BELLA VISTA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BELLA VISTA FOUNDATION (EIN 94-3345967)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-23
- IRS object ID
- 202502969349100865
- Schema version
- 2024v5.2
- 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
- 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 | 2025-10-23T10:50:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 STE A | 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 | 2024-01-01 | 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 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE JOINER | PersonNm |
| Person Title | CO-TREASURER | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2025-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,431,993 | 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 | $287,579 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $287,874 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $663,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $780,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,379,257 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,095,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,442,308 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $25,000 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $204,160 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,330,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,714,832 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,000 | TotalAdjNetIncmAmt |
| 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 |
| Accounting Fees Rev And Expnss | $32,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,680 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,155,090 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $479,875 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $600,191 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $94,147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,095 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,140 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $790 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,655 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,633 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,296,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $538,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $618,211 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,677,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,794,274 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,974,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $538,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,412,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,644,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,176,242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $868,559 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,031,746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,031,746 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $71,916 | AcctRcvblAmt |
| Acct Rcvbl BOY | $72,596 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $71,916 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $71,916 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $25,793 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $70,267 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $70,267 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $31,376,977 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,682,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,682,035 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,746,174 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,769,660 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,769,660 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $26,333,745 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,806,369 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,806,369 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $68,423,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,431,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,431,993 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $13,622 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,667,217 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,550,736 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $300,330 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $165,552 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,967,547 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,729,910 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $66,456,297 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $66,702,083 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,456,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,702,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,423,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,431,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,456,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,644,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,890,136 | OtherIncreasesAmt |
| Subtotal | $66,702,083 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,702,083 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MARKETABLE SECURITIES | 2023-01-01 | 2024-12-31 | $25,023,728 | $23,644,471 | $1,379,257 | $1,379,257 | |
| HCP FULL CONSEQUENCE | 2023-01-01 | 2024-12-31 | $8,435 | $8,435 | $8,435 | P | |
| HCP REAL ESTATE FUND | 2023-01-01 | 2024-12-31 | $641 | $641 | $641 | P | |
| GENERATION IM | 2023-01-01 | 2024-12-31 | $1,609,066 | $1,609,066 | $1,609,066 | P | |
| CIM ENTERPRISE LOAN FUND, L.P. | 2023-01-01 | 2024-12-31 | $756 | $756 | $756 | P | |
| COMMUNITY EM CREDIT FUND I, LP | 2023-01-01 | 2024-12-31 | $140,217 | $140,217 | $140,217 | P | |
| HCP PRIVATE EQUITY FUND III LP | 2023-01-01 | 2024-12-31 | $2,835 | -$2,835 | -$2,835 | P | |
| HCP PRIVATE EQUITY FUND IV | 2023-01-01 | 2024-12-31 | $12,327 | $12,327 | $12,327 | P | |
| HCP PRIVATE EQUITY FUND V | 2023-01-01 | 2024-12-31 | $84,520 | $84,520 | $84,520 | P | |
| HCP PRIVATE EQUITY VII LP | 2023-01-01 | 2024-12-31 | $215,265 | $215,265 | $215,265 | P | |
| HCP SPECIAL OPPORTUNITIES | 2023-01-01 | 2024-12-31 | $5,631 | -$5,631 | -$5,631 | P | |
| ARENA NEW ZEALAND REAL ESTATE CREDIT OFFSHORE FUND III, LP | 2023-01-01 | 2024-12-31 | $290 | $290 | $290 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,442,308 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,050 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,050 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,352 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $78,352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,302 | OverpaymentAmt |
| Applied To ES Tax | $20,302 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SUSAN KOE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CHAIR | 1.00 | $0 | $0 | $0 |
| KATHERINE JOINER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | CO-TREASURER | 1.00 | $0 | $0 | $0 |
| SHANNON CASEY WELCH | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE CHAIR AND CO-TREASURER | 1.00 | $0 | $0 | $0 |
| ROB MILLIS | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHEAL CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIMBERLY CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SPENCER KIRKWOOD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | AUDIT CHAIR | 1.00 | $0 | $0 | $0 |
| JOHN KIRKWOOD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR EMERITUS | 1.00 | $0 | $0 | $0 |
| SARA KOE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 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 | $750,239 |
| SEPIO CAPITAL LLC | |||||
| 50 CALIFORNIA ST SUITE 3525 | SAN FRANCISCO | CA | 94111 | INVESTMENT FEES | $404,851 |
