SPRINGCREEK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SPRINGCREEK FOUNDATION (EIN 68-0344778)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201713179349100241
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T09:42:37-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MKR ACCOUNTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6927 Saroni Drive | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680344778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Springcreek Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Leventhal Kline Management Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPRI | BusinessNameControlTxt |
| Phone | 5108414123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Avenue | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marlis Corning Jansen | PersonNm |
| Person Title | VP/Secretary/Treasurer | PersonTitleTxt |
| Phone | 5108414123 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01023106 | PTIN |
| Phone | 5103380692 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.210.218.87 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 09:42:34 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 544523E70145B1EE4D4DF12539BB2F50E2BAD54E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,567,019 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $252 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $252 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $229,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $240,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $780,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,460 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $468,268 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $470,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $790,831 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $160,285 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $321,172 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $78,624 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,836 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,836 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,003 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,003 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $321,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,763 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $574,854 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $574,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $755,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $321,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $673,617 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$284,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $469,659 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $674,199 | CashBOYAmt |
| Cash EOY | $657,516 | CashEOYAmt |
| Cash EOYFMV | $657,516 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $87,911 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $80,779 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $80,779 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $13,312,150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,724,922 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,724,922 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $103,284 | OtherAssetsBOYAmt |
| Other Assets EOY | $103,802 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $103,802 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,177,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,567,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,567,019 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,302 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,068 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,302 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,068 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,172,242 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,563,951 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,172,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,563,951 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,177,544 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,567,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,172,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$284,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $676,413 | OtherIncreasesAmt |
| Subtotal | $14,563,951 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,563,951 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| U.S. Equity | P | $400,000 | $400,000 | $0 | $0 |
| SC Venture IV | P | $132,454 | $132,454 | $0 | $0 |
| SC Priv Eq I LP | P | $23,501 | $23,501 | $0 | $0 |
