KOSHLAND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KOSHLAND FOUNDATION (EIN 68-0069874)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-01-23
- IRS object ID
- 202620239349100407
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-23T13:13:21-06:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 HIGHLAND POINTE DR SUITE 300 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680069874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOSHLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOSH | BusinessNameControlTxt |
| Phone | 6505291978 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7310 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940267310 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ESPOSTO | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6505291978 | PhoneNum |
| Signature | 2026-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DYLAN VALENTINE | PreparerPersonNm |
| PTIN | P01934033 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2026-01-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,261,617 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1,596 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,596 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $405,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $405,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,537,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,760,529 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,537,918 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,945,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,945,074 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,936 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,936 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,952 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,952 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,838 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,269,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,269,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,391,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,329,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,446,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,911,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,727,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $504,057 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $504,057 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $382,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $382,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $649,957 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,597,025 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,374,414 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,107,603 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,706,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,260,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,261,617 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,706,645 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,260,571 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,706,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,260,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,706,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,260,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,706,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,446,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,260,571 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,260,571 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $850,000 | $222,611 | $627,389 | $627,389 |
| CAPITAL GAINS DIVIDENDS | P | $910,529 | $910,529 | $910,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,537,918 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,572 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,572 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,437 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,437 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,865 | OverpaymentAmt |
| Applied To ES Tax | $11,865 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES ESPOSTO | IndividualWithBooksNm |
| Phone | 6505291978 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7310 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940267310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES ESPOSTO | ||||||||
| PO BOX 7310 | MENLO PARK | CA | 94026 | SECRETARY/TREASURER/CFO | 2.00 | $15,000 | $0 | $0 |
| GAIL K WACHTEL | ||||||||
| PO BOX 7310 | MENLO PARK | CA | 94026 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ELLEN KOSHLAND | ||||||||
| PO BOX 7310 | MENLO PARK | CA | 94026 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DOUGLAS E KOSHLAND | ||||||||
| PO BOX 7310 | MENLO PARK | CA | 94026 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES M KOSHLAND | ||||||||
| PO BOX 7310 | MENLO PARK | CA | 94026 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PHLYSSA KOSHLAND | ||||||||
| PO BOX 7310 | MENLO PARK | CA | 94026 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,817,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,407,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,225,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,225,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $243,383 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,982,158 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $799,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $799,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,572 | TotalTaxAmt |
| Distributable Before Adj | $772,536 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $772,536 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $772,536 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,329,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,329,737 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $772,536 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,885,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,992,424 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,568,420 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,710,513 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,444,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,601,700 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,329,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $772,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,557,201 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,158,901 | 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 | $3,885,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,273,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,992,424 | ExcessFromYear4Amt |
| Excess From Year3 | $2,568,420 | ExcessFromYear3Amt |
| Excess From Year2 | $2,710,513 | ExcessFromYear2Amt |
| Excess From Year1 | $3,444,593 | ExcessFromYear1Amt |
| Excess From Current Year | $2,557,201 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES ESPOSTO | ContributingManagerNm |
| Contributing Manager | DOUGLAS E KOSHLAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALDER GRADUATE SCHOOL OF EDUCATION | ||||||||
| 2946 BROADWAY STE B | REDWOOD CITY | CA | 94062 | N/A | PC | OPERATIONS AND GROWTH OF ALDER GSE'S RESIDENCY AND RECRUITMENT PROGRAM. | $200,000 | |
| AMBITION ANGELS | ||||||||
| 380 PORTAGE AVE | PALO ALTO | CA | 94306 | N/A | PC | EXPANDING THE AMBITION APP AND PROGRAM. | $250,000 | |
| BUSINESS UNITED IN INVESTING LENDING AND DEVELOPMENT (BUILD) | ||||||||
| PO BOX 3316 | REDWOOD CITY | CA | 94064 | N/A | PC | CHARITABLE OPERATIONS. | $250,000 | |
| EDUCATORS FOR EXCELLENCE | ||||||||
| 80 PINE STREET FLOOR 28 | NEW YORK | NY | 10005 | N/A | PC | TO SUPPORT PROGRAMS THAT BENEFIT OAKLAND UNIFIED SCHOOL DISTRICT. | $100,000 | |
| GROUNDSWELL NETWORK INC | ||||||||
| 282 SACKETT STREET APT 4 | BROOKLYN | NY | 11231 | N/A | PC | NEEDS INDEX PROJECT. | $125,000 | |
| NATIONAL EQUITY PROJECT | ||||||||
| 1720 BROADWAY 4TH FLOOR | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT FOR THE BLACK TEACHER PROJECT (BTP) FOR OAKLAND SCHOOLS. | $100,000 | |
| NEW LEADERS | ||||||||
| 30 W 26TH STREET FLOOR 10 | NEW YORK | NY | 10010 | N/A | PC | TO SUPPORT THE NETWORK SUPERINTENDENTS PROGRAM AND THE COACHING AND STRATEGIC SUPPORT PROGRAM. | $500,000 | |
| NEW TEACHER CENTER | ||||||||
| 2108 N ST 7103 | SACRAMENTO | CA | 95816 | N/A | PC | TO SUPPORT THE PROGRAM PARTNERSHIP WITH THE OAKLAND UNIFIED SCHOOL DISTRICT. | $300,000 | |
| OAKLAND GENESIS SOCCER CLUB | ||||||||
| 4445 DAVENPORT AVENUE | OAKLAND | CA | 94619 | N/A | PC | TO SUPPORT THE OAKLAND AFTERSCHOOL COMMUNITY SOCCER PROGRAM. | $100,000 | |
| PHILANTHROPIC VENTURES FOUNDATION | ||||||||
| 1222 PRESERVATION PARKWAY | OAKLAND | CA | 94612 | N/A | PC | FISCALLY SPONSORED PROJECT - AGENCY BY DESIGN OAKLAND. | $200,000 | |
| FAMILIES IN ACTION FOR QUALITY EDUCATION | ||||||||
| 333 HEGENBERGER ROAD WT 705 | OAKLAND | CA | 94621 | N/A | PC | CONTINUING SUPPORT OF THE A-G FAMILY COMMUNICATION CAMPAIGN WITHIN THE OAKLAND UNIFIED SCHOOL DISTRICT. | $400,000 | |
| OAKLAND PROMISE | ||||||||
| 484 49TH STREET | OAKLAND | CA | 94607 | N/A | PC | SUPPORT THE KINDERGARTEN TO COLLEGE PROGRAM WITHIN THE OAKLAND UNIFIED SCHOOL DISTRICT. | $250,000 | |
| MODERN CLASSROOMS PROJECT INC | ||||||||
| 15 14TH STREET SE | WASHINGTON | DC | 20003 | N/A | PC | SUPPORT THE MODERN CLASSROMS PROJECT IN OAKLAND. | $444,310 | |
| EDUCATION PIONEERS INC | ||||||||
| 68 HARRISON AVENUE STE 605 PMB | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT WITHIN OAKLAND SCHOOLS. | $50,000 | 14991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,269,310 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,596 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $405,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,537,918 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,945,074 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,945,074 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,950 | Amt |
| Net Investment Income | $9,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PROCTER & GAMBLE CO - 2000 SHS | $6,572 | $300,940 |
| BLUE OWL CAPITAL CORP - 24441 SHS | $375,528 | $349,017 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL APPRECIATION - I CL - 86373 SHS | AT COST | $1,419,944 | $3,255,408 |
| VANGUARD DIVIDEND GROWTH FUND - 63799 SHS | AT COST | $655,216 | $2,287,194 |
| VANGUARD ST INVESTMENT GRADE FUND - 55207 SHS | AT COST | $585,295 | $576,361 |
| FRANKLIN RISING DIVIDENDS FUND CLASS A- 20326 SHS | AT COST | $501,577 | $1,938,262 |
| AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND CLASS F3 - 27127 SHS | AT COST | $822,651 | $1,927,642 |
| AMERICAN EUROPACIFIC GROWTH FUND CLASS F3 - 30450 SHS | AT COST | $881,802 | $1,825,199 |
| AMERICAN SHORT-TERM BOND FUND OF AMERICA CLASS F3 - 98856 SHS | AT COST | $990,669 | $947,037 |
| ISHARES SELECT DIVIDEND EFT - 10000 SHS | AT COST | $517,260 | $1,350,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $200 | $0 | $200 |
| INSURANCE | $2,602 | $0 | $2,602 |
| BANK FEES | $150 | $0 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $15,936 | $15,936 | $0 |
| CONSULTING FEES | $40,000 | $0 | $40,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $28,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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