RAMSAY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RAMSAY FAMILY FOUNDATION (EIN 94-2415607)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-27
- IRS object ID
- 202503009349100035
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-27T13:32:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943342356 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREMONT GROUP MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 194170 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941194170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942415607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMSAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 4152848672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941193809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN WILMS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4152848672 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET FONG | PreparerPersonNm |
| PTIN | P00418074 | PTIN |
| Phone | 4152848610 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,550,712 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,177 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,177 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,403,596 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,403,596 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,406,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,406,773 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,870 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,870 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,988 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50,988 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $47,354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $283 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,141 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,963,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,963,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,087,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,040,141 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,319,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,406,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $785,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $582,870 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $582,870 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $42,477,073 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,019,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,967,842 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $17,456 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,279,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,602,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,550,712 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,898 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,898 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $43,279,901 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,599,179 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,279,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,599,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,279,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,602,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,279,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,319,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,599,179 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,599,179 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,456 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $57,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $101,456 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54,102 | OverpaymentAmt |
| Applied To ES Tax | $54,102 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152848672 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 HOWARD STREET 2ND FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NONIE B RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN A RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | CO-VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREW C RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | CO-VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDSAY G RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GEORGE T ARGYRIS | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ERIN WILMS | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | TREASURER & SECRETARY | 0.00 | $0 | $0 | $0 |
| NICOL D RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARAH V COPELAND | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | ASST. TREASURER & ASST. SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $884,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,967,842 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,852,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,852,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $702,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,149,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,307,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,307,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,354 | TotalTaxAmt |
| Distributable Before Adj | $2,260,119 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,260,119 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,260,119 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,040,141 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,040,141 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,260,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,943,041 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,040,141 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,943,041 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,163,019 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONIE B RAMSAY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF THE PENINSULA | |||||||
| 401 PIERCE RD | MENLO PARK | CA | 94025 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 |
| 826 VALENCIA | |||||||
| PO BOX 410595 | SAN FRANCISCO | CA | 94141 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $100,000 |
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | SUPPORT YOUTH PROGRAMMING | $100,000 |
| SAN FRANCISCO BALLET ASSOCIATION | |||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | N/A | PC | TO SUPPORT THE DANCE IN SCHOOLS & COMMUNITIES PROGRAM | $100,000 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | TO SUPPORT BOHEME OUT OF THE BOX | $100,000 |
| THE CAREY SCHOOL | |||||||
| 1 CAREY SCHOOL LN | SAN MATEO | CA | 94403 | N/A | PC | FOR THE CAPITAL CAMPAIGN | $250,000 |
| TOGETHERSF | |||||||
| 2505 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| 10000 DEGREES | |||||||
| 1401 LOS GAMOS DR STE 205 | SAN RAFAEL | CA | 94903 | N/A | PC | SUPPORT FOR BAY AREA PROGRAMMING | $100,000 |
| ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC | |||||||
| 1008 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | FOR SCHOLARSHIPS FOR GRADUATE STUDENTS' SCIENCE RESEARCH | $50,000 |
| BERKELEY REPERTORY THEATRE | |||||||
| 999 HARRISON ST | BERKELEY | CA | 94710 | N/A | PC | SUPPORT YOUTH EDUCATION PROGRAMMING | $100,000 |
| CORPORATION OF THE FINE ARTS MUSEUMS | |||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | N/A | PC | SUPPORT THE EQUITY SCHOOL PARTNERSHIP PROGRAM | $100,000 |
| IGNITE | |||||||
| 510 16TH ST | OAKLAND | CA | 94612 | N/A | PC | FOR BAY AREA PROGRAMMING | $50,000 |
| PARTNERSHIP FOR PUBLIC SERVICE INC | |||||||
| 600 14TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | FOR THE FUTURE LEADERS IN PUBLIC SERVICE INTERNSHIP PROGRAM | $50,000 |
| PIEDMONT COMMUNITY CHURCH | |||||||
| 400 HIGHLAND AVE | PIEDMONT | CA | 94611 | N/A | PC | FOR GENERAL SUPPORT | $50,000 |
| PUBLIC POLICY INSTITUTE OF CALIFORNIA | |||||||
| 500 WASHINGTON ST STE 600 | SAN FRANCISCO | CA | 94111 | N/A | PC | SUPPORT FOR CIVIC EDUCATION | $100,000 |
| LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | FOR THE GRADUATE SCHOOL OF BUSINESS | $20,000 |
| RUSSIAN HILL NEIGHBORS | |||||||
| 1819 POLK STREET BOX 221 | SAN FRANCISCO | CA | 94109 | N/A | PC | FOR THE ANGEL FUND | $5,000 |
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | |||||||
| 1725 I ST NW STE 900 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| SANTA CATALINA SCHOOL | |||||||
| 1500 MARK THOMAS DR | MONTEREY | CA | 93940 | N/A | PC | SUPPORT FOR FUNDRAISING CONSULTANT FOR THE UPCOMING FUNDRAISING CAMPAIGN | $250,000 |
| SANTA CATALINA SCHOOL | |||||||
| 1500 MARK THOMAS DR | MONTEREY | CA | 93940 | N/A | PC | FOR THE ANNUAL FUND | $30,000 |
| COMMONWEALTH CLUB OF CALIFORNIA | |||||||
| PO BOX 194210 | SAN FRANCISCO | CA | 94119 | N/A | PC | SUPPORT FOR DEMOCRACY AND CIVIC EDUCATION ORIENTED PROGRAMMING | $50,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | |||||||
| 2195 HEARST AVE RM 120 | BERKELEY | CA | 94720 | N/A | PC | FOR THE CENTER FOR SOCIAL SECTOR LEADERSHIP'S IMPACT CFO PROGRAM | $100,000 |
| COLBY COLLEGE | |||||||
| 4130 MAYFLOWER HL | WATERVILLE | ME | 04901 | N/A | PC | FOR THE ANNUAL FUND AND COMPUTER SCIENCE DEPARTMENT | $12,000 |
| ATHENIAN SCHOOL | |||||||
| 2100 MOUNT DIABLO SCENIC BLVD | DANVILLE | CA | 94506 | N/A | PC | SUPPORT THE ADVENTURE PILLAR: ATHENIAN WILDERNESS EXPERIENCE (AWE) & OUTDOOR EDUCATION PROGRAMS AND THE LEADERSHIP PILLAR: STUDENT SUPPORT & WELLNESS | $12,000 |
| GROTON SCHOOL | |||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | N/A | PC | FOR THE GROTON FUND | $2,000 |
| BRIDGING BIONICS FOUNDATION | |||||||
| PO BOX 3766 | BASALT | CO | 81621 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CRYSTAL SPRINGS UPLANDS SCHOOL | |||||||
| 400 UPLANDS DR | HILLSBOROUGH | CA | 94010 | N/A | PC | FOR THE ANNUAL FUND | $2,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| THE CAREY SCHOOL | |||||||
| 1 CAREY SCHOOL LN | SAN MATEO | CA | 94403 | N/A | PC | SUPPORT FOR THE ANNUAL FUND | $15,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | N/A | PC | FOR THE PENN FUND | $5,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | FOR THE ALUMNI FUND | $5,000 |
| SACRED HEART SCHOOLS ATHERTON | |||||||
| 150 VALPARAISO AVE | ATHERTON | CA | 94027 | N/A | PC | FOR THE ANNUAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,963,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LELAND STANFORD JUNIOR UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 GALVEZ ST | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FOR THE GRADUATE SCHOOL OF BUSINESS | GrantOrContributionPurposeTxt |
| Amt | $80,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $80,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,177 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,403,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,406,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,406,773 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESB CHARITABLE FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,000,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PARTNERSHIP INTEREST IN WAATEEKAA INVESTMENTS LLC | NoncashPropertyDesc |
| Fair Market Value | $4,000,000 | FairMarketValueAmt |
| Received | 2024-07-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX & ACCOUNTING FEES | $25,000 | $0 | $25,000 |
| AUDIT FEES | $25,988 | $0 | $25,988 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALL FOUNDATION OFFICERS | PersonNm |
| Short Explanation | ALL FOUNDATION OFFICERS VOLUNTEER THEIR TIME ON AN AS NEEDED BASIS AS IT RELATES TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES. | ShortExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VI-B, LINE 1A(4) | IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1 |
| SCHEDULE B PART 1 COLUMN (C) | THE FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN CONSIDERATION, IN WHOLE OR PART, FOR ANY CONTRIBUTIONS RECEIVED AS REPORTED ON SCHEDULE B. |
| FORM 990-PF, PART VI-A, LINE 3 | THE FOUNDATION AMENDED ITS BYLAWS AND ARTICLES OF INCORPORATION TO ALIGN WITH CURRENT PRACTICES AND MARKET STANDARDS. A COPY OF THE AMENDED AND RESTATED BYLAWS AND AMENDED AND RESTATED ARTICLES OF INCORPORATION HAVE BEEN ATTACHED TO THE FILING COPY OF FEDERAL FORM 990-PF. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WAATEEKAA INVESTMENTS LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $48,019,207 | BookValueAmt |
| EOYFMV | $45,967,842 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,870 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,870 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $17,456 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $283 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $283 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1: WAATEEKAA INVESTMENTS LLC | $3,402,134 | $3,402,134 | $3,402,134 |
| OTHER INCOME | $1,462 | $1,462 | $1,462 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXCISE TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,898 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $47,354 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |