GENERAL SERVICE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GENERAL SERVICE FOUNDATION (EIN 36-6018535)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-09
- IRS object ID
- 202042539349100009
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees 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 | 2020-09-09T10:24:09-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kundinger Corder & Engle PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Lincoln Street Suite 200 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | 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 | 366018535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENERAL SERVICE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GENE | BusinessNameControlTxt |
| Phone | 5106793876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 University Ave | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILL REPLINGER | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 5106793876 | PhoneNum |
| Signature | 2020-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laurie Anderson | PreparerPersonNm |
| PTIN | P01416697 | PTIN |
| Phone | 3035345953 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.164.244.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-09 | IPDt |
| IP Tm | 09:23:49 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C6F90D5B18D9A11C6848E517D2975E4AD7741AE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C6F90D5B18D9A11C6848E517D2975E4AD7741AE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,176,396 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $682,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $682,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,589,787 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $2,586,132 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $556,239 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $564,271 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,828,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,832,720 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $448,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $136,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $311,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $329,086 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $329,086 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $216,129 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $41,684 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $174,445 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,198 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,198 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $757,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $748,717 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,268 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,799 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,651 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,160 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $75,688 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $75,688 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,160 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,160 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$35,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $161,535 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,949,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $964,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,110,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,224,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,609,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,173,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $964,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,719,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,344,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,868,668 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,556 | CashBOYAmt |
| Cash EOY | $117,074 | CashEOYAmt |
| Cash EOYFMV | $117,074 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,193,740 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,204,130 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,204,130 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $22,642 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,476 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,476 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,006,147 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,397,113 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,397,113 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $57,326,823 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,443,699 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $63,443,699 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $31,039 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,135 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,064 | LandBOYAmt |
| Land EOY | $3,904 | LandEOYAmt |
| Land EOYFMV | $3,904 | LandEOYFMVAmt |
| Total Assets BOY | $71,815,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,176,396 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,176,396 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,781 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,918 | AccountsPayableEOYAmt |
| Grants Payable BOY | $970,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $585,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $587,728 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $390,659 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,564,509 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $977,577 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $70,251,463 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $79,198,819 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,251,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,198,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,815,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,176,396 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,251,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,344,728 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,292,084 | OtherIncreasesAmt |
| Subtotal | $79,198,819 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,198,819 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|
| Publicly traded securities | $674,846 | $674,846 | |
| Capital gains from pass-through entities | $1,911,286 | $1,911,286 | P |
| Capital gains subject to income tax | $3,655 | $3,655 | P |
| Capital gains reported on Form 990-T | -$3,655 | -$3,655 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,586,132 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,455,180 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $76,378,915 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058330 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,703,218 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $72,699,486 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050939 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,415,874 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $66,434,203 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051417 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,156,591 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $68,425,389 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046132 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,920,090 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $67,275,613 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043405 | DistributionYr5Rt |
| Total Distribution | 0.250223 | TotalDistributionRt |
| Average Distribution | 0.050045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $75,734,624 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,790,139 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,687 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,818,826 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,719,780 | 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 | $28,687 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,687 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,704 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,704 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $168 | EsPenaltyAmt |
| Overpayment | $17,849 | OverpaymentAmt |
| Applied To ES Tax | $17,849 | 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 |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | 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 | WWW.GENERALSERVICE.ORG | WebsiteAddressTxt |
| Individual With Books | BILL REPPLINGER | IndividualWithBooksNm |
| Phone | 9709206834 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 557 NORTH MILL STREET NO 201 | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| Robin Snidow | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | President | 15.00 | $0 | $0 | $0 |
| Griff Foxley | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Vice-President | 3.00 | $0 | $0 | $0 |
| Marcie J Musser | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Secretary | 2.00 | $0 | $0 | $0 |
| Peter Halby | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Treasurer | 2.00 | $0 | $0 | $0 |
| Eliot Estrin | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Trustee | 2.00 | $0 | $0 | $0 |
| Jesse Estrin | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Trustee | 2.00 | $0 | $0 | $0 |
| Mary L Estrin | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Trustee | 2.00 | $0 | $0 | $0 |
| Zoe Foxley | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Trustee | 2.00 | $0 | $0 | $0 |
| Will Halby | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Trustee | 2.00 | $0 | $0 | $0 |
| Kierra Johnson | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Trustee | 2.00 | $0 | $0 | $0 |
| Robert Musser | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Trustee | 3.00 | $0 | $0 | $0 |
| Carmen Rojas | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Trustee | 2.00 | $0 | $0 | $0 |
| Dimple Abichandani | ||||||||
| 2120 University Avenue | Berkeley | CA | 94704 | Executive Director | 40.00 | $253,400 | $58,318 | $0 |
| William M Repplinger | ||||||||
| 557 North Mill Street Suite 201 | Aspen | CO | 81611 | CFO, Asst Treasurer | 40.00 | $195,000 | $47,879 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Holly Bartling | ||||||||
| 2120 University Avenue | Berkely | CA | 94704 | Senior Program Offic | 40.00 | $144,130 | $29,134 | $0 |
| Elaine Mui | ||||||||
| 2120 University Avenue | Berkely | CA | 94704 | Grants & Operations | 40.00 | $113,400 | $13,968 | $0 |
| Rhea Bailey | ||||||||
| 2120 University Avenue | Berkely | CA | 94704 | Program Officer | 40.00 | $71,556 | $13,490 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Generation Investment | |||||
| 733 Third Avenue Ste 1825 | New York | NY | 10017 | Investment Management | $268,108 |
| Moziac LLC | |||||
| 9401 Wilshire Boulevard Ste 525 | Beverly Hills | CA | 90212 | Investment Consultants | $226,878 |
| Eagle Capital Management | |||||
| 499 Park Avenue | New York | NY | 10022 | Investment Management | $108,781 |
| Silchester International | |||||
| 780 Third Avenue 42nd Floor | New York | NY | 10017 | Investment Management | $102,517 |
| 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 | $75,404,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,483,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,887,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,887,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,153,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,734,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,786,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,786,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,687 | TotalTaxAmt |
| Distributable Before Adj | $3,758,044 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,758,044 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,758,044 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,719,780 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,719,780 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28,687 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,691,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,758,044 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $111,714 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $108,542 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $808,840 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,029,096 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,719,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,758,044 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $961,736 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,990,832 | 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 | $1,990,832 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $111,714 | ExcessFromYear3Amt |
| Excess From Year2 | $108,542 | ExcessFromYear2Amt |
| Excess From Year1 | $808,840 | ExcessFromYear1Amt |
| Excess From Current Year | $961,736 | 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 | General Service Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2120 University Ave | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5106793876 | RecipientPhoneNum |
| Form And Info And Materials | GSF is not currently accepting new Letters of Inquiries (LOIs). Grantees who are invited to propose do so via the internet at: www.generalservice.org. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Invited proposals are due October 1st and March 1st. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation makes grants to organizations in the U.S. The Foundation supports organizations that advance racial and gender justice using strategies of organizing, alliance building cultural and narrative work and leadership development. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 9 to 5 National Association of Working Women | ||||||
| 4130 Tejon Street Unit A | Denver | CO | 80218 | Public Charity | 9 to 5 Colorado | $35,000 |
| Action Center on Race and the Economy | ||||||
| 1901 W Carroll Ave | Chicago | IL | 606122401 | Public Charity | General Support | $50,000 |
| Allied Media Projects | ||||||
| 4126 3rd Street | Detroit | MI | 482011612 | Public Charity | Emergent Strategies Ideation Institute | $10,000 |
| Amalgamated Foundation | ||||||
| 1825 K Street NW | Washington | DC | 20006 | Public Charity | Amplify Fund | $150,000 |
| Amalgamated Foundation | ||||||
| 1825 K Street NW | Washington | DC | 20006 | Public Charity | Defending the Dream | $170,000 |
| Ancient Africa Enslavement and Civil War Museum | ||||||
| 1410 Water Avenue | Selma | AL | 367033873 | Public Charity | General Support | $5,000 |
| Annie Pearl Avery | ||||||
| 1410 Water Avenue | Selma | AL | 36703 | Individual | General Support | $5,000 |
| Bend the Arc - A Jewish Partnership for Justice | ||||||
| 330 7th Ave Ste 1902 | New York | NY | 100015241 | Public Charity | Caring Across Generations Campaign | $80,000 |
| Centro de los Derechos del Migrante Inc | ||||||
| 10 E North Avenue Suite 9 | Baltimore | MD | 212024886 | Public Charity | General Support | $40,000 |
| Chinese Progressive Association | ||||||
| 1042 Grant Avenue Suite 5 | San Francisco | CA | 94133 | Public Charity | Black Futures Lab | $50,000 |
| Color Of Change Education Fund | ||||||
| 1714 Fraklin St Ste 100 136 | Oakland | CA | 94612 | Public Charity | General Support | $40,000 |
| Colorado Immigrant Rights Coalition | ||||||
| 2525 W Alameda Ave | Denver | CO | 80219 | Public Charity | General Support | $35,000 |
| Colorado Immigrant Rights Coalition | ||||||
| 2525 W Alameda Ave | Denver | CO | 80219 | Public Charity | General Support | $45,000 |
| Colorado Organization for Latina Opportunity and Reproductive Rights | ||||||
| PO Box 40991 | Denver | CO | 80204 | Public Charity | General Support | $20,000 |
| Colorado People's Alliance | ||||||
| 700 Kalamath Street | Denver | CO | 80204 | Public Charity | General Support | $35,000 |
| Common Council Foundation | ||||||
| 1624 Franklin Street Ste 1022 | Oakland | CA | 94612 | Public Charity | Amplify Fund | $50,000 |
| Community Catalyst | ||||||
| One Federal Street | Boston | MA | 02210 | Public Charity | Building Voice and Power for Women's Health | $40,000 |
| Community Partners | ||||||
| 1000 N Alameda Street Ste 240 | Los Angeles | CA | 900124297 | Public Charity | Los Angeles Black Worker Center | $70,000 |
| Confluence Philanthropy Inc | ||||||
| 436 14th S Street Ste 900 | Oakland | CA | 94812 | Public Charity | General Support | $4,000 |
| Faith Crusades Ministries | ||||||
| 17 Mildred Street | Montgomery | AL | 361044117 | Public Charity | I Am More Than Initiative | $10,000 |
| Forward Together | ||||||
| 300 Frank H Ogawa Plaza Suite 700 | Oakland | CA | 94612 | Public Charity | General Support | $75,000 |
| Fractured Atlas Inc | ||||||
| 248 W 35th Street 10th Floor | New York | NY | 100012505 | Public Charity | Equality Labs Digital Resilience Initiative | $110,000 |
| Funders for Reproductive Equity | ||||||
| PO Box 750 | Rockville | MD | 208480750 | Public Charity | Rockwood Fellowship for Leaders in Reproductive Health | $80,000 |
| Funders for Reproductive Equity | ||||||
| PO Box 750 | Rockville | MD | 208480750 | Public Charity | General Support | $10,000 |
| Groundswell Fund | ||||||
| 548 Market Street 49734 | San Francisco | CA | 94104 | Public Charity | General Support | $130,000 |
| Jobs With Justice Education Fund | ||||||
| 1616 P Street NW Ste 150 | Washington | DC | 20036 | Public Charity | General Support | $10,000 |
| Jolt Initiative | ||||||
| PO Box 4185 | Austin | TX | 78765 | Public Charity | General Support | $60,000 |
| Mijente Support Committee | ||||||
| 734 West Pold Street | Phoenix | AZ | 85007 | Public Charity | General Support | $10,000 |
| Movement Strategy Center | ||||||
| 436 14th Street Ste 500 | Oakland | CA | 94612 | Public Charity | Movement Generation Justice and Ecology Project | $35,000 |
| Ms Foundation for Women | ||||||
| 12 MetroTech Center 26th Floor | Brooklyn | NY | 11201 | Public Charity | General Support | $80,000 |
| National Advocates for Pregnant Women | ||||||
| 575 8th Ave Floor 7 | New York | NY | 10018 | Public Charity | General Support | $40,000 |
| National Asian Pacific American Women's Forum (NAPAWF) | ||||||
| 1225 New York Ave NW Ste 800 | Washington | DC | 20005 | Public Charity | General Support | $40,000 |
| National Committee for Responsive Philanthropy | ||||||
| 1900 L Street NW Ste 825 | Washington | DC | 200365009 | Public Charity | General Support | $1,500 |
| National Day Laborer Organizing Network | ||||||
| 1030 S Arroyo Pkwy Ste 106 | Pasadena | CA | 91105 | Public Charity | General Support | $90,000 |
| National Domestic Workers Alliance | ||||||
| 45 Broadway Suite 320 | New York | NY | 10006 | Public Charity | General Support | $45,000 |
| National Domestic Workers Alliance | ||||||
| 45 Broadway Suite 320 | New York | NY | 10006 | Public Charity | Lani Shaw Movement Award - Families Belong Together | $50,000 |
| National Domestic Workers Alliance | ||||||
| 45 Broadway Suite 320 | New York | NY | 10006 | Public Charity | Families Belong Together | $50,000 |
| National Employment Law Project | ||||||
| 90 Broad Street Suite 1100 | New York | NY | 10004 | Public Charity | General Support | $35,000 |
| National Health Law Program Inc | ||||||
| 3701 Wilshire Blvd Ste 750 | Los Angeles | CA | 90010 | Public Charity | General Support | $35,000 |
| National Latina Institute for Reproductive Health | ||||||
| 50 Broad Street Suite 1937 | New York | NY | 10004 | Public Charity | General Support | $40,000 |
| National Network of Abortion Funds | ||||||
| PO Box 22457 | Philadelphia | PA | 19110 | Public Charity | General Support | $30,000 |
| Neighborhood Funders Group | ||||||
| 300 Frank H Ogawa Plaza Ste 700 | Oakland | CA | 94612 | Public Charity | Neighborhood Funders Group | $40,000 |
| NEO Philanthropy | ||||||
| 45 W 36th Street Floor 6 | New York | NY | 100187635 | Public Charity | Resilient Strategies: Healing In Resistance Project; a fiscally sponsored project of NEO Philanthropy. | $50,000 |
| NEO Philanthropy | ||||||
| 45 W 36th Street Floor 6 | New York | NY | 100187635 | Public Charity | National Black Workers Center Project | $60,000 |
| NEO Philanthropy | ||||||
| 45 W 36th Street Floor 6 | New York | NY | 100187635 | Public Charity | Social Transformation Project (STP) - Northstar Network | $40,000 |
| New Orleans Workers' Center for Racial Justice | ||||||
| 217 N Prieur Street | New Orleans | LA | 70112 | Public Charity | General Support | $70,000 |
| New Venture Fund | ||||||
| 1201 Connecticut Ave NW Ste 300 | Washington | DC | 20036 | Public Charity | The Partnership Fund | $75,000 |
| New Venture Fund | ||||||
| 1201 Connecticut Ave NW Ste 300 | Washington | DC | 20036 | Public Charity | The Partnership Fund | $105,000 |
| New Venture Fund | ||||||
| 1201 Connecticut Ave NW Ste 300 | Washington | DC | 20036 | Public Charity | Coworker.org | $60,000 |
| New Venture Fund | ||||||
| 1201 Connecticut Ave NW Ste 300 | Washington | DC | 20036 | Public Charity | All above All | $50,000 |
| North Bay Organizing Project | ||||||
| PO Box 503 | Graton | CA | 954440503 | Public Charity | UndocuFund for Fire Relief in Sonoma County | $13,000 |
| Northern California Grantmakers | ||||||
| 160 Spear Street Ste 360 | San Francisco | CA | 94105 | Public Charity | Membership | $500 |
| People's Action Institute | ||||||
| 2125 W North Avenue | Chicago | IL | 60647 | Public Charity | General Support | $40,000 |
| Progressive America Fund dba Organization United for Respect | ||||||
| One Mtrotech Center North 11 Floor | Brooklyn | NY | 11201 | Public Charity | General Support | $30,000 |
| Proteus Fund | ||||||
| 15 Research Drive Ste B | Amherst | MA | 01002 | Public Charity | ReFrame Program | $50,000 |
| Proteus Fund | ||||||
| 15 Research Drive Ste B | Amherst | MA | 01002 | Public Charity | Protecting the Right to Protest | $100,000 |
| Restaurant Opportunities Centers United | ||||||
| 275 Seventh Avenue Ste 1703 | New York | NY | 10001 | Public Charity | Pop Culture Collaborative | $45,000 |
| Rockefeller Philanthropy Advisors | ||||||
| 6 West 48th 10th Floor | New York | NY | 100361802 | Public Charity | Pop Culture Collaborative | $100,000 |
| Rockefeller Philanthropy Advisors | ||||||
| 6 West 48th 10th Floor | New York | NY | 100361802 | Public Charity | Pop Culture Collaborative | $100,000 |
| Sunrise Movement Education Fund | ||||||
| 50 F Street NW Ste 700 | Washington | DC | 200011530 | Public Charity | General Support | $100,000 |
| Texas Freedom Network Education Fund | ||||||
| PO Box 1624 | Austin | TX | 787671624 | Public Charity | Texas Youth Power Alliance | $100,000 |
| The Praxis Project | ||||||
| 1001 Connecticut Avenue NW Ste 201 | Washington | DC | 20036 | Public Charity | Black Organizing for Leadership and Dignity (BOLD) | $30,000 |
| The Women's Foundation of California | ||||||
| 300 Frank H Ogawa Plaza Ste 420 | Oakland | CA | 946120000 | Public Charity | The Culture Change Collaborative Fund | $50,000 |
| Third Sector New England Inc | ||||||
| 89 South Street Ste 700 | Boston | MA | 021112671 | Public Charity | Civil Liberties and Public Policy Program | $50,000 |
| Third Sector New England Inc | ||||||
| 89 South Street Ste 700 | Boston | MA | 021112671 | Public Charity | Building Movement Project - Leadership Funders Group | $5,000 |
| United for a New Economy | ||||||
| 7760 West 38th Avenue Ste 200 | Wheat Ridge | CO | 80033 | Public Charity | Transformative Leadership for Change | $75,000 |
| United for a New Economy | ||||||
| 7760 West 38th Avenue Ste 200 | Wheat Ridge | CO | 80033 | Public Charity | Transformative Leadership for Change | $40,000 |
| Western States Center | ||||||
| PO Box 40305 | Portland | OR | 972400305 | Public Charity | General Support | $80,000 |
| Workers Defense Project | ||||||
| 5604 Manor Road | Austin | TX | 78723 | Public Charity | General Support | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,609,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Color Of Change Education Fund | ||||||
| 1714 Fraklin St Ste 100 136 | Oakland | CA | 94612 | Public Charity | General Support | $80,000 |
| Community Catalyst | ||||||
| One Federal Street | Boston | MA | 02210 | Public Charity | Building Voice and Power for Women's Health | $40,000 |
| Movement Strategy Center | ||||||
| 436 14th Street Ste 500 | Oakland | CA | 94612 | Public Charity | Movement Generation Justice and Ecology Project | $25,000 |
| National Domestic Workers Alliance | ||||||
| 45 Broadway Suite 320 | New York | NY | 10006 | Public Charity | General Support | $45,000 |
| People's Action Institute | ||||||
| 2125 W North Avenue | Chicago | IL | 60647 | Public Charity | General Support | $60,000 |
| Proteus Fund | ||||||
| 15 Research Drive Ste B | Amherst | MA | 01002 | Public Charity | ReFrame Program | $100,000 |
| Restaurant Opportunities Centers United | ||||||
| 275 Seventh Avenue Ste 1703 | New York | NY | 10001 | Public Charity | General support | $45,000 |
| The Praxis Project | ||||||
| 1001 Connecticut Avenue NW Ste 201 | Washington | DC | 20036 | Public Charity | Black Organizing for Leadership and Dignity (BOLD) | $60,000 |
| The Women's Foundation of California | ||||||
| 300 Frank H Ogawa Plaza Ste 420 | Oakland | CA | 946120000 | Public Charity | The Culture Change Collaborative Fund | $50,000 |
| Workers Defense Project | ||||||
| 5604 Manor Road | Austin | TX | 78723 | Public Charity | General Support | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $585,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $682,317 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $564,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,655 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,586,132 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment loss reported by pass-through entities | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$8,032 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,377 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,832,720 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,828,343 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kundinger, Corder & Engle, P.C. | CategoryTxt |
| Amt | $31,000 | Amt |
| Net Investment Income | $15,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Eagle Capital Management LLC | $14,714,826 | $14,714,826 |
| Invitation Homes | $678,431 | $678,431 |
| Madhava Honey, Ltd | $3,856 | $3,856 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (42 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Northwoods Capital Equity Holdings I, LP | FMV | $1,513,360 | $1,513,360 |
| Northwoods Capital Equity Holdings II, LP | FMV | $945,214 | $945,214 |
| Generation IM | FMV | $19,094,559 | $19,094,559 |
| Silchester International Value Equity Trust | FMV | $11,046,153 | $11,046,153 |
| NZC Guggenheim Fund Limited | FMV | $120 | $120 |
| AG Mortgage Value Partners, Ltd | FMV | $2,472,305 | $2,472,305 |
| AG REDI, Ltd | FMV | $3,684,384 | $3,684,384 |
| Black Rock Value Credit Partners, LP | FMV | $100,972 | $100,972 |
| InSolve Global Credit Feed Fund II, LP | FMV | $402,889 | $402,889 |
| InSolve Global Credit Feed Fund II, LP | FMV | $1,708,845 | $1,708,845 |
| InSolve Global Credit Feed Fund IV, LP | FMV | $908,727 | $908,727 |
| DK LT Distressed Opp Fund II | FMV | $354,492 | $354,492 |
| DK LT Distressed Opp Fund III | FMV | $879,155 | $879,155 |
| DK LT Distressed Opp Fund IV | FMV | $770,047 | $770,047 |
| AG DLI I | FMV | $931,240 | $931,240 |
| AG DLI II | FMV | $1,805,002 | $1,805,002 |
| AG DLI III | FMV | $559,708 | $559,708 |
| Almitas Tactical Fund | FMV | $1,269,265 | $1,269,265 |
| New Energy Credit Infreastructure Credit Fund | FMV | $339,441 | $339,441 |
| North Sky Clean Tech Fund IV | FMV | $426,276 | $426,276 |
| Clean Tech Alliance, LP | FMV | $206,481 | $206,481 |
| Commons Capital LP | FMV | $45,002 | $45,002 |
| Elevar Equity Fund II LP | FMV | $1,359,712 | $1,359,712 |
| Ellevest, Inc. | FMV | $499,997 | $499,997 |
| GCEV Co-Invest TRR, LP | FMV | $669,156 | $669,156 |
| TPG ART Partners LP | FMV | $1,192,726 | $1,192,726 |
| Landmark Equity XV | FMV | $394,147 | $394,147 |
| Landmark Equity XVI | FMV | $276,708 | $276,708 |
| Advancit Capital III, LP | FMV | $1,111,379 | $1,111,379 |
| AG Europe Realty Holdings II, LP | FMV | $906,013 | $906,013 |
| Starwood Opp Fund IX | FMV | $675,290 | $675,290 |
| Starwood Opp Fund X | FMV | $930,576 | $930,576 |
| Starwood Opp Fund XI | FMV | $412,041 | $412,041 |
| KA Real Estate Partners III | FMV | $23,624 | $23,624 |
| KA Real Estate Partners IV | FMV | $580,427 | $580,427 |
| KA Real Estate Partners V | FMV | $630,579 | $630,579 |
| Landmark VIII | FMV | $319,921 | $319,921 |
| Lyme Forest Timber Fund III | FMV | $476,744 | $476,744 |
| Lyme Timber Fund IV | FMV | $1,010,971 | $1,010,971 |
| Redcar Fund I | FMV | $302,386 | $302,386 |
| Atlas Co-Invest | FMV | $1,186,045 | $1,186,045 |
| Thorofare Fund V, LP | FMV | $1,021,620 | $1,021,620 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture, equipment and leasehold improvements | CategoryOrItemTxt |
| Cost Or Other Basis | $31,039 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $27,135 | AccumulatedDepreciationAmt |
| Book Value | $3,904 | BookValueAmt |
| EOYFMV | $3,904 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Adler & Colvin | $4,114 | $0 | $4,114 |
| Cozen O'Conner | $249 | $0 | $249 |
| Perkins Cole LLC | $835 | $0 | $835 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Board expense | $68,955 | $0 | $68,955 |
| Staff development | $23,574 | $0 | $23,574 |
| Business liability insurance | $1,901 | $0 | $1,901 |
| Contract services | $5,971 | $0 | $5,971 |
| Communications | $29,212 | $0 | $29,212 |
| Supplies | $26,439 | $0 | $26,439 |
| Miscellaneous | $5,483 | $0 | $5,483 |
| Decrease in deferred excise tax payable | -$197,069 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Income from pass-through entities | $564,271 | $564,271 | $564,271 |
| Investment loss reported by pass-through entities | -$8,032 | -$8,032 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $10,292,084 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred excise tax payable | Desc |
| BOY Book Value | $587,728 | BOYBookValueAmt |
| EOY Book Value | $390,659 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Trinet HR Corporation | $9,268 | $0 | $9,268 |
| Mozaic, LLC | $226,878 | $226,878 | $0 |
| Goldman Sachs Asset Management | $35,000 | $35,000 | $0 |
| Silchester International Investors | $102,517 | $102,517 | $0 |
| Eagle Capital Management | $108,781 | $108,781 | $0 |
| Generation Investment Management | $268,108 | $268,108 | $0 |
| State Street Bank | $7,433 | $7,433 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Estimated excise tax paid in 2019 | $45,000 | $0 | $0 |
| Income tax | $10,982 | $0 | $0 |
| Foreign tax | $21,651 | $21,651 | $0 |
| Increase in prepaid exise tax expense | $12,166 | $0 | $0 |