ALAFI FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALAFI FAMILY FOUNDATION (EIN 94-3343568)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201943109349101069
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T15:20:38-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680441646 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lippman & Associates CPAs Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Oak Road STE 350 | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945977746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943343568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAFI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAF | BusinessNameControlTxt |
| Phone | 5106537425 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7338 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER ALAFI | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wayne B Lippman | PreparerPersonNm |
| PTIN | P00294958 | PTIN |
| Phone | 9252560800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,980,250 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $514 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $514 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,880 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $163,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,714 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $152,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,108 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,065 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,621 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,587 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,587 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,587 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,588 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,521 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $298,638 | CashBOYAmt |
| Cash EOY | $386,899 | CashEOYAmt |
| Cash EOYFMV | $386,899 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,782 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,679 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,679 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $887,160 | CorporateStockBOYAmt |
| Corporate Stock EOY | $940,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $804,661 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,390,459 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $779,767 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $780,011 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,582,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,115,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,980,250 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,582,039 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,115,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,582,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,115,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,582,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,115,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,582,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,588 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,553,451 | SubtotalAmt |
| Other Decreases | $437,526 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,115,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PROLOG HEALTHY LIV FD LP - STCG | P | 2018-01-01 | 2018-06-30 | $1,736 | $1,736 | $1,736 | |
| PROLOG HEALTHY LIV FD LP - LTCG | P | 2000-01-01 | 2018-06-30 | $141,178 | $141,178 | $141,178 | |
| CLAREMONT CREEK VENTURES LP - LTCL | P | 2000-01-01 | 2018-06-30 | -$14,853 | -$14,853 | $14,853 | |
| CLAREMONT CREEK VENT II LP - STCG | P | 2018-01-01 | 2018-06-30 | $954 | $954 | $954 | |
| CLAREMONT CREEK VENT II LP - LTCG | P | 2000-01-01 | 2018-06-30 | $19,699 | $19,699 | $19,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,714 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,690 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,780 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,287,009 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03620 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,532,532 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01461 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,698,400 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01853 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $159,124 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,609,398 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06098 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $347,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,825,115 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.12304 | DistributionYr5Rt |
| Total Distribution | 0.253355 | TotalDistributionRt |
| Average Distribution | 0.050671 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,095,361 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,174 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,325 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $107,499 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $157,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,325 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,325 | SubtotalAmt |
| Tax Based On Investment Income | $1,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $911 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,411 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $4,075 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | AppliedToESTaxAmt |
| Refund | $2,075 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH HESKEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5106537425 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Admiral Drive Suite 324 | AddressLine1Txt |
| City | Emeryville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOSEPH H HESKEL | ||||||
| PO BOX 7338 | BERKELEY | CA | 94707 | CFO | 0.25 | $0 |
| CHRISTOPHER ALAFI | ||||||
| PO BOX 7338 | BERKELEY | CA | 94707 | President/CEO | 1.00 | $0 |
| BIRGETTE H CHRISTENSEN | ||||||
| PO BOX 7338 | BERKELEY | CA | 94707 | Vice President | 0.25 | $0 |
| SHIREEN ALAFI | ||||||
| PO BOX 7338 | BERKELEY | CA | 94707 | Secretary | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,845,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $282,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,127,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,127,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,095,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,325 | TotalTaxAmt |
| Distributable Before Adj | $103,443 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,443 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,443 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $157,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,325 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $155,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,443 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $197,355 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,654 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $226,009 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,557 | RemainingDistriFromCorpusAmt |
| Total Corpus | $279,566 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $197,355 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,211 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,654 | ExcessFromYear4Amt |
| Excess From Current Year | $53,557 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER ALAFI | ContributingManagerNm |
| Contributing Manager | SHIREEN ALAFI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRIS ALAFI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7338 | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5106537425 | RecipientPhoneNum |
| Form And Info And Materials | AN APPLICATION SHOULD BE SUBMITTED IN LETTER FORMAT EXPLAINING THE ORGANIZATION'S BACKGROUND, PURPOSE OF SOLICITATION, BUDGET, AND ANY OTHER INFORMATION TO ASSIST IN GRANT MAKING DECISION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UCSF FOUNDATION FOR PALLIATIVE CARE | |||||||
| 220 MONTGOMERY ST 5TH FLOOR | SAN FRANCISCO | CA | 94143 | None | EOF | To support The University of California, San Francisco (UCSF),which is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. This donation went to support palliative care research in the school of medicine at UCSF. | $100,000 |
| AURORA THEATER COMPANY | |||||||
| 2081 ADDISON ST | BERKELEY | CA | 94704 | None | NONE | TO FUND THE THEATRICAL ARTS: Aurora Theatre Company provides a nurturing environment for theatre artists and artisans to produce and develop plays that place a high value on substance, intelligence, and craft. We strive to enrich the lives of our audience by producing high-quality, thought-provoking work that shines in an intimate setting. | $5,000 |
| WOMEN'S DAYTIME DROP IN CENTER | |||||||
| PO BOX 11612 | BERKELEY | CA | 94712 | None | N/A | The Women's Daytime Drop-in Center offers free services to any homeless woman and her children. Contributions are used to assist with counseling, support, nourishing food, and assistance to find stability and a better life for themselves and their children. | $25,000 |
| SAN FRANCISCO PLAYHOUSE | |||||||
| 588 SUTTER ST 318 | SAN FRANCISCO | CA | 94102 | None | NONE | To share stories that uplift our spirits, deepen self awareness and nurture a compassionate community. Funds are used to support general theater performances. | $5,000 |
| MUSEUM OF DANCE | |||||||
| 512 SHRADER STREET | SAN FRANCISCO | CA | 94117 | None | The mission of the National Museum of Dance and Hall of Fame is to celebrate, develop, and promote a lasting appreciation and understanding of dance and its rich history. The funds go to support education and community programs.It is the only museum in the United States devoted exclusively to this art form. | $5,000 | |
| IGNITE | |||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | None | IGNITE is a non-partisan 501c3 that operates in the political realm. The following is a statement of IGNITE's guiding values and principles:IGNITE encourages young women to actively engage in the political process and assert and demonstrate their beliefs in the public arena.IGNITE encourages young women to advocate and lobby for issues they care about.IGNITE believes young women should actively listen to the perspectives of people they agree with and those they disagree with, in order to clarify their own beliefs.IGNITE values civil discourse as a means to understand others' viewpoints, clarify personal positions, and advocate for issues they care about.IGNITE believes our democracy will be stronger when the United States reaches political parity with equal numbers of women in office across all political parties.All activities undertaken by and for IGNITE will be in alignment with these guiding values and principles, in the spirit of promoting engagement in the political process. There | $5,000 | |
| NORTH BRIDGE ACADEMY | |||||||
| 110 MAGNOLIA AVENUE | LARKSPUR | CA | 94939 | None | North Bridge Academy is a non-profit school with the mission to educate high functioning dyslexic children. It is the goal of the board of directors to serve Marin and surrounding counties to the north, east and south. The Academy's belief is that dyslexic learners can learn the same material as their non-dyslexic counterparts, they just learn it differently. Often dyslexic students are capable of levels of achievement they previously have not been able to demonstrate. Grounded in these beliefs, we have set out to establish a school to teach dyslexic students in ways they were meant to learn by using multi-sensory, sequential, phonics-based instruction tailored to meet their individual learning profiles. Class sizes will be small and students will be supported by teachers with specialized credentials. Funds support these basic programs. | $10,000 | |
| ARHOOLIE FOUNDATION | |||||||
| 10341 SAN PABLO AVENUE | EL CERRITO | CA | 94530 | None | EOF | The Arhoolie Foundation is a nonprofit organization rooted in the life's work of its founder Chris Strachwitz and his acclaimed independent label Arhoolie Records. Our mission is to help keep blues, Cajun, zydeco, gospel, jazz, Tejano/Norteo, old-time, and other tradition-based styles of music alive and well through archival preservation, live performance, community and educational outreach, exhibits, public programming, and direct support to artists. | $1,000 |
| HAMILTON FAMILIES | |||||||
| 1631 HAYES STREET | SAN FRANCISCO | CA | 94117 | None | Hamilton Families mission is to end family homelessness in the San Francisco Bay Area.Family homelessness in San Francisco increased by more than 90% from 2007 to 2014. Over 2,000 children were homeless in 2014 and it took most families nearly nine months to access temporary shelter. Hamilton Families (HF) is working to address this crisis by helping families quickly find permanent housing. Progress in communities across the nation over the last few years has affirmed that an end to family homelessness is an achievable goal.An end to family homelessness means that San Francisco will have a systematic response in place that ensures homelessness is prevented whenever possible or is otherwise a rare, brief and non-recurring experience. Hamilton Families is working to ensure that every family has immediate access to shelter and the average length of homelessness is less than 90 days. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $514 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $148,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $152,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,108 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, TAX & RELATED CONSULTING | CategoryTxt |
| Amt | $4,065 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTEL CORP - 2,400 SHARES | $44,160 | $112,836 |
| 511 SHS STEREOTAXIS, INC. | $28,629 | $552 |
| BRAINSCOPE | $102,579 | $102,579 |
| ISTO TECHNOLOGIES | $710,044 | $355,022 |
| NATERA, INC. - 13,766 SHARES | $32,120 | $180,748 |
| SHOTSPOTTER, INC. - 1,384 SHARES | $23,048 | $52,924 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLAREMONT CREEK VENTURES LP | FMV | $1,407 | $1,407 |
| PROLOG CAPITAL A, LP | FMV | ||
| PROLOG CAPITAL B, LP | FMV | ||
| PROLOG CAPITAL II, LP | FMV | $73,610 | $73,610 |
| CLAREMONT CREEK VENTURES, II LP | FMV | $228,444 | $228,444 |
| PROLOG CAPITAL III, LP | FMV | $409,170 | $409,170 |
| PROLOG VENTURES, LLC | FMV | $244 | |
| PROLOG AB LIQUIDATION LLC | FMV | $67,380 | $67,380 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $15 | |
| CLAREMONT CR VENTURES II LP - PORT. DED. | $5,521 | $5,521 |
| CLAREMONT CR VENTURES LP - PORT. DED. | $272 | $272 |
| MISCELLANEOUS | $19 | |
| PROLOG AB LIQUIDATION LLC | $440 | $440 |
| PROLOG CAPITAL II, LP - PORT. DED. | $852 | $852 |
| PROLOG HEALTHY LIVING FUND LP-PORT. DED. | $12,501 | $12,501 |
| PROLOG VENTURES, LLC-PORT. DED. | $1 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA EXEMPT ORGANIZATION FILING FEE | CategoryTxt |
| Amt | $10 | Amt |
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