BETA

GERSON BAKAR FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GERSON BAKAR FOUNDATION (EIN 94-2949602)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-04
IRS object ID
201503089349100730
Schema version
2014v5.0
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)
Return2015-11-04T17:32:15-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 MISSION STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942949602EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GERSON BAKAR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGERSBusinessNameControlTxt
Phone4155768100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE LOMBARD STREET NO 202AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA BASS BAKARPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4155768100PhoneNum
Signature2015-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOAN S MCMAHONPreparerPersonNm
PTINP00966494PTIN
Phone4157834000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$103,168,917FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,304,499ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,705InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,705InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$793,448DividendsRevAndExpnssAmt
Dividends Net Invst Incm$793,448DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$206,174NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$605,801GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,873,560CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,151,893OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,141,911OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$25,459,719TotalRevAndExpnssAmt
Total Net Invst Incm$4,812,624TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$184,888OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$184,888OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,663AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,662AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$85,268TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,681TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,761TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$759DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$87,522OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$87,522OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$151,671OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$190,906OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20,404OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$535,433TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$206,250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$307,237TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,061,158ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,061,158ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,596,591TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$206,250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,368,395TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,863,128ExcessRevenueOverExpensesAmt
Net Investment Income$4,606,374NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$209,570CashBOYAmt
Cash EOY$775,039CashEOYAmt
Cash EOYFMV$775,039CashEOYFMVAmt
Sav And Temp Cash Invst BOY$12,494,938SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,431,437SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,431,437SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$47,153,558CorporateStockBOYAmt
Corporate Stock EOY$56,230,844CorporateStockEOYAmt
Corporate Stock EOYFMV$56,230,844CorporateStockEOYFMVAmt
Other Investments BOY$23,174,651OtherInvestmentsBOYAmt
Other Investments EOY$22,698,003OtherInvestmentsEOYAmt
Other Investments EOYFMV$22,698,003OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$233,251LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$232,670LandBldgEquipAccumDeprecAmt
Land BOY$1,340LandBOYAmt
Land EOY$581LandEOYAmt
Land EOYFMV$581LandEOYFMVAmt
Other Assets BOY$21,719OtherAssetsBOYAmt
Other Assets EOY$33,013OtherAssetsEOYAmt
Other Assets EOYFMV$33,013OtherAssetsEOYFMVAmt
Total Assets BOY$83,055,776TotalAssetsBOYAmt
Total Assets EOY$103,168,917TotalAssetsEOYAmt
Total Assets EOYFMV$103,168,917TotalAssetsEOYFMVAmt
Accounts Payable BOY$66,667AccountsPayableBOYAmt
Total Liabilities BOY$66,667TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$82,989,109UnrestrictedBOYAmt
Unrestricted EOY$103,168,917UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$82,989,109TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$103,168,917TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$83,055,776TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$103,168,917TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$82,989,109TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,863,128ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$104,852,237SubtotalAmt
Other Decreases$1,683,320OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$103,168,917TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PORTFOLIO GAIN (LOSS)D$605,801$198,507$407,294$407,294
PARTNERSHIP GAIN (LOSS)P$2,501,007$2,501,007
DISPOSITION OF HCP CREDIT DISLOCATION FUND-A, L.PP-$11,122-$11,122
DISPOSITION OF WALTER SCOTT INTERNATIONAL FUND, LLCP-$23,619-$23,619
FieldValueIRS element (for citing)
Capital Gain Net Income$2,873,560CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,838,262AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$74,959,060NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037864DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,615,431AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$55,207,702NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047374DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,405,240AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$49,003,946NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049083DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,036,121AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$48,655,990NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041847DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,114,512AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$45,962,938NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.067761DistributionYr5Rt
Total Distribution0.243929TotalDistributionRt
Average Distribution0.048786AverageDistributionRt
Net Vl Noncharitable Assets$85,851,187NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,188,336AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$46,064NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,234,400AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,368,395QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$92,127InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$92,127SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$92,127TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$103,826EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$10,000AppliedToEsTaxAmt
Total Payments And Credits$113,826TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$21,699OverpaymentAmt
Applied To ES Tax$21,699AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBARBARA BASS BAKARIndividualWithBooksNm
Phone4155768100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE LOMBARD STREET 202AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERSON BAKAR
ONE LOMBARD STREET SUITE 202SAN FRANCISCOCA94111EXECUTIVE VICE PRESIDENT1.00$0$0$0
BARBARA BASS BAKAR
ONE LOMBARD STREET SUITE 202SAN FRANCISCOCA94111CHAIR/PRESIDENT/DIRECTOR1.00$0$0$0
RICHARD L GREENE
ONE LOMBARD STREET SUITE 202SAN FRANCISCOCA94111DIRECTOR1.00$0$0$0
NALRAJ GOUNDAR
ONE LOMBARD STREET SUITE 202SAN FRANCISCOCA94111TREASURER1.00$0$0$0
ANNE BAKAR
ONE LOMBARD STREET SUITE 202SAN FRANCISCOCA94111DIRECTOR1.00$0$0$0
PHYLLIS COOK
ONE LOMBARD STREET SUITE 202SAN FRANCISCOCA94111DIRECTOR1.00$0$0$0
NANCI FREDKIN
ONE LOMBARD STREET SUITE 202SAN FRANCISCOCA94111DIRECTOR1.00$0$0$0
KATHLEEN MCCORMICK
ONE LOMBARD STREET SUITE 202SAN FRANCISCOCA94111DIRECTOR1.00$0$0$0
TED DIENSTFREY
ONE LOMBARD STREET SUITE 202SAN FRANCISCOCA94111SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,196,125AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$78,962,440FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$87,158,565TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$87,158,565AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,307,378CashDeemedCharitableAmt
Net Vl Noncharitable Assets$85,851,187NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,292,559MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,292,559MinimumInvestmentReturnAmt
Tax Based On Investment Income$92,127TaxBasedOnInvestmentIncomeAmt
Income Tax$747IncomeTaxAmt
Total Tax$92,874TotalTaxAmt
Distributable Before Adj$4,199,685DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,199,685DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,199,685DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,368,395ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,368,395QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,368,395AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,199,685DistributableAsAdjustedAmt
Undistributed Income PY$3,278,105UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,368,395QualifyingDistributionsAmt
Applied To Year1$3,278,105AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$90,290AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,109,395UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGERSON BAKARContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHIEVE FOUNDATION
1 LOMBARD STREET SUITE 202SAN FRANCISCOCA94111PFGENERAL SUPPORT$2,250
ANHS INSTRUMENTAL MUSIC BOOSTERS
26895 ALISO CREEK ROAD B-682ALISO VIEJOCA92656PCGENERAL SUPPORT$850
BAY NATURE INSTITUTE
1328 6TH STREET 2BBERKELEYCA94710PCGENERAL SUPPORT$250
BERKELEY PARTNERS FOR PARKS-ECCGN
PO BOX 2053EL CERRITOCA94530PCGENERAL SUPPORT$500
CENTER FOR INDEPENDENT LIVING
3075 ADELINE STREET SUITE 110BERKELEYCA94703PCGENERAL SUPPORT$500
CHAMPION CHARITIES (DBA HRJ CHARITIES)
555 BRYANT STREET 230BRYANTCA94301PCGENERAL SUPPORT$25,000
CHILDREN INC
4205 DOVER ROADRICHMONDVA23221PCGENERAL SUPPORT$1,000
EPISCOPAL COMMUNITY SERVICES
165 EIGHTH STREET 3RD FLOORSAN FRANCISCOCA94103PCGENERAL SUPPORT$2,000
ENVIRONMENTAL DEFENSE FUND
PO BOX 5055HAGERSTOWNMD21741PCGENERAL SUPPORT$50
GUIDE DOGS FOR THE BLIND
PO BOX 3950SAN RAFAELCA94912PCGENERAL SUPPORT$25
HABITAT FOR HUMANITY
2619 BROADWAYOAKLANDCA94612PCGENERAL SUPPORT$50
HERCULES RUNNING REBELS
109 SUNFLOWER COURTHERCULESCA94547PCGENERAL SUPPORT$100
HILLSDALE COLLEGE
33 E COLLEGE STREETHILLSDALEMI49242PCGENERAL SUPPORT$100
HOUSING INDUSTRY FOUNDATION
538-A VALLEY WAYMILPITASCA95035PCGENERAL SUPPORT$250
HUMBOLDT STATE UNIVERSITY OFFICE OF ADVANCEMENT
1 HARPST STREETARCATACA95521PCGENERAL SUPPORT$100
INTERNATIONAL HOUSE
2299 PIEDMONT AVENUEBERKELEYCA94720PCGENERAL SUPPORT$500
INTERNATIONAL WOLF CENTER
3410 WINNETKA AVENUE N STE 101MINNEAPOLISMN55427PCGENERAL SUPPORT$40
JEWISH FAMILY & CHILDREN'S SVCS
2150 POST STREETSAN FRANCISCOCA94115PCGENERAL SUPPORT$250
KELSEY ST PRESS
2824 KELSEY STREETBERKELEYCA94705PCGENERAL SUPPORT$500
KQED
PO BOX 7618SAN FRANCISCOCA94120PCGENERAL SUPPORT$25
LORD'S GYM
PO BOX 619048ROSEVILLECA95661PCGENERAL SUPPORT$250
LORRAINE HANSBERRY THEATRE (DBA SEW PRODUCTIONS INC)
777 JONES STREETSAN FRANCISCOCA94109PCGENERAL SUPPORT$750
MARINE MAMMAL CENTER
2000 BUNKER ROADSAUSALITOCA94965PCGENERAL SUPPORT$25
MORAGA EDUCATIONAL FOUNDATION
PO BOX 34MORAGACA94556PCGENERAL SUPPORT$2,000
NATIONAL WILDLIFE FEDERATION
PO BOX 1691MERRIFIELDVA22116PCGENERAL SUPPORT$25
NATURE CONSERVANCY
PO BOX 6015ALBERT LEAMN56007PCGENERAL SUPPORT$25
NEXT STEP LEARNING CENTER
2222 CURTIS STREETOAKLANDCA94607PCGENERAL SUPPORT$100
OFF BROADWAY WEST THEATRE
376 STATEN AVENUE 1OAKLANDCA94610PCGENERAL SUPPORT$1,000
PEACEFUL VALLEY DONKEY RESCUE
PO BOX 5741SAN ANGELOTX76902PCGENERAL SUPPORT$50
PRISON UNIVERSITY PROJECT
PO BOX 492SAN QUENTINCA94964PCGENERAL SUPPORT$250
ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUESAN FRANCISCOCA94102GROUPGENERAL SUPPORT$500
ST FRANCIS CENTER
151 BUCKINGHAM AVENUEREDWOOD CITYCA94063PCGENERAL SUPPORT$500
ST JOHN'S COLLEGE
1160 CAMINO CRUZ BLANCASANTA FENM87505PCGENERAL SUPPORT$500
SALVATION ARMY - SO CAL DIVISION
180 E OCEAN BOULEVARDLONG BEACHCA90802PCGENERAL SUPPORT$2,000
SAN FRANCISCO AIDS FOUNDATION
1035 MARKET STREET SUITE 400SAN FRANCISCOCA94103PCGENERAL SUPPORT$250
SAN FRANCISCO FIREFIGHTERS TOY DRIVE PROGRAM
1139 MISSION STREETSAN FRANCISCOCA94103PCGENERAL SUPPORT$305
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107PCGENERAL SUPPORT$250
SAN FRANCISCO FREE CLINIC
4900 CALIFORNIA STREETSAN FRANCISCOCA94118PCGENERAL SUPPORT$250
SAN FRANCISCO PARTICULAR COUNCIL OF ST VINCENT DUPAUL
1237 VAN NESS AVENUE SUITE 200SAN FRANCISCOCA94103PCGENERAL SUPPORT$250
SAN FRANCISCO SPCA
201 ALABAMA STREETSAN FRANCISCOCA94103PCGENERAL SUPPORT$250
SFSU ALUMNI
1600 HOLLOWAY AVENUESAN FRANCISCOCA94132PCGENERAL SUPPORT$100
SECOND HARVEST FOOD BANK
4001 NORTH 1ST STREETSAN JOSECA95134PCGENERAL SUPPORT$100
SHANTI PROJECT
730 POLK STREET 3RD FLOORSAN FRANCISCOCA94109PCGENERAL SUPPORT$2,000
SPCA INTERNATIONAL
PO BOX 96004WASHINGTONDC96146PCGENERAL SUPPORT$25
SQUAW VALLEY AVALANCE RESCUE DOG FUND
PO BOX 3302OLYMPIC VALLEYCA96146PCGENERAL SUPPORT$300
SQUAW VALLEY SKI TEAM
PO BOX 2173OLYMPIC VALLEYCA96146PCGENERAL SUPPORT$300
STANFORD UNIVERSITY
PO BOX 20466STANFORDCA94309PCGENERAL SUPPORT$100
THEATRE BAY AREA
1119 MARKET STREET 2ND FLOORSAN FRANCISCOCA94103PCGENERAL SUPPORT$1,000
UC BERKELEY BIG GIVE
HAAS PAVILION 4422BERKELEYCA94720PCGENERAL SUPPORT$1,500
UC BERKELEY FOUNDATION CAL ATHLETICS
195 HAAS PAVILIONBERKELEYCA94720PCGENERAL SUPPORT$500
UCSF FOUNDATION CANCER CENTER
UCSF BOX 0402SAN FRANCISCOCA94143PCGENERAL SUPPORT$3,010,000
UC SANTA CRUZ FOUNDATION
DEPT 44787 PO BOX 44000SAN FRANCISCOCA94144PCGENERAL SUPPORT$1,000
WALNUT CREEK EDUCATION FND
PO BOX 186WALNUT CREEKCA94598PCGENERAL SUPPORT$300
WILD CARE
76 ALBERT PARK LANESAN FRANCISCOCA94901PCGENERAL SUPPORT$25
WILD HORSE SANCTUARY
PO BOX 30SHINGLETOWNCA96088PCGENERAL SUPPORT$38
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,061,158TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,705ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$793,448ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,151,893ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$206,174ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,155,220ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,155,220TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGERSON BAKARContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1201 FILBERT STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94133ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,304,499TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySECURITIESNoncashPropertyDesc
Fair Market Value$304,499FairMarketValueAmt
Received2014-10-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$25,325Amt
Net Investment Income$12,663NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,662DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (12 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
OFFICE FURNITURE1992-07-16$5,223$5,223SL7.000000000000$0$0
LIGHT INSTALLATION1992-08-04$776$776SL7.000000000000$0$0
OFFICE FURNITURE1992-09-01$1,878$1,878SL7.000000000000$0$0
COMPUTER1992-09-02$8,502$8,502SL5.000000000000$0$0
OFFICE FURNITURE1992-10-15$317$317SL7.000000000000$0$0
COMPUTER1999-06-30$5,531$5,531SL5.000000000000$0$0
OFFICE FURNITURE2003-04-30$33,673$33,673SL7.000000000000$0$0
LEASEHOLD IMPROV2003-04-30$126,734$126,734SL7.000000000000$0$0
OFFICE EQUIPMENT2003-04-30$45,234$45,234SL7.000000000000$0$0
COMPUTER2008-01-03$1,586$1,586SL5.000000000000$0$0
PRINTER2010-02-02$356$278SL5.000000000000$71$0
COMPUTER2010-10-14$3,441$2,179SL5.000000000000$688$0

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACHIEVE FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 LOMBARD STREET SUITE 202AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Grant2014-12-31GrantDt
Grant$2,250GrantAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By GranteeTHE GRANTEE SUBMITTED FULL AND COMPLETE REP OF ITS EXPENDITURE ON 12/31/14DatesOfReportsByGranteeTxt
Verification2014-12-31VerificationDt
Results Of VerificationTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE (OR, PROVIDES THE DETAILS OF THE INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORT, IF APPLICABLE).ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX STOCK FUND$22,499,808$22,499,808
ARTISAN FUNDS$8,466,609$8,466,609
PIMCO TOTAL RETURN FUND$0$0
ASIA ENVIROMENTAL PARTNERS$1,142,482$1,142,482
CONATUS CAPITAL PARTNERS$3,139,906$3,139,906
EATON PARK OVERSEAS FUND, LTD$6,812,873$6,812,873
LBA REALTY FUND III, LP$1,767,400$1,767,400
SOWOOD ALPHA FUND LTD$9,375$9,375
DODGE & COX INTERNATIONAL STOCK FUND$8,716,303$8,716,303
HIGHLINE CAPITAL INTERNATIONAL FUND$3,676,088$3,676,088

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN PARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$22,698,003BookValueAmt
EOYFMV$22,698,003EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (12 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
OFFICE FURNITURE$5,223$5,223$0
LIGHT INSTALLATION$776$776$0
OFFICE FURNITURE$1,878$1,878$0
COMPUTER$8,502$8,502$0
OFFICE FURNITURE$317$317$0
COMPUTER$5,531$5,531$0
OFFICE FURNITURE$33,673$33,673$0
LEASEHOLD IMPROV$126,734$126,734$0
OFFICE EQUIPMENT$45,234$45,234$0
COMPUTER$1,586$1,586$0
PRINTER$356$349$7
COMPUTER$3,441$2,867$574

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTWORK$17,240$17,240$17,240
DEPOSITS$4,479$15,773$15,773

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS)Desc
Amt$1,683,320Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$3,750$0$3,750
OFFICE EQUIPMENT$110$0$110
PARTNERSHIP EXPENSES$131,267$190,906$0
TELEPHONE$10,391$0$10,391
POSTAGE & SHIPPING$488$0$488
INSURANCE$516$0$516
BANK FEES$106$0$106
SECURITY SERVICES$706$0$706
OFFICE MAINTENANCE$2,150$0$2,150
PARKING AND RENTAL CARS$17$0$17
CONSULTING$807$0$807
MISCELLANEOUS EXPENSES$1,363$0$1,363

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Revenue And Expenses Per Books$4,151,893RevenueAndExpensesPerBooksAmt
Net Investment Income$1,141,911NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$1,456$2,681$0
PROPERTY TAX$1,516$0$1,516
FILING FEES$245$0$245
FEDERAL TAX$81,541$0$0
STATE TAX$510$0$0

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