2016-11-15T17:23:32-06:00 2015-12-31 263839190 BURR PILGER MAYER INC 60 SOUTH MARKET STREET SUITE 800 SAN JOSE CA 95113 990 2015-01-01 462109112 BRIGHT FUNDS FOUNDATION BRIG 4158514400 580 HOWARD STREET SUITE 404 SAN FRANCISCO CA 94105 TY WALROD PRESIDENT 4158514400 2016-11-15 1 MICHAEL STEPHEN SCHAFFER P00210063 4089616300 2016-11-15 2015 2017-02-10 21:41:12Z TY WALROD 580 HOWARD STREET SUITE 404 SAN FRANCISCO CA 94105 3632464 0 X WWW.BRIGHTFUNDS.ORG X 2013 CA THE FOUNDATION PROVIDES A PLATFORM FOR SUPPORTING CHARITABLE PROGRAMS, CHARITABLE INITIATIVES, AND CHARITABLE ORGANIZATIONS IN ORDER TO ENHANCE AND IMPROVE THE LIVES OF THOSE IN NEED. 3 3 0 3 0 0 209195 3632464 6000 0 0 0 0 0 215195 3632464 184376 2413825 0 0 0 0 0 0 0 34505 272566 218881 2686391 -3686 946073 46309 1744736 48113 757851 -1804 986885 BRIGHT FUNDS FOUNDATION EXISTS TO EMPOWER PEOPLE TO BE MEANINGFUL, EFFECTIVE, AND ENGAGED PHILANTHROPISTS. 0 0 2413825 2413825 269018 THE FOUNDATION PROVIDES A PLATFORM FOR SUPPORTING CHARITABLE PROGRAMS, CHARITABLE INITIATIVES, AND CHARITABLE ORGANIZATIONS IN ORDER TO ENHANCE AND IMPROVE THE LIVES OF THOSE IN NEED. TO ACCOMPLISH THESE PURPOSES, IT WILL ENCOURAGE AND FACILITATE ONLINE GIVING OPPORTUNITIES TO AND FOR ALL 501(C)(3) CHARITABLE ORGANIZATIONS WITH THE GOAL OF INCREASING PHILANTHROPY WHILE DECREASING THE COST OF FUNDRAISING AS A WHOLE BY PROVIDING THE PUBLIC WITH STRAIGHTFORWARD AND SECURE WAYS TO DONATE TO, OR VOLUNTEER FOR, THE CHARITY OF THEIR CHOICE, AND TRACK THEIR GIVING THROUGH STATE OF THE ART INTERNET-BASED TOOLS. 2413825 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X MOMENTUM PARTNERS LLC 4157387779 340 BRANNAN STREET SUITE 501 SAN FRANCISCO CA 94107 X TY WALROD PRESIDENT 3.00 X X 0 0 0 ANDREW FLACHNER SECRETARY 3.00 X X 0 0 0 CLIFF GOLDSTEIN TREASURER 3.00 X X 0 0 0 0 0 0 0 0 0 0 0 3632464 3632464 3632464 0 0 0 2241038 2241038 172787 172787 2740 2740 38357 38357 208 208 TRANSACTION FEES 231261 231261 2686391 2413825 272566 0 39852 675287 0 1069449 6457 0 46309 1744736 45412 109528 0 615838 2701 32485 48113 757851 X -1804 3960 0 982925 -1804 986885 46309 1744736 X 946073 44718 -2102 X 0 1 X 1 0 X 87114 209195 3632464 3928773 87114 209195 3632464 3928773 3928773 3928773 6000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CONTRIBUTIONS RETURNED 26685 CONTRIBUTIONS HELD 5800 32485 X 3630362 0 3630362 2102 2102 3632464 2686391 0 2686391 0 2686391 PART X, LINE 2: THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE FINANCIAL STATEMENT RECOGNITION. BASED ON THIS REVIEW, NO RESERVES FOR UNCERTAIN TAX POSITIONS WERE REQUIRED FOR THE FOUNDATION'S OPEN TAX YEARS. THE FOUNDATION'S TAX RETURNS REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES FOR A PERIOD OF THREE YEARS FROM WHEN THEY ARE FILED. THE FOUNDATION IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE MATERIALLY IN THE NEXT 12 MONTHS. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR PRIOR YEAR GRANTS RETURNED 2,102. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 1125 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 43788 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 65910 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 685 NORTH AMERICA 0 0 GRANTMAKING 10582 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING 171 SOUTH AMERICA 0 0 GRANTMAKING 267 SOUTH ASIA 0 0 GRANTMAKING 40321 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 1741 0 0 0 0 0 0 162849 1741 164590 EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL SUPPORT 12000 WIRE EAST ASIA AND THE PACIFIC GENERAL SUPPORT 29647 WIRE 5 0 0 0 0 0 0 0 SCHEDULE F, PART I, LINE 2 NO MONITORING PROCEDURES ARE IN PLACE. 0 INNOVATIONS FOR POVERTY ACTION 101 WHITNEY AVENUE 2ND FLOOR NEW HAVEN CT 06510 061660068 501(C)(3) 5996 GENERAL SUPPORT ELECTRONIC FRONTIER FOUNDATION INC 815 EDDY ST SAN FRANCISCO CA 94109 043091431 501(C)(3) 10629 GENERAL SUPPORT SAVE THE CHILDREN FEDERATION INC 501 KINGS HIGHWAY SUITE 400 FAIRFIELD CT 06825 060726487 501(C)(3) 15340 GENERAL SUPPORT CHARITY WATER 40 WORTH STREET SUITE 330 NEW YORK NY 10013 223936753 501(C)(3) 8994 GENERAL SUPPORT OXFAM-AMERICA INC 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 02114 237069110 501(C)(3) 16681 GENERAL SUPPORT KIPP FOUNDATION 135 MAIN STREET SUITE 1700 SAN FRANCISCO CA 94105 943362724 501(C)(3) 6166 GENERAL SUPPORT CARE 151 ELLIS STREET NE ATLANTA GA 30303 131685039 501(C)(3) 14210 GENERAL SUPPORT PALO ALTO PARTNERS IN EDUCATION 25 CHURCHILL AVE PALO ALTO CA 94306 770186364 501(C)(3) 20075 GENERAL SUPPORT BOARD OF TRUSTEES OF THE GLIDE FOUNDATION 330 ELLIS STREET SAN FRANCISCO CA 94102 941156481 501(C)(3) 8260 GENERAL SUPPORT BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT 2385 BAY RD REDWOOD CITY CA 94063 943386695 501(C)(3) 8201 GENERAL SUPPORT AGAINST MALARIA FOUNDATION (US) 310 W 20TH STE 300 KANSAS CITY MO 64108 203069841 501(C)(3) 8764 GENERAL SUPPORT AMERICAN NATIONAL RED CROSS 2025 E ST WASHINGTON DC 20006 530196605 501(C)(3) 13271 GENERAL SUPPORT DOCTORS WITHOUT BORDERS USA INC 333 SEVENTH AVE 2ND FLOOR NEW YORK NY 10001 133433452 501(C)(3) 14088 GENERAL SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM ST NEW YORK NY 10038 131644147 501(C)(3) 7167 GENERAL SUPPORT SF-MARIN FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 943041517 501(C)(3) 9657 GENERAL SUPPORT WOUNDED WARRIOR PROJECT INC 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 202370934 501(C)(3) 7428 GENERAL SUPPORT DIRECT RELIEF 27 SOUTH LA SANTA BARBARA CA 93117 951831116 501(C)(3) 11387 GENERAL SUPPORT GIRLS WHO CODE INC 919 THIRD AVE NEW YORK NY 10022 300728021 501(C)(3) 6461 GENERAL SUPPORT GIVEDIRECTLY CHURCH STREET STATION PO BOX 3221 NEW YORK NY 10008 271661997 501(C)(3) 8977 GENERAL SUPPORT INTERNATIONAL JUSTICE MISSION PO BOX 58147 WASHINGTON DC 20037 541722887 501(C)(3) 7059 GENERAL SUPPORT COVENANT HOUSE 461 EIGHTH AVENUE NEW YORK NY 10001 132725416 501(C)(3) 6100 GENERAL SUPPORT FRIENDS & FOUNDATION OF THE SAN FRANCISCO PUBLIC LIBRARY 710 VAN NESS AVENUE SAN FRANCISCO CA 94102 946085452 501(C)(3) 7781 GENERAL SUPPORT AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(C)(3) 7634 GENERAL SUPPORT THE LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE RYE BROOK NY 10573 135644916 501(C)(3) 22922 GENERAL SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 10922 GENERAL SUPPORT SAN CARLOS EDUCATIONAL FOUNDATION PO BOX 1214 SAN CARLOS CA 94070 942842712 501(C)(3) 7050 GENERAL SUPPORT SANKARA EYE FOUNDATION USA 1900 MCCARTHY BLVD STE 302 MILPITAS CA 95035 776141976 501(C)(3) 7182 GENERAL SUPPORT NORTH POINT MINISTRIES FOUNDATION INC 4350 N POINT PKWY ALPHARETTA GA 30022 205420008 501(C)(3) 5281 GENERAL SUPPORT SURF FOR LIFE PO BOX 591837 SAN FRANCISCO CA 94159 262527261 501(C)(3) 10107 GENERAL SUPPORT GLOBALGIVING 1110 VERMONT AVE NW SUITE 550 WASHINGTON DC 20005 300108263 501(C)(3) 12603 GENERAL SUPPORT APEX FOURSQUARE CHURCH 6175 OLD JENKS RD APEX NC 27523 561785103 501(C)(3) 6936 GENERAL SUPPORT BULLIS-PURISSIMA ELEMENTARY SCHOOL 102 W PORTOLA AVE LOS ALTOS CA 94022 481298689 501(C)(3) 19333 GENERAL SUPPORT BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION 102 W PORTOLA AVE LOS ALTOS CA 94022 481298690 501(C)(3) 7500 GENERAL SUPPORT HIDAYA FOUNDATION 1765 SCOTT BLVD 115 SANTA CLARA CA 95050 770502583 501(C)(3) 5681 GENERAL SUPPORT CHRISTA MCAULIFFE PARENT-FACULTY GROUP 12211 TITUS AVE SARATOGA CA 95070 770188602 501(C)(3) 9950 GENERAL SUPPORT DECENT LIFE VOLUNTEER 624 W WALNUT ST LANCASTER PA 17603 300607988 501(C)(3) 6283 GENERAL SUPPORT INDIA HERITAGE FOUNDATION 33630 ROSEWOOD TRL WILLOUGHBY HILLS OH 44094 201722833 501(C)(3) 23117 GENERAL SUPPORT MAKE-A-WISH FOUNDATION OF CENTRAL AND SOUTH TEXAS INC 2224 WALSH TARLTON LANE SUITE 200 AUSTIN TX 78746 742357788 501(C)(3) 10850 GENERAL SUPPORT GATEWAY COMMUNITY CHURCH 7104 MCNEIL DR AUSTIN TX 78729 742939937 501(C)(3) 5989 GENERAL SUPPORT BELMONT-REDWOOD SHORES PUBLIC SCHOOL FOUNDATION PO BOX 5196 BELMONT CA 94002 912159650 501(C)(3) 6142 GENERAL SUPPORT VALUES PLUS FOUNDATION 21740 OLIVE AVE CUPERTINO CA 95014 464706605 501(C)(3) 10942 GENERAL SUPPORT PORTOLA VALLEY SCHOOLS FOUNDATION 4575 ALPINE RD PORTOLA VALLY CA 94028 931012148 501(C)(3) 6858 GENERAL SUPPORT CARNATICA ARCHIVAL CENTER FOR MUSIC 7713 MAPLERIDGE DR PLANO TX 75024 472536174 501(C)(3) 7982 GENERAL SUPPORT 43 0 BRIGHT FUNDS INC TY WALROD, A DIRECTOR OF THE FOUNDATION, IS A DIRECTOR OF BRIGHT FUNDS INC. 231261 DURING 2015, THE FOUNDATION INCURRED $231,261 AND REMITTED $151,242 IN SERVICE FEES TO BRIGHT FUNDS INC. 0 FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT, SECRETARY AND TREASURER ARE PROVIDED A DRAFT COPY OF THE TAX RETURN ANNUALLY. THE TAX RETURN IS NOT FINALIZED UNTIL THEY HAVE REVIEWED AND APPROVED THE TAX RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES ON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR CONTRIBUTIONS RETURNED -2,102. SCHEDULE B, PART I DONOR ADDRESSES WERE NOT AVAILABLE AT THE TIME OF FILING.