THE FREMONT GROUP FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE FREMONT GROUP FOUNDATION (EIN 33-3255428)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-24
- IRS object ID
- 201802059349100310
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-24T12:56:10-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941527242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARELLA BRAUN MARTEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET SUITE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 333255428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREMONT GROUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREM | BusinessNameControlTxt |
| Phone | 4152848503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941193809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID R COVIN | PersonNm |
| Person Title | PRES. & DIRECTOR | PersonTitleTxt |
| Phone | 4152848503 | PhoneNum |
| Signature | 2018-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA A MURPHY | PreparerPersonNm |
| PTIN | P00439228 | PTIN |
| Phone | 4159544400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,553,091 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $183,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $922,545 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,594,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $922,545 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,106,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,106,080 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,795 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,795 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $61,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,812 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,315 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,284 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,879 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $571,624 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $571,624 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $672,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $646,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $433,537 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,090,950 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $116,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $208,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $208,485 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,389 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $7,704,742 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,057,317 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,344,606 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,829,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,265,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,553,091 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,521 | AccountsPayableEOYAmt |
| Grants Payable BOY | $10,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,521 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,819,796 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,253,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,819,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,253,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,829,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,265,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,819,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $433,537 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,253,333 | SubtotalAmt |
| Other Decreases | $52 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,253,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 654.11 SHARES DODGE & COX STOCK FUND | P | 2016-12-21 | 2017-05-23 | $125,000 | $123,103 | $1,897 | $1,897 |
