STUPSKI FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STUPSKI FOUNDATION (EIN 68-0397103)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349102858
- Schema version
- 2018v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:22:40-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680397103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUPSKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KARIE DEWAN | InCareOfNm |
| Business Name Control | STUP | BusinessNameControlTxt |
| Phone | 4156554400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY STREET STE 1100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARIE DEWAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4156554400 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M SACARELOS | PreparerPersonNm |
| PTIN | P00082838 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $233,508,726 | 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 |
| Dividends Rev And Expnss | $1,640,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,833,482 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,233,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,990,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,081,546 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $344,512 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,873,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,259,540 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $660,283 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $95,168 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $565,115 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $859,371 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $70,565 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $748,763 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $296,558 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $32,507 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $257,705 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,327 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,327 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $201,769 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $123,899 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $123,898 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $609,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $500,077 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $70,667 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $314,594 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $81,377 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $31,876 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $162,474 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,532 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $136,943 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $92,312 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,475 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $84,749 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,132,737 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $793,925 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,219,561 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,385,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,728,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,231,728 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,191,496 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,618,591 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,577,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,728,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,850,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,703,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,531,015 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,181,745 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,245,417 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,245,417 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $65,434 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $161,084 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $161,084 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $57,358,658 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $65,942,729 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $65,942,729 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,774,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,975,968 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,975,968 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $183,187,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,186,333 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $148,186,333 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $199,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,297 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $168,870 | LandBOYAmt |
| Land EOY | $136,993 | LandEOYAmt |
| Land EOYFMV | $136,993 | LandEOYFMVAmt |
| Other Assets BOY | $9,569,334 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,860,202 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,860,202 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $263,306,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $233,508,726 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $233,508,726 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $812,192 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $728,501 | AccountsPayableEOYAmt |
| Grants Payable BOY | $12,734,321 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,185,460 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $13,546,513 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,913,961 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $249,759,802 | UnrestrictedBOYAmt |
| Unrestricted EOY | $224,594,765 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $249,759,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $224,594,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $263,306,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $233,508,726 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $249,759,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,703,412 | ExcessRevenueOverExpensesAmt |
| Subtotal | $241,056,390 | SubtotalAmt |
| Other Decreases | $16,461,625 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $224,594,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICILY TRADED SECURITIES | P | $91,645,759 | $90,327,050 | $1,318,709 | $1,318,709 |
| PORTFOLIO INVESTMENTS | P | $14,292,692 | $7,431,806 | $6,860,886 | $6,860,886 |
| CAPITAL GAINS FROM 2018 K-1S | P | $5,052,345 | $150,394 | $4,901,951 | $4,901,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,081,546 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,219,394 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $251,080,853 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080529 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,975,688 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $244,014,231 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06547 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,748,109 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $259,848,876 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025969 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,584,417 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $238,883,770 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073611 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,259,263 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $172,814,005 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.007287 | DistributionYr5Rt |
| Total Distribution | 0.252866 | TotalDistributionRt |
| Average Distribution | 0.050573 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $251,696,074 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,729,026 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $145,310 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,874,336 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,199,819 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $145,310 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $145,310 | SubtotalAmt |
| Tax Based On Investment Income | $145,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $230,229 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $250,229 | TotalPaymentsAndCreditsAmt |
| Overpayment | $104,919 | OverpaymentAmt |
| Applied To ES Tax | $104,919 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.STUPSKI.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARIE DEWAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156554400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY ST SUITE 1100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOYCE L STUPSKI | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | BOARD CHAIR | 10.0 | $0 | $0 | $0 |
| JAMES G B DEMARTINI III | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| KELVIN TAKETA | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| TOM LAYTON | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| GLEN GALAICH | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | CHIEF EXECUTIVE OFFICER | 40.0 | $411,667 | $55,893 | $0 |
| KARIE DEWAN | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | CFO/SECRETARY | 34.0 | $248,616 | $30,165 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PARAG GUPTA | ||||||||
| 90 NEW MONTGOMERY SUITE 1100 | SAN FRANCISCO | CA | 94105 | VICE PRESIDENT | 40.0 | $350,000 | $42,514 | $0 |
| DAN TUTTLE | ||||||||
| 90 NEW MONTGOMERY SUITE 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.0 | $167,628 | $26,882 | $0 |
| CLAIRE CALLAHAN | ||||||||
| 90 NEW MONTGOMERY SUITE 1100 | SAN FRANCISCO | CA | 94105 | GRANT MANAGER | 40.0 | $125,000 | $22,045 | $0 |
| NATALIE JOHAL | ||||||||
| 90 NEW MONTGOMERY SUITE 1100 | SAN FRANCISCO | CA | 94105 | EXECUTIVE ASSISTANT | 40.0 | $87,500 | $18,117 | $0 |
| LORREE NOVOTNY | ||||||||
| 90 NEW MONTGOMERY SUITE 1100 | SAN FRANCISCO | CA | 94105 | CONTROLLER | 20.0 | $89,200 | $8,920 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRANSFORMING CARE PARTNERS | |||||
| 2209 9TH AVENUE | SAN FRANCISCO | CA | 94116 | CONSULTATION | $427,389 |
| HALL CAPITAL PARTNERS LLC | |||||
| ONE MARITIME PLAZA 5TH FL | SAN FRANCISCO | CA | 94105 | MANAGEMENT | $328,906 |
| LALITHA VAIDYANATHAN | |||||
| 27 ALTA MAY WAY | SAN FRANCISCO | CA | 94121 | CONSULTATION | $256,000 |
| PATRICK LEE | |||||
| 208 28TH STREET 301 | SAN FRANCISCO | CA | 94131 | CONSULTATION | $241,380 |
| CMB ADVISORS | |||||
| 27360 SHERLOCK ROAD | LOS ALTOS HILLS | CA | 94022 | CONSULTATION | $239,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WAI'ANAE COMMUNITY REDEVELOPMENT CORPORATION - LOAN TO PROVIDE FUNDS FOR THE FARM'S START UP COSTS ON LAND ACQUIRED. | Description1Txt |
| Expenses1 | $349,500 | Expenses1Amt |
| Total | $349,500 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $80,719,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,956,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $171,852,423 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $255,529,009 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $255,529,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,832,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $251,696,074 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,584,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,584,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145,310 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $15,379 | IncomeTaxAmt |
| Total Tax | $160,689 | TotalTaxAmt |
| Distributable Before Adj | $12,424,115 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,424,115 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,424,115 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,850,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $349,500 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $22,199,819 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $145,310 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,054,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,424,115 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,760,783 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,049,537 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,810,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,199,819 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $12,424,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,775,704 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,586,024 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $21,586,024 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,760,783 | ExcessFromYear2Amt |
| Excess From Year1 | $8,049,537 | ExcessFromYear1Amt |
| Excess From Current Year | $9,775,704 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE J STUPSKI DECEASED LAW | ContributingManagerNm |
| Contributing Manager | DATED 9201990 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 Degrees | |||||||
| 1650 Los Gamos Drive Suite 110 | SAN RAFAEL | CA | 949031838 | N/A | PC | To provide support to the Marin Promise Partnership Project. | $100,000 |
| Alameda County Community Food Bank | |||||||
| 7900 Edgewater Drive | Oakland | CA | 94612 | N/A | PC | To provide support to strengthen the nutrition safety net, measure the hunger gap in Alameda county and shift priorities to close it. | $710,000 |
| Alameda Health System Foundation | |||||||
| 350 Frank H Ogawa Plaza 900 | Oakland | CA | 94612 | N/A | PC | To provide support for the outpatient palliative care clinic. | $171,000 |
| American Civil Liberties Union Foundation | |||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | N/A | PC | To provide general operating support. | $250,000 |
| Article3org | |||||||
| 1007 General Kennedy Avenue Suite | San Francisco | CA | 94129 | N/A | PC | To sponsor the annual Human Rights Day event. | $25,000 |
| Benetech | |||||||
| 480 California Avenue Suite 201 | Palo Alto | CA | 943061609 | N/A | PC | To support the development of the Bay Area Service Net. | $150,000 |
| Boys Hope Girls Hope | |||||||
| 12120 Bridgeton Square | Bridgeton | MO | 63044 | N/A | PC | To support the Academy Program evaluation study. | $100,000 |
| Boys to Men Mentoring USA | |||||||
| 9587 Tropico Drive | La Mesa | CA | 91941 | N/A | PC | To provide support for Boys to Men programs in San Francisco and Alameda counties. | $50,000 |
| Braven | |||||||
| 75 E Santa Clara Street | San Jose | CA | 95113 | N/A | PC | To fund a performance management analyst, Bay Area program manager and additional staff salaries, external researchers and operations. | $150,000 |
| California Association of Food Banks | |||||||
| 1624 Franklin St 722 | Oakland | CA | 94612 | N/A | PC | To support the Alliance to Transform CalFresh program. | $100,000 |
| California Association of Food Banks | |||||||
| 1624 Franklin St 722 | Oakland | CA | 94612 | N/A | PC | To provide support for the Policy Core team/program. | $100,000 |
| California Association of Food Banks | |||||||
| 1624 Franklin St 722 | Oakland | CA | 94612 | N/A | PC | To provide reception sponsorship for the 2019 annual conference. | $10,000 |
| California Budget & Policy Center | |||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | N/A | PC | To provide general operating support. | $150,000 |
| California Pacific Medical Center Foundation | |||||||
| 2015 Steiner Street | San Francisco | CA | 94115 | N/A | PC | To support the Palliative Care Fund. | $5,000 |
| California State University Office of the Chancell | |||||||
| 401 Golden Shore | Long Beach | CA | 908024210 | N/A | PC | To fund a pilot (Student Success Analytics Certificate Program) focused on how to get faculty to use data to improve postsecondary outcomes across the California State University system. | $190,150 |
| California State University East Bay Foundation | |||||||
| 25800 CARLOS BEE BLVD | HAYWARD | CA | 945423000 | N/A | PC | To support the Pioneers for HOPE program. | $206,505 |
| Center for Youth Wellness | |||||||
| 1329 Evans Avenue Administrative O | San Francisco | CA | 941241705 | N/A | PC | To provide general operating support. | $50,000 |
| City of Hope | |||||||
| 1500 East Duarte Road | Duarte | CA | 910103000 | N/A | PC | To develop, execute and evaluate train-the-trainer courses to nurses in the Bay Area, two palliative care courses and two communication courses. | $250,000 |
| Coalition for Compassionate Care of California | |||||||
| 1331 Garden Hwy 100 | Sacramento | CA | 95833 | N/A | PC | To provide general operating support. | $70,000 |
| Coalition to Transform Advanced Care | |||||||
| STE 1175 1299 PENNSYLVANIA AVE NW | Washington | DC | 200042426 | N/A | PC | To provide sponsorship for the annual national summit on advanced illness care. | $21,400 |
| Coalition to Transform Advanced Care | |||||||
| STE 1175 1299 PENNSYLVANIA AVE NW | Washington | DC | 200042426 | N/A | PC | To support the evaluation of implementation of new payment models for Home Palliative Health Care as well as creation of a implementation toolkit for other payers/providers in the Bay Area. | $250,000 |
| Coalition to Transform Advanced Care | |||||||
| STE 1175 1299 PENNSYLVANIA AVE NW | Washington | DC | 200042426 | N/A | PC | To provide general operating support. | $250,000 |
| Code for America | |||||||
| 972 Mission Street 5th Floor | San Francisco | CA | 94103 | N/A | PC | To support testing new programs and scaling existing programs for GetCalFresh in San Francisco and Alameda counties. | $307,500 |
| Code for America | |||||||
| 972 Mission Street 5th Floor | San Francisco | CA | 94103 | N/A | PC | To support GetCalFresh online enrollment design and access, specifically targeting the partners in San Francisco and Alameda counties. | $150,000 |
| Commonweal | |||||||
| PO Box 316 | Bolinas | CA | 94924 | N/A | PC | To provide public relations and research support for The Center for Dying and Living project. | $100,000 |
| Community Initiatives | |||||||
| 1000 Broadway Suite 480 | Oakland | CA | 94607 | N/A | PC | To provide support for the Bay Area Early Childhood funders project for the year 2018 to 2019. | $5,000 |
| Compassion & Choices | |||||||
| POBox 101810 | Denver | CO | 80250 | N/A | PC | To provide support to protect and advance end of life care choice in California. | $125,000 |
| Compassion & Choices | |||||||
| POBox 101810 | Denver | CO | 80250 | N/A | PC | To support a Bay Area end of life awareness building campaign. | $250,000 |
| Compassion & Choices | |||||||
| POBox 101810 | Denver | CO | 80250 | N/A | PC | To support advancing medical aid in dying legislation in Hawai?i. | $100,000 |
| Compassion & Choices | |||||||
| POBox 101810 | Denver | CO | 80250 | N/A | PC | To support advancing medical aid in dying legislation in Hawai?i. | $150,000 |
| East Bay Community Foundation | |||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | To provide support for the Early Childhood Area of Interest Fund. | $87,500 |
| Ed Results Partnership | |||||||
| 428 J Street | Sacramento | CA | 95814 | N/A | PC | To analyze labor market data trends for students who graduated from targeted 2- and 4-year colleges in the Bay Area. | $44,000 |
| Episcopal Community Services of San Francisco | |||||||
| 165 8th Street | San Francisco | CA | 94103 | N/A | PC | To provide support for a project manager, evaluator and tenant leader to operate the SRO Food Security and Health Collaborative pilot program. | $125,000 |
| First Graduate | |||||||
| 3120 20th Street Suite 275 | San Francisco | CA | 94110 | N/A | PC | To provide general operating support. | $40,000 |
| FoodCorps Inc | |||||||
| 2544 NW Upshur St | Portland | OR | 97210 | N/A | PC | To provide support for scaling FoodCorps? presence and up to 11 service member positions in San Francisco and Oakland. | $200,000 |
| FoodCorps Inc | |||||||
| 2544 NW Upshur St | Portland | OR | 97210 | N/A | PC | To support FoodCorps' Bay Area expansion. | $100,000 |
| Foundation for California Community Colleges | |||||||
| 1102 Q ST Suite 4800 | Sacramento | CA | 958116539 | N/A | PC | To fund the redesign of the community college application process, specifically the Student Journey Project. | $323,000 |
| Fresh Approach | |||||||
| 5060 Commercial Circle Ste C | Concord | CA | 94520 | N/A | PC | To provide funding for a Development Director and a Programs Director. | $100,000 |
| Friends of the Children - San Francisco Chapter | |||||||
| 5214-F Diamond Hts Blvd 832 | San Francisco | CA | 94131 | N/A | PC | To provide general operating support. | $150,000 |
| George Mark Children's House | |||||||
| 2121 GEORGE MARK LN | SAN LEANDRO | CA | 945781017 | N/A | PC | To provide general operating support. | $100,000 |
| Grantmakers in Health | |||||||
| 1100 Connecticut Avenue NW Suite 1 | Washington | DC | 20036 | N/A | PC | To sponsor the planned conference programming with the intent to attract more funders into the end of life funding space. | $25,000 |
| Guidestar | |||||||
| 1250 H Street NW Suite 1150 | Washington | DC | 20005 | N/A | PC | To provide support to Guidestar. | $4,000 |
| Hawaii Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To provides support for the Hawai'i Environmental Funders Group. | $35,000 |
| Hawaii Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To support the Catalyst Endowment at the Hawai?i Community Foundation. | $500,000 |
| Hawaii Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | Contribution to Donor Advised Fund. | $300,000 |
| Hawaii Public Television Foundation | |||||||
| PO Box 29606 | Honolulu | HI | 968202006 | N/A | PC | To support the Hiki No Program. | $400,000 |
| Health Leads | |||||||
| 24 School Street 6th Floor | Boston | MA | 02108 | N/A | PC | To support Health Leads' expansion to San Francisco. | $250,000 |
| Honolulu Museum of Art | |||||||
| 900 S Beretania Street | Honolulu | HI | 96814 | N/A | PC | To support the expansion of the Arts Integrated Education Program. | $300,000 |
| KUPU | |||||||
| 677 Ala Moana Blvd Suite 1200 | Honolulu | HI | 96813 | N/A | PC | To support Kupu's capital campaign to build the Green Jobs Training & Community Center. | $200,000 |
| Meals on Wheels of San Francisco Inc | |||||||
| 1375 Fairfax Avenue | San Francisco | CA | 94124 | N/A | PC | To support capacity building for Salesforce data management, expand volunteer program and develop an operations model and business plan for a new kitchen. | $200,000 |
| Media Matters | |||||||
| PO Box 52155 | Washington | DC | 20091 | N/A | PC | To provide support for the initial development of the Media Matters technology. | $100,000 |
| No Kid Hungry by Share Our Strength | |||||||
| 1030 15th StNW Suite 1100 W | Washington | DC | 20005 | N/A | PC | To support the buildout of breakfast after the bell outreach program in San Francisco Unfied School District and Oakland Unified School District. | $100,000 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | SAN FRANCISCO | CA | 94105 | N/A | PC | To provide general operating support. | $14,250 |
| Oakland Public Education Fund | |||||||
| PO Box 27148 | Oakland | CA | 94602 | N/A | PC | To provide support to the Oakland Promise Project. | $250,000 |
| One Degree | |||||||
| 2370 Market Street Suite 162 | San Francisco | CA | 94114 | N/A | PC | To provide support for One Degree's operations and scale One Degree's Common App throughout the Bay Area. | $150,000 |
| Open Door Legal | |||||||
| 4622 3rd St | San Francisco | CA | 94124 | N/A | PC | To provide general operating support. | $200,000 |
| Oregon Health & Science University | |||||||
| 3181 SW Sam Jackson Park Rd | Portland | OR | 972393098 | N/A | PC | To conduct baseline analysis of San Francisco /Alameda healthcare system end of life care. | $1,043,813 |
| Peer Forward | |||||||
| 703 Market St 205 | San Francisco | CA | 94103 | N/A | PC | To provide support for programming in the Bay Area. | $75,000 |
| Project Open Hand | |||||||
| 730 Polk Street | San Francisco | CA | 94109 | N/A | PC | To support data migration and collection, a dietician for the DAAS pilot program and an outreach coordinator position. | $150,000 |
| Prostate Cancer Foundation | |||||||
| 1250 Fourth Street | Santa Monica | CA | 90401 | N/A | PC | To fund a precision medicine trial in prostate cancer patients treated at Veteran?s Administration institutions across the west coast of the United States. | $500,000 |
| Public Health Institute | |||||||
| 555 12th Street | Oakland | CA | 94607 | N/A | PC | To provide support to identify new materials and tools to address gaps in care for the African American community in Alameda county. | $250,000 |
| San Francisco Achievers | |||||||
| 275 5th Street 3rd Floor | San Francisco | CA | 94103 | N/A | PC | To provide general operating support. | $50,000 |
| San Francisco Department of Aging and Adult Servic | |||||||
| 1650 Mission St 5 | San Francisco | CA | 94103 | N/A | PC | To support the research necessary to finalize requirements and determine costs of implementing and maintaining a dynamic online resource directory for elderly people to connect to social support services. | $25,000 |
| San Francisco Foundation | |||||||
| One Embarcadero Center Suite 1400 | San Francisco | CA | 94111 | N/A | PC | To provide transition grant support for the HOPE SF Initiative. | $150,000 |
| San Francisco Foundation | |||||||
| One Embarcadero Center Suite 1400 | San Francisco | CA | 94111 | N/A | PC | To provide support for the Bay Area Workforce Funders Collaborative. | $150,000 |
| San Francisco Foundation | |||||||
| One Embarcadero Center Suite 1400 | San Francisco | CA | 94111 | N/A | PC | Contribution to Donor Advised Fund. | $500,000 |
| San Francisco Marin Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | N/A | PC | To support increased food distribution through strategic planning, systems upgrades, research, and optimizing logistics. | $550,000 |
| San Francisco Marin Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | N/A | PC | To provide sponsorship for the One Big Table Event. | $24,000 |
| San Francisco State University | |||||||
| 1600 Holloway Avenue | San Francisco | CA | 94132 | N/A | PC | To support the study of different Metro College Success interventions. | $250,000 |
| San Francisco Unified School District | |||||||
| 1515 Quintara | San Francisco | CA | 94116 | N/A | PC | To provide support for the Mentoring for Success program. | $70,000 |
| SFJAZZ | |||||||
| 201 Franklin Street | San Francisco | CA | 94102 | N/A | PC | To support the expansion of the Education Department's School Programming. | $1,000,000 |
| Silicon Valley Community Foundation | |||||||
| 2440 West El Camino Real Suite 300 | Mountain View | CA | 940401498 | N/A | PC | To support the California Leaders for Children Initiative. | $100,000 |
| SOS Meals on Wheels | |||||||
| 2235 Polvorosa Ave 260 | San Leandro | CA | 94577 | N/A | PC | To provide support for a volunteer program assistant, fundraising/marketing assistant and a case manager in Alameda County. | $132,000 |
| SPUR | |||||||
| 654 Mission Street | San Leandro | CA | 94105 | N/A | PC | To provide support to hire staff to expand the Double Up Food Bucks program in Santa Clara and San Francisco and/or Alameda Counties. | $100,000 |
| Stanford University | |||||||
| 450 Serra Mall | Stanford | CA | 94305 | N/A | PC | To support the evaluation to test the READY4K! trial's suitability in the clinical setting. | $125,000 |
| Summer Search | |||||||
| 101 Howard St Ste 250 | San Francisco | CA | 94105 | N/A | PC | To provide operational capacity building support. | $250,000 |
| Teach for America - Hawai'i | |||||||
| 500 Ala Moana Blvd Suite 3-580 | Honolulu | HI | 96813 | N/A | PC | To support Teach for America's development throughout the state of Hawai?i. | $100,000 |
| The Regents of the University of California Berke | |||||||
| 1995 University Avenue | Berkeley | CA | 94704 | N/A | PC | To support research project to inform school meal reform efforts for Oakland Unified School District. | $18,500 |
| The Regents of the University of California San F | |||||||
| 220 Montgomery St Fl 5 | San Francisco | CA | 94104 | N/A | PC | To support five integrated palliative care projects. | $1,999,628 |
| The Regents of the University of California San F | |||||||
| 220 Montgomery St Fl 5 | San Francisco | CA | 94104 | N/A | PC | To provide support for the Office of Developmental Primary Care?s Northern California Access to Care Initiative which promotes Supported Decision Making for people with disabilities to engage in advance care planning. | $37,500 |
| Tides Foundation | |||||||
| 1012 Torney Avenue | San Francisco | CA | 94129 | N/A | PC | To support operations and food security research. | $100,000 |
| UC Hastings Foundation | |||||||
| 200 McAllister Street | San Francisco | CA | 94102 | N/A | PC | To provide support the End of Life Liberty project. | $37,500 |
| UC Hastings Foundation | |||||||
| 200 McAllister Street | San Francisco | CA | 94102 | N/A | PC | To continue impact litigation work at the newly formed Center for End of Life Law & Policy at UC Hastings College of the Law. | $137,500 |
| UC Hastings Foundation | |||||||
| 200 McAllister Street | San Francisco | CA | 94102 | N/A | PC | To continue impact litigation work at the newly formed Center for End of Life Law & Policy at UC Hastings College of the Law. | $61,620 |
| UCSF Benioff Children's Hospital Foundation | |||||||
| 2201 Broadway Suite 600 | Oakland | CA | 946123017 | N/A | PC | To support the Center for Community Health and Engagement?s FINDconnect Initiative. | $250,000 |
| University of Hawai'i Foundation | |||||||
| PO Box 11270 | Honolulu | HI | 968280270 | N/A | PC | To support two projects of Hawai?i -P-20: the counseling demonstration project and the early college strategic plan. | $250,000 |
| Urban Strategies Council | |||||||
| 1720 Broadway | Oakland | CA | 94612 | N/A | PC | To fund research and data collection to build an understanding of the demographic characteristics of youth in San Francisco and Alameda counties. | $37,225 |
| Wai-anae Community Re-Development Corporation | |||||||
| 701 Bishop Street | Honolulu | HI | 96813 | N/A | PC | To support the expansion the youth education program and fund the due diligence and closing costs for a 21-acre farmland purchase. | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,618,591 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alameda County Community Food Bank | |||||||
| 7900 Edgewater Drive | Oakland | CA | 94612 | N/A | PC | To provide support to strengthen the nutrition safety net, measure the hunger gap in Alameda County and shift priorities to close it. | $1,290,000 |
| Alameda County Social Services Agency | |||||||
| 2000 San Pablo Ave | Oakland | CA | 94612 | N/A | PC | To support new technological tools for CalFresh enrollment in Alameda County. | $310,560 |
| American Civil Liberties Union Foundation | |||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | N/A | PC | To provide general operating support. | $250,000 |
| California Budget & Policy Center | |||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | N/A | PC | To provide event sponsorship. | $5,000 |
| California Budget & Policy Center | |||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | N/A | PC | To provide general operating support. | $150,000 |
| Code for America | |||||||
| 972 Mission Street 5th Floor | San Francisco | CA | 94103 | N/A | PC | To support testing new programs and scaling existing programs for GetCalFresh in San Francisco and Alameda Counties. | $307,500 |
| Grantmakers In Aging | |||||||
| 2001 Jefferson Davis Highway Suite | Arlington | VA | 22202 | N/A | PC | To support the EOL/Serious Illness Funders Collaborative. | $50,000 |
| Hawaii Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To support an anti-hunger coalition in Hawai?i. | $100,000 |
| Honolulu Museum of Art | |||||||
| 900 S Beretania Street | Honolulu | HI | 96814 | N/A | PC | To support the expansion of the Arts Integrated Education Program. | $700,000 |
| Ho'okua'aina | |||||||
| 916 Auloa Road | Kailua | HI | 96734 | N/A | PC | To support the development of the Sustainable Agriculture and Ahupua?a Certificate and Internship program at Windward Community College. | $200,000 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | N/A | PC | To support the Better California statewide initiative of statewide funders. | $100,000 |
| One Degree | |||||||
| 2370 Market Street Suite 162 | San Francisco | CA | 94114 | N/A | PC | To provide support for One Degree's operations and scale One Degree's Common App throughout the Bay Area. | $150,000 |
| Open Door Legal | |||||||
| 4622 3rd St | San Francisco | CA | 94124 | N/A | PC | To provide general operating support. | $200,000 |
| Outward Bound California | |||||||
| 1016 Lincoln Blvd Suite 316 | San Francisco | CA | 94129 | N/A | PC | To provide general operating support. | $35,000 |
| San Francisco Achievers | |||||||
| 275 5th Street 3rd Floor | San Francisco | CA | 94103 | N/A | PC | To provide general operating support. | $50,000 |
| San Francisco Marin Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | N/A | PC | To support increased food distribution through strategic planning, systems upgrades, research, and optimizing logistics. | $1,100,000 |
| SFJAZZ | |||||||
| 201 Franklin Street | San Francisco | CA | 94102 | N/A | PC | To support the expansion of the Education Department's School Programming. | $1,000,000 |
| Stanford University | |||||||
| 450 Serra Mall | Stanford | CA | 94305 | N/A | PC | To sponsor the Data on Purpose conference. | $25,000 |
| Stanford University | |||||||
| 450 Serra Mall | Stanford | CA | 94305 | N/A | PC | To create a Kinder Ready Clinic implementation model for pediatric clinics and develop a texting program for parents to use for their 2 to 3 year old children. | $1,262,400 |
| Teach for America - Hawaii | |||||||
| 500 Ala Moana Blvd Suite 3-580 | Honolulu | HI | 96813 | N/A | PC | To support program development throughout the state of Hawai?i. | $200,000 |
| University of Hawaii Foundation | |||||||
| PO Box 11270 | Honolulu | HI | 968280270 | N/A | PC | To support two projects of Hawai?i -P-20: the counseling demonstration project and the early college strategic plan. | $250,000 |
| VitalTalk | |||||||
| 901 Harvard Ave E | Seattle | WA | 98102 | N/A | PC | To support the Bay Area Hub and business development capabilities in order to increase institutional contracts with San Francisco and Alameda County health systems. | $200,000 |
| Wai-anae Community Re-Development Corporation | |||||||
| 701 Bishop Street | Honolulu | HI | 96813 | N/A | PC | To support the expansion the youth education program and fund the due diligence and closing costs for a 21-acre farmland purchase. | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,185,460 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,640,497 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$81,108 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,161,032 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $153,370 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $72,262 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,801,529 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,873,791 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $137,475 | $75,235 | $75,235 |
| AUDIT FEES | $64,294 | $48,664 | $48,663 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 19,450 SHS COMCAST CORP | $662,273 | $662,273 |
| 6,900 SHS ECOLAB INC | $1,016,715 | $1,016,715 |
| 13,750 SHS EXPEDITORS INTL | $936,237 | $936,237 |
| 16,950 SHS FASTENAL CO | $886,316 | $886,316 |
| 7,175 SHS NIKE INC | $531,954 | $531,954 |
| 15,400 SHS PAYCHEX INC | $1,003,310 | $1,003,310 |
| 22,475 SHS PROGRESSIVE CORP-OH | $1,355,917 | $1,355,917 |
| 1,195 REGENERON PHARMA INC | $446,332 | $446,332 |
| 500 SHS ROPER TECHNOLOGIES | $133,260 | $133,260 |
| 4,700 SHS UNION PACIFIC CORP | $649,681 | $649,681 |
| 14,800 SHS WELLS FARGO & CO | $681,984 | $681,984 |
| 13,400 SHS BROOKFIELD ASSET MG | $513,890 | $513,890 |
| 2,650 SHS CORE LABS NV | $158,099 | $158,099 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $65,942,729 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $65,942,729 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (65 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACACIA PARTNERS LP | FMV | $8,548,122 | $8,548,122 |
| AMANSA FUND, LTD | FMV | $4,713,670 | $4,713,670 |
| AMERICAN STEADFAST, LP | FMV | $5,191,320 | $5,191,320 |
| BAUPOST VALUE PARTNERS II | FMV | $5,306,335 | $5,306,335 |
| BRACEBRIDGE BIL, LTD | FMV | $7,385,758 | $7,385,758 |
| BROOKSIDE CAYMAN, LTD - CLASS | |||
| 2-A2, SERIES 184 | FMV | $5,580 | $5,580 |
| BUENA VISTA ASIAN OPP FUND | FMV | $3,826,628 | $3,826,628 |
| CANYON VALUE REALIZATION FUND | |||
| (CAYMAN) LTD. - CLASS A | FMV | $8,147,240 | $8,147,240 |
| CEVIAN CAPITAL II LTD | FMV | $4,117,040 | $4,117,040 |
| DRAWBRIDGE SPECIAL | |||
| OPPORTUNITIES FUND LP | FMV | $6,301,028 | $6,301,028 |
| ETON PARK FUND, LP | FMV | $18,753 | $18,753 |
| FARALLON CAPITAL | |||
| INSTITUTIONAL PARTNERS | FMV | $7,644,827 | $7,644,827 |
| FIRST RESERVE FUND X, LP | FMV | $10,504 | $10,504 |
| FIRST RESERVE FUND XI, LP | FMV | $83,962 | $83,962 |
| FORTRESS CREDIT OPPORTUNITIES | |||
| FUND II (A) LP | FMV | $526,315 | $526,315 |
| FORTRESS CREDIT OPPORTUNITIES | |||
| FUND II (B) LP | FMV | $605,904 | $605,904 |
| GENERATION IM CLIMATE | |||
| SOLUTIONS FUND LP | FMV | $246,297 | $246,297 |
| GENERATION IM GLOBAL EQUITY | |||
| FUND, LLC | FMV | $14,232,261 | $14,232,261 |
| GMO MUTUAL FUNDS | FMV | $13,607,201 | $13,607,201 |
| GOLDEN GATE CAPITAL II, LLC | FMV | $47,396 | $47,396 |
| ANNEX FUND II, LP | FMV | $9,777 | $9,777 |
| GRANITE VENTURES | FMV | $51,750 | $51,750 |
| GS MOUNT KELLETT CAPITAL | |||
| PARTNERS LP | FMV | $291,874 | $291,874 |
| HCIF OFFSHORE, LP | FMV | $6,214,295 | $6,214,295 |
| HCP ABSOLUTE RETURN FUND | |||
| OFFSHORE FEEDER, L.P. | FMV | $7,878,067 | $7,878,067 |
| HCP CHINA CAPITAL APPREC. FUND | FMV | $3,109,985 | $3,109,985 |
| HCP VF IX INVESTORS LP | FMV | $27,494 | $27,494 |
| HCP WPPE X INVESTORS, LLC | FMV | $1,576,984 | $1,576,984 |
| JC FLOWERS I LP | FMV | $521,297 | $521,297 |
| JC FLOWERS II LP | FMV | $150,922 | $150,922 |
| JC FLOWERS III-B LP | FMV | $1,004,773 | $1,004,773 |
| JH INVESTMENT PARTNERS II, LP | FMV | $23,554 | $23,554 |
| KOHLBERG TE INVESTORS IV, LP | FMV | $433,458 | $433,458 |
| KOHLBERG TE INVESTORS VI, LP | FMV | $156,305 | $156,305 |
| KOHLBERG V, LP | FMV | $55,537 | $55,537 |
| LUXOR CAPITAL PARTNERS OFFSHOR | FMV | $5,864,025 | $5,864,025 |
| MOUNT KELLETT CAPITAL PARTNERS | |||
| (CAYMAN) II, LP | FMV | $331,133 | $331,133 |
| OAKMARK | |||
| INTERNATIONAL EQUITY L.P. | FMV | $5,046,830 | $5,046,830 |
| OLYMPUS MEDIACOM HOLDINGS, LP | FMV | $2,248 | $2,248 |
| PROSPECT HARBOR PARTNERS | FMV | $9,319 | $9,319 |
| ROCKPOINT REAL ESTATE FUND III | FMV | $165,132 | $165,132 |
| SAIF III, LP | FMV | $3,005,583 | $3,005,583 |
| SPO PARTNERS II, L.P. | FMV | $1,361,648 | $1,361,648 |
| TACONIC OPPORTUNITY OFFSHORE | |||
| FD LTD CLASS A-NR SERIES 1 | FMV | $8,145,293 | $8,145,293 |
| TENASKA PF II, LP | FMV | $57,627 | $57,627 |
| TIFF PARTNERS III, LLC | FMV | $31,382 | $31,382 |
| TIFF PARTNERS IV, LLC | FMV | $44,567 | $44,567 |
| TPG BIOTECHNOLOGY II | FMV | $263,885 | $263,885 |
| VALUEACT CAPITAL | |||
| INTERNATIONAL I, LP | FMV | $10,575,111 | $10,575,111 |
| WEST FACE LONG TERM | |||
| OPPORTUNITIES FUND LTD | FMV | $1,210,337 | $1,210,337 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt |
|---|---|
| REVIEW OF CONTRACTS | $24,327 |
| AND AGREEMENTS |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST/DIVIDEND RECEIVABLE | $29,917 | $117,912 | $117,912 |
| INVESTMENT RECEIVABLE | $9,027,058 | $7,488,431 | $7,488,431 |
| OTHER RECEIVABLE | $512,359 | $17,775 | $17,775 |
| LOAN-WAI'ANAE COMMUNITY REDEV | $236,084 | $236,084 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $16,461,625 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $1,076 | $170 | $912 |
| CONSULTANTS | $2,186,442 | $2,120,865 | |
| DEFERRED FEDERAL EXCISE TAX | -$163,006 | ||
| DUES & SUBSCRIPTIONS | $6,264 | $959 | $5,145 |
| MATERIAL AND SUPPLIES | $12,755 | $2,426 | $13,012 |
| MEDIA AND MEMBERSHIP | $29,480 | $29,480 | |
| OPERATIONS | $22,894 | $3,599 | $19,305 |
| PERMIT & SERVICE FEES | $2,444 | $384 | $2,060 |
| SCH K-1 PARTNERSHIP EXPENSES | $780,983 | ||
| STORAGE | $1,176 | $185 | $991 |
| TECH SUPPORT | $33,212 | $5,219 | $27,791 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SCH K-1 PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $344,512 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc |
|---|
| CAFETERIA PLAN |
| 401(K) PLAN |
| UNITRUST PAYMENT |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT SERVICES | $478,861 | $479,563 | |
| OTHER PROFESSIONAL FEES | $130,545 | $20,514 | $70,667 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE & UBTI TAX | $314,594 | |
| FOREIGN TAX PAID | $81,377 |