BOTHIN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BOTHIN FOUNDATION (EIN 94-1196182)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-27
- IRS object ID
- 201942709349100204
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock 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 | 2019-09-27T10:49:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 | 941196182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTHIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOTH | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET NO 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYMAN H CASEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155166450 | PhoneNum |
| Signature | 2019-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A LEE | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.62.180.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-06 | IPDt |
| IP Tm | 11:10:47 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EFE577F76247A8229C67349CC569CC8661C3C51E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,473,836 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $192,191 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $192,191 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $811,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $811,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,751,903 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,128,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,751,903 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,755,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,755,707 | 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 |
| Accounting Fees Rev And Expnss | $11,776 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,066 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,533 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $576,802 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $227,528 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $308,997 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,181 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,183 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,873 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,567 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $656,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $237,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $316,622 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,811,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,811,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,467,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $237,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,128,122 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,288,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,518,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $141,265 | CashBOYAmt |
| Cash EOY | $82,996 | CashEOYAmt |
| Cash EOYFMV | $82,996 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $705,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $741,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $741,006 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $69,350 | AcctRcvblAmt |
| Acct Rcvbl BOY | $48,972 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $69,350 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $69,350 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $16,578 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,757 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,757 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $28,654,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,354,858 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,354,758 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,580,988 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,219,969 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,219,969 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $42,147,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,473,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,473,836 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,814 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,921 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $185,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $45,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $208,814 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,921 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $41,939,102 | UnrestrictedBOYAmt |
| Unrestricted EOY | $38,390,015 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,939,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,390,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,147,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,473,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,939,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,288,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $140,000 | OtherIncreasesAmt |
| Subtotal | $45,367,266 | SubtotalAmt |
| Other Decreases | $6,977,251 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,390,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUITY AND BOND SALES | PropertyDesc |
| Acquired | 2018-01-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $22,128,587 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,376,684 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,751,903 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,751,903 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,751,903 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,790,526 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,568,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045251 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,863,112 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,012,765 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050337 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,998,233 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,821,640 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051472 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,890,448 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,165,272 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048268 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,629,155 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,443,154 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044704 | DistributionYr5Rt |
| Total Distribution | 0.240032 | TotalDistributionRt |
| Average Distribution | 0.048006 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,911,781 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,964,011 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55,181 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,019,192 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,128,122 | 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 | $55,181 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,181 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,891 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,891 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,710 | OverpaymentAmt |
| Applied To ES Tax | $4,710 | 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 | WWW.BOTHINFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| LYMAN H CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LYMAN R CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | GOVERNANCE COMMITTEE | 2.00 | $0 | $0 | $0 |
| A MICHAEL CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER/VP/FINANCE CHAIR | 2.00 | $0 | $0 | $0 |
| CAROL PRINCE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR/AUDIT CHAIR/SECRE | 2.00 | $0 | $0 | $0 |
| RAVIN AGRAWAL | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR/FINANCE AND AUDIT COMMITTEE | 2.00 | $0 | $0 | $0 |
| DEVON LAYCOX | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VP/GOVERNANCE CHAIR | 2.00 | $0 | $0 | $0 |
| KIMBERLY CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR/GOVERNANCE COMMIT | 2.00 | $0 | $0 | $0 |
| THEODORE GRIFFINGER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR/FINANCE | 2.00 | $0 | $0 | $0 |
| JOHN MCCOSKER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR/FINANCE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | FOUNDATION MANAGEMENT/ACCOUNTING | $376,327 |
| CORNERSTONE CAPITAL INC | |||||
| 200 HOMER AVENUE | PALO ALTO | CA | 94301 | INVESTMENT COUNSELING | $104,016 |
| 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 | $41,295,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,534,803 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,534,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $623,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,911,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,045,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,045,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,181 | TotalTaxAmt |
| Distributable Before Adj | $1,990,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,990,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,990,408 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,128,122 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,128,122 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $55,181 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,072,941 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,990,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,522 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,128,122 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,522 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,990,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,192 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $85,192 | 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 | $85,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $85,192 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDI POWELL SENIOR PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABILITIES UNITED | |||||||
| 525 EAST CHARLESTON ROAD | PALO ALTO | CA | 94306 | 501(C)(3) PUBLIC CHA | PURCHASE OF PASSENGER VAN TO TRANSPORT PARTICIPANTS | $50,000 | |
| AIDS LEGAL REFERRAL PANEL OF THE SAN FRANCISCO BAY AREA | |||||||
| 1663 MISSION ST STE 500 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE A NEW TELEPHONE SYSTEM | $12,700 | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCORSE DRIVE GOLDEN GATE | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | IN HONOR OF PAM MCCOSKER TO ENDOW THE PAM MCCOSKER DIRECTOR OF SCIENCE POSITION | $50,000 | PARK |
| CALIFORNIA INDIAN MUSEUM AND CULTURAL CENTER | |||||||
| 5250 AERO DRIVE | SANTA ROSA | CA | 95403 | 501(C)(3) PUBLIC CHA | REPLACE ROOF AT THE CALIFORNIA INDIAN MUSEUM AND CULTURAL CENTER | $40,000 | |
| CALIFORNIA PARENTING INSTITUTE (CHILD PARENT INSTITUTE) | |||||||
| 3650 STANDISH AVENUE | SANTA ROSA | CA | 95407 | 501(C)(3) PUBLIC CHA | INSTALL A NEW PHONE SYSTEM TO BETTER CONNECT WITH AND SERVE CLIENTS | $36,300 | |
| CASA OF SAN MATEO COUNTY | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 139 | REDWOOD CITY | CA | 94065 | 501(C)(3) PUBLIC CHA | UPGRADE TECHNOLOGY SYSTEMS AND EQUIPMENT | $8,100 | |
| CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN FRANCISCO | |||||||
| 990 EDDY STREET | SAN FRANCISCO | CA | 94109 | 501(C)(3) PUBLIC CHA | RESTORATION OF CYO CAMP WATER SYSTEM | $40,000 | |
| CENTER ON JUVENILE AND CRIMINAL JUSTICE | |||||||
| 40 BOARDMAN PLACE | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | CAMEO HOUSE FAMILY BACKYARD USABILITY PROJECT, UNDERTAKE SOIL TOXICITY ABATEMENT AND RENOVATE THE BACKYARD OF CAMEO HOUSE | $24,200 | |
| COMMUNITY & FAMILY SERVICE AGENCY (WEST COUNTY COMMUNITY SERVICES) | |||||||
| 16390 MAIN STREET PO BOX 325 | GUERNEVILLE | CA | 95446 | 501(C)(3) PUBLIC CHA | SANITATION FACILITIES FOR THE HOMELESS HOUSING SUPPORT PROGRAM | $37,300 | |
| COMMUNITY ACTION MARIN | |||||||
| 555 NORTHGATE DRIVE SUITE 201 | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | SUPPORT THE BUILDING OF A PLAY AREA AT THE HAMILTON EARLY HEAD START SITE | $25,000 | |
| COMMUNITY MUSIC CENTER | |||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | RENOVATE AND MAINTAIN THE CAPP STREET MUSIC SCHOOL | $35,000 | |
| CORPORATION OF THE FINE ARTS MUSEUMS | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | 501(C)(3) PUBLIC CHA | SUPPORT THE DE YOUNGSTERS STUDIO | $25,000 | |
| EARLE BAUM CENTER OF THE BLIND INC | |||||||
| 4539 OCCIDENTAL ROAD | SANTA ROSA | CA | 95401 | 501(C)(3) PUBLIC CHA | REPLACE ROOFS AND HVAC UNITS | $35,000 | |
| EXPLORING NEW HORIZONS | |||||||
| PO BOX 1514 | FELTON | CA | 95018 | 501(C)(3) PUBLIC CHA | PURCHASE A PASSENGER VAN FOR AN OUTDOOR EDUCATION CAMP | $24,000 | |
| FACES SF | |||||||
| 1101 MASONIC AVE | SAN FRANCISCO | CA | 94117 | 501(C)(3) PUBLIC CHA | INSTALL NEW PLAY STRUCTURE AND RESURFACE PLAYGROUND | $30,000 | |
| FILIPINO-AMERICAN DEVELOPMENT FOUNDATION (SOUTH OF MARKET COMMUNITY ACTION | |||||||
| 1110 HOWARD STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | UPGRADE IT SYSTEMS AND EQUIPMENT AT SOUTH OF MARKET COMMUNIY ACTION NETWORK | $22,900 | |
| FORT ROSS CONSERVANCY | |||||||
| 19005 COAST HWY ONE | JENNER | CA | 95450 | 501(C)(3) PUBLIC CHA | PURCHASE AN ALL-TERRAIN VEHICLE FOR EDUCATION PROGRAMS | $10,000 | |
| FOUNDATION CENTER | |||||||
| 312 SUTTER STREET 606 | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | GENERAL OPERATING SUPPORT FOR THE FOUNDATION CENTER WEST | $6,500 | |
| FOUNDATION FOR HEARING RESEARCH INC | |||||||
| 3518 JEFFERSON AVENUE | REDWOOD CITY | CA | 94062 | 501(C)(3) PUBLIC CHA | AUDIOLOGY EQUIPMENT UPDATE | $24,000 | |
| GENESYS WORKS - BAY AREA | |||||||
| 101 SECOND STREET SUITE 500 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | PURCHASE IT EQUIPMENT FOR COLLEGE ACCESS AND VOCATIONAL TRAINING PROGRAM | $20,000 | |
| GIRLS ON THE RUN OF THE BAY AREA INC | |||||||
| 3543 18TH ST 31 | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | PURCHASE COMPUTERS AND OTHER TECHNOLOGY TO SUPPORT THE STAFF OF THIS GROWING PROGRAM | $10,000 | |
| GLIDE FOUNDATION | |||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | RENOVATE KITCHEN IN THE JANICE MIRIKITANI FAMILY, YOUTH AND CHILDCARE CENTER | $25,000 | |
| GOLDEN GATE AUDUBON SOCIETY INC | |||||||
| 2530 SAN PABLO AVENUE SUITE G | BERKELEY | CA | 94702 | 501(C)(3) PUBLIC CHA | PURCHASE INTERACTIVE LEARNING MATERIALS FOR THEIR ECO-EDUCATION PROGRAM | $5,000 | |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||
| BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 94123 | 501(C)(3) PUBLIC CHA | PURCHASE A PASSENGER VAN FOR OUTDOOR YOUTH PROGRAMS | $45,000 | |
| HARM REDUCTION THERAPY CENTER | |||||||
| 45 FRANKLIN ST 320 | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | CONVERT VAN INTO MOBILE COUNSELING OFFICE | $40,000 | |
| HEALTHRIGHT 360 | |||||||
| 1563 MISSION STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | CAPITAL AND COSMETIC IMPROVEMENTS TO CLINIC AND COUNSELING SPACE AT 1735 MISSION STREET | $25,000 | |
| HOMELESS PRENATAL PROGRAM INC | |||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | REPLACE ANALOG PHONES WITH NEW VOIP PHONE SYSTEM | $33,000 | |
| IMPACT BAY AREA | |||||||
| PO BOX 23831 | OAKLAND | CA | 94623 | 501(C)(3) PUBLIC CHA | NEW TRAINING MATS TO BE USED THROUGHOUT THE BAY AREA | $5,500 | |
| JEFFERSON UNION HIGH SCHOOL DISTRICT (DALY CITY YOUTH HEALTH CENTER) | |||||||
| 699 SERRAMONTE BOULEVARD SUITE 100 | DALY CITY | CA | 94015 | GOVERNMENTAL UNIT - | SUPPORT CAPITAL CAMPAIGN TO RENOVATE NEW FACILITY FOR THE DALY CITY YOUTH HEALTH CENTER | $50,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA | |||||||
| 3003 OAK ROAD SUITE 130 | WALNUT CREEK | CA | 94597 | 501(C)(3) PUBLIC CHA | PURCHASE FURNITURE FOR NEW OFFICE SPACE | $20,000 | |
| LA LUZ BILINGUAL CENTER | |||||||
| 17560 GREGER STREET | SONOMA | CA | 95476 | 501(C)(3) PUBLIC CHA | UPGRADE COMPUTER LAB WITH 35 COMPUTERS AND A COMPUTER MOBILITY CART | $47,600 | |
| LATINO SERVICE PROVIDERS | |||||||
| 930 SHILOH ROAD BUILDING 40 SUITE A | WINDSOR | CA | 95492 | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,500 | |
| LAVA MAE | |||||||
| 1015 FILLMORE ST 379 | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | INSTALL DIGITAL ADVERTISING DISPLAYS FOR MOBILE HYGIENE UNITS | $30,000 | |
| LOVED TWICE | |||||||
| 4123 BROADWAY SUITE 815 | OAKLAND | CA | 94611 | 501(C)(3) PUBLIC CHA | PURCHASE TWO CELL PHONES FOR STAFF TO USE IN THE FIELD AND THREE LAPTOP COMPUTERS TO REPLACE OUTDATED EQUIPMENT | $10,000 | |
| MARIN BRAIN INJURY NETWORK (SCHURIG CENTER FOR BRAIN INJURY RECOVERY) | |||||||
| 1132 MAGNOLIA AVENUE | LARKSPUR | CA | 94939 | 501(C)(3) PUBLIC CHA | REPAIR DRY ROT AND PAINT EXTERIOR OF BUILDING | $25,000 | |
| MISSION NEIGHBORHOOD CENTERS | |||||||
| 362 CAPP STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | RENOVATE KITCHEN AT PRECITA VALLEY COMMUNITY CENTER | $40,000 | |
| NIHOMACHI LITTLE FRIENDS | |||||||
| 1830 SUTTER STREET | SAN FRANCISCO | CA | 94115 | 501(C)(3) PUBLIC CHA | REPLACE FLOORING IN PRESCHOOL CLASSROOM | $12,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET SUITE 360 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | MEMBERSHIP AND GENERAL SUPPORT | $1,750 | |
| OAKES CHILDREN'S CENTER INC | |||||||
| 1550 TREAT AVENUE | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | OAKES DOORS AND ROOF REPLACEMENT: CAPITAL PROJECTS MEETING LIFE, SAFETY, AND SEISMIC IMPROVEMENTS | $50,000 | |
| OLD SKOOL CAFE | |||||||
| 1429 MENDELL STREET | SAN FRANCISCO | CA | 94124 | 501(C)(3) PUBLIC CHA | PURCHASE AN EFFICIENT HEATING AND COOLING SYSTEM | $35,000 | |
| OUTWARD BOUND CALIFORNIA | |||||||
| THE PRESIDIO - PO BOX 29632 | SAN FRANCISCO | CA | 94129 | 501(C)(3) PUBLIC CHA | PURCHASE A PASSENGER VAN AND BOX TRAILER TO SUPPORT OUTDOOR EDUCATION COURSES FOR UNDERSERVED YOUTH | $28,000 | |
| PACIFIC SKYLINE COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 1150 CHESS DRIVE | FOSTER CITY | CA | 94404 | 501(C)(3) PUBLIC CHA | PURCHASE A PASSENGER VAN AND TRAILER TO TRANSPORT YOUTH AND EQUIPMENT IN THE SCOUTSREACH PROGRAM | $35,000 | |
| PARENT SERVICES PROJECT INC | |||||||
| 79 BELVEDERE STREET 101 | SAN RAFAEL | CA | 94901 | 501(C)(3) PUBLIC CHA | PURCHASE SIX LAPTOPS | $3,600 | |
| PEPPERWOOD FOUNDATION | |||||||
| 2130 PEPPERWOOD PRESERVE ROAD | SANTA ROSA | CA | 95404 | 501(C)(3) PUBLIC CHA | PURCHASE A UTILITY VEHICLE FOR USE IN ENVIRONMENTAL EDUCATION PROGRAMS | $45,000 | |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | 501(C)(3) PUBLIC CHA | PURCHASE INFRASTRUCTURE AND EQUIPMENT TO ESTABLISH PRIMARY CARE SERVICES IN SOUTH SAN FRANCISCO | $30,700 | |
| REACH FOR HOME | |||||||
| 443 HUDSON STREET | HEALDSBURG | CA | 95448 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL SAFETY UPGRADES, OFFICE TECHNOLOGY, AND FURNITURE | $17,500 | |
| REAL OPTIONS FOR CITY KIDS | |||||||
| 73 LELAND AVENUE | SAN FRANCISCO | CA | 94134 | 501(C)(3) PUBLIC CHA | NEW LAPTOPS FOR STAFF TO IMPLEMENT THE ORGANIZATION'S THREE-YEAR STRATEGIC PLAN | $10,000 | |
| SAN FRANCISCO COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | REFURBISH OFFICE AND VOLUNTEER TRAINING SPACE | $38,000 | |
| SAN MATEO COUNTY HEALTH FOUNDATION | |||||||
| 222 WEST 39TH AVENUE | SAN MATEO | CA | 94403 | 501(C)(3) PUBLIC CHA | PURCHASE INTRA ORAL CAMERAS AND CLOSED-CIRCUIT VIDEO DISPLAY SYSTEMS FOR DENTAL SUITES | $25,000 | |
| SAN MATEO COUNTY HISTORICAL ASSOCIATION | |||||||
| 2200 BROADWAY | REDWOOD CITY | CA | 94063 | 501(C)(3) PUBLIC CHA | SUPPORT CAPITAL CAMPAIGN TO UPDATE A GALLERY IN THE HISTORY MUSEUM | $50,000 | |
| SAN MATEO COUNTY PARKS AND RECREATION FOUNDATION | |||||||
| 1701 COYOTE POINT ROAD | SAN MATEO | CA | 94401 | 501(C)(3) PUBLIC CHA | IMPROVE STUDENT ACCESS TO HISTORY EDUCATION PROGRAMS AT THE SANCHEZ ADOBE HISTORIC SITE | $30,000 | |
| SANTA ROSA SYMPHONY ASSOCIATION | |||||||
| 50 SANTA ROSA AVE SUITE 410 | SANTA ROSA | CA | 95404 | 501(C)(3) PUBLIC CHA | SIMPLY STRINGS INSTRUMENT ACQUISITION | $6,200 | |
| SCHOLARMATCH | |||||||
| 849 VALENCIA STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) PUBLIC CHA | RENOVATE MEETING ROOMS AND WORKSPACES | $35,400 | |
| SEEDS OF AWARENESS INC | |||||||
| 7 FOURTH ST STE 46 | PETALUMA | CA | 94952 | 501(C)(3) PUBLIC CHA | PURCHASE COMPUTERS AND OTHER TECHNOLOGY NEEDED IN ORDER FOR THE ORGANIZATION TO START SERVING MEDI-CAL CLIENTS | $10,000 | |
| SILICON VALLEY EDUCATION FOUNDATION (FORMERLY ALEARN) | |||||||
| 1400 PARKMOOR AVENUE SUITE 200 | SAN JOSE | CA | 95126 | 501(C)(3) PUBLIC CHA | UPGRADE TECHNOLOGY USED BY STAFF FOR AN ACADEMIC SUPPORT PROGRAM FOR UNDERSERVED YOUTH | $14,000 | |
| SONOMA VALLEY TEEN SERVICES | |||||||
| 17440 SONOMA HIGHWAY | SONOMA | CA | 95476 | 501(C)(3) PUBLIC CHA | REPLACE THE ROOF OF TEEN SERVICES SONOMA HEADQUARTERS | $25,000 | |
