LISA STONE PRITZKER FAMILY FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LISA STONE PRITZKER FAMILY FUND (EIN 83-3415647)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202333179349102168
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T12:28:39-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EMBARCADERO CENTER STE 2410 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833415647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA STONE PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O FRANK RIMERMAN CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 4154391144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL RD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943041216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA STONE PRITZKER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4154391144 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | STONE PRITZKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASMINE D BERJIKLY | PreparerPersonNm |
| PTIN | P00537258 | PTIN |
| Phone | 4154391144 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,844,183 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19,323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,323 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $239,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $537,688 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,694 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64,572 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64,572 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $499,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,107 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $307,460 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $230,595 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $41,643 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $20,822 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,588 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,191 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,688 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $147,682 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,489 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,606 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,509 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,871 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $216 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150,865 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,162 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $828,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $200,257 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $348,905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,025,317 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,822,977 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,853,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $200,257 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,171,882 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,354,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $298,850 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,863,330 | CashBOYAmt |
| Cash EOY | $1,617,500 | CashEOYAmt |
| Cash EOYFMV | $1,617,499 | CashEOYFMVAmt |
| Grants Receivable BOY | $3,975,935 | GrantsReceivableBOYAmt |
| Corporate Stock BOY | $7,982,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,947,454 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,947,454 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,977,452 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,443,824 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,443,824 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $26,167,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,835,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,835,406 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $51,966,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,844,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,844,183 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,860 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,233 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,828,595 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,055,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,833,455 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,060,233 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,132,762 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $39,783,951 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,132,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,783,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,966,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,844,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,132,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,354,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,778,508 | SubtotalAmt |
| Other Decreases | $7,994,557 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,783,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB - CAPITAL GAIN DISTRIBUTION | P | 2022-01-01 | 2022-12-31 | $211,241 | $211,241 | $211,241 | |
| FROM PASSTHROUGH | P | 2022-01-01 | 2022-12-31 | -$361,994 | -$361,994 | $361,994 | |
| FROM PASSTHROUGH | P | 2022-01-01 | 2022-12-31 | $326,447 | $326,447 | $326,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,694 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,154 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,154 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,154 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,767 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,767 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,613 | OverpaymentAmt |
| Applied To ES Tax | $39,613 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LSPFF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA S PRITZKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154391144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| LISA S PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| SAMUEL PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | SECRETARY, AUDIT COMMITTEE | 1.00 | $0 | $0 | $0 |
| ABIGAIL PORTH | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | CFO | 40.00 | $307,460 | $37,588 | $0 |
| NOAH PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | DIRECTOR | 0.00 | $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 |
|---|---|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | |||||
| 1 MARITIME PLZ 6TH FLOOR | SAN FRANCISCO | CA | 94111 | INVESTMENT MANAGEMENT | $95,439 |
| FRANK RIMERMAN & CO LLP | |||||
| 60 SOUTH MARKET ST SUITE 500 | SAN JOSE | CA | 95113 | ACCOUNTING | $55,875 |
| 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 | $15,913,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,076,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,877,520 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,867,601 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,867,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $658,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,209,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,160,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,160,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,154 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,154 | TotalTaxAmt |
| Distributable Before Adj | $2,156,325 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,156,325 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,156,325 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,171,882 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,171,882 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,156,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $546,284 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $613,484 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $713,545 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,873,313 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,171,882 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,156,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,015,557 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,888,870 | 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 | $2,888,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $546,284 | ExcessFromYear3Amt |
| Excess From Year2 | $613,484 | ExcessFromYear2Amt |
| Excess From Year1 | $713,545 | ExcessFromYear1Amt |
| Excess From Current Year | $1,015,557 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA S PRITZKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALL CHICAGO | |||||||||||
| 651 W WASHINGTON SUITE 504 | CHICAGO | IL | 60661 | PC | TO SUPPORT THE ALAN STONE LEARNING CENTER AND ALL CHICAGO EVENTS. | $55,000 | |||||
| ALONZO KING LINES BALLET | |||||||||||
| 26 SEVENTH STREET 5TH FLOOR | SAN FRANCISCO | CA | 94103 | PC | TO SUPPORT ARTISTS AND PRESENT PROGRAMS THAT EXEMPLIFY THE COMPANY'S ARTISTIC VISION. | $100,000 | |||||
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | |||||||||||
| 122 E 42ND ST 4507 | NEW YORK | NY | 10168 | PC | TO SUPPORT THE WORLD-CLASS ISRAEL PHILHARMONIC ORCHESTRA, CELEBRATING ISRAEL, CULTURE AND ART. | $20,000 | |||||
| AMERICAN JEWISH WORLD SERVICE | |||||||||||
| 131 STEUART STREET SUITE 200 | SAN FRANCISCO | CA | 94105 | PC | TO REALIZE HUMAN RIGHTS AND END POVERTY IN THE DEVELOPING WORLD. | $15,000 | |||||
| AMERICAN JOINT DISTRIBUTION COMMITTEE | |||||||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | PC | TO PROVIDE AID TO VULNERABLE JEWS, CULTIVATE A JEWISH FUTURE, CREATE OPPORTUNITY FOR ALL ISRAELIS, RESCUE JEWS IN DANGER, AND RESPOND TO GLOBAL CRISIS. | $10,000 | |||||
| AT THE WELL PROJECT | |||||||||||
| 5007 PROVIDENCE ROAD 111 | CHARLOTTE | NC | 28226 | PC | TO PROVIDE A VIBRANT JEWISH COMMUNITY FOR YOUNG ADULTS BY SUPPORTING LEADERS IN THEIR 20S. | $10,000 | |||||
| BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE | |||||||||||
| 330 TTII AVENUE SUITE 1902 | NEW YORK | NY | 10001 | PC | TO ADVOCATE AND CAMPAIGN FOR VARIOUS SOCIAL JUSTICE ISSUES THAT ARE IMPORTANT TO THE JEWISH COMMUNITY | $5,000 | |||||
| BIRTHRIGHT ISRAEL | |||||||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | PC | TO SUPPORT FRENCH AND UKRAINIAN PARTICIPANTS ON BIRTHRIGHT JOURNEYS AND STIPENDS. | $25,000 | |||||
| CALIFORNIA PARTNERS PROJECT | |||||||||||
| ONE LOMBARD STREET NO 305 | SAN FRANCISCO | CA | 94806 | PC | CHAMPIONS GENDER EQUITY ACROSS THE STATE | $100,000 | |||||
| CALMATTERS | |||||||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | PC | TO SUPPORT THE FILLING OF THE GAP LEFT BY A SHIRNKING PRESS CORPS. | $5,000 | |||||
| CARE USA | |||||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PC | TO SAVE LIVES, DEFEAT POVERTY, AND ACHIEVE SOCIAL JUSTICE. | $20,000 | |||||
| CENTER FOR AMERICAN PROGRESS | |||||||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | PC | TO IMPROVE THE LIVES OF ALL AMERICANS, THROUGH BOLD, PROGRESSIVE IDEAS, AS WELL AS LEADERSHIP. | $50,000 | |||||
| CHRONICLE SEASON OF SHARING | |||||||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | PC | TO PROVIDE ASSISTANCE TO STRENGTHEN THE STABILITY OF A FAMIY IN CRISIS. | $25,000 | |||||
