BAKER STREET FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BAKER STREET FOUNDATION (EIN 94-3192365)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202403209349104505
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
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases 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	2024-11-15T12:06:06-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

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	18500 VON KARMAN AVE 10TH FLOOR	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92612	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	943192365	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BAKER STREET FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BAKE	BusinessNameControlTxt
Phone	4153562012	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	135 MAIN STREET 1140	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94105	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROY BUKSTEIN	PersonNm
Person Title	CFO/DIRECTOR	PersonTitleTxt
Phone	4153562012	PhoneNum
Signature	2024-11-14	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	BRIAN YACKER	PreparerPersonNm
PTIN	P00401346	PTIN
Phone	9492222999	PhoneNum
Preparation	2024-11-14	PreparationDt

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	$121,138,567	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	$13,526,250	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$1,010,001	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,010,001	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$796,821	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$13,425,439	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$7,374,571	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,783	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$15,334,855	TotalRevAndExpnssAmt
Total Net Invst Incm	$8,384,572	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
Legal Fees Rev And Expnss	$9,002	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$4,501	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$4,501	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$134,936	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$67,468	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$67,468	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$543,353	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$315,307	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$228,046	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$100,754	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$505	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$11,897	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$11,897	TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$799,942	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$387,276	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$312,417	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$6,272,041	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$5,889,915	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$7,071,983	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$387,276	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$6,202,332	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$8,262,872	ExcessRevenueOverExpensesAmt
Net Investment Income	$7,997,296	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,196,005	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$383,777	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$383,777	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$20,204,563	CorporateStockBOYAmt
Corporate Stock EOY	$21,811,834	CorporateStockEOYAmt
Corporate Stock EOYFMV	$21,811,834	CorporateStockEOYFMVAmt
Other Investments BOY	$79,302,421	OtherInvestmentsBOYAmt
Other Investments EOY	$98,942,956	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$98,942,956	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$95,820	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$102,798,809	TotalAssetsBOYAmt
Total Assets EOY	$121,138,567	TotalAssetsEOYAmt
Total Assets EOYFMV	$121,138,567	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$60,000	AccountsPayableBOYAmt
Accounts Payable EOY	$20,000	AccountsPayableEOYAmt
Grants Payable BOY	$1,442,088	GrantsPayableBOYAmt
Grants Payable EOY	$1,824,214	GrantsPayableEOYAmt
Other Liabilities BOY	$127,150	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$178,080	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$1,629,238	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,022,294	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$101,169,571	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$119,116,273	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$101,169,571	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$119,116,273	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$102,798,809	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$121,138,567	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$101,169,571	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$8,262,872	ExcessRevenueOverExpensesAmt
Other Increases	$9,802,009	OtherIncreasesAmt
Subtotal	$119,234,452	SubtotalAmt
Other Decreases	$118,179	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$119,116,273	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINS	P	2023-01-01	2023-12-31	$166,416	$166,416	$166,416
PUBLICLY TRADED SECURITIES	P	2023-01-01	2023-12-31	$5,538,130	-$362,738	-$362,738	$5,900,868
75,000 SHARES ORACLE CORPORATION	D	2023-04-19	2023-05-23	$7,720,893	$7,570,893	$7,570,893	$150,000

Field	Value	IRS element (for citing)
Capital Gain Net Income	$7,374,571	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$111,162	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$111,162	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$111,162	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$358,920	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	$358,920	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$247,758	OverpaymentAmt
Applied To ES Tax	$247,758	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	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	ROY BUKSTEIN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4153562012	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	135 MAIN STREET 1140	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94105	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
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
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 (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
MARY M MINER
135 MAIN STREET	SAN FRANCISCO	CA	94105	PRESIDENT/DIRECTOR	2.00	$0	$0	$0
HELEN SEDWICK
135 MAIN STREET	SAN FRANCISCO	CA	94105	SECRETARY/DIRECTOR	1.00	$0	$0	$0
ROY BUKSTEIN
135 MAIN STREET	SAN FRANCISCO	CA	94105	CFO/DIRECTOR	4.00	$0	$0	$0
NICOLA MINER
135 MAIN STREET	SAN FRANCISCO	CA	94105	DIRECTOR	1.00	$0	$0	$0
LUKE MINER
135 MAIN STREET	SAN FRANCISCO	CA	94105	DIRECTOR	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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
OFFIT HALL CAPITAL MANAGEMENT LLC
ONE MARITIME PLAZA	SAN FRANCISCO	CA	94111	INVESTMENT ADVISORY	$270,460
ARABELLA
601 CALIFORNIA STREET	SAN FRANCISCO	CA	94108	CONSULTING	$211,049
BAKER TILLY US LLP
50 FREMONT STREET SUITE 400	SAN FRANCISCO	CA	94105	ACCOUNTING	$134,936

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	$35,707,538	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$974,304	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$40,694,137	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$77,375,979	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$77,375,979	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,160,640	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$76,215,339	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,810,767	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,810,767	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$111,162	TaxBasedOnInvestmentIncomeAmt
Total Tax	$111,162	TotalTaxAmt
Distributable Before Adj	$3,699,605	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$3,699,605	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$3,699,605	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$6,202,332	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$6,202,332	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,699,605	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$3,229,232	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,588,146	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$6,132,463	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$3,422,767	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,913,937	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$18,286,545	TotalExcessDistributionCyovAmt
Qualifying Distributions	$6,202,332	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$3,699,605	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,502,727	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$20,789,272	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	$3,229,232	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$17,560,040	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,588,146	ExcessFromYear4Amt
Excess From Year3	$6,132,463	ExcessFromYear3Amt
Excess From Year2	$3,422,767	ExcessFromYear2Amt
Excess From Year1	$3,913,937	ExcessFromYear1Amt
Excess From Current Year	$2,502,727	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MARY M MINER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
826 VALENCIA
826 VALENCIA STREET	SAN FRANCISCO	CA	94110	NONE	PC	OPERATING EXPENSES	$50,000
A HOME WITHIN
195 41ST STREET 11172	OAKLAND	CA	94611	NONE	PC	PROGRAM MODEL EVALUATION	$275,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVENUE FLOOR 17	CHICAGO	IL	60601	NONE	PC	OPERATING EXPENSES	$100,000
BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROAD	SAUSALITO	CA	94965	NONE	PC	OPERATING EXPENSES	$55,000
BROWN UNIVERSITY
69 BROWN STREET BOX 1822	PROVIDENCE	RI	02912	NONE	PC	ESTABLISH THE BATISHWA DAVID FACULTY FUND	$500,000
CAL PERFORMANCES
101 ZELLERBACH HALL 4800	BERKELEY	CA	94720	NONE	PC	OPERATING EXPENSES	$139,915
CALIFORNIA ACADEMY OF SCIENCE
55 MUSIC CONCOURSE DRIVE	SAN FRANCISCO	CA	94118	NONE	PC	TEACHER'S EDUCATION PROGRAM	$100,000
CALMATTERS
1017 L STREET 261	SACRAMENTO	CA	95814	NONE	PC	OPERATING EXPENSES	$50,000
CHAPIN HALL
1313 EAST 60TH STREET	CHICAGO	IL	60637	NONE	PC	OPERATING EXPENSES	$100,000
CHRONICLE SEASON OF SHARING
PO BOX 7844	SAN FRANCISCO	CA	94120	NONE	PC	OPERATING EXPENSES	$150,000
CLINIC BY THE BAY
35 ONONDAGA AVE	SAN FRANCISCO	CA	94112	NONE	PC	OPERATING EXPENSES	$100,000
COMMUNITY MUSIC CENTER
544 CAPP STREET	SAN FRANCISCO	CA	94110	NONE	PC	OPERATING EXPENSES	$150,000
CREATIVE GROWTH
355 24TH STREET	OAKLAND	CA	94612	NONE	PC	OPERATING EXPENSES	$5,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500	SAN FRANCISCO	CA	94111	NONE	PC	OPERATING EXPENSES	$200,000
EXPLORATORIUM
PIER 15	SAN FRANCISCO	CA	94111	NONE	PC	OPERATING EXPENSES	$250,000
FIRST TEE
99 HARDING ROAD	SAN FRANCISCO	CA	94132	NONE	PC	OPERATING EXPENSES	$5,000
FRENCH AMERICAN INTERNATIONAL SCHOOL
150 OAK STREET	SAN FRANCISCO	CA	94102	NONE	PC	OPERATING EXPENSES	$50,000
FRIENDS & FOUNDATION OF THE SAN FRANCISCO LIBRARY
710 VAN NESS AVENUE	SAN FRANCISCO	CA	94102	NONE	PC	FREE LIBRARY PROGRAM	$100,000
GIRLS INC
120 WALL STREET	NEW YORK	NY	10005	NONE	PC	OPERATING EXPENSES	$50,000
GIVEDIRECTLY INC
PO BOX 3221	NEW YORK	NY	10008	NONE	PC	OPERATING EXPENSES	$150,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
FORT MASON BUILDING 201	SAN FRANCISCO	CA	94123	NONE	PC	CRISSY FIELD CENTER YOUTH PROGRAMS	$50,000
GRABHORN INSTITUTE
1802 HAYS STREET	SAN FRANCISCO	CA	94129	NONE	PC	OPERATING EXPENSES AND PUBLICATION OF SLAUGHTERHOUSE-FIVE	$100,000
HEALTHRIGHT 360
1563 MISSION STREET 2050	SAN FRANCISCO	CA	94103	NONE	PC	OPERATING EXPENSES	$100,000
INTERMUSIC SF
1446 MARKET STREET	SAN FRANCISCO	CA	94102	NONE	PC	OPERATING EXPENSES	$40,000
KINGMAKERS OF OAKLAND
745 ARIMO AVENUE	OAKLAND	CA	94610	NONE	PC	OPERATING EXPENSES	$75,000
KQED
2601 MARIPOSA STREET	SAN FRANCISCO	CA	94110	NONE	PC	OPERATING EXPENSES	$75,000
LITQUAKE FOUNDATION
268 BUSH STREET 4226	SAN FRANCISCO	CA	94104	NONE	PC	OPERATING EXPENSES	$25,000
LOS CENZONTLES MEXICAN ARTS CENTER
13108 SAN PABLO AVENUE	SAN PABLO	CA	94805	NONE	PC	LOS CENZONTLES YOUTH ARTS ACADEMY	$150,000
MEMORIAL SLOAN KETTERING
1275 YORK AVENUE	NEW YORK	NY	10065	NONE	PC	MESOTHELIOMA PROGRAM GRANT REPORT	$100,000
MUSEUM OF PERFORMANCE AND DESIGN
893B FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	OPERATING EXPENSES	$30,000
NATIONAL REDISTRICTING FOUNDATION
17 EAST MONROE STREET 214	CHICAGO	IL	60603	NONE	PC	OPERATING EXPENSES	$50,000
NEPAL SEEDS
800 KANSAS STREET	SAN FRANCISCO	CA	94107	NONE	PC	OPERATING EXPENSES	$10,000
NEWSMATCH
8549 WILSHIRE BLVD 2294	BEVERLY HILLS	CA	90211	NONE	PC	OPERATING EXPENSES	$50,000
ODCDANCE
351 SHOTWELL STREET	SAN FRANCISCO	CA	94110	NONE	PC	OPERATING EXPENSES	$25,000
PERFORMING ARTS WORKSHOP
1661 TENNESSEE STREET UNIT 3-O	SAN FRANCISCO	CA	94107	NONE	PC	ARTS-IN-RESIDENCY	$25,000
PLANNED PARENTHOOD
75 PIEDMONT AVENUE SUITE 800	ATLANTA	GA	30303	NONE	PC	OPERATING EXPENSES	$25,000
PRO PUBLICA
155 AVENUE OF THE AMERICAS 13TH	NEW YORK	NY	10013	NONE	PC	OPERATING EXPENSES	$50,000	FLOOR
RANDALL MUSEUM
745 TREAT AVENUE	SAN FRANCISCO	CA	94110	NONE	PC	OPERATING EXPENSES	$20,000
SAFE AND SOUND
1757 WALLER STREET	SAN FRANCISCO	CA	94117	NONE	PC	OPERATING EXPENSES	$40,000
SAN FRANCISCO BALLET
301 VAN NESS AVENUE	SAN FRANCISCO	CA	94102	NONE	PC	OPERATING EXPENSES	$1,000,000
SAN FRANCISCO BOTANICAL GARDEN SOCIETY
1199 9TH AVENUE AT LINCOLN WAY	SAN FRANCISCO	CA	94122	NONE	PC	OPERATING EXPENSES	$40,000
SAN FRANCISCO CASA
2535 MISSION STREET	SAN FRANCISCO	CA	94110	NONE	PC	CORE ADVOCACY AND MENTORSHIP FOR FOSTER YOUTH	$25,000
SAN FRANCISCO FREE CLINIC
4900 CALIFORNIA STREET	SAN FRANCISCO	CA	94118	NONE	PC	OPERATING EXPENSES	$50,000
SAN FRANCISCO JAZZ FESTIVAL
201 FRANKLIN STREET	SAN FRANCISCO	CA	94102	NONE	PC	OPERATING EXPENSES	$100,000
SAN FRANCISCO JEWISH COMMUNITY CENTER
3200 CALIFORNIA STREET	SAN FRANCISCO	CA	94118	NONE	PC	OPERATING EXPENSES	$5,000
SAN FRANCISCO MARIN FOOD BANK
710 VAN NESS AVENUE	SAN FRANCISCO	CA	94102	NONE	PC	ENDOWMENT	$200,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREET	SAN FRANCISCO	CA	94103	NONE	PC	OPERATING EXPENSES	$100,000
SAN FRANCISCO PARK ALLIANCE
1074 FOLSOM STREET	SAN FRANCISCO	CA	94103	NONE	PC	OPERATING EXPENSES AND CRANE COVE PARK PROJECT	$25,000
SUNBURST PROJECTS
PO BOX 7771	SANTA ROSA	CA	95407	NONE	PC	YOUTH PROGRAMS	$40,000
TENDERLOIN NEIGHBORHOOD DEVELOPMENT CENTER
201 EDDY STREET	SAN FRANCISCO	CA	94102	NONE	PC	OPERATING EXPENSES	$50,000
THE LAST MILE (TURN 2 U INC)
548 MARKET STREET PMB 70892	SAN FRANCISCO	CA	94104	NONE	PC	OPERATING EXPENSES	$60,000
UCSF THORACIC ONCOLOGY PROGRAM
PO BOX 45339	SAN FRANCISCO	CA	94145	NONE	PC	THORACIC ONCOLOGY PROGRAM (TOP)	$100,000
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STREET	SAN FRANCISCO	CA	94117	NONE	PC	IMMIGRATION AND DEPORTATION DEFENSE CLINIC	$175,000
WOMEN'S SUFFRAGE NATIONAL MONUMENT FOUNDATION
PO BOX 1951	LOVELAND	CO	80539	NONE	PC	OPERATING EXPENSES	$250,000
YERBA BUENA CENTER FOR THE ARTS
701 MISSION STREET	SAN FRANCISCO	CA	94103	NONE	PC	YOUTH ARTS PROGRAM	$35,000
YOUTH TENNIS ADVANTAGE
1717 POWELL STREET SUITE 100	SAN FRANCISCO	CA	94133	NONE	PC	OPERATING EXPENSES	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$5,889,915	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,010,001	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$796,821	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Exclusion	01	ExclusionCd
Exclusion	$1,783	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,808,605	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,808,605	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	MARY MINER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1832 BAKER STREET	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94115	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$13,459,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	125,000 SHARES ORACLE CORPORATION COMMON STOCK	NoncashPropertyDesc
Fair Market Value	$13,459,000	FairMarketValueAmt
Received	2023-12-31	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$134,936	Amt
Net Investment Income	$67,468	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$67,468	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SCHWAB #4521 INVESTMENTS	$17,881,284	$17,881,284
SCHWAB #9436 INVESTMENTS	$3,930,550	$3,930,550

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY #7937 BLACKROCK BOND	FMV	$6,464,953	$6,464,953
SCHWAB #7545 APERIO	FMV	$11,642,680	$11,642,680
HEDGE FUNDS	FMV	$80,835,323	$80,835,323

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$9,002	LegalFeesAmt
Net Investment Income	$4,501	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,501	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	BIL INVESTMENT - DISTRIBUTION RECEIVABLE	Desc
BOY Book Value	$95,820	BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
PRIOR PERIOD ADJUSTMENT	$50,929
BOOK-TO-TAX ADJUSTMENT CONTRIBUTION	$67,250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$1,783	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$1,783	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$9,802,009	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DEFERRED EXCISE TAX PROVISION	Desc
BOY Book Value	$127,150	BOYBookValueAmt
EOY Book Value	$178,080	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES	$315,307	$315,307	$0
CONSULTING FEES	$228,046	$0	$228,046

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES	$100,249	$0	$0
STATE TAXES	$505	$0	$505