| SOUTH COUNTY COMMUNITY HEALTH CENTER (RAVENSWOOD FAMILY HEALTH CENTER) | |||||||
| 1885 BAY ROAD | EAST PALO ALTO | CA | 94303 | 501(C)(3) PUBLIC CHA | SUPPORT CAPITAL CAMPAIGN TO RENOVATE AND EXPAND PEDIATRIC DENTAL WING | $40,000 | |
| SUMMER SEARCH | |||||||
| 101 HOWARD STREET SUITE 250 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | PURCHASE NEW LAPTOPS FOR COLLEGE ACCESS PROGRAM | $20,000 | |
| TAX-AID | |||||||
| 55 NEW MONTGOMERY STREET SUITE 500 | SAN FRANCISCO | CA | 94105 | 501(C)(3) PUBLIC CHA | PURCHASE LAPTOP COMPUTERS FOR USE AT FREE TAX PREPARATION SITES | $36,000 | |
| THE CUTTING BALL THEATER | |||||||
| 141 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) PUBLIC CHA | RENOVATE TWO RESTROOMS TO MAKE THEM GENDER NEUTRAL AND TO COMPLY WITH ACTOR'S GUILD REQUIREMENTS | $15,000 | |
| THE POTRERO HILL NEIGHBORHOOD HOUSE | |||||||
| 953 DE HARO ST | SAN FRANCISCO | CA | 94107 | 501(C)(3) PUBLIC CHA | REPLACE EXTERIOR SIDING OF NEIGHBORHOOD COMMUNITY CENTER | $30,000 | |
| TIDES CENTER (YOUTH ART EXCHANGE) | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | 501(C)(3) PUBLIC CHA | RENOVATE YOUTH ART EXCHNAGE'S NEW VISUAL AND PERFORMING ARTS CENTER, XSPACE, FOR HIGH SCHOOL YOUTH | $40,000 | |
| UCSF FOUNDATION | |||||||
| LOCKBOX 45339 | SAN FRANCISCO | CA | 94145 | 501(C)(3) PUBLIC CHA | REPLACEMENT OF CHAIRS AND DESKS AT THE UCSF ALLIANCE HEALTH PROJECT SERVICES CENTER | $25,000 | |
| UNITED WAY OF THE BAY AREA | |||||||
| 550 KEARNY STREET SUITE 1000 | SAN FRANCISCO | CA | 94108 | 501(C)(3) PUBLIC CHA | HONORARIUM FOR DR. MICAH WEINBERG - GENERAL OPERATING SUPPORT FOR RISE TOGETHER BAY AREA | $2,500 | |
| VIA REHABILITATION SERVICES INC | |||||||
| 2851 PARK AVENUE | SANTA CLARA | CA | 95050 | 501(C)(3) PUBLIC CHA | PURCHASE EQUIPMENT AND MAKE FACILITY UPGRADES FOR GYM AT SPECIAL NEEDS CAMP | $19,750 | |
| WOMENS AUDIO MISSION | |||||||
| 542-544 NATOMA STREET C-1 | SAN FRANCISCO | CA | 94103 | 501(C)(3) PUBLIC CHA | PURCHASE MATERIALS TO COMPLETE THE CONSTRUCTION OF A RECORDING STUDIO/TRAINING SPACE | $40,000 | |
| YOUNG IMAGINATIONS INC | |||||||
| 4340 REDWOOD HWY STE F104 | SAN RAFAEL | CA | 94903 | 501(C)(3) PUBLIC CHA | TECHNOLOGY TO IMPLEMENT ARTS PROGRAMS | $1,200 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN FRANCISCO | |||||||
| 50 CALIFORNIA STREET SUITE 650 | SAUSALITO | CA | 94965 | 501(C)(3) PUBLIC CHA | CAPITAL IMPROVEMENTS TO FACILITIES AT POINT BONITA | $40,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF SONOMA COUNTY | |||||||
| PO BOX 3506 | SANTA ROSA | CA | 95402 | 501(C)(3) PUBLIC CHA | PURCHASE AND INSTALL SECURITY UPGRADES FOR PRESCHOOL AND DOMESTIC VIOLENCE SHELTER | $30,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,811,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,191 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $811,613 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,751,903 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,755,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,755,707 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,776 | Amt |
| Net Investment Income | $7,066 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,533 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS & US TREASURIES | BondNm |
| EOY Book Value | $11,219,969 | EOYBookValueAmt |
| EOYFMV | $11,219,969 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $26,354,858 | EOYBookValueAmt |
| EOYFMV | $26,354,758 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $6,977,251 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $750 | $150 | $525 |
| INSURANCE | $4,171 | $0 | $0 |
| FILING FEES | $180 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED LIABILITY | Desc |
| Amt | $140,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $185,000 | BOYBookValueAmt |
| EOY Book Value | $45,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEES | $26,450 | $15,870 | $7,935 |
| BANK AND CUSTODY FEES | $3,187 | $3,187 | $0 |
| INVESTMENT MANAGER FEES | $170,838 | $170,838 | $0 |
| FOUNDATION MANAGEMENT FEES | $376,327 | $37,633 | $301,062 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $55,181 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |