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COLLEGE FUTURES FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
COLLEGE FUTURES FOUNDATION (EIN 94-2618667)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202543169349103859
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-12T18:55:31-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814234542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 ALMADEN BOULEVARD SUITE 1000AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951132238ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942618667EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COLLEGE FUTURES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOLLBusinessNameControlTxt
Phone4152871800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET 1900AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILLIPPE WALLACEPersonNm
Person TitleCFO/COOPersonTitleTxt
Phone4152871800PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMARA L MCINERNEYPreparerPersonNm
PTINP00011797PTIN
Phone4089616300PhoneNum
Preparation2025-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$559,996,651FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$12,089,937DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,737,011DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$34,036,355NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$34,671,009GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,812,629CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$203,679OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$46,329,971TotalRevAndExpnssAmt
Total Net Invst Incm$44,549,640TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,183,534CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$62,184CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,121,350CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,289,918OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$119,588OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,170,330OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,082,105PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$45,365PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,036,740PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,915LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,915LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$158,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$46,198AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$78,162AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$504,452OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$504,452OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$691,696TaxesRevAndExpnssAmt
Taxes Net Invst Incm$394,592TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$267,248DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$484,292OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$484,292OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$165,400TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$165,400TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,438,116OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,147,088OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,201,718OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,270,226TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,815,015TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,767,359TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,839,146ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,683,989ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,109,372TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,815,015TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,451,348TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,220,599ExcessRevenueOverExpensesAmt
Net Investment Income$35,734,625NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,392,644CashBOYAmt
Cash EOY$2,617,232CashEOYAmt
Cash EOYFMV$2,617,232CashEOYFMVAmt
Acct Rcvbl$38,269,875AcctRcvblAmt
Acct Rcvbl BOY$176,232,438AcctRcvblBOYAmt
Acct Rcvbl EOY$38,269,875AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$38,269,875AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$28,763OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$35,528OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$28,763OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$28,763OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$203,322PrepaidExpensesBOYAmt
Prepaid Expenses EOY$115,270PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$115,270PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$13,766,388USGovernmentObligationsBOYAmt
US Government Obligations EOY$8,387,929USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$8,387,929USGovtObligationsEOYFMVAmt
Other Investments BOY$335,773,901OtherInvestmentsBOYAmt
Other Investments EOY$508,460,127OtherInvestmentsEOYAmt
Other Investments EOYFMV$508,460,127OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,763,349LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,681,954LandBldgEquipAccumDeprecAmt
Land BOY$1,223,863LandBOYAmt
Land EOY$1,081,395LandEOYAmt
Land EOYFMV$1,081,395LandEOYFMVAmt
Other Assets BOY$3,532,690OtherAssetsBOYAmt
Other Assets EOY$2,668,203OtherAssetsEOYAmt
