BELLA VISTA FOUNDATION

Cite this

Plain text BELLA VISTA FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/bella-vista-foundation-943345967. Retrieved 2026-11-02.

APA furp.org. (n.d.). BELLA VISTA FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 2, 2026, from https://furp.org/org/bella-vista-foundation-943345967

MLA “BELLA VISTA FOUNDATION.” furp.org, tax years 2011–2024, https://furp.org/org/bella-vista-foundation-943345967. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $2.3M · expenses $5.0M · assets $68.4M

EIN
94-3345967
Address
1660 BUSH STREET 300, SAN FRANCISCO, CA 94109-5308
Website
WWW.BELLAVISTAFOUNDATION.ORG
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
March 2000 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 16 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

16 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Kimberly Casey DIRECTOR2020-2024 1 $0 reported 2
Jean Casey SECRETARY2019-2024 1 $0 reported 2
Susan Koe CHAIR2011-2024 1 $0 reported 1
Katherine Joiner CO-TREASURER2015-2024 1 $0 reported 2
Shannon Casey Welch VICE CHAIR AND CO-TREASURER2020-2024 1 $0 reported 2
Rob Millis DIRECTOR2021-2024 1 $0 reported 1
Micheal Casey DIRECTOR2020-2024 1 $0 reported 1
Spencer Kirkwood AUDIT CHAIR2020-2024 1 $0 reported 1
John Kirkwood DIRECTOR EMERITUS2011-2024 1 $0 reported 2
Sara Koe DIRECTOR2024 1 $0 reported 1
Corey Kirkwood (former) CO-TREASURER2016-2022 1 $0 reported 1
Rob Mills (former) AUDIT CHAIR2020 1 $0 reported 1
Michael Casey (former) AUDIT CHAIR2018-2019 1 $0 reported 1
Jeanie Casey (former) SECRETARY2011-2018 1 $0 reported 1
Robert Kirkwood (former) CHAIRMAN (DECEASED)2011-2017 1 $0 reported 1
Kate Casey Joiner (former) ASSOCIATE TRUSTEE2011-2014 1 $0 reported 1

