COLLEGE FUTURES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COLLEGE FUTURES FOUNDATION (EIN 94-2618667)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349100928
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2024-11-13T11:46:40-06:00 | 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 | 942618667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGE FUTURES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLL | BusinessNameControlTxt |
| Phone | 4152871800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 HARRISON STREET 1900 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIPPE WALLACE | PersonNm |
| Person Title | COO & SECRETARY | PersonTitleTxt |
| Phone | 4152871800 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 4089616300 | 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 | $534,222,530 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,153,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,966,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,203,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,553,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,221,632 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,356,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,188,208 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,135,340 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,109 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,077,231 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,891,866 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $145,138 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,746,728 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,264,902 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $37,121 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,227,781 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $87,510 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,893 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $68,617 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $125,218 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $45,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $79,268 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $365,825 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $365,825 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $848,878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $287,422 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,042 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $270,336 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $508,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $508,200 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $169,712 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $169,712 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,626,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,908,278 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,043,096 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,294,116 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,500,911 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,287,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,646,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,019,913 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,940,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,500,911 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,307,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,584,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,687,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,061,842 | CashBOYAmt |
| Cash EOY | $5,392,644 | CashEOYAmt |
| Cash EOYFMV | $5,392,644 | CashEOYFMVAmt |
| Acct Rcvbl | $176,232,438 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,036,662 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $176,232,438 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $176,232,438 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $35,528 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,802 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $35,528 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $35,528 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $144,686 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $203,322 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $203,322 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,766,388 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,766,388 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $481,313,691 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $335,773,901 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $335,773,901 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,638,569 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,414,706 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,442,658 | LandBOYAmt |
| Land EOY | $1,223,863 | LandEOYAmt |
| Land EOYFMV | $1,223,863 | LandEOYFMVAmt |
| Other Assets BOY | $4,022,406 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,532,690 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,594,446 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $506,025,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $536,160,774 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $534,222,530 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,171,835 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,270,542 | AccountsPayableEOYAmt |
| Grants Payable BOY | $9,072,759 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,723,263 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,794,757 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,933,919 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,039,351 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,927,724 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $491,748,840 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $520,233,050 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $237,556 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $491,986,396 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $520,233,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $506,025,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $536,160,774 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $491,986,396 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,584,666 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,831,320 | OtherIncreasesAmt |
| Subtotal | $520,233,050 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $520,233,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN FROM PASS-THROUGH ENTITIES | P | 2010-01-01 | 2023-12-31 | $24,632,663 | $24,632,663 | $24,632,663 | |
| CAPITAL GAIN DISTRIBUTIONS | P | 2022-12-31 | 2023-12-31 | $30,768 | $30,768 | $30,768 | |
| PUBLICLY TRADED SECURITIES | P | 2022-12-31 | 2023-12-31 | $5,551,000 | $1,558,201 | $1,558,201 | $3,992,799 |
| DISPOSITION OF PARTNERSHIP | P | 2010-01-01 | 2023-12-31 | $31,338,632 | $0 | $0 | $31,338,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,221,632 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $301,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $301,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $301,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $332,974 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $482,974 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $181,521 | OverpaymentAmt |
| Applied To ES Tax | $181,521 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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.COLLEGEFUTURES.ORG | WebsiteAddressTxt |
| Individual With Books | PHILLIPPE WALLACE | IndividualWithBooksNm |
| Phone | 4152871800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 HARRISON STREET SUITE 1900 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| LUCAS DONNA | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | BOARD MEMBER, CHAIR | 3.00 | $30,000 | $0 | $0 |
| AVALOS ARNOLDO | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | BOARD MEMBER | 1.50 | $16,000 | $0 | $0 |
| ESCUTIA MARTHA | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | BOARD MEMBER | 1.50 | $16,000 | $0 | $0 |
| MENDONCA LENNY | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | BOARD MEMBER | 1.50 | $16,000 | $0 | $0 |
| OUBRE LINDA | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | BOARD MEMBER | 1.50 | $16,000 | $0 | $0 |
| SELDON WILLA | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | BOARD MEMBER | 1.50 | $16,000 | $0 | $0 |
| SWEARENGIN ASHLEY | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | VICE CHAIR | 1.50 | $16,000 | $0 | $0 |
| TAYLOR PETER | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | BOARD MEMBER (THROUGH 12/31/23) | 1.50 | $16,000 | $0 | $0 |
| WHITMORE RICHARD | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | BOARD MEMBER | 1.50 | $16,000 | $0 | $0 |
| ORTIZ-OAKLEY ELOY | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | PRESIDENT/CEO, BOARD MEMBER EX-OFFICIO | 37.50 | $529,261 | $94,983 | $0 |
| WALLACE PHILLIPPE | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | COO AND SECRETARY | 37.50 | $436,079 | $85,858 | $0 |
| YEE BETTY | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | BOARD MEMBER | 1.50 | $12,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH GONZALEZ | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | CHIEF PROGRAM AND ST | 37.50 | $356,140 | $88,460 | $0 |
| KRYSTEN CURTIS | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | ACTING CFO | 37.50 | $278,882 | $53,007 | $0 |
| REGAN DOUGLASS | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | DIRECTOR OF COMMUNIC | 37.50 | $222,204 | $68,702 | $0 |
| SHAWN WHALEN | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | PROGRAM DIRECTOR | 37.50 | $224,096 | $34,361 | $0 |
| RIA BHATT | ||||||||
| 1999 HARRISON STREET SUITE 1900 | OAKLAND | CA | 94612 | DIRECTOR OF PUBLIC P | 37.50 | $189,894 | $31,865 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BPM LLP | |||||
| ONE CALIFORNIA ST SUITE 2500 | SAN FRANCISCO | CA | 94111 | AUDIT, TAX, AND HR CONSULTING | $174,862 |
| KAREN ZAMARRIPA | |||||
| 106 BLODGETT DR | FOLSOM | CA | 95630 | PROGRAM RELATED CONSULTING | $100,998 |
| EQUIVOLVE | |||||
| 226 E 39TH ST | BALTIMORE | MD | 21218 | DEI SUPPORT | $95,000 |
| SPITFIRE STRATEGIES | |||||
| 2300 N ST NW SUITE 610 | WASHINGTON | DC | 20037 | COMMUNICATIONS RELATED CONSULTING | $74,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO SUPPORT STRATEGIC COMMUNICATIONS AND POLICY ACTIVITIES TO ADVANCE EQUITY IN POSTSECONDARY COMPLETION AND SOCIOECONOMIC MOBILITY. | Description1Txt |
| Expenses1 | $192,500 | Expenses1Amt |
| Description2 | TO SUPPORT POLICY RESEARCH, ADVOCACY WORK, AND A COALITION OF COMMUNITY-BASED ADVOCACY ORGANIZATIONS TO BUILD THEIR LEADERSHIP IN DEVELOPING EQUITY-FOCUSED HIGHER EDUCATION POLICY WITHIN CALIFORNIA. | Description2Txt |
| Expenses2 | $538,971 | Expenses2Amt |
| Description3 | INTERNAL STAFF TIME DEDICATED TO SUPPORTING STRATEGIC COMMUNICATIONS ACTIVITIES UNDER THE FOUNDATION'S PUBLIC ENGAGEMENT AND INFLUENCE PLAN TO ADVANCE EQUITY IN B.A. COMPLETION AND SOCIOECONOMIC MOBILITY. | Description3Txt |
| Expenses3 | $248,788 | Expenses3Amt |
| Description4 | TO SUPPORT EVALUATION, CONSULTING, CONVENINGS, RESEARCH, LANDSCAPE ANALYSIS, AND REPORT DEVELOPMENT RELATED TO IMPLEMENTATION OF THE STUDENT-CENTRIC PRACTICES STRATEGY. | Description4Txt |
| Expenses4 | $370,609 | Expenses4Amt |
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 | $506,754,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,301,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $847,689 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $511,904,038 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $511,904,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,678,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $504,225,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,211,274 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,211,274 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301,453 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,917 | IncomeTaxAmt |