| 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 | $66,553,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,351,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,905,488 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,905,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,033,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,871,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,393,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,393,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,050 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $131 | IncomeTaxAmt |
| Total Tax | $58,181 | TotalTaxAmt |
| Distributable Before Adj | $3,335,414 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,360,414 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,360,414 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,412,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,412,485 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,360,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $309,015 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $513,360 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $823,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,180,833 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,421,564 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,248,439 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,412,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,360,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,052,071 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,300,510 | 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 | $309,015 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,991,495 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $513,360 | ExcessFromYear4Amt |
| Excess From Year3 | $823,667 | ExcessFromYear3Amt |
| Excess From Year2 | $1,180,833 | ExcessFromYear2Amt |
| Excess From Year1 | $1,421,564 | ExcessFromYear1Amt |
| Excess From Current Year | $1,052,071 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEFANI WILLIS EXECUTIVE DIRECTOR | 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 (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 18 REASONS | |||||||
| 3674 18TH ST | SAN FRANCISCO | CA | 94110 | PC | NOURISHING PREGNANCY PROGRAM | $28,000 | |
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | PC | 826 VALENCIAS EARLY LITERACY PROGRAM | $50,000 | |
| 826 VALENCIA | |||||||
| 826 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | PC | FOR GENERAL SUPPORT | $500 | |
| A HOME WITHIN | |||||||
| 195 41ST STREET 11172 SUITE 300 | OAKLAND | CA | 94611 | PC | TO SUPPORT SF IMPLEMENTATION OF BUILDING PRACTICE IN COMMUNITY PROGRAM | $40,000 | |
| ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES | |||||||
| 110 GOUGH STREET SUITE 301 | SAN FRANCISCO | CA | 94102 | PC | TO SUPPORT IN-SCHOOL MENTAL HEALTH PROGRAM | $40,000 | |
| AMERICAN RIVERS INC | |||||||
| 1101 14TH ST NW SUITE 1400 | WASHINGTON | DC | 20005 | PC | BUILDING COLLABORATIVE PARTNERSHIPS FOR ENHANCED WATERSHED RESILIENCE | $50,000 | |
| ASIAN HEALTH SERVICES | |||||||
| 101 8TH STREET SUITE 100 | OAKLAND | CA | 94607 | PC | FOR SUPPORT OF THE HEALTHY MOTHERS, HEALTHY BABIES PROGRAM | $30,000 | |
| AT THE CROSSROADS | |||||||
| 167 JESSIE STREET | SAN FRANCISCO | CA | 94105 | PC | FOR GENERAL SUPPORT | $500 | |
| AT THE CROSSROADS | |||||||
| 167 JESSIE STREET | SAN FRANCISCO | CA | 94105 | PC | FOR GENERAL SUPPORT | $40,000 | |
| BAY AREA SCORES | |||||||
| 530 DIVISADERO ST 741 | SAN FRANCISCO | CA | 94117 | PC | FOR GENERAL SUPPORT OF AMERICA SCORES BAY AREA | $20,000 | |
| BEATS RHYMES AND LIFE INC | |||||||
| 450 SANTA CLARA AVE | OAKLAND | CA | 94610 | PC | BEATS RHYMES AND LIFE'S OUTREACH AND PREVENTION AND EARLY INTERVENTION (PEI) STRATEGY IN SAN FRANCISCO | $30,000 | |
| BLUE MOUNTAIN LAND TRUST | |||||||
| PO BOX 1473 | WALLA WALLA | WA | 99362 | PC | STEWARDSHIP ASSOCIATE - PHIPPS MEADOW PROJECT MANAGER | $50,000 | |
| BLUE MOUNTAINS FOREST PARTNERS | |||||||
| PO BOX 595 | MOUNT VERNON | OR | 97865 | PC | GENERAL SUPPORT | $40,000 | |
| BOYS & GIRLS CLUBS OF SAN FRANCISCO | |||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | PC | FOR BEHAVIORAL HEALTH SERVICES PROGRAM | $25,000 | |
| BRIDGE THE GAP COLLEGE PREP | |||||||
| PO BOX 1390 | SAUSALITO | CA | 94965 | PC | TO SUPPORT EARLY LITERACY INTERVENTION IN MARIN CITY | $25,000 | |
| BUCKELEW PROGRAMS | |||||||
| 201 ALAMEDA DEL PRADO 103 | NOVATO | CA | 94949 | PC | FOR SUPPORT OF SERVICES PROVIDE THROUGH LA MATERNIDAD Y ESPERANZA | $55,000 | |
| CALIFORNIA HERITAGE INDIGENOUS RESEARCH PROJECT | |||||||
| PO BOX 2624 | NEVADA CITY | CA | 95959 | PC | FOR WATERSHED RESTORATION | $40,000 | |
| CALIFORNIA TROUT | |||||||
| 435 PACIFIC AVE SUITE 200 | SAN FRANCISCO | CA | 94133 | PC | KLAMATH BASIN SALMON RECOVERY AND HABITAT RESTORATION | $100,000 | |
| CALIFORNIA TROUT | |||||||
| 435 PACIFIC AVE SUITE 200 | SAN FRANCISCO | CA | 94133 | PC | FOR GENERAL SUPPORT | $3,000 | |
| CANDID | |||||||
| PO BOX 22799 | NEW YORK | NY | 10087 | PC | FOR GENERAL SUPPORT | $3,000 | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | PC | THE BABY STEPS PROGRAM | $25,000 | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | PC | THE NEW BEGINNINGS PROGRAM | $50,000 | |
| CENTRAL OREGON FOREST STEWARDSHIP FOUNDATION | |||||||
| 740 NE THIRD ST SUITE 3-70 | BEND | OR | 97701 | PC | FOR DESCHUTES COLLABORATIVE FOREST PROJECT | $35,000 | |
| CENTRAL OREGON LANDWATCH | |||||||
| 2843 NW LOLO DR SUITE 200 | BEND | OR | 97703 | PC | EQUITABLE WATER DISTRIBUTION IN THE DESCHUTES BASIN | $15,000 | |
| COMMUNITY INITIATIVES | |||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | PC | BAY AREA EARLY CHILDHOOD FUNDERS | $4,000 | |
| COMMUNITY INSTITUTE FOR PSYCHOTHERAPY | |||||||
| 1330 LINCOLN AVENUE 201 | SAN RAFAEL | CA | 94901 | PC | SCHOOL-BASED SERVICES AND STUDENT AND FAMILY COUNSELING SUPPORT | $30,000 | |
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | |||||||
| 2211 PALM AVE | SAN MATEO | CA | 94403 | PC | BILINGUAL SUPPORT GROUPS FOR VICTIMS OF DOMESTIC VIOLENCE AND TRAUMA-INFORMED SERVICES FOR THEIR CHILDREN | $50,000 | |
| DESCHUTES RIVER CONSERVANCY | |||||||
| 700 NW HILL STREET SUITE 1 | BEND | OR | 97701 | PC | GENERAL SUPPORT | $53,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | PC | BUILDING A FOUNDATION OF EARLY CARE AND FAMILY SUPPORT | $60,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | PC | EARLY LITERACY FOR YOUNG LEARNERS | $25,000 | |
| FREEDOM FORWARD | |||||||
| 198 POTRERO AVENUE | SAN FRANCISCO | CA | 94103 | PC | MENTAL HEALTH AT THE HYPE CENTER | $20,000 | |
| GOOD SAMARITAN FAMILY RESOURCE CENTER OF SAN FRANCISCO | |||||||
| 1294 POTRERO AVE | SAN FRANCISCO | CA | 94110 | PC | ENHANCED PARENTING | $50,000 | |
| GUM MOON RESIDENCE HALL | |||||||
| 940 WASHINGTON ST | SAN FRANCISCO | CA | 94108 | PC | THE EARLY CHILDHOOD DEVELOPMENT AND PARENT SUPPORT PROGRAM | $45,000 | |
| HOMELESS CHILDREN'S NETWORK | |||||||
| 3450 3RD STREET BUILDING 1 UNIT 1C | SAN FRANCISCO | CA | 94124 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HOMELESS PRENATAL PROGRAM INC | |||||||
| 2500 18TH ST | SAN FRANCISCO | CA | 94110 | PC | WELLNESS SERVICES | $50,000 | |
| HOOPA VALLEY TRIBE | |||||||
| 190 LOOP ROAD PO BOX 417 | HOOPA | CA | 95546 | PC | RESTORING THE TRINITY RIVER | $40,000 | |
| HUCKLEBERRY YOUTH PROGRAMS INC | |||||||
| 3450 GEARY BLVD SUITE 107 | SAN FRANCISCO | CA | 94118 | PC | FOR HUCKLEBERRY TEEN HEALTH PROGRAM (HTHP) | $30,000 | |
| INSTITUTE FOR FISHERIES RESOURCES | |||||||
| NORTHWEST OFFICE PO BOX 11170 | EUGENE | OR | 97440 | PC | FOR RESTORING SALMON TO KLAMATH RIVER TRIBUTARIES | $25,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | FOR THE EARLY CHILDHOOD MENTAL HEALTH PROGRAM | $20,000 | |
| JUMPSTART FOR YOUNG CHILDREN INC | |||||||
| 235 MONTGOMERY STREET SUITE 1025 | SAN FRANCISCO | CA | 94104 | PC | JUMPSTART: STRENGTHENING THE EARLY EDUCATION SECTOR | $50,000 | |
| KARUK TRIBE | |||||||
| PO BOX 282 | ORLEANS | CA | 95556 | PC | FOR THE SALMON RIVER SPRING-RUN CHINOOK (ISHYAT) RESEARCH COLLABORATION | $34,524 | |
| KIDPOWER TEENPOWER FULLPOWER INTERNATIONAL | |||||||
| 1474 6TH AVENUE | SAN FRANCISCO | CA | 94122 | PC | FOR FROM TRAUMA TO THRIVING | $30,000 | |
| LA CASA DE LAS MADRES | |||||||
| 1269 HOWARD STREET | SAN FRANCISCO | CA | 94103 | PC | FOR PARENT & FAMILY SUPPORT PROGRAMS FOR DOMESTIC VIOLENCE SURVIVORS | $10,000 | |
| LARKIN STREET YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | PC | FOR YOUTH SERVICES WELLNESS PROGRAM | $30,000 | |
| LAVENDER YOUTH RECREATION AND INFORMATION CENTER(LYRIC) | |||||||
| 127 COLLINGWOOD STREET | SAN FRANCISCO | CA | 94114 | PC | GENERAL SUPPORT | $40,000 | |
| LEGACY GLOBAL PROGRAMS | |||||||
| 4435 E HOLMES AVE | MESA | AZ | 85206 | PC | FOR REVIVING BLUE SKY (NEW LEAF CLIMATE PARTNERS) | $30,000 | |
| LINCOLN | |||||||
| 1266 14TH STREET | OAKLAND | CA | 94607 | PC | TRAUMA-INFORMED PLAYGROUPS AT THE MANDELA FAMILY RESOURCE CENTER | $35,000 | |
| LOTUS BLOOM | |||||||
| 2800 PARK BOULEVARD | OAKLAND | CA | 94610 | PC | FOR GENERAL PROGRAM SUPPORT OF MULTICULTURAL FAMILY RESOURCE CENTERS SERVING FAMILIES WITH CHILDREN AGES 0-3 YEARS OLD IN OAKLAND. | $40,000 | |
| MAIDU SUMMIT CONSORTIUM | |||||||
| 289 MAIN STREET UNIT 7 | CHESTER | CA | 96020 | PC | GENERAL SUPPORT | $40,000 | |
| MID KLAMATH WATERSHED COUNCIL | |||||||
| PO BOX 409 | ORLEANS | CA | 95556 | PC | WESTERN KLAMATH RESTORATION PARTNERSHIP, WKRP | $75,000 | |
| MODOC NATION | |||||||
| 22 N EIGHT TRIBES TRL | MIAMI | OK | 74354 | PC | TO SUPPORT MODOC HOMELAND EFFORTS | $40,000 | |
| MOUNT ST JOSEPH-ST ELIZABETH | |||||||
| 100 MASONIC AVENUE | SAN FRANCISCO | CA | 94118 | PC | THE PARENT-CHILD CENTER | $35,000 | |
| MUJERES UNIDAS Y ACTIVAS | |||||||
| 3543 18TH STREET BOX 23 | SAN FRANCISCO | CA | 94110 | PC | FOR SUPPORT OF THE APAPACHOS (WARM EMBRACES) IN ALAMEDA AND SAN FRANCISCO | $50,000 | |
| NEW CREATION HOME MINISTRIES | |||||||
| 422 HIBISCUS COURT | EAST PALO ALTO | CA | 94303 | PC | EARLY CHILDHOOD DEVELOPMENT PROGRAM | $25,000 | |
| NORTH FORK JOHN DAY WATERSHED COUNCIL | |||||||
| PO BOX 444 691 HWY 395 N | LONG CREEK | OR | 97856 | PC | FOR GENERAL SUPPORT | $37,000 | |
| NORTH MARIN COMMUNITY SERVICES | |||||||
| 680 WILSON AVENUE | NOVATO | CA | 94947 | PC | FOR STRENGTHENING YOUTH MENTAL HEALTH | $30,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | PC | GENERAL OPERATING SUPPORT | $6,750 | |
| ONE LIFE COUNSELING CENTER | |||||||
| 1303 SAN CARLOS AVE | SAN CARLOS | CA | 94070 | PC | FOR GENERAL SUPPORT | $500 | |
| ONE LIFE COUNSELING CENTER | |||||||
| 1303 SAN CARLOS AVE | SAN CARLOS | CA | 94070 | PC | FOR THE PARENT AND CHILD SUPPORT PROGRAM | $35,000 | |
| OREGON WILD | |||||||
| 5825 NORTH GREELEY | PORTLAND | OR | 97217 | PC | RESTORING & PROTECTING ECOSYSTEMS IN THE UPPER DESCHUTES AND JOHN DAY BASINS | $40,000 | |
| PARENT SERVICES PROJECT INC | |||||||
| 79 BELVEDERE STREET 101 | SAN RAFAEL | CA | 94901 | PC | FOR RAISING A READER MARIN | $30,000 | |
| PARENT SERVICES PROJECT INC | |||||||
| 79 BELVEDERE STREET 101 | SAN RAFAEL | CA | 94901 | PC | APRENDIENDO JUNTOS/LEARNING TOGETHER | $50,000 | |
| PENINSULA FAMILY CONNECTIONS | |||||||
| 3460 BAYSHORE ROAD SUITE 202 | PALO ALTO | CA | 94303 | PC | THE NURTURING FAMILIES PROJECT | $35,000 | |
| PENINSULA FAMILY SERVICE | |||||||
| 24 SECOND AVENUE | SAN MATEO | CA | 94401 | PC | TO SUPPORT PARENTING WORKSHOPS AT THE SAN MATEO EARLY LEARNING CENTER | $25,000 | |
| POINT REYES BIRD OBSERVATORY | |||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | PC | INCREASING THE PACE, SCALE, AND EFFICACY OF MEADOW RESTORATION IN THE SIERRA NEVADA | $50,000 | |
| POSTPARTUM SUPPORT CENTER | |||||||
| 4162 REDWOOD HWY | SAN RAFAEL | CA | 94903 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| PROJECT AVARY INC | |||||||
| PO BOX 150088 | SAN RAFAEL | CA | 94915 | PC | GENERAL SUPPORT | $50,000 | |
| PUENTE DE LA COSTA SUR | |||||||
| PO BOX 554 620 NORTH STREET | PESCADERO | CA | 94060 | PC | TO SUPPORT THE SUEOS UNIDOS / UNITED DREAMS BILINGUAL CHILDCARE CO-OP | $30,000 | |
| REACH OUT AND READ BAY AREA | |||||||
| 192 MONTEVINA WAY SUITE 201 | HAYWARD | CA | 94545 | PC | GENERAL SUPPORT OF REACH OUT AND READ SAN FRANCISCO | $25,000 | |
| READING PARTNERS | |||||||
| 638 3RD ST | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT OF READING PARTNERS SAN FRANCISCO | $60,000 | |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | PC | SAFE, SECURE AND LOVED: RESILIENT FAMILIES | $55,000 | |
| SAFE & SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | PC | INTEGRATED FAMILY SUPPORT FOR CHILDREN PRENATAL TO 3 AND THEIR CAREGIVERS | $45,000 | |
| SAFE PASSAGES | |||||||
| 1017 CLAY STREET | OAKLAND | CA | 94607 | PC | SUPPORT OF THE PREGNANT AND PARENTING TEENS PROGRAM | $30,000 | |
| SAN FRANCISCO EDUCATION FUND | |||||||
| 650 MISSION ST THIRD FLOOR | SAN FRANCISCO | CA | 94105 | PC | HIGH-IMPACT LITERACY TUTORING IN SFUSD | $40,000 | |
| SAN FRANCISCO EDUCATION FUND | |||||||
| 650 MISSION ST THIRD FLOOR | SAN FRANCISCO | CA | 94105 | PC | GENERAL OPERATING SUPPORT | $500 | |
| SAN FRANCISCO EDUCATION FUND | |||||||
| 650 MISSION ST THIRD FLOOR | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT OF THE SF LITERACY COALITION | $500 | |
| SAN FRANCISCO GENERAL HOSPITAL FOUNDATION | |||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 94141 | PC | SOLID START'S PERINATAL RESOURCE INTEGRATION AND SERVICE PROGRAM | $25,000 | |
| SAN JOSE GRAIL FAMILY SERVICES | |||||||
| 2003 E SAN ANTONIO ST | SAN JOSE | CA | 95116 | PC | BIRTH AND BEYOND FAMILY EMPOWERMENT | $40,000 | |
| SEQUOIA LIVING INC | |||||||
| 1525 POST STREET | SAN FRANCISCO | CA | 94109 | PC | TO SUPPORT EXPERIENCE CORPS BAY AREA IN SAN FRANCISCO AND MARIN | $20,000 | |
| SHINE TOGETHER INC | |||||||
| SOBRATO CENTER FOR NONPROFITS 508 | MILPITAS | CA | 95035 | PC | TO SUPPORT THE SAN JOSE PROGRAM | $30,000 | VALLEY WAY |
| SIDE BY SIDE | |||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | PC | FOR THE YOUTHRIVE EARLY INTERVENTION FOR K-5 YOUTH | $25,000 | |
| SIERRA STREAMS INSTITUTE | |||||||
| 117 NEW MOHAWK ROAD SUITE H | NEVADA CITY | CA | 95959 | PC | FOR GENERAL SUPPORT | $50,000 | |
| SILVIX RESOURCES | |||||||
| 590 W 13TH AVE | EUGENE | OR | 97402 | PC | FOR COLLABORATIVE FOREST PLANNING FOR THE BLUE MOUNTAINS FOREST PLAN REVISION | $10,000 | |
| SOMOS MAYFAIR INC | |||||||
| 1695 ALUM ROCK AVE SUITE 10 | SAN JOSE | CA | 95116 | PC | ACTIVITIES OF FAMILY RESOURCE CENTERS FOCUSED ON FAMILIES / CAREGIVERS OF CHILDREN AGES 0-3 | $45,000 | |
| SOUTH COUNTY COMMUNITY HEALTH CENTER INC | |||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 94303 | PC | THE CENTERINGPREGNANCY AND CENTERINGPARENTING PROGRAMS | $30,000 | |
| SOUTH FORK JOHN DAY WATERSHED COUNCIL | |||||||
| 150 EAST MAIN STREET SUITE 102 | JOHN DAY | OR | 97845 | PC | $25,000 FOR GENERAL SUPPORT AND $25,000 FOR THE JOHN DAY BASIN PARTNERSHIP | $50,000 | |
| SOUTH YUBA RIVER CITIZENS LEAGUE | |||||||
| 313 RAILROAD AVE SUITE 101 | NEVADA CITY | CA | 95959 | PC | GENERAL SUPPORT | $60,000 | |
| SPARK SF PUBLIC SCHOOLS | |||||||
| 135 VAN NESS AVENUE ROOM 119 | SAN FRANCISCO | CA | 94102 | PC | EACH AND EVERY BY NAME | $35,000 | |
| SPRINGBOARD COLLABORATIVE | |||||||
| 1500 JOHN F KENNEDY SUITE 1160 | PHILADELPHIA | PA | 19102 | PC | 2022-25 PROGRAM SUPPORT FOR BAY AREA LITERACY PROGRAMMING | $50,000 | |
| STARVISTA | |||||||
| 818 MAHLER ROAD | BURLINGAME | CA | 94010 | PC | SUPPORT OF EARLY CHILDHOOD MENTAL HEALTH CONSULTATION AND HEALTHY HOMES IN SAN MATEO COUNTY | $50,000 | |
| STARVISTA | |||||||
| 818 MAHLER ROAD | BURLINGAME | CA | 94010 | PC | SUPPORT OF THE EARLY CHILDHOOD MENTAL HEALTH CONSULTATION PROGRAM IN SANTA CLARA COUNTY | $25,000 | |
| SUSTAINABLE NORTHWEST | |||||||
| 233 SW NAITO PARKWAY SUITE 200 | PORTLAND | OR | 97204 | PC | FOR ADVANCING CLIMATE RESILIENCE, RESTORATION AND SOCIAL JUSTICE IN THE UPPER KLAMATH BASIN | $45,000 | |
| TANDEM PARTNERS IN EARLY LEARNING | |||||||
| 1275 FAIRFAX AVENUE SUITE 201 | SAN FRANCISCO | CA | 94124 | PC | SAN FRANCISCO PROGRAMS AND OPERATIONS | $60,000 | |
| THE 5IVE PILLARS ORGANIZATION | |||||||
| 23192 MAUD AVE | HAYWARD | CA | 94544 | PC | FOR THE WELLNESS PROGRAM | $20,000 | |
| THE FRESHWATER TRUST | |||||||
| PO BOX 9205 | PORTLAND | OR | 97207 | PC | DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION | $120,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||
| C/O UCSF OFFICE OF SPONSORED | SAN FRANCISCO | CA | 94158 | PC | THE INFANT PARENT PROGRAMS PERINATAL MENTAL HEALTH SERVICE PROJECT | $40,000 | RESEARCH BOX 0962 490 ILLINOIS STRE |
| THE SIERRA FUND | |||||||
| 411 GRASS VALLEY HWY 1004 | AUBURN | CA | 95603 | PC | RESILIENT SIERRA NEVADA WATERSHEDS | $50,000 | |
| THE SIERRA FUND | |||||||
| 411 GRASS VALLEY HWY 1004 | AUBURN | CA | 95603 | PC | FOR GAUGE REPAIR | $7,500 | |
| THE TRUST FOR PUBLIC LAND | |||||||
| 23 GEARY ST STE 1000 | SAN FRANCISCO | CA | 94108 | PC | NORTHERN SIERRA AND KLAMATH CONSERVATION PROGRAMS | $40,000 | |
| THE WILD SALMON CENTER | |||||||
| 2001 NW 19TH AVE 200 | PORTLAND | OR | 97209 | PC | RESTORING SPRING CHINOOK TO THE MID-KLAMATH | $60,000 | |
| THINK WILD | |||||||
| 62410 ERICKSON ROAD | BEND | OR | 97701 | PC | FOR BEAVER WORKS OREGON | $30,000 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | GENERAL OPERATING SUPPORT (OASIS FOR GIRLS) | $40,000 | |
| TROUT UNLIMITED INC | |||||||
| 1700 N MOORE STREET SUITE 2005 | ARLINGTON | VA | 22209 | PC | FOR IMPLEMENTING PROCESS BASED RESTORATION IN CRITICAL WATERSHEDS THROUGH PARTNERSHIP | $40,000 | |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 120 SHELTON MCMURPHEY BLVD SUITE | EUGENE | OR | 97401 | PC | CONSERVING AND RESTORING OREGONS WATERSHEDS AND FORESTS THROUGH COLLABORATION | $35,000 | 340 |
| WU YEE CHILDREN'S SERVICES | |||||||
| 827 BROADWAY STREET | SAN FRANCISCO | CA | 94133 | PC | PERINATAL TO THREE FAMILY SUPPORT PROGRAMS | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,794,274 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES | ||||||
| 110 GOUGH STREET SUITE 301 | SAN FRANCISCO | CA | 94102 | PC | TO SUPPORT IN-SCHOOL MENTAL HEALTH PROGRAM | $80,000 |
| AT THE CROSSROADS | ||||||
| 167 JESSIE STREET | SAN FRANCISCO | CA | 94105 | PC | FOR GENERAL SUPPORT | $80,000 |
| BLUE MOUNTAIN LAND TRUST | ||||||
| PO BOX 1473 | WALLA WALLA | WA | 99362 | PC | STEWARDSHIP ASSOCIATE - PHIPPS MEADOW PROJECT MANAGER | $50,000 |
| BLUE MOUNTAINS FOREST PARTNERS | ||||||
| PO BOX 595 | MOUNT VERNON | OR | 97865 | PC | GENERAL SUPPORT | $40,000 |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | ||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | PC | THE NEW BEGINNINGS PROGRAM | $100,000 |
| COMMUNITY INSTITUTE FOR PSYCHOTHERAPY | ||||||
| 1330 LINCOLN AVENUE 201 | SAN RAFAEL | CA | 94901 | PC | SCHOOL-BASED SERVICES AND STUDENT AND FAMILY COUNSELING SUPPORT | $60,000 |
| DESCHUTES RIVER CONSERVANCY | ||||||
| 700 NW HILL STREET SUITE 1 | BEND | OR | 97701 | PC | GENERAL SUPPORT | $53,000 |
| HUCKLEBERRY YOUTH PROGRAMS INC | ||||||
| 3450 GEARY BLVD SUITE 107 | SAN FRANCISCO | CA | 94118 | PC | FOR HUCKLEBERRY TEEN HEALTH PROGRAM (HTHP) | $60,000 |
| INSTITUTE FOR FISHERIES RESOURCES | ||||||
| NORTHWEST OFFICE PO BOX 11170 | EUGENE | OR | 97440 | PC | FOR RESTORING SALMON TO KLAMATH RIVER TRIBUTARIES | $25,000 |
| LARKIN STREET YOUTH SERVICES | ||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | PC | FOR YOUTH SERVICES WELLNESS PROGRAM | $60,000 |
| LAVENDER YOUTH RECREATION AND INFORMATION CENTER(LYRIC) | ||||||
| 127 COLLINGWOOD STREET | SAN FRANCISCO | CA | 94114 | PC | GENERAL SUPPORT | $80,000 |
| LEGACY GLOBAL PROGRAMS | ||||||
| 4435 E HOLMES AVE | MESA | AZ | 85206 | PC | FOR REVIVING BLUE SKY(NEW LEAF CLIMATE PARTNERS) | $15,000 |
| LOTUS BLOOM | ||||||
| 2800 PARK BOULEVARD | OAKLAND | CA | 94610 | PC | FOR GENERAL PROGRAM SUPPORT OF MULTICULTURAL FAMILY RESOURCE CENTERS SERVING FAMILIES WITH CHILDREN AGES 0-3 YEARS OLD IN OAKLAND. | $40,000 |
| MID KLAMATH WATERSHED COUNCIL | ||||||
| PO BOX 409 | ORLEANS | CA | 95556 | PC | WESTERN KLAMATH RESTORATION PARTNERSHIP, WKRP | $75,000 |
| OREGON WILD | ||||||
| 5825 NORTH GREELEY | PORTLAND | OR | 97217 | PC | RESTORING & PROTECTING ECOSYSTEMS IN THE UPPER DESCHUTES AND JOHN DAY BASINS | $40,000 |
| POINT REYES BIRD OBSERVATORY | ||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | PC | INCREASING THE PACE, SCALE, AND EFFICACY OF MEADOW RESTORATION IN THE SIERRA NEVADA | $50,000 |
| PROJECT AVARY INC | ||||||
| PO BOX 150088 | SAN RAFAEL | CA | 94915 | PC | GENERAL SUPPORT | $100,000 |
| REACH OUT AND READ BAY AREA | ||||||
| 192 MONTEVINA WAY SUITE 201 | HAYWARD | CA | 94545 | PC | GENERAL SUPPORT OF REACH OUT AND READ SAN FRANCISCO | $50,000 |
| READING PARTNERS | ||||||
| 638 3RD ST | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT OF READING PARTNERS SAN FRANCISCO | $120,000 |
| SAN FRANCISCO EDUCATION FUND | ||||||
| 650 MISSION ST THIRD FLOOR | SAN FRANCISCO | CA | 94105 | PC | HIGH-IMPACT LITERACY TUTORING IN SFUSD | $80,000 |
| SIERRA STREAMS INSTITUTE | ||||||
| 117 NEW MOHAWK ROAD SUITE H | NEVADA CITY | CA | 95959 | PC | FOR GENERAL SUPPORT | $50,000 |
| SOUTH YUBA RIVER CITIZENS LEAGUE | ||||||
| 313 RAILROAD AVE SUITE 101 | NEVADA CITY | CA | 95959 | PC | GENERAL SUPPORT | $60,000 |
| TANDEM PARTNERS IN EARLY LEARNING | ||||||
| 1275 FAIRFAX AVENUE SUITE 201 | SAN FRANCISCO | CA | 94124 | PC | SAN FRANCISCO PROGRAMS AND OPERATIONS | $120,000 |
| THE WILD SALMON CENTER | ||||||
| 2001 NW 19TH AVE 200 | PORTLAND | OR | 97209 | PC | RESTORING SPRING CHINOOK TO THE MID-KLAMATH | $60,000 |
| TIDES CENTER | ||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | GENERAL OPERATING SUPPORT(OASIS FOR GIRLS) | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,588,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,579 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $663,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,379,257 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,330,253 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,330,253 | 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 | $32,800 | Amt |
| Net Investment Income | $19,680 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,840 | 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 | $9,769,660 | EOYBookValueAmt |
| EOYFMV | $9,769,660 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $32,682,035 | EOYBookValueAmt |
| EOYFMV | $32,682,035 | 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 | $23,806,369 | BookValueAmt |
| EOYFMV | $23,806,369 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,883 | $0 | $0 |
| DUES AND SUBSCRIPTION | $750 | $150 | $525 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| K-1 TAX/BOOK DIFFERENCE DEDUCTION | -$86,000 |
| K-1 TAX/BOOK DIFFERENCE DEDUCTION | -$61,406 |
| K-1 TAX/BOOK DIFFERENCE DEDUCTION OTHER INCOME | $351,566 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN IN INVESTMENTS | $2,755,358 |
| CHANGE IN DEFERRED TAX LIABILITY | $134,778 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $300,330 | BOYBookValueAmt |
| EOY Book Value | $165,552 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $404,851 | $404,851 | $0 |
| FOUNDATION MANAGEMENT FEES | $750,239 | $75,024 | $600,191 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $56,027 | $0 | $0 |
| FOREIGN TAXES ON INVESTMENTS | $38,095 | $38,095 | $0 |
| STATE FILING | $25 | $0 | $0 |
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