ROSENBERG FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROSENBERG FOUNDATION (EIN 94-1186182)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201443189349102009
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T18:34:23-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264677183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADWAY SUITE 630 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | 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 | 941186182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENBERG FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 4156449777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 STEUART STREET NO 650 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM SILARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4156449777 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HYDEH GHAFFARI | PreparerPersonNm |
| PTIN | P01228587 | PTIN |
| Phone | 5108346542 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $59,571,613 | 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 |
| Interest On Sav Rev And Expnss | $5,967 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,967 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,251,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,247,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,465,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,065,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,456,421 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $652,081 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $659,095 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,374,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,368,806 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $225,863 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,293 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $214,570 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $245,919 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,477 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $234,981 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $139,075 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,954 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $132,121 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,702 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,453 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $49,457 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,457 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,515 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $385,497 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $254,499 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $131,788 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,629 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $3,226 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $183,528 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,892 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $794 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,935 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $89,721 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,486 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $86,372 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $81,697 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $77,285 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $275,686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $196,782 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,494 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,702,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $498,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,003,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,175,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,370,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,878,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $498,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,373,749 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$503,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,869,966 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,424 | CashBOYAmt |
| Cash EOY | $220,813 | CashEOYAmt |
| Cash EOYFMV | $220,813 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $34,585 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,213 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,213 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $37,085,141 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,563,184 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,563,184 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,982,775 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,324,594 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,759,999 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $112,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $107,968 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,012 | LandBOYAmt |
| Land EOY | $4,387 | LandEOYAmt |
| Land EOYFMV | $4,387 | LandEOYFMVAmt |
| Other Assets BOY | $6,808 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,017 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,017 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,214,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,136,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,571,613 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $144,599 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $246,420 | AccountsPayableEOYAmt |
| Grants Payable BOY | $802,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $608,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $947,099 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $854,420 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $55,266,481 | UnrestrictedBOYAmt |
| Unrestricted EOY | $59,280,476 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,165 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,312 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,267,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,281,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,214,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,136,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,267,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$503,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,517,882 | OtherIncreasesAmt |
| Subtotal | $59,281,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,281,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $14,065,534 | $13,057,690 | $1,007,844 | $1,007,844 | |
| HRJ CAPITAL VC VI INTL, L.P. | $36,796 | $36,796 | P | ||
| CAPITAL DYNAMICS CHAMPION VENTURES VI, L.P. | $82,712 | $82,712 | P | ||
| HRJ GLOBAL BUY-OUT III (ASIA), LP | $19,998 | $19,998 | P | ||
| HRJ GLOBAL BUY-OUT III (EUROPE), LP | $52,829 | $52,829 | P | ||
| HRJ GLOBAL BUY-OUT III (US), LP | $66,909 | $66,909 | P | ||
| HRJ SPECIAL OPPORTUNITIES II INTL, LP | $51,542 | $51,542 | P | ||
| HRJ SPECIAL OPPORTUNITIES II, LP | $75,979 | $75,979 | P | ||
| METROPOLITAN REAL ESTATE PARTNERS INTL II | $14,956 | $14,956 | P | ||
| METROPOLITAN REAL ESTATE PARTNERS V | $30,752 | $30,752 | P | ||
| NEW ENTERPRISE ASSOCIATES VI, LP | $303 | $303 | P | ||
| 1607 CAPITAL INTERNATIONAL EQUITY FUND | $15,801 | $15,801 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,456,421 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,051,143 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $55,273,558 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055201 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,757,833 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $47,154,597 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058485 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,088,335 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $54,249,896 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056928 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,576,512 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,509,710 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051010 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,818,706 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $59,135,015 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064576 | DistributionYr5Rt |
| Total Distribution | 0.286200 | TotalDistributionRt |
| Average Distribution | 0.057240 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,675,814 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,244,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,700 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,272,824 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,373,749 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $28,700 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,700 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,361 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $69,361 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $40,661 | OverpaymentAmt |
| Applied To ES Tax | $40,661 | 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 | Yes (1) | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ROSENBERGFOUND.ORG | WebsiteAddressTxt |
| Individual With Books | LINDA MOLL | IndividualWithBooksNm |
| Phone | 4156449777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 STEUART STREET SUITE 650 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| HON BILL LANN LEE | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | CHAIR | 3.00 | $0 | $0 | $0 |
| CLARA SHIN | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | VICE CHAIR/SECRETARY | 1.50 | $0 | $0 | $0 |
| ROBERT FRIEDMAN | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | TREASURER | 1.50 | $0 | $0 | $0 |
| PHYLLIS COOK | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.50 | $0 | $0 | $0 |
| DANIEL GROSSMAN | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.50 | $0 | $0 | $0 |
| MICK HELLMAN | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.50 | $0 | $0 | $0 |
| HERMA HILL KAY | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.50 | $0 | $0 | $0 |
| LESLIE LUTTGENS | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.50 | $0 | $0 | $0 |
| SHAUNA MARSHALL | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.50 | $0 | $0 | $0 |
| HUGO MORALES | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.50 | $0 | $0 | $0 |
| ALBERT MORENO | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.50 | $0 | $0 | $0 |
| JUDGE HENRY RAMSEY JR RET | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.50 | $0 | $0 | $0 |
| SARAH STEIN | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | BOARD MEMBER | 1.50 | $0 | $0 | $0 |
| TIMOTHY SILARD | ||||||||
| 131 STEUART STREET SUITE 650 | SAN FRANCISCO | CA | 94105 | PRESIDENT | 40.00 | $200,510 | $25,353 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LATEEFAH SIMON | ||||||||
| 131 STEUART STREET SUITE 650 | SF | CA | 94105 | DIRECTOR CALIFORNIA' | 40.00 | $85,774 | $30,953 | $0 |
| LINDA MOLL | ||||||||
| 131 STEUART STREET SUITE 650 | SF | CA | 94105 | BUS./GRANTS MANAGER | 40.00 | $84,680 | $24,868 | $0 |
| TAMBOUSA GILMORE | ||||||||
| 131 STEUART STREET SUITE 650 | SF | CA | 94105 | EXEC. ASST./OFF. MAN | 40.00 | $62,148 | $20,102 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANGE CONSULTING BILEN MESFIN | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 GRANT AVENUE APT 48 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | STRATEGIC COMM. | ServiceTypeTxt |
| Compensation | $75,360 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2013, ROSENBERG FOUNDATIN PROVIDED DIRECT CHARITABLE ASSISTANCE TO MORE THAN 20 GRANTEES, NON-GRANTEE ORGANIZATIONS AND COLLBORATIVES. THE FOUNDATION'S STAFF SUCCEEDED IN ASSISTING NON-PROFIT ORGANIZATIONS IN ATTRACTING FINANCIAL SUPPORT BY HELPING THEM LEVERAGE FUNDS FROM OTHER FOUNDATIONS AND MAJOR DONORS. FOUNDATION STAFF HAVE ALSO HELPED BUILD THE CAPACITY OF MANY OF THESE NON-PROFIT ORGANIZATIONS BY PROVIDING LEADERSHIP COACHING, STRATEGIC CONSULTING, AND ORGANIZATIONAL OVERSIGHT. | Description1Txt |
| Expenses1 | $336,397 | Expenses1Amt |
