STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

QUEST FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
QUEST FOUNDATION (EIN 20-1844715)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-29
IRS object ID
202503029349101035
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-29T15:32:39-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945835004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201844715EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1QUEST FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlQUESBusinessNameControlTxt
Phone9257431925PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 339AddressLine1Txt
CityDANVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94526ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEREK JERNSTEDTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9257431925PhoneNum
Signature2025-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW PETROSKIPreparerPersonNm
PTINP00853132PTIN
Phone9257902600PhoneNum
Preparation2025-10-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$109,508,317FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,351,276ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$119,537InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$177,037InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,682,749DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,413,195DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,886,295NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,580,087GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,213,685CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,039,857TotalRevAndExpnssAmt
Total Net Invst Incm$9,803,917TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$182,924CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,292CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$164,632CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$73,737OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$73,737OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$80,666AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$40,333AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$38,044AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$437,555OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$437,555OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$180,028TaxesRevAndExpnssAmt
Taxes Net Invst Incm$39,999TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$28TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$50,171OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$50,182OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$7,079TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,199TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,825OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,829OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,019,985TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$536,179TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$341,651TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,277,456ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,523,675ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,297,441TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$536,179TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,865,326TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,742,416ExcessRevenueOverExpensesAmt
Net Investment Income$9,267,738NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$509,204CashBOYAmt
Cash EOY$398,943CashEOYAmt
Cash EOYFMV$398,943CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,378,224SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,595,051SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,595,051SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,850AcctRcvblAmt
Acct Rcvbl EOY$3,850AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,850AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl BOY$104,448OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$589,529USGovernmentObligationsBOYAmt
US Government Obligations EOY$200,434USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$200,434USGovtObligationsEOYFMVAmt
Corporate Stock BOY$54,808,691CorporateStockBOYAmt
Corporate Stock EOY$60,259,510CorporateStockEOYAmt
Corporate Stock EOYFMV$60,259,510CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,597,819CorporateBondsBOYAmt
Corporate Bonds EOY$3,266,965CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,266,965CorporateBondsEOYFMVAmt
Other Investments BOY$43,327,946OtherInvestmentsBOYAmt
Other Investments EOY$43,564,983OtherInvestmentsEOYAmt
Other Investments EOYFMV$43,564,983OtherInvestmentsEOYFMVAmt
Other Assets BOY$125,900OtherAssetsBOYAmt
Other Assets EOY$218,581OtherAssetsEOYAmt
Other Assets EOYFMV$218,581OtherAssetsEOYFMVAmt
Total Assets BOY$104,441,761TotalAssetsBOYAmt
Total Assets EOY$109,508,317TotalAssetsEOYAmt
Total Assets EOYFMV$109,508,317TotalAssetsEOYFMVAmt
Accounts Payable BOY$67,754AccountsPayableBOYAmt
Accounts Payable EOY$48,468AccountsPayableEOYAmt
Grants Payable BOY$1,477,785GrantsPayableBOYAmt
Grants Payable EOY$1,231,565GrantsPayableEOYAmt
Other Liabilities BOY$334,532OtherLiabilitiesBOYAmt
Other Liabilities EOY$335,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,880,071TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,615,033TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$102,561,690NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$107,893,284NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$102,561,690TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$107,893,284TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$104,441,761TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$109,508,317TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,561,690TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,742,416ExcessRevenueOverExpensesAmt
Other Increases$3,589,178OtherIncreasesAmt
Subtotal$107,893,284SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$107,893,284TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$27,741,768$21,366,402$6,375,366$6,375,366
CAPITAL GAIN DISTRIBUTIONP$838,319$838,319$838,319
FieldValueIRS element (for citing)
Capital Gain Net Income$7,213,685CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$128,822InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$128,822SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$128,822TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$189,626EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$189,626TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$93EsPenaltyAmt
Overpayment$60,711OverpaymentAmt
Applied To ES Tax$60,711AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTRAYNOR GROUPIndividualWithBooksNm
Phone5105815772PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1384 COLUSA AVENUE SUITE 2AddressLine1Txt
CityKENSINGTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94707ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DEREK JERNSTEDT
PO BOX 339DANVILLECA94526EXECUTIVE DIRECTOR, CFO & DIRECTOR32.00$182,924$0$0
DOROTHY JERNSTEDT
PO BOX 339DANVILLECA94526PRESIDENT & DIRECTOR2.00$0$0$0
JENNIFER JERNSTEDT
PO BOX 339DANVILLECA94526SECRETARY, AUDIT COMMITTEE CHAIR & DIR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON SUITE 250AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Service TypeAUDIT AND TAX SERVICESServiceTypeTxt
Compensation$51,788CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$105,642,667AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,431,353AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$108,074,020TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$108,074,020AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,621,110CashDeemedCharitableAmt
Net Vl Noncharitable Assets$106,452,910NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,322,646MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,322,646MinimumInvestmentReturnAmt
Tax Based On Investment Income$128,822TaxBasedOnInvestmentIncomeAmt
Total Tax$128,822TotalTaxAmt
Distributable Before Adj$5,193,824DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,193,824DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,193,824DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,865,326ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,865,326QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,193,824DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,711,975ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,909,158ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,241,819ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,084,326ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,859,944ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,807,222TotalExcessDistributionCyovAmt
Qualifying Distributions$7,865,326QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,193,824AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,671,502RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,478,724TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,711,975ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,766,749ExcessDistriCyovToNextYrAmt
Excess From Year4$2,909,158ExcessFromYear4Amt
Excess From Year3$2,241,819ExcessFromYear3Amt
Excess From Year2$3,084,326ExcessFromYear2Amt
Excess From Year1$2,859,944ExcessFromYear1Amt
Excess From Current Year$2,671,502ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDOROTHY JERNSTEDTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACE CHARTER SCHOOL
1100 SHASTA AVENUE 250SAN JOSECA95126N/APCCOLLEGE READINESS PROGRAM FOR FIRST-GENERATION STUDENTS$67,675
ALAMEDA BOYS & GIRLS CLUB
PO BOX 20146PORTLANDOR97294N/APCTO INSPIRE AND ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE FROM DISADVANTAGED CIRCIMSTANCES, TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, AND RESPONSIBLE CITIZENS.$25,000
ALAMEDCA EDUCATION FOUNDATION
PO BOX 1363ALAMEDACA94501N/APCGENERAL OPERATING SUPPORT$8,480
AMERICA SCORES BAY AREA
530 DIVISADERO ST 741SAN FRANCISCOCA94117N/APCGENERAL OPERATING SUPPORT$40,000
ASANTE AFRICA FOUNDATION
PO BOX 410715SAN FRANCISCOCA94141N/APCSUSTAINING, SCALING AND SKILL-BUILDING FOR GIRL-LED CLUBS$62,480
ASPIRE EDUCATION PROJECT
101 BROADWAYOAKLANDCA94607N/APCGENERAL OPERATING SUPPORT$25,000
ASSISTANCE LEAGUE OF DIABLO VALLEY
2711 BUENA VISTA AVENUEWALNUT CREEKCA94597N/APCDEDICATED TO IMPROVING LIVES IN OUR COMMUNITY THROUGH HANDS-ON PROGRAMS.$25,000
ASSISTANCE LEAGUE OF EUGUNE
1149 WILLAMETTE STREETEUGENEOR97401N/APCGENERAL OPERATING SUPPORT$25,000
ASSISTANCE LEAGUE OF OMAHA
8502 WEST CENTER ROADOMAHANE68124N/APCTO TRANSFORM THE LIVES OF CHILDREN AND ADULTS THROUGH COMMUNITY PROGRAMS.$25,000
BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROADSAUSALITOCA94965N/APCGENERAL OPERATING SUPPORT$90,000
BAY AREA TEACHER TRAINING INSTITUTE
1714 FRANKLIN ST SUITE 100-158OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$15,000
BAY AREA WOMEN'S SPORTS INITIATIVE
2635 N FIRST STSAN JOSECA95134N/APCBAWSI PROGRAMS IN SANTA CLARA COUNTY$30,000
BERKELEY MUSIC GROUP
2036 UNIVERSITY AVEBERKELEYCA94704N/APCTO PRESENT A VIBRANT AND DIVERSE RANGE OF LIVE PERFORMANCES, WHICH ADVANCE THE APPRECIATION OF MUSIC$35,000
BIG BROTHER BIG SISTER BAY AREA
1400 MARINA WAYSOUTH RICHMONDCA94804N/APCGENERAL OPERATING SUPPORT$40,000
BIG SKY YOUTH EMPOWERMENT
PO BOX 6757BOZEMANMT59771N/APCADVENTURE BASED GROUP MENTORING PROGRAM$65,000
BOYS & GIRLS CLUBS OF CENTRAL SONOMA COUNTY
1230 PRESERVATION PARK WAYOAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$75,000
BOYS & GIRLS CLUBS OF THE PENINSULA (BGCP)
401 PIERCE RDMENLO PARKCA94025N/APCGENERAL OPERATING SUPPORT$30,000
BREAKTHROUGH SILICON VALLEY
1635 PARK AVENUESAN JOSECA95126N/APCCOLLEGE ACCESS AND READINESS$75,000
BRIDGE MEADOWS
8502 N WAYLAND AVEPORTLANDOR97203N/APCTO PROVIDE AFFORDABLE APARTMENTS TO SENIORS, FOSTER YOUTH, AND THEIR FAMILIES.$75,000
BUILD
PO BOX 3316REDWOOD CITYCA94064N/APCBUILDING PATHS TO COLLEGE SUCCESS$35,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVE GOLDENSAN FRANCISCOCA94118N/APCCAREERS IN SCIENCE PROGRAM$50,000GATE PARK
CANTARE CON VIVO
1400 N DUTTON AVE 24SANTA ROSACA95401N/APCCANTARE YOUTH CHOIRS$40,000
CASA COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY
P O BOX 1418KENWOODCA95452N/APCCASA OF SONOMA COUNTY SUCCESSFUL FUTURES PROGRAM$50,000
CASA OF CONTRA COSTA COUNTY
2151 SALVIO ST SUITE 295CONCORDCA94520N/APCGENERAL OPERATING SUPPORT$50,000
CASA OF SAN MATEO COUNTY
330 TWIN DOLPHIN DRIVEREDWOOD CITYCA94065N/APCTO ENSURE THAT ALL ABUSED AND NEGLECTED CHILDREN UNDER THE PROTECTION OF THE COURT HAVE A CONSISTENT, CARING ADULT WHO SPEAKS ON THEIR BEHALF AND HELPS THEM REACH THEIR FULL POTENTIAL.$50,000
CENTER FOR EARLY INTERVENTION ON DEAFNESS
CEIDBERKELEYCA94710N/APCSUMMER PROGRAM AT THE CENTER FOR EARLY INTERVENTION ON DEAFNESS (CEID)$50,000
CHALLENGE DAY
2063 MAIN STREET 437OAKLEYCA94561N/APCGENERAL OPERATING SUPPORT$50,000
CHAPTER 510 INK
546 9TH STREETOAKLANDCA94607N/APCWRITERS' ROOMS AT WESTLAKE MIDDLE AND METWEST HIGH SCHOOLS$50,000
CHILDHAVEN
1035 SW 124TH STSEATTLEWA98146N/APCGENERAL OPERATING SUPPORT$21,950
CHILDREN'S CENTER
1713 PENN LANEOREGON CITYOR97045N/APCGENERAL OPERATING SUPPORT$50,000
CHILDREN'S HOME AID
200 W MONROE ST SUITE 2100CHICAGOIL60606N/APCWE ADVANCE THE WELL-BEING OFCHILDRENBY INVESTING IN FAMILIES TO DISRUPT THE SYSTEMIC AND MULTI-GENERATIONAL CYCLE OF RACIAL, SOCIAL AND ECONOMIC INEQUALITY.$40,000
COLLEGE IS REAL INC
550 HARTZ AVE SUITE 200DANVILLECA94526N/APCCOLLEGE IS REAL, INC. EXPANSION$75,000
COLLEGE TRACK
483 9TH STREET SUITE 200OAKLANDCA94607N/APCGENERAL OPERATING SUPPORT$125,000
COLLEGESPRING
1990 N CALIFORNIA BLVD SUITE 20WALNUT CREEKCA94596N/APCPROVIDING SAT AND ACT TEST PREPARATION IN THE BAY AREA$50,000
COMMUNITY ARTS FOUNDATION
1666 N MAIN STREETWALNUT CREEKCA94596N/APCCOMMUNITY PARTICIPATION IN VISUAL AND PERFORMING ARTS$26,500
COMPASS FAMILY SERVICES
37 GROVE STREETSAN FRANCISCOCA94102N/APCTO HELP HOMELESS AND AT-RISK FAMILIES BECOME STABLY HOUSED, EMOTIONALLY AND PHYSICALLY HEALTHY, AND ECONOMICALLY SELF-SUFFICIENT$25,000
COMPLETELY KIDS
2566 ST MARYS AVENUEOMAHANE68105N/APCGENERAL OPERATING SUPPORT$25,000
COVENANT HOUSE CALIFORNIA
1325 N WESTERN AVELOS ANGELESCA90027N/APCYOUTH SHELTER THAT PROVIDES SANCTUARY AND SUPPORT FOR YOUTH EXPERIENCING HOMELESSNESS$60,000
CRISTO REY SAN JOSE
1389 E SANTA CLARA STREETSAN JOSECA95116N/APCWHOLENESS PROGRAM$56,000
DE LA SALLE NORTH CATHOLIC HIGH SCHOOL
4300 NE KILLINGSWORTH STREETPORTLANDOR97218N/APCGENERAL OPERATING SUPPORT$50,000
DE MARILLAC ACADEMY
175 GOLDEN GATE AVENUESAN FRANCISCOCA94102N/APCSTUDENT SCHOLARSHIP$51,000
DIABLO BALLET
PO BOX 4700WALNUT CREEKCA94596N/APCDIABLO BALLET'S PEEK AND PEEK EXTENSION PROGRAMS$20,000
DISCOVERY COUNSELING CENTER
115A TOWN COUNTRY DRIVEDANVILLECA94526N/APCPROVIDE MENTAL HEALTH SERVICES TO THE COMMUNITY AND SOUTH COUNTY SCHOOLS$50,000
DOVETAIL LEARNING
6312 TRISTANIA COURTFORESTVILLECA95436N/APCGENERAL OPERATING SUPPORT$30,000
DOWN SYNDROME CONNECTION OF THE BAY AREA
101-J TOWN COUNTRY DRDANVILLECA94526N/APCEDUCATION PROGRAMS$75,000
EASTSIDE COLLEGE PREPARATORY SCHOOL
1041 MYRTLE STREETEAST PALO ALTOCA94303N/APCSCHOLARSHIP PROGRAM$84,000
ELEVATE OREGON
12215 NE MARX STPORTLANDOR97230N/APCSERVING YOUTH IN MARGINALIZED COMMUNITIES$50,000
ENVIRONMENTAL TRAVELING COMPANIONS
2 MARINA BLVD FORT MASON CENTERSAN FRANCISCOCA94123N/APCETC BOUNDLESS ADVENTURES FOR YOUTH$20,000SUITE C385
FAMILY SUPPORT SERVICES
303 HEGENBERGER ROAD SUITE 400OAKLANDCA94621N/APCKINSHIP SUPPORT SERVICES PROGRAM$35,000
FIRST GRADUATE
2973 16TH STREET SUITE 400SAN FRANCISCOCA94103N/APCCOLLEGE ACCESS AND SUCCESS$60,000
FIT KIDS FOUNDATION
845 OAK GROVE AVENUE SUITE 100MENLO PARKCA94025N/APCFIT KIDS PROGRAM FUNDING$30,000
FRESH LIFELINES FOR YOUTH
568 VALLEY WAYMILPITASCA95035N/APCGENERAL OPERATING SUPPORT$100,000
FRIENDS OF THE CHILDREN - LANE COUNTY OREGON
2619 BROADWAYOAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$50,000
FRIENDS OF THE CHILDREN - PORTLAND
44 NE MORRISPORTLANDOR97212N/APCIMPACTING GENERATIONAL CHANGE BY EMPOWERING YOUTH WHO ARE FACING THE GREATEST OBSTACLES THROUGH RELATIONSHIPS WITH PROFESSIONAL MENTORS$150,000
FRIENDS OF THE CHILDREN - SF BAY AREA
111 QUINT STSAN FRANCISCOCA94124N/APCGENERAL OPERATING SUPPORT$150,000
GENESYS WORKS - BAY AREA
1721 BROADWAY SUITE 201OAKLANDCA94612N/APCSUPPORTING COLLEGE & CAREER SUCCESS FOR UNDERSERVED BAY AREA YOUTH$25,000
GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER
1390 N MCDOWELL BLVD SUITE G331PETALUMACA94954N/APCYOUTH SCHOLARSHIP FUNDING$25,000
GIRLS INC OF ALAMEDA COUNTY
510 16TH STREETOAKLANDCA94612N/APCEUREKA! TEEN ACHIEVEMENT PROGRAM (EUREKA!)$25,000
GIRLS ON THE RUN OF THE BAY AREA
3543 18TH STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATING SUPPORT$12,130
GIRLVENTURES
119 FILBERT STOAKLANDCA94607N/APCEMPOWER ADOLESCENT GIRLS TO DEVELOP AND EXPRESS THEIR STRENGTHS$40,000
GLOBAL GLIMPSE
490 LAKE PARK AVE 16039OAKLANDCA94610N/APCGLOBAL GLIMPSE KENNEDY HIGH AND SUMMIT K2 PROGRAM$50,000
GLOBAL VILLAGE PROJECT
PO BOX 1548DECATURGA30031N/APCSTEAM EDUCATION AND REMOVES THE BARRIERS TO REFUGEE GIRLS' LEARNING$45,000
GRATEFUL GATHERINGS
2930 DOMINGO AVE 181BERKELEYCA94705N/APCGENERAL OPERATING SUPPORT$35,000
GRIEF'S JOURNEY FKA TED E BEAR HOLLOW
8000 CHICAGO STREETOMAHANE68114N/APCGENERAL OPERATING SUPPORT$30,000
GUITARS OVER GUNS ORGANIZATION
2916 N MIAMI AVEMIAMIFL33127N/APCGENERAL OPERATING SUPPORT$50,000
HEALTHY MOVES
115 WEST 8TH AVE SUITE 216EUGENEOR97401N/APCGENERAL OPERATING SUPPORT$10,000
HOPE CENTER FOR KIDS
2200 NORTH 20TH STREETOMAHANE68110N/APCFAITHFULLY INSPIRING HOPE IN THE LIVES OF YOUTH & CHILDREN THROUGH EDUCATION, EMPLOYABILITY, COLLABORATION & FAITH.$35,000
HOPE CENTER OF EAGLE RIVER VALLEY
P O BOX 2127EAGLECO81631N/APCTO SUPPORT MENTAL HEALTH$35,000
HORIZONS AT SAN FRANCISCO FRIENDS SCHOOL
250 VALENCIA STSAN FRANCISCOCA94103N/APCGENERAL OPERATING SUPPORT$25,000
I CAN DO THAT THEATRE COMPANY
194 DIABLO RDDANVILLECA94526N/APCGENERAL OPERATING SUPPORT$65,000
IF GIVEN A CHANCE
3299 CLAREMONT WAY SUITE 7NAPACA94558N/APCGENERAL OPERATING SUPPORT$30,000
ISING SILCON VALLEY
600 COLORADO AVEPALO ALTOCA94306N/APCTO PROVIDE YOUNG WOMEN WITH EXEMPLARY CHORAL MUSIC EDUCATION THAT WILL FOSTER ARTISTRY, LEADERSHIP, AND COMMUNITY IN A CREATIVE AND SUPPORTIVE ENVIRONMENT.$12,500
JUMPSTART
308 CONGRESS STREET 6TH FLOORBOSTONMA02210N/APCJUMPSTART NORTHERN CALIFORNIA$25,000
KID SCOOP NEWS
181 ANDRIEUX ST SUITE 200SONOMACA95476N/APCTO GIVE EVERY CHILD IN THE BAY AREA SOMETHING HE OR SHE REALLY, REALLY WANTS TO READ, BECAUSE THE MORE KIDS READ, THE MORE THEY WILL SUCCEED.$25,000
KIDS' COUNTRY
2001 NORTH CLARK STREETCHICAGOIL60614N/APCTO SUPPORT A CHILD'S NATURAL CURIOSITY AND LOVE OF LEARNING IN A SAFE AND INSPIRED ENVIRONMENT WHERE THEY CAN DISCOVER THEIR PASSIONS AND ACHIEVE GREAT THINGS.$31,382
KRISTI YAMAGUCHI'S ALWAYS DREAM FOUNDATION
125 RAILROAD AVE S-203DANVILLECA94526N/APCGENERAL OPERATING SUPPORT$50,000
LANE THOMAS FOUNDATION
PO BOX 540365ELKHORNNE68154N/APCSUPPORTING FAMILIES OF CHILDREN NEEDING LIFE-SAVING TRANSPLANTS$25,000
LEAP ARTS IN EDUCATION
425 LINCOLN STREETEUGENEOR97401N/APCARTIST-IN-RESIDENCE PROGRAM$15,000
LEAP THERAPEUTIC WILDERNESS ADVENTURES
806 SW BROADWAY SUITE 1000PORTLANDOR97205N/APCYOUTH WILDERNESS PROGRAMS$30,000
LEND A HAND FOUNDATION INC OF NORTHERN CALIFORNIA
8393 CAPWELL DRIVE SUITE 220OAKLANDCA94621N/APCGENERAL OPERATING SUPPORT$10,000
LIGHTHOUSE COMMUNITY CHARTER SCHOOL
444 HEGENBERGER RDOAKLANDCA94621N/APCTO TRANSFORM THE LANDSCAPE OF EDUCATION FOR HISTORICALLY UNDERSERVED STUDENTS IN OAKLAND.$120,000
LINCOLN PARK ZOO
2001 NORTH CLARK STREETCHICAGOIL60614N/APCZOO EXPLORERS$50,000
LUNA KIDS DANCE INC
PO BOX 427005SAN FRANCISCOCA94142N/APCTO BRING CREATIVITY, EQUITY AND COMMUNITY TO EVERY CHILD'S LIFE THROUGH THE ART OF DANCE$15,000
MAKING WAVES FOUNDATION
3045 RESEARCH DRIVERICHMONDCA94806N/APFGENERAL OPERATING SUPPORT$25,000
MCCALLUM THEATRE
73000 FRED WARING DRIVEPALM DESERTCA92260N/APCTO EDUCATE, ENTERTAIN, AND ENRICH THE COACHELLA VALLEY COMMUNITY THROUGH PERFORMING ARTS$30,000
MENTOR TUTOR CONNECTION
PO BOX 391268MOUNTAIN VIEWCA94039N/APCTO BE A GOOD LISTENER, A SOURCE OF SUPPORT AND ENCOURAGEMENT, AND A CARING GUIDE WHO INSPIRES HOPE FOR A BRIGHT FUTURE.$15,000
MERCY HOUSING
1600 BROADWAY SUITE 2000DENVERCO80202N/APCGRACE APARTMENTS OUT OF SCHOOL TIME PROGRAM$20,000
MICHELLE OBAMA ELEMENTARY (FKA WILSON)
629 42ND STRICHMONDCA94805N/AGOVGENERAL OPERATING SUPPORT$40,000
MISSION GRADUATES
3040 16TH STREETSAN FRANCISCOCA94103N/APCCOLLEGE ACCESS SUPPORT$70,000
MONTALVIN MANOR ELEMENTARY SCHOOL
300 CHRISTINE DRIVESAN PABLOCA94806N/AGOVTO PROVIDE A STIMULATING LEARNING ENVIRONMENT$20,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA939401023N/APCGENERAL OPERATING SUPPORT$50,000
MONTEREY JAZZ FESTIVAL
PO BOX JAZZMONTEREYCA93942N/APCTO INSPIRE THE DISCOVERY AND CELEBRATION OF JAZZ, ANCHORED BY AN ICONIC FESTIVAL.$20,000
MT DIABLO UNIFIED SCHOOL DISTRICT
2701 WILLOW PASS ROADCONCORDCA94519N/AGOVGENERAL OPERATING SUPPORT$28,000
NATURAL HIGH
7881-A DRURY LANELA JOLLACA92037N/APCONE TO ONE TUTORING$30,000
NATURAL HISTORY MUSEUM OF LOS ANGELES COUNTY
900 EXPOSITION BOULEVARDLOS ANGELESCA90007N/APCGENERAL OPERATING SUPPORT$25,000
NATUREBRIDGE
1033 FORT CRONKHITESAUSALITOCA94965N/APCTO CONNECT YOUNG PEOPLE TO THE WONDER AND SCIENCE OF THE NATURAL WORLD, IGNITING SELF-DISCOVERY AND INSPIRING STEWARDSHIP OF OUR PLANET.$50,000
NEW DAY FOR CHILDREN
PO BOX 439ALAMOCA94507N/APCTO PROVIDE TANGIBLE HOPE AND HELP TO AMERICAN FAMILIES OF SEX TRAFFICKED CHILDREN.$40,000
NEW LEADERS
651 EIGHTH STTREASURE ISLAND SAN FRCA94130N/APCGENERAL OPERATING SUPPORT$85,000
NO LIMITS FOUNDATION
265 CENTRE RDWALESME04280N/APCGENERAL OPERATING SUPPORT$20,000
NORTHWEST ACADEMY
1130 SW MAIN STREETPORTLANDOR97205N/APCNORTHWEST ACADEMY SCHOLARSHIP FUND$75,000
OAKLAND CHILDREN'S FAIRYLAND INC
699 BELLEVUE AVENUEOAKLANDCA94610N/APCGENERAL OPERATING SUPPORT$25,000
OAKLAND LACROSSE CLUB
638 3RD STREETOAKLANDCA94607N/APCGENERAL OPERATING SUPPORT$30,000
OAKLAND LITERACY COALITION
2744 E 11TH STREET SUITE A10OAKLANDCA94601N/APCGENERAL OPERATING SUPPORT$15,000
OAKLAND PROMISE
484 9TH STREETOAKLANDCA94607N/APCGENERAL OPERATING SUPPORT$50,000
OAKLAND PUBLIC EDUCATION FUND
PO BOX 71005OAKLANDCA94612N/APCTHINK COLLEGE NOW SCIENCE PROGRAM$115,000
OMENA
232 BROWN STPROVIDENCERI02906N/APCSOCIAL EMOTIONAL LEARNING TO BREAK THE CYCLE OF EMOTIONAL ABUSE$15,000
ONEGOAL
PO BOX 734137CHICAGOIL606734137N/APCSTRENGTHENING COLLEGE ACCESS & SUCCESS FOR LOW-INCOME STUDENTS OF COLOR IN THE BAY AREA$50,000
PARENTCHILD
PO BOX 71005OAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$25,000
PARENTING NOW
86 CENTENNIAL LOOPEUGENEOR97401N/APCGENERAL OPERATING SUPPORT$40,000
PARTNERS FORE GOLF INC
4501 PLEASANTON AVENUEPLEASANTONCA94566N/APCGENERAL OPERATING SUPPORT$25,000
PARTNERSHIP 4 KIDS
1004 FARNAM STREET SUITE 200OMAHANE68102N/APCTO PROVIDE INNOVATIVE AND EFFECTIVE COMPREHENSIVE HEALTH EDUCATION TO TEENS TO PREPARE THEM FOR LIFE'S CHALLENGES.$17,000
PARTNERSHIP FOR LOS ANGELES SCHOOLS
1055 WILSHIRE BLVD STELOS ANGELESCA90017N/APCENHANCED PERSONALIZED INSTRUCTION$33,375
PATHLIGHT INTERNATIONAL
3037 HOPYARD RDPLEASANTONCA945885261N/APCTO EMPOWER CHILDREN IN BELIZE TO RECEIVE A QUALITY EDUCATION, BREAK FREE FROM POVERTY, AND REACH THEIR GOD-GIVEN POTENTIAL$45,000
PEER FORWARD
1140 3RD STREET NE SUITE 320WASHINGTONDC20002N/APCGENERAL OPERATING SUPPORT$50,000
PENINSULA BRIDGE
177 BOVET RD STE 120SAN MATEOCA94402N/APCGENERAL OPERATING SUPPORT$25,000
PHILANTHROPIC VENTURES FOUNDATION
PO BOX 7788BERKELEYCA94707N/APCGENERAL OPERATING SUPPORT$20,000
PLAYWORKS NORTHERN CALIFORNIA
1423 BROADWAY PMB 161OAKLANDCA94612N/APCTO IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN BY INCREASING OPPORTUNITIES FOR PHYSICAL ACTIVITY AND SAFE, MEANINGFUL PLAY.$60,000
POINT BLUE CONSERVATION SCIENCE
3820 CYPRESS DRIVE SUITE 11PETALUMACA94954N/APCSTUDENTS AND TEACHERS RESTORING A WATERSHED (STRAW)$25,000
POSITIVE COACHING ALLIANCE (FKA COACHING CORPS)
101 WEST 23RD STREET 300NEW YORKNY10011N/APCGENERAL OPERATING SUPPORT$30,000
RANCHO CIELO
PO BOX 6948SALINASCA93912N/APCGENERAL OPERATING SUPPORT$32,500
READING PARTNERS
1222 PRESERVATION PARK WAYOAKLANDCA94612N/APCTO HELP CHILDREN BECOME LIFELONG READERS BY EMPOWERING COMMUNITIES TO PROVIDE INDIVIDUALIZED INSTRUCTION WITH MEASURABLE RESULTS.$100,000
REDWOOD CITY EDUCATION FOUNDATION
66 FRANKLIN ST SUITE 300OAKLANDCA94607N/APCGENERAL OPERATING SUPPORT$25,000
REGENTS OF THE UNIVERSITY OF CALIFORNIACAL PERFORMANCES
101 ZELLERBACH HALL 4800BERKELEYCA94720N/APCGENERAL OPERATING SUPPORT$20,000
RELIEF NURSERY INC
1720 WEST 25TH AVENUEEUGENEOR97405N/APCTHERAPEUTIC EARLY CHILDHOOD PROGRAM, SPECIAL EDUCATION$40,000
RHYTHMIX CULTURAL WORKS
2513 BLANDING AVENUEALAMEDACA94501N/APCPERFORMANCE ART & LEARNING 2022$23,363
RICHMOND PROMISE INC
440 CIVIC CENTER PLAZARICHMONDCA94804N/APCRICHMOND PROMISE NEAR PEER AMBASSADOR PROGRAM$25,000
SAFE AND SOUND (FKA SAN FRANCISCO CHILD ABUSE PREVENTION CENTER)
1757 WALLER STREETSAN FRANCISCOCA94117N/APCGENERAL OPERATING SUPPORT$100,000
SAFE PASSAGES
1017 CLAY STREETOAKLANDCA94607N/APCTO STRENGTHEN THE SAFETY NET FOR POOR PEOPLE AND LEVEL THE PLAYING FIELD FOR MARGINALIZED STUDENTS, FAMILIES, AND COMMUNITIES IN ALAMEDA COUNTY.$52,500
SAFEHOME INC
PO BOX 4563OVERLAND PARKKS66204N/APCFREE FROM DOMESTIC VIOLENCE$25,000
SAINT ELIZABETH ELEMENTARY SCHOOL
1516 33RD AVEOAKLANDCA94601N/APCGENERAL OPERATING SUPPORT$15,000
SAINT IGNATIUS COLLEGE PREPARATORY
2001 37TH AVENUESAN FRANCISCOCA94116N/APCGENERAL OPERATING SUPPORT$25,000
SAN FRANCISCO JAZZ ORGANIZATION
201 FRANKLIN STREETSAN FRANCISCOCA94102N/APCTO DEVELOP THE AUDIENCE FOR JAZZ IN THE SAN FRANCISCO BAY AREA AND BEYOND$30,000
SAN LEANDRO BOYS & GIRLS CLUBS
242 WEST 30TH STREETNEW YORKNY10001N/APCGENERAL OPERATING SUPPORT$33,000
SANTA BARBARA EDUCATION FOUNDATION
1528 CHAPALA STREET SUITE 308SANTA BARBARACA93101N/APCGENERAL OPERATING SUPPORT$25,000
SCHOOL OF IMAGINATION
9801 DUBLIN BLVDDUBLINCA94568N/APCGENERAL OPERATING SUPPORT$65,000
SERAPHIC FIRE
2153 CORAL WAYMIAMIFL33145N/APCPROFESSIONAL VOCAL EMSAMBLE IN THE US$25,000
SHELTER INC
PO BOX 5368CONCORDCA94524N/APCMOUNTAIN VIEW EMERGENCY FAMILY SHELTER$60,000
SHINE TOGETHER (FKA TEEN SUCCESS INC)
508 VALLEY WAYMILPITASCA95035N/APCBUILDS PATHWAYS TO PROSPERITY FOR TWO GENERATIONS$25,000
SPRINGBOARD COLLABORATIVE
TWO PENN CENTER SUITE 1160 JOHN FPHILADELPHIAPA19102N/APCGENERAL OPERATING SUPPORT$75,000KENNEDY BLVD
ST MARY'S ACADEMY
1615 SW FIFTH AVENUEPORTLANDOR97201N/APCQUEST SCHOLARSHIP GRANT FOR TUITION ASSISTANCE$50,000
SUMMER SEARCH BAY AREA
PO BOX 7731SAN FRANCISCOCA94120N/APCTO HELP STUDENTS CREATE BRIGHT FUTURES WHERE THEY THRIVE ACADEMICALLY, FINANCIALLY, CAREER-WISE, AND WITHIN THEIR RELATIONSHIPS$100,000
TANDEM PARTNERS IN EARLY LEARNING
1275 FAIRFAX AVESAN FRANCISCOCA94124N/APCTANDEMS EARLY LEARNING PROGRAMS IN ALAMEDA AND CONTRA COSTA COUNTIES$50,000
TEACH FOR AMERICA
PO BOX 745908LOS ANGELESCA900745908N/APCFINDS, DEVELOPS, AND SUPPORTS EQUITY-ORIENTED LEADERS-INDIVIDUALLY AND IN TEAMS-SO THEY CAN TRANSFORM EDUCATION AND EXPAND OPPORTUNITY WITH CHILDREN, STARTING IN THE CLASSROOM$150,000
TEAM INC TECH EXPOSURE & ACCESS THROUGH MENTORING
1441 FRANKLIN STREETOAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$35,000
TEEN ESTEEM
PO BOX 966DANVILLECA94526N/APCGENERAL OPERATING SUPPORT$200,000
THE ART OF YOGA PROJECT
555 BRYANT STREET 232PALO ALTOCA94301N/APCREGULATE TRAUMATIZED INDIVIDUALS' NERVOUS SYSTEMS AND BRING THEM BAACK INTO BALANCE THROUGH THE NEUROSEQUENTIAL MONDEL OF THERAPEUTICS$20,000
THE ATHENIAN SCHOOL
2100 MT DIABLO SCENIC BLVDDANVILLECA945062002N/APCTHE ATHENIAN SCHOOL, QUEST SCHOLAR$99,340
THE BAY AREA URBAN NETWORK
4292 KELLER AVEOAKLANDCA94605N/APCGENERAL OPERATING SUPPORT$35,000
THE FIELD MUSEUM
1400 SOUTH LAKE SHORE DRIVECHICAGOIL60605N/APCGENERAL OPERATING SUPPORT$55,000
THE HIDDEN GENIUS PROJECT
2934 TELEGRAPH AVEOAKLANDCA94609N/APCTRAINS AND MENTORS BLACK MALE YOUTH IN TECHNOLOGY CREATION, ENTREPRENEURSHIP, AND LEADERSHIP SKILLS TO TRANSFORM THEIR LIVES AND COMMUNITIES.$25,000
THE MINDFUL PROJECT
1001 CANAL BLVD SUITE A-0RICHMONDCA94804N/APCMINDFULNESS AND YOGA IN BAY AREA SCHOOLS$60,000
THE NEPHROTIC SYNDROME FOUNDATION
325 MARKS RDALAMOCA94507N/APCGENERAL OPERATING SUPPORT$30,000
THE NEPHROTIC SYNDROME FOUNDATION (SOCIAL GOOD FUND)
325 MARKS RDALAMOCA94507N/APCGENERAL OPERATING SUPPORT$28,000
THE ORIGINAL SCRAPER BIKE TEAM INC
PO BOX 5367OAKLANDCA94605N/APCGENERAL OPERATING SUPPORT$25,000
THE PINKNEY FOUNDATION (FKA ACE KIDS GOLF)
306 12TH STREETOAKLANDCA94607N/APCTO PROVIDE UNDERPRIVILEGED CHILDREN WITH THE OPPORTUNITY TO EXPERIENCE THE JOY OF GOLF$30,000
THE PRACTICE SPACE
1600 NAVELLIER STREETEL CERRITOCA94530N/APCTO BUILD CONFIDENCE AND COMMUNITY THROUGH COMMUNICATION SKILL DEVELOPMENT TO ADVANCE INCLUSION, DEVELOP EMPATHY, AND ELEVATE UNDERREPRESENTED VOICES.$25,000
THE PRENTICE SCHOOL
18341 LASSEN DRIVESANTA ANACA92705N/APCNEED-BASED SCHOLARSHIP FOR TRANSFORMATION$10,000
THE RUTH BANCROFT GARDEN
1552 BANCROFT RDWALNUT CREEKCA94598N/APCGENERAL OPERATING SUPPORT$30,000
THE TEACHING WELL
360 GRAND AVE 77OAKLANDCA94610N/APCEMPOWERS TIME-CRUNCHED TEACHERS TO PRIORITIZE AND NOURISH THEMSELVES SO THAT THEY CAN BE RESILIENT BOTH INSIDE AND OUTSIDE OF THE CLASSROOM.$30,000
THE TECH INTERACTIVE
201 SOUTH MARKET STREETSAN JOSECA95113N/APCTO INSPIRE THE INNOVATOR IN EVERYONE$40,000
TUTORING CHICAGO
540 GLASGOW CIRCLEDANVILLECA94526N/APCONE TO ONE TUTORING$20,000
UASPIRE
31 MILK STREET SUITE 900BOSTONMA02109N/APCGENERAL OPERATING SUPPORT$30,000
UC BERKELEY HAAS SCHOOL BOOST PROGRAM
2220 PIEDMONT AVEBERKELEYCA94720N/APCGENERAL SUPPORT$35,000
UPWARD ROOTS
3904 RUBY STREET APT 4OAKLANDCA94609N/APCTO EQUIP YOUTH TO BE LEADERS AND CHANGEMAKERS THROUGH YOUTH-LED, YOUTH-DRIVEN COMMUNITY SERVICE$40,000
URBAN INITIATIVES
650 W LAKE ST STE 340CHICAGOIL60661N/APCWORK TO PLAY$60,000
URBAN PREP ACADEMIES
420 N WABASH SUITE 300CHICAGOIL60611N/APCGENERAL OPERATING SUPPORT$50,000
WE CARE SERVICES FOR CHILDREN
2191 KIRKER PASS ROADCONCORDCA94521N/APCTO HELP YOUNG CHILDREN AND THEIR FAMILIES REACH THEIR FULL POTENTIAL, REGARDLESS OF THEIR ABILITIES OR CIRCUMSTANCES.$60,000
WEST CONTRA COSTA PUBLIC EDUCATION FUND
2145 N HALSTED STCHICAGOIL60614N/APCGENERAL OPERATING SUPPORT$4,500
WEST COUNTY MANDARIN SCHOOL
1575 MANN DRIVEPINOLECA94564N/AGOVTO EQUITY AND HAVE HIGH STANDARDS FOR THE GROWTH AND SUCCESS OF ALL STUDENTS$30,000
WHEEL TO WALK FOUNDATION
PO BOX 20146PORTLANDOR97294N/APCGENERAL OPERATING SUPPORT$25,000
WORLDREADER
C/O BRIGHTON JONES 2030 1ST AVENUESEATTLEWA98121N/APCGENERAL OPERATING SUPPORT$50,000SUITE 300
WRITERCOACH CONNECTION
890 PARK LANEOAKLANDCA94610N/APCTO CONNECT TRAINED, CARING VOLUNTEER COACHES WITH MIDDLE AND HIGH SCHOOL STUDENTS TO ENGAGE, ENCOURAGE AND INSPIRE THEM TO THINK MORE CRITICALLY AND WRITE MORE SKILLFULLY$18,000
YES NATURE TO NEIGHBORHOODS
3029 MACDONALD AVERICHMONDCA94804N/APCTO NURTURE LEADERS WHO CHAMPION THE WELLBEING OF OUR COMMUNITY$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,523,675TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AIM HIGH FOR HIGH SCHOOL
6 LIBERTY SQBOSTONMA02109N/APCNARROWING THE ACHIEVEMENT AND OPPORTUNITY GAPS IN THE EAST BAY$100,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVE GOLDENSAN FRANCISCOCA94118N/APCCAREERS IN SCIENCE PROGRAM$50,000GATE PARK
CAMP COMMON GROUND (SOCIAL GOOD FUND)
1104 PARKWOOD WAYREDWOOD CITYCA94061N/APCGENERAL OPERATING SUPPORT$10,000
CHILDREN'S CENTER
1713 PENN LANEOREGON CITYOR97045N/APCGENERAL OPERATING SUPPORT$50,000
CRISTO REY DE LA SALLE EAST BAY HIGH SCHOOL ST ELIZABETH CAMPUS
PO BOX 1069ALAMEDACA94501N/APCGENERAL OPERATING SUPPORT$25,000
DIABLO BALLET
PO BOX 4700WALNUT CREEKCA94596N/APCDIABLO BALLET'S PEEK AND PEEK EXTENSION PROGRAMS$20,000
EAST BAY CHILDREN'S LAW OFFICES
80 SWAN WAY SUITE 300OAKLANDCA94621N/APCGENERAL OPERATING SUPPORT$25,000
EL SISTEMA USASALINAS
820 PARK ROW 672SALINASCA93901N/APCCOMMITTED TO SOCIAL CHANGE IN OUR YOUTH AND COMMUNITIES THROUGH THE INSPIRATION, DISCIPLINE, AND PERFORMANCE OF ORCHESTRAL MUSIC.$50,000
GIRLS INC OF ALAMEDA COUNTY
510 16TH STREETOAKLANDCA94612N/APCEUREKA! TEEN ACHIEVEMENT PROGRAM (EUREKA!)$25,000
GIRLS ON THE RUN OF THE BAY AREA
3543 18TH STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATING SUPPORT$10,166
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123N/APCGENERAL OPERATING SUPPORT$20,000
JUMA VENTURES
131 STEUART STREETSAN FRANCISCOCA94105N/APCTO BREAK THE CYCLE OF POVERTY BY PAVING THE WAY TO WORK, EDUCATION AND FINANCIAL CAPABILITY FOR YOUTH ACROSS AMERICA.$40,000
MATRICULATE
1334 CARLTON PLACELIVERMORECA94550N/APCTO EMPOWER HIGH-ACHIEVING, LOW-INCOME HIGH SCHOOL STUDENTS TO MAKE THE LEAP TO OUR BEST COLLEGES AND UNIVERSITIES$35,000
MENTOR CALIFORNIACOMMUNITY INITIATIVES
1000 BROADWAY UNIT 480OAKLANDCA94607N/APCGENERAL OPERATING SUPPORT$20,000
NEW DOOR VENTURES
3221 20TH STREETSAN FRANCISCOCA94110N/APCPREPARE OPPORTUNITY YOUTH FOR WORK AND LIFE, BY PROVIDING THE JOBS, TRAINING, EDUCATION, AND SUPPORT THEY NEED TO DISCOVER AND ACHIEVE THEIR POTENTIAL$35,000
OAKLAND CHILDREN'S FAIRYLAND INC
699 BELLEVUE AVENUEOAKLANDCA94610N/APCGENERAL OPERATING SUPPORT$25,000
OAKLAND GOES OUTDOORS
C/O OAKLAND PUBLIC EDUCATION FUNDOAKLANDCA94612N/APCGENERAL OPERATING SUPPORT$23,400
OAKLAND PUBLIC EDUCATION FUND
PO BOX 71005OAKLANDCA94612N/APCTHINK COLLEGE NOW SCIENCE PROGRAM$25,000
OPEN MEADOW ALTERNATIVE SCHOOLS
16570 SE OAK STPORTLANDOR97233N/APCGENERAL OPERATING SUPPORT$25,000
REFLECTIONS FOUNDATION
10816 S PARNELLCHICAGOIL60628N/APCTO PROVIDE MENTORING PROGRAMS FORGIRLS AGES 7-17 THAT GIVES THEM THE OPPORTUNITY OF LEARNING VITAL LIFE SKILL OFEFFECTIVE COMMUNICATION.$25,000
RHYTHMIX CULTURAL WORKS
2513 BLANDING AVENUEALAMEDACA94501N/APCPERFORMANCE ART & LEARNING 2022$37,500
ROCKETSHIP EDUCATION
350 TWIN DOLPHIN DRIVEREDWOOD CITYCA94065N/APCGENERAL OPERATING SUPPORT$50,000
SAN FRANCISCO CASA
1663 MISSION STREETSAN FRANCISCOCA941032489N/APCCORE ADVOCACY PROGRAM FOR YOUTH IN FOSTER CARE$40,000
SAN FRANCISCO EDUCATION FUND
650 MISSION STREET 3RD FLOORSAN FRANCISCOCA94105N/APCTECHNOLOGY-ENABLED READING INTERVENTION IN SAN FRANCISCO$25,000
SERENDIPITY CENTER
PO BOX 33350PORTLANDOR97292N/APCTO PROVIDE THE BEST ENVIRONMENT FOR OUR STUDENTS TO HEAL AND BECOME EDUCATED, PRODUCTIVE COMMUNITY MEMBERS.$50,000
SPECIAL OLYMPICS NORTHERN CALIFORNIA AND NEVADA
3480 BUSKIRK AVENUE SUITE 340PLEASANT HILLCA94523N/APCHELP TRANSFORM A NORTHERN CALIFORNIA ATHLETE'S LIFE WITH A GIFT TO SPECIAL OLYMPICS$50,000
ST FRANCIS CENTER OF REDWOOD CITY
151 BUCKINGHAM AVEREDWOOD CITYCA94063N/APCMAKING A GREAT SPACE EVEN BETTER$25,000
STREET SOCCER USA
115 E 13TH STREETNEW YORKNY10003N/APCBUILDING STREET LEAGUES ACROSS THE COUNTRY FOCUSED ON SOCIAL IMPACT$40,000
SUPPLYBANKORG
7730 PARDEE LANEOAKLANDCA94621N/APCTO EFFICIENTLY ADDRESS THE UNMET MATERIAL NEEDS OF HOMELESS AND OTHER IMPOVERISHED CHILDREN, AND ADULTS WORKING TOWARDS SELF-SUFFICIENCY.$20,000
THE TECH INTERACTIVE
201 SOUTH MARKET STREETSAN JOSECA95113N/APCTO INSPIRE THE INNOVATOR IN EVERYONE$40,000
THERE WITH CARE OF THE BAY AREA
2682 MIDDLEFIELD ROADREDWOOD CITYCA94063N/APCSTAFFING FOR SAN FRANCISCO EXPANSION$70,000
UC BERKELEY HAAS SCHOOL BOOST PROGRAM
2220 PIEDMONT AVEBERKELEYCA94720N/APCGENERAL SUPPORT$35,000
VIDA VERDE NATURE EDUCATION
3540 LA HONDA ROADSAN GREGORIOCA94074N/APCMULTI-DAY OUTDOOR EDUCATION EXPERIENCES FOR LOW-INCOME OAKLAND AND BAY AREA YOUTH$40,000
WATERSIDE WORKSHOPS
84 BOLIVAR DRIVEBERKELEYCA94710N/APCTO ENGAGE YOUTH AND THE COMMUNITY THROUGH HANDS-ON LEARNING IN BICYCLE MECHANICS, WOODEN BOATBUILDING, AND OUTDOOR EDUCATION$30,000
WEST CONTRA COSTA PUBLIC EDUCATION FUND
2145 N HALSTED STCHICAGOIL60614N/APCGENERAL OPERATING SUPPORT$10,500
WEST COUNTY MANDARIN SCHOOL
1575 MANN DRIVEPINOLECA94564N/AGOVTO EQUITY AND HAVE HIGH STANDARDS FOR THE GROWTH AND SUCCESS OF ALL STUDENTS$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,231,566TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$119,537ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,682,749ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,886,295ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,688,581ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,688,581TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DOROTHY JERNSTEDT LIVING TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 339AddressLine1Txt
CityDANVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94526ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,351,276TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$2,351,276FairMarketValueAmt
Received2024-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$80,666Amt
Net Investment Income$40,333NetInvestmentIncomeAmt
Disbursements Charitable Prps$38,044DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAKING WAVES FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13045 RESEARCH DRIVEAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94806ZIPCd
FieldValueIRS element (for citing)
Grant2024-01-05GrantDt
Grant$25,000GrantAmt
Purpose Of GrantTO ENSURE STUDENTS AND FAMILIES UNDERSTAND THE COSTS OF COLLEGE, THAT THEY CAN NAVIGATE THE FINANCIAL AID AND COLLEGE APPLICATION PROCESS, AND MAKE A COLLEGE DECISION THAT IS FINANCIALLY AFFORDABLE THROUGH FINANCIAL ADVISING PROGRAMMING.PurposeOfGrantTxt
Expended By Grantee$25,000ExpendedByGranteeAmt
Any Diversion By GranteeNO DIVERSION OF GRANT FUNDS WAS FOUND.AnyDiversionByGranteeTxt
Dates Of Reports By Grantee06/20/2024 & 12/17/2024DatesOfReportsByGranteeTxt
Verification2024-12-17VerificationDt
Results Of VerificationQUEST FOUNDATION REVIEWED THE GRANT REPORTS RECEIVED, BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORT AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY.ResultsOfVerificationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDS - MS MAINBondNm
EOY Book Value$3,266,965EOYBookValueAmt
EOYFMV$3,266,965EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK - BERNSTEIN$5,196,086$5,196,086
CORPORATE STOCK - BROWN BROTHERS HARRIMAN$3,246,279$3,246,279
CORPORATE STOCK - MERRILL 2051$7,149,437$7,149,437
CORPORATE STOCK - MS CASH #18301$13,771,058$13,771,058
CORPORATE STOCK - MS #18331$1,249,244$1,249,244
CORPORATE STOCK - SCHARF #11550$16,021,303$16,021,303
CORPORATE STOCK - DODGE & COX$13,626,103$13,626,103

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$200,434USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$200,434USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
OTHER INVESTMENTS - BERNSTEINFMV$4,609,781$4,609,781
OTHER INVESTMENTS - BROWN BROTHERS HARRIMANFMV$5,560,722$5,560,722
OTHER INVESTMENTS - DODGE & COXFMV$10,262,264$10,262,264
OTHER INVESTMENTS - MERRILL 2051FMV$3,442,953$3,442,953
OTHER INVESTMENTS - SCHARF #11550FMV$101,440$101,440
EQUITY FUNDS - BERNSTEINFMV$4,022,916$4,022,916
EQUITY FUNDS - BROWN BROTHERS HARRIMANFMV$6,917,000$6,917,000
EQUITY FUNDS - DODGE & COX, SCHWABFMV$2,295,404$2,295,404
EQUITY FUNDS - MS #18340FMV$302,156$302,156
MORGAN STANLEY ALTERNATIVE INVESTMENTSFMV$303,706$303,706
ETFS - MERRILL 2051FMV$2,885,014$2,885,014
OTHER FUNDS - DODGE & COX, SCHAWBFMV$213,509$213,509
OTHER FUNDS - MS CASH #18301FMV$936,986$936,986
REAL ESTATE INCOME FUND - BROWN BROTHERSFMV$428,906$428,906
REAL ESTATE INCOME FUND - BERSTEINFMV$1,282,226$1,282,226

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST RECEIVABLE$116,119$105,799$105,799
INVESTMENT SALE RECEIVABLE$9,781$0$0
DUE FROM RELATED PARTY$0$112,782$112,782

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES/POSTAGE$2,891$0$2,760
INSURANCE$1,146$0$1,146
TELEPHONE$3,388$0$3,388
MISCELLANEOUS$400$0$535

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$3,589,178Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED SECTION 4940 TAX PAYABLE$285,000$335,000
DUE TO RELATED PARTY$49,532$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENTCategoryTxt
Amt$437,555Amt
Net Investment Income$437,555NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$0$39,999$0
EXCISE TAXES$180,000$0$0
UNSECURED PROPERTY TAX$28$0$28