JOHN PRITZKER FAMILY FUND: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOHN PRITZKER FAMILY FUND (EIN 30-0039815)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349101023
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T13:59:34-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300039815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LISA & JOHN PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN GREENE | InCareOfNm |
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 6503654646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE SUITE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN PRITZKER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN A MCGOVERN | PreparerPersonNm |
| PTIN | P00739991 | PTIN |
| Phone | 6503654646 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.97.82.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94293920173195000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1098F4E497D0391943BCA2EE4CB4C0E869B5C07D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FA02E7A83532CBF5AAD50100FD2750FD0D468EF9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,099,856 | 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 | $32,002,538 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,160 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $204 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,782 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,782 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $393,356 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $393,356 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$92,135 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,950 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,536 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,536 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,435,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,828 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $412,824 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $444,336 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $28,627 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,627 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $63,443 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $63,425 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,958 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,958 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,512 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,110 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $185,771 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $966 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $197,217 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $31,078 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $307,049 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $289,279 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $15,404 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,852 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $207,062 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $198,444 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,242 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,290,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $506,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $812,845 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,002,242 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,444,664 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,292,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $506,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,257,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,142,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,382,754 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,283,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,283,356 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $33,563 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $43,429 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $43,429 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $625,567 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $682,747 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $643,004 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $16,117,621 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,157,781 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $14,249,119 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $13,959,840 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $28,750,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $365,063 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $335,658 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $323,916 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $59,881 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,257 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $40,394 | LandBOYAmt |
| Land EOY | $22,624 | LandEOYAmt |
| Land EOYFMV | $22,624 | LandEOYFMVAmt |
| Other Assets BOY | $3,101 | OtherAssetsBOYAmt |
| Other Assets EOY | $33,527 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $33,527 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,699,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,361,181 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,099,856 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,761 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,689 | AccountsPayableEOYAmt |
| Grants Payable BOY | $24,314,418 | GrantsPayableBOYAmt |
| Grants Payable EOY | $29,870,796 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $36,899 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,387 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,384,078 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,902,872 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | -$7,684,517 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,458,309 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$7,684,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,458,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,699,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,361,181 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$7,684,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,142,826 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,458,309 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,458,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FARALLON CAPITAL INSTITUTIONAL PARTNERS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,950 | GrossSalesPriceAmt |
| Gain Or Loss | $2,950 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,950 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,950 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,185,871 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,067,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.544189 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,999,915 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $40,495,092 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.345719 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,736,442 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,640,747 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.260947 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,197,849 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $59,206,313 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.290473 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,039,067 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $52,357,142 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.210842 | DistributionYr5Rt |
| Total Distribution | 1.65217 | TotalDistributionRt |
| Average Distribution | 0.330434 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,563,359 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,742,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,742,645 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,257,509 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,692 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $27,692 | TotalPaymentsAndCreditsAmt |
| Overpayment | $27,692 | OverpaymentAmt |
| Applied To ES Tax | $27,692 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://ljpff.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GREENE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156945823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PIER 5 THE EMBARCADERO STE 102 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | BF | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JOHN A PRITZKER | |||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | CHAIRMAN | 5.0 | $0 | $0 | $0 | |
| LISA S PRITZKER | |||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | PRESIDENT | 35.0 | $0 | $0 | $0 | |
| ADAM NICHOLAS PRITZKER | |||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| NOAH STONE PRITZKER | |||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | DIRECTOR | 1.0 | $0 | $0 | $0 | THREE LAGOON DRIVE SUITE 400 |
| BARRY FINESTONE | |||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | EXECUTIVE DIRECTOR, SECRETARY | 40.0 | $325,324 | $53,807 | $0 | THREE LAGOON DRIVE SUITE 400 |
| JOHN GREENE | |||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | TREASURER, CFO | 5.0 | $0 | $0 | $0 | |
| SAMUEL PRITZKER | |||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | DIRECTOR | 1.0 | $0 | $0 | $0 | THREE LAGOON DRIVE SUITE 400 |
| AMY RABBINO | |||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | EXECUTIVE DIRECTOR, SECRETARY | 40.0 | $87,500 | $9,636 | $0 | THREE LAGOON DRIVE SUITE 400 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE PERLMUTTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE SUITE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $28,627 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STEPHEN DOBBS | |||||
| PIER 5 THE EMBARCADERO SUITE 102 | SAN FRANCISCO | CA | 94111 | CONSULTANT | $27,500 |
| AMY RABBINO | |||||
| PIER 5 THE EMBARCADERO SUITE 102 | SAN FRANCISCO | CA | 94111 | CONSULTANT | $138,165 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $621,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,466,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,062,790 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,150,618 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,150,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $587,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,563,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,928,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,928,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,928,168 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,928,168 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,928,168 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,257,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $14,257,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,257,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,928,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,441,434 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,239,907 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,113,279 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,989,950 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,884,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $58,668,653 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,257,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,928,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,329,341 | RemainingDistriFromCorpusAmt |
| Total Corpus | $70,997,994 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,441,434 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,556,560 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,239,907 | ExcessFromYear4Amt |
| Excess From Year3 | $11,113,279 | ExcessFromYear3Amt |
| Excess From Year2 | $11,989,950 | ExcessFromYear2Amt |
| Excess From Year1 | $12,884,083 | ExcessFromYear1Amt |
| Excess From Current Year | $12,329,341 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (151 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Aim High For High School | ||||||||
| PO Box 410715 | San Francisco | CA | 94141 | NONE | PC | Unrestricted Grant | $2,500 | |
| All Chicago | ||||||||
| 651 West Washington | Chicago | IL | 60661 | NONE | PC | Support of 2016 Activities | $10,000 | |
| All Chicago | ||||||||
| 651 West Washington | Chicago | IL | 60661 | NONE | PC | General Operating Support 2016 | $33,333 | |
| Alzheimer's Association | ||||||||
| 225 North Michigan Ave 17th Floor | Chicago | IL | 60601 | NONE | PC | Unrestricted Grant | $500 | |
| American Associates Ben-Gurion University of the N | ||||||||
| 240 Tamal Vista Boulevard Suite 26 | Corte Madera | CA | 94925 | NONE | PC | Katz Suicidal Depression Study | $50,000 | |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | NONE | PC | 2016 general support | $25,000 | |
| American Conservatory Theatre Foundation | ||||||||
| 30 Grant Ave Fl 7 | San Francisco | CA | 94108 | NONE | PC | Strand Theater Capital Campaign | $5,000 | |
| American Conservatory Theatre Foundation | ||||||||
| 30 Grant Ave Fl 7 | San Francisco | CA | 94108 | NONE | PC | 2017 general support | $10,000 | |
| American Friends of the Israel Museum | ||||||||
| 545 5th Avenue Suite 920 | New York | NY | 10017 | NONE | PC | Department of Photography support | $10,000 | |
| American Friends of the Israel Philharmonic Orches | ||||||||
| 122 East 42nd Street | New York | NY | 10168 | NONE | PC | San Francisco 2016 Benefit | $5,000 | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Yesod JCC in St. Petersburg | $25,000 | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Better Together Neighborhoods of Arraba and Kiryat Shemona | $144,000 | |
| American Jewish World Service Inc | ||||||||
| 45 W 36th Street 11th Floor | New York | NY | 11018 | NONE | PC | 2016 Celebrating Our Global Leaders event | $25,000 | |
| Art Institute of Chicago | ||||||||
| 111 South Michigan Avenue | Chicago | IL | 60603 | NONE | PC | Robert Frank pop up show May 2017 | $5,000 | |
| Bay Area Jewish Healing Center | ||||||||
| 2530 Taraval Street Suite 202 | San Francisco | CA | 94116 | NONE | PC | Unrestricted Grant | $2,500 | 2301 Broadway Suite B |
| Bay Area Women's and Children's Center | ||||||||
| 318 Leavenworth Street | San Francisco | CA | 94102 | NONE | PC | Unrestricted Grant | $1,000 | |
| Birthright Israel Foundation | ||||||||
| 33 East 33rd Street | New York | NY | 10016 | NONE | PC | Multi year support of French and Ukranian participants on Birthright trips | $100,000 | |
| Boys and Girls Clubs of San Francisco | ||||||||
| 380 Fulton Street | San Francisco | CA | 94102 | NONE | PC | 2016 Annual Youth of the Year Awards Luncheon | $2,500 | |
| California College of the Arts | ||||||||
| 5212 Broadway | Oakland | CA | 94618 | NONE | PC | Stanlee 2016 CCA Gala | $7,500 | |
| California Historical Society | ||||||||
| 678 Mission Street | San Francisco | CA | 94105 | NONE | PC | Trips Festival | $5,000 | |
| California Institute of Integral Studies | ||||||||
| 1453 Mission Street | San Francisco | CA | 94103 | NONE | PC | Scholarship funding for deserving underserved students | $15,000 | |
| Camp Newman | ||||||||
| 711 Grand Avenue Suite 280 | San Rafael | CA | 94901 | NONE | PC | General Operating Support 2016 | $50,000 | |
| Camp Ramah in Northern California | ||||||||
| 849 Almar Avenue Suite C-487 | Santa Cruz | CA | 95060 | NONE | PC | General Operating Support | $50,000 | |
| Camp Tawonga Jewish Community Corporation | ||||||||
| 131 Steuart Street Suite 460 | San Francisco | CA | 94105 | NONE | PC | General Operating Support 2016 | $50,000 | |
| CARE | ||||||||
| 151 Ellis Street NE | Atlanta | GA | 30303 | NONE | PC | Unrestricted Grant | $5,000 | |
| Center for Arts Education Inc | ||||||||
| 266 West 37th Street 9th Floor | New York | NY | 10018 | NONE | PC | Teaching & Learning Initiatives | $20,000 | |
| Center for Youth Wellness | ||||||||
| 3450 Third Street Building 2 Suit | San Francisco | CA | 94124 | NONE | PC | General Operating Support | $100,000 | |
| Children's Council of San Francisco | ||||||||
| 445 Church Street | San Francisco | CA | 94114 | NONE | PC | Child Care Champions 2016 | $2,500 | |
| Chinati Foundation | ||||||||
| PO Box 1135 | Marfa | TX | 79843 | NONE | PC | 2106 general support | $2,500 | |
| Chronicle Season of Sharing Fund | ||||||||
| 901 Mission Street | San Francisco | CA | 94103 | NONE | PC | Unrestricted Grant | $50,000 | |
| City Arts and Lectures | ||||||||
| 1955 Sutter Street | San Francisco | CA | 94115 | NONE | PC | General Operating Support 2016 | $10,000 | |
| Cold Caps Assistance Projects DBA HairToStay | ||||||||
| 2234 Beach Street | San Francisco | CA | 94123 | NONE | PC | Unrestricted Grant | $1,000 | |
| College Track | ||||||||
| 111 Broadway Suite 101 | Oakland | CA | 94607 | NONE | PC | 2016 Annual Benefit | $7,500 | |
| Columbia University | ||||||||
| Hogan Hall | New York | NY | 10025 | NONE | PC | 2016 Earth Institute support/General Operating Support | $25,000 | |
| Common Sense Media | ||||||||
| 650 Townsend Street Suite 375 | San Francisco | CA | 94103 | NONE | PC | Unrestricted Grant | $10,000 | |
| Community Boards | ||||||||
| 601 Van Ness Avenue Suite 2040 | San Francisco | CA | 94102 | NONE | PC | 2016 Annual Peacemakers Awards Luncheon | $1,000 | |
| Compass Community Services | ||||||||
| 995 Market Street 5th Floor | San Francisco | CA | 94103 | NONE | PC | Unrestricted Grant | $500 | |
| Congregation Beth Israel Carmel | ||||||||
| 5716 Carmel Valley Rd | Carmel | CA | 93923 | NONE | PC | Carmel Jewish Film Festival 2017 Support | $3,500 | |
| Congregation Emanu-El | ||||||||
| Two Lake Street | San Francisco | CA | 94118 | NONE | PC | Young Adult Education Program/Unrestricted | $100,000 | |
| Corporation of the Fine Arts Museums | ||||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | NONE | PC | Read My Pins: The Madeleine Albright Collection | $15,000 | |
| Education Outside | ||||||||
| 135 Van Ness Avenue Room 408 | San Francisco | CA | 94102 | NONE | PC | Unrestricted Grant | $2,500 | |
| Enormous Changes Inc dba The Little School | ||||||||
| 1520 Lyon Street | San Francisco | CA | 94115 | NONE | PC | Leadership Campaign | $40,000 | |
| Exploratorium | ||||||||
| Pier 17 Suite 100 | San Francisco | CA | 94111 | NONE | PC | Unrestricted Grant | $5,000 | |
| Family House Inc | ||||||||
| 540 Mission Bay Blvd North | San Francisco | CA | 94122 | NONE | PC | Capital Campaign and Food Program | $25,000 | |
| First Graduate | ||||||||
| 3130 Twentieth Street Suite 275 | San Francisco | CA | 94110 | NONE | PC | Cap & Gown 2016 | $10,000 | |
| Foundation for Jewish Camp Inc | ||||||||
| 253 West 35th Street 4th Floor | New York | NY | 10001 | NONE | PC | Unrestricted Grant | $25,000 | |
| Friends of the Jewish Community of St Petersburg | ||||||||
| 1491 Union Street | Brooklyn | NY | 11213 | NONE | PC | Choral Synagogue | $25,000 | |
| Friends of the San Francisco Public Library | ||||||||
| 710 Van Ness Avenue | San Francisco | CA | 94102 | NONE | PC | 2016 Library Laureates Gala Reception | $2,500 | |
| Futures Without Violence | ||||||||
| 100 Montgomery Street The Presidio | San Francisco | CA | 94129 | NONE | PC | Defending Childhood Initiative | $100,000 | |
| Global Citizen Year | ||||||||
| 1625 Clay Street Suite 400 | Oakland | CA | 94612 | NONE | PC | General Operating Support | $125,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| Building 201 Fort Mason | San Francisco | CA | 94123 | NONE | PC | William Kent Society 2016 | $1,000 | |
| Hamilton Families | ||||||||
| 1631 Hayes Street | San Francisco | CA | 94117 | NONE | PC | Unrestricted Grant | $5,000 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | NONE | PC | Unrestricted Grant | $2,500 | |
| HighScope Educational Research Foundation | ||||||||
| 600 North River Street | Ypsilanti | MI | 48198 | NONE | PC | Oral History Project | $10,000 | |
| Homeless Prenatal Program Inc | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | NONE | PC | General Operating Support | $5,000 | |
| Homeless Prenatal Program Inc | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | NONE | PC | Unrestricted Grant | $1,000 | |
| Homeless Prenatal Program Inc | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | NONE | PC | Unrestricted Grant | $5,000 | |
| Honeymoon Israel Foundation Inc | ||||||||
| 6070 Whitegate Crossing | East Amherst | NY | 14051 | NONE | PC | Bay Area program | $25,000 | |
| Hope for Heroism DBA Brothers for Life | ||||||||
| 270 South Hanford Street Suite 207 | Seattle | WA | 98134 | NONE | PC | General Operating Support 2016 | $25,000 | |
| Horizons Foundation | ||||||||
| 550 Montgomery Street Suite 700 | San Francisco | CA | 94111 | NONE | PC | Now and Forever Campaign | $5,000 | |
| Huckleberry Youth Programs Inc | ||||||||
| 3310 Geary Boulevard | San Francisco | CA | 94118 | NONE | PC | Unrestricted Grant | $2,500 | |
| Illuminate the Arts | ||||||||
| 810 5th Avenue Suite 200 | San Rafael | CA | 94901 | NONE | PC | Illuminate the Arts 2016/General Operating Support 2016 | $226,500 | |
| Illuminate the Arts | ||||||||
| 810 5th Avenue Suite 200 | San Rafael | CA | 94901 | NONE | PC | Lightrail Project | $250,000 | |
| International Medical Corps | ||||||||
| 1919 Santa Monica Blvd Suite 400 | Santa Monica | CA | 90404 | NONE | PC | Unrestricted Grant | $5,000 | |
| J the Jewish News of Northern California | ||||||||
| 225 Bush Street 480 | San Francisco | CA | 94104 | NONE | PC | Unrestricted Grant | $10,000 | |
| Jewish Community Center of San Francisco | ||||||||
| 3200 California Street | San Francisco | CA | 94118 | NONE | PC | Unrestricted Grant | $25,000 | |
| Jewish Community Center of San Francisco | ||||||||
| 3200 California Street | San Francisco | CA | 94118 | NONE | PC | General Operating Support | $100,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Community Portrait/Study | $25,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Daniel Levine Cook Scholarship Fund | $5,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | CEO Transition Fund 2016 | $150,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Women's Fund 2016 Support; Women's fund 2016 Support | $50,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Memory Garden Fund | $7,500 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Donor Advised Fund | $10,000 | |
| Jewish Community High School of the Bay | ||||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | NONE | PC | 2016 JCHS Spring Celebration | $5,000 | |
| Jewish Community High School of the Bay | ||||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | NONE | PC | Scholarships for Hebrew Academy transfer students | $25,000 | |
| Jewish Community Relations Council | ||||||||
| 121 Steuart Street 301 | San Francisco | CA | 94105 | NONE | PC | BDS Strategy | $250,000 | |
| Jewish Community Relations Council | ||||||||
| 121 Steuart Street 301 | San Francisco | CA | 94105 | NONE | PC | 2016 Behind the Scenes Gala | $25,000 | |
| Jewish Community Relations Council | ||||||||
| 121 Steuart Street 301 | San Francisco | CA | 94105 | NONE | PC | Support for Annual Gala & Israel Advocacy Trips | $300,000 | |
| Jewish Family and Children's Services | ||||||||
| PO Box 159004 | San Francisco | CA | 94115 | NONE | PC | 2016 Most needed services | $18,000 | |
| Jewish Family and Children's Services | ||||||||
| PO Box 159004 | San Francisco | CA | 94115 | NONE | PC | Parent's Place Program | $133,333 | |
| Jewish Film Institute | ||||||||
| 145 9th Street | San Francisco | CA | 94103 | NONE | PC | JFI On Demand | $33,333 | |
| Jewish Funders Network | ||||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | NONE | PC | Unrestricted Grant | $10,000 | |
| Jewish Home and Senior Living Foundation | ||||||||
| 302 Silver Avenue | San Francisco | CA | 94112 | NONE | PC | Capital Campaign | $150,000 | |
| Jewish Vocational & Career Counseling Service | ||||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | NONE | PC | 2016 Strictly Business Awards Luncheon | $25,000 | |
| Jewish Vocational & Career Counseling Service | ||||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | NONE | PC | General Operating Support | $20,000 | |
| Larkin Street Youth Services | ||||||||
| 134 Golden Gate Avenue | San Francisco | CA | 94109 | NONE | PC | 2016 Annual Paving the Way Gala | $2,500 | |
| Lingshu Institute | ||||||||
| 1012 Torney Avenue Suite 107 | San Francisco | CA | 94129 | NONE | PC | General Operating Support 2016 | $25,000 | |
| Memorial Sloan Kettering Cancer Center | ||||||||
| 1275 York Avenue | New York | NY | 10065 | NONE | PC | Unrestricted Grant | $1,000 | |
| Menlo College | ||||||||
| 1000 El Camino Real | Atherton | CA | 94027 | NONE | PC | 2017 Annual Fund | $25,000 | |
| Mindful Schools | ||||||||
| 1260 45th Street Suite B | Emeryville | CA | 94608 | NONE | PC | General Operating Support 2016 | $50,000 | |
| Mindfulness Without Borders | ||||||||
| 17 Tara Hill Road | Tiburon | CA | 94920 | NONE | PC | Unrestricted Grant | $5,000 | |
| Museum of Modern Art | ||||||||
| 11 West 53 Street | New York | NY | 10019 | NONE | PC | Unrestricted Grant | $15,000 | |
| Naral Pro-Choice America Foundation | ||||||||
| 335 S Van Ness Avenue | San Francisco | CA | 94103 | NONE | PC | 22nd Power of Choice Luncheon 2017 | $2,500 | |
| New Seed Foundation | ||||||||
| PO Box 61186 | Palo Alto | CA | 94306 | NONE | PC | Unrestricted Grant | $2,500 | |
| North Beach Citizens | ||||||||
| 1034 Kearny Street | San Francisco | CA | 94133 | NONE | PC | 15th Annual Spring Dinner | $1,500 | |
| Northern California Grantmakers | ||||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | NONE | PC | Foundation Membership 2016 | $10,000 | |
| Oberlin Dance Collective Theater | ||||||||
| 351 Shotwell Street | San Francisco | CA | 94110 | NONE | PC | Unrestricted Grant | $10,000 | |
| Oberlin Dance Collective Theater | ||||||||
| 351 Shotwell Street | San Francisco | CA | 94110 | NONE | PC | Bids For Kids | $5,000 | |
| PEF Israel Endowment Funds Inc | ||||||||
| 630 Third Avenue Suite 1501 | New York | NY | 10017 | NONE | PC | Kolot General Operating Support 2016/ General Operating Support 2016 | $15,000 | |
| Peer Health Exchange | ||||||||
| 70 Gold Street | San Francisco | CA | 94133 | NONE | PC | Unrestricted Grant | $200,000 | |
| Pepperwood Preserve | ||||||||
| 2130 Pepperwood Preserve Road | Santa Rosa | CA | 95404 | NONE | PC | Unrestricted Grant | $2,500 | |
| Planned Parenthood Federation of America | ||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | NONE | PC | Unrestricted Grant | $25,000 | |
| Pro Publica Inc | ||||||||
| 155 Avenue of the Americas 13th Fl | New York | NY | 10013 | NONE | PC | Unrestricted Grant | $15,000 | |
| Reading Partners | ||||||||
| 180 Grand Ave Suite 800 | Oakland | CA | 94612 | NONE | PC | General Operating Support 2016 | $50,000 | |
| San Francisco Arts Education Project | ||||||||
| 135 Van Ness Avenue | San Francisco | CA | 94102 | NONE | PC | General Support in honor of Dr. Linda Bryant | $2,500 | |
| San Francisco Child Abuse Prevention Center | ||||||||
| 1757 Waller Street | San Francisco | CA | 94117 | NONE | PC | General Operating Support | $100,000 | |
| San Francisco Film Society | ||||||||
| 39 Mesa Street Suite 110 | San Francisco | CA | 94129 | NONE | PC | 60th Year Celebration | $25,000 | |
| San Francisco Free Clinic | ||||||||
| 4900 California Street | San Francisco | CA | 94118 | NONE | PC | 2016 Annual Luncheon | $2,500 | |
| San Francisco General Hospital Foundation | ||||||||
| 2789 25th Street Suite 2028 | San Francisco | CA | 94110 | NONE | PC | To rebuild project's Pediatric Ward and the 4 Pediatric beds in the Emergency Department | $1,000,000 | |
| San Francisco General Hospital Foundation | ||||||||
| 2789 25th Street Suite 2028 | San Francisco | CA | 94110 | NONE | PC | 2016 Heroes and Hearts luncheon | $10,000 | |
| San Francisco Jazz Organization | ||||||||
| 201 Franklin Street | San Francisco | CA | 94102 | NONE | PC | 2016 Annual Fund | $5,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | NONE | PC | Access Study/Center for Photography/Education Fund/Center Fund/Exhibition Fund | $2,500,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | NONE | PC | Unrestricted Grant | $25,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | NONE | PC | Unrestricted Grant | $62,000 | |
| San Francisco Parks Alliance | ||||||||
| 1663 Mission Street Suite 320 | San Francisco | CA | 94103 | NONE | PC | Let's Play SF Initiative | $250,000 | |
| San Francisco Symphony | ||||||||
| Davies Symphony Hall | San Francisco | CA | 94102 | NONE | PC | 2016 Opening Night Gala | $15,000 | |
| San Francisco Symphony | ||||||||
| Davies Symphony Hall | San Francisco | CA | 94102 | NONE | PC | 2016-17 Annual Fund | $10,000 | |
| Shalom Bayit - Tides Center | ||||||||
| PO Box 10102 | Oakland | CA | 94610 | NONE | PC | Creating Hope 2016 | $1,000 | |
| Shalom Bayit - Tides Center | ||||||||
| PO Box 10102 | Oakland | CA | 94610 | NONE | PC | 2016 Annual Fund | $2,500 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | NONE | PC | Unrestricted Grant | $25,000 | |
| Special Olympics Chicago | ||||||||
| 541 N Fairbanks Court | Chicago | IL | 60611 | NONE | PC | Polar Plunge 2016 | $500 | |
| Stern Grove Festival Association | ||||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | NONE | PC | 2016 Annual Founders Council Fund | $10,000 | |
| Sweetwater Spectrum | ||||||||
| 369 Fifth Street West | Sonoma | CA | 95476 | NONE | PC | Life with Purpose Celebration 2016 In honor of Carolyn Klebanoff | $5,000 | |
| Tenderloin Neighborhood Development Corporation | ||||||||
| 201 Eddy Street | San Francisco | CA | 94102 | NONE | PC | 2016 Celebrity Pool Toss | $2,500 | |
| The Representation Project | ||||||||
| 30 Sir Francis Drake Boulevard | Ross | CA | 94957 | NONE | PC | 5th Anniversary Benefit | $5,000 | |
| The Representation Project | ||||||||
| 30 Sir Francis Drake Boulevard | Ross | CA | 94957 | NONE | PC | General Operating Support | $25,000 | |
| The V Foundation | ||||||||
| 14600 Weston Parkway Circle | Cary | NC | 27513 | NONE | PC | Buster and Kristen Posey Pediatric Cancer Research Award | $5,000 | |
| Tipping Point Community | ||||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | NONE | PC | TWorks Homeless Initiative | $416,875 | |
| Tipping Point Community | ||||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | NONE | PC | TWorks Homeless Initiative Scattered Site Housing Investment | $400,000 | |
| Tipping Point Community | ||||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | NONE | PC | 10th Anniversary campaign | $500,000 | |
| Tipping Point Community | ||||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | NONE | PC | Policy Fund/Housing | $337,320 | |
| Turnaround for Children | ||||||||
| 25 West 45th Street 6th Floor | New York | NY | 10036 | NONE | PC | Unrestricted Grant | $50,000 | |
| United Friends of the Children | ||||||||
| 1055Wilshire Blvd Suite 1955 | Los Angeles | CA | 90017 | NONE | PC | 2016 Annual Stone Canyon Crawl | $5,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | PC | UCSF Center for Health Disparities | $500,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | PC | Pritzker Cardiology Research Fund | $50,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | PC | 2016 Support of implementation of PD ER at Mission Bay | $157,971 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | Public | Chancellor's Annual Fund 2016 | $25,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | PC | Child Trauma Center | $500,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | PC | Child Trauma Center | $515,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | PC | Distinguished Professorship in Child Psychiatry | $800,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | PC | Support of Dr. Mary De May | $25,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | PC | 2016 Osher Excellence Fund | $10,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | NONE | PC | Pritzker Integrative Medicine Fund | $116,666 | |
| University of Texas Foundation | ||||||||
| 1 University Station C2104 | Austin | TX | 78712 | NONE | PC | Unrestricted Grant | $500 | |
| University of Wisconsin Foundation | ||||||||
| 1848 University Avenue | Madison | WI | 53708 | NONE | PC | Center for Investigating Healthy Minds | $100,000 | |
| UpStart | ||||||||
| 560 Mission Street Suite 1365 | San Francisco | CA | 94105 | NONE | PC | Unrestricted Grant | $25,000 | |
| Urban Adamah | ||||||||
| 1050 Parker Street | Berkeley | CA | 94710 | NONE | PC | Capital Campaign | $33,333 | |
| Wisconsin Alumni Association | ||||||||
| 650 North Lake Street | Madison | WI | 53706 | NONE | PC | 2017 Founders Society; 2016 Founders Society | $500 | |
| Yale University | ||||||||
| Office of Development | New Haven | CT | 06510 | NONE | PC | Lens Media Laboratory Project | $1,000,000 | |
| Yale University | ||||||||
| Office of Development | New Haven | CT | 06510 | NONE | PC | 2017 Yale Parents Annual Fund | $2,500 | |
| Yale University | ||||||||
| Office of Development | New Haven | CT | 06510 | NONE | PC | 2016 Yale Parent's Annual Fund | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,444,664 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| All Chicago | |||||||
| 651 West Washington | Chicago | IL | 60661 | None | PC | Strand Theater Capital Campaign | $66,667 |
| American Conservatory Theatre Foundation | |||||||
| 30 Grant Ave Fl 7 | San Francisco | CA | 94108 | None | PC | Strand Theater Capital Campaign | $15,000 |
| Birthright Israel Foundation | |||||||
| 33 East 33rd Street | New York | NY | 10016 | None | PC | Multi year support of French and Ukranian participants on Birthright trips | $200,000 |
| California Institute of Integral Studies | |||||||
| 1453 Mission Street | San Francisco | CA | 94103 | None | PC | Scholarship funding for deserving underserved students | $30,000 |
| Center for Arts Education | |||||||
| 266 West 37th Street 9th Floor | New York | NY | 10018 | None | PC | Teaching & Learning Initiatives | $20,000 |
| Center for Youth Wellness | |||||||
| 3450 Third Street Building 2 Suit | San Francisco | CA | 94124 | None | PC | General Operating Support | $200,000 |
| Congregation Emanu-el | |||||||
| Two Lake Street | San Francisco | CA | 94118 | None | PC | Young Adult Education Program/Unrestricted | $200,000 |
| Family House | |||||||
| 540 Mission Bay Blvd North | San Francisco | CA | 94122 | None | PC | Capital Campaign and Food Program | $50,000 |
| Futures Without Violence | |||||||
| 100 Montgomery Street The Presidio | San Francisco | CA | 94129 | None | PC | Defending Childhood Initiative | $200,000 |
| Global Citizen of the Year | |||||||
| 1625 Clay Street Suite 400 | Oakland | CA | 94612 | None | PC | General Operating Support | $375,000 |
| Homeless Prenatal Program | |||||||
| 2500 18th Street | San Francisco | CA | 94110 | None | PC | General Operating Support | $15,000 |
| Honeymoon Israel Foundation Inc | |||||||
| 6070 Whitegate Crossing | East Amherst | NY | 14051 | None | PC | Bay Area program | $25,000 |
| Horizons Foundation | |||||||
| 550 Montgomery Street Suite 700 | San Francisco | CA | 94111 | None | PC | Now and Forever Campaign | $15,000 |
| J the Jewish News Weekly of Northern Cal | |||||||
| 225 Bush Street 480 | San Francisco | CA | 94104 | None | PC | Unrestricted Grant | $20,000 |
| Jewish Community Center | |||||||
| 3200 California Street | San Francisco | CA | 94118 | None | PC | General Operating Support | $200,000 |
| Jewish Community Relations Council | |||||||
| 121 Steuart Street 301 | San Francisco | CA | 94105 | None | PC | Support for Annual Gala &Israel Advocacy Trips | $600,000 |
| Jewish Family and Children's Services | |||||||
| PO Box 159004 | San Francisco | CA | 94115 | None | PC | Parent's Place Program | $266,667 |
| Jewish Film Institute | |||||||
| 145 9th Street | San Francisco | CA | 94103 | None | PC | JFI On Demand | $66,667 |
| Jewish Home of San Francisco | |||||||
| 302 Silver Avenue | San Francisco | CA | 94112 | None | PC | Capital Campaign | $600,000 |
| Mindful Schools | |||||||
| 1260 45th Street Suite B | Emeryville | CA | 94608 | None | PC | General Operating Support 2016 | $150,000 |
| New Seed Foundation | |||||||
| PO Box 61186 | Palo Alto | CA | 94306 | None | PC | Unrestricted Grant | $2,500 |
| PEF Israel Endowment Fund | |||||||
| 630 Third Avenue Suite 1501 | New York | NY | 10017 | None | PC | Kolot General Operating Support 2016/ General Operating Support 2016 | $45,000 |
| Peer Health Exchange | |||||||
| 70 Gold Street | San Francisco | CA | 94133 | None | PC | Unrestricted Grant | $800,000 |
| Reading Partners | |||||||
| 180 Grand Ave Suite 800 | Oakland | CA | 94612 | None | PC | General Operating Support 2016 | $150,000 |
| San Francisco Child Abuse Prevention Center | |||||||
| 1757 Waller Street | San Francisco | CA | 94117 | None | PC | General Operating Support | $200,000 |
| San Francisco General Hospital | |||||||
| 2789 25th Street Suite 2028 | San Francisco | CA | 94110 | None | PC | To rebuild project's Pediatric Ward and the 4 Pediatric beds in the Emergency Department | $1,000,000 |
| San Francisco MOMA | |||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | Access Study/Center for Photography/Education Fund/Center Fund/Exhibition Fund | $12,500,000 |
| San Francisco Parks Alliance | |||||||
| 1663 Mission Street Suite 320 | San Francisco | CA | 94103 | None | PC | Let's Play SF Initiative | $750,000 |
| The Representation Project | |||||||
| 30 Sir Francis Drake Boulevard | Ross | CA | 94957 | None | PC | General Operating Support | $25,000 |
| Tipping Point | |||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | None | PC | TWorks Homeless Initiative Scattered Site Housing investment | $800,000 |
| Tipping Point | |||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | None | PC | Operations | $1,546,000 |
| Tipping Point | |||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | None | PC | Government Accountability | $1,200,000 |
| Tipping Point | |||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | None | PC | Investment in Homelessness Work | $300,000 |
| Turnaround for Children | |||||||
| 25 West 45th Street 6th Floor | New York | NY | 10036 | None | PC | Unrestricted Grant | $50,000 |
| University of California San Francisco | |||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Support of Dr. Mary De May | $75,000 |
| University of California San Francisco | |||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Distinguished Professorship in Child Psychiatry | $3,200,000 |
| University of California San Francisco | |||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Child Trauma Center | $1,000,000 |
| University of California San Francisco | |||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | Public | Pritzker Integrative Medicine Fund | $233,334 |
| University of Wisconsin Foundation | |||||||
| 1848 University Avenue | Madison | WI | 53708 | None | PC | Center for Investigating Healthy Minds | $200,000 |
| Urban Adamah | |||||||
| 1050 Parker Street | Berkeley | CA | 94710 | None | PC | Capital Campaign | $66,667 |
| Yale University | |||||||
| Office of Development | New Haven | CT | 06510 | None | PC | 2016 Yale Parent's Annual Fund | $3,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,458,502 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,692 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $393,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,950 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP ORDINARY INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,536 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $432,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $432,785 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|
| SETTLEMENT T-915 | |||||
| 1 | 1st Flr Goodman Bay Corp Cntr W Ba | NASSAU | BF | $14,000,000 | Yes (X) |
| SETTLEMENT T-915 | |||||
| 2 | 1st Flr Goodman Bay Corp Cntr W Ba | NASSAU | BF | $18,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,025 | Amt |
| Net Investment Income | $17,512 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,110 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| STEPHEN DOBBS |
| CONSULTANT |
| AMY RABBINO |
| CONSULTANT |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2010-03-12 | $3,601 | $3,601 | SL | 6 | |
| COMPUTER EQUIPMENT | 2012-10-24 | $3,263 | $2,228 | SL | 6 | $544 |
| COMPUTER EQUIPMENT | 2013-01-11 | $1,803 | $1,083 | SL | 5 | $361 |
| COMPUTER EQUIPMENT | 2014-09-02 | $1,559 | $416 | SL | 5 | $312 |
| COMPUTER SOFTWARE | 2015-02-09 | $13,500 | $4,125 | SL | 3 | $4,500 |
| WEBSITE | 2015-05-01 | $36,155 | $8,034 | SL | 3 | $12,052 |
| BUILDING | 2009-07-29 | $11,282,335 | $1,868,501 | M39 | $289,279 | |
| LAND | 2009-07-29 | $4,835,286 | L |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY - CORPORATE BONDS | BondNm |
| EOY Book Value | $682,747 | EOYBookValueAmt |
| EOYFMV | $643,004 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FARALLON CAPITAL INSTL. PTNRS. | $334,724 | $323,916 |
| FCIP, LTD SPIN-OFF | $934 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $3,601 | $3,601 | |
| COMPUTER EQUIPMENT | $3,263 | $2,772 | $491 |
| COMPUTER EQUIPMENT | $1,803 | $1,444 | $359 |
| COMPUTER EQUIPMENT | $1,559 | $728 | $831 |
| COMPUTER SOFTWARE | $13,500 | $8,625 | $4,875 |
| WEBSITE | $36,155 | $20,086 | $16,069 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,958 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,958 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM PROPERTY MGMT COMPANY | $1,000 | $30,973 | $30,973 |
| DUE FROM NORTHERN TRUST | $6 | $460 | $460 |
| DIVIDEND RECEIVABLE | $2,095 | $2,094 | $2,094 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP PORTFOLIO EXPENSES | $1,911 | $1,911 | |
| OFFICE EXPENSES | $2,831 | $2,152 | |
| PAYROLL EXPENSES | $365 | $365 | |
| IT TECHNICAL SUPPORT | $2,465 | $12,763 | |
| RENT AND ROYALTY EXPENSES | $196,212 | ||
| INSURANCE | $2,957 | $2,962 | |
| BANK FEES | $321 | $321 | |
| Rent and Royalty Expense | $196,212 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FLOW-THRU FARALLON CAPITAL PTRS ORD INC | $6,877 | $6,877 |
| NORTHERN TRUST - CLASS ACTION DIST | $659 | $659 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTO LIABILITY | Desc |
| BOY Book Value | $36,899 | BOYBookValueAmt |
| EOY Book Value | $5,387 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | $184,805 | $197,217 | |
| MANAGEMENT FEE | $966 | $966 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY OF STATE-ILLINOIS | $15 | $15 | |
| SECRETARY OF STATE-CALIFORNIA | $35 | $35 | |
| FOREIGN TAXES - PARTNERSHIPS | $13 | $13 | |
| PAYROLL TAXES | $31,018 | $31,018 | |
| CALIFORNIA TAXES | $10 | $10 |
Comments