GIVE FORWARD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GIVE FORWARD FOUNDATION (EIN 82-3785197)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349105895
- Schema version
- 2023v5.0
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T21:40:40-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943145806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALIZE CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 JACKSON STREET FLOOR 2 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823785197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVE FORWARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIVE | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE BOYERS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | BOYERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK TOWNSEND | PreparerPersonNm |
| PTIN | P01503773 | PTIN |
| Phone | 4153625990 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,137,914 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,326,375 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $617,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $594,590 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,316,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,610,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,226,026 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,260,092 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,820,616 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $235,293 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $157,282 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $83,651 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,764 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,431 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $665 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,767 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,788 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $195,772 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,954 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $270,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $353,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,649,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,967,370 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,920,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $353,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,056,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,660,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,466,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,547,118 | CashBOYAmt |
| Cash EOY | $177,746 | CashEOYAmt |
| Cash EOYFMV | $177,746 | CashEOYFMVAmt |
| Acct Rcvbl | $153,700 | AcctRcvblAmt |
| Acct Rcvbl BOY | $165,115 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $153,700 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $153,700 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $27,976,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,806,468 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,806,468 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,689,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,137,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,137,914 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,636 | AccountsPayableBOYAmt |
| Grants Payable BOY | $7,317,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,000,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $10,639 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $35,168 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,334,775 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,035,168 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $22,354,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,102,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,354,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,102,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,689,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,137,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,354,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,660,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $408,523 | OtherIncreasesAmt |
| Subtotal | $15,102,746 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,102,746 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIXED INCOME SALES | P | 2023-12-31 | 2023-12-31 | $987,333 | $828,014 | $159,319 | $159,319 |
| ETF SALES | P | 2023-12-31 | 2023-12-31 | $8,549,725 | $7,455,149 | $1,094,576 | $1,094,576 |
| MUTUAL FUND SALES | P | 2023-12-31 | 2023-12-31 | $3,447,182 | $3,740,915 | -$293,733 | -$293,733 |
| MUTUAL FUND SALES - BLACKSTONE REAL ESTATE INCOME | P | 2012-01-23 | 2023-12-31 | $1,236,117 | $985,418 | $250,699 | $250,699 |
| FIXED INCOME SALES | P | 2023-12-31 | 2023-12-31 | $10,000 | $9,645 | $355 | $355 |
| GOV'T SECURITIES SALES | P | 2023-12-31 | 2023-12-31 | $300,634 | $283,971 | $16,663 | $16,663 |
| CAPITAL GAIN DIVIDENDS | P | 2023-12-31 | 2023-12-31 | $79,263 | $72,360 | $6,903 | $6,903 |
| CAPITAL GAIN ADJUSTMENT | P | 2023-12-31 | 2023-12-31 | $8,756 | -$8,756 | -$8,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,226,026 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,390 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,390 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,663 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,663 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $273 | OverpaymentAmt |
| Applied To ES Tax | $273 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE BOYERS | ||||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | CEO | 1.00 | $0 | $0 | $0 |
| BARBARA SULLIVAN | ||||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| JULIE MIKUTA | ||||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | BOARD MEMBER AND AUDIT CHA | 1.00 | $0 | $0 | $0 |
| CRISTINE DEBERRY | ||||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 555 CALIFORNIA STREET 14TH FL | SAN FRANCISCO | CA | 94104 | INVESTMENT MGMT FEE | $143,516 |
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | FOUNDATION MANAGEMENT FEES | $78,301 |
| 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 | $26,589,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $723,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,312,581 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,312,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $409,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,902,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,345,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,345,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,390 | TotalTaxAmt |
| Distributable Before Adj | $1,324,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,324,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,324,755 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,056,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,056,742 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,324,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $196,690 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,261,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,355,092 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,919,493 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,003,974 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,736,778 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,056,742 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,324,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,731,987 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,468,765 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $196,690 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,272,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,261,529 | ExcessFromYear4Amt |
| Excess From Year3 | $3,355,092 | ExcessFromYear3Amt |
| Excess From Year2 | $3,919,493 | ExcessFromYear2Amt |
| Excess From Year1 | $6,003,974 | ExcessFromYear1Amt |
| Excess From Current Year | $7,731,987 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALDER GRADUATE SCHOOL OF EDUCATION | ||||||||
| 2946 BROADWAY STREET SUITE B | REDWOOD CITY | CA | 94062 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| ALEXANDER TWILIGHT ACADEMY | ||||||||
| 195 W NEWTON ST UNIT 2 | BOSTON | MA | 02116 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ALL FIVE | ||||||||
| 1391 CHILCO STREET | MENLO PARK | CA | 94025 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BAY EDUCATION FUND | ||||||||
| 2730 BRYANT STREET SECOND FLOOR | SAN FRANCISCO | CA | 94110 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $652,174 | |
| BAY EDUCATION FUND | ||||||||
| 2730 BRYANT STREET SECOND FLOOR | SAN FRANCISCO | CA | 94110 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $1,108,696 | |
| BOA FOUNDATION INC | ||||||||
| 5232 MARMOL DR | LOS ANGELES | CA | 91364 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| BOYS & GIRLS CLUBS OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| BOYS & GIRLS CLUBS OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | N/A | PC | YOUTH OF THE YEAR | $1,000 | |
| BRAVEN INC | ||||||||
| 100 N LASALLE STREET SUITE 310 | CHICAGO | IL | 60602 | N/A | PC | FOR BAY AREA PROGRAMMING | $100,000 | |
| CALLING ALL CROWS | ||||||||
| PO BOX 740024 | ARVADA | CO | 80006 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CHILD MIND INSTITUTE INC | ||||||||
| 101 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | TO SUPPORT THE 2023 FALL LUNCHEON | $10,000 | |
| CIRCUIT EPA | ||||||||
| 2120 EUCLID AVE | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CIVIC NEWS COMPANY | ||||||||
| 450 7TH AVENUE 32ND FLOOR | NEW YORK | NY | 10123 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COASTSIDE HOPE | ||||||||
| PO BOX 1089 | EL GRANADA | CA | 94018 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| COMMON SENSE MEDIA | ||||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO | ||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| DETENTION WATCH NETWORK | ||||||||
| 1730 RHODE ISLAND AVE NW SUITE 707 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| DIGITAL PROMISE GLOBAL | ||||||||
| 1001 CONNECTICUT AVE NW SUITE 935 | WASHINGTON | DC | 20036 | N/A | PC | BLENDED LEARNING PILOT IN HAITI | $25,000 | |
| EDSOURCE | ||||||||
| 436 14TH ST SUITE 1005 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| EDUCATION LEADERS OF COLOR | ||||||||
| 3680 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | N/A | PC | FOR THE CHARITABLE PURPOSES OF RECONSTRUCTION TO SUPPORT SCHOLARSHIPS AND THEIR FELLOWSHIP PROGRAM FOR BLACK CURRICULUM WRITERS | $150,000 | |
| EDUCATION RESOURCE STRATEGIES INC | ||||||||
| 480 PLEASANT ST SUITE C200 | WATERTOWN | MA | 02472 | N/A | PC | COALITION TO REIMAGINE THE TEACHING ROLE | $150,000 | |
| EDUCATORS FOR EXCELLENCE | ||||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION | ||||||||
| 455 CAPITOL MALL SUITE 600 | SACRAMENTO | CA | 95814 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| EDWARD CHARLES FOUNDATION | ||||||||
| 269 SOUTH BEVERLY DRIVE 338 | BEVERLY HILLS | CA | 90212 | N/A | PC | FOR THE CHARITABLE PURPOSES OF TEACHSTART FOR GENERAL OPERATING SUPPORT TOWARD ASSISTING IN EDUCATION OF THE PUBLIC | $100,000 | |
| FAITH IN ACTION BAY AREA | ||||||||
| 1780 BROADWAY | REDWOOD CITY | CA | 94063 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | ||||||||
| PO BOX 2178 | PETALUMA | CA | 94953 | N/A | PC | MEMBERSHIP | $2,500 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | HALF FOR GENERAL OPERATING SUPPORT AND HALF TO SUPPORT THE CRISP COLLABORATIVE FOR WORK THROUGH JUNE 2025 | $200,000 | |
| IMMIGRATION INSTITUTE OF THE BAY AREA (IIBA) | ||||||||
| 58 2ND ST - THIRD FLOOR | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| INSTRUCTION PARTNERS | ||||||||
| 604 GALLATIN AVENUE SUITE 202 | NASHVILLE | TN | 37206 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| KQED INC | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LA RAZA CENTRO LEGAL - SAN FRANCISCO | ||||||||
| 474 VALENCIA STREET SUITE 295 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LATINOS FOR EDUCATION INC | ||||||||
| 177 HUNTINGTON AVE SUITE 1703 PMB | BOSTON | MA | 02115 | N/A | PC | BAY AREA EXPANSION | $100,000 | 91135 |
| LEADING EDUCATORS INC | ||||||||
| 3014 DAUPHINE ST STE L | NEW ORLEANS | LA | 70117 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| LEGAL AID SOCIETY OF SAN MATEO COUNTY | ||||||||
| SOBRATO CENTER FOR NONPROFITS 330 | REDWOOD CITY | CA | 94065 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | TWIN DOLPHIN DRIVE SUITE 123 |
| MENLO-ATHERTON HIGH SCHOOL | ||||||||
| 555 MIDDLEFIELD RD | ATHERTON | CA | 94027 | N/A | GOVT | COMPUTER ACADEMY SCHOLARSHIP | $1,000 | |
| NATIONAL CENTER FOR YOUTH LAW | ||||||||
| 1212 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW LEADERS | ||||||||
| 101 W 23RD ST 300 | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| NEW SCHOOLS FUND | ||||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| NEW TEACHER CENTER | ||||||||
| 1205 PACIFIC AVENUE SUITE 301 | SANTA CRUZ | CA | 95060 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| NEW VENTURE FUND | ||||||||
| 1828 L STREET NW SUITE 300-A | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT FOR THE CHARITABLE PURPOSES OF CAMPAIGN FOR OUR SHARED FUTURE COSF | $25,000 | |
| NEW VENTURE FUND | ||||||||
| 1828 L STREET NW SUITE 300-A | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT FOR THE CHARITABLE PURPOSES OF CAMPAIGN FOR OUR SHARED FUTURE COSF | $20,000 | |
| NOTICEABILITY INC | ||||||||
| PO BOX 380617 | CAMBRIDGE | MA | 02238 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OAKLAND REACH | ||||||||
| 333 HEGENBERGER ROAD | OAKLAND | CA | 94621 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PANGEA LEGAL SERVICES | ||||||||
| 391 SUTTER ST SUITE 500 | SAN FRANCISCO | CA | 94108 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PUBLIC IMPACT LLC | ||||||||
| 405 EAST MAIN STREET SUITE A | CARRBORO | NC | 27510 | N/A | NC | FOR THE CHARITABLE PURPOSE OF EXPANDING THE OPPORTUNITY CULTURE WORK TO CALIFORNIA | $200,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | 2023 SPRING EVENT SPONSORSHIP | $5,000 | |
| REACH INSTITUTE FOR SCHOOL LEADERSHIP | ||||||||
| 1221 PRESERVATION PARK WAY SUITE | OAKLAND | CA | 94612 | N/A | PC | TO SUPPORT THE CHARITABLE WORK OF AMBITION ANGELS | $100,000 | 100 |
| SACRED HEART SCHOOLS ATHERTON | ||||||||
| 150 VALPARAISO AVE | MENLO PARK | CA | 94025 | N/A | GROUP | ANNUAL FUND | $15,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | N/A | PC | FOR THE CAPITAL CAMPAIGN THAT WAS LAUNCHED IN 2021 | $10,000 | |
| SERVICES & IMMIGRANT RIGHTS AND EDUCATION NETWORK | ||||||||
| 1769 PARK AVENUE SUITE 200 | SAN JOSE | CA | 95126 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SILICON SCHOOLS FUND | ||||||||
| 827 BROADWAY SUITE 300 | OAKLAND | CA | 94607 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| SOBRATO EARLY ACADEMIC LANGUAGE PROGRAM | ||||||||
| 521 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| SOCIAL JUSTICE COLLABORATIVE | ||||||||
| 1832 2ND STREET | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| STREETCODE ACADEMY | ||||||||
| PO BOX 51867 | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SUGAR BOWL SKI TEAM & ACADEMY | ||||||||
| PO BOX 68 | NORDEN | CA | 95724 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SUGAR BOWL SKI TEAM & ACADEMY | ||||||||
| PO BOX 68 | NORDEN | CA | 95724 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TEACH FOR ALL INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| TEACH FOR AMERICA INC | ||||||||
| PO BOX 398296 | SAN FRANCISCO | CA | 94139 | MICHELLE BOYERS, CEO, IS AN ADVISORY BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| TEACH FOR AMERICA INC | ||||||||
| PO BOX 398296 | SAN FRANCISCO | CA | 94139 | MICHELLE BOYERS, CEO, IS AN ADVISORY BOARD MEMBER | PC | TO SUPPORT THE 2023 ANNUAL DINNER | $25,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | N/A | PC | GENERAL OPERATING SUPPORT - TFA MASSACHUSETTS | $10,000 | |
| TEACH PLUS INCORPORATED | ||||||||
| ONE BEACON STREET 15TH FLOOR SUITE | BOSTON | MA | 02108 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | 500 |
| THE CHESHIRE PROJECT | ||||||||
| 950 ZENO ROAD | LINCOLN | VT | 05443 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE CHESHIRE PROJECT | ||||||||
| 950 ZENO ROAD | LINCOLN | VT | 05443 | N/A | PC | CAPITAL CAMPAIGN | $15,000 | |
| TIPPING POINT COMMUNITY | ||||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $271,000 | |
| WEST CHOP COMMUNITY FUND INC | ||||||||
| PO BOX 2009 | VINEYARD HAVEN | MA | 02568 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WOODSIDE SCHOOL FOUNDATION | ||||||||
| 3195 WOODSIDE ROAD | WOODSIDE | CA | 94062 | N/A | PC | ANNUAL FUND | $25,000 | |
| YWCA NORTH CENTRAL INDIANA | ||||||||
| 1102 FELLOWS STREET | SOUTH BEND | IN | 46601 | N/A | PC | FOR THE RUN JANE RUN EVENT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,967,370 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALDER GRADUATE SCHOOL OF EDUCATION | ||||||||
| 2946 BROADWAY STREET SUITE B | REDWOOD CITY | CA | 94062 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| ALEXANDER TWILIGHT ACADEMY | ||||||||
| 195 W NEWTON ST UNIT 2 | BOSTON | MA | 02116 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| ALL FIVE | ||||||||
| 1391 CHILCO STREET | MENLO PARK | CA | 94025 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ASU FOUNDATION | ||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | N/A | PC | GENERAL OPERATING SUPPORT FOR NEXT EDUCATION WORKFORCE AT ASU'S MARY LOU FULTON TEACHERS COLLEGE | $750,000 | |
| BOYS & GIRLS CLUBS OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| BRAVEN | ||||||||
| 100 N LASALLE STREET SUITE 310 | CHICAGO | IL | 60602 | N/A | PC | FOR BAY AREA PROGRAMMING | $100,000 | |
| COASTSIDE HOPE | ||||||||
| PO BOX 1089 | EL GRANADA | CA | 94018 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO | ||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| EDUCATORS FOR EXCELLENCE | ||||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| EDUCATORS FOR EXCELLENCE | ||||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $750,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | HALF FOR GENERAL OPERATING SUPPORT AND HALF TO SUPPORT THE CRISP COLLABORATIVE | $400,000 | |
| IMMIGRATION INSTITUTE OF THE BAY AREA | ||||||||
| 58 2ND ST - THIRD FLOOR | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| INNOVATE PUBLIC SCHOOLS | ||||||||
| 1400 PARKMOOR AVE STE 240 | SAN JOSE | CA | 95126 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| INSTRUCTION PARTNERS | ||||||||
| 604 GALLATIN AVENUE SUITE 202 | NASHVILLE | TN | 37206 | N/A | PC | GENERAL OPERATING SUPPORT | $750,000 | |
| LA RAZA CENTRO LEGAL | ||||||||
| 474 VALENCIA STREET SUITE 295 | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| LATINOS FOR EDUCATION | ||||||||
| 177 HUNTINGTON AVE SUITE 1703 PMB | BOSTON | MA | 02115 | N/A | PC | BAY AREA EXPANSION | $200,000 | 91135 |
| LEADING EDUCATORS | ||||||||
| 3014 DAUPHINE ST STE L | NEW ORLEANS | LA | 70117 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $750,000 | |
| LEGAL AID SOCIETY OF SAN MATEO COUNTY | ||||||||
| SOBRATO CENTER FOR NONPROFITS 330 | REDWOOD CITY | CA | 94065 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | TWIN DOLPHIN DRIVE SUITE 123 |
| NATIONAL CENTER FOR YOUTH LAW | ||||||||
| 1212 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NEW LEADERS INC | ||||||||
| 101 W 23RD ST 300 | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $750,000 | |
| NEW SCHOOLS FUND | ||||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | MICHELLE BOYERS, CEO, IS A BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| NEW TEACHER CENTER | ||||||||
| PO BOX 80759 | CITY OF INDUSTRY | CA | 91716 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| PANGEA LEGAL SERVICES | ||||||||
| 391 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| POLICY INNOVATORS IN EDUCATION NETWORK | ||||||||
| 5123 W 98TH ST 1209 | MINNEAPOLIS | MN | 55437 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | N/A | PC | FOR THE CAPITAL CAMPAIGN THAT WAS LAUNCHED IN 2021 | $40,000 | |
| SILICON SCHOOLS FUND | ||||||||
| 827 BROADWAY SUITE 300 | OAKLAND | CA | 94607 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| SOBRATO EARLY ACADEMIC LANGUAGE PROGRAM | ||||||||
| 521 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| SOCIAL JUSTICE COLLABORATIVE | ||||||||
| 1832 2ND STREET | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| TEACH FOR ALL INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| TEACH FOR AMERICA - BAY AREA | ||||||||
| PO BOX 745908 | LOS ANGELES | CA | 90074 | MICHELLE BOYERS, CEO, IS AN ADVISORY BOARD MEMBER | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| THE CHESHIRE PROJECT | ||||||||
| 950 ZENO ROAD | LINCOLN | VT | 05443 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| WEST CHOP COMMUNITY FUND | ||||||||
| PO BOX 2009 | VINEYARD HAVEN | MA | 02568 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $617,475 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,316,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,933,717 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,933,717 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | BRADLEY GERSTNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH ST 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,326,375 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6645 SHARES OF SNOWFLAKE INC | NoncashPropertyDesc |
| Fair Market Value | $1,326,375 | FairMarketValueAmt |
| Received | 2023-12-19 | ReceivedDt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC IMPACT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 EAST MAIN STREET SUITE A | AddressLine1Txt |
| City | CARRBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-05-12 | GrantDt |
| Grant | $200,000 | GrantAmt |
| Purpose Of Grant | FOR THE CHARITABLE PURPOSE OF EXPANDING THE OPPORTUNITY CULTURE WORK TO CALIFORNIA | PurposeOfGrantTxt |
| Expended By Grantee | $200,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 4/22/2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | NO ACTION OR CHANGES | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY EQUITIES- #8357, #9108, #8491, #9380, #9668, #9669 | AT COST | $19,456,744 | $19,456,744 |
| ALTIMETER | AT COST | $3,047,985 | $3,047,985 |
| FIREWORK V. LP | AT COST | $1,301,739 | $1,301,739 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $25 | $0 | $0 |
| PROCESSING FEES | $116 | $17 | $99 |
| DUES AND SUBSCRIPTIONS | $2,647 | $794 | $1,855 |
| LOSS FROM K-1 ALTIMETER GROWTH PARTNERS FUND VI LP | $0 | $168,988 | $0 |
| LOSS FROM K-1 FIREWORK VENTURES LP | $0 | $25,973 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK / TAX DIFFERENCE - UNREALIZED GAIN/LOSS | Desc |
| Amt | $408,523 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $10,639 | BOYBookValueAmt |
| EOY Book Value | $35,168 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $143,516 | $143,516 | $0 |
| FOUNDATION MANAGEMENT FEES | $78,301 | $11,745 | $66,556 |
| AUDIT & TAX PREPARATION FEES | $13,476 | $2,021 | $11,454 |
| OTHER PROFESSIONAL FEES | $0 | $0 | $5,641 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BRAD GERSTNER | |||
| ONE INTERNATIONAL PLACE SUITE 4610 | BOSTON | MA | 02110 |
| MICHELLE M BOYERS | |||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $3,234 | $0 | $0 |
| DEFERRED FEDERAL TAXES | $24,530 | $0 | $0 |
| PAYROLL TAX | $0 | $0 | $0 |