| 319.57 SHARES DODGE & COX STOCK FUND | P | 2017-03-29 | 2017-06-19 | $62,000 | $59,899 | $2,101 | $2,101 |
| 105.33 SHARES DODGE & COX STOCK FUND | P | 2016-12-21 | 2017-08-28 | $20,238 | $19,958 | $280 | $280 |
| 119.77 SHARES DODGE & COX STOCK FUND | P | 2017-09-26 | 2017-11-20 | $24,132 | $23,781 | $351 | $351 |
| 305.3 SHARES DODGE & COX STOCK FUND | P | 2017-12-19 | 2017-12-21 | $62,500 | $61,905 | $595 | $595 |
| 222.56 SHARES DODGE & COX STOCK FUND | P | 2016-03-24 | 2017-08-28 | $42,762 | $39,555 | $3,207 | $3,207 |
| 190.43 SHARES DODGE & COX STOCK FUND | P | 2016-03-24 | 2017-11-20 | $38,368 | $31,911 | $6,457 | $6,457 |
| 1,325.81 SHARES MFO PRICE T ROWE GROWTH STK FD | P | 2016-12-15 | 2017-05-08 | $82,797 | $71,355 | $11,442 | $11,442 |
| 991.28 SHARES MFO PRICE T ROWE GROWTH STK FD | P | 2017-12-14 | 2017-12-21 | $62,500 | $62,035 | $465 | $465 |
| 675.79 SHARES MFO PRICE T ROWE GROWTH STK FD | P | 2015-12-04 | 2017-05-08 | $42,203 | $35,810 | $6,393 | $6,393 |
| 979.63 SHARES MFO PRICE T ROWE GROWTH STK FD | P | 2015-12-15 | 2017-06-19 | $63,000 | $49,914 | $13,086 | $13,086 |
| 941.39 SHARES MFO PRICE T ROWE GROWTH STK FD | P | 2014-12-12 | 2017-08-28 | $62,000 | $47,879 | $14,121 | $14,121 |
| 888.79 SHARES MFO PRICE T ROWE GROWTH STK FD | P | 2014-12-12 | 2017-11-20 | $62,500 | $45,204 | $17,296 | $17,296 |
| CAPITAL GAINS DIVIDENDS | P | $844,854 | $844,854 | $844,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $922,545 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $551,507 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,985,879 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050201 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $536,567 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,603,270 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046243 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $443,512 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,276,112 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039332 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $396,930 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,978,937 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039777 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $408,546 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,663,845 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047155 | DistributionYr5Rt |
| Total Distribution | 0.222708 | TotalDistributionRt |
| Average Distribution | 0.044542 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,609,395 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $561,648 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,910 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $572,558 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $646,503 | 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 | $10,910 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,910 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,389 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,389 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,479 | OverpaymentAmt |
| Applied To ES Tax | $11,479 | 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 |
| Individual With Books | PRESIDENT DIRECTOR | IndividualWithBooksNm |
| Phone | 4152848503 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 FREMONT STREET 22ND FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID R COVIN | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALAN M DACHS | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RICHARD S KOPF | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | V-P, SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| DEBORAH L DUNCAN | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | V-P, TREASURER & DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHU C HUANG | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | V-P & DIRECTOR | 0.00 | $0 | $0 | $0 |
| WENDY AITKEN | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LOUISE HUSIN | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN A RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHARLES LESEM | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $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 | $12,644,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,801,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,801,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,609,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $630,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $630,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,910 | TotalTaxAmt |
| Distributable Before Adj | $619,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $619,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $619,560 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $646,503 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $646,503 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,910 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $635,593 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $619,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $14,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $646,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $619,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,943 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,046 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,103 | ExcessFromYear1Amt |
| Excess From Current Year | $26,943 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCION CHICAGO | |||||||
| 1436 WEST RANDOLPH ST SUITE 300 | CHICAGO | IL | 60607 | N/A | PC | TO SUPPORT JOB TRAINING PROGRAMS AND THE HATCHERY PROJECT | $500 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | N/A | PC | TO PROVIDE FOOD FOR THOSE IN NEED OF IT | $100 |
| AMERICAN NATIONAL RED CROSS GREATER HOUSTON CHAPTER | |||||||
| 2700 SOUTHWEST FWY | HOUSTON | TX | 77098 | N/A | PC | TO PROVIDE SUPPLIES OF FOOD TO DISTRIBUTE TO ELDERLY PEOPLE, HUNGRY CHILDREN AND FAMILIES IN THE COMMUNITY | $1,000 |
| AMERICAN TRUST FOR OXFORD UNIVERSITY | |||||||
| 8229 BOONE BLVD SUITE 240 | VIENNA | VA | 22182 | N/A | PC | TO SUPPORT SCHOLARSHIP PROGRAMS IN THE RHODES TRUST | $10,000 |
| BAT CONSERVATION INTERNATIONAL INC | |||||||
| 500 N CAPITAL OF TX HWY BLDG 1-201 | AUSTIN | TX | 78746 | N/A | PC | TO SUPPORT BAT CONSERVATION AND EDUCATION PROGRAMS | $200 |
| BERKELEY COMMUNITY FUND | |||||||
| 2111 MARTIN LUTHER KING JR WAY | BERKELEY | CA | 94704 | N/A | PC | TO SUPPORT COLLEGE PREPARATORY AND COLLEGE EDUCATION EFFORTS | $1,250 |
| BERKELEYOAKLAND AILEYCAMP AT CAL PERFORMANCES | |||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 947204800 | N/A | PC | TO SUPPORT THE 2017 AILEYCAMP PROGRAM THAT USES DANCE AS A VEHICLE FOR DEVELOPING SELF-ESTEEM. | $15,000 |
| BLACK PINE CIRCLE SCHOOL | |||||||
| 2027 7TH STREET | BERKELEY | CA | 94710 | N/A | PC | CAPITAL CAMPAIGN FOR THE NEW QLAB SCIENCE BUILDING | $250 |
| BOY SCOUTS OF AMERICA SF BAY COUNCIL | |||||||
| 1001 DAVIS STREET | SAN LEANDRO | CA | 94577 | N/A | PC | TO SUPPORT YOUTH CHARACTER DEVELOPMENT PROGRAMS | $3,000 |
| BOY SCOUTS OF AMERICA SF BAY COUNCIL | |||||||
| 1001 DAVIS STREET | SAN LEANDRO | CA | 94577 | N/A | PC | TO FUND CITIZEN LEADERSHIP AND CHARACTER DEVELOPMENT PROGRAMS FOR YOUTH | $1,500 |
| BOYS & GIRLS CLUBS OF SAN FRANCISCO | |||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | TO SUPPORT CAREER CONNECT PROGRAMS FOR MIDDLE AND HIGH SCHOOL-AGED MEMBERS. | $15,000 |
| BREAD AND ROSES | |||||||
