LISA STONE PRITZKER FAMILY FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LISA STONE PRITZKER FAMILY FUND (EIN 83-3415647)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349104593
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:55:15-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EMBARCADERO CENTER STE 2410 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833415647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA STONE PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O FRANK RIMERMAN CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 4154391144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA STONE PRITZKER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4154391144 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | STONE PRITZKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASMINE D BERJIKLY | PreparerPersonNm |
| PTIN | P00537258 | PTIN |
| Phone | 4154391144 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 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 | $51,966,217 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,353 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,341 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $259,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $773,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $773,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,969,172 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63,161 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,034,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,312,347 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $292,106 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $219,079 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,393 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $20,196 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $36,009 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,007 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $525 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $183,873 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,628 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,353 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,611 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,591 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,275 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,732 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,530 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $116,703 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $116,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $772,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $199,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $323,910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,399,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,726,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,172,357 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $199,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,050,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,137,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,112,415 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,121,711 | CashBOYAmt |
| Cash EOY | $1,863,330 | CashEOYAmt |
| Cash EOYFMV | $1,863,330 | CashEOYFMVAmt |
| Grants Receivable BOY | $13,970,935 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $3,975,935 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $3,975,935 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $5,000 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $5,472,991 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,982,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,982,222 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,774,566 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,977,452 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,977,452 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $21,000,960 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,167,278 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,167,278 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,346,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,966,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,966,217 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,142 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,860 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,155,595 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,828,595 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,189,737 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,833,455 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $51,156,426 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $49,132,762 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,156,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,132,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,346,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,966,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,156,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,137,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,114,096 | OtherIncreasesAmt |
| Subtotal | $49,132,762 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,132,762 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN TRUST - CAPITAL GAIN DISTRIBUTION | P | 2021-01-01 | 2021-12-30 | $34,915 | $34,915 | $34,915 |
| CHARLES SCHWAB - CAPITAL GAIN DISTRIBUTION | P | 2021-01-01 | 2021-12-31 | $738,938 | $738,938 | $738,938 |
| FROM PASSTHROUGH | P | 2021-01-01 | 2021-12-31 | $172,207 | $172,207 | $172,207 |
| FROM PASSTHROUGH | P | 2021-01-01 | 2021-12-31 | $1,023,112 | $1,023,112 | $1,023,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,969,172 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,363 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,363 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,130 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $73,130 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $43,767 | OverpaymentAmt |
| Applied To ES Tax | $43,767 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LSPFF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA S PRITZKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154391144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LISA S PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| SAMUEL PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | SECRETARY, AUDIT COMMITTEE | 1.00 | $0 | $0 | $0 |
| ABIGAIL PORTH | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | CFO | 40.00 | $292,106 | $36,009 | $0 |
| NOAH PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARK REISBAUM | |||||
| 3623 22ND STREET | SAN FRANCISCO | CA | 94114 | PHILANTHROPY ADVISOR | $93,700 |
| FRANK RIMERMAN & CO LLP | |||||
| 60 SOUTH MARKET ST SUITE 500 | SAN JOSE | CA | 95113 | ACCOUNTING | $81,505 |
| HALL CAPITAL PARTNERS LLC | |||||
| 1 MARITIME PLZ 6TH FLOOR | SAN FRANCISCO | CA | 94111 | INVESTMENT MANAGEMENT | $78,593 |
| ELIXIR DESIGN INC | |||||
| 2134 VAN NESS AVE | SAN FRANCISCO | CA | 94109 | WEBSITE DEVELOPMENT | $65,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,267,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,689,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,090,961 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,048,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,048,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $720,724 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,327,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,366,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,366,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,363 | TotalTaxAmt |
| Distributable Before Adj | $2,337,015 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,337,015 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,337,015 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,050,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,050,560 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,337,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $546,284 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $613,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,159,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,050,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,337,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $713,545 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,873,313 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,873,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $546,284 | ExcessFromYear2Amt |
| Excess From Year1 | $613,484 | ExcessFromYear1Amt |
| Excess From Current Year | $713,545 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA S PRITZKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AIM HIGH | ||||||||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | N/A | PC | TO SUPPORT MIDDLE SCHOOL STUDENTS IN HIGH-NEED COMMUNITIES WITH A FREE SUMMER LEARNING PROGRAM. | $2,500 | |||||
| ALL CHICAGO | ||||||||||||
| 651 W WASHINGTON SUITE 504 | CHICAGO | IL | 60661 | N/A | PC | TO SUPPORT THE ALAN STONE LEARNING CENTER AND ALL CHICAGO EVENTS. | $30,000 | |||||
| ALONZO KING LINES BALLET | ||||||||||||
| 26 SEVENTH STREET 5TH FLOOR | SAN FRANCISCO | CA | 94103 | N/A | PC | TO SUPPORT ARTISTS AND PRESENT PROGRAMS THAT EXEMPLIFY THE COMPANY'S ARTISTIC VISION. | $25,000 | |||||
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | ||||||||||||
| 122 E 42ND ST 4507 | NEW YORK | NY | 10168 | N/A | PC | TO SUPPORT THE WORLD-CLASS ISRAEL PHILHARMONIC ORCHESTRA, CELEBRATING ISRAEL, CULTER AND ART. | $15,000 | |||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 100222709 | N/A | PC | TO ENHANCE THE WELLBEING OF THE JEWISH PEOPLE AND ISRAEL. | $1,800 | |||||
| AMERICAN JEWISH WORLD SERVICE | ||||||||||||
| 131 STEUART STREET SUITE 200 | SAN FRANCISCO | CA | 94105 | N/A | PC | TO REALIZE HUMAN RIGHTS AND END POVERTY IN THE DEVELOPING WORLD. | $20,000 | |||||
| AMERICAN JOINT DISTRIBUTION COMMITTEE | ||||||||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | N/A | PC | TO PROVIDE AID TO VULNERABLE JEWS, CULTIVATE A JEWISH FUTURE, CREATE OPPORTUNITY FOR ALL ISRAELIS, RESCUE JEWS IN DANGER, AND RESPOND TO GLOBAL CRISIS. | $50,000 | |||||
| APERTURE | ||||||||||||
| 548 W 28TH STREET 4TH FL | NEW YORK | NY | 10001 | N/A | PC | TO PROVIDE SUPPORT CONNECTINGAUDIENCES THROUGH PHOTOGRAPHY. | $1,000 | |||||
| ARS NOVA | ||||||||||||
| 511 WEST 54TH STREET | NEW YORK | NY | 10019 | N/A | PC | TO DISCOVER, DEVELOP, AND LAUNCH SINGULAR THEATER, MUSIC, AND COMEDY ARTISTS WHO ARE IN THE EARLY STAGES OF THEIR PROFESSIONAL CAREERS. | $1,000 | |||||
| AT THE WELL PROJECT | ||||||||||||
| 5007 PROVIDENCE ROAD 111 | CHARLOTTE | NC | 28226 | N/A | PC | TO PROVIDE A VIBRANT JEWISH COMMUNITY FOR YOUNG ADULTS BY SUPPORTING LEADERS IN THEIR 20S. | $10,000 | |||||
| BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE | ||||||||||||
| 330 TTII AVENUE SUITE 1902 | NEW YORK | NY | 10001 | N/A | PC | TO ADVOCATE AND CAMPAIGN FOR VARIOUS SOCIAL JUSTICE ISSUES THAT ARE IMPORTANT TO THE JEWISH COMMUNITY | $25,000 | |||||
| BEYOND DIFFERENCES | ||||||||||||
| PO BOX 9070 | SAN RAFAEL | CA | 94912 | N/A | PC | TO INSPIRE STUDENTS NATIONWIDE TO END SOCIAL ISOLATION AND CREATE CULTURES OF BELONGING FOR EVERYONE. | $1,000 | |||||
| BIRTHRIGHT ISRAEL | ||||||||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | TO SUPPORT FRENCH AND UKRAINIAN PARTICIPANTS ON BIRTHRIGHT JOURNEYS AND STIPENDS. | $25,000 | |||||
| CALIBER SCHOOLS | ||||||||||||
| 3260 BLUME DRIVE 120 | RICHMOND | CA | 10001 | N/A | PC | TO CREATE A NETWORK OF PUBLIC K-12 CHARTER SCHOOLS IN THE BAY AREA | $15,000 | |||||
| CALIFORNIA PARTNERS PROJECT | ||||||||||||
| ONE LOMBARD STREET NO 305 | SAN FRANCISCO | CA | 94806 | N/A | PC | CHAMPIONS GENDER EQUITY ACROSS THE STATE | $100,000 | |||||
| CALMATTERS | ||||||||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | N/A | PC | TO SUPPORT THE FILLING OF THE GAP LEFT BY A SHIRNKING PRESS CORPS. | $5,000 | |||||
| CAMP TAWONGA | ||||||||||||
| 31201 MATHER ROAD | GROVELAND | CA | 95321 | N/A | PC | TO PROVIDE SUMMER CAMP THAT HOLDS PROGRAMMING FOR ALL AGES. | $7,500 | |||||
| CARE USA | ||||||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | N/A | PC | TO SAVE LIVES, DEFEAT POVERTY, AND ACHIEVE SOCIAL JUSTICE. | $10,000 | |||||
| CENTER FOR AMERICAN PROGRESS | ||||||||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | TO IMPROVE THE LIVES OF ALL AMERICANS, THROUGH BOLD, PROGRESSIVE IDEAS, AS WELL AS LEADERSHIP. | $50,000 | |||||
| CHRONICLE SEASON OF SHARING | ||||||||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | N/A | PC | TO PROVIDE ASSISTANCE TO STRENGTHEN THE STABILITY OF A FAMIY IN CRISIS. | $25,000 | |||||
| COLLEGE TRACK | ||||||||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | N/A | PC | A COMPREHENSIVE COLLEGE COMPLETION PROGRAM THAT EQUIPS STUDENTS CONFRONTING SYSTEMIC BARRIERS. | $5,000 | |||||
| COMMON SENSE MEDIA | ||||||||||||
| 650 TOWNSEND STREET SUITE 435 | SAN FRANCISCO | CA | 94103 | N/A | PC | TO CALL ATTENTION TO THE OUTSIZED INFLUENCE OF MEDIA AND TECH ON KIDS' LIVES AND TO EMPOWER FAMILIES. | $6,000 | |||||
| COMMUNITY DEVELOPMENT FINANCE | ||||||||||||
| 645 SANTA REY AVENUE | OAKLAND | CA | 94111 | N/A | PC | TO INCREASE THE AVAILABILITY OF CAPITAL, AND ACCESS TO FINANCIAL INSTITUTIONS IN LOW-INCOME COMMUNITIES | $45,000 | |||||
| COMPASS FAMILY SERVICES | ||||||||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | TO PROVIDE SUPPORT OF THE HOMELESS AND AT-RISK FAMILIES BECOME STABLY HOUSED, EMOTIONALLY AND PHYSICALLY HEALTHY. | $5,000 | |||||
| CONGREGATION EMANU-EL | ||||||||||||
| 2 LAKE STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | TO CONNECTING MEMBERS WITH THEIR JUDAISM AND HISTORY AT THE HIGHEST LEVEL AND BRINGING JEWISH VALUES TO LIFE IN MEANINGFUL AND INSPIRING WAYS. | $70,000 | |||||
| CONSERVATION INTERNATIONAL | ||||||||||||
| 2011 CRYSTAL DRIVE SUITE 600 | ARLINGTON | VA | 22202 | N/A | PC | TO EMPOWER SOCIETIES TO RESPONSIBLY AND SUSTAINABLY CARE FOR NATURE, AND GLOBAL BIODIVERSITY. | $5,000 | |||||
| DREAM CORPS | ||||||||||||
| 436 14TH STREET SUITE 920 | OAKLAND | CA | 94612 | N/A | PC | TO CLOSE PRISON DOORS AND OPENS DOORS OF OPPORTUNITY. WE BRING PEOPLE TOGETHER ACROSS RACIAL, SOCIAL, AND PARTISAN LINES TO CREATE A FUTURE WITH FREEDOM AND DIGNITY FOR ALL. | $2,500 | |||||
| EDGEWOOD CENTER FOR CHILDREN AND FAMILIES | ||||||||||||
| 1801 VICENTE STREET | SAN FRANCISCO | CA | 94116 | N/A | PC | TO AID FAMILIES WHO ARE STRUGGLING WITH MENTAL HEALTH CHALLENGES, ACHIEVE THEIR POTENTIAL. | $50,000 | |||||
| EPACENTER | ||||||||||||
| 1950 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | TO SUPPORT CREATIVE YOUTH DEVELOPMENT CENTER IN EAST PALO ALTO THAT AMPLIFIES THE CREATIVE POTENTIAL. | $15,000 | |||||
| EVERY MOTHER COUNTS | ||||||||||||
| 180 VARICK STREET ROOM 1116 | NEW YORK | NY | 100145434 | N/A | PC | WORK TO MAKE PREGNANCY AND CHILDBIRTH SAFE FOR EVERYONE, EVERYWHERE. | $7,500 | |||||
| FAMILY HOUSE INC | ||||||||||||
| 540 MISSION BAY BOULEVARD NORTH | SAN FRANCISCO | CA | 94610 | N/A | PC | TO HOUSE INDIVIDUALS IN NEED | $5,000 | |||||
| FUTURES WITHOUT VIOLENCE | ||||||||||||
| 100 MONTGOMERY STREET | SAN FRANCISCO | CA | 94158 | N/A | PC | TO PIONEER NEW STRATEGIES TO END VIOLENCE AGAINST WOMEN AND CHILDREN AT HOME AND ABROAD | $50,000 | |||||
| GIFFORDS FOUNDATION | ||||||||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO SUPPORT AN ORGANIZATION DEDICATED TO SAVING LIVES FROM GUN VIOLENCE. | $10,000 | |||||
| GLOBAL CITIZEN YEAR | ||||||||||||
| 1625 CLAY STREET 400 | OAKLAND | CA | 94129 | N/A | PC | LAUNCHING A GENERATION OF LEADERS | $40,000 | |||||
| GREENLIGHT CLINIC | ||||||||||||
| 1808 WEDEMEYER ST STE B-10 | SAN FRANCISCO | CA | 94129 | N/A | PC | TO PROVIDE FREE AND CONFIDENTIAL MENTAL HEALTH THERAPY FOR YOUNG PEOPLE 14-26 YEARS OLD IN THE SAN FRANCISCO BAY AREA SO THEY MAY DEVELOP SKILLS AND BEHAVIORS TO ATTAIN THEIR PERSONAL GOALS. | $7,500 | |||||
| HAIRTOSTAY | ||||||||||||
| 2234 BEACH STREET | SAN FRANCISCO | CA | 94123 | N/A | PC | TO PROVIDE FUNDS FOR RESEARCH OF MANUAL COLD CAPS. | $5,000 | |||||
| HEALTHRIGHT360 | ||||||||||||
| 1563 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | TO PROVIDE INTEGRATED MEDICAL, DENTAL, BEHAVIORAL HEALTH OUTPATIENT AND RESIDENTIAL TREATMENT. | $5,000 | |||||
| HOMELESS PRENATAL PROGRAM | ||||||||||||
| ONE LOMBARD STREET STE 303 | SAN FRANCISCO | CA | 94612 | N/A | PC | TO CHAMPION GENDER EQUITY ACROSS THE STATE AND ENSURE OUR STATE'S MEDIA AND TECHNOLOGY INDUSTRIES | $12,500 | |||||
| HONEYMOON ISRAEL FOUNDATION | ||||||||||||
| 1417 MAYSON STREET NE | ATLANTA | GA | 30324 | N/A | PC | TO PROVIDE IMMERSIVE TRIPS TO ISRAEL FOR LOCALLY BASED COHORTS OF COUPLES THAT HAVE AT LEAST ONE JEWISH PARTNER. | $36,000 | |||||
| HUMAN RIGHTS WATCH | ||||||||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 101183299 | N/A | PC | TO DEFEND THE RIGHTS OF PEOPLE IN 100 COUNTRIES WORLDWIDE, SPOTLIGHTING ABUSES AND BRINGING PERPETRATORS TO JUSTICE. | $2,000 | |||||
| IKAR | ||||||||||||
| 1737 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | N/A | PC | TO SUPPORT INSPIRED PEOPLE ACROSS THE RELIGIOUS SPECTRUM. | $18,000 | |||||
| IMPACT ISRAEL | ||||||||||||
| 4340 EAST-WEST HIGHWAY 202 | BETHESDA | MD | 94111 | N/A | PC | TO SUPPORT THE PROGRAMS AND ACTIVITIES OF YEMIN ORDE WINGATE YOUTH VILLAGE | $50,000 | |||||
| INTERNATIONAL MEDICAL CORPS | ||||||||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | N/A | PC | TO DELIVER EMERGENCY MEDICAL AND RELATED SERVICES TO THOSE AFFECTED BY CONFLICT, DISATER, AND DISEASE. | $7,500 | |||||
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | ||||||||||||
| PO BOX 61227 | PALO ALTO | CA | 20814 | N/A | PC | TO PROVIDE IMMEDIATE DISASTER RESPONSE AND LONG-TERM SUPPORT TO COMMUNITIES AFFECTED BY NATURAL DISASTER, DISEASE AND CIVIL UPHEAVAL | $50,000 | |||||
| J WEEKLY | ||||||||||||
| 225 BUSH STREET STE 480 | SAN FRANCISCO | CA | 941044281 | N/A | PC | TO SUPPORT A WEEKLY PRINT NEWSPAPER IN NORTHERN CALIFORNIA. | $15,000 | |||||
| JEWISH COALITION FOR LITERACY | ||||||||||||
| 131 STEUART ST 205 | SAN FRANCISCO | CA | 94105 | N/A | PC | TO PROVIDE A VISION OF SOCIETY WHERE ALL CHILDREN CAN READ AND HAVE THE TOLLS THEY NEED. | $2,000 | |||||
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | ||||||||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | TO BRING PEOPLE TOGETHER TO EXPLORE, CONNECT, AND FLOURISH. | $20,000 | |||||
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | N/A | PC | PURSUING A JUST SOCIETY AND A SECURE JEWISH FUTURE. | $75,000 | |||||
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | N/A | PC | TO SUPPORT AND DEVELOP THE CENTER FOR CHILDREN AND YOUTH. | $57,500 | |||||
| JEWISH FILM INSTITUTE | ||||||||||||
| 145 NINTH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | N/A | PC | TO INSPIRE COMMUNITIES IN SAN FRANCISCO AND AROUND THE WORLD TO EXPAND THEIR UNDERSTANDING OF JEWISH LIFE THROUGH FILM, MEDIA, AND DIALOGUE. | $25,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | N/A | PC | TO SUPPORT THE GROWTH IN SIZE AND IMPACT OF JEWISH PHILANTHROPY. | $18,000 | |||||
| JEWISH PARTISAN EDUCATIONAL FOUNDATION | ||||||||||||
| 2266 CALIFORNIA STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | TO DEVELOP AND DISTRIBUTE EFFECTIVE EDUCATIONAL MATERIALS ABOUT THE JEWISH PARTISANS AND THEIR LIFE LESSONS. | $2,000 | |||||
| JEWISH VOCATIONAL SERVICE | ||||||||||||
| 225 BUSH STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | N/A | PC | JVS TRANSFORMS LIVES BY HELPING PEOPLE BUILD SKILLS AND FIND WORK TO ACHIEVE SELF-SUFFICIENCY. | $15,000 | |||||
| KQED | ||||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | TO PROVIDE PUBLIC RADIO, TELEVISON, AND INDEPENDENT REPORTING ON ISSUES THAT MATTER TO THE BAY AREA. | $50,000 | |||||
| LAVA MAE | ||||||||||||
| 1701 MONARCH ST STE 200 | ALAMEDA | CA | 94306 | N/A | PC | TO CHANGE THE WAY THE WORLD SEES AND SERVES OUR UNHOUSED NEIGHBORS | $40,000 | |||||
| LIFE LEARNING ACADEMY | ||||||||||||
| 651 8TH STREET | SAN FRANCISCO | CA | 94130 | N/A | PC | TO SUPPORT A PUBLIC CHARTER HIGH SCHOOL SERVING BAY AREA STUDENTS SEEEKING AN ALTERNATIVE TO LARGE PUBLIC HIGH SCHOOLS. | $25,000 | |||||
| LOST WOMEN IN SCIENCE INITIATIVE | ||||||||||||
| UPON REQUEST | SAN FRANCISCO | CA | 94102 | N/A | PC | TO SUPPORT THE FORGOTTEN STORIES OF FEMALE SCIENTISTS WHO MADE GROUNDBREAKING ACHIEVEMENTS IN THEIR FIELDS AND TO INSPIRE GIRLS AND YOUNG WOMEN TO EMBARK ON CAREERS IN STEM. | $10,000 | |||||
| LULU & LEO FUND | ||||||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 94501 | N/A | PC | TO HELP CHILDREN AND FAMILIES FOSTER CREATIVE CONFIDENCE AND BUILD RESILIENCE THROUGH PROGRAMS THAT PROVIDE MEANINGFUL ENGAGEMENT WITH THE PRINCIPLES OF CREATIVITY | $10,000 | |||||
| MILLENNIUM SCHOOL | ||||||||||||
| 245 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | PROVIDING BOTH A RIGOROUS ACADEMIC PROGRAM AND A SCIENCE-BASED FOUNDATION. | $20,000 | |||||
| MINDFULNESS WITHOUT BORDERS | ||||||||||||
| 17 TARA HILL ROAD | TIBURON | CA | 10001 | N/A | PC | A LEADING PROVIDER OF EVIDENCED-BASED PROGRAMS ON SECULAR MINDFULNESS AND SOCIAL-EMOTIONAL INTELLIGENCE TO YOUTH, EDUCATORS, HEALTH AND CORPORATE PROFESSIONALS | $5,000 | |||||
| MUSEUM OF AFRICAN DIASPORA | ||||||||||||
| 685 MISSION STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | TO SUPPORT BLACK CULTURES, IGNITE CHALLENGING CONVERSATIONS, AND INSPIRE LEARNING THROUGH THE GLOBAL LENS OF THE AFRICAN DIASPORA. | $10,000 | |||||
| MUSEUM OF PERFORMANCE AND DESIGN | ||||||||||||
| 2200 JERROLD AVE STE T | SAN FRANCISCO | CA | 94124 | N/A | PC | TO SUPPORT THE LARGEST COLLECTION AND OFFERS A LIVING RECORD OF THE HISTRY OF PERFORMING ARTS IN THE BAY AREA. | $2,000 | |||||
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||||||
| 335 SOUTH VAN NESS AVENUE | SAN FRANCISCO | CA | 94103 | N/A | PC | TO PROTECT AND EXPAND REPRODUCTIVE RIGHTS FOR ALL. | $1,000 | |||||
| NEW ISRAEL FUND | ||||||||||||
| 2503 CLAY ST | SAN FRANCISCO | CA | 94115 | N/A | PC | TO BUILD A STRONGER DEMOCRACY IN ISRAEL, ROOTED IN THE VALUES OF EQUALITY. | $3,600 | |||||
| NEW VENTURE FUND | ||||||||||||
| 1201 CONNECTICUT AVENUE NW NO 300 | WASHINGTON | DC | 94920 | N/A | PC | TO HELP BUILD A JUST, EQUITABLE, AND SUSTAINABLE FUTURE | $75,000 | |||||
| ONETABLE | ||||||||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | EMPOWERS PEOPLE WHO DON'T HAVE A CONSISTENT SHABBAT DINNER PRACTICE. | $25,000 | |||||
| OUTWARD BOUND | ||||||||||||
| PO BOX 29632 THE PRESIDIO | SAN FRANCISCO | CA | 94129 | N/A | PC | TO DELIVER CHALLENGING OUTDOOR ADVENTURE PROGRAMS FOR PEOPLE OF ALL AGES AND WALKS OF LIFE. | $5,000 | |||||
| PEER HEALTH EXCHANGE | ||||||||||||
| PO BOX 22375 | PASADENA | CA | 911852375 | N/A | PC | TO SUPPORT AND BULD HEALTHIER COMMUNITIES WITH THE YOUNG PEOPLE. | $50,000 | |||||
| PREVENTIVE MEDICINE RESEARCH INSTITUTE | ||||||||||||
| 900 BRIDEWAY | SAUSALITO | CA | 94965 | N/A | PC | TO DEMONSTRATE HOW LIFESTYLE MEDICINE CAN REVERSE, TREAT, AND PREVENT CHRONIC DISEASES. | $15,000 | |||||
| PROJECT HEALTHY MINDS | ||||||||||||
| PO BOX 1221 | NEW YORK | NY | 10018 | N/A | PC | TO BUILD A MORE SUPPORTIVE WORLD FOR THOSE WITH MENTAL HEALTH CONDITIONS. | $50,000 | |||||
| READING PARTNERS | ||||||||||||
| 180 GRAND AVENUE NO 800 | OAKLAND | CA | 20036 | N/A | PC | TO PROVIDE STUDENTS IN UNDER-RESOURCED SCHOOLS WITH THE PROVEN, INDIVIDUALIZED READING SUPPORT THEY NEED TO READ AT GRADE LEVEL BY FOURTH GRADE | $10,000 | |||||
| REBOOT INC | ||||||||||||
| 734 LONGMEADOW STREET NO 10 | LONGMEADOW | MA | 94612 | N/A | PC | TO FACILITATE IN ADDRESSING INDIVIDUAL'S QUESTIONS AND CONCERNS REGARDING JEWISH IDENTITY, COMMUNITY AND MEANING | $10,000 | |||||
| SAFE & SOUND | ||||||||||||
| 246 FIFTH AVENUE SUITE 420 | NEW YORK | NY | 10001 | N/A | PC | BUILD A FUTURE WITH SAFE KIDS, STRONG FAMILIES & SOUND COMMUNITIES. | $75,000 | |||||
| SAN FRANCISCO FREE CLINIC | ||||||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | N/A | PC | TO PROVIDE FREE, ACCESSIBLE MEDICAL TREATMENT TO THE UNINSURED WHILE PROVIDING PRIMARY CARE. | $2,500 | |||||
| SAN FRANCISCO GENERAL HOSPITAL | ||||||||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 01106 | N/A | PC | TO SUPPORT AND FUND EXCELLENCE IN PATIENT CARE | $50,000 | |||||
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||||||||
| 235 MONTGOMERY STREET SUITE 760 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO SHARE ART AND THE CREATIVE PROCESS TO OPEN MINDS AND HELP BUILD A BETTER WORLD. | $100,000 | |||||
| SAN FRANCISCO SYMPHONY | ||||||||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | TO PROVIDE MUSIC EDUCATION FOR EVERYBODY. | $5,000 | |||||
| SGA YOUTH & FAMILY SERVICES | ||||||||||||
| 11 E ADAMS SUITE 240 | CHICAGO | IL | 60603 | N/A | PC | TO HELP CHILDREN, FAMILIES, AND COMMUNITIES FACING GREAT CHALLENGES TO REALIZE THEIR POTENTIAL. | $1,250 | |||||
| SHALOM BAYIT | ||||||||||||
| PO BOX 2883 | BERKELEY | CA | 94702 | N/A | PC | TO FOSTER THE SOCIAL CHANGE AND COMMUNITY RESPONSE NECESSARY TO ERADICATE DOMESTIC VIOLENCE IN THE JEWISH COMMUNITY. | $2,500 | |||||
| SPARK SF PUBLIC SCHOOLS | ||||||||||||
| 135 VAN NESS AVENUE ROOM 119 | SAN FRANCISCO | CA | 94102 | N/A | PC | TO SUPPORT PASSIONATE ADVANCING EDUCATION. | $10,000 | |||||
| STERN GROVE FESTIVAL | ||||||||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | N/A | PC | TO MAKE LIVE MUSICAL EXPERIENCES ACCESSIBLE TO ALL. | $5,000 | |||||
| TEACH FOR ALL | ||||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | TO TACKLE THE COMPLEX CHALLENGES FACING CHILDREN IN DISADVANTAGED COMMUNITIES. | $40,000 | |||||
| THE BARACK OBAMA FOUNDATION | ||||||||||||
| 5235 SOUTH HARPER COURT NO 1140 | CHICAGO | IL | 94141 | N/A | PC | TO INSPIRE, EMPOWER, AND CONNECT PEOPLE TO CHANGE THEIR WORLD AND TO HONOR THE LEGACY OF PRESIDENT AND MRS. OBAMA | $100,000 | |||||
| THE EDIBLE SCHOOLYARD PROJECT | ||||||||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | N/A | PC | TO SUPPORT FARMERS AND RANCHERS WHO TAKE CARE OF THE LAND AND THEIR WORKERS. | $12,500 | |||||
| THE REPRESENTATION PROJECT | ||||||||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | TO PROMOTE GENDER EQUALITY BY EXPOSING HARMFUL GENDER STEREOTYPES IN MEDIA AND CULTURE. | $10,000 | |||||
| THE WASHINGTON INSTITUTE | ||||||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST AND TO PROMOTE THE POLICIES THAT SECURE THEM. | $10,000 | |||||
| TIPPING POINT COMMUNITY | ||||||||||||
| 220 MONTGOMERY STREET NO 850 | SAN FRANCISCO | CA | 60615 | N/A | PC | TO BREAK THE CYCLE OF POVERTY FOR PEOPLE IN THE BAY AREA WHO DON'T HAVE THE RESOURCES TO MEET THEIR BASIC NEEDS | $25,000 | |||||
| TURNAROUND FOR CHILDERN | ||||||||||||
| 25 W 45TH STREET | NEW YORK | NY | 10036 | N/A | PC | TO EMBED AN EQUITABLE WHOLE-CHILD PURPOSE INTO OUR EDUCATION SYSTEM. | $40,000 | |||||
| UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION | ||||||||||||
| 2201 BROADWAY NO 600 | OAKLAND | CA | 94104 | N/A | PC | TO SUPPORT UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND AND SAN FRANCISCO'S PROGRAMS, SERVICES AND OPERATIONS | $125,000 | |||||
| UCSF CENTER FOR COMMUNITY AND HEALTH | ||||||||||||
| 675 18TH STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | TO IMPROVE INDIVIDUAL AND POPULATION HEALTH THROUGH RESEARCH AND TEACHING ADDRESSING THE SOCIAL, BEHAVIORAL AND OLICY ASPECTS OF HEALTH AND HEALTH CARE. | $350,000 | |||||
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||||||
| 220 MONTGOMERY ST 5TH FL | SAN FRANCISCO | CA | 94612 | N/A | PC | TO SUPPORT UCSF'S CORE MISSION OF ADVANCING HEALTH WORLDWIDE BY RAISING MONEY FOR THE UNIVERSITY | $40,000 | |||||
| UNIVERSITY OF SAN FRANCISCO | ||||||||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | N/A | PC | TO PROVIDE UNDERGRADUATES WITH THE COLLEGE EXPERINCE. | $10,000 | |||||
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 94104 | N/A | PC | TO AID UNIVERSITY OF WISCONSIN-MADISON BY SOLICITING GIFTS & BEQUESTS, ADMINISTERS & INVESTS SECURITIES & PROPERTIES, & DISTRIBUTES PAYMENTS FOR THE BENEFIT OF UNIVERSITY OF WISCONSIN - MADISON | $100,000 | |||||
| VALUE CULTURE | ||||||||||||
| 400 SPEAR STREET 102 | SAN FRANCISCO | CA | 94105 | N/A | PC | TO SUPPORT ARTISTIC, EDUCATIONAL, CHARITABLE, AND SPIRITUAL EVENTS TO INSPIRE INDIVIDUALS TO GIVE BACK TO THIER COMMUNITIES. | $5,000 | |||||
| VIBE ISRAEL USA | ||||||||||||
| N/A | PC | TO SUPPORT SHARING ISRAEL'S AUTHENTIC STORY WITH THE NORTH AMERICAN NEXT GEN. | $5,000 | BE ALL ALON TOWER 1 94 | TEL AVIVYAFO | YIGAL ALON | IS | 6789155 | ||||
| VITAL VOICES GLOBAL PARTNERSHIP | ||||||||||||
| 1509 16TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT NATIONS AND COMMUNITES THAT CANNOOT MOVE FORWARD WITHOUT WOMEN'S VOICERS IN LEASERSHIP. | $2,500 | |||||
| WHEN WE GATHER | ||||||||||||
| CONSTITUTION AVE NW | WASHINGTON | DC | 20565 | N/A | PC | TO CELEBRATE WOMEN WHO HAVE PLAYED AN ELEMENTAL ROLE IN THE PROGRESS OF THE UNITED STATES AND OFFERS A CALL TO CREATE A PATH FORWARD FOR THE LEADERS OF THE FUTURE. | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,726,650 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AT THE WELL PROJECT | |||||||
| 5007 PROVIDENCE ROAD 111 | CHARLOTTE | NC | 28226 | N/A | PC | TO PROVIDE A VIBRANT JEWISH COMMUNITY FOR YOUNG ADULTS BY SUPPORTING LEADERS IN THEIR 20S. | $10,000 |
| BEND THE ARC | |||||||
| 330 SEVENTH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | TO UNITE AND MOBILIZE PROGRESSIVE JEWISH VOICES FOR JUSTICE. | $5,000 |
| BIRTHRIGHT ISRAEL | |||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | TO SUPPORT FRENCH AND UKRAINIAN PARTICIPANTS ON BIRTHRIGHT JOURNEYS AND STIPENDS. | $25,000 |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | TO IMPROVE THE LIVES OF ALL AMERICANS, THROUGH BOLD, PROGRESSIVE IDEAS, AS WELL AS LEADERSHIP. | $50,000 |
| EPACENTER | |||||||
| 1950 BAY ROAD | EAST PALO ALTO | CA | 94303 | N/A | PC | TO SUPPORT CREATIVE YOUTH DEVELOPMENT CENTER IN EAST PALO ALTO THAT AMPLIFIES THE CREATIVE POTENTIAL. | $30,000 |
| GIFFORDS FOUNDATION | |||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO SUPPORT AN ORGANIZATION DEDICATED TO SAVING LIVES FROM GUN VIOLENCE. | $10,000 |
| HONEYMOON ISRAEL FOUNDATION | |||||||
| 1417 MAYSON STREET NE | ATLANTA | GA | 30324 | N/A | PC | TO PROVIDE A VISION OF SOCIETY WHERE ALL CHILDREN CAN READ AND HAVE THE TOLLS THEY NEED. | $36,000 |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | |||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | TO BRING PEOPLE TOGETHER TO EXPLORE, CONNECT, AND FLOURISH. | $10,000 |
| JEWISH FILM INSTITUTE | |||||||
| 145 NINTH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | N/A | PC | TO INSPIRE COMMUNITIES IN SAN FRANCISCO AND AROUND THE WORLD TO EXPAND THEIR UNDERSTANDING OF JEWISH LIFE THROUGH FILM, MEDIA, AND DIALOGUE. | $100,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | TO PROVIDE PUBLIC RADIO, TELEVISON, AND INDEPENDENT REPORTING ON ISSUES THAT MATTER TO THE BAY AREA. | $100,000 |
| LAVA MAE | |||||||
| 1015 FILLMORE STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | TO CREATE A GLOBAL NETWORK OF COMMUNITIES LAUNCHING AND SUSTAINING LAVAMAE-DESIGNED PROGRAMS THAT SERVE 100,000 PEOPLE MOVING THROUGH HOMELESSNESS BY 2024. | $15,000 |
| MUSEUM OF AFRICAN DIASPORA | |||||||
| 685 MISSION STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | TO SUPPORT BLACK CULTURES, IGNITE CHALLENGING CONVERSATIONS, AND INSPIRE LEARNING THROUGH THE GLOBAL LENS OF THE AFRICAN DIASPORA. | $10,000 |
| ONETABLE | |||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | EMPOWERS PEOPLE WHO DON'T HAVE A CONSISTENT SHABBAT DINNER PRACTICE. | $25,000 |
| OUTWARD BOUND | |||||||
| PO BOX 29632 THE PRESIDIO | SAN FRANCISCO | CA | 94129 | N/A | PC | TO DELIVER CHALLENGING OUTDOOR ADVENTURE PROGRAMS FOR PEOPLE OF ALL AGES AND WALKS OF LIFE. | $5,000 |
| PEER HEALTH EXCHANGE | |||||||
| PO BOX 22375 | PASADENA | CA | 911852375 | N/A | PC | TO SUPPORT AND BULD HEALTHIER COMMUNITIES WITH THE YOUNG PEOPLE. | $200,000 |
| PROJECT HEALTHY MINDS | |||||||
| PO BOX 1221 | NEW YORK | NY | 10018 | N/A | PC | TO BUILD A MORE SUPPORTIVE WORLD FOR THOSE WITH MENTAL HEALTH CONDITIONS. | $50,000 |
| REBOOT INC | |||||||
| 9242 LIGHTWAVE AVE 120 | SAN DIEGO | CA | 92123 | N/A | PC | TO SUPPORT BUSINESSES THROUGHOUT THE INDIANAPOLIS AREA. | $12,000 |
| SAN FRANCISCO SYMPHONY | |||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | N/A | PC | TO PROVIDE MUSIC EDUCATION FOR EVERYBODY. | $40,000 |
| SF JAZZ | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | TO SUPPORT ALL-AGES MUSIC VENURE IN THE HAYES VALLEY NEIGHBORHOOD OF SAN FRANCISCO. | $25,000 |
| SFMOMA | |||||||
| 151 3RD STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | TO SUPPORT MODERN AND CONTEMPORARY ART MUSEUM LOCATED IN SAN FRANCISCO. | $102,500 |
| TEACH FOR ALL | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | TO TACKLE THE COMPLEX CHALLENGES FACING CHILDREN IN DISADVANTAGED COMMUNITIES. | $40,000 |
| TURNAROUND FOR CHILDERN | |||||||
| 25 W 45TH STREET | NEW YORK | NY | 10036 | N/A | PC | TO EMBED AN EQUITABLE WHOLE-CHILD PURPOSE INTO OUR EDUCATION SYSTEM. | $40,000 |
| UCSF CENTER FOR COMMUNITY AND HEALTH | |||||||
| 675 18TH STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | TO IMPROVE INDIVIDUAL AND POPULATION HEALTH THROUGH RESEARCH AND TEACHING ADDRESSING THE SOCIAL, BEHAVIORAL AND POLICY ASPECTS OF HEALTH AND HEALTH CARE. | $550,000 |
| UCSF CHANCELLOR'S CIRCLE | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | N/A | PC | TO SUPPORT A COMMUNITY OF LIKE-MINDED PEOPLE WHO ARE DEEPLY CONNECTED TO UCSF'S CORE MISSION OF ADVANCING HEALTH WORLDWIDE. | $50,000 |
| UNIVERSITY OF WISCONSIN - CENTER FOR HEALTHY MINDS | |||||||
| 625 W WASHINGTON AVE | MADISON | WI | 53703 | N/A | PC | TO PROVIDE SUPPORT FOR THE GLOBAL LEADERS IN UNDERSTANDING THE MIND. | $120,000 |
| YEMIN ORDE | |||||||
| 200 HIGHLAND AVENUE STE 301 | NEEDHAM | MA | 02494 | N/A | PC | TO PROVIDE HOME, SCHOOL, AND SAFE HAVEN TO MORE THAN 400 AT-RISK TEENS AROUND THE WORLD. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,710,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,353 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $259,391 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $773,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,034,597 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,034,597 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $39,975 | $0 | $0 |
| TAX PREPARATION | $24,250 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NOTHERN TRUST | BondNm |
| EOY Book Value | $11,977,452 | EOYBookValueAmt |
| EOYFMV | $11,977,452 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $7,982,222 | EOYBookValueAmt |
| EOYFMV | $7,982,222 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CANYON ESG CREDIT FUND (CAYMAN) LTD | FMV | $3,587,659 | $3,587,659 |
| EMPYREAN CAPITAL OVERSEAS FUND LTD | FMV | $3,704,150 | $3,704,150 |
| FARALLON CAPITAL F5 INVESTORS I LP | FMV | $2,361,174 | $2,361,174 |
| GENERATION IM ASIA FUND LP | FMV | $2,903,049 | $2,903,049 |
| GENERATION IM GLOBAL EQUITY FUND LLC | FMV | $8,012,700 | $8,012,700 |
| STEADFAST INTERNATIONAL, LTD | FMV | $3,754,334 | $3,754,334 |
| OCTAGON INVESTMENTS OFFSHORE FUND LTD | FMV | $1,844,212 | $1,844,212 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $525 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $569 | $0 | $0 |
| EQUIPMENT AND SOFTWARE | $2,247 | $0 | $0 |
| PAYROLL FEES | $2,804 | $0 | $0 |
| INSURANCE | $958 | $0 | $0 |
| WEBSITE DEVELOPMENT | $65,475 | $0 | $0 |
| INVESTMENT EXPENSES FROM PASSTHROUGH | $0 | $116,713 | $0 |
| MEMBERSHIP FEES | $22,600 | $0 | $0 |
| PUBLIC RELATIONS | $22,050 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME FROM PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63,161 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,114,096 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT CONSULTANT | $6,540 | $0 | $0 |
| CONTRACTED SERVICES | $98,705 | $0 | $49,353 |
| INVESTMENT MANAGEMENT FEES | $78,628 | $78,628 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $16,550 | $0 | $8,275 |
| CA TAXES | $61 | $0 | $0 |
| FEDERAL EXCISE TAXES | $12,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $4,591 | $0 |