STUPSKI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STUPSKI FOUNDATION (EIN 68-0397103)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349110561
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T20:28:39-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680397103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUPSKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LORREE NOVOTNY | InCareOfNm |
| Business Name Control | STUP | BusinessNameControlTxt |
| Phone | 4156554400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY STREET STE 1100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORREE NOVOTNY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4156554400 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORREE | PersonFirstNm |
| Person Last | NOVOTNY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M SACARELOS | PreparerPersonNm |
| PTIN | P00082838 | PTIN |
| Phone | 6503654646 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $405,121,546 | 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 | $129,848,183 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,895,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,722,174 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$525,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $121,480,482 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,879,378 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $149,218 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $131,219,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,750,770 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $796,259 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $485,630 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $705,019 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,794,243 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,115,912 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,678,331 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $778,665 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $57,869 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $739,977 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $316,713 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $377,744 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $306,412 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $73,482 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $73,482 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $847,694 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $296,952 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $392,094 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $252,505 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,884 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $170,320 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $520,640 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $59,295 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $461,345 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $175,016 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,797 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $172,569 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,597,896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $615,836 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,491,495 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,556,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,736,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,092,056 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,523,656 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,525,826 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,080,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,736,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,617,882 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $102,138,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,014,113 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,422,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,072,737 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,072,737 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $52,157 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $52,157 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $37,550,138 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $94,824,029 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $94,824,029 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,905,366 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,905,366 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $110,233,221 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,874,401 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $127,874,401 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,216,989 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $391,779 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $995,530 | LandBOYAmt |
| Land EOY | $825,210 | LandEOYAmt |
| Land EOYFMV | $825,210 | LandEOYFMVAmt |
| Other Assets BOY | $138,345,546 | OtherAssetsBOYAmt |
| Other Assets EOY | $133,567,646 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $133,567,646 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $306,547,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $405,121,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $405,121,546 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,773,485 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,176,159 | AccountsPayableEOYAmt |
| Grants Payable BOY | $17,568,857 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,300,831 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $19,342,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,476,990 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $184,204,324 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $393,644,556 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $103,000,371 | DonorRstrNetAssetsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $287,204,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $393,644,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $306,547,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $405,121,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $287,204,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $102,138,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,300,864 | OtherIncreasesAmt |
| Subtotal | $393,644,556 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $393,644,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $95,740,260 | $96,157,366 | -$417,106 | -$417,106 |
| PORTFOLIO INVESTMENTS | P | $21,186,357 | $12,245,655 | $8,940,702 | $8,940,702 |
| CAPITAL GAINS FROM 2021 K-1S | P | $4,553,865 | $198,083 | $4,355,782 | $4,355,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,879,378 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $166,996 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $166,996 | SubtotalAmt |
| Tax Based On Investment Income | $166,996 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $165,643 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $160,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $325,643 | TotalPaymentsAndCreditsAmt |
| Overpayment | $158,647 | OverpaymentAmt |
| Applied To ES Tax | $158,647 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.STUPSKI.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORREE NOVOTNY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156554400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY ST SUITE 1100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| JOYCE L STUPSKI DECEASED | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | BOARD CHAIR | 10.0 | $0 | $0 | $0 |
| JAMES G B DEMARTINI III | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| KELVIN TAKETA | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| TOM LAYTON | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| GLEN GALAICH | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | CHIEF EXECUTIVE OFFICER | 40.0 | $472,500 | $62,426 | $0 |
| JIM WIGGETT | ||||||||
| 90 NEW MONTGOMERY STREET STE 1100 | SAN FRANCISCO | CA | 941054551 | Director/Board Chair | 10.0 | $0 | $0 | $0 |
| MAIDA LYNN | ||||||||
| 90 NEW MONTGOMERY STREET STE 1100 | SAN FRANCISCO | CA | 941054551 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| LORREE NOVOTNY | ||||||||
| 90 NEW MONTGOMERY STREET STE 1100 | SAN FRANCISCO | CA | 941054551 | Treasurer/Secretary | 28.0 | $168,748 | $18,308 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER T NGUYEN | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.0 | $413,627 | $43,894 | $0 |
| DANIEL G TUTTLE | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.0 | $311,642 | $46,153 | $0 |
| AILEEN SUZARA | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | PROGRAM DIRECTOR | 32.0 | $218,680 | $32,491 | $0 |
| ELVIN PADILLA | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.0 | $217,777 | $20,885 | $0 |
| GWYNETH D TRIPP | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.0 | $205,250 | $37,310 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRANSFORMING CARE PARTNERS | |||||
| 2209 9TH AVENUE | SAN FRANCISCO | CA | 94116 | CONSULTATION | $394,662 |
| PATRICK LEE | |||||
| 452 ULLOA STREET | SAN FRANCISCO | CA | 94127 | CONSULTATION | $469,789 |
| CMB ADVISORS | |||||
| 221 MAIN STREET 1198 | LOS ALTOS | CA | 94022 | CONSULTATION | $295,076 |
| SPITFIRE | |||||
| 2300 N Street NW Suite 610 | WASHINGTON | DC | 20037 | CONSULTATION | $284,954 |
| MARIA DEL TORO | |||||
| 1410 Parkchester Road 2H | BRONX | NY | 10462 | CONSULTATION | $234,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 13 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHMENT E | Description1Txt |
| Expenses1 | $424,046 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $65,664,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,960,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $105,627,480 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $198,252,456 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $198,252,456 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,973,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $195,278,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,763,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,763,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166,996 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $89,435 | IncomeTaxAmt |
| Total Tax | $256,431 | TotalTaxAmt |
| Distributable Before Adj | $9,507,502 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $734,144 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,241,646 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,241,646 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,617,882 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $35,617,882 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,241,646 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,760,783 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,049,537 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,775,704 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,597,593 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,486,066 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,669,683 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,617,882 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,241,646 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,376,236 | RemainingDistriFromCorpusAmt |
| Total Corpus | $96,045,919 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,760,783 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,285,136 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,049,537 | ExcessFromYear4Amt |
| Excess From Year3 | $9,775,704 | ExcessFromYear3Amt |
| Excess From Year2 | $12,597,593 | ExcessFromYear2Amt |
| Excess From Year1 | $36,486,066 | ExcessFromYear1Amt |
| Excess From Current Year | $25,376,236 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE J STUPSKI DECEASED LAW | ContributingManagerNm |
| Contributing Manager | DATED 9201990 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (215 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 Degrees | |||||||
| 1650 Los Gamos Road Suite 110 | San Rafael | CA | 94903 | N/A | PC | To support the strategic growth of innovative College Access and College Success Programming in the San Francisco Unified School District. | $300,000 |
| 10000 Degrees | |||||||
| 1650 Los Gamos Road Suite 110 | San Rafael | CA | 94903 | N/A | PC | To provide general operating support. | $5,000 |
| 10000 Degrees | |||||||
| 1650 Los Gamos Road Suite 110 | San Rafael | CA | 94903 | N/A | PC | To provide support in reinvigorating and building college-going cultures through collaborating college centers utilizing a student-centered design through a partnership with the San Francisco Unified School District (SFUSD) and convening key college access | $40,000 |
| 3rd Street Youth Center and Clinic | |||||||
| 1728 Bancroft Ave | San Francisco | CA | 94124 | N/A | PC | To provide general operating support. | $100,000 |
| 'Aina Ho'okupu O Kilauea | |||||||
| PO Box 1023 | Kilauea | HI | 96754 | N/A | PC | To support the Kilauea Community Agricultural Center (KCAC) growth, organizational capacity building, and programs that uplift community ownership and access to healthy, local, cultural foods. | $100,000 |
| Alameda County Community Food Bank | |||||||
| 7900 Edgewater Drive | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $175,000 |
| Alameda Health System Foundation | |||||||
| 350 Frank H Ogawa Plaza 900 | Oakland | CA | 94612 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining new interdisciplinary inpatient palliative care at multiple sites. | $535,000 |
| Alameda Health System Foundation | |||||||
| 350 Frank H Ogawa Plaza 900 | Oakland | CA | 94612 | N/A | PC | To support wellness initiatives and activities. | $5,000 |
| Alzheimer's Association | |||||||
| 225 North Michigan Avenue Suite 17 | Chicago | IL | 60601 | N/A | PC | To provide general operating support. | $10,000 |
| Amalgamated Charitable Foundation | |||||||
| 1825 K Street Northeast | Washington | DC | 20002 | N/A | PC | To support the Ramaytush Ohlone Fund. | $25,000 |
| Article3org | |||||||
| 1007 General Kennedy Avenue Suite | San Francisco | CA | 94129 | N/A | POF | To sponsor the annual Human Rights Day event. | $25,000 |
| Asian American Futures | |||||||
| 15333 Culver Drive 340-2181 | Irvine | CA | 92604 | N/A | PC | To support the Activate AAPI California program. | $50,000 |
| Asian AmericansPacific Islanders in Philanthropy | |||||||
| 300 Frank H Ogawa Plaza Suite 290 | Oakland | CA | 94612 | N/A | PC | To provide membership dues. | $5,000 |
| Asian Health Services | |||||||
| 101 8th Street | Oakland | CA | 94607 | N/A | PC | To provide general operating support. | $10,000 |
| Asset Funders Network | |||||||
| 2045 West Grand Avenue Suite B | Chicago | IL | 60612 | N/A | PC | To provide general operating support. | $5,000 |
| Association of Black Foundation Executives | |||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | N/A | PC | To provide general operating support. | $5,000 |
| At the Crossroads | |||||||
| 167 Jessie Street | San Francisco | CA | 94105 | N/A | PC | To provide general operating support. | $25,000 |
| Bay Area PLAN | |||||||
| 7200 Bancroft Ave Suite 269 | Oakland | CA | 94605 | N/A | PC | To bolster existing cash assistance efforts primarily in Alameda County. | $81,000 |
| Borealis Philanthropy | |||||||
| PO Box 3295 | Minneapolis | MN | 55403 | N/A | PC | To support the Emerging LGBTQ Leaders of Color Fund. | $50,000 |
| Braven | |||||||
| 171 N Aberdeen | Chicago | IL | 60607 | N/A | PC | To provide general operating support. | $5,000 |
| California Association of Food Banks | |||||||
| 1624 Franklin St 722 | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $200,000 |
| California Budget & Policy Center | |||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | N/A | PC | To provide general operating support. | $100,000 |
| CalNonprofits | |||||||
| 870 Market Street 985 | SanFrancisco | CA | 94102 | N/A | PC | To provide general operating support. | $5,000 |
| Center for Equity and Inclusion | |||||||
| 5757 SW Macadam Avenue | Portland | OR | 97239 | N/A | NC | To establish a two-year Equity Fellowship program to train emerging leaders to facilitate cross-sector diversity, equity, and inclusion transformation work. | $376,765 |
| Centro Latino De San Francisco | |||||||
| 1656 15th St | San Francisco | CA | 94103 | N/A | PC | To provide general operating support. | $10,000 |
| Children Now | |||||||
| 1404 Franklin Street Suite 700 | Oakland | CA | 94612 | N/A | PC | To increase organizational capacity to conduct the research, policy development, and advocacy needed to push California to establish a priority focus on child health outcomes. | $166,000 |
| Children Now | |||||||
| 1404 Franklin Street Suite 700 | Oakland | CA | 94612 | N/A | PC | To increase organizational capacity to conduct research and advocacy needed to push California to establish a priority focus in issues of higher education, particularly related to COVID. | $220,000 |
| Chinese American Coalition for Compassionate Care | |||||||
| PO Box 276 | Cupertino | CA | 95015 | N/A | PC | To provide general operating support. | $10,000 |
| Chinese Community Health Resource Center | |||||||
| 845 Jackson Street | San Francisco | CA | 94133 | N/A | PC | To provide general operating support. | $10,000 |
| Coalition for Compassionate Care of California | |||||||
| 1331 Garden Hwy 100 | Sacramento | CA | 95833 | N/A | PC | To provide general operating support. | $10,000 |
| Coalition for Humane Immigrant Rights | |||||||
| 2533 W 3rd Street Suite 101 | Los Angeles | CA | 900571096 | N/A | PC | To support emerging cash support efforts for undocumented students through Dream Resource Centers at postsecondary institutions primarily in the Bay Area. | $80,000 |
| Coalition to Transform Advanced Care | |||||||
| 1299 Pennsylvania Avenue NW Ste 11 | Washington | DC | 20004 | N/A | PC | To support serious illness care payment reform efforts. | $300,000 |
| Code for America Labs Inc | |||||||
| 972 Mission Street 5th Floor | San Francisco | CA | 94103 | N/A | PC | To support Code for America's programs to increase college students' GetCalFresh applications and approvals through a statewide outreach campaign, GCF equity research and CBO partnership support, retention support, and digital outreach. | $304,000 |
| Coleman Advocates for Children & Youth | |||||||
| 459 Vienna Street | San Francisco | CA | 94112 | N/A | PC | To support piloting Equity Champions, parent and guardians partnered with youth teams at a Bayview school, to monitor the school's practice of its equity values and youth and families' experience of equity and schooling, in partnership with Young Community. | $75,000 |
| Coleman Advocates for Children & Youth | |||||||
| 459 Vienna Street | San Francisco | CA | 94112 | N/A | PC | To support the fellowship program by the Students Making a Change project. | $200,000 |
| Collaborative Support Services | |||||||
| 720 University Avenue Suite 200 | Los Gatos | CA | 95032 | N/A | PC | To support the Commit to Keiki 2022 project. | $150,000 |
| Collective Impact | |||||||
| PO Box 156853 | San Francisco | CA | 94115 | N/A | PC | To support the MegaBlack SF project. | $50,000 |
| Comfort Homesake Inc | |||||||
| 6955 Foothill Blvd | Oakland | CA | 94605 | N/A | PC | To provide general operating support. | $10,000 |
| Common Cause Education Fund | |||||||
| 805 15th Street NW Suite 800 | Washington | DC | 20005 | N/A | PC | To provide general operating support. | $75,000 |
| Community Financial Resources | |||||||
| 4100 Redwood Rd Ste 20a 433 | Oakland | CA | 94619 | N/A | PC | To provide emergency cash assistance to undocumented students as a form of incentive for legal intake services in partnership with the Immigrants Rising project of Community Initiatives. | $62,256 |
| Community Initiatives | |||||||
| 1000 Broadway Suite 480 | Oakland | CA | 94607 | N/A | PC | To support the Bay Area Early Childhood Funders project. | $5,000 |
| Community Initiatives | |||||||
| 1000 Broadway Suite 480 | Oakland | CA | 94607 | N/A | PC | To support the Black Funders Network of the Bay Area project. | $5,000 |
| Community Initiatives | |||||||
| 1000 Broadway Suite 480 | Oakland | CA | 94607 | N/A | PC | To support the Immigrants Rising project to provide emergency cash assistance to undocumented students in partnership with Community Financial Resources as a form of incentive for legal intake services. | $17,744 |
| Community Youth Center of San Francisco | |||||||
| 1038 Post St | San Francisco | CA | 94109 | N/A | PC | To support the API council project. | $5,000 |
| Compassion & Choices | |||||||
| POBox 101810 | Denver | CO | 80250 | N/A | PC | To support organizing work in California. | $150,000 |
| Compassion & Choices | |||||||
| POBox 101810 | Denver | CO | 80250 | N/A | PC | To support organizing work in Hawai'i | $500,000 |
| CompassPoint | |||||||
| 500 12th Street Suite 320 | Oakland | CA | 94607 | N/A | PC | To provide general operating support. | $5,000 |
| Coop Careers | |||||||
| 1177 6th Avenue | New York | NY | 10036 | N/A | PC | To support scaling the organization's 16-week flagship program to serve 40% more graduates year-over-year. | $400,000 |
| Council for Native Hawaiian Advancement | |||||||
| 91-1270 Kinoiki Street Building 1 | Kapolei | HI | 96707 | N/A | PC | To provide general operating support. | $25,000 |
| Daybreak Adult Care Centers | |||||||
| 510 17th Street Suite 200 | Oakland | CA | 94612 | N/A | PC | To support the implementation and development of the Co-op Adult Day Community Pilot Program with The Institute on Aging. | $183,500 |
| DevMission | |||||||
| 360 Valencia Street | San Francisco | CA | 94103 | N/A | PC | To support the Community Technology Association program serving low-income and affordable housing communities. | $500,000 |
| DevMission | |||||||
| 360 Valencia Street | San Francisco | CA | 94103 | N/A | PC | To sponsor the Dev/Mission 2021 Youth Benefit. | $5,000 |
| Domestic Violence Action Center | |||||||
| PO Box 3198 | Honolulu | HI | 96801 | N/A | PC | To provide general operating support. | $50,000 |
| Dream Corps | |||||||
| 436 14th Street | Oakland | CA | 94612 | N/A | PC | To support the job training program and develop a direct pipeline into tech jobs for underrepresented talent. | $400,000 |
| East Bay Community Foundation | |||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative. | $150,000 |
| East Bay Community Foundation | |||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | To provide general operating support and to support marketing and communications for the ASCEND-BLO project. | $500,000 |
| Eat Learn Play Foundation | |||||||
| 985 3rd St Unit C | Oakland | CA | 94607 | N/A | PC | To support the Eat Learn Play Bus program. | $500,000 |
| Ecological Farming Association | |||||||
| 2901 Park Avenue Suite D-2 | Soquel | CA | 95073 | N/A | PC | To sponsor the 2022 Ecofarm conference. | $10,000 |
| EdSource Inc | |||||||
| 436 14th Street Suite 310 | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $5,000 |
| EdSource Inc | |||||||
| 436 14th Street Suite 310 | Oakland | CA | 94612 | N/A | PC | To generate high-quality and high-impact journalism intended to contribute to systems change, college completion, and/or reform efforts in California postsecondary education. | $150,000 |
| Educational Results Partnership | |||||||
| 2300 N ST Suite 3 | Sacramento | CA | 958165757 | N/A | PC | To support the initial build out of a data platform prototype that will centralize postsecondary, wage, and career data as part of the UniteSF initiative. | $50,000 |
| EPIC 'Ohana Inc | |||||||
| 1130 N Nimtz Hwy C210 | Honolulu | HI | 96817 | N/A | PC | To provide general operating support. | $50,000 |
| Esq Apprentice | |||||||
| PO Box 24152 | Oakland | CA | 94623 | N/A | PC | To support organizational capacity building for the apprenticeship program. | $250,000 |
| Evolve CA Education Fund Inc | |||||||
| 1385 Mission St Ste 300 | San Francisco | CA | 94103 | N/A | PC | To provide general operating support. | $155,000 |
| Faith in Action Network | |||||||
| 171 Santa Rosa Avenue | Oakland | CA | 94610 | N/A | PC | To support wellness initiatives and activities | $5,000 |
| Family Caregiver Alliance | |||||||
| 235 Montgomery Street Suite 930 | San Francisco | CA | 941043002 | N/A | PC | To provide general operating support. | $10,000 |
| Family Resource Center | |||||||
| PO Box 5006 | Fremont | CA | 94537 | N/A | PC | To support the City of Fremont. | $10,000 |
| Filipino Advocates for Justice | |||||||
| 310 8th St 309 | Oakland | CA | 94607 | N/A | PC | To provide general operating support. | $75,000 |
| Funders for LGBTQ Issues | |||||||
| 45 West 36th Street 8th Floor | New York | NY | 10018 | N/A | PC | To provide general operating support. | $5,000 |
| GLIDE Foundation | |||||||
| 330 Ellis Street | San Francisco | CA | 94102 | N/A | PC | To provide general operating support. | $10,000 |
| Grantmakers Concerned with Immigrants and Refugees | |||||||
| PO Box 1100 | Sebastopol | CA | 95473 | N/A | PC | To provide general operating support. | $5,000 |
| Grantmakers for Effective Organizations | |||||||
| 1310 L Street Northwest Suite 650 | Washington | DC | 20005 | N/A | PC | To provide membership dues. | $14,000 |
| Grantmakers In Aging | |||||||
| 2001 Jefferson Davis Highway Suite | Arlington | VA | 22202 | N/A | PC | To support the Serious Illness and End-of-Life Care Collaborative. | $30,000 |
| Grantmakers in Health | |||||||
| 1100 Connecticut Avenue NW Suite 1 | Washington | DC | 20036 | N/A | PC | To support activities to encourage more funders to support serious illness and end-of-life care. | $10,000 |
| Hawai'i Appleseed Center for Law and Economic Just | |||||||
| 733 Bishop Street Ste 1180 | Honolulu | HI | 96813 | N/A | PC | To support HI Appleseed's work to develop a food-as-medicine strategy for the state of Hawai'i, with the goal of obtaining long-term coverage for medically supportive food and nutrition under HI Medicaid. | $25,000 |
| Hawai'i Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To support the COFA Medicaid enrollment efforts of The Fund for Health Equity. | $100,000 |
| Hawai'i Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To provide general operating support. | $1,000,000 |
| Hawai'i Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To support membership for the Hawai'i Workforce Funders Collaborative (HWFC). | $25,000 |
| Hawai'i Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To strengthen the early childhood workforce's ability to address childhood trauma and address systemic barriers to improving behavioral health supports and services in Hawai`i through the Promising Minds Initiative. | $100,000 |
| Hawai'i Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To support the development of disaster preparedness and organizational capacity efforts of the Hawaii Nonprofit Disaster Resilience Cohort. | $15,000 |
| Hawai'i Foodbank Inc | |||||||
| 2611 Kilihau Street | Honolulu | HI | 96819 | N/A | PC | To support strategic planning processes focused on disaster preparedness and resilience planning. | $75,000 |
| Hawaii Public Health Institute | |||||||
| 850 Richards St Ste 201 | Honolulu | HI | 96813 | N/A | PC | To support Kupuna Food Security Coalition's work to strengthen Community-Based Food Systems and Support Aging in Place Among Kupuna. | $250,000 |
| Hawai'i Public Television Foundation | |||||||
| PO Box 29606 | Honolulu | HI | 968202006 | N/A | PC | To support the Hiki No program. | $250,000 |
| Healthy Mothers Healthy Babies Coalition of Hawaii | |||||||
| 245 N Kukui Street 102a | Honolulu | HI | 96817 | N/A | PC | To provide general operating support. | $25,000 |
| Hispanics in Philanthropy | |||||||
| 414 13th Street 200 | Oakland | CA | 94612 | N/A | PC | To provide membership dues. | $5,000 |
| Ho'okua'aina | |||||||
| 916 Auloa Road | Kailua | HI | 96734 | N/A | PC | To provide general operating support. | $50,000 |
| Hui Malama i ke Ala Ulili | |||||||
| PO Box 6 | Paauilo | HI | 96776 | N/A | PC | To support the development of two integrated plans for agroforestry, community food production, a land regeneration plan, and a mission aligned business plan. | $72,000 |
| Immigrant Legal Defense | |||||||
| 1322 Webster Street Suite 300 | Oakland | CA | 94612 | N/A | PC | To provide emergency cash assistance to undocumented students in partnership with California State Universities (CSUs) and FII-National. | $12,000 |
| Jewish Vocational Services | |||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | N/A | PC | To provide general operating support. | $5,000 |
| Justice Funders | |||||||
| 1310 L St NW Suite 650 | Washington | DC | 20005 | N/A | PC | To provide membership dues. | $15,000 |
| Justice Funders | |||||||
| 436 14th St Ste 700 | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $50,000 |
| Kahua Paa Mua Inc | |||||||
| PO Box 896 | Kapaau | HI | 96755 | N/A | PC | To support an initiative in engaging young folks primarily from the Kohala region of the Big Island, which will survey and interview students in Hawai'i about their experiences amid COVID-19. | $9,000 |
| Kahua Paa Mua Inc | |||||||
| PO Box 896 | Kapaau | HI | 96755 | N/A | PC | To support the growth of local foods, community resiliency, intergenerational education, and healthy local food access. | $70,000 |
| Kaiser Foundation Health Plan of Washington | |||||||
| 1 Kaiser Plaza Ste 151 | Oakland | CA | 94612 | N/A | PC | To partner with The Primary School - East Palo Alto?s project The Primary School to evaluate the effectiveness of The Primary School Bay Area project's expanded parent coaching program. | $45,000 |
| Kaiser Foundation Hospitals | |||||||
| 2701 NW Vaughn St Ste 490 | Portland | OR | 97210 | N/A | PC | To implement serious illness care programs including rollout of home-based palliative care in San Francisco and a variety of caregiver support, advance care planning, and skilled nursing facility pilots in Alameda county. | $913,000 |
| KAKO'O OIWI | |||||||
| 46-005 Kawa St Ste 104 | Kaneohe | HI | 96744 | N/A | PC | To provide general operating support. | $60,000 |
| Kokua Kalihi Valley Comprehensive Family Services | |||||||
| 2239 N School St | Honolulu | HI | 96819 | N/A | PC | To provide general operating support. | $5,000 |
| La Cocina | |||||||
| 2948 Folsom Street | San Francisco | CA | 94110 | N/A | PC | To provide general operating support. | $75,000 |
| LeadersUp | |||||||
| 830 Traction Avenue 3A Hub | Los Angeles | CA | 90013 | N/A | PC | To provide general operating support. | $5,000 |
| LifeLong Medical Care | |||||||
| 2344 Sixth Street | Berkeley | CA | 94710 | N/A | PC | To provide general operating support. | $10,000 |
| Living Jazz | |||||||
| 1728 San Pablo Avenue | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $50,000 |
| Mandela Partners | |||||||
| 1364 7th Street c/o Dana Harvey | Oakland | CA | 94607 | N/A | PC | To provide general operating support. | $45,000 |
| MarketSkills Inc | |||||||
| 3105 San Pablo Ave | Oakland | CA | 94608 | N/A | PC | To support the Community Foods project. | $100,000 |
| Meals on Wheels of Alameda County (MOWAC) | |||||||
| 1721 Broadway | Oakland | CA | 94612 | N/A | PC | To support the Senior Services Coalition of Alameda County project. | $10,000 |
| Meals on Wheels of Alameda County (MOWAC) | |||||||
| 1721 Broadway | Oakland | CA | 94612 | N/A | PC | To support the Senior Services Coaliton of Alameda County project's Readying CBOs for CalAIM and No Wrong Door in Alameda County initiative. | $163,500 |
| Mercy Housing California | |||||||
| 1256 Market Street | San Francisco | CA | 94102 | N/A | PC | To provide general operating support. | $5,000 |
| Mission Neighborhood Centers Inc | |||||||
| 362 Capp Street | San Francisco | CA | 94110 | N/A | PC | To provide general operating support. | $10,000 |
| National Center for Family Philanthropy | |||||||
| 1667 K Street Northwest 550 | Washington | DC | 20006 | N/A | PC | To provide general operating support. | $5,000 |
| National Committee on Responsive Philanthropy | |||||||
| 1900 L Street Nw 825 | Washington | DC | 20036 | N/A | PC | To provide general operating support. | $25,000 |
| National Committee on Responsive Philanthropy | |||||||
| 1900 L Street Nw 825 | Washington | DC | 20036 | N/A | PC | To provide membership dues. | $15,000 |
| Native American Health Center | |||||||
| 2920 International Boulevard 2nd F | Oakland | CA | 94601 | N/A | PC | To provide general operating support. | $75,000 |
| Native Americans in Philanthropy | |||||||
| 1140 3rd Street Northeast 2nd Floo | Washington | DC | 20002 | N/A | PC | To provide general operating support. | $5,000 |
| Neighborhood Funders Group | |||||||
| 436 14th Street Suite 425 | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $5,000 |
| New Breath Foundation | |||||||
| 1999 Harrison Street | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $100,000 |
| New Venture Fund | |||||||
| 1201 Connecticut Avenue NW Suite 3 | Washington | DC | 20036 | N/A | PC | To support the California Children's Trust project. | $100,000 |
| Nonprofit Finance Fund | |||||||
| 5 Hanover Square 9th Floor | New York | NY | 10004 | N/A | PC | To support and strengthen local BIPOC-led nonprofit organizations that are providing critical services in communities of color who have been disproportionately affected by the COVID pandemic. | $250,000 |
| North East Medical Services (NEMS) | |||||||
| 2171 Junipero Serra Boulevard | Daly City | CA | 94014 | N/A | PC | To provide general operating support. | $10,000 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | N/A | PC | To provide general operating support. | $150,000 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | N/A | PC | To provide membership dues. | $17,500 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | N/A | PC | To support Phase 2 of the Youth Power Fund project. | $200,000 |
| Nourish California | |||||||
| 1970 Broadway Suite 760 | Oakland | CA | 94612 | N/A | PC | To engage and mobilize local communities in driving policy and advocacy efforts. | $7,500 |
| Nourish California | |||||||
| 1970 Broadway Suite 760 | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $75,000 |
| O Maku'u ke Kahua Community Center | |||||||
| 15-2131 Pahoa-Keaau Hwy | Pahoa | HI | 96778 | N/A | PC | To support an initiative in engaging young folks primarily from the district of Puna, which will survey and interview students in Hawai'i about their experiences amid COVID-19. | $15,000 |
| Oakland Kids First | |||||||
| 3700 E 12th Street Suite 3 | Oakland | CA | 94601 | N/A | PC | To provide general operating support. | $5,000 |
| Oakland Promise | |||||||
| 300 Frank H Ogawa Plaza Suite 430 | Oakland | CA | 94612 | N/A | PC | To support wellness initiatives and activities. | $5,000 |
| Oakland Public Education Fund | |||||||
| PO Box 71005 | Oakland | CA | 94612 | N/A | PC | To support Youth Beat's launch of a media careers apprenticeship program focusing on low-income, Black, Indigenous, People of Color young adults in Oakland. | $250,000 |
| Oakland Unified School District | |||||||
| 1000 Broadway Ste 450 | Oakland | CA | 94607 | N/A | GOV | To support community-based organization coordination and advising professional development within the Oakland Unified School District. | $250,000 |
| Oakland Unified School District | |||||||
| 1000 Broadway Ste 450 | Oakland | CA | 94607 | N/A | GOV | To support efforts to achieve a higher rate of students graduating with postsecondary plans, OUSD will stipend individual(s) and community-based organizations to update site-based post-secondary outcome trackers. | $20,000 |
| On Lok Day Services | |||||||
| 1333 Bush St | San Francisco | CA | 94109 | N/A | PC | To provide general operating support. | $20,000 |
| Open Door Legal | |||||||
| 4634 3rd St | San Francisco | CA | 94124 | N/A | PC | To provide general operating support. | $10,000 |
| Open Medicine Foundation | |||||||
| 29302 Laro Drive | Agoura Hills | CA | 91301 | N/A | PC | To support research efforts at the Collaborative Research Centers and to support the expansion of fund development infrastructure. | $333,334 |
| Open Medicine Foundation | |||||||
| 29302 Laro Drive | Agoura Hills | CA | 91301 | N/A | PC | To provide general operating support. | $1,000,000 |
| PEAK Grantmaking | |||||||
| 1701 Pennsylvania Avenue Northwest | Washington DC | DC | 20006 | N/A | PC | To provide general operating support. | $50,000 |
| Planting Justice | |||||||
| 319 105th Avenue | Oakland | CA | 94603 | N/A | PC | To support the renovation of Planting Justice's newly acquired plant nursery and community food enterprise space in deep East Oakland. | $250,000 |
| Plymouth United Church of Christ | |||||||
| 204 E Lockwood Ave | Saint Louis | MO | 63119 | N/A | PC | To provide general operating support. | $10,000 |
| PolicyLink | |||||||
| 1438 Webster Street Suite 303 | Oakland | CA | 94612 | N/A | PC | To support the Convergence Partnership fund project. | $50,000 |
| Power California | |||||||
| 530 South Boyle Avenue | Los Angeles | CA | 90033 | N/A | PC | To provide general operating support. | $55,000 |
| Promedica Foundation | |||||||
| 444 N Summit St | Toledo | OH | 43604 | N/A | PC | To support the Manor Care - Hospice Services project. | $10,000 |
| Public Health Institute | |||||||
| 555 12 Street Suite 290 | Oakland | CA | 94607 | N/A | PC | To support the long-term sustainability of the Alameda County Care Alliance project. | $150,000 |
| Public Health Institute | |||||||
| 555 12 Street Suite 290 | Oakland | CA | 94607 | N/A | PC | To support the Alameda County Care Alliance Project. | $20,000 |
| Race Forward | |||||||
| 145 East 57th Street 4th Floor | New York | NY | 10022 | N/A | PC | To provide general operating support. | $25,000 |
| Rafiki Coalition for Health and Wellness | |||||||
| 601 Cesar Chavez | San Francisco | CA | 94124 | N/A | PC | To provide general operating support. | $10,000 |
| Rafiki Coalition for Health and Wellness | |||||||
| 601 Cesar Chavez | San Francisco | CA | 94124 | N/A | PC | To support the Pregnancy Pop-Up Village and related maternal healthcare services in San Francisco's Bayview neighborhood. | $150,000 |
| Residential Youth Services & Empowerment | |||||||
| 42-470 Kalanianaole Highway | Kailua | HI | 96734 | N/A | PC | To support emergency cash assistance to unhoused youth ages 18-24 in Hawai'i. | $25,000 |
| Richmond Community Foundation | |||||||
| 1014 Florida Avenue Ste 200 | Richmond | CA | 94804 | N/A | PC | To support the Community Leadership Institute project. | $45,000 |
| Roots Community Health Center | |||||||
| 9925 International Boulevard | Oakland | CA | 94603 | N/A | PC | To support the project, the Mothers-for-Mothers Postpartum Justice Project. | $30,000 |
| Roots Community Health Center | |||||||
| 9925 International Boulevard | Oakland | CA | 94603 | N/A | PC | To provide general operating support. | $120,000 |
| Rose Foundation for Communities and the Environmen | |||||||
| 201 4th Street Suite 102 | Oakland | CA | 94607 | N/A | PC | To support the New Voices are Rising program. | $10,000 |
| Safe & Sound | |||||||
| 1757 Waller Street | San Francisco | CA | 94117 | N/A | PC | To provide general operating support. | $10,000 |
| Safe Time Home Sharing Inc | |||||||
| 18 Sunset Drive | Kensington | CA | 94707 | N/A | PC | To support emerging cash support efforts for undocumented/mixed-status and low-income families and students in Oakland via Safe Time in partnership with East Oakland DREAMers project of the Tides Foundation. | $80,000 |
| Saint Francis Foundation | |||||||
| 900 Hyde St 1208 | San Francisco | CA | 94109 | N/A | PC | To support the Dignity Health palliative care project. | $10,000 |
| San Francisco Achievers | |||||||
| 275 5th Street 3rd Floor | San Francisco | CA | 94103 | N/A | PC | To provide general operating support. | $25,000 |
| San Francisco Foundation | |||||||
| One Embarcadero Center Suite 1400 | San Francisco | CA | 94111 | N/A | PC | To support membership in the ReWork the Bay Area for 2021 to 2022. | $150,000 |
| San Francisco State University | |||||||
| 1600 Holloway Avenue | San Francisco | CA | 94132 | N/A | GOV | To support the development and implementation of predictive analytics and proactive advising. | $1,690,333 |
| San Francisco State University | |||||||
| 1600 Holloway Avenue | San Francisco | CA | 94132 | N/A | GOV | To support belonging and persistence programming among second-year students in the Metro Program. | $122,000 |
| San Francisco State University | |||||||
| 1600 Holloway Avenue | San Francisco | CA | 94132 | N/A | GOV | To support SOUL Lab to provide culturally and community responsive methodologies and technical assistance that strengthen a community's capacity to use data to mobilize action on local priorities. | $200,000 |
| San Leandro Unified School District | |||||||
| 835 East 14th Street Suite 200 | San Leandro | CA | 94577 | N/A | GOV | To support infrastructure costs for the district to build a new walk-in refrigerator which will allow the district to purchase directly from manufacturers, purchase higher quality products, and generate more scratch-cooked meals. | $75,000 |
| Self-Help for the Elderly | |||||||
| 731 Sansome Street Suite 100 | San Francisco | CA | 94111 | N/A | PC | To provide general operating support. | $30,000 |
| SF Black Wall Street Foundation | |||||||
| 744 Innes Avenue | San Francisco | CA | 94124 | N/A | PC | To provide general operating support. | $10,000 |
| Share Our Strength | |||||||
| 1030 15th StNW Suite 1100 W | Washington | DC | 20005 | N/A | PC | To support the expansion of the evidence-based Breakfast After the Bell program in San Francisco and Oakland. | $250,000 |
| Share Our Strength | |||||||
| 1030 15th StNW Suite 1100 W | Washington | DC | 20005 | N/A | PC | To support No Kid Hungry's Monday Fund - Hawai'i: SNAP Innovation Project. | $240,000 |
| Silicon Valley Community Foundation | |||||||
| 2440 West El Camino Real Suite 300 | Mountain View | CA | 940401498 | N/A | PC | To support the California Black Freedom Fund project. | $250,000 |
| Sogorea Te' Land Trust | |||||||
| 2501 Harrison Street | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $25,000 |
| Solidaire Network | |||||||
| 1330 Broadway 3rd Floor | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $50,000 |
| Spark SF Public Schools | |||||||
| 135 Van Ness Avenue Room 119 | San Francisco | CA | 94102 | N/A | PC | To support community-based organization coordination and advising professional development within the San Francisco Unified School District. | $250,000 |
| Spark SF Public Schools | |||||||
| 135 Van Ness Avenue Room 119 | San Francisco | CA | 94102 | N/A | PC | To support hardware and software upgrades to the district's Student Nutrition Services platform to provide more effective ways to access data for analysis, reporting, and data-driven decision making. | $200,000 |
| Stanford University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | N/A | PC | To continue to evaluate the implementation and effectiveness of health system-led serious illness care programming funded by the Stupski Foundation, informing future grantmaking strategy. | $278,428 |
| Stanford University School of Medicine | |||||||
| 291 Campus Drive Li Ka Shing Buildi | Stanford | CA | 943055101 | N/A | PC | To explore, investigate, and examine perceptions of school readiness and parent self-confidence promoting school readiness during the COVID-19 pandemic. | $45,000 |
| Street Level Health Project | |||||||
| 3125 E 15th Street | Oakland | CA | 94601 | N/A | PC | To provide general operating support. | $10,000 |
| Sustainable Economies Law Center | |||||||
| 1428 Franklin Street | Oakland | CA | 94612 | N/A | PC | To support the Repaired Nations project's pipeline into cooperative jobs for under-represented talent program. | $225,000 |
| Sutter Bay Medical Foundation | |||||||
| 795 El Camino Real | Palo Alto | CA | 94301 | N/A | PC | To implement serious illness care programs extending home-based palliative care coverage in Alameda county. | $1,595,000 |
| The Education Trust | |||||||
| 1501 K Street Northwest Suite 200 | Washington | DC | 20005 | N/A | PC | To provide general operating support. | $5,000 |
| The Kohala Center | |||||||
| PO Box 437462 | Kamuela | HI | 96743 | N/A | PC | To support the Full Calabash Fund. | $250,000 |
| The Kohala Center | |||||||
| PO Box 437462 | Kamuela | HI | 96743 | N/A | PC | To support customer outreach and marketing, and the acceleration of SNAP-EBT and Double Up Food Bucks (DABUX) capacity, research, and delivery. | $55,000 |
| The Primary School-East Palo Alto | |||||||
| 340 Palladio Parkway Ste 540 | Folsom | CA | 95630 | N/A | PC | To support The Primary School project's evaluation project of The Primary School Bay Area project's expanded parent coaching program in partnership with Kaiser Foundation Health Plan of Washington. | $30,000 |
| The Regents of the UC Berkeley | |||||||
| 2195 Hearst Ave Rm 120 | Berkeley | CA | 94720 | N/A | PC | To support the Center for Educational Partnerships to support the strategic growth of innovative college access and college success programming within the Oakland Unified School District. | $283,000 |
| The Regents of the University of California SF | |||||||
| 1111 Frankin Street | Oakland | CA | 94607 | N/A | PC | To implement serious illness care programs including systemwide screening of patients for various needs and appropriate referral to tailored services. | $510,000 |
| The Regents of the University of California SF | |||||||
| 1111 Frankin Street | Oakland | CA | 94607 | N/A | PC | To support the implementation, scaling and sustainability of proven clinical models to detect and treat toxic stress and promote resilience amongst children aged 0-3 in San Francisco and Alameda counties. | $315,000 |
| The Unity Council | |||||||
| 1900 Fruitvale Ave Ste 2A Suite 2A | Oakland | CA | 94601 | N/A | PC | To provide general operating support. | $10,000 |
| The Unity Council | |||||||
| 1900 Fruitvale Ave Ste 2A Suite 2A | Oakland | CA | 94601 | N/A | PC | To support organizational wellness practices. | $5,000 |
| The Women's Foundation of California | |||||||
| 300 Frank H Ogawa Plaza Suite 420 | Oakland | CA | 94612 | N/A | PC | To contribute to the Community Power Fund. | $25,000 |
| Thriving in Place | |||||||
| 832 Folsom St Fl 9 | San Francisco | CA | 94107 | N/A | PC | To support the Palliative Care Working Group project's Learning Journeys within the Latinx community, Chinese community, and the racially diverse neighborhoods of the Western Addition and Bayview to learn about the availability of current family caregiver | $64,000 |
| Thriving in Place | |||||||
| 832 Folsom St Fl 9 | San Francisco | CA | 94107 | N/A | PC | To provide general operating support. | $10,000 |
| Tides Center | |||||||
| 1012 Torney Avenue | San Francisco | CA | 94129 | N/A | PC | To provide membership dues for the Emerging Practitioners in Philanthropy project. | $7,500 |
| Tides Center | |||||||
| 1012 Torney Avenue | San Francisco | CA | 94129 | N/A | PC | To support the Philanthropic Initiative for Racial Equity project. | $10,000 |
| Tides Center | |||||||
| 1012 Torney Avenue | San Francisco | CA | 94129 | N/A | PC | To support the PODER project. | $75,000 |
| Tides Foundation | |||||||
| PO Box 29903 | San Francisco | CA | 94129 | N/A | PC | To support the California Dignity for Families Fund project. | $50,000 |
| Tides Foundation | |||||||
| PO Box 29903 | San Francisco | CA | 94129 | N/A | PC | To support the Movement Voter Fund. | $150,000 |
| uAspire | |||||||
| 31 Milk Street Suite 900 | Boston | MA | 02109 | N/A | PC | To expand CBO-led 12th grade, summer, and postsecondary college affordability student advising to targeted Oakland and San Francisco unified school district schools, and to train counselors and other school site staff on specific college affordability con | $400,000 |
| uAspire | |||||||
| 31 Milk Street Suite 900 | Boston | MA | 02109 | N/A | PC | To provide general operating support. | $5,000 |
| uAspire | |||||||
| 31 Milk Street Suite 900 | Boston | MA | 02109 | N/A | PC | To support a financial capacity-building project. | $7,500 |
| uAspire | |||||||
| 31 Milk Street Suite 900 | Boston | MA | 02109 | N/A | PC | To support engagement of community-based organizations and district partners through a financial aid survey and research, learning, and evaluation project. | $20,000 |
| UC Hastings Foundation | |||||||
| 200 McAllister Street | San Francisco | CA | 94102 | N/A | PC | To support 3-5 colleges/universities in San Francisco, Alameda and/or Hawaii with implementing policies and practices to eliminate barriers to pregnant and parenting students' graduation. | $200,000 |
| UCSF Benioff Children's Hospitals Foundation | |||||||
| 2201 Broadway Suite 600 | Oakland | CA | 946123017 | N/A | PC | To support the Ready! Resilient! Rising! Project in Alameda County. | $527,500 |
| University of California Berkeley Foundation | |||||||
| 1995 University Avenue Ste 401 | Berkeley | CA | 94704 | N/A | PC | To support the Center for Educational Partnerships. | $5,000 |
| University of California Berkeley Foundation | |||||||
| 1995 Univeristy Ave Suite 401 | Berkeley | CA | 94704 | N/A | PC | To provide additional graduation and scholarships support for financial aid application completion, matriculation, and graduation through a partnership with the Oakland Unified School District. | $20,000 |
| University of California San Francisco Foundation | |||||||
| PO Box 45339 | San Francisco | CA | 94145 | N/A | PC | To support the Ready! Resilient! Rising! Projects in San Francisco and Alameda counties. | $680,000 |
| University of Hawai'i Foundation | |||||||
| PO Box 11270 | Honolulu | HI | 96828 | N/A | PC | To support the collaboration between Hawai'i P-20 Partnerships for Education and the University of Hawai'i Community Colleges to increase Hawai'i's public high school graduates' college-going rate. | $1,000,000 |
| University of Hawai'i Foundation | |||||||
| PO Box 11270 | Honolulu | HI | 96828 | N/A | PC | To support the collaboration between Hawai'i P-20 Partnerships for Education and the University of Hawai'i Community Colleges to increase Hawai'i's public high school graduates' college-going rate. | $8,000 |
| UpTogether (formerly FII-National) | |||||||
| PO Box 71363 | Oakland | CA | 94612 | N/A | PC | To provide emergency cash assistance to undocumented students in partnership with California State Universities (CSUs) and Immigrant Legal Defense. | $68,000 |
| Urban Ed Academy | |||||||
| 1485 Bayshore Boulevard | San Francisco | CA | 94124 | N/A | PC | To support the Man the Bay (MTB) workforce development fellowship program. | $300,000 |
| Urban Ed Academy | |||||||
| 1485 Bayshore Boulevard | San Francisco | CA | 94124 | N/A | PC | To sponsor the 2021 Urban Ed Academy Gala. | $5,000 |
| Vietnamese American Community Center of the E Bay | |||||||
| 655 International Boulevard | Oakland | CA | 94606 | N/A | PC | To provide general operating support. | $10,000 |
| Visin y Compromiso | |||||||
| 1000 Alameda St Suite 300 | Los Angeles | CA | 90012 | N/A | PC | To provide general operating support. | $20,000 |
| Wai-anae Community Re-Development Corporation | |||||||
| P O Box 441 | Waianae | HI | 967920441 | N/A | PC | To support wellness initiatives and activities. | $5,000 |
| Wai-anae Community Re-Development Corporation | |||||||
| P O Box 441 | Waianae | HI | 967920441 | N/A | PC | To support MA'O's O Ka Leo O Ka Manu: The Voices of Youth initiative, which will survey and interview students in Hawai'i about their experiences amid COVID-19. | $10,000 |
| Washington Hospital Healthcare Foundation | |||||||
| 2000 Mowry Avenue | Fremont | CA | 94538 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service. | $166,666 |
| Western Center on Law & Poverty | |||||||
| 3701 Wilshire Blvd Ste 208 | Los Angelea | CA | 90010 | N/A | PC | To provide general operating support. | $250,000 |
| Westside Community Services | |||||||
| 1153 Oak Street | San Francisco | CA | 94117 | N/A | PC | To provide general operating support. | $100,000 |
| Women Helping Women | |||||||
| 1935 Main St Ste 202 | Wailuku | HI | 96793 | N/A | PC | To provide general operating support and cash assistance for women with children. | $25,000 |
| Women's Funding Network | |||||||
| 57 Post Street Suite 801 | San Francisco | CA | 94104 | N/A | PC | To provide general operating support. | $5,000 |
| Young Community Developers | |||||||
| 1715 Yosemite Avenue | San Francisco | CA | 94124 | N/A | PC | To support developing elementary level Personalized Success Plans, integrating them into Bayview schools, and partnering/bridging with Coleman Advocates with the work Equity Champions will take up. | $75,000 |
| Youth Uprising | |||||||
| 8711 MacArthur Boulevard | Oakland | CA | 94605 | N/A | PC | To provide general operating support. | $100,000 |
| Zen Caregiving Project | |||||||
| 273 Page St | San Francisco | CA | 94102 | N/A | PC | To provide additional support for a trial and evaluation of an online Mindful Caregiver Education (MCE) program targeting around 210 participants. | $9,800 |
| Zen Caregiving Project | |||||||
| 273 Page St | San Francisco | CA | 94102 | N/A | PC | To provide general operating support. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,525,826 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 Degrees | |||||||
| 1650 Los Gamos Road Suite 110 | San Rafael | CA | 94903 | N/A | PC | To support the strategic growth of innovative College Access and College Success Programming in the San Francisco Unified School District. | $300,000 |
| Public Health Institute | |||||||
| 555 12th Street 10th Floor | Oakland | CA | 94607 | N/A | PC | To support the long-term sustainability of the Alameda County Care Alliance project. | $375,000 |
| California Association of Food Banks | |||||||
| 1624 Franklin St 722 | Oakland | CA | 94612 | N/A | PC | To provide general operating support. | $200,000 |
| California State University East Bay Foundation | |||||||
| 25800 Carlos Bee Blvd Cashiers Off | HAYWARD | CA | 94542 | N/A | PC | To support the development and implementation of predictive analytics and proactive advising. | $1,333,334 |
| The Regents of the UC Berkeley | |||||||
| 2195 Hearst Ave Rm 120 | Berkeley | CA | 94720 | N/A | PC | To support the Center for Educational Partnerships to support the strategic growth of innovative college access and college success programming within the Oakland Unified School District. | $283,000 |
| Center for Equity and Inclusion | |||||||
| 5757 SW Macadam Avenue | Portland | OR | 97239 | N/A | NC | To establish a two-year Equity Fellowship program to train emerging leaders to facilitate cross-sector diversity, equity, and inclusion transformation work. | $123,235 |
| Children Now | |||||||
| 1404 Franklin Street Suite 700 | Oakland | CA | 94612 | N/A | PC | To increase organizational capacity to conduct the research, policy development, and advocacy needed to push California to establish a priority focus on child health outcomes. | $166,000 |
| Chinese Hospital Association | |||||||
| 845 Jackson Street | San Francisco | CA | 94133 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service. | $200,000 |
| Daybreak Adult Care Centers | |||||||
| 510 17th Street Suite 200 | Oakland | CA | 94612 | N/A | PC | To support the implementation and development of the Co-op Adult Day Community Pilot Program with The Institute on Aging. | $183,500 |
| East Bay Community Foundation | |||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative. | $450,000 |
| Hawai'i Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To support the COFA Medicaid enrollment efforts of The Fund for Health Equity. | $100,000 |
| University of Hawai'i Foundation | |||||||
| PO Box 11270 | Honolulu | HI | 96628 | N/A | PC | To support the collaboration between Hawai'i P-20 Partnerships for Education and the University of Hawai'i Community Colleges to increase Hawai'i's public high school graduates' college-going rate. | $1,000,000 |
| Jeweld Legacy Group | |||||||
| 1714 Franklin St 100 | Oakland | CA | 94607 | N/A | NC | To combat COVID-19 spread among communities of color in Alameda County by ensuring CBOs of all sizes are able to respond effectively to Alameda County Department of Public Health RFP for contact tracing and case investigation service provision. | $50,000 |
| Oakland Unified School District | |||||||
| 1000 Broadway Ste 450 | Oakland | CA | 94607 | N/A | GOV | To support community-based organization coordination and advising professional development within the Oakland Unified School District. | $250,000 |
| San Francisco Jazz Organization | |||||||
| 201 Franklin Street | San Francisco | CA | 94102 | N/A | PC | To support the school education program infrastructure and programming to meet the shifting needs of Oakland Unified School District and San Francisco Unified School District distance learning and support long-term sustainability of the program. | $1,500,000 |
| San Francisco State University | |||||||
| 1600 Holloway Avenue | San Francisco | CA | 94132 | N/A | GOV | To support the development and implementation of predictive analytics and proactive advising. | $1,137,333 |
| Meals on Wheels of Alameda County (MOWAC) | |||||||
| 1721 Broadway | Oakland | CA | 94612 | N/A | PC | To support the Senior Services Coaliton of Alameda County project's Readying CBOs for CalAIM and No Wrong Door in Alameda County initiative. | $163,500 |
| Share Our Strength | |||||||
| 1030 15th StNW Suite 1100 W | Washington | DC | 20005 | N/A | PC | To support the expansion of the evidence-based Breakfast After the Bell program in San Francisco and Oakland. | $500,000 |
| Spark SF Public Schools | |||||||
| 135 Van Ness Avenue Room 119 | San Francisco | CA | 94102 | N/A | PC | To support community-based organization coordination and advising professional development within the San Francisco Unified School District. | $250,000 |
| Stanford University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | N/A | PC | To continue to evaluate the implementation and effectiveness of health system-led serious illness care programming funded by the Stupski Foundation, informing future grantmaking strategy. | $278,429 |
| UCSF Benioff Children's Hospitals Foundation | |||||||
| 2201 Broadway Suite 600 | Oakland | CA | 946123017 | N/A | PC | To support the Ready! Resilient! Rising! Project in Alameda County. | $527,500 |
| University of California San Francisco Foundation | |||||||
| PO Box 45339 | San Francisco | CA | 94145 | N/A | PC | To support the Ready! Resilient! Rising! Projects in San Francisco and Alameda counties. | $680,000 |
| Western Center on Law & Poverty | |||||||
| 3701 Wilshire Blvd Ste 208 | Los Angelea | CA | 90010 | N/A | PC | To provide general operating support. | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,300,831 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,895,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $280,422 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,538,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $732,874 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,013,296 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $357,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,370,833 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LAWRENCE J STUPSKI 2000-1 CRT | |||||||
| 1 | 90 NEW MONTGOMERY STREET SUITE 110 | SAN FRANCISCO | CA | 94105 | $1,849,728 | Yes (X) | |
| LAWRENCE J STUPSKI 2000-1 CRT | |||||||
| 2 | 90 NEW MONTGOMERY STREET SUITE 110 | SAN FRANCISCO | CA | 94105 | $4,042,605 | Yes (X) | |
| JOYCE L STUPSKI MARITAL TRUST | |||||||
| 3 | 90 NEW MONTGOMERY STREET SUITE 110 | SAN FRANCISCO | CA | 94105 | $221,943 | Yes (X) | |
| JOYCE L STUPSKI MARITAL TRUST | |||||||
| 4 | 90 NEW MONTGOMERY STREET SUITE 110 | SAN FRANCISCO | CA | 94105 | $53,339,879 | Yes (X) | |
| JOYCE L STUPSKI REVOCABLE TRUST | |||||||
| 5 | 90 NEW MONTGOMERY STREET SUITE 110 | SAN FRANCISCO | CA | 94105 | $117,131 | Yes (X) | |
| JOYCE L STUPSKI REVOCABLE TRUST | |||||||
| 6 | 90 NEW MONTGOMERY STREET SUITE 110 | SAN FRANCISCO | CA | 94105 | $70,276,897 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | SEE ATTACHMENT F | $4,042,605 | 2021-12-31 |
| 4 | SEE ATTACHMENT G | $53,339,879 | 2021-12-31 |
| 6 | SEE ATTACHMENT H | $70,276,897 | 2021-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $222,008 | $31,280 | $31,280 |
| AUDIT FEES | $84,404 | $42,202 | $42,202 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (458 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 885 SH ABBOTT LABS | $124,551 | $124,551 |
| 942 SH ACCENTURE PLC IRELAND | $390,502 | $390,502 |
| 818 SH ACTIVISION BLIZZARD INC | $54,422 | $54,422 |
| 266 SH ADIENT PLC | $12,736 | $12,736 |
| 433 SH ADOBE INC | $245,537 | $245,537 |
| 1373 SH ADT INC | $11,547 | $11,547 |
| 1066 SH ADVANCED MICRO DEVICES | $153,397 | $153,397 |
| 11559 SH AEGON NV | $57,101 | $57,101 |
| 1403 SH AES CORP | $34,093 | $34,093 |
| 22 SH AFLAC INC | $1,285 | $1,285 |
| 481 SH AGILENT TECHNOLOGIES IN | $76,792 | $76,792 |
| 1089 SH AGNC INVT CORP | $16,379 | $16,379 |
| 1312 SH AGNICO EAGLE MINES LTD | $69,720 | $69,720 |
| 5472 SH AIA GROUP LTD | $220,656 | $220,656 |
| 5790 SH AIR LIQUIDE | $201,897 | $201,897 |
| 420 SH AIR PRODS & CHEMS INC | $127,789 | $127,789 |
| 236 SH AKTIEBOLAGETT ELECTROLU | $11,472 | $11,472 |
| 1473 SH AKZO NOBEL NV | $54,118 | $54,118 |
| 168 SH ALBEMARLE CORP | $39,273 | $39,273 |
| 858 SH ALCOA CORP | $51,120 | $51,120 |
| 641 SH ALCON INC | $55,844 | $55,844 |
| 401 SH ALEXANDRIA REAL ESTATE | $89,407 | $89,407 |
| 67 SH ALIGN TECHNOLOGY INC | $44,031 | $44,031 |
| 10520 SH ALLIANZ SE | $248,377 | $248,377 |
| 19 SH ALLSTATE CORP | $2,235 | $2,235 |
| 436 SH ALPHABET INC | $1,263,109 | $1,263,109 |
| 867 SH AMC ENTMT HLDGS INC | $23,582 | $23,582 |
| 1062 SH AMERICAN EXPRESS CO | $173,743 | $173,743 |
| 742 SH AMERICAN INTL GROUP INC | $42,190 | $42,190 |
| 619 SH AMERICAN WTR WKS CO INC | $116,904 | $116,904 |
| 958 SH AMKOR TECHNOLOGY INC | $23,749 | $23,749 |
| 771 SH ANALOG DEVICES INC | $135,519 | $135,519 |
| 109 SH AON PLC CL A | $32,761 | $32,761 |
| 11914 SH APPLE INC | $2,115,569 | $2,115,569 |
| 380 SH APTIV PLC | $62,681 | $62,681 |
| 179 SH ARAMARK | $6,596 | $6,596 |
| 2640 SH ARCHER DANIELS MIDLAND | $178,438 | $178,438 |
| 213 SH ARGENX SE | $74,590 | $74,590 |
| 437 SH ARISTA NETWORKS INC | $62,819 | $62,819 |
| 105 SH ARKEMA | $14,884 | $14,884 |
| 1 SH ASMPT LIMITED | $32 | $32 |
| 11174 SH ASTELLAS PHARMA INC | $181,801 | $181,801 |
| 2006 SH ASTRAZENECA PLC | $116,850 | $116,850 |
| 1430 SH ATOS ORIGIN SA | $12,012 | $12,012 |
| 8410 SH AUSTRALIA & NEW ZEALAN | $169,083 | $169,083 |
| 265 SH AUTODESK INC | $74,515 | $74,515 |
| 783 SH AUTOMATIC DATA PROCESSI | $193,072 | $193,072 |
| 23 SH AUTOZONE INC | $48,217 | $48,217 |
| 106 SH AVALARA INC | $13,686 | $13,686 |
| 1135 SH AVANTOR INC | $47,829 | $47,829 |
| 190 SH AVERY DENNISON CORP | $41,148 | $41,148 |
| 113 SH AVIS BUDGET GROUP | $23,433 | $23,433 |
| 7691 SH AVIVA PLC | $85,485 | $85,485 |
| 263 SH AVNET INC | $10,843 | $10,843 |
| 108 SH AZENTA INC COM | $11,136 | $11,136 |
| 18319 SH BANCO BILBAO VIZCAYA | $107,533 | $107,533 |
| 4474 SH BANK AMER CORP | $199,048 | $199,048 |
| 4595 SH BANK N S HALIFAX | $329,416 | $329,416 |
| 2613 SH BANK NEW YORK MELLON C | $151,763 | $151,763 |
| 631 SH BAUSCH HEALTH COS INC | $17,422 | $17,422 |
| 1163 SH BAXTER INTL INC | $99,832 | $99,832 |
| 234 SH BECTON DICKINSON & CO | $58,846 | $58,846 |
| 458 SH BEST BUY INC | $46,533 | $46,533 |
| 25 SH BIO RAD LABS INC | $18,889 | $18,889 |
| 470 SH BIOMARIN PHARMACEUTICAL | $41,525 | $41,525 |
| 1845 SH BLACKBERRY LTD | $17,251 | $17,251 |
| 102 SH BLACKROCK INC | $93,387 | $93,387 |
| 282 SH BLOCK INC | $45,546 | $45,546 |
| 3788 SH BNP PARIBAS | $131,785 | $131,785 |
| 840 SH BOC HONG KONG HOLDINGS | $55,684 | $55,684 |
| 40 SH BOOKING HLDGS INC | $95,969 | $95,969 |
| 778 SH BOSTON SCIENTIFIC CORP | $33,049 | $33,049 |
| 5179 SH BRAMBLES LTD | $80,456 | $80,456 |
| 800 SH BRIXMOR PPTY GROUP INC | $20,328 | $20,328 |
| 437 SH BROADCOM INC | $290,784 | $290,784 |
| 60 SH BROADRIDGE FINL SOLUTION | $10,969 | $10,969 |
| 1280 SH BUNGE LIMITED | $119,501 | $119,501 |
| 1960 SH BUNZL PUB LTD CO | $77,988 | $77,988 |
| 2041 SH BURBERRY GROUP PLC | $50,127 | $50,127 |
| 147 SH BURLINGTON STORES INC | $42,852 | $42,852 |
| 312 SH CADENCE DESIGN SYSTEM I | $58,141 | $58,141 |
| 1680 SH CANADIAN NATIONAL RAIL | $206,405 | $206,405 |
| 3040 SH CANADIAN PACIFIC RAILW | $218,698 | $218,698 |
| 1785 SH CAPGEMINI S E | $87,358 | $87,358 |
| 421 SH CAPITAL ONE FINL CORP | $61,083 | $61,083 |
| 248 SH CATALENT INC | $31,751 | $31,751 |
| 99 SH CBOE GLOBAL MARKETS INC | $12,910 | $12,910 |
| 695 SH CBRE GROUP INC | $75,414 | $75,414 |
| 297 SH CELANESE CORP DEL | $49,914 | $49,914 |
| 541 SH CENTENE CORP DEL | $44,578 | $44,578 |
| 1188 SH CENTERPOINT ENERGY INC | $33,157 | $33,157 |
| 57 SH CHIPOTLE MEXICAN GRILL I | $99,650 | $99,650 |
| 3192 SH CHR HANSEN HOLDING AS | $62,819 | $62,819 |
| 99 SH CHUBB LIMITED | $19,138 | $19,138 |
| 1346 SH CHURCH & DWIGHT INC | $137,965 | $137,965 |
| 162 SH CIGNA CORP NEW | $37,200 | $37,200 |
| 1992 SH CITIGROUP INC | $120,297 | $120,297 |
| 1226 SH CITIZENS FINL GROUP IN | $57,929 | $57,929 |
| 316 SH CLOROX CO DEL | $55,098 | $55,098 |
| 611 SH CME GROUP INC | $139,589 | $139,589 |
| 810 SH COGNIZANT TECHNOLOGY SO | $71,863 | $71,863 |
| 2820 SH COLGATE PALMOLIVE CO | $240,659 | $240,659 |
| 3220 SH COLOPLAST AS | $57,120 | $57,120 |
| 2100 SH COMMONWEALTH BANK OF A | $155,421 | $155,421 |
| 6108 SH COMPASS GROUP PLC | $140,912 | $140,912 |
| 475 SH COMPASS MINERALS INTL I | $24,263 | $24,263 |
| 186 SH COSTAR GROUP INC | $14,700 | $14,700 |
| 3581 SH COTY INC | $37,601 | $37,601 |
| 1102 SH COVESTRO AG | $34,052 | $34,052 |
| 1411 SH CRH PLC | $74,501 | $74,501 |
| 327 SH CROWDSTRIKE HOLDINGS IN | $66,953 | $66,953 |
| 1622 SH CSL LTD | $171,608 | $171,608 |
| 2645 SH CSX CORP | $99,452 | $99,452 |
| 901 SH CVS HEALTH CORP | $92,947 | $92,947 |
| 212 SH CYBERARK SOFTWARE LTD | $36,735 | $36,735 |
| 424 SH CYRUSONE INC | $38,041 | $38,041 |
| 826 SH DANAHER CORP DEL | $271,762 | $271,762 |
| 1310 SH DASSAULT SYSTEMS SA | $78,181 | $78,181 |
| 316 SH DEERE & CO | $108,353 | $108,353 |
| 205 SH DENTSPLY SIRONA INC | $11,437 | $11,437 |
| 3510 SH DEUTSCHE BOERSE | $58,301 | $58,301 |
| 153 SH DEXCOM INC | $82,153 | $82,153 |
| 204 SH DIGITAL RLTY TR INC | $36,081 | $36,081 |
| 2678 SH DISNEY WALT CO | $414,795 | $414,795 |
| 8433 SH DNB ASA | $193,537 | $193,537 |
| 290 SH DOCUSIGN INC | $44,170 | $44,170 |
| 375 SH DOLLAR GEN CORP NEW | $88,436 | $88,436 |
| 697 SH DOMINION ENERGY INC | $54,756 | $54,756 |
| 68 SH DOMINOS PIZZA INC | $38,374 | $38,374 |
| 166 SH DONALDSON INC | $9,837 | $9,837 |
| 293 SH DOVER CORP | $53,209 | $53,209 |
| 1039 SH DOW INC | $58,932 | $58,932 |
| 157 SH DTE ENERGY CO | $18,768 | $18,768 |
| 2514 SH DUKE ENERGY CORP NEW | $263,719 | $263,719 |
| 830 SH DUKE RLTY LTD PARTNERSH | $54,481 | $54,481 |
| 500 SH DUPONT DE NEMOURS INC | $40,390 | $40,390 |
| 491 SH DXC TECHNOLOGY CO | $15,805 | $15,805 |
| 251 SH EATON CORP PLC | $43,378 | $43,378 |
| 750 SH EBAY INC | $49,875 | $49,875 |
| 586 SH EDENRED SA | $13,595 | $13,595 |
| 969 SH EDISON INTL | $66,134 | $66,134 |
| 588 SH EDWARDS LIFESCIENCES CO | $76,175 | $76,175 |
| 1549 SH EISAI LTD | $88,014 | $88,014 |
| 551 SH ELANCO ANIMAL HEALTH IN | $15,637 | $15,637 |
| 114 SH ELASTIC NV | $14,032 | $14,032 |
| 162 SH ELECTRONIC ARTS INC | $21,368 | $21,368 |
| 168 SH ELEVANCE HEALTH INC | $77,875 | $77,875 |
| 205 SH EMERGENT BIOSOLUTIONS I | $8,911 | $8,911 |
| 1184 SH EMERSON ELEC CO | $110,076 | $110,076 |
| 219 SH ENERGIZER HLDGS INC NEW | $8,782 | $8,782 |
| 338 SH ENPHASE ENERGY INC | $61,834 | $61,834 |
| 584 SH ENTEGRIS INC | $80,931 | $80,931 |
| 89 SH EPAM SYS INC | $59,492 | $59,492 |
| 1779 SH EPIROC AKTIEBOLAG | $44,884 | $44,884 |
| 166 SH EQUINIX INC | $140,409 | $140,409 |
| 838 SH EQUITY RESIDENTIAL | $75,839 | $75,839 |
| 1536 SHESSILORLUXOTTICA | $164,214 | $164,214 |
| 252 SH ETSY INC | $55,173 | $55,173 |
| 509 SH EVERSOURCE ENERGY | $46,309 | $46,309 |
| 225 SH EXACT SCIENCES CORP | $17,512 | $17,512 |
| 498 SH EXELIXIS INC | $9,103 | $9,103 |
| 507 SH EXPERIAN PLC | $24,941 | $24,941 |
| 124 SH F5 INC COM | $30,344 | $30,344 |
| 365 SH FEDEX CORP | $94,404 | $94,404 |
| 623 SH FERGUSON PLC | $111,760 | $111,760 |
| 496 SH FERRARI NV | $128,375 | $128,375 |
| 800 SH FLOWSERVE CORP | $24,480 | $24,480 |
| 248 SH FORTINET INC | $89,131 | $89,131 |
| 1827 SH FORTIS INC | $88,189 | $88,189 |
| 643 SH FOX CORP CL A COM | $23,727 | $23,727 |
| 1010 SH FRESENIUS MED CARE AG | $32,785 | $32,785 |
| 5228 SH FRESENIUS SE & CO KGAA | $52,616 | $52,616 |
| 6170 SH FUJITSU LIMITED | $211,427 | $211,427 |
| 458 SH GAP INC DEL | $8,084 | $8,084 |
| 168 SH GARTNER INC | $56,166 | $56,166 |
| 1635 SH GENERAL MTRS CO | $95,860 | $95,860 |
| 1270 SH GENMAB AS | $50,241 | $50,241 |
| 1507 SH GILEAD SCIENCES INC | $109,423 | $109,423 |
| 727 SH GODADDY INC | $61,693 | $61,693 |
| 327 SH GOLDMAN SACHS GROUP INC | $125,094 | $125,094 |
| 161 SH GRAINGER W W INC | $83,437 | $83,437 |
| 2142 SH GSK PLC SPONSORED ADR | $94,462 | $94,462 |
| 291 SH GUARDANT HEALTH INC | $29,106 | $29,106 |
| 5884 SH HANG LUNG PROPERTIES L | $60,528 | $60,528 |
| 250 SH HARTFORD FINL SVCS GROU | $17,260 | $17,260 |
| 220 SH HASBRO INC | $22,392 | $22,392 |
| 210 SH HCA HEALTHCARE INC | $53,953 | $53,953 |
| 705 SH HEALTHEQUITY INC | $31,189 | $31,189 |
| 1633 SH HEALTHPEAK PROPERTIES | $58,935 | $58,935 |
| 19674 SH HENDERSON LAND DEVELO | $83,780 | $83,780 |
| 720 SH HERMES INTL SCA | $125,766 | $125,766 |
| 3862 SH HEWLETT PACKARD ENTERP | $60,904 | $60,904 |
| 1476 SH HEXCEL CORP NEW | $76,457 | $76,457 |
| 1001 SH HOME DEPOT INC | $415,425 | $415,425 |
| 906 SH HONG KONG EXCHANGES & C | $52,922 | $52,922 |
| 214 SH HORIZON THERAPEUTICS PU | $23,061 | $23,061 |
| 3233 SH HOST HOTELS & RESORTS | $56,222 | $56,222 |
| 2205 SH HP INC | $83,062 | $83,062 |
| 74 SH HUBSPOT INC | $48,777 | $48,777 |
| 68 SH HUMANA INC | $31,542 | $31,542 |
| 1100 SH HUNTINGTON BANCSHARES | $16,962 | $16,962 |
| 2249 SH IBERDROLA SA | $106,497 | $106,497 |
| 79 SH ICU MED INC | $18,750 | $18,750 |
| 116 SH IDEXX LABS INC | $76,381 | $76,381 |
| 1644 SH IHS MARKIT LTD | $218,520 | $218,520 |
| 733 SH ILLINOIS TOOL WKS INC | $180,904 | $180,904 |
| 174 SH ILLUMINA INC | $66,197 | $66,197 |
| 12418 SH INDUSTRIAL DE DISENO | $201,447 | $201,447 |
| 4551 SH INFORMA PLC | $63,687 | $63,687 |
| 1456 SH INGERSOLL RAND INC | $90,083 | $90,083 |
| 900 SH INGREDION INC | $86,976 | $86,976 |
| 106 SH INSULET CORP | $28,203 | $28,203 |
| 4377 SH INTEL CORP | $225,416 | $225,416 |
| 506 SH INTERCONTINENTAL EXCHAN | $69,206 | $69,206 |
| 445 SH INTERNATIONAL FLAVORS&F | $67,039 | $67,039 |
| 1406 SH INTERPUBLIC GROUP COS | $52,655 | $52,655 |
| 1 SH INTESA SAN PAOLO SPA | $16 | $16 |
| 385 SH INTL PAPER CO | $18,087 | $18,087 |
| 343 SH INTUIT | $220,624 | $220,624 |
| 271 SH INTUITIVE SURGICAL INC | $97,370 | $97,370 |
| 421 SH IOVANCE BIOTHERAPEUTICS | $8,037 | $8,037 |
| 125 SH IQVIA HLDGS INC | $35,268 | $35,268 |
| 1427 SH IRON MTN INC NEW | $74,675 | $74,675 |
| 251 SH ITT INC | $25,650 | $25,650 |
| 1576 SH JAMES HARDIE INDUSTRIE | $64,127 | $64,127 |
| 2087 SH JPMORGAN CHASE & CO | $330,476 | $330,476 |
| 7760 SH JULIUS BAER GROUP LTD | $104,211 | $104,211 |
| 20395 SH KAO CORP | $213,203 | $213,203 |
| 3672 SH KBC GROUP NV | $157,553 | $157,553 |
| 820 SH KENNAMETAL INC | $29,446 | $29,446 |
| 1550 SH KERING SA | $124,603 | $124,603 |
| 2255 SH KEYCORP NEW | $52,158 | $52,158 |
| 551 SH KEYSIGHT TECHNOLOGIES I | $113,787 | $113,787 |
| 1555 SH KIMBERLY CLARK CORP | $222,241 | $222,241 |
| 6133 SH KINROSS GOLD CORP | $35,633 | $35,633 |
| 299 SH KLA CORPORATION COM NEW | $128,603 | $128,603 |
| 7256 SH KONINKLIJKE AHOLD DELH | $248,660 | $248,660 |
| 425 SH KORNIT DIGITAL LTD | $64,706 | $64,706 |
| 2190 SH KROGER CO | $99,119 | $99,119 |
| 584 SH L BRANDS INC | $40,757 | $40,757 |
| 116 SH LABORATORY CORP AMER HL | $36,448 | $36,448 |
| 311 SH LAM RESEARCH CORP | $223,656 | $223,656 |
| 402 SH LAUDER ESTEE COS INC | $148,820 | $148,820 |
| 629 SH LILLY ELI & CO | $173,742 | $173,742 |
| 179 SH LINCOLN NATL CORP IND | $12,219 | $12,219 |
| 635 SH LINDE PLC | $219,983 | $219,983 |
| 258 SH LIVE NATION ENTERTAINME | $30,880 | $30,880 |
| 336 SH LIVERAMP HLDGS INC | $16,111 | $16,111 |
| 2616 SH LONDON STOCK EXCHANGE | $61,387 | $61,387 |
| 2130 SH LONZA GROUP AG | $178,040 | $178,040 |
| 713 SH LOWES COS INC | $184,296 | $184,296 |
| 134 SH LULULEMON ATHLETICA INC | $52,454 | $52,454 |
| 684 SH LYFT INC | $29,227 | $29,227 |
| 895 SH LYONDELLBASELL INDUSTRI | $82,546 | $82,546 |
| 867 SH MACERICH CO | $14,982 | $14,982 |
| 224 SH MADISON SQUARE GRDN SPR | $38,916 | $38,916 |
| 1601 SH MAGNA INTL INC | $129,585 | $129,585 |
| 123 SH MANPOWERGROUP INC | $11,972 | $11,972 |
| 183 SH MARRIOTT VACATIONS WRLD | $30,923 | $30,923 |
| 772 SH MARSH & MCLENNAN COS IN | $134,189 | $134,189 |
| 1247 SH MARVELL TECHNOLOGY GRO | $109,100 | $109,100 |
| 786 SH MASTERCARD INCORPORATED | $282,426 | $282,426 |
| 216 SH MATCH GROUP INC COM | $28,566 | $28,566 |
| 12136 SH MERCEDES BENZ GROUP A | $286,313 | $286,313 |
| 1801 SH MERCK & CO INC | $138,029 | $138,029 |
| 1835 SH MERCK KGAA | $94,739 | $94,739 |
| 36 SH METTLER TOLEDO INTERNATI | $61,100 | $61,100 |
| 3410 SH MICHELIN COMPAGNIE GEN | $111,799 | $111,799 |
| 1141 SH MICRON TECHNOLOGY INC | $106,284 | $106,284 |
| 5409 SH MICROSOFT CORP | $1,819,155 | $1,819,155 |
| 372 SH MILLERKNOLL INC | $14,579 | $14,579 |
| 124 SH MKS INSTRUMENT INC | $21,597 | $21,597 |
| 325 SH MODERNA INC | $82,544 | $82,544 |
| 165 SH MONGODB INC CL A | $87,343 | $87,343 |
| 284 SH MOODYS CORP | $110,925 | $110,925 |
| 49 SH MORNINGSTAR INC | $16,758 | $16,758 |
| 131 SH MSCI INC | $80,262 | $80,262 |
| 3600 SH MUNICH RE GROUP | $106,647 | $106,647 |
| 12582 SH NATIONAL AUSTRALIA BA | $131,911 | $131,911 |
| 799 SH NATIONAL GRID PLC | $57,784 | $57,784 |
| 438 SH NATIONAL INSTRS CORP | $19,127 | $19,127 |
| 261 SH NCR CORP NEW | $10,492 | $10,492 |
| 103 SH NEUROCRINE BIOSCIENCES | $8,773 | $8,773 |
| 408 SH NEW JERSEY RES | $16,752 | $16,752 |
| 547 SH NEW YORK TIMES CO | $26,420 | $26,420 |
| 6844 SH NEWCREST MINING LTD | $121,811 | $121,811 |
| 1710 SH NEWMONT CORPORATION CO | $106,054 | $106,054 |
| 119 SH NEXSTAR MEDIA GROUP INC | $17,967 | $17,967 |
| 1780 SH NEXTERA ENERGY INC | $166,181 | $166,181 |
| 369 SH NICE LTD | $112,028 | $112,028 |
| 909 SH NIKE INC | $151,503 | $151,503 |
| 14412 SH NIPPON TELEG TEL CORP | $394,232 | $394,232 |
| 729 SH NISOURCE INC | $20,128 | $20,128 |
| 51566 SH NOMURA HOLDINGS INC | $223,281 | $223,281 |
| 12095 SH NORDEA BANK ABP | $148,356 | $148,356 |
| 408 SH NORDSTROM INC | $9,229 | $9,229 |
| 2840 SH NORSK HYDRO AS | $22,389 | $22,389 |
| 435 SH NORTHERN TR CORP | $52,030 | $52,030 |
| 1797 SH NORTONLIFELOCK INC | $46,686 | $46,686 |
| 2352 SH NOVARTIS AG | $205,729 | $205,729 |
| 764 SH NOVOZYMES AS | $62,753 | $62,753 |
| 796 SH NRG ENERGY INC | $34,292 | $34,292 |
| 671 SH NUANCE COMMUNICATIONS I | $37,120 | $37,120 |
| 495 SH NUTANIX INC | $15,771 | $15,771 |
| 1137 SH NVENT ELECTRIC PLC | $43,206 | $43,206 |
| 2126 SH NVIDIA CORP | $625,278 | $625,278 |
| 621 SH OMNICOM GROUP INC | $45,501 | $45,501 |
| 2164 SH OMRON CORP | $215,357 | $215,357 |
| 735 SH ON SEMICONDUCTOR CORP | $49,921 | $49,921 |
| 1219 SH OPEN TEXT CORP | $57,878 | $57,878 |
| 2603 SH ORIX CORP | $264,933 | $264,933 |
| 677 SH OWENS CORNING NEW | $61,269 | $61,269 |
| 873 SH PACCAR INC | $77,051 | $77,051 |
| 511 SH PARK HOTELS RESORTS INC | $9,648 | $9,648 |
| 939 SH PAYPAL HLDGS INC | $177,077 | $177,077 |
| 8007 SH PEARSON PLC | $67,259 | $67,259 |
| 335 SH PELOTON INTERACTIVE INC | $11,980 | $11,980 |
| 712 SH PENTAIR PLC | $51,997 | $51,997 |
| 53 SH PENUMBRA INC | $15,228 | $15,228 |
| 607 SH PERFORMANCE FOOD GROUP | $27,855 | $27,855 |
| 170 SH PERKINELMER INC | $34,180 | $34,180 |
| 3898 SH PFIZER INC | $230,177 | $230,177 |
| 1594 SH PINTEREST INC CL A | $57,942 | $57,942 |
| 781 SH PNC FINL SVCS GROUP INC | $156,606 | $156,606 |
| 79 SH POOL CORPORATION | $44,714 | $44,714 |
| 186 SH PRINCIPAL FINL GROUP IN | $13,453 | $13,453 |
| 2803 SH PROCTER AND GAMBLE CO | $458,515 | $458,515 |
| 182 SH PROGYNY INC | $9,164 | $9,164 |
| 1086 SH PROLOGIS INC | $182,839 | $182,839 |
| 1896 SH PRUDENTIAL FINL INC | $205,223 | $205,223 |
| 1647 SH PUBLIC SVC ENTERPRISE | $109,904 | $109,904 |
| 4620 SH PUBLICIS SA NEW | $77,757 | $77,757 |
| 3032 SH QBE INSURANCE GROUP LT | $25,020 | $25,020 |
| 342 SH QIAGEN NV | $19,008 | $19,008 |
| 12 SH QORVO INC | $1,877 | $1,877 |
| 1142 SH QUALCOMM INC | $208,838 | $208,838 |
| 78 SH QUIDEL CORP | $10,529 | $10,529 |
| 124 SH REGENERON PHARMACEUTICA | $78,308 | $78,308 |
| 244 SH RELIANCE STEEL & ALUMIN | $39,582 | $39,582 |
| 884 SH RENTOKIL INITIAL PLC | $34,962 | $34,962 |
| 683 SH REPUBLIC SVCS INC | $95,244 | $95,244 |
| 139 SH RESMED INC | $36,207 | $36,207 |
| 4151 SH RIO TINTO PLC | $277,868 | $277,868 |
| 356 SH RITCHIE BROTHERS AUCTIO | $21,791 | $21,791 |
| 5104 SH ROCHE HOLDING LTD | $265,451 | $265,451 |
| 168 SH ROCKWELL AUTOMATION INC | $58,607 | $58,607 |
| 3790 SH ROYAL BANK CDA MONTREA | $402,271 | $402,271 |
| 1756 SH ROYAL DSM NV | $98,848 | $98,848 |
| 868 SH SALESFORCE INC | $220,585 | $220,585 |
| 1988 SH SAMPO OYJ | $49,805 | $49,805 |
| 210 SH SEAGEN INC | $32,466 | $32,466 |
| 3695 SH SEKISUI HOUSE LTD | $79,223 | $79,223 |
| 612 SH SERVICE CORP INTL | $43,446 | $43,446 |
| 212 SH SERVICENOW INC | $137,611 | $137,611 |
| 2700 SH SHISEIDO | $150,387 | $150,387 |
| 171 SH SHOPIFY INC | $235,534 | $235,534 |
| 252 SH SMARTSHEET INC CL A | $19,517 | $19,517 |
| 457 SH SMURFIT KAPPA GROUP PLC | $25,174 | $25,174 |
| 1713 SH SNAP INC | $80,562 | $80,562 |
| 7350 SH SOCIETE GENERALE FRANC | $50,493 | $50,493 |
| 1513 SH SOLARWINDS CORPORATION | $21,469 | $21,469 |
| 720 SH SONOVA HOLDING AG | $56,547 | $56,547 |
| 203 SH SOUTHWEST AIRLS CO | $8,697 | $8,697 |
| 2417 SH SOUTHWEST GAS HOLDINGS | $169,311 | $169,311 |
| 4964 SH SPARK NEW ZEALAND LTD | $76,808 | $76,808 |
| 234 SH SPECTRUM BRANDS HLDGS I | $23,802 | $23,802 |
| 274 SH SPIRIT RLTY CAP INC NEW | $13,204 | $13,204 |
| 888 SH SPROUTS FMRS MKT INC | $26,356 | $26,356 |
| 93 SH STAAR SURGICAL CO | $8,491 | $8,491 |
| 172 SH STANLEY BLACK & DECKER | $32,443 | $32,443 |
| 2007 SH STARBUCKS CORP | $234,759 | $234,759 |
| 1126 SH STATE STR CORP | $104,718 | $104,718 |
| 7987 SH STELLANTIS NV | $149,836 | $149,836 |
| 50 SH STERIS PLC | $12,171 | $12,171 |
| 341 SH STORE CAP CORP | $11,730 | $11,730 |
| 220 SH STRYKER CORP | $58,832 | $58,832 |
| 2661 SH SUN LIFE FINANCIAL INC | $148,191 | $148,191 |
| 2022 SH SWEDBANK A B | $40,668 | $40,668 |
| 7198 SH SWIRE PACIFIC LTD | $40,947 | $40,947 |
| 2588 SH SWISS RE LTD | $64,093 | $64,093 |
| 921 SH SWITCH INC | $26,377 | $26,377 |
| 35.0003 SH SYLVAMO CORP COMMON | $976 | $976 |
| 825 SH SYSCO CORP | $64,804 | $64,804 |
| 2364 SH SYSMEX CORP | $159,612 | $159,612 |
| 1420 SH T MOBILE US INC | $164,692 | $164,692 |
| 16362 SH TAKEDA PHARMACEUTICAL | $223,014 | $223,014 |
| 608 SH TAPESTRY INC | $24,685 | $24,685 |
| 543 SH TARGET CORP | $125,672 | $125,672 |
| 694 SH TE CONNECTIVITY LTD | $111,970 | $111,970 |
| 358 SH TELADOC HEALTH INC | $32,872 | $32,872 |
| 768 SH TELEPHONE & DATA SYS IN | $15,475 | $15,475 |
| 195 SH TERADATA CORP DEL | $8,282 | $8,282 |
| 15813 SH TESCO PLC | $186,271 | $186,271 |
| 399 SH TEXAS ROADHOUSE INC | $35,623 | $35,623 |
| 535 SH THE TRADE DESK INC | $49,027 | $49,027 |
| 414 SH THERMO FISHER SCIENTIFI | $276,237 | $276,237 |
| 2014 SH THOMSON REUTERS CORP | $240,915 | $240,915 |
| 1115 SH TJX COS INC NEW | $84,651 | $84,651 |
| 309 SH TRANE TECHNOLOGIES PLC | $62,427 | $62,427 |
| 373 SH TRANSUNION | $44,230 | $44,230 |
| 213 SH TRAVEL PLUS LEISURE CO | $11,773 | $11,773 |
| 350 SH TRAVELERS COMPANIES INC | $54,751 | $54,751 |
| 260 SH TREND MICRO INC | $14,428 | $14,428 |
| 1748 SH TRUIST FINANCIAL CORP | $102,345 | $102,345 |
| 323 SH TWILIO INC | $85,059 | $85,059 |
| 1376 SH UBER TECHNOLOGIES INC | $57,696 | $57,696 |
| 680 SH UGI CORP NEW | $31,219 | $31,219 |
| 97 SH ULTA BEAUTY INC | $39,997 | $39,997 |
| 147 SH ULTRAGENYX PHARMACEUTIC | $12,361 | $12,361 |
| 6692 SH UMICORE GROUP | $68,016 | $68,016 |
| 15622 SH UNICREDIT SPA | $120,307 | $120,307 |
| 1134 SH UNION PAC CORP | $285,689 | $285,689 |
| 778 SH UNITED PARCEL SERVICE I | $166,757 | $166,757 |
| 281 SH UNITED RENTALS INC | $93,373 | $93,373 |
| 582 SH UNITED STATES CELLULAR | $18,345 | $18,345 |
| 876 SH UNITED STATES STL CORP | $20,858 | $20,858 |
| 667 SH UNITEDHEALTH GROUP INC | $334,927 | $334,927 |
| 4301 SH UPM KYMMENE CORP | $163,656 | $163,656 |
| 1112 SH US BANCORP DEL | $62,461 | $62,461 |
| 825 SH US FOODS HLDG CORP | $28,735 | $28,735 |
| 776 SH V F CORP | $56,819 | $56,819 |
| 101 SH VAIL RESORTS INC | $33,118 | $33,118 |
| 2036 SH VALEO SE | $30,771 | $30,771 |
| 709 SH VALVOLINE INC | $26,439 | $26,439 |
| 200 SH VEEVA SYS INC | $51,096 | $51,096 |
| 654 SH VENTAS INC | $33,432 | $33,432 |
| 2474 SH VEOLIA ENVIRONNEMENT | $90,762 | $90,762 |
| 325 SH VERISK ANALYTICS INC | $74,337 | $74,337 |
| 2371 SH VICI PPTYS INC | $71,391 | $71,391 |
| 1250 SH VISA INC | $270,888 | $270,888 |
| 374 SH VMWARE INC | $43,339 | $43,339 |
| 3060 SH VONOVIA SE | $84,386 | $84,386 |
| 1855 SH WALGREENS BOOTS ALLIAN | $96,757 | $96,757 |
| 415 SH WASTE CONNECTIONS INC | $56,552 | $56,552 |
| 1064 SH WASTE MGMT INC DEL | $177,582 | $177,582 |
| 100 SH WATERS CORP | $37,260 | $37,260 |
| 357 SH WEC ENERGY GROUP INC | $34,654 | $34,654 |
| 3030 SH WELLS FARGO CO NEW | $145,379 | $145,379 |
| 2483 SH WEST JAPAN RAILWAY CO | $103,714 | $103,714 |
| 176 SH WEST PHARMACEUTICAL SVS | $82,546 | $82,546 |
| 766 SH WESTERN DIGITAL CORP | $49,951 | $49,951 |
| 120 SH WEX INC | $16,847 | $16,847 |
| 952 SH WHITBREAD PLC | $9,655 | $9,655 |
| 138 SH WILLIS TOWERS WATSON PU | $32,774 | $32,774 |
| 390 SH WIX COM LTD | $61,538 | $61,538 |
| 977 SH WOLTERS KLUWER NV | $115,105 | $115,105 |
| 78 SH WORKDAY INC | $21,308 | $21,308 |
| 193 SH WORLD WRESTLING ENTMT I | $9,523 | $9,523 |
| 2521 SH WPP PLC | $190,462 | $190,462 |
| 808 SH XEROX HOLDINGS CORP NEW | $18,293 | $18,293 |
| 516 SH XYLEM INC | $61,879 | $61,879 |
| 1726 SH ZALANDO SE | $69,817 | $69,817 |
| 245 SH ZIMMER BIOMET HLDGS INC | $31,125 | $31,125 |
| 701 SH ZOETIS INC | $171,065 | $171,065 |
| 247 SH ZOOM VIDEO COMMUNICATIO | $45,426 | $45,426 |
| 6110 SH ZURICH INS GROUP LTD | $268,840 | $268,840 |
| 4385 SH ZYNGA INC CL A | $28,064 | $28,064 |
| ACCRUED INCOME AND PRICING DIF | $16,523 | $16,523 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $94,824,029 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $94,824,029 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (62 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN STEADFAST, LP | $4,517,231 | $4,517,231 |
| BAUPOST VALUE PARTNERS I | $6,970,225 | $6,970,225 |
| BAUPOST VALUE PARTNERS II | $11,735,640 | $11,735,640 |
| BRACEBRIDGE BIL, LTD | $8,361,545 | $8,361,545 |
| BROOKSIDE CAYMAN, LTD - CLASS | ||
| 2-A2, SERIES 184 | $1,986 | $1,986 |
| CANYON VALUE ESG CREDIT FUND | ||
| (CAYMAN) LTD. | $7,251,069 | $7,251,069 |
| CANYON VALUE REALIZATION FUND | ||
| (CAYMAN) LTD. - CLASS A | $2,401,520 | $2,401,520 |
| CEVIAN CAPITAL II LTD | $3,837,561 | $3,837,561 |
| DRAWBRIDGE SPECIAL | ||
| OPPORTUNITIES FUND LP | $8,412,695 | $8,412,695 |
| EIF UNITED STATES POWER FUND I | $584,568 | $584,568 |
| EMG ASCENT 2016 EQUITY LP | $176,450 | $176,450 |
| ENERGY & MINERALS GROUP II | $2,092,400 | $2,092,400 |
| FARALLON CAPITAL F5 | ||
| INVESTORS I, LP | $8,940,087 | $8,940,087 |
| FARALLON CAPITAL | ||
| INSTITUTIONAL PARTNERS | $229,259 | $229,259 |
| FIRST RESERVE FUND XI, LP | $1,638 | $1,638 |
| FORTRESS CREDIT OPPORTUNITIES | ||
| FUND II (A) LP | $237,212 | $237,212 |
| FORTRESS CREDIT OPPORTUNITIES | ||
| FUND II (B) LP | $464,309 | $464,309 |
| GENERATION IM CLIMATE | ||
| SOLUTIONS FUND LP | $220,991 | $220,991 |
| GENERATION IM GLOBAL EQUITY | ||
| FUND, LLC | $10,677,649 | $10,677,649 |
| GOLDEN GATE CAPITAL II, LLC | $41,882 | $41,882 |
| GOLDEN GATE CAPITAL ANNEX FUND | $4,804 | $4,804 |
| GS MOUNT KELLETT CAPITAL | ||
| PARTNERS LP | $69,501 | $69,501 |
| HCIF OFFSHORE, LP | $5,882,487 | $5,882,487 |
| HCP ABSOLUTE RETURN FUND | ||
| OFFSHORE FEEDER, L.P. | $9,076,314 | $9,076,314 |
| HCP CHINA CAPITAL APPREC. FUND | $6,661,814 | $6,661,814 |
| HCP CHINA PE 2009 FEEDER (CAYM | $2,947,580 | $2,947,580 |
| HCP ENERGY AND NATURAL RESOURC | $406,055 | $406,055 |
| HCP PRIVATE EQUITY FUND V LP | $1,115,530 | $1,115,530 |
| HCP PRIVATE EQUITY FUND VI LP | $1,502,981 | $1,502,981 |
| HCP PRIVATE EQUITY FUND VII LP | $2,005,535 | $2,005,535 |
| HCP REAL ESTATE FUND | $352,578 | $352,578 |
| HCP SPECIAL OPPORTUNITIES OFFS | $6,647,337 | $6,647,337 |
| HCP WPPE X INVESTORS, LLC | $97,929 | $97,929 |
| JC FLOWERS III-B LP | $183,568 | $183,568 |
| JC FLOWERS III LP | $278,024 | $278,024 |
| KOHLBERG TE INVESTORS IV, LP | $47,566 | $47,566 |
| KOHLBERG TE INVESTORS VI, LP | $5,818 | $5,818 |
| LUXOR CAPITAL PARTNERS OFFSHOR | $453,483 | $453,483 |
| MOUNT KELLETT CAPITAL PARTNERS | ||
| (CAYMAN) II, LP | $145,921 | $145,921 |
| ROCKPOINT REAL ESTATE FUND III | $57,988 | $57,988 |
| SAIF III, LP | $3,048,148 | $3,048,148 |
| SHORENSTEIN INVESTMENT PARTNER | $1,832,665 | $1,832,665 |
| SHORENSTEIN INVESTMENT PARTNER | $16,673 | $16,673 |
| TACONIC OPPORTUNITY OFFSHORE | ||
| FD LTD CLASS A-NR SERIES 1 | $7,160,624 | $7,160,624 |
| TENASKA PF II, LP | $69,237 | $69,237 |
| TIFF PARTNERS III, LLC | $16,313 | $16,313 |
| TIFF PARTNERS IV, LLC | $3,829 | $3,829 |
| SCHWAB 2437 - IRA | $628,182 | $628,182 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| REVIEW OF CONTRACTS | ||
| AND AGREEMENTS | $316,713 | $377,744 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (17 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST/DIVIDEND RECEIVABLE | $154,542 | $202,189 | $202,189 |
| INVESTMENT RECEIVABLE | $25,610,190 | $75,485 | $75,485 |
| OTHER RECEIVABLE | $19,426 | $259,997 | $259,997 |
| PROGRAM RELATED INVESTMENT | $444,691 | $444,691 | |
| LOAN-WAI'ANAE COMMUNITY REDEV | $262,767 | ||
| EXCISE AND UBTI TAX RECEIVABLE | $41,608 | ||
| LOAN-RESPECTING CHOICES | $197,876 | ||
| LOAN-CAPITAL IMPACT PARTNERS | $2,495,786 | ||
| LOAN-CNOTE | $1,500,000 | $1,500,000 | $1,500,000 |
| LOAN-COMMUNITY VISIONS | $1,500,000 | $1,500,000 | $1,500,000 |
| LOAN-LIIF | $1,504,192 | $1,534,502 | $1,534,502 |
| LOAN-RSF SOCIAL INVESTMENTS | $2,008,788 | $2,015,057 | $2,015,057 |
| PROGRAM RELATED INVESTMENT | |||
| LOAN-METTLE HEALTH | $50,000 | ||
| BENEFICIAL INTEREST IN CRT | $103,000,371 | $34,275,595 | $34,275,595 |
| BENEFICIAL INTEREST IN JLST | $48,358,646 | $48,358,646 | |
| BENEFICIAL INTEREST IN MT | $43,401,484 | $43,401,484 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OPERATING EXPENSES | $18,501 | $2,107 | $16,683 |
| GRANTS MANAGEMENT AND | |||
| CONSULTATION | $2,329,836 | $34,521 | $3,285,803 |
| PRIOR PERIOD OVER ACCRUAL OF | |||
| DEFERRED FEDERAL EXCISE TAX | $37,999 | ||
| INSURANCE | $16,154 | $1,840 | $14,314 |
| MATERIAL AND SUPPLIES | $8,126 | $926 | $6,949 |
| MEDIA AND MEMBERSHIP | $10,145 | $1,155 | $8,990 |
| TELEPHONE | $23,259 | $2,649 | $20,610 |
| SCH K-1 PARTNERSHIP EXPENSES | $0 | $555,113 | |
| INFORMATION TECHNOLOGY | $153,876 | $17,525 | $138,146 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SCH K-1 PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $149,218 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,300,864 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc |
|---|
| CAFETERIA PLAN |
| 401(K) PLAN |
| UNITRUST PAYMENT |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT SERVICES | $273,372 | $273,372 | |
| OTHER PROFESSIONAL FEES | $574,322 | $23,580 | $392,094 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE & UBTI TAX | $252,505 | |
| FOREIGN TAX PAID | $0 | $24,884 |