LISA AND DOUGLAS GOLDMAN FUND: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: LISA AND DOUGLAS GOLDMAN FUND (EIN 94-3167546)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-12
IRS object ID: 202533169349103233
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-12T19:06:03-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	814234542	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BPM LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10 ALMADEN BOULEVARD SUITE 1000	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	951132238	ZIPCd

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

Filer Filer

Field	Value	IRS element (for citing)
EIN	943167546	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LISA & DOUGLAS GOLDMAN FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LISA	BusinessNameControlTxt
Phone	4157711717	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 MONTGOMERY STREET 3440	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	941044505	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NANCY KAMI	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	4157711717	PhoneNum
Signature	2025-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TAMARA L MCINERNEY	PreparerPersonNm
PTIN	P00011797	PTIN
Phone	4089616300	PhoneNum
Preparation	2025-11-12	PreparationDt

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

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$277,078,607	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$5,324,470	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,570,452	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$11,206,994	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$45,591,632	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$11,374,543	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$16,531,464	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,944,995	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$544,057	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$22,621	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$521,436	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$640,265	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$640,265	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$175,689	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$5,585	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$170,104	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$2,163	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$2,163	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$115,181	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$57,590	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$57,591	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$29,730	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$29,730	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$393,225	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$255,695	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$52,131	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$7,879	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$307,538	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$15,377	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$292,161	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,093,875	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,756,586	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$127,793	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,309,602	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,113,454	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,893,374	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$10,851,110	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$14,398,960	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$15,160,712	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,113,454	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$16,292,334	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,370,752	ExcessRevenueOverExpensesAmt
Net Investment Income	$14,831,541	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,778	CashBOYAmt
Cash EOY	$3,857	CashEOYAmt
Cash EOYFMV	$3,857	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$441,813	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$169,634	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$169,634	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$64,546	AcctRcvblAmt
Acct Rcvbl BOY	$76,430	AcctRcvblBOYAmt
Acct Rcvbl EOY	$64,546	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$64,546	AcctRcvblEOYFMVAmt
Prepaid Expenses BOY	$63,747	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$69,596	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$69,596	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$204,679,703	CorporateStockBOYAmt
Corporate Stock EOY	$206,335,559	CorporateStockEOYAmt
Corporate Stock EOYFMV	$206,335,559	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$14,327,515	CorporateBondsBOYAmt
Corporate Bonds EOY	$12,549,936	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$12,549,936	CorporateBondsEOYFMVAmt
Other Investments BOY	$49,958,847	OtherInvestmentsBOYAmt
Other Investments EOY	$57,821,821	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$57,821,821	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$268,493	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$257,409	LandBldgEquipAccumDeprecAmt
Land BOY	$18,963	LandBOYAmt
Land EOY	$11,084	LandEOYAmt
Land EOYFMV	$11,084	LandEOYFMVAmt
Other Assets BOY	$683,312	OtherAssetsBOYAmt
Other Assets EOY	$375,031	OtherAssetsEOYAmt
Other Assets EOYFMV	$52,574	OtherAssetsEOYFMVAmt
Total Assets BOY	$270,254,108	TotalAssetsBOYAmt
Total Assets EOY	$277,401,064	TotalAssetsEOYAmt
Total Assets EOYFMV	$277,078,607	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$172,191	AccountsPayableBOYAmt
Accounts Payable EOY	$188,498	AccountsPayableEOYAmt
Grants Payable BOY	$12,955,583	GrantsPayableBOYAmt
Grants Payable EOY	$9,497,733	GrantsPayableEOYAmt
Other Liabilities BOY	$1,523,576	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$1,370,599	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$14,651,350	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$11,056,830	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$255,602,758	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$266,344,234	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$255,602,758	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$266,344,234	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$270,254,108	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$277,401,064	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$255,602,758	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,370,752	ExcessRevenueOverExpensesAmt