| SC Priv Eq FOF LP | P | $123,793 | $123,793 | $0 | $0 |
| R.E. Hldgs | P | $92,460 | $92,460 | $92,460 | |
| Tangible Assets | P | $6,590 | $6,590 | $0 | $0 |
| Lyme Forest III LP - Gross Sale | P | $2,030 | $2,030 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,460 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $689,011 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,236,914 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048396 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $594,412 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,583,041 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040760 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $645,157 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,256,900 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045252 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $691,698 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,091,317 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049087 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $735,759 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,947,871 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052751 | DistributionYr5Rt |
| Total Distribution | 0.236246 | TotalDistributionRt |
| Average Distribution | 0.047249 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,144,851 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $668,330 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,697 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $673,027 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $673,617 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,697 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,697 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,584 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $69,584 | TotalPaymentsAndCreditsAmt |
| Overpayment | $64,887 | OverpaymentAmt |
| Applied To ES Tax | $64,887 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.thespringcreekfoundation.org | WebsiteAddressTxt |
| Individual With Books | Harald Leventhal | IndividualWithBooksNm |
| Phone | 5108414123 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 University Avenue | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94710 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Maud-Alison Long | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | President/Director | 2.00 | $0 | $0 | $0 |
| Marlis Corning Jansen | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | V.P./Secretary/Treasurer | 2.00 | $0 | $0 | $0 |
| Harald Leventhal Not a Director | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Chief Financial Officer | 2.00 | $0 | $0 | $0 |
| Benita Kline Not a Director | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Assistant Secretary | 4.00 | $0 | $0 | $0 |
| Mark Grace | ||||||||
| 127 University Ave | Berkeley | CA | 94710 | Board Member | 2.00 | $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 |
|---|---|---|---|---|---|
| Leventhal Kline Management Inc | |||||
| 127 University Avenue | Berkeley | CA | 94710 | Foundation management | $101,334 |
| Sonen Capital | |||||
| 456 Montgomery Street 400 | San Francisco | CA | 94104 | Investment management | $56,326 |
| 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 | $14,136,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,360,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,360,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,144,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $707,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $707,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,697 | TotalTaxAmt |
| Distributable Before Adj | $702,546 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $702,546 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $702,546 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $673,617 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $673,617 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,697 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $668,920 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $702,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,311 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $42,959 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $93,270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $673,617 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $673,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $28,929 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,929 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $64,341 | 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 | $21,382 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,959 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,959 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (150 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Foundation for Tibetan Cultural Preservation | ||||||||
| 1085 Voyager Drive Box 1299 | Tehachapi | CA | 93581 | None | Public Charity | General Support-Tools for Peace | $1,000 | |
| American Red Cross | ||||||||
| PO Box 4002018 | Des Moines | IA | 503402018 | None | Public Charity | General Support | $1,000 | |
| Amherst College Trustees | ||||||||
| PO Box 5000 | Amherst | MA | 010025000 | None | Public Charity | Annual Fund | $500 | |
| Amnesty International USA | ||||||||
| 5 Penn Plaza 16th Floor | New York | NY | 10001 | None | Public Charity | General Support | $1,000 | |
| Amnesty International USA | ||||||||
| 5 Penn Plaza 16th Floor | New York | NY | 10001 | None | Public Charity | General Support | $1,000 | |
| Asian Art Museum Foundation of SF | ||||||||
| 200 Larkin Street | San Francisco | CA | 94102 | None | Public Charity | General Support | $1,000 | |
| Berkeley Repertory Theatre | ||||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | Public Charity | General Support | $2,500 | |
| Berkeley Repertory Theatre | ||||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | Public Charity | General Support | $2,500 | |
| Berkeley Repertory Theatre | ||||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | Public Charity | General Support | $2,500 | |
| Berkeley Repertory Theatre | ||||||||
| 999 Harrison Street | Berkeley | CA | 94710 | None | Public Charity | General Support | $2,500 | |
| Binghamton University Foundation | ||||||||
| PO Box 6005 | Binghamton | NY | 139026005 | None | Public Charity | Environmental Studies Account # 10721 | $20,000 | |
| Binghamton University Foundation | ||||||||
| PO Box 6005 | Binghamton | NY | 139026005 | None | Public Charity | Environmental Studies Account # 10721 | $12,000 | |
| California Film Institute | ||||||||
| 1001 Lootens Place Suite 220 | San Rafael | CA | 94901 | None | Public Charity | General Support | $5,000 | |
| California Film Institute | ||||||||
| 1001 Lootens Place Suite 220 | San Rafael | CA | 94901 | None | Public Charity | General Support | $1,000 | |
| Cascade Canyon School | ||||||||
| 102 Marinda Drive | Fairfax | CA | 94930 | None | Public Charity | Purchase of Kiln | $600 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | Public Charity | Ellen & Dixon Long Professorship | $5,124 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | Public Charity | Dixon & Ellen Long Professorship | $4,710 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | Public Charity | Dept. of Polical Science - Case Western Reserve University | $1,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | Public Charity | Ellen & Dixon Long Professorship | $5,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | Public Charity | Ellen & Dixon Long Professorship | $4,707 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | Public Charity | Ellen & Dixon Long Professorship | $4,706 | |
| Chamber Music San Francisco | ||||||||
| 1314 34th Avenue | San Francisco | CA | 941221309 | None | Public Charity | General Support | $3,500 | |
| City of Ketchum | ||||||||
| PO Box 2315 | Ketchum | ID | 83340 | None | Public Charity | Ketch'em Alive Summer Concert series | $1,000 | |
| Classical KDFC | ||||||||
| PO Box 6375 | Artesia | CA | 90702 | None | Public Charity | General Support | $1,000 | |
| Classical KDFC | ||||||||
| PO Box 6375 | Artesia | CA | 90702 | None | Public Charity | General Support | $650 | |
| Clay & Glass Arts Foundation | ||||||||
| 916 El Rio Drive | San Jose | CA | 95125 | None | Public Charity | General Support | $500 | |
| Community School | ||||||||
| PO Box 2118 | Sun Valley | ID | 83353 | None | Public Charity | General Support | $2,000 | |
| Community School | ||||||||
| PO Box 2118 | Sun Valley | ID | 83353 | None | Public Charity | General Support | $679 | |
| Corporation of the Fine Arts Museums | ||||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | None | Public Charity | General Support | $1,000 | |
| Corporation of the Fine Arts Museums | ||||||||
| 50 Hagiwara Tea Garden Drive | San Francisco | CA | 94118 | None | Public Charity | General Support | $2,500 | |
| Cove Community Garden co Corte Madera Community Foundation | ||||||||
| PO Box 7109 | Corte Madera | CA | 94976 | None | Public Charity | Cove Community Garden | $4,000 | |
| Craft Emergency Relief Fund Inc | ||||||||
| 535 Stone Cutters Way Suite 202 | Montpelier | VT | 05602 | None | Public Charity | General Support | $500 | |
| Crissy Field Dog Group Inc | ||||||||
| PO Box 10726 | San Rafael | CA | 94912 | None | Public Charity | General Support | $400 | |
| Di Rosa Preserve | ||||||||
| 5200 Carneros Highway | Napa | CA | 94559 | None | Public Charity | General Support | $1,500 | |
| Di Rosa Preserve | ||||||||
| 5200 Carneros Highway | Napa | CA | 94559 | None | Public Charity | Marketing and Communication | $5,000 | |
| EarthSky | ||||||||
| 1259 Sanders | Kyle | TX | 78640 | None | Public Charity | General Support | $1,000 | |
| Environmental Defense Fund | ||||||||
| 1875 Connecticut Avenue NW | Washington | DC | 20009 | None | Public Charity | Research & Action on Climate Change & Global Warming | $7,000 | |
| Festival Napa Valley | ||||||||
| 1850 Soscol Avenue Suite 205 | Napa | CA | 94559 | None | Public Charity | Leadership Council | $4,161 | |
| Festival Napa Valley | ||||||||
| 1850 Soscol Avenue Suite 205 | Napa | CA | 94559 | None | Public Charity | General Support | $6,000 | |
| Flourish Foundation | ||||||||
| PO Box 2429 | Ketchum | ID | 83340 | None | Public Charity | Community School Program | $6,000 | |
| Flourish Foundation | ||||||||
| PO Box 2429 | Ketchum | ID | 83340 | None | Public Charity | Community School Program - Final Payment | $3,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| Fort Mason Building 201 | San Francisco | CA | 94123 | None | Public Charity | General Support | $1,000 | |
| Golden Gate National Parks Conservancy | ||||||||
| Fort Mason Building 201 | San Francisco | CA | 94123 | None | Public Charity | General Support | $500 | |
| Golden Gate National Parks Conservancy | ||||||||
| Fort Mason Building 201 | San Francisco | CA | 94123 | None | Public Charity | General Support | $1,000 | |
| Harvard Magazine Inc | ||||||||
| 7 Ware Street | Cambridge | MA | 02138 | None | Public Charity | General Support | $500 | |
| Heroes' Voices | ||||||||
| 135 Terra Vista | San Francisco | CA | 94155 | None | Public Charity | General Support | $1,000 | |
| Hopital Albert Schweitzer | ||||||||
| 2840 Liberty Avenue Suite 201 | Pittsburgh | PA | 15222 | None | Public Charity | Dr. Charles K. Morris Haiti Program | $1,000 | |
| Idaho's Bounty | ||||||||
| PO Box 45755 | Boise | ID | 83711 | None | Public Charity | General Support | $1,000 | |
| KDFC San Francisco Classical | ||||||||
| 201 3rd Street Suite 1200 | San Francisco | CA | 94103 | None | Public Charity | General Support | $1,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | Public Charity | General Support-Radio & Television | $4,000 | |
| KQED | ||||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | Public Charity | General Support | $1,000 | |
| Marin Academy | ||||||||
| 1600 Mission Avenue | San Rafael | CA | 94901 | None | Public Charity | Swimming Pool Maintenance | $2,500 | |
| Marin Agricultural Land Trust | ||||||||
| PO Box 809 | Pt Reyes Station | CA | 94956 | None | Public Charity | General Support | $500 | |
| Marin Agricultural Land Trust | ||||||||
| PO Box 809 | Pt Reyes Station | CA | 94956 | None | Public Charity | General Support | $2,000 | |
| Marin Theatre Company | ||||||||
| 397 Miller Avenue | Mill Valley | CA | 949412885 | None | Public Charity | General Support | $1,000 | |
| Marin Theatre Company | ||||||||
| 397 Miller Avenue | Mill Valley | CA | 949412885 | None | Public Charity | General Support | $25,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | Public Charity | General Support | $5,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | Public Charity | General Support | $5,000 | |
| Moab Music Festival Inc | ||||||||
| 58 East 300 South | Moab | UT | 84532 | None | Public Charity | General Support | $5,000 | |
| Myotonic Dystrophy Foundation | ||||||||
| 1004-A OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | General Support | $2,500 | |
| Myotonic Dystrophy Foundation | ||||||||
| 1004-A OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | General Support | $1,000 | |
| Natural Resources Defense Council Inc | ||||||||
| 40 West 20th Street | New York | NY | 10011 | None | Public Charity | Programs on Climate Change & Global Warming | $7,000 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | Public Charity | General Support | $876 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | Public Charity | General Support | $805 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | Public Charity | General Support | $804 | |
| New Dramatists Inc | ||||||||
| 424 West 44th Street | New York | NY | 10036 | None | Public Charity | General Support | $804 | |
| Northern Sierra Partnership | ||||||||
| 564A Santa Rita Avenue | Palo Alto | CA | 94301 | None | Public Charity | General Support | $700 | |
| OPAL Community Land Trust | ||||||||
| 286 Enchanted Forest Road | Eastsound | WA | 98245 | None | Public Charity | Operating Support | $1,500 | |
| OPAL Community Land Trust | ||||||||
| 286 Enchanted Forest Road | Eastsound | WA | 98245 | None | Public Charity | Operating Support | $1,000 | |
| Pacific Forest Trust Inc | ||||||||
| 1001-A OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | Mt. Shasta Headwaters Project | $5,000 | |
| Pesticide Action Network | ||||||||
| 1611 Telegraph Ave Ste 1200 | Oakland | CA | 94612 | None | Public Charity | General support | $900 | |
| Planned Parenthood Shasta Pacific | ||||||||
| 2185 Pacheco Street | Concord | CA | 94540 | None | Public Charity | General Support | $500 | |
| Planned Parenthood Shasta Pacific | ||||||||
| 2185 Pacheco Street | Concord | CA | 94540 | None | Public Charity | Marin County Youth Educator | $10,000 | |
| Point Blue Conservation Science | ||||||||
| 3820 Cypress Drive Ste 11 | Petaluma | CA | 94954 | None | Public Charity | General Support | $1,000 | |
| Portola Valley School Foundation | ||||||||
| 4575 Alpine Road | Portola Valley | CA | 94028 | None | Public Charity | General Support | $2,000 | |
| Portola Valley School Foundation | ||||||||
| 4575 Alpine Road | Portola Valley | CA | 94028 | None | Public Charity | General Support | $2,000 | |
| Presidio Graduate School | ||||||||
| 1202 Ralston Avenue Suite 300 | San Francisco | CA | 94129 | None | Public Charity | Support Food Systems Certificate Program | $7,500 | |
| Radcliffe Institute for Advanced Study | ||||||||
| 10 Garden Street | Cambridge | MA | 02138 | None | Public Charity | General Support | $1,000 | |
| Rainforest Action Network | ||||||||
| 425 Bush Street Suite 300 | San Francisco | CA | 94108 | None | Public Charity | Castellano/Ritz Challenge Grant | $2,000 | |
| Resource Renewal Institute | ||||||||
| 187 East Blithedale Avenue | Mill Valley | CA | 94941 | None | Public Charity | General Support | $5,000 | |
| Robert Mondavi Institute | ||||||||
| 1023 Sensory Building 392 Old Davis | Davis | CA | 95616 | None | Public Charity | Honey & Pollination Center | $50,000 | Road |
| San Francisco Ballet Association | ||||||||
| 455 Franklin Street 3rd Floor | San Francisco | CA | 94102 | None | Public Charity | General Support | $3,000 | |
| San Francisco Museum of Modern Art | ||||||||
| 151 Third Street | San Francisco | CA | 94103 | None | Public Charity | General Support | $2,000 | |
| San Francisco Opera Association | ||||||||
| 301 Van Ness Avenue | San Francisco | CA | 94102 | None | Public Charity | Support - Madame Butterfly | $5,000 | |
| San Francisco Symphony | ||||||||
| 201 Van Ness Avenue | San Francisco | CA | 94102 | None | Public Charity | General Support | $3,000 | |
| San Francisco Symphony | ||||||||
| 201 Van Ness Avenue | San Francisco | CA | 94102 | None | Public Charity | General Support | $12,000 | |
| San Juan Preservation Trust | ||||||||
| PO Box 759 | Friday Harbor | WA | 98250 | None | Public Charity | Annual Membership | $1,000 | |
| Sawtooth Botanical Garden Inc | ||||||||
| PO BOX 928 | Sun Valley | ID | 83353 | None | Public Charity | Advisory Council | $100 | |
| Sawtooth Botanical Garden Inc | ||||||||
| PO BOX 928 | Sun Valley | ID | 83353 | None | Public Charity | Purchase of Local Food for 2016 Gala | $2,880 | |
| Sawtooth Botanical Garden Inc | ||||||||
| PO Box 928 | Sun Valley | ID | 83353 | None | Public Charity | Paddle Up 2016 | $400 | |
| SF-Marin Food Bank | ||||||||
| 75 Digital Drive | Novato | CA | 94949 | None | Public Charity | General Support | $1,000 | |
| SheCan | ||||||||
| 1050 Court Street | San Rafael | CA | 94901 | None | Public Charity | Support - Revolution 2.0 Event | $5,000 | |
| Sierra Club Foundation | ||||||||
| 2101 Webster Street Suite 1250 | Oakland | CA | 94612 | None | Public Charity | Programs on Climate Change & Global Warming | $7,000 | |
| Sierra Club Foundation | ||||||||
| 2101 Webster Street Suite 1250 | Oakland | CA | 94612 | None | Public Charity | Marin County Programs | $1,000 | |
| Squaw Valley Community of Writers | ||||||||
| PO Box 1416 | Nevada City | CA | 959591416 | None | Public Charity | General Support | $1,000 | |
| St Thomas Playhouse | ||||||||
| POBox 1070 | Sun Valley | ID | 83353 | None | Public Charity | SPACC Scholarships | $2,800 | |
| Stone Soup Kitchen co MarinLink | ||||||||
| 5800 Northgate Mall Suite 250 | San Rafael | CA | 94903 | None | Public Charity | Stone Soup Marin | $1,000 | |
| Sun Valley Center for the Arts | ||||||||
| PO Box 656 | Sun Valley | ID | 83353 | None | Public Charity | Company of Fools - General Support | $5,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | Public Charity | Local Food Alliance - General Support | $10,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | Public Charity | Local Food Alliance - General Support | $1,500 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | Public Charity | Consulting Fee Support | $1,375 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | Public Charity | LLC Screening Cash | $398 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | Public Charity | Local Food Alliance - General Support | $4,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | Public Charity | Local Food Alliance - General Support | $10,000 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | Public Charity | Family Wellness Weekend | $250 | |
| Sun Valley Institute for Resilience | ||||||||
| PO Box 5569 | Ketchum | ID | 83340 | None | Public Charity | Local Food Alliance - General Support | $15,000 | |
| Syringa Mountain School | ||||||||
| 4021 Glenbrook Drive | Hailey | ID | 83333 | None | Public Charity | Grain Bed Fence | $300 | |
| Syringa Mountain School | ||||||||
| 4021 Glenbrook Drive | Hailey | ID | 83333 | None | Public Charity | Hoe Down Paddle Up | $700 | |
| The Bay School of San Francisco | ||||||||
| 35 Keyes Avenue | San Francisco | CA | 94129 | None | Public Charity | General Support | $2,000 | |
| The Center for Food Safety | ||||||||
| 303 Sacramento St 2nd Floor | San Francisco | CA | 94111 | None | Public Charity | General Support | $2,000 | |
| The Center for Food Safety | ||||||||
| 303 Sacramento St 2nd Floor | San Francisco | CA | 94111 | None | Public Charity | Soil Solutions Program | $5,000 | |
| The diaTribe Foundation | ||||||||
| 804 Haight Street | San Francisco | CA | 94117 | None | Public Charity | General Support | $800 | |
| The Hunger Coalition | ||||||||
| 121 Honeysuckle Street | Bellevue | ID | 83313 | None | Public Charity | Community Food Assessment | $560 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | General Support | $6,250 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | General Support | $6,250 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | General Support | $5,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | The Endowment Fund | $10,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | Support Origin Stories | $10,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | Cambridge Symposium | $1,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | Matching Gift - Million Dollar Challenge | $1,196 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | Frank Brown Fund | $1,000 | |
| The Leakey Foundation | ||||||||
| 1003-B OReilly Avenue | San Francisco | CA | 94129 | None | Public Charity | The Endowment Fund | $3,500 | |
| The MAVEN Project | ||||||||
| PO Box 156781 | San Francisco | CA | 94115 | None | Public Charity | General Support | $1,000 | |
| The Nature Conservancy | ||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 222031606 | None | Public Charity | Programs on Climate Change & Global Warming | $7,000 | |
| The New School of San Francisco | ||||||||
| 2929 19th Street | San Francisco | CA | 94110 | None | Public Charity | General Support | $10,000 | |
| The Philanthropy Workshop West | ||||||||
| One Letterman Drive Bldg D Suite | San Francisco | CA | 94129 | None | Public Charity | Angelfood Network | $860 | D3100 |
| The Philanthropy Workshop West | ||||||||
| One Letterman Drive Bldg D Suite | San Francisco | CA | 94129 | None | Public Charity | General Support | $5,000 | D3100 |
| The Stone Age Institute | ||||||||
| POBox 5097 | Bloomington | IN | 47407 | None | Public Charity | General Support | $2,000 | |
| The Stone Age Institute | ||||||||
| POBox 5097 | Bloomington | IN | 47407 | None | Public Charity | General Support | $5,000 | |
| The Stone Age Institute | ||||||||
| POBox 5097 | Bloomington | IN | 47407 | None | Public Charity | General Support | $4,000 | |
| The Stone Age Institute | ||||||||
| POBox 5097 | Bloomington | IN | 47407 | None | Public Charity | Begouen Foundation | $9,000 | |
| Trees for the Future Inc | ||||||||
| 1400 Spring Street Suite 150 | Silver Spring | MD | 20910 | None | Public Charity | General Support | $1,500 | |
| Trees for the Future Inc | ||||||||
| 1400 Spring Street Suite 150 | Silver Spring | MD | 20910 | None | Public Charity | General Support | $1,000 | |
| Trust for Public Land | ||||||||
| 101 Montgomery Street Suite 900 | San Francisco | CA | 94104 | None | Public Charity | Programs on Climate Change & Global Warming | $7,000 | |
| Trustees of Columbia University | ||||||||
| 211 Low Library 535 West 116th | New York | NY | 10027 | None | Public Charity | East Asian Institute | $500 | Street |
| Trustees of Tufts College | ||||||||
| Tufts University Ballou Hall 4th | Medford | MA | 02155 | None | Public Charity | Fletcher School of Law | $500 | Floor |
| Walnut Hills High School Alumni Fdn | ||||||||
| 3250 Victory Parkway | Cincinnati | OH | 45207 | None | Public Charity | General Support | $834 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | Public Charity | Maintenance of Long House | $3,658 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | Public Charity | ELISA Program | $10,000 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | Public Charity | Support Robert F. & Velia Pryce Chair | $25,000 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | Public Charity | Maintenance of Long House | $3,363 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | Public Charity | Maintenance of Long House | $3,360 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | Public Charity | Support Robert F. and Velia Pryce Chair | $19,934 | |
| Western Reserve Academy | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | Public Charity | Maintenance of the Long House | $3,360 | |
| Wildcare | ||||||||
| 76 Albert Park Lane | San Rafael | CA | 94901 | None | Public Charity | Support Hungry Owl Project | $1,000 | |
| Wood River Women's Charitable Foundation | ||||||||
| PO Box 3686 | Ketchum | ID | 83340 | None | Public Charity | Membership Dues - $1,000 & Admin Fees - $100 | $1,100 | |
| Woodside Priory School | ||||||||
| 302 Portola Road | Portola Valley | CA | 94028 | None | Public Charity | General Support | $1,000 | |
| Woodside Priory School | ||||||||
| 302 Portola Road | Portola Valley | CA | 94028 | None | Public Charity | General Support | $2,500 | |
| World Wildlife Fund Inc | ||||||||
| 1250 24th Street NW | Washington | DC | 20037 | None | Public Charity | General Support | $1,000 | |
| Zyzzyva Inc | ||||||||
| 57 Post Street Suite 604 | San Francisco | CA | 94104 | None | Public Charity | General Support | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $574,854 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,851 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $240,556 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $470,659 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $470,659 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and auditing | CategoryTxt |
| Amt | $9,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,300 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Pimco All Asset All Auth Fund Instl Cl | FMV | $823,210 | $823,210 |
| Springcreek Hedge Fund II, L.P. | FMV | $13,666 | $13,666 |
| WHC Venture 2009-1 (Greylock Ptrs XII) | FMV | $929,805 | $929,805 |
| Springcreek Venture I, L.P. | FMV | $505,193 | $505,193 |
| Springcreek Venture IV, L.P. | FMV | $498,201 | $498,201 |
| Springcreek Private Equity Fund | FMV | $173,517 | $173,517 |
| Springcreek Priv. Equity FOF 2007, L.P. | FMV | $488,797 | $488,797 |
| Beartooth Capital II | FMV | $26,408 | $26,408 |
| Menlo Realty III TE, LP | FMV | $41,994 | $41,994 |
| Carlyle/Riverstone Renewable Energy I | FMV | $0 | $0 |
| Lyme Forest Fund III TE, LP | FMV | $61,818 | $61,818 |
| Ecosystem Investment Partnership II LP | FMV | $61,834 | $61,834 |
| Rebeco Boston Partners Long/Short Equity Instl | FMV | $1,005,595 | $1,005,595 |
| John Hancock Global Absol Return Strat FD CL I | FMV | $496,457 | $496,457 |
| WHC Venture 2013 LP | FMV | $426,215 | $426,215 |
| Global Fixed Income Fund 2013 | FMV | $3,551,004 | $3,551,004 |
| Global Public Equity Fund 2013 | FMV | $3,709,950 | $3,709,950 |
| RSF Food and Agriculture Note | FMV | $48,669 | $48,669 |
| Microvest (Formerly Minlam Offshore Fund) | FMV | $114,724 | $114,724 |
| Credit Suisse Commodity RTRN Strat Instl FD | FMV | $362,899 | $362,899 |
| Sonen Global Sustainable Real Assets Fund | AT COST | $282,288 | $282,288 |
| MEARF | AT COST | $102,678 | $102,678 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program related investments | Desc |
| BOY Book Value | $103,284 | BOYBookValueAmt |
| EOY Book Value | $103,802 | EOYBookValueAmt |
| EOYFMV | $103,802 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous expenses | Desc |
| Revenue And Expenses Per Books | $8,003 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,003 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains on investments | Desc |
| Amt | $676,413 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other professional services | $103,959 | $25,333 | $78,624 |
| Other investment expense | $56,326 | $295,839 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax on investment income | CategoryTxt |
| Amt | $85 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |