BELLA VISTA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BELLA VISTA FOUNDATION (EIN 94-3345967)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349102877
- Schema version
- 2019v5.1
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T14:05:11-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943345967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLA VISTA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET NO 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN K CASEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2020-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA CASSINELLI | PreparerPersonNm |
| PTIN | P01976621 | PTIN |
| Phone | 4088556770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.62.180.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-26 | IPDt |
| IP Tm | 17:17:13 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EFE577F76247A8229C67349CC569CC8661C3C51E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,972,367 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $44,735 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,271 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $232,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,288,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,007,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,096,430 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$295,940 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,333,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,080,675 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,813 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,681 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,450 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,907 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,144 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,072 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $524,083 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $127,643 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $352,391 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,454 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $845 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,072 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,122 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $230 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $626,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,543 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $382,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,148,864 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,582,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,775,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,543 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,964,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,441,938 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,928,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,282,599 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,097,884 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,097,884 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,000,016 | AcctRcvblAmt |
| Acct Rcvbl BOY | $130 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,000,016 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,000,016 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,421 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,484 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,484 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,881,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,007,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,007,854 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,356,141 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,438,513 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,438,513 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $33,333,541 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,424,616 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,424,616 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,856,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,972,367 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,972,367 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,175 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,253 | AccountsPayableEOYAmt |
| Grants Payable BOY | $830,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,841,614 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $216,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $453,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,047,175 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,298,867 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $52,809,674 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $78,673,500 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,809,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,673,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,856,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,972,367 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,809,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,441,938 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,480,764 | OtherIncreasesAmt |
| Subtotal | $78,848,500 | SubtotalAmt |
| Other Decreases | $175,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,673,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| HCP EQUITIES AND FIXED INCOME | 2017-01-01 | 2019-12-31 | $13,694,323 | $13,625,625 | $68,698 | $68,698 | |
| HCP PRIVATE EQUITY FUND LP | 2017-01-01 | 2019-12-31 | $209,670 | -$209,670 | -$209,670 | P | |
| HCP PRIVATE EQUITY FUND II LP | 2017-01-01 | 2019-12-31 | $75,619 | -$75,619 | -$75,619 | P | |
| GENERATION IM GLOBAL EQUITY FUND LLC | 2017-01-01 | 2019-12-31 | $1,059,156 | $1,059,156 | $1,059,156 | P | |
| WGI EMERGING MARKETS FUND LLC | 2017-01-01 | 2019-12-31 | $184,109 | $184,109 | $184,109 | P | |
| HCP ABSOUTE RETURN FUND LP | 2017-01-01 | 2019-12-31 | $770,806 | $770,806 | $770,806 | P | |
| HCP PRIVATE EQUITY FUND LP III | 2017-01-01 | 2019-12-31 | $72,257 | $72,257 | $72,257 | P | |
| HCP PRIVATE EQUITY FUND LP IV | 2017-01-01 | 2019-12-31 | $124,330 | $124,330 | $124,330 | P | |
| HCP PRIVATE EQUITY FUND LP V | 2017-01-01 | 2019-12-31 | $175,865 | $175,865 | $175,865 | P | |
| VALUEACT | 2017-01-01 | 2019-12-31 | $108,505 | $108,505 | $108,505 | P | |
| STEADFAST | 2017-01-01 | 2019-12-31 | $3,005 | $3,005 | $3,005 | P | |
| SRI REIT 10 | 2017-01-01 | 2019-12-31 | $51,264 | $51,264 | $51,264 | P | |
| HCP SPECIAL OPPORTUNITIES FUND OFFSHORE LP | 2017-01-01 | 2019-12-31 | $291,376 | $291,376 | $291,376 | P | |
| HCP PRIVATE EQUITY FUND LP VII | 2017-01-01 | 2019-12-31 | $208,063 | $208,063 | $208,063 | P | |
| HCI FC | 2017-01-01 | 2019-12-31 | $44,233 | $44,233 | $44,233 | P | |
| CAPITAL GAINS DIVIDENDS | $1,220,052 | $1,220,052 | $1,220,052 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,096,430 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,952,914 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $73,330,032 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,663,741 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $52,957,867 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050299 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,696,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,932,527 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051923 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,552,774 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $59,191,184 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043128 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,545,026 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,018,245 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055305 | DistributionYr5Rt |
| Total Distribution | 0.240924 | TotalDistributionRt |
| Average Distribution | 0.048185 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $53,914,623 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,597,876 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,281 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,637,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,964,760 | 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 | $39,281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,094 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $19,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,094 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,813 | OverpaymentAmt |
| Applied To ES Tax | $19,813 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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.BELLAVISTAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | AUDIT CHAIR | 1.00 | $0 | $0 | $0 |
| JEAN K CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN KIRKWOOD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| SUSAN KOE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KATHERINE CASEY JOINER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COREY KIRKWOOD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 1.00 | $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 |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT SERVICES | $422,869 |