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 | $43,588,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,291 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,759,999 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,538,897 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,538,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $863,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,675,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,833,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,833,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,700 | TotalTaxAmt |
| Distributable Before Adj | $2,805,091 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,805,091 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,805,091 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,373,749 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,373,749 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28,700 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,345,049 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,805,091 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $882,583 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,207 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $380,184 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $472,587 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $322,072 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,116,633 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,373,749 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,805,091 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $568,658 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,685,291 | 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 | $882,583 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,802,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,207 | ExcessFromYear4Amt |
| Excess From Year3 | $380,184 | ExcessFromYear3Amt |
| Excess From Year2 | $472,587 | ExcessFromYear2Amt |
| Excess From Year1 | $322,072 | ExcessFromYear1Amt |
| Excess From Current Year | $568,658 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BUSINESS AND GRANT MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 STEUART STREET SUITE 650 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156449777 | RecipientPhoneNum |
| Form And Info And Materials | STATEMENT 15 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | STATEMENT 15 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| CALIFORNIA BUDGET PROJECT | |||||||
| 1107 9TH STREET SUITE 310 | SACRAMENTO | CA | 95814 | PC | GENERAL SUPPORT | $50,000 | |
| CHILDREN NOW | |||||||
| 1404 FRANKLIN STREET SUITE 700 | OAKLAND | CA | 94612 | PC | PROMOTING FUNDING OPPORTUNITIES FOR CHILDREN IN CALIFORNIA | -$9,700 | |
| UNITED FARM WORKER FOUNDATION | |||||||
| 4545 E CESAR E CHAVEZ AVE | LOS ANGELES | CA | 90022 | PC | GENERAL SUPPORT | $37,500 | |
| MEXICAN AMERICAN LEGAL DEFENSE & ED FUND | |||||||
| 634 S SPRING STREET | LOS ANGELES | CA | 90014 | PC | CA DREAM TEAM ALLIANCE | $60,000 | |
| NATIONAL DAY LABORER ORGANIZING NETWORK | |||||||
| 675 SOUTH PARK VIEW SUITE B | LOS ANGELES | CA | 90057 | PC | TURNING THE TIDE, FIGHT THE CRIMINALIZATION OF IMMIGRANTS IN CALIFORNIA | $25,000 | |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION AND TREATMENT | |||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | PC | PARTNERSHIP BETWEEN THE COMMUNITY COALITION AND CALIFORNIANS FOR SAFETY AND JUSTICE | $50,000 | |
| NATIONAL COUNCIL OF LA RAZA | |||||||
| RAUL YZAGUIRRE PLAZA 1126 16TH NW | WASHINGTON | DC | 20036 | PC | CALIFORNIA CRIMINAL JUSTICE REFORM PROJECT | $50,000 | SUITE 600 |
| PICO CALIFORNIA | |||||||
| 171 SANTA ROSA AVE | OAKLAND | CA | 94610 | PC | GENERAL SUPPORT TO PICO FOR PIC CALIFORNIA'S LIFELINES TO HEALING | $50,000 | |
| UNITED STATES STUDENT ASSOCIATION | |||||||
| 1211 CONNECTICUT AVE NW | WASHINGTON DC | DC | 20036 | PC | UC STUDENT ASSOCIATION/CALIFORNIA FOR SAFETY AND JUSTICE | $25,000 | |
| TIDES CENTER | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | PC | SUPPORT AND FACILITATION OF THE CALIFORNIA REENTRY COUNCIL (CSJ) | $50,000 | |
| CALIFORNIA RURAL LEGAL ASSISTANCE FOUNDATION | |||||||
| 2210 K STREET SUITE 201 | SACRAMENTO | CA | 95816 | PC | CALIFORNIA ADVOCACY FOR FARMWORKERS | $60,000 | |
| NATIONAL CENTER FOR LESBIAN RIGHTS | |||||||
| 870 MARKET STREET SUITE 370 | SAN FRANCISCO | CA | 94012 | PC | RURAL LBGT LEGAL AID TRAINING PROJECT | $50,000 | |
| EQUAL JUSTICE SOCIETY | |||||||
| 260 CALIFORNIA STREET SUITE 700 | SAN FRANCISCO | CA | 94111 | PC | GENERAL SUPPORT FOR THE CA CIVIL RIGHTS COALITION | $60,000 | |
| KALW PUBLIC RADIO (SAN FRANCISCO UNITED SCHOOL DISTRICT) | |||||||
| 500 MANSELL STREET | SAN FRANCISCO | CA | 94134 | PC | REPORTING ON CRIMINAL JUSTICE | $35,000 | |
| NATIONAL EMPLOYMENT LAW PROJECT | |||||||
| 80 MAIDEN LANE SUITE 509 | NEW YORK | NY | 10038 | PC | SECOND CHANCE LABOR PROJECT | $75,000 | |
| COMMUNITY INITIATIVES | |||||||
| 354 PINE STREET | SAN FRANCISCO | CA | 94104 | PC | OAKLAND RESTORATIVE JUSTICE NO-ENTRY AND REENTRY INITIATIVE | $35,000 | |
| DRUG POLICY ALLIANCE | |||||||
| 131 10TH STREET | SAN FRANCISCO | CA | 94103 | PC | CALIFORNIA DRUG POLICY REFORM | $37,500 | |
| ELLA BAKER CENTER FOR HUMAN RIGHTS | |||||||
| 1970 BROADWAY SUITE 450 | OAKLAND | CA | 94612 | PC | BOOKS NOT BARS | $40,000 | |
| LEGAL SERVICES FOR PRISONERS WITH CHILDREN | |||||||
| 1540 MARKET STREET SUITE 490 | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $40,000 | |
| ACLU FOUNDATION OF SAN DIEGO & IMPERIAL COUNTIES | |||||||
| PO BOX 87131 | SAN DIEGO | CA | 92138 | PC | CIVIC PATRICIPATION LEGAL PROGRAM | $50,000 | |
| ALLIANCE FOR JUSTICE | |||||||
| 11 DUPONT CIRCLE NORTHWEST 200 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $35,000 | |
| CLERGY AND LAITY UNITED FOR ECONOMIC JUSTICE - LOS ANGELES | |||||||
| 1345 S BURLINGTON AVE SUITE 206 | LOS ANGELES | CA | 90006 | PC | LOS ANGELES CARWASH WORKERS ORGANIZING CAMPAIGN | $30,000 | |
| MEXICAN AMERICAN LEGAL DEFENSE & ED FUND | |||||||
| 634 S SPRING STREET | LOS ANGELES | CA | 90014 | PC | LITIGATION AND ADVOCACY TO ADVANCE CIVIL RIGHTS AT THE INTERSECTION OF IMMIGRANTS' RIGHTS AND WORKERS' RIGHTS | $75,000 | |
| MUJERES UNIDAS Y ACTIVAS | |||||||
| 3543 18TH STREET SUITE 23 | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $30,000 | |
| PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA | |||||||
| 1533 GLENDALE BLVD 2ND | LOS ANGELES | CA | 90026 | PC | GENERAL SUPPORT | $30,000 | |
| ROC UNITED | |||||||
| 350 7TH AVENUE SUITE 1504 | NEW YORK | NY | 10001 | PC | ROC-UNITED BAY AREA LAUNCH | $35,000 | |
| FARMWORKER JUSTICE | |||||||
| 1126 16TH STREET NW SUITE 270 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $135,000 | |
| MOBILIZE THE IMMIGRANT VOTE | |||||||
| 436 14TH STREET SUITE 500 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT FOR MOBILIZE THE IMMIGRANT VOTE | $30,000 | |
| NATIONAL IMMIGRATION LAW CENTER | |||||||
| 3435 WILSHIRE BOULEVARD SUITE 2850 | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $240,000 | |
| UNITED FARM WORKER FOUNDATION | |||||||
| 4545 E CESAR E CHAVEZ AVE | LOS ANGELES | CA | 90022 | PC | GENERAL SUPPORT | $175,000 | |
| CALIFORNIA CHILDREN AND FAMILIES FOUNDATION | |||||||
| 1115 ATLANTIC AVE | ALAMEDA | CA | 94501 | PC | EXPANDING REVENUE STREAMS FOR CHILDREN'S FUNDING | $9,700 | |
| CENTER FOR YOUTH DEVELOPMENT THROUGH LAW | |||||||
| 215 BOALT HALL | BERKELEY | CA | 94720 | PC | SUMMER LEGAL FELLOWSHIP PROGRAM | $5,000 | |
| TIDES CENTER | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | PC | CALIFORNIA CAMPAIGN FOR SAFETY JUSTICE | $300,000 | |
| ASIAN PACIFIC AMERICAN LEGAL CENTER OF SO CALIFORNIA | |||||||
| 1145 WILSHIRE BOULEVARD 2ND FLOOR | LOS ANGELES | CA | 90017 | PC | STRENGTHENING STATEWIDE IMMIGRANT'S RIGHTS COORDINATION, REGIONAL COALITION AND WORKER'S RIGHTS, CURRENTLY CARRIED OUT BY CIPC | $50,000 | |
| UCLA CENTER FOR LABOR RESEARCH AND EDUCATION | |||||||
| 675 S PARK VIEW ST | LOS ANGELES | CA | 90057 | PC | 2013 DREAM SUMMER LEADERSHIP PROGRAM | $40,000 | |
| ASIAN AMERICANSPACIFIC ISLANDERS IN PHILANTROPHY | |||||||
| 211 SUTTER STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | PC | GENERAL SUPPORT | $1,000 | |
| BAY AREA BLACKS IN PHILANTROPHY | |||||||
| 200 PINE STREET | SAN FRANCISCO | CA | 94104 | PC | BABIP GENERAL SUPPORT, C/O COMMUNITY INITIATIVES | $1,000 | |
| COUNCIL ON FOUNDATIONS | |||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $2,000 | |
| FOUNDATION CENTER | |||||||
| 79 FIFTH AVENUE | NEW YORK | NY | 10003 | PC | GENERAL AND NATIONAL SUPPORT | $4,000 | |
| FUNDERS FOR LGBTQ ISSUES | |||||||
| 116 EAST 16TH STREET 7TH FLOOR | NEW YORK | NY | 10003 | PC | GENERAL SUPPORT | $1,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | |||||||
| 777 TILTON ROAD | SEBASTOPOL | CA | 95472 | PC | GENERAL SUPPORT | $2,000 | |
| GRANTS MANAGERS NETWORK | |||||||
| 141 HOMESTEAD AVE | METAIRIE | LA | 70005 | PC | GENERAL SUPPORT | $1,000 | |
| HISPANICS IN PHILANTROPHY | |||||||
| 55 2ND STREET SUITE 1500 | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $1,000 | |
| INDEPENDENT SECTOR | |||||||
| 1602 L STREET NW SUITE 900 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL COMMITTEE FOR RESPONSIVE PHILANTROPHY | |||||||
| 1331 H STREET SUITE 200 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $2,500 | |
| NATIVE AMERICANS IN PHILANTROPHY | |||||||
| 2801 21ST STREET SOUTH SUITE 132D | MINNEAPOLIS | MN | 55407 | PC | GENERAL SUPPORT | $1,000 | |
| NEIGHBORHOOD FUNDERS GROUP | |||||||
| 1301 CONNECTIVUT AVENUE NW STUIE | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $1,000 | 500 |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 625 MARKET STREEET 15TH FLOOR | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $3,000 | |
| CATHOLIC LEGAL IMMIGRATION NETWORK INC | |||||||
| 8757 GEORGIA AVENUE SUITE 850 | SILVER SPRING | MD | 20910 | PC | CALIFORNIA IMMIGRATION REFORM PLANNING MEETING | $3,650 | |
| COMMON COUNSEL FOUNDATION | |||||||
| 405 FOURTEENTH STREET SUITE 809 | OAKLAND | CA | 94612 | PC | WEATHERING THE STORM WEBINARS | $1,500 | |
| UC BERKELEY LAW SCHOOL | |||||||
| 2521 CHANNING WAY | BERKELEY | CA | 94720 | PC | NEW BUSINESS PRACTICUM FELLOWSHIP | $5,000 | |
| LEGAL SERVICES FOR PRISONERS WITH CHILDREN | |||||||
| 1540 MARKET STREET SUITE 490 | SAN FRANCISCO | CA | 94102 | PC | GRANT AUGMENTATION | $2,500 | |
| INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT | |||||||
| 1999 HARRISON STREET FLOOR 18 | OAKLAND | CA | 94612 | PC | RESEARCH REPORT ON THE 50TH ANNIVERSARY OF THE MARCH OF WASHINGTON | $5,000 | |
| INTERNATIONAL COMMUNITY CORRECTIONS ASSOCIATION | |||||||
| 2100 STELLA COURT | COLUMBUS | OH | 43215 | PC | ANNUAL RESEARCH CONFERENCE | $7,500 | |
| EQUAL JUSTICE SOCIETY | |||||||
| 260 CALIFORNIA STREET SUITE 700 | SAN FRANCISCO | CA | 94111 | PC | DEBIASING PROJECT | $5,000 | |
| PARTNERSHIP FOR SAFETY AND JUSTICE | |||||||
| 825 NE 20TH AVE SUITE 250 | PORTLAND | OR | 97232 | PC | SUPPORT FOR THE NATIONAL CENTER FOR VICTIMS OF CRIME CONFERENCE | $5,000 | |
| CENTER FOR YOUTH WELLNESS | |||||||
| 1329 EVANS AVE | SAN FRANCISCO | CA | 94124 | PC | CHILDREN'S POLICY ADVOCACY PROJECT | $30,000 | |
| FRAMEWORKS INSTITUTE | |||||||
| 1776 I STREET NW 9TH FLOOR | WASHINGTON | DC | 20006 | PC | CRIMINAL JUSTICE REFORM MESSAGING, RESEARCH AND REFRAMING | $35,000 | |
| ALLIANCE SAN DIEGO | |||||||
| 3750 30TH STREET | SAN DIEGO | CA | 92104 | PC | SAN DIEGO DREAMER ASSISTANCE NETWORK | $20,000 | |
| ASIAN LAW CAUCUS | |||||||
| 55 COLUMBUS AVE | SAN FRANCISCO | CA | 94111 | PC | ASIAN STUDENTS PROMOTING IMMIGRANT RIGHTS THROUGH EDUCATION | $30,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | |||||||
| 777 TILTON ROAD | SEBASTOPOL | CA | 95472 | PC | CALIFORNIA IMMIGRANT INTEGRATION INITIATIVE | $18,000 | |
| WAREHOUSE WORKER RESOURCE CENTER | |||||||
| 601 S MILLIKEN AVENUE SUITE A | ONTARIO | CA | 91761 | PC | CIVIC ENGAGEMENT PILOT PROJECT | $40,000 | |
| UC BERKELEY CENTER FOR LABOR RESEARCH AND EDUCATION | |||||||
| 2521 CHANNING WAY | BERKELEY | CA | 94720 | PC | KIRKE WILSON LABOR SUMMER INTERNSHIP | $12,000 | |
| RADIO BILINGUE | |||||||
| 5005 E BELMONT AVENUE | FRESNO | CA | 93727 | PC | THE DAY AFTER: IMPLEMENTING COMPREHENSIVE IMMIGRATION REFORM IN FRESNO COUNTY | $26,000 | |
| CENTER ON JUVENILE & CRIMINAL JUSTICE | |||||||
| 40 BOARDMAN PLACE | SAN FRANCISCO | CA | 94103 | PC | STATEWIDE DATA ANALYSIS MAPPING ON COUNTY SENTENCING PRACTICES | $5,000 | |
| EQUAL RIGHTS ADVOCATES | |||||||
| 1170 MARKET STREET SUITE 700 | SAN FRANCISCO | CA | 94102 | PC | REMOVING BARRIERS FOR WOMEN WITH CRIMINAL BACKGROUNDS | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,370,150 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| UC BERKELEY CENTER FOR LABOR RESEARCH AND EDUCATION | |||||||
| 2521 CHANNING WAY | BERKELEY | CA | 94720 | PC | KIRKE WILSON LABOR SUMMER INTERNSHIP | $48,000 | |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION AND TREATMENT | |||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | PC | PUBLIC SAFETY CAMPAIGN | $75,000 | |
| TIDES CENTER | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | PC | CALIFORNIA REENTRY COUNCIL NETWORK | $90,000 | |
| NATIONAL COUNCIL OF LA RAZA | |||||||
| RAUL YZAGUIRRE PLAZA 1126 16TH NW | WASHINGTON | DC | 20036 | PC | CALIFORNIA CRIMINAL JUSTICE REFORM PROJECT | $100,000 | SUITE 600 |
| CALIFORNIA RURAL LEGAL ASSISTANCE FOUNDATION | |||||||
| 2210 K STREET SUITE 201 | SACRAMENTO | CA | 95816 | PC | CALIFORNIA ADVOCACY FOR FARMWORKERS | $55,000 | |
| ENGAGE SAN DIEGO | |||||||
| 3909 CENTRE STREET | SAN DIEGO | CA | 92103 | PC | ENGAGE SAN DIEGO | $30,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | |||||||
| 1663 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | CALIFORNIA IMMIGRATION REFORM IMPLEMENTATION CAMPAIGN | $35,000 | |
| MEXICAN AMERICAN LEGAL DEFENSE & ED FUND | |||||||
| 634 S SPRING STREET | LOS ANGELES | CA | 90014 | PC | CA DREAM TEAM ALLIANCE | $60,000 | |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | PC | SUPPORT FOR THE EQUITABLE FOOD INITIATIVE | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $533,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,967 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,926 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,247,323 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $657,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,901 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,456,421 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OTHER INCOME | 01 | $1,282 | ||
| OTHER INCOME FROM PARTNERSHIP (UNRELATED BUSINESS INCOME) | 900099 | -$7,014 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,813 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,368,806 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,374,619 | 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 AND AUDIT | CategoryTxt |
| Amt | $49,457 | Amt |
| Net Investment Income | $9,457 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,515 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | GAIN FROM PARTNERSHIP INVESTMENT (UBIT) | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $8,901 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OSTERWEIS STRATEGIC | $7,581,882 | $7,581,882 |
| AIR LEASE CORP CL A | $458,741 | $458,741 |
| ALLEGHANY CORP DEL | $389,961 | $389,961 |
| AMERICAN WATER WORKS CO | $491,484 | $491,484 |
| ATMEL CORP | $212,428 | $212,428 |
| AVNET INC | $0 | $0 |
| BAYER A G SPONSORED ADRF | $520,430 | $520,430 |
| BED BATH & BEYOND | $308,352 | $308,352 |
| BOEING CO | $389,679 | $389,679 |
| CINEMARK HOLDINGS INC | $553,945 | $553,945 |
| COMPUWARE | $0 | $0 |
| COSAN LIMITED | $142,688 | $142,688 |
| CROWN HOLDINGS INC | $506,761 | $506,761 |
| DIAGEO PLC NEW ADR | $562,785 | $562,785 |
| DIRECTV | $406,418 | $406,418 |
| FIRST REPUBLIC BANK | $0 | $0 |
| GOOGLE INC CLASS A | $543,544 | $543,544 |
| HEALTH SOUTH CORP NEW | $524,290 | $524,290 |
| HOLOGIC INC | $300,831 | $300,831 |
| JOHNSON & JOHNSON | $581,139 | $581,139 |
| KINDER MORGAN INC | $535,680 | $535,680 |
| KRAFT FOODS INC | $0 | $0 |
| LIBERTY INTERACTIVE A | $323,877 | $323,877 |
| MARKS & SPENCER NEW ADRF | $266,469 | $266,469 |
| MOTOROLA SOLUTIONS INC | $346,275 | $346,275 |
| NEW RESIDENTIAL INV CORP | $282,631 | $282,631 |
| NOVARTIS A G SPON ADR F | $205,371 | $205,371 |
| NRG YIELD INC | $537,934 | $537,934 |
| NATIONSTAR MTG HOLDGS INC | $0 | $0 |
| OCCIDENTAL PETE CORP | $387,533 | $387,533 |
| ORACLE CORPORATION | $404,599 | $404,599 |
| OWENS ILLINOIS INC NEW | $401,452 | $401,452 |
| P H H CORPORATION | $339,804 | $339,804 |
| QUESTAR CORPORATION | $532,678 | $532,678 |
| STONEGATE MORTGAGE CORP | $131,414 | $131,414 |
| SPIRIT AEROSYSTEMS HOLDINGS | $0 | $0 |
| SYMETRA FINANCIAL INC | $268,189 | $268,189 |
| TELEFLEX INCORPORATED | $623,230 | $623,230 |
| TRIUMPH GROUP INC NEW | $316,071 | $316,071 |
| UNILEVER N V NY SHS NEWF | $531,639 | $531,639 |
| VALEANT PHARMA INTL F | $896,349 | $896,349 |
| VIACOM INC CL B NEW | $540,198 | $540,198 |
| XEROX CORP | $253,136 | $253,136 |
| DIGITAL REALTY TRUST INC | $67,294 | $67,294 |
| NEWCASTLE INVESTMENT CP | $280,571 | $280,571 |
| PIMCO TOTAL RETURN FUND | $3,504,450 | $3,504,450 |
| VANGUARD INTERM TERM | $3,536,694 | $3,536,694 |
| IVA INTL FUND | $1,176,503 | $1,176,503 |
| MERGER FUND | $441,172 | $441,172 |
| VANGUARD DIV GROWTH FD | $828,028 | $828,028 |
| WELLS FARGO ADVANTAGE EMERGING MARKET | $1,963,811 | $1,963,811 |
| YACKTMAN FUND SERVICE | $801,772 | $801,772 |
| ISHARES TR BOND | $2,084,361 | $2,084,361 |
| ISHARES TR MSCI EAFE FUND | $1,200,732 | $1,200,732 |
| SPDR GOLD TRUST | $1,266,056 | $1,266,056 |
| VANGUARD ENERGY ETF | $1,065,426 | $1,065,426 |
| VANGUARD FTSE EMERGING | $1,940,121 | $1,940,121 |
| VANGUARD TOTAL STOCK MKT | $1,629,777 | $1,629,777 |
| OSTERWEIS STRATEGIC FIXED INCOME FUND | $0 | $0 |
| CASH RESERVE PREMIUM IN SCHWAB ACCT | $1,176,529 | $1,176,529 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN CENTURY GIFTTRUST INVESTMENTS | FMV | $1,312 | $1,312 |
| 1607 CAPITAL PARTNERS INTERNATIONAL EQUITY | FMV | $3,516,361 | $3,516,361 |
| HRJ CAPITAL VC VI (INT'L) | FMV | $755,253 | $731,303 |
| HRJ CAPITAL VC VI (U.S.) | FMV | $1,592,986 | $1,592,986 |
| HRJ GLOBAL BUY-OUT III (ASIA) | FMV | $328,072 | $328,072 |
| HRJ GLOBAL BUY-OUT III (EUROPE) | FMV | $398,603 | $398,603 |
| HRJ GLOBAL BUY-OUT III (U.S.) | FMV | $534,364 | $534,364 |
| HRJ SPECIAL OPPORTUNITIES II (INT'L) | FMV | $274,462 | $274,462 |
| HRJ SPECIAL OPPORTUNITIES II (U.S.) | FMV | $554,659 | $554,660 |
| METROPOLITAN REAL ESTATE PARTNERS II | FMV | $803,084 | $744,538 |
| METROPOLITAN REAL ESTATE PARTNERS V | FMV | $642,805 | $612,743 |
| NEW ENTERPRISE ASSOCIATES VI | FMV | $8,075 | $8,075 |
| WEATHERLOW OFFSHORE FUND I LTD. CLASS IA | FMV | $455,038 | $0 |
| MAGNITUDE INTERNATIONAL CLASS A SHARES | FMV | $4,395,508 | $4,395,508 |
| METRO V DISTRIBUTION | FMV | $64,012 | $67,012 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $18,702 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,453 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $6,808 | BOYBookValueAmt |
| EOY Book Value | $6,017 | EOYBookValueAmt |
| EOYFMV | $6,017 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $16,113 | $806 | $12,650 |
| FURNITURE & EQUIPMENT EXPENSE | $872 | $44 | $828 |
| TELEPHONE/POSTAGE/DELIVERY | $9,689 | $484 | $8,107 |
| COMPUTER SOFTWARE | $5,858 | $293 | $5,425 |
| BOARD MEETING EXPENSES | $3,769 | $377 | $1,911 |
| INSURANCE | $15,680 | $1,568 | $14,424 |
| PROFESSIONAL DEVELOPMENT | $3,520 | $0 | $3,385 |
| SUBSCRIPTIONS & MEMBERSHIPS | $3,345 | $0 | $3,330 |
| BAD DEBT EXPENSE | $18,821 | $0 | $18,821 |
| OTHER K1 DEDUCTIONS | $197,374 | $193,178 | $0 |
| OTHER | $645 | $32 | $613 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PARTNERSHIP | $657,813 | $657,813 | $657,813 |
| OTHER INCOME | $1,282 | $1,282 | $1,282 |
| OTHER INCOME FROM PARTNERSHIP (UNRELATED BUSINESS INCOME) | -$7,014 | -$7,014 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN FROM INVESTMENT | $3,512,671 |
| UNREALIZED GAIN FROM PARTNERSHIPS | $1,005,211 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS/MEDIA CONSULTING | $75,360 | $0 | $75,381 |
| PROGRAM RELATED STRATEGIC CONSULTING | $32,280 | $0 | $33,830 |
| COPY EDITING | $3,625 | $0 | $3,625 |
| INVESTMENT MANAGEMENT | $104,499 | $104,499 | $0 |
| ADVISOR FEE | $150,000 | $150,000 | $0 |
| IT/COMPUTER CONSULTING | $8,119 | $0 | $7,459 |
| WEBSITE/PUBLICATIONS DESIGN | $3,400 | $0 | $3,279 |
| PAYROLL SERVICES | $1,589 | $0 | $1,589 |
| STAFF RETREAT STRATEGIC PLANNING | $4,875 | $0 | $4,875 |
| COPY EDITOR | $1,750 | $0 | $1,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $172,825 | $0 | $0 |
| TAXES PER SCHEDULE K-1S | $9,909 | $9,892 | $0 |
| PROPERTY TAXES | $794 | $0 | $794 |
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