JOHN PRITZKER FAMILY FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOHN PRITZKER FAMILY FUND (EIN 30-0039815)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201503179349102195
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T17:42:18-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300039815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LISA & JOHN PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN GREENE | InCareOfNm |
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 6503654646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE SUITE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN GREENE | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 4156945823 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN A MCGOVERN | PreparerPersonNm |
| PTIN | P00739991 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,080,928 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $439 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $218 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $665,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $665,822 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $270,870 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $270,870 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$241,660 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $353,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,158,842 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $353,067 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,400 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,400 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,300,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,300,377 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $227,624 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $228,116 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,578 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,578 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,192 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,406 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,806 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $198,384 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,093 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $179,314 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,891 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,295 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $21,201 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $291,116 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $289,279 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $19,620 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,443 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $336,611 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $225,670 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,526 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,218,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $560,893 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $540,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,389,282 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,466,426 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,607,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $560,893 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,007,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,306,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $739,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,316,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,231,794 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,231,794 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $82,091 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $38,504 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $38,504 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,802,754 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,392,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,872,400 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,000,525 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,937,508 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,789,283 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $16,117,621 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,579,223 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $14,827,677 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $14,538,398 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $14,538,398 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $551,903 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $485,744 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $406,842 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,226 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,882 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,621 | LandBOYAmt |
| Land EOY | $4,344 | LandEOYAmt |
| Land EOYFMV | $4,344 | LandEOYFMVAmt |
| Other Assets BOY | $593,189 | OtherAssetsBOYAmt |
| Other Assets EOY | $199,363 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $199,363 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,178,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,828,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,080,928 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,121 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $46,322 | AccountsPayableEOYAmt |
| Grants Payable BOY | $36,146,172 | GrantsPayableBOYAmt |
| Grants Payable EOY | $29,069,028 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $16,796 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,305 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $36,175,089 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,131,655 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,003,864 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,696,888 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,003,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,696,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,178,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,828,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,003,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,306,976 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,696,888 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,696,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $12,115,628 | $11,805,775 | $309,853 | $309,853 | ||
| FARALLON CAPITAL INSTITUTIONAL PARTNERS | P | $43,094 | $0 | $43,094 | $43,094 | 2004-01-01 | 2014-12-31 |
| CAPITAL GAIN DIVIDENDS | P | $120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $353,067 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,736,442 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $52,640,747 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.260947 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,197,849 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $59,206,313 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.290473 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,039,067 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,357,142 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.210842 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,002,411 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,561,243 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.29035 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,956,720 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,267,655 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.275321 | DistributionYr5Rt |
| Total Distribution | 1.327933 | TotalDistributionRt |
| Average Distribution | 0.265587 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,495,092 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,754,970 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,395 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,762,365 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,007,310 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,395 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,395 | SubtotalAmt |
| Tax Based On Investment Income | $7,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,891 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,891 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28,496 | OverpaymentAmt |
| Applied To ES Tax | $28,496 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://ljpff.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GREENE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156945823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PIER 5 THE EMBARCADERO STE 102 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN A PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | CHAIRMAN | 5.0 | $0 | $0 | $0 |
| LISA S PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | PRESIDENT | 35.0 | $0 | $0 | $0 |
| ADAM NICHOLAS PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| NOAH STONE PRITZKER | ||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| BARRY FINESTONE | ||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | EXECUTIVE DIRECTOR, SECRETARY | 40.0 | $227,624 | $27,578 | $0 |
| JOHN GREENE | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | TREASURER, CFO | 5.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STEPHEN DOBBS | |||||
| PIER 5 THE EMBARCADERO SUITE 102 | SAN FRANCISCO | CA | 94111 | CONSULTANT | $60,000 |
| AMY RABBINO | |||||
| PIER 5 THE EMBARCADERO SUITE 102 | SAN FRANCISCO | CA | 94111 | CONSULTANT | $92,638 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,134,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,398,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,579,345 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,111,769 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,111,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $616,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,495,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,024,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,024,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,395 | TotalTaxAmt |
| Distributable Before Adj | $2,017,360 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,017,360 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,017,360 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,007,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $14,007,310 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,395 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,999,915 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,017,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,721,393 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,657,613 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,441,434 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,239,907 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,113,279 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,173,626 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,007,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,017,360 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,989,950 | RemainingDistriFromCorpusAmt |
| Total Corpus | $58,163,576 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,721,393 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,442,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,657,613 | ExcessFromYear4Amt |
| Excess From Year3 | $8,441,434 | ExcessFromYear3Amt |
| Excess From Year2 | $14,239,907 | ExcessFromYear2Amt |
| Excess From Year1 | $11,113,279 | ExcessFromYear1Amt |
| Excess From Current Year | $11,989,950 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (176 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Agudath Israel Bais Binyomin | ||||||||
| 1555 53rd st | Brooklyn | NY | 11219 | None | PC | Unrestricted | $5,000 | |
| Aim High For High School | ||||||||
| PO Box 410715 | San Francisco | CA | 94141 | None | PC | Support the Generations Gala | $2,500 | |
| All Chicago | ||||||||
| 651 West Washington | Chicago | IL | 60661 | None | PC | Unrestricted | $33,333 | |
| All Chicago | ||||||||
| 651 West Washington | Chicago | IL | 60661 | None | PC | Support 2014 events | $10,000 | |
| Alonzo King's LINES Ballet San Francisco Dance Cen | ||||||||
| 26 Seventh Street 5th Floor | San Francisco | CA | 94103 | None | PC | New Works Fund | $100,000 | |
| Alzheimer's Association | ||||||||
| 225 North Michigan Ave 17th Floor | Chicago | IL | 60601 | None | PC | In Honor of Dagmar Dolby | $1,000 | |
| American Conservatory Theatre Foundation | ||||||||
| 30 Grant Ave Fl 7 | San Francisco | CA | 94108 | None | PC | Unrestricted | $10,000 | |
| American Friends of the Israel Museum | ||||||||
| 500 5th Avenue 25th Floor | New York | NY | 10110 | None | PC | Department of Photography | $10,000 | |
| American Friends of the Israel Museum | ||||||||
| 500 5th Avenue 25th Floor | New York | NY | 10110 | None | PC | General Operating Support | $10,000 | |
| American Friends of the Israel Philharmonic Orches | ||||||||
| 122 East 42nd Street | New York | NY | 10168 | None | PC | Unrestricted | $5,000 | |
| American Israel Education Foundation | ||||||||
| 251 H Street NW | Washington | DC | 20001 | None | PC | Educational and Outreach Initiatives | $75,000 | |
| American Jewish Committee | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | In honor of Larry Baer | $10,000 | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Better Together Neighborhoods of Arraba and Kiryat Shemona | $144,000 | |
| American Jewish World Service Inc | ||||||||
| 45 W 36th Street 11th Floor | New York | NY | 10018 | None | PC | Unrestricted 50% In support of the Internship Program 50% | $25,000 | |
| Art Institute of Chicago | ||||||||
| 111 South Michigan Avenue | Chicago | IL | 60603 | None | PC | In Honor of Thomas J. Pritzker's service as Chairman, Board of Trustees In support of the Research in Asian Art | $25,000 | 2301 Broadway Suite B |
| Avon Foundation for Women | ||||||||
| 1 Avon Plaza | Rye | NY | 10580 | None | PC | Avon Walk for Breast Cancer To support Dillan Arrick | $250 | |
| Bay Area Jewish Healing Center | ||||||||
| 2530 Taraval Street Suite 202 | San Francisco | CA | 94116 | None | PC | Heart & Hands Event Honoring Sue Moldaw, Bob Stallings & Mary DeMay | $5,000 | |
| Bay Area Wilderness Training | ||||||||
| 1050 E 8th St | Oakland | CA | 94606 | None | PC | Unrestricted | $1,000 | |
| Bay Area Women's and Children's Center | ||||||||
| 318 Leavenworth Street | San Francisco | CA | 94102 | None | PC | Unrestricted | $1,000 | |
| Beyond Differences | ||||||||
| 336 Bon Air Center | Greenbrae | CA | 94904 | None | PC | Garden Party event on March 29, 2014 | $1,000 | |
| Branson School | ||||||||
| 39 Fernhill Avenue | Ross | CA | 94957 | None | PC | Unrestricted | $5,000 | |
| Brooklyn Children's Museum | ||||||||
| 145 Brooklyn Avenue | Brooklyn | NY | 11213 | None | PC | Unrestricted | $1,000 | |
| California Academy of Sciences | ||||||||
| 55 Music Concourse Dr | San Francisco | CA | 94118 | None | PC | To support the Big Bang Gala on April 24, 2014 | $10,000 | |
| California Institute of Integral Studies | ||||||||
| 1453 Mission Street | San Francisco | CA | 94103 | None | PC | Supporting Scholarships for deserving and disadvantaged students | $15,000 | |
| Center for Environmental Health | ||||||||
| 2201 Broadway Suite 302 | Oakland | CA | 94612 | None | PC | Annual Gala May 8, 2014 | $2,500 | |
| Center for the Next Generation | ||||||||
| 351 California Street Suite 1200 | San Francisco | CA | 94104 | None | PC | Too Small to Fail program | $125,000 | |
| Center for the Next Generation | ||||||||
| 351 California Street Suite 1200 | San Francisco | CA | 94104 | None | PC | Too Small to Fail program | $125,000 | |
| Center for Youth Wellness | ||||||||
| 3450 Third Street Building 2 Suit | San Francisco | CA | 94124 | None | PC | In support of two additional Wellness Coordinators for the CYW treatment program | $33,333 | |
| Center for Youth Wellness | ||||||||
| 3450 Third Street Building 2 Suit | San Francisco | CA | 94124 | None | PC | To support the core clinical programs at the Center for Youth Wellness | $100,000 | |
| Chicago Public Library Foundation | ||||||||
| 20 North Michigan Avenue | Chicago | IL | 60602 | None | PC | In Honor of Cindy Pritzker In support of Carl Sandburg Literary Awards Dinner | $5,000 | |
| Children's Hospital & Research Center at Oakland | ||||||||
| 747 52nd Street | Oakland | CA | 94609 | None | PC | Implementation and operation of two Help Desks, one in the Emergency Department the other in the Pediatric Primary Care Department | $274,961 | |
| Chronicle Season of Sharing Fund | ||||||||
| 901 Mission Street | San Francisco | CA | 94103 | None | PC | Unrestricted | $50,000 | |
| College Track Oakland | ||||||||
| 111 Broadway | Oakland | CA | 94607 | None | PC | To support September Benefit | $10,000 | |
| Columbia University School of the Arts | ||||||||
| 2960 Broadway | New York | NY | 10027 | None | PC | To support the School of the Arts | $25,000 | |
| Community Boards | ||||||||
| 601 Van Ness Avenue Suite 2040 | San Francisco | CA | 94102 | None | PC | To support the 4th Annual Peacemakers Awards Luncheon 6/6/2014 | $1,000 | |
| Compass Community Services | ||||||||
| 995 Market Street 5th Floor | San Francisco | CA | 94103 | None | PC | To support the Centennial Gala on May 13, 2014 | $2,500 | |
| Congregation Beth Israel Carmel | ||||||||
| 5716 Carmel Valley Rd | Carmel | CA | 93923 | None | PC | In support of the Carmel Jewish Film Festival | $3,500 | |
| Congregation Emanu-El | ||||||||
| Two Lake Street | San Francisco | CA | 94118 | None | PC | Young Adult Education Program 50% Unrestricted 50% | $100,000 | |
| Conservation International Foundation | ||||||||
| 2011 Crystal Drive Suite 500 | Arlington | VA | 22202 | None | PC | General Operating Support | $10,000 | |
| Contemporary Jewish Museum of San Francisco | ||||||||
| 736 Mission Street | San Francisco | CA | 94103 | None | PC | Bill Graham Exhibit | $30,000 | |
| Contemporary Jewish Museum of San Francisco | ||||||||
| 736 Mission Street | San Francisco | CA | 94103 | None | PC | Double Chai Society | $3,600 | |
| Corporation of the Fine Arts Museums | ||||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | None | PC | Danny Lyon: A Retrospective | $250,000 | |
| Court Appointed Special Advocates of Orange County | ||||||||
| 1505 East 17th Street Suite 214 | Santa Ana | CA | 92705 | None | PC | In honor of Patrick Foley and to support the Learning to Succeed program. | $25,000 | |
| Craig Hospital Foundation | ||||||||
| 3425 S Clarkson Street | Englewood | CO | 80113 | None | PC | In support of Harry Sherman | $2,500 | |
| Edgewood Center for Children and Families | ||||||||
| 1801 Vicente Street | San Francisco | CA | 94116 | None | PC | In support of the Grace Magill Project | $2,500 | |
| Edible Schoolyard Project | ||||||||
| 1517 Shuttuck Avenue | Berkeley | CA | 94709 | None | PC | Unrestricted | $10,000 | |
| Elie Wiesel Foundation for Humanity | ||||||||
| 555 Madison Ave 20 | New York | NY | 10022 | None | PC | General Support | $5,000 | |
| Enormous Changes Inc dba The Little School | ||||||||
| 1520 Lyon Street | San Francisco | CA | 94115 | None | PC | Scholarships for Financially Needy Students | $25,000 | |
| Exploratorium | ||||||||
| 3601 Lyon Street | San Francisco | CA | 94123 | None | PC | General Operating Support | $5,000 | |
| Family and Children's Law Center | ||||||||
| 30 North San Pedro Road | San Rafael | CA | 94903 | None | PC | Unrestricted | $2,000 | |
| For-Site Foundation | ||||||||
| 49 Geary Street 205 | San Francisco | CA | 94108 | None | PC | Unrestricted | $5,000 | |
| Foundation Fighting Blindness | ||||||||
| 7168 Columbia Gateway Dr Suite 100 | Columbia | MD | 21046 | None | PC | In support of the Visions Ball | $2,500 | |
| Futures Without Violence | ||||||||
| 100 Montgomery Street | San Francisco | CA | 94129 | None | PC | Defending Childhood initiative | $100,000 | |
| Glide Foundation Glide Memorial United Methodist | ||||||||
| 330 Ellis Street | San Francisco | CA | 94102 | None | PC | Unrestricted | $10,000 | |
| Global Citizen Year | ||||||||
| 1625 Clay St 400 | Oakland | CA | 94612 | None | PC | Growth Fund | $100,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| Building 201 Fort Mason | San Francisco | CA | 94123 | None | PC | In honor of Bruce Rogers | $500 | |
| Golden Gate National Parks Conservancy | ||||||||
| Building 201 Fort Mason | San Francisco | CA | 94123 | None | PC | Trails Forever Dinner | $2,500 | |
| Golden Gate National Parks Conservancy | ||||||||
| Building 201 Fort Mason | San Francisco | CA | 94123 | None | PC | William Kent Society | $5,000 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | None | PC | Program support | $5,000 | |
| Homeless Prenatal Program Inc | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | None | PC | 25th Our House event | $5,000 | |
| Homeless Prenatal Program Inc | ||||||||
| 2500 18th Street | San Francisco | CA | 94110 | None | PC | In support of the Annual Luncheon | $1,000 | |
| Huckleberry Youth Programs Inc | ||||||||
| 3310 Geary Boulevard | San Francisco | CA | 94118 | None | PC | Unrestricted | $20,000 | |
| Huckleberry Youth Programs Inc | ||||||||
| 3310 Geary Boulevard | San Francisco | CA | 94118 | None | PC | In Honor of Bruce Fisher | $5,000 | |
| Huckleberry Youth Programs Inc | ||||||||
| 3310 Geary Boulevard | San Francisco | CA | 94118 | None | PC | December 4, 2014 Benefit | $2,500 | |
| Human Rights Watch | ||||||||
| 350 Fifth Avenue 34th Floor | New York | NY | 10118 | None | PC | Unrestricted | $10,000 | |
| Human Rights Watch | ||||||||
| 350 Fifth Avenue 34th Floor | New York | NY | 10118 | None | PC | Unrestricted | $10,000 | |
| International Medical Corp | ||||||||
| 12400 Wilshire Blvd Suite 1500 | Los Angeles | CA | 90025 | None | PC | Unrestricted | $12,500 | |
| International Medical Corp | ||||||||
| 12401 Wilshire Blvd Suite 1500 | Los Angeles | CA | 90025 | None | PC | 30 year Anniversary | $10,000 | |
| Israel Air Force Center Foundation Inc | ||||||||
| 120 El Camino Drive Suite 201 | Beverly Hills | CA | 90212 | None | PC | Unrestricted | $5,000 | |
| Jewish Community Center of San Francisco | ||||||||
| 3200 California Street | San Francisco | CA | 94118 | None | PC | Unrestricted | $50,000 | |
| Jewish Community Center of San Francisco | ||||||||
| 3200 California Street | San Francisco | CA | 94118 | None | PC | Showcase 2014 | $25,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Annual Campaign - Teen Foundation & Annual Operating Fund | $382,165 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Jewish Teen Foundations | $250,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Jewish Women's Fund | $10,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Big Mitzvah | $1,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Power of One | $1,800 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Humanitarian assistance for the elderly Jews in the Ukraine emergency | $33,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Stop the Sirens | $50,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | In support of the Dutch Photo Project | $1,000 | |
| Jewish Community High School of the Bay | ||||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | None | PC | To support the Spring Celebration event on May 19, 2014 | $5,000 | |
| Jewish Family & Children's Services | ||||||||
| 2150 Post Street | San Francisco | CA | 94115 | None | PC | Child Trauma Training Institute 2014 | $100,000 | |
| Jewish Funders Network | ||||||||
| 150 W 30th Street | New York | NY | 10001 | None | PC | Unrestricted | $10,000 | |
| Jewish Partisan Educational Foundation Inc | ||||||||
| 2107 Van Ness Ave 302 | San Francisco | CA | 94109 | None | PC | To support the film distribution of: Survival in the Forest: Isidore Karten and the Partisans | $2,500 | |
| Jewish Vocational & Career Counseling Service | ||||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | None | PC | 2014 Strictly Business Awards Luncheon | $30,000 | |
| Jewish Vocational & Career Counseling Service | ||||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | None | PC | General Operating Support | $20,000 | |
| Judd Foundation | ||||||||
| 101 Spring Street | New York | NY | 10012 | None | PC | Unrestricted Program support | $1,500 | |
| Koret Family House | ||||||||
| 50 Irving Street | San Francisco | CA | 94122 | None | PC | 33rd Annual Dinner | $2,500 | |
| KQED Inc | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | Producer's Circle | $5,000 | |
| KQED Inc | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | Operating Support | $250,000 | |
| Larkin Street Youth Services | ||||||||
| 134 Golden Gate Ave | San Francisco | CA | 94102 | None | PC | Paving the Way Gala on March 14, 2014 | $2,500 | |
| Lehrhaus Judaica | ||||||||
| 2736 Bancroft Way | Berkeley | CA | 94704 | None | PC | In honor of Fred Rosenbaum | $1,000 | |
| Margaret Jenkins Dance Studio | ||||||||
| 301 8th Street 200 | San Francisco | CA | 94103 | None | PC | Support for travel to Israel | $2,500 | |
| Marin General Hospital | ||||||||
| 100 B Drakes Landing | Greenbrae | CA | 94904 | None | PC | Stroke Center | $2,500 | |
| Menlo College | ||||||||
| 1000 El Camino Real | Atherton | CA | 94027 | None | PC | General Operating Support | $250,000 | |
| Mindful Schools | ||||||||
| 1260 45th Street Suite B | Emeryville | CA | 94608 | None | PC | In-school program for elementary grade children | $10,000 | |
| Mindful Schools | ||||||||
| 1260 45th Street Suite B | Emeryville | CA | 94608 | None | PC | In-school program for elementary grade children | $10,000 | |
| Mindfulness Without Borders | ||||||||
| 17 Tara Hill Road | Tiburon | CA | 94920 | None | PC | Unrestricted | $5,000 | |
| Naral Pro-Choice America Foundation | ||||||||
| 1156 15th St NW Suite 700 | Washington | DC | 20005 | None | PC | To support the 19th Annual San Francisco Power of Choice Luncheon on March 6, 2014 | $2,500 | |
| Naral Pro-Choice America Foundation | ||||||||
| 1156 15th St NW Suite 700 | Washington | DC | 20005 | None | PC | Power of Choice | $2,500 | |
| Naral Pro-Choice America Foundation | ||||||||
| 1156 15th St NW Suite 700 | Washington | DC | 20005 | None | PC | Power of Choice Luncheon 20th Anniversary | $5,000 | |
| NatureBridge | ||||||||
| 28 Geary Street | San Francisco | CA | 94108 | None | PC | June 4th Benefit | $10,000 | |
| New Israel Fund | ||||||||
| 1101 14Th St NW Ste 600 | Washington | DC | 20005 | None | PC | Unrestricted | $3,600 | |
| New Seed Foundation | ||||||||
| 1776 Massachusetts Avenue NW Sui | Washington | DC | 20036 | None | PC | General support | $2,500 | |
| North Beach Citizens | ||||||||
| 1034 Kearny St | San Francisco | CA | 94133 | None | PC | 13th Annual Spring Dinner | $500 | |
| Northern California Grantmakers | ||||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | None | PC | Unrestricted | $9,500 | |
| Northwestern Memorial Foundation | ||||||||
| 541 N Fairbanks Ct 800 | Chicago | IL | 60611 | None | PC | In honor of MK Pritzker, to support the Northwestern Memorial Foundation | $10,000 | |
| ODC Theater | ||||||||
| 351 Shotwell Street | San Francisco | CA | 94110 | None | PC | General Operating Support | $10,000 | |
| Outward Bound California | ||||||||
| 1539 Pershing Drive | San Francisco | CA | 94129 | None | PC | City Skyline Challenge | $1,500 | |
| Oxford Academy | ||||||||
| 1393 Boston Post Road | Westbrook | CT | 06498 | None | PC | Annual Fund | $2,500 | |
| Oxford Academy | ||||||||
| 1393 Boston Post Road | Westbrook | CT | 06498 | None | PC | Headmaster's Circle | $5,000 | |
| PEF Israel Endowment Funds Inc | ||||||||
| 630 Third Avenue 15th | New York | NY | 10017 | None | PC | KOLOT - Unrestricted | $15,000 | |
| Pacific Vision Foundation | ||||||||
| 711 Van Ness Avenue Suite 500 | San Francisco | CA | 94102 | None | PC | In Honor of Kevin Denny | $5,000 | |
| The Painted Turtle | ||||||||
| 1300 4th Street | Santa Monica | CA | 90401 | None | PC | Unrestricted | $10,000 | |
| Peer Health Exchange | ||||||||
| 70 Gold Street | San Francisco | CA | 94133 | None | PC | Leadership Circle National Growth Capital Campaign | $125,000 | |
| Philanthropy Workshop West | ||||||||
| One Letterman Drive | San Francisco | CA | 94129 | None | PC | General Operating | $5,000 | |
| Planned Parenthood Shasta Pacific | ||||||||
| 2185 Pacheco Street | Concord | CA | 94520 | None | PC | To support the Acts of Courage event on April 10, 2014 | $1,000 | |
| Planned Parenthood Shasta Pacific | ||||||||
| 2185 Pacheco Street | Concord | CA | 94520 | None | PC | In support of the 2015 Gala in honor of Sue and Dick Wollack | $1,000 | |
| Pritzker Military Library | ||||||||
| 104 S Michigan Avenue | Chicago | IL | 60603 | None | PC | Unrestricted | $10,000 | |
| Pro Publica Inc | ||||||||
| 4 Embarcadero | San Francisco | CA | 94111 | None | PC | In memory of Marion | $15,000 | |
| Reading Partners | ||||||||
| 180 Grand Avenue Suite 800 | Oakland | CA | 94612 | None | PC | Support Serving Students at San Francisco Partner Schools | $10,000 | |
| Salvation Army | ||||||||
| 832 Folsom Street | San Francisco | CA | 94107 | None | PC | In honor of Ellen Newman | $2,500 | |
| Salvation Army | ||||||||
| 832 Folsom Street | San Francisco | CA | 94107 | None | PC | 11th Annual luncheon honoring Ellen Newman | $2,000 | |
| San Francisco AIDS Foundation | ||||||||
| 1035 Market St 400 | San Francisco | CA | 94103 | None | PC | Unrestricted | $500 | |
| San Francisco Child Abuse Prevention Center | ||||||||
| 1757 Waller Street | San Francisco | CA | 94117 | None | PC | To support the Annual Blue Ribbon Luncheon on May 2, 2014 | $2,500 | |
| San Francisco Child Abuse Prevention Center | ||||||||
| 1757 Waller Street | San Francisco | CA | 94117 | None | PC | To support children's social and emotional healing services at the Children's Advocacy Center of San Francisco | $66,667 | |
| San Francisco Day School | ||||||||
| 350 Masonic Avenue | San Francisco | CA | 94118 | None | PC | In support of Professional Development for Teachers and Scholarships for Financially Needy Students | $200,000 | |
| San Francisco Day School | ||||||||
| 350 Masonic Avenue | San Francisco | CA | 94118 | None | PC | Annual Fund | $1,000 | |
| San Francisco Food Bank | ||||||||
| 900 Pennysylvania Avenue | San Francisco | CA | 94107 | None | PC | Unrestricted | $5,000 | |
| San Francisco Free Clinic | ||||||||
| 4900 California Street | San Francisco | CA | 94118 | None | PC | Unrestricted | $5,000 | |
| San Francisco General Hospital Foundation | ||||||||
| 2789 25th Street Suite 2028 | San Francisco | CA | 94110 | None | PC | To rebuild project's Pediatric Ward and the 4 Pediatric beds in the Emergency Department | $1,000,000 | |
| San Francisco Jewish Film Festival | ||||||||
| 145 9th Street Suite 200 | San Francisco | CA | 94103 | None | PC | Festival's activities | $15,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | Access Study, Center for Photography, Education Fund, Center Fund, & Exhibition Fund | $2,500,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | To support fiscal year 2014 activities | $51,500 | |
| San Francisco Parks Alliance | ||||||||
| 1663 Mission Street Suite 320 | San Francisco | CA | 94103 | None | PC | Renovation of the Joe DiMaggio playground | $1,000 | |
| San Francisco Parks Alliance | ||||||||
| 1663 Mission Street Suite 320 | San Francisco | CA | 94103 | None | PC | Party for the Parks | $10,000 | |
| San Francisco Suicide Prevention Inc | ||||||||
| PO Box 191350 | San Francisco | CA | 94119 | None | PC | General Operating Support | $2,500 | |
| San Francisco Symphony | ||||||||
| Davies Symphony Hall | San Francisco | CA | 94102 | None | PC | Second Century Campaign's Concerts for Kids Fund | $100,000 | |
| San Francisco Symphony | ||||||||
| Davies Symphony Hall | San Francisco | CA | 94102 | None | PC | Annual Fund | $10,000 | |
| San Francisco Symphony | ||||||||
| Davies Symphony Hall | San Francisco | CA | 94102 | None | PC | Opening Night Gala | $25,000 | |
| San Francisco University High School | ||||||||
| 3065 Jackson Street | San Francisco | CA | 94115 | None | PC | Decorator Showcase | $1,000 | |
| Shalom Bayit - Tides Center | ||||||||
| PO Box 10102 | Oakland | CA | 94610 | None | PC | In honor of Sue Moldaw | $2,500 | |
| Sonoma State University Academic Foundation Inc | ||||||||
| 1801 E Cotati Avenue | Rohnert Park | CA | 94928 | None | PC | Opening Gala | $5,000 | |
| Stanford Professionals in Real Estate | ||||||||
| 4685 MacArthur Court | Newport Beach | CA | 92660 | None | PC | In Honor of Tad Taube | $500 | |
| Stanford University School of Education | ||||||||
| 485 Lasuen Mall | Stanford | CA | 94305 | None | PC | To support the Director's Circle | $10,000 | |
| Stanford University School of Education | ||||||||
| 485 Lasuen Mall | Stanford | CA | 94305 | None | PC | Stanford University ($50,000) Challenge Success ($25,000) | $75,000 | |
| Stern Grove Festival Association | ||||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | None | PC | To support the Founder's Council | $5,000 | |
| Stern Grove Festival Association | ||||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | None | PC | Big Picnic | $10,000 | |
| Stinson Beach Community Center Inc | ||||||||
| 32 Belvedere Ave | Stinson Beach | CA | 94970 | None | PC | Memorial | $1,500 | |
| Summer Search | ||||||||
| 500 Sansome St Ste 350 | San Francisco | CA | 94111 | None | PC | General Operating Support | $2,500 | |
| Teach for America - San Francisco | ||||||||
| 940 Howard Street | San Francisco | CA | 94103 | None | PC | Bay Area Annual Dinner | $2,500 | |
| Tenderloin Neighborhood Development Corporation | ||||||||
| 215 Taylor Street | San Francisco | CA | 94102 | None | PC | Pool Toss | $2,500 | |
| That Man May See Inc | ||||||||
| 10 Kirkham St | San Francisco | CA | 94143 | None | PC | Dr. Dan Schwartz, Department of Ophthalmology | $75,000 | |
| The Representation Project | ||||||||
| 30 Sir Francis Drake Boulevard | Ross | CA | 94957 | None | PC | Founder's Circle | $25,000 | |
| Tipping Point Community | ||||||||
| 220 Montgomery Street | San Francisco | CA | 94104 | None | PC | 05/08/14 Benefit Unrestricted | $25,000 | |
| University of California at Berkeley Foundation | ||||||||
| 140 Earl Warren Hall | Berkeley | CA | 94720 | None | PC | Magnes Collection of Jewish Art & Life | $2,500 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | Carol Franc Buck Breast Care Center | $10,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | In Honor of Lynne & Marc Benioff | $5,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | Osher Center of Excellence Fund | $10,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | Dr. Mary DeMay Assistance with the elderly cognitive difficulties | $100,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | To support the A Starry Evening of Music, Comedy and Surprises benefit on March 10, 2014 | $10,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | Benioff Children's Hospital in support of Construction on the UCSF Mission Bay Campus | $3,000,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | Child Trauma Research Program Child & Adolescent Services To support integration of services, training & research for the Infant Parent Program | $314,432 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | Child Trauma Center | $485,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | The Mindfullness Program for Urban Teens | $50,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | Osher Center Endowment Fund | $100,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | Emergency Room pilot program/Pilot Pediatric Emergency Room | $381,285 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | Cardiology Council Leadership Circle | $25,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | State-of-the-art Child Center | $250,000 | |
| University of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94104 | None | PC | UCSF Center for Health Disparities | $500,000 | |
| University of California San Francisco Foundation | ||||||||
| UCSF Cardiology Division | San Francisco | CA | 94143 | None | PC | Pritzker Cardiology Research Fund | $50,000 | |
| University of Michigan Comprensive Cancer Center | ||||||||
| 1500 E Medical Center Dr | Ann Arbor | MI | 48109 | None | PC | Matthew Friend - Pike Rivalry Run | $500 | |
| University of North Carolina at Chapel Hill | ||||||||
| Post Office Box 309 | Chapel Hill | NC | 27514 | None | PC | In support of Dr. Falk's research on Vasculitis and in honor of Randy Haberman | $1,000 | |
| University of Southern California | ||||||||
| 651 W 35th St | Los Angeles | CA | 90089 | None | PC | Shoah Foundation Bay Area Holocaust Survivor Testimony Digitization Project | $50,000 | |
| University of Wisconsin Foundation | ||||||||
| 1848 University Avenue | Madison | WI | 53708 | None | PC | Annual Fund | $2,500 | |
| Wounded Warrior Project Inc | ||||||||
| Post Office Box 758517 | Yopeka | KS | 66675 | None | PC | Unrestricted | $5,000 | |
| Yale University | ||||||||
| 157 Church St | New Haven | CT | 06510 | None | PC | Art Gallery | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,466,426 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Congregation Emanu-El | ||||||||
| Two Lake Street | San Francisco | CA | 94118 | None | PC | Young Adult Education Program 50% Unrestricted 50% | $400,000 | |
| University Of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94144 | None | PC | Distinguished Professorships W - Thomas Boyce | $2,000,000 | |
| Alonzo King Lines Ballet | ||||||||
| 26 Seventh Street 5th Floor | San Francisco | CA | 941031508 | None | PC | New Works Fund | $100,000 | |
| Jewish Community Federation | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None | PC | Annual Campaign - Teen Foundation | $382,165 | |
| San Francisco Day School | ||||||||
| 350 Masonic Avenue | San Francisco | CA | 941184419 | None | PC | In support of Professional Development for Teachers & Scholarships for Financially Needy Students | $200,000 | |
| University Of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94144 | None | PC | Benioff Children's Hospital in support of Construction on the UCSF Mission Bay Campus | $3,000,000 | |
| University Of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94144 | None | PC | The Mindfulness Program for Urban Teens | $50,000 | |
| University Of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94144 | None | PC | Distinguished Professorships - Child Center - Robertson | $250,000 | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| 711 Third Avenue | New York | NY | 101174041 | None | PC | Better Together Neighborhoods of Arraba and Kiryat Shemona | $288,000 | |
| Miss Representation | ||||||||
| PO Box 437 | Ross | CA | 94957 | None | PC | Founder's Circle | $25,000 | |
| Peer Health Exchange Inc | ||||||||
| 545 Sansome Street Suite 900 | San Francisco | CA | 94111 | None | PC | Leadership Circle & National Growth Capital Campaign | $125,000 | |
| P E F Israel Endowment Funds Inc | ||||||||
| 317 Madison Avenue | New York | NY | 100175201 | None | PC | KOLOT - Unrestricted | $15,000 | |
| Pro Publica Inc | ||||||||
| One Exchange Plaza 55 Broadway 23 | New York | NY | 10006 | None | PC | In memory of Marion | $30,000 | |
| San Francisco Museum Of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 941033159 | None | PC | Access Study $70,000, Center for Photography $7,000,000 - Education Fund $3,430,000 - Center Fund $3,500,000 - Exhibition Fund - $3,500,000 | $17,500,000 | |
| That Man May See Inc | ||||||||
| 10 Koret Way Box 0352 | San Francisco | CA | 941430352 | None | PC | Dr. Dan Schwartz, Department of Ophthalmology | $75,000 | |
| All Chicago | ||||||||
| 651 West Washington Suite 504 | Chicago | IL | 60661 | None | PC | Unrestricted | $33,334 | |
| Center For Youth Wellness | ||||||||
| 3450 Third Street Building 2 Suit | San Francisco | CA | 94124 | None | PC | In support of two additional Wellness Coordinators for the CYW treatment program | $33,334 | |
| Center For Youth Wellness | ||||||||
| 3450 Third Street Building 2 Suit | San Francisco | CA | 94124 | None | PC | To support the core clinical programs at the Center for Youth Wellness | $100,000 | |
| Futures Without Violence | ||||||||
| 100 Montgomery Street | San Francisco | CA | 94129 | None | PC | Defending Childhood initiative | $100,000 | |
| Jewish Community Center Of San Francisco | ||||||||
| 3200 California Street | San Francisco | CA | 94118 | None | PC | Unrestricted | $50,000 | |
| San Francisco Child Abuse Prevention Center | ||||||||
| 1757 Waller Street | San Francisco | CA | 941172727 | None | PC | To support children's social and emotional healing services at the Children's Advocacy Center of San Francisco | $66,667 | |
| San Francisco General Hospital Foundation | ||||||||
| 2789 25th Street Suite 2028 | San Francisco | CA | 94110 | None | PC | To rebuild project's Pediatric Ward and the 4 Pediatric beds in the Emergency Department | $3,000,000 | |
| San Francisco Jewish Film Festival | ||||||||
| 145 9th Street Suite 200 | San Francisco | CA | 941032637 | None | PC | Festival's activities | $15,000 | |
| Stanford University - Challenge Success | ||||||||
| 485 Lasuen Mall | Stanford | CA | 94305 | None | PC | Unrestricted | $50,000 | |
| University Of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94144 | None | PC | Emergency Room pilot program for UCSF Benioff Children's Hospital at Mission Bay Amended to include support of your year one work at the Pilot Pediatric Emergency Room at San Francisco General Hospital | $393,156 | |
| University Of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94144 | None | PC | Child Trauma Research | $1,515,000 | |
| University Of California San Francisco Foundation | ||||||||
| 220 Montgomery Street 5th Floor | San Francisco | CA | 94144 | None | PC | Cardiology Council Leadership Circle | $100,000 | |
| Edgewood Center for Children and Families | ||||||||
| 957 Industrial Rd | San Carlos | CA | 94070 | None | PC | In Support of Grace Magill Project - 2nd Half of 2-year Grant | $2,500 | |
| Jewish Vocational Service | ||||||||
| 225 Bush St 400 | San Francisco | CA | 94104 | None | PC | 2 payments remaining of a 3 year grant - General Operating Support | $40,000 | |
| New Seed Foundation | ||||||||
| PO Box 61186 | Palo Alto | CA | 94306 | None | PC | Awarded a grant in the amount of $10,000 payable over 4 years - 3 years remaining | $7,500 | |
| MULTI-YEAR GRANTS DISCOUNT | ||||||||
| C/O SEILER LLP | REDWOOD CITY | CA | 94065 | NONE | NC | MULTI-YEAR GRANTS DISCOUNT | -$877,628 | THREE LAGOON DRIVE SUITE 400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $29,069,028 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $439 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $665,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $270,870 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $353,067 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP ORDINARY INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,400 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,300,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,300,622 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,300 | Amt |
| Net Investment Income | $24,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,900 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| STEPHEN DOBBS |
| CONSULTANT |
| AMY RABBINO |
| CONSULTANT |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2010-03-12 | $3,601 | $2,760 | SL | 6 | $720 |
| COMPUTER EQUIPMENT | 2012-10-24 | $3,263 | $924 | SL | 6 | $652 |
| COMPUTER EQUIPMENT | 2013-01-11 | $1,803 | $361 | SL | 5 | $361 |
| COMPUTER EQUIPMENT | 2014-09-02 | $1,559 | SL | 5 | $104 | |
| BUILDING | 2009-07-29 | $11,282,335 | $1,289,943 | M39 | $289,279 | |
| LAND | 2009-07-29 | $4,835,286 | L |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY - CORPORATE BONDS | BondNm |
| EOY Book Value | $7,937,508 | EOYBookValueAmt |
| EOYFMV | $7,789,283 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,392,888 | EOYBookValueAmt |
| EOYFMV | $4,872,400 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FARALLON CAPITAL INSTL. PTNRS. | $484,810 | $406,842 |
| FIDELITY | $0 | $0 |
| FCIP, LTD SPIN-OFF | $934 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $3,601 | $3,480 | $121 |
| COMPUTER EQUIPMENT | $3,263 | $1,576 | $1,687 |
| COMPUTER EQUIPMENT | $1,803 | $722 | $1,081 |
| COMPUTER EQUIPMENT | $1,559 | $104 | $1,455 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,192 | LegalFeesAmt |
| Net Investment Income | $4,406 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,806 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM PROPERTY MGMT COMPANY | $1,000 | $25,353 | $25,353 |
| RENT RECEIVABLE | $38,876 | $0 | $0 |
| INTEREST RECEIVABLE | $19,564 | $4,680 | $4,680 |
| DUE FROM NORTHERN TRUST | $41 | $26 | $26 |
| DISTRIBUTION RECEIVABLE | $482,282 | $143,955 | $143,955 |
| DIVIDEND RECEIVABLE | $51,426 | $25,349 | $25,349 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP PORTFOLIO EXPENSES | $2,418 | $2,418 | |
| OFFICE EXPENSES | $3,358 | $3,261 | |
| PAYROLL EXPENSES | $335 | $335 | |
| IT TECHNICAL SUPPORT | $10,813 | $10,930 | |
| RENT AND ROYALTY EXPENSES | $223,251 | ||
| PARTNERSHIP INTEREST EXPENSE | $1 | $1 | |
| COLSON DISTRIBUTION EXPENSES | $96,435 | ||
| Rent and Royalty Expense | $223,251 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FLOW-THRU FARALLON CAPITAL PTRS ORD INC | $10,396 | $10,396 |
| FLOW-THRU FARALLON CAPITAL PTR OTHER INC | $4 | $4 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTO LIABILITY | Desc |
| BOY Book Value | $16,796 | BOYBookValueAmt |
| EOY Book Value | $16,305 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $189,697 | $4,406 | $179,314 |
| MANAGEMENT FEE | $8,687 | $8,687 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY OF STATE-ILLINOIS | $15 | $15 | |
| SECRETARY OF STATE-CALIFORNIA | $185 | $185 | |
| FOREIGN TAXES - PARTNERSHIPS | $224 | $224 | |
| PAYROLL TAXES | $20,991 | $20,991 | |
| CALIFORNIA TAXES | $10 | $10 | |
| FEDERAL EXCISE TAX ACCRUED | $7,395 | ||
| FOREIGN TAXES - FIDELITY | $4,071 | $4,071 |
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