GERSON BAKAR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GERSON BAKAR FOUNDATION (EIN 94-2949602)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349106363
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T16:27:45-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 942949602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERSON BAKAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERS | BusinessNameControlTxt |
| Phone | 4155768100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FILBERT STREET NO 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BASS BAKAR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155768100 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.184.184.139 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 16:00:04 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78A8C6BA3CB89A348BF5DD08B39C300ED95D81CB | 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 | $820,628,561 | 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 | $409,891,816 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $414,519 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $414,519 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,299,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,299,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,264,384 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $30,999,410 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48,562,094 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,532,520 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $470,431,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,245,454 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $347,010 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $347,010 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,245 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,623 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,622 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $71,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,770 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,770 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $422,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $422,700 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,670,749 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $512,073 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,221 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,910 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,231 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,231 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,338,174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,763,355 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,577 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,932,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,742,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $468,631 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,604,935 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,604,935 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,537,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,742,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,073,566 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $367,894,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,502,933 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,967,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,539,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,539,036 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,763,534 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,258,266 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,763,534 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,763,534 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $47,596,396 | CorporateStockBOYAmt |
| Corporate Stock EOY | $171,651,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $171,651,426 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $324,801,439 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $571,133,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $571,133,478 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $607,092 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,724 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $539,652 | LandBOYAmt |
| Land EOY | $519,368 | LandEOYAmt |
| Land EOYFMV | $519,368 | LandEOYFMVAmt |
| Other Assets BOY | $21,719 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,719 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,719 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $391,184,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $820,628,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $820,628,561 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $64,008 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $64,008 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $64,008 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,008 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $391,120,655 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $820,564,553 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $391,120,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $820,564,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $391,184,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $820,628,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $391,120,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $367,894,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $61,549,774 | OtherIncreasesAmt |
| Subtotal | $820,564,553 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $820,564,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| PORTFOLIO GAIN/LOSS | P | $3,239,943 | $3,239,943 |
| DISPOSITION OF PARTNERSHIP | P | -$164,229 | -$164,229 |
| PARTNERSHIP GAIN/LOSS | P | $6,024,441 | $6,024,441 |
| PARTNERSHIP GAIN/LOSS | P | $21,899,255 | $21,899,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,999,410 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $172,147,523 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $319,901,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.538127 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,841,652 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $121,982,845 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.170857 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,801,646 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $108,555,086 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053444 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,412,020 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $110,554,220 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039908 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,368,395 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $85,851,187 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039235 | DistributionYr5Rt |
| Total Distribution | 0.841571 | TotalDistributionRt |
| Average Distribution | 0.168314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $775,680,461 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,557,881 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $445,029 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $131,002,910 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,076,191 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $890,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $890,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $890,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $525,826 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $750,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,275,826 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $385,767 | OverpaymentAmt |
| Applied To ES Tax | $385,767 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | BARBARA BASS BAKAR | IndividualWithBooksNm |
| Phone | 4155768100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FILBERT STREET NO 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA BASS BAKAR | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | CHAIR/PRESIDENT/DIRECTOR | 1.00 | $31,200 | $0 | $0 |
| RICHARD L GREENE | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNE BAKAR | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHYLLIS COOK | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCI FREDKIN | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHLEEN MCCORMICK | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TED DIENSTFREY | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SHARON HASWGAWA | ||||||||
| 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | TREASURER | 1.00 | $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 |
|---|---|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | |||||
| ONE MARITIME PLAZA | SAN FRANCISCO | CA | 94111 | INVESTMENT MANAGEMENT | $304,500 |
| HIGHTOWER | |||||
| 200 W MADISON 25TH FLOOR | CHICAGO | IL | 60606 | INVESTMENT MANAGEMENT | $118,200 |
| DELOITTE TAX LLP | |||||
| 555 MISSION STREET | SAN FRANCISCO | CA | 94105 | ACCOUNTING SERVICES | $51,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,922,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $751,570,157 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $787,492,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $787,492,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,812,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $775,680,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,784,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,784,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $890,059 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $125,276 | IncomeTaxAmt |
| Total Tax | $1,015,335 | TotalTaxAmt |
| Distributable Before Adj | $37,768,688 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,768,688 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,768,688 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,073,566 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,625 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $91,076,191 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,076,191 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,768,688 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $10,241,779 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $156,514,352 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $166,756,131 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,076,191 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,768,688 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,307,503 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $220,063,634 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $220,063,634 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $10,241,779 | ExcessFromYear2Amt |
| Excess From Year1 | $156,514,352 | ExcessFromYear1Amt |
| Excess From Current Year | $53,307,503 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALISO NIGUEL HS INSTRUMENTAL MUSIC BOOSTER | |||||||
| 26895 ALISO CREEK ROAD SUITE B 682 | ALISO VIEJO | CA | 92656 | PC | GENERAL SUPPORT | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | GENERAL SUPPORT | $250 | |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $100 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 520 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $200 | |
| ASIAN ART MUSEUM | |||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $200,000 | |
| BAKAR BIOENGUINUTY HUB | |||||||
| 201 FILBERT STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | PF | GENERAL SUPPORT | $6,250,000 | |
| BAY NATURE INSTITUTE | |||||||
| 1328 6TH STREET 2B | BERKELEY | CA | 94710 | PC | GENERAL SUPPORT | $250 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | PC | GENERAL SUPPORT | $10,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL SUPPORT | $200,000 | |
| CHICANA LATINA FOUNDATION | |||||||
| 1419 BURLINGAME AVENUE SUITE W2 | BURLINGAME | CA | 94010 | PC | GENERAL SUPPORT | $1,000 | |
| CHILDREN INCORPORATED | |||||||
| PO BOX 72848 | NORTH CHESTERFIELD | VA | 23235 | PC | GENERAL SUPPORT | $2,000 | |
| COLLEGE PREPARATORY SCHOOL | |||||||
| 6100 BROADWAY STREET | OAKLAND | CA | 94618 | PC | GENERAL SUPPORT | $10,000 | |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $20,000 | |
| DON JUAN AVILA ELEMENTARY PTA | |||||||
| 26278 WOOD CANYON | ALISO VIEJO | CA | 92656 | PC | GENERAL SUPPORT | $60 | |
| EAST PALO ALTO YOUTH ARTS & MUSIC CENTER | |||||||
| 101 2ND STREET SUITE 1625 | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $10,000 | |
| EXPLORATORIUM | |||||||
| PIER 17 SUITE 100 | SAN FRANCISCO | CA | 94111 | PC | GENERAL SUPPORT | $200,000 | |
| FOUNDATION FOR U C BERKELEY HILLEL INC | |||||||
| 2736 BANCROFT WAY | BERKELEY | CA | 94704 | PC | GENERAL SUPPORT | $600,000 | |
| HEBREW UNION COLLEGE | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | PC | GENERAL SUPPORT | $10,000 | |
| INTERNATIONAL BIRD RESCUE | |||||||
| 4369 CORDELIA ROAD | FAIRFIELD | CA | 94534 | PC | GENERAL SUPPORT | $150 | |
| JAPANESE AMERICAN NATIONAL MUSEUM | |||||||
| 100 N CENTRAL AVENUE | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $250 | |
| JEWISH COMMUNITY HIGH SCHOOL OF THE BAY | |||||||
| 1835 ELLIS STREET | SAN FRANCISCO | CA | 94115 | PC | GENERAL SUPPORT | $10,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | GENERAL SUPPORT | $1,000,000 | |
| JEWISH HOME AND SENIOR LIVING FOUNDATION | |||||||
| 302 SILVER AVENUE | SAN FRANCISCO | CA | 94112 | PC | GENERAL SUPPORT | $500,000 | |
| J-SEI-INC | |||||||
| 1285 66TH STREET | EMERYVILLE | CA | 94608 | PC | GENERAL SUPPORT | $250 | |
| KANSAS ATHLETICS INCORPORATED | |||||||
| 1651 NAISMITH DRIVE | LAWRENCE | KS | 66045 | PC | GENERAL SUPPORT | $500 | |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $6,750,250 | |
| LEADING EDGE ALLIANCE INC | |||||||
| 85 BROAD STREET 16TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $25,000 | |
| MABEL MATTOS ELEMENTARY PTA | |||||||
| 1750 MCCANDLESS DRIVE | MILPITAS | CA | 95035 | PC | GENERAL SUPPORT | $200 | |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | PC | GENERAL SUPPORT | $150 | |
| NAVAL WAR COLLEGE FOUNDATION INC | |||||||
| 686 CUSHING ROAD | NEWPORT | RI | 02841 | PC | GENERAL SUPPORT | $9,750,000 | |
| NEXT STEP LEARNING CENTER | |||||||
| 2222 CURTIS STREET | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $250 | |
| OAKLAND HEBREW DAY SCHOOL | |||||||
| 5500 REDWOOD ROAD | OAKLAND | CA | 94619 | PC | GENERAL SUPPORT | $5,000 | |
| OFF BROADWAY WEST THEATRE COMPANY | |||||||
| 376 STATEN AVENUE 1 | OAKLAND | CA | 94610 | PC | GENERAL SUPPORT | $2,000 | |
| PENINSULA HUMANE SOCIETY & SPCA | |||||||
| 1450 ROLLINS ROAD | BURLINGAME | CA | 94010 | PC | GENERAL SUPPORT | $200 | |
| POSSE FOUNDATION | |||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | PC | GENERAL SUPPORT | $100 | |
| SAN FRANCISCO AIDS FOUNDATION | |||||||
| 1035 MARKET STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $765 | |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $250 | |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $25,000 | |
| SAN FRANCISCO SPCA | |||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $500 | |
| ST MARY'S COLLEGE OF CALIFORNIA | |||||||
| 1928 SAINT MARYS ROAD PBM 4300 | MORAGA | CA | 94556 | PC | GENERAL SUPPORT | $2,000 | |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | PC | GENERAL SUPPORT | $20,000 | |
| THAT MAN MAY SEE | |||||||
| 10 KORET WAY BOX 0352 | SAN FRANCISCO | CA | 94143 | PC | GENERAL SUPPORT | $50,000 | |
| THE CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $25,000 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $81 | |
| THE SALVATION ARMY | |||||||
| 440 WEST NYACK ROAD PO BOX C-635 | WEST NYACK | NY | 10994 | PC | GENERAL SUPPORT | $510 | |
| THEATRE BAY AREA | |||||||
| 1119 MARKET STREET 2ND FLOOR | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $250 | |
| TOPAZ MUSEUM | |||||||
| PO BOX 241 | DELTA | UT | 84624 | PC | GENERAL SUPPORT | $250 | |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 595 COMMONWEATLH AVENUE SUITE 700 | BOSTON | MA | 02215 | PC | GENERAL SUPPORT | $100 | WEST ENTRANCE |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 94720 | PC | GENERAL SUPPORT | $27,421,049 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||
| 220 MONTGOMERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $37,500,000 | |
| YOUTH EMPLOYMENT SERVICE | |||||||
| 114 E 19TH STREET | COSTA MESA | CA | 92627 | PC | GENERAL SUPPORT | $520 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,604,935 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $414,519 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,299,005 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,562,094 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,907,846 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,183,464 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,183,464 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GERSON BAKAR 1984 TRUST - ADMINISTRATIVE TRUST | |||||||
| 1 | 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | $403,641,816 | Yes (X) | Yes (X) |
| BARBARA BASS BAKAR | |||||||
| 2 | 201 FILBERT STREET NO 400 | SAN FRANCISCO | CA | 94133 | $6,250,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PARTNERSHIP INTERESTS AND PUBLICLY TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $313,641,816 | FairMarketValueAmt |
| Received | 2019-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $71,540 | Amt |
| Net Investment Income | $35,770 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,770 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENT | 2016-03-01 | $541,531 | $40,681 | SL | 39.000000000000 | $13,885 | $0 |
| OFFICE FURNITURE | 2016-03-01 | $62,937 | $24,134 | SL | 7.000000000000 | $8,991 | $0 |
| LEASEHOLD IMPROVEMENT | 2019-07-15 | $2,625 | SL | 39.000000000000 | $34 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKAR BIOENGUINUTY HUB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FILBERT STREET NO 400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-12-06 | GrantDt |
| Grant | $6,250,000 | GrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Expended By Grantee | $6,250,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 2019 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE (OR, PROVIDES THE DETAILS OF THE INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORT, IF APPLICABLE). | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX STOCK FUND | $35,773,394 | $35,773,394 |
| ARTISAN FUNDS | $11,222,667 | $11,222,667 |
| ASIA ENVIRONMENTAL PARTNERS | $471,924 | $471,924 |
| ETON PARK OVERSEAS FUND, LTD | $8,509 | $8,509 |
| LBA REALTY FUND III, LP | $5,833,446 | $5,833,446 |
| SOWOOD ALPHA FUND LTD | $6,265 | $6,265 |
| DODGE & COX INTERNATIONAL STOCK FUND | $10,440,289 | $10,440,289 |
| LATITUDE MANAGEMENT REAL ESTATE CAPITAL III, LP | $2,856,856 | $2,856,856 |
| SCOPUS | $5,679,017 | $5,679,017 |
| STEADFAST INTERNATIONAL LTD | $20,078,750 | $20,078,750 |
| STOCKBRIDGE FUNDS (OS) LTD | $32,933,445 | $32,933,445 |
| SUVRETTA OFFSHORE FUND, LTD | $7,154,846 | $7,154,846 |
| TYBOURNE LONG OPPORTUNITIES (OFFSHORE) FUND | $15,097,550 | $15,097,550 |
| PELHAM LONG/SHORT FUND | $16,085,253 | $16,085,253 |
| CANYON VALUE REALIZATION FUND (CAYMAN) LTD | $8,009,215 | $8,009,215 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $571,133,478 | BookValueAmt |
| EOYFMV | $571,133,478 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENT | $541,531 | $54,566 | $486,965 |
| OFFICE FURNITURE | $62,937 | $33,125 | $29,812 |
| LEASEHOLD IMPROVEMENT | $2,625 | $34 | $2,591 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,245 | LegalFeesAmt |
| Net Investment Income | $8,623 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,622 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $17,240 | $17,240 | $17,240 |
| DEPOSITS | $4,479 | $4,479 | $4,479 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $1,764 | $0 | $1,764 |
| PARTNERSHIP EXPENSES | $9,309,597 | $7,763,355 | $0 |
| TELEPHONE | $4,561 | $0 | $4,561 |
| POSTAGE & SHIPPING | $515 | $0 | $515 |
| INSURANCE | $6,571 | $0 | $6,571 |
| BANK FEES | $175 | $0 | $175 |
| SECURITY SERVICES | $820 | $0 | $820 |
| MISCELLANEOUS EXPENSES | $11,721 | $0 | $11,721 |
| OFFICE EQUIPMENT | $1,269 | $0 | $1,269 |
| CONTINUING EDUCATION | $577 | $0 | $577 |
| OTHER FEES | $604 | $0 | $604 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $48,562,094 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19,532,520 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $61,549,774 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $64,008 | BOYBookValueAmt |
| EOY Book Value | $64,008 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO INVESTMENT EXPENSE | CategoryTxt |
| Amt | $422,700 | Amt |
| Net Investment Income | $422,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $524,681 | $512,073 | $0 |
| PROPERTY TAX | $6,221 | $0 | $6,221 |
| FEDERAL TAX | $800,000 | $0 | $0 |
| STATE TAX WITHHELD | $339,847 | $0 | $0 |