BATTERY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BATTERY FOUNDATION (EIN 46-5476017)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-03
IRS object ID
202513079349302811
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-03T14:03:02-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941254756PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOOD & STRONG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12580 N 1ST ST STE 460AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95131ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465476017EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BATTERY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBATTBusinessNameControlTxt
Phone4152308000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1717 BATTERY STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY WUPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4152308000PhoneNum
Signature2025-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGA E KISRIEVPreparerPersonNm
PTINP01008919PTIN
Phone4089988400PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1BATTERY POWEREDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerTIMOTHY WUPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1717 BATTERY STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,839,004GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.THEBATTERYSF.COM/BATTERYPOWEREDWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,864,690PYContributionsGrantsAmt
CY Contributions Grants$2,758,105CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$75,673PYInvestmentIncomeAmt
CY Investment Income$80,899CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,940,363PYTotalRevenueAmt
CY Total Revenue$2,839,004CYTotalRevenueAmt
PY Grants And Similar Paid$2,919,633PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,066,892CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$335,754PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$444,077CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$106,811CYTotalFundraisingExpenseAmt
PY Other Expenses$192,669PYOtherExpensesAmt
CY Other Expenses$189,223CYOtherExpensesAmt
PY Total Expenses$3,448,056PYTotalExpensesAmt
CY Total Expenses$2,700,192CYTotalExpensesAmt
PY Revenues Less Expenses-$507,693PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$138,812CYRevenuesLessExpensesAmt
Total Assets BOY$2,502,711TotalAssetsBOYAmt
Total Assets EOY$2,182,166TotalAssetsEOYAmt
Total Liabilities BOY$1,495,532TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,036,175TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,007,179NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,145,991NetAssetsOrFundBalancesEOYAmt
MissionTO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,426,167ExpenseAmt
Grant$2,066,892GrantAmt
Revenue$0RevenueAmt
DescIN 2024, THE BATTERY FOUNDATION PROVIDED DONOR EDUCATION AND NEW GRANTS TOTALING $2.07 MILLION IN THE AREAS OF REUNITED STATES (OVERCOMING POLITICAL POLARIZATION FOR A STRONGER DEMOCRACY AND SOCIETY) AND SAN FRANCISCO RESURGENCE (ACCELERATING SAN FRANCISCO'S REVIVAL AS A CULTURALLY VIBRANT, ECONOMICALLY ROBUST, AND LIVABLE CITY).Desc
Total Program Service Expenses$2,426,167TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY WUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4152308000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1717 BATTERY STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
XOCHILTZIN BIRCH
PRESIDENT0.50Yes (X)Yes (X)$0$0$0
MICHAEL BIRCH
TREASURER0.50Yes (X)Yes (X)$0$0$0
DAN KINGSLEY
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JENI IZUEL
DIRECTOR0.50Yes (X)$0$0$0
SARA LOMELIN
DIRECTOR0.50Yes (X)$0$0$0
SARA GUILLERMO
DIRECTOR0.50Yes (X)$0$0$0
ADRIAN TIRTANADI
DIRECTOR0.50Yes (X)$0$0$0
TIMOTHY WU
EXECUTIVE DIRECTOR (FROM 5/8/24)40.00Yes (X)$148,307$0$6,971
JILL MINKUS
DIR OF GRANTS & IMPACT, INTERIM ED40.00$164,725$0$7,115Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$313,032TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$14,086TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,758,105AllOtherContributionsAmt
Noncash Contributions$31,716NoncashContributionsAmt
Total Contributions$2,758,105TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$80,899TotalRevenueColumnAmt
Exclusion$80,899ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,839,004TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$80,899ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,066,892TotalAmt
Program Services$2,066,892ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$155,278TotalAmt
Program Services$83,232ProgramServicesAmt
Management And General$35,060ManagementAndGeneralAmt
Fundraising$36,986FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$230,486TotalAmt
Program Services$122,851ProgramServicesAmt
Management And General$52,971ManagementAndGeneralAmt
Fundraising$54,664FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,601TotalAmt
Program Services$3,961ProgramServicesAmt
Management And General$924ManagementAndGeneralAmt
Fundraising$1,716FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,337TotalAmt
Program Services$12,802ProgramServicesAmt
Management And General$2,987ManagementAndGeneralAmt
Fundraising$5,548FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$30,375TotalAmt
Program Services$18,225ProgramServicesAmt
Management And General$4,253ManagementAndGeneralAmt
Fundraising$7,897FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$48,693TotalAmt
Management And General$48,693ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$59,729TotalAmt
Program Services$59,729ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,742TotalAmt
Program Services$44ProgramServicesAmt
Management And General$19,698ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,069TotalAmt
Program Services$8,069ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,478TotalAmt
Management And General$1,478ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
BOOKS/SUBSCRIPTION/REF$27,482$27,482
THEME EDUCATION/SPEAKER$11,997$11,997
PRINTING & PUBLICATION$10,573$10,573

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,460TotalAmt
Program Services$310ProgramServicesAmt
Management And General$1,150ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,700,192TotalAmt
Program Services$2,426,167ProgramServicesAmt
Management And General$167,214ManagementAndGeneralAmt
Fundraising$106,811FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$683,178BOYAmt
EOY$408,279EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,507,510BOYAmt
EOY$1,588,409EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$285,290BOYAmt
EOY$167,225EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,733BOYAmt
EOY$8,253EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt
EOY$10,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,502,711BOYAmt
EOY$2,182,166EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$66,282BOYAmt
EOY$27,093EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,429,250BOYAmt
EOY$1,009,082EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,495,532BOYAmt
EOY$1,036,175EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$998,406BOYAmt
EOY$1,107,468EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,773BOYAmt
EOY$38,523EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,007,179BOYAmt
EOY$1,145,991EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,502,711BOYAmt
EOY$2,182,166EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$138,812ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,325,657CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,445,233CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,817,423CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,864,690CurrentTaxYearMinus1YearAmt
Current Tax Year$2,758,105CurrentTaxYearAmt
Total$16,211,108TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,325,657CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,445,233CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,817,423CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,864,690CurrentTaxYearMinus1YearAmt
Current Tax Year$2,758,105CurrentTaxYearAmt
Total$16,211,108TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,096,732SubstantialContributorsTotAmt
Public Support Total170$14,114,376PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,362CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,844CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,859CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,673CurrentTaxYearMinus1YearAmt
Current Tax Year$80,899CurrentTaxYearAmt
Total$201,637TotalAmt
FieldValueIRS element (for citing)
Total Support$16,412,745TotalSupportAmt
Public Support CY1700.86000PublicSupportCY170Pct
Public Support PY1700.90510PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,700,192FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,700,192FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$285,010FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$71,253FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$305,195CurrentYearMinus3Amt
Current Year Minus2$323,748CurrentYearMinus2Amt
Current Year Minus1$322,403CurrentYearMinus1Amt
Current Year$285,010CurrentYearAmt
Total$1,236,356TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,854,534LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$10,000CurrentYearMinus2Amt
Current Year Minus1$10,000CurrentYearMinus1Amt
Total$20,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$76,299CurrentYearMinus3Amt
Current Year Minus2$80,937CurrentYearMinus2Amt
Current Year Minus1$80,601CurrentYearMinus1Amt
Current Year$71,253CurrentYearAmt
Total$309,090TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$463,635GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$10,000CurrentYearMinus1Amt
Total$10,000TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,903,728TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$64,724DonatedServicesAndUseFcltsAmt
Revenue Not Reported$64,724RevenueNotReportedAmt
Revenue Subtotal$2,839,004RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,839,004TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,764,916TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$64,724DonatedServicesUseFcltsAmt
Expenses Not Reported$64,724ExpensesNotReportedAmt
Expenses Subtotal$2,700,192ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,700,192TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BIPARTISAN POLICY CENTER ACTION
1225 I ST NW SUITE 1000WASHINGTONDC20005261299114501(C)(4)$190,536$0GENERAL SUPPORT
BRAVER ANGELS
733 THIRD AVENUE 16TH FLOORNEW YORKNY10017133400377501(C)(3)$128,855$0GENERAL SUPPORT
CHINESE CULTURE FOUNDATION OF SAN FRANCISCO
750 KEARNY ST 3RD FLOORSAN FRANCISCOCA94108941688190501(C)(3)$10,000$0GENERAL SUPPORT
CIVIC SPACE FOUNDATION
760 FELL STREETSAN FRANCISCOCA94117881045135501(C)(3)$246,193$0GENERAL SUPPORT
FREE PRESS
PO BOX 60238FLORENCEMA01062412106721501(C)(3)$147,951$0GENERAL SUPPORT
INNER SUNSET PARK NEIGHBORS
1032 IRVING STREET 511SAN FRANCISCOCA94122943115573501(C)(3)$10,000$0GENERAL SUPPORT
LA COCINA
2948 FOLSOM STREETSAN FRANCISCOCA94110593838549501(C)(3)$250,100$0GENERAL SUPPORT
LATINO MEDIA COLLABORATIVE
360 EAST 2ND STREET SUITE 800LOS ANGELESCA90012854098339501(C)(3)$10,000$0GENERAL SUPPORT
MEDIATORS FOUNDATION
2525 ARAPAHOE AVE SUITE E-4 509BOULDERCO80302043002588501(C)(3)$250,000$0GENERAL SUPPORT FOR THE ALGO (ALGORITHMS AND LARGE LANGUAGE MODELS FOR GOOD) INCUBATOR
MORE IN COMMON
115 BROADWAY ST FLOOR 7NEW YORKNY10002823043917501(C)(3)$246,202$0GENERAL SUPPORT FOR THE AMERICA'S SHARED VOICE PROJECT
NEW PUBLIC
1714 FRANKLIN STREET 110-326OAKLANDCA94612923173452501(C)(3)$10,000$0GENERAL SUPPORT
OAKLAND BALLET COMPANY
2201 BROADWAY SUITE LL17OAKLANDCA94612943395450501(C)(3)$10,000$0GENERAL SUPPORT
ONE AMERICA MOVEMENT
4450 MITCHELLVILLE RDBOWIEMD20716845006315501(C)(3)$10,000$0GENERAL SUPPORT
OTHERING & BELONGING INSTITUTE AT THE UNIVERSITY OF CALIFORNIA BERKELEY
460 STEPHENS HALL MC 2330BERKELEYCA94720946002123501(C)(3)$10,000$0GENERAL SUPPORT
SAN FRANCISCO BAY AREA THEATRE COMPANY
2781 24TH STSAN FRANCISCOCA94110471909563501(C)(3)$10,000$0GENERAL SUPPORT
SAN FRANCISCO HOUSING DEVELOPMENT CORPORATION
4439 THIRD STREETSAN FRANCISCOCA94124943090854501(C)(3)$152,168$0GENERAL SUPPORT FOR ECONOMIC DEVELOPMENT INITIATIVES IN SF'S FILLMORE NEIGHBORHOOD
SF NEW DEAL
60-29TH STREET 310SAN FRANCISCOCA94110942761808501(C)(3)$250,000$0GENERAL SUPPORT
TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION
201 EDDY STSAN FRANCISCOCA94102943050434501(C)(3)$104,088$0GENERAL SUPPORT FOR TNDC'S COMMUNITY ORGANIZING DEPARTMENT
THE ROXIE THEATER
3125 16TH STSAN FRANCISCOCA94103262408760501(C)(3)$10,000$0GENERAL SUPPORT
UNITED FOR RESPECT
2108 N STREET STE 4413SACRAMENTOCA95816834485353501(C)(4)$10,000$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org18Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationORGANIZATIONS IN RECEIPT OF A GRANT IN EXCESS OF $10,000 FROM THE BATTERY FOUNDATION ARE REQUIRED TO SUBMIT AN ANNUAL NARRATIVE AND FINANCIAL REPORT AS WELL AS A FINAL NARRATIVE AND FINANCIAL REPORT AT THE CONCLUSION OF THEIR GRANT. IN ADDITION, ONGOING COMMUNICATION WITH GRANTEES TAKES PLACE BETWEEN THESE FORMAL REPORTING PERIODS, AND INCLUDE IN SOME CASES SITE VISITS TO THE ORGANIZATIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JILL MINKUS
DIR OF GRANTS & IMPACT, INTERIM ED$164,725$0$0$0$0$0$6,589$0$526$0$171,840$0$0$0
TIMOTHY WU
EXECUTIVE DIRECTOR (FROM 5/8/24)$148,307$0$0$0$0$0$6,574$0$397$0$155,278$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$31,716NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHIS COLUMN REPRESENTS THE AMOUNT OF CONTRIBUTIONS MADE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2XOCHILTZIN AND MICHAEL BIRCH HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BATTERY FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. THE BOARD OF DIRECTORS (LESS THE FINANCIALLY INTERESTED PERSON(S)) REVIEWS CONFLICTS OF INTEREST AND MAKES THE DETERMINATION ON WHETHER A CONFLICT OF INTEREST EXISTS. PERSONS WITH A CONFLICT OF INTEREST ARE BARRED FROM PARTICIPATING IN ANY DECISIONS ON THE RELATED MATTER AND FROM VOTING ON ANY RELATED ISSUES.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DECIDED AND APPROVED BY THE FULL BOARD OF DIRECTORS IN 2017. AMPLIFIER STRATEGIES WAS ENGAGED AS A CONSULTANT AT THAT TIME AND SUPPORTED COMPENSATION REVIEW. SINCE THEN AMPLIFIER HAS NOT BEEN ENGAGED, AND TWO ADJUSTMENTS HAVE BEEN MADE TO THE EXECUTIVE DIRECTOR SALARY: A COST OF LIVING ADJUSTMENT OF 3% WAS MADE FOR 2018; A COST OF LIVING AND PERFORMANCE INCREASE OF 4.5% IN 2020; A COST OF LIVING ADJUSTMENT OF 2.3% WAS MADE TO THE EXECUTIVE DIRECTOR SALARY EFFECTIVE JANUARY 1, 2023. COST OF LIVING INCREASES ARE MADE IN LINE WITH THE CONSUMER PRICE INDEX FROM THE BUREAU OF LABOR STATISTICS FOR THE SAN FRANCISCO AREA. THE EXECUTIVE DIRECTOR'S SALARY WAS RECENTLY REVIEWED AGAINST DATA SETS FOR EXECUTIVE DIRECTORS OF NON PROFIT ORGANIZATIONS IN SAN FRANCISCO WITH 15+ YEARS EXPERIENCE AND THE BOARD FOUND THE CURRENT SALARY REMAINS WITHIN THE COMPETITIVE RANGE FOR THE AREA. IN JUNE 2023, THE DIRECTOR OF GRANTS ASSUMED THE POSITION OF INTERIM EXECUTIVE DIRECTOR. THE SALARY FOR THE INTERIM EXECUTIVE DIRECTOR, ESTABLISHED BY THE BOARD OF DIRECTORS, WAS COMPARABLE TO THE STARTING SALARY FOR THE EXECUTIVE DIRECTOR POSITION ESTABLISHED IN 2017. IN MAY 2024, THE ORGANIZATION APPOINTED A NEW EXECUTIVE DIRECTOR. PRIOR TO THE HIRE, THE BOARD ENGAGED A PRO-BONO EXECUTIVE SEARCH FIRM, WHICH PROVIDED COMPARABILITY DATA FOR SIMILAR BAY AREA POSITIONS. THE BOARD RELIED ON THIS INFORMATION IN ESTABLISHING AND APPROVING THE EXECUTIVE DIRECTOR'S INITIAL COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19AUDITED FINANCIAL STATEMENTS AND ANNUAL FORM 990 ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).

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