LISA STONE PRITZKER FAMILY FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LISA STONE PRITZKER FAMILY FUND (EIN 83-3415647)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349101818
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:17:10-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EMBARCADERO CTR STE 2410 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 | 833415647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA STONE PRITZKER FAMILY FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O FRANK RIMERMAN CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 4154391144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL RD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 943041216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL PORTH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4154391144 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASMINE D BERJIKLY | PreparerPersonNm |
| PTIN | P00537258 | PTIN |
| Phone | 4154391144 | 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 | $45,353,906 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $213 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $213 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $422,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $422,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,896,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,946,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,896,930 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $126,821 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $126,821 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,446,685 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,446,685 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $331,943 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $248,957 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,084 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,042 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,078 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,809 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,252 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,626 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,876 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $144,831 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,821 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,348 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $213,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $109,783 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $900,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $230,859 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $386,905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,648,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,136,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,548,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $230,859 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,523,589 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,101,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,215,826 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $377,961 | CashBOYAmt |
| Cash EOY | $2,099,064 | CashEOYAmt |
| Cash EOYFMV | $2,099,064 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,704,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,578,294 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,578,294 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,808,102 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,262,417 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,262,417 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,718,888 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,414,131 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,414,131 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,609,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,353,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,353,906 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,558 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,928 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,435,834 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,947,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,458,392 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,957,428 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,151,042 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,396,478 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,151,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,396,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,609,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,353,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,151,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,101,806 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,347,242 | OtherIncreasesAmt |
| Subtotal | $42,396,478 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,396,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLIC SECURITIES | P | 2024-01-01 | 2024-12-31 | $2,916,300 | $3,049,370 | -$133,070 | -$133,070 |
| FROM PASSTHROUGH | P | 2024-01-01 | 2024-12-31 | $17,711 | $17,711 | $17,711 | |
| FROM PASSTHROUGH | P | 2024-01-01 | 2024-12-31 | $1,123,477 | $1,123,477 | $1,123,477 | |
| OTHER GAINS | P | 2024-01-01 | 2024-12-31 | $888,812 | $888,812 | $888,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,896,930 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,800 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,800 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,383 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $34,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $69,383 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $38,583 | OverpaymentAmt |
| Applied To ES Tax | $38,583 | 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.LSPFF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA S PRITZKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154391144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LISA S PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| SAMUEL PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | SECRETARY, AUDIT COMMITTEE | 1.00 | $0 | $0 | $0 |
| ABIGAIL PORTH | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | CFO | 40.00 | $331,943 | $41,078 | $0 |
| NOAH PRITZKER | ||||||||
| 1801 PAGE MILL ROAD | PALO ALTO | CA | 94304 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PATHSTONE | |||||
| 1 MARITIME PLZ 6TH FLOOR | SAN FRANCISCO | CA | 94111 | INVESTMENT MANAGEMENT | $90,450 |
| FRANK RIMERMAN & CO LLP | |||||
| 60 SOUTH MARKET ST SUITE 500 | SAN JOSE | CA | 95113 | ACCOUNTING | $61,252 |
| 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 | $16,735,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,287,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,413,554 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,436,373 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,436,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $681,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,754,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,237,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,237,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,800 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,800 | TotalTaxAmt |
| Distributable Before Adj | $2,206,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,206,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,206,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,523,589 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,523,589 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,206,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $546,284 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $613,484 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $713,545 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,015,557 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,038,578 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,927,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,523,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,206,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,316,648 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,244,096 | 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 | $546,284 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,697,812 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $613,484 | ExcessFromYear4Amt |
| Excess From Year3 | $713,545 | ExcessFromYear3Amt |
| Excess From Year2 | $1,015,557 | ExcessFromYear2Amt |
| Excess From Year1 | $1,038,578 | ExcessFromYear1Amt |
| Excess From Current Year | $1,316,648 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA S PRITZKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL CHICAGO | ||||||
| 651 W WASHINGTON SUITE 504 | CHICAGO | IL | 60661 | PC | TO SUPPORT THE ALAN STONE LEARNING CENTER AND ALL CHICAGO EVENTS. | $50,000 |
| ALONZO KING LINES BALLET | ||||||
| 26 SEVENTH STREET 5TH FLOOR | SAN FRANCISCO | CA | 94103 | PC | TO SUPPORT ARTISTS AND PRESENT PROGRAMS THAT EXEMPLIFY THE COMPANY'S ARTISTIC VISION. | $50,000 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | ||||||
| 122 E 42ND ST 4507 | NEW YORK | NY | 10168 | PC | TO SUPPORT THE WORLD-CLASS ISRAEL PHILHARMONIC ORCHESTRA, CELEBRATING ISRAEL, CULTURE AND ART. | $10,000 |
| AMERICAN JOINT DISTRIBUTION COMMITTEE | ||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | PC | TO PROVIDE AID TO VULNERABLE JEWS, CULTIVATE A JEWISH FUTURE, CREATE OPPORTUNITY FOR ALL ISRAELIS, RESCUE JEWS IN DANGER, AND RESPOND TO GLOBAL CRISIS. | $30,000 |
| AT THE WELL PROJECT | ||||||
| 5007 PROVIDENCE ROAD 111 | CHARLOTTE | NC | 28226 | PC | TO PROVIDE A VIBRANT JEWISH COMMUNITY FOR YOUNG ADULTS BY SUPPORTING LEADERS IN THEIR 20S. | $6,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | PC | TO SUPPORT FRENCH AND UKRAINIAN PARTICIPANTS ON BIRTHRIGHT JOURNEYS AND STIPENDS. | $25,000 |
| BLACK BABY EQUITY PROJECT | ||||||
| 747 52ND STREET | OAKLAND | CA | 94609 | PC | TO SUPPORT ANTI-RACIST AND TRAUMA-INFORMED CLINICAL INTERVENTIONS SO ALL OUR CHILDREN THRIVE | $100,000 |
| BREAST CANCER PREVENTION PARTNERS | ||||||
| 1388 SUTTER ST STE 400 | SAN FRANCISCO | CA | 94109 | PC | TO WORK TO PREVENT BREAST CANCER BY ELIMINATING EXPOSURE TO TOXIC CHEMICALS AND RADIATION LINKED TO THE DISEASE | $2,500 |
| CALIFORNIA CHILDREN'S TRUST (NVF) | ||||||
| 1828 L STREET NW SUITE 300A | WASHINGTON | DC | 20036 | PC | TO SUPPORT REINVENTING OUR STATE'S APPROACH TO CHILDREN'S SOCIAL, EMOTIONAL, AND DEVELOPMENTAL HEALTH | $25,000 |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | ||||||
| 2015 STEINER ST | SAN FRANCISCO | CA | 941152627 | PC | TO OFFER ADVANCED TRAINING IN COMMUNITY-BASED MENTAL HEALTH CARE, WITH FELLOWS GAINING IN-DEPTH EXPERIENCE WORKING WITH CHILDREN, ADOLESCENTS, AND FAMILIES FACING DEVELOPMENTAL CHALLENGES. | $37,500 |
| CALIFORNIA PARTNERS PROJECT | ||||||
| ONE LOMBARD STREET NO 305 | SAN FRANCISCO | CA | 94806 | PC | CHAMPIONS GENDER EQUITY ACROSS THE STATE | $83,334 |
| CALMATTERS | ||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | PC | TO SUPPORT THE FILLING OF THE GAP LEFT BY A SHIRNKING PRESS CORPS. | $17,500 |
| CENTER FOR AMERICAN PROGRESS | ||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | PC | TO IMPROVE THE LIVES OF ALL AMERICANS, THROUGH BOLD, PROGRESSIVE IDEAS, AS WELL AS LEADERSHIP. | $50,000 |
| CENTER FOR HEALTHY MINDS | ||||||
| 625 W WASHINGTON AVE | MADISON | WI | 53703 | PC | TO CULTIVATE WELL-BEING AND RELIEVE SUFFERING THROUGH A SCIENTIFIC UNDERSTANDING OF THE MIND | $30,000 |
| CENTER FOR WHOLE CHILD EDUCATION AT ARIZONA STATE UNIVERSITY | ||||||
| PO BOX 871811 | TEMPE | AZ | 85287 | PC | TO SUPPORT CREATING EQUITABLE LEARNING ENVIRONMENTS, EVERYWHERE KIDS LEARN, BY APPLYING PRINCIPLES FROM THE SCIENCE OF LEARNING AND DEVELOPMENT | $25,000 |
| CHILDREN NOW | ||||||
| 1404 FRANKLIN STREET 700 | OAKLAND | CA | 94612 | PC | TO PROMOTE CHILDRENS HEALTH, EDUCATION, AND OVERALL WELL-BEING IN CALIFORNIA | $15,000 |
| CHILDREN'S COUNCIL OF SAN FRANCISCO | ||||||
| 445 CHURCH STREET | SAN FRANCISCO | CA | 94114 | PC | TO PROVIDE EARLY CARE AND EDUCATION FOR CHILDREN IN SAN FRANCISCO | $2,500 |
| CHRONICLE SEASON OF SHARING | ||||||
| PO BOX 44740 | SAN FRANCISCO | CA | 94144 | PC | TO PROVIDE ASSISTANCE TO STRENGTHEN THE STABILITY OF A FAMIY IN CRISIS. | $25,000 |
| CIVIC JOY FUND | ||||||
| 760 FELL STREET | SAN FRANCISCO | CA | 94117 | PC | TO REVITALIZE SAN FRANCISCO BY INVESTING AND ORGANIZING PROJECTS THAT BRING JOY TO THE STREETS | $10,000 |
| CLINTON FOUNDATION | ||||||
| 1200 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72201 | PC | TO STRENGTHEN THE CAPACITY OF PEOPLE IN THE UNITED STATES AND THROUGHOUT THE WORLD TO MEET THE CHALLENGES OF GLOBAL INTERDEPENDENCE | $50,000 |
| COMMON SENSE MEDIA | ||||||
| 650 TOWNSEND STREET SUITE 435 | SAN FRANCISCO | CA | 94103 | PC | TO CALL ATTENTION TO THE OUTSIZED INFLUENCE OF MEDIA AND TECH ON KIDS' LIVES AND TO EMPOWER FAMILIES. | $15,000 |
| CONGREGATION EMANU-EL | ||||||
| 2 LAKE STREET | SAN FRANCISCO | CA | 94118 | PC | TO CONNECTING MEMBERS WITH THEIR JUDAISM AND HISTORY AT THE HIGHEST LEVEL AND BRINGING JEWISH VALUES TO LIFE IN MEANINGFUL AND INSPIRING WAYS. | $115,000 |
| ENTERPRISE FOR YOUTH | ||||||
| 2021 FILLMORE STREET 192 | SAN FRANCISCO | CA | 94115 | PC | TO ENGAGE AND EMPOWER SF YOUTH ON A PATH TO ECONOMIC INDEPENDENCE THROUGH TRAINING AND INTERSHIPS | $1,000 |
| EVERY MOTHER COUNTS | ||||||
| 180 VARICK STREET ROOM 1116 | NEW YORK | NY | 100145434 | PC | WORK TO MAKE PREGNANCY AND CHILDBIRTH SAFE FOR EVERYONE, EVERYWHERE. | $5,000 |
| FUTURES IGNITE INC | ||||||
| 511 WEST 182ND STREET | NEW YORK | NY | 10003 | PC | TO AMPLIFY YOUTH AND COMMUNITY POWER BY INSPIRING, GUIDING, AND ADVOCATING FOR YOUTH TO DETERMINE THEIR COLLEGE, CAREER, AND LEADERSHIP FUTURES | $250 |
| FUTURES WITHOUT VIOLENCE | ||||||
| 100 MONTGOMERY STREET | SAN FRANCISCO | CA | 94158 | PC | TO PIONEER NEW STRATEGIES TO END VIOLENCE AGAINST WOMEN AND CHILDREN AT HOME AND ABROAD | $55,000 |
| GREENLIGHT CLINIC | ||||||
| 336 BON AIR CENTER SUIT 511 | GREENBRAE | CA | 94904 | PC | TO PROVIDE FREE AND CONFIDENTIAL MENTAL HEALTH THERAPY FOR YOUNG PEOPLE THROUGHOUT THE SAN FRANCISCO BAY AREA | $2,500 |
| HAND IN HAND SCHOOL | ||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | PC | TO CREATE PARTNERSHIP SHARED SOCIETY BETWEEN JEWISH ARAB CITIZENS OF ISRAEL | $10,000 |
| HEALTHY BIRTH DAY INC | ||||||
| 1820 NW 118TH STREET SUITE 220 | CLIVE | IA | 50325 | PC | TO SUPPORT THE PREVENTION OF STILLBIRTHS AND PREVENTABLE POOR BIRTH OUTCOMES | $12,000 |
| HOMELESS PRENATAL PROGRAM | ||||||
| ONE LOMBARD STREET STE 303 | SAN FRANCISCO | CA | 94612 | PC | TO CHAMPION GENDER EQUITY ACROSS THE STATE AND ENSURE OUR STATE'S MEDIA AND TECHNOLOGY INDUSTRIES | $7,500 |
| HONEYMOON ISRAEL FOUNDATION | ||||||
| 1417 MAYSON STREET NE | ATLANTA | GA | 30324 | PC | TO PROVIDE IMMERSIVE TRIPS TO ISRAEL FOR LOCALLY BASED COHORTS OF COUPLES THAT HAVE AT LEAST ONE JEWISH PARTNER. | $36,000 |
| IKAR | ||||||
| 1737 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | PC | TO SUPPORT INSPIRED PEOPLE ACROSS THE RELIGIOUS SPECTRUM. | $40,000 |
| IMPACT ISRAEL | ||||||
| 4340 EAST-WEST HIGHWAY 202 | BETHESDA | MD | 94111 | PC | TO SUPPORT THE PROGRAMS AND ACTIVITIES OF YEMIN ORDE WINGATE YOUTH VILLAGE | $45,000 |
| INTERNATIONAL MEDICAL CORPS | ||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | TO DELIVER EMERGENCY MEDICAL AND RELATED SERVICES TO THOSE AFFECTED BY CONFLICT, DISATER, AND DISEASE. | $7,500 |
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | ||||||
| PO BOX 61227 | PALO ALTO | CA | 20814 | PC | TO PROVIDE IMMEDIATE DISASTER RESPONSE AND LONG-TERM SUPPORT TO COMMUNITIES AFFECTED BY NATURAL DISASTER, DISEASE AND CIVIL UPHEAVAL | $100,000 |
| J WEEKLY | ||||||
| 225 BUSH STREET STE 480 | SAN FRANCISCO | CA | 94104 | PC | TO SUPPORT A WEEKLY PRINT NEWSPAPER IN NORTHERN CALIFORNIA. | $18,000 |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | ||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PC | TO BRING PEOPLE TOGETHER TO EXPLORE, CONNECT, AND FLOURISH. | $1,500 |
| JEWISH COMMUNITY FEDERATION | ||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | TO IMPROVE AND EXTEND JEWISH LEARNING | $18,000 |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | PC | PURSUING A JUST SOCIETY AND A SECURE JEWISH FUTURE. | $75,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | PC | TO PREPARE STUDEBTS WITH SKILLS AND CONFIDENCE FOR THEIR FUTURE | $20,000 |
| JEWISH FILM INSTITUTE | ||||||
| 145 NINTH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | PC | TO INSPIRE COMMUNITIES IN SAN FRANCISCO AND AROUND THE WORLD TO EXPAND THEIR UNDERSTANDING OF JEWISH LIFE THROUGH FILM, MEDIA, AND DIALOGUE. | $25,000 |
| JEWISH FUNDERS NETWORK | ||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | PC | TO SUPPORT THE GROWTH IN SIZE AND IMPACT OF JEWISH PHILANTHROPY. | $20,000 |
| JEWISH LEARNINGWORKS | ||||||
| 1770 POST STREET 145 | SAN FRANCISCO | CA | 94115 | PC | TO ELEVATE THE FIELD OF JEWISH EDUCATION BY NUTURING EDUCATORS, INSPIRING INNOVATION, AND BUILDING JEWISH LITERACY | $10,000 |
| JEWISH PARTISAN EDUCATIONAL FOUNDATION | ||||||
| 2266 CALIFORNIA STREET | SAN FRANCISCO | CA | 94115 | PC | TO SUPPORT DEVELOPING AND DISTRIBUTING EFFECTIVE EDUCATIONAL MATERIALS ABOUT THE JEWISH PARTISANS AND THEIR LIFE LESSONS, BRINGING THE CELEBRATION OF HEROIC RESISTANCE AGAINST TYRANNY INTO EDUCATIONAL AND CULTURAL ORGANIZATIONS | $2,000 |
| JEWISH VOCATIONAL SERVICE | ||||||
| 225 BUSH STREET STE 400 | SAN FRANCISCO | CA | 94104 | PC | JVS TRANSFORMS LIVES BY HELPING PEOPLE BUILD SKILLS AND FIND WORK TO ACHIEVE SELF-SUFFICIENCY. | $50,000 |
| KIPP NORTHERN CA | ||||||
| 1000 BROADWAY STE 460 | OAKLAND | CA | 94607 | PC | TO CREATE JOYFUL, ACADEMICALLY EXCELLENT SCHOOLS THAT PREPARE STUDENTS WITH THE SKILLS AND CONFIDENCE TO PURSUE THE PATHS THEY CHOOSE | $10,000 |
| LUMINARY IMPACT FUND | ||||||
| 767B PORTOLA STREET | SAN FRANCISCO | CA | 94129 | PC | TO PROMOTE INNOVATION AND ADVANCE SOLUTIONS IN FAMILY MENTAL HEALTH | $100,000 |
| MEDIA MATTERS | ||||||
| PO BOX 44811 | WASHINGTON | DC | 20026 | PC | TO PROVIDE A PROGRESSIVE RESEARCH AND INFORMATION CENTER DEDICATED TO COMPREHENSIVELY MONITORING, ANALYZING, AND CORRECTING CONSERVATIVE MISINFORMATION | $25,000 |
| MINDFUL LIFE PROJECT | ||||||
| 1001 CANAL BLVD | RICHMOND | CA | 94801 | PC | TO SUPPORT THE MENTAL AND EMOTIONAL WELLNESS OF STUDENTS, TEACHERS, STAFF, LEADERS, AND FAMILIES THROUGH MINDFULNESS PROGRAMMING | $10,000 |
| MUSEUM OF AFRICAN DIASPORA | ||||||
| 685 MISSION STREET | SAN FRANCISCO | CA | 94105 | PC | TO SUPPORT BLACK CULTURES, IGNITE CHALLENGING CONVERSATIONS, AND INSPIRE LEARNING THROUGH THE GLOBAL LENS OF THE AFRICAN DIASPORA. | $15,000 |
| NATIONAL GALLERY OF ART | ||||||
| 2000 SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | PC | TO SERVE THE NATION BY WELCOMING ALL PEOPLE TO EXPLORE AND EXPERIENCE ART, CREATIVITY, AND OUR SHARED HUMANITY | $10,000 |
| NECHAMA | ||||||
| PO BOX 17249 | SAINT PAUL | MN | 55117 | PC | TO BRING COMFORT TO PEOPLE IMPACTED BY NATURAL DISASTERS BY EQUIPPING AND LEADING VOLUNTEERS IN ASSISTING COMMUNITIES | $10,000 |
| NEW CONSERVATORY THEATRE CENTER | ||||||
| 25 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | PC | TO SUPPORT THEATRE, ARTS, AND EDUCATION IN CALIFORNIA | $7,500 |
| NEW ISRAEL FUND | ||||||
| 2503 CLAY ST | SAN FRANCISCO | CA | 94115 | PC | TO BUILD A STRONGER DEMOCRACY IN ISRAEL, ROOTED IN THE VALUES OF EQUALITY. | $3,600 |
| ONE MIND | ||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | PC | TO SUPPORT BUILDING MENTALLY HEALTHY CULTURES, IMPROVING THE DESIGN OF WORKPLACES TO BENEFIT INDIVIDUALS AND TEAMS, GROWING ACCESS TO MENTAL HEALTH SERVICES AND SUPPORT, AND ENGAGING IN INNOVATION. | $5,000 |
| ONETABLE | ||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | PC | EMPOWERS PEOPLE WHO DON'T HAVE A CONSISTENT SHABBAT DINNER PRACTICE. | $10,000 |
| OUTWARD BOUND | ||||||
| PO BOX 29632 THE PRESIDIO | SAN FRANCISCO | CA | 94129 | PC | TO DELIVER CHALLENGING OUTDOOR ADVENTURE PROGRAMS FOR PEOPLE OF ALL AGES AND WALKS OF LIFE. | $5,000 |
| PEER HEALTH EXCHANGE | ||||||
| PO BOX 22375 | PASADENA | CA | 911852375 | PC | TO SUPPORT AND BULD HEALTHIER COMMUNITIES WITH THE YOUNG PEOPLE. | $50,000 |
| PLANNED PARENTHOOD OF NORTHERN CALIFORNIA | ||||||
| 2185 PACHECO STREED | CONCORD | CA | 94520 | PC | TO SUPPORT VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF PEOPLE WORLDWIDE. | $10,000 |
| PREVENTIVE MEDICINE RESEARCH INSTITUTE | ||||||
| 900 BRIDGEWAY SUITE 1 | SAUSALITO | CA | 94965 | PC | TO PROMOTE RESEARCH INTO PREVENTITIVE MEDICINE TO PREVENT OR EVEN REVERSE COMMON DISEASES | $25,000 |
| PROJECT HEALTHY MINDS | ||||||
| PO BOX 1221 | NEW YORK | NY | 10018 | PC | TO BUILD A MORE SUPPORTIVE WORLD FOR THOSE WITH MENTAL HEALTH CONDITIONS. | $85,000 |
| REBOOT INC | ||||||
| 734 LONGMEADOW STREET NO 10 | LONGMEADOW | MA | 94612 | PC | TO FACILITATE IN ADDRESSING INDIVIDUAL'S QUESTIONS AND CONCERNS REGARDING JEWISH IDENTITY, COMMUNITY AND MEANING | $12,000 |
| REIMAGINE | ||||||
| 3166 25TH STREET | SAN FRANCISCO | CA | 94110 | PC | TO CREATE PROCESSES FOR SPIRITUAL FORMATION WHERE WE CAN BE HONEST WITH OURSELVES AND TRUSTED OTHERS | $15,000 |
| REPRODUCTIVE FREEDOM ALLIANCE | ||||||
| 1199 NORTH FAIRFAX ST 300 | ALEXANDRIA | VA | 22314 | PC | NONPARTISAN COALITION OF GOVERNORS COMMITTED TO PROTECTING AND EXPANDING REPRODUCTIVE FREEDOM. | $15,000 |
| REPRODUCTIVE FREEDOM FOR ALL | ||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | PC | TO FIGHT FOR ACCESS TO ABORTION, BIRTH CONTROL, PAID PARENTAL LEAVE, AND PROTECTIONS FROM PREGNANCY DISCRIMINATION. | $5,000 |
| ROADTRIP NATION | ||||||
| 1626 PLACENTIA AVE | COSTA MESA | CA | 92627 | PC | TO EMPOWER ALL LEARNERS BY PROVIDING THE CRITICAL RESOURCES, EDUCATIONAL SUPPORT, AND CAREER EXPERIENCES THAT LEAD TO EQUITABLE EDUCATION AND EMPLOYMENT PATHWAYS | $75,000 |
| SAFE & SOUND | ||||||
| 246 FIFTH AVENUE SUITE 420 | NEW YORK | NY | 10001 | PC | BUILD A FUTURE WITH SAFE KIDS, STRONG FAMILIES & SOUND COMMUNITIES. | $50,000 |
| SAN FRANCISCO FREE CLINIC | ||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | PC | TO PROVIDE FREE, ACCESSIBLE MEDICAL TREATMENT TO THE UNINSURED WHILE PROVIDING PRIMARY CARE. | $5,000 |
| SAN FRANCISCO GENERAL HOSPITAL | ||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 01106 | PC | TO SUPPORT AND FUND EXCELLENCE IN PATIENT CARE | $260,000 |
| SAN FRANCISCO HOST COMMITTEE | ||||||
| 601 VAN NESS AVE E240 | SAN FRANCISCO | CA | 94102 | PC | TO LESSEN THE BURDEN OF THE GOVERNMENT OF THE CITY AND COUNTY OF SAN FRANCISCO AND ADVANCING THE GENERAL WELFARE OF ITS RESIDENTS | $2,500 |
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||
| 235 MONTGOMERY STREET SUITE 760 | SAN FRANCISCO | CA | 94104 | PC | TO SHARE ART AND THE CREATIVE PROCESS TO OPEN MINDS AND HELP BUILD A BETTER WORLD. | $100,000 |
| SAN FRANCISCO SYMPHONY | ||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PC | TO PROVIDE MUSIC EDUCATION FOR EVERYBODY. | $40,000 |
| SFJAZZ | ||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | PC | TO SUPPORT ARTISTS AND MUSIC THAT HAS BEEN INFLUENCED BY JAZZ THROUGH CREATION, PRESENTATION, AND EDUCATION | $25,000 |
| SHALOM BAYIT | ||||||
| 12651 SAN PABLO AVE 5473 | RICHMOND | CA | 94805 | PC | TO CULTIVATE AND ESTABLISH POSITIVE INFLUENCES | $3,000 |
| SHALOM HARTMAN INSTITUTE | ||||||
| 475 RIVERSIDE DRIVE 1450 | NEW YORK | NY | 10115 | PC | TO PROVIDE A PLURALISTIC CENTER OF RESEARCH AND EDUCATION DEEPENING AND ELEVATING QUALITY OF JEWISH LIFE IN ISRAEL AND NORTH AMERICA | $5,000 |
| SPUR | ||||||
| 654 MISSION STREET | SAN FRANCISCO | CA | 941054015 | PC | TO SUPPOT THE DEVELOPMENT OF SOLUTIONS TO PROBLEMS LARGE CITIES FACE | $12,000 |
| STEINBERG INSTITUTE | ||||||
| 1121 L STREET 300 | SACRAMENTO | CA | 95814 | PC | TO TRANSFORM CALIFORNIA'S MENTAL HEALTH AND SUBSTANCE USE CARE SYSTEMS | $10,000 |
| STERN GROVE FESTIVAL | ||||||
| 832 FOLSOM STREET SUITE 1000 | SAN FRANCISCO | CA | 94107 | PC | TO MAKE LIVE MUSICAL EXPERIENCES ACCESSIBLE TO ALL. | $5,000 |
| TEACH FOR ALL | ||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | TO TACKLE THE COMPLEX CHALLENGES FACING CHILDREN IN DISADVANTAGED COMMUNITIES. | $40,000 |
| THE AMERICAN INDEPENDENT FOUNDATION | ||||||
| PO BOX 44818 | WASHINGTON | DC | 20024 | PC | FOSTER STRONG INDEPENDENT JOURNALISM THAT HELPS CREATE POSITIVE SOCIETAL CHANGE | $75,000 |
| THE EDIBLE SCHOOLYARD PROJECT | ||||||
| 1517 SHATTUCK AVE | BERKELEY | CA | 94709 | PC | TO BUILD AND SHARE A NATIONAL FOOD CURRICULUM FOR THE EDUCATION SYSTEM | $10,000 |
| THE EXPLORATORIUM | ||||||
| 17 PIER STE 100 | SAN FRANCISCO | CA | 94111 | PC | TO PROVIDE A PUBLIC LEARNING LABORATORY TO EXPLORE THE WORLD THROUGH SCIENCE, ART, AND HUMAN PERCEPTION | $10,000 |
| THE KENNEDY FORUM | ||||||
| 4326 HARBOR BEACH BLVD UNIT 573 | BRIGANTINE | NJ | 08203 | PC | TO ADVANCE QUALITY MENTAL HEALTH PROGRAMMING IN SCHOOLS AND COMMUNITIES THAT BENEFITS STUDENTS, FAMILIES, AND EDUCATORS | $20,000 |
| THE PHILANTHROPY WORKSHOP | ||||||
| 2400 SAND HILL RD STE 201 | MENLO PARK | CA | 94025 | PC | TO INSPIRE, TRANSFORM, AND CATALYZE A NETWORK OF EFFECTIVE PHILANTHROPISTS | $5,000 |
| THE PRITZKER MILITARY MUSEUM & LIBRARY | ||||||
| 104 S MICHIGAN AVE 1025 | CHICAGO | IL | 60603 | PC | TO CREATE A PREMIER MILITARY MUSEUM AND LIBRARY DEDICATED TO THE COLD WAR, INSPIRING AMERICAN CITIZENS TO GRASP AND SHAPE THE FUTURE OF MILITARY HISTORY | $1,500 |
| THE REPRESENTATION PROJECT | ||||||
| 2503 CLAY STREET | SAN FRANCISCO | CA | 94115 | PC | TO PROMOTE GENDER EQUALITY BY EXPOSING HARMFUL GENDER STEREOTYPES IN MEDIA AND CULTURE. | $7,500 |
| THE WASHINGTON INSTITUTE | ||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST AND TO PROMOTE THE POLICIES THAT SECURE THEM. | $105,000 |
| TIPPING POINT COMMUNITY | ||||||
| 220 MONTGOMERY STREET NO 850 | SAN FRANCISCO | CA | 60615 | PC | TO BREAK THE CYCLE OF POVERTY FOR PEOPLE IN THE BAY AREA WHO DON'T HAVE THE RESOURCES TO MEET THEIR BASIC NEEDS | $20,000 |
| UCSF BENIOFF CHILDREN'S HOSPITALS FOUNDATION | ||||||
| 2201 BROADWAY NO 600 | OAKLAND | CA | 94104 | PC | TO SUPPORT UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND AND SAN FRANCISCO'S PROGRAMS, SERVICES AND OPERATIONS | $34,000 |
| UCSF FOUNDATION | ||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 94133 | PC | TO SUPPORT THE GROUNDBREAKING RESEARCH, LEADERSHIP TRAINING, AND COMPASSIONATE CARE THAT HAPPEN EVERY DAY AT THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO | $420,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||
| 220 MONTGOMERY ST 5TH FL | SAN FRANCISCO | CA | 94612 | PC | TO SUPPORT UCSF'S CORE MISSION OF ADVANCING HEALTH WORLDWIDE BY RAISING MONEY FOR THE UNIVERSITY | $25,000 |
| UNIVERSITY OF SAN FRANCISCO | ||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | PC | TO PROMOTE LEARNING IN THE JESUIT CATHOLIC TRADITION | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,136,684 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | ||||||
| 2015 STEINER ST | SAN FRANCISCO | CA | 941152627 | PC | TO OFFER ADVANCED TRAINING IN COMMUNITY-BASED MENTAL HEALTH CARE, WITH FELLOWS GAINING IN-DEPTH EXPERIENCE WORKING WITH CHILDREN, ADOLESCENTS, AND FAMILIES FACING DEVELOPMENTAL CHALLENGES. | $37,500 |
| CALMATTERS | ||||||
| 1017 L STREET 261 | SACRAMENTO | CA | 95814 | PC | TO SUPPORT THE FILLING OF THE GAP LEFT BY A SHIRNKING PRESS CORPS. | $25,000 |
| CATCHLIGHT | ||||||
| 1150 25TH STREET | SAN FRANCISCO | CA | 94107 | PC | TO SUPPORT THE COMBINATION ART, JOURNALISM, AND SOCIAL JUSTICE | $37,500 |
| FUTURES WITHOUT VIOLENCE | ||||||
| 100 MONTGOMERY STREET | SAN FRANCISCO | CA | 94158 | PC | TO PIONEER NEW STRATEGIES TO END VIOLENCE AGAINST WOMEN AND CHILDREN AT HOME AND ABROAD | $100,000 |
| JEWISH FILM INSTITUTE | ||||||
| 145 NINTH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | PC | TO INSPIRE COMMUNITIES IN SAN FRANCISCO AND AROUND THE WORLD TO EXPAND THEIR UNDERSTANDING OF JEWISH LIFE THROUGH FILM, MEDIA, AND DIALOGUE. | $50,000 |
| LUMINARY IMPACT FUND | ||||||
| 767B PORTOLA STREET | SAN FRANCISCO | CA | 94129 | PC | TO PROMOTE INNOVATION AND ADVANCE SOLUTIONS IN FAMILY MENTAL HEALTH | $300,000 |
| PREVENTIVE MEDICINE RESEARCH INSTITUTE | ||||||
| 900 BRIDGEWAY SUITE 1 | SAUSALITO | CA | 94965 | PC | TO PROMOTE RESEARCH INTO PREVENTITIVE MEDICINE TO PREVENT OR EVEN REVERSE COMMON DISEASES | $25,000 |
| UCSF FOUNDATION | ||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 94133 | PC | TO SUPPORT THE GROUNDBREAKING RESEARCH, LEADERSHIP TRAINING, AND COMPASSIONATE CARE THAT HAPPEN EVERY DAY AT THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO | $350,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||
| 220 MONTGOMERY ST 5TH FL | SAN FRANCISCO | CA | 94612 | PC | TO SUPPORT UCSF'S CORE MISSION OF ADVANCING HEALTH WORLDWIDE BY RAISING MONEY FOR THE UNIVERSITY | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $932,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422,721 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $126,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,896,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,446,685 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,446,685 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $45,752 | $22,876 | $22,876 |
| TAX PREPARATION | $15,500 | $7,750 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $6,262,417 | EOYBookValueAmt |
| EOYFMV | $6,262,417 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $9,578,294 | EOYBookValueAmt |
| EOYFMV | $9,578,294 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CANYON ESG CREDIT FUND (CAYMAN) LTD | FMV | $3,959,234 | $3,959,234 |
| EMPYREAN CAPITAL OVERSEAS FUND LTD | FMV | $4,289,968 | $4,289,968 |
| FARALLON CAPITAL F5 INVESTORS I LP | FMV | $4,145,041 | $4,145,041 |
| GENERATION IM GLOBAL EQUITY FUND LLC | FMV | $8,414,853 | $8,414,853 |
| STEADFAST INTERNATIONAL LTD | FMV | $4,665,848 | $4,665,848 |
| OCTAGON INVESTMENTS OFFSHORE FUND LTD | FMV | $1,939,187 | $1,939,187 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $18,014 | $0 | $0 |
| EQUIPMENT AND SOFTWARE | $11,986 | $0 | $0 |
| PAYROLL FEES | $5,816 | $0 | $0 |
| INSURANCE | $1,166 | $0 | $0 |
| WEBSITE DEVELOPMENT | $11,169 | $0 | $0 |
| INVESTMENT EXPENSES FROM PASSTHROUGH | $109,783 | $109,783 | $0 |
| MEMBERSHIP FEES | $28,600 | $0 | $0 |
| FOUNDATION EVENTS | $27,146 | $0 | $0 |
| MARKETING AND PRINTING | $257 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME FROM PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | $126,821 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $126,821 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $126,821 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $3,347,242 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT CONSULTANT | $5,881 | $0 | $0 |
| CONTRACTED SERVICES | $47,400 | $0 | $47,400 |
| INVESTMENT MANAGEMENT FEES | $90,450 | $90,450 | $0 |
| ADMIN FEES | $1,100 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $19,643 | $0 | $9,821 |
| CA TAXES | $25 | $0 | $0 |
| FEDERAL EXCISE TAXES | $0 | $0 | $0 |