TOMKAT FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: TOMKAT FOUNDATION (EIN 92-1160421)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-17
IRS object ID: 202503219349105035
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
General Explanation Attachment
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule
Transfers Frm Controlled Entities
Transfers To Controlled Entities

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-17T14:21:27-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY ADVISORY GROUP LP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 FREMONT ST4000	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94105	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	921160421	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TOMKAT FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TOMK	BusinessNameControlTxt
Phone	4155295692	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	111 SUTTER STREET 10TH FLOOR	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KATHRYN A TAYLOR	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4155295692	PhoneNum
Signature	2025-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DANIEL L HALL	PreparerPersonNm
PTIN	P00904498	PTIN
Phone	4157812500	PhoneNum
Preparation	2025-11-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$42,795,689	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	$5,319,273	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$191,050	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$463,271	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$24,923	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$10,641,941	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,439,805	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$5,535,246	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,903,076	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$112,914	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$112,914	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$67,924	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$67,924	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$4,524	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,524	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$40,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$11,954	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,214,563	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$11,864	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$237,316	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,219,087	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$192,702	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,999,630	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,999,630	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,236,946	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,219,087	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$5,192,332	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$298,300	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,683,989	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$184,375	CashBOYAmt
Cash EOY	$82,459	CashEOYAmt
Cash EOYFMV	$82,459	CashEOYFMVAmt
Other Nts And Loans Rcvbl	$250,472	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$250,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$250,472	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$250,472	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$2,469,431	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$2,436,278	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$2,436,278	USGovtObligationsEOYFMVAmt
Other Investments BOY	$46,183,524	OtherInvestmentsBOYAmt
Other Investments EOY	$39,637,130	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$39,637,130	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$39,350	OtherAssetsBOYAmt
Other Assets EOY	$389,350	OtherAssetsEOYAmt
Other Assets EOYFMV	$389,350	OtherAssetsEOYFMVAmt
Total Assets BOY	$49,126,680	TotalAssetsBOYAmt
Total Assets EOY	$42,795,689	TotalAssetsEOYAmt
Total Assets EOYFMV	$42,795,689	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$10,000	AccountsPayableBOYAmt
Accounts Payable EOY	$218,361	AccountsPayableEOYAmt
Total Liabilities BOY	$10,000	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$218,361	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$49,116,680	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$42,577,328	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$49,116,680	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$42,577,328	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$49,126,680	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$42,795,689	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$49,116,680	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$298,300	ExcessRevenueOverExpensesAmt
Other Increases	$473	OtherIncreasesAmt
Subtotal	$49,415,453	SubtotalAmt
Other Decreases	$6,838,125	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$42,577,328	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$1,480,716	$937,314	$543,402	$543,402
PUBLICLY TRADED SECURITIES	$9,161,225	$9,136,302	$24,923	$24,923
PARTNERSHIP CAPITAL GAIN	$2,871,480		$2,871,480	$2,871,480	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,439,805	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$37,307	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$37,307	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$37,307	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$20,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$20,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$17,307	TaxDueAmt

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	Yes (1)	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4155295692	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 SUTTER STREET 10TH FLOOR	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	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	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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 (2 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
KATHRYN A TAYLOR
111 SUTTER STREET FLOOR 10	SAN FRANCISCO	CA	94104	PRESIDENT	1.00	$0	$0	$0
THOMAS STEYER
111 SUTTER STREET FLOOR 10	SAN FRANCISCO	CA	94104	DIRECTOR	1.00	$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

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FARELLA BRAUN MARTEL LLP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE BUSH STREET SUITE 900	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Service Type	LEGAL SERVICES	ServiceTypeTxt
Compensation	$110,064	CompensationAmt

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	$4,136,224	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$614,325	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$39,987,130	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$44,737,679	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$44,737,679	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$671,065	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$44,066,614	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,203,331	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,203,331	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$37,307	TaxBasedOnInvestmentIncomeAmt
Total Tax	$37,307	TotalTaxAmt
Distributable Before Adj	$2,166,024	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,166,024	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,166,024	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$5,192,332	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$5,192,332	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,166,024	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$6,238,636	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,238,636	TotalExcessDistributionCyovAmt
Qualifying Distributions	$5,192,332	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,166,024	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,026,308	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$9,264,944	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	$9,264,944	ExcessDistriCyovToNextYrAmt
Excess From Year1	$6,238,636	ExcessFromYear1Amt
Excess From Current Year	$3,026,308	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	KATHRYN A TAYLOR	ContributingManagerNm
Contributing Manager	THOMAS STEYER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ACTA NON VERBA YOUTH URBAN GARDEN PROJECT
1001 83RD AVE MAILBOX 1	OAKLAND	CA	94621	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
ARIZONA STATE UNIVERSITY FOUNDATION
300 E UNIVERSITY DR	TEMPE	AZ	85281	N/A	PC	GENERAL OPERATING SUPPORT	$20,000
CALIFORNIA FARMLINK
335 SPRECKELS DR STE F	APTOS	CA	95003	N/A	PC	GENERAL OPERATING SUPPORT	$25,000
CAMPTI FIELD OF DREAMS
PO BOX 2674	RUSTON	LA	71273	N/A	PC	GENERAL OPERATING SUPPORT	$50,000
CANA
575 MARKET STREET SUITE 400	SAN FRANCISCO	CA	94105	N/A	PC	GENERAL OPERATING SUPPORT	$50,000
CENTER FOR ECOLITERACY
2150 ALLSTON WAY SUITE 270	BERKELEY	CA	94704	N/A	PC	GENERAL OPERATING SUPPORT	$750,000
CENTER FOR RURAL ENTERPRISE & ENVIRONMENT
8000 MADISON BLVD STE D102 PMB 287	MADISON	AL	35758	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
COMMUNITY MOVEMENT BUILDERS
4152 ECHO WOODS DR	CLARKSTON	GA	30021	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
COMPTON KIDZ CLUB
13045 PACIFIC PROMENADE SUITE 102	PLAYA VISTA	CA	90094	N/A	PC	GENERAL OPERATING SUPPORT	$100,000
CURIODYSSEY
1651 COYOTE POINT DR	SAN MATEO	CA	94401	N/A	PC	GENERAL OPERATING SUPPORT	$60,000
DOLORES HUERTA FOUNDATION
1201 24TH ST STE D200	BAKERSFIELD	CA	93301	N/A	PC	GENERAL OPERATING SUPPORT	$25,000
EAT LEARN PLAY FOUNDATION
647 4TH ST	OAKLAND	CA	94607	N/A	PC	GENERAL OPERATING SUPPORT	$250,000
ECDYSIS FOUNDATION
46958 188TH ST	ESTELLINE	SD	57234	N/A	PC	GENERAL OPERATING SUPPORT	$100,000
FAMILY AGRICULTURE RESOURCE MANAGEMENT
4833 BEREWICK TOWN CENTER DR STE E	CHARLOTTE	NC	28278	N/A	PC	GENERAL OPERATING SUPPORT	$100,000	PMB 142
FIRST NATIONS DEVELOPMENT INSTITUTE
2432 MAIN ST	LONGMONT	CO	80501	N/A	PC	GENERAL OPERATING SUPPORT	$20,000
FOUNDATION FOR NATIONAL PROGRESS
PO BOX 584	SAN FRANCISCO	CA	94104	N/A	PC	GENERAL OPERATING SUPPORT	$20,000
FREEDMEN HEIRS FOUNDATION
21030 FREDERICK RD STE G124	GERMANTOWN	MD	20876	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
GLADSTONE INSTITUTES
1650 OWENS ST	SAN FRANCISCO	CA	94158	N/A	PC	GENERAL OPERATING SUPPORT	$25,000
GLENBROOK UNDERGROUND
3470 GS RICHARDS BLVD	CARSON CITY	NV	89703	N/A	PC	GENERAL OPERATING SUPPORT	$250,000
GOOD SAMARITAN
1422 E 71ST ST STE B	TULSA	OK	74136	N/A	PC	GENERAL OPERATING SUPPORT	$235,000
GRABHORN INSTITUTE
1802 HAYS ST	SAN FRANCISCO	CA	94129	N/A	PC	GENERAL OPERATING SUPPORT	$100,000
HOMELESS GARDEN PROJECT
PO BOX 617	SANTA CRUZ	CA	95061	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
INTERTRIBAL FRIENDSHIP HOUSE
523 INTERNATIONAL BLVD	OAKLAND	CA	94606	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
JUNIOR ACHIEVEMENT
6250 FOREST LAWN DRIVE	LOS ANGELES	CA	90068	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
LATINO COMMUNITY FOUNDATION
235 MONTGOMERY ST STE 1160	SAN FRANCISCO	CA	94104	N/A	PC	GENERAL OPERATING SUPPORT	$20,000
LEAGUE TO SAVE LAKE TAHOE
2608 LAKE TAHOE BLVD	SOUTH LAKE TAHOE	CA	96150	N/A	PC	GENERAL OPERATING SUPPORT	$35,000
MAD AGRICULTURE
728 PEARL ST	BOULDER	CO	80302	N/A	PC	GENERAL OPERATING SUPPORT	$25,000
MARIN COMMUNITY FOUNDATION
5 HAMILTON LANDING STE 200	NOVATO	CA	94949	N/A	PC	GENERAL OPERATING SUPPORT	$111,630
MERIDIAN INSTITUTE
PO BOX 1829	DILLON	CO	80435	N/A	PC	GENERAL OPERATING SUPPORT	$175,000
MUSEUM OF JAZZ & ART (MOJA)
1310 OAK STREET	OAKLAND	CA	94612	N/A	PC	GENERAL OPERATING SUPPORT	$50,000
NEW VENTURE FUND
1828 L ST NW STE 300A	WASHINGTON	DC	20036	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
NEXTGEN CLIMATE AMERICA
220 MONTGOMERY ST STE 300	SAN FRANCISCO	CA	94104	N/A	PC	GENERAL OPERATING SUPPORT	$650,000
PERFORMING STARS OF MARIN
271 DRAKE AVE	MARIN CITY	CA	94965	N/A	PC	GENERAL OPERATING SUPPORT	$157,500
PLANTING JUSTICE
319 105TH AVE	OAKLAND	CA	94603	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
PRESIDENT & FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE STE 3	CAMBRIDGE	MA	02138	N/A	PC	GENERAL OPERATING SUPPORT	$500,000
PUENTE DE LA COSTA SUR
620 NORTH STREET	PESCADERO	CA	94060	N/A	PC	GENERAL OPERATING SUPPORT	$25,000
RADIO BILINGUE
5005 E BELMONT AVE	FRESNO	CA	93727	N/A	PC	GENERAL OPERATING SUPPORT	$20,000
REAL ORGANIC PROJECT
82 WILSON RD	EAST THETFORD	VT	05043	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
REGENESIS COMMUNITY DEVELOPMENT
PO BOX 5701	SPARTANBURG	SD	29304	N/A	PC	GENERAL OPERATING SUPPORT	$650,000
REMAKE
1012 TORNEY AVE 202	SAN FRANCISCO	CA	94129	N/A	PC	GENERAL OPERATING SUPPORT	$25,000
SWEETWATER SPECTRUM INC
369 FIFTH ST WEST	SONOMA	CA	95476	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
THE EDIBLE SCHOOLYARD PROJECT
1517 SHATTUCK AVE	BERKELEY	CA	94709	N/A	PC	GENERAL OPERATING SUPPORT	$25,000
THE FIELD
228 PARK AVE S SUITE 97217	NEW YORK	NY	10003	N/A	PC	GENERAL OPERATING SUPPORT	$80,500
THE FUTURO MEDIA GROUP
361 W 125TH ST FL 6	NEW YORK CITY	NY	10027	N/A	PC	GENERAL OPERATING SUPPORT	$20,000
THE SAN FRANCISCO FOUNDATION
ONE EMBARCADERO CENTER SUITE 1400	SAN FRANCISCO	CA	94111	N/A	PC	GENERAL OPERATING SUPPORT	$30,000
WESTERN LANDOWNERS ALLIANCE
7555 W AMHERST AVE UNIT 27798	DENVER	CO	80227	N/A	PC	GENERAL OPERATING SUPPORT	$10,000
WHITE BUFFALO LAND TRUST
PO BOX 5100	SANTA BARBARA	CA	93150	N/A	PC	GENERAL OPERATING SUPPORT	$25,000
WOMEN IN RANCHING
592 LITTLE PORCUPINE RD	COHAGEN	MT	59322	N/A	PC	GENERAL OPERATING SUPPORT	$25,000
YOUTH RADIO
1701 BROADWAY	OAKLAND	CA	94612	N/A	PC	GENERAL OPERATING SUPPORT	$20,000
ZENO MOUNTAIN FARM (CHESHIRE PROJECT)
950 ZENO RD	LINCOLN	VT	05443	N/A	PC	GENERAL OPERATING SUPPORT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,999,630	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$191,050	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$24,923	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$215,973	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$215,973	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	THOMAS STEYER AND KATHRYN TAYLOR	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 SUTTER STREET FLOOR 10	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$5,319,273	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	SECURITIES	NoncashPropertyDesc
Fair Market Value	$1,519,273	FairMarketValueAmt
Received	2024-12-31	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$67,924	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$67,924	DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxt	Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
SCHEDULE OF CONTROLLED ENTITIES	PART VI-A, LINE 11	NAME OF CONTROLLED ENTITY: EMERGING IMPACT FUND, LPEMPLOYER ID NUMBER: 80-0908913ADDRESS: 345 CALIFORNIA STREET, SUITE 600SAN FRANCISCO, CA 94104EXCESS BUSINESS HOLDINGS - NOTRANSFERS TO CONTROLLED ENTITY - CAPITAL CONTRIBUTIONS: $1,674,450TRANSFERS FROM CONTROLLED ENTITY - PARTNERSHIP DISTRIBUTIONS: $4,496,761
SCHEDULE OF CONTROLLED ENTITIES	PART VI-A, LINE 11	NAME OF CONTROLLED ENTITY: EMERGING IMPACT FUND III, LPEMPLOYER ID NUMBER: 88-4261401ADDRESS: 345 CALIFORNIA STREET, SUITE 600SAN FRANCISCO, CA 94104EXCESS BUSINESS HOLDINGS - NOTRANSFERS TO CONTROLLED ENTITY - CAPITAL CONTRIBUTIONS: $3,530,794

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$2,436,278	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$2,436,278	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
WALDEN MUTUAL CD	FMV	$250,000	$250,000
EMERGING IMPACT FUND, LP	FMV	$28,478,758	$28,478,758
EMERGING IMPACT FUND, GP	FMV	$1,169,473	$1,169,473
EMERGING IMPACT FUND III	FMV	$5,071,537	$5,071,537
FARALLON CAPITAL INV. PARTNERS	FMV	$383,873	$383,873
FARALLON CAPITAL INV. PTRS III	FMV	$333,408	$333,408
FARALLON CAPITAL PARTNERS	FMV	$1,265,088	$1,265,088
KHOSLA SEED B, LP	FMV	$190,327	$190,327
KHOSLA VENTURES IV, LP	FMV	$2,163,639	$2,163,639
INVESTING FOR IMPACT MEDIA GROUP LLC	FMV	$181,034	$181,034
EDACIOUS SERIES SEED PREF STOCK	FMV	$149,993	$149,993

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$112,914	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$112,914	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PREPAID CONTRIBUTION TO KHOSLA IV	$31,250	$31,250	$31,250
PREPAID CONTRIBUTION TO KHOSLA SEED B	$8,100	$8,100	$8,100
EGOISTA		$25,000	$25,000
GUN & POWDER INVESTMENT		$125,000	$125,000
HARVEST DOCUMENTARY		$200,000	$200,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS	Desc
Amt	$6,838,125	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$90	$90	$0
INSURANCE	$11,121	$0	$11,121
LICENSES AND FEES	$743	$0	$743
PARTNERSHIP INVESTMENT LOSS	$0	$1,214,473	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR PERIOD ADJUSTMENT	Desc
Amt	$473	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$4,524	Amt
Net Investment Income	$4,524	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES	CategoryTxt
Amt	$40,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EMERGING IMPACT FUND LP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	345 CALIFORNIA STREET SUITE 600	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
EIN	800908913	EIN
Desc	PARTNERSHIP DISTRIBUTIONS	Desc
Amt	$1,674,450	Amt

Field	Value	IRS element (for citing)
Total	$4,496,761	TotalAmt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	DescDesc	AmtAmt
EMERGING IMPACT FUND LP
345 CALIFORNIA STREET SUITE 600	SAN FRANCISCO	CA	94104	800908913	CAPITAL CONTRIBUTIONS	$1,674,450
EMERGING IMPACT FUND III LP
345 CALIFORNIA STREET SUITE 600	SAN FRANCISCO	CA	94104	884261401	CAPITAL CONTRIBUTIONS	$3,530,794

Field	Value	IRS element (for citing)
Total	$5,205,244	TotalAmt