TARA HEALTH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TARA HEALTH FOUNDATION (EIN 46-5645300)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-28
- IRS object ID
- 202123019349100327
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-28T10:48:23-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 | 465645300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARA HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TARA | BusinessNameControlTxt |
| Phone | 4155479025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 KEARNY STREET NO 600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH SHABER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155479025 | PhoneNum |
| Signature | 2021-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUTH | PersonFirstNm |
| Person Last | SHABER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN VALLADAO | PreparerPersonNm |
| PTIN | P00534214 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2021-10-27 | PreparationDt |
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 | $79,281,070 | 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 |
| Dividends Rev And Expnss | $1,460,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,460,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $615,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,239,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,681 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,076,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,609,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $919,664 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $779,487 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,567 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $33 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $309 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,151,557 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $904,320 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $219,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $79,150 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $67,086 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,647 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,647 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $474,017 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $411,643 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,666 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,003,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $411,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,911,548 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,730,679 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,694,673 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,733,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $411,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,606,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,657,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,197,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $738,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $738,797 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $22,051 | AcctRcvblAmt |
| Acct Rcvbl BOY | $100,461 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $22,051 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $22,051 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,850,932 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,505,853 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,850,932 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,850,932 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,955 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $34,973 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $34,973 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $72,148,841 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $73,475,117 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,475,117 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,272 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $11,272 | LandBOYAmt |
| Land EOY | $11,272 | LandEOYAmt |
| Land EOYFMV | $11,272 | LandEOYFMVAmt |
| Other Assets BOY | $169,168 | OtherAssetsBOYAmt |
| Other Assets EOY | $147,928 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $147,928 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,960,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,281,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,281,070 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $73,109 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $151,511 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,615,848 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,651,854 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $115,677 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $312,101 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,804,634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,115,466 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $71,155,950 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,165,604 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,155,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,165,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,960,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,281,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,155,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,657,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,666,772 | OtherIncreasesAmt |
| Subtotal | $75,165,604 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $75,165,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML #02041 - PUBLICLY TRADED SECURITIES | P | 2019-06-26 | 2020-03-16 | $154,153 | $155,399 | -$1,246 | -$1,246 |
| ML #02041 - PUBLICLY TRADED SECURITIES | P | 2018-03-02 | 2020-07-01 | $2,967,941 | $2,859,727 | $108,214 | $108,214 |
| ML #02041 - PUBLICLY TRADED SECURITIES | P | 2019-09-13 | 2020-07-01 | $5,000 | $5,000 | $0 | $0 |
| ML #02214 - PUBLICLY TRADED SECURITIES | P | 2019-12-09 | 2020-11-17 | $93,759 | $98,518 | -$4,759 | -$4,759 |
| ML #02214 - PUBLICLY TRADED SECURITIES | P | 2018-12-27 | 2020-04-13 | $8,396,193 | $8,637,405 | -$241,212 | -$241,212 |
| ML #02256 - PUBLICLY TRADED SECURITIES | P | 2019-09-05 | 2020-11-18 | $744,561 | $708,909 | $35,652 | $35,652 |
| ML #02256 - PUBLICLY TRADED SECURITIES | P | 2016-07-27 | 2020-11-18 | $2,395,885 | $2,158,642 | $237,243 | $237,243 |
| NEW WAVE US IMPACT FUND I | P | 2019-12-31 | 2020-12-31 | $14,789 | $14,789 | $14,789 | |
| ML CAPITAL GAIN DISTRIBUTIONS | P | 2019-12-31 | 2020-12-31 | $467,249 | $467,249 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,681 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,651 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,651 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,003 | OverpaymentAmt |
| Applied To ES Tax | $19,003 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | HTTP://WWW.TARAHEALTHFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | FAMILY PHILANTHROPY ADVISORS | IndividualWithBooksNm |
| Phone | 6123778400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 OLIVER AVENUE SOUTH | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RUTH SHABER | ||||||||
| C/O 1818 OLIVER AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | PRESIDENT | 40.00 | $20,786 | $0 | $0 |
| RIVKA GORDON | ||||||||
| C/O 1818 OLIVER AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | SECRETARY | 4.00 | $35,000 | $0 | $295 |
| EMIKO HIGASHI | ||||||||
| C/O 1818 OLIVER AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | TREASURER | 4.00 | $35,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ELISE K BELUSA | ||||||||
| 47 KERNEY STREET 600 | SAN FRANCISCO | CA | 94108 | STRATEGY OFFICER | 40.00 | $181,514 | $0 | $0 |
| JENNIFER STARK | ||||||||
| 47 KERNEY STREET 600 | SAN FRANCISCO | CA | 94108 | EMPLOYEE | 40.00 | $179,302 | $0 | $0 |
| TENESHA DUNCAN | ||||||||
| 47 KERNEY STREET 600 | SAN FRANCISCO | CA | 94108 | EMPLOYEE | 40.00 | $173,142 | $0 | $0 |
| CHING JING KUO | ||||||||
| 47 KERNEY STREET 600 | SAN FRANCISCO | CA | 94108 | EMPLOYEE | 40.00 | $163,000 | $0 | $0 |
| TIMOTHY LOUI | ||||||||
| 47 KERNEY STREET 600 | SAN FRANCISCO | CA | 94108 | EMPLOYEE | 40.00 | $92,333 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALABAMA WOMEN'S WELLNESS CETNER, P.C. - PROGRAM RELATED INVESTMENT TO PROVIDE WOMEN'S HEALTHCARE | Description1Txt |
| Expenses1 | $600,000 | Expenses1Amt |
| Description2 | CONSULTANTS IN OBSTETRIC AND GYNECOLOGIC ULTRASONOGRAPHY AND SURGERY, PLLC (DBA DUPONT CLINIC) - PROGRAM RELATED INVESTMENT TO PROVIDE WOMEN'S HEALTHCARE | Description2Txt |
| Expenses2 | $500,000 | Expenses2Amt |
| Total | $1,100,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,038,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,298,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,337,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,337,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,085,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,252,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,562,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,562,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,648 | TotalTaxAmt |
| Distributable Before Adj | $3,545,965 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,545,965 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,545,965 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,606,221 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,100,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,706,221 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,706,221 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,545,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $897,463 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,198,128 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,759,582 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,973,047 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,281,851 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,110,071 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,706,221 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,545,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,160,256 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,270,327 | 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 | $897,463 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,372,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,198,128 | ExcessFromYear4Amt |
| Excess From Year3 | $1,759,582 | ExcessFromYear3Amt |
| Excess From Year2 | $3,973,047 | ExcessFromYear2Amt |
| Excess From Year1 | $5,281,851 | ExcessFromYear1Amt |
| Excess From Current Year | $6,160,256 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH SHABER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 9TO5 NATL ASSOC OF WORKING WOMEN | |||||||||||
| 501 PULLIAM STREET SW 344 | ATLANTA | GA | 30312 | NONE | 501(C)(3) | RAPID RESPONSE FAMILY FUND | $50,000 | ||||
| 9TO5 NATL ASSOC OF WORKING WOMEN | |||||||||||
| 501 PULLIAM STREET SW 344 | ATLANTA | GA | 30312 | NONE | 501(C)(3) | GENERAL OPERATING | $100,000 | ||||
| ABORTION CARE NETWORK (ACN) | |||||||||||
| PO BOX 16323 | MINNEAPOLIS | MN | 55416 | NONE | 501(C)(3) | EXPANSION OF STRATEGIC AND ORGANIZATIONAL CAPACITY | $100,000 | ||||
| ACCESS REPRODUCTIVE CARE | |||||||||||
| PO BOX 7354 | ATLANTA | GA | 30357 | NONE | 501(C)(3) | GENERAL OPERATING | $30,000 | ||||
| AMERICAN CIVIL LIBERTIES UNION | |||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | VOTER RIGHTS | $4,000 | ||||
| ACTA NON VERBA | |||||||||||
| 1001 83RD AVE MAILBOX 1 | OAKLAND | CA | 94621 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 | ||||
| AMERICAN CIVIL LIBERTIES UNION | |||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | REPRODUCTIVE FREEDOM PROJECT | $10,000 | ||||
| AMERICAN CIVIL LIBERTIES UNION | |||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CORPORATE ENGAGEMENT RECOGNITION | $40,000 | ||||
| AS YOU SOW | |||||||||||
| 1611 TELEGRAPH AVE SUITE 1450 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | GENDER EQUALITY FUND PROJECT | $300,000 | ||||
| ASIAN AMERICAN JOURNALISTS ASSOCIATION | |||||||||||
| 5 THIRD STREET SUITE 1108 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | GENERAL OPERATING | $1,000 | ||||
| BUSINESS FOR SOCIAL RESPONSIBILITY (BSR) | |||||||||||
| 220 MONTGOMERY STREET 17TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | PROGRAM SUPPORT | $70,000 | ||||
| CALIFORNIA BREASTFEEDING COALITION | |||||||||||
| 510 BEAUMONT AVE | PACIFIC GROVE | CA | 93950 | NONE | 501(C)(3) | RAPID RESPONSE FUND | $75,000 | ||||
| CALIFORNIA BREASTFEEDING COLAITION | |||||||||||
| 510 BEAUMONT AVE | PACIFIC GROVE | CA | 93950 | NONE | 501(C)(3) | GENERAL OPERATIONS | $50,000 | ||||
| CAMBRIDGE REPRODUCTIVE HEALTH CONSULTANTS (CRHC) | |||||||||||
| 1770 MASSACHUSETTS AVENUE SUITE 181 | CAMBRIDGE | MA | 02140 | NONE | 501(C)(3) | RESEARCH | $40,000 | ||||
| CARY CHRISTIAN CENTER | |||||||||||
| 154 COTTONWOOD STREET | CARY | MS | 39054 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 | ||||
| CENTER FOR YOUTH WELLNESS | |||||||||||
| 3450 3RD STREET 201 | SAN FRANCISCO | CA | 94124 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 | ||||
| CHINESE PROGRESSIVE ASSOCIATION | |||||||||||
| 1042 GRANT AVENUE SUITE 5 | SAN FRANCISCO | CA | 94133 | NONE | 501(C)(3) | BLACK FUTURES LAB | $15,000 | ||||
| COLOR | |||||||||||
| PO BOX 40991 | DENVER | CO | 80204 | NONE | 501(C)(3) | PROGRAM SUPPORT | $30,000 | ||||
| COMMUNITY CATALYST | |||||||||||
| 475 RIVERSIDE DRIVE SUITE 1600 | NEW YORK CITY | NY | 10115 | NONE | 501(C)(3) | PROGRAM SUPPORT | $125,000 | ||||
| COMMUNITY CATALYST | |||||||||||
| 475 RIVERSIDE DRIVE SUITE 1600 | NEW YORK CITY | NY | 10115 | NONE | 501(C)(3) | PROGRAM SUPPORT | $25,000 | ||||
| COMMUNITY VENTURES | |||||||||||
| 4388 LORREN DRIVE | FREMONT | CA | 94536 | NONE | 501(C)(3) | WE ARE ENOUGH | $50,000 | ||||
| DIVERSITY UPLIFTS | |||||||||||
| 6371 HAVEN AVE SUITE 3 BOX 265 | RANCHO CUCAMONGA | CA | 91737 | NONE | 501(C)(3) | DOULA CARE | $19,000 | ||||
| DIVERSITY UPLIFTS | |||||||||||
| 6371 HAVEN AVE SUITE 3 BOX 265 | RANCHO CUCAMONGA | CA | 91737 | NONE | 501(C)(3) | DOULA CARE | $25,000 | ||||
| EARTH JUSTICE | |||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 | ||||
| EQUAL RIGHTS ADVOCATES | |||||||||||
| 1170 MARKET STREET SUITE 700 | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 | ||||
| GRAB YOUR WALLET | |||||||||||
| PO BOX 892 | STINSON BEACH | CA | 94970 | NONE | 501(C)(3) | FORCE THE ISSUE CAMPAIGN | $65,000 | ||||
| GROUNDSWELL FUND | |||||||||||
| PO BOX 71642 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | RAPID RESPONSE FUND | $150,000 | ||||
| GYNUITY HEALTH PROJECTS | |||||||||||
| 220 EAST 42ND STREET 710 | NEW YORK | NY | 10017 | NONE | 501(C)(3) | TELEABORTION STUDY | $175,000 | ||||
| GYNUITY HEALTH PROJECTS | |||||||||||
| 220 EAST 42ND STREET 710 | NEW YORK | NY | 10017 | NONE | 501(C)(3) | TELEABORTION STUDY | $50,000 | ||||
| HIGHLANDER RESEARCH AND EDUCATION CENTER | |||||||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | NONE | 501(C)(3) | NATIONAL BAIL OUT | $50,000 | ||||
| HIGHLANDER RESEARCH AND EDUCATION CENTER | |||||||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | NONE | 501(C)(3) | PEOPLE'S ADVOCACY INSTITUTE | $75,000 | ||||
| HOPEWELL FUND | |||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | CONTRACEPTIVE ACCESS INITIATIVE | $75,000 | ||||
| HOPEWELL FUND | |||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | RESOURCES FOR ABORTION DELIVERY | $200,000 | ||||
| HOPEWELL FUND | |||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | EQUITY FORWARD | $500 | ||||
| INSTITUTE FOR WOMEN'S POLICY RESEARCH | |||||||||||
| 1200 18TH STREET NW SUITE 301 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | CENTER FOR THE ECONOMICS OF REPRODUCTIVE HEALTH | $50,000 | ||||
| IPAS | |||||||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | NONE | 501(C)(3) | GENERAL OPERATING | $75,000 | ||||
| JOBS WITH JUSTICE | |||||||||||
| 1226 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | WORKER SOLIDARITY FUND AND GENERAL OPERATIONS | $175,000 | ||||
| HEALTH INITIATIVE INC | |||||||||||
| 225 FRANKLIN STREET | BOSTON | MA | 02110 | NONE | 501(C)(3) | GENERAL OPERATING | $35,000 | ||||
| KNIGHTS AND ORCHIDS SOCIETY | |||||||||||
| 108 BROAD STREET | SELMA | AL | 36701 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 | ||||
| MCE SOCIAL CAPITAL - VENDOR | |||||||||||
| 5758 GEARY BLVD 261 | SAN FRANCISCO | CA | 94121 | NONE | 501(C)(3) | LOAN GUARANTEE | $1,490 | ||||
| MIDWEST ACCESS COALITION | |||||||||||
| PO BOX 408363 | CHICAGO | IL | 60640 | NONE | 501(C)(3) | GENERAL OPERATIONS | $20,000 | ||||
| MISSISSIPPI URBAN LEAGUE | |||||||||||
| 2548 LIVINGSTON ROAD | JACKSON | MS | 39213 | NONE | 501(C)(3) | GENERAL OPERATIONS | $50,000 | ||||
| MONTANA HUMAN RIGHTS NETWORK | |||||||||||
| PO BOX 1509 | HELENA | MT | 59624 | NONE | 501(C)(3) | HUMAN RIGHTS HEALTH SERVICES PROJECT | $5,000 | ||||
| MOVEMENT STRATEGY CENTER | |||||||||||
| 436 14TH STREET 5TH FLOOR | OAKLAND | CA | 94612 | NONE | 501(C)(3) | LIVABLE WAGE CAMPAIGN | $45,000 | ||||
| NAF | |||||||||||
| 1090 VERMONT AVE NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | CAPACITY BUILDING | $50,000 | ||||
| NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE HEALTH | |||||||||||
| 50 BROAD STREET SUITE 1937 | NEW YORK | NY | 10004 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 | ||||
| NATIONAL PARTNERSHIP FOR WOMEN AND FAMILIES (NPWF) | |||||||||||
| 1875 CONNECTICUT AVE NW SUITE 650 | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | BUSINESS WORKING GROUP FOR GENDER EQUITY | $100,000 | ||||
| NEIGHBORHOOD FUNDERS GROUP | |||||||||||
| 300 FRANK H OGAWA PLAZA SUITE 700 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | LABOR INNOVATIONS FOR THE 21ST CENTURY (LIFT) FUND | $75,000 | ||||
| NEO PHILANTHROPY | |||||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | PATIENT FORWARD | $165,000 | ||||
| NEO PHILANTHROPY | |||||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | WE TESTIFY | $75,000 | ||||
| NORTHWEST ABORTION ACCESS FUND | |||||||||||
| PO BOX 10894 | EUGENE | OR | 97440 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 | ||||
| ONE FAIR WAGE | |||||||||||
| 3518 S EDMUNDS STREET | SEATTLE | WA | 98118 | NONE | 501(C)(3) | EMERGENCY CORONAVIRUS TIPPED AND SERVICE WORKER SUPPORT FUND | $50,000 | ||||
| ONE FAIR WAGE | |||||||||||
| 3518 S EDMUNDS ST | SEATTLE | WA | 98118 | NONE | 501(C)(3) | LIVABLE WAGE CAMPAIGN | $93,000 | ||||
| ONEVOICE MISSISSIPPI | |||||||||||
| 1072 JOHN R LYNCH ST | JACKSON | MS | 39203 | NONE | 501(C)(3) | GENERAL OPERATING | $2,000 | ||||
| PAID LEAVE FOR THE US | |||||||||||
| PO BOX 411075 | SAN FRANCISCO | CA | 94141 | NONE | 501(C)(3) | PROGRAM SUPPORT | $65,000 | ||||
| PARTNERSHIP FOR SOUTHERN EQUITY | |||||||||||
| 55 IVAN ALLEN JR BLVD NORTHWEST | ATLANTA | GA | 30308 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 | SUITE 350 | |||
| PLANNED PARENTHOOD FEDERATION OF AMERICA (PPFA) | |||||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | CENTER FOR OUTCOMES RESEARCH AND EDUCATION | $300,000 | ||||
| PLANTING JUSTICE | |||||||||||
| 319 105TH AVENUE | OAKLAND | CA | 94603 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 | ||||
| RESIST INC | |||||||||||
| PO BOX 301240 | BOSTON | MA | 02130 | NONE | 501(C)(3) | IN SUPPORT OF THE BIRTH CENTER EQUITY FUND | $100,000 | ||||
| RESIST INC | |||||||||||
| PO BOX 301240 | BOSTON | MA | 02130 | NONE | 501(C)(3) | FISCAL SPONSOR OF BIRTH CENTER EQUITY FUND | $100,000 | ||||
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | |||||||||||
| 47 KEARNY STREET 600 | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) | INFRASTRUCTURE SUPPORT | $1,000,000 | ||||
| SAN FRANCISCO FOUNDATION | |||||||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | COVID RELIEF FUND | $30,000 | ||||
| SHADES OF BLUE PROJECT INTERNATIONAL | |||||||||||
| PO BOX 90352 | HOUSTON | TX | 77290 | NONE | 501(C)(3) | CAPACITY BUILDING | $50,000 | ||||
| SISTERSONG | |||||||||||
| 1237 RALPH DAVID ABERNATHY | ATLANTA | GA | 30310 | NONE | 501(C)(3) | GENERAL OPERATING | $50,000 | BOULEVARD | |||
| SOCIETY FOR FAMILY PLANNING | |||||||||||
| 255 S 17TH STREET SUITE 2709 | PHILADELPHIA | PA | 19103 | NONE | 501(C)(3) | ABORTION CLINICAL TRIALS NETWORK | $200,000 | ||||
| SPRINGBOARD TO OPPORTUNITIES | |||||||||||
| 3000 OLD CANTON RD SUITE 470 | JACKSON | MS | 39216 | NONE | 501(C)(3) | FOR MAGNOLIA MOTHER'S TRUST | $36,000 | ||||
| SPRINGBOARD TO OPPORTUNITIES | |||||||||||
| 3000 OLD CANTON RD SUITE 470 | JACKSON | MS | 39216 | NONE | 501(C)(3) | FOR MAGNOLIA MOTHER'S TRUST | $36,000 | ||||
| STITCHING EQUILEAP FOUNDATION | |||||||||||
| NONE | 501(C)(3) | GENERAL OPERATING | $150,000 | WEESPERSTRAAT 61 1018 VN | AMSTERDAM | NL | |||||
| SUSTAINABLE CONVERSATION | |||||||||||
| 98 BATTERY ST 302 SAN FRANCISCO CA | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | GENERAL OPERATING | $11,000 | 94111 | |||
| TEEN HEALTH MISSISSIPPI | |||||||||||
| 125 S CONGRESS ST | JACKSON | MS | 39201 | NONE | 501(C)(3) | GENERAL OPERATING | $2,000 | ||||
| THE BRIGID ALLIANCE | |||||||||||
| PO BOX 58 | NEW YORK | NY | 10024 | NONE | 501(C)(3) | GENERAL OPERATING | $75,000 | ||||
| THE FULLER PROJECT | |||||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | WOMEN'S HEALTH INVESTIGATIVE REPORTING INITIATIVE | $75,000 | ||||
| KNIGHTS & ORCHIDS SOCIETY | |||||||||||
| 108 BROAD STREET | SELMA | AL | 36701 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 | ||||
| THE PHILANTHROPY WORKSHOP | |||||||||||
| 220 MONTGOMERY STREET 1611 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | GENERAL OPERATING | $2,000 | ||||
| THE SOCIETY FOR GIRLS | |||||||||||
| PO BOX 984 | LAUREL | MD | 20725 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 | ||||
| THE WORKERS LAB | |||||||||||
| 1111 BROADWAY | OAKLAND | CA | 94607 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 | ||||
| TIDES FOUNDATION | |||||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | IF / WHEN / HOW: LAWYERING FOR REPRODUCTIVE JUSTICE | $30,000 | ||||
| TIDES FOUNDATION | |||||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | THE LAWYERING PROJECT | $25,000 | ||||
| TONIIC | |||||||||||
| PO BOX 6866 | BEND | OR | 97708 | NONE | 501(C)(3) | GENERAL OPERATING | $33,333 | ||||
| ULTRAVIOLET EDUCATION FUND | |||||||||||
| PO BOX 92592 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | CHOICE CAMPAIGN | $289,000 | ||||
| UNITED FOR RESPECT | |||||||||||
| 3578 GRANT AVENUE 14 | OAKLAND | CA | 94610 | NONE | 501(C)(3) | EMERGENCY SUPPORT AND ACTION PLAN | $150,000 | ||||
| UCSF FOUNDATION | |||||||||||
| 2200 POST STREET | SAN FRANCISCO | CA | 94155 | NONE | 501(C)(3) | RESEARCH | $150,000 | ||||
| UCSF FOUNDATION | |||||||||||
| 2200 POST STREET | SAN FRANCISCO | CA | 94155 | NONE | 501(C)(3) | RESEARCH | $180,000 | ||||
| UNIVERSITY OF NORTH CAROLINA | |||||||||||
| CAMPUS BOX 3302 | CHAPEL HILL | NC | 27599 | NONE | 501(C)(3) | ARTS AND SCIENCES FOUNDATION | $500 | ||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||
| 3733 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | CENTER FOR HIGH IMPACT PHILANTHROPY | $99,000 | ||||
| WE2GETHER | |||||||||||
| 167 NORTH MAIN STREET | DREW | MS | 38737 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 | ||||
| WHOLE WOMAN'S HEALTH ALLIANCE | |||||||||||
| 84012 NORTH I-35 SUITE 1-A | AUSTIN | TX | 78753 | NONE | 501(C)(3) | TEXAS CLINIC STAFF SUPPORT | $100,000 | ||||
| WOMEN'S FOUNDATION OF MISSISSIPPI | |||||||||||
| 2906 NORTH STATE STREET SUITE 302 | JACKSON | MS | 39216 | NONE | 501(C)(3) | GENERAL OPERATING | $50,000 | ||||
| WOMEN'S FOUNDATION OF MISSISSIPPI | |||||||||||
| 2906 NORTH STATE STREET SUITE 302 | JACKSON | MS | 39216 | NONE | 501(C)(3) | RAPID RESPONSE FUND | $40,000 | ||||
| WOMEN'S INSTITUTE FOR SCIENCE EQUITY AND RACE | |||||||||||
| 9291 LAUREL GROVE ROAD SUITE 92 | MECHANICSVILLE | VA | 23116 | NONE | 501(C)(3) | PROGRAM GRANT | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,694,823 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PAID LEAVE FOR THE US | |||||||
| PO BOX 411075 | SAN FRANCISCO | CA | 94141 | NONE | 501(C)(3) | PROGRAM SUPPORT | $65,000 |
| AS YOU SOW | |||||||
| 1611 TELEGRAPH AVE SUITE 1450 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | GENDER EQUALITY FUND PROJECT | $100,000 |
| AS YOU SOW | |||||||
| 1611 TELEGRAPH AVE SUITE 1450 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | GENDER EQUALITY FUND PROJECT | $100,000 |
| SHADES OF BLUE PROJECT INTERNATIONAL | |||||||
| PO BOX 90352 | HOUSTON | TX | 77290 | NONE | 501(C)(3) | CAPACITY BUILDING | $50,000 |
| THE FULLER PROJECT | |||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | WOMEN'S HEALTH INVESTIGATIVE REPORTING INITIATIVE | $75,000 |
| UCSF FOUNDATION | |||||||
| 2200 POST STREET | SAN FRANCISCO | CA | 94155 | NONE | 501(C)(3) | PRIORTY STUDY | $150,000 |
| HOPEWELL FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | MOVEMENT DEFENSE FUND | $60,000 |
| COMMUNITY CATALYST | |||||||
| 475 RIVERSIDE DRIVE SUITE 1600 | NEW YORK CITY | NY | 10115 | NONE | 501(C)(3) | HEALTHCARE QUALITY | $125,000 |
| NEO PHILANTHROPY | |||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | ABORTION CARE | $167,500 |
| NEO PHILANTHROPY | |||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | ABORTION CARE | $167,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,060,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,460,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $615,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,076,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,076,616 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $42,885 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $309 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| GRAB YOUR WALLET ALLIANCE | |||||||||
| 548 MARKET STREET 54110 | SAN FRANCISCO | CA | 94104 | 2020-04-28 | $65,000 | HELP MINIORITIES EXERCISE THEIR ECONOMIC POWER IN WAYS THAT EXPAND OPPORTUNITIES. | $51,850 | N/A | 2/1/2021 |
| ALABAMA WOMEN'S WELLNESS CENTER PC | |||||||||
| 612 MADISON STREET SE | HUNTSVILLE | AL | 35801 | 2020-11-02 | $600,000 | PROGRAM RELATED INVESTMENT TO PROVIDE WOMEN'S HEALTHCARE | $600,000 | N/A | 4/1/2021 |
| CONSULTANTS IN OBSTETRIC AND GYNECOLOGIC ULTRASONOGRAPHY AND SURGERY PLLC | |||||||||
| 1120 19TH STREET NW SUITE 316 | WASHINGTON | DC | 20035 | 2020-03-27 | $500,000 | PROGRAM RELATED INVESTMENT TO PROVIDE WOMEN'S HEALTHCARE | $500,000 | N/A | 5/1/2020 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH - SECURITIES AT FMV | FMV | $69,016,742 | $69,016,742 |
| NEXT WAVE IMPACT FUND I (PRIVATE EQUITY FUND) | FMV | $267,010 | $267,010 |
| PRIVATE FUND INVESTMENTS | FMV | $4,191,365 | $4,191,365 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,567 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $117,973 | $96,733 | $96,733 |
| SECURITY DEPOSIT | $51,195 | $51,195 | $51,195 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $411,643 | $411,643 | $0 |
| BANK FEES | $150 | $0 | $0 |
| BUSINESS REGISTRATION FEES | $25 | $0 | $0 |
| FILING FEES | $131 | $0 | $0 |
| BOOKS, SUBSCRIPTIONS, REFERENCES | $581 | $0 | $0 |
| MEMBERSHIPS | $31,426 | $0 | $31,426 |
| POSTAGE, MAILING SERVICE | $20 | $0 | $17 |
| PRINTING & COPYING | $312 | $0 | $264 |
| SUPPLIES | $10,390 | $0 | $8,806 |
| TELEPHONE & TELECOM | $7,727 | $0 | $6,549 |
| WEBSITE | $80 | $0 | $0 |
| WIRE TRANSFER FEES | $2,790 | $0 | $0 |
| D&O INSURANCE | $4,637 | $0 | $0 |
| WORKERS COMP | $1,892 | $0 | $1,604 |
| RETIREMENT PROCESSING FEE | $869 | $0 | $0 |
| PAYROLL PROCESSING FEE | $1,344 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP FMV ADJUST - UNREALIZED GAIN/LOSS | Desc |
| Amt | $10,666,772 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $115,677 | BOYBookValueAmt |
| EOY Book Value | $312,101 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANTS | $945,447 | $0 | $902,835 |
| FOUNDATION MANAGEMENT | $203,000 | $0 | $1,463 |
| IT SUPPORT | $3,110 | $0 | $22 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $219,568 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |