2016-11-07T18:40:35-08:00 2015-12-31 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2015-01-01 943169439 The David B Gold Foundation DAVI 4152889530 44 Montgomery Street San Francisco CA 94104 Steven A Gold Treasurer & CFO 2016-11-07 false Michael Fontanello P01471027 4159830200 2015 2017-02-10 21:41:12Z X 101750321 X X 7065 7065 1918701 1918701 5555264 17185995 4935487 1831060 1864318 9312090 8725571 354500 278849 169949 162374 86717 85581 58409 58409 26684 26684 232356 220738 21317 21317 222135 42633 180 94986 94986 19682 19682 268887 85862 37178 1555622 370550 763923 5046000 5046000 6601622 370550 5809923 2710468 8355021 140914 161633 161663 2906288 7960503 7960503 7956837 19336187 21040308 30982004 14693168 27000 27000 32765595 50930927 62603482 48631 48631 15669 15669 15669 77814658 80136040 101750321 0 X 77814658 80136040 77814658 80136040 77814658 80136040 77814658 2710468 80525126 389086 80136040 Sale of Publicly Traded Securities P 2000-01-01 2015-12-31 15124089 11620150 3503939 3503939 Capital Gain Distributions P 2000-01-01 2015-12-31 1364047 1364047 1364047 Capital Gains from Investment Pshps P 2000-01-01 2015-12-31 67501 67501 67501 ST Cap Gain from Partnership - UBI P 2015-12-01 2015-12-31 10581 -10581 -10581 LT Cap Gain from Partnership - UBI P 2000-01-01 2015-12-31 3247 3247 3247 ST/LT Cap Gain fr Pshp Reported on 990-T P 2000-01-01 2015-12-31 619777 -619777 -619777 1231 Gain from Investment Psps - UBIT P 2000-01-01 2015-12-31 627111 627111 627111 4935487 -10581 false 5376960 107180934 0.05017 5106310 99808150 0.05116 4148267 92918563 0.04464 4725806 94016326 0.05027 430229 92139233 0.00467 0.200907 0.040181 105984493 4258563 83550 4342113 5809923 X 83550 83550 83550 89531 50000 139531 X 274 55707 55707 false false false false false true true false true true CA DE true false false false false true www.goldfoundation.org Cheryl Bridgeforth 4152889530 44 Montgomery St Ste 3750 San Francisco CA 94104 false false false false true false false false false false false false false false false false false false true false false true false false false false Barbara Gold Lurie 44 Montgomery St Suite 3750 San Francisco CA 94104 President 20.00 15000 Elaine E Gold 44 Montgomery St Suite 3750 San Francisco CA 94104 Director & ED 32.00 130000 43197 Steven A Gold 44 Montgomery St Suite 3750 San Francisco CA 94104 Treasurer & CFO 30.00 90000 61303 Diane Gold Bubier 44 Montgomery St Suite 3750 San Francisco CA 94104 Secretary 20.00 15000 Emily Gold 44 Montgomery St Suite 3750 San Francisco CA 94104 Director 20.00 0 Cheryl Bridgeforth 44 Montgomery Street Suite 3750 San Francisco CA 94104 Controller 25.00 75750 11363 Rose Haynes 44 Montgomery Street Suite 3750 San Francisco CA 94104 Grant Admin. 30.00 70800 43790 Shapiro Capital Management 3060 Peachtree Road NW Atlanta GA 30305 Investment Advisory 84040 Faegre Baker Daniels LLP PO Box 1450 Minnesapolis MN 554856139 Legal Fees 58409 McDonald Capital Investors 4 Orinda Way Suite 120-D Orinda CA 94563 Investment Advisory 80857 107463295 135175 0 107598470 0 107598470 1613977 105984493 5299225 5299225 83550 83550 5215675 5215675 5215675 5809923 5809923 83550 5726373 5215675 80838 194788 127629 403255 5809923 0 5215675 594248 997503 0 997503 80838 194788 127629 594248 See Statement 18 44 Montgomery St Ste 3750 San Francisco CA 94104 4152889530 See Statement 18 See Statement 18 See Statement 18 See Grant Statement See Grant Statement See Grant Statement CA 94104 N/A PC Charitable 5046000 5046000 14 7065 14 1918701 900099 619777 18 4935487 Income - Investment Psps 900099 -47086 18 1873842 Litigation Settlement 18 383 Other Investment Income 18 3921 572691 8739399 9312090 false false false false false false false false false false Auditing Svcs 19775 0 0 19775 Other Accounting Fees 84 0 0 84 Tax Preparation 6825 0 0 6825 Bluebird Legacy Inc 3972 Barranca Parkway J-609 Irvine CA 92606 2015-10-03 20000 Organization Set Up Costs No Gold Bay Foundation 1917 Logan Avenue South Minneapolis MN 55403 2015-06-20 20000 Organization Set Up Costs 10981 No Sustainable Futures Fund 3 Embarcadero Ctr 101A Clay St270 San Francisco CA 94111 2015-02-20 20000 Organization Set Up Costs 15024 No Sustainable Grant Making Prtnr Fd One Blackfield Drive 191 Tiburon CA 94920 2015-04-29 20000 Organization Set Up Costs 11850 No General Explanation Supplemental Information for Form 990-PF Statement 18Form 990-PF, Part XV, Line 2aInformation Regarding Contribution, Grant, Gift Loan, Scholarship, etc ProgramsEligibilityGeographic Scope: The Foundation funds organizations that have an impact in the San Francisco Bay Area with an emphasis on Alameda and San Francisco counties and in the Twin Cities of Minneapolis/St. Paul in Minnesota. On occasion, the Foundation funds national projects that are particularly relevant to the Foundations mission.Limitations: The Foundation only accepts proposals that fall into our stated program areas and geographic regions. The Foundation does not award grants to individuals (including projects for research, attending conferences, scholarships, musical works, or film). An applying organization must have 501(c)(3) status under the Internal Revenue Code. That is, it must be incorporated as a nonprofit corporation that is not a private foundation pursuant to the 1969 Tax Reform Act. Except for those organizations that fall within the Foundations Jewish Culture program area, the Foundation does not award grants to sectarian organizations. Applicants must have evidence of current tax-exempt status from the Internal Revenue Service under Section 501(c)(3) or have a fiscal sponsor with such status. Each organization may submit for consideration only one application per its fiscal year.Grant Range and Duration: Grant size varies according to the type of project and the needs of the organization. If the Foundation selects an applicant for funding, it typically awards a single annual contribution for first-time applicants. If an applicant is a previous grant recipient, the Foundation may consider a request for multi-year funding in the future. No application from an organization previously funded will be reviewed until the Foundation receives a full report on the previous grant. Program AreasChildren, Youth, and Families: The Foundation supports programs that promote the well-being of young people (birth to age 21) and provide them with opportunities to be responsible and caring people. The Foundation focuses on the following goals in its Children, Youth, and Families program areas:Focus: Support Early Childhood Development ProgramsWe support programs that advocate for and/or demonstrate best practices in the field of early childhood development.Focus: Promote Enrichment Programs for School Age YouthWe support enrichment programs that promote the well-being of youth, including healthy living, academic enrichment, literacy, life skills, environmental education, sports, and recreational opportunities.Focus: Reduce Domestic ViolenceWe support direct service and advocacy programs that work to prevent domestic violence and teen dating violence. We fund intervention programs including domestic violence shelters and services for child witnesses of domestic violence.Focus: Improve the Welfare of ChildrenWe support programs that focus on the welfare of foster youth, homeless youth, and runaway youth by providing advocacy, family support, housing, mental health services, job skills development, mentoring programs, or access to high quality education.Focus: Help Prevent Teen ParenthoodWe support direct service and advocacy programs that encourage delaying parenthood until adulthood by providing comprehensive reproductive health education and services to young people.Environment: The Foundation is committed to protecting natural resources, improving the quality of the environment, and promoting environmental stewardship. The Foundation supports programs that work to reduce toxic emissions and waste, preserve open space, and educate the community about conservation and other environmental issues.Focus: Reduce Toxic EmissionsWe support organizations with a demonstrated record of effectiveness in working to strengthen environmental laws that reduce toxic emissions into the air, on the ground, and in water.Focus: Preserve Open SpaceWe support programs that acquire undeveloped land for future use as public space.Focus: Promote Sustainable Energy PolicyWe support programs that advocate for a sustainable energy future, including reducing dependency on fossil fuels and encouraging use of alternative sustainable energy sources.Democratic Values: The Foundation supports programs that foster a respect for basic democratic principles, including integrity in government, separation of church and state, protection of civil liberties, and the right to privacy.Jewish Culture: The Foundation supports programs that foster an understanding and appreciation of Jewish culture.Miscellaneous: While the Foundation accepts online inquiries only in the above-mentioned program areas, at its own discretion the Foundation may award grants outside of these parameters. General Explanation Supplemental Information for Form 990-PF Statement 19Form 990-PF, Part VIII, Line 1Compensation of Officers, Directors, Trustees and Key EmployeesElaine E. Gold is compensated for her duties as the Executive Director of the Foundation, not as Director of the Board.Steven A. Gold is compensated for his duties as the Chief Financial Officer of the Foundation, not as an Officer or Director of the Board.Payment for such services that are reasonable and necessary to carry out the exempt purposes of the Foundation, as they are in this case, is excluded from the self dealing rules under Reg. 53.4941(d)-3(c). Corporate Bonds - See Attachment 27000 27000 Common Stock - See Attachment 21040308 30982004 Limited Partnerships - See Attachment AT COST 1640777 2355730 Private Equity - See Attachment AT COST 662713 392073 International Funds - See Investment Stm AT COST 15948739 22058291 Mutual Funds - See Attachment AT COST 6803262 8179874 Bond Funds - See Attachment AT COST 20463159 19681604 Index Funds - See Attachment AT COST 4070080 8360469 American Deposit Rcpt - See Attachment AT COST 1342197 1575441 Furniture and Fixtures 3407 3407 Machinery and Equipment 45224 45224 Legal Fees 58409 0 0 58409 Deposit 8169 8169 8169 Purchased Interest 7500 7500 7500 Bank Custodial Fees 32772 32772 Books/Publications 195 195 Dues/Memberships 3150 3150 Filing Fees 655 655 Insurance 2694 2694 Invstmnt Prtnrshp Exps 198937 53090 Maint & Repairs - Software 18904 18904 Office Related Exp 1284 1284 Office Supplies 2027 2027 Payroll Processing Fee 1661 1661 Postage 984 984 Processing Fee on ADR 908 908 Telephone 4716 4716 Income - Investment Psps 1826756 1863524 Litigation Settlement 383 Other Investment Income 3921 794 Investment Advisor Fees 232356 220738 0 0 Excise Tax 179322 Foreign Tax on Dividends 42633 42633 Property Tax 180 180