LISA STONE PRITZKER FAMILY FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LISA STONE PRITZKER FAMILY FUND (EIN 83-3415647)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349106241
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:40:52-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EMBARCADERO CENTER SUITE 2410 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833415647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA STONE PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O FRANK RIMERMAN CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 4154391144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL RD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943041216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA STONE PRITZKER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4154391144 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASMINE D BERJIKLY | PreparerPersonNm |
| PTIN | P00537258 | PTIN |
| Phone | 4154391144 | 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 | $43,609,434 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,217 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,217 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $400,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $400,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$501,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,500,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $102,419 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102,419 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $526,688 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $317,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $238,481 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $58,965 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $29,482 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $40,057 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,043 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $540 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38,178 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,528 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $134,890 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,689 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,294 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,198 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $136,099 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,289 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $819,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,367 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $375,728 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,166,268 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,785,434 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,986,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,367 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,161,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,960,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,617,500 | CashBOYAmt |
| Cash EOY | $377,961 | CashEOYAmt |
| Cash EOYFMV | $377,961 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,947,454 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,704,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,704,483 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,443,824 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,808,102 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,808,102 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $21,835,406 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,718,888 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,718,888 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $41,844,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,609,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,609,434 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,233 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,558 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,055,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,435,834 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,060,233 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,458,392 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,783,951 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $40,151,042 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,783,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,151,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,844,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,609,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,783,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,960,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,327,751 | OtherIncreasesAmt |
| Subtotal | $40,151,042 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,151,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| FROM PASSTHROUGH | P | 2023-01-01 | 2023-12-31 | $15,013 | -$15,013 | -$15,013 | |
| FROM PASSTHROUGH | P | 2023-01-01 | 2023-12-31 | $306,278 | -$306,278 | -$306,278 | |
| PUBLIC SECURITIES | P | 2021-01-01 | 2023-12-31 | $2,680,021 | -$180,021 | -$180,021 | $2,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$501,312 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,230 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,230 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,613 | 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 | $39,613 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,383 | OverpaymentAmt |
| Applied To ES Tax | $35,383 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LSPFF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA S PRITZKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154391144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LISA S PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| SAMUEL PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | SECRETARY, AUDIT COMMITTEE | 1.00 | $0 | $0 | $0 |
| ABIGAIL PORTH | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | CFO | 40.00 | $317,975 | $40,057 | $0 |
| NOAH PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | |||||
| 1 MARITIME PLZ 6TH FLOOR | SAN FRANCISCO | CA | 94111 | INVESTMENT MANAGEMENT | $85,850 |
| FRANK RIMERMAN & CO LLP | |||||
| 60 SOUTH MARKET ST SUITE 500 | SAN JOSE | CA | 95113 | ACCOUNTING | $76,355 |
| 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 | $16,687,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,646,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,849,648 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,184,038 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,184,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $647,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,536,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,126,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,126,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,230 | TotalTaxAmt |
| Distributable Before Adj | $2,122,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,122,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,122,584 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,161,162 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,161,162 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,122,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $546,284 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $613,484 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $713,545 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,015,557 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,888,870 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,161,162 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,122,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,038,578 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,927,448 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,927,448 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $546,284 | ExcessFromYear4Amt |
