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JOHN PRITZKER FAMILY FUND: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JOHN PRITZKER FAMILY FUND (EIN 30-0039815)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349103191
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T15:28:36-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEILER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1THREE LAGOON DR STE 400AddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94065ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300039815EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LISA & JOHN PRITZKER FAMILY FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOHN GREENEInCareOfNm
Business Name ControlLISABusinessNameControlTxt
Phone6503654646PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1THREE LAGOON DRIVE SUITE 400AddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94065ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN PRITZKERPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone6503654646PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNN A MCGOVERNPreparerPersonNm
PTINP00739991PTIN
Phone6503654646PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.97.82.67IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id94293920183195000015FederalOriginalSubmissionId
Federal Original Submission Id2018-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA7F7801D69E9CEDE7BB7EC534C0995D0DC5B7925AtSubmissionCreationDeviceId
At Submission Filing Device IdF7B001CA836F0CC57104F89B2CFF1C746931D082AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,850,909FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$530InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$530InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$100,146DividendsRevAndExpnssAmt
Dividends Net Invst Incm$100,146DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$299,120GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$299,120GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$57,333NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$6,451NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,023,201GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,561OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,561OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$396,906TotalRevAndExpnssAmt
Total Net Invst Incm$403,357TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$374,719CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$367,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$31,224OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$29,306OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$44,804PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$44,777PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$28,251LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$26,640LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$51,815AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,907AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$31,908AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$111,932OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$100,231OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$21,460TaxesRevAndExpnssAmt
Taxes Net Invst Incm$145TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$21,063TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$246,873DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$229,013DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$11,157TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$11,292TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$153,404OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$129,108OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$12,827OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,075,639TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$378,173TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$645,544TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,089,240ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,846,199ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,164,879TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$378,173TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$45,491,743TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,767,973ExcessRevenueOverExpensesAmt
Net Investment Income$25,184NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$19,283,356SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$767,517SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$767,517SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$43,429PrepaidExpensesBOYAmt
Prepaid Expenses EOY$34,580PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$34,580PrepaidExpensesEOYFMVAmt
Corporate Bonds BOY$682,747CorporateBondsBOYAmt
Corporate Bonds EOY$2,736,084CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,737,975CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$13,959,840LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$335,658OtherInvestmentsBOYAmt
Other Investments EOY$320,373OtherInvestmentsEOYAmt
Other Investments EOYFMV$303,457OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$58,464LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$51,515LandBldgEquipAccumDeprecAmt
Land BOY$22,624LandBOYAmt
Land EOY$6,949LandEOYAmt
Land EOYFMV$6,948LandEOYFMVAmt
Other Assets BOY$33,527OtherAssetsBOYAmt
Other Assets EOY$432OtherAssetsEOYAmt
Other Assets EOYFMV$432OtherAssetsEOYFMVAmt
Total Assets BOY$34,361,181TotalAssetsBOYAmt
Total Assets EOY$3,865,935TotalAssetsEOYAmt
Total Assets EOYFMV$3,850,909TotalAssetsEOYFMVAmt
Accounts Payable BOY$26,689AccountsPayableBOYAmt
Accounts Payable EOY$28,066AccountsPayableEOYAmt
Grants Payable BOY$29,870,796GrantsPayableBOYAmt
Grants Payable EOY$26,113,836GrantsPayableEOYAmt
Other Liabilities BOY$5,387OtherLiabilitiesBOYAmt
Other Liabilities EOY$14,524OtherLiabilitiesEOYAmt
Total Liabilities BOY$29,902,872TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,156,426TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,458,309UnrestrictedBOYAmt
Unrestricted EOY-$22,290,491UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,458,309TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY-$22,290,491TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,361,181TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,865,935TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,458,309TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,767,973ExcessRevenueOverExpensesAmt
Other Increases$15,019,173OtherIncreasesAmt
Subtotal-$22,290,491SubtotalAmt
Tot Net Ast Or Fund Balances EOY-$22,290,491TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DOUBLE TOTAL RETURN BOND FD CL IP2016-08-242017-08-15$55,999$58,853-$2,854-$2,854
FIDELITY CONSERVATIVE INCOME BND INST CLP2017-08-15$4,350,000$4,346,905$3,095$3,095
DOUBLELINE TOTAL RETURN BOND FD CL IP2017-08-15$593,635$623,894-$30,259-$30,259
FARALLON CAPITAL INSTITUTIONAL PARTNERS$23,567$23,567$23,567
FieldValueIRS element (for citing)
Capital Gain Net Income-$6,451CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,257,509AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$38,563,359NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.369716DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,185,871AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,067,921NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.544189DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,999,915AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$40,495,092NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.345719DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,736,442AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$52,640,747NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.260947DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,197,849AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$59,206,313NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.290473DistributionYr5Rt
Total Distribution1.811044TotalDistributionRt
Average Distribution0.362209AverageDistributionRt
Net Vl Noncharitable Assets$33,743,633NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$12,222,248AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$252NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,222,500AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,491,743QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$252InvestmentIncomeExciseTaxAmt
Subtotal$252SubtotalAmt
Tax Based On Investment Income$252TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,692EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$27,692TotalPaymentsAndCreditsAmt
Overpayment$27,440OverpaymentAmt
Applied To ES Tax$27,440AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttp://ljpff.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOHN GREENEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4156945823PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PIER 5 THE EMBARCADERO STE 102AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
JOHN A PRITZKER
THREE LAGOON DRIVE SUITE 400REDWOOD CITYCA94065CHAIRMAN5.0$0$0$0
LISA S PRITZKER
THREE LAGOON DRIVE SUITE 400REDWOOD CITYCA94065PRESIDENT/DIRECTOR35.0$0$0$0
NOAH STONE PRITZKER
C/O SEILER LLPREDWOOD CITYCA94065DIRECTOR1.0$0$0$0THREE LAGOON DRIVE SUITE 400
JOHN GREENE
THREE LAGOON DRIVE SUITE 400REDWOOD CITYCA94065TREASURER, CFO5.0$0$0$0
SAMUEL PRITZKER
C/O SEILER LLPREDWOOD CITYCA94065DIRECTOR1.0$0$0$0THREE LAGOON DRIVE SUITE 400
AMY RABBINO
C/O SEILER LLPREDWOOD CITYCA94065EXECUTIVE DIRECTOR, SECRETARY40.0$374,719$44,804$0THREE LAGOON DRIVE SUITE 400

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
THIRD PLATEAU SOCIAL IMPACT STRATEGIES
209 KEARNY STREET 3RD FLOORSAN FRANCISCOCA94108CONSULTING$87,383
SEILER LLP
3 LAGROON DR SUITE 400REDWOOD CITYCA94065ACCOUNTING$51,815

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,955,042AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,243,228AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$23,059,225FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,257,495TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,257,495AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$513,862CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,743,633NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,687,182MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,687,182MinimumInvestmentReturnAmt
Tax Based On Investment Income$252TaxBasedOnInvestmentIncomeAmt
Total Tax$252TotalTaxAmt
Distributable Before Adj$1,686,930DistributableBeforeAdjAmt
Distributable Before Ded$1,686,930DistributableBeforeDedAmt
Distributable As Adjusted$1,686,930DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,491,743ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$45,491,743QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$252PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,491,491AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,686,930DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,239,907ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,113,279ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,989,950ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,884,083ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,329,341ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$62,556,560TotalExcessDistributionCyovAmt
Qualifying Distributions$45,491,743QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,686,930AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,804,813RemainingDistriFromCorpusAmt
Total Corpus$106,361,373TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$14,239,907ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$92,121,466ExcessDistriCyovToNextYrAmt
Excess From Year4$11,113,279ExcessFromYear4Amt
Excess From Year3$11,989,950ExcessFromYear3Amt
Excess From Year2$12,884,083ExcessFromYear2Amt
Excess From Year1$12,329,341ExcessFromYear1Amt
Excess From Current Year$43,804,813ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (204 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Access Institute for Psychological Services
110 Gough Street Suite 301San FranciscoCA94102NONEPCGeneral Operating Support$2,500
ACEs Connection NetworkThird Sector New England
89 South Street Suite 700BostonMA02111NONEPCSan Francisco Bay Area ACEs Project$100,000
Aim High For High School
PO Box 410715San FranciscoCA94141NONEPC2017 Annual Gala$3,000
All Chicago
651 West WashingtonChicagoIL60661NONEPCGeneral Operating Support$33,333
All Chicago
651 West WashingtonChicagoIL60661NONEPC2017 Event Sponsorship$10,000
Alonzo King's LINES Ballet - San Francisco Dance C
26 Seventh Street 5th FloorSan FranciscoCA94103NONEPCNew Works Fund and 35th Anniversary Support$100,000
Alonzo King's LINES Ballet - San Francisco Dance C
26 Seventh Street 5th FloorSan FranciscoCA94103NONEPC2017 Fund A Need$2,500
Alzheimer's Association
225 North Michigan Ave 17th FloorChicagoIL60601NONEPC2017 in Memory of Jerome H Stone$2,500
American Civil Liberties Union Foundation
125 Broad Street 18th FloorNew YorkNY10004NONEPC2017 General Support$25,000
American Conservatory Theatre Foundation
30 Grant Ave Floor 7San FranciscoCA94108NONEPCCraigh Slaight Young Conservatory Directorship$30,000
American Conservatory Theatre Foundation
30 Grant Ave Floor 7San FranciscoCA94108NONEPCStrand Theater Capital Campaign$5,000
American Conservatory Theatre Foundation
30 Grant Ave Floor 7San FranciscoCA94108NONEPC2018 General Support Kiryat Shemona$7,500
American Friends of Vibe Israel
124 Mercer Street Suite 2Jersey CityNJ07302NONEPC2017 Entrepeneur's Trip to Israel$25,000
American Jewish Joint Distribution Committee Inc
121 Steuart StreetSan FranciscoCA94105NONEPCBetter Together programs in Arrabe and Kiryat Shmona$120,000
American Jewish World Service Inc
45 W 36th Street 11th FloorNew YorkNY10018NONEPCGeneral Support 2017$25,0002301 Broadway Suite B
Ars Nova
511 West 54th StreetNew YorkNY10019NONEPC2017 General Support$1,000
Ars Nova
511 West 54th StreetNew YorkNY10019NONEPC2017 Ars Nova Ball$1,000
Bay Area Jewish Healing Center
2530 Taraval Street Suite 202San FranciscoCA94116NONEPC2017 General Operating Support$2,500
Bay Area Wilderness Training
1050 E 8th StreetOaklandCA94606NONEPC2017 General Operating Support$500
Bay Area Women's and Children's Center
318 Leavenworth StreetSan FranciscoCA94102NONEPC2017 General Support$1,000
Birthright Israel Foundation
33 East 33rd StreetNew YorkNY10016NONEPCMulti Year Support of French and Ukranian Participants on Birthright trips$100,000
Bolinas Museum
48 Wharf RoadBolinasCA94924NONEPC2017 General Support$500
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400San FranciscoCA94109NONEPC25th Anniversary Celebration in honor of Survivors$10,000
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400San FranciscoCA94109NONEPC2017 in honor of survivors$2,500
California Academy of Sciences
55 Music Concourse DriveSan FranciscoCA94118NONEPCBig Bang Gala 2017$25,000
California College of the Arts
1111 Eighth StreetSan FranciscoCA94107NONEPC2017 Gala$7,500
California Institute of Integral Studies
1453 Mission StreetSan FranciscoCA94103NONEPCScholarship Funding for Deserving Underserved Students$15,000
California Pacific Medical Center Foundation
2015 Steiner StreetSan FranciscoCA94115NONEPC2017 Goodson Environment Research$2,000
Camp Newman
711 Grand Avenue Suite 280San RafaelCA94901NONEPC2017 General Support$15,000
Camp Newman
711 Grand Avenue Suite 280San RafaelCA94901NONEPCNewman Strong Fund$5,000
Camp Ramah in Northern California
849 Almar Avenue Suite C-487Santa CruzCA95060NONEPC2017 General Support$15,000
Camp Tawonga Jewish Community Corporation
131 Steuart Street Suite 460San FranciscoCA94105NONEPC2017 General Support$15,000
Catholic Charities USA
PO Box 17066BaltimoreMD21297NONEPCHurricane Harvey Relief Efforts$25,000
Center for Arts Education Inc
266 West 37th Street 9th FloorNew YorkNY10018NONEPCTeaching & Learning Initiatives$20,000
Center for Youth Wellness
3450 Third Street Building 2 SuitSan FranciscoCA94124NONEPCGeneral Operating Annual Support$100,000
Centro Legal de la Raza
3400 E 12th StreetOaklandCA94601NONEPCNorthern California Collaborative for Immigrant Justice$10,000
Challenge Success
PO Box 20053StanfordCA94309NONEPCGeneral Support$10,000
Chicago Public Library Foundation
20 North Michigan AvenueChicagoIL60602NONEPC2017 Support in honor of Cindy Pritzker$1,000
Chicken and Egg Pictures
45 Main St Suite 506BrooklynNY11201NONEPC2017 General Support$1,500
Children's Aid
711 Third Avenue Suite 700New YorkNY10017NONEPCKeeping the Promise Benefit 2017$1,000
Children's Council of San Francisco
445 Church StreetSan FranciscoCA94114NONEPCConfident Caregivers, Capable Children$25,000
Chinati Foundation
PO Box 1135MarfaTX79843NONEPC2017 general support$2,500
Chronicle Season of Sharing Fund
901 Mission StreetSan FranciscoCA94103NONEPC2017 General Support$50,000
City Arts and Lectures
1955 Sutter StreetSan FranciscoCA94115NONEPCGeneral Operating Support 2017$10,000
Cold Caps Assistance Projects (dba HairToStay)
2234 Beach StreetSan FranciscoCA94123NONEPC2017 General Support$500
College Track
112 Linden StreetOaklandCA94607NONEPC2017 Annual Benefit$5,000
College Track
112 Linden StreetOaklandCA94607NONEPC2017 General Support$2,500
Compass Family Services
49 Powell Street 3rd FloorSan FranciscoCA94103NONEPC2017 General Support$500
Congregation Beth Israel Carmel
5716 Carmel Valley RdCarmelCA93923NONEPCCarmel Jewish Film Festival 2018$7,500
Congregation Emanu-El
Two Lake StreetSan FranciscoCA94118NONEPCYoung Adult Education Program and Unrestricted Grant$100,000
Corporation of the Fine Arts Museums
50 Hagiwara Tea Garden DriveSan FranciscoCA94118NONEPCSummer of Love exhibition$400,000
Crohn's and Colitis Foundation of America Inc
5 Third Street Suite 815San FranciscoCA94103NONEPCIn honor of Jan Reicher$1,500
East Bay Agency for Children
303 Van Buren AvenueOaklandCA94610NONEPCSupport Facilitation, Planning and Coordination with ACE's connection network$10,000
Edgewood Center for Children and Families
1801 Vicente StreetSan FranciscoCA94116NONEPC2017 General Support$2,500
Edible Schoolyard NYC
20 Jay Street Suite M9New YorkNY11201NONEPCGeneral Support$5,000
Equal Justice Initiative
122 Commerce StreetMontgomeryAL36104NONEPCGeneral Operating Support$25,000
Erikson Institute
451 North LaSalle StreetChicagoIL60654NONEPCIn Honor of Institute's 50th year$2,500
Every Mother Counts
180 Varick Street Suite 1116New YorkNY10014NONEPC2017 General Support$2,500
Exploratorium
Pier 17 Suite 100San FranciscoCA94111NONEPC2017 General Support$5,000
Family House Inc
540 Mission Bay Blvd NorthSan FranciscoCA94122NONEPCCapital Campaign and Food Program$25,000
Friends of Ramana's Garden Inc
PO Box 33312WashingtonDC20033NONEPCGeneral Operating Support$250
Futures Without Violence
100 Montgomery Street The PresidioSan FranciscoCA94129NONEPCDefending Childhood Initiative$100,000
Giants Community Fund
24 Willie Mays PlazaSan FranciscoCA94107NONEPCIn Honor of Larry Baer$5,000
Global Citizen Year
1625 Clay Street Suite 400OaklandCA94612NONEPCGeneral Operating Support$125,000
Global Heritage Fund
220 Montgomery StSan FranciscoCA94104NONEPC2017 General Operating Support$25,000
Golden Gate National Parks Conservancy
Building 201 Fort MasonSan FranciscoCA94123NONEPCPresidio Tunnel Tops Campaign$500,000
Golden Gate National Parks Conservancy
Building 201 Fort MasonSan FranciscoCA94123NONEPC2017 Trustee Fund Support$25,000
Greater Houston Community Foundation
5120 Woodway Drive Suite 6000HoustonTX77056NONEPCSupport Hurricane Harvey Relief Fund$25,000
Greenlight Clinic
1808 Wedemeyer Street Suite B-10San FranciscoCA94129NONEPC2017 General Support$5,000
GreenLight Fund
200 Clarendon Street 44th FloorBostonMA02116NONEPCBay Area Program$25,000
HealthRIGHT 360 (dba Women's Community Clinic)
1833 Fillmore StreetSan FranciscoCA94115NONEPCGeneral Support$25,000
Hispanic Federation
55 Exchange Place 5th FloorNew YorkNY10005NONEPCHurricane Relief Fund$25,000
Homeless Prenatal Program Inc
2500 18th StreetSan FranciscoCA94110NONEPCGeneral Operating Support$5,000
Homeless Prenatal Program Inc
2500 18th StreetSan FranciscoCA94110NONEPCSupport 6th Annual Luncheon 2017$5,000
Honeymoon Israel Foundation Inc
6070 Whitegate CrossingEast AmherstNY14051NONEPCSupport Bay Area Program$25,000
Hope and Heal Fund
New Venture FundWashingtonDC20036NONEPCGeneral Support 2017$500
Hope for Heroism (dba Brothers for Life)
270 South Hanford Street Suite 207SeattleWA98134NONEPC2017 General Support$25,000
Horizons Foundation
550 Montgomery Street Suite 700San FranciscoCA94111NONEPCNow and Forever Campaign$5,000
Human Needs Project
36 Professional Center ParkwaySan RafaelCA94903NONEPC2017 General Operating Support$10,000
International Rescue Committee
122 East 42nd StreetNew YorkNY10168NONEPC2017 General Operating Support$7,500
J the Jewish News of Northern California
225 Bush Street 480San FranciscoCA94104NONEPCGeneral Operating Support$10,000
JCC Maccabi Sports Camp
601 14th AvenueSan FranciscoCA94118NONEPC2017 General Support$10,000
Jewish Community Center of San Francisco
3200 California StreetSan FranciscoCA94118NONEPCGeneral Operating Support$100,000
Jewish Community Federation & Endowment Fund
121 Steuart StreetSan FranciscoCA94105NONEPCJewish Womens Fund 2017 support$15,000
Jewish Community Federation & Endowment Fund
121 Steuart StreetSan FranciscoCA94105NONEPCIsrael Portfolio$50,000
Jewish Community Federation & Endowment Fund
121 Steuart StreetSan FranciscoCA94105NONEPCTeen Initiative$200,000
Jewish Community Federation & Endowment Fund
121 Steuart StreetSan FranciscoCA94105NONEPCUnrestricted Grant$10,000
Jewish Community Federation & Endowment Fund
121 Steuart StreetSan FranciscoCA94105NONEPCNorth Bay Wildfire Emergency Fund$20,000
Jewish Community Federation & Endowment Fund
121 Steuart StreetSan FranciscoCA94105NONEPCJeremy Dossetter Living Ocean Fund$500
Jewish Community Federation & Endowment Fund
121 Steuart StreetSan FranciscoCA94105NONEPCBay Area Jewish Peoplehood initiative$10,000
Jewish Community High School of the Bay
1835 Ellis StreetSan FranciscoCA94115NONEPCTuition Support for Students Impacted by the Sonoma County wild fires$10,000
Jewish Community Relations Council
121 Steuart Street 301San FranciscoCA94105NONEPCSupport for Annual Gala and Israel Advocacy Trips$300,000
Jewish Community Relations Council
121 Steuart Street 301San FranciscoCA94105NONEPCJewish Coalition for Literacy$10,000
Jewish Family and Children's Services
PO Box 159004San FranciscoCA94115NONEPC2017 Most Needed Services$18,000
Jewish Family and Children's Services
PO Box 159004San FranciscoCA94115NONEPCParent's Place Program$133,333
Jewish Film Institute
145 9th StreetSan FranciscoCA94103NONEPCJFI On Demand$33,333
Jewish Funders Network
150 West 30th Street Suite 900New YorkNY10001NONEPC2017 General Support$10,000
Jewish Home and Senior Living Foundation
302 Silver AvenueSan FranciscoCA94112NONEPCCapital Campaign$150,000
Jewish Partisan Educational Foundation Inc
2150 Post Street Box 159004San FranciscoCA94115NONEPC2017 General Support$2,500
Jewish Partisan Educational Foundation Inc
2150 Post Street Box 159004San FranciscoCA94115NONEPC2017 Gala support$2,500
Jewish Vocational & Career Counseling Service
225 Bush Street Suite 400San FranciscoCA94104NONEPC2017 Strictly Business Awards$25,000
Jewish Vocational & Career Counseling Service
225 Bush Street Suite 400San FranciscoCA94104NONEPCYouth Transition Pathways Program$150,000
Judd Foundation
101 Spring StreetNew YorkNY10012NONEPC2017 General Support$1,500
Kipp Bay Area Schools
1404 Franklin Street Suite 500OaklandCA94612NONEPC2017 Luncheon in honor of Doris Fisher$5,000
KQED Inc
2601 Mariposa StreetSan FranciscoCA94110NONEPC2017 General Support$25,000
Larkin Street Youth Services
134 Golden Gate AvenueSan FranciscoCA94109NONEPC2017 Annual Paving the Way Gala$2,500
MAD Foundation Inc
200 Park Avenue Ave S Suite 1511New YorkNY10003NONEPC2017 General Operating Support$15,000
Margaret Jenkins Dance Company
507 Polk Street Suite 320San FranciscoCA94102NONEPC2017 General Support$2,000
Marin Art and Garden Center
Box 437RossCA94957NONEPC2017 General Operating Support$5,000
Marin General Hospital Foundation
100 B Drakes Landing RoadGreenbraeCA94904NONEPC2017 General Support$10,000
Memorial Sloan Kettering Cancer Center
1275 York AvenueNew YorkNY10065NONEPC2017 in Honor of Eileen Gould$1,000
Menlo College
1000 El Camino RealAthertonCA94027NONEPCAthletic Office Suite in Honor of Senor Carlos Lopez$2,500
Millennium School
245 Valencia StreetSan FranciscoCA94103NONEPCGeneral Support$20,000
Mindful Schools
1260 45th Street Suite BEmeryvilleCA94608NONEPCGeneral Operating Support$50,000
Mindfulness Without Borders
17 Tara Hill RoadTiburonCA94920NONEPCGeneral Operating Support$7,500
Naral Pro-Choice America Foundation
335 S Van Ness AvenueSan FranciscoCA94103NONEPC17th Annual Peninsula Power of Choice Luncheon 2017$2,500
New Israel Fund
1101 14Th St NW Ste 600WashingtonDC20005NONEPCGeneral Operating Support 2017$5,000
New Seed Foundation
PO Box 61186Palo AltoCA94306NONEPCGeneral Operating Support$2,500
Northern California Grantmakers
160 Spear Street Suite 360San FranciscoCA94105NONEPCBay Area Funder Learning Network on Childhood Adversity$7,000
Northern California Grantmakers
160 Spear Street Suite 360San FranciscoCA94105NONEPC2018 Foundation Membership$10,000
Oakland Public Education Fund
PO Box 27148OaklandCA94602NONEPCOakland Promise general support; Oakland Promise$25,000
Oberlin Dance Collective Theater
351 Shotwell StreetSan FranciscoCA94110NONEPC2017 Bids for Kids$5,000
Outward Bound California
The PresidioSan FranciscoCA94129NONEPC2017 City Skyline Challenge$1,500
PEF Israel Endowment Funds Inc
630 Third Avenue Suite 1501New YorkNY10017NONEPCKolot General Operating Support$15,000
Peer Health Exchange
70 Gold StreetSan FranciscoCA94133NONEPCGeneral Operating Support$200,000
Planned Parenthood Federation of America
123 William Street 10th FloorNew YorkNY10038NONEPC2017 General Support$25,000
Ploughshares Fund
1808 Wedemeyer Street Suite 200San FranciscoCA94129NONEPC2017 General Support$1,500
Preventive Medicine Research Institute
900 BridgewaySausalitoCA94965NONEPCAlzheimer's Study support$25,000
Pritzker Military Library
104 S Michigan AvenueChicagoIL60603NONEPC2017 Liberty Gala$2,500
Pro Publica Inc
155 Avenue of the Americas 13th FlNew YorkNY10013NONEPCGeneral Support$50,000
RAWdance
105 Sanchez StreetSan FranciscoCA94114NONEPC2017 General Support$2,500
Reading Partners
180 Grand Ave Suite 800OaklandCA94612NONEPCGeneral Operating Support$50,000
San Francisco AIDS Foundation
1035 Market Street 400San FranciscoCA94103NONEPC2017 AIDS Life Cycle$200
San Francisco Child Abuse Prevention Center - Safe
1757 Waller StreetSan FranciscoCA94117NONEPC2017 General Support$2,000
San Francisco Child Abuse Prevention Center - Safe
1757 Waller StreetSan FranciscoCA94117NONEPCGeneral Operating Support$100,000
San Francisco Film Society
39 Mesa Street Suite 110San FranciscoCA94129NONEPC3 year General Operating Support$30,000
San Francisco Free Clinic
4900 California StreetSan FranciscoCA94118NONEPC2017 Annual Luncheon$2,500
San Francisco General Hospital Foundation
2789 25th Street Suite 2028San FranciscoCA94110NONEPCTo Rebuild Project's Pediatric Ward and the 4 Pediatric Beds in the Emergency Departments$1,000,000
San Francisco General Hospital Foundation
2789 25th Street Suite 2028San FranciscoCA94110NONEPCHeroes & Hearts 2017$5,000
San Francisco General Hospital Foundation
2789 25th Street Suite 2028San FranciscoCA94110NONEPCNew Generation Health Center$50,000
San Francisco General Hospital Foundation
2789 25th Street Suite 2028San FranciscoCA94110NONEPC2018 Heroes & Hearts Luncheon$5,000
San Francisco Hillel
33 Banbury DriveSan FranciscoCA94132NONEPC2017 General Support$25,000
San Francisco Museum of Modern Art
151 Third StreetSan FranciscoCA94103NONEPCSupport of 2017 Activities$62,500
San Francisco Museum of Modern Art
151 Third StreetSan FranciscoCA94103NONEPC2017 FOG Gala$25,000
San Francisco Museum of Modern Art
151 Third StreetSan FranciscoCA94103NONEPCBirthday Bash 2017$30,000
San Francisco Museum of Modern Art
151 Third StreetSan FranciscoCA94103NONEPCArchitecture and Design Accessions Committee$5,000
San Francisco Museum of Modern Art
151 Third StreetSan FranciscoCA94103NONEPCSupport for Walker Evans Exhibit$50,000
San Francisco Museum of Modern Art
151 Third StreetSan FranciscoCA94103NONEPC21 POP installation at FOG 2018$25,000
San Francisco Museum of Modern Art
151 Third StreetSan FranciscoCA94103NONEPCAccess Study\Center for Photography\Education Fund\Center Fund\Exhibition Fund$2,500,000
San Francisco Parks Alliance
1663 Mission Street Suite 320San FranciscoCA94103NONEPCPhotosynthesis art installation at the Conservatory of Flowers$10,000
San Francisco Parks Alliance
1663 Mission Street Suite 320San FranciscoCA94103NONEPC2017 Party for the Parks$10,000
San Francisco Parks Alliance
1663 Mission Street Suite 320San FranciscoCA94103NONEPCConservatory of Flowers sound system$5,000
San Francisco Parks Alliance
1663 Mission Street Suite 320San FranciscoCA94103NONEPCLet's Play SF Initiative$250,000
San Francisco Parks Alliance
1663 Mission Street Suite 320San FranciscoCA94103NONEPCSupport for the Love for All Season Light Installation$10,000
San Francisco State University
1600 Holloway Avenue Room LVC-116San FranciscoCA94132NONEPCGuardian Scholars Program$2,500
San Francisco Suicide Prevention Inc
PO Box 191350San FranciscoCA94119NONEPC2017 General Support$500
San Francisco Symphony
Davies Symphony HallSan FranciscoCA94102NONEPCSymphony Pride$7,500
San Francisco Symphony
Davies Symphony HallSan FranciscoCA94102NONEPC2017 Opening Night Gala$10,000
San Francisco Symphony
Davies Symphony HallSan FranciscoCA94102NONEPC2017-18 Symphony Fund$15,000
Sesame Workshop
1900 BroadwayNew YorkNY10023NONEPC2017 General Support$25,000
Shalom Bayit - Tides Center
PO 2883BerkeleyCA94702NONEPC25th Anniversary Support$5,000
Shalom Hartman Institute of North America
475 Riverside DriveNew YorkNY10115NONEPCJewish Peoplehood Bay Area Project$50,000
Shalom Hartman Institute of North America
475 Riverside DriveNew YorkNY10115NONEPCiEngage on Campus Program$10,000
Shatterproof
101 Merritt 7 Corporate Park 1st FNorwalkCT06851NONEPCIn Support of the Efforts of Andrew Heilmann$1,500
Shatterproof
101 Merritt 7 Corporate Park 1st FNorwalkCT06851NONEPCIn Support of the Efforts of Catie Mangels$1,500
Slingshot Fund
25 Broadway 9th FloorNew YorkNY10004NONEPC2017 Slingshot Day$10,000
Southern Poverty Law Center
400 Washington AvenueMontgomeryAL36104NONEPC2017 General Support$25,000
Spirit Rock Meditation Center
PO Box 169WoodacreCA94973NONEPC2017 General Support$500
Stern Grove Festival Association
832 Folsom Street Suite 1000San FranciscoCA94107NONEPCAnnual Founder's Council Fund$7,500
Tenderloin Neighborhood Development Corporation
201 Eddy StreetSan FranciscoCA94102NONEPC2017 Celebrity Pool Toss$2,500
That Man May See Inc
10 Koret Way Box 0352San FranciscoCA94143NONEPCMacular Degeneration Research by Dr. Daniel Schwartz$75,000
The Active Reading Center
25 Hillcroft WayWalnut CreekCA94597NONEPCIn Memory of Hank Kranzler$2,500
The Battery Foundation
400 Pacific AvenueSan FranciscoCA94133NONEPCBattery Powered program$20,000
The Contemporary Jewish Museum
736 Mission StreetSan FranciscoCA94103NONEPCK-12 School and Teacher Programs$50,000
The Glass House
199 Elm StreetNew CanaanCT06840NONEPCGeneral Operating Support 2017$2,500
The KitchenSF
600 Montgomery Street Suite 2400San FranciscoCA94111NONEPC2017 General Support$2,500
The Representation Project
30 Sir Francis Drake BoulevardRossCA94957NONEPCGeneral Operating Support$25,000
The Trust for Public Land
101 Montgomery StreetSan FranciscoCA94104NONEPCLand for People Award Gala 2018$50,000
Tipping Point Community
220 Montgomery StreetSan FranciscoCA94104NONEPCTWorks Homeless Initiative - Scattered Site Housing Investment$400,000
Tipping Point Community
220 Montgomery StreetSan FranciscoCA94104NONEPCTWorks Homeless Initative$1,317,000
Tipping Point Community
220 Montgomery StreetSan FranciscoCA94104NONEPCTWorks Homeless Initiative - Scattered Site Housing investment$400,000
Tipping Point Community
220 Montgomery StreetSan FranciscoCA94104NONEPCTWorks Homeless Initative$564,500
Tipping Point Community
220 Montgomery StreetSan FranciscoCA94104NONEPCEmergency Relief Fund$25,000
Tulane University
PO Box 61075New OrleansLA70161NONEPCStrong City Restricted Fund$2,500
Turnaround for Children
25 West 45th Street 6th FloorNew YorkNY10036NONEPCGeneral Operating Support$50,000
UC Berkeley Art Museum and Pacific Film Archive
2120 Oxford Street 2250BerkeleyCA94720NONEPC2017 BAM/PFA Gala$5,000
United Friends of the Children
1055 Wilshire Blvd Suite 1955Los AngelesCA90017NONEPC2017 Annual Stone Canyon Crawl$5,000
United Jewish Appeal Federation of Jewish Philanth
130 E 59th StreetNew YorkNY10022NONEPCEvent honoring Barry Sternlicht$7,500
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCChild Trauma Research Program$612,750
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCUnrestricted Grant$60,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCPLUS Program$39,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCUnrestricted Grant$25,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCChild Trauma Research Program$1,000,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCOsher Center for Integrative Medicine$116,667
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCChancellor's Annual Fund$25,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCBoyce Distinguished Professorship$500,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCDistinguished Professorship in Child Psychiatry$800,000
University of Wisconsin Foundation
1848 University AvenueMadisonWI53708NONEPCCenter for Investigating Healthy Minds$100,000
UpStart
1111 Broadway 3rd FloorOaklandCA94607NONEPCGeneral Support in honor of T Rubin and 10x$25,000
Urban Adamah
1151 6th StreetBerkeleyCA94710NONEPCCapital Campaign$33,333
Wisconsin Alumni Association
650 North Lake StreetMadisonWI53706NONEPCSupport of 2018 Founder's Society$500
Yale University
Office of DevelopmentNew HavenCT06510NONEPCLens Media Laboratory$1,000,000
Yale University
Office of DevelopmentNew HavenCT06510NONEPC2018 Yale Parents Annual Fund$2,500
THE REGENTS OF THE UNIV OF CA
1111 FRANKLIN STREET 6TH FLOOROAKLANDCA94607NONEPCREAL PROPERTY FOR THE DEVELOPMENT OF INTEGRATED CENTER FOR YOUTH, FAMILY AND ADULT PHYCHIATRY$28,750,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,846,199TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACEs Connection NetworkThird Sector New England
89 South Street Suite 700BostonMA02111NONEPCSan Francisco Bay Area ACEs Project$100,000
All Chicago
651 West WashingtonChicagoIL60661NONEPCGeneral Operating Support$33,334
Alonzo King's LINES Ballet - San Francisco Dance C
26 Seventh Street 5th FloorSan FranciscoCA94103NONEPCNew Works Fund and 35th Anniversary Support$450,000
American Conservatory Theatre Foundation
30 Grant Ave Floor 7San FranciscoCA94108NONEPCCraigh Slaight Young Conservatory Directorship$10,000
American Jewish Joint Distribution Committee Inc
121 Steuart StreetSan FranciscoCA94105NONEPCBetter Together programs in Arrabe and Kiryat Shmona$240,000
Birthright Israel Foundation
33 East 33rd StreetNew YorkNY10016NONEPCMulti Year Support of French and Ukranian Particip$100,000
California Institute of Integral Studies
1453 Mission StreetSan FranciscoCA94103NONEPCScholarship Funding for Deserving Underserved Students$15,000
Center for Youth Wellness
3450 Third Street Building 2 SuitSan FranciscoCA94124NONEPCGeneral Operating Annual Support$100,000
Challenge Success
PO Box 20053StanfordCA94309NONEPCGeneral Support$30,000
Children's Council of San Francisco
445 Church StreetSan FranciscoCA94114NONEPCConfident Caregivers, Capable Children$50,000
Congregation Emanu-El
Two Lake StreetSan FranciscoCA94118NONEPCYoung Adult Education Program and Unrestricted Grant$100,000
Fine Arts Museums
50 Hagiwara Tea Garden DriveSan FranciscoCA94118NONEPCSummer of Love exhibition$300,000
Equal Justice Initiative
122 Commerce StreetMontgomeryAL36104NONEPCGeneral Operating Support$25,000
Family House Inc
540 Mission Bay Blvd NorthSan FranciscoCA94122NONEPCCapital Campaign and Food Program$25,000
Futures Without Violence
100 Montgomery Street The PresidioSan FranciscoCA94129NONEPCDefending Childhood Initiative$100,000
Global Citizen Year
1625 Clay Street Suite 400OaklandCA94612NONEPCGeneral Operating Support$250,000
Golden Gate National Parks Conservancy
Building 201 Fort MasonSan FranciscoCA94123NONEPCPresidio Tunnel Tops Campaign$2,000,000
GreenLight Fund
200 Clarendon Street 44th FloorBostonMA02116NONEPCBay Area Program$100,000
HealthRIGHT 360 (dba Women's Community Clinic)
1833 Fillmore StreetSan FranciscoCA94115NONEPCGeneral Support$25,000
Homeless Prenatal Program Inc
2500 18th StreetSan FranciscoCA94110NONEPCGeneral Operating Support$10,000
Horizons Foundation
550 Montgomery Street Suite 700San FranciscoCA94111NONEPCNow and Forever Campaign$10,000
J the Jewish News of Northern California
225 Bush Street 480San FranciscoCA94104NONEPCGeneral Operating Support$10,000
Jewish Community Center of San Francisco
3200 California StreetSan FranciscoCA94118NONEPCGeneral Operating Support$100,000
Jewish Community Federation & Endowment Fund
121 Steuart StreetSan FranciscoCA94105NONEPCIsrael Portfolio$50,000
Jewish Community Federation & Endowment Fund
121 Steuart StreetSan FranciscoCA94105NONEPCTeen Initiative$800,000
Jewish Community Relations Council
121 Steuart Street 301San FranciscoCA94105NONEPCSupport for Annual Gala and Israel Advocacy Trips$300,000
Jewish Family and Children's Services
PO Box 159004San FranciscoCA94115NONEPCParent's Place Program$133,334
Jewish Film Institute
145 9th StreetSan FranciscoCA94103NONEPCJFI On Demand$33,334
Jewish Home and Senior Living Foundation
302 Silver AvenueSan FranciscoCA94112NONEPCCapital Campaign$300,000
Jewish Vocational & Career Counseling Service
225 Bush Street Suite 400San FranciscoCA94104NONEPCYouth Transition Pathways Program$600,000
Millennium School
245 Valencia StreetSan FranciscoCA94103NONEPCGeneral Support$20,000
Mindful Schools
1260 45th Street Suite BEmeryvilleCA94608NONEPCGeneral Operating Support$100,000
Mindfulness Without Borders
17 Tara Hill RoadTiburonCA94920NONEPCGeneral Operating Support$15,000
PEF Israel Endowment Funds Inc
630 Third Avenue Suite 1501New YorkNY10017NONEPCKolot General Operating Support$30,000
Peer Health Exchange
70 Gold StreetSan FranciscoCA94133NONEPCGeneral Operating Support$600,000
Pro Publica Inc
155 Avenue of the Americas 13th FlNew YorkNY10013NONEPCGeneral Support$150,000
Reading Partners
180 Grand Ave Suite 800OaklandCA94612NONEPCGeneral Operating Support$100,000
San Francisco Child Abuse Prevention Center - Safe
1757 Waller StreetSan FranciscoCA94117NONEPCGeneral Operating Support$100,000
San Francisco Film Society
39 Mesa Street Suite 110San FranciscoCA94129NONEPC3 year General Operating Support$60,000
San Francisco Museum of Modern Art
151 Third StreetSan FranciscoCA94103NONEPCAccess Study \ Center for Photography \ Education$10,000,000
San Francisco Parks Alliance
1663 Mission Street Suite 320San FranciscoCA94103NONEPCLet's Play SF Initiative$500,000
Shalom Hartman Institute of North America
475 Riverside DriveNew YorkNY10115NONEPCJewish Peoplehood Bay Area Project$50,000
Shalom Hartman Institute of North America
475 Riverside DriveNew YorkNY10115NONEPCiEngage on Campus Program$10,000
The Contemporary Jewish Museum
736 Mission StreetSan FranciscoCA94103NONEPCK-12 School and Teacher Programs$50,000
Tipping Point Community
220 Montgomery StreetSan FranciscoCA94104NONEPCTWorks Homeless Initative$564,500
Tipping Point Community
220 Montgomery StreetSan FranciscoCA94104NONEPCGovernment Accountability$600,000
Tipping Point Community
220 Montgomery StreetSan FranciscoCA94104NONEPCInvestment in Homelessness$150,000
Turnaround for Children
25 West 45th Street 6th FloorNew YorkNY10036NONEPCGeneral Operating Support$150,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCChild Trauma Research Program$2,000,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCPLUS Program$66,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCOsher Center for Integrative Medicine$116,667
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCChancellor's Annual Fund$50,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCBoyce Distinguished Professorship$500,000
University of California San Francisco Foundation
220 Montgomery Street 5th floorSan FranciscoCA94104NONEPCDistinguished Professorship in Child Psychiatry$2,400,000
University of Wisconsin Foundation
1848 University AvenueMadisonWI53708NONEPCCenter for Investigating Healthy Minds$100,000
UpStart
1111 Broadway 3rd FloorOaklandCA94607NONEPCGeneral Support in honor of T Rubin and 10x$25,000
Urban Adamah
1151 6th StreetBerkeleyCA94710NONEPCCapital Campaign$33,334
Yale University
Office of DevelopmentNew HavenCT06510NONEPCLens Media Laboratory$2,000,000
GRANT PAYABLE DISCOUNT
THREE LAGOON DRIVE SUITE 400REDWOOD CITYCA94065NONEPCPRESENT VALUE DISCOUNT FOR MULIT-YEAR GRANTS-$826,666
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$26,113,837TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$530ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$100,146ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$299,120ExclusionAmt
FieldValueIRS element (for citing)
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$49ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
PARTNERSHIP ORDINARY INCOME01$1,793
PARTNERSHIP 965 INCOME01$1,719

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$403,357ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$403,357TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$51,815Amt
Net Investment Income$19,907NetInvestmentIncomeAmt
Disbursements Charitable Prps$31,908DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNOT APPLICABLEDesc

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (2 entries)

ExplanationExplanationTxt
THIRD PLATEAU SOCIAL IMPACT STRATEG
CONSULTING
SEILER LLP
ACCOUNTING

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (9 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
COMPUTER EQUIPMENT2010-03-12$3,601$3,601SL6
COMPUTER EQUIPMENT2012-10-24$3,263$2,772SL6$491
COMPUTER EQUIPMENT2013-01-11$1,803$1,444SL5$359
COMPUTER EQUIPMENT2014-09-02$1,559$728SL5$312
COMPUTER SOFTWARE2015-02-09$13,500$8,625SL3$4,500
WEBSITE2015-05-01$36,155$20,086SL3$12,052
COMPUTER EQUIPMENT2017-08-16$2,184SL5$146
BUILDING2009-07-29$11,282,335$2,157,780M39$229,013
LAND2009-07-29$4,835,286L

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY - CORPORATE BONDSBondNm
EOY Book Value$2,736,084EOYBookValueAmt
EOYFMV$2,737,975EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
FARALLON CAPITAL INSTL. PTNRS.$319,439$303,457
FCIP, LTD SPIN-OFF$934$0

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (7 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
COMPUTER EQUIPMENT
COMPUTER EQUIPMENT$3,263$3,263
COMPUTER EQUIPMENT$1,803$1,803
COMPUTER EQUIPMENT$1,559$1,040$519
COMPUTER SOFTWARE$13,500$13,125$375
WEBSITE$36,155$32,138$4,017
COMPUTER EQUIPMENT$2,184$146$2,038

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$28,251LegalFeesAmt
Disbursements Charitable Prps$26,640DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM PROPERTY MGMT COMPANY$30,973$0$0
DUE FROM NORTHERN TRUST$460$432$432
DIVIDEND RECEIVABLE$2,094$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PARTNERSHIP PORTFOLIO EXPENSES$1,617$1,617
OFFICE EXPENSES$5,636$5,513
PAYROLL EXPENSES$1,657$1,657
IT TECHNICAL SUPPORT$10,614$399
RENT AND ROYALTY EXPENSES$127,440
INSURANCE$2,565$2,470
BANK FEES$51$51
WORKERS COMPENSATION INSURANCE$2,788$2,788
965 DEDUCTIONS - FARALLON$1,036
Rent and Royalty Expense$127,440

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FLOW-THRU FARALLON CAPITAL PTRS ORD INC$1,793$1,793
OTHER INVESTMENT INCOME$49$49
965 INCOME - FARALLON CAPITAL PTRS$1,719$1,719

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
BOOK GAIN ON GRANT OF APPRECIATED$0
PROPERTY TO A PUBLIC NONPROFIT$0
EDUCATIONAL INSTITUTION$15,019,173

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPTO LIABILITYDesc
BOY Book Value$5,387BOYBookValueAmt
EOY Book Value$14,524EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$110,039$99,164
MANAGEMENT FEE$1,893$1,067

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
SECRETARY OF STATE-ILLINOIS$467$467
SECRETARY OF STATE-CALIFORNIA$25$25
FOREIGN TAXES - PARTNERSHIPS$145$145
PAYROLL TAXES$20,336$20,336
CALIFORNIA TAXES$235$235
FEDERAL EXCISE TAX ACCRUED$252