SIMPSON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SIMPSON FOUNDATION (EIN 68-0168017)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202103189349100130
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T18:24:17-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 815029285 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET FONG CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 190431 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941190431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680168017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON PSB FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMP | BusinessNameControlTxt |
| Phone | 9252546358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 ORINDA WAY SUITE C 358 | AddressLine1Txt |
| City | ORINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94563 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON SIMPSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9252546358 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARON | PersonFirstNm |
| Person Last | SIMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET FONG | PreparerPersonNm |
| PTIN | P00418074 | PTIN |
| Phone | 6507841130 | PhoneNum |
| Preparation | 2021-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2020 | 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 | $108,974,713 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $44,661 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,661 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,544,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,544,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,431,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,025,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,148 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,148 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$6,837,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,594,043 | 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 | $3,792 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,792 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $64,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $816,081 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $816,081 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $567 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $567 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,089 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,104 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,919 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $945,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $877,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,402,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,402,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,348,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $877,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,470,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,186,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $716,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,335,193 | CashBOYAmt |
| Cash EOY | $658,497 | CashEOYAmt |
| Cash EOYFMV | $658,497 | CashEOYFMVAmt |
| Other Investments BOY | $93,215,866 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,766,520 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $108,316,216 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $95,551,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,425,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,974,713 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $42,044,057 | CapitalStockBOYAmt |
| Capital Stock EOY | $42,044,057 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $53,507,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,380,960 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,551,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,425,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,551,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,425,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,551,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,186,229 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,060,187 | OtherIncreasesAmt |
| Subtotal | $90,425,017 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,425,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED EQUITIES | 2020-01-01 | 2020-12-31 | $122,609 | $122,609 | $122,609 | ||
| PUBLICLY TRADED EQUITIES | 2020-01-01 | 2020-12-31 | $1,039,063 | $191,874 | $191,874 | $847,189 | |
| PUBLICLY TRADED EQUITIES | 2020-01-01 | 2020-12-31 | $75,785 | $194 | $194 | $75,591 | |
| PUBLICLY TRADED EQUITIES | 2020-01-01 | 2020-12-31 | $84,749,122 | -$8,785,644 | -$8,785,644 | $93,534,766 | |
| MERCK & CO | 2020-01-01 | 2020-01-30 | $13 | $13 | $13 | ||
| FROM PARTNERSHIPS | 2020-01-01 | 2020-12-31 | $16,828 | $16,828 | $16,828 | P | |
| CAPITAL GAIN DIVIDENDS | 2020-01-01 | 2020-12-31 | $22,420 | $22,420 | $22,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,431,706 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,958 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,958 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $208,449 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $208,449 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $198,491 | OverpaymentAmt |
| Applied To ES Tax | $198,491 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252546358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 ORINDA WAY SUITE C 358 | AddressLine1Txt |
| City | ORINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94563 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON SIMPSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 ORINDA WAY SUITE C 358 | AddressLine1Txt |
| City | ORINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER AVENUE ASSET MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 BATTERY STREET FLOOR 2 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $816,081 | CompensationAmt |
| 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 | $93,510,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,724,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,235,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $99,235,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,488,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,746,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,887,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,887,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,958 | TotalTaxAmt |
| Distributable Before Adj | $4,877,380 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,877,380 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,877,380 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,470,910 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,470,910 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,470,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,877,380 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,041,709 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,139,402 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,645,662 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,826,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,470,910 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,877,380 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,593,530 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,420,303 | 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 | $6,420,303 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,041,709 | ExcessFromYear3Amt |
| Excess From Year2 | $1,139,402 | ExcessFromYear2Amt |
| Excess From Year1 | $1,645,662 | ExcessFromYear1Amt |
| Excess From Current Year | $2,593,530 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHARON SIMPSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT ADMINISTRATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 ORINDA WAY SUITE C 358 | AddressLine1Txt |
| City | ORINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9252546358 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN SUBMISSION DETAILING THE CHARITABLE PURPOSE OF THE GRANT REQUEST, AND HOW IT RELATES TO THE LOCAL COMMUNITY, THE ARTS OR EDUCATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE GENERALLY GRANTED TO ORGANIZATIONS AND INITIATIVES THAT FURTHER AND IMPROVE THE LOCAL COMMUNITY, THE ARTS OR EDUCATIONAL RESOURCES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATION OF CALIFORNIA SYMPHONY ORCHESTRAS | ||||||
| PO BOX 71439 | LOS ANGELES | CA | 90071 | PC | TO SUPPORT ACSO'S FIRST EVER 2020 ANNUAL CONFERENCE ONLINE FOR ORCHESTRA COMMUNITY MEMBERS THE OPPORTUNITY TO LISTEN, LEARN, NETWORK AND SUPPORT EACH OTHER AFTER IN-PERSON CONFERENCES WERE CANCELED DUE TO COVID. | $5,000 |
| AUDUBON CANYON RANCH | ||||||
| 4900 SHORELINE HIGHWAY 1 | STINSON BEACH | CA | 94970 | PC | TO SUPPORT ACR'S EDUCATION PROGRAM | $25,000 |
| BERKELEY PUBLIC LIBRARY FOUNDATION | ||||||
| 2090 KITTREDGE STREET | BERKELEY | CA | 94704 | PC | TO SUPPORT STEM LITERACY AND NEW PROJECTS AT ALL FIVE LIBARY LOCATIONS SUPPORTED BY THE BERKELEY PUBLIC LIBARY FOUNDATION. | $1,000 |
| BIG WAVE PROJECT | ||||||
| PO BOX 1901 | EL GRANADA | CA | 94018 | PC | TO SUPPORT BIG WAVE'S CAPITAL CAMPAIGN TO BUILD ITS LIVE-WORK-THRIVE COMMUNITY FOR ADULTS WITH SPECIAL NEEDS. | $95,000 |
| CALIFORNIA COLLEGE OF THE ARTS | ||||||
| 1111 EIGHTH STREET | SAN FRANCISCO | CA | 94107 | PC | TO SUPPORT CCA'S LORNA MEYER CALAS SCHOLARSHIP, TO PROVIDE CRUCIAL STUNDENT AID FOR TALENTED STUDENTS TO BE ABLE TO ENROLL AND SUSTAIN THEIR EDUCATION AT CCA. | $5,000 |
| CALIFORNIA SHAKESPEARE THEATER | ||||||
| 701 HEINZ AVENUE | BERKELEY | CA | 94710 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT FOR CAL SHAKES TO DELIVER THEATER PERFORMANCES, YOUTH EDUCATION PROGRAMS AND ARTISTIC ENGAGEMENT ACTIVITIES FOR ITS AUDIENCES AND THE LOCAL COMMUNITY | $255,000 |
| CALIFORNIA SYMPHONY | ||||||
| 100 PRINGLE AVENUE SUITE 540 | WALNUT CREEK | CA | 94596 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT FOR CALIFORNIA SYMPHONY'S MUSIC EDUCATION PROGRAMS OFFERED TO MUSICIANS, AT-RISK BAY AREA STUDENTS, CLASSICALLY-CURIOUS ADULTS AND RISING COMPOSERS | $175,000 |
| COMMUNITY ARTS FOUNDATION | ||||||
| 1666 NORTH MAIN STREET | WALNUT CREEK | CA | 94596 | PC | TO SUPPORT CAF'S YEAR END CAMPAIGN TO FUND STUDENT SCHOLARSHIPS AND PROGRAMS | $1,000 |
| COMPASSION & CHOICES | ||||||
| 101 SW MADISON STREET 8009 | PORTLAND | OR | 97207 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT FOR EXPANDING CHOICE AND IMPROVING CARE TO TERMINALLY ILL INDIVIDUALS | $5,000 |
| DIABLO REGIONAL ARTS ASSOCIATION | ||||||
| 1601 CIVIC DRIVE | WALNUT CREEK | CA | 94596 | PC | TO SUPPORT DRAA'S PAVE THE WAY FOR THE FUTURE CAMPAIGN | $261,000 |
| FAMILIES WITHOUT BORDERS | ||||||
| 1555 BOTELHO DRIVE 175 | WALNUT CREEK | CA | 94596 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $10,000 |
| FIRST PLACE FOR YOUTH | ||||||
| 426 17TH STREET SUITE 100 | OAKLAND | CA | 94612 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $50,000 |
| FUTURES WITHOUT VIOLENCE | ||||||
| 100 MONTGOMERY STREET THE PRESIDIO | SAN FRANCISCO | CA | 94129 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $15,000 |
| GIRLS INC OF ALAMEDA COUNTY | ||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT AND SCHOLARSHIPS TO HELP GIRLS FROM UNDERSERVED BAY AREA COMMUNITIES RISE TO BE STRONG, SMART AND BOLD | $646,000 |
| GIRLSMART LITERACY PROGRAM | ||||||
| 21 ORINDA WAY SUITE C 358 | ORINDA | CA | 94563 | PF | TO PROVIDE FUNDS FOR CHARITABLE GRANTS TO ORGANIZATIONS AND PROGRAMS THAT PROVIDE LITERACY-BASED, AFTER-SCHOOL PROGRAMS FOR GIRLS IN ECONOMICALLY DISTRESSED AND UNDER-RESOURCED COMMUNITIES | $600,000 |
| HEIRS TO OUR OCEANS | ||||||
| 174 LAKEVIEW WAY | REDWOOD CITY | CA | 94062 | PC | TO SUPPORT H2OO'S EFFORTS TO SECURE A PROGRAM COORDINATOR TO DELIVER VIRTUAL AND PRACTICAL STEM EDUCATION, AND TO SUPPORT UNDERSERVED YOUTH TO PARTICIPATE IN ITS ANNUAL SUMMIT FOR EMPOWERMENT ACTION AND LEADERSHIP | $50,000 |
| JOHN MUIR HEALTH FOUNDATION | ||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | PC | TO SUPPORT ORGANIZATION'S COVID RESPONSE EFFORTS, IN HONOR OF CALVIN K. KNIGHT | $10,000 |
| KALA ART INSTITUTE | ||||||
| 1060 HEINZ AVENUE | BERKELEY | CA | 94710 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT THAT FURTHERS THE MISSION OF KALA ART INSTITUTE TO OFFER ART FACILITIES AND EDUCATION TO ARTISTS, THE GENERAL PUBLIC, AND PUBLIC SCHOOL CHILDREN | $55,000 |
| KENNEDY-KING | ||||||
| PO BOX 2643 | MARTINEZ | CA | 94553 | PC | TO PROVIDE FUNDS FOR STUDENT FINANCIAL AID AND SCHOLARSHIPS TO UNDERREPRESENTED MINORITY STUDENTS ATTENDING OR COMING FROM ONE OF THE THREE CONTRA COSTA COUNTY COMMUNITY COLLEGES | $10,000 |
| LA CASA DE LAS MADRES | ||||||
| 1269 HOWARD STREET | SAN FRANCISCO | CA | 94103 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $5,000 |
| LAFAYETTE LIBRARY AND LEARNING CENTER FOUNDATION | ||||||
| 3491 MT DIABLO BLVD | LAFAYETTE | CA | 94549 | PC | TO SUPPORT THE LAFAYETTE LIBRARY AND LEARNING CENTER FOUNDATION SIMPSON LITERARY PROJECT THAT INCLUDES WRITING WORKSHOPS FOR UNDERSERVED YOUTH, AN ANNUAL WRITING AWARD FOR A MID-CAREER AUTHOR, AND EVENTS TO SUPPORT ASPIRING WRITERS AND AUTHORS IN RESIDENCE. | $50,000 |
| LAS TRAMPAS | ||||||
| 757 ARNOLD DRIVE SUITE C | MARTINEZ | CA | 94553 | PC | TO SUPPORT YEAR END ANGEL CAMPAIGN AS A MATCHING DONATION, AND TO HONOR CONNIE STOKES COLLIER | $45,000 |
| LOS ANGELES DANCE PROJECT | ||||||
| 2245 E WASHINGTON BLVD | LOS ANGELES | CA | 90021 | PC | TO SUPPORT ORGANIZATION'S EDUCATIONAL PROGRAMMING THROUGH A SERIES OF MASTER CLASSES, MINI DANCE INTENSIVES, AND DIGITAL SUBSCRIPTIONS | $70,000 |
| MONUMENT CRISIS CENTER | ||||||
| 1990 MARKET STREET | CONCORD | CA | 94520 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $2,500 |
| MUSEUM OF CRAFT AND DESIGN | ||||||
| 2569 THIRD STREET | SAN FRANCISCO | CA | 94107 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $35,000 |
| NATIONAL MS SOCIETY | ||||||
| PO BOX 590779 | SAN FRANCISCO | CA | 94159 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $1,000 |
| NORTHERN LIGHT SCHOOL | ||||||
| 3710 DORISA AVENUE | OAKLAND | CA | 94605 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT TO EDUCATING THE "WHOLE CHILD", INCLUDING A GRANT TO HONOR 30 YEARS OF NORTHERN LIGHT SCHOOL, AND A GIFT TO HONOR CORNELL MAIER | $47,500 |
| NORTHWEST MARITIME CENTER | ||||||
| 431 WATER STREET | PORT TOWNSEND | WA | 98368 | PC | TO SUPPORT THE NMC'S REAL WORLD READINESS PROGRAM THAT RECONNECTS VULNERABLE YOUTH WITH THE COMMUNITY THROUGH VOCATIONAL TRAINING | $40,000 |
| OAKLAND LEAF | ||||||
| 520 3RD STREET | OAKLAND | CA | 94607 | PC | TO HELP OAKLAND LEAF PURCHASE TECHNOLOGY TO EQUIP PROGRAM INSTRUCTORS TO TEACH AND ENGAGE STUDENTS ONLINE DURING COVID | $110,000 |
| OAKLAND MUSEUM OF CALIFORNIA | ||||||
| 1000 OAK STREET | OAKLAND | CA | 94607 | PC | TO SUPPORT THE ANNUAL OPERATING FUND AND THE ALL IN! CAMPAIGN | $500,000 |
| ORANGE COUNTY CHILDREN'S THERAPEUTIC ARTS | ||||||
| 2215 NORTH BROADWAY | SANTA ANA | CA | 92706 | PC | TO SUPPORT THE OCCTA'S ARTS ENRICHMENT PROGRAMS FOR AT-RISK YOUTH AND SPECIAL NEEDS CHILDREN | $40,000 |
| PARA LOS NINOS | ||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | PC | TO SUPPORT THE ORGANIZATION'S SOCIAL-EMOTIONAL & INTEGRATED SERVICES MODEL PROJECT | $25,000 |
| PAUL DRESHER ENSEMBLE | ||||||
| 55 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | PC | TO BENEFIT THE ORGANIZATION'S MUSICAL TRADITIONS PROGRAMS, CONCERTS AND THEATER WORK | $1,500 |
| PIEDMONT MAKERS | ||||||
| 10 MONTE AVENUE | PIEDMONT | CA | 94611 | PC | TO SUPPORT A TEAM COMPETING IN AN ADVANCED ROBOTICS COMPETITION AMONG RISING 7TH THROUGH 12TH GRADERS | $2,500 |
| PROJECT HOPE ALLIANCE | ||||||
| 1954 PLACENTIA AVENUE SUITE 202 | COSTA MESA | CA | 92627 | PC | A GRANT FOR PROJECT HOPE ALLIANCES' RAPID RESPONSE PROGRAM TO SERVE FAMILIES ACROSS ORANGE COUNTY | $65,000 |
| RUTH BANCROFT GARDEN | ||||||
| 1552 BANCROFT ROAD | WALNUT CREEK | CA | 94598 | PC | TO PROVIDE OPERATING SUPPORT, INCLUDING GARDEN MAINTENANCE AND RENOVATIONS, PROGRAMS TO EXPAND THE GARDEN'S CHILDREN'S EDUCATIONAL SUMMER CAMPS, AND SEED FUNDING FOR RENOVATING RUTH'S FOLLY | $73,500 |
| SAVE MOUNT DIABLO | ||||||
| 1901 OLYMPIC BLVD SUITE 320 | WALNUT CREEK | CA | 94596 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $2,000 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||
| 5005 LBJ FREEWAY SUITE 526 | DALLAS | TX | 75244 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $2,500 |
| TEACH FOR AMERICA | ||||||
| PO BOX 398296 | SAN FRANCISCO | CA | 94139 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $10,000 |
| THE CRUCIBLE | ||||||
| 1260 7TH STREET | OAKLAND | CA | 94607 | PC | TO SUPPORT THE CRUCIBLE'S YOUTH INDUSTRIAL ARTS PROGRAMS THAT PROVIDES A SAFE PLACE FOR BAY AREA YOUTH TO RECEIVE HANDS-ON INSTRUCTION AND INSPIRATION IN THE FINE AND INDUSTRIAL ARTS | $51,500 |
| THE ECOLOGY CENTER | ||||||
| 32701 ALIPAZ STREET | SAN JUAN CAPISTRANO | CA | 92675 | PC | TO SUPPORT THE ORGANIZATION'S EXPANDED FEAST VERDE AND DIGITAL PROGRAMMING | $75,000 |
| THE EDIBLE SCHOOLYARD PROJECT | ||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $10,000 |
| THE GARDENS AT HEATHER FARMS | ||||||
| 1540 MARCHBANKS DRIVE | WALNUT CREEK | CA | 94598 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $5,000 |
| THE OXBOW SCHOOL | ||||||
| 530 THIRD STREET | NAPA | CA | 94559 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT, SCHOLARSHIPS FOR STUDENTS, CAMPUS MAINTENANCE, AND PROTECTIVE SUPPLIES | $10,000 |
| THE RON FINLEY PROJECT | ||||||
| PO BOX 3664 | BEVERLY HILLS | CA | 90212 | PC | TO SUPPORT THE 2020/2021-TARGETED PROGRAMS, GENERAL OPERATIONAL SUPPORT, AND ORGANIZATIONAL CHANGES DUE TO COVID | $45,000 |
| THE UNDERGROUND MUSEUM | ||||||
| 3508 WASHINGTON BLVD | LOS ANGELES | CA | 90018 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $90,000 |
| THE ZELLERBACH FAMILY FOUNDATION | ||||||
| 455 MARKET STREET SUITE 2200 | SAN FRANCISCO | CA | 94105 | PF | TO SUPPORT THE COMMUNITY ARTS PROGRAM, A COLLABORATIVE FUNDING INITIATIVE WHERE ZFF RECEIVES AND DIRECTS THE ENTIRE GRANT RECEIVED ONLY TO ELIGIBLE 501(C)(3) ORGANIZATIONS THAT OFFER ART EXPERIENCES, MULTICULTURAL ART, AND PROGRAMS THAT ENGAGE NEW ARTISTS AND AUDIENCES. | $25,000 |
| TRANSCENDENCE THEATRE COMPANY | ||||||
| 19201 SONOMA HIGHWAY 214 | SONOMA | CA | 95476 | PC | TO SUPPORT THE ORGANIZATION'S ARTS AND VALUES EDUCATION FUND | $25,000 |
| UC BERKELEY ART MUSEUM & PACIFIC FILM ARCHIVE | ||||||
| 2120 OXFORD STREET 2250 | BERKELEY | CA | 94720 | PC | TO SUPPORT THE ORGANIZATION'S ANNUAL FUND AND NEW ART EXHIBITIONS, BY MATCHING ALL QUALIFYING DONATIONS FROM NEW DONORS AND MEMBERS | $3,420,000 |
| UC BERKELEY FOUNDATION | ||||||
| 1995 UNIVERSITY AVENUE SUITE 400 | BERKELEY | CA | 94704 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT WHERE NEEDED THE MOST BY THE UNIVERSITY | $5,000 |
| UC PRESS FOUNDATION | ||||||
| 155 GRAND AVENUE SUITE 400 | OAKLAND | CA | 94612 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT THAT FURTHERS THE ORGANIZATION'S MISSION TO SUSTAIN FIERCELY INDEPENDENT PUBLISHING ETHOS | $15,000 |
| UC SANTA CRUZ FOUNDATION | ||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | PC | TO SUPPORT THE ACCESS PROGRAM IN THE SCHOOL'S DIVISION OF PHYISCAL AND BIOLOGICAL SCIENCES FOR THREE YEARS, WHICH ADDS THREE STUDENTS PER YEAR TO ITS SUMMER RESEARCH INSTITUTE AND THREE NEW SCHOLARSHIPS PER YEAR | $178,433 |
| UC THEATRE BERKELEY MUSIC GROUP | ||||||
| 2036 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $15,000 |
| UCSF FOUNDATION | ||||||
| 220 MONTGOMERY STREET | SAN FRANCISCO | CA | 94143 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $20,000 |
| WALNUT CREEK LIBRARY FOUNDATION | ||||||
| 1644 NORTH BROADWAY | WALNUT CREEK | CA | 94596 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $1,000 |
| YERBA BUENA CENTER FOR THE ARTS | ||||||
| 701 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | TO PROVIDE FUNDS FOR UNRESTRICTED GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,402,933 | 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 | $44,661 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,544,234 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,148 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,431,706 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$6,837,663 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,837,663 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $64,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE ZELLERBACH FAMILY FOUNDATION | ||||||||||
| 455 MARKET STREET SUITE 2200 | SAN FRANCISCO | CA | 94105 | 2020-06-08 | $25,000 | TO SUPPORT A COLLABORATIVE FUNDING INITIATIVE THAT SUPPORTS THE COMMUNITY ARTS PROGRAM, WHERE THE ZELLERBACH FAMILY FOUNDATION RECEIVES AND DIRECTS THE ENTIRE GRANT, AS AN AGENT, ONLY TO ELIGIBLE 501(C)(3) ORGANIZATIONS THAT OFFER ART EXPERIENCES, MULTICULTURAL ART, AND PROGRAMS THAT ENGAGE NEW ARTISTS AND AUDIENCES. | $25,000 | NO | NO REPORTS DUE DURING TAX YEAR | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON INFORMATION FURNISHED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR ANYTHING OTHER THAN ITS INTENDED PURPOSE. |
| GIRLSMART LITERACY PROGARM | ||||||||||
| 21 ORINDA WAY SUITE C 358 | ORINDA | CA | 94563 | 2020-03-24 | $600,000 | TO SUPPORT ELIGIBLE 501(C)(3) ORGANIZATIONS THAT PROVIDE LITERACY-BASED, AFTER-SCHOOL PROGRAMS FOR GIRLS IN ECONOMICALLY DISTRESSED AND UNDER-RESOURCED COMMUNITIES. | $600,000 | NO | NO REPORTS DUE DURING TAX YEAR | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON INFORMATION MADE AVAILABLE BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR ANYTHING OTHER THAN ITS INTENDED PURPOSE. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PUBLIC EQUITIES & EXCH TRADED FUNDS | AT COST | $84,647,893 | $101,774,352 |
| HOUSATONIC EQUITY INVESTORS IIA, LP | AT COST | $282,773 | $2,025 |
| RIVI OPPORTUNITY FUND, LP | AT COST | $310,074 | $650,450 |
| BERKELEY SKYDECK FUND I, LP | AT COST | $347,529 | $421,613 |
| PENINSULA VENTURES IV, LP | AT COST | $678,251 | $1,050,970 |
| SURF AIR INC. | AT COST | $2,500,000 | $3,416,806 |
| B REIT | AT COST | $1,000,000 | $1,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,792 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,792 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM PARTNERSHIPS | $31,321 | $31,321 | $0 |
| INVESTMENT TRANSACTION COSTS | $6,598 | $6,598 | $0 |
| STATE FILING FEES | $185 | $0 | $185 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $5,148 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,148 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,148 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENTS | Desc |
| Amt | $10,060,187 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $816,081 | Amt |
| Net Investment Income | $816,081 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $23,089 | Amt |
| Net Investment Income | $23,089 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments