QUEST FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- QUEST FOUNDATION (EIN 20-1844715)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349103141
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T17:13:58-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2018-11-09 | 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 | 2018-11-09 | IPDt |
| IP Tm | 11:31:26 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D4E867E5434F80FB332D59A6C493D5AB76DF01BF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $102,084,271 | 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 | $1,556,553 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $172,136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $197,428 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,026,717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,779,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,017,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,937,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,345,121 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48,942 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,125 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,821,591 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,337,752 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $201,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,175 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $181,575 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $22,230 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,230 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,929 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,465 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,859 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $391,617 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $385,617 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $156,577 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,383 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $47,272 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,727 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,385 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,599 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,753 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,894 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,908 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $882,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $457,367 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $240,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,179,145 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,336,674 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,062,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $457,367 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,577,394 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$240,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,880,385 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $526,779 | CashEOYAmt |
| Cash EOYFMV | $526,779 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,316,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,255,034 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,255,034 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $92,356 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $225,456 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $92,356 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $92,356 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $447,948 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,693,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,190,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,190,825 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,937,474 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,471,874 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,471,874 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $36,507,174 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,276,405 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,276,405 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $66,964 | OtherAssetsBOYAmt |
| Other Assets EOY | $270,998 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $270,998 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $94,195,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,084,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,084,271 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $115,507 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $87,062 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,038,798 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,881,270 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $197,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $341,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,351,305 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,309,332 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $92,844,340 | UnrestrictedBOYAmt |
| Unrestricted EOY | $99,774,939 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,844,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,774,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,195,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,084,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,844,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$240,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,171,021 | OtherIncreasesAmt |
| Subtotal | $99,774,939 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,774,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BERNSTEIN | P | $2,699,021 | $2,196,325 | $502,696 | $502,696 |
| BROWN BROTHERS HARRIMAN | P | $1,659,989 | $1,001,091 | $658,898 | $658,898 |
| DODGE & COX (CUSTODIAN SCHWAB) | P | $1,812,614 | $1,192,835 | $619,779 | $619,779 |
| JP MORGAN | P | $6,550,682 | $6,119,389 | $431,293 | $431,293 |
| JP MORGAN | D | $502,292 | $502,292 | $0 | $0 |
| MORGAN STANLEY MAIN X3194 | P | $5,514,983 | $5,130,188 | $384,795 | $384,795 |
| MORGAN STANLEY MAIN X3184 | P | $830,000 | $827,160 | $2,840 | $2,840 |
| CHARLES SCHWAB SHARF X6437 | P | $5,774,265 | $5,354,776 | $419,489 | $419,489 |
| MORGAN STANLEY CREDIT PARTNERS | P | $267,932 | $267,932 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $325,331 | $325,331 | $325,331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,345,121 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,270,380 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $91,505,610 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057596 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,592,482 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $93,157,389 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,282,786 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $92,310,900 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046395 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,068,829 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $88,202,769 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046130 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,489,548 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $86,227,706 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052066 | DistributionYr5Rt |
| Total Distribution | 0.251485 | TotalDistributionRt |
| Average Distribution | 0.050297 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $97,120,381 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,884,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48,804 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,933,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,577,394 | 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 | $48,804 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,804 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,602 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $101,602 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,798 | OverpaymentAmt |
| Applied To ES Tax | $52,798 | 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 |
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 | $180,887 | $0 | $0 |
| MYLA LARA | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | FOUNDATION MANAGER | 9.00 | $22,230 | $0 | $0 |
| JACI JERNSTEDT | ||||||||
| PO BOX 339 | DANVILLE | CA | 94526 | ASST FNDN MNGR | 2.00 | $20,873 | $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 | $93,372,210 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,863,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $363,354 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,599,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,599,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,478,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,120,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,856,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,856,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,804 | TotalTaxAmt |
| Distributable Before Adj | $4,807,215 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,807,215 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,807,215 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,577,394 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,577,394 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48,804 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,528,590 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,807,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,478,136 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,577,394 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,478,136 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,099,258 | 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 | $2,707,957 | 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 (152 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KIPP LA SCHOOLS | |||||||
| 3601 EAST FIRST STREET | LOS ANGLELES | CA | 90063 | NONE | PC | FOR OPERATIONAL SUPPORT | $150,000 |
| TEACH FOR AMERICA | |||||||
| 940 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | FOR OPERATIONAL SUPPORT | $150,000 |
| FRIENDS OF THE CHILDREN - PORTLAND | |||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | NONE | PC | FOR OPERATIONAL SUPPORT | $135,000 |
| COLLEGE TRACK | |||||||
| 112 LINDEN STREET | OAKLAND | CA | 94607 | NONE | PC | FOR OPERATIONAL SUPPORT | $118,372 |
| BRIDGE MEADOWNS | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PC | FOR OPERATIONAL SUPPORT | $100,000 |
| SAFE AND SOUND (FKA SAN FRANCISCO CHILD ABUSE PREVENTION CENTER) | |||||||
| 310 EDWARDS AVENUE | SAN JOSE | CA | 95110 | NONE | PC | FOR OPERATIONAL SUPPORT | $100,000 |
| READING PARTNERS | |||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONAL SUPPORT | $100,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | NONE | PC | FOR OPERATIONAL SUPPORT | $86,000 |
| KIPP BAY AREA | |||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 980083937 | NONE | PC | FOR OPERATIONAL SUPPORT | $75,000 |
| BOYS AND GIRLS CLUBS OF MARIN AND SOUTHERN SONOMA COUNTIES | |||||||
| 8203 SE 7TH AVE SUITE 100 | PORTLAND | OR | 97202 | NONE | PC | FOR OPERATIONAL SUPPORT | $75,000 |
| YOUTHPOWER365 | |||||||
| PO BOX 368 | MARYLHURST | OR | 97036 | NONE | PC | FOR OPERATIONAL SUPPORT | $70,000 |
| AIM HIGH FOR HIGH SCHOOL | |||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 941410715 | NONE | PC | FOR OPERATIONAL SUPPORT | $70,000 |
| UJIMA FAMILY RECOVERY SERVICES | |||||||
| 1901 CHURCH LANE | SAN PABLO | CA | 94806 | NONE | PC | FOR OPERATIONAL SUPPORT | $70,000 |
| LIGHTHOUSE COMMUNITY CHARTER | |||||||
| 806 SW BROADWAY SUITE 300 | PORTLAND | OR | 97205 | NONE | PC | FOR OPERATIONAL SUPPORT | $65,000 |
| LIGHTHOUSE COMMUNITY CHARTER SCHOOL | |||||||
| 444 HEGENBERGER RD | OAKLAND | CA | 94621 | NONE | PC | FOR OPERATIONAL SUPPORT | $65,000 |
| PEER HEALTH EXCHANGE | |||||||
| 70 GOLD STREET | SAN FRANCISCO | CA | 94133 | NONE | PC | FOR OPERATIONAL SUPPORT | $63,860 |
| SUPER STARS LITERACY | |||||||
| 101 HOWARD STREET SUITE 250 | SAN FRANCISCO | CA | 94105 | NONE | PC | FOR OPERATIONAL SUPPORT | $60,000 |
| DOVETAIL LEARNING | |||||||
| 825 GRAVENSTEIN HWY NORTH SUITE 2 | SEBASTOPOL | CA | 95472 | NONE | PC | FOR OPERATIONAL SUPPORT | $60,000 |
| SUPER STARS LITERACY | |||||||
| 101 HOWARD STREET SUITE 250 | SAN FRANCISCO | CA | 94105 | NONE | PC | FOR OPERATIONAL SUPPORT | $60,000 |
| BIG SKY YOUTH EMPOWERMENT | |||||||
| PO BOX 6757 | BOZEMAN | MT | 59771 | NONE | PC | FOR OPERATIONAL SUPPORT | $55,775 |
| CHALLENGE DAY | |||||||
| 2520 STANWELL DRIVE SUITE 160 | CONCORD | CA | 94520 | NONE | PC | FOR OPERATIONAL SUPPORT | $55,206 |
| FIRST GRADUATE | |||||||
| 3130 20TH ST SUITE 275 | SAN FRANCISCO | CA | 94110 | NONE | PC | FOR OPERATIONAL SUPPORT | $55,000 |
| PARTNERSHIP FOR LA SCHOOLS | |||||||
| 1004 FARNAM STREET SUITE 200 | OMAHA | NE | 68102 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 21748 | OAKLAND | CA | 94602 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| SCHOOL OF IMAGINATION | |||||||
| 9801 DUBLIN BLVD | DUBLIN | CA | 94568 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| HUCKLEBERRY YOUTH PROGRAMS | |||||||
| 3310 GEARY BLVD | SAN FRANCISCO | CA | 94118 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| CHILD ADVOCATES OF SILICON VALLEY | |||||||
| 2511 NUMA WATSON ROAD | SEASIDE | CA | 93955 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| ACE CHARTER SCHOOL | |||||||
| 1100 SHASTA AVENUE 250 | SAN JOSE | CA | 951262621 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| EL SISTEMA | |||||||
| PO BOX 1436 | BEND | OR | 97709 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| ELEVATE OREGON | |||||||
| 4916 NE 122ND AVE | PORTLAND | OR | 97230 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| CENTER FOR EARLY INTERVENTION ON DEAFNESS | |||||||
| CEID 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| COLLEGE SUMMIT | |||||||
| 1215 UNIVERSITY OF OREGON | EUGUNE | OR | 974031215 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| YOUTH ENRICHMENT STRATEGIES (YES) | |||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| URBAN PREP ACADEMIES | |||||||
| 420 N WABASH SUITE 300 | CHICAGO | IL | 60611 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 |
| LINCOLN PARK ZOO | |||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | FOR OPERATIONAL SUPPORT | $49,800 |
| THE ATHENIAN SCHOOL | |||||||
| 2100 MT DIABLO SCENIC BLVD | DANVILLE | CA | 945062002 | NONE | PC | FOR OPERATIONAL SUPPORT | $48,765 |
| PLAYWORKS NORTHERN CALIFORNIA | |||||||
| 650 5TH STREET SUITE 311 | SAN FRANCISCO | CA | 94107 | NONE | PC | FOR OPERATIONAL SUPPORT | $45,000 |
| DE LA SALLE NORTH CATHOLIC HIGH SCHOOL | |||||||
| 7528 NORTH FENWICK AVENUE | PORTLAND | OR | 97217 | NONE | PC | FOR OPERATIONAL SUPPORT | $45,000 |
| FRESH LIFELINES FOR YOUTH | |||||||
| 40000 VALLEY OF THE FALLS DR | FOREST FALLS | CA | 92339 | NONE | PC | FOR OPERATIONAL SUPPORT | $44,000 |
| ROCKETSHIP EDUCATION | |||||||
| 350 TWIN DOLPHIN DRIVE SUITE 109 | REDWOOD CITY | CA | 94065 | NONE | PC | FOR OPERATIONAL SUPPORT | $42,000 |
