CRESCENT PORTER HALE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CRESCENT PORTER HALE FOUNDATION (EIN 94-6093385)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349103741
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T17:50:57-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 N 1ST STREET SUITE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946093385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRESCENT PORTER HALE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRES | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY P RYAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,334,855 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,235,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,235,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,945,315 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,138,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,926,156 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,752,032 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,771,191 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,932,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,932,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,804 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,961 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $67,133 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,186,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $784,275 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $402,256 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,325,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,045,304 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $400 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,271 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,633 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $364,348 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $362,139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,313 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,952,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,206,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $478,735 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,139,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,560,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,091,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,206,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,038,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,840,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,725,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,695,181 | CashBOYAmt |
| Cash EOY | $474,807 | CashEOYAmt |
| Cash EOYFMV | $474,807 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,904,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,023,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,023,266 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,681,530 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,112,892 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,681,530 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,681,530 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $41,376 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $947 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $947 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $67,101,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,502,304 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,502,304 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $42,594,986 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,493,985 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,493,985 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $155,826 | OtherAssetsBOYAmt |
| Other Assets EOY | $158,016 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $158,016 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $117,606,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,334,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,334,855 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $123,132 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $129,148 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,474,837 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,054,227 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $639,170 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $134,174 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $372,976 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $544,027 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,610,115 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,861,576 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $114,996,271 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $129,473,279 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,996,271 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,473,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,606,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,334,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,996,271 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,840,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,766,282 | OtherIncreasesAmt |
| Subtotal | $129,603,023 | SubtotalAmt |
| Other Decreases | $129,744 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,473,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. | P | 2024-01-01 | 2024-12-31 | $152,366 | $152,366 | $152,366 | |
| STEADFAST INTERNATIONAL LTD. | P | 2024-01-01 | 2024-12-31 | $6,433 | $6,433 | $6,433 | |
| KING STREET CAPITAL, LTD | P | 2024-01-01 | 2024-12-31 | $128 | $128 | $128 | |
| WELLINGTON COMPOUND GROWTH, L.P. | P | 2024-01-01 | 2024-12-31 | $910,308 | $910,308 | $910,308 | |
| WM-CTF GLOBAL OPPORTUNITIES PORTFOLIO | P | 2024-01-01 | 2024-12-31 | $889,138 | $889,138 | $889,138 | |
| WM-CTF INTERMEDIATE BOND PORTFOLIO | P | 2024-01-01 | 2024-12-31 | -$67,040 | -$67,040 | $67,040 | |
| WM-CTF SMID CAP RESEARCH EQUITY PORTFOLIO | P | 2024-01-01 | 2024-12-31 | $328,692 | $328,692 | $328,692 | |
| WM-CTF ENDURING ASSETS PORTFOLIO | P | 2024-01-01 | 2024-12-31 | $336,208 | $336,208 | $336,208 | |
| WM-CTF QUALITY VALUE PORTFOLIO | P | 2024-01-01 | 2024-12-31 | $443,825 | $443,825 | $443,825 | |
| PUBLICLY TRADED SECURITIES | $10,685,348 | $539,624 | $539,624 | $10,145,724 | |||
| CAPITAL GAINS DIVIDENDS | P | $386,474 | $386,474 | $386,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,926,156 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $246,387 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $246,387 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $246,387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $205,298 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $151,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $356,298 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $109,911 | OverpaymentAmt |
| Applied To ES Tax | $109,911 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.CRESCENTPORTERHALE.ORG/ | WebsiteAddressTxt |
| Individual With Books | EUNICE VALENTINE | IndividualWithBooksNm |
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY P RYAN | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARY ROMO | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KIRK SYME | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRISTINA ALVAREZ | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUZAN BATESON | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALEC LEE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNA NORDBERG | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBORAH SIMS | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LORAINE STUART | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $411,313 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $77,747,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,576,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,334,480 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,658,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,658,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,974,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,683,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,484,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,484,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $246,387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $246,387 | TotalTaxAmt |
