2021-11-15T22:44:40-06:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 942460894 Peery Foundation % Foundation Source PEER 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 David Peery President 8008391754 2021-11-15 true David Peery 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 47777308 X 100 X 3557 3557 934842 934842 147094 13293595 147094 787488 786814 1873081 1872307 0 1380022 1380022 314677 314677 541 0 0 541 26950 0 0 26950 256181 256181 93 112912 11464 8043 0 33084 33084 26458 26458 319 319 174507 4255 170252 2333787 15719 0 2208484 1390590 1390590 3724377 15719 0 3599074 -1851296 1856588 552061 257353 257353 33423582 31504571 34681853 1830000 1830000 1830000 1830000 910746 1286922 10997961 166523 156382 18184 10141 10141 5210 36739783 34888987 47777308 0 0 X 36739783 34888987 36739783 34888987 36739783 34888987 36739783 -1851296 500 34888987 34888987 Publicly-traded Securities 13293595 13135189 158406 158406 Passthrough K1 Capital Gain/(Loss) -11312 147094 25807 25807 25807 57400 0 57400 X 31593 31593 false false false false false false false true true CA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false David Peery Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 20.0 0 0 0 Dennis T Peery Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Dir 10.0 0 0 0 Jason D Peery Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Jennifer L Peery Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Mildred D Peery Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Richard T Peery Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chairman of the Board, Dir 1.0 0 0 0 JESSAMYN LAU 501 SILVERSIDE RD STE 123 WILMINGTON DE 19809 CO-CEO, EXEC DIR 40.0 289037 47495 AVANI PATEL 501 SILVERSIDE RD STE 123 WILMINGTON DE 19809 PORT&TEAM DIR,CO-CEO 40.0 259673 53421 LEAH WILBERDING 501 SILVERSIDE RD STE 123 WILMINGTON DE 19809 PEER RELATIONSHIP MG 40.0 166567 17644 NORA RAZON 501 SILVERSIDE RD STE 123 WILMINGTON DE 19809 LOCAL PORTFOLIO MGR 40.0 164722 14925 LINDSEY PADJEN 501 SILVERSIDE RD STE 123 WILMINGTON DE 19809 GLOBAL PORTFOLIO MGR 40.0 149587 16192 6 Catchafire 31 E 32nd St 3rd Floor New York NY 10016 Philanthropic 105000 Mighty Ally 5407A California Ave Nashville TN 37209 Philanthropic 73000 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 76400 Learning for Action PO Box 411490 San Francisco CA 94141 Philanthropic 60510 CAPACITY-BUILDING TRAINING -TRAINING OPPORTUNITIES FOR GRANTEES WITH THE PURPOSE OF INCREASING CAPACITY FOR LONG- TERM ORGANIZATIONAL SUSTAINABILITY 202380 33078562 638106 12827961 46544629 0 46544629 698169 45846460 2292323 2292323 25807 25807 2266516 500 2267016 2267016 3599074 0 0 0 0 3599074 0 3599074 2267016 681915 2018 2017 2016 3599074 681915 2267016 650143 650143 0 650143 650143 RICHARD T PEERY X ABSOLUTE RETURN FOR KIDS US INC 16 RYAN ST SYOSSET NY 11791 N/A PC STiR program 500 AFRICAN SOUP INC PO BOX 76644 ATLANTA GA 30358 N/A PC General & Unrestricted 600 ALL FIVE 5 REYNA PL MENLO PARK CA 94025 N/A PC General & Unrestricted 550 ALL STUDENTS MATTER PO BOX 384 MENLO PARK CA 94026 N/A PC General & Unrestricted 550 AMAL ACADEMY INC 10593 ROCK VIEW CT AUBURN CA 95602 N/A PC General & Unrestricted 100000 ASPIRE PUBLIC SCHOOLS 1001 22ND AVE STE 100 OAKLAND CA 94606 N/A PC General & Unrestricted 550 CANOPY 3921 E BAYSHORE RD PALO ALTO CA 94303 N/A PC General & Unrestricted 20000 CARMEL RIVER WATERSHED CONSERVANCY 225 CROSSROADS BLVD STE 322 CARMEL CA 93923 N/A PC General & Unrestricted 1000 CENTER FOR EMPLOYMENT OPPORTUNITIES INC 50 BROADWAY 17TH FL NEW YORK NY 10004 N/A PC CEO's work in California 100000 CHRISTMAS BUREAU OF PALO ALTO PO BOX 51874 PALO ALTO CA 94303 N/A PC General & Unrestricted 10000 COLLEGE TRACK 117 BROADWAY AVE OAKLAND CA 94612 N/A PC General & Unrestricted 550 COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC 1861 BAY RD E PALO ALTO CA 94303 N/A PC General & Unrestricted 200000 COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC 1861 BAY RD E PALO ALTO CA 94303 N/A PC capacity building project and general support 52500 COUNSELING AND SUPPORT SERVICES FOR YOUTH 544 VALLEY WAY MILPITAS CA 95035 N/A PC General & Unrestricted 200000 COUNSELING AND SUPPORT SERVICES FOR YOUTH 544 VALLEY WAY MILPITAS CA 95035 N/A PC Capacity building project to update electronic health records system 50000 CYCLE CONNECT INC 244 5TH AVE STE D222 NEW YORK NY 10001 N/A PC General & Unrestricted 550 D-REV DESIGN FOR THE OTHER NINETY PERCENT 695 MINNESOTA ST SAN FRANCISCO CA 94107 N/A PC General & Unrestricted 550 DREAM CATCHERS INC PO BOX 60902 PALO ALTO CA 94306 N/A PC General & Unrestricted 550 EASTSIDE COLLEGE PREPARATORY SCHOOL INC 1041 MYRTLE ST E PALO ALTO CA 94303 N/A PC General & Unrestricted 100000 EDUCATE PO BOX 12302 DENVER CO 80212 N/A PC General & Unrestricted 550 FRIENDS OFRAISING THE VILLAGE INCORPORATED 511 AVE OF THE AMERICAS NEW YORK NY 10011 N/A PC Raising the Village program 100000 GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS 1725 DESALES ST NW STE 404 WASHINGTON DC 20036 N/A PC General & Unrestricted 3590 HACK THE HOOD INC 439 INTERNATIONAL BLVD STE 1 OAKLAND CA 94606 N/A PC General & Unrestricted 550 HOOVER INSTITUTION -STANFORD UNIVERSITY 434 GALVEZ MALL STANFORD UNIVERSI STANFORD CA 94305 N/A PC General & Unrestricted 10000 ILEAP PO BOX 15308 SEATTLE WA 98115 N/A PC Perennial Leadership Fiscal Sponsor fund 78000 ILEAP PO BOX 15308 SEATTLE WA 98115 N/A PC Perennial Leadership Fiscal Sponsor fund 32500 KIPP BAY AREA SCHOOLS 1000 BROADWAY STE 460 OAKLAND CA 94607 N/A PC General & Unrestricted 550 MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 N/A PC General & Unrestricted 2500 MUSO INC 3254 19TH ST 2ND FL SAN FRANCISCO CA 94110 N/A PC General & Unrestricted 550 NEW TEACHER CENTER 1205 PACIFIC AVE SANTA CRUZ CA 95060 N/A PC General & Unrestricted 550 SAN FRANCISCO FORTY-NINERS ACADEMY 2695 FORDHAM ST E PALO ALTO CA 94303 N/A PC General & Unrestricted 550 SCRIPTED INC 85 BROAD ST 17TH FL NEW YORK NY 10004 N/A PC General & Unrestricted 550 SILICON VALLEY COMMUNITY FOUNDATION 2440 W EL CAMINO REAL STE 300 MOUNTAIN VIEW CA 94040 N/A PC Palo Alto Weekly Program 10000 SMILE & OLIVE FOUNDATION 2407 15TH ST NW APT 403 WASHINGTON DC 20009 N/A PC General & Unrestricted 600 St Johns High School 360 S REDSKIN DR St Johns AZ 85936 N/A GOV DeWitt Scholarship fund 10000 STARVISTA 610 ELM ST STE 212 SAN CARLOS CA 94070 N/A PC general support and Menlo Atherton Case Management program 100000 STREET BUSINESS SCHOOL PO BOX 370 NIWOT CO 80544 N/A PC General & Unrestricted 100000 SUNNYVALE COMMUNITY SERVICES 725 KIFER RD SUNNYVALE CA 94086 N/A PC General & Unrestricted 100000 THE BOMA PROJECT INC PO BOX 1865 MANCHESTR CTR VT 05255 N/A PC General & Unrestricted 550 UPAYA SOCIAL VENTURES 500 YALE AVE N STE 202 SEATTLE WA 98109 N/A PC General & Unrestricted 550 1390590 14 3557 14 934842 18 147094 K-1 Inc/Loss 14 787488 1872981 1872981 false false false false false false false false false false Audit Fees 20000 20000 Tax Return Preparation/Review 6950 6950 LAND - EL DORADO 2006-03-29 1830000 L 0 COMPUTER(DATABASE) 2011-12-06 7113 7113 SL 5 0 COMPUTER-IMAC-CEEC 2011-07-22 1450 1450 SL 5 0 COMPUTER-IMAC-DAVE 2011-07-26 2175 2175 SL 5 0 COMPUTER-IMAC-JESS 2011-07-22 1550 1550 SL 5 0 COMP (IPAD - CONF) 2017-02-01 1263 1058 SL 5 98 0 COMPUTER-LMAC 27" 2015-10-14 2064 2026 SL 5 38 0 COMPUTER-MACBK AIR 2013-10-22 1744 1744 SL 5 0 COMPUTER-NORTEL SW 2012-06-08 3005 3005 SL 5 0 COMPUTER-SCANSNAP2 2011-07-19 838 838 SL 5 0 COMPUTER (TELCO) 2012-06-08 4143 4143 SL 5 0 COMP (TV FOR CONF) 2017-01-25 791 663 SL 5 62 0 COMPUTER 2009-06-19 1548 1548 SL 5 0 13" MACBOOK AIR 2018-06-21 1180 264 SL 5 264 0 IMAC - CONF ROOM 2014-04-28 2129 2129 SL 5 0 MACBK AIR-J MORRIS 2014-12-17 1748 1748 SL 5 0 MACBK AIR-JESSAMYN 2015-06-09 1416 1372 SL 5 44 0 MACBK AIR-JOCELYN 2016-04-25 1338 1228 SL 5 84 0 MACBK AIR-NATALIA 2016-07-28 1551 1415 SL 5 86 0 PRINTER 2010-11-18 929 929 SL 5 0 4 POLYCOM PHONES 2013-02-27 1460 1460 SL 5 0 KITCHEN HVAC 2017-05-12 4782 4578 SL 7 204 0 3 NESTING TABLES 2012-07-19 522 522 SL 7 0 KNOLL CHADW CHAIRS 2011-07-18 2165 2165 SL 7 0 CHAIR 2012-11-19 854 854 SL 7 0 CHAIRS & END TABLE 2017-01-03 952 719 SL 7 58 0 CHAIRS 2017-01-27 1781 1343 SL 7 108 0 COAT RACK 2012-04-24 293 293 SL 7 0 COFFEE TABLE 2012-07-19 745 745 SL 7 0 CONF TABLE &CHAIRS 2017-03-30 14783 11121 SL 7 863 0 COUCH 2012-07-19 1256 1256 SL 7 0 DESK LAMP 2013-03-19 239 233 SL 7 6 0 END TABLE 2017-01-03 586 443 SL 7 36 0 FLOOR LAMP 2012-06-20 379 379 SL 7 0 FUTISU MINI SPLIT 2011-07-12 7275 7275 SL 7 0 GLASS WHITE BOARD 2011-11-01 1894 1894 SL 7 0 LIGHT FIXTURE 2012-09-21 706 702 SL 7 4 0 FURNITURE (MISC.) 2012-07-19 367 367 SL 7 0 MIX WOOD CREDENZA 2013-06-17 2700 2586 SL 7 114 0 PLATFORM BENCH 2012-06-20 781 781 SL 7 0 POLYCOM PHONE 2013-08-30 228 228 SL 7 0 SIDE TABLE 2012-02-16 231 231 SL 7 0 WHTE LAM REC TABLE 2014-02-21 2396 2111 SL 7 250 0 5 OFFICE WORKSTATN 2017-01-18 30391 22870 SL 7 1857 0 CITYSAC CHAIRS (2) 2016-12-16 916 756 SL 7 40 0 WHITE VINYL CHAIRS 2014-03-05 1166 1096 SL 7 60 0 OFF IMP-DOOR&HARDW 2016-12-14 1700 1609 SL 15 91 0 OFF IMP-EL TO HVAC 2016-12-14 1750 1656 SL 15 94 0 KITCHEN CABS/CNTRS 2018-01-01 12600 10890 SL 39 1710 0 OFF IMP-MINI AC 2016-09-15 4984 4717 SL 15 267 0 OFFICE IMP - SOUND 2016-12-14 10500 9938 SL 15 562 0 OFF IMP-THERM INST 2016-03-21 1900 1798 SL 15 102 0 OFFICE IMPROVEMENT 2011-07-12 15266 14325 SL 15 941 0 JESSAMYN LAU *REMOVED FROM FOUNDATION IN 2020 AVANI PATEL *REMOVED FROM FOUNDATION IN 2020 LEAH WILBERDING *REMOVED FROM FOUNDATION IN 2020 NORA RAZON *REMOVED FROM FOUNDATION IN 2020 LINDSEY PADJEN *REMOVED FROM FOUNDATION IN 2020 PAYDEN EMERGING MARKETS CORPOR 2418685 2495135 PAYDEN EQUITY INCOME FUND SI C 16268230 19476666 PAYDEN GLOBAL SHORT BOND FUND- 3102302 3174135 PAYDEN HIGH INCOME FUND CLASS 5211854 5125351 PAYDEN LOW DURATION FUND 1174415 1173235 PAYDEN U.S. GOVERNMENT FUND 3329085 3237331 LAND - EL DORADO 1830000 1830000 1830000 H. TAYLOR PEERY JOINT VENTURE 15092 172961 PEERY/MARRIOTT/PEERY FOUNDATIO 1271830 10825000 COMPUTER(DATABASE) 7113 7113 COMPUTER-IMAC-CEEC 1450 1450 COMPUTER-IMAC-DAVE 2175 2175 COMPUTER-IMAC-JESS 1550 1550 COMP (IPAD - CONF) 1263 1156 107 107 COMPUTER-LMAC 27" 2064 2064 COMPUTER-MACBK AIR 1744 1744 COMPUTER-NORTEL SW 3005 3005 COMPUTER-SCANSNAP2 838 838 COMPUTER (TELCO) 4143 4143 COMP (TV FOR CONF) 791 725 66 66 COMPUTER 1548 1548 13" MACBOOK AIR 1180 528 652 652 IMAC - CONF ROOM 2129 2129 MACBK AIR-J MORRIS 1748 1748 MACBK AIR-JESSAMYN 1416 1416 MACBK AIR-JOCELYN 1338 1312 26 26 MACBK AIR-NATALIA 1551 1501 50 50 PRINTER 929 929 4 POLYCOM PHONES 1460 1460 KITCHEN HVAC 4782 4782 3 NESTING TABLES 522 522 KNOLL CHADW CHAIRS 2165 2165 CHAIR 854 854 CHAIRS & END TABLE 952 777 175 175 CHAIRS 1781 1451 330 330 COAT RACK 293 293 COFFEE TABLE 745 745 CONF TABLE &CHAIRS 14783 11984 2799 2799 COUCH 1256 1256 DESK LAMP 239 239 END TABLE 586 479 107 107 FLOOR LAMP 379 379 FUTISU MINI SPLIT 7275 7275 GLASS WHITE BOARD 1894 1894 LIGHT FIXTURE 706 706 FURNITURE (MISC.) 367 367 MIX WOOD CREDENZA 2700 2700 PLATFORM BENCH 781 781 POLYCOM PHONE 228 228 SIDE TABLE 231 231 WHTE LAM REC TABLE 2396 2361 35 35 5 OFFICE WORKSTATN 30391 24727 5664 5664 CITYSAC CHAIRS (2) 916 796 120 120 WHITE VINYL CHAIRS 1166 1156 10 10 OFF IMP-DOOR&HARDW 1700 1700 OFF IMP-EL TO HVAC 1750 1750 KITCHEN CABS/CNTRS 12600 12600 OFF IMP-MINI AC 4984 4984 OFFICE IMP - SOUND 10500 10500 OFF IMP-THERM INST 1900 1900 OFFICE IMPROVEMENT 15266 15266 Document Review/Drafting 222 222 General Consultations 319 319 Administrative Fees 76400 76400 Bank Charges 230 230 Computers/Electronic Devices 1285 1285 Equipment Maintenance 324 324 Equipment/Furniture Purchase 1947 1947 Foundation Dues & Memberships 4000 4000 Insurance Premiums 24 24 DIGITIAL SUBSCRIPTIONS 5604 5604 Office & Supplies 7208 7208 CREDIT CARD FEES 141 141 Payroll Processing Fees 45952 45952 Postage/Delivery Service 907 907 Property Maintenance 4001 4001 State or Local Filing Fees 160 160 TRAINING & PROF DEVELOPMENT 25690 25690 Website Hosting/Support 634 634 K-1 Inc/Loss H. TAYLOR PEERY JOINT VENTURE I 2097 2097 K-1 Inc/Loss PEERY/MARRIOTT/PEERY FOUNDATION 785391 784717 RETURNED GRANTS 500 Philanthropic Consulting Srvcs 66210 66210 CAPACITY BUILDING TRAINING DCA 186000 186000 ADMINISTRATIVE SERVICES 3971 3971 990-PF Estimated Tax for 2020 24900 990-PF Extension for 2019 76548 Property Taxes 11464 11464