GRIFFITH FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GRIFFITH FAMILY FOUNDATION (EIN 94-3377090)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-02-03
IRS object ID
202610349349100016
Schema version
2024v5.5
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)
Return2026-02-03T15:28:58-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941420282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONES SCHILLER & LITTMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 TAMAL PLAZA SUITE 205AddressLine1Txt
CityCORTE MADERACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94925ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943377090EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GRIFFITH FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O K & M OFFICE LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGRIFBusinessNameControlTxt
Phone4153004553PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11099 D STREET SUITE 207AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA G GRIFFITHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4153004553PhoneNum
Signature2026-01-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY P WILCOXPreparerPersonNm
PTINP00236915PTIN
Phone4158914000PhoneNum
Preparation2026-01-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,054,574FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,025ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,749DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,749DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$129,128NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$399,153GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$129,128CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$168,911TotalRevAndExpnssAmt
Total Net Invst Incm$167,886TotalNetInvstIncmAmt
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$11,641AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,820AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,821AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,184TaxesRevAndExpnssAmt
Taxes Net Invst Incm$171TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$22,481OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22,481OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,306TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,472TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,821TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$161,956TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,472TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$131,471TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,955ExcessRevenueOverExpensesAmt
Net Investment Income$139,414NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$109,229SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$56,619SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$56,619SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$2,238PrepaidExpensesBOYAmt
Prepaid Expenses EOY$375PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$375PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,820,460CorporateStockBOYAmt
Corporate Stock EOY$1,881,888CorporateStockEOYAmt
Corporate Stock EOYFMV$2,997,580CorporateStockEOYFMVAmt
Total Assets BOY$1,931,927TotalAssetsBOYAmt
Total Assets EOY$1,938,882TotalAssetsEOYAmt
Total Assets EOYFMV$3,054,574TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,931,927RetainedEarningBOYAmt
Retained Earning EOY$1,938,882RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,931,927TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,938,882TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,931,927TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,938,882TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,931,927TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,955ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,938,882SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,938,882TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
KAYNE ANDERSON RUDNICK$19,078$23,912-$4,834-$4,834
KAYNE ANDERSON RUDNICK$380,075$246,113$133,962$133,962
FieldValueIRS element (for citing)
Capital Gain Net Income$129,128CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,938InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,938SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,938TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,388EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,388TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$450OverpaymentAmt
Applied To ES Tax$450AppliedToESTaxAmt
Refund$0RefundAmt

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 AddressN/AWebsiteAddressTxt
Individual With BooksK M OFFICE LLCIndividualWithBooksNm
Phone4153004553PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11099 D STREET SUITE 207AddressLine1Txt
CitySAN RAFELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA G GRIFFITH
C/O K M OFFICE LLC 1099 D STREETSUITE 207SAN RAFAELCA94901CHAIR1.00$0$0$0
SARA G TEVEBAUGH
C/O K M OFFICE LLC 1099 D STREETSUITE 207SAN RAFAELCA94901TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DISTRIBUTING GRANTS TO TAX EXEMPT PUBLICLY SUPPORTED CHARITIES IN THE UNITED STATES WITH EMPHASIS ON THOSE OPERATING FOR SCIENTIFIC OR EDUCATIONAL PURPOSES.Description1Txt
Expenses1$0Expenses1Amt

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$2,887,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$118,382AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,006,015TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,006,015AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,090CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,960,925NetVlNoncharitableAssetsAmt
Minimum Investment Return$148,046MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$148,046MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,938TaxBasedOnInvestmentIncomeAmt
Total Tax$1,938TotalTaxAmt
Distributable Before Adj$146,108DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$146,108DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$146,108DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$131,471ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$131,471QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$146,108DistributableAsAdjustedAmt
Undistributed Income PY$123,903UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$131,471QualifyingDistributionsAmt
Applied To Year1$123,903AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,568AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$138,540UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSARA G GRIFFITHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSARA G GRIFFITH CO KM OFFICE LLCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11099 D STREET SUITE 207AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4153004553RecipientPhoneNum
Form And Info And MaterialsLETTER FORMAT; NATURE OF FUND REQUEST AND HOW IT WOULD BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesMAY 1ST OF THE PRESENT YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsSUPPORT OF CHARITABLE, SCIENTIFIC AND EDUCATIONAL NON-PROFIT ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10000 DEGREES
1401 LOS GAMOS DRIVE 120SAN RAFAELCA94903N/APUBLIC CHARITYGENERAL$1,000
AUDUBON CANYON RANCH
4900 SHORELINE HIGHWAY 1STINSON BEACHCA94970N/APUBLIC CHARITYGENERAL$500
BAY AREA RIDGE TRAIL
391 SUTTER STREET SUITE 701SAN FRANCISCOCA94108N/APUBLIC CHARITYGENERAL$500
BELVEDERE COMMUNITY FOUNDATION
PO BOX 484BELVEDERECA94920N/APUBLIC CHARITYGENERAL$3,000
BELVEDERE CONCERTS IN THE PARK
450 SAN RAFAEL AVENUEBELVEDERE TIBURONCA94920N/APUBLIC CHARITYGENERAL$1,000
BELVEDERE COVE FOUNDATION
PO BOX 150180SAN RAFAELCA94915N/APUBLIC CHARITYGENERAL$1,000
BELVEDERE COVE FOUNDATION
PO BOX 150180SAN RAFAELCA94915N/APUBLIC CHARITYGENERAL$3,000
BELVEDERE TIBURON LANDMARKS SOCIETY
1550 TIBURON BLVD SUITE MBELVEDERETIBURONCA94920N/APUBLIC CHARITYGENERAL$500
BELVEDERE TIBURON LIBRARY FOUNDATION
1501 TIBURON BLVDBELVEDERE TIBURONCA94920N/APUBLIC CHARITYGENERAL$1,000
BURKE SCHOOL
7070 CALIFORNIA STSAN FRANCISCOCA94121N/APUBLIC CHARITYGENERAL$1,000
BURNING MAN PROJECT
660 ALABAMA STSAN FRANCISCOCA94110N/APUBLIC CHARITYGENERAL$500
CALIFORNIA STATE PARKS FOUNDATION
33 NEW MONTGOMERY ST 520SAN FRANCISCOCA94105N/APUBLIC CHARITYGENERAL$1,000
CALIFORNIA TROUT
360 PINE STREET 4TH FLOORSAN FRANCISCOCA94104N/APUBLIC CHARITYGENERAL$2,500
CAST HOPE
PO BOX 3740CHICOCA95927N/APUBLIC CHARITYGENERAL$100
CHRONICLE SEASON OF SHARING
PO BOX 44740SAN FRANCISCOCA94144N/APUBLIC CHARITYGENERAL$5,000
CLIMATE CENTER
4TH ST SUITE 191SANTA ROSACA95404N/APUBLIC CHARITYGENERAL$1,000
COLLEGE OF MARIN
835 COLLEGE AVENUEKENTFIELDCA94904N/APUBLIC CHARITYGENERAL$5,000
CONCERTS IN THE PARK
450 SAN RAFAEL AVENUEBELVEDERECA94920N/APUBLIC CHARITYGENERAL$1,000
CONSERVATION CORPS NORTH BAY
27 LARKSPUR ST 4820SAN RAFAELCA94901N/APUBLIC CHARITYGENERAL$500
CYSTIC FIBROSIS RESEARCH INSTITUTE (CFRI)
1731 EMBARCADERO RDPALO ALTOCA94303N/APUBLIC CHARITYGENERAL$500
DRAWBRIDGE
70 SKYVIEW TERRACE SUITE DSAN RAFAELCA94903N/APUBLIC CHARITYGENERAL$1,000
ENTERPRISE FOR YOUTH
200 PINE ST FL 6SAN FRANCISCOCA94104N/APUBLIC CHARITYGENERAL$1,000
EXPLORATORIUM