| CRISTO REY SAN JOSE | |||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | PC | FOR OPERATIONAL SUPPORT | $42,000 |
| ENVISION EDUCATION | |||||||
| 111 MYRTLE STREET SUITE 203 | OAKLAND | CA | 94607 | NONE | PC | FOR OPERATIONAL SUPPORT | $42,000 |
| DISCOVERY COUNSELING CENTER | |||||||
| 115A TOWN AND COUNTRY DRIVE | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 |
| LIGHTHOUSE COMMUNITY CENTER CHARTER SCHOOL | |||||||
| 806 SW BROADWAY SUITE 300 | PORTLAND | OR | 97205 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 |
| JUMA VENTURES | |||||||
| 131 STEUART STREET SUITE 201 | SAN FRANCISCO | CA | 94105 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 |
| WORLDREADER | |||||||
| 2030 1ST AVENUE SUITE 100 | SEATTLE | WA | 98121 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 |
| OFF THE STREET CLUB | |||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 |
| GIRLVENTURES | |||||||
| 3543 18TH STREET SUITE 18 | SAN FRANCISCO | CA | 94110 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 |
| THERE WITH CARE OF THE BAY AREA | |||||||
| 3475 EDISON WAY SUITE H | MENLO PARK | CA | 94025 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 |
| TEEN ESTEEM | |||||||
| PO BOX 966 | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 |
| VIDA VERDE NATURE EDUCATION | |||||||
| 3540 LA HONDA ROAD | SAN GREGORIO | CA | 94074 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 |
| THE MINDFUL PROJECT | |||||||
| 350 NINTH AVENUE | SAN FRANCISCO | CA | 94118 | NONE | PC | FOR OPERATIONAL SUPPORT | $40,000 |
| UPWARD ROOTS | |||||||
| 270 GRAND AVENUE SUITE 1 | OAKLAND | CA | 94610 | NONE | PC | FOR OPERATIONAL SUPPORT | $38,500 |
| EAST OAKLAND YOUTH DEVELOPMENT CENTER | |||||||
| 8200 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94621 | NONE | PC | FOR OPERATIONAL SUPPORT | $38,000 |
| PARENTING NOW | |||||||
| 1121 SW SALMON STREET SUITE 200 | PORTLAND | OR | 97205 | NONE | PC | FOR OPERATIONAL SUPPORT | $37,222 |
| BUILD | |||||||
| 2385 BAY ROAD | REDWOOD CITY | CA | 94063 | NONE | PC | FOR OPERATIONAL SUPPORT | $35,000 |
| MONTEREY JAZZ FESTIVAL | |||||||
| PO BOX JAZZ | MONTEREY | CA | 93942 | NONE | PC | FOR OPERATIONAL SUPPORT | $35,000 |
| COLLEGESPRING | |||||||
| 145 NATOMA STREET FLOOR 3 | SAN FRANCISCO | CA | 94105 | NONE | PC | FOR OPERATIONAL SUPPORT | $35,000 |
| MELROSE LEADERSHIP ACADEMY | |||||||
| 4730 FLEMING AVENUE | OAKLAND | CA | 94619 | NONE | PC | FOR OPERATIONAL SUPPORT | $35,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 15400 MONTALVO ROAD PO BOX 158 | SARATOGA | CA | 95070 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,800 |
| ENVISION EDUCATION | |||||||
| 111 MYRTLE STREET SUITE 203 | OAKLAND | CA | 94607 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,750 |
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 751 | PORTLAND | OR | 972070751 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,197 |
| ROOSEVELT MIDDLE SCHOOL | |||||||
| 1926 E 19TH ST | OAKLAND | CA | 94606 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,018 |
| JUMPSTART | |||||||
| 65 BATTERY STREET 2ND FLOOR | SAN FRANCISCO | CA | 94111 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 |
| MONTEREY JAZZ FESTIVAL | |||||||
| PO BOX JAZZ | MONTEREY | CA | 93942 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 |
| BAY AREA CRISIS NURSERY | |||||||
| 1506 MENDOCINO DRIVE | CONCORD | CA | 94521 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 |
| ASSISTANCE LEAGUE OF DIABLO VALLEY | |||||||
| 2711 BUENA VISTA AVENUE | WALNUT CREEK | CA | 94597 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 |
| SPECIAL OLYMPICS NORTHERN CA | |||||||
| 555 DE HARO STREET SUITE 330 | SAN FRANCISCO | CA | 94107 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 |
| BOYS AND GIRLS CLUBS OF THE PENINSULA | |||||||
| 1301 ALHAMBRA AVENUE | MARTINEZ | CA | 94553 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 |
| THE BAY AREA URBAN NETWORK | |||||||
| 2100 MT DIABLO SCENIC BLVD | DANVILLE | CA | 945062002 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 |
| GRIEF'S JOURNEY FKA TED E BEAR HOLLOW | |||||||
| PO BOX 9555 | KALISPELL | MT | 59904 | NONE | PC | FOR OPERATIONAL SUPPORT | $29,120 |
| URBAN INITIATIVES | |||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 60661 | NONE | PC | FOR OPERATIONAL SUPPORT | $28,135 |
| ST JOSEPH THE PROVIDER SCHOOL | |||||||
| 1125 TURIN AVE | YOUNGSTOWN | OH | 44510 | NONE | PC | FOR OPERATIONAL SUPPORT | $27,900 |
| SAN LEANDRO BOYS AND GIRLS CLUBS | |||||||
| 401 MARINA BOULEVARD PO BOX 234 | SAN LEANDRO | CA | 94577 | NONE | PC | FOR OPERATIONAL SUPPORT | $27,560 |
| MERCY HOUSING | |||||||
| PO BOX 1473 | LOS ALTOS | CA | 94023 | NONE | PC | FOR OPERATIONAL SUPPORT | $27,500 |
| SPRINGBOARD COLLABORATIVE | |||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | FOR OPERATIONAL SUPPORT | $26,774 |
| ASSISTANCE LEAGUE OF OMAHA | |||||||
| 3569 LEAVENWORTH | OMAHA | NE | 681051907 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| GAME THEORY ACADEMY | |||||||
| 337 17TH ST 101 | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| OPEN MEADOW ALTERNATIVE | |||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| CANTARE CON VIVO | |||||||
| 1611 TELEGRAPH AVE SUITE 801 | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| KINDERING | |||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 980083937 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| MEDIA ENTERPRISE ALLIANCE-OAKLAND PUBLIC ED FUND | |||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| COLLEGE IS REAL INC | |||||||
| 500 HARTZ AVE SUITE 200 | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| CHILDHAVEN | |||||||
| 316 BROADWAY | SEATTLE | WA | 98122 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| COMMUNITY SCHOOL FOR CREATIVE EDUCATION | |||||||
| 1000 N ALAMEDA SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| MT DIABLO UNIFIEDCROSSROADS HS | |||||||
| 2701 WILLOW PASS ROAD | CONCORD | CA | 94519 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| SAN FRANCISCO CASA | |||||||
| 2211 NE 139TH ST PO BOX 5245 | VANCOUVER | WA | 98686 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| ASSISTANCE LEAGUE OF OMAHA | |||||||
| 3569 LEAVENWORTH | OMAHA | NE | 681051907 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| GIANT STEPS THERAPEUTIC EQUESTRIAN CTR | |||||||
| PO BOX 4855 | PETALUMA | CA | 949554855 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| BIG BROTHER BIG SISTER BAY AREA | |||||||
| 9520 FERGUSON AVE | SAVANNAH | GA | 31406 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| CASA COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY | |||||||
| P O BOX 1418 | KENWOOD | CA | 95452 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| COMPASS FAMILY SERVICES | |||||||
| 49 POWELL STREET 3RD FLOOR | SAN FRANCISCO | CA | 94102 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| THE LAUREL SCHOOL | |||||||
| 350 NINTH AVENUE | SAN FRANCISCO | CA | 94118 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| ZSHARP | |||||||
| 564 MARKET STREET SUITE 623 | SAN FRANCISCO | CA | 94104 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| WHEEL TO WALK FOUNDATION | |||||||
| PO BOX 20146 | PORTLAND | OR | 97294 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| KINDERING | |||||||
| 16120 NE 8TH STREET | BELLEVUE | WA | 980083937 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 |
| FIT KIDS FOUNDATION | |||||||
| 2682 MIDDLEFIELD ROAD UNIT P | REDWOOD CITY | CA | 94063 | NONE | PC | FOR OPERATIONAL SUPPORT | $24,000 |
| REDLANDS SYMPHONY ASSOCIATION | |||||||
| 1200 E COLTON AVE PO BOX 3080 | REDLANDS | CA | 92373 | NONE | PC | FOR OPERATIONAL SUPPORT | $23,331 |
| ASANTE AFRICA FESTIVAL | |||||||
| 3925 BOHANNON DRIVE SUITE 300 | MENLO PARK | CA | 94025 | NONE | PC | FOR OPERATIONAL SUPPORT | $23,000 |
| ST FRANCIS CENTER OF REDWOOD CITY | |||||||
| 155 NORTH OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 900264641 | NONE | PC | FOR OPERATIONAL SUPPORT | $22,000 |
| CASA OF SAN MATEO COUNTY | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 139 | REDWOOD CITY | CA | 94065 | NONE | PC | FOR OPERATIONAL SUPPORT | $21,920 |
| MONTALVO ARTS CENTER | |||||||
| 15400 MONTALVO ROAD PO BOX 158 | SARATOGA | CA | 95070 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,489 |
| PEOPLE'S MUSIC SCHOOL | |||||||
| 931 W EASTWOOD AVE | CHICAGO | IL | 60640 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| DIABLO BALLET | |||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| THE ART OF YOGA | |||||||
| PO BOX 966 | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| OAKLAND CHILDREN'S FAIRYLAND | |||||||
| P O BOX 7217 1203 HWY 2 WEST STE 31 | KALISPELL | MT | 59904 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| LIVING YOGA | |||||||
| 5100 SW MACADAM SUITE 360 | PORTLAND | OR | 97239 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| OAKLAND SCHOOL FOR THE ARTS | |||||||
| 530 18TH STREET | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| REACH FOR THE FUTURE | |||||||
| PO BOX 30851 | SPOKANE | WA | 99223 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| REGENTS OF THE UNIVERSITY OF CACAL PERFORMANCES | |||||||
| 1200 E COLTON AVE PO BOX 3080 | REDLANDS | CA | 92373 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| SEANY FOUNDATION | |||||||
| 9801 DUBLIN BLVD | DUBLIN | CA | 94568 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| THE FIRST TEE OF OAKLAND | |||||||
| 11425 GOLF LINKS RD | OAKLAND | CA | 94605 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| LEAP THERAPEUTIC WILDERNESS ADVENTURES | |||||||
| 806 SW BROADWAY SUITE 300 | PORTLAND | OR | 97205 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| NATURAL HIGH | |||||||
| 1970 BROADWAY | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 |
| FUGEES FAMILY INC | |||||||
| PO BOX 388 | SCOTTDALE | GA | 30079 | NONE | PC | FOR OPERATIONAL SUPPORT | $19,253 |
| EAST BAY INNOVATION ACADEMY | |||||||
| 3400 MALCOLM AVE | OAKLAND | CA | 94605 | NONE | PC | FOR OPERATIONAL SUPPORT | $18,000 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 21748 | OAKLAND | CA | 94602 | NONE | PC | FOR OPERATIONAL SUPPORT | $17,920 |
| RELIEF NURSERY | |||||||
| 1631 MARALISA CT | LIVERMORE | CA | 94551 | NONE | PC | FOR OPERATIONAL SUPPORT | $17,500 |
| STEP UP | |||||||
| 1615 SW FIFTH AVENUE | PORTLAND | OR | 97201 | NONE | PC | FOR OPERATIONAL SUPPORT | $17,384 |
| PARTNERSHIP 4 KIDS | |||||||
| 1004 FARNAM STREET SUITE 200 | OMAHA | NE | 68102 | NONE | PC | FOR OPERATIONAL SUPPORT | $17,000 |
| PARTNERSHIP 4 KIDS | |||||||
| 1004 FARNAM STREET SUITE 200 | OMAHA | NE | 68102 | NONE | PC | FOR OPERATIONAL SUPPORT | $17,000 |
| PARTNERS FORE GOLFTHE FIRST TEE | |||||||
| 2843 HOPYARD RD SUITE 143 | PLEASANTON | CA | 94588 | NONE | PC | FOR OPERATIONAL SUPPORT | $16,800 |
| GATE ACADEMY | |||||||
| 1 ST VINCENT DRIVE | SAN RAFAEL | CA | 94903 | NONE | PC | FOR OPERATIONAL SUPPORT | $16,192 |
| ALAMEDA EDUCATION FOUNDATION | |||||||
| PO BOX 1363 | ALAMEDA | CA | 94501 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,800 |
| HOPE ACADEMY VIZAG | |||||||
| 2500 ROAD 20 | SAN PABLO | CA | 94806 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,544 |
| ST ELIZABETH ELEMENTARY | |||||||
| 155 NORTH OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 900264641 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,000 |
| MIND BODY AWARENESS | |||||||
| 1999 BROADWAY SUITE 1000 | DENVER | CO | 80202 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,000 |
| CRADLES TO CRAYONS | |||||||
| 2151 SALVIO ST SUITE 295 | WALNUT CREEK | CA | 94520 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,000 |
| METROPOLITAN FAMILY SERVICE | |||||||
| 1999 BROADWAY SUITE 1000 | DENVER | CO | 80202 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,000 |
| SALESIAN BOYS AND GIRLS' CLUB | |||||||
| 1516 33RD AVE | OAKLAND | CA | 94601 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,000 |
| COACHING CORPS | |||||||
| 230 JONES ST | SAN FRANCISCO | CA | 94102 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,000 |
| WILSON ELEMENTARY | |||||||
| 629 42ND STREET | RICHMOND | CA | 94805 | NONE | PC | FOR OPERATIONAL SUPPORT | $14,976 |
| THE HIDDEN GENIUS | |||||||
| 11425 GOLF LINKS RD | OAKLAND | CA | 94605 | NONE | PC | FOR OPERATIONAL SUPPORT | $14,000 |
| OAKLAND PUBLIC ED FUND - URBAN PROMISE ACADEMY | |||||||
| 360 GRAND AVE PMB64 | OAKLAND | CA | 94610 | NONE | PC | FOR OPERATIONAL SUPPORT | $12,647 |
| CAMP PHOENIX | |||||||
| 2566 ST MARYS AVENUE | OMAHA | NE | 68105 | NONE | PC | FOR OPERATIONAL SUPPORT | $12,500 |
| URBAN MONTESSORI CHARTER SCHOOL | |||||||
| 5328 BRANN STREET | OAKLAND | CA | 94619 | NONE | PC | FOR OPERATIONAL SUPPORT | $12,210 |
| ASPIRE EDUCATION PROJECT | |||||||
| 337 17TH ST SUITE 217 | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONAL SUPPORT | $11,500 |
| CROSSROADS MINISTRIES | |||||||
| 502 N MAIN STREET POBOX 191 | GOLDFIELD | IA | 50542 | NONE | PC | FOR OPERATIONAL SUPPORT | $10,000 |
| CHAPTER 510 INK | |||||||
| 2520 STANWELL DRIVE SUITE 160 | CONCORD | CA | 94520 | NONE | PC | FOR OPERATIONAL SUPPORT | $10,000 |
| GIRL UP UN FOUNDATION | |||||||
| 1750 PENNSYLVANIA AVE SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | FOR OPERATIONAL SUPPORT | $10,000 |
| ROSES IN CONCRETE COMMUNITY SCHOOL | |||||||
| 551 STEELE STREET | OAKLAND | CA | 94619 | NONE | PC | FOR OPERATIONAL SUPPORT | $9,181 |
| VOICES OF HOPE LINCOLN | |||||||
| 2545 N ST | LINCOLN | NE | 68510 | NONE | PC | FOR OPERATIONAL SUPPORT | $7,752 |
| SERAFIC FIRE | |||||||
| 9801 DUBLIN BLVD | DUBLIN | CA | 94568 | NONE | PC | FOR OPERATIONAL SUPPORT | $7,500 |
| CONTRA COSTA KOPS FOR KIDS | |||||||
| 1430 WILLOW PASS ROAD SUITE 130 | CONCORD | CA | 94520 | NONE | PC | FOR OPERATIONAL SUPPORT | $7,500 |
| THE FIRST TEE OF MONTEREY COUNTY | |||||||
| 945 S SALINAS STREET STE 210 | SALINAS | CA | 93901 | NONE | PC | FOR OPERATIONAL SUPPORT | $7,000 |
| RHYTHMIX CULTURAL WORKS | |||||||
| 2513 BLANDING AVENUE | ALAMEDA | CA | 94501 | NONE | PC | FOR OPERATIONAL SUPPORT | $6,987 |
| NEW DAY FOR CHILDREN | |||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97294 | NONE | PC | FOR OPERATIONAL SUPPORT | $6,935 |
| FRIENDS OF THE CHILDREN NY | |||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | NONE | PC | FOR OPERATIONAL SUPPORT | $3,979 |
| RHYTHMIX CULTURAL WORKS | |||||||
| 2513 BLANDING AVENUE | ALAMEDA | CA | 94501 | NONE | PC | FOR OPERATIONAL SUPPORT | $3,658 |
| COMPLETELY KIDS | |||||||
| 2566 ST MARYS AVENUE | OMAHA | NE | 68105 | NONE | PC | FOR OPERATIONAL SUPPORT | $2,718 |
| CHILDREN'S HOME AND AID | |||||||
| 125 S WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | NONE | PC | FOR OPERATIONAL SUPPORT | $35,000 |
| RANCHO CIELO | |||||||
| 710 OLD STGE RD PO BOX 6948 | SALINAS | CA | 93912 | NONE | PC | FOR OPERATIONAL SUPPORT | $27,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,336,674 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NEW LEADERS | ||||||||
| 505 14TH ST SUITE 250 | OAKLAND | CA | 94612 | NONE | PC | FOR OPERATIONAL SUPPORT | $125,000 | |
| BAY AREA COMMUNITY RESOURCES | ||||||||
| 3219 PIERCE ST | RICHMOND | CA | 94804 | NONE | PC | FOR OPERATIONAL SUPPORT | $80,500 | |
| DOWN SYNDROME CONNECTION OF THE BAY AREA | ||||||||
| 101-J TOWN AND COUNTRY DR | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $75,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF OMAHA | ||||||||
| 620 S 38TH AVE | OMAHA | NE | 68105 | NONE | PC | FOR OPERATIONAL SUPPORT | $75,000 | |
| FRESH LIFELINES FOR YOUTH (FLY) | ||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PC | FOR OPERATIONAL SUPPORT | $66,000 | |
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| KIDS' COUNTRY | ||||||||
| 120A TOWN AND COUNTRY DR | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| PO BOX 21748 | OAKLAND | CA | 94602 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| DISCOVERY COUNSELING CENTER | ||||||||
| 115A TOWN AND COUNTRY DRIVE | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DRIVE GOLDEN | SAN FRANCISCO | CA | 94118 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | GATE PARK |
| EL SISTEMA USASALINAS | ||||||||
| 820 PARK ROW 672 | SALINAS | CA | 93901 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | ||||||||
| 1055 WILSHIRE BLVD STE 1850 | LOS ANGELES | CA | 90017 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| THE FIELD MUSEUM | ||||||||
| 1400 SOUTH LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | FOR OPERATIONAL SUPPORT | $50,000 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | FOR OPERATIONAL SUPPORT | $49,800 | |
| TECH EXCHANGE | ||||||||
| 940 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | FOR OPERATIONAL SUPPORT | $45,000 | |
| URBAN INITIATIVES | ||||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 60661 | NONE | PC | FOR OPERATIONAL SUPPORT | $45,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| PO BOX 21748 | OAKLAND | CA | 94602 | NONE | PC | FOR OPERATIONAL SUPPORT | $45,000 | |
| COLLEGE IS REAL INC | ||||||||
| 500 HARTZ AVE SUITE 200 | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $35,000 | |
| UC BERKELEY HASS SCHOOL BOOST | ||||||||
| 2001 ADDISON ST | BERKELEY | CA | 94704 | NONE | PC | FOR OPERATIONAL SUPPORT | $35,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| PO BOX 21748 | OAKLAND | CA | 94602 | NONE | PC | FOR OPERATIONAL SUPPORT | $32,500 | |
| TANDEM PARTNERS IN EARLY LEARNING | ||||||||
| 1275 FAIRFAX AVE SUITE 201 | SAN FRANCISCO | CA | 94124 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 | |
| SANFORD RESEARCHUSD | ||||||||
| 2301 EAST 60TH STREET NORTH | SIOUX FALLS | SD | 57104 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 | |
| FOREST HOME MINISTRIES | ||||||||
| 40000 VALLEY OF THE FALLS DR | FOREST FALLS | CA | 92339 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 | |
| MCCALLUM THEATRE | ||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 | |
| DE MARILLAC ACADEMY | ||||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | FOR OPERATIONAL SUPPORT | $30,000 | |
| BOYS AND GIRLS CLUBS OF NAPA VALLEY | ||||||||
| 1515 PUEBLO AVENUE | NAPA | CA | 94558 | NONE | PC | FOR OPERATIONAL SUPPORT | $29,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CA | ||||||||
| 65 BATTERY STREET 2ND FLOOR | SAN FRANCISCO | CA | 94111 | NONE | PC | FOR OPERATIONAL SUPPORT | $28,175 | |
| SAINT IGNATIUS COLLEGE PREPARATORY | ||||||||
| 1516 33RD AVE | OAKLAND | CA | 94601 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| SANTA BARBARA EDUCATION FOUNDATION-THE ACADEMY AT DOS PUEBLOS HIGH SCHOOL | ||||||||
| 1330 STATE STREET SUITE 201 | SANTA BARBARA | CA | 93101 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| FAMILY SUPPORT SERVICES | ||||||||
| 18907 PORTLAND AVENUE | GLADSTONE | OR | 97207 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| MONTALVO ARTS CENTER | ||||||||
| 15400 MONTALVO ROAD PO BOX 158 | SARATOGA | CA | 95070 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| ROSES IN CONCRETE COMMUNITY SCHOOL | ||||||||
| 551 STEELE STREET | OAKLAND | CA | 94619 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| OAKLAND CHILDREN'S FAIRYLAND INC | ||||||||
| 699 BELLEVUE AVENUE | OAKLAND | CA | 94610 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| SENECA FAMILY OF AGENCIES | ||||||||
| 9801 DUBLIN BLVD | DUBLIN | CA | 94568 | NONE | PC | FOR OPERATIONAL SUPPORT | $25,000 | |
| MONTALVIN MANOR ELEMENTARY SCHOOL | ||||||||
| 300 CHRISTINE DRIVE | SAN PABLO | CA | 94806 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,900 | |
| DIABLO BALLET | ||||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| ST ANNE'S | ||||||||
| 155 NORTH OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 900264641 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| MINDFUL SCHOOLS | ||||||||
| 3700 EAST 12TH STREET SUITE 3B | OAKLAND | CA | 94601 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| BAY AREA WOMEN'S SPORTS INITIATIVE | ||||||||
| 1922 THE ALAMEDA SUITE 420 | SAN JOSE | CA | 95126 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| EAST BAY ASIAN YOUTH CENTER | ||||||||
| 2725 CALIFORNIA STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| REGENTS OF UNIVERSITY OF CACAL PERFORMANCES | ||||||||
| 101 ZELLERBACH HALL 4800 UNIVERSITY | BERKELEY | CA | 94720 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | OF CALIFORNIA |
| THE RUTH BANCROFT GARDEN | ||||||||
| 1552 BANCROFT RD | WALNUT CREEK | CA | 94598 | NONE | PC | FOR OPERATIONAL SUPPORT | $20,000 | |
| SALMON CREEK HOSPITAL FOUNDATION | ||||||||
| 2211 NE 139TH ST PO BOX 5245 | VANCOUVER | WA | 98686 | NONE | PC | FOR OPERATIONAL SUPPORT | $18,460 | |
| ALTERNATIVES IN ACTION | ||||||||
| 3666 GRAND AVE SUITE A | OAKLAND | CA | 94610 | NONE | PC | FOR OPERATIONAL SUPPORT | $16,721 | |
| TEEN SUCCESS | ||||||||
| PO BOX 966 | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $15,000 | |
| LA ESCUALITA | ||||||||
| 125 RAILROAD AVE S-203 | DANVILLE | CA | 94526 | NONE | PC | FOR OPERATIONAL SUPPORT | $13,105 | |
| NEW DAY FOR CHILDREN | ||||||||
| 7780 SW CAPITOL HWY | PORTLAND | OR | 97294 | NONE | PC | FOR OPERATIONAL SUPPORT | $10,065 | |
| THE FIRST TEE OF MONTEREY COUNTY | ||||||||
| 945 S SALINAS STREET STE 210 | SALINAS | CA | 93901 | NONE | PC | FOR OPERATIONAL SUPPORT | $10,000 | |
| WOMEN'S CENTER FOR ADVANCEMENT | ||||||||
| 222 SOUTH 29TH STREET | OMAHA | NE | 68131 | NONE | PC | FOR OPERATIONAL SUPPORT | $10,000 | |
| OAKLAND PUBLIC ED FUND - URBAN PROMISE ACADEMY | ||||||||
| 360 GRAND AVE PMB64 | OAKLAND | CA | 94610 | NONE | PC | FOR OPERATIONAL SUPPORT | $8,535 | |
| HEALTHY MOVES | ||||||||
| 115 W 8TH AVENUE SUITE 216 | EUGENE | OR | 97401 | NONE | PC | FOR OPERATIONAL SUPPORT | $5,000 | |
| RHYTHMIX CULTURAL WORKS | ||||||||
| 2513 BLANDING AVENUE | ALAMEDA | CA | 94501 | NONE | PC | FOR OPERATIONAL SUPPORT | $3,315 | |
| RANCHO CIELO | ||||||||
| 710 OLD STGE RD PO BOX 6948 | SALINAS | CA | 93912 | NONE | PC | FOR OPERATIONAL SUPPORT | $38,877 | |
| CHILDREN'S HOME AND AID | ||||||||
| 125 S WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | NONE | PC | FOR OPERATIONAL SUPPORT | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,835,953 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,136 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,026,717 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,017,243 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,265,038 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,265,038 | 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 | $1,556,553 | 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 | USMV 10,870 SHARES | NoncashPropertyDesc |
| Fair Market Value | $1,411,553 | FairMarketValueAmt |
| Received | 2017-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $46,929 | Amt |
| Net Investment Income | $23,465 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,859 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BONDS - DODGE & COX | $8,179,933 | $8,179,933 |
| BOND FUNDS - BROWN BROTHERS HARRIMAN | $6,147,193 | $6,147,193 |
| BONDS - MS MAIN | $5,893,194 | $5,893,194 |
| BOND FUNDS - SCHARF #11550 | $251,554 | $251,554 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - BERNSTEIN | $6,038,330 | $6,038,330 |
| CORPORATE STOCK - JP MORGAN | $1,573,077 | $1,573,077 |
| CORPORATE STOCK - MS CASH ALTER | $7,597,427 | $7,597,427 |
| CORPORATE STOCK - SCHARF #11550 | $11,688,180 | $11,688,180 |
| CORPORATE STOCK - MS #18331 | $840,388 | $840,388 |
| CORPORATE STOCK - BROWN BROTHER HARRISMAN | $9,453,423 | $9,453,423 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCK FUNDS - DODGE & COX | FMV | $16,987,629 | $16,987,629 |
| STOCK FUNDS - BERNSTEIN | FMV | $11,267,850 | $11,267,850 |
| MORGAN STANLEY ALTERNATIVE INVESTMENTS | FMV | $585,889 | $585,889 |
| REAL ESTATE INCOME FUND - BROWN BROTHERS | FMV | $541,024 | $541,024 |
| EQUITY FUNDS - JP MORGAN | FMV | $8,455,284 | $8,455,284 |
| EQUITY FUNDS - DODGE & COX, SCHWAB | FMV | $1,613,159 | $1,613,159 |
| REAL ESTATE INCOME FUND - MS CASH ALTER | FMV | $575,932 | $575,932 |
| EQUITY FUND - MS #012231 | FMV | $791,836 | $791,836 |
| REAL ESTATE INCOME FUND - BERSTEIN | FMV | $457,802 | $457,802 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $66,964 | $97,932 | $97,932 |
| SECURITIES SOLD RECEIVABLE | $0 | $173,066 | $173,066 |
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 | $1,561 | $0 | $0 |
| INSURANCE | $2,002 | $0 | $2,002 |
| AUTO EXPENSE | $166 | $0 | $0 |
| TELEPHONE | $2,919 | $0 | $660 |
| MISCELLANEOUS | $246 | $0 | $246 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO INCOME | Desc |
| Revenue And Expenses Per Books | $48,942 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,942 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $7,171,021 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED TAXES | Desc |
| BOY Book Value | $197,000 | BOYBookValueAmt |
| EOY Book Value | $341,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $385,617 | $385,617 | $0 |
| OTHER PROFESSIONAL FEES | $6,000 | $0 | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX ON NET INVESTMENT INCOME | $144,000 | $0 | $0 |
| STATE FILING FEES PAID | $10 | $0 | $10 |
| FOREIGN TAXES PAID | $12,567 | $23,383 | $0 |