JOHN PRITZKER FAMILY FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN PRITZKER FAMILY FUND (EIN 30-0039815)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349103225
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:50:18-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Advisory Group LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | 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 | 300039815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN GREENE | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6503654646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DRIVE SUITE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Pritzker | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6503654646 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S GOLDSTEIN | PreparerPersonNm |
| PTIN | P01252695 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,808,085 | 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 | $17,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $176,547 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $176,547 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,195 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $832 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $832 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,757,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $264,885 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $496,032 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $493,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $94,383 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $95,027 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,056 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,056 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,620 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,017 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $280,525 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $280,525 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,563 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,209 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,318 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $32,593 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,669 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $975,710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $951,103 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,604,317 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,565,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,580,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,516,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $177,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $241,170 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,662,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,707,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,707,279 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $36,581 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $27,962 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $27,962 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $125,937 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,107 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,032 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,540 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,728 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,128 | LandBOYAmt |
| Land EOY | $2,812 | LandEOYAmt |
| Land EOYFMV | $2,812 | LandEOYFMVAmt |
| Total Assets BOY | $7,830,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,831,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,808,085 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $229,989 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $26,528,183 | GrantsPayableBOYAmt |
| Grants Payable EOY | $22,567,499 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $17,739 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,629 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,775,911 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,599,128 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$18,945,631 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$18,767,968 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$18,945,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$18,767,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,830,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,831,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$18,945,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $177,663 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$18,767,968 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$18,767,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FARALLON CAPITAL INSTITUTIONAL PARTNERS | PropertyDesc |
| Cost Or Other Basis | $7,195 | CostOrOtherBasisAmt |
| Gain Or Loss | -$7,195 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$7,195 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,195 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,352 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,352 | SubtotalAmt |
| Tax Based On Investment Income | $3,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,546 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $22,546 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,194 | OverpaymentAmt |
| Applied To ES Tax | $19,194 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.jpfamilyfund.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GREENE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156945823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LETTERMAN DR BLDG A SUITE A4- | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN A PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | CHAIRMAN | 5.0 | $0 | $0 | $0 |
| NOAH STONE PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | DIRECTOR, Audit Committee MBR | 1.0 | $0 | $0 | $0 |
| JOHN GREENE | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | TREASURER, CFO | 5.0 | $0 | $0 | $0 |
| SAMUEL PRITZKER | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | DIRECTOR, Audit Committee MBR | 1.0 | $0 | $0 | $0 |
| AMY RABBINO | ||||||||
| THREE LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | EXECUTIVE DIRECTOR, SECRETARY | 40.0 | $496,032 | $94,383 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THIRD PLATEAU SOCIAL IMPACT STRATEGIES | |||||
| 209 KEARNY STREET 3RD FLOOR | SAN FRANCISCO | CA | 94108 | CONSULTING | $280,525 |
| SEILER LLP | |||||
| THREE LAGOON DR STE 400 | REDWOOD CITY | CA | 94065 | AUDIT & TAX SERVICES | $74,035 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,270,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $87,297 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,357,414 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,357,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,262,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,352 | TotalTaxAmt |
| Distributable Before Adj | $309,751 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $309,751 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $309,751 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,516,104 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $21,516,104 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $309,751 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,740,418 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,301,354 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,347,854 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,700,795 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,106,831 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $106,197,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,516,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $309,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,206,353 | RemainingDistriFromCorpusAmt |
| Total Corpus | $127,403,605 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,740,418 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $110,663,187 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,301,354 | ExcessFromYear4Amt |
| Excess From Year3 | $26,347,854 | ExcessFromYear3Amt |
| Excess From Year2 | $15,700,795 | ExcessFromYear2Amt |
| Excess From Year1 | $24,106,831 | ExcessFromYear1Amt |
| Excess From Current Year | $21,206,353 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A More Perfect Union Tides Center | |||||||
| PO Box 889385 | Los Angeles | CA | 900889385 | NONE | PC | General Operating Support | $25,000 |
| American Jewish Joint Distribution Committee Inc | |||||||
| PO Box 4124 | New York | NY | 10163 | NONE | PC | Winter Relief in Ukraine | $1,000,000 |
| American Jewish World Service Inc | |||||||
| 45 W 36th Street 11th Floor | New York | NY | 100187641 | NONE | PC | 2023 General Operating Support | $25,000 |
| Anti-Defamation League | |||||||
| 605 3rd Avenue 10th Floor | New York | NY | 10158 | NONE | PC | National Programs Addressing Extremism; Central Pa | $300,000 |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | NONE | PC | General Operating Support Pacific Office | $50,000 |
| Booker T Washington Community Service Center | |||||||
| 800 Presidio Ave | San Francisco | CA | 94115 | NONE | PC | General Operating Support | $125,000 |
| Bring Change to Mind (BC2M) | |||||||
| 155 Sansome Street Suite Number 53 | San Francisco | CA | 94104 | NONE | PC | General Operating Support | $250,000 |
| Brooklyn Public Library | |||||||
| 10 Grand Army Plaza | Brooklyn | NY | 11238 | NONE | PC | Books Unbanned Program | $10,000 |
| California College of the Arts | |||||||
| Advancement Office 1111 Eighth Str | San Francisco | CA | 941079728 | NONE | PC | Capital Campaign and CCA Gala | $65,000 |
| CalMatters | |||||||
| 1017 L Street Suite 261 | Sacramento | CA | 95814 | NONE | PC | General Operating Support | $25,000 |
| Camp Ramah in Northern California | |||||||
| 969-G Edgewater Boulevard Suite 80 | Foster City | CA | 94404 | NONE | PC | 2023 General Operating Support | $25,000 |
| Camp Tawonga Jewish Community Corporation | |||||||
| 131 Steuart Street Suite 460 | San Francisco | CA | 94105 | NONE | PC | 2023 General Operating Support | $25,000 |
| Center for Reproductive Rights | |||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | NONE | PC | General Operating Support | $25,000 |
| Chinati Foundation | |||||||
| PO Box 1135 1 Cavalry Row | Marfa | TX | 79843 | NONE | PC | In Honor of Gabriel Catone | $25,000 |
| Chronicle Season of Sharing Fund | |||||||
| PO Box 7844 | San Francisco | CA | 941207844 | NONE | PC | 2023-2024 Campaign Winnarainbow | $100,000 |
| Civic Center Community Benefit District Inc | |||||||
| 1083 Market Street Suite 213 | San Francisco | CA | 94102 | NONE | PC | United Nations Plaza Programming | $10,000 |
| Clean Air Task Force | |||||||
| 114 State Street 6th Floor | Boston | MA | 02109 | NONE | PC | General Operating Support | $400,000 |
| Columbia University | |||||||
| Hogan Hall Leval A | New York | NY | 10025 | NONE | PC | Columbia College Financial Aid Fund | $25,000 |
| Congregation Emanu-El | |||||||
| 2 Lake Street | San Francisco | CA | 94118 | NONE | PC | Building and Capital Improvement; Young Adult Fund Endowment; Building Costs and Emanu-El Endowment Fund | $250,000 |
| Congregation Emanu-El | |||||||
| 2 Lake Street | San Francisco | CA | 94118 | NONE | PC | Young Adult Program and General Operating Support | $100,000 |
| Congregation Emanu-El | |||||||
| 2 Lake Street | San Francisco | CA | 94118 | NONE | PC | Emanu-El Next Capital Campaign | $200,000 |
| Corporation of the Fine Arts Museums | |||||||
| Golden Gate Park 50 Hagiwara Tea G | San Francisco | CA | 94118 | NONE | PC | Museums of Tomorrow Roundtable | $50,000 |
| Corporation of the Fine Arts Museums | |||||||
| Golden Gate Park 50 Hagiwara Tea G | San Francisco | CA | 94118 | NONE | PC | Patron's Circle Membership | $10,000 |
| Golden Gate National Parks Conservancy | |||||||
| 201 Fort Mason | San Francisco | CA | 94123 | NONE | PC | 2024 Trustee Fund Fund Endowment; Building Costs and Emanu-El Endowment Fund | $10,000 |
| Greenlight Clinic | |||||||
| 336 Bon Air Center Suite 511 | Greenbrae | CA | 94904 | NONE | PC | General Operating Support | $7,500 |
| GreenLight Fund | |||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | NONE | PC | Bay Area Fund, Fund III | $25,000 |
| Harold Grinspoon Foundation | |||||||
| 67 Hunt Street Suite 100 | Agawam | MA | 01001 | NONE | PC | PJ Library | $10,000 |
| Hawai'i Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | NONE | PC | Maui Strong | $25,000 |
| HIAS (formerly Hebrew Immigrant Aid Society) | |||||||
| PO Box 97077 | Washington | DC | 20090 | NONE | PC | Humanitarian Relief in Ukraine | $100,000 |
| Honeymoon Israel Foundation Inc | |||||||
| 2406 Mount Vernon Road Suite 130 | Atlanta | GA | 30338 | NONE | PC | Bay Area Program | $62,500 |
| Hopewell Fund | |||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | NONE | PC | EarlyJ Preschool Security Program | $25,000 |
| IsraAID (US) Global Humanitarian Assistance Inc | |||||||
| PO Box 61227 | Palo Alto | CA | 94036 | NONE | PC | Emergency Relief in Israel | $50,000 |
| J the Jewish News of Northern California | |||||||
| PO Box 192604 | San Francisco | CA | 941192604 | NONE | PC | General Operating Support | $10,000 |
| Jewish Community Center of San Francisco | |||||||
| 3200 California Street | San Francisco | CA | 94118 | NONE | PC | Power in Partnership Grant | $50,000 |
| Jewish Community Center of San Francisco | |||||||
| 3200 California Street | San Francisco | CA | 94118 | NONE | PC | General Operating Support | $100,000 |
| Jewish Community Center of San Francisco | |||||||
| 3200 California Street | San Francisco | CA | 94118 | NONE | PC | EarlyJ Preschool Security Program | $75,000 |
| Jewish Community Center of the East Bay | |||||||
| 1414 Walnut Street | Berkeley | CA | 94709 | NONE | PC | Power in Partnership Grant | $25,000 |
| Jewish Community Center Sonoma County | |||||||
| 3421 Bonita Vista Lane | Santa Rosa | CA | 95404 | NONE | PC | General Operating Support | $10,000 |
| Jewish Community Federation & Endowment Fund | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Support for A. Rabbino Donor Advised Fund (#1143) | $20,000 |
| Jewish Community Federation & Endowment Fund | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Israel Portfolio | $50,000 |
| Jewish Community Federation & Endowment Fund | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | LiveSecure: Northern California | $100,000 |
| Jewish Community Federation & Endowment Fund | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Transformation Fund | $333,334 |
| Jewish Community Federation & Endowment Fund | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Israel Emergency Campaign | $1,000,000 |
| Jewish Community Federation & Endowment Fund | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Daniel Levine Cook Scholarship Fund | $5,000 |
| Jewish Community Relations Council | |||||||
| 121 Steuart Street Suite 301 | San Francisco | CA | 94105 | NONE | PC | General Operating Support | $250,000 |
| Jewish Community Relations Council | |||||||
| 121 Steuart Street Suite 301 | San Francisco | CA | 94105 | NONE | PC | Jewish Coalition for Literacy | $25,000 |
| Jewish Community Relations Council | |||||||
| 121 Steuart Street Suite 301 | San Francisco | CA | 94105 | NONE | PC | Current Emergency Needs | $100,000 |
| Jewish Film Institute | |||||||
| 145 9th Street Suite 200 | San Francisco | CA | 94103 | NONE | PC | General Operating Support | $25,000 |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | NONE | PC | CANVAS | $25,000 |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | NONE | PC | 2023 Membership & Sponsorship of JFN West Convening | $12,500 |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | NONE | PC | New Narratives for Educating about Israel Initiative | $250,000 |
| Jewish Silicon Valley (AKA Addison-Penzak Jewish) | |||||||
| 14855 Oka Road Suite 201 | Los Gatos | CA | 95032 | NONE | PC | Power in Partnership Grant | $25,000 |
| Jewish Vocational Service | |||||||
| PMB 37733 | San Francisco | CA | 94104 | NONE | PC | General Operating Support | $75,000 |
| KQED Inc | |||||||
| 2601 Mariposa Street | San Francisco | CA | 941101426 | NONE | PC | Campaign 21 (Capital Project) | $200,000 |
| KQED Inc | |||||||
| 2601 Mariposa Street | San Francisco | CA | 941101426 | NONE | PC | General Operating Support | $50,000 |
| Larkin Street Youth Services | |||||||
| 134 Golden Gate Avenue | San Francisco | CA | 94102 | NONE | PC | General Operating Support | $5,000 |
| Menlo College | |||||||
| 1000 El Camino Real | Atherton | CA | 940274300 | NONE | PC | Center for Public Speaking | $500,000 |
| Mind Share Partners | |||||||
| 201 Spear Street Suite 1100 | San Francisco | CA | 94105 | NONE | PC | General Operating Support | $75,000 |
| Moishe House | |||||||
| Leichtag Commons 441 Saxony Road | Encinitas | CA | 92024 | NONE | PC | General Operating Support | $25,000 |
| More in Common Inc | |||||||
| 115 Broadway 7th Floor | New York | NY | 10006 | NONE | PC | Democracy Communications Collaborative | $250,000 |
| Mount Tamalpais College | |||||||
| PO Box 492 | San Quentin | CA | 94964 | NONE | PC | General Operating Support | $10,000 |
| Narrative 4 Inc | |||||||
| 1178 Broadway 3rd Floor | New York | NY | 10001 | NONE | PC | General Operating Support | $25,000 |
| Neighbors for a Better San Francisco | |||||||
| 465 California Street Suite 425 | San Francisco | CA | 94104 | NONE | PC | General Operating Support | $82,500 |
| New York Historical Society | |||||||
| 170 Central Park West | New York | NY | 10024 | NONE | PC | In honor of Agnes Hsu-Tang | $10,000 |
| New York Historical Society | |||||||
| 170 Central Park West | New York | NY | 10024 | NONE | PC | Capital Grant in Honor of Agnes Hsu-Tang and Oscar Tang | $100,000 |
| NLI USA INC | |||||||
| 25 West 45th Street Suite 504 | New York | NY | 10036 | NONE | PC | National Photography Collection (Capital Project); National Photography Collection | $500,000 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | NONE | PC | 2023 Membership | $15,000 |
| One America Movement | |||||||
| 4450 Mitchellville Road 1021 | Bowie | MD | 20716 | NONE | PC | General Operating Support | $50,000 |
| Osher Marin Jewish Community Center | |||||||
| 200 N San Pedro Road | San Rafael | CA | 94903 | NONE | PC | Power in Partnership Grant | $50,000 |
| Oshman Family Jewish Community Center | |||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | NONE | PC | Power in Partnership Grant | $25,000 |
| PEF Israel Endowment Funds Inc | |||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | NONE | PC | Account #129 LDAN Fund | $100,000 |
| Peninsula Jewish Community Center | |||||||
| 800 Foster City Boulevard | Foster City | CA | 94404 | NONE | PC | Power in Partnership Grant | $50,000 |
| Planned Parenthood Northern California | |||||||
| 2185 Pacheco Street | Concord | CA | 94520 | NONE | PC | Acts of Courage Sponsorship | $10,000 |
| Planned Parenthood Northern California | |||||||
| 2185 Pacheco Street | Concord | CA | 94520 | NONE | PC | General Operating Support | $50,000 |
| Planned Parenthood South Atlantic | |||||||
| 100 South Boylan Ave | Raleigh | NC | 27603 | NONE | PC | General Operating Support | $35,000 |
| Planned Parenthood Southeast Inc | |||||||
| 241 Peachtree Street NE Suite 400 | Atlanta | GA | 30303 | NONE | PC | General Operating Support | $35,000 |
| Policy Impact | |||||||
| 127 University Avenue | Berkeley | CA | 94710 | NONE | PC | Political Violence Working Group and Democracy Funders Network Membership | $7,500 |
| Protect Democracy Project | |||||||
| 2020 Pennsylvania Avenue NW 163 | Washington | DC | 20006 | NONE | PC | General Operating Support | $250,000 |
| Safe & Sound | |||||||
| 1757 Waller Street | San Francisco | CA | 941172727 | NONE | PC | General Operating Support, Safe & Sound and Center for Youth Wellness | $75,000 |
| San Francisco-Marin Food Bank | |||||||
| 900 Pennysylvania Avenue | San Francisco | CA | 94107 | NONE | PC | General Operating Support | $75,000 |
| San Francisco Free Clinic | |||||||
| 4900 California Street | San Francisco | CA | 941181115 | NONE | PC | General Operating Support | $10,000 |
| San Francisco Hillel | |||||||
| 33 Banbury Drive | San Francisco | CA | 94132 | NONE | PC | General Operating Support | $15,000 |
| San Francisco Museum of Modern Art (SFMOMA) | |||||||
| 151 Third Street | San Francisco | CA | 941033107 | NONE | PC | Director's Circle and Architecture + Design | $27,500 |
| San Francisco Parks Alliance | |||||||
| 1074 Folsom Street | San Francisco | CA | 94103 | NONE | PC | Party for the Parks 2023 | $10,000 |
| San Francisco Recreation & Parks | |||||||
| McLaren Lodge Golden Gate Park 50 | San Francisco | CA | 94117 | NONE | PC | India Basin Park Project (Capital Project) | $3,475,000 |
| San Francisco Special Events Committee | |||||||
| 601 Van Ness Avenue Suite E240 | San Francisco | CA | 941023200 | NONE | PC | APEC SF23 Funders Network Membership | $250,000 |
| Sesame Workshop | |||||||
| 1900 Broadway | New York | NY | 10023 | NONE | PC | General Operating Support | $10,000 |
| Shalom Hartman Institute of North America | |||||||
| 475 Riverside Drive Suite 1450 | New York | NY | 10115 | NONE | PC | Bay Area Program, North America Program, Israel Program | $100,000 |
| Stanford University Board of Trustees | |||||||
| Development Services | Stanford | CA | 943000466 | NONE | PC | Visiting Israeli Scholar Program | $25,000 |
| Stern Grove Festival Association | |||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | NONE | PC | General Operating Support | $7,500 |
| Tenderloin Neighborhood Development Corporation | |||||||
| 201 Eddy Street | San Francisco | CA | 94102 | NONE | PC | General Operating Support | $2,500 |
| The Center for Election Innovation & Research | |||||||
| 1120 Connecticut Avenue NW Suite 1 | Washington | DC | 20036 | NONE | PC | Election Official Legal Defense Network | $100,000 |
| The Commonwealth Club of California | |||||||
| 110 The Embarcadero | San Francisco | CA | 94105 | NONE | PC | General Operating Support | $25,000 |
| The Contemporary Jewish Museum | |||||||
| 736 Mission Street | San Francisco | CA | 94103 | NONE | PC | General Operating Support | $50,000 |
| The Giving Back Fund Inc | |||||||
| 500 Commercial Street Suite 4R | Boston | MA | 02109 | NONE | PC | Giving Group Community for Ashkelon Foundation | $10,000 |
| The Giving Back Fund Inc | |||||||
| 500 Commercial Street Suite 4R | Boston | MA | 02109 | NONE | PC | Ashkelon Foundation for Emergency Support for the South of Israel | $25,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 100280198 | NONE | PC | Women & The Critical Eye | $10,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 100280198 | NONE | PC | The Met Spring Gala | $10,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 100280198 | NONE | PC | Daniel H. Weiss Acquisition Fund | $25,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 100280198 | NONE | PC | Trustee Fund for the Met | $150,000 |
| The Trust for Public Land | |||||||
| 101 Montgomery Street Suite 900 | San Francisco | CA | 94104 | NONE | PC | India Basin Park Project (Capital Project) Program | $1,525,000 |
| Tides Center Shalom Bayit | |||||||
| PO Box 2883 | Berkeley | CA | 94702 | NONE | PC | General Operating Support | $25,000 |
| TogetherSF | |||||||
| 2505 Mariposa Street | San Francisco | CA | 941101424 | NONE | PC | General Operating Support | $125,000 |
| Univ of CA San Fran Foundation Dept of Psychiatry | |||||||
| Box 0984 401 Parnassus Avenue | San Francisco | CA | 94143 | NONE | PC | UCSF Focused Ultrasound Program | $1,666,667 |
| Univ of CA San Fran Foundation Dept of Psychiatry | |||||||
| Box 0984 401 Parnassus Avenue | San Francisco | CA | 94143 | NONE | PC | MDD Treatment Innovation | $1,500,000 |
| Univ of CA San Fran Foundation Nancy Pritzker Bldg | |||||||
| 220 Montgomery Street 5th Floor U | San Francisco | CA | 941430248 | NONE | PC | Capital Project | $2,500,000 |
| Univ of So CA Annenberg Norman Lear Center | |||||||
| The Norman Lear Center at Kerckhoff | Los Angeles | CA | 90007 | NONE | PC | Hollywood, Health & Society | $75,000 |
| UpStart | |||||||
| 1111 Broadway 3rd Floor | Oakland | CA | 94607 | NONE | PC | General Operating Support | $25,000 |
| URJ Camp Newman | |||||||
| 4088 Porter Creek Road | Santa Rosa | CA | 95404 | NONE | PC | 2023 General Operating Support | $25,000 |
| Workmoney Foundation Inc | |||||||
| 790 N Milwaukee Street Suite 300 | Milwaukee | WI | 532023712 | NONE | PC | General Operating Support | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,565,001 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| California College of the Arts | ||||||||
| Advancement Office 1111 Eighth Stre | San Francisco | CA | 94107 | NONE | PC | Capital Campaign and CCA Gala | $0 | |
| Center for Reproductive Rights | ||||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | NONE | PC | General Operating Support | $0 | |
| Congregation Emanu-El | ||||||||
| 2 Lake Street | San Francisco | CA | 94118 | NONE | PC | Emanu-El Next Capital Campaign | $0 | |
| Fine Arts Museums of San Francisco | ||||||||
| 50 Hagiwara Tea Garden Dr | San Francisco | CA | 94118 | NONE | PC | Irving Penn Photography Exhibition | $0 | |
| GreenLight Fund | ||||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | NONE | PC | Bay Area Fund, Fund III | $0 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Live Secure: Northern California | $0 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | NONE | PC | Transformation Fund | $0 | |
| Jewish Community Relations Council | ||||||||
| 121 Steuart Street Suite 301 | San Francisco | CA | 94105 | NONE | PC | 2024 General Operating Support | $0 | |
| J Jewish News of Northern California | ||||||||
| PO Box 192604 | San Francisco | CA | 94119 | NONE | PC | General Operating Support | $0 | |
| KQED Inc | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | NONE | PC | Campaign 21 (Capital Project) | $0 | |
| KQED Inc | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | NONE | PC | General Operating Support | $0 | |
| Menlo College | ||||||||
| 1000 El Camino Real | Atherton | CA | 94027 | NONE | PC | Center for Public Speaking | $0 | |
| Mind Share Partners | ||||||||
| 201 Spear Street Suite 1100 | San Francisco | CA | 94105 | NONE | PC | General Operating Support | $0 | |
| One America Movement | ||||||||
| 4450 Mitchellville Road 1021 | Bowie | MD | 20716 | NONE | PC | General Operating Support | $0 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94520 | NONE | PC | General Operating Support | $0 | |
| Shalom Hartman Institute of North America | ||||||||
| 475 Riverside Drive Suite 1450 | New York | NY | 10115 | NONE | PC | Bay Area Program, North America Program, Israel Pr | $0 | |
| Stanford University | ||||||||
| Development Services | Stanford | CA | 94300 | NONE | PC | Visiting Israeli Scholar Program | $0 | |
| The Center for Election Innovation & Research | ||||||||
| 1120 Connecticut Avenue NW Suite 10 | Washington | DC | 20036 | NONE | PC | Election Official Legal Defense Network | $0 | |
| TogetherSF | ||||||||
| 2505 Mariposa Street | San Francisco | CA | 94110 | NONE | PC | General Operating Support Fund \ Center Fund \ Exhibition Fund | $0 | |
| University of California San Francisco | ||||||||
| Nancy Friend Pritzker Fuilding | San Francisco | CA | 94143 | NONE | PC | Child, Teen and Family Center - Capital Project | $0 | 220 Montgomery St 5th Floor UCSF |
| University of California San Francisco | ||||||||
| Department of Psychiatry | San Francisco | CA | 94143 | NONE | PC | Focused Ultrasound Program | $0 | Box 0984 401 Parnassus Avenue |
| Workmoney Foundation Inc | ||||||||
| 790 N Milwaukee Street Suite 300 | Milwaukee | WI | 53202 | NONE | PC | General Operating Support | $0 | |
| Grant Payable Discount | ||||||||
| Three Lagoon Drive | Redwood City | CA | 94065 | NONE | PC | Present Value Discount for Multi-Year Grants | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $22,567,499 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,547 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP ORDINARY INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $832 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $257,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $257,690 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | SETTLEMENT T-915 | ContributorPersonNm |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Bahamas Financial Centre 2nd Floor | AddressLine1Txt |
| City | NASSAU | CityNm |
| Province Or State | New Providence | ProvinceOrStateNm |
| Country | BF | CountryCd |
| Foreign Postal | P.O. Box N-4899 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $47,240 | Amt |
| Net Investment Income | $23,620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,017 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| THIRD PLATEAU SOCIAL IMPACT STRATEG |
| CONSULTING |
| SEILER LLP |
| AUDIT & TAX PREPARATION SERVICES |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2019-02-15 | $1,534 | $1,202 | SL | 5 | $307 |
| COMPUTER EQUIPMENT | 2019-04-09 | $2,261 | $1,695 | SL | 5 | $452 |
| COMPUTER EQUIPMENT | 2019-11-26 | $2,167 | $1,335 | SL | 5 | $433 |
| WEBSITE | 2019-10-04 | $3,949 | $3,949 | SL | 3 | |
| OFFICE FURNITURE | 2020-03-03 | $2,885 | $1,635 | SL | 5 | $577 |
| COMPUTER EQUIPMENT | 2021-12-08 | $2,745 | $595 | SL | 5 | $549 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FARALLON CAPITAL INSTL. PTNRS. | $92,173 | $70,032 |
| FCIP, LTD SPIN-OFF | $934 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,534 | $1,509 | $25 |
| COMPUTER EQUIPMENT | $2,261 | $2,147 | $114 |
| COMPUTER EQUIPMENT | $2,167 | $1,768 | $399 |
| WEBSITE | $3,949 | $3,949 | |
| OFFICE FURNITURE | $2,885 | $2,212 | $673 |
| COMPUTER EQUIPMENT | $2,745 | $1,144 | $1,601 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,056 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,056 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP PORTFOLIO EXPENSES | $93 | $93 | |
| OFFICE EXPENSES | $2,076 | $2,056 | |
| PAYROLL EXPENSES | $960 | $960 | |
| WORKERS COMPENSATION INSURANCE | $4,102 | $4,102 | |
| INSURANCE | $3,310 | $3,349 | |
| GIFTS | $900 | ||
| MEMBERSHIP FEE | $175 | ||
| EMPLOYEE EXPENSES | $14,952 | $14,693 | |
| BUSINESS EXPENSE - OTHER | $23 | $23 | |
| SOFTWARE MAINTENANCE | $5,606 | $300 | |
| BANK FEES | $396 | $186 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FLOW-THRU FARALLON CAPITAL PTRS ORD INC | Desc |
| Revenue And Expenses Per Books | $832 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $832 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PTO LIABILITY | $17,739 | $20,171 |
| ACCRUED EXPENSES | $0 | $1,458 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $280,525 | Amt |
| Disbursements Charitable Prps | $280,525 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY OF STATE-ILLINOIS | $15 | $15 | |
| PAYROLL TAXES | $17,394 | $17,394 | |
| FEDERAL EXCISE TAX | $3,352 | ||
| PARTNERSHIP FOREIGN TAXES | $2 | $2 | |
| CALIFORNIA TAXES | $800 | $800 |