JAMES IRVINE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JAMES IRVINE FOUNDATION (EIN 94-1236937)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349103010
- Schema version
- 2015v2.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T16:24:20-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 17TH STREET 3300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941236937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The James Irvine Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN R JENKS CIO/TREAS | InCareOfNm |
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 4157772244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BUSH STREET SUITE 800 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R JENKS | PersonNm |
| Person Title | CIO/TREASURER | PersonTitleTxt |
| Phone | 4157772244 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLEY SIMON | PreparerPersonNm |
| PTIN | P00791436 | PTIN |
| Phone | 7209314000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,185,767,087 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,686,186 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,179,248 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,852,594 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,638,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,166,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $287,970,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,996,931 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $11,451 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | -$1,288,939 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,785,345 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $137,416,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,599,602 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,451 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,244,085 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $922,928 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,068,156 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,037,053 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,507,506 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,115,608 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,291,409 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $440,183 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,726,580 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $86,952 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $23,406 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $56,792 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $272,964 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $117,565 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $136,851 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,851,856 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,818,334 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,540,221 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $71,601 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $73,272 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,622,182 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $654,626 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $130,925 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,008,613 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $157,732 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $994,118 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $678,495 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $101,656 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $543,937 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $41,379 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $20,406 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $15,501 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,790,880 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,897,745 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,263,425 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,652,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,138,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,534,461 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,049,609 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,603,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,701,704 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,138,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,137,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,714,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,461,216 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,451 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,376 | CashBOYAmt |
| Cash EOY | $57,388 | CashEOYAmt |
| Cash EOYFMV | $57,388 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,471,355 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,169,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,169,301 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,645,002 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,913,228 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,645,002 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,645,002 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $58,888,783 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $60,753,673 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $60,753,673 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $307,954,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $279,082,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $279,082,962 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $64,373,918 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $62,082,001 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $62,082,001 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,580,472,095 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,654,760,748 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,654,760,748 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,166,253 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,583,755 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,097,975 | LandBOYAmt |
| Land EOY | $2,582,498 | LandEOYAmt |
| Land EOYFMV | $2,582,498 | LandEOYFMVAmt |
| Other Assets BOY | $54,517,676 | OtherAssetsBOYAmt |
| Other Assets EOY | $65,633,514 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $65,633,514 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,132,701,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,185,767,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,185,767,087 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $42,644,225 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,854,915 | AccountsPayableEOYAmt |
| Grants Payable BOY | $18,659,706 | GrantsPayableBOYAmt |
| Grants Payable EOY | $52,112,258 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $61,735,255 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $72,097,159 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $123,039,186 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $130,064,332 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,009,662,447 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,055,702,755 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,009,662,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,055,702,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,132,701,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,185,767,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,009,662,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,714,853 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,517,299 | OtherIncreasesAmt |
| Subtotal | $2,055,894,599 | SubtotalAmt |
| Other Decreases | $191,844 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,055,702,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES/OTHER | P | $148,695,923 | $108,607,885 | $40,088,038 | $40,088,038 |
| NON PUBLICLY TRADED SECURITIES | $127,942,628 | $20,885,531 | $107,057,097 | $107,057,097 | |
| MBS PAYDOWN/UP | $10,962,793 | $11,479,985 | -$517,192 | -$517,192 | |
| PROCEEDS FROM CLASS ACTIONS | $368,988 | $0 | $368,988 | $368,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,996,931 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,381,217 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,910,170,131 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051504 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,546,058 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,723,060,503 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051389 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,006,472 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,565,962,481 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052368 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,370,818 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,552,600,432 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047257 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,404,615 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,433,272,317 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047726 | DistributionYr5Rt |
| Total Distribution | 0.250244 | TotalDistributionRt |
| Average Distribution | 0.050049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,069,215,498 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $103,562,166 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,514,612 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,076,778 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,390,240 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,029,224 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,029,224 | SubtotalAmt |
| Tax Based On Investment Income | $3,029,224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,827,536 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,827,536 | TotalPaymentsAndCreditsAmt |
| Overpayment | $798,312 | OverpaymentAmt |
| Applied To ES Tax | $798,312 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.IRVINE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN R JENKS CIOTREAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4157772244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BUSH ST STE 800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | EG | ForeignCountryCd |
| Foreign Country | HU | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | MY | ForeignCountryCd |
| Foreign Country | PK | ForeignCountryCd |
| Foreign Country | RS | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | TU | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD J HOWARD | ||||||||
| ONE BUSH STREET SUITE 800 | San Francisco | CA | 94104 | PRES/CEO/DIR | 50.0 | $501,195 | $125,870 | $6,120 |
| JOHN R JENKS | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | TREASURER/CIO | 50.0 | $1,351,195 | $105,648 | $2,825 |
| DANIEL O SILVERMAN | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | CORP SECTY / VP FOR STRATEG SV | 50.0 | $296,195 | $91,359 | $6,125 |
| GREGORY M AVIS | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | CHAIRMAN/DIRECTOR | 3.0 | $0 | $0 | $0 |
| ISAAC STEIN | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 3.0 | $0 | $0 | $0 |
| JANE W CARNEY | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 2.0 | $10,000 | $0 | $0 |
| KAFI D BLUMENFIELD | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 2.0 | $5,000 | $0 | $0 |
| LYDIA M VILLAREAL | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 3.0 | $10,000 | $0 | $0 |
| PAULA A CORDEIRO | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 2.0 | $10,000 | $0 | $0 |
| REGINA LIANG MUELHAUSER | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 3.0 | $10,000 | $0 | $0 |
| ROBERT E DENHAM | ||||||||
| ONE BUSH STREET SUITE 800 | San Francisco | CA | 94104 | DIRECTOR | 2.0 | $10,000 | $0 | $0 |
| STEVEN A SCHROEDER | ||||||||
| ONE BUSH STREET SUITE 800 | San Francisco | CA | 94104 | VICE CHAIRMAN/DIRECTOR | 3.0 | $10,000 | $0 | $0 |
| ULTIMINIO RIOS | ||||||||
| ONE BUSH STREET SUITE 800 | San Francisco | CA | 94104 | DIRECTOR | 2.0 | $18,500 | $0 | $0 |
| VIRGIL ROBERTS | ||||||||
| ONE BUSH STREET SUITE 800 | San Francisco | CA | 94104 | DIRECTOR | 2.0 | $12,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MALCOLM C GOEPFERT | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | DIR OF INVESTMENTS | 50.0 | $701,195 | $106,005 | $1,886 |
| ANNE STANTON-MALONE | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | PROGRAM DIRECTOR | 50.0 | $320,947 | $50,587 | $68 |
| AMY DOMINGUEZ-ARMS | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | PROGRAM DIRECTOR | 50.0 | $276,195 | $88,303 | $1,800 |
| MARY JOSEPHINE RAMIREZ | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | PROGRAM DIRECTOR | 50.0 | $231,135 | $81,793 | $720 |
| EKTA CHOPRA | ||||||||
| ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94014 | PROGRAM DIRECTOR | 50.0 | $228,403 | $62,840 | $1,815 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SILCHESTER INTERNATIONAL | |||||
| 780 THIRD AVENUE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGER | $589,507 |
| Primecap Management Co | |||||
| 177 E Colorado Blvd | PASADENA | CA | 91105 | INVESTMENT MANAGER | $560,417 |
| Lazard Asset Management | |||||
| 30 Rockefeller Plaza | NEW YORK | NY | 10012 | INVESTMENT MANAGER | $502,089 |
| Deloitte Consulting LLP | |||||
| 4022 Sells Drive | HERMITAGE | TN | 37076 | Program Consulting | $466,283 |
| Westwood Global | |||||
| One Financial Center Suite 1620 | BOSTON | MA | 02111 | INVESTMENT MANAGER | $448,205 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION-ADMINISTERED PROJECT TO SELECT AND RECOGNIZE CALIFORNIA LEADERS WHO PROMOTE EFFECTIVELY SOLUTIONS TO CRITICAL ISSUES FOR CALIFORNIA'S FUTURE | Description1Txt |
| Expenses1 | $358,410 | Expenses1Amt |
| Description2 | FOUNDATION-ADMINISTERED PROJECT TO ASSIST ARTS ORGANIZATIONS AS A PART OF THE STRENGTHENING PHASE OF THE ARTS GRANT MAKING STRATEGY | Description2Txt |
| Expenses2 | $322,894 | Expenses2Amt |
| Description3 | FOUNDATION-ADMINISTERED PROJECT TO PROMOTE LINKED LEARNING IN CALIFORNIA AND THE BRIDGING THE GAP INITIATIVE THROUGH STRATEGIC COMMUNICATIONS ACTIVITIES | Description3Txt |
| Expenses3 | $245,500 | Expenses3Amt |
| Description4 | FOR A FOUNDATION-ADMINISTERED PROJECT TO SUPPORT THE LINKED LEARNING LEAD GRANTEES, PARTNERS, AND STAKEHOLDERS FOR VISION 2020 AND POSTSECONDARY REFORMS IN CALIFORNIA | Description4Txt |
| Expenses4 | $207,481 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT SUCCESS HOUSING FIRST INITIATIVE FOR THE DEVELOPMENT AND PROVISION OF PERMANENT SUPPORTIVE HOUSING SERVICES FOR CHRONICALLY HOMELESS POPULATION IN SANTA CLARA COUNTY. | Description1Txt |
| Expenses1 | $138,829 | Expenses1Amt |
| Total | $138,829 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,062,643,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,771,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,311,470 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,100,726,394 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,100,726,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,510,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,069,215,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,460,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,460,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,029,224 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $441,209 | IncomeTaxAmt |
| Total Tax | $3,470,433 | TotalTaxAmt |
| Distributable Before Adj | $99,990,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,451 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,001,793 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,001,793 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,137,658 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $138,829 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $113,753 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $51,390,240 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $51,390,240 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,001,793 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,732,347 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,390,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,732,347 | AppliedToYear1Amt |
| Applied To Current Year | $33,657,893 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $66,343,900 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WE ACCEPT APPLICATIONS THROUGH OUR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WEBSITEIRVINEORG/FOR-GRANTSEEKERS | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4157772244 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS OF INQUIRY MAY BE SUBMITTED THE FOLLOWING WEBSITE: IRVINE.ORG/FOR-GRANTSEEKERS INFORMATION REQUESTED INCLUDES ORGANIZATION BACKGROUND, PROJECT DESCRIPTION, FIT WITH IRVINE'S PRIORITIES, CONNECTION OF THE PROJECT TO THE ORGANIZATION'S MISSION, A LIST OF FUNDERS, AND A LIST OF THE ORGANIZATION'S BOARD OF DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTERS OF INQUIRY: CALIFORNIA DEMOCRACY AND YOUTH PROGRAMS: WE ACCEPT INQUIRIES ON A ROLLING BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ELIGIBILITY TO BE CONSIDERED FOR A GRANT, YOUR ORGANIZATION OR PROJECT MUST: 1. BE CLASSIFIED AS A PUBLIC CHARITY AND TAX EXEMPT UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. 2. BENEFIT CALIFORNIA. OUR INDENTURE OF TRUST RESTRICTS OUR GRANTMAKING TO PROGRAMS AND ORGANIZATIONS THAT DIRECTLY BENEFIT THE PEOPLE OF CALIFORNIA. 3. BE PRIMARILY INDEPENDENT FROM GOVERNMENT SUPPORT. WHEN JAMES IRVINE ESTABLISHED THE FOUNDATION IN 1937, HE STIPULATED THAT HIS FUNDS "SHALL BE USED FOR SUCH CHARITIES AS DO NOT ENJOY SUBSTANTIAL SUPPORT THROUGH TAXATION." BASED ON THIS RESTRICTION, WE REFRAIN FROM MAKING GRANTS TO PUBLIC AGENCIES OR ORGANIZATIONS THAT RECEIVE MORE THAN 50 PERCENT OF THEIR REVENUE FROM GOVERNMENT DONATIONS. IN RARE INSTANCES, AN ORGANIZATION THAT IS INELIGIBLE BY THESE CRITERIA MAY BE INVITED BY THE FOUNDATION TO SUBMIT A PROPOSAL FOR A SPECIFIC PROJECT. THIS MIGHT INCLUDE AN ORGANIZATION THAT IS NOT CLASSIFIED AS A 501(C)(3), OR A PUBLIC AGENCY THAT IS CONDUCTING A DISCRETE, PRIVA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (418 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826 Valencia | |||||||
| 826 Valencia Street | San Francisco | CA | 94110 | NA | PC | for activities in California | $2,275 |
| A Better Chance Inc | |||||||
| 253 W 35th Street 6th Floor | New York | NY | 10001 | NA | PC | for support of California-based projects | $1,000 |
| A Home Within Inc | |||||||
| 2255 Van Ness Ave Ste 203 | San Francisco | CA | 94109 | NA | PC | for support of activities in California | $5,000 |
| Abundant Place | |||||||
| 412 Davis Street | Vacaville | CA | 95688 | NA | PC | To sponsor an event | $2,500 |
| Academy for Grassroots Organizations | |||||||
| PO Box 293928 | Phelan | CA | 92329 | NA | PC | To sponsor Access Govt Day | $2,500 |
| ACCE Institute | |||||||
| 3655 S Grand Ave Ste 250 | Los Angeles | CA | 90007 | NA | PC | For unrestricted support | $365 |
| ACCESS Women's Health Justice | |||||||
| PO Box 3609 | Oakland | CA | 94609 | NA | PC | For general operating support | $5,800 |
| ACLU Foundation of San Diego & Imperial | |||||||
| PO Box 87131 | San Diego | CA | 92138 | NA | PC | For core support | $125,000 |
| Advancement Project | |||||||
| 1910 West Sunset Blvd Suite 500 | Los Angeles | CA | 90026 | NA | PC | To support local civic engmt | $112,500 |
| Alameda County Community Food Bank | |||||||
| PO Box 2599 | Oakland | CA | 94614 | NA | PC | For unrestricted support | $1,500 |
| Alameda County Family Justice Center Inc | |||||||
| 470 27th Street | Oakland | CA | 94612 | NA | PC | For the HEAT Institute | $200,000 |
| Alisal Center for the Fine Arts | |||||||
| PO Box 5440 | Salinas | CA | 93915 | NA | PC | For unrestricted support | $5,000 |
| Alliance for California Traditional Arts | |||||||
| 744 P Street Suite 307 | Fresno | CA | 93721 | NA | PC | For organizational transformation | $162,500 |
| Alliance for California Traditional Arts | |||||||
| 744 P Street Suite 307 | Fresno | CA | 93721 | NA | PC | For legal services | $5,000 |
| Alliance for California Traditional Arts | |||||||
| 744 P Street Suite 307 | Fresno | CA | 93721 | NA | PC | For nonprofits around the Central Vly | $130,000 |
| Alliance for College-Ready Public School | |||||||
| 601 South Figueroa Street 4th Floo | Los Angeles | CA | 90017 | NA | PC | For support of the Alliance Scholarships | $10,000 |
| American Civil Liberties Union Foundatio | |||||||
| 39 Drumm St | San Francisco | CA | 94111 | NA | PC | For AB60 implementation | $150,000 |
| American Friends Service Committee | |||||||
| 1501 Cherry Street | Philadelphia | PA | 19102 | NA | PC | For the Tamejavi Organizing Fellowship | $50,000 |
| American Symphony Orchestra League | |||||||
| 33 W 60th Street | New York | NY | 10023 | NA | PC | To sponsor an event | $5,000 |
| Armand Hammer Museum of Art | |||||||
| 10899 Wilshire Blvd | Los Angeles | CA | 90024 | NA | SO III FI | For off-site programming | $300,000 |
| Arte Americas The Mexican Arts Center | |||||||
| 1630 Van Ness | Fresno | CA | 93721 | NA | PC | For Dia de los Muertos | $17,500 |
| Arthritis Foundation Inc | |||||||
| 657 Mission Street Suite 603 | San Francisco | CA | 94105 | NA | PC | For support of activities in California | $10,000 |
| Arts Connection | |||||||
| VAC Rm VA307 CSSB 5500 Univ Pkwy | San Bernardino | CA | 92407 | NA | PC | for unrestricted support | $500 |
| AAPIP | |||||||
| 2201 Broadway Suite 210 | Oakland | CA | 94612 | NA | PC | For 2015 membership dues | $10,000 |
| AAAJLA | |||||||
| 2201 Broadway Suite 210 | Oakland | CA | 94612 | NA | PC | For support of activities in California | $1,250 |
| AAAJLA | |||||||
| 1145 Wilshire Blvd | Los Angeles | CA | 90017 | NA | PC | For core support | $75,000 |
| AAAJLA | |||||||
| 1145 Wilshire Blvd | Los Angeles | CA | 90017 | NA | PC | For immigrant issue work | $300,000 |
| AAAJLA | |||||||
| 1145 Wilshire Blvd | Los Angeles | CA | 90017 | NA | PC | For an executive search | $23,000 |
| AAAJLA | |||||||
| 1145 Wilshire Blvd | Los Angeles | CA | 90017 | NA | PC | For landscape analysis/planning | $20,000 |
| Asian Pacific Environmental Network | |||||||
| 310 8th Street Suite 309 | Oakland | CA | 94607 | NA | PC | For core support | $75,000 |
| Assn of CA Symphony Orchestras | |||||||
| 2755 Cottage Way Suite 3 | Sacramento | CA | 95825 | NA | PC | For an executive search | $25,000 |
| Association of Writers & Writing Program | |||||||
| GMU 4400 University Drive MSN 1E3 | Fairfax | VA | 22030 | NA | PC | for support of programs in California | $1,000 |
| Baktun 12 Inc | |||||||
| 1112 C Street Suite C | Salinas | CA | 93905 | NA | PC | For 'Acto' | $7,500 |
| Balboa Park Cultural Partnership | |||||||
| 1549 El Prado Suite 1 | San Diego | CA | 92101 | NA | PC | For technology | $500,000 |
| Bay Area Video Coalition Inc | |||||||
| 2727 Mariposa 2nd Floor | San Francisco | CA | 94110 | NA | PC | For general operating support | $250,000 |
| Bay Area Youth Vaishnav Parivar | |||||||
| 25 Corning Ave | Milpitas | CA | 95035 | NA | PC | For education and arts activities | $7,500 |
| Blue Garnet Associates LLC | |||||||
| 8055 W Manchester Ave 430 | Playa del Rey | CA | 90293 | NA | NC | For technical assistance | $25,000 |
| Bowers Museum | |||||||
| 2002 N Main Street | Santa Ana | CA | 92706 | NA | PC | For organizational transformation | $405,000 |
| Braille Institute of America Inc | |||||||
| 741 North Vermont Avenue | Los Angeles | CA | 90029 | NA | PC | To support classes for adults | $500 |
| Bridge The Gap College Prep | |||||||
| PO Box 1390 | Sausalito | CA | 94965 | NA | PC | for unrestricted support | $2,500 |
| Building Skills Partnership | |||||||
| 828 W Washington Blvd | Los Angeles | CA | 90015 | NA | PC | For workplace training | $100,000 |
| California Alliance for Arts Education | |||||||
| 495 E Colorado Blvd | Pasadena | CA | 91101 | NA | PC | For coalition bldg and strategic comms | $75,000 |
| California Association of Nonprofits | |||||||
| 400 Montgomery Street Suite 500 | San Francisco | CA | 94104 | NA | PC | For nonprofit govt contract work | $25,000 |
| California Budget & Policy Center | |||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | NA | PC | To inform budget/policy debates | $95,000 |
| California Business Roundtable | |||||||
| 1301 I Street | Sacramento | CA | 95814 | NA | NC | To engage around finance reform | $117,250 |
| California Calls Education Fund | |||||||
| 4801 Exposition Blvd | Los Angeles | CA | 90016 | NA | PC | For general operating support | $300,000 |
| California Community Foundation | |||||||
| 221 S Figueroa St Suite 400 | Los Angeles | CA | 90012 | NA | PC | For immigration policy implementn | $250,000 |
| CA CASA | |||||||
| 663 13th St Suite 200 | Oakland | CA | 94612 | NA | PC | for core support | $3,000 |
| CA CASA | |||||||
| 663 13th St Suite 200 | Oakland | CA | 94612 | NA | PC | for unrestricted support | $2,500 |
| CA CASA | |||||||
| 663 13th St Suite 200 | Oakland | CA | 94612 | NA | PC | For unrestricted support | $2,500 |
| California Forward | |||||||
| 1107 9th Street Suite 650 | Sacramento | CA | 95814 | NA | PC | To research CA elections funding | $75,000 |
| CA Fdn for Commerce and Education | |||||||
| PO Box 1736 | Sacramento | CA | 95812 | NA | SO I | To advance work-based learning | $50,000 |
| CalPIRG Education Fund | |||||||
| 483 9th St Suite 100 | Oakland | CA | 94607 | NA | PC | For election reform collaboration | $62,500 |
| California Shakespeare Theater | |||||||
| 701 Heinz Avenue | Berkeley | CA | 94710 | NA | PC | For organizational transformation | $169,000 |
| California Shakespeare Theater | |||||||
| 701 Heinz Avenue | Berkeley | CA | 94710 | NA | PC | For an executive search | $45,000 |
| California State University Foundation | |||||||
| 401 Golden Shore 6th Floor | Long Beach | CA | 90802 | NA | PC | For Linked Learning training | $250,000 |
| CSU Fresno Foundation | |||||||
| 4910 N Chestnut | Fresno | CA | 93726 | NA | PC | For the CA Partnership for SJV | $100,000 |
| California Urban Water Conservation Coun | |||||||
| 716 10th St Ste 200 | Sacramento | CA | 95814 | NA | PC | for unrestricted support | $1,000 |
| California Voter Foundation | |||||||
| PO Box 189277 | Sacramento | CA | 95818 | NA | PC | To research election process | $25,000 |
| Campaign Finance Institute | |||||||
| 1425 K Street NW Suite 350 | Washington | DC | 20005 | NA | PC | For research on public campaign finance | $50,000 |
| Carnegie Fdn for the Advancement of Tchg | |||||||
| 51 Vista Lane | Stanford | CA | 94305 | NA | POF | To sponsor an event | $2,500 |
| Causa Justa Just Cause | |||||||
| PO Box 3596 | Oakland | CA | 94609 | NA | PC | for unrestricted support | $1,000 |
| CEL Education Fund | |||||||
| 1330 Broadway Suite 501 | Oakland | CA | 94612 | NA | PC | To create a network of practitioners | $50,000 |
| Center for Civic Design | |||||||
| 5443 Tates Bank Road | Cambridge | MD | 21613 | NA | PC | For voter guide technical assistance | $95,000 |
| Center for Community Advocacy | |||||||
| 22 W Gabilan Street | Salinas | CA | 93901 | NA | PC | For unrestricted support | $10,000 |
| Center for Community Advocacy | |||||||
| 22 W Gabilan Street | Salinas | CA | 93901 | NA | PC | For civic engagement | $100,000 |
| Center for Effective Philanthropy Inc | |||||||
| 675 Massachusetts Avenue 7th Floor | Cambridge | MA | 02139 | NA | PC | To sponsor an event | $50,000 |
| Center for Law and Social Policy | |||||||
| 1200 18th Street NW Suite 200 | Washington | DC | 20036 | NA | PC | For the CA Career Pathway Crosswalk | $100,000 |
| Center for New Music San Francisco Inc | |||||||
| 55 Taylor St | San Francisco | CA | 94102 | NA | PC | for unrestricted support | $500 |
| Center for Powerful Public Schools | |||||||
| 350 S Bixel Street Suite 180 | Los Angeles | CA | 90017 | NA | PC | For Linked Learning in LA | $493,750 |
| Center for Youth Wellness | |||||||
| 3450 Third St Building 2 Suite 2 | San Francisco | CA | 94124 | NA | PC | For unrestricted support | $5,000 |
| Center for Youth Wellness | |||||||
| 3450 Third St Building 2 Suite 2 | San Francisco | CA | 94124 | NA | PC | To address ACEs | $200,000 |
| Center on Race Poverty & Environment | |||||||
| 1999 Harrison Street Suite 650 | Oakland | CA | 94612 | NA | PC | For civic participation | $125,000 |
| Center Theatre Group of Los Angeles | |||||||
| 601 West Temple Street | Los Angeles | CA | 90012 | NA | PC | For participatory theater | $300,000 |
| CAUSE | |||||||
| 2021 Sperry Avenue Suite 9 | Ventura | CA | 93003 | NA | PC | To strengthen leadership | $23,000 |
| Central Sierra Env Resource Ctr | |||||||
| PO Box 396 | Twain Harte | CA | 95383 | NA | PC | for unrestricted support | $1,000 |
| Central Valley Community Foundation | |||||||
| 5260 N Palm Avenue Suite 122 | Fresno | CA | 93704 | NA | PC | for support of the Aspire Fund | $15,000 |
| Central Valley Community Foundation | |||||||
| 5260 N Palm Avenue Suite 122 | Fresno | CA | 93704 | NA | PC | To sponsor an event | $2,500 |
| Central Valley Community Foundation | |||||||
| 5260 N Palm Avenue Suite 122 | Fresno | CA | 93704 | NA | PC | For planning | $85,000 |
| Centro Latino for Literacy | |||||||
| 1709 W 8th Street Suite A | Los Angeles | CA | 90017 | NA | PC | For a web-based library partnership | $100,000 |
| Ceres Community Project | |||||||
| 7351 Bodega Avenue | Sebastopol | CA | 95472 | NA | PC | For core support, as a finalist for the | $25,000 |
| Chhandam Chitresh Das Dance Company | |||||||
| 2325 Third Street Suite 320 | San Francisco | CA | 94107 | NA | PC | For a planning process | $30,000 |
| Children Now | |||||||
| 1404 Franklin Street Suite 700 | Oakland | CA | 94612 | NA | PC | For college/career readiness | $100,000 |
| Childrens Fund Incorporated | |||||||
| 348 W Hospitality Lane Suite 110 | San Bernardino | CA | 92408 | NA | PC | For child abuse services | $25,000 |
| Chinese Historical Society of America | |||||||
| 965 Clay Street | San Francisco | CA | 94108 | NA | PC | For unrestricted support | $10,000 |
| Chronicle Season of Sharing Fund | |||||||
| PO Box 44740 | San Francisco | CA | 94144 | NA | PC | For sponsorship of the Season of Sharing | $75,000 |
| City Slicker Farms | |||||||
| 1625 16th St | Oakland | CA | 94607 | NA | PC | For the West Oakland urban farm and park | $1,000 |
| Claremont Graduate University | |||||||
| 150 E 10th St | Claremont | CA | 91711 | NA | PC | For unrestricted support | $10,000 |
| Classical Public Radio Network LLC | |||||||
| PO Box 6375 | Artesia | CA | 90702 | NA | PC | For unrestricted support | $5,000 |
| Coachella Valley Economic Partnership | |||||||
| 3111 East Tahquitz Canyon Way | Palm Springs | CA | 92262 | NA | PC | For Linked Learning in Coachella Vly | $230,000 |
| CHIRLA | |||||||
| 2533 West 3rd St Suite 101 | Los Angeles | CA | 90057 | NA | PC | For general operating support | $100,000 |
| Coalition for Responsible Community Dev | |||||||
| 3101 S Grand Ave | Los Angeles | CA | 90007 | NA | PC | For core support, as a finalist for the | $25,000 |
| Code for America Labs | |||||||
| 155 9th Street | San Francisco | CA | 94103 | NA | PC | For fellowships | $100,000 |
| Common Cause | |||||||
| 453 S Spring Street Suite 401 | Los Angeles | CA | 90013 | NA | NC | For campaign finance research | $80,000 |
| Common Cause | |||||||
| 453 S Spring Street Suite 401 | Los Angeles | CA | 90013 | NA | NC | To widen civic participation | $450,000 |
| Communication Network | |||||||
| 1717 North Naper Boulevard Suite 10 | Naperville | IL | 60563 | NA | PC | To sponsor an event | $25,000 |
| Communities for a New CA Ed Fund | |||||||
| 4120 Douglas Blvd 306-418 | Granite Bay | CA | 95746 | NA | PC | For voter and civic engmt | $150,000 |
| Community Coalition | |||||||
| 8101 S Vermont Avenue | Los Angeles | CA | 90044 | NA | PC | For general operating support | $125,000 |
| Community Coalition | |||||||
| 8101 S Vermont Avenue | Los Angeles | CA | 90044 | NA | PC | To advance Linked Learning | $275,000 |
| Community Coalition | |||||||
| 8101 S Vermont Avenue | Los Angeles | CA | 90044 | NA | PC | To sponsor an event | $5,000 |
| Community Coalition | |||||||
| 8101 S Vermont Avenue | Los Angeles | CA | 90044 | NA | PC | For an executive search | $45,000 |
| Community Foundation Sonoma County | |||||||
| 250 D Street Suite 205 | Santa Rosa | CA | 95404 | NA | PC | For Roseland Univ Prep scholarships | $15,000 |
| Community Music Center | |||||||
| 544 Capp Street | San Francisco | CA | 94110 | NA | PC | For Richmond activities | $350 |
| Community Partners | |||||||
| 1000 N Alameda St Ste 240 | Los Angeles | CA | 90012 | NA | PC | For Emerging Arts Leaders LA | $25,000 |
| Community Partners | |||||||
| 1000 N Alameda St Ste 240 | Los Angeles | CA | 90012 | NA | PC | For AABLI | $10,000 |
| Community Partners | |||||||
| 1000 N Alameda St Ste 240 | Los Angeles | CA | 90012 | NA | PC | For election reform collaboration | $250,000 |
| Community Water Center | |||||||
| 311 W Murray Ave | Visalia | CA | 93291 | NA | PC | For core support | $150,000 |
| Community Water Center | |||||||
| 311 W Murray Ave | Visalia | CA | 93291 | NA | PC | for unrestricted support | $1,000 |
| ConnectEd | |||||||
| 2150 Shattuck Avenue Suite 1200 | Berkeley | CA | 94704 | NA | PC | For Linked Learning Vision 2020 | $1,000,000 |
| ConnectEd | |||||||
| 2150 Shattuck Avenue Suite 1200 | Berkeley | CA | 94704 | NA | PC | To implement Linked Lng statewide | $750,000 |
| Cornerstone Theater Company | |||||||
| 708 Traction Ave | Los Angeles | CA | 90013 | NA | PC | For organizational transformation | $278,000 |
| Corporation for Supportive Housing | |||||||
| 61 Broadway Suite 2300 | New York | NY | 10006 | NA | PC | To sponsor an event | $5,000 |
| Council on Foundations Inc | |||||||
| 2121 Crystal Dr Suite 700 | Arlington | VA | 22202 | NA | PC | For 2015 membership dues | $45,000 |
| Crocker Art Museum Association | |||||||
| 216 O Street | Sacramento | CA | 95814 | NA | PC | For arts engagement | $350,000 |
| CSUSB Philanthropic Foundation | |||||||
| 5500 University Parkway AD-104 | San Bernardino | CA | 92407 | NA | PC | For Inland Empire career readiness | $50,000 |
| Dell'Arte Inc | |||||||
| PO Box 816 | Blue Lake | CA | 95525 | NA | PC | For organizational transformation | $110,000 |
| Dell'Arte Inc | |||||||
| PO Box 816 | Blue Lake | CA | 95525 | NA | PC | For a planning process | $100,000 |
| Diavolo Dance Theatre | |||||||
| 616 Moulton Avenue | Los Angeles | CA | 90031 | NA | PC | For general operating support | $75,000 |
| Diavolo Dance Theatre | |||||||
| 616 Moulton Avenue | Los Angeles | CA | 90031 | NA | PC | For arts engagement | $62,500 |
| Diavolo Dance Theatre | |||||||
| 616 Moulton Avenue | Los Angeles | CA | 90031 | NA | PC | For arts engagement | $31,250 |
| East Bay Zoological Society | |||||||
| PO Box 5238 | Oakland | CA | 94605 | NA | PC | For general operating support | $500 |
| East San Gabriel Valley Regl Occ Prog | |||||||
| 1501 W Del Norte St | West Covina | CA | 91790 | NA | For work-based learning | $250,000 | |
| Eastside College Preparatory School Inc | |||||||
| 1041 Myrtle Street | East Palo Alto | CA | 94303 | NA | PC | For unrestricted support | $5,000 |
| Eastside College Preparatory School Inc | |||||||
| 1041 Myrtle Street | East Palo Alto | CA | 94303 | NA | PC | For unrestricted support | $25,000 |
| East-West Players Inc | |||||||
| 120 N Judge John Aiso Street | Los Angeles | CA | 90012 | NA | PC | For strategic planning | $30,000 |
| EdSource Inc | |||||||
| 436 14th Street Suite 723 | Oakland | CA | 94612 | NA | PC | For college/career readiness | $112,500 |
| Education Trust Inc | |||||||
| 1814 Franklin Street Suite 220 | Oakland | CA | 94612 | NA | PC | For Linked Learning integration | $100,000 |
| Education Trust Inc | |||||||
| 1814 Franklin Street Suite 220 | Oakland | CA | 94612 | NA | PC | For strategic planning | $45,000 |
| Educational Tall Ship | |||||||
| 2330 Marinship Way Suite 150 | Sausalito | CA | 94965 | NA | PC | for unrestricted support | $2,500 |
| Elkhorn Slough Foundation | |||||||
| PO Box 267 | Moss Landing | CA | 95039 | NA | PC | For unrestricted support | $20,000 |
| Ella Baker Center for Human Rights in CA | |||||||
| 1970 Broadway Suite 1125 | Oakland | CA | 94612 | NA | PC | For unrestricted support | $1,000 |
| Ella Baker Center for Human Rights in CA | |||||||
| 1970 Broadway Suite 1125 | Oakland | CA | 94612 | NA | PC | For unrestricted support | $5,800 |
| Environmental Health Coalition | |||||||
| 2727 Hoover Ave Suite 202 | National City | CA | 91950 | NA | PC | For voter and civic engmt | $150,000 |
| Equal Measure | |||||||
| 1528 Walnut Street Suite 805 | Philadelphia | PA | 19102 | NA | PC | To evaluate the Bridging the Gap Init | $300,250 |
| Equal Measure | |||||||
| 1528 Walnut Street Suite 805 | Philadelphia | PA | 19102 | NA | PC | To evaluate Linked Learning hubs | $250,000 |
| Escuela Bilingue Internacional | |||||||
| 4550 San Pablo Ave | Emeryville | CA | 94608 | NA | PC | for unrestricted support | $2,000 |
| Exhibit Envoy Inc | |||||||
| PO Box 193307 | San Francisco | CA | 94119 | NA | PC | For Contemp. Art in CA Communities | $15,000 |
| Families in Schools | |||||||
| 1545 Wilshire Blvd Suite 700 | Los Angeles | CA | 90017 | NA | PC | For unrestricted support | $10,000 |
| Families in Schools | |||||||
| 1545 Wilshire Blvd Suite 700 | Los Angeles | CA | 90017 | NA | PC | To sponsor an event | $10,000 |
| Family Hope | |||||||
| PO Box 94077 | Pasadena | CA | 91109 | NA | PC | For general operating support | $9,150 |
| Family Hope | |||||||
| PO Box 94077 | Pasadena | CA | 91109 | NA | PC | for unrestricted support | $2,500 |
| Family House Inc | |||||||
| 50 Irving St | San Francisco | CA | 94122 | NA | PC | For unrestricted support | $500 |
| Fern Street Community Arts Inc | |||||||
| PO Box 5864 | San Diego | CA | 92165 | NA | PC | For unrestricted support | $5,000 |
| Food Bank for Monterey County | |||||||
| 815 West Market Street 5 | Salinas | CA | 93901 | NA | PC | For support of arson recovery | $5,000 |
| Ford Theatre Foundation | |||||||
| 2580 Cahuenga Blvd East | Hollywood | CA | 90068 | NA | PC | For organizational transformation | $240,000 |
| Foundation Center | |||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | NA | PC | For 2015 membership dues | $15,000 |
| Foundation Center | |||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | NA | PC | To build a California Philanthropy site | $100,000 |
| Foundation for CA Community Colleges | |||||||
| 1102 Q Street Suite 3500 | Sacramento | CA | 95811 | NA | PC | For Linked Learning work | $50,000 |
| Foundation for CA Community Colleges | |||||||
| 1102 Q Street Suite 3500 | Sacramento | CA | 95811 | NA | PC | To expand Linked Learning | $500,000 |
| Foundation For Clovis Schools | |||||||
| 1450 Herndon Ave | Clovis | CA | 93611 | NA | PC | For support of technology in lower grade | $5,000 |
| Foundation for Sanger Schools | |||||||
| 1905 7th Street | Sanger | CA | 93657 | NA | PC | For Del Ray Elementary scholarships | $5,000 |
| Fractured Atlas Productions Inc | |||||||
| 248 W 35th St 10th Floor | New York | NY | 10001 | NA | PC | For the Royal Nonesuch Gallery | $500 |
| Fresno Grand Opera | |||||||
| 2405 Capitol St Ste 103 | Fresno | CA | 93721 | NA | PC | For participatory programming | $124,000 |
| Fresno Metropolitan Ministry | |||||||
| 4270 North Blackstone Suite 212 | Fresno | CA | 93726 | NA | PC | For programming for children | $75,000 |
| Fresno Police Chief's Foundation | |||||||
| PO Box 1289 | Fresno | CA | 93715 | NA | PC | For support of the CopWalk Program | $10,000 |
| Friends & Foundation of the SFPL | |||||||
| 710 Van Ness Ave | San Francisco | CA | 94102 | NA | PC | for educational programming | $500 |
| Friends for Youth Inc | |||||||
| 1741 Broadway First Floor | Redwood City | CA | 94063 | NA | PC | For unrestricted support | $1,000 |
| Fuse Corps | |||||||
| 1202 Ralston Avenue Suite 1B | San Francisco | CA | 94129 | NA | PC | For the CA Fellowships | $125,000 |
| Fuse Corps | |||||||
| 1202 Ralston Avenue Suite 1B | San Francisco | CA | 94129 | NA | PC | For FuseCorps Fellowships in CA | $300,000 |
| Futures Without Violence | |||||||
| 100 Montgomery Street The Presidio | San Francisco | CA | 94129 | NA | PC | for support of California activities | $3,000 |
| Glide Foundation | |||||||
| 330 Ellis Street | San Francisco | CA | 94102 | NA | PC | For family, youth, childcare ctr | $500 |
| Golden Gate National Parks Conservancy | |||||||
| Fort Mason Building 201 | San Francisco | CA | 94123 | NA | PC | For educational programming | $5,000 |
| Grabhorn Institute | |||||||
| 1802 Hays Street | San Francisco | CA | 94129 | NA | PC | For apprenticeships | $500 |
| Grand Performances | |||||||
| 350 S Grand Ave Suite A-4 | Los Angeles | CA | 90071 | NA | PC | for unrestricted support | $1,000 |
| Grantmakers Concerned with Immigrants | |||||||
| PO Box 1100 | Sebastopol | CA | 95473 | NA | PC | For 2015 membership dues | $4,000 |
| Grantmakers for Education | |||||||
| 720 SW Washington Street Suite 605 | Portland | OR | 97205 | NA | PC | For 2015 membership dues | $25,000 |
| Grantmakers for Education | |||||||
| 720 SW Washington Street Suite 605 | Portland | OR | 97205 | NA | PC | To sponsor an event | $25,000 |
| Grantmakers for Effective Organizations | |||||||
| 1725 DeSales Street NW Suite 404 | Washington | DC | 20036 | NA | PC | For 2015 membership dues | $12,200 |
| Grantmakers in the Arts | |||||||
| 4055 21st Ave West Suite 100 | Seattle | WA | 98199 | NA | PC | For 2015 membership dues | $25,000 |
| Grants Managers Network Inc | |||||||
| 1666 K Street NW Suite 440 | Washington | DC | 20006 | NA | PC | For 2015 membership dues | $7,000 |
| Green Corps Inc | |||||||
| 483 9th Street Suite 100 | Oakland | CA | 94607 | NA | PC | for support of California activities | $1,000 |
| Greenlining Institute | |||||||
| 1918 University Ave 2nd Floor | Berkeley | CA | 94704 | NA | PC | For core support | $37,500 |
| Growing Real Opportunities in the Wkfc | |||||||
| PO Box 706 | El Verano | CA | 95433 | NA | PC | for unrestricted support | $3,500 |
| Guidestar USA Inc | |||||||
| 4801 Courthouse Street Suite 220 | Williamsburg | VA | 23188 | NA | PC | For 2015 membership dues | $25,000 |
| HeART Project | |||||||
| 1140 N Citrus Avenue | Los Angeles | CA | 90038 | NA | PC | for unrestricted support | $500 |
| Hispanics in Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | NA | PC | For 2015 membership dues | $15,000 |
| Hispanics in Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | NA | PC | To sponsor an event | $3,000 |
| Humanities West | |||||||
| P O Box 546 | San Francisco | CA | 94104 | NA | PC | for general operating support | $2,500 |
| Immigrant Legal Resource Center | |||||||
| 1663 Mission Street Suite 602 | San Francisco | CA | 94103 | NA | PC | For immigration policy implementn | $1,100,000 |
| Imperial Valley Food Pantry | |||||||
| 329 Applestill Road | El Centro | CA | 92243 | NA | PC | For the capital/endowment campaign | $250,000 |
| Independent Sector | |||||||
| 1602 L Street NW Suite 900 | Washington | DC | 20036 | NA | PC | For 2015 membership dues | $15,000 |
| Induz | |||||||
| PO Box 2025 | Dublin | CA | 94568 | NA | PC | To support activities in California | $1,000 |
| Inland Congregations United for Change | |||||||
| 1441 N D St Suite 208 | San Bernardino | CA | 92405 | NA | PC | For voter and civic engmt | $150,000 |
| Inland Empire Economic Partnership Fdn | |||||||
| 1601 East 3rd Street Suite 102 | San Bernardino | CA | 92408 | NA | PC | For a planning process | $300,000 |
| Inland Empire United Way | |||||||
| 9644 Hermosa Avenue | Rancho Cucamonga | CA | 91730 | NA | PC | For Linked Learning in San Bernardino | $230,000 |
| InnerCity Struggle | |||||||
| 124 N Townsend Ave | Los Angeles | CA | 90063 | NA | PC | For general operating support | $125,000 |
| Institute For Evidence-Based Change | |||||||
| 171 Saxony Road Suite 108 | Encinitas | CA | 92024 | NA | PC | For LLDI data assistance | $350,000 |
| Institute For Evidence-Based Change | |||||||
| 171 Saxony Road Suite 108 | Encinitas | CA | 92024 | NA | PC | For Linked Learning data | $250,000 |
| Investigative Newsource | |||||||
| SDSU 5500 Campanile Dr PSFA 361C | San Diego | CA | 92182 | NA | PC | For unrestricted support | $5,000 |
| J Paul Getty Trust | |||||||
| 1200 Getty Center Dr Suite 800 | Los Angeles | CA | 90049 | NA | POF | To publicize Pacific Standard Time LA | $62,500 |
| Japanese American Cultural Community Ctr | |||||||
| 244 South San Pedro Street | Los Angeles | CA | 90012 | NA | PC | for unrestricted support | $1,000 |
| Japanese American Cultural Community Ctr | |||||||
| 244 South San Pedro Street | Los Angeles | CA | 90012 | NA | PC | for unrestricted support | $1,500 |
| Jobs for the Future Inc | |||||||
| 88 Broad Street | Boston | MA | 02110 | NA | PC | For Linked Learning expansion | $1,815,000 |
| Jobs for the Future Inc | |||||||
| 88 Broad Street | Boston | MA | 02110 | NA | PC | For Linked Learning | $850,000 |
| Joe Goode Performance Group | |||||||
| 499 Alabama Street 150 | San Francisco | CA | 94110 | NA | PC | for support unrestricted support | $1,000 |
| KCETLink | |||||||
| 2900 West Alameda Ave | Burbank | CA | 91505 | NA | PC | For Artbound | $250,000 |
| Kee Cha-E-Nar Corporation | |||||||
| PO Box 1027 | Klamath | CA | 95548 | NA | PC | For support of the Civil Access Center | $1,000 |
| Kee Cha-E-Nar Corporation | |||||||
| PO Box 1027 | Klamath | CA | 95548 | NA | PC | For Humboldt Recidivism Project | $12,050 |
| Kings Canyon Unified School District | |||||||
| 675 West Manning Avenue | Reedley | CA | 93654 | NA | GOV | For restorative justice programs | $25,000 |
| KIPP Foundation | |||||||
| 135 Main Street Suite 1700 | San Francisco | CA | 94105 | NA | PC | for support of KIPP Bay Area | $500 |
| Korean Resource Center Inc | |||||||
| 3660 Wilshire Blvd 408 | Los Angeles | CA | 90010 | NA | PC | For an executive search | $40,000 |
| La Jolla Playhouse | |||||||
| dba La Jolla Playhouse PO Box 120 | La Jolla | CA | 92039 | NA | PC | For organizational transformation | $258,330 |
| La Raza Centro Legal - San Francisco | |||||||
| 474 Valencia Street Suite 295 | San Francisco | CA | 94103 | NA | PC | To support the Worker's Rights Program | $500 |
| Latino Health Access | |||||||
| 450 W 4th Street Suite 130 | Santa Ana | CA | 92701 | NA | PC | For voter and civic engmt | $200,000 |
| Latino Theater Company | |||||||
| 514 S Spring Street | Los Angeles | CA | 90013 | NA | PC | For audience development | $40,000 |
| League of Women Voters of CA Ed Fund | |||||||
| 1107 9th Street Suite 300 | Sacramento | CA | 95814 | NA | PC | For voter and civic engmt | $100,000 |
| Liberty Hill Foundation | |||||||
| 6420 Wilshire Blvd Suite 700 | Los Angeles | CA | 90048 | NA | PC | For unrestricted support | $12,500 |
| Liberty Hill Foundation | |||||||
| 6420 Wilshire Blvd Suite 700 | Los Angeles | CA | 90048 | NA | PC | For public sector commissions training | $112,500 |
| Little Manila Foundation | |||||||
| PO Box 1356 | Stockton | CA | 95201 | NA | PC | for unrestricted support | $3,000 |
| Long Beach Education Foundation | |||||||
| 1515 Hughes Way | Long Beach | CA | 90810 | NA | PC | For Linked Learning in Long Beach | $230,000 |
| Los Angeles Brotherhood Crusade | |||||||
| 200 East Slauson Avenue | Los Angeles | CA | 90011 | NA | PC | For a Soccer for Success project | $100,000 |
| Los Angeles County Museum of Art | |||||||
| 5905 Wilshire Boulevard | Los Angeles | CA | 90036 | NA | PC | For off-site programming | $125,000 |
| Los Angeles County Museum of Art | |||||||
| 5905 Wilshire Boulevard | Los Angeles | CA | 90036 | NA | PC | For a planning process | $250,000 |
| Los Angeles LGBT Center | |||||||
| 1625 North Schrader Blvd | Los Angeles | CA | 90028 | NA | PC | for unrestricted support | $1,000 |
| Los Angeles Master Chorale Association | |||||||
| 135 North Grand Avenue | Los Angeles | CA | 90012 | NA | PC | For the LA is the World project | $70,000 |
| Los Angeles Metropolitan Debate League | |||||||
| 355 S Grand Ave Fl 35 | Los Angeles | CA | 90071 | NA | PC | For unrestricted support | $25,000 |
| Los Angeles Philharmonic Association | |||||||
| 151 S Grand Avenue | Los Angeles | CA | 90012 | NA | PC | For a virtual reality project | $300,000 |
| Lucile Packard Fdn for Children's Health | |||||||
| 400 Hamilton Suite 340 | Palo Alto | CA | 94301 | NA | PC | For support of the Circle of Care | $10,000 |
| MapLight | |||||||
| 2223 Shattuck Ave | Berkeley | CA | 94704 | NA | PC | For Voter's Edge | $75,000 |
| Marin Agricultural Land Trust | |||||||
| PO Box 809 | Point Reyes Station | CA | 94956 | NA | PC | For unrestricted support | $3,000 |
| Marin Community Clinic | |||||||
| Admin Office 1177 E Francisco Blvd | San Rafael | CA | 94901 | NA | PC | For unrestricted support | $5,000 |
| Marin General Hospital Foundation | |||||||
| 100 B Drakes Landing Suite 255 | Greenbrae | CA | 94904 | NA | PC | For support of the Building Campaign | $5,000 |
| Mathematica Policy Research Inc | |||||||
| PO Box 2393 | Princeton | NJ | 08543 | NA | NC | For Linked Learning data standards | $200,000 |
| McCallum Theatre | |||||||
| 73000 Fred Waring Drive | Palm Desert | CA | 92260 | NA | PC | For performance workshops | $300,000 |
| McLeod Grant Advisors LLC | |||||||
| 643 Woodside Way | Woodside | CA | 94062 | NA | NC | To replicate the New Ldshp Network | $60,000 |
| McLeod Grant Advisors LLC | |||||||
| 643 Woodside Way | Woodside | CA | 94062 | NA | NC | For the New Ldshp Network in SJV | $355,000 |
| Meals on Wheels of San Francisco Inc | |||||||
| 1375 Fairfax Avenue | San Francisco | CA | 94124 | NA | PC | For unrestricted support | $2,000 |
| Meals on Wheels of San Francisco Inc | |||||||
| 1375 Fairfax Avenue | San Francisco | CA | 94124 | NA | PC | For unrestricted support | $500 |
| Mendocino Coast Botanical Gardens Corp | |||||||
| 18220 N Highway 1 | Fort Bragg | CA | 95437 | NA | PC | for unrestricted support | $2,500 |
| Mental Health Systems Inc | |||||||
| 9465 Farnham Street | San Diego | CA | 92123 | NA | PC | For support of the Children's Playground | $10,000 |
| Mercy Housing California | |||||||
| 1360 Mission Street Ste 300 | San Francisco | CA | 94103 | NA | PC | For general operating support | $2,900 |
| Mexican Am Legal Defense and Ed Fund | |||||||
| 634 S Spring St 11th Floor | Los Angeles | CA | 90014 | NA | PC | For immigrant integration | $137,500 |
| Milo Foundation | |||||||
| PO Box 6625 | Albany | CA | 94706 | NA | PC | for core support | $1,500 |
| Mission Edge San Diego | |||||||
| PO Box 12319 | San Diego | CA | 92112 | NA | PC | For Linked Learning in San Diego | $230,000 |
| Monterey Jazz Festival | |||||||
| P O Box Jazz | Monterey | CA | 93942 | NA | PC | For unrestricted support | $5,000 |
| Movement Strategy Center | |||||||
| 436 14th St 5th floor | Oakland | CA | 94612 | NA | PC | Fo Race Poverty and the Envirnmt | $500 |
| Movement Strategy Center | |||||||
| 436 14th St 5th floor | Oakland | CA | 94612 | NA | PC | To improve black lives | $18,300 |
| Movement Strategy Center | |||||||
| 436 14th St 5th floor | Oakland | CA | 94612 | NA | PC | To improve black lives | $1,500 |
| Movement Strategy Center | |||||||
| 436 14th St 5th floor | Oakland | CA | 94612 | NA | PC | For an executive search | $45,000 |
| Movimiento de Arte y Cultura Latino Amer | |||||||
| 510 South First Street | San Jose | CA | 95113 | NA | PC | For organizational transformation | $110,000 |
| MUSAE | |||||||
| PO Box 410783 | San Francisco | CA | 94141 | NA | PC | for unrestricted support | $150 |
| Museum of Contemporary Art San Diego | |||||||
| 700 Prospect Street | La Jolla | CA | 92037 | NA | PC | To support Project ME | $118,000 |
| Museum of Contemporary Art Santa Barbara | |||||||
| 653 Paseo Nuevo | Santa Barbara | CA | 93101 | NA | PC | For arts engagement | $65,000 |
| NALEO Educational Fund | |||||||
| 1122 W Washington Blvd 3rd Floor | Los Angeles | CA | 90015 | NA | PC | For core support | $87,500 |
| NALEO Educational Fund | |||||||
| 1122 W Washington Blvd 3rd Floor | Los Angeles | CA | 90015 | NA | PC | For support of strategic planning | $50,000 |
| National Academy Foundation | |||||||
| 218 West 40th Street 5th Floor | New York | NY | 10018 | NA | PC | For Future Ready Venture | $50,000 |
| National Academy Foundation | |||||||
| 218 West 40th Street 5th Floor | New York | NY | 10018 | NA | PC | For work-based learning | $1,000,000 |
| Natl Comm for Responsive Philanthropy | |||||||
| 1331 H Street NW Suite 200 | Washington | DC | 20005 | NA | PC | For 2015 membership dues | $10,000 |
| National Day Laborer Organizing Network | |||||||
| 675 S Park View St Suite B | Los Angeles | CA | 90057 | NA | PC | For humane immigrant policies | $150,000 |
| National Immigration Forum Inc | |||||||
| 50 F Street NW Suite 300 | Washington | DC | 20001 | NA | PC | For core support | $100,000 |
| National Immigration Law Center | |||||||
| 3435 Wilshire Boulevard Suite 2850 | Los Angeles | CA | 90010 | NA | PC | For general operating support | $137,500 |
| Natl Inst on Money in State Politics | |||||||
| 833 N Last Chance Gulch | Helena | MT | 59601 | NA | PC | For research on CA's political spending | $36,000 |
| Native Americans in Philanthropy | |||||||
| 2801 21st Avenue South Suite 132-D | Minneapolis | MN | 55407 | NA | PC | For 2015 membership dues | $1,500 |
| Natural Resources Defense Council Inc | |||||||
| 111 Sutter St 20th Floor | San Francisco | CA | 94104 | NA | PC | for support of projects in California | $500 |
| NatureBridge | |||||||
| 28 Geary Street Suite 650 | San Francisco | CA | 94108 | NA | PC | for California activities | $500 |
| NEO Philanthropy | |||||||
| 45 W 36th St 6th Floor | New York | NY | 10018 | NA | PC | For FCCP dues | $10,000 |
| Nepris Inc | |||||||
| The Lab 1800 Preston Park Blvd Su | Plano | TX | 75093 | NA | NC | For work-based learning | $98,950 |
| Nepris Inc | |||||||
| The Lab 1800 Preston Park Blvd Su | Plano | TX | 75093 | NA | NC | For work-based learning | $1,050 |
| New Conservatory | |||||||
| 25 Van Ness Avenue | San Francisco | CA | 94102 | NA | PC | For core & endowment support | $10,000 |
| Nonprofit Finance Fund | |||||||
| 70 West 36th Street 11th Floor | New York | NY | 10018 | NA | PC | For CA Pay for Success work | $1,250,000 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | NA | PC | For 2015 membership dues | $15,000 |
| Northern California Grantmakers | |||||||
| 160 Spear Street Suite 360 | San Francisco | CA | 94105 | NA | PC | To sponsor an event | $2,500 |
| Oakland Community Organization | |||||||
| 7200 Bancroft Avenue 2 Eastmont Ma | Oakland | CA | 94605 | NA | PC | To advance Linked Learning | $137,500 |
| Oakland Community Organization | |||||||
| 7200 Bancroft Avenue 2 Eastmont Ma | Oakland | CA | 94605 | NA | PC | To sponsor an event | $2,500 |
| Oakland Metro Chamber of Commerce Fdn | |||||||
| 475 14th Street | Oakland | CA | 94612 | NA | PC | For Linked Learning in the East Bay | $230,000 |
| Oakland Museum of California | |||||||
| 1000 Oak Street | Oakland | CA | 94607 | NA | PC | For unrestricted support | $1,250 |
| Oceanside Museum of Art | |||||||
| 704 Pier View Way | Oceanside | CA | 92054 | NA | PC | For an executive search | $30,000 |
| Old Dartmouth Historical Society | |||||||
| 18 Johnny Cake Hill | New Bedford | MA | 02740 | NA | PC | For support of traveling exhibit expense | $10,000 |
| Old Globe Theatre | |||||||
| PO Box 122171 | San Diego | CA | 92112 | NA | PC | For organizational transformation | $287,500 |
| Old Skool Cafe | |||||||
| 1429 Mendell Street | San Francisco | CA | 94124 | NA | PC | for unrestricted support | $2,500 |
| Old Skool Cafe | |||||||
| 1429 Mendell Street | San Francisco | CA | 94124 | NA | PC | For unrestricted support | $405 |
| Old Skool Cafe | |||||||
| 1429 Mendell Street | San Francisco | CA | 94124 | NA | PC | For unrestricted support | $1,000 |
| On Lok Inc | |||||||
| 1333 Bush Street | San Francisco | CA | 94109 | NA | PC | For support of services in Fremont | $25,000 |
| On Lok Inc | |||||||
| 1333 Bush Street | San Francisco | CA | 94109 | NA | PC | for unrestricted support | $2,500 |
| Opportunity Fund Northern California | |||||||
| 111 W St John Street Suite 800 | San Jose | CA | 95113 | NA | PC | For unrestricted support | $25,000 |
| OCCORD | |||||||
| 13252 Garden Grove Blvd Suite 209 | Garden Grove | CA | 92843 | NA | PC | For voter and civic engmt | $87,500 |
| OCCORD | |||||||
| 13252 Garden Grove Blvd Suite 209 | Garden Grove | CA | 92843 | NA | PC | To sponsor an event | $5,000 |
| Orange County Community Foundation | |||||||
| 4041 MacArthur Blvd Suite 510 | Newport Beach | CA | 92660 | NA | PC | For ACT Anaheim | $115,000 |
| Otis College of Art and Design | |||||||
| 9045 Lincoln Blvd | Los Angeles | CA | 90045 | NA | PC | For the 2015 Creative Economy Report | $15,000 |
| Outdoor Afro | |||||||
| 2323 Broadway | Oakland | CA | 94612 | NA | PC | For unrestricted support | $1,000 |
| Pacific Community Ventures | |||||||
| 51 Federal Street Suite 100 | San Francisco | CA | 94107 | NA | PC | For support of California activities | $200,000 |
| Pacific Environment and Resources Center | |||||||
| 369 Pine St Suite 518 | San Francisco | CA | 94104 | NA | PC | for activities in California | $4,000 |
| Pacific Symphony | |||||||
| 3631 S Harbor Blvd Ste 100 | Santa Ana | CA | 92704 | NA | PC | For organizational transformation | $400,000 |
| Pacific Symphony | |||||||
| 3631 S Harbor Blvd Ste 100 | Santa Ana | CA | 92704 | NA | PC | For arts engagement | $218,000 |
| Pacifica Foundation Radio | |||||||
| 1925 Martin Luther King Jr Way | Berkeley | CA | 94704 | NA | PC | For general operating support | $500 |
| Palo Alto Community Fund | |||||||
| PO Box 50634 | Palo Alto | CA | 94303 | NA | PC | For unrestricted support | $10,000 |
| Pasadena Arts Council | |||||||
| 65 S Grand Ave | Pasadena | CA | 91105 | NA | PC | For support of the SPArt project | $5,000 |
| Pasadena Arts Council | |||||||
| 65 S Grand Ave | Pasadena | CA | 91105 | NA | PC | for unrestricted support | $500 |
| Pasadena City College Foundation Inc | |||||||
| 1570 E Colorado Blvd | Pasadena | CA | 91106 | NA | PC | for support of the Annual Fund | $1,000 |
| Pasadena Education Network | |||||||
| 3579 E Foothill Blvd 481 | Pasadena | CA | 91107 | NA | PC | for unrestricted support | $5,000 |
| Pasadena Educational Foundation | |||||||
| 351 South Hudson Avenue Room 153 | Pasadena | CA | 91101 | NA | PC | For the school garden at Jackson Academy | $3,000 |
| Path of Life Enterprises | |||||||
| PO Box 446 | Riverside | CA | 92502 | NA | PC | For unrestricted support | $20,000 |
| Patrons of the Prado | |||||||
| PO Box 928530 | San Diego | CA | 92192 | NA | PC | For support of the 2015 Centennial Gala | $5,000 |
| PICO National Network | |||||||
| 171 Santa Rosa Avenue | Oakland | CA | 94610 | NA | PC | For general operating support | $250,000 |
| Pie Ranch | |||||||
| PO Box 363 | Pescadero | CA | 94060 | NA | PC | for unrestricted support | $500 |
| Pilipino Workers Center of SoCal | |||||||
| 153 Glendale Blvd | Los Angeles | CA | 90026 | NA | PC | for unrestricted support | $1,000 |
| Pivot Learning Partners | |||||||
| 500 12th St Suite 350 | Oakland | CA | 94607 | NA | PC | For Linked Learning Vision 2020 | $150,000 |
| Planned Parenthood Los Angeles | |||||||
| 400 West 30th Street | Los Angeles | CA | 90007 | NA | PC | for unrestricted support | $1,000 |
| Planned Parenthood of SB Ventura SLO | |||||||
| 518 Garden Street | Santa Barbara | CA | 93101 | NA | PC | for unrestricted support | $1,000 |
| Planned Parenthood Shasta Diablo Inc | |||||||
| 2185 Pacheco Street | Concord | CA | 94520 | NA | PC | For unrestricted support | $1,000 |
| Planned Parenthood-Orange & San Bern | |||||||
| 700 S Tustin Street | Orange | CA | 92866 | NA | PC | To support San Bernardino activities | $500 |
| Poets & Writers Inc | |||||||
| 90 Broad Street Suite 2100 | New York | NY | 10004 | NA | PC | For readings & workshops | $85,000 |
| Policy Impact | |||||||
| 1107 9th Street Suite 500 | Sacramento | CA | 95814 | NA | PC | For Linked Learning tech assistance | $350,000 |
| PolicyLink | |||||||
| 1438 Webster Street Suite 303 | Oakland | CA | 94612 | NA | PC | To sponsor an event | $15,000 |
| Prison University Project Inc | |||||||
| PO Box 492 | San Quentin | CA | 94964 | NA | PC | For core support, as a recipient of a Ja | $200,000 |
| Prison University Project Inc | |||||||
| PO Box 492 | San Quentin | CA | 94964 | NA | PC | For unrestricted support | $500 |
| Prison University Project Inc | |||||||
| PO Box 492 | San Quentin | CA | 94964 | NA | PC | To expand education in prison | $35,000 |
| PTA California Congress | |||||||
| Henry J Kaiser PTA 25 S Hill Ct | Oakland | CA | 94618 | NA | PC | for unrestricted support | $2,000 |
| Public Advocates Inc | |||||||
| 131 Steuart Street Suite 300 | San Francisco | CA | 94105 | NA | PC | For college/career readiness | $100,000 |
| Public Health Institute | |||||||
| 555 12th Street 10th Floor | Oakland | CA | 94607 | NA | PC | To sponsor an event | $5,000 |
| Queer Life Space Inc | |||||||
| 2275 Market St Ste 7 | San Francisco | CA | 94114 | NA | PC | For unrestricted support | $1,000 |
| Radio Bilingue Inc | |||||||
| 5005 E Belmont Ave | Fresno | CA | 93727 | NA | PC | To support Raices | $19,000 |
| Rancho Cielo Inc | |||||||
| PO Box 6948 | Salinas | CA | 93912 | NA | PC | For the Silver Star Youth Program | $500 |
| Ray of Light Theatre | |||||||
| 95 Walter Street | San Francisco | CA | 94114 | NA | PC | For unrestricted support | $500 |
| Reading and Beyond | |||||||
| 4670 E Butler Ave | Fresno | CA | 93702 | NA | PC | For Fresno Bridge Academy | $25,000 |
| Rector Churchwarden of All Saints Church | |||||||
| 3847 Terracina Drive | Riverside | CA | 92506 | NA | PC | For Icons in Transition project | $5,000 |
| REDF | |||||||
| 221 Main Street Suite 1550 | San Francisco | CA | 94105 | NA | PC | For unrestricted support | $365 |
| Redlands Community Music Association | |||||||
| 168 South Eureka Street | Redlands | CA | 92373 | NA | PC | For strategic planning | $21,500 |
| Refugee Transitions | |||||||
| 870 Market Street | San Francisco | CA | 94102 | NA | PC | For unrestricted support | $365 |
| Regents of the University of California | |||||||
| 1111 Franklin Street 12th Floor | Oakland | CA | 94607 | NA | PC | To research election participation | $90,000 |
| Regents of the University of California | |||||||
| 1111 Franklin Street 12th Floor | Oakland | CA | 94607 | NA | PC | For Linked Learning work | $75,000 |
| Regents of the University of California | |||||||
| 1111 Franklin Street 12th Floor | Oakland | CA | 94607 | NA | PC | For API civic engagement research | $147,500 |
| Renaissance Entrepreneurship Center | |||||||
| 275 5th Street | San Francisco | CA | 94103 | NA | PC | For core support, as a finalist for the | $25,000 |
| Resources Legacy Fund | |||||||
| 555 Capitol Mall Suite 1095 | Sacramento | CA | 95814 | NA | PC | For the CA Drought Action Initiative | $250,000 |
| Riverside Art Museum | |||||||
| 3425 Mission Inn Ave | Riverside | CA | 92501 | NA | PC | For Jackie Chan Activity Ctr | $5,000 |
| Riverside Art Museum | |||||||
| 3425 Mission Inn Ave | Riverside | CA | 92501 | NA | PC | For organizational transformation | $133,330 |
| Riverside Art Museum | |||||||
| 3425 Mission Inn Ave | Riverside | CA | 92501 | NA | PC | For a planning process | $100,000 |
| Riverside Repertory Theater | |||||||
| 4410 University Ave | Riverside | CA | 92501 | NA | PC | for unrestricted support | $20,000 |
| Rock the Vote | |||||||
| 1001 Connecticut Ave NW Suite 640 | Washington | DC | 20036 | NA | PC | To expand online voter registration | $200,000 |
| Rockefeller Philanthropy Advisors Inc | |||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | NA | PC | For the Fund for Shared Insight | $100,000 |
| Rose Fdn for Communities and the Env | |||||||
| 1970 Broadway Suite 600 | Oakland | CA | 94612 | NA | PC | For nonprofits around the Bay Area | $300,000 |
| Sacramento Housing Alliance | |||||||
| 1800 21st Street Suite 100 | Sacramento | CA | 95811 | NA | PC | For public sector commissions assessmt | $50,000 |
| Salinas Regional Sports Authority | |||||||
| 1188 Padre Drive | Salinas | CA | 93901 | NA | PC | for unrestricted support | $5,000 |
| San Diego Foundation | |||||||
| 2508 Historic Decatur Road Suite 2 | San Diego | CA | 92106 | NA | PC | For arts leadership in SD | $25,000 |
| San Diego Grantmakers | |||||||
| 5060 Shoreham Place Suite 350 | San Diego | CA | 92122 | NA | PC | For 2015 membership | $10,000 |
| San Diego Grantmakers | |||||||
| 5060 Shoreham Place Suite 350 | San Diego | CA | 92122 | NA | PC | For unrestricted support | $5,000 |
| San Diego LGBT Comm Ctr | |||||||
| PO Box 3357 | San Diego | CA | 92613 | NA | PC | For voter and civic engmt | $125,000 |
| San Diego MANA | |||||||
| 2515 Camino Del Rio S Ste 228 | San Diego | CA | 92108 | NA | PC | For unrestricted support | $5,000 |
| San Diego Organizing Project | |||||||
| 4305 University Ave Suite 530 | San Diego | CA | 92105 | NA | PC | For core support | $75,000 |
| San Francisco Bicycle Coalition Educatio | |||||||
| 1720 Market Street | San Francisco | CA | 94102 | NA | PC | for unrestricted support | $5,000 |
| San Francisco Bicycle Coalition Educatio | |||||||
| 1720 Market Street | San Francisco | CA | 94102 | NA | PC | for unrestricted support | $5,000 |
| San Francisco CASA | |||||||
| 2535 Mission Street | San Francisco | CA | 94110 | NA | PC | For unrestricted support | $2,500 |
| San Francisco Food Bank | |||||||
| 900 Pennsylvania Ave | San Francisco | CA | 94107 | NA | PC | For SF and Marin activities | $1,500 |
| San Francisco Food Bank | |||||||
| 900 Pennsylvania Ave | San Francisco | CA | 94107 | NA | PC | for unrestricted support | $1,000 |
| San Francisco Food Bank | |||||||
| 900 Pennsylvania Ave | San Francisco | CA | 94107 | NA | PC | For unrestricted support | $1,000 |
| San Francisco Friends School | |||||||
| 250 Valencia Street | San Francisco | CA | 94103 | NA | PC | For the Hunter Fund for the Future | $10,000 |
| San Francisco Opera Association | |||||||
| War Memorial Opera House 301 Van Ne | San Francisco | CA | 94102 | NA | PC | For unrestricted support | $10,000 |
| San Francisco Opera Association | |||||||
| War Memorial Opera House 301 Van Ne | San Francisco | CA | 94102 | NA | PC | For unrestricted support | $10,000 |
| San Francisco Public Health Foundation | |||||||
| 375 Laguna Honda Blvd B 303 | San Francisco | CA | 94116 | NA | PC | for support of Project Homeless Connect | $3,000 |
| San Francisco Shakespeare Festival | |||||||
| PO Box 460937 | San Francisco | CA | 94146 | NA | PC | For organizational transformation | $148,330 |
| San Francisco Symphony | |||||||
| Davies Symphony Hall 201 Van Ness A | San Francisco | CA | 94102 | NA | PC | For support of youth outreach | $10,000 |
| San Francisco Symphony | |||||||
| Davies Symphony Hall 201 Van Ness A | San Francisco | CA | 94102 | NA | PC | For arts engagement | $187,500 |
| San Francisco Zoological Society | |||||||
| 1 Zoo Road | San Francisco | CA | 94132 | NA | PC | For support of the Zoo Gardens | $10,000 |
| San Jose Taiko Group Inc | |||||||
| 565 North 5th Street | San Jose | CA | 95112 | NA | PC | For taiko performances | $14,050 |
| Santa Cruz Museum of Art and History | |||||||
| 705 Front Street | Santa Cruz | CA | 95060 | NA | PC | For organizational transformation | $105,000 |
| Santa Monica Arts Foundation | |||||||
| 1437 4th Street Suite 310 | Santa Monica | CA | 90401 | NA | PC | For Dia de los Muertos at Woodlawn | $2,500 |
| Save the Redwoods League | |||||||
| 111 Sutter St 11th Floor | San Francisco | CA | 94104 | NA | PC | For a master plan for Orrick Mill | $105,000 |
| Self-Help for the Elderly | |||||||
| 407 Sansome Street | San Francisco | CA | 94111 | NA | PC | For Jackie Chan Activity Ctr | $2,000 |
| Seva Foundation | |||||||
| 1786 Fifth Street | Berkeley | CA | 94710 | NA | PC | for support of California activities | $2,500 |
| Shotgun Players Inc | |||||||
| 1901 Ashby Avenue | Berkeley | CA | 94703 | NA | PC | for unrestricted support | $500 |
| Small Business Majority Foundation Inc | |||||||
| 1101 14th St NW Suite 950 | Washington | DC | 20005 | NA | PC | For Linked Learning partnerships | $150,000 |
| Soccer Without Borders | |||||||
| PO Box 3443 | Oakland | CA | 94609 | NA | PC | to support California activities | $5,000 |
| Social Policy Research Associates Inc | |||||||
| 1333 Broadway Suite 310 | Oakland | CA | 94612 | NA | NC | To evaluate the Commun Ldshp Proj | $55,666 |
| Socius Group | |||||||
| PO Box 750517 | Petaluma | CA | 94975 | NA | NC | For an arts learning community | $1,050,000 |
| Soldiers Project | |||||||
| 4605 Lankershim Blvd Suite 202 | North Hollywood | CA | 91602 | NA | PC | for support of California Residents | $2,500 |
| Southern California Grantmakers | |||||||
| 1000 N Alameda St Suite 230 | Los Angeles | CA | 90012 | NA | PC | For 2015 membership dues | $10,000 |
| Southern California Grantmakers | |||||||
| 1000 N Alameda St Suite 230 | Los Angeles | CA | 90012 | NA | PC | For core operating support | $66,000 |
| Southern California Grantmakers | |||||||
| 1000 N Alameda St Suite 230 | Los Angeles | CA | 90012 | NA | PC | To sponsor a conference | $15,000 |
| Southern California Public Radio | |||||||
| 474 South Raymond Avenue | Pasadena | CA | 91105 | NA | PC | For unrestricted support | $10,000 |
| Southern California Public Radio | |||||||
| 474 South Raymond Avenue | Pasadena | CA | 91105 | NA | PC | For SoCal public policy journalism | $100,000 |
| Southern California Public Radio | |||||||
| 474 South Raymond Avenue | Pasadena | CA | 91105 | NA | PC | To sponsor an event | $5,000 |
| Squaw Valley Community of Writers | |||||||
| PO Box 1416 | Nevada City | CA | 95959 | NA | PC | For Carlisle Family Scholarship | $2,000 |
| Stanford University | |||||||
| Office of the President Building 10 | Stanford | CA | 94305 | NA | PC | For Linked Learning efforts | $200,000 |
| Stanford University | |||||||
| Office of the President Building 10 | Stanford | CA | 94305 | NA | PC | To research school finance | $57,500 |
| Stanislaus Community Foundation | |||||||
| 1029 16th Street | Modesto | CA | 95354 | NA | PC | For Stanislaus READS | $75,000 |
| SCOPE | |||||||
| 1715 W Florence Avenue | Los Angeles | CA | 90047 | NA | PC | For general operating support | $125,000 |
| SCOPE | |||||||
| 1715 W Florence Avenue | Los Angeles | CA | 90047 | NA | PC | For voter and civic engmt | $400,000 |
| Teach for America Inc | |||||||
| 315 W 36th St 7th Floor | New York | NY | 10018 | NA | PC | For Bay Area teachers | $5,000 |
| Technology Affinity Group | |||||||
| 23 Briar Rd | Wayne | PA | 19087 | NA | PC | for support of California activities | $3,000 |
| That Man May See | |||||||
| 10 Koret Way Box 0352 | San Francisco | CA | 94143 | NA | PC | For support of the Augie Fund | $1,500 |
| The AjA Project | |||||||
| PO Box 15695 | San Diego | CA | 92175 | NA | PC | For a planning process | $13,200 |
| American Conservatory Theater | |||||||
| 30 Grant Avenue | San Francisco | CA | 94108 | NA | PC | For a mobile stage | $300,000 |
| The Assistance League of Fresno | |||||||
| 2037 W Bullard Ave PMB 306 | Fresno | CA | 93711 | NA | PC | For support of the Assisteens Program | $5,000 |
| The Bridgespan Group | |||||||
| 535 Boylston St 10th Floor | Boston | MA | 02116 | NA | PC | For Linked Learning Vision 2020 | $375,000 |
| The Bridgespan Group | |||||||
| 535 Boylston St 10th Floor | Boston | MA | 02116 | NA | PC | For Linked Learning Vision 2020 | $210,000 |
| The Crucible | |||||||
| 1260 7th Street | Oakland | CA | 94607 | NA | PC | for support of 'Our City Oakland' | $1,000 |
| The First Tee of Oakland | |||||||
| 11425 Golf Links Rd | Oakland | CA | 94605 | NA | PC | for unrestricted support | $1,000 |
| The Health Trust | |||||||
| 3180 Newberry Dr Ste 200 | San Jose | CA | 95118 | NA | PC | To sponsor an event | $2,500 |
| The Latino Community Foundation | |||||||
| One Embarcadero Center Suite 1400 | San Francisco | CA | 94111 | NA | SO I | To sponsor an event | $5,000 |
| The Pasadena Playhouse | |||||||
| 600 Playhouse Alley Suite 300 | Pasadena | CA | 91101 | NA | PC | For Mi Historia Mi Moda | $318,000 |
| The Santa Monica College Foundation | |||||||
| 1900 Pico Blvd | Santa Monica | CA | 90405 | NA | PC | For the Finkel Social Justice Schol | $2,500 |
| The UCLA Foundation | |||||||
| 10920 Wilshire Blvd Suite 900 | Los Angeles | CA | 90024 | NA | PC | For the Eule Memorial Fund | $2,500 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | NA | PC | For 2015 EPIP dues | $5,000 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | NA | PC | For parental training curriculum | $50,000 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | NA | PC | For voter and civic engmt | $125,000 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | NA | PC | To sponsor an event | $2,500 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | NA | PC | For leadership development | $50,000 |
| Tiyya Foundation Inc | |||||||
| 505 N Tustin Ave Suite 280 | Santa Ana | CA | 92705 | NA | PC | For unrestricted support | $25,000 |
| TransFormCA | |||||||
| 436 14th Street Suite 600 | Oakland | CA | 94612 | NA | PC | For arts engagement | $100,000 |
| United Way of Greater Los Angeles | |||||||
| 1150 South Olive Street T500 | Los Angeles | CA | 90015 | NA | PC | For Linked Learning in LA | $230,000 |
| UNITE-LA Inc | |||||||
| 350 S Bixel St | Los Angeles | CA | 90017 | NA | PC | For Linked Learning encouragement | $150,000 |
| University Enterprises Inc | |||||||
| Grants Contracts Administration 6 | Sacramento | CA | 95819 | NA | SO III FI | For planning | $150,000 |
| University of California Berkeley Fdn | |||||||
| 2080 Addison Street 4200 | Berkeley | CA | 94720 | NA | PC | For Goldman Annual Fund | $1,500 |
| University of San Diego | |||||||
| 5998 Alcala Park | San Diego | CA | 92110 | NA | PC | For SOLES | $10,000 |
| University of Southern California | |||||||
| Office of the President University | Los Angeles | CA | 90089 | NA | PC | For LA Fdn Leadership Group dues | $10,000 |
| University of Southern California | |||||||
| Office of the President University | Los Angeles | CA | 90089 | NA | PC | For immigration policy implementn | $112,500 |
| US - Mexico Border Philanth Partnership | |||||||
| 2508 Historic Decatur Road Suite 1 | San Diego | CA | 92106 | NA | PC | For support of activities in California | $5,000 |
| Verified Voting Foundation Inc | |||||||
| PO Box 4104 | Carlsbad | CA | 92018 | NA | PC | To research election technology | $25,000 |
| Voice of Witness | |||||||
| 849 Valencia St | San Francisco | CA | 94110 | NA | PC | For unrestricted support | $1,000 |
| West Contra Costa Public Education Fund | |||||||
| 217C West Richmond Avenue | Richmond | CA | 94801 | NA | PC | for support of scholarships for students | $15,000 |
| Women's Health Specialists | |||||||
| 1442 Ethan Way Suite 200 | Sacramento | CA | 95825 | NA | PC | For unrestricted support | $1,000 |
| Yerba Buena Center for the Arts | |||||||
| 701 Mission Street | San Francisco | CA | 94103 | NA | PC | For organizational transformation | $380,000 |
| Yerba Buena Center for the Arts | |||||||
| 701 Mission Street | San Francisco | CA | 94103 | NA | PC | For arts engagement | $197,000 |
| Yolo Hospice Inc | |||||||
| 1909 Galileo Ct Suite A PO Box | Davis | CA | 95617 | NA | PC | for unrestricted support | $1,000 |
| Youth Mentoring and Sports | |||||||
| 5445 Vicente Way Suite 5 | Oakland | CA | 94609 | NA | PC | for unrestricted support | $1,000 |
| Youth Speaks Inc | |||||||
| 1663 Mission Street Suite 604 | San Francisco | CA | 94103 | NA | PC | For general operating support | $125,000 |
| Zen Hospice Project Inc | |||||||
| 273 Page Street | San Francisco | CA | 94102 | NA | PC | for unrestricted support | $1,000 |
| TOTAL MATCHING GIFTS | |||||||
| Various | Various | VA | 11111 | NA | PC | The foundation matches at a ratio of 3:1 | $422,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,603,197 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (244 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Save the Redwoods League | |||||||
| 111 Sutter St 11th Floor | San Francisco | CA | 94104 | NA | PC | For a master plan for Orrick Mill | $105,000 |
| San Luis Obispo Museum of Art | |||||||
| 1010 Broad Street | San Luis Obispo | CA | 93401 | NA | PC | For visual arts programming | $56,000 |
| San Luis Obispo Museum of Art | |||||||
| 1010 Broad Street | San Luis Obispo | CA | 93401 | NA | PC | For visual arts programming | $56,000 |
| Los Angeles Brotherhood Crusade | |||||||
| 200 East Slauson Avenue | Los Angeles | CA | 90011 | NA | PC | For a Soccer for Success project | $100,000 |
| American Civil Lib Union Fdn of NorCal | |||||||
| 39 Drumm St | San Francisco | CA | 94111 | NA | PC | For AB 60 implementation | $150,000 |
| Orange County Community Foundation | |||||||
| 4041 MacArthur Blvd Suite 510 | Newport Beach | CA | 92660 | NA | PC | For ACT Anaheim | $100,000 |
| Socius Group | |||||||
| PO Box 750517 | Petaluma | CA | 94975 | NA | NC | For an arts learning community | $925,000 |
| Regents of the University of California | |||||||
| 1111 Franklin Street 12th Floor | Oakland | CA | 94607 | NA | PC | For API civic engagement research | $147,500 |
| Museum of Contemporary Art Santa Barbara | |||||||
| 653 Paseo Nuevo | Santa Barbara | CA | 93101 | NA | PC | For arts engagement | $65,000 |
| Museum of Contemporary Art Santa Barbara | |||||||
| 653 Paseo Nuevo | Santa Barbara | CA | 93101 | NA | PC | For arts engagement | $70,000 |
| San Francisco Symphony | |||||||
| Davies Symphony Hall 201 Van Ness A | San Francisco | CA | 94102 | NA | PC | For arts engagement | $187,500 |
| San Francisco Symphony | |||||||
| Davies Symphony Hall 201 Van Ness A | San Francisco | CA | 94102 | NA | PC | For arts engagement | $375,000 |
| Diavolo Dance Theatre | |||||||
| 616 Moulton Avenue | Los Angeles | CA | 90031 | NA | PC | For arts engagement | $125,000 |
| Diavolo Dance Theatre | |||||||
| 616 Moulton Avenue | Los Angeles | CA | 90031 | NA | PC | For arts engagement | $31,250 |
| TransFormCA | |||||||
| 436 14th Street Suite 600 | Oakland | CA | 94612 | NA | PC | For arts engagement | $100,000 |
| Kala Institute | |||||||
| 1060 Heinz Street | Berkeley | CA | 94710 | NA | PC | For arts engagement | $57,000 |
| Kala Institute | |||||||
| 1060 Heinz Street | Berkeley | CA | 94710 | NA | PC | For arts engagement | $57,000 |
| Kala Institute | |||||||
| 1060 Heinz Street | Berkeley | CA | 94710 | NA | PC | For arts engagement | $57,000 |
| Kala Institute | |||||||
| 1060 Heinz Street | Berkeley | CA | 94710 | NA | PC | For arts engagement | $57,000 |
| Rhythmix Cultural Works | |||||||
| 2513 Blanding Avenue | Alameda | CA | 94501 | NA | PC | For arts engagement | $29,000 |
| Center on Race Poverty & Environment | |||||||
| 1999 Harrison Street Suite 650 | Oakland | CA | 94612 | NA | PC | For civic participation | $250,000 |
| Center on Race Poverty & Environment | |||||||
| 1999 Harrison Street Suite 650 | Oakland | CA | 94612 | NA | PC | For civic participation | $125,000 |
| EdSource Inc | |||||||
| 436 14th Street Suite 723 | Oakland | CA | 94612 | NA | PC | For college/career readiness | $225,000 |
| EdSource Inc | |||||||
| 436 14th Street Suite 723 | Oakland | CA | 94612 | NA | PC | For college/career readiness | $112,500 |
| Public Advocates Inc | |||||||
| 131 Steuart Street Suite 300 | San Francisco | CA | 94105 | NA | PC | For college/career readiness | $100,000 |
| Children Now | |||||||
| 1404 Franklin Street Suite 700 | Oakland | CA | 94612 | NA | PC | For college/career readiness | $200,000 |
| Children Now | |||||||
| 1404 Franklin Street Suite 700 | Oakland | CA | 94612 | NA | PC | For college/career readiness | $100,000 |
| National Immigration Forum Inc | |||||||
| 50 F Street NW Suite 300 | Washington | DC | 20001 | NA | PC | For core support | $100,000 |
| National Immigration Forum Inc | |||||||
| 50 F Street NW Suite 300 | Washington | DC | 20001 | NA | PC | For core support | $200,000 |
| AAAJLA | |||||||
| 1145 Wilshire Blvd | Los Angeles | CA | 90017 | NA | PC | For core support | $75,000 |
| AAAJLA | |||||||
| 1145 Wilshire Blvd | Los Angeles | CA | 90017 | NA | PC | For core support | $150,000 |
| NALEO Educational Fund | |||||||
| 1122 W Washington Blvd 3rd Floor | Los Angeles | CA | 90015 | NA | PC | For core support | $175,000 |
| NALEO Educational Fund | |||||||
| 1122 W Washington Blvd 3rd Floor | Los Angeles | CA | 90015 | NA | PC | For core support | $87,500 |
| ACLU Fndn of San Diego & Imperial Counties Inc | |||||||
| PO Box 87131 | San Diego | CA | 92138 | NA | PC | For core support | $250,000 |
| ACLU Fndn of San Diego & Imperial Counties Inc | |||||||
| PO Box 87131 | San Diego | CA | 92138 | NA | PC | For core support | $125,000 |
| Greenlining Institute | |||||||
| 1918 University Ave 2nd Floor | Berkeley | CA | 94704 | NA | PC | For core support | $37,500 |
| Asian Pacific Environmental Network | |||||||
| 310 8th Street Suite 309 | Oakland | CA | 94607 | NA | PC | For core support | $75,000 |
| Asian Pacific Environmental Network | |||||||
| 310 8th Street Suite 309 | Oakland | CA | 94607 | NA | PC | For core support | $150,000 |
| San Diego Organizing Project | |||||||
| 4305 University Ave Suite 530 | San Diego | CA | 92105 | NA | PC | For core support | $75,000 |
| San Diego Organizing Project | |||||||
| 4305 University Ave Suite 530 | San Diego | CA | 92105 | NA | PC | For core support | $150,000 |
| Community Water Center | |||||||
| 311 W Murray Ave | Visalia | CA | 93291 | NA | PC | For core support | $150,000 |
| Cypress Performing Arts Association | |||||||
| 44 Page Street 400 | San Francisco | CA | 94102 | NA | PC | For free pop-up concerts | $32,000 |
| Arte Americas The Mexican Arts Center | |||||||
| 1630 Van Ness | Fresno | CA | 93721 | NA | PC | For Dia de los Muertos | $17,500 |
| CalPIRG Education Fund Inc | |||||||
| 483 9th St Suite 100 | Oakland | CA | 94607 | NA | PC | For election reform collaboration | $62,500 |
| CalPIRG Education Fund Inc | |||||||
| 483 9th St Suite 100 | Oakland | CA | 94607 | NA | PC | For election reform collaboration | $125,000 |
| Community Partners | |||||||
| 1000 N Alameda St Ste 240 | Los Angeles | CA | 90012 | NA | PC | For election reform collaboration | $500,000 |
| Community Partners | |||||||
| 1000 N Alameda St Ste 240 | Los Angeles | CA | 90012 | NA | PC | For election reform collaboration | $250,000 |
| National Academy Foundation | |||||||
| 218 West 40th Street 5th Floor | New York | NY | 10018 | NA | PC | For Future Ready Venture | $50,000 |
| National Immigration Law Center | |||||||
| 3435 Wilshire Boulevard Suite 2850 | Los Angeles | CA | 90010 | NA | PC | For general operating support | $137,500 |
| National Immigration Law Center | |||||||
| 3435 Wilshire Boulevard Suite 2850 | Los Angeles | CA | 90010 | NA | PC | For general operating support | $275,000 |
| California Calls Education Fund | |||||||
| 4801 Exposition Blvd | Los Angeles | CA | 90016 | NA | PC | For general operating support | $300,000 |
| California Calls Education Fund | |||||||
| 4801 Exposition Blvd | Los Angeles | CA | 90016 | NA | PC | For general operating support | $600,000 |
| NALEO Educational Fund | |||||||
| 1122 W Washington Blvd 3rd Floor | Los Angeles | CA | 90015 | NA | PC | For general operating support | $150,000 |
| NALEO Educational Fund | |||||||
| 1122 W Washington Blvd 3rd Floor | Los Angeles | CA | 90015 | NA | PC | For general operating support | $150,000 |
| CHIRLA | |||||||
| 2533 West 3rd St Suite 101 | Los Angeles | CA | 90057 | NA | PC | For general operating support | $100,000 |
| CHIRLA | |||||||
| 2533 West 3rd St Suite 101 | Los Angeles | CA | 90057 | NA | PC | For general operating support | $200,000 |
| Community Coalition | |||||||
| 8101 S Vermont Avenue | Los Angeles | CA | 90044 | NA | PC | For general operating support | $125,000 |
| Community Coalition | |||||||
| 8101 S Vermont Avenue | Los Angeles | CA | 90044 | NA | PC | For general operating support | $250,000 |
| CCAEJ | |||||||
| PO Box 33124 | Riverside | CA | 92519 | NA | PC | For general operating support | $150,000 |
| CCAEJ | |||||||
| PO Box 33124 | Riverside | CA | 92519 | NA | PC | For general operating support | $150,000 |
| InnerCity Struggle | |||||||
| 124 N Townsend Ave | Los Angeles | CA | 90063 | NA | PC | For general operating support | $125,000 |
| InnerCity Struggle | |||||||
| 124 N Townsend Ave | Los Angeles | CA | 90063 | NA | PC | For general operating support | $250,000 |
| SCOPE | |||||||
| 1715 W Florence Avenue | Los Angeles | CA | 90047 | NA | PC | For general operating support | $125,000 |
| SCOPE | |||||||
| 1715 W Florence Avenue | Los Angeles | CA | 90047 | NA | PC | For general operating support | $250,000 |
| AAAJLA | |||||||
| 1145 Wilshire Blvd | Los Angeles | CA | 90017 | NA | PC | For general operating support | $150,000 |
| AAAJLA | |||||||
| 1145 Wilshire Blvd | Los Angeles | CA | 90017 | NA | PC | For general operating support | $150,000 |
| Participatory Budgeting Project | |||||||
| 33 Flatbush Ave 4th floor | Brooklyn | NY | 11217 | NA | PC | For general operating support | $110,000 |
| Participatory Budgeting Project | |||||||
| 33 Flatbush Ave 4th floor | Brooklyn | NY | 11217 | NA | PC | For general operating support | $110,000 |
| Youth Speaks Inc | |||||||
| 1663 Mission Street Suite 604 | San Francisco | CA | 94103 | NA | PC | For general operating support | $125,000 |
| Diavolo Dance Theatre | |||||||
| 616 Moulton Avenue | Los Angeles | CA | 90031 | NA | PC | For general operating support | $75,000 |
| Generation Citizen | |||||||
| 175 Varick St 5th Floor | New York | NY | 10014 | NA | PC | For general operating support | $100,000 |
| Digital Nest | |||||||
| 17 Aspen Way | Watsonville | CA | 95076 | NA | PC | For general operating support | $25,000 |
| Vision To Learn | |||||||
| 1179 West A Street Suite 417 | Los Angeles | CA | 90049 | NA | PC | For general operating support | $25,000 |
| The Sierra Fund | |||||||
| 206 Sacramento Street Suite 101 | Nevada City | CA | 95959 | NA | PC | For general operating support | $200,000 |
| SFMade | |||||||
| 926 Howard St | San Francisco | CA | 94103 | NA | PC | For general operating support | $200,000 |
| National Day Laborer Organizing Network | |||||||
| 675 S Park View St Suite B | Los Angeles | CA | 90057 | NA | PC | For humane immigrant policies | $150,000 |
| University of Southern California | |||||||
| Office of the President University | Los Angeles | CA | 90089 | NA | PC | For immigration policy implementn | $225,000 |
| University of Southern California | |||||||
| Office of the President University | Los Angeles | CA | 90089 | NA | PC | For immigration policy implementn | $112,500 |
| California Community Foundation | |||||||
| 221 S Figueroa St Suite 400 | Los Angeles | CA | 90012 | NA | PC | For immigration policy implementn | $250,000 |
| Jobs for the Future Inc | |||||||
| 88 Broad Street | Boston | MA | 02110 | NA | PC | For Linked Learning | $850,000 |
| Jobs for the Future Inc | |||||||
| 88 Broad Street | Boston | MA | 02110 | NA | PC | For Linked Learning | $875,485 |
| Jobs for the Future Inc | |||||||
| 88 Broad Street | Boston | MA | 02110 | NA | PC | For Linked Learning | $875,485 |
| UNITE-LA Inc | |||||||
| 350 S Bixel St | Los Angeles | CA | 90017 | NA | PC | For Linked Learning encouragement | $150,000 |
| UNITE-LA Inc | |||||||
| 350 S Bixel St | Los Angeles | CA | 90017 | NA | PC | For Linked Learning encouragement | $300,000 |
| Center for Powerful Public Schools | |||||||
| 350 S Bixel Street Suite 180 | Los Angeles | CA | 90017 | NA | PC | For Linked Learning in LA | $493,750 |
| Center for Powerful Public Schools | |||||||
| 350 S Bixel Street Suite 180 | Los Angeles | CA | 90017 | NA | PC | For Linked Learning in LA | $987,500 |
| Education Trust Inc | |||||||
| 1814 Franklin Street Suite 220 | Oakland | CA | 94612 | NA | PC | For Linked Learning integration | $100,000 |
| Policy Impact | |||||||
| 1107 9th Street Suite 500 | Sacramento | CA | 95814 | NA | PC | For Linked Learning tech assistance | $350,000 |
| California State University Foundation | |||||||
| 401 Golden Shore 6th Floor | Long Beach | CA | 90802 | NA | PC | For Linked Learning training | $500,000 |
| California State University Foundation | |||||||
| 401 Golden Shore 6th Floor | Long Beach | CA | 90802 | NA | PC | For Linked Learning training | $250,000 |
| ConnectEd | |||||||
| 2150 Shattuck Avenue Suite 1200 | Berkeley | CA | 94704 | NA | PC | For Linked Learning Vision 2020 | $2,000,000 |
| ConnectEd | |||||||
| 2150 Shattuck Avenue Suite 1200 | Berkeley | CA | 94704 | NA | PC | For Linked Learning Vision 2020 | $1,000,000 |
| Pivot Learning Partners | |||||||
| 500 12th St Suite 350 | Oakland | CA | 94607 | NA | PC | For Linked Learning Vision 2020 | $150,000 |
| Foundation for CA Community Colleges | |||||||
| 1102 Q Street Suite 3500 | Sacramento | CA | 95811 | NA | PC | For Linked Learning work | $50,000 |
| Regents of the University of California | |||||||
| 1111 Franklin Street 12th Floor | Oakland | CA | 94607 | NA | PC | For Linked Learning work | $75,000 |
| Regents of the University of California | |||||||
| 1111 Franklin Street 12th Floor | Oakland | CA | 94607 | NA | PC | For Linked Learning work | $150,000 |
| Institute For Evidence-Based Change | |||||||
| 171 Saxony Road Suite 108 | Encinitas | CA | 92024 | NA | PC | For LLDI data assistance | $350,000 |
| California Association of Nonprofits | |||||||
| 400 Montgomery Street Suite 500 | San Francisco | CA | 94104 | NA | PC | For nonprofit govt contract work | $25,000 |
| Los Angeles County Museum of Art | |||||||
| 5905 Wilshire Boulevard | Los Angeles | CA | 90036 | NA | PC | For off-site programming | $250,000 |
| Los Angeles County Museum of Art | |||||||
| 5905 Wilshire Boulevard | Los Angeles | CA | 90036 | NA | PC | For off-site programming | $250,000 |
| Los Angeles County Museum of Art | |||||||
| 5905 Wilshire Boulevard | Los Angeles | CA | 90036 | NA | PC | For off-site programming | $125,000 |
| Dell'Arte Inc | |||||||
| PO Box 816 | Blue Lake | CA | 95525 | NA | PC | For organizational transformation | $220,000 |
| Dell'Arte Inc | |||||||
| PO Box 816 | Blue Lake | CA | 95525 | NA | PC | For organizational transformation | $220,000 |
| Dell'Arte Inc | |||||||
| PO Box 816 | Blue Lake | CA | 95525 | NA | PC | For organizational transformation | $110,000 |
| Alliance for California Traditional Arts | |||||||
| 744 P Street Suite 307 | Fresno | CA | 93721 | NA | PC | For organizational transformation | $325,000 |
| Alliance for California Traditional Arts | |||||||
| 744 P Street Suite 307 | Fresno | CA | 93721 | NA | PC | For organizational transformation | $325,000 |
| Alliance for California Traditional Arts | |||||||
| 744 P Street Suite 307 | Fresno | CA | 93721 | NA | PC | For organizational transformation | $162,500 |
| La Jolla Playhouse | |||||||
| dba La Jolla Playhouse PO Box 120 | La Jolla | CA | 92039 | NA | PC | For organizational transformation | $516,670 |
| La Jolla Playhouse | |||||||
| dba La Jolla Playhouse PO Box 120 | La Jolla | CA | 92039 | NA | PC | For organizational transformation | $516,670 |
| La Jolla Playhouse | |||||||
| dba La Jolla Playhouse PO Box 120 | La Jolla | CA | 92039 | NA | PC | For organizational transformation | $258,330 |
| Riverside Art Museum | |||||||
| 3425 Mission Inn Ave | Riverside | CA | 92501 | NA | PC | For organizational transformation | $266,670 |
| Riverside Art Museum | |||||||
| 3425 Mission Inn Ave | Riverside | CA | 92501 | NA | PC | For organizational transformation | $266,670 |
| Riverside Art Museum | |||||||
| 3425 Mission Inn Ave | Riverside | CA | 92501 | NA | PC | For organizational transformation | $133,330 |
| Old Globe Theatre | |||||||
| PO Box 122171 | San Diego | CA | 92112 | NA | PC | For organizational transformation | $575,000 |
| Old Globe Theatre | |||||||
| PO Box 122171 | San Diego | CA | 92112 | NA | PC | For organizational transformation | $575,000 |
| Old Globe Theatre | |||||||
| PO Box 122171 | San Diego | CA | 92112 | NA | PC | For organizational transformation | $287,500 |
| San Francisco Shakespeare Festival | |||||||
| PO Box 460937 | San Francisco | CA | 94146 | NA | PC | For organizational transformation | $296,670 |
| San Francisco Shakespeare Festival | |||||||
| PO Box 460937 | San Francisco | CA | 94146 | NA | PC | For organizational transformation | $296,670 |
| San Francisco Shakespeare Festival | |||||||
| PO Box 460937 | San Francisco | CA | 94146 | NA | PC | For organizational transformation | $148,330 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | NA | PC | For parental training curriculum | $50,000 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | NA | PC | For parental training curriculum | $100,000 |
| Fresno Grand Opera | |||||||
| 2405 Capitol St Ste 103 | Fresno | CA | 93721 | NA | PC | For participatory programming | $76,000 |
| PICO National Network | |||||||
| 171 Santa Rosa Avenue | Oakland | CA | 94610 | NA | PC | For PICO CA | $250,000 |
| PICO National Network | |||||||
| 171 Santa Rosa Avenue | Oakland | CA | 94610 | NA | PC | For PICO CA | $500,000 |
| University Enterprises Inc | |||||||
| Grants Contracts Administration 6 | Sacramento | CA | 95819 | NA | SO III FI | For planning | $150,000 |
| Liberty Hill Foundation | |||||||
| 6420 Wilshire Blvd Suite 700 | Los Angeles | CA | 90048 | NA | PC | For public sector commissions training | $112,500 |
| Liberty Hill Foundation | |||||||
| 6420 Wilshire Blvd Suite 700 | Los Angeles | CA | 90048 | NA | PC | For public sector commissions training | $225,000 |
| Heidi Duckler Dance Theatre | |||||||
| 2934 1/2 Beverly Glen Circle Suite | Los Angeles | CA | 90077 | NA | PC | For site-specific dance workshops | $28,500 |
| Heidi Duckler Dance Theatre | |||||||
| 2934 1/2 Beverly Glen Circle Suite | Los Angeles | CA | 90077 | NA | PC | For site-specific dance workshops | $28,500 |
| Southern California Public Radio | |||||||
| 474 South Raymond Avenue | Pasadena | CA | 91105 | NA | PC | For SoCal public policy journalism | $100,000 |
| Stanislaus Community Foundation | |||||||
| 1029 16th Street | Modesto | CA | 95354 | NA | PC | For Stanislaus READS | $75,000 |
| Stanislaus Community Foundation | |||||||
| 1029 16th Street | Modesto | CA | 95354 | NA | PC | For Stanislaus READS | $150,000 |
| San Jose Taiko Group Inc | |||||||
| 565 North 5th Street | San Jose | CA | 95112 | NA | PC | For taiko performances | $5,950 |
| Resources Legacy Fund | |||||||
| 555 Capitol Mall Suite 1095 | Sacramento | CA | 95814 | NA | PC | For the CA Drought Action Initiative | $250,000 |
| Resources Legacy Fund | |||||||
| 555 Capitol Mall Suite 1095 | Sacramento | CA | 95814 | NA | PC | For the CA Drought Action Initiative | $500,000 |
| Resources Legacy Fund | |||||||
| 555 Capitol Mall Suite 1095 | Sacramento | CA | 95814 | NA | PC | For the CA Drought Action Initiative | $500,000 |
| Fuse Corps | |||||||
| 1202 Ralston Avenue Suite 1B | San Francisco | CA | 94129 | NA | PC | For the CA Fellowships | $125,000 |
| Fuse Corps | |||||||
| 1202 Ralston Avenue Suite 1B | San Francisco | CA | 94129 | NA | PC | For the CA Fellowships | $250,000 |
| CSU Fresno Foundation | |||||||
| 4910 N Chestnut | Fresno | CA | 93726 | NA | PC | For the CA Partnership for SJV | $100,000 |
| CSU Fresno Foundation | |||||||
| 4910 N Chestnut | Fresno | CA | 93726 | NA | PC | For the CA Partnership for SJV | $200,000 |
| Imperial Valley Food Pantry | |||||||
| 329 Applestill Road | El Centro | CA | 92243 | NA | PC | For the capital/endowment campaign | $250,000 |
| Zocalo Public Square | |||||||
| 725 Arizona Ave Suite 204 | Santa Monica | CA | 90401 | NA | PC | For the Connecting the Arts project | $100,000 |
| Zocalo Public Square | |||||||
| 725 Arizona Ave Suite 204 | Santa Monica | CA | 90401 | NA | PC | For the Connecting the Arts project | $100,000 |
| Zocalo Public Square | |||||||
| 725 Arizona Ave Suite 204 | Santa Monica | CA | 90401 | NA | PC | For the Connecting the Arts project | $100,000 |
| 18th Street Arts Center | |||||||
| 1639 18th Street | Santa Monica | CA | 90404 | NA | PC | For the Residents and Riders project | $115,000 |
| 18th Street Arts Center | |||||||
| 1639 18th Street | Santa Monica | CA | 90404 | NA | PC | For the Residents and Riders project | $115,000 |
| American Friends Service Committee | |||||||
| 1501 Cherry Street | Philadelphia | PA | 19102 | NA | PC | For the Tamejavi Organizing Fellowship | $50,000 |
| American Friends Service Committee | |||||||
| 1501 Cherry Street | Philadelphia | PA | 19102 | NA | PC | For the Tamejavi Organizing Fellowship | $100,000 |
| American Conservatory Theater Fdn | |||||||
| 30 Grant Avenue | San Francisco | CA | 94108 | NA | PC | For unrestricted support | $18,000 |
| SF Child Abuse Prevention Center | |||||||
| 1757 Waller Street | San Francisco | CA | 94117 | NA | PC | For unrestricted support | $3,000 |
| San Francisco Day School | |||||||
| 350 Masonic Avenue | San Francisco | CA | 94118 | NA | PC | For unrestricted support | $3,000 |
| KQED Inc | |||||||
| 2601 Mariposa St | San Francisco | CA | 94110 | NA | PC | For unrestricted support | $750 |
| California Pacific Medical Center Fdn | |||||||
| 2015 Steiner Street | San Francisco | CA | 94115 | NA | PC | For unrestricted support | $3,000 |
