SPRINGCREEK FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SPRINGCREEK FOUNDATION (EIN 68-0344778)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201933179349101418
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T11:40:26-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454060696 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 Contra Costa Blvd Ste 220 | AddressLine1Txt |
| City | Pleasant Hill | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680344778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Springcreek Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Leventhal Kline Management Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPRI | BusinessNameControlTxt |
| Phone | 5108414123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Avenue | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marlis Corning Jansen | PersonNm |
| Person Title | VP/Secretary/Treasurer | PersonTitleTxt |
| Phone | 5108414123 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CCA LLP | PreparerPersonNm |
| PTIN | P00587987 | PTIN |
| Phone | 9256852911 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.24.132.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 11:40:19 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11C41341E2825BA9C348AF826C977EBB3B18B533 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,345,943 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,120 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,884 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $754,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,375,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $621,715 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $816,664 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $848,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,532,383 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $175,183 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $187,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,324 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,862 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,862 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $207,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $189,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $895,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $895,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,103,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $189,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $964,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$254,675 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,343,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $974,810 | CashBOYAmt |
| Cash EOY | $521,176 | CashEOYAmt |
| Cash EOYFMV | $521,176 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $76,082 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $53,010 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $53,010 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $39,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,247,112 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,666,188 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,666,188 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $104,583 | OtherAssetsBOYAmt |
| Other Assets EOY | $105,569 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $105,569 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,441,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,345,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,345,943 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,948 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,449 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $14,948 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,449 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,426,989 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,337,494 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,426,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,337,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,441,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,345,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,426,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$254,675 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,172,314 | SubtotalAmt |
| Other Decreases | $834,820 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,337,494 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CLDR Stock Sale | P | $98,568 | $18,267 | $80,301 | $80,301 |
| OKTA Stock Sale | P | $179,612 | $13,660 | $165,952 | $165,952 |
| PSTG Stock Sale | P | $345,940 | $47,772 | $298,168 | $298,168 |
| RDFN Stock Sale | P | $64,589 | $4,163 | $60,426 | $60,426 |
| ZUO Stock Sale | P | $22,421 | $5,553 | $16,868 | $16,868 |
| Capital Distributions from Partnerships | P | $663,963 | $663,963 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $621,715 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $680,169 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,158,310 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044871 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $668,920 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,144,851 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047291 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $689,011 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,236,914 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048396 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $594,412 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,583,041 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040760 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $645,157 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,256,900 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045252 | DistributionYr5Rt |
| Total Distribution | 0.226570 | TotalDistributionRt |
| Average Distribution | 0.045314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,872,661 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $719,254 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,431 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $732,685 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $964,166 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $13,431 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,431 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,815 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,815 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,384 | OverpaymentAmt |
| Applied To ES Tax | $28,384 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.thespringcreekfoundation.org | WebsiteAddressTxt |
| Individual With Books | Harald Leventhal | IndividualWithBooksNm |
| Phone | 5108414123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Avenue | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Maud-Alison Long | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | President/Director | 2.00 | $0 | $0 | $0 |
| Marlis Corning Jansen | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | V.P./Secretary/Treasurer | 2.00 | $0 | $0 | $0 |
| Harald Leventhal | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Chief Financial Officer | 2.00 | $0 | $0 | $0 |
| Benita Kline | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Assistant Secretary | 4.00 | $0 | $0 | $0 |
| Mark Grace | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Board Member | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Leventhal Kline Management Inc | |||||
| 127 University Avenue | Berkeley | CA | 94710 | Foundation management | $112,000 |
| Sonen Capital | |||||
| 456 Montgomery Street 400 | San Francisco | CA | 94104 | Investment management | $62,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,870,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,114,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,114,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,872,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $793,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $793,633 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,431 | TotalTaxAmt |
| Distributable Before Adj | $780,202 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $780,202 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $780,202 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $964,166 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $964,166 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,431 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $950,735 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $780,202 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,716 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $964,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,716 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $780,202 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $172,248 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $172,248 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $172,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $172,248 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (196 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350 Bay Area | ||||||||
| PO Box 18762 | Oakland | CA | 94619 | None | PC | General Support | $250 | |
| 350 Bay Area | ||||||||
| PO Box 18762 | Oakland | CA | 94619 | None | PC | General Support | $500 | |
| American Diabetes Association | ||||||||
| PO Box 7023 | Merrifield | VA | 22116 | None | PC | General Support | $1,000 | |
| Amherst College Trustees | ||||||||
| PO Box 5000 | Amherst | MA | 01002 | None | PC | Annual Fund | $3,500 | |
| Amherst College Trustees | ||||||||
| PO Box 5000 | Amherst | MA | 01002 | None | PC | Annual Fund | $5,000 | |
| Amnesty International USA | ||||||||
| 5 Penn Plaza 16th Floor | New York | NY | 10001 | None | PC | General Support | $1,000 | |
| AOPA Foundation | ||||||||
| 421 Aviation Way | Frederick | MD | 21701 | None | PC | General Support-$50,000, Endowment-$50,000 | $100,000 | |
| Asian Art Museum Foundation of SF | ||||||||
| 200 Larkin Street | San Francisco | CA | 94102 | None | PC | General Support | $1,000 | |
| Bat Conservation International | ||||||||
| 500 North Capital of Texas Highway | Austin | TX | 78746 | None | PC | General Support | $1,000 | Building 1 |
| Berkeley Repertory Theatre | ||||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | PC | General Support | $1,500 | |
| Berkeley Repertory Theatre | ||||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | PC | General Support | $2,500 | |
| Berkeley Repertory Theatre | ||||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | PC | General Support | $5,000 | |
| Berkeley Repertory Theatre | ||||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | PC | General Support | $5,000 | |
| California Film Institute | ||||||||
| 1001 Lootens Place Suite 220 | San Rafael | CA | 94901 | None | PC | General Support | $5,500 | |
| California State Parks Foundation | ||||||||
| 33 New Montgomery Street Suite 520 | San Francisco | CA | 94105 | None | PC | General Support | $1,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen & Dixon Long Professorship | $4,902 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen & Dixon Long Professorship | $6,614 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen & Dixon Long Professorship | $6,618 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Ellen & Dixon Long Professorship | $6,618 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Writing Resource Center | $15,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Writing Resource Center | $15,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Writing Resource Center | $20,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | PC | Writing Resource Center | $25,000 | |
| Chamber Music San Francisco | ||||||||
| 1314 34th Avenue | San Francisco | CA | 94122 | None | PC | General Support | $3,500 | |
| City of Ketchum | ||||||||
| PO Box 2315 | Ketchum | ID | 83340 | None | PC | Ketch'em Alive Summer Concert series | $1,000 | |
| Clay & Glass Arts Foundation | ||||||||
| 916 El Rio Drive | San Jose | CA | 95125 | None | PC | General Support | $500 | |
| Confluence Philanthropy | ||||||||
| 436 14th Street Suite 900 | Oakland | CA | 94612 | None | PC | Membership - 2018 | $3,000 | |
| Confluence Philanthropy | ||||||||
| 436 14th Street Suite 900 | Oakland | CA | 94612 | None | PC | Membership - 2019 | $3,000 | |
| Corporation of the Fine Arts Museums | ||||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | None | PC | General Support | $2,500 | |
| Crissy Field Dog Group Inc | ||||||||
| PO Box 10726 | San Rafael | CA | 94912 | None | PC | General Support | $500 | |
| Direct Relief | ||||||||
| 27 S La Patera Lane | Goleta | CA | 93117 | None | PC | Butte County Wildfire Relief | $3,670 | |
| Environmental Working Group | ||||||||
| 1436 U Street NW Suite 100 | Washington | DC | 20009 | None | PC | 25th Anniversary Gift | $1,000 | |
| Farm to Pantry | ||||||||
| 331 1st Street | Healdsburg | CA | 94558 | None | PC | General Support | $1,000 | |
| Festival Napa Valley | ||||||||
| 1850 Soscol Avenue Suite 205 | Napa | CA | 94559 | None | PC | Leadership Society | $5,000 | |
| Festival Napa Valley | ||||||||
| 1850 Soscol Avenue Suite 205 | Napa | CA | 94559 | None | PC | General Support | $3,000 | |
| Festival Napa Valley | ||||||||
| 1850 Soscol Avenue Suite 205 | Napa | CA | 94559 | None | PC | General Support | $5,000 | |
| Festival Napa Valley | ||||||||
| 1850 Soscol Avenue Suite 205 | Napa | CA | 94559 | None | PC | General Support | $5,000 | |
| Grace Cathedral | ||||||||
| 1100 California Street | San Francisco | CA | 94108 | None | PC | General Support | $1,000 | |
| Greenpeace | ||||||||
| 702 H Street NW Suite 20001 | Washington | DC | 20001 | None | PC | General Support | $1,000 | |
| Hardin Jefferson Hunger Initiative | ||||||||
| 115 Hwy 90 East | China | TX | 77613 | None | PC | General Support | $1,000 | |
| Hardin Jefferson Hunger Initiative | ||||||||
| 115 Hwy 90 East | China | TX | 77613 | None | PC | General Support | $1,000 | |
| Hardin Jefferson Hunger Initiative | ||||||||
| 115 Hwy 90 East | China | TX | 77613 | None | PC | General Support | $2,000 | |
| Hardin Jefferson Hunger Initiative | ||||||||
| 115 Hwy 90 East | China | TX | 77613 | None | PC | Pantry Upgrading & Operating Expense | $5,000 | |
| Harvard Magazine Inc | ||||||||
| 7 Ware Street | Cambridge | MA | 02138 | None | PC | General Support | $500 | |
| Harvard University - Radcliffe Institute | ||||||||
| 10 Garden Street | Cambridge | MA | 02138 | None | PC | General Support | $1,000 | |
| Homeward Bound of Marin | ||||||||
| 1385 N Hamilton Parkway | Novato | CA | 94949 | None | PC | General Support | $1,000 | |
| Human Rights Watch | ||||||||
| 350 Sansome Street Suite 1000 | San Francisco | CA | 94104 | None | PC | IHO Mark Grace | $2,500 | |
| Idaho Conservation League | ||||||||
| PO Box 2671 | Ketchum | ID | 83340 | None | PC | General Support | $250 | |
| Idaho Conservation League | ||||||||
| PO Box 2671 | Ketchum | ID | 83340 | None | PC | General Support | $250 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | PC | General Support | $500 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | PC | General Support | $1,000 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | PC | General Support | $1,000 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | PC | General Support | $2,000 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | PC | General Support | $2,500 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | PC | General Support | $5,000 | |
| KFTHC | ||||||||
| 7822 Highway 2004 | McKee | KY | 40447 | None | PC | General Support | $4,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $1,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $1,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $1,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $1,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $1,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $1,500 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | General Support | $5,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | 50% Radio & 50% Television | $5,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | 50% Radio & 50% Television | $5,000 | |
| Macal Raptor Center and Avian Sanctuary | ||||||||
| 119 Chapel Hill Drive | Double Oak | TX | 75077 | None | PC | Expansion of Belize Raptor Center | $3,000 | |
| Marin Academy | ||||||||
| 1600 Mission Avenue | San Rafael | CA | 94901 | None | PC | Swimming Pool Locker Rooms | $2,500 | |
| Marin Agricultural Land Trust | ||||||||
| PO Box 809 | Pt Reyes Station | CA | 94956 | None | PC | General Support | $1,000 | |
| Marin Agricultural Land Trust | ||||||||
| PO Box 809 | Pt Reyes Station | CA | 94956 | None | PC | General Support | $1,000 | |
| Marin Country Day School | ||||||||
| 5221 Paradise Drive | Corte Madera | CA | 94925 | None | PC | General Support | $1,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | PC | General Support | $5,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | PC | General Support | $5,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | moab | UT | 84532 | None | PC | General Support | $5,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | moab | UT | 84532 | None | PC | General Support | $5,000 | |
| Natural Resources Defense Council Inc | ||||||||
| 40 West 20th Street | New York | NY | 10011 | None | PC | General Support | $2,000 | |
| Natural Resources Defense Council Inc | ||||||||
| 40 West 20th Street | New York | NY | 10011 | None | PC | General Support | $5,000 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $838 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $1,131 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $1,131 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | PC | General Support | $1,131 | |
| North Bay Children's Center | ||||||||
| 932 C Street | Novato | CA | 94949 | None | PC | General Support | $1,000 | |
| North Valley Animal Disaster Group | ||||||||
| PO Box 441 | Chico | CA | 95927 | None | PC | Camp Fire Relief Work | $1,000 | |
| North Valley Community Foundation | ||||||||
| 240 Main Street Suite 260 | Chico | CA | 95928 | None | PC | Camp Fire Relief Work | $1,055 | |
| Northern Sierra Partnership | ||||||||
| 564A Santa Rita Avenue | Palo Alto | CA | 94301 | None | PC | General Support | $1,000 | |
| OPAL Community Land Trust | ||||||||
| 286 Enchanted Forest Road | Eastsound | WA | 98245 | None | PC | General Support | $2,000 | |
| OPAL Community Land Trust | ||||||||
| 286 Enchanted Forest Road | Eastsound | WA | 98245 | None | PC | General Support | $5,000 | |
| Pacific Forest Trust Inc | ||||||||
| 1001-A OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $2,000 | |
| Pacific Forest Trust Inc | ||||||||
| 1001-A OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $5,000 | |
| Peoria Historical Society | ||||||||
| 611 SW Washington Street | Peoria | IL | 61602 | None | PC | General Support | $10,000 | |
| Pesticide Action Network | ||||||||
| 2029 University Avenue Suite 200 | Berkeley | CA | 94704 | None | PC | General Support | $1,000 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94540 | None | PC | Marin County Youth Educator | $10,000 | |
| Planned Parenthood Northern California | ||||||||
| 2185 Pacheco Street | Concord | CA | 94540 | None | PC | General Support | $500 | |
| Point Blue Conservation Science | ||||||||
| 3820 Cypress Drive Suite 11 | Petaluma | CA | 94954 | None | PC | General Support | $1,000 | |
| Point Blue Conservation Science | ||||||||
| 3820 Cypress Drive Suite 11 | Petaluma | CA | 94954 | None | PC | General Support | $2,000 | |
| Point Blue Conservation Science | ||||||||
| 3820 Cypress Drive Suite 11 | Petaluma | CA | 94954 | None | PC | General Support | $2,000 | |
| Portola Valley School Foundation | ||||||||
| 4575 Alpine Road | Portola Valley | CA | 94028 | None | PC | General Support | $5,400 | |
| Rainforest Action Network | ||||||||
| 425 Bush Street Suite 300 | San Francisco | CA | 94108 | None | PC | General Support | $1,000 | |
| Rainforest Action Network | ||||||||
| 425 Bush Street Suite 300 | San Francisco | CA | 94108 | None | PC | General Support | $2,000 | |
| Rainforest Action Network | ||||||||
| 425 Bush Street Suite 300 | San Francisco | CA | 94108 | None | PC | General Support | $2,000 | |
| Red Oak Camp | ||||||||
| 9057 Kirtland Chardon Road | Kirtland | OH | 44094 | None | PC | IHO Winnie Jones Nordell | $10,000 | |
| Resource Renewal Institute | ||||||||
| 187 East Blithedale Avenue | Mill Valley | CA | 94941 | None | PC | General Support | $3,000 | |
| Resource Renewal Institute | ||||||||
| 187 East Blithedale Avenue | Mill Valley | CA | 94941 | None | PC | General Support | $5,000 | |
| Robert Mondavi Institute | ||||||||
| 1023 Sensory Building 392 Old Davis | Davis | CA | 95616 | None | PC | Honey & Pollination Center | $50,000 | Road |
| Robert Mondavi Institute | ||||||||
| 1023 Sensory Building 392 Old Davis | Davis | CA | 95616 | None | PC | Honey & Pollination Center | $50,000 | Road |
| San Francisco Ballet Association | ||||||||
| 455 Franklin Street 3rd Floor | San Francisco | CA | 94102 | None | PC | General Support | $2,500 | |
| San Francisco Botanical Garden Society | ||||||||
| at Strybing Arboretum Golden Gate | San Francisco | CA | 94122 | None | PC | General Support | $2,500 | Park 1199 9th Avenue |
| San Francisco Conservatory of Music | ||||||||
| 50 Oak Street | San Francisco | CA | 94102 | None | PC | General Support | $1,500 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | General Support | $2,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | None | PC | General Support | $2,000 | |
| San Francisco Opera Association | ||||||||
| 301 Van Ness | San Francisco | CA | 94102 | None | PC | General Support - IMO Hiro & Betty Ogawa | $1,000 | |
| San Francisco Opera Association | ||||||||
| 301 Van Ness | San Francisco | CA | 94102 | None | PC | Ann & Gordon Getty Matching Grant | $1,500 | |
| San Francisco Opera Association | ||||||||
| 301 Van Ness | San Francisco | CA | 94102 | None | PC | General Support | $9,000 | |
| San Francisco Symphony | ||||||||
| 201 Van Ness Avenue | San Francisco | CA | 94102 | None | PC | General Support | $3,000 | |
| San Francisco Symphony | ||||||||
| 201 Van Ness Avenue | San Francisco | CA | 94102 | None | PC | General Support | $15,000 | |
| San Juan Preservation Trust | ||||||||
| PO Box 759 | Friday Harbor | WA | 98250 | None | PC | General Support | $1,000 | |
| SF-Marin Food Bank | ||||||||
| 75 Digital Drive | Novato | CA | 94949 | None | PC | General Support | $1,000 | |
| SF-Marin Food Bank | ||||||||
| 75 Digital Drive | Novato | CA | 94949 | None | PC | General Support | $1,000 | |
| SheCan | ||||||||
| PO Box 876 | Mill Valley | CA | 94942 | None | PC | General Support | $1,000 | |
| SheCan | ||||||||
| PO Box 876 | Mill Valley | CA | 94942 | None | PC | General Support | $1,000 | |
| SheCan | ||||||||
| PO Box 876 | Mill Valley | CA | 94942 | None | PC | General Support | $2,000 | |
| Sierra Club Foundation | ||||||||
| 2101 Webster Street Suite 1250 | Oakland | CA | 94612 | None | PC | San Francisco Bay Area Chapter | $250 | |
| Squaw Valley Community of Writers | ||||||||
| PO Box 1416 | Nevada City | CA | 95959 | None | PC | General Support | $1,000 | |
| Sun Valley Center for the Arts | ||||||||
| PO Box 656 | Sun Valley | ID | 83353 | None | PC | Support "Big Idea" | $5,000 | |
| Sun Valley Community School | ||||||||
| POBox 2118 | Sun Valley | ID | 83353 | None | PC | Auction Paddle Up | $1,000 | |
| Sun Valley Community School | ||||||||
| POBox 2118 | Sun Valley | ID | 83353 | None | PC | Annual Fund | $1,000 | |
| Sun Valley Community School | ||||||||
| POBox 2118 | Sun Valley | ID | 83353 | None | PC | General Support | $2,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Local Food Alliance | $1,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Local Food Alliance | $1,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Local Food Alliance | $2,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Edible Schoolyard Academy 2018 | $3,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Development Consultation | $5,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Community Food System Strategic Plan | $5,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Development Consultation | $5,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $20,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $20,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | PC | Support Local Food Alliance | $20,000 | |
| The Center for Food Safety | ||||||||
| 303 Sacramento St 2nd Floor | San Francisco | CA | 94111 | None | PC | General Support | $2,000 | |
| The Center for Food Safety | ||||||||
| 303 Sacramento St 2nd Floor | San Francisco | CA | 94111 | None | PC | General Support | $2,000 | |
| The Conversation US | ||||||||
| 89 South Street Suite 202 | Boston | MA | 02111 | None | PC | General Support | $500 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | Special Grants | $1,500 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $1,500 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | Moab Events | $3,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $5,500 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | General Support | $5,500 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | PC | Support Begouen Fund | $9,000 | |
| The MAVEN Project | ||||||||
| PO Box 156781 | San Francisco | CA | 94115 | None | PC | General Support | $1,000 | |
| The MAVEN Project | ||||||||
| PO Box 156781 | San Francisco | CA | 94115 | None | PC | General Support | $1,000 | |
| The Milo Foundation | ||||||||
| PO Box 6625 | Albany | CA | 94706 | None | PC | Starlyght's Dream Milo Horse Fund | $1,000 | |
| The Milo Foundation | ||||||||
| PO Box 6625 | Albany | CA | 94706 | None | PC | Starlyght's Dream Milo Horse Fund | $1,000 | |
| The Milo Foundation | ||||||||
| PO Box 6625 | Albany | CA | 94706 | None | PC | General Support | $1,000 | |
| The Nature Conservancy | ||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | None | PC | General Support | $2,000 | |
| The Nature Conservancy | ||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | None | PC | General Support | $2,500 | |
| The Nature Conservancy | ||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | None | PC | General Support | $5,000 | |
| The Perennial Farming Initiative | ||||||||
| 59 Ninth Street | San Francisco | CA | 94103 | None | PC | Soil Strategies Project | $3,000 | |
| The Sage School | ||||||||
| PO Box 30 | Hailey | ID | 83333 | None | PC | General Support | $1,000 | |
| The Sage School | ||||||||
| PO Box 30 | Hailey | ID | 83333 | None | PC | The Feast Matching Grant | $2,500 | |
| The Sage School | ||||||||
| PO Box 30 | Hailey | ID | 83333 | None | PC | Annual Fund | $2,500 | |
| The Spot Sun Valley | ||||||||
| PO Box 4227 | Ketchum | ID | 83340 | None | PC | General Support | $1,000 | |
| The Stone Age Institute | ||||||||
| POBox 5097 | Bloomington | IN | 47407 | None | PC | General Support | $3,000 | |
| The Stone Age Institute | ||||||||
| POBox 5097 | Bloomington | IN | 47407 | None | PC | General Support | $5,000 | |
| The Stone Age Institute | ||||||||
| POBox 5097 | Bloomington | IN | 47407 | None | PC | General Support | $5,000 | |
| The Stone Age Institute | ||||||||
| POBox 5097 | Bloomington | IN | 47407 | None | PC | General Support | $10,000 | |
| The Studio Potter | ||||||||
| PO Box 1365 | Northampton | MA | 01061 | None | PC | General Support | $1,000 | |
| Tools for Peace | ||||||||
| 75 S Grand Avenue Suite 217 | Pasadena | CA | 91105 | None | PC | General Support | $1,000 | |
| Tools for Peace | ||||||||
| 75 S Grand Avenue Suite 217 | Pasadena | CA | 91105 | None | PC | General Support | $3,100 | |
| Tools for Peace | ||||||||
| 75 S Grand Avenue Suite 217 | Pasadena | CA | 91105 | None | PC | General Support | $3,100 | |
| Trees for the Future Inc | ||||||||
| 1400 Spring Street Suite 150 | Silver Spring | MD | 20910 | None | PC | General Support | $250 | |
| Trees for the Future Inc | ||||||||
| 1400 Spring Street Suite 150 | Silver Spring | MD | 20910 | None | PC | General Support | $2,000 | |
| Trust for Public Land | ||||||||
| 101 Montgomery Street Suite 900 | San Francisco | CA | 94104 | None | PC | Support Canal Community Garden | $500 | |
| Trustees of Columbia University | ||||||||
| International Affairs Building 9th | New York | NY | 10027 | None | PC | Weatherhead East Asian Institute | $2,500 | Floor 420 West 118th Street |
| Trustees of Columbia University | ||||||||
| International Affairs Building 9th | New York | NY | 10027 | None | PC | Weatherhead East Asian Institute | $25,000 | Floor 420 West 118th Street |
| Trustees of Tufts College | ||||||||
| PO Box 3306 | Boston | MA | 02241 | None | PC | Fletcher School of Law | $2,500 | |
| Trustees of Tufts College | ||||||||
| PO Box 3306 | Boston | MA | 02241 | None | PC | Fletcher School of Law | $5,000 | |
| Turtle Island Restoration Network | ||||||||
| PO Box 370 | Forest Knolls | CA | 94933 | None | PC | General Support | $1,000 | |
| Turtle Island Restoration Network | ||||||||
| PO Box 370 | Forest Knolls | CA | 94933 | None | PC | Tocaloma Floodplain & Riparian Restoration Project | $2,000 | |
| United Breast Cancer Foundation | ||||||||
| PO Box 2421 | Huntington | NY | 11743 | None | PC | General Support | $1,000 | |
| Walnut Hills High School Alumni Fdn | ||||||||
| 3250 Victory Parkway | Cincinnati | OH | 45207 | None | PC | General Support | $1,000 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $3,500 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,722 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,725 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Maintenance of Long House | $4,725 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Endowment for Long House | $25,000 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | Endowment for Long House | $25,000 | |
| Wildcare | ||||||||
| 76 Albert Park Lane | San Rafael | CA | 94901 | None | PC | General Support | $1,000 | |
| Wildcare | ||||||||
| 76 Albert Park Lane | San Rafael | CA | 94901 | None | PC | General Support | $1,000 | |
| Wildcare | ||||||||
| 76 Albert Park Lane | San Rafael | CA | 94901 | None | PC | Hungry Owl Project | $1,000 | |
| Wildcare | ||||||||
| 76 Albert Park Lane | San Rafael | CA | 94901 | None | PC | General Support | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Elephant Crisis Fund | $1,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Elephant Crisis Fund | $1,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | General Support | $1,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | General Support | $2,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Program Support | $4,000 | |
| Wildlife Conservation Network | ||||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Elephant Crisis Fund | $5,000 | |
| Wood River Community Young Men's Christian Association | ||||||||
| PO Box 6801 | Ketchum | ID | 83340 | None | PC | 2018 Strong Kids Campaign | $1,000 | |
| Wood River Women's Charitable Foundation | ||||||||
| PO Box 3686 | Ketchum | ID | 83340 | None | PC | Membership Dues | $1,100 | |
| World Wildlife Fund Inc | ||||||||
| 1250 24th Street NW | Washington | DC | 20037 | None | PC | General Support | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $895,830 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,120 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $754,522 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $848,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $848,526 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and auditing | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation for ln 1a(4) | IdentifierTxt |
| Form And Line Reference | Form 990-PF Part VII-B | FormAndLineReferenceDesc |
| Medium Explanation | Harald Leventhal and Benita Kline serve as officers of the Foundation. They do not receive any compensation for the management and administrative services they provide. They are also the owners and officers of Leventhal Kline Management Inc. company that provides investment management services for the Foundation. Total fees paid for the investment services totaled $112,000 in 2018. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Beartooth Capital II | FMV | $20,152 | $20,152 |
| Credit Suisse Commodity RTRN Strat Instl FD | FMV | $326,196 | $326,196 |
| Ecosystem Investment Partnership II LP | FMV | $46,150 | $46,150 |
| Global Fixed Income Fund 2013 | FMV | $4,768,821 | $4,768,821 |
| Global Public Equity Fund 2013 | FMV | $3,679,765 | $3,679,765 |
| John Hancock Global Absol Return Strat FD CL I | FMV | $488,623 | $488,623 |
| Lyme Forest Fund III TE, LP | FMV | $34,587 | $34,587 |
| MEARF | FMV | $252 | $252 |
| Pimco All Asset All Auth Fund Instl Cl | FMV | $661,964 | $661,964 |
| Rebeco Boston Partners Long/Short Equity Instl | FMV | $619,692 | $619,692 |
| Sonen Global Multi Strategy Fund | FMV | $554,937 | $554,937 |
| Sonen Global Sustainable Real Assets Fund | FMV | $501,702 | $501,702 |
| Springcreek Hedge Fund II, L.P. | FMV | $16,111 | $16,111 |
| Springcreek Priv. Equity FOF 2007, L.P. | FMV | $282,263 | $282,263 |
| Springcreek Private Equity Fund | FMV | $111,447 | $111,447 |
| Springcreek Venture I, L.P. | FMV | $268,258 | $268,258 |
| Springcreek Venture IV, L.P. | FMV | $356,315 | $356,315 |
| WHC Venture 2009-1 (Greylock Ptrs XII) | FMV | $772,805 | $772,805 |
| WHC Venture 2013 LP | FMV | $910,151 | $910,151 |
| WHC Venture 2016 LP | FMV | $245,997 | $245,997 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program related investments | Desc |
| BOY Book Value | $104,583 | BOYBookValueAmt |
| EOY Book Value | $105,569 | EOYBookValueAmt |
| EOYFMV | $105,569 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized losses on investments | Desc |
| Amt | $834,820 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous expenses | Desc |
| Revenue And Expenses Per Books | $4,862 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,862 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| Dividends and interest from partnerships per K-1s | $225,028 |
| Capital Gains from partnerships per K-1s | $591,636 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Other professional services | $112,900 | $28,000 | $0 | $56,900 |
| Other investment expense | $62,283 | $159,125 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax on investment income | CategoryTxt |
| Amt | $16,502 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |