SUSTAINABLE GRANT MAKING PARTNERS FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUSTAINABLE GRANT MAKING PARTNERS FUND (EIN 47-3287351)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349103677
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:22:13-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Pine Street Suite 1750 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473287351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sustainable Grant Making Partners Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUST | BusinessNameControlTxt |
| Phone | 4152889535 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Blackfield Drive 259 | AddressLine1Txt |
| City | Tiburon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Gold | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Erik Satow | PreparerPersonNm |
| PTIN | P01410341 | PTIN |
| Phone | 4159830200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,453,587 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $117,425 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $117,425 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $381,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $381,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,176,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,861,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,176,213 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $323,177 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $325,551 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,998,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,000,868 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $237,078 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $237,078 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $72,668 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $72,668 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,887 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,887 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $80 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,059 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,301 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $301 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,990 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $15,990 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,420 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,420 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,884 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,406 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $467,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $389,529 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,476,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,476,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,943,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,865,529 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,943,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $381,099 | CashBOYAmt |
| Cash EOY | $311,445 | CashEOYAmt |
| Cash EOYFMV | $311,445 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $713,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,232,684 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,232,684 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $754,658 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $649,716 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $658,452 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,525,412 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,371,844 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,171,756 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $786,638 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $786,636 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $778,755 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,091,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,068,438 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,924,265 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $376,230 | OtherAssetsBOYAmt |
| Other Assets EOY | $376,230 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $376,230 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,629,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,796,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,453,587 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $13,296 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $13,296 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,629,186 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,783,697 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,629,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,783,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,629,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,796,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,629,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100,000 | OtherIncreasesAmt |
| Subtotal | $22,783,697 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,783,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Sale of Publicly Traded Securities | P | 2000-01-01 | 2024-12-31 | $7,192,480 | $6,681,853 | $510,627 | $510,627 |
| Capital Gain Distributions | P | 2000-01-01 | 2024-12-31 | $448,102 | $448,102 | $448,102 | |
| Cap Gains from Psps - UBI | P | 2000-01-01 | 2024-12-31 | $3,875 | -$3,875 | -$3,875 | |
| ST/LT Cap Gain fr Pshp reported on 990-T | P | 2000-01-01 | 2024-12-31 | $217,484 | $217,484 | $217,484 | |
| Cap Gains fr Psps reported on 990-T | P | 2000-01-01 | 2024-12-31 | $3,875 | $3,875 | $3,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,176,213 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,016 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,016 | SubtotalAmt |
| Tax Based On Investment Income | $27,016 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,321 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $43,321 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $16,305 | OverpaymentAmt |
| Applied To ES Tax | $16,305 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | DE | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven Gold | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152889535 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Blackfield Drive 259 | AddressLine1Txt |
| City | Tiburon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94920 | 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 | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Steven Gold | |||||||
| 1 Blackfield Drive 259 | Tiburon | CA | 94920 | President | 30.00 | $168,500 | $58,578 |
| Aaron Gold | |||||||
| 1 Blackfield Drive 259 | Tiburon | CA | 94920 | Director | 0.10 | $10,000 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ronald Chu | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1007 General Kennedy Ave Ste 220 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Accountant | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $72,668 | CompensationAmt |
| Employee Benefits | $14,116 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,618,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $488,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,566,945 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,674,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $35,674,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $535,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,139,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,756,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,756,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,016 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,016 | TotalTaxAmt |
| Distributable Before Adj | $1,729,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,829,942 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,829,942 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,865,529 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,865,529 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,829,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,511,268 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,865,529 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,511,268 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $354,261 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,475,681 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Larkin Street Youth Services | |||||||
| 134 Golden Gate Avenue | San Francisco | CA | 94102 | N/A | PC | General Operating Support | $10,000 |
| SOAR for Youth | |||||||
| PO Box 1291 | Berkeley | CA | 94701 | N/A | PC | SOAR 2024 Programs | $25,000 |
| Aim High | |||||||
| PO Box 410715 | San Francisco | CA | 94141 | N/A | PC | Aim High Summer Magic: 2024 Summer Enrichment | $20,000 |
| Center for Investigative Reporting | |||||||
| 222 Sutter Street 6th Floor | San Francisco | CA | 94108 | N/A | PC | General Operating Support | $20,000 |
| Tech Exchange | |||||||
| PO Box 27422 | Oakland | CA | 94602 | N/A | PC | Tech Exchange-General Support | $15,000 |
| Center for Media Democracy | |||||||
| POBox259010 | Madison | WI | 53725 | N/A | PC | Strategic Litigation and Research | $25,000 |
| Campaign Legal Center Inc | |||||||
| 1104 14th Street NW Suite 400 | Washington | DC | 20005 | N/A | PC | General Operating Support | $50,000 |
| The Brandeis School | |||||||
| 655 Brotherhood Way | San Francisco | CA | 94132 | N/A | PC | Tzedek Fund 2023-2024 | $1,000 |
| Earthjustice | |||||||
| 50 California Street Suite 500 | San Francisco | CA | 94111 | N/A | PC | General Operating Support | $35,000 |
| Project on Government Oversight | |||||||
| 1100 13th St NW Suite 800 | Washington | DC | 20005 | N/A | PC | Preventing The Weaponization Of Government | $50,000 |
| CenterforBiologicalDiversity | |||||||
| POBox710 | Tucson | AZ | 85702 | N/A | PC | 2025 Campaigns to Defend Our Climate | $25,000 |
| SF-Marin Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | N/A | PC | General Support | $15,000 |
| Meals on Wheels San Francisco | |||||||
| 2142 Jerrold Avenue | San Francisco | CA | 94124 | N/A | PC | General Support | $15,000 |
| Alameda County Community Food Bank | |||||||
| PO Box 2599 | Oakland | CA | 94614 | N/A | PC | General Support | $15,000 |
| Redwood Empire Food Bank | |||||||
| 3990 Brickway Blvd | Santa Rosa | CA | 95403 | N/A | PC | General Support | $15,000 |
| Food Bank of Contra Costa Solano | |||||||
| PO Box 610877 | San Jose | CA | 95161 | N/A | PC | General Operating Support | $15,000 |
| Northwestern University | |||||||
| 1201 Davis Street | Evanston | IL | 60208 | N/A | PC | FOIA Practicum Fund | $62,500 |
| Marin CASA | |||||||
| 1401 Los Gamos Drive Ste130 | San Rafael | CA | 94903 | N/A | PC | General Support | $5,000 |
| Center for Reproductive Rights | |||||||
| 199 Water Street 22nd Fl | New York | NY | 10038 | N/A | PC | General Support | $5,000 |
| CASA of Contra Costa County | |||||||
| 2151 Salvio St Ste 295 | Concord | CA | 94520 | N/A | PC | General Operating Support | $60,000 |
| Count MI Vote Education Fund | |||||||
| d/b/a Voters Not Politicians | Lansing | MI | 48901 | N/A | PC | General Support | $15,000 |
| Realize Impact - Circe Biosciense | |||||||
| 271 Winslow Way E 11548 | Bainbridge Island | WA | 98110 | N/A | PC | Research utilizing microbes to eat carbon dioxide to formulate food product | $100,500 |
| Realize Impact - Power to Hydrogen | |||||||
| 271 Winslow Way E 11548 | Bainbridge Island | WA | 98110 | N/A | PC | Research innovative electrolysis technology to produce clean hydrogen from renewable energy sources | $200,500 |
| Tyfast Energy Corp | |||||||
| 12559 El Caminio Real | San Diego | CA | 92140 | N/A | NC | Scientific research on high performance electrolytes for ultra-fast charging and ultralong cycle life batteries. | $75,000 |
| The Brandeis School | |||||||
| 655 Brotherhood Way | San Francisco | CA | 94132 | N/A | PC | Sports Fund | $1,000 |
| BioQ Parma Inc | |||||||
| 1325 Howard St | San Francisco | CA | 94103 | N/A | NC | Research reduction of air in medicinal drug delivery to increase patient safety | $100,000 |
| Realize Impact - TandemPV | |||||||
| 271 Winslow Way E 11548 | Bainbridge Island | WA | 98110 | N/A | PC | Research Perovskites to increase solar panel efficiency and durability | $100,500 |
| Sparkz Inc | |||||||
| 5625 Brisa St Ste B | Livermore | CA | 94550 | N/A | NC | Research coatings to minimize LFP battery cathode degradation | $100,000 |
| Nutrition From Water | |||||||
| 8 The Green Ste R | Dover | DE | 19901 | N/A | NC | Research microalgae technology to create nutrient-dense non-GMO nutrition products | $125,000 |
| Assistive Technology Development In | |||||||
| 3431 Hotchkiss Court | Loveland | CO | 80538 | N/A | NC | Research the optimal clinical methodologies for orthopedic rehabilitation | $75,000 |
| CarbonBridge Inc | |||||||
| 2 Cedar St 9th Floor | Newark | NJ | 07102 | N/A | NC | Research bioreactors to convert polluting waste gases into usable products such as methanol | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,476,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,425 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $381,679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$3,875 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,180,088 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Other Investment Inc. | 18 | $6,057 | ||
| Partnership Income | 14 | $330,869 | 900099 | -$13,749 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$17,624 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,016,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,998,494 | 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 Services | CategoryTxt |
| Amt | $80 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $80 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tyfast Energy Corp | |||||||||||
| 12559 El Caminio Real | San Diego | CA | 92140 | 2024-06-03 | $75,000 | Research: ultra-fast charging & ultralong cycle life battery | $75,000 | No | Various | 2000-01-01 | No portion of the funds were diverted from the purpose of the grant (s) to the acknowledge of the grantor. |
| Sparkz Inc | |||||||||||
| 5625 Brisa St Ste B | Livermore | CA | 94550 | 2024-06-25 | $100,000 | Research coatings to minimize LFP battery cathode degrad. | $100,000 | No | Various | 2000-01-01 | No portion of the funds were diverted from the purpose of the grant (s) to the acknowledge of the grantor. |
| Nutrition From Water | |||||||||||
| 8 The Green Ste R | Dover | DE | 19901 | 2024-08-30 | $125,000 | Research microalgae technology: nutrient-dense non-GMO | $125,000 | No | Various | 2000-12-31 | No portion of the funds were diverted from the purpose of the grant (s) to the acknowledge of the grantor. |
| CarbonBridge Inc | |||||||||||
| 2 Cedar St 9th Floor | Newark | NJ | 07102 | 2024-10-07 | $100,000 | Research bioreactors to convert polluting waste gases | $100,000 | No | Various | 2024-12-31 | No portion of the funds were diverted from the purpose of the grant (s) to the acknowledge of the grantor. |
| BioQ Parma Inc | |||||||||||
| 1325 Howard St | San Francisco | CA | 94103 | 2024-10-11 | $100,000 | Research reduction of air in medicinal drug delivery | $100,000 | No | Various | 2000-01-01 | No portion of the funds were diverted from the purpose of the grant (s) to the acknowledge of the grantor. |
| Assistive Technology Development In | |||||||||||
| 3431 Hotchkiss Court | Loveland | CO | 80538 | 2024-12-09 | $75,000 | Research orthopedic rehabilitation methodologies | $75,000 | No | Various | 2000-01-01 | No portion of the funds were diverted from the purpose of the grant (s) to the acknowledge of the grantor. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds - See Attachment | BondNm |
| EOY Book Value | $786,636 | EOYBookValueAmt |
| EOYFMV | $778,755 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Common Stock - See Attachment | StockNm |
| EOY Book Value | $6,371,844 | EOYBookValueAmt |
| EOYFMV | $12,171,756 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $649,716 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $658,452 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Limited Partnerships - See Attachment | AT COST | $1,291,842 | $1,387,131 |
| Private Equity - See Attachment | AT COST | $1,469,229 | $1,469,225 |
| Amer. Deposit. Receipts - See Attachment | AT COST | $216,799 | $261,112 |
| Mutual Funds - See Attachment | AT COST | $630,936 | $1,655,375 |
| Index Funds - See Attachment | AT COST | $1,814,982 | $4,454,150 |
| Int'l Index Funds - See Attachment | AT COST | $3,760,709 | $6,434,759 |
| Hedge Funds - See Attachment | AT COST | $811,745 | $1,000,954 |
| Private Notes - See Attachment | AT COST | $50,000 | $50,000 |
| RE Related Investments - See Attachment | AT COST | $2,022,196 | $2,211,559 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposit Refundable | Desc |
| BOY Book Value | $1,230 | BOYBookValueAmt |
| EOY Book Value | $1,230 | EOYBookValueAmt |
| EOYFMV | $1,230 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR Processing Fees | $256 | $256 | |
| Bank Service Charges | $915 | $915 | |
| Dues/Memberships | $4,489 | $4,489 | |
| Equipment | $2,896 | $2,896 | |
| Filing Fees | $385 | $385 | |
| Insurance | $565 | $565 | |
| Maintenance Contracts | $6,425 | $6,425 | |
| Miscellaneouse Expenses | $1,050 | $50 | |
| Office Expenses | $378 | $378 | |
| Office Storage | $7,736 | $7,736 | |
| Payroll Processing Fee | $803 | $803 | |
| Postage | $332 | $332 | |
| PSP Expenses | $2,838 | $2,628 | |
| Subscriptions | $338 | $338 | |
| Supplies | $471 | $471 | |
| Telephone | $2,623 | $2,623 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Inc. | $6,057 | $6,057 |
| Partnership Income | $317,120 | $319,494 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recovered Grant | Desc |
| Amt | $100,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisor Fees | CategoryTxt |
| Amt | $54,059 | Amt |
| Net Investment Income | $54,059 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $20,000 | |
| Foreign Tax on Dividends | $301 | $301 |
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