JANET AND CLINT REILLY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JANET AND CLINT REILLY FAMILY FOUNDATION (EIN 26-2835658)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349103213
- 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
- Schedule B
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T15:12:50-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680307138 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hopper & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 No California Blvd 1030 | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | 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 | 262835658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Janet and Clint Reilly Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 4153970431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 California Street No 1600 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Clinton Reilly | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4153970431 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ross R Hopper | PreparerPersonNm |
| PTIN | P00352216 | PTIN |
| Phone | 9259888000 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.18.240.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 14:49:47 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BDB34CE5F05761890B3876D723797952B2AD3FBD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BDB34CE5F05761890B3876D723797952B2AD3FBD | 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 | $24,448 | 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 | $1,503,449 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,503,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $190,662 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $190,662 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,990 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,990 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,668 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,668 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,005 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,005 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $10,032 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $10,032 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,419 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,019 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $276,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $274,376 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,228,149 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,228,149 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,504,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,502,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,467 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,999 | CashBOYAmt |
| Cash EOY | $24,448 | CashEOYAmt |
| Cash EOYFMV | $24,448 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,916 | SavAndTempCashInvstBOYAmt |
| Total Assets BOY | $35,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,448 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $25,915 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,448 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,467 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,448 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,448 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,114,725 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,877 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 53.394884 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $944,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,386 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 57.640669 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,063,199 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $709,088 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $130,454 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 111.035553 | TotalDistributionRt |
| Average Distribution | 22.207111 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,850 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $218,740 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $218,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,502,525 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clint Reilly | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153970431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 California Street 16th Floor | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Clint Reilly | ||||||||
| 465 California Street Suite 1600 | San Francisco | CA | 94104 | President | 0.00 | $0 | $0 | $0 |
| Janet Reilly | ||||||||
| 465 California Street Suite 1600 | San Francisco | CA | 94104 | CFO, Secretary and Directo | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Catlin Kavanaugh | ||||||||
| 50 Wilshire Avenue | Daly City | CA | 94015 | Executive Director | 40.00 | $131,250 | $5,366 | $0 |
| Lars Kaiser | ||||||||
| 1755 Cottage Grove | San Mateo | CA | 94401 | Advancement Director | 40.00 | $59,412 | $2,422 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Support of distribution of scholarships to needy inner-city students seeking to attend or attending catholic schools in the San Francisco Bay Area | Description1Txt |
| Expenses1 | $524,376 | Expenses1Amt |
| Description2 | Support to Health care clinics,religious institutions, and institutions serving the sick, poor, elderly and children | Description2Txt |
| Expenses2 | $978,149 | Expenses2Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $493 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $493 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,502,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,502,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,502,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $130,454 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $709,088 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,063,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $943,681 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,113,681 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,960,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,502,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,502,032 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,462,135 | 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 | $130,454 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,331,681 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $709,088 | ExcessFromYear4Amt |
| Excess From Year3 | $1,063,199 | ExcessFromYear3Amt |
| Excess From Year2 | $943,681 | ExcessFromYear2Amt |
| Excess From Year1 | $1,113,681 | ExcessFromYear1Amt |
| Excess From Current Year | $1,502,032 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aim High | |||||||
| 2030 Harrison St | San Francisco | CA | 94110 | None | PC | for free summer learning and enrichment programs for low-income middle school students | $10,000 |
| Alliance of Mission District Catholic Schools | |||||||
| 1 Peter Yorke Way | San Francisco | CA | 94109 | None | PC | to support providing tuition assistance for children of Mission District | $7,000 |
| American Himalayan Foundation | |||||||
| 909 Montgomery St STE 400 | San Francisco | CA | 94133 | None | PC | The foundation responds to pressing problems of this magnificent but very poor part of the world, where many still struggle without healthcare or education. | $25,000 |
| Beyond Differences | |||||||
| 711 Grand Avenue STE 200 | San Rafael | CA | 94901 | None | PC | for children's education program | $10,000 |
| Coro Northern California | |||||||
| 233 Sansome St 400 | San Francisco | CA | 94104 | None | PC | for programs focused on redefining leadership for youth, recent college graduates and professionals | $10,000 |
| Cristo Rey San Jose | |||||||
| 1389 E Santa Clara St | San Jose | CA | 95116 | None | PC | To support a cathloic high school for its school operations | $25,000 |
| Dignity Health | |||||||
| 185 Berry Street Ste 300 | San Francisco | CA | 94107 | None | PC | to support foundation launched to promote innovative health programs that improve care for undersevered communities | $25,000 |
| Georgetown University | |||||||
| 301 37th and O st NW | Washington | DC | 20057 | None | PC | support for the Paul F. Pelosi Endowed Fund - School of Foreign Service | $66,666 |
| Holy Family Day Home | |||||||
| 299 Dolores St | San Francisco | CA | 94103 | None | PC | for childrens' educational program | $10,000 |
| Lick Wilmerding High School | |||||||
| 755 Ocean Avenue | San Francisco | CA | 94112 | None | PC | to support a construction program to expand a high school campus | $250,000 |
| Mission Dolores Academy | |||||||
| 3371 16th Street | San Francisco | CA | 94114 | None | PC | for childrens' educational program | $15,000 |
| North Beach Citizens | |||||||
| 1034 Kearny Street | San Francisco | CA | 94133 | None | PC | Sponsorship | $5,000 |
| Presidio Tunnel Tops | |||||||
| Conservancy Bld 201 Fort Mason | San Francisco | CA | 94123 | None | PC | This new 14-acre park destination is where visitors will connect with nature, where kids will play and grow, and where all of us will be inspired by 360-degree views that were never before possible. The Presidio Tunnel Tops will be where we can escape from the stresses of urban life without ever leaving the city we love. | $200,000 |
| Salesian Boys & Girls Club | |||||||
| 680 Filbert Street | San Francisco | CA | 94133 | None | PC | The Salesian Boys' & Girls' Club's mission is to serve children between the ages of 8 and 18 by accompanying them, with loving kindness, on their journey to young adulthood. This is done by channeling their energy into athletic, educational, cultural, artistic, and career-building programs. All children are welcome regardless of race, religion or gender, and special emphasis is given to children from disadvantaged families. | $5,000 |
| San Francisco Interfaith Council | |||||||
| 130 Fisher Loop | San Francisco | CA | 94129 | None | PC | for programs that provide for the sick, elderly, homeless and needy | $10,150 |
| SFMOMA | |||||||
| 151 3rd St | San Francisco | CA | 94103 | None | PC | 00to fund expansion and to the organizations Art program | $83,333 |
| Summer Search | |||||||
| 101 Howard St 250 | San Francisco | CA | 94105 | None | PC | for childrens' educational program | $15,000 |
| The Asia Foundation | |||||||
| 465 California St 9th floor | San Francisco | CA | 94104 | None | PC | The Asia Foundation is a nonprofit international development organization committed to improving lives across a dynamic and developing Asia. Informed by six decades of experience and deep local expertise, our work across the region addresses five overarching goals-strengthen governance, empower women, expand economic opportunity, increase environmental resilience, and promote regional cooperation. | $10,000 |
| The Shanti Project | |||||||
| 730 Polk Street 3rd fl | San Francisco | CA | 94109 | None | PC | Shanti exists to enhance the health, quality of life and well-being of people with terminal, life-threatening or disabling illnesses or conditions. Through a continuum of services, including in-home and onsite patient and care navigation, emotional and practical support and preserving the human-animal bond, Shanti strives to achieve the highest medical and quality of life outcomes for San Francisco's most vulnerable. | $5,000 |
| UC Davis Foundation (Manetti Shrem Museum) | |||||||
| One Shields Ave | Davis | CA | 95616 | None | PC | Jan Shrem & Maria Manetti Shrem Museum of Art Winter Gala sponsorship - Wayne Thiebaud Exhibition Opening Celebration | $25,000 |
| UC Regents - IGS UC Berkeley - Matsui Center | |||||||
| 109 Moses Hall | Berkeley | CA | 94720 | None | PC | The Robert T. Matsui Center for Politics & Public Service engages Cal students in public life through internships, public events, and the presence of distinguished campus visitors. In this way, the Center serves as a fitting legacy to Congressman Robert T. Matsui and his belief that public service is a noble profession that should be open to all, a commitment that made him one of California's most important and respected political figures for more than three decades. The Center is strictly nonpartisan. | $50,000 |
| University of San Francisco | |||||||
| 2130 Fulton St | San Francisco | CA | 94117 | None | PC | President's Advisory Board pledge | $11,000 |
| Walt Disney Family Museum | |||||||
| 104 Montgomery St | San Francisco | CA | 94129 | None | PC | Museum's Initiative to Support the Next Generation of Creative Talent | $10,000 |
| Women in Leadership Forum | |||||||
| 323 Geary St STE 405 | San Francisco | CA | 94102 | None | pc | Progream and forum of women leaders discussing career advancement and building valuable skills | $5,000 |
| The Ireland Funds America | |||||||
| Four Main Street Suite 10 | Los Altos | CA | 94022 | PC | The program helps peole in need by supporting worthy and innovative projects in both Ireland and the US | $2,500 | |
| CA Fire Foundation | |||||||
| 1780 Creekside Oaks Dr | Sacramento | CA | 95833 | PC | Provides emotional and financial assistance to families of fallen firefighters, firfighters and the communites they protect | $25,000 | |
| St Ignatius Church | |||||||
| 650 Parker Ave | San Francisco | CA | 94118 | PC | Directly supports the ministries and needs of St. Ignatius Parish | $12,500 | |
| SFGH Foundation | |||||||
| 2789 25th St 2028 | San Francisco | CA | 94110 | PC | Support of Hearts in San Francisco project which provides exposure for the Foundations mission and provides life-saving care to anyone in need. | $10,000 | |
| SF Firefighters Cancer Prevention Foundation | |||||||
| 1139 Mission Street | San Francisco | CA | 94103 | PC | Program is committed to the prevention and early detection of cancer and providing access to cutting edge care for active and retired members of SF Fire Department and their families | $10,000 | |
| Leo T McCarthy Center (USF) | |||||||
| 2130 Fulton St | San Francisco | CA | 94117 | PC | Provides a forum for education, service and research in public policy making and programs for the common good. | $10,000 | |
| San Francisco Progressive Media Center | |||||||
| 176 Winfield St | San Francisco | CA | 94110 | PC | Program which publishes quality local journalism in San Francisco | $10,000 | |
| Bay Scholars | |||||||
| 465 California St 16th floor | San Francisco | CA | 94104 | PC | Promotes a life-altering experience connecting promising youth with transformative educational opportunities at Bay Area Catholic college prep high schools | $250,000 | |
| San Francisco Ballet | |||||||
| 455 Franklin Street | San Francisco | CA | 94102 | PC | Program's mission is to share joy of dance with the widest possible audience, both locally and around the world, and to provide the highest caliber of dance training in its school. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,228,149 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $9 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | Investment interest used to fund high school scholarships | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clinton and Janet Reilly | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 California Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,503,449 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office & Computer Supplies | $3,068 | $0 | $668 |
| Design/ marketing materials | $1,969 | $0 | $1,969 |
| Parking | $6,846 | $0 | $6,846 |
| Photography/Videography | $12,539 | $0 | $12,539 |
| Database | $5,000 | $0 | $5,000 |
| Misc Expense | $1,417 | $0 | $1,417 |
| Workers Compensation Insurance | $1,465 | $0 | $1,465 |
| Bank Charges/ other | $293 | $0 | $293 |
| IT/Computer services | $1,822 | $0 | $1,822 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Fundraising consultant | $15,750 | $0 | $15,750 |
| Payroll fees | $183 | $0 | $183 |
| Stage manager | $500 | $0 | $500 |
| Accounting | $2,235 | $0 | $2,235 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Clint and Janet Reilly | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 California Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Taxes | CategoryTxt |
| Amt | $15,005 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,005 | DisbursementsCharitablePrpsAmt |