STUPSKI FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: STUPSKI FOUNDATION (EIN 68-0397103)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202403209349108340
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
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases 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	2024-11-15T19:37:35-06:00	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	680397103	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STUPSKI FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% LORREE NOVOTNY	InCareOfNm
Business Name Control	STUP	BusinessNameControlTxt
Phone	4156554400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	90 NEW MONTGOMERY ST STE 1100	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	941054551	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LORREE NOVOTNY	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	4156554400	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	DAVID M SACARELOS	PreparerPersonNm
PTIN	P00082838	PTIN
Phone	6503654646	PhoneNum
Preparation	2024-11-15	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	$233,647,879	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	$765	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$4,873,587	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,673,185	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$7,291,707	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$416,493,920	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,555,507	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,073,460	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$12,166,059	TotalRevAndExpnssAmt
Total Net Invst Incm	$11,302,152	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$829,343	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$240,211	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$589,132	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$4,939,048	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$103,431	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$3,200,153	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$995,352	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$82,761	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$876,343	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$105,503	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$131,995	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$259,998	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$98,404	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$98,403	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$695,000	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$363,429	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$331,038	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$237,172	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$58,635	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$223,460	DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss	$792,572	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$51,517	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$694,156	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$667,462	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$30,369	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$665,653	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,745,672	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,027,844	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$2,600,468	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$12,490,582	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,056,601	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$9,187,341	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$57,704,853	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$56,379,067	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$70,195,435	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,056,601	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$65,566,408	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$58,029,376	ExcessRevenueOverExpensesAmt
Net Investment Income	$9,245,551	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$11,014,222	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$545,947	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$545,947	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$72	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$140,168	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$140,168	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$128,357,018	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$146,620,665	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$146,620,665	USGovtObligationsEOYFMVAmt
Other Investments BOY	$91,770,959	OtherInvestmentsBOYAmt
Other Investments EOY	$47,142,080	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$57,102,710	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,518,350	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$779,363	LandBldgEquipAccumDeprecAmt
Land BOY	$962,446	LandBOYAmt
Land EOY	$738,987	LandEOYAmt
Land EOYFMV	$738,987	LandEOYFMVAmt
Other Assets BOY	$56,732,187	OtherAssetsBOYAmt
Other Assets EOY	$28,499,402	OtherAssetsEOYAmt
Other Assets EOYFMV	$28,499,402	OtherAssetsEOYFMVAmt
Total Assets BOY	$288,836,904	TotalAssetsBOYAmt
Total Assets EOY	$223,687,249	TotalAssetsEOYAmt
Total Assets EOYFMV	$233,647,879	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$3,918,503	AccountsPayableBOYAmt
Accounts Payable EOY	$5,687,455	AccountsPayableEOYAmt
Grants Payable BOY	$15,850,667	GrantsPayableBOYAmt
Grants Payable EOY	$16,650,379	GrantsPayableEOYAmt
Total Liabilities BOY	$19,769,170	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$22,337,834	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$269,067,734	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$201,349,415	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$269,067,734	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$201,349,415	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$288,836,904	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$223,687,249	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$269,067,734	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$58,029,376	ExcessRevenueOverExpensesAmt
Subtotal	$211,038,358	SubtotalAmt
Other Decreases	$9,688,943	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$201,349,415	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAPITAL GAINS FROM 2023 K-1S	P	$66,498	$797,217	-$730,719	-$730,719
PORTFOLIO INVESTMENTS	P	$19,283,872	$14,556,410	$4,727,462	$4,727,462
PUBLICLY TRADED SECURITIES	P	$397,143,550	$396,584,786	$558,764	$558,764

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,555,507	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$128,513	InvestmentIncomeExciseTaxAmt
Subtotal	$128,513	SubtotalAmt
Tax Based On Investment Income	$128,513	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$200,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$105,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$305,000	TotalPaymentsAndCreditsAmt
Overpayment	$176,487	OverpaymentAmt
Applied To ES Tax	$100,000	AppliedToESTaxAmt
Refund	$76,487	RefundAmt

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	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
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
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	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	HTTP://WWW.STUPSKI.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	LORREE NOVOTNY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4156554400	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	90 NEW MONTGOMERY ST SUITE 1100	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	941054551	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	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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	Yes (true)	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (true)	MaintainedExpenditureRspnsInd
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 (10 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
Deborah Alvarez-Rodreguez
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	941054551	DIRECTOR	5.0	$0	$0	$0
Keoni Lee
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	941054551	DIRECTOR	5.0	$0	$0	$0
GLEN GALAICH
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	941054551	CHIEF EXECUTIVE OFFICER	40.0	$545,423	$61,330	$0
JIM WIGGETT
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	941054551	Director/Board Chair	10.0	$0	$0	$0
MAIDA LYNN
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	941054551	DIRECTOR/Secretary	5.0	$0	$0	$0
LORREE NOVOTNY
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	941054551	Treasurer	40.0	$283,920	$43,744	$0
Marisa Hayase
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	941054551	Director	5.0	$0	$0	$0
Pia Infante
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	941054551	Director	5.0	$0	$0	$0
Richard Tate
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	941054551	Director	5.0	$0	$0	$0
Sam Cobbs
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	941054551	Director	5.0	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
JENNIFER T NGUYEN
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	94105	DIRECTOR	40.0	$341,013	$43,918	$0
DANIEL G TUTTLE
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	94105	DIRECTOR	40.0	$341,013	$50,952	$0
AILEEN SUZARA
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	94105	DIRECTOR	40.0	$292,703	$43,136	$0
GWYNETH D TRIPP
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	94105	DIRECTOR	40.0	$218,400	$40,410	$0
DEVONA J WILLIAMS
90 NEW MONTGOMERY ST STE 1100	SAN FRANCISCO	CA	94105	CONTROLLER	40.0	$206,862	$49,136	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	11	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
PATRICK LEE
452 ULLOA STREET	SAN FRANCISCO	CA	94127	CONSULTATION	$336,601
SPITFIRE Strategies LLC
2300 N Street NW Suite 610	WASHINGTON	DC	20037	CONSULTATION	$184,516
Hall Capital Partners LLC
One Maritime Plaza 6th Floor	SAN FRANCISCO	CA	94111	Investment Advisor	$268,496
Connery Consulting LLC
251 Post St Ste 310	SAN FRANCISCO	CA	94108	CONSULTATION	$189,600
Seiler LLP
Three Lagoon Drive Suite 400	REDWOOD CITY	CA	94065	Tax Accountant	$144,600

Field	Value	IRS element (for citing)
Contractor Paid Over50k	3	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	SEE ATTACHMENT J	Description1Txt
Expenses1	$380,260	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	SEE ATTACHMENT K	Description1Txt
Expenses1	$2,000,000	Expenses1Amt
Description2	SEE ATTACHMENT L	Description2Txt
Expenses2	$1,000,000	Expenses2Amt
All Other Program Rltd Invst Tot	$500,000	AllOtherProgramRltdInvstTotAmt
Total	$3,500,000	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$156,183,559	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,899,286	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$71,054,999	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$231,137,844	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$231,137,844	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,467,068	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$227,670,776	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$11,383,539	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$11,383,539	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$128,513	TaxBasedOnInvestmentIncomeAmt
Income Tax	$48,075	IncomeTaxAmt
Total Tax	$176,588	TotalTaxAmt
Distributable Before Adj	$11,206,951	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$200,000	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$11,406,951	DistributableBeforeDedAmt
Distributable As Adjusted	$11,406,951	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$65,566,408	ExpensesAndContributionsAmt
Program Related Invst Total	$3,500,000	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$69,066,408	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$11,406,951	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	$9,775,704	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$12,597,593	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$36,486,066	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$25,376,236	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$63,714,653	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$147,950,252	TotalExcessDistributionCyovAmt
Qualifying Distributions	$69,066,408	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$11,406,951	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$57,659,457	RemainingDistriFromCorpusAmt
Total Corpus	$205,609,709	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$9,775,704	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$195,834,005	ExcessDistriCyovToNextYrAmt
Excess From Year4	$12,597,593	ExcessFromYear4Amt
Excess From Year3	$36,486,066	ExcessFromYear3Amt
Excess From Year2	$25,376,236	ExcessFromYear2Amt
Excess From Year1	$63,714,653	ExcessFromYear1Amt
Excess From Current Year	$57,659,457	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	LAWRENCE J STUPSKI DECEASED LAW	ContributingManagerNm
Contributing Manager	DATED 9201990	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (248 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Elepaio Social Services
86-260 Farrington Highway	Waianae	HI	96792	N/A	PC	To support work to strengthen local solutions for emergency preparedness.	$86,000
10000 Degrees
1650 Los Gamos Road Suite 205	San Rafael	CA	94903	N/A	PC	To support efforts to provide college access services to a majority of students in San Francisco Unified District high schools.	$260,000
3rd Street Youth Center and Clinic
1728 Bancroft Ave	San Francisco	CA	94124	N/A	PC	To provide general operating support.	$200,000
Acta Non Verba Youth Urban Farm Project
1001 83rd Avenue	Oakland	CA	94621	N/A	PC	To provide general operating support.	$310,000
Agricultural Institute of Marin
2169 Francisco Boulevard East Suit	San Rafael	CA	94901	N/A	PC	To support collaborative efforts in developing farmers markets incubator booths with a focus on elevating BIPOC, women, immigrant, and minority farmers.	$192,500
Agroecology Commons
836 Marin Road	El Sobrante	CA	94803	N/A	PC	To provide general operating support.	$200,000
Alameda Health System Foundation
55 Harrison Street 6th Floor	Oakland	CA	94607	N/A	PC	To support the career and workforce development pilot program for transition-aged youth.	$200,000
Alameda Health System Foundation
55 Harrison Street 6th Floor	Oakland	CA	94607	N/A	PC	To support the expansion of palliative care services.	$720,000
Alliance for Youth Organizing
650 Massachusetts Avenue NW Suite 6	Washington	DC	20001	N/A	PC	To provide general operating support.	$200,000
Amalgamated Charitable Foundation
1825 K Street Northeast	Washington	DC	20002	N/A	PC	To support Phase 3 of the Youth Power Fund project.	$400,000
Asian Health Services
101 8th Street	Oakland	CA	94607	N/A	PC	To provide general operating support.	$150,000
Ayudando Latinos A Soar
636 Purissima Street	Half Moon Bay	CA	94019	N/A	PC	To provide general operating support.	$140,000
Beats Rhymes and Life Inc
450 Santa Clara Avenue	Oakland	CA	94610	N/A	PC	To provide general operating support.	$200,000
BEHawai'i
1312 Kaumualii Street	Honolulu	HI	96817	N/A	PC	To provide sponsorship for BEHawai'i's Make Music Hawai'i Day.	$10,000
Black Cultural Zone
8321 International Blvd	Oakland	CA	94621	N/A	PC	To support the conversion of two kitchens in Oakland's Arroyo Viejo Recreation Center into a food hub that will expand economic opportunities, living wage jobs, food security, and healthy food to East Oakland residents.	$200,000
Black Organizing Project
1035 West Grand Avenue	Oakland	CA	94607	N/A	PC	To provide general operating support.	$300,000
Board of Regents Nevada System of Higher Education
2601 Enterprise Rd	Reno	NV	89512	N/A	PC	To support the Appreciative Advising wellness initiative at Truckee Meadows Community College.	$18,000
Booker T Washington Community Service Center
800 Presidio Avenue	San Francisco	CA	94115	N/A	PC	To support the development of a community preservation and production kitchen that sources food from primarily Black farmers, and a community store that provides produce, raw ingredients, and meals free of charge.	$200,000
California Calls Education Fund
4801 West Exposition Boulevard	Los Angeles	CA	90016	N/A	PC	To provide general operating support.	$350,000
California Competes
2323 Broadway Suite 219	Oakland	CA	94612	N/A	PC	To provide general operating support.	$250,000
California Environmental Justice Alliance
1820 Jefferson Street	Oakland	CA	94612	N/A	PC	To provide general operating support.	$50,000
CA Renters Legal Advocacy and Education Fund
360 Grand Avenue 323	Oakland	CA	94610	N/A	PC	To provide general operating support.	$25,000
California State University East Bay Foundation
25800 Carlos Bee Boulevard	Hayward	CA	94542	N/A	PC	To support the development and implementation of predictive analytics and proactive advising.	$1,333,334
Causa Justa Just Cause
4804 Mission Street 231	San Francisco	CA	94112	N/A	PC	To provide general operating support.	$250,000
Ceeds of Peace
PO Box 235696	Honolulu	HI	96823	N/A	PC	To support Hawai'i Afterschool Alliance Community Schools Project.	$400,000
Center for Tomorrow's Leaders
677 Ala Moana Boulevard Ste 1100	Honolulu	HI	96813	N/A	PC	To provide general operating support.	$150,000
Chabot Space and Science Center
10000 Skyline Boulevard	Oakland	CA	94619	N/A	PC	To support the Oakland Aerospace Space workforce development program.	$350,000
Charlotte Maxwell Clinic
411 30th Street Suite 508	Oakland	CA	94609	N/A	PC	To provide general operating support.	$50,000
Child and Family Service
91-1841 Fort Weaver Road	Ewa Beach	HI	96706	N/A	PC	To support the Community Resource and Counseling Center in Hilo.	$250,000
Children Now
1404 Franklin St 700	Oakland	CA	94612	N/A	PC	To provide general operating support.	$100,000
Children Now
1404 Franklin St 700	Oakland	CA	94612	N/A	PC	To support projects advancing children's health.	$100,000
Chinese For Affirmative Action
17 Walter U Lum Place	San Francisco	CA	94108	N/A	PC	To support the Asian Refugees United project.	$200,000
Chinese Hospital Association
845 Jackson Street	San Francisco	CA	94133	N/A	PC	To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service.	$200,000
Chinese Progressive Association
1042 Grant Ave 5th Floor	San Francisco	CA	94133	N/A	PC	To provide general operating support.	$100,000
Circle of Life Connections
PO Box 6783	Albany	CA	94706	N/A	PC	To support the Seed Stewards project.	$250,000
Circulo de Vida Cancer Support and Resource Center
2601 Mission Street ste 500	San Francisco	CA	94110	N/A	PC	To provide general operating support.	$25,000
Collaborative Support Services
720 University Avenue Suite 200	Los Gatos	CA	95032	N/A	PC	To support the Commit to Keiki 2022 project.	$20,000
Collaborative Support Services
720 University Avenue Suite 200	Los Gatos	CA	95032	N/A	PC	To support the development of the Community-Centered Partnership pilot program administered by the Early Childhood Action Strategy program.	$725,000
Collaborative Support Services
720 University Avenue Suite 200	Los Gatos	CA	95032	N/A	PC	To support the development of the Community-Based Kindergarten Readiness Continuum program serving Waimanalo and Puna rural communities.	$210,000
College of Southern Nevada Foundation Inc
6375 West Charleston Boulevard WCE	Las Vegas	NV	89146	N/A	PC	To support the advisor wellness program at the College of Southern Nevada.	$30,000
Common Counsel Foundation
1624 Franklin Street 1022	Oakland	CA	94612	N/A	PC	To support the Color Congress project.	$250,000
Communities United For Restorative Youth Justice
1946 Embarcadero	Oakland	CA	94606	N/A	PC	To provide general operating support.	$200,000
Community Alliance with Family Farmers Foundation
PO Box 363	Davis	CA	95617	N/A	PC	To support the California Food and Farming Network project.	$200,000
Community First
PO Box 7158	Hilo	HI	96720	N/A	PC	To provide sponsorship for the upcoming Hawai'i Island Healthcare Conference.	$10,000
Community Initiatives
1000 Broadway Suite 480	Oakland	CA	94607	N/A	PC	To support the Bay Area Early Childhood Funders project.	$5,000
Community Initiatives
1000 Broadway Suite 480	Oakland	CA	94607	N/A	PC	To support the Stronghold project.	$250,000
Community Youth Center of San Francisco
1038 Post St	San Francisco	CA	94109	N/A	PC	To support the API council project.	$372,000
Compass Family Services
37 Grove Street	San Francisco	CA	94102	N/A	PC	To provide general operating support.	$25,000
Covenant House California
200 Harrison Street	Oakland	CA	94607	N/A	PC	To provide general operating support.	$59,400
Curry Senior Center
333 Turk Street	San Francisco	CA	94012	N/A	PC	To provide general operating support.	$100,000
Cypress Mandela Training Center Inc
977 66th Avenue	Oakland	CA	94621	N/A	PC	To support the Cafe Ohlone project.	$75,000
DAISA
16 Pearl Street	South Hadley	MA	01075	N/A	NC	To support neighborhood community based organizations (CBOs) with areas of technical assistance that include community advisory boards, community kitchen development, food justice policy and strategy, and food system metrics and measures of impact.	$14,750
Deep Medicine Circle
1570 La Honda Road	San Gregorio	CA	94074	N/A	PC	To provide general operating support.	$225,000
Diversity Uplifts
6371 Haven Avenue	Rancho Cucamonga	CA	91737	N/A	PC	To support the implementation of the Department of Health Care Services Doula benefit by providing technical assistance, training, and workforce development.	$150,000
Earth Island Institute Inc
2150 Allston Way 460	Berkeley	CA	94704	N/A	PC	To support the Castanea Fellowship project.	$500,000
East Bay Community Foundation
200 Frank H Ogawa Plaza	Oakland	CA	94612	N/A	PC	To support the capacity building efforts of Black--led organizations in the Bay Area through the ASCEND-BLO initiative.	$150,000
East Bay Innovations Inc
2450 Washington Avenue Suite 240	San Leandro	CA	94577	N/A	PC	To provide general operating support.	$15,000
East Oakland Youth Development Center
8200 International Blvd	Oakland	CA	94621	N/A	PC	To provide general operating support.	$550,000
Ecological Farming Association
2901 Park Avenue Suite D-2	Soquel	CA	95073	N/A	PC	To sponsor the 2024 Ecofarm conference.	$10,000
EdSource Inc
436 14th Street Suite 310	Oakland	CA	94612	N/A	PC	To provide sponsorship for Roundtable event and newsletters.	$10,000
EPIC 'Ohana Inc
1130 N Nimitz Hwy C210	Honolulu	HI	96817	N/A	PC	To support the Dream Manager program for youth.	$300,000
Esq Apprentice
PO Box 24152	Oakland	CA	94623	N/A	PC	To support a capacity building program.	$15,000
Evolve CA Education Fund Inc
459 Fulton St Suite 207	San Francisco	CA	94102	N/A	PC	To provide general operating support.	$400,000
Feather River College Foundation Inc
570 Golden Eagle Ave	Quincy	CA	95971	N/A	PC	To support Feather River College's Health and Wellness Action Plan.	$10,000
Feed The Hunger Fund
100 Montgomery Street	San Francisco	CA	94104	N/A	PC	To support collaborative efforts to grow the local food economy in Hawai'i by providing technical assistance and related organizational support to strengthen local food systems, with a focus on women, BIPOC, immigrant and refugee entrepreneurs.	$193,500
Feed The Hunger Fund
100 Montgomery Street	San Francisco	CA	94104	N/A	PC	To provide general operating support.	$125,000
Felton Institute
1500 Franklin Street	San Francisco	CA	94109	N/A	PC	To provide support of community-based services to those with Serious Mental Illness in need of care planning, caregiver support, health system navigation, linkages, and social services.	$50,000
Filipino Advocates for Justice
310 8th St 309	Oakland	CA	94607	N/A	PC	To provide general operating support.	$75,000
First 5 Alameda County
1115 Atlantic Avenue	Alameda	CA	94501	N/A	NC	To support the Director of Pediatric Care Coordination position.	$350,000
First Nations Development Institute
2432 Main Street 2nd Fl	Longmont	CO	80501	N/A	PC	To support the California Tribal Fund's investment in the viability and visibility of California Tribal Nations, communities, and families.	$250,000
First Nations Development Institute
2432 Main Street 2nd Fl	Longmont	CO	80501	N/A	PC	To provide general operating support.	$75,000
First Peoples Fund
706 West Boulevard	Rapid City	SD	57701	N/A	PC	To provide general operating support.	$100,000
Freedom Community Clinic
3215 Telegraph Ave 101	Oakland	CA	94612	N/A	PC	To provide general operating support.	$600,000
Funders for LGBTQ Issues
45 West 36th Street 8th Floor	New York	NY	10018	N/A	PC	To provide general operating support.	$250,000
GLIDE Foundation
330 Ellis Street	San Francisco	CA	94102	N/A	PC	To support the development of a serious illness support program seeking to address inequities among its core service population which primarily consists of BIPOC individuals and families.	$125,000
GoodNation Foundation
100 Crosby Street 301	New York	NY	10012	N/A	PC	To support the One for Democracy project in support of its partnership with Northern California Grantmakers.	$100,000
Grantmakers In Aging
333 Mamaroneck Ave 238	White Plains	NY	10605	N/A	PC	To provide general operating support.	$10,000
Greater Kansas City Community Foundation
1055 Broadway Blvd 130	Kansas City	MO	64105	N/A	PC	To support the Food and Farm Communications Fund.	$250,000
Hana Health
4590 Hana Highway	Hana	HI	96713	N/A	PC	To provide general operating support.	$800,000
Hawai'i Chamber of Commerce Foundation
733 Bishop Street Ste 1200	Honolulu	HI	96813	N/A	PC	To support the Hawai'i Chamber of Commerce's Sector Partnerships project.	$85,000
Hawai'i Community Foundation
827 Fort Street Mall	Honolulu	HI	96813	N/A	PC	To support the Food Resilience Fund.	$500,000
Hawai'i Community Foundation
827 Fort Street Mall	Honolulu	HI	96813	N/A	PC	To support the Promising Minds initiative to increase the healthy development of Hawaii's young children.	$250,000
Hawai'i Community Foundation
827 Fort Street Mall	Honolulu	HI	96813	N/A	PC	To support the Maui Strong Fund.	$650,000
Hawai'i Farmers Union Foundation
PO Box 1532	Kapaa	HI	96746	N/A	PC	To provide general operating support.	$250,000
Hawai'i Good Food Alliance
PO Box 1334	Kaunakakai	HI	96748	N/A	PC	To provide general operating support.	$2,250,000
Hawai'i Peoples Fund
PO Box 4163	Honolulu	HI	96812	N/A	PC	To provide general operating support.	$125,000
Hawai'i Appleseed Center for Law and Economic Just
733 Bishop Street Ste 1180	Honolulu	HI	96813	N/A	PC	To provide general operating support.	$300,000
Hawai'i Association for Infant Mental Health
PO Box 235147	Honolulu	HI	96797	N/A	PC	To provide general operating support.	$300,000
Hawai'i Foodbank Inc
2611 Kilihau Street	Honolulu	HI	96819	N/A	PC	To support the strengthening of local solutions for emergency preparedness.	$195,000
Hawai'i Investment Ready
44-527A Kaneohe Bay Drive	Kaneohe	HI	96744	N/A	PC	To support the ?ina Aloha Economy Fund.	$375,000
Hawai'i Land Trust
126 Queen Street 306	Honolulu	HI	96813	N/A	PC	To provide general operating support.	$500,000
Hawai'i Wildfire Management Organization
65-1279 Kawaihae Road	Waimea	HI	96743	N/A	PC	To provide general operating support.	$200,000
Hawai'i Women in Filmmaking
1050 Queen Street 100	Honolulu	HI	96814	N/A	PC	To provide general operating support.	$100,000
Hawaii Children's Action Network
850 Richards Street 201	Honolulu	HI	96813	N/A	PC	To support the provision of summer meals for K-12 students.	$200,000
Hawaii Public Health Institute
707 Richards Street Ste 300	Honolulu	HI	96813	N/A	PC	To support local food systems advocacy and community engagement.	$60,000
Hawaii Science and Technology Museum
64 Keawe Street	Hilo	HI	96720	N/A	PC	To support the expansion of community outreach to increase STEM awareness and exposure within Hilo and its outlying communities on Hawai'i island.	$100,000
Hawaii Science and Technology Museum
64 Keawe Street	Hilo	HI	96720	N/A	PC	To provide general operating support.	$200,000
Healing Together
5111 Telegraph Avenue 310	Oakland	CA	94609	N/A	PC	To provide general operating support.	$180,000
Honoka'a High and Intermediate School
45-527 Pakalana Street	Honokaa	HI	96727	N/A	GOV	To support the Runway initiative.	$50,000
Honolulu Civil Beat Inc
3650 Waialae Avenue 200	Honolulu	HI	96816	N/A	PC	To provide general operating support.	$250,000
Horizons Unlimited of San Francisco Inc
440 Potrero Avenue	San Francisco	CA	94110	N/A	PC	To provide general operating support.	$200,000
Hospice Maui Inc
400 Mahalani Street	Wailuku	HI	96793	N/A	PC	To support the expansion of palliative care for a new home-based palliative care program serving Maui County, including the islands of Maui, Lanai'i, and Moloka'i.	$695,000
Housing Hawai'i's Future
PO Box 3043	Honolulu	HI	96802	N/A	PC	To provide general operating support.	$75,000
Hui Malama i ke Ala Ulili
PO Box 6	Paauilo	HI	96776	N/A	PC	To provide general operating support.	$350,000
Independent Arts & Media
2830 20th Street Suite 201	San Francisco	CA	94110	N/A	PC	To support the 5 Elements project.	$200,000
Iwikua
9935 Kaumualii Highway	Waimea	HI	96796	N/A	PC	To provide general operating support.	$267,000
Japanese Community Youth Council
2012 Pine Street	San Francisco	CA	94115	N/A	PC	To support renovations of college access programs.	$10,000
Jeweld Legacy Group
1714 Franklin St 100	Oakland	CA	94607	N/A	NC	To support building the capacity of Black, Indigenous and People of Color led community-based organizations in Alameda County through leadership development and technical assistance to be better positioned to apply for Alameda County Public Health Department funding opportunities.	$50,000
JVS - Jewish Vocational Service
225 Bush Street Suite 400	San Francisco	CA	94104	N/A	PC	To provide general operating support.	$400,000
Ka'u-Kea'au-Pahoa Complex Area
16-588 Keaau-Phoa Road Hale E	Keaau	HI	96749	N/A	GOV	To support the College and Community Alliance program.	$49,500
Kalanihale
89-1831 Milolii Road	Captain Cook	HI	96704	N/A	PC	To support educational programming.	$100,000
Kalihi Palama Health Center
915 North King Street	Honolulu	HI	96817	N/A	PC	To provide general operating support.	$500,000
Kapaa High School
4695 Mailihuna Road	Kapaa	HI	96746	N/A	GOV	To provide general operating support.	$100,000
Kaua'i Planning and Action Alliance
2959 Umi Street	Lihue	HI	96766	N/A	PC	To support the Kauai Resilience Project.	$20,000
Kauai Economic Development Board Inc
1824 Haleukana St Bldg 1 - Unit	Lihue	HI	96766	N/A	PC	To support the Kaua'i Creative Technology Center as well as Kauai Economic Development Board staff and board wellness.	$300,000
Kauai Economic Development Board Inc
1824 Haleukana St Bldg 1 - Unit	Lihue	HI	96766	N/A	PC	To support the Waimea High School project's creation of a network of students, teachers, mentors, and community organizations leading to greater educational and economic mobility and growth in the West Kaua'i Complex.	$150,000
KHM International
1820 Kamehameha V Highway	Kaunakakai	HI	96748	N/A	PC	To provide general operating support.	$50,000
Kidango
44000 Old Warm Springs Boulevard	Fremont	CA	94538	N/A	PC	To provide general operating support.	$100,000
Kokua Kalihi Valley Comprehensive Family Services
2239 N School St	Honolulu	HI	96819	N/A	PC	To support the strengthening of local solutions for emergency preparedness.	$75,000
Kukulu Kumuhana O Anahola
P O Box 30891	Anahola	HI	96703	N/A	PC	To provide general operating support.	$200,000
KUPU
677 Ala Moana Blvd Suite 1200	Honolulu	HI	96813	N/A	PC	To support the creation of pathways for postsecondary success in Hawai'i and the broader Pacific through Kupu ?Aina Corps, a program matching displaced workers and recent graduates with jobs and training in natural resource management and sustainable agriculture.	$162,000
KUPU
677 Ala Moana Blvd Suite 1200	Honolulu	HI	96813	N/A	PC	To support the 'Engaging Hawai'i's Families to Inspire and Prepare Students for Futures in Natural Resources initiative.	$50,000
La Clinica de la Raza Inc
1450 Fruitvale Avenue	Oakland	CA	94601	N/A	PC	To provide general operating support.	$50,000
La Cocina
2948 Folsom Street	San Francisco	CA	94110	N/A	PC	To provide general operating support.	$200,000
La Sierra University
4500 Riverwalk Parkway	Riverside	CA	92505	N/A	PC	To support a professional development and advisor wellness program initiative.	$25,000
Lana'i Community Health Center
333 6th Street	Lanai City	HI	96763	N/A	PC	To provide general operating support.	$500,000
Lana'i Academy of Performing Arts Inc
555 Fraser Avenue	Lanai City	HI	96763	N/A	PC	To provide general operating support.	$31,250
Lana'i Culture & Heritage Center
730 Lanai Avenue	Lanai City	HI	96763	N/A	PC	To provide general operating support.	$300,000
Lana'i Kina'ole Inc
PO Box 630805	Lanai City	HI	96763	N/A	PC	To support the purchase and implementation of an electronic health record system.	$50,000
Lanakila Pacific
1809 Bachelot Street	Honolulu	HI	96817	N/A	PC	To support the strengthening of local solutions for emergency preparedness.	$77,000
led better inc
1311 Park Street 600	Alameda	CA	94501	N/A	PC	To support the Energy Convertors? project's core programs and student power-building initiatives.	$75,000
LifeLong Medical Care
2344 Sixth Street	Berkeley	CA	94710	N/A	PC	To increase Lifelong Medical Care's capacity to provide primary palliative to the populations they serve.	$225,000
Longfellow Middle School
1500 Derby Street	Berkeley	CA	94703	N/A	GOV	To support wellness initiative for the Gardening and Cooking program.	$25,000
Lotus Bloom
2800 Park Boulevard	Oakland	CA	94610	N/A	PC	To provide general operating support.	$50,000
Ma Ka Hana Ka'Ike
PO Box 968	Hana	HI	96713	N/A	PC	To provide general operating support.	$200,000
Maika'i Health
670 Ponahawai Street	Hilo	HI	96720	N/A	PC	To support the Laulima program to Improve ?Ohana Engagement initiative.	$50,000
Malama Kauai
PO Box 1414	Kilauea	HI	96754	N/A	PC	To support the strengthening of local solutions for emergency preparedness.	$75,000
Mandela Partners
1364 7th Street c/o Dana Harvey	Oakland	CA	94607	N/A	PC	To support farm relief efforts.	$15,000
Mandela Partners
1364 7th Street c/o Dana Harvey	Oakland	CA	94607	N/A	PC	To provide general operating support.	$200,000
Maui Economic Development Board
1305 North Holopono Street Suite 1	Kihei	HI	96753	N/A	PC	To provide general operating support.	$625,000
Maui Food Bank Inc
760 Kolu Street	Wailuku	HI	96793	N/A	PC	To provide general operating support.	$100,000
Maui Food Bank Inc
760 Kolu Street	Wailuku	HI	96793	N/A	PC	To support the strengthening of local solutions fo	$75,000
Maui Huliau Foundation
PO Box 977	HaikuPauwela	HI	96708	N/A	PC	To provide general operating support.	$75,000
Mental Health America of Hawai'i
1136 Union Mall Suite 208	Honolulu	HI	96813	N/A	PC	To support the Pono Youth Resilience Program.	$200,000
Michelson 20MM Foundation Inc
3000 S Robertson Blvd Suite 105	Los Angeles	CA	90034	N/A	POF	To support the California Student Parent Pooled Fund.	$20,000
Micronesians United - Big Island
PO Box 5451	Hilo	HI	96720	N/A	PC	To support the Pacific Youth Empowerment for Success (PacYES) programming.	$53,000
Mission Neighborhood Centers Inc
362 Capp Street	San Francisco	CA	94110	N/A	PC	To support the Clinica Martin Baro project.	$250,000
Mothers for Mothers Postpartum Justice Project
2342 Shattuck Avenue	Berkeley	CA	94704	N/A	PC	To provide general operating support.	$75,000
Mouna Arts & Cultural Village
85-485A Waianae Valley Road	Waianae	HI	96792	N/A	PC	To provide general operating support.	$25,000
Movement Generation
PO Box 102	Berkeley	CA	94701	N/A	PC	To provide general operating support.	$150,000
Movement Strategy Center
1625 Clay Street FL 6	Oakland	CA	94612	N/A	PC	To support the Career Technical Education Hub Committee project.	$100,000
Movement Strategy Center
1625 Clay Street FL 6	Oakland	CA	94612	N/A	PC	To support the HEAL Food Alliance project.	$500,000
Movement Strategy Center
1625 Clay Street FL 6	Oakland	CA	94612	N/A	PC	To support the Urban Peace Movement project.	$300,000
My Other Brother
2713 Chestnut Street	Oakland	CA	94607	N/A	PC	To provide general operating support.	$300,000
Nalukai Foundation
67 - 1185 Mamalahoa Highway	Waimea	HI	96743	N/A	PC	To provide general operating support.	$350,000
NDN Collective
408 Knollwood Dr	Rapid City	SD	57701	N/A	PC	To provide general operating support.	$100,000
North Bay Jobs with Justice
PO Box 427	Santa Rosa	CA	95402	N/A	PC	To support the Trabajadores de la Tierra program, to strengthen workforce development in climate change adaptation and mitigation.	$200,000
Northeastern University
360 Huntington Avenue	Boston	MA	02115	N/A	PC	To support the Black Reparations Project.	$50,000
Northern California Grantmakers
160 Spear Street Suite 360	San Francisco	CA	94105	N/A	PC	To support their partnership with One For Democracy.	$100,000
Nourish California
1736 Franklin St Suite 550	Oakland	CA	94612	N/A	PC	To provide general operating support.	$375,000
Oakland Communities United for Equity and Justice
4799 Shattuck Avenue	Oakland	CA	94609	N/A	PC	To provide general operating support.	$50,000
Oakland Community Land Trust
101 Broadway Suite 310	Oakland	CA	94607	N/A	PC	To support staffing, program development, and site preparation of three resident-led, scattered site urban farms.	$137,500
Oakland Promise
484 9th St	Oakland	CA	94607	N/A	PC	To support Oakland Promise's College Completion work.	$400,000
Oakland Public Education Fund
520 3rd Street Suite 109	Oakland	CA	94607	N/A	PC	To support the Youth Beat project's capacity building program.	$15,000
Oakland Unified School District
1000 Broadway Ste 450	Oakland	CA	94607	N/A	GOV	To support anti-bias training for the Oakland Unified School District.	$85,000
Oakland Unified School District
1000 Broadway Ste 450	Oakland	CA	94607	N/A	GOV	To support efforts to develop collaborative system, professional development opportunities, and spaces among college and career access organizations to serve all students in Oakland Unified School District high schools.	$260,000
Omprakash
2311 North 45th Street	Seattle	WA	98103	N/A	PC	To support the Lemonada Media project's 10-episode limited series, slated for release in 2023, that will explore youth mental health and wellness.	$2,000
On Lok Day Services
1333 Bush St	San Francisco	CA	94109	N/A	PC	To support the expansion of the Enhanced Care program to make care for seriously ill seniors easily accessible in underserved communities.	$125,000
One Degree
2370 Market St Suite 162	San Francisco	CA	94114	N/A	PC	To provide general operating support.	$300,000
Pearl City High School
2100 Hookiekie Street	Pearl City	HI	96782	N/A	GOV	To support the Charger Mentoring for College and Career Readiness initiative.	$50,000
People's Land Fund
1428 Franklin Street	Oakland	CA	94612	N/A	PC	To provide general operating support.	$1,000,000
Philanthropic Ventures Foundation
1222 Preservation Park Way	Oakland	CA	94612	N/A	PC	To support the Rise East initiative of the Oakland Thrives project.	$100,000
PolicyLink
1438 Webster Street Suite 303	Oakland	CA	94612	N/A	PC	To support the Liberation Ventures project.	$500,000
Prospera
1072 60th Street 3	Oakland	CA	94608	N/A	PC	To provide general operating support.	$25,000
Public Health Institute
555 12th Street Suite 600	Oakland	CA	94607	N/A	PC	To support the long-term sustainability of the Alameda County Care Alliance project.	$75,000
Public Health Institute
555 12th Street Suite 600	Oakland	CA	94607	N/A	PC	To support and expand the Alameda County Care Alliance Project into San Francisco County.	$223,000
Purple Mai'a Foundation
98-820 Moanalua Road 15-547	Aiea	HI	96701	N/A	PC	To support the Food+Policy program of Purple Mai'a.	$250,000
Purple Mai'a Foundation
98-820 Moanalua Road 15-547	Aiea	HI	96701	N/A	PC	To support the FoundHer program.	$500,000
ReWild
PO Box 129	Austin	TX	78767	N/A	PC	To support the Re:Wild Your Campus project.	$100,000
Regents of the University of California
1111 Franklin Street	Oakland	CA	94607	N/A	PC	To support UC Davis's Advisor Resilience initiative.	$22,000
Regents of the University of California at Riversi
900 University Avenue	Riverside	CA	92521	N/A	PC	To support University of California Riverside's Advisor Wellness Program.	$30,000
Roots Community Health Center
9925 International Boulevard	Oakland	CA	94603	N/A	PC	To support the incorporation of a serious illness care lens into the organization's complex care programming so that people living with serious illnesses receive quality and culturally congruent care.	$79,000
Rosales Sisters
484 Lake Park Avenue	Oakland	CA	94610	N/A	PC	To support the Rosales Sisters Scholarship fund.	$25,000
San Diego State University Research Foundation
5500 Campanile Drive	San Diego	CA	92115	N/A	PC	To support the San Diego State University College of Sciences' advising wellness initiative.	$20,000
San Francisco Foundation
One Embarcadero Center Suite 1400	San Francisco	CA	94111	N/A	PC	To support membership in the ReWork the Bay Area for 2022 to 2023.	$150,000
San Francisco Foundation
One Embarcadero Center Suite 1400	San Francisco	CA	94111	N/A	PC	To fund the Stupski Foundation Donor Advised Fund.	$540,000
San Francisco Housing Development Corporation
4439 3rd Street	San Francisco	CA	94124	N/A	PC	To support the In the Black project.	$100,000
San Francisco State University
1600 Holloway Avenue	San Francisco	CA	94132	N/A	GOV	To support the development and implementation of predictive analytics and proactive advising.	$1,137,333
Self-Help for the Elderly
731 Sansome Street Suite 100	San Francisco	CA	94111	N/A	PC	To provide a serious illness care program with a focus on the monolingual Chinese community in San Francisco.	$200,000
Share Our Strength
1030 15th StNW Suite 1100 W	Washington	DC	20005	N/A	PC	To support the expansion of the evidence-based Breakfast After the Bell program in San Francisco and Oakland.	$250,000
Share Our Strength
1030 15th StNW Suite 1100 W	Washington	DC	20005	N/A	PC	To provide general operating support.	$200,000
Sierra Health Foundation Center for Health Program
1321 Garden Highway 210	Sacramento	CA	95833	N/A	PC	To support the Alliance for Boys and Men of Color project.	$50,000
Silicon Valley Community Foundation
2440 West El Camino Real Suite 300	Mountain View	CA	940401498	N/A	PC	To support the Pediatrics Supporting Parents, a committee advised fund.	$100,000
Social & Environmental Entrepreneurs Inc
23564 Calabasas Road Suite 201	Calabasas	CA	91302	N/A	PC	To support the Brown Issues project.	$50,000
Social Good Fund
12651 San Pablo Avenue 5473	Richmond	CA	94805	N/A	PC	To support the BAY-Peace project.	$25,000
Social Good Fund
12651 San Pablo Avenue 5473	Richmond	CA	94805	N/A	PC	To support the Food & Agriculture Action Coalition Toward Sovereignty (FAACTS) project.	$150,000
Sogorea Te' Land Trust
2501 Harrison Street	Oakland	CA	94612	N/A	PC	To provide general operating support.	$400,000
Solidaire Network
1330 Broadway 3rd Floor	Oakland	CA	94612	N/A	PC	To support the Solidarity Philanthropy Book Project Advisory Committee project.	$10,000
Southeast Asian Development Center
166 Eddy Street	San Francisco	CA	94102	N/A	PC	To support educational programming for Southeast Asian students, refugees, and the homeless community in San Francisco's Tenderloin neighborhood.	$10,000
Spark SF Public Schools
135 Van Ness Avenue Room 119	San Francisco	CA	94102	N/A	PC	To support efforts to develop collaborative system, professional development and spaces among college and career access organizations to serve all students in SFUSD high schools.	$1,300,000
SPUR
654 Mission Street	San Francisco	CA	94105	N/A	PC	To support the growth of the multi-year campaign, Making Healthy Food More Affordable: Going from Pilot to Permanent, in order to reduce hunger, secure long-term healthy food access, and improve community health.	$200,000
Sustainable Economies Law Center
1428 Franklin Street	Oakland	CA	94612	N/A	PC	To support the Repaired Nations project's capacity building program.	$50,000
Sustainable Economies Law Center
1428 Franklin Street	Oakland	CA	94612	N/A	PC	To support the Repaired Nations project's wellness initiatives.	$5,000
Sust'ainable Molokai
PO Box 250	Kaunakakai	HI	96748	N/A	PC	To support the strengthening of local solutions for emergency preparedness.	$50,000
Sust'ainable Molokai
PO Box 250	Kaunakakai	HI	96748	N/A	PC	To provide support for the ?Umeke ?Ai project.	$50,000
The Cultural Conservancy
1016 Lincoln Boulevard Building 10	San Francisco	CA	94129	N/A	PC	To provide general operating support.	$100,000
The Food Basket Inc
40 Holomua Street	Hilo	HI	96720	N/A	PC	To support the strengthening of local solutions for emergency preparedness.	$100,000
The Food Basket Inc
40 Holomua Street	Hilo	HI	96720	N/A	PC	To support the Double Up Food Bucks program (DA BUX), which increases healthy and locally grown produce access for SNAP participants and low-income households.	$500,000
The Kohala Center
PO Box 437462	Kamuela	HI	96743	N/A	PC	To provide general operating support.	$350,000
The Regents of the University of California Berke
2195 Hearst Ave 120	Berkeley	CA	94720	N/A	PC	To support the Center for Education Partnerships to expand efforts to provide college access services to most Oakland Unified School District high schools students.	$1,300,000
The Tower Foundation of San Jose State University
One Washington Square 300	San Jose	CA	95112	N/A	PC	To support San Jose State University's Know the Ledge advisor wellness initiative.	$10,000
The UCLA Foundation
10889 Wilshire Boulevard 1100	Los Angeles	CA	90024	N/A	PC	To support wellness initiatives at the UCLA Academic Advancement Program and School of Theater, Film and Television.	$30,000
The University Foundation CA State University Chic
25 Main Street 103	Chico	CA	95929	N/A	PC	To support an advisor training and development program led by California State University Chico.	$20,000
The Women's Foundation of California
1301 Clay Street 71719	Oakland	CA	94612	N/A	PC	To provide general operating support.	$150,000
Thriving in Place
832 Folsom St Fl 9	San Francisco	CA	94107	N/A	PC	To support the San Francisco Palliative Care Work Group project.	$129,000
Tides Center
1012 Torney Avenue	San Francisco	CA	94129	N/A	PC	To support the Arab Resource & Organizing Center project.	$150,000
UC Hastings Foundation
200 McAllister Street	San Francisco	CA	94102	N/A	PC	To support the Center for WorkLife Law in transforming the support provided to pregnant and parenting college students across Hawaii and Northern California project areas.	$400,000
UCSF Benioff Children's Hospitals Foundation
2201 Broadway Suite 600	Oakland	CA	946123017	N/A	PC	To support the Ready! Resilient! Rising! program.	$700,000
Umoja Community Education Foundation
1801 7th street Suite 100	Sacramento	CA	95811	N/A	PC	To provide general operating support.	$250,000
United Way Bay Area
550 Kearny Street Suite 510	San Francisco	CA	94108	N/A	PC	To support the Sparkpoint programs.	$200,000
University of California Berkeley Foundation
1995 University Avenue Ste 401	Berkeley	CA	94704	N/A	PC	To support the Berkeley Food Institute.	$200,000
University of California San Francisco Foundation
2001 The Embarcadero 3rd Floor	San Francisco	CA	94133	N/A	PC	To support the UCSF Black Women's Health & Livelihood Initiative's (BWHLI) Black Wellness Clinic, EMBRACE, and Black Baby Equity Clinic.	$225,000
University of California San Francisco Foundation
2001 The Embarcadero 3rd Floor	San Francisco	CA	94133	N/A	PC	To support the Ready! Resilient! Rising! program.	$302,000
University of Guam Endowment Foundation Inc
303 University Drive	Mangilao	GU	96913	N/A	PC	To support the Mas Brabu advisor wellness initiative at University of Guam.	$30,000
University of Hawai'i Foundation
1810 University Avenue Suite 300	Honolulu	HI	96822	N/A	PC	To support the Hawai'i Afterschool Alliance project's Community Schools Evaluation Plan.	$75,000
University of Hawai'i Foundation
1810 University Avenue Suite 300	Honolulu	HI	96822	N/A	PC	To support the Hawai'i P-20 Partnerships for Education program.	$4,000,000
University of Hawai'i Foundation
1810 University Avenue Suite 300	Honolulu	HI	96822	N/A	PC	To support the Ka Pouhana Wellness Program of University of Hawai'i at Hilo.	$279,000
University of Hawai'i Foundation
1810 University Avenue Suite 300	Honolulu	HI	96822	N/A	PC	To provide a residential summer bridge program at University of Hawai'i - Hilo, offering university credits to Hawai'i Department of Education students on Hawai'i island.	$150,000
University of Hawai'i Foundation
1810 University Avenue Suite 300	Honolulu	HI	96822	N/A	PC	To support the creation of a Student Success Dashboard to increase the amount and quality of data available, enabling faculty and staff to make more data-informed decisions to support student success.	$75,000
University of Hawaii Foundation
1810 University Avenue Suite 300	Honolulu	HI	96822	N/A	PC	To support the University of Hawai'i at Hilo's Ho'olehua advisor wellness program.	$25,000
University of Hawaii Foundation
1810 University Avenue Suite 300	Honolulu	HI	96822	N/A	PC	To provide cash assistance and educational resources for University of Hawai'i students, faculty, and staff who were directly impacted by the 2023 Maui fires.	$1,000,000
University of Nevada Las Vegas Foundation
4505 South Maryland Parkway Box 45	Las Vegas	NV	89154	N/A	PC	To support advisor wellness initiatives at University of Nevada, Las Vegas.	$30,000
Urban Ed Academy
1485 Bayshore Boulevard 317	San Francisco	CA	94124	N/A	PC	To support a capacity building program.	$15,000
Urban League of the Greater San Francisco Bay Area
90 Athol Avenue Apt 3F	Oakland	CA	94606	N/A	PC	To provide general operating support.	$50,000
Urban Tilth
323 Brookside Drive	Richmond	CA	94801	N/A	PC	To provide general operating support.	$400,000
Vietnamese American Community Center of East Bay
655 International Boulevard	Oakland	CA	94606	N/A	PC	To provide general operating support.	$50,000
Visin y Compromiso
1000 Alameda Street Suite 300	Los Angeles	CA	90012	N/A	PC	To support the creation of a Community-based serious illness program for primarily Spanish-speaking Latino communities in Alameda and San Francisco Counties.	$302,500
Wai-anae Community Re-Development Corporation
86-148 Puhawai Rd	Waianae	HI	967920441	N/A	PC	To support the ongoing growth and deepening of the youth education and empowerment programs in MAO's auwai, along with the continued expansion of the farm enterprise through the growth of the edu-preneurial auwai and development of the farm's human capacity.	$100,000
Washington Hospital Foundation
2000 Mowry Avenue	Fremont	CA	94538	N/A	PC	To support palliative care program expansion.	$167,000
West Contra Costa Public Education Fund
1400 Marina Way South	Richmond	CA	94804	N/A	PC	To support the Northern California College Promise Coalition project.	$200,000
Wisdom Circles Oceania
PO Box 573	Kaneohe	HI	96744	N/A	PC	To support the Story Quilt Youth Arts, Creative Community Workers, and Opio Protectors Network programs.	$72,500
WISE Health
5600 3rd Street	San Francisco	CA	94124	N/A	NC	To support work to increase engagement, awareness, and acceptance of serious illness care services in the Black community in San Francisco.	$65,000
Women's Cancer Resource Center
2908 Ellsworth Street	Berkeley	CA	94705	N/A	PC	To provide general operating support.	$50,000
Women's Foundation of the South
401 Saint Joseph Street Suite 2A	New Orleans	LA	70130	N/A	PC	To provide general operating support.	$50,000
Young Invincibles
1025 Connecticut Ave NW Suite 914	Washington	DC	20036	N/A	PC	To provide general operating support.	$200,000
Youth Law Center
832 Folsom Street 700	San Francisco	CA	94107	N/A	PC	To provide general operating support.	$25,000
Youth Spirit Artworks
1740 Alcatraz Avenue	Berkeley	CA	94703	N/A	PC	To provide general operating support.	$152,000
uAspire
6 Liberty Square PMB 98549	Boston	MA	02109	N/A	PC	To provide general operating support.	$250,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$56,379,067	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
10000 Degrees
1650 Los Gamos Road Suite 205	San Rafael	CA	94903	N/A	PC	To support efforts to provide college access services to a majority of students in San Francisco Unified District high schools.	$1,040,000
Agricultural Institute of Marin
2169 Francisco Boulevard East Suit	San Rafael	CA	94901	N/A	PC	To support collaborative efforts in developing farmers markets incubator booths with a focus on elevating BIPOC, women, immigrant, and minority farmers.	$192,500
Alameda Health System Foundation
55 Harrison Street 6th Floor	Oakland	CA	94607	N/A	PC	To support the expansion of palliative care services.	$2,280,000
Black Cultural Zone
8321 International Blvd	Oakland	CA	94621	N/A	PC	To support the conversion of two kitchens in Oakland's Arroyo Viejo Recreation Center into a food hub that will expand economic opportunities, living wage jobs, food security, and healthy food to East Oakland residents.	$200,000
Booker T Washington Community Service Center
800 Presidio Avenue	San Francisco	CA	94115	N/A	PC	To support the development of a community preservation and production kitchen that sources food from primarily Black farmers, and a community store that provides produce, raw ingredients, and meals free of charge.	$200,000
Ceeds of Peace
PO Box 235696	Honolulu	HI	96823	N/A	PC	To support Hawai'i Afterschool Alliance Community Schools Project.	$600,000
Center for Tomorrow's Leaders
677 Ala Moana Boulevard Ste 1100	Honolulu	HI	96813	N/A	PC	To provide general operating support.	$350,000
Collaborative Support Services
720 University Avenue Suite 200	Los Gatos	CA	95032	N/A	PC	To support the development of the Community-Centered Partnership pilot program administered by the Early Childhood Action Strategy program.	$1,275,000
Collaborative Support Services
720 University Avenue Suite 200	Los Gatos	CA	95032	N/A	PC	To support the development of the Community-Based Kindergarten Readiness Continuum program serving Waimanalo and Puna rural communities.	$210,000
Community Youth Center of San Francisco
1038 Post St	San Francisco	CA	94109	N/A	PC	To support the API council project.	$388,000
East Bay Community Foundation
200 Frank H Ogawa Plaza	Oakland	CA	94612	N/A	PC	To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative.	$150,000
Emerging Practitioners in Philanthropy
201 N Union St Suite 110	Alexandria	VA	22314	N/A	PC	To provide general operating support.	$375,000
EPIC 'Ohana Inc
1130 N Nimitz Hwy C210	Honolulu	HI	96817	N/A	PC	To provide general operating support.	$250,000
Hawai'i Chamber of Commerce Foundation
733 Bishop Street Ste 1200	Honolulu	HI	96813	N/A	PC	To support the Hawai'i Chamber of Commerce's Sector Partnerships project.	$85,000
Hawai'i Community Foundation
827 Fort Street Mall	Honolulu	HI	96813	N/A	PC	To support the Promising Minds initiative to increase the healthy development of Hawai'i's young children.	$250,000
Hawai'i Peoples Fund
PO Box 4163	Honolulu	HI	96812	N/A	PC	To provide general operating support.	$125,000
Hawaii Science and Technology Museum
64 Keawe Street	Hilo	HI	96720	N/A	PC	To provide general operating support.	$300,000
Hawaii Science and Technology Museum
64 Keawe Street	Hilo	HI	96720	N/A	PC	To support the expansion of community outreach to increase STEM awareness and exposure within Hilo and its outlying communities on Hawai'i island.	$100,000
Hospice Maui Inc
400 Mahalani Street	Wailuku	HI	96793	N/A	PC	To support the expansion of palliative care for a new home-based palliative care program serving Maui County, including the islands of Maui, Lanai'i, and Moloka'i.	$725,000
Housing Hawai'i's Future
PO Box 3043	Honolulu	HI	96802	N/A	PC	To provide general operating support.	$75,000
Iwikua
9935 Kaumualii Highway	Waimea	HI	96796	N/A	PC	To provide general operating support.	$133,000
Kalanihale
89-1831 Milolii Road	Captain Cook	HI	96704	N/A	PC	To support educational programming.	$100,000
Kalihi Palama Health Center
915 North King Street	Honolulu	HI	96817	N/A	PC	To provide general operating support.	$1,000,000
Kidango
44000 Old Warm Springs Boulevard	Fremont	CA	94538	N/A	PC	To provide general operating support.	$100,000
Kukulu Kumuhana O Anahola
P O Box 30891	Anahola	HI	96703	N/A	PC	To provide general operating support.	$100,000
KUPU
677 Ala Moana Blvd Suite 1200	Honolulu	HI	96813	N/A	PC	To support the creation of pathways for postsecondary success in Hawai'i and the broader Pacific through Kupu Aina Corps, a program matching displaced workers and recent graduates with jobs and training in natural resource management and sustainable agriculture.	$38,000
Lana'i Academy of Performing Arts Inc
555 Fraser Avenue	Lanai City	HI	96763	N/A	PC	To provide general operating support.	$93,750
Lana'i Kina'ole Inc
PO Box 630805	Lanai City	HI	96763	N/A	PC	To support the purchase and implementation of an electronic health record system.	$100,000
led better inc
1311 Park Street 600	Alameda	CA	94501	N/A	PC	To support the Energy Convertors' project's core programs and student power-building initiatives.	$225,000
LifeLong Medical Care
2344 Sixth Street	Berkeley	CA	94710	N/A	PC	To increase Lifelong Medical Care's capacity to provide primary palliative to the populations they serve.	$675,000
Ma Ka Hana Ka Ike
PO Box 968	Hana	HI	96713	N/A	PC	To provide general operating support.	$600,000
Maui Economic Development Board
1305 North Holopono Street Suite 1	Kihei	HI	96753	N/A	PC	To provide general operating support.	$375,000
Maui Huliau Foundation
PO Box 977	HaikuPauwela	HI	96708	N/A	PC	To provide general operating support.	$325,000
Micronesians United - Big Island
PO Box 5451	Hilo	HI	96720	N/A	PC	To support the Pacific Youth Empowerment for Success (PacYES) programming.	$197,000
Oakland Unified School District
1000 Broadway Ste 450	Oakland	CA	94607	N/A	GOV	To support efforts to develop collaborative systems, professional development opportunities, and spaces among college and career access organizations to serve all students in Oakland Unified School District high schools.	$1,040,000
Public Health Institute
555 12th Street Suite 600	Oakland	CA	94607	N/A	PC	To support and expand the Alameda County Care Alliance Project into San Francisco County.	$227,000
Self-Help for the Elderly
731 Sansome Street Suite 100	San Francisco	CA	94111	N/A	PC	To provide a serious illness care program with a focus on the monolingual Chinese community in San Francisco.	$200,000
Social Good Fund
12651 San Pablo Avenue 5473	Richmond	CA	94805	N/A	PC	To support the BAY-Peace project.	$75,000
SPUR
654 Mission Street	San Francisco	CA	94105	N/A	PC	To support the growth of the multi-year campaign, Making Healthy Food More Affordable: Going from Pilot to Permanent, in order to reduce hunger, secure long-term healthy food access, and improve community health.	$200,000
The Education Trust
1501 K St NW Suite 200	Washington	DC	20005	N/A	PC	To provide general operating support.	$400,000
University of California San Francisco Foundation
2001 The Embarcadero 3rd Floor	San Francisco	CA	94133	N/A	PC	To support the UCSF Black Women's Health & Livelihood Initiative's (BWHLI) Black Wellness Clinic, EMBRACE, and Black Baby Equity Clinic.	$511,000
University of Hawai'i Foundation
1810 University Avenue Suite 300	Honolulu	HI	96822	N/A	PC	To support the launching of Kahuaola, Hawai'i Community College's one-stop basic needs center that will offer a comprehensive approach to providing cross-campus support and services to students at Hawai'i Community College.	$200,000
University of Hawai'i Foundation
1810 University Avenue Suite 300	Honolulu	HI	96822	N/A	PC	To support the revision of current practices and policies to create a strategic, system-wide financial aid system that is targeted, transparent, timely, and accessible to prospective and enrolled students to alleviate financial barriers for University of Hawai?i Community College students.	$200,000
University of Hawai'i Foundation
1810 University Avenue Suite 300	Honolulu	HI	96822	N/A	PC	To support the creation of the first ever system-wide University of Hawai?i Financial Assistance and Basic Needs Virtual Cafe (Virtual Basic Needs Cafe) to connect UH students to all basic needs services and resources.	$250,000
Visin y Compromiso
1000 Alameda Street Suite 300	Los Angeles	CA	90012	N/A	PC	To support the creation of a Community-based serious illness program for primarily Spanish-speaking Latino communities in Alameda and San Francisco Counties.	$302,500
Wai-anae Community Re-Development Corporation
86-148 Puhawai Rd	Waianae	HI	967920441	N/A	PC	To support the ongoing growth and deepening of the youth education and empowerment programs in MAO's auwai, along with the continued expansion of the farm enterprise through the growth of the edu-preneurial auwai and development of the farm's human capacity.	$100,000
Washington Hospital Foundation
2000 Mowry Avenue	Fremont	CA	94538	N/A	PC	To support palliative care program expansion.	$333,000
Wisdom Circles Oceania
PO Box 573	Kaneohe	HI	96744	N/A	PC	To support the Story Quilt Youth Arts, Creative Community Workers, and Opio Protectors Network programs.	$217,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$17,488,250	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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,873,587	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)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	-$69,700	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$7,024,708	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	OTHER INVESTMENT INCOME	Desc
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$336,699	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$266,999	UnrelatedBusinessTaxblIncmAmt
Exclusion	$11,898,295	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$12,165,294	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREPARATION FEES	$179,855	$58,332	$58,332
AUDIT FEES	$80,143	$40,072	$40,071

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	SEE ATTACHMENT M	Desc
Amt	$500,000	Amt

Depreciation Schedule DepreciationSchedule

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$146,620,665	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$146,620,665	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (53 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ABRAMS CAPITAL PARTNERS II	$1,612,731	$2,022,675
ACACIA PARTNERS LP	$18,564	$18,564
AMERICAN STEADFAST	$1,197,956	$1,197,956
BAKER BROTHERS LIFE SCIENCES	$3,355,320	$3,355,320
BAUPOST VALUE PARTNERS I	$2,007,941	$2,007,941
BAUPOST VALUE PARTNERS II	$4,039,901	$4,039,901
BRACEBRIDGE BIL LTD
BROOKSIDE CAYMAN LTD	$989	$989
CANYON VALUE ESG CREDIT FUND C
CENTERBRIDGE CAPITAL PARTNERS	$26,350	$164,132
CEVIAN CAPITAL II LTD	$2,717,442	$2,717,442
DRAWBRIDGE SPECIAL OPPORTUNITI	$10,028,912	$11,249,304
EIF UNITED STATES POWER FUND I	$184,352	$352,895
EMG ASCENT 2016 EQUITY LP	$113,389	$225,669
ENERGY AND MINERAL GROUP II	$1,174,045	$2,125,046
FARALLON CAPITAL F5 INVESTORS
FARALLON CAPITAL INSTITUTIONAL	$25,393	$165,356
FARALLON CAPITAL PARTNERS	$76,557	$462,425
FIRST RESERVE FUND XI LP	$521	$521
FORTRESS CREDIT OPPORTUNITIES
FUND A LP	$44,739	$60,546
FORTRESS CREDIT OPPORTUNITIES
FUND II B LP	$69,943	$103,020
GENERATION CLIMATE SOLUTIONS F	$21,560	$89,163
GOLDEN GATE CAPITAL II LLC	$12,658	$12,658
GOLDEN GATE CAPITAL ANNEX FUND
GS MOUNT KELLETT CAPITAL PARTN
HCIF OFFSHORE LP	$1,105,235	$1,105,235
HCP CHINA PE 2009 FEEDER CAYMA	$966,350	$1,630,598
HCP ENERGY AND NATURAL RESOURC	$182,814	$283,209
HCP PRIVATE EQUITY V LP	$410,050	$662,548
HCP PRIVATE EQUITY FUND VI LP	$596,254	$1,012,187
HCP PRIVATE EQUITY FUND VII LP	$825,759	$1,428,268
HCP REAL ESTATE FUND	$136,796	$232,595
HCP SPECIAL OPPORTUNITIES OFFS	$846,008	$1,528,019
HCP WPPE X INVESTORS LLC	$42,841	$42,841
JC FLOWERS III B LP	$58,046	$113,763
JC FLOWERS III LP	$88,547	$173,448
KOHLBERG TE INVESTORS IV LP
LONE CASCADE LP	$13,228,340	$13,228,340
LUXOR CAPITAL PARTNERS OFFSHOR	$67,091	$444,947
MOUNT KELLETT I GS	$32,057	$32,057
MOUNT KELLETT CAPITAL PARTNERS	$64,800	$105,925
ROCKPOINT REAL ESTATE FUND III	$4,819	$43,164
SAIF III LP	$809,936	$1,640,206
SHORENSTEIN INVESTMENT PARTNER
VIII	$218,002	$1,058,600
SHORENSTEIN INVESTMENT PARTNER
IX	$7,628	$7,628
TACONIC OPPORTUNITY OFFSHORE F
TENASKA PF II LP	$7,348	$7,348
TPG BIOTECHNOLOGY III	$563,671	$936,769
VARDE FUND XII A FEEDER LP	$150,425	$1,013,492

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REVIEW OF CONTRACTS
AND AGREEMENTS	$105,503	$131,995

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (12 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
INTEREST/DIVIDEND RECEIVABLE	$80,114	$329,050	$329,050
INVESTMENT RECEIVABLE	$26,329,987	$882,221	$882,221
OTHER RECEIVABLE	$0	$308	$308
PROGRAM RELATED INVESTMENT	$205,549	$3,137,917	$3,137,917
EXCISE AND UBTI TAX RECEIVABLE	$197,034	$291,305	$291,305
LOAN-CNOTE	$1,500,000
LOAN-LIIF	$1,565,423
LOAN-RSF SOCIAL INVESTMENTS	$0	$200,000	$200,000
BENEFICIAL INTEREST IN CRT	$1,162,293
BENEFICIAL INTEREST IN JLST	$21,112,532	$21,081,399	$21,081,399
BENEFICIAL INTEREST IN MT	$1,265,709
RIGHT-OF-USE ASSET	$3,313,546	$2,577,202	$2,577,202

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS ON INVESTMENTS	Desc
Amt	$9,688,943	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANTS MANAGEMENT AND
CONSULTATION	$1,837,117	$50,877	$1,734,746
INSURANCE	$63,646	$4,137	$59,509
MATERIAL AND SUPPLIES	$26,296	$1,667	$28,602
MEDIA AND MEMBERSHIP	$461,880	$30,013	$436,867
SCH K-1 PARTNERSHIP EXPENSES	$0	$918,465
INFORMATION TECHNOLOGY	$198,011	$12,624	$188,704
OPERATING EXPENSES	$110,071	$6,977	$106,473
TELEPHONE	$48,651	$3,084	$45,567

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER SCH K-1 PARTNERSHIP INCOME	Desc
Revenue And Expenses Per Books	$0	RevenueAndExpensesPerBooksAmt
Net Investment Income	$1,073,460	NetInvestmentIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDesc
CAFETERIA PLAN
401(K) PLAN
UNITRUST PAYMENT

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT SERVICES	$363,297	$363,297
OTHER PROFESSIONAL FEES	$331,703	$132	$331,038

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE & UBTI TAX	$237,172
FOREIGN TAX PAID		$58,635