Other Increases	$9,370,724	OtherIncreasesAmt
Subtotal	$266,344,234	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$266,344,234	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$45,134,677	$34,217,089	$10,917,588	$10,917,588
PASSTHROUGH GAINS	$401,437		$401,437	$401,437	P
CAPITAL GAIN DISTRIBUTION	$55,518		$55,518	$55,518	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$11,374,543	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$206,158	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$206,158	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$206,158	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$223,304	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$60,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$283,304	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$77,146	OverpaymentAmt
Applied To ES Tax	$77,146	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.LDGFUND.ORG	WebsiteAddressTxt
Individual With Books	NANCY KAMI	IndividualWithBooksNm
Phone	4157711717	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 MONTGOMERY STREET 3440	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	941044505	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
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
NANCY KAMI
1 MONTGOMERY STREET 3440	SAN FRANCISCO	CA	94104	EXEC DIRECTOR	40.00	$450,000	$91,645	$0
DOUGLAS E GOLDMAN
1 MONTGOMERY STREET 3440	SAN FRANCISCO	CA	94104	PRESIDENT	1.60	$0	$0	$0
LISA M GOLDMAN
1 MONTGOMERY STREET 3440	SAN FRANCISCO	CA	94104	SECRETARY	0.40	$0	$0	$0
JENNIFER R GOLDMAN
1 MONTGOMERY STREET 3440	SAN FRANCISCO	CA	94104	TREASURER	0.50	$0	$0	$0
JASON E GOLDMAN
1 MONTGOMERY STREET 3440	SAN FRANCISCO	CA	94104	BOARD MEMBER	0.50	$0	$0	$0
MATTHEW W GOLDMAN
1 MONTGOMERY STREET 3440	SAN FRANCISCO	CA	94104	BOARD MEMBER	0.50	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
DEBORAH E FINDLING
1 MONTGOMERY STREET 3440	SAN FRANCISCO	CA	94104	STRATEGIC PHILANTHRO	32.00	$300,000	$73,536	$0
PAMELA J ALLEN
1 MONTGOMERY STREET 3440	SAN FRANCISCO	CA	94104	SENIOR PROGRAM OFFIC	40.00	$234,000	$61,241	$0
HEATHER HART
1 MONTGOMERY STREET 3440	SAN FRANCISCO	CA	94104	COORDINATOR	40.00	$112,000	$31,648	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt	Address Line2USAddress/AddressLine2Txt
MERCER ADVISORS
100 PINE STREET SUITE 2150	SAN FRANCISCO	CA	94111	INVESTMENT MANAGEMENT	$373,259
CAPITAL GUARDIAN
ONE MARKET STREET SPEAR TOWER SUITE	SAN FRANCISCO	CA	94105	INVESTMENT MANAGEMENT	$154,056	4000
LONE VIEW CAPITAL FUND
11611 SAN VICENTE BLVD SUITE 910	LOS ANGELES	CA	90049	INVESTMENT MANAGEMENT	$61,669
TRAYNOR GROUP
384 COLUSA AVE SUITE 2	KENSINGTON	CA	94707	ACCOUNTING SERVICES	$58,766
BPM LLP
10 ALMADEN BOULEVARD SUITE 1000	SAN JOSE	CA	95113	ACCOUNTING SERVICES	$58,530

Field	Value	IRS element (for citing)
Contractor Paid Over50k	6	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	$222,435,768	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,007,605	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$58,008,537	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$281,451,910	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$281,451,910	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,221,779	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$277,230,131	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$13,861,507	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$13,861,507	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$206,158	TaxBasedOnInvestmentIncomeAmt
Total Tax	$206,158	TotalTaxAmt
Distributable Before Adj	$13,655,349	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$90,000	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$13,745,349	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$13,745,349	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$16,292,334	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$16,292,334	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$13,745,349	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$61,093	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$1,623,732	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,399,998	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,084,823	TotalExcessDistributionCyovAmt
Qualifying Distributions	$16,292,334	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$13,745,349	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,546,985	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$6,631,808	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	$6,631,808	ExcessDistriCyovToNextYrAmt
Excess From Year4	$61,093	ExcessFromYear4Amt
Excess From Year2	$1,623,732	ExcessFromYear2Amt
Excess From Year1	$2,399,998	ExcessFromYear1Amt
Excess From Current Year	$2,546,985	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DOUGLAS E GOLDMAN	ContributingManagerNm
Contributing Manager	LISA M GOLDMAN	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	DOUGLAS E GOLDMAN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 MONTGOMERY STREET 3440	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4157711717	RecipientPhoneNum
Form And Info And Materials	AFTER REVIEWING THE FUND'S CURRENT PRIORITIES AND LIMITATIONS, INTERESTED APPLICANTS SHOULD SUBMIT AN INITIAL LETTER OF INQUIRY FOR REVIEW. APPLICANTS WHO RECEIVE A FAVORABLE RESPONSE TO THEIR INITIAL INQUIRY WILL BE INVITED TO SUBMIT A FORMAL PROPOSAL WITH SUPPORTING MATERIALS WE ENCOURAGE APPLICANTS WHO HAVE QUESTIONS REGARDING THE APPROPRIATENESS OF A PROJECT TO CONTACT THE FUND DIRECTLY. THE APPLICATION PROCESS IS EXPLAINED AT HTTP://WWW.LDGFUND.ORG/GRANT-SEEKERS/	FormAndInfoAndMaterialsTxt
Submission Deadlines	THERE ARE NO DEADLINES FOR SUBMISSION; APPLICATIONS ALL YEAR	SubmissionDeadlinesTxt
Restrictions On Awards	ORGANIZATIONS MUST QUALIFY UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3).	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (301 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
826 VALENCIA
826 VALENCIA STREET	SAN FRANCISCO	CA	94110	NONE	PC	MISSION BAY SCHOOL PROGRAMS (BAYVIEW & POTRERO HILL)	$50,000
