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LISA AND DOUGLAS GOLDMAN FUND: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LISA AND DOUGLAS GOLDMAN FUND (EIN 94-3167546)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202303179349100630
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T18:18:34-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814234542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 BOHANNON DRIVE SUITE 250AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940251021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943167546EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA & DOUGLAS GOLDMAN FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone4157711717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MONTGOMERY STREET 3440AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941044505ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY KAMIPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4157711717PhoneNum
Signature2023-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNANCYPersonFirstNm
Person LastKAMIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMARA L MCINERNEYPreparerPersonNm
PTINP00011797PTIN
Phone6508556800PhoneNum
Preparation2023-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$255,373,291FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,357,236DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,230,021DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,409,495NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$82,528,038GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,186,615CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$74,570OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,623OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,841,301TotalRevAndExpnssAmt
Total Net Invst Incm$7,418,259TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$476,247CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$19,490CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$456,758CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$552,402OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$552,402OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$150,312PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$4,921PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$145,391PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$25,879LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$25,879LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$110,945AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$55,472AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$55,473AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$53,333OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$53,333OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$46,936TaxesRevAndExpnssAmt
Taxes Net Invst Incm$222,816TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$45,965TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$17,537DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$311,216OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$15,561OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$295,655OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$776,502OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,660,297OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$105,100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,521,309TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,978,557TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,735,956TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,277,878ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,435,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,799,187TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,978,557TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,171,756TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,957,886ExcessRevenueOverExpensesAmt
Net Investment Income$5,439,702NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,917CashBOYAmt
Cash EOY$4,605CashEOYAmt
Cash EOYFMV$4,605CashEOYFMVAmt
Sav And Temp Cash Invst BOY$848,265SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,434,647SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,434,647SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,080,444AcctRcvblAmt
Acct Rcvbl BOY$41,406AcctRcvblBOYAmt
Acct Rcvbl EOY$2,080,444AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,080,444AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$60,028PrepaidExpensesBOYAmt
Prepaid Expenses EOY$63,054PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$63,054PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$276,258,290CorporateStockBOYAmt
Corporate Stock EOY$196,993,550CorporateStockEOYAmt
Corporate Stock EOYFMV$196,993,550CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$12,638,232CorporateBondsEOYAmt
Corporate Bonds EOYFMV$12,638,232CorporateBondsEOYFMVAmt
Other Investments BOY$36,700,366OtherInvestmentsBOYAmt
Other Investments EOY$41,621,991OtherInvestmentsEOYAmt
Other Investments EOYFMV$41,621,991OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$259,636LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$244,141LandBldgEquipAccumDeprecAmt
Land BOY$28,306LandBOYAmt
Land EOY$15,495LandEOYAmt
Land EOYFMV$15,495LandEOYFMVAmt
Other Assets BOY$502,547OtherAssetsBOYAmt
Other Assets EOY$1,429,055OtherAssetsEOYAmt
Other Assets EOYFMV$521,273OtherAssetsEOYFMVAmt
Total Assets BOY$314,443,125TotalAssetsBOYAmt
Total Assets EOY$256,281,073TotalAssetsEOYAmt
Total Assets EOYFMV$255,373,291TotalAssetsEOYFMVAmt
Accounts Payable BOY$176,550AccountsPayableBOYAmt
Accounts Payable EOY$161,318AccountsPayableEOYAmt
Grants Payable BOY$5,065,397GrantsPayableBOYAmt
Grants Payable EOY$5,907,475GrantsPayableEOYAmt
Other Liabilities BOY$1,224,358OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,920,133OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,466,305TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,988,926TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$307,976,820NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$246,292,147NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$307,976,820TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$246,292,147TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$314,443,125TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$256,281,073TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$307,976,820TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,957,886ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$298,018,934SubtotalAmt
Other Decreases$51,726,787OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$246,292,147TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2010-01-012022-12-31$82,069,968$80,340,063$1,729,905$1,729,905
PASSTHROUGH GAINS AND K-1 INCOME2010-01-012022-12-31$342,689$342,689$342,689P
CAPITAL GAIN DISTRIBUTION2021-12-312022-12-31$115,381$115,381$115,381P
GAIN/LOSS ON DISSOLVED PARTNERSHIPS2010-01-012022-12-31$1,360-$1,360-$1,360P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,186,615CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$75,612InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$75,612SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$75,612TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$102,116EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$142,116TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$66,504OverpaymentAmt
Applied To ES Tax$66,504AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LDGFUND.ORGWebsiteAddressTxt
Individual With BooksNANCY KAMIIndividualWithBooksNm
Phone4157711717PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 MONTGOMERY STREET 3440AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941044505ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NANCY KAMI
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104EXEC DIRECTOR40.00$390,000$86,454$0
DOUGLAS E GOLDMAN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104PRESIDENT1.60$0$0$0
LISA M GOLDMAN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104SECRETARY0.40$0$0$0
JENNIFER R GOLDMAN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104TREASURER0.50$0$0$0
JASON E GOLDMAN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104BOARD MEMBER0.50$0$0$0
MATTHEW W GOLDMAN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104BOARD MEMBER0.50$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
DEBORAH E FINDLING
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104STRATEGIC PHILANTHRO32.00$260,800$64,275$0
PAMELA J ALLEN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104SENIOR PROGRAM OFFIC40.00$202,000$52,819$0
HEATHER HART
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104COORDINATOR40.00$97,000$23,924$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
REGIS MANAGEMENT CO LLC
100 PINE STREET SUITE 2125SAN FRANCISCOCA94111INVESTMENT MANAGEMENT$372,041
TRAYNOR GROUP
384 COLUSA AVE SUITE 2KENSINGTONCA94707ACCOUNTING SERVICES$62,042
ROBERT B REICH
1230 BONITA AVENUEBERKELEYCA94111CONSULTING SERVICES$50,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$230,622,600AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,712,693AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$44,286,762FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$276,622,055TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$276,622,055AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,149,331CashDeemedCharitableAmt
Net Vl Noncharitable Assets$272,472,724NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,623,636MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,623,636MinimumInvestmentReturnAmt
Tax Based On Investment Income$75,612TaxBasedOnInvestmentIncomeAmt
Total Tax$75,612TotalTaxAmt
Distributable Before Adj$13,548,024DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,548,024DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,548,024DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,171,756ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$15,171,756QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,548,024DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$61,093ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$61,093TotalExcessDistributionCyovAmt
Qualifying Distributions$15,171,756QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,548,024AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,623,732RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,684,825TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,684,825ExcessDistriCyovToNextYrAmt
Excess From Year2$61,093ExcessFromYear2Amt
Excess From Current Year$1,623,732ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDOUGLAS E GOLDMANContributingManagerNm
Contributing ManagerLISA M GOLDMANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDOUGLAS E GOLDMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11 MONTGOMERY STREET 3440AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4157711717RecipientPhoneNum
Form And Info And MaterialsAFTER REVIEWING THE FUND'S CURRENT PRIORITIES AND LIMITATIONS, INTERESTED APPLICANTS SHOULD SUBMIT AN INITIAL LETTER OF INQUIRY FOR REVIEW. APPLICANTS WHO RECEIVE A FAVORABLE RESPONSE TO THEIR INITIAL INQUIRY WILL BE INVITED TO SUBMIT A FORMAL PROPOSAL WITH SUPPORTING MATERIALS WE ENCOURAGE APPLICANTS WHO HAVE QUESTIONS REGARDING THE APPROPRIATENESS OF A PROJECT TO CONTACT THE FUND DIRECTLY. THE APPLICATION PROCESS IS EXPLAINED AT HTTP://WWW.LDGFUND.ORG/GRANT-SEEKERS/FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR SUBMISSION; APPLICATIONS ALL YEARSubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATIONS MUST QUALIFY UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3).RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (281 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACTION FOR THE CLIMATE EMERGENCY
4696 BROADWAYBOULDERCO803040580NONEPCGENERAL OPERATING SUPPORT$125,000
AIM HIGH FOR HIGH SCHOOL
PO BOX 410715SAN FRANCISCOCA94141NONEPCGENERAL OPERATING SUPPORT$50,000
ALL STARS HELPING KIDS INC
4675 STEVENS CREEK BLVD STE 125SANTA CLARACA950516766NONEPCGENERAL OPERATING SUPPORT$10,000
ALZHEIMER'S ASSOCIATION(PTC)
2290 N FIRST STREET SUITE 101SAN JOSECA95131NONEPCGENERAL OPERATING SUPPORT$100
AMALGAMATED CHARITABLE FOUNDATION INC
1825 K ST NWWASHINGTONDC200061202NONEPCGENERAL OPERATING SUPPORT$250,000
AMERICAN CIVIL LIBERTIES UNION FD OF NCA
39 DRUMM STREETSAN FRANCISCOCA94111NONEPCGENERAL OPERATING SUPPORT$10,000
AMERICAN CONSTITUTION SOCIETY
601 13TH ST NW STE 610WASHINGTONDC200056721NONEPCGENERAL OPERATING SUPPORT$150,000
AMERICAN FRIENDS OF THE ISRAEL DEM INST
545 5TH AVE RM 920NEW YORKNY100173637NONEPCGENERAL OPERATING SUPPORT$25,000
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
545 5TH AVE RM 920NEW YORKNY100173637NONEPCGENERAL OPERATING SUPPORT$10,000
AMERICAN JEWISH JOINT DISTRIB COMM INC
220 E 42ND ST SUITE 400NEW YORKNY100175833NONEPCGENERAL OPERATING SUPPORT$100,000
AMERICAN JEWISH JOINT DISTRIB COMM INC
220 E 42ND ST SUITE 400NEW YORKNY100175833NONEPCGENERAL OPERATING SUPPORT$100,000
AMERICAN JEWISH WORLD SERVICE INC
45 WEST 36TH STREETNEW YORKNY10018NONEPCGENERAL OPERATING SUPPORT$15,000
AMERICAN NATIONAL RED CROSS
1663 MARKET STREETSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$2,500
AMERICANS UNITED FOR SEP CHURCH & STATE
1310 L STREET NW SUITE 200WASHINGTONDC20005NONEPCGENERAL OPERATING SUPPORT$100,000
AMERICANS UNITED FOR SEP CHURCH & STATE
1310 L STREET NW SUITE 200WASHINGTONDC20005NONEPCGENERAL OPERATING SUPPORT$5,000
AMERICARES FOUNDATION
88 HAMILTON AVESTAMFORDCT069023105NONEPCGENERAL OPERATING SUPPORT$100,000
ASIAN ART MUSEUM FOUNDATION OF SF
200 LARKIN STREETSAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT$2,500
BEND THE ARC-JEWISH PARTNERSFOR JUSTICE
330 7TH AVE STE 1902NEW YORKNY100015241NONEPCGENERAL OPERATING SUPPORT$30,000
BENTLEY SCHOOL
1000 UPPER HAPPY VLY RDLAFAYETTECA945492830NONEPCGENERAL OPERATING SUPPORT$1,000
BERKELEY HILLEL
2736 BANCROFT WAYBERKELEYCA94704NONEPCGENERAL OPERATING SUPPORT$125,000
BERKELEY HILLEL
2736 BANCROFT WAYBERKELEYCA94704NONEPCGENERAL OPERATING SUPPORT$33,000
BOARD OF TRUSTEES OF THE GLIDE FOUNDATION
330 ELLIS STREETSAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT$50,000
BOARD OF TRUSTEES OF THE GLIDE FOUNDATION
330 ELLIS STREETSAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT$2,500
BRADY CENTER TO PREVENT GUN VIOLENCE BR
840 1ST ST NE STE 400WASHINGTONDC200028040NONEPCGENERAL OPERATING SUPPORT$75,000
BRIGID ALLIANCE INC
PO BOX 58NEW YORKNY100240058NONEPCGENERAL OPERATING SUPPORT$175,000
BRIGID ALLIANCE INC
PO BOX 58NEW YORKNY100240058NONEPCGENERAL OPERATING SUPPORT$250
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA94118NONEPCGENERAL OPERATING SUPPORT$5,000
CALIFORNIA PACIFIC MEDICAL CENTER FDN
2015 STEINER STREETSAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$50,000
CALIFORNIA PACIFIC MEDICAL CENTER FDN
2015 STEINER STREETSAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$15,000
CAMPAIGN LEGAL CENTER INC
1101 14TH ST NW STE 400WASHINGTONDC200055624NONEPCGENERAL OPERATING SUPPORT$100,000
CANDID
360 22ND ST SUITE 500NEW YORKNY94612NONEPCGENERAL OPERATING SUPPORT$5,000
CARBON CYCLE INSTITUTE
245 KENTUCKY ST STE DPETALUMACA949522877NONEPCGENERAL OPERATING SUPPORT$75,000
CCOF FOUNDATION
2155 DELAWARE AVE STE 150SANTA CRUZCA950605732NONEPCGENERAL OPERATING SUPPORT$75,000
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710TUCSONAZ857020710NONEPCGENERAL OPERATING SUPPORT$70,000
CENTER FOR DISASTER PHILANTHROPY
ONE THOMAS CIRCLE NWWASHINGTONDC20005NONEPCGENERAL OPERATING SUPPORT$100,000
CENTER FOR DISASTER PHILANTHROPY
ONE THOMAS CIRCLE NWWASHINGTONDC20005NONEPCGENERAL OPERATING SUPPORT$50,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREET 22ND FLOORNEW YORKNY10038NONEPCGENERAL OPERATING SUPPORT$100,000
CENTRAL CITY HOSPITALITY
290 TURK STREETSAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT$1,500
CHC CREATING HEALTHY COMMUNITIES
1199 N FAIRFAX SUITE 600ALEXANDRIAVA22031NONEPCGENERAL OPERATING SUPPORT$5,000
CHICO FEMINIST WOMENS HEALTH CENTER
PO BOX 494369REDDINGCA96049NONEPCGENERAL OPERATING SUPPORT$65,000
CHILDRENS BOOK PROJECT
3433 21ST STREETSAN FRANCISCOCA941102212NONEPCGENERAL OPERATING SUPPORT$1,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740SAN FRANCISCOCA94144NONEPCGENERAL OPERATING SUPPORT$60,000
CITIZENS FOR RESP AND ETHICS
1101 K STREET NWWASHINGTONDC200054210NONEPCGENERAL OPERATING SUPPORT$100,000
CIVIC NATION
1156 15TH ST NW STE 1000WASHINGTONDC200051721NONEPCGENERAL OPERATING SUPPORT$100,000
CLEAN PRODUCTION ACTION
1310 BROADWAY STE 101SOMERVILLEMA021441837NONEPCGENERAL OPERATING SUPPORT$40,000
COASTAL QUEST
2625 ALCATRAZ AVE 609BERKELEYCA947052702NONEPCGENERAL OPERATING SUPPORT$50,000
COASTAL ROOTS FARM
441 SAXONY RDENCINITASCA920242725NONEPCGENERAL OPERATING SUPPORT$5,000
COMM ALLIANCE WITH FAMILY FARMERS FDN
PO BOX 363DAVISCA956170363NONEPCGENERAL OPERATING SUPPORT$50,000
COMMON CAUSE EDUCATION FUND
805 15TH STREET NW SUITE 800WASHINGTONDC200052207NONEPCGENERAL OPERATING SUPPORT$125,000
COMMONWEALTH CLUB OF CALIFORNIA
PO BOX 194210SAN FRANCISCOCA94119NONEPCGENERAL OPERATING SUPPORT$1,000
COMMUNITY INITIATIVES
C/O MISSION HIGH SCHOOL 3750 18THSAN FRANCISCOCA94114NONEPCGENERAL OPERATING SUPPORT$33,000ST
CONGREGATION EMANU-EL
2 LAKE STREETSAN FRANCISCOCA94118NONEPCGENERAL OPERATING SUPPORT$10,000
CONGREGATION EMANU-EL
2 LAKE STREETSAN FRANCISCOCA94118NONEPCGENERAL OPERATING SUPPORT$50,000
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118NONEPCGENERAL OPERATING SUPPORT$10,000
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118NONEPCGENERAL OPERATING SUPPORT$250,000
CROHN'S & COLITIS FDN OF AMERICA
733 THIRD AVENUE SUITE 510NEW YORKNY10017NONEPCGENERAL OPERATING SUPPORT$5,000
CROHN'S & COLITIS FDN OF AMERICA
733 THIRD AVENUE SUITE 510NEW YORKNY10017NONEPCGENERAL OPERATING SUPPORT$25,000
DELTA GAMMA FOUNDATION
3250 RIVERSIDE DRUPPER ARLNGTNOH432210397NONEPCGENERAL OPERATING SUPPORT$1,000
DEMOCRACY WORKS
20 JAY ST STE 840BROOKLYNNY112012582NONEPCGENERAL OPERATING SUPPORT$100,000
DOGWOOD ALLIANCE INC
PO BOX 7645ASHEVILLENC288027645NONEPCGENERAL OPERATING SUPPORT$50,000
DREW SCHOOL
2901 CALIFORNIA STREETSAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$1,000
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY STE 460BERKELEYCA947041375NONEPCGENERAL OPERATING SUPPORT$55,000
EARTHJUSTICE
50 CALIFORNIA STREET STE 500SAN FRANCISCOCA94111NONEPCGENERAL OPERATING SUPPORT$2,500
EARTHWORKS
1612 K STREET NW SUITE 904WASHINGTONDC20006NONEPCGENERAL OPERATING SUPPORT$80,000
ENVIRONMENTAL DEFENSE FUND INCORPORATED
123 MISSION STREET 28TH FLOORNEW YORKNY94105NONEPCGENERAL OPERATING SUPPORT$1,500
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVE SUITE 960NEW YORKNY10115NONEPCGENERAL OPERATING SUPPORT$6,000
ENVIRONMENTAL TRAVELING COMPANIONS
FORT MASON CENTERSAN FRANCISCOCA94123NONEPCGENERAL OPERATING SUPPORT$1,000
FAIR ELECTIONS CENTER
1825 K ST NW STE 450WASHINGTONDC200061255NONEPCGENERAL OPERATING SUPPORT$75,000
FELTON INSTITUTE
PO BOX 191350SAN FRANCISCOCA941191350NONEPCGENERAL OPERATING SUPPORT$2,500
FOOD RECOVERY NETWORK
4321 HARTWICK RD STE 316COLLEGE PARKMD207403210NONEPCGENERAL OPERATING SUPPORT$50,000
FREE SPEECH FOR PEOPLE INC
48 N PLEASANT STREET SUITE 304AMHERSTMA01002NONEPCGENERAL OPERATING SUPPORT$50,000
FREE SPEECH FOR PEOPLE INC
48 N PLEASANT STREET SUITE 304AMHERSTMA01002NONEPCGENERAL OPERATING SUPPORT$250
FRIENDS & FDN-S F PUBLIC LIBRARY
1630 17TH STREETSAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$3,500
FRIENDS & FDN-S F PUBLIC LIBRARY
1630 17TH STREETSAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$2,500
FRIENDS OF THE JEWISH COMMUNITY LIBRARY
1835 ELLIS STSAN FRANCISCOCA941154003NONEPCGENERAL OPERATING SUPPORT$5,000
FRIENDS OF THE URBAN FOREST
1007 GENERAL KENNEDY AVENUE SUITE 1SAN FRANCISCOCA94129NONEPCGENERAL OPERATING SUPPORT$6,500
FUNDERS FOR REPRODUCTIVE EQUITY INC
PO BOX 750ROCKVILLEMD208480750NONEPCGENERAL OPERATING SUPPORT$4,800
GENERATION CITIZEN INC
110 WALL STREET 5TH FLOORNEW YORKNY100053840NONEPCGENERAL OPERATING SUPPORT$75,000
GIANTS COMMUNITY FUND
24 WILLIE MAYS PLZSAN FRANCISCOCA941072199NONEPCGENERAL OPERATING SUPPORT$10,000
GIRLS ON THE RUN BAY AREA
3543 18TH STREET 31SAN FRANCISCOCA94110NONEPCGENERAL OPERATING SUPPORT$2,500
GLOBALGIVING FOUNDATION INC
1 THOMAS CIRCLE NO 800WASHINGTONDC200055802NONEPCGENERAL OPERATING SUPPORT$100,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
PO BOX 7818SAN FRANCISCOCA94120NONEPCGENERAL OPERATING SUPPORT$5,000
GREENBELT ALLIANCE
312 SUTTER ST STE 402SAN FRANCISCOCA94108NONEPCGENERAL OPERATING SUPPORT$60,000
GUNSDOWN INC
PO BOX 3984YOUNGSTOWNOH44513NONEPCGENERAL OPERATING SUPPORT$50,000
GUNSDOWN INC
PO BOX 3984YOUNGSTOWNOH44513NONEPCGENERAL OPERATING SUPPORT$250
GUTTMACHER INSTITUTE INC
125 MAIDEN LANE 7TH FLOORNEW YORKNY10038NONEPCGENERAL OPERATING SUPPORT$100,000
HABITAT FOR HUMANITY GREATER SF
300 MONTGOMERY STREET SUITE 450SAN FRANCISCOCA94104NONEPCGENERAL OPERATING SUPPORT$1,500
HAMILTON FAMILIES
273 NINTH STREETSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$2,500
HAMLIN SCHOOL
2120 BROADWAYSAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$2,000
HARPER FOR KIDS
2920 BUCHANAN ST 9SAN FRANCISCOCA94123NONEPCGENERAL OPERATING SUPPORT$10,000
HARPER FOR KIDS
2920 BUCHANAN ST 9SAN FRANCISCOCA94123NONEPCGENERAL OPERATING SUPPORT$2,500
HEALTHY BUILDING NETWORK
4911 7TH STREET NWWASHINGTONDC20011NONEPCGENERAL OPERATING SUPPORT$75,000
HEARING & SPEECH CTR OF NORTHERN CA
1234 DIVISADERO STREETSAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$1,000
HIAS INC
1300 SPRING ST STE 500SILVER SPRINGMD209103634NONEPCGENERAL OPERATING SUPPORT$100,000
HIAS INC
1300 SPRING ST STE 500SILVER SPRINGMD209103634NONEPCGENERAL OPERATING SUPPORT$75,000
HOPEWELL FUND
1201 CONNECTICUT AV NW SUITE 300WASHINGTONDC200365109NONEPCGENERAL OPERATING SUPPORT$150,000
ICIVICS INC
1035 CAMBRIDGE STREET SUITE 1CAMBRIDGEMA02141NONEPCGENERAL OPERATING SUPPORT$75,000
IFWHENHOW
1714 FRANKLIN ST STE 100 393OAKLANDCA946123409NONEPCGENERAL OPERATING SUPPORT$50,000
ILLUMINATE THE ARTS
228 LAIDLEY STSAN FRANCISCOCA94131NONEPCGENERAL OPERATING SUPPORT$20,000
ILSR
1200 18TH ST NW STE 700WASHINGTONDC200362531NONEPCGENERAL OPERATING SUPPORT$35,000
IMMUNE DEFICIENCY FOUNDATION
110 WEST ROAD SUITE 300TOWSONMD21204NONEPCGENERAL OPERATING SUPPORT$15,000
INNOVATIONS IN REPRODUCTIVE HEALTH ACCESS
1001 46TH ST UNIT 519EMERYVILLECA94608NONEPCGENERAL OPERATING SUPPORT$50,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD SUITE 1500LOS ANGELESCA90025NONEPCGENERAL OPERATING SUPPORT$100,000
ISSUE ONE
1401 K ST NEW STE 350WASHINGTONDC20005NONEPCGENERAL OPERATING SUPPORT$100,000
JEWISH AGENCY FOR ISRAEL-NO AM COUNCIL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017NONEPCGENERAL OPERATING SUPPORT$100,000
JEWISH AGENCY FOR ISRAEL-NO AM COUNCIL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017NONEPCGENERAL OPERATING SUPPORT$2,500
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118NONEPCGENERAL OPERATING SUPPORT$21,000
JEWISH COMMUNITY CENTER OF THE EAST BAY
1414 WALNUT STBERKELEYCA947091405NONEPCGENERAL OPERATING SUPPORT$30,000
JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$1,000
JEWISH COMMUNITY RELATIONS COUNCIL
121 STEUART ST STE 301SAN FRANCISCOCA941051221NONEPCGENERAL OPERATING SUPPORT$22,500
JEWISH COMMUNITY RELATIONS COUNCIL
121 STEUART ST STE 301SAN FRANCISCOCA941051221NONEPCGENERAL OPERATING SUPPORT$25,000
JEWISH COMMUNITY RELATIONS COUNCIL
121 STEUART ST STE 301SAN FRANCISCOCA941051221NONEPCGENERAL OPERATING SUPPORT$50,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001NONEPCGENERAL OPERATING SUPPORT$2,500
JEWISH GRADUATE STUDENT INITIATIVE
1543 S CREST DRIVELOS ANGELESCA90035NONEPCGENERAL OPERATING SUPPORT$25,000
JEWISH LEARNINGWORKS
1770 POST STREET 145SAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$40,000
JEWISH LEARNINGWORKS
1770 POST STREET 145SAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$5,000
JEWISH STUDIO PROJECT
940 DWIGHT WAY 13BBERKELEYCA94710NONEPCGENERAL OPERATING SUPPORT$30,000
JEWISH VOCATIONAL AND CAREER COUNSELING S
225 BUSH STREET SUITE 400SAN FRANCISCOCA94104NONEPCGENERAL OPERATING SUPPORT$5,000
JTP PROFESSIONAL SERVICE CORPORATION
2038 FORD PKWY 444SAINT PAULMN55116NONEPCGENERAL OPERATING SUPPORT$100,000
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA941101426NONEPCGENERAL OPERATING SUPPORT$15,000
LA CASA DE LAS MADRES
1269 HOWARD STREETSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$2,000
LAWRENCE FAMILY JEWISH COMM CENTERS
4126 EXECUTIVE DRLA JOLLACA920371348NONEPCGENERAL OPERATING SUPPORT$10,000
LAWRENCE FAMILY JEWISH COMM CENTERS
4126 EXECUTIVE DRLA JOLLACA920371348NONEPCGENERAL OPERATING SUPPORT$2,500
LAWRENCE FAMILY JEWISH COMM CENTERS
4126 EXECUTIVE DRLA JOLLACA920371348NONEPCGENERAL OPERATING SUPPORT$5,000
LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER
1500 K ST NW STE 900WASHINGTONDC200051205NONEPCGENERAL OPERATING SUPPORT$100,000
LEAGUE OF WOMEN VOTERS-EF
1233 20TH ST NW STE 500WASHINGTONDC200362376NONEPCGENERAL OPERATING SUPPORT$2,500
LEAGUE OF WOMEN VOTERS-EF
1233 20TH ST NW STE 500WASHINGTONDC200362376NONEPCGENERAL OPERATING SUPPORT$125,000
MARINE MAMMAL CENTER
2000 BUNKER ROAD FORT CRONKHITESAUSALITOCA94965NONEPCGENERAL OPERATING SUPPORT$3,000
MAUI FOOD BANK
760 KOLU STREETWAILUKUHI96793NONEPCGENERAL OPERATING SUPPORT$5,000
MAUI FOOD BANK
760 KOLU STREETWAILUKUHI96793NONEPCGENERAL OPERATING SUPPORT$20,000
MAYO CLINIC
DEPARTMENT OF DEVELOPMENTROCHESTERMN55905NONEPCGENERAL OPERATING SUPPORT$1,000
MDP FOUNDATION
225 POTRERO AVENUESAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$10,000
MEALS ON WHEELS OF SAN FRANCISCO
1375 FAIRFAX AVENUESAN FRANCISCOCA94124NONEPCGENERAL OPERATING SUPPORT$3,000
MEDIA MATTERS FOR AMERICA
800 MAINE AVE SW STE 500WASHINGTONDC200242866NONEPCGENERAL OPERATING SUPPORT$150,000
MEDICAL STUDENTS FOR CHOICE
PO BOX 40935PHILADELPHIAPA191071518NONEPCGENERAL OPERATING SUPPORT$15,000
MENLO SCHOOL
50 VALPARAISO AVENUEATHERTONCA94027NONEPCGENERAL OPERATING SUPPORT$2,000
MIDWEST ACCESS COALITION
PO BOX 408363CHICAGOIL60640NONEPCGENERAL OPERATING SUPPORT$175,000
MOISHE HOUSE
441 SAXONY ROADENCINITASCA92024NONEPCGENERAL OPERATING SUPPORT$50,000
MUSEUM OF MODERN ART
11 WEST 53 STREETNEW YORKNY10019NONEPCGENERAL OPERATING SUPPORT$1,000
MY NEW RED SHOES
330 TWIN DOLPHIN DRIVE SUITE 135REDWOOD CITYCA94065NONEPCGENERAL OPERATING SUPPORT$2,500
NARAL PRO-CHOICE AMERICA FOUNDATION
1725 EYE STREET NW SUITE 900WASHINGTONDC20006NONEPCGENERAL OPERATING SUPPORT$15,000
NATIONAL ABORTION FEDERATION
1090 VERMONT AVE NWWASHINGTONDC200054905NONEPCGENERAL OPERATING SUPPORT$100,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550WASHINGTONDC20006NONEPCGENERAL OPERATING SUPPORT$7,500
NATIONAL COUNCIL OF JEWISH WOMEN INC
2055 L ST NW STE 650WASHINGTONDC200364991NONEPCGENERAL OPERATING SUPPORT$100,000
NATIONAL REDISTRICTING FOUNDATION
700 13TH ST NW STE 600WASHINGTONDC200055998NONEPCGENERAL OPERATING SUPPORT$200,000
NATIONAL VOTE AT HOME
PO BOX 65752WASHINGTONDC200355752NONEPCGENERAL OPERATING SUPPORT$100,000
NATIONAL WOMEN'S LAW CENTER
11 DUPONT CIRCLE NW SUITE 800WASHINGTONDC20036NONEPCGENERAL OPERATING SUPPORT$75,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREET 11TH FLOORNEW YORKNY10011NONEPCGENERAL OPERATING SUPPORT$1,500
NATURE CONSERVANCY HAWAI'I & PALMYRA
923 NUUANU AVEHONOLULUHI96817NONEPCGENERAL OPERATING SUPPORT$50,000
NCGA FOUNDATION
3200 LOPEZ ROADPEBBLE BEACHCA93953NONEPCGENERAL OPERATING SUPPORT$10,000
NCGA FOUNDATION
3200 LOPEZ ROADPEBBLE BEACHCA93953NONEPCGENERAL OPERATING SUPPORT$100,000
NEO PHILANTHROPY INC
45 W 36TH ST 6TH FLOORNEW YORKNY10018NONEPCGENERAL OPERATING SUPPORT$5,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NW SUITEWASHINGTONDC200365104NONEPCGENERAL OPERATING SUPPORT$100,000300
NORTHERN CALIFORNIA GRANTMAKERS
160 SPEAR STREET SUITE 360SAN FRANCISCOCA941051543NONEPCGENERAL OPERATING SUPPORT$7,500
NURSES FOR SEXUAL AND REPRODUCTIVE HEALTH
2395 UNIVERSITY AVENUE WEST SUITESAINT PAULMN55114NONEPCGENERAL OPERATING SUPPORT$60,000312
OAKLAND MUSEUM OF CALIFORNIA
1000 OAK STREETOAKLANDCA94607NONEPCGENERAL OPERATING SUPPORT$2,500
OSHMAN FAMILY JCC
3921 FABIAN WAYPALO ALTOCA943034606NONEPCGENERAL OPERATING SUPPORT$50,000
PACIFIC CLUB IMPACT FOUNDATION
4110 MACARTHUR BLVDNEWPORT BEACHCA926602001NONEPCGENERAL OPERATING SUPPORT$10,000
PEAK GRANTMAKING
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006NONEPCGENERAL OPERATING SUPPORT$3,000
PESTICIDE ACTION NETWORK NORTH AMERICA RE
2029 UNIVERSITY AVE SUITE 200BERKELEYCA94704NONEPCGENERAL OPERATING SUPPORT$25,000
PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT
611 PENNSYLVANIA AVE SEWASHINGTONDC200034303NONEPCGENERAL OPERATING SUPPORT$5,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST10TH FLOORNEW YORKNY100383844NONEPCGENERAL OPERATING SUPPORT$15,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST10TH FLOORNEW YORKNY100383844NONEPCGENERAL OPERATING SUPPORT$100,000
PLANNED PARENTHOOD NC
2185 PACHECO STCONCORDCA94520NONEPCGENERAL OPERATING SUPPORT$100,000
PLANNED PARENTHOOD NORTHERN CALIFORNIA
2185 PACHECO STCONCORDCA94520NONEPCGENERAL OPERATING SUPPORT$175,000
PLANNED PARENTHOOD NORTHERN CALIFORNIA
2185 PACHECO STCONCORDCA94520NONEPCGENERAL OPERATING SUPPORT$16,000
PLANNED PARENTHOOD NORTHERN CALIFORNIA
2185 PACHECO STCONCORDCA94520NONEPCGENERAL OPERATING SUPPORT$1,000
POINT REYES BIRD OBSERVATORY
3820 CYPRESS DR STE 11PETALUMACA949546964NONEPCGENERAL OPERATING SUPPORT$50,000
POLICY IMPACT
127 UNIVERSITY AVENUEBERKELEYCA94710NONEPCGENERAL OPERATING SUPPORT$2,000
PROJECT DRAWDOWN
3450 SACRAMENTO STREET 506SM FRANCISCOCA94118NONEPCGENERAL OPERATING SUPPORT$1,000
PROJECT REGENERATION
35 EVELYN AVEMILL VALLEYCA949411013NONEPCGENERAL OPERATING SUPPORT$5,000
PROTEUS FUND INC
15 RESEARCH DR STE BAMHERSTMA010022795NONEPCGENERAL OPERATING SUPPORT$75,000
PUBLIC CITIZEN FOUNDATION INC
1600 20TH STREET NWWASHINGTONDC20009NONEPCGENERAL OPERATING SUPPORT$150,000
PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPON
962 WAYNE AVE STE 610SILVER SPRINGMD209104453NONEPCGENERAL OPERATING SUPPORT$25,000
PUSH 2 EXCEL INC
2269 CHESTNUT STREET 473SAN FRANCISCOCA94123NONEPCGENERAL OPERATING SUPPORT$2,500
RAINFOREST ACTION NETWORK
425 BUSH STREET SUITE 300SAN FRANCISCOCA94108NONEPCGENERAL OPERATING SUPPORT$75,000
RAINFOREST ACTION NETWORK
425 BUSH STREET SUITE 300SAN FRANCISCOCA94108NONEPCGENERAL OPERATING SUPPORT$2,000
RAINFOREST CONNECTION
440 COBIA DRIVE SUITE 1902KATYTX77494NONEPCGENERAL OPERATING SUPPORT$100,000
RAINFOREST CONNECTION
440 COBIA DRIVE SUITE 1902KATYTX77494NONEPCGENERAL OPERATING SUPPORT$15,000
RANDALL MUSEUM FRIENDS
199 MUSEUM WAYSAN FRANCISCOCA94114NONEPCGENERAL OPERATING SUPPORT$1,500
REACH OUT AND READ INC
89 SOUTH STREET SUITE 201BOSTONMA02111NONEPCGENERAL OPERATING SUPPORT$75,000
READING IS FUNDAMENTAL INC
750 FIRST STREET NEWASHINGTONDC200024241NONEPCGENERAL OPERATING SUPPORT$50,000
READING IS FUNDAMENTAL INC
750 FIRST STREET NEWASHINGTONDC200024241NONEPCGENERAL OPERATING SUPPORT$2,500
REBOOT INC
743 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106NONEPCGENERAL OPERATING SUPPORT$1,500
REBUILDING TOGETHER SAN FRANCISCO
PIER 28 SUITE 1SAN FRANCISCOCA94105NONEPCGENERAL OPERATING SUPPORT$2,000
RONALD MCDONALD HOUSE CHARITIES OF THE BA
520 SAND HILL ROADPALO ALTOCA943042001NONEPCGENERAL OPERATING SUPPORT$1,000
ROSE FOUNDATION FOR COMMUNITIES AND THE E
201 4TH STREET SUITE 102OAKLANDCA946074369NONEPCGENERAL OPERATING SUPPORT$50,000
SAINT ANTHONY FOUNDATION
150 GOLDEN GATE AVENUESAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT$2,000
SAN FRANCISCO BALLET ASSOCIATION
455 FRANKLIN STREETSAN FRANCISCOCA941024471NONEPCGENERAL OPERATING SUPPORT$6,500
SAN FRANCISCO BAY AREA LITTLE BROTHERS -
909 HYDE STREET SUITE 628SAN FRANCISCOCA94109NONEPCGENERAL OPERATING SUPPORT$1,000
SAN FRANCISCO EDUCATION FUND
2730 BRYANT STREET SECOND FLOORSAN FRANCISCOCA94110NONEPCGENERAL OPERATING SUPPORT$2,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$60,000
SAN FRANCISCO GENERAL HOSPITAL FDN
PO BOX 410836SAN FRANCISCOCA941040836NONEPCGENERAL OPERATING SUPPORT$2,500
SAN FRANCISCO HILLEL
33 BANBURY DRSAN FRANCISCOCA941322645NONEPCGENERAL OPERATING SUPPORT$12,500
SAN FRANCISCO JEWISH COMMUNITY PUBLICATIO
225 BUSH STREET 480SAN FRANCISCOCA94104NONEPCGENERAL OPERATING SUPPORT$39,000
SAN FRANCISCO JEWISH COMMUNITY PUBLICATIO
225 BUSH STREET 480SAN FRANCISCOCA94104NONEPCGENERAL OPERATING SUPPORT$12,500
SAN FRANCISCO MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$10,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$10,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$26,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$10,000
SAN FRANCISCO OPERA ASSOCIATION
301 VAN NESS AVENUESAN FRANCISCOCA941024509NONEPCGENERAL OPERATING SUPPORT$1,000
SAN FRANCISCO OPERA GUILD
301 VAN NESS AVESAN FRANCISCOCA941024509NONEPCGENERAL OPERATING SUPPORT$1,000
SAN FRANCISCO PARKS ALLIANCE
1074 FOLSOM STREETSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$1,000
SAN FRANCISCO PARKS ALLIANCE - TENNIS COALITION OF SAN FRANCISCO
1074 FOLSOM STREETSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$1,000,000
SAN FRANCISCO SYMPHONY
DAVIES SYMPHONY HALLSAN FRANCISCOCA941024585NONEPCGENERAL OPERATING SUPPORT$15,000
SAN FRANCISCO TRANSIT RIDERS
PO BOX 193341SAN FRANCISCOCA941193341NONEPCGENERAL OPERATING SUPPORT$50,000
SAN FRANCISCO ZOOLOGICAL SOCIETY
ONE ZOO ROADSAN FRANCISCOCA941321098NONEPCGENERAL OPERATING SUPPORT$2,000
SAVE THE BAY
1330 BROADWAY SUITE 1800OAKLANDCA946122519NONEPCGENERAL OPERATING SUPPORT$1,000
SD FOUNDATION
1828 L STREET NWWASHINGTONDC200365104NONEPCGENERAL OPERATING SUPPORT$100,000
SF SOCIETY PREV OF CRUELTY TO ANIMALS
201 ALABAMA STSAN FRANCISCOCA941030000NONEPCGENERAL OPERATING SUPPORT$7,500
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DR STE 1450NEW YORKNY101150114NONEPCGENERAL OPERATING SUPPORT$50,000
SOCIAL & ENVIRONMENTAL ENTREPRENEURS SEE
23564 CALABASAS RD STE 201CALABASASCA913021338NONEPCGENERAL OPERATING SUPPORT$40,000
SOCIAL GOOD FUND
475 RIVERSIDE DRIVE SUITE 1800NEW YORKNY10115NONEPCGENERAL OPERATING SUPPORT$100,000
SOCIAL GOOD FUND
475 RIVERSIDE DRIVE SUITE 1800NEW YORKNY10115NONEPCGENERAL OPERATING SUPPORT$100,000
SOCIAL GOOD FUND
475 RIVERSIDE DRIVE SUITE 1800NEW YORKNY10115NONEPCGENERAL OPERATING SUPPORT$65,000
SOCIAL GOOD FUND
475 RIVERSIDE DRIVE SUITE 1800NEW YORKNY10115NONEPCGENERAL OPERATING SUPPORT$70,000
SOUTHERN POVERTY LAW CENTER
PO BOX 548MONTGOMERYAL361010548NONEPCGENERAL OPERATING SUPPORT$10,000
SPARK SF PUBLIC SCHOOLS
135 VAN NESS AVENUE ROOM 119SAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT$50,000
SPUR
654 MISSION STREETSAN FRANCISCOCA94105NONEPCGENERAL OPERATING SUPPORT$50,000
SPUR
654 MISSION STREETSAN FRANCISCOCA94105NONEPCGENERAL OPERATING SUPPORT$2,500
STAND
548 MARKET ST SUITE 74196SAN FRANCISCOCA98020NONEPCGENERAL OPERATING SUPPORT$75,000
STANFORD UNIV BD OF TTTE LELAND STANFORD
STANFORD UNIVERSITYREDWOOD CITYCA943057120NONEPCGENERAL OPERATING SUPPORT$1,000
STANFORD UNIVERSITY
PO BOX 20466STANFORDCA943090466NONEPCGENERAL OPERATING SUPPORT$10,000
STANFORD UNIVERSITY
PO BOX 20466STANFORDCA943090466NONEPCGENERAL OPERATING SUPPORT$1,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREETSAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$150,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREETSAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$20,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREETSAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$150,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREETSAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$210,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREETSAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$150
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREETSAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$90,000
TAWONGA JEWISH COMMUNITY CORPORATION
131 STEUART STREET STE 460SAN FRANCISCOCA94105NONEPCGENERAL OPERATING SUPPORT$5,000
TEN STRANDS
PO BOX 150869SAN RAFAELCA94915NONEPCGENERAL OPERATING SUPPORT$1,000
THE AMERICAN INDEPENDENT
800 MAINE AVENUE SW SUITE 500WASHINGTONDC20024NONEPCGENERAL OPERATING SUPPORT$100,000
THE BARACK OBAMA FOUNDATION
PO BOX 779056CHICAGOIL606779056NONEPCGENERAL OPERATING SUPPORT$250,000
THE BRANSON SCHOOL
PO BOX 887ROSSCA94957NONEPCGENERAL OPERATING SUPPORT$1,000
THE CONTEMPORARY JEWISH MUSEUM
736 MISSION STSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$10,000
TIDES CENTER
1014 TORNEY AVENUESAN FRANCISCOCA941291755NONEPCGENERAL OPERATING SUPPORT$100,000
TIDES CENTER
1014 TORNEY AVENUESAN FRANCISCOCA941291755NONEPCGENERAL OPERATING SUPPORT$10,000
TIDES FOUNDATION
PO BOX 2883BERKELEYCA94702NONEPCGENERAL OPERATING SUPPORT$100,000
TOWN OF ATHERTON
150 WATKINS AVEATHERTONCA94027NONEGOVGENERAL OPERATING SUPPORT$45,000
TOWN SCHOOL FOR BOYS
2750 JACKSON STREETSAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$6,000
TOXIC FREE FUTURE
4649 SUNNYSIDE AVE N STE 540SEATTLEWA981036963NONEPCGENERAL OPERATING SUPPORT$60,000
TRACE MEDIA INC
PO BOX 24532BROOKLYNNY112024532NONEPCGENERAL OPERATING SUPPORT$75,000
UC BERKELEY
1995 UNIVERSITY AVE NO 401BERKELEYCA947041058NONEPCGENERAL OPERATING SUPPORT$10,000
UNION FOR REFORM JUDAISM
2027 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPCGENERAL OPERATING SUPPORT$25,000
UNION FOR REFORM JUDAISM
2027 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPCGENERAL OPERATING SUPPORT$2,000
UNITED STATES FUND FOR UNICEF
101 MONTGOMERY STREET SUITE 625NEW YORKNY94104NONEPCGENERAL OPERATING SUPPORT$100,000
UNITED STATES FUND FOR UNICEF
101 MONTGOMERY STREET SUITE 625NEW YORKNY94104NONEPCGENERAL OPERATING SUPPORT$2,500
UNITED STATES HOLOCAUST MEMORIAL COUNCIL
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024NONEPCGENERAL OPERATING SUPPORT$1,000
UNITED WAY OF THE BAY AREA
550 KEARNY STREET SUITE 1000SAN FRANCISCOCA94108NONEPCGENERAL OPERATING SUPPORT$10,000
UNIV OF CALIFORNIA SF FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104NONEPCGENERAL OPERATING SUPPORT$15,000
UNIV OF CALIFORNIA SF FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104NONEPCGENERAL OPERATING SUPPORT$2,500
UNIV OF CALIFORNIA SF FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104NONEPCGENERAL OPERATING SUPPORT$5,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVE NO 401BERKELEYCA947041058NONEPCGENERAL OPERATING SUPPORT$500,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVE NO 401BERKELEYCA947041058NONEPCGENERAL OPERATING SUPPORT$50,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVE NO 401BERKELEYCA947041058NONEPCGENERAL OPERATING SUPPORT$10,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVE NO 401BERKELEYCA947041058NONEPCGENERAL OPERATING SUPPORT$5,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVE NO 401BERKELEYCA947041058NONEPCGENERAL OPERATING SUPPORT$10,000
UNIVERSITY OF CALIFORNIA SF FOUNDATION
220 MONTGOMERY ST 5TH FLSAN FRANCISCOCA941043402NONEPCGENERAL OPERATING SUPPORT$50,000
UNIVERSITY OF CALIFORNIA SF FOUNDATION
220 MONTGOMERY ST 5TH FLSAN FRANCISCOCA941043402NONEPCGENERAL OPERATING SUPPORT$100,000
UNIVERSITY OF CHICAGO
6054 S DREXEL AVE SUITE 300CHICAGOIL606372612NONEPCGENERAL OPERATING SUPPORT$50,000
UNIVERSITY OF SOUTHERN CALIFORNIA
MARSHALL SCHOOL OF BUSINESS ATTLOS ANGELESCA90089NONEPCGENERAL OPERATING SUPPORT$100,00029TH FLOOR
UNIVERSITY OF SOUTHERN CALIFORNIA
MARSHALL SCHOOL OF BUSINESS ATTLOS ANGELESCA90089NONEPCGENERAL OPERATING SUPPORT$3,00029TH FLOOR
UNIVERSITY OF SOUTHERN CALIFORNIA
MARSHALL SCHOOL OF BUSINESS ATTLOS ANGELESCA90089NONEPCGENERAL OPERATING SUPPORT$1,00029TH FLOOR
UNIVERSITY OF SOUTHERN CALIFORNIA
MARSHALL SCHOOL OF BUSINESS ATTLOS ANGELESCA90089NONEPCGENERAL OPERATING SUPPORT$10,00029TH FLOOR
UNIVERSITY OF SOUTHERN CALIFORNIA
MARSHALL SCHOOL OF BUSINESS ATTLOS ANGELESCA90089NONEPCGENERAL OPERATING SUPPORT$10,00029TH FLOOR
UPSTART BAY AREA
1111 BROADWAY 3RD FLOAKLANDCA946074139NONEPCGENERAL OPERATING SUPPORT$45,000
UPSTREAM POLICY INSTITUTE INC
PO BOX 1352DAMARISCOTTAME04543NONEPCGENERAL OPERATING SUPPORT$50,000
URBAN ADAMAH
1151 SIXTH STBERKELEYCA94710NONEPCGENERAL OPERATING SUPPORT$75,000
URBAN ADAMAH
1151 SIXTH STBERKELEYCA94710NONEPCGENERAL OPERATING SUPPORT$11,000
URBAN HABITAT
2000 FRANKLIN STREETOAKLANDCA94612NONEPCGENERAL OPERATING SUPPORT$75,000
URBAN SCHOOL OF SAN FRANCISCO
1563 PAGE STREETSAN FRANCISCOCA941172098NONEPCGENERAL OPERATING SUPPORT$1,000
US PUBLIC INTEREST RESEARCH GROUP ED FUND
1543 WAZEE ST STE 460DENVERCO802021450NONEPCGENERAL OPERATING SUPPORT$50,000
VIOLENCE POLICY CENTER
1025 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036NONEPCGENERAL OPERATING SUPPORT$40,0001210
VOTO LATINO
1701 RHODE ISLAND AVE NWWASHINGTONDC20005NONEPCGENERAL OPERATING SUPPORT$100,000
WILDCARE
76 ALBERT PARK LNSAN RAFAELCA949013929NONEPCGENERAL OPERATING SUPPORT$1,500
WILLIAM J BRENNAN JR CENTER
120 BROADWAY STE 1750NEW YORKNY102710202NONEPCGENERAL OPERATING SUPPORT$100,000
WOMEN'S REPRODUCTIVE RIGHTS ASSIST PROJ
2633 LINCOLN BOULEVARD NO 338SANTA MONICACA904054619NONEPCGENERAL OPERATING SUPPORT$100,000
WORLD CENTRAL KITCHEN INC
655 NEW YORK AVE NW 6TH FLWASHINGTONDC200015554NONEPCGENERAL OPERATING SUPPORT$100,000
YOSEMITE CONSERVANCY
101 MONTGOMERY STREET SUITE 2450SAN FRANCISCOCA94104NONEPCGENERAL OPERATING SUPPORT$2,500
YOUTH TENNIS ADVANTAGE
1717 POWELL STREET SUITE 100SAN FRANCISCOCA94133NONEPCGENERAL OPERATING SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,435,800TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118NONEPCGENERAL OPERATING SUPPORT$750,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREETSAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$150,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVE NO 401BERKELEYCA947041058NONEPCGENERAL OPERATING SUPPORT$2,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,900,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,357,236ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$74,570ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,409,495ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,841,301ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,841,301TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$110,945Amt
Net Investment Income$55,472NetInvestmentIncomeAmt
Disbursements Charitable Prps$55,473DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCHWAB INVESTMENTSBondNm
EOY Book Value$12,638,232EOYBookValueAmt
EOYFMV$12,638,232EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCHWAB INVESTMENTS$162,388,779$162,388,779
PERSHING/CAPITAL GUARDIAN INVESTMENTS$34,604,771$34,604,771

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (31 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN DIGITAL GROWTHFMV$167,172$167,172
KHOSLA VENTURE PARTNERSFMV$223,836$223,836
LEGACY VENTURE V, LLCFMV$1,034,411$1,034,411
OZ OVERSEAS FUNDFMV$9,126,002$9,126,002
STEVENSON STREETFMV$15,606$15,606
TWO SIGMAFMV$6,356,565$6,356,565
VANTAGE POINTFMV$5,209$5,209
BRIDGE PARTNERS FUND IIIFMV$89,485$89,485
CARMEL PARTNERSFMV$765,351$765,351
SUSTAINABLE ASSET FUND IIFMV$1,476,089$1,476,089
VISTA EQUITY PARTNERSFMV$2,054,892$2,054,892
DIVCOWEST FUND VI-AFMV$449,173$449,173
FTV VIFMV$3,265,783$3,265,783
FTV VIIFMV$741,295$741,295
GOLDEN GATE CAPITAL OPP FUNDFMV$1,673,594$1,673,594
RRG SUSTAINABLE WATER IMPACT FUNDFMV$816,215$816,215
AMERICAN SECURITIES PARTNERS VIIIFMV$2,421,524$2,421,524
GENERATE CAPITALFMV$3,861,000$3,861,000
MARCY VENTURE FD IVFMV$685,084$685,084
PRADO ALPHA FUNDFMV$133,981$133,981
RALLY VENTURES FUND IVFMV$656,659$656,659
SUSTAINABLE ASSET FUND III:FMV$925,335$925,335
TCV XI(B)FMV$921,281$921,281
TECHNOLOGY IMPACT FD FUND II:FMV$534,951$534,951
VENROCK OPPORTUNITIES FDFMV$1,053,200$1,053,200
IEC FUND VFMV$486,423$486,423
MAINSAIL PARTNERS VIFMV$140,406$140,406
DESIGNER FUND IIIFMV$140,000$140,000
BRIDGE PARTNERS IVFMV$870,407$870,407
ORCHID ASIAFMV$265,146$265,146
VOYAGER PARTNERS SELECTFMV$265,916$265,916

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$25,879LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$25,879DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSIT$16,805$16,805$16,805
PREPAID TAXES$485,742$485,742$485,742
DEFERRED COMPENSATION PLAN$18,726$18,726
RIGHT OF USE ASSET$907,782$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$51,726,787Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMUNICATION$11,704$0$11,704
COMPUTER/EQUIPMENT/MAINTENANCE$51,346$0$51,346
EDUCATION EXPENSE$3,962$0$3,962
INSURANCE$24,729$0$24,729
INVESTMENT FEES$1,280,053$652,410$0
SUPPLIES AND OTHER$2,146$0$2,146
PAYROLL FEES$1,309$27$1,282
OTHER EXPENSES$9,931$0$9,931
K-1 EXPENSES$0$1,007,860$0
EXCISE TAX-$608,678$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$74,570RevenueAndExpensesPerBooksAmt
Net Investment Income$1,623NetInvestmentIncomeAmt
Adjusted Net Income$74,570AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED RENT$16,600$0
DEFERRED FEDERAL EXCISE TAX$1,197,000$478,000
TENANTS IMPROVEMENT ALLOWANCE LIABILITY$10,758$0
LEASE LIABILITY$0$954,119
PENDING PURCHASES$0$2,469,288
DEFERRED COMPENSATION LIABILITY$0$18,726

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryHR AND OTHER CONSULTINGCategoryTxt
Amt$53,333Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$53,333DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$46,936$971$45,965
FOREIGN TAX$0$221,845$0