LISA STONE PRITZKER FAMILY FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LISA STONE PRITZKER FAMILY FUND (EIN 83-3415647)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349104543
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:12:51-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EMBARCADERO CENTER STE 2410 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 | 833415647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA STONE PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O FRANK RIMERMAN CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 4154391144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA STONE PRITZKER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4154391144 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | STONE PRITZKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASMINE D BERJIKLY | PreparerPersonNm |
| PTIN | P00537258 | PTIN |
| Phone | 4154391144 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,346,163 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,934 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,934 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $241,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $324,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,877 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$42,010 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $285,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $423,298 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $273,001 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $136,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $46,506 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $23,253 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $33,121 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,561 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,917 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,130 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,315 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $267,123 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,037 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,571 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,668 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,131 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,386 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $312 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,810 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75,840 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $843,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $284,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,093,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,080,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,937,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,365,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,652,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,984,172 | CashBOYAmt |
| Cash EOY | $3,121,711 | CashEOYAmt |
| Cash EOYFMV | $3,121,711 | CashEOYFMVAmt |
| Grants Receivable BOY | $23,970,935 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $13,970,935 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $13,970,935 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $5,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,000,075 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,472,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,472,991 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,508,712 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,774,566 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,774,566 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,000,960 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,000,960 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,468,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,346,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,346,163 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,759 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $34,142 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,142,595 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,155,595 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,144,354 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,189,737 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,324,540 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $51,156,426 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,324,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,156,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,468,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,346,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,324,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,652,295 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,484,181 | OtherIncreasesAmt |
| Subtotal | $51,156,426 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,156,426 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FARALLON CAPITAL F5 INVESTORS | P | 2019-12-30 | 2020-12-31 | $7,942 | $7,942 | $7,942 | |
| GENERATION GLOBAL EQUITY FUND LLC | P | 2019-12-30 | 2020-12-31 | $159,308 | $159,308 | $159,308 | |
| GENERATION IM ASIA FUND LP | P | 2019-12-30 | 2020-12-31 | -$108,814 | -$108,814 | $108,814 | |
| GENERATION GLOBAL EQUITY FUND LLC | P | 2020-01-01 | 2020-12-31 | $43,012 | $43,012 | $43,012 | |
| GENERATION IM ASIA FUND LP | P | 2020-01-01 | 2020-12-31 | -$4,152 | -$4,152 | $4,152 | |
| PUBLIC EQUITIES | P | 2020-01-01 | 2020-12-31 | $39,581 | $39,581 | $39,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,877 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,870 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,870 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,130 | OverpaymentAmt |
| Applied To ES Tax | $23,130 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LSPFF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA S PRITZKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154391144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LISA S PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| SAMUEL PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | SECRETARY, AUDIT COMMITTEE | 1.00 | $0 | $0 | $0 |
| ABIGAIL PORTH | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | CFO | 40.00 | $273,001 | $33,121 | $162 |
| NOAH PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | DIRECTOR | 0.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARK REISBAUM | |||||
| 3623 22ND STREET | SAN FRANCISCO | CA | 94114 | PHILANTHROPY ADVISOR | $200,000 |
| FRANK RIMERMAN CO LLP | |||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | ACCOUNTING SERVICES | $82,935 |
| 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 | $13,146,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,326,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,172,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,646,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,646,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $534,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,111,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,755,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,755,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,870 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,870 | TotalTaxAmt |
| Distributable Before Adj | $1,751,711 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,751,711 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,751,711 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,365,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,365,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,365,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,751,711 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $546,284 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $546,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,365,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,751,711 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $613,484 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,159,768 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,159,768 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $546,284 | ExcessFromYear1Amt |
| Excess From Current Year | $613,484 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA S PRITZKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIM HIGH | ||||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | N/A | PC | TO SUPPORT MIDDLE SCHOOL STUDENTS IN HIGH-NEED COMMUNITIES WITH A FREE SUMMER LEARNING PROGRAM | $3,000 | |
| ALL CHICAGO | ||||||||
| 651 W WASHINGTON SUITE 504 | CHICAGO | IL | 60661 | N/A | PC | TO SUPPORT THE ALAN STONE LEARNING CENTER AND ALL CHICAGO EVENTS | $81,500 | |
| ALONZO KING LINES BALLET | ||||||||
| 26 SEVENTH STREET 5TH FLOOR | SAN FRANCISCO | CA | 94103 | N/A | PC | TO SUPPORT ARTISTS AND PRESENT PROGRAMS THAT EXEMPLIFY THE COMPANY'S ARTISTIC VISION | $10,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | N/A | PC | TO PROVIDE AID TO VULNERABLE JEWS, CULTIVATE A JEWISH FUTURE, CREATE OPPORTUNITY FOR ALL ISRAELIS, RESCUE JEWS IN DANGER, AND RESPOND TO GLOBAL CRISIS. | $50,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 131 STEUART STREET SUITE 200 | SAN FRANCISCO | CA | 94105 | N/A | PC | TO REALIZE HUMAN RIGHTS AND END POVERTY IN THE DEVELOPING WORLD | $15,000 | |
| AT THE WELLMOISHE HOUSE | ||||||||
| 5007 PROVIDENCE ROAD 111 | CHARLOTTE | NC | 28226 | N/A | PC | TO PROVIDE A VIBRANT JEWISH COMMUNITY FOR YOUNG ADULTS BY SUPPORTING LEADERS IN THEIR 20S | $10,000 | |
| BAY AREA JEWISH HEALING CENTER | ||||||||
| 2530 TARAVAL STREET SUITE 202 | SAN FRANCISCO | CA | 94116 | N/A | PC | TO CARE FOR THOSE LIVING WITH ILLNESS AND TO THOSE CARING FOR THE ILL | $1,500 | |
| BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE | ||||||||
| 330 SEVENTH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | TO UNITE AND MOBILIZE PROGRESSIVE JEWISH VOICES FOR JUSTICE | $25,000 | |
| BERKELEY ART MUSEUM & PACIFIC FILM ARCHIVE (UC REGENTS) | ||||||||
| 2155 CENTER STREET | BERKELEY | CA | 94704 | N/A | PC | TO INSPIRE THE IMAGINATION, IGNITE CRITICAL DIALOGUE, AND ACTIVATE COMMUNITY ENGAGEMENT THROUGH ART, FILM, AND OTHER FORMS OF CREATIVE EXPRESSION. | $2,500 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | TO SUPPORT FRENCH AND UKRAINIAN PARTICIPANTS ON BIRTHRIGHT JOURNEYS AND STIPENDS | $50,000 | |
| CALIBER SCHOOLS | ||||||||
| 3260 BLUME DRIVE 120 | RICHMOND | CA | 94806 | N/A | PC | TO ACHIEVE EDUCATIONAL EQUITY BY SHIFTING THE EXPERIENCES, EXPECTATIONS AND OUTCOMES FOR STUDENTS IN HISTORICALLY UNDERSERVED COMMUNITIES. | $15,000 | |
| CALIFORNIA PACIFIC MEDICAL FOUNDATION | ||||||||
| PO BOX 7999 | SAN FRANCISCO | CA | 94120 | N/A | PC | PROVIDES EXEMPLARY INPATIENT EMERGENCY AND OUTPATIENT SERVICES | $1,500 | |
| CALIFORNIA PARTNERS PROJECT | ||||||||
| ONE LOMBARD STREET STE 303 | SAN FRANCISCO | CA | 94111 | N/A | PC | TO CHAMPION GENDER EQUITY ACROSS THE STATE AND ENSURE OUR STATE'S MEDIA AND TECHNOLOGY INDUSTRIES ARE A FORCE FOR GOOD IN THE LIVES OF ALL CHILDREN. | $50,000 | |
| CARE USA | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | N/A | PC | TO SAVE LIVES, DEFEAT POVERTY, AND ACHIEVE SOCIAL JUSTICE. | $5,000 | |
| CATCHLIGHT | ||||||||
| 1150 25TH STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | TO HELP SUPPORT, FUND, AMPLIFY, CREATE AND GROW VISUAL STORYTELLERS AT ALL LEVELS | $2,500 | |
| CENTER FOR AMERICAN PROGRESS | ||||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | TO IMPROVE THE LIVES OF ALL AMERICANS, THROUGH BOLD, PROGRESSIVE IDEAS, AS WELL AS LEADERSHIP | $50,000 | |
| CENTER FOR YOUTH WELLNESS | ||||||||
| 3450 THIRD STREET BLDG 2 SUITE 201 | SAN FRANCISCO | CA | 941241444 | N/A | PC | TO IMPROVE THE HEALTH OF CHILDREN AND ADOLESCENTS EXPOSED TO ADVERSE CHILDHOOD EXPERIENCES (ACES). | $25,000 | |
| CHILDREN'S COUNCIL OF SAN FRANCISCO | ||||||||
| 445 CHURCH STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | OFFERS VARIETY OF SERVICES TO SUPPORT CHILDREN | $2,500 | |
| CHRONICLE SEASON OF SHARING FUND | ||||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | N/A | PC | TO PROVIDE ASSISTANCE TO STRENGTHEN THE STABILITY OF A FAMIY IN CRISIS | $20,000 | |
| CLINIC BY THE BAY | ||||||||
| 4877 MISSION STREET | SAN FRANCISCO | CA | 94112 | N/A | PC | TO UNDERSTAND AND SERVE, WITH DIGNITY AND RESPECT, THE HEALTH AND WELLNESS NEEDS OF THE MEDICALLY UNDERSERVED IN THE SAN FRANCISCO BAY AREA. | $1,000 | |
| COLLEGE TRACK | ||||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | N/A | PC | A COMPREHENSIVE COLLEGE COMPLETION PROGRAM THAT EQUIPS STUDENTS CONFRONTING SYSTEMIC BARRIERS | $2,500 | |
| COMMON SENSE MEDIA | ||||||||
| 650 TOWNSEND STREET SUITE 435 | SAN FRANCISCO | CA | 94103 | N/A | PC | TO CALL ATTENTION TO THE OUTSIZED INFLUENCE OF MEDIA AND TECH ON KIDS' LIVES AND TO EMPOWER FAMILIES | $2,500 | |
| COMMUNITY DEVELOPMENT FINANCE - OAKLAND TEACHER HOUSING INITIATIVE | ||||||||
| 3411 EAST 12TH STREET SUITE 124 | OAKLAND | CA | 94601 | N/A | PC | TO PROVIDE AFFORDABLE HOUSING OPTIONS FOR TEACHERS AND HELP KEEP EDUCATORS ROOTED IN OAKLAND. | $10,000 | |
| CONGREGATION EMANU EL | ||||||||
| 2 LAKE STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | TO CONNECTING MEMBERS WITH THEIR JUDAISM AND HISTORY AT THE HIGHEST LEVEL AND BRINGING JEWISH VALUES TO LIFE IN MEANINGFUL AND INSPIRING WAYS. | $67,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE SUITE 600 | ARLINGTON | VA | 22202 | N/A | PC | TO EMPOWER SOCIETIES TO RESPONSIBLY AND SUSTAINABLY CARE FOR NATURE, AND GLOBAL BIODIVERSITY | $5,000 | |
| DREAM CORPSCUT 50 | ||||||||
| 436 14TH STREET SUITE 920 | OAKLAND | CA | 94612 | N/A | PC | TO CLOSE PRISON DOORS AND OPENS DOORS OF OPPORTUNITY. WE BRING PEOPLE TOGETHER ACROSS RACIAL, SOCIAL, AND PARTISAN LINES TO CREATE A FUTURE WITH FREEDOM AND DIGNITY FOR ALL. | $20,000 | |
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | ||||||||
| 1801 VICENTE STREET | SAN FRANCISCO | CA | 94116 | N/A | PC | TO AID FAMILIES WHO ARE STRUGGLING WITH MENTAL HEALTH CHALLENGES, ACHIEVE THEIR POTENTIAL | $50,000 | |
| EVERY MOTHER COUNTS | ||||||||
| 180 VARICK STREET ROOM 1116 | NEW YORK | NY | 100145434 | N/A | PC | WORK TO MAKE PREGNANCY AND CHILDBIRTH SAFE FOR EVERYONE, EVERYWHERE | $10,500 | |
| FAMILY HOUSE INC | ||||||||
| 540 MISSION BAY BLVD NORTH | SAN FRANCISCO | CA | 94158 | N/A | PC | FAMILY HOUSE SERVES AS A HOME AWAY FROM HOME FOR FAMILIES OF CHILDREN WITH CANCER | $5,000 | |
| FEED THE FUTURE | ||||||||
| 1300 PENNSYLVANIA AVE | WASHINGTON | DC | 20004 | N/A | PC | TO USE EACH OF OUR UNIQUE SKILLS AND INSIGHTS IN A TARGETED, COORDINATED WAY TO HELP COUNTRIES THAT ARE RIPE FOR TRANSFORMATION CHANGE THE WAY THEIR FOOD SYSTEMS WORK. | $1,000 | |
| FOSTER CARE COUNTS | ||||||||
| 11150 SANTA MONICA BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | N/A | PC | TO IMPROVE THE LIVES OF YOUTH IN FOSTER CARE AND ENSURES THEY THRIVE. | $5,000 | |
| FUTURES WITHOUT VIOLENCE | ||||||||
| 100 MONTGOMERY STREET THE PRESIDIO | SAN FRANCISCO | CA | 94129 | N/A | PC | TO END VIOLENCE AGAINST WOMEN AND CHILDREN AROUND THE WORLD | $55,000 | |
| GLOBAL CITIZEN YEAR | ||||||||
| 1625 CLAY STREET SUITE 400 | OAKLAND | CA | 94612 | N/A | PC | TO TRAIN A NEW GENERATION OF LEADERS WHO SEE THE WHOLE PICTURE, WHO WORK EFFECTIVELY ACROSS LINES OF DIFFERENCE, AND WHO ARE COMMITTED TO MORE THAN SHORT-TERM WINS AND FINANCIAL GAIN. | $50,000 | |
| GREENLIGHT CLINIC | ||||||||
| 1808 WEDEMEYER ST STE B-10 | SAN FRANCISCO | CA | 94129 | N/A | PC | TO PROVIDE FREE AND CONFIDENTIAL MENTAL HEALTH THERAPY FOR YOUNG PEOPLE 14-26 YEARS OLD IN THE SAN FRANCISCO BAY AREA SO THEY MAY DEVELOP SKILLS AND BEHAVIORS TO ATTAIN THEIR PERSONAL GOALS. | $5,000 | |
| HOMELESS PRENATAL PROGRAM | ||||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | IN PARTNERSHIP WITH OUR FAMILIES, BREAK THE CYCLE OF CHILDHOOD POVERTY | $12,500 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 900251030 | N/A | PC | TO IMPROVE THE QUALITY OF LIFE THROUGH HEALTH INTERVENTIONS AND RELATED ACTIVITIES | $10,000 | |
| J THE JEWISH NEWS OF NORTHERN CALIFORNIA | ||||||||
| 2503 CLAY ST | SAN FRANCISCO | CA | 94115 | N/A | PC | TO CONNECT, ENLIGHTEN AND STRENGTHEN THE MULTI-FACETED JEWISH COMMUNITY OF NORTHERN CALIFORNIA | $10,000 | |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | ||||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | TO BRING PEOPLE TOGETHER TO EXPLORE, CONNECT, AND FLOURISH. | $50,000 | |
| JEWISH COMMUNITY HIGH SCHOOL | ||||||||
| 1835 ELLIS ST | SAN FRANCISCO | CA | 94115 | N/A | PC | TO INTEGRATE DEEP LEARNING, UNIVERSAL WISDOM, AND JEWISH VALUES THROUGH EDUCATION | $1,800 | |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | N/A | PC | PURSUING A JUST SOCIETY AND A SECURE JEWISH FUTURE | $80,000 | |
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | N/A | PC | TO SUPPORT AND DEVELOP THE CENTER FOR CHILDREN AND YOUTH | $65,000 | |
| JEWISH FILM INSTITUTE | ||||||||
| 145 NINTH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | N/A | PC | TO INSPIRE COMMUNITIES IN SAN FRANCISCO AND AROUND THE WORLD TO EXPAND THEIR UNDERSTANDING OF JEWISH LIFE THROUGH FILM, MEDIA, AND DIALOGUE. | $25,000 | |
| JEWISH LEARNING WORKS | ||||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | TO ADVANCE JEWISH LEARNING THAT ENRICHES LIVES, AND THAT ENABLES THE LEARNER TO FLOURISH AS A HUMAN | $7,500 | |
| JEWISH UNITED FUND | ||||||||
| BEN GURION WAY 30 S WELLS STREET | CHICAGO | IL | 60606 | N/A | PC | TO PROVIDE ESSENTIAL HEALTH AND HUMAN SERVICES AND VITAL POINTS OF COMMUNITY AND CONNECTION. | $3,600 | |
| JEWISH VOCATIONAL SERVICE | ||||||||
| 225 BUSH STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | N/A | PC | JVS TRANSFORMS LIVES BY HELPING PEOPLE BUILD SKILLS AND FIND WORK TO ACHIEVE SELF-SUFFICIENCY | $10,000 | |
| JUDD FOUNDATION | ||||||||
| 101 SPRING STREET | NEW YORK | NY | 10012 | N/A | PC | TO MAINTAIN AND PRESERVE DONALD JUDD'S PERMANENTLY INSTALLED LIVING AND WORKING SPACES, LIBRARIES, AND ARCHIVES IN NEW YORK AND MARFA, TEXAS. | $2,500 | |
| LAVA MAE | ||||||||
| 1015 FILLMORE STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | TO CREATE A GLOBAL NETWORK OF COMMUNITIES LAUNCHING AND SUSTAINING LAVAMAE-DESIGNED PROGRAMS THAT SERVE 100,000 PEOPLE MOVING THROUGH HOMELESSNESS BY 2024 | $40,000 | |
| LULU & LEO FUND | ||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | TO INSPIRE, ENGAGE, EDUCATE, HEAL AND GROW THE HEARTS AND MINDS OF CHILDREN FACING HARDSHIPS, GIVING THEM LIFELONG PASSION, SKILLS AND -- MOST IMPORTANTLY -- HOPE. | $10,000 | |
| MILLENNIUM SCHOOL | ||||||||
| 245 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | PROVIDING BOTH A RIGOROUS ACADEMIC PROGRAM AND A SCIENCE-BASED FOUNDATION | $20,000 | |
| MUSEUM OF AFRICAN DIASPORA | ||||||||
| 685 MISSION STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | TO CELEBRATE BLACK CULTURES, IGNITE CHALLENGING CONVERSATIONS, AND INSPIRE LEARNING | $15,000 | |
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||
| 335 SOUTH VAN NESS AVENUE | SAN FRANCISCO | CA | 94103 | N/A | PC | TO PROTECT AND EXPAND REPRODUCTIVE RIGHTS FOR ALL | $2,000 | |
| NEW ISRAEL FUND | ||||||||
| 2503 CLAY ST | SAN FRANCISCO | CA | 94115 | N/A | PC | TO BUILD A STRONGER DEMOCRACY IN ISRAEL, ROOTED IN THE VALUES OF EQUALITY | $7,500 | |
| NORTHERN CALIFORNIA GRANTMAKERS | ||||||||
| ATTN KRYSTLE CHIPMAN 160 SPEAR ST | SAN FRANCISCO | CA | 94105 | N/A | PC | TO SUPPORT ACTIVITIES FOR THE BAY AREA FUNDER NETWORK ON TRAUMA AND RESILIENCE | $8,000 | SUITE 360 |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| 520 3RD STREET SUITE 109 | OAKLAND | CA | 94607 | N/A | PC | TO LEAD THE DEVELOPMENT AND INVESTMENT OF COMMUNITY RESOURCES IN OAKLAND PUBLIC SCHOOLS SO THAT ALL STUDENTS CAN LEARN, GROW, AND THRIVE. | $5,000 | |
| OBAMA FOUNDATION | ||||||||
| PO BOX 779056 | CHICAGO | IL | 606779056 | N/A | PC | TO INSPIRE THOSE PEOPLE TO TAKE ACTION, EMPOWER THEM TO CHANGE THEIR WORLD FOR THE BETTER, AND CONNECT THEM SO THEY CAN ACHIEVE MORE TOGETHER THAN THEY CAN ALONE. | $25,000 | |
| ONETABLE | ||||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | EMPOWERS PEOPLE WHO DON'T HAVE A CONSISTENT SHABBAT DINNER PRACTICE | $25,000 | |
| OUTWARD BOUND CALIFORNIA | ||||||||
| PO BOX 29632 THE PRESIDIO | SAN FRANCISCO | CA | 94129 | N/A | PC | TO DELIVER CHALLENGING OUTDOOR ADVENTURE PROGRAMS FOR PEOPLE OF ALL AGES AND WALKS OF LIFE | $15,000 | |
| PROJECT HEALTHY MINDS | ||||||||
| PO BOX 1221 | NEW YORK | NY | 10018 | N/A | PC | TO BUILD A MORE SUPPORTIVE WORLD FOR THOSE WITH MENTAL HEALTH CONDITIONS | $10,000 | |
| READING PARTNERS | ||||||||
| 180 GRAND AVENUE SUITE 800 | OAKLAND | CA | 94612 | N/A | PC | TO HELP CHILDREN BECOME LIFELONG READERS BY EMPOWERING COMMUNITIES TO PROVIDE INDIVIDUALIZED INSTRUCTION WITH MEASURABLE RESULTS. | $10,000 | |
| SAFE & SOUND | ||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | N/A | PC | BUILD A FUTURE WITH SAFE KIDS, STRONG FAMILIES & SOUND COMMUNITIES | $50,000 | |
| SAN FRANCISCO CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 235 MONTGOMERY STREET SUITE 760 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO ATTRACT, SUPPORT, AND GROW BUSINESS THROUGH ADVOCACY, ECONOMIC DEVELOPMENT, AND BUSINESS DEVELOPMENT. | $3,600 | |
| SAN FRANCISCO FREE CLINIC | ||||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | TO PROVIDE FREE, ACCESSIBLE MEDICAL TREATMENT TO THE UNINSURED WHILE PROVIDING PRIMARY CARE | $5,000 | |
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | TO SHARE ART AND THE CREATIVE PROCESS TO OPEN MINDS AND HELP BUILD A BETTER WORLD | $122,500 | |
| SAN FRANCISCO PARKS ALLIANCE | ||||||||
| 1074 FOLSOM STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | TO PARTNER WITH COMMUNITIES AND CITY AGENCIES TO CHAMPION, TRANSFORM, AND ACTIVATE PARKS AND PUBLIC SPACES THROUGHOUT CITYWIDE. | $15,000 | |
| SAN FRANCISCO SYMPHONY | ||||||||
| DAVIES SYMPHONY HALL 201 VAN NESS | SAN FRANCISCO | CA | 94102 | N/A | PC | TO PROVIDE MUSIC EDUCATION FOR EVERYBODY | $40,000 | AVENUE |
| SGA YOUTH & FAMILY SERVICES | ||||||||
| 11 E ADAMS SUITE 240 | CHICAGO | IL | 60603 | N/A | PC | TO HELP CHILDREN, FAMILIES, AND COMMUNITIES FACING GREAT CHALLENGES TO REALIZE THEIR POTENTIAL. | $1,250 | |
| SHALOM BAYIT | ||||||||
| PO BOX 2883 | BERKELEY | CA | 94702 | N/A | PC | TO FOSTER THE SOCIAL CHANGE AND COMMUNITY RESPONSE NECESSARY TO ERADICATE DOMESTIC VIOLENCE IN THE JEWISH COMMUNITY. | $1,500 | |
| STERN GROVE FESTIVAL | ||||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | N/A | PC | TO MAKE LIVE MUSICAL EXPERIENCES ACCESSIBLE TO ALL | $1,000 | |
| TEACH FOR ALL | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | TO TACKLE THE COMPLEX CHALLENGES FACING CHILDREN IN DISADVANTAGED COMMUNITIES | $40,000 | |
| THE BATTERY FOUNDATION | ||||||||
| 400 PACIFIC AVENUE | SAN FRANCISCO | CA | 94133 | N/A | PC | TO CREATE A COMMUNITY THAT CAN EXPRESS GENEROSITY AND COMMITMENT | $10,000 | |
| THE CHINATI FOUNDATION | ||||||||
| PO BOX 1135 | MARFA | TX | 79843 | N/A | PC | TO PRESERVE AND PRESENT TO THE PUBLIC PERMANENT LARGE-SCALE INSTALLATIONS BY ARTISTS | $2,000 | |
| THE OFFICE OF THE CONTROLLER | ||||||||
| CITY HALL ROOM 316 | SAN FRANCISCO | CA | 94102 | N/A | PC | TO HELP PROTECT THE HEALTH OF SAN FRANCISCO AND SUPPORT THE MOST VULNERABLE, INCLUDING INDIVIDUALS, FAMILIES, AND LOCAL BUSINESSES. | $100,000 | |
| THE PRITZKER MILITARY MUSEUM & LIBRARY | ||||||||
| 104 S MICHIGAN AVE SUITE 400 | CHICAGO | IL | 60603 | N/A | PC | TO ACQUIRE AND MAINTAIN AN ACCESSIBLE COLLECTION OF MATERIALS AND DEVELOP APPROPRIATE PROGRAMS | $1,500 | |
| THE REPRESENTATION PROJECT | ||||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | TO PROMOTE GENDER EQUALITY BY EXPOSING HARMFUL GENDER STEREOTYPES IN MEDIA AND CULTURE | $5,000 | |
| TIPPING POINT | ||||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO FIGHT POVERTY IN THE BAY AREA FOR THE 1.1 MILLION PEOPLE WHO DON'T HAVE THE RESOURCES TO MEET THEIR BASIC NEEDS | $25,000 | |
| TSNE MISSIONWORKS | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | N/A | PC | TO PROVIDE INFORMATION AND SERVICES TO BUILD THE KNOWLEDGE, POWER, AND EFFECTIVENESS OF INDIVIDUALS, ORGANIZATIONS AND GROUPS THAT ENGAGE PEOPLE IN COMMUNITY AND PUBLIC LIFE. | $15,000 | |
| TURNAROUND FOR CHILDREN | ||||||||
| 25 W 45TH STREET | NEW YORK | NY | 10036 | N/A | PC | TO EMBED AN EQUITABLE WHOLE-CHILD PURPOSE INTO OUR EDUCATION SYSTEM. | $50,000 | |
| UCSF BENIOFF CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 2201 BROADWAY SUITE 600 | OAKLAND | CA | 946123017 | N/A | PC | TO ADVANCING CHILDREN'S HEALTH THROUGH CLINICAL INNOVATION, SCIENTIFIC ADVANCES, AND A COMMITMENT TO HEALTH EQUITY. | $125,000 | |
| UCSF OSHER CENTER FOR INTEGRATIVE MEDICINE | ||||||||
| 1545 DIVISADERO STREET 4TH FLOOR | SAN FRANCISCO | CA | 94115 | N/A | PC | TO PROVIDE THE HIGHEST QUALITY HEALTHCARE BY BLENDING PROVEN CONVENTIONAL AND COMPLEMENTARY MEDICINE APPROACHES FROM AROUND THE WORLD, CREATE OUTSTANDING INTEGRATIVE HEALTH LEADERS THROUGH TRANSFORMATIVE EDUCATION AND TRAINING, AND ADVANCE THE SCIENCE OF INTEGRATIVE HEALTH BY CONDUCTING AND DISSEMINATING RIGOROUS RESEARCH. | $60,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | N/A | PC | TO ADVANCE HEALTH WORLDWIDE BY RAISING MONEY FOR THE UNIVERSITY. | $10,000 | |
| UNIVERSITY OF WISCONSIN | ||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 537264090 | N/A | PC | TO PROMOTE THE WELFARE OF, AND ADVANCE THE OBJECTIVES OF, THE UNIVERSITY OF WISCONSIN-MADISON | $100,000 | |
| VIBE ISRAEL USA | ||||||||
| 101 HUDSON STREET SUITE 2100 | JERSEY CITY | NJ | 07302 | N/A | PC | TO ENERGIZE AND INSPIRE YOUNG PEOPLE AROUND THE WORLD ABOUT ISRAEL BY HARNESSING SOCIAL MEDIA | $5,000 | |
| WASHINGTON INSTITUTE | ||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST AND TO PROMOTE THE POLICIES THAT SECURE THEM. | $10,000 | |
| YMCA OF SAN FRANCISCO | ||||||||
| 50 CALIFORNIA ST SUITE 650 | SAN FRANCISCO | CA | 94111 | N/A | PC | TO BUILD STRONG KIDS, STRONG FAMILIES AND STRONG COMMUNITIES BY ENRICHING THE LIVES OF ALL PEOPLE IN SPIRIT, MIND AND BODY. | $2,500 | |
| ZUCKERBERG SF GENERAL HOSPITAL | ||||||||
| 1001 POTERO AVENUE | SAN FRANCISCO | CA | 94110 | N/A | PC | TO PROVIDE QUALITY HEALTHCARE AND TRAUMA SERVICES WITH COMPASSION AND RESPECT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,080,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA PARTNERS PROJECT | |||||||||||
| ONE LOMBARD STREET STE 303 | SAN FRANCISCO | CA | 94111 | N/A | PC | TO CHAMPION GENDER EQUITY ACROSS THE STATE AND ENSURE OUR STATE'S MEDIA AND TECHNOLOGY INDUSTRIES ARE A FORCE FOR GOOD IN THE LIVES OF ALL CHILDREN. | $200,000 | ||||
| COMMUNITY DEVELOPMENT FINANCE - OAKLAND TEACHER HOUSING INITIATIVE | |||||||||||
| 3411 EAST 12TH STREET SUITE 124 | OAKLAND | CA | 94601 | N/A | PC | TO PROVIDE AFFORDABLE HOUSING OPTIONS FOR TEACHERS AND HELP KEEP EDUCATORS ROOTED IN OAKLAND. | $90,000 | ||||
| HOMELESS PRENATAL PROGRAM | |||||||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | IN PARTNERSHIP WITH OUR FAMILIES, BREAK THE CYCLE OF CHILDHOOD POVERTY | $12,500 | ||||
| ISRAAID | |||||||||||
| N/A | PC | TO SUPPORT PEOPLE AFFECTED BY HUMANITARIAN CRISIS. | $100,000 | SHAUL HAMELECH 8 | TEL AVIV | IS | 6473307 | ||||
| MINDFULNESS WITHOUT BORDERS | |||||||||||
| 17 TARA HILL RD | TIBURON | CA | 94920 | N/A | PC | TO INSPIRE SYSTEMIC CHANGE IN EDUCATION, WHERE YOUNG PEOPLE AND ADULTS ACQUIRE SKILLS AND PRACTICES TO STRENGTHEN THEIR CAPABILITY TO SHAPE, REFLECT, AND TRANSFORM THEIR SOCIAL EMOTIONAL WELL BEING. | $15,000 | ||||
| NEW VENTURE FUND | |||||||||||
| 1201 CONNECTICUT AVENUE NW 300 | WASHINGTON | DC | 20036 | N/A | PC | TO REINVENT OUR STATE'S APPROACH TO CHILDREN'S SOCIAL, EMOTIONAL, AND DEVELOPMENTAL HEALTH. | $75,000 | ||||
| OBAMA FOUNDATION | |||||||||||
| PO BOX 779056 | CHICAGO | IL | 606779056 | N/A | PC | TO INSPIRE THOSE PEOPLE TO TAKE ACTION, EMPOWER THEM TO CHANGE THEIR WORLD FOR THE BETTER, AND CONNECT THEM SO THEY CAN ACHIEVE MORE TOGETHER THAN THEY CAN ALONE. | $225,000 | ||||
| REBOOT INC | |||||||||||
| 246 FIFTH AVENUE SUITE 420 | NEW YORK | NY | 10001 | N/A | PC | TO PRODUCE EXPERIENCES AND PRODUCTS THAT EVOLVE THE JEWISH CONVERSATION AND TRANSFORM SOCIETY | $10,000 | ||||
| UCSF BENIOFF CHILDREN'S HOSPITAL FOUNDATION | |||||||||||
| 2201 BROADWAY SUITE 600 | OAKLAND | CA | 946123017 | N/A | PC | TO ADVANCING CHILDREN'S HEALTH THROUGH CLINICAL INNOVATION, SCIENTIFIC ADVANCES, AND A COMMITMENT TO HEALTH EQUITY. | $125,000 | ||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | N/A | PC | TO ADVANCE HEALTH WORLDWIDE BY RAISING MONEY FOR THE UNIVERSITY. | $40,000 | ||||
| ZUCKERBERG SF GENERAL HOSPITAL | |||||||||||
| 1001 POTERO AVENUE | SAN FRANCISCO | CA | 94110 | N/A | PC | TO PROVIDE QUALITY HEALTHCARE AND TRAUMA SERVICES WITH COMPASSION AND RESPECT | $50,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $942,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,934 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $241,817 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,581 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $285,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,332 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $58,985 | $0 | $0 |
| FINANCIAL STATEMENT AUDIT | $25,195 | $0 | $0 |
| TAX PREPARATION | $23,950 | $6,315 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NTB BROKERAGE 4008 | BondNm |
| EOY Book Value | $9,774,566 | EOYBookValueAmt |
| EOYFMV | $9,774,566 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB 029 | StockNm |
| EOY Book Value | $5,472,991 | EOYBookValueAmt |
| EOYFMV | $5,472,991 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CANYON ESG CREDIT FUND (CAYMAN) LTD | FMV | $3,341,276 | $3,341,276 |
| EMPYREAN CAPITAL OVERSEAS FUND LTD | FMV | $3,380,390 | $3,380,390 |
| FARALLON CAPITAL F5 INVESTORS I LP | FMV | $2,339,976 | $2,339,976 |
| GENERATION IM ASIA FUND LP | FMV | $2,846,245 | $2,846,245 |
| GENERATION IM GLOBAL EQUITY FUND LLC | FMV | $6,860,297 | $6,860,297 |
| STEADFAST INTERNATIONAL, LTD | FMV | $2,232,776 | $2,232,776 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $15,917 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE AND SHIPPING | $31 | $0 | $0 |
| SUPPLIES | $6,195 | $0 | $0 |
| BANK FEES | $95 | $0 | $0 |
| PAYROLL PROCESSING FEE | $5,798 | $0 | $0 |
| SOFTWARE SUBSCRIPTION | $8,532 | $0 | $0 |
| ADMIN FEES | $525 | $0 | $0 |
| INSURANCE | $918 | $0 | $0 |
| TELECOMMUNICATION | $162 | $0 | $0 |
| OTHER EXPENSES | $189 | $0 | $0 |
| GENERATION GLOBAL EQUITY FUND LLC | $0 | $55,804 | $0 |
| GENERATION IM ASIA FUND LP | $0 | $19,827 | $0 |
| FARALLON CAPITAL F5 INVESTORS | $0 | $209 | $0 |
| MEMBERSHIP FEES | $26,365 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GENERATION GLOBAL EQUITY FUND LLC | $0 | -$16,786 | $0 |
| GENERATION IM ASIA FUND LP | $0 | -$25,224 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $3,484,181 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT CONSULTANT | $10,086 | $0 | $0 |
| CONTRACTED SERVICES | $200,000 | $0 | $100,000 |
| INVESTMENT MANAGEMENT FEES | $57,037 | $57,037 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $16,261 | $0 | $8,131 |
| CA TAXES | $310 | $0 | $0 |
| FEDERAL EXCISE TAXES | $15,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $5,668 | $0 |