People by year

2024 · 10 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN CASEY SECRETARY1 $0-$0 $02
SUSAN KOE CHAIR1 $0-$0 $01
KATHERINE JOINER CO-TREASURER1 $0-$0 $02
SHANNON CASEY WELCH VICE CHAIR AND CO-TREASURER1 $0-$0 $02
ROB MILLIS DIRECTOR1 $0-$0 $01
MICHEAL CASEY DIRECTOR1 $0-$0 $01
KIMBERLY CASEY DIRECTOR1 $0-$0 $02
SPENCER KIRKWOOD AUDIT CHAIR1 $0-$0 $01
JOHN KIRKWOOD DIRECTOR EMERITUS1 $0-$0 $02
SARA KOE DIRECTOR1 $0-$0 $01
2023 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN CASEY SECRETARY1 $0-$0 $02
SUSAN KOE CHAIR1 $0-$0 $01
KATHERINE JOINER CO-TREASURER1 $0-$0 $02
SHANNON CASEY WELCH SECRETARY1 $0-$0 $02
ROB MILLIS CO-TREASURER1 $0-$0 $01
MICHEAL CASEY DIRECTOR1 $0-$0 $01
KIMBERLY CASEY DIRECTOR1 $0-$0 $02
SPENCER KIRKWOOD AUDIT CHAIR1 $0-$0 $01
JOHN KIRKWOOD DIRECTOR EMERITUS1 $0-$0 $02
2022 · 10 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN CASEY CHAIR1 $0-$0 $02
SUSAN KOE VICE CHAIRMAN1 $0-$0 $01
COREY KIRKWOOD CO-TREASURER1 $0-$0 $01
KATHERINE JOINER CO-TREASURER1 $0-$0 $02
SHANNON CASEY WELCH SECRETARY1 $0-$0 $02
ROB MILLIS AUDIT CHAIR1 $0-$0 $01
MICHEAL CASEY DIRECTOR1 $0-$0 $01
KIMBERLY CASEY DIRECTOR1 $0-$0 $02
SPENCER KIRKWOOD DIRECTOR1 $0-$0 $01
JOHN KIRKWOOD DIRECTOR EMERITUS1 $0-$0 $02
2021 · 10 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN CASEY CHAIR1 $0-$0 $02
SUSAN KOE VICE CHAIRMAN1 $0-$0 $01
COREY KIRKWOOD CO-TREASURER1 $0-$0 $01
KATHERINE JOINER CO-TREASURER1 $0-$0 $02
SHANNON CASEY WELCH SECRETARY1 $0-$0 $02
ROB MILLIS AUDIT CHAIR1 $0-$0 $01
MICHEAL CASEY DIRECTOR1 $0-$0 $01
KIMBERLY CASEY DIRECTOR1 $0-$0 $02
SPENCER KIRKWOOD DIRECTOR1 $0-$0 $01
JOHN KIRKWOOD DIRECTOR EMERITUS1 $0-$0 $02
2020 · 10 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN CASEY CHAIR1 $0-$0 $02
SUSAN KOE VICE CHAIRMAN1 $0-$0 $01
COREY KIRKWOOD CO-TREASURER1 $0-$0 $01
KATHERINE JOINER CO-TREASURER1 $0-$0 $02
SHANNON CASEY WELCH SECRETARY1 $0-$0 $02
ROB MILLS AUDIT CHAIR1 $0-$0 $01
MICHEAL CASEY DIRECTOR1 $0-$0 $01
KIMBERLY CASEY DIRECTOR1 $0-$0 $02
JOHN KIRKWOOD DIRECTOR EMERITUS1 $0-$0 $02
SPENCER KIRKWOOD DIRECTOR1 $0-$0 $01
2019 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL CASEY AUDIT CHAIR1 $0-$0 $01
JEAN K CASEY SECRETARY1 $0-$0 $02
JOHN KIRKWOOD CHAIRMAN1 $0-$0 $02
SUSAN KOE VICE CHAIRMAN1 $0-$0 $01
KATHERINE CASEY JOINER DIRECTOR1 $0-$0 $02
COREY KIRKWOOD TREASURER1 $0-$0 $01
2018 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL CASEY AUDIT CHAIR1 $0-$0 $01
JEANIE CASEY SECRETARY1 $0-$0 $01
JOHN KIRKWOOD CHAIRMAN1 $0-$0 $02
SUSAN KOE VICE CHAIRMAN1 $0-$0 $01
KATHERINE CASEY JOINER DIRECTOR1 $0-$0 $02
COREY KIRKWOOD TREASURER1 $0-$0 $01
2017 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT KIRKWOOD CHAIRMAN (DECEASED)1 $0-$0 $01
JEANIE CASEY TREASURER1 $0-$0 $01
JOHN KIRKWOOD SECRETARY1 $0-$0 $02
SUSAN KOE VICE CHAIRMAN1 $0-$0 $01
KATHERINE CASEY JOINER ASSOCIATE TRUSTEE1 $0-$0 $02
COREY KIRKWOOD ASSOCIATE TRUSTEE1 $0-$0 $01
2016 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert Kirkwood Chairman1 $0-$0 $01
Jeanie Casey Treasurer1 $0-$0 $01
John Kirkwood Secretary1 $0-$0 $02
Susan Koe Vice Chairman1 $0-$0 $01
katherine casey joiner associate trustee1 $0-$0 $02
COREY KIRKWOOD ASSociate trustee1 $0-$0 $01
2015 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Robert Kirkwood Chairman1 $0-$0 $01
Jeanie Casey Treasurer1 $0-$0 $01
John Kirkwood Secretary1 $0-$0 $02
Susan Koe Vice Chairman1 $0-$0 $01
katherine casey joiner associate trustee1 $0-$0 $02
2014 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT KIRKWOOD CHAIRMAN1 $0-$0 $01
JEANIE CASEY TREASURER1 $0-$0 $01
JOHN KIRKWOOD SECRETARY1 $0-$0 $02
SUSAN KOE VICE CHAIRMAN1 $0-$0 $01
KATE CASEY JOINER ASSOCIATE TRUSTEE1 $0-$0 $01
2013 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT KIRKWOOD CHAIRMAN1 $0-$0 $01
JEANIE CASEY TREASURER1 $0-$0 $01
JOHN KIRKWOOD SECRETARY1 $0-$0 $02
SUSAN KOE VICE CHAIRMAN1 $0-$0 $01
KATE CASEY JOINER ASSOCIATE TRUSTEE1 $0-$0 $01
2012 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT KIRKWOOD CHAIRMAN1 $0-$0 $01
JEANIE CASEY TREASURER1 $0-$0 $01
JOHN KIRKWOOD SECRETARY1 $0-$0 $02
SUSAN KOE VICE CHAIRMAN1 $0-$0 $01
KATE CASEY JOINER ASSOCIATE TRUSTEE1 $0-$0 $01
2011 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT KIRKWOOD CHAIRMAN1 $0-$0 $01
JEANIE CASEY TREASURER1 $0-$0 $01
JOHN KIRKWOOD SECRETARY1 $0-$0 $02
SUSAN KOE VICE CHAIRMAN1 $0-$0 $01
KATE CASEY JOINER ASSOCIATE TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

