KINSHIP AND HEALING INCORPORATED $150,000.00INDIGENOUS ARTS INSTITUTE $50,000.00CHICKALOON VILLAGE TRADITIONAL COUNCIL $50,000.00TEXAS ENVIRONMENTAL JUSTICE ADVOCACY SERVICES $100,000.00NORTH CAROLINA ASSOCIATION OF BLACK LAWYER LAND LOSS PREVENTION PROJECT $50,000.00PROJECT SOUTH THE INSTITUTION FOR THE ELIMINATION POVERTY & GENOCIDE $125,000.00FRACTURED ATLAS, INC. $150,000.00JUSTICE ACCESS SUPPORT AND SOLUTIONS FOR HEALTH $75,000.00HISTORICAL CLAYBORN TEMPLE $100,000.00APOYO LEGAL AL EMPRENDIMIENTO COMUNITARIO, INC. (ALECI) $100,000.00CENTER FOR EMPOWERING REFUGEES AND IMMIGRANTS $25,000.00WOMEN WITH A VISION, INC. $100,000.00UTAH DIN BIKYAH $50,000.00POLICYLINK $250,000.00MANDELA PARTNERS $200,000.00SOGOREA TE LAND TRUST $600,000.00TEXAS ORGANIZING PROJECT EDUCATION FUND $50,000.00STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION $100,000.00EVERYDAY PEOPLE FOR CHANGE FBO THE RUNWAY PROJECT $300,000.00JUST AS I AM YOUTH EMPOWERMENT INC $80,000.00ASIAN HEALTH SERVICES $20,000.00YWCA CENTRAL MASSACHUSETTS, INC $80,000.00THE COLLECTIVE THE CLTV INC. $200,000.00URBAN TILTH $20,000.00THE COLLECTIVE THE CLTV INC. $200,000.00JUBILEE JUSTICE INC $250,000.00NATIONAL COMMITTEE PIMCO SHORT ASSET INV FUND 103756967 103756967 PIONEER MULTI ASSET ULTRA SHORT 47069382 47069382 TIAA-CREF SOCIAL CHOICE EQUITY 55040429 55040429 LEGAL FEES 55063 0 54478 UNREALIZED LOSS 25778950 LICENSES & PERMITS 50 0 50 REPRESENTATION FEES 152 0 152 OFFICE SUPPLIES 39048 0 38996 POSTAGE & DELIVERY 318 0 318 TELEPHONE & COMMUNICATION 13617 0 13617 DUES & SUBSCRIPTIONS 92251 0 92510 PROFESSIONAL DEVELOPMENT 9000 0 9000 DATA PROCESSING EXPENSES 4948 0 5023 CONFERENCES/SEMINARS 26475 0 26475 TRAVEL 3365 0 3365 BUSINESS MEALS 1908 0 1788 AUTOMOBILE-TAXIS, ETC. EXP 976 0 841 ANNUAL REPORTS 75 0 75 DEFERRED TAXES 651000 291000 TAXES PAYABLE 0 882508 CONSULTING FEES 981988 0 1025303 PORTFOLIO EXPENSE 2688 2688 0 INVESTMENT FEES 91365 91365 0 FEDERAL EXCISE TAX 584281 0 0