C S FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- C S FUND (EIN 95-3607882)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-03-12
- IRS object ID
- 202530719349100608
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-12T13:48:28-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201597091 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MFO E-FILING SERVICES CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E COURT ST 3D | AddressLine1Txt |
| City | FLINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 485021649 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953607882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CSFU | BusinessNameControlTxt |
| Phone | 7078742942 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 KENTUCKY ST E | AddressLine1Txt |
| City | PETALUMA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949522877 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BAILEY MALONE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7078742942 | PhoneNum |
| Signature | 2025-03-12 | 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 | JENNIFER C HEATWOLE | PreparerPersonNm |
| PTIN | P01331602 | PTIN |
| Phone | 8107670136 | PhoneNum |
| Preparation | 2025-03-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $6,843,159 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $680 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $680 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $373,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $373,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $273,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,579,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $273,287 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $521,689 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,169,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $647,699 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $302,273 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,526 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $276,139 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $785,119 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $758,511 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $159,521 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,085 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $157,436 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $309 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $309 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,868 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,459 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,726 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $73,600 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $42,507 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $41,874 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $254,933 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $257,017 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,103 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,220 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $702,770 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $632,308 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,372,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,226,923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,710,285 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,136,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,082,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,363,273 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$913,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $606,224 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,033 | CashBOYAmt |
| Cash EOY | $141 | CashEOYAmt |
| Cash EOYFMV | $141 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $846,803 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $733,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $766,422 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,992,863 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,084,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,084,279 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $631,821 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $720,487 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $720,487 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,082,525 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,193,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,193,270 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $106,355 | OtherAssetsBOYAmt |
| Other Assets EOY | $78,560 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $78,560 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,661,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,810,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,843,159 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $110,581 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $206,037 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,101,076 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,360,011 | GrantsPayableEOYAmt |
| Deferred Revenue EOY | $109,406 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $99,394 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $73,041 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,311,051 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,748,495 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,350,349 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,061,664 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,350,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,061,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,661,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,810,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,350,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$913,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $624,450 | OtherIncreasesAmt |
