BETA

BAKER STREET FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BAKER STREET FOUNDATION (EIN 94-3192365)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201723189349101282
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T13:15:46-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264677183PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DZH PHILLIPS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1135 MAIN STREET 9TH FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941051815ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943192365EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BAKER STREET FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBAKEBusinessNameControlTxt
Phone4153562012PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1135 MAIN STREET NO 1140AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROY BUKSTEINPersonNm
Person TitleCFOPersonTitleTxt
Phone4153562012PhoneNum
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonH KIMBERLY ZYDELPreparerPersonNm
PTINP00013754PTIN
Phone4157812500PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.6.48.101IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-14IPDt
IP Tm10:25:45IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6BD6E1AAC638E6F473A023E6DFA58B26CD794D95AtSubmissionCreationDeviceId
At Submission Filing Device Id890CD7F0305DA0E03385188CDD26F88C2B3BD502AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$85,740,133FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$487,438ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$740,983DividendsRevAndExpnssAmt
Dividends Net Invst Incm$740,983DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,932,786NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,329,749GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,932,786CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$25OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$25OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,161,232TotalRevAndExpnssAmt
Total Net Invst Incm$4,673,794TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$61,251AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$30,626AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$30,625AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$254,240OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$254,240OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$145,160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$9,796TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$9,796TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,128OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,128OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$473,575TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$284,866TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$43,549TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,553,588ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,553,588ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,027,163TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$284,866TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,597,137TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$134,069ExcessRevenueOverExpensesAmt
Net Investment Income$4,388,928NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$238,186SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$770,085SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$770,085SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$317,508PrepaidExpensesBOYAmt
Prepaid Expenses EOY$385,562PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$385,562PrepaidExpensesEOYFMVAmt
Other Investments BOY$83,865,523OtherInvestmentsBOYAmt
Other Investments EOY$84,584,486OtherInvestmentsEOYAmt
Other Investments EOYFMV$84,584,486OtherInvestmentsEOYFMVAmt
Total Assets BOY$84,421,217TotalAssetsBOYAmt
Total Assets EOY$85,740,133TotalAssetsEOYAmt
