STUPSKI FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STUPSKI FOUNDATION (EIN 68-0397103)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-20
- IRS object ID
- 202023259349100507
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-20T14:41:49-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Disaster Relief | FEMA DR-4558-CA | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680397103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUPSKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KARIE DEWAN | InCareOfNm |
| Business Name Control | STUP | BusinessNameControlTxt |
| Phone | 4156554400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY STREET STE 1100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARIE DEWAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4156554400 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M SACARELOS | PreparerPersonNm |
| PTIN | P00082838 | PTIN |
| Phone | 6503654646 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.97.82.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94293920203255000030 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-20 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 97CC481AB9BE88301687A32D5D5E4A6D8D8C6F8C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3400BEC2E097ACCFAEBC01D7CAE84C4D44951235 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $238,777,806 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,393,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,715,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,855,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,609,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,987,349 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56,018 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,248,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,758,876 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,088,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $92,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,005,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,445,940 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $97,275 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,356,165 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $563,053 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $40,550 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $571,537 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,260 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,260 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $167,661 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $68,329 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $68,327 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $804,960 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $428,223 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $402,117 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $80,403 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $49,182 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $200,137 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,512 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $182,625 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $284,901 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,475 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $281,624 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,337,769 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $698,280 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,967,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,026,161 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,526,797 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,860,033 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,500,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,935,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,527,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,526,797 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,795,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,278,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,232,079 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,245,417 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,588,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,588,022 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $161,084 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $115,888 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $115,888 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $65,942,729 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $71,267,408 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $71,267,408 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,975,968 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,326,276 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,326,276 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $148,186,333 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,291,902 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $146,291,902 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,220,639 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,788 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $136,993 | LandBOYAmt |
| Land EOY | $1,165,851 | LandEOYAmt |
| Land EOYFMV | $1,165,851 | LandEOYFMVAmt |
| Other Assets BOY | $7,860,202 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,022,459 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,022,459 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $233,508,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $238,777,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $238,777,806 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $728,501 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,178,866 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,185,460 | GrantsPayableBOYAmt |
| Grants Payable EOY | $22,734,507 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $8,913,961 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,913,373 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $224,594,765 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $214,864,433 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $224,594,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $214,864,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $233,508,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $238,777,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $224,594,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,278,663 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,548,331 | OtherIncreasesAmt |
| Subtotal | $214,864,433 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $214,864,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $41,354,329 | $39,764,826 | $1,589,503 | $1,589,503 |
| PORTFOLIO INVESTMENTS | P | $8,525,395 | $1,857,216 | $6,668,179 | $6,668,179 |
| CAPITAL GAINS FROM 2019 K-1S | P | $5,729,667 | $5,729,667 | $5,729,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,987,349 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,054,509 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $251,696,074 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087624 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,219,394 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $251,080,853 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080529 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,975,688 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $244,014,231 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06547 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,748,109 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $259,848,876 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.025969 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,584,417 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $238,883,770 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073611 | DistributionYr5Rt |
| Total Distribution | 0.333203 | TotalDistributionRt |
| Average Distribution | 0.066641 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $231,789,778 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,446,703 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $162,321 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,609,024 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,979,006 | 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 | $162,321 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $162,321 | SubtotalAmt |
| Tax Based On Investment Income | $162,321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $250,919 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $41,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $291,919 | TotalPaymentsAndCreditsAmt |
| Overpayment | $129,598 | OverpaymentAmt |
| Applied To ES Tax | $129,598 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.STUPSKI.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARIE DEWAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156554400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY ST SUITE 1100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JOYCE L STUPSKI | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | BOARD CHAIR | 10.0 | $0 | $0 | $0 |
| JAMES G B DEMARTINI III | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| KELVIN TAKETA | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| TOM LAYTON | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| GLEN GALAICH | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | CHIEF EXECUTIVE OFFICER | 40.0 | $437,500 | $57,579 | $0 |
| PARAG GUPTA | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | CHIEF PROGRAM OFFICER | 40.0 | $377,500 | $42,765 | $0 |
| KARIE DEWAN | ||||||||
| 90 NEW MONTGOMERY STREET 1100 | SAN FRANCISCO | CA | 94105 | CFO/SECRETARY | 36.0 | $283,500 | $30,878 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| DANIEL TUTTLE | |||||||
| 90 NEW MONTGOMERY SUITE 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.0 | $282,083 | $45,895 |
| ELVIN PADILLA | |||||||
| 90 NEW MONTGOMERY SUITE 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.0 | $231,846 | $39,759 |
| JENNIFER NGUYEN | |||||||
| 90 NEW MONTGOMERY SUITE 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.0 | $208,423 | $30,292 |
| CLAIRE CALLAHAN | |||||||
| 90 NEW MONTGOMERY SUITE 1100 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 40.0 | $160,000 | $26,236 |
| GWYNETH TRIPP | |||||||
| 90 NEW MONTGOMERY SUITE 1100 | SAN FRANCISCO | CA | 94105 | GRANTS MANAGER | 40.0 | $131,664 | $32,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRANSFORMING CARE PARTNERS | |||||
| 2209 9TH AVENUE | SAN FRANCISCO | CA | 94116 | CONSULTATION | $383,514 |
| PATRICK LEE | |||||
| 208 28TH ST 301 | SAN FRANCISCO | CA | 94131 | CONSULTATION | $313,540 |
| HALL CAPITAL PARTNERS LLC | |||||
| ONE MARITIME PLAZA 5TH FLOOR | SAN FRANCISCO | CA | 94111 | INVESTMENT MANAGEMEN | $261,728 |
| SPITFIRE | |||||
| 2300 N STREET NW SUITE 610 | WASHINGTON | DC | 20037 | CONSULTATION | $250,685 |
| LALITHA VAIDYANATHAN | |||||
| 27 ALTA MAY WAY | SAN FRANCISCO | CA | 94121 | CONSULTATION | $229,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 9 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHMENT B | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RESPECTING CHOICES - LOAN TO PROVIDE FUNDS FOR ANNUAL OPERATING EXPENSES | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Total | $200,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $79,784,122 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,598,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $152,937,187 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $235,319,572 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $235,319,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,529,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $231,789,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,589,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,589,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $162,321 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $45,755 | IncomeTaxAmt |
| Total Tax | $208,076 | TotalTaxAmt |
| Distributable Before Adj | $11,381,413 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,381,413 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,381,413 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,795,193 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $200,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $983,813 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $23,979,006 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $162,321 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,816,685 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,381,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,760,783 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,049,537 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,775,704 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,586,024 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,979,006 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $11,381,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,597,593 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,183,617 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $34,183,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,760,783 | ExcessFromYear3Amt |
| Excess From Year2 | $8,049,537 | ExcessFromYear2Amt |
| Excess From Year1 | $9,775,704 | ExcessFromYear1Amt |
| Excess From Current Year | $12,597,593 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE J STUPSKI DECEASED LAW | ContributingManagerNm |
| Contributing Manager | DATED 9201990 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Public Health Institute | |||||||
| 555 12th Street | Oakland | CA | 94607 | N/A | PC | To provide support for the Alameda County Care Alliance (ACCA) project that will deploy a technology solution to coordinate operations, optimize its data collection for value to health systems and health plans, and identify how to market ACCA to those systems and plans. | $200,000 |
| Alameda County Community Food Bank | |||||||
| 7900 Edgewater Drive | Oakland | CA | 94612 | N/A | PC | To provide support to strengthen the nutrition safety net, measure the hunger gap in Alameda County and shift priorities to close it. | $615,000 |
| Alameda County Social Services Agency | |||||||
| 2000 San Pablo Ave | Oakland | CA | 94612 | N/A | GOV | To support new technological tools for CalFresh enrollment in Alameda County. | $76,000 |
| Alameda County Social Services Agency | |||||||
| 2000 San Pablo Ave | Oakland | CA | 94612 | N/A | GOV | To support new technological tools for CalFresh enrollment in Alameda County. | $234,560 |
| Alameda Health System Foundation | |||||||
| 350 Frank H Ogawa Plaza 900 | Oakland | CA | 94612 | N/A | PC | To offset the costs of developing a comprehensive proposal for improving serious illness care programs within the health system. | $75,000 |
| Alameda Health System Foundation | |||||||
| 350 Frank H Ogawa Plaza 900 | Oakland | CA | 94612 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining new interdisciplinary inpatient palliative care at multiple sites. | $783,000 |
| Alameda Point Collaborative | |||||||
| 677 W Ranger Avenue | Alameda | CA | 94501 | N/A | PC | To support research into and deployment of best practices for an integrated health care delivery service model. | $50,000 |
| American Civil Liberties Union Foundation Inc | |||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | N/A | PC | To provide general operating support. | $250,000 |
| American University | |||||||
| 4400 Massachusetts Avenue NW | Washington | DC | 20016 | N/A | PC | To provide support for the Antiracist Research & Policy Center. | $50,000 |
| Article3org | |||||||
| 1007 General Kennedy Avenue Suite | San Francisco | CA | 94129 | N/A | POF | To sponsor Article 3 Advisor's annual Human Rights Day event. | $25,000 |
| Boys Hope Girls Hope | |||||||
| 12120 Bridgeton Square | Bridgeton | MO | 63044 | N/A | PC | To support the ACTION Symposium event at St Louis University. | $20,000 |
| California Budget & Policy Center | |||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | N/A | PC | To provide sponsorship for the Policy Insights 2020 conference. | $25,000 |
| California Budget & Policy Center | |||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | N/A | PC | To provide event sponsorship. | $5,000 |
| California Budget & Policy Center | |||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | N/A | PC | To provide sponsorship for the Policy Insights 2019 conference. | $20,000 |
| California Budget & Policy Center | |||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | N/A | PC | To provide general operating support. | $150,000 |
| California State University East Bay Foundation | |||||||
| 25800 CARLOS BEE BLVD | HAYWARD | CA | 945423000 | N/A | PC | To offset the costs of developing a proposal to implement predictive analytics and proactive advising initiatives. | $168,327 |
| California State University Long Beach Research Fo | |||||||
| 6300 E State University Dr Ste 332 | Long Beach | CA | 90815 | N/A | PC | To support the planning process for a two-year study to identify and test promising practices that help meet the basic needs of students. | $20,000 |
| California State University Sacramento | |||||||
| 6000 J Street | Sacramento | CA | 95819 | N/A | GOV | To provide support for the Department of Student Affairs. | $5,000 |
| Candid | |||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | N/A | PC | To provide philanthropic partner level support. | $3,600 |
| Catholic Charities CYO of the Archdiocese of San F | |||||||
| 1555 39th Avenue | San Francisco | CA | 94122 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $40,000 |
| Icahn School of Medicine at Mount Sinai | |||||||
| 55 West 125 Street Suite 1302 | New York | NY | 10027 | N/A | PC | To provide a sponsorship of the Center to Advance Palliative Care national seminar. | $3,000 |
| Children Now | |||||||
| 1404 FRANKLIN STREET SUITE 700 | Oakland | CA | 94612 | N/A | PC | To support efforts to establish a priority focus on improving child health outcomes and accountability for Early and Periodic Screening, Diagnostic, and Treatment (EPSDT) in Medi-Cal. | $175,000 |
| Chinese Hospital Association | |||||||
| 845 Jackson Street | SAN FRANCISCO | CA | 94133 | N/A | PC | To offset the costs of developing a proposal to strengthen inpatient and outpatient palliative care. | $15,000 |
| Chinese Hospital Association | |||||||
| 845 Jackson Street | SAN FRANCISCO | CA | 94133 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service. | $200,000 |
| Coalition to Transform Advanced Care | |||||||
| 1299 PENNSYLVANIA AVE NW STE 1175 | WASHINGTON | DC | 200042426 | N/A | PC | To provide sponsorship for C-TAC's annual national summit on advanced illness care. | $10,000 |
| Code for America | |||||||
| 972 Mission Street 5th Floor | Washington | DC | 200042426 | N/A | PC | To support testing new programs and scaling existing programs for GetCalFresh in San Francisco and Alameda counties. | $307,500 |
| Compassion & Choices | |||||||
| 101 SW Madison Street 8009 | San Francisco | CA | 94103 | N/A | PC | To support implementation and revisions of the Our Care, Our Choice Act in Hawai`i. | $319,560 |
| Curry Senior Center | |||||||
| 333 Turk Street | Portland | OR | 97207 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $25,000 |
| Eat Learn Play Foundation | |||||||
| 985 3rd St Unit C | San Francisco | CA | 94012 | N/A | PC | To support the Stephen Curry Charity Classic. | $2,000 |
| End Well Foundation | |||||||
| 1901 Avenue of the Stars 16TH Floor | Oakland | CA | 94607 | N/A | PC | To support the 2019 End Well Emerging Ventures Day. | $5,000 |
| Episcopal Community Services of San Francisco | |||||||
| 165 8th Street | Los Angeles | CA | 90067 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $50,000 |
| Exploratorium | |||||||
| Pier 15 The Embarcadero Green St | San Francisco | CA | 94103 | N/A | PC | To provide general operating support. | $500,000 |
| Felton InstituteFamily Service Agency of San Fran | |||||||
| 1500 Franklin Street | San Francisco | CA | 94111 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $25,000 |
| Fresh Approach | |||||||
| 5060 Commercial Circle Ste C | San Francisco | CA | 94109 | N/A | PC | To provide general operating support. | $50,000 |
| GLIDE | |||||||
| 330 Ellis Street | Concord | CA | 94520 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $50,000 |
| Grantmakers In Aging | |||||||
| 2001 Jefferson Davis Highway Suite | San Francisco | CA | 94102 | N/A | PC | To support the EOL/Serious Illness Funders Collaborative. | $50,000 |
| GreatNonprofits | |||||||
| 330 Twin Dolphin Drive 131 | Arlington | VA | 22202 | N/A | PC | To provide support for Census 2020 work. | $100,000 |
| Hawaii Community Foundation | |||||||
| 827 Fort Street Mall | Redwood City | CA | 94065 | N/A | PC | To support an anti-hunger coalition in Hawaii. | $100,000 |
| Hawaii Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To provide support for Census 2020 work. | $100,000 |
| University of Hawaii Foundation | |||||||
| 1314 South King Street Suite B | Honolulu | HI | 96813 | N/A | PC | To support two projects of Hawaii -P-20: the counseling demonstration project and the early college strategic plan. | $250,000 |
| Hawaii Public Television Foundation | |||||||
| 315 Sand Island Access Road | Honolulu | HI | 96814 | N/A | PC | To support an education coordinator and the final evaluation phase for the HIKI NO program. | $135,000 |
| Matter of Trust | |||||||
| 99 Saint Germain Avenue | Honolulu | HI | 96819 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit through the Heart of the City Farmer's Market project. | $52,500 |
| Ho'okua'aina | |||||||
| PO Box 342146 | San Francisco | CA | 94114 | N/A | PC | To support the development of the Sustainable Agriculture and Ahupua?a Certificate and Internship program at Windward Community College. | $100,000 |
| Honolulu Museum of Art | |||||||
| 900 S Beretania Street | Kailua | HI | 96734 | N/A | PC | To support the expansion of the Arts Integrated Education Program. | $330,000 |
| Movement Strategy Center | |||||||
| 436 14TH St Ste 500 | Honolulu | HI | 96814 | N/A | PC | To provide sponsorship support for the State of the Movement 2020: Visionary strategies to build a regenerative economy event. | $5,000 |
| Movement Strategy Center | |||||||
| 436 14TH St Ste 500 | Oakland | CA | 94612 | N/A | PC | To provide membership support to the Justice Funders project. | $13,500 |
| Kaiser Foundation Hospitals | |||||||
| 2701 NW Vaughn St Ste 490 | Oakland | CA | 94612 | N/A | PC | To offset the costs of developing a comprehensive proposal for improving serious illness care programs within the health system. | $75,000 |
| Kaiser Foundation Hospitals | |||||||
| 2701 NW Vaughn St Ste 490 | Portland | OR | 97210 | N/A | PC | To implement serious illness care programs including rollout of home-based palliative care in San Francisco and a variety of caregiver support, advance care planning, and skilled nursing facility pilots in Alameda county. | $1,127,000 |
| San Mateo County Community Colleges Foundation | |||||||
| 3401 Csm Drive | Portland | OR | 97210 | N/A | PC | To support the KCSM-FM program. | $5,000 |
| LIFE ElderCare | |||||||
| 39055 Hastings Street Suite 208 | San Mateo | CA | 94402 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $50,000 |
| Meals on Wheels of San Francisco Inc | |||||||
| 1375 Fairfax Avenue | Fremont | CA | 94538 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit and to identify and develop solutions for homebound seniors to effectively utilize their new monthly CalFresh benefits. | $50,000 |
| Mercy Housing of California | |||||||
| 1256 Market Street | San Francisco | CA | 94124 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $50,000 |
| National Committee on Responsive Philanthropy | |||||||
| 1900 L Street Nw 825 | San Francisco | CA | 94102 | N/A | PC | To provide membership support. | $6,750 |
| National Committee on Responsive Philanthropy | |||||||
| 1900 L Street Nw 825 | Washington | DC | 20036 | N/A | PC | To provide additional membership support. | $25,000 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | Washington | DC | 20036 | N/A | PC | To support the Better California statewide initiative of statewide funders. | $100,000 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | N/A | PC | To provide event sponsorship for Belonging in Practice: How to be Anti-Racist - an evening with Ibram Kendi. | $7,500 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | N/A | PC | To provide a sponsorship for NCG annual conference. | $20,000 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | N/A | PC | To provide membership dues. | $17,500 |
| Oakland Unified School District | |||||||
| 1000 Broadway Ste 450 | San Francisco | CA | 94105 | N/A | GOV | To sponsor guidance counselor orientation sessions. | $20,000 |
| One Degree | |||||||
| 2370 Market Street Suite 162 | Oakland | CA | 94607 | N/A | PC | To provide support for One Degree's operations and scale One Degree's Common App throughout the Bay Area. | $150,000 |
| Open Door Legal | |||||||
| 4634 3rd St | San Francisco | CA | 94114 | N/A | PC | To provide general operating support. | $200,000 |
| Open Medicine Foundation | |||||||
| 29302 Laro Drive | San Francisco | CA | 94124 | N/A | PC | To support research efforts at the Collaborative Research Centers and to support the expansion of fund development infrastructure. | $333,333 |
| Outward Bound California | |||||||
| 1016 Lincoln Blvd Suite 316 | Agoura Hills | CA | 91301 | N/A | PC | To provide general operating support. | $35,000 |
| Pomeroy Recreation & Rehabilitation Center | |||||||
| 207 Skyline Blvd | San Francisco | CA | 94129 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $25,000 |
| San Francisco Achievers | |||||||
| 275 5th Street 3rd Floor | San Francisco | CA | 94132 | N/A | PC | To provide general operating support. | $50,000 |
| San Francisco Achievers | |||||||
| 275 5th Street 3rd Floor | San Francisco | CA | 94103 | N/A | PC | To provide sponsorship for the Pharoah's Court Fall 2019. | $2,500 |
| San Francisco Foundation | |||||||
| One Embarcadero Center Suite 1400 | San Francisco | CA | 94103 | N/A | PC | To support the Partnership for the Bay's Future, Policy Fund. | $200,000 |
| San Francisco Foundation | |||||||
| One Embarcadero Center Suite 1400 | San Francisco | CA | 94111 | N/A | PC | To support membership in the Bay Area Workforce Funders Collaborative (BAWFC) for 2019 to 2020. | $150,000 |
| San Francisco Foundation | |||||||
| One Embarcadero Center Suite 1400 | San Francisco | CA | 94111 | N/A | PC | Contribution to Donor Advised Fund | $500,000 |
| San Francisco General Hospital Foundation | |||||||
| 2789 25th St 2028 | San Francisco | CA | 94111 | N/A | PC | To implement serious illness care programs focused on improving goal-concordant care for oncology patients. | $640,000 |
| San Francisco General Hospital Foundation | |||||||
| 2789 25th St 2028 | San Francisco | CA | 94110 | N/A | PC | To offset the costs of developing a comprehensive proposal for improving serious illness care programs within the health system. | $75,000 |
| San Francisco Jazz Organization | |||||||
| 201 Franklin Street | San Francisco | CA | 94110 | N/A | PC | To provide sponsorship for the 2019 SF Jazz Spring Gala. | $4,800 |
| San Francisco Jazz Organization | |||||||
| 201 Franklin Street | San Francisco | CA | 94102 | N/A | PC | To support the expansion of the Education Department's School Programming. | $1,000,000 |
| San Francisco Jazz Organization | |||||||
| 201 Franklin Street | San Francisco | CA | 94102 | N/A | PC | To provide sponsorship for the 2020 SF Jazz Spring Gala. | $5,525 |
| San Francisco Marin Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94102 | N/A | PC | To support increased food distribution through strategic planning, systems upgrades, research, and optimizing logistics. | $550,000 |
| San Francisco Marin Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | N/A | PC | To provide Benefactor Sponsorship for the One Big Table Event. | $25,000 |
| San Francisco State University | |||||||
| 1600 Holloway Avenue | San Francisco | CA | 94107 | N/A | PC | To offset the costs of developing a proposal to implement predictive analytics and proactive advising initiatives. | $200,000 |
| Self-Help for the Elderly | |||||||
| 731 SANSOME STREET SUITE 100 | San Francisco | CA | 94132 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $50,000 |
| Silicon Valley Community Foundation | |||||||
| 2440 West El Camino Real Suite 300 | San Francisco | CA | 94111 | N/A | PC | To support the Bay Area Census Regional Pooled Fund project. | $500,000 |
| Spark SF Public Schools | |||||||
| 135 Van Ness Avenue Room 119 | Mountain View | CA | 940401498 | N/A | PC | To support Counseling & Post-Secondary Success and/or College and Career Readiness. | $20,000 |
| St Anthony Foundation | |||||||
| 150 Golden Gate Avenue | San Francisco | CA | 94102 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $50,000 |
| ValleyCare Charitable Foundation | |||||||
| 111 East Stanley Blvd | San Francisco | CA | 94102 | N/A | PC | To offset the costs of developing a proposal to stand up inpatient palliative care. | $15,000 |
| Stanford University | |||||||
| Development Services 326 Galvez Str | Livermore | CA | 94550 | N/A | PC | To evaluate the implementation and effectiveness of health system-led serious illness care programming funded by the Stupski Foundation, informing future grant making strategy. | $220,695 |
| Stanford University | |||||||
| Development Services 326 Galvez Str | Stanford | CA | 94305 | N/A | PC | To sponsor the Data on Purpose conference. | $25,000 |
| Stanford University | |||||||
| Development Services 326 Galvez Str | Stanford | CA | 94305 | N/A | PC | To sponsor SSIR's Nonprofit Management Institute conference. | $20,000 |
| Stanford University | |||||||
| Development Services 326 Galvez Str | Stanford | CA | 94305 | N/A | PC | To create a Kinder Ready Clinic implementation model for pediatric clinics and develop a texting program for parents to use for their 2 to 3 year old children. | $218,000 |
| Stanford University | |||||||
| Development Services 326 Galvez Str | Stanford | CA | 943055101 | N/A | PC | To create a Kinder Ready Clinic implementation model for pediatric clinics and develop a texting program for parents to use for their 2 to 3 year old children. | $233,000 |
| Stanford University | |||||||
| Development Services 326 Galvez Str | Stanford | CA | 943055101 | N/A | PC | To create a Kinder Ready Clinic implementation model for pediatric clinics and develop a texting program for parents to use for their 2 to 3 year old children. | $233,290 |
| Stanford University | |||||||
| Development Services 326 Galvez Str | Stanford | CA | 943055101 | N/A | PC | To create a Kinder Ready Clinic implementation model for pediatric clinics and develop a texting program for parents to use for their 2 to 3 year old children. | $578,110 |
| Summer Search | |||||||
| 101 Howard St Ste 250 | Stanford | CA | 943055101 | N/A | PC | To support the 30th anniversary Gala. | $10,000 |
| Sutter Bay Medical Foundation | |||||||
| 795 El Camino Real | San Francisco | CA | 94105 | N/A | PC | To implement serious illness care programs extending home-based palliative care coverage in Alameda county. | $866,000 |
| Sutter Bay Medical Foundation | |||||||
| 795 El Camino Real | Palo Alto | CA | 94301 | N/A | PC | To offset the costs of developing a comprehensive proposal for improving serious illness care programs within the health system. | $75,000 |
| Teach for America - Hawai'i | |||||||
| 500 Ala Moana Blvd Suite 3-580 | Palo Alto | CA | 94301 | N/A | PC | To support program development throughout the state of Hawaii. | $100,000 |
| The Justice & Diversity Center of the Bar Associat | |||||||
| 301 Battery Street 3rd Floor | Honolulu | HI | 96813 | N/A | PC | To assist SSI recipients to apply for CalFresh and support them through final approval of benefit. | $25,000 |
| uAspire | |||||||
| 31 Milk Street Suite 900 | San Francisco | CA | 94111 | N/A | PC | To support text-based advising to San Francisco Unified School District students. | $147,610 |
| The Regents of the University of California San F | |||||||
| 220 Montgomery St Fl 5 | Boston | MA | 02109 | N/A | PC | To support the implementation, scaling and sustainability of proven clinical models to detect and treat toxic stress and promote resilience amongst children aged 0-3 in San Francisco and Alameda counties. | $1,000,000 |
| The Regents of the University of California San F | |||||||
| 220 Montgomery St Fl 5 | San Francisco | CA | 94104 | N/A | PC | To implement serious illness care programs including systemwide screening of patients for various needs and appropriate referral to tailored services. | $470,000 |
| The Regents of the University of California San F | |||||||
| 220 Montgomery St Fl 5 | San Francisco | CA | 94104 | N/A | PC | To offset the costs of developing a comprehensive proposal for improving serious illness care programs within the health system. | $75,000 |
| United Way Bay Area | |||||||
| 550 Kearny Street Suite 1000 | San Francisco | CA | 94104 | N/A | PC | To support the planning process and initial pilot of a one-stop, SparkPoint Center at Chabot College. | $50,000 |
| VitalTalk | |||||||
| 600 1st Ave Ste 500C | San Francisco | CA | 94108 | N/A | PC | To support the Bay Area Hub and business development capabilities in order to increase institutional contracts with San Francisco and Alameda County health systems. | $100,000 |
| VitalTalk | |||||||
| 600 1st Ave Ste 500C | Seattle | WA | 98104 | N/A | PC | To support the Bay Area Hub and business development capabilities in order to increase institutional contracts with San Francisco and Alameda County health systems. | $100,000 |
| Wai-anae Community Re-Development Corporation DBA | |||||||
| P O Box 441 | Seattle | WA | 98104 | N/A | PC | To support the expansion the youth education program and fund the due diligence and closing costs for a 21-acre farmland purchase. | $250,000 |
| Washington Hospital Healthcare Foundation | |||||||
| 2000 Mowry Avenue | Waianae | HI | 967920441 | N/A | PC | To offset the costs of developing a proposal to stand up outpatient palliative care. | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,935,160 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alameda County Community Food Bank | |||||||
| PO Box 2599 | Oakland | CA | 94614 | N/A | PC | To provide support to strengthen the nutrition safety net, measure the hunger gap in Alameda County and shift priorities to close it. | $675,000 |
| Alameda Health System | |||||||
| 350 Frank H Ogawa Plaza 900 | Oakland | CA | 94612 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining new interdisciplinary inpatient palliative care at multiple sites. | $498,000 |
| Alameda Health System | |||||||
| 350 Frank H Ogawa Plaza 900 | Oakland | CA | 94612 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining new interdisciplinary inpatient palliative care at multiple sites. | $719,000 |
| California State University East Bay | |||||||
| 25800 CARLOS BEE BLVD | HAYWARD | CA | 945423000 | N/A | PC | To support the development and implementation of predictive analytics and proactive advising. | $1,333,334 |
| California State University East Bay | |||||||
| 25800 CARLOS BEE BLVD | HAYWARD | CA | 945423000 | N/A | PC | To support the development and implementation of predictive analytics and proactive advising. | $1,333,333 |
| California State University East Bay | |||||||
| 25800 CARLOS BEE BLVD | HAYWARD | CA | 945423000 | N/A | PC | To support the development and implementation of predictive analytics and proactive advising. | $1,333,333 |
| Center for Ecoliteracy | |||||||
| 2150 Allston Way Suite 270 | Berkeley | CA | 94704 | N/A | PC | To support assisting Oakland Unified School District's efforts to successfully operationalize the new Central Kitchen. | $50,000 |
| Chinese Hospital Association | |||||||
| 845 Jackson Street | San Francisco | CA | 94133 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service. | $200,000 |
| Chinese Hospital Association | |||||||
| 845 Jackson Street | San Francisco | CA | 94133 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service. | $200,000 |
| Comfort Homesake Inc | |||||||
| 6955 Foothill Blvd | Oakland | CA | 94605 | N/A | PC | To expand outreach to the Latinx community in Alameda county and identify additional partners willing to participate in providing community health care resources for advance care planning. | $50,000 |
| Community Foods | |||||||
| 3105 San Pablo Ave | Oakland | CA | 94608 | N/A | PC | To support innovating CalFresh point of sale and outreach through the Community Foods Market project. | $40,000 |
| Compassion & Choices | |||||||
| 101 Sw Madison St Unit 8009 | Portland | OR | 97207 | N/A | PC | To support implementation and revisions of the Our Care, Our Choice Act in Hawai`i. | $128,640 |
| East Bay Community Foundation | |||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative. | $150,000 |
| East Bay Community Foundation | |||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative. | $150,000 |
| East Bay Community Foundation | |||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative. | $150,000 |
| East Bay Community Foundation | |||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative. | $150,000 |
| East Bay Community Foundation | |||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative. | $150,000 |
| Family Caregiver Alliance | |||||||
| 101 Montgomery Street Suite 2150 | SAN FRANCISCO | CA | 94104 | N/A | PC | To provide breakfast sponsorship for the Alameda County Caregiver Convening on January 24, 2020. | $2,600 |
| Hawai'i Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To strengthen the early childhood workforce?s ability to address childhood trauma and address systemic barriers to improving behavioral health supports and services in Hawai`i through the Promising Minds Initiative. | $100,000 |
| Hawai'i Community Foundation | |||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | To strengthen the early childhood workforce?s ability to address childhood trauma and address systemic barriers to improving behavioral health supports and services in Hawai`i through the Promising Minds Initiative. | $100,000 |
| Hawai'i Public Television Foundation | |||||||
| 315 Sand Island Access Road | Honolulu | HI | 96819 | N/A | PC | To support an education coordinator and the final evaluation phase for the HIKI NO program. | $100,000 |
| Ho'okua'aina | |||||||
| PO Box 342146 | Kailua | HI | 96734 | N/A | PC | To support the development of the Sustainable Agriculture and Ahupua?a Certificate and Internship program at Windward Community College. | $100,000 |
| Honolulu Museum of Art | |||||||
| 900 S Beretania Street | Honolulu | HI | 96814 | N/A | PC | To support the expansion of the Arts Integrated Education Program. | $370,000 |
| Kaiser Permanente | |||||||
| 2701 Nw Vaughn St Ste 490 | Portland | OR | 97210 | N/A | PC | To implement serious illness care programs including rollout of home-based palliative care in San Francisco and a variety of caregiver support, advance care planning, and skilled nursing facility pilots in Alameda county. | $913,000 |
| Kaiser Permanente | |||||||
| 2701 Nw Vaughn St Ste 490 | Portland | OR | 97210 | N/A | PC | To implement serious illness care programs including rollout of home-based palliative care in San Francisco and a variety of caregiver support, advance care planning, and skilled nursing facility pilots in Alameda county. | $1,460,000 |
| LeadersUp | |||||||
| P O Box 862190 | Los Angeles | CA | 900862190 | N/A | PC | To design, test, and deploy programming that connects local youth to middle-skill career pathways at Laney College while building the capacity of the Laney College Career Center. | $200,000 |
| Open Medicine Foundation | |||||||
| 29302 Laro Drive | Agoura Hills | CA | 91301 | N/A | PC | To support research efforts at the Collaborative Research Centers and to support the expansion of fund development infrastructure. | $333,334 |
| Open Medicine Foundation | |||||||
| 29302 Laro Drive | Agoura Hills | CA | 91301 | N/A | PC | To support research efforts at the Collaborative Research Centers and to support the expansion of fund development infrastructure. | $333,333 |
| Othering & Belonging Institute | |||||||
| 2195 Hearst Ave Rm 120 | Berkeley | CA | 94720 | N/A | PC | To provide support for the Othering & Belonging Institute. | $5,000 |
| San Francisco General Hospital Foundation | |||||||
| 2789 25th St 2028 | San Francisco | CA | 94110 | N/A | PC | To implement serious illness care programs focused on improving goal-concordant care for oncology patients. | $975,600 |
| San Francisco General Hospital Foundation | |||||||
| 2789 25th St 2028 | San Francisco | CA | 94110 | N/A | PC | To implement serious illness care programs focused on improving goal-concordant care for oncology patients. | $925,000 |
| San Francisco Marin Food Bank | |||||||
| 900 Pennsylvania Avenue | San Francisco | CA | 94107 | N/A | PC | To support increased food distribution through strategic planning, systems upgrades, research, and optimizing logistics. | $550,000 |
| San Francisco State University | |||||||
| 1600 Holloway Avenue | San Francisco | CA | 94132 | N/A | PC | To support the development and implementation of predictive analytics and proactive advising. | $1,137,333 |
| San Francisco State University | |||||||
| 1600 Holloway Avenue | San Francisco | CA | 94132 | N/A | PC | To support the development and implementation of predictive analytics and proactive advising. | $1,137,333 |
| San Francisco State University | |||||||
| 1600 Holloway Avenue | San Francisco | CA | 94132 | N/A | PC | To support the development and implementation of predictive analytics and proactive advising. | $1,137,334 |
| Streetwyze | |||||||
| 722 Hillgirt Cir Apt 1 | Oakland | CA | 94610 | N/A | PC | To support collaboration with Alameda County Community Food Bank to ground truth food security data. | $250,000 |
| Sutter Health | |||||||
| 795 El Camino Real | Palo Alto | CA | 94301 | N/A | PC | To implement serious illness care programs extending home-based palliative care coverage in Alameda county. | $1,595,000 |
| Sutter Health | |||||||
| 795 El Camino Real | Palo Alto | CA | 94301 | N/A | PC | To implement serious illness care programs extending home-based palliative care coverage in Alameda county. | $1,039,000 |
| Teach for America - Hawai'i | |||||||
| 25 Broadway 12th Floor | New York | NY | 10004 | N/A | PC | To support program development throughout the state of Hawaii. | $100,000 |
| The Center for Dying and Living | |||||||
| PO Box 316 | Bolinas | CA | 94924 | N/A | PC | To collect fifty patient stories from local people affected by serious illness that will seed the The Center for Dying and Living project?s Library for Dying and Living. | $30,000 |
| UCSF Benioff Children's Hospital | |||||||
| 220 Montgomery St Fl 5 | San Francisco | CA | 94104 | N/A | PC | To support the implementation, scaling and sustainability of proven clinical models to detect and treat toxic stress and promote resilience amongst children aged 0-3 in San Francisco and Alameda counties. | $950,000 |
| UCSF Division of Palliative Care Medicine | |||||||
| 220 Montgomery St Fl 5 | San Francisco | CA | 94104 | N/A | PC | To implement serious illness care programs including systemwide screening of patients for various needs and appropriate referral to tailored services. | $510,000 |
| UCSF Division of Palliative Care Medicine | |||||||
| 220 Montgomery St Fl 5 | San Francisco | CA | 94104 | N/A | PC | To implement serious illness care programs including systemwide screening of patients for various needs and appropriate referral to tailored services. | $520,000 |
| Washington Hospital Healthcare System | |||||||
| 2000 Mowry Avenue | Fremont | CA | 94538 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service. | $166,666 |
| Washington Hospital Healthcare System | |||||||
| 2000 Mowry Avenue | Fremont | CA | 94538 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service. | $166,666 |
| Washington Hospital Healthcare System | |||||||
| 2000 Mowry Avenue | Fremont | CA | 94538 | N/A | PC | To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service. | $166,668 |
| Zitter Family Project | |||||||
| 1014 Torney Avenue | San Francisco | CA | 94129 | N/A | PC | To support the Zitter Media Fund program of the Zitter Family Project to activate and support caregivers in the Bay Area by creating educational materials accompanying the short documentary The Final Journey and testing them with a variety of local audiences. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $22,734,507 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,393,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $123,751 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,582,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $149,228 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $272,979 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,975,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,248,358 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $100,260 | $34,628 | $34,627 |
| AUDIT FEES | $67,401 | $33,701 | $33,700 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,475 SHS BERKSHIRE HATHAWAY | $334,088 | $334,088 |
| 12,325 SHS COMCAST CORP | $554,255 | $554,255 |
| 3,325 SHS ECOLAB INC | $641,692 | $641,692 |
| 8,625 SHS EXPEDITORS INTL | $672,922 | $672,922 |
| 21,550 SHS FASTENAL CO | $796,272 | $796,272 |
| 4,500 SHS NIKE INC | $455,895 | $455,895 |
| 9,725 SHS PAYCHEX INC | $827,209 | $827,209 |
| 13,450 SHS PROGRESSIVE CORP-OH | $973,646 | $973,646 |
| 1,225 REGENERON PHARMA INC | $459,963 | $459,963 |
| 2,950 SHS UNION PACIFIC CORP | $533,330 | $533,330 |
| 9,400 SHS WELLS FARGO & CO | $505,720 | $505,720 |
| 8,450 SHS BROOKFIELD ASSET MGM | $488,410 | $488,410 |
| 2,200 SHS CORE LABS NV | $82,874 | $82,874 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $71,267,408 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $71,267,408 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (61 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACACIA PARTNERS LP | $7,990,785 | $7,990,785 |
| AMANSA FUND, LTD | $4,102,395 | $4,102,395 |
| AMERICAN STEADFAST, LP | $6,055,821 | $6,055,821 |
| BAUPOST VALUE PARTNERS II | $5,818,484 | $5,818,484 |
| BRACEBRIDGE BIL, LTD | $7,734,493 | $7,734,493 |
| BROOKSIDE CAYMAN, LTD - CLASS | ||
| 2-A2, SERIES 184 | $2,995 | $2,995 |
| BUENA VISTA ASIAN OPP FUND | $3,513,161 | $3,513,161 |
| CANYON VALUE REALIZATION FUND | ||
| (CAYMAN) LTD. - CLASS A | $8,928,596 | $8,928,596 |
| CEVIAN CAPITAL II LTD | $4,889,567 | $4,889,567 |
| DRAWBRIDGE SPECIAL | ||
| OPPORTUNITIES FUND LP | $6,920,979 | $6,920,979 |
| ETON PARK FUND, LP | $10,108 | $10,108 |
| FARALLON CAPITAL | ||
| INSTITUTIONAL PARTNERS | $8,695,021 | $8,695,021 |
| FIRST RESERVE FUND XI, LP | $61,329 | $61,329 |
| FORTRESS CREDIT OPPORTUNITIES | ||
| FUND II (A) LP | $367,729 | $367,729 |
| FORTRESS CREDIT OPPORTUNITIES | ||
| FUND II (B) LP | $591,980 | $591,980 |
| GENERATION IM CLIMATE | ||
| SOLUTIONS FUND LP | $219,579 | $219,579 |
| GENERATION IM GLOBAL EQUITY | ||
| FUND, LLC | $10,306,264 | $10,306,264 |
| GMO MUTUAL FUNDS | $15,188,913 | $15,188,913 |
| GOLDEN GATE CAPITAL II, LLC | $43,771 | $43,771 |
| ANNEX FUND II, LP | $7,003 | $7,003 |
| GRANITE VENTURES | $38,443 | $38,443 |
| GS MOUNT KELLETT CAPITAL | ||
| PARTNERS LP | $130,065 | $130,065 |
| HCIF OFFSHORE, LP | $8,993,817 | $8,993,817 |
| HCP ABSOLUTE RETURN FUND | ||
| OFFSHORE FEEDER, L.P. | $8,539,788 | $8,539,788 |
| HCP CHINA CAPITAL APPREC. FUND | $2,444,927 | $2,444,927 |
| HCP VF IX INVESTORS LP | $20,460 | $20,460 |
| HCP WPPE X INVESTORS, LLC | $1,292,477 | $1,292,477 |
| JC FLOWERS I LP | $260,551 | $260,551 |
| JC FLOWERS II LP | $1,771 | $1,771 |
| JC FLOWERS III-B LP | $843,498 | $843,498 |
| KOHLBERG TE INVESTORS IV, LP | $428,350 | $428,350 |
| KOHLBERG TE INVESTORS VI, LP | $53,725 | $53,725 |
| KOHLBERG V, LP | $34,004 | $34,004 |
| LUXOR CAPITAL PARTNERS OFFSHOR | $6,171,467 | $6,171,467 |
| MOUNT KELLETT CAPITAL PARTNERS | ||
| (CAYMAN) II, LP | $206,752 | $206,752 |
| OAKMARK | ||
| INTERNATIONAL EQUITY L.P. | $4,155,850 | $4,155,850 |
| PROSPECT HARBOR PARTNERS | $10,824 | $10,824 |
| ROCKPOINT REAL ESTATE FUND III | $94,531 | $94,531 |
| SAIF III, LP | $3,455,971 | $3,455,971 |
| TACONIC OPPORTUNITY OFFSHORE | ||
| FD LTD CLASS A-NR SERIES 1 | $8,510,494 | $8,510,494 |
| TENASKA PF II, LP | $57,443 | $57,443 |
| TIFF PARTNERS III, LLC | $24,130 | $24,130 |
| TIFF PARTNERS IV, LLC | $9,918 | $9,918 |
| TPG BIOTECHNOLOGY II | $98,190 | $98,190 |
| VALUEACT CAPITAL | ||
| INTERNATIONAL I, LP | $8,576,910 | $8,576,910 |
| WEST FACE LONG TERM | ||
| OPPORTUNITIES FUND LTD | $388,573 | $388,573 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| REVIEW OF CONTRACTS | $24,260 | $24,260 |
| AND AGREEMENTS |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST/DIVIDEND RECEIVABLE | $117,912 | $121,967 | $121,967 |
| INVESTMENT RECEIVABLE | $7,488,431 | $10,004,561 | $10,004,561 |
| OTHER RECEIVABLE | $17,775 | $215,690 | $215,690 |
| LOAN-WAI'ANAE COMMUNITY REDEV | $236,084 | $249,069 | $249,069 |
| EXCISE AND UBTI TAX RECEIVABLE | $0 | $243,552 | $243,552 |
| LOAN-RESPECTING CHOICES | $0 | $187,620 | $187,620 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER OPERATING EXPENSES | $12,537 | $1,097 | $10,159 |
| CONSULTANTS | $1,747,326 | $1,795,916 | |
| DEFERRED FEDERAL EXCISE TAX | $329,462 | ||
| INSURANCE | $12,813 | $1,121 | $11,692 |
| MATERIAL AND SUPPLIES | $16,945 | $1,482 | $13,811 |
| MEDIA AND MEMBERSHIP | $43,150 | $43,150 | |
| TELEPHONE | $15,446 | $1,351 | $14,095 |
| LOSS ON ABANDONED PROPERTIES | $72,888 | ||
| SCH K-1 PARTNERSHIP EXPENSES | $685,599 | ||
| TECHNOLOGY SUPPLIES & SUPPORT | $87,202 | $7,630 | $78,805 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SCH K-1 PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $56,018 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $13,548,331 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc |
|---|
| CAFETERIA PLAN |
| 401(K) PLAN |
| UNITRUST PAYMENT |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT SERVICES | $420,152 | $420,251 | $0 |
| OTHER PROFESSIONAL FEES | $384,808 | $7,972 | $402,117 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE & UBTI TAX | $59,798 | |
| FOREIGN TAX PAID | $80,403 |