| HALL CAPITAL LLC | |||||
| ONE MARITIME PLAZA FIFTH FLOOR | SAN FRANCISCO | CA | 94111 | INVESTMENT FEES | $83,594 |
| 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 | $54,039,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $695,828 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,735,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,735,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $821,035 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,914,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,695,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,695,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,281 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $705 | IncomeTaxAmt |
| Total Tax | $39,986 | TotalTaxAmt |
| Distributable Before Adj | $2,655,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,655,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,655,745 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,964,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,964,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $39,281 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,925,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,655,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $290,061 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $141,171 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,610 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $210,403 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $726,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,964,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,655,745 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $309,015 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,035,260 | 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 | $290,061 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $745,199 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $141,171 | ExcessFromYear3Amt |
| Excess From Year2 | $84,610 | ExcessFromYear2Amt |
| Excess From Year1 | $210,403 | ExcessFromYear1Amt |
| Excess From Current Year | $309,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNIE YATES SENIOR PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN FORESTS | |||||||
| 1220 L ST NW STE 750 | WASHINGTON | DC | 20005 | 501(C)(3) PUBLIC CHA | PARTNERSHIP FOR WATERSHED RECOVERY AND RESILIENCY ON THE AMERICAN RIVER | $100,000 | |
| AMERICAN RIVER CONSERVANCY | |||||||
| PO BOX 562 | COLOMA | CA | 95613 | 501(C)(3) PUBLIC CHA | AMERICAN RIVER HEADWATERS RESTORATION PROJECT - PRESCRIBED FIRE AND ECOLOGICAL FORESTRY | $20,000 | |
| AMERICAN RIVERS INC | |||||||
| 120 UNION ST | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | CONSERVING YUBA FISH AND FORESTS | $50,000 | |
| BUCKELEW PROGRAMS | |||||||
| 1401 LOS GAMOS DRIVE SUITE 240 | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | HEALTHY FAMILIES MARIN | $85,000 | |
| CALIFORNIA TROUT | |||||||
| 360 PINE STREET 4TH FLOOR | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | TO RESTORE HABITAT CONDITIONS IN THE SCOTT AND SHASTA RIVER WATERSHEDS IN PREPARATION FOR THE REMOVAL OF FOUR KLAMATH DAMS IN 2021 | $80,000 | |
| CANAL ALLIANCE | |||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | COMPAERAS PROGRAM FOR AT-RISK PREGNANT LATINAS | $30,000 | |
| CANDID | |||||||
| 360 22ND STREET SUITE 500 | OAKLAND | CA | 94612 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT | $4,000 | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | 501(C)(3) PUBLIC CHA | BABY STEPS | $50,000 | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | 501(C)(3) PUBLIC CHA | NEW BEGINNINGS | $65,000 | |
| CENTRAL OREGON FOREST STEWARDSHIP FOUNDATION | |||||||
| 334 NE HAWTHORNE AVE | BEND | OR | 97701 | 501(C)(3) PUBLIC CHA | BUILDING PUBLIC SUPPORT, SOCIAL LICENSE AND INTERNAL TRUST FOR FOREST RESTORATION | $35,000 | |
| CENTRAL OREGON LANDWATCH | |||||||
| 50 SW BOND ST SUITE 4 | BEND | OR | 97702 | 501(C)(3) PUBLIC CHA | UPPER DESCHUTES RIVER INITIATIVE | $40,000 | |
| COMMUNITY HEALTH AWARENESS COUNCIL | |||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 501(C)(3) PUBLIC CHA | STRONG FAMILIES FROM THE START | $25,000 | |
| COMMUNITY INITIATIVES | |||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT FOR BAY AREA EARLY CHILDHOOD FUNDERS | $4,000 | |
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | |||||||
| 2211 PALM AVE | SAN MATEO | CA | 94403 | 501(C)(3) PUBLIC CHA | BILINGUAL SUPPORT GROUPS FOR VICTIMS OF DOMESTIC VIOLENCE AND TRAUMA-INFORMED SERVICES | $40,000 | |
| DESCHUTES RIVER CONSERVANCY | |||||||
| 700 NW HILL STREET SUITE 1 | BEND | OR | 97701 | 501(C)(3) PUBLIC CHA | WATER MARKETING PROGRAM DEVELOPMENT FOR STREAMFLOW RESTORATION IN THE DESCHUTES RIVER | $60,000 | |
| EARTHWATCH INSTITUTE INC | |||||||
| 1380 SOLDIERS FIELD ROAD | BOSTON | MA | 02135 | 501(C)(3) PUBLIC CHA | SIERRA TO SEA | $40,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | STRENGTHENING FAMILIES THROUGH A COMPREHENSIVE CONTINUUM OF SUPPORT | $40,000 | |
| GOOD SAMARITAN FAMILY RESOURCE CENTER | |||||||
| 1294 POTRERO AVE | SAN FRANCSICO | CA | 94110 | 501(C)(3) PUBLIC CHA | ENHANCED PARENTING | $50,000 | |
| GUM MOON RESIDENCE HALL | |||||||
| 940 WASHINGTON STREET | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | EARLY CHILDHOOD DEVELOPMENT AND PARENT SUPPORT PROGRAM | $40,000 | |
| HAMILTON FAMILIES | |||||||
| 273 9TH STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | HAMILTON FAMILIES CHILDREN AND YOUTH SERVICES FOR CHILDREN AGES 0-3 AND THEIR PARENTS | $50,000 | |
| HOMELESS PRENATAL PROGRAM INC | |||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | WELLNESS CENTER | $50,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | EARLY CHILDHOOD MENTAL HEALTH -- MARIN COUNTY | $20,000 | |
| KLAMATH BIRD OBSERVATORY | |||||||
| PO BOX 758 | ASHLAND | OR | 97520 | 501(C)(3) PUBLIC CHA | INFORMING OAK AND ASPEN RESTORATION IN THE SCOTT RIVER WATERSHED | $35,000 | |
| LA CASA DE LAS MADRES | |||||||
| 1269 HOWARD STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | FAMILY SUPPORT PROGRAMS FOR DOMESTIC-VIOLENCE VICTIMS | $30,000 | |
| LEARNING AND LOVING EDUCATION CENTER | |||||||
| 16890 CHURCH STREET 16 | MORGAN HILL | CA | 95037 | 501(C)(3) PUBLIC CHA | CONNECTING IMMIGRANT INFANTS AND FAMILIES | $25,000 | |
| MATTOLE RESTORATION COUNCIL | |||||||
| PO BOX 160 | PETROLIA | CA | 95558 | 501(C)(3) PUBLIC CHA | TO CONTINUE STREAMFLOW ENHANCEMENT, LAND CONSERVATION, AND COMMUNITY-BASED RESTORATION | $62,000 | |
| MID KLAMATH WATERSHED COUNCIL | |||||||
| PO BOX 409 | ORLEANS | CA | 95556 | 501(C)(3) PUBLIC CHA | WESTERN KLAMATH RESTORATION PARTNERSHIP | $50,000 | |
| MOUNT ST JOSEPH - ST ELIZABETH (EPIPHANY CENTER) | |||||||
| 100 MASONIC AVENUE | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | PARENT-CHILD CENTER | $40,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT | $4,250 | |
| ODD FELLOW-REBEKAH CHILDRENS HOME OF CALIFORNIA | |||||||
| 290 IOOF AVE | GILROY | CA | 95020 | 501(C)(3) PUBLIC CHA | FOR THE RESILIENT FAMILY PROGRAM TO HELP PARENTS AND CAREGIVERS BUILD HEALTHY ATTACHMENT | $60,000 | |
| OREGON WILD | |||||||
| 5825 NORTH GREELEY | PORTLAND | OR | 97217 | 501(C)(3) PUBLIC CHA | RESTORING ECOSYSTEMS IN THE UPPER DESCHUTES AND JOHN DAY BASINS | $20,000 | |
| PARENT SERVICES PROJECT INC | |||||||
| 79 BELVEDERE STREET 101 | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | STRENGTHENING FAMILIES | $50,000 | |
| POINT BLUE CONSERVATION SCIENCE | |||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | 501(C)(3) PUBLIC CHA | COLLABORATIVE CLIMATE-SMART RESTORATION OF SIERRA MEADOWS | $50,000 | |
| PUENTE DE LA COSTA SUR | |||||||
| PO BOX 554 | PESCADERO | CA | 94060 | 501(C)(3) PUBLIC CHA | EARLY CHILDHOOD EDUCATION | $55,000 | |
| RAPE TRAUMA SERVICES | |||||||
| 1860 EL CAMINO REAL SUITE 406 | BURLINGAME | CA | 94010 | 501(C)(3) PUBLIC CHA | BUILDING HEALTHY FAMILIES | $15,000 | |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 SOUTH 1ST STREET | SAN JOSE | CA | 95110 | 501(C)(3) PUBLIC CHA | RESILIENT FAMILIES PROGRAM FOR FAMILIES WITH INFANTS | $55,000 | |
| SAFE & SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | FOR GENERAL SUPPORT TO HELP STRENGTHEN PROTECTIVE FACTORS FOR FAMILIES WITH YOUNG CHILDREN | $50,000 | |
| SAN FRANCISCO GENERAL HOSPITAL FOUNDATION | |||||||
| 2789 25TH ST | SAN FRANCISCO | CA | 94141 | 501(C)(3) PUBLIC CHA | PRISM PERINATAL RESOURCE PROGRAM | $25,000 | |
| SAN JOSE GRAIL FAMILY SERVICES | |||||||
| 2003 E SAN ANTONIO ST | SAN JOSE | CA | 95116 | 501(C)(3) PUBLIC CHA | BIRTH & BEYOND FAMILY EMPOWERMENT PROGRAM | $40,000 | |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | REDWOODS TO THE SEA CORRIDOR FOREST RESILIENCE PROJECT | $16,000 | |
| SCOTT RIVER WATER TRUST | |||||||
| PO BOX 591 | ETNA | CA | 96027 | 501(C)(3) PUBLIC CHA | WATER DEDICATION DEVELOPMENT IN THE SCOTT RIVER BASIN: 2019 | $24,000 | |
| SIERRA STREAMS INSTITUTE | |||||||
| 13075 WOOLMAN LANE | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | DEER CREEK RANCH RIPARIAN RESTORATION PROJECT | $43,000 | |
| SISKIYOU LAND TRUST | |||||||
| PO BOX 183 | MT SHASTA | CA | 96067 | 501(C)(3) PUBLIC CHA | SCOTT RIVER HEADWATERS FOREST CE PROJECT | $20,000 | |
| SOMOS MAYFAIR INC | |||||||
| 370B S KING RD | SAN JOSE | CA | 95116 | 501(C)(3) PUBLIC CHA | TO SUPPORT PROGRAMMING FOCUSED ON CREATING A THRIVING AND LITERACY RICH HOME ENVIRONMENT | $65,000 | |
| SOUTH COUNTY COMMUNITY HEALTH CENTER | |||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | RAVENSWOOD FAMILY HEALTH CENTER'S CENTERING PREGNANCY PROGRAM | $50,000 | |
| SOUTH YUBA RIVER CITIZENS LEAGUE | |||||||
| 313 RAILROAD AVE SUITE 101 | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | LOWER YUBA RIVER CONSERVATION AND RESTORATION | $30,000 | |
| STARVISTA | |||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | ECMHC SANTA CLARA COUNTY | $35,000 | |
| STARVISTA | |||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | ECMHC & HEALTHY HOMES SAN MATEO COUNTY | $60,000 | |
| THE FRESHWATER TRUST | |||||||
| 700 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | 501(C)(3) PUBLIC CHA | COORDINATED RESTORATION IMPLEMENTATION AND FUNDING PROGRAM FOR THE JOHN DAY BASIN | $120,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| SAN FRANCISCO GENERAL HOSPITAL 3333 | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | PERINATAL MENTAL HEALTH PROJECT AT ZUCKERBERG SAN FRANCISCO GENERAL HOSPITAL (ZSFG) | $50,000 | CALFORNIA STREET SUITE 315 |
| THE SIERRA FUND | |||||||
| 103 PROVIDENCE MINE ROAD SUITE 101 | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | HEADWATER MERCURY SOURCE REDUCTION | $45,000 | |
| THE TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | 501(C)(3) PUBLIC CHA | SIERRA FOREST LEGACY'S PROJECT OF INCREASING FOREST RESILIENCE AND CONSERVING BIODIVERSITY | $35,000 | |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREETSUITE 900 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | FOR THE NORTHERN SIERRA PROGRAM TO STRATEGICALLY CONSERVE THE REGIONS FORESTS | $120,000 | |
| THE WILD SALMON CENTER | |||||||
| 721 NW 9TH AVENUE SUITE 300 | PORTLAND | OR | 97209 | 501(C)(3) PUBLIC CHA | RESTORING SPRING CHINOOK TO THE MID-KLAMATH, SALMON, SCOTT, AND SHASTA RIVERS | $40,000 | |
| TROUT UNLIMITED | |||||||
| 4221 HOLLIS ST | EMERYVILLE | CA | 94608 | 501(C)(3) PUBLIC CHA | STREAM HABITAT AND CONNECTIVITY PLANNING AND RESTORATION IN THE UPPER DESCHUTES BASIN AND YUBA RIVER WATERSHED | $40,000 | |
| US ENDOWMENT FOR FORESTRY AND COMMUNITIES | |||||||
| 908 E NORTH STREET | GREENVILLE | SC | 95818 | 501(C)(3) PUBLIC CHA | BLUE FOREST CONSERVATION - FOREST RESILIENCE BOND | $40,000 | |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 1216 LINCOLN STREET SUITE 340 | EUGENE | OR | 97401 | 501(C)(3) PUBLIC CHA | FOR CONTINUED SUPPORT OF COLLABORATIVE EFFORTS TO RESTORE ECOSYSTEM FUNCTIONALITY | $60,000 | |
| WU YEE CHILDREN'S SERVICES | |||||||
| 827 BROADWAY STREET | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | TO SUPPORT THE JOY LOK FAMILY RESOURCE CENTERS PLAYGROUPS, SUPPORT GROUPS, PARENTING EDUCATION CLASSES, AND CASE MANAGEMENT SERVICES | $35,000 | |
| YMCA OF SAN FRANCISCO | |||||||
| 50 CALIFORNIA STREET SUITE 650 | SAN FRANCISCO | CA | 94111 | 501(C)(3) PUBLIC CHA | FOR THE EXPANDING HORIZONS PROGRAM THAT STRENGTHENS THE PARENTING SKILLS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,582,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | EARLY LITERACY PROGRAMS | $90,000 | |
| CALIFORNIA TROUT | |||||||
| 360 PINE STREET 4TH FLOOR | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | TO RESTORE HABITAT CONDITIONS IN THE SCOTT AND SHASTA RIVER WATERSHEDS IN PREPARATION FOR THE REMOVAL OF FOUR KLAMATH DAMS IN 2021 | $80,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | STRENGTHENING FAMILIES THROUGH A COMPREHENSIVE CONTINUUM OF SUPPORT | $80,000 | |
| GOOD SAMARITAN FAMILY RESOURCE CENTER | |||||||
| 1294 POTRERO AVE | SAN FRANCSICO | CA | 94110 | 501(C)(3) PUBLIC CHA | ENHANCED PARENTING | $100,000 | |
| HOMELESS PRENATAL PROGRAM INC | |||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | WELLNESS CENTER | $100,000 | |
| JUMPSTART FOR YOUNG CHILDREN INC | |||||||
| 235 MONTGOMERY STREET SUITE 1025 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | JUMPSTART SAN FRANCISCO | $100,000 | |
| LARKIN STREET YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | BEHAVIORAL HEALTH SERVICES FOR HOMELESS YOUTH | $120,000 | |
| ODD FELLOW-REBEKAH CHILDRENS HOME OF CALIFORNIA | |||||||
| 290 IOOF AVE | GILROY | CA | 95020 | 501(C)(3) PUBLIC CHA | FOR THE RESILIENT FAMILY PROGRAM TO HELP PARENTS AND CAREGIVERS BUILD HEALTHY ATTACHMENT | $60,000 | |
| POINT BLUE CONSERVATION SCIENCE | |||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | 501(C)(3) PUBLIC CHA | COLLABORATIVE CLIMATE-SMART RESTORATION OF SIERRA MEADOWS | $100,000 | |
| READING PARTNERS | |||||||
| 180 GRAND AVENUE SUITE 800 | OAKLAND | CA | 94612 | 501(C)(3) PUBLIC CHA | INDIVIDUALIZED READING TUTORING FOR SAN FRANCISCO STUDENTS | $50,000 | |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 501(C)(3) PUBLIC CHA | RESILIENT FAMILIES PROGRAM FOR FAMILIES WITH INFANTS (RFP-INFANTS) | $110,000 | |
| SAFE & SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | FOR GENERAL SUPPORT | $50,000 | |
| SAN JOSE GRAIL FAMILY SERVICES | |||||||
| 2003 E SAN ANTONIO ST | SAN JOSE | CA | 95116 | 501(C)(3) PUBLIC CHA | BIRTH & BEYOND FAMILY EMPOWERMENT PROGRAM | $80,000 | |
| SOMOS MAYFAIR INC | |||||||
| 370-B S KING RD | SAN JOSE | CA | 95116 | 501(C)(3) PUBLIC CHA | TO SUPPORT PROGRAMMING FOCUSED ON CREATING A THRIVING AND LITERACY RICH HOME ENVIRONMENT | $65,000 | |
| TANDEM PARTNERS IN EARLY LEARNING | |||||||
| 1275 FAIRFAX AVENUE SUITE 201 | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | TANDEMS EARLY LEARNING EVERYWHERE PROGRAM | $35,000 | |
| THE FRESHWATER TRUST | |||||||
| 700 SW TAYLOR ST SUITE 200 | PORTLAND | OR | 97205 | 501(C)(3) PUBLIC CHA | COORDINATED RESTORATION IMPLEMENTATION AND FUNDING PROGRAM FOR THE JOHN DAY BASIN | $240,000 | |
| THE SIERRA FUND | |||||||
| 103 PROVIDENCE MINE ROAD SUITE 101 | NEVADA CITY | CA | 95959 | 501(C)(3) PUBLIC CHA | HEADWATER MERCURY SOURCE REDUCTION | $90,000 | |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREET SUITE 900 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | FOR THE NORTHERN SIERRA PROGRAM TO STRATEGICALLY CONSERVE THE REGIONS FORESTS | $120,000 | |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 120 SHELTON MCMURPHEY BLVD SUITE | EUGENE | OR | 97401 | 501(C)(3) PUBLIC CHA | FOR CONTINUED SUPPORT OF COLLABORATIVE EFFORTS TO RESTORE ECOSYSTEM FUNCTIONALITY | $120,000 | 340 |
| WU YEE CHILDREN'S SERVICES | |||||||
| 827 BROADWAY STREET | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | TO SUPPORT THE JOY LOK FAMILY RESOURCE CENTERS PLAYGROUPS, SUPPORT GROUPS, PARENTING EDUCATION CLASSES, AND CASE MANAGEMENT SERVICES | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,825,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,735 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,288,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,333,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,333,485 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $36,907 | Amt |
| Net Investment Income | $22,144 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,072 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE GEORGIANA G STEVENS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR?S UNDISTRIBUTED INCOME AND THE AMOUNT NEEDED TO SATISFY THE CURRENT YEAR DISTRIBUTION REQUIREMENTS AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $16,438,513 | EOYBookValueAmt |
| EOYFMV | $16,438,513 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $13,007,854 | EOYBookValueAmt |
| EOYFMV | $13,007,854 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $43,424,616 | BookValueAmt |
| EOYFMV | $43,424,616 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $16,813 | LegalFeesAmt |
| Net Investment Income | $1,681 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,450 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED TAX LIABILITY | Desc |
| Amt | $175,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,292 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $750 | $150 | $525 |
| BANK FEES | $80 | $80 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| K-1 TAX/BOOK DIFFERENCE OTHER INCOME | $101,025 |
| K-1 TAX/BOOK DIFFERENCE DEDUCTION | -$128,897 |
| K-1 TAX/BOOK DIFFERENCE MANAGEMENT FEES | -$268,068 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN IN INVESTMENTS | $7,960,406 |
| TRANSFER OF ASSETS FROM MERGER | $20,520,358 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $216,000 | BOYBookValueAmt |
| EOY Book Value | $453,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $83,594 | $83,594 | $0 |
| FOUNDATION MANAGEMENT FEES | $422,869 | $42,287 | $338,295 |
| CONSULTANT | $17,620 | $1,762 | $14,096 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $37,000 | $0 | $0 |
| FRANCHISE TAX BOARD | $180 | $0 | $0 |
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