BOTHIN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOTHIN FOUNDATION (EIN 94-1196182)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-08
- IRS object ID
- 202432219349101468
- Schema version
- 2023v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases 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 | 2024-08-08T18:16:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 | 941196182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTHIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOTH | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEVON LAYCOX | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155166450 | PhoneNum |
| Signature | 2024-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LEE | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,569,751 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $160,568 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160,568 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $844,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $844,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,253,877 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,282,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,253,877 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $35,000 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $509 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $509 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,259,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,259,008 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,000 | TotalAdjNetIncmAmt |
| 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 | $704,969 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $234,438 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $416,411 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,021 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,500 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,050 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,362 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $773,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $252,509 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $424,273 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,985,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,020,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,758,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $252,509 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,444,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$499,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,006,499 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $189,861 | CashBOYAmt |
| Cash EOY | $237,884 | CashEOYAmt |
| Cash EOYFMV | $237,884 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $312,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $240,191 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $240,191 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $58,449 | AcctRcvblAmt |
| Acct Rcvbl BOY | $53,839 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $58,449 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $58,449 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,242 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $28,336,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,480,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,480,707 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,969,269 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,552,520 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,552,520 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $39,862,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,569,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,569,751 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $24,304 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,458 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $98,616 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $142,855 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $122,920 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $166,313 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,739,719 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,403,438 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,739,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,403,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,862,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,569,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,739,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$499,745 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,207,703 | OtherIncreasesAmt |
| Subtotal | $42,447,677 | SubtotalAmt |
| Other Decreases | $44,239 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,403,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAINS DIVIDENDS | P | 2023-01-01 | 2023-12-31 | $1,138 | $1,138 | $1,138 | |
| MARKETABLE SECURITIES | P | 2023-01-01 | 2023-12-31 | $5,281,499 | $1,252,739 | $1,252,739 | $4,028,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,253,877 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,890 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,890 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,890 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,558 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,558 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,668 | OverpaymentAmt |
| Applied To ES Tax | $13,668 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BOTHINFOUNDATION.ORG | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| DEVON LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LYMAN R CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KIMBERLY CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| HOLDEN LEE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 2.00 | $0 | $0 | $0 |
| KATE JOINER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 2.00 | $0 | $0 | $0 |
| LYMAN H CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| A MICHAEL CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICHOLAS LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CAROL PRINCE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BOE HAYWARD | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TESS REYNOLDS | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SASHA KOVRIGA | ||||||||
| 1661 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | FOUNDATION MANAGEMENT/ACCOUNTING | $514,902 |
| CORNERSTONE CAPITAL INC | |||||
| 200 HOMER AVENUE | PALO ALTO | CA | 94301 | INVESTMENT COUNSELING | $90,918 |
| BAKER STREET ADVISORS LLC | |||||
| 575 MARKET ST 6TH FLOOR | SAN FRANCISCO | CA | 94105 | INVESTMENT COUNSELING | $72,780 |
| 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 | $40,349,681 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $483,573 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,833,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,833,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $612,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,220,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,011,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,011,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,890 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,890 | TotalTaxAmt |
| Distributable Before Adj | $1,983,148 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,983,148 | DistributableBeforeDedAmt |
| Deduction From Distributable | $35,000 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,948,148 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,444,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,444,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,948,148 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,197 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $84,953 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,468 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $418,307 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $696,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,444,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,948,148 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $496,225 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,193,150 | 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 | $42,197 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,150,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $84,953 | ExcessFromYear3Amt |
| Excess From Year2 | $151,468 | ExcessFromYear2Amt |
| Excess From Year1 | $418,307 | ExcessFromYear1Amt |
| Excess From Current Year | $496,225 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIFFANY WOOD SENIOR PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABLE WORKS | |||||||
| 548 MARKET ST 74511 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | PURCHASE LAPTOPS AND HARDWARE FOR STAFF AND PROGRAM PARTICIPANTS | $29,300 | |
| AT THE CROSSROADS | |||||||
| 167 JESSIE STREET | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | PURCHASE ENHANCED IT EQUIPMENT FOR DIRECT SERVICE PROVIDERS | $25,000 | |
| AT THE CROSSROADS | |||||||
| 167 JESSIE STREET | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| BAY AREA SCORES | |||||||
| 530 DIVISADERO ST 741 | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | PURCHASE COMPUTERS FOR STAFF AND TABLETS FOR COACHES/POETRY TEACHERS | $44,700 | |
| BAY AREA VIDEO COALITION INC | |||||||
| 145 9TH ST 101 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | UPGRADE YOUTH AND EMERGING MEDIA MAKERS PROGRAM EQUIPMENT | $50,000 | |
| BOYS AND GIRLS CLUBS OF SAN FRANCISCO | |||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | PURCHASE A VAN TO PROVIDE SAFE TRANSPORTATION TO YOUTH | $50,000 | |
| BOYS AND GIRLS CLUBS OF SONOMA VALLEY | |||||||
| 100 W VERANO AVE | SONOMA | CA | 95476 | 501(C)(3) PUBLIC CHA | UPGRADE MAXWELL CLUBHOUSE DOORS AND SECURITY SYSTEM | $50,000 | |
| CANAL ALLIANCE | |||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | RENOVATE CANAL ALLIANCE'S NEW HEADQUARTERS AND EDUCATION BUILDING | $50,000 | |
| CENTER FOR INDEPENDENCE OF INDIVIDUALS WITH DISABILITIES | |||||||
| 2001 WINWARD WAY 103 | SAN MATEO | CA | 94404 | 501(C)(3) PUBLIC CHA | PURCHASE VEHICLE FOR TRANSPORTING DISABLED AND AGING CLIENTS | $40,000 | |
| CENTER FOR INDEPENDENCE OF INDIVIDUALS WITH DISABILITIES | |||||||
| 2001 WINWARD WAY 103 | SAN MATEO | CA | 94404 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| CENTER ON JUVENILE AND CRIMINAL JUSTICE | |||||||
| 424 GUERRERO STREET SUITE A | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | CAMEO BUILDING SAFETY REPAIRS | $40,000 | |
| CHRIST CHURCH UNITED METHODIST | |||||||
| 1717 YULUPA AVE | SANTA ROSA | CA | 95405 | 501(C)(3) PUBLIC CHA | CONSTRUCTION OF A NEW SHED FOR STORAGE AND REFRIGERATION FOR FOOD DISTRIBUTION AT ELISHA'S PANTRY | $50,000 | |
| CIRCUS CENTER | |||||||
| 755 FREDERICK ST | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | CIRCUS CENTER VAN | $50,000 | |
| CLIMATE RESILIENT COMMUNITIES | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | PURCHASE VAN TO TRANSPORT YOUTH FOR PROGRAMS | $50,000 | |
| CLIMATE RESILIENT COMMUNITIES | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | PURCHASE VAN TO TRANSPORT YOUTH FOR PROGRAMS | $5,000 | |
| COMMUNITY AWARENESS RESOURCES ENTITY (CARE) | |||||||
| 107 DAKOTA ST | SAN FRANCISCO | CA | 94107 | 501(C)(3) PUBLIC CHA | PURCHASE TRUCK TO PROVIDE COMMUNITY SUPPORT | $30,000 | |
| COMMUNITY WORKS WEST INC | |||||||
| 110 BROADWAY | OAKLAND | CA | 94607 | 501(C)(3) PUBLIC CHA | COMMUNITY WORKS RESTORATIVE HUB | $50,000 | |
| COPPERTOWER FAMILY MEDICAL CENTER INCORPORATED | |||||||
| 106 E 1ST ST 240 NORTH CLOVERDALE | CLOVERDALE | CA | 95425 | 501(C)(3) PUBLIC CHA | UPGRADE TECHNOLOGY FOR ELECTRONIC HEALTH RECORDS COMPATIBILITY | $49,300 | BLVD |
| CURRY SENIOR CENTER | |||||||
| 333 TURK STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | PURCHASE FURNITURE AND EQUIPMENT FOR THE NEW TECHNOLOGY AND WELLNESS HUB+ IN THE TENDERLOIN NEIGHBORHOOD. | $50,000 | |
| DEV MISSION | |||||||
| 360 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY FOR TWO COMPUTER LABS IN LOW-INCOME HOUSING DEVELOPMENTS | $40,300 | |
| EAST PALO ALTO YOUTH ARTS AND MUSIC CENTER | |||||||
| 1950 BAY ROAD | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | INSTALL EPACENTER LED SIGNAGE ON BAY ROAD | $20,000 | |
| EAST PALO ALTO YOUTH ARTS AND MUSIC CENTER | |||||||
| 1950 BAY ROAD | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| EDEN HOUSING RESIDENT SERVICES INC | |||||||
| 22645 GRAND ST | HAYWARD | CA | 94541 | 501(C)(3) PUBLIC CHA | PROVIDE FURNITURE AND SUPPLIES FOR COMMUNITY MEETING SPACES AT THE DEL NIDO AND QUAIL RUN PROPERTIES. | $4,800 | |
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | |||||||
| 1801 VICENTE STREET | SAN FRANCISCO | CA | 94116 | 501(C)(3) PUBLIC CHA | HONORARIUM | $5,000 | |
| EL CONCILIO OF SAN MATEO COUNTY | |||||||
| 3180 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | 501(C)(3) PUBLIC CHA | INSTALL A NEW ROOF AND WEATHER PROTECTION | $30,000 | |
| EL CONCILIO OF SAN MATEO COUNTY | |||||||
| 3180 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| ENRICHING LIVES THROUGH MUSIC | |||||||
| 2955 KERNER BLVD SUITE B | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | NEW, HIGH QUALITY INSTRUMENTS FOR MUSIC PROGRAM | $10,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY TO BE USED BY CHILDREN AND FAMILIES IN THE PORTOLA AND EXCELSIOR NEIGHBORHOODS IN SAN FRANCISCO | $35,000 | |
| FARM TO PANTRY | |||||||
| PO BOX 191 | HEALDSBURG | CA | 95448 | 501(C)(3) PUBLIC CHA | CONSTRUCT 20 PRODUCE CARTS FOR LOW-INCOME FAMILIES IN SONOMA COUNTY | $30,000 | |
| FRIENDS OF THE URBAN FOREST | |||||||
| 1007 GENERAL KENNEDY AVENUE SUITE 1 | SAN FRANCISCO | CA | 94129 | 501(C)(3) PUBLIC CHA | PURCHASE A CLEAN VAN FOR GREEN TEENS YOUTH PROGRAM | $39,000 | |
| HEALTHRIGHT 360 | |||||||
| 1563 MISSION STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PAINT AND REPAIR EXTERIOR OF WOMENS HOPE SF SHELTER | $50,000 | |
| HORIZONS UNLIMITED OF SAN FRANCISCO INC | |||||||
| 440 POTRERO AVE | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | PURCHASE EQUIPMENT TO EXPAND THE DJ PROJECT PROGRAM | $45,000 | |
| HUCKLEBERRY YOUTH PROGRAMS INC | |||||||
| 3450 GEARY BLVD SUITE 107 | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | PURCHASE A HYBRID MINIVAN | $48,000 | |
| JAPANESE COMMUNITY YOUTH COUNCIL | |||||||
| 2012 PINE STREET 3RD FLOOR | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | INSTALL NEW FLOORS IN THE MULTIPURPOSE ROOM | $15,000 | |
| JEFFERSON UNION HIGH SCHOOL DISTRICT | |||||||
| 699 SERRAMONTE BOULEVARD SUITE 100 | DALY CITY | CA | 94015 | 501(C)(3) PUBLIC CHA | PURCHASE A VAN FOR DALY CITY YOUTH CENTER, PROVIDING ACCESS TO YOUTH HEALTH SERVICES | $50,000 | |
| LA FAMILIA SANA | |||||||
| PO BOX 158 | CLOVERDALE | CA | 95425 | 501(C)(3) PUBLIC CHA | PROYECTO PA'LANTE | $10,000 | |
| LIFE LEARNING ACADEMY | |||||||
| 651 8TH STREET - TREASURE ISLAND | SAN FRANCISCO | CA | 94130 | 501(C)(3) PUBLIC CHA | INSTALL NEW ROOF | $50,000 | |
| LIFE STEPS FOUNDATION INC | |||||||
| 5757 W CENTURY BOULEVARD SUITE 880 | LOS ANGELES | CA | 90045 | 501(C)(3) PUBLIC CHA | LSF NORTHERN CALIFORNIA ADULT SERVICES: TECHNOLOGY | $19,000 | |
| LIFEHOUSE INC | |||||||
| 18 PROFESSIONAL CENTER PARKWAY | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | PURCHASE WHEELCHAIR-ACCESSIBLE VAN | $38,500 | |
| LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED | |||||||
| 1155 MARKET STREET FLOOR 10 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE CUSTOM BUNK BEDS FOR BLIND AND VISUALLY IMPAIRED CAMPERS AT ENCHANTED HILLS CAMP | $40,000 | |
| MOUNT ST JOSEPH-ST ELIZABETH | |||||||
| 100 MASONIC AVENUE | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | RENOVATE EPIPHANY CENTERS EARLY CHILDHOOD EDUCATION CENTER | $50,000 | |
| MUSIC IN SCHOOLS TODAY | |||||||
| 582 MARKET STREET SUITE 214 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | PURCHASE INSTRUMENTS FOR ADOPT AN INSTRUMENT PROGRAM | $30,000 | |
| NEW CONSERVATORY THEATRE CENTER | |||||||
| 25 VAN NESS AVENUE LL | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | REPLACING ITEMS AND DOING RENOVATIONS DUE TO FLOOD DAMAGE | $10,000 | |
| NEW CONSERVATORY THEATRE CENTER | |||||||
| 25 VAN NESS AVENUE LL | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | UPGRADE THEATRE FLOOR, AUDIO, SOUND & VIDEO FOR YOUTH PROGRAMS SUPPORT | $50,000 | |
| NORTH BEACH CITIZENS | |||||||
| 1034 KEARNY STREET | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | REPLACE FRONT DOOR | $12,550 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | 2022 MEMBERSHIP AND GRANT | $1,750 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | 2023 MEMBERSHIP AND GRANT | $3,250 | |
| PARTNERS AND ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS | |||||||
| 800 AIRPORT BLVD SUITE 320 | BURLINGAME | CA | 94010 | 501(C)(3) PUBLIC CHA | REMODEL TWO BATHROOMS AT CEDAR STREET HOUSE, A RESIDENCE FOR EIGHT ADULTS WITH DEVELOPMENTAL DISABILITIES | $40,000 | |
| PETALUMA RIVER PARK FOUNDATION INC | |||||||
| 101 H ST SUITE B | PETALUMA | CA | 94952 | 501(C)(3) PUBLIC CHA | PURCHASE AN ELECTRIC GOLF CART TO HELP COMMUNITY MEMBERS WITH DISABILITIES TO VISIT PETALUMA RIVER PARK | $10,000 | |
| PRC | |||||||
| 170 9TH STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | REPLACEMENT OF WATER LINE AT 170 9TH STREET | $18,750 | |
| PROJECT COMMOTION | |||||||
| 2095 HARRISON ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | REPLACE UNSAFE FLOORING | $20,000 | |
| RAPHAEL HOUSE OF SAN FRANCISCO INC | |||||||
| 1065 SUTTER STREET | SAN FRANCISCO | CA | 94109 | 501(C)(3) PUBLIC CHA | REPAIR RESIDENTIAL SHELTER ROOF | $50,000 | |
| SAN FRANCISCO CASA | |||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | PURCHASE FURNITURE AND EQUIPMENT FOR SFCASA'S NEW HEADQUARTERS | $50,000 | |
| SAN FRANCISCO CONSERVATORY OF MUSIC | |||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | BAM INSTRUMENT PURCHASE | $8,500 | |
| SAN FRANCISCO FILM SOCIETY | |||||||
| 455 9TH STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | EQUIPMENT UPGRADES FOR YOUTH FILMHOUSE RESIDENCY PROGRAM EXPANSION AT FILMHOUSE | $9,900 | |
| SANTA ROSA SYMPHONY ASSOCIATION | |||||||
| 50 SANTA ROSA AVENUE SUITE 410 | SANTA ROSA | CA | 95404 | 501(C)(3) PUBLIC CHA | PURCHASE INSTRUMENTS FOR YOUTH ORCHESTRA AND MUSIC EDUCATION PROGRAMS | $38,000 | |
| STANBRIDGE ACADEMY | |||||||
| 515 EAST POPLAR AVENUE | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL A SECURITY FENCE | $50,000 | |
| STREETCODE ACADEMY | |||||||
| PO BOX 51867 | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | PURCHASE A VEHICLE FOR ONYXX VILLAGE CONNECTION PROJCT, PROVIDING FOOD DISTRIBUTION TO HUNGRY PEOPLE ON THE PENINSULA | $50,000 | |
| STREETCODE ACADEMY | |||||||
| PO BOX 51867 | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| THE HEAL PROJECT | |||||||
| PO BOX 3051 | HALF MOON BAY | CA | 94019 | 501(C)(3) PUBLIC CHA | PURCHASE A CREW CABIN TRUCK TO TRANSPORT HIGH SCHOOL INTERNS AND FARM PRODUCE TO LOCAL FARMERS MARKETS | $37,500 | |
| THE SAN FRANCISCO PARTICULAR COUNCIL OF THE SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1175 HOWARD STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE ACCESS CONTROL SYSTEM FOR RILEY CENTER DOMESTIC VIOLENCE SHELTER | $10,000 | |
| THE SPAHR CENTER | |||||||
| 150 NELLEN AVE 100 | CORTE MADERA | CA | 94925 | 501(C)(3) PUBLIC CHA | PURCHASE VEHICLE FOR MOBILE HARM REDUCTION PROGRAM | $50,000 | |
| VIDA VERDE NATURE EDUCATION | |||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | 501(C)(3) PUBLIC CHA | EMERGENCY FLOOD RELIEF SUPPORT | $10,000 | |
| VOLUNTEERS IN MEDICINE - SAN FRANCISCO (CLINIC BY THE BAY) | |||||||
| 4877 MISSION STREET | SAN FRANCISCO | CA | 94112 | 501(C)(3) PUBLIC CHA | CLINIC BY THE BAY CAPITAL CAMPAIGN | $50,000 | |
| WOMEN'S RECOVERY SERVICES A UNIQUE PLACE | |||||||
| PO BOX 1356 | SANTA ROSA | CA | 95402 | 501(C)(3) PUBLIC CHA | CAPACITY BUILDING | $5,000 | |
| WOMEN'S RECOVERY SERVICES A UNIQUE PLACE | |||||||
| PO BOX 1356 | SANTA ROSA | CA | 95402 | 501(C)(3) PUBLIC CHA | RENOVATE EXTERIOR OF A HOUSE THAT SUPPORTS THE HEALING OF WOMEN IN RECOVERY | $37,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,020,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,568 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $844,054 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,253,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,259,008 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,259,008 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & US TREASURIES | BondNm |
| EOY Book Value | $11,552,520 | EOYBookValueAmt |
| EOYFMV | $11,552,520 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $30,480,707 | EOYBookValueAmt |
| EOYFMV | $30,480,707 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED LIABILITY | Desc |
| Amt | $44,239 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD CATERING | $622 | $0 | $622 |
| INSURANCE | $5,462 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $1,500 | $1,050 | $300 |
| WEBSITE MAINTENANCE | $6,800 | $0 | $5,440 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $509 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $509 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $509 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,207,703 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $98,616 | BOYBookValueAmt |
| EOY Book Value | $142,855 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $33,100 | $19,860 | $9,930 |
| BANK AND CUSTODY FEES | $70 | $70 | $0 |
| INVESTMENT MANAGER FEES | $163,698 | $163,698 | $0 |
| FOUNDATION MANAGEMENT FEES | $508,101 | $50,810 | $406,481 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $34,559 | $0 | $0 |
| OTHER TAXES | $220 | $0 | $0 |
| FOREIGN TAXES | $17,021 | $17,021 | $0 |