QUEST FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- QUEST FOUNDATION (EIN 20-1844715)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349101908
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T10:36:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | 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 | 201844715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | QUES | BusinessNameControlTxt |
| Phone | 9257431925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK JERNSTEDT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9257431925 | PhoneNum |
| Signature | 2024-11-12 | 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 | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-11-11 | 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 | $104,441,761 | 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 | $918,926 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31,005 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102,851 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,418,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,062,601 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,085,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,733,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,171,409 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,454,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,336,861 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $182,259 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,226 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $164,033 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $72,855 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $72,855 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,541 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,940 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,940 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $397,978 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $390,850 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,128 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,621 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $52,797 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $52,797 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,140 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,140 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,575 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $904,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $467,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $343,468 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,947,162 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,336,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,851,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $467,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,679,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,397,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,869,224 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $181,360 | CashBOYAmt |
| Cash EOY | $509,204 | CashEOYAmt |
| Cash EOYFMV | $509,204 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,302,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,378,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,378,224 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $104,448 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $157,613 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $104,448 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $104,448 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $589,529 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $589,529 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $41,714,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,808,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,808,691 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,635,335 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,597,819 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,597,819 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $25,820,155 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,327,946 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,327,946 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $93,389 | OtherAssetsBOYAmt |
| Other Assets EOY | $125,900 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $125,900 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $97,905,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,441,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,441,761 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $26,813 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $67,754 | AccountsPayableEOYAmt |
| Grants Payable BOY | $866,773 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,477,785 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $217,347 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $334,532 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,110,933 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,880,071 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $96,794,635 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $102,561,690 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,794,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,561,690 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,905,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,441,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,794,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,397,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,164,131 | OtherIncreasesAmt |
| Subtotal | $102,561,690 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,561,690 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $23,672,348 | $20,561,684 | $3,110,664 | $3,110,664 |
| CAPITAL GAINS DIVIDENDS | P | $60,745 | $60,745 | $60,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,171,409 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127,308 | 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 | $127,308 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $59,626 | OverpaymentAmt |
| Applied To ES Tax | $59,626 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRAYNOR GROUP | IndividualWithBooksNm |
| Phone | 5105815772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 384 COLUSA AVENUE SUITE 2 | AddressLine1Txt |
