BOTHIN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BOTHIN FOUNDATION (EIN 94-1196182)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-03
- IRS object ID
- 202122469349100612
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-03T12:17:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941196182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTHIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOTH | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET NO 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYMAN H CASEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155166450 | PhoneNum |
| Signature | 2021-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYMAN | PersonFirstNm |
| Person Last | CASEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LEE | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,576,426 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $176,121 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $176,121 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $726,516 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $726,516 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$353,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,951,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $928 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $928 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $549,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $903,565 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $207 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $612,368 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $226,954 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $341,024 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,894 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,035 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $414 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $621 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $629,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $342,170 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,801,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,801,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,430,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,144,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,881,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $676,047 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108,611 | CashBOYAmt |
| Cash EOY | $74,880 | CashEOYAmt |
| Cash EOYFMV | $74,880 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $505,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $489,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $489,296 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $62,793 | AcctRcvblAmt |
| Acct Rcvbl BOY | $79,779 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $62,793 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $62,793 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,686 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,339 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,339 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $30,788,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,661,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,661,178 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,154,066 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,285,940 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,285,940 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $43,639,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,576,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,576,426 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $44,128 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $46,242 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $120,243 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $178,567 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $164,371 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $224,809 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $43,474,681 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $46,351,617 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,474,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,351,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,639,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,576,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,474,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,881,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,824,723 | OtherIncreasesAmt |
| Subtotal | $46,418,184 | SubtotalAmt |
| Other Decreases | $66,567 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,351,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MARKETABLE SECURITIES | 2020-01-01 | 2020-12-31 | $6,946,977 | $7,305,757 | -$358,780 | -$358,780 | |
| CAPITAL GAINS DIVIDENDS | $4,870 | $4,870 | $4,870 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$353,910 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,397 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,397 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,603 | OverpaymentAmt |
| Applied To ES Tax | $2,603 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BOTHINFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYMAN H CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| KIMBERLY CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| RAVIN AGRAWAL | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 2.00 | $0 | $0 | $0 |
| DEVON LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| LYMAN R CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KATE JOINER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICHOLAS LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| HOLDEN LEE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CAROL PRINCE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | FOUNDATION MANAGEMENT/ACCOUNTING | $415,705 |
| CORNERSTONE CAPITAL INC | |||||
| 200 HOMER AVENUE | PALO ALTO | CA | 94301 | INVESTMENT COUNSELING | $92,151 |
| BAKER STREET ADVISORS LLC | |||||
| 575 MARKET ST 6TH FLOOR | SAN FRANCISCO | CA | 94105 | INVESTMENT COUNSELING | $76,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,304,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $694,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,999,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,999,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $629,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,369,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,068,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,068,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,397 | TotalTaxAmt |
| Distributable Before Adj | $2,059,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,059,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,059,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,144,020 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,144,020 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,144,020 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,059,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $42,197 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $42,197 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,144,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,059,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,953 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,150 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $127,150 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $42,197 | ExcessFromYear2Amt |
| Excess From Current Year | $84,953 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDI POWELL SENIOR PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITYPATH (COMMUNITY GATEPATH) | |||||||
| SOBRATO CENTER FOR NONPROFITS 350 | TWIN DOLPHIN DR SUITE 123 | REDWOOD CITY | CA | 94065 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY TO ENABLE ADULTS WITH DISABILITIES TO PARTICIPATE IN VIRTUAL PROGRAMS | $20,000 |
| ALL STARS HELPING KIDS | |||||||
| 2901 TASMAN DRIVE | SANTA CLARA | CA | 95054 | 501(C)(3) PUBLIC CHA | HONORARIUM FOR PRESENTING AT THE BOARD MEETING | $2,500 | |
| ALTERNATIVE FAMILY SERVICES | |||||||
| 401 ROLAND WAY 120 | OAKLAND | CA | 94621 | 501(C)(3) PUBLIC CHA | PURCHASE EMERGENCY SANITATION EQUIPMENT TO ENABLE IN-PERSON VISITS BETWEEN FOSTER YOUTH AND THEIR FAMILIES | $40,000 | |
| ART ESCAPE | |||||||
| 17474 HIGHWAY 12 | SONOMA | CA | 95476 | 501(C)(3) PUBLIC CHA | IMPROVEMENTS TO MOBILE ART EDUCATION STUDIO | $5,000 | |
| BAY AREA COMMUNITY LAW FOUNDATION | |||||||
| 558 CAPP STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | MAKE EXTERIOR REPAIRS TO ITS BUILDING AND TO MAKE ACCESSIBILITY UPGRADES | $10,000 | |
| BAY AREA VIDEO COALITION INC (BAVC) | |||||||
| 2727 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | PURCHASE CAMERAS AND POST-PRODUCTION WORKSTATIONS | $25,000 | |
| BOYS & GIRLS CLUB OF THE COASTSIDE | |||||||
| PO BOX 545 660 CHURCH STREET | HALF MOON BAY | CA | 94019 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT | $15,000 | |
| BOYS & GIRLS CLUBS OF GREATER SANTA ROSA INC | |||||||
| PO BOX 2392 | SANTA ROSA | CA | 95405 | 501(C)(3) PUBLIC CHA | PURCHASE MOBILE DEVICES AND IMPROVE WIFI AT CLUBHOUSE IN SANTA ROSA | $15,300 | |
| BOYS & GIRLS CLUBS OF SAN FRANCISCO | |||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT | $28,000 | |
| BOYS HOPE GIRLS HOPE | |||||||
| PO BOX 642852 | SAN FRANCISCO | CA | 94164 | 501(C)(3) PUBLIC CHA | INCREASING AVAILABLE DEVICES FOR SCHOLARS FOR DISTANCE LEARNING | $7,500 | |
| BREAKTHROUGH SAN FRANCISO AT SAN FRANCISCO DAY SCHOOL | |||||||
| 350 MASONIC AVENUE | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | DIGITAL LEARNING DEVICES FOR SAN FRANCISCO YOUTH | $10,000 | |
| CALIFORNIA INSTITUTE OF INTEGRAL STUDIES | |||||||
| 1453 MISSION STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY TO ENABLE TELEHEALTH AND SAFETY EQUIPMENT FOR IN-PERSON HEALTHCARE | $20,000 | |
| CAMINAR | |||||||
| 2600 SO EL CAMINO REAL SUITE 200 | SAN MATEO | CA | 94403 | 501(C)(3) PUBLIC CHA | EMERGENCY GRANT FOR PPE | $8,550 | |
| CAMINAR | |||||||
| 2600 SO EL CAMINO REAL SUITE 200 | SAN MATEO | CA | 94403 | 501(C)(3) PUBLIC CHA | PURCHASE LAPTOPS TO PROVIDE TELEHEALTH SERVICES | $20,000 | |
| CAMPING UNLIMITED FOR THE DEVELOPMENTALLY DISABLED | |||||||
| CAMP KREM 102 BROOK LANE | BOULDER CREEK | CA | 95006 | 501(C)(3) PUBLIC CHA | AMENDED: REPAIR ACCESS ROAD | $25,000 | |
| CEDARS OF MARIN | |||||||
| PO BOX 947 | ROSS | CA | 94957 | 501(C)(3) PUBLIC CHA | INSTALL EMERGENCY SPRINKLER SYSTEM FOR TEXTILE ARTS BUILDING | $24,800 | |
| CHILDRENS COUNCIL OF SAN FRANCISCO | |||||||
| 445 CHURCH STREET | SAN FRANCISCO | CA | 94114 | 501(C)(3) PUBLIC CHA | BUILD A PLAY LAB THAT WILL ENRICH THE LIVES OF CHILDREN FROM UNDERSERVED COMMUNITIES | $46,000 | |
| CHILDRENS COUNCIL OF SAN FRANCISCO | |||||||
| 445 CHURCH STREET | SAN FRANCISCO | CA | 94114 | 501(C)(3) PUBLIC CHA | HARDWARE TO SUPPORT STAFF AND DATABASE UPGRADE | $9,700 | |
| CHINESE HOSPITAL ASSOCIATION | |||||||
| 845 JACKSON ST | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | TO PURCHASE AND INSTALL A NEW FREEZER | $9,600 | |
| CITY GRAZING | |||||||
| PO BOX 882853 | SAN FRANCISCO | CA | 94188 | 501(C)(3) PUBLIC CHA | PURCHASE A USED TRUCK TO TRANSPORT ANIMALS AND SUPPLIES TO WORK SITES | $16,600 | |
| CITY SURF PROJECT | |||||||
| 1633 VALENCIA ST | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | PURCHASE VAN TO TRANSPORT YOUTH FOR PHYSICAL EDUCATION SURF PROGRAMS | $30,000 | |
| COASTSIDE CHILDREN'S PROGRAMS | |||||||
| 225 CABRILLO HWY S 208D | HALF MOON BAY | CA | 94019 | 501(C)(3) PUBLIC CHA | MAKE SAFETY IMPROVEMENTS TO CHILDCARE CLASSROOMS | $30,000 | |
| COMMITTEE ON THE SHELTERLESS | |||||||
| PO BOX 2744 | PETALUMA | CA | 94953 | 501(C)(3) PUBLIC CHA | PURCHASE USED VAN FOR EMERGENCY FAMILY SHELTER | $18,000 | |
| COMMUNITY AWARENESS RESOURCES ENTITY (CARE) | |||||||
| 107 DAKOTA ST | SAN FRANCISCO | CA | 94107 | 501(C)(3) PUBLIC CHA | PURCHASE A VAN TO PROVIDE TRANSPORTATION FOR POTRERO HILL COMMUNITY RESIDENTS | $30,600 | |
| COMMUNITY INSTITUTE FOR PSYCHOTHERAPY | |||||||
| 1330 LINCOLN AVENUE 201 | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | CIP TELE-HEALTH INFRASTRUCTURE PROJECT | $7,500 | |
| CURIODYSSEY | |||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | BUILD INCLUSIVE PLAY AREA FOR CHILDREN WITH DISABILITIES | $25,000 | |
| DANCE PALACE | |||||||
| PO BOX 217 503 B STREET | POINT REYES STATION | CA | 94956 | 501(C)(3) PUBLIC CHA | RENEW THE FACILITY TO SUSTAIN OUR COMMUNITY | $7,500 | |
| DEV MISSION | |||||||
| PO BOX 411227 | SAN FRANCISCO | CA | 94141 | 501(C)(3) PUBLIC CHA | UPGRADE TECHNOLOGY FOR STEM BOOTCAMP FOR YOUNG ADULTS FROM UNDERSERVED COMMUNITIES | $30,000 | |
| ENRICHING LIVES THROUGH MUSIC | |||||||
| 2955 KERNER BLVD SUITE B | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | PURCHASE INSTRUMENTS FOR MUSIC PROGRAM | $25,000 | |
| FAMILY CONNECTIONS CENTERS | |||||||
| 2565 SAN BRUNO AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | UPGRADE TECHNOLOGY FOR AFTER-SCHOOL AND SUMMER EDUCATION PROGRAMS | $34,900 | |
| FORWORDS INC | |||||||
| 361 THIRD STREET SUITE I | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | TO SUPPORT TECHNOLOGY NEEDS FOR THE SUMMER PROGRAM | $5,000 | |
| FRIENDS OF ST FRANCIS CHILDCARE CENTER INC | |||||||
| 50 BELCHER STREET | SAN FRANCISCO | CA | 94114 | 501(C)(3) PUBLIC CHA | RENOVATE THE PRESCHOOL SPACE AND EXPAND INTO THE MAIN CHURCH SANCTUARY TO ALLOW MORE STUDENTS TO SAFELY RETURN TO PRESCHOOL | $40,000 | |
| FRIENDS OF THE CHILDREN - SF BAY AREA | |||||||
| 111 QUINT STREET | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | RENOVATING PROGRAM SPACE TO ALLOW MENTORS AND STUDENTS TO SAFELY MEET IN PERSON | $43,400 | |
| GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER INC | |||||||
| 1320 COMMERCE STREET STE A | PETALUMA | CA | 94954 | 501(C)(3) PUBLIC CHA | PURCHASE NEW COMPUTERS AND TECHNOLOGY | $5,500 | |
| GOOD SAMARITAN FAMILY RESOURCE CENTER | |||||||
| 1294 POTRERO AVE | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL AIR COOLING AND FILTRATION SYSTEM | $40,000 | |
| GOODWILL INDUSTRIES OF SAN FRANCISCO SAN MATEO AND MARIN COUNTIES | |||||||
| 750 POST STREET | SAN FRANCISCO | CA | 94109 | 501(C)(3) PUBLIC CHA | PURCHASE A PACKING MACHINE FOR THE AGENCYS ONLINE SALES DIVISION | $25,000 | |
| GROCERIES FOR SENIORS | |||||||
| OLD ST MARYS CATHEDRAL 660 | CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | PURCHASE NEW REFRIGERATOR AND FREEZER | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 500 WASHINGTON STREET SUITE 250 | SAN FRANCISCO | CA | 94941 | 501(C)(3) PUBLIC CHA | UPGRADE TECHNOLOGY TO SUPPORT ORGANIZATIONAL GROWTH | $39,500 | |
| HAMILTON FAMILIES | |||||||
| 273 9TH STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE VEHICLE TO TRANSPORT HOMELESS FAMILIES TO AND FROM HOUSING APPOINTMENTS | $16,000 | |
| HEALTHRIGHT 360 | |||||||
| 1563 MISSION STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | FOR MEDICAL GRADE HEPA FILTERS FOR THE DENTAL CLINIC | $10,000 | |
| HOMELESS CHILDRENS NETWORK | |||||||
| 3450 3RD STREET UNIT 1C | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | PURCHASE FURNISHINGS FOR SATELLITE FAMILY RESOURCE CENTER IN THE WESTERN ADDITION | $20,800 | |
| HOMEWARD BOUND OF MARIN | |||||||
| 1385 N HAMILTON PARKWAY | NOVATO | CA | 94949 | 501(C)(3) PUBLIC CHA | CREATE A GENDER-NEUTRAL BATHROOM AT THE NEW BEGINNINGS CENTER SHELTER IN NOVATO | $50,000 | |
| HOPE SERVICES | |||||||
| 30 LAS COLINAS LANE | SAN JOSE | CA | 95119 | 501(C)(3) PUBLIC CHA | PURCHASE A VEHICLE TO TRANSPORT PROGRAM PARTICIPANTS WHO LIVE IN THE HALF MOON BAY AREA | $20,000 | |
| HUCKLEBERRY YOUTH PROGRAMS INC | |||||||
| 3450 GEARY BLVD SUITE 107 | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | RESTORE KITCHEN AT HUCKLEBERRY HOUSE YOUTH SHELTER IN SAN FRANCISCO | $25,000 | |
| JEFFERSON UNION HIGH SCHOOL DISTRICT | |||||||
| 350 90TH ST 3RD FLOOR | DALY CITY | CA | 94015 | 501(C)(3) PUBLIC CHA | HONORARIUM FOR DALY CITY YOUTH CENTER FOR HOSTING BOARD MEETING | $2,500 | |
| LEGAL SERVICES FOR CHILDREN INC | |||||||
| 1254 MARKET STREET 3RD FLOOR | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | PURCHASE LAPTOPS TO PROVIDE LEGAL AND SOCIAL SERVICES TO YOUTH | $30,000 | |
| LITERACY FOR ENVIRONMENTAL JUSTICE | |||||||
| 1150 CARROLL AVE | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | EQUIP THE CANDLESTICK POINT COMMUNITY SPACE | $10,000 | |
| LIVING ROOM CENTER INC | |||||||
| 1207 CLEVELAND AVENUE | SANTA ROSA | CA | 95401 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT | $13,400 | |
| LIVING ROOM CENTER INC | |||||||
| 1207 CLEVELAND AVENUE | SANTA ROSA | CA | 95401 | 501(C)(3) PUBLIC CHA | NEW SHOWER | $6,100 | |
| MARIN COMMUNITY FOUNDATION | |||||||
| 5 HAMILTON LANDING SUITE 200 | NOVATO | CA | 94949 | 501(C)(3) PUBLIC CHA | THE COVID-19 FUND OF MCF (MARIN COMMUNITY FOUNDATION) | $5,000 | |
| MISSION BIT | |||||||
| 101A CLAY ST 121 | SAN FRANCISCO | CA | 94080 | 501(C)(3) PUBLIC CHA | PURCHASE LAPTOPS TO BE USED BY YOUTH FOR CODING CLASSES, WORKSHOPS AND BOOT CAMPS | $20,000 | |
| MOUNT ST JOSEPH - ST ELIZABETH (EPIPHANY CENTER) | |||||||
| 100 MASONIC AVENUE | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | RENOVATE TWO COMMUNAL BATHROOMS FOR RESIDENT CLIENTS | $25,000 | |
| MULTICULTURAL CENTER OF MARIN | |||||||
| 30 N SAN PEDRO RD SUITE 250 | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | PURCHASE VAN FOR YOUTH AND FAMILY ENGAGEMENT PROGRAMS | $34,000 | |
| MUSIC FOR MINORS | |||||||
| 1100 INDUSTRIAL ROAD SUITE 10 | SAN CARLOS | CA | 94070 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY TO ENABLE MUSIC TEACHERS TO DELIVER INSTRUCTION REMOTELY | $20,000 | |
| NORTH BAY CHILDREN'S CENTER | |||||||
| 932 C STREET | NOVATO | CA | 94949 | 501(C)(3) PUBLIC CHA | PURCHASE OF CLASSROOM PARTITIONS | $6,550 | |
| NORTH BEACH CITIZENS | |||||||
| 1034 KEARNY STREET | SAN FRANCISCO | CA | 94133 | 501(C)(3) PUBLIC CHA | RENOVATE SITE TO ALLOW IN-PERSON SERVICES DURING COVID-19 | $25,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | MEMBERSHIP AND GRANT | $1,750 | |
| PENINSULA BRIDGE PROGRAM | |||||||
| 177 BOVET RD SUITE 120 | SAN MATEO | CA | 94402 | 501(C)(3) PUBLIC CHA | TO SUPPORT TECHNOLOGY NEEDS FOR THE SUMMER PROGRAM | $5,000 | |
| PIE RANCH | |||||||
| PO BOX 363 | PESCADERO | CA | 94060 | 501(C)(3) PUBLIC CHA | RESTORE FACILITIES DESTROYED IN WILDFIRES AND MAKE OTHER IMPROVEMENTS AS NEEDED | $30,000 | |
| PRC | |||||||
| 170 9TH STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | REPAIR AND REFURBISH ODYSSEY HOUSE, A PERMANENT SUPPORTIVE HOME FOR ADULTS WITH DISABILITIES | $34,300 | |
| PROJECT AVARY INC | |||||||
| PO BOX 150088 | SAN RAFAEL | CA | 94915 | 501(C)(3) PUBLIC CHA | PURCHASE TENT CABINS FOR ITS YOUTH SUMMER CAMP | $10,000 | |
| RAPHAEL HOUSE OF SAN FRANCISCO INC | |||||||
| 1065 SUTTER STREET | SAN FRANCISCO | CA | 94109 | 501(C)(3) PUBLIC CHA | IMPROVEMENTS TO ITS SHELTER FOR FAMILIES | $10,000 | |
| REBUILDING TOGETHER PENINSULA | |||||||
| 841 KAYNYNE STREET | REDWOOD CITY | CA | 94063 | 501(C)(3) PUBLIC CHA | UPGRADE AND REPLACE PHONE AND VIDEO CONFERENCING SYSTEMS | $10,000 | |
| REDWOOD CITY LIBRARY FOUNDATION | |||||||
| 1044 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | 501(C)(3) PUBLIC CHA | INSTALL NEW MAKERSPACE TO SUPPORT ARTS AND SCIENCES LEARNING AT REDWOOD CITY LIBRARY | $30,000 | |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3990 BRICKWAY BLVD | SANTA ROSA | CA | 95403 | 501(C)(3) PUBLIC CHA | PURCHASE A VEHICLE FOR EXPANSION OF HUNGER RELIEF ACTIVITIES | $35,000 | |
| SAFE & SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | REPAIR AND PAINT SAFE & SOUND FAMILY SUPPORT CENTER EXTERIOR | $30,000 | |
| SAN FRANCISCO PARKS ALLIANCE | |||||||
| 1074 FOLSOM STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | REVITALIZATION OF THE JAPANESE TEA GARDEN | $10,000 | |
| SAN FRANCISCO STUDY CENTER | |||||||
| 1663 MISSION ST STE 504 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE NEW PHONES AND COMPUTERS FOR THE HOUSING RIGHTS COMMITTEE OF SAN FRANCISCO PROJECT | $30,000 | |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | 501(C)(3) PUBLIC CHA | COVID-19 REGIONAL RESPONSE FUND- DESIGNATE SAN MATEO COUNTY | $10,000 | |
| SLIDE RANCH | |||||||
| 2025 SHORELINE HIGHWAY | MUIR BEACH | CA | 94965 | 501(C)(3) PUBLIC CHA | REBUILD ON-SITE WORKSHOP, TOOL SHED, AND GARDEN STORAGE FACILITY | $25,000 | |
| SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF SONOMA COUNTY | |||||||
| 5671 REDWOOD DRIVE | ROHNERT PARK | CA | 94928 | 501(C)(3) PUBLIC CHA | RENOVATE PERMANENT SUPPORTIVE HOUSING UNIT FOR HOMELESS CLIENTS | $49,500 | |
| SONOMA FAMILY MEAL | |||||||
| PO BOX 14522 | SANTA ROSA | CA | 95404 | 501(C)(3) PUBLIC CHA | COVID-19 EMERGENCY RESPONSE GRANT | $5,000 | |
| SONOMA LAND TRUST | |||||||
| 822 FIFTH STREET | SANTA ROSA | CA | 95404 | 501(C)(3) PUBLIC CHA | PURCHASE A USED VAN TO TRANSPORT YOUTH PARTICIPANTS TO AND FROM OUTDOOR PROGRAMS | $32,000 | |
| STANBRIDGE ACADEMY | |||||||
| 515 EAST POPLAR AVENUE | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | RESURFACE AND RECONFIGURE PARKING LOT AT SCHOOL FOR STUDENTS WITH LEARNING DIFFERENCES | $40,000 | |
| STERNE SCHOOL | |||||||
| 838 KEARNY STREET | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY TO FACILITATE REMOTE LEARNING | $20,000 | |
| SUMMER SEARCH | |||||||
| 360 22ND ST SUITE 305 | OAKLAND | CA | 94612 | 501(C)(3) PUBLIC CHA | CHROMEBOOKS AND THINKPADS TO SUPPORT SUMMER SEARCHS GRADUATES | $9,500 | |
| SUNSET DISTRICT COMMUNITY DEVELOPMENT INC | |||||||
| 3918 JUDAH STREET | SAN FRANCISCO | CA | 94122 | 501(C)(3) PUBLIC CHA | BUILD A MOBILE RECORDING STUDIO | $37,000 | |
| TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | 501(C)(3) PUBLIC CHA | BUILD OUT NEW HEADQUARTERS IN AN AFFORDABLE HOUSING DEVELOPMENT FOR THE PODER PROJECT | $25,000 | |
| TIPPING POINT | |||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | 501(C)(3) PUBLIC CHA | TIPPING POINT COMMUNITY COVID-19 EMERGENCY RESPONSE FUND | $10,000 | |
| TRIPS FOR KIDS MARIN | |||||||
| 610 4TH STREET | SAN RAFAEL | CA | 94910 | 501(C)(3) PUBLIC CHA | PURCHASE VAN FOR YOUTH CYCLING PROGRAM | $30,000 | |
| VOLUNTEERS IN MEDICINE - SAN FRANCISCO (CLINIC BY THE BAY) | |||||||
| 4877 MISSION STREET | SAN FRANCISCO | CA | 94112 | 501(C)(3) PUBLIC CHA | RENOVATE HISTORIC BUILDING TO HOUSE COMMUNITY-BASED HEALTH CLINIC | $45,000 | |
| YOUTH IN ARTS | |||||||
| 917 C STREET | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | PURCHASE TECHNOLOGY FOR EDUCATORS TO IMPROVE AND DELIVER REMOTE PROGRAMMING | $15,000 | |
| YOUTH SPEAKS INC | |||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | SUPPORT BUILD-OUT OF NEW SHARED SPACE AT 2060 FOLSOM STREET | $25,000 | |
| YOUTH TRANSPORTATION ORGANIZATION | |||||||
| 57 DOMINICAN DR | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | PURCHASE INITIAL VAN FOR COMMUNITY VAN SHARE PILOT PROGRAM | $48,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,801,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,121 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $726,516 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $928 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$353,910 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $549,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $549,655 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & US TREASURIES | BondNm |
| EOY Book Value | $12,285,940 | EOYBookValueAmt |
| EOYFMV | $12,285,940 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $33,661,178 | EOYBookValueAmt |
| EOYFMV | $33,661,178 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $207 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED LIABILITY | Desc |
| Amt | $66,567 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $752 | $150 | $525 |
| INSURANCE | $3,769 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $928 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $928 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $928 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $4,824,723 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $112,000 | $178,567 |
| FEDERAL EXCISE TAX PAYABLE | $8,243 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $28,200 | $16,920 | $8,460 |
| BANK AND CUSTODY FEES | $53 | $53 | $0 |
| INVESTMENT MANAGER FEES | $168,410 | $168,410 | $0 |
| FOUNDATION MANAGEMENT FEES | $415,705 | $41,571 | $332,564 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $10,734 | $0 | $0 |
| OTHER TAXES | $160 | $0 | $0 |