BERNARD OSHER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD OSHER FOUNDATION (EIN 94-2506257)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202423119349101447
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T17:18:18-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ALMADEN BOULEVARD SUITE 1000 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132238 | 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 | 942506257 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERNARD OSHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 4158615587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MARKET PLAZA STEUART TOWER 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBRO OSHER | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 4158615587 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 4089616300 | PhoneNum |
| Preparation | 2024-11-05 | 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 | $29,914,856 | 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 | $8,400,697 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $245,556 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,434 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $691,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $691,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,296 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,972,726 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,638 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,131 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,368,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $866,539 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $477,893 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $429,143 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,258 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,258 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $70,178 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,609 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $65,569 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $49,251 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $49,251 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $262,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,428 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $223,427 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,178 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,685 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $93,493 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,729 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,615 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,895 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $306,241 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $29,194 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $277,047 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,651 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,651 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,922 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,922 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,459,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,277,376 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,544,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,034,505 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,004,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,311,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,635,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $710,144 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,540,808 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,245,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,245,806 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,612 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,176 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,612 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,612 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $51,888 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $69,257 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $69,257 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $103,681 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $103,681 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $28,221,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,241,620 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,241,620 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $196,019 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $104,023 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $95,544 | LandBOYAmt |
| Land EOY | $91,996 | LandEOYAmt |
| Land EOYFMV | $91,996 | LandEOYFMVAmt |
| Other Assets BOY | $2,284,546 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,828,335 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $153,884 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,195,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,589,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,914,856 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,316 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,434 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,514,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,509,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,211,797 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,787,873 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,767,113 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,298,807 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,428,566 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,290,500 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,428,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,290,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,195,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,589,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,428,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,635,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $497,924 | OtherIncreasesAmt |
| Subtotal | $28,290,500 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,290,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-05-26 | 2023-11-30 | $8,420,391 | $8,287,355 | $133,036 | $133,036 |
| PUBLICLY TRADED SECURITIES | 2019-10-04 | 2023-12-22 | $5,497,102 | $5,548,931 | -$51,829 | -$51,829 |
| PUBLICLY TRADED SECURITIES | 2022-12-09 | 2023-12-12 | $11,055,233 | $10,993,802 | $61,431 | $61,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,638 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,871 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,871 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,789 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,289 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,418 | OverpaymentAmt |
| Applied To ES Tax | $12,418 | 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.OSHERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 4158615587 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MARKET PLAZA STEUART TOWER 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARY BITTERMAN | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | PRESIDENT | 40.00 | $325,000 | $30,000 | $0 |
| JEANIE HIROKANE | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | SECRETARY | 40.00 | $111,093 | $11,000 | $0 |
| BARBRO OSHER | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| BERNARD OSHER | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | TREASURER | 15.00 | $0 | $0 | $0 |
| DAVID AGGER | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $400 | $0 | $0 |
| PHYLLIS COOK | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT FRIEND | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN GALLO | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $400 | $0 | $0 |
| LAURA LAUDER | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN PRITZKER | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRIS MARNEY | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | CFO | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY JANE ROSENBLATT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MARKET PLAZA STEUART TOWER STE | AddressLine1Txt |
| Address Line2 | 1000 | AddressLine2Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $98,911 | CompensationAmt |
| Employee Benefits | $27,568 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|
| BPM LLP | |||||
| ONE CALIFORNIA STREET SUITE 2500 | SAN FRANCISCO | CA | 94111 | ACCOUNTING FEES | $238,855 |
| ANDREW LYNCH | |||||
| 1667 HAIGHT STREET APT 202 | SAN FRANCISCO | CA | 94117 | PROGRAM CONSULTANT | $74,618 |
| 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 | $28,081,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,310,003 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $271,211 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,662,483 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,662,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $474,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,187,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,559,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,559,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,871 | TotalTaxAmt |
