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STUPSKI FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
STUPSKI FOUNDATION (EIN 68-0397103)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349110270
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T20:07:40-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEILER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1THREE LAGOON DR STE 400AddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94065ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680397103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STUPSKI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% LORREE NOVOTNYInCareOfNm
Business Name ControlSTUPBusinessNameControlTxt
Phone4156554400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line190 NEW MONTGOMERY STREET STE 1100AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941054551ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLORREE NOVOTNYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4156554400PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLORREEPersonFirstNm
Person LastNOVOTNYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID M SACARELOSPreparerPersonNm
PTINP00082838PTIN
Phone6503654646PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$306,547,037FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$103,000,371ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,646,070DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,325,664DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,188,870NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$86,204,076GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,753,345CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$259,870OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$134,835,311TotalRevAndExpnssAmt
Total Net Invst Incm$27,819,139TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,510,181CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$140,359CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$975,434CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,033,268OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$121,910OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,911,357OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$741,447PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$64,796PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$633,977PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$54,591LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$46,203LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$175,215AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$81,175AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$81,175AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$667,228OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$368,556OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$305,205OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$412,793TaxesRevAndExpnssAmt
Taxes Net Invst Incm$29,876TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$170,320DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$512,875OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$45,370OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$467,505OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$217,239TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,406TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$201,200TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,480,501OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$776,850OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,318,631OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,975,658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,635,298TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,940,687TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,023,185ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,188,835ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,998,843TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,635,298TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$46,129,522TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$91,836,468ExcessRevenueOverExpensesAmt
Net Investment Income$26,183,841NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,588,022SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,422,602SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,422,602SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$115,888PrepaidExpensesBOYAmt
US Government Obligations BOY$71,267,408USGovernmentObligationsBOYAmt
US Government Obligations EOY$37,550,138USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$37,550,138USGovtObligationsEOYFMVAmt
Corporate Stock BOY$7,326,276CorporateStockBOYAmt
Other Investments BOY$146,291,902OtherInvestmentsBOYAmt
Other Investments EOY$110,233,221OtherInvestmentsEOYAmt
Other Investments EOYFMV$110,233,221OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,216,989LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$221,459LandBldgEquipAccumDeprecAmt
Land BOY$1,165,851LandBOYAmt
Land EOY$995,530LandEOYAmt
Land EOYFMV$995,530LandEOYFMVAmt
Other Assets BOY$11,022,459OtherAssetsBOYAmt
Other Assets EOY$138,345,546OtherAssetsEOYAmt
Other Assets EOYFMV$138,345,546OtherAssetsEOYFMVAmt
Total Assets BOY$238,777,806TotalAssetsBOYAmt
Total Assets EOY$306,547,037TotalAssetsEOYAmt
Total Assets EOYFMV$306,547,037TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,178,866AccountsPayableBOYAmt
Accounts Payable EOY$1,773,485AccountsPayableEOYAmt
Grants Payable BOY$22,734,507GrantsPayableBOYAmt
Grants Payable EOY$17,568,857GrantsPayableEOYAmt
Total Liabilities BOY$23,913,373TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,342,342TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$214,864,433NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$184,204,324NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets EOY$103,000,371DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$214,864,433TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$287,204,695TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$238,777,806TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$306,547,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$214,864,433TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$91,836,468ExcessRevenueOverExpensesAmt
Subtotal$306,700,901SubtotalAmt
Other Decreases$19,496,206OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$287,204,695TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$56,138,391$52,584,624$3,553,767$3,553,767
PORTFOLIO INVESTMENTSP$23,915,319$7,452,005$16,463,314$16,463,314
CAPITAL GAINS FROM 2020 K-1SP$6,150,366$414,102$5,736,264$5,736,264
FieldValueIRS element (for citing)
Capital Gain Net Income$25,753,345CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$363,955InvestmentIncomeExciseTaxAmt
Subtotal$363,955SubtotalAmt
Tax Based On Investment Income$363,955TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$259,598EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$180,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$439,598TotalPaymentsAndCreditsAmt
Overpayment$75,643OverpaymentAmt
Applied To ES Tax$75,643AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressHTTP://WWW.STUPSKI.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LORREE NOVOTNYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4156554400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line190 NEW MONTGOMERY ST SUITE 1100AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941054551ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOYCE L STUPSKI DECEASED
90 NEW MONTGOMERY STREET 1100SAN FRANCISCOCA94105BOARD CHAIR10.0$0$0$0
JAMES G B DEMARTINI III
90 NEW MONTGOMERY STREET 1100SAN FRANCISCOCA94105DIRECTOR5.0$0$0$0
KELVIN TAKETA
90 NEW MONTGOMERY STREET 1100SAN FRANCISCOCA94105DIRECTOR5.0$0$0$0
TOM LAYTON
90 NEW MONTGOMERY STREET 1100SAN FRANCISCOCA94105DIRECTOR5.0$0$0$0
GLEN GALAICH
90 NEW MONTGOMERY STREET 1100SAN FRANCISCOCA94105CHIEF EXECUTIVE OFFICER40.0$472,500$60,351$0
PARAG GUPTA
90 NEW MONTGOMERY STREET 1100SAN FRANCISCOCA94105CHIEF PROGRAM OFFICER40.0$365,357$43,057$0
KARIE DEWAN
90 NEW MONTGOMERY STREET 1100SAN FRANCISCOCA94105CFO/SECRETARY36.0$277,935$40,768$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmt
LALITHA VAIDYANATHAN
90 NEW MONTGOMERY SUITE 1100SAN FRANCISCOCA94105SENIOR ADVISOR29.5$343,160$30,232
DANIEL TUTTLE
90 NEW MONTGOMERY SUITE 1100SAN FRANCISCOCA94105DIRECTOR40.0$308,038$46,861
ELVIN PADILLA
90 NEW MONTGOMERY SUITE 1100SAN FRANCISCOCA94105DIRECTOR40.0$256,850$44,777
JENNIFER NGUYEN
90 NEW MONTGOMERY SUITE 1100SAN FRANCISCOCA94105DIRECTOR40.0$256,850$36,975
CLAIRE CALLAHAN
90 NEW MONTGOMERY SUITE 1100SAN FRANCISCOCA94105DIRECTOR40.0$180,850$28,529
FieldValueIRS element (for citing)
Other Employee Paid Over50k6OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CENTER FOR EQUITY & INCLUSION
PO BOX 12188PORTLANDOR97212CONSULTATION$607,000
TRANSFORMING CARE PARTNERS
2209 9TH AVENUESAN FRANCISCOCA94116CONSULTATION$407,897
PATRICK LEE
452 ULLOA STREETSAN FRANCISCOCA94127CONSULTATION$381,615
CMB ADVISORS
221 MAIN STREET 1198LOS ALTOSCA94022CONSULTATION$277,238
Hall Capital Partners LLC
ONE MARITIME PLAZA 5TH FLOORSAN FRANCISCOCA94111Investment Managemen$258,234
FieldValueIRS element (for citing)
Contractor Paid Over50k11ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE ATTACHMENT DDescription1Txt
Expenses1$450,181Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1METTLE HEALTH - TO PROVIDE FUNDS FOR EXPANSION OF CULTURALLY RELEVANT MENTAL HEALTH SERVICESDescription1Txt
Expenses1$50,000Expenses1Amt
Total$50,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$68,587,384AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,178,549AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$135,371,370FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$208,137,303TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$208,137,303AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,122,060CashDeemedCharitableAmt
Net Vl Noncharitable Assets$205,015,243NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,250,762MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,250,762MinimumInvestmentReturnAmt
Tax Based On Investment Income$363,955TaxBasedOnInvestmentIncomeAmt
Income Tax$26,238IncomeTaxAmt
Total Tax$390,193TotalTaxAmt
Distributable Before Adj$9,860,569DistributableBeforeAdjAmt
Distributable Before Ded$9,860,569DistributableBeforeDedAmt
Distributable As Adjusted$9,860,569DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,129,522ExpensesAndContributionsAmt
Program Related Invst Total$50,000ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$167,113CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$46,346,635QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,346,635AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,860,569DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$3,760,783ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,049,537ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,775,704ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,597,593ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,183,617TotalExcessDistributionCyovAmt
Qualifying Distributions$46,346,635QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$9,860,569AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,486,066RemainingDistriFromCorpusAmt
Total Corpus$70,669,683TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$70,669,683ExcessDistriCyovToNextYrAmt
Excess From Year4$3,760,783ExcessFromYear4Amt
Excess From Year3$8,049,537ExcessFromYear3Amt
Excess From Year2$9,775,704ExcessFromYear2Amt
Excess From Year1$12,597,593ExcessFromYear1Amt
Excess From Current Year$36,486,066ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAWRENCE J STUPSKI DECEASED LAWContributingManagerNm
Contributing ManagerDATED 9201990ContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (199 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10000 Degrees
1650 Los Gamos Road Suite 110San RafaelCA94903N/APCTo support the strategic growth of innovative College Access and College Success Programming in the San Francisco Unified School District.$300,000
ACCMA Community Health Foundation
6230 Claremont AveOAKLANDCA94618N/APCTo prevent and mitigate COVID-19 infections in nursing homes by leveraging the Alameda County Long Term Care Partnership to coordinate testing and knowledge transfer from hospital-based nurses to the 70 long-term care facilities in the county.$450,000
ACCMA Community Health Foundation
6230 Claremont AveOAKLANDCA94618N/APCTo improve the capacity for Alameda County's long-term care facilities to respond to COVID-19 through coordination among the cohort and with public authorities and on-site and virtual technical assistance from volunteer physicians.$30,000
Public Health Institute
555 12th Street Suite 290OaklandCA94607N/APCTo support the Alameda County Care Alliance project's upgrades of policies, procedures, and technology to finalize a contracting relationship with a major health system.$75,000
Alameda County Community Food Bank
7900 Edgewater DriveOaklandCA94612N/APCTo provide support to strengthen the nutrition safety net, measure the hunger gap in Alameda County, and shift priorities to close it.$675,000
Alameda County Community Food Bank
7900 Edgewater DriveOaklandCA94612N/APCTo provide general operating support.$500,000
Alameda Health System Foundation
350 Frank H Ogawa Plaza 900OaklandCA94612N/APCTo implement serious illness care programs focused on standing up and financially sustaining new interdisciplinary inpatient palliative care at multiple sites.$719,000
Alameda Health System Foundation
350 Frank H Ogawa Plaza 900OaklandCA94612N/APCTo expand inpatient palliative care capacity at Highland Hospital via telemedicine.$275,000
Alameda County Deputy Sheriffs Activities League
16378 E 14th St Ste 204San LeandroCA94578N/APCTo support the ALL In Alameda project's Eden Area COVID Emergency Food Access Response.$350,000
County of Alameda
1221 Oak St Ste 536OaklandCA94612N/AGOVTo support the evaluation of the ALL In Alameda County Food as Medicine Initiative. The evaluation will inform health payers and policymakers on the value of the model's components to reduce cost and improve quality and population health in community clinics. All of these important elements are needed to support a sustainable business case for the model to be adopted and covered by payors and health plans.$200,000
Community Youth Center of San Francisco
1038 Post StSan FranciscoCA94109N/APCTo support the API Council project's COVID-19 Emergency Fund.$200,000
Community Youth Center of San Francisco
1038 Post StSan FranciscoCA94109N/APCTo support the API Council project in its food systems planning with and for the greater API community in San Francisco.$200,000
Article3org
1007 General Kennedy Avenue SuiteSan FranciscoCA94129N/APOFTo sponsor the annual Human Rights Day event.$25,000
Asian Health Services
101 8th StreetOaklandCA94607N/APCTo increase telehealth capacity to better respond to COVID-19.$20,000
Braven
171 N AberdeenChicagoIL60607N/APCTo expand the career accelerator course and internship/job program at San Jose State University.$300,000
BVM Capacity Building Institute Inc
3390 Stonewall Tell Road SouthwestAtlantaGA30349N/APCTo provide general operating support.$90,000
California Association of Food Banks
1624 Franklin St 722OaklandCA94612N/APCTo provide general operating support.$175,000
California Association of Food Banks
1624 Franklin St 722OaklandCA94612N/APCTo provide general operating support.$200,000
California Budget & Policy Center
1107 9th Street Suite 310SacramentoCA95814N/APCTo provide general operating support.$100,000
California State University East Bay Foundation
25800 CARLOS BEE BLVDHAYWARDCA945423000N/APCTo support the development and implementation of predictive analytics and proactive advising.$2,666,666
California State University East Bay Foundation
25800 CARLOS BEE BLVDHAYWARDCA945423000N/APCTo provide general operating support.$25,000
Catholic Charities CYO of the Archdiocese of San F
1555 39th AvenueSan FranciscoCA94122N/APCTo provide general operating support.$50,000
Center for Ecoliteracy
2150 Allston Way Suite 270BerkeleyCA94704N/APCTo support assisting Oakland Unified School District's efforts to successfully operationalize the new Central Kitchen.$50,000
University of California Berkeley Foundation
1995 University Ave Ste 401BerkeleyCA94704N/APCTo support the Center for Educational Partnerships.$40,000
The Regents of the University of California Berke
2195 Hearst Ave Rm 120BerkeleyCA94720N/APCTo 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.$284,000
Center for Technology and Civic Life
233 North Michigan Avenue Ste 1800ChicagoIL60601N/APCTo provide general operating support.$50,000
Center for Youth Wellness
1329 Evans Avenue Administrative OSan FranciscoCA941241705N/APCTo provide general operating support.$250,000
Center for Youth Wellness
1329 Evans Avenue Administrative OSan FranciscoCA941241705N/APCTo provide general operating support.$250,000
Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place Box 1049New YorkNY10029N/APCTo provide support to the Center to Advance Palliative Care.$25,000
Centro Legal de la Raza
3022 International BoulevardOaklandCA94601N/APCTo support the Oakland Undocumented Relief Fund.$75,000
The Friends of Chabot College
Chabot College 25555 Hesperian BlvdHaywardCA94545N/APCTo provideemergency cash grants and laptop purchases for students in need.$150,000
Children Now
1404 FRANKLIN STREET SUITE 700OaklandCA94612N/APCTo increase organizational capacity to conduct the research, policy development, and advocacy needed to push California to establish a priority focus on child health outcomes.$168,000
Chinatown Community Development Center
1525 Grant AveSan FranciscoCA94133N/APCTo support Feed + Fuel mobilization as a COVID-19 response.$250,000
Chinese Hospital Association
845 Jackson Street CA 94133San FranciscoCA94133N/APCTo implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service.$200,000
Chinese Hospital Association
845 Jackson Street San Francisco CSan FranciscoCA94133N/APCTo set up a mobile clinic serving seniors living in single-room occupancy buildings in Chinatown as part of a broader COVID-19 response strategy.$250,000
East Bay Community Foundation
De Domenico Building 200 Frank H OOaklandCA94612N/APCTo support the Hayward Relief Fund.$300,000
New Venture Fund
1201 Connecticut Ave NW Suite 300WashingtonDC20036N/APCTo support COVID-19 relief and response in the City of Oakland.$500,000
Coalition to Transform Advanced Care
1299 PENNSYLVANIA AVE NW STE 1175WashingtonDC200042426N/APCTo support serious illness care payment reform efforts.$300,000
Code for America Labs Inc
972 Mission Street 5th FloorSan FranciscoCA94103N/APCTo build out a pandemic electronic benefit transfer (P-EBT) platform.$250,000
Code for America Labs Inc
972 Mission Street 5th FloorSan FranciscoCA94103N/APCTo support testing new programs and scaling existing programs for GetCalFresh in San Francisco and Alameda counties.$154,000
Comfort Homesake Inc
6955 Foothill BlvdOaklandCA94605N/APCTo expand outreach to the Latinx community in Alameda County and identify additional partners willing to participate in providing community health care resources for advance care planning.$50,000
MarketSkills Inc
3105 San Pablo AveOaklandCA94608N/APCTo support innovating CalFresh point of sale and outreach through the Community Foods Market project.$40,000
MarketSkills Inc
3105 San Pablo AveOaklandCA94608N/APCTo support the Community Foods Market project.$132,500
MarketSkills Inc
3105 San Pablo AveOaklandCA94608N/APCTo support the Community Foods project's COVID-19 responses for West Oakland Community.$80,000
MarketSkills Inc
3105 San Pablo AveOaklandCA94608N/APCTo support the Community Foods project's COVID-19 responses for West Oakland Community.$130,000
Compassion & Choices
POBox 101810DenverCO80250N/APCTo support implementation and revisions of the Our Care, Our Choice Act in Hawai'i.$128,640
Curry Senior Center
333 Turk StreetSan FranciscoCA94012N/APCTo support the response to COVID-19, including procurement and delivery of essential supplies, food safety and preparation equipment, and the delivery of services online.$25,000
Daybreak Adult Care Centers
510 17th Street Suite 200OaklandCA94612N/APCTo support planning to test the feasibility of the model at the adult day centers and other alternative sites of an Adult Day Co-op Program, a program where caregivers would volunteer hours at adult day centers in exchange for reduced or free hours for their care recipient loved ones.$92,000
Daybreak Adult Care Centers
510 17th Street Suite 200OaklandCA94612N/APCTo avert unnecessary suffering and death as a result of an outbreak of COVID-19 affecting already vulnerable patients served by the Rapid Response Case Management program.$50,000
East Bay Asian Youth Center
2025 East 12th StreetOaklandCA94606N/APCTo support serving underrepresented students at 12 partner schools who are identified as least engaged in distance learning with advising and one-on-one counseling support to help re-engage students and close the widening achievement gap.$50,000
East Bay Community Foundation
De Domenico Building 200 Frank H OOaklandCA94612N/APCTo provide general operating support.$25,000
East Bay Community Foundation
De Domenico Building 200 Frank H OOaklandCA94612N/APCTo support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative.$150,000
Social Good Fund
12651 San Pablo Ave 5473RichmondCA94805N/APCTo provide support for the East Oakland Collective project.$15,000
Eat Learn Play Foundation
985 3rd St Unit COaklandCA94607N/APCTo support the partnership with World Central Kitchen to mobilize emergency food production and distribution in Oakland.$250,000
Ecological Farming Association
2901 Park Avenue Suite D-2SoquelCA95073N/APCTo sponsor the 2021 Ecofarm conference.$7,500
EdSource Inc
436 14th Street Suite 1005OaklandCA94612N/APCTo provide general operating support.$50,000
EdSource Inc
436 14th Street Suite 1005OaklandCA94612N/APCTo generate high-quality and high-impact journalism intended to contribute to systems change, college completion, and/or reform efforts in California postsecondary education.$300,000
Evolve CA Education Fund Inc
1385 Mission St Ste 300San FranciscoCA94103N/APCTo provide general operating support.$110,000
Family Caregiver Alliance
235 Montgomery St STE 950SAN FRANCISCOCA941043002N/APCTo provide breakfast sponsorship for the Alameda County Caregiver Convening on January 24, 2020.$2,600
First Place for Youth
426 17th StreetOaklandCA94612N/APCTo provide general operating support.$15,000
Five Mountains Hawai'i Inc
64-1035 Mamalahoa Highway Suite FKamuelaHI96743N/APCTo provide general operating support.$40,000
Food Runners San Francisco
2579 Washington StreetSan FranciscoCA94115N/APCTo support the expansion of operations during the COVID-19 crisis.$25,000
San Francisco Foundation
One Embarcadero Center Suite 1400San FranciscoCA94111N/APCTo support the Give2SF (fund #2056) donor-advised fund.$500,000
Tides Foundation
1012 Torney AvenueSan FranciscoCA94129N/APCTo support the California Immigration Relief Fund.$250,000
Grantmakers for Effective Organizations
1310 L Street Northwest Suite 650WashingtonDC20005N/APCTo provide membership dues.$14,000
Hawai'i Community Foundation
827 Fort Street MallHonoluluHI96813N/APCTo support organizational capacity building for the CHANGE Framework.$150,000
Hawai'i Community Foundation
827 Fort Street MallHonoluluHI96813N/APCTo 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 MallHonoluluHI96813N/APCTo support the establishment of the Social Impact Investment Fund.$250,000
Hawai'i Community Foundation
827 Fort Street MallHonoluluHI96813N/APCTo support COVID-19 response/relief through the Hawai'i Resilience Fund.$500,000
Hawai'i Appleseed Center for Law and Economic Just
733 Bishop Street Ste 1180HonoluluHI96813N/APCTo support Pandemic EBT outreach/application assistance.$40,000
Hawai'i Association for Infant Mental Health
PO Box 235147WaipahuHI96797N/APCTo provide general operating support.$100,000
Hawai'i Foodbank Inc
2611 Kilihau StreetHonoluluHI96819N/APCTo provide general operating support.$170,000
University of Hawai'i Foundation
1314 S King Street Suite BHonoluluHI96814N/APCTo provide extended "bridgesummer melt support for students who are skeptical about college and unlikely to matriculate to the class of 2020 due to COVID-19 through the Hawai'i P-20 Partnerships for Education project.$320,000
University of Hawai'i Foundation
1314 S King Street Suite BHonoluluHI96814N/APCTo 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
Straub Foundation
55 Merchant Street Suite 2600HonoluluHI96813N/APCTo sponsor the Palliative Care Leadership Center training for senior members of the Hawai'i Pacific Health project, accelerating their development of a home-based serious illness care model.$20,000
Hawai'i Public Television Foundation
PO Box 29606HonoluluHI968202006N/APCTo support an education coordinator and the final evaluation phase for the HIKI NO program.$100,000
Hayward Unified School District
24411 Amador StreetHaywardCA94544N/AGOVTo support the purchase of distance learning technology.$100,000
Hayward Unified School District
24411 Amador StreetHaywardCA94544N/AGOVTo fund the Center for Education Partnerships program at three school sites.$88,000
Matter of Trust Inc
99 Saint Germain AvenueSan FranciscoCA94114N/APCTo support the Heart of the City Farmer's Market project.$70,000
Matter of Trust Inc
99 Saint Germain AvenueSan FranciscoCA94114N/APCTo support the Heart of the City Market project.$30,000
Matter of Trust Inc
99 Saint Germain AvenueSan FranciscoCA94114N/APCTo support the Heart of the City Farmer's Market project.$100,000
Ho'okua'aina
916 Auloa RoadKailuaHI96734N/APCTo support the development of the Sustainable Agriculture and Ahupua'a Certificate and Internship program at Windward Community College.$100,000
Honolulu Museum of Art
900 S Beretania StreetHonoluluHI96814N/APCTo support the expansion of the Arts Integrated Education Program.$370,000
Hospice Hawai'i Inc
860 Iwilei RoadHonoluluHI96817N/APCTo provide general operating support.$20,000
Hui Malama i ke Ala Ulili
PO Box 6PaauiloHI96776N/APCTo provide general operating support.$26,000
Social and Environmental Entrepreneurs
23564 Calabasas Road Suite 201CalabasasCA91302N/APCTo provide support for the Innovative Justice Solutions project.$10,000
INPEACE
1001 Kamokila Boulevard Ste 22KapoleiHI96707N/APCTo provide general operating support.$50,000
Instituto Familiar de la Raza
2919 Mission StreetSan FranciscoCA94110N/APCTo provide general operating support.$60,000
Japanese Community Youth Council
2012 Pine StreetSan FranciscoCA94115N/APCTo provide professional development training for College Access program staff.$25,000
Jeweld Legacy Group
1714 Franklin St 100OaklandCA94607N/ANCTo 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
Jewish Vocational Services
225 Bush Street Suite 400San FranciscoCA94104N/APCTo establish and grow career pathway programs to help young people of color access employment particularly in the utilities and skilled trades.$200,000
Movement Strategy Center
436 14TH St Ste 425OaklandCA94612N/APCTo provide membership dues for the Justice Funders project.$25,000
Kahua P'aa Mua Inc
PO Box 896KapaauHI96755N/APCTo provide general operating support.$40,000
Kaiser Foundation Hospitals
2701 Nw Vaughn St Ste 490PortlandOR97210N/APCTo provide general operating support.$1,460,000
Kauai Independent Food Bank
3285 Waapa Rd Ste ALihueHI96766N/APCTo provide general operating support.$20,000
Keiki O Ka Aina Preschool Inc
3097 Kalihi StreetHonoluluHI96819N/APCTo provide general operating support.$50,000
Kokua Kalihi Valley Comprehensive Family Services
2239 N School StHonoluluHI96819N/APCTo support emergency food security programming in the Kalihi Valley.$100,000
Kokua Kalihi Valley Comprehensive Family Services
2239 N School StHonoluluHI96819N/APCTo support food systems planning with and for the people and ahupua'a of Kalihi Valley.$200,000
Kula No Na Po'e Hawai'i
2150 Tantalus DriveHonoluluHI96813N/APCTo provide general operating support.$75,000
Lanakila Pacific
1809 Bachelot StreetHonoluluHI96817N/APCTo support Lanakila's Green Bag for kupuna program.$40,000
Peralta Colleges Foundation
333 E 8th StOaklandCA94606N/APCTo provide technology packages and laptop purchases for students in need.$150,000
LeadersUp
830 Traction Avenue 3A HubLos AngelesCA90013N/APCTo provide sponsorship of the "Flattening the Curve, Bridging the Divide" Virtual Roundtable.$25,000
LeadersUp
830 Traction Avenue 3A HubLos AngelesCA90013N/APCTo design, test, and deploy programming that connects local youth to middle-skill career pathways at Laney College while building the capacity of the Laney College Career Center.$200,000
Living Jazz
1728 San Pablo AvenueOaklandCA94612N/APCTo provide sponsorship for Living Jazz.$25,000
Mandela Partners
1364 7th Street c/o Dana HarveyOaklandCA94607N/APCTo provide general operating support.$100,000
Mandela Partners
1364 7th Street c/o Dana HarveyOaklandCA94607N/APCTo support Mandela Partners CSA Program Pilot and Community Meals Program.$200,000
Marshallese Community Organization of Hawai'i
183 Ethan Allen Ct Unit 101WahiawaHI96786N/APCTo provide general operating support.$40,000
Maui Food Bank Inc
760 Kolu StreetWailukuHI96793N/APCTo provide general operating support.$100,000
Meals on Wheels of San Francisco Inc
1375 Fairfax AvenueSan FranciscoCA94124N/APCTo provide general operating support.$300,000
Meals on Wheels of San Francisco Inc
1375 Fairfax AvenueSan FranciscoCA94124N/APCTo provide general operating support.$62,500
Mercy Housing of California
1256 Market StreetSan FranciscoCA94102N/APCTo support neighborhood food systems planning.$200,000
Mission Asset Fund
3269 Mission StreetSan FranciscoCA94110N/APCTo support a rapid response pool of funds for vulnerable students and families.$150,000
Alliance for Global Justice
225 E 26th St 1TucsonAZ85713N/APCTo provide support for the Movement for Black Lives Fund project.$55,000
Tides Foundation
1012 Torney AvenueSan FranciscoCA94129N/APCTo support the Movement Voter Fund.$50,000
National Committee on Responsive Philanthropy
1900 L Street Nw 825WashingtonDC20036N/APCTo provide general operating support.$25,000
National Committee on Responsive Philanthropy
1900 L Street Nw 825WashingtonDC20036N/APCTo provide membership dues.$15,000
National Redistricting Foundation
17 East Monroe Street 214ChicagoIL60603N/APCTo provide general operating support.$40,000
National Vote at Home Institute
PO Box 65752WashingtonDC20035N/APCTo provide general operating support.$50,000
New Georgia Project Incorporated
165 Courtland Street Suite A231AtlantaGA30303N/APCTo provide general operating support.$50,000
Northern California Grantmakers
160 Spear Street Suite 360San FranciscoCA94105N/APCTo sponsor the Philanthropy CA Summit in April 2020.$2,500
Northern California Grantmakers
160 Spear Street Suite 360San FranciscoCA94105N/APCTo provide general operating support.$50,000
Northern California Grantmakers
160 Spear Street Suite 360San FranciscoCA94105N/APCTo provide annual membership dues.$17,500
Northern California Grantmakers
160 Spear Street Suite 360San FranciscoCA94105N/APCTo provide a presenting sponsorship for 2020 Annual Conference: Together for Good.$20,000
Nourish California
1970 Broadway Suite 760OaklandCA94612N/APCTo engage and mobilize local communities in driving policy and advocacy efforts.$85,000
Oakland Kids First
3700 E 12th Street Suite 3OaklandCA94601N/APCTo provide general operating support.$50,000
Oakland Promise
300 Frank H Ogawa Plaza Suite 430OaklandCA94612N/APCTo support convening, system/policy change, and strategic planning.$400,000
Oakland Promise
300 Frank H Ogawa Plaza Suite 430OaklandCA94612N/APCTo contribute to Oakland Promise's Generation Fund.$200,000
Oakland Public Education Fund
PO BOX 27148OAKLANDCA946020148N/APCTo support a rapid response pool of funds for vulnerable students and families.$200,000
Oakland Unified School District
1000 Broadway Ste 450OaklandCA94607N/AGOVTo support community-based organization coordination and advising professional development within the Oakland Unified School District.$250,000
Ohlone College Foundation
43600 Mission BlvdFremontCA94539N/APCTo provide emergency cash grants and laptop purchases for students in need.$150,000
On Lok
1333 BUSH STREETSan FranciscoCA94109N/APCTo provide general operating support.$150,000
Open Medicine Foundation
29302 Laro DriveAgoura HillsCA91301N/APCTo support research efforts at the Collaborative Research Centers and to support the expansion of fund development infrastructure.$333,333
The Regents of the University of California Berke
2195 Hearst Ave Rm 120BerkeleyCA94720N/APCTo provide support for the Othering & Belonging Institute.$5,000
Partners in Development Foundation
2040 Bachelot StreetHonoluluHI96817N/APCTo support the Ka Pa'alana program.$50,000
PeerForward
703 Market St 205San FranciscoCA94103N/APCTo provide general operating support.$37,500
Faith in Action Network
1616 P Street Nw Suite 300WashingtonDC20036N/APCTo expand the PICO California project's capacity for voter education and signature gathering across the state.$150,000
Faith in Action Network
1616 P Street Nw Suite 300WashingtonDC20036N/APCTo support the creation of PICO California project's Represent California All In For All of Us initiative messaging strategy around racial equity and the impact the collective "we" can have ahead of upcoming elections.$150,000
Power California
530 South Boyle AvenueLos AngelesCA90033N/APCTo provide general operating support.$150,000
Project Open Hand
730 Polk StreetSan FranciscoCA94109N/APCTo provide general operating support.$37,500
Race Forward
145 East 57th Street 4th FloorNew YorkNY10022N/APCTo sponsor the Facing Race Conference in November 2020.$25,000
Rafiki Coalition for Health and Wellness
601 Cesar ChavezSan FranciscoCA94124N/APCTo support community-driven contact tracing and health education efforts in collaboration with the Department of Public Health and the University of California, San Francisco, primarily in San Francisco's district 10.$250,000
Rose Foundation for Communities and the Environmen
201 4th Street Suite 102OaklandCA94607N/APCTo support the New Voices COVID-19 response programs.$10,000
San Francisco Achievers
275 5th Street 3rd FloorSan FranciscoCA94103N/APCTo provide general operating support.$10,000
San Francisco Foundation
One Embarcadero Center Suite 1400San FranciscoCA94111N/APCTo support membership in the ReWork the Bay Area for 2020 to 2021.$75,000
San Francisco Foundation
One Embarcadero Center Suite 1400San FranciscoCA94111N/APCTo bring together Bay Area leaders (and convened by the Mayors of Oakland, San Francisco, and San Jose) to ensure a coordinated, equitable recovery process for the Bay Area as a whole.$50,000
San Francisco Foundation
One Embarcadero Center Suite 1400San FranciscoCA94111N/APCTo support membership in the ReWork the Bay Area for 2020 to 2021.$75,000
San Francisco Foundation
One Embarcadero Center Suite 1400San FranciscoCA94111N/APCContribution to Donor Advised Fund$250,000
San Francisco Foundation
One Embarcadero Center Suite 1400San FranciscoCA94111N/APCContribution to Donor Advised Fund$750,000
San Francisco General Hospital Foundation
2789 25th St 2028San FranciscoCA94110N/APCTo implement serious illness care programs focused on improving goal-concordant care for oncology patients.$925,000
San Francisco Jazz Organization
201 Franklin StreetSan FranciscoCA94102N/APCTo 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.$350,000
San Francisco Jazz Organization
201 Franklin StreetSan FranciscoCA94102N/APCTo provide general operating support.$420,000
San Francisco Marin Food Bank
900 Pennsylvania AvenueSan FranciscoCA94107N/APCTo support increased food distribution through strategic planning, systems upgrades, research, and optimizing logistics.$550,000
San Francisco Marin Food Bank
900 Pennsylvania AvenueSan FranciscoCA94107N/APCTo provide general operating support.$500,000
Thriving in Place
832 Folsom St Fl SanSAN FRANCISCOCA94107N/APCTo 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 resources and how to engage these community members in advance care planning and learning how to access palliative care.$235,000
San Francisco State University
1600 Holloway AvenueSan FranciscoCA94132N/AGOVTo support the development and implementation of predictive analytics and proactive advising.$1,137,334
San Francisco State University
1600 Holloway AvenueSan FranciscoCA94132N/AGOVTo support belonging and persistence programming among second-year students in the Metro Program.$118,000
Share Our Strength
1030 15th StNW Suite 1100 WWashingtonDC20005N/APCTo support the expansion of the evidence-based Breakfast After the Bell program in San Francisco and Oakland.$250,000
Powerpac Foundation
268 Bush St 3737San FranciscoCA94104N/APCTo support the She the People Storied project.$45,000
Silicon Valley Community Foundation
2440 West El Camino Real Suite 300Mountain ViewCA940401498N/APCTo fund nonpartisan research that relates to the impact and implementation of the Schools and Communities First initiative through the Schools and Communities First Research Fund.$199,000
Silicon Valley Community Foundation
2440 West El Camino Real Suite 300Mountain ViewCA940401498N/APCTo support the fund 2009 COVID-19 Childcare Project.$20,000
Spark SF Public Schools
135 Van Ness Avenue Room 119San FranciscoCA94102N/APCTo support the purchase of Chromebooks and hotspots for vulnerable students.$15,000
Spark SF Public Schools
135 Van Ness Avenue Room 119San FranciscoCA94102N/APCTo support community-based organization coordination and advising professional development within the San Francisco Unified School District.$250,000
Spread the Vote
7423 W Manchester Ave 4Los AngelesCA90045N/APCTo provide general operating support.$25,000
SPUR
654 Mission StreetSan FranciscoCA94105N/APCTo provide general operating support.$25,000
SPUR
654 Mission StreetSan FranciscoCA94105N/APCTo support the expansion of Double Up Bucks program in Alameda County.$175,000
ValleyCare Charitable Foundation
1111 E Stanley BlvdLivermoreCA94550N/APCTo support the buildout of telemedicine capabilities in response to the COVID-19 crisis.$50,000
Stanford University
326 Galvez StreetStanfordCA94305N/APCTo 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
326 Galvez StreetStanfordCA94305N/APCTo provide sponsorship for the Nonprofit Management Institute 2020.$50,000
Institute for Sustainable Economic Educational & E
722 Hillgirt Cir Apt 1OaklandCA94610N/APCTo support collaboration with Alameda County Community Food Bank to ground truth food security data.$250,000
Sutter Bay Medical Foundation
795 El Camino RealPalo AltoCA94301N/APCTo implement serious illness care programs extending home-based palliative care coverage in Alameda county.$1,039,000
Sutter Bay Medical Foundation
795 El Camino RealPalo AltoCA94301N/APCTo enable virtual family meetings and goals of care conversations and improve patients' informed decision making about end of life choices across all Sutter Health inpatient and ambulatory settings.$225,000
Teach for America
25 Broadway 12th FloorNew YorkNY10004N/APCTo support program development throughout the state of Hawai'i.$100,000
Commonweal
PO Box 316BolinasCA94924N/APCTo collect 50 patient stories from local people affected by serious illness that will seed The Center for Dying and Living project's Library for Dying and Living.$30,000
The Education Trust
1501 K Street Suite 200WashingtonDC20005N/APCTo provide general operating support.$50,000
The Food Basket Inc
40 Holomua StreetHiloHI96720N/APCTo provide matching funds in support of the Double Up Food Bucks program (DA BUX).$200,000
The Food Basket Inc
40 Holomua StreetHiloHI96720N/APCTo provide general operating support.$5,000
The Regents of the University of California San F
220 Montgomery St Fl 5San FranciscoCA94104N/APCTo conduct a rapid assessment of the mid- and long-term indirect economic and health impact of the COVID-19 pandemic in California with the ultimate objective of providing timely and evidence-based policy recommendations to the state for mitigating these impacts.$200,000
The Regents of the University of California San F
220 Montgomery St Fl 5San FranciscoCA94104N/APCTo conduct a rapid assessment of the mid- and long-term indirect economic and health impact of the COVID-19 pandemic in California with the ultimate objective of providing timely and evidence-based policy recommendations to the state for mitigating these impacts.$187,000
The Unity Council
1900 Fruitvale Ave Ste 2A Suite 2AOaklandCA94601N/APCTo provide general operating support.$150,000
The Unity Council
1900 Fruitvale Ave Ste 2A Suite 2AOaklandCA94601N/APCTo support leading community-driven planning processes to improve local food systems in the food-insecure neighborhood of Fruitvale.$200,000
uAspire
1904 Franklin Street Suite 250OaklandCA94612N/APCTo provide general operating support.$50,000
uAspire
1904 Franklin Street Suite 250OaklandCA94612N/APCTo 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 content.$400,000
The Regents of the University of California San F
220 Montgomery St Fl 5San FranciscoCA94104N/APCTo 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.$950,000
University of California San Francisco Foundation
220 Montgomery St Fl 5San FranciscoCA94104N/APCTo support the UCSF Benioff Children's Hospital Oakland project to support its partnership with UCSF Center for Child and Community Health's Ready! Resilient! Rising! project.$300,000
The Regents of the University of California San F
220 Montgomery St Fl 5San FranciscoCA94104N/APCTo implement serious illness care programs including systemwide screening of patients for various needs and appropriate referral to tailored services.$520,000
University of California San Francisco Foundation
220 Montgomery St Fl 5San FranciscoCA94104N/APCTo develop a COVID-19 mobile testing and tracing team model for the Latinx community.$300,000
United Way Bay Area
550 Kearny Street Suite 1000San FranciscoCA94108N/APCTo provide additional support in launching a Sparkpoint Center at Chabot College, taking into account delays and additional needs due to COVID.$150,000
University of Hawai'i Foundation
PO Box 11270HonoluluHI11270N/APCTo support a rapid response pool of funds for vulnerable students and families at the University of Hawai'i.$200,000
VitalTalk
901 Harvard Ave ESeattleWA98102N/APCTo provide clinician communication skills training and support virtually for Bay Area clinicians, particularly those in underserved areas, in response to the COVID-19 crisis.$250,000
Votive Health
PO Box 14044San Luis ObispoCA93406N/ANCTo assist Hawai'i's Medicaid authority in developing a defined palliative care benefit that is community-based and operational for the 2021 budget year.$65,000
Voto Latino Inc
1300 L Street Northwest Suite 975WashingtonDC20005N/APCTo provide general operating support.$45,000
San Francisco General Hospital Foundation
PO Box 410836San FranciscoCA94141N/APCTo support the Vouchers for Veggies - EatSF project's efforts to operate and promote a Food As Medicine program.$200,000
Wai'anae District Comprehensive Health and Hospita
86-260 Farrington HighwayWaianaeHI96792N/APCTo provide general operating support.$50,000
Wai-anae Community Re-Development Corporation DBA
P O Box 441WaianaeHI967920441N/APCTo provide general operating support.$125,000
Washington Hospital Healthcare Foundation
2000 Mowry AvenueFremontCA94538N/APCTo implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service.$333,334
We Are Oceania
720 North King StreetHonoluluHI96817N/APCTo provide general operating support.$75,000
Western Center on Law & Poverty
3701 Wilshire Blvd Ste 208Los AngelesCA90010N/APCTo provide general operating support.$250,000
Zen Caregiving Project
273 Page StSan FranciscoCA94102N/APCTo support a trial and evaluation of an online Mindful Caregiver Education (MCE) program.$38,000
Tides Center
1014 Torney AvenueSan FranciscoCA94129N/APCTo support the Zitter Media Fund program of the Zitter Family Project to activate and support caregivers in the Bay Area by creating educational materials accompanying the short documentary The Final Journey and testing them with a variety of local audiences.$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,188,835TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10000 Degrees
1650 Los Gamos Road Suite 110San RafaelCA94903N/APCTo support the strategic growth of innovative College Access and College Success Programming in the San Francisco Unified School District.$600,000
Alameda Health System Foundation
350 Frank H Ogawa Plaza 900OaklandCA94612N/APCTo implement serious illness care programs focused on standing up and financially sustaining new interdisciplinary inpatient palliative care at multiple sites.$498,000
California Association of Food Banks
1624 Franklin St 722OaklandCA94612N/APCTo provide general operating support.$400,000
California State University East Bay Foundation
25800 CARLOS BEE BLVDHAYWARDCA945423000N/APCTo support the development and implementation of predictive analytics and proactive advising.$1,333,334
The Regents of the University of California Berke
2195 Hearst Ave Rm 120BerkeleyCA94720N/APCTo 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.$566,000
Children Now
1404 FRANKLIN STREET SUITE 700OaklandCA94612N/APCTo increase organizational capacity to conduct the research, policy development, and advocacy needed to push California to establish a priority focus on child health outcomes.$332,000
Chinese Hospital Association
845 Jackson StreetSan FranciscoCA94133N/APCTo implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service.$200,000
Coalition to Transform Advanced Care
STE 1175 1299 PENNSYLVANIA AVE NWWashingtonDC200042426N/APCTo support serious illness care payment reform efforts.$300,000
East Bay Community Foundation
200 Frank H Ogawa PlazaOaklandCA94612N/APCTo support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative.$600,000
Grantmakers In Aging
2001 Jefferson Davis Highway SuiteArlingtonVA22202N/APCTo support the Serious Illness and End-of-Life Care Collaborative.$30,000
Hawai'i Community Foundation
827 Fort Street MallHonoluluHI96813N/APCTo 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
University of Hawai'i Foundation
1314 S King Street Suite BHonoluluHI96814N/APCTo 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.$2,000,000
Jeweld Legacy Group
1714 Franklin St 100OaklandCA94607N/ANCTo 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
Kaiser Foundation Hospitals
2701 Nw Vaughn St Ste 490PortlandOR97210N/APCTo 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 104KaneoheHI96744N/APCTo provide general operating support.$60,000
Tides Foundation
1012 Torney AvenueSan FranciscoCA94129N/APCTo support the Movement Voter Fund.$150,000
Oakland Unified School District
1000 Broadway Ste 450OaklandCA94607N/AGOVTo support community-based organization coordination and advising professional development within the Oakland Unified School District.$500,000
Open Medicine Foundation
29302 Laro DriveAgoura HillsCA91301N/APCTo support research efforts at the Collaborative Research Centers and to support the expansion of fund development infrastructure.$333,334
San Francisco Jazz Organization
201 Franklin StreetSan FranciscoCA94102N/APCTo 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 AvenueSan FranciscoCA94132N/AGOVTo support the development and implementation of predictive analytics and proactive advising.$2,274,666
Share Our Strength
1030 15th StNW Suite 1100 WWashingtonDC20005N/APCTo support the expansion of the evidence-based Breakfast After the Bell program in San Francisco and Oakland.$750,000
Spark SF Public Schools
135 Van Ness Avenue Room 119San FranciscoCA94102N/APCTo support community-based organization coordination and advising professional development within the San Francisco Unified School District.$500,000
Stanford University
326 Galvez StreetStanfordCA94305N/APCTo continue to evaluate the implementation and effectiveness of health system-led serious illness care programming funded by the Stupski Foundation, informing future grantmaking strategy.$556,857
Sutter Bay Medical Foundation
795 El Camino RealPalo AltoCA94301N/APCTo implement serious illness care programs extending home-based palliative care coverage in Alameda county.$1,595,000
The Kohala Center
PO Box 437462KamuelaHI96743N/APCTo support the Full Calabash Fund.$250,000
The Regents of the University of California San F
505 Parnassus AveSan FranciscoCA94143N/APCTo implement serious illness care programs including systemwide screening of patients for various needs and appropriate referral to tailored services.$510,000
Washington Hospital Healthcare Foundation
2000 Mowry AvenueFremontCA94538N/APCTo 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 208Los AngelesCA90010N/APCTo provide general operating support.$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$17,568,857TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,646,070ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$152,352UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$30,011,795ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm$24,723UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$177,075UnrelatedBusinessTaxblIncmAmt
Exclusion$31,657,865ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,834,940TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
LAWRENCE J STUPSKI 2000-1 CRT
190 NEW MONTGOMERY STREET SUITE 110SAN FRANCISCOCA94105$823,914Yes (X)
LAWRENCE J STUPSKI 2000-1 CRT
290 NEW MONTGOMERY STREET SUITE 110SAN FRANCISCOCA94105$102,176,457Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertySEE ATTACHMENT ENoncashPropertyDesc
Fair Market Value$102,176,457FairMarketValueAmt
Received2020-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREPARATION FEES$104,775$45,955$45,955
AUDIT FEES$70,440$35,220$35,220

Depreciation Schedule DepreciationSchedule

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$37,550,138USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$37,550,138USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (55 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN STEADFAST, LP$6,759,177$6,759,177
BAUPOST VALUE PARTNERS II$6,239,065$6,239,065
BRACEBRIDGE BIL, LTD$7,947,084$7,947,084
BROOKSIDE CAYMAN, LTD - CLASS
2-A2, SERIES 184$2,913$2,913
CANYON VALUE REALIZATION FUND
(CAYMAN) LTD. - CLASS A$8,690,798$8,690,798
CEVIAN CAPITAL II LTD$5,248,727$5,248,727
DRAWBRIDGE SPECIAL
OPPORTUNITIES FUND LP$7,323,739$7,323,739
ETON PARK FUND, LP$4,068$4,068
FARALLON CAPITAL
INSTITUTIONAL PARTNERS$267,621$267,621
FARALLON CAPITAL F5
INVESTORS I, LP$8,822,940$8,822,940
FIRST RESERVE FUND XI, LP$17,248$17,248
FORTRESS CREDIT OPPORTUNITIES
FUND II (A) LP$210,095$210,095
FORTRESS CREDIT OPPORTUNITIES
FUND II (B) LP$416,519$416,519
GENERATION IM CLIMATE
SOLUTIONS FUND LP$191,691$191,691
GENERATION IM GLOBAL EQUITY
FUND, LLC$8,898,271$8,898,271
GMO MUTUAL FUNDS$14,810,801$14,810,801
GOLDEN GATE CAPITAL II, LLC$34,418$34,418
ANNEX FUND II, LP$6,648$6,648
GRANITE VENTURES$38,443$38,443
GS MOUNT KELLETT CAPITAL
PARTNERS LP$81,179$81,179
HCIF OFFSHORE, LP$7,913,450$7,913,450
HCP ABSOLUTE RETURN FUND
OFFSHORE FEEDER, L.P.$9,154,716$9,154,716
HCP CHINA CAPITAL APPREC. FUND$3,524,338$3,524,338
HCP VF IX INVESTORS LP$5,448$5,448
HCP WPPE X INVESTORS, LLC$492,913$492,913
JC FLOWERS I LP$264,908$264,908
JC FLOWERS III-B LP$261,370$261,370
KOHLBERG TE INVESTORS IV, LP$199,868$199,868
KOHLBERG TE INVESTORS VI, LP$53,604$53,604
KOHLBERG V, LP$33,126$33,126
LUXOR CAPITAL PARTNERS OFFSHOR$1,993,721$1,993,721
MOUNT KELLETT CAPITAL PARTNERS
(CAYMAN) II, LP$154,312$154,312
PROSPECT HARBOR PARTNERS$1,170$1,170
ROCKPOINT REAL ESTATE FUND III$92,999$92,999
SAIF III, LP$3,283,699$3,283,699
TACONIC OPPORTUNITY OFFSHORE
FD LTD CLASS A-NR SERIES 1$6,646,032$6,646,032
TENASKA PF II, LP$50,845$50,845
TIFF PARTNERS III, LLC$19,757$19,757
TIFF PARTNERS IV, LLC$4,058$4,058
TPG BIOTECHNOLOGY II$2,347$2,347
WEST FACE LONG TERM
OPPORTUNITIES FUND LTD$69,095$69,095

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REVIEW OF CONTRACTS$54,591$46,203
AND AGREEMENTS

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (16 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST/DIVIDEND RECEIVABLE$121,967$154,542$154,542
INVESTMENT RECEIVABLE$10,004,561$25,610,190$25,610,190
OTHER RECEIVABLE$215,690$19,426$19,426
PROGRAM RELATED INVESTMENT
LOAN-WAI'ANAE COMMUNITY REDEV$249,069$262,767$262,767
EXCISE AND UBTI TAX RECEIVABLE$243,552$41,608$41,608
PROGRAM RELATED INVESTMENT
LOAN-RESPECTING CHOICES$187,620$197,876$197,876
LOAN-CAPITAL IMPACT PARTNERS$2,495,786$2,495,786
LOAN-CNOTE$1,500,000$1,500,000
LOAN-COMMUNITY VISIONS$1,500,000$1,500,000
LOAN-LIIF$1,504,192$1,504,192
LOAN-RSF SOCIAL INVESTMENTS$2,008,788$2,008,788
PROGRAM RELATED INVESTMENT
LOAN-METTLE HEALTH$50,000$50,000
BENEFICIAL INTEREST IN CRT$103,000,371$103,000,371

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$19,496,206Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OPERATING EXPENSES$20,731$1,834$17,008
GRANTS MANAGEMENT AND
CONSULTATION$3,529,477$3,150,816
PRIOR PERIOD OVER ACCRUAL OF
DEFERRED FEDERAL EXCISE TAX-$238,788
INSURANCE$16,057$1,420$14,637
MATERIAL AND SUPPLIES$9,245$818$10,673
MEDIA AND MEMBERSHIP$29,750$2,632$27,118
TELEPHONE$22,657$2,004$20,653
SCH K-1 PARTNERSHIP EXPENSES$0$760,059
INFORMATION TECHNOLOGY$91,372$8,083$77,726

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER SCH K-1 PARTNERSHIP INCOMEDesc
Revenue And Expenses Per Books$0RevenueAndExpensesPerBooksAmt
Net Investment Income-$259,870NetInvestmentIncomeAmt

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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT SERVICES$359,548$360,025
OTHER PROFESSIONAL FEES$307,680$8,531$305,205

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE & UBTI TAX$412,793
FOREIGN TAX PAID$0$29,876