2020-11-12T08:44:42-08:00 2019-12-31 942861940 Bregante Company LLP CPAs 301 Battery St 2 Mezzanine San Francisco CA 94111 990PF 2019-01-01 200882784 ELBRIDGE STUART FOUNDATION DBA STUART FOUNDATION ELBR 4153931551 500 WASHINGTON STREET 8TH FLOOR SAN FRANCISCO CA 94111 BRAD SINK CFO 4153931551 2020-11-12 true Diana Sosa P00290785 4157771001 2019 2021-04-22 16:20:28Z X 557208908 X X 154 154 7893167 7893167 14447158 37811899 14447158 5051414 5047178 27391893 27387657 1099798 98982 1000816 1986913 178822 1808091 994059 72750 921309 41284 41284 90697 65000 25697 6734629 6215888 518741 1364566 141469 8249 692787 40395 652393 319028 7604 311424 454012 42962 411049 13919242 6730652 5690804 21411145 22442335 35330387 6730652 28133139 -7938494 20657005 281397 292685 292685 5045087 9625540 5045087 5045087 40000 668696 883293 883293 43238323 40497580 42704606 344402454 351302735 507920249 5128868 4765880 458364 362988 362988 398714774 398384368 557208908 741143 637993 5782000 5232000 7000000 1645063 2906301 8168206 15776294 X 390471876 74692 390546568 382608074 398714774 398384368 390546568 -7938494 382608074 382608074 ALT INVESTMENTS REALIZED GAINS P 2010-01-01 2019-12-31 35763174 22341641 13421533 13421533 NON-ALT INVESTMENTS REALIZED GAINS P 2000-01-01 2019-12-31 2048545 1023100 1025445 1025445 SECURITIES LITIGATION PROCEEDS P 2019-01-01 2019-12-31 180 180 180 14447158 false 25508809 446064591 0.05719 26659304 535174574 0.04981 23953950 502596987 0.04766 25323548 445982204 0.05678 24925836 460558868 0.05412 0.265563 0.053113 486372610 25832708 206570 26039278 28133139 X 206570 206570 206570 764329 764329 X 557759 557759 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 380319 73889 600 DAVID BARLOW 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 President & Sec 60.00 305889 37991 350 BRAD SINK 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Treasurer & CFO 60.00 242000 58160 600 SUSAN LITTLE 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 DIREC - PROG&GRANT 60.00 216000 50424 3034 WENDY CHANG 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 PROGRAM DIR- DSYF 60.00 215300 75643 456 AVI KHULLAR 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 DIR. IMPACT&LEARN 60.00 146000 46586 704 DELIA REID 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 PROG&COM OFFICER 60.00 132969 55774 781 JADE NELSON 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 GRANT&OP MNG 60.00 136000 55196 703 8 ADAGE CAPITAL MANAGEMENT LP 200 CLARENDON STREET 52ND FLOOR BOSTON MA 02116 FUND MANAGEMENT 1793024 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 370911 CEDAR ROCK 11 BROADWAY STE 965 NEW YORK NY 10004 FUND MANAGEMENT 270714 RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA A 800 THIRD AVENUE NEW YORK NY 100227604 FUND MANAGEMENT 666228 26 To develop a strategy to advance the use of performance assessment in California over the next three to five years.THE PROJECT TITLES: PLANNING FOR PERFORMANCE ASSESSMENT SYSTEMS IN CALIFORNIA 60000 To create the Stuart Foundation Principalship Learning Network to bring together principals, teacher leaders, scholars, and principal training and professional support programs to investigate and share learning about the conditions for sustaining excellent school leaders.PROJECT TITLE IS - Principalship Learning Network 200000 To support Stuart Foundation staff to work in partnership with the Chicago Public Educaiton Fund (The Fund) to design and host a learning visit in spring 2020PROJECT TITLE IS - Chicago Learning Visit 235000 To support one or more study tours to accelerate and solidify California's system of continuous improvement.PROJECT TITLE IS - CI STudy Tour(s) 120000 68071731 154555 425553013 493779299 73987349 493779299 7406689 486372610 24318631 24318631 206570 206570 24112061 24112061 24112061 28133139 28133139 206570 27926569 24112061 2524588 3663330 592937 3832113 10612968 28133139 0 24112061 4021078 14634046 0 2524588 12109458 3663330 592937 3832113 4021078 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 22442335 22442335 See statement 20 ADDRESS AS SHOWN IN STATEMENT 20 SAN FRANCISCO CA 94111 See Statement 20 5232000 5232000 14 154 14 7893167 18 14446978 180 OTHER INCOME 1 5051414 27391713 180 27391893 false false false false false false false false false false ACCOUNTING FEES 90697 65000 0 25697 MICHAEL FULLAN ENTERPRISES INC 498 ST CLAIR AVENUE E TORONTO ONTARIO CA M4T 1P7 2018-06-18 270000 TO SUPPORT THE PROF. CAPITAL MODEL IN CA SCHOOL DISTRICTS No Interim 8/30/18, 1/15/19, 6/30/19 We do not have any reason to doubt the validity of Fullans reports, therefore no verification was necessary. CATCHAFIRE 31 EAST 32ND STREET 3RD FLOOR NEW YORK NY 10016 2019-02-06 50000 FOR FOUNDATION PARTNERS TO PARTICIPATE IN BUILDING COLLAB. No 01/31/2020 We do not have any reason to doubt the validity of Catchafires reports, therefore no verification was necessary. INTERNATIONAL EQUITIES 40497580 42704606 ALTERNATIVE INVESTMENTS AT COST 336644819 493248993 SHORT TERM INVESTMENTS AT COST 14661431 14671256 MISCELLANEOUS ADJUSTMENT AT COST 3515 Furniture and Fixtures 1084906 1054963 29943 29943 Machinery and Equipment 694411 530560 163851 163850 Improvements 3349551 3180357 169194 169195 LEGAL FEES 41284 0 0 41284 7000000 CAPITAL PURCHASES$2,500 79445 4632 74813 COMMUNICATIONS TECHNOLOGY 108810 6344 102466 INSURANCE 41266 2406 38859 MAINTENANCE/REPAIRS 29383 1713 27670 MEMBERSHIP DUES 10470 610 9860 MISCELLANEOUS 639 38 603 OFFICE SUPPLIES & PRINTING 50634 2952 47682 OPERATING LEASES 1546 90 1455 POSTAGE 1798 105 1693 RECRUITING 81626 21250 60376 STAFF/PROFESSIONAL DEVELOPMENT 45762 2668 43093 SUBSCRIPTIONS/BOOKS 2633 154 2479 OTHER INCOME 5051414 DEFERRED EXCISE TAXES 1645063 2906301 COMPUTER SERVICES 181712 10595 0 171117 CONSULTING FEES 347624 0 0 347624 INVESTMENT FUND EXPENSES 2654883 2654883 0 0 INVESTMENT MANAGEMENT FEE 3550410 3550410 0 0 Description: ALTERNATIVE INVESTMENTS Percentage: 90.0 Asset FMV: XXX-XX-XXXX Discount: 73987349 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 1364566