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JAMES IRVINE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JAMES IRVINE FOUNDATION (EIN 94-1236937)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-09
IRS object ID
201743139349101604
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-09T22:01:52-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 Market Street Suite 3300AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941055829ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941236937EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The James Irvine FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone4157772244PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Bush Street Suite 800AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY RECKERPersonNm
Person TitleCIO/TREASURERPersonTitleTxt
Signature2017-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE BENCIKPreparerPersonNm
PTINP00756195PTIN
Phone4155761100PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,214,674,056FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,135,870InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,277,837InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$0InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,645,901DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,586,162DividendsNetInvstIncmAmt
Dividends Adj Net Incm$0DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$0GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$0GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$0GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$0NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$113,930,014NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$269,459,395GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$104,103,543CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$134,555IncmModificationsAdjNetIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss-$666,917OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,828,727OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$128,044,868TotalRevAndExpnssAmt
Total Net Invst Incm$132,796,269TotalNetInvstIncmAmt
Total Adj Net Incm$134,555TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,363,074CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,061,218CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,107,685CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$7,007,416OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$1,852,169OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$4,714,196OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,363,718PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$489,867PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,813,915PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$41,589LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$10,410LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$30,316LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$291,017AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$184,876AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$45,675AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,512,141OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,034,890OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,360,568OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$62,903InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$62,903InterestDsbrsChrtblAmt
Taxes Rev And Expnss$860,249TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,147,329TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$603,461DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$120,692DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$1,021,643OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$172,605OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$880,124OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,037,547TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$161,492TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$833,601TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$37,221PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$22,546PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$9,451PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,807,890OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,018,242OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$2,188,900OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,009,869TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,276,336TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,047,334TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,273,139ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$84,261,430ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,283,008TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,276,336TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$99,308,764TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,761,860ExcessRevenueOverExpensesAmt
Net Investment Income$104,519,933NetInvestmentIncomeAmt
Adjusted Net Income$134,555AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$57,388CashBOYAmt
Cash EOY$46,823CashEOYAmt
Cash EOYFMV$46,823CashEOYFMVAmt
Sav And Temp Cash Invst BOY$52,169,301SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,451,061SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,451,061SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$7,384,027AcctRcvblAmt
Acct Rcvbl Allwnc Dbtfl Acct$0AcctRcvblAllwncDbtflAcctAmt
Acct Rcvbl BOY$8,645,002AcctRcvblBOYAmt
Acct Rcvbl EOY$7,384,027AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$7,384,027AcctRcvblEOYFMVAmt
Pledges Rcvbl$0PledgesRcvblAmt
Pledges Rcvbl Allwnc Dbtfl Acct$0PledgesRcvblAllwncDbtflAcctAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Grants Receivable BOY$0GrantsReceivableBOYAmt
Grants Receivable EOY$0GrantsReceivableEOYAmt
Grants Receivable EOYFMV$0GrantsReceivableEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Inventories BOY$0InventoriesBOYAmt
Inventories EOY$0InventoriesEOYAmt
Inventories EOYFMV$0InventoriesEOYFMVAmt
Prepaid Expenses BOY$0PrepaidExpensesBOYAmt
Prepaid Expenses EOY$0PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$0PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$60,753,673USGovernmentObligationsBOYAmt
US Government Obligations EOY$65,389,672USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$65,389,672USGovtObligationsEOYFMVAmt
Corporate Stock BOY$279,082,962CorporateStockBOYAmt
Corporate Stock EOY$299,365,830CorporateStockEOYAmt
Corporate Stock EOYFMV$299,365,830CorporateStockEOYFMVAmt
Corporate Bonds BOY$62,082,001CorporateBondsBOYAmt
Corporate Bonds EOY$61,382,767CorporateBondsEOYAmt
Corporate Bonds EOYFMV$61,382,767CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Mortgage Loans BOY$0MortgageLoansBOYAmt
Mortgage Loans EOY$0MortgageLoansEOYAmt
Mortgage Loans EOYFMV$0MortgageLoansEOYFMVAmt
Other Investments BOY$1,654,760,748OtherInvestmentsBOYAmt
Other Investments EOY$1,656,911,545OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,656,911,545OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,203,073LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,177,363LandBldgEquipAccumDeprecAmt
Land BOY$2,582,498LandBOYAmt
Land EOY$2,025,710LandEOYAmt
Land EOYFMV$2,025,710LandEOYFMVAmt
Other Assets BOY$65,633,514OtherAssetsBOYAmt
Other Assets EOY$96,716,621OtherAssetsEOYAmt
Other Assets EOYFMV$96,716,621OtherAssetsEOYFMVAmt
Total Assets BOY$2,185,767,087TotalAssetsBOYAmt
Total Assets EOY$2,214,674,056TotalAssetsEOYAmt
Total Assets EOYFMV$2,214,674,056TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,854,915AccountsPayableBOYAmt
Accounts Payable EOY$8,888,165AccountsPayableEOYAmt
Grants Payable BOY$52,112,258GrantsPayableBOYAmt
Grants Payable EOY$49,258,522GrantsPayableEOYAmt
Deferred Revenue BOY$0DeferredRevenueBOYAmt
Deferred Revenue EOY$0DeferredRevenueEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$72,097,159OtherLiabilitiesBOYAmt
Other Liabilities EOY$103,185,420OtherLiabilitiesEOYAmt
Total Liabilities BOY$130,064,332TotalLiabilitiesBOYAmt
Total Liabilities EOY$161,332,107TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,055,702,755UnrestrictedBOYAmt
Unrestricted EOY$2,053,341,949UnrestrictedEOYAmt
Temporarily Restricted BOY$0TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$0TemporarilyRestrictedEOYAmt
Permanently Restricted BOY$0PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$0PermanentlyRestrictedEOYAmt
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,055,702,755TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,053,341,949TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,185,767,087TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,214,674,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,055,702,755TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,761,860ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,076,464,615SubtotalAmt
Other Decreases$23,122,666OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,053,341,949TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities/OtherP$146,133,613$103,114,496$43,019,117$0$43,019,117
Non Publicly Traded SecuritiesP$100,787,266$39,135,014$61,652,252$0$61,652,252
MORTGAGE-BACKED SECURITIES PAYDOWN/UPP$12,669,305$13,279,871-$610,566$0-$610,566
Gains on Class ActionsP$42,740$42,740$0$42,740
FieldValueIRS element (for citing)
Capital Gain Net Income$104,103,543CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,390,240AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,069,215,497NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.024836DistributionYr1Rt
Adjusted Qlfy Distri Yr2$98,381,217AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,910,170,131NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051504DistributionYr2Rt
Adjusted Qlfy Distri Yr3$88,546,058AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,723,060,503NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051389DistributionYr3Rt
Adjusted Qlfy Distri Yr4$82,006,472AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,565,962,481NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052368DistributionYr4Rt
Adjusted Qlfy Distri Yr5$73,370,818AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,552,600,432NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047257DistributionYr5Rt
Total Distribution0.227354TotalDistributionRt
Average Distribution0.045471AverageDistributionRt
Net Vl Noncharitable Assets$2,060,833,510NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$93,708,161AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,045,199NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$94,753,360AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$99,484,931QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,045,199InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,045,199SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,045,199TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,486,432EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$29,000AppliedToEsTaxAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,515,432TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$470,233OverpaymentAmt
Applied To ES Tax$470,233AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.Irvine.orgWebsiteAddressTxt
Individual With BooksTimothy J ReckerIndividualWithBooksNm
Phone4157772244PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1One Bush Street Suite 800AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryCJForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryHUForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryPKForeignCountryCd
Foreign CountryRSForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryTUForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD J HOWARD
One Bush StreetSan FranciscoCA94104PRES/CEO/DIR50.000$516,088$125,942$6,120
GREGORY M AVIS
One Bush StreetSan FranciscoCA94104CHAIRMAN/DIRECTOR3.000$0$0$0
ISAAC STEIN
One Bush StreetSan FranciscoCA94104DIRECTOR3.000$0$0$0
JANE W CARNEY
One Bush StreetSan FranciscoCA94104DIRECTOR2.000$10,000$0$0
KAFI D BLUMENFIELD
One Bush StreetSan FranciscoCA94104DIRECTOR2.000$10,000$0$0
LYDIA M VILLAREAL
One Bush StreetSan FranciscoCA94104DIRECTOR3.000$10,000$0$0
MARIA ANGUIANO
One Bush StreetSan FranciscoCA94104DIRECTOR2.000$10,000$0$0
PAULA A CORDEIRO
One Bush StreetSan FranciscoCA94104DIRECTOR2.000$10,000$0$0
REGINA LIANG MUELHAUSER
One Bush StreetSan FranciscoCA94104DIRECTOR3.000$10,000$0$0
ROBERT E DENHAM
One Bush StreetSan FranciscoCA94104DIRECTOR2.000$10,000$0$0
ULTIMINIO RIOS
One Bush StreetSan FranciscoCA94104DIRECTOR2.000$18,500$0$0
VIRGIL ROBERTS
One Bush StreetSan FranciscoCA94104DIRECTOR2.000$11,000$0$0
DANIEL O SILVERMAN
One Bush StreetSan FranciscoCA94104CORP SECRETARY/VP FOR STRATEGIC SERVICE50.000$296,088$90,336$6,770
JOHN R JENKS
One Bush StreetSan FranciscoCA94104TREASURER & CIO50.000$1,391,588$155,311$2,736
TIM RECKER
One Bush StreetSan FranciscoCA94104TREASURER & CIO50.000$59,810$10,003$510

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtExpense AccountExpenseAccountAmt
AMY DOMINGUEZ-ARMS
One Bush StreetSan FranciscoCA94104PROGRAM DIRECTOR50.000$270,339$633
ERIC BROQUE
One Bush StreetSan FranciscoCA94104DIR. OF FIN. & ADMIN50.000$244,596$1,910
MALCOLM C GOEPFERT
One Bush StreetSan FranciscoCA94104DIR. OF INVESTMENTS50.000$734,338$1,668
MARY JOSEPHINE RAMIREZ
One Bush StreetSan FranciscoCA94104PROGRAM DIRECTOR50.000$231,043$820
MELISSA LOPEZ
One Bush StreetSan FranciscoCA94104DIR. OF INVESTMENTS50.000$629,588$560
FieldValueIRS element (for citing)
Other Employee Paid Over50k49OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
DELOITTE CONSULTING LLP
4022 SELLS DRIVEHERMITAGETN37076PROGRAM CONSULTING$1,351,591
SILCHESTER INTERNATIONAL
780 THIRD AVENUE 42ND FLOORNEW YORKNY10017INVESTMENT MANAGER$561,790
PRIMECAP MANAGEMENT CO
177 E COLORADO BLVDPASADENACA91105INVESTMENT MANAGER$524,446
LAZARD ASSET MANAGEMENT
30 ROCKEFELLER PLAZANEW YORKNY10012INVESTMENT MANAGER$499,895
WESTWOOD GLOBAL
ONE FINANCIAL CENTER SUITE 1620BOSTONMA02111INVESTMENT MANAGER$406,354
FieldValueIRS element (for citing)
Contractor Paid Over50k9ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FOUNDATION-ADMINISTERED PROJECT TO SELECT AND RECOGNIZE CALIFORNIA LEADERS WHO PROMOTE EFFECTIVELY SOLUTIONS TO CRITICAL ISSUES FOR CALIFORNIA'S FUTUREDescription1Txt
Expenses1$462,238Expenses1Amt
Description2FOUNDATION-ADMINISTERED PROJECT TO ASSIST ARTS ORGANIZATIONS AS A PART OF THE STRENGTHENING PHASE OF THE ARTS GRANT MAKING STRATEGYDescription2Txt
Expenses2$370,690Expenses2Amt
Description3FOUNDATION-ADMINISTERED PROJECT TO SUPPORT COMMUNICATIONS, RESEARCH, AND KNOWLEDGE-BUILDING ACTIVITIES THAT WILL HELP DEVELOP A STRONG FIELD OF LEADERS AND ORGANIZATIONS AS PART OF THE ARTS ENGAGEMENT INITIATIVE'S FIELD BUILDING APPROACH.Description3Txt
Expenses3$220,147Expenses3Amt
Description4FOUNDATION-ADMINISTERED PROJECT TO ASSESS THE USE OF DIGITAL LEARNING PLATFORM TECHNOLOGIES AMONG CALIFORNIA-BASED PROGRAMS THAT SUPPORT YOUTH AND ADULTS WORKING BUT STRUGGLING WITH POVERTY.Description4Txt
Expenses4$179,600Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1SUPPORT SUCCESS HOUSING FIRST INITIATIVE FOR THE DEVELOPMENT AND PROVISION OF PERMANENT SUPPORTIVE HOUSING SERVICES FOR CHRONICALLY HOMELESS POPULATION IN SANTA CLARA COUNTY.Description1Txt
Expenses1$138,829Expenses1Amt
Total$138,829TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,059,710,280AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,152,853AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$9,353,628FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,092,216,761TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,092,216,761AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,383,251CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,060,833,510NetVlNoncharitableAssetsAmt
Minimum Investment Return$103,041,676MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$103,041,676MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,045,199TaxBasedOnInvestmentIncomeAmt
Income Tax$670,032IncomeTaxAmt
Total Tax$1,715,231TotalTaxAmt
Distributable Before Adj$101,326,445DistributableBeforeAdjAmt
Recoveries Qualfied Distri$134,555RecoveriesQualfiedDistriAmt
Distributable Before Ded$101,461,000DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$101,461,000DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,308,764ExpensesAndContributionsAmt
Program Related Invst Total$138,829ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$37,338CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$99,484,931QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,045,199PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$98,439,732AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,885,343DistributableAsAdjustedAmt
Undistributed Income PY$66,343,900UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$99,484,931QualifyingDistributionsAmt
Applied To Year1$66,343,900AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,141,031AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$67,744,312UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Total$0TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Total$0TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonThe James Irvine FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BUSH STREET SUITE 800AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4157772244RecipientPhoneNum
Form And Info And MaterialsWE ACCEPT APPLICATIONS THROUGH OUR WEBSITE ONLY: IRVINE.ORG/FOR-GRANTSEEKERS LETTERS OF INQUIRY MAY BE SUBMITTED THE FOLLOWING WEBSITE: IRVINE.ORG/FOR-GRANTSEEKERS INFORMATION REQUESTED INCLUDES ORGANIZATION BACKGROUND, PROJECT DESCRIPTION, FIT WITH IRVINE'S PRIORITIES, CONNECTION OF THE PROJECT TO THE ORGANIZATION'S MISSION, A LIST OF FUNDERS, AND A LIST OF THE ORGANIZATION'S BOARD OF DIRECTORS.FormAndInfoAndMaterialsTxt
Submission DeadlinesWe are not accepting unsolicited inquiries for our new initiatives or current grantmaking.SubmissionDeadlinesTxt
Restrictions On AwardsTO BE CONSIDERED FOR A GRANT, YOUR ORGANIZATION OR PROJECT MUST: 1. BE CLASSIFIED AS A PUBLIC CHARITY AND TAX EXEMPT UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. 2. BENEFIT CALIFORNIA. OUR INDENTURE OF TRUST RESTRICTS OUR GRANTMAKING TO PROGRAMS AND ORGANIZATIONS THAT DIRECTLY BENEFIT THE PEOPLE OF CALIFORNIA. 3. BE PRIMARILY INDEPENDENT FROM GOVERNMENT SUPPORT. WHEN JAMES IRVINE ESTABLISHED THE FOUNDATION IN 1937, HE STIPULATED THAT HIS FUNDS "SHALL BE USED FOR SUCH CHARITIES AS DO NOT ENJOY SUBSTANTIAL SUPPORT THROUGH TAXATION." BASED ON THIS RESTRICTION, WE REFRAIN FROM MAKING GRANTS TO PUBLIC AGENCIES OR ORGANIZATIONS THAT RECEIVE MORE THAN 50 PERCENT OF THEIR REVENUE FROM GOVERNMENT DONATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (381 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
18th Street Arts Complex
1639 18th StreetSanta MonicaCA90404NONEPCFor the Residents and Riders project$230,000
A Home Within Inc
2255 Van Ness Ave Ste 203San FranciscoCA94109NONEPCFor unrestricted support$5,000
A New Way of Life Reentry Project
PO Box 875288Los AngelesCA90087NONEPCFor unrestricted support$1,000
AAPIP
300 Frank H Ogawa Plaza Suite 256OaklandCA94612NONEPCFor 2016 membership dues, SUPPORT OF CALIFORNIA ACTIVITIES$10,500
Abode Services
40849 Fremont BoulevardFremontCA94538NONEPCTo support CA Pay for Success project$150,000
ACCE Institute
3655 S Grand Ave Ste 250Los AngelesCA90007NONEPCFor support of Oakland organizing$500
Accessed Foundation
2436 Sacramento Street Suite 100BerkeleyCA94702NONEPCFor unrestricted support$500
ACLU Foundation of Northern California
39 Drumm StSan FranciscoCA94111NONEPCFor support of immigrant integration$450,000
ACLU Foundation of San Diego & Imperial
PO Box 87131San DiegoCA92138NONEPCFor core support$375,000
Advaita Society
1060 Heinz StreetBerkeleyCA94710NONEPCFor arts engagement$171,000
Advancement Project
1910 West Sunset Blvd Suite 500Los AngelesCA90026NONEPCFor civic enagement, EVENT SPONSORSHIP$638,500
AFL-CIO
309 N Rampart St Suite AOrangeCA92868NONENCFor civic engagement$150,000
Agape Presbyterian Church
2460 Old Crow Canyon RoadSan RamonCA94583NONEPCFor underserved communities in Oakland, CA$1,500
Alameda County Community Food Bank
PO Box 2599OaklandCA94614NONEPCFor unrestricted support$2,500
Alameda County Family Justice Center Inc
470 27th StreetOaklandCA94612NONEPCTo prevent human trafficking in CA$100,000
Alliance for California Traditional Arts
744 P Street Suite 307FresnoCA93721NONEPCFor organizational transformation$487,500
Alliance for College-Ready Public Schools
601 South Figueroa Street 4th FloorLos AngelesCA90017NONEPCFor support of the Alliance Scholarship Fund$10,000
Alliance for Excellent Education Inc
1201 Connecticut Avenue NW Suite 90WashingtonDC20036NONEPCTo increase awareness of Linked Learning$300,0001
Alzheimer's Orange County
2515 McCabe Way Suite 200IrvineCA92614NONEPCFor support of Walk4ALZ$1,000
American Friends Service Committee
1501 Cherry StreetPhiladelphiaPA19102NONEPCFor the Tamejavi Cultural Organizing Fellowship$150,000
Americans for the Arts Inc
1000 Vermont Ave NW 6th FloorWashingtonDC20005NONEPCTo sponsor an event$10,000
Anti-Recidivism Coalition
448 South Hill Street Suite 908Los AngelesCA90013NONEPCFor unrestricted support$500
Arte Americas The Mexican Arts Center
1630 Van NessFresnoCA93721NONEPCFor new programs in the San Joaquin Valley$17,500
Arthritis Foundation Inc
657 Mission Street Suite 603San FranciscoCA94105NONEPCFor support of activities in California$10,000
As You Sow
1611 Telegraph Avenue Suite 1450OaklandCA94612NONEPCFor support of California activities$3,750
Asian Americans Advancing Justice - Asian Law Caucus
55 Columbus AvenueSan FranciscoCA94111NONEPCFor civic engagement, ANNUAL FUND DEVELOPMENT PLAN$335,000
Asian Americans Advancing Justice Los Angeles
1145 Wilshire BlvdLos AngelesCA90017NONEPCGeneral support, core support, event sponsorship, to strengthen immigrant integration in CA$826,500
Asian Pacific Environmental Network
426 17th Street Suite 500OaklandCA94612NONEPCFor core support, support CA activities$225,500
Assistance League of Fresno
2037 W Bullard Ave PMB 306FresnoCA93711NONEPCFor support of the Assisteens Program$5,000
Assn of Mexican American Educators Inc
634 S Spring St Ste 602Los AngelesCA90014NONEPCTo support a Fresno Chapter scholarship fund$10,000
Audubon Canyon Ranch
4900 Shoreline Highway OneStinson BeachCA94970NONEPCFor unrestricted support$250
Ballot Initiative Strategy Center Foundation
1815 Adams Mill Road Suite 300WashingtonDC20009NONEPCTo research on the ballot initiative process$100,000
Barrio Logan College Institute
1625 Newton Avenue Suite 200San DiegoCA92113NONEPCFor unrestricted support$5,000
Bay Area Children's Theatre
6114 La Salle AveOaklandCA94611NONEPCFor unrestricted support$1,000
Bay Area Ridge Trail Council
1007 General Kennedy Avenue Suite 3San FranciscoCA94129NONEPCFor unrestricted support$1,500
Bay Area Video Coalition Inc
2727 Mariposa 2nd FloorSan FranciscoCA94110NONEPCFor a strategic planning process$34,000
Bay Area Youth Vaishnav Parivar
25 Corning AveMilpitasCA95035NONEPCFor support of education and arts activities$4,500
Berkeley Athletic Fund
PO BOX 11525BerkeleyCA94712NONEPCFor support of tennis court construction$1,000
Berkeley Repertory Theatre
999 Harrison StreetBerkeleyCA94710NONEPCFor unrestricted support$3,000
Berkeley Soc for Preservation of Trad Mus
2020 Addison StBerkeleyCA94707NONEPCFor unrestricted support$2,500
Black Alliance for Just Immigration
660 Nostrand AveBrooklynNY11216NONEPCFor support of activities in California$10,500
Board of Trustees of the Glide Foundation
330 Ellis StreetSan FranciscoCA94102NONEPCFor support of the Women's Center$1,000
Braille Institute of America Inc
741 North Vermont AvenueLos AngelesCA90029NONEPCTo support classes for adults$500
Bridge The Gap College Prep
PO Box 1390SausalitoCA94965NONEPCFor unrestricted support$3,000
Brookings Institution
1775 Massachusetts Ave NWWashingtonDC20036NONEPCTo support planning in inland Southern CA$131,100
CA Assoc of Clerks and Election Officials
1643 Market StReddingCA96001NONENCTo support elections cost data collection$115,000
CA CASA
663 13th St Suite 200OaklandCA94612NONEPCFor unrestricted support$7,000
CA Foundation for Commerce and Edu
PO Box 1736SacramentoCA95812NONESO ITo support work-based learning in California$50,000
California Association of Museums
PO Box 1455Santa CruzCA95061NONEPCTo support an event$25,000
California Association of Nonprofits
275 Fifth StreetSan FranciscoCA94103NONEPCTo support CA nonprofits recovering full costs$25,000
California Budget & Policy Center
1107 9th Street Suite 310SacramentoCA95814NONEPCTo inform budget and policy debates, to support EITC evaluation and participation$331,000
California Business Roundtable
1301 I StreetSacramentoCA95814NONENCTo civically engage the business community$117,250
California Calls Education Fund
4801 Exposition BlvdLos AngelesCA90016NONEPCFor general operating support$900,000
California Community Foundation
221 S Figueroa St Suite 400Los AngelesCA90012NONEPCFor support of the BLOOM Initiative, to support effective policy implementation$255,000
California Forward
1107 9th Street Suite 650SacramentoCA95814NONEPCTo review campaign finance rules, event sponsorship$142,500
California Lawyers for the Arts
Fort Mason Center 2 Marina Blvd BldSan FranciscoCA94123NONEPCTo sponsor an event$20,000g C 265
California Rural Legal Assistance Inc
1430 Franklin St 103OaklandCA94612NONEPCTo support nonprofit leadership in SJV$600,000
California Shakespeare Theater
701 Heinz AvenueBerkeleyCA94710NONEPCFor arts engagement$17,500
California State University Foundation
401 Golden Shore 6th FloorLong BeachCA90802NONEPCTo advance practice of Linked Learning, to strengthen lower-division curriculum$825,000
California Voter Foundation
PO Box 189277SacramentoCA95818NONEPCTo support research on election participation$75,000
Californians for Justice Education Fund Inc
520 3rd Street 2014OaklandCA94607NONEPCTo support civic and voter engagement$100,000
Californians for the Arts
1415 L Street Suite 1000SacramentoCA95814NONEPCTo support an event$5,000
Call of the Sea
2330 Marinship Way 150SausalitoCA94965NONEPCFor unrestricted support$3,000
CALPIRG
483 9th St Suite 100OaklandCA94607NONEPCTo support modernizing election processes, to support civic engagement$337,500
Camaldolese Hermits of America
62475 Highway 1Big SurCA93920NONEPCFor scholarship support of retreat guests$1,000
Campaign for College Opportunity
714 W Olympic Blvd 745Los AngelesCA90015NONEPCTo improve college student participation$100,000
Capitol Impact LLC
1107 9th Street Suite 500SacramentoCA95814NONENCTo support CA Legislative Staff Edu Inst$350,000
Caritas Creek
PO Box 488OccidentalCA95465NONEPCFor unrestricted support$6,250
Carnegie Fdn for the Advancement of Tchg
51 Vista LaneStanfordCA94305NONEPOFTo sponsor an event$7,500
Catholic Charities of the Diocese of Monterey
922 Hilby Ave Ste CSeasideCA93955NONEPCFor immigration work$10,000
Causa Justa Just Cause
PO Box 3596OaklandCA94609NONEPCFor support of California activities$500
CEL Education Fund
1330 Broadway Third FloorOaklandCA94612NONEPCTo support voter and civic engatement$150,000
Cent for Community Action and Env Action
PO Box 33124RiversideCA92519NONEPCFor general operating support, to support voter and civic engagement$525,000
Center for Civic Design
5443 Tates Bank RoadCambridgeMD21613NONEPCTo support voter and civic engagement$95,000
Center for Community Advocacy
22 W Gabilan StreetSalinasCA93901NONEPCFor general operating support$10,000
Center for Employment Opportunities
464 7th StreetOaklandCA94607NONEPCTo build organizational capacity$500,000
Center for Law and Social Policy
1200 18th Street NW Suite 200WashingtonDC20036NONEPCTo support Linked Learning career pathways$340,100
Center for Powerful Public Schools
350 S Bixel Street Suite 180Los AngelesCA90017NONEPCTo develop Linked Learning in LA county$1,481,250
Center for Youth Wellness
3450 Third St Building 2 Suite 201San FranciscoCA94124NONEPCFor unrestricted support$2,500
Center on Policy Initiatives
3727 Camino Del Rio S Suite 100San DiegoCA92108NONEPCTo develop diverse public sector volunteers$100,000
Center on Race Poverty & Environment
1999 Harrison Street Suite 650OaklandCA94612NONEPCTo promote voter and civic engagement$375,000
Center Theatre Group of Los Angeles
601 West Temple StreetLos AngelesCA90012NONEPCTo support community arts program roundtable$30,000
Central CA Hisp Chamber of Commerce Edu Fund
2021 Sperry Avenue Suite 9VenturaCA93003NONEPCFor general operating support, for support of bilingual business workshops$255,000
Central Sierra Environmental Resource Center
PO Box 396Twain HarteCA95383NONEPCFor unrestricted support$1,000
Central Valley Community Foundation
5260 N Palm Avenue Suite 122FresnoCA93704NONEPCTo support the cradle to career continuum, event sponsorship$358,000
Centro Latino for Literacy
10718 White Oak Ave Suite 4Granada HillsCA91344NONEPCTo support literacy among Latino adults$100,000
Charitable Ventures of Orange County Inc
1505 E 17th Street 101Santa AnaCA92705NONEPCFor support of youth leadership$1,000
Children Now
1404 Franklin Street Suite 700OaklandCA94612NONEPCTo support college and career readiness$300,000
Childrens Hospital Los Angeles
4650 Sunset BlvdLos AngelesCA90027NONEPCFor unrestricted support$500
Chinese Progressive Association
1042 Grant Avenue 5th FloorSan FranciscoCA94133NONEPCTo cultivate voter and civic engagement$150,000
Circus Center
755 Frederick StSan FranciscoCA94117NONEPCFor unrestricted support$1,000
Civil Rights Institute of Riverside
3933 Mission Inn AveRiversideCA92501NONEPCFor unrestricted support$20,000
Claremont Graduate University
150 E 10th StClaremontCA91711NONEPCFor unrestricted support$30,000
Coachella Valley Economic Partnership
3111 East Tahquitz Canyon WayPalm SpringsCA92262NONEPCTo support Linked Learning implementation$270,000
Coalition for Humane Immigrant Rights of LA
2533 West 3rd St Suite 101Los AngelesCA90057NONEPCFor general operating support, unrestricted support, to support voter and civic engagement$379,500
Code for America Labs
155 9th StreetSan FranciscoCA94103NONEPCTo address poverty in California$300,000
COFEM
125 Paseo de la Plaza Suite 101Los AngelesCA90012NONEPCTo sponsor an event$2,000
Collage Dance Theatre
1206 Maple Ave Ste 1100BLos AngelesCA90015NONEPCTo increase young adult enagement in the arts$57,000
College Track
1846 Bay RoadEast Palo AltoCA94303NONEPCFor support of California activities$1,000
Common Cause
453 S Spring Street Suite 401Los AngelesCA90013NONENCTo support voter and civic engagement$450,000
Communities for a New CA Education Fund
4120 Douglas Blvd 306-418Granite BayCA95746NONEPCFor general operating support$300,000
Community Coalition
8101 S Vermont AvenueLos AngelesCA90044NONEPCFor general operating support, to support voter and civic engagement, event sponsorship$480,000
Community Foundation Sonoma County
120 Stony Point Road Suite 220Santa RosaCA95404NONEPCTo support a fund for Scholarships$15,000
Community Partners
1000 N Alameda St Ste 240Los AngelesCA90012NONEPCFor support of voter and civic engagement, to support diverse board leadership, for assessment, planning, and development$1,210,000
Community Water Center
311 W Murray AveVisaliaCA93291NONEPCFor core support, general operating support$350,000
ConnectEd
2150 Shattuck Avenue Suite 1200BerkeleyCA94704NONEPCTo build state, regional, and local capacity$3,000,000
Contra Tiempo
4058 Tilden AvenueCulver CityCA90232NONEPCFor arts engagement$37,500
Cornerstone Theater Company
708 Traction AveLos AngelesCA90013NONEPCFor arts engagement$15,600
Council for a Strong America
1212 New York Avenue NW Suite 300WashingtonDC20005NONEPCTo increase awareness of Linked Learning$100,000
CSU Fresno Foundation
4910 N ChestnutFresnoCA93726NONEPCTo support the California Partnership$300,000
CSU Long Beach Research Foundation
6300 State University Drive 332Long BeachCA90815NONEPCTo support the Bridging the Gap initiative$423,000
Cultural Data Project
400 Market Street Suite 600PhiladelphiaPA19106NONEPCFor arts engagement$133,340
Cygnet Theatre Company
2410 Congress StSan DiegoCA92110NONEPCFor arts engagement$187,000
Cypress Performing Arts Association
44 Page Street 400San FranciscoCA94102NONEPCFor arts engagement$32,000
Dell'Arte Inc
PO Box 816Blue LakeCA95525NONEPCFor arts engagement$340,000
Deloitte Consulting LLP
30 Rockefeller PlazaNew YorkNY10112NONENCTo reimagine measurement and evaluation$100,000
Diavolo Dance Theatre
616 Moulton AvenueLos AngelesCA90031NONEPCFor general operating support, for arts engagement$261,250
Digital Nest Inc
17 Aspen WayWatsonvilleCA95076NONEPCFor general operating support$25,000
Discovery Science Center of Orange County
2500 N Main StSanta AnaCA92705NONEPCFor support of the LA campus Discovery Cube$45,000
Dolores C Huerta Foundation
PO Box 2087BakersfieldCA93303NONEPCTo support voter and civic engagement$150,000
Dream Corps
1611 Telegraph Avenue Suite 600OaklandCA94612NONEPCFor support of #YesWeCode in California$500
East Bay Alliance for A Sustainable Economy
1814 Franklin St Ste 325OaklandCA94612NONEPCFor unrestricted support$500
East Bay Center for the Performing Arts
339 11th StreetRichmondCA94801NONEPCFor unrestricted support, for arts engagement$100,500
East Bay Housing Organizations
538 9th Street Suite 200OaklandCA94607NONEPCFor unrestricted support$500
Eastside College Preparatory School Inc
1041 Myrtle StreetEast Palo AltoCA94303NONEPCFor unrestricted support$30,000
Echo Park Film Center
1200 N Alvarado StreetLos AngelesCA90026NONEPCFor support of California activities$1,000
Economic Inequality Video Project
PO Box 9323BerkeleyCA94709NONEPCFor general operating support$125,000
EdSource Inc
436 14th Street Suite 1005OaklandCA94612NONEPCTo support college and career readiness$337,500
Education Trust Inc
1814 Franklin Street Suite 600OaklandCA94612NONEPCTo support Linked Learning efforts$100,000
Ella Baker Center for Human Rights in CA
1970 Broadway Suite 1125OaklandCA94612NONEPCFor support of Black Lives Matter$2,500
Engage Inc
240 E Verdugo Avenue Suite 100BurbankCA91502NONEPCFor arts engagement$110,000
Environmental Health Coalition
2727 Hoover Ave Suite 202National CityCA91950NONEPCTo support voter and civic participation, to support capacity-building activities, to support a data management project$360,000
Equal Measure
1528 Walnut Street Suite 805PhiladelphiaPA19102NONEPCTo evaluate Linked Learning Regional Hubs$1,050,250
Escondido Children's Museum Inc
320 North BroadwayEscondidoCA92025NONEPCFor unrestricted support$5,000
Families in Schools
1545 Wilshire Blvd Suite 700Los AngelesCA90017NONEPCFor unrestricted support$15,000
Family Hope
PO Box 94077PasadenaCA91109NONEPCFor unrestricted support$1,000
Food Bank for Monterey County
815 West Market Street 5SalinasCA93901NONEPCFor unrestricted support$5,000
Food in Need of Distribution Inc
83775 Citrus AveIndioCA92201NONEPCTo support FIND Food Bank$118,000
Foundation Center
32 Old Slip 24th FloorNew YorkNY10005NONEPCFor 2016 membership dues$15,000
Foundation for California Community Colleges
1102 Q Street Suite 4800SacramentoCA95811NONEPCFor support of Linked Learning, For support of Linked Learning Pathways, To increased student completion and equity, For support of technology and org capacity$2,150,000
Foundation for Sanger Schools
1905 7th StreetSangerCA93657NONEPCTo support Sanger Unified Robotics Program$10,000
Fractured Atlas Productions Inc
248 W 35th St 10th FloorNew YorkNY10001NONEPCFor arts engagement$300
Fresh Lifelines for Youth Inc
568 Valley WayMilpitasCA95035NONEPCFor unrestricted support$3,000
Fresno International Grand Opera
2377 W Shaw Ave Ste 104FresnoCA93711NONEPCFor arts engagement$76,000
Friends & Foundation of the SF Pub Library
710 Van Ness AveSan FranciscoCA94102NONEPCFor educational programming$500
Friends of the Inyo
819 North Barlow LaneBishopCA93514NONEPCFor unrestricted support$500
Fund for Santa Barbara Inc
26 W Anapamu StSanta BarbaraCA93101NONEPCTo sponsor an event$5,000
Fuse Corps
1202 Ralston Avenue Suite 1BSan FranciscoCA94129NONEPCTo support Fuse Corps Fellowship program$375,000
Generation Citizen Inc
175 Varick St 5th FloorNew YorkNY10014NONEPCFor general operating support$100,000
Get Focused Stay Focused Inc
1161 Harbor Hills DriveSanta BarbaraCA93109NONEPCTo build organizational capacity$250,000
GMMB Inc
3050 K St NWWashingtonDC20007NONENCTo support communications efforts$300,000
Golden Gate Audubon Society Inc
2530 San Pablo Ave Ste GBerkeleyCA94702NONEPCFor unrestricted support$250
Golden Gate National Parks Conservancy
Fort Mason Building 201San FranciscoCA94123NONEPCTo support the Park Youth Collaborative$20,000
Golden State Opportunity Foundation
10877 Wilshire Blvd Suite 708Los AngelesCA90024NONEPCTo support CalEITC4me Campaign$300,000
Golden Thread Productions
1696 18th Street Suite C101 AnnexSan FranciscoCA94107NONEPCFor general operating support$1,000
GradGears
1150 25th Street Suite 120San FranciscoCA94107NONEPCTo build organizational capacity$150,000
Grantmakers Concerned with Immigrants
PO Box 1100SebastopolCA95473NONEPCFor 2016 membership dues, to foster learning amongst funders$79,000
Grantmakers for Education
851 SW 6th Ave Suite 350PortlandOR97204NONEPCFor 2016 membership dues$10,000
Grantmakers for Effective Organizations
1725 DeSales Street NW Suite 404WashingtonDC20036NONEPCFor 2016 membership dues$12,000
Grantmakers in the Arts
4055 21st Ave West Suite 100SeattleWA98199NONEPCFor 2016 membership dues$25,000
Grants Managers Network Inc
1666 K Street NW Suite 440WashingtonDC20006NONEPCFor 2016 membership dues, event sponsorship$17,000
Greenlining Institute
1918 University Ave 2nd FloorBerkeleyCA94704NONEPCFor core support$37,500
Greenway Arts Alliance
544 N Fairfax AvenueLos AngelesCA90036NONEPCFor support of Da Poetry Lounge$500
Guidestar USA Inc
4801 Courthouse Street Suite 220WilliamsburgVA23188NONEPCFor 2016 membership dues, To open a permanent GuideStar office in CA$275,000
Happy Valley Christian Reformed Church
24 Happy Valley RdPleasantonCA94566NONEPCFor support of Korean community activities$2,250
Harmony Project
817 Vine Street Suite 212Los AngelesCA90038NONEPCTo develop a new music program$125,000
HeART Project
1930 Wilshire Blvd Ste 800Los AngelesCA90057NONEPCFor unrestricted support$1,000
Henry George School of Soc Sci of SF
189 Ellsworth StSan FranciscoCA94110NONEPCTo sponsor an event$500
Higher Gliffs Inc
2721 60th AveOaklandCA94605NONEPCFor unrestricted support$500
Hispanas Organized for Political Equality-CA
634 S Spring Street Suite 920Los AngelesCA90014NONEPCFor unrestricted support, event sponsorship$21,500
Hispanics in Philanthropy
414 13th Street Suite 200OaklandCA94612NONEPCFor 2016 membership dues, to support the 2016 Leadership Convening$18,000
Homeboy Industries
130 W Bruno StLos AngelesCA90012NONEPCFor unrestricted support$3,000
Homeless Prenatal Program
2500 18th StreetSan FranciscoCA94110NONEPCFor unrestricted support$2,000
Human Rights First
75 Broad Street 31st FloorNew YorkNY10004NONEPCFor support of the refugee representation$25,000
Humanities West
P O Box 546San FranciscoCA94104NONEPCFor general operating support$2,500
Immaculate Heart Community
5515 Franklin AvenueLos AngelesCA90028NONEPCFor support of a new Nonprofit Renewal Center$1,000
Impact Fund
125 University Ave Ste 102BerkeleyCA94710NONEPCFor unrestricted support$10,000
Imperial Valley Food Pantry
329 Applestill RoadEl CentroCA92243NONEPCTo support the capital and endowment campaign$250,000
Independent Arts & Media
PO Box 420442San FranciscoCA94142NONEPCTo support Code Tenderloin$5,000
Inland Congregations United for Change
1441 N D St Suite 208San BernardinoCA92405NONEPCFor general operating support, to support voter and civic engagement$375,000
Inland Empire Economic Partnership Foundation
10630 Town Center Drive Suite 105Rancho CucamongaCA91730NONEPCTo support Launch Initiative planning/demonstration$385,000
Inland Empire United Way
9644 Hermosa AvenueRancho CucamongaCA91730NONEPCTo support a bus tour of the Inland Empire, To support collab group of regional funders$23,760
Inner City Advisors
2335 Broadway Suite 102OaklandCA94612NONEPCTo expand ICA Fund Good Jobs capacity$500,000
InnerCity Struggle
124 N Townsend AveLos AngelesCA90063NONEPCFor general operating support, To cultivate voter and civic engagement$475,000
Institute For Evidence-Based Change
171 Saxony Road Suite 108EncinitasCA92024NONEPCFor support of Linked Learning initiative$350,000
Institute for Local Government
1400 K Street Suite 205SacramentoCA95814NONEPCFor support of civic engagement$300,000
Intersection for the Arts
925 Mission Street Suite 109San FranciscoCA94103NONEPCFor support of The Red Poppy Art House$1,500
Investigative Newsource
5500 Campanile Drive PSFA 361CSan DiegoCA92182NONEPCFor unrestricted support$5,000
J Paul Getty Trust
1200 Getty Center Dr Suite 800Los AngelesCA90049NONEPOFTo publicize Pacific Standard Time: LA/LA$187,500
Japanese American Cultural and Community Ctr
244 South San Pedro StreetLos AngelesCA90012NONEPCFor unrestricted support$3,000
Jobs for the Future Inc
88 Broad Street 8th FloorBostonMA02110NONEPCTo support Linked Learning Regional Hubs$3,375,485
Joe Goode Performance Group
499 Alabama Street 150San FranciscoCA94110NONEPCFor unrestricted support$1,000
Juma Ventures
131 Steuart Street Ste 201San FranciscoCA94105NONEPCTo develop corporate employer partnerships$300,000
KIPP Foundation
135 Main Street Suite 1700San FranciscoCA94105NONEPCFor support of KIPP Bay Area$500
Korean Resource Center Inc
3660 Wilshire Blvd 408Los AngelesCA90010NONEPCFor general operating support$150,000
LA Brotherhood Crusade - Black United Fund
200 East Slauson AvenueLos AngelesCA90011NONEPCTo support the LAUSD's afterschool program$100,000
Laguna Art Museum
307 Cliff DrLaguna BeachCA92651NONEPCFor arts engagement$56,000
Latino Community Foundation
235 Montgomery Street Suite 1160San FranciscoCA94104NONEPCTo sponsor an event$5,000
Latino Network
PO Box 20615RiversideCA92516NONEPCFor support of Youth Leadership programming$15,000
Lavender Youth Recreation and Info Center
127 Collingwood StreetSan FranciscoCA94114NONEPCFor unrestricted support$1,500
LeadersUp
830 Traction Ave 3ALos AngelesCA90013NONEPCTo develop employer-driven talent pipelines, to expand capacity$800,000
League of Women Voters of CA Edu Fund
1107 9th Street Suite 300SacramentoCA95814NONEPCTo increase voter participation$300,000
Liberty Hill Foundation
6420 Wilshire Blvd Suite 700Los AngelesCA90048NONEPCFor unrestricted support, to train and support community leaders$342,500
Linked Learning Alliance
1107 9th Street Suite 500SacramentoCA95814NONEPCFor a new certification and quality assurance system, For implementation of Vision 2020 goals$6,500,000
Loaves & Fishes Family Kitchen
1609 Regatta Lane Suite DSan JoseCA95112NONEPCFor unrestricted support$3,000
Los Angeles LGBT Center
1625 North Schrader BlvdLos AngelesCA90028NONEPCFor unrestricted support$1,750
Los Angeles Master Chorale Association
135 North Grand AvenueLos AngelesCA90012NONEPCFor Big Sing California$225,000
Loyola Marymount University
One LMU Drive Suite 4820Los AngelesCA90045NONEPCFor support of the Variedades Project$2,500
LSB Leakey Foundation
1003 B OReilly AvenueSan FranciscoCA94129NONEPCFor support of California activities$5,000
Lucile Packard Fdn for Children's Health
400 Hamilton Suite 340Palo AltoCA94301NONEPCTo support the Circle of Care$10,000
Luso-American Education Foundation
7080 Donlon Way Suite 200DublinCA94568NONEPCFor support of Californian scholarships$5,000
Madera Coyote Athletic Boosters
1404 W Central AveMaderaCA93637NONEPCFor Parent Center and Athletic Program$10,000
MapLight
2223 Shattuck AveBerkeleyCA94704NONEPCTo support an online voter guide, To redesign the Cal-Access website front end$525,000
Maritime Museum Association of San Diego
1492 North Harbor DriveSan DiegoCA92101NONEPCFor unrestricted support$5,000
Marleys Mutts Dog Rescue
22201 Amberwood CtTehachapiCA93561NONEPCFor unrestricted support$1,500
McLeod Grant Advisors LLC
643 Woodside WayWoodsideCA94062NONENCTo support the Irvine New Leadership Network$766,000
Meals on Wheels of San Francisco Inc
1375 Fairfax AvenueSan FranciscoCA94124NONEPCFor unrestricted support$2,000
Mercy Housing California
1360 Mission Street Ste 300San FranciscoCA94103NONEPCFor unrestricted support$1,500
Mexican American Legal Defense and Edu Fund
634 S Spring St 11th FloorLos AngelesCA90014NONEPCTo foster immigrant integration, to increase voter and civic engagement, to support undocumented immigrant youth$276,000
Mi Familia Vota Education Fund
1710 E Indian School Rd Suite 100PhoenixAZ85016NONEPCTo increase civic and voter participation$150,000
Middle College High School Nat'l Consortium
100 Bank St Suite 3DNew YorkNY10014NONEPCFor dual enrollment expansion statewide$100,000
Mission Edge San Diego
PO Box 12319San DiegoCA92112NONEPCTo support civic engagement activities$300,000
Mobilize the Immigrant Vote
436 14th Street Suite 500OaklandCA94612NONEPCFor general operating support$200,000
Monterey Institute of Technology and Edu
PO Box 890MarinaCA93933NONEPOFFor the EdReady platform$252,000
Monterey Jazz Festival
P O Box JazzMontereyCA93942NONEPCFor support of education programs$5,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612NONEPCTo support voter and civic engagement, For support of the Black Worker Center$852,275
Mujeres Unidas y Activas
3543 18th Street 23San FranciscoCA94110NONEPCTo support strategic planning$50,000
Museum Associates
5905 Wilshire BoulevardLos AngelesCA90036NONEPCFor arts engagement$375,000
Museum Foundation of Pacific Grove
165 Forest AvePacific GroveCA93950NONEPCFor support of children's exhibits$7,500
Museum of Contemporary Art San Diego
700 Prospect StreetLa JollaCA92037NONEPCTo support Project ME (Millennial Engagement)$338,000
Museum of Contemporary Art Santa Barbara
653 Paseo NuevoSanta BarbaraCA93101NONEPCFor a traveling pavilion structure$135,000
Museum of the African Diaspora
685 Mission StreetSan FranciscoCA94105NONEPCFor unrestricted support$1,500
NALEO Educational Fund
1122 W Washington Blvd 3rd FloorLos AngelesCA90015NONEPCFor core support, for general operating support$562,500
National Academy Foundation
218 West 40th Street 5th FloorNew YorkNY10018NONEPCTo support work-based learning experiences, To support launch of the Future Ready Venture$3,050,000
National Day Laborer Organizing Network
675 S Park View St Suite BLos AngelesCA90057NONEPCFor education on immigration enforcement$150,000
National Employment Law Project
75 Maiden Lane 601New YorkNY10038NONEPCTo improve labor standards in CA$1,134,000
National Immigration Forum Inc
50 F Street NW Suite 300WashingtonDC20001NONEPCFor core support$300,000
National Immigration Law Center
3435 Wilshire Boulevard Suite 1600Los AngelesCA90010NONEPCFor general operating support$412,500
National Latina Business Women Association
3200 E Guasti Rd Suite 100OntarioCA91761NONEPCFor general operating support$5,000
National Steinbeck Center
One Main StreetSalinasCA93901NONEPCFor unrestricted support$7,500
Native Americans in Philanthropy
2801 21st Avenue South Suite 132-DMinneapolisMN55407NONEPCFor 2016 membership dues$1,500
Nativity Prep Academy of San Diego Inc
2755 55th StreetSan DiegoCA92105NONEPCFor unrestricted support$5,000
Natural Resources Defense Council Inc
40 West 20th StreetNew YorkNY10011NONEPCFor support of projects in California$500
Near & Arnolds School Of Performing Arts
508 W Perkins StUkiahCA95482NONEPCFor El Teatro en Llantas$32,500
Neighborhood Funders Group
436 14th Street Suite 425OaklandCA94612NONEPCFor 2016 membership dues, To sponsor the 2016 national conference$27,500
NEO Philanthropy
45 W 36th St 6th FloorNew YorkNY10018NONEPCFor 2016 membership dues, For coordination of civic engagement funders, To support a strategic planning process$45,000
New Door Ventures
3221 20th StreetSan FranciscoCA94110NONEPCFor support of Pedal Revolution$500
NewTown Pasadena Foundation
2259 Country Club DriveAltadenaCA91001NONEPCFor the WBG Creative Arts Film Project$5,000
Northern California Grantmakers
160 Spear Street Suite 360San FranciscoCA94105NONEPCFor 2016 membership dues$17,500
Oakland Community Organization
7200 Bancroft Avenue 2 Eastmont TowOaklandCA94605NONEPCfor Linked Learning in the East Bay/OUSD, to sponsor OCO's 39th Anniversary Celebration$342,500n Center
Oakland Museum of California
1000 Oak StreetOaklandCA94607NONEPCFor expanded arts engagement, to build staff leadership capacity, to engage in a planning process$557,000
OCCORD
13252 Garden Grove Blvd Suite 204Garden GroveCA92843NONEPCFor nonpartisan voter and civic engagement$262,500
Old Globe Theatre
PO Box 122171San DiegoCA92112NONEPCFor arts engagement$862,500
Old Skool Cafe
1429 Mendell StreetSan FranciscoCA94124NONEPCFor unrestricted support$4,000
On Lok Inc
1333 Bush StreetSan FranciscoCA94109NONEPCFor unrestricted support$5,000
Opportunity Fund Northern California
111 W St John Street Suite 800San JoseCA95113NONEPCFor unrestricted support$25,000
Orange County Community Foundation
4041 MacArthur Blvd Suite 510Newport BeachCA92660NONEPCFor support of the Accelerate Change Together$100,000
Orange County Congregation Community Org
310 West BroadwayAnaheimCA92805NONEPCTo sponsor the Colors of Justice Dinner$1,000
Outdoor Afro
2323 BroadwayOaklandCA94612NONEPCFor unrestricted support$1,000
Outward Bound California
1539 Pershing DriveSan FranciscoCA94129NONEPCFor participation in Outward Bound$5,000
Pacific Environment and Resources Center
473 Pine Street Third FloorSan FranciscoCA94104NONEPCFor support of California activities$4,000
Pacific Symphony
17620 Fitch Avenue Suite 100IrvineCA92614NONEPCTo engage in a planning process$13,000
Palo Alto Community Fund
PO Box 50634Palo AltoCA94303NONEPCFor unrestricted support$10,000
Participatory Budgeting Project Inc
33 Flatbush Ave 4th floorBrooklynNY11217NONEPCFor general operating support$220,000
Partnership for Working Families
1939 Harrison St Suite 150OaklandCA94612NONEPCTo support low-wage immigrant workers$1,000,000
Pasadena Educational Foundation
351 South Hudson Avenue Room 153PasadenaCA91101NONEPCFor support of the school garden project$2,500
Pepperdine University
24255 Pacific Coast HighwayMalibuCA90263NONEPCTo expand the Davenport Institute's capacity$150,000
Peralta Colleges Foundation
333 E 8th StreetOaklandCA94606NONEPCFor implementation Bridging the Gap, to promote college-level math readiness$310,000
Performing Arts Center of Los Angeles County
135 N Grand AvenueLos AngelesCA90012NONEPCFor arts engagement, to engage in a planning process$442,500
Philanthropy for Active Civic Engagement
1717 Rhode Island Ave NW Ste 700WashingtonDC20036NONEPCFor 2016 membership$10,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610NONEPCFor general operating support for PICO CA, for public safety reform, for CA participants in a training program, to support an executive search and transition$1,290,000
Pivot Learning Partners
500 12th St Suite 350OaklandCA94607NONEPCTo achieve Vision 2020's goals$900,000
Planned Parenthood Los Angeles
400 West 30th StreetLos AngelesCA90007NONEPCFor unrestricted support$1,000
Planned Parenthood of SB-Ventura-SLO
518 Garden StreetSanta BarbaraCA93101NONEPCFor unrestricted support$500
Planned Parenthood Shasta Diablo Inc
2185 Pacheco StreetConcordCA94520NONEPCFor unrestricted support$1,500
Playworks Education Energized
380 Washington StreetOaklandCA94607NONEPCFor unrestricted support$2,500
Poets & Writers Inc
90 Broad Street Suite 2100New YorkNY10004NONEPCFor the Readings/Workshops program$85,000
Policy Impact
1107 9th Street Suite 500SacramentoCA95814NONEPCFor LL Certification/Quality Assurance$350,000
PolicyLink
1438 Webster Street Suite 303OaklandCA94612NONEPCTo support the PolicyLink Reserves$500,000
PowerPAC Foundation
268 Bush Street 3737San FranciscoCA94104NONEPCFor voter and civic engagement, for voter and civic engagement$400,000
Prison University Project Inc
PO Box 492San QuentinCA94964NONEPCFor unrestricted support, for technical assistance$101,000
Prospera Community Development
1904 Franklin Street Suite 801OaklandCA94612NONEPCFor unrestricted support$1,000
PTA California Congress
Henry J Kaiser PTA 25 S Hill CtOaklandCA94618NONEPCFor unrestricted support$3,000
Public Advocates Inc
131 Steuart Street Suite 300San FranciscoCA94105NONEPCFor linked Learning$300,000
Public Health Institute
555 12th Street 10th FloorOaklandCA94607NONEPCFor the annual meeting$5,000
Public Policy Institute of California
500 Washington Street Suite 600San FranciscoCA94111NONEPCPPIC Statewide Survey on Californians, For research on CA Automated Voter Reg, For research on pathways to college$1,372,000
Radio Bilingue Inc
5005 E Belmont AveFresnoCA93727NONEPCTo support the service expansion$50,000
Reading and Beyond
4670 E Butler AveFresnoCA93702NONEPCFor Fresno Bridge Academy$200,000
Redlands Community Music Association Inc
168 South Eureka StreetRedlandsCA92373NONEPCFor arts engagement$156,000
Refugee Transitions
870 Market StreetSan FranciscoCA94102NONEPCFor unrestricted support$6,000
Regents of the University of California
1111 Franklin Street 12th FloorOaklandCA94607NONEPCTo conduct/support research, to support Linked Learning$942,500
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NONEPCFor California Drought Action Initiative$750,000
Restaurant Opportunities Centers
275 7th Avenue Suite 1703New YorkNY10001NONEPCTo support low-wage restaurant workers$468,000
Rhythmix Cultural Works
2513 Blanding AvenueAlamedaCA94501NONEPCFor unrestricted support, for the Island City Waterways project$30,000
Riverside Art Museum
3425 Mission Inn AveRiversideCA92501NONEPCFor arts engagement$400,000
Riverside Repertory Theater
4410 University AveRiversideCA92501NONEPCFor unrestricted support$20,000
Robert A Toigo Foundation
1211 Preservation Park WayOaklandCA94612NONEPCFor support of California activities$3,750
Rock the Vote
1001 Connecticut Ave NW Suite 640WashingtonDC20036NONEPCTo expand online voter registration$100,000
Rockefeller Philanthropy Advisors Inc
6 West 48th Street 10th FloorNew YorkNY10036NONEPCTo sponsor an opportunity fair in Oakland$75,000
Rockwood Leadership Institute
426 17th Street 4th FloorOaklandCA94612NONEPCTo support Fellowship for a New California$100,000
San Bernardino Symphony Association
198 N Arrowhead AveSan BernardinoCA92408NONEPCFor arts engagement opportunities$33,000
San Diego Grantmakers
5060 Shoreham Place Suite 350San DiegoCA92122NONEPCFor 2016 membership, To sponsor The Equity Event in September$15,000
San Diego LGBT Community Center
PO Box 3357San DiegoCA92613NONEPCTo expand voter and civic engagement$375,000
San Diego MANA
2515 Camino Del Rio S Ste 228San DiegoCA92108NONEPCFor unrestricted support$5,000
San Diego Organizing Project
4305 University Ave Suite 530San DiegoCA92105NONEPCFor core support$225,000
San Francisco Food Bank
900 Pennsylvania AveSan FranciscoCA94107NONEPCFor unrestricted support$1,000
San Francisco General Hospital Foundation
PO Box 410836San FranciscoCA94141NONEPCTo increase health literacy$200,000
San Francisco Study Center Inc
1663 Mission Street Suite 310San FranciscoCA94103NONEPCFor support of the Belmont PTO$5,500
San Francisco Symphony
Davies Symphony Hall 201 Van Ness ASan FranciscoCA94102NONEPCFor arts engagement$562,500venue
San Francisco Women's Centers Inc
3543 18th StreetSan FranciscoCA94110NONEPCFor unrestricted support$1,000
San Francisco Zoological Society
1 Zoo RoadSan FranciscoCA94132NONEPCFor support of the Zoo Gardens$20,000
San Jose Museum of Art Association
110 South Market StreetSan JoseCA95113NONEPCFor arts engagement$137,500
San Jose Taiko Group Inc
565 North 5th StreetSan JoseCA95112NONEPCFor arts engagement$5,950
San Juan Bautista Service Club
PO Box 1027San Juan BautistaCA95045NONEPCFor support of the Verutti Park Renovation$3,000
San Luis Obispo Museum of Art
1010 Broad StreetSan Luis ObispoCA93401NONEPCfor arts engagement$112,000
Save the Redwoods League
111 Sutter St 11th FloorSan FranciscoCA94104NONEPCFor unrestricted support, for a master plan for the Orick Mill Site$110,000
School of Arts and Culture at MHP
1700 Alum Rock AvenueSan JoseCA95116NONEPCFor Mayferia$125,000
Self-Help for the Elderly
731 Sansome Street Suite 100San FranciscoCA94111NONEPCFor the Jackie Chan Activity Center$2,000
Seva Foundation
1786 Fifth StreetBerkeleyCA94710NONEPCFor unrestricted support$2,000
SF Bay Area Little Brothers
909 Hyde St Suite 628San FranciscoCA94109NONEPCFor unrestricted support$2,500
SF Bay Area Planning and Urban Research Assoc
654 Mission StreetSan FranciscoCA94105NONEPCFor Community Planning events$3,500
SF Bicycle Coalition Edu Fund
1720 Market StreetSan FranciscoCA94102NONEPCFor unrestricted support$4,000
SFMade
926 Howard StSan FranciscoCA94103NONEPCFor unrestricted support, for general operating support$200,500
Shakespeare San Francisco
PO Box 460937San FranciscoCA94146NONEPCFor expanded arts engagement$445,000
Small Business Majority Foundation Inc
1101 14th St NW Suite 950WashingtonDC20005NONEPCFor work-based learning$200,000
Soccer Without Borders
PO Box 3443OaklandCA94609NONEPCFor support of California activities$5,000
Socius Group
PO Box 750517PetalumaCA94975NONENCFor arts engagement$2,899,000
Soldiers Project
4605 Lankershim Blvd Suite 202North HollywoodCA91602NONEPCFor support of California activities$2,500
Southern California Grantmakers
1000 N Alameda St Suite 230Los AngelesCA90012NONEPCFor 2016 membership dues, To encourage public private partnership, For the Full Cost Recovery Initiative, To sponsor the annual conference$95,000
Southern California Public Radio
474 South Raymond AvenuePasadenaCA91105NONEPCFor unrestricted support, to expand journalism coverage, to support the California Counts Collaborative$445,000
SRI International
333 Ravenswood AvenueMenlo ParkCA94025NONEPCTo evaluate Linked Learning$380,000
St Agatha Church
2646 S MansfieldLos AngelesCA90016NONEPCFor support of SHARE Ministry$2,000
Stanford University
Office of the President Building 10StanfordCA94305NONEPCFor support of Bio-X, to advance integrated student support, to build a system for monitoring poverty$607,000
Stanislaus Community Foundation
1029 16th StreetModestoCA95354NONEPCTo expand the Stanislaus READS!, For New Leadership Network$325,000
State Street Ballet
2285 Las Positas RdSanta BarbaraCA93105NONEPCTo support Dia de Bailamos$288,000
Stern Grove Festival Association
832 Folsom Street Suite 1000San FranciscoCA94107NONEPCFor unrestricted support$1,000
Strategic Concepts in Organizing & Policy Ed
1715 W Florence AvenueLos AngelesCA90047NONEPCFor general operating support$375,000
Street Poets Inc
2116 Arlington Ave Suite 310Los AngelesCA90018NONEPCFor support of California activities$1,000
Teach for America Inc
315 W 36th St 7th FloorNew YorkNY10018NONEPCBay Area's Sponsor a Teacher$5,000
The Actors' Gang
9070 Venice BlvdCulver CityCA90232NONEPCFor support of the Prison Project$2,500
The Community Partnership for Families of SJ
PO Box 1569StocktonCA95201NONEPCTo eliminate barriers to employment$25,000
The Foundation at FCOE
1111 Van Ness Third FloorFresnoCA93721NONEPCServant Leadership and Mentoring Program$10,000
The Gubbio Project Inc
133 Golden GateSan FranciscoCA94102NONEPCFor unrestricted support$4,000
The Museum of Art and History at McPherson
705 Front StreetSanta CruzCA95060NONEPCTo engage in a planning process$13,500
The Sierra Fund
103 Providence Mine Road Suite 101Nevada CityCA95959NONEPCFor general operating support$200,000
The Tower Foundation of SJSU
One Washington SquareSan JoseCA95192NONEPCTo support the Record Clearance Project$25,000
The Wallis Annenberg Cntr for the Perf Arts
9390 Santa Monica BlvdBeverly HillsCA90210NONEPCFor unrestricted support$1,000
Theatre and Arts Foundation of San Diego
PO Box 12039La JollaCA92039NONEPCFor expanded arts engagement$775,000
Tides Center
PO Box 29907San FranciscoCA94129NONEPCFor effective local safety, to increase voter and civic participation, 2016 membership dues, expand parental training, sponsor leaderspring annual luncheon, support of permanent housing, criminal justice and community safety$933,500
TOTAL MATCHING GIFTS
ONE BUSH STREET SUITE 800SAN FRANCISCOCA11111NONEPCThe foundation matches at a ratio of 3:1$503,070
TransFormCA
436 14th Street Suite 600OaklandCA94612NONEPCTo expand engagement$100,000
UnaMesa Association
654 Gilman StreetPalo AltoCA94301NONEPCTo pilot the Childrens Choice Project$75,000
Union Station Homeless Services
825 East Orange Grove BlvdPasadenaCA91104NONEPCFor unrestricted support$1,000
United Way Inc
1150 South Olive Street T500Los AngelesCA90015NONEPCFor Linked Learning$300,000
United Way of the Bay Area
550 Kearny Street Suite 1000San FranciscoCA94108NONEPCFor research$50,000
United Ways of California
1107 Fair Oaks Avenue 12South PasadenaCA91030NONEPCFor free tax preparation assistance$280,000
United We Dream Network Inc
1900 L St NW Suite 900WashingtonDC20036NONEPCFor support of California activities$1,200
UNITE-LA Inc
350 S Bixel StLos AngelesCA90017NONEPCTo ensure scaling of Linked Learning$450,000
University Enterprises Inc
Grants Contracts Administration 60SacramentoCA95819NONESO III FIFor Bridging the Gap Initiative$150,00000 J Street
University of California Berkeley Foundation
2080 Addison Street 4200BerkeleyCA94720NONEPCFor Public Policy Annual Fund$1,000
University of San Diego
5998 Alcala ParkSan DiegoCA92110NONEPCFor support of the Global Center Endowment$10,000
University of Southern California
Office of the President UniversityLos AngelesCA90089NONEPCFor analysis of new federal policies, 2016 membership dues$347,500Park
University of the Pacific
3601 Pacific AveStocktonCA95211NONEPCTo support the Beyond Our Gates community, support local redistricting commissions$387,500
Urban Habitat Program
1212 Broadway Suite 500OaklandCA94612NONEPCTo support civic engagement, sponsor the State of the Region event$101,000
US - Mexico Border Philanthropy Partnership
2508 Historic Decatur Road Suite 13San DiegoCA92106NONEPCFor support of activities in California$5,0000
Verified Voting Foundation
PO Box 4104CarlsbadCA92018NONEPCFor research on election technologies$75,000
Vision To Learn
11611 San Vicente Blvd Ste 500Los AngelesCA90049NONEPCFor general operating support$25,000
Volunteers in Probation Inc
9444 Balboa Ave Suite 500San DiegoCA92123NONEPCTo support county probation staff$25,000
Warehouse Worker Resource Center
PO Box 3892OntarioCA91761NONEPCTo increase voter participation$100,000
Western Alliance of Arts Administrators Fnd
715 SW Morrison Suite 600PortlandOR97205NONEPCTo sponsor the 2016 conference in Los Angeles$10,000
White Ash Broadcasting Inc
2589 Alluvial AvenueClovisCA93611NONEPCFor expanded news studio and community space$200,000
Women's Foundation of California
300 Frank Ogawa Plaza Suite 420OaklandCA94612NONEPCIE Civic Engagement Capacity Project$300,000
Working Partnerships USA
2102 Almaden Road Suite 107San JoseCA95125NONEPCFor general operating support$150,000
World Trust Educational Services Inc
8115 McCormick AvenueOaklandCA94605NONEPCFor support of California activities$1,000
Year Up Inc
45 Milk St 9th FloorBostonMA02109NONEPCTo initiate Year Up California$1,650,000
Yolo County Arts Council Inc
PO Box 8250WoodlandCA95776NONEPCFor arts engagement$68,000
Yolo Hospice Inc
PO Box 1014DavisCA95617NONEPCFor unrestricted support$1,000
Youth Radio
1701 Broadway AveOaklandCA94612NONEPCFor arts engagement$262,000
Youth Speaks Inc
1663 Mission Street Suite 604San FranciscoCA94103NONEPCFor general operating support$125,000
Youth Tennis Advantage
PO Box 330458San FranciscoCA94133NONEPCFor unrestricted support$500
Zocalo Public Square
725 Arizona Ave Suite 204Santa MonicaCA90401NONEPCFor the Connecting the Arts projects$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$84,261,430TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (114 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
211 LA County
526 W Las Tunas DrSan GabrielCA91776NONEPCFor needs of young children$25,000
Alameda County Family Justice Center Inc
470 27th StreetOaklandCA94612NONEPCTo prevent human trafficking in CA$100,000
Alliance for Excellent Education
1201 Connecticut Avenue NW Suite 90WashingtonDC20036NONEPCTo increase awareness of Linked Learning$300,0001
Alliance San Diego
PO Box 12266San DiegoCA92112NONEPCTo promote voter and civic engagement$450,000
artworxLA
1930 Wilshire Blvd Ste 800Los AngelesCA90057NONEPCTo support Creative Career Pathways$268,000
Asian Americans Advancing Justice Los Angeles
1145 Wilshire BlvdLos AngelesCA90017NONEPCTo strengthen immigrant integration in CA$300,000
Black Alliance for Just Immigration
660 Nostrand AveBrooklynNY11216NONEPCFor support of activities in California$300,000
California Calls Education Fund
4801 Exposition BlvdLos AngelesCA90016NONEPCFor general operating support$70,000
California Community Foundation
221 S Figueroa St Suite 400Los AngelesCA90012NONEPCTo support effective policy implementation$500,000
California Long-Term Care Education Center
2910 Beverly BlvdLos AngelesCA90057NONEPCTo support long-term care workers$25,000
California Shakespeare Theater
701 Heinz AvenueBerkeleyCA94710NONEPCFor arts engagement$1,000,000
Californians for Justice Education Fund
520 3rd Street 204OaklandCA94607NONEPCTo support voter and civic engagement, GENERAL OPERATING SUPPORT$125,000
Capitol Impact LLC
1107 9th Street Suite 500SacramentoCA95814NONENCTo support CA Legislative Staff Edu Inst$350,000
CAUSE
2021 Sperry Avenue Suite 9VenturaCA93003NONEPCFor general operating support$250,000
Center for Employment Opportunities
464 7th StreetOaklandCA94607NONEPCTo build organizational capacity$500,000
Center for Youth Wellness
3450 Third St Building 2 Suite 201San FranciscoCA94124NONEPCFor general operating support$250,000
Center on Policy Initiatives
3727 Camino Del Rio S Suite 100San DiegoCA92108NONEPCFor general operating support$100,000
Central Valley Community Foundation
5260 N Palm Avenue Suite 122FresnoCA93704NONEPCTo support the cradle to career continuum$472,000
Chinese Progressive Association
1042 Grant Avenue 5th FloorSan FranciscoCA94133NONEPCTo support voter and civic engagement$150,000
Coachella Valley Economic Partnership
3111 East Tahquitz Canyon WayPalm SpringsCA92262NONEPCTo support the Career Success Initiative$400,000
Coalition for Humane Immigrant Rights of LA
2533 West 3rd St Suite 101Los AngelesCA90057NONEPCTo support voter and civic engagement$75,000
Communities for a New CA Edu Fund
4120 Douglas Blvd 306-418Granite BayCA95746NONEPCFor general operating support$300,000
Community Coalition
8101 S Vermont AvenueLos AngelesCA90044NONEPCTo support voter and civic engagement$100,000
Community Partners
1000 N Alameda St Ste 240Los AngelesCA90012NONEPCTo support diverse board leadership$150,000
Community Water Center
311 W Murray AveVisaliaCA93291NONEPCFor general operating support$200,000
CONTRA-TIEMPO
4058 Tilden AvenueCulver CityCA90232NONEPCFor arts engagement$37,500
Cornerstone Theater Company
708 Traction AveLos AngelesCA90013NONEPCFor arts engagement$750,000
CSU Long Beach Research Foundation
6300 State University Drive 332Long BeachCA90815NONEPCTo support Bridging the Gap$273,000
Dolores Huerta Foundation
PO Box 2087BakersfieldCA93303NONEPCTo support voter and civic engagement$150,000
East Bay Center for the Performing Arts
339 11th StreetRichmondCA94801NONEPCFor arts engagement$100,000
EngAge Inc
240 E Verdugo Avenue Suite 100BurbankCA91502NONEPCFor arts engagement$110,000
Family Independence Initiative
PO Box 71363OaklandCA94612NONEPCTo expand FII's scale and impact$1,000,000
Five Keys Charter School
70 Oak Grove StSan FranciscoCA94107NONEPCFor economic opportunity and public safety$750,000
Food in Need of Distribution Inc
83775 Citrus AveIndioCA92201NONEPCTo support anti-poverty collective impact$232,000
Ford Theatre Foundation
2580 Cahuenga Blvd EastHollywoodCA90068NONEPCFor arts engagement$200,000
Foundation for California Community Colleges
1102 Q Street Suite 4800SacramentoCA95811NONEPCFor strategic planning and leadership transit$200,000
Fresno Area Hispanic Foundation
1444 Fulton StFresnoCA93721NONEPCFor general operating support$200,000
Fuse Corps
1202 Ralston Avenue Suite 1BSan FranciscoCA94129NONEPCFor civic leadership to expand opportunities$250,000
Grantmakers Concerned with Immigrants and Ref
PO Box 1100SebastopolCA95473NONEPCFor protection and integration of immigrants$300,000
Great Valley Center Inc
1111 J Street Suite P101ModestoCA95354NONEPCFor capacity-building and org development$50,000
Harmony Project
817 Vine Street Suite 212Los AngelesCA90038NONEPCFor arts engagement$125,000
Hartnell College Foundation
411 Central AveSalinasCA93901NONEPCFor the Bridging the Gap initiative$150,000
Heart of Los Angeles Youth Inc
2701 Wilshire Boulevard Suite 100Los AngelesCA90057NONEPCFor general operating support$200,000
Hispanics in Philanthropy
414 13th Street Suite 200OaklandCA94612NONEPCTo sponsor an event$10,000
ICA Fund Good Jobs
2335 Broadway Suite 102OaklandCA94612NONEPCTo expand capacity in the Bay Area, TO ESTABLISH A LOAN LOSS RESERVE$900,000
ICUC
1441 N D St Suite 208San BernardinoCA92405NONEPCFor general operating support$225,000
Inequality Media
PO Box 9323BerkeleyCA94709NONEPCFor general operating support$125,000
Inland Empire Economic Partnership Foundation
10630 Town Center Drive Suite 105Rancho CucamongaCA91730NONEPCTo support a Launch Initiative Demo Project$300,000
InnerCity Struggle
530 S Boyle AvenueLos AngelesCA90033NONEPCTo support voter and civic engagement$100,000
Jobs for the Future Inc
88 Broad Street 8th FloorBostonMA02110NONEPCTo support the Linked Learning Regional Hubs$1,650,000
Just in Time for Foster Youth
PO Box 81292San DiegoCA92138NONEPCFor general operating support$25,000
JVS
225 Bush Street Ste 400San FranciscoCA94104NONEPCTo expand Career Pathways to Success$2,000,000
Korean Resource Center Inc
900 Crenshaw Blvd BLos AngelesCA90019NONEPCFor general operating support$150,000
Kounkuey Design Initiative
309 East 8th Street Suite 205Los AngelesCA90014NONEPCTo create a new Productive Public Space$300,000
KQED Inc
2601 Mariposa StSan FranciscoCA94110NONEPCFor unrestricted support$750
Latino Health Access
450 W 4th Street Suite 130Santa AnaCA92701NONEPCFor general operating support$200,000
Lava Mae
3543 18th Street 24San FranciscoCA94110NONEPCFor general operating support$200,000
LeadersUp
830 Traction Ave 3ALos AngelesCA90013NONEPCTo expand LeadersUp's capacity$500,000
Los Angeles Master Chorale Association
135 North Grand AvenueLos AngelesCA90012NONEPCFor arts engagement$225,000
MALDEF
634 S Spring St 11th FloorLos AngelesCA90014NONEPCTo support voter and civic engagement, TO DEVELOP THE LEADERSHIP CAPACITY, TO SUPPORT IMMIGRANT INTEGRATION POLICIES$637,500
McLeod Grant Advisors LLC
643 Woodside WayWoodsideCA94062NONENCTo support a New Leadership Network$821,000
Mi Familia Vota Education Fund
1710 E Indian School Rd Suite 100PhoenixAZ85016NONEPCTo increase civic and voter participation$150,000
Mobilize the Immigrant Vote
436 14th Street Suite 500OaklandCA94612NONEPCFor general operating support$200,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612NONEPCTo support voter and civic engagement$150,000
Movimiento de Arte
510 South First StreetSan JoseCA95113NONEPCTo strengthen organizational capacity$875,000
MyPath
2430 Mission StreetSan FranciscoCA94110NONEPCFor support of California activities$25,000
National Day Laborer Organizing Network
675 S Park View St Suite BLos AngelesCA90057NONEPCFor support of immigrant integration$600,000
National Employment Law Project
75 Maiden Lane 601New YorkNY10038NONEPCTo strengthen labor standards$2,266,000
National Immigration Law Center
3435 Wilshire Boulevard Suite 1600Los AngelesCA90010NONEPCTo support immigrant integration$300,000
Near & Arnold's (SPACE)
508 W Perkins StUkiahCA95482NONEPCFor arts engagement$32,500
Nonprofit Finance Fund
5 Hanover Square 9th FloorNew YorkNY10004NONEPCTo support the Pay for Success initiative$300,000
NORC at the University of Chicago
1155 E 60th StreetChicagoIL60637NONEPCTo research creative expression$300,000
Northern California Grantmakers
160 Spear Street Suite 360San FranciscoCA94105NONEPCTo landscape programmatic opportunities$15,000
Oakland Community Organization
7200 Bancroft Avenue 2 Eastmont TowOaklandCA94605NONEPCTo support strategic planning$30,000n Center
Oakland Museum of California
1000 Oak StreetOaklandCA94607NONEPCFor arts engagement$1,900,000
OCCCO
310 West BroadwayAnaheimCA92805NONEPCFor general operating support$250,000
OneJustice
433 California Street Suite 815San FranciscoCA94104NONEPCFor general operating support$200,000
Orange County Community Foundation
4041 MacArthur Blvd Suite 510Newport BeachCA92660NONEPCTo support Community Leadership$250,000
Orange County Labor Federation
309 N Rampart St Suite AOrangeCA92868NONENCTo support civic engagement$150,000
Pacific Symphony
17620 Fitch Avenue Suite 100IrvineCA92614NONEPCFor arts engagement$1,200,000
Partnership for Children and Youth
1330 Broadway Suite 601OaklandCA94612NONEPCTo support research and analysis$400,000
Partnership for Working Families
1939 Harrison St Suite 150OaklandCA94612NONEPCTo raise standards for workers$2,000,000
Pepperdine University
24255 Pacific Coast HighwayMalibuCA90263NONEPCTo train public sector leaders$150,000
Pivot Learning Partners
500 12th St Suite 350OaklandCA94607NONEPCTo support Linked Learning$750,000
PowerPAC Foundation
268 Bush Street 3737San FranciscoCA94104NONEPCTo study voter and civice engagement$950,000
Prison University Project Inc
PO Box 492San QuentinCA94964NONEPCTo support prison higher ed$100,000
Reading and Beyond
4670 E Butler AveFresnoCA93702NONEPCTo expand the scale and impact of the Fresno$480,000
Regents of the University of California
1111 Franklin Street 12th FloorOaklandCA94607NONEPCTo support Wheelhouse$200,000
Restaurant Opportunities Centers
275 7th Avenue Suite 1703New YorkNY10001NONEPCTo support low-wage restaurant workers$932,000
San Bernardino Symphony Association
198 N Arrowhead AveSan BernardinoCA92408NONEPCFor arts engagement$33,000
San Jose Museum of Art Association
110 South Market StreetSan JoseCA95113NONEPCFor arts engagement$137,500
SC Museum of Art and History
705 Front StreetSanta CruzCA95060NONEPCFor arts engagement$1,100,000
Scansion
The Hearst Building 5 Third StreetSan FranciscoCA94103NONENCFor arts engagement$105,000Suite 925
School of Arts and Culture at MHP
1700 Alum Rock AvenueSan JoseCA95116NONEPCFor arts engagement$125,000
Seneca Family of Agencies
6925 Chabot RoadOaklandCA94618NONEPCFor students in California$200,000
Small Business Majority Foundation
1101 14th St NW Suite 950WashingtonDC20005NONEPCFor work-based learning opportunities$75,000
Solidago Foundation
150 Main Street Suite 24NorthamptonMA01060NONEPCTo support a landscape analysis$200,000
Southern California Grantmakers
1000 N Alameda St Suite 230Los AngelesCA90012NONEPCTo encourage public private partnership$50,000
Special Needs Network Inc
4401 Crenshaw Blvd Suite 215Los AngelesCA90043NONEPCFor general operating support$200,000
Stanford University
Office of the President Building 10StanfordCA94305NONEPCTo advance integrated student supports, TO MONITOR AND EVALUATE POVERTY$597,000
Stanislaus Community Foundation
1029 16th StreetModestoCA95354NONEPCFor New Leadership Network$200,000
The Music Center
135 N Grand AvenueLos AngelesCA90012NONEPCFor arts engagement$1,200,000
The Sierra Fund
103 Providence Mine Road Suite 101Nevada CityCA95959NONEPCTo improve water quality and storage$200,000
Tides Center
PO Box 29907San FranciscoCA94129NONEPCFor criminal justice and community safety$500,000
United Way of Greater Los Angeles
1150 South Olive Street T500Los AngelesCA90015NONEPCTo support Linked Learning$450,000
University of California Berkeley Foundation
2080 Addison Street 4200BerkeleyCA94720NONEPCFor the Francine Diaz Memorial Fund$750
University of the Pacific
3601 Pacific AveStocktonCA95211NONEPCTo support local redistricting commissions$87,500
Urban Habitat Program
1212 Broadway Suite 500OaklandCA94612NONEPCFor general operating support$150,000
Warehouse Worker Resource Center
PO Box 3892OntarioCA91761NONEPCTo increase voter participation$100,000
Water Foundation
555 Capitol Mall Suite 1155SacramentoCA95814NONEPCFor California Drought Action Initiative$500,000
Working Partnerships USA
2102 Almaden Road Suite 112San JoseCA95125NONEPCFor general operating support$150,000
Year Up Inc
45 Milk St 9th FloorBostonMA02109NONEPCTo initiate Year Up California$1,650,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103NONEPCFor arts engagement$1,200,000
Youth Speaks Inc
1663 Mission Street Suite 604San FranciscoCA94103NONEPCFor organization development$600,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$45,173,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,135,870ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$1,221,198UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$6,424,703ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$3,045,665UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$110,884,349ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
CONTRACT REVENUE41$75,000
SECURITIES LENDING41$238,909
BROKERAGE COMMISSIONS41$1,366
NET CURRENCY GAINS41-$982,192

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,266,863UnrelatedBusinessTaxblIncmAmt
Exclusion$123,778,005ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$128,044,868TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT SERVICES$132,800$73,040$43,875
TAX SERVICES$154,217$109,636
OTHER$4,000$2,200$1,800

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyFIXED ASSETSPropertyDesc
Computation MethodStraight LineComputationMethodTxt
Current Year Expense$603,461CurrentYearExpenseAmt
Net Investment Income$120,692NetInvestmentIncomeAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
American Federation of Labor & Congress of Industrial Orgs
309 N Rampart St Suite AOrangeCA928682016-10-10$300,000To support increased civic engagement and economic self-sufficiency for low-wage workers and communities of color in Orange County.$23,38702016-11-30Grant No. 16-15524 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Augenblick Palaich and Associates Inc
1120 Lincoln Suite 1101DenverCO802032013-03-15$350,000To develop a cost study and benefit analysis of Linked Learning$348,44402016-12-01Grant No. 2013074 - $1,556.14 IN FUNDS OF THE ORIGINAL $350,000 GRANT WERE UNSPENT AND REFUNDED TO THE IRVINE FOUNDATION BY THE GRANTEE. TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
California Association of Clerks and Election Officials
1643 Market StreetReddingCA960012013-12-05$295,000To develop an election cost database to inform policies and practices$295,00002016-04-18Grant No 13-00642 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
California Association of Clerks and Election Officials
1644 Market StreetReddingCA960022016-08-05$115,000To support elections cost data collection, informing future field priorities and share best practicies$115,00002016-11-01Grant No 15-14919 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
California Business Roundtable
1301 I StreetSacramentoCA958142015-08-31$234,500To engage the business community in modernizing CA campaign finance$91,54602016-05-10Grant No. 15-14765 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Capitol Impact LLC
1107 9th Street Suite 500SacramentoCA958142012-12-07$675,000To support the nonpartisan CA Legislative Staff Education Institute$675,00002016-01-28Grant No. 2012552 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Capitol Impact LLC
1108 9th Street Suite 500SacramentoCA958152016-06-10$700,000To support the California Legislative Staff Education Institute, expanding its focus into additional policy areas, as well as increasing and diversifying participation among legislative staff.$99,91502016-11-01Grant No. 14-03431 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Common Cause
453 S Spring Street Suite 401LOS ANGELESCA900132013-12-06$700,000To improve the ballot initiative process, election policies, and practices$700,00002016-02-01Grant No. 13-00436 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Common Cause
454 S Spring Street Suite 401LOS ANGELESCA900142015-06-09$900,000To promote reforms that enhance CA's democratic process$415,07002016-07-01Grant No. 15-12319 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Common Cause
455 S Spring Street Suite 401LOS ANGELESCA900152015-11-11$80,000For legel research and analysis of public perspectives on campaign finance$80,00002016-12-01Grant No. 15-14987 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Deloitte Consulting LLP
30 Rockefeller PlazaNew YorkNY113112016-04-01$100,000To reimagine measurement and evaluation for the field of philanthropy$88,61402016-11-09Grant No. 16-15337 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
GMMB Inc
3050 K St NWWashingtonDC200072014-10-03$1,800,000To support a strategic communications campaign for the Linked Learning Field$1,800,00002016-01-29Grant No. 14-00991 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
GMMB Inc
3051 K St NWWashingtonDC200082015-12-06$300,000To support the Linked Learning Alliance's communications efforts$200,00002016-07-15Grant No. 15-14834 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Golden State Opportunity Foundation
10877 Wilshire Blvd Suite 708Los AngelesCA900242016-01-24$300,000To support targeted regional coordination and large-scale regional community events associated with the CalEITC4me Campaign in the Central Valley and Inland Southern California.$300,00002016-10-27Grant No. 2012565 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
J Paul Getty Trust
1200 Getty Center Dr Ste 800Los AngelesCA900492015-10-29$250,000To publicize Pacific Standard Time: LA/LA exhibitions$33,00002016-12-01Grant No. 15-14744 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
McLeod Grant Advisors LLC
643 Woodside WayWoodsideCA946022014-12-10$710,000To support the Irvine New Leadership Network in the San Joaquin Valley$475,54002016-12-15Grant No. 13-00953 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
McLeod Grant Advisors LLC
644 Woodside WayWoodsideCA946032015-11-11$60,000To support replication of the New Leader Network through further model development$60,00002016-07-08Grant No. 15-03705 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
McLeod Grant Advisors LLC
645 Woodside WayWoodsideCA946042016-06-10$1,232,000To support the replication of the Irvine New Leadership Network in Stanislaus County$247,93902016-12-15Grant No. 16-15549 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Monterey Institute of Technology and Education
PO Box 890MarinaCA939332016-09-13$252,000To pilot implementation of the EdReady platform to promote student readiness and success at California State University.$6,68202016-12-01Grant No. 16-15273 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Social Policy Research Associates Inc
1330 Broadway Ste 1526OaklandCA946122013-06-11$167,000To evaluate Phase II of the Community Leadership Project$124,36802016-12-02Grant No. 13-00385 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Socius Group
PO Box 750517PetalumaCA949752015-06-09$1,975,000To continue building a learning community and curriculum for NCAF$1,470,20902016-09-07Grant No. 14-03385 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Socius Group
PO Box 750518PetalumaCA949762016-03-11$1,974,000To continue building a learning community and curriculum for the New California Arts Fund.$386,54202016-12-01Grant No. 16-15225 - TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCompensation ExplanationIdentifierTxt
Form And Line ReferenceForm 990-PF, Part VIII, Line 1FormAndLineReferenceDesc
Medium ExplanationThe Foundation, using an independent compensation committee, approves all compensation paid to the Foundation officers, directors and other top management officials. Prior to making any determination, the committee obtained and relied upon appropriate data as to comparability, and adequately and timely documented the basis for its determination concurrently with making that determination. CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENTS PLANS, HEALTH AND LIFE INSURANCE BENEFITS, AND EMPLOYER PAID PAYROLL TAXES.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Asset backed-auto loan$1,243,466$1,243,466
Asset backed-credit card$1,728,450$1,728,450
Asset backed-other asset backed$343,962$343,962
Corporate-electric/gas$2,129,613$2,129,613
Corporate-finance$15,367,849$15,367,849
Corporate-industrial$18,669,546$18,669,546
Corporate-Real Estate$0$0
Corporate-telephone$5,307,711$5,307,711
Foreign-corporate$49,207$49,207
Yankee-other yankee$16,542,963$16,542,963

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Consumer Discretionary$35,871,184$35,871,184
Consumer Staples$8,441,908$8,441,908
Energy$43,398,298$43,398,298
Financials$53,247,376$53,247,376
Health Care$36,970,240$36,970,240
Industrials$27,979,888$27,979,888
Information Technology$76,793,154$76,793,154
Materials$7,048,741$7,048,741
Preferred stock$1,198,048$1,198,048
Private Placement$0$0
Telecommunication Services$8,416,993$8,416,993
Utilities

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$60,815,429USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$60,815,429USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$4,574,243StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$4,574,243StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Credit fundsFMV$50,580,301$50,580,301
Equity FundsFMV$449,354,143$449,354,143
Growth Equity FundsFMV$97,066,451$97,066,451
Hedge FundsFMV$343,033,804$343,033,804
Preferred StocksFMV$881,269$881,269
Private Equity FundsFMV$143,346,952$143,346,952
Real Estate FundsFMV$66,821,240$66,821,240
Venture FundsFMV$505,827,385$505,827,385

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS$2,988,382$1,248,476$1,739,906$1,739,906
FURNITURE & FIXTURE$733,753$644,648$89,105$89,105
COMPUTER$1,480,938$1,284,239$196,699$196,699
CONSTRUCTION IN PROGRESS$0$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (4 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANTEE ADVICE$26,120$26,120
FINANCE MATTERS$7,780$3,501$4,279
INVESTMENT REVIEWS$5,741$5,741
EMPLOYMENT MATTERS$1,948$695$390

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Interest Receivable$1,057,154$1,130,125$1,130,125
Dividends Receivable$345,611$341,012$341,012
P. R. I. - Loans$138,829$277,658$277,658
Prepaid Expenses$907,559$123,315$123,315
Deferred Compensation Assets - 457B Plan$613,534$723,091$723,091
Securities Lending Program - Collateral$62,570,827$94,121,420$94,121,420

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNet unrealized losses on investmentsDesc
Amt$23,122,666Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PARTNERSHIP INV. EXPENSES$18,491,926
OFFICE SUPPLIES$19,745$104,556$81,697
EQUIPMENT & FACILITIES MAINTENANCE$7,279$36,398$29,428
INSURANCE$7,270$47,079$39,809
BANK CUSTODIAN FEES$234,879$289,975
INFORMATION TECHNOLOGY$182,598$566,277$355,445
TEMPORARY HELP$64,699$143,451$77,082
FAP APPROVALS$1,585,581$1,585,581
OTHER EXPENSES$9,846$34,573$19,858

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Securities Lending$238,909$238,909
Brokerage Commissions$1,366$1,366
Net Currency Gains-$982,192-$981,986
Contract Revenue$75,000$75,000
Partnership Inv. Expenses$2,495,438

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Deferred Excise Tax$9,526,332$9,064,000
Securities Lending Program - Liability$62,570,827$94,121,420

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
CONSULTING-PROGRAM$2,502,345$2,597,218
CONSULTING-COMMUNICATION$215,062$230,662
RECRUITING$428,789$112,623$256,094
MANAGEMENT OF INVESTMENTS$3,838,168$3,700,571
VARIOUS UNDER $100,000 EACH$527,777$420,065$78,225

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CURRENT/DEFERRED EXCISE TAXES$860,249
FOREIGN TAX$1,147,329

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOF-VIII INVESTOR IIIBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line121 ST THOMAS STREET BS1 6JSAddressLine1Txt
CityBRISTOLCityNm
CountryUKCountryCd
FieldValueIRS element (for citing)
EIN980579697EIN
DescCapital CallDesc
Amt$104,759Amt