Other Assets EOYFMV$1,036,060OtherAssetsEOYFMVAmt
Total Assets BOY$536,160,774TotalAssetsBOYAmt
Total Assets EOY$561,628,794TotalAssetsEOYAmt
Total Assets EOYFMV$559,996,651TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,270,542AccountsPayableBOYAmt
Accounts Payable EOY$999,860AccountsPayableEOYAmt
Grants Payable BOY$10,723,263GrantsPayableBOYAmt
Grants Payable EOY$11,830,843GrantsPayableEOYAmt
Other Liabilities BOY$3,933,919OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,552,609OtherLiabilitiesEOYAmt
Total Liabilities BOY$15,927,724TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,383,312TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$520,233,050NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$545,245,482NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$520,233,050TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$545,245,482TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$536,160,774TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$561,628,794TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$520,233,050TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,220,599ExcessRevenueOverExpensesAmt
Other Increases$16,791,833OtherIncreasesAmt
Subtotal$545,245,482SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$545,245,482TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAPITAL GAIN FROM PASS-THROUGH ENTITIESP2010-01-012024-12-31$33,996,705$1,223,726$32,772,979$32,772,979
PUBLICLY TRADED SECURITIESP2023-12-312024-12-31$674,154$634,654$39,500$39,500
GAIN ON DISPOSAL OF FIXED ASSETP2010-01-012024-12-31$150$150$150
FieldValueIRS element (for citing)
Capital Gain Net Income$32,812,629CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$496,711InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$496,711SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$496,711TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$330,201EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$430,201TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$66,510TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.COLLEGEFUTURES.ORGWebsiteAddressTxt
Individual With BooksPHILLIPPE WALLACEIndividualWithBooksNm
Phone4152871800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET SUITE 1900AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AVALOS ARNOLDO
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER1.50$16,000$0$0
ESCUTIA MARTHA
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER1.50$16,000$0$0
KARAVADRA KAILESH
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER1.50$0$0$0
LUCAS DONNA
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER, CHAIR (TO 12/24)3.00$30,000$0$0
MENDONCA LENNY
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER1.50$16,000$0$0
OUBRE LINDA
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER1.50$16,000$0$0
SELDON WILLA
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER1.50$16,000$0$0
SWEARENGIN ASHLEY
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER, VICE CHAIR1.50$16,000$0$0
WHITMORE RICHARD
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER1.50$16,000$0$0
YAMAUCHI TIMOTHY
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER1.50$16,000$0$0
YEE BETTY
1999 HARRISON STREET SUITE 1900OAKLANDCA94612BOARD MEMBER1.50$4,000$0$0
ORTIZ-OAKLEY ELOY
1999 HARRISON STREET SUITE 1900OAKLANDCA94612PRESIDENT/CEO, BOARD MEMBER EX-OFFICIO37.50$562,208$102,442$0
WALLACE PHILLIPPE
1999 HARRISON STREET SUITE 1900OAKLANDCA94612CFO/COO37.50$459,326$92,256$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ELIZABETH GONZALEZ
1999 HARRISON STREET SUITE 1900OAKLANDCA94612CHIEF PROGRAM AND ST37.50$398,279$97,280$0
REGAN DOUGLASS
1999 HARRISON STREET SUITE 1900OAKLANDCA94612SR. DIRECTOR OF COMM37.50$179,815$55,933$0
SARA SANDHU
1999 HARRISON STREET SUITE 1900OAKLANDCA94612SENIOR COMMUNICATION37.50$151,529$33,568$0
TERESA LIEU
1999 HARRISON STREET SUITE 1900OAKLANDCA94612STRATEGIC LEARNING O37.50$143,817$33,488$0
DAVID GUZMAN
1999 HARRISON STREET SUITE 1900OAKLANDCA94612IT MANAGER37.50$138,403$36,969$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k13OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BPM LLP
ONE CALIFORNIA ST SUITE 2500SAN FRANCISCOCA94111AUDIT, TAX, AND HR CONSULTING$188,644
KAREN ZAMARRIPA
106 BLODGETT DRFOLSOMCA95630PROGRAM RELATED CONSULTING$108,329
510MEDIA LLC
737 2ND ST UNIT 101MOAKLANDCA94607COMMUNICATIONS RELATED CONSULTING$106,000
MICHAL KURLAENDER
1710 WILLOW LNDAVISCA95616PROGRAM RELATED CONSULTING$100,500
BENSIMON & ASSOCIATES LLC
3995 PROSPECT AVELOS ANGELESCA90027PROGRAM RELATED CONSULTING$100,000
FieldValueIRS element (for citing)
Contractor Paid Over50k4ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO REDEFINE THE VALUE OF POSTSECONDARY EDUCATION AS A DRIVER OF ECONOMIC MOBILITY, PARTICULARLY FOR LEARNERS WHO ARE UNDERSERVED, THROUGH DATA AND RESEARCH PARTNERSHIPS AND CONVENINGS; DEEPENING RESEARCH ON ECONOMIC MOBILITY CHALLENGES; AND AMPLIFYING A NARRATIVE THROUGH STRATEGIC NETWORKS.Description1Txt
Expenses1$642,396Expenses1Amt
Description2TO SUPPORT AND ELEVATE INNOVATIVE AND POLICIES, PRACTICES, AND POSTSECONDARY EDUCATIONAL EXPERIENCES THAT EMPOWER LEARNERS AND IMPROVE ACCESS, COMPLETION, AND UPWARD MOBILITY.Description2Txt
Expenses2$226,429Expenses2Amt
Description3TO SUPPORT POLICY RESEARCH, ADVOCACY WORK, AND A COALITION OF COMMUNITY-BASED ADVOCACY ORGANIZATIONS TO BUILD THEIR LEADERSHIP IN DEVELOPING HIGHER EDUCATION POLICY WITHIN CALIFORNIA.Description3Txt
Expenses3$123,315Expenses3Amt
Description4TO SUPPORT EVALUATION, CONSULTING, CONVENINGS, RESEARCH, LANDSCAPE ANALYSIS, AND REPORT DEVELOPMENT RELATED TO IMPLEMENTATION OF THE STUDENT-CENTRIC PRACTICES STRATEGY.Description4Txt
Expenses4$114,656Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$540,055,467AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,961,249AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$391,096FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$543,407,812TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$543,407,812AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,151,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$535,256,695NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,762,835MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,762,835MinimumInvestmentReturnAmt
Tax Based On Investment Income$496,711TaxBasedOnInvestmentIncomeAmt
Income Tax$53,269IncomeTaxAmt
Total Tax$549,980TotalTaxAmt
Distributable Before Adj$26,212,855DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,212,855DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,212,855DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,451,348ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$124,780CharitableAssetsAcquisPaidAmt
Qualifying Distributions$24,576,128QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,212,855DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,722,229ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$669,017ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$2,391,246TotalExcessDistributionCyovAmt
Qualifying Distributions$24,576,128QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,576,128AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,636,727ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,636,727ExcessDistributionCyovAppCYAmt
Total Corpus$754,519TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$85,502ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$669,017ExcessDistriCyovToNextYrAmt
Excess From Year3$669,017ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGRANTS MANAGERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET SUITE 1900AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4152871800RecipientPhoneNum
Recipient Email AddressSUPPORT@COLLEGEFUTURES.ORGRecipientEmailAddressTxt
Form And Info And MaterialsGRANT APPLICATIONS ARE ACCEPTED ON AN INVITATION-ONLY BASIS. GRANT APPLICATIONS MUST BE SUBMITTED THROUGH COLLEGE FUTURES FOUNDATION'S ONLINE GRANT PORTAL AND MUST INCLUDE THE FOLLOWING INFORMATION AND MATERIALS: - GRANTEE ORGANIZATION INFORMATION (INCLUDING EIN, ADDRESS, PHONE NUMBER, AND WEBSITE) - REQUESTED AMOUNT - PROPOSAL NARRATIVE - PROPOSAL BUDGET - ORGANIZATION BUDGET - MOST RECENT IRS FORM 990 - MOST RECENT AUDITED FINANCIAL STATEMENT - BOARD LIST - LIST OF GRANTS RECEIVED OVER THE LAST YEARFormAndInfoAndMaterialsTxt
Submission DeadlinesBOARD GRANTS: 1/24/2023, 4/25/2023, 7/25/2023, 10/10/2022. DELEGATED GRANTS:ROLL THROUGHOUT THE YEARSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION DOES NOT AWARD GRANTS FOR SCHOLARSHIPS OR TO INDIVIDUALS. GRANT APPLICATIONS ARE ACCEPTED FROM: - NON-PROFIT ORGANIZATIONS (OR FISCAL SPONSORS) CLASSIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE IRC. - CA STATE PUBLIC AGENCIES OR GOVERNMENT ENTITIES - FOR-PROFIT ORGANIZATIONS WHOSE WORK CLOSELY ALIGNS WITH OUR MISSION (EXPENDITURE RESPONSIBILITY IS EXERCISED FOR IRS LEGAL COMPLIANCE)RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (181 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE RP GROUP INC
369-B THIRD STREET 397SAN RAFAELCA94901NONEPCPROGRAM GRANT$600,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1102 Q ST STE 4800SACRAMENTOCA95811NONEPCPROGRAM GRANT$550,000
CALMATTERS
1017 L STREET 261SACRAMENTOCA95814NONEPCPROGRAM GRANT$500,000
AMERICAN ASSOCIATION OF COMMUNITY COLLEGES
ONE DUPONT CIRCLE NW STE 700WASHINGTONDC20036NONEPCPROGRAM GRANT$500,000
CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION
4910 N CHESTNUT AVEFRESNOCA937261852NONEPCPROGRAM GRANT$500,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1110 Q ST STE 4800SACRAMENTOCA95811NONEPCPROGRAM GRANT$469,000
SOVA SOLUTIONS
1203 SEVEN LOCKS RD STE 360ROCKVILLLEMD20854NONENCPROGRAM GRANT$407,000
ACCREDITING COMMISSION FOR COMMUNITY & JUNIOR COLLEGES
429 J ST STE 400SACRAMENTOCA95814NONEPCPROGRAM GRANT$400,000
CSU DOMINGUEZ HILLS FOUNDATION
1000 E VICTORIA ST WELCH HALL A-425CARSONCA90747NONEPCPROGRAM GRANT$334,000
CAMPAIGN FOR COLLEGE OPPORTUNITY
1149 S HILL ST SUITE 925LOS ANGELESCA90015NONEPCPROGRAM GRANT$325,000
CALIFORNIA STATE UNIVERSITY SAN MARCOS CORPORATION
333 S TWIN OAK VALLEY RDSAN MARCOSCA92096NONEPCPROGRAM GRANT$325,000
BRAVEN
C/O WEWORK 75 E SANTA CLARA STSAN JOSECA95113NONEPCPROGRAM GRANT$250,000
THE RP GROUP INC
369-B THIRD STREET 397SAN RAFAELCA94901NONEPCPROGRAM GRANT$250,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1107 Q ST STE 4800SACRAMENTOCA95811NONEPCPROGRAM GRANT$250,000
UNITED WAY OF THE BAY AREA
PO BOX 741478LOS ANGELESCA900741478NONEPCPROGRAM GRANT$230,000
FUTURO HEALTH
1610 R ST STE 300 - 112SACRAMENTOCA95811NONEPCPROGRAM GRANT$223,000
JOHN BURTON ADVOCATES FOR YOUTH
236 MONTGOMERY ST STE 1142SAN FRANCISCOCA94104NONEPCPROGRAM GRANT$183,333
GROSSMONT-CUYAMACA COMMUNITY COLLEGE DISTRICT
8800 GROSSMONT COLLEGE DRIVEEL CAJONCA92020NONEGOVPROGRAM GRANT$182,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
2 SHIELDS AVE MRAK HALL 4TH FLRDAVISCA95616NONEGOVPROGRAM GRANT$167,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1104 Q ST STE 4800SACRAMENTOCA95811NONEPCPROGRAM GRANT$164,000
HARTNELL COLLEGE FOUNDATION
411 CENTRAL AVENUESALINASCA93901NONEGOVPROGRAM GRANT$150,000
MADERA COMMUNITY COLLEGE
30277 AVE 12MADERACA93638NONEGOVPROGRAM GRANT$146,000
CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION
18111 NORDHOFF ST VALERA HALL 110NORTHRIDGECA913308296NONEPCPROGRAM GRANT$125,000
CALIFORNIA STATE UNIVERSITY BAKERSFIELD FOUNDATION
9001 STOCKDALE HIGHWAYBAKERSFIELDCA93311NONEPCPROGRAM GRANT$125,000
THE ASPEN INSTITUTE
2300 N ST NW STE 700WASHINGTONDC200371122NONEPCPROGRAM GRANT$100,000
COMPTON COMMUNITY COLLEGE DISTRICT
1111 EAST ARTESIA BLVDCOMPTONCA90221NONEGOVPROGRAM GRANT$79,000
PUBLIC AGENDA
1 DOCK 72 WAY 6101BROOKLYNNY11205NONEPCPROGRAM GRANT$365,000
JOBS FOR THE FUTURE
51 MILK ST 17TH FLRBOSTONMA02109NONEPCPROGRAM GRANT$350,000
COMMUNITY INITIATIVES
1002 BROADWAY STE 480OAKLANDCA94607NONEPCPROGRAM GRANT$317,500
PUBLIC ADVOCATES
131 STEUART STREET STE 300SAN FRANCISCOCA94105NONEPCPROGRAM GRANT$250,000
SOVA SOLUTIONS
1201 SEVEN LOCKS RD STE 360ROCKVILLLEMD20854NONENCPROGRAM GRANT$250,000
CALIFORNIA COMMUNITY FOUNDATION
717 W TEMPLE STREETLOS ANGELESCA90012NONEPCPROGRAM GRANT$250,000
THE EDUCATION TRUST INC
580 2ND ST SUITE 200OAKLANDCA94607NONEPCPROGRAM GRANT$250,000
CALIFORNIA COMPETES
2000 HARRISON ST STE 1900OAKLANDCA94612NONEPCPROGRAM GRANT$250,000
COMMUNITY INITIATIVES
1001 BROADWAY STE 480OAKLANDCA94607NONEPCPROGRAM GRANT$250,000
THE INSTITUTE FOR COLLEGE ACCESS AND SUCCESS
1300 CLAY ST STE 1020OAKLANDCA94612NONEPCPROGRAM GRANT$250,000
CAL STATE FULLERTON PHILANTHROPIC FOUNDATION
2600 NUTWOOD AVE STE 850FULLERTONCA92831NONEPCPROGRAM GRANT$250,000
STRADA COLLABORATIVE INC DBA INSIDETRACK
10 W MARKET ST STE 1100INDIANAPOLISIN46204NONEPCPROGRAM GRANT$250,000
BERKELEY CITY COLLEGE
2050 CENTER STREETBERKELEYCA94704NONEGOVPROGRAM GRANT$200,000
OPEN CAMPUS MEDIA INC
1 THOMAS CIRCLE NW STE 700WASHINGTONDC20005NONEPCPROGRAM GRANT$200,000
SOVA SOLUTIONS
1202 SEVEN LOCKS RD STE 360ROCKVILLLEMD20854NONENCPROGRAM GRANT$200,000
EAST LOS ANGELES COLLEGE FOUNDATION
1301 AVENIDA CESAR CHAVEZMONTEREY PARKCA91754NONEPCPROGRAM GRANT$200,000
NEXTGEN CLIMATE AMERICA INC DBA NEXTGEN POLICY
1414 K ST 6TH FLOORSACRAMENTOCA95835NONEPCPROGRAM GRANT$200,000
CSUSB PHILANTHROPIC FOUNDATION
5500 UNIVERSITY PARKWAYSAN BERNARDINOCA92407NONEPCPROGRAM GRANT$190,000
SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION
5250 CAMPANILE DRSAN DIEGOCA92182NONESO III FIPROGRAM GRANT$190,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
CONTRACTS AND GRANTS ACCOUNTING POLOS ANGELESCA900744695NONEPCPROGRAM GRANT$175,000BOX 744695
CALIFORNIA STATE UNIVERSITY BAKERSFIELD FOUNDATION
9001 STOCKDALE HIGHWAYBAKERSFIELDCA93311NONEPCPROGRAM GRANT$174,000
NACUBO
1110 VERMONT AVE NW STE 800WASHINGTONDC20005NONEPCPROGRAM GRANT$162,666
ONEFUTURE COACHELLA VALLEY
41550 ECLECTIC STREET STE 200EPALM DESERTCA92260NONEPCPROGRAM GRANT$150,000
UNIVERSITY ENTERPRISES INC
6000 J STREETSACRAMENTOCA95819NONESO III FIPROGRAM GRANT$150,000
NATIONAL CENTER FOR CIVIC INNOVATION
121 6TH AVENEW YORKNY10013NONEPCPROGRAM GRANT$150,000
COMMUNITY INITIATIVES
1000 BROADWAY STE 480OAKLANDCA94607NONEPCPROGRAM GRANT$150,000
STATE CENTER COMMUNITY COLLEGE DISTRICT
1171 FULTON STREETFRESNOCA937211913NONEGOVPROGRAM GRANT$150,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1111 Q ST STE 4800SACRAMENTOCA95811NONEPCPROGRAM GRANT$150,000
NACUBO
1110 VERMONT AVE NW STE 800WASHINGTONDC20005NONEPCPROGRAM GRANT$125,000
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH STREET BOX 73NEW YORKNY10027NONEPCPROGRAM GRANT$125,000
IMMIGRANTS RISING
18 BARTOL STREET 1220SAN FRANCISCOCA94133NONEPCPROGRAM GRANT$125,000
NATIONAL COMMUNITY COLLEGE HISPANIC COUNCIL
1 CAPITOL MALL SUITE 800SACRAMENTOCA95814NONEPCPROGRAM GRANT$125,000
CALIFORNIANS DEDICATED TO EDUCATION FOUNDATION
548 MARKET ST PMB 75621SAN FRANCISCOCA94104NONEPCPROGRAM GRANT$119,000
STEM ADVANTAGE
117 22ND STREETHUNTINGTON BEACHCA92648NONEPCPROGRAM GRANT$112,500
UASPIRE
6 LIBERTY SQUARE 98549BOSTONMA02109NONEPCPROGRAM GRANT$200,000
BENSIMON & ASSOCIATES LLC
3995 PROSPECT AVELOS ANGELESCA90027NONENCPROGRAM GRANT$100,000
COMMUNITY PARTNERS
1000 N ALAMEDA STREET STE 240LOS ANGELESCA90012NONEPCPROGRAM GRANT$100,000
UNITE-LA
1055 WILSHIRE BLVD SUITE 1750LOS ANGELESCA90017NONEPCPROGRAM GRANT$100,000
RDP CONSULTING
3708 ROXBURY LANEHAYWARDCA94542NONENCPROGRAM GRANT$100,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED
5200 NORTH LAKE ROADMERCEDCA953435705NONEGOVPROGRAM GRANT$100,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA OFFICE OF THE PRESIDENT
1111 FRANKLIN STREETOAKLANDCA94607NONEPCPROGRAM GRANT$99,000
SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION
5250 CAMPANILE DRSAN DIEGOCA92182NONESO III FIPROGRAM GRANT$88,000
COMMUNITY COLLEGE LEAGUE OF CALIFORNIA
2017 O STREETSACRAMENTOCA95811NONEPCPROGRAM GRANT$82,000
CALIFORNIA STATE UNIVERSITY SAN DIEGO
5500 CAMPANILE DRSAN DIEGOCA92182NONESO III FIPROGRAM GRANT$75,600
YOUNG INVINCIBLES
617 S OLIVE STREET SUITE 420LOS ANGELESCA90014NONEPCPROGRAM GRANT$75,000
RISE EDUCATION FUND
13535 VENTURA BOULEVARD SUITE C 513SHERMAN OAKSCA91423NONEPCPROGRAM GRANT$75,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1108 Q ST STE 4800SACRAMENTOCA95811NONEPCPROGRAM GRANT$62,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1103 Q ST STE 4800SACRAMENTOCA95811NONEPCPROGRAM GRANT$60,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
1 SHIELDS AVE MRAK HALL 4TH FLRDAVISCA95616NONEGOVPROGRAM GRANT$50,000
RDP CONSULTING
3708 ROXBURY LANEHAYWARDCA94542NONENCPROGRAM GRANT$41,000
CALIFORNIA STATE UNIVERSITY SAN MARCOS CORPORATION
333 S TWIN OAK VALLEY RDSAN MARCOSCA92096NONEPCPROGRAM GRANT$33,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1106 Q ST STE 4800SACRAMENTOCA95811NONEPCRAPID RESPONSE$17,000
US DEPARTMENT OF EDUCATION
400 MARYLAND AVE SWWASHINGTONDC20202NONEGOVSECTOR SUPPORT$50,000
JOBS FOR THE FUTURE
50 MILK ST 17TH FLRBOSTONMA02109NONEPCSECTOR SUPPORT$25,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1105 Q ST STE 4800SACRAMENTOCA95811NONEPCSECTOR SUPPORT$25,000
EDFUND WEST
1400 MARINA WAY SOUTHRICHMONDCA94804NONEPCSECTOR SUPPORT$20,000
NORTHERN CALIFORNIA GRANTMAKERS
160 SPEAR ST STE 360SAN FRANCISCOCA94105NONEPCMEMBERSHIP DUES$15,000
CALIFORNIA COMMUNITY FOUNDATION
717 W TEMPLE STREETLOS ANGELESCA90012NONEPCSECTOR SUPPORT$15,000
CALIFORNIA FORWARD
1611 SYCAMORE AVENUEHERCULESCA94547NONEPCSECTOR SUPPORT$15,000
EXCELENCIA IN EDUCATION
1156 15TH ST NW STE 1001WASHINGTONDC20005NONEPCSECTOR SUPPORT$15,000
INDEPENDENT SECTOR
CL500058 PO BOX 5007MERRIFIELDVA221165007NONEPCMEMBERSHIP DUES$12,500
THE EDUCATION TRUST INC
580 2ND ST SUITE 200OAKLANDCA94607NONEPCSECTOR SUPPORT$10,000
CALIFORNIA COMPETES
1999 HARRISON ST STE 1900OAKLANDCA94612NONEPCSECTOR SUPPORT$10,000
JOHN BURTON ADVOCATES FOR YOUTH
237 MONTGOMERY ST STE 1142SAN FRANCISCOCA94104NONEPCSECTOR SUPPORT$10,000
FOUNDATION FOR THE LOS ANGELES COMMUNITY COLLEGES
770 WILSHIRE BLVDLOS ANGELESCA90017NONEPCSECTOR SUPPORT$10,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1109 Q ST STE 4800SACRAMENTOCA95811NONEPCSECTOR SUPPORT$10,000
HISPANICS IN PHILANTHROPY (HIP)
548 MARKET ST 60300SAN FRANCISCOCA94104NONEPCMEMBERSHIP DUES$9,750
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS (GEO)
1310 L STREET NW 650WASHINGTONDC20005NONEPCMEMBERSHIP DUES$8,500
SOUTHERN CALIFORNIA GRANTMAKERS
1000 N ALAMEDA ST STE 230LOS ANGELESCA90012NONEPCMEMBERSHIP DUES$7,600
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 400BERKELEYCA947041070NONEPCSECTOR SUPPORT$7,500
NORTHERN CALIFORNIA GRANTMAKERS
161 SPEAR ST STE 360SAN FRANCISCOCA94105NONEPCSECTOR SUPPORT$5,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3607 TROUSDALE PKWY 324LOS ANGELESCA90089NONEPCSECTOR SUPPORT$5,000
THE EDUCATION TRUST INC
580 2ND ST SUITE 200OAKLANDCA94607NONEPCSECTOR SUPPORT$5,000
ACCREDITING COMMISSION FOR COMMUNITY & JUNIOR COLLEGES
428 J ST STE 400SACRAMENTOCA95814NONEPCSECTOR SUPPORT$5,000
EDFUND WEST
1400 MARINA WAY SOUTHRICHMONDCA94804NONEPCSECTOR SUPPORT$5,000
GRANTMAKERS FOR EDUCATION (GFE)
400 SE 103RD DR 33348PORTLANDOR97216NONEPCMEMBERSHIP DUES$4,000
NATIONAL COLLEGE ATTAINMENT NETWORK (NCAN)
800 17TH ST NW 630WASHINGTONDC20006NONEPCMEMBERSHIP DUES$3,300
LINKED LEARNING ALLIANCE
730 HARRISON ST 4TH FLRSAN FRANCISCOCA94107NONEPCSECTOR SUPPORT$2,500
PEAK GRANTMAKING
1701 PENNSYLVANIA AVE NW STE 200WASHINGTONDC20006NONEPCMEMBERSHIP DUES$2,250
USC COMMUNITIES PROGRAMS
USC ADVANCEMENT GIFT SERVICES 1150LOS ANGELESCA90015NONEPCDIRECTOR DONATIONS$50,000SOUTH OLIVE ST 25TH FLR
OCCIDENTAL COLLEGE
1600 CAMPUS RD M-36LOS ANGELESCA90041NONEPCDIRECTOR DONATIONS$50,000
CAREER NEXUS
700 VAN NESS AVE 103FRESNOCA93721NONEPCDIRECTOR DONATIONS$50,000
ROBLA SCHOOL DISTRICT
5248 ROSE STSACRAMENTOCA95838NONEPCDIRECTOR DONATIONS$40,000
WESTERN UNIVERSITY OF HEALTH SCIENCES
309 EAST 2ND STPOMONACA91766NONEPCDIRECTOR DONATIONS$25,000
CABRILLO EDUCATION FOUNDATION
PO BOX 354HALF MOON BAYCA94019NONEPCDIRECTOR DONATIONS$25,000
SAN JOSE STATE UNIVERSITY ALUMNI ASSOCIATION
TOWER HALL ONE WASHINGTON SQUARESAN JOSECA951920183NONEPCDIRECTOR DONATIONS$25,000
IMPROVE YOUR TOMORROW
1901 ROYAL OAKS DRSACRAMENTOCA95815NONEPCDIRECTOR DONATIONS$20,000
EASTSIDE COLLEGE PREPARATORY SCHOOL
1041 MYRTLE STREETEAST PALO ALTOCA94303NONEPCDIRECTOR DONATIONS$20,000
CHABOT-LAS POSITAS COLLEGE FOUNDATION
7600 DUBLIN BLVD 3RD FLRDUBLINCA94568NONEPCDIRECTOR DONATIONS$20,000
MI CASA EDUCATION INC
385 FORD AVEGRIDLEYCA95948NONEPCDIRECTOR DONATIONS$15,000
JOHN BURTON ADVOCATES FOR YOUTH
235 MONTGOMERY ST STE 1142SAN FRANCISCOCA94104NONEPCDIRECTOR DONATIONS$15,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA OFFICE OF THE PRESIDENT
1111 FRANKLIN STREETOAKLANDCA94607NONEPCDIRECTOR DONATIONS$15,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 400BERKELEYCA947041070NONEPCDIRECTOR DONATIONS$15,000
MEXICAN CULTURAL CENTER OF NORTHERN CALIFORNIA
PO BOX 161899SACRAMENTOCA95816NONEPCDIRECTOR DONATIONS$15,000
SEO SCHOLARS OF SAN FRANCISCO
3 EMBARCADERO CNTR PROMENADE LEVELSAN FRANCISCOCA94111NONEPCDIRECTOR DONATIONS$10,000STE P1
SACRAMENTO PRESS CLUB
1540 RIVER PARK DR 211SACRAMENTOCA958154608NONEPCDIRECTOR DONATIONS$10,000
PLEASANTON UNIFIED SCHOOL DISTRICT
4375 FOOTHILL RDPLEASANTONCA94588NONEPCDIRECTOR DONATIONS$10,000
COLLEGE TRACK
483 9TH STREETOAKLANDCA94607NONEPCDIRECTOR DONATIONS$10,000
10000 DEGREES
1401 LOS GAMOS DR SUITE 205SAN RAFAELCA94903NONEPCDIRECTOR DONATIONS$10,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3607 TROUSDALE PKWY 324LOS ANGELESCA90089NONEPCDIRECTOR DONATIONS$10,000
THE EDUCATION TRUST INC
580 2ND ST SUITE 200OAKLANDCA94607NONEPCDIRECTOR DONATIONS$10,000
THE EDUCATION TRUST INC
580 2ND ST SUITE 200OAKLANDCA94607NONEPCDIRECTOR DONATIONS$10,000
KINGMAKERS OF OAKLAND
1035 7TH STREETOAKLANDCA94607NONEPCDIRECTOR DONATIONS$10,000
CALASIAN FOUNDATION
2125 19TH STREETSACRAMENTOCA95818NONEPCDIRECTOR DONATIONS$10,000
VALLEY HUMANE SOCIETY
3670 NEVADA STPLEASANTONCA94566NONEPCDIRECTOR DONATIONS$10,000
UNIVERSITY FNDN AT SACRAMENTO STATE
DEVELOPMENT OFFICE 6000 J ST MSSACRAMENTOCA95819NONEPCDIRECTOR DONATIONS$10,0006030
THE LINKS FOUNDATION INCORPORATED
1200 MASSACHUSETTS AVE NWWASHINGTONDC20005NONEPCDIRECTOR DONATIONS$5,000
WESTERN GOVERNORS UNIVERSITY
DEPT 372 PO BOX 30015SALT LAKE CITYUT84130NONEPCDIRECTOR DONATIONS$5,000
TURLOCK HIGH SCHOOL
1600 EAST CANAL DRTURLOCKCA95380NONEPCDIRECTOR DONATIONS$5,000
SAN FRANCISCO STATE UNIVERSITY
1600 HOLLOWAY AVE ADM 151SAN FRANCISCOCA94132NONEPCDIRECTOR DONATIONS$2,500
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED
5200 NORTH LAKE ROADMERCEDCA953435705NONEPCDIRECTOR DONATIONS$2,500
UNIVERSITY FNDN AT SACRAMENTO STATE
DEVELOPMENT OFFICE 6000 J ST MSSACRAMENTOCA95819NONEPCDIRECTOR DONATIONS$2,5006030
CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION
4910 N CHESTNUT AVEFRESNOCA937261852NONEPCDIRECTOR DONATIONS$2,500
CALIFORNIA STATE UNIVERSITY STANISLAUS
DIVISION OF UNIVERSITY ADVANCEMENTTURLOCKCA95382NONEPCDIRECTOR DONATIONS$2,500ONE UNIVERSITY CIRCLE
SAN JOSE STATE UNIVERSITY ALUMNI ASSOCIATION
TOWER HALL ONE WASHINGTON SQUARESAN JOSECA951920183NONEPCDIRECTOR DONATIONS$2,500
SYLVIA MENDEZ SCHOOL PTA
2840 ELLSWORTH STREETBERKELEYCA94705NONEPCEMPLOYEE MATCHING GIFTS$5,000
PESTICIDE ACTION NETWORK NORTH AMERICA
2029 UNIVERSITY AVENUE STE 200BERKELEYCA94704NONEPCEMPLOYEE MATCHING GIFTS$1,200
KQED INC
PO BOX 60585CITY OF INDUSTRYCA917160585NONEPCEMPLOYEE MATCHING GIFTS$1,100
SIERRA SERVICE PROJECT
PO BOX 13009SACRAMENTOCA95813NONEPCEMPLOYEE MATCHING GIFTS$1,030
ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 2599OAKLANDCA94614NONEPCEMPLOYEE MATCHING GIFTS$1,000
DISABLED HIKERS
171 CAMPBELL STREETFORKSWA98331NONEPCEMPLOYEE MATCHING GIFTS$1,000
UNITED WAY OF THE BAY AREA
PO BOX 741478LOS ANGELESCA900741478NONEPCEMPLOYEE MATCHING GIFTS$1,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 400BERKELEYCA947041070NONEPCEMPLOYEE MATCHING GIFTS$1,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVE STE 400BERKELEYCA947041070NONEPCEMPLOYEE MATCHING GIFTS$1,000
MEALS ON WHEELS OF CONTRA COSTA
PO BOX 3195MARTINEZCA94553NONEPCEMPLOYEE MATCHING GIFTS$920
BANCROFT PARENT FACULTY CLUB
2200 PARISH DRIVEWALNUT CREEKCA94598NONEPCEMPLOYEE MATCHING GIFTS$730
FRANKLIN ELEMENTARY SCHOOL PTA
1433 SAN ANTONIO AVEALAMEDACA94501NONEPCEMPLOYEE MATCHING GIFTS$700
NEW MEXICO IMMIGRANT LAW CENTER
625 SILVER AVENUE SOUTHWESTALBUQUERQUENM87102NONEPCEMPLOYEE MATCHING GIFTS$700
AURORA THEATRE COMPANY
2081 ADDISON STREETBERKELEYCA94704NONEPCEMPLOYEE MATCHING GIFTS$500
PUBLIC POLICY INSTITUTE OF CALIFORNIA
500 WASHINGTON ST 6TH FLRSAN FRANCISCOCA94111NONEPCEMPLOYEE MATCHING GIFTS$500
DISABLED HIKERS
171 CAMPBELL STREETFORKSWA98331NONEPCEMPLOYEE MATCHING GIFTS$500
PRAIRIE ABORTION FUND
PO BOX 2018FARGOND58107NONEPCEMPLOYEE MATCHING GIFTS$500
FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT
PO BOX 32670TUCSONAZ85754NONEPCEMPLOYEE MATCHING GIFTS$500
FRANKLIN ELEMENTARY SCHOOL PTA
1433 SAN ANTONIO AVEALAMEDACA94501NONEPCEMPLOYEE MATCHING GIFTS$460
FRANKLIN ELEMENTARY SCHOOL PTA
1433 SAN ANTONIO AVEALAMEDACA94501NONEPCEMPLOYEE MATCHING GIFTS$460
CENTER FOR EFFECTIVE PHILANTHROPY
675 MASSACHUSETTS AVE 7TH FLRCAMBRIDGEMA02139NONEPCEMPLOYEE MATCHING GIFTS$400
ENRICHING LIVES THROUGH MUSIC
2955 KERNER BOULEVARD SUITE BSAN RAFAELCA94901NONEPCEMPLOYEE MATCHING GIFTS$400
UNIVERSITY OF SOUTHERN CALIFORNIA
3607 TROUSDALE PKWY 324LOS ANGELESCA90089NONEPCEMPLOYEE MATCHING GIFTS$350
POINT FOUNDATION
6230 WILSHIRE BLVD STE A PMBLOS ANGELESCA90048NONEPCEMPLOYEE MATCHING GIFTS$214
THE HASTY PUDDING INSTITUTE OF 1770
45 DUNSTER STCAMBRIDGEMA02138NONEPCEMPLOYEE MATCHING GIFTS$207
HOUSING ASSISTANCE CORPORATION
460 WEST MAIN STREETHYANNISMA02601NONEPCEMPLOYEE MATCHING GIFTS$200
MISSION LOCAL
2489 MISSION ST STE 22SAN FRANCISCOCA94110NONEPCEMPLOYEE MATCHING GIFTS$200
EQUALITY CALIFORNIA INSTITUTE
555 WEST 5TH ST 3TH FLRLOS ANGELESCA90013NONEPCEMPLOYEE MATCHING GIFTS$200
NEW YORK ROAD RUNNERS TEAM FOR KIDS
320 WEST 57TH STREETNEW YORKNY10019NONEPCEMPLOYEE MATCHING GIFTS$200
AMATEUR MUSIC NETWORK
601 VAN NESS AVENUESAN FRANCISCOCA94102NONEPCEMPLOYEE MATCHING GIFTS$200
FRENCH BROAD RIVER ACADEMY
1990 RIVERSIDE DRIVEASHEVILLENC28804NONEPCEMPLOYEE MATCHING GIFTS$200
BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC
2020 ADDISON STREETBERKELEYCA94704NONEPCEMPLOYEE MATCHING GIFTS$200
MEALS ON WHEELS OF CONTRA COSTA
PO BOX 3195MARTINEZCA94553NONEPCEMPLOYEE MATCHING GIFTS$150
AMERICAN RIVER CONSERVANCY
348 CA-49COLOMACA95613NONEPCEMPLOYEE MATCHING GIFTS$106
FRIENDS OF THE ALAMEDA ANIMAL SHELTER
1590 FORTMANN WAYALAMEDACA94501NONEPCEMPLOYEE MATCHING GIFTS$103
MONTCLAIR SCHOOL PTA
1757 MOUNTAIN BLVDOAKLANDCA94611NONEPCEMPLOYEE MATCHING GIFTS$100
HARVARD UNIVERSITY
124 MT AUBURN STCAMBRIDGEMA02138NONEPCEMPLOYEE MATCHING GIFTS$100
URBAN ED ACADEMY
1485 BAYSHORE BLVD STE 317SAN FRANCISCOCA94124NONEPCEMPLOYEE MATCHING GIFTS$60
SOGOREA TE' LAND TRUST
2501 HARRISON STREETOAKLANDCA94612NONEPCEMPLOYEE MATCHING GIFTS$50
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST 10TH FLOORNEW YORKNY10038NONEPCEMPLOYEE MATCHING GIFTS$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,683,989TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BURNING GLASS INSTITUTE
PO BOX 671BALA CYNWYDPA19004NONEPCVALUE OF POSTSECONDARY FOR ECONOMIC MOBILITY PROGRAM GRANT$585,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1103 Q ST STE 4800SACRAMENTOCA95811NONEPCSTUDENT-CENTRIC PRACTICES PROGRAM GRANT$550,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3607 TROUSDALE PKWY 324LOS ANGELESCA90089NONEPCSTUDENT-CENTRIC PRACTICES PROGRAM GRANT$500,000
AQL LABS LLC
PO BOX 99062SEATTLEWA981390062NONENCTRANSFORMING EDUCATION PROGRAM GRANT$330,000
CAMPAIGN FOR COLLEGE OPPORTUNITY
1149 S HILL ST SUITE 925LOS ANGELESCA90015NONEPCPOLICY PROGRAM GRANT$325,000
CALIFORNIA STATE UNIVERSITY SAN MARCOS CORPORATION
333 S TWIN OAK VALLEY RDSAN MARCOSCA92096NONEPCSTUDENT-CENTRIC PRACTICES PROGRAM GRANT$325,000
AFRICAN AMERICAN MALE EDUCATION NETWORK
PO BOX 151ELK GROVECA95759NONEPCSTUDENT-CENTRIC PRACTICES PROGRAM GRANT$300,000
BRAVEN
C/O WEWORK 75 E SANTA CLARA STSAN JOSECA95113NONEPCLEARNER CENTERED SOLUTIONS PROGRAM GRANT$250,000
FOUNDATION FOR CALIFORNIA COMMUNITY COLLEGES
1102 Q ST STE 4800SACRAMENTOCA95811NONEPCLEARNER CENTERED SOLUTIONS PROGRAM GRANT$250,000
FUTURO HEALTH
1610 R STREET STE 300 - 112SACRAMENTOCA95811NONEPCLEARNER CENTERED SOLUTIONS PROGRAM GRANT$227,000
SOVA SOLUTIONS
1201 SEVEN LOCKS RD STE 360ROCKVILLLEMD20854NONENCLEARNER CENTERED SOLUTIONS PROGRAM GRANT$200,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
1 SHIELDS AVE MRAK HALL 4TH FLDAVISCA95616NONEGOVSTUDENT-CENTRIC PRACTICES PROGRAM GRANT$167,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
2 SHIELDS AVE MRAK HALL 4TH FLDAVISCA95616NONEGOVSTUDENT-CENTRIC PRACTICES PROGRAM GRANT$166,000
BURNING GLASS INSTITUTE
PO BOX 671BALA CYNWYDPA19004NONEPCVALUE OF POSTSECONDARY FOR ECONOMIC MOBILITY PROGRAM GRANT$110,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
PO BOX 744695LOS ANGELESCA900744695NONEPCLEARNER CENTERED SOLUTIONS PROGRAM GRANT$103,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
PO BOX 744696LOS ANGELESCA900744695NONEPCLEARNER CENTERED SOLUTIONS PROGRAM GRANT$97,000
PUBLIC ADVOCATES
131 STEUART STREET STE 300SAN FRANCISCOCA94105NONEPCPOLICY PROGRAM GRANT$250,000
CALIFORNIA COMMUNITY FOUNDATION
717 W TEMPLE STREETLOS ANGELESCA90012NONEPCSTUDENT-CENTRIC PRACTICES PROGRAM GRANT$250,000
THE EDUCATION TRUST INC
580 2ND ST STE 200OAKLANDCA94607NONEPCPOLICY PROGRAM GRANT$250,000
CALIFORNIA COMPETES
1999 HARRISON ST STE 1900OAKLANDCA94612NONEPCPOLICY PROGRAM GRANT$250,000
COMMUNITY INITIATIVES
1000 BROADWAY STE 480OAKLANDCA94607NONEPCSTUDENT-CENTRIC PRACTICES PROGRAM GRANT$250,000
THE INSTITUTE FOR COLLEGE ACCESS AND SUCCESS
1300 CLAY ST STE 1020OAKLANDCA94612NONEPCPOLICY PROGRAM GRANT$250,000
NEXTGEN CLIMATE AMERICA INC DBA NEXTGEN POLICY
1414 K ST 6TH FLOORSACRAMENTOCA95835NONEPCPOLICY PROGRAM GRANT$200,000
EDUCATION EQUITY SOLUTIONS LLC
349 COLUSA AVEKENSINGTONCA94707NONENCVALUE OF POSTSECONDARY FOR ECONOMIC MOBILITY PROGRAM GRANT$192,000
EDUCATION EQUITY SOLUTIONS LLC
349 COLUSA AVEKENSINGTONCA94707NONENCVALUE OF POSTSECONDARY FOR ECONOMIC MOBILITY PROGRAM GRANT$168,000
STRADA COLLABORATIVE INC DBA INSIDETRACK
10 W MARKET ST STE 1100INDIANAPOLISIN46204NONEPCVALUE OF POSTSECONDARY FOR ECONOMIC MOBILITY PROGRAM GRANT$150,000
COMMUNITY INITIATIVES
1000 BROADWAY STE 480OAKLANDCA94607NONEPCPOLICY PROGRAM GRANT$132,500
IMMIGRANTS RISING
18 BARTOL STREET 1220SAN FRANCISCOCA94133NONEPCFINANCE & AFFORDABILITY PROGRAM GRANT$125,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED
5200 NORTH LAKE ROADMERCEDCA953435705NONEGOVFINANCE & AFFORDABILITY PROGRAM GRANT$100,000
CALIFORNIA STATE UNIVERSITY SAN DIEGO
5500 CAMPANILE DRSAN DIEGOCA92182NONESO III FISTUDENT-CENTRIC PRACTICES PROGRAM GRANT$75,600
YOUNG INVINCIBLES
617 S OLIVE STREET STE 420LOS ANGELESCA90014NONEPCFINANCE & AFFORDABILITY PROGRAM GRANT$75,000
RISE EDUCATION FUND
13535 VENTURA BLVD STE C 513SHERMAN OAKSCA91423NONEPCFINANCE & AFFORDABILITY PROGRAM GRANT$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$7,278,100TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$352,926UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$11,737,011ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$1,223,576UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$32,812,779ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSTATE UBIT TAX REFUNDDesc
Exclusion$203,679ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,576,502UnrelatedBusinessTaxblIncmAmt
Exclusion$44,753,469ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,329,971TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$158,550Amt
Net Investment Income$46,198NetInvestmentIncomeAmt
Disbursements Charitable Prps$78,162DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
SOVA SOLUTIONS
1201 SEVEN LOCKS RD 1025 STE 360ROCKVILLEMD208542023-12-12$407,000TO SUPPORT A PROJECT THAT CENTERS THE EXPERIENCE OF STUDENTS MOVING BETWEEN INSTITUTIONS AND THE CHALLENGES THEY FACE IN REALIZING FULL CREDIT FOR PRIOR LEARNING AND THAT SETS THE STAGE FOR ALTERNATIVE PRACTICES THAT RESPECT STUDENTS' PREVIOUS WORK.$406,290NO12/18/24THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
SOVA SOLUTIONS
1201 SEVEN LOCKS RD 1025 STE 360ROCKVILLEMD208542024-01-09$200,000TO SUPPORT THE ABILITY OF THE ASSOCIATE DEGREE TRANSFER INTERSEGMENTAL IMPLEMENTATION COMMITTEE TO FULFILL ITS CHARGE TO PROVIDE OVERSIGHT OF THE ASSOCIATE DEGREE TRANSFER IMPLEMENTATION AND MAKE RECOMMENDATIONS TO THE LEGISLATURE FOCUSED ON IMPROVED TRANSFER FOR STUDENTS IN THE STATE.$200,000NO7/31/24THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
SOVA SOLUTIONS
1201 SEVEN LOCKS RD 1025 STE 360ROCKVILLEMD208542024-03-25$250,000TO FURTHER SUPPORT THE ABILITY OF THE ASSOCIATE DEGREE TRANSFER INTERSEGMENTAL IMPLEMENTATION COMMITTEE TO FULFILL ITS CHARGE TO PROVIDE OVERSIGHT OF THE ASSOCIATE DEGREE TRANSFER IMPLEMENTATION AND MAKE RECOMMENDATIONS TO THE LEGISLATURE FOCUSED ON IMPROVED TRANSFER FOR STUDENTS IN THE STATE.$70,000NO1/24/25THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
RDP CONSULTING
3708 ROXBURY LANEHAYWARDCA945422025-03-24$100,000TO SHARE DUAL ENROLLMENT BEST PRACTICES WITH THE FIELD.$100,000NO4/1/25THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
BENSIMON & ASSOCIATES LLC
3995 PROSPECT AVELOS ANGELESCA900272024-10-07$100,000TO SUPPORT BENSIMON & ASSOCIATES' WORK WITH PRESIDENTIAL SEARCH STAKEHOLDERS IN CALIFORNIA'S PUBLIC HIGHER ED INSTITUTIONS TO IMPLEMENT NEW PRACTICES AND STRATEGIES TO SEARCH FOR AND APPOINT THE BEST CANDIDATES FOR INSTITUTIONAL LEADERSHIP.$0NOTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
RDP CONSULTING
3708 ROXBURY LANEHAYWARDCA945422024-11-20$41,000TO SHARE DUAL ENROLLMENT BEST PRACTICES WITH THE FIELD.$0NOTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
EDUCATION EQUITY SOLUTIONS LLC
349 COLUSA AVEKENSINGTONCA947072024-11-21$360,000RESEARCH ON HOW HIGHER EDUCATION INSTITUTIONS CAN CREATE MORE OPPORTUNITIES FOR LEARNERS TO BENEFIT FROM HIGH RETURN ON INVESTMENT (ROI) PROGRAMS.$0NOTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
SOVA SOLUTIONS
1201 SEVEN LOCKS RD 1025 STE 360ROCKVILLEMD208542024-12-16$200,000SUPPORT FOR THE ANALYSIS AND DEVELOPMENT OF RECOMMENDATIONS FOR SCALING COMPETENCY BASED EDUCATION PROGRAMS AT CA COMMUNITY COLLEGES.$0NOTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
AQL LABS LLC
PO BOX 99062SEATTLEWA9813900622024-12-16$330,000DEVELOP DIAGNOSTICS, HOST WEBINARS AND WORKSHOPS, AND DEVELOP ACCOMPANYING RECOMMENDATIONS RELATED TO CLOUD AND DATA ANALYTICS INFRASTRUCTURE AND AI STRATEGY IN SUPPORT OF STUDENT SUCCESS IN CALIFORNIA POSTSECONDARY INSTITUTIONS.$0NOTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$8,387,929USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$8,387,929USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - PARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$508,460,127BookValueAmt
EOYFMV$508,460,127EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,915LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,915DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSITS$102,559$102,559$102,559
DEFERRED COMPENSATION$644,198$542,405$542,405
PREPAID TAXES$673,483$536,182$536,182
PREPAID EXCISE TAX$174,206-$145,086-$145,086
RIGHT OF USE ASSET$1,938,244$1,632,143

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMON EXPENSE ALLOCATION$0$32,491$0
OFFICE EXPENSE$24,024$0$24,024
INSURANCE$91,149$0$91,149
BOARD EXPENSES$96,176$0$96,176
SYSTEMS EXPENSE$193,719$0$193,719
INVESTMENT ADVISORY FEES$1,910,904$3,105,399$0
OTHER DIRECT CHARITABLE ACTIVITIES$1,492,147$0$1,492,147
BANK FEES$1,780$0$1,780
LOSS FROM PASSTHROUGH ENTITIES$9,325,494$5,009,198$0
PAYROLL PROCESSING FEES$7,808$0$7,808
COMMUNICATION & OUTREACH$294,915$0$294,915

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSTATE UBIT TAX REFUNDDesc
Revenue And Expenses Per Books$203,679RevenueAndExpensesPerBooksAmt
Adjusted Net Income$203,679AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARK-TO-MARKET ADJUSTMENTDesc
Amt$16,791,833Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX PAYABLE$1,491,558$1,479,339
ROU LEASE LIABILITY$2,442,361$2,073,270

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROJECT CONSULTINGCategoryTxt
Amt$504,452Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$504,452DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
UNRELATED BUSINESS INCOME TAX$83,773$0$0
FOREIGN TAX$0$394,592$0
OTHER TAX EXPENSE$850$0$0
EXCISE TAX$607,073$0$0