| Excess From Year3 | $613,484 | ExcessFromYear3Amt |
| Excess From Year2 | $713,545 | ExcessFromYear2Amt |
| Excess From Year1 | $1,015,557 | ExcessFromYear1Amt |
| Excess From Current Year | $1,038,578 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA S PRITZKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL CHICAGO | ||||||
| 651 W WASHINGTON SUITE 504 | CHICAGO | IL | 60661 | PC | TO SUPPORT THE ALAN STONE LEARNING CENTER AND ALL CHICAGO EVENTS. | $70,000 |
| ALONZO KING LINES BALLET | ||||||
| 26 SEVENTH STREET 5TH FLOOR | SAN FRANCISCO | CA | 94103 | PC | TO SUPPORT ARTISTS AND PRESENT PROGRAMS THAT EXEMPLIFY THE COMPANY'S ARTISTIC VISION. | $75,000 |
| AMERICAN ACADEMY OF DERMATOLOGY | ||||||
| 9500 W BRYN MAWR AVENUE SUITE 500 | CHICAGO | IL | 60018 | PC | TO PROMOTE LEADERSHIP IN DERMATOLOGY AND EXCELLENCE IN PATIENT CARE THROUGH EDUCATION, RESEARCH, AND ADVOCACY | $500 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | ||||||
| 122 E 42ND ST 4507 | NEW YORK | NY | 10168 | PC | TO SUPPORT THE WORLD-CLASS ISRAEL PHILHARMONIC ORCHESTRA, CELEBRATING ISRAEL, CULTURE AND ART. | $10,000 |
| AMERICAN JEWISH WORLD SERVICE | ||||||
| 131 STEUART STREET SUITE 200 | SAN FRANCISCO | CA | 94105 | PC | TO REALIZE HUMAN RIGHTS AND END POVERTY IN THE DEVELOPING WORLD. | $15,000 |
| AMERICAN JOINT DISTRIBUTION COMMITTEE | ||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | PC | TO PROVIDE AID TO VULNERABLE JEWS, CULTIVATE A JEWISH FUTURE, CREATE OPPORTUNITY FOR ALL ISRAELIS, RESCUE JEWS IN DANGER, AND RESPOND TO GLOBAL CRISIS. | $90,000 |
| AT THE WELL PROJECT | ||||||
| 5007 PROVIDENCE ROAD 111 | CHARLOTTE | NC | 28226 | PC | TO PROVIDE A VIBRANT JEWISH COMMUNITY FOR YOUNG ADULTS BY SUPPORTING LEADERS IN THEIR 20S. | $10,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | PC | TO SUPPORT FRENCH AND UKRAINIAN PARTICIPANTS ON BIRTHRIGHT JOURNEYS AND STIPENDS. | $25,000 |
| BLACK BABY EQUITY PROJECT | ||||||
| 747 52ND STREET | OAKLAND | CA | 94609 | PC | TO SUPPORT ANTI-RACIST AND TRAUMA-INFORMED CLINICAL INTERVENTIONS SO ALL OUR CHILDREN THRIVE | $50,000 |
| CALIFORNIA CHILDREN'S TRUST (NVF) | ||||||
| 1828 L STREET NW SUITE 300A | WASHINGTON | DC | 20036 | PC | TO SUPPORT REINVENTING OUR STATE'S APPROACH TO CHILDREN'S SOCIAL, EMOTIONAL, AND DEVELOPMENTAL HEALTH | $50,000 |
| CALIFORNIA PARTNERS PROJECT | ||||||
| ONE LOMBARD STREET NO 305 | SAN FRANCISCO | CA | 94806 | PC | CHAMPIONS GENDER EQUITY ACROSS THE STATE | $83,334 |
| CALMATTERS | ||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | PC | TO SUPPORT THE FILLING OF THE GAP LEFT BY A SHIRNKING PRESS CORPS. | $5,000 |
| CENTER FOR AMERICAN PROGRESS | ||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | PC | TO IMPROVE THE LIVES OF ALL AMERICANS, THROUGH BOLD, PROGRESSIVE IDEAS, AS WELL AS LEADERSHIP. | $50,000 |
| CENTER FOR HEALTHY MINDS | ||||||
| 625 W WASHINGTON AVE | MADISON | WI | 53703 | PC | TO CULTIVATE WELL-BEING AND RELIEVE SUFFERING THROUGH A SCIENTIFIC UNDERSTANDING OF THE MIND | $40,000 |
| CENTER FOR WHOLE CHILD EDUCATION AT ARIZONA STATE UNIVERSITY | ||||||
| PO BOX 871811 | TEMPE | AZ | 85287 | PC | TO SUPPORT CREATING EQUITABLE LEARNING ENVIRONMENTS, EVERYWHERE KIDS LEARN, BY APPLYING PRINCIPLES FROM THE SCIENCE OF LEARNING AND DEVELOPMENT | $40,000 |