2024 · 2 contractors · $1.2M
NameLocationServicePaid
PACIFIC FOUNDATION SERVICES LLCSAN FRANCISCO, CAMANAGEMENT SERVICES$750,239
SEPIO CAPITAL LLCSAN FRANCISCO, CAINVESTMENT FEES$404,851
2023 · 2 contractors · $1.1M
NameLocationServicePaid
PACIFIC FOUNDATION SERVICES LLCSAN FRANCISCO, CAMANAGEMENT SERVICES$731,232
SEPIO CAPITAL LLCSAN FRANCISCO, CAINVESTMENT FEES$368,072
2022 · 2 contractors · $1.0M
NameLocationServicePaid
PACIFIC FOUNDATION SERVICES LLCSAN FRANCISCO, CAMANAGEMENT SERVICES$635,848
SEPIO CAPITAL LLCSAN FRANCISCO, CAINVESTMENT FEES$395,298
2021 · 2 contractors · $1.1M
NameLocationServicePaid
PACIFIC FOUNDATION SERVICES LLCSAN FRANCISCO, CAMANAGEMENT SERVICES$610,222
SEPIO CAPITAL LLCSAN FRANCISCO, CAINVESTMENT FEES$460,419
2020 · 3 contractors · $850K
NameLocationServicePaid
PACIFIC FOUNDATION SERVICES LLCSAN FRANCISCO, CAMANAGEMENT SERVICES$623,264
SEPIO CAPITAL LLCSAN FRANCISCO, CAINVESTMENT FEES$145,784
HALL CAPITAL LLCSAN FRANCISCO, CAINVESTMENT FEES$80,570
2019 · 2 contractors · $506K
NameLocationServicePaid
PACIFIC FOUNDATION SERVICES LLCSAN FRANCISCO, CAMANAGEMENT SERVICES$422,869
HALL CAPITAL LLCSAN FRANCISCO, CAINVESTMENT FEES$83,594
2018 · 2 contractors · $503K
NameLocationServicePaid
PACIFIC FOUNDATION SERVICES LLCSAN FRANCISCO, CAMANAGEMENT SERVICES$404,673
HALL CAPITAL LLCSAN FRANCISCO, CAINVESTMENT FEES$98,436
2017 · 2 contractors · $209K
NameLocationServicePaid
PACIFIC FOUNDATION SERVICES LLCSAN FRANCISCO, CAMANAGEMENT SERVICES$135,204
HALL CAPITAL LLCSAN FRANCISCO, CAINVESTMENT FEES$73,682
2016 · 2 contractors · $447K
NameLocationServicePaid
pacific foundation services llcSan Francisco, CAmanagement services$379,947
hall capital llcsan Francisco, CAinvestment fees$67,167
2015 · 2 contractors · $431K
NameLocationServicePaid
pacific foundation services llcSan Francisco, CAmanagement services$368,172
hall capital llcsan Francisco, CAinvestment fees$63,089
2014 · 2 contractors · $429K
NameLocationServicePaid
PACIFIC FOUNDATION SERVICES LLCSAN FRANCISCO, CAMANAGEMENT SERVICES$365,401
HALL CAPITAL LLCSAN FRANCISCO, CAINVESTMENT FEES$63,103
2013 · 1 contractor · $360K
NameLocationServicePaid
PACIFIC FOUNDATION SERVICES LLCSAN FRANCISCOMANAGEMENT SERVICES$360,000

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 105 grants to organizations · $3.8M

Listed grants add up to $3,794,274; the return's “grants paid” expense line says $3,677,793. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 104 grants to organizations · $4.0M

Listed grants add up to $4,040,372; the return's “grants paid” expense line says $3,298,936. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 99 grants to organizations · $4.2M

Listed grants add up to $4,242,041; the return's “grants paid” expense line says $4,512,644. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 100 grants to organizations · $4.3M

Listed grants add up to $4,334,252; the return's “grants paid” expense line says $5,469,710. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 84 grants to organizations · $3.6M

Listed grants add up to $3,632,167; the return's “grants paid” expense line says $2,843,146. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 59 grants to organizations · $2.6M

Listed grants add up to $2,582,250; the return's “grants paid” expense line says $3,148,864. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 59 grants to organizations · $2.6M

Listed grants add up to $2,649,490; the return's “grants paid” expense line says $3,455,490. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 55 grants to organizations · $2.4M

Listed grants add up to $2,369,542; the return's “grants paid” expense line says $2,323,542. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 59 grants to organizations · $2.4M

Listed grants add up to $2,392,790; the return's “grants paid” expense line says $2,458,790. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 55 grants to organizations · $2.3M
2014 · 61 grants to organizations · $2.3M

Listed grants add up to $2,271,934; the return's “grants paid” expense line says $2,133,934. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 53 grants to organizations · $2.1M

Listed grants add up to $2,113,482; the return's “grants paid” expense line says $2,256,482. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 60 grants to organizations · $2.3M · 1 returned · -$25K

Listed grants add up to $2,278,695; the return's “grants paid” expense line says $2,179,005. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 62 grants to organizations · $2.2M

Listed grants add up to $2,224,620; the return's “grants paid” expense line says $2,118,810. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2013 · 1 contributor · $7K
#ContributorTypeCity, stateTotalNoncashSource
1 DOYLE TRUST FUND Person $6,523- Form 990PF Sch. B, 2013 · filing
2012 · 1 contributor · $395K
#ContributorTypeCity, stateTotalNoncashSource
1 DOYLE TRUST FUND Person SAN FRANCISCO, CA $395,351- Form 990PF Sch. B, 2012 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$2,330,253$4,974,603 $68,431,993$66,702,083 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
-$297,583$4,444,297 $68,423,844$66,456,297 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,164,931$5,621,439 $64,946,087$62,361,008 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$2,919,660$6,658,256 $86,434,044$83,872,082 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$15,908,613$3,892,111 $84,082,468$82,622,999 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$1,333,485$3,775,423 $80,972,367$78,673,500 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$1,145,203$4,063,146 $53,856,849$52,809,674 -- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$652,247$2,872,887 $59,299,236$59,022,236 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$474,148$2,995,115 $54,263,786$54,037,245 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$476,792$2,755,551 $53,669,201$53,493,149 -- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$2,059,440$2,654,589 $57,422,887$57,245,887 -- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$869,642$2,779,201 $56,915,834$56,394,262 $6,523- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$1,127,245$2,628,983 $51,911,605$51,617,158 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$277,521$2,560,872 $47,932,506$47,806,177 -- $0--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BAI FOUNDATIONCAT20 $2,776,657$215,950 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
1P FOUNDATIONCAT20 $2,293,445$1,434,952 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
M & T FOUNDATIONCAT20 $2,292,450$2,059,848 President$155,088 Same NTEE code T20, revenue within 2x, same state, similar name
CAMP FOUNDATIONCAT20 $2,024,622$698,658 PRESIDENT, DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
DREW FOUNDATIONCAT20 $2,766,208$5,455,513 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
VICTOR FAMILY FOUNDATIONCAT20 $2,123,882$561,274 President$0 Same NTEE code T20, revenue within 2x, same state
FRIESE FOUNDATIONCAT20 $2,265,067$8,055,170 DIRECTOR, PRESIDENT$200,000 Same NTEE code T20, revenue within 2x, same state
BYLO CHACON FOUNDATIONCAT20 $2,268,663$6,584,314 EXECUTIVE DIRECTOR/TREASURER/SECRETARY$230,698 Same NTEE code T20, revenue within 2x, same state
NORA BETYOUSEF FOUNDATIONCAT20 $2,656,903$74,606 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
M PIUZE FOUNDATIONCAT20 $2,103,569$667,173 CEO$7,083 Same NTEE code T20, revenue within 2x, same state
AURELIA FOUNDATIONCAT20 $2,623,119$2,721,990 COO$100,185 Same NTEE code T20, revenue within 2x, same state
M & I PFISTER FOUNDATIONCAT20 $2,406,077$929,948 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
BAKER STREET FOUNDATIONCAT20 $2,103,817$8,293,154 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
BATTLE FAMILY FOUNDATIONCAT20 $2,679,531$467,679 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
BAY AREA LYME FOUNDATIONCAT20 $2,267,803$1,900,217 EXECUTIVE DIRECTOR/SECRETARY$276,479 Same NTEE code T20, revenue within 2x, same state
ORR FAMILY FOUNDATIONCAT20 $2,488,361$2,441,051 VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FELDMAN FOUNDATION CACAT20 $2,084,513$2,686,257 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
PAUL STANFORD BERNHARD FOUNDATIONCAT20 $2,068,902$135,423 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DANHAKL FAM FOUNDATIONCAT20 $2,482,283$4,518,724 PRESIDENT, TRUSTEE, CHAIR, ED$50,000 Same NTEE code T20, revenue within 2x, same state
STEP FAMILY FOUNDATIONCAT20 $2,165,407$899,271 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
FLORA FAMILY FOUNDATIONCAT20 $2,769,366$6,880,926 PRESIDENT$373,587 Same NTEE code T20, revenue within 2x, same state
JOHN MARTIN FOUNDATIONCAT20 $2,114,252$10,986,631 PRESIDENT & DIRECTOR$300,000 Same NTEE code T20, revenue within 2x, same state
CONNIE FRANK FOUNDATIONCAT20 $2,113,454$1,086,653 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
KLING FAMILY FOUNDATIONCAT20 $2,678,409$2,667,023 Treasurer$25,000 Same NTEE code T20, revenue within 2x, same state
RANDALL FAMILY FOUNDATIONCAT20 $2,323,026$5,701,966 PRESIDENT/CEO$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
NATIONAL PHILANTHROPIC TR DAF sponsor$6,395,95012 22016–2024 BAY AREA LYME FOUNDATION; ONE WORLD CHILDRENS FUND
C R BARD FOUNDATION INC Private foundation$6,255,9661 12018–2018 BD FOUNDATION INC
ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST Private foundation$5,138,68113 12014–2024 ONE WORLD CHILDRENS FUND
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$3,367,04618 22016–2024 BAY AREA LYME FOUNDATION; ONE WORLD CHILDRENS FUND
STEVEN & ALEXANDRA COHEN FOUNDATION INC Private foundation$2,272,4982 12021–2022 BAY AREA LYME FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$1,768,53723 32014–2024 ONE WORLD CHILDRENS FUND; BAY AREA LYME FOUNDATION; AURELIA FOUNDATION
LK WHITTIER FOUNDATION Private foundation$1,750,0001 12023–2023 BAY AREA LYME FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$1,510,35022 22010–2024 ONE WORLD CHILDRENS FUND; BAY AREA LYME FOUNDATION
GREATER HORIZONS DAF sponsor$1,375,0001 12017–2017 BAY AREA LYME FOUNDATION
THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL DAF sponsor$1,202,3005 12015–2020 ONE WORLD CHILDRENS FUND
NOVO FOUNDATION Private foundation$940,0006 12015–2021 ONE WORLD CHILDRENS FUND
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$848,4538 12017–2024 ONE WORLD CHILDRENS FUND
IMAGO DEI FUND Private foundation$778,9505 12020–2024 ONE WORLD CHILDRENS FUND
FISHER GLOBAL FOUNDATION Private foundation$608,0851 12024–2024 BAY AREA LYME FOUNDATION
WELLSPRING PHILANTROPIC FUND INC Private foundation$600,0006 12017–2021 ONE WORLD CHILDRENS FUND

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $4,974,603 spent · pay $0 · grants $3,677,793 · events $11,140
LineAs describedTotalShare
Contributions, gifts, grants paid $3,677,793 73.9%
Fees: other professional $1,155,090 23.2%
Taxes $94,147 1.9%
Fees: accounting $32,800 0.7%
Travel, conferences and meetings $11,140 0.2%
Other expenses $3,633 0.1%
Total$4,974,603100%

View the filing

2023 · Form 990PF · $4,444,297 spent · pay $0 · grants $3,298,936 · events $7,513
LineAs describedTotalShare
Contributions, gifts, grants paid $3,298,936 74.2%
Fees: other professional $1,099,304 24.7%
Fees: accounting $30,100 0.7%
Travel, conferences and meetings $7,513 0.2%
Taxes $5,065 0.1%
Other expenses $3,379 0.1%
Total$4,444,297100%

View the filing

2022 · Form 990PF · $5,621,439 spent · pay $0 · grants $4,512,644 · events $4,294
LineAs describedTotalShare
Contributions, gifts, grants paid $4,512,644 80.3%
Fees: other professional $1,031,146 18.3%
Fees: accounting $36,100 0.6%
Taxes $34,025 0.6%
Travel, conferences and meetings $4,294 0.1%
Other expenses $3,230 0.1%
Total$5,621,439100%

View the filing

2021 · Form 990PF · $6,658,256 spent · pay $0 · grants $5,469,710 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,469,710 82.1%
Fees: other professional $1,070,641 16.1%
Taxes $69,681 1.0%
Fees: accounting $45,250 0.7%
Other expenses $2,974 0.0%
Total$6,658,256100%

View the filing

2020 · Form 990PF · $3,892,111 spent · pay $0 · grants $2,843,146 · events $1,386
LineAs describedTotalShare
Contributions, gifts, grants paid $2,843,146 73.0%
Fees: other professional $866,159 22.3%
Taxes $145,644 3.7%
Fees: accounting $31,850 0.8%
Other expenses $3,259 0.1%
Travel, conferences and meetings $1,386 0.0%
Fees: legal $667 0.0%
Total$3,892,111100%

View the filing

2019 · Form 990PF · $3,775,423 spent · pay $0 · grants $3,148,864 · events $8,454
LineAs describedTotalShare
Contributions, gifts, grants paid $3,148,864 83.4%
Fees: other professional $524,083 13.9%
Taxes $37,180 1.0%
Fees: accounting $36,907 1.0%
Fees: legal $16,813 0.4%
Travel, conferences and meetings $8,454 0.2%
Other expenses $3,122 0.1%
Total$3,775,423100%

View the filing

2018 · Form 990PF · $4,063,146 spent · pay $0 · grants $3,455,490 · events $10,844
LineAs describedTotalShare
Contributions, gifts, grants paid $3,455,490 85.0%
Fees: other professional $508,109 12.5%
Taxes $43,505 1.1%
Fees: accounting $41,976 1.0%
Travel, conferences and meetings $10,844 0.3%
Other expenses $3,222 0.1%
Total$4,063,146100%

View the filing

2017 · Form 990PF · $2,872,887 spent · pay $0 · grants $2,323,542 · events $4,920
LineAs describedTotalShare
Contributions, gifts, grants paid $2,323,542 80.9%
Fees: other professional $471,805 16.4%
Fees: accounting $34,694 1.2%
Taxes $34,443 1.2%
Travel, conferences and meetings $4,920 0.2%
Other expenses $3,483 0.1%
Total$2,872,887100%

View the filing

2016 · Form 990PF · $2,995,115 spent · pay $0 · grants $2,458,790 · events $1,342
LineAs describedTotalShare
Contributions, gifts, grants paid $2,458,790 82.1%
Fees: other professional $447,115 14.9%
Fees: accounting $62,166 2.1%
Taxes $21,796 0.7%
Other expenses $3,906 0.1%
Travel, conferences and meetings $1,342 0.0%
Total$2,995,115100%

View the filing

2015 · Form 990PF · $2,755,551 spent · pay $0 · grants $2,250,836 · events $4,727
LineAs describedTotalShare
Contributions, gifts, grants paid $2,250,836 81.7%
Fees: other professional $431,261 15.7%
Taxes $53,938 2.0%
Fees: accounting $10,714 0.4%
Travel, conferences and meetings $4,727 0.2%
Other expenses $4,075 0.1%
Total$2,755,551100%

View the filing

2014 · Form 990PF · $2,654,589 spent · pay $0 · grants $2,133,934 · events $6,731
LineAs describedTotalShare
Contributions, gifts, grants paid $2,133,934 80.4%
Fees: other professional $444,867 16.8%
Fees: accounting $32,151 1.2%
Taxes $31,806 1.2%
Travel, conferences and meetings $6,731 0.3%
Other expenses $5,100 0.2%
Total$2,654,589100%

View the filing

2013 · Form 990PF · $2,779,201 spent · pay $0 · grants $2,256,482 · events $5,431
LineAs describedTotalShare
Contributions, gifts, grants paid $2,256,482 81.2%
Fees: other professional $418,610 15.1%
Taxes $59,957 2.2%
Fees: accounting $31,784 1.1%
Other expenses $6,937 0.2%
Travel, conferences and meetings $5,431 0.2%
Total$2,779,201100%

View the filing

2012 · Form 990PF · $2,628,983 spent · pay $0 · grants $2,179,005 · events $12,681
LineAs describedTotalShare
Contributions, gifts, grants paid $2,179,005 82.9%
Fees: other professional $359,500 13.7%
Taxes $42,085 1.6%
Fees: accounting $30,197 1.1%
Travel, conferences and meetings $12,681 0.5%
Other expenses $5,515 0.2%
Total$2,628,983100%

View the filing

2011 · Form 990PF · $2,560,872 spent · pay $0 · grants $2,118,810 · events $12,074
LineAs describedTotalShare
Contributions, gifts, grants paid $2,118,810 82.7%
Fees: other professional $356,735 13.9%
Taxes $33,722 1.3%
Fees: accounting $32,768 1.3%
Travel, conferences and meetings $12,074 0.5%
Other expenses $6,763 0.3%
Total$2,560,872100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.