2020-09-09T10:24:09-05:00 2019-12-31 Kundinger Corder & Engle PC 475 Lincoln Street Suite 200 Denver CO 80203 990PF 2019-01-01 366018535 GENERAL SERVICE FOUNDATION GENE 5106793876 2120 University Ave Berkeley CA 94704 BILL REPLINGER Chief Financial Officer 5106793876 2020-09-09 1 Laurie Anderson P01416697 3035345953 72.164.244.82 2020-09-09 09:23:49 MD P 4C6F90D5B18D9A11C6848E517D2975E4AD7741AE 4C6F90D5B18D9A11C6848E517D2975E4AD7741AE 2019 2021-01-29 14:40:06Z X 80176396 X X 682317 682317 2589787 2586132 556239 564271 3828343 3832720 448400 136500 311900 329086 0 329086 216129 41684 174445 5198 0 5198 31000 15500 15500 757985 748717 9268 89799 21651 0 3160 0 75688 0 75688 28160 0 28160 -35534 0 161535 1949071 964052 1110780 3224000 3609000 5173071 964052 4719780 -1344728 2868668 259556 117074 117074 2193740 1204130 1204130 22642 10476 10476 12006147 15397113 15397113 57326823 63443699 63443699 31039 27135 7064 3904 3904 71815972 80176396 80176396 6781 1918 970000 585000 587728 390659 1564509 977577 X 70251463 79198819 70251463 79198819 71815972 80176396 70251463 -1344728 10292084 79198819 0 79198819 Publicly traded securities 674846 674846 Capital gains from pass-through entities P 1911286 1911286 Capital gains subject to income tax P 3655 3655 Capital gains reported on Form 990-T P -3655 -3655 2586132 0 4455180 76378915 0.058330 3703218 72699486 0.050939 3415874 66434203 0.051417 3156591 68425389 0.046132 2920090 67275613 0.043405 0.250223 0.050045 75734624 3790139 28687 3818826 4719780 X 28687 0 28687 0 28687 46704 0 0 46704 X 168 17849 17849 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA CO IL 1 0 0 0 0 1 WWW.GENERALSERVICE.ORG BILL REPPLINGER 9709206834 557 NORTH MILL STREET NO 201 ASPEN CO 81611 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 253400 58318 0 William M Repplinger 557 North Mill Street Suite 201 Aspen CO 81611 CFO, Asst Treasurer 40.00 195000 47879 0 Holly Bartling 2120 University Avenue Berkely CA 94704 Senior Program Offic 40.00 144130 29134 0 Elaine Mui 2120 University Avenue Berkely CA 94704 Grants & Operations 40.00 113400 13968 0 Rhea Bailey 2120 University Avenue Berkely CA 94704 Program Officer 40.00 71556 13490 0 0 Generation Investment 733 Third Avenue Ste 1825 New York NY 10017 Investment Management 268108 Moziac LLC 9401 Wilshire Boulevard Ste 525 Beverly Hills CA 90212 Investment Consultants 226878 Eagle Capital Management 499 Park Avenue New York NY 10022 Investment Management 108781 Silchester International 780 Third Avenue 42nd Floor New York NY 10017 Investment Management 102517 0 0 75404804 1483139 0 76887943 0 0 76887943 1153319 75734624 3786731 3786731 28687 28687 3758044 0 3758044 0 3758044 4719780 0 4719780 28687 4691093 3758044 0 0 111714 108542 808840 1029096 4719780 0 0 0 3758044 961736 0 0 1990832 0 0 0 0 0 0 0 1990832 111714 108542 808840 961736 X General Service Foundation 2120 University Ave Berkeley CA 94704 5106793876 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. Invited proposals are due October 1st and March 1st. 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. 9 to 5 National Association of Working Women 4130 Tejon Street Unit A Denver CO 80218 Public Charity 9 to 5 Colorado 35000 Action Center on Race and the Economy 1901 W Carroll Ave Chicago IL 606122401 Public Charity General Support 50000 Allied Media Projects 4126 3rd Street Detroit MI 482011612 Public Charity Emergent Strategies Ideation Institute 10000 Amalgamated Foundation 1825 K Street NW Washington DC 20006 Public Charity Amplify Fund 150000 Amalgamated Foundation 1825 K Street NW Washington DC 20006 Public Charity Defending the Dream 170000 Ancient Africa Enslavement and Civil War Museum 1410 Water Avenue Selma AL 367033873 Public Charity General Support 5000 Annie Pearl Avery 1410 Water Avenue Selma AL 36703 Individual General Support 5000 Bend the Arc - A Jewish Partnership for Justice 330 7th Ave Ste 1902 New York NY 100015241 Public Charity Caring Across Generations Campaign 80000 Centro de los Derechos del Migrante Inc 10 E North Avenue Suite 9 Baltimore MD 212024886 Public Charity General Support 40000 Chinese Progressive Association 1042 Grant Avenue Suite 5 San Francisco CA 94133 Public Charity Black Futures Lab 50000 Color Of Change Education Fund 1714 Fraklin St Ste 100 136 Oakland CA 94612 Public Charity General Support 40000 Colorado Immigrant Rights Coalition 2525 W Alameda Ave Denver CO 80219 Public Charity General Support 35000 Colorado Immigrant Rights Coalition 2525 W Alameda Ave Denver CO 80219 Public Charity General Support 45000 Colorado Organization for Latina Opportunity and Reproductive Rights PO Box 40991 Denver CO 80204 Public Charity General Support 20000 Colorado People's Alliance 700 Kalamath Street Denver CO 80204 Public Charity General Support 35000 Common Council Foundation 1624 Franklin Street Ste 1022 Oakland CA 94612 Public Charity Amplify Fund 50000 Community Catalyst One Federal Street Boston MA 02210 Public Charity Building Voice and Power for Women's Health 40000 Community Partners 1000 N Alameda Street Ste 240 Los Angeles CA 900124297 Public Charity Los Angeles Black Worker Center 70000 Confluence Philanthropy Inc 436 14th S Street Ste 900 Oakland CA 94812 Public Charity General Support 4000 Faith Crusades Ministries 17 Mildred Street Montgomery AL 361044117 Public Charity I Am More Than Initiative 10000 Forward Together 300 Frank H Ogawa Plaza Suite 700 Oakland CA 94612 Public Charity General Support 75000 Fractured Atlas Inc 248 W 35th Street 10th Floor New York NY 100012505 Public Charity Equality Labs Digital Resilience Initiative 110000 Funders for Reproductive Equity PO Box 750 Rockville MD 208480750 Public Charity Rockwood Fellowship for Leaders in Reproductive Health 80000 Funders for Reproductive Equity PO Box 750 Rockville MD 208480750 Public Charity General Support 10000 Groundswell Fund 548 Market Street 49734 San Francisco CA 94104 Public Charity General Support 130000 Jobs With Justice Education Fund 1616 P Street NW Ste 150 Washington DC 20036 Public Charity General Support 10000 Jolt Initiative PO Box 4185 Austin TX 78765 Public Charity General Support 60000 Mijente Support Committee 734 West Pold Street Phoenix AZ 85007 Public Charity General Support 10000 Movement Strategy Center 436 14th Street Ste 500 Oakland CA 94612 Public Charity Movement Generation Justice and Ecology Project 35000 Ms Foundation for Women 12 MetroTech Center 26th Floor Brooklyn NY 11201 Public Charity General Support 80000 National Advocates for Pregnant Women 575 8th Ave Floor 7 New York NY 10018 Public Charity General Support 40000 National Asian Pacific American Women's Forum (NAPAWF) 1225 New York Ave NW Ste 800 Washington DC 20005 Public Charity General Support 40000 National Committee for Responsive Philanthropy 1900 L Street NW Ste 825 Washington DC 200365009 Public Charity General Support 1500 National Day Laborer Organizing Network 1030 S Arroyo Pkwy Ste 106 Pasadena CA 91105 Public Charity General Support 90000 National Domestic Workers Alliance 45 Broadway Suite 320 New York NY 10006 Public Charity General Support 45000 National Domestic Workers Alliance 45 Broadway Suite 320 New York NY 10006 Public Charity Lani Shaw Movement Award - Families Belong Together 50000 National Domestic Workers Alliance 45 Broadway Suite 320 New York NY 10006 Public Charity Families Belong Together 50000 National Employment Law Project 90 Broad Street Suite 1100 New York NY 10004 Public Charity General Support 35000 National Health Law Program Inc 3701 Wilshire Blvd Ste 750 Los Angeles CA 90010 Public Charity General Support 35000 National Latina Institute for Reproductive Health 50 Broad Street Suite 1937 New York NY 10004 Public Charity General Support 40000 National Network of Abortion Funds PO Box 22457 Philadelphia PA 19110 Public Charity General Support 30000 Neighborhood Funders Group 300 Frank H Ogawa Plaza Ste 700 Oakland CA 94612 Public Charity Neighborhood Funders Group 40000 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. 50000 NEO Philanthropy 45 W 36th Street Floor 6 New York NY 100187635 Public Charity National Black Workers Center Project 60000 NEO Philanthropy 45 W 36th Street Floor 6 New York NY 100187635 Public Charity Social Transformation Project (STP) - Northstar Network 40000 New Orleans Workers' Center for Racial Justice 217 N Prieur Street New Orleans LA 70112 Public Charity General Support 70000 New Venture Fund 1201 Connecticut Ave NW Ste 300 Washington DC 20036 Public Charity The Partnership Fund 75000 New Venture Fund 1201 Connecticut Ave NW Ste 300 Washington DC 20036 Public Charity The Partnership Fund 105000 New Venture Fund 1201 Connecticut Ave NW Ste 300 Washington DC 20036 Public Charity Coworker.org 60000 New Venture Fund 1201 Connecticut Ave NW Ste 300 Washington DC 20036 Public Charity All above All 50000 North Bay Organizing Project PO Box 503 Graton CA 954440503 Public Charity UndocuFund for Fire Relief in Sonoma County 13000 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 40000 Progressive America Fund dba Organization United for Respect One Mtrotech Center North 11 Floor Brooklyn NY 11201 Public Charity General Support 30000 Proteus Fund 15 Research Drive Ste B Amherst MA 01002 Public Charity ReFrame Program 50000 Proteus Fund 15 Research Drive Ste B Amherst MA 01002 Public Charity Protecting the Right to Protest 100000 Restaurant Opportunities Centers United 275 Seventh Avenue Ste 1703 New York NY 10001 Public Charity Pop Culture Collaborative 45000 Rockefeller Philanthropy Advisors 6 West 48th 10th Floor New York NY 100361802 Public Charity Pop Culture Collaborative 100000 Rockefeller Philanthropy Advisors 6 West 48th 10th Floor New York NY 100361802 Public Charity Pop Culture Collaborative 100000 Sunrise Movement Education Fund 50 F Street NW Ste 700 Washington DC 200011530 Public Charity General Support 100000 Texas Freedom Network Education Fund PO Box 1624 Austin TX 787671624 Public Charity Texas Youth Power Alliance 100000 The Praxis Project 1001 Connecticut Avenue NW Ste 201 Washington DC 20036 Public Charity Black Organizing for Leadership and Dignity (BOLD) 30000 The Women's Foundation of California 300 Frank H Ogawa Plaza Ste 420 Oakland CA 946120000 Public Charity The Culture Change Collaborative Fund 50000 Third Sector New England Inc 89 South Street Ste 700 Boston MA 021112671 Public Charity Civil Liberties and Public Policy Program 50000 Third Sector New England Inc 89 South Street Ste 700 Boston MA 021112671 Public Charity Building Movement Project - Leadership Funders Group 5000 United for a New Economy 7760 West 38th Avenue Ste 200 Wheat Ridge CO 80033 Public Charity Transformative Leadership for Change 75000 United for a New Economy 7760 West 38th Avenue Ste 200 Wheat Ridge CO 80033 Public Charity Transformative Leadership for Change 40000 Western States Center PO Box 40305 Portland OR 972400305 Public Charity General Support 80000 Workers Defense Project 5604 Manor Road Austin TX 78723 Public Charity General Support 50000 3609000 Color Of Change Education Fund 1714 Fraklin St Ste 100 136 Oakland CA 94612 Public Charity General Support 80000 Community Catalyst One Federal Street Boston MA 02210 Public Charity Building Voice and Power for Women's Health 40000 Movement Strategy Center 436 14th Street Ste 500 Oakland CA 94612 Public Charity Movement Generation Justice and Ecology Project 25000 National Domestic Workers Alliance 45 Broadway Suite 320 New York NY 10006 Public Charity General Support 45000 People's Action Institute 2125 W North Avenue Chicago IL 60647 Public Charity General Support 60000 Proteus Fund 15 Research Drive Ste B Amherst MA 01002 Public Charity ReFrame Program 100000 Restaurant Opportunities Centers United 275 Seventh Avenue Ste 1703 New York NY 10001 Public Charity General support 45000 The Praxis Project 1001 Connecticut Avenue NW Ste 201 Washington DC 20036 Public Charity Black Organizing for Leadership and Dignity (BOLD) 60000 The Women's Foundation of California 300 Frank H Ogawa Plaza Ste 420 Oakland CA 946120000 Public Charity The Culture Change Collaborative Fund 50000 Workers Defense Project 5604 Manor Road Austin TX 78723 Public Charity General Support 80000 585000 14 682317 14 564271 523000 3655 18 2586132 Investment loss reported by pass-through entities 523000 -8032 -4377 3832720 0 3828343 0 0 0 0 0 0 0 0 0 0 Kundinger, Corder & Engle, P.C. 31000 15500 15500 Eagle Capital Management LLC 14714826 14714826 Invitation Homes 678431 678431 Madhava Honey, Ltd 3856 3856 Northwoods Capital Equity Holdings I, LP FMV 1513360 1513360 Northwoods Capital Equity Holdings II, LP FMV 945214 945214 Generation IM FMV 19094559 19094559 Silchester International Value Equity Trust FMV 11046153 11046153 NZC Guggenheim Fund Limited FMV 120 120 AG Mortgage Value Partners, Ltd FMV 2472305 2472305 AG REDI, Ltd FMV 3684384 3684384 Black Rock Value Credit Partners, LP FMV 100972 100972 InSolve Global Credit Feed Fund II, LP FMV 402889 402889 InSolve Global Credit Feed Fund II, LP FMV 1708845 1708845 InSolve Global Credit Feed Fund IV, LP FMV 908727 908727 DK LT Distressed Opp Fund II FMV 354492 354492 DK LT Distressed Opp Fund III FMV 879155 879155 DK LT Distressed Opp Fund IV FMV 770047 770047 AG DLI I FMV 931240 931240 AG DLI II FMV 1805002 1805002 AG DLI III FMV 559708 559708 Almitas Tactical Fund FMV 1269265 1269265 New Energy Credit Infreastructure Credit Fund FMV 339441 339441 North Sky Clean Tech Fund IV FMV 426276 426276 Clean Tech Alliance, LP FMV 206481 206481 Commons Capital LP FMV 45002 45002 Elevar Equity Fund II LP FMV 1359712 1359712 Ellevest, Inc. FMV 499997 499997 GCEV Co-Invest TRR, LP FMV 669156 669156 TPG ART Partners LP FMV 1192726 1192726 Landmark Equity XV FMV 394147 394147 Landmark Equity XVI FMV 276708 276708 Advancit Capital III, LP FMV 1111379 1111379 AG Europe Realty Holdings II, LP FMV 906013 906013 Starwood Opp Fund IX FMV 675290 675290 Starwood Opp Fund X FMV 930576 930576 Starwood Opp Fund XI FMV 412041 412041 KA Real Estate Partners III FMV 23624 23624 KA Real Estate Partners IV FMV 580427 580427 KA Real Estate Partners V FMV 630579 630579 Landmark VIII FMV 319921 319921 Lyme Forest Timber Fund III FMV 476744 476744 Lyme Timber Fund IV FMV 1010971 1010971 Redcar Fund I FMV 302386 302386 Atlas Co-Invest FMV 1186045 1186045 Thorofare Fund V, LP FMV 1021620 1021620 Furniture, equipment and leasehold improvements 31039 27135 3904 3904 Adler & Colvin 4114 0 4114 Cozen O'Conner 249 0 249 Perkins Cole LLC 835 0 835 Board expense 68955 0 68955 Staff development 23574 0 23574 Business liability insurance 1901 0 1901 Contract services 5971 0 5971 Communications 29212 0 29212 Supplies 26439 0 26439 Miscellaneous 5483 0 5483 Decrease in deferred excise tax payable -197069 0 0 Income from pass-through entities 564271 564271 564271 Investment loss reported by pass-through entities -8032 -8032 Unrealized gain on investments 10292084 Deferred excise tax payable 587728 390659 Trinet HR Corporation 9268 0 9268 Mozaic, LLC 226878 226878 0 Goldman Sachs Asset Management 35000 35000 0 Silchester International Investors 102517 102517 0 Eagle Capital Management 108781 108781 0 Generation Investment Management 268108 268108 0 State Street Bank 7433 7433 0 Estimated excise tax paid in 2019 45000 0 0 Income tax 10982 0 0 Foreign tax 21651 21651 0 Increase in prepaid exise tax expense 12166 0 0