JOHN PRITZKER FAMILY FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOHN PRITZKER FAMILY FUND (EIN 30-0039815)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349103253
- Schema version
- 2015v2.1
- 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
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:23:59-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300039815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LISA & JOHN PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN GREENE | InCareOfNm |
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 6503654646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE SUITE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN PRITZKER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN A MCGOVERN | PreparerPersonNm |
| PTIN | P00739991 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,634,629 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $422 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $229 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $198,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $198,919 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $358,713 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $358,713 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$128,669 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $16,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,969,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,854 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,657 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,657 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $586,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $586,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $417,022 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $396,428 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $29,965 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $29,965 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $69,803 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,302 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,317 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,317 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,590 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,295 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,110 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $326,982 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,335 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $331,308 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,301 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $24,425 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $302,884 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $289,279 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $23,590 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,362 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $205,831 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200,015 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,159 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,449,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $505,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $918,376 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,518,689 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,268,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,967,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $505,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,186,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,381,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,376 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,231,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,382,754 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,382,754 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $38,504 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $33,563 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $33,563 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,392,888 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $7,937,508 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $625,567 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $596,428 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $16,117,621 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,868,502 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $14,538,398 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $14,249,119 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $14,249,119 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $485,744 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $365,063 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $329,270 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $59,881 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,487 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,344 | LandBOYAmt |
| Land EOY | $40,394 | LandEOYAmt |
| Land EOYFMV | $40,394 | LandEOYFMVAmt |
| Other Assets BOY | $199,363 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,101 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,101 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,828,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,699,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,634,629 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,322 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $32,761 | AccountsPayableEOYAmt |
| Grants Payable BOY | $29,069,028 | GrantsPayableBOYAmt |
| Grants Payable EOY | $24,314,418 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $16,305 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $36,899 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $29,131,655 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,384,078 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,696,888 | UnrestrictedBOYAmt |
| Unrestricted EOY | -$7,684,517 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,696,888 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$7,684,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,828,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,699,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,696,888 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,381,405 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$7,684,517 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$7,684,517 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | 2015-01-08 | 2015-09-23 | $208,394 | $232,615 | -$24,221 | -$24,221 | |
| PUBLICLY TRADED SECURITIES | $11,761,075 | $11,670,423 | $90,652 | $90,652 | P | ||
| FARALLON CAPITAL INSTITUTIONAL PARTNERS | 2004-01-01 | 2015-12-31 | $0 | $49,577 | -$49,577 | -$49,577 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,854 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,999,915 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,495,092 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.345719 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,736,442 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $52,640,747 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.260947 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,197,849 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $59,206,313 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.290473 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,039,067 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,357,142 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.210842 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,002,411 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,561,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.29035 | DistributionYr5Rt |
| Total Distribution | 1.398331 | TotalDistributionRt |
| Average Distribution | 0.279666 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,067,921 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,290,311 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $804 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,291,115 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,186,675 | 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 | $804 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $804 | SubtotalAmt |
| Tax Based On Investment Income | $804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,496 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,496 | TotalPaymentsAndCreditsAmt |
| Overpayment | $27,692 | OverpaymentAmt |
| Applied To ES Tax | $27,692 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| 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 | http://ljpff.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GREENE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156945823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PIER 5 THE EMBARCADERO STE 102 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN A PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | CHAIRMAN | 5.0 | $0 | $0 | $0 |
| LISA S PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | PRESIDENT | 35.0 | $0 | $0 | $0 |
| ADAM NICHOLAS PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| NOAH STONE PRITZKER | ||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| BARRY FINESTONE | ||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | EXECUTIVE DIRECTOR, SECRETARY | 40.0 | $417,022 | $62,447 | $0 |
| JOHN GREENE | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | TREASURER, CFO | 5.0 | $0 | $0 | $0 |
| SAMUEL PRITZKER | ||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE PERLMUTTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE SUITE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $29,965 | CompensationAmt |
| Employee Benefits | $7,356 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STEPHEN DOBBS | |||||
| PIER 5 THE EMBARCADERO SUITE 102 | SAN FRANCISCO | CA | 94111 | CONSULTANT | $57,500 |
| AMY RABBINO | |||||
| PIER 5 THE EMBARCADERO SUITE 102 | SAN FRANCISCO | CA | 94111 | CONSULTANT | $141,930 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,796,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,191,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,476,817 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,464,894 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,464,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $396,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,067,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,303,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,303,396 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $804 | TotalTaxAmt |
| Distributable Before Adj | $1,302,592 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,302,592 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,302,592 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,186,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $14,186,675 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $804 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,185,871 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,302,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,657,613 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,441,434 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,239,907 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,113,279 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,989,950 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,442,183 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,186,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,302,592 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,884,083 | RemainingDistriFromCorpusAmt |
| Total Corpus | $65,326,266 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,657,613 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,668,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,441,434 | ExcessFromYear4Amt |
| Excess From Year3 | $14,239,907 | ExcessFromYear3Amt |
| Excess From Year2 | $11,113,279 | ExcessFromYear2Amt |
| Excess From Year1 | $11,989,950 | ExcessFromYear1Amt |
| Excess From Current Year | $12,884,083 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Wider Bridge | ||||||||
| 2912 Diamond Street 348 | San Francisco | CA | 94131 | None | PC | A Wider Brunch | $1,000 | |
| Aim High For High School | ||||||||
| PO Box 410715 | San Francisco | CA | 94141 | None | PC | 2015 Generations Gala | $2,500 | |
| All Chicago | ||||||||
| 651 West Washington | Chicago | IL | 60661 | None | PC | Unrestricted Grant | $33,334 | |
| All Chicago | ||||||||
| 651 West Washington | Chicago | IL | 60661 | None | PC | General Operating Support | $10,000 | |
| All Chicago | ||||||||
| 651 West Washington | Chicago | IL | 60661 | None | PC | 2015 Breakfast with the Mayor | $1,000 | |
| Alonzo King's LINES Ballet San Francisco Dance Cen | ||||||||
| 26 Seventh Street 5th Floor | San Francisco | CA | 94103 | None | PC | New Works Fund | $100,000 | |
| Alzheimer's Association | ||||||||
| 225 North Michigan Ave 17th Floor | Chicago | IL | 60601 | None | PC | Chicago Rita Hayworth Gala 2015 | $10,000 | |
| American Conservatory Theatre Foundation | ||||||||
| 30 Grant Ave Fl 7 | San Francisco | CA | 94108 | None | PC | Strand Theater Capital Campaign | $5,000 | |
| American Friends of the Israel Philharmonic Orches | ||||||||
| 122 East 42nd Street | New York | NY | 10168 | None | PC | 2015 San Francisco Gala | $5,000 | |
| American Israel Education Foundation | ||||||||
| 251 H Street NW | Washington | DC | 20001 | None | PC | Educational and Outreach Initiatives | $75,000 | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| 711 Third Avenue | New York | NY | 10017 | None | PC | Better Together Neighborhoods of Arraba and Kiryat | $144,000 | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| 711 Third Avenue | New York | NY | 10017 | None | PC | Nepal Earthquake relief efforts | $5,000 | |
| American Jewish World Service Inc | ||||||||
| 45 W 36th Street 11th Floor | New York | NY | 10018 | None | PC | Nepal Earthquake Relief Efforts Kiryat Shemona | $5,000 | |
| Ars Nova | ||||||||
| 511 West 54th Street | New York | NY | 10019 | None | PC | in honor of Lizzie Florence | $1,000 | |
| Aspen Institute | ||||||||
| 1000 North Third Street | Aspen | CO | 81611 | None | PC | Society of Fellows | $10,000 | 2301 Broadway Suite B |
| Bay Area Discovery Museum | ||||||||
| Fort Baker 557 McReynolds Road | Sausalito | CA | 94965 | None | PC | Creativity Forum | $2,500 | |
| Bay Area Jewish Healing Center | ||||||||
| 2530 Taraval Street Suite 202 | San Francisco | CA | 94116 | None | PC | Beyond Silence: A Professional Development TraininG | $12,500 | |
| Bay Area Jewish Healing Center | ||||||||
| 2530 Taraval Street Suite 202 | San Francisco | CA | 94116 | None | PC | Hearts and Hands Together 2015 Celebration | $2,500 | |
| Bay Area Women's and Children's Center | ||||||||
| 318 Leavenworth Street | San Francisco | CA | 94102 | None | PC | 2015 Tenderloin Family Fair | $1,000 | |
| Beyond Differences | ||||||||
| 711 Grand Ave | San Rafael | CA | 94901 | None | PC | 2015 Garden Party event | $1,000 | |
| Birthright Israel Foundation | ||||||||
| PO Box 5892 | Hicksville | NY | 10016 | None | PC | French and Ukranian participants on Birthright Trips | $25,000 | |
| Boys and Girls Clubs of San Francisco | ||||||||
| 380 Fulton Street | San Francisco | CA | 94102 | None | PC | Annual Youth of the Year | $2,500 | |
| CA Institute of Integral Studies | ||||||||
| 1453 Mission Street | San Francisco | CA | 94103 | None | PC | Scholarship Funding for Deserving Underserved Students | $15,000 | |
| Center for Arts Education Inc | ||||||||
| 266 West 37th Street 9th Floor | New York | NY | 10018 | None | PC | Teaching & Learning Initiatives | $20,000 | |
| Center for Environmental Health | ||||||||
| 2201 Broadway Suite 302 | Oakland | CA | 94612 | None | PC | General Operating Support | $2,500 | |
| Center for Independent Documentary | ||||||||
| 1300 Soldiers Field Road STE 4 | Boston | MA | 02135 | None | PC | Havana Curve Ball | $5,000 | |
| Center for Youth Wellness | ||||||||
| 3450 Third Street Building 2 Suit | San Francisco | CA | 94124 | None | PC | To Support Wellness Coordinators for the CYW Treatment program | $33,334 | |
| Center for Youth Wellness | ||||||||
| 3450 Third Street Building 2 Suit | San Francisco | CA | 94124 | None | PC | To Support Center for Youth Wellness | $100,000 | |
| Chicken and Egg Pictures | ||||||||
| 45 Main St Suite 506 | Brooklyn | NY | 11201 | None | PC | General Operating Support | $1,500 | |
| Children's Council of San Francisco | ||||||||
| 445 Church Street | San Francisco | CA | 94114 | None | PC | General Operating Support | $7,500 | |
| Children's Hospital & Research Center at Oakland | ||||||||
| 747 52nd Street | Oakland | CA | 94609 | None | PC | To Support Two Help Desks | $114,443 | |
| Chronicle Season of Sharing Fund | ||||||||
| 901 Mission Street | San Francisco | CA | 94103 | None | PC | 2015-16 Campaign | $50,000 | |
| College Track Oakland | ||||||||
| 111 Broadway Suite 101 | Oakland | CA | 94607 | None | PC | Hearts Honor Club for Girls | $1,500 | |
| College Track Oakland | ||||||||
| 111 Broadway Suite 101 | Oakland | CA | 94607 | None | PC | 2015 Annual Benefit | $10,000 | |
| Common Sense Media | ||||||||
| 650 Townsend Street Suite 375 | San Francisco | CA | 94103 | None | PC | 2015 Common Sense Media Awards | $10,000 | |
| Common Sense Media | ||||||||
| 650 Townsend Street Suite 375 | San Francisco | CA | 94103 | None | PC | In Memory of Liz Perle | $1,500 | |
| Community Boards | ||||||||
| 601 Van Ness Avenue Suite 2040 | San Francisco | CA | 94102 | None | PC | 2015 Annual Peacemakers Awards Luncheon | $1,000 | |
| Compass Community Services | ||||||||
| 995 Market Street 5th Floor | San Francisco | CA | 94103 | None | PC | 2015 Spring Benefit | $500 | |
| Congregation Beth Israel Carmel | ||||||||
| 5716 Carmel Valley Rd | Carmel | CA | 93923 | None | PC | 2015 Carmel Jewish Film Festival | $3,500 | |
| Congregation Emanu-El | ||||||||
| Two Lake Street | San Francisco | CA | 94118 | None | PC | Young Adult Education Program & Unrestricted | $100,000 | |
| Congregation Emanu-El | ||||||||
| Two Lake Street | San Francisco | CA | 94118 | None | PC | Cantor Barak Evening | $10,000 | |
| Contemporary Jewish Museum of San Francisco | ||||||||
| 736 Mission Street | San Francisco | CA | 94103 | None | PC | 2015 Doube Chai Society support | $3,600 | |
| Dress for Success | ||||||||
| 500 Sutter Street 218 | San Francisco | CA | 94102 | None | PC | 10th Anniversary Gala | $2,500 | |
| Edgewood Center for Children and Families | ||||||||
| 1801 Vicente Street | San Francisco | CA | 94116 | None | PC | Grace Magill Project | $2,500 | |
| Emanuel Congregation | ||||||||
| 5959 North Sheridan Road | Chicago | IL | 60660 | None | PC | The Schaalman Centenary Celebration | $10,000 | |
| Family House | ||||||||
| 50 Irving Street | San Francisco | CA | 94122 | None | PC | Capital Campaign and Food Program | $25,000 | |
| Foster Care Counts | ||||||||
| 11150 Santa Monica Blvd STE 1500 | Los Angeles | CA | 90025 | None | PC | 2015 Foster Mother's Day | $10,000 | |
| Futures Without Violence | ||||||||
| 100 Montgomery Street The Presidio | San Francisco | CA | 94129 | None | PC | Defending Childhood initiative | $100,000 | |
| George Jackson Academy | ||||||||
| 104 St Marks Place | New York | NY | 10009 | None | PC | In Honor of Marjorie Croes Silverman | $1,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| Building 201 Fort Mason | San Francisco | CA | 94123 | None | PC | Gala Under Glass | $500 | |
| Golden Gate National Parks Conservancy | ||||||||
| Building 201 Fort Mason | San Francisco | CA | 94123 | None | PC | 2015 Trails Forever Dinner | $2,500 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | None | PC | Program support | $2,500 | |
| Homeless Prenatal Program Inc | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | None | PC | General Operating Support | $5,000 | |
| Homeless Prenatal Program Inc | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | None | PC | To Support 2015 Annual luncheon | $1,000 | |
| Hope for Heroism DBA Brothers for Life | ||||||||
| 270 South Hanford Street Suite 207 | Seattle | WA | 98134 | None | PC | General Operating Support | $25,000 | |
| Horizons Foundation | ||||||||
| 550 Montgomery Street Suite 700 | San Francisco | CA | 94111 | None | PC | Now and Forever Campaign | $5,000 | |
| Huckleberry Youth Programs Inc | ||||||||
| 3310 Geary Boulevard | San Francisco | CA | 94118 | None | PC | December 5, 2015 Benefit | $2,500 | |
| International Medical Corp | ||||||||
| 1919 Santa Monica Blvd Suite 400 | Santa Monica | CA | 90404 | None | PC | Nepal Earthquake Relief Efforts | $5,000 | |
| International Mental Health Research Organization | ||||||||
| Post Office Box 680 | Rutherford | CA | 94573 | None | PC | 21st Annual Music Festival for Brain Health | $2,000 | |
| International Rescue Committee | ||||||||
| 122 East 42nd Street | New York | NY | 10168 | None | PC | Syrian Migrant Refugee Aid | $7,500 | |
| Jewish Community Center of San Francisco | ||||||||
| 3200 CA Street | San Francisco | CA | 94118 | None | PC | Unrestricted | $50,000 | |
| Jewish Community Center of San Francisco | ||||||||
| 3200 CA Street | San Francisco | CA | 94118 | None | PC | Showcase 2015 | $25,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Annual Campaign - Teen Foundation & Annual Operating Fund | $382,165 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Unrestricted | $50,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | 2015 Support | $200,000 | |
| Jewish Community High School of the Bay | ||||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | None | PC | 2015 JCHS Spring Celebration | $10,000 | |
| Jewish Community Relations Council | ||||||||
| 121 Steuart Street 301 | San Francisco | CA | 94105 | None | PC | Behind the Scenes Gala | $10,000 | |
| Jewish Community Relations Council | ||||||||
| 121 Steuart Street 301 | San Francisco | CA | 94105 | None | PC | BDS Strategy | $250,000 | |
| Jewish Family & Children's Services | ||||||||
| 2150 Post Street PO Box 159004 | San Francisco | CA | 94115 | None | PC | Most Needed Services | $18,000 | |
| Jewish Family & Children's Services | ||||||||
| 2150 Post Street PO Box 159004 | San Francisco | CA | 94115 | None | PC | Child Trauma Training Institute 2014-2015 | $100,000 | |
| Jewish Film Institute | ||||||||
| 145 9th Street | San Francisco | CA | 94103 | None | PC | Support of Festival's Activities | $15,000 | |
| Jewish Funders Network | ||||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | None | PC | Unrestricted Grant | $10,000 | |
| Jewish Vocational & Career Counseling Service | ||||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | None | PC | General Operating Support | $20,000 | |
| Jewish Vocational & Career Counseling Service | ||||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | None | PC | 2015 Strictly Business Awards Luncheon | $30,000 | |
| Joseph Slifka Center for Jewish Life at Yale | ||||||||
| 80 Wall Street | New Haven | CT | 06511 | None | PC | 2015 Support | $5,000 | |
| Judd Foundation | ||||||||
| 101 Spring Street | New York | NY | 10012 | None | PC | General Operating Support | $1,500 | |
| Larkin Street Youth Services | ||||||||
| 134 Golden Gate Ave | San Francisco | CA | 94102 | None | PC | 13th Annual Paving the Way Gala | $2,500 | |
| Margaret Jenkins Dance Company | ||||||||
| 507 Polk Street Suite 320 | San Francisco | CA | 94102 | None | PC | General Operating Support | $2,500 | |
| Marin Academy | ||||||||
| 1600 Mission Avenue | San Rafael | CA | 94901 | None | PC | 2015 Annual Fund | $10,000 | |
| Mindfulness Without Borders | ||||||||
| 17 Tara Hill Road | Tiburon | CA | 94920 | None | PC | General Operating Support | $5,000 | |
| Naral Pro-Choice American Foundation | ||||||||
| 999 Brannan Street | San Francisco | CA | 94103 | None | PC | 21st San Francisco Power of Choice Luncheon | $5,000 | |
| New Israel Fund | ||||||||
| 1101 14Th St NW Ste 600 | Washington | DC | 20005 | None | PC | 2015 Guardian of Democracy Dinner | $3,600 | |
| New Seed Foundation | ||||||||
| PO Box 61186 | Palo Alto | CA | 94306 | None | PC | Women and Children in Crisis | $5,000 | |
| New Seed Foundation | ||||||||
| PO Box 61186 | Palo Alto | CA | 94306 | None | PC | General Support | $2,500 | |
| Northern CA Grantmakers | ||||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | None | PC | Unrestricted Grant | $10,000 | |
| Oberlin Dance Collective Theater | ||||||||
| 351 Shotwell Street | San Francisco | CA | 94110 | None | PC | General Operating Support | $10,000 | |
| Oshman Family Jewish Community Center | ||||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | None | PC | Gala & Auction | $1,800 | |
| Owsley Stanley Foundation | ||||||||
| PO Box 625 | Occidental | CA | 95465 | None | PC | General Operating Support | $2,500 | |
| PEF Israel Endowment Funds Inc | ||||||||
| 630 Third Avenue Suite 1501 | New York | NY | 10017 | None | PC | Unrestricted Grant | $15,000 | |
| Peer Health Exchange | ||||||||
| 70 Gold Street | San Francisco | CA | 94133 | None | PC | Leadership Circle National Growth Capital Campaign | $125,000 | |
| Peer Health Exchange | ||||||||
| 70 Gold Street | San Francisco | CA | 94133 | None | PC | Program Innovation and Bay Area Programming | $125,000 | |
| Pritzker Military Library | ||||||||
| 104 S Michigan Avenue | Chicago | IL | 60603 | None | PC | 2015 Liberty Gala | $10,000 | |
| Pro Publica Inc | ||||||||
| 155 Avenue of Americas 13th Floor | New York | NY | 10013 | None | PC | In memory of Marion | $15,000 | |
| San Francisco Child Abuse Prevention Center | ||||||||
| 1757 Waller Street | San Francisco | CA | 94117 | None | PC | Support Children's Advocacy Center of San Francisco | $66,667 | |
| San Francisco Child Abuse Prevention Center | ||||||||
| 1757 Waller Street | San Francisco | CA | 94117 | None | PC | 18th Annual Blue Ribbon Luncheon | $3,000 | |
| San Francisco Day School | ||||||||
| 350 Masonic Avenue | San Francisco | CA | 94118 | None | PC | In support of Professional Development for Teachers and scholarships for financially needy students | $200,000 | |
| San Francisco Food Bank | ||||||||
| 900 Pennysylvania Avenue | San Francisco | CA | 94107 | None | PC | 2015 One Big Table | $2,500 | |
| San Francisco General Hospital Foundation | ||||||||
| 2789 25th Street Suite 2028 | San Francisco | CA | 94110 | None | PC | Pediatric Ward n the Emergency Department | $1,000,000 | |
| San Francisco General Hospital Foundation | ||||||||
| 2789 25th Street Suite 2028 | San Francisco | CA | 94110 | None | PC | Heros & Hearts | $5,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | Access Study, Center for Photography, Education Fund, center fund, and exhibition fund | $2,500,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | Unrestricted Gift, Accessions Support, Auxiliary Support and preview gala | $67,500 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | 2015 Contemporary Vision Award | $10,000 | |
| San Francisco Senior Center | ||||||||
| 890 Beach Street | San Francisco | CA | 94109 | None | PC | In Honor of Eunice Stuart | $1,000 | |
| San Francisco Symphony | ||||||||
| Davies Symphony Hall 201 Van Ness A | San Francisco | CA | 94102 | None | PC | Honor of Michael Tilson 70th Birthday Fund & Annual fund | $80,000 | |
| San Francisco Symphony | ||||||||
| Davies Symphony Hall 201 Van Ness A | San Francisco | CA | 94102 | None | PC | 2015 Opening Gala | $20,000 | |
| San Francisco Travel Foundation | ||||||||
| 1 Front Street Suite 2900 | San Francisco | CA | 94111 | None | PC | Centennial Civic Celebration | $15,000 | |
| San Francisco University High School | ||||||||
| 3065 Jackson Street | San Francisco | CA | 94115 | None | PC | 2015 Decorator Showcase | $500 | |
| SEVA Foundation | ||||||||
| 1786 5th Street | Berkeley | CA | 94710 | None | PC | In Honor of Wavy Gravy's 79th Birthday | $5,000 | |
| Shalom Bayit - Tides Center | ||||||||
| PO Box 10102 | Oakland | CA | 94610 | None | PC | 2015 Creating Hope Event | $2,000 | |
| Stanford University School of Education | ||||||||
| 485 Lasuen Mall | Stanford | CA | 94305 | None | PC | Stanford University & Challenge Success | $50,000 | |
| Stern Grove Festival Association | ||||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | None | PC | Founder's Council | $10,000 | |
| Stern Grove Festival Association | ||||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | None | PC | 2015 Big Picnic | $2,500 | |
| Sweetwater Spectrum | ||||||||
| 369 Fifth Street West | Sonoma | CA | 95476 | None | PC | Life With Purpose event | $1,000 | |
| Tenderloin Neighborhood Development Corporation | ||||||||
| 201 Eddy Street | San Francisco | CA | 94102 | None | PC | 2015 Celebrity Pool Toss | $2,500 | |
| Tenderloin Neighborhood Development Corporation | ||||||||
| 201 Eddy Street | San Francisco | CA | 94102 | None | PC | 2015 Celebrity Pool Toss | $1,000 | |
| That Man May See Inc | ||||||||
| 10 Koret Way Box 0352 | San Francisco | CA | 94143 | None | PC | Dr. Dan Schwartz, Department of Ophthalmology | $75,000 | |
| The Charlotte and Gwenyth Gray Foundation | ||||||||
| c/o The Giving Back Fund 575 N Cent | Los Angeles | CA | 90045 | None | PC | The Charlotte and Gwenyth Gray Foundation | $5,000 | |
| The Representation Project | ||||||||
| 30 Sir Francis Drake Boulevard | Ross | CA | 94957 | None | PC | Founder's Circle | $25,000 | |
| Tipping Point Community | ||||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | None | PC | 10th Anniversary campaign | $500,000 | |
| United Friends of the Children | ||||||||
| 1055Wilshire Blvd Suite 1955 | Los Angeles | CA | 90017 | None | PC | General Operating Support | $5,000 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | UCSF Center for Health Disparities | $500,000 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Benioff Children's Hospital in support of Construction on the UCSF mission bay campus | $3,000,000 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | 2015 Snuggly Soiree | $1,000 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Pritzker Cardiology Research Fund | $50,000 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Emergency Room Pilot Program for UCSF Benioff Children's Hospital at Mission Bay | $393,156 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Implementation of ER Pilot Program at Mission Bay 2015 | $148,200 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Child Trauma Center | $500,000 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | John Legnitto Bocce Ball Tournament | $1,500 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Carol F. Buck Breast Care Center In Memory of Liz Perle | $1,500 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | The Mindfullness Program for Urban Teens | $50,000 | |
| University of CA San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | State-of-the-At Child Center | $250,000 | |
| Venetian Heritage Inc | ||||||||
| 232 East 59th Street 5th floor | New York | NY | 10022 | None | PC | Restoration of the Jewish Museum and Synagogues of the venice ghetto | $5,000 | |
| Wisconsin Alumni Association | ||||||||
| 650 North Lake Street | Madison | WI | 53706 | None | PC | 2016 Founder's Society | $500 | |
| Yale University | ||||||||
| Office of Development | New Haven | CT | 06510 | None | PC | Lens Media Laboratory | $1,000,000 | |
| Yale University | ||||||||
| Office of Development | New Haven | CT | 06510 | None | PC | Yale Parent's Fund | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,268,299 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Conservatory Theatre Foundation | |||||||
| 30 Grant Ave Fl 7 | San Francisco | CA | 94108 | None | PC | Strand Theater Capital Campaign | $20,000 |
| American Jewish Joint Distribution Committee Inc | |||||||
| 711 Third Avenue | New York | NY | 10117 | None | PC | Better Together Neighborhoods of Arraba and Kiryat Shemona | $144,000 |
| California Institute Of Integral Studies | |||||||
| 1453 Mission Street 4th Floor | San Francisco | CA | 94103 | None | PC | Supporting Scholarships for deserving and disadvantaged students | $45,000 |
| Center for Arts Education | |||||||
| 266 West 37th Street 9th Floor | New York | NY | 10018 | None | PC | Teaching & Learning Initiatives | $40,000 |
| Congregation Emanu-El | |||||||
| Two Lake Street | San Francisco | CA | 94118 | None | PC | Young Adult Education Program 50% Unrestricted 50% | $300,000 |
| Family House | |||||||
| 50 Irving Street | San Francisco | CA | 94122 | None | PC | Capital Campaign and Food Program | $75,000 |
| Homeless Prenatal Program | |||||||
| 2500 18th Street | San Francisco | CA | 94110 | None | PC | General Operating Support | $20,000 |
| Jewish Community Relations Council | |||||||
| 121 Steuart Street 301 | San Francisco | CA | 94105 | None | PC | Behind the Scenes Gala | $250,000 |
| Jewish Vocational Service | |||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | None | PC | General Operating Support | $20,000 |
| New Seed Foundation | |||||||
| PO Box 61186 | Palo Alto | CA | 94303 | None | PC | General Support | $5,000 |
| Pro Publica Inc | |||||||
| 155 Avenue of Americas 13th Floor | New York | NY | 10013 | None | PC | In memory of Marion | $15,000 |
| San Francisco General Hospital - Capital Grant | |||||||
| 2789 25th Street Suite 2028 | San Francisco | CA | 94110 | None | PC | To rebuild project's Pediatric Ward and the 4 Pediatric beds in the emergency department | $2,000,000 |
| San Francisco MOMA | |||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | Access Study $100,000, Center for Photography $10,000,000, Education Fund $4,900,000 | $15,000,000 |
| Tipping Point Community | |||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | None | PC | 10th Anniversary campaign | $500,000 |
| University of California San Francisco - Distiguis | |||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | UCSF Center for Health Disparities | $1,500,000 |
| University of California San Francisco - Cardiolog | |||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Pritzker Cardiology Research Fund | $50,000 |
| University of California San Francisco - Child Tra | |||||||
| 220 Montgomery Street 5th floor | San Francisco | CA | 94104 | None | PC | Child Trauma Center | $1,015,000 |
| Yale University | |||||||
| Office of Development | New Haven | CT | 06510 | None | PC | Lens Media Laboratory | $4,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $24,999,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $358,713 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,854 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP ORDINARY INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11,657 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $586,569 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $586,569 | 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 FEES | CategoryTxt |
| Amt | $28,590 | Amt |
| Net Investment Income | $14,295 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,110 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| STEPHEN DOBBS |
| CONSULTANT |
| AMY RABBINO |
| CONSULTANT |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2010-03-12 | $3,601 | $3,480 | SL | 6 | $121 |
| COMPUTER EQUIPMENT | 2012-10-24 | $3,263 | $1,576 | SL | 6 | $652 |
| COMPUTER EQUIPMENT | 2013-01-11 | $1,803 | $722 | SL | 5 | $361 |
| COMPUTER EQUIPMENT | 2014-09-02 | $1,559 | $104 | SL | 5 | $312 |
| COMPUTER SOFTWARE | 2015-02-09 | $13,500 | SL | 3 | $4,125 | |
| WEBSITE | 2015-05-01 | $36,155 | SL | 3 | $8,034 | |
| BUILDING | 2009-07-29 | $11,282,335 | $1,579,222 | M39 | $289,279 | |
| LAND | 2009-07-29 | $4,835,286 | L |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY - CORPORATE BONDS | BondNm |
| EOY Book Value | $625,567 | EOYBookValueAmt |
| EOYFMV | $596,428 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - CORPORATE STOCKS | StockNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FARALLON CAPITAL INSTL. PTNRS. | $364,129 | $329,270 |
| FIDELITY | ||
| FCIP, LTD SPIN-OFF | $934 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $3,601 | $3,601 | |
| COMPUTER EQUIPMENT | $3,263 | $2,228 | $1,035 |
| COMPUTER EQUIPMENT | $1,803 | $1,083 | $720 |
| COMPUTER EQUIPMENT | $1,559 | $416 | $1,143 |
| COMPUTER SOFTWARE | $13,500 | $4,125 | $9,375 |
| WEBSITE | $36,155 | $8,034 | $28,121 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,317 | LegalFeesAmt |
| Disbursements Charitable Prps | $19,317 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM PROPERTY MGMT COMPANY | $25,353 | $1,000 | $1,000 |
| INTEREST RECEIVABLE | $4,680 | $0 | $0 |
| DUE FROM NORTHERN TRUST | $26 | $6 | $6 |
| DISTRIBUTION RECEIVABLE | $143,955 | $0 | $0 |
| DIVIDEND RECEIVABLE | $25,349 | $2,095 | $2,095 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP PORTFOLIO EXPENSES | $1,912 | $1,912 | |
| OFFICE EXPENSES | $2,885 | $2,734 | |
| PAYROLL EXPENSES | $335 | $335 | |
| IT TECHNICAL SUPPORT | $2,596 | $1,090 | |
| RENT AND ROYALTY EXPENSES | $198,103 | ||
| Rent and Royalty Expense | $198,103 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FLOW-THRU FARALLON CAPITAL PTRS ORD INC | $11,636 | $11,636 |
| FLOW-THRU FARALLON CAPITAL PTR OTHER INC | $21 | $21 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTO LIABILITY | Desc |
| BOY Book Value | $16,305 | BOYBookValueAmt |
| EOY Book Value | $36,899 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | $324,647 | $331,308 | |
| MANAGEMENT FEE | $2,335 | $2,335 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY OF STATE-ILLINOIS | $15 | $15 | |
| SECRETARY OF STATE-CALIFORNIA | $10 | $10 | |
| FOREIGN TAXES - PARTNERSHIPS | $72 | $72 | |
| PAYROLL TAXES | $24,240 | $24,240 | |
| CALIFORNIA TAXES | $160 | $160 | |
| FEDERAL EXCISE TAX ACCRUED | $804 |
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