STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

TARA HEALTH FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TARA HEALTH FOUNDATION (EIN 46-5645300)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-09
IRS object ID
202333139349101413
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-09T10:47:34-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941341042PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANK RIMERMAN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 PAGE MILL ROADAddressLine1Txt
CityPALO ALTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94304ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465645300EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TARA HEALTH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTARABusinessNameControlTxt
Phone4155479025PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 KEARNY STREET 600AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUTH SHABERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4155479025PhoneNum
Signature2023-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRUTHPersonFirstNm
Person LastSHABERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN VALLADAOPreparerPersonNm
PTINP00534214PTIN
Phone6508458100PhoneNum
Preparation2023-11-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$58,635,185FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,660,512DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,660,512DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$344,774NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,171,821GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$384,147CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$165,796OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,171,082TotalRevAndExpnssAmt
Total Net Invst Incm$2,044,659TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$114,274CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$114,274CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,043,408OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$705,370OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,495LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,198LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$40,335AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,673,321OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,441,907OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$47,123InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Occupancy Rev And Expnss$68,412OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$46,599OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$64,581TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$64,581TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$480,932OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$380,338OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$75,473OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,542,881TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$380,338TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,452,402TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,870,802ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,026,460ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,413,683TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$380,338TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,478,862TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,242,601ExcessRevenueOverExpensesAmt
Net Investment Income$1,664,321NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$445,769SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,752,224SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,752,224SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$506,919AcctRcvblBOYAmt
Other Nts And Loans Rcvbl$5,555,990OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$4,241,008OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$5,555,990OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$5,555,990OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$41,639PrepaidExpensesBOYAmt
