EXCELERATE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EXCELERATE FOUNDATION INC (EIN 52-1772345)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-01-30
- IRS object ID
- 201720309349100402
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-30T12:07:57-08:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nicholson & Olson CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 729 Sunrise Avenue Suite 303 | AddressLine1Txt |
| City | Roseville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521772345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELERATE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXCE | BusinessNameControlTxt |
| Phone | 9169322030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARKSHORE DRIVE | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN ALEX SLOAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles A Nicholson | PreparerPersonNm |
| PTIN | P00410549 | PTIN |
| Phone | 9167867997 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,834,596 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $300,319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $300,319 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$73,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,968,330 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $48,503 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $275,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,319 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $157,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $157,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $423 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $423 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,041 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $17,041 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,915 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,010 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,905 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $195 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,916 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,916 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,356 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $249,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,066 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $187,585 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $325,417 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $325,417 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $575,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,066 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $513,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$300,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,253 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,543 | CashBOYAmt |
| Cash EOY | $55,126 | CashEOYAmt |
| Cash EOYFMV | $55,126 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $338,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $329,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $329,107 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $17,670 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $326,884 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $190,709 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $190,709 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,315,152 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $1,328,134 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,179,296 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,179,296 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $343,330 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,080,358 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,080,358 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,730,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,834,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,834,596 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,580 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $912 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,580 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $912 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,728,388 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,833,684 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,728,388 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,833,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,730,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,834,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,728,388 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$300,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $405,375 | OtherIncreasesAmt |
| Subtotal | $8,833,684 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,833,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS - 32047 | P | 2016-01-01 | 2016-01-01 | $70,632 | $72,067 | -$1,435 | -$1,435 |
| UBS - 32047 | P | 2000-01-01 | 2016-01-01 | $1,814,196 | $1,882,425 | -$68,229 | -$68,229 |
| UBS - 32048 | P | 2016-01-01 | 2016-01-01 | $24,476 | $23,873 | $603 | $603 |
| UBS - 32048 | P | 2000-01-01 | 2015-01-01 | $194,950 | $191,689 | $3,261 | $3,261 |
| UBS - 09243 | P | 2016-01-01 | 2016-01-01 | $1,474,873 | $1,483,223 | -$8,350 | -$8,350 |
| UBS - 09243 | P | 2000-01-01 | 2016-01-01 | $308,474 | $291,954 | $16,520 | $16,520 |
| UBS- 09241 | P | 2016-01-01 | 2016-01-01 | $510,443 | $501,380 | $9,063 | $9,063 |
| UBS- 09241 | P | 2000-01-01 | 2016-01-01 | $258,166 | $260,891 | -$2,725 | -$2,725 |
| UBS - 09251 | P | 2016-01-01 | 2016-01-01 | $113,083 | $112,959 | $124 | $124 |
| UBS - 09251 | P | 2000-01-01 | 2016-01-01 | $199,037 | $221,507 | -$22,470 | -$22,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$73,638 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $502,768 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,274,332 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05421 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $306,207 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,520,394 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03216 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $470,803 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,042,354 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04688 | DistributionYr3Rt |
| Total Distribution | 0.133256 | TotalDistributionRt |
| Average Distribution | 0.044419 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,651,038 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $384,270 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,383 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $386,653 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $513,002 | 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 | $2,383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,383 | SubtotalAmt |
| Tax Based On Investment Income | $2,383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,269 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,269 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,886 | OverpaymentAmt |
| Applied To ES Tax | $11,886 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | excelerate-foundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYD & ASSOCIATES PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9169322030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 PARKSHORE DRIVE SUITE 100 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| JONATHAN ALEX SLOAN | ||||||
| 101 PARKSHORE DRIVE | FOLSOM | CA | 95630 | President | 10.00 | $59,000 |
| ERNEST LEWIS | ||||||