Total Assets EOYFMV$85,740,133TotalAssetsEOYFMVAmt
Accounts Payable BOY$11,061AccountsPayableBOYAmt
Accounts Payable EOY$16,449AccountsPayableEOYAmt
Grants Payable BOY$2,390,002GrantsPayableBOYAmt
Grants Payable EOY$1,418,590GrantsPayableEOYAmt
Other Liabilities BOY$304,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$458,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,705,063TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,893,039TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$81,716,154UnrestrictedBOYAmt
Unrestricted EOY$83,847,094UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$81,716,154TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$83,847,094TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$84,421,217TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$85,740,133TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$81,716,154TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$134,069ExcessRevenueOverExpensesAmt
Other Increases$5,743,377OtherIncreasesAmt
Subtotal$87,593,600SubtotalAmt
Other Decreases$3,746,506OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$83,847,094TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$3,739,476$190,000$3,549,476$3,549,476
PUBLICLY TRADED SECURITIES$503,356$25,000$478,356$478,356
HEDGE FUNDS$181,963-$181,963-$181,963P
CAPITAL GAINS DIVIDENDS$86,917$86,917$86,917P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,932,786CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,741,447AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$84,842,914NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.067671DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,638,447AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$85,044,277NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042783DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,529,272AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$77,909,076NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070971DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,100,219AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$70,549,546NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.072293DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,260,848AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$72,241,979NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.072823DistributionYr5Rt
Total Distribution0.326541TotalDistributionRt
Average Distribution0.065308AverageDistributionRt
Net Vl Noncharitable Assets$83,351,226NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,443,502AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$43,889NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,487,391AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,597,137QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$87,779InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$87,779SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$87,779TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$395,000EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$50,000AppliedToEsTaxAmt
Total Payments And Credits$445,000TotalPaymentsAndCreditsAmt
Overpayment$357,221OverpaymentAmt
Applied To ES Tax$150,000AppliedToESTaxAmt
Refund$207,221RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROY BUKSTEINIndividualWithBooksNm
Phone4153562012PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1135 MAIN STREET 1140AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY M MINER
135 MAIN STREETSAN FRANCISCOCA94105PRESIDENT/DIRECTOR2.00$0$0$0
HELEN SEDWICK
135 MAIN STREETSAN FRANCISCOCA94105SECRETARY/DIRECTOR1.00$0$0$0
ROY BUKSTEIN
135 MAIN STREETSAN FRANCISCOCA94105CFO/DIRECTOR4.00$0$0$0
NICOLA MINER
135 MAIN STREETSAN FRANCISCOCA94105DIRECTOR1.00$0$0$0
LUKE MINER
135 MAIN STREETSAN FRANCISCOCA94105DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
OFFIT HALL CAPITAL MANAGEMENT LLC
ONE MARITIME PLAZA 5TH FLOORSAN FRANCISCOCA94111INVESTMENT ADVISORY$162,198
MMM MANAGEMENT INC
135 MAIN STREET 1140SAN FRANCISCOCA94105MANAGEMENT$72,000
BLACKROCK
400 HOWARD STREETSAN FRANCISCOCA94105INVESTMENT ADVISORY$20,044
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$83,123,655AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,496,879AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$84,620,534TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$84,620,534AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,269,308CashDeemedCharitableAmt
Net Vl Noncharitable Assets$83,351,226NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,167,561MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,167,561MinimumInvestmentReturnAmt
Tax Based On Investment Income$87,779TaxBasedOnInvestmentIncomeAmt
Total Tax$87,779TotalTaxAmt
Distributable Before Adj$4,079,782DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,079,782DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,079,782DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,597,137ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,597,137QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,597,137AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,079,782DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,819,025ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,694,356ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,782,256ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,551,209ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,846,846TotalExcessDistributionCyovAmt
Qualifying Distributions$4,597,137QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,079,782AppliedToCurrentYearAmt
Remaining Distri From Corpus$517,355RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,364,201TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,819,025ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,545,176ExcessDistriCyovToNextYrAmt
Excess From Year4$1,694,356ExcessFromYear4Amt
Excess From Year3$1,782,256ExcessFromYear3Amt
Excess From Year1$1,551,209ExcessFromYear1Amt
Excess From Current Year$517,355ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY M MINERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
826 VALENCIA
826 VALENCIA STREETSAN FRANCISCOCA94110NONEPCOPERATING EXPENSES$30,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVENUE FLOOR 17CHICAGOIL60601NONEPCINTERNATIONAL RESEARCH PROGRAM AND PUBLIC AWARENESS PROGRAM$100,000
ASIAN ART MUSEUM
200 LARKIN STREETSAN FRANCISCOCA94102NONEPCCONTEMPORARY EXHIBITS$50,000
ATHLETIC SCHOLARS ADVANCEMENT PROGRAM
3750 - 18TH STREETSAN FRANCISCOCA94114NONEPCOPERATING EXPENSES$15,000
BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROADSAUSALITOCA94965NONEPCOPERATING EXPENSES$50,000
BEING ADEPT
16 TREETOP WAYKENTFIELDCA94904NONEPCOPERATING EXPENSES$30,000
CAL PERFORMANCES
101 ZELLERBACH HALL 4800BERKELEYCA94720NONEPCOPERATING EXPENSES$25,000
CALIFORNIA ACADEMY OF SCIENCE
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA94118NONEPCTEACHER'S EDUCATION PROGRAM$100,000
CAMP SUNBURST
PO BOX 7771SANTA ROSACA95407NONEPCOPERATING EXPENSES$40,000
CASA
2535 MISSION STREETSAN FRANCISCOCA94110NONEPCOPERATING EXPENSES$25,000
CHILDREN'S CREATIVITY MUSEUM
221 FOURTH STREETSAN FRANCISCOCA94103NONEPCOPERATING EXPENSES$10,000
CONSERVATORY OF FLOWERS
100 JOHN F KENNEDY DRSAN FRANCISCOCA94118NONEPCOPERATING EXPENSES$25,000
CREATIVE GROWTH
355 24TH STREETOAKLANDCA94612NONEPCOPERATING EXPENSES$5,000
EXPLORATORIUM
PIER 15SAN FRANCISCOCA94111NONEPCOPERATING EXPENSES$75,000
FIRST TEE CLUB
425 SOUTH LEGACY TRAILST AUGUSTINEFL32092NONEPCOPERATING EXPENSES$5,000
FRENCH AMERICAN INTERNATIONAL SCHOOL
150 OAK STREETSAN FRANCISCOCA94102NONEPCOPERATING EXPENSES$50,000
GERMAN SCHOOL OF SAN FRANCISCO
PO BOX 29132SAN FRANCISCOCA94129NONEPCOPERATING EXPENSES$25,000
GIRLS INC
120 WALL STREETNEW YORKNY10005NONEPCOPERATING EXPENSES AND SAN FRANCISCO PROGRAMMING$40,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
FORT MASON BUILDING 201SAN FRANCISCOCA94123NONEPCOPERATING EXPENSES$50,000
KIPP
135 MAIN STREET SUITE 1700SAN FRANCISCOCA94105NONEPCOPERATING EXPENSES$25,000
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110NONEPCCAMPAIGN 21-ENDOWMENT FOR THE ARTS; OPERATING EXPENSES; ARTS PROGRAMMING AND DEVELOPMENT$125,000
KRATZ MD JOHANNES R
UCSF SCHOOL OF MEDICINE 500SAN FRANCISCOCA94143NONEIUNDERWRITE THORACIC SURGERY CLINICAL FELLOWSHIP$30,000PARNASSUS AVENUE MU
LAST MILE
717 MARKET ST SUITE 100SAN FRANCISCOCA94103NONEPCOPERATING EXPENSES$30,000
MAGIC THEATRE
2 MARINA BOULEVARD BUILDING D 2NDSAN FRANCISCOCA94123NONEPCOPERATING EXPENSES$50,000FLOOR
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065NONEPCOPERATING EXPENSES$100,000
MILLS COLLEGE
5000 MACARTHUR BLVDOAKLANDCA94613NONEPCENGLISH DEPARTMENT$400,000
MUSEUM OF PERFORMANCE AND DESIGN
893B FOLSOM STREETSAN FRANCISCOCA94107NONEPCOPERATING EXPENSES$30,000
NATIONAL ORGANIZATION FOR WOMEN
1100 H STREET NW SUITE 300WASHINGTONDC20005NONEPCOPERATING EXPENSES$5,000
NATIONAL OSTEOPOROSIS FOUNDATION
251 18TH STREET S SUITE 630ARLINGTONVA22202NONEPCOPERATING EXPENSES$5,000
NEW CONSERVATORY THEATRE
25 VAN NESS AVENUESAN FRANCISCOCA94102NONEPCOPERATING EXPENSES$20,000
ODCDANCE
351 SHOTWELL STREETSAN FRANCISCOCA94110NONEPCOPERATING EXPENSES$25,000
PLANNED PARENTHOOD
75 PIEDMONT AVENUE SUITE 800ATLANTAGA30303NONEPCOPERATING EXPENSES$20,000
POLLINATOR PARTNERSHIP
423 WASHINGTON STREET 5TH FLOORSAN FRANCISCOCA94111NONEPCOPERATING EXPENSES$10,000
PROJECT OPEN HAND-SAN FRANCISCO
730 POLK STREETSAN FRANCISCOCA94109NONEPCOPERATING EXPENSES$60,000
RANDALL MUSEUM
745 TREAT AVESAN FRANCISCOCA94110NONEPCOPERATING EXPENSES$20,000
RONALD MCDONALD HOUSE
1640 SCOTT STREETSAN FRANCISCOCA94115NONEPCOPERATING EXPENSES$15,000
SAN FRANCISCO BALLET
301 VAN NESS AVENUESAN FRANCISCOCA94102NONEPCTO IMPROVE PERFORMANCES$1,000,000
SAN FRANCISCO CHILD ABUSE PREVENTION
1757 WALLER STREETSAN FRANCISCOCA94117NONEPCOPERATING EXPENSES AND CAPITAL$40,000
SAN FRANCISCO CHRONICLE SEASON OF SHARING
PO BOX 44740SAN FRANCISCOCA94144NONEPCOPERATING EXPENSES$150,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107NONEPCOPERATING EXPENSES$200,000
SAN FRANCISCO FREE CLINIC
4900 CALIFORNIA STREETSAN FRANCISCOCA94118NONEPCOPERATING EXPENSES$50,000
SAN FRANCISCO FRIENDS OF CHAMBER MUSIC
135 MAIN STREET SUITE 1140SAN FRANCISCOCA94105NONEPCOPERATING EXPENSES AND ENSEMBLE-IN-RESIDENCE PROGRAM$30,000
SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
PO BOX 410836SAN FRANCISCOCA94141NONEPCCITYWIDE FORENSIC$30,000
SAN FRANCISCO HERITAGE-HAAS-LILIENTHAL HOUSE
2007 FRANKLIN STREETSAN FRANCISCOCA94109NONEPCOPERATING EXPENSES$75,000
SAN FRANCISCO JAZZ FESTIVAL
201 FRANKLIN STREETSAN FRANCISCOCA94102NONEPCOPERATING EXPENSES, AND ENDOWMENT$118,588
SAN FRANCISCO JEWISH COMMUNITY CENTER
3200 CALIFORNIA STREETSAN FRANCISCOCA94118NONEPCOPERATING EXPENSES$5,000
SAN FRANCISCO LIBRARY FOUNDATION
710 VAN NESS AVENUESAN FRANCISCOCA94102NONEPCOPERATING EXPENSE$300,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103NONEPCARCHITECT DESIGN DEVELOPMENT$100,000
SAN FRANCISCO PARK ALLIANCE
1663 MISSION STREET SUITE 320SAN FRANCISCOCA94103NONEPCOPERATING EXPENSES AND SAN FRANCISCO CONSERVATORY OF FLOWERS$275,000
SAN FRANCISCO PERFORMANCES
500 SUTTER STREET SUITE 710SAN FRANCISCOCA94102NONEPCOPERATING EXPENSES$20,000
SEEDS INC
800 KANSAS STREETSAN FRANCISCOCA94107NONEPCOPERATING EXPENSES$10,000
SHANTI
730 POLK STREETSAN FRANCISCOCA94109NONEPCOPERATING EXPENSES AND BREAST CANCER PROGRAM$20,000
SQUAW VALLEY COMMUNITY WRITERS
PO BOX 1416NEVADA CITYCA95959NONEPCOPERATING EXPENSES$25,000
STERN GROVE FESTIVAL
832 FOLSOM STREET SUITE 1000SAN FRANCISCOCA94107NONEPCOPERATING EXPENSES$20,000
TANDEM PARTNERS IN EARLY LEARNING
1275 FAIRFAX AVE 201SAN FRANCISCOCA94124NONEPCOPERATING EXPENSES$30,000
TDNC
201 EDDY STREETSAN FRANCISCOCA94102NONEPCOPERATING EXPENSES$50,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850SAN FRANCISCOCA94104NONEPCOPERATING EXPENSES$125,000
UCSF CANCER FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145NONEPCOPERATING EXPENSES$100,000
VITAL BRIDGES
208 SOUTH LASALLE STREET 1300CHICAGOIL60604NONEPCSWEET SARGIS PROGRAM$10,000
YERBA BUENA CENTER FOR THE ARTS
701 MISSION STSAN FRANCISCOCA94103NONEPCOPERATING EXPENSES$25,000
YOUTH TENNIS ADVANTAGE
1717 POWELL STREET SUITE 100SAN FRANCISCOCA94133NONEPCOPERATING EXPENSES$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,553,588TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111NONEPCENDOWMENT$100,000
KRATZ MD JOHANNES R
UCSF SCHOOL OF MEDICINE 500SAN FRANCISCOCA94143NONEIUNDERWRITE THORACIC SURGERY CLINICAL FELLOWSHIP$120,000PARNASSUS AVENUE MU
SAN FRANCISCO JAZZ FESTIVAL
201 FRANKLIN STREETSAN FRANCISCOCA94102NONEPCENDOWMENT$1,000,000
SAN FRANCISCO LIBRARY FOUNDATION
710 VAN NESS AVENUESAN FRANCISCOCA94102NONEPCENDOWMENT$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,420,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$740,983ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,932,786ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Exclusion14ExclusionCd
Exclusion$25ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,673,794ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,673,794TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY MINERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1135 MAIN STREET SUITE 1140AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Total Contributions$487,438TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property12,500 SHARES ORACLE CORPORATIONNoncashPropertyDesc
Fair Market Value$487,438FairMarketValueAmt
Received2016-12-05ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$61,251Amt
Net Investment Income$30,626NetInvestmentIncomeAmt
Disbursements Charitable Prps$30,625DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (21 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
OAKMARK FUNDFMV$5,311,474$5,311,474
AURELIUS CAPITAL MANAGEMENTFMV$6,247,387$6,247,387
CLOSE BROTHERS (CAYMAN) LTDFMV$6,319,336$6,319,336
FARALLON CAPITAL INST PARTNERS, LPFMV$7,409,864$7,409,864
OAKMARK INTERNATIONAL FUNDFMV$4,527,009$4,527,009
PROSPECT HARBOR FUNDFMV$13,057$13,057
HCP PRIVATE EQUITY FUND IIIFMV$571,676$571,676
HCP PRIVATE EQUITY FUND IVFMV$1,951,143$1,951,143
AMANSA FEEDER LTDFMV$2,174,863$2,174,863
DODGE & COX INCOME FUNDFMV$6,278,303$6,278,303
WGI EMERGING MARKETS FUND, LLCFMV$1,748,743$1,748,743
HCP PRIVATE EQUITY FUND VFMV$2,319,372$2,319,372
DYNAMO BRASIL VIIIFMV$1,903,450$1,903,450
HCP PRIVATE EQUITY FUND VIFMV$1,029,253$1,029,253
GENERATIONFMV$9,682,076$9,682,076
LUXOR CAPITAL PARTNERSFMV$3,157,660$3,157,660
CORE ENDOWMENT PORTFOLIO II, LPFMV$18,182,803$18,182,803
BLACKROCK TOTAL BOND FUNDFMV$4,984,982$4,984,982
HCP PRIVATE EQUITY FUND VIIFMV$302,933$302,933
VARDE XIIFMV$469,102$469,102
ORACLE CORPORATIONFMV$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDONATED ADJUSTED BASISDesc
Amt$3,746,506Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AGENCY FEES$25$0$25
BOARD MEMBER REIMBURSEMENTS$3,103$0$3,103

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$25NetInvestmentIncomeAmt
Adjusted Net Income$25AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ADJUSTMENT$5,743,127
CONTRIBUTION TIMING ADJUSTMENT$250

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED EXCISE TAX PROVISIONDesc
BOY Book Value$304,000BOYBookValueAmt
EOY Book Value$458,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$254,240Amt
Net Investment Income$254,240NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMARY MINERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1135 MAIN STREET SUITE 1140AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$145,000$0$0
FRANCHISE TAX BOARD$160$0$0

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