SPRINGCREEK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SPRINGCREEK FOUNDATION (EIN 68-0344778)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349104964
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:06:49-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454060696 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 Contra Costa Blvd | AddressLine1Txt |
| City | Pleasant Hill | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | 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 | 680344778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Springcreek Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Third Plateau Social Impact Strategi | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPRI | BusinessNameControlTxt |
| Phone | 5108414123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Avenue | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marlis Corning Jansen | PersonNm |
| Person Title | VP/Secretary/Treasurer | PersonTitleTxt |
| Phone | 5108414123 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CCA LLP | PreparerPersonNm |
| PTIN | P00587987 | PTIN |
| Phone | 9256852911 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.24.132.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 15:06:43 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D8FC6D2B4B961B03C3571F252B9F796928178899 | 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 | $16,194,234 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,540 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,540 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $209,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $209,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,363,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,028 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,400 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,400 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $405,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $485,945 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,400 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $274 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $274 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $168,547 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $328,434 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $61,990 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,968 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,476 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $188,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $330,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,115 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $590,612 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $590,612 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $779,119 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $330,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $663,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$373,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,386 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,400 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $521,176 | CashBOYAmt |
| Cash EOY | $540,686 | CashEOYAmt |
| Cash EOYFMV | $540,686 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $53,010 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $39,806 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $39,806 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $85,980 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $85,980 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,666,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,420,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,420,866 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $105,569 | OtherAssetsBOYAmt |
| Other Assets EOY | $106,896 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $106,896 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,345,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,194,234 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,194,234 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,449 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,926 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,449 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,926 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,337,494 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,167,308 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,337,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,167,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,345,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,194,234 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,337,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$373,413 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,203,227 | OtherIncreasesAmt |
| Subtotal | $16,167,308 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,167,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Domo Inc | $13,992 | $11,125 | $2,867 | $2,867 |
| John Hancock Global | $494,469 | $526,870 | -$32,401 | -$32,401 |
| Pimco All Asset | $676,142 | $871,677 | -$195,535 | -$195,535 |
| Rebeco Boston Partners | $647,180 | $647,180 | $0 | $0 |
| Credit Suisse Commodity RTRN Strat Instl FD | $36,195 | $36,195 | $0 | $0 |
| Realized Gains/Losses from K-1s | $495,097 | $495,097 | $495,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,028 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $950,735 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,872,661 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059898 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $680,169 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,158,310 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044871 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $668,920 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,144,851 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047291 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $689,011 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,236,914 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048396 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $594,412 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,583,041 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040760 | DistributionYr5Rt |
| Total Distribution | 0.241216 | TotalDistributionRt |
| Average Distribution | 0.048243 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,444,569 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $745,092 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,554 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $746,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $663,727 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,384 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,384 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,276 | OverpaymentAmt |
| Applied To ES Tax | $25,276 | 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 | www.thespringcreekfoundation.org | WebsiteAddressTxt |
| Individual With Books | Third Plateau Social Impact Strateg | IndividualWithBooksNm |
| Phone | 5108414123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Avenue | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Maud-Alison Long | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | President/Director | 2.00 | $0 | $0 | $0 |
| Marlis Corning Jansen | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | V.P./Secretary/Treasurer | 2.00 | $0 | $0 | $0 |
| Harald Leventhal | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Chief Financial Officer | 2.00 | $0 | $0 | $0 |
| Benita Kline | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Assistant Secretary | 4.00 | $0 | $0 | $0 |
| Mark Grace | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Board Member | 2.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Third Plateau Social Impact Strategies | |||||
| 127 University Avenue | Berkeley | CA | 94710 | Foundation management | $108,260 |
| Sonen Capital | |||||
| 456 Montgomery Street 400 | San Francisco | CA | 94104 | Investment management | $59,297 |
| 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 | $15,465,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,679,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,679,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,444,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $772,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $772,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,108 | TotalTaxAmt |
| Distributable Before Adj | $769,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,400 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $774,520 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $774,520 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $663,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $663,727 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $663,727 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $774,520 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $172,248 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $172,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $663,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $663,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $110,793 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $110,793 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,455 | 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 | $61,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $61,455 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (165 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350 Bay Area | ||||||||
| PO Box 18762 | Oakland | CA | 94619 | None | PC | General Support | $500 | |
| African Wildlife Foundation | ||||||||
| 1100 New Jersey Avenue SE Suite 300 | Washington | DC | 20003 | None | PC | Canine Anti-Poaching Program | $1,000 | |
| American Diabetes Association | ||||||||
| PO Box 15829 | Arlington | VA | 22215 | None | PC | General Support | $2,000 | |
| American Foundation for Tibetan Cult Preserv | ||||||||
| 1085 Voyager Drive | Tehachapi | CA | 93581 | None | PC | VLGR 10th Anniversary | $4,000 | |
| American Prairie Reserve | ||||||||
| PO Box 908 | Bozeman | MT | 59771 | None | PC | General Support | $2,000 | |
| Amherst College Trustees | ||||||||
| PO Box 5000 | Amherst | MA | 01002 | None | PC | Annual Fund | $5,000 | |
| Amherst College Trustees | ||||||||
| PO Box 5000 | Amherst | MA | 01002 | None | PC | Annual Fund | $10,000 | |
| Arcadian Arts | ||||||||
| 2319 West Horseshoe Place | Tucson | AZ | 85745 | None | PC | They Shall Not Replace Us | $2,500 | |
| Asian Art Museum Foundation of SF | ||||||||
| 200 Larkin Street | San Francisco | CA | 94102 | None | PC | General Support | $1,000 | |
| Bat Conservation International | ||||||||
| 500 North Capital of Texas Highway | Austin | TX | 78746 | None | PC | General Support-50%, Agave Restoration-50% | $2,000 | |
| Berkeley Repertory Theatre | ||||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | PC | General Support | $2,500 | |
| Berkeley Repertory Theatre | ||||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | PC | General Support | $5,000 | |
| Bolinas Museum | ||||||||
| PO Box 450 | Bolinas | CA | 94924 | None | PC | General Support | $1,000 | |
| California Film Institute | ||||||||
| 1001 Lootens Place Suite 20 | San Rafael | CA | 94901 | None | PC | General Support | $5,500 | |
| California State Parks Foundation | ||||||||
| 33 New Montgomery Street Suite 520 | San Francisco | CA | 94105 | None | PC | General Support | $1,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen & Dixon Long Professorship | $6,613 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Writing Resource Center | $20,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Writing Resource Center | $5,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen & Dixon Long Professorship | $5,838 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen & Dixon Long Professorship | $5,837 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen & Dixon Long Professorship | $5,837 | |
| Center for Biological Diversity | ||||||||
| PO Box 710 | Tucson | AZ | 85702 | None | PC | Wildlife and Wild Places Defense Fund | $1,000 | |
| Center for Independent Documentary | ||||||||
| 1300 Soldiers Field Road Suite 5 | Boston | MA | 02135 | None | PC | General Support | $1,000 | |
| CERF | ||||||||
| 535 Stone Cutters Way Suite 202 | Montpelier | VT | 05602 | None | PC | General Support | $500 | |
| Chamber Music San Francisco | ||||||||
| 1314 34th Avenue | San Francisco | CA | 94122 | None | PC | General Support | $3,500 | |
| City of Ketchum | ||||||||
| PO Box 2315 | Ketchum | ID | 83340 | None | PC | Ketch'em Alive Summer Concert series | $1,000 | |
| Confluence Philanthropy | ||||||||
| 436 14th Street Suite 900 | Oakland | CA | 94612 | None | PC | 9th Annual Practitioners Gathering | $2,500 | |
| Conservation International | ||||||||
| PO Box 418608 | Boston | MA | 02241 | None | PC | Reteti Elephant Sanctuary | $1,000 | |
| Corporation of the Fine Arts Museums | ||||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | None | PC | General Support | $2,500 | |
| Crissy Field Dog Group Inc | ||||||||
| PO Box 475372 | San Rafael | CA | 94147 | None | PC | General Support | $500 | |
| Di Rosa Preserve | ||||||||
| 5200 Carneros Highway | Napa | CA | 94559 | None | PC | General Support | $5,000 | |
| Direct Relief | ||||||||
| 6100 Wallace Becknell Road | Santa Barbara | CA | 93117 | None | PC | California Wildfires Relief Work | $3,437 | |
| Doctors Without Borders | ||||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | None | PC | Mozambique Relief Efforts | $2,000 | |
| Farm to Pantry | ||||||||
| PO Box 191 | Healdsburg | CA | 95448 | None | PC | General Support | $1,000 | |
| Farm to Pantry | ||||||||
| PO Box 191 | Healdsburg | CA | 95448 | None | PC | General Support | $2,000 | |
| Festival Napa Valley | ||||||||
| 1030 Seminary Street Suite C | Napa | CA | 94559 | None | PC | General Support | $5,500 | |
| Festival Napa Valley | ||||||||
| 1030 Seminary Street Suite C | Napa | CA | 94559 | None | PC | General Support | $5,500 | |
| Flourish Foundation | ||||||||
| PO Box 2429 | Ketchum | ID | 83340 | None | PC | General Support | $1,000 | |
| Foundation for National Progress | ||||||||
| 222 Sutter Street Suite 600 | San Francisco | CA | 94108 | None | PC | Support Mother Jones magazine | $1,000 | |
| Friends of Corte Madera Creek Watershed | ||||||||
| PO Box 415 | Larkspur | CA | 94977 | None | PC | General Support | $1,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| Fort Mason Building 201 | San Francisco | CA | 94123 | None | PC | General Support | $1,000 | |
| Grace Cathedral | ||||||||
| 1100 California Street | San Francisco | CA | 94108 | None | PC | General Support | $1,000 | |
| Hardin Jefferson Hunger Initiative | ||||||||
| 115 Hwy 90 | China | TX | 77613 | None | PC | General Support | $2,000 | |
| Hardin Jefferson Hunger Initiative | ||||||||
| 115 Hwy 90 | China | TX | 77613 | None | PC | General Support | $2,000 | |
| Harvard Magazine Inc | ||||||||
| 7 Ware Street | Cambridge | MA | 02138 | None | PC | General Support | $500 | |
| Headlands Center for the Arts | ||||||||
| 944 Fort Berry | Sausalito | CA | 94965 | None | PC | J.B. Blunk Book Project | $500 | |
| Idaho BaseCamp | ||||||||
| PO Box 183 | Ketchum | ID | 83340 | None | PC | Stoltzfus Signage | $2,500 | |
| Idaho BaseCamp | ||||||||
| PO Box 183 | Ketchum | ID | 83340 | None | PC | Stoltzfus Signage | $2,500 | |
| Island Press | ||||||||
| 2000 M Street NW Suite 650 | Washington | DC | 20036 | None | PC | General Support | $500 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | PC | General Support | $1,000 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | PC | General Support | $2,500 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | PC | General Support | $1,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $1,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $5,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support - 50% TV & 50% Radio | $2,500 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support - 50% TV & 50% Radio | $5,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $1,000 | |
| Macal Raptor Center and Avian Sanctuary | ||||||||
| 119 Chapel Hill | Double Oak | CA | 75077 | None | PC | Infrastructure development | $2,000 | |
| Marin Academy | ||||||||
| 1600 Mission Avenue | San Rafael | CA | 94901 | None | PC | General Support | $1,500 | |
| Marin Agricultural Land Trust | ||||||||
| PO BOX 809 | Pt Reyes | CA | 94956 | None | PC | General Support | $1,000 | |
| Marin Theatre Company | ||||||||
| 397 Miller Avenue | Mill Valley | CA | 94941 | None | PC | General Support | $5,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | PC | General Support | $5,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | PC | General Support | $5,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | PC | General Support | $5,000 | |
| Myotonic Dystrophy Foundation | ||||||||
| 1004-A OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $2,500 | |
| Natural Resources Defense Council Inc | ||||||||
| 40 West 20th Street 11th Floor | New York | NY | 10011 | None | PC | General Support | $5,000 | |
| Natural Resources Defense Council Inc | ||||||||
| 40 West 20th Street 11th Floor | New York | NY | 10011 | None | PC | General Support | $5,000 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $1,130 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $998 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $998 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $998 | |
| New Venture Fund FBO SAFSF | ||||||||
| 1201 Connecticut Avenue NW Suite | Washington | DC | 20036 | None | PC | Voter Engagement Fund | $5,000 | 300 |
| Northern Sierra Partnership | ||||||||
| 564A Santa Rita | Palo Alto | CA | 94301 | None | PC | General Support | $1,000 | |
| Opera Omaha | ||||||||
| 1850 Farnam Street | Omaha | NE | 68102 | None | PC | Tribute to Jun and Ree Kaneko | $5,000 | |
| Pacific Forest Trust Inc | ||||||||
| 1001-A OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $5,000 | |
| Pacific Vision Foundation | ||||||||
| 711 Van Ness Avenue Suite 260 | San Francisco | CA | 94102 | None | PC | General Support | $1,000 | |
| Planned Parenthood Federation of America | ||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | None | PC | General Support | $1,000 | |
| Planned Parenthood Federation of America | ||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | None | PC | General Support | $1,000 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94540 | None | PC | Marin County Youth Educator | $10,000 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94540 | None | PC | General Support | $1,000 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94540 | None | PC | General Support | $1,000 | |
| Public Health Institute | ||||||||
| 555 12th Street 10th Floor | Oakland | CA | 94607 | None | PC | Roots of Change | $3,000 | |
| Radcliffe Institute for Advanced Study | ||||||||
| 10 Garden Street | Cambridge | MA | 02138 | None | PC | General Support | $1,000 | |
| Robert Mondavi Institute | ||||||||
| 392 Old Davis Road | Davis | CA | 95616 | None | PC | Honey & Pollination Center | $25,000 | |
| San Francisco Ballet Association | ||||||||
| 455 Franklin Street 3rd Floor | San Francisco | CA | 94102 | None | PC | General Support | $3,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | General Support | $2,000 | |
| San Francisco Opera Association | ||||||||
| 301 Van Ness | San Francisco | CA | 94102 | None | PC | General Support | $5,000 | |
| San Francisco Opera Association | ||||||||
| 301 Van Ness | San Francisco | CA | 94102 | None | PC | General Support | $5,000 | |
| San Francisco Symphony | ||||||||
| 201 Van Ness Avenue | San Francisco | CA | 94102 | None | PC | General Support | $3,500 | |
| San Francisco Symphony | ||||||||
| 201 Van Ness Avenue | San Francisco | CA | 94102 | None | PC | General Support | $10,000 | |
| San Francisco Symphony | ||||||||
| 201 Van Ness Avenue | San Francisco | CA | 94102 | None | PC | General Support-IHO Michael Tilson Thomas | $5,000 | |
| San Juan Preservation Trust | ||||||||
| PO Box 759 | Friday Harbor | CA | 98250 | None | PC | General Support | $5,000 | |
| Save the Bay | ||||||||
| 1330 Broadway Suite 1800 | Oakland | CA | 94612 | None | PC | Redwood City Salt Ponds | $1,000 | |
| Sawtooth Society | ||||||||
| PO Box 820 | Hailey | ID | 83333 | None | PC | General Support | $500 | |
| SF-Marin Food Bank | ||||||||
| 2550 Kerner Boulevard | San Rafael | CA | 94901 | None | PC | General Support | $2,000 | |
| SheCan | ||||||||
| PO Box 876 | Mill Valley | CA | 94942 | None | PC | General Support | $2,000 | |
| Sheldrick Wildlife Trust USA | ||||||||
| 25283 Cabot Road Suite 101 | Laguna Hills | CA | 92653 | None | PC | General Support | $1,000 | |
| Sun Valley Center for the Arts | ||||||||
| PO Box 656 | Sun Valley | ID | 83353 | None | PC | Support "Big Idea" | $5,000 | |
| Sun Valley Community School | ||||||||
| POBox 2118 | Sun Valley | ID | 83353 | None | PC | Auction Paddle Up | $1,000 | |
| Sun Valley Community School | ||||||||
| POBox 2118 | Sun Valley | ID | 83353 | None | PC | General Support | $4,000 | |
| Sun Valley Community School | ||||||||
| POBox 2118 | Sun Valley | ID | 83353 | None | PC | General Support | $4,000 | |
| Sun Valley Community School | ||||||||
| POBox 2118 | Sun Valley | ID | 83353 | None | PC | Annual Fund | $1,000 | |
| Sun Valley Institute | ||||||||
| PO Box 3088 | Sun Valley | ID | 83353 | None | PC | Sun Valley Culinary Institute | $5,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $5,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $10,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Local Food Alliance | $2,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $10,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $20,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | TET Advertisements | $1,800 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $20,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $5,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Local Food Alliance | $1,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Local Food Alliance | $5,000 | |
| The Advocates | ||||||||
| PO Box 3216 | Hailey | ID | 83333 | None | PC | Safe Housing Capital Campaign Match | $1,000 | |
| The Hunger Coalition | ||||||||
| 121 Honeysuckle Street | Bellevue | WA | 83313 | None | PC | General Support | $1,500 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $5,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | Support work of Justin Pargeter | $1,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $5,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | Support Begouen Fund | $10,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | Sileshi Semaw Grant | $1,000 | |
| The MAVEN Project | ||||||||
| PO Box 156781 | San Francisco | CA | 94115 | None | PC | General Support | $1,000 | |
| The Nature Conservancy | ||||||||
| 4245 N Fairfax | Arlington | VA | 22203 | None | PC | General Support | $2,500 | |
| The Perennial Farming Initiative | ||||||||
| 373 Capp Street | San Francisco | CA | 94110 | None | PC | Soil Centric Project | $10,000 | |
| The Sage School | ||||||||
| PO Box 30 | Hailey | ID | 83333 | None | PC | Annual Fund | $800 | |
| The Senior Connection | ||||||||
| PO Box 28 | Hailey | ID | 83333 | None | PC | General Support | $2,500 | |
| The Spot Sun Valley | ||||||||
| PO Box 4227 | Ketchum | ID | 83340 | None | PC | Young Company Project | $1,500 | |
| The Stone Age Institute | ||||||||
| POBox 5097 | Bloomington | IN | 47407 | None | PC | General Support | $10,000 | |
| The Xerces Society | ||||||||
| 628 NE Broadway Suite 200 | Portland | OR | 97232 | None | PC | General Support | $2,000 | |
| The Xerces Society | ||||||||
| 628 NE Broadway Suite 200 | Portland | OR | 97232 | None | PC | General Support | $2,000 | |
| Tools for Peace | ||||||||
| 75 S Grand Avenue Suite 217 | Pasadena | CA | 91105 | None | PC | General Support | $1,000 | |
| Trees for the Future Inc | ||||||||
| 1400 Spring Street Suite 150 | Silver Spring | MD | 20910 | None | PC | General Support | $2,500 | |
| Trust for Public Land | ||||||||
| 101 Montgomery Street Suite 900 | San Francisco | CA | 94104 | None | PC | General Support | $1,000 | |
| Trustees of Tufts College | ||||||||
| PO Box 3306 | Boston | MA | 02241 | None | PC | Fletcher School of Law | $5,000 | |
| Trustees of Tufts College | ||||||||
| PO Box 3306 | Boston | MA | 02241 | None | PC | Fletcher School of Law | $10,000 | |
| Turtle Island Restoration Network | ||||||||
| PO Box 370 | Forest Knolls | CA | 94933 | None | PC | General Support | $2,000 | |
| Undocufund Fire Relief | ||||||||
| PO Box 503 | Graton | CA | 95444 | None | PC | California Wildfire Relief | $5,000 | |
| Walnut Hills High School Alumni Fdn | ||||||||
| 3250 Victory Parkway | Cincinnati | OH | 45207 | None | PC | General Support | $1,000 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,722 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Endowment for Long House | $20,000 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Endowment for Long House | $10,000 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,168 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,168 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,168 | |
| Wild Farm Alliance | ||||||||
| PO Box 2570 | Watsonville | CA | 95077 | None | PC | General Support | $2,000 | |
| Wild Farm Alliance | ||||||||
| PO Box 2570 | Watsonville | CA | 95077 | None | PC | General Support | $2,000 | |
| Wildcare | ||||||||
| 76 Albert Park Lane | San Rafael | CA | 94901 | None | PC | Hungry Owl Project-$2,000, General Support-$1,000 | $3,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Elephant Crisis Fund | $5,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Ewaso Lions Project | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Grevy Zebra Project | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Pangolin Crisis Fund | $1,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Working Dogs for Conservation | $1,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Grevy Zebra Project | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Niassa Lion Project | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Ewaso Lion Project | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | MarcCet Research Organization | $1,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Elephant Crisis Fund | $3,000 | |
| Wood River Community Young Mens Christian | ||||||||
| PO Box 6801 | Ketchum | ID | 83340 | None | PC | 2019 Strong Kids Campaign | $1,000 | |
| Wood River Women's Charitable Foundation | ||||||||
| PO Box 3686 | Ketchum | ID | 83340 | None | PC | Pooled Grant Fund-$1,000, Admin Fees-$100 | $1,100 | |
| Woodside Priory School | ||||||||
| 302 Portola Road | Portola Valley | CA | 94028 | None | PC | General Support | $3,800 | |
| Woodside Priory School | ||||||||
| 302 Portola Road | Portola Valley | CA | 94028 | None | PC | General Support | $5,700 | |
| World Academy of Art and Science | ||||||||
| 4225 Solano Avenue Suite 631 | Napa | CA | 94558 | None | PC | Lawrence Ford's Project | $1,000 | |
| World Central Kitchen | ||||||||
| 1342 Florida Avenue NW | Washington | DC | 20009 | None | PC | Hurrican Relief - The Bahamas | $2,000 | |
| World Wildlife Fund Inc | ||||||||
| 1250 24th Street NW | Washington | DC | 20037 | None | PC | General Support | $1,000 | |
| World Wildlife Fund Inc | ||||||||
| 1250 24th Street NW | Washington | DC | 20037 | None | PC | General Support | $1,000 | |
| Zyzzyva Inc | ||||||||
| 57 Post St Suite 604 | Sam Francisco | CA | 94104 | None | PC | Unrestricted Support | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $590,612 | 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 | $6,540 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $209,377 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $184,389 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recovered Grants | Desc |
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $5,400 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $400,306 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,400 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $405,706 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | Refund of unused grant funds | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and auditing | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Stock | StockNm |
| EOY Book Value | $85,980 | EOYBookValueAmt |
| EOYFMV | $85,980 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Beartooth Capital II | FMV | $13,584 | $13,584 |
| Credit Suisse Commodity RTRN Strat Instl FD | FMV | $311,203 | $311,203 |
| Ecosystem Investment Partnership II LP | FMV | $44,416 | $44,416 |
| Global Fixed Income Fund 2013 | FMV | $5,654,090 | $5,654,090 |
| Global Public Equity Fund 2013 | FMV | $4,135,874 | $4,135,874 |
| Lyme Forest Fund III TE, LP | FMV | $32,034 | $32,034 |
| Sonen Global Multi Strategy Fund | FMV | $1,573,940 | $1,573,940 |
| Sonen Global Sustainable Real Assets Fund | FMV | $616,664 | $616,664 |
| Springcreek Hedge Fund II, L.P. | FMV | $14,848 | $14,848 |
| Springcreek Priv. Equity FOF 2007, L.P. | FMV | $133,969 | $133,969 |
| Springcreek Private Equity Fund | FMV | $83,152 | $83,152 |
| Springcreek Venture I, L.P. | FMV | $241,717 | $241,717 |
| Springcreek Venture IV, L.P. | FMV | $399,733 | $399,733 |
| WHC Venture 2009-1 (Greylock Ptrs XII) | FMV | $885,170 | $885,170 |
| WHC Venture 2013 LP | FMV | $931,824 | $931,824 |
| WHC Venture 2016 LP | FMV | $348,648 | $348,648 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal expenses | CategoryTxt |
| Legal Fees | $274 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $274 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program related investments | Desc |
| BOY Book Value | $105,569 | BOYBookValueAmt |
| EOY Book Value | $106,896 | EOYBookValueAmt |
| EOYFMV | $106,896 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous expenses | Desc |
| Revenue And Expenses Per Books | $5,968 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,476 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recovered Grants | Desc |
| Revenue And Expenses Per Books | $5,400 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,400 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains on investments | Desc |
| Amt | $1,203,227 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Other professional services | $109,250 | $27,065 | $0 | $61,990 |
| Other investment expense | $59,297 | $301,369 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax on investment income | CategoryTxt |
| Amt | $5,218 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |