2021-11-12T14:54:10-08:00 2020-12-31 942861940 Bregante Company LLP CPAs 301 Battery St 2 Mezzanine San Francisco CA 94111 990PF 2020-01-01 200882784 ELBRIDGE STUART FOUNDATION DBA STUART FOUNDATION ELBR 4153931551 500 WASHINGTON STREET 8TH FLOOR SAN FRANCISCO CA 94111 BRAD SINK CFO 4153931551 2021-11-10 true BRAD SINK 999009999 Diana Sosa P00290785 4157771001 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 596358098 X X 102 102 4368797 4368797 28621751 95209084 28621751 17937333 17937333 50927983 50927983 868977 71437 797540 2406890 197866 2209024 982060 80733 901326 31381 31381 91632 65000 26632 6806567 6142730 663837 1272480 127590 7684 770064 46375 723689 98897 272 98625 307975 18382 289596 13764513 6630479 5741650 22133359 21492724 35897872 6630479 27234374 15030111 44297504 292685 303335 303335 4438628 5045087 4438628 4438628 883293 521458 521458 40497580 46559667 49066470 351302735 355780738 541782799 5124836 4879428 362988 245408 245408 398384368 407849234 596358098 637993 717870 5232000 5761000 7000000 2906301 3732179 15776294 10211049 X 382608074 382608074 397638185 398384368 407849234 382608074 15030111 397638185 397638185 ALT INVESTMENTS REALIZED GAINS P 2010-01-01 2020-12-31 93281606 64878476 28403130 28403130 NON-ALT INVESTMENTS REALIZED GAINS P 2000-01-01 2020-12-31 1927478 1708857 218621 218621 28621751 615735 615735 615735 663759 310000 973759 X 358024 358024 false false false false false true true false false true CA DE MA true false false false false true HTTP://WWW.STUARTFOUNDATION.ORG STUART FOUNDATION 4153931551 500 WASHINGTON ST SUITE 800 SAN FRANCISCO CA 94111 false false false false true false false false false false false false false false false false true false false true false false false false JOHN BUOYMASTER 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Director 0.00 0 DWIGHT L STUART JR 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Chair & Dir. 5.00 0 DAVIS CAMPBELL 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Director 0.00 0 ELBRIDGE H STUART III 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 VICE-CHAIR 5.00 0 STUART LUCAS 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 VICE-CHAIR 5.00 0 SOPHIE FANELLI 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 President & Sec 60.00 463250 74832 2040 BRAD SINK 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Treasurer & CFO 60.00 265000 61858 1997 SUSAN LITTLE 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 DIREC - PROG&GRANT 60.00 230000 52665 2848 WENDY CHANG 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 PROGRAM DIR- DSYF 60.00 223900 78607 480 KENJI TREANOR 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 DIR. IMPACT&LEARN 60.00 207590 39242 242 DELIA REID 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 PROG&COM OFFICER 60.00 182000 65006 489 SUSAN KAGEHIRO 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 DIRECTOR PROGRAMS 60.00 201782 44300 422 7 ADAGE CAPITAL MANAGEMENT LP 200 CLARENDON STREET 52ND FLOOR BOSTON MA 02116 FUND MANAGEMENT 2157100 MONTICELLO ASSOCIATES 1800 LARIMER STREET STE 2100 DENVER CO 80202 INVESTMENT MGMT. 500000 SILCHESTER INTERNATIONAL 780 THIRD AVE 42ND FLOOR NEW YORK NY 10017 FUND MANAGEMENT 268071 GENERAL ATLANTIC 600 STEAMBOARD ROAD STE 105 GREENWICH CT 06830 FUND MANAGEMENT 270714 RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA A 800 THIRD AVENUE NEW YORK NY 100227604 FUND MANAGEMENT 318056 26 TO ASSESS AND CAPTURE SYSTEM LEADER CHALLENGES AND NEEDS DURING COVID.THE PROJECT TITLES: VOICES FROM THE FIELD: SUPERINTENDENTS 40000 TO SUPPORT A COHORT OF NEW WOMEN EXECUTIVES OF COLOR WHO ARE THE HELM OF KEY GRANTEE ORGANIZATIONSPROJECT TITLE IS - NEW WOMEN OF COLOR EXECUTIVES SUPPORT 25000 FOR PROFESSIONAL FACILITATION OF THE FUNDERS IN FLUX COLLABORATIVE, A GROUP OF FIVE NATIONAL AND REGIONAL FOUNDATIONS SEEKING GREATER ALIGNMENT IN THEIR EDUCATION GRANTMAKINGPROJECT TITLE IS - FUNDERS IN FLUX 15000 58614918 149359 437140273 495904550 76223785 495904550 7438568 488465982 24423299 24423299 615735 615735 23807564 23807564 23807564 27234374 27234374 27234374 23807564 3663330 592937 3832113 4021078 12109458 27234374 0 23807564 3426810 15536268 0 3663330 11872938 592937 3832113 4021078 3426810 SOPHIE FANELLI PRESIDENT STUART FDN 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 4153931551 THE APPLICATION PROCESS-Foundation goals and strategies are on website.Foundation staff responds to inquiries from applicants, reviews written requests, and solicits proposals from organizations working within specified areas.Program Officers conduct the necessary due diligence and help applicants strengthen their proposals.The Board of the Stuart Foundation evaluates proposals. Dependent upon Board meeting dates. ELIGIBLE ORGANIZATIONS MUST QUALIFY AS A LEGAL ENTITY AND MUST, IN MOST CASES, HAVE CURRENT TAX-EXEMPT STATUS AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OTHER THAN PRIVATE FOUNDATIONS. THE STUART FOUNDATION DOES NOT FUND CAPITAL CAMPAIGNS OR PROJECTS WHOSE BENEFICIARIES ARE OUTSIDE THE STATES OF CALIFORNIA AND WASHINGTON. See Statement 19 ADDRESS AS SHOWN IN STATEMENT 19 SAN FRANCISCO CA 94111 See statement 19 21492724 21492724 See statement 20 ADDRESS AS SHOWN IN STATEMENT 20 SAN FRANCISCO CA 94111 See Statement 20 5761000 5761000 14 102 14 4368797 18 28621751 OTHER INCOME 1 17937333 50927983 50927983 false false false false false false false false false false ACCOUNTING FEES 91632 65000 0 26632 CATCHAFIRE 31 EAST 32ND STREET 3RD FLOOR NEW YORK NY 10016 2019-12-19 55000 PROVIDE FREE CAPACITY BUILDING RESOURCES THROUGH TECHNOLGOY 55000 No 11/30/2020 We do not have any reason to doubt the validity of Catchafires reports, therefore no verification was necessary. CATCHAFIRE 31 EAST 32ND STREET 3RD FLOOR NEW YORK NY 10016 2020-11-20 50000 PROVIDE FREE CAPACITY BUILDING RESOURCES THROUGH TECHNOLGOY 50000 No 10/31/2021 We do not have any reason to doubt the validity of Catchafires reports, therefore no verification was necessary. NEW PEDAGOGIES FOR DEEP LEARNING 498 ST CLAIR AVENUE E TORONTO CA ONTARIO 2018-03-16 270000 SUPPORT HIGH SCHOOLS TO TRANSFORM TEACHING AND LEARNING. 270000 No 2/28/2019, 2/28/2020 We do not have any reason to doubt the validity of New Pedagogies for Deep Learnings reports, therefore no verification was necessary. INTERNATIONAL EQUITIES 46559667 49066470 ALTERNATIVE INVESTMENTS AT COST 322177805 508158564 SHORT TERM INVESTMENTS AT COST 33606448 33624235 MISCELLANEOUS ADJUSTMENT AT COST 3515 Furniture and Fixtures 1071149 1049441 21708 21708 Machinery and Equipment 698411 602166 96245 96245 Improvements 3355276 3227821 127455 127455 LEGAL FEES 31381 0 0 31381 CAPITAL PURCHASES$2,500 44731 2694 42037 COMMUNICATIONS TECHNOLOGY 123334 7427 115907 INSURANCE 44615 2687 41928 MAINTENANCE/REPAIRS 15722 947 14775 MEMBERSHIP DUES 10639 641 9998 MISCELLANEOUS 705 42 663 OFFICE SUPPLIES & PRINTING 35815 2158 33660 OPERATING LEASES 1636 99 1537 POSTAGE 2561 154 2407 RECRUITING 2754 2754 STAFF/PROFESSIONAL DEVELOPMENT 23438 1411 22027 SUBSCRIPTIONS/BOOKS 1561 94 1467 TEMPORARY EMPLOYEE 464 28 436 OTHER INCOME 17937333 DEFERRED EXCISE TAXES 2906301 3499988 EXCISE TAX PAYABLE 232191 COMPUTER SERVICES 161611 9733 0 151878 CONSULTING FEES 511959 0 0 511959 INVESTMENT FUND EXPENSES 2790880 2790880 0 0 INVESTMENT MANAGEMENT FEE 3342117 3342117 0 0 Description: ALTERNATIVE INVESTMENTS Percentage: 86.0 Asset FMV: XXX-XX-XXXX Discount: 76223785 Explanation: Alternative investments include limited partnerships, limited liability companies and offshore investment funds. Although each investment is different, the majority of the alternative investments start out for a 10-year period with one-year extension options for another two or three years. Redemption terms and restrictions vary between each investment. The restrictions include lockup periods and notification requirements. Liquidation is generally limited to a sale to the fund manager or to distributions from the fund. TAXES 1272480