| Distributable Before Adj | $1,549,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $745,665 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,295,171 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,295,171 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,311,881 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,311,881 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,295,171 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,761,299 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,241,699 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,970,045 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,861,380 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,702,623 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,537,046 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,311,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,295,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,016,710 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,553,756 | 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 | $11,761,299 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,792,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,241,699 | ExcessFromYear4Amt |
| Excess From Year3 | $4,970,045 | ExcessFromYear3Amt |
| Excess From Year2 | $22,861,380 | ExcessFromYear2Amt |
| Excess From Year1 | $7,702,623 | ExcessFromYear1Amt |
| Excess From Current Year | $11,016,710 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBRO OSHER | ContributingManagerNm |
| Contributing Manager | BERNARD OSHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEANIE HIROKANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MARKET PLAZA STEUART TOWERSTE | AddressLine1Txt |
| Address Line2 | 1000 | AddressLine2Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156775927 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO REQUIRED FORMAT, HOWEVER, THE APPLICANT MUST SHOW FINANCIAL NEED AND INDICATE THAT THEY ARE A QUALIFIED NON-PROFIT ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (145 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUBURN UNIVERSITY | |||||||
| 1550 EAST GLENN AVENUE | AUBURN | AL | 36830 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| BISMARCK STATE COLLEGE | |||||||
| PO BOX 5587 | BISMARCK | ND | 585065587 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET MS 116 | WALTHAM | MA | 024532728 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS | |||||||
| 1 UNIVERSITY DRIVE | CAMARILLO | CA | 93012 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | |||||||
| 100 CAMPUS CENTER | SEASIDE | CA | 93955 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| CALIFORNIA STATE UNIVERSITY SAN MARCOS | |||||||
| 333 S TWIN OAKS VALLEY ROAD | SAN MARCOS | CA | 92096 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| CASPER COLLEGE CASPER WYOMING | |||||||
| 125 COLLEGE DRIVE GATEWAY BLD 408 | CASPER | WY | 82601 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| DRAKE UNIVERSITY | |||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| MONTANA STATE UNIVERSITY | |||||||
| 128 BARNARD HALL | BOZEMAN | MT | 59717 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| RINGLING COLLEGE OF ART & DESIGN | |||||||
| 2700 NORTH TAMIAMI TRAIL | SARASOTA | FL | 342345895 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| 116 LOMB MEMORIAL DRIVE USC -3400 | ROCHESTER | NY | 14623 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| SAN DIEGO STATE UNIVERSITY | |||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 921821968 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| SAN FRANCISCO STATE UNIVERSITY | |||||||
| 1600 HOLLOWAY AVENUE ADM 153H | SAN FRANCISCO | CA | 941321722 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| THE COLLEGE OF WILLIAM & MARY | |||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 231878795 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF ARKANSAS | |||||||
| 211 E DICKSON STREET | FAYETTEVILLE | AR | 72701 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF CALIFORNIA DAVIS | |||||||
| PO BOX 741816 | LOS ANGELES | CA | 900741816 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF CALIFORNIA RIVERSIDE | |||||||
| 900 UNIVERSITY AVENUE | RIVERSIDE | CA | 92521 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF NORTH TEXAS | |||||||
| 1155 UNION CIRCLE 310560 | DENTON | TX | 762035017 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF OKLAHOMA | |||||||
| 1610 ASP AVEROOM 303 | NORMAN | OK | 73072 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF OREGON | |||||||
| 1720 E 13TH AVENUE SUITE 410 | EUGENE | OR | 974032253 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF SOUTH DAKOTA | |||||||
| 4801 NORTH CAREER AVENUE | SIOUX FALLS | SD | 57107 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | |||||||
| 118 COLLEGE DRIVE 5055 | HATTIESBURG | MS | 394060001 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF THE PACIFIC | |||||||
| 3601 PACIFIC AVENUE | STOCKTON | CA | 95211 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| WASHINGTON UNIVERSITY ST LOUIS | |||||||
| 700 ROSEDALE AVENUE | ST LOUIS | MO | 631121408 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| WEST VIRGINIA UNIVERSITY | |||||||
| PO BOX 1650 | MORGANTOWN | WV | 265071650 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| WESTERN MICHIGAN UNIVERSITY | |||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 490085403 | NONE | GOV | LIFELONG LEARNING INSTITUTES | $25,000 |
| ALCORN STATE UNIVERSITY | |||||||
| 1000 ASU DRIVE 810 | LORMAN | MS | 39096 | NONE | GOV | REENTRY SCHOLARSHIPS | $1,050,000 |
| CLARK ATLANTA UNIVERSITY | |||||||
| 223 JAMES P BRAWLEY DR SW | ATLANTA | GA | 30314 | NONE | PC | REENTRY SCHOLARSHIPS | $1,050,000 |
| FLORIDA AGRICULTURAL AND MECHANICAL UNIVERSITY | |||||||
| 625 E TENNESSEE ST | TALLAHASSEE | FL | 32308 | NONE | GOV | REENTRY SCHOLARSHIPS | $1,050,000 |
| NORTH CAROLINA A&T UNIVERSITY | |||||||
| 1601 E MARKET ST DOWDY BLDG STE 400 | GREENSBORO | NC | 27411 | NONE | GOV | REENTRY SCHOLARSHIPS | $1,050,000 |
| UNIVERSITY OF MISSOURI-ST LOUIS | |||||||
| 400 WOODS HALL ONE UNIVERSITY BLVD | ST LOUIS | MO | 63121 | NONE | GOV | REENTRY SCHOLARSHIPS | $1,050,000 |
| ACADEMIC CONSORTIUM OF INTEGRATIVE HEALTH 2023 | |||||||
| 15875 BOONES FERRY ROAD | LAKE OSWEGO | OR | 97035 | NONE | PC | INTEGRATIVE MEDICINE | $50,000 |
| 826 VALENCIA | |||||||
| 826 VALENCIA ST | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $16,000 |
| ALAMEDA EMERGENCY FOOD | |||||||
| 650 W RANGER AVENUE | ALAMEDA | CA | 94501 | NONE | PC | ARTS AND HUMANITIES | $16,000 |
| ALONZO KING LINES BALLET | |||||||
| 26 7TH STREET 5TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $18,500 |
| ASIAN ART MUSEUM | |||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| BAMPFA | |||||||
| 2155 CENTER ST | BERKELEY | CA | 94720 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| BAY AREA DISCOVERY MUSEUM | |||||||
| 557 MCREYNOLDS ROAD | SAUSALITO | CA | 94965 | NONE | PC | ARTS AND HUMANITIES | $30,000 |
| BERKELEY SYMPHONY ORCHESTRA | |||||||
| 1942 UNIVERSITY AVE 207 | BERKELEY | CA | 94704 | NONE | PC | ARTS AND HUMANITIES | $12,000 |
| BREAD & ROSES PRESENTS | |||||||
| 233 TAMALPAIS DRIVE | CORTE MADERA | CA | 94925 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE WAY | SAN FRANCISCO | CA | 94118 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| CALIFORNIA BACH SOCIETY | |||||||
| 1914 STAFFORD STREET | SANTA CLARA | CA | 95050 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| CALIFORNIA FILM INSTITUTE | |||||||
| 1001 LOOTENS PLACE | SAN RAFAEL | CA | 94901 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| CALIFORNIA JAZZ CONSERVATORY | |||||||
| 2087 ADDISON ST | BERKELEY | CA | 94104 | NONE | PC | ARTS AND HUMANITIES | $12,500 |
| CAZADERO PERFORMING ARTS CAMP | |||||||
| 941 THE ALAMEDA SUITE 3 | BERKELEY | CA | 94707 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| CHAMBER MUSIC SAN FRANCISCO | |||||||
| 1314 34TH AVENUE | SAN FRANCISCO | CA | 94122 | NONE | PC | ARTS AND HUMANITIES | $6,500 |
| CHILDREN'S BOOK PROJECT | |||||||
| 3433 21ST STREET | SAN FRANCISCO | CA | 941102212 | NONE | PC | ARTS AND HUMANITIES | $6,500 |
| CHRONICLE SEASON OF SHARING FUND | |||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| CITY ARTS AND LECTURES | |||||||
| 333 HAYES STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $30,000 |
| COMMONWEALTH CLUB OF CALIFORNIA | |||||||
| 110 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | NONE | PC | ARTS AND HUMANITIES | $60,000 |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $20,000 |
| CORPORATION OF THE FINE ARTS MUSEUMS | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| CROWDED FIRE THEATER COMPANY | |||||||
| 1685 18TH STREET C101 ANNEX | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| CURIODYSSEY | |||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | NONE | PC | ARTS AND HUMANITIES | $14,500 |
| DANCERS GROUP | |||||||
| 44 GOUGH STREET SUITE 201 | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| EPIPHANY DANCE THEATER | |||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $3,500 |
| EXIT THEATRE | |||||||
| 277 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $6,000 |
| FREIGHT & SALVAGE | |||||||
| 2020 ADDISON STREET | BERKELEY | CA | 94704 | NONE | PC | ARTS AND HUMANITIES | $6,500 |
| FRIENDS OF THE OAKLAND PUBLIC LIBRARY | |||||||
| 721 WASHINGTON ST | OAKLAND | CA | 94607 | NONE | PC | ARTS AND HUMANITIES | $7,000 |
| GROCERIES FOR SENIORS | |||||||
| 660 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | ARTS AND HUMANITIES | $8,000 |
| HEADLANDS CENTER FOR THE ARTS | |||||||
| 944 FORT BARRY | SAUSALITO | CA | 94965 | NONE | PC | ARTS AND HUMANITIES | $13,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 5TH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| JOE GOODE PERFORMANCE GROUP | |||||||
| 401 ALABAMA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| KALA ART INSTITUTE | |||||||
| 1060 HEINZ AVE | BERKELEY | CA | 94710 | NONE | PC | ARTS AND HUMANITIES | $18,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA KDFC | |||||||
| 3500 S FIGUEROA STREET | LOS ANGELES | CA | 900898001 | NONE | PC | ARTS AND HUMANITIES | $35,000 |
| KRONOS PERFORMING ARTS ASSOCIATION | |||||||
| 1242 NINTH AVENUE | SAN FRANCISCO | CA | 94122 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| LAMPLIGHTERS MUSICAL THEATER | |||||||
| 469 BRYANT STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| LEFT COAST CHAMBER ENSEMBLE INC | |||||||
| 55 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $4,000 |
| LET THE RIGHT ONE IN | |||||||
| 2025 ADDISON ST | BERKELEY | CA | 94704 | NONE | PC | ARTS AND HUMANITIES | $75,000 |
| LITQUAKE FOUNDATION | |||||||
| 268 BUSH STREET | SAN FRANCISCO | CA | 94104 | NONE | PC | ARTS AND HUMANITIES | $6,500 |
| MAGIC THEATRE INC | |||||||
| FORT MASON CENTER LANDMARK BLDG D | SAN FRANCISCO | CA | 94123 | NONE | PC | ARTS AND HUMANITIES | $22,000 |
| MARGARET JENKINS DANCE COMPANY | |||||||
| 3973 25TH STREET | SAN FRANCISCO | CA | 94114 | NONE | PC | ARTS AND HUMANITIES | $42,000 |
| MARIN THEATRE COMPANY | |||||||
| 397 MILLER AVE | MILL VALLEY | CA | 94941 | NONE | PC | ARTS AND HUMANITIES | $15,000 |
| MEROLA OPERA PROGRAM | |||||||
| 601 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| MILL VALLEY PHILHARMONIC | |||||||
| 775 EAST BLITHEDALE AVENUE | MILL VALLEY | CA | 94941 | NONE | PC | ARTS AND HUMANITIES | $8,500 |
| MUSEUM OF CRAFT AND DESIGN | |||||||
| 2569 3RD ST | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $4,500 |
| MUSEUM OF THE AFRICAN DIASPORA | |||||||
| 685 MISSION STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| MUSIC IN SCHOOLS TODAY | |||||||
| 582 MARKET STREET | SAN FRANCISCO | CA | 94104 | NONE | PC | ARTS AND HUMANITIES | $2,500 |
| NEW CONSERVATORY THEATER CENTER | |||||||
| 25 VAN NESS AVENUE LOWER LEVEL | SAN FRANCISCO | CA | 94109 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| NEW PERFORMANCE TRADITIONS -PAUL DRESHER ENSEMBLE | |||||||
| 2253 POPLAR ST | OAKLAND | CA | 94607 | NONE | PC | ARTS AND HUMANITIES | $13,000 |
| NOE VALLEY CHAMBER MUSIC | |||||||
| 1021 SANCHEZ STREET | SAN FRANCISCO | CA | 94114 | NONE | PC | ARTS AND HUMANITIES | $9,000 |
| OAKLAND BALLET COMPANY | |||||||
| 2201 BROADWAY SUITE LL17 | OAKLAND | CA | 94612 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| OAKLAND MUSEUM OF CALIFORNIA | |||||||
| 1000 OAK STREET | OAKLAND | CA | 94607 | NONE | PC | ARTS AND HUMANITIES | $75,000 |
| OAKLAND SYMPHONY | |||||||
| 1440 BROADWAY SUITE 405 | OAKLAND | CA | 94612 | NONE | PC | ARTS AND HUMANITIES | $46,000 |
| ODC DANCE | |||||||
| 351 SHOTWELL | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $30,000 |
| OLD FIRST CENTER FOR THE ARTS | |||||||
| 1751 SACRAMENTO STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| OTHER MINDS | |||||||
| 55 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| OUTWARD BOUND CALIFORNIA | |||||||
| THE PRESIDIO - PO BOX 29632 | SAN FRANCISCO | CA | 94129 | NONE | PC | ARTS AND HUMANITIES | $8,000 |
| PACIFIC CHAMBER ORCHESTRA | |||||||
| 3614 BROOK STREET | LAFAYETTE | CA | 94549 | NONE | PC | ARTS AND HUMANITIES | $6,500 |
| PENINSULA YOUTH ORCHESTRA | |||||||
| 990 INDUSTRIAL ROAD | SAN CARLOS | CA | 94070 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| PERFORMING ARTS WORKSHOP INC | |||||||
| 768 DELANO AVENUE | SAN FRANCISCO | CA | 94112 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| PHILHARMONIA BAROQUE ORCHESTRA | |||||||
| 414 MASON STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| PICKLEBERRY PIE INC | |||||||
| 7426 BARCLAY RD | CHELTENHAM | PA | 19012 | NONE | PC | ARTS AND HUMANITIES | $7,000 |
| PIEDMONT CHOIRS | |||||||
| 3629 GRAND AVENUE | OAKLAND | CA | 94610 | NONE | PC | ARTS AND HUMANITIES | $6,000 |
| PIERRE MONTEUX MEMORIAL FOUNDATION | |||||||
| 13 CAPTAIN BILL ROAD | HANCOCK | ME | 04640 | NONE | PC | ARTS AND HUMANITIES | $8,000 |
| PLAYGROUND | |||||||
| 3286 ADELINE ST NO 8 | BERKELEY | CA | 947032485 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| PLAYWRIGHTS FOUNDATION INC | |||||||
| 1616 16TH STREET SUITE 350 | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| POCKET OPERA | |||||||
| 469 BRYANT STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $9,000 |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| SAN FRANCISCO BOTANICAL GARDEN SOCIETY | |||||||
| 1199 9TH AVE | SAN FRANCISCO | CA | 94122 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| SAN FRANCISCO BOYS CHORUS | |||||||
| 333 HAYES STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $8,500 |
| SAN FRANCISCO CHAMBER ORCHESTRA | |||||||
| 601 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $14,000 |
| SAN FRANCISCO CHANTICLEER INC | |||||||
| 1668 BUSH STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| SAN FRANCISCO CONTEMPORARY MUSIC PLAYERS | |||||||
| 3701 SACRAMENTO STREET 496 | SAN FRANCISCO | CA | 94118 | NONE | PC | ARTS AND HUMANITIES | $8,000 |
| SAN FRANCISCO FILM SOCIETY | |||||||
| 455 NINTH STREET | SAN FRANCISCO | CA | 94404 | NONE | PC | ARTS AND HUMANITIES | $13,000 |
| SAN FRANCISCO GAY MEN'S CHORUS | |||||||
| 170 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $6,000 |
| SAN FRANCISCO GIRLS CHORUS | |||||||
| 44 PAGE STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $15,000 |
| SAN FRANCISCO INTERNATIONAL ARTS FESTIVAL | |||||||
| 870 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $4,000 |
| SAN FRANCISCO INTERNATIONAL HIP HOP DANCE FEST (DANCERS GROUP) | |||||||
| 44 GOUGH STREET SUITE 201 | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $6,000 |
| SAN FRANCISCO JAZZ ORGANIZATION | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| SAN FRANCISCO MIME TROUPE | |||||||
| 855 TREAT AVENUE | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| SAN FRANCISCO PERFORMANCES | |||||||
| 500 SUTTER STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $42,500 |
| SAN FRANCISCO PLAYHOUSE | |||||||
| 450 POST STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $15,000 |
| SAN FRANCISCO SHAKESPEARE FESTIVAL | |||||||
| PO BOX 460937 | SAN FRANCISCO | CA | 94146 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| SEACOLOGY | |||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | NONE | PC | ARTS AND HUMANITIES | $12,000 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| SAN FRANCISCO SYMPHONY | |||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $115,000 |
| SMUIN BALLET | |||||||
| 44 GOUGH STREET SUITE 103 | SAN FRANCISCO | CA | 941035423 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| STERN GROVE FESTIVAL ASSOCIATION | |||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $35,000 |
| SUNSET YOUTH ORCHESTRA | |||||||
| 2180 FUNSTON AVE | SAN FRANCISCO | CA | 94116 | NONE | PC | ARTS AND HUMANITIES | $6,000 |
| THE THREEPENNY REVIEW | |||||||
| 2163 VINE STREET | BERKELEY | CA | 94709 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 1995 UNIVERSITY AVENUE SUITE 400 | BERKELEY | CA | 947041070 | NONE | GOV | ARTS AND HUMANITIES | $75,000 |
| VOLTI | |||||||
| 1355 RHODE ISLAND STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $4,000 |
| WEST EDGE OPERA | |||||||
| 1700 SHATTUCK AVENUE 312 | BERKELEY | CA | 94709 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| WORLD ARTS WEST | |||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| YERBA BUENA ARTS & EVENTS | |||||||
| 760 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $11,000 |
| YERBA BUENA CENTER FOR THE ARTS | |||||||
| 701 MISSION STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | ARTS AND HUMANITIES | $30,000 |
| YOUNG AUDIENCES OF NORTHERN CALIFORNIA | |||||||
| 57 POST STREET | SAN FRANCISCO | CA | 94523 | NONE | PC | ARTS AND HUMANITIES | $11,000 |
| Z SPACE STUDIO | |||||||
| 499 ALABAMA ST APT 450 | SAN FRANCISCO | CA | 941102064 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 339 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | OSHER ONLINE ENDOWMENT | $3,150,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 339 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | OSHER NATIONAL CONFERENCE | $66,005 |
| NORTHWESTERN UNIVERSITY | |||||||
| 339 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | OSHER NATIONAL CONFERENCE | $250,000 |
| CONSERVATION SOCIETY OF CALIFORNIA DBA OAKLAND ZOO | |||||||
| 9777 GOLF LINKS ROAD | OAKLAND | CA | 94605 | NONE | PC | ENVIRONMENTAL EDUCATION | $25,000 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 947041375 | NONE | PC | ENVIRONMENTAL EDUCATION | $5,000 |
| ETC ENVIRONMENTAL | |||||||
| 2 MARINA BLVD | SAN FRANCISCO | CA | 94123 | NONE | PC | ENVIRONMENTAL EDUCATION | $25,000 |
| NARRATIVE MAGAZINE | |||||||
| 2443 FILLMORE STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | ENVIRONMENTAL EDUCATION | $6,000 |
| PT REYES NATIONAL SEASHORE ASSOCIATION | |||||||
| 1 BEAR VALLEY ROAD BUILDING 70 | PT REYES STATION | CA | 94956 | NONE | PC | ENVIRONMENTAL EDUCATION | $5,000 |
| REGIONAL PARKS FOUNDATION | |||||||
| 2950 PERALTA OAKS COURT | OAKLAND | CA | 94605 | NONE | PC | ENVIRONMENTAL EDUCATION | $7,500 |
| SAN FRANCISCO ARTS EDUCATION PROJECT | |||||||
| 1275 MINNESOTA STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | ENVIRONMENTAL EDUCATION | $5,000 |
| SAVE THE BAY | |||||||
| 560 14TH STREET | OAKLAND | CA | 94612 | NONE | PC | ENVIRONMENTAL EDUCATION | $5,000 |
| FELTON INSTITUTE | |||||||
| 1005 ATLANTIC AVE | ALAMEDA | CA | 94501 | NONE | PC | ENVIRONMENTAL EDUCATION | $15,000 |
| THE CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ENVIRONMENTAL EDUCATION | $100,000 |
| THE MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER RD | SAUSALITO | CA | 94965 | NONE | PC | ENVIRONMENTAL EDUCATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,034,505 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTHWESTERN UNIVERSITY - NRC | |||||||
| 339 EAST CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | LIFELONG LEARNING INSTITUTES | $119,000 |
| ASIAN ART MUSEUM | |||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| COMMONWEALTH CLUB OF CALIFORNIA | |||||||
| 110 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | NONE | PC | ARTS AND HUMANITIES | $60,000 |
| UCSF COMMUNITY CARE FUND | |||||||
| LOCKBOX 45339 | SAN FRANCISCO | CA | 941450339 | NONE | PC | INTEGRATIVE MEDICINE | $100,000 |
| ACADEMIC CONSORTIUM FOR INTEGRATIVE HEALTH MEDICINE AND HEALTH | |||||||
| 15875 BOONES FERRY ROAD | LAKE OSWEGO | OR | 97035 | NONE | PC | INTEGRATIVE MEDICINE | $75,000 |
| AMERICAN CONSERVATORY THEATER | |||||||
| 415 GEARY STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $75,000 |
| REGENTS OF UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 1995 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | NONE | GOV | ARTS AND HUMANITIES | $100,000 |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON STREET | BERKELEY | CA | 94710 | NONE | PC | ARTS AND HUMANITIES | $75,000 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| THE EXPLORATORIUM | |||||||
| PIER 17 SUITE 100 | SAN FRANCISCO | CA | 94111 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| FINE ARTS MUSEUM OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| SAN FRANCISCO SYMPHONY | |||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $115,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 3RD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| SUMMER SEARCH | |||||||
| PO BOX 39000 | SAN FRANCISCO | CA | 94139 | NONE | PC | ARTS AND HUMANITIES | $85,000 |
| SHOTGUN PLAYERS | |||||||
| 1901 ASHBY AVENUE | BERKELEY | CA | 94703 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,509,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,556 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $691,336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,296 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $967,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $967,319 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD OSHER TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MARKET PLAZA STEUART TOWER | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,400,697 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $8,400,697 | FairMarketValueAmt |
| Received | 2023-05-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $262,855 | Amt |
| Net Investment Income | $39,428 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $223,427 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | KRIS MARNEY SERVES AS THE CHIEF FINANCIAL OFFICER. KRIS IS EMPLOYED BY BPM LLP AND THE FOUNDATION PAID BPM LLP FOR ACCOUNTING AND CFO SERVICES. | MediumExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $103,681 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $103,681 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FARALLON (FCOI II) | FMV | $147,634 | $147,634 |
| EI FUND IV | FMV | $45,707 | $45,707 |
| FIXED INCOME SECURITIES | FMV | $23,048,279 | $23,048,279 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $49,251 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,251 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIGHT OF USE ASSET | $2,111,917 | $1,674,451 | $0 |
| SECURITY DEPOSIT | $153,884 | $153,884 | $153,884 |
| DUE FROM OSHER FAMILY OFFICE | $18,745 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS AND ENTERTAINMENT | $437 | $0 | $437 |
| BANK CHARGES & FEES | $1,271 | $0 | $1,271 |
| OFFICE EXPENSE | $20,347 | $0 | $20,347 |
| DUES AND SUBSCRIPTIONS | $856 | $0 | $856 |
| BOARD EXPENSES | $1,600 | $0 | $1,600 |
| INFORMATION TECHNOLOGY | $194 | $0 | $194 |
| PAYROLL SERVICE FEES | $8,238 | $0 | $8,238 |
| INSURANCE | $9,759 | $0 | $9,759 |
| STATE FILING FEES | $220 | $0 | $220 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $1,131 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,131 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $497,924 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LEASE OBLIGATION | $2,124,615 | $1,709,544 |
| FEDERAL EXCISE TAX PAYABLE | $6,873 | $6,873 |
| ACCRUED BENEFITS | $80,309 | $71,456 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL SERVICES | $93,493 | $0 | $93,493 |
| INVESTMENT MANAGEMENT FEES | $30,685 | $30,685 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $30,710 | $3,729 | $26,981 |
| PROPERTY TAXES | $1,634 | $0 | $1,634 |