2020-11-16T13:15:43-06:00 2019-12-31 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2019-01-01 205253663 BENEFICIAL STATE FOUNDATION BENE 5104636560 1438 WEBSTER STREET NO 300 OAKLAND CA 94612 ERIN KILMER NEEL EXECUTIVE DIRECTOR & CIO 5104636560 2020-11-12 1 MAGA E KISRIEV P01008919 4157810793 73.202.45.94 2020-11-12 17:18:52 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C025656BECDDFD3887BB8F0FBE1CE97228DB785C 2019 2021-01-29 14:40:06Z ERIN KILMER NEEL 1438 WEBSTER STREET NO 300 OAKLAND CA 94612 5533095 0 X WWW.BENEFICIALSTATE.ORG X 2006 DE TO COMBAT ECONOMIC DISTRESS AND ENCOURAGE COMMUNITY DEVELOPMENT. 6 6 31 8 0 0 21557882 5532079 5637 466 218 550 35 0 21563772 5533095 1357554 1657057 0 0 1421965 2606371 0 0 0 785094 993915 3564613 5257343 17999159 275752 112496822 113005036 738780 971242 111758042 112033794 TO CREATE, GUIDE, AND PROMOTE A BENEFICIAL BANKING MODEL THAT TRANSFORMS THE BANKING INDUSTRY; WE ACCELERATE THE TRANSFORMATION BY ATTRACTING HUMAN, FINANCIAL, AND INTELLECTUAL CAPITAL TO BENEFICIAL BANKING. 0 0 2911567 271124 466 SUPPORT BRIDGE HOUSING CORPORATION AND TIDES FOUNDATION, INCLUDING, BUT NOT LIMITED TO, PROGRAMS AND GRANTS TO COMBAT ECONOMIC DISTRESS AND ENCOURAGE COMMUNITY DEVELOPMENT, ENCOURAGE FINANCIAL LITERACY, PROMOTE AFFORDABLE HOUSING, AND ELIMINATE DISCRIMINATION BY PROMOTING THE PROVISION OF LOANS AND INVESTMENTS, INCLUDING CONSUMER LOANS AND MICRO AND SMALL BUSINESS LOANS, AND DEPOSITORY SERVICES FOR DISADVANTAGED COMMUNITIES AND COMMUNITY SERVICE ORGANIZATIONS, AND BY ANY OTHER MEANS DETERMINED TO BE APPROPRIATE BY THE BOARD. 1334609 1385933 0 SUPPORT CLEAN VEHICLE ASSISTANCE PROGRAM, INCLUDING, BUT NOT LIMITED TO, PROGRAMS AND GRANTS TO HELP LOWER-INCOME CALIFORNIA RESIDENTS PURCHASE A NEW OR USED HYBRID OR ELECTRIC VEHICLE. IN PARTNERSHIP WITH CALIFORNIA CLIMATE INVESTMENTS (A PROGRAM OF THE CALIFORNIA AIR RESOURCES BOARD), THE COLLECTIVE GOAL IS TO MAKE ENVIRONMENTALLY FRIENDLY VEHICLES ACCESSIBLE AND AFFORDABLE TO ALL. 4246176 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 17 0 1 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ERIN KILMER NEEL 5104636560 1438 WEBSTER STREET SUITE 300 OAKLAND CA 94612 ROBERT WILKINS PRESIDENT 0.50 0.00 X X 0 0 0 KAT TAYLOR PRESIDENT (THRU 7/9/2019) 0.50 0.00 X X 0 0 0 TOM STEYER SECRETARY/TREASURER (THRU 7/9/2019) 0.50 0.00 X X 0 0 0 KRISS DEIGLMEIER BOARD DIRECTOR 0.50 0.00 X 0 0 0 ELMY BERMEJO BOARD DIRECTOR 0.50 0.00 X 0 0 0 ANGELA GLOVER DAVIS BOARD DIRECTOR 0.50 0.00 X 0 0 0 CYNTHIA PARKER BOARD DIRECTOR 0.50 0.00 X 0 0 0 MAURICIO MILLER BOARD DIRECTOR 0.50 0.00 X 0 0 0 ERIN KILMER NEEL EXECUTIVE DIRECTOR AND CIO 40.00 0.00 X 222412 0 13734 ANNE BAKKE CLAYBAUGH SECRETARY/TREAS./VP, OPS & FINANCE 40.00 0.00 X 118912 0 15278 KATHERINE ASTAIRE ROOD ORG DEVELOPMENT AND CULTURE DIRECTOR 40.00 0.00 X 116942 0 13712 EMMA GUTTMAN-SLATER POLICY ADVOCACY & FIELD BUILDING DIRECTOR 40.00 0.00 X 113598 0 13646 JHANA