| Distributable Before Adj | $6,237,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,237,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,237,804 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,038,735 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,038,735 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,237,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,095,786 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $238,520 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,132 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $592,069 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $198,989 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,151,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,038,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,237,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $800,931 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,952,427 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,095,786 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,856,641 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $238,520 | ExcessFromYear4Amt |
| Excess From Year3 | $26,132 | ExcessFromYear3Amt |
| Excess From Year2 | $592,069 | ExcessFromYear2Amt |
| Excess From Year1 | $198,989 | ExcessFromYear1Amt |
| Excess From Current Year | $800,931 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EUNICE VALENTINE - CRESCENT PORTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR THE FORESEEABLE FUTURE, ALL GRANTMAKING WILL OCCUR THROUGH A REQUEST FOR PROPOSAL PROCESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ORGANIZATIONS INVITED TO SUBMIT A PROPOSAL WILL RECEIVE DETAILED INSTRUCTIONS VIA EMAIL. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE CRESCENT PORTER HALE FOUNDATION'S STRATEGIC FOCUS HAS SHIFTED OVER THE PAST FEW YEARS TO INVEST MORE SUBSTANTIALLY IN MIDDLE SCHOOL YOUTH PROGRAMS, FOOD SECURITY FOR SENIORS, AND K-8 CATHOLIC SCHOOL SCHOLARSHIPS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 10000 DEGREES | ||||||||
| 1401 LOS GAMOS SUITE 120 | SAN RAFAEL | CA | 94903 | N/A | PC | MIDDLE SCHOOL YOUTH | $150,000 | |
| 42ND STREET MOON | ||||||||
| 250 VAN NESS AVENUE | SAN FRANCISCO | CA | 94111 | N/A | PC | COMMUNITY SERVICES | $1,000 | |
| 826 VALENCIA | ||||||||
| 825 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | MIDDLE SCHOOL YOUTH | $125,000 | |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION | ||||||||
| PO BOX 29405 | SAN FRANCISCO | CA | 94129 | N/A | PC | COMMUNITY SERVICES | $1,000 | |
| AIM HIGH FOR HIGH SCHOOL | ||||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | N/A | PC | MIDDLE SCHOOL YOUTH, EDUCATION | $153,000 | |
| ALAMEDA CO COMMUNITY FOOD BANK | ||||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | N/A | PC | SAFETY NET | $200,000 | |
| ALLIANCE OF MISSION DIST CATHOLIC SCHOOLS | ||||||||
| ONE PETER YORKE WAY 2ND FLOOR | SAN FRANCISCO | CA | 94109 | N/A | PC | K-8 SCHOLARSHIPS | $120,000 | |
| ALONZO KING LINES BALLET | ||||||||
| 26 SEVENTH STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 | |
| AMERICAN INDIAN CHILD RESOURCE CENTER | ||||||||
| 522 GRAND AVENUE | OAKLAND | CA | 94610 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 | |
| BAY AREA DISCOVERY MUSEUM | ||||||||
| 557 MCREYNOLDS ROAD | SAUSALITO | CA | 94965 | N/A | PC | EDUCATION | $15,000 | |
| BAY AREA GIRLS CLUB | ||||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 | |
| BAY SCHOLARS | ||||||||
| 465 CALIFORNIA ST 16TH FLOOR | SAN FRANCISCO | CA | 94104 | N/A | PC | EDUCATION | $2,500 | |
| BAYCAT | ||||||||
| 2415 3RD STREET SUITE 230 | SAN FRANCISCO | CA | 94107 | N/A | PC | MIDDLE SCHOOL YOUTH | $145,000 | |
| BAYKEEPER | ||||||||
| 1736 FRANKLIN STREET SUITE 800 | OAKLAND | CA | 94612 | N/A | PC | COMMUNITY SERVICES | $5,000 | |
| BERKELEY FOOD NETWORK | ||||||||
| 1569 SOLANO AVENUE BOX 243 | BERKELEY | CA | 94707 | N/A | PC | SAFETY NET | $100,000 | |
| BOYS AND GIRLS CLUB OF SAN FRANCISCO | ||||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | MIDDLE SCHOOL YOUTH | $70,000 | |
| BRIDGE THE GAP | ||||||||
| PO BOX 1390 | SAUSALITO | CA | 94965 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 | |
| CALIF SOCIETY OF JESUS | ||||||||
| PO BOX 68 | LOS GATOS | CA | 95031 | N/A | PC | COMMUNITY SERVICES | $5,000 | |
| CALISTOGA THEATER COMPANY | ||||||||
| PO BOX 277 | CALISTOGA | CA | 94515 | N/A | PC | COMMUNITY SERVICES | $1,000 | |
| CANAL ALLIANCE | ||||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | N/A | PC | MIDDLE SCHOOL YOUTH | $100,000 | |
| CANTARE CON VIVO | ||||||||
| 2619 BROADWAY STREET | OAKLAND | CA | 94612 | N/A | PC | MIDDLE SCHOOL YOUTH | $94,000 | |
| CAPUCHIN RETIRED FRIARS FOUNDATION | ||||||||
| 1345 CORTEZ AVENUE | BURLINGAME | CA | 94010 | N/A | PC | COMMUNITY SERVICES | $1,000 | |
| CATHOLIC CHARITIES | ||||||||
| 990 EDDY STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | COMMUNITY SERVICES | $25,000 | |
| CHAPTER 510 INK | ||||||||
| 546 9TH STREET | OAKLAND | CA | 94607 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 | |
| CHILDREN'S COUNCIL OF SAN FRANCISCO | ||||||||
| 445 CHURCH STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | COMMUNITY SERVICES | $15,000 | |
| CLINIC BY THE BAY | ||||||||
| 35 ONONDAGA AVE | SAN FRANCISCO | CA | 94112 | N/A | PC | COMMUNITY SERVICES | $2,500 | |
| COMMONWEALTH CLUB OF CALIFORNIA | ||||||||
| 110 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | N/A | PC | COMMUNITY SERVICES | $5,000 | |
| COMMUNITY HEALTH FOUNDATION NAPA VALLEY | ||||||||
| 414 SOUTH JEFFERSON STREET | NAPA | CA | 94559 | N/A | PC | COMMUNITY SERVICES | $3,000 | |
| COMMUNITY RESOURCES FOR SCIENCE | ||||||||
| 1611 SAN PABLO AVE SUITE 10B | BERKELEY | CA | 94702 | N/A | PC | MIDDLE SCHOOL YOUTH | $80,000 | |
| DE MARILLAC ACADEMY | ||||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | N/A | PC | EDUCATION | $100,000 | |
| EAST BAY ASIAN YOUTH CENTER | ||||||||
| 2025 E 12TH STREET | OAKLAND | CA | 94606 | N/A | PC | MIDDLE SCHOOL YOUTH | $125,000 | |
| EAST BAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 339 11TH STREET | RICHMOND | CA | 94801 | N/A | PC | MIDDLE SCHOOL YOUTH | $120,000 | |
| EAST OAKLAND YOUTH DEVELOPMENT CENTER | ||||||||
| 8200 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94621 | N/A | PC | MIDDLE SCHOOL YOUTH | $200,000 | |
| EPISCOPAL IMPACT FUND | ||||||||
| 1055 TAYLOR STREET | SAN FRANCISCO | CA | 94108 | N/A | PC | COMMUNITY SERVICES | $3,000 | |
| EXCELLENCE IN EDUCATION FOUNDATION | ||||||||
| PO BOX 2951 | TRUCKEE | CA | 96160 | N/A | PC | EDUCATION | $10,000 | |
| EXTRAFOOD ORG | ||||||||
| 907 SIR FRANCIS DRAKE BLVD | KENTFIELD | CA | 94904 | N/A | PC | SAFETY NET | $200,000 | |
| FACE-FAMILY AID CATHOLIC EDUCATION | ||||||||
| 2121 HARRISON ST STE 100 | OAKLAND | CA | 94612 | N/A | PC | EDUCATION | $100,000 | |
| FIRST GRADUATE | ||||||||
| 2973 16TH STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $120,000 | |
| FOOD BANK OF CONTRA COSTA & SOLANO | ||||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | N/A | PC | SAFETY NET | $150,000 | |
| GIRLS EDUCATION COLLABORATIVE | ||||||||
| 657 PERSONS STREET | EAST AURORA | NY | 14052 | N/A | PC | EDUCATION | $5,000 | |
| GIRLS INC OF ALAMEDA COUNTY | ||||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | N/A | PC | MIDDLE SCHOOL YOUTH | $125,000 | |
| GLIDE FOUNDATION | ||||||||
| 330 ELLIS STREET 4TH FLOOR | SAN FRANCISCO | CA | 94102 | N/A | PC | SAFETY NET | $20,000 | |
| HEALTHRIGHT360 | ||||||||
| 1563 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | COMMUNITY SERVICES | $2,000 | |
| HIDDEN GENIUS PROJECT | ||||||||
| 1441 FRANKLIN STREET | OAKLAND | CA | 94609 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 | |
| HOLY FAMILY DAY HOME | ||||||||
| 299 DOLORES STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | COMMUNITY SERVICES | $10,000 | |
| HOMELESS YOUTH ALLIANCE | ||||||||
| PO BOX 170427 | SAN FRANCISCO | CA | 94117 | N/A | PC | COMMUNITY SERVICES | $20,000 | |
| JUMPSTART FOR YOUNG CHILDREN | ||||||||
| 308 CONGRESS ST 6TH FL | BOSTON | MA | 02210 | N/A | PC | EDUCATION | $4,000 | |
| LAND TRUST OF NAPA COUNTY | ||||||||
| 1700 SOSCOL AVENUE SUITE 20 | NAPA | CA | 94559 | N/A | PC | COMMUNITY SERVICES | $2,000 | |
| LIBRARY OF CONGRESS JAMES MADISON COUNCIL | ||||||||
| 101 INDEPENDENCE AVE SE | WASHINGTON | DC | 20540 | N/A | PC | EDUCATION | $10,000 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 300 LAKE STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | SAFETY NET | $20,000 | |
| LOS CENZONTLES MEXICAN ARTS CENTER | ||||||||
| 13108 SAN PABLO AVENUE | RICHMOND | CA | 94805 | N/A | PC | MIDDLE SCHOOL YOUTH | $100,000 | |
| MARTIN LUTHER KING JR FREEDOM CENTER | ||||||||
| 12500 CAMPUS DR BLDG D187 1ST FLOOR | OAKLAND | CA | 94619 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 | |
| MEALS ON WHEELS CONTRA COSTA | ||||||||
| 2301 RUMVILLE BLVD | SAN PABLO | CA | 94806 | N/A | PC | SAFETY NET | $20,000 | |
| MEALS ON WHEELS DIABLO REGION | ||||||||
| 1300 CIVIC DRIVE | WALNUT CREEK | CA | 94596 | N/A | PC | SAFETY NET | $100,000 | |
| MEALS ON WHEELS SAN FRANCISCO | ||||||||
| 1375 FAIRFAX AVENUE | SAN FRANCISCO | CA | 94124 | N/A | PC | SAFETY NET | $100,000 | |
| MERCY RETIREMENT & CARE CENTER | ||||||||
| 3431 FOOTHILL BLVD | OAKLAND | CA | 94601 | N/A | PC | SAFETY NET | $101,000 | |
| MINDFUL LIFE PROJECT | ||||||||
| 1001 CANAL BLVD SUITE A | RICHMOND | CA | 94804 | N/A | PC | MIDDLE SCHOOL YOUTH | $130,000 | |
| MISSION DOLORES ACADEMY | ||||||||
| 3371 - 16TH STREET | SAN FRANCISCO | CA | 94114 | N/A | PC | EDUCATION | $15,000 | |
| MISSION GRADUATES | ||||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $125,000 | |
| MISSION SAN JUAN BAUTISTA PRESERVATION FUND | ||||||||
| 406 2ND STREET PO BOX 200 | SAN JUAN BAUTISTA | CA | 95045 | N/A | PC | COMMUNITY SERVICES | $20,000 | |
| NAPA VALLEY COMMUNITY FOUNDATION | ||||||||
| 3299 CLAREMONT WAY SUITE 2 | NAPA | CA | 94558 | N/A | PC | COMMUNITY SERVICES | $6,500 | |
| NEXT GENERATION SCHOLARS INC | ||||||||
| 1018 E STREET | SAN RAFAEL | CA | 94901 | N/A | PC | MIDDLE SCHOOL YOUTH | $100,000 | |
| NORTH MARIN COMMUNITY SERVICES | ||||||||
| 680 WILSON AVENUE | NOVATO | CA | 94947 | N/A | PC | MIDDLE SCHOOL YOUTH | $150,000 | |
| OAKLAND LEAF FOUNDATION | ||||||||
| 510 3RD ST SUITE 200 | OAKLAND | CA | 94607 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 | |
| ORDER OF MALTA CLINIC NORTHEN CALIFORNIA | ||||||||
| 2121 HARRISON ST STE 110 | OAKLAND | CA | 94612 | N/A | PC | COMMUNITY SERVICES | $5,000 | |
| OUR TOWN ST HELENA | ||||||||
| PO BOX 94 | ST HELENA | CA | 94574 | N/A | PC | COMMUNITY SERVICES | $2,000 | |
| OUTWARD BOUND | ||||||||
| 1539 PERSHING DRIVE SUITE 316 | SAN FRANCISCO | CA | 94129 | N/A | PC | MIDDLE SCHOOL YOUTH | $40,000 | |
| PENINSULA FAMILY SERVICE | ||||||||
| 24 SECOND AVENUE | SAN MATEO | CA | 94401 | N/A | PC | COMMUNITY SERVICES | $5,000 | |
| PROJECT AVARY | ||||||||
| PO BOX 150088 | SAN RAFAEL | CA | 94915 | N/A | PC | MIDDLE SCHOOL YOUTH | $125,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 44 MONTGOMERY ST SUITE 850 | SAN FRANCISCO | CA | 94104 | N/A | PC | COMMUNITY SERVICES | $5,000 | |
| SALVATION ARMY | ||||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | SAFETY NET | $20,000 | |
| SAN FRANCISCO & MARIN FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94103 | N/A | PC | SAFETY NET | $225,000 | |
| SAN FRANCISCO JAZZ ORGANIZATION | ||||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 | |
| SAN FRANCISCO STUDENTS BACK ON TRACK | ||||||||
| 1399 MCALLISTER STREET 850 BRYANT | SAN FRANCISCO | CA | 94115 | N/A | PC | EDUCATION | $5,000 | STREET 3RD FLOOR |
| SMART | ||||||||
| 1061 MARKET STREET MEZZANINE | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $150,000 | |
| SOAR FOR YOUTH | ||||||||
| PO BOX 1291 | BERKELEY | CA | 94701 | N/A | PC | MIDDLE SCHOOL YOUTH | $90,000 | |
| SOS MEALS ON WHEELS | ||||||||
| 2235 POLVOROSA AVE SUITE 260 | SAN LEANDRO | CA | 94577 | N/A | PC | SAFETY NET | $100,000 | |
| ST ANTHONY'S DINING ROOM | ||||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | N/A | PC | SAFETY NET | $20,000 | |
| ST IGNATIUS PARISH | ||||||||
| 650 PARKER AVENUE | SAN FRANCISCO | CA | 94118 | N/A | PC | COMMUNITY SERVICES | $50,000 | |
| TANDEM PARTNERS IN EARLY LIVING | ||||||||
| 1275 FAIRFAX AVE SUITE 201 | SAN FRANCISCO | CA | 94124 | N/A | PC | EDUCATION | $10,000 | |
| THE BASIC FUND | ||||||||
| 1301 CLAY STREET NO 70450 | OAKLAND | CA | 94812 | N/A | PC | K-8 SCHOLARSHIPS | $1,080,000 | |
| UNITED CEREBRAL PALSY OF THE NORTH BAY | ||||||||
| 1425 N MCDOWELL BLVD SUITE 115 | PETALUMA | CA | 94954 | N/A | PC | COMMUNITY SERVICES | $1,000 | |
| UPVALLEY FAMILY CENTERS | ||||||||
| 1440 SPRING STREET | ST HELENA | CA | 94574 | N/A | PC | COMMUNITY SERVICES | $4,500 | |
| WATERSIDE WORKSHOPS | ||||||||
| 84 BOLIVAR DRIVE | BERKELEY | CA | 94710 | N/A | PC | MIDDLE SCHOOL YOUTH | $65,000 | |
| WEST MARIN SENIOR SERVICES | ||||||||
| PO BOX 791 11435 STATE ROUTE ONE | PT REYES STATION | CA | 94956 | N/A | PC | SAFETY NET | $100,000 | |
| WHITE PONY EXPRESS | ||||||||
| 3380 VINCENT RD SUITE 107 | PLEASANT HILL | CA | 94523 | N/A | PC | SAFETY NET | $100,000 | |
| WINTER NIGHTS FAMILY SHELTER INC | ||||||||
| 404 GREGORY LANE UNIT 7 | PLEASANT HILL | CA | 94523 | N/A | PC | COMMUNITY SERVICES | $5,000 | |
| WOMEN'S AUDIO MISSION | ||||||||
| 542-544 NATOMA STREET C-1 | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $80,000 | |
| YES NATURE TO NEIGHBORHOODS | ||||||||
| 3029 MACDONALD AVENUE | RICHMOND | CA | 94804 | N/A | PC | MIDDLE SCHOOL YOUTH | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,560,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826 VALENCIA | |||||||
| 825 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | MIDDLE SCHOOL YOUTH | $75,000 |
| ALAMEDA CO COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | N/A | PC | SAFETY NET | $400,000 |
| BAYCAT | |||||||
| 2415 3RD STREET SUITE 230 | SAN FRANCISCO | CA | 94107 | N/A | PC | MIDDLE SCHOOL YOUTH | $75,000 |
| BERKELEY FOOD NETWORK | |||||||
| 1569 SOLANO AVENUE BOX 243 | BERKELEY | CA | 94707 | N/A | PC | SAFETY NET | $200,000 |
| BOYS AND GIRLS CLUB OF SAN FRANCISCO | |||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | MIDDLE SCHOOL YOUTH | $100,000 |
| DE MARILLAC ACADEMY | |||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | N/A | PC | EDUCATION | $200,000 |
| EAST BAY ASIAN YOUTH CENTER | |||||||
| 2025 E 12TH STREET | OAKLAND | CA | 94606 | N/A | PC | MIDDLE SCHOOL YOUTH | $75,000 |
| EXTRAFOOD ORG | |||||||
| 907 SIR FRANCIS DRAKE BLVD | KENTFIELD | CA | 94904 | N/A | PC | SAFETY NET | $400,000 |
| FACE-FAMILY AID CATHOLIC EDUCATION | |||||||
| 2121 HARRISON ST STE 100 | OAKLAND | CA | 94612 | N/A | PC | EDUCATION | $200,000 |
| FIRST GRADUATE | |||||||
| 2973 16TH STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| FOOD BANK OF CONTRA COSTA & SOLANO | |||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | N/A | PC | SAFETY NET | $300,000 |
| GIRLS INC OF ALAMEDA COUNTY | |||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | N/A | PC | MIDDLE SCHOOL YOUTH | $75,000 |
| LOS CENZONTLES MEXICAN ARTS CENTER | |||||||
| 13108 SAN PABLO AVENUE | RICHMOND | CA | 94805 | N/A | PC | MIDDLE SCHOOL YOUTH | $50,000 |
| MEALS ON WHEELS CONTRA COSTA | |||||||
| 2301 RUMVILLE BLVD | SAN PABLO | CA | 94806 | N/A | PC | SAFETY NET | $40,000 |
| MEALS ON WHEELS DIABLO REGION | |||||||
| 1300 CIVIC DRIVE | WALNUT CREEK | CA | 94596 | N/A | PC | SAFETY NET | $200,000 |
| MEALS ON WHEELS SAN FRANCISCO | |||||||
| 1375 FAIRFAX AVENUE | SAN FRANCISCO | CA | 94124 | N/A | PC | SAFETY NET | $200,000 |
| MERCY RETIREMENT & CARE CENTER | |||||||
| 3431 FOOTHILL BLVD | OAKLAND | CA | 94601 | N/A | PC | SAFETY NET | $200,000 |
| MISSION GRADUATES | |||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | MIDDLE SCHOOL YOUTH | $75,000 |
| PROJECT AVARY | |||||||
| PO BOX 150088 | SAN RAFAEL | CA | 94915 | N/A | PC | MIDDLE SCHOOL YOUTH | $75,000 |
| SAN FRANCISCO & MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94103 | N/A | PC | SAFETY NET | $400,000 |
| SOS MEALS ON WHEELS | |||||||
| 2235 POLVOROSA AVE SUITE 260 | SAN LEANDRO | CA | 94577 | N/A | PC | SAFETY NET | $200,000 |
| WEST MARIN SENIOR SERVICES | |||||||
| PO BOX 791 11435 STATE ROUTE ONE | PT REYES STATION | CA | 94956 | N/A | PC | SAFETY NET | $200,000 |
| WHITE PONY EXPRESS | |||||||
| 3380 VINCENT RD SUITE 107 | PLEASANT HILL | CA | 94523 | N/A | PC | SAFETY NET | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,990,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,235,025 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,752,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,945,315 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,932,372 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,932,372 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $74,804 | Amt |
| Net Investment Income | $14,961 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $67,133 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (110 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLINGTON QUALITY VALUE | $4,729,669 | $4,729,669 |
| WELLINGTON SMID CAP EQUITY | $2,506,022 | $2,506,022 |
| WELLINGTON INTERMEDIATE BOND | $10,927,494 | $10,927,494 |
| WELLINGTON GLOBAL OPPS | $10,267,807 | $10,267,807 |
| WELLINGTON ENDURING ASSETS | $2,417,379 | $2,417,379 |
| LINDE PLC | $548,876 | $548,876 |
| SHERWIN WILLIAMS CO COM | $102,999 | $102,999 |
| AMAZON COM INC COM | $1,011,827 | $1,011,827 |
| ARAMARK | $69,844 | $69,844 |
| BURLINGTON STORES INC | $107,753 | $107,753 |
| CHIPOTLE MEXICAN GRILL INC COM | $471,848 | $471,848 |
| DARDEN RESTAURANTS INC | $66,835 | $66,835 |
| HILTON WORLDWIDE HLDGS INC COM | $249,384 | $249,384 |
| MARRIOTT INTL INC CL A | $142,538 | $142,538 |
| ROYAL CARIBBEAN CRUISES LTD COM | $317,199 | $317,199 |
| TJX COS INC | $140,623 | $140,623 |
| TRACTOR SUPPLY CO | $197,118 | $197,118 |
| YUM BRANDS INC COM | $63,189 | $63,189 |
| AON PLC SHS CL A | $72,909 | $72,909 |
| CAPITAL ONE FINL CORP COM | $107,349 | $107,349 |
| DISCOVER FINL SVCS COM | $97,009 | $97,009 |
| GALLAGHER ARTHUR J & CO COM | $200,114 | $200,114 |
| JPMORGAN CHASE & CO COM | $531,916 | $531,916 |
| KKR & CO INC CL A | $157,524 | $157,524 |
| MARSH & MCLENNAN COS INC COM | $794,413 | $794,413 |
| MORGAN STANLEY | $146,338 | $146,338 |
| PNC FINL SVCS GROUP INC COM | $300,075 | $300,075 |
| PROGRESSIVE CORP OHIO COM | $172,998 | $172,998 |
| STATE STR CORP COM | $174,903 | $174,903 |
| TRUIST FINANCIAL CORP | $203,799 | $203,799 |
| WELLS FARGO CO NEW COM | $180,728 | $180,728 |
| ABBOTT LABS COM | $383,217 | $383,217 |
| ABBVIE INC COM | $267,083 | $267,083 |
| ALNYLAM PHARMACEUTICALS INC | $70,358 | $70,358 |
| AMGEN INC | $89,139 | $89,139 |
| ASTRAZENECA PLC SPONSORED ADR | $192,498 | $192,498 |
| BRISTOL MYERS SQUIBB CO COM | $73,076 | $73,076 |
| DANAHER CORPORATION COM | $362,919 | $362,919 |
| ELEVANCE HEALTH INC | $181,868 | $181,868 |
| LILLY ELI & CO COM | $328,872 | $328,872 |
| NOVO-NORDISK A S ADR | $188,728 | $188,728 |
| REGENERON PHARMACEUTICALS | $317,699 | $317,699 |
| SAREPTA THERAPEUTICS INC | $43,164 | $43,164 |
| UNITEDHEALTH GROUP INC COM | $433,016 | $433,016 |
| AIRBUS SE UNSPONSORED ADR | $135,957 | $135,957 |
| ALLEGHENY TECHNOLOGIES INC COM | $187,576 | $187,576 |
| AMETEK INC | $218,475 | $218,475 |
| CARRIER GLOBAL CORPORATION | $232,016 | $232,016 |
| CSX CORP COM | $74,447 | $74,447 |
| EQUIFAX INC COM | $116,212 | $116,212 |
| FEDEX CORP | $208,747 | $208,747 |
| GENERAL ELECTRIC CO NEW | $240,344 | $240,344 |
| HEICO CORP | $41,367 | $41,367 |
| HEICO CORP CL A | $40,379 | $40,379 |
| INGERSOLL RAND INC | $297,252 | $297,252 |
| ITT INC | $183,744 | $183,744 |
| MSCI INC COM | $91,202 | $91,202 |
| NORTHROP GRUMMAN CORP COM | $199,448 | $199,448 |
| RTX CORP | $241,160 | $241,160 |
| S&P GLOBAL INC COM | $126,002 | $126,002 |
| SAFRAN S A SPON ADR | $94,340 | $94,340 |
| SAIA INC | $48,763 | $48,763 |
| TRANSDIGM GROUP INC COM | $245,852 | $245,852 |
| UNION PACIFIC CORP COM | $56,554 | $56,554 |
| UNITED CONTL HLDGS INC COM | $201,483 | $201,483 |
| VERALTO CORP | $88,202 | $88,202 |
| WASTE CONNECTIONS INC COM | $505,032 | $505,032 |
| ANHEUSER-BUSCH INBEV SA NV SP ADR | $64,991 | $64,991 |
| CHURCH & DWIGHT INC COM | $207,954 | $207,954 |
| MONDELEZ INTL INC CL A | $60,626 | $60,626 |
| PHILIP MORRIS INTL INC COM | $392,582 | $392,582 |
| ACCENTURE PLC IRELAND SHS CLASS A | $343,699 | $343,699 |
| ALPHABET INC CAP STK CL C | $1,414,207 | $1,414,207 |
| ANALOG DEVICES INC COM | $112,604 | $112,604 |
| APPLE INC COM | $1,092,082 | $1,092,082 |
| APPLIED MATERIALS INC | $110,101 | $110,101 |
| ASML HOLDING N V N Y REGISTRY SHS | $121,982 | $121,982 |
| ATLASSIAN CORPORATION CL A | $338,542 | $338,542 |
| BROADCOM INC COM | $2,021,645 | $2,021,645 |
| CHARTER COMMUNICATIONS INC NEW CL A | $191,608 | $191,608 |
| COMCAST CORP NEW CL A | $196,657 | $196,657 |
| ELECTRONIC ARTS INC COM | $134,596 | $134,596 |
| HENRY JACK & ASSOC INC COM | $150,407 | $150,407 |
| KLA-TENCOR CORP | $426,591 | $426,591 |
| MASTERCARD INC CL A | $95,309 | $95,309 |
| META PLATFORMS INC CL A | $647,574 | $647,574 |
| MICRON TECHNOLOGY INC | $105,537 | $105,537 |
| MICROSOFT CORP COM | $1,917,825 | $1,917,825 |
| NETFLIX INC COM | $109,632 | $109,632 |
| NVIDIA CORP COM | $166,788 | $166,788 |
| SALESFORCE INC | $483,107 | $483,107 |
| SERVICENOW INC COM | $520,519 | $520,519 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $85,711 | $85,711 |
| TAKE-TWO INTERACTIVE SOFTWARE | $159,229 | $159,229 |
| TEXAS INSTRS INC COM | $81,192 | $81,192 |
| TOAST INC CL A | $207,218 | $207,218 |
| VISA INC COM CL A | $1,037,875 | $1,037,875 |
| CENTERPOINT ENERGY INC | $107,565 | $107,565 |
| CONSTELLATION ENERGY CORP | $793,052 | $793,052 |
| EDISON INTL COM | $113,453 | $113,453 |
| ENTERGY CORP | $195,009 | $195,009 |
| GE VERNOVA INC | $299,984 | $299,984 |
| PG&E CORP | $111,979 | $111,979 |
| SEMPRA ENERGY COM | $161,229 | $161,229 |
| EQUINIX INC COM | $134,833 | $134,833 |
| WELLTOWER INC | $154,261 | $154,261 |
| AMERICAN BOND FUND OF AMERICA CL F3 | $7,600,126 | $7,600,126 |
| AMERICAN FUNDS INTERMEDIATE BOND FUND OF AMERICA CL F3 | $2,765,862 | $2,765,862 |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F3 | $7,825,381 | $7,825,381 |
| AMERICAN FUNDS SMALLCAP WORLD FUND CL F3 | $2,956,510 | $2,956,510 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLINGTON COMPOUND GROWTH, L.P. | FMV | $16,644,097 | $16,644,097 |
| STEADFAST INTERNATIONAL LTD. | FMV | $7,556,024 | $7,556,024 |
| OIL & GAS RIGHTS | FMV | $15,045,000 | $15,045,000 |
| KING STREET CAPITAL, LTD. | FMV | $207,988 | $207,988 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS L.P. | FMV | $7,040,876 | $7,040,876 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STATE TAX RECEIVABLES | $135,064 | $137,254 | $137,254 |
| OTHER RECEIVABLES | $762 | $762 | $762 |
| BOND DEPOSIT | $20,000 | $20,000 | $20,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED TAXES | Desc |
| Amt | $129,744 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,169 | $0 | $2,286 |
| OIL & GAS OWNER DEDUCTIONS | $66,239 | $66,239 | $0 |
| BANK FEES | $27 | $0 | $27 |
| PASSTHROUGH DEDUCTIONS | $295,913 | $295,900 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $12,684,758 | $12,684,758 | $12,684,758 |
| OIL LEASE CONTRACT INCOME | $504,996 | $504,996 | $504,996 |
| OTHER PASSTHROUGH INCOME | $575,129 | $574,543 | $575,129 |
| OTHER INVESTMENT INCOME | -$12,851 | $6,894 | -$12,851 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $6,766,282 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES PAYABLE | Desc |
| BOY Book Value | $372,976 | BOYBookValueAmt |
| EOY Book Value | $544,027 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT SERVICES FEE | $410,465 | $8,209 | $402,256 |
| INVESTMENT MANAGEMENT FEES | $416,702 | $416,702 | $0 |
| ALTERNATIVE INVESTMENT FEES AND EXPENSES | $351,864 | $351,864 | $0 |
| APPRAISALS & CONSULTING FEES | $7,500 | $7,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER STATE FEES | $400 | $0 | $400 |
| GAS AND OIL TAX AND OTHER TAXES | $1,042,910 | $1,042,910 | $0 |
| FEDERAL EXCISE TAXES | $279,854 | $0 | $0 |
| FOREIGN TAXES | $2,394 | $2,394 | $0 |
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