THE GROVE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE GROVE FOUNDATION (EIN 77-0108124)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-12
- IRS object ID
- 202512249349100721
- Schema version
- 2023v6.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2025-08-12T16:09:48-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 N 1ST ST STE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770108124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GROVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROV | BusinessNameControlTxt |
| Phone | 6504644336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1667 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231667 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE DOROSIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6504644336 | PhoneNum |
| Signature | 2025-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,147,275 | 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 | $20,077,865 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,601,431 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,463,663 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $286,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $503,935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,900,712 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,709,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,097,464 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $48,704 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,866,315 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,113,766 | 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 | $7,014 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,014 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $321,841 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $328,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,112 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,308 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,308 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114,618 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114,618 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $564,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $334,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $230,772 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,589,578 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,425,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,154,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $334,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,656,172 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,711,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,778,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,972,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,256,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,256,944 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $32,403,480 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $28,343,515 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $28,343,515 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,701,543 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,765,444 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,179,212 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,179,212 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,121,340 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,768,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,968,318 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,195,848 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,399,286 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,399,286 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $96,159,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,947,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,147,275 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $894 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $832 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,805,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,063,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,805,894 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,063,832 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $94,353,886 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $100,883,284 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,353,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $100,883,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,159,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,947,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,353,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,711,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $817,642 | OtherIncreasesAmt |
| Subtotal | $100,883,284 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $100,883,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PASSTHROUGH CAPITAL GAIN | P | 2023-09-30 | 2024-09-30 | $279,381 | $279,381 | $279,381 | |
| PUBLICLY TRADED SECURITIES | P | $16,430,430 | $3,818,083 | $3,818,083 | $12,612,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,097,464 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $94,227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $94,227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $94,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,828 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $54,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $116,828 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,601 | OverpaymentAmt |
| Applied To ES Tax | $22,601 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GROVEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LESLIE DOROSIN | IndividualWithBooksNm |
| Phone | 6504644336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1667 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231667 | 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 | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN GROVE | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | BOARD CHAIR | 8.00 | $0 | $0 | $0 |
| LESLIE DOROSIN | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | TREASURER/CFO | 15.00 | $0 | $0 | $0 |
| BLANCH VANCE | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | SECRETARY | 20.00 | $0 | $0 | $0 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CANDIDE GROUP | |||||
| 1721 BROADWAY STE 201 | OAKLAND | CA | 94612 | INVESTMENT CONSULTING | $66,740 |
| TRILLIUM ASSET MANAGEMENT | |||||
| 1 CONGRESS STREET SUITE 3101 | BOSTON | MA | 02114 | ASSET MANAGEMENT | $61,387 |
| BRECKINRIDGE CAPITAL ADVISORS INC | |||||
| 125 HIGH STREET SUITE 431 | BOSTON | MA | 02110 | ASSET MANAGEMENT | $56,166 |
| 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 | $48,442,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,801,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,968,318 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,211,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,211,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,278,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,933,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,196,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,196,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $94,227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $94,227 | TotalTaxAmt |
| Distributable Before Adj | $4,102,450 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,180,138 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,282,588 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,282,588 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,656,172 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,656,172 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,282,588 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,456,111 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,854,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,061,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,697,673 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,151,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,221,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,656,172 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,282,588 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,373,584 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,594,988 | 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 | $13,456,111 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $79,138,877 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,854,351 | ExcessFromYear4Amt |
| Excess From Year3 | $15,061,374 | ExcessFromYear3Amt |
| Excess From Year2 | $17,697,673 | ExcessFromYear2Amt |
| Excess From Year1 | $14,151,895 | ExcessFromYear1Amt |
| Excess From Current Year | $14,373,584 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABODE SERVICES | ||||||||
| 1156 NORTH 4TH STREET | SAN JOSE | CA | 95112 | N/A | PC | HOUSING PROGRAM FOR FARMWORKERS IN HALF MOON BAY | $100,000 | |
| ABORTION FREEDOM PARTNERSHIP | ||||||||
| 14435 C BIG BASIN WAY SUITE 106 | SARATOGA | CA | 95070 | N/A | PC | REPROCARE HEALTHLINE | $60,000 | |
| ACCESS REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 3609 | OAKLAND | CA | 946090609 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| ACT FOR WOMEN AND GIRLS | ||||||||
| PO BOX 536 | VISALIA | CA | 932790536 | N/A | PC | GENERAL SUPPORT | $105,000 | |
| ACTIVATE 48 EDUCATION FUND | ||||||||
| 5716 N 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| ADVOCATES FOR YOUTH | ||||||||
| 1325 G STREET NW SUITE 980 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT, FOSE, WORKING TO INSTITUTIONALIZE SEX EDUCATION (WISE) | $780,000 | |
| AL OTRO LADO | ||||||||
| 511 E SAN YSIDRO BOULEVARD SUITE | SAN YSIDRO | CA | 92173 | N/A | PC | GENERAL SUPPORT | $55,000 | 333 |
| ALAMEDA HEALTH SYSTEM FOUNDATION | ||||||||
| 350 FRANK H OGAWA PLAZA SUITE 900 | OAKLAND | CA | 94612 | N/A | PC | BELOVEDBIRTH BLACK CENTERING | $100,000 | |
| ALIENTO EDUCATION FUND | ||||||||
| 4747 N 32ND STREET | PHOENIX | AZ | 85018 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| AMALGAMATED FOUNDATION | ||||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | N/A | PC | BOARD AND STAFF DISCRETIONARY FUND | $652,000 | |
| AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES | ||||||||
| 2020 PENNSYLVANIA AVENUE MAILBOX | WASHINGTON | DC | 20006 | N/A | PC | REV UP PROGRAM | $80,000 | 263 |
| AMERICAN BUSINESS IMMIGRATION COALITION | ||||||||
| 1805 S ASHLAND AVE | CHICAGO | IL | 60608 | N/A | PC | GENERAL SUPPORT | $52,000 | |
| APIARY FOR PRACTICAL SUPPORT | ||||||||
| 99 WALL STREET SUITE 1279 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $220,000 | |
| ARIZONA CENTER FOR EMPOWERMENT | ||||||||
| 5710 NORTH 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | WOMEN'S COLLECTIVE | $75,000 | |
| ASIAN LAW CAUCUS | ||||||||
| 55 COLUMBUS AVENUE | SAN FRANCISCO | CA | 941112101 | N/A | PC | GENERAL SUPPORT | $230,000 | |
| ASYLUM SEEKER ADVOCACY PROJECT INC | ||||||||
| 228 PARK AVENUE S SUITE 84810 | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT | $70,000 | |
| BISC FOUNDATION | ||||||||
| 1319 F ST NW STE 301 238 | WASHINGTON | DC | 20004 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| BLACK PHOENIX ORGANIZING COLLECTIVE | ||||||||
| 3101 N CENTRAL AVENUE SUITE 610 | PHOENIX | AZ | 85012 | N/A | PC | GENERAL SUPPORT | $65,000 | |
| BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE | ||||||||
| 3645 MARKETPLACE BLVD SUITE 130-209 | EAST POINT | GA | 30344 | N/A | PC | GENERAL SUPPORT | $340,000 | |
| BLACK WOMEN FOR WELLNESS | ||||||||
| PO BOX 292516 | LOS ANGELES | CA | 900297516 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| BOLD | ||||||||
| 1330 NE 132ND STREET | NORTH MIAMI | FL | 33161 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| CABRILLO COLLEGE FOUNDATION | ||||||||
| THE SESNON HOUSE 6500 SOQUEL DRIVE | APTOS | CA | 950033119 | N/A | PC | CABRILLO COLLEGE CAREER TECHNICAL EDUCATION HIGH ACHIEVER SCHOLARSHIP | $100,000 | |
| CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE | ||||||||
| 1999 HARRISON STREET | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $300,000 | |
| CALIFORNIA IMMIGRANT POLICY CENTER | ||||||||
| 634 S SPRING STREET SUITE 600A | LOS ANGELES | CA | 900143906 | N/A | PC | GENERAL SUPPORT | $110,000 | |
| CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 861766 | LOS ANGELES | CA | 90086 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| CAPACITY SHOP | ||||||||
| 850 LAUREL STREET | ALAMEDA | CA | 94501 | N/A | PC | GENERAL SUPPORT, ARIZONA EMPOWER & PROTECT PROGRAM | $105,000 | |
| CARDEA | ||||||||
| 614 GRAND AVENUE SUITE 400 | OAKLAND | CA | 946103562 | N/A | PC | WISE | $250,000 | |
| CASA | ||||||||
| 8151 15TH AVENUE | HYATTSVILLE | MD | 20783 | N/A | PC | TPS ACTION FUNDING COLLABORATIVE | $60,000 | |
| CATCHAFIRE FOUNDATION | ||||||||
| 885 MISSION STREET SUITE D2 | SAN FRANCISCO | CA | 94103 | N/A | PC | CATCHAFIRE COHORT AND CATCHAFIRE CIVIC ENGAGEMENT EFFORTS | $157,000 | |
| CENTER FOR CIVIC POLICY | ||||||||
| PO BOX 27616 | ALBUQUERQUE | NM | 871257616 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| CENTRAL VALLEY IMMIGRANT INTEGRATION COLLABORATIVE | ||||||||
| 5014 E UNIVERSITY AVENUE SUITE 101 | FRESNO | CA | 93727 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| CHICAGO VOLUNTEER DOULAS | ||||||||
| PO BOX 5851 | CHICAGO | IL | 60680 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CHINESE PROGRESSIVE ASSOCIATION | ||||||||
| 436 14TH STREET | OAKLAND | CA | 94612 | N/A | PC | BLACK FUTURE'S LAB | $50,000 | |
| CLIMATE RESILIENT COMMUNITIES | ||||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| COASTSIDE HOPE | ||||||||
| PO BOX 1089 | EL GRANADA | CA | 940181089 | N/A | PC | GENERAL SUPPORT | $320,000 | |
| COMMON CAUSE GEORGIA EDUCATION FUND | ||||||||
| 250 GEORGIA AVE SE SUITE 202 | ATLANTA | GA | 30312 | N/A | PC | GEORGIA OPERATIONS | $50,000 | |
| COMMON COUNSEL FOUNDATION | ||||||||
| 1624 FRANKLIN STREET SUITE 1022 | OAKLAND | CA | 94612 | N/A | PC | HIVE FUND | $50,000 | |
| COMMON DEFENSE EDUCATION FUND | ||||||||
| 251 W 30TH STREET | NEW YORK | NY | 10001 | N/A | PC | FOR THE ARIZONA OPERATIONS | $100,000 | |
| COMMUNITY INITIATIVES | ||||||||
| PO BOX 411512 | SAN FRANCISCO | CA | 94141 | N/A | PC | IMMIGRANTS RISING | $270,000 | |
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC | ||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $250,000 | |
| COMUNIDADES INDIGENAS EN LIDERAZGO CORP | ||||||||
| 4318 S MAIN STREET | LOS ANGELES | CA | 90037 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | ||||||||
| PO BOX 5090 | SAN MATEO | CA | 94403 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| DC ABORTION FUND | ||||||||
| PO BOX 65061 | WASHINGTON | DC | 20035 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| DISABILITY LAW UNITED | ||||||||
| 1245 E COLFAX AVENUE SUITE 400 | DENVER | CO | 80218 | N/A | PC | GENERAL SUPPORT | $95,000 | |
| EYES OPEN IOWA | ||||||||
| 4000 WESTOWN PARKWAY SUITE 204 | WEST DES MOINES | IA | 50266 | N/A | PC | GENERAL SUPPORT AND WISE | $175,000 | |
| FAITH IN ACTION BAY AREA | ||||||||
| 1336 ARROYO AVE | SAN CARLOS | CA | 940703913 | N/A | PC | VOTER ENGAGEMENT EFFORTS IN SAN MATEO COUNTY | $25,000 | |
| FORWARD TOGETHER | ||||||||
| 300 FRANK H OGAWA PLAZA SUITE 700 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $250,000 | |
| FUERTE ART COLLECTIVE | ||||||||
| 110 NORTH 9TH AVENUE SUITE 912 | PHOENIX | AZ | 85007 | N/A | PC | GENERAL SUPPORT | $65,000 | |
| FUNDERS FOR REPRODUCTIVE EQUITY INC | ||||||||
| PO BOX 750 | ROCKVILLE | MD | 208480750 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL | ||||||||
| 1849 THE EXCHANGE SE SUITE 200 | ATLANTA | GA | 30339 | N/A | PC | WISE | $145,000 | |
| GEORGIA COALITION FOR THE PEOPLES AGENDA | ||||||||
| 501 PULLIAM STREET SUITE 410 | ATLANTA | GA | 30312 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||
| PO BOX 2178 | PETALUMA | CA | 949532178 | N/A | PC | GENERAL SUPPORT AND CA IMMIGRANT INFRASTRUCTURE & INNOVATION FUND | $175,000 | |
| GREATER BIRMINGHAM MINISTRIES | ||||||||
| 2304 12TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | N/A | PC | GENERAL SUPPORT | $140,000 | |
| GROUNDSWELL FUND | ||||||||
| 436 14TH STREET STE 723 | OAKLAND | CA | 946122709 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| HIAS | ||||||||
| 1300 SPRING ST STE 500 | SILVER SPRING | MD | 209103634 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| HIP HOUSING DEVELOPMENT CORPORATION | ||||||||
| 364 S RAILROAD AVENUE | SAN MATEO | CA | 944014024 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY | ||||||||
| 2905 S EL CAMINO REAL | SAN MATEO | CA | 944032730 | N/A | PC | MILBRAE HOUSING WORK | $100,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 121 W 36TH STREET PMB 520 | NEW YORK | NY | 10018 | N/A | PC | REFUGEE SUPPORT | $85,000 | |
| IFWHENHOW | ||||||||
| 1730 FRANKLIN STREET SUITE 212 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $300,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 941032473 | N/A | PC | GENERAL SUPPORT AND NEW AMERICANS CAMPAIGN | $645,000 | |
| IMMIGRATION INSTITUTE OF THE BAY AREA | ||||||||
| 2600 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | N/A | PC | GENERAL SUPPORT | $210,000 | |
| INLAND COALITION FOR IMMIGRANT JUSTICE | ||||||||
| 2441 N SIERRA WAY | SAN BERNARDINO | CA | 92405 | N/A | PC | IMMIGRANT COALITION | $20,000 | |
| INSTITUTE FOR A PROGRESSIVE NEVADA | ||||||||
| 2657 WINDMILL PARKWAY SUITE 619 | HENDERSON | NV | 890743384 | N/A | PC | ORGANIZATIONAL EFFECTIVENESS | $10,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $85,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 440 GRAND AVENUE SUITE 500 | OAKLAND | CA | 94610 | N/A | PC | GENERAL SUPPORT, NORTHERN CA OPERATIONS CAREER-BASED TRAINING SCHOLARSHIP PROGRAM, PATHWAYS TO CITIZENSHIP, AND GAZA CRISIS RELIEF | $647,500 | |
| JOBTRAIN INC | ||||||||
| 1200 O BRIEN DRIVE | MENLO PARK | CA | 940251413 | N/A | PC | GENERAL SUPPORT | $250,000 | |
| JUSTICE IN MOTION | ||||||||
| PO BOX 160128 | BROOKLYN | NY | 11216 | N/A | PC | GENERAL SUPPORT | $62,500 | |
| LEADING FOR CHANGE INC | ||||||||
| 55 E VERNON AVENUE | PHOENIX | AZ | 85004 | N/A | PC | LEADERS FELLOWSHIP AND GENERAL SUPPORT | $30,000 | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | CHISPA PROGRAM | $350,000 | |
| LEGAL AID SOCIETY OF SAN MATEO CO | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 123 | REDWOOD CITY | CA | 94065 | N/A | PC | LIBRE PROJECT | $170,000 | |
| LIFEMOVES | ||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | N/A | PC | GENERAL SUPPORT AND EXECUTIVE SENIOR LEADERSHIP DEVELOPMENT | $150,000 | |
| MAKE THE ROAD NEVADA | ||||||||
| 4250 E BONANZA ROAD SUITE 14 | LAS VEGAS | NV | 89110 | N/A | PC | NEVADA ENVIRONMENTAL JUSTICE COALITION | $15,000 | |
| MIDWEST ACCESS COALITION | ||||||||
| PO BOX 408363 | CHICAGO | IL | 60640 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| NATIONAL CENTER FOR YOUTH LAW | ||||||||
| 1212 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| NATIONAL IMMIGRATION PROJECT | ||||||||
| 2201 WISCONSIN AVE NW SUITE 200 | WASHINGTON | DC | 20007 | N/A | PC | GENERAL SUPPORT | $70,000 | |
| NATIONAL PARTNERSHIP FOR NEW AMERICANS | ||||||||
| 1818 S PAULINA ST | CHICAGO | IL | 606082719 | N/A | PC | NATIONAL IMMIGRANT INCLUSION CONFERENCE | $15,000 | |
| NATIONAL URBAN INDIAN FAMILY COALITION | ||||||||
| 4000 AURORA AVENUE N SUITE 102 | SEATTLE | WA | 98103 | N/A | PC | CIVIC ENGAGEMENT EFFORTS IN ARIZONA, NEVADA, AND NEW MEXICO | $170,000 | |
| NATIVE AMERICAN RIGHTS FUND | ||||||||
| 1506 BROADWAY | BOULDER | CO | 80302 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | N/A | PC | BLACK MIGRANT POWER FUND, ELEVATOR SPEECH TRAINING, FOUR FREEDOMS FUND, LIBERATING ABORTION FUND, PATIENT FORWARD, SILVER STATE VOICES, STATE INFRASTRUCTURE FUND, STATES AT THE CENTER | $1,171,400 | FLOOR |
| NEW AMERICAN LEADERS | ||||||||
| 530 7TH AVE FL M1 | NEW YORK | NY | 10018 | N/A | PC | ARIZONA, NEVADA AND CALIFORNIA OPERATIONS | $200,000 | |
| NEW MEXICO BLACK LEADERSHIP COUNCIL | ||||||||
| 1258 ORTIZ SE 304 | ALBUQUERQUE | NM | 87108 | N/A | PC | THE NEW MEXICO BLACK VOTERS COLLABORATIVE | $80,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | CENSUS EQUITY INITIATIVE PROJECT AND FAIR REPRESENTATION IN REDISTRICTING INITIATIVE | $250,000 | 300 |
| NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA | ||||||||
| 49 STEVENSON SUITE 500 | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL SUPPORT | $80,000 | |
| NORTH MAIN STREET FUND | ||||||||
| 114 NORTH MAIN STREET SUITE 203 | CONCORD | NH | 03301 | N/A | PC | SOMOS VOTANTES | $75,000 | |
| NUESTRA CASA DE EAST PALO ALTO | ||||||||
| 2396 UNIVERSITY AVENUE | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| ONE ARIZONA | ||||||||
| 345 E PALM LANE | PHOENIX | AZ | 85004 | N/A | PC | GENERAL SUPPORT, ARIZONA ASIAN AMERICAN NATIVE HAWAIIAN AND PACIFIC ISLANDER FOR EQUITY COALITION, ARIZONA DEMOCRACY RESOURCE CENTER, AND WINGBEAT 88 | $490,000 | |
| ONE EAST PALO ALTO | ||||||||
| 903 WEEKS STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| ONEJUSTICE | ||||||||
| 433 CALIFORNIA STREET SUITE 815 | SAN FRANCISCO | CA | 941042012 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| PANGEA LEGAL SERVICES | ||||||||
| 391 SUTTER ST SUITE 500 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL SUPPORT | $63,000 | |
| PEAK GRANTMAKING | ||||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| PENINSULA CONFLICT RESOLUTION CENTER | ||||||||
| 1670 S AMPHLETT BOULEVARD SUITE 115 | SAN MATEO | CA | 94402 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| PENINSULA FAMILY SERVICE | ||||||||
| 24 SECOND AVENUE | SAN MATEO | CA | 944013828 | N/A | PC | GENERAL SUPPORT | $80,000 | |
| PLANNED PARENTHOOD MAR MONTE INC | ||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 951262203 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| POWER COALITION FOR EQUITY & JUSTICE | ||||||||
| 4930 WASHINGTON AVENUE | NEW ORLEANS | LA | 70125 | N/A | PC | GENERAL SUPPORT | $235,000 | |
| PREGNANCY JUSTICE | ||||||||
| 575 8TH AVE SUITE 700 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| PROGEORGIA | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| PROGRESSIVE LEADERSHIP ALLIANCE OF NEVADA | ||||||||
| 2330 PASEO DEL PRADO SUITE C109 | LAS VEGAS | NV | 89102 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| PROGRESSNOW AZ INSTITUTE | ||||||||
| 345 E PALM LN | PHOENIX | AZ | 85004 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| PUENTE DE LA COSTA SUR | ||||||||
| PO BOX 554 | PESCADERO | CA | 940600554 | N/A | PC | GENERAL SUPPORT AND CAPITAL CAMPAIGN | $320,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 940260396 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| RAVENSWOOD FAMILY HEALTH CENTER | ||||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 943031611 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| REDWOOD CITY ELEMENTARY | ||||||||
| 750 BRADFORD STREET | REDWOOD CITY | CA | 940631727 | N/A | GOV | REDWOOD CITY COMMUNITY SCHOOLS | $150,000 | |
| RUTGERS UNIVERSITY | ||||||||
| 57 US HIGHWAY 1 | NEW BRUNSWICK | NJ | 089018554 | N/A | PC | ANSWER, RUTGERS UNIVERSITY | $100,000 | |
| SAMARITAN HOUSE | ||||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 W EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 940401498 | N/A | PC | CALIFORNIA BLACK FREEDOM FUND AND SAN MATEO COUNTY EQUITY WORK | $200,000 | |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 4991 E MCKINLEY AVENUE SUITE 109 | FRESNO | CA | 93727 | N/A | PC | CENTRAL VALLEY AIR QUALITY COALITION | $100,000 | |
| SOCIAL GOOD FUND (IMMIGRANT DEFENSE ADVOCATES) | ||||||||
| 1215 39TH STREET | SACRAMENTO | CA | 95816 | N/A | PC | IMMIGRANT DEFENSE ADVOCATES | $65,000 | |
| SOCIAL GOOD FUND (UNITED STATELESS) | ||||||||
| 3 N COLUMBUS BLVD 224 | PHILADELPHIA | PA | 19106 | N/A | PC | UNITED STATELESS | $60,000 | |
| SOMOS UN PUEBLO UNIDO | ||||||||
| 1804 ESPINACITAS ST | SANTA FE | NM | 87505 | N/A | PC | NEW MEXICO ORGANIZING COLLABORATIVE | $225,000 | |
| SOUTHERN POVERTY LAW CENTER INC | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 361010548 | N/A | PC | IMMIGRANT RIGHTS | $50,000 | |
| STARVISTA | ||||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 940703070 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| STATE VOICES | ||||||||
| 1616 P STREET NW SUITE 220 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| TAHIRIH JUSTICE CENTER | ||||||||
| 6402 ARLINGTON BOULEVARD SUITE 300 | FALLS CHURCH | VA | 220422333 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| TEEN HEALTH MISSISSIPPI | ||||||||
| 125 SOUTH CONGRESS STREET SUITE | JACKSON | MI | 392013301 | N/A | PC | WISE | $80,000 | 1510 |
| TEWA WOMEN UNITED | ||||||||
| PO BOX 397 | SANTA CRUZ | NM | 875670397 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| THE FOUNDATION FOR CITY COLLEGE | ||||||||
| 160 CONVENT AVENUE SHEPARD 154 | NEW YORK | NY | 10031 | N/A | PC | ACRIVOS FELLOWSHIP, A.X. SCHMIDT SCHOLARSHIPS | $150,000 | |
| THE ORDINARY PEOPLE SOCIETY INC | ||||||||
| 403 WEST POWELL STREET | DOTHAN | AL | 36303 | N/A | PC | GENERAL SUPPORT | $65,000 | |
| THRIVE ALLIANCE | ||||||||
| REDWOOD SHORES 330 TWIN DOLPHIN | REDWOOD CITY | CA | 94065 | N/A | PC | NONPROFIT RACIAL JUSTICE SUMMIT | $10,000 | DRIVE SUITE 155 |
| TIDES CENTER | ||||||||
| 5470 W SPRUCE AVE ST 103 | FRESNO | CA | 93727 | N/A | PC | MOVE THE VALLEY | $150,000 | |
| TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | N/A | PC | AZ OPERATIONS OF PODER LATINX COLLECTIVE FUND, ADVANCE NATIVE POLITICAL LEADERSHIP, ADVANCE NATIVE POLITICAL LEADERSHIP EDUCATION FUNDS 2024 NATIVE POWER BUILDING SUMMIT AND THE MAKE IT WORK EDUCATION FUND | $215,000 | |
| TO NIZHONI ANI | ||||||||
| PO BOX 657 | KYKOTSMOVI | AZ | 860390657 | N/A | PC | GENERAL SUPPORT | $270,000 | |
| TRAILHEAD INSTITUTE | ||||||||
| 999 BROADWAY SUITE 600 | DENVER | CO | 80202 | N/A | PC | WISE | $160,000 | |
| TRANS QUEER PUEBLO | ||||||||
| 1726 E ROOSEVELT STREET | PHOENIX | AZ | 85006 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| UNITED WE DREAM NETWORK INC | ||||||||
| 1900 L ST NW STE 900 | WASHINGTON | DC | 200365005 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | CENTER FOR GENDER & REFUGEE STUDIES | $90,000 | |
| WEST FUND | ||||||||
| PO BOX 920088 | EL PASO | TX | 79902 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| WILD WEST ACCESS FUND OF NEVADA | ||||||||
| 561 KEYSTONE AVENUE SUITE 398 | RENO | NV | 89503 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WOMEN ENGAGED | ||||||||
| 352 UNIVERSITY AVENUE SW SUITE | ATLANTA | GA | 30310 | N/A | PC | GENERAL SUPPORT | $100,000 | N-120 |
| WOMEN'S REFUGEE COMMISSION | ||||||||
| 15 W 37TH STREET NINTH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $85,000 | |
| WORKMONEY FOUNDATION INC | ||||||||
| 790 N MILWAUKEE STREET SUITE 300 | MILWAUKEE | WI | 53202 | N/A | PC | PROJECT LA COSECHA IN ARIZONA AND NEVADA | $50,000 | |
| YES IN MY BACK YARD | ||||||||
| 1260 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| YOUTH UNITED FOR COMMUNITY ACTION | ||||||||
| 2135 CLARKE AVENUE | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,425,400 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASYLUM SEEKER ADVOCACY PROJECT INC | |||||||
| 228 PARK AVENUE S SUITE 84810 | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT | $70,000 |
| CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE | |||||||
| 1999 HARRISON STREET | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $300,000 |
| CALIFORNIA IMMIGRANT POLICY CENTER | |||||||
| 634 S SPRING STREET SUITE 600A | LOS ANGELES | CA | 900143906 | N/A | PC | GENERAL SUPPORT | $110,000 |
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC | |||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $120,000 |
| COMUNIDADES INDIGENAS EN LIDERAZGO CORP | |||||||
| 4318 S MAIN STREET | LOS ANGELES | CA | 90037 | N/A | PC | GENERAL SUPPORT | $60,000 |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | |||||||
| PO BOX 2178 | PETALUMA | CA | 949532178 | N/A | PC | CALIFORNIA IMMIGRANT JUSTICE INFRASTRUCTURE & INNOVATION FUND | $240,000 |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | |||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $85,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 440 GRAND AVENUE SUITE 500 | OAKLAND | CA | 94610 | N/A | PC | GENERAL SUPPORT, PATHWAYS TO CITIZENSHIP AND STATUS | $400,000 |
| LEGAL AID SOCIETY OF SAN MATEO CO | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 123 | REDWOOD CITY | CA | 94065 | N/A | PC | LIBRE PROJECT | $170,000 |
| NATIONAL CENTER FOR YOUTH LAW | |||||||
| 1212 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $60,000 |
| NATIONAL IMMIGRATION PROJECT | |||||||
| 2201 WISCONSIN AVE NW SUITE 200 | WASHINGTON | DC | 20007 | N/A | PC | GENERAL SUPPORT | $70,000 |
| ONEJUSTICE | |||||||
| 433 CALIFORNIA STREET SUITE 815 | SAN FRANCISCO | CA | 941042012 | N/A | PC | GENERAL SUPPORT | $100,000 |
| PANGEA LEGAL SERVICES | |||||||
| 391 SUTTER ST SUITE 500 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL SUPPORT | $63,000 |
| REDWOOD CITY ELEMENTARY | |||||||
| 750 BRADFORD STREET | REDWOOD CITY | CA | 940631727 | N/A | GOV | REDWOOD CITY COMMUNITY SCHOOLS | $150,000 |
| SOCIAL GOOD FUND (IMMIGRANT DEFENSE ADVOCATES) | |||||||
| 1215 39TH STREET | SACRAMENTO | CA | 95816 | N/A | PC | IMMIGRANT DEFENSE ADVOCATES | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,063,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,601,431 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,307 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,900,712 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,788,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,788,450 | 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 | Yes (1) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| GROVE ACTION FUND | ||
| 1b(6) | $1,086,666 | GROVE ACTION FUND PROVIDES THE FOUNDATION PROFESSIONAL SERVICES, INCLUDING ACCOUNTING, INVESTMENT ADVICE, CONSULTING, INFORMATION TECHNOLOGY, OFFICE MANAGEMENT AND HUMAN RESOURCES, AT NO COST TO THE FOUNDATION. |
| GROVE ACTION FUND | ||
| 1c | $338,885 | GROVE ACTION FUND PROVIDES THE FOUNDATION ACCESS TO THE FUND'S OFFICE SPACE AND OFFICE EQUIPMENT AT NO COST TO THE FOUNDATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROVE ACTION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(4) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANDREW A GROVE AND EVA KASTEN GROVE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1667 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,077,527 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 679 SHARES A, 3,089 SHARES AAPL, 208 SHARES ADBE, 455 SHARES ADI, 325 SHARES AMP, 2,410 SHARES BALL, | NoncashPropertyDesc |
| Fair Market Value | $7,328,538 | FairMarketValueAmt |
| Received | 2024-06-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $43,200 | Amt |
| Net Investment Income | $6,480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,720 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (13 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| ECOTRUST FOREST LLC | ||||||||||
| 721 NW NINTH AVENUE SUITE 230 | PORTLAND | OR | 97209 | 2019-10-29 | $1,500,000 | LOAN MADE AT BELOW-MARKET INTEREST RATE TO SUPPORT CONSERVATION-BASED FOREST MANAGEMENT STRATEGIES WITH A KEY AIM BEING TO MITIGATE CLIMATE CHANGE. | $1,500,000 | NONE | 04/30/20, 05/10/21, 5/2/22, 4/18/23, 8/15/23, 2/20/24, 6/7/24, 7/22/24, 8/15 | |
| MISSION DRIVEN FINANCE LLC | ||||||||||
| 2245 SAN DIEGO AVENUE 121 | SAN DIEGO | CA | 92110 | 2020-07-31 | $150,000 | LOAN MADE AT BELOW-MARKET INTEREST RATE TO PROVIDE RAPID AND CRITICAL FINANCING TO POST BONDS TO FREE IMMIGRANTS WHO ARE IN IMMIGRATION DETENTION. | $150,000 | NONE | 02/12/2021,3/2/2022,5/31/2022,8/30/2022, 3/21/2023, 9/11/2023, 11/30/2023, 1 | |
| CALIFORNIA REBUILDING FUND - G-SPV | ||||||||||
| 1901 S BASCOM AVE SUITE 105 | CAMPBELL | CA | 95008 | 2020-12-15 | $500,000 | THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. | $500,000 | NONE | 07/16/2021, 9/30/2022, 9/30/23, 11/22/2023, 12/5/2023, 6/10/2024, 8/30/2024 | |
| CALIFORNIA REBUILDING FUND - B-SPV | ||||||||||
| 1901 S BASCOM AVE SUITE 105 | CAMPBELL | CA | 95008 | 2022-09-02 | $417,560 | THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. | $417,560 | NONE | 9/30/2023, 11/22/2023, 12/5/2023, 6/10/2024, 8/30/2024 | |
| CALIFORNIA REBUILDING FUND - B-SPV | ||||||||||
| 1901 S BASCOM AVE SUITE 105 | CAMPBELL | CA | 95008 | 2022-09-13 | $274,298 | THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. | $274,298 | NONE | 9/14/2023, 11/22/2023, 12/5/2023, 6/10/2024, 8/30/2024 | |
| SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND CLASS B | ||||||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | 2021-05-24 | $78,462 | THE SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND WAS CREATED BY COMMUNITY LENDERS IN THE SOUTHERN AND SOUTHEASTERN UNITED STATES TO PROVIDE ECONOMIC RECOVERY LOANS AND FREE BUSINESS ASSISTANCE TO SMALL BUSINESSES AND NONPROFITS FACING UNPRECEDENTED HEALTH AND ECONOMIC CHALLENGES. THE LOANS ARE DESIGNED TO REACH BUSINESSES AND NONPROFITS WITH 50 OR FEWER FULL-TIME EQUIVALENT EMPLOYEES AND HISTORICALLY UNDERSERVED BUSINESSES, INCLUDING THOSE IN LOW-INCOME AND RURAL COMMUNITIES AND BUSINESSES OWNED BY WOMEN AND PEOPLE OF COLOR. THROUGH THIS RECOVERY, THESE ORGANIZATIONS ARE CRITICAL TO PROVIDING JOBS AND RESOURCES TO COMMUNITIES ACROSS THE REGION. | $78,462 | NONE | 09/30/2021, 1/11/2022,6/30/23, 9/12/23, 12/14/23, 3/15/2024, 4/29/2024, 6/17 | |
| SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND CLASS B | ||||||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | 2021-10-07 | $421,538 | THE SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND WAS CREATED BY COMMUNITY LENDERS IN THE SOUTHERN AND SOUTHEASTERN UNITED STATES TO PROVIDE ECONOMIC RECOVERY LOANS AND FREE BUSINESS ASSISTANCE TO SMALL BUSINESSES AND NONPROFITS FACING UNPRECEDENTED HEALTH AND ECONOMIC CHALLENGES. THE LOANS ARE DESIGNED TO REACH BUSINESSES AND NONPROFITS WITH 50 OR FEWER FULL-TIME EQUIVALENT EMPLOYEES AND HISTORICALLY UNDERSERVED BUSINESSES, INCLUDING THOSE IN LOW-INCOME AND RURAL COMMUNITIES AND BUSINESSES OWNED BY WOMEN AND PEOPLE OF COLOR. THROUGH THIS RECOVERY, THESE ORGANIZATIONS ARE CRITICAL TO PROVIDING JOBS AND RESOURCES TO COMMUNITIES ACROSS THE REGION. | $421,538 | NONE | 1/11/2022, 6/30/23, 9/12/23, 12/14/23, 4/29/2024, 06/10/2024, 8/30/2024 | |
| NAVAJO POWER | ||||||||||
| 2700 WOODLANDS VILLAGE BLVD SUITE | FLAGSTAFF | AZ | 86001 | 2021-09-30 | $750,000 | FOUNDED IN 2018 AS A MAJORITY NATIVE-OWNED PUBLIC BENEFIT CORPORATION, NAVAJO POWER DEVELOPS UTILITY-SCALE CLEAN ENERGY PROJECTS. ITS PRIMARY FOCUS IN PROJECT DEVELOPMENT IS PRIORITIZING THE NEEDS OF THE TRIBAL COMMUNITIES WHERE IT WORKS, INCLUDING TAKING INTO ACCOUNT TRADITIONAL PRACTICES AND USES OF THE LAND WHEN SITING AND DESIGNING PROJECTS. NAVAJO POWER WORKS PROACTIVELY TO CREATE OPPORTUNITIES FOR TRIBAL MEMBERS TO PARTICIPATE IN THE PROJECT'S FINANCING, DEVELOPMENT, AND OPERATION, BENEFITING DIRECTLY FROM THE JOBS, REVENUE, AND ELECTRICITY THE PROJECTS CREATE. | $750,000 | NONE | 08/13/21, 11/21/21, 3/8/22, 4/11/22, 5/20/22, 3/7/23, 12/13/23, 6/28/24, 9/3 | 300-380 |
| IRC'S CENTER FOR ECONOMIC OPPORTUNITY | ||||||||||
| PO BOX 152188 | SAN DIEGO | CA | 92195 | 2021-11-15 | $500,000 | FORMED BY A PARTNERSHIP BETWEEN THE INTERNATIONAL RESCUE COMMITTEES CENTER FOR ECONOMIC OPPORTUNITY (IRC-CEO) AND THE REFUGEE INVESTMENT NETWORK (RIN), THE SOCIAL IMPACT FUND PROVIDES FINANCIAL ACCESS AND INCLUSION TO HUNDREDS OF IMMIGRANTS AND REFUGEES ACROSS THE UNITED STATES TO HELP NEW AMERICANS ESTABLISH A FINANCIAL FOOTHOLD. FUNDS WILL HELP BORROWERS SOURCE CREDIT-BUILDING, AUTO, EDUCATION, AND ACCESS ENTREPRENEURIAL CAPITAL TO START SMALL BUSINESSES | $500,000 | NONE | 2/16/22, 3/23/22, 5/17/22, 5/23/23, 8/18/23, 1/5/24, 2/16/24, 8/16/24, 9/20/ | |
| PEOPLE'S LAND CAPITAL (DIRT CAPITAL) | ||||||||||
| 1428 FRANKLIN STREET | OAKLAND | CA | 94612 | 2021-12-06 | $250,000 | TO SUPPORT RANCHO CORRALITOS, LLC, WHICH WAS ORGANIZED TO ACQUIRE A 177-ACRE PARCEL OF ORGANIC FARMLAND IN WATSONVILLE, CALIFORNIA, AND TRANSITION OWNERSHIP OF THE PROPERTY OVER TIME TO A GROUP OF FIRST- AND SECOND-GENERATION IMMIGRANT LATINO IMMIGRANT ORGANIC FARMERS AT A REDUCED COST. THIS PROJECT REPRESENTS A UNIQUE OPPORTUNITY TO INCREASE EQUITABLE LAND ACCESS FOR LATINO FARMERS TO HIGH-QUALITY FARMLAND AND PROMOTE LONG-TERM LAND STABILITY IN THE CENTRAL COAST REGION OF CALIFORNIA. | $250,000 | NONE | 6/9/2023, 12/13/2023, 6/18/2024, 12/13/2023, 6/28/2024, 9/30/2024 | |
| INGENUITY POWER | ||||||||||
| 213 S 24TH STREET | PHILADELPHIA | PA | 19103 | 2022-07-14 | $250,000 | THE WORKING POWER IMPACT FUND IS AN INVESTMENT VEHICLE DEDICATED SOLELY TO FOSTERING SCALED DEPLOYMENT OF COMMUNITY-BASED, CLEAN ECONOMY ASSETS THAT CENTER ECONOMIC EMPOWERMENT, LOCAL OWNERSHIP, AND DIRECT COMMUNITY BENEFITS WITHIN ALL ASPECTS OF CONSTRUCTION, OWNERSHIP, AND OPERATIONS. | $250,000 | NONE | 8/15/23, 11/16/23, 2/16/24, 5/13/24, 12/13/2023, 6/28/2024, 9/30/2024 | |
| WORKING POWER IMPACT FUND | ||||||||||
| 213 S 24TH STREET | PHILADELPHIA | PA | 19103 | 2022-07-14 | $500,000 | THE WORKING POWER IMPACT FUND IS AN INVESTMENT VEHICLE DEDICATED SOLELY TO FOSTERING SCALED DEPLOYMENT OF COMMUNITY-BASED, CLEAN ECONOMY ASSETS THAT CENTER ECONOMIC EMPOWERMENT, LOCAL OWNERSHIP, AND DIRECT COMMUNITY BENEFITS WITHIN ALL ASPECTS OF CONSTRUCTION, OWNERSHIP, AND OPERATIONS. | $500,000 | NONE | 8/15/23, 11/16/23, 2/16/24, 5/13/24, 12/13/2023, 6/28/2024, 9/30/2024 | |
| NEXLEGACY | ||||||||||
| 201 TAYLOR ST SUITE E | HUTTO | TX | 78634 | 2023-01-09 | $750,000 | NEXLEGACY IS A CONSTRUCTION COMPANY THAT PROVIDES SERVICES TO COMMUNITIES IN THE DEEP SOUTH IMPACTED BY NATURAL DISASTERS, SPECIALIZING IN RESIDENTIAL AND COMMERCIAL RECONSTRUCTION. MANY OF THE COMMUNITIES AFFECTED BY CLIMATE CHANGE IN THE US ARE PRIMARILY BLACK AND BROWN NEIGHBORHOODS, AND IT IS NEXLEGACY'S MISSION TO BRING THAT REPRESENTATION TO THE RECONSTRUCTION AND RECOVERY EFFORTS IN HISTORICALLY EXTRACTED AREAS. | $750,000 | NONE | 12/13/2023, 6/18/2024, 12/13/2023, 6/28/2024, 9/30/2024 | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALEXANDRIA REAL ESTATE EQUITIES INC | $67,282 | $67,282 |
| ALPHABET INC | $484,946 | $484,946 |
| AMERICAN EXPRESS CO | $150,356 | $150,356 |
| AMERICAN HONDA FINANCE | $158,388 | $158,388 |
| AMERICAN TOWER CORP | $58,822 | $58,822 |
| AMGEN INC | $148,751 | $148,751 |
| ANHEUSER-BUSCH INBEV WORLDWIDE INC | $139,681 | $139,681 |
| AON CORP | $144,304 | $144,304 |
| APPLE INC | $495,162 | $495,162 |
| ASTRAZENECA FINANCE LLC | $149,470 | $149,470 |
| AT&T INC | $155,631 | $155,631 |
| BANK OF AMERICA CORP | $213,234 | $213,234 |
| BANK OF MONTREAL | $243,528 | $243,528 |
| BANK OF NOVA SCOTIA | $232,140 | $232,140 |
| BLACKROCK FUNDING INC | $161,837 | $161,837 |
| BRISTOL-MYERS SQUIBB CO | $98,669 | $98,669 |
| CANADIAN IMPERIAL BANK OF COMMERCE | $162,466 | $162,466 |
| CITIGROUP INC | $659,229 | $659,229 |
| CNH INDUSTRIAL CAPITAL LLC | $81,105 | $81,105 |
| COMCAST CORP | $217,509 | $217,509 |
| DTE ELECTRONIC CO | $159,447 | $159,447 |
| ELEVANCE HEALTH INC | $164,719 | $164,719 |
| EQUINIX INC | $69,723 | $69,723 |
| EUROPEAN INVESTMENT BANK | $1,197,268 | $1,197,268 |
| EVERSOURCE ENERGY | $98,544 | $98,544 |
| EXELON CORP | $69,222 | $69,222 |
| FIFTH THIRD BANCORP | $152,290 | $152,290 |
| GOLDMAN SACHS GROUP INC | $164,289 | $164,289 |
| HOME DEPOT INC | $207,162 | $207,162 |
| HOWARD UNIVERSITY | $36,887 | $36,887 |
| JPMORGAN CHASE & CO FXD | $222,050 | $222,050 |
| LOCAL INITIATIVES SUPPORT CORP | $925,924 | $925,924 |
| LOCKHEED MARTIN CORP | $158,481 | $158,481 |
| LOWE'S COS INC | $154,992 | $154,992 |
| MEDTRONIC GLOBAL HOLDINGS | $161,554 | $161,554 |
| MORGAN STANLEY | $159,512 | $159,512 |
| NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP | $124,544 | $124,544 |
| NEXTERA ENERGY CAPITAL HOLDINGS INC | $119,198 | $119,198 |
| PNC FINANCIAL SERVICES GROUP | $660,067 | $660,067 |
| SEMPRA ENERGY | $146,317 | $146,317 |
| SIMON PROPERTY GROUP LP | $164,070 | $164,070 |
| TRUIST FINANCIAL CORP | $334,087 | $334,087 |
| VERIZON COMMUNICATIONS INC | $145,577 | $145,577 |
| WASTE MANAGEMENT INC | $160,778 | $160,778 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $15,428,124 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15,428,124 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $12,915,391 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $12,915,391 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOSTON COMMON INTERNATIONAL SUSTAINABLE CLIMATE FUND LLC | FMV | $1,056,593 | $1,056,593 |
| LBA REALTY FUND I, INC. | FMV | $50,620 | $50,620 |
| LBA REALTY FUND II, INC. | FMV | $55,613 | $55,613 |
| LBA REALTY FUND IV, LP | FMV | $61,635 | $61,635 |
| LEGACY VENTURE V (QP), LLC | AT COST | $699,882 | $907,651 |
| LEGACY VENTURE VI (QP), LLC | AT COST | $607,836 | $3,267,344 |
| MICROVEST | FMV | $748,106 | $748,106 |
| MONTAGE CAPITAL II, L.P. | AT COST | $487,874 | $645,726 |
| VENTURE LENDING AND LEASING VII, LLC | AT COST | $0 | $175,030 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,014 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,014 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (21 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLOOMLIFE INC NOTE | $250,000 | $362,537 | $362,537 |
| ECOTRUST FOREST, LLC | $1,200,000 | $1,350,000 | $1,350,000 |
| HOUSING TRUST OF SILICON VALLEY NOTE | $500,000 | $2,000,000 | $2,000,000 |
| MISSION DRIVEN FINANCE, LLC | $116,941 | $90,733 | $90,733 |
| NAVAJO POWER LOAN | $487,500 | $600,000 | $600,000 |
| GENBIOPRO, INC. RECOVERABLE GRANT | $162,298 | $100,752 | $100,752 |
| RURAL COMMUNITY ASSISTANCE CORPORATION NOTE | $450,000 | $0 | $0 |
| POSIGEN | $675,000 | $675,000 | $675,000 |
| SOLAR HOLLER | $112,500 | $112,500 | $112,500 |
| CA REBUILDING FUND | $741,267 | $536,838 | $536,838 |
| SOAR CLASS A | $346,470 | $62,831 | $62,831 |
| SOAR CLASS B | $225,000 | $0 | $0 |
| COOPERATIVE ENERGY FUTURES CEF | $292,500 | $315,000 | $315,000 |
| GRID ALTERNATIVES | $353,872 | $0 | $0 |
| IRC'S CENTER FOR ECONOMIC OPPORTUNITY | $425,000 | $450,000 | $450,000 |
| DIRT CAPITAL | $200,000 | $225,000 | $225,000 |
| PIGEONLY | $200,000 | $200,000 | $200,000 |
| INGENUITY POWER LLC | $175,000 | $175,000 | $175,000 |
| WORKING POWER IMPACT FUND LLC | $400,000 | $375,000 | $375,000 |
| NEXLEGACY | $562,500 | $487,500 | $487,500 |
| MDF SUBORDINATION | $320,000 | $280,595 | $280,595 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $103,927 | $0 | $103,927 |
| SUBSCRIPTIONS | $4,391 | $0 | $4,391 |
| WEB HOSTING | $2,578 | $0 | $2,578 |
| OTHER MISCELLANEOUS | $3,722 | $0 | $3,722 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $48,704 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSSES) ON INVESTMENTS | Desc |
| Amt | $817,642 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $321,841 | Amt |
| Net Investment Income | $328,370 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $56,112 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $62,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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