SPRINGCREEK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SPRINGCREEK FOUNDATION (EIN 68-0344778)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349104631
- Schema version
- 2021v4.2
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:07:01-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454060696 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 Contra Costa Blvd | AddressLine1Txt |
| City | Pleasant Hill | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680344778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Springcreek Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Third Plateau Social Impact Strategi | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPRI | BusinessNameControlTxt |
| Phone | 5108414123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Avenue | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeanne LeMieur | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 5108414123 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jeanne | PersonFirstNm |
| Person Last | LeMieur | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CCA LLP | PreparerPersonNm |
| PTIN | P00587987 | PTIN |
| Phone | 9256852911 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,901,488 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $534 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $534 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,404 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,430 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,977 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,977 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$8,913 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $816,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,966,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,794,543 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,401 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$13,401 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $982,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,936,083 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,340 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $472,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $358,267 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,074 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,326 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,890 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $557,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $371,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $764,517 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $764,517 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,321,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $371,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $850,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$339,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,564,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $607,619 | CashBOYAmt |
| Cash EOY | $1,671,317 | CashEOYAmt |
| Cash EOYFMV | $1,671,317 | CashEOYFMVAmt |
| Acct Rcvbl | $107,901 | AcctRcvblAmt |
| Acct Rcvbl EOY | $107,901 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $107,901 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $26,698 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,764 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,764 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,363,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,363,831 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,223,212 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,741,675 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,741,675 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $107,565 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,965,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,901,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,901,488 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $75,967 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75,967 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,965,094 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,825,521 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,965,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,825,521 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,965,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,901,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,965,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$339,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,199,506 | OtherIncreasesAmt |
| Subtotal | $20,825,521 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,825,521 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 18 | 2018-07-19 | 2021-12-31 | $523,121 | $24,801 | $498,320 | $498,320 | |
| Cloudera Inc | 2012-12-31 | 2021-05-31 | $13,657 | $3,470 | $10,187 | $10,187 | |
| Sumo Logic Inc | 2019-05-01 | 2021-05-31 | $85,081 | $10,880 | $74,201 | $74,201 | |
| Airbnb Inc | 2010-04-30 | 2021-06-30 | $1,573,106 | $16,788 | $1,556,318 | $1,556,318 | |
| Coinbase Global Inc | 2017-08-03 | 2021-07-31 | $68,790 | $2,301 | $66,489 | $66,489 | |
| RSF SIF Note | 2010-09-30 | 2021-12-31 | $107,901 | $102,640 | $5,261 | $5,261 | P |
| TIAA CREF | 2021-04-30 | 2021-08-31 | $237,970 | $234,886 | $3,084 | $3,084 | |
| Global Fixed Income Fund 2013 | 2013-05-31 | 2021-04-30 | $5,139,422 | $4,358,567 | $780,855 | $780,855 | P |
| Credit Suisse Commodity RTRN Strat Instl FD | 2017-02-28 | 2021-04-30 | $292,549 | $417,330 | -$124,781 | -$124,781 | P |
| Capital Gains Dividends | $924,609 | $924,609 | $924,609 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,794,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,115 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,543 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $428 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.thespringcreekfoundation.org | WebsiteAddressTxt |
| Individual With Books | Third Plateau Social Impact Strateg | IndividualWithBooksNm |
| Phone | 5108414123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Avenue | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Maud-Alison Long | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | President/Director | 2.00 | $0 | $0 | $0 |
| Marlis Corning Jansen | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | V.P./Secretary/Treasurer | 2.00 | $0 | $0 | $0 |
| Dion Griffin | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Chief Financial Officer | 1.00 | $0 | $0 | $0 |
| Mark Grace | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Board Member | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Third Plateau Social Impact Strategies | |||||
| 127 University Avenue | Berkeley | CA | 94710 | Foundation management | $118,575 |
| Sonen Capital | |||||
| 456 Montgomery Street 400 | San Francisco | CA | 94104 | Investment management | $63,610 |
| 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 | $18,001,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $386,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,387,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,387,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,111,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $905,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $905,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,543 | TotalTaxAmt |
| Distributable Before Adj | $856,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $861,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $861,041 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $850,891 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $850,891 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $861,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $61,455 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $28,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $850,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $850,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,150 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,150 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $79,705 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $79,705 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $51,305 | ExcessFromYear3Amt |
| Excess From Year1 | $28,400 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (148 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350 Bay Area | ||||||||
| PO Box 18762 | Oakland | CA | 94619 | None | PC | General Support | $500 | |
| Amherst College Trustees | ||||||||
| PO Box 5000 | Amherst | MA | 01002 | None | PC | Annual Fund | $5,000 | |
| Asian Art Museum Foundation of SF | ||||||||
| 200 Larkin Street | San Francisco | CA | 94102 | None | PC | General Support | $1,000 | |
| Ballet Sun Valley | ||||||||
| PO Box 555 | Sun Valley | ID | 83353 | None | PC | General Support | $5,000 | |
| Bat Conservation International | ||||||||
| 500 North Capital of Texas HIghway | Austin | TX | 78746 | None | PC | General Support | $2,000 | Building 1 |
| Bemis Center for Contemporary Arts | ||||||||
| 724 S 12th Street | Omaha | NE | 68124 | None | PC | IHO Ree Kaneko | $1,000 | |
| Boise State Public Radio | ||||||||
| 1910 University Drive | Boise | ID | 83725 | None | PC | General Support | $2,500 | |
| Bolinas Museum | ||||||||
| 48 Wharf Road PO Box 450 | Bolinas | CA | 94924 | None | PC | General Support | $1,000 | |
| Boulder Mountain Clayworks | ||||||||
| PO Box 3725 | Ketchum | ID | 83340 | None | PC | General Support | $5,000 | |
| California Film Institute | ||||||||
| 1001 Lootens Place Suite 220 | San Rafael | CA | 94901 | None | PC | General Support | $5,500 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen and Dixon Long Professorship | $5,715 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen and Dixon Long Professorship | $5,715 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen and Dixon Long Professorship | $5,715 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen and Dixon Long Professorship | $5,715 | |
| Center for Biological Diversity | ||||||||
| PO Box 7109 | Tucson | AZ | 85702 | None | PC | Wildlife and Wild Places Defense Fund | $2,000 | |
| Chamber Music San Francisco | ||||||||
| 1314 34th Avenue | San Francisco | CA | 94122 | None | PC | General Support | $3,500 | |
| City of Ketchum | ||||||||
| PO Box 2315 | Ketchum | ID | 83340 | None | PC | Ketch'em Alive Summer Concert Series | $5,000 | |
| Cornell Lab of Ornithology | ||||||||
| 159 Sapsucker Woods Road | Ithaca | NY | 14850 | None | PC | General Support | $500 | |
| Corporation of the Fine Arts Museums | ||||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | None | PC | General Support | $2,500 | |
| Crissy Field Dog Group Inc | ||||||||
| PO Box 10726 | San Rafael | CA | 94912 | None | PC | General Support | $500 | |
| Eagle Hill Foundation of Massachusetts | ||||||||
| PO Box 116 | Hardwick | MA | 01037 | None | PC | Annual Giving Fund | $10,000 | |
| Farm to Pantry | ||||||||
| 331 1st Street | Healdsburg | CA | 94558 | None | PC | General Support | $1,000 | |
| Festival Napa Valley | ||||||||
| 1850 Soscol Avenue Suite 205 | Napa | CA | 94559 | None | PC | Leadership Circle | $5,500 | |
| Festival Napa Valley | ||||||||
| 1850 Soscol Avenue Suite 205 | Napa | CA | 94559 | None | PC | General Support | $5,500 | |
| Festival Napa Valley | ||||||||
| 1850 Soscol Avenue Suite 205 | Napa | CA | 94559 | None | PC | General Support | $3,000 | |
| Flourish Foundation | ||||||||
| PO Box 2429 | Ketchum | ID | 83340 | None | PC | General Support | $10,000 | |
| Foundation for Nation Progress | ||||||||
| PO Box 584 | San Francisco | CA | 83340 | None | PC | Support Mother Jones magazine | $500 | |
| Friends of Corte Madera Creek Watershed | ||||||||
| PO Box 415 | Larkspur | CA | 94977 | None | PC | General Support | $1,000 | |
| Friends of Corte Madera Creek Watershed | ||||||||
| PO Box 415 | Larkspur | CA | 94977 | None | PC | General Support | $107 | |
| Golden Gate National Parks Conservancy | ||||||||
| Fort Mason Building 201 | San Francisco | CA | 94123 | None | PC | General Support | $1,000 | |
| Grace Cathedral | ||||||||
| 1100 California Street | San Francisco | CA | 94108 | None | PC | General Support | $1,000 | |
| Hardin Jefferson Hunger Initiative | ||||||||
| 115 Hwy 90 East | China | TX | 77613 | None | PC | General Support | $2,000 | |
| Harvard Magazine Inc | ||||||||
| 7 Ware Street | Cambridge | MA | 02138 | None | PC | General Support | $500 | |
| Healdsburg Education Foundation | ||||||||
| PO Box 1668 | Healdsburg | CA | 95448 | None | PC | General Support | $5,000 | |
| Higher Ground | ||||||||
| PO Box 6791 | Ketchum | ID | 83340 | None | PC | General Support | $2,000 | |
| Idaho BaseCamp | ||||||||
| PO Box 183 | Ketchum | ID | 83340 | None | PC | General Support | $5,000 | |
| Idaho Conservation League | ||||||||
| PO Box 844 | Boise | ID | 83701 | None | PC | General Support | $1,000 | |
| Inquiring Systems Inc | ||||||||
| 101 Brookwood Avenue Suite 204 | Santa Rosa | CA | 95404 | None | PC | Soil Centric Project | $10,000 | |
| Inquiring Systems Inc | ||||||||
| 101 Brookwood Avenue Suite 204 | Santa Rosa | CA | 95404 | None | PC | Soil Centric Project | $1,000 | |
| Island Press | ||||||||
| 700 12th StreetNW Suite 700 PMB | Washington | DC | 20005 | None | PC | General Support | $500 | |
| KDFC Radio | ||||||||
| 200 Van Ness Suite 219 | San Francisco | CA | 94102 | None | PC | General Support | $500 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | PC | General Support | $1,000 | |
| KPFA | ||||||||
| 1929 Martin Luther King Jr Way | Berkeley | CA | 94704 | None | PC | General Support | $1,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $1,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $2,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $3,000 | |
| Marin Agricultural Land Trust | ||||||||
| PO Box 809 | Pt Reyes Station | CA | 94956 | None | PC | General Support | $1,000 | |
| Marin Audobon Society Incorporated | ||||||||
| PO Box 599 | Mill valley | CA | 94942 | None | PC | General Support | $2,000 | |
| Marin Audobon Society Incorporated | ||||||||
| PO Box 599 | Mill valley | CA | 94942 | None | PC | General Support | $500 | |
| Marin County Bicycle Coalition | ||||||||
| PO Box 1115 | Fairfax | CA | 94978 | None | PC | General Support | $1,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | PC | General Support | $5,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | PC | MMF Commissioning Club, IMO Millicent Tomkins | $500 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | PC | MMF Commissioning Club, IMO Millicent Tomkins | $5,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | PC | General Support | $5,000 | |
| National Parks and Conservation Association | ||||||||
| 777 6th Street | Washington | DC | 20001 | None | PC | General Support | $1,000 | |
| National Wildlife Federation | ||||||||
| 11100 Wildlife Center Drive | Reston | VA | 20190 | None | PC | General Support | $500 | |
| NatureBridge | ||||||||
| 1033 Fort Cronkhite | Sausalito | CA | 94965 | None | PC | General Support | $5,000 | |
| NatureBridge | ||||||||
| 1033 Fort Cronkhite | Sausalito | CA | 94965 | None | PC | General Support | $15,000 | |
| Neil Cummins Parent Teacher Organization | ||||||||
| 58 Mohawk Avenue | Corte Madera | CA | 94925 | None | PC | Corte Madera Neil Cummins Habitat Restoration Project | $1,000 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $977 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $977 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $977 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $977 | |
| New Venture Fund | ||||||||
| 1828 L Street NW Suite 300-A | Washington | DC | 20036 | None | PC | Voting Rights Lab | $2,000 | |
| NRDC | ||||||||
| 40 West 20th Street 11th Floor | New York | NY | 10011 | None | PC | General Support | $4,000 | |
| OPAL Community Land Trust | ||||||||
| 286 Enchanted Forest Road | Eastsound | WA | 98245 | None | PC | General Support | $4,000 | |
| Pacific Forest Trust Inc | ||||||||
| 1001-A OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $1,000 | |
| Pacific Forest Trust Inc | ||||||||
| 1001-A OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $5,000 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94540 | None | PC | General Support | $1,000 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94540 | None | PC | General Support | $500 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94540 | None | PC | General Support | $5,000 | |
| Point Blue Conservation Science | ||||||||
| 3820 Cypress Drive Suite 11 | Petaluma | CA | 94954 | None | PC | General Support | $2,000 | |
| Public Health Institute | ||||||||
| 555 12th Street 10th Floor | Oakland | CA | 94607 | None | PC | Roots of Change | $1,000 | |
| Radcliffe Institute for Advanced Study | ||||||||
| 10 Garden Street | Cambridge | MA | 02138 | None | PC | General Support | $1,000 | |
| Resource Renewal Institute | ||||||||
| 187 East Blithedale Avenue | Mill Valley | CA | 94941 | None | PC | General Support | $5,000 | |
| Saint Thomas Episcopal Church | ||||||||
| PO Box 1070 | Sun Valley | ID | 83353 | None | PC | St. Thomas Playhouse-General Support | $5,000 | |
| San Francisco Ballet Association | ||||||||
| 455 Franklin Street 3rd Floor | San Francisco | CA | 94102 | None | PC | General Support | $3,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | General Support | $2,000 | |
| San Francisco Opera Association | ||||||||
| 301 Van Ness | San Francisco | CA | 94102 | None | PC | General Support | $10,000 | |
| San Francisco Symphony | ||||||||
| 201 Van Ness Avenue | San Francisco | CA | 94102 | None | PC | General Support | $3,000 | |
| Sawtooth Botanical Garden Inc | ||||||||
| PO Box 928 | Ketchum | ID | 83340 | None | PC | General Support | $5,000 | |
| Sawtooth Society | ||||||||
| PO Box 820 | Hailey | ID | 83333 | None | PC | General Support | $5,000 | |
| SF-Marin Food Bank | ||||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | None | PC | General Support | $2,000 | |
| SF-Marin Food Bank | ||||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | None | PC | General Support-Matching Grant | $1,000 | |
| SF-Marin Food Bank | ||||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | None | PC | General Support-Matching Grant | $1,000 | |
| SheCan | ||||||||
| PO Box 876 | Mill Valley | CA | 94942 | None | PC | General Support | $2,000 | |
| Sheldrick Wildlife Trust USA | ||||||||
| 25283 Cabot Road Suite 101 | Laguna Hills | CA | 92653 | None | PC | General Support | $1,000 | |
| Spur Community Foundation | ||||||||
| PO Box 6184 | Ketchum | ID | 83340 | None | PC | Warm Springs Preserve Fund | $150,000 | |
| Sun Valley Community School | ||||||||
| POBox 2118 | Sun Valley | ID | 83353 | None | PC | General Support | $5,000 | |
| Sun Valley Culinary Institute | ||||||||
| PO Box 3088 | Sun Valley | ID | 83353 | None | PC | General Support | $10,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $15,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $2,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $20,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $20,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $20,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $20,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $500 | |
| Sun Valley Museum of Art | ||||||||
| PO Box 656 | Sun Valley | ID | 83353 | None | PC | General Support | $5,000 | |
| Sun Valley Museum of Art | ||||||||
| PO Box 656 | Sun Valley | ID | 83353 | None | PC | Platinum Guardian | $5,000 | |
| Sun Valley Museum of Art | ||||||||
| PO Box 656 | Sun Valley | ID | 83353 | None | PC | Wine Auction Vintners Dinner | $740 | |
| Syringa Mountain School | ||||||||
| 4021 Glenbrook Drive | Hailey | ID | 83333 | None | PC | General Support | $10,000 | |
| Tamalpais-Strawberry Preschools Inc | ||||||||
| PO Box 1012 | Mill Valley | CA | 94942 | None | PC | General Support | $10,000 | |
| Tamalpais-Strawberry Preschools Inc | ||||||||
| PO Box 1012 | Mill Valley | CA | 94942 | None | PC | General Support | $5,000 | |
| The Advocates | ||||||||
| PO Box 3216 | Hailey | ID | 83333 | None | PC | General Support | $5,000 | |
| The Argyros | ||||||||
| 120 Main Street South | Ketchum | ID | 08340 | None | PC | General Support | $5,000 | |
| The Conversation US | ||||||||
| 303 Wyman Street Suite 300 | Waltham | MA | 02451 | None | PC | General Support | $500 | |
| The Hunger Coalition | ||||||||
| 121 Honeysuckle Street | Bellevue | ID | 83313 | None | PC | General Support | $5,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $5,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $6,500 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $10,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $5,940 | |
| The MAVEN Project | ||||||||
| PO Box 156781 | San Francisco | CA | 94115 | None | PC | General Support | $1,000 | |
| The Philanthropy Workshop | ||||||||
| 220 Montgomery Street Suite 1611 | San Francisco | CA | 94105 | None | PC | Membership | $10,000 | |
| The Senior Connection | ||||||||
| PO Box 28 | Hailey | ID | 83333 | None | PC | General Support | $5,000 | |
| The Senior Connection | ||||||||
| PO Box 28 | Hailey | ID | 83333 | None | PC | General Support | $5,000 | |
| The Spot Sun Valley | ||||||||
| PO Box 4227 | Ketchum | ID | 83340 | None | PC | General Support | $5,000 | |
| The Spot Sun Valley | ||||||||
| PO Box 4227 | Ketchum | ID | 83340 | None | PC | General Support | $942 | |
| The Stone Age Institute | ||||||||
| PO Box 5097 | Bloomington | IN | 47407 | None | PC | General Support | $10,000 | |
| The Xerces Society | ||||||||
| PO Box 97387 | Washington | DC | 20090 | None | PC | General Support | $2,000 | |
| The Xerces Society | ||||||||
| PO Box 97387 | Washington | DC | 20090 | None | PC | General Support | $700 | |
| Trust for Public Land | ||||||||
| 101 Montgomery Street Suite 900 | San Francisco | CA | 94104 | None | PC | General Support | $1,000 | |
| Turtle Island Restoration Network | ||||||||
| PO Box 370 | Forest Knolls | CA | 94933 | None | PC | General Support | $2,000 | |
| UC Davis Foundation | ||||||||
| 150 Mark Hall One Shields Avenue | Davis | CA | 95616 | None | PC | Support the Honey and Pollination Center | $50,000 | |
| Valley of the Moon Music Festival | ||||||||
| PO Box 538 | Sonoma | CA | 95476 | None | PC | General Support | $5,000 | |
| Walnut Hills High School Alumni Fdn | ||||||||
| 3250 Victory Parkway | Cincinnati | OH | 45207 | None | PC | General Support | $1,000 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,080 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,080 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,080 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,080 | |
| Wild Farm Alliance | ||||||||
| PO Box 2570 | Watsonville | CA | 95077 | None | PC | General Support | $10,000 | |
| Wildcare | ||||||||
| 76 Albert Park Lane | San Rafael | CA | 94901 | None | PC | General Support | $2,000 | |
| Wildcare | ||||||||
| 76 Albert Park Lane | San Rafael | CA | 94901 | None | PC | Hungry Owl Project | $1,000 | |
| Wildcare | ||||||||
| 76 Albert Park Lane | San Rafael | CA | 94901 | None | PC | General Support | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | MaraCet Research Organization | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Elephant Crisis Fund | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Grevy's Zebra Trust | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Ewaso Lion Project | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Ewaso Lion Project | $1,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Elephant Crisis Fund | $1,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Grevy's Zebra Trust | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | CA Wildlife Conservation Program | $5,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Ewaso Lion Project | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Grevy's Zebra Trust | $1,000 | |
| Wood River Women's Charitable Foundation | ||||||||
| PO Box 3686 | Ketchum | ID | 83340 | None | PC | General Support | $1,100 | |
| Woodside Priory School | ||||||||
| 302 Portola Road | Portola Valley | CA | 94028 | None | PC | General Support | $5,000 | |
| Woodside Priory School | ||||||||
| 302 Portola Road | Portola Valley | CA | 94028 | None | PC | General Support | $6,400 | |
| Working Dogs for Conservation | ||||||||
| PO Box 280 | Boxeman | MT | 59771 | None | PC | General Support | $1,000 | |
| World Wildlife Fund Inc | ||||||||
| 1250 24th St NW | Washington | DC | 20037 | None | PC | General Support | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $764,517 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $534 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,873 | ExclusionAmt |
| Related Or Exempt Function Incm | $17,531 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$8,913 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $816,034 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Recovered Grants | 900099 | $5,000 | ||
| Other K-1 Income | 900099 | 14 | -$13,401 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,913 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $958,040 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,531 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $971,658 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | Refunded grant | RelationshipStatementTxt |
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 and auditing | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Access Capital Community Investment | $919,164 | $919,164 |
| TIAA-CREF Corre Impact Bond-Institutional | $2,173,359 | $2,173,359 |
| Brandywine | $2,270,049 | $2,270,049 |
| Birch Creek Credit Value Fund | $264,555 | $264,555 |
| MEARF | $118,604 | $118,604 |
| Fairview EM Fund | $618,100 | $618,100 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Ecosystem Investment Partnership II LP | FMV | $39,801 | $39,801 |
| Global Public Equity Fund 2013 | FMV | $4,882,751 | $4,882,751 |
| Lyme Forest Fund III TE, LP | FMV | $49,454 | $49,454 |
| Sonen Global Multi Strategy Fund | FMV | $1,884,727 | $1,884,727 |
| Sonen Global Sustainable Real Assets Fund | FMV | $710,333 | $710,333 |
| Springcreek Hedge Fund II, L.P. | FMV | $2,859 | $2,859 |
| Springcreek Priv. Equity FOF 2007, L.P. | FMV | $129,607 | $129,607 |
| Springcreek Private Equity Fund | FMV | $17,957 | $17,957 |
| Springcreek Venture I, L.P. | FMV | $225,733 | $225,733 |
| Springcreek Venture IV, L.P. | FMV | $161,390 | $161,390 |
| WHC Venture 2009-1 (Greylock Ptrs XII) | FMV | $889,975 | $889,975 |
| WHC Venture 2013 LP | FMV | $2,386,147 | $2,386,147 |
| WHC Venture 2016 LP | FMV | $980,767 | $980,767 |
| WHC Venture 2020 LP | FMV | $380,174 | $380,174 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal expenses | CategoryTxt |
| Legal Fees | $3,340 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RSF Investment | Desc |
| BOY Book Value | $107,565 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Miscellaneous expenses | $7,436 | $0 | $3,000 |
| K-1 Rental Loss | $10,890 | $10,890 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Recovered Grants | $5,000 | $5,000 | |
| Other K-1 Income | -$13,401 | -$13,401 | -$13,401 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized gains on investments | $3,125,731 |
| PY adjustment to FMV | $73,775 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred tax liability | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $75,967 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other professional services | $119,415 | $41,501 | $77,074 |
| Other investment expense | $353,263 | $316,766 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax on investment income | CategoryTxt |
| Amt | $53,766 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |