2025-11-03T14:03:02-06:00 2024-12-31 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2024-01-01 465476017 THE BATTERY FOUNDATION BATT 4152308000 717 BATTERY STREET SAN FRANCISCO CA 94111 TIMOTHY WU EXECUTIVE DIRECTOR 4152308000 2025-10-29 1 1 MAGA E KISRIEV P01008919 4089988400 2024 2025-03-06 01:10:19Z BATTERY POWERED TIMOTHY WU 717 BATTERY STREET SAN FRANCISCO CA 94111 2839004 0 X WWW.THEBATTERYSF.COM/BATTERYPOWERED X 2014 CA TO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES. 7 7 5 9 0 0 2864690 2758105 0 0 75673 80899 0 0 2940363 2839004 2919633 2066892 0 0 335754 444077 0 0 106811 192669 189223 3448056 2700192 -507693 138812 2502711 2182166 1495532 1036175 1007179 1145991 TO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES. 0 0 2426167 2066892 0 IN 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). 2426167 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X TIMOTHY WU 4152308000 717 BATTERY STREET SAN FRANCISCO CA 94111 XOCHILTZIN BIRCH PRESIDENT 0.50 X X 0 0 0 MICHAEL BIRCH TREASURER 0.50 X X 0 0 0 DAN KINGSLEY SECRETARY 1.00 X X 0 0 0 JENI IZUEL DIRECTOR 0.50 X 0 0 0 SARA LOMELIN DIRECTOR 0.50 X 0 0 0 SARA GUILLERMO DIRECTOR 0.50 X 0 0 0 ADRIAN TIRTANADI DIRECTOR 0.50 X 0 0 0 TIMOTHY WU EXECUTIVE DIRECTOR (FROM 5/8/24) 40.00 X 148307 0 6971 JILL MINKUS DIR OF GRANTS & IMPACT, INTERIM ED 40.00 X 164725 0 7115 313032 0 14086 2 0 1 0 0 2758105 31716 2758105 80899 80899 2839004 0 0 80899 2066892 2066892 155278 83232 35060 36986 230486 122851 52971 54664 6601 3961 924 1716 21337 12802 2987 5548 30375 18225 4253 7897 48693 48693 59729 59729 19742 44 19698 8069 8069 1478 1478 BOOKS/SUBSCRIPTION/REF 27482 27482 THEME EDUCATION/SPEAKER 11997 11997 PRINTING & PUBLICATION 10573 10573 1460 310 1150 2700192 2426167 167214 106811 683178 408279 1507510 1588409 285290 167225 16733 8253 10000 10000 2502711 2182166 66282 27093 1429250 1009082 1495532 1036175 X 998406 1107468 8773 38523 1007179 1145991 2502711 2182166 138812 0 X 0 1 X 1 0 X 3325657 3445233 3817423 2864690 2758105 16211108 3325657 3445233 3817423 2864690 2758105 16211108 2096732 14114376 28362 4844 11859 75673 80899 201637 16412745 0.86000 0.90510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2700192 2700192 285010 71253 0 0 305195 323748 322403 285010 1236356 1854534 10000 10000 20000 76299 80937 80601 71253 309090 463635 10000 10000 0 X 2903728 64724 64724 2839004 0 2839004 2764916 64724 64724 2700192 0 2700192 PART X, LINE 2: THE 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. 1 BIPARTISAN POLICY CENTER ACTION 1225 I ST NW SUITE 1000 WASHINGTON DC 20005 261299114 501(C)(4) 190536 0 GENERAL SUPPORT BRAVER ANGELS 733 THIRD AVENUE 16TH FLOOR NEW YORK NY 10017 133400377 501(C)(3) 128855 0 GENERAL SUPPORT CHINESE CULTURE FOUNDATION OF SAN FRANCISCO 750 KEARNY ST 3RD FLOOR SAN FRANCISCO CA 94108 941688190 501(C)(3) 10000 0 GENERAL SUPPORT CIVIC SPACE FOUNDATION 760 FELL STREET SAN FRANCISCO CA 94117 881045135 501(C)(3) 246193 0 GENERAL SUPPORT FREE PRESS PO BOX 60238 FLORENCE MA 01062 412106721 501(C)(3) 147951 0 GENERAL SUPPORT INNER SUNSET PARK NEIGHBORS 1032 IRVING STREET 511 SAN FRANCISCO CA 94122 943115573 501(C)(3) 10000 0 GENERAL SUPPORT LA COCINA 2948 FOLSOM STREET SAN FRANCISCO CA 94110 593838549 501(C)(3) 250100 0 GENERAL SUPPORT LATINO MEDIA COLLABORATIVE 360 EAST 2ND STREET SUITE 800 LOS ANGELES CA 90012 854098339 501(C)(3) 10000 0 GENERAL SUPPORT MEDIATORS FOUNDATION 2525 ARAPAHOE AVE SUITE E-4 509 BOULDER CO 80302 043002588 501(C)(3) 250000 0 GENERAL SUPPORT FOR THE ALGO (ALGORITHMS AND LARGE LANGUAGE MODELS FOR GOOD) INCUBATOR MORE IN COMMON 115 BROADWAY ST FLOOR 7 NEW YORK NY 10002 823043917 501(C)(3) 246202 0 GENERAL SUPPORT FOR THE AMERICA'S SHARED VOICE PROJECT NEW PUBLIC 1714 FRANKLIN STREET 110-326 OAKLAND CA 94612 923173452 501(C)(3) 10000 0 GENERAL SUPPORT OAKLAND BALLET COMPANY 2201 BROADWAY SUITE LL17 OAKLAND CA 94612 943395450 501(C)(3) 10000 0 GENERAL SUPPORT ONE AMERICA MOVEMENT 4450 MITCHELLVILLE RD BOWIE MD 20716 845006315 501(C)(3) 10000 0 GENERAL SUPPORT OTHERING & BELONGING INSTITUTE AT THE UNIVERSITY OF CALIFORNIA BERKELEY 460 STEPHENS HALL MC 2330 BERKELEY CA 94720 946002123 501(C)(3) 10000 0 GENERAL SUPPORT SAN FRANCISCO BAY AREA THEATRE COMPANY 2781 24TH ST SAN FRANCISCO CA 94110 471909563 501(C)(3) 10000 0 GENERAL SUPPORT SAN FRANCISCO HOUSING DEVELOPMENT CORPORATION 4439 THIRD STREET SAN FRANCISCO CA 94124 943090854 501(C)(3) 152168 0 GENERAL SUPPORT FOR ECONOMIC DEVELOPMENT INITIATIVES IN SF'S FILLMORE NEIGHBORHOOD SF NEW DEAL 60-29TH STREET 310 SAN FRANCISCO CA 94110 942761808 501(C)(3) 250000 0 GENERAL SUPPORT TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION 201 EDDY ST SAN FRANCISCO CA 94102 943050434 501(C)(3) 104088 0 GENERAL SUPPORT FOR TNDC'S COMMUNITY ORGANIZING DEPARTMENT THE ROXIE THEATER 3125 16TH ST SAN FRANCISCO CA 94103 262408760 501(C)(3) 10000 0 GENERAL SUPPORT UNITED FOR RESPECT 2108 N STREET STE 4413 SACRAMENTO CA 95816 834485353 501(C)(4) 10000 0 GENERAL SUPPORT 18 2 PART I, LINE 2: ORGANIZATIONS 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. X X 0 0 0 0 0 0 0 0 0 JILL MINKUS DIR OF GRANTS & IMPACT, INTERIM ED 164725 0 0 0 0 0 6589 0 526 0 171840 0 0 0 TIMOTHY WU EXECUTIVE DIRECTOR (FROM 5/8/24) 148307 0 0 0 0 0 6574 0 397 0 155278 0 0 0 X 3 31716 FMV 0 0 0 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE AMOUNT OF CONTRIBUTIONS MADE. FORM 990, PART VI, SECTION A, LINE 2 XOCHILTZIN AND MICHAEL BIRCH HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE 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 15A THE 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 19 AUDITED FINANCIAL STATEMENTS AND ANNUAL FORM 990 ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).