HEDCO FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEDCO FOUNDATION (EIN 23-7259742)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-31
- IRS object ID
- 202503049349100725
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-31T14:31:25-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | 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 | 237259742 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEDCO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEDC | BusinessNameControlTxt |
| Phone | 9257430257 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK JERNSTEDT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9257430257 | PhoneNum |
| Signature | 2025-10-28 | 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 | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2025-10-28 | PreparationDt |
| 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 | $8,038,190 | 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 | $202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $239,652 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,652 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $896,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,106,373 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $896,737 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,585 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,585 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,138,176 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,138,176 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,098 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,878 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $28,807 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,807 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,594 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,297 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,284 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $120 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,576 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $758 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,818 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,396 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,396 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,674 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $174,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,203,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,037,485 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,377,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,141,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,239,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,094,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $311,099 | CashBOYAmt |
| Cash EOY | $680,945 | CashEOYAmt |
| Cash EOYFMV | $680,945 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $709,754 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,539 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,271 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,812 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,812 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,190,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,964,184 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,964,184 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,027 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,027 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $49,532 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,710 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,710 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,276,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,038,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,038,190 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,520 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,546 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,908,867 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,075,045 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $127,119 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $217,113 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,044,506 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,300,704 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,231,515 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,737,486 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,231,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,737,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,276,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,038,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,231,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,239,600 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,991,915 | SubtotalAmt |
| Other Decreases | $254,429 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,737,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,926,503 | $1,209,636 | $716,867 | $716,867 |
| CAPITAL GAIN DISTRIBUTION | P | $179,870 | $179,870 | $179,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $896,737 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,020 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,020 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,809 | OverpaymentAmt |
| Applied To ES Tax | $11,809 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRAYNOR GROUP | IndividualWithBooksNm |
| Phone | 5102805772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 384 COLUSA AVE SUITE 2 | AddressLine1Txt |
| City | KENSINGTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| DEREK JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | EXECUTIVE DIRECTOR & DIRECTOR | 8.00 | $60,975 | $0 | $0 |
| ROGER SCHWAB | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | CHIEF FINANCIAL OFFICER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOROTHY JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| RENA BRANTLEY | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | SECRETARY & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID DORNSIFE | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALLEN DOBBINS | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOM HERMAN | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT LOWITZ MD | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $7,677,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $971,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,648,621 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,648,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,518,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $425,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $425,945 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,211 | TotalTaxAmt |
| Distributable Before Adj | $410,734 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,734 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,734 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,141,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,141,462 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,734 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $953,095 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,580,119 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,215,785 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,681,922 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,041,101 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,472,022 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,141,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $410,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,730,728 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,202,750 | 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 | $953,095 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,249,655 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,580,119 | ExcessFromYear4Amt |
| Excess From Year3 | $1,215,785 | ExcessFromYear3Amt |
| Excess From Year2 | $1,681,922 | ExcessFromYear2Amt |
| Excess From Year1 | $1,041,101 | ExcessFromYear1Amt |
| Excess From Current Year | $1,730,728 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR SMILES INC | ||||||||
| 2565 THIRD STREET SUITE 237 | SAN FRANCISCO | CA | 94107 | N/A | PC | ALLIANCE FOR SMILES (AFS) SENDS MEDICAL TEAMS, PROVIDES TRAINING AND SUPPORT TO FOREIGN LOCATIONS TO OFFER FREE MEDICAL SERVICES TO INDIGENT CHILDREN WITH UNTREATED CLEFT LIPS AND PALATES. | $45,687 | |
| BAY AREA RESCUE MISSION | ||||||||
| 2114 MACDONALD AVE | RICHMOND | CA | 94801 | N/A | PC | TO MEET THE PHYSICAL NEEDS OF THE POOR AND NEEDY AND TO SHARE THE GOSPEL OF JESUS CHRIST. | $96,348 | |
| BLANCHET HOUSE OF HOSPITALITY | ||||||||
| 310 NW GLISAN | PORTLAND | OR | 97209 | N/A | PC | ON A MISSION TO ALLEVIATE SUFFERING AND OFFER HOPE FOR A BETTER LIFE BY SERVING ESSENTIAL AID WITH DIGNITY. | $100,000 | |
| CALIFORNIA CAREFORCE | ||||||||
| 950 RESERVE DRIVE SUITE 120 | ROSEVILLE | CA | 95678 | N/A | PC | SERVE MANKIND BY PROVIDING FREE DENTAL, VISION,AND MEDICAL CARE AS WELL AS HEALTHCARE EDUCATION TO PEOPLE IN NEED IN THE COMMUNITIES OF CALIFORNIA. HEALTHCARE SERVICES ARE PROVIDED SOLELY BY VOLUNTEERS. | $69,299 | |
| COLUMBIA LAND TRUST | ||||||||
| 850 OFFICERS ROW | VANCOUVER | WA | 98661 | N/A | PC | TO CONSERVE SIGNATURE LANDSCAPES AND VITAL HABITAT OF THE COLUMBIA RIVER REGION. | $50,000 | |
| DESCHUTES BASIN LAND TRUST | ||||||||
| 210 NW IRVING AVE STE 102 | BEND | OR | 97701 | N/A | PC | TO PRESERVE AND ENHANCE NATURAL ECOSYSTEMS, SCENIC AREAS, OPEN SPACES, FISH AND WILDLIFE HABITAT WITHIN DESCHUTES BASIN. | $5,897 | |
| FRESH START SURGICAL GIFTS | ||||||||
| 2011 PALOMAR AIRPORT ROAD SUITE 206 | CARLSBAD | CA | 92011 | N/A | PC | TO TRANSFORM THE LIVES OF DISADVANTAGED CHILDREN & YOUNG PEOPLE WITH PHYSICAL DEFORMITIES. | $41,600 | |
| GEORGE MARK CHILDREN'S HOUSE | ||||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | N/A | PC | AS THE FIRST FREE-STANDING PEDIATRIC PALLIATIVE CARE CENTER IN THE UNITED STATES, GEORGE MARK CHILDRENS HOUSE OFFERS COMPREHENSIVE, COMPASSIONATE, LIFE-AFFIRMING CARE TO CHILDREN FACING A LIFE-LIMITING DIAGNOSIS. | $32,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PC | PROVIDES HOPE, TRAINING & SUPPORT TO PREVIOUSLY INCARCERATED & FORMERLY GANG INVOLVED PEOPLE. | $54,735 | |
| LA LUZ CENTER | ||||||||
| 17560 GREGER ST | SONOMA | CA | 95476 | N/A | PC | TO SUPPORT LATINO INDIVIDUALS AND FAMILIES IN SONOMA VALLEY TO ATTAIN THEIR DREAMS AND ASPIRATIONS BY PROVIDING ACCESS TO KNOWLEDGE, SKILL BUILDING, AND RESOURCES. | $56,555 | |
| LATINO NETWORK | ||||||||
| 410 NE 18TH AVE | PORTLAND | OR | 97232 | N/A | PC | LATINO NETWORK PROVIDES TRANSFORMATIVE OPPORTUNITIES, SERVICES, AND ADVOCACY FOR THE EDUCATION, LEADERSHIP AND CIVIC ENGAGEMENT OF OUR YOUTH, FAMILIES AND COMMUNITIES | $38,100 | |
| LIGHT HOUSE | ||||||||
| 18 PROFESSIONAL CENTER PARKWAY | SAN RAFAEL | CA | 94903 | N/A | PC | PROVIDE A LIFETIME OF SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. | $38,500 | |
| LOMA LINDA UNIVERSITY MEDICAL CENTER | ||||||||
| 11060 ANDERSON STREET 11175 | LOMA LIND | CA | 92350 | N/A | PC | PROVIDE MEDICAL & HEALTH CARE SERVICES TO THE COMMUNITY. | $100,000 | MOUNTAIN VIEW PLAZA SUITE B |
| MARIN GENERAL HOSPITAL FOUNDATION | ||||||||
| 1350 SO ELISEO SUITE 110 | GREENBRAE | CA | 94904 | N/A | PC | FUNDRAISING SERVICES TO SUPPORT MARINHEALTH PROGRAMS AND SERVICES. | $100,000 | |
| MOSAIC COMMUNITY HEALTH | ||||||||
| 600 SW COLUMBIA STE 6150 | BEND | OR | 97702 | N/A | PC | TO PROVIDE TRUSTED QUALITY CARE, WITH COMPASSION AND SUPPORT FOR ALL. | $48,916 | |
| NEW VISTA SCHOOL | ||||||||
| 23092 MILL CREEK DRIVE | LAGUNA HILLS | CA | 92653 | N/A | PC | THE ORGANIZATION MAINTAINS EDUCATION CLASSES ON A REGULAR BASIS, AS REQUIRED BY LAW, FOR STUDENTS WITH HIGH-FUNCTIONING AUTISM AND LANGUAGE LEARNING DISABILITIES IN GRADES 6 THROUGH 12. INSTRUCTION AND COUNSELING ARE PROVIDED THROUGHOUT THE YEAR. | $30,000 | |
| NURU INTERNATIONAL | ||||||||
| 2020 PENNSYLVANIA AVE NW SUITE 600 | WASHINGTO | DC | 20006 | N/A | PC | CULTIVATE MEANINGFUL CHOICES IN THE MOST VULNERABLE AND MARGINALIZED COMMUNITIES IN THE WORLD. | $100,000 | |
| OREGON ADAPTIVE SPORTS | ||||||||
| 63025 O B RILEY RD STE 12 | BEN | OR | 97703 | N/A | PC | THE ORGANIZATION PROVIDES LIFE-CHANGING OUTDOOR EXPERIENCES TO INDIVIDUALS WITH DISABILITIES. | $12,430 | |
| PROJECT OPEN HAND | ||||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | PROJECT OPEN HAND'S MISSION IS TO IMPROVE HEALTH OUTCOMES AND QUALITY OF LIFE BY PROVIDING NUTRITIOUS MEALS TO THE SICK AND VULNERABLE, CARING FOR AND EDUCATING OUR COMMUNITY. MEALS ARE MEDICALLY TAILORED TO ADDRESS THE NEEDS OF OLDER ADULTS, PEOPLE LIVING WITH CHRONIC DISEASE AND VULNERABLE COMMUNITIES EXPERIENCING FOOD AND NUTRITION INSECURITY. OUR MEDICALLY TAILORED MEAL INTERVENTION INCLUDES MEALS THAT ARE CATERED TO ADDRESSS SPECIFIC DIETARY NEEDS PAIRED WITH EDUCATION PROVIDED ONE ON ONE OR IN A CLASSROOM SETTING BY REGISTERED DIETITIANS. | $42,000 | |
| RONALD MCDONALD HOUSE CHARITIES BAY AREA | ||||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 94304 | N/A | PC | OFFERS HOUSING, MEALS & SUPPORT TO KEEP SICK KIDS AND THEIR FAMILIES TOGETHER IN A MEDICAL CRISIS. | $72,270 | |
| SAFE ALTERNATIVES TO VIOLENT ENVIRONMENTS | ||||||||
| 1900 MOWRY AVE 201 | FREMONT | CA | 94538 | N/A | PC | MOST SIGNIFICANT ACTIVITIES OF THE ORGANIZATION INCLUDE A) PROVIDING AND OPERATE TEMPORARY SAFE HOURS FOR VICTIMS OF INTIMATE PARTNER VIOLENCE (IPV), B) PROVIDE TRANSITIONAL HOUSING TO IPV CLIENTS, C) OPERATE CRISIS RESPONSE INCLUDING 24 HOUR HOTLINE, SUPPORTIVE SERVICES THAT INCLUDE TRANSPORTATION, FOOD, AND OTHER NECESSITIES FOR THE IPV CLIENTS, C)PROVIDE COUNSELING AND CASE MANAGEMENT, AND CLINICAL SERVICES TO ITS CLIENTS AND FAMILIES, AND D)COMMUNITY EDUCATION AND OUTREACH SERVICES TO YOUTH PROGRAM SERVICES TO HIGH SCHOOL STUDENTS AND THEIR PARENTS. | $20,609 | |
| SAFESPACE CHILDREN'S ADVOCACY CENTER OF THE GORGE | ||||||||
| 1625 WOODS COURT STE 102 | HOOD RIVER | OR | 97031 | N/A | PC | SAFESPACE CHILDREN'S ADVOCACY CENTER OF THE GORGE | $52,000 | |
| SEQUOIA HOSPITAL FOUNDATION | ||||||||
| 170 ALAMEDA DE LAS PULGAS | REDWOOD CIT | CA | 94062 | N/A | PC | TO RAISE FUNDS AND CULTIVATE OTHER RESOURCES TO SUPPORT SEQUOIA HOSPITAL. | $100,000 | |
| SF FOUNDATION | ||||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | N/A | PC | TO MOBILIZE RESOURCES TO BUILD STRONG COMMUNITIES, FOSTER CIVIC LEADERSHIP & PROMOTE PHILANTHROPY. | $100,000 | |
| SONOMA COMMUNITY CENTER | ||||||||
| 276 EAST NAPA STREET | SONOMA | CA | 95476 | N/A | PC | SCC EXISTS TO ENRICH THE LIVES OF THE PEOPLE OF SONOMA VALLEY BY FOSTERING A BROAD RANGE OF CULTURAL, EDUCATIONAL, RECREATIONAL AND COMMUNITY SERVICE ACTIVITIES IN AN AFFORDABLE SPACE AS WELL AS HELPING TO PRESERVE AND RESTORE OUR HISTORIC BUILDINGS. | $31,457 | |
| SONOMA VALLEY HOSPITAL FOUNDATION | ||||||||
| 347 ANDRIEUX ST | SONOMA | CA | 95476 | N/A | PC | SONOMA VALLEY HOSPITAL FOUNDATION CULTIVATES COMMUNITY SUPPORT AND RAISES FUNDS FOR SONOMA VALLEY HOSPITAL. | $100,000 | |
| UC SANTA BARBARA | ||||||||
| 4219 CHEADLE HALL | SANTA BARBARA | CA | 93110 | N/A | PC | TO ADVANCE UC SANTA BARBARA'S CAPACITY TO EDUCATE FUTURE GENERATIONS, UNLOCK NEW DISCOVERIES, AND ENRICH CALIFORNIA AND THE WORLD. | $90,887 | |
| VICTORY ACADEMY | ||||||||
| 12155 SW TOOZE ROAD PO BOX 428 | TUALATI | OR | 97062 | N/A | PC | VICTORY ACADEMYS MISSION IS TO PROVIDE CHILDREN AFFECTED BY AUTISM SPECTRUM DISORDER WITH AN INTEGRATED ACADEMIC AND THERAPEUTIC PROGRAM, CAREFULLY DESIGNED TO ADDRESS AN INDIVIDUALS STRENGTHS AND CHALLENGES. | $72,646 | |
| VOLUNTEERS OF AMERICA OREGON | ||||||||
| 3910 SE STARK | PORTLAND | OR | 97214 | N/A | PC | WE SPECIALIZE IN FAMILY SAFETY, SUBSTANCE USE, BEHAVIORAL HEALTH, AND REENTRY FROM THE CRIMINAL JUSTICE SYSTEM. FOR 125 YEARS, WE HAVE BEEN EMPOWERING INDIVIDUALS, FAMILIES, AND COMMUNITIES IN OREGON INCLUDING THE AGING POPULATION, YOUNG PEOPLE, MEN AND WOMEN RETURNING FROM PRISON, PEOPLE WITH DISABILITIES, DOMESTIC VIOLENCE SURVIVORS, AND THOSE RECOVERING FROM ADDICTIONS. LAST YEAR WE SERVED OVER 6,000 INDIVIDUALS IN OREGON. | $45,990 | |
| WELLS OF LIFE INC | ||||||||
| 29222 RANCHO VIEJO ROAD SUITE 204 | SAN JUAN PISTRANO | CA | 92675 | N/A | PC | WELLS OF LIFE (WOL) EXISTS TO DEMONSTRATE THE LOVE OF GOD THROUGH WORD AND DEED IN UGANDA, AFRICA BY PROVIDING DESPERATELY NEEDED CLEAN WATER, WASH SERVICES AND THE GOSPEL OF JESUS CHRIST. | $100,000 | |
| WHEELCHAIR FOUNDATION | ||||||||
| 3820 BLACKHAWK ROAD | DANVILLE | CA | 94506 | N/A | PC | LEADING AN INTERNATIONAL EFFORT TO CREATE AWARENESS OF THE NEEDS AND ABILITIES OF PEOPLE WITH PHYSICAL DISABILITIES, TO PROMOTE THE JOY OF GIVING, CREATE GLOBAL FRIENDSHIP, AND TO DELIVER A WHEELCHAIR TO EVERY CHILD, TEEN AND ADULT IN THE WORLD WHO NEEDS ONE, BUT CANNOT AFFORD ONE. | $100,000 | |
| WORLD VISION INC | ||||||||
| 34834 WEYERHAEUSER WAY SOUTH | FEDERAL WAY | WA | 98001 | N/A | PC | SINCE 1950, WEVE HELPED THE WORLD SEE VULNERABLE CHILDREN THROUGH THE EYES OF FAITH, JOINING WITH OTHERS TO PULL UP THE ROOTS OF POVERTY AND PLANT THE SEEDS OF REAL CHANGE. | $89,559 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,037,485 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| B'NAI B'RITH MEN'S CAMP ASSOCIATION | ||||||||
| 6443 SW BEAVERTON-HILLSDALE HWY | SUITE 234 | PORTLAND | OR | 97221 | N/A | PC | OPERATION OF B'NAI B'RITH CAMP AND SUPPORT OF ITS OPERATIONS AND DEVELOPMENT. | $96,700 |
| CLINIC BY THE BAY- PREVIOUSLY KNOWN AS VOLUNTEERS IN MEDICINE - SAN FRANCIS | ||||||||
| 4877 MISSION STREET | SAN FRANCISCO | CA | 94112 | N/A | PC | CLINIC BY THE BAY PROVIDES FREE HEALTHCARE TO THE WORKING UNINSURED IN SAN FRANCISCO AND SAN MATEO COUNTIES. THE CLINIC PROVIDES A CARING MEDICAL HOME TO PATIENTS THROUGH A HOLISTIC PHILOSOPHY CENTERED ON COMPASSION, WELLNESS AND DIGNITY. | $21,700 | |
| FRIENDS OF FORMAN CHRISTIAN COLLEGE INC | ||||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | N/A | PC | FRIENDS OF FORMAN CHRISTIAN COLLEGE IS DEDICATED TO SUPPORTING THE HIGH-QUALITY EDUCATIONAL MISSION OF FORMAN CHRISTIAN COLLEGE TO DEVELOP INFORMED, ETHICAL AND RESPONSIBLE CITIZENS OF PAKISTAN WHO EXEMPLIFY THE FCCU MOTTO, "BY LOVE SERVE ONE ANOTHER." | $100,000 | |
| HOMEWARD BOUND OF MARIN | ||||||||
| 1385 NORTH HAMILTON PARKWAY | NOVATO | CA | 94949 | N/A | PC | HOMEWARD BOUND OF MARIN IS THE MAIN PROVIDER OF EMERGENCY SHELTER, SUPPORTIVE HOUSING AND SERVICES FOR PEOPLE OVERCOMING A CRISIS OF HOMELESSNESS IN MARIN COUNTY, CALIFORNIA. | $67,880 | |
| HOUSTON METHODIST HOSPITAL FOUNDATION | ||||||||
| 1707 SUNSET | HOUSTON | TX | 77005 | N/A | PC | THIS ORGANIZATION IS PART OF THE METHODIST HOSPITAL, DOING BUSINESS AS HOUSTON METHODIST HOSPITAL, WHOSE MISSION IS: TO PROVIDE HIGH QUALITY, COST- EFFECTIVE HEALTH CARE THAT DELIVERS THE BEST VALUE TO THE PEOPLE WE SERVE IN A SPIRITUAL ENVIRONMENT OF CARING IN ASSOCIATION WITH INTERNATIONALLY RECOGNIZED TEACHING AND RESEARCH. | $84,837 | |
| INNOVATIVE SERVICES NW | ||||||||
| 9414 NE FOURTH PLAIN BLVD | VANCOUVER | WA | 98662 | N/A | PC | PROVIDING AN ARRAY OF SERVICES THAT MEET THE NEEDS OF DISABLED AND OTHER VULNERABLE POPULATIONS. | $42,046 | |
| LA LUZ CENTER | ||||||||
| 17560 GREGER ST | SONOMA | CA | 95476 | N/A | PC | TO SUPPORT LATINO INDIVIDUALS AND FAMILIES IN SONOMA VALLEY TO ATTAIN THEIR DREAMS AND ASPIRATIONS BY PROVIDING ACCESS TO KNOWLEDGE, SKILL BUILDING, AND RESOURCES. | $23,445 | |
| LAWRENCE HALL OF SCIENCE | ||||||||
| LAWRENCE HALL OF SCIENCE 5200 | CENTENNIAL DRIVE AT GRIZZLY PEAK | BERKELE | CA | 94720 | N/A | PC | TO SUPPORT THE LAWRENCE HALL OF SCIENCE | $84,100 |
| MARTHA'S VILLAGE & KITCHEN | ||||||||
| 83791 DATE AVENUE | INDIO | CA | 92201 | N/A | PC | TRANSFORMING THE LIVES OF THE IMPOVERISHED AND HOMELESS. | $99,925 | |
| MT HOOD KIWANIS CAMP | ||||||||
| 10725 SW BARBUR BLVD SUITE 50 | PORTLAND | OR | 97219 | N/A | PC | THE MT. HOOD KIWANIS CAMP EMPOWERS CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES THROUGH EQUITABLE ACCESS TO THE OUTDOORS AND RECREATION. | $66,000 | |
| OUTSIDE IN | ||||||||
| 1132 SW 13TH AVE | PORTLAND | OR | 97211 | N/A | PC | HELPING HOMELESS YOUTH AND OTHER MARGINALIZED PEOPLE MOVE TOWARDS IMPROVED HEALTH AND SELF-SUFFICIENCY. | $44,000 | |
| PATIENT EMPOWERMENT NETWORK | ||||||||
| 2020 MALTBY RD STE 7 PMB124 | BOTHEL | WA | 98021 | N/A | PC | DEDICATED TO IMPROVING HEALTH EQUITY AND TREATMENT OUTCOMES FOR PEOPLE IMPACTED BY CANCER. | $25,000 | |
| POSITIVE COMMUNITY KITCHEN | ||||||||
| PO BOX 11513 | EUGENE | OR | 97440 | N/A | PC | TO INSPIRE COMMUNITY WELLNESS THROUGH FOOD | $9,693 | |
| SACRED HEART CATHEDRAL PREPARATORY | ||||||||
| 1055 ELLIS STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | TO SERVE SAN FRANCISCOS DIVERSE YOUTH AND PROVIDE AN ACADEMICALLY RIGOROUS, CATHOLIC EDUCATION. | $75,000 | |
| SAINT MARY'S COLLEGE OF CALIFORNIA | ||||||||
| 1928 ST MARYS RD | MORAGA | CA | 94575 | N/A | PC | AN INSTITUTION OF HIGHER EDUCATION THAT GRANTS ASSOCIATE, BACCALAUREATE, AND MASTERS DEGREES IN LIBERAL ARTS, SCIENCE, BUSINESS ADMINISTRATION AND EDUCATION, AS WELL AS A DOCTORATE IN EDUCATION. | $54,785 | |
| SALESIAN COLLEGE PREPARATORY | ||||||||
| 2851 SALESIAN AVENUE | RICHMOND | CA | 94804 | N/A | PC | SALESIAN COLLEGE PREPARATORY IS A PRIVATE, INDEPENDENT, CATHOLIC, CO-EDUCATIONAL HIGH SCHOOL SERVING GRADES 9-12. | $64,488 | |
| SILVERTON AREA COMMUNITY AID | ||||||||
| PO BOX 1305 | SILVERTON | OR | 97381 | N/A | PC | DISTRIBUTION OF FOOD TO INDIVIDUALS OF THE SILVERTON COMMUNITY IN NEED. SACA PREVENTS HUNGER BY PROVIDING NUTRITIOUS FOOD TO THOSE FACING FOOD INSECURITY IN OUR COMMUNITY. SACA PREVENTS HOMELESSNESS BY PROVIDING FINANCIAL AID FOR HOUSING, UTILITIES, AND OTHER NEEDS. | $88,182 | |
| SONOMA COMMUNITY CENTER | ||||||||
| 276 EAST NAPA STREET | SONOMA | CA | 95476 | N/A | PC | SCC EXISTS TO ENRICH THE LIVES OF THE PEOPLE OF SONOMA VALLEY BY FOSTERING A BROAD RANGE OF CULTURAL, EDUCATIONAL, RECREATIONAL AND COMMUNITY SERVICE ACTIVITIES IN AN AFFORDABLE SPACE AS WELL AS HELPING TO PRESERVE AND RESTORE OUR HISTORIC BUILDINGS. | $27,833 | |
| TEEN CHALLENGE | ||||||||
| PO BOX 24309 | SAN JOSE | CA | 95154 | N/A | PC | PROVIDING SUCCESSFUL RECOVERY FOR MEN AND WOMEN WITH DESTRUCTIVE, ADDICTIVE AND ABUSIVE LIFESTYLES THROUGH MENTORING, EDUCATION, VOCATIONAL TRAINING AND SPIRITUAL DIRECTION. | $52,947 | |
| UNIVERSITY OF REDLANDS | ||||||||
| 1200 EAST COLTON AVENUE PO BOX 3080 | REDLAND | CA | 92373 | N/A | PC | THE UNIVERSITY OF REDLANDS IS A PRIVATE, INDEPENDENT LIBERAL ARTS AND SCIENCES UNIVERSITY COMMITTED TO A MISSION THAT WELCOMES, EDUCATES, AND EMPOWERS A DIVERSE COMMUNITY OF LEARNERS FOR LIVES OF MEANING, IMPACT, AND JOY. | $98,918 | |
| WHITE PONY EXPRESS | ||||||||
| 2470 BATES AVENUE SUITE D | CONCORD | CA | 94520 | N/A | PC | 1 IN 4 AMERICANS ARE SKIPPING MEALS OR RELYING ON FOOD DONATIONS. BALANCE THIS STATISTIC WITH THE FACT AMERICANS THROW AWAY NEARLY 40% OF OUR FOOD SUPPLYPERFECTLY GOOD FOOD THAT COULD WIPE OUT HUNGER IN THE U.S. THREE TIMES OVER. THE WHITE PONY EXPRESS FOOD RECOVERY MODEL BRIDGES ABUNDANCE AND NEED BY DIVERTING WHOLESOME FOOD FROM LANDFILLS TO COMBAT COMMUNAL FOOD INSECURITY. SINCE OUR INCEPTION, WPE HAS RESCUED AND DELIVERED MORE THAN 26 MILLION POUNDS OF NUTRITIOUS FOODEQUAL TO 22 MILLION MEALSWHICH PREVENTED MORE THAN 31,000 TONS OF CO2 EMISSIONS FROM ENTERING THE AIR WE BREATHE. | $89,339 | |
| YWCA OF GREATER PORTLAND | ||||||||
| PO BOX 4587 | PORTLAND | OR | 97208 | N/A | PC | TO ELIMINATE RACISM, EMPOWER WOMEN AND PROMOTE PEACE, JUSTICE, FREEDOM AND DIGNITY FOR ALL. | $96,097 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,412,915 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,652 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $896,737 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,585 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,138,176 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,138,176 | 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 FEES | CategoryTxt |
| Amt | $14,594 | Amt |
| Net Investment Income | $7,297 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,284 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - CAPITAL GUARDIAN | $4,845,097 | $4,845,097 |
| CORPORATE STOCK - CHARLES SCHWAB | $2,119,087 | $2,119,087 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM QUEST FOUNDATION | $49,532 | $96,489 | $96,489 |
| SECURITY DEPOSITS | $0 | $4,221 | $4,221 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS | Desc |
| Amt | $254,429 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES/POSTAGE | $435 | $0 | $435 |
| TELEPHONE | $505 | $0 | $505 |
| INSURANCE | $3,734 | $0 | $3,734 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,585 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,585 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,585 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO QUEST FOUNDATION | $89,119 | $179,113 |
| DEFERRED FEDERAL EXCISE TAX | $38,000 | $38,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $29,726 | Amt |
| Net Investment Income | $29,726 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CA ATTORNEY GENERAL FEE | $120 | $0 | $120 |
| EXCISE TAXES | $26,246 | $0 | $0 |
Comments