3601 LYON STSAN FRANCISCOCA94123N/APUBLIC CHARITYGENERAL$15,000
FINE ARTS MUSEUMS OF SAN FRANCISCO
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118N/APUBLIC CHARITYGENERAL$3,000
FOUNDATION OF CITY COLLEGE
PO BOX 2879ALAMDEDACA94501N/APUBLIC CHARITYGENERAL$5,000
FRIENDS OF NO 9
372 BEL MARIN KEYS BL SUITE C-2NOVATOCA94949N/APUBLIC CHARITYGENERAL$500
GLIDE FOUNDATION
330 ELLIS STSAN FRANCISCOCA94102N/APUBLIC CHARITYGENERAL$2,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123N/APUBLIC CHARITYGENERAL$1,000
GREENBELT ALLIANCE
827 BROADWAY STE 310OAKLANDCA94607N/APUBLIC CHARITYGENERAL$500
GREENLIGHT CLINIC
1808 WEDEMEYER ST STE B-10SAN FRANCISCOCA94129N/APUBLIC CHARITYGENERAL$2,500
GUIDE DOGS FOR BLIND
350 LOS RANCHITOS RDSAN RAFAELCA94903N/APUBLIC CHARITYGENERAL$1,000
HENRY'S FORK FOUNDATION
PO BOX 550 606 MAIN STREETASHTONCA83420N/APUBLIC CHARITYGENERAL$2,500
HUCKLEBERRY YOUTH PROGRAMS
3450 GEARY BLVD 107SAN FRANCISCOCA94118N/APUBLIC CHARITYGENERAL$10,000
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110N/APUBLIC CHARITYGENERAL$3,000
MARIN AGRICULTURAL LAND TRUST
PO BOX 809POINT REYES STATIONCA94595N/APUBLIC CHARITYGENERAL$250
MARIN AUDUBON SOCIETY
PO BOX 599MILL VALLEYCA94942N/APUBLIC CHARITYGENERAL$100
MARIN BAYLANDS ADVOCATES
PO BOX 2598MILL VALLEYCA94942N/APUBLIC CHARITYGENERAL$250
MARIN HEALTH (RACCOONS)
1350 S ELISEO DR 110GREENBRAECA94901N/APUBLIC CHARITYGENERAL$1,000
MARIN HUMANE SOCIETY
171 BEL MARIN KEYS BLVDNOVATOCA94949N/APUBLIC CHARITYGENERAL$500
MARIN VILLAGES
4340 REDWOOD HIGHWAY STE F-142SAN RAFAELCA94903N/APUBLIC CHARITYGENERAL$1,000
MARINE MAMMAL CENTER
2000 BUNKER ROAD FORT CRONKHITESAUSALITOCA94965N/APUBLIC CHARITYGENERAL$1,000
MEALS ON WHEELS
1375 FAIRFAX AVESAN FRANCISCOCA94124N/APUBLIC CHARITYGENERAL$1,000
NATIONAL PARK CONSERVATION ASSOCIATION
201 FORT MASONSAN FRANCISCOCA94123N/APUBLIC CHARITYGENERAL$200
NEXT GENERATION SCHOLARS
1018 E STSAN RAFAELCA94901N/APUBLIC CHARITYGENERAL$2,000
PACIFIC VISION FOUNDATION
711 VAN NESS AVENUE 260SAN FRANCISCOCA94102N/APUBLIC CHARITYGENERAL$1,500
POINT BLUE CONSERVATION
3820 CYPRESS DR 11PETALUMACA94954N/APUBLIC CHARITYGENERAL$500
PROJECT OPEN HAND
730 POL STREETSAN FRANCISCOCA94109N/APUBLIC CHARITYGENERAL$1,500
SAN FRANCISCO BALLET
455 FRANKLIN STREETSAN FRANCISCOCA94102N/APUBLIC CHARITYGENERAL$2,500
SAN FRANCISCO BAYKEEPER
1736 FRANKLIN ST SUITE 800OAKLANDCA94612N/APUBLIC CHARITYGENERAL$250
SAN FRANCISCO CONSERVATORY OF MUSIC
50 OAK STSAN FRANCISCOGA94102N/APUBLIC CHARITYGENERAL$500
SAN FRANCISCO FOOD BANK
75 DIGITAL DRNOVATOCA94949N/APUBLIC CHARITYGENERAL$8,000
SAN FRANCISCO HOST COMMITTEE
601 VAN NESS AVENUE NO E240MENLO PARKCA94102N/APUBLIC CHARITYGENERAL$2,500
SAN FRANCISCO MARITIME MUSEUM
2 MARINA BLVD BLDG E 2ND FLOORSAN FRANCISCOCA94123N/APUBLIC CHARITYGENERAL$2,000
SAN FRANCISCO MUSEUM MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103N/APUBLIC CHARITYGENERAL$2,500
SAN FRANCISCO OPERA
301 VAN NESS AVENUESAN FRANCISCOCA94102N/APUBLIC CHARITYGENERAL$5,000
SAVE THE BAY
1330 BROADWAY SUITE 1800OAKLANDCA94612N/APUBLIC CHARITYGENERAL$500
SAVE THE REDWOODS LEAGUE
111 SUTTER STREET 11TH FLOORSAN FRANCISCOCA94104N/APUBLIC CHARITYGENERAL$1,500
SAVE THE REDWOODS LEAGUE
111 SUTTER STREET 11TH FLOORSAN FRANCISCOCA94104N/APUBLIC CHARITYGENERAL$500
SPAULDING MARINE CENTER
600 GATE 5 ROADSAUSALITOCA94965N/APUBLIC CHARITYGENERAL$1,500
SUMMER SEARCH BAY AREA
304 12TH STREET SUITE 4AOAKLANDCA94607N/APUBLIC CHARITYGENERAL$1,000
TELEGRAPH HILL ASSOCIATION
99 HARDING RDSAN FRANCISCOCA94132N/APUBLIC CHARITYGENERAL$5,000
THACHER SCHOOL
5025 THACHER ROADOJAICA92023N/APUBLIC CHARITYGENERAL$1,000
TIBURON PENINSULA FOUNDATION
PO BOX 210BELVEDERE TIBURONCA94920N/APUBLIC CHARITYGENERAL$1,000
WILDCARE
76 ALBERT PARK LANESAN RAFAELCA94901N/APUBLIC CHARITYGENERAL$1,000
YMCO YOUNG MUSICIANS
2020 MILVIA STREETBERKELEYCA94704N/APUBLIC CHARITYGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,749ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$129,128ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$167,886ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$167,886TotalIncomeProducingActyAmt

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$11,641Amt
Net Investment Income$5,820NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,821DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$1,881,888EOYBookValueAmt
EOYFMV$2,997,580EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$8,076$8,076$0
ADVISOR FEES$14,405$14,405$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$1,938$0$0
CA FILING FEE$75$0$0
FOREIGN TAXES$171$171$0

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