2016-11-15T17:19:54-08:00 2015-12-31 Bregante Company LLP CPAs 301 Battery St 2 Mezzanine San Francisco CA 94111 990PF 2015-01-01 200882784 ELBRIDGE STUART FOUNDATION DBA STUART FOUNDATION ELBR 4153931551 500 WASHINGTON STREET 8th floor SAN FRANCISCO CA 94111 DAVID BARLOW CFO/ TREASURER 2016-11-15 true Kenneth A Preston P01437149 4157771001 2015 2017-02-10 21:41:12Z X 496964714 X X 116 116 8081959 8081959 26978589 33651378 26978589 974799 933098 36035463 35993762 463500 23175 440325 3005686 150284 2855402 710594 35530 675064 18085 543 17542 88013 65000 23013 4208138 3730380 477758 32762 367306 11019 696842 20905 675937 299119 2518 296601 326563 9796 316767 10216608 4049150 5778409 17457758 19545139 27674366 4049150 25323548 8361097 31944612 735116 338859 338859 593205 8010832 593205 593205 197408 225594 225594 64446951 66414172 62432362 297665405 309139962 425190064 5156469 3883921 1534410 1272548 1272548 6912082 6912082 6912082 379502204 384896422 496964714 458335 367214 3760010 1865000 2975223 1994475 7193568 4226689 X 372308636 380669733 372308636 380669733 379502204 384896422 372308636 8361097 380669733 380669733 DOMESTIC REALIZED GAINS P 2014-01-01 2015-12-31 2087982 1201886 886096 886096 ALT INVESTMENTS REALIZED GAINS P 2014-01-01 2015-12-31 31563396 5470903 26092493 26092493 26978589 false 24925836 460558868 0.05412 22424093 444204087 0.05048 25008540 377937273 0.06617 23219704 381580348 0.06085 22390843 396798698 0.05643 0.288054 0.057611 445982204 25693481 319446 26012927 25323548 638892 638892 638892 622282 100000 722282 X 83390 83390 false false false false false true true false false true CA DE MA true false false false false true HTTP://WWW.STUARTFOUNDATION.ORG STUART FOUNDATION 4153931551 500 WASHINGTON ST SUITE 800 SAN FRANCISCO CA 94111 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 DWIGHT L STUART JR 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Chairman 5.00 0 DAVIS CAMPBELL 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Director 5.00 0 ELBRIDGE H STUART III 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 VICE-CHAIRMAN 5.00 0 STUART LUCAS 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Director 5.00 0 JONATHAN RAYMOND 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 President 60.00 394950 67950 600 DAVID BARLOW 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 CFO 60.00 313000 39750 1108 CAROL TING 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 COO 60.00 245000 36750 1201 TERI KOOK 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 SR. DIR. OF C.W. 60.00 234101 827 WENDY CHANG 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 PROG. DIR. 60.00 180933 27140 236 BRAD SINK 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 SR PRGM OFFICER 60.00 175000 26250 1245 14 ADAGE CAPITAL MANAGEMENT LP 200 CLARENDON STREET 52ND FLOOR BOSTON MA 02116 FUND MANAGEMENT 1169675 MONTICELLO ASSOCIATES 1800 LARIMER STREET STE 2100 DENVER CO 80202 INVESTMENT MGMT. 500000 SILCHESTER INTERNATIONAL 780 THIRD AVE 42ND FLOOR NEW YORK NY 10017 FUND MANAGEMENT 339155 ACTIS EMERGING MARKETS 3A 2 MORE LONDON RIVERSIDE LONDON UK se1 sjt FUND MANAGEMENT 238876 PUBLIC POLICY INSTITUTE OF CALIFORNIA 500 WASHINGTON STREET SUITE 600 SAN FRANCISCO CA 94111 CONSULTING 621571 15 FOR PROJECT MANAGEMENT EXPENSES OF THE EDUCATION EQUALS PARTNERSHIPTHE PROJECT TITLE IS PROJECT MANAGEMENT OF THE EDUCATION EQUALS PARTNERSHIP AND IT IS A CHILD WELFARE CAE. 425000 To lead and execute all aspects of the Education Equals Community of Practice in order to: - Support implementing county teams to fully embody and realize Education Equals vision and goals; - Strengthen feedback loop mechanisms within the Education Equals Partnership; and - Lift-up lessons learned in the day-to-day work to the broader field for the purpose of proliferating promising practices and informing smart policy. i.e. communications will do this by: - Curating and disseminating resources and tools to school districts, child welfare agencies, County Offices of Education and other agencies interested in implementing Education Equals practices; - Facilitating cross-county learning sessions between current partners and field specialists on select topics to share promising practices, challenges and co-create solutions; - Supporting implementation counties by helping them to build their own convening capacity; - Developing EqualFutures.org, a website featuring timely and relevant reso 350000 To provide staffing support for the California College Pathways (CCP) Funder Alliance, a collaboration of nine foundations committed to supporting the college and career success of foster youth. Grant Description To support the CCP Funder Alliance as it works to increase the number of foster youth who enroll in college and earn a degree or certificate at rates equal to, or greater than, the general student population. Over the last three years, Foundation staff has provided leadership and staffing support to expand the CCP Funder Alliance, with the following results: seven new foundations, total foundation investments of $7.5 million, and services to over 40 campuses with 5,000 foster youth enrolled in higher education. In 2016, staffing support will transition to Arabella Advisors. During the first quarter of 2016, Arabella Advisors will assist the foundations with establishing membership guidelines, including requirements for contributions to support staffing in 2017, as well as a pl 60000 To provide staffing support for the California Child Welfare Co-Investment Partnership, a cross-sector, public/private collaboration that includes foundations and key leadership staff within the Administrative Office of the Courts, California Department of Social Services, and County Welfare Directors Association. Grant Description The California Child Welfare Co-Investment Partnership supports coordinated and informed approaches to improving foster youth outcomes. As outlined in the child welfare transition plan presented to the Board in July, program staff will remain actively involved in certain child welfare collaborations that strengthen our relationships with key child welfare partners and deepen our understanding of issues that impact foster youth education. The California Child Welfare Co-Investment Partnership is particularly valuable because it creates a confidential space for important dialogue between foundations and child welfare and court system leaders. Progress and Plan 30000 102409509 212230 350152072 452773811 60202701 452773811 6791607 445982204 22299110 22299110 638892 638892 21660218 21660218 21660218 25323548 25323548 25323548 21660218 2067072 4434819 6349336 508106 2524588 15883921 25323548 0 21660218 3663330 19547251 0 2067072 17480179 4434819 6349336 508106 2524588 3663330 JONATHAN RAYMOND PRESIDENT STUART 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 4153931551 THE APPLICATION PROCESS-Foundation goals and strategies are on website.Foundation staff responds to inquiries from applicants, reviews written requests, and solicits proposals from organizations working within specified areas.Program Officers conduct the necessary due diligence and help applicants strengthen their proposals.The Board of the Stuart Foundation evaluates proposals. Dependent upon Board meeting dates. ELIGIBLE ORGANIZATIONS MUST QUALIFY AS A LEGAL ENTITY AND MUST, IN MOST CASES, HAVE CURRENT TAX-EXEMPT STATUS AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OTHER THAN PRIVATE FOUNDATIONS. THE STUART FOUNDATION DOES NOT FUND CAPITAL CAMPAIGNS OR PROJECTS WHOSE BENEFICIARIES ARE OUTSIDE THE STATES OF CALIFORNIA AND WASHINGTON. See Statement 20 ADDRESS AS SHOWN IN STATEMENT 20 SAN FRANCISCO CA 94111 See statement 20 19545139 19545139 See statement 21 ADDRESS AS SHOWN IN STATEMENT 20 SAN FRANCISCO CA 94111 See Statement 21 1865000 1865000 14 116 14 8081959 18 26978589 OTHER INCOME 1 974799 36035463 36035463 false false false false false false false false false false ACCOUNTING FEES 88013 65000 0 23013 MICHAEL FULLAN ENTERPRISES INC 498 ST CLAIR AVENUE E TORONTO CA ON M4T 1P7 2015-06-30 200000 TO SUPPORT THE PROF. CAPITAL MODEL IN CA SCHOOL DISTRICTS. 199829 No 2/2015, 11/2015 and 8/2015 We do not have any reason to doubt the validity of Fullans reports, therefore no verification was necessary. MICHAEL FULLAN ENTERPRISES INC 498 ST CLAIR AVENUE E TORONTO CA ON M4T 1P7 2015-11-16 680000 SUPPORT YR 2 OF THE PROF. CAPITAL MODEL IN CA SCHOOL DISTR. 594821 No 2/2016, 9/2016 and 8/2016 We do not have any reason to doubt the validity of Fullans reports, therefore no verification was necessary. DOMESTIC EQUITIES 29961166 25272403 INTERNATIONAL EQUITIES 36453006 37159959 ALTERNATIVE INVESTMENTS AT COST 263715448 379851343 SHORT TERM INVESTMENTS AT COST 45424514 45338721 Furniture and Fixtures 1055276 1033198 22078 22078 Machinery and Equipment 601500 533795 67705 67705 Improvements 3499693 2316928 1182765 1182765 LEGAL FEES 18085 543 0 17542 RECEIVABLES FROM RELATED ENTITY 6912082 6912082 6912082 CAPITAL PURCHASES $2500 1876 56 1820 COMMUNICATIONS TECHNOLOGY 53685 1611 52074 INSURANCE 57395 1722 55673 MAINTENANCE/REPAIRS 28507 855 27652 MEMBERSHIP DUES 9000 270 8730 MISCELLANEOUS 3801 114 3687 OFFICE SUPPLIES & PRINTING 56634 1699 54935 OPERATING LEASES 35956 1079 34877 POSTAGE 3375 101 3274 RECRUITING 705 21 684 STAFF/PROFESSIONAL DEVELOPMENT 55043 1651 53392 SUBSCRIPTIONS/BOOKS 608 18 590 TEMPS 19978 599 19379 OTHER INCOME 974799 EXCISE TAX PAYABLE 398426 23299 COMPUTER SERVICES 164463 4934 0 159529 CONSULTING FEES 328071 9842 0 318229 INVESTMENT FUND EXPENSES 1297113 1297113 0 0 INVESTMENT MANAGEMENT FEE 2418491 2418491 0 0 Description: ALTERNATIVE INVESTMENTS Percentage: 82.0 Asset FMV: XXX-XX-XXXX Discount: 60202701 Explanation: Alternative investments include limited partnerships, limited liability companies and offshore investment funds. Although each investment is different, the majority of the alternative investments start out for a 10-year period with one-year extension options for another two or three years. Redemption terms and restrictions vary between each investment. The restrictions include lockup periods and notification requirements. Liquidation is generally limited to a sale to the fund manager or to distributions from the fund. TAXES 32762