2021-11-04T15:56:01-05:00 2020-12-31 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-01-01 465476017 THE BATTERY FOUNDATION BATT 4158969200 400 PACIFIC AVENUE SAN FRANCISCO CA 94133 SUZAN CANLI SECRETARY 4158969200 2021-11-04 1 SUZAN CANLI 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z BATTERY POWERED COLLEEN GREGERSON 400 PACIFIC AVENUE SAN FRANCISCO CA 94133 3354019 0 X WWW.THEBATTERYSF.COM/BATTERYPOWERED X 2014 CA TO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES. 6 6 3 8 0 0 4452182 3325657 0 0 72398 28362 0 0 4524580 3354019 4117457 3477324 0 0 499906 514114 0 0 134983 121233 125973 4738596 4117411 -214016 -763392 2883651 2318114 1306880 1504735 1576771 813379 TO INCREASE CHARITABLE GIVING BY CONNECTING PHILANTHROPISTS TO NONPROFIT ORGANIZATIONS AND CAUSES THAT ARE TACKLING SOME OF SOCIETY'S TOUGHEST CHALLENGES. 0 0 3837621 3477324 0 IN 2020, OUR MEMBERSHIP DECREASED IN SIZE DUE TO CLOSURE OF THE BATTERY CLUB AND MEMBERS PUTTING THEIR MEMBERSHIP WITH THE BATTERY ON PAUSE BECAUSE OF THE COVID-19 PANDEMIC. AS OUR DONORS ARE MEMBERS OF THE BATTERY, THAT ALSO CAUSED A REDUCTION IN DONATIONS TO THE BATTERY FOUNDATION. NEVERTHELESS, WE MAINTAINED A MEMBERSHIP OF 519 DONORS AND MADE NEW GRANT COMMITMENTS TOTALING $3.48 MILLION IN THE ISSUE AREAS OF MENTAL HEALTH, HEALTHY DEMOCRACY, AND RECOVERY & RESILIENCE (SUPPORTING COMMUNITIES HARDEST HIT BY THE PANDEMIC ECONOMICALLY). 3837621 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 3 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X SUZAN CANLI 4158969200 400 PACIFIC AVENUE SAN FRANCISCO CA 94133 XOCHILTZIN BIRCH PRESIDENT 0.50 X X 0 0 0 MICHAEL BIRCH TREASURER 0.50 X X 0 0 0 SUZAN CANLI SECRETARY 1.00 X X 0 0 0 JAMIE ALLISON DIRECTOR 0.50 X 0 0 0 DAN KINSLEY DIRECTOR 0.50 X 0 0 0 JENI IZUEL DIRECTOR 0.50 X 0 0 0 COLLEEN GREGERSON EXECUTIVE DIRECTOR 40.00 X 180069 0 17921 NICOLE GARZINO DIRECTOR OF MEMBERSHIP 40.00 X 127479 0 16800 JILL MINKUS DIRECTOR OF GRANTS & IMPACT 40.00 X 120253 0 5150 427801 0 39871 3 0 1 0 0 3325657 41004 3325657 28362 28362 3354019 0 0 28362 3477324 3477324 197989 118793 39598 39598 256119 150335 27075 78709 4823 2894 224 1705 27482 16489 3224 7769 27701 16621 3878 7202 34364 34364 8900 8900 45512 12300 33212 19 19 166 166 3062 3062 BOOKS/SUBSCRIPTION/REF 16636 16636 PRINTING & PUBLICATION 10006 10006 THEME EDUCATION/SPEAKER 7138 7138 170 170 4117411 3837621 144807 134983 621185 460739 2236771 1815133 15600 31997 10095 10245 2883651 2318114 25278 21574 1281602 1483161 1306880 1504735 X 1554271 752379 22500 61000 1576771 813379 2883651 2318114 -763392 0 X 0 1 X 1 0 X 4737487 4819027 3977694 4452182 3325657 21312047 4737487 4819027 3977694 4452182 3325657 21312047 1539773 19772274 0 36305 70673 72398 28362 207738 21519785 0.91880 0.90200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84999 20000 104999 4012412 4117411 355871 88968 0 0 361135 382473 386930 355871 1486409 2229614 198 372500 275000 104999 752697 90284 95618 96733 88968 371603 557405 99 87500 87500 84999 260098 0 X 3401929 47910 47910 3354019 0 3354019 4165321 47910 47910 4117411 0 4117411 PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. 1 A HOME WITHIN 1330 BROADWAY 300 OAKLAND CA 94612 943402610 501(C)(3) 10000 GENERAL OPERATING SUPPORT ALLIANCE FOR YOUTH ACTION 915 5TH ST NW WASHINGTON DC 20001 462914731 501(C)(4) 75000 BOLSTER A NATIONAL NETWORK OF STATE-BASED, YOUTH-FOCUSED ORGANIZATIONS THAT ARE LEADING LOCAL CAMPAIGNS TO ENACT VOTING RIGHTS REFORMS AND ENSURE ACCESSIBLE ELECTIONS. ALLIANCE FOR YOUTH ORGANIZING 915 5TH ST NW WASHINGTON DC 20001 462465621 501(C)(3) 57120 BOLSTER A NATIONAL NETWORK OF STATE-BASED, YOUTH-FOCUSED ORGANIZATIONS THAT ARE LEADING LOCAL CAMPAIGNS TO ENACT VOTING RIGHTS REFORMS AND ENSURE ACCESSIBLE ELECTIONS. BRENNAN CENTER FOR JUSTICE 120 BROADWAY SUITE 1750 NEW YORK NY 10271 133839293 501(C)(3) 300000 SUPPORT THE WORK OF THE ELECTION SECURITY COALITION, A COALITION TO ADVANCE ELECTION REFORMS THAT GUARD AGAINST THREATS TO OUR DEMOCRACY. BRILLIANT CORNERS 1360 MISSION STREET SUITE 300 SAN FRANCISCO CA 94103 562379862 501(C)(3) 125000 LAUNCH A PLATFORM THAT RAPIDLY SCALES SUPPORTIVE HOUSING FOR MULTIPLE PROGRAMS, ALIGNED WITH TIPPING POINTS CHRONIC HOMELESSNESS INITIATIVE AND THE DEPARTMENT OF HOMELESSNESS & SUPPORTIVE HOUSINGS STRATEGIC FRAMEWORK. BRING CHANGE TO MIND 155 SANSOME STREET SUITE 530 SAN FRANCISCO CA 94104 010974537 501(C)(3) 140000 EXPANSION OF PEER-LED MENTAL HEALTH AWARENESS CLUBS IN HIGH SCHOOLS TO IMPROVE MENTAL HEALTH OUTCOMES AND REDUCE STIGMA IN TEENS. CALMATTERS 1017 L STREET 261 SACRAMENTO CA 95814 472474086 501(C)(3) 53147 SUPPORT FOR THE CALIFORNIA DIVIDE, A JOURNALISM AND PUBLIC ENGAGEMENT INITIATIVE COVERING ISSUES THAT ARE CONTRIBUTING TO THE GROWING WEALTH DIVIDE IN CALIFORNIA. CAMPAIGN LEGAL CENTER 1411 K STREET NW SUITE 1400 WASHINGTON DC 20005 043608387 501(C)(3) 10000 GENERAL OPERATING SUPPORT CENTER FOR TECH AND CIVIC LIFE 220 N GREEN ST CHICAGO IL 60607 472158694 501(C)(3) 10000 GENERAL OPERATING SUPPORT CHILDREN'S HEALTH COUNCIL 650 CLARK WAY PALO ALTO CA 94304 941312311 501(C)(3) 110000 SUPPORT FOR THE RAVENSWOOD WELLNESS PARTNERSHIP, A COLLABORATIVE TO INCREASE CAPACITY AND EQUITABLE ACCESS TO MENTAL HEALTH SUPPORT FOR YOUTH IN EAST PALO ALTO AND EAST MENLO PARK. DEMOCRACY WORKS 20 JAY STREET SUITE 840 BROOKLYN NY 11201 272460359 501(C)(3) 250000 SUPPORT IMPROVEMENTS TO THE RELIABILITY, USABILITY, AND SECURITY OF THE TURBOVOTE PLATFORM. DOSOMETHINGORG 19 W 21ST ST 8TH FLOOR NEW YORK NY 10010 133720473 501(C)(3) 200783 SUPPORT YOUTH VOTER ENGAGEMENT AND MOBILIZATION. THE DREAM CORPS 436 14TH STREET SUITE 920 OAKLAND CA 94612 261140201 501(C)(3) 10000 GENERAL SUPPORT FOR THE #CUT50 CAMPAIGN EAT LEARN PLAY FOUNDATION 985 3RD STREET OAKLAND NY 94607 831373602 501(C)(3) 125000 SUPPORT FARMERS FOR FAMILIES AND OTHER FOOD SECURITY INITIATIVES THAT PROVIDE FREE PRODUCE BOXES AND FRESH MEALS TO OAKLAND CHILDREN AND FAMILIES WHILE SENDING VITAL REVENUE TO LOCAL FARMS AND RESTAURANTS. ECONOMIC SECURITY PROJECT ACTION INC 51 EAST 12TH STREET 2ND FLOOR NEW YORK NY 10003 832050594 501(C)(4) 10000 GENERAL OPERATING SUPPORT AMALGAMATED CHARITABLE FOUNDATIONS PO BOX 2930 SAN FRANCISCO CA 94126 821517696 501(C)(3) 10000 GENERAL SUPPORT FOR EMERGENT FUND PUBLIC HEALTH FOUNDATION ENTERPRISES 13300 CROSSROADS PKWY N 450 CITY OF INDUSTRY CA 91746 952557063 501(C)(3) 10000 GENERAL SUPPORT FOR EXPECTING JUSTICE FAITH IN ACTION 171 SANTA ROSA AVE OAKLAND CA 94610 942206497 501(C)(3) 22000 GENERAL OPERATING SUPPORT FAMILY INDEPEDENCE INITIATIVE PO BOX 71363 OAKLAND CA 94612 020784790 501(C)(3) 10000 GENERAL OPERATING SUPPORT FIRST PLACE FOR YOUTH 426 17TH STREET SUITE 100 OAKLAND CA 94612 943341034 501(C)(3) 74645 EXPANSION OF HOUSING AND SUPPORTIVE SERVICES FOR FOSTER AND HOMELESS YOUTH AGED 18-24 IN SAN FRANCISCO, ALAMEDA, AND SANTA CLARA COUNTIES. FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE 8532 SW ST HELENS DRIVE SUITE 250 WILSONVILLE OR 97070 274682873 501(C)(3) 10000 GENERAL OPERATING SUPPORT HOMELESS CHILDREN'S NETWORK 3450 3RD STREET UNIT 1C SAN FRANCISCO CA 94124 943266686 501(C)(3) 240569 SUPPORT THE MA'AT PROGRAM, AN AFROCENTRIC APPROACH TO BEHAVIORAL HEALTH CARE FOR BLACK/AFRICAN AMERICAN FAMILIES IN SAN FRANCISCO THAT ADDRESSES THE LEGACY OF INTERGENERATIONAL RACISM AND TRAUMA. HOMELESS PRENATAL PROGRAM 2500 18TH STREET SAN FRANCISCO CA 94110 943146280 501(C)(3) 125000 INCREASE CAREER PATHWAYS OUT OF HOMELESSNESS FOR LOW-INCOME WOMEN AND THEIR FAMILIES BY INVESTING IN THE EXPANSION OF THE AGENCY'S COMMUNITY HEALTH WORKER TRAINING PROGRAM. INSIDE CIRCLE 2443 FILLMORE ST 380-4123 SAN FRANCISCO CA 94115 831144419 501(C)(3) 175330 HELP BUILD A NETWORK OF FORMERLY INCARCERATED FACILITATORS TO INSPIRE, ENGAGE, AND SUPPORT THE MENTAL HEALTH OF CRIMINAL JUSTICE SYSTEM-INVOLVED PEOPLE. POLICY LINK 1438 WEBSTER ST OAKLAND CA 94612 943297479 501(C)(3) 10000 GENERAL SUPPORT FOR LIBERATION IN A GENERATION MISSION ASSET FUND 3269 MISSION STREET SAN FRANCISCO CA 94110 208993652 501(C)(3) 125000 SUPPORT MISSION ASSET FUNDS COVID SMALL BUSINESS INNOVATION FUND AND OTHER INITIATIVES THAT CAPITALIZE AND SUPPORT PEOPLE FROM LOW-INCOME AND IMMIGRANT COMMUNITIES TO BUILD ECONOMIC POWER. NATIONAL DOMESTIC WORKERS ALLIANCE INC 45 BROADWAY SUITE 320 NEW YORK NY 10006 352420942 501(C)(3) 10000 GENERAL OPERATING SUPPORT NEW DOOR VENTURES 3221 20TH STREET SAN FRANCISCO CA 94110 942780274 501(C)(3) 125000 EXPANSION OF WORKFORCE PROGRAMS FOR OPPORTUNITY YOUTH AGES 16-24 IN SAN FRANCISCO AND ALAMEDA COUNTIES. RADIO BILINGE INC 5005 E BELMONT AVE FRESNO CA 93727 942472322 501(C)(3) 10000 GENERAL OPERATING SUPPORT REPRESENTUS PO BOX 60008 FLORENCE MA 01062 262369596 501(C)(4) 10000 GENERAL OPERATING SUPPORT SAFE AND SOUND 1757 WALLER STREET SAN FRANCISCO CA 941172727 942455072 501(C)(3) 10000 GENERAL OPERATING SUPPORT SAN FRANCISCO COURT APPOINTED SPECIAL ADVOCATES (SFCASA) 2535 MISSION STREET SAN FRANCISCO CA 94110 943039028 501(C)(3) 92175 STRATEGIC AND BUSINESS PLANNING, VOLUNTEER RECRUITMENT, AND OTHER APPROACHES TO EXPAND SFCASA'S ADVOCACY AND MENTORSHIP PROGRAM FOR FOSTER YOUTH. SAN FRANCISCO GENERAL HOSPITAL FOUNDATION PO BOX 410836 SAN FRANCISCO CA 94141 943189424 501(C)(3) 175000 ENHANCE AND SCALE THE DELIVERY OF TEAM-BASED SOCIAL MEDICINE AT ZUCKERBERG SAN FRANCISCO GENERAL HOSPITAL TO PROVIDE PATIENTS AND CARE TEAMS WITH SAFE ALTERNATIVES TO AVOIDABLE HOSPITALIZATION. SENECA FAMILY OF AGENCIES 6925 CHABOT ROAD OAKLAND CA 94618 942971761 501(C)(3) 10000 GENERAL SUPPORT OF THE UNCONDITIONAL EDUCATION PROGRAM. SOLUTIONS JOURNALISM NETWORK 79 MADISON AVENUE SUITE 1656 NEW YORK NY 10016 462265729 501(C)(3) 10000 GENERAL OPERATING SUPPORT SPARK SF PUBLIC SCHOOLS 135 VAN NESS AVENUE ROOM 119 SAN FRANCISCO CA 94102 474568396 501(C)(3) 80007 SUPPORT THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT'S STUDENT NUTRITION SERVICES TO PROVIDE FREE AND HEALTHY BREAKFAST, LUNCH AND SUPPER MEALS TO SAN FRANCISCO'S PUBLIC SCHOOL STUDENTS. SPRINGBOARD TO OPPORTUNITIES 3000 OLD CANTON RD STE 470 JACKSON MS 39216 461917760 501(C)(3) 79889 SUPPORT THE MAGNOLIA MOTHERS TRUST STORYTELLING LAB, WHICH WILL ELEVATE THE VOICES OF PARTICIPANTS IN THE FIRST GUARANTEED INCOME PROJECT CENTERING LOW-INCOME BLACK MOTHERS. SWORDS TO PLOWSHARES 1060 HOWARD STREET SAN FRANCISCO CA 94103 942260626 501(C)(3) 100100 INCREASE HOUSING STABILIZATION FOR VULNERABLE HOMELESS VETERANS EXPERIENCING SEVERE MENTAL ILLNESS WITH A PILOT PROGRAM OF INTENSIVE HOUSING PLACEMENT, OUTREACH, AND SAFETY NET SERVICES. THE GROUNDTRUTH PROJECT 10 GUEST STREET BOSTON MA 02135 460908502 501(C)(3) 10000 GENERAL OPERATING SUPPORT THE TREVOR PROJECT 373 PARK AVE SOUTH 6TH FLOOR NEW YORK NY 10016 954681287 501(C)(3) 10000 GENERAL OPERATING SUPPORT TREATMENT ADVOCACY CENTER 200 N GLEBE ROAD SUITE 801 ARLINGTON VA 22203 541905826 501(C)(3) 10000 GENERAL SUPPORT FOR THE ABEDINSTEAD CAMPAIGN UCSF CHILD TRAUMA RESEARCH PROGRAM 1001 POTRERO AVENUE BUILDING 20 SAN FRANCISCO CA 94941 946036493 501(C)(3) 125000 EXPAND ACCESS TO TRAINING IN CHILD-PARENT PSYCHOTHERAPY FOR CLINICIANS AND COMMUNITY-BASED SERVICE PROVIDERS IN THE BAY AREA AND ACROSS THE UNITED STATES. UNITED FOR RESPECT 81 PROSPECT STREET BROOKLYN NY 11201 834485353 501(C)(4) 9999 GENERAL OPERATING SUPPORT VOTE RUN LEAD 8 WEST 126TH STREET NEW YORK NY 100276598 464285577 501(C)(3) 100000 SUPPORT THE RUN51 INITIATIVE, WHICH TRAINS AND SUPPORTS WOMEN TO RUN FOR AND WIN STATE LEGISLATURE SEATS AS EXPERTS ON DEMOCRACY REFORMS. 40 4 PART I, LINE 2: ORGANIZATIONS IN RECEIPT OF A GRANT IN EXCESS OF $10,000 FROM THE BATTERY FOUNDATION ARE REQUIRED TO SUBMIT AN ANNUAL NARRATIVE AND FINANCIAL REPORT AS WELL AS A FINAL NARRATIVE AND FINANCIAL REPORT AT THE CONCLUSION OF THEIR GRANT. IN ADDITION, ONGOING COMMUNICATION WITH GRANTEES TAKES PLACE BETWEEN THESE FORMAL REPORTING PERIODS, AND INCLUDE IN SOME CASES SITE VISITS TO THE ORGANIZATIONS. X X 0 0 0 0 0 0 0 0 0 COLLEEN GREGERSON EXECUTIVE DIRECTOR 180069 0 0 0 0 0 7523 0 10398 0 197990 0 0 0 X 1 3500 FMV X 4300 FMV X 5 28704 FMV X TRIPS & TOURS 1 2000 FMV X PHOTOGRAPHY 1 1500 FMV X GIFT CARDS & CERTIFICATES 1 1000 FMV 0 0 0 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 XOCHILTZIN AND MICHAEL BIRCH HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BATTERY FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. THE BOARD OF DIRECTORS (LESS THE FINANCIALLY INTERESTED PERSON(S)) REVIEWS CONFLICTS OF INTEREST AND MAKES THE DETERMINATION ON WHETHER A CONFLICT OF INTEREST EXISTS. PERSONS WITH A CONFLICT OF INTEREST ARE BARRED FROM PARTICIPATING IN ANY DECISIONS ON THE RELATED MATTER AND FROM VOTING ON ANY RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DECIDED AND APPROVED BY THE FULL BOARD OF DIRECTORS IN 2017. AMPLIFIER STRATEGIES WAS ENGAGED AS A CONSULTANT AT THAT TIME AND SUPPORTED COMPENSATION REVIEW. SINCE THEN AMPLIFIER HAS NOT BEEN ENGAGED AND ONLY ONE ADJUSTMENT TO THE ED SALARY HAS BEEN MADE A COST OF LIVING ADJUSTMENT OF 3% WAS MADE FOR 2018 IN LINE WITH THE CONSUMER PRICE INDEX FROM THE BUREAU OF LABOR STATISTICS FOR THE SAN FRANCISCO AREA. THE SAME COST OF LIVING ADJUSTMENT WAS MADE FOR ALL EMPLOYEES. ONE EMPLOYER AT THE MANAGER LEVEL ALSO RECEIVED A MERIT INCREASE FOR EXCELLENT ANNUAL PERFORMANCE AS DOCUMENTED IN HER ANNUAL EVALUATION. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND ANNUAL FORM 990 ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).