BOTHIN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BOTHIN FOUNDATION (EIN 94-1196182)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-02
- IRS object ID
- 201422759349100307
- Schema version
- 2013v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock 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 | 2014-10-02T17:54:09-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 AIRPORT PARKWAY | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941196182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOTHIN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOTH | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET NO 300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYMAN H CASEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155166450 | PhoneNum |
| Signature | 2014-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LEE | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,000,473 | 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 | $964,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $964,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,310,172 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,107,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,310,172 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,704 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,282,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,274,495 | 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 | $10,474 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,284 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,142 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $581,546 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $264,399 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $275,755 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,980 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $198 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,188 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $667,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $271,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $281,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,301,578 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,347,320 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,969,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $271,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,629,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,312,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,003,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,909 | CashBOYAmt |
| Cash EOY | $99,928 | CashEOYAmt |
| Cash EOYFMV | $99,928 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,108,852 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,786,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,786,508 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $97,696 | AcctRcvblAmt |
| Acct Rcvbl BOY | $101,602 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $97,696 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $97,696 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,291 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,460 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,460 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $23,499,270 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,946,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,946,212 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,413,582 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,068,669 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,068,669 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $34,213,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,000,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,000,473 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,884 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,363 | AccountsPayableEOYAmt |
| Grants Payable BOY | $95,742 | GrantsPayableBOYAmt |
| Grants Payable EOY | $50,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $54,546 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $211,100 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $170,172 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $279,463 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $34,043,334 | UnrestrictedBOYAmt |
| Unrestricted EOY | $39,721,010 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,043,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,721,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,213,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,000,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,043,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,312,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,510,185 | OtherIncreasesAmt |
| Subtotal | $39,866,464 | SubtotalAmt |
| Other Decreases | $145,454 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,721,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUITY & BOND SALES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $12,107,346 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,797,174 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,310,172 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,310,172 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,310,172 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,686,044 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,842,957 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051337 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,559,779 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,628,836 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,537,003 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,771,624 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048377 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,433,720 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,753,556 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049862 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,952,569 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,890,245 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057614 | DistributionYr5Rt |
| Total Distribution | 0.254994 | TotalDistributionRt |
| Average Distribution | 0.050999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,443,154 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,858,564 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,031 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,888,595 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,629,155 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,062 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,062 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,062 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,900 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $59,500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $562 | TaxDueAmt |
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 | 0 | 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 | WWW.PFS-LLC.NET/BOTHIN | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYMAN H CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| A MICHAEL CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER/VP | 2.00 | $0 | $0 | $0 |
| LAURA KING PFAFF | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DEVON LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VP / GOVERNANCE CHAIR | 2.00 | $0 | $0 | $0 |
| PAUL SUSSMAN | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR/ AUDIT COMMITTEE | 2.00 | $0 | $0 | $0 |
| PAM MCCOSKER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | ADVISORY CHAIR | 2.00 | $0 | $0 | $0 |
| THEODORE A GRIFFINGER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR/ FINANCE | 2.00 | $0 | $0 | $0 |
| CHRISTIAN F MILLER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KATHERINE JOINER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | FOUNDATION MANAGEMENT | $334,794 |
| OSTERWEIS CAPITAL MANAGEMENT | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | INVESTMENT COUNSELING | $111,427 |
| PETERSEN FLYNN & DINSMORE | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | INVESTMENT COUNSELING | $56,101 |
| 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 | $35,761,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,236,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,998,126 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,998,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $554,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,443,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,822,158 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,822,158 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,062 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,062 | TotalTaxAmt |
| Distributable Before Adj | $1,762,096 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,762,096 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,762,096 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,629,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,629,155 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,629,155 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,762,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,086 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,806 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $75,124 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,629,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,629,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $89,016 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $89,016 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $43,925 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HECTOR MELENDEZ SENIOR PROGRAM OFFI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NET | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NET | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NET | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 826 VALENCIA | ||||||
| 826 VALENCIA ST | SAN FRANCISCO | CA | 94110 | 501 ( C ) (3) PUBLIC | 826 VALENCIA ROOF CONSTRUCTION | $33,000 |
| ASIAN ART MUSEUM OF SAN FRANCISCO | ||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | 501 ( C ) (3) PUBLIC | SUPPORT THE PURCHASE SHIPPING AND INSTALLATION OF 20 ADA COMPLIANT GALLERY BENCHES | $6,050 |
| ASPIRANET | ||||||
| 3925 NORIEGA STREET | SAN FRANCISCO | CA | 94122 | 501 ( C ) (3) PUBLIC | FLOORING RENOVATIONS TO THE SUNSET NEIGHBORHOOD BEACON CENTER | $13,900 |
| BERNAL HEIGHTS NEIGHBORHOOD CENTER | ||||||
| 515 CORTLAND AVENUE | SAN FRANCISCO | CA | 94110 | 501 ( C ) (3) PUBLIC | BUILDING RENOVATION AND TELECOMMUNICATIONS UPGRADE | $30,000 |
| BLACK COALITION ON AIDS INC | ||||||
| 601 CESAR CHAVEZ STREET | SAN FRANCISCO | CA | 94124 | 501 ( C ) (3) PUBLIC | BCA IT UPGRADE PROJECT | $7,500 |
| BOYS & GIRLS CLUBS OF SONOMA VALLEY | ||||||
| PO BOX 218 | EL VERANO | CA | 95433 | 501 ( C ) (3) PUBLIC | TECHNOLOGY EXPANSION | $30,000 |
| BUCKELEW PROGRAMS | ||||||
| 900 FIFTH AVENUE SUITE 150 | SAN RAFAEL | CA | 94901 | 501 ( C ) (3) PUBLIC | D-STREET HOUSE REHABILITATION | $32,800 |
| CAMINAR | ||||||
| 2600 S EL CAMINO REAL SUITE 200 | SAN MATEO | CA | 94403 | 501 ( C ) (3) PUBLIC | VEHICLE FOR Y.E.S. PROGRAM | $30,000 |
| CENTER FOR DOMESTIC PEACE | ||||||
| 734 A STREET | SAN RAFAEL | CA | 94901 | 501 ( C ) (3) PUBLIC | FACILITY RENOVATIONS AT EMERGENCY SHELTER FOR VICTIMS OF DOMESTIC VIOLENCE IN MARIN COUNTY | $35,000 |
| CHILDREN'S BOOK PROJECT | ||||||
| 45 HOLLY PARK CIRCLE | SAN FRANCISCO | CA | 94110 | 501 ( C ) (3) PUBLIC | CHILDREN?S BOOK PROJECT ? IT EQUIPMENT | $4,880 |
| COASTSIDE CHILDREN'S PROGRAMS | ||||||
| 494 MIRAMONTES AVE | HALF MOON BAY | CA | 94019 | 501 ( C ) (3) PUBLIC | FLOORING AND EXTERIOR RENOVATION AND REPAIR TO CHILD CARE FACILITY IN HALF MOON BAY | $27,000 |
| COMMUNITY INITIATIVES (ENRICHING LIVES THROUGH MUSIC) | ||||||
| PO BOX 1133 | LARKSPUR | CA | 94977 | 501 ( C ) (3) PUBLIC | PURCHASE MUSICAL INSTRUMENTS AND A SOUND SYSTEM FOR EL SISTEMA-INSPIRED MUSIC PROGRAM IN THE CANAL NEIGHBORHOOD IN SAN RAFAEL CA. | $25,000 |
| COMMUNITY INITIATIVES (PEER RESOURCES) | ||||||
| 727 GOLDEN GATE AVENUE 2/F | SAN FRANCISCO | CA | 94102 | 501 ( C ) (3) PUBLIC | TO SUPPORT DATA MIGRATION FOR PEER RESOURCES, A SAN FRANCISCO SCHOOL-BASED YOUTH EMPOWERMENT PROGRAM | $7,500 |
| COMMUNITY OVERCOMING RELATIONSHIP ABUSE | ||||||
| 2211 PALM AVE | SAN MATEO | CA | 94403 | 501 ( C ) (3) PUBLIC | NEW TECHNOLOGY FOR SAFE HOUSE AND 24-HOUR RESPONSE PROGRAM | $22,300 |
| COMMUNITY SUPPORT NETWORK | ||||||
| 1410 GUERNEVILLE ROAD SUITE 14 | SANTA ROSA | CA | 95403 | 501 ( C ) (3) PUBLIC | COMMUNITY SUPPORT NETWORK STONY POINT COMMONS ROOF REPLACEMENT | $25,000 |
| COMPASS FAMILY SERVICES | ||||||
| 49 POWELL STREET 3RD FLOOR | SAN FRANCISCO | CA | 94102 | 501 ( C ) (3) PUBLIC | REFURBISH TRANSITIONAL HOUSING UNITS AND CONDUCT SAFETY UPGRADES TO A TRANSITIONAL HOUSING COMPLEX IN SAN FRANCISCO | $35,000 |
| COUNCIL ON FOUNDATIONS | ||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | 501 ( C ) (3) PUBLIC | ANNUAL MEMBERSHIP DUES JANUARY - DECEMBER 2013. TOTAL PAYMENT WILL BE FOR 3,730 (3,230 IS THE GRANT PORTION; 500 IS ANNUAL DUES) | $3,230 |
| CURIODYSSEY | ||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | 501 ( C ) (3) PUBLIC | CURIODYSSEY CARGO VAN | $30,000 |
| ENVIRONMENTAL VOLUNTEERS INC | ||||||
| 2560 EMBARCADERO ROAD | PALO ALTO | CA | 94303 | 501 ( C ) (3) PUBLIC | WEATHER STATION PROJECT | $7,500 |
| FAMILY SERVICE AGENCY OF SAN FRANCISCO | ||||||
| 1010 GOUGH STREET | SAN FRANCISCO | CA | 94109 | 501 ( C ) (3) PUBLIC | PURCHASE AND INSTALL ROOM DIVIDERS IN THREE INFANT/TODDLER CHILD CARE ROOMS | $25,000 |
| FOOD RUNNERS | ||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | 501 ( C ) (3) PUBLIC | DESIGN A NEW LOGISTICS SYSTEM FOR AGENCY THAT DELIVERS DONATED PERISHABLE FOOD TO SOCIAL SERVICES AGENCIES IN SAN FRANCISCO | $15,000 |
| FRANDELJA ENRICHMENT CENTER | ||||||
| 950 GILMAN AVENUE | SAN FRANCISCO | CA | 94124 | 501 ( C ) (3) PUBLIC | FLOORING FOR CLASSROOMS | $20,800 |
| GIRL SCOUTS OF NORTHERN CALIFORNIA | ||||||
| 1650 HARBOR BAY PARKWAY SUITE 100 | ALAMEDA | CA | 94502 | 501 ( C ) (3) PUBLIC | TO RENOVATE AND BRING INTO ADA COMPLIANCE THE BATHROOMS AT THE BUSH UNIT OF CAMP BOTHIN | $25,000 |
| HUCKLEBERRY YOUTH PROGRAMS | ||||||
| 3310 GEARY BLVD | SAN FRANCISCO | CA | 94118 | 501 ( C ) (3) PUBLIC | UPGRADES TO TELECOMMUNICATION SYSTEM FOR AGENCY SERVING AT-RISK YOUTH IN SAN FRANCISCO AND MARIN COUNTIES | $19,100 |
| INDIVIDUALS NOW SOCIAL ADVOCATES FOR YOUTH | ||||||
| 3440 AIRWAY DR SUITE E | SANTA ROSA | CA | 95403 | 501 ( C ) (3) PUBLIC | TELEPHONE AND COMMUNICATIONS INFRASTRUCTURE UPGRADE FOR AGENCY SERVING HOMELESS AND AT-RISK YOUTH IN SONOMA COUNTY | $28,000 |
| INTEGRATED COMMUNITY SERVICES | ||||||
| 3020 KERNER BLVD SUITE A | SAN RAFAEL | CA | 94901 | 501 ( C ) (3) PUBLIC | EXPANSION AND RENOVATIONS TO THE GROWING EXCELLENCE IN MARIN GARDEN | $25,000 |
| INTERNATIONAL CHILD RESOURCE EXCHANGE INSTITUTE (PROJECT COMMOTION) | ||||||
| 2095 HARRISON STREET | SAN FRANCISCO | CA | 94110 | 501 ( C ) (3) PUBLIC | SUPPORT THE RENOVATION AND EQUIPPING OF THE FACILITIES FOR PROJECT COMMOTION | $22,100 |
| LA CASA DE LAS MADRES | ||||||
| 1663 MISSION STREET STUITE 225 | SAN FRANCISCO | CA | 94103 | 501 ( C ) (3) PUBLIC | EMERGENCY SHELTER RENOVATION PROJECT | $25,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN | ||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | 501 ( C ) (3) PUBLIC | TO PURCHASE A CAR FOR THE CARE-A-VAN PROGRAM | $29,100 |
| MARIN PERFORMING STARS | ||||||
| 271 DRAKE AVENUE | SAUSALITO | CA | 94965 | 501 ( C ) (3) PUBLIC | PURCHASE A NEW 15-SEAT PASSENGER VAN TO TRANSPORT LOW-INCOME CHILDREN TO CULTURAL ENRICHMENT ACTIVITIES | $25,000 |
| MID-PENINSULA BOYS AND GIRLS CLUB | ||||||
| 200 NORTH QUEBEC STREET | SAN MATEO | CA | 94401 | 501 ( C ) (3) PUBLIC | TO UPGRADE THE COMUPTER LAB AND ADJACENT OFFICE | $40,200 |
| MURAL MUSIC & ARTS PROJECT | ||||||
| 2043 EUCLID AVE | EAST PALO ALTO | CA | 94303 | 501 ( C ) (3) PUBLIC | MMAP MULTIMEDIA STUDIO | $30,500 |
| NEW CONSERVATORY THEATRE CENTER | ||||||
| 25 VAN NESS AVENUE LL | SAN FRANCISCO | CA | 94102 | 501 ( C ) (3) PUBLIC | ORGANIZATIONAL CAPACITY-BUILDING VIA IT UPGRADES & REPLACEMENTS | $47,800 |
| NINTH STREET MEDIA CONSORTIUM INC | ||||||
| 145 9TH ST SUITE 250 | SAN FRANCISCO | CA | 94103 | 501 ( C ) (3) PUBLIC | PURCHASE TECHNOLOGY EQUIPMENT FOR THE MOBILE MEDIA LAB PROJECT SERVING UNDER RESOURCED COMMUNITIES IN SAN FRANCISCO | $29,100 |
| NORTHERN CALIFORNIA GRANTMAKERS | ||||||
| 625 MARKET STREET 15TH FLOOR | SAN FRANCISCO | CA | 94105 | 501 ( C ) (3) PUBLIC | 2013 ANNUAL MEMBERSHIP DUES | $3,060 |
| OLD SKOOL CAF | ||||||
| 1429 MENDELL ST | SAN FRANCISCO | CA | 94124 | 501 ( C ) (3) PUBLIC | GENIE DI SAN FAUSTINO AWARD | $25,000 |
| PETALUMA HEALTH CENTER | ||||||
| 1179 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | 501 ( C ) (3) PUBLIC | REPLACE FOUR DENTAL CHAIRS FOR CLINIC SERVING LOW INCOME FAMILIES IN SONOMA COUNTY | $35,400 |
| PIE RANCH | ||||||
| PO BOX 363 | PESCADERO | CA | 94060 | 501 ( C ) (3) PUBLIC | BUILDING RENOVATION TO CREATE NEW CLASSROOM AND BUNKHOUSE | $25,000 |
| RAPHAEL HOUSE OF SAN FRANCISCO INC | ||||||
| 1065 SUTTER STREET | SAN FRANCISCO | CA | 94109 | 501 ( C ) (3) PUBLIC | WOMEN'S BATHROOM RENOVATION | $35,000 |
| SAINT FRANCIS FOUNDATION | ||||||
| 900 HYDE STREET STE 1208 | SAN FRANCISCO | CA | 94109 | 501 ( C ) (3) PUBLIC | UPGRADES TO THE BOTHIN BURN CENTER | $50,000 |
| SAN FRANCISCO CHILD ABUSE PREVENTION CENTER | ||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | 501 ( C ) (3) PUBLIC | BUILDING IMPROVEMENTS INCLUDING SEISMIC STRENGTHENING AND ADA ACCESSIBILITY | $35,000 |
| SAN FRANCISCO CONSERVATION CORPS | ||||||
| 241 FIFTH STREET | SAN FRANCISCO | CA | 94103 | 501 ( C ) (3) PUBLIC | RENOVATION OF THE NEW RECYCLING FACILITY | $40,000 |
| SAN FRANCISCO PARKS ALLIANCE (KIDS IN PARKS) | ||||||
| 314 RUTLEDGE STREET | SAN FRANCISCO | CA | 94110 | 501 ( C ) (3) PUBLIC | PURCHASE A GREENHOUSE FOR GREEN HAIRSTREAK BUTTERFLY EDUCATION AND RESTORATION PROGRAM AT HERBERT HOOVER MIDDLE SCHOOL | $9,000 |
| SAN MATEO COUNTY HEALTH FOUNDATION | ||||||
| 222 W 39TH AVE | SAN MATEO | CA | 94403 | 501 ( C ) (3) PUBLIC | SUPPORT THE PURCHASE OF NEW DENTAL EQUIPMENT - SUBMITTED 72012. HECTOR RECOMMENDS TO MAKE THIS A CHALLENGE GRANT FOR FEB 2013 (20-25K) | $25,000 |
| STERNE SCHOOL | ||||||
| 2690 JACKSON STREET STERNE SCHOOL | SAN FRANCISCO | CA | 94115 | 501 ( C ) (3) PUBLIC | CREATE A SCIENCE LAB AS PART OF A LARGER CAMPAIGN TO RENOVATE A MIDDLE SCHOOL SERVING STUDENTS WITH LEARNING DIFFERENCES | $25,000 |
| SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES | ||||||
| 1663 MISSION STREET 7TH FLOOR | SAN FRANCISCO | CA | 94103 | 501 ( C ) (3) PUBLIC | PURCHASE THREE EMERGENCY EVACUATION CHAIRS | $9,400 |
| TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION | ||||||
| 201 EDDY STREET | SAN FRANCISCO | CA | 94102 | 501 ( C ) (3) PUBLIC | HONORARIUM FOR HOSTING THE BOTHIN FOUNDATION ANNUAL 2013 MEETING | $2,500 |
| TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION | ||||||
| 201 EDDY STREET | SAN FRANCISCO | CA | 94102 | 501 ( C ) (3) PUBLIC | TO REPLACE THE PHONE SYSTEM IN 3 CENTRAL OFFICES AND 6 OTHER BUILDINGS OWNED BY TNDC | $30,000 |
| THE CERES COMMUNITY PROJECT | ||||||
| PO BOX 151049 | SAN RAFAEL | CA | 94915 | 501 ( C ) (3) PUBLIC | TELEPHONE AND IT INFRASTRUCTURE UPGRADES FOR FOOD DELIVERY AND YOUTH VOCATIONAL TRAINING PROGRAM SERVING SERIOUSLY ILL SONOMA COUNTY RESIDENTS | $23,500 |
| THE FOUNDATION CENTER | ||||||
| 312 SUTTER STREET 606 | SAN FRANCISCO | CA | 94108 | 501 ( C ) (3) PUBLIC | GENERAL SUPPORT (DELAYED PAYMENT FROM 2010) | $5,000 |
| THE FOUNDATION CENTER | ||||||
| 312 SUTTER STREET 606 | SAN FRANCISCO | CA | 94108 | 501 ( C ) (3) PUBLIC | TO SUPPORT GENERAL OPERATIONS | $6,000 |
| THE NO PENNY OPERA | ||||||
| 937 SHOTWELL ST | SAN FRANCISCO | CA | 94110 | 501 ( C ) (3) PUBLIC | PURCHASE A COMMERCIAL REFRIGERATOR FOR THE FREE FARM STAND | $4,000 |
| THE TIDES CENTER (OASIS FOR GIRLS) | ||||||
| 1091 MISSION STREET | SAN FRANCISCO | CA | 94013 | 501 ( C ) (3) PUBLIC | BUILDING RENOVATION AND NECESSARY ELECTRICAL WORK TO CONSTRUCT NEW PROGRAMMING SPACE IN SAN FRANCISCO FOR OASIS FOR GIRLS | $35,300 |
| TIDES CENTER (THE WOMEN'S CLINIC) | ||||||
| 1833 FILLMORE STREET THIRD FLOOR | SAN FRANCISCO | CA | 94115 | 501 ( C ) (3) PUBLIC | TO PURCHASE THE HARDWARE NECESSARY TO IMPLEMENT ELECTRONIC MEDICAL RECORDS FOR THE WOMEN'S CLINIC | $38,100 |
| VOLUNTEERS IN MEDICINE - SAN FRANCISCO | ||||||
| 4877 MISSION STREET | SAN FRANCISCO | CA | 94112 | 501 ( C ) (3) PUBLIC | EXPANSION OF VOLUNTEER-POWERED FREE CLINIC FOR THE WORKING UNINSURED | $28,000 |
| WILLMAR CENTER FOR BEREAVED CHILDREN INC | ||||||
| PO BOX 1374 | SONOMA | CA | 95476 | 501 ( C ) (3) PUBLIC | CREATE A NEW FAMILY RESOURCE LIBRARY AND ADULT SERVICES PROGRAM SPACE AS WELL AS A NEW PEER GRIEF SUPPORT MEETING ROOM FOR CHILDREN & TEENS | $7,500 |
| WOMEN HELPING ALL PEOPLE | ||||||
| 79 COLE DRIVE SUITE 5 | MARIN CITY | CA | 94965 | 501 ( C ) (3) PUBLIC | TO UPGRADE HARDWARE IN TECHNOLOGY LEARNING LAB FOR FAMILY RESOURCE CENTER SERVING LOW-INCOME CHILDREN AND YOUTH IN MARIN CITY | $15,000 |
| ZEN HOSPICE PROJECT INC | ||||||
| 273 PAGE STREET | SAN FRANCISCO | CA | 94102 | 501 ( C ) (3) PUBLIC | TECHNOLOGY INFRASTRUCTURE AND EQUIPMENT UPGRADES FOR ORGANIZATION PROVIDING HOSPICE AND PALLIATIVE CARE IN SAN FRANCISCO | $23,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,347,320 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT FRANCIS FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 HYDE STREET STE 1208 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501 ( C ) (3) PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UPGRADES TO THE BOTHIN BURN CENTER | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $964,323 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,704 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,310,172 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,282,199 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,282,199 | 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 | $10,474 | Amt |
| Net Investment Income | $6,284 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,142 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & US TREASURIES | BondNm |
| EOY Book Value | $9,068,669 | EOYBookValueAmt |
| EOYFMV | $9,068,669 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $28,862,816 | $28,862,816 |
| UNSETTLED STOCK | $83,396 | $83,396 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN DEFERRED LIABILITY | Description |
| Amount | $145,454 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $2,500 | $500 | $1,750 |
| INSURANCE | $4,887 | $0 | $0 |
| BOARD MEETING EXPENSES | $241 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $38 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $7,704 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,704 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON INVESTMENTS | Description |
| Amount | $4,510,185 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $54,546 | $200,000 |
| TAX LIABILITY | $0 | $11,100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT FEES | $334,794 | $33,480 | $267,838 |
| INVESTMENT MANAGER FEES | $200,145 | $200,145 | $0 |
| AUDIT FEES | $23,750 | $7,917 | $7,917 |
| BANK AND CUSTODY FEES | $22,857 | $22,857 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $59,000 | $0 | $0 |
| FRANCHISE TAX BOARD | $160 | $0 | $0 |
| OTHER TAXES | $6,850 | $0 | $0 |
Comments