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LISA AND DOUGLAS GOLDMAN FUND: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LISA AND DOUGLAS GOLDMAN FUND (EIN 94-3167546)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349109296
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)
Return2021-11-15T18:45:41-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814234542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 BOHANNON DRIVE SUITE 250AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940251021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943167546EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA & DOUGLAS GOLDMAN FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone4157711717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MONTGOMERY STREET NO 3440AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941044505ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY KAMIPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4157711717PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNANCYPersonFirstNm
Person LastKAMIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMARA L MCINERNEYPreparerPersonNm
PTINP00011797PTIN
Phone6508556800PhoneNum
Preparation2021-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$292,548,912FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,914,711DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,966,543DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,991,494NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,053,478GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,198,502CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$111,902OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$34,964OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$8,018,107TotalRevAndExpnssAmt
Total Net Invst Incm$8,200,009TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$458,748CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,654CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$440,094CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$508,065OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$508,065OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$37,216PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$2,601PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$34,614PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$15,080LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$15,080LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$93,749AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$44,875AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$46,874AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$52,951OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$52,951OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$495,139TaxesRevAndExpnssAmt
Taxes Net Invst Incm$109,152TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$41,588TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$9,518DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$261,205OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$13,060OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$248,145OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$701TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$701TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,093,319OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,091,417OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$184,466OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,025,691TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,279,759TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,572,578TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,045,544ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,855,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,071,235TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,279,759TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$14,428,328TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,053,128ExcessRevenueOverExpensesAmt
Net Investment Income$6,920,250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$623CashBOYAmt
Cash EOY$2,845CashEOYAmt
Cash EOYFMV$2,845CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,442,792SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$462,244SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$462,244SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$627,261AcctRcvblAmt
Acct Rcvbl BOY$77,902AcctRcvblBOYAmt
Acct Rcvbl EOY$627,261AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$627,261AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$55,555PrepaidExpensesBOYAmt
Prepaid Expenses EOY$56,445PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$56,445PrepaidExpensesEOYFMVAmt
Other Investments BOY$268,020,394OtherInvestmentsBOYAmt
Other Investments EOY$290,858,632OtherInvestmentsEOYAmt
Other Investments EOYFMV$290,858,632OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$276,781LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$237,843LandBldgEquipAccumDeprecAmt
Land BOY$50,701LandBOYAmt
Land EOY$38,938LandEOYAmt
Land EOYFMV$38,938LandEOYFMVAmt
Other Assets BOY$502,547OtherAssetsBOYAmt
Other Assets EOY$502,547OtherAssetsEOYAmt
Other Assets EOYFMV$502,547OtherAssetsEOYFMVAmt
Total Assets BOY$271,150,514TotalAssetsBOYAmt
Total Assets EOY$292,548,912TotalAssetsEOYAmt
Total Assets EOYFMV$292,548,912TotalAssetsEOYFMVAmt
Accounts Payable BOY$130,966AccountsPayableBOYAmt
Accounts Payable EOY$166,382AccountsPayableEOYAmt
Grants Payable BOY$4,121,827GrantsPayableBOYAmt
Grants Payable EOY$2,319,121GrantsPayableEOYAmt
Other Liabilities BOY$709,112OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,713,272OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,961,905TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,198,775TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$266,188,609NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$288,350,137NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$266,188,609TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$288,350,137TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$271,150,514TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$292,548,912TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$266,188,609TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,053,128ExcessRevenueOverExpensesAmt
Other Increases$28,214,656OtherIncreasesAmt
Subtotal$288,350,137SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$288,350,137TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES2020-01-012020-12-31$71,468,198$69,070,218$2,397,980$2,397,980
CAPITAL GAIN DISTRIBUTIONS2020-01-012020-12-31$585,280$585,280$585,280
CAPITAL GAINS AND LOSSES FROM PARTNERSHIP2020-01-012020-12-31$215,242$215,242$215,242
FieldValueIRS element (for citing)
Capital Gain Net Income$3,198,502CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,198,502NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$96,191InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$96,191SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$96,191TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$407,974EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$407,974TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$311,783OverpaymentAmt
Applied To ES Tax$311,783AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LDGFUND.ORGWebsiteAddressTxt
Individual With BooksNANCY KAMIIndividualWithBooksNm
Phone4157711717PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 MONTGOMERY STREET 3440AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941044505ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NANCY KAMI
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104EXEC DIRECTOR40.00$373,081$85,667$0
DOUGLAS E GOLDMAN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104PRESIDENT1.60$0$0$0
LISA M GOLDMAN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104SECRETARY0.40$0$0$0
JENNIFER R GOLDMAN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104TREASURER0.50$0$0$0
JASON E GOLDMAN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104BOARD MEMBER0.50$0$0$0
MATTHEW W GOLDMAN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104BOARD MEMBER0.50$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
DEBORAH E FINDLING
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104STRATEGIC PHILANTHRO32.00$249,181$22,552$0
PAMELA J ALLEN
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104SENIOR PROGRAM OFFIC40.00$182,621$45,790$0
HEATHER HART
1 MONTGOMERY STREET 3440SAN FRANCISCOCA94104COORDINATOR40.00$72,551$9,233$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
REGIS MANAGEMENT CO LLC
100 PINE STREET SUITE 2125SAN FRANCISCOCA94111INVESTMENT MANAGEMENT$331,199
TRAYNOR GROUP
6500 FAIRMOUNT AVENUE SUITE 11EL CERRITOCA94530ACCOUNTING SERVICES$54,707
BPM LLP
ONE CALIFORNIA STREET SUITE 2500SAN FRANCISCOCA94111AUDIT AND TAX SERVICES$54,518
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$234,834,770AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,008,092AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$30,286,605FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$267,129,467TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$267,129,467AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,006,942CashDeemedCharitableAmt
Net Vl Noncharitable Assets$263,122,525NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,156,126MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,156,126MinimumInvestmentReturnAmt
Tax Based On Investment Income$96,191TaxBasedOnInvestmentIncomeAmt
Income Tax$23,439IncomeTaxAmt
Total Tax$119,630TotalTaxAmt
Distributable Before Adj$13,036,496DistributableBeforeAdjAmt
Recoveries Qualfied Distri$7,500RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,043,996DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,043,996DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,428,328ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,428,328QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,428,328AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,043,996DistributableAsAdjustedAmt
Undistributed Income PY$469,864UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$14,428,328QualifyingDistributionsAmt
Applied To Year1$469,864AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,043,996AppliedToCurrentYearAmt
Remaining Distri From Corpus$914,468RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$914,468TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$914,468ExcessDistriCyovToNextYrAmt
Excess From Current Year$914,468ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDOUGLAS E GOLDMANContributingManagerNm
Contributing ManagerLISA M GOLDMANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDOUGLAS E GOLDMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11 MONTGOMERY STREET 3440AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4157711717RecipientPhoneNum
Form And Info And MaterialsAFTER REVIEWING THE FUND'S CURRENT PRIORITIES AND LIMITATIONS, INTERESTED APPLICANTS SHOULD SUBMIT AN INITIAL LETTER OF INQUIRY FOR REVIEW. APPLICANTS WHO RECEIVE A FAVORABLE RESPONSE TO THEIR INITIAL INQUIRY WILL BE INVITED TO SUBMIT A FORMAL PROPOSAL WITH SUPPORTING MATERIALS WE ENCOURAGE APPLICANTS WHO HAVE QUESTIONS REGARDING THE APPROPRIATENESS OF A PROJECT TO CONTACT THE FUND DIRECTLY. THE APPLICATION PROCESS IS EXPLAINED AT HTTP://WWW.LDGFUND.ORG/GRANT-SEEKERS/FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR SUBMISSION; APPLICATIONS ALL YEARSubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATIONS MUST QUALIFY UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3).RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (309 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
826 VALENCIA
826 VALENCIA STREETSAN FRANCISCOCA94110NONEPCIN-SCHOOL LITERACY SUPPORT IN BAYVIEW AND POTRERO HILL$35,000
AGAHOZO-SHALOM YOUTH VILLAGE INC
620 8TH AVENUE 19TH FLOORNEW YORKNY10018NONEPCGENERAL OPERATING SUPPORT$500
ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 2599OAKLANDCA94614NONEPCGENERAL OPERATING SUPPORT$250
ALL STARS HELPING KIDS INC
4675 STEVENS CREEK BOULEVARD SUITESANTA CLARACA95051NONEPCGENERAL OPERATING SUPPORT$10,000125
ALLIANCE FOR YOUTH ORGANIZING
810 7TH STREET NEWASHINGTONDC20002NONEPCGENERAL SUPPORT$50,000
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION
2290 N FIRST STREET SUITE 101SAN JOSECA95131NONEPCGENERAL OPERATING SUPPORT$100
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION
2290 N FIRST STREET SUITE 101SAN JOSECA95131NONEPCGENERAL OPERATING SUPPORT REGARDING PART THE CLOUD$10,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCREIMAGINING THE ROLE OF POLICE$40,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCVOTING RIGHTS PROJECT$125,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTHERN CALIFORNIA
39 DRUMM STREETSAN FRANCISCOCA94111NONEPCGENERAL CHARITABLE PURPOSES$10,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTHERN CALIFORNIA
39 DRUMM STREETSAN FRANCISCOCA94111NONEPCPROTECTING ACCESS TO ABORTION CARE IN CALIFORNIA$75,000
AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE
NONEPCCENTER FOR GOVERNANCE AND THE ECONOMY$25,0004 PINSKER STREET POB 4702JERUSALEMOC91004602
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
545 FIFTH AVENUE SUITE 920NEW YORKNY10017NONEPCGENERAL CHARITABLE PURPOSES$10,000
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STREETNEW YORKNY10018NONEPCGENERAL CHARITABLE PURPOSES$10,000
AMERICAN NATIONAL RED CROSS
1663 MARKET STREETSAN FRANCISCOCA94103NONEPCGENERAL CHARITABLE PURPOSES$2,500
AMERICAN OVERSIGHT INC
1030 15TH STREET NW SUITE B255WASHINGTONDC20005NONEPCSTATE ACCOUNTABILITY PROJECT$100,000
AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE
1310 L STREET NW SUITE 200WASHINGTONDC20005NONEPCGENERAL CHARITABLE PURPOSES$5,000
AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE
1310 L STREET NW SUITE 200WASHINGTONDC20005NONEPCREVITALIZATION PROJECT$75,000
ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO
200 LARKIN STREETSAN FRANCISCOCA94102NONEPCFOR ALL, THE CAMPAIGN FOR THE ASIAN ART MUSEUM$80,000
ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO
200 LARKIN STREETSAN FRANCISCOCA94102NONEPCGENERAL CHARITABLE PURPOSES$2,500
BAYKEEPER
1736 FRANKLIN STREET SUITE 800OAKLANDCA94612NONEPCBAY RESILIENCE PROJECT$50,000
BERKELEY HILLEL
2736 BANCROFT WAYBERKELEYCA94704NONEPCGENERAL OPERATING SUPPORT$14,000
BERKELEY HILLEL
2736 BANCROFT WAYBERKELEYCA94704NONEPCLEADERSHIP AND ENGAGEMENT PROGRAMS$70,000
BERKELEY HILLEL
2736 BANCROFT WAYBERKELEYCA94704NONEPCGENERAL OPERATING SUPPORT$22,000
BOARD TRUSTEES OF THE GLIDE FOUNDATION
330 ELLIS STREETSAN FRANCISCOCA94102NONEPCTHE FOOD AND MEALS PROGRAM$3,500
BOARD TRUSTEES OF THE GLIDE FOUNDATION
330 ELLIS STREETSAN FRANCISCOCA94102NONEPCRABBI AT GLIDE PROJECT$50,000
BOARD TRUSTEES OF THE GLIDE FOUNDATION
330 ELLIS STREETSAN FRANCISCOCA94102NONEPCHOROWITZ FOUNDATION COVID-19 EMERGENCY RESPONSE FUND (PANDEMIC EMERGENCY FUND)$20,000
BOARD TRUSTEES OF THE GLIDE FOUNDATION
330 ELLIS STREETSAN FRANCISCOCA94102NONEPCTHE FOOD AND MEALS PROGRAM (PANDEMIC EMERGENCY FUND)$10,000
BOOKER T WASHINGTON COMMUNITY SERVICE CENTER
800 PRESIDIO AVENUESAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$2,500
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA94118NONEPCGENERAL CHARITABLE PURPOSES$5,000
CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
2015 STEINER STREETSAN FRANCISCOCA94115NONEPCCPMC COVID-19 RESPONSE FUND (PANDEMIC EMERGENCY FUND)$50,000
CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
2015 STEINER STREETSAN FRANCISCOCA94115NONEPCYOUR CITY, YOUR HOSPITAL CAMPAIGN$25,000
CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
2015 STEINER STREETSAN FRANCISCOCA94115NONEPCGENERAL CHARITABLE PURPOSES$15,000
CAMPAIGN LEGAL CENTER INC
1101 14TH ST NW SUITE 400WASHINGTONDC20005NONEPCVOTING RIGHTS PROJECT$75,000
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOORWASHINGTONDC20005NONEPCCOMBATTING FOREIGN INTERFERENCE IN 2020 AND BEYOND$100,000
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOORWASHINGTONDC20005NONEPCFIGHT4AFUTURE NETWORK$45,000
CENTER FOR BIOLOGICAL DIVERSITY INC
P O BOX 710TUCSONAZ85702NONEPCDECARBONIZING AVIATION$50,000
CENTER FOR DISASTER PHILANTHROPY
ONE THOMAS CIRCLE NW SUITE 700WASHINGTONDC20005NONEPCDISASTER RECOVERY FUND AND CALIFORNIA WILDFIRES RECOVERY FUND DESIGNATED FOR NORTHERN CALIFORNIA$50,000
CENTER FOR DISASTER PHILANTHROPY
ONE THOMAS CIRCLE NW SUITE 700WASHINGTONDC20005NONEPCDISASTER RECOVERY FUND AND GLOBAL RECOVERY FUND$50,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREET 22ND FLOORNEW YORKNY10038NONEPCLITIGATION TO SUPPORT AND PROTECT ABORTION PROVIDERS AND PATIENTS$100,000
CENTRAL CITY HOSPITALITY HOUSE
290 TURK STREETSAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT REGARDING COVID-19 (PANDEMIC EMERGENCY FUND)$20,000
CENTRAL CITY HOSPITALITY HOUSE
290 TURK STREETSAN FRANCISCOCA94102NONEPCGENERAL CHARITABLE PURPOSES$1,000
CHALLAH FOR HUNGER
1900 MARKET ST 8TH FLOORPHILADELPHIAPA19103NONEPCGENERAL CHARITABLE PURPOSES$25,000
CHILDRENS BOOK PROJECT
3433 21ST STREETSAN FRANCISCOCA941102212NONEPCGENERAL OPERATING SUPPORT$1,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740SAN FRANCISCOCA94146NONEPCCOVID-19 RESPONSE (PANDEMIC EMERGENCY FUND)$100,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740SAN FRANCISCOCA94146NONEPCGENERAL CHARITABLE PURPOSES$60,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740SAN FRANCISCOCA94146NONEPCCOVID-19 RESPONSE (PANDEMIC EMERGENCY FUND)$100,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740SAN FRANCISCOCA94146NONEPCGENERAL OPERATING SUPPORT$200
CIVIC NATION
1156 15TH ST NW SUITE 1000WASHINGTONDC20005NONEPCALL IN CAMPUS DIRECTORY CHALLENGE$50,000
COMMON CAUSE EDUCATION FUND
805 15TH ST NW SUITE 800WASHINGTONDC20005NONEPCVOTING AND ELECTIONS PROJECT$75,000
COMMON CAUSE EDUCATION FUND
805 15TH ST NW SUITE 800WASHINGTONDC20005NONEPCINCLUSIVE DEMOCRACY PROJECT$125,000
COMMONWEALTH CLUB OF CALIFORNIA
PO BOX 194210SAN FRANCISCOCA94119NONEPCGENERAL OPERATING SUPPORT$3,000
COMMUNITY ALLIANCE WITH FAMILY FARMERS FOUNDATION
PO BOX 363DAVISCA95617NONEPCCLIMATE SMART FARMING PROGRAM$50,000
COMMUNITY FOUNDATION FOR MONTEREY COUNTY
2354 GARDEN RDMONTEREYCA939405326NONEPCMONTEREY COUNTY FIRE RELIEF FUND$25,000
COMMUNITY FOUNDATION OF THE NAPA VALLEY
3299 CLAREMONT WAY SUITE 2NAPACA94558NONEPC2020 NAPA COUNTY WILDFIRE FUND$25,000
COMMUNITY FOUNDATION SONOMA COUNTY
120 STONY POINT SUITE 220SANTA ROSACA95401NONEPCSONOMA COUNTY RESILIENCE FUND TO SUPPORT RELIEF EFFORTS IN RESPONSE TO THE KINCADE FIRE$25,000
COMMUNITY HEALTH CHARITIES OF CALIFORNIA
1199 N FAIRFAX SUITE 600ALEXANDRIAVA22031NONEPCGENERAL CHARITABLE PURPOSES$5,000
COMMUNITY PARTNERS
436 14TH ST SUITE 600OAKLANDCA94612NONEPCBAY AREA CLIMATE ACTION$25,000
CONGREGATION EMANU-EL
2 LAKE STREETSAN FRANCISCOCA94118NONEPC$2,000 DESIGNATED TO RABBI MINTZ'S FUND AND $1,000 DESIGNATED TO CANTOR ATTIE'S FUND (JRG)$3,000
CONGREGATION EMANU-EL
2 LAKE STREETSAN FRANCISCOCA94118NONEPCEMANU-EL NEXT$1,000
CONGREGATION EMANU-EL
2 LAKE STREETSAN FRANCISCOCA94118NONEPCTHE ANNUAL GIVING PROGRAM$37,500
CONGREGATION EMANU-EL
2 LAKE STREETSAN FRANCISCOCA94118NONEPCCHANUKAH LIGHT OF GIVING$500
CONTEMPORARY JEWISH MUSEUM
736 MISSION STSAN FRANCISCOCA94103NONEPCGENERAL CHARITABLE PURPOSES$3,500
CONTEMPORARY JEWISH MUSEUM
736 MISSION STSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$7,500
CONTEMPORARY JEWISH MUSEUM
736 MISSION STSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$250
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118NONEPCFAMSF CONTEMPORARY SUPPORT CIRCLE$250,000
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVESAN FRANCISCOCA94118NONEPCGENERAL CHARITABLE PURPOSES$10,000
CROHNS & COLITIS FOUNDATION OF AMERICA
5 THIRD STREET SUITE 815SAN FRANCISCOCA94103NONEPCGENERAL CHARITABLE PURPOSES$25,000
DELTA GAMMA FOUNDATION
3250 RIVERSIDE DRCOLUMBUSOH43221NONEPCGENERAL CHARITABLE PURPOSES$1,000
DEMOCRACY WORKS
20 JAY ST 840BROOKLYNNY11201NONEPCCRISIS RESPONSE$100,000
DEMOS A NETWORK FOR IDEAS AND ACTION LTD
80 BROAD STREET FLOOR 4NEW YORKNY10004NONEPCDEMOCRACY REFORM PROJECT$100,000
DISCOVERY LAND COMPANY FOUNDATION
301 N CANON DRIVE SUITE 328BEVERLY HILLSCA90210NONEPCABACO RELIEF EFFORTS$30,000
DOGWOOD ALLIANCE INC
PO BOX 7645ASHEVILLENC28802NONEPCOUR FORESTS AREN'T FUEL$50,000
EARTHJUSTICE
50 CALIFORNIA STREET STE 500SAN FRANCISCOCA94111NONEPCGENERAL CHARITABLE PURPOSES$2,000
EARTHWORKS
1612 K ST NW SUITE 808WASHINGTONDC20006NONEPCMAKING CLEAN ENERGY CLEAN$80,000
EDUCATIONAL FUND TO STOP GUN VIOLENCE
805 15TH STREET NW SUITE 410WASHINGTONDC20005NONEPCIMPLEMENTING EXTREME RISK LAWS$60,000
ENVIRONMENTAL DEFENSE FUND INCORPORATED
123 MISSION STREET 28TH FLOORSAN FRANCISCOCA94105NONEPCGENERAL CHARITABLE PURPOSES$2,000
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVE SUITE 960NEW YORKNY10115NONEPC2021 MEMBERSHIP DUES$6,000
ENVIRONMENTAL TRAVELING COMPANIONS
FORT MASON CENTER 2 MARINASAN FRANCISCOCA94123NONEPCGENERAL CHARITABLE PURPOSES$1,000BOULEVARD BUILDING C
FAIR ELECTIONS CENTER
1825 K STREET NW SUITE 450WASHINGTONDC20006NONEPCCAMPUS VOTE PROJECT$75,000
FAITH IN ACTION NETWORK
999 NORTH CAPITOL STREET NE SUITEWASHINGTONDC20002NONEPCVOTER ENGAGEMENT PROGRAM$150,000200
FEMINIST MAJORITY FOUNDATION
433 S BEVERLY DRBEVERLY HILLSCA90212NONEPCADOPT-A-CLINIC CAMPAIGN OF THE CHOICES CAMPUS LEADERSHIP PROGRAM$85,000
FOUNDATION CENTER
360 22ND ST SUITE 500OAKLANDCA94612NONEPCGENERAL CHARITABLE PURPOSES FOR CANDID WEST$5,000
FOUNDATION OF CITY COLLEGE OF SAN FRANCISCO
PO BOX 40488SAN FRANCISCOCA94140NONEPCTO SUPPORT STUDENTS NEEDING HELP TO COPE WITH THE IMPACT OF THE COVID-19 PANDEMIC$10,000
FREE SPEECH FOR PEOPLE INC
48 N PLEASANT STREET SUITE 304AMHERSTMA01002NONEPCFIGHTING FOR ELECTION SECURITY PROJECT$50,000
FRIENDS & FOUNDATION OF THE SAN FRANCISCO PUBLIC LIBRARY
1630 17TH STREETSAN FRANCISCOCA94107NONEPCGENERAL CHARITABLE PURPORES$6,000
FRIENDS OF DEL NORTE CONSERVATION COUNCIL
PO BOX 114CRESCENT CITYCA95531NONEPCRESTORING THE WESTS GREATEST COASTAL LAGOON TO WILDNESS$25,000
FRIENDS OF THE JEWISH COMMUNITY LIBRARY
1835 ELLIS STSAN FRANCISCOCA941154003NONEPCGENERAL OPERATING SUPPORT$5,000
FRIENDS OF THE URBAN FOREST
1007 GENERAL KENNEDY AVENUE SUITE 1SAN FRANCISCOCA94129NONEPCGENERAL OPERATING SUPPORT$6,500
FUNDERS FOR REPRODUCTIVE EQUITY INC
PO BOX 750ROCKVILLEMD208480750NONEPC2021 MEMBERSHIP DUES$2,750
GATES PHILANTHROPY PARTNERS
PO BOX 23350SEATTLEWA981020650NONEPCCOVID-19 THERAPEUTICS ACCELERATOR FUND (PANDEMIC EMERGENCY FUND)$50,000
GIRLS ON THE RUN OF THE BAY AREA INC
3543 18TH STREET 31SAN FRANCISCOCA94110NONEPCGENERAL OPERATING SUPPORT$2,500
GIVEDIRECTLY INC
PO BOX 3221NEW YORKNY100083221NONEPCBAY AREA COVID-19 FUND (PANDEMIC EMERGENCY FUND)$75,000
GIVEDIRECTLY INC
PO BOX 3221NEW YORKNY100083221NONEPCCOVID US (PANDEMIC EMERGENCY FUND)$75,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
BUILDING 201 FORT MASONSAN FRANCISCOCA94123NONEPCGENERAL OPERATING SUPPORT REGARDING TRAILS FOREVER IN HONOR OF KATHY KIMBALL$10,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
BUILDING 201 FORT MASONSAN FRANCISCOCA94123NONEPCGENERAL OPERATING SUPPORT$5,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
BUILDING 201 FORT MASONSAN FRANCISCOCA94123NONEPCPRESIDIO VISITOR CENTER$200,000
GREENBELT ALLIANCE
312 SUTTER STREET SUITE 510SAN FRANCISCOCA94108NONEPCACCELERATING CLIMATE RESILIENCE$60,000
GUNSDOWN INC
PO BOX 34647WASHINGTONDC20043NONEPCIS YOUR BANK LOADED?$50,000
GYNUITY HEALTH PROJECTS INC
220 EAST 42ND STREET SUITE 710NEW YORKNY10017NONEPCTELABORTION IN THE US$75,000
HABITAT FOR HUMANITY GREATER SAN FRANCISCO
500 WASHINGTON STREET SUITE 250SAN FRANCISCOCA841112947NONEPCGENERAL CHARITABLE PURPOSES$1,000
HAMLIN SCHOOL
2120 BROADWAYSAN FRANCISCOCA94115NONEPCANNUAL FUND$2,000
HARPER FOR KIDS
2920 BUCHANAN ST 9SAN FRANCISCOCA94123NONEPCGENERAL OPERATING SUPPORT$2,500
HARPER FOR KIDS
2920 BUCHANAN ST 9SAN FRANCISCOCA94123NONEPCGENERAL OPERATING SUPPORT FOR TECHNICAL AND COMPUTER EQUIPMENT UPGRADES$7,000
HEADLANDS CENTER FOR THE ARTS
944 FORT BARRYSAUSALITOCA94965NONEPCGENERAL OPERATING SUPPORT$2,000
HEALTHRIGHT 360
1735 MISSION STREETSAN FRANCISCOCA94103NONEPCCOVID-19 EMERGENCY FUND (PANDEMIC EMERGENCY FUND)$50,000
HEARING AND SPEECH CENTER OF NORTHERN CALIFORNIA
1234 DIVISADERO STREETSAN FRANCISCOCA94115NONEPCGENERAL CHARITABLE PURPOSES$1,000
HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO
131 STEUART ST STE 520SAN FRANCISCOCA941051240NONEPCCORONAVIRUS LOAN PROGRAM 2020-2025, THEREAFTER UNRESTRICTED (COVID-19 PANDEMIC EMERGENCY FUND)$100,000
HEBREW IMMIGRANT AID SOCIETY
1300 SPRING ST SUITE 500SILVER SPRINGMD20910NONEPCCOMMUNITY ENGAGEMENT INITIATIVE: ENGAGING AMERICAN JEWS IN THE REFUGEE CRISIS$50,000
HOPEWELL FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036NONEPCLOAN AND GRANT PROGRAM$125,000
ILLUMINATE THE ARTS
228 LAIDLEY STSAN FRANCISCOCA94131NONEPCGENERAL OPERATING SUPPORT$50,000
IMMUNE DEFICIENCY FOUNDATION
110 WEST ROAD SUITE 300TOWSONMD21204NONEPCGENERAL CHARITABLE PURPOSES$15,000
ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC
555 COLLEGE AVEPALO ALTOCA94306NONEPCHUMANITARIAN PROFESSIONALS NETWORK IN THE BAY AREA$50,000
IVOTE CIVIC EDUCATION FUND INC
140 LEXINGTON AVENUECAMBRIDGEMA02138NONEPCIVOTEFACTS CAMPAIGN$40,000
JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL
633 THIRD AVENUE 32ND FLOORNEW YORKNY10017NONEPCGENERAL OPERATING SUPPORT$2,500
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118NONEPCGENERAL CHARITABLE PURPOSES$16,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118NONEPCGENERAL OPERATING SUPPORT$5,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118NONEPCRESILIENCE FUND FOR PERSONAL PROTECTIVE EQUIPMENT AND ESTABLISHING HEIGHTENED HOUSEKEEPING PROTOCOLS$10,000
JEWISH COMMUNITY CENTER OF THE EAST BAY
1414 WALNUT STREETBERKELEYCA94709NONEPCCIVIC ENGAGEMENT INITIATIVE$30,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN AND SONOM
121 STEUART STREETSAN FRANCISCOCA94105NONEPCJEWISH WOMENS FUND COVID-19 RELIEF INITIATIVE TO SUPPORT HEBREW FREE LOAN$2,500
JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115NONEPCGENERAL OPERATING SUPPORT$1,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105NONEPCBRIDGE FUNDING FOR ISRAEL TRIPS$25,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105NONEPCPROMOTING JEWISH IDEALS: CHALLENGES TO DEMOCRACY, PUBLIC POLICY, AND ISRAEL$250,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105NONEPCCALIFORNIA EDUCATION AND TEXTBOOK ADOPTION PROJECT$50,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105NONEPCGENERAL OPERATING SUPPORT$13,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105NONEPCANTI-ISRAEL RESEARCH AND GENERAL OPERATING SUPPORT$8,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001NONEPC2021 MEMBERSHIP DUES$2,500
JEWISH LEARNINGWORKS
44 PAGE STREET 6TH FLOORSAN FRANCISCOCA94102NONEPCVOICES FOR GOOD$40,000
JEWISH LEARNINGWORKS
44 PAGE STREET 6TH FLOORSAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT$2,000
JEWISH LEARNINGWORKS
44 PAGE STREET 6TH FLOORSAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT$3,000
JEWISH STUDIO PROJECT
940 DWISGHT WAY 13BBERKELEYCA94710NONEPCEXPANDING BAY AREA PROGRAM PORTFOLIO$30,000
JEWISH VOCATIONAL & CAREER COUNSELING SERVICE
225 BUSH STREET SUITE 400SAN FRANCISCOCA94104NONEPCGENERAL CHARITABLE PURPOSES$5,000
JEWISH VOCATIONAL & CAREER COUNSELING SERVICE
225 BUSH STREET SUITE 400SAN FRANCISCOCA94104NONEPCGENERAL CHARITABLE PURPOSES$1,000
KQED INC
50 BEALE STSAN FRANCISCOCA94105NONEPCGENERAL CHARITABLE PURPOSES$12,500
LA CASA DE LAS MADRES
1269 HOWARD STREETSAN FRANCISCOCA94103NONEPCCOVID-19 RESPONSE (PANDEMIC EMERGENCY FUND)$20,000
LA CASA DE LAS MADRES
1269 HOWARD STREETSAN FRANCISCOCA94103NONEPCGENERAL CHARITABLE PURPOSES$1,000
LAGUNA HONDA HOSPITAL VOLUNTEERS INC
2440 W EL CAMINO REAL 300MOUNTAIN VIEWCA94040NONEPCLAGUNA HONDA HOSPITAL VOLUNTEERS$1,000
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVENUESAN FRANCISCOCA94105NONEPCGENERAL OPERATING SUPPORT REGARDING COVID-19 (PANDEMIC EMERGENCY FUND)$20,000
LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1401 NEW YORK AVENUE NW SUITE 400WASHINGTONDC20005NONEPCELECTION PROTECTION AND VOTING RIGHTS PROJECT$100,000
LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1401 NEW YORK AVENUE NW SUITE 400WASHINGTONDC20005NONEPCELECTION PROTECTION AND VOTING RIGHTS PROJECT$100,000
LEAGUE OF WOMEN VOTERS EDUCATION FUND
1730 M STREET NW SUITE 1000WASHINGTONDC20036NONEPCMAKING DEMOCRACY WORK$125,000
LEAGUE OF WOMEN VOTERS EDUCATION FUND
1730 M STREET NW SUITE 1000WASHINGTONDC20036NONEPCEDUCATION FUND$2,000
LICK-WILMERDING HIGH SCHOOL
755 OCEAN AVENUESAN FRANCISCOCA94112NONEPCANNUAL FUND$1,000
MAPLIGHT
2223 SHATTUCK AVENUEBERKELEYCA94704NONEPCDIGITAL DECEPTION SOLUTIONS$50,000
MARINE MAMMAL CENTER
2000 BUNKER ROADSAUSALITOCA94965NONEPCGENERAL OPERATING SUPPORT$3,000
MAUI FOOD BANK
760 KOLU STREETWAILUKUHI96793NONEPCGENERAL OPERATING SUPPORT IN HONOR OF SHEP GORDON$5,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPCDEPARTMENT OF GASTROENTEROLOGY & HEPATOLOGY$1,000
MDP FOUNDATION
225 POTRERO AVENUESAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT REGARDING COVID-19 (PANDEMIC EMERGENCY FUND)$20,000
MDP FOUNDATION
225 POTRERO AVENUESAN FRANCISCOCA94103NONEPCGENERAL SUPPORT REGARDING COVID-19 (PANDEMIC EMERGENCY FUND)$10,000
MDP FOUNDATION
225 POTRERO AVENUESAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$5,500
MEALS ON WHEELS OF SAN FRANCISCO INC
1375 FAIRFAX AVENUESAN FRANCISCOCA94124NONEPCGENERAL CHARITABLE PURPOSES$2,500
MEALS ON WHEELS OF SAN FRANCISCO INC
1375 FAIRFAX AVENUESAN FRANCISCOCA94124NONEPCGENERAL CHARITABLE PURPOSES$10,000
MEALS ON WHEELS OF SAN FRANCISCO INC
1375 FAIRFAX AVENUESAN FRANCISCOCA94124NONEPCCOVID-19 FUND (PANDEMIC EMERGENCY FUND)$20,000
MEDIA MATTERS FOR AMERICA
455 MASSACHUSETTS AVE NW SUITE 600WASHINGTONDC20036NONEPCGENERAL SUPPORT$158,000
MEDICAL STUDENTS FOR CHOICE
PO BOX 40935PHILADELPHIAPA19107NONEPCGENERAL SUPPORT$12,500
MEDICAL STUDENTS FOR CHOICE
PO BOX 40935PHILADELPHIAPA19107NONEPCSTUDENT ORGANIZING PROGRAM$50,000
MEDSHARE INTERNATIONAL
3240 CLIFTON SPRINGS RDDECATURGA300344608NONEPCGENERAL OPERATING SUPPORT REGARDING GATHERING HOPE$1,000
MENLO SCHOOL
50 VALPARAISO AVENUEATHERTONCA94027NONEPC2020-2021 ANNUAL FUND$2,000
MIDWEST ACCESS PROJECT
5215 N RAVENSWOOD AVE SUITE 206CHICAGOIL60640NONEPCCLINICAL TRAINING AND PROVIDER EDUCATION$40,000
MOISHE HOUSE
441 SAXONY ROAD BARN 2ENCINITASCA92024NONEPCGENERAL OPERATING SUPPORT OF THE SAN FRANCISCO HOUSES$10,000
MOMSRISING EDUCATION FUND
12011 BEL-RED ROAD SUITE 100ABELLEVUEWA98005NONEPCMOMSVOTE 2020$100,000
MUSEUM OF MODERN ART
11 WEST 53 STREETNEW YORKNY10019NONEPCGENERAL CHARITABLE PURPOSES$1,000
MY NEW RED SHOES
330 TWIN DOLPHIN DRIVE SUITE 135REDWOOD CITYCA94065NONEPCGENERAL CHARITABLE PURPOSES$2,500
N A A C P LEGAL DEFENSE AND EDUCATIONAL FUND INC
40 RECTOR STREET NO 5TH FLNEW YORKNY100061738NONEPCPOLICING REFORM CAMPAIGN$40,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550WASHINGTONDC20006NONEPC2021 MEMBERSHIP DUES$7,500
NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED
2055 L STREET NW SUITE 650WASHINGTONDC20015NONEPCRUTH'S REVOLUTION$75,000
NATIONAL NETWORK OF ABORTION FUNDS
PO BOX 170280BOSTONMA02117NONEPCSHARED DATA SYSTEMS PROJECT - PHASE II$35,000
NATIONAL REDISTRICTING FOUNDATION
700 13TH STREET NW SUITE 600WASHINGTONDC20005NONEPCREDISTRICTING LITIGATION$200,000
NATIONAL VOTE AT HOME INSTITUTE
PO BOX 65752WASHINGTONDC200355752NONEPCGENERAL SUPPORT$100,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREET 11TH FLOORNEW YORKNY10011NONEPCGENERAL CHARITABLE SUPPORT$2,000
NATURE CONSERVANCY OF CALIFORNIA
201 MISSION STREET 4TH FLOORSAN FRANCISCOCA94105NONEPCGENERAL OPERATING SUPPORT$1,000
NEO PHILANTHROPY
PO BOX 170313BROOKLYNNY11217NONEPCCLINIC SUPPORT AND COMMUNITY BUILDING PROJECT$50,000
NEO PHILANTHROPY INC
PO BOX 170313BROOKLYNNY11217NONEPC2021 MEMBERSHIP DUES$4,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036NONEPCPOOLED FUND$175,000
NGCA FOUNDATION
3200 LOPEZ ROADPEBBLE BEACHCA93953NONEPCSUBSIDIZED ROUNDS PROGRAM SUPPORT - NORTHERN CALIFORNIA$150,000
NONPROFIT VOTE INC
2464 MASSACHUSETTS AVE STE 210CAMBRIDGEMA021401645NONEPCENGAGING NEW VOTERS PROGRAM$100,000
NORTHERN CALIFORNIA GRANTMAKERS
160 SPEAR STREET SUITE 360SAN FRANCISCOCA94105NONEPC2021 MEMBERSHIP DUES$7,000
NURSES FOR SEXUAL AND REPRODUCTIVE HEALTH
540 FAIRVIEW AVE N 102ST PAULMN55104NONEPCGENERAL SUPPORT$50,000
OAKLAND MUSEUM OF CALIFORNIA
1000 OAK STREETOAKLANDCA94607NONEPCGENERAL CHARITABLE PURPOSES$1,000
OAKLAND MUSEUM OF CALIFORNIA
1000 OAK STREETOAKLANDCA94607NONEPCALL IN! THE CAMPAIGN FOR OMCA$100,000
ONWARD ISRAEL USA INC
633 3RD AVE 21ST FLOORNEW YORKNY10017NONEPCSAN FRANCISCO BAY AREA COHORT$60,000
OPPORTUNITY FUND COMMUNITY DEVELOPMENT
111 W SAINT JOHN ST STE 800SAN JOSECA951131121NONEPCSMALL BUSINESS RELIEF FUND TO BE DIRECTED TOWARD SAN FRANCISCO BAY AREA CLIENTS(PANDEMIC EMERGENCY FUND)$75,000
OPPORTUNITY FUND COMMUNITY DEVELOPMENT
111 W SAINT JOHN ST STE 800SAN JOSECA951131121NONEPCSMALL BUSINESS RELIEF FUND IN THE BAY AREA (PANDEMIC EMERGENCY FUND)$75,000
PACHAMAMA ALLIANCE
1009 GENERAL KENNEDY AVESAN FRANCISCOCA94129NONEPCGENERAL OPERATING SUPPORT$15,000
PACIFIC CLUB IMPACT FOUNDATION
4110 MACARTHUR BLVDNEWPORT BEACHCA92660NONEPCLOTT IMPACT TROPHY$10,000
PARTNERSHIP FOR HAAS PREEMINENCE
2180 SAND HILL ROAD SUITE 100MENLO PARKCA94025NONEPCTRANSFORMING THE HAAS CAMPUS$1,000,000
PEAK GRANTMAKING
1666 K STREET SUITE 440WASHINGTONDC20006NONEPC2021 MEMBERSHIP DUES$3,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAMS STREET 10TH FLOORNEW YORKNY10038NONEPCGENERAL OPERATING SUPPORT$10,000
PLANNED PARENTHOOD SHASTA DIABLO INC DBA PLANNED PARENTHOOD NORTHERN CALI
2185 PACHECO STREETCONCORDCA94520NONEPCGENERAL OPERATING SUPPORT$1,000
PLANNED PARENTHOOD SHASTA DIABLO INC DBA PLANNED PARENTHOOD NORTHERN CALI
2185 PACHECO STREETCONCORDCA94520NONEPCGENERAL OPERATING SUPPORT$500
PLANNED PARENTHOOD SHASTA DIABLO INC DBA PLANNED PARENTHOOD NORTHERN CALI
2185 PACHECO STREETCONCORDCA94520NONEPCSECOND CENTURY CAMPAIGN$100,000
PLANNED PARENTHOOD SHASTA DIABLO INC DBA PLANNED PARENTHOOD NORTHERN CALI
2185 PACHECO STREETCONCORDCA94520NONEPCACCESS TO ABORTION CARE IN SAN FRANCISCO$125,000
PLANNED PARENTHOOD SHASTA DIABLO INC DBA PLANNED PARENTHOOD NORTHERN CALI
2185 PACHECO STREETCONCORDCA94520NONEPCGENERAL OPERATING SUPPORT$10,500
PROJECT DRAWDOWN
3450 SACRAMENTO STREET 506SAN FRANCISCOCA94118NONEPCGENERAL CHARITABLE PURPOSES$5,000
PROTEUS FUND INC
15 RESEARCH DRIVE SUITE BAMHERSTMA01002NONEPCPROTECTING JUDICIAL INDEPENDENCE$75,000
PROVIDE INC
PO BOX 8265ROUND ROCKTX78683NONEPCREFERRALS PROGRAM$50,000
PUSH 2 EXCEL INC
2269 CHESTNUT STREET 473SAN FRANCISCOCA94123NONEPCGENERAL CHARITABLE PURPOSES$2,500
RAINFOREST ACTION NETWORK
425 BUSH STREET SUITE 300SAN FRANCISCOCA94108NONEPCGENERAL OPERATING SUPPORT$2,000
RAINFOREST CONNECTION
77 VAN NESS AVE SUITE 101-1717SAN FRANCISCOCA94102NONEPCDEVELOPMENT OF INFRASTRUCTURE INDEPENDENT GUARDIANS$75,000
RAINFOREST CONNECTION
77 VAN NESS AVE SUITE 101-1717SAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT$15,000
RANDALL MUSEUM FRIENDS
199 MUSEUM WAYSAN FRANCISCOCA94114NONEPCGENERAL CHARITABLE PURPOSES$1,000
REACH OUT AND READ INC
89 SOUTH STREET SUITE 201BOSTONMA02111NONEPCBAY AREA AFFILIATE$40,000
READING IS FUNDAMENTAL INC
750 FIRST STREET NE SUITE 920WASHINGTONDC20002NONEPCGENERAL CHARITABLE PURPOSES$2,500
REBOOT INC
246 FIFTH AVENUE SUITE 420NEW YORKNY10001NONEPCGENERAL OPERATING SUPPORT$1,500
REBUILDING TOGETHER SAN FRANCISCO
PIER 28 SUITE 1SAN FRANCISCOCA94105NONEPCGENERAL CHARITABLE PURPOSES$2,000
RONALD MCDONALD HOUSE CHARITIES OF THE BAY AREA
520 SAND HILL ROADPALO ALTOCA943042001NONEPCGENERAL CHARITABLE PURPOSES$1,000
ROSE FOUNDATION FOR COMMUNITIES AND THE ENVIRONMENT
201 4TH STREET SUITE 102OAKLANDCA94607NONEPCFUNDING POOL$50,000
SAMASOURCE INC
2017 MISSION ST STE 301SAN FRANCISCOCA941101296NONEPCGENERAL OPERATING SUPPORT$5,000
SAN FRANCISCO BALLET ASSOCIATION
455 FRANKLIN STREETSAN FRANCISCOCA94102NONEPCGENERAL CHARITABLE PURPOSES$6,500
SAN FRANCISCO BAY AREA LITTLE BROTHERS - FRIENDS OF THE ELDERLY
909 HYDE STREET SUITE 628SAN FRANCISCOCA94109NONEPCGENERAL CHARITABLE PURPOSES$1,000
SAN FRANCISCO EDUCATION FUND
2730 BRYANT STREET SECOND FLOORSAN FRANCISCOCA94110NONEPCGENERAL CHARITABLE PURPOSES$2,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT REGARDING COVID-19 (PANDEMIC EMERGENCY FUND)$20,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT REGARDING COVID-19 (PANDEMIC EMERGENCY FUND)$55,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107NONEPCGENERAL CHARITABLE PURPOSES$15,000
SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
PO BOX 410836SAN FRANCISCOCA94114NONEPCGENERAL OPERATING SUPPORT REGARDING HEARTS IN SF IN HONOR OF LISA PRITZKER$10,000
SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
PO BOX 410836SAN FRANCISCOCA94114NONEPCGENERAL CHARITABLE PURPOSES$2,500
SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
PO BOX 410836SAN FRANCISCOCA94114NONEPCZSFG COVID-19 FUND (PANDEMIC EMERGENCY FUND)$50,000
SAN FRANCISCO HILLEL
33 BANBURY DRIVESAN FRANCISCOCA94132NONEPCGENERAL OPERATING SUPPORT$12,500
SAN FRANCISCO HILLEL
33 BANBURY DRIVESAN FRANCISCOCA94132NONEPCISRAEL ADVOCACY INITITATIVE$40,000
SAN FRANCISCO JEWISH COMMUNITY PUBLICATIONS INC
225 BUSH STREET 480SAN FRANCISCOCA94104NONEPCTHE CREATIVE SPIRIT OF SAN FRANCISCO - ART FROM THE JEWISH HOME & REHAB CENTER$37,500
SAN FRANCISCO JEWISH COMMUNITY PUBLICATIONS INC
225 BUSH STREET 480SAN FRANCISCOCA94104NONEPCGENERAL OPERATING SUPPORT$12,500
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$30,000
SAN FRANCISCO OPERA
301 VAN NESS AVENUESAN FRANCISCOCA94102NONEPCGENERAL CHARITABLE PURPOSES$1,000
SAN FRANCISCO PARKS ALLIANCE
1074 FOLSOM STREETSAN FRANCISCOCA94103NONEPCGENERAL CHARITABLE PURPOSES$1,000
SAN FRANCISCO PARKS ALLIANCE
1074 FOLSOM STREETSAN FRANCISCOCA94103NONEPCGOLDEN GATE PARK TENNIS CENTER CAPITAL CAMPAIGN - PHASE II$1,000,000
SAN FRANCISCO PLANNING AND URBAN RESEARCH ASSOCIATION
654 MISSION STREETSAN FRANCISCOCA94105NONEPCGENERAL CHARITABLE PURPOSES$2,500
SAN FRANCISCO SUICIDE PREVENTION
PO BOX 191350SAN FRANCISCOCA94119NONEPCGENERAL CHARITABLE PURPOSES$1,000
SAN FRANCISCO SYMPHONY
DAVIES SYMPHONY HALLSAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT$23,000
SAN FRANCISCO ZOOLOGICAL SOCIETY
ONE ZOO ROADSAN FRANCISCOCA94132NONEPCGENERAL CHARITABLE PURPOSES$1,000
SAVE THE BAY
1330 BROADWAY SUITE 1800OAKLANDCA94612NONEPCGENERAL OPERATING SUPPORT$1,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115NONEPCCOURAGEOUS LEADERSHIP PROJECT IN THE BAY AREA$50,000
SHARE OUR STRENGTH
PO BOX 75475BALTIMOREMD212755475NONEPCELIJAH HICKS COVID-19 CAMPAIGN TO BENEFIT NO KID HUNGRY IN NORTHERN CALIFORNIA (PANDEMIC EMERGENCY FUND)$20,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE INC
PO BOX 7091ASHEVILLENC28802NONEPCWHAT'S IN YOUR PAPER INITIATIVE$50,000
SOCIAL GOOD FUND
1330 BROADWAY SUITE 1100OAKLANDCA94612NONEPCGENERAL SUPPORT$50,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805NONEPCGENERAL OPERATING SUPPORT FOR EAST OAKLAND COLLECTIVE - HH MATCHING GIFT$100
SOCIAL GOOD FUND
3333 CALIFORNIA STREET SUITE 335SAN FRANCISCOCA94118NONEPCGENERAL SUPPORT$65,000BOX 0744
SOCIAL GOOD FUND
42 TIEMANN PLACENEW YORKNY10027NONEPCCAPACITY-BUILDING START-UP SUPPORT$60,000
SOJOURNERS
408 C STREET NEWASHINGTONDC20002NONEPCLAWYERS AND COLLARS$100,000
SOLANO COMMUNITY FOUNDATION
744 EMPIRE STREET SUITE 240FAIRFIELDCA945335562NONEPCSOLANO DISASTER RELIEF FUND$25,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104NONEPCDATA AND EXTREMISM PROJECT$10,000
SPARK SF PUBLIC SCHOOLS
555 FRANKLIN STREETSAN FRANCISCOCA94102NONEPCCOVID-19 RESPONSE FUND FOR COSTS ASSOCIATED WITH MEALS AND DISTANCE LEARNING (PANDEMIC EMERGENCY FUND)$20,000
SPARK SF PUBLIC SCHOOLS
555 FRANKLIN STREETSAN FRANCISCOCA94102NONEPCSFUSD REVISED COVID-19 RESPONSE PHASE II$50,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PLMEMPHISTN381053678NONEPCJUGGLING FOR JUDE$1,000
ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUESAN FRANCISCOCA94102NONEPCGENERAL OPERATING SUPPORT REGARDING COVID-19 (PANDEMIC EMERGENCY FUND)$30,000
ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUESAN FRANCISCOCA94102NONEPCTHE DINING ROOM PROGRAM$2,000
STANFORD UNIVERSITY
485 BROADWAY 4THFLOORREDWOOD CITYCA94063NONEPCSTANFORD WOMEN'S CANCER CENTER REGARDING UNDER ONE UMBRELLA$25,000
STANFORD UNIVERSITY
365 LASUEN STREET SECOND FLOORSTANFORDCA94305NONEPCGENERAL OPERATING SUPPORT$7,500
STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERS
365 LASUEN STREET SECOND FLOORSTANFORDCA943057120NONEPCGENERAL CHARITABLE PURPOSES$1,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREETSAN FRANCISCOCA94107NONEPCSGFA 83RD FESTIVAL SEASON SPRING/SUMMER FUNDRAISING DRIVE$25,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREETSAN FRANCISCOCA94107NONEPCGENERAL CHARITABLE PURPOSES$130,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREETSAN FRANCISCOCA94107NONEPCGENERAL OPERATING SUPPORT$100
SUSAN G KOMEN SAN FRANCISCO
1469 PACIFIC AVESAN FRANCISCOCA94109NONEPCVISIONARY AWARDS FUND-A-NEED$5,000
TAWONGA JEWISH COMMUNITY CORPORATION
131 STEUART STREET STE 460SAN FRANCISCOCA94105NONEPCGENERAL CHARITABLE PURPOSES$5,000
TEN STRANDS
PO BOX 150869SAN RAFAELCA94915NONEPCGENERAL CHARITABLE PURPOSES$1,000
THE AMERICAN INDEPENDENT
800 MAINE AVENUE SW SUITE 500WASHINGTONDC20024NONEPCGENERAL SUPPORT$100,000
THE BRANSON SCHOOL
PO BOX 887ROSSCA94957NONEPC2020-2021 ANNUAL FUND$150
THE BRANSON SCHOOL
PO BOX 887ROSSCA94957NONEPCGENERAL OPERATING SUPPORT$1,000
THE BRANSON SCHOOL
PO BOX 887ROSSCA94957NONEPCFINANCIAL AID SUPPORT$100
THE CAMPAIGN TO KEEP GUNS OFF CAMPUS INC
PO BOX 658CROTON FALLSNY10519NONEPCCAMPUS ORGANIZING AND EDUCATION PROGRAM$35,000
THE HAMILTON FAMILY CENTER
273 NINTH STREETSAN FRANCISCOCA94103NONEPCGENERAL OPERATING SUPPORT$20,000
THE HAMILTON FAMILY CENTER
273 NINTH STREETSAN FRANCISCOCA94103NONEPCGENERAL CHARITABLE PURPOSES$2,500
THE REGENERATION PROJECT
672 13TH ST SUITE 100OAKLANDCA94612NONEPCFAITHFUL TRANSPORTATION ADVOCACY$35,000
THE SAN FRANCISCO FOUNDATION
ONE EMBARCADERO CENTER SUITE 1400SAN FRANCISCOCA94111NONEPCPUBLIC LAND STRATEGY$70,000
TIDES CENTER
25 BROADWAY 9TH FLNEW YORKNY10004NONEPCACCESS AND INNOVATION PROGRAM$100,000
TIDES CENTER
POBOX 10102OAKLANDCA94610NONEPCGENERAL OPERATING SUPPORT$10,000
TIDES FOUNDATION
NONEPCCANOPYSTYLE$65,0001726 COMMERCIAL DRIVE SUITE 1VANCOUVERCAV5N4A3
TIDES FOUNDATION
PO BOX 29903SAN FRANCISCOCA941290903NONEPCCOVID-19 SUPPORT IN SAN FRANCISCO (PANDEMIC EMERGENCY FUND)$150,000
TIVNU BUILDING JUSTICE
7971 SE 11TH AVEPORTLANDOR972026560NONEPCGENERAL OPERATING SUPPORT$10,000
TOWN OF ATHERTON
150 WATKINS AVEATHERTONCA94027NONEGOVATHERTON TOWN CENTER PROJECT$45,000
TOWN SCHOOL FOR BOYS
2750 JACKSON STREETSAN FRANCISCOCA94115NONEPCANNUAL FUND$4,000
TRACE MEDIA INC
PO BOX 4184NEW YORKNY10163NONEPCREPORTING ON GUN VIOLENCE - PUBLIC HEALTH$75,000
TRANSFORMCA
436 14TH STREET SUITE 600OAKLANDCA94612NONEPCTRANSPORTATION INNOVATION AND EQUITY$60,000
TUFTS UNIVERSITY
80 GEORGE STMEDFORDMA02155NONEPCPARENTS GIVING PROGRAM$250
UNION FOR REFORM JUDAISM
2027 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPCGENERAL CHARITABLE PURPOSES$1,000
UNION FOR REFORM JUDAISM
2027 MASSACHUSETTS AVENUE NWWASHINGTONDC20036NONEPCRAC CALIFORNIA IN NORTHERN CALIFORNIA$25,000
UNITED STATES FUND FOR UNICEF
101 MONTGOMERY STREET SUITE 625SAN FRANCISCOCA94104NONEPCGENERAL CHARITABLE PURPOSES$2,000
UNITED STATES HOLOCAUST MEMORIAL COUNCIL
1880 CENTURY PARK EAST SUITE 820LOS ANGELESCA90067NONEPCGENERAL CHARITABLE PURPOSES$1,000
UNITED STATES PUBLIC INTEREST RESEARCH GROUP EDUCATION FUND
1543 WAZEE STREET SUITE 460DENVERCO80202NONEPCRIGHT TO REPAIR$40,000
UNITED WAY OF THE BAY AREA
550 KEARNY STREET SUITE 1000SAN FRANCISCOCA94108NONEPCGENERAL CHARITABLE PURPOSES$10,000
UNITED WAY OF THE BAY AREA
550 KEARNY STREET SUITE 1000SAN FRANCISCOCA94108NONEPCCOVID-19 COMMUNITY RELIEF FUND (PANDEMIC EMERGENCY FUND)$80,000
UNITED WAY OF THE BAY AREA
550 KEARNY STREET SUITE 1000SAN FRANCISCOCA94108NONEPCRENTAL RELIEF FUND (PANDEMIC EMERGENCY FUND)$80,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401BERKELEYCA947041058NONEPCGENERAL OPERATING SUPPORT$10,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401BERKELEYCA947041058NONEPCHAAS DEANS INITIATIVE FOR VIRTUAL CLASSROOMS$15,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401BERKELEYCA947041058NONEPCCAL MEN'S GOLF ENDOWMENT CAMPAIGN$100,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401BERKELEYCA947041058NONEPCCENTER FOR SOCIAL SECTOR LEADERSHIP - ANNUAL GRANT$5,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401BERKELEYCA947041058NONEPCHAAS SCHOOL OF BUSINESS FUND -- BIG GIVE 2020$1,500
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
2607 HEARST AVENUE 7320BERKELEYCA947207320NONEPCGENERAL OPERATING SUPPORT$10,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
PO BOX 45339SAN FRANCISCOCA94145NONEPCMODELL CENTER FUND$15,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
155 NORTH FRESNO STREETFRESNOCA937012305NONEPCEMERGENCY MEDICINE DEPARTMENT AND RESIDENCY-TRAINING PROGRAM$2,500
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339SAN FRANCISCOCA94115NONEPCUCSF CORONAVIRUS FUND (COVID-19 PANDEMIC EMERGENCY FUND)$50,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104NONEPCDIVISION OF GASTROENTEROLOGY, IN HONOR OF DR. UMA MAHADEVAN$5,000
UNIVERSITY OF SOUTHERN CALIFORNIA
MARSHALL SCHOOL OF BUSINESS ATTLOS ANGELESCA90089NONEPCTO PROVIDE GENERAL OPERATING SUPPORT FOR THE LEVENTHAL SCHOOL OF ACCOUNTING$1,00029TH FLOOR
UNIVERSITY OF SOUTHERN CALIFORNIA
600 MONTGOMERY STREET SUITE 2710SAN FRANCISCOCA94111NONEPCTO PROVIDE GENERAL OPERATING SUPPORT FOR THE DORNSIFE COLLEGE OF LETTERS, ARTS, AND SCIENCES$10,000
UNIVERSITY OF SOUTHERN CALIFORNIA
MARSHALL SCHOOL OF BUSINESS ATTLOS ANGELESCA90089NONEPCUSC MARSHALL CAMPAIGN INITIATIVE$100,00029TH FLOOR
UNIVERSITY OF SOUTHERN CALIFORNIA
600 MONTGOMERY STREET SUITE 2710SAN FRANCISCOCA94111NONEPCWOMEN'S TENNIS PROGRAM$5,500
UNIVERSITY OF SOUTHERN CALIFORNIA
MARSHALL SCHOOL OF BUSINESS ATTLOS ANGELESCA90089NONEPCTO PROVIDE GENERAL OPERATING SUPPORT FOR THE MARSHALL SCHOOL OF BUSINESS$10,00029TH FLOOR
URBAN ADAMAH
1151 SIXTH STREETBERKELEYCA94710NONEPCGENERAL$47,000
URBAN SCHOOL OF SAN FRANCISCO
1563 PAGE STREETSAN FRANCISCOCA94117NONEPCGENERAL OPERATING SUPPORT$1,000
VIOLENCE POLICY CENTER
1025 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036NONEPCCAMPAIGN FOR GUN INDUSTRY ACCOUNTABILITY$35,0001210
VOTO LATINO
1710 RHODE ISLAND SUITE 600WASHINGTONDC20036NONEPCGENERAL SUPPORT$170,000
WGBH EDUCATIONAL FOUNDATION
ONE GUEST STREETBOSTONMA02135NONEPCDIGITAL VIDEO UNIT$50,000
WHEN WE ALL VOTE
1156 15TH ST NW SUITE 1000WASHINGTONDC20005NONEPCVOTING SQUADS$100,000
WHEN WE ALL VOTE
1156 15TH STREET NW SUITE 1000WASHINGTONDC20005NONEPCGENERAL SUPPORT$100,000
WILDCARE
76 ALBERT PARK LANESAN RAFAELCA94901NONEPCGENERAL CHARITABLE PURPOSES$1,000
WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC
120 BROADWAY SUITE 1750NEW YORKNY10271NONEPCENSURING FREE, FAIR, AND SECURE ELECTIONS$100,000
WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT (WRRAP)
2934 1/2 BEVERLY GLEN CIRCLE 169LOS ANGELESCA90077NONEPCREPRODUCTIVE JUSTICE FUND$25,000
WORLD CENTRAL KITCHEN INCORPORATED
1342 FLORIDA AVE NWWASHINGTONDC200094808NONEPCCOVID-19 FOOD RELIEF PROJECT (PANDEMIC EMERGENCY FUND)$25,000
YOSEMITE CONSERVANCY
101 MONTGOMERY STREET SUITE 1700SAN FRANCISCOCA94104NONEPCCAMPAIGN FOR BRIDALVEIL FALL$2,000
YOUTH TENNIS ADVANTAGE
1717 POWELL STREET SUITE 100SAN FRANCISCOCA94133NONEPCGERNERAL OPERATING SUPPORT RE: FOR THE KIDS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,855,750TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107NONEPCFOOD FOR TODAY, BUILDING FOR TOMORROW BUILDING EXPANSION PROJECT$300,000
TOWN OF ATHERTON
150 WATKINS AVEATHERTONCA94027NONEGOVATHERTON TOWN CENTER PROJECT$180,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401BERKELEYCA94704NONEPCBERKELEY HAAS ENTREPRENEURSHIP HUB$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$630,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,914,711ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$73,974UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$37,928ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,991,494ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$73,974UnrelatedBusinessTaxblIncmAmt
Exclusion$7,944,133ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,018,107TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$93,749Amt
Net Investment Income$44,875NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$46,874DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (32 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
APERIOFMV$52,796,719$52,796,719
CAPITAL GUARDIAN JEGFMV$7,168,132$7,168,132
CAPITAL GUARDIAN JRGFMV$7,202,778$7,202,778
CAPITAL GUARDIAN MAINFMV$28,954,561$28,954,561
CAPITAL GUARDIAN MWGFMV$7,167,775$7,167,775
DODGE & COX GLOBAL STOCKFMV$17,162,811$17,162,811
JP MORGAN DIGITAL GROWTHFMV$347,790$347,790
JW CHILDS EQUITY PARTNERS IIIFMV$561$561
KHOSLA VENTURE PARTNERSFMV$2,217,523$2,217,523
LEGACY VENTURE V, LLCFMV$2,404,155$2,404,155
OZ OVERSEAS FUNDFMV$10,092,784$10,092,784
SCHWAB FUNDING EQUITIESFMV$41,317,692$41,317,692
SCHWAB FUNDING FIXED INCOMEFMV$47,936,643$47,936,643
SCHWAB FUNDING MONEY MARKETFMV$2,839,549$2,839,549
SCHWAB JEGFMV$12,473,106$12,473,106
SCHWAB JRGFMV$12,264,684$12,264,684
SCHWAB MWGFMV$12,449,153$12,449,153
STEVENSON STREETFMV$36,881$36,881
TWO SIGMAFMV$5,665,891$5,665,891
U.S. VENTURE PARTNERSFMV$112,236$112,236
VANTAGE POINTFMV$73,523$73,523
BRIDGE PARTNERS FUND IIFMV$292,974$292,974
CARMEL PARTNERS VIIFMV$44,187$44,187
SUSTAINABLE ASSET FUND IIFMV$1,013,385$1,013,385
VISTA EQUITY PARTNERSFMV$1,014,956$1,014,956
DIVCOWEST FUND VI-AFMV$38,512$38,512
FTV VIFMV$975,346$975,346
GOLDEN GATE CAPITAL OPP FUNDFMV$1,742,358$1,742,358
RRG SUSTAINABLE WATER IMPACT FUNDFMV$147,845$147,845
AMERICAN SECURITIES PARTNERS VIIIFMV$329,718$329,718
APERIOD REITFMV$12,024,677$12,024,677
GENERATE CAPITALFMV$2,549,727$2,549,727

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$15,080LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$15,080DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSIT$16,805$16,805$16,805
PREPAID TAXES$485,742$485,742$485,742

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMUNICATION$15,559$0$0$15,559
COMPUTER/EQUIPMENT/MAINTENANCE$43,704$0$0$43,704
EDUCATION EXPENSE$673$0$0$673
INSURANCE$112,438$1,863$0$110,575
INVESTMENT FEES$906,990$863,250$0$0
SUPPLIES AND OTHER$13,955$0$0$13,955
OTHER DEDUCTIONS - K-1$0$226,304$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$111,902RevenueAndExpensesPerBooksAmt
Net Investment Income$34,964NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$28,214,656Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
AMOUNTS DUE ON PURCHASE OF INVESTMENTS$14,037$647,078
DEFERRED RENT$22,800$45,194
DEFERRED FEDERAL EXCISE TAX$640,000$1,021,000
TENANT IMPROVEMENT ALLOWANCE$32,275$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryHR AND OTHER CONSULTINGCategoryTxt
Amt$52,951Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$52,951DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE AND UBTI TAX - FEDERAL$429,407$0$0$0
UBTI TAX - STATE$23,255$0$0$10
PAYROLL TAX$42,477$899$0$41,578
FOREIGN TAX$0$108,253$0$0