| 233 TAMALPAIS DRIVE SUITE 100 | CORTE MADERA | CA | 94925 | N/A | PC | TO HELP PROVIDE FREE LIVE ENTERTAINMENT TO PEOPLE WHO LIVE IN INSTITUTIONS | $250 |
| BUCKINGHAM BROWNE NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING RD | CAMBRIDGE | MA | 02138 | N/A | PC | TO SUPPORT FINANCIAL AID PROGRAMS | $1,500 |
| CARLETON COLLEGE | |||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | PC | TO SUPPORT THE ALUMNI FUND TO PROVIDE VITAL RESOURCES FOR LEARNING AND TEACHING | $5,000 |
| CARLETON COLLEGE | |||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | PC | TO SUPPORT UNDERGRADUATE EDUCATIONAL ATHLETICS | $500 |
| CHILD AID | |||||||
| 917 SW OAK STREET STE 208 | PORTLAND | OR | 97205 | N/A | PC | TO BENEFIT CHILD AID'S LITERACY PROGRAMS | $500 |
| CHILD AID | |||||||
| 917 SW OAK STREET STE 208 | PORTLAND | OR | 97205 | N/A | PC | TO HELP IMPROVE LITERACY AND SUPPORT SCHOOLS AND PROGRAMS IN GUATEMALA | $500 |
| COASTAL BEND FOOD BANK | |||||||
| 826 KRILL ST | CORPUS CHRISTI | TX | 784082515 | N/A | PC | SUPPORT RECOVERY AND RELIEF EFFORTS FOR HURRICANE HARVEY | $500 |
| COLLEGE PREPARATORY SCHOOL | |||||||
| 6100 BROADWAY | OAKLAND | CA | 94618 | N/A | PC | TO SUPPORT COLLEGE PREPARATORY EDUCATION | $3,500 |
| COMMUNITY VIOLENCE SOLUTIONS | |||||||
| 2101 VAN NESS ST | SAN PABLO | CA | 948063622 | N/A | PC | TO SUPPORT PROGRAMS TO PROTECT BOYS AND GIRLS FROM SEXUAL ASSAULT AND RAPE | $750 |
| CORTE MADERA LARKSPUR FOUNDATION (DBA SPARK) | |||||||
| 230 DOHERTY DR | LARKSPUR | CA | 94939 | N/A | PC | RAISES FUNDS FOR EDUCATIONAL PROGRAMS AT RISK FOR BEING CUT DUE TO BUDGET CUTS AND SUPPORTS QUALITY EDUCATION FOR ALL CHILDREN IN THE SCHOOL DISTRICT | $1,000 |
| COUNCIL ON FOUNDATIONS | |||||||
| PO BOX 75661 | BALTIMORE | MD | 212755661 | N/A | PC | HELP PROVIDE THE OPPORTUNITY, LEADERSHIP, AND TOOLS NEEDED BY PHILANTHROPIC ORGANIZATIONS TO EXPAND, ENHANCE, AND SUSTAIN THEIR ABILITY TO ADVANCE THE COMMON GOOD. | $1,200 |
| CRYSTAL SPRINGS UPLANDS SCHOOL | |||||||
| 400 UPLANDS DRIVE | HILLSBOROUGH | CA | 94010 | N/A | PC | TO SUPPORT FINANCIAL AID PROGRAMS | $10,000 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 SLAPATERA LN | SANTA BARBARA | CA | 93117 | N/A | PC | TO IMPROVE THE HEALTH AND LIVES OF PEOPLE AFFECTED BY HURRICANE MARIA | $540 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE FL 2 | NEW YORK | NY | 10001 | N/A | PC | TO SUPPORT THE PROVISION OF MEDICAL CARE WHERE IT IS NEEDED | $830 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | TO SUPPORT ENVIRONMENTAL PROTECTION PROGRAMS | $1,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | TO SUPPORT THE FIGHT TO PROTECT OUR ENVIRONMENT | $1,000 |
| EAST OAKLAND YOUTH DEVELOPMENT CENTER | |||||||
| 8200 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94621 | N/A | PC | TO SUPPORT THE EDUCATIONAL, ARTS, WELLNESS, AND WORKFORCE PREPARATIONS PROGRAMS FOR LOW-INCOME CHILDREN AND YOUTH IN EAST OAKLAND, CALIFORNIA | $25,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | TO SUPPORT LEGAL ASSISTANCE FOR PRISONERS | $500 |
| FIRST GRADUATE | |||||||
| 3130 20TH STREET SUITE 275 | SAN FRANCISCO | CA | 94110 | N/A | PC | TO SUPPORT THE FUND-A-NEED PROGRAM, WHICH COVERS EDUCATION-RELATED EXPENSES FOR FIRST GRADUATE STUDENTS | $500 |
| FIRST GRADUATE | |||||||
| 3130 20TH STREET SUITE 275 | SAN FRANCISCO | CA | 94110 | N/A | PC | TO HELP PAY FOR SCHOOL SUPPLIES FOR THE AFTER SCHOOL PROGRAMS, PURCHASE SAT & ACT PREP MATERIALS, AND HELP FUND COLLEGE VISITS FOR JUNIORS IN THE PROGRAM | $100 |
| FIRST GRADUATE | |||||||
| 3130 20TH STREET SUITE 275 | SAN FRANCISCO | CA | 94110 | N/A | PC | TO PROVIDE SUPPLIES AND RESOURCES FOR STUDENT ACHIEVEMENT | $5,000 |
| FOOD BANK CONTRA COSTA AND SOLANO | |||||||
| PO BOX 6324 | CONCORD | CA | 945241324 | N/A | PC | PROVIDE FOOD FOR THOSE IN NEED | $1,000 |
| FRED FINCH YOUTH CENTER | |||||||
| 3800 COOLIDGE AVENUE | OAKLAND | CA | 94602 | N/A | PC | TO SUPPORT THE INDIVIDUAL PLACEMENT AND SUPPORT EMPLOYMENT SERVICES PROGRAM FOR TRANSITION AGE YOUTH | $20,000 |
| GIRLS INCORPORATED OF ALAMEDA COUNTY | |||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | N/A | PC | SUPPORTING GIRLS INC.'S EUREKA! TEEN ACHIEVEMENT PROGRAM FOR 2017-18. | $30,000 |
| GLOBAL GLIMPSE | |||||||
| 101 BROADWAY SUITE 301 | OAKLAND | CA | 94607 | N/A | PC | TO SPONSOR PUBLIC HIGH SCHOOL STUDENTS' PARTICIPATION IN WORKSHOPS AND A THREE-WEEK IMMERSION TRAVEL PROGRAM REGARDING LEADERSHIP AND INTERNATIONAL DEVELOPMENT. | $4,000 |
| HANDFUL PLAYERS | |||||||
| 530 DIVISADERO STREET 454 | SAN FRANCISCO | CA | 94117 | N/A | PC | TO SUPPORT MUSICAL THEATER WORKSHOPS, COMMISSIONED ORIGINAL PLAYS, AND COMMUNITY PERFORMANCES FOR UNDERSERVED YOUTH IN SF. | $5,000 |
| HANDFUL PLAYERS | |||||||
| 530 DIVISADERO STREET 454 | SAN FRANCISCO | CA | 94117 | N/A | PC | TO PROVIDE INCLUSIVE YEAR-ROUND PERFORMING ARTS EDUCATION PROGRAMS FOR OVER 600 UNDERSERVED CHILDREN K-12 AT WESTERN ADDITION SCHOOLS AND COMMUNITY CENTERS TO ADDRESS CRITICAL YOUTH DEVELOPMENT NEEDS AND COMMUNITY BUILDING ACROSS DIVERSE GROUPS | $10,000 |
| HEAD ROYCE SCHOOL | |||||||
| 4315 LINCOLN AVENUE | OAKLAND | CA | 94602 | N/A | PC | TO SUPPORT THE HEADS UP PROGRAM TO PROMOTE ACADEMIC SUCCESS FOR UNDERSERVED MIDDLE SCHOOL STUDENTS | $30,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 722022863 | N/A | PC | TO SUPPORT THE DISASTER REHABILITATION FUND | $180 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 722022863 | N/A | PC | TO SUPPORT AGRICULTURAL COMMUNITIES AND FAMILIES WITH HUNGER AND POVERTY | $180 |
| HILLSBOROUGH SCHOOLS FOUNDATION (HSF) | |||||||
| 300 EL CERRITO AVENUE | HILLSBOROUGH | CA | 94010 | N/A | PC | TO PROVIDE SUPPORT TO THE HILLSBOROUGH PUBLIC SCHOOL SYSTEM FOR ACADEMIC INITIATIVES THAT WILL MAKE A DIFFERENCE TO ALL STUDENTS | $5,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PC | TO PROVIDE FOOD AND FIGHT HUNGER IN HOUSTON | $1,500 |
| HOUSTON HUMANE SOCIETY | |||||||
| 14700 ALMEDA ROAD | HOUSTON | TX | 770534930 | N/A | PC | HELP PROVIDE SAFETY AND CARE FOR NEEDY ANIMALS | $500 |
| JANE GOODALL INSTITUTE | |||||||
| 1595 SPRING HILL ROAD | VIENNA | VA | 22182 | N/A | PC | TO PROTECT CHIMPANZEE POPULATION | $300 |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| PO BOX 159004 | SAN FRANCISCO | CA | 941159004 | N/A | PC | TO PROVIDE SERVICES TO CHILDREN, FAMILIES AND SENIORS IN NEED IN SAN FRANCISCO | $1,500 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | TO SUPPORT KQED RADIO PROGRAMMING | $360 |
| LA CASA DE LAS MADRES | |||||||
| 1663 MISSION STREET SUITE 225 | SAN FRANCISCO | CA | 94103 | N/A | PC | PURCHASE WOMEN'S BACKPACKS FOR DOMESTIC VIOLENCE VICTIMS | $100 |
| LAMPLIGHTERS MUSIC THEATER | |||||||
| 469 BRYANT STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | FOR PRODUCTION COSTS TO BRING GILBERT & SULLIVAN LIVE OPERETTAS TO THE BAY AREA | $200 |
| LAS LOMITAS EDUCATION FOUNDATION | |||||||
| PO BOX 7282 | MENLO PARK | CA | 94025 | N/A | PC | TO SUPPORT ELEMENTARY EDUCATION PROGRAMS AND PROVIDE FOR SMALLER CLASSROOM SIZES AND ELECTIVE CLASSES FOR THE SCHOOL DISTRICT | $3,750 |
| LAWTON ALTERNATIVE SCHOOL PTA | |||||||
| 1570 31ST AVE | SAN FRANCISCO | CA | 94112 | N/A | PC | TO PROVIDE SCHOOL SUPPLIES | $250 |
| LEVEL PLAYING FIELD INSTITUTE | |||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | TO SUPPORT THE SUMMER MATH AND SCIENCE PROGRAM | $100 |
| LILY'S LEGACY SENIOR DOG SANCTUARY | |||||||
| PO BOX 751002 | PETALUMA | CA | 94975 | N/A | PC | TO PROVIDE A SAFE AND LOVING HOME FOR SENIOR, LARGE BREED DOGS WHO HAVE BEEN DISPLACED OR ABANDONED; TO PROVIDE ADOPTION OR PERMANENT SANCTUARY RESIDENCE FOR DOGS AGE 7 OR OLDER, AND OVER 50 LBS, THAT WOULD BE POOR CANDIDATES FOR ADOPTION AT SHELTERS. | $10,000 |
| MEALS ON WHEELS OF CONTRA COSTA | |||||||
| 1220 MORELLO AVE STE 210 | MARTINEZ | CA | 94553 | N/A | PC | TO PROVIDE MEALS FOR SHUT-INS WHO ARE POOR AND NEEDY | $500 |
| MILO FOUNDATION | |||||||
| PO BOX 6625 | ALBANY | CA | 94706 | N/A | PC | TO SUPPORT THEIR MISSION AND SANCTUARY AND ADOPTION PROGRAMS | $200 |
| MOUNTAIN VIEW PARENT FACULTY CLUB | |||||||
| 1705 THORNWOOD DRIVE | CONCORD | CA | 94521 | N/A | PC | TO PROVIDE SCHOOL SUPPLIES | $100 |
| NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES | |||||||
| 200 S MICHIGAN AVE SUITE 1040 | CHICAGO | IL | 60604 | N/A | PC | TO SUPPORT THE DEVELOPMENT OF DEBATE PROGRAMS FOR URBAN STUDENTS | $250 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | N/A | PC | TO SUPPORT ENVIRONMENTAL PROGRAMS | $1,000 |
| OAKLAND PARKS & RECREATION FOUNDATION | |||||||
| PO BOX 13267 | OAKLAND | CA | 94661 | N/A | PC | TO SUPPORT OAKLAND CIVIC ORCHESTRA | $300 |
| OAKLAND STROKES | |||||||
| 4096 PIEDMONT AVE PMB 308 | OAKLAND | CA | 94611 | N/A | PC | TO SUPPORT STUDENTS ROWING IN OAKLAND | $10,000 |
| ON YOUR FEET FOUNDATION NORTHERN CALIFORNIA | |||||||
| 123 10TH ST | SAN FRANCISCO | CA | 941032604 | N/A | PC | HELPING YOUNG MOTHERS WHO HAVE GIVEN THEIR CHILD UP FOR ADOPTION | $4,750 |
| PACIFICA RESOURCE CENTER | |||||||
| 1809 PALMETTO AVE | PACIFICA | CA | 94044 | N/A | PC | TO SUPPORT THE ECONOMIC SECURITY OF PACIFICA FAMILIES | $2,500 |
| PENINSULA HUMANE SOCIETY & SPCA | |||||||
| 1450 ROLLINS RD | BURLINGAME | CA | 94010 | N/A | PC | TO BENEFIT THE HOPE PROJECT, WHICH HELPS THE NEEDIEST OF ANIMALS FIND HOMES | $180 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | N/A | PC | TO SUPPORT CONSERVATION PROGRAMS TO PROTECT OPEN SPACE IN THE SF PENINSULA | $1,000 |
| PLANNED PETHOOD INTERNATIONAL | |||||||
| 4170 TENNYSON STREET | DENVER | CO | 80212 | N/A | PC | FOR VETERINARY CARE FOR ANIMALS AT PLANNED PETHOOD INTERNATIONAL | $100 |
| PRINCETON UNIVERSITY | |||||||
| HELM BUILDING 330 ALEXANDER ROAD | PRINCETON | NJ | 08540 | N/A | PC | FOR THE PURA TO SUPPORT THE MISSION OF EDUCATION THROUGH ATHLETICS | $10,000 |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3990 BRICKWAY BLVD | SANTA BARBARA | CA | 95403 | N/A | PC | TO HELP FIRE VICTIMS IN SONOMA AND NAPA COUNTIES | $100 |
| SAN FRANCISCO MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94965 | N/A | PC | FOR THE THANKSGIVING FOOD DRIVE WITH MATCHING FUNDS COMING FROM BLACK ROCK | $100 |
| SAN FRANCISCO SPCA | |||||||
| 201 ALABAMA ST | SAN FRANCISCO | CA | 94103 | N/A | PC | FOR VETERINARY CARE FOR ANIMALS AT SAN FRANCISCO SPCA | $100 |
| SF- MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 941073446 | N/A | PC | TO SUPPORT THE FOOD FROM THE BAR CAMPAIGN | $59,010 |
| SFCASA | |||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | SUPPORTING SFCASA'S CORE ADVOCACY PROGRAM FOR 2017-18. | $25,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | N/A | PC | TO PROVIDE FUNDS FOR CLEFT LIP AND PALATE SURGERY FOR CHILDREN. | $100 |
| SMITH COLLEGE | |||||||
| 22 ELM STREET | NORTHAMPTON | MA | 01063 | N/A | PC | TO PROVIDE STUDENTS WITH INNOVATIVE EDUCATIONAL EXPERIENCES THAT MATCH THEIR AMBITIONS AND ENCOURAGE LEADERSHIP | $10,000 |
| SOCIETY OF ORPHANED ARMENIAN CHILDREN (SOAR) | |||||||
| 150 N RADNOR CHESTER RD F-200 | RADNOR | PA | 19087 | N/A | PC | FOR FUNDING CHRISTMAS PARTIES AND GIFTS IN ORPHANAGES IN ARMENIA. | $100 |
| SOUTH OF MARKET CHILD CARE | |||||||
| 790 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | TO SUPPORT THE TRANSBAY COMMUNITY EFFORTS | $10,000 |
| SOUTH OF MARKET CHILD CARE | |||||||
| 790 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | FOR RESOURCES TO SERVE CHILDREN'S EARLY EDUCATION IN THE SOMA COMMUNITY | $5,000 |
| SOUTH OF MARKET CHILD CARE | |||||||
| 790 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | N/A | PC | TO SUPPORT SCHOLARSHIP PROGRAM | $20,000 |
| SPECIAL HAVEN | |||||||
| 215 G STREET | ANTIOCH | CA | 94509 | N/A | PC | TO HELP PROMOTE INDEPENDENCE OF SPECIFIC POPULATIONS AND PROVIDE A MULTI-SENSORY ENVIRONMENT FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS | $1,500 |
| SPECIAL OLYMPICS NORTHERN CALIFORNIA (SONC) | |||||||
| PO BOX 5130 | SAN JOSE | CA | 95112 | N/A | PC | SUPPORT SONC PROGRAMS TO ENRICH LIVES OF CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES THROUGH SPORTS | $100 |
| TANDEM PARTNERS IN EARLY LEARNING | |||||||
| 1275 FAIRFAX AVE SUITE 201 | SAN FRANCISCO | CA | 94124 | N/A | PC | TO SUPPORT TANDEM'S PROGRAMMING, WHICH INCLUDES SERVICES TO PROVIDE HIGHLY ENGAGING CHILDREN'S BOOKS, TRAINING AND CAPACITY BUILDING SUPPORT TO FAMILIES. | $5,000 |
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PC | PROVIDE FOOD FOR THOSE IN NEED | $500 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | PC | TO SUPPORT THE TNC CA-CONSERVATION FUNDS | $10,000 |
| THE URBAN SCHOOL | |||||||
| 1563 PAGE ST | SAN FRANCISCO | CA | 94117 | N/A | PC | TO SUPPORT HIGH SCHOOL EDUCATIONAL PROGRAMS | $100 |
| TRIPS FOR KIDS | |||||||
| 610 FOURTH STREET | SAN RAFAEL | CA | 94901 | N/A | PC | TO SUPPORT PROGRAMS PROVIDING CYCLING EXPERIENCES FOR YOUTH | $1,500 |
| TRIPS FOR KIDS | |||||||
| 610 4TH STREET | SAN RAFAEL | CA | 94901 | N/A | PC | TO SUPPORT TRAIL RIDES, AND MOBILE BIKE WORKSHOPS FOR UNDERSERVED YOUTH IN THE BAY AREA | $20,000 |
| TRIPS FOR KIDS | |||||||
| 610 4TH STREET | SAN RAFAEL | CA | 94901 | N/A | PC | PROVIDE CYCLING EXPERIENCES FOR YOUNG PEOPLE IN COMMUNITIES IN NEED | $5,000 |
| TRIPS FOR KIDS MARIN | |||||||
| 610 FOURTH STREET | SAN RAFAEL | CA | 94903 | N/A | PC | FUND MOBILE PROGRAMS (BIKE MECHANICS AND RIDING SKILLS) | $200 |
| UC REGENTS BERKELEYCAL PERFORMANCES | |||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 947204800 | N/A | PC | SUPPORT THE AILEYCAMP PROGRAM THAT USES DANCE AS A VEHICLE FOR DEVELOPING SELF-ESTEEM, CREATIVE EXPRESSION, AND CRITICAL THINKING SKILLS AMONG UNDERSERVED OR AT-RISK STUDENTS AGES 11-14 | $20,000 |
| UCSF ATHENA BREAST HEALTH NETWORK | |||||||
| LOCKBOX 45339 | SAN FRANCISCO | CA | 941450339 | N/A | PC | TO SUPPORT THE EFFORTS OF UCSF'S BREAST HEALTH NETWORK | $8,784 |
| UCSF FOUNDATION | |||||||
| LOCK BOX 45339 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO SUPPORT THE FOUNDATION'S 20TH ANNIVERSARY CELEBRATION | $5,000 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 220 MONTGOMERY STREET SUITE 1120 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO SUPPORT THE UNCF CAMPAIGN FOR EMERGENCY STUDENT AID (CESA) | $50,000 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 220 MONTGOMERY STREET SUITE 1120 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO SUPPORT EDUCATION FOR STUDENTS ATTENDING HISTORICALLY BLACK COLLEGES & UNIVERSITIES | $1,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 2080 ADDISON STREET SUITE 2000 | BERKELEY | CA | 94720 | N/A | PC | FOR THE CAL FUND- THE AREA OF GREATEST NEEDS | $500 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | N/A | PC | TO PROVIDE FUNDS FOR STUDY ABROAD PROGRAMS | $250 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 S STATE STREET SUITE 9000 | ANN ARBOR | MI | 48109 | N/A | PC | TO SUPPORT SCHOLARSHIP FUND | $10,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | TO PROVIDE STUDENTS WITH RESOURCES TO COMPLETE THEIR COLLEGE EDUCATION | $110 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 191045099 | N/A | PC | SUPPORT UNDERGRADUATE ACADEMIC PROGRAMS | $500 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET | PHILADELPHIA | PA | 191045099 | N/A | PC | TO PROVIDE FUNDS FOR NEW RESEARCH INITIATIVES | $500 |
| UNIVERSITY OF UTAH | |||||||
| 1825 E SOUTH CAMPUS DRIVE | SALT LAKE CITY | UT | 84112 | N/A | PC | TO SUPPORT PROGRAMS FOR EDUCATION AND TRAINING OF STUDENT ATHLETES | $2,500 |
| UNIVERSITY OF UTAH- ECCLES SCHOOL OF BUSINESS | |||||||
| 332 SOUTH 1400 EAST SUITE 150 | SALT LAKE CITY | UT | 84112 | N/A | PC | TO SUPPORT THE A.P. SCHOLARSHIP FUND FOR BUSINESS STUDENTS | $1,500 |
| WESLEYAN UNIVERSITY | |||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06459 | N/A | PC | FOR SCHOLARSHIPS FOR UNDERGRADUATE STUDENTS | $10,000 |
| WIKIMEDIA FOUNDATION | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | TO SUPPORT THE SHARING OF INFORMATION AND KNOWLEDGE WORLDWIDE | $100 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | N/A | PC | TO FUND WILDLIFE AND HABITAT PROGRAMS AT WWF | $100 |
| YEAR UP BAY AREA | |||||||
| 80 SUTTER ST | SAN FRANCISCO | CA | 94104 | N/A | PC | TO HELP SUPPORT YUBA IN PROVIDING URBAN YOUNG ADULTS WITH SKILLS, EXPERIENCE AND SUPPORT FOR PROFESSIONAL CAREERS AND HIGHER EDUCATION | $25,000 |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | N/A | PC | TO FUND TRAIL AND YOUTH PROGRAMS AT YOSEMITE NATIONAL PARK | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $571,624 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEAD ROYCE SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4315 LINCOLN AVENUE | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT THE HEADS UP PROGRAM TO PROMOTE ACADEMIC SUCCESS FOR UNDERSERVED MIDDLE SCHOOL STUDENTS | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $922,545 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,106,080 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,106,080 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING & TAX SERVICES FEES | $60,000 | $0 | $60,000 |
| AUDIT FEES | $1,800 | $0 | $1,800 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALL FOUNDATION OFFICERS | PersonNm |
| Short Explanation | ALL FOUNDATION OFFICERS VOLUNTEER THEIR TIME ON AN AS NEEDED BASIS AS IT RELATES TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES. | ShortExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, LINE 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1 | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN INTERNATIONAL FUND (23,623.73 SHARES) | AT COST | $592,150 | $787,379 |
| BARON GROWTH FUND (9,372.03 SHARES) | AT COST | $344,015 | $634,205 |
| DODGE & COX INCOME FUND (98,710.21 SHARES) | AT COST | $1,338,140 | $1,358,252 |
| DODGE & COX INTERNATIONAL FUND (13,711.35 SHARES) | AT COST | $562,377 | $635,110 |
| DODGE & COX STOCK FUND (18,117.93 SHARES) | AT COST | $1,956,974 | $3,688,992 |
| LONGLEAF PARTNERS SMALL CAP FUND (6,546.77 SHARES) | AT COST | $160,438 | $180,691 |
| T ROWE PRICE GROWTH STOCK FUND (63,733.44 SHARES) | AT COST | $1,832,074 | $3,992,900 |
| T ROWE PRICE MID CAP FUND (23,754.05 SHARES) | AT COST | $1,271,149 | $2,067,077 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,795 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,795 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY ADJUSTMENT FOR ACCRUED DIVIDEND INCOME | Desc |
| Amt | $52 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP FEES | $1,500 | $0 | $1,500 |
| RECORDING AND FILING FEES | $85 | $0 | $85 |
| SOFTWARE ANNUAL SUBSCRIPTION | $8,699 | $0 | $8,699 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $750 | $750 | $0 |
| CUSTODIAN FEES | $13,062 | $13,062 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $10,910 | $0 | $0 |
| FOREIGN TAXES | $1,315 | $1,315 | $0 |