EVELYN AND WALTER HAAS JR FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN AND WALTER HAAS JR FUND (EIN 94-6068932)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349103615
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T13:26:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 N 1ST ST STE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | 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 | 946068932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVELYN AND WALTER HAAS JR FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVEL | BusinessNameControlTxt |
| Phone | 4158561400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 SANSOME STREET 16TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941113324 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK OROZCO | PersonNm |
| Person Title | VP OF FINANCE AND OPERATIONS | PersonTitleTxt |
| Phone | 4158561400 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $484,032,861 | 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 | $30,949 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,949 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,189,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,804,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,969,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,969,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,955,434 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,097,943 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,870,864 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $43,288,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,661,406 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $727,140 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $132,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $594,840 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,124,590 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $33,337 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,163,126 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,053,709 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $47,070 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,008,442 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $178,729 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $178,729 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $128,061 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $75,355 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,576 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,371 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $503 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,798 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $536,891 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $343,333 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $460,653 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $708,070 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $708,070 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $107,989 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $107,282 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $18,586 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $29,136 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,200,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,844,766 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $464,504 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,347,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,476,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,380,503 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,909,378 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,257,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,476,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,880,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,031,262 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,184,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $695,014 | CashBOYAmt |
| Cash EOY | $1,986,125 | CashEOYAmt |
| Cash EOYFMV | $1,986,125 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $741,523 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $520,697 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $520,697 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $457,686,675 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $472,224,879 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $472,224,879 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,783,900 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,437,298 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,807,255 | LandBOYAmt |
| Land EOY | $2,346,602 | LandEOYAmt |
| Land EOYFMV | $2,346,602 | LandEOYFMVAmt |
| Other Assets BOY | $7,191,377 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,954,558 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,954,558 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $469,121,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $484,032,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $484,032,861 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $273,362 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $224,639 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,763,911 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,173,288 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $9,462,076 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,113,990 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,499,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,511,917 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $450,622,495 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $468,520,944 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $450,622,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $468,520,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $469,121,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $484,032,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $450,622,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,031,262 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,867,187 | OtherIncreasesAmt |
| Subtotal | $468,520,944 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $468,520,944 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| STL FUND, A SERIES OF GLOBAL ENDOWMENT | P | 2024-01-01 | 2024-12-31 | $26,770 | $26,770 | $26,770 | |
| HJF INVESTMENTS HOLDINGS, LP | P | 2024-01-01 | 2024-12-31 | $25,942,816 | $20,713,595 | $20,713,595 | $5,229,221 |
| GEM LIQUID MARKETS FUND A, LP | P | 2024-01-01 | 2024-12-31 | $215,069 | $215,069 | $215,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,955,434 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $419,568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $419,568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $419,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $167,967 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $245,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $412,967 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,293 | EsPenaltyAmt |
| Tax Due | $10,894 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HAASJR.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158561400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 SANSOME STREET 16TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941113324 | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CATHY CHA | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | PRESIDENT AND CEO | 40.00 | $462,540 | $137,446 | $0 |
| MARCOS OROZCO III | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | SECRETARY AND TREASURER | 40.00 | $264,600 | $74,426 | $0 |
| WALTER J HAAS | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | CHAIR | 8.00 | $0 | $0 | $0 |
| ELIZABETH H EISENHARDT | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROBERT D HAAS | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JESSE EISENHARDT | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ELISE HAAS | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| WALTER A HAAS III | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT JOSEPH | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | VICE PRESIDENT OF PR | 40.00 | $249,949 | $70,957 | $0 |
| IRA HIRSCHFIELD | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | PRESIDENT EMERITUS | 40.00 | $250,000 | $59,217 | $598 |
| RAUL MACIAS | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | PROGRAM DIRECTOR | 40.00 | $183,349 | $80,616 | $0 |
| MALIHA SADIQ | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | DIRECTOR OF COMMUNIC | 40.00 | $179,010 | $81,053 | $0 |
| MICHAEL GREEN | ||||||||
| 450 SANSOME STREET 16TH FLOOR | SAN FRANCISCO | CA | 941113324 | DIRECTOR OF FINANCE | 40.00 | $158,374 | $56,185 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLOBAL ENDOWMENT MANAGEMENT | |||||
| 224 W TREMONT AVENUE | CHARLOTTE | NC | 28203 | INVESTMENT MANAGEMENT | $2,198,958 |
| ORRICK HERRINGTON & SUTCLIFFE LLP | |||||
| 2121 MAIN STREET | WHEELING | WV | 26003 | LEGAL | $164,219 |
| HOOD & STRONG LLP | |||||
| 2580 N 1ST STREET SUITE 460 | SAN JOSE | CA | 95131 | AUDIT AND TAX SERVICES | $116,610 |
| WILLIAM H WOODWELL | |||||
| 208 FAYETTE STREET | STAUNTON | VA | 24401 | COMMUNICATIONS CONSULTING | $92,721 |
| SHAKE TECHNOLOGIES INC | |||||
| 57 SHAKESPEARE ST | DALY CITY | CA | 94014 | IT CONSULTING | $57,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONSULTATION TO LOCAL AND NATIONAL NONPROFIT LEADERS ON MAJOR INITIATIVES, MEETING AND ADVISING HIGH NET WORTH INDIVIDUALS TO ENCOURAGE AND EXPAND THEIR PHILANTHROPY, SERVICE OF FOUNDATION STAFF ON NONPROFIT BOARDS AND ADVISORY COUNCILS, TECHNICAL ASSISTANCE TO NONPROFIT ORGANIZATIONS ON A VARIETY OF ISSUES AND CONVENING MEETINGS OF NONPROFIT LEADERS AND GRANT MAKERS. | Description1Txt |
| Expenses1 | $2,863,094 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,338,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $472,224,879 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $474,563,149 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $474,563,149 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,118,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $467,444,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,372,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,372,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $419,568 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $408,237 | IncomeTaxAmt |
| Total Tax | $827,805 | TotalTaxAmt |
| Distributable Before Adj | $22,544,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,544,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,544,430 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,880,503 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $29,880,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,544,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,500,337 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,635,070 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,575,510 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,978,179 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,049,759 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,738,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,880,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,544,430 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,336,073 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,074,928 | 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 | $9,500,337 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,574,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,635,070 | ExcessFromYear4Amt |
| Excess From Year3 | $2,575,510 | ExcessFromYear3Amt |
| Excess From Year2 | $9,978,179 | ExcessFromYear2Amt |
| Excess From Year1 | $7,049,759 | ExcessFromYear1Amt |
| Excess From Current Year | $7,336,073 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (180 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF SOUTHERN CALIFORNIA | ||||||||
| 1313 WEST EIGHTH STREET | LOS ANGELES | CA | 900170000 | N/A | PC | TO SUPPORT LANGUAGE ACCESS, EXPAND VOTING RIGHTS, AND DEFEND AND REFORM THE CALIFORNIA VOTING RIGHTS ACT. | $150,000 | |
| ALIENTO EDUCATION FUND | ||||||||
| 4747 N 32ND ST | PHOENIX | AZ | 85018 | N/A | PC | TO SUPPORT IMMIGRANT YOUTH LEADERSHIP DEVELOPMENT AND ENGAGEMENT. | $115,000 | |
| AMERICAN BUSINESS IMMIGRATION COALITION | ||||||||
| 1805 S ASHLAND AVE | CHICAGO | IL | 60608 | N/A | PC | TO SEED EFFORTS TO SCALE BUSINESS AND EMPLOYER COALITIONS IN CALIFORNIA TO PUSH BACK AGAINST DEPORTATIONS. TO LEAD A NATIONWIDE COALITION ADVANCING LEGAL AND POLICY SOLUTIONS, ECONOMIC MOBILITY, AND STRATEGIC COMMUNICATIONS IN SUPPORT OF IMMIGRANT RIGHTS. | $215,000 | |
| AMERICAN CIVIL LIBERTIES UNION FDN | ||||||||
| 39 DRUMM STREET | SAN FRANCISCO | CA | 94111 | N/A | PC | HONORARIUM | $10,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTHERN CALIFORNIA | ||||||||
| 39 DRUMM STREET | SAN FRANCISCO | CA | 94111 | N/A | PC | TO EXPAND AND DEFEND VOTING RIGHTS, EXPAND ACCESS TO LANGUAGE SERVICES, AND ESTABLISH OPPORTUNITIES FOR VOTER REGISTRATION AT STATE AGENCIES. FOR ASSISTANCE WITH DESIGN AND ANALYSIS OF POLLING ON CALIFORNIA DEMOCRACY. | $55,500 | |
| AMERICA'S VOICE EDUCATIONAL FUND | ||||||||
| 1250 I ST NW SUITE 1003 | WASHINGTON | DC | 20005 | N/A | PC | TO STRENGTHEN STRATEGIC COMMUNICATIONS CAPACITY AND RAPID RESPONSE EFFORTS IN THE IMMIGRANT RIGHTS MOVEMENT. | $100,000 | |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | N/A | PC | FOR GENERAL SUPPORT; FOR AN HONORARIUM IN HONOR OF MARIA ANGUIANO. | $5,500 | |
| ARTE | ||||||||
| 3176 DECATUR AVENUE 3A | BRONX | NY | 10467 | N/A | PC | FOR GENERAL SUPPORT. | $1,000 | |
| ASIAN AMERICAN FUTURES | ||||||||
| 15333 CULVER DRIVE STE 240-3181 | IRVINE | CA | 92604 | N/A | PC | FOR THE ACTIVATE CA PROJECT TO UTILIZE MICRO-INFLUENCERS AND CONTENT CREATORS TO REACH LOW-PROPENSITY AAPI VOTERS BETWEEN THE AGES OF 18-29 THROUGH SOCIAL MEDIA CONTENT AND DIRECT MAILERS. FOR ASSISTANCE WITH DESIGN AND ANALYSIS OF POLLING ON CALIFORNIA DEMOCRACY. FOR POLLING OF ORANGE COUNTY VOTERS. | $60,500 | |
| ASIAN AMERICANSPACIFIC ISLANDERS IN PHILANTHROPY | ||||||||
| 1714 FRANKLIN STREET SUITE 100-386 | OAKLAND | CA | 94612 | N/A | PC | FOR MEMBERSHIP DUES. | $5,000 | |
| ASIAN PACIFIC ENVIRONMENTAL NETWORK | ||||||||
| 1212 BROADWAY SUITE 200 | OAKLAND | CA | 94612 | N/A | PC | FOR ITS 30TH ANNIVERSARY CELEBRATION. | $5,000 | |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC | ||||||||
| 42 BROADWAY FLOOR 20 | NEW YORK | NY | 10004 | N/A | PC | FOR MEMBERSHIP DUES. | $10,000 | |
| ASYLUM SEEKER ADVOCACY PROJECT INC | ||||||||
| 228 PARK AVENUE SOUTH 84810 | NEW YORK | NY | 10003 | N/A | PC | TO ADVANCE THE RIGHTS OF ASYLUM SEEKERS IN THE UNITED STATES. TO CONVENE AND BUILD THE CAPACITY OF MEMBERSHIP-BASED IMMIGRANT RIGHTS ORGANIZATIONS. | $145,000 | |
| BAY AREA DISCOVERY MUSEUM | ||||||||
| 557 MCREYNOLDS ROAD | SAUSALITO | CA | 94965 | N/A | PC | FOR GENERAL SUPPORT. | $15,000 | |
| BAY AREA HYBRID COLLEGE INITIATIVE | ||||||||
| 1503 MACDONALD AVE SUITE A | RICHMOND | CA | 94801 | N/A | PC | TO SOLIDIFY THE RIVET SCHOOL BRIDGE PROGRAM IN OAKLAND. FOR GENERAL SUPPORT. | $103,400 | |
| BEYOND 12 EDUCATION INC | ||||||||
| 1625 CLAY ST SUITE 100 | OAKLAND | CA | 94612 | N/A | PC | TO PILOT A VIRTUAL COACHING PROGRAM AT UC RIVERSIDE THAT HELPS STUDENTS NAVIGATE THE RE-ENROLLMENT PROCESS AND PERSIST TO DEGREE ATTAINMENT. | $125,000 | |
| BLACK ALLIANCE FOR JUST IMMIGRATION | ||||||||
| 660 NOSTRAND AVENUE | BROOKLYN | NY | 11216 | N/A | PC | TO BUILD ORGANIZING AND SERVICE CAPACITY TO ADVANCE THE RIGHTS OF MIGRANT FAMILIES AND YOUTH. | $150,000 | |
| BOYS AND GIRLS CLUB OF SF | ||||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | FOR GENERAL SUPPORT. | $1,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DRIVE GOLDEN | SAN FRANCISCO | CA | 94118 | N/A | PC | FOR AN ANNUAL CONTRIBUTION. | $5,000 | GATE PARK |
| CALIFORNIA ASSOCIATION OF NON PROFITS | ||||||||
| 400 MONTGOMERY STREET SUITE 500 | SAN FRANCISCO | CA | 94104 | N/A | PC | FOR ORGANIZATIONAL MEMBERSHIP. | $5,000 | |
| CALIFORNIA BLACK POWER NETWORK | ||||||||
| 3553 ATLANTIC AVENUE SUITE B 1240 | LONG BEACH | CA | 90807 | N/A | PC | TO STRENGTHEN A STATEWIDE NETWORK OF BLACK-LED AND BLACK-SERVING COMMUNITY BASED ORGANIZATIONS SEEKING TO DISMANTLE SYSTEMIC AND ANTI-BLACK RACISM. TO SUPPORT A NEW INDEPENDENT REVENUE GENERATION PROJECT WITH SUPPORT FROM THE PROGRESSIVE MULTIPLIER FUND. | $120,000 | |
| CALIFORNIA BUDGET AND POLICY CENTER | ||||||||
| 1107 9TH STREET SUITE 310 | SACRAMENTO | CA | 95814 | N/A | PC | FOR ITS 30TH ANNIVERSARY AND POLICY INSIGHTS CONFERENCE. FOR ITS 2024 POLICY INSIGHTS CONFERENCE. FOR GENERAL SUPPORT. | $31,000 | |
| CALIFORNIA CALLS EDUCATION FUND | ||||||||
| 4801 EXPOSITION BLVD | LOS ANGELES | CA | 90016 | N/A | PC | FOR VOTER ENGAGEMENT AND DEMOCRACY REFORM. TO SUPPORT THE CONVENING OF WE ARE CALIFORNIA/PROJECT DAY ONE COALITION, AND NARRATIVE AND AGENDA DEVELOPMENT. FOR THE MILLION VOTERS PROJECT OF CALIFORNIA CALLS TO ENGAGE VOTERS IN THE 2024 ELECTION. | $650,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 717 W TEMPLE ST | LOS ANGELES | CA | 90012 | N/A | PC | FOR THE 2024 DEMOCRACY FUND AT THE CALIFORNIA COMMUNITY FOUNDATION TO SUPPORT CIVIC ENGAGEMENT. 2025 LAPEFC MEMBERSHIP | $105,000 | |
| CALIFORNIA COMPETES | ||||||||
| 1201 MARTIN LUTHER KING JR WAY | OAKLAND | CA | 94612 | N/A | PC | TO CALIFORNIA COMPETES TO STRENGTHEN ITS RESEARCH AND ADVOCACY EFFORTS ON POLICY ISSUES RELATED TO HIGHER EDUCATION AND WORKFORCE DEVELOPMENT IN CALIFORNIA. TO SPONSOR THEIR 2025 NONPARTISAN HIGHER EDUCATION POLICY EVENTS. TO SPONSOR THEIR 2025 NONPARTISAN HIGHER EDUCATION POLICY EVENTS. | $215,000 | SUITE 100 |
| CALIFORNIA IMMIGRANT POLICY CENTER | ||||||||
| 634 S SPRING ST SUITE 600A | LOS ANGELES | CA | 90014 | N/A | PC | TO ADVANCE THE ECONOMIC MOBILITY OF IMMIGRANT YOUTH AND STRENGTHEN REGIONAL ADVOCACY AND ORGANIZING INFRASTRUCTURE FOR THE BENEFIT OF ALL IMMIGRANTS IN CALIFORNIA. OVER 18 MONTHS.; FOR COLAB TO ADVANCE NARRATIVE CHANGE CAPACITY BUILDING AND COLLABORATION ACROSS THE IMMIGRANT RIGHTS FIELD. | $300,000 | |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | ||||||||
| 2015 STEINER STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | TO DELIVER HEALTHCARE AND OTHER SERVICES TO PATIENTS AND COMMUNITIES. | $30,000 | |
| CAMPAIGN FOR COLLEGE OPPORTUNITY | ||||||||
| 1149 S HILL ST SUITE 925 | LOS ANGELES | CA | 90015 | N/A | PC | FOR EDUCATION AND ADVOCACY EFFORTS TO INCREASE COLLEGE ACCESS AND AFFORDABILITY IN CALIFORNIA. | $300,000 | |
| CANDID | ||||||||
| 360 22ND STREET SUITE 500 | OAKLAND | CA | 94612 | N/A | PC | TO PROVIDE THE PUBLIC AND FOUNDATIONS DETAILED FINANCIAL AND OTHER INFORMATION ABOUT NONPROFIT ORGANIZATIONS IN THE U.S. | $8,250 | |
| CATALYST CALIFORNIA | ||||||||
| 1910 WEST SUNSET BLVD SUITE 500 | LOS ANGELES | CA | 90026 | N/A | PC | TO SUPPORT EFFORTS TO CREATE A COALITION SPACE TO EXPLORE CAMPAIGN FINANCE REFORM AND ESTABLISH A COALITION IN ORANGE COUNTY TO EXPLORE OPPORTUNITIES TO ENACT DEMOCRACY DOLLARS. FOR ASSISTANCE WITH DESIGN AND ANALYSIS OF POLLING ON CALIFORNIA DEMOCRACY. | $135,500 | |
| CENTER FOR ARTIFICIAL INTELLIGENCE SAFETY INC | ||||||||
| 505 MONTGOMERY STREET FLOOR 11 | SAN FRANCISCO | CA | 94111 | N/A | PC | FOR GENERAL SUPPORT IN HONOR OF MELISSA LOPEZ. | $5,000 | |
| CENTER FOR COMMUNITY CHANGE | ||||||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | N/A | PC | TO ADVANCE ECONOMIC MOBILITY AND JUSTICE FOR IMMIGRANT COMMUNITIES. | $200,000 | |
| CENTER FOR EFFECTIVE PHILANTHROPY | ||||||||
| 675 MASSACHUSETTS AVENUE 7TH FLOOR | CAMBRIDGE | MA | 02139 | N/A | PC | FOR MEMBERSHIP DUES. | $10,000 | |
| CENTER FOR EMPOWERED POLITICS EDUCATION FUND | ||||||||
| 1212 BROADWAY SUITE 700 | OAKLAND | CA | 94612 | N/A | PC | FOR THE OAKLAND RISING PROJECT TO CONDUCT VOTER ENGAGEMENT AND LEADERSHIP DEVELOPMENT IN ALAMEDA COUNTY. FOR THE BAY RISING PROJECT'S GOVERNMENT POWER PROJECT FOR LEADERSHIP DEVELOPMENT AND CO-GOVERNANCE WORK. FOR THE OAKLAND RISING PROJECT TO DEVELOP AN INDEPENDENT REVENUE GENERATION PROJECT WITH SUPPORT FROM THE PROGRESSIVE MULTIPLIER FUND. | $197,500 | |
| CENTER FOR HUMANE TECHNOLOGY | ||||||||
| 77 VAN NESS AVE 101-1601 | SAN FRANCISCO | CA | 94102 | N/A | PC | FOR GENERAL SUPPORT IN HONOR OF MELISSA LOPEZ. | $5,000 | |
| CENTRAL COAST ALLIANCE UNITED FOR A SUSTAINABLE ECONOMY | ||||||||
| 56 E MAIN ST 210 | VENTURA | CA | 93001 | N/A | PC | FOR LEADERSHIP DEVELOPMENT OF MIDDLE MANAGEMENT AND NEW SUPERVISORS AT NON-PROFITS IN THE CENTRAL COAST. | $25,000 | |
| CENTRAL VALLEY PARTNERSHIP | ||||||||
| 2721 VENTURA STREET 108 | FRESNO | CA | 93721 | N/A | PC | TO DEVELOP AND SUPPORT A COALITION SEEKING TO DEFEND AND EXPAND ACCESS TO THE CALIFORNIA VOTING RIGHTS ACT. | $100,000 | |
| CENTRO BINACIONAL PARA EL DESARROLLO INDGENA OAXAQUEO | ||||||||
| 2911 EAST TULARE AVENUE | FRESNO | CA | 93721 | N/A | PC | TO PROVIDE SERVICES AND ADVOCATE FOR THE LEGAL AND LINGUISTIC NEEDS OF INDIGENOUS MIGRANTS AND FAMILIES IN THE CENTRAL VALLEY AND CENTRAL COAST. | $50,000 | |
| CHINESE FOR AFFIRMATIVE ACTION | ||||||||
| 17 WALTER U LUM PLACE | SAN FRANCISCO | CA | 94108 | N/A | PC | TO SUPPORT BUILDING A COALITION TO EXPAND ACCESS TO VOTING OPPORTUNITIES FOR IMMIGRANTS. FOR THE CALIFORNIA LOCAL VOTING COALITION'S EFFORTS TO EXPAND IMMIGRANT VOTING RIGHTS. | $100,000 | |
| CHINESE PROGRESSIVE ASSOCIATION | ||||||||
| 1042 GRANT AVENUE 5TH FLOOR | SAN FRANCISCO | CA | 94133 | N/A | PC | FOR THE ASIAN AMERICANS AND PACIFIC ISLANDERS FOR CIVIC EMPOWERMENT EDUCATION FUND PROJECT TO POLLING, RESEARCH, AND POLICY DEVELOPMENT TO SUPPORT AAPI CIVIC PARTICIPATION. TO SUPPORT AAPI LEADERSHIP DEVELOPMENT, AND VOTER EDUCATION AND OUTREACH. | $165,000 | |
| CHRONICLE SEASON OF SHARING FUND | ||||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | TO SUPPORT SEASON OF SHARING'S RESEARCH AND INNOVATIVE MARKETING EXPERIMENTS TO ENGAGE YOUNGER AND MORE DIVERSE DONORS, AND IMPLEMENTATION OF REFRESHED BRANDING, POSITIONING AND FUNDRAISING STRATEGIES. TO HELP RAISE AND DISTRIBUTE EMERGENCY SUPPORT TO FAMILIES AND INDIVIDUALS IN THE BAY AREA. FOR GENERAL SUPPORT. | $1,524,500 | |
| CITY OF OAKLAND | ||||||||
| 150 FRANK H OGAWA PLAZA SUITE 4340 | OAKLAND | CA | 94612 | N/A | GOV | FOR THE CITY OF OAKLAND'S PUBLIC ETHICS COMMISSION TO ADD CAPACITY TO ASSIST WITH THE DEVELOPMENT AND IMPLEMENTATION OF AN EQUITY-CENTERED DEMOCRACY DOLLARS ENGAGEMENT PLAN. | $200,000 | |
| CIVIC SPACE FOUNDATION | ||||||||
| 760 FELL STREET | SAN FRANCISCO | CA | 94117 | N/A | PC | FOR ITS CIVIC JOY FUND. | $25,000 | |
| COALITION FOR HUMANE IMMIGRANT RIGHTS OF LOS ANGELES | ||||||||
| 2533 W THIRD STREET SUITE 101 | LOS ANGELES | CA | 90057 | N/A | PC | TO STRENGTHEN IMMIGRANT RIGHTS MOVEMENT LITIGATION. TO SUPPORT LEGAL PATHWAYS AND ECONOMIC MOBILITY FOR IMMIGRANT COMMUNITIES. | $150,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | FOR THE DEVELOPMENT OF A LANGUAGE ACCESS CAMPAIGN. FOR THE CALIFORNIA INITIATIVE FOR TECHNOLOGY AND DEMOCRACY PROJECT'S COMMUNITY OUTREACH AS WELL AS FOR THE CALIFORNIA COMMON CAUSE PROJECT'S INDEPENDENT REVENUE GENERATION EXPERIMENT. FOR CALIFORNIA COMMON CAUSE FOR DEMOCRACY REFORM. | $305,000 | |
| COMMUNICATIONS NETWORK | ||||||||
| 1717 N NAPER BLVD STE 200-20 | NAPERVILLE | IL | 60563 | N/A | PC | FOR MEMBERSHIP DUES. | $3,500 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | N/A | PC | FOR MEMBERSHIP IN THE BLACK FUNDERS NETWORK OF THE BAY AREA AND TO SUPPORT ITS CORNERSTONE CAMPAIGN. | $15,000 | |
| COMMUNITY PARTNERS INC | ||||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90027 | N/A | PC | FOR SPONSORSHIP OF FUND THE PEOPLE'S TALENT JUSTICE SUMMIT. FOR SOCAL CAN TO CONTINUE AND EXPAND THE WORK TO ENSURE FIRST-GENERATION, LOW-INCOME, MINORITY, AND UNDOCUMENTED STUDENTS HAVE ACCESS TO STATE AND FEDERAL FINANCIAL AID RESOURCES. FOR GENERAL SUPPORT; FOR SOCAL CAN TO INCREASE FAFSA COMPLETION FOR LOW-INCOME AND MIXED-STATUS STUDENTS TO REDUCE THE IMPACT OF NEW FAFSA IMPLEMENTATION. FOR THE CALIFORNIA NATIVE VOTE PROJECT TO SUPPORT LEADERSHIP DEVELOPMENT AND THE TRAINING OF ORGANIZERS IN NATIVE AMERICAN COMMUNITIES. | $418,525 | |
| COMMUNITY WORKS WEST INC | ||||||||
| 110 BROADWAY | OAKLAND | CA | 94607 | N/A | PC | TO SUPPORT FOR ALTERNATIVE LEADERSHIP MODELS CAPACITY BUILDING. | $500 | |
| COMPLETE COLLEGE AMERICA INC | ||||||||
| 350 MASSACHUSETTS AVE STE 300 | INDIANAPOLIS | IN | 46204 | N/A | PC | TO DEVELOP A COMPREHENSIVE ROADMAP FOR CALIFORNIA'S HIGHER EDUCATION SYSTEMS TO ACHIEVE THE GOVERNOR'S COLLEGE DEGREE ATTAINMENT GOAL OF 70% OF CALIFORNIA ADULTS (AGED 25-64) EARNING DEGREES. TO SPONSOR COMPLETE COLLEGE AMERICA'S ANNUAL CONVENING: ALL IN. | $345,000 | 146204 |
| CONTEMPORARY JEWISH MUSEUM | ||||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | FOR GENERAL SUPPORT. | $1,000 | |
| CORNELL LAB OF ORNITHOLOGY | ||||||||
| 130 EAST SENECA STREET STE 400 | ITHACA | NY | 14850 | N/A | PC | FOR GENERAL SUPPORT. | $400 | |
| COUNCIL ON AMERICAN-ISLAMIC RELATIONS CALIFORNIA | ||||||||
| 2180 WEST CRESCENT AVENUE F | ANAHEIM | CA | 92801 | N/A | PC | TO SUPPORT AFGHAN IMMIGRANT AND REFUGEE INTEGRATION, PATHWAY TO CITIZENSHIP, AND YOUTH DEVELOPMENT IN THE SACRAMENTO VALLEY. | $110,000 | |
| COUNCIL ON FOUNDATIONS | ||||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 222023706 | N/A | PC | FOR MEMBERSHIP DUES. | $20,000 | |
| CPMC FOUNDATION | ||||||||
| 2015 STEINER STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | KALMANOVITZ CHILD DEVELOPMENT CENTER PSYCHOLOGY SERVICES; BOARD SERVICE & VOLUNTEER GRANTS. | $19,000 | |
| DEFINE AMERICAN | ||||||||
| 453 S SPRING ST STE 400 PMB 104 | LOS ANGELES | CA | 90013 | N/A | PC | TO ADVANCE NARRATIVE CHANGE AND STRENGTHEN DIGITAL NARRATIVE CHANGE INFRASTRUCTURE. FOR GENERAL SUPPORT IN HONOR OF JOSE ANTONIO VARGAS AND SHAUNA SIGGELKOW. FOR GENERAL SUPPORT. | $113,500 | |
| EAST BAY COMMUNITY FOUNDATION | ||||||||
| 200 FRANK H OGAWA PLAZA | OAKLAND | CA | 94612 | N/A | PC | FOR THE BAY AREA REGIONAL POWER-BUILDING FUNDERS TABLE PROJECT TO SUPPORT THE DEVELOPMENT OF RESEARCH AND PRACTICES ON RECRUITING AND RETAINING ORGANIZING STAFF IN THE BAY AREA. FOR THE FUND FOR MULTIRACIAL DEMOCRACY TO SUPPORT OAKLAND/EAST BAY PUBLIC LEADERSHIP AND COMMUNITY CO-GOVERNANCE. | $100,000 | |
| EAST BAY SANCTUARY COVENANT | ||||||||
| 2362 BANCROFT WAY | BERKELEY | CA | 94704 | N/A | PC | TO SUPPORT FOR ALTERNATIVE LEADERSHIP MODELS CAPACITY BUILDING. | $500 | |
| EAT LEARN PLAY | ||||||||
| 647 4TH STREET | OAKLAND | CA | 94607 | N/A | PC | FOR ITS LITTLE TOWN LIBRARY INITIATIVE. | $10,000 | |
| EDUCATION TRUST INC | ||||||||
| 580 2ND STREET SUITE 200 | OAKLAND | CA | 94607 | N/A | PC | TO HELP WITH CALIFORNIA'S FAFSA/CADAA COMPLETION REQUIREMENT. | $100,000 | |
| ELLA BAKER CENTER FOR HUMAN RIGHTS | ||||||||
| 1419 34TH AVE SUITE 202 | OAKLAND | CA | 94601 | N/A | PC | TO SUPPORT A NEW INDEPENDENT REVENUE GENERATION PROJECT WITH SUPPORT FROM THE PROGRESSIVE MULTIPLIER FUND. FOR SPONSORSHIP OF THE SPRING SOLIDARITY SOCIETY EVENT IN SACRAMENTO. | $20,500 | |
| ENGAGE RD | ||||||||
| 556 S FAIR OAKS AVE STE 101 603 | PASADENA | CA | 91105 | N/A | NC | TO SUPPORT THE CALIFORNIA POSTSECONDARY FUNDERS COLLABORATIVE (CAPSFC) WHICH IS COMPRISED OF REGIONAL, STATE, AND NATIONAL POSTSECONDARY FUNDERS. | $10,000 | |
| EVERYDAY IMPACT CONSULTING | ||||||||
| 717 K STREET 220 | SACRAMENTO | CA | 95814 | N/A | NC | TO STUDY THE POTENTIAL FOR CIVIC ENGAGEMENT INVESTMENT IN SACRAMENTO AND FOR STRATEGIC DEMOCRACY WORK STATEWIDE. | $75,000 | |
| EXPLORATORIUM | ||||||||
| PIER 15 | SAN FRANCISCO | CA | 94111 | N/A | PC | FOR THE EXPLAINER PROGRAM. | $2,000 | |
| FAITH IN ACTION | ||||||||
| PO BOX 5387 | CAROL STREAM | IL | 601975387 | N/A | PC | FOR GENERAL SUPPORT. | $10,000 | |
| FAITH IN ACTION BAY AREA | ||||||||
| 1780 BROADWAY ST | REDWOOD CITY | CA | 94063 | N/A | PC | FOR GENERAL SUPPORT. | $20,000 | |
| FAITH IN THE VALLEY | ||||||||
| 2027 E HARDING WAY | STOCKTON | CA | 95205 | N/A | PC | TO CONDUCT OUTREACH TO SYSTEM IMPACTED RESIDENTS IN THE CENTRAL VALLEY AND INFORM THEM OF THEIR RIGHT TO VOTE. | $25,000 | |
| FAMILY CAREGIVER ALLIANCE | ||||||||
| 235 MONTGOMERY STREET SUITE 930 | SAN FRANCISCO | CA | 94104 | N/A | PC | FOR GENERAL SUPPORT. | $400 | |
| FARMWORKER JUSTICE FUND INC | ||||||||
| 1126 16TH STREET NW SUITE 507 | WASHINGTON | DC | 20036 | N/A | PC | TO ADVANCE LEGAL PATHWAYS AND IMPROVED WORKING CONDITIONS FOR FARMWORKERS. | $75,000 | |
| FIRST GEN EMPOWER | ||||||||
| 18 BROOKSTONE WAY | HAYWARD | CA | 94544 | N/A | PC | FOR PROJECT SUPPORT TO IMMEDIATELY HELP COLLEGE-ACCESS ORGANIZATIONS SUPPORT UNDOCUMENTED STUDENTS IN COMPLETING CADAA. FOR ONE YEAR FOR FIRSTGEN EMPOWER TO FOCUS ON ITS OVERALL GROWTH AS AN ORGANIZATION TO EXPAND ITS CAPACITY FOR SUSTAINABLE AND SCALABLE IMPACT. | $150,000 | |
| FLAMENCO ARTS INTERNATIONAL | ||||||||
| 930 MAIN STREET | REDWOOD CITY | CA | 94063 | N/A | PC | FOR GENERAL SUPPORT. | $45,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q STREET SUITE 3500 | SACRAMENTO | CA | 95811 | N/A | PC | 2024 FDN CA CMTY COLLEGES, ARTHUR S. MARMADUKE AWARD (CLG); FOR CALIFORNIA COLLEGE GUIDANCE INITIATIVE TO BEGIN TO DEVELOP RESOURCES AND MATERIALS FOR CLASSROOM USE THAT WILL SYSTEMATIZE A BASELINE OF COLLEGE AND CAREER GUIDANCE FOR MIDDLE AND HIGH SCHOOL STUDENTS. FOR CCGI TO PILOT RESOURCES AND MATERIALS IN A RANGE OF 9TH-GRADE CLASSES BY TEACHERS THAT WILL SYSTEMATIZE A BASELINE OF COLLEGE AND CAREER GUIDANCE. FOR CALIFORNIA STUDENT AID COMMISSION TO CONTINUE TO IMPLEMENT A STUDENT-FACING AND FAMILY-FACING COMMUNICATIONS PLAN AND TOOLS THAT PROMOTE COMPLETION OF THE FAFSA AND CADDA. FOR CONFERENCE; FOR CSAC TO AMPLIFY THE EXTENSION OF THE CA FINANCIAL AID DEADLINE AND PROVIDE UPDATED GUIDANCE TO STUDENTS FROM MIXED-STATUS FAMILIES ON HOW TO MEET THE DEADLINE. | $690,000 | |
| FREE PRESS | ||||||||
| PO BOX 60238 | FLORENCE | MA | 01062 | N/A | PC | FOR FREE PRESS TO COMBAT MIS- AND DISINFORMATION IN NON-ENGLISH LANGUAGES, ORGANIZE CIVIL SOCIETY LEADERS AND PUBLIC INTEREST GROUPS, AND RAISE AWARENESS OF HOW PEOPLE ARE BEING TARGETED WITH MANIPULATION EFFORTS. FOR ITS 20TH ANNIVERSARY CELEBRATION. | $100,500 | |
| FRIENDS OF INDUS HOSPITAL | ||||||||
| 155 CEDAR LANE | TEANECK | NJ | 07666 | N/A | PC | FOR GENERAL SUPPORT IN MEMORY OF TASNEEM SALEEM. | $250 | |
| GIRLS INCORPORATED OF ALAMEDA COUNTY | ||||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | N/A | PC | FOR GENERAL SUPPORT. | $250 | |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||||
| FORT MASON BUILDING 201 | SAN FRANCISCO | CA | 94123 | N/A | PC | VOLUNTEER SERVICES GRANT; TO THE HAAS, JR. FUND SINGLE ENTITY BENEFICIARY FUND AT GGNPC FOR FUTURE IMPROVEMENTS. FOR GENERAL SUPPORT. FOR THE TRAILS FOREVER DINNER CELEBRATION. FOR THE TRAILS FOREVER DINNER CELEBRATION AND ANNUAL RENEWAL. | $2,179,400 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||
| PO BOX 2178 | PETALUMA | CA | 94953 | N/A | PC | TO STRENGTHEN GRASSROOTS IMMIGRANT RIGHTS ORGANIZING AND RAPID RESPONSE ACROSS CALIFORNIA. | $200,000 | |
| GRANTMAKERS FOR EDUCATION | ||||||||
| 700 SW 5TH AVENUE THIRD FL 4000 | PORTLAND | OR | 97204 | N/A | PC | FOR ANNUAL MEMBERSHIP. | $6,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 20005 | N/A | PC | FOR THE NATIONAL CONFERENCE. | $15,000 | |
| GROW CYCLING FOUNDATION | ||||||||
| 550 N CENTRAL EXPRESSWAY 176 | MCKINNEY | TX | 75070 | N/A | PC | FOR GENERAL SUPPORT IN HONOR OF JEFFREY WITT. | $2,500 | |
| HESPERIAN HEALTH GUIDES | ||||||||
| 2860 TELEGRAPH AVENUE | OAKLAND | CA | 94609 | N/A | PC | FOR GENERAL SUPPORT. | $2,000 | |
| HISPANICS IN PHILANTHROPY | ||||||||
| 414 13TH STREET STE 200 | OAKLAND | CA | 94612 | N/A | PC | FOR ORGANIZATIONAL MEMBERSHIP. | $5,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L ST NW 300-D | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT STRENGTHENING AND IMPROVING LABOR CONDITIONS FOR COMMUNITY ORGANIZERS. | $25,000 | |
| IMMIGRANTS RISING | ||||||||
| PO BOX 411512 | SAN FRANCISCO | CA | 94141 | N/A | PC | FOR GENERAL SUPPORT; FOR THE HIGHER EDUCATION DIVISION TO CONTINUE ITS ADVOCACY AND SUPPORT FOR POLICIES RELATED TO ACCESS AND AFFORDABILITY IN HIGHER EDUCATION FOR IMMIGRANT STUDENTS. | $210,000 | |
| INITIATE JUSTICE | ||||||||
| 742 SOUTH HILL STREET SUITE 702 | LOS ANGELES | CA | 90014 | N/A | PC | TO IMPROVE VOTING ACCESS FOR PEOPLE IMPACTED BY THE CRIMINAL JUSTICE SYSTEM, AND ORGANIZE AND ENGAGE MEMBERS INSIDE AND OUTSIDE OF PRISON. TO SUPPORT A NEW INDEPENDENT REVENUE GENERATION PROJECT WITH SUPPORT FROM THE PROGRESSIVE MULTIPLIER FUND. | $70,000 | |
| INLAND COALITION FOR IMMIGRANT JUSTICE | ||||||||
| 2441 NORTH SIERRA WAY | SAN BERNARDINO | CA | 92405 | N/A | PC | TO STRENGTHEN SERVICES, CIVIC ENGAGEMENT, AND ECONOMIC OPPORTUNITIES FOR IMMIGRANTS IN THE INLAND EMPIRE. | $125,000 | |
| INLAND EMPIRE UNITED EDUCATION FUND | ||||||||
| 515 S FIGUEROA ST STE 1110 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT CIVIC ENGAGEMENT AND LEADERSHIP DEVELOPMENT IN THE INLAND EMPIRE. | $150,000 | |
| EQUIVALENCE SYSTEMS | ||||||||
| 1201 PINE ST UNIT 338 | OAKLAND | CA | 94607 | N/A | NC | TO ACCELERATE THE DEVELOPMENT OF AN AI PLATFORM TO STREAMLINE THE TRANSFER PROCESS. | $300,000 | |
| IRANIAN AMERICAN BAR ASSOCIATION | ||||||||
| 21550 WEST OXNARD STREET SUITE 110 | WOODLAND HILLS | CA | 91367 | N/A | PC | FOR GENERAL SUPPORT. | $10,000 | |
| JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA | ||||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 941059926 | N/A | PC | FOR AN ANNUAL CONTRIBUTION. | $25,000 | |
| JEWISH FAMILY SERVICE OF SAN DIEGO | ||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | N/A | PC | TO SUPPORT ASYLUM SEEKERS THROUGH INNOVATIVE SHELTER SERVICES AND ADVOCATE FOR LEGAL PATHWAYS. | $100,000 | |
| JUSTICE ACTION CENTER | ||||||||
| PO BOX 27280 | LOS ANGELES | CA | 90027 | N/A | PC | TO ADVANCE STRATEGIC LITIGATION, COMMUNICATIONS, AND NARRATIVE CHANGE. | $200,000 | |
| JUSTICE FUNDERS | ||||||||
| 1423 BROADWAY 1139 | OAKLAND | CA | 94612 | N/A | PC | TO CULTIVATE THE NEXT GENERATION OF ASIAN AMERICAN PHILANTHROPISTS BY BRINGING TOGETHER A COHORT OF HIGH NET WORTH DONORS AGED 35-45 YEARS TO LEARN TOGETHER ABOUT PHILANTHROPIC GIVING, GENEROSITY, AND COMMUNITY IMPACT. | $25,000 | |
| KDW MOVING IMAGES LLC | ||||||||
| 4902 BROADWAY | OAKLAND | CA | 94611 | N/A | NC | FOR THE FILMING OF A DOCUMENTARY CHRONICLING THE NASCENT IMMIGRANT SUFFRAGE MOVEMENT IN CALIFORNIA. | $40,000 | |
| KENYON COLLEGE | ||||||||
| 209 CHASE AVENUE | GAMBIER | OH | 43022 | N/A | PC | FOR GENERAL SUPPORT. | $3,000 | |
| KOREAN AMERICAN COMMUNITY FOUNDATION | ||||||||
| 135 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | THE GIVING SUMMIT 2024, ITS NATIONAL CONFERENCE, IN LOS ANGELES. | $25,000 | |
| LATINO COMMUNITY FOUNDATION | ||||||||
| 235 MONTGOMERY STREET SUITE 1160 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO SUPPORT POLLING OF CALIFORNIA LATINO VOTERS AHEAD OF THE 2024 ELECTION. | $50,500 | |
| LEADERSHIP COUNSEL FOR JUSTICE AND ACCOUNTABILITY | ||||||||
| 2210 SAN JOAQUIN STREET | FRESNO | CA | 93721 | N/A | PC | TO COMBAT INEQUALITY IN THE SAN JOAQUIN AND EASTERN COACHELLA VALLEYS BY SEEKING IMPROVED COMMUNITY CIVIC ENGAGEMENT, LEADERSHIP DEVELOPMENT, COALITION BUILDING AND GOVERNANCE OF DRINKING WATER. | $75,000 | |
| LEAGUE OF WOMEN VOTERS OF CALIFORNIA EDUCATION FUND | ||||||||
| 921 ELEVENTH STREET SUITE 700 | SACRAMENTO | CA | 95814 | N/A | PC | TO SUPPORT VOTER EDUCATION AND EFFORTS TO REMOVE STRUCTURAL BARRIERS TO VOTING. | $25,000 | |
| LOCAL PROGRESS POLICY INSTITUTE | ||||||||
| LOCAL PROGRESS 1203 K ST NW | WASHINGTON | DC | 20005 | N/A | PC | TO TRAIN AND DEVELOP THE LEADERSHIP OF DIVERSE, VALUES ALIGNED LOCAL ELECTED OFFICIALS IN THE INLAND EMPIRE REGION. TO SPONSOR 2024 NATIONAL CONFERENCE ON BUILDING LOCAL GOVERNING POWER IN OAKLAND. | $55,000 | |
| MANDALA STRATEGIES | ||||||||
| 2872 YGNACIO VALLEY ROAD 7 | WALNUT CREEK | CA | 94598 | N/A | NC | TO CONDUCT A LANDSCAPE SCAN AND ANALYSIS OF THE ADVOCACY COALITION ECOSYSTEM FOCUSED ON COLLEGE ACCESS, PERSISTENCE, SUCCESS, AND AFFORDABILITY. | $75,000 | |
| MARIN COUNTRY DAY SCHOOL | ||||||||
| 5221 PARADISE DRIVE | CORTE MADERA | CA | 94925 | N/A | PC | ANNUAL FUND; FOR GENERAL SUPPORT. | $21,500 | |
| MARIN HUMANE SOCIETY | ||||||||
| 171 BEL MARIN KEYS BOULEVARD | NOVATO | CA | 94949 | N/A | PC | FOR GENERAL SUPPORT. | $600 | |
| MEALS ON WHEELS OF SAN FRANCISCO | ||||||||
| 1375 FAIRFAX AVENUE | SAN FRANCISCO | CA | 94124 | N/A | PC | FOR GENERAL SUPPORT. | $1,000 | |
| MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATIONAL FUND | ||||||||
| 634 S SPRING STREET | LOS ANGELES | CA | 90014 | N/A | PC | TO ADVANCE IMMIGRANT AND VOTING RIGHTS FOR LATINO COMMUNITIES. | $275,000 | |
| MIGRATION POLICY INSTITUTE | ||||||||
| 1400 16TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT A TRIBUTE TO DORIS MEISSNER. | $2,500 | |
| MIXTECO INDIGENA COMMUNITY ORGANIZING PROJECT | ||||||||
| 200 WEST 5TH STREET | OXNARD | CA | 93030 | N/A | PC | TO PROVIDE SERVICES, LEADERSHIP DEVELOPMENT, AND ECONOMIC OPPORTUNITIES FOR INDIGENOUS MIGRANTS WITH AN EMPHASIS ON YOUTH. | $50,000 | |
| MONO LAKE COMMITTEE | ||||||||
| PO BOX 29 | LEE VINING | CA | 93541 | N/A | PC | FOR GENERAL SUPPORT. | $400 | |
| MOVEMENT STRATEGY CENTER | ||||||||
| 436 14TH ST 5TH FLOOR | OAKLAND | CA | 94612 | N/A | PC | FOR GENERAL SUPPORT. | $20,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 100195497 | N/A | PC | FOR GENERAL SUPPORT. | $5,000 | |
| NATIONAL ASSOCIATION OF LATINO ELECTED OFFICIALS (NALEO) EDUCATION FUND | ||||||||
| 1122 W WASHINGTON BLVD 3RD FLOOR | LOS ANGELES | CA | 90015 | N/A | PC | TO SUPPORT THE VE Y VOTA ELECTION EDUCATION AND PROTECTION HOTLINE. | $25,000 | |
| NATIONAL ASSOCIATION OF SYSTEM HEADS | ||||||||
| 3300 METZEROTT RD FL 6 STE A | ADELPHI | MD | 20783 | N/A | PC | TO NASH TO DEVELOP A SUMMATIVE DESCRIPTION OF 32 PROJECTS THAT WERE AWARDED FUNDING FROM THE 2024 CATALYST FUND TO IDENTIFY INSTITUTIONAL INNOVATIVE PRACTICES TO REMOVE COST AS A BARRIER TO HIGHER EDUCATION. | $50,000 | |
| NATIONAL CENTER FOR CIVIC INNOVATION | ||||||||
| 306 WEST 38TH STREET SUITE 601 | NEW YORK | NY | 10018 | N/A | PC | TO THE PRESIDENT'S ALLIANCE ON HIGHER EDUCATION AND IMMIGRATION FOR POLICY ADVOCACY AND TECHNICAL ASSISTANCE FOCUSED ON IMMIGRANT AND MIXED-STATUS FAMILIES TO ADDRESS ANTICIPATED SUBMISSION CHALLENGES RELATED TO THE FAFSA. | $150,075 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET SUITE 550 | WASHINGTON | DC | 20006 | N/A | PC | FOR MEMBERSHIP DUES. | $10,000 | |
| NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY | ||||||||
| 1900 L STREET NW STE 825 | WASHINGTON | DC | 20036 | N/A | PC | FOR JOINT PHILANTHROPY PROJECTS. FOR MEMBERSHIP DUES. | $32,500 | |
| NATIONAL DAY LABORER ORGANIZING NETWORK | ||||||||
| 1030 S ARROYO PKWY STE 106 | PASADENA | CA | 91105 | N/A | PC | TO ADVANCE POLICIES THAT IMPROVE THE LIVES OF IMMIGRANT WORKERS AND PRO-IMMIGRANT NARRATIVES. TO STRENGTHEN MEMBERSHIP-BASED MOVEMENT LAWYERING TO PROTECT IMMIGRANT WORKERS. | $220,000 | |
| NATIONAL IMMIGRATION FORUM | ||||||||
| 10 G STREET NE SUITE 500 | WASHINGTON | DC | 20002 | N/A | PC | TO STRENGTHEN SUPPORT AND CENTER COALITIONS FOR IMMIGRATION REFORM. | $175,000 | |
| NATIONAL IMMIGRATION LAW CENTER | ||||||||
| 3435 WILSHIRE BOULEVARD SUITE 1600 | LOS ANGELES | CA | 90010 | N/A | PC | TO ADVANCE LEGAL PROTECTIONS AND ECONOMIC BENEFITS FOR IMMIGRANTS. | $300,000 | |
| NATIONAL IMMIGRATION PROJECT OF THE NATIONAL LAWYERS GUILD INC | ||||||||
| 2201 WISCONSIN AVENUE NORTHWEST | WASHINGTON | DC | 20007 | N/A | PC | TO SUPPORT IMMIGRANT YOUTH LEADERSHIP TRAINING AND CONVENING IN CALIFORNIA. TO STRENGTHEN THE CAPACITY OF IMMIGRANT RIGHTS MOVEMENT LEGAL STRATEGIES. | $22,000 | |
| NATIONAL SCLERODERMA FOUNDATION | ||||||||
| 300 ROSEWOOD DR STE 105 | DANVERS | MA | 01923 | N/A | PC | RESTRICTED TO RESEARCH PROGRAMS. | $2,000 | |
| NATIONAL SKILLS COALITION | ||||||||
| 1250 CONNECTICUT AVENUE NORTHWEST | WASHINGTON | DC | 20036 | N/A | PC | TO ADVOCATE FOR IMMIGRANT INCLUSION AND ECONOMIC MOBILITY THROUGH WORKFORCE DEVELOPMENT PROGRAMS. | $163,000 | SUITE 200 |
| NEO PHILANTHROPY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | N/A | PC | TO THE FOUR FREEDOMS FUND TO EDUCATE AND ENGAGE A NATIONAL NETWORK OF FUNDERS, PROMOTE IMMIGRANT CIVIC PARTICIPATION AND HUMANE BORDER POLICIES, AND COORDINATE RAPID RESPONSE FOR IMMIGRANT RIGHTS. TO THE FOUR FREEDOMS FUND FOR RAPID RESPONSE SUPPORT TO ADVANCE NARRATIVE/STRATEGIC COMMUNICATIONS AND ENSURE THE SAFETY AND WELLBEING OF BLACK MIGRANTS. | $750,000 | FLOOR |
| NEW ISRAEL FUND | ||||||||
| 235 MONTGOMERY STREET SUITE 920 | SAN FRANCISCO | CA | 94104 | N/A | PC | FOR AN ANNUAL CONTRIBUTION. | $5,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 547 LAGUARDIA PLACE | NEW YORK | NY | 10012 | N/A | PC | STEINHARDT ALUMNI SCHOLARSHIP FIND; STEINHARDT SCHOOL ALUMNI SCHOLARSHIP. | $800 | |
| NEXTGEN CLIMATE AMERICA INC | ||||||||
| 1414 K STREET | SACRAMENTO | CA | 95814 | N/A | PC | FOR THE CAMPAIGN FOR CALIFORNIA BORROWERS' RIGHTS TO DEVELOP CAPACITY TO WORK IN THE COLLEGE ACCESS, AFFORDABILITY AND PERSISTENCE ECOSYSTEM. | $100,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | N/A | PC | FOR MEMBERSHIP DUES AND SUPPORT FOR A DEMOCRACY INITIATIVE. FOR MEMBERSHIP DUES. | $61,000 | |
| NUEVA EPOCA | ||||||||
| 30 RIVERBANK PLACE | CARMICHAEL | CA | 95608 | N/A | PC | FOR LATINO LEADERSHIP DEVELOPMENT. | $15,000 | |
| OAKLAND KIDS FIRST | ||||||||
| 3700 E 12TH ST SUITE 3 | OAKLAND | CA | 94601 | N/A | PC | FOR RESEARCH, ADVOCACY, ORGANIZING, COALITION LEADERSHIP, IMPLEMENTATION MONITORING, AND VOTER ENGAGEMENT IN SUPPORT OF THE SUCCESS OF VOTE AT 16 IN OAKLAND. | $125,000 | |
| OAKLAND MUSEUM OF CALIFORNIA FOUNDATION | ||||||||
| 1000 OAK STREET | OAKLAND | CA | 946074820 | N/A | PC | FOR GENERAL SUPPORT. | $2,500 | |
| ONEJUSTICE | ||||||||
| 548 MARKET STREET 27400 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO SUPPORT LEADERSHIP TRAINING AND RESILIENCE IN THE IMMIGRANT RIGHTS MOVEMENT. | $10,500 | |
| PARTNERSHIP FOR THE ADVANCEMENT OF NEW AMERICANS | ||||||||
| 5348 UNIVERSITY AVE SUITE 110 | CITY HEIGHTS | CA | 92105 | N/A | PC | TO ADVANCE THE FULL CIVIC INCLUSION OF BLACK, ARAB, MIDDLE EASTERN, SOUTHEAST ASIAN, AND MUSLIM REFUGEE AND IMMIGRANT COMMUNITIES. TO SUPPORT A NEW INDEPENDENT REVENUE GENERATION PROJECT WITH SUPPORT FROM THE PROGRESSIVE MULTIPLIER FUND. TO SUPPORT BUILDING A COALITION TO SEEK EXPANDED LANGUAGE SERVICES FOR IMMIGRANT VOTERS. | $320,000 | |
| PEAK GRANTMAKING INC | ||||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | N/A | PC | FOR INSTITUTIONAL MEMBERSHIP. | $3,000 | |
| PHILANTHROPIC VENTURES FOUNDATION | ||||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | N/A | PC | TO SUPPORT THE API GIVING PROJECT. | $4,000 | |
| PICO CALIFORNIA | ||||||||
| PO BOX 33334 | LOS ANGELES | CA | 90033 | N/A | PC | TO SUPPORT FAITH-BASED ORGANIZING, CIVIC ENGAGEMENT, NARRATIVE CHANGE, AND LEADERSHIP DEVELOPMENT. TO SUPPORT PICO CALIFORNIA'S NEW YEAR STATEWIDE LEADERSHIP ASSEMBLY IN OAKLAND. TO STUDY AND IMPROVE VOTER ENGAGEMENT MESSAGING AND TACTICS. | $245,000 | |
| PIPELINE | ||||||||
| 1111 BROADWAY SUITE 300 | OAKLAND | CA | 94607 | N/A | PC | TO SUPPORT TRAINING FOR LOCAL LEADERS WHO INTEND TO RUN FOR OFFICE OR SEEK COMMISSION APPOINTMENTS IN THE INLAND EMPIRE. | $30,000 | |
| PITZER COLLEGE | ||||||||
| 1050 N MILLS AVENUE | CLAREMONT | CA | 91711 | N/A | PC | FOR AN HONORARIUM IN HONOR OF MICHELE SIQUEIROS. | $500 | |
| POLICY IMPACT | ||||||||
| 127 UNIVERSITY AVENUE | BERKELEY | CA | 94710 | N/A | PC | TO SUPPORT MEMBERSHIP IN THE BAY AREA DEMOCRACY FUNDERS NETWORK. | $1,000 | |
| POPULACE | ||||||||
| 200 SUMMIT DR STE 140 | BURLINGTON | MA | 01803 | N/A | PC | FOR GENERAL SUPPORT. | $5,000 | |
| POSITIVE COACHING ALLIANCE | ||||||||
| 66 FRANKLIN STREET SUITE 300 | OAKLAND | CA | 94607 | N/A | PC | TO SCALE IMPACT AND EXPAND THE NUMBER OF COACHES AND YOUTH REACHED, AND ONE-TIME SUPPORT FOR THE ACCELERATION FUNDRAISING PLAN. BOARD SERVICES GRANT; FOR GENERAL SUPPORT. | $1,607,500 | |
| POWER CALIFORNIA | ||||||||
| 360 EAST 2ND STREET SUITE 325 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT YOUTH FOCUSED CIVIC AND VOTER ENGAGEMENT STATEWIDE. | $135,000 | |
| PRIORITY AFRICA NETWORK | ||||||||
| 1721 BROADWAY ST | OAKLAND | CA | 94612 | N/A | PC | TO SUPPORT FOR ALTERNATIVE LEADERSHIP MODELS CAPACITY BUILDING. | $500 | |
| PROGRESSIVE MULTIPLIER FUND | ||||||||
| 1802 VERNON STREET NW 1122 | WASHINGTON | DC | 20009 | N/A | PC | TO PROVIDE STRATEGIC ASSISTANCE AND COACHING TO A COHORT OF GRANTEES FOR THEIR DEVELOPMENT OF INDEPENDENT REVENUE GENERATION PROJECTS. | $100,000 | |
| PUBLIC POLICY INSTITUTE OF CALIFORNIA | ||||||||
| 500 WASHINGTON STREET SUITE 600 | SAN FRANCISCO | CA | 94111 | N/A | PC | TO SUPPORT RESEARCH ON COLLEGE ACCESS AND SUCCESS BY THE CENTER FOR HIGHER EDUCATION AT PPIC. TO SUPPORT RESEARCH ON VOTE CENTERS AND DROP BOXES IN VOTERS CHOICE ACT COUNTIES. | $225,000 | |
| REACHANOTHER FOUNDATION | ||||||||
| 1900 NE 3RD STREET 106-307 | BEND | OR | 97701 | N/A | PC | FOR GENERAL SUPPORT IN HONOR OF JEFFREY WITT. | $5,000 | |
| RED TAB FOUNDATION | ||||||||
| 1155 BATTERY STREET LS7 | SAN FRANCISCO | CA | 94111 | N/A | PC | FOR GENERAL SUPPORT. FOR GENERAL SUPPORT. | $35,000 | |
| ROCKWOOD LEADERSHIP INSTITUTE | ||||||||
| 1212 BROADWAY SUITE 700 | OAKLAND | CA | 94612 | N/A | PC | TO PROVIDE HIGH QUALITY AND INNOVATIVE LEADERSHIP PROGRAMS. | $50,000 | |
| SAN FRANCISCO BOTANICAL GARDEN SOCIETY (GARDENS OF GOLDEN GATE PARK) | ||||||||
| 320 JUDAH ST SUITE 2 | SAN FRANCISCO | CA | 94122 | N/A | PC | FOR GENERAL SUPPORT. | $500 | |
| SAN FRANCISCO CASA | ||||||||
| 1663 MISSION STREET STE 700 | SAN FRANCISCO | CA | 94103 | N/A | PC | FOR GENERAL SUPPORT. | $6,000 | |
| SAN FRANCISCO FOUNDATION | ||||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | FOR THE INDIA BASIN EQUITABLE DEVELOPMENT PLAN FUND TO SUPPORT THE DEVELOPMENT OF THE INDIA BASIN WATERFRONT PARK. FOR GENERAL SUPPORT. | $420,000 | |
| SAN FRANCISCO FREE CLINIC | ||||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | FOR GENERAL SUPPORT. | $10,000 | |
| SAN FRANCISCO SYMPHONY | ||||||||
| 201 VAN NESS AVENUE | SAN FRANCISCO | CA | 941024585 | N/A | PC | FOR GENERAL SUPPORT. | $5,000 | |
| SENIOR CLASS PROJECT | ||||||||
| 2303 ARIZONA AVE | SANTA MONICA | CA | 90404 | N/A | NC | FOR THREE FRAMES TO LAUNCH A MARKETING STRATEGY AND NATIONAL IMPACT CAMPAIGN TO RAISE AWARENESS OF DOCUMENTARY SERIES, THE CLASS, ON PBS. | $125,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 95113 | N/A | PC | TO SUPPORT STUDYING VOTER EDUCATION AND OUTREACH IN YOLO AND SAN MATEO COUNTIES. | $20,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | N/A | PC | FOR THE INLAND EMPIRE FUNDERS ALLIANCE CIVIC ENGAGEMENT POOLED FUND PROJECT TO SUPPORT GRANTS FOR INLAND EMPIRE NONPROFITS FOR VOTER ENGAGEMENT IN THE REGION. | $50,000 | |
| SPAY-NEUTER ACTION PROJECT | ||||||||
| PO BOX 235287 | ENCINITAS | CA | 92023 | N/A | PC | FOR GENERAL SUPPORT IN HONOR OF JEFFREY WITT. | $2,500 | |
| SPECIAL INITIATIVES | ||||||||
| 1111 BROADWAY SUITE 300 | OAKLAND | CA | 94607 | N/A | PC | TO SUPPORT A NEW INDEPENDENT REVENUE GENERATION PROJECT WITH SUPPORT FROM THE PROGRESSIVE MULTIPLIER FUND. | $20,000 | |
| STANFORD UNIVERSITY HOSPITAL & CLINICS | ||||||||
| PO BOX 20466 | PALO ALTO | CA | 943090466 | N/A | PC | STANFORD CANCER INSTITUTE DIRECTOR'S FUND. | $2,000 | |
| STERN GROVE FESTIVAL ASSOCIATION | ||||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | N/A | PC | FOR GENERAL SUPPORT. | $15,000 | |
| THE INSTITUTE FOR COLLEGE ACCESS AND SUCCESS | ||||||||
| 1300 CLAY ST STE 1020 | OAKLAND | CA | 94612 | N/A | PC | TO SUPPORT ONGOING EDUCATION AND ADVOCACY EFFORTS TO INCREASE COLLEGE ACCESS AND AFFORDABILITY IN CALIFORNIA. TO COVER REGISTRATION FEES AND TRAVEL FOR THREE STUDENTS AND ONE TICAS STAFF MEMBER TO ATTEND COMPLETE COLLEGE AMERICA'S ANNUAL CONFERENCE. | $185,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 10889 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 900951406 | N/A | PC | TO ADVANCE THE ECONOMIC AND ACADEMIC WELLBEING OF IMMIGRANT COLLEGE STUDENTS IN CALIFORNIA. | $200,000 | |
| THE URBAN SCHOOL | ||||||||
| PO BOX 103929 | PASADENA | CA | 911893929 | N/A | PC | FOR GENERAL SUPPORT. | $5,000 | |
| THE YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS | ||||||||
| PO BOX 2417 | CHICAGO | IL | 60690 | N/A | PC | TO PROTECT AND ADVANCE THE WELLBEING OF IMMIGRANT AND REFUGEE CHILDREN. | $150,000 | |
| TIDES CENTER | ||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 941290907 | N/A | PC | FOR THE MOVE THE VALLEY PROJECT TO ENGAGE VOTERS IN THE CENTRAL VALLEY. FOR THE LEADERSTRUST TO PROVIDE FLEXIBLE LEADERSHIP AWARDS TO HJF GRANTEES AND SUPPORT ITS GROWTH AS A SELF-SUSTAINING ENTITY, FOR EMERGING PRACTITIONERS IN PHILANTHROPY MEMBERSHIP DUES. | $3,312,500 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 941290903 | N/A | PC | FOR THE ORANGE COUNTY CIVIC ENGAGEMENT TABLE TO SUPPORT FAITH-BASED ORGANIZING, CIVIC ENGAGEMENT, NARRATIVE CHANGE, AND LEADERSHIP DEVELOPMENT. | $200,000 | |
| TRANSGENDER LAW CENTER | ||||||||
| PO BOX 70976 | OAKLAND | CA | 94612 | N/A | PC | FOR GENERAL SUPPORT. | $10,000 | |
| UASPIRE | ||||||||
| 6 LIBERTY SQUARE PMB 98549 | BOSTON | MA | 02109 | N/A | PC | FOR GENERAL SUPPORT TO UASPIRE TO ASSIST IN THE STATEWIDE GROWTH OF THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND CALIFORNIA DREAMERS ACT APPLICATION (CADAA) COMPLETION RATES. | $150,000 | |
| UFW FOUNDATION | ||||||||
| PO BOX 23400 | LOS ANGELES | CA | 90023 | N/A | PC | TO PROTECT THE RIGHTS OF FARMWORKERS IN CALIFORNIA AND ADVANCE ECONOMIC WELLBEING. | $100,000 | |
| UNITED WAY OF THE BAY AREA | ||||||||
| 550 KEARNY STREET SUITE 1000 | SAN FRANCISCO | CA | 94108 | N/A | PC | FOR COMMUNITY IMPACT PROGRAMS IN THE BAY AREA FOCUSED ON PROMOTING WELL-BEING AND FINANCIAL PROSPERITY FOR LOWER-INCOME RESIDENTS. | $20,000 | |
| UNITED WE DREAM NETWORK | ||||||||
| 1201 16TH ST NORTHWEST SUITE 714 | WASHINGTON | DC | 20036 | N/A | PC | TO PROTECT IMMIGRANT YOUTH, EXPAND LEGAL PATHWAYS, AND ADVANCE STRATEGIC COMMUNICATIONS. | $200,000 | |
| UNITE-LA INC | ||||||||
| 1055 WILSHIRE BLVD SUITE 170 | LOS ANGELES | CA | 90017 | N/A | PC | TO HELP PUBLIC HIGHER EDUCATION AND REGIONAL EMPLOYER PARTNERS IN THE LOS ANGELES AREA UNDERSTAND AND PUT IN PLACE THE INFRASTRUCTURE NEEDED TO IMPLEMENT LAEP. | $100,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUND | ||||||||
| 1995 UNIVERSITY AVENUE STE 401 | BERKELEY | CA | 94704 | N/A | PC | UNDOCUMENTED STUDENTS PROGRAM; UNDERGROUND SCHOLARS PROGRAM; BASIC NEEDS SECURITY PROGRAM. | $30,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||
| 2080 ADDISON STREET | BERKELEY | CA | 947204200 | N/A | PC | TO TRANSFORM THE STUDENT POPULATION AND CREATE A MORE WELCOMING AND INCLUSIVE CAMPUS. FOR THE INSTITUTE FOR GOVERNMENTAL STUDIES PROJECT AT UC BERKELEY TO CONDUCT POLLING AND HOST EVENTS ON DEMOCRACY IN CALIFORNIA. TO DEEPEN STUDENT AND STAFF OTHERING, BELONGING AND BRIDGING PRACTICES AT UC BERKELEY AND TO SHARE LESSONS LEARNED WITH THE BROADER COMMUNITY. FOR THE INSTITUTE FOR GOVERNMENTAL STUDIES PROJECT AT UC BERKELEY TO TRANSLATE ITS POLL ON CALIFORNIA DEMOCRACY INTO MANDARIN, CANTONESE, KOREAN, AND VIETNAMESE FOR THE FIRST TIME. IN MEMORY OF KARL J. UEBEL. | $640,750 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3470 TROUSDALE PARKWAY | LOS ANGELES | CA | 900890031 | N/A | PC | TO SPONSOR THE CENTER FOR INCLUSIVE DEMOCRACY'S CONFERENCE ON THE 2024 ELECTION. | $34,000 | |
| URBAN HABITAT PROGRAM | ||||||||
| 2000 FRANKLIN STREET | OAKLAND | CA | 94612 | N/A | PC | TO SUPPORT TRAINING FOR APPOINTED LEADERS AND KEY GOVERNMENT INSIDERS IN THE BAY AREA. | $75,000 | |
| WHEATON COLLEGE | ||||||||
| 26 EAST MAIN STREET | NORTON | MA | 027662322 | N/A | PC | FOR THE WHEATON FUND. | $5,000 | |
| WINSTON PREPARATORY SCHOOL | ||||||||
| 126 W 17TH ST | NEW YORK | NY | 10004 | N/A | PC | FOR GENERAL SUPPORT/INNOVATIVE LAB. | $20,000 | |
| WORKING PARTNERSHIPS USA | ||||||||
| 2302 ZANKER RD | SAN JOSE | CA | 95131 | N/A | PC | FOR COALITION BUILDING AND PUBLIC EDUCATION ON THE BENEFITS OF DEMOCRACY DOLLARS. TO SUPPORT THE DEVELOPMENT AND CONVENING OF A COALITION SEEKING TO EDUCATE ABOUT THE POTENTIAL FOR DEMOCRACY DOLLARS IN SAN JOSE. | $225,000 | |
| YOLO COMMUNITY FOUNDATION | ||||||||
| PO BOX 1264 | WOODLAND | CA | 95776 | N/A | PC | TO SUPPORT THE YOLO COUNTY LEADERSHIP ACADEMY PROJECT TO DEVELOP DIVERSE LEADERSHIP FOCUSED ON EQUITY AT CLERK, RECORDER, ASSESSOR, AND REGISTRAR OFFICES. TO SUPPORT THE YOUTH EMPOWERMENT SUMMIT IN YOLO COUNTY. FOR THE YOLO COMMUNITY FOUNDATION'S COMMUNITY IMPACT AWARDS AND FOR VOTER ENGAGEMENT. | $69,500 | |
| YOUNG INVINCIBLES | ||||||||
| 617 S OLIVE STREET STE 420 | LOS ANGELES | CA | 90014 | N/A | PC | FOR ITS 15TH YEAR ANNIVERSARY. | $12,000 | |
| Z SPACE STUDIO | ||||||||
| 499 ALABAMA STREET 450 | SAN FRANCISCO | CA | 94110 | N/A | PC | TO SUPPORT FOR ALTERNATIVE LEADERSHIP MODELS CAPACITY BUILDING. | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,500,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF SOUTHERN CALIFORNIA | ||||||||
| 1313 WEST EIGHTH STREET | LOS ANGELES | CA | 900170000 | N/A | PC | TO SUPPORT LANGUAGE ACCESS, EXPAND VOTING RIGHTS, AND DEFEND AND REFORM THE CALIFORNIA VOTING RIGHTS ACT. | $225,000 | |
| ASIAN LAW CAUCUS | ||||||||
| 55 COLUMBUS AVENUE | SAN FRANCISCO | CA | 94111 | N/A | PC | FOR WORK TO ENSURE AN INCLUSIVE, MULTIRACIAL DEMOCRACY BY PROTECTING VOTING RIGHTS OF IMMIGRANT COMMUNITIES. | $1,330,000 | |
| CAMPAIGN FOR COLLEGE OPPORTUNITY | ||||||||
| 1149 S HILL ST SUITE 925 | LOS ANGELES | CA | 90015 | N/A | PC | FOR EDUCATION AND ADVOCACY EFFORTS TO INCREASE COLLEGE ACCESS AND AFFORDABILITY IN CALIFORNIA. | $1,400,000 | |
| CENTER FOR EMPOWERED POLITICS EDUCATION FUND | ||||||||
| 1212 BROADWAY SUITE 700 | OAKLAND | CA | 94612 | N/A | PC | FOR THE BAY RISING PROJECT'S GOVERNMENT POWER PROJECT FOR LEADERSHIP DEVELOPMENT AND CO-GOVERNANCE WORK. | $200,000 | |
| CENTRAL VALLEY PARTNERSHIP | ||||||||
| 2721 VENTURA STREET 108 | FRESNO | CA | 93721 | N/A | PC | TO DEVELOP AND SUPPORT A COALITION SEEKING TO DEFEND AND EXPAND ACCESS TO THE CALIFORNIA VOTING RIGHTS ACT. | $200,000 | |
| CHINESE FOR AFFIRMATIVE ACTION | ||||||||
| THE KUO BUILDING 17 WALTER U LUM | SAN FRANCISCO | CA | 94108 | N/A | PC | TO SUPPORT BUILDING A COALITION TO EXPAND ACCESS TO VOTING OPPORTUNITIES FOR IMMIGRANTS. | $100,000 | PLACE |
| COMMUNITY PARTNERS INC STE 240 | ||||||||
| 1000 N ALAMEDA ST | LOS ANGELES | CA | 90027 | N/A | PC | FOR SOCAL CAN TO CONTINUE AND EXPAND THE WORK TO ENSURE FIRST-GENERATION, LOW-INCOME, MINORITY, AND UNDOCUMENTED STUDENTS HAVE ACCESS TO STATE AND FEDERAL FINANCIAL AID RESOURCES. | $350,000 | |
| FREE PRESS | ||||||||
| PO BOX 60238 | FLORENCE | MA | 01062 | N/A | PC | FOR FREE PRESS TO COMBAT MIS- AND DISINFORMATION IN NON-ENGLISH LANGUAGES, ORGANIZE CIVIL SOCIETY LEADERS AND PUBLIC INTEREST GROUPS, AND RAISE AWARENESS OF HOW PEOPLE ARE BEING TARGETED WITH MANIPULATION EFFORTS. | $175,000 | |
| IMMIGRANTS RISING | ||||||||
| PO BOX 411512 | SAN FRANCISCO | CA | 94141 | N/A | PC | FOR THE HIGHER EDUCATION DIVISION TO CONTINUE ITS ADVOCACY AND SUPPORT FOR POLICIES RELATED TO ACCESS AND AFFORDABILITY IN HIGHER EDUCATION FOR IMMIGRANT STUDENTS. | $400,000 | |
| INLAND EMPIRE UNITED EDUCATION FUND | ||||||||
| 515 S FIGUEROA ST STE 1110 | LOS ANGELES | CA | 90071 | N/A | PC | TO SUPPORT CIVIC ENGAGEMENT AND LEADERSHIP DEVELOPMENT IN THE INLAND EMPIRE. | $300,000 | |
| JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA | ||||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 941059926 | N/A | PC | FOR GENERAL SUPPORT. | $50,000 | |
| OAKLAND KIDS FIRST | ||||||||
| 3700 E 12TH ST SUITE 3 | OAKLAND | CA | 94601 | N/A | PC | FOR RESEARCH, ADVOCACY, ORGANIZING, COALITION LEADERSHIP, IMPLEMENTATION MONITORING, AND VOTER ENGAGEMENT IN SUPPORT OF THE SUCCESS OF VOTE AT 16 IN OAKLAND. | $175,000 | |
| PICO CALIFORNIA | ||||||||
| PO BOX 33334 | LOS ANGELES | CA | 90033 | N/A | PC | TO SUPPORT FAITH-BASED ORGANIZING, CIVIC ENGAGEMENT, NARRATIVE CHANGE, AND LEADERSHIP DEVELOPMENT. | $1,200,000 | |
| POWER CALIFORNIA | ||||||||
| 360 EAST 2ND STREET SUITE 325 | LOS ANGELES | CA | 90012 | N/A | PC | TO SUPPORT YOUTH FOCUSED CIVIC AND VOTER ENGAGEMENT STATEWIDE. | $270,000 | |
| PUBLIC POLICY INSTITUTE OF CALIFORNIA | ||||||||
| 500 WASHINGTON STREET SUITE 600 | SAN FRANCISCO | CA | 94111 | N/A | PC | TO SUPPORT RESEARCH ON COLLEGE ACCESS AND SUCCESS BY THE CENTER FOR HIGHER EDUCATION AT PPIC. | $350,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 941290903 | N/A | PC | FOR THE ORANGE COUNTY CIVIC ENGAGEMENT TABLE TO SUPPORT FAITH-BASED ORGANIZING, CIVIC ENGAGEMENT, NARRATIVE CHANGE, AND LEADERSHIP DEVELOPMENT. | $1,200,000 | |
| YOLO COMMUNITY FOUNDATION | ||||||||
| PO BOX 1264 | WOODLAND | CA | 95776 | N/A | PC | TO SUPPORT THE YOLO COUNTY LEADERSHIP ACADEMY PROJECT TO DEVELOP DIVERSE LEADERSHIP FOCUSED ON EQUITY AT CLERK, RECORDER, ASSESSOR, AND REGISTRAR OFFICES. | $80,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,005,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,949 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,189,942 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,270,280 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,827,663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,884,497 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,085,089 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,154,777 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,133,643 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,288,420 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $128,061 | Amt |
| Net Investment Income | $75,355 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,576 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SENIOR CLASS PROJECT LLC | |||||||||||
| 2303 ARIZONA AVENUE | SANTA MONICA | CA | 90404 | 2023-11-13 | $50,000 | TO SUPPORT THE PRODUCTION OF THE DOCUMENTARY "THE CLASS". | $0 | NONE | 01/31/24 | 2024-01-31 | FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED. |
| JUSTICE COLLECTIVE LLC | |||||||||||
| 1423 BROADWAY 1146 | OAKLAND | CA | 94612 | 2022-08-09 | $55,000 | TO SUPPORT BLACK-LED ORGANIZATIONS ACROSS CALIFORNIA TO DEVELOP A COORDINATED ACTION PLAN FOR IMPROVING COLLEGE AFFORDABILITY. | $31,842 | NONE | 04/11/2023, 12/4/2023 | 2023-12-04 | FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED. |
| SENIOR CLASS PROJECT LLC | |||||||||||
| 2303 ARIZONA AVENUE | SANTA MONICA | CA | 90404 | 2025-10-01 | $125,000 | FOR THREE FRAMES TO LAUNCH A MARKETING STRATEGY AND NATIONAL IMPACT CAMPAIGN TO RAISE AWARENESS OF DOCUMENTARY SERIES, THE CLASS, ON PBS. | $125,000 | NONE | 1/31/2025 | 2025-01-31 | FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED. |
| ENGAGE RD | |||||||||||
| 556 S FAIR OAKS AVE STE 101 603 | PASADENA | CA | 91105 | 2024-07-01 | $10,000 | TO SUPPORT THE CALIFORNIA POSTSECONDARY FUNDERS COLLABORATIVE (CAPSFC) WHICH IS COMPRISED OF REGIONAL, STATE, AND NATIONAL POSTSECONDARY FUNDERS. | $10,000 | NONE | 1/27/2025;5/5/2025 | 2025-05-05 | FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED. |
| EQUIVALENCE SYSTEMS | |||||||||||
| 1201 PINE ST UNIT 338 | OAKLAND | CA | 94607 | 2024-12-01 | $300,000 | TO ACCELERATE THE DEVELOPMENT OF AN AI PLATFORM TO STREAMLINE THE TRANSFER PROCESS. | $30,000 | NONE | 3/3/2025 | 2025-03-03 | FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED. |
| EVERYDAY IMPACT CONSULTING | |||||||||||
| 717 K STREET 220 | SACRAMENTO | CA | 95814 | 2024-11-01 | $75,000 | TO STUDY THE POTENTIAL FOR CIVIC ENGAGEMENT INVESTMENT IN SACRAMENTO AND FOR STRATEGIC DEMOCRACY WORK STATEWIDE. | $75,000 | NONE | 2/28/2025 | 2025-02-28 | FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED. |
| KDW MOVING IMAGES | |||||||||||
| 4902 BROADWAY | OAKLAND | CA | 94611 | 2024-10-15 | $40,000 | FOR THE FILMING OF A DOCUMENTARY CHRONICLING THE NASCENT IMMIGRANT SUFFRAGE MOVEMENT IN CALIFORNIA. | $40,000 | NONE | 3/3/2025 | 2025-03-03 | FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED. |
| MANDALA STRATEGIES | |||||||||||
| 2872 YGNACIO VALLEY ROAD 7 | WALNUT CREEK | CA | 94598 | 2024-12-01 | $75,000 | TO CONDUCT A LANDSCAPE SCAN AND ANALYSIS OF THE ADVOCACY COALITION ECOSYSTEM FOCUSED ON COLLEGE ACCESS, PERSISTENCE, SUCCESS, AND AFFORDABILITY. | $75,000 | NONE | 2/27/2025;6/27/2025 | 2025-06-27 | FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | TANGIBLE PROPERTY REGULATION ELECTIONS: | FormAndLineReferenceDesc |
| Medium Explanation | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MULTI-STRATEGY - HJF INVESTMENTS HOLDINGS LP | FMV | $444,447,827 | $444,447,827 |
| NET RECEIVABLE ON UNSETTLED INVESTMENTS TRANSACTIONS | FMV | $14,458,000 | $14,458,000 |
| MULTI-STRATEGY - LIQUID MARKETS FUND | FMV | $11,299,069 | $11,299,069 |
| SHORT-TERM LIQUIDITY FUND | FMV | $2,019,983 | $2,019,983 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & EQUIPMENT | $292,093 | $122,046 | $170,047 | $170,047 |
| COMPUTER EQUIPMENT | $394,388 | $358,941 | $35,447 | $35,447 |
| LEASEHOLD IMPROVEMENTS | $3,097,419 | $956,311 | $2,141,108 | $2,141,108 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $178,729 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $178,729 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED COMPENSATION PLANS | $2,412,703 | $2,648,253 | $2,648,253 |
| OPERATING RIGHT-OF-USE LEASE ASSET | $4,778,674 | $4,306,305 | $4,306,305 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASSTHROUGH DEDUCTIONS | $9,750,454 | $10,844,766 | $0 |
| OFFICE EXPENSES | $49,531 | $0 | $49,077 |
| COMMUNICATIONS | $143,684 | $0 | $143,684 |
| COMPUTER SERVICES | $174,160 | $0 | $179,400 |
| RECRUITING | $1,835 | $0 | $1,835 |
| INSURANCE | $45,414 | $0 | $56,523 |
| BANK CUSTODIAL FEES | $11,765 | $0 | $14,736 |
| BENEFITS ADMINISTRATION | $24,148 | $0 | $19,249 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PASSTHROUGH INCOME (LOSSES) | Desc |
| Revenue And Expenses Per Books | $5,097,943 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,870,864 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,097,943 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $12,781,187 |
| DEFERRED EXCISE TAX BENEFIT | $86,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION PLANS | $2,412,703 | $2,648,253 |
| DEFERRED FEDERAL EXCISE TAX | $1,336,000 | $1,250,000 |
| OPERATING LEASE LIABILITY | $5,713,373 | $5,215,737 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING EXPENSES | $101,868 | $0 | $87,798 |
| INVESTMENT MANAGEMENT FEES | $503 | $503 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $50,412 | $0 | $0 |
| UNRELATED BUSINESS INCOME TAX | $486,322 | $0 | $0 |
| PROPERTY/SALES USE TAX | $157 | $0 | $0 |
| FOREIGN TAX | $0 | $343,333 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJF INVESTMENTS HOLDINGS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 W TREMONT AVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352543191 | EIN |
| Desc | CASH DISTRIBUTIONS | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,122,000 | TotalAmt |
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