| 101 PARKSHORE DRIVE | FOLSOM | CA | 95630 | Secretary | 6.00 | $49,000 |
| EDWARD DADAKIS | ||||||
| 101 PARKSHORE DRIVE | FOLSOM | CA | 95630 | Treasurer | 6.00 | $49,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,390,766 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $392,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,782,780 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,782,780 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,651,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $432,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $432,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,383 | TotalTaxAmt |
| Distributable Before Adj | $430,169 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $430,169 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $430,169 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $513,002 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $513,002 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,383 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $510,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $430,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $131,304 | UndistributedIncomePYAmt |
| Qualifying Distributions | $513,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $131,304 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $381,698 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $48,471 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDSLifeCycle | |||||||
| PO Box 6000 | San Francisco | CA | 94160 | n/a | 501(c)(3) | Supporting individual riders in the San Francisco to Los Angeles bike ride. | $25,500 |
| Grass Roots Gay Rights West | |||||||
| 584 Castro St 495 | San Francisco | CA | 94114 | n/a | 501(c)(3) | General support of organization's fundraising activities and support of community activities. | $10,000 |
| Openhouse | |||||||
| 1800 Market St PMB93 | San Francisco | CA | 94102 | n/a | 501(c)(3) | Assist in organization purpose of providing services and housing support to senior LGBT San Francisco. | $10,000 |
| San Francisco Aids Foundation | |||||||
| 1035 Market St Ste 4 | San Francisco | CA | 94103 | n/a | 501(c)(3) | Supporting capital campaign for the new SF Aids Foundation Center for health and wellness. | $42,500 |
| Transportation Association of Green | |||||||
| 13 Riverside Avenue | Riverside | CT | 06878 | n/a | 501(c)(3) | Partial support for the purchase of a new bus. | $8,000 |
| UC Davis Foundation | |||||||
| 1460 Drew Ave Ste 100 | Davis | CA | 95616 | n/a | 501(c)(3) | Funding for leadership prize for staff. | $104,917 |
| East Harlem Tutorial | |||||||
| 2050 2nd Ave | New York | NY | 10029 | n/a | 501(c)(3) | General operation funds for the program impacting at-risk youth. | $15,000 |
| Greenwich Point Conservancy | |||||||
| PO Box 377 | Old Greenwich | CT | 06870 | n/a | 501(c)(3) | General program support for organization that focuses on historic preservation in town. | $10,000 |
| Greenwhich Town Party | |||||||
| 157 Church Street 19th Floor | New Haven | CT | 06510 | n/a | 501(c)(3) | General program support for group that build community and town unification. | $10,000 |
| Bottom Line | |||||||
| 500 Amory St Ste 3 | Jamaica Plain | MA | 02130 | n/a | 501(c)(3) | General program support for organization that provides student mentoring to help low-income and first-generation students stay in college and complete their degrees. | $2,500 |
| Communinity Centers Inc | |||||||
| 61 E Putnam Ave | Greenwich | CT | 06830 | n/a | 501(c)(3) | To help fund their summer program which seeks to support children in grades 2-12 who predominately live in local housing projects. | $20,000 |
| GLBT Historical Society | |||||||
| 657 Mission St Ste 300 | San Francisco | CA | 94105 | n/a | 501(c)(3) | Support of short term need to cover part of costs to move the Society's collection to a new space for organization that preserves critical archives for the LGBT movement. | $5,000 |
| Greenwich American Legion Post 29 | |||||||
| 248 Glenville Road | Greenwich | CT | 06831 | n/a | 501(c)(3) | Exclusively to support the Boyd and Girls State Program, coving registration and housing expenses for the attendees of the event. | $10,000 |
| Greenwich Parks Recreation Founatio | |||||||
| 101 Field Point Rd | Greenwich | CT | 06830 | n/a | 501(c)(3) | Support for annual flag raising of the American Flag on July 4th in the town of Greenwich. | $2,000 |
| Horizons Foundation | |||||||
| 550 Montgomery St Ste 700 | San Francisco | CA | 94111 | n/a | 501(c)(3) | Support of the organizations $3.5 million five-year "Now and Forever Campaign" which seeks to bolster the organization's capacity to strengthen its fundraising and grantmaking work. | $20,000 |
| Huckleberry Youth Programs | |||||||
| 3310 Geary Blvd | San Francisco | CA | 94118 | n/a | 501(c)(3) | General program support of the organization whose purpose is counseling, referral and shelter services for at risk and trafficked youth in SF and Marin counties. | $10,000 |
| Light in the Grove | |||||||
| PO Box 2270 | San Francisco | CA | 94118 | n/a | 501(c)(3) | Sponsorship of the annual Light in the Grove fundraising event for organization that provides, in perpetuity, a place of remembrance so that the lives of people who died from AIDS are not forgotten and the story is known by future generations. | $5,000 |
| The Trevor Project | |||||||
| 8704 Santa Monica Blvd Ste 200 | West Hollywood | CA | 90069 | n/a | 501(c)(3) | Sponsorship of fundraiser for organization that provides crisis services to LGBT youth | $10,000 |
| SF LGBT Center | |||||||
| 1800 Market St | San Francisco | CA | 94102 | n/a | 501(c)(3) | Fundraiser event sponsorship for organization whose charter is to connect LGBT community to opportunities, resources and each other to achieve our vision of a stronger, healthier, and more equitable world for LGBT people. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $325,417 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $300,319 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$73,638 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT RECOVERY | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $48,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $275,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,184 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $17,041 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,041 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,179,296 | EOYBookValueAmt |
| EOYFMV | $1,179,296 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $190,709 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $190,709 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASSET BACKED SECURITIES | AT COST | $378,286 | $378,286 |
| MUTUAL FUNDS-EQUITES | AT COST | $3,933,325 | $3,933,325 |
| MUTUAL FUNDS-BONDS | AT COST | $1,569,732 | $1,569,732 |
| MUTUAL FUNDS-NON-TRADITINAL | AT COST | $1,199,015 | $1,199,015 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $423 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $423 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $56 | $56 | |
| GRANTMAKING EXPENSE | $346 | $346 | |
| INFORMATION TECHNOLOGY | $78 | $78 | |
| INSURANCE | $4,654 | $4,654 | |
| OFFICE EXPENSE | $222 | $222 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT RECOVERY | Desc |
| Revenue And Expenses Per Books | $48,503 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT ADMINISTRATION | $1,905 | $0 | $0 | $1,905 |
| INVESTMENT FEES | $62,010 | $62,010 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CA TAXES | CategoryTxt |
| Amt | $195 | Amt |
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