JOHN PRITZKER FAMILY FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN PRITZKER FAMILY FUND (EIN 30-0039815)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349107291
- 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
- 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 Assets 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 | 2021-11-15T15:07:30-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-15 | 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 |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $10,934,525 | 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 | $34,800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,047 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,047 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,167 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,947 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,947 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,846,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,126 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $456,716 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $438,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $79,852 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $79,852 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,024 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,867 | 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 | $16,218 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $490,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $493,178 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,586 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $15,134 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,426 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $31,946 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $31,946 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $215 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,772 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,146,734 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,104,867 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,599,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,560,584 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,746,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,665,451 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,100,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,553 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,549,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,775,199 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,775,199 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $26,149 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $33,669 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $33,669 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $205,344 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $163,352 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $116,111 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,979 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,433 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,090 | LandBOYAmt |
| Land EOY | $9,546 | LandEOYAmt |
| Land EOYFMV | $9,546 | LandEOYFMVAmt |
| Other Assets BOY | $32,187 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,823,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,981,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,934,525 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,870 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $36,487 | AccountsPayableEOYAmt |
| Grants Payable BOY | $42,648,724 | GrantsPayableBOYAmt |
| Grants Payable EOY | $33,677,933 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $18,689 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $36,560 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $42,693,283 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,750,980 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$38,869,646 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$22,769,214 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$38,869,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$22,769,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,823,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,981,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$38,869,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,100,432 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$22,769,214 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$22,769,214 | 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 | $8,167 | CostOrOtherBasisAmt |
