2019-11-11T14:35:35-08:00 2018-12-31 942861940 Bregante Company LLP CPAs 301 Battery St 2 Mezzanine San Francisco CA 94111 990PF 2018-01-01 200882784 ELBRIDGE STUART FOUNDATION DBA STUART FOUNDATION ELBR 4153931551 500 WASHINGTON STREET 8TH FLOOR SAN FRANCISCO CA 94111 BRAD SINK CFO 2019-11-11 true Kenneth A Preston P01437149 4157771001 2018 2020-04-17 16:48:07Z X 494477400 X 60000 147 147 7175227 7175227 29011977 36300305 29011977 934019 915065 37181370 37102416 1180651 59033 1121618 2574963 128748 2446215 947930 47397 900534 16511 16511 92986 65000 27986 6055514 5422791 632723 -426320 376026 13014 675269 23424 651845 315842 3085 312757 381189 13208 367981 12190561 5775700 6478170 20776030 19343906 32966591 5775700 25822076 4214779 31326716 258923 281397 281397 9625540 10322441 9625540 9625540 40000 40000 40000 635814 668696 668696 39952650 43238323 41029207 341722950 344402454 442374196 5132535 4674171 732308 458364 458364 393665086 398714774 494477400 644316 741143 3991000 5782000 2697981 1645063 7333297 8168206 X 386211789 390471876 120000 74692 386331789 390546568 393665086 398714774 386331789 4214779 390546568 390546568 ALT INVESTMENTS REALIZED GAINS P 2010-01-01 2018-12-31 34114310 7273990 26840320 26840320 NON-ALT INVESTMENTS REALIZED GAINS P 2000-01-01 2018-12-31 2185995 14338 2171657 2171657 29011977 false 26659304 535174574 0.04981 23953950 502596987 0.04766 25323548 445982204 0.05678 24925836 460558868 0.05412 22424093 444204087 0.05048 0.258859 0.051772 446064591 23093656 313267 23406923 25822076 X 313267 313267 313267 777596 160000 937596 X 624329 624329 false false false false false true true false false true CA DE MA true false false false false true HTTP://WWW.STUARTFOUNDATION.ORG STUART FOUNDATION 4153931551 500 WASHINGTON ST SUITE 800 SAN FRANCISCO CA 94111 false false false false true false false false false false false false false false false false false false true false false true false false false false false JOHN BUOYMASTER 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Director 0.00 0 DWIGHT L STUART JR 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Chair & Dir. 5.00 0 DAVIS CAMPBELL 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Director 0.00 0 ELBRIDGE H STUART III 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 VICE-CHAIR 5.00 0 STUART LUCAS 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 VICE-CHAIR 5.00 0 JONATHAN RAYMOND 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 President & Sec 60.00 686049 86020 500 DAVID BARLOW 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 Treasurer & CFO 60.00 348275 59207 600 SOPHIE FANELLI 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 CHIEF OF PROGRAMS 60.00 259000 52071 1010 WENDY CHANG 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 PROGRAM DIR- DSYF 60.00 205333 69617 429 PERRY CHEN 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 CHF STRAT. OFFICER 60.00 245400 42219 948 KOUA FRANZ 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 DIR. COMM. & LEARN 60.00 192000 55778 853 BRAD SINK 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 CFO 60.00 213545 51987 1940 9 ADAGE CAPITAL MANAGEMENT LP 200 CLARENDON STREET 52ND FLOOR BOSTON MA 02116 FUND MANAGEMENT 1450990 MONTICELLO ASSOCIATES 1800 LARIMER STREET STE 2100 DENVER CO 80202 INVESTMENT MGMT. 500000 SILCHESTER INTERNATIONAL 780 THIRD AVE 42ND FLOOR NEW YORK NY 10017 FUND MANAGEMENT 386969 CEDAR ROCK 11 BROADWAY STE 965 NEW YORK NY 10004 FUND MANAGEMENT 251650 RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA A 800 THIRD AVENUE NEW YORK NY 100227604 FUND MANAGEMENT 603134 27 To bring the Society for Organizational Learning North Americas (SoL NA) Foundations for Leadership Workshop to the West Coast region to build the capacity of education systems leaders and their teams to better understand, plan and operate in a complex environment. THE PROJECT TITLES: FOUNDATIONS FOR LEADERSHIP WORKSHOPS LODGING, SCHOLARSHIPS, & FACILITIES - $371,869FOUNDATIONS FOR LEADERSHIP: COACHING - $33,250 405119 Leadership development for system leaders, primarily from California and Washington state.PROJECT TITLE IS - SUPERINTENDENT ACADEMY 81720 To support California school districts and community partners to build and design community-centered approaches to effective family engagement through trainings, coaching, and peer learning exchange.PROJECT TITLE IS - BUILDING DESIGN PROCESSES FOR MEANINGFUL FAMILY ENGAGEMENT 75000 To support the California Common Core Funders Collaborative's two major goals: to learn from the field through conversation with educators and experts and to take advantage of opportunities to align funding through sharing information about promising strategies and practices.PROJECT TITLE IS - CALIFORNIA COMMON CORE FUNDER COLLABORATIVE 60000 99411936 188309 353257208 452857453 60441990 452857453 6792862 446064591 22303230 22303230 313267 313267 21989963 21989963 21989963 25822076 25822076 313267 25508809 21989963 508106 2524588 3663330 592937 7288961 25822076 0 21989963 3832113 11121074 0 508106 10612968 2524588 3663330 592937 3832113 SOPHIE FANELLI PRESIDENT STUART FDN 500 WASHINGTON ST 800 SAN FRANCISCO CA 94111 4153931551 THE APPLICATION PROCESS-Foundation goals and strategies are on website.Foundation staff responds to inquiries from applicants, reviews written requests, and solicits proposals from organizations working within specified areas.Program Officers conduct the necessary due diligence and help applicants strengthen their proposals.The Board of the Stuart Foundation evaluates proposals. Dependent upon Board meeting dates. ELIGIBLE ORGANIZATIONS MUST QUALIFY AS A LEGAL ENTITY AND MUST, IN MOST CASES, HAVE CURRENT TAX-EXEMPT STATUS AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OTHER THAN PRIVATE FOUNDATIONS. THE STUART FOUNDATION DOES NOT FUND CAPITAL CAMPAIGNS OR PROJECTS WHOSE BENEFICIARIES ARE OUTSIDE THE STATES OF CALIFORNIA AND WASHINGTON. See Statement 19 ADDRESS AS SHOWN IN STATEMENT 19 SAN FRANCISCO CA 94111 See statement 19 19343906 19343906 See statement 20 ADDRESS AS SHOWN IN STATEMENT 20 SAN FRANCISCO CA 94111 See Statement 20 5782000 5782000 14 147 14 7175227 18 29011977 OTHER INCOME 1 934019 37121370 37121370 false false false false false false false false false false X X 1 WILLIAM FLORA HEWLETT FOUNDATION 2121 SAND HILL ROAD MENLO PARK CA 94025 60000 X ACCOUNTING FEES 92986 65000 0 27986 MICHAEL FULLAN ENTERPRISES INC 498 ST CLAIR AVENUE E TORONTO ONTARIO CA M4T 1P7 2018-06-18 300000 TO SUPPORT THE PROF. CAPITAL MODEL IN CA SCHOOL DISTRICTS No Interim 8/30/18, 1/15/19, 6/30/19 We do not have any reason to doubt the validity of Fullans reports, therefore no verification was necessary. FUTURE IS NOW SCHOOLS - LA 626 WILSHIRE BLVD STE 420 LOS ANGELES CA 90017 2018-11-28 15000 TO SUPPORT THE PROF. CAPITAL MODEL IN CA SCHOOL DISTRICTS No 10/31/19 We do not have any reason to doubt the validity of the Future is now Schools' reports, therefore no verification was necessary. KQED INC 2601 MARIPOSA ST SAN FRANCISCO CA 94110 2018-05-01 100000 TO SUPPORT THE PROF. CAPITAL MODEL IN CA SCHOOL DISTRICTS No Interim 05/01/18 and 02/01/19 We do not have any reason to doubt the validity of KQED Inc's reports, therefore no verification was necessary. NEW PEDAGOGIES FOR DEEP LEARNING 498 ST CLAIR AVENUE E TORONTO ONTARIO CA M4T 1P7 2018-12-16 330000 TO SUPPORT THE PROF. CAPITAL MODEL IN CA SCHOOL DISTRICTS No Interim 12/1/18 and 10/1/19 We do not have any reason to doubt the validity of New Pedagogies for Deep Learning's reports, therefore no verification was necessary. INTERNATIONAL EQUITIES 43238323 41029207 ALTERNATIVE INVESTMENTS AT COST 304938226 402946598 SHORT TERM INVESTMENTS AT COST 39467745 39427598 MISCELLANEOUS ADJUSTMENT AT COST 3517 Furniture and Fixtures 1067682 1046360 21322 21322 Machinery and Equipment 719837 495612 224225 224225 Improvements 3345016 3132199 212817 212817 LEGAL FEES 16511 0 0 16511 COMMUNICATIONS TECHNOLOGY 129397 4489 124908 INSURANCE 44872 1557 43315 MAINTENANCE/REPAIRS 19066 661 18405 MEMBERSHIP DUES 9522 330 9192 MISCELLANEOUS 1967 68 1899 OFFICE SUPPLIES & PRINTING 46582 1616 44966 OPERATING LEASES 916 32 884 POSTAGE 4475 155 4320 RECRUITING 1682 1682 STAFF/PROFESSIONAL DEVELOPMENT 84020 2915 81105 SUBSCRIPTIONS/BOOKS 1609 99 1510 TEMPS 37081 1286 35795 OTHER INCOME 934019 DEFERRED EXCISE TAXES 2697981 1645063 COMPUTER SERVICES 153399 5321 0 148078 CONSULTING FEES 484645 0 0 484645 INVESTMENT FUND EXPENSES 1976308 1976308 0 0 INVESTMENT MANAGEMENT FEE 3441162 3441162 0 0 Description: ALTERNATIVE INVESTMENTS Percentage: 83.0 Asset FMV: XXX-XX-XXXX Discount: 60441990 Explanation: Alternative investments include limited partnerships, limited liability companies and offshore investment funds. Although each investment is different, the majority of the alternative investments start out for a 10-year period with one-year extension options for another two or three years. Redemption terms and restrictions vary between each investment. The restrictions include lockup periods and notification requirements. Liquidation is generally limited to a sale to the fund manager or to distributions from the fund. TAXES 426320