GIVE FORWARD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GIVE FORWARD FOUNDATION (EIN 82-3785197)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349101249
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T14:20:04-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943145806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALIZE CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 JACKSON STREET FLOOR 2 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823785197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVE FORWARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIVE | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE BOYERS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK TOWNSEND | PreparerPersonNm |
| PTIN | P01503773 | PTIN |
| Phone | 4153625990 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,311,032 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $131,331,564 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,467,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,449,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,988,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,179,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,512,237 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $221,518 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $122,811,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,182,923 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,034,966 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $442,776 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $592,190 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,116,536 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,003 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,100 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,902 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,723 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $273,246 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,447 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,168,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $718,122 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $606,539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,065,921 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,546,696 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,234,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $718,122 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,153,235 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,577,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,464,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $177,746 | CashBOYAmt |
| Cash EOY | $763,559 | CashEOYAmt |
| Cash EOYFMV | $763,559 | CashEOYFMVAmt |
| Acct Rcvbl | $201,143 | AcctRcvblAmt |
| Acct Rcvbl BOY | $153,700 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $201,143 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $201,143 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $23,806,468 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $112,346,294 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $112,346,330 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,137,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,310,996 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,311,032 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $73,210 | AccountsPayableEOYAmt |
| Grants Payable BOY | $9,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,360,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $35,168 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $494,238 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,035,168 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,927,448 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,102,746 | RetainedEarningBOYAmt |
| Retained Earning EOY | $105,383,548 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,102,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,383,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,137,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,310,996 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,102,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,577,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $125,679,757 | SubtotalAmt |
| Other Decreases | $20,296,209 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,383,548 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIXED INCOME SALES | P | 2024-12-31 | 2024-12-31 | $35,919,138 | $7,077,138 | $28,842,000 | $28,842,000 |
| MUTUAL FUNDS SALES MS #8357 | P | 2024-12-31 | 2024-12-31 | $31,591,500 | $31,591,500 | $0 | $0 |
| ETF SALES | P | 2024-12-31 | 2024-12-31 | $271,972 | $291,762 | -$19,790 | -$19,790 |
| MUTUAL FUNDS SALES MS #9108 | P | 2024-12-31 | 2024-12-31 | $1,354,693 | $1,372,533 | -$17,840 | -$17,840 |
| MUTUAL FUNDS SALES MS #9380 | P | 2024-12-31 | 2024-12-31 | $138,753 | $135,583 | $3,170 | $3,170 |
| FIXED INCOME SALES - MS #9669 | P | 2024-12-31 | 2024-12-31 | $811,133 | $829,759 | -$18,626 | -$18,626 |
| CALL OPTIONS | P | 2024-12-31 | 2024-12-31 | $2,957,791 | $3,368,555 | -$410,764 | -$410,764 |
| CAPITAL GAINS DIVIDENDS | P | 2024-12-31 | 2024-12-31 | $133,112 | $133,112 | $133,112 | |
| CAPITAL GAIN ADJUSTMENT | P | 2024-12-31 | 2024-12-31 | $975 | $975 | $975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,512,237 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $409,561 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $409,561 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $409,561 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500,273 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $550,273 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $140,712 | OverpaymentAmt |
| Applied To ES Tax | $140,712 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC FOUNDATION SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE BOYERS | ||||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | CEO | 1.00 | $0 | $0 | $0 |
| BARBARA SULLIVAN | ||||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| JULIE MIKUTA | ||||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | BOARD MEMBER AND AUDIT CHA | 1.00 | $0 | $0 | $0 |
| CRISTINE DEBERRY | ||||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| AIDA BEKELE | ||||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 555 CALIFORNIA STREET 14TH FL | SAN FRANCISCO | CA | 94104 | INVESTMENT MGMT FEE | $338,272 |
| PACIFIC FOUNDATION SERVICES LLC | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | FOUNDATION MANAGEMENT FEES | $99,127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $102,226,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,337,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,563,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,563,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,553,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,010,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,100,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,100,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $409,561 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $355 | IncomeTaxAmt |
| Total Tax | $409,916 | TotalTaxAmt |
| Distributable Before Adj | $4,690,605 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,690,605 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,690,605 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,153,235 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,153,235 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,690,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,261,529 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,355,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,919,493 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,003,974 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,731,987 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,272,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,153,235 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,690,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,462,630 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,734,705 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,261,529 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,473,176 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,355,092 | ExcessFromYear4Amt |
| Excess From Year3 | $3,919,493 | ExcessFromYear3Amt |
| Excess From Year2 | $6,003,974 | ExcessFromYear2Amt |
| Excess From Year1 | $7,731,987 | ExcessFromYear1Amt |
| Excess From Current Year | $7,462,630 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALDER GRADUATE SCHOOL OF EDUCATION | ||||||||
| 2946 BROADWAY STREET SUITE B | REDWOOD CITY | CA | 94062 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| ALEXANDER TWILIGHT ACADEMY | ||||||||
| 195 W NEWTON ST UNIT 2 | BOSTON | MA | 02116 | NA | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ALL FIVE | ||||||||
| 1391 CHILCO STREET | MENLO PARK | CA | 94025 | NA | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AMBITION ANGELS | ||||||||
| 380 PORTAGE AVENUE | PALO ALTO | CA | 94306 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NA | PC | GENERAL OPERATING SUPPORT FOR NEXT EDUCATION WORKFORCE AT ASUS MARY LOU FULTON TEACHERS COLLEGE | $250,000 | |
| BAY EDUCATION FUND | ||||||||
| 2730 BRYANT STREET SECOND FLOOR | SAN FRANCISCO | CA | 94110 | NA | PC | GENERAL OPERATING SUPPORT | $1,108,696 | |
| BAY EDUCATION FUND | ||||||||
| 2730 BRYANT STREET SECOND FLOOR | SAN FRANCISCO | CA | 94110 | NA | PC | GENERAL OPERATING SUPPORT | $1,500,000 | |
| BOYS & GIRLS CLUBS OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| BRAVEN INC | ||||||||
| 100 N LASALLE STREET SUITE 310 | CHICAGO | IL | 60602 | NA | PC | FOR BAY AREA PROGRAMMING | $100,000 | |
| CAMBIAR EDUCATION | ||||||||
| 4653 CARMEL MOUNTAIN ROAD STE | SAN DIEGO | CA | 92130 | NA | PC | FOR THE GENERAL CHARITABLE PURPOSES OF ADAPTIVE COMMONS | $50,000 | 308-97 |
| CHILD MIND INSTITUTE INC | ||||||||
| 215 E 50TH ST | NEW YORK | NY | 10022 | NA | PC | TO SUPPORT THE FALL LUNCHEON | $10,000 | |
| CIRCUIT EPA | ||||||||
| 2120 EUCLID AVE | EAST PALO ALTO | CA | 94303 | NA | PC | GENERAL OPERATING SUPPORT | $210,000 | |
| CITY YEAR SAN JOSESILICON VALLEY | ||||||||
| 142 W SANTA CLARA ST | SAN JOSE | CA | 95113 | NA | PC | GENERAL OPERATING SUPPORT | $64,564 | |
| CITY YEAR SAN JOSESILICON VALLEY | ||||||||
| 142 W SANTA CLARA ST | SAN JOSE | CA | 95113 | NA | PC | 30TH ANNIVERSARY GALA | $25,000 | |
| CIVIC NEWS COMPANY | ||||||||
| 450 7TH AVENUE 32ND FLOOR | NEW YORK | NY | 10123 | NA | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COASTSIDE HOPE | ||||||||
| 248 MAIN STREET SUITE 200 | HALF MOON BAY | CA | 94019 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| COMMON SENSE MEDIA | ||||||||
| 699 8TH STREET SUITE C150 | SAN FRANCISCO | CA | 94103 | NA | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | NA | PC | FOR THE CHARITABLE PURPOSES OF TEAM ESFACE COMMUNITY FUND (#7022) | $7,000 | |
| COMMUNITY LEGAL SERVICES IN EAST PALO ALTO | ||||||||
| 1861 BAY ROAD | EAST PALO ALTO | CA | 94303 | NA | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| EDSOURCE | ||||||||
| 436 14TH ST SUITE 1005 | OAKLAND | CA | 94612 | NA | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| EDUCATION LEADERS OF COLOR | ||||||||
| 3680 WILSHIRE BOULEVARD STE P04 | LOS ANGELES | CA | 90010 | NA | PC | FOR THE CHARITABLE PURPOSES OF RECONSTRUCTION | $150,000 | 1052 |
| EDUCATION PIONEERS INC | ||||||||
| 68 HARRISON AVE STE 605 PMB 14991 | BOSTON | MA | 02111 | NA | PC | BAY AREA GENERAL OPERATING SUPPORT | $150,000 | |
| EDUCATION RESOURCE STRATEGIES INC | ||||||||
| 480 PLEASANT ST SUITE C200 | WATERTOWN | MA | 02472 | NA | PC | COALITION TO REIMAGINE TEACHING | $175,000 | |
| EDUCATORS FOR EXCELLENCE | ||||||||
| 80 PINE STREET 28TH FLOOR | NEW YORK | NY | 10005 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION | ||||||||
| 455 CAPITOL MALL SUITE 600 | SACRAMENTO | CA | 95814 | NA | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| FRANKLIN EDUCATION FORUM | ||||||||
| 800 MAINE AVE SW STE 400 | WASHINGTON | DC | 20024 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| HOPE CHICAGO INC | ||||||||
| 303 E WACKER DR STE 360 | CHICAGO | IL | 60601 | NA | PC | HOPECOMING EVENT | $10,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NA | PC | HALF FOR GENERAL OPERATING SUPPORT AND HALF TO SUPPORT THE CRISP COLLABORATIVE | $200,000 | |
| IMMIGRATION INSTITUTE OF THE BAY AREA (IIBA) | ||||||||
| 58 2ND ST - THIRD FLOOR | SAN FRANCISCO | CA | 94105 | NA | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| INNOVATE PUBLIC SCHOOLS | ||||||||
| 1400 PARKMOOR AVE STE 240 | SAN JOSE | CA | 95126 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| INSTRUCTION PARTNERS | ||||||||
| PO BOX 68461 | NASHVILLE | TN | 37206 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| INSTRUCTION PARTNERS | ||||||||
| PO BOX 68461 | NASHVILLE | TN | 37206 | NA | PC | MIDDLE SCHOOL MATH INITIATIVE | $100,000 | |
| KQED INC | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NA | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| LA RAZA CENTRO LEGAL - SAN FRANCISCO | ||||||||
| 474 VALENCIA STREET SUITE 295 | SAN FRANCISCO | CA | 94103 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LATINOS FOR EDUCATION INC | ||||||||
| 68 HARRISON AVE STE 605 PMB 91135 | BOSTON | MA | 02111 | NA | PC | BAY AREA EXPANSION | $100,000 | |
| LEADING EDUCATORS INC | ||||||||
| PO BOX 738151 ATTN DEVELOPMENT TEAM | DALLAS | TX | 75373 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| LEADING EDUCATORS INC | ||||||||
| PO BOX 738151 ATTN DEVELOPMENT TEAM | DALLAS | TX | 75373 | NA | PC | TOWARDS COALITION WORK | $34,686 | |
| LEGAL AID SOCIETY OF SAN MATEO COUNTY | ||||||||
| SOBRATO CENTER FOR NONPROFITS 330 | REDWOOD CITY | CA | 94065 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 | TWIN DOLPHIN DRIVE SUITE 123 |
| LIFEMOVES | ||||||||
| 2550 GREAT AMERICA WAY STE 201 | SANTA CLARA | CA | 95054 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| LOVE LIGHT AND MELODY A NOT FOR PROFIT CORPORATION | ||||||||
| 1942 BROADWAY STREET SUITE 314C | BOULDER | CO | 80302 | NA | PC | THE CONSTRUCTION OF THE ADDITIONAL BUILDING FOR ILEANAS SCHOOL OF HOPE | $10,000 | |
| MARTHAS VINEYARD CENTER FOR EDUCATION AND TRAINING INC | ||||||||
| 517 STATE ROAD | VINEYARD HAVEN | MA | 02568 | NA | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MARTHAS VINEYARD MUSEUM INC | ||||||||
| 151 LAGOON POND RD | VINEYARD HAVEN | MA | 02568 | NA | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIONAL CENTER FOR YOUTH LAW | ||||||||
| 1212 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | NA | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW LEADERS | ||||||||
| 101 W 23RD ST 300 | NEW YORK | NY | 10011 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| NEW SCHOOLS FUND | ||||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| NEW TEACHER CENTER | ||||||||
| PO BOX 80759 | CITY OF INDUSTRY | CA | 91716 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| NOTICEABILITY INC | ||||||||
| PO BOX 380617 | CAMBRIDGE | MA | 02238 | NA | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OAKLAND REACH | ||||||||
| 333 HEGENBERGER ROAD | OAKLAND | CA | 94621 | NA | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OUR AMERICAN FUTURE FOUNDATION | ||||||||
| PO BOX 15845 | WASHINGTON | DC | 20003 | NA | PC | FOR GENERAL OPERATING SUPPORT OF FUTURE FORWARD EDUCATION FUND | $250,000 | |
| PANGEA LEGAL SERVICES | ||||||||
| 391 SUTTER STREET SUITE 500 | SAN FRANCISCO | CA | 94108 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PLANNED PARENTHOOD MAR MONTE INC | ||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | NA | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PLAYWORKS EDUCATION ENERGIZED | ||||||||
| 1423 BROADWAY PMB 161 | OAKLAND | CA | 94612 | NA | PC | FOR THE CHARITABLE PURPOSES OF SUBSTANTIAL | $45,000 | |
| POLICY INNOVATORS IN EDUCATION NETWORK | ||||||||
| 5123 W 98TH ST 1209 | MINNEAPOLIS | MN | 55437 | NA | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NA | PC | FOR THE GRADUATE SCHOOL OF EDUCATION CASE DEVELOPMENT FUND (255-313799) | $125,000 | |
| PUBLIC IMPACT LLC | ||||||||
| 405 EAST MAIN STREET SUITE A | CARRBORO | NC | 27510 | NA | ER | FOR THE CHARITABLE PURPOSES OF EXPANDING OPPORTUNITY CULTURE'S WORK IN CALIFORNIA | $236,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NA | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NA | PC | 2024 SPRING EVENT SPONSORSHIP | $25,000 | |
| SACRED HEART SCHOOLS ATHERTON | ||||||||
| 150 VALPARAISO AVE | MENLO PARK | CA | 94025 | NA | GROUP | EDUCATING FOR A LIFETIME CAMPAIGN | $75,000 | |
| SACRED HEART SCHOOLS ATHERTON | ||||||||
| 150 VALPARAISO AVE | MENLO PARK | CA | 94025 | NA | GROUP | ANNUAL FUND | $15,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | NA | PC | FOR THE CAPITAL CAMPAIGN THAT WAS LAUNCHED IN 2021 | $10,000 | |
| SILICON SCHOOLS FUND | ||||||||
| 827 BROADWAY SUITE 300 | OAKLAND | CA | 94607 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| SOBRATO EARLY ACADEMIC LANGUAGE PROGRAM | ||||||||
| 521 VALLEY WAY | MILPITAS | CA | 95035 | NA | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| SOCIAL JUSTICE COLLABORATIVE | ||||||||
| 1832 2ND STREET | BERKELEY | CA | 94710 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SUGAR BOWL SKI TEAM & ACADEMY | ||||||||
| PO BOX 68 | NORDEN | CA | 95724 | NA | PC | GENERAL OPERATING SUPPORT | $32,000 | |
| TEACH FOR ALL INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NA | PC | GENERAL OPERATING SUPPORT, CAN BE USED TOWARD MATCH OR CHALLENGE GRANT | $200,000 | |
| TEACH FOR AMERICA INC | ||||||||
| PO BOX 745908 | LOS ANGELES | CA | 90074 | NA | PC | GENERAL OPERATING SUPPORT FOR TEACH FOR AMERICA, BAY AREA | $250,000 | |
| TEACH FOR AMERICA INC | ||||||||
| PO BOX 745908 | LOS ANGELES | CA | 90074 | NA | PC | TO SUPPORT THE 2024 TEACH FOR AMERICA, BAY AREA ANNUAL DINNER | $30,000 | |
| TEACH PLUS INCORPORATED | ||||||||
| ONE BEACON STREET 15TH FLOOR SUITE | BOSTON | MA | 02108 | NA | PC | GENERAL OPERATING SUPPORT | $250,000 | 500 |
| THE CHESHIRE PROJECT | ||||||||
| 950 ZENO ROAD | LINCOLN | VT | 05443 | NA | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| TIPPING POINT COMMUNITY | ||||||||
| 220 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | NA | PC | GENERAL OPERATING SUPPORT | $346,750 | |
| UCSF FOUNDATION | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NA | PC | TO SUPPORT NEUROSCAPE | $75,000 | |
| WEST CHOP COMMUNITY FUND INC | ||||||||
| PO BOX 2009 | VINEYARD HAVEN | MA | 02568 | NA | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WILL S WAY FOUNDATION | ||||||||
| 2027 W DIVISION ST 124 | CHICAGO | IL | 60622 | NA | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| WOODSIDE SCHOOL FOUNDATION | ||||||||
| 3195 WOODSIDE ROAD | WOODSIDE | CA | 94062 | NA | PC | ANNUAL FUND | $25,000 | |
| YWCA NORTH CENTRAL INDIANA | ||||||||
| 1102 FELLOWS STREET | SOUTH BEND | IN | 46601 | NA | PC | RUN JANE RUN EVENT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,546,696 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FIVE | |||||||
| 1391 CHILCO STREET | MENLO PARK | CA | 94025 | NA | PC | GENERAL OPERATING SUPPORT | $150,000 |
| AMBITION ANGELS | |||||||
| 380 PORTAGE AVENUE | PALO ALTO | CA | 94306 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 |
| EDUCATION PIONEERS INC | |||||||
| 68 HARRISON AVE STE 605 PMB 14991 | BOSTON | MA | 02111 | NA | PC | BAY AREA GENERAL OPERATING SUPPORT | $300,000 |
| EDVOICE INSTITUTE FOR RESEARCH AND EDUCATION | |||||||
| 455 CAPITOL MALL SUITE 600 | SACRAMENTO | CA | 95814 | NA | PC | GENERAL OPERATING SUPPORT | $300,000 |
| ENSEMBLE LEARNING | |||||||
| 12 SIERRA AVE | PIEDMONT | CA | 94611 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 |
| INNOVATE PUBLIC SCHOOLS | |||||||
| 1400 PARKMOOR AVE STE 240 | SAN JOSE | CA | 95126 | NA | PC | GENERAL OPERATING SUPPORT | $300,000 |
| LEARNERSTUDIO | |||||||
| 447 SUTTER STSUITE 405 572 | SAN FRANCISCO | CA | 94108 | NA | PC | GENERAL OPERATING SUPPORT | $50,000 |
| LIFEMOVES | |||||||
| 2550 GREAT AMERICA WAY STE 201 | SANTA CLARA | CA | 95054 | NA | PC | GENERAL OPERATING SUPPORT | $500,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NA | PC | FOR THE GRADUATE SCHOOL OF EDUCATION CASE DEVELOPMENT FUND (255-313799) | $125,000 |
| SACRED HEART SCHOOLS ATHERTON | |||||||
| 150 VALPARAISO AVE | MENLO PARK | CA | 94025 | NA | GROUP | EDUCATING FOR A LIFETIME CAMPAIGN | $225,000 |
| STREETCODE ACADEMY | |||||||
| PO BOX 51867 | EAST PALO ALTO | CA | 94303 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 |
| TEACH FOR ALL INC | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NA | PC | GENERAL OPERATING SUPPORT | $750,000 |
| WEST CHOP COMMUNITY FUND INC | |||||||
| PO BOX 2009 | VINEYARD HAVEN | MA | 02568 | NA | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,467,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,988,383 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$8,520,404 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$8,520,404 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRADLEY GERSTNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH ST 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $131,331,564 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SNOWFLAKE INC. | $25,980,188 | 2024-02-23 |
| 1 | SNOWFLAKE INC. | $25,671,250 | 2024-02-27 |
| 1 | SNOWFLAKE INC. | $25,784,640 | 2024-02-28 |
| 1 | UBER TECHNOLOGIES, INC. | $6,502,635 | 2024-02-23 |
| 1 | UBER TECHNOLOGIES, INC. | $6,302,400 | 2024-02-27 |
| 1 | UBER TECHNOLOGIES, INC. | $6,477,320 | 2024-02-28 |
| 1 | UBER TECHNOLOGIES, INC. | $33,283,292 | 2024-02-29 |
| 1 | SNOWFLAKE INC. | $664,986 | 2024-12-30 |
| 1 | UBER TECHNOLOGIES, INC. | $664,854 | 2024-12-30 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| PUBLIC IMPACT LLC | ||||||||||
| 405 EAST MAIN STREET SUITE A | CARRBORO | NC | 27510 | 2023-05-12 | $200,000 | FOR THE CHARITABLE PURPOSE OF EXPANDING THE OPPORTUNITY CULTURE WORK TO CALIFORNIA | $200,000 | NONE | 4/22/2024 | NO ACTION OR CHANGES |
| PUBLIC IMPACT LLC | ||||||||||
| 405 EAST MAIN STREET SUITE A | CARRBORO | NC | 27510 | 2024-03-28 | $236,000 | FOR THE CHARITABLE PURPOSES OF EXPANDING OPPORTUNITY CULTURE'S WORK IN CALIFORNIA. | $236,000 | NONE | 09/19/2025 | NO ACTION OR CHANGES |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY EQUITIES- #8357,#9108,#8491,#9380,#9668,#9669,#7187,#7188 | AT COST | $104,132,080 | $104,132,080 |
| ALTIMETER | AT COST | $5,478,026 | $5,478,062 |
| FIREWORK V. LP | AT COST | $1,433,951 | $1,433,951 |
| GREATER SHARE EDUCATION | AT COST | $1,302,237 | $1,302,237 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK / TAX DIFFERENCE - UNREALIZED GAIN/LOSS | Desc |
| Amt | $20,296,209 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $220 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $2,503 | $751 | $2,447 |
| LOSS FROM K-1 ALTIMETER GROWTH PARTNERS FUND VI LP | $0 | $178,397 | $0 |
| LOSS FROM K-1 FIREWORK VENTURES LP | $0 | $28,714 | $0 |
| LOSS FROM K-1 GREATER SHARE EDUCATION FUND | $0 | $65,384 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BLUE OWL CAPITAL INC. | $0 | $189,089 | $0 |
| BROOKFIELD INFRASTRUCTURE INCOME FUND INC. | $0 | $32,429 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX PAYABLE | $35,168 | $760,244 |
| DISCOUNT ON GRANTS PAYABLE | $0 | -$266,006 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $338,272 | $338,272 | $0 |
| FOUNDATION MANAGEMENT FEES | $99,127 | $14,869 | $84,258 |
| AUDIT & TAX PREPARATION FEES | $6,750 | $1,013 | $5,738 |
| OTHER PROFESSIONAL FEES | $590,817 | $88,622 | $502,194 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BRAD GERSTNER | |||
| ONE INTERNATIONAL PLACE SUITE 4610 | BOSTON | MA | 02110 |
| MICHELLE M BOYERS | |||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $390,036 | $0 | $0 |
| DEFERRED FEDERAL TAXES | $725,076 | $0 | $0 |
| FOREIGN TAXES | $1,424 | $0 | $0 |