BERNARD OSHER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD OSHER FOUNDATION (EIN 94-2506257)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202313149349102766
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T15:55:35-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940251021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942506257 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERNARD OSHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 4158615587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MARKET PLAZA STEUART TOWER 100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBRO OSHER | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 4158615587 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBRO | PersonFirstNm |
| Person Last | OSHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,083,762 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $50,932 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,048 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $607,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $607,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,039,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,521,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,039,140 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,698,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,674,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $498,948 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $450,198 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $206,467 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $206,467 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $93,896 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,150 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $89,746 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,793 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,793 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $292,546 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $43,882 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $248,664 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,271 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,271 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,729 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $38,485 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,170 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $306,865 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $23,523 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $283,342 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,897 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,897 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,069 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,850 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,309 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,569,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,438,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,246,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,155,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,816,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,593,672 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,117,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,527,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,833 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $8,681,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,540,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,540,808 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,176 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,843 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,176 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,176 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $21,666 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $51,888 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $51,888 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $38,458,734 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,221,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,221,717 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $173,672 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,128 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,634 | LandBOYAmt |
| Land EOY | $95,544 | LandEOYAmt |
| Land EOYFMV | $95,544 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,284,546 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $172,629 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,238,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,195,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,083,762 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61,971 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $41,316 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,585,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,514,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $194,561 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,211,797 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,841,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,767,113 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $45,397,433 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,428,566 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,397,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,428,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,238,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,195,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,397,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,117,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,279,799 | SubtotalAmt |
| Other Decreases | $4,851,233 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,428,566 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF | 2019-09-10 | 2022-06-23 | $8,969,595 | $7,862,563 | $1,107,032 | $1,107,032 |
| ISHARES MSCI ACWI ETF | 2021-12-30 | 2022-06-23 | $41,719 | $53,150 | -$11,431 | -$11,431 |
| US TREASURY BILLS | 2022-08-25 | 2022-12-08 | $4,970,997 | $4,970,997 | $0 | $0 |
| US TREASURY BILLS | 2019-10-04 | 2022-12-21 | $5,539,013 | $5,595,474 | -$56,461 | -$56,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,039,140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,018 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,018 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,789 | OverpaymentAmt |
| Applied To ES Tax | $17,789 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OSHERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 4158615587 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MARKET PLAZA STEUART TOWER 1000 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARY BITTERMAN | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | PRESIDENT | 40.00 | $325,000 | $21,523 | $0 |
| JEANIE HIROKANE | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | SECRETARY | 40.00 | $102,000 | $8,500 | $0 |
| HAROLD MOFFETT | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | CFO | 40.00 | $70,748 | $12,503 | $0 |
| PHYLLIS COOK | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $400 | $0 | $0 |
| DAVID AGGER | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $400 | $0 | $0 |
| JOHN GALLO | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $400 | $0 | $0 |
| BARBRO OSHER | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| BERNARD OSHER | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | TREASURER | 15.00 | $0 | $0 | $0 |
| LAURA LAUDER | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN PRITZKER | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| KELLY JANE ROSENBLATT | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.00 | $74,753 | $27,298 | $0 |
| ERIC GILLESPIE | |||||||||
| ONE MARKET PLAZA STEUART TOWER STE | 1000 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.00 | $81,600 | $6,800 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CALIFORNIA STREET SUITE 2500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING FEES | ServiceTypeTxt |
| Compensation | $262,046 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,835,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,296,543 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $309,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,442,194 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,442,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $576,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,865,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,893,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,893,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,229 | TotalTaxAmt |
| Distributable Before Adj | $1,872,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $19,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,891,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,891,049 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,593,672 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,593,672 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,891,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,927,779 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,761,299 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,241,699 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,970,045 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,861,380 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,762,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,593,672 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,891,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,702,623 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,464,825 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,927,779 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,537,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,761,299 | ExcessFromYear4Amt |
| Excess From Year3 | $8,241,699 | ExcessFromYear3Amt |
| Excess From Year2 | $4,970,045 | ExcessFromYear2Amt |
| Excess From Year1 | $22,861,380 | ExcessFromYear1Amt |
| Excess From Current Year | $7,702,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBRO OSHER | ContributingManagerNm |
| Contributing Manager | BERNARD OSHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEANIE HIROKANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MARKET PLAZA STEUART TOWERSTE | AddressLine1Txt |
| Address Line2 | 1000 | AddressLine2Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156775927 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO REQUIRED FORMAT, HOWEVER, THE APPLICANT MUST SHOW FINANCIAL NEED AND INDICATE THAT THEY ARE A QUALIFIED NON-PROFIT ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PC | REENTRY SCHOLARSHIPS | $1,050,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 787137458 | NONE | PC | REENTRY SCHOLARSHIPS | $1,050,000 |
| UC MERCED FOUNDATION | |||||||
| 5200 NORTH LAKE RD | MERCD | CA | 95343 | NONE | PC | REENTRY SCHOLARSHIPS | $1,050,000 |
| BISMARCK STATE COLLEGE | |||||||
| PO BOX 5587 | BISMARCK | ND | 595065587 | NONE | PC | LIFELONG LEARNING INSTITUTES | $1,050,000 |
| DRAKE UNIVERSITY | |||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | NONE | PC | LIFELONG LEARNING INSTITUTES | $1,050,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET ROOM G-547 | EVANSTON | IL | 60208 | NONE | PC | OSHER NATIONAL CONFERENCE | $250,000 |
| REGENTS CAL PERFORMANCES | |||||||
| 1995 UNIVERSITY AVENUE SUITE 400 | BERKELEY | CA | 94704 | NONE | PC | ARTS AND HUMANITIES | $125,000 |
| UCSF COMMUNITY CARE | |||||||
| 1545 DIVISADERO STREET | SAN FRANCISCO | CA | 95114 | NONE | PC | INTEGRATIVE MEDICINE | $100,000 |
| UCSF FOUNDATION | |||||||
| LOCKBOX 45339 | SAN FRANCISCO | CA | 941450339 | NONE | PC | INTEGRATIVE MEDICINE | $100,000 |
| AMERICAN CONSERVATORY THEATRE | |||||||
| 415 GEARY ST | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $75,000 |
| OAKLAND MUSEUM OF CALIFORNIA | |||||||
| 1000 OAK STREET | OAKLAND | CA | 94607 | NONE | PC | ARTS AND HUMANITIES | $75,000 |
| ACADEMIC CONSORTIUM FOR INTEGRATIVE HEALTH MEDICINE AND HEALTH | |||||||
| 15875 BOONES FERRY ROAD | LAKE OSWEGO | OR | 97035 | NONE | PC | INTEGRATIVE MEDICINE | $75,000 |
| THE CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $75,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 5TH AVENUE | NEW YORK | NY | 10118 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| PHILHARMONIA BAROQUE ORCHESTRA | |||||||
| 414 MASON STREET SUITE 400 | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| ALCORN STATE UNIVERSITY | |||||||
| 1000 ASU DRIVE 810 | LORMAN | MS | 39096 | NONE | PC | REENTRY SCHOLARSHIPS | $50,000 |
| CHRONICLE SEASON OF SHARING FUND | |||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| CORPORATION OF THE FINE ARTS MUSEUMS | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| PRAIRIE VIEW A&M UNIVERSITY | |||||||
| PO BOX 519 MS 1200 | PRAIRIE VIEW | TX | 77446 | NONE | PC | REENTRY SCHOLARSHIPS | $50,000 |
| FLORIDA AGRICULTURAL AND MECHANICAL UNIVERSITY | |||||||
| 625 E TENNESSEE ST | TALLAHASSEE | FL | 32308 | NONE | PC | REENTRY SCHOLARSHIPS | $50,000 |
| CLARK ATLANTA UNIVERSITY | |||||||
| 223 JAMES P BRAWLEY DR SW | ATLANTA | GA | 30314 | NONE | PC | REENTRY SCHOLARSHIPS | $50,000 |
| CALIFORNIA FILM INSTITUTE | |||||||
| 1001 LOOTENS PLACE | SAN RAFAEL | CA | 94901 | NONE | PC | ARTS AND HUMANITIES | $50,000 |
| UNIVERSITY OF MISSOURI-ST LOUIS | |||||||
| 400 WOODS HALL ONE UNIVERSITY BLVD | ST LOUIS | MO | 63121 | NONE | PC | REENTRY SCHOLARSHIPS | $50,000 |
| NORTH CAROLINA A&T | |||||||
| 1601 E MARKET ST DOWDY BLDG STE 400 | GREENSBORO | NC | 27411 | NONE | PC | REENTRY SCHOLARSHIPS | $50,000 |
| SAN FRANCISCO PERFORMANCES | |||||||
| 500 SUTTER STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $42,500 |
| MARGARET JENKINS DANCE COMPANY | |||||||
| 3973 25TH STREET | SAN FRANCISCO | CA | 94114 | NONE | PC | ARTS AND HUMANITIES | $42,000 |
| ST VINCENT DE PAUL SOCIETY OF SAN FRANCISCO | |||||||
| 1175 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $38,000 |
| CITY ARTS AND LECTURES | |||||||
| 257 OAK STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $35,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3500 S FIGUEROA ST STE 102 | LOS ANGELES | CA | 90089 | NONE | PC | ARTS AND HUMANITIES | $35,000 |
| STERN GROVE FESTIVAL ASSOCIATION | |||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $35,000 |
| YERBA BUENA CENTER FOR THE ARTS | |||||||
| 701 MISSION STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | ARTS AND HUMANITIES | $30,000 |
| MUSEO ITALO AMERICANO | |||||||
| 2 MARINA BLVD | SAN FRANCISCO | CA | 94123 | NONE | PC | ARTS AND HUMANITIES | $30,000 |
| BAY AREA DISCOVERY MUSEUM | |||||||
| 557 MCREYNOLDS ROAD | SAUSALITO | CA | 949652614 | NONE | PC | ARTS AND HUMANITIES | $30,000 |
| UNIVERSITY OF NORTH TEXAS FOUNDATION | |||||||
| 1155 UNION CIRCLE 310560 | DENTON | TX | 762035017 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| SMUIN BALLET | |||||||
| 44 GOUGH STREET SUITE 103 | SAN FRANCISCO | CA | 941035423 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| MEROLA OPERA PROGRAM | |||||||
| 601 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| SAN FRANCISCO JAZZ ORGANIZATION | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| SAN FRANCISCO SHAKESPEARE FESTIVAL | |||||||
| PO BOX 460937 | SAN FRANCISCO | CA | 94146 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| UNIVERSITY SERVICES CENTER 300 | FORT COLLINS | CO | 80523 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||
| 3000 NORTHEAST 151ST STREET | NORTH MIAMI BEACH | FL | 33181 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| HAMPTON UNIVERSITY | |||||||
| 200 WILLIAM R HARVEY WAY | HAMPTON | VA | 23668 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 429 ALUMNI LANE | AMES | IA | 50011 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| BREAD & ROSES PRESENTS | |||||||
| 233 TAMALPAIS DRIVE | CORTE MADERA | CA | 94925 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| SIERRA COLLEGE FOUNDATION | |||||||
| 5100 SIERRA COLLEGE BLVD | ROCKLIN | CA | 95677 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| CONSERVATION SOCIETY OF CALIFORNIA DBA OAKLAND ZOO | |||||||
| 9777 GOLF LINKS ROAD | OAKLAND | CA | 94605 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| WEST VIRGINIA UNIVERSITY FOUNDATION | |||||||
| ONE WATERFRONT PLACE 7TH FLOOR | MORGANTOWN | WV | 26507 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF OKLAHOMA | |||||||
| 1700 ASP AVENUE | NORMAN | OK | 73072 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| ETC ENVIRONMENTAL TRAVELING COMPANION | |||||||
| 2 MARINA BLVD | SAN FRANCISCO | CA | 94123 | NONE | PC | ARTS AND HUMANITIES | $25,000 |
| UNIVERSITY OF TEXAS AT EL PASO | |||||||
| 500 WEST UNIVERSITY AVENUE | EL PASO | TX | 79902 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| RINGLING COLLEGE OF ART AND DESIGN INC | |||||||
| 2700 NORTH TAMIAMI TRAIL | SARASOTA | FL | 342345895 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| UNIVERSITY OF THE PACIFIC | |||||||
| 3601 PACIFIC AVENUE | STOCKTON | CA | 95211 | NONE | PC | LIFELONG LEARNING INSTITUTES | $25,000 |
| MAGIC THEATRE INC | |||||||
| FORT MASON CENTER LANDMARK BLDG D | SAN FRANCISCO | CA | 94123 | NONE | PC | ARTS AND HUMANITIES | $22,000 |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $20,000 |
| ALONZO KING LINES BALLET | |||||||
| 26 7TH STREET 5TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $18,500 |
| KALA ART INSTITUTE | |||||||
| 1060 HEINZ AVE | BERKELEY | CA | 94710 | NONE | PC | ARTS AND HUMANITIES | $18,000 |
| 826 VALENCIA | |||||||
| 826 VALENCIA ST | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $16,000 |
| ALAMEDA EMERGENCY FOOD | |||||||
| 650 W RANGER AVENUE | ALAMEDA | CA | 94501 | NONE | PC | ARTS AND HUMANITIES | $16,000 |
| SAN FRANCISCO PLAYHOUSE | |||||||
| 450 POST STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $15,000 |
| THE MARINE MAMMAL CENTER | |||||||
| 2000 BUNKER RD | SAUSALITO | CA | 94965 | NONE | PC | ARTS AND HUMANITIES | $15,000 |
| SAN FRANCISCO GIRLS CHORUS | |||||||
| 44 PAGE STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $15,000 |
| AURORA THEATRE COMPANY' | |||||||
| 2081 ADDISON ST | BERKELEY | CA | 94704 | NONE | PC | ARTS AND HUMANITIES | $15,000 |
| FELTON INSTITUTE | |||||||
| 1005 ATLANTIC AVE | ALAMEDA | CA | 94501 | NONE | PC | ARTS AND HUMANITIES | $15,000 |
| PACIFIC CHAMBER ORCHESTRA | |||||||
| 3614 BROOK STREET | LAFAYETTE | CA | 94549 | NONE | PC | ARTS AND HUMANITIES | $14,500 |
| SFCO | |||||||
| 601 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $14,000 |
| SAN FRANCISCO FILM SOCIETY | |||||||
| 455 NINTH STREET | SAN FRANCISCO | CA | 94404 | NONE | PC | ARTS AND HUMANITIES | $13,000 |
| HEADLANDS CENTER FOR THE ARTS | |||||||
| 944 FORT BARRY | SAUSALITO | CA | 94965 | NONE | PC | ARTS AND HUMANITIES | $13,000 |
| NEW PERFORMANCE TRADITIONS -PAUL DRESHER ENSEMBLE | |||||||
| 2253 POPLAR ST | OAKLAND | CA | 94607 | NONE | PC | ARTS AND HUMANITIES | $13,000 |
| CALIFORNIA JAZZ CONSERVATORY | |||||||
| 2087 ADDISON ST | BERKELEY | CA | 94104 | NONE | PC | ARTS AND HUMANITIES | $12,500 |
| BERKELEY SYMPHONY ORCHESTRA | |||||||
| 1942 UNIVERSITY AVE 207 | BERKELEY | CA | 94704 | NONE | PC | ARTS AND HUMANITIES | $12,000 |
| SEACOLOGY | |||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | NONE | PC | ARTS AND HUMANITIES | $12,000 |
| YERBA BUENA ARTS & EVENTS | |||||||
| 760 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $11,000 |
| YOUNG AUDIENCES OF NORTHERN CALIFORNIA | |||||||
| 57 POST STREET | SAN FRANCISCO | CA | 94523 | NONE | PC | ARTS AND HUMANITIES | $11,000 |
| MUSEUM OF THE AFRICAN DIASPORA | |||||||
| 685 MISSION STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| OLD FIRST CENTER FOR THE ARTS | |||||||
| 1751 SACRAMENTO STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| STAGEBRIDGE | |||||||
| 2501 HARRISON STREET | OAKLAND | CA | 94612 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| PLAYGROUND | |||||||
| 3286 ADELINE ST NO 8 | BERKELEY | CA | 947032485 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| KRONOS PERFORMING ARTS ASSOCIATION | |||||||
| 1242 NINTH AVENUE | SAN FRANCISCO | CA | 94122 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| PERFORMING ARTS WORKSHOP INC | |||||||
| 768 DELANO AVENUE | SAN FRANCISCO | CA | 94112 | NONE | PC | ARTS AND HUMANITIES | $10,000 |
| NOE VALLEY CHAMBER MUSIC | |||||||
| 1021 SANCHEZ STREET | SAN FRANCISCO | CA | 94114 | NONE | PC | ARTS AND HUMANITIES | $9,000 |
| POCKET OPERA | |||||||
| 469 BRYANT STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $9,000 |
| MILL VALLEY PHILHARMONIC | |||||||
| 775 EAST BLITHEDALE AVENUE | MILL VALLEY | CA | 94941 | NONE | PC | ARTS AND HUMANITIES | $8,500 |
| SAN FRANCISCO BOYS CHORUS | |||||||
| 333 HAYES STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $8,500 |
| CALIFORNIA SHAKESPEARE THEATER | |||||||
| 21 ORINDA WAY STE C | ORINDA | CA | 94563 | NONE | PC | ARTS AND HUMANITIES | $8,500 |
| SAN FRANCISCO CONTEMPORARY MUSIC PLAYERS | |||||||
| 3701 SACRAMENTO STREET 496 | SAN FRANCISCO | CA | 94118 | NONE | PC | ARTS AND HUMANITIES | $8,000 |
| OUTWARD BOUND CALIFORNIA | |||||||
| THE PRESIDIO - PO BOX 29632 | SAN FRANCISCO | CA | 94129 | NONE | PC | ARTS AND HUMANITIES | $8,000 |
| PIERRE MONTEUX MEMORIAL FOUNDATION | |||||||
| 13 CAPTAIN BILL ROAD | HANCOCK | ME | 04640 | NONE | PC | ARTS AND HUMANITIES | $8,000 |
| SAN FRANCISCO BOTANICAL GARDEN SOCIETY | |||||||
| 1199 9TH AVE | SAN FRANCISCO | CA | 94122 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| NEW CONSERVATORY THEATER CENTER | |||||||
| 25 VAN NESS AVENUE LOWER LEVEL | SAN FRANCISCO | CA | 94109 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| THE THREEPENNY REVIEW | |||||||
| 2163 VINE STREET | BERKELEY | CA | 94709 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| OTHER MINDS | |||||||
| 55 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| REGIONAL PARKS FOUNDATION | |||||||
| 2950 PERALTA OAKS COURT | OAKLAND | CA | 94605 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| JOE GOODE PERFORMANCE GROUP | |||||||
| 401 ALABAMA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $7,500 |
| FRIENDS OF THE OAKLAND PUBLIC LIBRARY | |||||||
| 721 WASHINGTON ST | OAKLAND | CA | 94607 | NONE | PC | ARTS AND HUMANITIES | $7,000 |
| PICKLEBERRY PIE INC | |||||||
| 7426 BARCLAY RD | CHELTENHAM | PA | 19012 | NONE | PC | ARTS AND HUMANITIES | $7,000 |
| CURIODYSSEY | |||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | NONE | PC | ARTS AND HUMANITIES | $6,500 |
| CHAMBER MUSIC SAN FRANCISCO | |||||||
| 1314 34TH AVENUE | SAN FRANCISCO | CA | 94122 | NONE | PC | ARTS AND HUMANITIES | $6,500 |
| CHILDREN'S BOOK PROJECT | |||||||
| 3433 21ST STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $6,500 |
| LITQUAKE FOUNDATION | |||||||
| 342 ROME ST | SAN FRANCISCO | CA | 94112 | NONE | PC | ARTS AND HUMANITIES | $6,500 |
| FREIGHT & SALVAGE | |||||||
| 2020 ADDISON STREET | BERKELEY | CA | 94704 | NONE | PC | ARTS AND HUMANITIES | $6,500 |
| NARRATIVE MAGAZINE | |||||||
| 2443 FILLMORE STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | ARTS AND HUMANITIES | $6,000 |
| PIEDMONT CHOIRS | |||||||
| 3629 GRAND AVENUE | OAKLAND | CA | 94610 | NONE | PC | ARTS AND HUMANITIES | $6,000 |
| SUNSET YOUTH ORCHESTRA | |||||||
| 2180 FUNSTON AVE | SAN FRANCISCO | CA | 94116 | NONE | PC | ARTS AND HUMANITIES | $6,000 |
| CAZADERO PERFORMING ARTS CAMP | |||||||
| 941 THE ALAMEDA SUITE 3 | BERKELEY | CA | 94707 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| SHOTGUN PLAYERS | |||||||
| 1901 ASHBY AVENUE | BERKELEY | CA | 94703 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| OAKLAND BALLET COMPANY | |||||||
| 2201 BROADWAY SUITE LL17 | OAKLAND | CA | 94612 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| WEST EDGE OPERA | |||||||
| 1700 SHATTUCK AVENUE 312 | BERKELEY | CA | 94709 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| SAN FRANCISCO MIME TROUPE | |||||||
| 855 TREAT AVENUE | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| WORLD ARTS WEST | |||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $5,500 |
| SAVE THE BAY | |||||||
| 560 14TH STREET | OAKLAND | CA | 94612 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| SAN FRANCISCO ARTS EDUCATION PROJECT | |||||||
| 1275 MINNESOTA STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| PLAYWRIGHTS FOUNDATION INC | |||||||
| 1616 16TH STREET SUITE 350 | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| PT REYES NATIONAL SEASHORE ASSOCIATION | |||||||
| 1 BEAR VALLEY ROAD BUILDING 70 | PT REYES STATION | CA | 94956 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| CALIFORNIA BACH SOCIETY | |||||||
| 1914 STAFFORD STREET | SANTA CLARA | CA | 95050 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| THEATRE FLAMENCO OF SAN FRANCISCO | |||||||
| 60 29TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| Z SPACE STUDIO | |||||||
| 499 ALABAMA ST APT 450 | SAN FRANCISCO | CA | 941102064 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| PENINSULA YOUTH ORCHESTRA | |||||||
| 990 INDUSTRIAL ROAD | SAN CARLOS | CA | 94070 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| CROWDED FIRE THEATER COMPANY | |||||||
| 1685 18TH STREET C101 ANNEX | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| DANCERS GROUP | |||||||
| 44 GOUGH STREET SUITE 201 | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 947041375 | NONE | PC | ARTS AND HUMANITIES | $5,000 |
| MUSEUM OF CRAFT AND DESIGN | |||||||
| 2569 3RD ST | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $4,500 |
| SAN FRANCISCO RENAISSANCE VOICES | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $4,000 |
| VOLTI | |||||||
| 1355 RHODE ISLAND STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | ARTS AND HUMANITIES | $4,000 |
| SAN FRANCISCO INTERNATIONAL ARTS FESTIVAL | |||||||
| 870 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $4,000 |
| LEFT COAST CHAMBER ENSEMBLE INC | |||||||
| 55 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $4,000 |
| EPIPHANY DANCE THEATER | |||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $3,500 |
| MUSIC IN SCHOOLS TODAY | |||||||
| 582 MARKET STREET | SAN JOSE | CA | 95113 | NONE | PC | ARTS AND HUMANITIES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,155,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASIAN ART MUSEUM | |||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $200,000 |
| COMMONWEALTH CLUB OF CALIFORNIA | |||||||
| 110 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | NONE | PC | ARTS AND HUMANITIES | $120,000 |
| SAN FRANCISCO SYMPHONY | |||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $115,000 |
| SFMOMA | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| BAMPFA | |||||||
| 2155 CENTER ST | BERKELEY | CA | 94720 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| CORPORATION OF THE FINE ARTS MUSEUMS | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| SAN FRANCISCO BALLET | |||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE WAY | SAN FRANCISCO | CA | 94118 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTS AND HUMANITIES | $100,000 |
| LET THE RIGHT ONE IN | |||||||
| 2025 ADDISON ST | BERKELEY | CA | 94704 | NONE | PC | ARTS AND HUMANITIES | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,110,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,932 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $607,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,039,140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,697,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,697,757 | 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 | $292,546 | Amt |
| Net Investment Income | $43,882 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $248,664 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FARALLON (FCOI II) | FMV | $189,439 | $189,439 |
| EI FUND IV | FMV | $48,604 | $48,604 |
| FIXED INCOME SECURITIES | FMV | $27,983,674 | $27,983,674 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,793 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,793 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIGHT OF USE ASSET | $0 | $2,111,917 | |
| SECURITY DEPOSIT | $0 | $153,884 | $153,884 |
| DUE FROM OSHER FAMILY OFFICE | $0 | $18,745 | $18,745 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS | $4,850,595 |
| PRIOR PERIOD ADJUSTMENT | $638 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PENALTY | $1,921 | $0 | $0 |
| INTEREST | $10 | $0 | $0 |
| MEALS AND ENTERTAINMENT | $484 | $0 | $484 |
| BANK CHARGES & FEES | $11,850 | $11,850 | $0 |
| OFFICE EXPENSE | $22,861 | $0 | $22,861 |
| DUES AND SUBSCRIPTIONS | $3,650 | $0 | $3,650 |
| BOARD EXPENSES | $400 | $0 | $400 |
| INFORMATION TECHNOLOGY | $169 | $0 | $169 |
| MOVING EXPENSES | $25,236 | $0 | $25,236 |
| PAYROLL SERVICE FEES | $4,644 | $0 | $4,644 |
| INSURANCE | $5,865 | $0 | $5,865 |
| OTHER TAXES | -$40,021 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LEASE OBLIGATION | $0 | $2,124,615 |
| FEDERAL EXCISE TAX PAYABLE | $40,021 | $6,873 |
| ACCRUED BENEFITS | $121,129 | $80,309 |
| ACCRUED RENT PAYABLE | $33,411 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL SERVICES | $26,271 | $0 | $26,271 |
| INVESTMENT MANAGEMENT FEES | $0 | $11,726 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $41,699 | $3,729 | $37,970 |
| FEDERAL EXCISE TAX | $14,855 | $0 | $0 |
| STATE TAXES | $515 | $0 | $515 |