ABORTION CARE NETWORK
1300 I ST NW SUITE 400E	WASHINGTON	DC	20005	NONE	PC	PROVIDER SUSTAINABILITY INITIATIVE	$75,000
ABORTION COALITION FOR TELEMEDICINE
224 WEST 35TH STREET SUITE 500	NEW YORK	NY	10001	NONE	PC	CAPACITY BUILDING	$100,000
ACTION FOR THE CLIMATE EMERGENCY
4696 BROADWAY	BOULDER	CO	80304	NONE	PC	CIVIC ENGAGEMENT AND DEMOCRACY PROGRAM	$125,000
ALZHEIMER'S ASSOCIATION(PTC)
2290 N FIRST STREET SUITE 101	SAN JOSE	CA	95131	NONE	PC	PART THE CLOUD	$15,000
ALZHEIMER'S ASSOCIATION(PTC)
2290 N FIRST STREET SUITE 101	SAN JOSE	CA	95131	NONE	PC	PART THE CLOUD	$25,000
ALZHEIMER'S DISEASE & RELATED DISORDERS
PO BOX 96011	WASHINGTON	DC	200906011	NONE	PC	MATCHING GRANT	$100
AMERICAN CIVIL LIBERTIES UNION FD OF NCA
39 DRUMM STREET	SAN FRANCISCO	CA	94111	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
AMERICAN CONSTITUTION SOCIETY
1331 PENNSYLVANIA AVE NW SUITE 524	WASHINGTON	DC	20004	NONE	PC	PATH TO THE BENCH	$150,000	NORTH
AMERICAN FRIENDS OF THE ISRAEL DEM INST
601 13TH ST NW SUITE 610	WASHINGTON	DC	20005	NONE	PC	CENTER FOR GOVERNANCE AND THE ECONOMY	$25,000
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
545 5TH AVE RM 920	NEW YORK	NY	100173637	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
AMERICAN OVERSIGHT
1400 K ST NW STE 800	NEW YORK	NY	20005	NONE	PC	FREE AND FAIR ELECTIONS PROJECT	$100,000
AMERICANS UNITED FOR SEP CHURCH & STATE
1310 L STREET NW SUITE 200	WASHINGTON	DC	20005	NONE	PC	REVITALIZATION AND VISIBILITY CAMPAIGN	$75,000
AMERICANS UNITED FOR SEP CHURCH & STATE
1310 L STREET NW SUITE 200	WASHINGTON	DC	20005	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
AS YOU SOW
2020 MILVIA ST STE 500	BERKELEY	CA	947041298	NONE	PC	SHAREHOLDER ACTION: PLASTIC POLLUTION	$50,000
AS YOU SOW
2020 MILVIA ST STE 500	BERKELEY	CA	947041298	NONE	PC	SHAREHOLDER ACTION: PLASTIC POLLUTION	$25,000
ASIAN ART MUSEUM FOUNDATION OF SF
200 LARKIN STREET	SAN FRANCISCO	CA	94102	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
BAYKEEPER
1736 FRANKLIN STREET SUITE 800	OAKLAND	CA	94612	NONE	PC	BAY RESILIENCE PROJECT	$30,000
BAYKEEPER
1736 FRANKLIN STREET SUITE 800	OAKLAND	CA	94612	NONE	PC	BAY RESILIENCE PROJECT	$10,000
BAYKEEPER
1736 FRANKLIN STREET SUITE 800	OAKLAND	CA	94612	NONE	PC	BAY RESILIENCE PROJECT	$10,000
BAYKEEPER
1736 FRANKLIN STREET SUITE 800	OAKLAND	CA	94612	NONE	PC	BAY RESILIENCE PROJECT	$10,000
BEND THE ARC
330 7TH AVE STE 1902	NEW YORK	NY	100015241	NONE	PC	BAY AREA REGIONAL NETWORK	$35,000
BRADY CENTER TO PREVENT GUN VIOLENCE
840 1ST ST NE STE 400	WASHINGTON	DC	200028040	NONE	PC	GOVERNMENT TRANSPARENCY FOR GUN VIOLENCE PREVENTION	$50,000
BRIGID ALLIANCE INC
PO BOX 58	NEW YORK	NY	100240058	NONE	PC	GENERAL OPERATING SUPPORT	$175,000
BROWN UNIVERSITY
350 EDDY ST 4TH FLOOR BOX J	PROVIDENCE	RI	029034202	NONE	PC	NK MATCHING GRANT	$100
BUILD IT GREEN
300 FRANK H OGAWA PLAZA SUITE 301	OAKLAND	CA	94612	NONE	PC	REGENERATIVE COMMUNITIES PROGRAM	$50,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVE	SAN FRANCISCO	CA	94118	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
CALIFORNIA PACIFIC MEDICAL CENTER FOUNDAT
2015 STEINER STREET	SAN FRANCISCO	CA	94115	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
CAMPAIGN LEGAL CENTER INC
1101 14TH ST NW STE 400	WASHINGTON	DC	200055624	NONE	PC	VOTING RIGHTS PROGRAM	$100,000
CANDID
360 22ND ST SUITE 500	NEW YORK	NY	94612	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
CANOPY PLANET FOUNDATION
				NONE	PC	PACK4GOOD	$90,000		SUITE 1 1726 COMMERCIAL DR	VANCOUVER	BRITISH COLUMBIA	CA	V5N 4A3
CANOPY PLANET FOUNDATION
				NONE	PC	PACK4GOOD	$10,000		SUITE 1 1726 COMMERCIAL DR	VANCOUVER	BRITISH COLUMBIA	CA	V5N 4A3
CARBON CYCLE INSTITUTE
245 KENTUCKY STREET SUITE B1	PETALUMA	CA	94952	NONE	PC	BAY AREA CLIMATE-BENEFICIAL AGRICULTURE	$75,000
CCOF FOUNDATION
2155 DELAWARE AVE STE 150	SANTA CRUZ	CA	950605732	NONE	PC	ORGANIC TRANSITION PROGRAM	$50,000
CCOF FOUNDATION
2155 DELAWARE AVE STE 150	SANTA CRUZ	CA	950605732	NONE	PC	ORGANIC TRANSITION PROGRAM	$25,000
CENTER FOR COUNTERING DIGITAL HATE
1250 CONNECTICUT AVE NW SUITE 700	WASHINGTON	DC	20036	NONE	PC	COUNTERING THE PROLIFERATION OF ONLINE ANTISEMITISM	$100,000
CENTER FOR DISASTER PHILANTHROPY
ONE THOMAS CIRCLE NW SUITE 700	WASHINGTON	DC	20005	NONE	PC	UKRAINE HUMANITARIAN CRISIS RECOVERY FUND	$75,000
CENTER FOR DISASTER PHILANTHROPY
ONE THOMAS CIRCLE NW SUITE 700	WASHINGTON	DC	20005	NONE	PC	HAWAII WILDFIRES RECOVERY FUND	$25,000
CENTER FOR DISASTER PHILANTHROPY
ONE THOMAS CIRCLE NW SUITE 700	WASHINGTON	DC	20005	NONE	PC	DISASTER RECOVERY FUND	$50,000
CENTRAL CITY HOSPITALITY
290 TURK STREET	SAN FRANCISCO	CA	94102	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
CHILDREN'S BOOK PROJECT
3433 21ST STREET	SAN FRANCISCO	CA	941102212	NONE	PC	GENERAL OPERATING SUPPORT	$2,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740	SAN FRANCISCO	CA	94144	NONE	PC	GENERAL OPERATING SUPPORT	$51,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740	SAN FRANCISCO	CA	94144	NONE	PC	GENERAL OPERATING SUPPORT	$3,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740	SAN FRANCISCO	CA	94144	NONE	PC	GENERAL OPERATING SUPPORT	$3,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740	SAN FRANCISCO	CA	94144	NONE	PC	GENERAL OPERATING SUPPORT	$3,000
CITY ARTS AND LECTURES INC
333 HAYES STREET SUITE 202	SAN FRANCISCO	CA	94102	NONE	PC	EDUCATIONAL OUTREACH PROGRAM	$15,000
CIVIC NATION
1156 15TH ST NW STE 1000	WASHINGTON	DC	200051721	NONE	PC	WHEN WE ALL VOTE	$100,000
CLEAN PRODUCTION ACTION
1310 BROADWAY STE 101	SOMERVILLE	MA	021441837	NONE	PC	SAFER AND REUSABLE FOOD SERVICE WARE	$40,000
COASTAL QUEST
2625 ALCATRAZ AVE 609	BERKELEY	CA	947052702	NONE	PC	BAY AREA CLIMATE RESILIENT COASTAL COMMUNITIES INITIATIVE	$50,000
COASTAL ROOTS FARM
441 SAXONY RD	ENCINITAS	CA	920242725	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
CONGREGATION EMANU-EL
2 LAKE STREET	SAN FRANCISCO	CA	94118	NONE	PC	RABBI BETH AND RABBI JONATHAN SINGER COMMUNITY ENGAGEMENT FUND	$100,000
CONGREGATION EMANU-EL
2 LAKE STREET	SAN FRANCISCO	CA	94118	NONE	PC	SECOND INSTALLMENT EMANU-EL NEXT	$2,000,000
CONGREGATION EMANU-EL
2 LAKE STREET	SAN FRANCISCO	CA	94118	NONE	PC	THE ANNUAL GIVING PROGRAM	$40,000
CONGREGATION EMANU-EL
2 LAKE STREET	SAN FRANCISCO	CA	94118	NONE	PC	THE ANNUAL GIVING PROGRAM	$5,000
CONGREGATION EMANU-EL
2 LAKE STREET	SAN FRANCISCO	CA	94118	NONE	PC	THE ANNUAL GIVING PROGRAM	$2,500
CONGREGATION EMANU-EL
2 LAKE STREET	SAN FRANCISCO	CA	94118	NONE	PC	THE ANNUAL GIVING PROGRAM	$5,000
CONSTITUTIONAL ACCOUNTABILITY CENTER
1200 18TH STREET NW SUITE 501	WASHINGTON	DC	20036	NONE	PC	DEMOCRACY AND VOTING RIGHTS PROJECT	$50,000
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVE	SAN FRANCISCO	CA	94118	NONE	PC	EXHIBITION SUPPORT	$250,000
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVE	SAN FRANCISCO	CA	94118	NONE	PC	LEGION 100 GIFTS OF ART CAMPAIGN FOR THE ACQUISITION OF PORTRAIT OF BIANCA DEGLI UTILI MASELLI AND HER CHILDREN BY LAVINIA FONTANA	$250,000
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVE	SAN FRANCISCO	CA	94118	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVE	SAN FRANCISCO	CA	94118	NONE	PC	GENERAL OPERATING SUPPORT REGARDING THE 2024 ANNUAL GALA (LMG, DEG)	$10,000
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVE	SAN FRANCISCO	CA	94118	NONE	PC	GENERAL OPERATING SUPPORT REGARDING THE 2024 ANNUAL GALA (LMG, DEG)	$5,000
CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVE	SAN FRANCISCO	CA	94118	NONE	PC	GENERAL OPERATING SUPPORT REGARDING THE 2024 ANNUAL GALA (LMG, DEG)	$5,000
CROHN'S & COLITIS FDN OF AMERICA
733 THIRD AVENUE SUITE 510	NEW YORK	NY	10017	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST	WEST BROOKLINE	MA	02445	NONE	PC	BOSTON MARATHON JIMMY FUND WALK IN HONOR OF DAVID THAU (DEG)	$5,000
DELTA GAMMA FOUNDATION
3250 RIVERSIDE DR	UPPER ARLINGTON	OH	432210397	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
DEMOCRACY MATTERS FOUNDATION
996 MAIN AVENUE SOUTHWEST PMB 216	WASHINGTON	DC	20024	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
DOGWOOD ALLIANCE INC
PO BOX 7645	ASHEVILLE	NC	288027645	NONE	PC	RAPID RESPONSE FUND	$10,000
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY STE 460	BERKELEY	CA	947041375	NONE	PC	WILD HERITAGE	$55,000
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVE SUITE 960	NEW YORK	NY	10115	NONE	PC	2025 MEMBERSHIP DRIVE	$6,000
ENVIRONMENTAL TRAVELING COMPANIONS
FORT MASON CENTER	SAN FRANCISCO	CA	94123	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
ESSENTIAL ACCESS HEALTH
3600 WILSHIRE BLVD STE 600	LOS ANGELES	CA	900102610	NONE	PC	EXPANDING ACCESS TO MEDICATION ABORTION AT FEDERALLY QUALIFIED HEALTH CENTERS IN C...	$50,000
FAIR ELECTIONS CENTER
1825 K ST NW STE 450	WASHINGTON	DC	200061255	NONE	PC	CAMPUS VOTE PROJECT	$75,000
FELTON INSTITUTE
PO BOX 191350	SAN FRANCISCO	CA	941191350	NONE	PC	GENERAL OPERATING SUPPORT FOR SAN FRANCISCO SUICIDE PREVENTION	$2,500
FOUNDATION FOR AMERICAN CONTENT AND ENTER
28757 HIDDEN TRL	FARMINGTON HILLS	MI	483312982	NONE	PC	INFLUENCER PROJECT WAR EFFORT	$75,000
FRIENDS & FDN-S F PUBLIC LIBRARY
1630 17TH STREET	SAN FRANCISCO	CA	94107	NONE	PC	GENERAL OPERATING GRANT	$2,500
FRIENDS & FDN-S F PUBLIC LIBRARY
1630 17TH STREET	SAN FRANCISCO	CA	94107	NONE	PC	GENERAL OPERATING GRANT	$2,500
FRIENDS & FDN-S F PUBLIC LIBRARY
1630 17TH STREET	SAN FRANCISCO	CA	94107	NONE	PC	GENERAL OPERATING GRANT	$1,000
FRIENDS OF THE JEWISH COMMUNITY LIBRARY
1835 ELLIS ST	SAN FRANCISCO	CA	941154003	NONE	PC	GENERAL OPERATING GRANT	$5,000
FRIENDS OF THE URBAN FOREST
1007 GENERAL KENNEDY AVENUE SUITE 1	SAN FRANCISCO	CA	94129	NONE	PC	GENERAL OPERATING GRANT	$2,500
FRIENDS OF THE URBAN FOREST
1007 GENERAL KENNEDY AVENUE SUITE 1	SAN FRANCISCO	CA	94129	NONE	PC	GENERAL OPERATING GRANT	$1,000
FUND FOR A SAFER FUTURE
119 N FAIRFAX STREET SUITE 300	ALEXANDRIA	VA	22314	NONE	PC	FSF GENERAL SUPPORT	$50,000
GENERATION CITIZEN INC
115 BROADWAY 5TH FLOOR	NEW YORK	NY	10006	NONE	PC	DEMOCRACY FORWARD: ADVANCING EQUITABLE ACCESS TO CIVIC EDUCATION	$50,000
GENERATION CITIZEN INC
115 BROADWAY 5TH FLOOR	NEW YORK	NY	10006	NONE	PC	CURRICULUM EXPANSION	$50,000
GIRLS ON THE RUN BAY AREA
3543 18TH STREET 31	SAN FRANCISCO	CA	94110	NONE	PC	GENERAL OPERATING GRANT	$2,500
GLIDE FOUNDATION
330 ELLIS STREET	SAN FRANCISCO	CA	94102	NONE	PC	THE FOOD AND MEALS PROGRAM	$5,000
GLOBAL IMPACT-GOVACT
2300 N ST SW SUITE 501A	WASHINGTON	DC	20037	NONE	PC	REPRODUCTIVE FREEDOM ALLIANCE	$100,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
PO BOX 7818	SAN FRANCISCO	CA	94120	NONE	PC	GENERAL OPERATING GRANT	$2,500
GOLDEN GATE NATIONAL PARKS CONSERVANCY
PO BOX 7818	SAN FRANCISCO	CA	94120	NONE	PC	GENERAL OPERATING GRANT	$2,500
GOOD NATION FOUNDATION
1120 AVENUE OF THE AMERICAS FL4	NEW YORK	NY	10036	NONE	PC	AMPU	$60,000
GREENBELT ALLIANCE
PO BOX 170159	SAN FRANCISCO	CA	94117	NONE	PC	BAY AREA CLIMATE RESILIENCE IMPLEMENTATION	$60,000
GUNS DOWN AMERICA
PO BOX 3984	YOUNGSTOWN	OH	44513	NONE	PC	MERCHANT CATEGORY CODE CAMPAIGN	$25,000
GUTTMACHER INSTITUTE INC
125 MAIDEN LANE 7TH FLOOR	NEW YORK	NY	10038	NONE	PC	SUPPORTING TARGETED ADVOCACY THROUGH EVIDENCE INITIATIVE	$50,000
HABITAT FOR HUMANITY GREATER SF
300 MONTGOMERY ST STE 450	SAN FRANCISCO	CA	941041906	NONE	PC	GENERAL OPERATING GRANT	$1,500
HAMILTON FAMILIES
PO BOX 40370	SAN FRANCISCO	CA	94110	NONE	PC	GENERAL OPERATING GRANT	$5,000
HAMLIN SCHOOL
2120 BROADWAY	SAN FRANCISCO	CA	94115	NONE	PC	ANNUAL FUND	$2,000
HARPER FOR KIDS
2920 BUCHANAN ST 9	SAN FRANCISCO	CA	94123	NONE	PC	GENERAL OPERATING GRANT	$2,500
HARPER FOR KIDS
2920 BUCHANAN ST 9	SAN FRANCISCO	CA	94123	NONE	PC	GENERAL OPERATING SUPPORT REGARDING THE BATTLE IN THE BAY 2024 (LMG)	$10,000
HIAS INC
PO BOX 97077	WASHINGTON	DC	200907077	NONE	PC	ENGAGING AMERICAN JEWS IN THE REFUGEE CRISIS	$50,000
HILLEL - UNIV OF CA BERKELEY
2736 BANCROFT WAY	BEREKELEY	CA	94704	NONE	PC	ENDOWED EXECUTIVE DIRECTOR POSITION	$50,000
HILLEL-UNIV OF CA BERKELEY
2736 BANCROFT WAY	BEREKELEY	CA	94704	NONE	PC	GENERAL OPERATING GRANT	$33,000
HILLEL - UNIV OF CA BERKELEY
2736 BANCROFT WAY	BEREKELEY	CA	94704	NONE	PC	ISRAEL AND ANTISEMITISM EDUCATION	$150,000
HOPEWELL FUND
1201 CONNECTICUT AV NW SUITE 300	WASHINGTON	DC	200365109	NONE	PC	ABORTION ACCESS FUNDERS GROUP	$7,500
ICIVICS INC
1035 CAMBRIDGE STREET SUITE 1	CAMBRIDGE	MA	02141	NONE	PC	GENERAL OPERATING GRANT	$100,000
ICIVICS INC
1035 CAMBRIDGE STREET SUITE 1	CAMBRIDGE	MA	02141	NONE	PC	COMPREHENSIVE PROFESSIONAL LEARNING PROGRAM FOR CIVIC EDUCATION (YEAR ONE)	$100,000
ILLUMINATE THE ARTS
228 LAIDLEY ST	SAN FRANCISCO	CA	94131	NONE	PC	GENERAL OPERATING GRANT	$2,500
ILLUMINATE THE ARTS
228 LAIDLEY ST	SAN FRANCISCO	CA	94131	NONE	PC	GENERAL OPERATING GRANT	$2,500
IMMUNE DEFICIENCY FOUNDATION
110 WEST ROAD SUITE 300	TOWSON	MD	21204	NONE	PC	GENERAL OPERATING GRANT	$10,000
IMMUNE DEFICIENCY FOUNDATION
110 WEST ROAD SUITE 300	TOWSON	MD	21204	NONE	PC	GENERAL OPERATING GRANT	$5,000
INNOVATIONS IN REPRODUCTIVE HEALTH ACCESS
1001 46TH ST UNIT 519	EMERYVILLE	CA	94608	NONE	PC	PERIOD PILLS PROJECT	$50,000
INSTITUTE FOR CURRICULUM SERVICES
1569 SOLANO AVE NUM 204	BERKELEY	CA	947072116	NONE	PC	STRENGTHENING K-12 EDUCATION ON JEWS, JUDAISM, AND ISRAEL	$50,000
INSTITUTE FOR CURRICULUM SERVICES
1569 SOLANO AVE NUM 204	BERKELEY	CA	947072116	NONE	PC	STRENGTHENING K-12 EDUCATION ON JEWS, JUDAISM, AND ISRAEL	$25,000
INSTITUTE FOR CURRICULUM SERVICES
1569 SOLANO AVE NUM 204	BERKELEY	CA	947072116	NONE	PC	STRENGTHENING K-12 EDUCATION ON JEWS, JUDAISM, AND ISRAEL	$12,500
INSTITUTE FOR CURRICULUM SERVICES
1569 SOLANO AVE NUM 204	BERKELEY	CA	947072116	NONE	PC	STRENGTHENING K-12 EDUCATION ON JEWS, JUDAISM, AND ISRAEL	$12,500
ISRAEL ON CAMPUS COALITION
1100 17TH ST NW STE 700	WASHINGTON	DC	200364634	NONE	PC	2024 SOLIDARITY MISSION TO ISRAEL FOR STANFORD, DARTMOUTH, AND HARVARD UNIVERSITY FACULTY (JRG)	$24,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREET	SAN FRANCISCO	CA	94118	NONE	PC	GENERAL OPERATING SUPPORT IN HONOR OF MICHAEL EISLER REGARDING CELEBRATION 2024 (LMG)	$5,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREET	SAN FRANCISCO	CA	94118	NONE	PC	GENERAL OPERATING GRANT	$10,000
JEWISH COMMUNITY FEDERATION AND ENDOWMENT
121 STEUART STREET	SAN FRANCISCO	CA	94105	NONE	PC	SHALOM BAYIT HOLDING FUND	$10,000
JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREET	SAN FRANCISCO	CA	94115	NONE	PC	DF VOLUNTEER GIFT	$1,000
JEWISH COMMUNITY RELATIONS COUNCIL
121 STEUART ST STE 301	SAN FRANCISCO	CA	941051221	NONE	PC	RESPONDING TO TWIN CRISES AND ELEVATING JEWISH IDENTITY	$250,000
JEWISH COMMUNITY RELATIONS COUNCIL
121 STEUART ST STE 301	SAN FRANCISCO	CA	941051221	NONE	PC	ANTI-ISRAEL RESEARCH AND GENERAL OPERATING SUPPORT	$25,000
JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON ROAD SAN	DIEGO	CA	921230000	NONE	PC	COMMUNITY SECURITY (JRG)	$5,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900	NEW YORK	NY	10001	NONE	PC	2025 MEMBERSHIP DRIVE	$2,500
JEWISH LEARNINGWORKS
1770 POST STREET 145	SAN FRANCISCO	CA	94115	NONE	PC	GENERAL OPERATING GRANT	$5,000
JEWISH WOMEN INTERNATIONAL
1129 20TH ST NW STE 801	WASHINGTON	DC	200363425	NONE	PC	GUN VIOLENCE PREVENTION INITIATIVE	$30,000
JUST THE PILL
2038 FORD PKWY 444	SAINT PAUL	MN	55116	NONE	PC	JUST THE PILL	$100,000
LA CASA DE LAS MADRES
1269 HOWARD STREET	SAN FRANCISCO	CA	94103	NONE	PC	GENERAL OPERATING GRANT	$5,000
LAWRENCE FAMILY JEWISH COMM CENTERS
4126 EXECUTIVE DR	LA JOLLA	CA	920371348	NONE	PC	PJ LIBRARY (JRG)	$25,000
LAWRENCE FAMILY JEWISH COMM CENTERS
4126 EXECUTIVE DR	LA JOLLA	CA	920371348	NONE	PC	GENERAL OPERATING GRANT	$2,000
LAWRENCE FAMILY JEWISH COMM CENTERS
4126 EXECUTIVE DR	LA JOLLA	CA	920371348	NONE	PC	SHALOM BABY	$2,500
LAWRENCE FAMILY JEWISH COMM CENTERS
4126 EXECUTIVE DR	LA JOLLA	CA	920371348	NONE	PC	SHALOM BABY	$2,000
LAWRENCE FAMILY JEWISH COMM CENTERS
4126 EXECUTIVE DR	LA JOLLA	CA	920371348	NONE	PC	GENERAL OPERATING GRANT	$100,000
LEAGUE OF WOMEN VOTERS-EF
582 MARKET ST STE 615	SAN FRANCISCO	CA	94104	NONE	PC	EDUCATION FUND	$3,000
LEAGUE TO SAVE LAKE TAHOE
2608 LAKE TAHOE BLVD	LAKE TAHOE	CA	96150	NONE	PC	GENERAL OPERATING SUPPORT REGARDING THE KTB FASHION SHOW (LMG)	$18,000
MARCH FOR OUR LIVES FDN
PO BOX 3417	NEW YORK	NY	100083417	NONE	PC	JUDICIAL ADVOCACY PROJECT	$50,000
MAUI FOOD BANK
760 KOLU STREET	WAILUKU	HI	96793	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
MAUI FOOD BANK
760 KOLU STREET	WAILUKU	HI	96793	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
MAUI FOOD BANK
760 KOLU STREET	WAILUKU	HI	96793	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
MAYDAY MEDICINES INC
442 5TH AVE UNIT 1648	NEW YORK	NY	100182794	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
MDP FOUNDATION
225 POTRERO AVENUE	SAN FRANCISCO	CA	94103	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
MDP FOUNDATION
225 POTRERO AVENUE	SAN FRANCISCO	CA	94103	NONE	PC	GENERAL OPERATING SUPPORT	$2,000
MDP FOUNDATION
225 POTRERO AVENUE	SAN FRANCISCO	CA	94103	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
MDP FOUNDATION
225 POTRERO AVENUE	SAN FRANCISCO	CA	94103	NONE	PC	GENERAL OPERATING SUPPORT	$2,000
MEALS ON WHEELS OF SAN FRANCISCO
2142 JERROLD AVENUE	SAN FRANCISCO	CA	94124	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
MEDIA MATTERS FOR AMERICA
800 MAINE AVE SW SUITE 500	WASHINGTON	DC	20024	NONE	PC	GENERAL OPERATING SUPPORT	$150,000
MENLO SCHOOL
50 VALPARAISO AVENUE	ATHERTON	CA	94027	NONE	PC	THE ANNUAL FUND	$2,000
MIDWEST ACCESS PROJECT
5215 N RAVENSWOOD AVE SUITE 206	CHICAGO	IL	60640	NONE	PC	INDIVIDUAL CLINICAL TRAINING	$50,000
MIGHTY EARTH INC
1150 CONNECTICUT AVENUE NW STE 800	WASHINGTON	DC	200364130	NONE	PC	STOP TURNING FORESTS INTO FUEL CAMPAIGN	$50,000
MIGHTY EARTH INC
1150 CONNECTICUT AVENUE NW STE 800	WASHINGTON	DC	200364130	NONE	PC	STOP TURNING FORESTS INTO FUEL CAMPAIGN	$25,000
MOISHE HOUSE
441 SAXONY ROAD	ENCINITAS	CA	92024	NONE	PC	EMBARK	$50,000
MOMSRISING EDUCATION FUND
12011 BEL-RED ROAD 100B	BELLEVUE	WA	980050000	NONE	PC	MOMSVOTE	$100,000
MOVING TRADITIONS
8380 OLD YORK RD STE 4300	ELKINS PARK	PA	190271575	NONE	PC	WEST COAST KOL KOLEINU TEEN FEMINIST FELLOWSHIP	$25,000
MY NEW RED SHOES
330 TWIN DOLPHIN DRIVE SUITE 135	REDWOOD CITY	CA	94065	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550	WASHINGTON	DC	20006	NONE	PC	2025 MEMBERSHIP DRIVE	$7,500
NATIONAL COUNCIL OF JEWISH WOMEN INC
2055 L ST NW STE 650	WASHINGTON	DC	200364991	NONE	PC	RUTH'S REVOLUTION	$150,000
NATIONAL VOTE AT HOME
PO BOX 65752	WASHINGTON	DC	200355752	NONE	PC	ELECTION OFFICIAL HUB	$50,000
NATIONAL WOMEN'S HEALTH NETWORK
1413 K ST NW STE 400	WASHINGTON	DC	200053459	NONE	PC	PLAN C'S GENERAL SUPPORT	$125,000
NCGA FOUNDATION
3200 LOPEZ ROAD	PEBBLE BEACH	CA	93953	NONE	PC	YOUTH ON COURSE	$100,000
NEO PHILANTHROPY INC
1001 AVENUE OF THE AMERICAS 12TH FL	NEW YORK	NY	10018	NONE	PC	2025 MEMBERSHIP DRIVE	$5,000
NEO PHILANTHROPY INC
1001 AVENUE OF THE AMERICAS 12TH FL	NEW YORK	NY	10018	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-A	WASHINGTON	DC	20036	NONE	PC	POOLED FUND	$100,000
NEXTGEN EDUCATION FUND
548 MARKET STREET 98097	SAN FRANCISCO	CA	94104	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
NURSES FOR SEXUAL AND REPRODUCTIVE HEALTH
2395 UNIVERSITY AVENUE WEST SUITE	SAINT PAUL	MN	55114	NONE	PC	GENERAL OPERATING SUPPORT	$60,000	312
PACIFIC CLUB IMPACT FOUNDATION
4110 MACARTHUR BLVD	NEWPORT BEACH	CA	926602001	NONE	PC	LOTT IMPACT TROPHY	$10,000
PEER
926 WAY AVE SUITE 610	SILVER SPRING	MD	20910	NONE	PC	PLASTIC FREE NATIONAL PARKS	$25,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVE RM 1501	NEW YORK	NY	100176745	NONE	PC	PEF LDAN FUND #129	$205,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVE RM 1501	NEW YORK	NY	100176745	NONE	PC	PEF LDAN FUND #129	$15,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVE RM 1501	NEW YORK	NY	100176745	NONE	PC	PEF LDAN FUND #129	$15,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 3RD AVE RM 1501	NEW YORK	NY	100176745	NONE	PC	PEF LDAN FUND #129	$15,000
PESTICIDE ACTION NETWORK NORTH AMERICA RE
2029 UNIVERSITY AVENUE SUITE 200	BERKELEY	CA	94704	NONE	PC	PESTICIDES, CLIMATE, AND AGRICULTURE	$75,000
PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT
611 PENNSYLVANIA AVE SE	WASHINGTON	DC	200034303	NONE	PC	2025 MEMBERSHIP DUES	$5,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOOR	NEW YORK	NY	10038	NONE	PC	GENERAL OPERATING SUPPORT (NK MATCHING GIFT)	$200
PLANNED PARENTHOOD SHASTA DIABLO INC
2185 PACHECO ST	CONCORD	CA	94520	NONE	PC	GENERAL OPERATING SUPPORT	$15,000
PLANNED PARENTHOOD SHASTA DIABLO INC
2185 PACHECO ST	CONCORD	CA	94520	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
PLANNED PARENTHOOD SHASTA DIABLO INC
2185 PACHECO ST	CONCORD	CA	94520	NONE	PC	GENERAL OPERATING SUPPORT (DF MATCHING GIFT)	$1,000
PLANNED PARENTHOOD SHASTA DIABLO INC
2185 PACHECO ST	CONCORD	CA	94520	NONE	PC	DF VOLUNTEER GIFT	$1,000
POLICY IMPACT
127 UNIVERSITY AVENUE	BERKELEY	CA	94710	NONE	PC	BAY AREA DEMOCRACY FUNDERS 2025 MEMBERSHIP DUES	$2,000
PROJECT REGENERATION
35 EVELYN AVE	MILL VALLEY	CA	949411013	NONE	PC	GENERAL OPERATING SUPPORT	$3,000
PROJECT UNLOADED INC
1 E ERIE ST SUITE 525-4787	JEFFERSON	OH	44047	NONE	PC	CAPACITY BUILDING	$75,000
PROTECT DEMOCRACY PROJECT
2020 PENNSYLVANIA AVE NW 163	WASHINGTON	DC	20006	NONE	PC	VOTESHIELD	$100,000
PROVIDE INC
PO BOX 8265	BOSTON	MA	021084221	NONE	PC	ABORTION REFERRALS TRAINING	$50,000
PUSH 2 EXCEL INC
2269 CHESTNUT STREET 473	SAN FRANCISCO	CA	94123	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
RAINFOREST ACTION NETWORK
425 BUSH STREET SUITE 300	SAN FRANCISCO	CA	94108	NONE	PC	GENERAL OPERATING SUPPORT	$2,000
RANDALL MUSEUM FRIENDS
199 MUSEUM WAY	SAN FRANCISCO	CA	94114	NONE	PC	GENERAL OPERATING SUPPORT	$1,500
READING IS FUNDAMENTAL INC
750 FIRST STREET NE	WASHINGTON	DC	200024241	NONE	PC	READ FOR SUCCESS AND BOOKS FOR OWNERSHIP PROGRAMS SAN FRANCISCO	$50,000
REBOOT INC
545 PROSPECT PLACE APT 7F	BROOKLYN	NY	11238	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
REBOOT INC
545 PROSPECT PLACE APT 7F	BROOKLYN	NY	11238	NONE	PC	GENERAL OPERATING SUPPORT	$500
REBOOT INC
545 PROSPECT PLACE APT 7F	BROOKLYN	NY	11238	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
REBUILDING TOGETHER SAN FRANCISCO
PIER 28 SUITE 1	SAN FRANCISCO	CA	94105	NONE	PC	GENERAL OPERATING GRANT	$5,000
RED TENT FUND
200 N PARK DR	ARLINGTON	VA	222032643	NONE	PC	START-UP SUPPORT	$175,000
REGISTER HER
12100 WILSHIRE BLVD SUITE 800	LOS ANGELES	CA	90025	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
REPAIR THE WORLD
25 BROADWAY 17TH FLOOR	NEW YORK	NY	100041015	NONE	PC	DEMOCRACY BALLOT	$25,000
REPRODUCTIVE FREEDOM FOR ALL
1725 EYE STREET NW SUITE 900	WASHINGTON	DC	200062420	NONE	PC	GENERAL OPERATING SUPPORT REGARDING SAN FRANCISCO POWER OF CHOICE 2024 (LMG)	$15,000
REPRODUCTIVE FREEDOM FOR ALL
1725 EYE STREET NW SUITE 900	WASHINGTON	DC	200062420	NONE	PC	GENERAL OPERATING SUPPORT REGARDING SAN FRANCISCO POWER OF CHOICE 2025 (LMG)	$15,000
ROSE FOUNDATION FOR COMMUNITIES AND THE E
201 4TH STREET SUITE 102	OAKLAND	CA	946074369	NONE	PC	(PA VOLUNTEER GIFT)	$1,000
SAINT ANTHONY FOUNDATION
150 GOLDEN GATE AVENUE	SAN FRANCISCO	CA	94102	NONE	PC	THE DINING ROOM PROGRAM	$5,000
SAN FRANCISCO BALLET ASSOCIATION
455 FRANKLIN STREET	SAN FRANCISCO	CA	941024471	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
SAN FRANCISCO BALLET ASSOCIATION
455 FRANKLIN STREET	SAN FRANCISCO	CA	941024471	NONE	PC	GENERAL OPERATING SUPPORT	$1,500
SAN FRANCISCO BALLET ASSOCIATION
455 FRANKLIN STREET	SAN FRANCISCO	CA	941024471	NONE	PC	GENERAL OPERATING SUPPORT	$1,500
SAN FRANCISCO BAY AREA LITTLE BROTHERS
909 HYDE STREET SUITE 628	SAN FRANCISCO	CA	94109	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
SAN FRANCISCO GIANTS COMMUNITY FUND
24 WILLIE MAYS PLAZA	SAN FRANCISCO	CA	94107	NONE	PC	GENERAL OPERATING SUPPORT FOR THE JUNIOR GIANTS PROGRAM	$10,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVE	SAN FRANCISCO	CA	941073446	NONE	PC	FOOD FOR TODAY, BUILDING FOR TOMORROW BUILDING EXPANSION PROJECT	$60,000
SAN FRANCISCO MARIN FOOD BANK
225 BUSH STREET 480	SAN FRANCISCO	CA	94104	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
SAN FRANCISCO HILLEL
33 BANBURY	SAN FRANCISCO	CA	94941	NONE	PC	GENERAL OPERATING SUPPORT	$12,500
SAN FRANCISCO JEWISH COMMUNITY PUBLICATIO
225 BUSH STREET 480	SAN FRANCISCO	CA	94104	NONE	PC	THE CREATIVE SPIRIT OF SAN FRANCISCO	$40,560
SAN FRANCISCO JEWISH COMMUNITY PUBLICATIO
225 BUSH STREET 480	SAN FRANCISCO	CA	94104	NONE	PC	GENERAL OPERATING SUPPORT	$12,500
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREET	SAN FRANCISCO	CA	94103	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREET	SAN FRANCISCO	CA	94103	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREET	SAN FRANCISCO	CA	94103	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREET	SAN FRANCISCO	CA	94103	NONE	PC	GENERAL OPERATING SUPPORT REGARDING FOG DESIGN+ART 2025	$10,000
SAN FRANCISCO OPERA GUILD
301 VAN NESS AVE	SAN FRANCISCO	CA	941024509	NONE	PC	GENERAL OPERATING SUPPORT REGARDING MICHAEL KORS FASHION SHOW (LMG)	$2,500
SAN FRANCISCO PARKS ALLIANCE - TENNIS COALITION OF SAN FRANCISCO
1663 MISSION STREET SUITE 320	SAN FRANCISCO	CA	94103	NONE	PC	GOLDEN GATE PARK TEKNIS CENTER PHASE II	$1,000,000
SAN FRANCISCO SPCA
201 ALABAMA ST	SAN FRANCISCO	CA	941030000	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
SAN FRANCISCO SYMPHONY
DAVIES SYMPHONY HALL	SAN FRANCISCO	CA	941024585	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
SAN FRANCISCO SYMPHONY
DAVIES SYMPHONY HALL	SAN FRANCISCO	CA	941024585	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
SAN FRANCISCO SYMPHONY
DAVIES SYMPHONY HALL	SAN FRANCISCO	CA	941024585	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
SAN FRANCISCO ZOOLOGICAL SOCIETY
ONE ZOO ROAD	SAN FRANCISCO	CA	941321098	NONE	PC	GENERAL OPERATING SUPPORT	$2,000
SD FOUNDATION
1828 L STREET NW	WASHINGTON	DC	200365104	NONE	PC	VOTING RIGHTS LAB	$100,000
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1800	NEW YORK	NY	10115	NONE	PC	COURAGEOUS LEADERSHIP IN THE BAY AREA	$65,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD SUITE 210	CALABASAS	CA	91320	NONE	PC	TEACH	$70,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD SUITE 210	CALABASAS	CA	91320	NONE	PC	CA FOR PESTICIDE REFORM	$25,000
SOCIAL GOOD FUND
12651 SAN PABLO AVE 5473	RICHMOND	CA	94805	NONE	PC	A TEAM TECH	$65,000
SOCIAL GOOD FUND
12651 SAN PABLO AVE 5473	RICHMOND	CA	94805	NONE	PC	A TEAM TECH	$100,000
SOUTHERN POVERTY LAW CENTER
PO BOX 548	MONTGOMERY	AL	361010548	NONE	PC	LEARNING FOR JUSTICE	$10,000
SPRINGBOARD COLLABORATIVE
2 PENN CENTER 1500 JFK BLVD 1160	PHILADELPHIA	PA	191020000	NONE	PC	SAN FRANCISCO PROGRAM 2024/2025	$75,000
SPUR
654 MISSION STREET	SAN FRANCISCO	CA	94105	NONE	PC	GENERAL OPERATING SUPPORT IN HONOR OF CHIP BERGH AND SCOTT WIENER REGARDING THE 2024 SILVER SPUR AWARDS	$5,000
STAND
548 MARKET ST SUITE 74196	SAN FRANCISCO	CA	94104	NONE	PC	AMAZON CAMPAIGN	$50,000
STAND
548 MARKET ST SUITE 74196	SAN FRANCISCO	CA	94104	NONE	PC	AMAZON CAMPAIGN	$50,000
STANFORD UNIV BD OF TTTE LELAND STANFORD
850 ESCONDIDO ROAD BING NURSERY	SCHOOL STANFORD	CA	94305	NONE	PC	BING NURSERY SCHOOL	$1,000
STANFORD UNIVERSITY DEV OFFICE
PO BOX 20466	STANFORD	CA	94309	NONE	PC	CANTOR ARTS	$10,000
STANFORD UNIVERSITY GIFT PROC CENTER
485 BROADWAY 4TH FLOOR	REDWOOD CITY	CA	94063	NONE	PC	UNDER ONE UMBRELLA	$100,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	CAPACITY BUILDING FOR PROGRAMMING/ARTIST FEES 2024	$100,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	CAPACITY BUILDING FOR PROGRAMMING/ARTIST FEES 2024	$100,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	GENERAL OPERATING SUPPORT (NK MATCHING GIFT)	$150
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	UNDERWRITING SUPPORT FOR THE 2025 BIG PICNIC ($45,000 JEG, $40,000 MWG)	$45,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	UNDERWRITING SUPPORT FOR THE 2025 BIG PICNIC ($45,000 JEG, $40,000 MWG)	$40,000
STERN GROVE FESTIVAL ASSOCIATION
832 FOLSOM STREET	SAN FRANCISCO	CA	94107	NONE	PC	GENERAL OPERATING SUPPORT (PA MATCHING GIFT)	$150
T'RUAH
266 W 37TH STREET SUITE 803	NEW YORK	NY	10018	NONE	PC	PROTECTING DEMOCRACY	$50,000
TAMID GROUP
1100 WAYNE AVE STE 850	SILVER SPRING	MD	209105625	NONE	PC	PROGRAMMATIC EXPANSION IN CALIFORNIA	$50,000
TAMID GROUP
1100 WAYNE AVE STE 850	SILVER SPRING	MD	209105625	NONE	PC	PROGRAMMATIC EXPANSION IN CALIFORNIA	$10,000
TAWONGA JEWISH COMMUNITY CORPORATION
131 STEUART ST STE 460	SAN FRANCISCO	CA	941051240	NONE	PC	EXPANDING ISRAEL EDUCATION AT SUMMER CAMPS	$50,000
TEN STRANDS
PO BOX 150869	SAN RAFAEL	CA	94915	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
THE AMERICAN INDEPENDENT
800 MAINE AVENUE SW SUITE 500	WASHINGTON	DC	20024	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
THE AMERICAN INDEPENDENT
800 MAINE AVENUE SW SUITE 500	WASHINGTON	DC	20024	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
THE BARACK OBAMA FOUNDATION
PO BOX 779056	CHICAGO	IL	606779056	NONE	PC	GENERAL OPERATING SUPPORT	$250,000
THE BRANSON SCHOOL
PO BOX 887	ROSS	CA	94957	NONE	PC	2024-2025 ANNUAL FUND (NK MATCHING GIFT)	$100
THE FARMLINK PROJ
PO BOX 744772	LOS ANGELES	CA	90074	NONE	PC	FOOD MOVEMENT PROGRAM	$50,000
THE FARMLINK PROJ
PO BOX 744772	LOS ANGELES	CA	90074	NONE	PC	FOOD MOVEMENT PROGRAM	$25,000
THE JEWISH AGENCY FOR ISRAEL - NORTH AMER
633 THIRD AVENUE 21ST FLOOR	NEW YORK	NY	10017	NONE	PC	NITZANA	$25,000
THE HOMETOWN OUTREACH FUND INC
68 JAY STREET	BROOKLYN	NY	11201	NONE	PC	GENERAL OPERATING SUPPORT	$75,000
THE MUSEUM OF MODERN ART
11 WEST 53 STREET	NEW YORK	NY	10019	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
THE STORY OF STUFF PROJECT
1442 A WALNUT STREET 272	BERKELEY	CA	94709	NONE	PC	BRING BACK REFILL CAMPAIGN	$50,000
THE STORY OF STUFF PROJECT
1442 A WALNUT STREET 272	BERKELEY	CA	94709	NONE	PC	BRING BACK REFILL CAMPAIGN	$25,000
TOWN OF ATHERTON
150 WATKINS AVE	ATHERTON	CA	94027	NONE	PC	GENERAL OPERATING SUPPORT	$45,000
TOWN SCHOOL FOR BOYS
2750 JACKSON STREET	SAN FRANCISCO	CA	94115	NONE	PC	ANNUAL FUND	$1,000
TOWN SCHOOL FOR BOYS
2750 JACKSON STREET	SAN FRANCISCO	CA	94115	NONE	PC	ANNUAL FUND	$2,500
TOWN SCHOOL FOR BOYS
2750 JACKSON STREET	SAN FRANCISCO	CA	94115	NONE	PC	ANNUAL FUND	$2,500
TOXIC FREE FUTURE
4649 SUNNYSIDE AVE N STE 540	SEATTLE	WA	981036963	NONE	PC	MIND THE STORE	$60,000
TRUSTEES OF TUFTS COLLEGE
RESEARCH ADMINISTRATION TUFTS	BOSTON	MA	021111817	NONE	PC	NK MATCHING GIFT	$100	UNIVERSITY
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE 0210	LA JOLLA	CA	920930940	NONE	PC	BIRCH AQUARIUM	$1,000
UCSF FOUNDATION
LOCKBOX 45339	SAN FRANCISCO	CA	941450339	NONE	PC	FRESNO EMERGENCY	$2,500
UCSF FOUNDATION
LOCKBOX 45339	SAN FRANCISCO	CA	941450339	NONE	PC	GASTROENTEROLOGY	$5,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	GSPP	$500,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	HAAS BIG GIVE	$15,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	MWG FUND	$30,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	CAL GOLF	$15,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	HAAS CSSL	$2,500
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	HAAS CSSL	$2,500
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	GSPP	$10,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	GSPP	$25,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	FIAT LUX	$2,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	L&S SCHOLARSHIP	$25,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	L&DGF ALUMNI	$10,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	BANCROFT	$1,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	CAL ATHLETIC	$5,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	GSPP	$10,000
UNIVERSITY OF CALIFORNIA BERKELEY FDN
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	GSPP	$25,000
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUE	CHICAGO	IL	606375418	NONE	PC	2024/2025 GRANT: RHOADS	$50,000
UNIVERSITY OF SOUTHERN CALIFORNIA
600 MONTGOMERY STREET SUITE 2710	SAN FRANCISCO	CA	94111	NONE	PC	MARSHALL - PAYMENT 9 OF 10	$100,000
UNIVERSITY OF SOUTHERN CALIFORNIA
600 MONTGOMERY STREET SUITE 2710	SAN FRANCISCO	CA	94111	NONE	PC	TENNIS	$2,500
UNIVERSITY OF SOUTHERN CALIFORNIA
600 MONTGOMERY STREET SUITE 2710	SAN FRANCISCO	CA	94111	NONE	PC	DORNSIFE	$10,000
UNIVERSITY OF SOUTHERN CALIFORNIA
600 MONTGOMERY STREET SUITE 2710	SAN FRANCISCO	CA	94111	NONE	PC	MARSHALL	$10,000
UNIVERSITY OF SOUTHERN CALIFORNIA
600 MONTGOMERY STREET SUITE 2710	SAN FRANCISCO	CA	94111	NONE	PC	LEVENTHAL	$1,000
UPSTART BAY AREA
1111 BROADWAY 3RD FL	OAKLAND	CA	946074139	NONE	PC	FISCAL SPONSORSHIP PROGRAM	$75,000
URBAN ADAMAH
1151 SIXTH ST	BERKELEY	CA	94710	NONE	PC	YOUTH AND FAMILY PROGRAMS	$65,000
URBAN ADAMAH
1151 SIXTH ST	BERKELEY	CA	94710	NONE	PC	YOUTH AND FAMILY PROGRAMS	$10,000
URBAN ADAMAH
1151 SIXTH ST	BERKELEY	CA	94710	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
URBAN ADAMAH
1151 SIXTH ST	BERKELEY	CA	94710	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
USPIRG EDUCATION FUND
1543 WAZEE STREET SUITE 460	DENVER	CO	80202	NONE	PC	RIGHT TO REPAIR	$50,000
VOTER FORMATION PROJECT
712 H ST NE PMB 41	WASHINGTON	DC	20002	NONE	PC	GENERAL OPERATING SUPPORT	$75,000
VOTO LATINO
1701 RHODE ISLAND AVE NW	WASHINGTON	DC	20005	NONE	PC	GENERAL OPERATING GRANT	$100,000
WILLIAM J BRENNAN JR CENTER
120 BROADWAY STE 1750	NEW YORK	NY	102710202	NONE	PC	VOTING RIGHTS AND ELECTIONS PROGRAM	$100,000
WINDWARD FUND
1828 L ST NW STE 300-C	WASHINGTON	DC	20036	NONE	PC	HEARTLAND	$100,000
WOMEN'S REPRODUCTIVE RIGHTS ASSIST PROJ
2633 LINCOLN BOULEVARD NO 338	SANTA MONICA	CA	904054619	NONE	PC	REPRODUCTIVE JUSTICE FUND AND CAPACITY BUILDING	$100,000
YOSEMITE CONSERVANCY
101 MONTGOMERY STREET SUITE 2450	SAN FRANCISCO	CA	94104	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
YOUTH SERVICE AMERICA
PO BOX 65525	WASHINGTON	DC	200355525	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
YOUTH TENNIS ADVANTAGE
1717 POWELL STREET SUITE 100	SAN FRANCISCO	CA	94133	NONE	PC	2024 ANNUAL CAMPAIGN	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$14,398,960	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CORPORATION OF THE FINE ARTS MUSEUMS	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 HAGIWARA TEA GARDEN DRIVE	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94118	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	LEGION 100 GIFTS OF ART CAMPAIGN FOR THE ACQUISITION OF PORTRAIT OF BIANCA DEGLI UTILI MASELLI AND HER CHILDREN BY LAVINIA FONTANA	GrantOrContributionPurposeTxt
Amt	$750,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$750,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Business	900001	BusinessCd
Unrelated Business Taxbl Incm	$4,229	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$5,320,241	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$11,206,994	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$4,229	UnrelatedBusinessTaxblIncmAmt
Exclusion	$16,527,235	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$16,531,464	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$115,181	Amt
Net Investment Income	$57,590	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$57,591	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	SCHWAB INVESTMENTS	BondNm
EOY Book Value	$12,549,936	EOYBookValueAmt
EOYFMV	$12,549,936	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SCHWAB INVESTMENTS	$169,480,802	$169,480,802
PERSHING/CAPITAL GUARDIAN INVESTMENTS	$36,854,757	$36,854,757

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (37 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
JP MORGAN DIGITAL GROWTH	FMV	$49,285	$49,285
KHOSLA VENTURE PARTNERS	FMV	$49,815	$49,815
LEGACY VENTURE V, LLC	FMV	$767,714	$767,714
OZ OVERSEAS FUND	FMV	$11,841,376	$11,841,376
STEVENSON STREET	FMV	$410	$410
TWO SIGMA	FMV	$7,579,565	$7,579,565
VANTAGE POINT	FMV	$4,805	$4,805
CARMEL PARTNERS	FMV	$2,409,498	$2,409,498
SUSTAINABLE ASSET FUND II	FMV	$1,986,721	$1,986,721
VISTA EQUITY PARTNERS	FMV	$3,058,341	$3,058,341
DIVCOWEST FUND VI-A	FMV	$431,522	$431,522
FTV VI	FMV	$2,653,553	$2,653,553
FTV VII	FMV	$1,735,769	$1,735,769
GOLDEN GATE CAPITAL OPP FUND	FMV	$2,235,327	$2,235,327
RRG SUSTAINABLE WATER IMPACT FUND	FMV	$1,201,149	$1,201,149
AMERICAN SECURITIES PARTNERS VIII	FMV	$1,588,000	$1,588,000
GENERATE CAPITAL	FMV	$3,838,692	$3,838,692
MARCY VENTURE FD IV	FMV	$1,055,056	$1,055,056
PRADO ALPHA FUND	FMV	$523,788	$523,788
PRADO LP BAR	FMV	$274,634	$274,634
PRADO NEWPORT HOLDCO	FMV	$119,300	$119,300
RALLY VENTURES FUND IV	FMV	$1,135,744	$1,135,744
RALLY VENTURES FUND V	FMV	$120,477	$120,477
SUSTAINABLE ASSET FUND III:	FMV	$1,548,940	$1,548,940
TCV XI(B)	FMV	$1,614,903	$1,614,903
TECHNOLOGY IMPACT FD FUND II:	FMV	$974,790	$974,790
VENROCK OPPORTUNITIES FD	FMV	$1,370,534	$1,370,534
IEC FUND V	FMV	$1,035,820	$1,035,820
MAINSAIL PARTNERS VI	FMV	$1,339,421	$1,339,421
DESIGNER FUND III	FMV	$867,571	$867,571
BRIDGE PARTNERS IV	FMV	$908,618	$908,618
ORCHID ASIA	FMV	$867,651	$867,651
VOYAGER PARTNERS SELECT	FMV	$396,237	$396,237
GENSTAR CAPITAL	FMV	$222,915	$222,915
GEMS FUND 6	FMV	$803,663	$803,663
LONE VIEW CAPITAL	FMV	$1,084,505	$1,084,505
RED IRON GROUP	FMV	$125,712	$125,712

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$2,163	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,163	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (8 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SECURITY DEPOSIT	$16,805	$16,805	$16,805
PREPAID TAXES	$5,635	$5,635	$5,635
DEFERRED COMPENSATION PLAN	$44,179	$70,515	$70,515
RIGHT OF USE ASSET	$616,693	$322,457
BRIDGE PARTNERS FUND III		-$15,955	-$15,955
FTV VIII		-$11,101	-$11,101
SUSTAINABLE ASSET FUND IV		-$7,047	-$7,047
VERITAS CAPITAL FUND IX		-$6,278	-$6,278

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMUNICATION	$11,024	$0	$11,024
COMPUTER/EQUIPMENT/MAINTENANCE	$68,060	$0	$68,060
EDUCATION EXPENSE	$12,098	$0	$12,098
INSURANCE	$21,146	$0	$21,146
INVESTMENT FEES	$1,452,552	$649,294	$0
SUPPLIES AND OTHER	$3,016	$0	$3,016
PAYROLL FEES	$1,917	$40	$1,877
OTHER EXPENSES	$10,572	$0	$10,572
K1 AND OTHER INVESTMENT EXPENSES/LOSSES	$513,490	$1,107,252	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$9,370,724	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX	$821,000	$951,000
LEASE LIABILITY	$658,397	$349,084
DEFERRED COMPENSATION LIABILITY	$44,179	$70,515

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	HR AND OTHER CONSULTING	CategoryTxt
Amt	$29,730	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$29,730	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX	$52,825	$1,094	$51,731
FOREIGN TAX	$0	$254,601	$0
EXCISE TAX	$340,000	$0	$0
STATE RENEWAL FEES	$400	$0	$400