JOHN PRITZKER FAMILY FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN PRITZKER FAMILY FUND (EIN 30-0039815)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349103650
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees 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 | 2025-11-13T15:40:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Advisory Group LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Lagoon Drive Ste 400 | AddressLine1Txt |
| City | Redwood CIty | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | 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 | 300039815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN GREENE | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6503654646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE SUITE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Pritzker | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY WONG AGBAYANI | PreparerPersonNm |
| PTIN | P00231861 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Preparation | 2025-11-15 | 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 | $4,326,124 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $18,300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $139,376 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139,376 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,791 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$70 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$70 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,436,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,306 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $548,650 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $561,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $101,507 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $100,313 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,229 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,148 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $49,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,910 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,910 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $310,195 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $333,528 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,331 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,664 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $143 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,733 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,094,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,095,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,141,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,119,884 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,236,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,215,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,200,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,251 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,707,279 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,898,881 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,898,881 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $27,962 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $56,107 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $56,107 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $249,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $299,870 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $299,870 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $93,107 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,118 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,540 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,392 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,812 | LandBOYAmt |
| Land EOY | $1,148 | LandEOYAmt |
| Land EOYFMV | $1,148 | LandEOYFMVAmt |
| Total Assets BOY | $4,080,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,343,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,326,124 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,924 | AccountsPayableEOYAmt |
| Grants Payable BOY | $22,567,499 | GrantsPayableBOYAmt |
| Grants Payable EOY | $19,588,965 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $270,773 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $307,781 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,848,272 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,910,670 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$18,767,968 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$15,567,544 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$18,767,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$15,567,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,080,304 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,343,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$18,767,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,200,424 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$15,567,544 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$15,567,544 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FARALLON CAPITAL INSTITUTIONAL PARTNERS | PropertyDesc |
| Cost Or Other Basis | $2,791 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,791 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,791 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,791 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,588 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,588 | SubtotalAmt |
| Tax Based On Investment Income | $1,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,194 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $19,194 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,606 | OverpaymentAmt |
| Applied To ES Tax | $17,606 | AppliedToESTaxAmt |
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 |
| 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 |
| Org Report Or Register State | IL | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.jpfamilyfund.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GREENE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156945823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LETTERMAN DR BLDG A SUITE A4- | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN A PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | CHAIRMAN | 5.0 | $0 | $0 | $0 |
| NOAH STONE PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | DIRECTOR, Audit Committee MBR | 1.0 | $0 | $0 | $0 |
| JOHN GREENE | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | TREASURER, CFO | 5.0 | $0 | $0 | $0 |
| SAMUEL PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | DIRECTOR, Audit Committee MBR | 1.0 | $0 | $0 | $0 |
| AMY RABBINO | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | EXECUTIVE DIRECTOR, SECRETARY | 40.0 | $548,650 | $97,500 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THIRD PLATEAU SOCIAL IMPACT STRATEGIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 KEARNY STREET 3RD FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $310,195 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $274,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,400,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $71,266 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,746,542 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,746,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,630,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $381,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $381,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,588 | TotalTaxAmt |
| Distributable Before Adj | $379,929 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $379,929 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $379,929 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,215,847 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $18,215,847 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $379,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,301,354 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,347,854 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,700,795 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,106,831 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,206,353 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,663,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,215,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $379,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,835,918 | RemainingDistriFromCorpusAmt |
| Total Corpus | $128,499,105 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,301,354 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $105,197,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,347,854 | ExcessFromYear4Amt |
| Excess From Year3 | $15,700,795 | ExcessFromYear3Amt |
| Excess From Year2 | $24,106,831 | ExcessFromYear2Amt |
| Excess From Year1 | $21,206,353 | ExcessFromYear1Amt |
| Excess From Current Year | $17,835,918 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A More Perfect Union Tides Center | |||||||
| PO Box 889385 | Los Angeles | CA | 90088 | NONE | PC | General Operating Support | $25,000 |
| American Jewish Joint Distribution Committee Inc | |||||||
| PO Box 4124 | New York | NY | 10163 | NONE | PC | Emergency Relief in Ukraine | $500,000 |
| Anti-Defamation League | |||||||
| 605 3rd Avenue 10th Floor | New York | NY | 10158 | NONE | PC | Center on Extremism | $200,000 |
| Barrow Street Nursery School | |||||||
| 27 Barrow Street 2nd Floor | New York City | NY | 10014 | NONE | PC | Barrow Grows 2024 Barrow Street Benefit | $10,000 |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | NONE | PC | General Operating Support Pacific Office | $50,000 |
| Booker T Washington Community Service Center | |||||||
| 800 Presidio Ave | San Francisco | CA | 94115 | NONE | PC | Bloom Ball Fundraising Gala | $10,000 |
| Booker T Washington Community Service Center | |||||||
| 800 Presidio Ave | San Francisco | CA | 94115 | NONE | PC | General Operating Support | $125,000 |
| Bring Change to Mind | |||||||
| 155 Sansome Street Suite Number 530 | San Francisco | CA | 94104 | NONE | PC | General Operating Support | $200,000 |
| Camp Ramah in Northern California | |||||||
| 969-G Edgewater Boulevard Suite 80 | Foster City | CA | 94404 | NONE | PC | 2024 General Operating Support | $25,000 |
| Camp Tawonga Jewish Community Corporation | |||||||
| 131 Steuart Street Suite 460 | San Francisco | CA | 94105 | NONE | PC | 2024 General Operating Support | $25,000 |
| Center for Reproductive Rights | |||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | NONE | PC | General Operating Support | $25,000 |
| Children's Museum of Manhattan | |||||||
| The Tisch Building 212 W 83rd Stree | New York | NY | 10024 | NONE | PC | Sunday Funday | $15,000 |
| Chronicle Season of Sharing Fund | |||||||
| PO Box 7844 | San Francisco | CA | 94120 | NONE | PC | 2024-2025 Campaign | $100,000 |
| Clean Air Task Force | |||||||
| 114 State Street 6th Floor | Boston | MA | 02109 | NONE | PC | General Operating Support | $150,000 |
| Columbia University | |||||||
| Hogan Hall Leval A | New York | NY | 10025 | NONE | PC | School of International and Public Affairs (SIPA) Winnarainbow | $90,000 |
| Congregation Emanu-El | |||||||
| 2 Lake Street | San Francisco | CA | 94118 | NONE | PC | Rabbinic Search | $6,550 |
| Congregation Emanu-El | |||||||
| 2 Lake Street | San Francisco | CA | 94118 | NONE | PC | Emanu-El Next Capital Campaign | $200,000 |
| Congregation Emanu-El | |||||||
| 2 Lake Street | San Francisco | CA | 94118 | NONE | PC | General Operating Support | $100,000 |
| Contina Impact (formerly Policy Impact) | |||||||
| 127 University Avenue | Berkeley | CA | 94710 | NONE | PC | Democracy Communications Fund Fund Endowment; Building Costs and Emanu-El Endowment Fund | $250,000 |
| Contina Impact (formerly Policy Impact) | |||||||
| 127 University Avenue | Berkeley | CA | 94710 | NONE | PC | Democracy Funders Network and Political Violence W | $15,000 |
| Contina Impact (formerly Policy Impact) | |||||||
| 127 University Avenue | Berkeley | CA | 94710 | NONE | PC | Guardian Fund | $100,000 |
| Corporation of the Fine Arts Museums | |||||||
| Golden Gate Park 50 Hagiwara Tea Ga | San Francisco | CA | 94118 | NONE | PC | Irving Penn Exhibition | $250,000 |
| Corporation of the Fine Arts Museums | |||||||
| Golden Gate Park 50 Hagiwara Tea Ga | San Francisco | CA | 94118 | NONE | PC | Patrons Circle Membership | $10,000 |
| Crohn's and Colitis Foundation of America Inc | |||||||
| 4104 24th Street Suite 909 | San Francisco | CA | 94114 | NONE | PC | Soiree by the Bay Fund Endowment; Building Costs and Emanu-El Endowment Fund | $2,500 |
| Giants Community Fund | |||||||
| Oracle Park 24 Willie Mays Plaza | San Francisco | CA | 94107 | NONE | PC | In Honor of Alex Tourk | $5,000 |
| Golden Gate National Parks Conservancy | |||||||
| 201 Fort Mason | San Francisco | CA | 94123 | NONE | PC | 2025 Trustee Fund | $10,000 |
| Greenlight Clinic | |||||||
| 336 Bon Air Center Suite 511 | Greenbrae | CA | 94904 | NONE | PC | General Operating Support | $7,500 |
| GreenLight Fund | |||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | NONE | PC | Bay Area Fund, Fund III | $25,000 |
| Harold Grinspoon Foundation | |||||||
| 67 Hunt Street Suite 100 | Agawam | MA | 01001 | NONE | PC | PJ Library | $10,000 |
| Honeymoon Israel Foundation Inc | |||||||
| 2406 Mount Vernon Road Suite 130 | Atlanta | GA | 30338 | NONE | PC | Bay Area Program | $62,500 |
| Illuminate the Arts | |||||||
| 228 Laidley Street | San Francisco | CA | 94131 | NONE | PC | Bay Lights Project | $500,000 |
| IsraAID (US) Global Humanitarian Assistance Inc | |||||||
| 9663 Santa Monica Boulevard Box 848 | Beverly Hills | CA | 90210 | NONE | PC | General Operating Support | $250,000 |
| J the Jewish News of Northern California | |||||||
| PO Box 192604 | San Francisco | CA | 94119 | NONE | PC | General Operating Support | $10,000 |
| Jewish Community Center of San Francisco | |||||||
| 3200 California Street | San Francisco | CA | 94118 | NONE | PC | General Operating Support | $150,000 |
| Jewish Community Center of the East Bay | |||||||
| 1414 Walnut Street | Berkeley | CA | 94709 | NONE | PC | General Operating Support | $25,000 |
| Jewish Community Center Sonoma County | |||||||
| 3421 Bonita Vista Lane | Santa Rosa | CA | 95404 | NONE | PC | General Operating Support | $10,000 |
| Jewish Community High School of the Bay | |||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | NONE | PC | In Honor of Barry Finestone | $100,000 |
| Jewish Community Relations Council | |||||||
| 121 Steuart Street Suite 301 | San Francisco | CA | 94105 | NONE | PC | General Operating Support | $250,000 |
| Jewish Federation Bay Area | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Support for A. Rabbino Donor Advised Fund (#1143) | $20,000 |
| Jewish Federation Bay Area | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | LiveSecure: Northern California | $100,000 |
| Jewish Federation Bay Area | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Israel Work | $75,000 |
| Jewish Federation Bay Area | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Transformation Fund | $333,333 |
| Jewish Film Institute | |||||||
| 145 9th Street Suite 200 | San Francisco | CA | 94103 | NONE | PC | General Operating Support | $25,000 |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | NONE | PC | CANVAS | $35,000 |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | NONE | PC | 2024 Membership & Sponsorship of JFN West Convenin | $12,500 |
| Jewish Partisan Educational Foundation Inc | |||||||
| 2266 California Street | San Francisco | CA | 94115 | NONE | PC | General Operating Support | $5,000 |
| Jewish Silicon Valley (formerly Addison-Penzak Jew | |||||||
| 14855 Oka Road Suite 201 | Los Gatos | CA | 95032 | NONE | PC | General Operating Support | $25,000 |
| KQED Inc | |||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | NONE | PC | Campaign 21 (Capital Project) | $200,000 |
| KQED Inc | |||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | NONE | PC | General Operating Support | $50,000 |
| Menlo College | |||||||
| 1000 El Camino Real | Atherton | CA | 94027 | NONE | PC | Center for Public Speaking Convening | $500,000 |
| Mind Share Partners | |||||||
| 201 Spear Street Suite 1100 | San Francisco | CA | 94105 | NONE | PC | General Operating Support Initiative | $75,000 |
| Mount Tamalpais College | |||||||
| PO Box 492 | San Quentin | CA | 94964 | NONE | PC | General Operating Support | $10,000 |
| Neighbors for a Better San Francisco | |||||||
| 465 California Street Suite 425 | San Francisco | CA | 94104 | NONE | PC | General Operating Support | $82,500 |
| Neighbors for a Better San Francisco | |||||||
| 465 California Street Suite 425 | San Francisco | CA | 94104 | NONE | PC | Ranked-Choice Voting Education | $100,000 |
| One America Movement | |||||||
| 4450 Mitchellville Road 1021 | Bowie | MD | 20716 | NONE | PC | General Operating Support | $50,000 |
| Osher Marin Jewish Community Center | |||||||
| 200 N San Pedro Road | San Rafael | CA | 94903 | NONE | PC | General Operating Support | $50,000 |
| Oshman Family Jewish Community Center | |||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | NONE | PC | General Operating Support | $25,000 |
| Oxford Academy | |||||||
| 1393 Boston Post Road | Westbrook | CT | 06498 | NONE | PC | General Operating Support | $5,000 |
| PEF Israel Endowment Funds Inc | |||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | NONE | PC | Account #129 LDAN Fund | $250,000 |
| Peninsula Jewish Community Center | |||||||
| 800 Foster City Boulevard | Foster City | CA | 94404 | NONE | PC | General Operating Support | $50,000 |
| Planned Parenthood Northern California | |||||||
| 2185 Pacheco Street | Concord | CA | 94520 | NONE | PC | General Operating Support | $50,000 |
| Planned Parenthood South Atlantic | |||||||
| 100 South Boylan Ave | Raleigh | NC | 27603 | NONE | PC | General Operating Support | $25,000 |
| Planned Parenthood Southeast Inc | |||||||
| 241 Peachtree Street NE Suite 400 | Atlanta | GA | 30303 | NONE | PC | General Operating Support | $25,000 |
| Pritzker Military Museum & Library | |||||||
| 104 S Michigan Avenue Suite 400 | Chicago | IL | 60603 | NONE | PC | 2024 Liberty Gala | $5,000 |
| Protect Democracy Project | |||||||
| 2020 Pennsylvania Avenue NW 163 | Washington | DC | 20006 | NONE | PC | General Operatiing Support Oscar Tang | $150,000 |
| QBOX | |||||||
| 548 Precita Avenue | San Francisco | CA | 94110 | NONE | PC | Capital Project Project); National Photography Collection | $25,000 |
| Red Wine & Blue Education Fund | |||||||
| 3675 Warrensville Center Road 202 | Cleveland | OH | 44120 | NONE | PC | General Operating Support | $25,000 |
| Safe & Sound | |||||||
| 1757 Waller Street | San Francisco | CA | 94117 | NONE | PC | 2024 General Operating Support | $75,000 |
| San Francisco-Marin Food Bank | |||||||
| 900 Pennysylvania Avenue | San Francisco | CA | 94107 | NONE | PC | General Operating Support | $25,000 |
| San Francisco Day School | |||||||
| 350 Masonic Avenue | San Francisco | CA | 94118 | NONE | PC | Joel Young Fund | $5,000 |
| San Francisco Free Clinic | |||||||
| 4900 California Street | San Francisco | CA | 94118 | NONE | PC | General Operating Support | $5,000 |
| San Francisco Museum of Modern Art | |||||||
| 151 Third Street | San Francisco | CA | 94103 | NONE | PC | 2025 FOG Design + Art | $25,000 |
| San Francisco Museum of Modern Art | |||||||
| 151 Third Street | San Francisco | CA | 94103 | NONE | PC | Director's Circle | $20,000 |
| San Francisco Parks Alliance | |||||||
| Attn Development 166 Geary Street | San Francisco | CA | 94108 | NONE | PC | Party for the Parks 2024 | $10,000 |
| SFFILM | |||||||
| 39 Mesa Street Suite 110 The Presi | San Francisco | CA | 94129 | NONE | PC | General Operating Support | $25,000 |
| Shalom Bayit | |||||||
| PO Box 2883 | Berkeley | CA | 94702 | NONE | PC | General Operating Support | $25,000 |
| Shalom Bayit | |||||||
| PO Box 2883 | Berkeley | CA | 94702 | NONE | PC | Transition Fund Funders Network Membership | $10,000 |
| Shalom Hartman Institute of North America | |||||||
| 475 Riverside Drive Suite 1450 | New York | NY | 10115 | NONE | PC | Bay Area Program, North America Program, Israel Pr | $100,000 |
| Stanford University Board of Trustees | |||||||
| Development Services PO Box 20466 | Stanford | CA | 94300 | NONE | PC | Visiting Israeli Scholar Program Center for Youth Wellness | $25,000 |
| Stern Grove Festival Association | |||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | NONE | PC | 2024 Big Picnic | $7,500 |
| The Center for Election Innovation & Research | |||||||
| 1802 Vernon Street NW PMB 2393 | Washington | DC | 20009 | NONE | PC | Election Official Legal Defense Network | $100,000 |
| The Commonwealth Club of California | |||||||
| 110 The Embarcadero | San Francisco | CA | 94105 | NONE | PC | General Operating Support | $25,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | Guitar Gallery | $83,334 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | Modern and Contemporary Research | $50,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | Acquisition of Master of the Canesso Peddler (Maes | $100,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | Trustee Fund for the Met Funders Network Membership | $150,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | Bluff Collaborative | $355,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | New Modern Wing (Capital Project) Program | $5,000,000 |
| The New York Historical | |||||||
| 170 Central Park West | New York | NY | 10024 | NONE | PC | In honor of Agnes Hsu-Tang | $25,000 |
| TogetherSF | |||||||
| 2505 Mariposa Street | San Francisco | CA | 94110 | NONE | PC | General Operating Support | $125,000 |
| University of California San Francisco Foundation | |||||||
| UCSF Cardiology Division 505 Parnas | San Francisco | CA | 94143 | NONE | PC | Cardiology Council | $25,000 |
| University of California San Francisco Foundation | |||||||
| Box 0984 401 Parnassus Avenue | San Francisco | CA | 94143 | NONE | PC | UCSF Focused Ultrasound Program | $1,666,667 |
| University of California San Francisco Foundation | |||||||
| 220 Montgomery Street 5th Floor UC | San Francisco | CA | 94143 | NONE | PC | Capital Project | $2,500,000 |
| UpStart | |||||||
| 1111 Broadway 3rd Floor | Oakland | CA | 94607 | NONE | PC | General Operating Support | $25,000 |
| URJ Camp Newman | |||||||
| 4088 Porter Creek Road | Santa Rosa | CA | 95404 | NONE | PC | 2024 General Operating Support | $25,000 |
| Voter Participation Center | |||||||
| 1707 L Street NW Suite 950 | Washington | DC | 20036 | NONE | PC | General Operating Support South of Israel | $100,000 |
| Working in the Schools | |||||||
| 641 West Lake Street Suite 200 | Chicago | IL | 60661 | NONE | PC | General Operating Support | $25,000 |
| Workmoney Foundation Inc | |||||||
| 790 N Milwaukee Street Suite 300 | Milwaukee | WI | 53202 | NONE | PC | General Operating Support | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,119,884 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Bring Change to Mind | ||||||||
| 155 Sansome Street Suite Number 530 | San Francisco | CA | 94104 | NONE | PC | General Operating Support | $0 | |
| Booker T Washington Community Service Center | ||||||||
| 800 Presidio Ave | San Francisco | CA | 94115 | NONE | PC | General Operating Support | $0 | |
| Center for Reproductive Rights | ||||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | NONE | PC | General Operating Support | $0 | |
| Clean Air Task Force | ||||||||
| 114 State Street 6th Floor | Boston | MA | 02109 | NONE | PC | General Operating Support | $0 | |
| Congregation Emanu-El | ||||||||
| 2 Lake Street | San Francisco | CA | 94118 | NONE | PC | Emanu-El Next Capital Campaign | $0 | |
| Congregation Emanu-El | ||||||||
| 2 Lake Street | San Francisco | CA | 94118 | NONE | PC | General Operating Support | $0 | |
| IsraAID (US) | ||||||||
| 9663 Santa Monica Boulevard Box 848 | Beverly Hills | CA | 90210 | NONE | PC | General Operating Support | $0 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | General Operating Support | $0 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Transformation Fund | $0 | |
| Jewish Funders Network | ||||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | NONE | PC | CANVAS | $0 | |
| Menlo College | ||||||||
| 1000 El Camino Real | Atherton | CA | 94027 | NONE | PC | Center for Public Speaking | $0 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94520 | NONE | PC | General Operating Support | $0 | |
| Policy Impact | ||||||||
| 127 University Avenue | Berkeley | CA | 94710 | NONE | PC | Guardian Fund | $0 | |
| SF FILM | ||||||||
| 39 Mesa Street Suite 110 The Presi | San Francisco | CA | 94129 | NONE | PC | General Operating Support | $0 | |
| The Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | Guitar Gallery | $0 | |
| The Metropolitan Museum of Art | ||||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | Bluff Collaborative | $0 | |
| TogetherSF - General Operating Support | ||||||||
| 2505 Mariposa Street | San Francisco | CA | 94110 | NONE | PC | General Operating Support | $0 | |
| University of California San Francisco | ||||||||
| 220 Montgomery Street 5th Floor UC | San Francisco | CA | 94143 | NONE | PC | Child, Teen and Family Center | $0 | |
| University of California San Francisco | ||||||||
| Box 0984 401 Parnassus Avenue | San Francisco | CA | 94143 | NONE | PC | UCSF Focused Ultrasound Program Fund | $0 | |
| Grant Payable Discount | ||||||||
| Three Lagoon Drive | Redwood City | CA | 94065 | NONE | PC | Present Value Discount for Multi-Year Grants | $0 | 220 Montgomery St 5th Floor UCSF |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $19,588,965 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,376 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,791 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP FLOW-THROUGH | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$70 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,515 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SETTLEMENT T-915 TRUST | ContributorPersonNm |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Bahamas Financial Centre 2nd Floor | AddressLine1Txt |
| City | NASSAU | CityNm |
| Province Or State | New Providence | ProvinceOrStateNm |
| Country | BF | CountryCd |
| Foreign Postal | P.O. Box N-4899 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $18,300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $49,820 | Amt |
| Net Investment Income | $24,910 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,910 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | THIRD PLATEAU SOCIAL IMPACT STRATEG | ContractorPersonNm |
| Explanation | CONSULTING | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2019-02-15 | $1,534 | $1,509 | SL | 5 | $25 |
| COMPUTER EQUIPMENT | 2019-04-09 | $2,261 | $2,147 | SL | 5 | $114 |
| COMPUTER EQUIPMENT | 2019-11-26 | $2,167 | $1,768 | SL | 5 | $399 |
| WEBSITE | 2019-10-04 | $3,949 | $3,949 | SL | 3 | |
| OFFICE FURNITURE | 2020-03-03 | $2,885 | $2,212 | SL | 5 | $577 |
| COMPUTER EQUIPMENT | 2021-12-08 | $2,745 | $1,144 | SL | 5 | $549 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUND IN 457(B) PLAN | StockNm |
| EOY Book Value | $299,870 | EOYBookValueAmt |
| EOYFMV | $299,870 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FARALLON CAPITAL INSTL. PTNRS. | $86,186 | $70,118 |
| FCIP, LTD SPIN-OFF | $934 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,534 | $1,534 | |
| COMPUTER EQUIPMENT | $2,261 | $2,261 | |
| COMPUTER EQUIPMENT | $2,167 | $2,167 | |
| WEBSITE | $3,949 | $3,949 | |
| OFFICE FURNITURE | $2,885 | $2,789 | $96 |
| COMPUTER EQUIPMENT | $2,745 | $1,693 | $1,052 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $32,229 | LegalFeesAmt |
| Disbursements Charitable Prps | $21,148 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP PORTFOLIO EXPENSES | $71 | $71 | |
| OFFICE EXPENSES | $1,904 | $1,951 | |
| PAYROLL EXPENSES | $960 | $960 | |
| WORKERS COMPENSATION INSURANCE | $4,257 | $4,257 | |
| INSURANCE | $3,349 | $3,349 | |
| GIFTS | $1,849 | $1,294 | |
| MEMBERSHIP FEE | $380 | $555 | |
| EMPLOYEE EXPENSES | $10,973 | $11,027 | |
| PARTNERSHIP EXPENSE - OTHER | $72 | $72 | |
| SOFTWARE MAINTENANCE | $5,940 | $12,340 | |
| BANK FEES |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP FLOW-THROUGH | Desc |
| Revenue And Expenses Per Books | -$70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$70 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PTO LIABILITY | $20,171 | $7,822 |
| ACCRUED EXPENSES - 457(B) PLAN | $250,602 | $299,959 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHILANTHROPIC ADVISING & MGMT | CategoryTxt |
| Amt | $310,195 | Amt |
| Disbursements Charitable Prps | $333,528 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY OF STATE-ILLINOIS | $15 | $15 | |
| PAYROLL TAXES | $18,916 | $18,916 | |
| FEDERAL EXCISE TAX | $1,588 | ||
| PARTNERSHIP FOREIGN TAXES | $2 | $2 | |
| CALIFORNIA TAXES | $400 | $400 |
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