2021-11-10T23:02:56-06:00 2020-12-31 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990PF 2020-01-01 832592980 KATALY FOUNDATION KATA 4155494970 1 LETTERMAN DRIVE SUITE C4-420 SAN FRANCISCO CA 94129 JAMES SCHWABA TREASURER 4155494970 2021-11-10 1 JAMES SCHWABA 999009999 JOAN S MCMAHON P00966494 4157834000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 409524113 X 0 X 285552 285552 4137143 4137143 -4286152 90000000 0 8417 8417 144960 4431112 120313 0 120313 84167 0 84167 50626 0 50626 97850 0 96100 23500 2350 21150 605113 102650 437529 237061 0 0 69466 0 69133 1288096 105000 879018 61092784 59030928 62380880 105000 59909946 -62235920 4326112 75345924 105637274 105637274 2669 98519 2669 2669 3868 3868 382255351 303880302 303880302 457699794 409524113 409524113 1803 68602 2061856 493378 651000 495181 2781458 X 457204613 406742655 457204613 406742655 457699794 409524113 457204613 -62235920 11773962 406742655 0 406742655 PORTFOLIO GAIN/LOSS P 2019-06-06 2020-03-31 25000000 28699212 -3699212 -3699212 PORTFOLIO GAIN/LOSS P 2019-05-12 2020-06-24 40000000 35823137 4176863 4176863 PORTFOLIO GAIN/LOSS P 2019-03-28 2020-03-27 25000000 29763803 -4763803 -4763803 -4286152 60133 0 60133 0 60133 58333 0 60000 0 118333 X 0 58200 58200 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 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 32.00 120313 22991 0 ZAINEB MOHAMMED 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIRECTOR OF COMMUNIC 40.00 68750 20537 0 0 NWAMAKA AGBO CONSULTING 8033 MACARTHUR BOULEVARD OAKLAND CA 94605 CONSULTING 132661 THE 360 CONSULTING GROUP 71 STEVENSON STREET SAN FRANCISCO CA 94105 RECRUITING 108691 ASSET CONSULTINGS GROUP 231 S BEMISTON AVENUE ST LOUIS MO 63105 INVESTMENT ADVISING 100000 NIXON PEABODY LLP 1 EMBARCADERO CENTER SAN FRANCISCO CA 94111 LEGAL 63110 0 0 303427806 95856045 4763 399288614 0 0 399288614 5989329 393299285 19664964 19664964 60133 60133 19604831 0 19604831 0 19604831 59909946 0 59909946 0 59909946 19604831 0 0 16708852 16708852 59909946 0 0 0 19604831 40305115 0 0 57013967 0 0 0 0 0 0 0 57013967 16708852 40305115 X AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 PC CHARITABLE ACTIVITIES 1030928 IMPACTASSETS INC 7315 WISCONSIN AVENUE NO 1000W BETHESDA MD 20814 PC CHARITABLE ACTIVITIES 58000000 59030928 AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 PC CHARITABLE ACTIVITIES 2061856 2061856 14 285552 14 4137143 14 8417 18 -4286152 0 144960 0 144960 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 23500 2350 21150 FORM 990-PF, PART VII-B LINE 1(A) (3) LINE 1A (3) OF PART VII-B 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 VII-A LINE 12 ACCESS PHILANTHROPY CHARITIES FBO BLACK IMMIGRANT COLLECTIVE $50,000.00AFFECT REAL CHANGE INC. FBO ANTI POLICE-TERROR PROJECT $50,000.00AL-MAA'UUN FBO BLACK WOMENS WEALTH ALLIANCE $50,000.00ALLIANCE FOR A JUST SOCIETY FBO ONE FAIR WAGE $10,000.00ALLIANCE FOR GLOBAL JUSTICE FBO MOVEMENT FOR BLACK LIVES $250,000.00ALTERNATE ROOTS INC. FBO SPIRITHOUSE INC. $50,000.00ALTERNATE ROOTS INC. FBO SPIRITHOUSE INC. $45,000.00AMALGAMATED CHARITABLE FOUNDATION INC FBO FULL SPECTRUM FOUNDATION $250,000.00AMALGAMATED CHARITABLE FOUNDATION INC. FBO BIG WE FOUNDATION DAF $25,000.00ASIAN PACIFIC ENVIRONMENTAL NETWORK (APEN) $25,000.00ASIAN PACIFIC ENVIRONMENTAL NETWORK (APEN) $150,000.00ASIAN PACIFIC ENVIRONMENTAL NETWORK (APEN) $500.00BEARING SEA WOMEN'S GROUP $45,000.00BLACK ALLIANCE FOR JUST IMMIGRATION $100,000.00BLACK CULTURAL ZONE COMMUNITY DEVELOPMENT CORPORATION $150,000.00BLACK FARMER FUND INC $150,000.00BLACK OAK CENTER $45,000.00BLACK ORGANIZING PROJECT $50,000.00BLACK WOMEN FOR WELLNESS $50,000.00BLACK WOMEN FOR WELLNESS $45,000.00BOSTON IMPACT INITIATIVE FUND $100,000.00BRAIDED WISDOM INC $178,000.00BREAD LINE INC. $45,000.00BUDDHIST PEACE FELLOWSHIP $25,000.00BUDDHIST PEACE FELLOWSHIP $200,000.00BUDDHIST PEACE FELLOWSHIP $200,000.00BYP100 EDUCATION FUND $100,000.00CAMELBACK VENTURES FBO LIBERATE $87,975.00CAROLINA COMMON ENTERPRISE FBO FERTILE GROUND FOOD COOPERATIVE $70,000.00CARRIZO COMECRUDO NATION OF TEXAS, INC. $45,000.00CENTER FOR COMMUNITY ACTION AND ENVIRONMENTAL JUSTICE $45,000.00CENTER FOR ECONOMIC DEMOCRACY $25,000.00CENTER FOR ECONOMIC DEMOCRACY $500,000.00CENTER FOR ECONOMIC DEMOCRACY FBO BOSTON UJIMA FUND $20,000.00CENTER FOR ECONOMIC DEMOCRACY FBO BOSTON UJIMA FUND $150,000.00CENTRAL UNITED METHODIST CHURCH FBO MICHIGAN WELFARE RIGHTS ORGANIZATION $10,000.00CHINESE PROGRESSIVE ASSOCIATION FBO BLACK FUTURES LAB $100,000.00CHINESE PROGRESSIVE ASSOCIATION FBO BLACK FUTURES LAB $25,000.00CHRYSALIS FUND $10,731,232.00CIUDADANOS DEL KARSO FBO INSTITUTO AGROECOLOGICO DE PUERTO RICO $45,000.00CLOUDS IN WATER ZEN CENTER FBO DEEP LISTENING FOR SOCIAL CHANGE $80,000.00COLEMAN CHILDREN AND YOUTH SERVICES $50,000.00COLORADO BLACK HEALTH COLLABORATIVE $25,000.00COMMON COUNSEL FOUNDATION $150,000.00COMMON COUNSEL FOUNDATION $25,000.00COMMON COUNSEL FOUNDATION FBO POSSIBILITY LABS $200,000.00COMMON COUNSEL FOUNDATION FBO POSSIBILITY LABS $200,000.00COMMON FUTURE $400,000.00COMMON FUTURE FBO POTLIKKER CAPITAL $250,000.00COMMON WEALTH KITCHEN $50,000.00COMMUNITIES FOR A BETTER ENVIRONMENT $45,000.00COMMUNITY AID & DEVELOPMENT CORP. FBO JACKSON ASSEMBLIES $50,000.00COMMUNITY AID AND DEVELOPMENT CORPS. FBO MALCOLM X GRASSROOTS MOVEMENT $100,000.00COMMUNITY INITIATIVES FBO OREGON JUST TRANSITION ALLIANCE $100,000.00COMMUNITY VENTURES FBO JUBILEE JUSTICE $20,000.00COMPANEROS INMIGRANTES DE LAS MONTANAS EN ACCION FBO PODER EMMA $30,000.00CONGREGATION BETH EL OF MONTGOMERY COUNTY FBO SIIHASIN BEE NIHXIDZIIL (STRENGTH $50,000.00COORDINADORA PAZ PARA LA MUJER, INC. $150,000.00COVENANT CHURCH BERKELEY FBO RIGHT WITHIN EXPERIENCE $100,000.00DETROIT BLACK COMMUNITY FOOD SECURITY NETWORK $21,600.00DHAMMA DENA INC. $100,000.00DHAMMA DENA INC. $150,000.00EARTH PEARL COLLECTIVE FBO GATHERING ROOTS $5,000.00EARTH PEARL COLLECTIVE FBO GATHERING ROOTS $51,500.00EARTH PEARL COLLECTIVE FBO GATHERING ROOTS $250,000.00EARTHLODGE CENTER FOR TRANSFORMATION $50,000.00EAST BAY MEDITATION CENTER $400,000.00EAST BAY MEDITATION CENTER $120,000.00EAST BAY MEDITATION CENTER $60,000.00EAST BAY MEDITATION CENTER $120,000.00EAST BAY MEDITATION CENTER $500.00EAST POINTE PEACE ACADEMY $100,000.00EKVNV YEFOLECVLKE $80,000.00EMERALD CITIES COLLABORATIVE INC FBO PEOPLE'S SOLAR ENERGY FUND $45,000.00ESPERANZA COMMUNITY HOUSING CORPORATION $45,000.00ESSIE JUSTICE GROUP $50,000.00EVERYDAY PEOPLE FOR CHANGE FBO THE RUNWAY PROJECT $350,000.00FAMILY ACTION NETWORK MOVEMENT $45,000.00FARMWORKER ASSOCIATION OF FLORIDA INC. (FWAF) $45,000.00FARMWORKER ASSOCIATION OF FLORIDA INC. (FWAF) $20,000.00FEDERATION OF SOUTHERN COOPERATIVES LAND ASSISTANCE FUND $150,000.00FOOD CHAIN WORKERS ALLIANCE INC. $150,000.00FUND FOR THE CITY OF NEW YORK FBO BROOKLYN MOVEMENT CENTER $25,000.00FUNDACION DE MUJERES EN PUERTO RICO $150,000.00FUSION PARTNERSHIPS, INC. FBO BLACK YIELD INSTITUTE $45,000.00GROUNDSWELL FUND $25,000.00GROUNDSWELL FUND $45,000.00HASER INC. FBO ARECMA $45,000.00HEADWATERS FOUNDATION FOR JUSTICE $50,000.00HEAL THYSELF DELIVERANCE TEMPLE FBO SOUTH SIDE LIBERATION CENTER $75,000.00HIGHER PURPOSE CO. $265,000.00HIGHLANDER RESEARCH & EDUCATION CENTER INC FBO PEOPLE'S ADVOCACY INSTITUTE $50,000.00HIGHLANDER RESEARCH & EDUCATION CENTER INC FBO PEOPLE'S ADVOCACY INSTITUTE $45,000.00HIGHLANDER RESEARCH & EDUCATION CENTER INC. $100,000.00HIGHLANDER RESEARCH & EDUCATION CENTER INC. $150,000.00HIGHLANDER RESEARCH & EDUCATION CENTER INC.FBO BLACK ORGANIZING FOR LEADERSHIP A $45,000.00HIGHLANDER RESEARCH & EDUCATION CENTER INC.FBO BLACK ORGANIZING FOR LEADERSHIP A $225,000.00HIGHLANDER RESEARCH AND EDUCATION CENTER FBO BOLD $100,000.00HIGHLANDER RESEARCH AND EDUCATION CENTER FBO BOLD $50,000.00HIGHLANDER RESEARCH AND EDUCATION CENTER FBO NATIONAL BAIL OUT COLLECTIVE $100,000.00HIGHLANDER RESEARCH AND EDUCATION CENTER FBO STAY TOGETHER APPALACHIAN YOUTH PRO $45,000.00HISTORICAL CLAYBORN TEMPLE $250,000.00HOUSE OF TRANSFORMATIONS FBO ANCHORAGE POOR PEOPLE'S CAMPAIGN $45,000.00INDIGENOUS ENVIRONMENTAL NETWORK $150,000.00INDIGENOUS ENVIRONMENTAL NETWORK $20,000.00INQUIRING SYSTEMS FBO NATIVE RENEWABLES $45,000.00INQUIRING SYSTEMS INC. FBO SOUTHEASTERN AFRICAN AMERICAN FARMERS ORGANIC NETWOR $150,000.00INQUIRING SYSTEMS, INC.FBO COOPERATIVE FOOD EMPOWERMENT DIRECTIVE $25,000.00INSIGHT MEDITATION COMMUNITY OF WASHINGTON $100,000.00INWARD BOUND MINDFULNESS EDUCATION INC $150,000.00INWARD BOUND MINDFULNESS EDUCATION INC $127,585.00IRREDUCIBLE GRACE FOUNDATION $50,000.00JUBILEE JUSTICE INC $250,000.00L.C. AND LILLIE COX HAVEN OF HOPE FBO JUST BE $50,000.00L.C. AND LILLIE COX HAVEN OF HOPE FBO UPTIMA BUSINESS BOOTCAMP $275,000.00LAANE FBO COMUNIDADES INDIGENAS UNIDOS EN LIDERAZGO $45,000.00LIFELINES COUNSELING, INC. FBO SOCIETY OF CLOTILDA $50,000.00LINEAGE PROJECT INC. $250,000.00LIONS'S ROAR FOUNDATION $110,000.00LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORGANIZATION $45,000.00LOS ANGELES COMMUNITY ACTION NETWORK $45,000.00MAD DADS $50,000.00MANDELA PARTNERS $50,000.00MICA GROUP FBO MINDFULNESS FOR ALL $287,560.00MICA GROUP INC $15,000.00MICA GROUP INC $287,560.00MIXTECO INDIGENA COMMUNITY ORGANIZING PROJECT $45,000.00MONDO BIZARRO FBO ANOTHER GULF IS POSSIBLE $10,000.00MOTHERS AGAINST POLICE BRUTALITY $50,000.00MOVEMENT STRATEGY CENTER FBO CLIMATE JUSTICE ALLIANCE $150,000.00MOVEMENT STRATEGY CENTER FBO FULL SPECTRUM LABS $250,000.00MOVEMENT STRATEGY CENTER FBO JUSTICE FUNDERS $250,000.00MQVN COMMUNITY DEVELOPMENT CORPORATION $45,000.00MULTIPLIER FBO KITCHEN TABLE ADVISORS $50,000.00NATIONAL COUNCIL FOR INCARCERATED AND FORMERLY INCARCERATED WOMEN $250,000.00NATIONAL DOMESTIC WORKERS ALLIANCE $10,000.00NATIVE MOVEMENT $150,000.00NATIVE VISION, INC. $45,000.00NDN COLLECTIVE INC. $150,000.00NEO PHILANTHROPY FBO BLACKBIRD $100,000.00NEO PHILANTHROPY FBO LAW FOR BLACK LIVES $100,000.00NEO PHILANTHROPY FBO THE EMBODIMENT INSTITUTE $350,000.00NEO PHILANTHROPY FBO THE EMBODIMENT INSTITUTE $100,000.00NEW ECONOMY COALITION, INC. $200,000.00NEW FLORIDA MAJORITY EDUCATION FUND INC. $45,000.00NEW MEXICO COMMUNITY CAPITAL $150,000.00NEW MEXICO COMMUNITY CAPITAL FBO NATIVE WOMEN LEAD $200,000.00NORTH AMERICAN STUDENTS OF COOPERATION FBO US FEDERATION OF WORKER COOPERATIVES $225,000.00NORTH BAY ORGANIZING PROJECT $150,000.00NORTH BAY ORGANIZING PROJECT $25,000.00OAKLAND COMMUNITY LAND TRUST $335,000.00OAKLAND COMMUNITY LAND TRUST $250,000.00OCEANIC ASCENT EDUCATION, INC. FBO GUAHAN SUSTAINABLE CULTURE $45,000.00ONE DC $100,000.00ONE DC $25,000.00OPAL ENVIRONMENTAL JUSTICE OREGON $45,000.00OPERATION SPRING PLANT $45,000.00OWEESTA $100,000.00OWEESTA $300,000.00OWEESTA $250,000.00PARTNERSHIP FOR SOUTHERN EQUITY $50,000.00PEACE AT ANY PACE $173,180.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $8,040.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $3,000.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $25,000.00PEACE AT ANY PACE $12,442.00PEACE AT ANY PACE $25,000.00PEOPLE'S INSTITUTE FOR SURVIVAL AND BEYOND FBO ZION TRAVELERS COOPERATIVE CENTER $45,000.00PEOPLE'S SOLAR ENERGY FUND $250,000.00PEOPLE'S SOLAR ENERGY FUND $500,000.00PHYSICIANS FOR SOCIAL RESPONSIBILITY LOS ANGELES $45,000.00PROJECT SOUTH FBO GULF COAST CENTER FOR LAW AND POLICY $25,000.00PROJECT SOUTH FBO GULF COAST CENTER FOR LAW AND POLICY $100,00 PIMCO SHORT ASSET INV FUND 103853302 103853302 PIONEER MULTI ASSET ULTRA SHORT 46304890 46304890 TIAA-CREF SOCIAL CHOICE EQUITY 153722110 153722110 LEGAL FEES 97850 0 96100 INSURANCE EXPENSES 41947 0 41947 OFFICE SUPPLIES 13462 0 13462 POSTAGE & DELIVERY 747 0 747 TELEPHONE & COMMUNICATION 1150 0 1150 DUES & SUBSCRIPTIONS 8998 0 8740 DATA PROCESSING EXPENSES 276 0 201 CONFERENCES/SEMINARS 2260 0 2260 ANNUAL REPORTS 100 0 100 REPRESENTATION FEES 291 0 291 LICENSES & PERMITS 235 0 235 OTHER INCOME 8417 8417 8417 UNREALIZED GAIN 11773962 TAXES PAYABLE 6378 0 DEFERRED TAXES 487000 651000 CONSULTING FEES 502463 0 437529 PORTFOLIO EXPENSE 2650 2650 0 INVESTMENT FEES 100000 100000 0 FEDERAL/STATE TAXES 237061 0 0