| City | KENSINGTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DEREK JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | EXECUTIVE DIRECTOR, CFO & DIRECTOR | 32.00 | $182,259 | $0 | $0 |
| DOROTHY JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | PRESIDENT & DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | SECRETARY, AUDIT COMMITTEE CHAIR & DIR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $96,769,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,466,148 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,235,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $99,235,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,488,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,747,123 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,887,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,887,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,682 | TotalTaxAmt |
| Distributable Before Adj | $4,819,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,819,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,819,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,679,618 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,679,618 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,819,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,711,975 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,909,158 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,241,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,084,326 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,947,278 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,679,618 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,819,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,859,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,807,222 | 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 | $12,807,222 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,711,975 | ExcessFromYear4Amt |
| Excess From Year3 | $2,909,158 | ExcessFromYear3Amt |
| Excess From Year2 | $2,241,819 | ExcessFromYear2Amt |
| Excess From Year1 | $3,084,326 | ExcessFromYear1Amt |
| Excess From Current Year | $2,859,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOROTHY JERNSTEDT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACE CHARTER SCHOOL | ||||||||
| 1100 SHASTA AVENUE 250 | SAN JOSE | CA | 95126 | N/A | PC | COLLEGE READINESS PROGRAM FOR FIRST-GENERATION STUDENTS | $67,675 | |
| AIM HIGH FOR HIGH SCHOOL | ||||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | N/A | PC | NARROWING THE ACHIEVEMENT AND OPPORTUNITY GAPS IN THE EAST BAY | $100,000 | |
| ALAMEDA BOYS & GIRLS CLUB | ||||||||
| PO BOX 1069 | ALAMEDA | CA | 94530 | N/A | PC | TO INSPIRE AND ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE FROM DISADVANTAGED CIRCIMSTANCES, TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, AND RESPONSIBLE CITIZENS. | $25,000 | |
| ALAMEDA EDUCATION FOUNDATION | ||||||||
| PO BOX 1363 | ALAMEDA | CA | 94501 | N/A | PC | TO SUPPORT EDUCATIONAL PROGRAMS | $9,755 | |
| ASANTE AFRICA FOUNDATION | ||||||||
| 1334 CARLTON PLACE | LIVERMORE | CA | 94550 | N/A | PC | SUSTAINING, SCALING AND SKILL-BUILDING FOR GIRL-LED CLUBS | $63,815 | |
| ASPIRE GOLDEN STATE PREP | ||||||||
| 1009 66TH AVENUE | OAKLAND | CA | 94521 | N/A | PC | GENERAL OPERATING SUPPORT | $32,000 | |
| ASPIRE PUBLIC SCHOOLS | ||||||||
| 3170 HILLTOP MALL RD | RICHMOND | CA | 94806 | N/A | PC | TO INCREASE THE ACADEMIC PERFORMANCE OF UNDERSERVED STUDENTS, DEVELOP EFFECTIVE EDUCATORS, SHARE SUCCESSFUL PRACTICES WITH OTHER FORWARD-THINKING EDUCATORS, AND CATALYZE CHANGE IN PUBLIC SCHOOLS NATIONWIDE | $40,000 | |
| ASSISTANCE LEAGUE OF DIABLO VALLEY | ||||||||
| 2711 BUENA VISTA AVENUE | WALNUT CREEK | CA | 94547 | N/A | PC | DEDICATED TO IMPROVING LIVES IN OUR COMMUNITY THROUGH HANDS-ON PROGRAMS. | $25,000 | |
| ASSISTANCE LEAGUE OF KANSAS CITY | ||||||||
| 6100 N CHESTNUT AVENUE | GLADSTONE | MO | 64119 | N/A | PC | TO TRANSFORM THE LIVES OF CHILDREN AND ADULTS THROUGH COMMUNITY PROGRAMS | $20,000 | |
| ASSISTANCE LEAGUE OF OMAHA | ||||||||
| 8502 WEST CENTER ROAD | OMAHA | NE | 68124 | N/A | PC | TO TRANSFORM THE LIVES OF CHILDREN AND ADULTS THROUGH COMMUNITY PROGRAMS. | $25,000 | |
| ATTITUDINAL HEALING CONNECTION | ||||||||
| 101 MYRTLE STREET | OAKLAND | CA | 94607 | N/A | PC | TO EMPOWER INDIVIDUALS TO BE SELF-AWARE AND INSPIRED THROUGH ART, CREATIVITY, AND EDUCATION; MAKING POSITIVE CHOICES TO BREAK THE CYCLE OF VIOLENCE FOR THEMSELVES AND THEIR COMMUNITIES | $20,000 | |
| BAY AREA COMMUNITY RESOURCES | ||||||||
| 11175 SAN PABLO AVE | EL CERRITO | CA | 94530 | N/A | PC | PROMOTES THE HEALTHY DEVELOPMENT OF INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGH DIRECT SERVICES, VOLUNTEERISM AND PARTNERSHIPS | $77,000 | |
| BAY AREA CRISIS NURSERY | ||||||||
| 1506 MENDOCINO DRIVE | CONCORD | CA | 94521 | N/A | PC | TO PROVIDE FREE EMERGENCY CHILDCARE, SHELTER, RESPITE CARE, FOOD, AND DIAPERS FOR FAMILIES WITH CHILDREN AGES 0-5. | $30,000 | |
| BAY AREA VIDEO COALITION | ||||||||
| 2727 MARIPOSA STREET 2ND FLOOR | SAN FRANCISCO | CA | 94110 | N/A | PC | SUPPORTING AND AMPLIFYING MEDIA MAKERS AS THEY DEVELOP AND SHARE DIVERSE STORIES | $20,000 | |
| BAY AREA WOMEN'S SPORTS INITIATIVE | ||||||||
| 1922 THE ALAMEDA SUITE 420 | SAN JOSE | CA | 94566 | N/A | PC | BAWSI PROGRAMS IN SANTA CLARA COUNTY | $30,000 | |
| BERKELEY MUSIC GROUP | ||||||||
| 2036 UNIVERSITY AVE | BERKELEY | CA | 94704 | N/A | PC | TO PRESENT A VIBRANT AND DIVERSE RANGE OF LIVE PERFORMANCES, WHICH ADVANCE THE APPRECIATION OF MUSIC | $32,500 | |
| BIG BROTHER BIG SISTER BAY AREA | ||||||||
| 1230 PRESERVATION PARK WAY | OAKLAND | CA | 94610 | N/A | PC | TO PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONALLY SUPPORTED, ONE-TO-ONE MENTORING RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER...FOREVER | $35,000 | |
| BIG SKY YOUTH EMPOWERMENT | ||||||||
| PO BOX 6757 | BOZEMAN | MT | 59771 | N/A | PC | ADVENTURE BASED GROUP MENTORING PROGRAM | $60,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL SONOMA CNTY | ||||||||
| 1400 N DUTTON AVE 24 | SANTA ROSA | CA | 95401 | N/A | PC | PROVIDE POSITIVE OPPORTUNITIES FOR YOUTH AND TEENS TO LEARN, SUCCEED AND DISCOVER THEIR FULL POTENTIAL. | $75,000 | |
| BOYS & GIRLS CLUBS OF SONOMA VALLEY | ||||||||
| 100 WEST VERANO AVE | SONOMA | CA | 95476 | N/A | PC | TO PROVIDE POSITIVE OPPORTUNITIES FOR YOUTH TO LEARN AND SUCCEED | $50,000 | |
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | N/A | PC | COLLEGE ACCESS AND READINESS | $60,000 | |
| BRING CHANGE TO MIND | ||||||||
| 155 SANSOME STREET SUITE 530 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO END THE STIGMA AND DISCRIMINATION SURROUNDING MENTAL ILLNESS THROUGH NATIONAL YOUTH PROGRAMS AND PUBLIC EDUCATION CAMPAIGNS | $35,000 | |
| BUILD | ||||||||
| PO BOX 3316 | REDWOOD CITY | CA | 94064 | N/A | PC | BUILDING PATHS TO COLLEGE SUCCESS | $35,000 | |
| COPE FAMILY SUPPORT CENTER | ||||||||
| 3021 CITRUS CIRCLE SUITE 105 | WALNUT CREEK | CA | 94598 | N/A | PC | TO STRENGTHEN FAMILY RELATIONSHIPS THROUGH COUNSELING | $15,000 | |
| CAMP PHOENIX | ||||||||
| 10974 STAR CT | OAKLAND | CA | 94603 | N/A | PC | SUMMER CAMP FOR TEENS | $25,000 | |
| CANTARE CON VIVO | ||||||||
| 2619 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | CANTARE YOUTH CHOIRS | $40,000 | |
| CASA OF SAN MATEO COUNTY | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 139 | REDWOOD CITY | CA | 94065 | N/A | PC | TO ENSURE THAT ALL ABUSED AND NEGLECTED CHILDREN UNDER THE PROTECTION OF THE COURT HAVE A CONSISTENT, CARING ADULT WHO SPEAKS ON THEIR BEHALF AND HELPS THEM REACH THEIR FULL POTENTIAL. | $50,000 | |
| CENTER FOR EARLY INTERVENTION ON DEAFNESS | ||||||||
| CEID 1035 GRAYSON STREET | BERKELEY | CA | 94710 | N/A | PC | SUMMER PROGRAM AT THE CENTER FOR EARLY INTERVENTION ON DEAFNESS (CEID) | $50,000 | |
| CHAPTER 510 INK | ||||||||
| 546 9TH STREET | OAKLAND | CA | 94607 | N/A | PC | WRITERS' ROOMS AT WESTLAKE MIDDLE AND METWEST HIGH SCHOOLS | $50,000 | |
| CHILD ADVOCATES OF SILICON VALLEY INC | ||||||||
| 509 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CHILDREN'S HOME AID | ||||||||
| 200 W MONROE ST SUITE 2100 | CHICAGO | IL | 60606 | N/A | PC | WE ADVANCE THE WELL-BEING OF CHILDREN BY INVESTING IN FAMILIES TO DISRUPT THE SYSTEMIC AND MULTI-GENERATIONAL CYCLE OF RACIAL, SOCIAL AND ECONOMIC INEQUALITY. | $40,000 | |
| COLLEGE IS REAL INC | ||||||||
| 550 HARTZ AVE SUITE 200 | DANVILLE | CA | 94526 | N/A | PC | COLLEGE IS REAL, INC. EXPANSION | $75,000 | |
| COLLEGE TRACK | ||||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | N/A | PC | EQUIP STUDENTS CONFRONTING SYSTEMIC BARRIERS TO EARN A BACHELOR'S DEGREE IN PURSUIT OF A LIFE OF OPPORTUNITY, CHOICE, AND POWER. | $125,000 | |
| COMMUNITY ARTS FOUNDATION | ||||||||
| 1666 N MAIN STREET | WALNUT CREEK | CA | 94596 | N/A | PC | COMMUNITY PARTICIPATION IN VISUAL AND PERFORMING ARTS | $26,650 | |
| COMMUNITY SCHOOL FOR CREATIVE EDUCATION | ||||||||
| 2111 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| COMPASS FAMILY SERVICES | ||||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | TO HELP HOMELESS AND AT-RISK FAMILIES BECOME STABLY HOUSED, EMOTIONALLY AND PHYSICALLY HEALTHY, AND ECONOMICALLY SELF-SUFFICIENT | $25,000 | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| 1325 N WESTERN AVE | LOS ANGELES | CA | 90027 | N/A | PC | YOUTH SHELTER THAT PROVIDES SANCTUARY AND SUPPORT FOR YOUTH EXPERIENCING HOMELESSNESS | $60,000 | |
| CRADLES TO CRAYONS | ||||||||
| 4141 WEST GEORGE STREET | CHICAGO | IL | 60641 | N/A | PC | GEAR UP FOR WINTER | $40,000 | |
| CRISTO REY DE LA SALLE EAST BAY HS | ||||||||
| 1530 34TH AVENUE | OAKLAND | CA | 94601 | N/A | PC | TO SUPPORT SCHOOL PROGRAMS | $25,000 | |
| CRISTO REY SAN JOSE | ||||||||
| 1389 E SANTA CLARA STREET | SAN JOSE | CA | 95116 | N/A | PC | WHOLENESS PROGRAM | $55,802 | |
| DE LA SALLE ACADEMY | ||||||||
| 1380 GALAXY WAY | CONCORD | CA | 94520 | N/A | PC | TO OFFER ACADEMICALLY TALENTED, ECONOMICALLY LESS ADVANTAGED CHILDREN OF DIVERSE BACKGROUNDS A LIFE-CHANGING EDUCATIONAL EXPERIENCE, WHERE THEY ARE EMPOWERED TO REACH THEIR FULL POTENTIAL | $25,000 | |
| DE LA SALLE NORTH CATHOLIC HIGH SCHOOLS | ||||||||
| 4300 NE KILLINGSWORTH STREET | PORTLAND | OR | 97218 | N/A | PC | TO SERVE A RACIALLY DIVERSE COMMUNITY OF CAPABLE, INTERESTED AND MOTIVATED COLLEGE-BOUND STUDENTS, PRIMARILY FROM NORTH / OUTER-NORTHEAST PORTLAND WHO WOULD NOT OTHERWISE HAVE ACCESS TO AN EXCELLENT, FAITH-BASED EDUCATION | $50,000 | |
| DE MARILLAC ACADEMY | ||||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | N/A | PC | STUDENT SCHOLARSHIP | $51,000 | |
| DIABLO BALLET | ||||||||
| PO BOX 4700 | WALNUT CREEK | CA | 94596 | N/A | PC | DIABLO BALLET'S PEEK AND PEEK EXTENSION PROGRAMS | $20,000 | |
| DISCOVERY COUNSELING CENTER | ||||||||
| 115A TOWN COUNTRY DRIVE | DANVILLE | CA | 94526 | N/A | PC | PROVIDE MENTAL HEALTH SERVICES TO THE COMMUNITY AND SOUTH COUNTY SCHOOLS | $50,000 | |
| DOWN SYNDROME CONNECTION OF THE BAY AREA | ||||||||
| 101-J TOWN COUNTRY DR | DANVILLE | CA | 94526 | N/A | PC | EDUCATION PROGRAMS | $75,000 | |
| EAST BAY CENTER FOR THE PERFORMING ARTS | ||||||||
| 339 11TH STREET | RICHMOND | CA | 948013105 | N/A | PC | TO ENSURE THAT OPPORTUNITIES FOR A QUALITY EDUCATION IN THE ARTS | $30,000 | |
| EAST BAY CHILDREN'S LAW OFFICE | ||||||||
| 80 SWAN WAY SUITE 300 | OAKLAND | CA | 94621 | N/A | PC | TO PROTECT AND DEFEND THE RIGHTS OF CHILDREN AND YOUTH THROUGH HOLISTIC, VIGOROUS LEGAL ADVOCACY | $25,000 | |
| EAST OAKLAND YOUTH DEVELOPMENT CENTER | ||||||||
| 8200 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94621 | N/A | PC | AFTER-SCHOOL LEADERSHIP ACADEMY AND BRIDGE PROGRAM | $45,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | ||||||||
| 1041 MYRTIE STREET | PALO ALTO | CA | 94303 | N/A | PC | SCHOLARSHIP PROGRAM | $84,000 | |
| EL SISTEMA USASALINAS | ||||||||
| 820 PARK ROW 672 | SALINAS | CA | 93901 | N/A | PC | COMMITTED TO SOCIAL CHANGE IN OUR YOUTH AND COMMUNITIES THROUGH THE INSPIRATION, DISCIPLINE, AND PERFORMANCE OF ORCHESTRAL MUSIC. | $50,000 | |
| ELEVATE OREGON | ||||||||
| 12215 NE MARX ST | PORTLAND | OR | 97230 | N/A | PC | SERVING YOUTH IN MARGINALIZED COMMUNITIES | $50,000 | |
| ENVIRONMENTAL TRAVELING COMPANIONS | ||||||||
| 2 MARINA BLVD FORT MASON CENTER | SAN FRANCISCO | CA | 94123 | N/A | PC | ETC BOUNDLESS ADVENTURES FOR YOUTH | $15,000 | SUITE C385 |
| FAMILY SUPPORT SERVICES | ||||||||
| 303 HEGENBERGER ROAD SUITE 400 | OAKLAND | CA | 94621 | N/A | PC | KINSHIP SUPPORT SERVICES PROGRAM | $25,000 | |
| FIRST GRADUATE | ||||||||
| 2973 16TH STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | N/A | PC | COLLEGE ACCESS AND SUCCESS | $60,000 | |
| FIT KIDS FOUNDATION | ||||||||
| 2682 MIDDIEFIELD ROAD UNIT P | REDWOOD CITY | CA | 94063 | N/A | PC | FIT KIDS PROGRAM FUNDING | $30,000 | |
| FRESH LIFELINES FOR YOUTH | ||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | FLY LAW + LEADERSHIP STAFFING | $100,000 | |
| FRIENDS OF THE CHILDREN - LANE COUNTY OR | ||||||||
| 465 WASHINGTON STREET | EUGENE | OR | 97401 | N/A | PC | IMPACTING GENERATIONAL CHANGE BY EMPOWERING YOUTH WHO ARE FACING THE GREATEST OBSTACLES THROUGH RELATIONSHIPS WITH PROFESSIONAL MENTORS | $75,000 | |
| FRIENDS OF THE CHILDREN - PORTLAND | ||||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | N/A | PC | IMPACTING GENERATIONAL CHANGE BY EMPOWERING YOUTH WHO ARE FACING THE GREATEST OBSTACLES THROUGH RELATIONSHIPS WITH PROFESSIONAL MENTORS | $135,000 | |
| FRIENDS OF THE CHILDREN NY | ||||||||
| 204A WEST 115TH STREET | NEW YORK | NY | 10026 | N/A | PC | IMPACTING GENERATIONAL CHANGE BY EMPOWERING YOUTH WHO ARE FACING THE GREATEST OBSTACLES THROUGH RELATIONSHIPS WITH PROFESSIONAL MENTORS | $120,000 | |
| FRIENDS OF THE CHILDREN SF BAY AREA | ||||||||
| 111 QUINT ST | SAN FRANCISCO | CA | 94124 | N/A | PC | EMPOWER THE CHILDREN FACING THE BIGGEST OBSTACLES TO BREAK THE GENERATIONAL CYCLE OF POVERTY | $150,000 | |
| GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER | ||||||||
| 1390 N MCDOWELL BLVD SUITE G331 | PETALUMA | CA | 94954 | N/A | PC | YOUTH SCHOLARSHIP FUNDING | $25,000 | |
| GIRLS INC OF ALAMEDA COUNTY | ||||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | N/A | PC | EUREKA! TEEN ACHIEVEMENT PROGRAM (EUREKA!) | $25,000 | |
| GIRLVENTURES | ||||||||
| 119 FILBERT ST | OAKLAND | CA | 94607 | N/A | PC | EMPOWER ADOLESCENT GIRLS TO DEVELOP AND EXPRESS THEIR STRENGTHS | $40,000 | |
| GLOBAL VILLAGE PROJECT | ||||||||
| 205 SYCAMORE STREET | DECATUR | GA | 30030 | N/A | PC | STEAM EDUCATION AND REMOVES THE BARRIERS TO REFUGEE GIRLS' LEARNING | $43,000 | |
| GRIEF'S JOURNEY | ||||||||
| 8000 CHICAGO STREET | OMAHA | NE | 68114 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| GUITARS OVER GUNS ORGANIZATION INC | ||||||||
| 2916 N MIAMI AVE FLOOR 6 OFFICE 602 | MIAMI | FL | 33127 | N/A | PC | TO SUPPORT MUSIC EDUCATION AND MENTORSHIP | $50,000 | |
| HOPE CENTER FOR KIDS | ||||||||
| 2200 NORTH 20TH STREET | OMAHA | NE | 68110 | N/A | PC | FAITHFULLY INSPIRING HOPE IN THE LIVES OF YOUTH & CHILDREN THROUGH EDUCATION, EMPLOYABILITY, COLLABORATION & FAITH. | $30,000 | |
| HORIZONS AT SAN FRANCISCO FRIENDS SCHOOLS | ||||||||
| 250 VALENCIA ST | SAN FRANCISCO | CA | 94103 | N/A | PC | PROVIDES JOYFUL ACADEMIC AND ENRICHMENT EXPERIENCES THAT BUILD ON THE STRENGTH AND TALENTS OF STUDENTS IN SAN FRANCISCO'S PUBLIC SCHOOLS. | $25,000 | |
| HUCKLEBERRY YOUTH PROGRAMS | ||||||||
| 3450 GEARY BLVD 107 | SAN FRANCISCO | CA | 94118 | N/A | PC | THE HUCKLEBERRY WELLNESS ACADEMIES (HWA) | $50,000 | |
| JUMA VENTURES | ||||||||
| 131 STEUART STREET SUITE 201 | SAN FRANCISCO | CA | 94105 | N/A | PC | TO BREAK THE CYCLE OF POVERTY BY PAVING THE WAY TO WORK, EDUCATION AND FINANCIAL CAPABILITY FOR YOUTH ACROSS AMERICA. | $40,000 | |
| JUMPSTART | ||||||||
| 235 MONTGIMERY STREET SUITE 1025 | SAN FRANCISCO | CA | 94104 | N/A | PC | JUMPSTART NORTHERN CALIFORNIA | $25,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CA INC | ||||||||
| 1212 BROADWAY PLAZA SUITE 2100 | WALNUT CREEK | CA | 94596 | N/A | PC | FOR RELEVANT HANDS-ON LEARNING. | $40,000 | |
| KID SCOOP NEWS | ||||||||
| 181 ANDRIEUX ST SUITE 200 | SONOMA | CA | 95476 | N/A | PC | TO GIVE EVERY CHILD IN THE BAY AREA SOMETHING HE OR SHE REALLY, REALLY WANTS TO READ, BECAUSE THE MORE KIDS READ, THE MORE THEY WILL SUCCEED. | $25,000 | |
| KIDS' COUNTRY | ||||||||
| 120 TOWN COUNTRY DRIVE | DANVILLE | CA | 94526 | N/A | PC | TO SUPPORT A CHILD'S NATURAL CURIOSITY AND LOVE OF LEARNING IN A SAFE AND INSPIRED ENVIRONMENT WHERE THEY CAN DISCOVER THEIR PASSIONS AND ACHIEVE GREAT THINGS. | $17,119 | |
| KINDERING | ||||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 98008 | N/A | PC | FINEST EDUCATION | $25,000 | |
| KIPP BAY AREA SCHOOLS | ||||||||
| 1000 BROADWAY SUITE 460 | OAKLAND | CA | 68154 | N/A | PC | TO SUPPORT EDUCATIONAL PROGRAMS | $75,000 | |
| KIPP SOCAL PUBLIC SCHOOL | ||||||||
| 1933 S BROADWAY ST SUITE 1144 | LOS ANGELES | CA | 90007 | N/A | PC | TO PROVIDE EDUCATION | $150,000 | |
| LEAP ARTS IN EDUCATION | ||||||||
| PO BOX 427005 | SAN FRANCISCO | CA | 94142 | N/A | PC | ARTIST-IN-RESIDENCE PROGRAM | $15,000 | |
| LEND A HAND FOUNDATION INC | ||||||||
| 8105 CAPWELL DRIVE | OAKLAND | CA | 94621 | N/A | PC | TO ENHANCE THE QUALITY OF LIFE OF IMPOVERISHED CHILDREN, YOUTH, AND FAMILIES BY OFFEERING RESOURCES NOT OTHERWISE AVAILABLE INCLUDING EDUCATIONAL, CULTURAL, AND SPORTING ACTIVITIES AS WELL AS BASIC NEEDS. | $9,996 | |
| LIFE LEARNING ACADEMY | ||||||||
| 651 EIGHTH ST TREASURE ISLAND | SAN FRANCISCO | CA | 94130 | N/A | PC | TO ENSURE THEIR ACADEMIC ACHIEVEMENT, EMPLOYABILITY, AND CAPACITY TO LIVE A HEALTHY, SUCCESSFUL LIFE IN A NONVIOLENT COMMUNITY BASED ON THE CORE PRINCIPLES OF REAL-WORLD LEARNING, RECIPROCAL RESTITUTION, AND EACH ONE TEACH ONE. | $50,000 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | N/A | PC | ZOO EXPLORERS | $50,000 | |
| LUNA KIDS DANCE INC | ||||||||
| PO BOX 7788 | BERKELEY | CA | 94707 | N/A | PC | TO BRING CREATIVITY, EQUITY AND COMMUNITY TO EVERY CHILD'S LIFE THROUGH THE ART OF DANCE | $15,000 | |
| MAKE-A-WISH GREATER BAY AREA | ||||||||
| 1333 BROADWAY SUITE 200 | OAKLAND | CA | 94512 | N/A | PC | ADOPT A WISH | $50,000 | |
| MATRICULATE | ||||||||
| C/O TEACH FOR AMERICA 25 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | TO EMPOWER HIGH-ACHIEVING, LOW-INCOME HIGH SCHOOL STUDENTS TO MAKE THE LEAP TO OUR BEST COLLEGES AND UNIVERSITIES | $35,000 | 12TH FL |
| MENTOR TUTOR CONNECTION | ||||||||
| PO BOX 1473 | LOS ALTOS | CA | 94023 | N/A | PC | TO BE A GOOD LISTENER, A SOURCE OF SUPPORT AND ENCOURAGEMENT, AND A CARING GUIDE WHO INSPIRES HOPE FOR A BRIGHT FUTURE. | $15,000 | |
| MERCY HOUSING | ||||||||
| 1600 BROADWAY SUITE 2000 | DENVER | CO | 80202 | N/A | PC | GRACE APARTMENTS OUT OF SCHOOL TIME PROGRAM | $22,281 | |
| MICHELLE OBAMA ELEMENTARY (FKA WILSON) | ||||||||
| 629 42ND ST | RICHMOND | CA | 94805 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| MINDFUL SCHOOLS | ||||||||
| 1260 45TH STREET SUITE B | EMERYVILLE | CA | 94608 | N/A | PC | BEYOND PILOT: YEAR ONE | $30,000 | |
| MISSION GRADUATES | ||||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | COLLEGE ACCESS SUPPORT | $70,000 | |
| MONTEREY JAZZ FESTIVAL | ||||||||
| PO BOX JAZZ | MONTEREY | CA | 93942 | N/A | PC | TO INSPIRE THE DISCOVERY AND CELEBRATION OF JAZZ, ANCHORED BY AN ICONIC FESTIVAL. | $20,000 | |
| MT DIABLO UNIFIED SCHOOL DISTRICT | ||||||||