| Tipping Point Community | |||||||
| 220 Montgomery Street Suite 850 | San Francisco | CA | 94104 | NA | PC | For unrestricted support | $3,000 |
| Good Samaritan Hospital | |||||||
| 1225 Wilshire Blvd | Los Angeles | CA | 90017 | NA | PC | For unrestricted support | $30,000 |
| League of Women Voters of CA Ed Fund | |||||||
| 1107 9th Street Suite 300 | Sacramento | CA | 95814 | NA | PC | For voter and civic engagement | $100,000 |
| League of Women Voters of CA Ed Fund | |||||||
| 1107 9th Street Suite 300 | Sacramento | CA | 95814 | NA | PC | For voter and civic engagement | $200,000 |
| OCCORD | |||||||
| 13252 Garden Grove Blvd Suite 209 | Garden Grove | CA | 92843 | NA | PC | For voter and civic engagement | $87,500 |
| OCCORD | |||||||
| 13252 Garden Grove Blvd Suite 209 | Garden Grove | CA | 92843 | NA | PC | For voter and civic engagement | $175,000 |
| San Diego LGBT Community Center | |||||||
| PO Box 3357 | San Diego | CA | 92613 | NA | PC | For voter and civic engagement | $125,000 |
| San Diego LGBT Community Center | |||||||
| PO Box 3357 | San Diego | CA | 92613 | NA | PC | For voter and civic engagement | $250,000 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | NA | PC | For voter and civic engagement | $250,000 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | NA | PC | For voter and civic engagement | $125,000 |
| Center for Civic Design | |||||||
| 5443 Tates Bank Road | Cambridge | MD | 21613 | NA | PC | For voter guide technical assistance | $95,000 |
| MapLight | |||||||
| 2223 Shattuck Ave | Berkeley | CA | 94704 | NA | PC | For Voter's Edge | $75,000 |
| MapLight | |||||||
| 2223 Shattuck Ave | Berkeley | CA | 94704 | NA | PC | For Voter's Edge | $150,000 |
| National Academy Foundation | |||||||
| 218 West 40th Street 5th Floor | New York | NY | 10018 | NA | PC | For work-based learning | $2,000,000 |
| National Academy Foundation | |||||||
| 218 West 40th Street 5th Floor | New York | NY | 10018 | NA | PC | For work-based learning | $1,000,000 |
| Oakland Community Organization | |||||||
| 7200 Bancroft Avenue 2 Eastmont Ma | Oakland | CA | 94605 | NA | PC | To advance Linked Learning | $137,500 |
| CA Fdn for Commerce and Education | |||||||
| PO Box 1736 | Sacramento | CA | 95812 | NA | SO I | To advance work-based learning | $50,000 |
| CEL Education Fund | |||||||
| 1330 Broadway Suite 501 | Oakland | CA | 94612 | NA | PC | To create a network of practitioners | $50,000 |
| CEL Education Fund | |||||||
| 1330 Broadway Suite 501 | Oakland | CA | 94612 | NA | PC | To create a network of practitioners | $100,000 |
| Centro Latino for Literacy | |||||||
| 1709 W 8th Street Suite A | Los Angeles | CA | 90017 | NA | PC | For a web-based library partnership | $100,000 |
| Center on Policy Initiatives | |||||||
| 3727 Camino Del Rio S Suite 100 | San Diego | CA | 92108 | NA | PC | For public sector commissions training | $100,000 |
| Coachella Valley Economic Partnership | |||||||
| 3111 East Tahquitz Canyon Way | Palm Springs | CA | 92262 | NA | PC | For Linked Learning in Coachella Vly | $270,000 |
| Cultural Data Project | |||||||
| 400 Market Street Suite 600 | Philadelphia | PA | 19106 | NA | PC | For data about the arts sector | $66,680 |
| Cultural Data Project | |||||||
| 400 Market Street Suite 600 | Philadelphia | PA | 19106 | NA | PC | For data about the arts sector | $66,660 |
| Cultural Data Project | |||||||
| 400 Market Street Suite 600 | Philadelphia | PA | 19106 | NA | PC | For data about the arts sector | $66,660 |
| California Business Roundtable | |||||||
| 1301 I Street | Sacramento | CA | 95814 | NA | NC | To engage around finance reform | $117,250 |
| Youth Radio | |||||||
| 1701 Broadway Ave | Oakland | CA | 94612 | NA | PC | For 'Play All Day' | $131,000 |
| Youth Radio | |||||||
| 1701 Broadway Ave | Oakland | CA | 94612 | NA | PC | For 'Play All Day' | $131,000 |
| Redlands Community Music Association | |||||||
| 168 South Eureka Street | Redlands | CA | 92373 | NA | PC | For arts engagement | $78,000 |
| Redlands Community Music Association | |||||||
| 168 South Eureka Street | Redlands | CA | 92373 | NA | PC | For arts engagement | $78,000 |
| California Voter Foundation | |||||||
| PO Box 189277 | Sacramento | CA | 95818 | NA | PC | To research election process | $25,000 |
| California Voter Foundation | |||||||
| PO Box 189277 | Sacramento | CA | 95818 | NA | PC | To research election process | $50,000 |
| Equal Measure | |||||||
| 1528 Walnut Street Suite 805 | Philadelphia | PA | 19102 | NA | PC | To evaluate Linked Learning hubs | $250,000 |
| Equal Measure | |||||||
| 1528 Walnut Street Suite 805 | Philadelphia | PA | 19102 | NA | PC | To evaluate Linked Learning hubs | $500,000 |
| Equal Measure | |||||||
| 1528 Walnut Street Suite 805 | Philadelphia | PA | 19102 | NA | PC | To evaluate Linked Learning hubs | $500,000 |
| Equal Measure | |||||||
| 1528 Walnut Street Suite 805 | Philadelphia | PA | 19102 | NA | PC | To evaluate the Bridging the Gap Init | $300,250 |
| Fdn for CA Community Colleges | |||||||
| 1102 Q Street Suite 3500 | Sacramento | CA | 95811 | NA | PC | To expand Linked Learning | $1,000,000 |
| Fdn for CA Community Colleges | |||||||
| 1102 Q Street Suite 3500 | Sacramento | CA | 95811 | NA | PC | To expand Linked Learning | $500,000 |
| Rock the Vote | |||||||
| 1001 Connecticut Ave NW Suite 640 | Washington | DC | 20036 | NA | PC | To expand online voter registration | $100,000 |
| Laguna Art Museum | |||||||
| 307 Cliff Dr | Laguna Beach | CA | 92651 | NA | PC | For arts programming | $28,000 |
| Laguna Art Museum | |||||||
| 307 Cliff Dr | Laguna Beach | CA | 92651 | NA | PC | For arts programming | $28,000 |
| Laguna Art Museum | |||||||
| 307 Cliff Dr | Laguna Beach | CA | 92651 | NA | PC | For arts programming | $28,000 |
| United Way of Greater Los Angeles | |||||||
| 1150 South Olive Street T500 | Los Angeles | CA | 90015 | NA | PC | For Linked Learning in LA | $300,000 |
| MapLight | |||||||
| 2223 Shattuck Ave | Berkeley | CA | 94704 | NA | PC | To redesign the Cal-Access website | $150,000 |
| MapLight | |||||||
| 2223 Shattuck Ave | Berkeley | CA | 94704 | NA | PC | To redesign the Cal-Access website | $150,000 |
| Council for a Strong America | |||||||
| 1212 New York Avenue NW Suite 300 | Washington | DC | 20005 | NA | PC | For Linked Learning awareness bldg | $50,000 |
| Council for a Strong America | |||||||
| 1212 New York Avenue NW Suite 300 | Washington | DC | 20005 | NA | PC | For Linked Learning awareness bldg | $50,000 |
| San Francisco General Hospital Fdn | |||||||
| 2789 25th Street Suite 2028 | San Francisco | CA | 94110 | NA | PC | To increase health literacy | $200,000 |
| Yolo County Arts Council Inc | |||||||
| PO Box 8250 | Woodland | CA | 95776 | NA | PC | To engage the homeless in the arts | $34,000 |
| Yolo County Arts Council Inc | |||||||
| PO Box 8250 | Woodland | CA | 95776 | NA | PC | To engage the homeless in the arts | $34,000 |
| California Budget & Policy Center | |||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | NA | PC | To inform budget/policy debates | $95,000 |
| Center for Law and Social Policy | |||||||
| 1200 18th Street NW Suite 200 | Washington | DC | 20036 | NA | PC | For an online comparison tool | $40,100 |
| Peralta Colleges Foundation | |||||||
| 333 E 8th Street | Oakland | CA | 94606 | NA | PC | For planning | $150,000 |
| CSU Long Beach Research Foundation | |||||||
| 6300 State University Drive 332 | Long Beach | CA | 90815 | NA | PC | For planning | $150,000 |
| Valley Public Radio | |||||||
| 3437 West Shaw Avenue 101 | Fresno | CA | 93711 | NA | PC | For a permanent studio | $200,000 |
| Cygnet Theatre Company | |||||||
| 2410 Congress St | San Diego | CA | 92110 | NA | PC | For veteran engagement | $93,500 |
| Cygnet Theatre Company | |||||||
| 2410 Congress St | San Diego | CA | 92110 | NA | PC | For veteran engagement | $93,500 |
| J Paul Getty Trust | |||||||
| 1200 Getty Center Dr Suite 800 | Los Angeles | CA | 90049 | NA | POF | To publicize Pacific Standard Time: LA | $62,500 |
| J Paul Getty Trust | |||||||
| 1200 Getty Center Dr Suite 800 | Los Angeles | CA | 90049 | NA | POF | To publicize Pacific Standard Time: LA | $125,000 |
| Regents of the University of California | |||||||
| 1111 Franklin Street 12th Floor | Oakland | CA | 94607 | NA | PC | To research election participation | $180,000 |
| Regents of the University of California | |||||||
| 1111 Franklin Street 12th Floor | Oakland | CA | 94607 | NA | PC | To research election participation | $90,000 |
| Verified Voting Foundation Inc | |||||||
| PO Box 4104 | Carlsbad | CA | 92018 | NA | PC | To research election technology | $25,000 |
| Verified Voting Foundation Inc | |||||||
| PO Box 4104 | Carlsbad | CA | 92018 | NA | PC | To research election technology | $50,000 |
| California State University Foundation | |||||||
| 401 Golden Shore 6th Floor | Long Beach | CA | 90802 | NA | PC | To strengthen curriculum pathways | $75,000 |
| California Rural Legal Assistance Inc | |||||||
| 1430 Franklin St 103 | Oakland | CA | 94612 | NA | PC | For the Community Ldshp Project | $600,000 |
| Commun Partnership for Fams of San Joaq | |||||||
| PO Box 1569 | Stockton | CA | 95201 | NA | PC | To support job services | $25,000 |
| Mission Edge San Diego | |||||||
| PO Box 12319 | San Diego | CA | 92112 | NA | PC | To support civic engagement activities | $150,000 |
| Mission Edge San Diego | |||||||
| PO Box 12319 | San Diego | CA | 92112 | NA | PC | To support civic engagement activities | $150,000 |
| Urban Habitat Program | |||||||
| 1212 Broadway Suite 500 | Oakland | CA | 94612 | NA | PC | To support civic engagement activities | $50,000 |
| Urban Habitat Program | |||||||
| 1212 Broadway Suite 500 | Oakland | CA | 94612 | NA | PC | To support civic engagement activities | $50,000 |
| State Street Ballet | |||||||
| 2285 Las Positas Rd | Santa Barbara | CA | 93105 | NA | PC | To support Dia de Bailamos | $144,000 |
| State Street Ballet | |||||||
| 2285 Las Positas Rd | Santa Barbara | CA | 93105 | NA | PC | To support Dia de Bailamos | $144,000 |
| Tides Center | |||||||
| PO Box 29907 | San Francisco | CA | 94129 | NA | PC | To support effective criminal justice | $200,000 |
| Inland Empire Economic Partnership Fdn | |||||||
| 1601 East 3rd Street Suite 102 | San Bernardino | CA | 92408 | NA | PC | To support Launch Initiative planning | $85,000 |
| Advancement Project | |||||||
| 1910 West Sunset Blvd Suite 500 | Los Angeles | CA | 90026 | NA | PC | To support local civic engmt | $112,500 |
| Advancement Project | |||||||
| 1910 West Sunset Blvd Suite 500 | Los Angeles | CA | 90026 | NA | PC | To support local civic engmt | $225,000 |
| Museum of Contemporary Art San Diego | |||||||
| 700 Prospect Street | La Jolla | CA | 92037 | NA | PC | To support Project ME | $118,000 |
| Museum of Contemporary Art San Diego | |||||||
| 700 Prospect Street | La Jolla | CA | 92037 | NA | PC | To support Project ME | $220,000 |
| Public Policy Institute of California | |||||||
| 500 Washington Street Suite 600 | San Francisco | CA | 94111 | NA | PC | To research automated voter reg | $258,000 |
| Community Partners | |||||||
| 1000 N Alameda St Ste 240 | Los Angeles | CA | 90012 | NA | PC | To train diverse board members | $150,000 |
| University of the Pacific | |||||||
| 3601 Pacific Ave | Stockton | CA | 95211 | NA | PC | For the Beyond Our Gates literacy init | $150,000 |
| University of the Pacific | |||||||
| 3601 Pacific Ave | Stockton | CA | 95211 | NA | PC | For the Beyond Our Gates literacy init | $150,000 |
| Environmental Health Coalition | |||||||
| 2727 Hoover Ave Suite 202 | National City | CA | 91950 | NA | PC | For civic engagement | $250,000 |
| Southern California Public Radio | |||||||
| 474 South Raymond Avenue | Pasadena | CA | 91105 | NA | PC | For the California Counts Collaborative | $135,000 |
| Women's Foundation of California | |||||||
| 300 Frank Ogawa Plaza Suite 420 | Oakland | CA | 94612 | NA | PC | For Inland Empire civic engagement | $150,000 |
| Women's Foundation of California | |||||||
| 300 Frank Ogawa Plaza Suite 420 | Oakland | CA | 94612 | NA | PC | For Inland Empire civic engagement | $150,000 |
| GMMB Inc | |||||||
| 3050 K St NW | Washington | DC | 20007 | NA | NC | For Linked Learning communications | $300,000 |
| Tower Foundation of San Jose State Univ | |||||||
| One Washington Square | San Jose | CA | 95192 | NA | PC | To support the Record Clearance Project | $25,000 |
| Reading and Beyond | |||||||
| 4670 E Butler Ave | Fresno | CA | 93702 | NA | PC | For Fresno Bridge Academy | $200,000 |
| Central Valley Community Foundation | |||||||
| 5260 N Palm Avenue Suite 122 | Fresno | CA | 93704 | NA | PC | For a cradle to career continuum | $115,000 |
| Common Cause | |||||||
| 453 S Spring Street Suite 401 | Los Angeles | CA | 90013 | NA | NC | To widen civic participation | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $49,207,780 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,686,186 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,852,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,446,683 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,720,033 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,964,504 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 41 | ExclusionCd |
| Exclusion | -$3,253,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,411,187 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $134,005,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,416,557 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $647,250 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | SEE ATTMT WITH PART VII-B 5(C) | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT SERVICES | $128,950 | $55,539 | $58,027 |
| TAX SERVICES | $110,914 | $47,770 | $59,384 |
| TEMPORARY HELP | $33,100 | $14,256 | $19,440 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| Short ExplanationShortExplanationTxt |
|---|
| DONALD J HOWARD |
| "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENTS PLANS OF $77,000, DEFERRED COMPENSATION OF $18,055, HEALTH AND LIFE INSURANCE BENEFITS OF $15,727, AND EMPLOYER PAID PAYROLL TAXES $15,088. |
| JOHN R JENKS |
| "COMPENSATION" INCLUDES $750,000 IN INCENTIVE COMPENSATION FOR 2015, PER THE FOUNDATION'S "PLAN FOR INVESTMENT PROFESSIONALS." "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $77,000, DEFERRED COMPENSATION OF ($86), HEALTH AND LIFE INSURANCE BENEFITS OF $1,641, AND EMPLOYER PAID PAYROLL TAXES OF $27,093. |
| DANIEL O SILVERMAN |
| "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $53,000, DEFERRED COMPENSATION OF $5,919, HEALTH AND LIFE INSURANCE BENEFITS OF $20,759, & EMPLOYER PAID PAYROLL TAXES OF $11,681. |
Depreciation Schedule DepreciationSchedule
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp (5 entries)
| EmployeeEmployeeNm | ExplanationExplanationTxt |
|---|---|
| MALCOLM C GOEPFERT | "COMPENSATION" INCLUDES $350,000 IN INCENTIVE COMPENSATION FOR 2015, PER THE FOUNDATION'S "PLAN FOR INVESTMENT PROFESSIONALS." "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $53,000, DEFERRED COMPENSATION OF $24,161, HEALTH AND LIFE INSURANCE BENEFITS OF $11,511 AND EMPLOYER PAID PAYROLL TAXES OF $17,333. |
| ANNE STANTON-MALONE | "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $24,000, HEALTH AND LIFE INSURANCE BENEFITS OF $14,586 AND EMPLOYER PAID PAYROLL TAXES OF $12,001. |
| AMY DOMINGUEZ-ARMS | "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $53,000, DEFERRED COMPENSATION OF $2,000, HEALTH AND LIFE INSURANCE BENEFITS OF $21,916 AND EMPLOYER PAID PAYROLL TAXES OF $11,387. |
| MARY JOSEPHINE RAMIREZ | "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $46,000, HEALTH AND LIFE INSURANCE BENEFITS OF $25,088 AND EMPLOYER PAID PAYROLL TAXES OF $10,705. |
| EKTA CHOPRA | "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $40,000, HEALTH AND LIFE INSURANCE BENEFITS OF $12,175 AND EMPLOYER PAID PAYROLL TAXES OF $10,665. |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (28 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Augenblick Palaich and Associates Inc | ||||||||||
| 1120 Lincoln Suite 1101 | Denver | CO | 80203 | 2013-03-15 | $350,000 | To develop a cost study and benefit analysis of Linked Learning | $282,474 | NO | 4/28/2015 | Grant No. 2013074 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Blue Garnet Associates LLC | ||||||||||
| 8055 W Manchester Ave 430 | Playa del Rey | CA | 90293 | 2014-08-15 | $298,000 | To provide New CA Arts Fund Cohort 2 applicants with technical assistance | $298,000 | NO | 8/31/2015 | Grant No. 14-00965 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Blue Garnet Associates LLC | ||||||||||
| 8055 W Manchester Ave 430 | Playa del Rey | CA | 90293 | 2015-05-07 | $25,000 | To provide New CA Arts Fund Cohort 2 applicants with addl technical assistance | $25,000 | NO | 8/31/2015 | Grant No. 15-12269 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| California Association of Clerks and Ele | ||||||||||
| 1643 Market Street | Redding | CA | 96001 | 2013-12-05 | $295,000 | To develop an election cost database to inform policies and practices | $215,637 | NO | 11/17/2015 | Grant No 13-00642 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| California Business Roundtable | ||||||||||
| 1301 I Street | Sacramento | CA | 95814 | 2015-08-31 | $234,500 | To engage the business community in modernizing CA campaign finance | $19,307 | NO | 11/24/2015 | Grant No. 15-14765 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| CAPITOL IMPACT LLC | ||||||||||
| 1130 K STREET SUITE 205 | SACRAMENTO | CA | 95814 | 2012-12-07 | $675,000 | To support the nonpartisan CA Legislative Staff Education Institute | $582,009 | NO | 12/15/2015 | Grant No. 2012552 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Center for Civic Design | ||||||||||
| 5443 Tates Bank Road | Cambridge | MD | 21613 | 2013-10-10 | $230,000 | To improve voter participation by conducting and disseminating research | $230,000 | NO | 8/13/2015 | Grant No. 13-00631 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Common Cause | ||||||||||
| 3303 WILSHIRE BLVD SUITE 310 | LOS ANGELES | CA | 90010 | 2013-12-06 | $700,000 | To improve the ballot initiative process, election policies, and practices | $700,000 | NO | 11/4/2015 | Grant No. 13-00436 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Common Cause | ||||||||||
| 3303 WILSHIRE BLVD SUITE 310 | LOS ANGELES | CA | 90010 | 2015-06-09 | $900,000 | To promote reforms that enhance CA's democratic process | $180,000 | NO | 12/3/2015 | Grant No. 15-12319 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Common Cause | ||||||||||
| 3303 WILSHIRE BLVD SUITE 310 | LOS ANGELES | CA | 90010 | 2015-11-11 | $80,000 | For legal research and analysis of public perspectives on campaign finance | $0 | NO | 12/15/2015 | Grant No. 15-14987 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Engage San Diego | ||||||||||
| PO Box 3357 | San Diego | CA | 92163 | 2014-09-05 | $200,000 | To increase voter and civic participation in the context of new district elections | $200,000 | NO | 9/30/2015 | Grant No. 14-01337 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| GMMB Inc | ||||||||||
| 3050 K St NW | Washington | DC | 20007 | 2014-10-03 | $1,800,000 | To support a strategic communications campaign for the Linked Learning Field | $1,113,617 | NO | 4/30/2015 | Grant No. 14-00991 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| GMMB Inc | ||||||||||
| 3050 K St NW | Washington | DC | 20007 | 2015-12-06 | $300,000 | To support the Linked Learning Alliance's communications efforts | $0 | NO | NONE | Grant No. 15-14834 NO REPORTS DUE THIS ACCOUNTING PERIOD. REPORTS RECEIVED IN 2016 WILL BE REPORTED ON THE 2016 RETURN. |
| Harder Company Community Rsrch | ||||||||||
| 1450 DREW AVE SUITE 200 | DAVIS | CA | 95618 | 2012-12-07 | $378,534 | To complete an evaluation of phase two of ARI | $378,534 | NO | 9/9/2015 | Grant No. 2012565 $1,466 in funds of the original $380,000 grant were unspent and refunded to the Irvine Foundation by the Grantee. TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| J Paul Getty Trust | ||||||||||
| 1200 Getty Center Dr Ste 800 | Los Angeles | CA | 90049 | 2015-10-29 | $250,000 | To publicize Pacific Standard Time: LA/LA exhibitions | $0 | NO | 12/3/2015 | Grant No. 15-14744 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Mathematica Policy Research Inc | ||||||||||
| PO Box 2393 | Princeton | NJ | 08543 | 2015-02-19 | $200,000 | To develop data standards for the Linked Learning field | $200,000 | NO | 12/15/2015 | Grant No. 15-03720 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| McLeod Grant Advisors LLC | ||||||||||
| 643 Woodside Way | Woodside | CA | 94602 | 2013-12-05 | $460,889 | To implement a leadership program in SJ Valley | $460,889 | NO | 6/8/2015 | Grant No. 13-00891 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| McLeod Grant Advisors LLC | ||||||||||
| 643 Woodside Way | Woodside | CA | 94602 | 2014-12-10 | $710,000 | To support the Irvine New Leadership Network in the San Joaquin Valley | $349,184 | NO | 12/18/2015 | Grant No. 13-00953 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| McLeod Grant Advisors LLC | ||||||||||
| 643 Woodside Way | Woodside | CA | 94602 | 2015-11-11 | $60,000 | To support replication of the New Leader Network through further model development | $45,000 | NO | 12/28/2015 | Grant No. 15-03705 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Mission HUB LLC | ||||||||||
| 901 Mission Street Suite 105 | San Francisco | CA | 94103 | 2013-12-14 | $100,000 | To advance the impact investing movement in San Francisco | $100,000 | NO | 12/21/2015 | Grant No. 13-00819 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Nepris Inc | ||||||||||
| The Lab 1800 Preston Park Blvd St | Plano | TX | 75093 | 2014-12-17 | $100,000 | To pilot a virtual work-based learning model in Linked Learning pathways | $100,000 | NO | 7/30/2015 | Grant No. 14-01379 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Social Policy Research Associates Inc | ||||||||||
| 1330 Broadway Ste 1526 | Oakland | CA | 94612 | 2013-06-11 | $167,000 | To evaluate Phase II of the Community Leadership Project | $78,441 | NO | 11/26/2015 | Grant No. 13-00385 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Socius Group | ||||||||||
| PO Box 750517 | Petaluma | CA | 94975 | 2014-07-18 | $300,000 | To continue building a learning community for NCAF | $300,000 | NO | 5/12/2015 | Grant No. 14-01015 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Socius Group | ||||||||||
| PO Box 750517 | Petaluma | CA | 94975 | 2014-10-03 | $1,000,000 | To continue building a learning community and curriculum for NCAF | $1,000,000 | NO | 12/18/2015 | Grant No. 14-01370 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Socius Group | ||||||||||
| PO Box 750517 | Petaluma | CA | 94975 | 2015-06-09 | $1,975,000 | To continue building a learning community and curriculum for NCAF | $368,750 | NO | 11/16/2015 | Grant No. 14-03385 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| TCC Group | ||||||||||
| 31 WEST 27TH ST 4TH FLOOR | NEW YORK | NY | 10001 | 2013-06-14 | $450,000 | To provide technical assistance to the ARI Central Coast cohort | $450,000 | NO | 8/3/2015 | Grant No. 13-00368 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Toolwire | ||||||||||
| 7031 Koll Cnter Parkway Suite 220 | Pleasanton | CA | 94566 | 2014-07-22 | $150,000 | To create a simulated hospital work-based learning experience for Linked Learning stude | $150,000 | NO | 4/27/2015 | Grant No. 14-01289 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
| Waterford Foundation | ||||||||||
| 1396 W Herndon Ave | Fresno | CA | 93711 | 2014-10-12 | $90,000 | To engage stakeholders to design a Fresno Cradle to Career Framework | $90,000 | NO | 8/18/2015 | Grant No. 14-01343 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form | IdentifierTxt |
| Form And Line Reference | Form | FormAndLineReferenceDesc |
| Medium Explanation | Part II, Line 14 FURNITURE & FIXTURES San Francisco Office - 581,801 LA Office - 142,038 LEASEHOLD IMPROVEMENTS San Francisco Office - 2,625,772 Los Angeles Office - 362,610 COMPUTER SF/LA Offices - 1,444,119 CONSTRUCTION IN PROGRESS - 9,913 TOTAL - 5,166,253 LESS ACCUMULATED DEPRECIATION - (2,583,755) NET P&E - 2,582,498 Depreciation expense of $654,626 was taken on a straight-line basis over the estimated useful lives of the assets | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (94 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21ST CENTURY FOX AMERICA | $338,949 | $338,949 |
| ACTAVIS FUNDING SCS | $524,585 | $524,585 |
| ACTAVIS FUNDING SCS | $373,084 | $373,084 |
| ANTHEM INC | $317,745 | $317,745 |
| AT+T INC | $600,681 | $600,681 |
| AT+T INC | $995,495 | $995,495 |
| BANK OF AMERICA CORP | $926,656 | $926,656 |
| BANK OF AMERICA CORP | $111,077 | $111,077 |
| BANK OF AMERICA CORP | $1,339,443 | $1,339,443 |
| BANK OF AMERICA CORP | $74,237 | $74,237 |
| BARCLAYS PLC | $611,138 | $611,138 |
| BECTON DICKINSON AND CO | $100,853 | $100,853 |
| BNP PARIBAS | $941,080 | $941,080 |
| BNP PARIBAS | $318,279 | $318,279 |
| BOSTON PROPERTIES LP | $333,906 | $333,906 |
| BOSTON PROPERTIES LP | $535,747 | $535,747 |
| BOSTON PROPERTIES LP | $267,746 | $267,746 |
| BOSTON PROPERTIES LP | $177,942 | $177,942 |
| BOSTON SCIENTIFIC CORP | $222,082 | $222,082 |
| BURLINGTN NO SF 00 1 TR | $1,123,536 | $1,123,536 |
| BURLINGTN NORTH SANTA FE | $158,099 | $158,099 |
| CAPITAL ONE FINANCIAL CO | $197,470 | $197,470 |
| CAPITAL ONE FINANCIAL CO | $352,027 | $352,027 |
| CAPITAL ONE FINANCIAL CO | $1,053,523 | $1,053,523 |
| CCO SAFARI II LLC | $649,370 | $649,370 |
| CEMEX FINANCE LLC | $171,500 | $171,500 |
| CEMEX SAB DE CV | $271,781 | $271,781 |
| CEMEX SAB DE CV | $171,000 | $171,000 |
| CEMEX SAB DE CV | $1,130,938 | $1,130,938 |
| CHASE ISSUANCE TRUST | $897,427 | $897,427 |
| CHASE ISSUANCE TRUST | $1,719,135 | $1,719,135 |
| CHASE ISSUANCE TRUST | $314,718 | $314,718 |
| CIGNA CORP | $436,632 | $436,632 |
| CIGNA CORP | $454,864 | $454,864 |
| CIGNA CORP | $335,917 | $335,917 |
| CODELCO INC | $306,049 | $306,049 |
| COMCAST CORP | $190,397 | $190,397 |
| COX COMMUNICATIONS INC | $1,590,243 | $1,590,243 |
| COX COMMUNICATIONS INC | $528,552 | $528,552 |
| CRH AMERICA INC | $620,644 | $620,644 |
| DOW CHEMICAL CO/THE | $716,619 | $716,619 |
| DOW CHEMICAL CO/THE | $194,699 | $194,699 |
| DOW CHEMICAL CO/THE | $717,990 | $717,990 |
| ENEL FINANCE INTL NV | $324,135 | $324,135 |
| ENEL FINANCE INTL NV | $639,324 | $639,324 |
| ERP OPERATING LP | $810,135 | $810,135 |
| ERP OPERATING LP | $123,604 | $123,604 |
| ERP OPERATING LP | $325,584 | $325,584 |
| FORD CREDIT AUTO OWNER TRUST | $431,807 | $431,807 |
| FORD CREDIT AUTO OWNER TRUST | $319,011 | $319,011 |
| FORD CREDIT AUTO OWNER TRUST/F | $641,802 | $641,802 |
| FORD MOTOR CREDIT CO LLC | $1,177,780 | $1,177,780 |
| GLITNIR HOLDCO EHF AMORTISING | $307,287 | $307,287 |
| HP ENTERPRISE CO | $1,052,415 | $1,052,415 |
| HSBC HOLDINGS PLC | $1,667,640 | $1,667,640 |
| IMPERIAL TOBACCO FINANCE | $1,606,400 | $1,606,400 |
| JPMORGAN CHASE + CO | $687,974 | $687,974 |
| KINDER MORGAN ENER PART | $311,423 | $311,423 |
| KINDER MORGAN INC/DELAWA | $1,188,014 | $1,188,014 |
| LLOYDS BANKING GROUP PLC | $634,456 | $634,456 |
| MACYS RETAIL HLDGS INC | $168,972 | $168,972 |
| MACYS RETAIL HLDGS INC | $1,618,614 | $1,618,614 |
| MEDTRONIC INC | $1,310,621 | $1,310,621 |
| MYRIAD INTL HOLDINGS BV | $577,218 | $577,218 |
| MYRIAD INTL HOLDINGS BV | $691,555 | $691,555 |
| NAVIENT CORP | $305,225 | $305,225 |
| NAVIENT CORP | $886,500 | $886,500 |
| PETROBRAS GLOBAL FINANCE | $502,875 | $502,875 |
| PETROBRAS GLOBAL FINANCE | $181,500 | $181,500 |
| PETROLEOS MEXICANOS | $900,463 | $900,463 |
| PETROLEOS MEXICANOS | $792,625 | $792,625 |
| RELX CAPITAL INC | $141,120 | $141,120 |
| RELX CAPITAL INC | $860,421 | $860,421 |
| RIO OIL FINANCE TRUST | $1,369,000 | $1,369,000 |
| RIO OIL FINANCE TRUST | $863,625 | $863,625 |
| ROYAL BK SCOTLND GRP PLC | $1,224,788 | $1,224,788 |
| ROYAL BK SCOTLND GRP PLC | $376,957 | $376,957 |
| SPRINT COMMUNICATIONS | $623,831 | $623,831 |
| TECK RESOURCES LIMITED | $185,000 | $185,000 |
| TELECOM ITALIA CAPITAL | $551,260 | $551,260 |
| TELECOM ITALIA CAPITAL | $1,107,000 | $1,107,000 |
| TELECOM ITALIA SPA | $320,938 | $320,938 |
| TIME WARNER CABLE INC | $602,858 | $602,858 |
| TIME WARNER CABLE INC | $1,189,051 | $1,189,051 |
| TIME WARNER INC | $1,946,124 | $1,946,124 |
| TOYOTA AUTO RECEIVABLES OWNER | $608,472 | $608,472 |
| UNION PACIFIC CORP | $614,150 | $614,150 |
| UNP RR CO 1999 PASS TRST | $106,016 | $106,016 |
| UNP RR CO 2003 PASS TRST | $738,036 | $738,036 |
| VERIZON COMMUNICATIONS | $2,391,035 | $2,391,035 |
| VULCAN MATERIALS CO | $902,875 | $902,875 |
| WELLS FARGO + COMPANY | $663,995 | $663,995 |
| XEROX CORPORATION | $452,111 | $452,111 |
| ZOETIS INC | $644,524 | $644,524 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (342 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAC TECHNOLOGIES HOLDINGS IN | $365,257 | $365,257 |
| ABBOTT LABORATORIES | $1,250,744 | $1,250,744 |
| ACTIVISION BLIZZARD INC | $579,682 | $579,682 |
| ADOBE SYSTEMS INC | $3,795,176 | $3,795,176 |
| ADT CORP/THE | $376,797 | $376,797 |
| AECOM | $402,402 | $402,402 |
| AEGON N.V. NY REG SHR | $320,196 | $320,196 |
| AFFYMETRIX INC | $173,548 | $173,548 |
| AGILENT TECHNOLOGIES INC | $656,417 | $656,417 |
| AIRBUS GROUP SE | $1,340,277 | $1,340,277 |
| AKBANK T.A.S. | $634,717 | $634,717 |
| ALIBABA GROUP HOLDING SP ADR | $910,224 | $910,224 |
| ALIBABA GROUP HOLDING SP ADR | $116,054 | $116,054 |
| ALPHABET INC CL A | $2,430,503 | $2,430,503 |
| ALPHABET INC CL A | $544,607 | $544,607 |
| ALPHABET INC CL C | $2,225,036 | $2,225,036 |
| ALPHABET INC CL C | $1,293,132 | $1,293,132 |
| ALROSA PAO | $288,357 | $288,357 |
| AMBEV SA ADR | $751,956 | $751,956 |
| AMERICA MOVIL SPN ADR CL L | $341,658 | $341,658 |
| AMERICAN AIRLINES GROUP INC | $1,094,748 | $1,094,748 |
| AMERICAN EXPRESS CO | $730,275 | $730,275 |
| AMGEN INC | $6,574,351 | $6,574,351 |
| ANALOG DEVICES INC | $293,196 | $293,196 |
| ANALOGIC CORP | $335,356 | $335,356 |
| ANTHEM INC | $404,376 | $404,376 |
| APACHE CORP | $649,262 | $649,262 |
| ARM HOLDINGS PLC SPONS ADR | $826,897 | $826,897 |
| ASCENA RETAIL GROUP INC | $478,021 | $478,021 |
| ASML HOLDING NV NY REG SHS | $45,805 | $45,805 |
| ASTRA INTERNATIONAL TBK PT | $579,412 | $579,412 |
| ASTRAZENECA PLC SPONS ADR | $162,960 | $162,960 |
| AT+T INC | $867,614 | $867,614 |
| AXIS BANK LTD | $1,068,764 | $1,068,764 |
| AZZ INC | $260,345 | $260,345 |
| BAIDU INC SPON ADR | $1,871,496 | $1,871,496 |
| BAJAJ AUTO LTD | $517,069 | $517,069 |
| BAKER HUGHES INC | $890,695 | $890,695 |
| BANCO DO BRASIL S.A. | $886,803 | $886,803 |
| BANK MANDIRI PERSERO TBK PT | $996,028 | $996,028 |
| BANK OF AMERICA CORP | $1,789,029 | $1,789,029 |
| BANK OF NEW YORK MELLON CORP | $1,352,016 | $1,352,016 |
| BB SEGURIDADE PARTICIPACOES | $713,987 | $713,987 |
| BB+T CORP | $586,055 | $586,055 |
| BED BATH + BEYOND INC | $294,325 | $294,325 |
| BHARAT HEAVY ELECTRICALS | $347,519 | $347,519 |
| BIDVEST GROUP LTD | $465,071 | $465,071 |
| BIOGEN INC | $5,636,840 | $5,636,840 |
| BIOMARIN PHARMACEUTICAL INC | $1,896,156 | $1,896,156 |
| BLACKBERRY LTD | $964,192 | $964,192 |
| BOEING CO/THE | $274,721 | $274,721 |
| BOSTON SCIENTIFIC CORP | $604,832 | $604,832 |
| BRITISH AMERICAN TOBACCO BHD | $355,276 | $355,276 |
| C.H. ROBINSON WORLDWIDE INC | $172,106 | $172,106 |
| CABOT CORP | $564,021 | $564,021 |
| CABOT MICROELECTRONICS CORP | $429,307 | $429,307 |
| CADENCE DESIGN SYS INC | $224,748 | $224,748 |
| CANADIAN PACIFIC RAILWAY LTD | $734,083 | $734,083 |
| CAPITAL ONE FINANCIAL CORP | $2,057,130 | $2,057,130 |
| CARDTRONICS INC | $800,298 | $800,298 |
| CARMAX INC | $1,951,016 | $1,951,016 |
| CARNIVAL CORP | $1,977,624 | $1,977,624 |
| CATERPILLAR INC | $853,578 | $853,578 |
| CCR SA | $568,775 | $568,775 |
| CELANESE CORP SERIES A | $585,771 | $585,771 |
| CEMIG SA SPONS ADR | $91,350 | $91,350 |
| CHINA CONSTRUCTION BANK H | $2,482,401 | $2,482,401 |
| CHINA MOBILE LTD SPON ADR | $1,587,774 | $1,587,774 |
| CHINA SHENHUA ENERGY CO H | $397,142 | $397,142 |
| CHR HANSEN HOLDING A/S | $995,767 | $995,767 |
| CHUBB LTD | $1,167,799 | $1,167,799 |
| CIELO SA | $966,662 | $966,662 |
| CIGNA CORP | $1,068,209 | $1,068,209 |
| CISCO SYSTEMS INC | $1,248,451 | $1,248,451 |
| CISCO SYSTEMS INC | $1,029,175 | $1,029,175 |
| CLEAN HARBORS INC | $939,624 | $939,624 |
| CNOOC LTD | $613,308 | $613,308 |
| COACH INC | $294,570 | $294,570 |
| COGNEX CORP | $429,048 | $429,048 |
| COLOPLAST B | $956,333 | $956,333 |
| COMCAST CORP CLASS A | $1,413,572 | $1,413,572 |
| COMMERCIAL INTL BANK GDR REG | $614,272 | $614,272 |
| COMPASS GROUP PLC | $819,763 | $819,763 |
| CONCHO RESOURCES INC | $306,438 | $306,438 |
| CONSTELLATION SOFTWARE INC | $747,523 | $747,523 |
| CONSTELLIUM NV CLASS A | $95,480 | $95,480 |
| COPART INC | $1,387,555 | $1,387,555 |
| CORE LABORATORIES N.V. | $868,398 | $868,398 |
| CORNING INC | $221,188 | $221,188 |
| CORNING INC | $647,112 | $647,112 |
| COVANTA HOLDING CORP | $557,532 | $557,532 |
| COWAY CO LTD | $605,638 | $605,638 |
| CP ALL PCL FOREIGN | $521,152 | $521,152 |
| CRAY INC | $264,468 | $264,468 |
| CREE INC | $565,404 | $565,404 |
| CSL LTD | $896,434 | $896,434 |
| CSX CORP | $183,596 | $183,596 |
| CTRIP.COM INTERNATIONAL ADR | $909,551 | $909,551 |
| CVS HEALTH CORP | $400,857 | $400,857 |
| DANAHER CORP W/D | $427,248 | $427,248 |
| DEERE + CO | $457,620 | $457,620 |
| DELTA AIR LINES INC | $1,176,008 | $1,176,008 |
| DESCARTES SYSTEMS GRP/THE | $152,608 | $152,608 |
| DISH NETWORK CORP A | $348,798 | $348,798 |
| DORMAN PRODUCTS INC | $560,431 | $560,431 |
| DOW CHEMICAL CO W/D | $303,732 | $303,732 |
| E TRADE FINANCIAL CORP | $266,760 | $266,760 |
| EBAY INC | $170,376 | $170,376 |
| EBAY INC | $74,196 | $74,196 |
| ELECTRONIC ARTS INC | $268,008 | $268,008 |
| ELI LILLY + CO | $6,294,222 | $6,294,222 |
| EMC CORP/MA | $1,147,254 | $1,147,254 |
| EMC CORP/MA | $1,286,568 | $1,286,568 |
| EMERGENT BIOSOLUTIONS INC | $313,238 | $313,238 |
| ENTEGRIS INC | $285,079 | $285,079 |
| ENTEGRIS INC | $906,102 | $906,102 |
| EOG RESOURCES INC | $81,409 | $81,409 |
| ERICSSON (LM) TEL SP ADR | $1,009,050 | $1,009,050 |
| ESSENDANT INC | $539,341 | $539,341 |
| ESTERLINE TECHNOLOGIES CORP | $921,699 | $921,699 |
| EXPERIAN PLC | $802,960 | $802,960 |
| EXPRESS SCRIPTS HOLDING CO | $1,258,704 | $1,258,704 |
| F5 NETWORKS INC | $135,744 | $135,744 |
| FCB FINANCIAL HOLDINGS CL A | $245,018 | $245,018 |
| FEDEX CORP | $2,510,482 | $2,510,482 |
| FEDEX CORP | $1,087,627 | $1,087,627 |
| FLEXTRONICS INTL LTD | $1,251,036 | $1,251,036 |
| GAZPROM PAO SPON ADR | $699,636 | $699,636 |
| GENERAC HOLDINGS INC | $488,585 | $488,585 |
| GENESCO INC | $338,309 | $338,309 |
| GOLDMAN SACHS GROUP INC | $1,171,495 | $1,171,495 |
| GRACO INC | $968,044 | $968,044 |
| GRUPO MEXICO SAB DE CV SER B | $484,878 | $484,878 |
| HABIB BANK LTD | $476,441 | $476,441 |
| HANWHA LIFE INSURANCE CO LTD | $742,769 | $742,769 |
| HARLEY DAVIDSON INC | $213,333 | $213,333 |
| HCL TECHNOLOGIES LTD | $740,383 | $740,383 |
| HDFC BANK LTD ADR | $541,587 | $541,587 |
| HEICO CORP CLASS A | $1,299,224 | $1,299,224 |
| HELEN OF TROY LTD | $417,339 | $417,339 |
| HERO MOTOCORP LTD | $780,910 | $780,910 |
| HEWLETT PACKARD ENTERPRIS | $947,340 | $947,340 |
| HEWLETT PACKARD ENTERPRIS | $1,208,400 | $1,208,400 |
| HON HAI PRECISION GDR REG S | $608,340 | $608,340 |
| HONEYWELL INTERNATIONAL INC | $512,672 | $512,672 |
| HP INC | $823,472 | $823,472 |
| HP INC | $941,280 | $941,280 |
| HUABAO INTERNATIONAL HOLDING | $272,405 | $272,405 |
| HYUNDAI MOBIS CO LTD | $921,839 | $921,839 |
| ICON PLC | $941,413 | $941,413 |
| IDEX CORP | $267,369 | $267,369 |
| IDEX CORP | $1,400,431 | $1,400,431 |
| ILLUMINA INC | $257,206 | $257,206 |
| IMPERIAL HOLDINGS LTD | $264,217 | $264,217 |
| INDUSTRIA DE DISENO TEXTIL | $430,070 | $430,070 |
| INGREDION INC | $1,703,460 | $1,703,460 |
| INTEL CORP | $1,691,495 | $1,691,495 |
| INTUIT INC | $955,350 | $955,350 |
| JABIL CIRCUIT INC | $288,796 | $288,796 |
| JACOBS ENGINEERING GROUP INC | $806,489 | $806,489 |
| JETBLUE AIRWAYS CORP | $738,390 | $738,390 |
| JOHNSON + JOHNSON | $1,675,363 | $1,675,363 |
| JPMORGAN CHASE + CO | $1,380,027 | $1,380,027 |
| JPMORGAN CHASE + CO | $1,043,274 | $1,043,274 |
| JUNIPER NETWORKS INC | $46,920 | $46,920 |
| KAMAN CORP | $589,909 | $589,909 |
| KAR AUCTION SERVICES INC | $1,716,155 | $1,716,155 |
| KASIKORNBANK PCL FOREIGN | $386,369 | $386,369 |
| KB FINANCIAL GROUP INC | $783,862 | $783,862 |
| KEYENCE CORP | $780,681 | $780,681 |
| KEYSIGHT TECHNOLOGIES IN | $232,306 | $232,306 |
| KIMBERLY CLARK DE MEXICO A | $550,230 | $550,230 |
| KIRBY CORP | $386,757 | $386,757 |
| KLA TENCOR CORP | $588,643 | $588,643 |
| KOC HOLDING AS | $466,951 | $466,951 |
| KT+G CORP | $653,799 | $653,799 |
| L BRANDS INC | $3,088,279 | $3,088,279 |
| LAZARD LTD CL A | $676,050 | $676,050 |
| LEGACYTEXAS FINANCIAL GROUP | $505,404 | $505,404 |
| LIBERTY INTERACTIVE CORP Q A | $402,970 | $402,970 |
| LOCALIZA RENT A CAR | $271,773 | $271,773 |
| LUKOIL PJSC SPON ADR | $762,754 | $762,754 |
| LVMH MOET HENNESSY LOUIS VUI | $693,841 | $693,841 |
| MAGNIT PJSC SPON GDR REGS | $112,576 | $112,576 |
| MAGNIT PJSC SPON GDR 144A | $208,926 | $208,926 |
| MARSH + MCLENNAN COS | $949,581 | $949,581 |
| MAXIM INTEGRATED PRODUCTS | $497,800 | $497,800 |
| MEDTRONIC PLC | $1,324,947 | $1,324,947 |
| MEDTRONIC PLC | $399,984 | $399,984 |
| MEGAFON OAO 144A GDR | $297,931 | $297,931 |
| MEGAFON REG S GDR | $50,747 | $50,747 |
| MERCK + CO. INC. | $739,480 | $739,480 |
| METLIFE INC | $795,465 | $795,465 |
| MICRON TECHNOLOGY INC | $569,232 | $569,232 |
| MICROSOFT CORP | $4,432,297 | $4,432,297 |
| MICROSOFT CORP | $2,130,432 | $2,130,432 |
| MID AMERICA APARTMENT COMM | $684,707 | $684,707 |
| MOBILE TELESYSTEMS SP ADR | $465,354 | $465,354 |
| MONSANTO CO | $1,188,742 | $1,188,742 |
| NATIONAL OILWELL VARCO INC | $130,611 | $130,611 |
| NATIONAL OILWELL VARCO INC | $388,484 | $388,484 |
| NATURA COSMETICOS SA | $234,529 | $234,529 |
| NEDBANK GROUP LTD | $371,451 | $371,451 |
| NESTLE SA REG | $1,178,575 | $1,178,575 |
| NETAPP INC | $1,350,377 | $1,350,377 |
| NETAPP INC | $461,622 | $461,622 |
| NETEASE INC ADR | $1,758,028 | $1,758,028 |
| NEUSTAR INC CLASS A | $301,638 | $301,638 |
| NEWS CORP CLASS A | $82,832 | $82,832 |
| NORFOLK SOUTHERN CORP | $118,426 | $118,426 |
| NORWEGIAN CRUISE LINE HOLDIN | $316,440 | $316,440 |
| NOVARTIS AG SPONSORED ADR | $2,215,530 | $2,215,530 |
| NOVARTIS AG SPONSORED ADR | $1,660,572 | $1,660,572 |
| NOVO NORDISK A/S SPONS ADR | $1,233,271 | $1,233,271 |
| NOVOZYMES A/S B SHARES | $879,845 | $879,845 |
| NOW INC | $7,119 | $7,119 |
| NUANCE COMMUNICATIONS INC | $1,004,445 | $1,004,445 |
| NVIDIA CORP | $1,239,790 | $1,239,790 |
| OIL + GAS DEVELOPMENT CO LTD | $223,546 | $223,546 |
| OLLIE S BARGAIN OUTLET HOLDI | $581,742 | $581,742 |
| OMNICELL INC | $170,816 | $170,816 |
| ORACLE CORP | $189,956 | $189,956 |
| ORTHOFIX INTERNATIONAL NV | $107,083 | $107,083 |
| OTP BANK PLC | $915,344 | $915,344 |
| PAKISTAN PETROLEUM LTD | $367,237 | $367,237 |
| PAYPAL HOLDINGS INC | $224,440 | $224,440 |
| PDF SOLUTIONS INC | $321,439 | $321,439 |
| PERKINELMER INC | $417,846 | $417,846 |
| PERRIGO CO PLC | $723,500 | $723,500 |
| PHILIPPINE LONG DIST SP ADR | $743,850 | $743,850 |
| POTASH CORP OF SASKATCHEWAN | $71,904 | $71,904 |
| POWER INTEGRATIONS INC | $692,783 | $692,783 |
| PPC LTD | $184,100 | $184,100 |
| PRAXAIR INC | $358,400 | $358,400 |
| PRICELINE GROUP INC/THE | $509,980 | $509,980 |
| PROGRESSIVE CORP | $312,435 | $312,435 |
| PTT EXPLORATION + PROD FOR | $243,944 | $243,944 |
| PUNJAB NATIONAL BANK | $614,184 | $614,184 |
| QIAGEN N.V. | $666,365 | $666,365 |
| QUALCOMM INC | $672,298 | $672,298 |
| RAMBUS INC | $312,930 | $312,930 |
| RANGE RESOURCES CORP | $29,532 | $29,532 |
| RBC BEARINGS INC | $1,152,673 | $1,152,673 |
| RECKITT BENCKISER GROUP PLC | $1,092,763 | $1,092,763 |
| RITCHIE BROS AUCTIONEERS | $448,446 | $448,446 |
| RLI CORP | $893,337 | $893,337 |
| ROCHE HOLDING AG GENUSSCHEIN | $1,642,937 | $1,642,937 |
| ROCHE HOLDINGS LTD SPONS ADR | $1,154,745 | $1,154,745 |
| ROCKWELL AUTOMATION INC | $194,959 | $194,959 |
| ROSS STORES INC | $1,259,154 | $1,259,154 |
| ROYAL CARIBBEAN CRUISES LTD | $20,242 | $20,242 |
| SAMSUNG ELECTRONICS CO LTD | $1,716,106 | $1,716,106 |
| SANDISK CORP | $1,501,942 | $1,501,942 |
| SANLAM LTD | $376,649 | $376,649 |
| SANOFI ADR | $53,313 | $53,313 |
| SANOFI ADR | $1,262,269 | $1,262,269 |
| SBERBANK OF RUSSIA PJSC | $1,380,834 | $1,380,834 |
| SCHLUMBERGER LTD | $485,251 | $485,251 |
| SCHLUMBERGER LTD | $1,468,238 | $1,468,238 |
| SCHWAB (CHARLES) CORP | $2,823,122 | $2,823,122 |
| SCHWAB (CHARLES) CORP | $1,952,749 | $1,952,749 |
| SEATTLE GENETICS INC | $240,108 | $240,108 |
| SEMEN INDONESIA PERSERO TBK | $479,238 | $479,238 |
| SENSATA TECHNOLOGIES HOLDING | $861,046 | $861,046 |
| SGS SA REG | $740,727 | $740,727 |
| SHINHAN FINANCIAL GROUP LTD | $1,250,030 | $1,250,030 |
| SHOPRITE HOLDINGS LTD | $277,247 | $277,247 |
| SHOPRITE HOLDINGS LTD | $675,746 | $675,746 |
| SIAM CEMENT PUB CO FOR REG | $390,930 | $390,930 |
| SIMPSON MANUFACTURING CO INC | $783,743 | $783,743 |
| SK HYNIX INC | $826,792 | $826,792 |
| SOLAZYME INC | $87,730 | $87,730 |
| SONY CORP SPONSORED ADR | $1,599,650 | $1,599,650 |
| SOTHEBY S | $99,949 | $99,949 |
| SOUTHWEST AIRLINES CO | $3,906,059 | $3,906,059 |
| SOUTHWESTERN ENERGY CO | $56,702 | $56,702 |
| SPRINT CORP | $336,066 | $336,066 |
| STANDARD BANK GROUP LTD | $404,368 | $404,368 |
| SUPERNUS PHARMACEUTICALS INC | $211,613 | $211,613 |
| SWATCH GROUP AG/THE BR | $351,250 | $351,250 |
| SYMANTEC CORP | $938,700 | $938,700 |
| SYNOPSYS INC | $401,368 | $401,368 |
| SYNTEL INC | $637,708 | $637,708 |
| SYSMEX CORP | $1,165,111 | $1,165,111 |
| TAIWAN SEMICONDUCTOR SP ADR | $1,438,392 | $1,438,392 |
| TAIWAN SEMICONDUCTOR SP ADR | $2,639,205 | $2,639,205 |
| TARGET CORP | $493,748 | $493,748 |
| TATA CONSULTANCY SVCS LTD | $1,605,517 | $1,605,517 |
| TE CONNECTIVITY LTD | $823,778 | $823,778 |
| TELEDYNE TECHNOLOGIES INC | $736,210 | $736,210 |
| TELEKOMUNIK INDONESIA SP ADR | $1,505,160 | $1,505,160 |
| TENCENT HOLDINGS LTD | $960,239 | $960,239 |
| TESLA MOTORS INC | $384,016 | $384,016 |
| TEXAS INSTRUMENTS INC | $3,809,295 | $3,809,295 |
| THERMO FISHER SCIENTIFIC INC | $652,510 | $652,510 |
| THERMO FISHER SCIENTIFIC INC | $164,830 | $164,830 |
| THERMON GROUP HOLDINGS INC | $515,146 | $515,146 |
| TIME WARNER CABLE | $1,996,206 | $1,996,206 |
| TIME WARNER INC | $1,375,272 | $1,375,272 |
| TJX COMPANIES INC | $418,369 | $418,369 |
| TRANSOCEAN LTD | $318,166 | $318,166 |
| TREVENA INC | $29,106 | $29,106 |
| TRIBUNE MEDIA CO A | $537,579 | $537,579 |
| TRIBUNE PUBLISHING CO | $8,298 | $8,298 |
| TRIMBLE NAVIGATION LTD | $1,109,566 | $1,109,566 |
| TURKCELL ILETISIM HIZMET AS | $535,621 | $535,621 |
| TURKIYE IS BANKASI C | $534,050 | $534,050 |
| TWENTY FIRST CENTURY FOX B | $98,028 | $98,028 |
| TWENTY FIRST CENTURY FOX A | $730,604 | $730,604 |
| TYCO INTERNATIONAL PLC | $384,275 | $384,275 |
| UGI CORP | $1,098,382 | $1,098,382 |
| UNICHARM CORP | $512,717 | $512,717 |
| UNION PACIFIC CORP | $95,795 | $95,795 |
| UNITED CONTINENTAL HOLDINGS | $1,588,643 | $1,588,643 |
| UNITED PARCEL SERVICE CL B | $394,543 | $394,543 |
| UNITED TRACTORS TBK PT | $404,707 | $404,707 |
| UNITEDHEALTH GROUP INC | $1,070,524 | $1,070,524 |
| UNIVERSAL DISPLAY CORP | $328,001 | $328,001 |
| US BANCORP | $89,607 | $89,607 |
| VALE SA SP ADR | $164,500 | $164,500 |
| VIA VAREJO SA | $49,923 | $49,923 |
| VISA INC CLASS A SHARES | $1,583,959 | $1,583,959 |
| VMWARE INC CLASS A | $185,267 | $185,267 |
| VMWARE INC CLASS A | $260,222 | $260,222 |
| VODACOM GROUP LTD | $438,026 | $438,026 |
| WAL MART STORES INC | $1,029,840 | $1,029,840 |
| WALMART DE MEXICO SAB DE CV | $505,377 | $505,377 |
| WALT DISNEY CO/THE | $714,544 | $714,544 |
| WASTE CONNECTIONS INC | $1,694,950 | $1,694,950 |
| WATERS CORP | $228,786 | $228,786 |
| WEATHERFORD INTERNATIONAL PL | $179,546 | $179,546 |
| WEICHAI POWER CO LTD H | $335,444 | $335,444 |
| WELLS FARGO + CO | $831,708 | $831,708 |
| WELLS FARGO + CO | $2,232,076 | $2,232,076 |
| WOODWARD INC | $967,824 | $967,824 |
| WOOLWORTHS HOLDINGS LTD | $552,510 | $552,510 |
| WYNN MACAU LTD | $311,892 | $311,892 |
| YAHOO INC | $19,956 | $19,956 |
| YANDEX NV A | $480,843 | $480,843 |
| YPF S.A. SPONSORED ADR | $387,294 | $387,294 |
| ZIMMER BIOMET HOLDINGS INC | $92,331 | $92,331 |
| CITIGROUP CAPITAL XIII | $1,281,752 | $1,281,752 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $55,921,274 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $55,921,274 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,832,399 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,832,399 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (192 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARBITRAGE FUND # 402 | FMV | $10,193,637 | $10,193,637 |
| ASIAN EQUITY FUND # 632 | FMV | $37,137,058 | $37,137,058 |
| ASIAN EQUITY FUND # 633 | FMV | $9,705,960 | $9,705,960 |
| BUYOUT FUND # 415 | FMV | $53,751 | $53,751 |
| BUYOUT FUND # 422 | FMV | $1,608,543 | $1,608,543 |
| BUYOUT FUND # 480 | FMV | $7,777,152 | $7,777,152 |
| BUYOUT FUND # 540 | FMV | $2,501,767 | $2,501,767 |
| BUYOUT FUND # 547 | FMV | $7,608,528 | $7,608,528 |
| BUYOUT FUND # 548 | FMV | $30,989,343 | $30,989,343 |
| BUYOUT FUND # 560 | FMV | $4,257,689 | $4,257,689 |
| BUYOUT FUND # 562 | FMV | $8,552,266 | $8,552,266 |
| BUYOUT FUND # 570 | FMV | $7,578,662 | $7,578,662 |
| BUYOUT FUND # 582 | FMV | $3,651,779 | $3,651,779 |
| BUYOUT FUND # 593 | FMV | $3,255,277 | $3,255,277 |
| BUYOUT FUND # 598 | FMV | $1,204,343 | $1,204,343 |
| BUYOUT FUND # 740 | FMV | $2,206,944 | $2,206,944 |
| BUYOUT FUND # 747 | FMV | $1,476,355 | $1,476,355 |
| BUYOUT FUND # 754 | FMV | $12,479 | $12,479 |
| BUYOUT FUND # 756 | FMV | $997,935 | $997,935 |
| BUYOUT FUND # 757 | FMV | $596,148 | $596,148 |
| BUYOUT FUND # 761 | FMV | $3,137,912 | $3,137,912 |
| BUYOUT FUND # 762 | FMV | $6,956,393 | $6,956,393 |
| BUYOUT FUND # 770 | FMV | $2,254,953 | $2,254,953 |
| BUYOUT FUND # 778 | FMV | $3,697,501 | $3,697,501 |
| BUYOUT FUND # 792 | FMV | $5,855,884 | $5,855,884 |
| BUYOUT FUND # 793 | FMV | $129,925 | $129,925 |
| BUYOUT FUND # 794 | FMV | $2,413,123 | $2,413,123 |
| CREDIT FUND # 408 | FMV | $6,310 | $6,310 |
| CREDIT FUND # 413 | FMV | $96,664 | $96,664 |
| CREDIT FUND # 424 | FMV | $8,312,412 | $8,312,412 |
| CREDIT FUND # 429 | FMV | $28,725,800 | $28,725,800 |
| DEEP VALUE FUND # 478 | FMV | $48,633,953 | $48,633,953 |
| DEEP VALUE FUND # 488 | FMV | $27,621,416 | $27,621,416 |
| DEEP VALUE FUND # 496 | FMV | $5,824,489 | $5,824,489 |
| DISTRESSED CREDIT FUND # 428 | FMV | $21,820,593 | $21,820,593 |
| DISTRESSED FUND # 404 | FMV | $69,483 | $69,483 |
| DISTRESSED FUND # 484 | FMV | $1,748,438 | $1,748,438 |
| DISTRESSED FUND # 485 | FMV | $264,987 | $264,987 |
| DISTRESSED FUND # 487 | FMV | $375,792 | $375,792 |
| DISTRESSED FUND # 494 | FMV | $8,356,591 | $8,356,591 |
| DISTRESSED/CREDIT FUND # 426 | FMV | $27,043,700 | $27,043,700 |
| DOMESTIC EQUITY FUND # 630 | FMV | $50,115,695 | $50,115,695 |
| DOMESTIC LONG/SHORT FUND # 495 | FMV | $23,184,320 | $23,184,320 |
| DOMESTIC LONG/SHORT FUND # 635 | FMV | $20,958,210 | $20,958,210 |
| EMERGING MKT EQUITY FUND # 627 | FMV | $29,035,219 | $29,035,219 |
| ENERGY PRV EQUITY FUND # 483 | FMV | $2,736,832 | $2,736,832 |
| ENERGY PRV EQUITY FUND # 563 | FMV | $7,148,465 | $7,148,465 |
| ENERGY PRV EQUITY FUND # 564 | FMV | $1,572,288 | $1,572,288 |
| ENERGY PRV EQUITY FUND # 574 | FMV | $3,371,873 | $3,371,873 |
| ENERGY PRV EQUITY FUND # 594 | FMV | $2,201,610 | $2,201,610 |
| ENERGY PRV EQUITY FUND # 759 | FMV | $25,569 | $25,569 |
| ENERGY PRV EQUITY FUND # 786 | FMV | $5,090,935 | $5,090,935 |
| ENERGY PRV EQUITY FUND # 789 | FMV | $1,819,268 | $1,819,268 |
| EUROPEAN EQUITY FUND # 631 | FMV | $29,198,250 | $29,198,250 |
| EVENT DRIVEN FUND # 401 | FMV | $10,861,235 | $10,861,235 |
| FOREIGN EQUITY FUND # 626 | FMV | $79,641,184 | $79,641,184 |
| FUND OF FUND FUND # 541 | FMV | $5,243,808 | $5,243,808 |
| FUND OF FUND FUND # 556 | FMV | $7,339,525 | $7,339,525 |
| FUND OF FUND FUND # 580 | FMV | $4,704,090 | $4,704,090 |
| FUND OF FUND FUND # 763 | FMV | $2,131,695 | $2,131,695 |
| FUND OF FUND FUND # 796 | FMV | $3,656,853 | $3,656,853 |
| GLOBAL EQUITY FUND # 629 | FMV | $56,092,447 | $56,092,447 |
| GLOBAL MACRO FUND # 430 | FMV | $30,043,741 | $30,043,741 |
| GLOBAL MACRO FUND # 491 | FMV | $6,764,400 | $6,764,400 |
| GROWTH EQUITY FUND # 301 | FMV | $4,553,033 | $4,553,033 |
| GROWTH EQUITY FUND # 307 | FMV | $297,953 | $297,953 |
| GROWTH EQUITY FUND # 543 | FMV | $2,393,922 | $2,393,922 |
| GROWTH EQUITY FUND # 544 | FMV | $13,445,473 | $13,445,473 |
| GROWTH EQUITY FUND # 546 | FMV | $1,671,683 | $1,671,683 |
| GROWTH EQUITY FUND # 555 | FMV | $8,342,039 | $8,342,039 |
| GROWTH EQUITY FUND # 557 | FMV | $4,805,714 | $4,805,714 |
| GROWTH EQUITY FUND # 565 | FMV | $9,293,782 | $9,293,782 |
| GROWTH EQUITY FUND # 566 | FMV | $11,874,629 | $11,874,629 |
| GROWTH EQUITY FUND # 573 | FMV | $9,098,688 | $9,098,688 |
| GROWTH EQUITY FUND # 578 | FMV | $8,702,694 | $8,702,694 |
| GROWTH EQUITY FUND # 579 | FMV | $7,662,762 | $7,662,762 |
| GROWTH EQUITY FUND # 599 | FMV | $8,435,664 | $8,435,664 |
| GROWTH EQUITY FUND # 768 | FMV | $4,176,623 | $4,176,623 |
| GROWTH EQUITY FUND # 777 | FMV | $1,092 | $1,092 |
| GROWTH EQUITY FUND # 787 | FMV | $3,441,372 | $3,441,372 |
| MULTI-STRATEGY FUND # 403 | FMV | $29,516,180 | $29,516,180 |
| MULTI-STRATEGY FUND # 405 | FMV | $998,115 | $998,115 |
| MULTI-STRATEGY FUND # 407 | FMV | $14,042,424 | $14,042,424 |
| MULTI-STRATEGY FUND # 412 | FMV | $332,059 | $332,059 |
| MULTI-STRATEGY FUND # 425 | FMV | $50,888,202 | $50,888,202 |
| MULTI-STRATEGY FUND # 489 | FMV | $29,629,099 | $29,629,099 |
| OTHER STRATEGIES FUND # 419 | FMV | $1,348,347 | $1,348,347 |
| REAL ESTATE FUND # 451 | FMV | $3,612,283 | $3,612,283 |
| REAL ESTATE FUND # 452 | FMV | $12,363,289 | $12,363,289 |
| REAL ESTATE FUND # 453 | FMV | $2,416,252 | $2,416,252 |
| REAL ESTATE FUND # 454 | FMV | $126,136 | $126,136 |
| REAL ESTATE FUND # 455 | FMV | $9,191,864 | $9,191,864 |
| REAL ESTATE FUND # 456 | FMV | $2,411,385 | $2,411,385 |
| REAL ESTATE FUND # 457 | FMV | $5,755,222 | $5,755,222 |
| REAL ESTATE FUND # 458 | FMV | $11,770,233 | $11,770,233 |
| REAL ESTATE FUND # 459 | FMV | $4,853,969 | $4,853,969 |
| REAL ESTATE FUND # 460 | FMV | $3,592,778 | $3,592,778 |
| REAL ESTATE FUND # 461 | FMV | $5,749,598 | $5,749,598 |
| REAL ESTATE FUND # 462 | FMV | $7,747,362 | $7,747,362 |
| REAL ESTATE FUND # 464 | FMV | $10,001,244 | $10,001,244 |
| REAL ESTATE FUND # 465 | FMV | $2,008,236 | $2,008,236 |
| REAL ESTATE FUND # 466 | FMV | $8,513,593 | $8,513,593 |
| REAL ESTATE FUND # 467 | FMV | $3,222,188 | $3,222,188 |
| SPECIAL SITUATION FUND # 490 | FMV | $62,503,366 | $62,503,366 |
| SPECIAL SITUATION FUND # 497 | FMV | $27,964,525 | $27,964,525 |
| TIMBER FUND # 436 | FMV | $9,095,697 | $9,095,697 |
| VENTURE FUND # 300 | FMV | $7,667,181 | $7,667,181 |
| VENTURE FUND # 302 | FMV | $4,794,167 | $4,794,167 |
| VENTURE FUND # 303 | FMV | $209,267 | $209,267 |
| VENTURE FUND # 304 | FMV | $586,444 | $586,444 |
| VENTURE FUND # 305 | FMV | $552,241 | $552,241 |
| VENTURE FUND # 306 | FMV | $395,696 | $395,696 |
| VENTURE FUND # 309 | FMV | $885,855 | $885,855 |
| VENTURE FUND # 310 | FMV | $86,608 | $86,608 |
| VENTURE FUND # 311 | FMV | $1,562,284 | $1,562,284 |
| VENTURE FUND # 313 | FMV | $809,524 | $809,524 |
| VENTURE FUND # 314 | FMV | $713,099 | $713,099 |
| VENTURE FUND # 315 | FMV | $319,080 | $319,080 |
| VENTURE FUND # 316 | FMV | $339,296 | $339,296 |
| VENTURE FUND # 542 | FMV | $12,460,571 | $12,460,571 |
| VENTURE FUND # 545 | FMV | $4,618,208 | $4,618,208 |
| VENTURE FUND # 549 | FMV | $11,272,125 | $11,272,125 |
| VENTURE FUND # 550 | FMV | $9,451,834 | $9,451,834 |
| VENTURE FUND # 551 | FMV | $5,647,214 | $5,647,214 |
| VENTURE FUND # 552 | FMV | $6,198,909 | $6,198,909 |
| VENTURE FUND # 553 | FMV | $25,397,240 | $25,397,240 |
| VENTURE FUND # 554 | FMV | $31,545,436 | $31,545,436 |
| VENTURE FUND # 558 | FMV | $10,349,147 | $10,349,147 |
| VENTURE FUND # 559 | FMV | $2,890,893 | $2,890,893 |
| VENTURE FUND # 561 | FMV | $5,913,729 | $5,913,729 |
| VENTURE FUND # 568 | FMV | $6,924,566 | $6,924,566 |
| VENTURE FUND # 569 | FMV | $74,418,448 | $74,418,448 |
| VENTURE FUND # 571 | FMV | $10,408,856 | $10,408,856 |
| VENTURE FUND # 572 | FMV | $17,429,157 | $17,429,157 |
| VENTURE FUND # 575 | FMV | $8,776,308 | $8,776,308 |
| VENTURE FUND # 576 | FMV | $10,780,213 | $10,780,213 |
| VENTURE FUND # 577 | FMV | $7,506,035 | $7,506,035 |
| VENTURE FUND # 581 | FMV | $8,755,570 | $8,755,570 |
| VENTURE FUND # 583 | FMV | $6,470,620 | $6,470,620 |
| VENTURE FUND # 584 | FMV | $1,016,634 | $1,016,634 |
| VENTURE FUND # 585 | FMV | $9,419,401 | $9,419,401 |
| VENTURE FUND # 586 | FMV | $3,288,660 | $3,288,660 |
| VENTURE FUND # 587 | FMV | $4,135,118 | $4,135,118 |
| VENTURE FUND # 588 | FMV | $1,201,972 | $1,201,972 |
| VENTURE FUND # 589 | FMV | $7,888,204 | $7,888,204 |
| VENTURE FUND # 590 | FMV | $761,990 | $761,990 |
| VENTURE FUND # 591 | FMV | $5,184,095 | $5,184,095 |
| VENTURE FUND # 592 | FMV | $50,784 | $50,784 |
| VENTURE FUND # 595 | FMV | $2,073,640 | $2,073,640 |
| VENTURE FUND # 596 | FMV | $5,290,855 | $5,290,855 |
| VENTURE FUND # 597 | FMV | $5,296,840 | $5,296,840 |
| VENTURE FUND # 719 | FMV | $38,414,073 | $38,414,073 |
| VENTURE FUND # 721 | FMV | $33,331 | $33,331 |
| VENTURE FUND # 726 | FMV | $91,831 | $91,831 |
| VENTURE FUND # 730 | FMV | $47,648 | $47,648 |
| VENTURE FUND # 731 | FMV | $767,740 | $767,740 |
| VENTURE FUND # 734 | FMV | $150,634 | $150,634 |
| VENTURE FUND # 737 | FMV | $486,771 | $486,771 |
| VENTURE FUND # 739 | FMV | $1,844,260 | $1,844,260 |
| VENTURE FUND # 741 | FMV | $1,170,956 | $1,170,956 |
| VENTURE FUND # 742 | FMV | $620,515 | $620,515 |
| VENTURE FUND # 743 | FMV | $56,705 | $56,705 |
| VENTURE FUND # 744 | FMV | $1,578,459 | $1,578,459 |
| VENTURE FUND # 745 | FMV | $648,897 | $648,897 |
| VENTURE FUND # 746 | FMV | $1,215,641 | $1,215,641 |
| VENTURE FUND # 748 | FMV | $126,306 | $126,306 |
| VENTURE FUND # 749 | FMV | $1,576,133 | $1,576,133 |
| VENTURE FUND # 751 | FMV | $667,893 | $667,893 |
| VENTURE FUND # 752 | FMV | $2,523,093 | $2,523,093 |
| VENTURE FUND # 753 | FMV | $212,689 | $212,689 |
| VENTURE FUND # 755 | FMV | $2,184,438 | $2,184,438 |
| VENTURE FUND # 760 | FMV | $1,775,596 | $1,775,596 |
| VENTURE FUND # 766 | FMV | $6,580,535 | $6,580,535 |
| VENTURE FUND # 767 | FMV | $17,346,239 | $17,346,239 |
| VENTURE FUND # 769 | FMV | $1,400,483 | $1,400,483 |
| VENTURE FUND # 772 | FMV | $4,011,388 | $4,011,388 |
| VENTURE FUND # 773 | FMV | $3,648,557 | $3,648,557 |
| VENTURE FUND # 781 | FMV | $2,302,163 | $2,302,163 |
| VENTURE FUND # 783 | FMV | $5,056,646 | $5,056,646 |
| VENTURE FUND # 784 | FMV | $2,561,310 | $2,561,310 |
| VENTURE FUND # 785 | FMV | $45,241,777 | $45,241,777 |
| VENTURE FUND # 788 | FMV | $3,152,237 | $3,152,237 |
| VENTURE FUND # 790 | FMV | $7,169,044 | $7,169,044 |
| VENTURE FUND # 791 | FMV | $2,944,700 | $2,944,700 |
| VENTURE FUND # 795 | FMV | $1,705,898 | $1,705,898 |
| VENTURE FUND # 797 | FMV | $2,728,200 | $2,728,200 |
| VENTURE FUND # 798 | FMV | $4,867,649 | $4,867,649 |
| INTHOUCH TECHNOLOGIES INC | FMV | $24,442 | $24,442 |
| INTOUCH TECHNOLOGIES INC | FMV | $109,453 | $109,453 |
| INTOUCH TECHNOLOGIES, INC. | FMV | $436,565 | $436,565 |
| LIVHOME INC | FMV | $35,523 | $35,523 |
| VERICARE, INC. | FMV | $100 | $100 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTEE ADVICE | $52,905 | $0 | $52,905 |
| INVESTMENT REVIEWS | $28,851 | $22,593 | $0 |
| EMPLOYMENT MATTERS | $2,196 | $344 | $1,487 |
| EMPLOYEE RETIREMENT PLAN | $3,000 | $469 | $2,400 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $1,009,184 | $1,057,154 | $1,057,154 |
| DIVIDENDS RECEIVABLE | $306,283 | $345,611 | $345,611 |
| P. R. I. - LOANS | $0 | $138,829 | $138,829 |
| PREPAID EXPENSES | $230,993 | $907,559 | $907,559 |
| DEFD COMP ASSETS - 457B PLAN | $611,947 | $613,534 | $613,534 |
| SEC. LENDING PGRM - COLLATERAL | $52,359,269 | $62,570,827 | $62,570,827 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SWAP | Desc |
| Amt | $191,844 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP INV. EXPENSES | $17,480,249 | ||
| OFFICE SUPPLIES | $18,444 | $104,943 | $80,228 |
| EQUIP & FACILITIES MAINTENANCE | $5,784 | $36,930 | $29,681 |
| POSTAGE | $1,170 | $7,230 | $5,747 |
| INSURANCE | $6,651 | $42,466 | $33,973 |
| BANK CUSTODIAN SERVICES | $231,824 | $296,038 | |
| MEMBERSHIPS/DUES/FEES | $4,415 | $12,344 | $7,482 |
| INFORMATION TECHNOLOGY | $138,587 | $564,483 | $400,199 |
| TEMPORARY HELP | $8,269 | $80,534 | $62,555 |
| FAP APPROVALS | $1,629,154 | $1,629,154 | |
| OTHER EXPENSES | $2,352 | $16,758 | $14,406 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECURITIES LENDING | $156,952 | $156,952 |
| BROKERAGE COMMISSIONS | $2,742 | $2,742 |
| NET CURRENCY GAINS | -$1,508,633 | -$1,500,947 |
| CONTRACT REVENUE | $60,000 | $60,000 |
| PARTNERSHIP INCOME | $21,163,926 | |
| 481(A) ADJUSTMENT | -$1,244,498 | |
| SUBPART F INCOME | $147,170 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| Amt | $7,517,299 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $9,375,986 | $9,526,332 |
| SECURITIES LENDING PROGRAM - LIABILITY | $52,359,269 | $62,570,827 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING - PROGRAM | $466,283 | $415,000 | |
| INVESTMENT ADVISOR | $240,000 | $187,941 | |
| RECRUITING | $180,200 | $180,200 | |
| CONSULTING - COMMUNICATION | $144,221 | $144,221 | |
| CONSULTING - STRATEGIC SERVICE | $121,000 | $126,000 | |
| VARIOUS UNDER $100,000 EACH | $957,596 | $674,800 | $110,441 |
| MANAGMENT OF INVESTMENTS | $3,742,556 | $3,519,952 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CURRENT EXCISE TAXES | $4,471,836 |
| DEFERRED EXCISE TAXES | $150,346 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOF-VIII INVESTOR III | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 ST THOMAS STREET BS1 6JS | AddressLine1Txt |
| City | BRISTOL | CityNm |
| Country | UK | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980579697 | EIN |
| Desc | 0$ WAS TRANSFERRED TO THIS ENTITY IN 2015. | Desc |
| Amt | $0 | Amt |