| Subtotal | $4,061,664 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,061,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| MFO D&D SMID CAP VALUE FUND | P | 2023-12-31 | $26,267 | $29,429 | -$3,162 | -$3,162 | |
| MFO D&D SMID CAP VALUE FUND | P | 2023-12-31 | $24,721 | $22,314 | $2,407 | $2,407 | |
| MFO TOWLE FUND | P | 2023-12-31 | $104,291 | $116,935 | -$12,644 | -$12,644 | |
| MFO TOWLE FUND | P | 2023-12-31 | $69,385 | $53,036 | $16,349 | $16,349 | |
| MFO WESTFIELD FUND A | P | 2023-12-31 | $27,349 | $31,656 | -$4,307 | -$4,307 | |
| MFO WESTFIELD FUND A | P | 2023-12-31 | $44,666 | $26,876 | $17,790 | $17,790 | |
| CROSSLINK VENTURES V LIQUIDATING FUND LLC | P | 2023-12-31 | $3,749 | -$3,749 | -$3,749 | ||
| 1310 SHS NEXTERA ENERGY PARTNRS LCOM UNIT LTD PARTNERS | P | 2023-12-07 | $34,460 | $54,877 | -$20,417 | -$20,417 | 2019-12-16 |
| 474 SHS NEXTERA ENERGY PARTNRS LCOM UNIT LTD PARTNERS | P | 2023-12-07 | $12,469 | $14,136 | -$1,667 | -$1,667 | 2020-03-27 |
| 541 SHS NEXTERA ENERGY PARTNRS LCOM UNIT LTD PARTNERS | P | 2023-12-07 | $14,231 | $14,650 | -$419 | -$419 | 2020-03-18 |
| 183 SHS NEXTERA ENERGY PARTNRS LCOM UNIT LTD PARTNERS | P | 2023-12-07 | $4,814 | $4,819 | -$5 | -$5 | 2018-01-19 |
| 125 SHS NEXTERA ENERGY PARTNRS LCOM UNIT LTD PARTNERS | P | 2023-12-07 | $3,288 | $3,252 | $36 | $36 | 2018-03-21 |
| 40 SHS NEXTERA ENERGY PARTNRS LCOM UNIT LTD PARTNERS | P | 2023-12-07 | $1,052 | $1,018 | $34 | $34 | 2018-01-19 |
| 227 SHS NEXTERA ENERGY PARTNRS LCOM UNIT LTD PARTNERS | P | 2023-12-07 | $5,971 | $5,716 | $255 | $255 | 2018-01-18 |
| 5450.087 SHS VANGUARD SHORT TERM INV GRADE FUND CL ADM | P | 2023-12-15 | $55,536 | $57,389 | -$1,853 | -$1,853 | 2018-03-01 |
| 6680.027 SHS VANGUARD DEVELOPED MARKETS INDEX | P | 2023-12-15 | $100,000 | $86,239 | $13,761 | $13,761 | 2019-03-08 |
| 6706.908 SHS VANGUARD FTSE SOCIAL INDEX FUND | P | 2023-12-15 | $300,000 | $169,035 | $130,965 | $130,965 | 2018-10-22 |
| 419 SHS PAYPAL HOLDINGS INC | P | 2023-12-15 | $25,727 | $37,897 | -$12,170 | -$12,170 | 2019-01-11 |
| 1581 SHS PAYPAL HOLDINGS INC | P | 2023-12-15 | $97,073 | $126,216 | -$29,143 | -$29,143 | 2018-12-26 |
| 7891.32 SHS INVENOMIC FUND INST | P | 2023-12-15 | $154,670 | $157,195 | -$2,525 | -$2,525 | 2022-12-16 |
| 1337.217 SHS INVENOMIC FUND INST | P | 2023-12-15 | $26,209 | $22,907 | $3,302 | $3,302 | 2021-12-21 |
| 975.545 SHS INVENOMIC FUND INST | P | 2023-12-15 | $19,121 | $16,711 | $2,410 | $2,410 | 2021-12-21 |
| 1055.039 SHS OTTER CREEK LONG/SHORT OPP FD | P | 2023-12-15 | $13,420 | $13,420 | $0 | $0 | 2023-01-11 |
| 332.401 SHS OTTER CREEK LONG/SHORT OPP FD | P | 2023-12-15 | $4,228 | $4,228 | $0 | $0 | 2023-01-11 |
| 228.97 SHS OTTER CREEK LONG/SHORT OPP FD | P | 2023-12-15 | $2,913 | $2,913 | $0 | $0 | 2023-01-11 |
| 1594.896 SHS OTTER CREEK LONG/SHORT OPP FD | P | 2023-12-15 | $20,287 | $20,000 | $287 | $287 | 2016-02-12 |
| 719.512 SHS OTTER CREEK LONG/SHORT OPP FD | P | 2023-12-15 | $9,152 | $8,821 | $331 | $331 | 2016-10-24 |
| 542 SHS VANGUARD UTILITIES ETF | P | 2024-01-10 | $75,495 | $74,373 | $1,122 | $1,122 | 2023-12-08 |
| 13120 SHS ISHARES ESG AWARE 1-5 YEAR | P | 2024-08-07 | $324,199 | $311,679 | $12,520 | $12,520 | 2022-11-15 |
| 990 SHS ISHARES ESG AWARE 1-5 YEAR | P | 2024-08-07 | $24,463 | $24,313 | $150 | $150 | 2024-03-27 |
| 6.651 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $36 | $41 | -$5 | -$5 | 2014-06-30 |
| 42.509 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $230 | $261 | -$31 | -$31 | 2014-05-30 |
| 6.969 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $38 | $43 | -$5 | -$5 | 2014-08-29 |
| 1272.91 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $6,899 | $7,727 | -$828 | -$828 | 2014-01-22 |
| 7.002 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $38 | $42 | -$4 | -$4 | 2014-07-31 |
| 3.529 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $19 | $21 | -$2 | -$2 | 2013-10-31 |
| 2.189 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $12 | $13 | -$1 | -$1 | 2013-11-29 |
| 21.632 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $117 | $131 | -$14 | -$14 | 2014-01-31 |
| 1561.067 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $8,461 | $9,429 | -$968 | -$968 | 2015-04-28 |
| 2.27 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $12 | $14 | -$2 | -$2 | 2013-12-31 |
| 5.725 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $31 | $35 | -$4 | -$4 | 2014-11-25 |
| 1.126 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $6 | $7 | -$1 | -$1 | 2014-11-28 |
| 2208.333 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $11,969 | $13,250 | -$1,281 | -$1,281 | 2015-03-31 |
| 6.908 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $37 | $41 | -$4 | -$4 | 2014-09-30 |
| 7.132 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $39 | $43 | -$4 | -$4 | 2015-01-30 |
| 10033.445 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $54,381 | $60,000 | -$5,619 | -$5,619 | 2020-01-10 |
| 7.099 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $38 | $42 | -$4 | -$4 | 2014-12-31 |
| 3253.689 SHS VANGUARD HIGH YIELD | P | 2024-08-08 | $17,635 | $19,294 | -$1,659 | -$1,659 | 2017-05-01 |
| 8270.751 SHS RIVER CANYON TOTAL RETURN BOND FUND - INSTITUTIONAL SHRS | P | 2024-08-08 | $84,196 | $83,700 | $496 | $496 | 2023-04-06 |
| 8016.032 SHS RIVER CANYON TOTAL RETURN BOND FUND | P | 2024-08-08 | $81,603 | $80,000 | $1,603 | $1,603 | 2023-07-12 |
| 3359.582 SHS RIVER CANYON TOTAL RETURN BOND FUND | P | 2024-08-08 | $34,201 | $33,697 | $504 | $504 | 2024-03-28 |
| 637.484 SHS VANGUARD REIT INDEX FUND | P | 2024-09-03 | $85,926 | $74,583 | $11,343 | $11,343 | 2023-08-30 |
| 104.411 SHS VANGUARD REIT INDEX FUND | P | 2024-09-03 | $14,074 | $11,692 | $2,382 | $2,382 | 2021-01-05 |
| 2730.951 SHS VANGUARD DEVELOPED MARKETS INDEX FD | P | 2024-09-03 | $45,143 | $35,257 | $9,886 | $9,886 | 2019-03-08 |
| 3318.656 SHS VANGUARD DEVELOPED MARKETS INDEX FD | P | 2024-09-03 | $54,857 | $40,919 | $13,938 | $13,938 | 2017-03-02 |
| 494.794 SHS VANGUARD SMALL CAP INDEX FUND | P | 2024-09-03 | $53,908 | $36,867 | $17,041 | $17,041 | 2018-05-21 |
| 728.757 SHS VANGUARD SMALL CAP INDEX FUND | P | 2024-09-03 | $79,398 | $50,000 | $29,398 | $29,398 | 2017-10-05 |
| 1071.08 SHS VANGUARD SMALL CAP INDEX FUND | P | 2024-09-03 | $116,694 | $69,128 | $47,566 | $47,566 | 2017-03-02 |
| 6277.464 SHS BARON REAL ESTATE INCOME FUND | P | 2024-09-03 | $100,000 | $84,809 | $15,191 | $15,191 | 2023-06-28 |
| 1211.489 SHS INVENOMIC FUND | P | 2024-09-03 | $21,879 | $20,753 | $1,126 | $1,126 | 2021-12-21 |
| 1557.06 SHS INVENOMIC FUND | P | 2024-09-03 | $28,121 | $17,050 | $11,071 | $11,071 | 2019-07-17 |
| 911.809 SHS OTTER CREEK LONG/SHORT OPP FD | P | 2024-09-03 | $13,167 | $11,179 | $1,988 | $1,988 | 2016-10-24 |
| 163.265 SHS OTTER CREEK LONG/SHORT OPP FD | P | 2024-09-03 | $2,358 | $2,000 | $358 | $358 | 2016-05-20 |
| 2387.53 SHS OTTER CREEK LONG/SHORT OPP FD | P | 2024-09-03 | $34,476 | $28,125 | $6,351 | $6,351 | 2015-10-19 |
| CAPITAL GAINS DIVIDENDS | P | $3,823 | $3,823 | $3,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $273,287 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,427 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,427 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,427 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,465 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,065 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,638 | OverpaymentAmt |
| Applied To ES Tax | $6,638 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CSFUND.ORG | WebsiteAddressTxt |
| Individual With Books | BAILEY MALONE | IndividualWithBooksNm |
| Phone | 7078742942 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 KENTUCKY ST STE E | AddressLine1Txt |
| City | PETALUMA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949522877 | 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 | 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 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| MARYANNE MOTT | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL WARSH | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | TRUSTEE | 1.00 | $5,750 | $0 | $0 |
| CORINNE MEADOWS-EFRAM | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | VICE-PRESIDENT/TRUSTEE | 3.00 | $15,500 | $0 | $0 |
| MARISE MEYNET STEWART | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | PRESIDENT/TRUSTEE | 3.00 | $15,500 | $0 | $0 |
| TERESA ROBINSON | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | SECRETARY/TRUSTEE | 1.00 | $5,750 | $0 | $0 |
| KAU'I KELIIPIO | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | TREASURER/TRUSTEE | 1.00 | $5,750 | $0 | $0 |
| BAILEY MALONE | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | EXECUTIVE DIRECTOR | 32.00 | $254,023 | $10,951 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SAMIR DOSHI | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | PROGRAM DIRECTOR | 40.00 | $165,865 | $4,020 | $0 |
| KYRA BUSCH | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | PROGRAM DIRECTOR | 40.00 | $157,207 | $6,103 | $0 |
| RAMONA ALLEN | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | DIRECTOR OF FINANCE | 40.00 | $144,651 | $8,132 | $0 |
| AMANDA SOLTER | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | PROGRAM DIRECTOR | 40.00 | $144,532 | $3,528 | $0 |
| ELENI SOTOS | ||||||||
| 245 KENTUCKY ST STE E | PETALUMA | CA | 949522877 | PROGRAM DIRECTOR | 40.00 | $125,920 | $961 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUSTICE FUNDERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 436 14TH STREET SUITE 700 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEARNING AND DEVELOPMENT | ServiceTypeTxt |
| Compensation | $190,210 | 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 | $5,211,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,393,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $936,607 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,542,463 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,542,463 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,414,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $420,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $420,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,427 | TotalTaxAmt |
| Distributable Before Adj | $412,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,289 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,363,273 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,363,273 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $900,855 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $900,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,363,273 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $412,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,950,984 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,851,839 | 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 | $6,000,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,851,839 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,851,839 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARYANNE MOTT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BAILEY MALONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 KENTUCKY ST STE E | AddressLine1Txt |
| City | PETALUMA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949522877 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7078742942 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 18 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 18 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 18 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AINA MOMONA | ||||||||
| WALTER RITTE PO BOX 376 | HOOLEHUA | HI | 96729 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIRCLE NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | JUSTICE PROGRAM | $25,000 | |
| AMERICAN ECONOMIC LIBERTIES PROJECT | ||||||||
| 2001 PENNSYLVANIA AVE NW SUITE 540 | WASHINGTON | DC | 20006 | NONE | PC | RETHINK TRADE | $100,000 | |
| AMERICANS UNITED FOR SEPARATION OF CHURCH & STATE | ||||||||
| 1310 L ST NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | LEGAL ACADEMY | $45,000 | |
| APPALACHIAN COMMUNITY FUND | ||||||||
| 1405 E MAGNOLIA AVENUE | KNOXVILLE | TN | 37917 | NONE | PC | THE APPALACHIAN REKINDLING PROJECT | $10,000 | |
| BEYOND PESTICIDES | ||||||||
| 701 E STREET SE SUITE 200 | WASHINGTON | DC | 20003 | NONE | PC | POLLINATOR PROTECTION NETWORK (PPN) | $20,000 | |
| BIGFOOT TRAIL ALLIANCE | ||||||||
| PO BOX 777 | BAYSIDE | CA | 95524 | NONE | PC | GENERAL SUPPORT | $750 | |
| CALIFORNIA BLACK WOMEN'S HEALTH PROJECT | ||||||||
| 9800 S LA CIENEGA BLVD SUITE 905 | INGLEWOOD | CA | 90301 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||||
| 666 BROADWAY | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $115,000 | |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||||
| 666 BROADWAY | NEW YORK | NY | 10012 | NONE | PC | DEMOCRACY CONVENING | $10,000 | |
| CENTER FOR FOOD SAFETY | ||||||||
| 303 SACRAMENTO STREET 2ND FLOOR | SAN FRANCISCO | CA | 94111 | NONE | PC | NANOACTION: ENSURING STRONG REGULATIONS ON EMERGING TECHNOLOGIES | $60,000 | |
| CENTER FOR INTERNATIONAL ENVIRONMENTAL LAW | ||||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | ADVANCING A PRECAUTIONARY APPROACH TO NANOMATERIALS IN THE EU AND GLOBAL POLICY ARENAS | $60,000 | |
| CENTER FOR INTERNATIONAL ENVIRONMENTAL LAW | ||||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GEOENGINEERING: EQUIPPING A GLOBAL MOVEMENT TO CONFRONT A RISING GLOBAL THREAT | $60,000 | |
| CENTER FOR THE STUDY OF THE AMERICAS | ||||||||
| 2156 JEFFERSON AVE 405 | BERKELEY | CA | 94703 | NONE | PC | POPULAR PEASANT MOVEMENT | $55,000 | |
| CENTER FOR THE STUDY OF THE AMERICAS | ||||||||
| 2156 JEFFERSON AVE 405 | BERKELEY | CA | 94703 | NONE | PC | LA VIA CAMPESINA | $51,500 | |
| CENTER FOR THE STUDY OF THE AMERICAS | ||||||||
| 2156 JEFFERSON AVE 405 | BERKELEY | CA | 94703 | NONE | PC | ZIMBABWE SMALLHOLDER ORGANIC FARMERS FORUM | $77,250 | |
| CENTRAL CALIFORNIA ENVIRONMENTAL JUSTICE NETWORK | ||||||||
| 4991 E MCKINLEY AVENUE | FRESNO | CA | 93727 | NONE | PC | CENTRAL VALLEY AGROECOLOGY | $35,000 | |
| CIVILBEAT | ||||||||
| 3650 WAIALAE AVE | HONOLULU | HI | 96816 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CLIMATE JUSTICE ALLIANCE | ||||||||
| PO BOX 10202 | BERKELEY | CA | 94709 | NONE | PC | BUILDING RESISTANCE TO GEOENGINEERING | $35,000 | |
| DEFENDING RIGHTS & DISSENT | ||||||||
| 1325 G STREET SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $70,000 | |
| DEFENDING RIGHTS & DISSENT | ||||||||
| 1325 G STREET SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | CAPACITY BUILDING | $25,000 | |
| DEMOCRACY MATTERS FOUNDATION | ||||||||
| PO BOX 4099 | WASHINGTON | DC | 20026 | NONE | PC | ONYX IMPACT | $50,000 | |
| DOGWOOD ANIMAL RESCUE | ||||||||
| 1415 FULTON ROAD SUITE 205-432 | SANTA ROSA | CA | 95403 | NONE | PC | GENERAL SUPPORT | $500 | |
| EARTH ISLAND INSTITUTE | ||||||||
| C/O EARTH ISLAND INSTITUTE 2150 | BERKELEY | CA | 94704 | NONE | PC | GENERAL SUPPORT | $2,000 | ALLSTON WAY SUITE 460 |
| EARTHRIGHTS INTERNATIONAL | ||||||||
| 1612 K STREET NW SUITE 401 | WASHINGTON | DC | 20006 | NONE | PC | LEGAL DEFENSE FUND | $25,000 | |
| ECOLOGY ACTION OF THE MID-PENINSULA | ||||||||
| 5798 RIDGEWOOD ROAD | WILLITS | CA | 95490 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| ECOLOGY ACTION OF THE MID-PENINSULA | ||||||||
| 5798 RIDGEWOOD ROAD | WILLITS | CA | 95490 | NONE | PC | ECOPOL | $30,000 | |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 696 E COLORADO BOULEVARD SUITE 222 | PASADENA | CA | 91101 | NONE | PC | GENERAL SUPPORT | $750 | |
| FJC | ||||||||
| 520 EIGHTH AVE 20TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | AFRICAN WOMEN'S COLLABORATIVE | $52,250 | |
| FJC | ||||||||
| 520 EIGHTH AVE 20TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | AFRICAN WOMEN'S COLLABORATIVE | $31,200 | |
| FRIENDS OF ACTION GROUP ON EROSION TECHNOLOGY AND CONCENTRATION INC | ||||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | NONE | PC | CENTRO DE ESTUDIOS PARA EL CAMBIO EN EL CAMPO MEXICANO | $30,600 | |
| FRIENDS OF ACTION GROUP ON EROSION TECHNOLOGY AND CONCENTRATION INC | ||||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | NONE | PC | COLECTIVO POR LA AUTONOMIA | $45,900 | |
| FRIENDS OF ACTION GROUP ON EROSION TECHNOLOGY AND CONCENTRATION INC | ||||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | NONE | PC | HEINRICH BOLL FOUNDATION | $41,800 | |
| FRIENDS OF ACTION GROUP ON EROSION TECHNOLOGY AND CONCENTRATION INC | ||||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | NONE | PC | ACTION GROUP ON EROSION, TECHNOLOGY AND CONCENTRATION | $40,000 | |
| FRIENDS OF ACTION GROUP ON EROSION TECHNOLOGY AND CONCENTRATION INC | ||||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | NONE | PC | ACTION GROUP ON EROSION, TECHNOLOGY AND CONCENTRATION | $150,000 | |
| FRIENDS OF ACTION GROUP ON EROSION TECHNOLOGY AND CONCENTRATION INC | ||||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | NONE | PC | ACTION GROUP ON EROSION, TECHNOLOGY AND CONCENTRATION | $75,000 | |
| FRIENDS OF THE CONGO | ||||||||
| 1629 K STREET NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT FOR THE WOMENS FARMERS ORGANIZATIONS | $32,300 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | SYNTHETIC BIOLOGY CAMPAIGN | $60,000 | |
| GLOBAL EXCHANGE | ||||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | NORTH AMERICAN INDIGENOUS CENTER OF NEW YORK | $26,750 | |
| GLOBAL GREENGRANTS FUND | ||||||||
| 2840 WILDERNESS PLACE SUITE A | BOULDER | CO | 80301 | NONE | PC | AGROECOLOGY FUND | $31,500 | |
| GLOBAL GREENGRANTS FUND | ||||||||
| 2840 WILDERNESS PLACE SUITE A | BOULDER | CO | 80301 | NONE | PC | AGROECOLOGY FUND | $52,500 | |
| GLOBAL JUSTICE ECOLOGY PROJECT | ||||||||
| 266 ELMWOOD AVE STE 307 | BUFFALO | NY | 14222 | NONE | PC | BIOFUELWATCH US | $40,000 | |
| GLOBAL JUSTICE ECOLOGY PROJECT | ||||||||
| 266 ELMWOOD AVE STE 307 | BUFFALO | NY | 14222 | NONE | PC | HOODWINKED COLLABORATIVE | $100,000 | |
| GOOD NATION FOUNDATION | ||||||||
| 100 CROSBY STREET SUITE 301 | NEW YORK | NY | 10012 | NONE | PC | DEMOCRATIZING JUSTICE INITIATIVE | $35,000 | |
| GOVERNMENT ACCOUNTABILITY PROJECT | ||||||||
| 1612 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| GOVERNMENT ACCOUNTABILITY PROJECT | ||||||||
| 1612 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | NONE | PC | CAPACITY BUILDING | $30,000 | |
| GRATON DAY LABOR CENTER | ||||||||
| PO BOX 42 | GRATON | CA | 95444 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| INDIGENOUS ENVIRONMENTAL NETWORK | ||||||||
| PO BOX 485 | BEMIDJI | MN | 55619 | NONE | PC | GEOENGINEERING OUTREACH ORGANIZER | $60,000 | |
| INDIGENOUS ENVIRONMENTAL NETWORK | ||||||||
| PO BOX 485 | BEMIDJI | MN | 55619 | NONE | PC | OLD CROSSING TREATY AND ECOCULTURAL RESTORATION WORK | $50,000 | |
| INDIGENOUS PEOPLES RIGHTS INTERNATIONAL | ||||||||
| PO BOX 284 | WEST BOOTHBAY HARBOR | ME | 04575 | NONE | PC | LABATA FANTALLE ORGANIZATION | $52,500 | |
| INQUIRING SYSTEMS INC | ||||||||
| 101 BROOKWOOD AVE STE 204 | SANTA ROSA | CA | 95404 | NONE | PC | SOUTHEASTERN AFRICAN AMERICAN FARMERS ORGANIC NETWORK | $42,800 | |
| INQUIRING SYSTEMS INC | ||||||||
| 101 BROOKWOOD AVE STE 204 | SANTA ROSA | CA | 95404 | NONE | PC | REO COLLABORATIVE | $20,000 | |
| INSTITUTE FOR FOOD AND DEVELOPMENT POLICY INC | ||||||||
| 398 60TH STREET | OAKLAND | CA | 94618 | NONE | PC | COORDINATION NATIONALE DES ORGANISATIONS PAYSANNES DU MALI | $77,000 | |
| INSTITUTE FOR POLICY STUDIES | ||||||||
| 1301 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | HONDURAS PROJECT | $16,000 | |
| INTEGRATIVE MEDICAL CLINIC FOUNDATION | ||||||||
| 2777 YULUPA AVE 289 | SANTA ROSA | CA | 95404 | NONE | PC | GENERAL SUPPORT | $500 | |
| INTERNATIONAL CENTER FOR NOT-FOR-PROFIT LAW | ||||||||
| 1126 16TH STREET NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | PC | US PROGRAM | $40,000 | |
| JUST FUTURES LAW | ||||||||
| 95 WASHINGTON STREET SUITE 104-149 | CANTON | MA | 02021 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| JUST VISION INC | ||||||||
| 1835 7TH STREET NW 110 | WASHINGTON | DC | 20001 | NONE | PC | IMPACT CAMPAIGN | $50,000 | |
| JUSTICE FUNDERS | ||||||||
| 436 14TH STREET SUITE 700 | OAKLAND | CA | 94612 | NONE | PC | JUST TRANSITION INTEGRATED CAPITAL FUND | $100,000 | |
| KUA'AINA ULU AUAMO | ||||||||
| 47-200 WAIHEE RD C/O KEY PROJECT | KANEOHE | HI | 96744 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| KUAMO'O FOUNDATION | ||||||||
| 66 - 1756 PUWALU STREET | WAIKOLOA | HI | 96738 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LA FAMILIA HEALTH | ||||||||
| 1035 ALTO STREET | SANTA FE | NM | 87501 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| LANDPATHS | ||||||||
| 618 4TH STREET SUITE 217 | SANTA ROSA | CA | 95401 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LINK HOUSE | ||||||||
| 110 HAVERHILL ROAD SUITE 208 | AMESBURY | MA | 01913 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| MARIN COMMUNITY FOUNDATION | ||||||||
| 5 HAMILTON LANDING STE 200 | NOVATO | CA | 94949 | NONE | PC | DONOR ADVISED FUND | $70,000 | |
| MOHALA HOU FOUNDATION | ||||||||
| 225 CENTRAL PARK WEST 423 | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL BLACK FOOD & JUSTICE ALLIANCE | ||||||||
| 1450 RALPH DAVID ABERNATHY BLVD SW | ATLANTA | GA | 30310 | NONE | PC | GENERAL SUPPORT | $40,000 | 107 |
| NATIONAL LAWYERS GUILD FOUNDATION INC | ||||||||
| PO BOX 1266 | NEW YORK | NY | 10009 | NONE | PC | NATIONAL LAWYERS GUILD | $45,000 | |
| NATIONAL SECURITY ARCHIVE FUND INC | ||||||||
| 2130 H ST NW GELMAN LIBRARY SUITE | WASHINGTON | DC | 20037 | NONE | PC | OPEN GOVERNMENT AND ACCOUNTABILITY PROJECT | $45,000 | 701 |
| NEO PHILANTHROPY | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | LAW FOR BLACK LIVES | $50,000 | |
| NEW WORLD FOUNDATION | ||||||||
| 627 WEST END AVENUE | NEW YORK | NY | 10024 | NONE | PC | ECLIPSE FUND | $50,000 | |
| NORTH BAY ORGANIZING PROJECT | ||||||||
| PO BOX 1928 | SANTA ROSA | CA | 95402 | NONE | PC | GENERAL SUPPORT | $500 | |
| PARTNERSHIP FOR CIVIL JUSTICE FUND | ||||||||
| 617 FLORIDA AVENUE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| PEOPLE'S PARITY PROJECT | ||||||||
| 141 4TH ST E APT 521 | ST PAUL | MN | 55101 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| PEOPLE'S PARITY PROJECT | ||||||||
| 141 4TH ST E APT 521 | ST PAUL | MN | 55101 | NONE | PC | STATE COURTS ORGANIZING NETWORK CONVENING | $25,000 | |
| PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CENTER | ||||||||
| 2029 UNIVERSITY AVE STE 200 | BERKELEY | CA | 94704 | NONE | PC | SUPPORT FOR PAN INTERNATIONAL | $50,000 | |
| PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CENTER | ||||||||
| 2029 UNIVERSITY AVE STE 200 | BERKELEY | CA | 94704 | NONE | PC | EXECUTIVE DIRECTOR TRANSITION AND CORE PROGRAMMATIC SUPPORT | $25,000 | |
| PETALUMA BLACKS FOR COMMUNITY DEVELOPMENT | ||||||||
| PO BOX 2045 | PETALUMA | CA | 94953 | NONE | PC | GENERAL SUPPORT | $500 | |
| PETALUMA PRIDE | ||||||||
| 40 FOURTH STREET 265 | PETALUMA | CA | 94952 | NONE | PC | GENERAL SUPPORT | $500 | |
| PETALUMA RIVER PARK | ||||||||
| 101 H STREET SUITE B | PETALUMA | CA | 94952 | NONE | PC | GENERAL SUPPORT | $500 | |
| PHYSICIANS FOR SOCIAL RESPONSIBILITY - LOS ANGELES | ||||||||
| 1413 OCEAN AVENUE | SANTA MONICA | CA | 90403 | NONE | PC | CHALLENGING THE FALSE SOLUTION OF CARBON CAPTURE, SHIFTING THE NARRATIVE IN CALIFORNIA | $50,000 | |
| POSSIBILITY LABS | ||||||||
| 1410 FRANKLIN STREET 135 | SAN FRANCISCO | CA | 94109 | NONE | PC | BUILDING THE FIELD OF NON-EXTRACTIVE FINANCE IN THE GLOBAL SOUTH | $100,000 | |
| PROJECT ON GOVERNMENT OVERSIGHT INC | ||||||||
| 1100 G STREET NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $80,000 | |
| PROTEUS FUND INC | ||||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | PC | PIPER FUND | $45,000 | |
| PROTEUS FUND INC | ||||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | PC | RISE TOGETHER FUND | $35,000 | |
| PROTEUS FUND INC | ||||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | PC | PIPER FUND | $35,000 | |
| PUBLIC CITIZEN FOUNDATION INC | ||||||||
| 215 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | PC | GLOBAL TRADE WATCH | $75,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10271 | NONE | PC | ICCA CONSORTIUM | $32,100 | |
| SEMILLERO DE IDEAS | ||||||||
| 2059 HUDSON AVENUE | RICHLAND | WA | 99354 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SOLIDAIRE NETWORK | ||||||||
| 1423 BROADWAY 314 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| SOUTH AFRICA DEVELOPMENT FUND | ||||||||
| PO BOX 300758 | JAMAICA PLAIN | MA | 02130 | NONE | PC | SOUTHERN AFRICAN RURAL WOMEN'S ASSEMBLY | $52,000 | |
| STORY OF STUFF PROJECT | ||||||||
| 1442 A WALNUT STREET 272 | BERKELEY | CA | 94709 | NONE | PC | GENERAL SUPPORT | $500 | |
| SUSTAINABLE MARKETS FOUNDATION | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | TECHNO-FATE COLLECTIVE | $50,000 | |
| SUSTAINABLE SYSTEMS RESEARCH FOUNDATION | ||||||||
| 2861 MISSION STREET SUITE 247 | SANTA CRUZ | CA | 95060 | NONE | PC | REGENERACION - ALIANZA LATINA EN AGROECOLOGIA Y SISTEMA ALIMENTARIO | $10,000 | |
| THE FREE HISTORY PROJECT INC | ||||||||
| 168 HANCOCK STREET | SAN FRANCISCO | CA | 94114 | NONE | PC | KONTENT FILMS | $10,000 | |
| THE GOOD NATION FOUNDATION INC | ||||||||
| 100 CROSBY STREET SUITE 301 | NEW YORK | NY | 10012 | NONE | PC | THE PROMETHEUS CONSPIRACY | $50,000 | |
| THE XERCES SOCIETY | ||||||||
| PO BOX 84274 | SEATTLE | WA | 98124 | NONE | PC | POLLINATOR CONSERVATION IN AGRICULTURE PROGRAM | $50,000 | |
| TIDES CENTER | ||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | COMMUNITY JUSTICE EXCHANGE | $40,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | DONOR ADVISED FUND | $1,253,400 | |
| TONI'S KITTY RESCUE | ||||||||
| 415 BUENA VISTA AVE E | SAN FRANCISCO | CA | 94117 | NONE | PC | GENERAL SUPPORT | $500 | |
| TRADE JUSTICE EDUCATION FUND | ||||||||
| PO BOX 77043 | WASHINGTON | DC | 20013 | NONE | PC | GENERAL SUPPORT | $95,000 | |
| TRANSLASH MEDIA | ||||||||
| 228 PARK AVE SPMB 43858 | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| VIDAS | ||||||||
| 576 B ST SUITE 1C | SANTA ROSA | CA | 95401 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| WHISTLEBLOWER AID | ||||||||
| 1250 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| WHYHUNGER INC | ||||||||
| 505 EIGHTH AVE SUITE 2100 | NEW YORK | NY | 10018 | NONE | PC | PEOPLES' AGROECOLOGY PROCESS | $40,000 | |
| WILDCARE | ||||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,451,350 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIRCLE NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | US PROGRAM | $25,000 | |
| BEYOND PESTICIDES | ||||||||
| 701 E STREET SE SUITE 200 | WASHINGTON | DC | 20003 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CENTER FOR THE STUDY OF THE AMERICAS | ||||||||
| 2156 JEFFERSON AVE 405 | BERKELEY | CA | 94703 | NONE | PC | LA VIA CAMPESINA | $154,500 | |
| CENTER FOR THE STUDY OF THE AMERICAS | ||||||||
| 2156 JEFFERSON AVE 405 | BERKELEY | CA | 94703 | NONE | PC | ZIMBABWE SMALLHOLDER ORGANIC FARMERS FORUM | $154,500 | |
| CENTER FOR THE STUDY OF THE AMERICAS | ||||||||
| 2156 JEFFERSON AVE 405 | BERKELEY | CA | 94703 | NONE | PC | KOREAN WOMEN PEASANT'S ASSOCIATION | $51,500 | |
| CENTRAL CALIFORNIA ENVIRONMENTAL JUSTICE NETWORK | ||||||||
| 4991 E MCKINLEY AVENUE | FRESNO | CA | 93727 | NONE | PC | CENTRAL VALLEY AGROECOLOGY | $35,000 | |
| DEFENDING RIGHTS & DISSENT | ||||||||
| 1325 G STREET SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $70,000 | |
| ECOLOGY ACTION OF THE MID-PENINSULA | ||||||||
| 5798 RIDGEWOOD ROAD | WILLITS | CA | 95490 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| ECOLOGY ACTION OF THE MID-PENINSULA | ||||||||
| 5798 RIDGEWOOD ROAD | WILLITS | CA | 95490 | NONE | PC | ECOPOL | $30,000 | |
| GLOBAL GREENGRANTS FUND | ||||||||
| 2840 WILDERNESS PLACE SUITE A | BOULDER | CO | 80301 | NONE | PC | AGROECOLOGY FUND | $94,500 | |
| GLOBAL GREENGRANTS FUND | ||||||||
| 2840 WILDERNESS PLACE SUITE A | BOULDER | CO | 80301 | NONE | PC | AGROECOLOGY FUND | $105,000 | |
| INDIGENOUS PEOPLES RIGHTS INTERNATIONAL | ||||||||
| PO BOX 284 | WEST BOOTHBAY HARBOR | ME | 04575 | NONE | PC | LABATA FANTALLE ORGANIZATION | $52,500 | |
| INSTITUTE FOR FOOD AND DEVELOPMENT POLICY INC | ||||||||
| 398 60TH STREET | OAKLAND | CA | 94618 | NONE | PC | COORDINATION NATIONALE DES ORGANISATIONS PAYSANNES DU MALI | $49,500 | |
| JUST FUTURES LAW | ||||||||
| 95 WASHINGTON STREET SUITE 104-149 | CANTON | MA | 02021 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| KUA'AINA ULU AUAMO | ||||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| NATIONAL BLACK FOOD & JUSTICE ALLIANCE | ||||||||
| 1450 RALPH DAVID ABERNATHY BLVD SW | ATLANTA | GA | 30310 | NONE | PC | GENERAL SUPPORT | $120,000 | 107 |
| NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE | ||||||||
| PO BOX 675 | FLAGSTAFF | AZ | 86002 | NONE | PC | GENERAL SUPPORT | $140,000 | |
| NEO PHILANTHROPY | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | LAW FOR BLACK LIVES | $50,000 | |
| PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CENTER | ||||||||
| 2029 UNIVERSITY AVE STE 200 | BERKELEY | CA | 94704 | NONE | PC | CORE SUPPORT | $25,000 | |
| PROTEUS FUND INC | ||||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | PC | PIPER FUND | $35,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10271 | NONE | PC | ICCA CONSORTIUM | $96,300 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | HEALTHY DEMOCRACY FUND | $100,000 | |
| TRADE JUSTICE EDUCATION FUND | ||||||||
| PO BOX 77043 | WASHINGTON | DC | 20013 | NONE | PC | GENERAL SUPPORT | $90,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,608,300 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $680 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $373,732 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $273,287 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT ADMINISTRATION INCOME | Desc |
| Related Or Exempt Function Incm | $521,689 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $647,699 | ExclusionAmt |
| Related Or Exempt Function Incm | $521,689 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,169,388 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | THIS FOUNDATION SHARES FACILITIES AND PERSONNEL WITH ANOTHER PRIVATE FOUNDATION (WARSH-MOTT LEGACY, FEI# 68-0049658). IT RECEIVES REIMBURSEMENT FROM THE PRIVATE FOUNDATION FOR ITS SHARE OF EXPENSES. THE REIMBURSEMENT FOR SHARED EXPENSES IS REPORTED AS "GRANT ADMINISTRATION INCOME" IN PART 1, LINE 11, OTHER INCOME. ALL COMPENSATION OF PERSONNEL IS REPORTED UNDER THE NAME AND FEDERAL IDENTIFICATION NUMBER OF THIS FOUNDATION. ACCORDINGLY, OFFICER AND TRUSTEE COMPENSATION IS REPORTED IN FULL ON PART VII. | RelationshipStatementTxt |
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 |
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 | MARYANNE MOTT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 KENTUCKY ST STE E | AddressLine1Txt |
| City | PETALUMA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949522877 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $22,550 | $0 | $22,550 |
| ACCOUNTING MANAGEMENT FEE | $2,500 | $0 | $2,500 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 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 | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CERES TRUST | ||||||||||
| 150 SOUTH WACKER DR STE 2400 | CHICAGO | IL | 60606 | 2021-10-15 | $40,000 | POLLINATOR PROTECTION NETWORK: STRATEGIC PLANNING PROCESS | $40,000 | GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. | 2/28/2023, 11/14/2023 | THE FOUNDATION DID NOT UNDERTAKE ANY ADDITIONAL VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. |
| CERES TRUST | ||||||||||
| 150 SOUTH WACKER DR STE 2400 | CHICAGO | IL | 60606 | 2023-01-15 | $20,000 | REO COLLABORATIVE | $20,000 | GRANTOR KNOWS OF NO FUNDS THAT HAVE BEEN DIVERTED TO ANY OTHER ACTIVITY. | 2/13/2024 | THE FOUNDATION DID NOT UNDERTAKE ANY ADDITIONAL VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| GRANT APPLICATION SUBMISSION INFORMATION | PART XIV, LINES 2A THROUGH 2D | NAME AND ADDRESS OF PERSON TO WHOM APPLICATIONS SHOULD BE SUBMITTED:-------------------------------------------------------------------BAILEY MALONE245 KENTUCKY ST., STE EPETALUMA, CA 94952-2877 TELEPHONE NUMBER707-874-2942FORM AND CONTENT OF APPLICATIONS--------------------------------REQUESTS FOR SUPPORT SHOULD BE MADE BY LETTER OF INQUIRY (LOI). LOIS SHOULD BE ADDRESSED TO INQUIRIES@CSFUND.ORG OR 245 KENTUCKY ST., STE E, PETALUMA, CA 94952-2877. THEY WILL BE ACKNOWLEDGED AS SOON AS POSSIBLE. LOIS SHOULD BE NO MORE THAN THREE PAGES IN LENGTH AND CONTAIN THE FOLLOWING INFORMATION:A CONTACT PERSON'S NAME, TITLE, MAILING ADDRESS, TELEPHONE, AND E-MAIL ADDRESSBASIC INFORMATION ABOUT THE ORGANIZATION, INCLUDING A BRIEF MISSION STATEMENT AND AN OVERVIEW OF CURRENT ACTIVITIESA DESCRIPTION OF THE ORGANIZATION'S APPROACH TO THE SPECIFIC PROBLEM BEING ADDRESSED AND PLANNED ACTIVITIES FOR THE FOLLOWING YEARA LINE ITEM BUDGET OF PROJECTED EXPENSES FOR THE ORGANIZATION AND PROJECT, IF APPLICABLEA LIST OF SECURED AND POTENTIAL FUNDING SOURCES (GRANTS RECEIVED, PROPOSALS PENDING, PLANNED SUBMISSIONS, EARNED INCOME, ETC.)PLEASE DO NOT INCLUDE BROCHURES, REPORTS, NEWS CLIPPINGS, CDS, DVDS, OR OTHER MATERIALS WITH LOIS. PLASTIC FOLDERS, BINDERS OR OTHER PRESENTATION MATERIALS ARE NOT NECESSARY. DUE TO THE HIGH NUMBER OF REQUESTS RECEIVED, WE ARE NOT ABLE TO TRANSLATE AND REVIEW LOIS SUBMITTED IN LANGUAGES OTHER THAN ENGLISH AND SPANISH. KINDLY REFRAIN FROM SENDING A FULL PROPOSAL UNLESS INVITED TO DO SO. IF YOUR ORGANIZATION OR PROJECT IS FOUND TO FALL WITHIN THE FOUNDATION'S FUNDING PRIORITIES, A FULL PROPOSAL WILL BE INVITED. THE FOUNDATION PROVIDES GENERAL SUPPORT AND PROJECT SPECIFIC GRANTS. APPLICANT ORGANIZATIONS MUST BE CLASSIFIED AS A 501(C)(3) BY THE US INTERNAL REVENUE SERVICE. FOREIGN APPLICANTS SHOULD NOTE THAT THE FOUNDATION MAKES A VERY LIMITED NUMBER OF DIRECT GRANTS ABROAD (I.E., WITHOUT FISCAL SPONSORSHIP BY A US-BASED ORGANIZATION). THE FOUNDATION DOES NOT PROVIDE SUPPORT TO INDIVIDUALS, ENDOWMENTS, BOOKS, FILMS, OR DIRECT LOBBYING ACTIVITIES.ANY SUBMISSION DEADLINES------------------------THERE ARE NO DEADLINES FOR LETTERS OF INQUIRY AS THEY ARE ACCEPTED THROUGHOUT THE YEAR. PROPOSALS MUST BE RECEIVED BY THE FIRST MONDAY IN JANUARY FOR CONSIDERATION DURING THE SPRING GRANTMAKING CYCLE OR THE FIRST MONDAY IN AUGUST FOR CONSIDERATION DURING THE FALL GRANTMAKING CYCLE. FUNDING DECISIONS ARE MADE DURING BOARD MEETINGS GENERALLY HELD IN APRIL AND DECEMBER, RESPECTIVELY. RESTRICTIONS AND LIMITATIONS ON AWARDS--------------------------------------CS FUND IS CURRENTLY GRANTING IN FOUR CATEGORIES, EACH ONE WITH A SPECIFIC EMPHASIS:FOOD SOVEREIGNTYRIGHTS AND GOVERNANCEFIGHTING FALSE SOLUTIONSJUST TRANSITIONSBOARD INITIATED GRANTS: OCCASIONALLY THE FOUNDATION MAY INTITIATE SUPPORT FOR PROJECTS THAT FALL OUTSIDE OF THE ESTABLISHED GUIDELINES. |
| DISTRIBUTIONS FROM CORPUS ELECTION | FORM 990PF, PAGE 9, PART XII, LINE 7 | CS FUND HEREBY ELECTS, PURSUANT TO TREASURY REGULATION SEC. 1.170A-9(H) AND SEC. 53.4942(A)-3(C)(2), TO TREAT DISTRIBUTIONS OF $6,000,000 (WHICH EQUALS THE VALUE OF ALL CONTRIBUTIONS RECEIVED IN THE YEAR ENDED SEPTEMBER 30, 2024) AS DISTRIBUTIONS OUT OF CORPUS. ACCORDINGLY, THE FOUNDATION MEETS THE PASS THROUGH REQUIREMENTS OF THE INTERNAL REVENUE CODE SEC. 170(B)(1)(F) AND SEC. 4942(G)(3).(SIGNATURE ON FILE) BAILEY MALONE 08/15/2025_________________________________________________SIGNATURE OF OFFICER DATE |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES ESG AWARE, 9230 SHS | $232,227 | $232,227 |
| RIVER CANYON TOTAL RETURN BOND FUND, 26550.687 SHS | $271,614 | $271,614 |
| VANGUARD HIGH YIELD FUND, 39247.412 SHS | $216,646 | $216,646 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF, 18700 SHS | $352,869 | $352,869 |
| PERSHING SQUARE HOLDINGS, 3500 SHS | $166,250 | $166,250 |
| VANGUARD DEVELOPED MARKETS INDEX, 24228.075 SHS | $411,150 | $411,150 |
| VANGUARD FTSE SOCIAL INDEX FUND, 21143.461 SHS | $1,154,010 | $1,154,010 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BARON REAL ESTATE INCOME FUND, 22890.911 SHS | FMV | $381,820 | $381,820 |
| CROSSLINK VENTURES V LIQUIDATING FUND LLC, 85000 | FMV | $8,586 | $8,586 |
| INVENOMIC FUND, 22552.529 SHS | FMV | $393,316 | $393,316 |
| MFO D&D SMID CAP VALUE, 91819.966 SHS | FMV | $228,047 | $228,047 |
| MFO TOWLE FUND, 21258.733 SHS | FMV | $224,544 | $224,544 |
| MFO WESTFIELD FUND A, 1240.119 SHS | FMV | $265,141 | $265,141 |
| NEXTERA ENERGY PARTNERS LP, 4285 SHS | FMV | $118,352 | $118,352 |
| OTTER CREEK LONG/SHORT OPPORTUNITY FUND, 18031.114 SHS | FMV | $271,729 | $271,729 |
| VANGUARD REIT INDEX FUND, 2420.995 SHS | FMV | $334,315 | $334,315 |
| VANGUARD SMALL CAP INDEX FUND, 7398.613 SHS | FMV | $841,222 | $841,222 |
| NEUBERGER BERMAN LONG SHORT FUND, 6840.023 SHS | FMV | $126,198 | $126,198 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $309 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $309 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $3,435 | $3,435 | $3,435 |
| PREPAID EXPENSES | $782 | $944 | $944 |
| RIGHT OF USE ASSET | $97,863 | $70,871 | $70,871 |
| ACCRUED INTEREST AND DIVIDENDS | $4,275 | $3,310 | $3,310 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATION | $186,194 | $0 | $186,194 |
| BANK & CREDIT CARD FEES | $816 | $0 | $816 |
| CROSSLINK VENTURES V LIQUIDATING FUND, L.P. K-1 | $90 | $90 | $0 |
| DUES & MEMBERSHIPS | $52,549 | $0 | $54,199 |
| INSURANCE | $5,252 | $0 | $5,252 |
| LEARNING AND DEVELOPMENT | $423,935 | $0 | $354,687 |
| MFO D&D SMID CAP VALUE FUND | $1,080 | $1,080 | $0 |
| MFO TOWLE FUND | $984 | $984 | $0 |
| MFO WESTFIELD FUND A | $1,116 | $1,116 | $0 |
| OFFICE SUPPLIES | $21,012 | $0 | $21,011 |
| POSTAGE & DELIVERY | $1,187 | $0 | $1,429 |
| STATE FILING FEES | $400 | $0 | $400 |
| TELEPHONE & INTERNET | $8,155 | $0 | $8,320 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT ADMINISTRATION INCOME | Desc |
| Revenue And Expenses Per Books | $521,689 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $521,689 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE (DECREASE) IN UNREALIZED GAIN(LOSS) ON INVESTMENT | Desc |
| Amt | $624,450 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| BOY Book Value | $99,394 | BOYBookValueAmt |
| EOY Book Value | $73,041 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING | $9,575 | $9,575 | $0 |
| INVESTMENT MANAGEMENT FEE | $7,250 | $7,250 | $0 |
| PENSION ADMINISTRATION | $2,536 | $31 | $2,505 |
| PAYROLL SERVICES | $966 | $12 | $954 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $142 | $0 | $142 |
| FOREIGN TAXES WITHHELD | $899 | $899 | $0 |
| PAYROLL TAXES | $74,171 | $713 | $73,458 |
| FEDERAL EXCISE TAX | $3,000 | $0 | $0 |
| FOREIGN TAXES - MFO TOWLE FUND | $110 | $110 | $0 |
| FOREIGN TAXES - MFO WESTFIELD FUND A | $4 | $4 | $0 |
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