| Gain Or Loss | -$8,167 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$8,167 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,167 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $452 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $452 | SubtotalAmt |
| Tax Based On Investment Income | $452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,121 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $24,121 | 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 | PIER 5 THE EMBARCADERO STE 102 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 | $456,716 | $79,852 | $0 | THREE LAGOON DRIVE SUITE 400 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THIRD PLATEAU SOCIAL IMPACT STRATEGIES | |||||
| 209 KEARNY STREET 3RD FLOOR | SAN FRANCISCO | CA | 94108 | CONSULTING | $223,763 |
| GOODBY SILVERSTEIN & PARTNERS INC | |||||
| 720 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | CONSULTING | $250,000 |
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 | $26,626,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $135,856 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,762,406 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,762,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $401,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,360,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,318,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,318,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $452 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $452 | TotalTaxAmt |
| Distributable Before Adj | $1,317,597 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,317,597 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,317,597 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,665,451 | 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 | $27,665,451 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,665,451 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,317,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,884,083 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,329,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,804,813 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,740,418 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,301,354 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,060,009 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,665,451 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,317,597 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,347,854 | RemainingDistriFromCorpusAmt |
| Total Corpus | $135,407,863 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,884,083 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $122,523,780 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,329,341 | ExcessFromYear4Amt |
| Excess From Year3 | $43,804,813 | ExcessFromYear3Amt |
| Excess From Year2 | $16,740,418 | ExcessFromYear2Amt |
| Excess From Year1 | $23,301,354 | ExcessFromYear1Amt |
| Excess From Current Year | $26,347,854 | 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 (170 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Addison-Penzak Jewish Community Center | ||||||||
| 14855 Oak Road Suite 201 | Los Gatos | CA | 95032 | none | PC | COVID-19 Emergency Response | $25,000 | |
| 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 Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | none | PC | Constitution Defense Fund | $166,667 | |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | none | PC | Centennial Gala | $25,000 | |
| 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 | $50,000 | |
| American Israel Education Foundation | ||||||||
| 251 H Street NW | Washington | DC | 20001 | none | PC | Educational and Outreach Initiatives Shmona | $35,000 | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| PO Box 4124 | New York | NY | 10063 | none | PC | Emergency Relief for Israel and the FSU | $250,000 | |
| American Jewish World Service Inc | ||||||||
| 45 W 36th Street 11th Floor | New York | NY | 10018 | none | PC | 2020 General Operating Support | $25,000 | |
| Anti-Defamation League | ||||||||
| 605 3rd Avenue 10th Floor | New York | NY | 10158 | none | PC | Center for Technology and Society | $50,000 | |
| Bay Area Jewish Healing Center | ||||||||
| 2530 Taraval Street Suite 202 | San Francisco | CA | 94116 | none | PC | General Operating Support | $25,000 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue 19th Floor | New York | NY | 10001 | none | PC | Count Every Vote Initiative participants on Birthright trips | $25,000 | |
| Birthright Israel Foundation | ||||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | none | PC | Multiyear support of French and Ukrainian particip | $50,000 | |
| Bolinas Museum | ||||||||
| 48 Wharf Road | Bolinas | CA | 94924 | none | PC | General Operating Support | $1,000 | |
| Bring Change to Mind (BC2M) | ||||||||
| 155 Sansome Street 530 | San Francisco | CA | 94104 | none | PC | General Operating Support | $75,000 | 2301 Broadway Suite B |
| Bring Change to Mind (BC2M) | ||||||||
| 155 Sansome Street 530 | San Francisco | CA | 94104 | none | PC | Operational Support (COVID-19); General Operating | $25,000 | |
| Cal Matters | ||||||||
| 1017 L Street Suite 261 | Sacramento | CA | 95814 | none | PC | General Operating Support | $10,000 | |
| 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 | General Operating Support | $25,000 | |
| California Pacific Medical Center Foundation | ||||||||
| 2015 Steiner Street | San Francisco | CA | 94115 | none | PC | Discretion of Dr. Warren Browner | $100,000 | |
| Camp Newman | ||||||||
| 711 Grand Avenue Suite 280 | San Rafael | CA | 94901 | none | PC | 2020 General Operating Support | $25,000 | |
| Camp Ramah in Northern California | ||||||||
| 969-G Edgewater Boulevard Suite 80 | Foster City | CA | 94404 | none | PC | 2020 General Operating Support | $25,000 | |
| Camp Tawonga Jewish Community Corporation | ||||||||
| 131 Steuart Street Suite 460 | San Francisco | CA | 94105 | none | PC | 2020 General Operating Support | $25,000 | |
| Camp Tawonga Jewish Community Corporation | ||||||||
| 131 Steuart Street Suite 460 | San Francisco | CA | 94105 | none | PC | Capital Campaign | $83,334 | |
| Carbon180 | ||||||||
| 1111 Broadway Floor 3 | Oakland | CA | 94607 | none | PC | General Operating Support | $50,000 | |
| Center for Humane Technology | ||||||||
| 77 Van Ness Avenue Suite 101-1601 | SAN FRANCISCO | CA | 94102 | none | PC | General Operating Support | $50,000 | |
| Center for Youth Wellness | ||||||||
| 3450 Third Street Building 2 Suit | San Francisco | CA | 94124 | none | PC | General Operating Support | $25,000 | |
| Challenge Success | ||||||||
| PO Box 20053 | Stanford | CA | 94309 | none | PC | General Support | $10,000 | |
| Chicago Public Library Foundation | ||||||||
| 200 W Madison Street 3rd Floor | Chicago | IL | 60606 | none | PC | In honor of Cindy Pritzker | $1,000 | |
| Chronicle Season of Sharing Fund | ||||||||
| PO Box 44740 | San Francisco | CA | 94144 | none | PC | 2020-2021 Campaign | $100,000 | |
| City and County of San Francisco | ||||||||
| City Hall Room 316 | San Francisco | CA | 94102 | none | PC | Give2SF COVID-19 Response and Recovery Fund | $100,000 | |
| Columbia University | ||||||||
| Hogan Hall Level A | New York | NY | 10025 | none | PC | Summer 2020 Earnings Grant Fund | $100,000 | |
| Columbia University | ||||||||
| Hogan Hall Level A | New York | NY | 10025 | none | PC | Columbia College Financial Aid Fund | $25,000 | |
| Congregation Beth Israel Carmel | ||||||||
| 5716 Carmel Valley Rd | Carmel | CA | 93923 | none | PC | Carmel Jewish Film Festival | $5,000 | |
| 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 | |
| Congregation Emanu-El | ||||||||
| 2 Lake Street | San Francisco | CA | 94118 | none | PC | General Operating Support, Young Adult Program | $125,000 | |
| Corporation of the Fine Arts Museums | ||||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | none | PC | General Operating Support | $25,000 | |
| Crohn's and Colitis Foundation of America Inc | ||||||||
| 5 Third Street Suite 815 | San Francisco | CA | 94103 | none | PC | California Wine Classic | $5,000 | |
| Delivering Good Inc | ||||||||
| 266 West 37th Street 22nd Floor | New York | NY | 10018 | none | PC | General Operating Support | $10,000 | |
| Democracy Works Inc | ||||||||
| 20 Jay Street 840 | Brooklyn | NY | 11201 | none | PC | General Operating Support | $50,000 | |
| Democracy Works Inc | ||||||||
| 20 Jay Street 840 | Brooklyn | NY | 11201 | none | PC | General Operating Support | $50,000 | |
| Environmental Defense Fund Incorporated | ||||||||
| 123 Mission Street 28th Floor | San Francisco | CA | 94105 | none | PC | General Operating Support | $25,000 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | none | PC | General Operating Support | $25,000 | |
| Florida Rights Restoration Coalition Education | ||||||||
| FUND/ TIDES FOUNDATION | Orlando | FL | 32861 | none | PC | Amendment 4 Fines and Fees Campaign | $50,000 | PO Box 618147 |
| Friends of Ir David Inc | ||||||||
| 575 Lexington Avenue 4th floor | New York | NY | 10022 | none | PC | Pilgrimage Road Southern Excavation (Capital Project) | $333,333 | |
| Friends of the Israel Defense Forces | ||||||||
| PO Box 4224 | New York | NY | 10163 | none | PC | In Memory of Murray B. Spilman | $1,000 | |
| 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 | |
| GlobalGiving | ||||||||
| 1110 Vermont Ave NW 550 | Washington | DC | 20005 | none | PC | Australian Wildfire Relief Fund (Project #44385) | $25,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| Building 201 Fort Mason | San Francisco | CA | 94123 | none | PC | Presidio Tunnel Tops Campaign (Capital Project) | $500,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| Building 201 Fort Mason | San Francisco | CA | 94123 | none | PC | One Tam | $25,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| Building 201 Fort Mason | San Francisco | CA | 94123 | none | PC | 2021 Trustee Fund | $25,000 | |
| GreenLight Fund | ||||||||
| 120 St James Avenue 6th 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 | $2,500 | |
| Headlands Center for the Arts | ||||||||
| 944 Fort Barry | Sausalito | CA | 94965 | none | PC | General Operating Support | $50,000 | |
| Honeymoon Israel Foundation Inc | ||||||||
| 1417 Mayson Street NE | Atlanta | GA | 30324 | none | PC | General Operating Support | $10,000 | |
| Hope for Heroism DBA Brothers for Life | ||||||||
| 270 South Hanford Street Suite 207 | Seattle | WA | 98134 | none | PC | General Operating Support | $10,000 | |
| Hyatt Hotels Foundation | ||||||||
| PO Box 7410105 | Chicago | IL | 60674 | none | PC | Hyatt Care Fund | $100,000 | |
| Illuminate the Arts | ||||||||
| 810 5th Avenue Suite 200 | San Rafael | CA | 94901 | none | PC | General Operating Support | $5,000 | |
| IsraAID (US) Global Humanitarian Assistance Inc | ||||||||
| PO Box 61227 | Palo Alto | CA | 94036 | none | PC | COVID-19 Emergency Response | $50,000 | |
| 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 | 2020 General Support | $50,000 | |
| Jewish Community Center of San Francisco | ||||||||
| 3200 California Street | San Francisco | CA | 94118 | none | PC | General Operating Support | $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 | Aperture Fund | $550,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | none | PC | Aperture Fund | $200,000 | |
| Jewish Community High School of the Bay | ||||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | none | PC | 2020 Spring Celebration | $5,000 | |
| Jewish Community Relations Council | ||||||||
| 121 Steuart Street Suite 301 | San Francisco | CA | 94105 | none | PC | Advancing Democracy Initiative; General Support & Annual Gala; Israel Study Trips | $250,000 | |
| Jewish Family and Children's Services | ||||||||
| 2150 Post Street | San Francisco | CA | 94115 | none | PC | Community Emergency Fund | $50,000 | |
| 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 | 2020 Membership | $10,000 | |
| Jewish Funders Network | ||||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | none | PC | JFN West Gathering | $2,500 | |
| Jewish Home and Senior Living Foundation | ||||||||
| 302 Silver Avenue | San Francisco | CA | 94112 | none | PC | Capital Campaign | $150,000 | |
| Jewish Home and Senior Living Foundation | ||||||||
| 302 Silver Avenue | San Francisco | CA | 94112 | none | PC | COVID-19 Emergency Funding Campaign | $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 | |
| Keystone Research Center Inc | ||||||||
| 412 N Third Street | Harrisburg | PA | 17101 | none | PC | Voter Project Fund | $50,000 | |
| KQED Inc | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | none | PC | 2020 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 | $2,500 | |
| MAD Foundation Inc | ||||||||
| 200 Park Avenue Ave S Suite 1511 | New York | NY | 10003 | none | PC | General Operating Support | $1,000 | |
| Mayors Fund for Los Angeles | ||||||||
| 200 N Spring Street Suite 305B | Los Angeles | CA | 90012 | none | PC | Emergency COVID-19 Crisis Fund | $200,000 | |
| Mayors Fund for Los Angeles | ||||||||
| 200 N Spring Street Suite 305B | Los Angeles | CA | 90012 | none | PC | Angeleno Campaign | $200,000 | |
| Menlo College | ||||||||
| 1000 El Camino Real | Atherton | CA | 94027 | none | PC | Discretion of President Weiner | $25,000 | |
| Mind Share Partners | ||||||||
| 388 Market Street Suite 1300 | San Francisco | CA | 94111 | none | PC | General Operating Support | $25,000 | |
| Mind Share Partners | ||||||||
| 388 Market Street Suite 1300 | San Francisco | CA | 94111 | none | PC | Operational Support (COVID-19); General Operating Support | $10,000 | |
| 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 | Maternity Care | $30,000 | |
| National Vote at Home Institute | ||||||||
| PO Box 65752 | Washington | DC | 20035 | none | PC | General Operating Support | $25,000 | |
| NEO Philanthropy | ||||||||
| 45 West 36th Street 6th Floor | New York | NY | 10018 | none | PC | State Infrastructure Fund | $150,000 | |
| New Venture Fund | ||||||||
| 1201 Connecticut Avenue NW 300 | Washington | DC | 20036 | none | PC | Voting Rights Lab | $50,000 | |
| New Venture Fund | ||||||||
| 1201 Connecticut Avenue NW 300 | Washington | DC | 20036 | none | PC | Trusted Elections Fund | $100,000 | |
| New Venture Fund | ||||||||
| 1201 Connecticut Avenue NW 300 | Washington | DC | 20036 | none | PC | Voting Rights Lab; Voting Rights Lab - Election Integrity Plan | $50,000 | |
| New Venture Fund | ||||||||
| 1201 Connecticut Avenue NW 300 | Washington | DC | 20036 | none | PC | Democracy is Delicious | $25,000 | |
| NLI USA INC | ||||||||
| 25 West 45th Street 701 | New York | NY | 10036 | none | PC | National Photography Collection (Capital Project) | $500,000 | |
| Northern California Grantmakers | ||||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | none | PC | 2021 Membership | $14,250 | |
| 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 | COVID-19 Emergency Response | $25,000 | |
| Oxford Academy | ||||||||
| 1393 Boston Post Road | Westbrook | CT | 06498 | none | PC | General Operating Support | $25,000 | |
| Peer Health Exchange | ||||||||
| 100 Webster Street Suite 300 | Oakland | CA | 94607 | none | PC | General Operating Support | $200,000 | |
| Peninsula Jewish Community Center | ||||||||
| 800 Foster City Boulevard | Foster City | CA | 94404 | none | PC | General Operating Support at Direction of Paul Geldulig | $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 iEngage on Campus | $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 | 2020 Liberty Gala | $10,000 | |
| Pro Publica Inc | ||||||||
| 155 Avenue of the Americas 13th Fl | New York | NY | 10013 | none | PC | General Support | $50,000 | |
| Project Theia Tides Foundation | ||||||||
| PO Box 399389 | San Francisco | CA | 94139 | none | PC | Project Theia | $50,000 | |
| Protect Democracy Project | ||||||||
| 2020 Pennsylvania Avenue NW 163 | Washington | DC | 20009 | none | PC | General Operating Support | $100,000 | |
| Safe & Sound | ||||||||
| 1757 Waller Street | San Francisco | CA | 94117 | none | PC | 2020 General Operating Support Research | $50,000 | |
| San Francisco Community Radio | ||||||||
| PO Box 641042 | San Francisco | CA | 94164 | none | PC | KXSF-FM General Operating Support | $2,500 | |
| San Francisco Free Clinic | ||||||||
| 4900 California Street | San Francisco | CA | 94118 | none | PC | General Operating Support | $25,000 | |
| San Francisco General Hospital Foundation | ||||||||
| 1001 Potrero Bldg 40 5th Floor | San Francisco | CA | 94110 | none | PC | Hearts in SF 2020 | $10,000 | |
| San Francisco General Hospital Foundation | ||||||||
| 1001 Potrero Bldg 40 5th Floor | San Francisco | CA | 94110 | none | PC | Hearts in SF 2021 Play It Loud: Instruments of Rock & Roll | $10,000 | |
| San Francisco Hillel | ||||||||
| 33 Banbury Drive | San Francisco | CA | 94132 | none | PC | General Support | $40,000 | |
| San Francisco Hillel | ||||||||
| 33 Banbury Drive | San Francisco | CA | 94132 | none | PC | General Operating Support | $10,000 | |
| San Francisco Jazz Organization | ||||||||
| 201 Franklin Street | San Francisco | CA | 94102 | none | PC | 3 Year Annual Fund 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 2020 | $10,000 | |
| San Francisco Recreation & Parks | ||||||||
| 501 Stanyan Street | San Francisco | CA | 94117 | none | PC | India Basin Park Project (Capital Project) | $1,967,450 | |
| San Francisco-Marin Food Bank | ||||||||
| 900 Pennysylvania Avenue | San Francisco | CA | 94107 | none | PC | General Operating Support | $50,000 | |
| San Francisco-Marin Food Bank | ||||||||
| 900 Pennysylvania Avenue | San Francisco | CA | 94107 | none | PC | General Operating Support | $50,000 | |
| Sesame Workshop | ||||||||
| 1900 Broadway | New York | NY | 10023 | none | PC | General Operating Support | $5,000 | |
| Shalom Bayit - Tides Center | ||||||||
| PO Box 2883 | Berkeley | CA | 94702 | none | PC | General Operating Support | $25,000 | |
| 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 | |
| Share Our Strength | ||||||||
| 1030 15th Street NW 1100 W | Washington | DC | 20005 | none | PC | No Kid Hungry | $50,000 | |
| Sierra Health Foundation | ||||||||
| 1321 Garden Hwy | Sacramento | CA | 95833 | none | PC | San Joaquin Valley Health Fund COVID-19 Response Cluster | $25,000 | |
| Silicon Valley Community Foundation | ||||||||
| 2440 West El Camino Real 300 | Mountain View | CA | 94040 | none | PC | COVID-19 Coronavirus Regional Response Fund | $50,000 | |
| Spark SF Public Schools | ||||||||
| 135 Van Ness Avenue Room 119 | San Francisco | CA | 94102 | none | PC | Student Nutrition | $50,000 | |
| Spark SF Public Schools | ||||||||
| 135 Van Ness Avenue Room 119 | San Francisco | CA | 94102 | none | PC | COVID-19 Response Fund | $50,000 | |
| Stern Grove Festival Association | ||||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | none | PC | 2020 Season Finale | $5,000 | |
| Summer Search | ||||||||
| 101 Howard Street Suite 250 | San Francisco | CA | 94105 | none | PC | Emergency Support; General Operating Support | $15,000 | |
| Tenderloin Neighborhood Development Corporation | ||||||||
| 201 Eddy Street | San Francisco | CA | 94102 | none | PC | General Operating Support | $10,000 | |
| That Man May See Inc | ||||||||
| 10 Koret Way Box 0352 | San Francisco | CA | 94143 | none | PC | AMD Therapy Research | $150,000 | |
| The Bail Project | ||||||||
| PO Box 750 | Venice | CA | 90294 | none | PC | General Operating Support | $25,000 | |
| The Commonwealth Club of California | ||||||||
| 110 The Embarcadero | San Francisco | CA | 94105 | none | PC | Mental Health Speakers Series | $91,500 | |
| The Commonwealth Club of California | ||||||||
| 110 The Embarcadero | San Francisco | CA | 94105 | none | PC | Mental Health Speakers Series | $100,000 | |
| The Commonwealth Club of California | ||||||||
| 110 The Embarcadero | San Francisco | CA | 94105 | none | PC | General Support on Occasion of Virtual Gala | $25,000 | |
| 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 | Director's Fund and Trustee Appeal | $35,000 | |
| The Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | none | PC | Emergency Response General Operating Support | $1,000,000 | |
| The Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | none | PC | Trustee Annual Appeal | $25,000 | |
| The Trust for Public Land | ||||||||
| 101 Montgomery Street 11th Floor | San Francisco | CA | 94104 | none | PC | India Basin Park Project (Capital Project) | $3,757,550 | |
| Tipping Point Community | ||||||||
| 220 Montgomery Street 850 | San Francisco | CA | 94104 | none | PC | COVID-19 Emergency Response | $250,000 | |
| UNITY of Greater New Orleans Inc | ||||||||
| 2475 Canal Street 300 | New Orleans | LA | 70119 | none | PC | General Operating Support | $25,000 | |
| 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 | $650,000 | |
| 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 | ||||||||
| 401 Parnassus Avenue Box ADM | San Francisco | CA | 94143 | none | PC | Lisa and John Pritzker Family Distinguished Professorship in Child Psychiatry (Endowment) | $800,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | none | PC | UCSF COVID-19 Response Fund | $100,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | none | PC | UCSF COVID-19 Response Fund | $350,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | none | PC | UCSF COVID-19 Response Fund | $100,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | none | PC | UCSF COVID-19 Qualified Disaster Relief Fund & Faculty Resource Fund | $100,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94143 | none | PC | Capital Project | $2,500,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94143 | none | PC | Art for CTF Center and Psychiatry Building | $1,000,000 | |
| 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 | |
| UpStart | ||||||||
| 1111 Broadway 3rd Floor | Oakland | CA | 94607 | none | PC | Jewish Innovator Payroll Relief Fund | $7,500 | |
| Voter Participation Center | ||||||||
| 1707 L Street NW 950 | Washington | DC | 20036 | none | PC | General Operating Support | $250,000 | |
| Voter Registration Project | ||||||||
| 1725 DeSales Street NW 650 | Washington | DC | 20036 | none | PC | Everybody Votes | $50,000 | |
| Voter Registration Project | ||||||||
| 1725 DeSales Street NW 650 | Washington | DC | 20036 | none | PC | Everybody Votes | $100,000 | |
| Wilkes Bashford Helping Hands Emergency Fund | ||||||||
| 601 4th Street Suite 215 | San Francisco | CA | 94107 | none | PC | In Honor of Roselyne Swig | $2,500 | |
| Women in Need Inc | ||||||||
| One State Street Plaza 18th Floor | New York | NY | 10004 | none | PC | General Operating Support | $50,000 | |
| World Central Kitchen Inc | ||||||||
| 1342 Florida Avenue NW | Washington | DC | 20009 | none | PC | COVID-19 Food Relief in New York | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,560,584 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alonzo King LINES Ballet | |||||||
