GGS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GGS FOUNDATION (EIN 94-3155521)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-02
- IRS object ID
- 201743069349100234
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-02T18:29:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W Taylor Street Suite A | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943155521 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GGS Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GGSF | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 Bush Street No 300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN K CASEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2017-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert A Lee | PreparerPersonNm |
| PTIN | P00156212 | PTIN |
| Phone | 4088556770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.62.180.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-16 | IPDt |
| IP Tm | 17:40:42 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EEEF047056F2AE44E0EB80DD14FDEF71645C190F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,045,963 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $59,947 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $135 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $429 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $196,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $228,241 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,982,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $443,195 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | -$71,760 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $586,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $600,105 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,762 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,657 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,329 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $212,576 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,521 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $115,605 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $669 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $67 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $402 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,789 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,575 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $241,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,034 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $122,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $940,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $940,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,181,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,034 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,062,961 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$594,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $505,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $116,660 | CashBOYAmt |
| Cash EOY | $98,038 | CashEOYAmt |
| Cash EOYFMV | $98,038 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $920,206 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $455,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $455,543 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,883,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,020,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,020,808 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,826,638 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,613,634 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,613,634 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,302,541 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,857,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,857,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,049,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,045,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,045,963 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $25,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $19,024,247 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,045,963 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,024,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,045,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,049,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,045,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,024,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$594,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $616,458 | OtherIncreasesAmt |
| Subtotal | $19,045,963 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,045,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| WGI Emerging Markets Fund | P | 2015-01-01 | 2016-12-31 | $3,239 | -$3,239 | -$3,239 | |
| HCP Real Estate LP | P | 2015-01-01 | 2016-12-31 | $138 | $138 | $138 | |
| Select Equity Investments | 2015-01-01 | 2016-12-31 | $1,536,214 | $275,109 | $275,109 | $1,811,323 | |
| SRI Ten REIT | P | 2015-01-01 | 2016-12-31 | $26,619 | $26,619 | $26,619 | |
| HCP Absolute Return Fund | P | 2015-01-01 | 2016-12-31 | $67,382 | $67,382 | $67,382 | |
| HCP Private Equity Fund V | P | 2015-01-01 | 2016-12-31 | $22,017 | $22,017 | $22,017 | |
| Capital Gains Dividends | P | $55,169 | $55,169 | $55,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $443,195 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,029,069 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,546,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050085 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $974,530 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,175,279 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046022 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $923,047 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,813,899 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046586 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $914,801 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,258,591 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050102 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $803,526 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,832,758 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042666 | DistributionYr5Rt |
| Total Distribution | 0.235461 | TotalDistributionRt |
| Average Distribution | 0.047092 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,122,864 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $900,534 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,051 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $905,585 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,062,961 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,051 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,051 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,051 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,547 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,547 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,496 | OverpaymentAmt |
| Applied To ES Tax | $3,496 | 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 | ggsfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pacific Foundation Services LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 Bush Street Suite 300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN K CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | president | 1.00 | $0 | $0 | $0 |
| john kirkwood | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | secretary/treasurer | 1.00 | $0 | $0 | $0 |
| A MICHAEL CASEY | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| katie casey joiner | ||||||||
| 1660 BUSH STREET SUITE 300 | san FRANCISCO | CA | 94109 | director | 1.00 | $0 | $0 | $0 |
| caroline tower | ||||||||
| 1660 BUSH STREET SUITE 300 | san FRANCISCO | CA | 94109 | director | 1.00 | $0 | $0 | $0 |
| shannon casey welch | ||||||||
| 1660 BUSH STREET SUITE 300 | san FRANCISCO | CA | 94109 | director | 1.00 | $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 |
|---|---|---|---|---|---|
| pacific foundation services llc | |||||
| 1660 bush street suite 300 | san francisco | CA | 94109 | foundation management | $144,506 |
| hall capital partners llc | |||||
| one maritime plaza | san francisco | CA | 94111 | investment management | $68,070 |
| 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 | $18,248,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,165,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,414,075 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,414,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $291,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,122,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $956,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $956,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,051 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,051 | TotalTaxAmt |
| Distributable Before Adj | $951,092 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $951,092 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $951,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,062,961 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,062,961 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,051 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,057,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $951,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,866 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,062,961 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,866 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $951,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,003 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,003 | 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 | $45,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $45,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Annie Yates | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.ggsfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.ggsfoundation.org | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.ggsfoundation.org | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 826 Valencia | ||||||||
| 826 Valencia Street | San Francisco | CA | 94110 | None | 501 (c)(3) public ch | Support one-on-one literacy tutoring for high-needs early elementary students in San Francisco | $40,000 | |
| A Home Within | ||||||||
| 1850 Balboa Street | San Francisco | CA | 94121 | None | 501 (c)(3) public ch | Providing trauma-informed mental health and wellness supports, including individualized therapy serv | $30,000 | |
| Access Institute For Psychological Services | ||||||||
| 110 Gough Street Suite 301 | San Francisco | CA | 94102 | None | 501 (c)(3) public ch | Support In-School Mental Health Program, serving disadvantaged and at-risk children in San Francisco | $25,000 | |
| Aim High for High School | ||||||||
| PO Box 410715 | San Francisco | CA | 94141 | None | 501 (c)(3) public ch | Supporting the Pathways to Teaching program, providing intensive classroom training for high school | $25,000 | |
| Asian Neighborhood Design Inc | ||||||||
| 1245 Howard Street | San Francisco | CA | 94103 | None | 501 (c)(3) public ch | For the Employment Training Center's Green Construction Pre-apprenticeship program, which provides y | $40,000 | |
| Aspiranet (Experience Corps Bay Area) | ||||||||
| 3925 Noriega St | San Francisco | CA | 94122 | None | 501 (c)(3) public ch | To provide 1,200 underserved students in 11 San Francisco schools with literacy intervention service | $35,000 | |
| Bay Area SCORES (America Scores) | ||||||||
| 1610 Harrison Street | San Francisco | CA | 94103 | None | 501 (c)(3) public ch | Support Youth Leaders, training middle and high school students in San Francisco to become assistant | $30,000 | |
| Bay Area Video Coalition Inc | ||||||||
| 2727 Mariposa Street 2nd Floor | San Francisco | CA | 94110 | None | 501 (c)(3) public ch | Supporting the Next Gen Training Program, providing free, 10-month-long digital media training, care | $40,000 | |
| Being Adept | ||||||||
| PO Box 53 | Kentfield | CA | 94904 | None | 501 (c)(3) public ch | Being Adept Alcohol and Drug Abuse Prevention program at Davidson Middle School in San Rafael , CA. | $15,000 | |
| California Academy of Sciences | ||||||||
| 55 Music Concourse Drive Golden | San Francisco | CA | 94118 | None | 501 (c)(3) public ch | To support Careers in Science, a multi-year paid, vocational internship for underserved high school | $25,000 | Gate Park |
| Ceres Community Project | ||||||||
| 7351 Bodega Avenue | Sebastopol | CA | 95472 | None | 501 (c)(3) public ch | Support Healthy Meals Program, a culinary training program for Marin youth to prepare nutritious mea | $30,000 | |
| Conservation Corps North Bay Inc | ||||||||
| 27 Larkspur Street | San Rafael | CA | 94901 | None | 501 (c)(3) public ch | Support Career Pathways program, providing youth opportunities to enter the workforce, reengage in e | $30,000 | |
| Council on Foundations | ||||||||
| PO Box 75661 | Baltimore | MD | 21275 | None | 501 (c)(3) public ch | 2016 Annual Membership Dues. Total payment will be $5,300 (3,800 as a grant; 1,500 as membership due | $3,800 | |
| First Place for Youth | ||||||||
| 426 17th Street Ste 100 | Oakland | CA | 94612 | None | 501 (c)(3) public ch | Support Steps to Success Program, providing educational and career planning programming to current a | $25,000 | |
| Foundation Center | ||||||||
| 312 Sutter Street Suite 606 | San Francisco | CA | 94108 | None | 501 (c)(3) public ch | Support 2016 programs and services | $3,000 | |
| Game Theory Academy | ||||||||
| 337 17th Street Suite 214 | Oakland | CA | 94612 | None | 501 (c)(3) public ch | Support West Oakland Woods (WOW) Farm Youth Enterprise Academy | $25,000 | |
| Homeward Bound of Marin | ||||||||
| 1385 N Hamilton Parkway | Novato | CA | 94949 | None | 501 (c)(3) public ch | To expand and enhance vocational training and financial capability through the Fresh Starts Culinar | $30,000 | |
| Jewish Community Relations Council (Jewish Coalition for Literacy) | ||||||||
| 131 Steuart Street Suite 205 | San Francisco | CA | 94105 | None | 501 (c)(3) public ch | Support literacy tutoring program in San Francisco | $20,000 | |
| Jewish Vocational & Career Counseling Service | ||||||||
| 225 Bush Street Suite 400 | San Francisco | CA | 94104 | None | 501 (c)(3) public ch | Support School Partner Program, a work-based learning model that supports struggling students | $30,000 | |
| Juma Ventures | ||||||||
| 131 Steuart Street Suite 201 | San Francisco | CA | 94105 | None | 501 (c)(3) public ch | To support the Pathways Program which provides employment in social enterprises, academic support, a | $40,000 | |
| Jumpstart for Young Children Inc | ||||||||
| 235 Montgomery Street Suite 1025 | San Francisco | CA | 94104 | None | 501 (c)(3) public ch | Support early literacy and preschool programming in San Francisco | $40,000 | |
| New Door Ventures | ||||||||
| 3221 20th Street | San Francisco | CA | 94110 | None | 501 (c)(3) public ch | Support Youth Employment Program, providing paid internships, skill building, and support for discon | $48,000 | |
| Northern California Grantmakers | ||||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | None | 501 (c)(3) public ch | 2016 Membership Dues | $250 | |
| Old Skool Cafe | ||||||||
| 1429 Mendell Street | San Francisco | CA | 94124 | None | 501 (c)(3) public ch | Provide high-risk youth with vocational training and support services | $40,000 | |
| Parent Services Project Inc | ||||||||
| 79 Belvedere Street 101 | San Rafael | CA | 94901 | None | 501 (c)(3) public ch | Support Raising A Reader program at three sites in Marin | $30,000 | |
| Project Avary Inc | ||||||||
| PO Box 150088 | San Rafael | CA | 94915 | None | 501 (c)(3) public ch | General support for providing targeted leadership and life skill development, mental wellness, and s | $30,000 | |
| Reading Partners | ||||||||
| 180 Grand Avenue Suite 800 | Oakland | CA | 94612 | None | 501 (c)(3) public ch | Supporting individualized literacy support services, pairing trained reading tutors with students th | $50,000 | |
| San Francisco Court Appointed Special Advocates | ||||||||
| 2535 Mission Street | San Francisco | CA | 94110 | None | 501 (c)(3) public ch | To support the Core Advocacy and Mentoring Program which supports the healthy youth development of 2 | $35,000 | |
| San Francisco Education Fund | ||||||||
| 2730 Bryant Street 2nd Floor | San Francisco | CA | 94110 | None | 501 (c)(3) public ch | Literacy Program | $35,000 | |
| San Francisco Parks Alliance (Urban Sprouts) | ||||||||
| 1663 Mission Street Suite 320 | San Francisco | CA | 94103 | None | 501 (c)(3) public ch | General support for intensive garden-based job readiness programs serving SFUSD high school students | $20,000 | |
| Tides Center (Oasis for Girls) | ||||||||
| 1091 Mission Street | San Francisco | CA | 94103 | None | 501 (c)(3) public ch | Support Springboard Series, providing leadership development programming for young women from disadv | $25,000 | |
| Tides Center (Youth Art Exchange) | ||||||||
| 755 Ocean Avenue | San Francisco | CA | 94112 | None | 501 (c)(3) public ch | Support multidisciplinary visual and performing arts and architecture workforce development for San | $25,000 | |
| Young Men's Christian Association of San Francisco | ||||||||
| 1601 Lane Street | San Francisco | CA | 94124 | None | 501 (c)(3) public ch | Supporting Project Literacy, providing literacy-integration in all after-school programming targetin | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $940,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $135 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196,353 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $330,278 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $526,766 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $526,766 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | georgiana g stevens trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 bush street suite 300 | AddressLine1Txt |
| City | san francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $59,947 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,762 | Amt |
| Net Investment Income | $10,657 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,329 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Sec. 4942(H)(2) and Reg. 53.4942(A)-3(D)(2), The Georgiana G Stevens Foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year?s undistributed income and the amount needed to satisfy the current year distribution requirements as being made out of corpus. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | fixed income investments | BondNm |
| EOY Book Value | $5,613,634 | EOYBookValueAmt |
| EOYFMV | $5,613,634 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | equity investments | StockNm |
| EOY Book Value | $6,020,808 | EOYBookValueAmt |
| EOYFMV | $6,020,808 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $6,857,940 | BookValueAmt |
| EOYFMV | $6,857,940 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $2,250 | $450 | $1,575 |
| BANK CHARGES | $1,339 | $1,339 | $0 |
| Insurance | $1,303 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED gains on investments | Desc |
| Amt | $616,458 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT | $144,506 | $14,451 | $115,605 |
| INVESTMENT MANAGEMENT | $68,070 | $68,070 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| excise tax | $5,421 | $0 | $0 |
| state filings | $85 | $0 | $0 |