WALTER S JOHNSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WALTER S JOHNSON FOUNDATION (EIN 23-7003595)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349101543
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T11:08:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331007129 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFERTY OETJEN CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 SIERRA ROSE DRIVE SUITE 101 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | 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 | 237003595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER S JOHNSON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WHITTIER TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 7723212371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 MONTGOMERY STREET STE 1200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941116545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHAN BRUCKNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6264033288 | PhoneNum |
| Signature | 2025-11-10 | 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 | THOMAS E RAFFERTY CPA | PreparerPersonNm |
| PTIN | P01057559 | PTIN |
| Phone | 7758271931 | PhoneNum |
| 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 | $133,422,418 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $310,172 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $310,172 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,638,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,638,507 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,157,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,854,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,157,326 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,395,584 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,395,584 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,501,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,501,589 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $134,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $115,240 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,105 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $42,711 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,407,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $980,507 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $405,650 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,158 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,158 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $246,975 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45,658 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,838 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,201 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,905,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,034,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $594,794 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,834,686 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,335,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,740,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,034,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,929,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,760,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,467,266 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $843,064 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $342,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $342,645 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $25,566 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $2,096,286 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,096,286 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,096,286 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,249 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,033 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,033 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $47,565,096 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,603,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,318,818 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,191,786 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,765,674 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,538,961 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,659,636 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,040 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,040 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $111,397,435 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,585,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,422,418 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $39,983 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $39,650 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,245,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,745,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $240,231 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $168,128 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,525,214 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,952,778 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $109,872,221 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $129,633,191 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,872,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,633,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,397,435 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,585,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,872,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,760,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $129,633,191 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,633,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $112,854,020 | GrossSalesPriceAmt |
| Cost Or Other Basis | $98,696,694 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,157,326 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,157,326 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,157,326 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $367,895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $367,895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $367,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $279,916 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $379,916 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $464 | EsPenaltyAmt |
| Overpayment | $11,557 | OverpaymentAmt |
| Applied To ES Tax | $11,557 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WSJF.ORG | WebsiteAddressTxt |
| Individual With Books | WHITTIER TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6264033288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 MONTGOMERY ST SUITE 1200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941116545 | 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| NATE BRUCKNER | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | PRESIDENT | 2.00 | $16,000 | $0 | $500 |
| MONTY JOHNSON | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | TREASURER | 0.80 | $16,000 | $0 | $500 |
| KAITLYN TAMULONIS | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | SECRETARY | 1.00 | $16,000 | $0 | $500 |
| JESSICA JOHNSON | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | TRUSTEE | 0.50 | $16,000 | $0 | $500 |
| MARTIN SULLIVAN | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | TRUSTEE | 0.50 | $8,000 | $0 | $500 |
| KATIE HAYDEN | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | TRUSTEE | 0.50 | $16,000 | $0 | $500 |
| CHRISTOPHER RUPRIGHT | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | TRUSTEE | 0.50 | $16,000 | $0 | $500 |
| SANDY BRUCKNER | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | VICE PRESIDENT | 0.25 | $16,000 | $0 | $500 |
| REBECCA BRUCKNER | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | ADJUNCT TRUSTEE | 0.25 | $0 | $0 | $1,000 |
| KRISTIN JOHNSON | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | ADJUNCT TRUSTEE | 0.25 | $0 | $0 | $500 |
| DAVID SHACKELTON | |||||||||
| C/O WHITTIER TRUST 505 MONTGOMERY | ST STE 1200 | SAN FRANCISCO | CA | 941116545 | TRUSTEE | 0.50 | $8,000 | $0 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WHITTIER TRUST COMPANY | |||||
| 505 MONTGOMERY STREET STE 1200 | SAN FRANCISCO | CA | 94111 | FOUNDATION & GRANT MANAGEMENT | $427,000 |
| UBS FINANCIAL SERVICES | |||||
| 3001 DOUGLAS BLVD STE 160 | ROSEVILLE | CA | 95661 | INVESTMENT COUNSEL & MANAGEMENT | $168,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $75,018,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,063,643 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $56,763,032 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $132,845,094 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $132,845,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,992,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $130,852,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,542,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,542,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $367,895 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $68,759 | IncomeTaxAmt |
| Total Tax | $436,654 | TotalTaxAmt |
| Distributable Before Adj | $6,105,967 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $314 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,106,281 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,106,281 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,929,794 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,929,794 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,106,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $114,716 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $397,277 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $511,993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,929,794 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,929,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $176,487 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $176,487 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $335,506 | 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 | $335,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $335,506 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ASHLEY FONTANETTA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 MONTGOMERY ST STE 1200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6264033288 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION REQUESTS THAT APPLICANTS SUBMIT A NARRATIVE PROPOSAL WHICH DESCRIBES THE NEED TO BE ADDRESSED; THE METHOD OF OPERATION, GOALS & ANTICIPATED RESULTS OF THE PROJECT; BACKGROUND & DESCRIPTION OF THE SPONSORING AGENCY; THE TOTAL PROJECT BUDGET, OTHER SOURCES OF FUNDING & AMOUNT REQUESTED; COPY OF FEDERAL RULING LETTER GRANTING TAX EXEMPTION & PUBLIC CHARITY STATUS. THE FOUNDATION HAS FOUR GRANTMAKING CYCLES PER YEAR. DEADLINE FOR RECEIPT OF FULL PROPOSAL IS APPROXIMATELY 12 WEEKS BEFORE THE BOARD MEETING AT WHICH THE PROPOSAL IS TO BE CONSIDERED. APPLICANTS ARE URGED TO CALL OR SUBMIT A BRIEF INITIAL INQUIRY SEVERAL WEEKS BEFORE THE APPLICATION DEADLINE TO ALLOW ADEQUATE TIME FOR THE DEVELOPMENT OF A FULL PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 12 WEEKS BEFORE THE BOARD MEETING THAT THE PROPOSAL IS TO BE CONSIDERED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AREAS OF INTEREST-THE FOUNDATION SEEKS TO ASSIST DISADVANTAGED AND TRANSITION-AGED FOSTER YOUTH TO BECOME SUCCESSFUL ADULTS BY PROMOTING POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT SERVE THEM AND SUPPORTING HIGH IMPACT AND PROMISING PRACTICES. THE PRIORITY AREAS ARE, PROVISION OF SUPPORTING SERVICES AND PROMOTION OF SUCCESS IN COLLEGE AND CAREER. GRANT RANGE - NOT MORE THAN 1/3 OF AN ORGANIZATION'S BUDGET. LIMITATIONS - THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS, RELIGIOUS ORGANIZATIONS FOR SECTARIAN PURPOSES, SCHOLARSHIPS, MEMORIAL CAMPAIGNS, ENDOWMENT DRIVES, CAPITAL OR CONSTRUCTION PROJECTS, OR DEFICIT FUNDING. GEOGRAPHICAL AREAS SERVED - NORTHERN CALIFORNIA AND WASHOE AND CLARK COUNTIES, NEVADA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A HOME WITHIN | |||||||
| 195 41ST STREET 11172 | OAKLAND | CA | 94611 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 | |
| AMALGAMATED CHARITABLE FOUNDATION INC (FUND FOR EDUCATION SUCCESS) | |||||||
| 1825 K ST NW | WASHINGTON DC | DC | 20006 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $250,000 | |
| AMERICAN BAR ASSOCIATION FUND FOR JUSTICE IN EDUCATION | |||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON DC | DC | 20036 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $300,000 | 400 |
| ASPIRANET | |||||||
| 400 OYSTER POINT BLVD STE 501 | SOUTH SAN FRANCISCO | CA | 94080 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 | |
| BRONCO BENCH FOUNDATION | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95050 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $20,000 | |
| CA HOMELESS YOUTH PROJECT | |||||||
| 1225 8TH STREET SUITE 345 | SACRAMENTO | CA | 95814 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $50,000 | |
| CORVALLIS HOMELESS SHELTER COALITION | |||||||
| 2311 VAN BUREN AVE NW | CORVALLIS | OR | 97330 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $5,000 | |
| ETTIE LEE YOUTH & FAMILY SERVICES | |||||||
| 5146 N MAINE BOX 339 | BALDWIN PARK | CA | 91706 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| HUTTO RESOURCE CENTER | |||||||
| PO BOX 65 | HUTTO | TX | 78634 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $5,000 | |
| FIRST STAR INC | |||||||
| 2049 CENTURY PARK EAST STE 4320 | LOS ANGELES | CA | 90067 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 | |
| FOSTER KINSHIP | |||||||
| 3925 W CHEYENNE SUITE 401 | NORTH LAS VEGAS | NV | 89032 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $150,000 | |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | |||||||
| 1102 Q STREET SUITE 4800 | SACRAMENTO | CA | 95811 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $140,000 | |
| IFOSTER | |||||||
| PO BOX 159 | TRUCKEE | CA | 96160 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $200,000 | |
| INDIAN RIVER SOCCER ASSOCIATION INC | |||||||
| PO BOX 650611 | VERO BEACH | FL | 32965 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 235 MONTGOMERY STREET SUITE 1142 | SAN FRANCISCO | CA | 94104 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $170,000 | |
| KID IN THE CORNER | |||||||
| 6929 N HAYDEN RD STE C4-126 | SCOTTSDALE | AZ | 85250 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| LUTHERAN SOCIAL SERVICES OF NORTHERN CA | |||||||
| 1465 CIVIC COURT BLDG D SUITE 810 | CONCORD | CA | 94520 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $225,000 | |
| LINN-BENTON COMMUNITY COLLEGE FOUNDATION | |||||||
| 6500 SW PACIFIC BLVD | ALBANY | OR | 97321 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $5,000 | |
| NEVADA SYSTEM OF HIGHER EDUCATION | |||||||
| 4300 S MARYLAND PKWY | LAS VEGAS | NV | 89119 | GOV | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $200,000 | |
| NEW HAVEN TENNIS OUTREACHYALE UNIVERSITY | |||||||
| PO BOX 208216 | NEW HAVEN | CT | 065208216 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| NEW WAYS TO WORK INC | |||||||
| 1012 W BEVERLY BLVD 377 | MONTEBELLO | CA | 90640 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $200,000 | |
| PARENTS BY CHOICE | |||||||
| 306 E MAIN ST STE 300 | STOCKTON | CA | 95202 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $125,000 | |
| SAN FRANCISCO RECREATION & PARKS | |||||||
| 501 STANYAN STREET | SAN FRANCISCO | CA | 94117 | GOV | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $12,000 | |
| SCHOOL HOUSE CONNECTION | |||||||
| 4401A CONNECTICUT AVENUE NW SUITE | WASHINGTON DC | DC | 20008 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $200,000 | 145 |
| SPECIAL PROJECT FUND DAF | |||||||
| 505 MONTGOMERY STREET SUITE 650 | SAN FRANCISCO | CA | 94111 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $588,000 | |
| THE OPEN WINDOW SCHOOL | |||||||
| 6128 168TH PL SE BELLEVUE | BELLEVUE | WA | 980065679 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| SOAR FOR YOUTH | |||||||
| PO BOX 1291 | BERKELEY | CA | 94701 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 | |
| TRUCKEE MEADOW COMMUNITY COLLEGE FOUNDATON | |||||||
| 7000 DANDINI BLVD RDMT 200A | RENO | NV | 895123339 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $75,000 | |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | |||||||
| 4505 S MARYLAND PKWY | LAS VEGAS | NV | 89154 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $150,000 | |
| UNIVERSITY OF NEVADA RENO | |||||||
| 1ST GENERATION STUDENT CENTER 1664 | RENO | NV | 89557 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 | NORTH VIRGINIA STREET PSAC 450 MS 0 |
| WASHOE COUNTY SCHOOL DISTRICT | |||||||
| PO BOX 30425 | RENO | NV | 895203425 | GOV | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| BOOSTED DIPLOMAS | |||||||
| 725 BELGRAVE AVENUE | RENO | NV | 89502 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $75,000 | |
| CHILDREN'S ADVOCACY ALLIANCE OF NV | |||||||
| 2310 PASEO DEL PRADO SUITE A209 | LAS VEGAS | NV | 89102 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $150,000 | |
| NATIONAL CENTER FOR YOUTH LAW | |||||||
| 1212 BROADWAY ST SUITE 600 | OAKLAND | CA | 94612 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $75,000 | |
| MAKE IT HOME | |||||||
| 369-B THIRD ST 331 | SAN RAFAEL | CA | 94901 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $150,000 | |
| CA LOCAL CONSERVATION CORPS | |||||||
| 1400 N SPRING ST | LOS ANGELES | CA | 90012 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 | |
| UC BERKELEY (CHILD WELFARE INDICATORS PROJECT) | |||||||
| 1608 FOURTH STREET SUITE 220 | BERKELEY | CA | 947105940 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 | |
| CALIFORNIA COLLEGE PATHWAYS POOLED FUND | |||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $300,000 | |
| NATIONAL FOSTER YOUTH INSTITUTE | |||||||
| 700 12TH STREET NW SUITE 700 | WASHINGTON DC | DC | 20005 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $80,000 | |
| OLIVE CREST | |||||||
| 4285 NORTH RANCHO DR SUITE 160 | LAS VEGAS | NV | 89130 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $75,000 | |
| PALM HARBOR UNIVERSITY HIGH SCHOOL CENTER FOR WELLNESS & MEDICAL | |||||||
| 1900 OMAHA ST | PALM HARBER | FL | 34683 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| CHILDCARE RESOURCES | |||||||
| 2300 5TH AVENUE SUITE 149 | VERO BEACH | FL | 32960 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| SAN FRANCISCO FRIENDS SCHOOL | |||||||
| 250 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| POP UP BIRTHDAY | |||||||
| 101 WESTLAKE DR SUITE 210 | AUSTIN | TX | 78746 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $5,000 | |
| COMMUNITY FOOD BANK INC | |||||||
| 3003 S COUNTRY CLUB RD | TUCSON | AZ | 85713 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| FRIENDS OF MAYPEARL | |||||||
| PO BOX 417 | MAYPEARL | TX | 760640417 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $10,000 | |
| CIVICORPS SCHOOLS | |||||||
| 101 MYRTLE ST | OAKLAND | CA | 94607 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $150,000 | |
| EAST BAY COMMUNITY LAW CENTER | |||||||
| 2921 ADELINE ST | BERKELEY | CA | 94703 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $75,000 | |
| EDDY HOUSE | |||||||
| 888 WILLOW ST | RENO | NV | 89502 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 | |
| ALLIANCE FOR COMMUNITY ADVOCACY | |||||||
| 6542 GWIN RD | OAKLAND | CA | 94611 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $75,000 | |
| PUBLIC WORKS ALLIANCE | |||||||
| 801 COLD SPRINGS RD | SANTA BARBARA | CA | 931081016 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $75,000 | |
| OPEN MEDICINE FOUNDATION | |||||||
| 29302 LARO DR | AGOURA HILLS | CA | 91301 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $20,000 | |
| YOUTH FORWARD | |||||||
| 2411 15TH ST SUITE A SACRAMENTO CA | SACRAMENTO | CA | 95818 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $50,000 | 95818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,335,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A HOME WITHIN | ||||||
| 195 41ST STREET 11172 | OAKLAND | CA | 94611 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 |
| ASPIRANET | ||||||
| 400 OYSTER POINT BLVD STE 501 | SOUTH SAN FRANCISCO | CA | 94080 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 |
| FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES | ||||||
| 1102 Q STREET SUITE 4800 | SACRAMENTO | CA | 95811 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $140,000 |
| IFOSTER | ||||||
| PO BOX 159 | TRUCKEE | CA | 96160 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $200,000 |
| LUTHERAN SOCIAL SERVICES OF NORTHERN CA | ||||||
| 1465 CIVIC COURT BLDG D SUITE 810 | CONCORD | CA | 94520 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $125,000 |
| NEW WAYS TO WORK INC | ||||||
| 1012 W BEVERLY BLVD 377 | MONTEBELLO | CA | 90640 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $200,000 |
| PARENTS BY CHOICE | ||||||
| 306 E MAIN ST STE 300 | STOCKTON | CA | 95202 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $125,000 |
| BOOSTED DIPLOMAS | ||||||
| 725 BELGRAVE AVENUE | RENO | NV | 89502 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $75,000 |
| NATIONAL CENTER FOR YOUTH LAW | ||||||
| 1212 BROADWAY ST SUITE 600 | OAKLAND | CA | 94612 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $75,000 |
| CALIFORNIA COLLEGE PATHWAYS POOLED FUND | ||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $300,000 |
| NATIONAL FOSTER YOUTH INSTITUTE | ||||||
| 700 12TH STREET NW SUITE 700 | WASHINGTON DC | DC | 20005 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $80,000 |
| CIVICORPS SCHOOLS | ||||||
| 101 MYRTLE ST | OAKLAND | CA | 94607 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $50,000 |
| EAST BAY COMMUNITY LAW CENTER | ||||||
| 2921 ADELINE ST | BERKELEY | CA | 94703 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $75,000 |
| EDDY HOUSE | ||||||
| 888 WILLOW ST | RENO | NV | 89502 | PC | TO PROMOTE POSITIVE CHANGE TO THE POLICIES AND SYSTEMS THAT ASSIST YOUTH IN BECOMING SUCCESSFUL ADULTS. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,745,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310,172 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,638,507 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $328,426 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,067,158 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,157,326 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $328,426 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,173,163 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,501,589 | 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 |
|---|---|---|---|
| AUDIT FEES | $28,000 | $0 | $21,000 |
| ACCOUNTING AND TAX PREPARATION | $39,105 | $0 | $21,711 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE US (AGG) | $771,767 | $757,395 |
| VANGUARD S&P 500 ETF (VOO) | $19,362,056 | $20,257,272 |
| VANGUARD TOTAL (VXUS) | $13,236,452 | $12,071,382 |
| SCHWAB TREASURY OBLIG MO (SCOXX) | $232,769 | $232,769 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, L.P. | AT COST | $71,922 | $76,325 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VII, L.P. | AT COST | $460,446 | $437,567 |
| TIFF PRIVATE EQUITY PARTNERS 2008, LLC | AT COST | $633,701 | $612,812 |
| COLISEUM CAPITAL PARTNERS, L.P. | AT COST | $20,248,574 | $19,550,077 |
| COLISEUM CAPITAL PARTNERS, IV | AT COST | $7,482 | $5,634 |
| EVERSIDE FOUNDERS FUND, L.P. | AT COST | $4,193,285 | $4,894,912 |
| EVERSIDE FOUNDERS FUND II L.P. | AT COST | $6,450,811 | $7,714,549 |
| EVERSIDE FOUNDERS FUND III L.P. | AT COST | $7,144,703 | $7,960,003 |
| EVERSIDE FOUNDERS FUND IV L.P. | AT COST | $1,669,986 | $1,801,288 |
| EVERSIDE FOUNDERS FUND SBIC I | AT COST | $2,070,306 | $2,052,846 |
| MAKENA ENDOWMENT PORTFOLIO - CAPITAL SPLITTER X, LP | AT COST | $37,157,403 | $37,182,406 |
| MAKENA ENDOWMENT PORTFOLIO - CAPITAL BLOCKER Y (CAYMAN), LP | AT COST | $12,917,439 | $12,952,370 |
| BREVAN HOWARD ALPHA STRATEGIES | AT COST | $1,873,486 | $1,865,341 |
| KKR REAL ESTATE SELECT TRUST | AT COST | $639,417 | $553,506 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $8,358 | $0 | $0 |
| MEMBERSHIP GRANTS | $12,000 | $0 | $12,000 |
| WEBSITE EXPENSE | $1,647 | $0 | $1,647 |
| OTHER TRUSTEE EXPENSES | $397 | $0 | $397 |
| OTHER EXPENSES | $948 | $0 | $948 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PARTNERSHIPS AND OTHER INVESTMENTS - UBTI | $328,426 | $328,426 | $328,426 |
| INCOME FROM PARTNERSHIPS AND OTHER INVESTMENTS - NON-UBTI | $11,067,158 | $11,067,158 | $11,067,158 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TAXES PAYABLE | $26,450 | $145,250 |
| DEFERRED TAX LIABILITY | $213,781 | $22,878 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $168,165 | $168,165 | $0 |
| PARTNERSHIP & PRIVATE EQUITY MANAGEMENT FEES | $803,062 | $803,062 | $0 |
| MISCELLANEOUS INVESTMENT FEES | $9,280 | $9,280 | $0 |
| FOUNDATION & GRANT MANAGEMENT | $427,000 | $0 | $405,650 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $45,658 | $45,658 | $0 |
| FEDERAL EXCISE TAX AND STATE TAXES | $201,317 | $0 | $0 |