| COMMON SENSE MEDIA | |||||||||||
| 650 TOWNSEND STREET SUITE 435 | SAN FRANCISCO | CA | 94103 | PC | TO CALL ATTENTION TO THE OUTSIZED INFLUENCE OF MEDIA AND TECH ON KIDS' LIVES AND TO EMPOWER FAMILIES. | $6,000 | |||||
| COMMUNITY DEVELOPMENT FINANCE | |||||||||||
| 645 SANTA REY AVENUE | OAKLAND | CA | 94111 | PC | TO INCREASE THE AVAILABILITY OF CAPITAL, AND ACCESS TO FINANCIAL INSTITUTIONS IN LOW-INCOME COMMUNITIES | $45,000 | |||||
| COMPASS FAMILY SERVICES | |||||||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | PC | TO PROVIDE SUPPORT OF THE HOMELESS AND AT-RISK FAMILIES BECOME STABLY HOUSED, EMOTIONALLY AND PHYSICALLY HEALTHY. | $5,000 | |||||
| CONGREGATION EMANU-EL | |||||||||||
| 2 LAKE STREET | SAN FRANCISCO | CA | 94118 | PC | TO CONNECTING MEMBERS WITH THEIR JUDAISM AND HISTORY AT THE HIGHEST LEVEL AND BRINGING JEWISH VALUES TO LIFE IN MEANINGFUL AND INSPIRING WAYS. | $75,000 | |||||
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | |||||||||||
| 1801 VICENTE STREET | SAN FRANCISCO | CA | 94116 | PC | TO AID FAMILIES WHO ARE STRUGGLING WITH MENTAL HEALTH CHALLENGES, ACHIEVE THEIR POTENTIAL. | $10,000 | |||||
| EPACENTER | |||||||||||
| 1950 BAY ROAD | EAST PALO ALTO | CA | 94303 | PC | TO SUPPORT CREATIVE YOUTH DEVELOPMENT CENTER IN EAST PALO ALTO THAT AMPLIFIES THE CREATIVE POTENTIAL. | $15,000 | |||||
| EVERY MOTHER COUNTS | |||||||||||
| 180 VARICK STREET ROOM 1116 | NEW YORK | NY | 100145434 | PC | WORK TO MAKE PREGNANCY AND CHILDBIRTH SAFE FOR EVERYONE, EVERYWHERE. | $5,000 | |||||
| FAMILY HOUSE INC | |||||||||||
| 540 MISSION BAY BOULEVARD NORTH | SAN FRANCISCO | CA | 94610 | PC | TO HOUSE INDIVIDUALS IN NEED | $5,000 | |||||
| FIRST EXPOSURES | |||||||||||
| 265 SHOTWELL STREET | SAN FRANCISCO | CA | 94110 | PC | TO SUPPORT THE MENTORING RELATIONSHIPS AND PHOTOGRAPHY THAT EMPOWERS YOUNG PEOPLE TO THRIVE, EXPRESS THEMSELVES CREATIVELY, AND BECOME LEADERS IN THEIR COMMUNITIES | $2,500 | |||||
| FRACTURED ATLAS INC | |||||||||||
| 228 PARK AVE S 56651 | NEW YORK | NY | 10003 | PC | TO SUPPORT EMPOWERING ARTISTS AND ARTS ORGANIZATIONS AND FOSTERING A MORE AGILE RESILIENT CULTURAL ECOSYSTEM | $2,717 | |||||
| FUTURES WITHOUT VIOLENCE | |||||||||||
| 100 MONTGOMERY STREET | SAN FRANCISCO | CA | 94158 | PC | TO PIONEER NEW STRATEGIES TO END VIOLENCE AGAINST WOMEN AND CHILDREN AT HOME AND ABROAD | $50,000 | |||||
| GIFFORDS FOUNDATION | |||||||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | PC | TO SUPPORT AN ORGANIZATION DEDICATED TO SAVING LIVES FROM GUN VIOLENCE. | $10,000 | |||||
| GLOBAL CITIZEN YEAR | |||||||||||
| 1625 CLAY STREET 400 | OAKLAND | CA | 94129 | PC | LAUNCHING A GENERATION OF LEADERS | $30,000 | |||||
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | PC | TO SUPPORT THE PRESERVATION OF THE GOLDEN GATE NATIONAL PARKS, ENHANCE THE EXPERIENCES OF VISITORS, AND BUILD A COMMUNITY DEDICATED TO CONSERVING THE PARKS FOR THE FUTURE | $10,000 | |||||
| GREENLIGHT CLINIC | |||||||||||
| 1808 WEDEMEYER ST STE B-10 | SAN FRANCISCO | CA | 94129 | PC | TO PROVIDE FREE AND CONFIDENTIAL MENTAL HEALTH THERAPY FOR YOUNG PEOPLE 14-26 YEARS OLD IN THE SAN FRANCISCO BAY AREA SO THEY MAY DEVELOP SKILLS AND BEHAVIORS TO ATTAIN THEIR PERSONAL GOALS. | $5,000 | |||||
| HEALTHY BIRTH DAY INC | |||||||||||
| 1820 NW 118TH STREET SUITE 220 | CLIVE | IA | 50325 | PC | TO SUPPORT THE PREVENTION OF STILLBIRTHS AND PREVENTABLE POOR BIRTH OUTCOMES | $7,500 | |||||
| HOMELESS PRENATAL PROGRAM | |||||||||||
| ONE LOMBARD STREET STE 303 | SAN FRANCISCO | CA | 94612 | PC | TO CHAMPION GENDER EQUITY ACROSS THE STATE AND ENSURE OUR STATE'S MEDIA AND TECHNOLOGY INDUSTRIES | $10,000 | |||||
| HONEYMOON ISRAEL FOUNDATION | |||||||||||
| 1417 MAYSON STREET NE | ATLANTA | GA | 30324 | PC | TO PROVIDE IMMERSIVE TRIPS TO ISRAEL FOR LOCALLY BASED COHORTS OF COUPLES THAT HAVE AT LEAST ONE JEWISH PARTNER. | $36,000 | |||||
| IKAR | |||||||||||
| 1737 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | PC | TO SUPPORT INSPIRED PEOPLE ACROSS THE RELIGIOUS SPECTRUM. | $25,000 | |||||
| IMPACT ISRAEL | |||||||||||
| 4340 EAST-WEST HIGHWAY 202 | BETHESDA | MD | 94111 | PC | TO SUPPORT THE PROGRAMS AND ACTIVITIES OF YEMIN ORDE WINGATE YOUTH VILLAGE | $55,000 | |||||
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||||||
| 3600 WILSHIRE BLVD STE 1810 | LOS ANGELES | CA | 90010 | PC | TO SUPPORT THE VITAL WORK OF DOCUMENTARY STORYTELLERS AND CHAMPIONS A THRIVING AND INCLUSIVE DOCUMENTARY CULTURE | $25,000 | |||||
| INTERNATIONAL MEDICAL CORPS | |||||||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | TO DELIVER EMERGENCY MEDICAL AND RELATED SERVICES TO THOSE AFFECTED BY CONFLICT, DISATER, AND DISEASE. | $17,500 | |||||
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | |||||||||||
| PO BOX 61227 | PALO ALTO | CA | 20814 | PC | TO PROVIDE IMMEDIATE DISASTER RESPONSE AND LONG-TERM SUPPORT TO COMMUNITIES AFFECTED BY NATURAL DISASTER, DISEASE AND CIVIL UPHEAVAL | $50,000 | |||||
| J WEEKLY | |||||||||||
| 225 BUSH STREET STE 480 | SAN FRANCISCO | CA | 941044281 | PC | TO SUPPORT A WEEKLY PRINT NEWSPAPER IN NORTHERN CALIFORNIA. | $15,000 | |||||
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | |||||||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PC | TO BRING PEOPLE TOGETHER TO EXPLORE, CONNECT, AND FLOURISH. | $10,000 | |||||
| JEWISH COMMUNITY RELATIONS COUNCIL | |||||||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | PC | PURSUING A JUST SOCIETY AND A SECURE JEWISH FUTURE. | $60,000 | |||||
| JEWISH FILM INSTITUTE | |||||||||||
| 145 NINTH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | PC | TO INSPIRE COMMUNITIES IN SAN FRANCISCO AND AROUND THE WORLD TO EXPAND THEIR UNDERSTANDING OF JEWISH LIFE THROUGH FILM, MEDIA, AND DIALOGUE. | $50,000 | |||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | PC | TO SUPPORT THE GROWTH IN SIZE AND IMPACT OF JEWISH PHILANTHROPY. | $10,000 | |||||
| JEWISH UNITED FUND | |||||||||||
| 30 S WELLS STREET | CHICAGO | IL | 60606 | PC | TO PROVIDE LIFE-SAVING SERVICES, LIFE-ENRICHING EXPERIENCES, ESSENTIAL HEALTH AND HUMAN SERVICES TO VITAL POINTS OF COMMUNITY AND CONNECTION | $3,600 | |||||
| JEWISH VOCATIONAL SERVICE | |||||||||||
| 225 BUSH STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | PC | JVS TRANSFORMS LIVES BY HELPING PEOPLE BUILD SKILLS AND FIND WORK TO ACHIEVE SELF-SUFFICIENCY. | $50,000 | |||||
| KQED | |||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PC | TO PROVIDE PUBLIC RADIO, TELEVISON, AND INDEPENDENT REPORTING ON ISSUES THAT MATTER TO THE BAY AREA. | $50,000 | |||||
| LAVA MAE | |||||||||||
| 1701 MONARCH ST STE 200 | ALAMEDA | CA | 94306 | PC | TO CHANGE THE WAY THE WORLD SEES AND SERVES OUR UNHOUSED NEIGHBORS | $10,000 | |||||
| LIFE LEARNING ACADEMY | |||||||||||
| 651 8TH STREET | SAN FRANCISCO | CA | 94130 | PC | TO SUPPORT A PUBLIC CHARTER HIGH SCHOOL SERVING BAY AREA STUDENTS SEEEKING AN ALTERNATIVE TO LARGE PUBLIC HIGH SCHOOLS. | $25,000 | |||||
| MILLENNIUM SCHOOL | |||||||||||
| 245 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | PC | PROVIDING BOTH A RIGOROUS ACADEMIC PROGRAM AND A SCIENCE-BASED FOUNDATION. | $15,000 | |||||
| MUSEUM OF AFRICAN DIASPORA | |||||||||||
| 685 MISSION STREET | SAN FRANCISCO | CA | 94105 | PC | TO SUPPORT BLACK CULTURES, IGNITE CHALLENGING CONVERSATIONS, AND INSPIRE LEARNING THROUGH THE GLOBAL LENS OF THE AFRICAN DIASPORA. | $10,000 | |||||
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||||||
| 335 SOUTH VAN NESS AVENUE | SAN FRANCISCO | CA | 94103 | PC | TO PROTECT AND EXPAND REPRODUCTIVE RIGHTS FOR ALL. | $5,000 | |||||
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | PC | TO AID IN ACHIEVING SOCIAL JUSTICE BY IMPROVING THE QUALITY OF LIFE FOR WOMEN, CHILDREN, AND FAMILIES BY SAFEGUARDING INDIVIDUAL RIGHTS AND FREEDOMS | $1,500 | |||||
| NEW ISRAEL FUND | |||||||||||
| 2503 CLAY ST | SAN FRANCISCO | CA | 94115 | PC | TO BUILD A STRONGER DEMOCRACY IN ISRAEL, ROOTED IN THE VALUES OF EQUALITY. | $3,600 | |||||
| NEW VENTURE FUND | |||||||||||
| 1201 CONNECTICUT AVENUE NW NO 300 | WASHINGTON | DC | 94920 | PC | TO HELP BUILD A JUST, EQUITABLE, AND SUSTAINABLE FUTURE | $75,000 | |||||
| ONETABLE | |||||||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | PC | EMPOWERS PEOPLE WHO DON'T HAVE A CONSISTENT SHABBAT DINNER PRACTICE. | $25,000 | |||||
| OUTWARD BOUND | |||||||||||
| PO BOX 29632 THE PRESIDIO | SAN FRANCISCO | CA | 94129 | PC | TO DELIVER CHALLENGING OUTDOOR ADVENTURE PROGRAMS FOR PEOPLE OF ALL AGES AND WALKS OF LIFE. | $5,000 | |||||
| PEER HEALTH EXCHANGE | |||||||||||
| PO BOX 22375 | PASADENA | CA | 911852375 | PC | TO SUPPORT AND BULD HEALTHIER COMMUNITIES WITH THE YOUNG PEOPLE. | $50,000 | |||||
| PLANNED PARENTHOOD OF NORTHERN CALIFORNIA | |||||||||||
| 2185 PACHECO STREED | CONCORD | CA | 94520 | PC | TO SUPPORT VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF PEOPLE WORLDWIDE. | $10,000 | |||||
| PROJECT HEALTHY MINDS | |||||||||||
| PO BOX 1221 | NEW YORK | NY | 10018 | PC | TO BUILD A MORE SUPPORTIVE WORLD FOR THOSE WITH MENTAL HEALTH CONDITIONS. | $50,000 | |||||
| REBOOT INC | |||||||||||
| 734 LONGMEADOW STREET NO 10 | LONGMEADOW | MA | 94612 | PC | TO FACILITATE IN ADDRESSING INDIVIDUAL'S QUESTIONS AND CONCERNS REGARDING JEWISH IDENTITY, COMMUNITY AND MEANING | $12,000 | |||||
| SAFE & SOUND | |||||||||||
| 246 FIFTH AVENUE SUITE 420 | NEW YORK | NY | 10001 | PC | BUILD A FUTURE WITH SAFE KIDS, STRONG FAMILIES & SOUND COMMUNITIES. | $75,000 | |||||
| SAN FRANCISCO FREE CLINIC | |||||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | PC | TO PROVIDE FREE, ACCESSIBLE MEDICAL TREATMENT TO THE UNINSURED WHILE PROVIDING PRIMARY CARE. | $2,500 | |||||
| SAN FRANCISCO GENERAL HOSPITAL | |||||||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 01106 | PC | TO SUPPORT AND FUND EXCELLENCE IN PATIENT CARE | $110,000 | |||||
| SAN FRANCISCO HOST COMMITTEE | |||||||||||
| 601 VAN NESS AVENUE NO E240 | SAN FRANCISCO | CA | 94102 | PC | TO AID IN LESSENING THE BURDENS OF THE GOVERNMENT OF THE CITY AND COUNTY OF SAN FRANCISCO AND ADVANCING THE GENERAL SOCIAL WELFARE OF ITS RESIDENTS BY PROMOTING THROUGHOUT THE WORLD THE CULTURAL, SOCIAL AND ECONOMIC ASPECTS OF THE CITY AND COUNTY OF SAN FRANCISCO | $2,500 | |||||
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||||||
| 235 MONTGOMERY STREET SUITE 760 | SAN FRANCISCO | CA | 94104 | PC | TO SHARE ART AND THE CREATIVE PROCESS TO OPEN MINDS AND HELP BUILD A BETTER WORLD. | $195,000 | |||||
| SAN FRANCISCO SYMPHONY | |||||||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PC | TO PROVIDE MUSIC EDUCATION FOR EVERYBODY. | $65,000 | |||||
| SFJAZZ | |||||||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | PC | TO SUPPORT ARTISTS AND MUSIC THAT HAS BEEN INFLUENCED BY JAZZ THROUGH CREATION, PRESENTATION, AND EDUCATION | $50,000 | |||||
| SGA YOUTH & FAMILY SERVICES | |||||||||||
| 11 E ADAMS SUITE 240 | CHICAGO | IL | 60603 | PC | TO HELP CHILDREN, FAMILIES, AND COMMUNITIES FACING GREAT CHALLENGES TO REALIZE THEIR POTENTIAL. | $1,250 | |||||
| SHALOM BAYIT | |||||||||||
| PO BOX 2883 | BERKELEY | CA | 94702 | PC | TO FOSTER THE SOCIAL CHANGE AND COMMUNITY RESPONSE NECESSARY TO ERADICATE DOMESTIC VIOLENCE IN THE JEWISH COMMUNITY. | $5,000 | |||||
| SPUR | |||||||||||
| 654 MISSION STREET | SAN FRANCISCO | CA | 941054015 | PC | TO SUPPOT THE DEVELOPMENT OF SOLUTIONS TO PROBLEMS LARGE CITIES FACE | $10,000 | |||||
| STANFORD UNIVERSITY | |||||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | PC | TO SUPPORT THE TERRY LEVIN FUND FOR EXCELLENCE IN MEDICAL CARE | $2,500 | |||||
| STERN GROVE FESTIVAL | |||||||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | PC | TO MAKE LIVE MUSICAL EXPERIENCES ACCESSIBLE TO ALL. | $5,000 | |||||
| TEACH FOR ALL | |||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | TO TACKLE THE COMPLEX CHALLENGES FACING CHILDREN IN DISADVANTAGED COMMUNITIES. | $40,000 | |||||
| THE ASPEN INSTITUTE | |||||||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | PC | TO AID IN GATHERING DIVERSE, NONPARTISAN THOUGHT LEADERS, CREATIVES, AND SCHOLARS TO FOSTER LEADERSHIP BASED ON VALUES AND PROMOTING CIVIL DIALOGUE OF THE IMPORTANT ISSUES OF TODAY | $22,809 | |||||
| THE BARACK OBAMA FOUNDATION | |||||||||||
| 5235 SOUTH HARPER COURT NO 1140 | CHICAGO | IL | 94141 | PC | TO INSPIRE, EMPOWER, AND CONNECT PEOPLE TO CHANGE THEIR WORLD AND TO HONOR THE LEGACY OF PRESIDENT AND MRS. OBAMA | $125,000 | |||||
| THE EDIBLE SCHOOLYARD PROJECT | |||||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | PC | TO SUPPORT FARMERS AND RANCHERS WHO TAKE CARE OF THE LAND AND THEIR WORKERS. | $7,500 | |||||
| THE REPRESENTATION PROJECT | |||||||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | PC | TO PROMOTE GENDER EQUALITY BY EXPOSING HARMFUL GENDER STEREOTYPES IN MEDIA AND CULTURE. | $7,500 | |||||
| THE WASHINGTON INSTITUTE | |||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST AND TO PROMOTE THE POLICIES THAT SECURE THEM. | $10,000 | |||||
| TIPPING POINT COMMUNITY | |||||||||||
| 220 MONTGOMERY STREET NO 850 | SAN FRANCISCO | CA | 60615 | PC | TO BREAK THE CYCLE OF POVERTY FOR PEOPLE IN THE BAY AREA WHO DON'T HAVE THE RESOURCES TO MEET THEIR BASIC NEEDS | $25,000 | |||||
| TURNAROUND FOR CHILDERN | |||||||||||
| 25 W 45TH STREET | NEW YORK | NY | 10036 | PC | TO EMBED AN EQUITABLE WHOLE-CHILD PURPOSE INTO OUR EDUCATION SYSTEM. | $40,000 | |||||
| UCSF ART FOR RECOVERY | |||||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | PC | TO SUPPORT THE SAFE ENVIRONMENT WHERE ADULTS CAN EXPRESS THE INTENSE FEELINGS THAT ARISE IN LIFE-THREATENING ILLNESSES | $1,000 | |||||
| UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION | |||||||||||
| 2201 BROADWAY NO 600 | OAKLAND | CA | 94104 | PC | TO SUPPORT UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND AND SAN FRANCISCO'S PROGRAMS, SERVICES AND OPERATIONS | $100,000 | |||||
| UCSF FOUNDATION | |||||||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 94133 | PC | TO SUPPORT THE GROUNDBREAKING RESEARCH, LEADERSHIP TRAINING, AND COMPASSIONATE CARE THAT HAPPEN EVERY DAY AT THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO | $350,000 | |||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||||
| 220 MONTGOMERY ST 5TH FL | SAN FRANCISCO | CA | 94612 | PC | TO SUPPORT UCSF'S CORE MISSION OF ADVANCING HEALTH WORLDWIDE BY RAISING MONEY FOR THE UNIVERSITY | $25,000 | |||||
| UNIVERSITY OF WISCONSIN - CENTER FOR HEALTHY MINDS | |||||||||||
| 625 W WASHINGTON AVE | MADISON | WI | 53703 | PC | TO PROVIDE SUPPORT FOR THE GLOBAL LEADERS IN UNDERSTANDING THE MIND. | $50,000 | |||||
| VIBE ISRAEL USA | |||||||||||
| PC | TO SUPPORT SHARING ISRAEL'S AUTHENTIC STORY WITH THE NORTH AMERICAN NEXT GEN. | $5,000 | BE ALL ALON TOWER 1 94 | TEL AVIVYAFO | YIGAL ALON | IS | 6789155 | ||||
| VITAL VOICES GLOBAL PARTNERSHIP | |||||||||||
| 1509 16TH STREET NW | WASHINGTON | DC | 20036 | PC | TO SUPPORT NATIONS AND COMMUNITES THAT CANNOOT MOVE FORWARD WITHOUT WOMEN'S VOICERS IN LEASERSHIP. | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,822,976 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALONZO KING LINES BALLET | ||||||
| 26 SEVENTH STREET 5TH FLOOR | SAN FRANCISCO | CA | 94103 | PC | TO SUPPORT ARTISTS AND PRESENT PROGRAMS THAT EXEMPLIFY THE COMPANY'S ARTISTIC VISION. | $225,000 |
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | ||||||
| 1801 VICENTE STREET | SAN FRANCISCO | CA | 94116 | PC | TO AID FAMILIES WHO ARE STRUGGLING WITH MENTAL HEALTH CHALLENGES, ACHIEVE THEIR POTENTIAL. | $5,000 |
| IKAR | ||||||
| 1737 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | PC | TO SUPPORT INSPIRED PEOPLE ACROSS THE RELIGIOUS SPECTRUM. | $75,000 |
| J WEEKLY | ||||||
| 225 BUSH STREET STE 480 | SAN FRANCISCO | CA | 941044281 | PC | TO SUPPORT A WEEKLY PRINT NEWSPAPER IN NORTHERN CALIFORNIA. | $35,000 |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | PC | PURSUING A JUST SOCIETY AND A SECURE JEWISH FUTURE. | $60,000 |
| JEWISH VOCATIONAL SERVICE | ||||||
| 225 BUSH STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | PC | JVS TRANSFORMS LIVES BY HELPING PEOPLE BUILD SKILLS AND FIND WORK TO ACHIEVE SELF-SUFFICIENCY. | $100,000 |
| UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION | ||||||
| 2201 BROADWAY NO 600 | OAKLAND | CA | 94104 | PC | TO SUPPORT UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND AND SAN FRANCISCO'S PROGRAMS, SERVICES AND OPERATIONS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $600,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,323 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239,518 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $64,572 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $175,694 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $499,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $499,107 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $31,375 | $0 | $15,688 |
| TAX PREPARATION | $24,500 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $11,443,824 | EOYBookValueAmt |
| EOYFMV | $11,443,824 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $6,947,454 | EOYBookValueAmt |
| EOYFMV | $6,947,454 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CANYON ESG CREDIT FUND (CAYMAN) LTD | FMV | $3,436,441 | $3,436,441 |
| EMPYREAN CAPITAL OVERSEAS FUND LTD | FMV | $3,411,706 | $3,411,706 |
| FARALLON CAPITAL F5 INVESTORS I LP | FMV | $2,474,710 | $2,474,710 |
| GENERATION IM ASIA FUND LP | FMV | $2,135,120 | $2,135,120 |
| GENERATION IM GLOBAL EQUITY FUND LLC | FMV | $5,373,703 | $5,373,703 |
| STEADFAST INTERNATIONAL LTD | FMV | $3,112,472 | $3,112,472 |
| OCTAGON INVESTMENTS OFFSHORE FUND LTD | FMV | $1,891,254 | $1,891,254 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $7,994,557 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $2,232 | $0 | $0 |
| EQUIPMENT AND SOFTWARE | $3,847 | $0 | $0 |
| PAYROLL FEES | $5,214 | $0 | $0 |
| INSURANCE | $958 | $0 | $0 |
| WEBSITE DEVELOPMENT | $2,852 | $0 | $0 |
| INVESTMENT EXPENSES FROM PASSTHROUGH | $98,162 | $98,162 | $0 |
| MEMBERSHIP FEES | $37,600 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME FROM PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | $64,572 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64,572 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,572 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT CONSULTANT | $7,093 | $0 | $0 |
| CONTRACTED SERVICES | $45,100 | $0 | $45,100 |
| INVESTMENT MANAGEMENT FEES | $95,489 | $95,489 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $17,018 | $0 | $8,509 |
| CA TAXES | $220 | $0 | $0 |
| FEDERAL EXCISE TAXES | $50,000 | $0 | $0 |
| FOREIGN TAXES | $6,606 | $6,606 | $0 |