| 26 Seventh Street 5th Floor | San Francisco | CA | 94103 | NONE | PC | General Support | $100,000 |
| American Jewish Joint Distribution Committee - Eme | |||||||
| PO Box 4124 | New York | NY | 10063 | none | PC | Emergency Relief for Israel and the FSU | $100,000 |
| Brandeis Marin - Simcha 21 in Honor of Barry and E | |||||||
| 180 N SAN PEDRO RD | SAN RAFAEL | CA | 94903 | none | PC | general support | $10,000 |
| Bring Change to Mind | |||||||
| 155 Sansome Street 530 | San Francisco | CA | 94104 | none | PC | General Operating Support participants on Birthright Trips | $75,000 |
| Camp Tawonga | |||||||
| 131 Steuart Street Suite 460 | San Francisco | CA | 94105 | none | PC | General Operating Support | $166,666 |
| Columbia University | |||||||
| Hogan Hall Level A | New York | NY | 10025 | none | PC | Columbia College Financial Aid Fund | $75,000 |
| Congregation Emanu-El - Capital Campaign | |||||||
| 2 Lake Street | San Francisco | CA | 94118 | none | PC | Building and Capital Improvement; Young Adult Fund | $750,000 |
| Contemporary Jewish Museum | |||||||
| 736 Mission St | San Francisco | CA | 94103 | none | PC | General Support | $50,000 |
| Environmental Defense Fund | |||||||
| 123 Mission Street 28th Floor | San Francisco | CA | 94105 | none | PC | 2 Year General Operating Support | $25,000 |
| Food Bank NYC | |||||||
| 39 Broadway | New York | NY | 10006 | none | PC | general support | $50,000 |
| Giving Back Fund - Israel Giving Bread | |||||||
| 5757 W Century Boulevard | Los Angeles | CA | 90045 | none | PC | General Support | $10,000 |
| Gleaners Community Food Bank | |||||||
| 2131 Beaufait Street | Detroit | MI | 48207 | none | PC | General Operating Support | $50,000 |
| Global Citizen of the Year | |||||||
| 1625 Clay Street Suite 400 | Oakland | CA | 94612 | NONE | PC | General Operating Support | $50,000 |
| Golden Gate National Parks Conservancy | |||||||
| Building 201 Fort Mason | San Francisco | CA | 94123 | NONE | PC | Presidio Tunnel Tops Campaign | $500,000 |
| GreenLight Fund | |||||||
| 200 Clarendon Street 44th Floor | Boston | MA | 02116 | NONE | PC | Bay Area Program | $25,000 |
| IsraAID US - half for US work half global | |||||||
| PO Box 61227 | Palo Alto | CA | 94036 | none | PC | US and International Work | $50,000 |
| Jewish Community Center East Bay | |||||||
| 1414 Walnut Street | Berkeley | CA | 94709 | none | PC | General Operating Support | $50,000 |
| Jewish Community Center San Francisco | |||||||
| 3200 California Street | San Francisco | CA | 94118 | NONE | PC | General Operating Support | $200,000 |
| Jewish Community Center Sonoma County | |||||||
| 1301 Farmers Lane C103 | Santa Rosa | CA | 95405 | none | PC | General Operating Support | $10,000 |
| Jewish Community Federation and Endowment Fund | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | none | PC | General Operating Support; COVID 19 RESPONSE FUND | $100,000 |
| Jewish Community Federation and Endowment Fund | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | none | PC | General Operating Support; ISRAEL PORTFOLIO | $50,000 |
| Jewish Community Federation and Endowment Fund | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Teen Initiative | $200,000 |
| Jewish Vocational Service | |||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | NONE | PC | Youth Transition Pathways Program | $150,000 |
| Jewish Vocational Service - Emergency Relief | |||||||
| 225 Bush Street 400 | San Francisco | CA | 94104 | none | PC | General Operating Support | $25,000 |
| KQED | |||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | none | PC | Campaign 21 (Capital Project) Fund \ Center Fund \ Exhibition Fund | $800,000 |
| Los Angeles Regional Food Bank | |||||||
| 1734 E 41st St | Los Angeles | CA | 90058 | none | PC | General Support | $50,000 |
| Mind Share Partners | |||||||
| 388 Market Street Suite 1300 | San Francisco | CA | 94111 | none | PC | General Operating Support | $100,000 |
| National Library of Israel USA INC | |||||||
| 25 WEST 45TH STREET 703 | NEW YORK | NY | 10036 | none | PC | general support | $1,500,000 |
| One Tam | |||||||
| 201 Form Mason 3rd Fl | San Francisco | CA | 94123 | none | PC | National Photography Collection | $50,000 |
| Osher Marin Jewish Community Center | |||||||
| 388 Market Street Suite 1300 | San Francisco | CA | 94111 | none | PC | General Operating Support | $100,000 |
| Peninsula Jewish Community Center | |||||||
| 800 Foster City Boulevard | Foster City | CA | 94404 | none | PC | General Operating Support at Direction of Paul Gel | $100,000 |
| Reboot | |||||||
| 1710 Old Okeechobee Rd | West Palm Beach | FL | 33409 | none | PC | General Support | $25,000 |
| San Francisco MOMA | |||||||
| 151 Third Street | San Francisco | CA | 94103 | none | PC | SFMOMA Pritzker Center for Photography (Endowment) Support | $2,500,000 |
| San Francisco-Marin Food Bank | |||||||
| 900 Pennysylvania Avenue | San Francisco | CA | 94107 | none | PC | General Operating Support | $50,000 |
| Second Harvest New Orleans | |||||||
| 700 Edwards Ave | New Orleans | LA | 70123 | none | PC | General 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 Pr | $200,000 |
| University of California San Francisco | |||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | PC | Child Trauma Research Program | $350,000 |
| University of California San Francisco | |||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94143 | none | PC | Capital Project; CHILD, TEEN AND FAMILY CENTER | $22,500,000 |
| University of California San Francisco | |||||||
| Box 0984 | San Francisco | CA | 94143 | none | PC | MDD Treatment Innovation; DEPARTMENT OF PSYCHIATRY | $4,500,000 |
| University of Southern California - HH&S | |||||||
| Zonal Avenue Biggy St | Los Angeles | CA | 90033 | none | PC | General Support | $62,500 |
| Working In The Schools | |||||||
| 614 W Lake St 200 | Chicago | IL | 60661 | none | PC | General Support | $7,500 |
| Grant Payable Discount | |||||||
| Three Lagoon Drive | Redwood City | CA | 94065 | none | PC | Present Value Discount for Multi-Year Grants | -$2,138,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $33,677,933 | 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 | $2,450 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,729 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,167 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP ORDINARY INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,959 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SETTLEMENT T-915 | |||||||
| 1 | Bahamas Financial Centre 2nd Floor | NASSAU | New Providence | BF | P.O. Box N-4899 | $15,000,000 | Yes (X) |
| SETTLEMENT T-915 | |||||||
| 2 | Bahamas Financial Centre 2nd Floor | NASSAU | New Providence | BF | P.O. Box N-4899 | $5,000,000 | Yes (X) |
| Settlement T-915 | |||||||
| 3 | Bahamas Financial Centre 2nd Floor | Nassau | New Providence | BF | P.O. Box N-4899 | $14,800,000 | Yes (X) |
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 | $16,218 | 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 (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2017-08-16 | $2,184 | $1,020 | SL | 5 | $437 |
| COMPUTER EQUIPMENT | 2019-02-15 | $1,534 | $281 | SL | 5 | $307 |
| COMPUTER EQUIPMENT | 2019-04-09 | $2,261 | $339 | SL | 5 | $452 |
| COMPUTER EQUIPMENT | 2019-11-26 | $2,167 | $36 | SL | 5 | $433 |
| WEBSITE | 2019-10-04 | $3,949 | $329 | SL | 3 | $1,316 |
| OFFICE FURNITURE | 2020-03-03 | $2,885 | SL | 5 | $481 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FARALLON CAPITAL INSTL. PTNRS. | $162,418 | $116,111 |
| FCIP, LTD SPIN-OFF | $934 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $2,184 | $1,457 | $727 |
| COMPUTER EQUIPMENT | $1,534 | $588 | $946 |
| COMPUTER EQUIPMENT | $2,261 | $791 | $1,470 |
| COMPUTER EQUIPMENT | $2,167 | $469 | $1,698 |
| WEBSITE | $3,949 | $1,645 | $2,304 |
| OFFICE FURNITURE | $2,885 | $481 | $2,404 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,024 | LegalFeesAmt |
| Disbursements Charitable Prps | $12,867 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM NORTHERN TRUST | $4,537 | $0 | $0 |
| DUE FROM VENDOR | $27,650 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP PORTFOLIO EXPENSES | $215 | $215 | |
| OFFICE EXPENSES | $3,110 | $3,544 | |
| PAYROLL EXPENSES | $960 | $960 | |
| WORKERS COMPENSATION INSURANCE | $3,842 | $3,842 | |
| INSURANCE | $2,601 | $517 | |
| GIFTS | $850 | $650 | |
| MEMBERSHIP FEE | $1,898 | $1,898 | |
| EMPLOYEE EXPENSES | $4,356 | $5,361 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FLOW-THRU FARALLON CAPITAL PTRS ORD INC | Desc |
| Revenue And Expenses Per Books | $5,947 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,947 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PTO LIABILITY | $18,689 | $36,505 |
| ACCRUED EXPENSES | $0 | $55 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | $489,637 | $493,178 | |
| MANAGEMENT FEE | $1,000 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SECRETARY OF STATE-ILLINOIS | $15 | $15 |
| EXCISE TAX | $452 | |
| PAYROLL TAXES | $15,109 | $15,109 |
| CALIFORNIA TAXES | $10 | $10 |
Comments