TAYLOR VALENTINE PROGRAM DIRECTOR 40.00 0.00 X 103379 0 14094 MARITES BRAVO ARES INDUSTRY RELATIONS & PARTNERSHIP DIRECTOR 40.00 0.00 X 102859 0 13226 MARIA KEI OLDIGES SOCIAL IMPACT RESEARCH & EVAL. DIR 40.00 0.00 X 101001 0 13712 879103 0 97402 7 0 1 0 FARELLA BRAUN MARTEL LLP 235 MONTGOMERY ST SAN FRANCISCO CA 94104 LEGAL SERVICES 256809 1 2627632 2904447 5532079 PROGRAM INCOME 900099 466 466 466 550 550 5533095 466 0 550 271124 271124 1385933 1385933 370336 303440 66896 1702515 1429999 272516 77845 30138 47707 282758 237300 45458 172917 142094 30823 257790 33643 224147 93669 8898 84771 196619 165751 30868 20624 20624 46809 33397 13412 86258 70971 15287 145324 15926 129398 47127 26647 20480 8263 6203 2060 8532 8532 7132 7132 MEMBERSHIP DUES 31570 31570 SURVEY, TRANSPARENCY, E 22836 22836 PROFESSIONAL DEVELOPMEN 8541 8541 UBI TAXES 4600 4600 8221 2550 5671 5257343 4246176 1011167 0 412264 2137109 131855 229056 1350146 0 8789 3241 147635 97715 8058 49920 110585710 110585710 112496822 113005036 62539 193972 0 777270 676241 0 738780 971242 X 111611442 111887194 146600 146600 111758042 112033794 112496822 113005036 275752 0 X 0 0 0 X X X 2 TIDES FOUNDATION 510198509 7 1 260000 0 BRIDGE HOUSING CORPORATION 942827909 7 1 0 0 2 260000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, QUESTION 6: 1. COMMUNITY FOUNDATION SONOMA 2,577 2. NORTH BAY ORGANIZATION GROUP 2,596 3. NETWORK FOR GOOD 2,575 4. WORLD CENTRAL KITCHEN 2,625 5. GIRLVENTURES 250 6. WRITE AROUND PORTLAND 250 7. URBAN UNIVERSITY 250 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109 772 881 5251762 5252643 412632 103158 0 0 262530 328231 412632 1003393 1505090 2613 668 881 4162 65633 82058 103158 250849 376274 236 109 345 130549 91859 38690 17086 5856 11230 49920 RESTRICTED HOLDINGS IN BENEFICIAL STATE BANCORP, INC. 110485710 C INVESTMENT IN GABV SAPPHIRE FUND 100000 C 110585710 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 MISSION RELATED INVESTMENT N/A 100000 0 0 0 0 0 0 100000 0 100000 0 0 1 0 0 0 PART III ACCOUNTING METHOD: 1 TIDES FOUNDATION 1012 TORNEY AVE SAN FRANCISCO CA 94129 510198509 501(C)(3) 260000 FOR DISBURSEMENT OF SPONSORSHIP FUNDS TO NON-PROFITS 1 0 HYBRID OR ELECTRIC VEHICLE PURCHASE ASSISTANCE 235 1300738 FELLOWSHIP STIPENDS 6 85195 PART I, LINE 2: BENEFICIAL STATE FOUNDATION ESTABLISHED A COLLECTIVE ACTION FUND AT THE TIDES FOUNDATION TO PROVIDE SPONSORSHIP SUPPORT OF EVENTS THAT PROMOTE THE PURPOSES OF BENEFICIAL STATE FOUNDATION AND ITS SUPPORTED ORGANIZATIONS, TIDES FOUNDATION AND BRIDGE HOUSING. THE SPONSORSHIPS ARE RECOMMENDED BY STAFF AT BENEFICIAL STATE FOUNDATION. THE TIDES FOUNDATION FORWARDS THESE RECOMMENDATIONS TO A COMMITTEE COMPRISED OF BOARD DIRECTORS APPOINTED BY THE TIDES FOUNDATION FOR APPROVAL. X 0 0 X X X 0 0 0 0 0 0 0 0 0 ERIN KILMER NEEL EXECUTIVE DIRECTOR AND CIO 210583 0 9516 0 2313 0 12774 0 960 0 236146 0 0 0 PART I, LINE 1A FRINGE BENEFITS WERE PROVIDED MONTHLY TO ALL STAFF TO