QUEST FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- QUEST FOUNDATION (EIN 20-1844715)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201933169349101603
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T13:12:23-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | 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 | 201844715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUEST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | QUES | BusinessNameControlTxt |
| Phone | 9257431925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK JERNSTEDT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9257431925 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.205.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 22:40:08 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1BF88008A19D766D41DA0E3F00E89E8C5C027F9E | 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 | $93,787,314 | 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 | $2,198,890 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $195,244 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $190,958 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,031,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,995,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,060,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,164,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,100,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,486,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,286,700 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $205,984 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,598 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,386 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $20,442 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $23,439 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,014 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,507 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,774 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $396,661 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $396,661 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $136,122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,205 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $50,093 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,009 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,410 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,659 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,331 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,067 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,689 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $886,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $474,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $249,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,917,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,884,051 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,803,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $474,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,133,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,683,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,811,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $526,779 | CashBOYAmt |
| Cash EOY | $662,605 | CashEOYAmt |
| Cash EOYFMV | $662,605 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,255,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,473,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,473,067 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $93,625 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $92,356 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $93,625 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $93,625 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $37,190,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,065,710 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,065,710 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,471,874 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $31,561,197 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,561,197 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $41,276,405 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,836,104 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,836,104 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $270,998 | OtherAssetsBOYAmt |
| Other Assets EOY | $95,006 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $95,006 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $102,084,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,787,314 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $93,787,314 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $87,062 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $258,315 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,881,270 | GrantsPayableBOYAmt |
| Grants Payable EOY | $914,248 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $341,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $157,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,309,332 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,329,563 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $99,774,939 | UnrestrictedBOYAmt |
| Unrestricted EOY | $92,457,751 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,774,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,457,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,084,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $93,787,314 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,774,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,683,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $184,000 | OtherIncreasesAmt |
| Subtotal | $101,641,974 | SubtotalAmt |
| Other Decreases | $9,184,223 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $92,457,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BERNSTEIN | P | $2,325,551 | $1,889,462 | $436,089 | $436,089 |
| BROWN BROTHERS HARRIMAN | P | $559,306 | $298,659 | $260,647 | $260,647 |
| DODGE & COX | P | $4,225,918 | $2,124,350 | $2,101,568 | $2,101,568 |
| JP MORGAN | P | $12,306,979 | $11,562,247 | $744,732 | $744,732 |
| MORGAN STANLEY | P | $1,927,771 | $1,460,372 | $467,399 | $467,399 |
| CHARLES SCHWAB | P | $8,384,293 | $7,728,463 | $655,830 | $655,830 |
| CAPITAL GAINS DIVIDENDS | P | $434,438 | $434,438 | $434,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,100,703 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,528,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $97,120,381 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056925 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,270,380 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,505,610 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057596 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,592,482 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $93,157,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049298 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,282,786 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $92,310,900 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046395 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,068,829 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $88,202,769 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046130 | DistributionYr5Rt |
| Total Distribution | 0.256344 | TotalDistributionRt |
| Average Distribution | 0.051269 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $98,647,284 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,057,548 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $68,117 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,125,665 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,133,090 | 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 | $68,117 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,117 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127,798 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $157,798 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $89,681 | OverpaymentAmt |
| Applied To ES Tax | $89,681 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEREK JERNSTEDT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9257431925 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DEREK JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | EXECUTIVE DIRECTOR | 32.00 | $181,067 | $0 | $0 |
| MYLA LARA | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | FOUNDATION MANAGER | 9.00 | $23,439 | $0 | $0 |
| JACI JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | ASST FNDN MNGR | 15.00 | $24,918 | $0 | $0 |
| JENNIFER JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | ASST SEC/AUD COMM | 2.00 | $0 | $0 | $0 |
| DOROTHY JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| RICHARD BECHER | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | CFO/DIRECTOR | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $97,584,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,565,379 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,149,527 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,149,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,502,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,647,284 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,932,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,932,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,117 | TotalTaxAmt |
| Distributable Before Adj | $4,864,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,864,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,864,247 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,133,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,133,090 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $68,117 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,064,973 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,864,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,707,957 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,133,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,707,957 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,425,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $439,114 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOROTHY JERNSTEDT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (171 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACE CHARTER SCHOOL | ||||||||
| 1100 SHASTA AVENUE 250 | SAN JOSE | CA | 25126 | NONE | PC | COLLEGE READINESS PROGRAM FOR FIRST-GENERATION STUDENTS | $50,000 | |
| ACORN WOODLAND ELEMENTARY | ||||||||
| 1025 81ST AVENUE | OAKLAND | CA | 94621 | NONE | PC | FOR OPERATIONAL SUPPORT | $26,381 | |
| AIM HIGH FOR HIGH SCHOOL | ||||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | NONE | PC | AIM HIGH SUMMER LEARNING PROGRAM | $80,000 | |
| ALAMEDA EDUCATION FOUNDATION | ||||||||
| PO BOX 1363 | ALAMEDA | CA | 94501 | NONE | PC | ALAMEDA EDUCATION FOUNDATION MIDDLE SCHOOL SPORTS PROGRAM | $6,413 | |
| ALTERNATIVES IN ACTION | ||||||||
| 3666 GRAND AVE SUITE A | OAKLAND | CA | 94610 | NONE | PC | FOR OPERATIONAL SUPPORT | $16,390 | |
| AMERICA SCORES BAY AREA | ||||||||
| 1610 HARRISON STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | AMERICA SCORES BAY AREA | $25,000 | |
| ASANTE AFRICA FOUNDATION | ||||||||
| 337 17TH ST SUITE 217 | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| ASPIRE EDUCATION PROJECT | ||||||||
| 1721 BROADWAY SUITE 201 | OAKLAND | CA | 94612 | NONE | PC | COMMUNITY READING BUDDIES 2018 | $17,480 | |
| ASSISTANCE LEAGUE OF DIABLO VALLEY | ||||||||
| 2711 BUENA VISTA AVENUE | WALNUT CREEK | CA | 94597 | NONE | PC | OPERATION SCHOOL BELL | $25,000 | |
| ASSISTANCE LEAGUE OF EUGENE | ||||||||
| 1149 WILLAMETTE STREET | EUGENE | OR | 97401 | NONE | PC | FOR OPERATIONAL SUPPORT | $24,000 | |
| ASSISTANCE LEAGUE OF OMAHA | ||||||||
| 3569 LEAVENWORTH | OMAHA | NE | 68105 | NONE | PC | OPERATION SCHOOL BELL | $25,000 | |
| AURUM PREPARATORY ACADEMY | ||||||||
| 1034 66TH AVENUE | OAKLAND | CA | 94621 | NONE | PC | START UP ASSISTANCE | $10,000 | |
| BAY AREA COMMUNITY RESOURCES | ||||||||
| 3219 PIERCE ST | RICHMOND | CA | 94804 | NONE | PC | FOR OPERATIONAL SUPPORT | $80,500 | |
| BAY AREA WOMEN'S SPORTS INITIATIVE | ||||||||
| 1922 THE ALAMEDA SUITE 420 | SAN JOSE | CA | 95126 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| BAYVIEW HUNTERS POINT YMCA | ||||||||
| 1601 LANE STREET | SAN FRANCISCO | CA | 94124 | NONE | PC | FOR OPERATIONAL SUPPORT | $36,800 | |
| BERKELEY MUSIC GROUP | ||||||||
| 2036 UNIVERSITY AVE | BERKELEY | CA | 94704 | NONE | PC | CONCERT CAREER PATHWAYS PROGRAM | $17,500 | |
| BIG BROTHER BIG SISTER BAY AREA | ||||||||
| 649 MISSION STREET 5TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 | |
| BIG SKY YOUTH EMPOWERMENT | ||||||||
| PO BOX 6757 | BOZEMAN | MT | 59771 | NONE | PC | BIG SKY YOUTH EMPOWERMENT - ADVENTURE BASED GROUP MENTORING PROGRAM | $55,924 | |
| BLUEPRINT SCHOOLS NETWORK | ||||||||
| 308 CONGRESS STREET 5TH FLOOR | BOSTON | MA | 02210 | NONE | PC | BLUEPRINT MATH FELLOWS PROGRAM | $18,375 | |
| BOYS & GIRLS CLUB OF PORTLAND MET | ||||||||
| 8203 SE 7TH AVE SUITE 100 | PORTLAND | OR | 97202 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL SONOMA COUNTY | ||||||||
| 117 PAUL DR SUITE B | SAN RAFAEL | CA | 94903 | NONE | PC | SUMMER CAMP DISCOVERY | $75,000 | |
| BOYS & GIRLS CLUBS OF NAPA VALLEY | ||||||||
| 1515 PUEBLO AVENUE | NAPA | CA | 94558 | NONE | PC | FOR OPERATIONAL SUPPORT | $29,000 | |
| BOYS & GIRLS CLUBS OF SONOMA VALLEY | ||||||||
| 100 WEST VERANO AVE | SONOMA | CA | 95476 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PC | BREAKTHROUGH SILICON VALLEY | $50,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DRIVE GOLDEN | SAN FRANCISCO | CA | 94118 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | GATE PARK |
| CAMP PHOENIX | ||||||||
| 39931 PARADA STREET B | NEWARK | CA | 94560 | NONE | PC | CAMP PHOENIX QUEST SCHOLARS | $25,000 | |
| CANTARE CON VIVO | ||||||||
| 1611 TELEGRAPH AVE SUITE 801 | OAKLAND | CA | 94612 | NONE | PC | CANTARE YOUTH CHOIRS | $25,000 | |
| CASA OF SAN MATEO COUNTY | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 139 | REDWOOD CITY | CA | 94065 | NONE | PC | GENERAL SUPPORT | $29,000 | |
| CENTER FOR EARLY INTERVENTION ON DEAFNESS | ||||||||
| 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | PC | CEID SUMMER OF INCLUSION -- 2018 CEID SUMMER PROGRAM | $50,000 | |
| CHALLENGE DAY | ||||||||
| 2520 STANWELL DRIVE SUITE 160 | CONCORD | CA | 94520 | NONE | PC | FOR OPERATIONAL SUPPORT | $62,021 | |
| CHAPTER 510 INK | ||||||||
| 2301 TELEGRAPH AVENUE | OAKLAND | CA | 94612 | NONE | PC | CHAPTER 510'S EPIC JOURNEY - THE FIRST STEPS | $19,975 | |
| CHARTWELL SCHOOL | ||||||||
| 2511 NUMA WATSON ROAD | SEASIDE | CA | 93955 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| CHILD ADVOCATES OF SILICON VALLEY INC | ||||||||
| 509 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | VOLUNTEER RECRUITMENT EXPANSION PROGRAM TO SUPPORT FOSTER YOUTH | $50,000 | |
| CHILDHAVEN | ||||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | NONE | PC | CHILDHOOD TRAUMA TREATMENT - THERAPEUTIC EARLY LEARNING | $30,000 | |
| CHILDREN'S CENTER | ||||||||
| 1713 PENN LANE | OREGON CITY | OR | 97045 | NONE | PC | SUPPORTING HEALTHY OUTCOMES FOR ABUSED AND NEGLECTED CHILDREN | $50,000 | |
| CHILDREN'S HOME AID | ||||||||
| 125 S WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | NONE | PC | CHILDRENS HOME & AID LITERACY PROGRAM | $35,000 | |
| COLLEGE IS REAL INC | ||||||||
| 500 HARTZ AVE SUITE 200 | DANVILLE | CA | 94526 | NONE | PC | COLLEGE IS REAL, INC. | $35,000 | |
| COLLEGE SUMMIT | ||||||||
| 703 MARKET ST SUITE 1201 | SAN FRANCISCO | CA | 94103 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| COLLEGE TRACK | ||||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | NONE | PC | RELATIONSHIP-BASED COLLEGE COMPLETION SUPPORT 2018-2019 | $110,381 | |
| COLLEGESPRING | ||||||||
| 145 NATOMA STREET FLOOR 3 | SAN FRANCISCO | CA | 94105 | NONE | PC | COLLEGESPRING BAY AREA | $45,000 | |
| COMMUNITY ARTS FOUNDATION | ||||||||
| 1666 N MAIN STREET | WALNUT CREEK | CA | 94596 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| COMMUNITY SCHOOL FOR CREATIVE ED | ||||||||
| 2111 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| COURT APPOINTED SPECIAL ADVOCATES CASA INC | ||||||||
| 2151 SALVIO ST SUITE 295 | WALNUT CREEK | CA | 94520 | NONE | PC | THIRD YEAR EXPANSION OF CASA PROGRAM IN CONTRA COSTA COUNTY | $43,800 | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| 1325 N WESTERN AVENUE | LOS ANGELES | CA | 90027 | NONE | PC | FOR OPERATIONAL SUPPORT | $60,000 | |
| CRISTO REY DE LA SALLE EAST BAY HS | ||||||||
| 1530 34TH AVENUE | OAKLAND | CA | 94601 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| CRISTO REY SAN JOSE | ||||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | PC | CRISTO REY SAN JOS (CRSJ) CHROMEBOOKS | $42,305 | |
| DE LASALLE NORTH CATHOLIC HIGH SCHOOL | ||||||||
| 7528 NORTH FENWICK AVENUE | PORTLAND | OR | 97217 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| DE MARILLAC ACADEMY | ||||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | DE MARILLAC ACADEMY | $30,000 | |
| DIABLO BALLET | ||||||||
| PO BOX 4700 | WALNUT CREEK | CA | 94596 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| DISCOVERY COUNSELING CENTER | ||||||||
| 115A TOWN COUNTRY DRIVE | DANVILLE | CA | 94526 | NONE | PC | PROJECT EMPOWHER AND GUY'D TO GREATNESS: ANTI-BULLYING PROGRAMS | $50,000 | |
| DOWN SYNDROME CONNECTION OF THE BAY AREA | ||||||||
| 101-J TOWN COUNTRY DR | DANVILLE | CA | 94526 | NONE | PC | EDUCATION PROGRAMS | $150,000 | |
| EAST BAY ASIAN YOUTH CENTER | ||||||||
| 2025 EAST 12TH STREET | OAKLAND | CA | 94606 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| EAST BAY CHILDREN'S LAW OFFICES | ||||||||
| 7700 EDGEWATER DRIVE SUITE 210 | OAKLAND | CA | 94621 | NONE | PC | EDUCATION ADVOCACY PROJECT (EAP) | $15,000 | |
| EAST BAY COLLEGE FUND | ||||||||
| 2030 FRANKLIN STREET SUITE 210 | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| EL SISTEMA USASALINAS | ||||||||
| 820 PARK ROW 672 | SALINAS | CA | 93901 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| ELEVATE OREGON | ||||||||
| 4916 NE 122ND AVE | PORTLAND | OR | 97230 | NONE | PC | DEEPENING RELATIONSHIPS, CREATING EXPERTISE, PREPARING REPLICATION NEXT STEPS | $50,000 | |
| EMERALD KIDSPORTS | ||||||||
| 2190 POLK STRRET | EUGENE | OR | 97403 | NONE | PC | ALL KIDS PLAY: CREATING A LEVEL PLAYING FIELD | $22,700 | |
| FAMILY SUPPORT SERVICES | ||||||||
| 401 GRAND AVENUE SUITE 500 | OAKLAND | CA | 94610 | NONE | PC | KINSHIP SUPPORT SERVICES PROGRAM | $48,130 | |
| FIRST GRADUATE | ||||||||
| 3130 20TH ST SUITE 275 | SAN FRANCISCO | CA | 94110 | NONE | PC | SENIOR MANAGER, COLLAGE ACCESS, AND CAREER READINESS | $55,000 | |
| FIT KIDS FOUNDATION | ||||||||
| 2682 MIDDLEFIELD ROAD UNIT P | REDWOOD CITY | CA | 94063 | NONE | PC | FIT KIDS PROGRAMS AT OUR INNOVATION SITES | $30,000 | |
| FOREST HOME MINISTRIES | ||||||||
| 40000 VALLEY OF THE FALLS DR | FOREST FALLS | CA | 92339 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 | |
| FRESH LIFELINES FOR YOUTH (FLY) | ||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | FLY LAW + LEADERSHIP STAFFING | $66,000 | |
| FRIENDS OF THE CHILDREN - PORTLAND | ||||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | NONE | PC | FRIENDS OF THE CHILDRENS K-5 YOUTH | $135,000 | |
| FRIENDS OF THE CHILDREN - SF BAY AREA | ||||||||
| 111 QUINT | SAN FRANCISCO | CA | 94124 | NONE | PC | FOR OPERATIONAL SUPPORT | $86,000 | |
| FRIENDS OF THE CHILDREN NY | ||||||||
| 204A WEST 115TH STREET | NEW YORK | NY | 10026 | NONE | PC | FOR OPERATIONAL SUPPORT | $52,500 | |
| GENESYS WORKS - BAY AREA | ||||||||
| 101 SECOND STREET SUITE 500 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER | ||||||||
| PO BOX 4855 | PETALUMA | CA | 94955 | NONE | PC | YOUTH SCHOLARSHIP FUNDING 2018 | $25,000 | |
| GIRLVENTURES | ||||||||
| 3543 18TH STREET SUITE 18 | SAN FRANCISCO | CA | 94110 | NONE | PC | GIRLVENTURES OUTDOOR LEADERSHIP AND YOUTH DEVELOPMENT PROGRAMS | $40,000 | |
| GLOBAL GLIMPSE | ||||||||
| 101 BROADWAY SUITE 301 | OAKLAND | CA | 94607 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| GUITARS OVER GUNS ORGANIZATION INC | ||||||||
| 169 EAST FLAGLER ROAD SUITE 1134 | MIAMI | FL | 33131 | NONE | PC | FOR OPERATIONAL SUPPORT | $55,000 | |
| HANNA BOYS CENTER | ||||||||
| 17000 ARNOLD DRIVE PO BOX 100 | SONOMA | CA | 95476 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 | |
| HEALTHY MOVES | ||||||||
| 115 W 8TH AVENUE SUITE 216 | EUGENE | OR | 97401 | NONE | PC | FOR OPERATIONAL SUPPORT | $5,000 | |
| HOPE CENTER FOR KIDS | ||||||||
| 2200 NORTH 20TH STREET | OMAHA | NE | 68110 | NONE | PC | THE HOPE EMPLOYMENT AND LEARNING ACADEMIES | $30,000 | |
| HUCKLEBERRY YOUTH PROGRAMS | ||||||||
| 3310 GEARY BLVD | SAN FRANCISCO | CA | 94118 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| JUMA VENTURES | ||||||||
| 131 STEUART STREET SUITE 201 | SAN FRANCISCO | CA | 94105 | NONE | PC | JUMA: PATHWAYS TO ADVANCEMENT | $40,000 | |
| JUMPSTART | ||||||||
| 65 BATTERY STREET 2ND FLOOR | SAN FRANCISCO | CA | 94111 | NONE | PC | TART NORTHERN CALIFORNIA | $30,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CA | ||||||||
| 3003 OAK ROAD STE 109 | WALNUT CREEK | CA | 94597 | NONE | PC | FOR OPERATIONAL SUPPORT | $28,175 | |
| KATE'S CLUB | ||||||||
| 1330 WEST PEACHTREE STREET NW SUITE | ATLANTA | GA | 30309 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 | 520 |
| KIDS' COUNTRY | ||||||||
| 120A TOWN COUNTRY DR | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| KIPP BAY AREA SCHOOLS | ||||||||
| 1404 FRANKLIN STREET 500 | OAKLAND | CA | 94612 | NONE | PC | KIPP THROUGH COLLEGE | $75,000 | |
| LA ESCUELITA | ||||||||
| 1050 2ND AVENUE | OAKLAND | CA | 94606 | NONE | PC | FOR OPERATIONAL SUPPORT | $11,172 | |
| LEAP ARTS IN EDUCATION | ||||||||
| 2601 MISSION STREET SUITE 603 | SAN FRANCISCO | CA | 94110 | NONE | PC | ARTIST-IN-RESIDENCE PROGRAM | $10,000 | |
| LEAP THERAPEUTIC WILDERNESS ADVENTURES | ||||||||
| 806 SW BROADWAY SUITE 300 | PORTLAND | OR | 97205 | NONE | PC | YOUTH WILDERNESS THERAPY PROGRAMS SCHOLARSHIPS | $20,000 | |
| LIGHTHOUSE COMMUNITY CHARTER SCHOOL | ||||||||
| 444 HEGENBERGER RD | OAKLAND | CA | 94621 | NONE | PC | LITERACY LIGHTS THE WAY 2018-19 | $160,000 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | ZOO EXPLORERS | $80,664 | |
| LIVING YOGA | ||||||||
| 5100 SW MACADAM SUITE 360 | PORTLAND | OR | 97239 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| MADISON PARK ACADEMY - PRIMARY | ||||||||
| 470 EL PASEO DRIVE | OAKLAND | CA | 94603 | NONE | PC | FOR OPERATIONAL SUPPORT | $14,000 | |
| MCCALLUM THEATRE | ||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 | |
| MENTOR TUTOR CONNECTION | ||||||||
| PO BOX 1473 | LOS ALTOS | CA | 94023 | NONE | PC | INCREASING QUALITY OUTCOMES IN ELEMENTARY SCHOOL TUTORING | $14,500 | |
| MERCY HOUSING | ||||||||
| 1999 BROADWAY SUITE 1000 | DENVER | CO | 80202 | NONE | PC | OUT-OF-SCHOOL TIME AT GRACE APARTMENTS | $31,107 | |
| MINDFUL SCHOOLS | ||||||||
| 1260 45TH STREET SUITE B | EMERYVILLE | CA | 94608 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| MISSION GRADUATES | ||||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | MISSION GRADUATES - COLLEGE ACCESS SUPPORT | $70,750 | |
| MONTALVIN MANOR ELEMENTARY SCHOOL | ||||||||
| 300 CHRISTINE DRIVE | SAN PABLO | CA | 94806 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,900 | |
| MONTALVO ARTS CENTER | ||||||||
| 15400 MONTALVO ROAD | SARATOGA | CA | 95070 | NONE | PC | MONTALVO YOUTH SCHOLARSHIP PROGRAM AND CAPITAL IMPROVEMENT PROJECTS | $25,000 | |
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 939401023 | NONE | PC | AQUARIUM LEARNING EXPERIENCES FOR CALIFORNIA SCHOOLCHILDREN | $40,000 | |
| MT DIABLO UNIFIED SCHOOL DISTRICTCROSSROADS HS | ||||||||
| 2701 WILLOW PASS ROAD | CONCORD | CA | 94519 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 | |
| MUSIC IN SCHOOLS TODAY | ||||||||
| 582 MARKET STREET SUITE 213 | SAN FRANCISCO | CA | 94104 | NONE | PC | MUSIC FIRST! | $15,000 | |
| NATURAL HISTORY MUSEUM OF LOS ANGELES COUNTY | ||||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NONE | PC | SCHOOL AND TEACHER PROGRAMS AT THE NATURAL HISTORY FAMILY OF MUSEUMS | $25,000 | |
| NATUREBRIDGE | ||||||||
| 28 GEARY STREET SUITE 650 | SAN FRANCISCO | CA | 94108 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| NEW DAY FOR CHILDREN | ||||||||
| PO BOX 439 | ALAMO | CA | 94507 | NONE | PC | NEW DAY FOR CHILDREN RESTORATIVE CARE AND EDUCATION | $10,065 | |
| NEW LEADERS | ||||||||
| 505 14TH ST SUITE 250 | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONAL SUPPORT | $125,000 | |
| NORTHWEST ACADEMY | ||||||||
| 1130 SW MAIN STREET | PORTLAND | OR | 59904 | NONE | PC | NORTHWEST ACADEMY SCHOLARSHIP FUND | $65,500 | |
| OAKLAND CHILDREN'S FAIRYLAND INC | ||||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | NONE | PC | SUBSIDIZED FIELD TRIPS FOR CHILDREN | $25,000 | |
| OAKLAND LACROSSE CLUB | ||||||||
| 1970 BROADWAY SUITE 920 | OAKLAND | CA | 94612 | NONE | PC | OAKLAND LACROSSE CLUB MIDDLE SCHOOL TEAM EXPERIENCES | $15,000 | |
| OAKLAND PUBLIC ED FUND - URBAN PROMISE ACADEMY | ||||||||
| PO BOX 21748 | OAKLAND | CA | 94602 | NONE | PC | FOR OPERATIONAL SUPPORT | $91,787 | |
| ONEGOAL | ||||||||
| 180 N WABASH AVE SUITE 800 | CHICAGO | IL | 60601 | NONE | PC | IMPROVING COLLEGE ACCESS & SUCCESS FOR LOW-INCOME STUDENTS OF COLOR IN THE BAY AREA | $25,000 | |
| OPEN MEADOW ALTERNATIVE SCHOOLS | ||||||||
| 7633 N WABASH AVE | PORTLAND | OR | 97217 | NONE | PC | CULTURALLY RESPONSIVE PRACTICES: ADVANCING EQUITY IN EDUCATION | $25,000 | |
| PARENTING NOW | ||||||||
| 86 CENTENNIAL LOOP | EUGENE | OR | 97401 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 | |
| PARKER ELEMENTARY AND MIDDLE SCHOOL | ||||||||
| 7929 NEY AVE | OAKLAND | CA | 94605 | NONE | PC | HELP PARKER STUDENTS PERSONALIZE THEIR LEARNING WITH CHROMEBOOKS | $26,604 | |
| PARTNERS PROGRAM | ||||||||
| 6100 BROADWAY | OAKLAND | CA | 94618 | NONE | PC | THE PARTNERS PROGRAM 2017-2018: SUMMER ACADEMY 2018 | $17,600 | |
| PARTNERSHIP 4 KIDS | ||||||||
| 1004 FARNAM STREET SUITE 200 | OMAHA | NE | 68102 | NONE | PC | P4K UNIVERSITY SUMMER WORKSHIPS 2018 | $17,000 | |
| PEER HEALTH EXCHANGE | ||||||||
| 70 GOLD STREET | SAN FRANCISCO | CA | 94133 | NONE | PC | PEER HEALTH EXCHANGE 2017-2018 | $64,997 | |
| PEOPLE'S MUSIC SCHOOL | ||||||||
| 931 W EASTWOOD AVE | CHICAGO | IL | 60640 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| PLAYWORKS NORTHERN CALIFORNIA | ||||||||
| 650 5TH STREET SUITE 311 | SAN FRANCISCO | CA | 94107 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| RANCHO CIELO | ||||||||
| 710 OLD STAGE RD | SALINAS | CA | 93912 | NONE | PC | RANCHO CIELOS ATHLETIC PROGRAM | $37,667 | |
| REACH FOR THE FUTURE | ||||||||
| PO BOX 30851 | SPOKANE | WA | 99223 | NONE | PC | REACH FOR THE FUTURE! | $20,000 | |
| READING PARTNERS | ||||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | NONE | PC | ONE-ON-ONE LITERACY TUTORING FOR EAST BAY STUDENTS | $200,000 | |
| REDLANDS SYMPHONY ASSOCIATION | ||||||||
| 1200 E COLTON AVE PO BOX 3080 | REDLANDS | CA | 92373 | NONE | PC | FOR OPERATIONAL SUPPORT | $28,953 | |
| REGENTS OF UNIVERSITY OF CACAL PERFORMANCES | ||||||||
| 101 ZELLERBACH HALL | BERKELEY | CA | 94720 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| RHYTHMIX CULTURAL WORKS | ||||||||
| 2513 BLANDING AVENUE | ALAMEDA | CA | 94501 | NONE | PC | PERFORMANCE ART & LEARNING 2018-2019 | $12,157 | |
| RONALD MCDONALD HOUSE CHARITIES OF OMAHA | ||||||||
| 620 S 38TH AVE | OMAHA | NE | 68105 | NONE | PC | FRONT-LINE FOR FAMILIES | $75,000 | |
| ROSES IN CONCRETE COMMUNITY SCHOOL | ||||||||
| 551 STEELE STREET | OAKLAND | CA | 94619 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| SACRED HEART NATIVITY SCHOOL | ||||||||
| 310 EDWARDS AVENUE | SAN JOSE | CA | 95110 | NONE | PC | PREPARING LOW INCOME YOUTH FOR EDUCATIONAL SUCCESS | $60,000 | |
| SAFE AND SOUND (FKA SAN FRANCISCO CHILD ABUSE PREVENTION CENTER) | ||||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | NONE | PC | SAFE & SOUND FAMILY SUPPORT SERVICE NAVIGATORS | $100,000 | |
| SAINT IGNATIUS COLLEGE PREPARATORY | ||||||||
| 915 MATHIS ROAD | GREENWOOD | SC | 29649 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| SALMON CREEK HOSPITAL FOUNDATION | ||||||||
| 2211 NE 139TH ST PO BOX 5245 | VANCOUVER | WA | 98686 | NONE | PC | FOR OPERATIONAL SUPPORT | $18,261 | |
| SAN FRANCISCO CASA | ||||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | CORE ADVOCACY PROGRAM EXPANSION | $25,000 | |
| SANFORD RESEARCHUSD | ||||||||
| 2301 EAST 60TH STREET NORTH | SIOUX FALLS | SD | 57104 | NONE | PC | THE SANFORD PROMISE | $30,000 | |
| SANTA BARBARA EDUCATION FOUNDATION-THE ACADEMY AT DOS PUEBLOS HIGH SCHOOL | ||||||||
| 1330 STATE STREET SUITE 201 | SANTA BARBARA | CA | 93101 | NONE | PC | THE ACADEMY FOR SUCCESS | $25,000 | |
| SENECA FAMILY OF AGENCIES | ||||||||
| 6925 CHABOT ROAD | OAKLAND | CA | 94618 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| SERAPHIC FIRE | ||||||||
| 2153 CORAL WAY SUITE 401 | MIAMI | FL | 33145 | NONE | PC | SERAPHIC FIRE YOUTH INITIATIVE | $15,000 | |
| SHELTER INC OF CONTRA COSTA COUNTY | ||||||||
| 1333 WILLOW PASS RD SUITE 206 | CONCORD | CA | 94520 | NONE | PC | FOR OPERATIONAL SUPPORT | $55,000 | |
| SPARK | ||||||||
| 555 DE HARO STREET SUITE 330 | SAN FRANCISCO | CA | 94107 | NONE | PC | SPARK CAREER EXPLORATION AND SELF-DISCOVERY PROGRAM | $50,000 | |
| SPECIAL OLYMPICS NORTHERN CALIFORNIA AND NEVADA | ||||||||
| 3480 BUSKIRK AVENUE SUITE 340 | PLEASANT HILL | CA | 94523 | NONE | PC | SPECIAL OLYMPICS NORTHERN CALIFORNIA SCHOOL PARTNERSHIP PROGRAM EXPANSION | $40,000 | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | SPRINGBOARD SUMMER | $45,000 | |
| ST ANNE'S | ||||||||
| 155 NORTH OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 90026 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| ST ELIZABETH ELEMENTARY SCHOOL | ||||||||
| 268 WADSWORTH AVE | NEW YORK | NY | 10033 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,000 | |
| ST MARY'S ACADEMY | ||||||||
| 1615 SW FIFTH AVENUE | PORTLAND | OR | 97201 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| STREET SOCCER USA | ||||||||
| 115 E 13TH STREET | NEW YORK | NY | 10003 | NONE | PC | STREET SOCCER USA - EAST BAY | $19,276 | |
| SUMMER SEARCH BAY AREA | ||||||||
| 101 HOWARD STREET SUITE 250 | SAN FRANCISCO | CA | 94105 | NONE | PC | SUMMER SEARCH BAY AREA: GROUP MENTORING PROGRAM | $85,325 | |
| SUPER STARS LITERACY | ||||||||
| 333 HEGENBERGER ROAD SUITE 503 | OAKLAND | CA | 94621 | NONE | PC | INSTRUCTIONAL STAFFING FOR LITERACY INTERVENTION PROGRAM | $60,000 | |
| TANDEM PARTNERS IN EARLY LEARNING | ||||||||
| 1275 FAIRFAX AVE SUITE 201 | SAN FRANCISCO | CA | 94124 | NONE | PC | TANDEMS EARLY LEARNING PROGRAMS IN ALAMEDA AND CONTRA COSTA COUNTIES | $30,000 | |
| TEACH FOR AMERICA | ||||||||
| 940 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | LEVERAGING PARTNERSHIPS AND HONING TEACHER DEVELOPMENT TO TRAIN BAY AREA LEADERS | $150,000 | |
| TECH EXCHANGE | ||||||||
| 1 BROADWAY 14TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | PC | FOR OPERATIONAL SUPPORT | $45,000 | |
| TEEN SUCCESS | ||||||||
| 508 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,000 | |
| THE ART OF YOGA PROJECT | ||||||||
| 555 BRYANT STREET 232 | PALO ALTO | CA | 94301 | NONE | PC | THE ART OF YOGA PROJECT YOGA AND CREATIVE ARTS FOR AT-RISK GIRLS | $20,000 | |
| THE ATHENIAN SCHOOL | ||||||||
| 2100 MT DIABLO SCENIC BLVD | DANVILLE | CA | 945062002 | NONE | PC | THE ATHENIAN SCHOOL STUDENT TUITION GRANT | $128,620 | |
| THE FIELD MUSEUM | ||||||||
| 1400 SOUTH LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| THE FIRST TEE OF MONTEREY COUNTY | ||||||||
| 945 S SALINAS STREET STE 210 | SALINAS | CA | 93901 | NONE | PC | CLUBHOUSE TO COLLEGE / CAREER (C2C) TEEN TECH CENTER IMPROVEMENTS 2018-19 | $27,000 | |
| THE HIDDEN GENIUS PROJECT | ||||||||
| 2934 TELEGRAPH AVE | OAKLAND | CA | 94609 | NONE | PC | HIDDEN GENIUS PROJECT IMMERSION PROGRAM | $20,000 | |
| THE LAUREL SCHOOL | ||||||||
| 350 NINTH AVENUE | SAN FRANCISCO | CA | 94118 | NONE | PC | THE LAUREL SCHOOL TUITION ASSISTANCE MATCHING GRANT REQUEST | $25,000 | |
| THE MINDFUL PROJECT | ||||||||
| 124 WASHINGTON AVENUE SUITE B | RICHMOND | CA | 94801 | NONE | PC | MINDFULNESS AND YOGA IN THE EAST BAY | $40,000 | |
| THE MOSAIC PROJECT | ||||||||
| 478 SANTA CLARA AVE | OAKLAND | CA | 94610 | NONE | PC | OUTDOOR SCHOOL | $12,000 | |
| THE PRENTICE SCHOOL | ||||||||
| 18341 LASSEN DRIVE | SANTA ANA | CA | 92705 | NONE | PC | NEED-BASED SCHOLARSHIPS FOR TRANSFORMATION | $10,000 | |
| THE RUTH BANCROFT GARDEN | ||||||||
| 1552 BANCROFT RD | WALNUT CREEK | CA | 94598 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| THERE WITH CARE OF THE BAY AREA | ||||||||
| 3475 EDISON WAY SUITE H | MENLO PARK | CA | 94025 | NONE | PC | BE THERE WITH CARE 2018 CHALLENGE MATCH | $50,000 | |
| TODAY'S YOUTH MATTER | ||||||||
| 469 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | SUMMER CAMP OUTREACH | $25,000 | |
| TUTORING CHICAGO | ||||||||
| 2145 N HALSTED | CHICAGO | IL | 60614 | NONE | PC | ONE TO ONE TUTORING | $15,000 | |
| UASPIRE BAY AREA | ||||||||
| 1904 FRANKLIN STREET SUITE 250 | OAKLAND | CA | 94612 | NONE | PC | UASPIRE BAY AREA - EAST BAY SUPPORT | $20,000 | |
| UC BERKELEY HASS SCHOOL BOOST | ||||||||
| 2001 ADDISON ST | BERKELEY | CA | 94704 | NONE | PC | FOR OPERATIONAL SUPPORT | $35,000 | |
| UNITED WAY OF LANE COUNTY | ||||||||
| 3171 GATEWAY LOOP | SPRINGFIELD | OR | 97477 | NONE | PC | KIDS IN TRANSITION TO KINDERGARTEN | $30,000 | |
| URBAN INITIATIVES | ||||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 60661 | NONE | PC | FOR OPERATIONAL SUPPORT | $45,000 | |
| VIDA VERDE NATURE EDUCATION | ||||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | NONE | PC | MULTI-DAY OUTDOOR EDUCATION EXPERIENCES FOR LOW-INCOME OAKLAND AND BAY AREA YOUTH | $40,000 | |
| WE CARE SERVICES FOR CHILDREN | ||||||||
| 2191 KIRKER PASS ROAD | CONCORD | CA | 94521 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| WHEEL TO WALK FOUNDATION | ||||||||
| PO BOX 20146 | PORTLAND | OR | 97294 | NONE | PC | WHEEL TO WALK FOUNDATION | $25,000 | |
| WILSON ELEMENTARY | ||||||||
| 629 42ND STREET | RICHMOND | CA | 94805 | NONE | PC | MINDFUL COMMUNITY AT WILSON ELEMENTARY | $14,896 | |
| WOMEN'S CENTER FOR ADVANCEMENT | ||||||||
| 222 SOUTH 29TH STREET | OMAHA | NE | 68131 | NONE | PC | FOR OPERATIONAL SUPPORT | $10,000 | |
| WORLDREADER | ||||||||
| 2030 1ST AVENUE SUITE 100 | SEATTLE | WA | 98121 | NONE | PC | GHANA DISTRICT SCALE SCHOOL E-READING PROJECT | $50,000 | |
| YES NATURE TO NEIGHBORHOODS FKA YOUTH ENRICHMENT STRATEGIES | ||||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| YOUTH HOMES | ||||||||
| 3480 BUSKIRK AVENUE SUITE 210 | PLEASANT HILL | CA | 94523 | NONE | PC | YOUTH HOMES EVIDENCE-BASED STAFF TRAINING | $13,500 | |
| ZSHARP | ||||||||
| 564 MARKET STREET SUITE 623 | SAN FRANCISCO | CA | 94104 | NONE | PC | ZSHARP AT PERES ELEMENTARY IN RICHMOND | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,884,051 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACORN WOODLAND ELEMENTARY | |||||||
| 1025 81ST AVENUE | OAKLAND | CA | 94621 | NONE | PC | FOR OPERATIONAL SUPPORT | $3,567 |
| ALAMEDA EDUCATION FOUNDATION | |||||||
| PO BOX 1363 | ALAMEDA | CA | 94501 | NONE | PC | ALAMEDA EDUCATION FOUNDATION MIDDLE SCHOOL SPORTS PROGRAM | $11,788 |
| CASA COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY | |||||||
| P O BOX 1418 | KENWOOD | CA | 95452 | NONE | PC | CASA OF SONOMA COUNTY SUCCESSFUL FUTURES PROGRAM | $25,000 |
| CHALLENGE DAY | |||||||
| 2520 STANWELL DRIVE SUITE 160 | CONCORD | CA | 94520 | NONE | PC | FOR OPERATIONAL SUPPORT | $1,319 |
| CHAPTER 510 INK | |||||||
| 2301 TELEGRAPH AVENUE | OAKLAND | CA | 94612 | NONE | PC | CHAPTER 510'S EPIC JOURNEY - THE FIRST STEPS | $15,025 |
| CHILDREN'S HOME AID | |||||||
| 125 S WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | NONE | PC | CHILDRENS HOME & AID LITERACY PROGRAM | $40,000 |
| CRADLES TO CRAYONS | |||||||
| 4141 WEST GEORGE STREET | CHICAGO | IL | 60641 | NONE | PC | GEAR UP FOR WINTER | $25,000 |
| DE MARILLAC ACADEMY | |||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | DE MARILLAC ACADEMY | $45,000 |
| DIABLO BALLET | |||||||
| PO BOX 4700 | WALNUT CREEK | CA | 94596 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| EDUCATION FOR CHANGE PUBLIC SCHOOLS | |||||||
| 3265 LOGAN STREET | OAKLAND | CA | 94601 | NONE | PC | GROWING PERSONALIZED LEARNING AND SCIENCE OPPORTUNITIES AT COX ACADEMY | $22,550 |
| FRIENDS OF THE OAKLAND PUBLIC SCHOOL LIBRARY | |||||||
| 5945 JOHNSTON DRIVE | OAKLAND | CA | 94611 | NONE | PC | FOR OPERATIONAL SUPPORT | $5,000 |
| GIRL UP UN FOUNDATION | |||||||
| 1750 PENNSYLVANIA AVE SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | GIRL UP EXPANSION IN UNDERSERVED COMMUNITIES | $10,000 |
| HOPE ACADEMY VIZAG (FISCAL SPONSOR NEW HORIZONS FOUNDATION) | |||||||
| 220 DOVE CREEK LANE | DANVILLE | CA | 94506 | NONE | PC | SCIENCE, MUSIC, AND ART DISCOVERY | $13,350 |
| LANE THOMAS FOUNDATION | |||||||
| PO BOX 540365 | ELKHORN | NE | 68154 | NONE | PC | FAMILY SUPPORT | $25,000 |
| LINCOLN PARK ZOO | |||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | ZOO EXPLORERS | $18,936 |
| NATURAL HIGH | |||||||
| 7881-A DRURY LANE | LA JOLLA | CA | 92037 | NONE | PC | KEEPING SOUTHERN CALIFORNIA'S YOUTH HEALTHY | $30,000 |
| NEW DAY FOR CHILDREN | |||||||
| PO BOX 439 | ALAMO | CA | 94507 | NONE | PC | NEW DAY FOR CHILDREN RESTORATIVE CARE AND EDUCATION | $26,400 |
| OAKLAND CHILDREN'S FAIRYLAND INC | |||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | NONE | PC | SUBSIDIZED FIELD TRIPS FOR CHILDREN | $25,000 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 21748 | OAKLAND | CA | 94602 | NONE | PC | THINK COLLEGE NOW SCIENCE PROGRAM 2018-19 | $85,000 |
| OAKLAND SOL | |||||||
| 1180 70TH AVENUE | OAKLAND | CA | 94621 | NONE | PC | PLEASE SUPPORT OUSD'S NEWEST SCHOOL TO PERSONALIZE LEARNING! | $15,000 |
| PARTNERS PROGRAM | |||||||
| 6100 BROADWAY | OAKLAND | CA | 94618 | NONE | PC | THE PARTNERS PROGRAM 2017-2018: SUMMER ACADEMY 2018 | $7,400 |
| POINT BLUE CONSERVATION SCIENCE | |||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | NONE | PC | STUDENTS AND TEACHERS RESTORING A WATERSHED (STRAW) | $20,000 |
| RANCHO CIELO | |||||||
| 710 OLD STAGE RD | SALINAS | CA | 93912 | NONE | PC | RANCHO CIELOS ATHLETIC PROGRAM | $38,031 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIACAL PERFORMANCES | |||||||
| 101 ZELLERBACH HALL | BERKELEY | CA | 94720 | NONE | PC | CAL PERFORMANCES BERKELEY/OAKLAND AILEYCAMP 2019 | $20,000 |
| RELIEF NURSERY INC | |||||||
| 1720 WEST 25TH AVENUE | EUGENE | OR | 97405 | NONE | PC | THERAPEUTIC EARLY CHILDHOOD PROGRAM, SPECIAL EDUCATION | $40,000 |
| RHYTHMIX CULTURAL WORKS | |||||||
| 2513 BLANDING AVENUE | ALAMEDA | CA | 94501 | NONE | PC | PERFORMANCE ART & LEARNING 2018-2019 | $9,215 |
| SINGING EAGLE FOUNDATION | |||||||
| 15469 FRICOT CITY ROAD | MOUNTAIN RANCH | CA | 95246 | NONE | PC | READ TO LIVE | $15,000 |
| SPAAT (STUDENT PROGRAM FOR ACADEMIC & ATHLETIC TRANSITIONING) | |||||||
| 360 GRAND AVENUE 371 | OAKLAND | CA | 94610 | NONE | PC | FOR OPERATIONAL SUPPORT | $10,000 |
| ST JOSEPH THE PROVIDER SCHOOL | |||||||
| 1125 TURIN AVE | YOUNGSTOWN | OH | 44510 | NONE | PC | ST. JOSEPH THE PROVIDER SCHOOL SCHOLARSHIP FUNDING 2018-2019 | $35,500 |
| STREET SOCCER USA | |||||||
| 115 E 13TH STREET | NEW YORK | NY | 10003 | NONE | PC | STREET SOCCER USA - EAST BAY | $724 |
| TUTORING CHICAGO | |||||||
| 2145 N HALSTED | CHICAGO | IL | 60614 | NONE | PC | ONE TO ONE TUTORING | $20,000 |
| UPWARD ROOTS | |||||||
| 270 GRAND AVENUE SUITE 1 | OAKLAND | CA | 94610 | NONE | PC | GENERAL OPERATING SUPPORT | $38,500 |
| VERDE ELEMENTARY SCHOOL | |||||||
| 2000 GIARAMITA AVENUE | RICHMOND | CA | 94801 | NONE | PC | VERDE ELEMENTARY SCHOOL PARTNERSHIP WITH OAKLAND YOUTH CHORUS | $17,659 |
| YOUTHPOWER365 (FORMERLY THE YOUTH FOUNDATION) | |||||||
| PO BOX 6550 | AVON | CO | 81620 | NONE | PC | YOUTHPOWER365 - PWRUP EARLY EDUCATION INITIATIVES | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $804,964 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195,244 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,031,077 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,060,896 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,287,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,287,217 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DOROTHY JERNSTEDT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,198,890 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,198,890 | FairMarketValueAmt |
| Received | 2018-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $59,014 | Amt |
| Net Investment Income | $29,507 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,774 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS - BERNSTEIN | $5,702,225 | $5,702,225 |
| BOND FUNDS - BROWN BROTHERS HARRIMAN | $6,110,962 | $6,110,962 |
| BONDS - DODGE & COX | $8,177,769 | $8,177,769 |
| BONDS - JP MORGAN | $5,554,355 | $5,554,355 |
| BONDS - MS MAIN | $5,496,568 | $5,496,568 |
| BOND FUNDS - SCHARF #11550 | $519,318 | $519,318 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - BERNSTEIN | $4,162,234 | $4,162,234 |
| CORPORATE STOCK - BROWN BROTHER HARRISMAN | $8,977,316 | $8,977,316 |
| CORPORATE STOCK - JP MORGAN | $2,790,301 | $2,790,301 |
| CORPORATE STOCK - MS CASH ALTER | $6,944,319 | $6,944,319 |
| CORPORATE STOCKS - MS #18340 | $842,688 | $842,688 |
| CORPORATE STOCK - SCHARF #11550 | $10,348,852 | $10,348,852 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCK FUNDS - DODGE & COX | FMV | $13,480,128 | $13,480,128 |
| STOCK FUNDS - BERNSTEIN | FMV | $5,470,065 | $5,470,065 |
| EQUITY FUNDS - DODGE & COX, SCHWAB | FMV | $1,285,443 | $1,285,443 |
| MORGAN STANLEY ALTERNATIVE INVESTMENTS | FMV | $554,882 | $554,882 |
| JP MORGAN ALTERNATIVE INVESTMENT | FMV | $2,162,312 | $2,162,312 |
| REAL ESTATE INCOME FUND - MS CASH ALTER | FMV | $1,039,090 | $1,039,090 |
| REAL ESTATE INCOME FUND - BROWN BROTHERS | FMV | $150,235 | $150,235 |
| REAL ESTATE INCOME FUND - BERSTEIN | FMV | $693,949 | $693,949 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $97,932 | $95,006 | $95,006 |
| SECURITIES SOLD RECEIVABLE | $173,066 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $9,184,223 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES/POSTAGE | $3,034 | $0 | $1,383 |
| INSURANCE | $4,519 | $0 | $4,519 |
| AUTO EXPENSE | $59 | $0 | $62 |
| TELEPHONE | $3,331 | $0 | $600 |
| MISCELLANEOUS | $124 | $0 | $125 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED SECTION 4940 EXCISE TAX BENEFIT | Desc |
| Amt | $184,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED SECTION 4940 TAX PAYABLE | Desc |
| BOY Book Value | $341,000 | BOYBookValueAmt |
| EOY Book Value | $157,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $396,661 | Amt |
| Net Investment Income | $396,661 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES PAID | $0 | $0 | $10 |
| CURRENT SECTION 4940 EXCISE TAX EXPENSE | $136,122 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $23,205 | $0 |