BETA

FTHREE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FTHREE FOUNDATION (EIN 94-3376857)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-12
IRS object ID
201432249349100323
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-12T13:20:11-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271155496PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT LEE & ASSOCIATES LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1226 AIRPORT PARKWAYAddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95110ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943376857EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FARESE FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFAREBusinessNameControlTxt
Phone4155616540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET NO 300AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94109ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY GREGORYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4155616540PhoneNum
Signature2014-08-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A LEEPreparerPersonNm
PTINP00156212PTIN
Phone4088556770PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,227,864FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$314,192DividendsRevAndExpnssAmt
Dividends Net Invst Incm$314,192DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$993,904NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,184,246GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$993,904CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,308,096TotalRevAndExpnssAmt
Total Net Invst Incm$1,308,096TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$24,704AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,822AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,411AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$152,789OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$58,479OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$83,832OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,818TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,047TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$505TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,028TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,274OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$350OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$211,632TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,906TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$94,621TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$657,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$682,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$869,382TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,906TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$777,371TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$438,714ExcessRevenueOverExpensesAmt
Net Investment Income$1,234,190NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,220,036SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$247,743SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$247,743SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$7,793PrepaidExpensesBOYAmt
Corporate Stock BOY$14,402,318CorporateStockBOYAmt
Corporate Stock EOY$15,980,121CorporateStockEOYAmt
Corporate Stock EOYFMV$15,980,121CorporateStockEOYFMVAmt
Other Assets BOY$2,000,000OtherAssetsBOYAmt
Other Assets EOY$3,000,000OtherAssetsEOYAmt
Other Assets EOYFMV$3,000,000OtherAssetsEOYFMVAmt
Total Assets BOY$17,630,147TotalAssetsBOYAmt
Total Assets EOY$19,227,864TotalAssetsEOYAmt
Total Assets EOYFMV$19,227,864TotalAssetsEOYFMVAmt
Accounts Payable EOY$1,167AccountsPayableEOYAmt
Grants Payable BOY$50,000GrantsPayableBOYAmt
Grants Payable EOY$25,000GrantsPayableEOYAmt
Other Liabilities BOY$34,372OtherLiabilitiesBOYAmt
Other Liabilities EOY$73,628OtherLiabilitiesEOYAmt
Total Liabilities BOY$84,372TotalLiabilitiesBOYAmt
Total Liabilities EOY$99,795TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$17,545,775UnrestrictedBOYAmt
Unrestricted EOY$19,128,069UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$17,545,775TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,128,069TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,630,147TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,227,864TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,545,775TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$438,714ExcessRevenueOverExpensesAmt
Other Increases$1,168,146OtherIncreasesAmt
Subtotal$19,152,635SubtotalAmt
Other Decreases$24,566OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,128,069TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED STOCKSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$3,184,246GrossSalesPriceAmt
Cost Or Other Basis$2,190,342CostOrOtherBasisAmt
Gain Or Loss$993,904GainOrLossAmt
Gains Minus Excess Or Losses$993,904GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$993,904CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$288,519AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,279,124NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.017723DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,068,304AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,672,809NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.131968DistributionYr2Rt
Adjusted Qlfy Distri Yr3$590,518AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,191,306NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038872DistributionYr3Rt
Adjusted Qlfy Distri Yr4$561,304AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,446,728NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059418DistributionYr4Rt
Adjusted Qlfy Distri Yr5$505,114AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,643,710NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058437DistributionYr5Rt
Total Distribution0.306418TotalDistributionRt
Average Distribution0.061284AverageDistributionRt
Net Vl Noncharitable Assets$18,150,978NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,112,365AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12,342NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,124,707AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$777,371QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,684InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,684SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,684TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,968EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$14,832AppliedToEsTaxAmt
Total Payments And Credits$24,800TotalPaymentsAndCreditsAmt
Es Penalty$265EsPenaltyAmt
Tax Due$149TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PFS-LLC.NET/FARESEWebsiteAddressTxt
Individual With BooksPACIFIC FOUNDATION SERVICES LLCIndividualWithBooksNm
Phone4155616540PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET SUITE 300AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94109ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR ROBERT V FARESE JR
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109SECRETARY/TREASURER1.00$0$0$0
NANCY RICHARDS FARESE
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109PRESIDENT1.00$0$0$0
JULIE SHAFER
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109BOARD MEMBER1.00$0$0$0
CONOR FARESE
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109BOARD MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PACIFIC FOUNDATION SERVICES LLCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET SUITE 300AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94109ZIPCode
FieldValueIRS element (for citing)
Service TypeFOUNDATION MANAGEMENTServiceTypeTxt
Compensation$89,038CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,934,506AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$492,883AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,427,389TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,427,389AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$276,411CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,150,978NetVlNoncharitableAssetsAmt
Minimum Investment Return$907,549MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$907,549MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,684TaxBasedOnInvestmentIncomeAmt
Total Tax$24,684TotalTaxAmt
Distributable Before Adj$882,865DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$882,865DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$882,865DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$777,371ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$777,371QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$777,371AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$882,865DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$880,323ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$880,323TotalExcessDistributionCyovAmt
Qualifying Distributions$777,371QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$777,371AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$105,494ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$105,494ExcessDistributionCyovAppCYAmt
Total Corpus$774,829TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$774,829ExcessDistriCyovToNextYrAmt
Excess From Year2$774,829ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARY GREGORY EXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET SUITE 300AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94109ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4155616540RecipientPhoneNum
Form And Info And MaterialsFOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NETFormAndInfoAndMaterialsTxt
Submission DeadlinesFOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NETSubmissionDeadlinesTxt
Restrictions On AwardsFOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NETRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
350ORG
20 JAY STREET SUITE 1010BROOKLYNNY11201501 (C)(3) PUBLIC CHGENERAL SUPPORT$10,000
AIM HIGH FOR HIGH SCHOOL
2030 HARRISON STREET 3RD FLOORSAN FRANCISCOCA94110501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
ASHESI UNIVERSITY FOUNDATION
1414 31ST AVE SOUTHSEATTLEWA98144501 (C)(3) PUBLIC CHSTUDENT FINANCIAL SUPPORT$25,000
BERNARD ECHOLS SCHOLARSHIP FUND
PO BOX 4274MARIETTAGA30061501 (C)(3) PUBLIC CHPLATINUM LEVEL SCHOLARSHIPS AT 1,600 EACH$4,800
BEYOND CAPTIAL FUND
8461 CARLTON WAYWEST HOLLYWOODCA90069501 (C)(3) PUBLIC CHGENERAL OPERATING SUPPORT$25,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVE GOLDENSAN FRANCISCOCA94118501 (C)(3) PUBLIC CHGENERAL SUPPORT$1,000GATE PARK
CENTER FOR INVESTIGATIVE REPORTING INC
1400 65TH STREET SUITE 200EMERYVILLECA94608501 (C)(3) PUBLIC CHGENERAL SUPPORT$100,000
CHICAGO PUBLIC MEDIA
848 E GRAND AVENUE 3RD FLOORCHICAGOIL60611501 (C)(3) PUBLIC CHTHIS AMERICAN LIFE$1,000
COMMUNITY INITIATIVES
1012 TORNEY AVENUE THE PRESIDIOSAN FRANCISCOCA94129501 (C)(3) PUBLIC CHFOR DALAI LAMA FELLOWS' CELEBRATE COMPASSIONATE INNOVATORS CAMPAIGN$1,000
COMMUNITY INITIATIVES
135 VAN NESS AVENUE ROOM 122SAN FRANCISCOCA94102501 (C)(3) PUBLIC CHINDUCTION COACH / GENERAL SUPPORT FOR SAN FRANCISCO TEACHER RESIDENCY$25,000
COMPASS FAMILY SERVICES
49 POWELL STREET 3RD FLOORSAN FRANCISCOCA94102501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
CONSERVATION CORPS NORTH BAY INC
27 LARKSPUR STREETSAN RAFAELCA94901501 (C)(3) PUBLIC CHINDIAN VALLEY ORGANIC FARM AND GARDEN PROGRAM$1,250
COUNCIL ON FOUNDATIONS
2121 CRYSTAL DRIVE SUITE 700ARLINGTONVA22202501 (C)(3) PUBLIC CHGENERAL OPERATING SUPPORT$650
EDUCATION PIONEERS
1625 CLAY STREET 3RD FLOOROAKLANDCA94612501 (C)(3) PUBLIC CHBAY AREA EXPANSION$50,000
ENVISION SCHOOLS
111 MYRTLE STREET SUITE 203OAKLANDCA94607501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
FRIENDS AND FOUNDATION OF THE SAN FRANCISCO PUBLIC LIBRARY
710 VAN NESS AVENUESAN FRANCISCOCA94102501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
FRIENDS AND FOUNDATION OF THE SAN FRANCISCO PUBLIC LIBRARY
710 VAN NESS AVENUESAN FRANCISCOCA94102501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
FRIENDS OF THE URBAN FOREST
PRESIDIO OF SAN FRANCISCO 1007SAN FRANCISCOCA94129501 (C)(3) PUBLIC CHGENERAL SUPPORT$1,000GENERAL KENNEDY AVE STE 1
GOLDEN GATE NATIONAL PARKS CONSERVANCY
BUILDING 201 FORT MASONSAN FRANCISCOCA94123501 (C)(3) PUBLIC CHGENERAL SUPPORT$1,000
GORDON RESEARCH CONFERENCES
512 LIBERTY LANEWEST KINGSTONRI02892501 (C)(3) PUBLIC CH2014 GORDON RESEARCH CONFERENCE LIPOPROTEIN METABOLISM$5,000
HUCKLEBERRY YOUTH PROGRAMS
3310 GEARY BLVDSAN FRANCISCOCA94118501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
HUMAN RIGHTS WATCH
100 BUSH STREET SUITE 925SAN FRANCISCOCA94104501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
INDIGENOUS ENVIRONMENTAL NETWORK
PO BOX 485BEMIDJIMN56619501 (C)(3) PUBLIC CHGENERAL OPERATING SUPPORT$1,250
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY10168501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
JUMPSTART FOR YOUNG CHILDREN INC
65 BATTERY STREET 2ND FLOORSAN FRANCISCOCA94111501 (C)(3) PUBLIC CHGENERAL SUPPORT$25,000
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110501 (C)(3) PUBLIC CHGENERAL SUPPORT INSPIRED BY THE NEW EDUCATION PROJECT$100,000
MARIN AGRICULTURAL LAND TRUST
P O BOX 809PT REYES STATIONCA94956501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
MEDSHARE INTERNATIONAL
2937 ALVARADO STREETSAN LEANDROCA94577501 (C)(3) PUBLIC CHGLADSTONE FUNDRAISER FOR TYPHOON HAIYAN$2,000
MERITUS COLLEGE FUND
PO BOX 29024SAN FRANCISCOCA94129501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
NATURAL RESOURCES DEFENSE COUNCIL - NYC
40 WEST 20TH STNEW YORKNY10011501 (C)(3) PUBLIC CHGENERAL SUPPORT$10,000
NEW LEADERS
505 14TH STREET SUITE 250OAKLANDCA94612501 (C)(3) PUBLIC CHBAY AREA EXPANSION$50,000
SAN FANCISCO MUSEUM OF ART
151 THIRD STREETSAN FRANCISCOCA94103501 (C)(3) PUBLIC CHPHOTO ACCESSIONS COMMITTEE$7,500
SAN FRANCISCO CHILD ABUSE PREVENTION CENTER
1757 WALLER STREETSAN FRANCISCOCA94117501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107501 (C)(3) PUBLIC CHMARIN BRANCH GENERAL SUPPORT$10,000
SOUTHWIRE POWER FUND
PO BOX 1000CARROLLTONGA30119501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
ST JOHN'S EPISCOPAL CHURCH EPISCOPAL CHURCH IN THE DIOCESE OF CALIFORNIA
14 LAGUNITAS ROAD PO BOX 217ROSSCA94957501 (C)(3) PUBLIC CHGENERAL OPERATING SUPPORT$3,000
SUMMER SEARCH
159 H STREETPETALUMACA94952501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
TEACH FOR AMERICA INC
22 FOURTH STREET 7TH FLOORSAN FRANCISCOCA94103501 (C)(3) PUBLIC CHGENERAL SUPPORT$50,000
THACHER SCHOOL INC
5025 THACHER ROADOJAICA93023501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
THE BETTER ANGELS SOCIETY
PO BOX 60067FLORENCEMA01062501 (C)(3) PUBLIC CHDIGITAL LIBRARY$25,000
THE CARTER CENTER
ONE COPENHILL 453 FREEDOM PARKWAYATLANTAGA30307501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
THE FOUNDATION CENTER
312 SUTTER STREET 606SAN FRANCISCOCA94108501 (C)(3) PUBLIC CHGENERAL OPERATING SUPPORT$1,500
THE REDFORD CENTER
3000 N UNIVERSITY STE 250PROVOUT84604501 (C)(3) PUBLIC CHTHE REDFORD CENTER 2013 FUNDRAISER$4,700
THE TRUST FOR PUBLIC LAND
101 MONTGOMERY STREET SUITE 900SAN FRANCISCOCA94104501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
UCSF FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104501 (C)(3) PUBLIC CHJOHN KARAM FUND$500
WESTMINSTER SCHOOLS
1424 WEST PACES FERRY ROAD NWATLANTAGA30327501 (C)(3) PUBLIC CHGENERAL SUPPORT$1,000
WNYC RADIO
160 VARICK STREETNEW YORKNY10013501 (C)(3) PUBLIC CHGENERAL OPERATING SUPPORT FOR RADIOLAB$1,000
WOOD RIVER LAND TRUST
119 E BUILLON STREETHAILEYID83333501 (C)(3) PUBLIC CHGENERAL SUPPORT$1,000
WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA
312 SUTTER STREET SUITE 200SAN FRANCISCOCA94108501 (C)(3) PUBLIC CHTO PROVIDE ONE FULL SCHOLARSHIP FOR A STUDENT TO ATTEND THE WORLD AFFAIRS 2013$600
WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA
312 SUTTER STREET SUITE 200SAN FRANCISCOCA94108501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
YOUTH RADIO
1701 BROADWAYOAKLANDCA94612501 (C)(3) PUBLIC CHGENERAL SUPPORT$50,000
YOUTH TENNIS ADVANTAGE
PO BOX 330458SAN FRANCISCOCA94133501 (C)(3) PUBLIC CHGENERAL SUPPORT$1,000
ZYZZYVA LITERARY JOURNAL
466 GEARY STREET SUITE 401SAN FRANCISCOCA94102501 (C)(3) PUBLIC CHGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$682,750TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ASHESI UNIVERSITY FOUNDATIONBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11414 31ST AVE SOUTHAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98144ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation Status501 (C)(3) PUBLIC CHRecipientFoundationStatusTxt
Grant Or Contribution PurposeSTUDENT FINANCIAL SUPPORTGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$25,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$314,192ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$993,904ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,308,096ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,308,096TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$24,704Amt
Net Investment Income$14,822NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,411DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS CORPORATE STOCKStockNm
EOY Book Value$15,980,121EOYBookValueAmt
EOYFMV$15,980,121EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNSETTLED STOCK PURCHASESDesc
BOY Book Value$2,000,000BOYBookValueAmt
EOY Book Value$3,000,000EOYBookValueAmt
EOYFMV$3,000,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionDEFERRED EXCISE TAX EXPENSEDescription
Amount$24,566Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$500$100$350
MISCELLANOUS EXPENSES$3,774$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAINSDescription
Amount$1,168,146Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX LIABILITY$34,372$58,938
TAX LIABILITY$0$14,690

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$48,000$48,000$0
FOUNDATION MANAGEMENT SERVICE FEES$89,038$8,904$71,231
CONSULTANT FEES$15,751$1,575$12,601

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$24,658$0$0
OTHER TAXES$160$0$0

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