| CHRONICLE SEASON OF SHARING | ||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | PC | TO PROVIDE ASSISTANCE TO STRENGTHEN THE STABILITY OF A FAMIY IN CRISIS. | $25,000 |
| COLLEGE TRACK | ||||||
| 483 9TH STREET SUITE 200 | OAKLAND | CA | 94607 | PC | TO SUPPORT STUDENTS EARNING A COLLEGE DEGREE AND DISRUPT HISTORIC INJUSTICES, RACISM, AND SYSTEMIC OPPRESSION | $5,000 |
| COMMON SENSE MEDIA | ||||||
| 650 TOWNSEND STREET SUITE 435 | SAN FRANCISCO | CA | 94103 | PC | TO CALL ATTENTION TO THE OUTSIZED INFLUENCE OF MEDIA AND TECH ON KIDS' LIVES AND TO EMPOWER FAMILIES. | $5,000 |
| COMPASS FAMILY SERVICES | ||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | PC | TO PROVIDE SUPPORT OF THE HOMELESS AND AT-RISK FAMILIES BECOME STABLY HOUSED, EMOTIONALLY AND PHYSICALLY HEALTHY. | $2,500 |
| CONGREGATION EMANU-EL | ||||||
| 2 LAKE STREET | SAN FRANCISCO | CA | 94118 | PC | TO CONNECTING MEMBERS WITH THEIR JUDAISM AND HISTORY AT THE HIGHEST LEVEL AND BRINGING JEWISH VALUES TO LIFE IN MEANINGFUL AND INSPIRING WAYS. | $100,000 |
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | ||||||
| 1801 VICENTE STREET | SAN FRANCISCO | CA | 94116 | PC | TO AID FAMILIES WHO ARE STRUGGLING WITH MENTAL HEALTH CHALLENGES, ACHIEVE THEIR POTENTIAL. | $5,000 |
| EPACENTER | ||||||
| 1950 BAY ROAD | EAST PALO ALTO | CA | 94303 | PC | TO SUPPORT CREATIVE YOUTH DEVELOPMENT CENTER IN EAST PALO ALTO THAT AMPLIFIES THE CREATIVE POTENTIAL. | $15,000 |
| EVERY MOTHER COUNTS | ||||||
| 180 VARICK STREET ROOM 1116 | NEW YORK | NY | 100145434 | PC | WORK TO MAKE PREGNANCY AND CHILDBIRTH SAFE FOR EVERYONE, EVERYWHERE. | $5,000 |
| FAMILY HOUSE INC | ||||||
| 540 MISSION BAY BOULEVARD NORTH | SAN FRANCISCO | CA | 94610 | PC | TO HOUSE INDIVIDUALS IN NEED | $5,000 |
| FOUNDATION FOR ART IN EMBASSIES (FAPE) | ||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | PC | TO PROVIDE PERMANENT WORKS OF AMERICAN ART FOR U.S. EMBASSIES WORLDWIDE | $5,000 |
| FUTURES WITHOUT VIOLENCE | ||||||
| 100 MONTGOMERY STREET | SAN FRANCISCO | CA | 94158 | PC | TO PIONEER NEW STRATEGIES TO END VIOLENCE AGAINST WOMEN AND CHILDREN AT HOME AND ABROAD | $50,000 |
| HAWAI'I COMMUNITY FOUNDATION | ||||||
| 444 HANA HWY SUITE 201 | KAHULUI | HI | 96732 | PC | TO SUPPORT MAUI STRONG FUND EMERGENCY RESPONSE AND RELIEF | $10,000 |
| HEALTHY BIRTH DAY INC | ||||||
| 1820 NW 118TH STREET SUITE 220 | CLIVE | IA | 50325 | PC | TO SUPPORT THE PREVENTION OF STILLBIRTHS AND PREVENTABLE POOR BIRTH OUTCOMES | $10,000 |
| HOMELESS PRENATAL PROGRAM | ||||||
| ONE LOMBARD STREET STE 303 | SAN FRANCISCO | CA | 94612 | PC | TO CHAMPION GENDER EQUITY ACROSS THE STATE AND ENSURE OUR STATE'S MEDIA AND TECHNOLOGY INDUSTRIES | $7,500 |
| HONEYMOON ISRAEL FOUNDATION | ||||||
| 1417 MAYSON STREET NE | ATLANTA | GA | 30324 | PC | TO PROVIDE IMMERSIVE TRIPS TO ISRAEL FOR LOCALLY BASED COHORTS OF COUPLES THAT HAVE AT LEAST ONE JEWISH PARTNER. | $36,000 |
| IKAR | ||||||
| 1737 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | PC | TO SUPPORT INSPIRED PEOPLE ACROSS THE RELIGIOUS SPECTRUM. | $35,000 |
| IMPACT ASSETS | ||||||
| 4340 EAST-WEST HIGHWAY 202 | BETHESDA | MD | 94111 | PC | TO SUPPORT THE PROGRAMS AND ACTIVITIES OF THE LIVING LIST WOMEN IMPACT FUND | $50,000 |
| IMPACT ISRAEL | ||||||
| 4340 EAST-WEST HIGHWAY 202 | BETHESDA | MD | 94111 | PC | TO SUPPORT THE PROGRAMS AND ACTIVITIES OF YEMIN ORDE WINGATE YOUTH VILLAGE | $40,000 |
| INTERNATIONAL MEDICAL CORPS | ||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | TO DELIVER EMERGENCY MEDICAL AND RELATED SERVICES TO THOSE AFFECTED BY CONFLICT, DISATER, AND DISEASE. | $7,500 |
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | ||||||
| PO BOX 61227 | PALO ALTO | CA | 20814 | PC | TO PROVIDE IMMEDIATE DISASTER RESPONSE AND LONG-TERM SUPPORT TO COMMUNITIES AFFECTED BY NATURAL DISASTER, DISEASE AND CIVIL UPHEAVAL | $100,000 |
| J WEEKLY | ||||||
| 225 BUSH STREET STE 480 | SAN FRANCISCO | CA | 94104 | PC | TO SUPPORT A WEEKLY PRINT NEWSPAPER IN NORTHERN CALIFORNIA. | $17,000 |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | ||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PC | TO BRING PEOPLE TOGETHER TO EXPLORE, CONNECT, AND FLOURISH. | $10,000 |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | PC | PURSUING A JUST SOCIETY AND A SECURE JEWISH FUTURE. | $60,000 |
| JEWISH FILM INSTITUTE | ||||||
| 145 NINTH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | PC | TO INSPIRE COMMUNITIES IN SAN FRANCISCO AND AROUND THE WORLD TO EXPAND THEIR UNDERSTANDING OF JEWISH LIFE THROUGH FILM, MEDIA, AND DIALOGUE. | $50,000 |
| JEWISH FUNDERS NETWORK | ||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | PC | TO SUPPORT THE GROWTH IN SIZE AND IMPACT OF JEWISH PHILANTHROPY. | $10,000 |
| JEWISH PARTISAN EDUCATIONAL FOUNDATION | ||||||
| 2266 CALIFORNIA STREET | SAN FRANCISCO | CA | 94115 | PC | TO SUPPORT DEVELOPING AND DISTRIBUTING EFFECTIVE EDUCATIONAL MATERIALS ABOUT THE JEWISH PARTISANS AND THEIR LIFE LESSONS, BRINGING THE CELEBRATION OF HEROIC RESISTANCE AGAINST TYRANNY INTO EDUCATIONAL AND CULTURAL ORGANIZATIONS | $2,000 |
| JEWISH VOCATIONAL SERVICE | ||||||
| 225 BUSH STREET STE 400 | SAN FRANCISCO | CA | 94104 | PC | JVS TRANSFORMS LIVES BY HELPING PEOPLE BUILD SKILLS AND FIND WORK TO ACHIEVE SELF-SUFFICIENCY. | $50,000 |
| KQED | ||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PC | TO PROVIDE PUBLIC RADIO, TELEVISON, AND INDEPENDENT REPORTING ON ISSUES THAT MATTER TO THE BAY AREA. | $50,000 |
| LAVA MAE | ||||||
| 1701 MONARCH ST STE 200 | ALAMEDA | CA | 94306 | PC | TO CHANGE THE WAY THE WORLD SEES AND SERVES OUR UNHOUSED NEIGHBORS | $5,000 |
| LIFE LEARNING ACADEMY | ||||||
| 651 8TH STREET | SAN FRANCISCO | CA | 94130 | PC | TO SUPPORT A PUBLIC CHARTER HIGH SCHOOL SERVING BAY AREA STUDENTS SEEEKING AN ALTERNATIVE TO LARGE PUBLIC HIGH SCHOOLS. | $15,000 |
| LOST WOMEN IN SCIENCE INITIATIVE | ||||||
| 656 DOUGLASS STREET | SAN FRANCISCO | CA | 94114 | PC | TO SUPPORT INSPIRING GIRLS AND YOUNG WOMEN, ESPECIALLY THOSE FROM COMMUNITIES CHRONICALLY UNDERREPRESENTED IN THE STEM PROFESSIONS, TO EMBARK ON CAREERS IN STEM | $5,000 |
| MINDFUL LIFE PROJECT | ||||||
| 1001 CANAL BLVD | RICHMOND | CA | 94801 | PC | TO SUPPORT THE MENTAL AND EMOTIONAL WELLNESS OF STUDENTS, TEACHERS, STAFF, LEADERS, AND FAMILIES THROUGH MINDFULNESS PROGRAMMING | $5,000 |
| MUSEUM OF AFRICAN DIASPORA | ||||||
| 685 MISSION STREET | SAN FRANCISCO | CA | 94105 | PC | TO SUPPORT BLACK CULTURES, IGNITE CHALLENGING CONVERSATIONS, AND INSPIRE LEARNING THROUGH THE GLOBAL LENS OF THE AFRICAN DIASPORA. | $15,000 |
| NEW ISRAEL FUND | ||||||
| 2503 CLAY ST | SAN FRANCISCO | CA | 94115 | PC | TO BUILD A STRONGER DEMOCRACY IN ISRAEL, ROOTED IN THE VALUES OF EQUALITY. | $3,600 |
| ONE MIND | ||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | PC | TO SUPPORT BUILDING MENTALLY HEALTHY CULTURES, IMPROVING THE DESIGN OF WORKPLACES TO BENEFIT INDIVIDUALS AND TEAMS, GROWING ACCESS TO MENTAL HEALTH SERVICES AND SUPPORT, AND ENGAGING IN INNOVATION. | $5,000 |
| ONETABLE | ||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | PC | EMPOWERS PEOPLE WHO DON'T HAVE A CONSISTENT SHABBAT DINNER PRACTICE. | $10,000 |
| OUTWARD BOUND | ||||||
| PO BOX 29632 THE PRESIDIO | SAN FRANCISCO | CA | 94129 | PC | TO DELIVER CHALLENGING OUTDOOR ADVENTURE PROGRAMS FOR PEOPLE OF ALL AGES AND WALKS OF LIFE. | $5,000 |
| PEER HEALTH EXCHANGE | ||||||
| PO BOX 22375 | PASADENA | CA | 911852375 | PC | TO SUPPORT AND BULD HEALTHIER COMMUNITIES WITH THE YOUNG PEOPLE. | $50,000 |
| PLANNED PARENTHOOD OF NORTHERN CALIFORNIA | ||||||
| 2185 PACHECO STREED | CONCORD | CA | 94520 | PC | TO SUPPORT VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF PEOPLE WORLDWIDE. | $10,000 |
| PROJECT HEALTHY MINDS | ||||||
| PO BOX 1221 | NEW YORK | NY | 10018 | PC | TO BUILD A MORE SUPPORTIVE WORLD FOR THOSE WITH MENTAL HEALTH CONDITIONS. | $75,000 |
| REBOOT INC | ||||||
| 734 LONGMEADOW STREET NO 10 | LONGMEADOW | MA | 94612 | PC | TO FACILITATE IN ADDRESSING INDIVIDUAL'S QUESTIONS AND CONCERNS REGARDING JEWISH IDENTITY, COMMUNITY AND MEANING | $12,000 |
| REPRODUCTIVE FREEDOM FOR ALL | ||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | PC | TO FIGHT FOR ACCESS TO ABORTION, BIRTH CONTROL, PAID PARENTAL LEAVE, AND PROTECTIONS FROM PREGNANCY DISCRIMINATION. | $5,000 |
| SAFE & SOUND | ||||||
| 246 FIFTH AVENUE SUITE 420 | NEW YORK | NY | 10001 | PC | BUILD A FUTURE WITH SAFE KIDS, STRONG FAMILIES & SOUND COMMUNITIES. | $50,000 |
| SAN FRANCISCO FREE CLINIC | ||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | PC | TO PROVIDE FREE, ACCESSIBLE MEDICAL TREATMENT TO THE UNINSURED WHILE PROVIDING PRIMARY CARE. | $5,000 |
| SAN FRANCISCO GENERAL HOSPITAL | ||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 01106 | PC | TO SUPPORT AND FUND EXCELLENCE IN PATIENT CARE | $315,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||
| 235 MONTGOMERY STREET SUITE 760 | SAN FRANCISCO | CA | 94104 | PC | TO SHARE ART AND THE CREATIVE PROCESS TO OPEN MINDS AND HELP BUILD A BETTER WORLD. | $100,000 |
| SAN FRANCISCO PARKS ALLIANCE | ||||||
| 1074 FOLSOM STREET | SAN FRANCISCO | CA | 94103 | PC | TO CHAMPION, TRANSFORM AND ACTIVATE PARKS AND PUBLIC SPACES THROUGHOUT THE CITY | $15,000 |
| SAN FRANCISCO SYMPHONY | ||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PC | TO PROVIDE MUSIC EDUCATION FOR EVERYBODY. | $25,000 |
| SF SPECIAL EVENTS COMMITTEE | ||||||
| 601 VAN NESS AVE E240 | SAN FRANCISCO | CA | 94102 | PC | TO PLAN, SUPPORT AND IMPLEMENT SAN FRANCISCO CITY AND COUNTY-RELATED SPECIAL EVENTS THAT HAVE CIVIC OR CULTURAL IMPORTANCE | $35,000 |
| SFJAZZ | ||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | PC | TO SUPPORT ARTISTS AND MUSIC THAT HAS BEEN INFLUENCED BY JAZZ THROUGH CREATION, PRESENTATION, AND EDUCATION | $30,000 |
| SGA YOUTH & FAMILY SERVICES | ||||||
| 11 E ADAMS SUITE 240 | CHICAGO | IL | 60603 | PC | TO HELP CHILDREN, FAMILIES, AND COMMUNITIES FACING GREAT CHALLENGES TO REALIZE THEIR POTENTIAL. | $2,500 |
| SPUR | ||||||
| 654 MISSION STREET | SAN FRANCISCO | CA | 941054015 | PC | TO SUPPOT THE DEVELOPMENT OF SOLUTIONS TO PROBLEMS LARGE CITIES FACE | $12,000 |
| STERN GROVE FESTIVAL | ||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | PC | TO MAKE LIVE MUSICAL EXPERIENCES ACCESSIBLE TO ALL. | $5,000 |
| TEACH FOR ALL | ||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | TO TACKLE THE COMPLEX CHALLENGES FACING CHILDREN IN DISADVANTAGED COMMUNITIES. | $40,000 |
| THE KENNEDY FORUM | ||||||
| 4326 HARBOR BEACH BLVD UNIT 573 | BRIGANTINE | NJ | 08203 | PC | TO ADVANCE QUALITY MENTAL HEALTH PROGRAMMING IN SCHOOLS AND COMMUNITIES THAT BENEFITS STUDENTS, FAMILIES, AND EDUCATORS | $10,000 |
| THE REPRESENTATION PROJECT | ||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | PC | TO PROMOTE GENDER EQUALITY BY EXPOSING HARMFUL GENDER STEREOTYPES IN MEDIA AND CULTURE. | $7,500 |
| THE WASHINGTON INSTITUTE | ||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST AND TO PROMOTE THE POLICIES THAT SECURE THEM. | $20,000 |
| TIPPING POINT COMMUNITY | ||||||
| 220 MONTGOMERY STREET NO 850 | SAN FRANCISCO | CA | 60615 | PC | TO BREAK THE CYCLE OF POVERTY FOR PEOPLE IN THE BAY AREA WHO DON'T HAVE THE RESOURCES TO MEET THEIR BASIC NEEDS | $20,000 |
| UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION | ||||||
| 2201 BROADWAY NO 600 | OAKLAND | CA | 94104 | PC | TO SUPPORT UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND AND SAN FRANCISCO'S PROGRAMS, SERVICES AND OPERATIONS | $100,000 |
| UCSF FOUNDATION | ||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 94133 | PC | TO SUPPORT THE GROUNDBREAKING RESEARCH, LEADERSHIP TRAINING, AND COMPASSIONATE CARE THAT HAPPEN EVERY DAY AT THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO | $350,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||
| 220 MONTGOMERY ST 5TH FL | SAN FRANCISCO | CA | 94612 | PC | TO SUPPORT UCSF'S CORE MISSION OF ADVANCING HEALTH WORLDWIDE BY RAISING MONEY FOR THE UNIVERSITY | $25,000 |
| VITAL VOICES GLOBAL PARTNERSHIP | ||||||
| 1509 16TH STREET NW | WASHINGTON | DC | 20036 | PC | TO SUPPORT NATIONS AND COMMUNITES THAT CANNOOT MOVE FORWARD WITHOUT WOMEN'S VOICERS IN LEASERSHIP. | $1,500 |
| WOMEN'S DONOR NETWORK | ||||||
| PO BOX 2930 | SAN FRANCISCO | CA | 94126 | PC | TO TRANSFORM POLICIES, POLITICAL INFRASTRUCTURE, AND POLITICAL POSSIBILITIES BY INVESTING IN ADVOCACY AND ELECTORAL STRATEGIES THAT CENTER THE LEADERSHIP OF HISTORICALLY EXCLUDED COMMUNITIES | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,785,434 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN JOINT DISTRIBUTION COMMITTEE | ||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | PC | TO PROVIDE AID TO VULNERABLE JEWS, CULTIVATE A JEWISH FUTURE, CREATE OPPORTUNITY FOR ALL ISRAELIS, RESCUE JEWS IN DANGER, AND RESPOND TO GLOBAL CRISIS. | $30,000 |
| AT THE WELL PROJECT | ||||||
| 5007 PROVIDENCE ROAD 111 | CHARLOTTE | NC | 28226 | PC | TO PROVIDE A VIBRANT JEWISH COMMUNITY FOR YOUNG ADULTS BY SUPPORTING LEADERS IN THEIR 20S. | $6,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | PC | TO SUPPORT FRENCH AND UKRAINIAN PARTICIPANTS ON BIRTHRIGHT JOURNEYS AND STIPENDS. | $25,000 |
| BLACK BABY EQUITY PROJECT | ||||||
| 747 52ND STREET | OAKLAND | CA | 94609 | PC | TO SUPPORT ANTI-RACIST AND TRAUMA-INFORMED CLINICAL INTERVENTIONS SO ALL OUR CHILDREN THRIVE | $100,000 |
| CALIFORNIA CHILDREN'S TRUST (NVF) | ||||||
| 1828 L STREET NW SUITE 300A | WASHINGTON | DC | 20036 | PC | TO SUPPORT REINVENTING OUR STATE'S APPROACH TO CHILDREN'S SOCIAL, EMOTIONAL, AND DEVELOPMENTAL HEALTH | $25,000 |
| CALIFORNIA PARTNERS PROJECT | ||||||
| ONE LOMBARD STREET NO 305 | SAN FRANCISCO | CA | 94806 | PC | CHAMPIONS GENDER EQUITY ACROSS THE STATE | $83,334 |
| CENTER FOR WHOLE CHILD EDUCATION AT ARIZONA STATE UNIVERSITY | ||||||
| PO BOX 871811 | TEMPE | AZ | 85287 | PC | TO SUPPORT CREATING EQUITABLE LEARNING ENVIRONMENTS, EVERYWHERE KIDS LEARN, BY APPLYING PRINCIPLES FROM THE SCIENCE OF LEARNING AND DEVELOPMENT | $25,000 |
| HONEYMOON ISRAEL FOUNDATION | ||||||
| 1417 MAYSON STREET NE | ATLANTA | GA | 30324 | PC | TO PROVIDE IMMERSIVE TRIPS TO ISRAEL FOR LOCALLY BASED COHORTS OF COUPLES THAT HAVE AT LEAST ONE JEWISH PARTNER. | $36,000 |
| IMPACT ISRAEL | ||||||
| 4340 EAST-WEST HIGHWAY 202 | BETHESDA | MD | 94111 | PC | TO SUPPORT THE PROGRAMS AND ACTIVITIES OF YEMIN ORDE WINGATE YOUTH VILLAGE | $30,000 |
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | ||||||
| PO BOX 61227 | PALO ALTO | CA | 20814 | PC | TO PROVIDE IMMEDIATE DISASTER RESPONSE AND LONG-TERM SUPPORT TO COMMUNITIES AFFECTED BY NATURAL DISASTER, DISEASE AND CIVIL UPHEAVAL | $50,000 |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | PC | PURSUING A JUST SOCIETY AND A SECURE JEWISH FUTURE. | $25,000 |
| JEWISH VOCATIONAL SERVICE | ||||||
| 225 BUSH STREET STE 400 | SAN FRANCISCO | CA | 94104 | PC | JVS TRANSFORMS LIVES BY HELPING PEOPLE BUILD SKILLS AND FIND WORK TO ACHIEVE SELF-SUFFICIENCY. | $50,000 |
| MUSEUM OF AFRICAN DIASPORA | ||||||
| 685 MISSION STREET | SAN FRANCISCO | CA | 94105 | PC | TO SUPPORT BLACK CULTURES, IGNITE CHALLENGING CONVERSATIONS, AND INSPIRE LEARNING THROUGH THE GLOBAL LENS OF THE AFRICAN DIASPORA. | $15,000 |
| ONETABLE | ||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | PC | EMPOWERS PEOPLE WHO DON'T HAVE A CONSISTENT SHABBAT DINNER PRACTICE. | $10,000 |
| ROADTRIP NATION | ||||||
| 1626 PLACENTIA AVE | COSTA MESA | CA | 92627 | PC | TO EMPOWER ALL LEARNERS BY PROVIDING THE CRITICAL RESOURCES, EDUCATIONAL SUPPORT, AND CAREER EXPERIENCES THAT LEAD TO EQUITABLE EDUCATION AND EMPLOYMENT PATHWAYS | $150,000 |
| SAFE & SOUND | ||||||
| 246 FIFTH AVENUE SUITE 420 | NEW YORK | NY | 10001 | PC | BUILD A FUTURE WITH SAFE KIDS, STRONG FAMILIES & SOUND COMMUNITIES. | $50,000 |
| SAN FRANCISCO GENERAL HOSPITAL | ||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 01106 | PC | TO SUPPORT AND FUND EXCELLENCE IN PATIENT CARE | $1,250,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||
| 235 MONTGOMERY STREET SUITE 760 | SAN FRANCISCO | CA | 94104 | PC | TO SHARE ART AND THE CREATIVE PROCESS TO OPEN MINDS AND HELP BUILD A BETTER WORLD. | $100,000 |
| TEACH FOR ALL | ||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | TO TACKLE THE COMPLEX CHALLENGES FACING CHILDREN IN DISADVANTAGED COMMUNITIES. | $40,000 |
| THE REPRESENTATION PROJECT | ||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | PC | TO PROMOTE GENDER EQUALITY BY EXPOSING HARMFUL GENDER STEREOTYPES IN MEDIA AND CULTURE. | $7,500 |
| UCSF FOUNDATION | ||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 94133 | PC | TO SUPPORT THE GROUNDBREAKING RESEARCH, LEADERSHIP TRAINING, AND COMPASSIONATE CARE THAT HAPPEN EVERY DAY AT THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO | $205,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,312,834 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,217 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $400,052 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $102,419 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$501,312 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,376 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $51,055 | $25,528 | $25,528 |
| TAX PREPARATION | $25,300 | $12,650 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $9,808,102 | EOYBookValueAmt |
| EOYFMV | $9,808,102 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $8,704,483 | EOYBookValueAmt |
| EOYFMV | $8,704,483 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CANYON ESG CREDIT FUND (CAYMAN) LTD | FMV | $3,611,789 | $3,611,789 |
| EMPYREAN CAPITAL OVERSEAS FUND LTD | FMV | $3,650,605 | $3,650,605 |
| FARALLON CAPITAL F5 INVESTORS I LP | FMV | $2,744,632 | $2,744,632 |
| GENERATION IM ASIA FUND LP | FMV | $2,380,879 | $2,380,879 |
| GENERATION IM GLOBAL EQUITY FUND LLC | FMV | $6,509,363 | $6,509,363 |
| STEADFAST INTERNATIONAL LTD | FMV | $3,839,398 | $3,839,398 |
| OCTAGON INVESTMENTS OFFSHORE FUND LTD | FMV | $1,982,222 | $1,982,222 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $540 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $3,508 | $0 | $0 |
| EQUIPMENT AND SOFTWARE | $8,703 | $0 | $0 |
| PAYROLL FEES | $6,523 | $0 | $0 |
| INSURANCE | $958 | $0 | $0 |
| WEBSITE DEVELOPMENT | $518 | $0 | $0 |
| INVESTMENT EXPENSES FROM PASSTHROUGH | $98,289 | $98,289 | $0 |
| MEMBERSHIP FEES | $17,600 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME FROM PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | $102,419 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $102,419 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102,419 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $5,327,751 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT CONSULTANT | $6,090 | $0 | $0 |
| CONTRACTED SERVICES | $42,900 | $0 | $42,900 |
| INVESTMENT MANAGEMENT FEES | $85,900 | $85,900 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $18,589 | $0 | $9,294 |
| CA TAXES | $100 | $0 | $0 |
| FEDERAL EXCISE TAXES | $0 | $0 | $0 |