THE GROVE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE GROVE FOUNDATION (EIN 77-0108124)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-12
- IRS object ID
- 202602249349101010
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-12T15:43:34-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 N 1ST ST STE 460 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770108124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GROVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROV | BusinessNameControlTxt |
| Phone | 6504644336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1667 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231667 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE DOROSIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6504644336 | PhoneNum |
| Signature | 2026-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
| 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 | $73,491,158 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,386,065 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,608,514 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,517,199 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $145,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $203,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $365,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,791,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $479,811 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $74,398 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,505,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,274,622 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $238,223 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $238,223 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $671,240 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $671,240 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $228,075 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $228,075 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,090 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,065 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,035 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $203,998 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $186,074 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,890 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,786 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,786 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $112,507 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,601,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,359,756 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,446,878 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,315,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,047,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,674,756 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,542,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,081,483 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,256,944 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,687,713 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,687,713 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $28,343,515 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $21,049,804 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $21,049,804 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $10,179,212 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,184,560 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,184,560 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,768,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,847,301 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,819,192 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,399,286 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,749,889 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,749,889 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $102,947,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,519,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,491,158 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $832 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,104 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,063,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,565,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,063,832 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,566,104 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $100,883,284 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $60,953,163 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,883,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,953,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,947,116 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,519,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,883,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,542,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $61,340,903 | SubtotalAmt |
| Other Decreases | $387,740 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,953,163 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PASSTHROUGH CAPITAL GAIN | P | 2024-09-30 | 2025-09-30 | $129,190 | $129,190 | $129,190 | |
| PUBLICLY TRADED SECURITIES | P | $4,662,784 | -$200,830 | -$200,830 | $4,863,614 | ||
| BOSTON COMMON INTERNATIONAL SUSTAINABLE CLIMATE FUND LLC | P | 2024-09-30 | 2025-09-30 | $2,520,776 | $551,451 | $551,451 | $1,969,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $479,811 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,833 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,833 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,601 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $27,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $69,601 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,768 | OverpaymentAmt |
| Applied To ES Tax | $26,768 | 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 | Yes (1) | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GROVEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LESLIE DOROSIN | IndividualWithBooksNm |
| Phone | 6504644336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1667 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940231667 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN GROVE | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | BOARD CHAIR | 8.00 | $0 | $0 | $0 |
| LESLIE DOROSIN | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | TREASURER/CFO | 15.00 | $25,994 | $5,836 | $0 |
| BLANCH VANCE | ||||||||
| PO BOX 1667 | LOS ALTOS | CA | 94023 | SECRETARY | 20.00 | $14,644 | $3,532 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANDIDE GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 BROADWAY STE 201 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING | ServiceTypeTxt |
| Compensation | $66,937 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,016,263 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,961,958 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,906,135 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,884,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,884,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,288,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,596,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,229,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,229,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,833 | TotalTaxAmt |
| Distributable Before Adj | $4,186,972 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $237,374 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,424,346 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,424,346 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,674,756 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,674,756 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,424,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,854,351 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,061,374 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,697,673 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,151,895 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,373,584 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,138,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,674,756 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,424,346 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,250,410 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $110,389,287 | 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 | $17,854,351 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,534,936 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,061,374 | ExcessFromYear4Amt |
| Excess From Year3 | $17,697,673 | ExcessFromYear3Amt |
| Excess From Year2 | $14,151,895 | ExcessFromYear2Amt |
| Excess From Year1 | $14,373,584 | ExcessFromYear1Amt |
| Excess From Current Year | $31,250,410 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR YOUTH | ||||||||
| 1325 G STREET NW SUITE 980 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT, WISE | $1,900,000 | |
| AL OTRO LADO | ||||||||
| 511 E SAN YSIDRO BOULEVARD SUITE | SAN YSIDRO | CA | 92173 | N/A | PC | GENERAL SUPPORT | $115,000 | 333 |
| ALIENTO EDUCATION FUND | ||||||||
| 4747 N 32ND STREET | PHOENIX | AZ | 85018 | N/A | PC | GENERAL SUPPORT | $65,000 | |
| AMALGAMATED FOUNDATION | ||||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | N/A | PC | BOARD DONOR ADVISED FUND, STAFF DISCRETIONARY FUND | $402,000 | |
| AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES | ||||||||
| 2020 PENNSYLVANIA AVENUE MAILBOX | WASHINGTON | DC | 20006 | N/A | PC | NATIONAL, ARIZONA, AND NEVADA OPERATIONS OF THE REGISTER, EDUCATE, VOTE, USE YOUR POWER (REV UP) PROGRAM | $90,000 | 263 |
| AMERICAN CIVIL LIBERTIES UNION OF NEVADA FOUNDATION INC | ||||||||
| 4362 W CHEYENNE AVENUE | NORTH LAS VEGAS | NV | 89032 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| APIARY FOR PRACTICAL SUPPORT | ||||||||
| 99 WALL STREET SUITE 1279 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $250,000 | |
| ARIZONA CENTER FOR EMPOWERMENT | ||||||||
| 5710 NORTH 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | WOMEN'S COLLECTIVE | $100,000 | |
| ARIZONA COALITION FOR CHANGE | ||||||||
| 1241 E WASHINGTON ST SUITE 103 | PHOENIX | AZ | 85034 | N/A | PC | GENERAL SUPPORT | $240,000 | |
| ASYLUM SEEKER ADVOCACY PROJECT INC | ||||||||
| 228 PARK AVENUE S SUITE 84810 | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT | $70,000 | |
| BISC FOUNDATION | ||||||||
| 1319 F ST NW STE 301 238 | WASHINGTON | DC | 20004 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| BLACK FREEDOM FUND | ||||||||
| 2440 W EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 940401498 | N/A | PC | GENERAL SUPPORT | $300,000 | |
| BLACK FUTURES LAB | ||||||||
| 436 14TH STREET | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| BLACK WOMEN FOR WELLNESS | ||||||||
| PO BOX 292516 | LOS ANGELES | CA | 900297516 | N/A | PC | GENERAL SUPPORT | $250,000 | |
| BOREALIS PHILANTHROPY | ||||||||
| 126 N 3RD ST STE 402 | MINNEAPOLIS | MN | 554012838 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| CABRILLO COLLEGE FOUNDATION | ||||||||
| THE SESNON HOUSE 6500 SOQUEL DRIVE | APTOS | CA | 950033119 | N/A | PC | GRANT FUNDS WILL SUPPORT THE CABRILLO COLLEGE CAREER TECHNICAL EDUCATION HIGH ACHIEVER SCHOLARSHIP PROGRAM | $250,000 | |
| CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE | ||||||||
| 1999 HARRISON STREET | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $220,000 | |
| CALIFORNIA IMMIGRANT POLICY CENTER | ||||||||
| 634 S SPRING STREET SUITE 600A | LOS ANGELES | CA | 900143906 | N/A | PC | CO-LAB: NATIONAL IMMIGRATION NARRATIVE CONVENING, GENERAL SUPPORT | $185,000 | |
| CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE | ||||||||
| PO BOX 861766 | LOS ANGELES | CA | 90086 | N/A | PC | GENERAL SUPPORT | $300,000 | |
| CAPACITY SHOP | ||||||||
| 850 LAUREL STREET | ALAMEDA | CA | 94501 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| CARDEA | ||||||||
| 614 GRAND AVENUE SUITE 400 | OAKLAND | CA | 946103562 | N/A | PC | GENERAL SUPPORT | $750,000 | |
| CASA | ||||||||
| 8151 15TH AVENUE | HYATTSVILLE | MD | 20783 | N/A | PC | GENERAL SUPPORT | $330,000 | |
| CATCHAFIRE FOUNDATION | ||||||||
| 885 MISSION STREET SUITE D2 | SAN FRANCISCO | CA | 94103 | N/A | PC | GROVE CATCHAFIRE COHORT 2025-2027 | $270,000 | |
| CENTER FOR CIVIC POLICY | ||||||||
| PO BOX 27616 | ALBUQUERQUE | NM | 871257616 | N/A | PC | GENERAL SUPPORT | $350,000 | |
| CENTER FOR CIVIC POLICY (NEW MEXICO DREAM TEAM) | ||||||||
| PO BOX 27616 | ALBUQUERQUE | NM | 871257616 | N/A | PC | NEW MEXICO DREAM TEAM | $200,000 | |
| CENTRAL VALLEY IMMIGRANT INTEGRATION COLLABORATIVE | ||||||||
| 5014 E UNIVERSITY AVENUE SUITE 101 | FRESNO | CA | 93727 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| CHICAGO VOLUNTEER DOULAS | ||||||||
| PO BOX 5851 | CHICAGO | IL | 60680 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| CHINESE FOR AFFIRMATIVE ACTION (HMONG INNOVATING POLITICS) | ||||||||
| 17 WALTER U LUM PLACE | SAN FRANCISCO | CA | 941081801 | N/A | PC | HMONG INNOVATING POLITICS | $200,000 | |
| CLIMATE RESILIENT COMMUNITIES | ||||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | N/A | PC | ORGANIZATIONAL EFFECTIVENESS, GENERAL SUPPORT | $315,000 | |
| COALITION FOR HUMANE IMMIGRANT RIGHTS | ||||||||
| 2533 W 3RD STREET SUITE 101 | LOS ANGELES | CA | 90057 | N/A | PC | GENERAL SUPPORT | $180,000 | |
| COASTSIDE HOPE | ||||||||
| 248 MAIN STREET SUITE 200 | HALF MOON BAY | CA | 94019 | N/A | PC | GENERAL SUPPORT | $900,000 | |
| COMMON DEFENSE EDUCATION FUND | ||||||||
| 251 W 30TH STREET | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC | ||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| COMMUNITY SPONSORSHIP HUB | ||||||||
| PMB 453 1360 UNIVERSITY AVENUE W | SAINT PAUL | MN | 55104 | N/A | PC | GENERAL SUPPORT | $100,000 | SUITE 104 |
| COMUNIDADES INDIGENAS EN LIDERAZGO CORP | ||||||||
| 4318 S MAIN STREET | LOS ANGELES | CA | 90037 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| CORAZON | ||||||||
| 1918 W VAN BUREN STREET | PHOENIX | AZ | 85009 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| DC ABORTION FUND | ||||||||
| PO BOX 65061 | WASHINGTON | DC | 20035 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| DISABILITY LAW UNITED | ||||||||
| 1245 E COLFAX AVENUE SUITE 400 | DENVER | CO | 80218 | N/A | PC | GENERAL SUPPORT | $425,000 | |
| EYES OPEN IOWA | ||||||||
| 4000 WESTOWN PARKWAY SUITE 204 | WEST DES MOINES | IA | 50266 | N/A | PC | GENERAL SUPPORT | $750,000 | |
| FAITH IN ACTION BAY AREA | ||||||||
| 820 CASSIA STREET | REDWOOD CITY | CA | 94063 | N/A | PC | LOW-INCOME FAMILIES FROM SAN MATEO COUNTY AFFECTED BY IMMIGRATION DETENTION OR DEPORTATION, GENERAL SUPPORT | $575,000 | |
| FAITH ORGANIZING ALLIANCE | ||||||||
| 1024A W OWENS AVENUE | LAS VEGAS | NV | 89106 | N/A | PC | GENERAL SUPPORT | $137,500 | |
| FUERTE ART COLLECTIVE | ||||||||
| 110 NORTH 9TH AVENUE SUITE 912 | PHOENIX | AZ | 85007 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL | ||||||||
| 1849 THE EXCHANGE SE SUITE 200 | ATLANTA | GA | 30339 | N/A | PC | GENERAL SUPPORT | $725,000 | |
| GEORGIA COALITION FOR THE PEOPLES AGENDA | ||||||||
| 501 PULLIAM STREET SUITE 410 | ATLANTA | GA | 30312 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||
| PO BOX 2178 | PETALUMA | CA | 949532178 | N/A | PC | GENERAL SUPPORT | $300,000 | |
| GREATER BIRMINGHAM MINISTRIES | ||||||||
| 2304 12TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | N/A | PC | GENERAL SUPPORT | $225,000 | |
| GROUNDSWELL FUND | ||||||||
| 436 14TH STREET STE 723 | OAKLAND | CA | 946122709 | N/A | PC | GENERAL SUPPORT | $500,000 | |
| HAITIAN BRIDGE ALLIANCE | ||||||||
| 4625 FAIRMONT AVENUE SUITE 280 | SAN DIEGO | CA | 92105 | N/A | PC | GENERAL SUPPORT | $120,000 | |
| HOPEWELL FUND (DIGITAL DEFENSE FUND) | ||||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 200362656 | N/A | PC | DIGITAL DEFENSE FUND | $25,000 | |
| HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY | ||||||||
| 2905 S EL CAMINO REAL | SAN MATEO | CA | 944032730 | N/A | PC | GENERAL SUPPORT | $300,000 | |
| HUMAN INVESTMENT PROJECT INC | ||||||||
| 364 SOUTH RAILROAD AVENUE | SAN MATEO | CA | 944014024 | N/A | PC | CAPITAL CAMPAIGN, GENERAL SUPPORT | $300,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 121 W 36TH STREET PMB 520 | NEW YORK | NY | 10018 | N/A | PC | REFUGEE PROTECTION | $465,000 | |
| HUMAN RIGHTS FIRST (WELCOME WITH DIGNITY) | ||||||||
| 121 W 36TH STREET PMB 520 | NEW YORK | NY | 10018 | N/A | PC | WELCOME WITH DIGNITY CAMPAIGN | $500,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 941032473 | N/A | PC | GENERAL SUPPORT, NEW AMERICANS CAMPAIGN, UNITED COALITION FOR IMMIGRANT SERVICES | $1,035,000 | |
| IMMIGRATION INSTITUTE OF THE BAY AREA | ||||||||
| 2600 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| IMPACT FUND | ||||||||
| 2080 ADDISON STREET SUITE 5 | BERKELEY | CA | 947041692 | N/A | PC | IMMIGRATION LITIGATION | $75,000 | |
| INSTITUTE FOR A PROGRESSIVE NEVADA | ||||||||
| 2657 WINDMILL PARKWAY SUITE 619 | HENDERSON | NV | 890743384 | N/A | PC | GENERAL SUPPORT, CIVIC ENGAGEMENT TABLE'S STRATEGIC PLANNING EFFORTS | $175,000 | |
| INSTITUTO LAB | ||||||||
| 221 E INDIANOLA AVENUE | PHOENIX | AZ | 85012 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $85,000 | |
| INTERNATIONAL RESCUE COMMITTEE - NORTHERN CALIFORNIA | ||||||||
| 440 GRAND AVENUE SUITE 500 | OAKLAND | CA | 94610 | N/A | PC | NORTHERN CALIFORNIA OPERATIONS | $925,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101680002 | N/A | PC | PATHWAYS TO CITIZENSHIP AND STATUS, GENERAL SUPPORT | $400,000 | |
| INTER-TRIBAL COUNCIL OF ARIZONA INC | ||||||||
| 2214 N CENTRAL AVENUE 100 | PHOENIX | AZ | 85004 | N/A | PC | NATIVE VOTE FELLOW AT THE INDIAN LEGAL CLINIC, ARIZONA STATE UNIVERSITY | $75,000 | |
| JUSTICE ACTION CENTER | ||||||||
| PO BOX 27280 | LOS ANGELES | CA | 90077 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| JUSTICE IN MOTION | ||||||||
| PO BOX 160128 | BROOKLYN | NY | 11216 | N/A | PC | GENERAL SUPPORT | $350,000 | |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS OF THE SAN FRANCISCO BAY AREA | ||||||||
| 11 STEUART STREET SUITE 405 | SAN FRANCISCO | CA | 94105 | N/A | PC | IMMIGRATION LITIGATION AND LEGAL SERVICES | $75,000 | |
| LEADING FOR CHANGE INC | ||||||||
| 55 E VERNON AVENUE | PHOENIX | AZ | 85004 | N/A | PC | GENERAL SUPPORT AND LEADERS FELLOWS | $105,000 | |
| LEGACY GLOBAL PROGRAMS (GRATITUDE IMPACT FOUNDATION) | ||||||||
| 4435 E HOLMES AVE SUITE 200 | MESA | AZ | 85206 | N/A | PC | GRATITUDE IMPACT FOUNDATION | $15,000 | |
| LEGAL AID SOCIETY OF SAN MATEO CO | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 123 | REDWOOD CITY | CA | 94065 | N/A | PC | LIBRE PROJECT | $170,000 | |
| MAKE THE ROAD NEVADA | ||||||||
| 4250 E BONANZA ROAD SUITE 14 | LAS VEGAS | NV | 89110 | N/A | PC | NEVADA ENVIRONMENTAL JUSTICE COALITION | $35,000 | |
| MI FAMILIA VOTA EDUCATION FUND | ||||||||
| 3030 N CENTRAL AVENUE NINTH FLOOR | PHOENIX | AZ | 85012 | N/A | PC | FOR THE ARIZONA OPERATIONS | $50,000 | SUITE 900 |
| MIDWEST ACCESS COALITION | ||||||||
| PO BOX 408363 | CHICAGO | IL | 60640 | N/A | PC | FUND LATER CARE | $500,000 | |
| MOVEMENT STRATEGY CENTER | ||||||||
| 1625 CLAY ST FLOOR 6 | OAKLAND | CA | 94612 | N/A | PC | BELOVEDBIRTH COLLECTIVE | $500,000 | |
| NAEVA | ||||||||
| PO BOX 35698 | ALBUQUERQUE | NM | 871765698 | N/A | PC | GENERAL SUPPORT | $180,000 | |
| NATIONAL CENTER FOR YOUTH LAW | ||||||||
| 1212 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| NATIONAL IMMIGRATION LAW CENTER | ||||||||
| 3435 WILSHIRE BOULEVARD SUITE 2850 | LOS ANGELES | CA | 900101938 | N/A | PC | GENERAL SUPPORT | $1,000,000 | |
| NATIONAL IMMIGRATION PROJECT | ||||||||
| 2201 WISCONSIN AVE NW SUITE 200 | WASHINGTON | DC | 20007 | N/A | PC | GENERAL SUPPORT | $70,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS (REPROCARE) | ||||||||
| 42 SEAVERNS AVE | BOSTON | MA | 021302884 | N/A | PC | REPROCARE | $100,000 | |
| NATIONAL PARTNERSHIP FOR NEW AMERICANS | ||||||||
| 1818 S PAULINA ST | CHICAGO | IL | 606082719 | N/A | PC | READY TO STAY LEGAL SERVICES COLLABORATIVE | $75,000 | |
| NATIONAL URBAN INDIAN FAMILY COALITION | ||||||||
| 4000 AURORA AVENUE N SUITE 102 | SEATTLE | WA | 98103 | N/A | PC | CIVIC ENGAGEMENT EFFORTS IN ARIZONA, NEVADA, AND NEW MEXICO | $300,000 | |
| NEO PHILANTHROPY (SILVER STATE VOICES) | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | N/A | PC | SILVER STATE VOICES | $300,000 | FLOOR |
| NEO PHILANTHROPY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | N/A | PC | FOR SILVER STATE VOICES IN SUPPORT OF THE LAS VEGAS CHAPTER OF THE NAACP, FOUR FREEDOMS FUND, BLACK MIGRANT POWER FUND, FOUR FREEDOMS FUND, GENERAL SUPPORT | $775,000 | FLOOR |
| NEO PHILANTHROPY INC (PATIENT FORWARD) | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | N/A | PC | PATIENT FORWARD | $150,000 | FLOOR |
| NEO PHILANTHROPY INC (STATES AT THE CENTER) | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | N/A | PC | STATES AT THE CENTER | $75,000 | FLOOR |
| NUESTRA CASA DE EAST PALO ALTO | ||||||||
| 2396 UNIVERSITY AVENUE | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $187,500 | |
| OLE EDUCATION FUND | ||||||||
| 411 BELLAMAH NW | ALBUQUERQUE | NM | 87102 | N/A | PC | GENERAL SUPPORT | $175,000 | |
| ONE ARIZONA | ||||||||
| 345 E PALM LANE | PHOENIX | AZ | 85004 | N/A | PC | MASS LIBERATION ARIZONA EDUCATION FUND, GENERAL SUPPORT, ARIZONA DEMOCRACY RESOURCE CENTER | $525,000 | |
| ONE EAST PALO ALTO | ||||||||
| 903 WEEKS STREET | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $460,000 | |
| ONEJUSTICE | ||||||||
| 433 CALIFORNIA STREET SUITE 815 | SAN FRANCISCO | CA | 941042012 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| PANGEA LEGAL SERVICES | ||||||||
| 391 SUTTER ST SUITE 500 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL SUPPORT | $63,000 | |
| PEAK GRANTMAKING | ||||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| PENINSULA CONFLICT RESOLUTION CENTER | ||||||||
| 1670 S AMPHLETT BOULEVARD SUITE 115 | SAN MATEO | CA | 94402 | N/A | PC | GENERAL SUPPORT, POWER BUILDING CONVENING SMC | $310,000 | |
| PREGNANCY JUSTICE | ||||||||
| 575 8TH AVE SUITE 700 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| PROGEORGIA | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | N/A | PC | GENERAL SUPPORT | $375,000 | |
| PROGRESSNOW AZ INSTITUTE | ||||||||
| 345 E PALM LN | PHOENIX | AZ | 85004 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| PROGRESSNOW NEW MEXICO EDUCATION FUND | ||||||||
| 625 SILVER AVENUE SUITE 320 | ALBUQUERQUE | NM | 87102 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| PUBLIC INTEREST PHILANTHROPY | ||||||||
| 40 WEST 37TH ST SUITE 1000 | NEW YORK | NY | 100187311 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| PUENTE DE LA COSTA SUR | ||||||||
| PO BOX 554 | PESCADERO | CA | 940600554 | N/A | PC | GENERAL SUPPORT, CAPITAL CAMPAIGN | $1,000,000 | |
| RAVENSWOOD FAMILY HEALTH CENTER | ||||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 943031611 | N/A | PC | GENERAL SUPPORT | $375,000 | |
| REDWOOD CITY ELEMENTARY | ||||||||
| 750 BRADFORD STREET | REDWOOD CITY | CA | 940631727 | N/A | GOV | REDWOOD CITY COMMUNITY SCHOOLS | $150,000 | |
| RESIST INC (BIRTH CENTER EQUITY) | ||||||||
| PO BOX 301240 | BOSTON | MA | 02130 | N/A | PC | BIRTH CENTER EQUITY | $750,000 | |
| RESTORATIVE JUSTICE FOR OAKLAND YOUTH | ||||||||
| 1733 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $500,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 120 BROADWAY STE 3475 | NEW YORK | NY | 102713401 | N/A | PC | ABUNDANT FUTURES FUND, EMERGENCY RESPONSE LITIGATION INITIATIVE | $300,000 | |
| RUTGERS UNIVERSITY | ||||||||
| 57 US HIGHWAY 1 | NEW BRUNSWICK | NJ | 089018554 | N/A | PC | ANSWER, RUTGERS UNIVERSITY | $300,000 | |
| SAN FRANCISCO FOUNDATION | ||||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | DEFEND CALIFORNIA POOLED FUND | $100,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVE | SAN JOSE | CA | 951252113 | N/A | PC | GENERAL SUPPORT | $750,000 | |
| SOCIAL GOOD FUND | ||||||||
| 12651 SAN PABLO AVENUE | RICHMOND | CA | 948054099 | N/A | PC | IMMIGRANT DEFENSE ADVOCATES, UNITED STATELESS | $165,000 | |
| SOMOS UN PUEBLO UNIDO | ||||||||
| 1804 ESPINACITAS STREET | SANTA FE | NM | 87505 | N/A | PC | GENERAL SUPPORT | $170,000 | |
| STATE VOICES | ||||||||
| 1616 P STREET NW SUITE 220 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $80,000 | |
| TAHIRIH JUSTICE CENTER | ||||||||
| 6400 ARLINGTON BOULEVARD SUITE 300 | FALLS CHURCH | VA | 220422333 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| TEEN HEALTH MISSISSIPPI | ||||||||
| 125 SOUTH CONGRESS STREET SUITE | JACKSON | MS | 392013301 | N/A | PC | GENERAL SUPPORT | $80,000 | 1510 |
| TEWA WOMEN UNITED | ||||||||
| PO BOX 397 | SANTA CRUZ | NM | 875670397 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| THE FOUNDATION FOR CITY COLLEGE | ||||||||
| 160 CONVENT AVENUE SHEPARD 154 | NEW YORK | NY | 10031 | N/A | PC | ACRIVOS FELLOWSHIP, A.X. SCHMIDT SCHOLARSHIPS | $600,000 | |
| THE SEMILLA PROJECT | ||||||||
| 3700 LA HACIENDA DRIVE NE | ALBUQUERQUE | NM | 87110 | N/A | PC | GENERAL SUPPORT | $175,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | N/A | PC | THE CENTER FOR IMMIGRATION LAW AND POLICY AT THE UCLA SCHOOL OF LAW | $100,000 | |
| THRIVE ALLIANCE | ||||||||
| REDWOOD SHORES 330 TWIN DOLPHIN | REDWOOD CITY | CA | 94065 | N/A | PC | GENERAL SUPPORT | $250,000 | DRIVE SUITE 155 |
| TIDES CENTER | ||||||||
| PO BOX 889385 | LOS ANGELES | CA | 900889385 | N/A | PC | LISTEN4GOOD GROVE COHORT, CALIFORNIA COALITION FOR REPRODUCTIVE FREEDOM, STRONG FAMILIES NM | $650,000 | |
| TIDES FOUNDATION | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | N/A | PC | MAKE IT WORK EDUCATION FUND, GENERAL SUPPORT, ADVANCE NATIVE POLITICAL LEADERSHIP EDUCATION FUND, FOR THE ARIZONA OPERATIONS OF PODER LATINX COLLECTIVE FUND | $410,000 | |
| TRAILHEAD INSTITUTE | ||||||||
| 999 BROADWAY SUITE 600 | DENVER | CO | 80202 | N/A | PC | YOUTH SEXUAL HEALTH PROGRAM | $175,000 | |
| TRANS QUEER PUEBLO | ||||||||
| 1726 E ROOSEVELT STREET | PHOENIX | AZ | 85006 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| UC HASTINGS FOUNDATION | ||||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 941024978 | N/A | PC | UC COLLEGE OF THE LAW, SAN FRANCISCOS CENTER FOR GENDER AND REFUGEE STUDIES | $165,000 | |
| UFW FOUNDATION | ||||||||
| PO BOX 23400 | LOS ANGELES | CA | 90023 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| UNITED WE DREAM NETWORK INC | ||||||||
| 1900 L ST NW STE 900 | WASHINGTON | DC | 200365005 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION (UC BERKELEY) | ||||||||
| MCLAUGHLIN HALL 1722 | BERKELEY | CA | 947201722 | N/A | PC | TO SUPPORT THE BERKELEY ENGINEERING FUND | $120,000 | |
| WILD WEST ACCESS FUND OF NEVADA | ||||||||
| 561 KEYSTONE AVENUE SUITE 398 | RENO | NV | 89503 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| WOMEN ENGAGED | ||||||||
| 352 UNIVERSITY AVENUE SW SUITE | ATLANTA | GA | 30310 | N/A | PC | GENERAL SUPPORT | $150,000 | N-120 |
| WORKER POWER INSTITUTE | ||||||||
| 1021 S 7TH AVENUE | PHOENIX | AZ | 85007 | N/A | PC | GENERAL SUPPORT | $70,000 | |
| WORKMONEY FOUNDATION INC | ||||||||
| 790 N MILWAUKEE STREET SUITE 300 | MILWAUKEE | WI | 53202 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| YOUTH LEADERSHIP INSTITUTE | ||||||||
| 155 9TH STREET | SAN FRANCISCO | CA | 941032620 | N/A | PC | GENERAL SUPPORT | $375,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,315,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BLACK FUTURES LAB | ||||||||
| 436 14TH STREET | OAKLAND | CA | 94612 | N/A | PC | BLACK FUTURE'S LAB | $70,000 | |
| ONE ARIZONA | ||||||||
| 345 E PALM LANE | PHOENIX | AZ | 85004 | N/A | PC | MASS LIBERATION ARIZONA EDUCATION FUND, GENERAL SUPPORT | $1,075,000 | |
| GREATER BIRMINGHAM MINISTRIES | ||||||||
| 2304 12TH AVENUE NORTH | BIRMINGHAM | AL | 35234 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| GEORGIA COALITION FOR THE PEOPLES AGENDA | ||||||||
| 501 PULLIAM STREET SUITE 410 | ATLANTA | GA | 30312 | N/A | PC | GENERAL SUPPORT | $325,000 | |
| WOMEN ENGAGED | ||||||||
| 352 UNIVERSITY AVENUE SW SUITE | ATLANTA | GA | 30310 | N/A | PC | GENERAL SUPPORT | $150,000 | N-120 |
| MAKE IT WORK EDUCATION FUND | ||||||||
| 801 S LAS VEGAS BLVD | LAS VEGAS | NV | 89101 | N/A | PC | MAKE IT WORK EDUCATION FUND | $75,000 | |
| ALIENTO EDUCATION FUND | ||||||||
| 4747 N 32ND STREET | PHOENIX | AZ | 85018 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| CAPACITY SHOP | ||||||||
| 850 LAUREL STREET | ALAMEDA | CA | 94501 | N/A | PC | GENERAL SUPPORT | $400,000 | |
| CENTER FOR CIVIC POLICY | ||||||||
| PO BOX 27616 | ALBUQUERQUE | NM | 871257616 | N/A | PC | GENERAL SUPPORT | $400,000 | |
| FAITH ORGANIZING ALLIANCE | ||||||||
| 1024A W OWENS AVENUE | LAS VEGAS | NV | 89106 | N/A | PC | GENERAL SUPPORT | $137,500 | |
| INSTITUTE FOR A PROGRESSIVE NEVADA | ||||||||
| 2657 WINDMILL PARKWAY SUITE 619 | HENDERSON | NV | 890743384 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| INSTITUTO LAB | ||||||||
| 221 E INDIANOLA AVENUE | PHOENIX | AZ | 85012 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| MAKE THE ROAD NEVADA | ||||||||
| 4250 E BONANZA ROAD SUITE 14 | LAS VEGAS | NV | 89110 | N/A | PC | NEVADA ENVIRONMENTAL JUSTICE COALITION | $65,000 | |
| STATE VOICES | ||||||||
| 1616 P STREET NW SUITE 220 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $90,000 | |
| WORKER POWER INSTITUTE | ||||||||
| 1021 S 7TH AVENUE | PHOENIX | AZ | 85007 | N/A | PC | GENERAL SUPPORT | $70,000 | |
| NATIONAL URBAN INDIAN FAMILY COALITION | ||||||||
| 4000 AURORA AVENUE N SUITE 102 | SEATTLE | WA | 98103 | N/A | PC | CIVIC ENGAGEMENT EFFORTS IN ARIZONA, NEVADA, AND NEW MEXICO | $400,000 | |
| FUERTE ART COLLECTIVE | ||||||||
| 110 NORTH 9TH AVENUE SUITE 912 | PHOENIX | AZ | 85007 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| PROGRESSNOW AZ INSTITUTE | ||||||||
| 345 E PALM LN | PHOENIX | AZ | 85004 | N/A | PC | GENERAL SUPPORT | $115,000 | |
| ARIZONA COALITION FOR CHANGE | ||||||||
| 1241 E WASHINGTON ST SUITE 103 | PHOENIX | AZ | 85034 | N/A | PC | GENERAL SUPPORT | $210,000 | |
| CORAZON | ||||||||
| 1918 W VAN BUREN STREET | PHOENIX | AZ | 85009 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| TIDES FOUNDATION (PODER LATINX COLLECTIVE FUND) | ||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | N/A | PC | ARIZONA OPERATIONS | $120,000 | |
| AL OTRO LADO | ||||||||
| 511 E SAN YSIDRO BOULEVARD SUITE | SAN YSIDRO | CA | 92173 | N/A | PC | GENERAL SUPPORT | $200,000 | 333 |
| CENTRAL VALLEY IMMIGRANT INTEGRATION COLLABORATIVE | ||||||||
| 5014 E UNIVERSITY AVENUE SUITE 101 | FRESNO | CA | 93727 | N/A | PC | GENERAL SUPPORT | $250,000 | |
| HAITIAN BRIDGE ALLIANCE | ||||||||
| 4625 FAIRMONT AVENUE SUITE 280 | SAN DIEGO | CA | 92105 | N/A | PC | GENERAL SUPPORT | $240,000 | |
| IMMIGRATION LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 941032473 | N/A | PC | NEW AMERICANS CAMPAIGN, GENERAL SUPPORT | $1,345,000 | |
| IMMIGRATION INSTITUTE OF THE BAY AREA | ||||||||
| 2600 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | N/A | PC | GENERAL SUPPORT | $300,000 | |
| NEO PHILANTHROPY INC | ||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | N/A | PC | BLACK MIGRANT FUND, FOUR FREEDOMS FUND | $515,000 | FLOOR |
| SOCIAL GOOD FUND | ||||||||
| 12651 SAN PABLO AVENUE | RICHMOND | CA | 948054099 | N/A | PC | UNITED STATELESS | $200,000 | |
| TAHIRIH JUSTICE CENTER | ||||||||
| 6400 ARLINGTON BOULEVARD SUITE 300 | FALLS CHURCH | VA | 220422333 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| UC HASTINGS FOUNDATION | ||||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 941024978 | N/A | PC | UC COLLEGE OF THE LAW, SAN FRANCISCOS CENTER FOR GENDER AND REFUGEE STUDIES | $330,000 | |
| UNITED WE DREAM NETWORK INC | ||||||||
| 1900 L ST NW STE 900 | WASHINGTON | DC | 200365005 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| NUESTRA CASA DE EAST PALO ALTO | ||||||||
| 2396 UNIVERSITY AVENUE | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL SUPPORT | $187,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,445,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,608,514 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $365,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,119,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,119,451 | 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 | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1c | LineNumberTxt |
| Involved | $170,959 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROVE ACTION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | GROVE ACTION FUND PROVIDES THE FOUNDATION ACCESS TO THE FUND'S OFFICE SPACE AND OFFICE EQUIPMENT AT NO COST TO THE FOUNDATION. | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROVE ACTION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(4) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANDREW A GROVE AND EVA KASTEN GROVE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1667 | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,386,065 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | INTEREST IN LBA REALTY FUNDS, RECOMPOSE, AND KPCB PANDEMIC | NoncashPropertyDesc |
| Fair Market Value | $981,674 | FairMarketValueAmt |
| Received | 2025-06-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $47,100 | Amt |
| Net Investment Income | $7,065 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,035 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| ECOTRUST FOREST LLC | ||||||||||
| 721 NW NINTH AVENUE SUITE 230 | PORTLAND | OR | 97209 | 2019-10-29 | $1,500,000 | LOAN MADE AT BELOW-MARKET INTEREST RATE TO SUPPORT CONSERVATION-BASED FOREST MANAGEMENT STRATEGIES WITH A KEY AIM BEING TO MITIGATE CLIMATE CHANGE. | $1,500,000 | NONE | 04/30/20, 05/10/21, 5/2/22, 4/18/23, 8/15/23, 2/20/24, 6/7/24, 7/22/24, 8/15 | |
| MISSION DRIVEN FINANCE LLC | ||||||||||
| 2245 SAN DIEGO AVENUE 121 | SAN DIEGO | CA | 92110 | 2020-07-31 | $150,000 | LOAN MADE AT BELOW-MARKET INTEREST RATE TO PROVIDE RAPID AND CRITICAL FINANCING TO POST BONDS TO FREE IMMIGRANTS WHO ARE IN IMMIGRATION DETENTION. | $150,000 | NONE | 02/12/21, 3/2/22, 5/31/22, 8/30/22, 3/21/23, 9/11/23, 11/30/23, 12/21/23, 11 | |
| CALIFORNIA REBUILDING FUND - G-SPV | ||||||||||
| 1901 S BASCOM AVE SUITE 105 | CAMPBELL | CA | 95008 | 2020-12-15 | $500,000 | THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. | $500,000 | NONE | 07/16/21, 9/30/22, 9/30/23, 11/22/23, 12/5/23, 6/10/24, 8/30/24, 9/25/24, 11 | |
| CALIFORNIA REBUILDING FUND - B-SPV | ||||||||||
| 1901 S BASCOM AVE SUITE 105 | CAMPBELL | CA | 95008 | 2022-09-02 | $417,560 | THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. | $417,560 | NONE | 9/30/23, 11/22/23, 12/5/23, 6/10/24, 8/30/24, 11/20/24, 12/26/24, 01/27/25, | |
| CALIFORNIA REBUILDING FUND - B-SPV | ||||||||||
| 1901 S BASCOM AVE SUITE 105 | CAMPBELL | CA | 95008 | 2022-09-13 | $274,298 | THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. | $274,298 | NONE | 9/14/23, 11/22/23, 12/5/23, 6/10/24, 8/30/24, 11/20/24, 12/26/24, 01/27/25, | |
| SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND CLASS B | ||||||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | 2021-05-24 | $78,462 | THE SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND WAS CREATED BY COMMUNITY LENDERS IN THE SOUTHERN AND SOUTHEASTERN UNITED STATES TO PROVIDE ECONOMIC RECOVERY LOANS AND FREE BUSINESS ASSISTANCE TO SMALL BUSINESSES AND NONPROFITS FACING UNPRECEDENTED HEALTH AND ECONOMIC CHALLENGES. THE LOANS ARE DESIGNED TO REACH BUSINESSES AND NONPROFITS WITH 50 OR FEWER FULL-TIME EQUIVALENT EMPLOYEES AND HISTORICALLY UNDERSERVED BUSINESSES, INCLUDING THOSE IN LOW-INCOME AND RURAL COMMUNITIES AND BUSINESSES OWNED BY WOMEN AND PEOPLE OF COLOR. THROUGH THIS RECOVERY, THESE ORGANIZATIONS ARE CRITICAL TO PROVIDING JOBS AND RESOURCES TO COMMUNITIES ACROSS THE REGION. | $78,462 | NONE | 09/30/21, 1/11/22,6/30/23, 9/12/23, 12/14/23, 3/15/24, 4/29/24, 6/17/24, 9/1 | |
| SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND CLASS B | ||||||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | 2021-10-07 | $421,538 | THE SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND WAS CREATED BY COMMUNITY LENDERS IN THE SOUTHERN AND SOUTHEASTERN UNITED STATES TO PROVIDE ECONOMIC RECOVERY LOANS AND FREE BUSINESS ASSISTANCE TO SMALL BUSINESSES AND NONPROFITS FACING UNPRECEDENTED HEALTH AND ECONOMIC CHALLENGES. THE LOANS ARE DESIGNED TO REACH BUSINESSES AND NONPROFITS WITH 50 OR FEWER FULL-TIME EQUIVALENT EMPLOYEES AND HISTORICALLY UNDERSERVED BUSINESSES, INCLUDING THOSE IN LOW-INCOME AND RURAL COMMUNITIES AND BUSINESSES OWNED BY WOMEN AND PEOPLE OF COLOR. THROUGH THIS RECOVERY, THESE ORGANIZATIONS ARE CRITICAL TO PROVIDING JOBS AND RESOURCES TO COMMUNITIES ACROSS THE REGION. | $421,538 | NONE | 1/11/22, 6/30/23, 9/12/23, 12/14/23, 4/29/24, 06/10/24, 8/30/24, 12/23/24, 2 | |
| NAVAJO POWER | ||||||||||
| 2700 WOODLANDS VILLAGE BLVD SUITE | FLAGSTAFF | AZ | 86001 | 2021-09-30 | $750,000 | FOUNDED IN 2018 AS A MAJORITY NATIVE-OWNED PUBLIC BENEFIT CORPORATION, NAVAJO POWER DEVELOPS UTILITY-SCALE CLEAN ENERGY PROJECTS. ITS PRIMARY FOCUS IN PROJECT DEVELOPMENT IS PRIORITIZING THE NEEDS OF THE TRIBAL COMMUNITIES WHERE IT WORKS, INCLUDING TAKING INTO ACCOUNT TRADITIONAL PRACTICES AND USES OF THE LAND WHEN SITING AND DESIGNING PROJECTS. NAVAJO POWER WORKS PROACTIVELY TO CREATE OPPORTUNITIES FOR TRIBAL MEMBERS TO PARTICIPATE IN THE PROJECT'S FINANCING, DEVELOPMENT, AND OPERATION, BENEFITING DIRECTLY FROM THE JOBS, REVENUE, AND ELECTRICITY THE PROJECTS CREATE. | $750,000 | NONE | 08/13/21, 11/21/21, 3/8/22, 4/11/22, 5/20/22, 3/7/23, 12/13/23, 6/28/24, 9/3 | 300-380 |
| IRC'S CENTER FOR ECONOMIC OPPORTUNITY | ||||||||||
| PO BOX 152188 | SAN DIEGO | CA | 92195 | 2021-11-15 | $500,000 | FORMED BY A PARTNERSHIP BETWEEN THE INTERNATIONAL RESCUE COMMITTEES CENTER FOR ECONOMIC OPPORTUNITY (IRC-CEO) AND THE REFUGEE INVESTMENT NETWORK (RIN), THE SOCIAL IMPACT FUND PROVIDES FINANCIAL ACCESS AND INCLUSION TO HUNDREDS OF IMMIGRANTS AND REFUGEES ACROSS THE UNITED STATES TO HELP NEW AMERICANS ESTABLISH A FINANCIAL FOOTHOLD. FUNDS WILL HELP BORROWERS SOURCE CREDIT-BUILDING, AUTO, EDUCATION, AND ACCESS ENTREPRENEURIAL CAPITAL TO START SMALL BUSINESSES | $500,000 | NONE | 2/16/22, 3/23/22, 5/17/22, 5/23/23, 8/18/23, 1/5/24, 2/16/, 8/16/24, 9/20/24 | |
| PEOPLE'S LAND CAPITAL (DIRT CAPITAL) | ||||||||||
| 1428 FRANKLIN STREET | OAKLAND | CA | 94612 | 2021-12-06 | $250,000 | TO SUPPORT RANCHO CORRALITOS, LLC, WHICH WAS ORGANIZED TO ACQUIRE A 177-ACRE PARCEL OF ORGANIC FARMLAND IN WATSONVILLE, CALIFORNIA, AND TRANSITION OWNERSHIP OF THE PROPERTY OVER TIME TO A GROUP OF FIRST- AND SECOND-GENERATION IMMIGRANT LATINO IMMIGRANT ORGANIC FARMERS AT A REDUCED COST. THIS PROJECT REPRESENTS A UNIQUE OPPORTUNITY TO INCREASE EQUITABLE LAND ACCESS FOR LATINO FARMERS TO HIGH-QUALITY FARMLAND AND PROMOTE LONG-TERM LAND STABILITY IN THE CENTRAL COAST REGION OF CALIFORNIA. | $250,000 | NONE | 6/9/23, 12/13/23, 6/18/24, 12/13/23, 6/28/24, 9/30/24, 11/8/24, 12/17/24, 06 | |
| INGENUITY POWER | ||||||||||
| 213 S 24TH STREET | PHILADELPHIA | PA | 19103 | 2022-07-14 | $250,000 | THE WORKING POWER IMPACT FUND IS AN INVESTMENT VEHICLE DEDICATED SOLELY TO FOSTERING SCALED DEPLOYMENT OF COMMUNITY-BASED, CLEAN ECONOMY ASSETS THAT CENTER ECONOMIC EMPOWERMENT, LOCAL OWNERSHIP, AND DIRECT COMMUNITY BENEFITS WITHIN ALL ASPECTS OF CONSTRUCTION, OWNERSHIP, AND OPERATIONS. | $250,000 | NONE | 8/15/23, 11/16/23, 2/16/24, 5/13/24, 12/13/23, 6/28/24, 9/30/24, 12/17/24, 0 | |
| WORKING POWER IMPACT FUND | ||||||||||
| 213 S 24TH STREET | PHILADELPHIA | PA | 19103 | 2022-07-14 | $500,000 | THE WORKING POWER IMPACT FUND IS AN INVESTMENT VEHICLE DEDICATED SOLELY TO FOSTERING SCALED DEPLOYMENT OF COMMUNITY-BASED, CLEAN ECONOMY ASSETS THAT CENTER ECONOMIC EMPOWERMENT, LOCAL OWNERSHIP, AND DIRECT COMMUNITY BENEFITS WITHIN ALL ASPECTS OF CONSTRUCTION, OWNERSHIP, AND OPERATIONS. | $500,000 | NONE | 8/15/23, 11/16/23, 2/16/24, 5/13/24, 12/13/23, 6/28/24, 9/30/24, 12/17/24, 0 | |
| NEXLEGACY | ||||||||||
| 201 TAYLOR ST SUITE E | HUTTO | TX | 78634 | 2023-01-09 | $750,000 | NEXLEGACY IS A CONSTRUCTION COMPANY THAT PROVIDES SERVICES TO COMMUNITIES IN THE DEEP SOUTH IMPACTED BY NATURAL DISASTERS, SPECIALIZING IN RESIDENTIAL AND COMMERCIAL RECONSTRUCTION. MANY OF THE COMMUNITIES AFFECTED BY CLIMATE CHANGE IN THE US ARE PRIMARILY BLACK AND BROWN NEIGHBORHOODS, AND IT IS NEXLEGACY'S MISSION TO BRING THAT REPRESENTATION TO THE RECONSTRUCTION AND RECOVERY EFFORTS IN HISTORICALLY EXTRACTED AREAS. | $750,000 | NONE | 12/13/23, 6/18/24, 12/13/23, 6/28/24, 9/30/24, 12/17/24, 06/11/25 | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALEXANDRIA REAL ESTATE EQUITIES INC | $67,106 | $67,106 |
| AMERICAN HONDA FINANCE | $157,157 | $157,157 |
| AMERICAN TOWER CORP | $59,595 | $59,595 |
| AMGEN INC | $151,628 | $151,628 |
| AON CORP | $147,268 | $147,268 |
| APPLE INC | $498,217 | $498,217 |
| ASTRAZENECA FINANCE LLC | $148,726 | $148,726 |
| AT&T INC | $156,259 | $156,259 |
| BANK OF AMERICA CORP | $188,362 | $188,362 |
| BLACKROCK FUNDING INC | $160,155 | $160,155 |
| BRISTOL-MYERS SQUIBB CO | $133,148 | $133,148 |
| CITIGROUP INC | $155,879 | $155,879 |
| CNH INDUSTRIAL CAPITAL LLC | $83,405 | $83,405 |
| COMCAST CORP | $121,351 | $121,351 |
| DTE ELECTRONIC CO | $92,507 | $92,507 |
| ELEVANCE HEALTH INC | $100,508 | $100,508 |
| EQUINIX INC | $70,771 | $70,771 |
| EUROPEAN INVESTMENT BANK | $600,407 | $600,407 |
| EVERSOURCE ENERGY | $101,278 | $101,278 |
| FIFTH THIRD BANCORP | $150,861 | $150,861 |
| GOLDMAN SACHS GROUP INC | $165,789 | $165,789 |
| HOWARD UNIVERSITY | $37,579 | $37,579 |
| JPMORGAN CHASE & CO FXD | $160,577 | $160,577 |
| LOCAL INITIATIVES SUPPORT CORP | $958,754 | $958,754 |
| LOCKHEED MARTIN CORP | $158,317 | $158,317 |
| MORGAN STANLEY | $157,815 | $157,815 |
| NEXTERA ENERGY CAPITAL HOLDINGS INC | $122,018 | $122,018 |
| PNC FINANCIAL SERVICES GROUP | $156,483 | $156,483 |
| SEMPRA ENERGY | $148,048 | $148,048 |
| TRUIST FINANCIAL CORP | $465,585 | $465,585 |
| VERIZON COMMUNICATIONS INC | $149,425 | $149,425 |
| WASTE MANAGEMENT INC | $159,582 | $159,582 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,359,251 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,359,251 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $7,690,553 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $7,690,553 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KPCB PANDEMIC | FMV | $30,177 | $30,177 |
| LBA REALTY FUND I, INC. | FMV | $80,864 | $80,864 |
| LBA REALTY FUND II, INC. | FMV | $101,286 | $101,286 |
| LBA REALTY FUND IV, LP | FMV | $51,501 | $51,501 |
| LEGACY VENTURE V (QP), LLC | AT COST | $534,607 | $854,799 |
| LEGACY VENTURE VI (QP), LLC | AT COST | $564,735 | $3,878,529 |
| MICROVEST | FMV | $13,371 | $13,371 |
| MONTAGE CAPITAL II, L.P. | AT COST | $470,760 | $808,665 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION HAD UNDERGONE SUBSTANTIAL CONTRACTION DURING THE FILING PERIOD. ON JUNE 11, 2026 THE FOUNDATION'S BOARD ADOPTED A RESOLUTION TO WIND DOWN OPERATIONS, DISTRIBUTE THE FOUNDATION'S ASSETS AND DISSOLVE THE FOUNDATION DURING FISCAL YEAR ENDING 9/30/2029. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,090 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (19 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLOOMLIFE INC NOTE | $362,537 | $362,537 | $362,537 |
| ECOTRUST FOREST, LLC | $1,350,000 | $1,350,000 | $1,350,000 |
| HOUSING TRUST OF SILICON VALLEY NOTE | $2,000,000 | $2,000,000 | $2,000,000 |
| MISSION DRIVEN FINANCE, LLC | $90,733 | $0 | $0 |
| NAVAJO POWER LOAN | $600,000 | $525,000 | $525,000 |
| GENBIOPRO, INC. RECOVERABLE GRANT | $100,752 | $0 | $0 |
| POSIGEN | $675,000 | $0 | $0 |
| SOLAR HOLLER | $112,500 | $100,000 | $100,000 |
| CA REBUILDING FUND | $536,838 | $450,000 | $450,000 |
| SOAR CLASS A | $62,831 | $50,812 | $50,812 |
| COOPERATIVE ENERGY FUTURES CEF | $315,000 | $225,000 | $225,000 |
| IRC'S CENTER FOR ECONOMIC OPPORTUNITY | $450,000 | $450,000 | $450,000 |
| DIRT CAPITAL | $225,000 | $200,000 | $200,000 |
| PIGEONLY | $200,000 | $0 | $0 |
| INGENUITY POWER LLC | $175,000 | $175,000 | $175,000 |
| WORKING POWER IMPACT FUND LLC | $375,000 | $350,000 | $350,000 |
| NEXLEGACY | $487,500 | $300,000 | $300,000 |
| MDF SUBORDINATION | $280,595 | $211,540 | $211,540 |
| RECOMPOSE | $0 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSSES) ON INVESTMENTS | Desc |
| Amt | $387,740 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $101,500 | $0 | $101,500 |
| SUBSCRIPTIONS | $5,847 | $0 | $5,847 |
| WEB HOSTING | $927 | $0 | $927 |
| OTHER MISCELLANEOUS | $4,233 | $0 | $4,233 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $74,398 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $203,998 | Amt |
| Net Investment Income | $186,074 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,890 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $74,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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