THE GROVE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE GROVE FOUNDATION (EIN 77-0108124)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-05-25
- IRS object ID
- 201841459349100514
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-25T14:58:05-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | 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 | 275 BATTERY ST STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770108124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GROVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROV | BusinessNameControlTxt |
| Phone | 6505231300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1667 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231667 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE DOROSIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6505231300 | PhoneNum |
| Signature | 2018-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.201.129.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-21 | IPDt |
| IP Tm | 13:06:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 29D558E106CCA166F3A77B357A9AE2D2F6035DBB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CAFA9AA1E89874839F3D5C3237E8B2C5F72BBE23 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,075,833 | 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 | $47,144,096 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,221,432 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,221,432 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $250,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $230,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,448,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,814,614 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,959,118 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,597 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,740 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $51,067,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,413,553 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $218,032 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,162 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $171,870 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $523,477 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $67,635 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $447,614 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $202,067 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $21,155 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $180,912 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,436 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,536 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $32,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $249,928 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $207,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,816 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,149 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $210,829 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $210,829 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,464 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,464 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,749 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,749 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $303,719 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $303,158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,852,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $346,141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,456,348 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,311,083 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,606,083 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,163,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $346,141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,062,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,903,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,067,412 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,440,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,426,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,426,315 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $600,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $600,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $600,000 | PledgesRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $40,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $40,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $40,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $40,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $52,664,737 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $104,331,479 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $104,331,479 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $9,951,997 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,882,796 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,833,527 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $396,857 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $385,394 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,563 | LandBOYAmt |
| Land EOY | $11,463 | LandEOYAmt |
| Land EOYFMV | $11,463 | LandEOYFMVAmt |
| Other Assets BOY | $311,556 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,833,049 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,833,049 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $97,413,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,125,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,075,833 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $102,720 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $107,572 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,545,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,250,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,647,720 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,357,572 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $94,765,775 | UnrestrictedBOYAmt |
| Unrestricted EOY | $116,767,530 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,765,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,767,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,413,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $127,125,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,765,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,903,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $118,668,876 | SubtotalAmt |
| Other Decreases | $1,901,346 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $116,767,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $47,484,750 | $43,855,496 | $3,629,254 | $3,629,254 | ||
| PASS THROUGH CAPITAL GAIN | P | $2,329,864 | $2,329,864 | $2,329,864 | 2000-01-01 | 2017-09-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,959,118 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,724,138 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $78,335,239 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.226260 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,655,183 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $87,573,469 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.235861 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,943,362 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $98,239,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.152112 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,109,703 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $107,597,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121840 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,864,364 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $114,970,323 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.111893 | DistributionYr5Rt |
| Total Distribution | 0.847966 | TotalDistributionRt |
| Average Distribution | 0.169593 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $103,941,269 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,627,712 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $70,674 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,698,386 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,062,431 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $70,674 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,674 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $106,558 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $62,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $168,558 | TotalPaymentsAndCreditsAmt |
| Overpayment | $97,884 | OverpaymentAmt |
| Applied To ES Tax | $97,884 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LESLIE DOROSIN | IndividualWithBooksNm |
| Phone | 6505231330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1667 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231667 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN GROVE | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | BOARD CHAIR | 20.00 | $0 | $0 | $0 |
| EVA K GROVE | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | SECRETARY | 8.00 | $0 | $0 | $0 |
| LESLIE DOROSIN | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | CO-EXECUTIVE DIRECTOR/CFO | 30.00 | $170,400 | $46,672 | $960 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| REBEKAH BUTLER | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | CO-EXECUTIVE DIRECTO | 30.00 | $170,400 | $27,552 | $960 |
| CHEN ZHANG | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | ACCOUNTANT | 34.00 | $82,575 | $37,646 | $0 |
| JOSE SANTOS | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | PROGRAM ASSOCIATE | 37.50 | $82,500 | $19,113 | $960 |
| DAVID WOLFF | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | IT MANAGER | 34.00 | $77,015 | $20,450 | $960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEARNING FOR ACTION | |||||
| PO BOX 411490 | SAN FRANCISCO | CA | 94141 | PROGRAM CONSULTANT | $85,807 |
| C DANENE SORACE | |||||
| 503 WEST CHESTNUT STREET | LANCASTER | PA | 17603 | PROGRAM CONSULTANT | $68,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,825,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,825,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,873,527 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,524,131 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $105,524,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,582,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,941,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,197,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,197,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,674 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,674 | TotalTaxAmt |
| Distributable Before Adj | $5,126,389 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,126,389 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,126,389 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,062,431 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,062,431 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $70,674 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,991,757 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,126,389 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,741,457 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,814,424 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,208,196 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,384,084 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,915,714 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,063,875 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,062,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,126,389 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,936,042 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,999,917 | 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 | $7,741,457 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,258,460 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,814,424 | ExcessFromYear4Amt |
| Excess From Year3 | $10,208,196 | ExcessFromYear3Amt |
| Excess From Year2 | $16,384,084 | ExcessFromYear2Amt |
| Excess From Year1 | $13,915,714 | ExcessFromYear1Amt |
| Excess From Current Year | $13,936,042 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EVA K GROVE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (140 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10 BOOKS A HOME | |||||||||||
| 1238 WESTMINSTER AVE | E PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $10,000 | ||||
| 42ND STREET MOON | |||||||||||
| 250 VAN NESS AVE | SAN FRANCISCO | CA | 941024515 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| ABLE WORKS | |||||||||||
| 1836 BAY ROAD SUITE B | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $10,000 | ||||
| ACCESS WOMENS HEALTH JUSTICE | |||||||||||
| PO BOX 3609 | OAKLAND | CA | 946090609 | N/A | PC | GENERAL SUPPORT | $25,000 | ||||
| ACT FOR WOMEN AND GIRLS | |||||||||||
| PO BOX 536 | VISALIA | CA | 932790536 | N/A | PC | GENERAL SUPPORT | $27,000 | ||||
| ADVOCATES FOR YOUTH | |||||||||||
| 1325 G STREET SUITE 980 | WASHINGTON | DC | 20005 | N/A | PC | PROJECT SUPPORT | $525,000 | ||||
| ALIPATO PROJECT | |||||||||||
| 1743 ALCATRAZ AVE | BERKELEY | CA | 947032741 | N/A | PC | GENERAL SUPPORT | $1,500 | ||||
| ALLIANCE FOR LANGUAGE LEARNERS INTEGRATION EDUCATION AND SUCCESS | |||||||||||
| 865 OREGON AVE | PALO ALTO | CA | 943033620 | N/A | PC | PROJECT SUPPORT | $20,000 | ||||
| ALL-OPTIONS | |||||||||||
| PO BOX 28284 | OAKLAND | CA | 946048284 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||||||
| 125 BROAD STREET | NEW YORK | NY | 100042400 | N/A | PC | PROJECT SUPPORT | $10,000 | ||||
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTHERN CALIFORNIA | |||||||||||
| 39 DRUMM ST | SAN FRANCISCO | CA | 941114805 | N/A | PC | PROJECT SUPPORT | $135,000 | ||||
| AMERICAN LUNG ASSOCIATION IN CALIFORNIA | |||||||||||
| 333 HEGENBERGER ROAD SUITE 450 | OAKLAND | CA | 94621 | N/A | PC | GENERAL SUPPORT | $12,000 | ||||
| ANTI-DEFAMATION LEAGUE | |||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101580180 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||
| AS YOU SOW | |||||||||||
| 1611 TELEGRAPH AVE STE 1450 | OAKLAND | CA | 946122102 | N/A | PC | PROJECT SUPPORT | $20,000 | ||||
| ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES | |||||||||||
| 1145 WILSHIRE BLVD 2ND FLOOR | LOS ANGELES | CA | 900171900 | N/A | PC | PROJECT SUPPORT | $100,000 | ||||
| ASIAN AMERICANS ADVANCING JUSTICE-ASIAN LAW CAUCUS | |||||||||||
| 55 COLUMBUS AVE | SAN FRANCISCO | CA | 941112101 | N/A | PC | PROJECT SUPPORT | $54,000 | ||||
| BENEFICENT TECHNOLOGY INC | |||||||||||
| 480 S CALIFORNIA AVE STE 201 | PALO ALTO | CA | 943061609 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||
| BERKELEY REPERTORY THEATRE | |||||||||||
| 2025 ADDISON ST | BERKELEY | CA | 947041103 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| BLACK WOMEN FOR WELLNESS | |||||||||||
| PO BOX 292516 | LOS ANGELES | CA | 900297516 | N/A | PC | GENERAL SUPPORT | $20,000 | ||||
| BROOKLINE FOOD PANTRY INC | |||||||||||
| 15 SAINT PAUL ST | BROOKLINE | MA | 024466501 | N/A | PC | GENERAL SUPPORT | $1,000 | ||||
| CABRILLO COLLEGE FOUNDATION | |||||||||||
| 6500 SOQUEL DR | APTOS | CA | 950033119 | N/A | SO III FI | PROJECT SUPPORT | $110,000 | ||||
| CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE | |||||||||||
| PO BOX 861766 | LOS ANGELES | CA | 90086 | N/A | PC | GENERAL SUPPORT | $20,000 | ||||
| CARDEA SERVICES | |||||||||||
| 614 GRAND AVE STE 400 | OAKLAND | CA | 946103562 | N/A | PC | PROJECT SUPPORT | $337,500 | ||||
| CENTER ON RACE POVERTY & ENVIRONMENT | |||||||||||
| 47 KEARNY ST STE 804 | SAN FRANCISCO | CA | 941085528 | N/A | PC | GENERAL SUPPORT | $50,000 | ||||
| CENTRO LEGAL DE LA RAZA INC | |||||||||||
| 3400 E 12TH STREET | OAKLAND | CA | 946012229 | N/A | PC | PROJECT SUPPORT | $125,000 | ||||
| CITY COLLEGE OF NEW YORK | |||||||||||
| 160 CONVENT AVENUE SHEPARD 154 | NEW YORK | NY | 10031 | N/A | PC | PROJECT SUPPORT | $150,000 | ||||
| CITY OF MOUNTAIN VIEW CA | |||||||||||
| 500 CASTRO STREET | MOUNTAIN VIEW | CA | 94041 | N/A | GOV | GENERAL SUPPORT | $6,000 | ||||
| CITY OF REDWOOD CITY | |||||||||||
| 2600 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | N/A | GOV | PROJECT SUPPORT | $60,000 | ||||
| COASTSIDE OPPORTUNITY CENTER INC | |||||||||||
| PO BOX 1089 | EL GRANADA | CA | 940181089 | N/A | PC | PROJECT SUPPORT | $40,000 | ||||
| COLLECTIVE ROOTS GARDEN PROJECT INC | |||||||||||
| PO BOX 50784 | EAST PALO ALTO | CA | 943030667 | N/A | PC | GENERAL SUPPORT | $3,000 | ||||
| COLORADO YOUTH MATTER | |||||||||||
| 1650 FRANKLIN ST LOWER LEVEL | DENVER | CO | 802181127 | N/A | PC | PROJECT SUPPORT | $27,750 | ||||
| COMMUNITY INITIATIVES | |||||||||||
| 354 PINE STREET SUITE 700 | SAN FRANCISCO | CA | 94104 | N/A | PC | PROJECT SUPPORT | $100,000 | ||||
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC | |||||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | PROJECT SUPPORT | $185,000 | ||||
| COMPUTERS FOR EVERYONE INC | |||||||||||
| 3723 HAVEN AVE STE 200 | MENLO PARK | CA | 940251011 | N/A | PC | GENERAL SUPPORT | $2,000 | ||||
| CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE | |||||||||||
| PO BOX 5090 | SAN MATEO | CA | 94402 | N/A | PC | PROJECT SUPPORT | $80,000 | ||||
| COUNTY OF SAN MATEO | |||||||||||
| 555 COUNTY CENTER 4TH FLOOR | REDWOOD CITY | CA | 94063 | N/A | GOV | GENERAL SUPPORT | $1,000 | ||||
| DAY WORKER CENTER OF MOUNTAIN VIEW | |||||||||||
| 113 ESCUELA AVENUE | MOUNTAIN VIEW | CA | 94040 | N/A | PC | GENERAL SUPPORT | $21,000 | ||||
| EAST PALO ALTO SENIOR CENTER INC | |||||||||||
| 560 BELL ST | EAST PALO ALTO | CA | 943031701 | N/A | PC | PROJECT SUPPORT | $30,000 | ||||
| ECUMENICAL HUNGER PROJECT | |||||||||||
| 2411 PULGAS AVE | E PALO ALTO | CA | 943031322 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| EDUCATION TRAINING AND RESEARCH ASSOCIATES | |||||||||||
| 4 CARBONERO WAY | SCOTT VALLEY | CA | 950664200 | N/A | PC | PROJECT SUPPORT | $10,000 | ||||
| EL CAMINO YOUTH SYMPHONY ASSOCIATION | |||||||||||
| 4055 FABIAN WAY | PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $8,000 | ||||
| EQUALITY ALLIANCE OF SAN DIEGO COUNTY | |||||||||||
| PO BOX 12266 | SAN DIEGO | CA | 921123266 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||||||
| 800 3RD AVE FL 25 | NEW YORK | NY | 100227604 | N/A | PC | GENERAL SUPPORT | $10,000 | ||||
| EXHALE | |||||||||||
| 1714 FRANKLIN ST 100-141 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $60,000 | ||||
| EYES OPEN IOWA | |||||||||||
| 4000 WESTOWN PARKWAY STE 204 | WEST DES MOINES | IA | 50266 | N/A | PC | PROJECT SUPPORT | $100,000 | ||||
| FORWARD TOGETHER | |||||||||||
| 1440 BROADWAY STE 301 | OAKLAND | CA | 946122023 | N/A | PC | GENERAL SUPPORT | $100,000 | ||||
| FRESH LIFELINES FOR YOUTH INC | |||||||||||
| 568 VALLEY WAY | MILPITAS | CA | 950354106 | N/A | PC | PROJECT SUPPORT | $35,000 | ||||
| FRESNO BARRIOS UNIDOS | |||||||||||
| 4415 E TULARE ST | FRESNO | CA | 937023039 | N/A | PC | PROJECT SUPPORT | $40,000 | ||||
| FUNDERS FOR REPRODUCTIVE EQUITY | |||||||||||
| PO BOX 750 | ROCKVILLE | MD | 208480750 | N/A | PC | GENERAL SUPPORT | $17,500 | ||||
| GENESEE VALLEY EDUCATIONAL PARTNERSHIP | |||||||||||
| 80 MUNSON ST | LE ROY | NY | 14482 | N/A | PC | PROJECT SUPPORT | $197,500 | ||||
| GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL INC | |||||||||||
| 1718 PEACHTREE SUITE 465 | ATLANTA | GA | 30309 | N/A | PC | PROJECT SUPPORT | $100,000 | ||||
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | |||||||||||
| PO BOX 1100 | SEBASTOPOL | CA | 954731100 | N/A | PC | PROJECT SUPPORT | $45,000 | ||||
| GREENACTION FOR HEALTH AND ENVIRONMENTAL JUSTICE | |||||||||||
| 559 ELLIS STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | PROJECT SUPPORT | $15,000 | ||||
| GROUNDSWELL FUND | |||||||||||
| 436 14TH ST STE 723 | OAKLAND | CA | 946122709 | N/A | PC | GENERAL SUPPORT | $75,000 | ||||
| GUTTMACHER INSTITUTE INC | |||||||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $15,000 | ||||
| HAGAR SERVICES COALITION INCORPORATED | |||||||||||
| PO BOX 51178 | PALO ALTO | CA | 943030691 | N/A | PC | GENERAL SUPPORT | $25,000 | ||||
| HIAS INC | |||||||||||
| 1300 SPRING ST STE 500 | SILVER SPRING | MD | 209103634 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||
| HIP HOUSING DEVELOPMENT CORPORATION | |||||||||||
| 364 S RAILROAD AVE | SAN MATEO | CA | 944014024 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||
| HISPANIC FEDERATION INC | |||||||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 100053301 | N/A | PC | GENERAL SUPPORT | $2,000 | ||||
| HOPEWELL FUND | |||||||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 200362656 | N/A | PC | PROJECT SUPPORT | $100,000 | ||||
| HOUSING ENDOWMENT & TR OF SAN MATEO COUNTY | |||||||||||
| 2905 S EL CAMINO REAL | SAN MATEO | CA | 944032730 | N/A | GOV | PROJECT SUPPORT | $100,000 | ||||
| HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY | |||||||||||
| 2905 S EL CAMINO REAL | SAN MATEO | CA | 944032730 | N/A | GOV | PROJECT SUPPORT | $25,000 | ||||
| IMMIGRANT LEGAL RESOURCE CENTER | |||||||||||
| 1663 MISSION ST STE 602 | SAN FRANCISCO | CA | 941032473 | N/A | PC | PROJECT SUPPORT | $4,645,000 | ||||
| INSTITUTE FOR LOCAL GOVERNMENT | |||||||||||
| 1400 K ST STE 205 | SACRAMENTO | CA | 958143916 | N/A | PC | PROJECT SUPPORT | $45,000 | ||||
| INSTITUTE OF WOMEN AND ETHNIC STUDIES | |||||||||||
| 935 GRAVIER ST STE 1140 | NEW ORLEANS | LA | 701121668 | N/A | PC | PROJECT SUPPORT | $30,000 | ||||
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||||||
| 122 E 42ND ST 12 | NEW YORK | NY | 101680002 | N/A | PC | PROJECT SUPPORT | $500,000 | ||||
| INTERNATIONAL RESCUE COMMITTEE NORTHERN CA | |||||||||||
| 1460 KOLL CIRCLE SUITE 107 | SAN JOSE | CA | 95112 | N/A | PC | PROJECT SUPPORT | $200,000 | ||||
| JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES | |||||||||||
| 121 STEUART | SAN FRANCISCO | CA | 941051236 | N/A | PC | PROJECT SUPPORT | $75,000 | ||||
| JOBTRAIN | |||||||||||
| 1200 O BRIEN DRIVE | MENLO PARK | CA | 940251413 | N/A | PC | GENERAL SUPPORT | $125,000 | ||||
| KARA | |||||||||||
| 457 KINGSLEY AVE | PALO ALTO | CA | 943013222 | N/A | PC | GENERAL SUPPORT | $15,000 | ||||
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||||||
| 1920 L ST NW STE 800 | WASHINGTON | DC | 200365045 | N/A | PC | PROJECT SUPPORT | $100,000 | ||||
| LEGAL AID SOCIETY OF SAN MATEO CO | |||||||||||
| 330 TWIN DOLPHIN DR STE 123 | REDWOOD CITY | CA | 94065 | N/A | PC | PROJECT SUPPORT | $150,000 | ||||
| LIFEMOVES | |||||||||||
| 181 CONSTITUTION DRIVE | MENLO PARK | CA | 94025 | N/A | PC | GENERAL SUPPORT | $61,000 | ||||
| LOS ALTOS COMMUNITY FOUNDATION | |||||||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 940223742 | N/A | PC | GENERAL SUPPORT | $10,000 | ||||
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||||||
| 498 7TH AVENUE 18TH FLOOR | NEW YORK | NY | 10008 | N/A | PC | GENERAL SUPPORT | $2,500,000 | ||||
| MISSISSIPPI FIRST | |||||||||||
| PO BOX 1159 | JACKSON | MS | 93215 | N/A | PC | PROJECT SUPPORT | $40,000 | ||||
| MUJERES UNIDAS Y ACTIVAS | |||||||||||
| 3543 18TH ST STE 3 | SAN FRANCISCO | CA | 941101684 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| NATIONAL IMMIGRATION FORUM INC | |||||||||||
| 50 F STREET NW ST 300 | WASHINGTON | DC | 200010000 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||
| NATIONAL IMMIGRATION LAW CENTER | |||||||||||
| 3435 WILSHIRE BLVD STE 2850 | LOS ANGELES | CA | 900101938 | N/A | PC | GENERAL SUPPORT | $225,000 | ||||
| NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||||||
| 50 BROAD ST STE 1937 | NEW YORK | NY | 100042355 | N/A | PC | PROJECT SUPPORT | $15,000 | ||||
| NATIONAL PARTNERSHIP FOR NEW AMERICANS | |||||||||||
| 1818 S PAULINA ST | CHICAGO | IL | 606082719 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||
| THE NATURE CONSERVANCY | |||||||||||
| 201 MISSION STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | PROJECT SUPPORT | $104,000 | ||||
| NEO PHILANTHROPY INC | |||||||||||
| 45 W 36TH ST FL 6 | NEW YORK | NY | 100187635 | N/A | PC | PROJECT SUPPORT | $530,000 | ||||
| NEW VENTURE FUND | |||||||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | PROJECT SUPPORT | $75,000 | ||||
| NUESTRA CASA DE EAST PALO ALTO | |||||||||||
| 2396 UNIVERSITY AVE | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $65,000 | ||||
| ONE EAST PALO ALTO | |||||||||||
| 1798 B BAY RD | EAST PALO ALTO | CA | 943031611 | N/A | PC | PROJECT SUPPORT | $80,000 | ||||
| ONE JUSTICE | |||||||||||
| 433 CALIFORNIA ST STE 815 | SAN FRANCISCO | CA | 941042012 | N/A | PC | PROJECT SUPPORT | $80,000 | ||||
| PANGEA LEGAL SERVICES | |||||||||||
| 350 SANSOME ST STE 650 | SAN FRANCISCO | CA | 941041378 | N/A | PC | PROJECT SUPPORT | $60,000 | ||||
| PENINSULA FAMILY SERVICE INC | |||||||||||
| 24 2ND AVE | SAN MATEO | CA | 944013828 | N/A | PC | PROJECT SUPPORT | $40,000 | ||||
| PENINSULA OPEN SPACE TRUST | |||||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | N/A | PC | GENERAL SUPPORT | $7,000 | ||||
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||||||
| 2000 M ST NW | WASHINGTON | DC | 200363307 | N/A | PC | GENERAL SUPPORT | $10,000 | ||||
| PLANNED PARENTHOOD MAR MONTE INC | |||||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 951262203 | N/A | PC | PROJECT SUPPORT | $700,000 | ||||
| PRO BONO NET INC | |||||||||||
| 151 W 30TH ST FL 10 | NEW YORK | NY | 100014018 | N/A | PC | PROJECT SUPPORT | $100,000 | ||||
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC | |||||||||||
| 1301 CYPRESS AVE | SAN MATEO | CA | 94401 | N/A | PC | PROJECT SUPPORT | $15,000 | ||||
| PUENTE DE LA COSTA SUR | |||||||||||
| PO BOX 554 | PESCADERO | CA | 940600554 | N/A | PC | PROJECT SUPPORT | $55,000 | ||||
| RAVENSWOOD CITY ELEMENTARY | |||||||||||
| 2160 EUCLID AVE | EAST PALO ALTO | CA | 943031703 | N/A | PC | PROJECT SUPPORT | $155,000 | ||||
| RAVENSWOOD FAMILY HEALTH CENTER | |||||||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 943031611 | N/A | PC | GENERAL SUPPORT | $60,000 | ||||
| REDWOOD CITY SCHOOL DISTRICT | |||||||||||
| 750 BRADFORD ST | REDWOOD CITY | CA | 940631727 | N/A | GOV | PROJECT SUPPORT | $202,000 | ||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | |||||||||||
| 2195 HEARST AVE ROOM 120 MC 1104 | BERKELEY | CA | 947201104 | N/A | PC | PROJECT SUPPORT | $315,000 | ||||
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||||||
| 10920 WILSHIRE BLVD STE 620 6TH FL | LOS ANGELES | CA | 900246502 | N/A | PC | PROJECT SUPPORT | $30,000 | ||||
| REPRODUCTIVE HEALTH ACCESS PROJECT INC | |||||||||||
| PO BOX 21191 | NEW YORK | NY | 100250017 | N/A | PC | PROJECT SUPPORT | $115,000 | ||||
| RESOURCE FOUNDATION INC | |||||||||||
| 237 W 35TH ST STE 1203 | NEW YORK | NY | 100011950 | N/A | PC | GENERAL SUPPORT | $6,000 | ||||
| RUTGERS UNIVERSITY FOUNDATION | |||||||||||
| 41 GORDON RD SUITE A | PISCATAWAY | NJ | 088948067 | N/A | PC | PROJECT SUPPORT | $150,000 | ||||
| SAMARITAN HOUSE | |||||||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||
| SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT | |||||||||||
| 3401 CSM DRIVE | SAN MATEO | CA | 94402 | N/A | PC | PROJECT SUPPORT | $125,000 | ||||
| SAN MATEO COUNTY HEALTH FOUNDATION | |||||||||||
| 222 W 39TH AVE | SAN MATEO | CA | 944034364 | N/A | PC | PROJECT SUPPORT | $25,000 | ||||
| SANTA CLARA COUNTY ASIAN LAW ALLIANCE INC | |||||||||||
| 991 W HEDDING ST STE 202 | SAN JOSE | CA | 951261248 | N/A | PC | GENERAL SUPPORT | $1,000 | ||||
| SANTA CLARA VALLEY SCIENCE FAIR ASN | |||||||||||
| PO BOX 307 | LOS ALTOS | CA | 940230307 | N/A | PC | GENERAL SUPPORT | $2,000 | ||||
| SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MATEO COUNTIES | |||||||||||
| 750 CURTNER AVE | SAN JOSE | CA | 951252113 | N/A | PC | GENERAL SUPPORT | $125,000 | ||||
| SEQUOIA HIGH | |||||||||||
| 1201 BREWSTER AVE | REDWOOD CITY | CA | 940621334 | N/A | PC | PROJECT SUPPORT | $75,000 | ||||
| SEXUALITY INFORMATION AND EDUCATION COUNCIL OF THE UNITED STATES INC | |||||||||||
| 90 JOHN STREET SUITE 704 | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $100,000 | ||||
| SHENANDOAH VALLEY COMMUNITY RESIDENCES INC | |||||||||||
| 301 N CAMERON STREET SUITE 103 | WINCHESTER | VA | 226014869 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT | |||||||||||
| 1321 GARDEN HIGHWAY NO 210 | SACRAMENTO | CA | 958339754 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||
| SIMON WIESENTHAL CENTER | |||||||||||
| 1399 S ROXBURY 2ND FL | LOS ANGELES | CA | 900354709 | N/A | PC | GENERAL SUPPORT | $25,000 | ||||
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS SEE INC | |||||||||||
| 23532 CALABASAS ROAD SUITE A | CALABASAS | CA | 91302 | N/A | PC | PROJECT SUPPORT | $75,000 | ||||
| SOUTHERN POVERTY LAW CENTER INC | |||||||||||
| PO BOX 548 | MONTGOMERY | AL | 361010548 | N/A | PC | GENERAL SUPPORT | $75,000 | ||||
| ST FRANCIS CENTER OF REDWOOD CITY | |||||||||||
| 151 BUCKINGHAM AVE | REDWOOD CITY | CA | 940633210 | N/A | PC | GENERAL SUPPORT | $1,000 | ||||
| STARVISTA | |||||||||||
| 610 ELM STREET SUITE 212 | SAN CARLOS | CA | 940703070 | N/A | PC | PROJECT SUPPORT | $85,000 | ||||
| STATE VOICES | |||||||||||
| 1625 MASSACHUSETTS AVE NW STE 308 | WASHINGTON | DC | 200362247 | N/A | PC | PROJECT SUPPORT | $40,000 | ||||
| RADBOUD UNIVERSITY NIJMEJEN MEDICAL CENTER | |||||||||||
| N/A | PC | PROJECT SUPPORT | $50,000 | POSTBUS 9101 | NIJMEGEN | NL | 6500 HB | ||||
| SUSTAINABLE CONSERVATION | |||||||||||
| 98 BATTERY STREET SUITE 302 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL SUPPORT | $55,000 | ||||
| TAHIRIH JUSTICE CENTER | |||||||||||
| 6402 ARLINGTON BLVD STE 300 | FALLS CHURCH | VA | 220422333 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||
| TEEN SUCCESS INC | |||||||||||
| 576 VALLEY WAY | MILPITAS | CA | 950354106 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| THE INTERNATIONAL INSTITUTE OF THE BAY AREA | |||||||||||
| 2600 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | N/A | PC | PROJECT SUPPORT | $150,500 | ||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||||
| 220 MONTGOMERY ST 5TH FLOOR | SAN FRANCISCO | CA | 94104 | N/A | PC | PROJECT SUPPORT | $50,000 | ||||
| THE SAN FRANCISCO FOUNDATION | |||||||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | PROJECT SUPPORT | $75,000 | ||||
| TIDES CENTER | |||||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 941290907 | N/A | PC | PROJECT SUPPORT | $77,500 | ||||
| TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY | |||||||||||
| 1 WASHINGTON SQ | SAN JOSE | CA | 951920256 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| UC HASTINGS FOUNDATION | |||||||||||
| 200 MCALLISTER ST | SAN FRANCISCO | CA | 941024978 | N/A | PC | PROJECT SUPPORT | $183,333 | ||||
| UC SANTA BARBARA FOUNDATION | |||||||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 931060001 | N/A | PC | PROJECT SUPPORT | $6,000 | ||||
| UNAMESA ASSOCIATION | |||||||||||
| 654 GILMAN ST | PALO ALTO | CA | 943012528 | N/A | PC | PROJECT SUPPORT | $30,000 | ||||
| UNITED WAY OF THE BAY AREA | |||||||||||
| 221 MAIN ST STE 300 | SAN FRANCISCO | CA | 941051911 | N/A | PC | PROJECT SUPPORT | $40,000 | ||||
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||||||
| MCLAUGHLIN HALL 1722 | BERKELEY | CA | 947201722 | N/A | PC | PROJECT SUPPORT | $120,000 | ||||
| UNIVERSITY OF SAN FRANCISCO | |||||||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 941171080 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| UNIVERSITY OF WASHINGTON | |||||||||||
| PO BOX 356460 | SEATTLE | WA | 981956460 | N/A | PC | PROJECT SUPPORT | $150,000 | ||||
| URBAN JUSTICE CENTER | |||||||||||
| 40 RECTOR STREET | NEW YORK | NY | 100061705 | N/A | PC | PROJECT SUPPORT | $100,000 | ||||
| VMC FOUNDATION | |||||||||||
| 2400 MOORPARK AVE STE 201 | SAN JOSE | CA | 951282624 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| WELCOMING AMERICA INC | |||||||||||
| 315 WEST PONCE DE LEON AVENUE SUITE | DECATUR | GA | 300302400 | N/A | PC | PROJECT SUPPORT | $30,000 | ||||
| WEST VIRGINIA FREE INCORPORATED | |||||||||||
| 1114 QUARRIER STREET FLOOR 3 | CHARLESTON | WV | 25301 | N/A | PC | PROJECT SUPPORT | $131,000 | ||||
| YOUTH UNITED FOR COMMUNITY ACTION | |||||||||||
| 2135 CLARKE AVE | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $40,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,606,083 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARDEA SERVICES | |||||||
| 614 GRAND AVE STE 400 | OAKLAND | CA | 946103562 | N/A | PC | PROJECT SUPPORT | $50,000 |
| EYES OPEN IOWA | |||||||
| 4000 WESTOWN PARKWAY STE 204 | WEST DES MOINES | IA | 50266 | N/A | PC | PROJECT SUPPORT | $50,000 |
| GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL INC | |||||||
| 80 MUNSON ST | LE ROY | NY | 14482 | N/A | PC | PROJECT SUPPORT | $50,000 |
| INSTITUTE OF WOMEN AND ETHNIC STUDIES | |||||||
| 935 GRAVIER ST STE 1140 | NEW ORLEANS | LA | 701121668 | N/A | PC | PROJECT SUPPORT | $30,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| 498 7TH AVENUE 18TH FLOOR | NEW YORK | NY | 10008 | N/A | PC | GENERAL SUPPORT | $7,500,000 |
| MISSISSIPPI FIRST | |||||||
| PO BOX 1159 | JACKSON | MS | 93215 | N/A | PC | PROJECT SUPPORT | $40,000 |
| WEST VIRGINIA FREE INCORPORATED | |||||||
| 1114 QUARRIER STREET FLOOR 3 | CHARLESTON | WV | 25301 | N/A | PC | GENERAL SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,750,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,221,432 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250,892 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,448,017 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,922,938 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,922,938 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PACKARD FOUNDATION | |||||||
| 1 | 343 2ND STREET | LOS ALTOS | CA | 94022 | $600,000 | Yes (X) | |
| EVA GROVE | |||||||
| 2 | PO BOX 1667 | LOS ALTOS | CA | 94023 | $46,544,096 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 360,691.93 SHARES VITSX, 483,184.79 SHARES VCADX | NoncashPropertyDesc |
| Fair Market Value | $27,544,096 | FairMarketValueAmt |
| Received | 2017-07-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,000 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER AND SOFTWARE- SERVER | 2008-04-01 | $11,224 | $11,224 | SL | 3.000000000000 | $0 | $0 |
| HIGH DEFINITION CAMCORDER | 2009-10-23 | $1,530 | $1,530 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER - LESLIE'S LAPTOP II | 2010-01-13 | $2,743 | $2,743 | SL | 3.000000000000 | $0 | $0 |
| OUTSIDE SERVER | 2010-02-11 | $3,134 | $3,134 | SL | 3.000000000000 | $0 | $0 |
| 65" LCD FOR BIG CONFERENCE RM | 2010-02-08 | $4,156 | $4,156 | SL | 3.000000000000 | $0 | $0 |
| 46" LCD FOR CHAIRMAN'S RM | 2010-02-08 | $1,777 | $1,777 | SL | 3.000000000000 | $0 | $0 |
| 46" LCD FOR KF HUDDLE RM | 2010-02-08 | $1,777 | $1,777 | SL | 3.000000000000 | $0 | $0 |
| SECURITY SYSTEM AND INSTALLATION | 2010-02-19 | $4,778 | $4,778 | SL | 3.000000000000 | $0 | $0 |
| AUDIO, VIDEO SYSTEM - 4 POLYCOMS(1-4), | 2010-02-09 | $14,553 | $14,553 | SL | 3.000000000000 | $0 | $0 |
| LAPTOP AND HARDWARE FOR JAIME | 2010-07-30 | $3,408 | $3,408 | SL | 3.000000000000 | $0 | $0 |
| LAPTOP AND HARDWARE FOR REBEKAH | 2010-08-19 | $3,415 | $3,415 | SL | 3.000000000000 | $0 | $0 |
| BIG CONFERENCE ROOM TABLE | 2009-12-22 | $2,559 | $2,559 | SL | 5.000000000000 | $0 | $0 |
| 19 THINK CHAIRS, 1 LEAP CHAIR | 2010-03-29 | $13,622 | $13,622 | SL | 5.000000000000 | $0 | $0 |
| 12 FILE CABINETS | 2010-03-29 | $3,851 | $3,851 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE ROOM CHAIRS, 16 W/ARMS | 2010-02-28 | $6,875 | $6,875 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE ROOM CHAIRS, 8 W/O ARMS | 2010-02-28 | $3,339 | $3,339 | SL | 5.000000000000 | $0 | $0 |
| TABLES IN ANDY'S ROOM, 2 | 2010-02-28 | $1,447 | $1,447 | SL | 5.000000000000 | $0 | $0 |
| CREDENZA IN ANDY'S ROOM | 2010-02-28 | $2,663 | $2,663 | SL | 5.000000000000 | $0 | $0 |
| PEDESTALS, 15 | 2010-02-28 | $5,313 | $5,313 | SL | 5.000000000000 | $0 | $0 |
| PHOTO ARTS | 2010-09-09 | $2,917 | $2,917 | SL | 5.000000000000 | $0 | $0 |
| TI - ARCHITECTURE | 2009-12-22 | $27,940 | $27,940 | SL | 5.000000000000 | $0 | $0 |
| TI - CONSTRUCTION | 2010-02-16 | $237,153 | $237,153 | SL | 5.000000000000 | $0 | $0 |
| LAPTOP FOR LESLIE | 2011-06-07 | $2,538 | $2,538 | SL | 3.000000000000 | $0 | $0 |
| LAPTOP FOR OBJ TRADE SHOW | 2011-04-21 | $2,083 | $2,083 | SL | 3.000000000000 | $0 | $0 |
| LAPTOP FOR KAMRAN | 2011-07-13 | $2,551 | $2,551 | SL | 3.000000000000 | $0 | $0 |
| LAPTOP FOR DAVID EQ-10038 | 2011-11-09 | $2,473 | $2,473 | SL | 3.000000000000 | $0 | $0 |
| LAPTOP FOR MARSHA | 2011-11-17 | $2,311 | $2,311 | SL | 3.000000000000 | $0 | $0 |
| LAPTOP FOR RICK | 2013-02-02 | $2,066 | $2,066 | SL | 3.000000000000 | $0 | $0 |
| DESK TOP COMPUTER FOR KEN | 2013-06-12 | $18,412 | $1,842 | SL | 3.000000000000 | $0 | $0 |
| LAPTOP FOR REBEKAH EQ-10043 | 2013-10-27 | $2,491 | $2,422 | SL | 3.000000000000 | $69 | $0 |
| LAPTOP FOR JOSE SANTOS | 2013-12-16 | $2,197 | $2,076 | SL | 3.000000000000 | $121 | $0 |
| LAPTOP FOR LESLIE | 2014-08-16 | $2,255 | $1,567 | SL | 3.000000000000 | $688 | $0 |
| SOFA AND SWIVEL CHAIR | 2014-08-29 | $2,868 | $1,183 | SL | 5.000000000000 | $575 | $0 |
| LAPTOP FOR LUVLEEN | 2015-08-19 | $1,599 | $599 | SL | 3.000000000000 | $533 | $0 |
| LAPTOP FOR DAVID EQ-10047 | 2015-08-19 | $1,599 | $599 | SL | 3.000000000000 | $533 | $0 |
| LAPTOP FOR REBEKAH EQ-10048 | 2016-11-24 | $2,606 | SL | 3.000000000000 | $724 | $0 | |
| LAPTOP FOR JOSE EQ-10049 | 2016-11-24 | $2,606 | SL | 3.000000000000 | $724 | $0 | |
| LAPTOP FOR DAVID EQ-10050 | 2017-03-21 | $2,196 | SL | 3.000000000000 | $366 | $0 | |
| LAPTOP FOR LESLIE EQ-10051 | 2017-03-21 | $2,196 | SL | 3.000000000000 | $366 | $0 | |
| LAPTOP FOR ALICIA EQ100-52 | 2017-06-03 | $2,245 | SL | 3.000000000000 | $250 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION INCLUDED IN QUALIFYING DISTRIBUTION AN AMOUNT GIVEN TO A DONOR ADVISED FUND OVER WHICH THE FOUNDATION OR A DISQUALIFIED PERSON HAS ADVISORY PRIVILEGES. THE FOUNDATION ADVISED WITHIN THE SAME FISCAL YEAR THAT ANY AMOUNTS GIVEN TO DONOR ADVISED FUNDS ARE TO BE GIVEN TO 501(C)(3) PUBLIC CHARITIES TO ACCOMPLISH EXEMPT PURPOSES AS DESCRIBED IN SECTION 170(C)(2)(B). | MediumExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $104,331,479 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $104,331,479 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CALCEF CLEAN ENERGY ANGEL FUND I, LP | FMV | $44,310 | $44,310 |
| DRAPER FISHER JURVETSON FUND VII, LP | AT COST | $194,328 | $226,763 |
| FRANCISCO PARTNERS, L.P. | FMV | $23,111 | $23,111 |
| LBA INDUSTRIAL FUND I, LLC | FMV | $0 | $0 |
| LBA REALTY FUND II, INC. | FMV | $1,470,544 | $1,470,544 |
| LBA REALTY FUND III, INC. | FMV | $739,492 | $739,492 |
| LBA REALTY FUND IV, LP | FMV | $323,535 | $323,535 |
| LBA REALTY FUND, INC. | FMV | $207,547 | $207,547 |
| LEGACY VENTURE V (QP), LLC | AT COST | $1,508,722 | $2,615,420 |
| LEGACY VENTURE VI (QP), LLC | AT COST | $1,934,382 | $3,269,347 |
| MEDGENESIS | AT COST | $500,000 | $500,000 |
| MONTAGE CAPITAL II, L.P. | AT COST | $488,392 | $610,966 |
| REGIS PARTNERS FUND, LP | AT COST | $958,686 | $1,224,432 |
| ROCKWOOD CAPITAL REAL ESTATE PARTNERS FUND VIII, L.P. | AT COST | $30,644 | $89,185 |
| VENTURE LENDING AND LEASING VII, LLC | AT COST | $459,103 | $488,875 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER AND SOFTWARE- SERVER | $11,224 | $11,224 | $0 |
| HIGH DEFINITION CAMCORDER | $1,530 | $1,530 | $0 |
| COMPUTER - LESLIE'S LAPTOP II | $2,743 | $2,743 | $0 |
| OUTSIDE SERVER | $3,134 | $3,134 | $0 |
| 65" LCD FOR BIG CONFERENCE RM | $4,156 | $4,156 | $0 |
| 46" LCD FOR CHAIRMAN'S RM | $1,777 | $1,777 | $0 |
| 46" LCD FOR KF HUDDLE RM | $1,777 | $1,777 | $0 |
| SECURITY SYSTEM AND INSTALLATION | $4,778 | $4,778 | $0 |
| AUDIO, VIDEO SYSTEM - 4 POLYCOMS(1-4), | $14,553 | $14,553 | $0 |
| LAPTOP AND HARDWARE FOR JAIME | $3,408 | $3,408 | $0 |
| LAPTOP AND HARDWARE FOR REBEKAH | $3,415 | $3,415 | $0 |
| BIG CONFERENCE ROOM TABLE | $2,559 | $2,559 | $0 |
| 19 THINK CHAIRS, 1 LEAP CHAIR | $13,622 | $13,622 | $0 |
| 12 FILE CABINETS | $3,851 | $3,851 | $0 |
| CONFERENCE ROOM CHAIRS, 16 W/ARMS | $6,875 | $6,875 | $0 |
| CONFERENCE ROOM CHAIRS, 8 W/O ARMS | $3,339 | $3,339 | $0 |
| TABLES IN ANDY'S ROOM, 2 | $1,447 | $1,447 | $0 |
| CREDENZA IN ANDY'S ROOM | $2,663 | $2,663 | $0 |
| PEDESTALS, 15 | $5,313 | $5,313 | $0 |
| PHOTO ARTS | $2,917 | $2,917 | $0 |
| TI - ARCHITECTURE | $27,940 | $27,940 | $0 |
| TI - CONSTRUCTION | $237,153 | $237,153 | $0 |
| LAPTOP FOR LESLIE | $2,538 | $2,538 | $0 |
| LAPTOP FOR OBJ TRADE SHOW | $2,083 | $2,083 | $0 |
| LAPTOP FOR KAMRAN | $2,551 | $2,551 | $0 |
| LAPTOP FOR DAVID EQ-10038 | $2,473 | $2,473 | $0 |
| LAPTOP FOR MARSHA | $2,311 | $2,311 | $0 |
| LAPTOP FOR RICK | $2,066 | $2,066 | $0 |
| LAPTOP FOR REBEKAH EQ-10043 | $2,491 | $2,491 | $0 |
| LAPTOP FOR LESLIE | $2,255 | $2,255 | $0 |
| SOFA AND SWIVEL CHAIR | $2,868 | $1,758 | $1,110 |
| LAPTOP FOR LUVLEEN | $1,599 | $1,132 | $467 |
| LAPTOP FOR DAVID EQ-10047 | $1,599 | $1,132 | $467 |
| LAPTOP FOR REBEKAH EQ-10048 | $2,606 | $724 | $1,882 |
| LAPTOP FOR JOSE EQ-10049 | $2,606 | $724 | $1,882 |
| LAPTOP FOR DAVID EQ-10050 | $2,196 | $366 | $1,830 |
| LAPTOP FOR LESLIE EQ-10051 | $2,196 | $366 | $1,830 |
| LAPTOP FOR ALICIA EQ100-52 | $2,245 | $250 | $1,995 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,436 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,536 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $10,972 | $10,972 | $10,972 |
| ACCRUED INTEREST RECEIVABLE | $300,584 | $322,077 | $322,077 |
| SOCIAL RESPONSIBLE BONDS | $0 | $500,000 | $500,000 |
| GRAY PINE LOAN | $0 | $2,000,000 | $2,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $1,901,346 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $2,615 | $0 | $2,615 |
| TELEPHONE & TELECOM | $14,635 | $0 | $14,635 |
| POSTAGE & SHIPPING | $1,059 | $0 | $1,059 |
| TECHNOLOGY SUPPLIES | $4,796 | $0 | $4,796 |
| EQUIPMENT RENTAL & MAINT | $2,499 | $0 | $2,499 |
| SUBSCRIPTIONS | $15,687 | $0 | $15,687 |
| WEB HOSTING | $232 | $0 | $232 |
| OTHER MISCELLANEOUS | $25,719 | $0 | $25,719 |
| DUES | $13,000 | $0 | $13,000 |
| INSURANCE | $15,492 | $0 | $15,492 |
| PROJECTS - NON EMPLOYEE TRAVEL | $10,811 | $0 | $10,811 |
| PROJECTS - INFORMATION TECHNOLOGY | $35,707 | $0 | $35,707 |
| PROJECTS - CONSULTING | $159,807 | $0 | $159,246 |
| PROJECTS - OTHER | $1,160 | $0 | $1,160 |
| TRAINING | $500 | $0 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $2,597 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,740 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,597 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $249,928 | Amt |
| Net Investment Income | $207,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,816 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $41,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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