SWIG FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SWIG FOUNDATION (EIN 94-6065205)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-02
- IRS object ID
- 202032769349100413
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-02T18:10:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946065205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWIG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWIG | BusinessNameControlTxt |
| Phone | 4152911100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET SUITE 950 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN FERRIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4152911100 | PhoneNum |
| Signature | 2020-09-28 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.99.42.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-28 | IPDt |
| IP Tm | 18:24:10 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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 | $14,177,410 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $105,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,528 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $129,620 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $129,620 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $129,620 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $22,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,551 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $430 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $430 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $258,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $258,129 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $598 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $598 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $15,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,297 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $202 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,580 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $960,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $960,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,003,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $960,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$745,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $215,154 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,329 | CashBOYAmt |
| Cash EOY | $323,844 | CashEOYAmt |
| Cash EOYFMV | $323,844 | CashEOYFMVAmt |
| Corporate Stock BOY | $796,274 | CorporateStockBOYAmt |
| Corporate Stock EOY | $872,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $980,317 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,332,533 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,740,979 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,759,614 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $842,365 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $455,134 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $387,231 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $387,231 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,200,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,360,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,895,637 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,913,635 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,966,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,220,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,177,410 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,966,171 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,220,523 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,966,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,220,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,966,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,220,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,966,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$745,648 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,220,523 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,220,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| HCP Full Consequence Invest. Fund | P | -$50,861 | -$50,861 | |
| WGI Emerging Markets Fund | P | -$141 | -$141 | |
| WGI Emerging Markets Fund | P | $62,980 | $62,980 | |
| HCP Private Equity Fund VIII | P | $2,293 | $2,293 | |
| HCP Private Equity Fund VIII | P | -$75 | -$75 | |
| TTC Private Equity Partners, LP | P | $9 | $9 | |
| Capital Gains Dividends | P | $8,346 | $8,346 | $8,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,551 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $938,901 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,783,522 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063510 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $948,805 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,535,013 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065277 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $958,985 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,828,958 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069346 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $967,091 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,059,402 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064218 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $919,207 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,440,302 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059533 | DistributionYr5Rt |
| Total Distribution | 0.321884 | TotalDistributionRt |
| Average Distribution | 0.064377 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,466,584 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $931,315 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $933,467 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $960,600 | 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 | $2,152 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,152 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,632 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,632 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,480 | OverpaymentAmt |
| Applied To ES Tax | $9,480 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 | CAROLYN FERRIS | IndividualWithBooksNm |
| Phone | 4152911100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET SUITE 950 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN SWIG | ||||||||
| 220 MONTGOMERY STREET SUITE 950 | SAN FRANCISCO | CA | 94104 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CAROLYN ZECCA FERRIS | ||||||||
| 220 MONTGOMERY STREET SUITE 950 | SAN FRANCISCO | CA | 94104 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN WATKINS | ||||||||
| 220 MONTGOMERY STREET SUITE 950 | SAN FRANCISCO | CA | 94104 | TRUSTEE | 0.00 | $0 | $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 |
|---|---|---|---|---|---|
| WESTWOOD GLOBAL INVESTMENT | |||||
| 99 SUMMER STREET SUITE 1130 | BOSTON | MA | 02110 | INVESTMENT MANAGMENT SERVICES | $0 |
| HALL CAPITAL MANAGEMENT | |||||
| ONE MARITIME PLAZA SUITE 500 | SAN FRANCISCO | CA | 94111 | INVESTMENT MANAGMENT SERVICES | $0 |
| TIEDEMANN TRUST COMPANY | |||||
| 1201 NORTH MARKET STREET | WILMINGTON | DE | 19801 | INVESTMENT MANAGMENT SERVICES | $0 |
| 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 | $13,132,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $354,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,686,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,686,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,466,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $723,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $723,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,152 | TotalTaxAmt |
| Distributable Before Adj | $721,177 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $721,177 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $721,177 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $960,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $960,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,152 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $958,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $721,177 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $150,314 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $218,291 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $271,307 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $215,946 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $203,741 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,059,599 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $960,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $721,177 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $239,423 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,299,022 | 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 | $150,314 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,148,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $218,291 | ExcessFromYear4Amt |
| Excess From Year3 | $271,307 | ExcessFromYear3Amt |
| Excess From Year2 | $215,946 | ExcessFromYear2Amt |
| Excess From Year1 | $203,741 | ExcessFromYear1Amt |
| Excess From Current Year | $239,423 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROLYN FERRIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MONTGOMERY STREET SUITE 950 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4152911100 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (245 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAN FRANCISCO ART INSTITUTE | |||||||
| 800 CHESTNUT STREET | SAN FRANCISCO | CA | 94133 | None | Public Charity | Dedicated to the intrinsic value of art and its vital role in shaping and enriching society and the individual. | $10,000 |
| UC DAVIS- CTR FOR THE MIND & BRAIN | |||||||
| 267 COUSTEAU PLACE | DAVIS | CA | 95618 | None | Public Charity | A research and training unit dedicated to understanding the nature of the human mind from interdisciplinary perspectives. | $500 |
| AUDUBON CANYON RANCH | |||||||
| PO BOX 577 | STINSON BEACH | CA | 94970 | None | Public Charity | Inspired and informed communities use scientific knowledge to build a resilient, sustainable society that respects the intrinsic value of our natural world. | $500 |
| URBAN SCHOOL | |||||||
| 1563 PAGE STREET | SAN FRANCISCO | CA | 94117 | None | Public Charity | Pioneer an inspiring educational model that fosters deep and lifelong learning, exceptional teaching, and a strong culture enhanced by diverse backgrounds and ideas. | $5,000 |
| INSIGHT MEDITATION SOCIETY | |||||||
| 1230 PLEASANT STREET | BARRE | MA | 01005 | None | Public Charity | Provide a spiritual refuge for all who seek freedom of mind and heart. | $500 |
| MARIN COUNTRY DAY SCHOOL | |||||||
| 5221 PARADISE DRIVE | CORTE MADERA | CA | 949252107 | None | Public Charity | Provide a distinguished education based on distinctive values, aspirations and practices. | $5,000 |
| PI BETA PHI FOUNDATION | |||||||
| 1154 TOWN COUNTRY | TOWN COUNTRY | MO | 63017 | None | Public Charity | Support the Fraternity and ensure the future of thesisterhood. | $2,500 |
| HEARST CASTLE PRESERVATION | |||||||
| 2440 CAMINO RAMON SUITE 130 | SAN RAMON | CA | 94583 | None | Public Charity | Help preserve and restore the Hearst Castle's twenty five thousand artifacts. | $1,000 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | None | Public Charity | Inspire explorers of all ages, get closer to Academy scientists and their discoveries. | $500 |
| THE EDIBLE SCHOOLYARD PROJECT | |||||||
| 1517 SHATTUCK AVENUE | BERKELEY | CA | 94709 | None | Public Charity | Empower students with the knowledge and values to make food choices that are healthy for them, their communities, and the environment. | $1,000 |
| THE EXPLORATORIUM | |||||||
| PIER 15 | SAN FRANCISCO | CA | 94111 | None | Public Charity | Create a culture of learning through innovative environments, programs, and tools that help people nurture their curiosity about the world around them. | $500 |
| JOHN SIMON GUGGENHEIM MEMORIAL | |||||||
| 90 PARK AVENUE | NEW YORK | NY | 10016 | None | Public Charity | Offers fellowship to further the development of scholars and artists by assisting them in research of the arts. | $500 |
| THE KITCHEN SISTERS PRODUCTIONS | |||||||
| 916 KEARNY STREET | SAN FRANCISCO | CA | 94133 | None | Public Charity | Create documentaries that chronicle untold stories of American culture and tradition. | $1,000 |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | None | Public Charity | Create in an environment of encouragement and compassion, and challenges each person to accept the responsibilities posed by education in a democratic society. | $1,000 |
| SAN FRANCISCO ART INSTITUTE | |||||||
| 800 CHESTNUT STREET | SAN FRANCISCO | CA | 94133 | None | Public Charity | Dedicated to the intrinsic value of art and its vital role in shaping and enriching society and the individual. | $1,000 |
| SAN FRANCISCO ZEN CENTER | |||||||
| 300 PAGE STREET | SAN FRANCISCO | CA | 94102 | None | Public Charity | Bring meditation and stress reduction classes to people in rehabilitation facilities, senior housing and jail. | $1,000 |
| SCHOOLS OF THE SACRED HEART | |||||||
| 2222 BROADWAY | SAN FRANCISCO | CA | 94115 | None | Public Charity | Committed to academic excellence, to the endowment of spiritual and ethical values, religious and socio-economic diversity of the Bay Area. | $1,000 |
| SF JAZZ | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | None | Public Charity | Celebrate the spirit of jazz through innovative artistic, education, and community programs. | $500 |
| SONOMA LAND TRUST | |||||||
| 822 FIFTH STREET | SANTA ROSA | CA | 95404 | None | Public Charity | Conserves scenic, natural, agricultural and open land for the future of Sonoma County. | $1,000 |
| SONOMA MOUNTAIN ZEN CENTER | |||||||
| 6367 SONOMA MOUNTAIN RD | SANTA ROSA | CA | 95404 | None | Public Charity | Continue the Soto Zen lineage of Shunryu Suzuki-roshi and to make everyday Zen available to people in Sonoma County. | $500 |
| SPCA | |||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | None | Public Charity | Provide effective means for the prevention of cruelty to animals throughout the United States. | $500 |
| TELEGRAPH HILL NEIGHBORHOOD CENTER | |||||||
| PO BOX 330580 | SAN FRANCISCO | CA | 94133 | None | Public Charity | Provide a combination of free and low-cost programs, such as toddler care, preschool, after school activities, summer camp, personal development classes and senior programs. | $500 |
| TRICYCLE FOUNDATION | |||||||
| 89 5TH AVENUE SUITE 301 | NEW YORK | NY | 100133020 | None | Public Charity | Make Buddhist teachings and practices broadly available. | $10,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 2080 ADDISON STREET SUITE 4200 | BERKELEY | CA | 94720 | None | Public Charity | Connects students and scholars to the world of information and ideas. | $500 |
| BENNETT VALLEY FIRE DEPT | |||||||
| 6161 BENNETT VALLEY ROAD | SANTA ROSA | CA | 95404 | None | Public Charity | Provided fire protection, emergency medical services and hazard mitigation to the unincorporated area of southeast Santa Rosa outside of the city limits in Bennett Valley, California. | $500 |
| SPIRIT ROCK MEDITATION CENTER | |||||||
| PO BOX 169 | WOODACRE | CA | 94973 | None | Public Charity | Dedicated to the teachings of the Buddha as presented in the vipassana tradition. | $10,000 |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | None | Public Charity | Fight against poverty in the Bay Area. | $2,000 |
| GLIDE MEMORIAL FOUNDATION | |||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | None | Public Charity | Create a radically inclusive, just and loving community mobilized to alleviate suffering and break the cycles of poverty and marginalization. | $500 |
| UCSF FOUNDATIONCARDIOLOGY | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | None | Public Charity | Provide the best possible care to all patients with cardiovascular disease, make important discoveries that benefit patients and offer the best training for cardiology fellows. | $1,000 |
| WM KECK OBSERVATORY | |||||||
| 65-1120 MAMALAHOA HIGHWAY | KAMUELA | HI | 96743 | None | Public Charity | Support game-changing innovations in astronomical research. | $500 |
| UC REGENTS- UCD COSMOLOGY GROUP | |||||||
| 1 SHIELDS AVE PHYSICS BLDGRM 174 | DAVIS | CA | 95618 | None | Public Charity | Aspire to become one of the top physics departments of the world. | $500 |
| UC REGENTS-GRADUATE SCHOOL OF JOURNALISM | |||||||
| 121 NORTH GATE HALL 5860 | BERKELEY | CA | 94720 | None | Public Charity | A two-year educational immersion in Journalism. | $500 |
| UCSF FOUNDATION-LUPUS CLINIC FUND B3392 | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | None | Public Charity | Focus on the evaluation and management of systemic lupus erythematosus (SLE), particularly moderate to severe forms of the disease. | $1,000 |
| UCSF FOUNDATION-LUPUS CLINIC FUND B3392 | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | None | Public Charity | Focus on the evaluation and management of systemic lupus erythematosus (SLE), particularly moderate to severe forms of the disease. | $5,000 |
| UC BERKELEY FOUNDATION | |||||||
| 101 DURANT HALL MC 2930 | BERKELEY | CA | 94720 | None | Public Charity | Creates learning experiences that stay with the students for their entire lives. | $1,000 |
| GLEN ELLEN FIREFIGHTERS ASSOCIATION | |||||||
| 13445 ARNOLD DRIVE | GLEN ELLEN | CA | 95442 | None | Public Charity | A human service organization based in Glen Ellen, CA. | $500 |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | None | Public Charity | Create in an environment of encouragement and compassion, and challenges each person to accept the responsibilities posed by education in a democratic society. | $10,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 96771 | WASHINGTON | DC | 200777543 | None | Public Charity | Deliver vital reproductive health care, sex education, and information to millions of women, men, and young people worldwide. | $2,000 |
| AGAINST MALARIA FOUNDATION | |||||||
| CITIBANK NA - PO BOX 7247-6370 | PHILADELPHIA | PA | 191706370 | None | Public Charity | We protect people from malaria. We fund nets and ensure they are distributed and used. | $2,000 |
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 100018901 | None | Public Charity | Help fight abuses of human rights worldwide, bring torturers to justice, change oppressive laws, and free people jailed just for voicing their opinion. | $1,000 |
| ASIAN ART MUSEUM OF SAN FRANCISCO | |||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | None | Public Charity | Through great art experiences, we strive to be a catalyst for discovery, dialogue and inspiration. | $500 |
| INSIGHT MEDITATION SOCIETY | |||||||
| 1230 PLEASANT STREET | BARRE | MA | 01005 | None | Public Charity | Provide a spiritual refuge for all who seek freedom of mind and heart. | $500 |
| PEN CENTER USA | |||||||
| PO BOX 6037 | BEVERLY HILLS | CA | 90212 | None | Public Charity | Stimulate and maintain interest in the written word, to foster a vital literary culture, and to defend freedom of expression domestically and internationally. | $500 |
| AUTHOR'S GUILD FOUNDATION | |||||||
| 31 EAST 32ND AVE 7TH FLOOR | NEW YORK | NY | 10016 | None | Public Charity | Dedicated to the profession of writing, the encouragement of skills and standards, and the protection and advocacy of writers' interests. | $500 |
| UCSF BENIOFF CHILDREN S HOSPITAL | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | None | Public Charity | Home to advanced technology and world-class physicians, with more than 150 experts in 50 different specialties. | $500 |
| UC REGENTS-UCB Physics Dept | |||||||
| 366 LECONTE HALL MC 7300 | BERKELEY | CA | 94720 | None | Public Charity | Expand the frontiers of fundamental physics research, to educate the next generation of scientific and educational leaders, and to produce an impact on the community. | $500 |
| UCSF FOUNDATIONCARDIOLOGY | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | None | Public Charity | Provide the best possible care to all patients with cardiovascular disease, make important discoveries that benefit patients and offer the best training for cardiology fellows. | $1,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 1725 I STREET NW900 | WASHINGTON | DC | 20006 | None | Public Charity | Protect and expand reproductive freedom. | $1,000 |
| NATIONAL CENTER FOR SCIENCE | |||||||
| 1904 FRANKLIN STREET SUITE 600 | OAKLAND | CA | 94612 | None | Public Charity | Promote and defend accurate and effective science education. | $500 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | None | Public Charity | Make a difference through meaningful advocacy, outreach and community investments. | $500 |
| UC DAVIS FOUNDATION | |||||||
| 202 COSTEAU PLACE SUITE 185 | DAVIS | CA | 95618 | None | Public Charity | Provide fundraising services, partnership and resources to support the fundraising and philanthropic efforts at UC Davis. | $1,000 |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | None | Public Charity | Fight against poverty in the Bay Area. | $2,000 |
| CISPES | |||||||
| 1525 NEWTON STREET NW | WASHINGTON | DC | 20010 | None | Public Charity | Support the Salvadoran peoples struggle for social and economic justice. | $250 |
| GREENBELT ALLIANCE | |||||||
| 312 SUTTER STREET SUITE 510 | SAN FRANCISCO | CA | 94108 | None | Public Charity | Fully protect the Bay Area's 3.6 million-acre greenbelt of natural and agricultural lands. | $1,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 96771 | WASHINGTON | DC | 200777543 | None | Public Charity | Deliver vital reproductive health care, sex education, and information to millions of women, men, and young people worldwide. | $1,000 |
| PLOUGHSHARES FUND | |||||||
| 315 BAY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | None | Public Charity | Support the most effective people and organizations in the world to reduce and eventually eliminate the dangers posed by nuclear weapons. | $1,000 |
| BREAST CANCER FUND | |||||||
| 1388 SUTTER STREET 400 | SAN FRANCISCO | CA | 94109 | None | Public Charity | A science-based advocacy organization that works to prevent breast cancer by eliminating exposure to toxic chemicals and radiation. | $500 |
| NORTH BEACH CITIZENS | |||||||
| 1034 KEARNY | SAN FRANCISCO | CA | 94133 | None | Public Charity | Utilizes the talents of the community to innovatively address the needs of its homeless and low-income citizens in an atmosphere of trust, integrity, and respect. | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2290 N 1ST STREET SUITE 101 | SAN JOSE | CA | 95131 | None | Public Charity | Eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. | $1,000 |
| ASTRONOMICAL SOCIETY OF THE PACIFIC | |||||||
| 390 ASHTON AVENUE | SAN FRANCISCO | CA | 94112 | None | Public Charity | Design and deliver innovative astronomy toolkits, programs, publications and education guides to inspire youth and adults. | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | None | Public Charity | Fund and conduct research, share expert information, support patients, and spread the word about prevention. | $1,000 |
| HUMAN RIGHTS WATCH | |||||||
| 350 SANSOME STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | None | Public Charity | Investigates abuses, exposes the facts widely, and pressure those with power to respect rights and secure justice. | $1,000 |
| FINE ARTS MUSEUMS OF SAN FRANCISCO- | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | None | Public Charity | To provide extensive and innovative art education programs for people of all ages and interests. | $500 |
| GREENLIGHT CLINIC | |||||||
| 1808 WEDMEYER STREET SUITE B-10 | SAN FRANCISCO | CA | 94129 | None | Public Charity | Greenlight Clinic provides free, group therapy for individuals 14-26 years old. | $1,000 |
| GOOD SHEPHERD GRACENTER | |||||||
| 1310 BACON STREET | SAN FRANCISCO | CA | 94134 | None | Public Charity | Helps women without resources break free from drug and alcohol addiction, by providing long-term transitional housing with an individualized 12-Step Recovery plan. | $1,000 |
| THE URBAN SCHOOL OF SAN FRANCISCO | |||||||
| 1563 PAGE STREET | SAN FRANCISCO | CA | 94117 | None | Public Charity | Ignite a passion for learning and to inspire students to become self-motivated, enthusiastic participants in their education. | $4,000 |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | None | Public Charity | Fight against poverty in the Bay Area. | $4,000 |
| SF MOMA | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | None | Public Charity | Assemble unparalleled collections, create exhilarating exhibitions, and develop engaging public programs. | $1,000 |
| URBAN SCHOOL | |||||||
| 1563 PAGE STREET | SAN FRANCISCO | CA | 94117 | None | Public Charity | Pioneer an inspiring educational model that fosters deep and lifelong learning, exceptional teaching, and a strong culture enhanced by diverse backgrounds and ideas. | $1,000 |
| AUDUBON CANYON RANCH | |||||||
| PO BOX 577 | STINSON BEACH | CA | 94970 | None | Public Charity | Inspired and informed communities use scientific knowledge to build a resilient, sustainable society that respects the intrinsic value of our natural world. | $1,000 |
| UNDOCUFUND | |||||||
| PO BOX 503 | GRATON | CA | 95444 | None | Public Charity | Support undocumented children, families, and communities affected by the fires in Sonoma County to recover and rebuild. | $2,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | None | Public Charity | Serve the public through the collection, conservation, exhibition, and interpretation of significant works of art from a broad range of cultures and historical periods. | $1,000 |
| MULTIDISCIPLINARY ASSOC FOR PSYCHEDELIC STUDIES | |||||||
| 1115 MISSION STREET | SANTA CRUZ | CA | 950609989 | None | Public Charity | Research and educational organization that develops medical, legal, and cultural contexts for people to benefit from the careful uses of psychedelics and marijuana. | $2,000 |
| COVENANT HOUSE | |||||||
| PO BOX 731 | NEW YORK | NY | 101080900 | None | Public Charity | Help transform and save the lives of more than a million homeless, runaway and trafficked young people. | $1,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALE ON HUDSON | NY | 12504 | None | Public Charity | To inspire curiosity, a love of learning, idealism, and a commitment to the link between higher education and civic participation. | $1,088 |
| THE KITCHEN SISTERS PRODUCTIONS | |||||||
| 916 KEARNY STREET | SAN FRANCISCO | CA | 94133 | None | Public Charity | Create documentaries that chronicle untold stories of American culture and tradition. | $500 |
| SF MOMA | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | None | Public Charity | Assemble unparalleled collections, create exhilarating exhibitions, and develop engaging public programs. | $10,000 |
| BALLET IDAHO | |||||||
| 501 S 8TH STREET | BOISE | ID | 83702 | None | Public Charity | Support the creation of new works, make a difference in the lives of dancers and bring arts education programs to students and organizations throughout Idaho. | $5,000 |
| TREASURE VALLEY INSTITUTE | |||||||
| 1406 EASTMAN STREET | BOISE | ID | 83702 | None | Public Charity | Provides meaningful experiences in the arts to inspire children. | $25,000 |
| THE HUNGER COALITION | |||||||
| 121 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | None | Public Charity | Strive to end hunger in our community by providing wholesome food to those in need and by promoting solutions to the underlying causes of hunger. | $5,000 |
| SUN VALLEY WRITER'S CONFERENCE INC | |||||||
| PO BOX 551 | MONTEREY | CA | 93942 | None | Public Charity | Readers and writers come together as a community to be educated, enlightened, challenged and inspired. | $12,000 |
| SAGE SCHOOL | |||||||
| 1451 AVIATION DR | HAILEY | ID | 83333 | None | Public Charity | Creates a thriving environment for students through a challenging, authentic curriculum centered on human ecology and engaging experiences. | $5,000 |
| SAGE SCHOOL | |||||||
| 1451 AVIATION DR | HAILEY | ID | 83333 | None | Public Charity | Creates a thriving environment for students through a challenging, authentic curriculum centered on human ecology and engaging experiences. | $7,000 |
| THE ADVOCATES | |||||||
| PO BOX 3216 | HAILEY | ID | 83333 | None | Public Charity | Teach people of all ages how to build and maintain healthy, positive relationships with peers and partners, through education, shelter, resources and support. | $1,000 |
| SUN VALLEY CENTER FOR THE ARTS | |||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | None | Public Charity | Enrich the community through transformative arts and educational experiences. Offer high quality programming in a variety of disciplines. | $10,000 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| 100 CROY CREEK RD | HAILEY | ID | 83333 | None | Public Charity | To safely house any adoptable dog or cat until a loving home can be found, regardless of whether the animal is elderly, disfigured, blind, deaf or missing a limb. | $5,000 |
| THE CRISIS HOTLINE INC | |||||||
| PO BOX 939 | KETCHUM | ID | 83340 | None | Public Charity | Provide mental health services and emotional support for their state or local communities. | $5,250 |
| JEWISH RESOURCE CENTER | |||||||
| 1335 HILL STREET | ANN ARBOR | MI | 48104 | None | Public Charity | A campus organization providing trips, Shabbat meals, internships, and many other Jewish experiences. | $325 |
| MUNICIPAL ART SOCIETY OF NEW YORK | |||||||
| 488 MADISON AVENUE 19TH FLOOR | NEW YORK | NY | 10022 | None | Public Charity | Work to inspire, educate, and empower New Yorkers to engage in the betterment of the city. | $17,500 |
| LUBAVITCH YOUTH ORGANIZATION | |||||||
| 1408 PRESIDENT STREET | BROOKLYN | NY | 11213 | None | Public Charity | Chabad-Lubavitch is a philosophy, a movement, and an organization. It is considered to be the most dynamic force in Jewish life today. | $7,700 |
| LEUKIMIA AND LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 105737500 | None | Public Charity | Cure leukemia, lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. | $250 |
| JEWISH FAMILY SERVICES OF ORANGE COUNTY INC | |||||||
| 720 ROUTE 17M | MIDDLETOWN | NY | 10940 | None | Public Charity | To care for people in need and strengthen Jewish community in Orange County, Israel, and around the world. | $250 |
| MUNICIPAL ART SOCIETY OF NEW YORK | |||||||
| 488 MADISON AVENUE 19TH FLOOR | NEW YORK | NY | 10022 | None | Public Charity | Work to inspire, educate, and empower New Yorkers to engage in the betterment of the city. | $15,000 |
| AMERICAN FRIENDS OF THE JAFFA INSTITUTE | |||||||
| 171-06 76TH AVE | FLUSHING | NY | 11366 | None | Public Charity | Provide educational, nutritional, therapeutic, and social enrichment programs that assist children in developing positive attitudes and skills in the impoverished communities of Jaffa. | $36,000 |
| BIG BROTHERS BIG SISTERS OF | |||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | None | Public Charity | Offer a variety of mentoring programs designed to meet the unique and varied needs of New York Citys youth. | $21,950 |
| MEMORIAL SLOAN-KETTERING | |||||||
| 1275 YORK AVE | NEW YORK | NY | 100656007 | None | Public Charity | Ensure that people with cancer worldwide receive the care they need. | $300 |
| TULANE UNIVERSITY | |||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | None | Public Charity | Create, communicate and conserve knowledge in order to enrich the capacity of individuals, organizations and communities to think, to learn and to act and lead with integrity and wisdom. | $9,038 |
| MAKE-A-WISH GREATER BAY AREA | |||||||
| 1333 BROADWAY SUITE 200 | OAKLAND | CA | 94612 | None | Public Charity | Fulfills the wishes of children between the ages of 2 1/2 and 18 battling life-threatening medical conditions. | $12,600 |
| EASTSIDE PREP | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | None | Public Charity | Committed to opening vew doors for students historically underrepresented in higher education. | $19,000 |
| CALIFORNIA COLLEGE FOR THE ARTS | |||||||
| 1111 8TH STREET | SAN FRANCISCO | CA | 94107 | None | Public Charity | Educate students to shape culture and society through the practice and critical study of art, architecture, design, and writing. | $10,000 |
| MAKE-A-WISH GREATER BAY AREA | |||||||
| 1333 BROADWAY SUITE 200 | OAKLAND | CA | 94612 | None | Public Charity | Fulfills the wishes of children between the ages of 2 1/2 and 18 battling life-threatening medical conditions. | $8,050 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7227 | WINSTON SALEM | NC | 27109 | None | Public Charity | Prepare students to succeed in jobs that dont yet exist, to be leaders and citizens of character, and to practice the intercultural competence necessary for a global society. | $25,000 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARKWAY | SAN DIEGO | CA | 92110 | None | Public Charity | Expanding liberal and professional knowledge, creating a diverse and inclusive community and preparing leaders who are dedicated to ethical conduct and compassionate service. | $5,000 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARKWAY | SAN DIEGO | CA | 92110 | None | Public Charity | Expanding liberal and professional knowledge, creating a diverse and inclusive community and preparing leaders who are dedicated to ethical conduct and compassionate service. | $10,587 |
| SMART | |||||||
| 1061 MARKET STREET MEZZANINE | SAN FRANCISCO | CA | 94103 | None | Public Charity | Provides low-income students with access to private schools, and with intensive social, emotional and academic support from grades 5-12. | $2,500 |
| VAIL VALLEY FOUNDATION | |||||||
| PO BOX 6550 | AVON | CO | 81620 | None | Public Charity | Enhance and sustain the spirit of the Vail Valley by providing leadership in athletic, cultural and educational endeavors. | $15,000 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1877 | PROVIDENCE | RI | 029121877 | None | Public Charity | Serve the community, the nation, and the world by discovering, communicating, and preserving knowledge and understanding in a spirit of free inquiry. | $5,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 96771 | WASHINGTON | DC | 200777543 | None | Public Charity | Deliver vital reproductive health care, sex education, and information to millions of women, men, and young people worldwide. | $5,000 |
| CHRONICLE SEASON OF SHARING | |||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | None | Public Charity | Offers grants to help families in crisis so they can pay for housing and emergency needs. | $5,000 |
| SCLERODERMA RESEARCH FOUNDATION | |||||||
| 220 MONTGOMERY STREET 1411 | SAN FRANCISCO | CA | 94104 | None | Public Charity | Funding source for scleroderma research. | $5,000 |
| SF MOMA | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | None | Public Charity | Assemble unparalleled collections, create exhilarating exhibitions, and develop engaging public programs. | $6,200 |
| VAIL VALLEY FOUNDATION | |||||||
| PO BOX 6550 | AVON | CO | 81620 | None | Public Charity | Enhance and sustain the spirit of the Vail Valley by providing leadership in athletic, cultural and educational endeavors. | $5,000 |
| TEMPLE EMANUEL | |||||||
| 2 LAKE STREET | SAN FRANCISCO | CA | 94118 | None | Public Charity | Provide an open, responsive, nourishing environment in which to personalize discovery of the three pillars of Jewish life: Worship, Learning, and Community. | $5,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | None | Public Charity | Serves the people of Northern California with a community-supported alternative to commercial media. | $5,000 |
| NPR FOUNDATION | |||||||
| DEPT 6054 | WASHINGTON | DC | 200426054 | None | Public Charity | Create a more informed public, invigorated by a deeper understanding and appreciation of events, ideas and cultures. | $5,000 |
| SAN FRANCISCO GENERAL HOSPITAL FOUNDATION | |||||||
| 2789 25TH STREET SUITE 2028 | SAN FRANCISCO | CA | 94110 | None | Public Charity | Focused on improving the care and comfort of patients at Zuckerberg San Francisco General. | $2,500 |
| TIDES CENTER SHALOM BAYIT | |||||||
| PO BOX 2883 | BERKELEY | CA | 94702 | None | Public Charity | Support battered women on paths to safety; organize effective strategies for violence prevention and response; and improve Jewish womens access to domestic violence services. | $5,000 |
| TROUT UNLIMITED | |||||||
| 1777 N KENT ST SUITE 100 | ARLINGTON | VA | 22209 | None | Public Charity | Work to keep our country's coldwater fisheries and their watersheds safe from environmental threats for this and future generations of anglers to enjoy. | $5,000 |
| PLANNED PARENTHOOD OF THE | |||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | None | Public Charity | Deliver vital reproductive health care, sex education, and information to millions of women, men, and young people worldwide. | $5,000 |
| BETTY FORD ALPINE GARDENS | |||||||
| 522 S FRONTAGE ROAD EAST | VAIL | CO | 81657 | None | Public Charity | Deepen understanding and promote conservation of alpine plants and fragile mountain environments. | $3,000 |
| CALIFORNIA TROUT | |||||||
| 360 PINE STREET 4TH FLOOR | SAN FRANCISCO | CA | 94104 | None | Public Charity | Work to ensure there will be resilient wild fish thriving in healthy waters for a better California. | $3,000 |
| POLARIS PROJECT | |||||||
| PO BOX 65323 | WASHINGTON | DC | 20035 | None | Public Charity | Help survivors restore their freedom, preventing more victims, and leveraging data and technology to pursue traffickers wherever they operate. | $5,000 |
| CHRONICLE SEASON OF SHARING | |||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | None | Public Charity | Offers grants to help families in crisis so they can pay for housing and emergency needs. | $550 |
| MARIN PRIMARY & MIDDLE SCHOOL | |||||||
| 20 MAGNOLIA AVENUE | LARKSPUR | CA | 94939 | None | Public Charity | Make education meaningful, while encouraging pride in self, respect for others, and enthusiasm for learning. | $5,000 |
| SF- MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | None | Public Charity | End hunger in San Francisco and Marin. | $20,000 |
| WOMEN S EARTH ALLIANCE | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | None | Public Charity | Uplift local solutions to issues of water, food, land, and climate change by providing women with trainings, resources, and advocacy support. | $4,088 |
| UCSF FOUNDATION | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | None | Public Charity | Provide the best possible care to all patients with cardiovascular disease, make important discoveries that benefit patients and offer the best training for cardiology fellows. | $1,000 |
| HAMAKUA YOUTH FOUNDATION INC | |||||||
| PO BOX 381 | HONOKAA | HI | 96727 | None | Public Charity | Dedicated to creating nurturing, stimulating and enjoyable youth-centered, after-school, occasional weekend, and summer programs for youth of the Hamakua District. | $2,500 |
| UCSF BENIOFF CHILDREN S HOSPITAL | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | None | Public Charity | Home to advanced technology and world-class physicians, with more than 150 experts in 50 different specialties. | $250 |
| MUTTVILLE | |||||||
| PO BOX 410207 | SAN FRANCISCO | CA | 94141 | None | Public Charity | Provides information about caring for older dogs and support for people who do. | $500 |
| JEWISH COMMUNITY FEDERATION | |||||||
| 121 STEUART | SAN FRANCISCO | CA | 94105 | None | Public Charity | We partner with donors, organizations, and foundations to address the pressing issues facing our community. | $1,000 |
| SAN FRANCISCO PARKS ALLIANCE | |||||||
| 1663 MISSION STREET SUITE 320 | SAN FRANCISCO | CA | 94103 | None | Public Charity | Inspire and promote civic engagement and philanthropy to protect, sustain, and enrich San Francisco parks, recreation and green open spaces. | $250 |
| GREENBELT ALLIANCE | |||||||
| 312 SUTTER STREET SUITE 510 | SAN FRANCISCO | CA | 94108 | None | Public Charity | Fully protect the Bay Area's 3.6 million-acre greenbelt of natural and agricultural lands. | $2,500 |
| SEVA FOUNDATION | |||||||
| 1786 FIFTH STREET | BERKELEY | CA | 94710 | None | Public Charity | Partner worldwide to create self-sustaining programs that preserve and restore sight. | $500 |
| BREAKTHROUGH COLLABORATIVE | |||||||
| PO BOX 71420 | OAKLAND | CA | 94612 | None | Public Charity | Launches high-potential, low-income middle school and high school students on the path to college. | $500 |
| HOLY FAMILY DAY HOMES OF | |||||||
| 299 Dolores | San Francisco | CA | 94103 | None | Public Charity | Provide affordable, high quality, early childhood education and family support service in a stable nurturing environment. | $500 |
| THE EXPLORATORIUM | |||||||
| PIER 15 | SAN FRANCISCO | CA | 94111 | None | Public Charity | Create a culture of learning through innovative environments, programs, and tools that help people nurture their curiosity about the world around them. | $250 |
| NARAL PRO CHOICE AMERICA FOUNDATION | |||||||
| 335 SOUTH VAN NESS AVENUE | SAN FRANCISCO | CA | 94103 | None | Public Charity | Protect and expand reproductive freedom. | $5,000 |
| SAN FRANCISCO FOUNDATION | |||||||
| ONE EMARCADERO CENTER 1400 | SAN FRANCISCO | CA | 94111 | None | Public Charity | To mobilize resources and act as a catalyst for change to build strong communities, foster civic leadership, and promote philanthropy in the San Francisco Bay Area. | $1,500 |
| COMMON SENSE | |||||||
| 650 TOWNSEND ST 435 | SAN FRANCISCO | CA | 94103 | None | Public Charity | Seek grants from organizations and foundations that are not affiliated with the media. | $1,035 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | None | Public Charity | Inspire explorers of all ages, get closer to Academy scientists and their discoveries. | $250 |
| CHILDREN OF SHELTERS | |||||||
| 2269 CHESTNUT STREET BOX 439 | SAN FRANCISCO | CA | 94123 | None | Public Charity | Working to provide support and education for children living in or being served by the homeless shelter system. | $250 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | None | Public Charity | Help people worldwide where the need is greatest, delivering emergency medical aid to people affected by conflict, epidemics, disasters or exclusion from health care. | $1,000 |
| EPISCOPAL COMMUNITY SERVICES | |||||||
| 165 EIGHTH STREET THIRD FLOOR | SAN FRANCISCO | CA | 94103 | None | Public Charity | Help homeless and very low-income people every day and every night obtain the housing, jobs, shelter, and essential services each person needs. | $500 |
| FOOD RUNNERS | |||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | None | Public Charity | Help alleviate hunger in San Francisco, help prevent waste and help create community. | $500 |
| GLOBAL FUND FOR WOMEN | |||||||
| 800 MARKET STREET SUITE 700 | SAN FRANCISCO | CA | 94102 | None | Public Charity | Support the tireless and courageous efforts of womens groups who work every day to win rights for women and girls. | $500 |
| GTU RICHARD S DINNER CENTER FOR | |||||||
| 2400 RIDGE RD | BERKELEY | CA | 94709 | None | Public Charity | Provide training for those preparing for academic careers, leadership positions in the Jewish community, as well as pastoral positions. | $500 |
| OHLHOFF RECOVERY PROGRAMS | |||||||
| 601 STEINER STREET | SAN FRANCISCO | CA | 94117 | None | Public Charity | Provided quality programs for adults and adolescents in recovery from substance abuse and chemical dependency. | $500 |
| HOME AWAY FROM HOMELESSNESS | |||||||
| FORT MASON BLDG 33 | SAN FRANCISCO | CA | 94123 | None | Public Charity | Help build confidence, skills and community through educational, social and recreational opportunities. | $250 |
| MEALS ON WHEELS OF SAN FRANCISCO | |||||||
| 1375 FAIRFAX AVENUE | SAN FRANCISCO | CA | 94124 | None | Public Charity | Provide a network of services that allows seniors to live in their homes with dignity and independence as long as possible. | $500 |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BOULEVARD SUITE 200-B | SAN RAFAEL | CA | 949032000 | None | Public Charity | Supports research to find a cure or acceptable treatment for alopecia areata, and supports those with the disease. | $250 |
| PROJECT OPEN HAND | |||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | None | Public Charity | Provides meals with love to seniors and the critically ill. | $250 |
| RAPHAEL HOUSE | |||||||
| 1065 SUTTER STREET | SAN FRANCISCO | CA | 94109 | None | Public Charity | Help at-risk families achieve stable housing and financial independence while strengthening family bonds and personal dignity. | $500 |
| SAN FRANCISCO CONSERVATORY OF MUSIC | |||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | None | Public Charity | Educate talented musicians from around the world to become artist of the highest caliber. | $1,000 |
| FRIENDS OF SAN FRANCISCO LIBRARY | |||||||
| 710 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | None | Public Charity | Strengthen, support and advocate for a superior free public library system in San Francisco. | $500 |
| SCHOOLS OF THE SACRED HEART | |||||||
| 2222 BROADWAY | SAN FRANCISCO | CA | 94115 | None | Public Charity | Committed to academic excellence, to the endowment of spiritual and ethical values, religious and socio-economic diversity of the Bay Area. | $1,000 |
| SONOMA LAND TRUST | |||||||
| 822 FIFTH STREET | SANTA ROSA | CA | 95404 | None | Public Charity | Conserves scenic, natural, agricultural and open land for the future of Sonoma County. | $5,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | None | Public Charity | Serves the people of Northern California with a community-supported alternative to commercial media. | $5,000 |
| CPMC FOUNDATION | |||||||
| 2015 STEINER STREET | SAN FRANCISCO | CA | 94115 | None | Public Charity | Provides resources beyond what daily operations can fund to innovate, expand and increase access to the exceptional care we provide in a more personal way. | $1,000 |
| BENNETT VALLEY FIRE DEPT | |||||||
| 6161 BENNETT VALLEY ROAD | SANTA ROSA | CA | 95404 | None | Public Charity | Provided fire protection, emergency medical services and hazard mitigation to the unincorporated area of southeast Santa Rosa outside of the city limits in Bennett Valley, California. | $1,000 |
| NPR FOUNDATION | |||||||
| DEPT 6054 | WASHINGTON | DC | 200426054 | None | Public Charity | Create a more informed public, invigorated by a deeper understanding and appreciation of events, ideas and cultures. | $5,000 |
| FINE ARTS MUSEUMS OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | None | Public Charity | Provide its community with high quality exhibitions, programs, education and outreach, and to care for San Francisco's esteemed art collection. | $500 |
| JCC SF HELEN DILLER | |||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | None | Public Charity | Combines basic science, clinical research, epidemiology/cancer control and patient care from throughout the University of California, San Francisco system. | $1,000 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1436 U Street NW 100 | WASHINGTON | DC | 20009 | None | Public Charity | Empower people to live healthier lives in a healthier environment. | $250 |
| HAAS SCHOOL OF BUSINESS | |||||||
| 2001 ADDISON STREET 1900 | BERKELEY | CA | 947201990 | None | Public Charity | To develop leaders who redefine how we do business. | $2,500 |
| LA LUZ BILINGUAL CENTER | |||||||
| 17560 GREGER STREET | SONOMA | CA | 95476 | None | Public Charity | La Luz provides English language training and financial support services, teaches computer skills, and hosts medical and legal services. | $1,000 |
| DELANCEY STREET FOUNDATION | |||||||
| 600 EMBARCADERO STREET | SAN FRANCISCO | CA | 94107 | None | Public Charity | Residential self-help organization for substance abusers, ex-convicts, homeless and others who have hit bottom. | $500 |
| HUMAN RIGHTS WATCH | |||||||
| 350 SANSOME STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | None | Public Charity | Investigates abuses, exposes the facts widely, and pressure those with power to respect rights and secure justice. | $1,000 |
| INSIDE CIRCLE FOUNDATION | |||||||
| 5150 FAIR OAKS BLVD 237 | CARMICHAEL | CA | 95609 | None | Public Charity | Created by inmates and ex-convicts, the organization is dedicated to the personal growth of men in prison. | $1,000 |
| SF- MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | None | Public Charity | End hunger in San Francisco and Marin. | $2,500 |
| SAFE & SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | None | Public Charity | Prevent child abuse and reduce its devastating impact. | $500 |
| GOOD SHEPHERD GRACENTER | |||||||
| 1310 BACON STREET | SAN FRANCISCO | CA | 94134 | None | Public Charity | Helps women without resources break free from drug and alcohol addiction, by providing long-term transitional housing with an individualized 12-Step Recovery plan. | $1,000 |
| CONGREGATION SCHAARAI ZEDEK | |||||||
| 3303 W SWANN AVE | TAMPA | FL | 33609 | None | Public Charity | Offer weekly Shabbat Services, ongoing educational and social events and award-winning social action programs. | $500 |
| BUXTON SCHOOL | |||||||
| 291 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | None | Public Charity | Educate students to be ethical and engaged citizens of the world. | $1,000 |
| JESUIT HIGH SCHOOL | |||||||
| 4701 NHIMES AVE | TAMPA | FL | 33614 | None | Public Charity | Devoted to the formation of young men in the Tampa Bay area in the longstanding tradition of Jesuit education. | $1,000 |
| BERKELEY PREPARATORY SCHOOL | |||||||
| 4811 KELLY ROAD | TAMPA | FL | 33615 | None | Public Charity | Independent school leader with an innovative curriculum that inspires intellectual curiosity, empathy, resilience, and wonder in our students. | $1,000 |
| THE EXPLORATORIUM | |||||||
| PIER 15 | SAN FRANCISCO | CA | 94111 | None | Public Charity | Create a culture of learning through innovative environments, programs, and tools that help people nurture their curiosity about the world around them. | $250 |
| MARIN COUNTRY DAY SCHOOL | |||||||
| 5221 PARADISE DRIVE | CORTE MADERA | CA | 949252107 | None | Public Charity | Provide a distinguished education based on distinctive values, aspirations and practices. | $1,000 |
| MARIN COUNTRY DAY SCHOOL | |||||||
| 5221 PARADISE DRIVE | CORTE MADERA | CA | 949252107 | None | Public Charity | Provide a distinguished education based on distinctive values, aspirations and practices. | $5,000 |
| ST IGNATIUS-STEVEN D CANNATA | |||||||
| 2001 - 37TH AVENUE | SAN FRANCISCO | CA | 94116 | None | Public Charity | Through a rigorous and integrated program of academic, spiritual, and co-curricular activities, St. Ignatius challenges its students to lead lives of faith, integrity, and compassion. | $1,000 |
| SUMMER SEARCH FOUNDATION | |||||||
| DEPT 34425 PO BOX 39000 | SAN FRANCISCO | CA | 94139 | None | Public Charity | Help low-income students across the country rise to their potential and become beacons of change in their communities. | $1,000 |
| TOWN SCHOOL FOR BOYS | |||||||
| 2750 JACKSON STREET | SAN FRANCISCO | CA | 94115 | None | Public Charity | Town provides a rich, challenging and rigorous educational experience that addresses the distinctive energy levels and developmental styles of boys. | $2,500 |
| UNIVERSITY HIGH SCHOOL | |||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | None | Public Charity | To engage its students "in an education that fosters responsibility and the spirited pursuit of knowledge" to the fullest extent possible. | $1,000 |
| TENDERLOIN NEIGHBORHOOD (TNDC) | |||||||
| 201 EDDY STREET | SAN FRANCISCO | CA | 94102 | None | Public Charity | Provides affordable housing and services for low-income people in the Tenderloin and throughout San Francisco, to promote equitable access to opportunity and resources. | $1,000 |
| SPIRIT ROCK MEDITATION CENTER | |||||||
| PO BOX 169 | WOODACRE | CA | 94973 | None | Public Charity | Dedicated to the teachings of the Buddha as presented in the vipassana tradition. | $1,000 |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | None | Public Charity | Fight against poverty in the Bay Area. | $1,000 |
| UC BERKELEY FOUNDATION-THE CAL FUND | |||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 947204200 | None | Public Charity | Help ensure that UC Berkeley retains its excellence in teaching, research, and public service by supporting students and faculty across campus. | $2,500 |
| THE WOMEN'S COMMUNITY CLINIC | |||||||
| 1833 FILLMORE STREET | SAN FRANCISCO | CA | 94115 | None | Public Charity | Improve the health and well-being of women and girls. | $500 |
| WOMEN S EARTH ALLIANCE | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | None | Public Charity | Uplift local solutions to issues of water, food, land, and climate change by providing women with trainings, resources, and advocacy support. | $15,000 |
| ROAD RECOVERY FOUNDATION INC | |||||||
| PO BOX 1680- RADIO CITY STATION | NEW YORK | NY | 10101 | None | Public Charity | Educate young people about addiction and other adversities in hopes of helping them find their way towards a healthy and happy future. | $5,000 |
| STEPPING STONE | |||||||
| 255 TENTH AVENUE | SAN FRANCISCO | CA | 94118 | None | Public Charity | Specialize in the field of law; thus, guarantee that our site contains substantial information pertinent to the legal sector. | $250 |
| UCSF FOUNDATION | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | None | Public Charity | Provide the best possible care to all patients with cardiovascular disease, make important discoveries that benefit patients and offer the best training for cardiology fellows. | $1,000 |
| MOSAIC PROJECT | |||||||
| 478 SANTA CLARA AVE SUITE 200 | OAKLAND | CA | 94610 | None | Public Charity | Uniting children of diverse backgrounds, providing them with essential community building skills, and empowering them to become peacemakers. | $500 |
| UNIVERSITY OF SAN FRANCISCSO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | None | Public Charity | Engages students in both theoretical and practical applications of social justice and activism rooted in the Jewish traditions. | $500 |
| MARIN PRIMARY & MIDDLE SCHOOL | |||||||
| 20 MAGNOLIA AVENUE | LARKSPUR | CA | 94939 | None | Public Charity | Make education meaningful, while encouraging pride in self, respect for others, and enthusiasm for learning. | $2,500 |
| CHRONICLE SEASON OF SHARING | |||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | None | Public Charity | Offers grants to help families in crisis so they can pay for housing and emergency needs. | $1,553 |
| The Foundation of City College-SF | |||||||
| PO BOX 2879 | ALAMEDA | CA | 94501 | None | Public Charity | Provide financial support to the students and the programs of City College of San Francisco. | $500 |
| IYISF | |||||||
| 2201 SUTTER STREET | SAN FRANCISCO | CA | 94115 | None | Public Charity | Study, practice and teaching of Iyengar Yoga. | $10,000 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | None | Public Charity | Deliver vital reproductive health care, sex education, and information to millions of women, men, and young people worldwide. | $500 |
| BERKSHIRE SCHOOL | |||||||
| 245 NORTH UNDERMOUNTAIN ROAD | SHEFFIELD | MA | 012579672 | None | Public Charity | Instill the highest standards of character and citizenship and a commitment to academic, artistic, and athletic excellence. | $1,000 |
| LEE PESKY LEARNING CENTER | |||||||
| 3324 ELDER STREET | BOISE | ID | 837054713 | None | Public Charity | Improve the lives of people who learn differently through prevention, evaluation, treatment, and research. | $2,500 |
| GREENLIGHT CLINIC | |||||||
| 1808 WEDMEYER STREET SUITE B-10 | SAN FRANCISCO | CA | 94129 | None | Public Charity | Greenlight Clinic provides free, group therapy for individuals 14-26 years old. | $15,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | None | Public Charity | Ensure that every eligible young Jewish adult around the world, especially the less connected, is given the opportunity to visit Israel on this educational journey. | $10,000 |
| SF JAZZ | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | None | Public Charity | Celebrate the spirit of jazz through innovative artistic, education, and community programs. | $30,000 |
| SF JAZZ | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | None | Public Charity | Celebrate the spirit of jazz through innovative artistic, education, and community programs. | $10,000 |
| NATIONAL BASEBALL HALL OF FAME | |||||||
| 25 MAIN STREET | COOPERSTOWN | NY | 13326 | None | Public Charity | Preserve the sport's history, honor excellence within the game and make a connection between the generations of people who enjoy baseball. | $5,000 |
| PRESERVATION HALL FOUNDATION | |||||||
| 726 PETER STREET | NEW ORLEANS | LA | 70116 | None | Public Charity | Creates greater awareness and appreciation for New Orleans music and the communities that support it. | $5,000 |
| OUR TOWN ST HELENA | |||||||
| PO BOX 94 | ST HELENA | CA | 94574 | None | Public Charity | Provide housing opportunities for the people vital to the economic health and wellbeing of St. Helena. | $1,000 |
| KUUMBWA JAZZ | |||||||
| 320-2 CEDAR STREET | SANTA CRUZ | CA | 95060 | None | Public Charity | Present year-round concerts and education programs for all ages. | $1,500 |
| DJERASSI RESIDENT ARTISTS PROGRAM | |||||||
| 2325 BEAR GULCH ROAD WEST | WOODSIDE | CA | 94062 | None | Public Charity | Provide the best possible residency experience for artists of superior talent from a diverse range of backgrounds and geographical locations. | $10,000 |
| HEALDSBURG JAZZ FESTIVAL | |||||||
| PO BOX 266 | HEALDSBURG | CA | 95448 | None | Public Charity | Stimulate interest in and promotes awareness and appreciation of jazz by facilitating cross-cultural interaction, providing performance opportunities, and educating young people. | $1,500 |
| THE HORNS PROJECT INC | |||||||
| 102 WEST 85TH STREET SUITE 10H | NEW YORK | NY | 10024 | None | Public Charity | Dedicated to instrument donation, repair and training and education and cultural exchanges. | $5,000 |
| CONGREGATION EMANU-EL | |||||||
| TWO LAKE STREET | SAN FRANCISCO | CA | 94118 | None | Public Charity | Providing life-long innovative, Jewish education and cultural activities that reinforce positive, empowering elements of Jewish life and history. | $8,500 |
| KUUMBWA JAZZ | |||||||
| 320-2 CEDAR STREET | SANTA CRUZ | CA | 95060 | None | Public Charity | Present year-round concerts and education programs for all ages. | $500 |
| THE HORNS PROJECT INC | |||||||
| 102 WEST 85TH STREET SUITE 10H | NEW YORK | NY | 10024 | None | Public Charity | Dedicated to instrument donation, repair and training and education and cultural exchanges. | $7,500 |
| BREAD AND ROSES | |||||||
| 233 TAMALPAIS DRIVE 100 | CORTE MADERA | CA | 949251415 | None | Public Charity | Organize donors at all levels to support community-based groups in building movements for racial equity and economic opportunity. | $1,000 |
| ST HELENA VOLUNTEER FIRE DEPT | |||||||
| PO BOX 266 | ST HELENA | CA | 94574 | None | Public Charity | Provide efficient and cost-effective emergency services including: fire protection, both prevention and suppression and public life safety education. | $1,000 |
| FRIENDS OF THE CAMEO | |||||||
| 1340 MAIN STREET | ST HELENA | CA | 94574 | None | Public Charity | Offer entertainment and educational programs that bring friends and neighbors together to laugh, cry, dream, and learn. | $2,500 |
| CAMP WINNARAINBOW | |||||||
| 1301 HENRY STREET | BERKELEY | CA | 94709 | None | Public Charity | Teach timing, balance and as Wavy Gravy says, Survival in the 21st century or how to duck with a sense of humor and a dollop of compassion. | $250 |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | None | Public Charity | Make high quality music accessible to all people, regardless of their financial means. | $5,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385795 | None | Public Charity | Devoted to excellence in teaching, learning, and research, and to developing leaders in many disciplines who make a difference globally. | $20,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | None | Public Charity | Serves the people of Northern California with a community-supported alternative to commercial media. | $25,000 |
| WOMEN'S MEDIA CENTER | |||||||
| PO BOX 70967 | WASHINGTON | DC | 200240967 | None | Public Charity | Works with the media to ensure that womens stories are told and womens voices are heard. | $25,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 121 STEUART STREET SUITE 405 | SAN FRANCISCO | CA | 94105 | None | Public Charity | Respond to global challenges threatening the Jewish people and democratic values worldwide. | $10,000 |
| SOLAR ELECTRIC LIGHT FUND | |||||||
| 1612 K STREET NW STE300 | WASHINGTON | DC | 20006 | None | Public Charity | Tto design and implement solar energy solutions to assist those living in energy poverty with their economic, educational, health care and agricultural development. | $19,275 |
| UC REGENTS-BERKELEY ART MUSEUM | |||||||
| 2155 CENTER STREET | BERKELEY | CA | 94704 | None | Public Charity | Inspire the imagination, ignite critical dialog, and activate community engagement through art, film, and other forms of creative expression. | $5,000 |
| CALIFORNIA COLLEGE FOR THE ARTS | |||||||
| 1111 8TH STREET | SAN FRANCISCO | CA | 94107 | None | Public Charity | Educate students to shape culture and society through the practice and critical study of art, architecture, design, and writing. | $5,000 |
| SUN VALLEY WRITER'S CONFERENCE INC | |||||||
| PO BOX 551 | MONTEREY | CA | 93942 | None | Public Charity | Readers and writers come together as a community to be educated, enlightened, challenged and inspired. | $6,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 1725 I STREET NW900 | WASHINGTON | DC | 20006 | None | Public Charity | Protect and expand reproductive freedom. | $1,100 |
| SAN FRANCISCO ART INSTITUTE | |||||||
| 800 CHESTNUT STREET | SAN FRANCISCO | CA | 94133 | None | Public Charity | Dedicated to the intrinsic value of art and its vital role in shaping and enriching society and the individual. | $5,000 |
| HEADLANDS CENTER FOR THE ARTS | |||||||
| 944 FORT BERRY | SAUSALITO | CA | 94965 | None | Public Charity | Dedicated to supporting artists; the creative process; and the development of new, innovative ideas and artwork. | $6,775 |
| WOOD RIVER COMMUNITY YMCA | |||||||
| YMCA PO BOX 6801 | KETCHUM | ID | 83340 | None | Public Charity | Build strong kids, strong families and a strong community through programs that develop the whole person in spirit, mind and body. | $2,400 |
| BALLET SUN VALLEY INC | |||||||
| PO BOX 555 | SUN VALLEY | ID | 83353 | None | Public Charity | Dedicated to bringing the worlds most celebrated ballet companies and dancers to the Sun Valley area. | $5,000 |
| THE SUN VALLEY WELLNESS | |||||||
| PO BOX 4174 | KETCHUM | ID | 83340 | None | Public Charity | Committed to increasing the offerings of science-based knowledge for mind and body. | $2,500 |
| HISPANICS IN PHILANTHROPY | |||||||
| 414 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | None | Public Charity | Strengthen Latino leadership, influence and equity by leveraging philanthropic resources, and doing so with an unwavering vision on social justice and shared prosperity across the Americas. | $2,500 |
| SUN VALLEY CENTER FOR THE ARTS | |||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | None | Public Charity | Enrich the community through transformative arts and educational experiences. Offer high quality programming in a variety of disciplines. | $5,000 |
| UC REGENTS-BERKELEY ART MUSEUM | |||||||
| 2155 CENTER STREET | BERKELEY | CA | 94704 | None | Public Charity | Inspire the imagination, ignite critical dialog, and activate community engagement through art, film, and other forms of creative expression. | $5,000 |
| HUMAN NEEDS PROJECT INC | |||||||
| 36 PROFESSIONAL CENTER PARKWAY | SAN RAFAEL | CA | 94903 | None | Public Charity | Providebasic services andempowerment servicesto slumsaround the world through the creation of replicable, self-sustaining Town Centers. | $2,500 |
| MARIN COUNTRY DAY SCHOOL | |||||||
| 5221 PARADISE DRIVE | CORTE MADERA | CA | 949252107 | None | Public Charity | Provide a distinguished education based on distinctive values, aspirations and practices. | $2,500 |
| SF MOMA | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | None | Public Charity | Assemble unparalleled collections, create exhilarating exhibitions, and develop engaging public programs. | $5,000 |
| CATCHLIGHT | |||||||
| 1150 25TH STREET | SAN FRANCISCO | CA | 94107 | None | Public Charity | To discover, develop and amplify visual storytellers. | $2,500 |
| GOLDEN GATE NATIONAL PARKS | |||||||
| BUILDING 201-FORT MASON | SAN FRANCISCO | CA | 94123 | None | Public Charity | Enhances access, recreation and education programs in Golden Gate National Parks, including Muir Woods, Crissy Field and Alcatraz. | $5,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | None | Public Charity | Serves the people of Northern California with a community-supported alternative to commercial media. | $5,075 |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | None | Public Charity | Investigates abuses, exposes the facts widely, and pressure those with power to respect rights and secure justice. | $5,000 |
| WOOD RIVER COMMUNITY YMCA | |||||||
| YMCA PO BOX 6801 | KETCHUM | ID | 83340 | None | Public Charity | Build strong kids, strong families and a strong community through programs that develop the whole person in spirit, mind and body. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $957,689 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,528 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $129,620 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $430 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,551 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $258,129 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $258,129 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,740,979 | EOYBookValueAmt |
| EOYFMV | $1,759,614 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $872,832 | EOYBookValueAmt |
| EOYFMV | $980,317 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LOS BANOS BUILDING | $269,990 | $269,990 | $0 |
| LOS BANOS LAND | $136,180 | $0 | $136,180 |
| MADERA BUILDING | $185,144 | $185,144 | $0 |
| MADERA LAND | $251,051 | $0 | $251,051 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH AND CASH EQUIVALENT INVESTMENTS | AT COST | $19,862 | $19,862 |
| OTHER SECURITIES | AT COST | $3,875,775 | $9,893,773 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL EXPENSE-LEGAL | CategoryTxt |
| Legal Fees | $598 | LegalFeesAmt |
| Net Investment Income | $598 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS OTHER EXPENSES | $60 | $60 | $0 |
| INSURANCE | $4,255 | $4,255 | $0 |
| OTHER INVESTMENT EXPENSE | $7,631 | $7,631 | $0 |
| INTEREST EXPENSE | $634 | $634 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WGI EMERGING MARKETS LLC | $398 | $398 | $398 |
| HCP Private Equity Fund VIII | $32 | $32 | $32 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $13,847 | $13,847 | $0 |
| PORTFOLIO DEDUCTIONS | $685 | $685 | $0 |
| BANK FEES | $840 | $840 | $0 |
| OTHER PROFESSIONAL EXPENSE | $128 | $128 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $7,648 | $7,648 | $0 |
| OTHER TAXES | $6,649 | $6,649 | $0 |