2017-11-15T15:38:47-08:00 2016-12-31 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2016-01-01 943169439 The David B Gold Foundation DAVI 4152889530 44 Montgomery Street San Francisco CA 94104 Steven A Gold Treasurer & CFO 2017-11-15 false Michael Fontanello P01471027 4159830200 2016 2017-02-10 21:41:12Z X 7351657 X X 22467 22467 1151858 1151858 -124840 26713813 327252 166129 1376737 1340454 359162 359162 167953 167953 149514 149514 26919 26919 44360 44360 247542 223907 11850 358020 14644 83060 83060 4396 4396 78432 40213 41020 1519358 278764 888234 3702494 3702494 5221852 278764 4590728 -3845115 1061690 161633 102340 102340 7960503 3196752 3196752 150000 150000 21040308 1198152 2665053 27000 27000 27000 50930927 1310746 1210512 48631 48631 15669 80136040 5984990 7351657 0 X 80136040 5984990 80136040 5984990 80136040 5984990 80136040 -3845115 76290925 70305935 5984990 Sale of Publicly Traded Securities P 2000-01-01 2016-12-31 26281901 26838653 -556752 -556752 Capital Gain Distributions P 2000-01-01 2016-12-31 139821 139821 139821 Capital Gains from Investment Pshps P 2000-01-01 2016-12-31 242675 242675 242675 Sec 1231 Gain from Invmt Psps - UBIT P 2000-01-01 2016-12-31 49416 49416 49416 ST/LT Cap Gain fr Pshp Reported on 990-T P 2000-01-01 2016-12-31 49416 -49416 -49416 -174256 false 5726373 105984493 0.05403 5376960 107180934 0.05017 5106310 99808150 0.05116 4148267 92918563 0.04464 4725806 94016326 0.05027 0.250268 0.050054 73311791 3669548 10617 3680165 4590728 X 10617 10617 10617 75707 75707 X 65090 65090 false false false false false true true true true true CA DE true false false false true true www.goldfoundation.org Steven Gold 4152889535 44 Montgomery St Ste 3750 San Francisco CA 94104 false false false false true false false false false false false false false false false false false false true false false true false false false false Barbara Gold Lurie 44 Montgomery St Suite 3750 San Francisco CA 94104 President 2.00 15000 Elaine E Gold 44 Montgomery St Suite 3750 San Francisco CA 94104 Director & ED 32.00 130000 44784 Steven A Gold 44 Montgomery St Suite 3750 San Francisco CA 94104 Treasurer & CFO 30.00 90000 64378 Diane Gold Bubier 44 Montgomery St Suite 3750 San Francisco CA 94104 Secretary 2.00 15000 Cheryl Bridgeforth 44 Montgomery Street Suite 3750 San Francisco CA 94104 Controller 26.00 75600 11340 Rose Haynes 44 Montgomery Street Suite 3750 San Francisco CA 94104 Grant Admin. 31.00 69810 10472 Shapiro Capital Management 3060 Peachtree Road NW Atlanta GA 30305 Investment Advisory 83831 McDonald Capital Investors 4 Orinda Way Suite 120-D Orinda CA 94563 Investment Advisory 85425 73220782 199778 1007654 74428214 0 74428214 1116423 73311791 3665590 3665590 10617 10617 3654973 3654973 3654973 4590728 4590728 10617 4580111 3654973 80838 194788 127629 594248 997503 4590728 0 3654973 935755 1933258 0 80838 1852420 194788 127629 594248 935755 See Grant Statement 44 Montgomery St Ste 3750 San Francisco CA 94104 4152889530 See Grant Statement See Grant Statement See Grant Statement See Grant Statement See Grant Statement See Grant Statement CA 94104 N/A PC Charitable 3702494 3702494 14 22467 14 1151858 900099 49416 18 -174256 Income - Investment Psps 900099 -26078 18 334615 Other Investment Income 18 6173 Other Psp Distributions 18 11935 Royalty Income 15 607 23338 1353399 1376737 false false false false false false false false false false Auditing Svcs 21800 0 0 21800 Other Accounting Fees 14955 0 0 14955 Tax Preparation 7605 0 0 7605 Gold Bay Foundation 1917 Logan Avenue South Minneapolis MN 55403 2016-01-01 24316654 Spin-Off Grant 19749 No Various 2016-01-01 All funds expended by grantee were verified to reporting provided.No portion of the funds were diverted from the purpose of the grant(s) to the knowledge of the grantor. Corporate Bonds-See Investment Stmt 27000 27000 Common Stock-See Investment Stmt 1198152 2665053 International Funds-See Investment Stmt AT COST 17157 24800 Mutual Funds-See Investment Stmt AT COST 1229019 1025143 Index Funds-See Investment Stmt AT COST 4895 11660 American Dep. Rcpt-See Investment Stmt AT COST 59675 148909 Furniture and Fixtures 3407 3407 Machinery and Equipment 45224 45224 For succession reasons, the David B. Gold Foundation transferred all of its assets to four successor private foundations, each foundation managed by a former director of the David B. Gold Foundation. During the year that ended December 31, 2016, the David B. Gold Foundation ("the Foundation") made a "significant disposition of assets" as defined in Treasury Regulations 1.507-3(c)(1) to four private foundations (hereinafter the "Successor Foundations") as follows:Sustainable Grant Making Partners Fund (47-3287351) - $16,423,246Sustainable Futures Fund (47-2985416) - $17,200,976 Gold Bay Foundation (47-4002921) - $18,340,864Bluebird Legacy, Inc. (47-4762218) - $18,340,849The assets distributed to the Successor Foundations were cash and publicly traded securities. Legal Fees 26919 0 0 26919 Spin-off Grant - Bluebird Legacy, Inc 18340849 Spin-off Grant - GoldBay 18340864 Spin-off Grant - Sustainable Futures Fund 17200976 Spin-off Grant - Sustainable Grant Making Partners Fund 16423246 Bank Custodial Fees 23777 23777 Books/Publications 195 195 Dues/Memberships 2023 2023 Filing Fees 777 777 Insurance 528 528 Invstmnt Prtnrshp Exps 10807 13608 Maint & Repairs - Software 28159 28159 Office Equipment 1232 1232 Office Related Exp 567 567 Office Supplies 1324 1324 Other Investment Expense 2642 2642 Payroll Processing Fee 66 66 Postage 441 441 Processing Fee on ADR 546 546 Royalty Expense 186 186 Telephone 5162 5162 Income - Investment Psps 308537 164089 Other Investment Income 6173 1433 Other Psp Distributions 11935 Royalty Income 607 607 Investment Advisor Fees 235692 223907 0 0 Outside Consultants 11850 0 0 11850 Excise Tax 343376 Foreign Tax on Dividends 14644 14644