| Total Tax | $305,370 | TotalTaxAmt |
| Distributable Before Adj | $24,905,904 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,905,904 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,905,904 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,307,413 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $51,539 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $24,358,952 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,905,904 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $710,962 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,959,785 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $669,017 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,339,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,358,952 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,358,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $546,952 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $546,952 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,792,812 | 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 | $237,556 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $164,010 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,391,246 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,722,229 | ExcessFromYear4Amt |
| Excess From Year2 | $669,017 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTS MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 HARRISON STREET SUITE 1900 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4152871800 | RecipientPhoneNum |
| Recipient Email Address | SUPPORT@COLLEGEFUTURES.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATIONS ARE ACCEPTED ON AN INVITATION-ONLY BASIS. GRANT APPLICATIONS MUST BE SUBMITTED THROUGH COLLEGE FUTURES FOUNDATION'S ONLINE GRANT PORTAL AND MUST INCLUDE THE FOLLOWING INFORMATION AND MATERIALS: - GRANTEE ORGANIZATION INFORMATION (INCLUDING EIN, ADDRESS, PHONE NUMBER, AND WEBSITE) - REQUESTED AMOUNT - PROPOSAL NARRATIVE - PROPOSAL BUDGET - ORGANIZATION BUDGET - MOST RECENT IRS FORM 990 - MOST RECENT AUDITED FINANCIAL STATEMENT - BOARD LIST - LIST OF GRANTS RECEIVED OVER THE LAST YEAR | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BOARD GRANTS: 1/24/2023, 4/25/2023, 7/25/2023, 10/10/2022. DELEGATED GRANTS:ROLL THROUGHOUT THE YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT AWARD GRANTS FOR SCHOLARSHIPS OR TO INDIVIDUALS. GRANT APPLICATIONS ARE ACCEPTED FROM: - NON-PROFIT ORGANIZATIONS (OR FISCAL SPONSORS) CLASSIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE IRC. - CA STATE PUBLIC AGENCIES OR GOVERNMENT ENTITIES - FOR-PROFIT ORGANIZATIONS WHOSE WORK CLOSELY ALIGNS WITH OUR MISSION (EXPENDITURE RESPONSIBILITY IS EXERCISED FOR IRS LEGAL COMPLIANCE) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (185 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CALMATTERS | ||||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | NONE | PC | PROGRAM GRANT | $500,000 | |
| BROWN UNIVERSITY | ||||||||
| CAMPUS BOX 1929 | PROVIDENCE | RI | 02912 | NONE | PC | PROGRAM GRANT | $451,000 | |
| EDSOURCE INC | ||||||||
| 436 14TH STSUITE 310 | OAKLAND | CA | 94612 | NONE | PC | PROGRAM GRANT | $375,000 | |
| EDSOURCE INC | ||||||||
| 436 14TH ST SUITE 310 | OAKLAND | CA | 94612 | NONE | PC | PROGRAM GRANT | $375,000 | |
| CAMPAIGN FOR COLLEGE OPPORTUNITY | ||||||||
| 1149 S HILL ST SUITE 925 | LOS ANGELES | CA | 90015 | NONE | PC | PROGRAM GRANT | $300,000 | |
| THE EDUCATION TRUST INC | ||||||||
| 580 2ND ST SUITE 200 | OAKLAND | CA | 94607 | NONE | PC | PROGRAM GRANT | $300,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1850 RESEARCH PARK DR SUITE 300 | DAVIS | CA | 95618 | NONE | GOV | PROGRAM GRANT | $290,000 | |
| UNITED WAY OF THE BAY AREA | ||||||||
| PO BOX 741478 | LOS ANGELES | CA | 900741478 | NONE | PC | PROGRAM GRANT | $276,000 | |
| PUBLIC ADVOCATES | ||||||||
| 131 STEUART ST SUITE 300 | SAN FRANCISCO | CA | 94105 | NONE | PC | PROGRAM GRANT | $250,000 | |
| THE INSTITUTE FOR COLLEGE ACCESS & SUCCESS | ||||||||
| 1300 CLAY STREET SUITE 1020 | OAKLAND | CA | 94612 | NONE | PC | PROGRAM GRANT | $250,000 | |
| THE RP GROUP INC | ||||||||
| 369-B THIRD STREET 397 | SAN RAFAEL | CA | 94901 | NONE | PC | PROGRAM GRANT | $250,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1850 RESEARCH PARK DR SUITE 300 | DAVIS | CA | 95618 | NONE | GOV | PROGRAM GRANT | $236,000 | |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION | ||||||||
| 18111 NORDHOFF ST VALERA HALL 110 | NORTHRIDGE | CA | 913308296 | NONE | PC | PROGRAM GRANT | $225,000 | |
| ENGAGE RD | ||||||||
| 556 S FAIR OAKS AVE STE 101 603 | PASADENA | CA | 91105 | NONE | NC | PROGRAM GRANT | $214,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | PROGRAM GRANT | $198,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | PROGRAM GRANT | $191,000 | |
| ENGAGE RD | ||||||||
| 556 S FAIR OAKS AVE STE 101 603 | PASADENA | CA | 91105 | NONE | NC | PROGRAM GRANT | $189,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | PROGRAM GRANT | $106,000 | |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 200371122 | NONE | PC | PROGRAM GRANT | $100,000 | |
| PUBLIC POLICY INSTITUTE OF CALIFORNIA | ||||||||
| 500 WASHINGTON ST 6TH FLR | SAN FRANCISCO | CA | 94111 | NONE | PC | PROGRAM GRANT | $500,000 | |
| CAMPAIGN FOR COLLEGE OPPORTUNITY | ||||||||
| 1149 S HILL ST SUITE 925 | LOS ANGELES | CA | 90015 | NONE | PC | PROGRAM GRANT | $400,000 | |
| CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION | ||||||||
| 6300 STATE UNIVERSITY DRIVE SUITE | LONG BEACH | CA | 90815 | NONE | PC | PROGRAM GRANT | $400,000 | 332 |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | PROGRAM GRANT | $350,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | PROGRAM GRANT | $328,000 | |
| ALLIANCE FOR A BETTER COMMUNITY | ||||||||
| 1541 WILSHIRE BLVD STE 430 | LOS ANGELES | CA | 90017 | NONE | PC | PROGRAM GRANT | $300,000 | |
| BLU EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 7042 | SAN BERNARDINO | CA | 92411 | NONE | PC | PROGRAM GRANT | $300,000 | |
| CALIFORNIA COMPETES | ||||||||
| 1300 CLAY ST SUITE 1020 | OAKLAND | CA | 94612 | NONE | PC | PROGRAM GRANT | $300,000 | |
| SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION | ||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | SO III FI | PROGRAM GRANT | $280,000 | |
| GO PUBLIC SCHOOLS | ||||||||
| 5960 SOUTH LAND PARK DRIVE 513 | SACRAMENTO | CA | 95822 | NONE | PC | PROGRAM GRANT | $258,000 | |
| OPEN CAMPUS MEDIA INC | ||||||||
| 1 THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM GRANT | $250,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | PROGRAM GRANT | $250,000 | |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 200371122 | NONE | PC | PROGRAM GRANT | $200,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 717 W TEMPLE STREET | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM GRANT | $200,000 | |
| COMMUNITY PARTNERS | ||||||||
| PO BOX 741265 | LOS ANGELES | CA | 90074 | NONE | PC | PROGRAM GRANT | $200,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | PROGRAM GRANT | $200,000 | |
| CAL POLY POMONA FOUNDATION INC | ||||||||
| 3801 WEST TEMPLE AVE BUILDING 55 | POMONA | CA | 91768 | NONE | SO III FI | PROGRAM GRANT | $189,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | ||||||||
| PO BOX 744695 | LOS ANGELES | CA | 900744695 | NONE | GOV | PROGRAM GRANT | $183,000 | |
| COMMUNITY COLLEGE LEAGUE OF CALIFORNIA | ||||||||
| 2017 O STREET | SACRAMENTO | CA | 95811 | NONE | PC | PROGRAM GRANT | $179,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1850 RESEARCH PARK DR SUITE 300 | DAVIS | CA | 95618 | NONE | GOV | PROGRAM GRANT | $175,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | NONE | PC | PROGRAM GRANT | $175,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | PROGRAM GRANT | $170,000 | |
| COMMUNITY PARTNERS | ||||||||
| PO BOX 741265 | LOS ANGELES | CA | 90074 | NONE | PC | PROGRAM GRANT | $164,000 | |
| UNITE-LA | ||||||||
| 1055 WILSHIRE BLVD SUITE 1750 | LOS ANGELES | CA | 90017 | NONE | PC | PROGRAM GRANT | $155,000 | |
| ONEFUTURE COACHELLA VALLEY | ||||||||
| 41550 ECLECTIC ST SUITE 200E | PALM DESERT | CA | 92260 | NONE | PC | PROGRAM GRANT | $150,000 | |
| BRAVEN | ||||||||
| C/O WEWORK 75 E SANTA CLARA ST | SAN JOSE | CA | 95113 | NONE | PC | PROGRAM GRANT | $150,000 | |
| TIDES CENTER | ||||||||
| PO BOX 399385 ATTN PROJECT 1497 | SAN FRANCISCO | CA | 94139 | NONE | PC | PROGRAM GRANT | $150,000 | |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATION | ||||||||
| 2600 NUTWOOD AVE SUITE 850 | FULLERTON | CA | 92831 | NONE | PC | PROGRAM GRANT | $150,000 | |
| INNERCITY STRUGGLE | ||||||||
| 3467 WHITTIER BLVD | LOS ANGELES | CA | 90023 | NONE | PC | PROGRAM GRANT | $150,000 | |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION & TREATMENT | ||||||||
| 8101 S VERMONT AVE | LOS ANGELES | CA | 90044 | NONE | PC | PROGRAM GRANT | $150,000 | |
| CONGREGATIONS ORGANIZED FOR PROPHETIC ENGAGEMENT | ||||||||
| 1505 W HIGHLAND AVE SUITE 1 | SAN BERNARDINO | CA | 92411 | NONE | PC | PROGRAM GRANT | $150,000 | |
| CONSEJO DE FEDERACIONES MEXICANAS EN NORTE AMERICA | ||||||||
| 125 PASEO DE LA PLAZA 5TH FLR | LOS ANGELES | CA | 90012 | NONE | PC | PROGRAM GRANT | $150,000 | |
| ALLIANCE FOR A BETTER COMMUNITY | ||||||||
| 1541 WILSHIRE BLVD STE 430 | LOS ANGELES | CA | 90017 | NONE | PC | PROGRAM GRANT | $150,000 | |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND INLAND EMPIRE | ||||||||
| 1801 E EDINGER AVE SUITE 101 | SANTA ANA | CA | 92705 | NONE | PC | PROGRAM GRANT | $150,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED | ||||||||
| 5200 NORTH LAKE ROAD | MERCED | CA | 953435705 | NONE | GOV | PROGRAM GRANT | $140,000 | |
| CALIFORNIA COALITION OF EARLY AND MIDDLE COLLEGES | ||||||||
| 6507 PACIFIC AVE 323 | STOCKTON | CA | 95207 | NONE | PC | PROGRAM GRANT | $140,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3607 TROUSDALE PKWY 324 | LOS ANGELES | CA | 90089 | NONE | PC | PROGRAM GRANT | $135,000 | |
| CALIFORNIANS DEDICATED TO EDUCATION FOUNDATION | ||||||||
| 548 MARKET STREET PMB 75621 | SAN FRANCISCO | CA | 94104 | NONE | PC | PROGRAM GRANT | $131,000 | |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | ||||||||
| 525 W 120TH STREET BOX 73 | NEW YORK | NY | 10027 | NONE | PC | PROGRAM GRANT | $125,000 | |
| NATIONAL COMMUNITY COLLEGE HISPANIC COUNCIL | ||||||||
| 1 CAPITOL MALL SUITE 800 | SACRAMENTO | CA | 95814 | NONE | PC | PROGRAM GRANT | $125,000 | |
| A2MEND | ||||||||
| PO BOX 151 | ELK GROVE | CA | 95759 | NONE | PC | PROGRAM GRANT | $121,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE SOUTHERN CALIFORNIA | ||||||||
| 1145 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | PROGRAM GRANT | $120,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | PROGRAM GRANT | $118,000 | |
| NEXTGEN CLIMATE AMERICA INC DBA NEXTGEN POLICY | ||||||||
| 1414 K ST 6TH FLOOR | SACRAMENTO | CA | 95835 | NONE | PC | PROGRAM GRANT | $115,000 | |
| CALIFORNIA COALITION OF EARLY AND MIDDLE COLLEGES | ||||||||
| 6507 PACIFIC AVE 323 | STOCKTON | CA | 95207 | NONE | PC | PROGRAM GRANT | $113,000 | |
| STEM ADVANTAGE | ||||||||
| 117 22ND STREET | HUNTINGTON BEACH | CA | 92648 | NONE | PC | PROGRAM GRANT | $112,500 | |
| SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION | ||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | SO III FI | PROGRAM GRANT | $100,000 | |
| BERKELEY CITY COLLEGE | ||||||||
| 2050 CENTER STREET | BERKELEY | CA | 94704 | NONE | GOV | PROGRAM GRANT | $100,000 | |
| INSTITUTE FOR EVIDENCE-BASED CHANGE | ||||||||
| 3711 LONG BEACH BLVD SUITE 5033 | LONG BEACH | CA | 90807 | NONE | PC | PROGRAM GRANT | $82,000 | |
| SOVA SOLUTIONS | ||||||||
| 1201 SEVEN LOCKS RD 1025 STE 360 | ROCKVILLLE | MD | 20854 | NONE | NC | PROGRAM GRANT | $80,000 | |
| YOUNG INVINCIBLES | ||||||||
| 617 S OLIVE STREET SUITE 420 | LOS ANGELES | CA | 90014 | NONE | PC | PROGRAM GRANT | $75,000 | |
| UNIVERSITY ENTERPRISES INC | ||||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | NONE | SO III FI | PROGRAM GRANT | $73,000 | |
| WESTED | ||||||||
| 730 HARRISON STREET | SAN FRANCISCO | CA | 94107 | NONE | GOV | PROGRAM GRANT | $73,000 | |
| READING AND BEYOND | ||||||||
| 4670 E BUTLER AVE | FRESNO | CA | 93702 | NONE | PC | PROGRAM GRANT | $60,000 | |
| UNIVERSITY ENTERPRISES INC | ||||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | NONE | SO III FI | PROGRAM GRANT | $50,000 | |
| MOTIVATE LAB | ||||||||
| 28 TAMELA COURT | HARRISONBURG | VA | 22801 | NONE | NC | PROGRAM GRANT | $50,000 | |
| COMMUNITY PARTNERS | ||||||||
| PO BOX 741265 | LOS ANGELES | CA | 90074 | NONE | PC | PROGRAM GRANT | $50,000 | |
| PAY OUR INTERNS | ||||||||
| 333 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90071 | NONE | PC | PROGRAM GRANT | $35,500 | |
| FAMILIES IN SCHOOLS | ||||||||
| 1541 WILSHIRE BLVD 430 | LOS ANGELES | CA | 90017 | NONE | PC | PROGRAM GRANT | $35,000 | |
| RISE EDUCATION FUND | ||||||||
| 13535 VENTURA BOULEVARD SUITE C 513 | SHERMAN OAKS | CA | 91423 | NONE | PC | PROGRAM GRANT | $25,000 | |
| EDSOURCE INC | ||||||||
| 436 14TH ST SUITE 310 | OAKLAND | CA | 94612 | NONE | PC | PROGRAM GRANT | $25,000 | |
| CALIFORNIA STATE UNIVERSITY BAKERSFIELD FOUNDATION | ||||||||
| 9001 STOCKDALE HIGHWAY | BAKERSFIELD | CA | 93311 | NONE | PC | PROGRAM GRANT | $24,000 | |
| NATIONAL COMMUNITY COLLEGE HISPANIC COUNCIL | ||||||||
| 1 CAPITOL MALL SUITE 800 | SACRAMENTO | CA | 95814 | NONE | PC | PROGRAM GRANT | $5,000 | |
| OPEN CAMPUS MEDIA INC | ||||||||
| 1 THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | SECTOR SUPPORT | $50,000 | |
| CENTER ON PHILANTHROPY AND PUBLIC POLICY (USC) | ||||||||
| 650 CHILDS WAY RGL 210 | LOS ANGELES | CA | 900890626 | NONE | PC | MEMBERSHIP | $15,000 | |
| CALIFORNIA FORWARD | ||||||||
| PO BOX 5369 | HERCULES | CA | 94547 | NONE | PC | SECTOR SUPPORT | $15,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 160 SPEAR ST SUITE 360 | SAN FRANCISCO | CA | 94105 | NONE | PC | MEMBERSHIP | $14,250 | |
| INDEPENDENT SECTOR | ||||||||
| CL500058 PO BOX 5007 | MERRIFIELD | VA | 221165007 | NONE | PC | MEMBERSHIP | $12,500 | |
| CCF COMMUNITY INITIATIVES FUND | ||||||||
| 717 WEST TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PC | SECTOR SUPPORT | $10,000 | |
| BAKERSFIELD COLLEGE FOUNDATION | ||||||||
| 1801 PANORAMA DR | BAKERSFIELD | CA | 93305 | NONE | PC | SECTOR SUPPORT | $10,000 | |
| HISPANICS IN PHILANTHROPY | ||||||||
| ATTN JEAMIR DIAZ 548 MARKET ST | SAN FRANCISCO | CA | 94104 | NONE | PC | SECTOR SUPPORT | $10,000 | 60300 |
| CALIFORNIA COALITION OF EARLY AND MIDDLE COLLEGES | ||||||||
| 6507 PACIFIC AVE 323 | STOCKTON | CA | 95207 | NONE | PC | SECTOR SUPPORT | $10,000 | |
| CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION | ||||||||
| 333 S TWIN OAKS VALLEY RD | SAN MARCOS | CA | 92096 | NONE | PC | SECTOR SUPPORT | $10,000 | |
| US DEPARTMENT OF EDUCATION | ||||||||
| 400 MARYLAND AVE SW | WASHINGTON | DC | 20202 | NONE | GOV | SECTOR SUPPORT | $10,000 | |
| HISPANICS IN PHILANTHROPY | ||||||||
| ATTN JEAMIR DIAZ 548 MARKET ST | SAN FRANCISCO | CA | 94104 | NONE | PC | MEMBERSHIP | $9,750 | 60300 |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 N ALAMEDA ST STE 230 | LOS ANGELES | CA | 90012 | NONE | PC | MEMBERSHIP | $9,100 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1310 L STREET NW 650 | WASHINGTON | DC | 20005 | NONE | PC | MEMBERSHIP | $8,500 | |
| WEST CONTRA COSTA PUBLIC EDUCATION FUND | ||||||||
| ATTN MEREDITH CURRY NUNEZ 1400 | RICHMOND | CA | 94804 | NONE | PC | SECTOR SUPPORT | $6,000 | MARINA WAY SOUTH |
| THE COMMUNICATIONS NETWORK | ||||||||
| 1717 NORTH NAPER BLVD SUITE 200-20 | NAPERVILLE | IL | 60563 | NONE | PC | SECTOR SUPPORT | $6,000 | |
| COMMUNITY COLLEGE BACCALAUREATE ASSOCIATION | ||||||||
| 3415 WEST LAKE MARY BLVD 951595 | LAKE MARY | FL | 32746 | NONE | PC | SECTOR SUPPORT | $5,000 | |
| COMMUNITY PARTNERS | ||||||||
| PO BOX 741265 | LOS ANGELES | CA | 90074 | NONE | PF | SECTOR SUPPORT | $5,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | SECTOR SUPPORT | $5,000 | |
| GRANTMAKERS FOR EDUCATION | ||||||||
| 400 SE 103RD DR 33348 | PORTLAND | OR | 97216 | NONE | PC | MEMBERSHIP | $3,700 | |
| NATIONAL COLLEGE ATTAINMENT NETWORK | ||||||||
| 800 17TH ST NW 630 | WASHINGTON | DC | 20006 | NONE | PC | MEMBERSHIP | $3,300 | |
| IMMIGRANTS RISING | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | NONE | PC | SECTOR SUPPORT | $3,000 | |
| LINKED LEARNING ALLIANCE | ||||||||
| 730 HARRISON ST 4TH FLR | SAN FRANCISCO | CA | 94107 | NONE | PC | SECTOR SUPPORT | $2,500 | |
| PEAK GRANTMAKING | ||||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | NONE | PC | MEMBERSHIP | $2,250 | |
| CHILDREN NOW | ||||||||
| 1404 FRANKLIN ST SUITE 700 | OAKLAND | CA | 94612 | NONE | PC | SECTOR SUPPORT | $2,000 | |
| MEXICAN CULTURAL CENTER OF NORTHERN CALIFORNIA | ||||||||
| PO BOX 161899 | SACRAMENTO | CA | 95816 | NONE | PC | SECTOR SUPPORT | $1,000 | |
| CALIFORNIA STATE UNIVERSITY BAKERSFIELD FOUNDATION | ||||||||
| 9001 STOCKDALE HIGHWAY | BAKERSFIELD | CA | 93311 | NONE | PC | PROGRAM GRANT | $152,000 | |
| STATE CENTER COMMUNITY COLLEGE DISTRICT FOUNDATION | ||||||||
| 1171 FULTON ST | FRESNO | CA | 93721 | NONE | PC | DIRECTORS DONATION | $50,000 | |
| WHITTIER COLLEGE | ||||||||
| OFFICE OF DEVELOPMENT 13406 | WHITTIER | CA | 90608 | NONE | PC | DIRECTORS DONATION | $50,000 | PHILADELPHIA ST PO BOX 634 |
| OCCIDENTAL COLLEGE | ||||||||
| 1600 CAMPUS RD M-36 | LOS ANGELES | CA | 90041 | NONE | PC | DIRECTORS DONATION | $50,000 | |
| AVALOS FOUNDATION | ||||||||
| 19 GREENS LANE | PLEASANTON | CA | 94566 | NONE | PF | DIRECTORS DONATION | $47,500 | |
| CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS FOUNDATION | ||||||||
| 1 UNIVERSITY DR | CAMARILLO | CA | 93012 | NONE | PC | DIRECTORS DONATION | $25,000 | |
| CLAREMONT GRADUATE UNIVERSITY | ||||||||
| 150 E 10TH ST | CLAREMONT | CA | 91711 | NONE | PC | DIRECTORS DONATION | $25,000 | |
| CABRILLO EDUCATION FOUNDATION | ||||||||
| PO BOX 354 | HALF MOON BAY | CA | 94019 | NONE | PC | DIRECTORS DONATION | $25,000 | |
| USC COMMUNITIES PROGRAMS | ||||||||
| USC ADVANCEMENT GIFT SERVICES 1150 | LOS ANGELES | CA | 90015 | NONE | PC | DIRECTORS DONATION | $20,000 | SOUTH OLIVE ST 25TH FLOOR |
| USC COMMUNITIES PROGRAMS | ||||||||
| USC ADVANCEMENT GIFT SERVICES 1150 | LOS ANGELES | CA | 90015 | NONE | PC | DIRECTORS DONATION | $20,000 | SOUTH OLIVE ST 25TH FLOOR |
| IMPROVE YOUR TOMORROW | ||||||||
| 1901 ROYAL OAKS DR | SACRAMENTO | CA | 95815 | NONE | PC | DIRECTORS DONATION | $15,000 | |
| JOHN BURTON ADVOCATES FOR YOUTH | ||||||||
| 235 MONTGOMERY ST STE 1142 | SAN FRANCISCO | CA | 94104 | NONE | PC | DIRECTORS DONATION | $15,000 | |
| SANTA BARBARA CITY COLLEGE FOUNDATION | ||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | DIRECTORS DONATION | $10,000 | |
| SEO SCHOLARS OF SAN FRANCISCO | ||||||||
| 3 EMBARCADERO CENTER PROMENADE | SAN FRANCISCO | CA | 94111 | NONE | PC | DIRECTORS DONATION | $10,000 | LEVEL |
| SOUTHEAST COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 327 | BELL GARDENS | CA | 90201 | NONE | PC | DIRECTORS DONATION | $10,000 | |
| SACRAMENTO PRESS CLUB | ||||||||
| PO BOX 191006 | SACRAMENTO | CA | 95819 | NONE | PC | DIRECTORS DONATION | $10,000 | |
| COLLEGE TRACK | ||||||||
| 112 LINDEN ST | OAKLAND | CA | 94607 | NONE | PC | DIRECTORS DONATION | $10,000 | |
| 10000 DEGREES | ||||||||
| 1401 LOS GAMOS DR SUITE 205 | SAN RAFAEL | CA | 94903 | NONE | PC | DIRECTORS DONATION | $10,000 | |
| THE EDUCATION TRUST INC | ||||||||
| 580 2ND ST SUITE 200 | OAKLAND | CA | 94607 | NONE | PC | DIRECTORS DONATION | $10,000 | |
| UNIVERSITY FOUNDATION AT SACRAMENTO STATE | ||||||||
| DEVELOPMENT OFFICE 6000 J STREET MS | SACRAMENTO | CA | 95819 | NONE | PC | DIRECTORS DONATION | $10,000 | 6030 |
| MEXICAN CULTURAL CENTER OF NORTHERN CALIFORNIA | ||||||||
| PO BOX 161899 | SACRAMENTO | CA | 95816 | NONE | PC | DIRECTORS DONATION | $10,000 | |
| THE LINKS FOUNDATION INCORPORATED | ||||||||
| 1200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20005 | NONE | PC | DIRECTORS DONATION | $5,000 | |
| ROBERTS FAMILY DEVELOPMENT CENTER | ||||||||
| 770 DARINA AVE | SACRAMENTO | CA | 95815 | NONE | PC | DIRECTORS DONATION | $5,000 | |
| CALIFORNIA FORWARD | ||||||||
| PO BOX 5369 | HERCULES | CA | 94547 | NONE | PC | DIRECTORS DONATION | $5,000 | |
| WESTERN GOVERNORS UNIVERSITY | ||||||||
| DEPT 372 PO BOX 30015 | SALT LAKE CITY | UT | 84130 | NONE | PC | DIRECTORS DONATION | $5,000 | |
| TURLOCK HIGH SCHOOL | ||||||||
| 1600 EAST CANAL DR | TURLOCK | CA | 95380 | NONE | PC | DIRECTORS DONATION | $5,000 | |
| MI CASA EDUCATION INC | ||||||||
| 385 FORD AVE | GRIDLEY | CA | 95948 | NONE | PC | DIRECTORS DONATION | $2,500 | |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | ||||||||
| 4910 N CHESTNUT AVE | FRESNO | CA | 937261852 | NONE | PC | DIRECTORS DONATION | $2,500 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED | ||||||||
| 5200 NORTH LAKE ROAD | MERCED | CA | 953435705 | NONE | GOV | DIRECTORS DONATION | $2,500 | |
| UNIVERSITY FOUNDATION AT SACRAMENTO STATE | ||||||||
| DEVELOPMENT OFFICE 6000 J STREET MS | SACRAMENTO | CA | 95819 | NONE | PC | DIRECTORS DONATION | $2,500 | 6030 |
| CALIFORNIA STATE UNIVERSITY STANISLAUS | ||||||||
| DIVISION OF UNIVERSITY ADVANCEMENT | TURLOCK | CA | 95382 | NONE | PC | DIRECTORS DONATION | $2,500 | ONE UNIVERSITY CIRCLE |
| SAN FRANCISCO STATE UNIVERSITY | ||||||||
| 1600 HOLLOWAY AVE ADM 151 | SAN FRANCISCO | CA | 94132 | NONE | PC | DIRECTORS DONATION | $2,500 | |
| SAN JOSE STATE UNIVERSITY ALUMNI ASSOCIATION | ||||||||
| TOWER FOUNDATION SJSU ONE WASHINGTO | SAN JOSE | CA | 951920183 | NONE | PC | DIRECTORS DONATION | $2,500 | SQUARE |
| EMERSON PARENT TEACHER ASSOCIATION | ||||||||
| 2800 FOREST AVE C/O PTA TREASURER | BERKELEY | CA | 94705 | NONE | PC | EMPLOYEE MATCHING GIFT | $10,000 | |
| RAINBOW COMMUNITY CENTER | ||||||||
| 2380 SALVIO ST SUITE 301 | CONCORD | CA | 94520 | NONE | PC | EMPLOYEE MATCHING GIFT | $2,046 | |
| SAN FRANCISCO COURT APPOINTED SPECIAL ADVOCATE | ||||||||
| 2535 MISSION ST | SAN FRANCISCO | CA | 94110 | NONE | PC | EMPLOYEE MATCHING GIFT | $2,000 | |
| BANCROFT PARENT FACULTY CLUB | ||||||||
| 2200 PARISH DRIVE | WALNUT CREEK | CA | 94598 | NONE | PC | EMPLOYEE MATCHING GIFT | $1,460 | |
| GLOBAL GLIMPSE | ||||||||
| 490 LAKE PARK AVE 16039 | OAKLAND | CA | 94610 | NONE | PC | EMPLOYEE MATCHING GIFT | $1,300 | |
| LYNWOOD PARTNERS EDUCATIONAL FOUNDATION | ||||||||
| 11321 BULLIS RD SUITE 100 | LYNWOOD | CA | 90262 | NONE | PC | EMPLOYEE MATCHING GIFT | $1,036 | |
| UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION INC | ||||||||
| 201 DONAGHEY AVE UCA BOX 4986 | CONWAY | AR | 72035 | NONE | PC | EMPLOYEE MATCHING GIFT | $1,000 | |
| UNITED WAY OF THE BAY AREA | ||||||||
| PO BOX 741478 | LOS ANGELES | CA | 900741478 | NONE | PC | EMPLOYEE MATCHING GIFT | $1,000 | |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NONE | PC | EMPLOYEE MATCHING GIFT | $1,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||
| GIFT SVCS 1995 UNIVERSITY AVE STE | BERKELEY | CA | 947041070 | NONE | PC | EMPLOYEE MATCHING GIFT | $1,000 | 400 |
| KQED INC | ||||||||
| PO BOX 5003 | HAGERSTOWN | MD | 217415003 | NONE | PC | EMPLOYEE MATCHING GIFT | $1,000 | |
| THE NEW SCHOOL OF BERKELEY | ||||||||
| 1606 BONITA AVE | BERKELEY | CA | 94709 | NONE | PC | EMPLOYEE MATCHING GIFT | $1,000 | |
| THE NEW SCHOOL OF BERKELEY | ||||||||
| 1606 BONITA AVE | BERKELEY | CA | 94709 | NONE | PC | EMPLOYEE MATCHING GIFT | $1,000 | |
| PAN-MASS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | EMPLOYEE MATCHING GIFT | $700 | |
| YES NATURE TO NEIGHBORHOODS | ||||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | NONE | PC | EMPLOYEE MATCHING GIFT | $700 | |
| SIERRA SERVICE PROJECT | ||||||||
| PO BOX 13009 | SACRAMENTO | CA | 95813 | NONE | PC | EMPLOYEE MATCHING GIFT | $618 | |
| KQED INC | ||||||||
| PO BOX 5003 | HAGERSTOWN | MD | 217415003 | NONE | PC | EMPLOYEE MATCHING GIFT | $515 | |
| LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | NONE | PC | EMPLOYEE MATCHING GIFT | $500 | |
| 100 COLLEGE PREP | ||||||||
| 1201 MENDELL ST | SAN FRANCISCO | CA | 941242313 | NONE | PC | EMPLOYEE MATCHING GIFT | $500 | |
| FRANKLIN ELEMENTARY SCHOOL PTA | ||||||||
| 1433 SAN ANTONIO AVE ATTN LYNNETTE | ALAMEDA | CA | 94501 | NONE | PC | EMPLOYEE MATCHING GIFT | $460 | CHIRRICK |
| FRANKLIN ELEMENTARY SCHOOL PTA | ||||||||
| 1433 SAN ANTONIO AVE ATTN LYNNETTE | ALAMEDA | CA | 94501 | NONE | PC | EMPLOYEE MATCHING GIFT | $460 | CHIRRICK |
| FERNCLIFF CAMP & CONFERENCE CENTER | ||||||||
| 1720 FERNCLIFF RD | LITTLE ROCK | AR | 72223 | NONE | PC | EMPLOYEE MATCHING GIFT | $400 | |
| FRANKLIN ELEMENTARY SCHOOL PTA | ||||||||
| 1433 SAN ANTONIO AVE ATTN LYNNETTE | ALAMEDA | CA | 94501 | NONE | PC | EMPLOYEE MATCHING GIFT | $400 | CHIRRICK |
| SOUTHERN POVERTY LAW CENTER INC | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | EMPLOYEE MATCHING GIFT | $360 | |
| KQED INC | ||||||||
| PO BOX 5003 | HAGERSTOWN | MD | 217415003 | NONE | PC | EMPLOYEE MATCHING GIFT | $300 | |
| LIVE 4 EVAN | ||||||||
| PO BOX 845 | HOPKINTON | MA | 01748 | NONE | PC | EMPLOYEE MATCHING GIFT | $220 | |
| YALE-NEW HAVEN HOSPITAL | ||||||||
| OFFICE OF DEVELOPMENT PO BOX 1849 | NEW HAVEN | CT | 065080079 | NONE | PC | EMPLOYEE MATCHING GIFT | $206 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DR STE100 ATTN | ARLINGTON | VA | 22203 | NONE | PC | EMPLOYEE MATCHING GIFT | $206 | TREASURY |
| NEW CONSERVATORY THEATER CENTER | ||||||||
| ATTN INDIVIDUAL GIVING 25 VAN NESS | SAN FRANCISCO | CA | 94102 | NONE | PC | EMPLOYEE MATCHING GIFT | $206 | AVE LOWER LEVEL |
| TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION | ||||||||
| 2890 MITCHELL DR | WALNUT CREEK | CA | 94598 | NONE | PC | EMPLOYEE MATCHING GIFT | $206 | |
| KIDDIE KAMPUS COOPERATIVE PLAY SCHOOL | ||||||||
| 1711 2ND STREET | ALAMEDA | CA | 94501 | NONE | PC | EMPLOYEE MATCHING GIFT | $205 | |
| NEW CONSERVATORY THEATER CENTER | ||||||||
| ATTN INDIVIDUAL GIVING 25 VAN NESS | SAN FRANCISCO | CA | 94102 | NONE | PC | EMPLOYEE MATCHING GIFT | $200 | AVE LOWER LEVEL |
| EQUALITY CALIFORNIA INSTITUTE | ||||||||
| 555 WEST 5TH ST 35TH FLR | LOS ANGELES | CA | 90013 | NONE | PC | EMPLOYEE MATCHING GIFT | $200 | |
| EQUALITY CALIFORNIA INSTITUTE | ||||||||
| 555 WEST 5TH ST 35TH FLR | LOS ANGELES | CA | 90013 | NONE | PC | EMPLOYEE MATCHING GIFT | $200 | |
| EQUALITY CALIFORNIA INSTITUTE | ||||||||
| 555 WEST 5TH ST 35TH FLR | LOS ANGELES | CA | 90013 | NONE | PC | EMPLOYEE MATCHING GIFT | $200 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | EMPLOYEE MATCHING GIFT | $200 | |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 1101 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | EMPLOYEE MATCHING GIFT | $200 | |
| LOST N FOUND YOUTH | ||||||||
| 2585 CHANTILLY DR NE | ATLANTA | GA | 30324 | NONE | PC | EMPLOYEE MATCHING GIFT | $200 | |
| UCONN FOUNDATION | ||||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | NONE | PC | EMPLOYEE MATCHING GIFT | $200 | |
| MONTCLAIR SCHOOL PTA | ||||||||
| 1757 MOUNTAIN BLVD | OAKLAND | CA | 94611 | NONE | PC | EMPLOYEE MATCHING GIFT | $115 | |
| PHOEBE HEARST ELEMENTARY SCHOOL PTO | ||||||||
| 1410 60TH STREET | SACRAMENTO | CA | 95819 | NONE | PC | EMPLOYEE MATCHING GIFT | $104 | |
| TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION | ||||||||
| 2890 MITCHELL DR | WALNUT CREEK | CA | 94598 | NONE | PC | EMPLOYEE MATCHING GIFT | $100 | |
| HARVARD UNIVERSITY | ||||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PF | EMPLOYEE MATCHING GIFT | $100 | |
| SF JAZZ | ||||||||
| 201 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | NONE | PC | EMPLOYEE MATCHING GIFT | $40 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,019,913 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | ||||||||
| 4910 N CHESTNUT AVE | FRESNO | CA | 937261852 | NONE | PC | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $1,000,000 | |
| CALIFORNIA STATE UNIVERSITY DOMINGUEZ HILLS PHILANTHROPIC FOUNDATION | ||||||||
| 1000 E VICTORIA ST WELSH HALL A-425 | CARSON | CA | 90747 | NONE | PC | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $652,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1850 RESEARCH PARK DR SUITE 300 | DAVIS | CA | 95618 | NONE | GOV | LEADERSHIP PROGRAM GRANT | $610,000 | |
| JOHN BURTON ADVOCATES FOR YOUTH | ||||||||
| 235 MONTGOMERY ST STE 1142 | SAN FRANCISCO | CA | 94104 | NONE | PC | FINANCE & AFFORDABILITY PROGRAM GRANT | $550,000 | |
| THE RP GROUP INC | ||||||||
| 369-B THIRD STREET 397 | SAN RAFAEL | CA | 94901 | NONE | PC | LEADERSHIP PROGRAM GRANT | $500,000 | |
| CALMATTERS | ||||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | NONE | PC | INFLUENCE PROGRAM GRANT | $500,000 | |
| SOVA SOLUTIONS | ||||||||
| 1201 SEVEN LOCKS RD 1025 STE 360 | ROCKVILLLE | MD | 20854 | NONE | NC | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $500,000 | |
| CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION | ||||||||
| 4910 N CHESTNUT AVE | FRESNO | CA | 937261852 | NONE | PC | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $500,000 | |
| EDSOURCE INC | ||||||||
| 436 14TH ST SUITE 310 | OAKLAND | CA | 94612 | NONE | PC | INFLUENCE PROGRAM GRANT | $375,000 | |
| GROSSMONT-CUYAMACA COMMUNITY COLLEGE DISTRICT | ||||||||
| 8800 GROSSMONT COLLEGE DR ATTN | EL CAJON | CA | 92020 | NONE | GOV | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $300,000 | ACCOUNTING DEPT |
| HARTNELL COLLEGE FOUNDATION | ||||||||
| 411 CENTRAL AVENUE | SALINAS | CA | 93901 | NONE | GOV | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $300,000 | |
| COMPTON COMMUNITY COLLEGE DISTRICT | ||||||||
| 1111 EAST ARTESIA BOULEVARD | COMPTON | CA | 90221 | NONE | GOV | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $300,000 | |
| MADERA COMMUNITY COLLEGE | ||||||||
| 30277 AVE 12 | MADERA | CA | 93638 | NONE | GOV | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $300,000 | |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 200371122 | NONE | PC | LEADERSHIP PROGRAM GRANT | $200,000 | |
| CALIFORNIA STATE UNIVERSITY DOMINGUEZ HILLS PHILANTHROPIC FOUNDATION | ||||||||
| 1000 E VICTORIA ST WELSH HALL A-425 | CARSON | CA | 90747 | NONE | PC | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $48,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $330,000 | |
| SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION | ||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | NONE | SO III FI | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $190,000 | |
| CALIFORNIA STATE UNIVERSITY BAKERSFIELD FOUNDATION | ||||||||
| 9001 STOCKDALE HIGHWAY | BAKERSFIELD | CA | 93311 | NONE | PC | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $174,000 | |
| NATIONAL COMMUNITY COLLEGE HISPANIC COUNCIL | ||||||||
| 1 CAPITOL MALL SUITE 800 | SACRAMENTO | CA | 95814 | NONE | PC | LEADERSHIP PROGRAM GRANT | $125,000 | |
| COMMUNITY COLLEGE LEAGUE OF CALIFORNIA | ||||||||
| 2017 O STREET | SACRAMENTO | CA | 95811 | NONE | PC | LEADERSHIP PROGRAM GRANT | $121,000 | |
| CALIFORNIANS DEDICATED TO EDUCATION FOUNDATION | ||||||||
| 548 MARKET STREET PMB 75621 | SAN FRANCISCO | CA | 94104 | NONE | PC | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $119,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | ||||||||
| PO BOX 744695 | LOS ANGELES | CA | 900744695 | NONE | GOV | FINANCE & AFFORDABILITY PROGRAM GRANT | $117,000 | |
| STEM ADVANTAGE | ||||||||
| 117 22ND STREET | HUNTINGTON BEACH | CA | 92648 | NONE | PC | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $112,500 | |
| UNIVERSITY ENTERPRISES INC | ||||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | NONE | SO III FI | FINANCE & AFFORDABILITY PROGRAM GRANT | $82,000 | |
| WESTED | ||||||||
| 730 HARRISON STREET | SAN FRANCISCO | CA | 94107 | NONE | GOV | RESEARCH & DEVELOPMENT PROGRAM GRANT | $77,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||||
| 1102 Q ST SUITE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | FINANCE & AFFORDABILITY PROGRAM GRANT | $62,000 | |
| CALIFORNIA COALITION OF EARLY AND MIDDLE COLLEGES | ||||||||
| 6507 PACIFIC AVE 323 | STOCKTON | CA | 95207 | NONE | PC | STUDENT-CENTRIC PRACTICES PROGRAM GRANT | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,204,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $186,459 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,966,580 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,018,371 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,221,632 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$831,912 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,188,212 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,356,300 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $125,218 | Amt |
| Net Investment Income | $45,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $79,268 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ENGAGE RD | ||||||||||
| 556 S FAIR OAKS AVE STE 101 603 | PASADENA | CA | 91105 | 2021-12-14 | $630,000 | TO SUPPORT A DEVELOPMENTAL EVALUATION OF THE CALIFORNIA GUIDED PATHWAYS PROJECT. | $630,000 | NO | 1/6/2023, 1/9/2024, 7/30/2024 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| MOTIVATE LAB | ||||||||||
| 28 TAMELA COURT | HARRISONBURG | VA | 22801 | 2023-03-01 | $50,000 | SUPPORT THE PRE-WORK FOR A STATE FUNDED PROJECT PROVIDING PROFESSIONAL DEVELOPMENT IN GROWTH MINDSET AND BELONGING FOR MATH AND ENGLISH FACULTY WORKING TO ADOPT AND IMPROVE COREQUISITE SUPPORTS | $50,000 | NO | 2/19/24 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| SOVA SOLUTIONS | ||||||||||
| 1201 SEVEN LOCKS RD 1025 STE 360 | ROCKVILLE | MD | 20854 | 2023-05-11 | $80,000 | TO SUPPORT A PLANNING PROCESS THAT WOULD EXPLORE THE VIABILITY OF A PROJECT THAT WOULD SEED AND CULTIVATE ALGORITHMICALLY ASSISTED CREDIT MOBILITY TO PROACTIVELY ADDRESS POTENTIAL FACULTY OPPOSITION TO IMPLEMENTATION. | $80,000 | NO | 2/23/24 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| SOVA SOLUTIONS | ||||||||||
| 1201 SEVEN LOCKS RD 1025 STE 360 | ROCKVILLE | MD | 20854 | 2023-12-12 | $500,000 | TO SUPPORT A PROJECT THAT CENTERS THE EXPERIENCE OF STUDENTS MOVING BETWEEN INSTITUTIONS AND THE CHALLENGES THEY FACE IN REALIZING FULL CREDIT FOR PRIOR LEARNING AND THAT SETS THE STAGE FOR ALTERNATIVE PRACTICES THAT RESPECT STUDENTS' PREVIOUS WORK. | $0 | NO | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,766,388 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,766,388 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $335,773,901 | BookValueAmt |
| EOYFMV | $335,773,901 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $87,510 | LegalFeesAmt |
| Net Investment Income | $18,893 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $68,617 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $102,559 | $102,559 | $102,559 |
| DEFERRED COMPENSATION | $600,682 | $644,198 | $644,198 |
| PREPAID TAXES | $756,897 | $673,483 | $673,483 |
| PREPAID EXCISE TAX | $343,889 | $174,206 | $174,206 |
| RIGHT OF USE ASSET | $2,218,379 | $1,938,244 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATION AND OUTREACH | $89,399 | $0 | $89,399 |
| COMMON EXPENSE ALLOCATION | $0 | $32,898 | $0 |
| OFFICE EXPENSE | $24,013 | $0 | $24,013 |
| INSURANCE | $95,845 | $0 | $95,845 |
| BOARD EXPENSES | $241,695 | $104,665 | $137,030 |
| SYSTEMS EXPENSE | $181,521 | $0 | $181,521 |
| INVESTMENT ADVISORY FEES | $448 | $2,843,865 | $0 |
| OTHER DIRECT CHARITABLE ACTIVITIES | $1,508,893 | $0 | $1,508,893 |
| BANK FEES | $1,461 | $0 | $1,461 |
| LOSS FROM PASSTHROUGH ENTITIES | $13,478,120 | $10,926,850 | $0 |
| PAYROLL PROCESSING FEES | $4,934 | $0 | $4,934 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARK-TO-MARKET ADJUSTMENT | Desc |
| Amt | $33,831,320 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX PAYABLE | $1,024,994 | $1,491,558 |
| ROU LEASE LIABILITY | $2,769,763 | $2,442,361 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROJECT CONSULTING | CategoryTxt |
| Amt | $365,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $365,825 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNRELATED BUSINESS INCOME TAX | $209,144 | $0 | $0 |
| FOREIGN TAX | $0 | $287,422 | $0 |
| OTHER TAX EXPENSE | $3,487 | $0 | $1,042 |
| EXCISE TAX | $636,247 | $0 | $0 |