OFFSET WELLNESS & COMMUTE-RELATED EXPENSES. ALL STAFF RECEIVED THE SAME AMOUNT IN FRINGE BENEFITS. THE BENEFITS WERE TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEES. PART I, LINE 1B: THE FOUNDATION PAID GYM MEMBERSHIP DUES DIRECTLY TO THE CLUBS. FORM 990, PART VI, SECTION A, LINE 2 KAT TAYLOR AND TOM STEYER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE BOARDS OF THE SUPPORTED ORGANIZATIONS APPOINT THE MAJORITY OF THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS PROVIDE FOR RESERVED POWERS TO APPROVE CERTAIN ACTIONS, INCLUDING DEBT OBLIGATIONS, CHANGES TO THE BYLAWS, OR SIMILAR ISSUES. DECISIONS WHERE POWERS ARE RESERVED MUST BE APPROVED BY THE BOARD OF DIRECTORS OF EACH OF THE TWO SUPPORTED ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE TREASURER. THE TREASURER FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND FORWARD THEIR QUESTIONS TO THE TREASURER. EITHER THE TREASURER OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C UNDER THE POLICY, ALL INTERESTED PERSONS ARE COVERED. AN INTERESTED PERSON INCLUDES A DIRECTOR, AN OFFICER, AN EXECUTIVE DIRECTOR, A HIGHLY COMPENSATED EMPLOYEE, A SUBSTANTIAL CONTRIBUTOR, OR A MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. AFTER DETERMINING THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD SHALL DELIBERATE THE MATTER AND THE POTENTIALLY INTERESTED PERSON SHALL RECUSE HIM OR HERSELF. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION BOARD USES MARKET STUDIES, SUCH AS THE COUNCIL ON FOUNDATIONS' WAGE AND BENEFIT REPORT, TO SET BENEFITS PACKAGES FOR OFFICERS AND KEY EMPLOYEES. BOARD OF DIRECTORS DO NOT RECEIVE BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN SEC. 6104(D). BRIDGE HOUSING CORP 345 SPEAR STREET NO 700 SAN FRANCISCO CA 94105 942827909 HOUSING ASSISTANCE CA 501(C)(3) LINE 7 N/A 0 TIDES FOUNDATION BOX 29903 SAN FRANCISCO CA 941290903 510198509 GRANTMAKING CA 501(C)(3) LINE 7 N/A 0 TOMKAT FOUNDATION 111 SUTTER STREET 10TH FLOOR SAN FRANCISCO CA 94104 205730928 GRANTMAKING CA 501(C)(3) PF BENEFICIAL STATE FOUNDATION 1 BENEFICIAL STATE BANCORP INC 1438 WEBSTER STREET STE 100 OAKLAND CA 94612 203814367 BANKING & FINANCIAL SERVICES CA BENEFICIAL STATE FOUNDATION C 0 BENEFICIAL STATE BANK 1438 WEBSTER STREET STE 100 OAKLAND CA 94612 203814367 BANKING & FINANCIAL SERVICES CA BENEFICIAL STATE BANCORP INC C 0 ALBINA COMMUNITY BANK 2002 NE MLK JR BLVD PORTLAND OR 97212 BANKING & FINANCIAL SERVICES OR BENEFICIAL STATE BANCORP INC C 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 BENEFICIAL STATE BANK D 121965 12% OF TOTAL LOAN BENEFICIAL STATE BANK N 144738 RENTAL CONTRACTS SCHEDULE R, PART IV, COLUMN (H) AS OF DECEMBER 31, 2019, THE HOLDINGS CONSIST OF CLASS B NON-VOTING COMMON STOCK, WHICH REPRESENTS ALL OUTSTANDING SHARES OF CLASS B STOCK AND SERIES A PREFERRED STOCK. THE CLASS B SHARES HAVE PREFERENCE TO ANY DECLARATION OR PAYMENT OF DIVIDENDS; HOWEVER, THESE DIVIDENDS ARE NOT CUMULATIVE.