OBERNDORF FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
OBERNDORF FAMILY FOUNDATION (EIN 68-0299542)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-16
IRS object ID
202121979349100507
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-16T11:50:27-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 BUSH STREET SUITE 1700AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680299542EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BILL & SUSAN OBERNDORF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBILLBusinessNameControlTxt
Phone4155006900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1615 FRONT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN C OBERNDORFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4155006900PhoneNum
Signature2021-06-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastOBERNDORFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANCIS R CASSIDYPreparerPersonNm
PTINP00733712PTIN
Phone4157642700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$103,594,371FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,520,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$98InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$98InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$98InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$109,198DividendsRevAndExpnssAmt
Dividends Net Invst Incm$109,198DividendsNetInvstIncmAmt
Dividends Adj Net Incm$109,198DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$48,877,208NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$83,629,359GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$48,877,208CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$15,000OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$60,521,504TotalRevAndExpnssAmt
Total Net Invst Incm$48,986,504TotalNetInvstIncmAmt
Total Adj Net Incm$124,296TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$33,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$16,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$60,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,000OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$30,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$160,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,117OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,559OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,559OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$256,117TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,059TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$48,059TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,045,029ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,045,029ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,301,146TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,059TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$19,093,088TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,220,358ExcessRevenueOverExpensesAmt
Net Investment Income$48,938,445NetInvestmentIncomeAmt
Adjusted Net Income$124,296AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,310,866CashBOYAmt
Cash EOY$34,786,018CashEOYAmt
Cash EOYFMV$34,786,018CashEOYFMVAmt
Other Nts And Loans Rcvbl$1,219OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$21,719OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,219OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,219OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$58,578,755CorporateStockBOYAmt
Corporate Stock EOY$77,416,316CorporateStockEOYAmt
Corporate Stock EOYFMV$68,807,134CorporateStockEOYFMVAmt
Total Assets BOY$78,911,340TotalAssetsBOYAmt
Total Assets EOY$112,203,553TotalAssetsEOYAmt
Total Assets EOYFMV$103,594,371TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$78,911,340RetainedEarningBOYAmt
Retained Earning EOY$112,203,553RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$78,911,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$112,203,553TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$78,911,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$112,203,553TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$78,911,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,220,358ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$120,131,698SubtotalAmt
Other Decreases$7,928,145OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$112,203,553TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUST #40040P$37,282,401$27,289,063$9,993,338$9,993,338
FX GAINS & LOSSESP$239-$239-$239
NORTHERN TRUST #40040P$46,346,958$7,462,849$38,884,109$38,884,109
FieldValueIRS element (for citing)
Capital Gain Net Income$48,877,208CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$9,993,338NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$680,244InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$680,244SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$680,244TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$161,020EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$695,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$856,020TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$175,776OverpaymentAmt
Applied To ES Tax$175,776AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN C OBERNDORFIndividualWithBooksNm
Phone4155006900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1615 FRONT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN C OBERNDORF
615 FRONT STREETSAN FRANCISCOCA94111PRESIDENT10.00$0$0$0
WILLIAM E OBERNDORF
615 FRONT STREETSAN FRANCISCOCA94111SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$59,364,110AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,449,620AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$84,813,730TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$84,813,730AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,272,206CashDeemedCharitableAmt
Net Vl Noncharitable Assets$83,541,524NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,177,076MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,177,076MinimumInvestmentReturnAmt
Tax Based On Investment Income$680,244TaxBasedOnInvestmentIncomeAmt
Total Tax$680,244TotalTaxAmt
Distributable Before Adj$3,496,832DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,496,832DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,496,832DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,093,088ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$19,093,088QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,093,088AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,496,832DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,651,682ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,567,013ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,662,274ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,302,669ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$48,183,638TotalExcessDistributionCyovAmt
Qualifying Distributions$19,093,088QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,496,832AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,596,256RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$63,779,894TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,651,682ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$54,128,212ExcessDistriCyovToNextYrAmt
Excess From Year4$13,567,013ExcessFromYear4Amt
Excess From Year3$13,662,274ExcessFromYear3Amt
Excess From Year2$11,302,669ExcessFromYear2Amt
Excess From Current Year$15,596,256ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUSAN C OBERNDORFContributingManagerNm
Contributing ManagerWILLIAM E OBERNDORFContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GOLDEN GATE NATIONAL PARKS CONSERVANCY
FORT MASON BUILDING 201SAN FRANCISCOCA94123PCGENERAL CHARITY$5,000
GREAT LAKES EDUCATION FOUNDATION
2401 INTERNATIONAL LANEMADISONWI53704PCGENERAL CHARITY$25,000
UCSF FOUNDATION
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$900,000
UCSF FOUNDATION
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$10,000
SWEETWATER SPECTRUM
369 5TH STREETSONOMACA95476PCGENERAL CHARITY$5,000
BAY SCHOLARS
465 CALIFORNIA STREETSAN FRANCISCOCA94104PCGENERAL CHARITY$10,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PCGENERAL CHARITY$400,000
UCSF FOUNDATION
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$2,500,000
UCSF FOUNDATION
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$5,000,000
UCSF FOUNDATION
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$2,000,000
UCSF FOUNDATION
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$2,000,000
SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
1001 POTRERO AVESAN FRANCISCOCA94110PCGENERAL CHARITY$10,000
TIPPING POINT COMMUNITY
220 MONTGOMERY ST 850SAN FRANCISCOCA94104PCGENERAL CHARITY$100,000
MANHATTAN INSTITUTE
52 VANDERBILT AVENEW YORKNY10017PCGENERAL CHARITY$25,000
ST MONICA CATHOLIC SCHOOLS
5950 GEARY BLVDSAN FRANCISCOCA94121PCGENERAL CHARITY$5,000
HOOVER INSTITUTION
434 GALVEZ MALLSTANFORDCA94305PCGENERAL CHARITY$10,000
SAN FRANCISCO FREE CLINIC
4900 CALIFORNIA STREETSAN FRANCISCOCA94118PCGENERAL CHARITY$5,000
GLENN MILLLER MEMORIAL GOLD TOURNAMENT
599 PARK BLVDUKIAHCA95482PCGENERAL CHARITY$5,000
UCSF FOUNDATIONCARDIOLOGY COUNCIL
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$25,000
SAFE AND SOUND
1757 WALLER STREETSAN FRANCISCOCA94117PCGENERAL CHARITY$20,000
PEER HEALTH EXCHANGE
70 GOLD STREETSAN FRANCISCOCA94133PCGENERAL CHARITY$25,000
MISSION DELORES ACADEMY
3371 16TH STREETSAN FRANCISCOCA94114PCGENERAL CHARITY$10,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 3RD STREETSAN FRANCISCOCA94103PCGENERAL CHARITY$20,000
ARCS FOUNDATION
1008 GENERAL KENNEDY AVESAN FRANCISCOCA94129PCGENERAL CHARITY$2,500
UCSF FOUNDATION
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$100,000
ASPEN INSTITUTE
1227 DE LA VINA STREETSANTA BARBARACA93101PCGENERAL CHARITY$10,000
SAN FRANCISCO EDUCATION FUND
2730 BRYANT STREETSAN FRANCISCOCA94110PCGENERAL CHARITY$25,000
SAN FRANCISCO ZOOLOGICAL SOCIETY
SLOAT BLVD THE GREAT HIGHWAYSAN FRANCISCOCA94132PCGENERAL CHARITY$10,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107PCGENERAL CHARITY$250,000
MEM SLOAN KETTERING DIRT'S FUND MSK 64
1275 YORK AVENEW YORKNY10065PCGENERAL CHARITY$10,000
SALVATION ARMY
3550 CESAR CHAVEZSAN FRANCISCOCA94110PCGENERAL CHARITY$10,000
GERALD HUFF FUND FOR HUMANITY
170 PACIFIC AVENUE 34SAN FRANCISCOCA94111PCGENERAL CHARITY$100,000
FINE ARTS MUSEUMS OF SAN FRANCISCO
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118PCGENERAL CHARITY$5,000
GLIDE FOUNDATION
330 ELLIS STREETSAN FRANCISCOCA94102PCGENERAL CHARITY$25,000
COVID-19 FUND AT SWEET RELIEF
2354 GARDEN ROADMONTEREYCA93940PCGENERAL CHARITY$5,000
CHRONICLE SEASON OF SHARING
901 MISSION STREET 2ND FLOORSAN FRANCISCOCA94103PCGENERAL CHARITY$500,000
COACHING CORPS
310 8TH STREETOAKLANDCA94607PCGENERAL CHARITY$5,000
AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA
555 WEST 5TH STREET 35TH FLOORLOS ANGELESCA90013PCGENERAL CHARITY$5,000
BIPARTISAN POLICY CENTER
1225 EYE STREET NW SUITE 1000WASHINGTONDC20005PCGENERAL CHARITY$250,000
CATHEDRAL SCHOOL FOR BOYS
1275 SACRAMENTO STSAN FRANCISCOCA94108PCGENERAL CHARITY$500,000
ENVIRONMENTAL DEFENSE FUND
123 MISSION STMISSION STCA94105PCGENERAL CHARITY$250,000
ENVIRONMENTAL DEFENSE FUND
123 MISSION STMISSION STCA94105PCGENERAL CHARITY$1,200,000
THATCHER SCHOOL
5025 THACHER RDOJAICA93023PCGENERAL CHARITY$200,000
PLOUGHSHARES FUND
315 BAY ST SUITE 400SAN FRANCISCOCA94133PCGENERAL CHARITY$100,000
SUCCESS ACADEMY CHARTER SCHOOLS
2101 35TH AVEOAKLANDCA94601PCGENERAL CHARITY$250,000
WILLIAMS COLLEGE
880 MAIN STWILLIAMSTOWNMA01267PCGENERAL CHARITY$500,000
LELAND STANFORD JUNIOR UNIVERSITY
450 SERRA MALLSTANFORDCA94305PCGENERAL CHARITY$1,000,000
LELAND STANFORD JUNIOR UNIVERSITY
450 SERRA MALLSTANFORDCA94305PCGENERAL CHARITY$100,000
BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS RDSAUSALITOCA94965PCGENERAL CHARITY$5,000
NARAL PRO-CHOCE AMERICA FOUNDATION (C3)
1725 EYE STREET NW SUITE 900WASHINGTONDC20006PCGENERAL CHARITY$10,000
UCSF FOUNDATION
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$500,000
VARIOUS IN-KIND GIFTS
220 MONTGOMERY STREETSAN FRANCISCOCA94143PCGENERAL CHARITY$2,529
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,045,029TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$98ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$109,198ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,000ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$48,877,208ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$49,001,504ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,001,504TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
13ALL INCOME IS USED IN THE OPERATIONS OF THE ORGANIZATION AND
13EXCLUSIVELY TOWARD ITS EXEMPT PURPOSE.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$33,000Amt
Net Investment Income$16,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$16,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS CORPORATE STOCKStockNm
EOY Book Value$77,416,316EOYBookValueAmt
EOYFMV$68,807,134EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX DIFFERENCE$7,920,000
PRIOR PERIOD ADJUSTMENT$8,145

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$2,904$1,452$0$1,452
FEES & LICENSES$213$107$0$107

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCANCELLED CHECKS FOR DONATIONS MADE IN 2019Desc
Revenue And Expenses Per Books$15,000RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$15,000AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$60,000Amt
Net Investment Income$30,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$30,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$160,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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