Prepaid Expenses EOY$27,155PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$27,155PrepaidExpensesEOYFMVAmt
Other Investments BOY$72,681,654OtherInvestmentsBOYAmt
Other Investments EOY$51,186,847OtherInvestmentsEOYAmt
Other Investments EOYFMV$51,186,847OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$15,642LandBldgEquipCostOrOtherBssAmt
Land BOY$12,952LandBOYAmt
Land EOY$15,642LandEOYAmt
Land EOYFMV$15,642LandEOYFMVAmt
Other Assets BOY$101,243OtherAssetsBOYAmt
Other Assets EOY$97,327OtherAssetsEOYAmt
Other Assets EOYFMV$97,327OtherAssetsEOYFMVAmt
Total Assets BOY$78,031,184TotalAssetsBOYAmt
Total Assets EOY$58,635,185TotalAssetsEOYAmt
Total Assets EOYFMV$58,635,185TotalAssetsEOYFMVAmt
Accounts Payable BOY$108,058AccountsPayableBOYAmt
Accounts Payable EOY$294,070AccountsPayableEOYAmt
Grants Payable BOY$5,387,050GrantsPayableBOYAmt
Grants Payable EOY$14,231,392GrantsPayableEOYAmt
Other Liabilities BOY$377,333OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,533,378OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,872,441TotalLiabilitiesBOYAmt
Total Liabilities EOY$21,058,840TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$72,158,743RetainedEarningBOYAmt
Retained Earning EOY$37,576,345RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$72,158,743TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,576,345TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$78,031,184TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$58,635,185TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$72,158,743TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,242,601ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$50,916,142SubtotalAmt
Other Decreases$13,339,797OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,576,345TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ML #02041 - PUBLICLY TRADED SECURITIESP2022-03-16$734,302$770,201-$35,899-$35,899
ML #02041 - PUBLICLY TRADED SECURITIESP2018-08-14$3,454,457$3,601,903-$147,446-$147,446
ML #02041 - PUBLICLY TRADED SECURITIESP2021-01-08$70,557$70,557$0$0
ML #02041 - PUBLICLY TRADED SECURITIESP2022-08-22$94,874$97,270-$2,396-$2,396
ML #02041 - PUBLICLY TRADED SECURITIESP2018-07-19$86,409$91,554-$5,145-$5,145
ML #02214 - PUBLICLY TRADED SECURITIESP2022-02-15$547,755$582,052-$34,297-$34,297
ML #02214 - PUBLICLY TRADED SECURITIESP2021-12-15$5,516,898$5,439,985$76,913$76,913
ML #02256 - PUBLICLY TRADED SECURITIESP2018-06-20$608,395$590,017$18,378$18,378
ML #02256 - PUBLICLY TRADED SECURITIESP2022-06-24$2,058,174$1,541,769$516,405$516,405
NEW WAVE US IMPACT FUND IP2021-09-23$2,366-$2,366-$2,366
BOOK/TAX DIFFERENCE CAPITAL GAINSP2021-01-01$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$384,147CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,134InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$23,134SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$23,134TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$40,320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$40,320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$17,186OverpaymentAmt
Applied To ES Tax$17,186AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://WWW.TARAHEALTHFOUNDATION.ORG/WebsiteAddressTxt
Individual With BooksFAMILY PHILANTHROPY ADVISORSIndividualWithBooksNm
Phone6123778400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11818 OLIVER AVENUE SOUTHAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUTH SHABER
C/O 47 KEARNY STREET 600SAN FRANCISCOCA94108BOARD CHAIR40.00$16,774$0$0
KIMBERLY SEALS ALLERS
C/O 47 KEARNY STREET 600SAN FRANCISCOCA94108SECRETARY2.00$20,000$0$0
ELLEN FRIEDMAN
C/O 47 KEARNY STREET 600SAN FRANCISCOCA94108TREASURER2.00$20,000$0$0
RIVKA GORDON
C/O 47 KEARNY STREET 600SAN FRANCISCOCA94108BOARD MEMBER2.00$17,500$0$0
RACHEL ROBASCIOTTI
C/O 47 KEARNY STREET 600SAN FRANCISCOCA94108BOARD MEMBER2.00$20,000$0$0
MICHAEL PENN
C/O 47 KEARNY STREET 600SAN FRANCISCOCA94108BOARD MEMBER2.00$20,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ELISE BELUSA
47 KEARNY STREET 600SAN FRANCISCOCA94108STRATEGY OFFICER40.00$217,459$0$0
CHING JUNG KUO
47 KEARNY STREET 600SAN FRANCISCOCA94108EMPLOYEE40.00$195,040$0$0
PATRICIA FERNANDEZ PINEROS
47 KEARNY STREET 600SAN FRANCISCOCA94108EMPLOYEE40.00$152,144$0$0
TENESHA DUNCAN
47 KEARNY STREET 600SAN FRANCISCOCA94108EMPLOYEE40.00$145,973$0$0
TIMOTHY LOUI
47 KEARNY STREET 600SAN FRANCISCOCA94108EMPLOYEE40.00$110,000$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k1OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
KEECHA HARRIS AND ASSOCIATES
1061 LAKEVEIW CRESBIRMINGHAMAL35205STRATEGIC STRATEGY CONSULTING$640,610
FAMILY PHILANTHROPY ADVISORS INC
1818 OLIVER AVENUE SOUTHMINNEAPOLISMN55405OPERATIONS, ADMINISTRATION AND COMPLIANCE CONSULTING$204,000
MCPHERSON STRATEGIES LLC
199 STATE STREET PHABROOKLYNNY11201ADVISORY, COMMUNICATIONS AND CORPORATE OUTREACH CONSULTING$155,000
EQUITY LABS LLC
3601 CLARK LANE 402BALTIMOREMD21215RACIAL EQUITY INVESTING CONSULTING$85,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$61,608,789AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$701,879AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$62,310,668TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$62,310,668AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$934,660CashDeemedCharitableAmt
Net Vl Noncharitable Assets$61,376,008NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,068,800MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,068,800MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,134TaxBasedOnInvestmentIncomeAmt
Total Tax$23,134TotalTaxAmt
Distributable Before Adj$3,045,666DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,045,666DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,045,666DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,478,862ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,478,862QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,045,666DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,759,582ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,973,047ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,281,851ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,160,256ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,176,164ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,350,900TotalExcessDistributionCyovAmt
Qualifying Distributions$13,478,862QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,045,666AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,433,196RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$33,784,096TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,759,582ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,024,514ExcessDistriCyovToNextYrAmt
Excess From Year4$3,973,047ExcessFromYear4Amt
Excess From Year3$5,281,851ExcessFromYear3Amt
Excess From Year2$6,160,256ExcessFromYear2Amt
Excess From Year1$6,176,164ExcessFromYear1Amt
Excess From Current Year$10,433,196ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRUTH SHABERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
NARRATIVE NATION INC
48 LONGSHORE STBAY SHORENY11706NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$100,000
WOMEN'S INSTITUTE FOR SCIENCE EQUITY & RACE
9291 LAUREL GROVE ROAD SUITE 92MECHANICSVLLEVA23116NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$30,000
9TO5 NATIONAL ASSOCIATION OF WORKING WOMEN
207 E BUFFALO ST STE 211MILWAUKEEWI53202NONE501(C)(3)9TO5 COLORADO'S THREE-YEAR CAMPAIGN TO ADVOCATE, DEFEND AND ORGANIZE FOR THE EQUITABLE AND ACCESSIBLE IMPLEMENTATION OF COLORADO'S PROPOSITION 118 BALLOT INITIATIVE.$75,000
9TO5 NATIONAL ASSOCIATION OF WORKING WOMEN
207 E BUFFALO ST STE 211MILWAUKEEWI53202NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$100,000
9TO5 NATIONAL ASSOCIATION OF WORKING WOMEN
207 E BUFFALO ST STE 211MILWAUKEEWI53202NONE501(C)(3)CONVENING FOR EXECUTIVE DIRECTORS OF STATE-BASED GRASSROOTS ORGANIZING GROUPS TO STRATEGIZE AND DEVELOP COLLECTIVE WORK AS IT RELATES TO PAID LEAVE, REPRODUCTIVE JUSTICE, CHILDCARE AND ECONOMIC JUSTICE.$17,000
ABORTION CARE NETWORK
1300 I ST NW STE 400EWASHINGTONDC20005NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$100,000
ACCESS REPRODUCTIVE JUSTICE
PO BOX 3609OAKLANDCA94609NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
ALAMEDA HEALTH SYSTEM FOUNDATION
350 FRANK H OGAWA PLZ STE 900OAKLANDCA94612NONE501(C)(3)BELOVEDBIRTH BLACK CENTERING$100,000
ALLIANCE FOR MEDIA ARTS CULTURE
1919 SOUTH SYRINGA ROADSPOKANEWA992033463NONE501(C)(3)BOARD DISCRETIONARY - ACTS OF REPARATIONS FILM PROJECT$5,000
AMALGAMATED FOUNDATION
1825 K STREET NWWASHINGTONDC20006NONE501(C)(3)ABORTION MOVEMENT FUND$500,000
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREETNEW YORKNY10004NONE501(C)(3)4-YEAR PILOT FOR DEVELOPING STATE LEVEL CORPORATE ENGAGEMENT STRATEGIES FOCUSED ON REPRODUCTIVE FREEDOM, GENDER JUSTICE, VOTING RIGHTS, RACIAL JUSTICE AND OTHER INTERSECTIONAL ISSUES$200,000
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREETNEW YORKNY10004NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$10,000
APIARY FOR PRACTICAL SUPPORT
99 WALL STREET 1279NEW YORKNY10005NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$200,000
AS YOU SOW
C/O MAIN POST OFFICE PO BOX 751BERKELEYCA94701NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$25,000
ASIAN AMERICAN JOURNALISTS ASSOCIATION
228 VALLEY GLEN LANEMARTINEZCA94553NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
ATLANTA DOULA COLLECTIVE
1245 GRINDENWALD DRIVEJONESBOROGA302388022NONE501(C)(3)BOARD DISCRETIONARY - NATIONAL BLACK DOULA ASSOCIATION$5,000
BABY 1ST NETWORK
5117 FRENCHMEN STNEW ORLEANSLA70122NONE501(C)(3)SISTA MIDWIFE PRODUCTIONS$5,000
BEND THE ARC
330 7TH AVE SUITE 7900NEW YORKNY10001NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
BIRTH DETROIT
16919 PRAIRIE STDETROITMI48221NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
BLACK WOMEN'S BLUEPRINT
PO BOX 24713BROOKLYNNY11201NONE501(C)(3)DECOLONIZING MIDWIFERY CONVENING - SUPPORT EVENT COSTS AS WELL AS TRAVEL EXPENSES AND ATTENDANCE FEES FOR MIDWIVES AND DOULAS$50,000
BOSTON MEDICAL CENTER CORPORATION
85 E CONCORD STREET ROOM 2212BOSTONMA02118NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
BREATH OF MY HEART BIRTHPLACE
905 CALLE ARMADAESPAOLANM87532NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
BRIGID ALLIANCE
PO BOX 58NEW YORKNY10024NONE501(C)(3)FEASIBILITY STUDY FOR MERGER BETWEEN BRIGID ALLIANCE AND THE MIDWEST ACCESS COALITION$200,000
BRIGID ALLIANCE
PO BOX 58NEW YORKNY10024NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
BRIGID ALLIANCE
PO BOX 58NEW YORKNY10024NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$75,000
BUSINESS SOCIAL RESPONSIBILITY
220 MONTGOMERY ST STE 1700SAN FRANCISCOCA94104NONE501(C)(3)TO CREATE A SOCIAL JUSTICE LEARNING SERIES FOR CORPORATE LEADERS ON CRITICAL ADVOCACY TOPICS RELATED TO GENDER AND RACIAL JUSTICE.$50,000
BUSINESS SOCIAL RESPONSIBILITY
220 MONTGOMERY ST STE 1700SAN FRANCISCOCA94104NONE501(C)(3)CORPORATE ENGAGEMENT ANCHOR ORGANIZATION$1,000,000
CALIFORNIA BREASTFEEDING COALITION
510 BEAUMONT AVEPACIFIC GROVECA93950NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
CARY CHRISTIAN CENTER
PO BOX 57CARYMS39054NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
CENTER FOR PUBLIC INTEGRITY
910 17TH STREET NW SUITE 1030WASHINGTONDC20006NONE501(C)(3)HALF-DAY VIRTUAL WORKSHOP AND RESOURCE GUIDE FOR NEWSROOM MANAGERS AND JOURNALISTS.$35,000
CHICAGO ABORTION FUND
333 W NORTH AVENUE STE 267CHICAGOIL60610NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
CHICAGO MEDIA PROJECT
301 W GRAND AVE 170CHICAGOIL60654NONE501(C)(3)BOARD DISCRETIONARY - WOMEN'S DOC LLC$25,000
CHOICES MEMPHIS CENTER FOR REPRODUCTIVE HEALTH
1203 POPLAR AVENUEMEMPHISTN38104NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$20,000
COLOR OF CHANGE
1714 FRANKLIN ST STE 100 136OAKLANDCA94612NONE501(C)(3)COPORATE ACCOUNTABILIT WORK$100,000
COMMONSENSE CHILDBIRTH
213 S DILLARD STREET SUITE 340WINTER GARDENFL34787NONE501(C)(3)NATIONAL PERINATAL TASK FORCE$200,000
COMMUNITY CATALYST
ONE FEDERAL STREET 5TH FLOORBOSTONMA02110NONE501(C)(3)CONFRONTING RELIGIOUS HEALTH RESTRICTIONS: CREATING A LONG-TERM CHANGE AGENDA.$150,000
COMMUNITY INITIATIVES
1600 BRYANT ST UNIT 411447SAN FRANCISCOCA94141NONE501(C)(3)RADICAL MONARCHS$5,000
CRITERION INSTITUTE
81 CHURCH HILL RDHADDAMCT06438NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
DESIGNING JUSTICE DESIGNING SPACES
490 43RD STREET 68OAKLANDCA94609NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
EARTHJUSTICE
50 CALIFORNIA ST STE 500SAN FRANCISCOCA94111NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
ELEPHANT CIRCLE
3218 VALLEJO STREETDENVERCO80211NONE501(C)(3)MIDWIFERY FUNDERS GROUP$25,000
FAITH CRUSADE MINISTRIES
17 MILDRED STMONTGOMERYAL36104NONE501(C)(3)THE MORE UP CAMPUS$50,000
FISCAL SPONSORSHIP ALLIES (CHARITABLE ALLIES)
150 4TH STREET APT 721OAKLANDCA94607NONE501(C)(3)BIRTHING CULTURAL RIGOR$180,000
GIRLS WHO CODE
1250 BROADWAY 17TH FLOORNEW YORKNY10001NONE501(C)(3)MOMS FIRST$50,000
GROUNDSWELL FUND
548 MARKET STREET 49734SAN FRANCISCOCA94104NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$25,000
HIGHLANDER RESEARCH AND EDUCATION CENTER
PO BOX 16109JACKSON MSMS39236NONE501(C)(3)PEOPLE'S ADVOCACY INSTITUTE$25,000
HOPEWELL FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036NONE501(C)(3)CONTRACEPTIVE ACCESS INITIATIVE$50,000
HOPEWELL FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036NONE501(C)(3)BOARD DISCRETIONARY -GALVANIZE USA$5,000
IF WHEN HOW LAWYERING FOR REPRODUCTIVE JUSTICE
1714 FRANKLIN ST STE 100-393OAKLANDCA94612NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$20,000
IMPACTPHL
4801 S BROAD ST STE 200 BUILDING 10PHILADELPHIAPA19112NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$10,000
INNOVATE WORK LAB
77 SANDS STREET 6TH FLOORBROOKLYNNY11201NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$300,000
INSTITUTE FOR WOMEN'S POLICY RESEARCH
1200 18TH ST NW STE 301WASHINGTONDC20036NONE501(C)(3)PROJECT USING RESEARCH AND POLICY ACTION TO ADVANCE REPRODUCTIVE HEALTH ACCESS AND WOMEN'S ECONOMIC SECURITY IN THE STATES AND DEVELOPING TARGETED MESSAGING.$100,000
JOBS WITH JUSTICE
1500 CONNECTICUT AVE NW STE 200WASHINGTONDC20036NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$100,000
JOBS WITH JUSTICE
1500 CONNECTICUT AVE NW STE 200WASHINGTONDC20036NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$100,000
JUST CAPITAL
44 E 30TH ST 11TH FLOOR NY NY 10016NEW YORKNY10016NONE501(C)(3)BUILDING CONNECTIONS BETWEEN JUST CAPITAL'S DATA AND RESOURCES WITH THE ADVOCACY ORGANIZATIONS$30,000
KENTUCKY HEALTH JUSTICE NETWORK
PO BOX 4761LOUISVILLEKY40204NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$25,000
KIMBRITIVE
2746 BELMONT AVENUE APT 414PHILADELPHIAPA19131NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
MCE SOCIAL CAPITAL
5758 GEARY BLVD 261SAN FRANCISCOCA94121NONE501(C)(3)PROGRAM SUPPORT$17,760
MIDWEST ACCESS COALITION
PO BOX 408363CHICAGOIL60640NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
MOMENTUM PARK
2484 AMARYL DRIVESAN JOSECA95132NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$30,000
MOVEMENT STRATEGY CENTER
870 MARKET ST SUITE 1275SAN FRANCISCOCA94102NONE501(C)(3)ADASINA SOCIAL CAPITAL$100,000
MOVEMENT STRATEGY CENTER
436 14TH STREET SUITE 425OAKLANDCA94612NONE501(C)(3)BOARD DISCRETIONARY - MOVEMENT STRATEGY CENTER$30,000
MOVEMENT STRATEGY CENTER
436 14TH STREET SUITE 425OAKLANDCA94612NONE501(C)(3)ORCHID CAPITAL$620,000
NARAL PRO-CHOICE AMERICA FOUNDATION
1725 EYE STREET NW SUITE 900WASHINGTONDC20006NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$20,000
NATIONAL ASSOCIATION TO ADVANCE BLACK BIRTH
5614 CONNECTICUT AVE NW 367WASHINGTONDC20015NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
NATIONAL COUNCIL OF JEWISH WOMEN
2055 L ST NW SUITE 650WASHINGTONDC20036NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
NATIONAL NETWORK OF ABORTION FUNDS
PO BOX 570132ATLANTAGA30357NONE501(C)(3)ACCESS REPRODUCTIVE CARE - SOUTHEAST$25,000
NATIONAL NETWORK OF ABORTION FUNDS
PO BOX 570132ATLANTAGA30357NONE501(C)(3)ACCESS REPRODUCTIVE CARE - SOUTHEAST$30,000
NATIONAL NETWORK OF ABORTION FUNDS
9450 SW GEMINI DRBEAVERTONOR97008NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$7,500
NATIONAL PARTNERSHIP FOR WOMEN AND FAMILIES
1725 EYE STREET NW SUITE 950WASHINGTONDC20006NONE501(C)(3)GENERATING ONRAMPS FOR FEDERAL ADVOCACY BY BUSINESS ON GENDER EQUITY.$75,000
NEIGHBORHOOD FUNDERS GROUP (NFG)
548 MARKET STREET 96531SAN FRANCISCOCA941045401NONE501(C)(3)LABOR INNOVATIONS FOR THE 21ST CENTURY FUND$75,000
NEIGHBORHOOD FUNDERS GROUP (NFG)
548 MARKET STREET 96531SAN FRANCISCOCA941045401NONE501(C)(3)LABOR INNOVATIONS FOR THE 21ST CENTURY FUND$75,000
NEO PHILANTHROPY
45 W 36TH STREET 6TH FLOORNEW YORKNY10018NONE501(C)(3)PATIENT FORWARD INITIATIVE$82,500
NEO PHILANTHROPY INC
45 W 36TH STREET 6TH FLOORNEW YORKNY10018NONE501(C)(3)NATIONAL BLACK WORKER CENTER$100,000
NEO PHILANTHROPY INC
45 W 36TH STREET 6TH FLOORNEW YORKNY10018NONE501(C)(3)NATIONAL BLACK WORKER CENTER$100,000
NEO PHILANTHROPY INC
45 W 36TH STREET 6TH FLOORNEW YORKNY10018NONE501(C)(3)PATIENT FORWARD INITIATIVE$167,500
NEO PHILANTHROPY INC
45 W 36TH STREET 6TH FLOORNEW YORKNY10018NONE501(C)(3)WE TESTIFY$250,000
ONE FAIR WAGE
45 MT AUBURN STCAMBRIDGEMA02138NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$100,000
OSHUN FAMILY CENTER
PO BOX 5116PHILADELPHIAPA19141NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
PARTNERS IN ABORTION CARE
7305 BALTIMORE AVE SUITE 107COLLEGE PARKMD20740NONE501(C)(3)SUPPORT THE CHARITABLE PURPOSES OUTLINED IN YOUR PROPOSAL FOR THE START-UP COSTS OF THE PARTNERS IN ABORTION CARE CLINIC$300,000
PHILANTHROPIC VENTURES FOUNDATION
311 W 127TH ST APT 309311 W 127THNEW YORKNY10027NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED - BIRTH QUEEN$5,000ST APT 309
PLANNED PARENTHOOD OF METROPOLITAN WASHINGTON DC
1225 4TH NE STWASHINGTONDC20002NONE501(C)(3)STAFF DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$1,000
PLANNED PARENTHOOD SOUTH ATLANTIC STATES
100 SOUTH BOYLAN AVERALEIGHNC27603NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$10,000
PLANNED PARENTHOOD SOUTH ATLANTIC STATES
100 SOUTH BOYLAN AVERALEIGHNC27603NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$7,500
PROTEUS FUND
15 RESEARCH DRIVE SUITE BAMHERSTMA10020NONE501(C)(3)THIRD WAVE FUND$100,000
PROTEUS FUND
15 RESEARCH DRIVE SUITE BAMHERSTMA10020NONE501(C)(3)THIRD WAVE FUND$125,000
RESIST INC
PO BOX 301240BOSTONMA02130NONE501(C)(3)BIRTH CENTER EQUITY$300,000
RHIA VENTURES
47 KEARNY ST STE 600SAN FRANCISCOCA94108NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$500,000
RHIA VENTURES
47 KEARNY ST STE 600SAN FRANCISCOCA94108NONE501(C)(3)PROVIDE SUPPORT OF PHASES ONE AND TWO OF THEIR 2018 PROPOSAL$500,000
RHIA VENTURES
47 KEARNY ST STE 600SAN FRANCISCOCA94108NONE501(C)(3)PROVIDE SUPPORT OF PHASES ONE AND TWO OF THEIR 2018 PROPOSAL$500,000
ROCKWOOD LEADERSHIP INSTITUTE
1212 BROADWAY SUITE 700OAKLANDCA94612NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
SHADES OF BLUE PROJECT
1222 IMPERIAL BEND DRHOUSTONTX77073NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
SISTERSONG
1237 RALPH D ABERNATHY BLVD SWATLANTAGA30310NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
SPRINGBOARD TO OPPORTUNITIES
854 N JEFFERSON STJACKSONMS39202NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$75,000
SWEET SMILE FOUNDATION
16216 SILVERLEAF DRSAN LORENZOCA94580NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
TAMPA BAY ABORTION FUND
690 MAIN ST NUMBER 27SAFETY HARBORFL34695NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$25,000
TEEN HEALTH MISSISSIPPI
125 S CONGRESS ST STE 1330JACKSONMS39201NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
THE KNIGHTS & ORCHIDS SOCIETY
17 BROAD STSELMAAL36701NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$100,000
THE PHILANTHROPY WORKSHOP
100 BROADWAY 17TH FLOORNEW YORKNY10005NONE501(C)(3)BOARD DISCRETIONARY - THE PHILANTHROPY WORKSHOP RENEWAL$12,000
THE WORKERS LAB
1111 BROADWAY 3RD FLROAKLANDCA94607NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$30,000
THURMAN PERRY FOUNDATION
740 HOMEWOOD DRCOVINGTONLA70433NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$4,000
TIDES FOUNDATION
37 BRIDGE ST BOX 749NORTHAMPTONMA10600NONE501(C)(3)BOARD DISCRETIONARY -MOVEMENT VOTER FUND$5,000
TIDES FOUNDATION
594 DEAN STREET SUITE 12BROOKLYNNY11238NONE501(C)(3)TRANS JUSTICE FUNDING PROJECT$100,000
TRAINING IN EARLY ABORTION FOR COMPREHENSIVE HEALTHCARE
1330 BROADWAY SUITE 1100OAKLANDCA94612NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$5,000
UCSF - ANSIRH
UCSF BOX 0815 SUITE 425SAN FRANCISCOCA94143NONE501(C)(3)ANSIRH - TO DIVERSIFY THEIR INVESTIGATORS, AND TO CREATE A MORE INCLUSIVE, EQUITABLE, AND ANTI- RACIST WORK ENVIRONMENT.$100,000
UCSF - ANSIRH
UCSF BOX 0815 SUITE 425SAN FRANCISCOCA94143NONE501(C)(3)ANSIRH - TO DIVERSIFY THEIR INVESTIGATORS, AND TO CREATE A MORE INCLUSIVE, EQUITABLE, AND ANTI-RACIST WORK ENVIRONMENT.$50,000
ULTRAVIOLET EDUCATION FUND
PO BOX 92592WASHINGTONDC20090NONE501(C)(3)#REPRO RECEIPTS PROPOSAL$90,000
UNITED FOR RESPECT
77 SANDS ST 6BROOKLYNNY11201NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$150,000
UNITED FOR RESPECT
77 SANDS ST 6BROOKLYNNY11201NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$100,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
UCSF BOX 0815 SUITE 425SAN FRANCISCOCA94143NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$100,000
UPSTREAM WORKS
106 DRAYTON COURTCHAPEL HILLNC27516NONE501(C)(3)BOARD DISCRETIONARY - THE RENE$5,000
VOICE OF CALVARY MINISTRIES
531 W CAPITOL STJACKSONMS39203NONE501(C)(3)COOPERATIVE COMMUNITY OF NEW WEST JACKSON$9,700
WE2GETHER CREATING CHANGE
167 N MAIN STDREWMS38737NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$125,000
WEST FUND
PO BOX 920088EL PASOTX79902NONE501(C)(3)MARIPOSA FUND$15,000
WEST FUND
3415 MONTANA AVEEL PASOTX79903NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$30,000
WOMEN OF THE WORLD ENDOWMENT
6900 WISCONSIN AVE STE 300CHEVY CHASEMD20815NONE501(C)(3)BOARD DISCRETIONARY RUTH - IN SUPPORT OF YOUR COLLABORATION AND WORK WITH INTELLIGENT MEDICAL EXCHANGE$100,000
WOMEN OF THE WORLD ENDOWMENT
6900 WISCONSIN AVE STE 300CHEVY CHASEMD20815NONE501(C)(3)BOARD DISCRETIONARY RUTH - WOWE - BUILDING THE XX EDGE MOVEMENT$190,000
WOMEN OF THE WORLD ENDOWMENT
6900 WISCONSIN AVE STE 300CHEVY CHASEMD20815NONE501(C)(3)BOARD DISCRETIONARY RUTH - WOWE - BUILDING THE XX EDGE MOVEMENT$310,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,026,460TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU
125 BROAD STREETNEW YORKNY10004NONE501(C)(3)4-YEAR PILOT FOR DEVELOPING STATE LEVEL CORPORATE ENGAGEMENT STRATEGIES FOCUSED ON REPRODUCTIVE FREEDOM, GENDER JUSTICE, VOTING RIGHTS, RACIAL JUSTICE AND OTHER INTERSECTIONAL ISSUES$600,000
AS YOU SOW
C/O MAIN POST OFFICE PO BOX 751BERKELEYCA94701NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
BUSINESS SOCIAL RESPONSIBILITY (BSR)
220 MONTGOMERY ST STE 1700SAN FRANCISCOCA94104NONE501(C)(3)TO CREATE A SOCIAL JUSTICE LEARNING SERIES FOR CORPORATE LEADERS ON CRITICAL ADVOCACY TOPICS RELATED TO GENDER AND RACIAL JUSTICE.$5,065,000
COMMUNITY CATALYST
ONE FEDERAL STREET 5TH FLOORBOSTONMA02110NONE501(C)(3)CONFRONTING RELIGIOUS HEALTH RESTRICTIONS: CREATING A LONG-TERM CHANGE AGENDA.$300,000
IMPACTPHL
4801 S BROAD ST STE 200 BUILDING 10PHILADELPHIAPA19112NONE501(C)(3)BOARD DISCRETIONARY - GENERAL OPERATING SUPPORT/UNRESTRICTED$10,000
KENTUCKY HEALTH JUSTICE NETWORK
PO BOX 4761LOUISVILLEKY40204NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$25,000
MOVEMENT STRATEGY CENTER (ORCHID CAPITAL)
870 MARKET ST SUITE 1275SAN FRANCISCOCA94102NONE501(C)(3)ORCHID CAPITAL$6,900,000
NARRATIVE NATION
48 LONGSHORE STBAY SHORENY11706NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$50,000
NATIONAL NETWORK OF ABORTION FUNDS (ACCESS REPRODUCTIVE CARE)
9450 SW GEMINI DR PMB 16009BEAVERTONOR970087105NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$25,000
NATIONAL PARTNERSHIP FOR WOMEN AND FAMILIES
1725 EYE STREET NW SUITE 950WASHINGTONDC20006NONE501(C)(3)GENERATING ONRAMPS FOR FEDERAL ADVOCACY BY BUSINESS ON GENDER EQUITY.$100,000
SPRINGBOARD TO OPPORTUNITIES
854 N JEFFERSON STJACKSONMS39202NONE501(C)(3)GENERAL OPERATING SUPPORT/UNRESTRICTED$150,000
TIDES FOUNDATION (TRANS JUSTICE FUNDING PROJECT)
594 DEAN STREET SUITE 12BROOKLYNNY11238NONE501(C)(3)TRANS JUSTICE FUNDING PROJECT$25,000
ULTRAVIOLET EDUCATION FUND
PO BOX 92592WASHINGTONDC20090NONE501(C)(3)#REPRO RECEIPTS PROPOSAL$100,000
HIGHLANDER RESEARCH AND EDUCATION CENTER (PEOPLE'S ADVOCACY INSTITUTE)
PO BOX 16109JACKSONMS39236NONE501(C)(3)PEOPLE'S ADVOCACY INSTITUTE$75,000
NEO PHILANTHROPY (THE PATIENT FORWARD)
45 W 36TH STREET 6TH FLOORNEW YORKNY10018NONE501(C)(3)PATIENT FORWARD INITIATIVE$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$13,725,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,660,512ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$344,774ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX BENEFITDesc
Exclusion01ExclusionCd
Exclusion$165,796ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,171,082ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,171,082TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$40,335Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PARTNERS IN ABORTION CAREBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17305 BALTIMORE AVE STE 107AddressLine1Txt
CityCOLLEGE PARKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP207403232ZIPCd
FieldValueIRS element (for citing)
Grant2022-06-07GrantDt
Grant$300,000GrantAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
Expended By Grantee$300,000ExpendedByGranteeAmt
Any Diversion By GranteeN/AAnyDiversionByGranteeTxt
Dates Of Reports By Grantee2/21/23 3/3/23DatesOfReportsByGranteeTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH - SECURITIES AT FMVFMV$46,229,535$46,229,535
NEXT WAVE IMPACT FUND I (PRIVATE EQUITY FUND)FMV$243,889$243,889
PRIVATE FUND INVESTMENTSFMV$4,713,423$4,713,423

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$10,495LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,198DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST$75,646$71,730$71,730
SECURITY DEPOSIT$25,597$25,597$25,597

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescGAAP FMV ADJUST - UNREALIZED GAIN/LOSSDesc
Amt$13,339,797Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$380,338$380,338$0
BUSINESS REGISTRATION FEES$25$0$0
FILING FEES$805$0$0
BOOKS, SUBSCRIPTIONS, REFERENCES$635$0$0
MEMBERSHIPS$53,370$0$53,370
POSTAGE, MAILING SERVICE$500$0$341
PRINTING & COPYING$913$0$622
SUPPLIES$13,488$0$9,187
TELEPHONE & TELECOM$13,194$0$8,987
WEBSITE$216$0$0
WIRE TRANSFER FEES$3,240$0$0
D & O INSURANCE$5,162$0$0
WORKERS COMP$4,355$0$2,966
RETIREMENT PROCESSING FEE$1,060$0$0
PAYROLL PROCESSING FEE$3,481$0$0
ANNUAL STATEMENT FEE$150$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX BENEFITDesc
Revenue And Expenses Per Books$165,796RevenueAndExpensesPerBooksAmt
Adjusted Net Income$165,796AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX LIABILITY$349,760$161,378
FEDERAL EXCISE TAX LIABILITY$27,573$0
OPERATIONS LOAN$0$6,372,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTANTS$1,464,187$0$1,441,907
FOUNDATION MANAGEMENT$204,000$0$0
IT SUPPORT$5,134$0$0