THE LEONARD AND SOPHIE DAVIS FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE LEONARD AND SOPHIE DAVIS FUND (EIN 94-3402266)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-14
- IRS object ID
- 202142879349100549
- Schema version
- 2019v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-14T14:21:11-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112318995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARKOUH FURMAN & FACCIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943402266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD & SOPHIE DAVIS FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2122455900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ALAN DAVIS PO BOX 590723 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN DAVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122455900 | PhoneNum |
| Signature | 2021-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRED C FARKOUH | PreparerPersonNm |
| PTIN | P00092160 | PTIN |
| Phone | 2122455900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $181,442,219 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,255,338 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,958 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,958 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,915,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,915,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,778,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,697,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,778,665 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58,084 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $58,084 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,022,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,767,618 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,385 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $92,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $92,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $910,496 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $628,866 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $281,630 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $404,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,903 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95,902 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $89,612 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,290 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,549,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $756,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $426,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,221,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,221,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,770,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $756,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,647,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,747,072 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,011,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,423,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,025,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,025,625 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $169,445,484 | CorporateStockBOYAmt |
| Corporate Stock EOY | $167,783,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $167,783,976 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,848,032 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,760,720 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,760,720 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $912,922 | OtherAssetsBOYAmt |
| Other Assets EOY | $871,898 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $871,898 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $180,629,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,442,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $181,442,219 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,491,126 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,491,126 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $171,138,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $171,951,093 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $180,629,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $181,442,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $180,629,594 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $181,442,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $180,629,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,747,072 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,559,697 | OtherIncreasesAmt |
| Subtotal | $181,442,219 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $181,442,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANK A/C #06247 - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $4,617,289 | $4,542,546 | $74,743 | $74,743 |
| US BANK A/C #06247 - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $18,288,393 | $13,483,829 | $4,804,564 | $4,804,564 |
| US BANK A/C #06775 - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $2,496,509 | $2,597,222 | -$100,713 | -$100,713 |
| US BANK A/C #06775 - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $8,413,752 | $7,141,298 | $1,272,454 | $1,272,454 |
| US BANK A/C #07198 - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $2,574,068 | $2,760,174 | -$186,106 | -$186,106 |
| US BANK A/C #07198 - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $11,867,310 | $9,255,866 | $2,611,444 | $2,611,444 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $39,371 | $36,782 | $2,589 | $2,589 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $372,166 | $357,712 | $14,454 | $14,454 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $61,805 | $29,312 | $32,493 | $32,493 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $997,987 | $795,480 | $202,507 | $202,507 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $5,400 | $17,629 | -$12,229 | -$12,229 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $361,084 | $409,432 | -$48,348 | -$48,348 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $19,285 | $23,708 | -$4,423 | -$4,423 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $353,974 | $257,592 | $96,382 | $96,382 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $298,825 | $375,159 | -$76,334 | -$76,334 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $2,212,925 | $1,734,272 | $478,653 | $478,653 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $186,795 | $212,777 | -$25,982 | -$25,982 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $1,757,047 | $1,052,662 | $704,385 | $704,385 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $14,483 | $15,488 | -$1,005 | -$1,005 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $270,441 | $151,339 | $119,102 | $119,102 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $16,275 | $18,409 | -$2,134 | -$2,134 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | P | 2019-12-01 | 2020-11-30 | $454,172 | $280,702 | $173,470 | $173,470 |
| YOLEV INVESTMENTS | P | 2019-12-01 | 2020-11-30 | $137,773 | -$137,773 | -$137,773 | |
| YOLEV INVESTMENTS | P | 2019-12-01 | 2020-11-30 | $125,939 | -$125,939 | -$125,939 | |
| PARTNERS GROUP REAL ESTATE | P | 2019-12-01 | 2020-11-30 | $5 | -$5 | -$5 | |
| PARTNERS GROUP REAL ESTATE | P | 2019-12-01 | 2020-11-30 | $4,088 | $4,088 | $4,088 | |
| LIGHTHOUSE CAPITAL PARTNERS IV LP | P | 2019-12-01 | 2020-11-30 | $731 | $731 | $731 | |
| LIGHTHOUSE CAPITAL PARTNERS IV LP | P | 2019-12-01 | 2020-11-30 | $1,933 | $1,933 | $1,933 | |
| PINEBRIDGE | P | 2019-12-01 | 2020-11-30 | $174 | -$174 | -$174 | |
| PINEBRIDGE | P | 2019-12-01 | 2020-11-30 | $105,107 | -$105,107 | -$105,107 | |
| PARTNERS GROUP REAL ESTATE - NET SECTION 1231 | P | 2019-12-01 | 2020-11-30 | $8,856 | $8,856 | $8,856 | |
| PINEBRIDGE - NET SECTION 1231 | P | 2019-12-01 | 2020-11-30 | $1 | -$1 | -$1 | |
| YOLEV INVESTMENTS - SECTION 1256 | P | 2019-12-01 | 2020-11-30 | $817 | $817 | $817 | |
| CAPITAL GAINS DIVIDENDS | P | 2019-12-01 | 2020-11-30 | $1,273 | $1,273 | $1,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,778,665 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,081,488 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $164,715,620 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055134 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,947,119 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $155,993,498 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,221,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $143,566,840 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078162 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,849,173 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $125,415,490 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070559 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,424,970 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $125,284,991 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067246 | DistributionYr5Rt |
| Total Distribution | 0.341278 | TotalDistributionRt |
| Average Distribution | 0.068256 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $167,311,256 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,419,997 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $120,112 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,540,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,647,430 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $120,112 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $120,112 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $120,112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $227,896 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $227,896 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $107,784 | OverpaymentAmt |
| Applied To ES Tax | $107,784 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ALAN DAVIS | IndividualWithBooksNm |
| Phone | 2122455900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ALAN S DAVIS | ||||||||
| PO BOX 590723 | SAN FRANCISCO | CA | 94159 | CHIEF EXECUTIVE OFFICER | 10.00 | $11,000 | $0 | $0 |
| MARY LOU DAVIS | ||||||||
| PO BOX 590723 | SAN FRANCISCO | CA | 94159 | CHIEF FINANCIAL OFFICER | 2.00 | $11,000 | $0 | $0 |
| JAMES HASSAN | ||||||||
| PO BOX 590723 | SAN FRANCISCO | CA | 94159 | DIRECTOR | 1.00 | $11,000 | $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 |
|---|---|---|---|---|---|
| BOSTON TRUST & INVESTMENT MANAGEMENT COMPANY | |||||
| ONE BEACON STREET | BOSTON | MA | 02108 | INVESTMENT ADVISORS | $532,799 |
| WELLS FARGO | |||||
| PO BOX 20160 | LONG BEACH | CA | 90801 | INVESTMENT ADVISORS | $96,068 |
| FARKOUH FURMAN & FACCIO LLP | |||||
| 460 PARK AVE 12TH FL | NEW YORK | NY | 10022 | ACCOUNTING FEES | $79,000 |
| 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 | $165,460,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,246,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $152,342 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $169,859,143 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $169,859,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,547,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $167,311,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,365,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,365,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $120,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $120,112 | TotalTaxAmt |
| Distributable Before Adj | $8,245,451 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,245,451 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,245,451 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,647,430 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,647,430 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $120,112 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,527,318 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,245,451 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $543,238 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,677,654 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,258,691 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,303,566 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,073,603 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,856,752 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,647,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,245,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,401,979 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,258,731 | 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 | $543,238 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,715,493 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,677,654 | ExcessFromYear4Amt |
| Excess From Year3 | $4,258,691 | ExcessFromYear3Amt |
| Excess From Year2 | $3,303,566 | ExcessFromYear2Amt |
| Excess From Year1 | $1,073,603 | ExcessFromYear1Amt |
| Excess From Current Year | $11,401,979 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| 20 JAY ST SUITE 732 | BROOKLYN | NY | 11201 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| ACCELERATE CHANGE | |||||||
| 294 WASHINGTON ST STE 500 | BOSTON | MA | 02108 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $175,000 |
| ACKERMAN INSTITUTE FOR THE FAMILY | |||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 |
| ACLU OF NORTHERN CALIFORNIA | |||||||
| 39 DRUMM ST | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 |
| ACRE INSTITUTE | |||||||
| 7065 WESTPOINTE BLVD 305 | ORLANDO | FL | 32835 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 |
| ADVANCEMENT PROJECT | |||||||
| 1910 W SUNSET BLVD STE 500 | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $35,000 |
| ADVOCATES FOR HUMAN RIGHTS | |||||||
| 330 2ND AVE S STE 800 | MINNEAPOLIS | MN | 55401 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| ALIANZA CENTER | |||||||
| 530 WEST 166TH STREET | NEW YORK | NY | 10032 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $120,000 |
| ALLIANCE FOR YOUTH ORGANIZING | |||||||
| 915 5TH ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 |
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 1825 K ST NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $200,000 |
| AMERICAN CONSERVATORY THEATER | |||||||
| 30 GRANT AVE 7TH FL | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 |
| AMERICAN CONSTITUTION SOCIETY | |||||||
| 1333 H ST NW 11TH FL | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 |
| AMERICAN FRIENDS OF THE ISRAEL PHIL | |||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 |
| AMERICAN ISRAEL CULTURAL FOUNDATION | |||||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 |
| AMERICAN PROMISE | |||||||
| 1110 VERMONT AVE NW SUITE 900 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 |
| AMERICANS FOR FINANCIAL REFORM | |||||||
| 1615 L STREET NW STE 450 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| AMNESTY INTERNATIONAL USA | |||||||
| 5 PENN PLAZA 16TH FL | NEW YORK | NY | 10001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| ANDREW GOODMAN FOUNDATION | |||||||
| PO BOX 394 | MAHWAH | NJ | 07430 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $165,000 |
| APPALACHIAN VOICES | |||||||
| 171 GRAND BLVD | BOONE | NC | 28607 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $35,000 |
| ARIZONA COALITION FOR CHANGE | |||||||
| 1241 E WASHINGTON ST STE 103 | PHOENIX | AZ | 85034 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 |
| BALLOT INITIATIVE STRATEGY CENTER | |||||||
| 1015 15TH NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 |
| BELOVED COMMUNITY CENTER | |||||||
| 417 ARLINGTON ST | GREENSBORO | NC | 27406 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 |
| BERKELEY REPERTORY THEATER | |||||||
| 2025 ADDISON STREET | BERKELEY | CA | 94704 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| BEYOND NUCLEAR INTERNATIONAL | |||||||
| 7304 CARROLL AVENUE 182 | TAKOMA PARK | MD | 20912 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 |
| BIONEERS COLLECTIVE HERITAGE | |||||||
| 1041 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 |
| BLUEPRINT NC | |||||||
| 3739 NATIONAL DRIVE SUITE 228 | RALEIGH | NC | 27612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| CALIFORNIA BUDGET AND POLICY CENTER | |||||||
| 1107 9TH STREET SUITE 310 | SACRAMENTO | CA | 95814 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $35,000 |
| CALIFORNIA CALLS | |||||||
| 4801 W EXPOSITION BLVD | LOS ANGELES | CA | 90016 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $135,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST SUITE 200 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,100,000 |
| CALIFORNIA LEAGUE OF CONSERVATION VOTERS | |||||||
| 350 FRANK H OGAWA PLAZA SUITE 1100 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 |
| CAPACITY BUILDING INSTITUTE | |||||||
| 3645 MARKETPLACE BLVD SUITE 130-209 | EAST POINT | GA | 30344 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 |
| CASA DE MARYLAND INC | |||||||
| 14645 ROTHGEB DR | ROCKVILLE | MD | 20850 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 |
| CENTER FOR BUDGET AND POLICY PRIORITIES | |||||||
| 820 FIRST STREET NE SUITE 510 | WASHINGTON | DC | 20002 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 |
| CENTER FOR DOMESTIC PEACE | |||||||
| 734 A STREET | SAN RAFAEL | CA | 94901 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 11237 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $123,000 |
| CENTER FOR RURAL STRATEGIES | |||||||
| 46 EAST MAIN STREET | WHITESBURG | KY | 41858 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $75,000 |
| COLOR OF CHANGE EDUCATION | |||||||
| 1714 FRANKLIN ST SUITE 136 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $90,000 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 1133 19TH STREET NW SUITE 900 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $55,000 |
| COMMUNITY CATALYST | |||||||
| 3750 CONVOY ST STE 306 | SAN DIEGO | CA | 92111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 |
| COMMUNITY CHANGE | |||||||
| 1536 U ST NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $75,000 |
| CONGREGATION EMANU EL | |||||||
| 1500 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| CONGREGATION SHEARITH ISRAEL | |||||||
| 9401 DOUGLAS AVE | DALLAS | TX | 75225 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| CONGRESSIONAL PROGRESSIVE CAUCUS | |||||||
| 1421 LONGWORTH HOB | WASHINGTON | DC | 20515 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 50 BRIAR HOLLOW LN | HOUSTON | TX | 77027 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 |
| DANCE THEATER OF HARLEM | |||||||
| 466 W 152ND ST | NEW YORK | NY | 10031 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 |
| DEMOCRACY INITIATIVE EDUCATION FUND | |||||||
| 805 15TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| DEMOS | |||||||
| 220 5TH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 |
| ECONOMIC POLICY INSTITUTE | |||||||
| 1225 EYE ST NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| EVERY VOICE CENTER | |||||||
| 1211 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $75,000 |
| FAIR ELECTIONS CENTER | |||||||
| 1825 K ST NW STE 450 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $120,000 |
| FAIR VOTE | |||||||
| 6930 CARROLL AVENUE SUITE 240 | TAKOMA PARK | MD | 20912 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| FAIREWINDS ENERGY EDUCATION | |||||||
| 70 S WINOOSKI AVE 289 | BURLINGTON | VT | 05401 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 |
| FAMILIA VOTA EDUCATION FUND | |||||||
| 400 BURNEY ST | MODESTO | CA | 95354 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 |
| FINE ARTS MUSEUMS OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| FREE SPEECH FOR PEOPLE | |||||||
| 505 W 38TH STREET | HOUSTON | TX | 79705 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| GIFFORDS LAW CENTER | |||||||
| 2828 UNIVERSITY AVE SE STE 202 | MINNEAPOLIS | MN | 55414 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| GLIDE FOUNDATION | |||||||
| PO BOX 1710 | DAVIS | CA | 95617 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| GOOD NATION FOUNDATION | |||||||
| 100 CROSBY ST SUITE 301 | NEW YORK | NY | 10012 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $250,000 |
| HARLEM STAGE | |||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 |
| HISPANICS IN PHILANTHROPY | |||||||
| 55 EXCHANGE PL 602 | NEW YORK | NY | 10005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 |
| HISTIOCYTOSIS ASSOCIATION | |||||||
| 332 N BROADWAY | PITMAN | NJ | 08071 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| HMONG AMERICAN WOMENS ASSOCIATION | |||||||
| 3727 W NATIONAL AVE | MILWAUKEE | WI | 53215 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $28,000 |
| HOPEWELL FUND | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $175,000 |
| INDIVISIBLE CIVICS | |||||||
| 1328 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $35,000 |
| INSTITUTE FOR POLICY STUDIES | |||||||
| 1301 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,075,000 |
| ISSUE ONE | |||||||
| 1401 K STREET NW SUITE 350 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $2,500,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| JEWISH FEDERATION OF PBC | |||||||
| 1 HARVARD CIR 100 | WEST PALM BEACH | FL | 33409 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,000,000 |
| JOBS WITH JUSTICE EDUCATION FUND | |||||||
| 1616 P STREET NW SUITE 150 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $35,000 |
| KENTUCKY CIVIC ENGAGEMENT TABLE | |||||||
| 241 CREEKSIDE COURT UNIT A | LEXINGTON | KY | 40504 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $75,000 |
| KENTUCKY COALITION | |||||||
| 1017 ASH ST | LOUISVILLE | KY | 40217 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 |
| KIPP SCHOOLS | |||||||
| 520 8TH AVE 2005 | NEW YORK | NY | 10018 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| KWIZERA MINISTRIES | |||||||
| 2839 S CALIFORNIA ST | MILWAUKEE | WI | 53207 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW | |||||||
| 1401 NEW YORK AVENUE NW SUITE 400 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| LEAGUE OF CONSERVATION VOTERS | |||||||
| 1920 L STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 92-10 ROOSEVELT AVENUE | JACKSON HEIGHTS | NY | 11372 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $65,000 |
| MAPLIGHT | |||||||
| 2223 SHATTUCK AVE | BERKELEY | CA | 94704 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 |
| MEDIA MATTERS FOR AMERICA | |||||||
| 455 MASSACHUSETTS AVE NW 600 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 |
| MOVEMENT ALLIANCE PROJECT | |||||||
| 924 CHERRY ST | PHILADELPHIA | PA | 19107 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 |
| MOVEMENT RESEARCH | |||||||
| PO BOX 49 | NEW YORK | NY | 10113 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $42,000 |
| MOVEMENT STRATEGY CENTER | |||||||
| 436 14TH ST 500 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $75,000 |
| MUSIC CONSERVATORY OF SANDPOINT | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND | |||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| NATIONAL FOUNDATION FOR CELIAC AWARENESS | |||||||
| 224 S MAPLE ST | AMBLER | PA | 19002 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| NATIONAL GHOST RANCH FOUNDATION | |||||||
| 1708 US 84 | ABIQUIU | NM | 87510 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 |
| NATIONAL SAFE BOATING COUNCIL | |||||||
| 8140 FLANNERY CT | MANASSAS | VA | 20109 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 |
| NEIGHBORHOOD FUNDERS GROUP | |||||||
| 300 FRANK H OGAWA PLAZA 700 | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $3,000 |
| NEO PHILANTHROPY | |||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $453,000 |
| NEW GEORGIA PROJECT | |||||||
| 165 COURTLAND ST NE A-231 | ATLANTA | GA | 30303 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $140,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $794,000 |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 |
| NORTH COUNTRY SCHOOL AND CAMPS | |||||||
| 4382 CASCADE ROAD | LAKE PLACID | NY | 12946 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $6,000 |
| NORTON MUSEUM OF ART | |||||||
| 1451 S OLIVE AVE | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 |
| ORGANIZE FLORIDA EDUCATION FUND | |||||||
| 134 E COLONIAL DRIVE | ORLANDO | FL | 32801 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 |
| PEOPLE FOR THE AMERICAN WAY | |||||||
| 1101 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| PEOPLE'S ACTION INSTITUTE | |||||||
| 2125 W NORTH AVE | CHICAGO | IL | 60647 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $35,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA | |||||||
| 2300 N FLORIDA MANGO RD | WEST PLAM BEACH | FL | 33409 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $15,000 |
| PLOUGHSHARES FUND | |||||||
| 1100 VERMONT AVE NW 300 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| PROGRESSIVE CHANGE INSTITUTE | |||||||
| 1629 K STREET SUITE 300 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 |
| PROGRESSIVE MULTIPLIER FUND | |||||||
| 714 G ST SE SUITE 200 | WASHINGTON | DC | 20003 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 |
| PROTEUS FUND | |||||||
| 250 E 31ST STREEET | NEW YORK | NY | 10016 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $375,000 |
| PUBLIC CITIZEN FOUNDATION | |||||||
| 1600 20TH ST NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 |
| REAL NEWS PROJECT INC | |||||||
| PO BOX 1103 | NEW YORK | NY | 10276 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $23,000 |
| REPOWER FUND | |||||||
| 2639 NICOLLET AVE 220 | MINNEAPOLIS | MN | 55408 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| ROC UNITED | |||||||
| 275 SEVENTH AVE SUITE 1703 | NEW YORK | NY | 10001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $35,000 |
| ROCKEFELLER FAMILY FUNS | |||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| ROOSEVELT INSTITUTE | |||||||
| 570 LEXINGTON AVE 18TH FLOOR | NEW YORK | NY | 10022 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| SAFE AND SOUND | |||||||
| 427 HOMESTEAD RD 2 | HILLSBOROUGH TOWNSHIP | NJ | 08844 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $25,000 |
| SOCIAL AND ENVIRONMENTAL ENTREPREN | |||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| SOLIDAIRE NETWORK INC | |||||||
| 1330 BROADWAY 3RD FLOOR | OAKLAND | CA | 94612 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $100,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $60,000 |
| ST FRANCIS HOSPITAL FOUNDATION | |||||||
| 100 PORT WASHINGTON BLVD | ROSLYN | NY | 11576 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,500,000 |
| STATE INNOVATION EXCHANGE | |||||||
| PO BOX 260230 | MADISON | WI | 53726 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| STATE VOICES | |||||||
| 1625 MASSACHUSETTS AVE NW STE 308 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 |
| TAKE BACK THE COURT | |||||||
| 2370 MARKET STREET 433 | SAN FRANCISCO | CA | 94114 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $35,000 |
| TESSERACT RESEARCH CENTER | |||||||
| 1701 K ST NW STE 750 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $120,000 |
| THANKS TO SCANDINAVA | |||||||
| 366 AMSTERDAM AVE 205 | NEW YORK | NY | 10024 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| THE SAN FRANCISCO FOUNDATION | |||||||
| ONE EMBARCADERO CENTER SUITE 1400 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,300,000 |
| THE WOODEN FLOOR | |||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $5,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,614,000 |
| TRISKELES FOUNDATION | |||||||
| 707 EAGLEVIEW BLVD 105 | EXTON | PA | 19341 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 |
| UNDERGROUND KINDNESS | |||||||
| PO BOX 73 | SANDPOINT | ID | 83864 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $10,000 |
| VERIFIED VOTING FOUNDATION | |||||||
| 1550 BRYANT ST 855 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $75,000 |
| VIDEO VERACITY INC | |||||||
| 3020 ROYAL ST | NEW ORLEANS | LA | 70117 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $20,000 |
| VIOLENCE POLICY CENTER | |||||||
| 1730 RHODE ISLAND AVE NW 1014 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 |
| VIOLENCE PROJECT RESEARCH CENTER | |||||||
| NEW YORK | NEW YORK | NY | 10001 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $40,000 |
| VOTER PARTICIPATION CENTER | |||||||
| 1707 L ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $580,000 |
| WASHINGTON MONTHLY CORP | |||||||
| 630 FIFTH AVENUE SUITE 2200 | NEW YORK | NY | 10111 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 |
| WIN WIN NETWORK | |||||||
| 1511 THIRD AVE 300 | SEATTLE | WA | 98101 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 |
| WISCONSIN ALLIANCE FOR EXCELLENT SCHOOLS | |||||||
| 5329 FAYETTE DR | MADISON | WI | 53713 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $30,000 |
| WISCONSIN VOICES INC | |||||||
| 633 S HAWLEY RD 112 | MILWAUKEE | WI | 53214 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $50,000 |
| WORKING AMERICA EDUCATION FUND | |||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) SOCIAL SER | SUPPORT FOR SOCIAL SERVICE PROGRAMS OR EDUCATIONAL PROGRAMS | $1,550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,221,000 | 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 | $14,958 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,915,911 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $58,084 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,778,665 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,767,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,767,618 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN STEPHEN DAVIS CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WILMINGTON TRUST FSB 100 WILSHIRE B | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,255,338 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FARKOUH, FURMAN & FACCIO LLP | $79,000 | $0 | $79,000 |
| SOBEL & CO., LLC | $13,125 | $0 | $13,125 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANK #6247 - DETAILS IN TAXPAYER'S POSSESSION | $51,554,325 | $51,554,325 |
| US BANK #6775 - DETAILS IN TAXPAYER'S POSSESSION | $43,529,432 | $43,529,432 |
| US BANK #7198 - DETAILS IN TAXPAYER'S POSSESSION | $48,811,386 | $48,811,386 |
| WELLS FARGO - DETAILS IN TAXPAYER'S POSSESSION | $16,246,863 | $16,246,863 |
| US BANK #9393 - DETAILS IN TAXPAYER'S POSSESSION | $7,641,970 | $7,641,970 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BILL PRESS PARTNERS | FMV | $17,537 | $17,537 |
| WELLS FARGO HEDGE FUNDS - DETAILS IN TAXPAYER'S POSSESSION | FMV | $1,423,248 | $1,423,248 |
| YOLEV INVESTMENT LLC | FMV | $8,259,852 | $8,259,852 |
| REV+ ALL, LLC | FMV | $60,083 | $60,083 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FARELLA BRAUN & MARTEL | CategoryTxt |
| Legal Fees | $13,385 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,385 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART | $666,450 | $666,450 | $666,450 |
| ACCRUED DIVIDEND INCOME | $246,472 | $205,448 | $205,448 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2% PORTFOLIO DEDUCTION FROM LYME FOREST FUND | $1,054 | $1,054 | $0 |
| 2% PORTFOLIO DEDUCTION FROM PINEBRIDGE PEP | $20,731 | $20,731 | $0 |
| 2% PORTFOLIO DEDUCTION FROM YOLEV | $47,976 | $47,976 | $0 |
| NON 2% PORTFOLIO DEDUCTION FROM PINEBRIDGE PEP | $10 | $10 | $0 |
| INTEREST EXPENSE FROM YOLEV | $7,185 | $7,185 | $0 |
| INTEREST EXPENSE FROM PINEBRIDGE PEP | $3 | $3 | $0 |
| 2% PORTFOLIO DEDUCTION FROM DBL PARTNERS III LLP | $6,650 | $6,650 | $0 |
| INTEREST EXPENSE FROM DBL PARTNERS III LP | $35 | $35 | $0 |
| 2% PORTFOLIO DEDUCTION FROM PARTNERS GROUP REAL ESTATE SECONDARY | $4,936 | $4,936 | $0 |
| INTEREST EXPENSE FROM PARTNERS GROUP REAL ESTATE SECONDARY | $228 | $228 | $0 |
| OTHER DEDUCTIONS FROM PARTNERS GROUP REAL ESTATE SECONDARY | $59 | $59 | $0 |
| MISCELLANEOUS EXPENSE | $6,290 | $0 | $6,290 |
| OTHER DEDUCTIONS FROM YOLEV INVESTMENTS | $745 | $745 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM THE LYME FOREST FUND III TE, LP | -$3 | -$3 | -$3 |
| ORDINARY INCOME FROM PARTNERS GROUP REAL ESTATE SECONDARY | $280 | $280 | $280 |
| RENTAL INCOME FROM THE LYME FOREST FUND III TE, LP | -$7 | -$7 | -$7 |
| OTHER INCOME FROM YOLEV | $54,950 | $54,950 | $54,950 |
| OTHER INCOME FROM PINEBRIDGE | $1,002 | $1,002 | $1,002 |
| PORTFOLIO INCOME FROM PINEBRIDGE | -$171 | -$171 | -$171 |
| OTHER INCOME FROM PARTNERS GROUP REAL ESTATE SECONDARY | $1,851 | $1,851 | $1,851 |
| ORDINARY INCOME FROM PINEBRIDGE | $734 | $734 | $734 |
| ORDINARY INCOME FROM LIGHTHOUSE | -$700 | -$700 | -$700 |
| PORTFOLIO INCOME FROM YOLEV | $1,996 | $1,996 | $1,996 |
| ORDINARY INCOME FROM BILL PRESS PARTNERS LLC | -$732 | -$732 | -$732 |
| RENTAL INCOME FROM PARTNERS GROUP REAL ESTATE | -$4,094 | -$4,094 | -$4,094 |
| PORTFOLIO INCOME FROM PARTNERS GROUP REAL ESTATE | $1,038 | $1,038 | $1,038 |
| OTHER INCOME FROM WELLS FARGO #7299 | $1,940 | $1,940 | $1,940 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FROM PASS THROUGHS - BOOK TO TAX DIFFERENCES | $1,438,702 |
| UNREALIZED APPRECIATION | $1,120,995 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $628,866 | $628,866 | $0 |
| CONSULTING | $250,480 | $0 | $250,480 |
| OTHER PROFESSIONAL FEES | $31,150 | $0 | $31,150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $366,217 | $0 | $0 |
| FOREIGN TAX WITHHELD | $37,903 | $37,903 | $0 |