JOHN PRITZKER FAMILY FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN PRITZKER FAMILY FUND (EIN 30-0039815)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349109226
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:06:48-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | 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 | 300039815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN GREENE | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6503654646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE SUITE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Pritzker | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Pritzker | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S GOLDSTEIN | PreparerPersonNm |
| PTIN | P01252695 | PTIN |
| Phone | 6503654646 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $7,577,700 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,149 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,311 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,842 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,569 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,500,772 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,810 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $442,764 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $452,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $85,656 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $82,119 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,957 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,358 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,380 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $237,433 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $228,770 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,146 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,131 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $146 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,196 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $850,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $820,668 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,690,476 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,825,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,541,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,646,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,959,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,775,199 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,445,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,445,938 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $33,669 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $29,111 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $29,111 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $163,352 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $131,570 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,217 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,540 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,106 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,546 | LandBOYAmt |
| Land EOY | $8,434 | LandEOYAmt |
| Land EOYFMV | $8,434 | LandEOYFMVAmt |
| Total Assets BOY | $10,981,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,615,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,577,700 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $36,487 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,165 | AccountsPayableEOYAmt |
| Grants Payable BOY | $33,677,933 | GrantsPayableBOYAmt |
| Grants Payable EOY | $26,359,559 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $36,560 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $27,208 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $33,750,980 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,424,932 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$22,769,214 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$18,809,879 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$22,769,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$18,809,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,981,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,615,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$22,769,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,959,335 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$18,809,879 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$18,809,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FARALLON CAPITAL INSTITUTIONAL PARTNERS | PropertyDesc |
| Cost Or Other Basis | $7,311 | CostOrOtherBasisAmt |
| Gain Or Loss | -$7,311 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$7,311 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,669 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $23,669 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,669 | OverpaymentAmt |
| Applied To ES Tax | $23,669 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.jpfamilyfund.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GREENE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156945823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LETTERMAN DR BLDG A SUITE A4- | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (5 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JOHN A PRITZKER | |||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | CHAIRMAN | 5.0 | $0 | $0 | $0 | |
| NOAH STONE PRITZKER | |||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | DIRECTOR, Audit Committee MBR | 1.0 | $0 | $0 | $0 | THREE LAGOON DRIVE SUITE 400 |
| JOHN GREENE | |||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | TREASURER, CFO | 5.0 | $0 | $0 | $0 | |
| SAMUEL PRITZKER | |||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | DIRECTOR, Audit Committee MBR | 1.0 | $0 | $0 | $0 | THREE LAGOON DRIVE SUITE 400 |
| AMY RABBINO | |||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | EXECUTIVE DIRECTOR, SECRETARY | 40.0 | $442,764 | $85,656 | $0 | THREE LAGOON DRIVE SUITE 400 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD PLATEAU SOCIAL IMPACT STRATEGIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 KEARNY STREET 3RD FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $226,683 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,106,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $95,951 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,202,152 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,202,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,914,120 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $945,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $945,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $945,706 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $945,706 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $945,706 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,646,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $16,646,501 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $945,706 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,329,341 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,804,813 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,740,418 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,301,354 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,347,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $122,523,780 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,646,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $945,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,700,795 | RemainingDistriFromCorpusAmt |
| Total Corpus | $138,224,575 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,329,341 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $125,895,234 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,804,813 | ExcessFromYear4Amt |
| Excess From Year3 | $16,740,418 | ExcessFromYear3Amt |
| Excess From Year2 | $23,301,354 | ExcessFromYear2Amt |
| Excess From Year1 | $26,347,854 | ExcessFromYear1Amt |
| Excess From Current Year | $15,700,795 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alonzo King LINES Ballet San Francisco Dance CNTR | ||||||||
| PO Box 31987 | San Francisco | CA | 94131 | none | PC | New Works Fund and 35th Anniversary activities | $100,000 | |
| American Friends of the Israel Museum | ||||||||
| 545 5th Avenue Suite 920 | New York | NY | 10017 | none | PC | Annual Support | $10,000 | |
| American Israel Education Foundation | ||||||||
| 251 H Street NW | Washington | DC | 20001 | none | PC | Educational and Outreach Initiatives | $100,000 | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| PO Box 4124 | NEW YORK | NY | 10063 | none | PC | Emergency Relief for Israel and the FSU | $100,000 | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| PO Box 4124 | New York | NY | 10063 | none | PC | Humanitarian Needs in Israel, the FSU, and Latin America | $250,000 | |
| American Jewish World Service Inc | ||||||||
| 45 W 36th Street 11th Floor | New York | NY | 10018 | none | PC | 2021 General Operating Support | $25,000 | |
| Asian Americans Advancing Justice l AAJC | ||||||||
| 1620 L Street NW Suite 1050 | WASHINGTON | DE | 20036 | none | PC | General Operating Support | $25,000 | |
| Birthright Israel Foundation | ||||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | none | PC | General Operating Support | $50,000 | |
| Bolinas Museum | ||||||||
| 48 Wharf Road | Bolinas | CA | 94924 | none | PC | General Operating Support | $1,000 | |
| Brandeis Hillel Day School - Marin | ||||||||
| 180 N San Pedro Road | SAN RAFAEL | CA | 94903 | none | PC | Spring Simcha 2021 | $10,000 | |
| Bring Change to Mind (BC2M) | ||||||||
| 155 Sansome Street 530 | San Francisco | CA | 94104 | none | PC | General Operating SUPPORT | $75,000 | |
| Cal Matters | ||||||||
| 1017 L Street Suite 261 | Sacramento | CA | 95814 | none | PC | General Operating Support | $25,000 | |
| California Academy of Sciences | ||||||||
| 55 Music Concourse Drive | San Francisco | CA | 94118 | none | PC | General Operating Support | $7,500 | |
| California College of the Arts | ||||||||
| 1111 Eighth Street | San Francisco | CA | 94107 | none | PC | 2021 CCA Gala | $25,000 | |
| California College of the Arts | ||||||||
| 1111 Eighth Street | San Francisco | CA | 94107 | none | PC | 2022 CCA Gala | $25,000 | |
| Camp Ramah in Northern California | ||||||||
| 969-G Edgewater Boulevard Suite 80 | Foster City | CA | 94404 | none | PC | 2021 General Operating Support | $25,000 | |
| Camp Tawonga Jewish Community Corporation | ||||||||
| 131 Steuart Street Suite 460 | San Francisco | CA | 94105 | none | PC | 2021 General Operating Support | $25,000 | |
| Camp Tawonga Jewish Community Corporation | ||||||||
| 131 Steuart Street Suite 460 | San Francisco | CA | 94105 | none | PC | Capital Campaign | $83,333 | |
| Carbon180 | ||||||||
| 1140 3RD STREET NE | WASHINGTON | DC | 20002 | none | PC | General Operating Support | $200,000 | |
| Center for Humane Technology | ||||||||
| 77 Van Ness Avenue Suite 101-1601 | SAN FRANCISCO | CA | 94102 | none | PC | General Operating Support | $50,000 | |
| Center for Reproductive Rights | ||||||||
| 199 Water Street 22nd Floor | NEW YORK | NY | 10038 | none | PC | General OPERATING Support | $25,000 | |
| Center for Youth Wellness | ||||||||
| 3450 Third Street Building 2 Suite | San Francisco | CA | 94124 | none | PC | General Operating Support | $25,000 | |
| Chronicle Season of Sharing Fund | ||||||||
| PO Box 44740 | San Francisco | CA | 94144 | none | PC | 2021-2022 Campaign | $100,000 | |
| Chinati Foundation | ||||||||
| PO Box 1135 1 Cavalry Row | MARFA | TX | 79843 | none | PC | General Operating Support | $25,000 | |
| Columbia University | ||||||||
| Hogan Hall Level A | New York | NY | 10025 | none | PC | Columbia College Financial Aid Fund | $25,000 | |
| Community Foundation of the Napa Valley dba Napa V | ||||||||
| 3299 Claremont Way Suite 4 | NAPA | CA | 94558 | none | PC | David Martin Leadership Fund | $10,000 | |
| Congregation Emanu-El | ||||||||
| 2 Lake Street | San Francisco | CA | 94118 | none | PC | Young Adult Program and General Operating Support | $100,000 | |
| Congregation Emanu-El | ||||||||
| 2 Lake Street | San Francisco | CA | 94118 | none | PC | Building and Capital Improvement; Young Adult Fund Endowment; Building Costs and Emanu-El Endowment Fund | $250,000 | |
| Corporation of the Fine Arts Museums | ||||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | none | PC | CALDER-PICASSO EXHIBIT | $100,000 | |
| Delivering Good Inc | ||||||||
| 266 West 37th Street 22nd Floor | New York | NY | 10018 | none | PC | General Operating Support | $10,000 | |
| Entertainment Industry Foundation | ||||||||
| 10880 Wilshire Boulevard Suite 140 | LOS ANGELES | CA | 90024 | none | PC | Kevin Love Fund | $5,000 | |
| Entertainment Industry Foundation | ||||||||
| 10880 Wilshire Boulevard Suite 140 | LOS ANGELES | CA | 90024 | none | PC | KEVIN LOVE FUND | $25,000 | |
| Environmental Defense Fund Incorporated | ||||||||
| PO BOX 98051 | WASHINGTON | DC | 20077 | none | PC | General Operating Support | $25,000 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | none | PC | General Operating Support | $25,000 | |
| First ExposuresTides Center | ||||||||
| PO Box 399385 | SAN FRANCISCO | CA | 94139 | none | PC | First Exposures Program at UCSF Nancy Friend Pritzker Psychiatry Building | $40,000 | |
| Food Bank For New York City | ||||||||
| 39 Broadway 10th Floor | New York | NY | 10006 | none | PC | General Operating Support | $50,000 | |
| Giants Community Fund | ||||||||
| 24 Willie Mays Plaza | SAN FRANCISCO | CA | 94107 | none | PC | Willie Mays Scholars | $15,000 | |
| Gleaners Community Food Bank Inc | ||||||||
| 2131 Beaufait Street | Detroit | MI | 48207 | none | PC | General Operating Support | $50,000 | |
| Global Citizen Year | ||||||||
| 1625 Clay Street Suite 400 | Oakland | CA | 94612 | none | PC | General Operating Support | $50,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| 201 Fort Mason | San Francisco | CA | 94123 | none | PC | Presidio Tunnel Tops Campaign (Capital Project) | $500,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| 201 Fort Mason | San Francisco | CA | 94123 | none | PC | One Tam | $25,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| 201 Fort Mason | San Francisco | CA | 94123 | none | PC | 2022 Trustee Fund | $10,000 | |
| GreenLight Fund | ||||||||
| 50 MILK STREET 16TH FLOOR | Boston | MA | 02116 | none | PC | Bay Area program | $25,000 | |
| Harold Grinspoon Foundation | ||||||||
| 67 Hunt Street 100 | Agawam | MA | 01001 | none | PC | PJ Library | $25,000 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | none | PC | 2020 Program Support for Kuki'o Community Fund | $5,000 | |
| Hillel at Stanford | ||||||||
| PO Box 20526 Old Union Clubhouse | STANFORD | CA | 94309 | none | PC | GSB Trek to Israel | $25,000 | |
| Honeymoon Israel Foundation Inc | ||||||||
| 1417 Mayson Street NE | Atlanta | GA | 30324 | none | PC | BAY AREA PROGRAM | $50,000 | |
| Hope for Heroism DBA Brothers for Life | ||||||||
| 270 South Hanford Street Suite 207 | Seattle | WA | 98134 | none | PC | General Operating Support | $5,000 | |
| Hopewell Fund | ||||||||
| 1201 Connecticut Avenue NW Suite 3 | Washington | DC | 20036 | none | PC | Democracy Docket Legal Fund | $50,000 | |
| Hopewell Fund | ||||||||
| 1201 Connecticut Avenue NW Suite 3 | WASHINGTON | DC | 20036 | none | PC | States United Democracy Center | $500,000 | |
| IsraAID (US) Global Humanitarian Assistance Inc | ||||||||
| PO Box 61227 | Palo Alto | CA | 94036 | none | PC | US and International Work | $50,000 | |
| Jewish Community Center of San Francisco | ||||||||
| 3200 California Street | San Francisco | CA | 94118 | none | PC | Resilience Fund | $200,000 | |
| Jewish Community Center of the East Bay | ||||||||
| 1414 Walnut Street | Berkeley | CA | 94709 | none | PC | General Operating Support | $50,000 | |
| Jewish Community Center Sonoma County | ||||||||
| 1301 Farmers Lane C103 | Santa Rosa | CA | 95405 | none | PC | General Operating Support | $10,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | none | PC | Teen Initiative | $200,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | none | PC | Donor Advised Fund | $20,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | none | PC | Israel Portfolio | $25,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | none | PC | COVID-19 Response Fund | $100,000 | |
| Jewish Community Relations Council | ||||||||
| 121 Steuart Street Suite 301 | San Francisco | CA | 94105 | none | PC | General Operating Support | $200,000 | |
| Jewish Film Institute | ||||||||
| 145 9th Street 200 | San Francisco | CA | 94103 | none | PC | General Operating Support | $25,000 | |
| Jewish Funders Network | ||||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | none | PC | CANVAS | $25,000 | |
| Jewish Funders Network | ||||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | none | PC | 2021 Membership | $10,000 | |
| Jewish Silicon Valley (formerly Addison-Penzak Jew | ||||||||
| 14855 Oka Road Suite 201 | Los Gatos | CA | 95032 | none | PC | General Operating Support | $25,000 | |
| Jewish Partisan Educational Foundation Inc | ||||||||
| 2150 Post Street Box 159004 | San Francisco | CA | 94115 | none | PC | General Operating Support | $2,500 | |
| Jewish Vocational Service | ||||||||
| 225 Bush Street 400 | San Francisco | CA | 94104 | none | PC | Youth Transition Pathways program | $150,000 | |
| Jewish Vocational Service | ||||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | none | PC | Emergency Relief for Clients | $25,000 | |
| KQED Inc | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | none | PC | General Operating Support | $50,000 | |
| KQED Inc | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | none | PC | Campaign 21 (Capital Project) | $200,000 | |
| Larkin Street Youth Services | ||||||||
| 134 Golden Gate Avenue | San Francisco | CA | 94102 | none | PC | General Operating Support | $5,000 | |
| Los Angeles Regional Food Bank | ||||||||
| 1734 East 41st Street | LOS ANGELES | CA | 90058 | none | PC | General Operating Support | $50,000 | |
| Menlo College | ||||||||
| 1000 El Camino Real | ATHERTON | CA | 94027 | none | PC | Discretion of President Weiner | $25,000 | |
| Mind Share Partners | ||||||||
| 201 Spear Street Suite 1100 | San Francisco | CA | 94105 | none | PC | General Operating Support | $50,000 | |
| Moishe House | ||||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | none | PC | Bay Area General Operating Support | $25,000 | |
| Mount Sinai Medical Center Inc | ||||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | none | PC | Medical Research and Compassionate Care | $10,000 | |
| Mount Tamalpais College | ||||||||
| PO Box 492 | San Quentin | CA | 94964 | none | PC | General Operating Support | $10,000 | |
| Narrative 4 Inc | ||||||||
| 1178 Broadway 3rd Floor | New York | NY | 10001 | none | PC | General Operating Support | $10,000 | |
| Neighbors for a Better San Francisco | ||||||||
| 465 California Street Suite 425 | SAN FRANCISCO | CA | 94104 | none | PC | General Operating Support | $67,000 | |
| New Venture Fund | ||||||||
| 1828 L STREET NW SUITE 300-A | Washington | DC | 20036 | none | PC | Voting Rights Lab | $50,000 | |
| NLI USA INC | ||||||||
| 25 West 45th Street 701 | New York | NY | 10036 | none | PC | National Photography Collection | $500,000 | |
| One America Movement | ||||||||
| PO Box 7467 | Alexandria | VA | 22307 | none | PC | General Operating Support | $50,000 | |
| Osher Marin Jewish Community Center | ||||||||
| 200 N San Pedro Road | San Rafael | CA | 94903 | none | PC | General Operating Support | $100,000 | |
| Oshman Family Jewish Community Center | ||||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | none | PC | JCC Maccabi Sports Camp | $10,000 | |
| Oshman Family Jewish Community Center | ||||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | none | PC | General Operating Support | $25,000 | |
| Oxford Academy | ||||||||
| 1393 Boston Post Road | Westbrook | CT | 06498 | none | PC | General Operating Support | $25,000 | |
| Peninsula Jewish Community Center | ||||||||
| 800 Foster City Boulevard | Foster City | CA | 94404 | none | PC | General Operating Support | $100,000 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94520 | none | PC | General Operating Support | $30,000 | |
| Planned Parenthood South Atlantic | ||||||||
| 100 South Boylan Ave | Raleigh | NC | 27603 | none | PC | General Operating Support | $35,000 | |
| Planned Parenthood Southeast Inc | ||||||||
| 241 Peachtree Street NE 400 | Atlanta | GA | 30303 | none | PC | General Operating Support | $35,000 | |
| Pritzker Military Museum & Library | ||||||||
| 104 S Michigan Avenue Suite 400 | Chicago | IL | 60603 | none | PC | 2021 Liberty Gala | $10,000 | |
| Planned Parenthood of Greater New York Inc | ||||||||
| 26 Bleecker Street | New York | NY | 10012 | none | PC | General OPERATING Support | $1,000 | |
| Policy Impact | ||||||||
| 127 University Avenue | BERKELEY | CA | 94710 | none | PC | Political Violence Working Group and Democracy Funders Network membership | $7,500 | |
| Protect Democracy Project | ||||||||
| 2020 Pennsylvania Avenue NW 163 | Washington | DC | 20009 | none | PC | General Operating Support | $250,000 | |
| Safe & Sound | ||||||||
| 1757 Waller Street | San Francisco | CA | 94117 | none | PC | 2021 General Operating Support Research | $50,000 | |
| Saint Hilary School | ||||||||
| 765 Hilary Dr | Belvedere Tiburon | CA | 94920 | none | PC | Secure Their Future Capital Campaign | $25,000 | |
| San Francisco Free Clinic | ||||||||
| 4900 California Street | San Francisco | CA | 94118 | none | PC | General Operating Support | $25,000 | |
| San Francisco Hillel | ||||||||
| 33 Banbury Drive | San Francisco | CA | 94132 | none | PC | General OPERATING Support | $20,000 | |
| San Francisco Jazz Organization | ||||||||
| 201 Franklin Street | San Francisco | CA | 94102 | none | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | none | PC | SFMOMA Pritzker Center for Photography (Endowment) | $2,500,000 | |
| San Francisco Parks Alliance | ||||||||
| 1074 Folsom Street | San Francisco | CA | 94103 | none | PC | Party for the Parks 2021 | $10,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | none | PC | Architecture + Design | $7,500 | |
| San Francisco-Marin Food Bank | ||||||||
| 900 Pennysylvania Avenue | San Francisco | CA | 94107 | none | PC | General Operating Support | $50,000 | |
| Santa Barbara Museum of Natural History | ||||||||
| 2559 Puesta del Sol | Santa Barbara | CA | 93105 | none | PC | Astronomical Unit | $5,000 | |
| Second Harvest Food Bank of Greater New Orleans | ||||||||
| 700 Edwards Avenue | New Orleans | LA | 70123 | none | PC | General Operating Support | $50,000 | |
| Shalom Hartman Institute of North America | ||||||||
| 475 Riverside Drive 1450 | New York | NY | 10115 | none | PC | Bay Area Program; North America Program; Israel Program | $100,000 | |
| Stanford University Board of Trustees | ||||||||
| c/o Gift Processing PO Box 20466 | STANFORD | CA | 94300 | none | PC | Visiting Israeli Scholar program | $25,000 | |
| Stern Grove Festival Association | ||||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | none | PC | 2021 Big PIcnic | $7,500 | |
| Tenderloin Neighborhood Development Corporation | ||||||||
| 201 Eddy Street | San Francisco | CA | 94102 | none | PC | General Operating Support | $10,000 | |
| The Center for Election Innovation & Research | ||||||||
| 1120 Connecticut Avenue NW Suite 10 | washington | DC | 20036 | none | Election Official Legal Defense Network | $100,000 | ||
| The Commonwealth Club of California | ||||||||
| 110 The Embarcadero | San Francisco | CA | 94105 | none | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| The Commonwealth Club of California | ||||||||
| 110 The Embarcadero | San Francisco | CA | 94105 | none | PC | 2021 DISTINGUISHED CITIZENS VIRTUAL GALA | $10,000 | |
| The Contemporary Jewish Museum | ||||||||
| 736 Mission Street | San Francisco | CA | 94103 | none | PC | Exhibition Support | $50,000 | |
| The Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | none | PC | Trustee Annual Appeal | $100,000 | |
| The Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | none | PC | Surrealism Beyond Borders Exhibition | $250,000 | |
| The Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | none | PC | FUND FOR THE MET | $150,000 | |
| The Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | new york | NY | 10028 | none | PC | Acquisitions Gala | $20,000 | |
| Tipping Point Community | ||||||||
| 220 Montgomery Street 850 | San Francisco | CA | 94104 | none | PC | Chronic Homelessness Initiative | $100,000 | |
| UJA-Federation of New York | ||||||||
| PO Box 4227 | new york | NY | 10261 | none | PC | Lawyers Division Annual Event | $100,000 | |
| University of California San Francisco Foundation | ||||||||
| 505 Parnassus Avenue 1182 Moffitt | San Francisco | CA | 94143 | none | PC | Cardiology Council | $25,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | none | PC | Multicultural Training Program TWO YEAR SUPPORT | $350,000 | |
| University of California San Francisco Foundation | ||||||||
| 401 Parnassus Avenue Box 0984 | San Francisco | CA | 94143 | none | PC | MDD Treatment Innovation | $1,500,000 | |
| University of California San Francisco Foundation | ||||||||
| PO Box 45339 | San Francisco | CA | 94145 | none | PC | UCSF CHILD & ADOLESCENT GENDER CENTER | $100,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94143 | none | PC | Art Committee Purchase of Richard Misrach Photography | $711,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94143 | none | PC | Capital Project | $2,500,000 | |
| University of Southern California | ||||||||
| ANNENBERG NORMAN LEAR CENTER | Los Angeles | CA | 90007 | none | PC | HOLLYWOOD, HEALTH & SOCIETY | $62,500 | 734 West Adams Boulevard |
| UpStart | ||||||||
| 1111 Broadway 3rd Floor | Oakland | CA | 94607 | none | PC | General Operating Support | $25,000 | |
| URJ Camp Newman | ||||||||
| 4088 Porter Creek Road | santa rosa | CA | 95404 | none | PC | 2021 General Operating Support | $25,000 | |
| Working in the Schools | ||||||||
| 641 West Lake Street Suite 200 | chicago | IL | 60661 | none | PC | General Operating Support | $7,500 | |
| Brooklyn Botanic Garden Corp | ||||||||
| 1000 Washington Avenue | brooklyn | NY | 11225 | none | PC | special fall gala | $10,000 | |
| Cardigan Mountain School | ||||||||
| 62 Alumni Dr | canaan | NH | 03741 | none | PC | Synthetic Turf Field West | $100,000 | |
| Claris Health | ||||||||
| 11500 W Olympic Boulevard Suite 57 | los angeles | CA | 90064 | none | PC | General Operating Support | $10,000 | |
| Clean Air Task Force | ||||||||
| 114 State Street 6th Floor | boston | MA | 02109 | none | PC | General Operating Support | $250,000 | |
| Aubin Pictures Inc | ||||||||
| 128 Grand Street 5WR | NEW YORK | NY | 10013 | NONE | PC | our body politic | $10,000 | |
| HairToStay | ||||||||
| 2234 Beach Street | San Francisco | CA | 94123 | NONE | PC | Sponsorship of IceCapades Event | $5,000 | |
| REBOOT | ||||||||
| 734 Longmeadow Street Unit 103 | LONGMEADOW | MA | 01106 | NONE | PC | General Operating Support | $25,000 | |
| Reimagine Inc | ||||||||
| 660 4th Street 281 | San Francisco | CA | 94107 | NONE | PC | General Operating Support | $15,000 | |
| The Giving Back Fund Inc | ||||||||
| 5757 W Century Boulevard Suite 41 | LOS ANGELES | CA | 90045 | NONE | PC | Israel Giving Bread Matching Fund | $10,000 | |
| Tides Center Shalom Bayit | ||||||||
| PO Box 2883 | BERKLEY | CA | 94702 | NONE | PC | General Operating Support | $25,000 | |
| Bay Area Jewish Healing Center | ||||||||
| 2530 Taraval Street Suite 202 | San Francisco | CA | 94116 | NONE | PC | General Operating Support | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,825,833 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | new york | NY | 10017 | NONE | PC | General Support | $50,000 |
| Bring Change to Mind | |||||||
| 155 Sansome Street 530 | San Francisco | CA | 94104 | none | PC | General Operating Support participants on Birthright Trips | $500,000 |
| Camp Tawonga | |||||||
| 131 Steuart Street Suite 460 | San Francisco | CA | 94105 | none | PC | CAPITAL CAMPAIGN | $83,333 |
| Carbon180 | |||||||
| 1140 3RD STREET NE | WASHINGTON | DC | 20002 | none | PC | General Operating Support | $200,000 |
| Center for Reproductive Rights | |||||||
| 199 Water Street 22nd Floor | new york | NY | 10038 | none | PC | General OPERATING Support | $25,000 |
| Clean Air Task Force | |||||||
| 114 State Street 6th Floor | boston | MA | 021092402 | none | PC | General Operating Support | $250,000 |
| Columbia University | |||||||
| Hogan Hall Level A | new yoek | NY | 10025 | none | PC | Columbia College Financial Aid Fund | $50,000 |
| Congregation Emanu-El - Capital Campaign | |||||||
| 2 Lake Street | san frrancisco | CA | 94118 | none | PC | Young Adult Program and General Operating Support | $200,000 |
| Congregation Emanu-El - Capital Campaign | |||||||
| 2 Lake Street | san francisco | CA | 94118 | none | PC | Building and Capital Improvement; Young Adult Fund Endowment; Building Costs and Emanu-El Endowment Fund | $500,000 |
| Harold Grinspoon Foundation | |||||||
| 67 Hunt Street 100 | Agawam | MA | 01001 | none | PC | PJ Library | $25,000 |
| Honeymoon Israel Foundation Inc | |||||||
| 1417 Mayson Street NE | atlanta | GA | 30324 | NONE | PC | BAY AREA PROGRAM | $50,000 |
| Jewish Community Federation and Endowment Fund | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | none | PC | General Operating Support | $25,000 |
| KQED | |||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | none | PC | General Operating Support | $50,000 |
| KQED | |||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | none | PC | Campaign 21 (Capital Project) Fund \ Center Fund \ Exhibition Fund | $600,000 |
| Larkin Street Youth Services | |||||||
| 134 Golden Gate Avenue | san francisco | CA | 94102 | none | PC | General OPERATING Support | $10,000 |
| Mind Share Partners | |||||||
| 201 SPEAR STREET SUITE 1100 | San Francisco | CA | 94105 | none | PC | General Operating Support | $50,000 |
| Mount Tamalpais College | |||||||
| PO Box 492 | san quentin | CA | 94964 | none | PC | general OPERATING support | $10,000 |
| National Library of Israel | |||||||
| 25 West 45th Street Suite 504 | new yoek | NY | 10036 | none | PC | NATIONAL PHOTOGRAPHY COLLECTION | $1,000,000 |
| Neighbors for a Better San Francisco | |||||||
| 465 California Street Suite 425 | San Francisco | CA | 94104 | none | PC | General Operating Support | $67,000 |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||
| 201 Fort Mason 3rd Floor | san francisco | CA | 94123 | none | PC | ONE TAM | $25,000 |
| Protect Democracy | |||||||
| 2020 Pennsylvania Avenue NW 163 | washington | DC | 20006 | none | PC | General OPERATING Support | $250,000 |
| San Francisco Hillel | |||||||
| 33 Banbury Drive | San Francisco | CA | 94132 | none | PC | General OPERATING Support | $20,000 |
| Shalom Hartman Institute of North America | |||||||
| 475 Riverside Drive 1450 | New York | NY | 10115 | none | PC | Bay Area Program; North America Program; Israel PROGRAM | $100,000 |
| The Center for Election Innovation & Research | |||||||
| 1120 Connecticut Avenue NW Suite 10 | washington | DC | 20036 | NONE | PC | Election Official Legal Defense Network | $300,000 |
| The Commonwealth Club OF CALIFORNIA | |||||||
| 110 The Embarcadero | San Francisco | CA | 94105 | none | PC | Mental Health Speakers Series | $25,000 |
| University of California San Francisco | |||||||
| Box 0984 | San Francisco | CA | 94143 | none | PC | MDD Treatment Innovation; DEPARTMENT OF PSYCHIATRY | $3,000,000 |
| University of California San Francisco | |||||||
| Box 0984 | san francisco | CA | 94145 | none | PC | Child, Teen, & Family Center | $20,000,000 |
| UpStart | |||||||
| 1111 Broadway 3rd Floor | oakland | CA | 94607 | none | PC | General Operating Support | $25,000 |
| Jewish Silicon Valley | |||||||
| 14855 Oka Road Suite 201 | los gatos | CA | 95032 | none | PC | General Operating Support | $45,000 |
| Jewish Community Center San Francisco | |||||||
| 3200 California Street | San Francisco | CA | 94118 | PC | Resilience Fund | $155,000 | |
| Jewish Community Center of the East Bay | |||||||
| 1414 Walnut Street | Berkeley | CA | 94709 | none | PC | General Operating Support | $50,000 |
| Osher Marin Jewish Community Center | |||||||
| 200 N San Pedro Road | San Rafael | CA | 94903 | none | PC | General Operating Support | $100,000 |
| Oshman Family Jewish Community Center | |||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | none | PC | JCC Maccabi Sports Camp | $50,000 |
| Peninsula Jewish Community Center | |||||||
| 800 Foster City Boulevard | Foster City | CA | 94404 | none | PC | General Operating Support | $100,000 |
| Grant Payable Discount | |||||||
| Three Lagoon Drive | Redwood City | CA | 94065 | none | PC | Present Value Discount for Multi-Year Grants | -$1,630,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $26,359,559 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,149 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| PARTNERSHIP ORDINARY INCOME | 01 | $3,569 | |
| ORDINARY LOSS ON DISPOSITION OF PROPERTY | -$727 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,499 | ExclusionAmt |
| Related Or Exempt Function Incm | -$727 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $772 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SETTLEMENT T-915 | ContributorPersonNm |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Bahamas Financial Centre 2nd Floor | AddressLine1Txt |
| City | NASSAU | CityNm |
| Province Or State | New Providence | ProvinceOrStateNm |
| Country | BF | CountryCd |
| Foreign Postal | P.O. Box N-4899 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $42,715 | Amt |
| Net Investment Income | $21,358 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,380 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | THIRD PLATEAU SOCIAL IMPACT STRATEG | ContractorPersonNm |
| Explanation | CONSULTING | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2017-08-16 | $2,184 | $1,457 | SL | 5 | |
| COMPUTER EQUIPMENT | 2019-02-15 | $1,534 | $588 | SL | 5 | $307 |
| COMPUTER EQUIPMENT | 2019-04-09 | $2,261 | $791 | SL | 5 | $452 |
| COMPUTER EQUIPMENT | 2019-11-26 | $2,167 | $469 | SL | 5 | $433 |
| WEBSITE | 2019-10-04 | $3,949 | $1,645 | SL | 3 | $1,316 |
| OFFICE FURNITURE | 2020-03-03 | $2,885 | $481 | SL | 5 | $577 |
| COMPUTER EQUIPMENT | 2021-12-08 | $2,745 | SL | 5 | $46 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FARALLON CAPITAL INSTL. PTNRS. | $130,636 | $94,217 |
| FCIP, LTD SPIN-OFF | $934 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | |||
| COMPUTER EQUIPMENT | $1,534 | $895 | $639 |
| COMPUTER EQUIPMENT | $2,261 | $1,243 | $1,018 |
| COMPUTER EQUIPMENT | $2,167 | $902 | $1,265 |
| WEBSITE | $3,949 | $2,961 | $988 |
| OFFICE FURNITURE | $2,885 | $1,058 | $1,827 |
| COMPUTER EQUIPMENT | $2,745 | $46 | $2,699 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,800 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,957 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP PORTFOLIO EXPENSES | $146 | $146 | |
| OFFICE EXPENSES | $3,247 | $3,298 | |
| PAYROLL EXPENSES | $960 | $960 | |
| WORKERS COMPENSATION INSURANCE | $3,774 | $3,774 | |
| INSURANCE | $4,405 | $4,507 | |
| GIFTS | $1,000 | $1,200 | |
| MEMBERSHIP FEE | $796 | $371 | |
| EMPLOYEE EXPENSES | $2,197 | $4,942 | |
| BANK FEES | $19 | $19 | |
| SOFTWARE MAINTENANCE | $4,768 | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FLOW-THRU FARALLON CAPITAL PTRS ORD INC | $3,569 | $3,569 |
| ordinary loss on disposition of property | -$727 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PTO LIABILITY | $36,505 | $27,169 |
| ACCRUED EXPENSES | $55 | $39 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | $236,683 | $228,770 | |
| MANAGEMENT FEE | $750 | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY OF STATE-ILLINOIS | $15 | $15 | |
| PAYROLL TAXES | $15,616 | $15,616 | |
| CALIFORNIA TAXES | $225 | $225 | |
| SECRETARY OF STATES | $290 | $290 | |
| PARTNERSHIP FOREIGN TAXES | $4 | $4 |
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