| 2701 WILLOW PASS ROAD | CONCORD | CA | 94519 | N/A | PC | TO PREPARE STUDENTS FOR POST-SECONDARY SUCCESS BY PROVIDING A SAFE, SUPPORTIVE, AND INCLUSIVE ENVIRONMENT | $15,000 | |
| MUSIC IN SCHOOLS TODAY | ||||||||
| 582 MARKET STREET SUITE 213 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO PROVIDE JOYFUL MUSIC AND ARTS PROGRAMS THAT PROMOTE SOCIAL EMOTIONAL LEARNING, LITERACY AND SOCIAL JUSTICE THROUGH THE HEALING POWER OF MUSIC. | $20,000 | |
| NATURAL HIGH | ||||||||
| 7881-A DRURY LANE | LA JOLLA | CA | 92037 | N/A | PC | ONE TO ONE TUTORING | $30,000 | |
| NATURAL HISTORY MUSEUM OF LA COUNTY | ||||||||
| 900 EXPOSITION BOULEVARD | LOS ANGELES | CA | 90007 | N/A | PC | TO INSPIRE WONDER, DISCOVERY, AND RESPONSIBILITY FOR OUR NATURAL AND CULTURAL WORLDS | $25,000 | |
| NATUREBRIDGE | ||||||||
| 1033 FORT CRONKHITE | SAUSALITO | CA | 94965 | N/A | PC | TO CONNECT YOUNG PEOPLE TO THE WONDER AND SCIENCE OF THE NATURAL WORLD, IGNITING SELF-DISCOVERY AND INSPIRING STEWARDSHIP OF OUR PLANET. | $50,000 | |
| NEW DAY FOR CHILDREN | ||||||||
| PO BOX 439 | ALAMO | CA | 94607 | N/A | PC | TO PROVIDE TANGIBLE HOPE AND HELP TO AMERICAN FAMILIES OF SEX TRAFFICKED CHILDREN. | $40,000 | |
| NEW DOOR VENTURES | ||||||||
| 3221 20TH STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | PREPARE OPPORTUNITY YOUTH FOR WORK AND LIFE, BY PROVIDING THE JOBS, TRAINING, EDUCATION, AND SUPPORT THEY NEED TO DISCOVER AND ACHIEVE THEIR POTENTIAL | $35,000 | |
| NORTHWEST ACADEMY | ||||||||
| 1130 SW MAIN STREET | PORTLAND | OR | 97205 | N/A | PC | NORTHWEST ACADEMY SCHOLARSHIP FUND | $75,000 | |
| OAKLAND CHILDREN'S FAIRYLAND INC | ||||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | N/A | PC | GENERAL OPERATING SUPPORT | $24,616 | |
| OAKLAND LACROSSE CLUB | ||||||||
| 638 3RD STREET | OAKLAND | CA | 94607 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | N/A | PC | THINK COLLEGE NOW SCIENCE PROGRAM | $50,000 | |
| OAKLAND SCHOOLS FOR THE ARTS | ||||||||
| 530 18TH STREET | OAKLAND | CA | 94612 | N/A | PC | VISUAL AND PERFORMING ARTS CHARTER SCHOOL | $30,000 | |
| OFF THE STREET CLUB | ||||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | N/A | PC | SAVE OUR SUMMER CAMP | $50,000 | |
| OMENA | ||||||||
| 232 BROWN ST | PROVIDENCE | RI | 02906 | N/A | PC | SOCIAL EMOTIONAL LEARNING TO BREAK THE CYCLE OF EMOTIONAL ABUSE | $10,000 | |
| ONEGOAL | ||||||||
| 180 N WABASH AVE SUITE 800 | CHICAGO | IL | 60601 | N/A | PC | STRENGTHENING COLLEGE ACCESS & SUCCESS FOR LOW-INCOME STUDENTS OF COLOR IN THE BAY AREA | $45,000 | |
| PARENTING NOW | ||||||||
| 86 CENTENNIAL LOOP | EUGENE | OR | 97401 | N/A | PC | PARENTING: THE FIRST THREE YEARS AND CHILDREN'S PROGRAM | $40,000 | |
| PARTNERSHIP 4 KIDS | ||||||||
| 1004 FARNAM STREET SUITE 200 | OMAHA | NE | 68102 | N/A | PC | TO PROVIDE INNOVATIVE AND EFFECTIVE COMPREHENSIVE HEALTH EDUCATION TO TEENS TO PREPARE THEM FOR LIFE'S CHALLENGES. | $17,000 | |
| PATHLIGHT INTERNATIONAL | ||||||||
| 3037 HOPYARD RD SUITE T | PLEASANTON | CA | 94588 | N/A | PC | TO EMPOWER CHILDREN IN BELIZE TO RECEIVE A QUALITY EDUCATION, BREAK FREE FROM POVERTY, AND REACH THEIR GOD-GIVEN POTENTIAL | $40,000 | |
| PEER HEALTH EXCHANGE | ||||||||
| 100 WEBSTER STREET SUITE 300 | OAKLAND | CA | 94607 | N/A | PC | TO BUILD HEALTHIER COMMUNITIES WITH YOUNG PEOPLE. TOGETHER, WE CREATE EDUCATION OPPORTUNITIES FOR PEERS TO SHARE THE TOOLS AND RESOURCES YOUNG PEOPLE NEED TO MAKE HEALTHY DECISIONS | $65,000 | |
| PEOPLE'S MUSIC SCHOOL | ||||||||
| 931 W EASTWOOD AVE | CHICAGO | IL | 60640 | N/A | PC | TO DELIVER ACCESS TO THE BENEFITS OF HIGH-QUALITY, TUITION-FREE MUSIC EDUCATION | $25,000 | |
| PLAYWORKS NORTHERN CALIFORNIA | ||||||||
| 1423 BROADWAY PMB 161 | OAKLAND | CA | 94612 | N/A | PC | TO IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN BY INCREASING OPPORTUNITIES FOR PHYSICAL ACTIVITY AND SAFE, MEANINGFUL PLAY. | $60,000 | |
| POINT BLUE CONSERVATION SCIENCE | ||||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | N/A | PC | STUDENTS AND TEACHERS RESTORING A WATERSHED (STRAW) | $25,000 | |
| READING PARTNERS | ||||||||
| 520 THIRD ST STE 203 | OAKLAND | CA | 94607 | N/A | PC | TO HELP CHILDREN BECOME LIFELONG READERS BY EMPOWERING COMMUNITIES TO PROVIDE INDIVIDUALIZED INSTRUCTION WITH MEASURABLE RESULTS. | $100,000 | |
| REDWOOD CITY EDUCATION FUND | ||||||||
| PO BOX 3046 | REDWOOD CITY | CA | 94063 | N/A | PC | TO IMPROVE THE ACADEMIC PERFORMANCE OF UNDERSERVED STUDENTS IN THE REDWOOD CITY SCHOOL DISTRICT | $20,000 | |
| REFLECTIONS FOUNDATION | ||||||||
| 10816 S PARNELL | CHICAGO | IL | 60628 | N/A | PC | TO PROVIDE MENTORING PROGRAMS FORGIRLS AGES 7-17 THAT GIVES THEM THE OPPORTUNITY OF LEARNING VITAL LIFE SKILL OFEFFECTIVE COMMUNICATION. | $25,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 101 ZELLERBACH HALL 4800 UNIVERSITY | BERKELEY | CA | 94720 | N/A | PC | TO PROVIDE EDUCATION | $20,000 | OF CALIFORNIA |
| RELIEF NURSERY INC | ||||||||
| 1720 WEST 25TH AVENUE | EUGENE | OR | 97405 | N/A | PC | THERAPEUTIC EARLY CHILDHOOD PROGRAM, SPECIAL EDUCATION | $40,000 | |
| RHYTHMIX CULTURAL WORKS | ||||||||
| 2513 BLANDING AVENUE | ALAMEDA | CA | 94501 | N/A | PC | PERFORMANCE ART & LEARNING 2022 | $15,080 | |
| RICHMOND PROMISE INC | ||||||||
| 440 CIVIC CENTER PLAZA | RICHMOND | CA | 94804 | N/A | PC | RICHMOND PROMISE NEAR PEER AMBASSADOR PROGRAM | $25,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 620 S 38TH AVE | OMAHA | NE | 68105 | N/A | PC | TO PROVIDE ESSENTIAL SERVICES THAT REMOVE BARRIERS, STRENGTHEN FAMILIES AND PROMOTE HEALING WHEN CHILDREN NEED HEALTHCARE. | $30,000 | |
| SAFE AND SOUND | ||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | N/A | PC | TO PREVENT CHILD ABUSE AND REDUCE ITS DEVASTATING IMPACT. | $100,000 | |
| SAFE PASSAGES | ||||||||
| 250 FRANK H OGAWA PLAZA SUITE 6306 | OAKLAND | CA | 94512 | N/A | PC | TO STRENGTHEN THE SAFETY NET FOR POOR PEOPLE AND LEVEL THE PLAYING FIELD FOR MARGINALIZED STUDENTS, FAMILIES, AND COMMUNITIES IN ALAMEDA COUNTY. | $17,500 | |
| SALMON CREEK HOSPITAL FOUNDATION | ||||||||
| 2211 NE 139TH ST PO BOX 5245 | VANCOUVER | WA | 98686 | N/A | PC | TO SUPPORT AND ADVANCE THE PROGRAMS AND SERVICES OF LEGACY SALMON CREEK HOSPITAL | $23,344 | |
| SAN FRANCISCO CASA | ||||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | CORE ADVOCACY PROGRAM FOR YOUTH IN FOSTER CARE | $35,000 | |
| SAN FRANCISCO CASA | ||||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | CORE ADVOCACY PROGRAM FOR YOUTH IN FOSTER CARE | $40,000 | |
| SAN FRANCISCO EDUCATION FUND | ||||||||
| 2730 BRYANT STREET SECOND FLOOR | SAN FRANCISCO | CA | 94110 | N/A | PC | TECHNOLOGY-ENABLED READING INTERVENTION IN SAN FRANCISCO | $25,000 | |
| SAN FRANCISCO JAZZ ORGANIZATION | ||||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | TO DEVELOP THE AUDIENCE FOR JAZZ IN THE SAN FRANCISCO BAY AREA AND BEYOND | $30,000 | |
| SAN MATEO FOSTER CITY SCHOOL DISTRICT | ||||||||
| 1170 CHESS DRIVE | SAN MATEO | CA | 94404 | N/A | PC | TO PROVIDE A HIGH-QUALITY, RIGOROUS, AND EQUITABLE EDUCATION FOR ALL STUDENTS WHILE SUPPORTING THEM TO REACH THEIR FULL POTENTIAL | $10,900 | |
| SANTA BARBARA EDUCATION FOUNDATION-THE ACADEMY AT DOS PUEBLOS HIGH SCHOOL | ||||||||
| 1330 STATE STREET SUITE 201 | SANTA BARBARA | CA | 93101 | N/A | PC | THE ACADEMY FOR SUCCESS | $25,000 | |
| SENECA FAMILY OF AGENCIES | ||||||||
| 8945 GOLF LINKS ROAD | OAKLAND | CA | 94605 | N/A | PC | ENGAGING STUDENTS AND FAMILIES AT BUILDING BLOCKS AND MAYA ANGELOU ACADEMY | $27,581 | |
| SERAPHIC FIRE | ||||||||
| 2153 CORAL WAY SUITE 401 | MIAMI | FL | 33145 | N/A | PC | PROFESSIONAL VOCAL EMSAMBLE IN THE US | $25,000 | |
| SERENDIPITY CENTER | ||||||||
| PO BOX 33350 | PORTLAND | OR | 97292 | N/A | PC | TO PROVIDE THE BEST ENVIRONMENT FOR OUR STUDENTS TO HEAL AND BECOME EDUCATED, PRODUCTIVE COMMUNITY MEMBERS. | $50,000 | |
| SERENDIPITY CENTER | ||||||||
| PO BOX 33350 | PORTLAND | OR | 97292 | N/A | PC | TO PROVIDE THE BEST ENVIRONMENT FOR OUR STUDENTS TO HEAL AND BECOME EDUCATED, PRODUCTIVE COMMUNITY MEMBERS. | $50,000 | |
| SHINE TOGETHER (FKA TEEN SUCCESS INC) | ||||||||
| 508 VALLEY WAY | MILPITAS | CA | 94965 | N/A | PC | BUILDS PATHWAYS TO PROSPERITY FOR TWO GENERATIONS | $25,000 | |
| SOCIAL GOOD FUND | ||||||||
| 325 MARKS RD | ALAMO | CA | 94507 | N/A | PC | TO SPONSOR AND DEVELOP PROJECTS THAT WILL HELP POSITIVELY IMPACT AND DEVELOP LOCAL COMMUNITIES INTO HEALTHIER AND HAPPIER PLACES TO LIVE, WORK, AND BE. | $50,000 | |
| SOCIAL GOOD FUND | ||||||||
| 325 MARKS RD | ALAMO | CA | 94507 | N/A | PC | TO CULTIVATE AND ESTABLISH POSITIVE INFLUENCES | $28,000 | |
| SPARK PROMISE | ||||||||
| 127 HERITAGE PARK DRIVE | DANVILLE | CA | 945061129 | N/A | PC | PROMOTES EQUITY IN OPPORTUNITY TO EMPOWER STUDENTS ON THEIR JOURNEYS. | $75,000 | |
| SPECIAL OLYMPICS NORTHER CA & NV | ||||||||
| 3480 BUSKIRK AVENUE SUITE 340 | PLEASANT HILL | CA | 94621 | N/A | PC | TO ENHANCE LIVES THROUGH SPORTS AND INCLUSION | $50,000 | |
| SPECIAL OLYMPICS NORTHERN CALIFORNIA AND NEVADA | ||||||||
| 3480 BUSKIRK AVENUE SUITE 340 | PLEASANT HILL | CA | 94523 | N/A | PC | HELP TRANSFORM A NORTHERN CALIFORNIA ATHLETE'S LIFE WITH A GIFT TO SPECIAL OLYMPICS | $50,000 | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| TWO PENN CENTER SUITE 1160 JOHN F | PHILADELPHIA | PA | 19102 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | KENNEDY BLVD |
| ST FRANCIS CENTER OF REDWOOD CITY | ||||||||
| 151 BUCKINGHAM AVE | REDWOOD CITY | CA | 94063 | N/A | PC | MAKING A GREAT SPACE EVEN BETTER | $25,000 | |
| ST MARY'S ACADEMY | ||||||||
| 1615 SW FIFTH AVENUE | PORTLAND | OR | 97201 | N/A | PC | QUEST SCHOLARSHIP GRANT FOR TUITION ASSISTANCE | $50,000 | |
| STJOSEPH THE PROVIDER SCHOOL | ||||||||
| 1145 TURIN ST | YOUNGSTOWN | OH | 44510 | N/A | PC | TO PROVIDE AN INCLUSIVE MORAL, SPIRITUAL AND ACADEMIC ATMOSPHERE WHERE LEARNING TAKES PLACE IN A SAFE AND CARING ENVIRONMENT | $32,500 | |
| STREET SOCCER USA | ||||||||
| 115 E 13TH STREET | NEW YORK | NY | 10003 | N/A | PC | BUILDING STREET LEAGUES ACROSS THE COUNTRY FOCUSED ON SOCIAL IMPACT | $40,000 | |
| SUITUP INC | ||||||||
| 25 BROADWAY FL 12 | NEW YORK | NY | 10004 | N/A | PC | INCREASE CAREER READINESS FOR ALL CHILDREN THROUGH INNOVATIVE BUSINESS COMPETITIONS | $25,000 | |
| SUMMER SEARCH BAY AREA | ||||||||
| PO BOX 7731 | SAN FRANCISCO | CA | 94120 | N/A | PC | TO HELP STUDENTS CREATE BRIGHT FUTURES WHERE THEY THRIVE ACADEMICALLY, FINANCIALLY, CAREER-WISE, AND WITHIN THEIR RELATIONSHIPS | $100,000 | |
| SUPPLYBANKORG | ||||||||
| 7730 PARDEE LANE | OAKLAND | CA | 94621 | N/A | PC | TO EFFICIENTLY ADDRESS THE UNMET MATERIAL NEEDS OF HOMELESS AND OTHER IMPOVERISHED CHILDREN, AND ADULTS WORKING TOWARDS SELF-SUFFICIENCY. | $20,000 | |
| SUPPLYBANKORG | ||||||||
| 7730 PARDEE LANE | OAKLAND | CA | 94621 | N/A | PC | TO EFFICIENTLY ADDRESS THE UNMET MATERIAL NEEDS OF HOMELESS AND OTHER IMPOVERISHED CHILDREN, AND ADULTS WORKING TOWARDS SELF-SUFFICIENCY. | $20,000 | |
| TANDEM PARTNERS IN EARLY LEARNING | ||||||||
| 1275 FAIREFAX AVE SUITE 201 | SAN FRANCISCO | CA | 94124 | N/A | PC | TANDEMS EARLY LEARNING PROGRAMS IN ALAMEDA AND CONTRA COSTA COUNTIES | $50,000 | |
| TEACH FOR AMERICA | ||||||||
| PO BOX 745908 | LOS ANGELES | CA | 90074 | N/A | PC | FINDS, DEVELOPS, AND SUPPORTS EQUITY-ORIENTED LEADERS-INDIVIDUALLY AND IN TEAMS-SO THEY CAN TRANSFORM EDUCATION AND EXPAND OPPORTUNITY WITH CHILDREN, STARTING IN THE CLASSROOM | $150,000 | |
| THE ATHENIAN SCHOOL | ||||||||
| 2100 MT DIABLO SCENIC BLVD | DANVILLE | CA | 94506 | N/A | PC | THE ATHENIAN SCHOOL, QUEST SCHOLAR | $94,500 | |
| THE CRAYON INITIATIVE | ||||||||
| 540 GLASGOW CIRCLE | DANVILLE | CA | 94526 | N/A | PC | WE BRING HAPPINESS TO CHILDREN WHO ARE FACING THE STRESS OF HOSPITALIZATION BY GIVING THEM THE FREEDOM THAT COMES WITH CREATIVE PLAY. | $40,000 | |
| THE MOSAIC PROJECT | ||||||||
| 478 SANTA CLARA AVE SUITE 200 | OAKLAND | CA | 94610 | N/A | PC | WORKS TOWARDS A PEACEFUL FUTURE BY REACHING CHILDREN IN THEIR FORMATIVE YEARS | $25,000 | |
| THE ORIGINAL SCRAPER BIKE TEAM INC | ||||||||
| PO BOX 5367 | OAKLAND | CA | 94605 | N/A | PC | EMPOWERS URBAN YOUTH LIVING IN UNDERSERVED COMMUNITIES THROUGH SELF-EXPRESSION AND CREATIVITY | $15,000 | |
| THE PRACTICE SPACE | ||||||||
| 1600 NAVELLIER STREET | EL CERRITO | CA | 94530 | N/A | PC | TO BUILD CONFIDENCE AND COMMUNITY THROUGH COMMUNICATION SKILL DEVELOPMENT TO ADVANCE INCLUSION, DEVELOP EMPATHY, AND ELEVATE UNDERREPRESENTED VOICES. | $25,000 | |
| THE PRENTICE SCHOOL | ||||||||
| 18341 LASSEN DRIVE | SANTA ANA | CA | 92705 | N/A | PC | NEED-BASED SCHOLARSHIP FOR TRANSFORMATION | $10,000 | |
| THE TEACHING WELL | ||||||||
| 360 GRAND AVE 77 | OAKLAND | CA | 94610 | N/A | PC | EMPOWERS TIME-CRUNCHED TEACHERS TO PRIORITIZE AND NOURISH THEMSELVES SO THAT THEY CAN BE RESILIENT BOTH INSIDE AND OUTSIDE OF THE CLASSROOM. | $29,536 | |
| THERE WITH CARE OF THE BAY AREA | ||||||||
| 2682 MIDDIEFIELD ROAD SUITE H | REDWOOD CITY | CA | 94063 | N/A | PC | STAFFING FOR SAN FRANCISCO EXPANSION | $70,000 | |
| TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS | ||||||||
| 3033 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22201 | N/A | PC | PROVIDING COMPASSIONATE CARE AND COMPREHENSIVE RESOURCES FOR ALL THOSE GRIEVING THE DEATH OF A MILITARY OR VETERAN LOVED ONE. | $30,000 | |
| TUTORING CHICAGO | ||||||||
| 303 W MADISON SUITE 750 | CHICAGO | IL | 60606 | N/A | PC | ONE TO ONE TUTORING | $20,000 | |
| UC BERKELEY HAAS SCHOOL BOOST PROGRAM | ||||||||
| 2220 PIEDMONT AVE | BERKELEY | CA | 94720 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| UJIMA FAMILY RECOVERY SERVICES | ||||||||
| 1901 CHURCH LANE | SAN PABLO | CA | 94806 | N/A | PC | CHILDRENS RECOVERY & FAMILY EDUCATION PROGRAM (KIDS GROUP) | $75,000 | |
| UPWARD ROOTS | ||||||||
| 270 GRAND AVENUE SUITE 1 | OAKLAND | CA | 94610 | N/A | PC | TO EQUIP YOUTH TO BE LEADERS AND CHANGEMAKERS THROUGH YOUTH-LED, YOUTH-DRIVEN COMMUNITY SERVICE | $40,000 | |
| URBAN INITIATIVES | ||||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 60661 | N/A | PC | WORK TO PLAY | $60,000 | |
| VERDE ELEMENTARY SCHOOL | ||||||||
| 2000 GIARAMITA AVENUE | RICHMOND | CA | 94801 | N/A | PC | FREE EDUCATION | $20,000 | |
| VIDA VERDE NATURE EDUCATION | ||||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | N/A | PC | MULTI-DAY OUTDOOR EDUCATION EXPERIENCES FOR LOW-INCOME OAKLAND AND BAY AREA YOUTH | $40,000 | |
| WATERSIDE WORKSHOPS | ||||||||
| 84 BOLIVAR DRIVE | BERKELEY | CA | 94710 | N/A | PC | TO ENGAGE YOUTH AND THE COMMUNITY THROUGH HANDS-ON LEARNING IN BICYCLE MECHANICS, WOODEN BOATBUILDING, AND OUTDOOR EDUCATION | $30,000 | |
| WE CARE SERVICES FOR CHILDREN | ||||||||
| 2191 KIRKER PASS ROAD | CONCORD | CA | 94521 | N/A | PC | TO HELP YOUNG CHILDREN AND THEIR FAMILIES REACH THEIR FULL POTENTIAL, REGARDLESS OF THEIR ABILITIES OR CIRCUMSTANCES. | $30,000 | |
| WHEEL TO WALK FOUNDATION | ||||||||
| PO BOX 20146 | PORTLAND | OR | 97294 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WRITERCOACH CONNECTION | ||||||||
| 2320 CHANNING WAY | BERKELEY | CA | 94704 | N/A | PC | TO CONNECT TRAINED, CARING VOLUNTEER COACHES WITH MIDDLE AND HIGH SCHOOL STUDENTS TO ENGAGE, ENCOURAGE AND INSPIRE THEM TO THINK MORE CRITICALLY AND WRITE MORE SKILLFULLY | $18,000 | |
| YES NATURE TO NEIGHBORHOODS | ||||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94704 | N/A | PC | TO NURTURE LEADERS WHO CHAMPION THE WELLBEING OF OUR COMMUNITY | $50,000 | |
| YOUTH TRANSPORTATION ORGANIZATION | ||||||||
| 57 DOMINICAN DR | SAN RAFAEL | CA | 94901 | N/A | PC | ACQUIRING TRANSPORTATION FROM TRUSTED THIRD PARTIES TO DISTRIBUTE TO NON-PROFITS AND SCHOOLS THAT SERVE UNDERPRIVILEGED K-12 CHILDREN IN THE UNITED STATES. | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,336,150 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALAMEDA EDUCATION FOUNDATION | ||||||||
| PO BOX 1363 | ALAMEDA | CA | 94501 | N/A | PC | TO SUPPORT EDUCATIONAL PROGRAMS | $9,320 | |
| ASSISTANCE LEAGUE OF EUGENE | ||||||||
| 1149 WILLAMETTE ST | EUGENE | OR | 97401 | N/A | PC | TO PROVIDE PROGRAMS WHICH ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITY (LANE COUNTY, OR) | $25,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DRIVE GOLDEN | SAN FRANCISCO | CA | 94118 | N/A | PC | CAREERS IN SCIENCE PROGRAM | $50,000 | GATE PARK |
| CASA COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY | ||||||||
| P O BOX 1418 | KENWOOD | CA | 95452 | N/A | PC | CASA OF SONOMA COUNTY SUCCESSFUL FUTURES PROGRAM | $50,000 | |
| CHILDREN'S HOME AID | ||||||||
| 200 W MONROE ST SUITE 2100 | CHICAGO | IL | 60606 | N/A | PC | WE ADVANCE THE WELL-BEING OF CHILDREN BY INVESTING IN FAMILIES TO DISRUPT THE SYSTEMIC AND MULTI-GENERATIONAL CYCLE OF RACIAL, SOCIAL AND ECONOMIC INEQUALITY. | $40,000 | |
| COLLEGESPRING | ||||||||
| 1990 N CILIFORNIA BLVD SUITE 20 | WALNUT CREEK | CA | 94596 | N/A | PC | PROVIDING SAT AND ACT TEST PREPARATION IN THE BAY AREA | $50,000 | |
| DIABLO BALLET | ||||||||
| PO BOX 4700 | WALNUT CREEK | CA | 94596 | N/A | PC | DIABLO BALLET'S PEEK AND PEEK EXTENSION PROGRAMS | $20,000 | |
| FIRST GRADUATE | ||||||||
| 2973 16TH STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | N/A | PC | COLLEGE ACCESS AND SUCCESS | $60,000 | |
| GENESYS WORKS - BAY AREA | ||||||||
| 1721 BROADWAY SUITE 201 | OAKLAND | CA | 94621 | N/A | PC | SUPPORTING COLLEGE & CAREER SUCCESS FOR UNDERSERVED BAY AREA YOUTH | $25,000 | |
| GIRLS INC OF ALAMEDA COUNTY | ||||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | N/A | PC | EUREKA! TEEN ACHIEVEMENT PROGRAM (EUREKA!) | $25,000 | |
| GLOBAL GLIMPSE | ||||||||
| 490 LAKE PARK AVE 16039 | OAKLAND | CA | 94610 | N/A | PC | GLOBAL GLIMPSE KENNEDY HIGH AND SUMMIT K2 PROGRAM | $50,000 | |
| HOPE CENTER OF EAGLE RIVER VALLEY | ||||||||
| PO BOX 2127 | EAGLE | CO | 81631 | N/A | PC | TO SUPPORT MENTAL HEALTH | $35,000 | |
| ISING SILCON VALLEY | ||||||||
| 600 COLORADO AVE | PALO ALTO | CA | 94306 | N/A | PC | TO PROVIDE YOUNG WOMEN WITH EXEMPLARY CHORAL MUSIC EDUCATION THAT WILL FOSTER ARTISTRY, LEADERSHIP, AND COMMUNITY IN A CREATIVE AND SUPPORTIVE ENVIRONMENT. | $12,500 | |
| LANE THOMAS FOUNDATION | ||||||||
| PO BOX 540365 | ELKHORN | NE | 68154 | N/A | PC | SUPPORTING FAMILIES OF CHILDREN NEEDING LIFE-SAVING TRANSPLANTS | $25,000 | |
| LEAP THERAPEUTIC WILDERNESS ADVENTURES | ||||||||
| 806 SW BROADWAY SUITE 1000 | PORTLAND | OR | 97205 | N/A | PC | YOUTH WILDERNESS PROGRAMS | $30,000 | |
| LIGHTHOUSE COMMUNITY CHARTER SCHOOL | ||||||||
| 444 HEGENBERGER RD | OAKLAND | CA | 94621 | N/A | PC | TO TRANSFORM THE LANDSCAPE OF EDUCATION FOR HISTORICALLY UNDERSERVED STUDENTS IN OAKLAND. | $120,000 | |
| MAKING WAVES FOUNDATION | ||||||||
| 3045 RESEARCH DRIVE | RICHMOND | CA | 94806 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MCCALLUM THEATRE | ||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | N/A | PC | TO EDUCATE, ENTERTAIN, AND ENRICH THE COACHELLA VALLEY COMMUNITY THROUGH PERFORMING ARTS | $30,000 | |
| MICHELLE OBAMA ELEMENTARY (FKA WILSON) | ||||||||
| 629 42ND ST | RICHMOND | CA | 94805 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| MONTALVIN MANOR ELEMENTARY SCHOOL | ||||||||
| 300 CHRISTINE DRIVE | SAN PABLO | CA | 94806 | N/A | PC | TO PROVIDE A STIMULATING LEARNING ENVIRONMENT | $20,000 | |
| OAKLAND CHILDREN'S FAIRYLAND INC | ||||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | N/A | PC | THINK COLLEGE NOW SCIENCE PROGRAM | $25,000 | |
| PARTNERSHIP 4 KIDS | ||||||||
| 1004 FARNAM STREET SUITE 200 | OMAHA | NE | 68102 | N/A | PC | TO PROVIDE INNOVATIVE AND EFFECTIVE COMPREHENSIVE HEALTH EDUCATION TO TEENS TO PREPARE THEM FOR LIFE'S CHALLENGES. | $17,000 | |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | ||||||||
| 1055 WILSHIRE BLVD SUITE 1850 | LOS ANGELES | CA | 90017 | N/A | PC | ENHANCED PERSONALIZED INSTRUCTION | $33,375 | |
| RANCHO CIELO | ||||||||
| PO BOX 6948 | SALINAS | CA | 93912 | N/A | PC | GENERAL OPERATING SUPPORT | $32,500 | |
| RHYTHMIX CULTURAL WORKS | ||||||||
| 2513 BLANDING AVENUE | ALAMEDA | CA | 94501 | N/A | PC | PERFORMANCE ART & LEARNING 2022 | $26,250 | |
| RICHMOND PROMISE INC | ||||||||
| 440 CIVIC CENTER PLAZA | RICHMOND | CA | 94804 | N/A | PC | RICHMOND PROMISE NEAR PEER AMBASSADOR PROGRAM | $25,000 | |
| SAFE PASSAGES | ||||||||
| 250 FRANK H OGAWA PLAZA SUITE 6306 | OAKLAND | CA | 94512 | N/A | PC | TO STRENGTHEN THE SAFETY NET FOR POOR PEOPLE AND LEVEL THE PLAYING FIELD FOR MARGINALIZED STUDENTS, FAMILIES, AND COMMUNITIES IN ALAMEDA COUNTY. | $17,500 | |
| SAFEHOME INC | ||||||||
| PO BOX 4563 | OVERLAND PARK | KS | 66204 | N/A | PC | FREE FROM DOMESTIC VIOLENCE | $25,000 | |
| SHELTER INC | ||||||||
| PO BOX 5368 | CONCORD | CA | 94524 | N/A | PC | MOUNTAIN VIEW EMERGENCY FAMILY SHELTER | $60,000 | |
| SHINE TOGETHER (FKA TEEN SUCCESS INC) | ||||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | BUILDS PATHWAYS TO PROSPERITY FOR TWO GENERATIONS | $25,000 | |
| THE ART OF YOGA PROJECT | ||||||||
| 555 BRYANT STREET 232 | PALO ALTO | CA | 94301 | N/A | PC | REGULATE TRAUMATIZED INDIVIDUALS' NERVOUS SYSTEMS AND BRING THEM BAACK INTO BALANCE THROUGH THE NEUROSEQUENTIAL MONDEL OF THERAPEUTICS | $20,000 | |
| THE ATHENIAN SCHOOL | ||||||||
| 2100 MT DIABLO SCENIC BLVD | DANVILLE | CA | 94506 | N/A | PC | THE ATHENIAN SCHOOL, QUEST SCHOLAR | $99,340 | |
| THE HIDDEN GENIUS PROJECT | ||||||||
| 2934 TELEGRAPH AVE | OAKLAND | CA | 94609 | N/A | PC | TRAINS AND MENTORS BLACK MALE YOUTH IN TECHNOLOGY CREATION, ENTREPRENEURSHIP, AND LEADERSHIP SKILLS TO TRANSFORM THEIR LIVES AND COMMUNITIES. | $25,000 | |
| THE MINDFUL PROJECT | ||||||||
| 1001 CANAL BLVD SUITE A-0 | RICHMOND | CA | 94804 | N/A | PC | MINDFULNESS AND YOGA IN BAY AREA SCHOOLS | $60,000 | |
| THE PINKNEY FOUNDATION (FKA ACE KIDS GOLF) | ||||||||
| 306 12TH STREET | OAKLAND | CA | 94607 | N/A | PC | TO PROVIDE UNDERPRIVILEGED CHILDREN WITH THE OPPORTUNITY TO EXPERIENCE THE JOY OF GOLF | $30,000 | |
| THE TECH INTERACTIVE | ||||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | N/A | PC | TO INSPIRE THE INNOVATOR IN EVERYONE | $40,000 | |
| UC BERKELEY HAAS SCHOOL BOOST PROGRAM | ||||||||
| 2220 PIEDMONT AVE | BERKELEY | CA | 94720 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| URBAN INITIATIVES | ||||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 60661 | N/A | PC | WORK TO PLAY | $60,000 | |
| WEST COUNTY MANDARIN SCHOOL | ||||||||
| 1575 MANN DRIVE | PINOLE | CA | 94564 | N/A | PC | TO EQUITY AND HAVE HIGH STANDARDS FOR THE GROWTH AND SUCCESS OF ALL STUDENTS | $30,000 | |
| WHEEL TO WALK FOUNDATION | ||||||||
| PO BOX 20146 | PORTLAND | OR | 97294 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,477,785 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,005 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,418,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,085,365 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,535,337 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,535,337 | 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 | DOROTHY JERNSTEDT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $918,926 | 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 | $918,926 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $70,541 | Amt |
| Net Investment Income | $31,940 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,940 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS - MS MAIN | BondNm |
| EOY Book Value | $2,597,819 | EOYBookValueAmt |
| EOYFMV | $2,597,819 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - BERNSTEIN | $5,133,441 | $5,133,441 |
| CORPORATE STOCK - BROWN BROTHERS HARRIMAN | $2,409,906 | $2,409,906 |
| CORPORATE STOCKS - MS #18340 | $523,476 | $523,476 |
| CORPORATE STOCK - SCHARF #11550 | $13,322,876 | $13,322,876 |
| CORPORATE STOCK - FIRST REPUBLIC #18230 | $6,363,896 | $6,363,896 |
| CORPORATE STOCK - MS CASH #18301 | $11,295,027 | $11,295,027 |
| CORPORATE STOCK - MS #18331 | $1,149,672 | $1,149,672 |
| CORPORATE STOCK - DODGE & COX | $14,610,397 | $14,610,397 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $589,529 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $589,529 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCK FUNDS - BERNSTEIN | FMV | $4,119,976 | $4,119,976 |
| EQUITY FUNDS - DODGE & COX, SCHWAB | FMV | $2,261,364 | $2,261,364 |
| MORGAN STANLEY ALTERNATIVE INVESTMENTS | FMV | $347,651 | $347,651 |
| REAL ESTATE INCOME FUND - MS CASH ALTER | FMV | $782,753 | $782,753 |
| REAL ESTATE INCOME FUND - BROWN BROTHERS | FMV | $433,871 | $433,871 |
| REAL ESTATE INCOME FUND - BERSTEIN | FMV | $1,064,460 | $1,064,460 |
| OTHER FUNDS - DODGE & COX, SCHAWB | FMV | $84,333 | $84,333 |
| EQUITY FUNDS - BROWN BROTHERS HARRIMAN | FMV | $7,787,278 | $7,787,278 |
| ETFS - FIRST REPUBLIC #18230 | FMV | $2,870,341 | $2,870,341 |
| OTHER FUNDS - SCHARF #11550 | FMV | $621,514 | $621,514 |
| OTHER INVESTMENTS - BERNSTEIN | FMV | $4,636,749 | $4,636,749 |
| OTHER INVESTMENTS - BROWN BROTHERS HARRIMAN | FMV | $5,455,503 | $5,455,503 |
| OTHER INVESTMENTS - DODGE & COX | FMV | $9,119,181 | $9,119,181 |
| OTHER INVESTMENTS - FIRST REPUBLIC #18230 | FMV | $3,682,714 | $3,682,714 |
| OTHER INVESTMENTS - SCHARF #11550 | FMV | $60,258 | $60,258 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $88,685 | $116,119 | $116,119 |
| INVESTMENT SALE RECEIVABLE | $4,704 | $9,781 | $9,781 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES/POSTAGE | $3,570 | $0 | $3,570 |
| INSURANCE | $1,342 | $0 | $1,342 |
| TELEPHONE | $3,299 | $0 | $3,299 |
| MISCELLANEOUS | $364 | $0 | $364 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $8,164,131 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED SECTION 4940 TAX PAYABLE | $172,000 | $285,000 |
| DUE TO RELATED PARTY | $45,347 | $49,532 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $390,850 | $390,850 | $0 |
| OTHER PROFESSIONAL FEES | $7,128 | $0 | $7,128 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $32 | $26,621 | $0 |
| EXCISE TAXES | $113,000 | $0 | $0 |