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ESB CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ESB CHARITABLE FOUNDATION (EIN 20-3759208)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-08
IRS object ID
201633139349100333
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-08T12:19:31-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 MISSION STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203759208EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SD BECHTEL JR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSDBEBusinessNameControlTxt
Phone4152848670PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 193809AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941193809ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA LEICHERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4152848670PhoneNum
Signature2016-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOAN S MCMAHONPreparerPersonNm
PTINP00966494PTIN
Phone4157834000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$383,143,404FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$114,225,290ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,562,640DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,805,128DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,477,000NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,951,817GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,942,092CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,035,751OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$737,619OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$141,300,681TotalRevAndExpnssAmt
Total Net Invst Incm$25,484,839TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$524,314CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$64,910CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$459,404CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,991,961OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$101,097OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,882,041OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,004,364PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$31,117PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$763,602PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$83,004LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$47,356LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$122,775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$122,775AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,256,918OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$210,262OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,112,205OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$82,111TaxesRevAndExpnssAmt
Taxes Net Invst Incm$82,367TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$350TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$50,135DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$468,906OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$19,548OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$479,929OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$73,041TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$73,363TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,348,649OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,600,186OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$339,806OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,006,178TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,109,487TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,280,831TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,973,542ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,860,802ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,979,720TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,109,487TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$111,141,633TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$69,320,961ExcessRevenueOverExpensesAmt
Net Investment Income$23,375,352NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$24,707,693SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,857,613SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,857,613SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$14,591,027AcctRcvblAmt
Acct Rcvbl BOY$2,820,253AcctRcvblBOYAmt
Acct Rcvbl EOY$14,591,027AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$14,591,027AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$208,962PrepaidExpensesBOYAmt
Prepaid Expenses EOY$239,466PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$239,466PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$29,855,294CorporateStockBOYAmt
Corporate Stock EOY$18,227,048CorporateStockEOYAmt
Corporate Stock EOYFMV$18,227,048CorporateStockEOYFMVAmt
Corporate Bonds BOY$552,535CorporateBondsBOYAmt
Corporate Bonds EOY$720,763CorporateBondsEOYAmt
Corporate Bonds EOYFMV$720,763CorporateBondsEOYFMVAmt
Other Investments BOY$320,326,460OtherInvestmentsBOYAmt
Other Investments EOY$325,730,701OtherInvestmentsEOYAmt
Other Investments EOYFMV$325,730,701OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$367,914LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$112,898LandBldgEquipAccumDeprecAmt
Land BOY$231,966LandBOYAmt
Land EOY$255,016LandEOYAmt
Land EOYFMV$255,016LandEOYFMVAmt
Other Assets BOY$1,281,460OtherAssetsBOYAmt
Other Assets EOY$1,521,770OtherAssetsEOYAmt
Other Assets EOYFMV$1,521,770OtherAssetsEOYFMVAmt
Total Assets BOY$379,984,623TotalAssetsBOYAmt
Total Assets EOY$383,143,404TotalAssetsEOYAmt
Total Assets EOYFMV$383,143,404TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,785,090AccountsPayableBOYAmt
Accounts Payable EOY$1,439,626AccountsPayableEOYAmt
Grants Payable BOY$127,788,739GrantsPayableBOYAmt
Grants Payable EOY$85,901,478GrantsPayableEOYAmt
Total Liabilities BOY$129,573,829TotalLiabilitiesBOYAmt
Total Liabilities EOY$87,341,104TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$249,623,282UnrestrictedBOYAmt
Unrestricted EOY$294,773,642UnrestrictedEOYAmt
Temporarily Restricted BOY$787,512TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$1,028,658TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$250,410,794TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$295,802,300TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$379,984,623TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$383,143,404TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$250,410,794TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$69,320,961ExcessRevenueOverExpensesAmt
Other Increases$241,145OtherIncreasesAmt
Subtotal$319,972,900SubtotalAmt
Other Decreases$24,170,600OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$295,802,300TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
sale of mutual fundsP$39,983,000$37,144,439$2,838,561$2,838,561
SALE OF SECURITIESP$8,968,817$6,913,228$2,055,589$2,055,589
FROM PARTNERSHIPSP$12,433,774$12,433,774
capital gain distribuTIonsP$3,149,076$3,149,076
P-$534,908-$534,908
FieldValueIRS element (for citing)
Capital Gain Net Income$19,942,092CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$117,688,932AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$404,997,104NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.290592DistributionYr1Rt
Adjusted Qlfy Distri Yr2$69,609,172AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$354,127,495NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.196565DistributionYr2Rt
Adjusted Qlfy Distri Yr3$61,734,495AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$307,456,563NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.200791DistributionYr3Rt
Adjusted Qlfy Distri Yr4$34,816,173AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$277,367,302NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.125524DistributionYr4Rt
Adjusted Qlfy Distri Yr5$34,396,663AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$230,875,750NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.148983DistributionYr5Rt
Total Distribution0.962455TotalDistributionRt
Average Distribution0.192491AverageDistributionRt
Net Vl Noncharitable Assets$368,656,625NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$70,963,082AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$233,754NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$71,196,836AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$111,141,633QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$233,754InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$233,754SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$233,754TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$264,239EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$150,000AppliedToEsTaxAmt
Total Payments And Credits$414,239TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$180,485OverpaymentAmt
Applied To ES Tax$180,485AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksThe FoundationIndividualWithBooksNm
Phone4152848689PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1199 FREMONT STREET 23rd FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN D BECHTEL JR
PO BOX 193809SAN FRANCISCOCA94119CHAIRMAN/DIRECTOR10.00$0$0$0
LAUREN B DACHS
199 FREMONT STREETSAN FRANCISCOCA94105PRESIDENT/EXEC DIR /Direct30.00$262,500$2,173$0
ELIZABETH H BECHTEL
PO BOX 193809SAN FRANCISCOCA94105DIRECTOR5.00$0$0$0
NONIE B RAMSAY
PO BOX 193809SAN FRANCISCOCA94105DIRECTOR5.00$0$0$0
ALAN M DACHS
199 FREMONT STREETSAN FRANCISCOCA94105DIRECTOR5.00$0$0$0
DEBORAH L DUNCAN
199 FREMONT STREETSAN FRANCISCOCA94105DIRECTOR5.00$0$0$0
JUDE L LASPA
PO BOX 193809SAN FRANCISCOCA94119DIRECTOR5.00$0$0$0
BOB PECK
199 FREMONT STREETSAN FRANCISCOCA94105DIRECTOR5.00$0$0$0
JOHN W WEISER
PO BOX 193809SAN FRANCISCOCA94119DIRECTOR5.00$0$0$0
PATRICIA W LEICHER
199 FREMONT STREETSAN FRANCISCOCA94105CFO/SECRETARY28.80$244,354$15,288$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
BARBARA KIBBE
199 FREMONT STREETSAN FRANCISCOCA94105dir org effectivenes30.00$214,500$34,409$0
susan M harvey
199 FREMONT STREETSAN FRANCISCOCA94105PROGRAM DIRECTOR27.00$185,394$12,679$0
ALLISON HARVEY TURNER
199 FREMONT STREETSAN FRANCISCOCA94105PROGRAM DIRECTOR28.80$156,725$17,730$0
BARBARA CARTIER
199 FREMONT STREETSAN FRANCISCOCA94105CONTROLLER33.00$150,658$19,976$0
Arron Jiron
199 FREMONT STREETSAN FRANCISCOCA94105Program officer30.00$136,500$15,782$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k25OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
la piana consulting
5858 horton street suite 272emeryvilleCA94608consulTING SERVICES$886,581
DELOITTE CONSULTING LLP
PO BOX 844717DALLASTX75284CONSULTING SERVICES$132,514
OSTERWEIS CAPITAL MANAGEMENT
ONE MARITIME PLAZA SUITE 800SAN FRANCISCOCA94111INVESTMENT MANAGER$125,652
PAUL TOUGH
160 GREENWICH STREETMONTAUKNY11954CONSULTING SERVICES$100,000
MICRO-DOCUMENTARIES LLC
548 MARKET STREET SUITE 68415SAN FRANCISCOCA94104WEB CONSULTING SERVICES$81,468
FieldValueIRS element (for citing)
Contractor Paid Over50k9ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$331,813,847AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,966,838AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$490,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$374,270,685TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$374,270,685AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,614,060CashDeemedCharitableAmt
Net Vl Noncharitable Assets$368,656,625NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,432,831MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,432,831MinimumInvestmentReturnAmt
Tax Based On Investment Income$233,754TaxBasedOnInvestmentIncomeAmt
Income Tax$16,467IncomeTaxAmt
Total Tax$250,221TotalTaxAmt
Distributable Before Adj$18,182,610DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,182,610DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,182,610DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$111,141,633ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$111,141,633QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$233,754PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$110,907,879AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,182,610DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,134,228ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$21,110,206ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$46,652,573ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$52,242,091ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$42,599,051ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$185,738,149TotalExcessDistributionCyovAmt
Qualifying Distributions$111,141,633QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$92,959,023TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,182,610AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$278,697,172TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$114,225,290CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,867,961ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$162,603,921ExcessDistriCyovToNextYrAmt
Excess From Year4$21,110,206ExcessFromYear4Amt
Excess From Year3$46,652,573ExcessFromYear3Amt
Excess From Year2$52,242,091ExcessFromYear2Amt
Excess From Year1$42,599,051ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN D BECHTEL JRContributingManagerNm
Contributing ManagerELIZABETH H BECHTELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (338 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
826 Valencia
826 Valencia StreetSan FranciscoCA94110NONEPCFunds for unrestricted general support.$200
826 Valencia
826 Valencia StreetSan FranciscoCA94110NONEPCFunds for general operating support.$7,220
Achieve Inc
1400 16th Street Suite 510WashingtonDC20036NONEPCFunds for Next Generation Science Standards (NGSS) Implementation and Instructional Materials in California.$225,000
Achieve Inc
1400 16th Street Suite 510WashingtonDC20036NONEPCFunds to provide expert assistance to the K-12 Alliance Early Implementer districts.$225,000
Ag Innovations
101 Morris Street Suite 212SebastopolCA954723838NONEPCFunds for implementation of capacity building activities targeting governance, financial management, human resources infrastructure, strategic planning, staff training processes, and organizational learning.$213,000
Alameda County Health Care Services Agency
1000 San Leandro Boulevard SuiteSan LeandroCA94577NONEPCFunds to support pediatric trauma services.$2,500,000300
Alameda County Health Care Services Agency
1000 San Leandro Boulevard SuiteSan LeandroCA94577NONEPCFunds to support pediatric trauma services.$2,500,000300
American Academy of Arts and Sciences
Nortons Woods 136 Irving StreetCambridgeMA021381996NONEPCFunds to support a security system upgrade and to replace an old backup generator at the House of the Academy.$120,000
American Cancer Society Inc
PO Box 22718Oklahoma CityOK73123NONEPCFunds for unrestricted general support.$200
American Society Of Civil Engineers Foundation Inc
1801 Alexander Bell Drive Suite 100RestonVA20191NONESO IIFunds to develop and produce "Dream Big!", an IMAX film and complementary educational materials that will highlight engineering wonders of the world.$3,000,000
Amyotrophic Lateral Sclerosis Assn
1275 K Street NW Suite 250WashingtonDC20005NONEPCFunds for unrestricted general support.$200
Amyotrophic Lateral Sclerosis Assn
1275 K Street NW Suite 250WashingtonDC20005NONEPCFunds for unrestricted general support.$100
Autism Speaks Inc
1 East 33rd Street 4th FloorNew YorkNY10016NONEPCFunds given in memory.$5,000
Bay Area Women's and Children's Center
318 Leavenworth StreetSan FranciscoCA94102NONEPCFunds for Structured Activity Time - a fitness and character development program at the Tenderloin Community School.$50,000
Bay Area Women's and Children's Center
318 Leavenworth StreetSan FranciscoCA94102NONEPCFunds for general operating support.$3,000
Berkeley Community Fund
2111 Martin Luther King Jr WayBerkeleyCA94704NONEPCFunds for unrestricted general support.$10,000
Best Friends Animal Society
5001 Angel Canyon RoadKanabUT84741NONEPCFunds for unrestricted general support.$500
Beyond Emancipation
675 Hegenberger Road Suite 100OaklandCA94621NONEPCFunds for unrestricted general support.$500
Beyond Emancipation
675 Hegenberger Road Suite 100OaklandCA94621NONEPCFunds for unrestricted general support.$1,000
Big Life Foundation Usa
3327 Blue Ash LaneIndianapolisIN46239NONEPCFunds designated for elephant protection.$2,000
Boy Scouts of America
10 Highland WayPiedmontCA94611NONEPCFunds for core operating support.$500,000
Boy Scouts of America
1001 Davis StreetSan LeandroCA94577NONEPCFunds for Learning for Life program in 4 Oakland Schools.$41,000
Boy Scouts of America
1325 West Walnut Hill Lane PO BoxIrvingTX75038NONEPCFunds for the development of the National Boy Scout Center in West Virginia.$5,000,000152079
Boys & Girls Clubs of America
National Headquarters 1275AtlantaGA303093506NONEPCFunds for enhancing BGCA's evaluation system and staff training programs.$739,413Peachtree Street NE
Boys & Girls Clubs of San Francisco
55 Hawthorne Street Suite 600San FranciscoCA94105NONEPCFunds for character development programs at the Sunnydale Club (the "Character Club"), the Visitacio$100,000
Brookings Institution
1775 Massachusetts Avenue NWWashingtonDC20036NONEPCFunds given as part of the Director's Grant Program to support the Foreign Policy Program.$100,000
Brooklyn Academy of Music Inc
30 Lafayette AvenueBrooklynNY11217NONEPCFunds for unrestricted general support.$150
Cal State East Bay Educational Foundation
25800 Carlos Bee BoulevardHaywardCA94542NONEPCFunds for unrestricted general support.$231,989
California Council on Science and Technology
5005 La Mart Drive Suite 200RiversideCA92507NONEPCFunds to support a program that integrates scientists into the legislative policymaking process by placing ten Ph.D. scientists as staff in the California Legislature.$100,000
California County Superintendents Educational Services Association
1121 L Street Suite 510SacramentoCA95814NONEPCFunds to develop a long-term plan to build the capacity of the math and science professional development providers at each of the state's 58 County Offices of Education.$198,000
California Institute of Technology
1200 East California Boulevard MailPasadenaCA91125NONEPCFunds to establish the S. D. Bechtel Jr. Foundation Fund I ($23M) to support student life; and the S. D. Bechtel Jr. Foundation Fund II ($2M) to support outreach efforts to California students and teachers.$5,000,000Code 202-31
California League of Conservation Voters Education Fund
350 Frank H Ogawa Plaza Suite 1100OaklandCA94612NONEPCFunds for Green California, a network of more than 90 environmental organizations that plan, strategize, and work collaboratively to speak to decision-makers with a unified voice on environmental issues.$20,000
California Pacific Medical Center Foundation
PO Box 7999San FranciscoCA941207999NONEPCFunds for the Senior Scholar position at Dr. Andereck's Program in Medicine and Human Values.$150,000
California Pacific Medical Center Foundation
PO Box 7999San FranciscoCA941207999NONEPCFunds for the Brain Health Center Integrated Care Initiative that combines multi-disciplinary teamwork, information management systems and targeted education.$125,000
California Pacific Medical Center Foundation
PO Box 7999San FranciscoCA941207999NONEPCFunds for the Brain Health Center Integrated Care Initiative that combines multi-disciplinary teamwork, information management systems and targeted education.$125,000
California School Based Health Alliance
1203 Preservation Park Way SuiteOaklandCA94612NONEPCFunds to build the capacity and sustainability of the organization charged with expanding health services to children on school campuses throughout California.$241,000302
California State Parks Foundation
50 Francisco Street Suite 110San FranciscoCA94133NONEPCFunds to support Phase 2 of the Yosemite Slough Restoration and Development Project including an environmental education pavilion and site amenities to improve the visitor experience.$500,000
California State University Foundation
CSU Center for Teacher QualitySacramentoCA958196018NONEPCFunds for the CSU Chancellor's Office to improve teacher preparation across the CSU system by aligning coursework to the new standards and strengthening partnerships with K12 districts.$2,000,000California State University Sacrame
California State University Foundation
CSU Center for Teacher QualitySacramentoCA958196018NONEPCFunds for professional development of CTQ director Paul Tuss through the Harvard Strategic Data Project and funds to support the meetings of CTQ and CSU Education Deans to determine common measures of teacher candidate effectiveness$81,840California State University Sacrame
California State University Long Beach Research Foundation
6300 State University Drive SuiteLong BeachCA90815NONEPCFunds for the expansion of the innovative teacher induction program in Long Beach.$42,529332
California Stem Learning Network
1901 Harrison Street Suite 1100OaklandCA94612NONEPCFunds for network operations.$230,000
California Stem Learning Network
1901 Harrison Street Suite 1100OaklandCA94612NONEPCFunds for immediate bridge funding to meet payroll.$15,000
California Stem Learning Network
1901 Harrison Street Suite 1100OaklandCA94612NONEPCFunds for additional emergency bridge support.$50,000
California Stem Learning Network
1901 Harrison Street Suite 1100OaklandCA94612NONEPCFunds to resolve a $100,000 line of credit owed by CSLNet.$100,000
California Waterfowl Association
1346 Blue Oaks BoulevardRosevilleCA95678NONEPCFunds to support CWA's 70th Anniversary Dinner on September 29, 2015$5,000
California Waterfowl Association
1346 Blue Oaks BoulevardRosevilleCA95678NONEPCFunds to build capacity, reduce dependence on Foundation funds, and enable CWA's conservation programs including Waterfowl, Wetland, Hunting Heritage, and Education.$300,000
California Wildlife Officers Foundation
c/o Blum Tripp CPAs 480 LyttonPalo AltoCA94301NONEPCFunds for general operating support. The mission of the Foundation is to provide financial benefits and citizen support to the California Game Wardens and their families.$50,000Avenue Suite 4
Californians Dedicated to Education Foundation
425 BroadwayRedwood CityCA94063NONEPCFunds for California's first systematic attempt to broaden labor-management activities in education.$250,000
Camp Fire National Headquarters
1100 Walnut Street Suite 1900Kansas CityMO641062197NONEPCFunds for Camp Fire to develop a five-year strategy and business plan as well as build out its online training system for staff, volunteers, and board members.$597,153
Center for Land-Based Learning
5265 Putah Creek RoadWintersCA95694NONEPCFunds to build CLBT infrastructure and cultivate new sources of long-term funding.$53,000
Center for the Collaborative Classroom
1250 53rd Street Suite 3EmeryvilleCA946082965NONEPCFunds to expand and strengthen the Caring School community program so that it can be adopted in school districts on a wider scale across the country.$250,000
Central City Hospitality House
290 Turk StreetSan FranciscoCA94102NONEPCFunds for unrestricted general support.$200
Ceres Inc
99 Chauncy Street 6th FloorBostonMA021111703NONEPCFunds to support Ceres's Water Program to build capacity to advocate for water stewardship and improve water management practices by mobilizing investor and water utility leadership.$200,000
Cerritos College Foundation
11110 Alondra BoulevardNorwalkCA90650NONEPCFunds designated for the California Teacher Pathway.$200
Chabot Space & Science Center Foundation
10000 Skyline BlvdOaklandCA94619NONEPCFunds for general support of science education pipeline covering such things as strategic planning process to maintain and strengthen programs serving pre-K to 12th grade students.$100,000
Chewonki Foundation Inc
485 Chewonki Neck RoadWiscnaetME04578NONEPCFunds for unrestricted general support.$100
Children Now
1404 Franklin Street Suite 700OaklandCA94612NONEPCFunds to execute a policy development and advocacy strategy in California that supports new academic standards and improves the quality of student learning.$250,000
Chronicle Season of Sharing Fund
P O Box 44740San FranciscoCA94144NONEPCFunds to provide emergency assistance to Bay Area families facing serious financial hardships.$10,000
City of Hope
1500 E Duarte RoadDuarteCA91010NONEPCFunds for the NCFIC Fund-a-Need.$100
Civic Ventures
P O Box 29542San FranciscoCA941290542NONEPCFunds for the scaling and sustainability of the Encore Movement through building the capacity of regional leadership.$350,000
Commonwealth Club Of California
555 Post StreetSan FranciscoCA94102NONEPCFunds for a series of water events as part of Climate One program$110,000
Community Hospital Foundation
P O Box HHMontereyCA93942NONEPCFunds to support recruitment of primary care physicians for Community Clinics on the Monterey Peninsula.$1,500,000
Community Initiatives
750 25th AvenueSan FranciscoCA94121NONEPCFunds to support SFTR to develop a new teacher residency program with San Francisco State University and expand and improve the current program.$175,000
Community Initiatives
c/o Mission High School 3750 18thSan FranciscoCA94114NONEPCFunds to support hands-on and inquiry-based youth programming at two Mission Science Workshop sites in San Francisco.$75,000Street
Community Science Workshop Network
120 Second StreetWatsonvilleCA95076NONEPCFunds for general operating support allowing the CSW Network to build infrastructure, evaluate local programs, and provide technical assistance and professional development to its members.$150,000
Compass Family Services
49 Powell Street 3rd FloorSan FranciscoCA94102NONEPCFunds for unrestricted general support.$200
Compass Family Services
49 Powell Street 3rd FloorSan FranciscoCA94102NONEPCFunds for unrestricted general support.$800
Connected the California Center for College and Career
2150 Shattuck Avenue Suite 1200OaklandCA94704NONEPCFunds for improved professional development and instructional tools in civic learning for Linked Lea$221,356
Connected the California Center for College and Career
2150 Shattuck Avenue Suite 1200OaklandCA94704NONEPCFunds for enhanced evaluation of the civic learning initiative.$75,000
Contra Costa Ballet Foundation
2040 North BroadwayWalnut CreekCA94596NONEPCFunds for unrestricted general support.$200
Cora Community Overcoming Relationship Abuse
2211 Palm AvenueSan MateoCA94403NONEPCFunds for unrestricted general support.$100
Cora Community Overcoming Relationship Abuse
2211 Palm AvenueSan MateoCA94403NONEPCFunds for unrestricted general support.$500
Cora Community Overcoming Relationship Abuse
2211 Palm AvenueSan MateoCA94403NONEPCFunds for unrestricted general support.$500
Cora Community Overcoming Relationship Abuse
2211 Palm AvenueSan MateoCA94403NONEPCFunds for unrestricted general support.$100
Cora Community Overcoming Relationship Abuse
2211 Palm AvenueSan MateoCA94403NONEPCFunds for unrestricted general support.$234
Core Districts
1107 9th Street Suite 500SacramentoCA95814NONEPCFunds for the development of measures and programs to advance Social-Emotional Learning (SEL) in CA Office of Education Reform (CORE) Waiver districts.$500,000
Cornell University
130 E Seneca Street Suite 400IthacaNY14850NONEPCFunds designated for the Arts and Sciences College.$5,000
Corporation of the Fine Arts Museums
Golden Gate Park 50 Hagiwara TeaSan FranciscoCA94118NONEPCFunds to support the Chief Curator's Gold Circle annual membership renewal. All benefits waived.$20,000Garden Drive
Corporation Of The Fine Arts Museums
Golden Gate Park 50 Hagiwara TeaSan FranciscoCA94118NONEPCFunds to support the annual Bouquets to Art Opening Night Gala on April 13, 2015. All benefits waived.$5,000Garden Drive
Council Of Chief State School Officers
One Massachusetts Avenue NW SuiteWashingtonDC20001NONEPCFunds to support California's participation in CCSSO's teacher preparation policy network.$141,125700
Council On Foundations Inc
2121 Crystal Drive Suite 700ArlingtonVA22202NONEPCFunds for annual membership renewal.$20,860
Council On Foundations Inc
2121 Crystal Drive Suite 700ArlingtonVA22202NONEPCFunds for the Natural Resources and Energy program sessions at the 2015 COF annual conference.$20,000
Delta Waterfowl Foundation
1312 Basin AvenueBismarckND22202NONEPCFunds for general operating support to Delta Waterfowl as it advances active management of nesting habitat and increases its presence in California.$200,140
Dinuba Unified School District
1327 E El Monte WayDinubaCA93618NONEPCFunds for the implementation of the CCSS-M in grades K-8, participation in a cross-district community of practice, and engagement in statewide leadership around CCSS-M.$487,135
Doctors Without Borders Usa Inc
333 7th Avenue Floor 2New YorkNY10001NONEPCFunds for unrestricted general support.$200
Doctors Without Borders Usa Inc
333 7th Avenue Floor 2New YorkNY10001NONEPCFunds for unrestricted general support.$200
Duke University
Duke University Box 90335DurhamNC27705NONEPCFunds to support the Nicholas Institute within Duke University to create a blueprint for improvements to the water right and management systems used in the American West .$50,000
E C S V
4000 Moorpark Avenue Suite 200San JoseCA95117NONEPCFunds for ECSV to complete its capital campaign to build a new facility to house a model early childhood education and family support program.$800,000
East Bay Sanctuary Covenant
PO Box 4670BerkeleyCA94704NONEPCFunds for unrestricted general support.$1,000
East Bay Zoological Society
PO Box 5238OaklandCA94605NONEPCFunds for unrestricted general support.$5,000
East Bay Zoological Society
PO Box 5238OaklandCA94605NONEPCFunds for general operating support.$2,000
East Oakland Youth Development Center
8200 International BoulevardOaklandCA94621NONEPCFunds for general operating support.$50,000
Education Outside
135 Van Ness Avenue Suite 408San FranciscoCA94102NONEPCFunds for a rigorous external evaluation of the implementation of the Education Outside Corps Program.$80,000
Education Outside
135 Van Ness Avenue Suite 408San FranciscoCA94102NONEPCFunds to strengthen Education Outside's capacity to promote environmental literacy, STEM learning, and health for San Francisco school communities.$200,000
Education Trust Inc
1814 Franklin Street Suite 220OaklandCA94612NONEPCFunds for a coordinated STEM advocacy campaign in California in collaboration with Children Now and CSLNet.$150,000
Education Trust Inc
1814 Franklin Street Suite 220OaklandCA94612NONEPCFunds to support advocacy efforts on promoting STEM measures in the new accountability system and the publication of a report on the integration of science and English language development.$250,000
Elk Grove Unified School District
9510 Elk Grove-Florin RoadElk GroveCA95624NONEPCFunds for the implementation of the CCSS-M in grades K-8, participation in a cross-district community of practice, and engagement in statewide leadership around CCSS-M.$1,315,233
Environmental Defense Fund Incorporated
123 Mission StreetSan FranciscoCA94105NONEPCFunds for ongoing development of the Central Valley Habitat Exchange, which will use existing mitigation funds to incentives ranchers and farmers to restore, protect, and steward wildlife habitat.$1,298,000
Environmental Grantmakers Association
475 Riverside Drive Suite 960New YorkNY10115NONEPCFunds for the Blue Sky Funders Forum, a partnership of funders striving to strengthen the field of environmental education.$25,000
Faith Network of the East Bay Inc
2633 Telegraph Avenue Suite 412OaklandCA94612NONEPCFunds for Succeeding by Reading, Science Horizons, Health4Kids and CareerBridge.$75,000
Filoli Center
86 Canada RoadWoodsideCA940622143NONEPCFunds for Succeeding by Reading, Science Horizons, Health4Kids and CareerBridge.$4,500
Food Bank Contra Costa And Solano
PO Box 6324ConcordCA94524NONEPCFunds for Succeeding by Reading, Science Horizons, Health4Kids and CareerBridge.$200
Foundation Center
79 Fifth AvenueNew YorkNY100033076NONEPCFunds for annual membership renewal. All benefits waived.$15,000
Foundation for Osteoporosis Research & Education
1814 Franklin Street Suite 620OaklandCA94612NONEPCFunds for unrestricted general support.$50,000
Fresno Unified School District
Grants Office 1833 E StreetFresnoCA93706NONEPCFunds to build Foundation Center's organizational capacity and expand the public's understanding of philanthropy.$75,000
Futures Without Violence
The Presidio 100 Montgomery StreetSan FranciscoCA94129NONEPCFunds for core operating support.$400
Garden Grove Unified School District
10331 Stanford AvenueGarden GroveCA92840NONEPCMatching funds for the first year of evaluation of the federal Fresno Teacher Quality Partnership grant.$1,069,840
Girl Scouts of Northern California
1650 Harbor Bay ParkwayAlamedaCA94502NONEPCFunds for unrestricted general support.$250,000
Girls Incorporated Of West Contra Costa County
260 BroadwayRichmondCA94804NONEPCFunds for support of STEM and environmental education direct service programming in under-served communities.$25,000
Girls Incorporated
120 Wall Street 18th FloorNew YorkNY10005NONEPCFunds for the implementation of the CCSS-M in grades K-8, participation in a cross-district community of practice, and engagement in statewide leadership around CCSS-M.$518,574
Globalgiving Foundation Inc
1110 Vermont Avenue NW Suite 550WashingtonDC20005NONEPCFunds for Girls Inc. to support its affiliates in collecting data, measuring impact, and using data to inform programming.$210
Golden Gate National Parks Conservancy
Building 201 Fort MasonSan FranciscoCA94123NONEPCFunds to support character programs and technical assistance for the organization.$59,300
Golden Gate National Parks Conservancy
Building 201 Fort MasonSan FranciscoCA94123NONEPCFunds for employee matching gifts.$2,500,000
Golden Gate National Parks Conservancy
Building 201 Fort MasonSan FranciscoCA94123NONEPCFunds for Golden Gate National Park Conservancy, Golden Gate National Parks, Marin Water District, State Parks, and Marin County Parks to coordinate land stewardship activates in the Tamalpais region of Marin County.$167,400
Golden Gate National Parks Conservancy
Building 201 Fort MasonSan FranciscoCA94123NONEPCFunds for the last and most dramatic park building projects in the Presidio: a stunning new landscape on the Presidio Parkway tunnel top and an expanded youth programs campus at Crissy Field.$300,000
Graduate Theological Union
2400 Ridge RoadBerkeleyCA94709NONEPCFunds for the Tam Lands Collaborative, a cross-sector effort to coordinate land stewardship activities in the Tamalpais region of Marin County.$50,000
Grantmakers For Education
720 SW Washington Street Suite 605PortlandOR97205NONEPCFunds for the infrastructure and planning for the Parks Youth Collaborative, a partnership for coordinating and improving youth-serving programs of GGNPC, the National Park Service, and the Presidio Trust.$50,000
Grantmakers For Education
720 SW Washington Street Suite 605PortlandOR97205NONEPCFunds given as part of the Directors Grant Program designated for the Center for Islamic Studies.$19,500
Grantmakers for Effective Organizations
1725 DeSales Street NW Suite 404WashingtonDC20036NONEPCFunds to support Grantmakers for Education's 19th Annual conference.$5,600
Grantmakers for Effective Organizations
1725 DeSales Street NW Suite 404WashingtonDC20036NONEPCFunds for annual membership renewal.$50,000
Grantmakers for Effective Organizations
1725 DeSales Street NW Suite 404WashingtonDC20036NONEPCFunds for annual membership renewal.$50,000
Grantmakers for Effective Organizations
1725 DeSales Street NW Suite 404WashingtonDC20036NONEPCFunds to engage foundations leaders and front-line staff to adopt and/or advocate for smarter and more effective grantmaking policies and practices.$25,000
Grants Managers Network Inc
1666 K Street NW Suite 440WashingtonDC20006NONEPCFunds to engage foundations leaders and front-line staff to adopt and/or advocate for smarter and more effective grantmaking policies and practices.$5,340
Greater Washington Educational Telecommunications Association
3939 Campbell AvenueArlingtonVA22206NONEPCFunds for unrestricted support as GEO matures from a research-focused organization to an active player in building out the philanthropic ecosystem.$350,000
Guidestar USA Inc
4801 Courthouse Street Suite 220WilliamsburgVA231882678NONEPCFunds for annual membership renewal.$10,000
Hanna Boys Center
PO Box 100SonomaCA954760100NONEPCFunds to support the NEWSHOUR's STEM journalism.$800
Hanna Boys Center
PO Box 100SonomaCA954760100NONEPCFunds for annual membership renewal as a Catalyst Member.$500
Head-Royce School
4315 Lincoln AvenueOaklandCA94602NONEPCFunds for unrestricted general support.$15,000
Heartland Alliance International Llc
208 S LaSalle St Suite 1300ChicagoIL60604NONEPCFunds for unrestricted general support.$2,000
Heyday
PO Box 9145BerkeleyCA94709NONEPCFunds for annual fund.$50,000
iCivics Inc
1035 Cambridge Street Suite 21BCambridgeMA02141NONEPCFunds for general support of the Marjorie Kovler Center.$200,000
Independent Sector
1602 L Street NW Suite 900WashingtonDC20036NONEPCFunds for 1:1 matching grant ($150,000) and operations ($100,000).$17,150
Innocence Project Inc
40 Worth Street Suite 701New YorkNY10013NONEPCFunds for increased development capacity, financial sustainability, and continued research and development.$300
J David Gladstone Institutes
1650 Owens StreetSan FranciscoCA941582261NONEPCFunds for annual membership renewal.$1,200,000
Kipp Bay Area Schools
1404 Franklin Street Suite 500OaklandCA94612NONEPCFunds for unrestricted general support.$240
Kipp Foundation
135 Main Street Suite 1700San FranciscoCA94105NONEPCFunds to develop the Center for Comprehensive Alzheimer's Disease Research to accelerate progress toward promising Alzheimer's disease treatments.$500
KQED Inc
2601 Mariposa StreetSan FranciscoCA94110NONEPCFunds for unrestricted general support.$300
KQED Inc
2601 Mariposa StreetSan FranciscoCA94110NONEPCFunds for unrestricted general support.$200
KQED Inc
2601 Mariposa StreetSan FranciscoCA94110NONEPCFunds for unrestricted general support.$1,000
La Clinica de La Raza Inc
1450 Fruitvale AvenueOaklandCA94601NONEPCFunds for unrestricted general support.$75,000
Lafayette Partners In Education
P O Box 923LafayetteCA94549NONEPCFunds for unrestricted general support.$1,600
Lake School Corporation
304 Lester AvenueOaklandCA94606NONEPCFunds for unrestricted general support.$1,000
Land Trust Alliance Incorporated
1660 L Street NW Suite 1100WashingtonDC200365635NONEPCFunds to build the capacity of the Land Trust Alliance's Western Regional Program.$446,600
Larkin Street Youth Services
134 Golden Gate AvenueSan FranciscoCA94102NONEPCFunds for unrestricted general support.$200
Larkin Street Youth Services
134 Golden Gate AvenueSan FranciscoCA94102NONEPCFunds to support the work of Research & Evaluation Department, which contributes to the overall success of the organization.$75,000
Long Beach Unified School District
1515 Hughes WayLong BeachCA90810NONEPCFunds for the implementation of the CCSS-M in grades K-8, participation in a cross-district community of practice, and engagement in statewide leadership around CCSS-M.$1,597,698
Los Angeles County Education Foundation
PO Box 59087Los AngelesCA900590087NONEPCFunds for the design, implementation, assessment and institutionalization of high school social studies teacher professional development programs based on proven practices and community models.$364,250
Loyola Marymount University
1 LMU Drive University Hall SuiteLos AngelesCA90045NONEPCFunds to expand and evaluate comprehensive STEM - literacy training for elementary teacher candidates at specifically selected professional development school sites.$63,0002800
Mass Design Group
334 Boylston Street Suite 400BostonMA02116NONEPCFunds for 5 domestic capital grant case studies, including financial analysis, and the development of a prospective assessment tool to help donors/investors assess the potential impact (and risks) of capital projects on the front end.$72,805
Mass Design Group
334 Boylston Street Suite 400BostonMA02116NONEPCFunds for 5 domestic capital grant case studies, including financial analysis, and the development of a prospective assessment tool to help donors/investors assess the potential impact (and risks) of capital projects on the front end.$147,275
Max McGraw Wildlife Foundation
PO Box 9DundeeIL60118NONEPCFunds to support the improved efficiency and placement of federal funding for wildlife conservation.$25,000
Medal Of Honor Museum Foundation
528 Johnnie Dodds BlvdMount PleasantSC29464NONEPCFunds to support the construction of the new Medal of Honor Museum in South Carolina, commemorating Medal of Honor recipients.$662,756
Medal Of Honor Museum Foundation
528 Johnnie Dodds BlvdMount PleasantSC29464NONEPCFunds to support the construction of the new Medal of Honor Museum in South Carolina, commemorating Medal of Honor recipients.$1,744,482
Merola Opera Program
War Memorial Opera House 301 VanSan FranciscoCA94102NONEPCFunds for unrestricted general support.$850Ness Avenue
Monterey Bay Aquarium Foundation
886 Cannery RowMontereyCA939401085NONEPCFunds to enable California schoolchildren to visit the Aquarium at no charge; these visits are designed to spark children's interest in science and the natural world.$1,000,000
Monterey Bay Aquarium Foundation
886 Cannery RowMontereyCA939401085NONEPCFunds to support the expansion of the Aquarium's education facilities and programming by purchasing and renovating a nearby building on Cannery Row to be named the Bechtel Family Center for Ocean Education and Leadership.$2,500,000
Montgomery College Foundation Inc
40 West Gude Drive Suite 200RockvilleMD20850NONEPCFunds for unrestricted general support.$400
More Choices Inc
11425 Golf Links RoadOaklandCA94605NONEPCFunds for unrestricted general support.$5,000
Museum of Science
1 Science ParkBostonMA021141099NONEPCFunds for a convening at the Museum of Science in Boston to gather the K-12 Engineering Design community to begin networking efforts to support the NGSS Engineering Practices.$5,000
Naral Pro-Choice California Foundation
335 South Van Ness AvenueSan FranciscoCA94103NONEPCFunds for NARAL California's community-focused educational programs with the goal of informing, training, and engaging pro-choice activism.$35,000
National Academy of Sciences
500 5th Street NW Room NAS 218WashingtonDC20001NONEPCFunds given in memory.$10,000
National Audubon Society Inc
220 Montgomery Street Suite 1000San FranciscoCA94104NONEPCFunds for unrestricted general support.$500
National Audubon Society Inc
220 Montgomery Street Suite 1000San FranciscoCA94104NONEPCFunds to develop and launch Audubon's Youth Leaders program and improve cultural relevance of programming at Richardson Bay.$75,000
National Audubon Society Inc
220 Montgomery Street Suite 1000San FranciscoCA94104NONEPCFunds for the Migratory Bird Conservation Partnership (Audubon California, the Nature Conservancy, and Point Blue) to protect, restore and enhance California's priority conservation areas for migratory birds.$640,079
National Audubon Society Inc
220 Montgomery Street Suite 1000San FranciscoCA94104NONEPCFunds for the implementation of Audubon California's new business plan and to grow fundraising capacity to put the organization on a sustainable long-term trajectory.$647,455
National Audubon Society Inc
220 Montgomery Street Suite 1000San FranciscoCA94104NONEPCFunds for unrestricted general support.$1,000
National Audubon Society Inc
225 Varick Street 7th FloorNew YorkNY10014NONEPCFunds to support Audubon's Colorado River efforts within the new western water initiative.$150,000
National Audubon Society Inc
225 Varick Street 7th FloorNew YorkNY10014NONEPCFunds for unrestricted general support.$6,000
National Catholic Reporter Publishing Company
115 E Armour BoulevardKansas CityMO641111203NONEPCFunds given as part of the Directors Grant Program to be used for general operating support.$50,000
National Center For Civic Innovation Inc
121 Avenue of the Americas 6thNew YorkNY10013NONEPCFunds to build the capacity of 100Kin10 operations to bring on new partners, support existing partners, develop strong funder relationships, build the learning architecture, and evaluate the success of the network.$500,000Floor
National Center for Family Philanthropy
1101 Connecticut Avenue NW SuiteWashingtonDC20003NONEPCFunds for annual membership at the Leadership Circle.$9,500220
National Center on Time & Learning Inc
24 School Street 3rd FloorBostonMA02108NONEPCFunds for the creation of "playbook or "how-to manual" based on CORE's experience including SEL competencies in their accountability system.$71,300
National Childrens Cancer Society Inc
500 North Broadway Suite 1850St LouisMO63102NONEPCFunds for unrestricted general support.$200
National Disaster Search Dog Foundation Inc
501 East Ojai AvenueOjaiCA93023NONEPCFunds to support and complete the Campaign to build the National Training Center.$673,435
National Disaster Search Dog Foundation Inc
501 East Ojai AvenueOjaiCA93023NONEPCFunds to support and complete the Campaign to build the National Training Center.$576,565
National Engineers Week Foundation
1420 King StreetAlexandriaVA22314NONEPCFunds for strengthening key capacities including succession planning, strategy development, fundraising, communications, and website improvements.$375,000
National Judicial College
c/o National Judicial CollegeRenoNV89557NONEPCFunds for the judicial education program for judges overseeing complex water litigation and to support DTW's efforts to diversify revenue sources.$55,000Judicial Education Building MS 358
National Park Foundation
1110 Vermont Avenue NW Suite 200WashingtonDC20005NONEPCFunds to enable the National Park Foundation to collaborate with National Park education, service, philanthropy, and conservation partners to design a new leadership and support framework for park partners and partnerships.$250,000
National Public Education Support Fund
1825 K Street NW Suite 400WashingtonDC20006NONEPCFunds to support the Education Funder Strategy Group membership.$50,000
Nature Conservancy
201 Mission Street 4th FloorSan FranciscoCA94105NONEPCFunds for coordinating the BirdReturns program with expansion of Waterbird Habitat Enhancement Programs on Central Valley agricultural lands.$450,000
Nature Conservancy
201 Mission Street 4th FloorSan FranciscoCA94105NONEPCFunds for the Migratory Bird Conservation Partnership (Audubon California, The Nature Conservancy, and Point Blue) to protect, restore and enhance California's priority conservation areas for migratory birds.$719,843
Nature Conservancy
201 Mission Street 4th FloorSan FranciscoCA94105NONEPCFunds for the next phase of BirdReturns, including Program expansion and refinement.$450,000
Nature Conservancy
201 Mission Street 4th FloorSan FranciscoCA94105NONEPCFunds for the California Conservation Associates program, which places undergraduate and postgraduate students in fellowships at TNC to feed the pipeline of talented and informed water and conservation professionals.$60,000
Nature Conservancy
201 Mission Street 4th FloorSan FranciscoCA94105NONEPCFunds to position Water Program to sustain its expanded scope.$2,250,000
New Venture Fund
1201 Connecticut Avenue NW SuiteWashingtonDC20036NONEPCFunds for the funder collaborative to determine and organize next steps for the field of Character/SEL measurement.$75,000300
NewFields Companies LLC
1624 Franklin Street Suite 901OaklandCA94612NONEncFunds for first phase of a longer effort on better data integration and analytics for water resource$24,987
North Oakland Community Charter School
1000 42nd StreetOaklandCA94608NONEPCFunds for unrestricted general support.$200
Northern California Grantmakers
160 Spear Street Suite 360San FranciscoCA94105NONEPCFunds for annual membership renewal.$19,500
Oakland Unified School District
1000 Broadway Suite 680OaklandCA94607NONEPCFunds for unrestricted general support.$1,054,831
Oceanside Unified School District
2111 Mission AvenueOceansideCA92058NONEPCFunds for the implementation of the CCSS-M in grades K-8, participation in a cross-district community of practice, and engagement in statewide leadership around CCSS-M.$570,561
Outward Bound Inc
4 Airline Drive Suite 202AlbanyNY12205NONEPCFunds to support the development of a research agenda for the Outward Bound network of schools, and a business plan for a national educator institute.$487,312
Pacific Repertory Theatre
PO Box 222035CarmelCA93922NONEPCFunds for unrestricted general support.$1,000
Partnership for Children And Youth
1330 Broadway Suite 601OaklandCA94612NONEPCFunds for improving the OST field's understanding of SEL, promote collaboration between schools and OST programs to boost SEL, and improve overall quality of OST programs.$115,000
Partnership for Children And Youth
1330 Broadway Suite 601OaklandCA94612NONEPCFunds for work to improve the out-of-school time field's understanding of character building social-emotional learning, promote collaboration between schools and out-of-school time programs, and improve overall quality of out-of-school time programs.$250,000
Philanthropy Roundtable
1730 M Street NW Suite 601WashingtonDC20036NONEPCFunds to help market the Almanac of American Philanthropy, a new resource that highlights the importance of giving.$75,000
Piedmont Community Church
400 Highland AvePiedmontCA94611NONEPCFunds designated for the Christmas Music Presentation.$1,000
Piedmont Community Church
400 Highland AvePiedmontCA94611NONEPCFunds for unrestricted general support.$7,500
Planned Parenthood Federation Of
434 West 33rd StreetNew YorkNY10001NONEPCFunds for unrestricted general support.$2,500
Planned Parenthood Federation Of
434 West 33rd StreetNew YorkNY10001NONEPCFunds for general operating support.$300
Playworks Education Energized
650 5th Street Suite 311San FranciscoCA94107NONEPCFunds designated for Playworks San Francisco.$280
Playworks Education Energized
650 5th Street Suite 311San FranciscoCA94107NONEPCFunds designated for San Francisco Playworks.$5,000
Playworks Education Energized
650 5th Street Suite 311San FranciscoCA94107NONEPCFunds for unrestricted general support.$120
Point Reyes Bird Observatory
3820 Cypress Drive Suite 11PetalumaCA94954NONEPCFunds for the Rangeland Watershed Initiative and organizational capacity building.$1,327,000
Point Reyes Bird Observatory
3820 Cypress Drive Suite 11PetalumaCA94954NONEPCFunds for the Migratory Bird Conservation Partnership (Audubon California, The Nature Conservancy, and Point Blue) to protect, restore and enhance California's priority conservation areas for migratory birds.$640,078
Positive Coaching Alliance
1001 N Rengstroff Avenue Suite 100Mountain ViewCA94043NONEPCFunds for unrestricted general support.$2,500
Positive Coaching Alliance
1001 N Rengstroff Avenue Suite 100Mountain ViewCA94043NONEPCFunds to support: (1) evaluation of coach certification program outcomes and (2) improvement of PCA's system of measurement for continuous improvement.$687,810
President And Fellows of Harvard College
124 Mount Auburn StreetCambridgeMA02138NONEPCFunds for college financial aid in Faculty of Arts & Sciences.$100
Prion Alliance Inc
PO Box 391953CambridgeMA02139NONEPCFunds for unrestricted general support.$200
Prion Alliance Inc
PO Box 391953CambridgeMA02139NONEPCFunds for general operating support.$200
Pta California Congress Of Parents Teachers & Students Inc
561 Merriwood DriveLafayetteCA94549NONEPCFunds for unrestricted general support.$400
Public Policy Institute of California
500 Washington Street Suite 600San FranciscoCA94111NONEPCFunds to support PPIC's annual "Speaker Series on California's Future."$10,000
Public Policy Institute of California
500 Washington Street Suite 600San FranciscoCA94111NONEPCFunds to conduct the PPIC Statewide Survey on Californians and Education to track opinions among Californians about K-12 education in California on issues such as Local Control Funding Formula and the rollout of the Common Core State Standards.$32,000
Public Policy Institute of California
500 Washington Street Suite 600San FranciscoCA94111NONEPCFunds to upgrade technology in the George P. Shultz Forum and to establish a fund to continue to make the BCC available and affordable for other civic-minded organizations.$300,000
Public Policy Institute of California
500 Washington Street Suite 600San FranciscoCA94111NONEPCFunds to support PPIC's annual "Speaker Series on California's Future."$10,000
Purdue International Inc
701 W Stadium Avenue Room 1317West LafayetteIN479062045NONEPCFunds for the creation of the Innovation Design Center that will provide a hands-on environment for Purdue engineering and technology students that expands their collaborative learning.$1,000,000
Reality San Francisco Church
1504 Bryant Street Suite 301San FranciscoCA94103NONEPCFunds for unrestricted general support.$15,000
Reality San Francisco Church
1504 Bryant Street Suite 301San FranciscoCA94103NONEPCFunds for unrestricted general support.$1,000
Regents Of The University Of California
University of California Davis OneDavisCA95616NONEPCFunds for the development and implementation of a partnership between UC Davis and two local school districts to strengthen integrated STEM education.$828,201Shields Avenue
Resolve Inc
1255 23rd Street NW Suite 275WashingtonDC20037NONEPCFunds to support the Water Funder Initiative to engage current and potential water funders and articulate a solution set for water.$600,000
Resources For The Future Inc
1616 P Street NWWashingtonDC200361400NONEPCFunds for energy policy research and communications capacity.$150,000
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NONEPCFunds for the implementation of the Parks Forward recommendations.$500,000
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NONEPCFunds to support the California Water Foundation, a philanthropic initiative designed to advance sustainable water management in California.$3,000,000
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NONEPCFunds to augment current support to the California Water Foundation in response to its Drought Action Initiative.$750,000
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NONEPCFunds for the implementation of the Parks Forward recommendations.$500,000
Ronald Reagan Presidential Foundation and Institute
40 Presidential Drive Suite 200Simi ValleyCA93065NONEPCFunds for the underwriting of the Peace Through Strength Exhibit in the Ronald Reagan Presidential Library and Museum in honor of former Secretary of State George Shultz.$600,000
Rotary Service Inc
2565 Third Street Suite 237San FranciscoCA94107NONEPCFunds designated for the SF Rotary Backpack Dash on August 16, 2015.$100
Sacramento City Unified School District
5735 47th AvenueSacramentoCA95824NONEPCFunds to build teacher and leadership capacity to transform teaching and learning by strategically providing meaningful learning experiences that support students' acquisition of deep conceptual mathematical understanding.$496,000
Sacramento City Unified School District
5735 47th AvenueSacramentoCA95824NONEPCFunds to build teacher and leadership capacity to transform teaching and learning by strategically providing meaningful learning experiences that support students' acquisition of deep conceptual mathematical understanding.$567,772
Sacramento County Office of Education
PO Box 269003SacramentoCA958269003NONEPCFunds for the implementation of a model professional development program for 14 core schools and additional regional schools on a fee-for-service basis.$361,839
Sacred Heart Community Service
1381 South First StreetSan JoseCA95110NONEPCFunds for employee matching gifts.$300
Sacred Heart Community Service
1381 South First StreetSan JoseCA95110NONEPCFunds for general operating support.$100
San Francisco Aids Foundation
1035 Market Street Suite 400San FranciscoCA94103NONEPCFunds designated for AIDS LifeCycle.$100
San Francisco Food Bank
900 Pennsylvania AvenueSan FranciscoCA94107NONEPCFunds to support Fremont Group's annual Food from the Bar fundraising drive benefiting the San Francisco Food Bank.$5,000
San Francisco Food Bank
900 Pennsylvania AvenueSan FranciscoCA94107NONEPCFunds for unrestricted general support.$200
San Francisco Food Bank
900 Pennsylvania AvenueSan FranciscoCA94107NONEPCFunds for unrestricted general support.$900
San Francisco Food Bank
900 Pennsylvania AvenueSan FranciscoCA94107NONEPCFunds for unrestricted general support.$2,000
San Francisco Food Bank
900 Pennsylvania AvenueSan FranciscoCA94107NONEPCFunds to end hunger in San Francisco and Marin and promote high nutrition standards.$100,000
San Francisco Opera Association
301 Van Ness AvenueSan FranciscoCA941021729NONEPCFunds for unrestricted general support.$322
San Francisco Symphony
Davies Symphony Hall 201 Van NessSan FranciscoCA941024585NONEPCFunds for unrestricted general support.$370Avenue
San Francisco Unified School District
750 25th AvenueSan FranciscoCA94121NONEPCFunds for implementation of the Common Core State Standards in Mathematics (CCSS-M) in grades K-8, participation in a cross-district community of practice, and engagement in statewide leadership around CCSS-M.$1,467,200
Sanger Unified School District
1905 Seventh StreetSangerCA93657NONEPCFunds for the implementation of the CCSS-M in grades K-8, participation in a cross-district community of practice, and engagement in statewide leadership around CCSS-M.$415,445
Santa Ana Unified School District
1601 East Chestnut AvenueSanta AnaCA92701NONEPCFunds for the implementation of the CCSS-M in grades K-8, participation in a cross-district community of practice, and engagement in statewide leadership around CCSS-M.$1,200,650
Santa Catalina School
1500 Mark Thomas DriveMontereyCA939405291NONEPCFunds for the annual fund.$10,000
Save The Redwoods League
111 Sutter St 11th FloorSan FranciscoCA94104NONEPCFunds for creating a conservation planning tool to inform how the League and its partners, including State Parks, can best protect, restore, and connect people to the coast redwood and giant sequoia forests in the decades ahead.$143,000
Scholarmatch Inc
849 Valencia StreetSan FranciscoCA94110NONEPCFunds for student scholarship.$200
School-Based Health Alliance
1010 Vermont Avenue NW Suite 600WashingtonDC20005NONEPCFunds to create a Data Center to demonstrate the full impact of school-based health services.$100,000
Seattle Preparatory School
2400 Eleventh Avenue ESeattleWA98102NONEPCFunds for unrestricted general support.$200
Sempervirens Fund
419 South San Antonio Road SuiteLos AltosCA940223640NONEPCFunds for Sempervirens to convene landowners and managers in the Santa Cruz Mountains to plan for future stewardship of a larger connected system of natural lands, while facing limited financial and human resources, and climate change impacts.$50,000211
Sing for America Foundation
463 Buena Vista East - 3San FranciscoCA94117NONEPCFunds for unrestricted general support.$800
Southern Center for Human Rights
83 Poplar Street NWAtlantaGA30303NONEPCFunds for unrestricted general support.$300
Spur-San Francisco Bay Area Planning And Urban Research Association
654 Mission StreetSan FranciscoCA94105NONEPCFunds for unrestricted general support.$5,000
Spur-San Francisco Bay Area Planning And Urban Research Association
654 Mission StreetSan FranciscoCA94105NONEPCFunds to build organizational capacity and launch the SPUR Oakland site.$100,000
Stern Grove Festival Association
832 Folsom Street Suite 1000San FranciscoCA94132NONEPCFunds for unrestricted general support.$334
Sunnyvale 2 Foursquare Church
1094 Clematis DriveSunnyvaleCA94086NONEPCFunds for unrestricted general support.$300
Sunnyvale 2 Foursquare Church
1094 Clematis DriveSunnyvaleCA94086NONEPCFunds for unrestricted general support.$500
Susan B Anthony Project Inc
179 Water StreetTorringtonCO06759NONEPCFunds for unrestricted general support.$200
Sustainable Conservation
98 Battery St Suite 302San FranciscoCA94111NONEPCFunds to support Sustainable Conservation's "Making Big Ideas Work" campaign.$600,000
Sustainable Conservation
98 Battery St Suite 302San FranciscoCA94111NONEPCFunds to support a capacity building initiative for California's Resource Conservation Districts.$253,000
Sustainable Conservation
98 Battery St Suite 302San FranciscoCA94111NONEPCFunds for general operating support.$2,000
Techbridge Girls
7700 Edgewater Drive Suite 519OaklandCA94621NONEPCFunds to continue its elementary school Science Learning Communities and expand the model to include middle school Science Learning Communities with after-school staff in Oakland.$118,845
Techbridge Girls
7700 Edgewater Drive Suite 519OaklandCA94621NONEPCFunds to support Techbridge's leadership transition and core operations.$250,000
Thacher School Inc
5025 Thacher RoadOjaiCA930239001NONEPCFunds for the Hills Building Project renovations.$1,000,000
The Alameda County Community Food Bank Inc
PO Box 2599OaklandCA946140599NONEPCFunds for unrestricted general support.$400
The Alameda County Community Food Bank Inc
PO Box 2599OaklandCA946140599NONEPCFunds for a research and planning initiative.$100,000
The Alameda County Community Food Bank Inc
PO Box 2599OaklandCA946140599NONEPCFunds for unrestricted general support.$200
The Board of Trustees of the Leland Stanford Junior University
3160 Porter Drive Suite 100Palo AltoCA94304NONEPCFunds for environmental education research that supports Bay Area practice and strengthens the field in California and beyond.$382,149
The Board of Trustees of the Leland Stanford Junior University
3160 Porter Drive Suite 100Palo AltoCA94304NONEPCFunds for Water in the West to address institutional and technical challenges surrounding groundwater and to define metrics to gauge progress towards goals for a sustainable California water system.$112,752
The Board of Trustees of the Leland Stanford Junior University
3160 Porter DrivePalo AltoCA943048445NONEPCFunds to develop a blueprint of performance assessments for the new science standards.$643,711
The Board of Trustees of The Leland Stanford Junior University
3160 Porter Drive Suite 100Palo AltoCA94304NONEPCFunds to continue support for Water in the West's work on groundwater management and the water-energy nexus.$273,545
The Board Of Trustees Of The Leland Stanford Junior University
655 Knight WayStanfordCA943057298NONEPCFunds for unrestricted general support.$1,000
The Board of Trustees of the Leland Stanford Junior University
Stanford University 505 Lasuen MallStanfordCA94305NONEPCFunds for building a corps of teacher leaders and site administrators in California to provide instructional leadership for effective CCSS/NGSS implementation.$1,593,500
The Board of Trustees of the Leland Stanford Junior University
Stanford University 520 Galvez MallStanfordCA943053084NONEPCFunds to support an evaluation of CORE's accountability system, with a particular focus on the impact of inclusion of SEL measures.$442,000MC 3084
The Board of Trustees of The Leland Stanford Junior University
Stanford University 365 Lasuen MallStanfordCA943053096NONEPCFunds for research into Bay Area broad-access postsecondary institutions and their impact on the economy of Silicon Valley.$200,000
The Board of Trustees of The Leland Stanford Junior University
Stanford University 34 Galvez MallStanfordCA943056010NONEPCFunds for the new building at the Hoover Institution.$1,000,000
The Board of Trustees of The Leland Stanford Junior University
Stanford University 505 Lasuen MallStanfordCA94305NONEPCFunds for building a corps of teacher leaders and site administrators in California to provide instructional leadership for effective CCSS/NGSS implementation.$104,000
The Board of Trustees of The Leland Stanford Junior University
Stanford University 34 Galvez MallStanfordCA943056010NONEPCFunds for Hoover Institution's Initiative in Public Policy Education.$1,000,000
The Board Of Trustees Of The Leland Stanford Junior University
Stanford University 520 Galvez MallStanfordCA94305NONEPCFunds designated for the Stanford Fund.$2,000
The Board Of Trustees Of The Leland Stanford Junior University
Stanford University 655 Knight WayStanfordCA943057298NONEPCFunds for MBA Class of 2012 Fund.$500
The California Education Partners
One Lombard Street Suite 305San FranciscoCA94110NONEPCFunds for the implementation of CORE's new school accountability system that accounts for academic preparedness, social-emotional skills, and school culture and climate.$500,000
The California Education Partners
One Lombard Street Suite 305San FranciscoCA94110NONEPCFunds for facilitation of the Math in Common inter-district learning community.$788,000
The California Education Partners
One Lombard Street Suite 305San FranciscoCA94110NONEPCFunds for facilitation of the Math in Common inter-district learning community.$110,000
The Exploratorium
Pier 15San FranciscoCA94111NONEPCFunds for the construction of a new Exploratorium at Piers 15 and 17 on the Embarcadero in San Francisco.$1,000,000
The Friends of the Oakland Public Library
721 Washington StreetOaklandCA94607NONEPCFunds for unrestricted general support.$222
The Regents of the University of California San Francisco
University of California SanSan FranciscoCA941430518NONEPCFunds to support the purchase of a sophisticated cryto-electron microscope which will augment and accelerate IND's ambitious drug discovery program.$2,500,000Francisco 675 Nelson Rising Lane
The Tech Museum Of Innovation
201 South Market StreetSan JoseCA951132008NONEPCFunds for organizational capacity building to broaden and deepen the Tech Museum's impact on STEM education in the Bay Area.$210,000
The U C Davis Foundation
University of California DavisDavisCA95616NONEPCFunds to support building and sustaining the Center for Watershed Sciences' technical capacity to inform California water management and policy.$1,049,202Watershed Sciences Building 1st Flo
The U C Davis Foundation
University of California DavisDavisCA95616NONEPCFunds to support the hiring of partial and full water faculty in order to build and sustain the Center for Watershed Sciences' technical capacity to inform California water management and policy.$600,000Watershed Sciences Building 1st Flo
The Ucla Foundation
University of California LosLos AngelesCA90024NONEPCFunds designated for the chemical and biomolecular engineering program.$500Angeles 10920 Wilshire Boulevard 11
There With Care Of The Bay Area
3475 Edison Way Suite HMenlo ParkCA94205NONEPCFunds to support for services to children and families facing critical illnesses. Grant is made in honor of Kate Dachs' volunteer service to the organization.$10,000
Tides Center
721 NW 9th Ave Suite 235PortlandOR97209NONEPCFunds for scientists to engage in productive public discourse around California's sustainable water future.$100,000
Trout Unlimited Inc
4221 Hollis StreetEmeryvilleCA94608NONEPCFunds to build Trout Unlimited's organizational capacity to sustainably expand and fund its California programs.$155,413
Trust For Conservation Innovation
405 14th Street Suite 164OaklandCA94612NONEPCFunds for the Resilient Water Alliance, a network of political leaders of urban water agencies dedicated to widespread adoption of sustainable water solutions.$50,000
Trust For Public Land
101 Montgomery Street Suite 900San FranciscoCA94104NONEPCFunds for work with schools, local neighborhood associations, city administrators and maintenance crews to design, fund raise for, and supervise construction on urban parks in the San Francisco Bay Area.$1,000,000
Trust For Public Land
101 Montgomery Street Suite 900San FranciscoCA94104NONEPCFunds in honor of Lauren B. Dachs.$100,000
Trustees of Princeton University
Office of Development The HelmPrincetonNJ08540NONEPCFunds given as part of the Directors Grant Program designated for Freshman Scholars Institute.$200,000Building 330 Alexander Street
UC Davis Foundation
1605 Tilia Street Suite 100DavisCA95616NONEPCFunds for a data privacy workshop through the UC Davis Center for Water-Energy Efficiency.$50,000
United Religions
PO Box 29242San FranciscoCA94129NONEPCFunds given as part of the Directors Grant Program to be used for general operating support.$100,000
United States Conference of Catholic Bishops
322 St James DrivePiedmontCA94611NONEPCFunds for unrestricted general support.$6,578
United States Conference of Catholic Bishops
322 St James DrivePiedmontCA94611NONEPCFunds for unrestricted general support.$2,000
University of California Berkeley Foundation
2080 Addison Street Suite 4200BerkeleyCA947204200NONEPCFunds for general support of Haas School of Business.$5,000
University Of California San Francisco Foundation
220 Montgomery Street 5th FloorSan FranciscoCA94104NONEPCFunds given as part of the Director's Grant Program designated for support of the Levy Laboratory.$100,000
University Of California San Francisco Foundation
220 Montgomery Street 5th FloorSan FranciscoCA94104NONEPCFunds to support Fremont Group's fund raising efforts for breast cancer on behalf of UCSF's Athena Breast Health Network.$1,000
University Of California San Francisco Foundation
220 Montgomery Street 5th FloorSan FranciscoCA94104NONEPCFunds for Clinica Martin Baro.$100
University Of California San Francisco Foundation
3333 California Street Suite 380San FranciscoCA941431265NONEPCFunds for Dr. Sei Lee's basic research on Alzheimer's disease.$200,000
University Of California San Francisco Foundation
3333 California Street Suite 380San FranciscoCA941431265NONEPCFunds to transform the health care of older adults.$1,300,000
University Of California San Francisco
3333 California Street Suite 315San FranciscoCA94143NONEPCFunds for SEP resources, including a science resource lending library and classroom-based scientist-teacher partnerships and professional development, to improve the quality of elementary science in San Francisco Unified School District schools.$150,000
University of Colorado Foundation
1800 Grant Street Suite 725DenverCO80203NONEPCFunds to implement an undergraduate teaching pathway that will allow students to pursue both an engineering degree and a STEM teaching credential.$524,871
Vassar College
124 Raymond Avenue Box 725PoughkeepsieNY126040725NONEPCFunds for unrestricted general support.$2,000
Vipassana Hawaii
P O Box 551681KapahuuHI96755NONEPCFunds for unrestricted general support.$800
Voces Y Manos Por El Derecho A La Salud
PO Box 10864OaklandCA94610NONEPCFunds for general operating support.$150
Walk San Francisco Foundation
433 Natoma StreetSan FranciscoCA94103NONEPCFunds for unrestricted general support.$1,400
Walk San Francisco Foundation
433 Natoma StreetSan FranciscoCA94103NONEPCFunds for general operating support.$700
Water Education Foundation
1401 21st Street Suite 200SacramentoCA958115221NONEPCFunds for Aquafornia.com, a daily California water news website.$15,000
Water Education Foundation
1401 21st Street Suite 200SacramentoCA958115221NONEPCFunds to strengthen WEF's digital presence, increase organizational capacity, and improve financial sustainability.$25,000
Water Education Foundation
1401 21st Street Suite 200SacramentoCA958115221NONEPCFunds to strengthen WEF's digital presence, increase organizational capacity, and improve financial sustainability.$20,000
West Contra Costa Public Education Fund
217C West Richmond AvenueRichmondCA94801NONEPCFunds for out of school time programs and the West Contra Costa OST Collaborative.$75,000
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds to strengthen the educator assessment literacy and use of performance assessment to support student mastery of Common Core State Standards and implementation of the Smarter Balanced Assessment System.$250,000
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds for a startup phase to evaluate the New Generation of Educators Initiative.$188,810
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds for mixed-methods evaluation of the Math in Common initiative.$794,994
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds for providing professional development on science and literacy in the San Joaquin County; this grant serves as a match to WestEd's Investing in Innovation (i3) grant for this purpose.$240,000
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds for WestEd's K-12 Alliance to pilot NGSS tools and processes in eight districts to serve as exemplars for early NGSS implementation.$190,529
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds to support WestEd's K-12 Alliance to pilot NGSS tools and processes in approximately seven districts to serve as exemplars for early NGSS implementation.$4,354,652
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds for a startup phase to evaluate the New Generation of Educators Initiative.$188,810
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds for ongoing formative and summative evaluation and technical assistance to grantee campuses and the California State University Center for Teacher Quality.$325,000
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds for mixed-methods evaluation of the Math in Common initiative.$297,473
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds to support WestEd's K-12 Alliance to pilot NGSS tools and processes in approximately seven districts to serve as exemplars for early NGSS implementation.$231,851
Wikimedia Foundation Inc
PO Box 98204WashingtonDC20090NONEPCFunds for unrestricted general support.$110
Willow Glen Middle And High School Foundation
PO Box 8096San JoseCA95155NONEPCFunds designated for the Class of 1972 Scholarship Fund.$200
Women's Lunch Place Inc
67 Newbury StreetBostonMA02116NONEPCFunds for unrestricted general support.$250
Year Up
45 Milk Street 9th FloorBostonMA02109NONEPCFunds for unrestricted general support.$200
Yosemite Foundation
101 Montgomery Street Suite 1700San FranciscoCA941044129NONEPCFunds for unrestricted general support.$500
Young Mens Christian Association Camp Belknap
11 Chase Point RoadMirror LakeNH03853NONEPCFunds for Camper Scholarship Fund.$100
Youth Employment Partnership Inc
2300 International BoulevardOaklandCA94601NONEPCFunds for improving and sustaining a youth leadership program, staff training, and fund development and diversification to foster long-term organizational stability.$75,000
Youth Enrichment Strategies
3029 Macdonald AvenueRichmondCA94804NONEPCFunds designated for future Campfire event/campaign.$1,450
Youth Enrichment Strategies
3029 Macdonald AvenueRichmondCA94804NONEPCFunds for unrestricted general support.$800
Youth Speaks Inc
1663 Mission Street Suite 604San FranciscoCA94103NONEPCFunds for unrestricted general support.$400
Youth Speaks Inc
1663 Mission Street Suite 604San FranciscoCA94103NONEPCFunds for unrestricted general support.$300
Youth Speaks Inc
1663 Mission Street Suite 604San FranciscoCA94103NONEPCFunds for general operating support.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,860,803TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Boy Scouts Of America
10 Highland WayPiedmontCA94611NONEPCFunds for core operating support.$500,000
California Council on Science and Technology
5005 La Mart Drive Suite 200RiversideCA92507NONEPCFunds to support a program that integrates scientists into the legislative policymaking process by placing ten Ph.D. scientists as staff in the California Legislature.$100,000
California State Parks Foundation
50 Francisco Street Suite 110San FranciscoCA94133NONEPCFunds to support Phase 2 of the Yosemite Slough Restoration and Development Project including an environmental education pavilion and site amenities to improve the visitor experience.$500,000
California State University Foundation
6000 J Street CSUS Modoc Hall SteSacramentoCA958196018NONEPCFunds for professional development of CTQ director Paul Tuss through the Harvard Strategic Data Project and funds to support the meetings of CTQ and CSU Education Deans to determine common measures of teacher candidate effectiveness$26,4202003
Ceres Inc
99 Chauncy Street 6th floorBostonMA021111703NONEPCFunds to support Ceres's Water Program to build capacity to advocate for water stewardship and improve water management practices by mobilizing investor and water utility leadership.$400,000
Community Science Workshop Network
120 Second StreetWatsonvilleCA95076NONEPCFunds for general operating support allowing the CSW Network to build infrastructure, evaluate local programs, and provide technical assistance and professional development to its members.$100,000
Core Districts
1107 9th Street Suite 500SacramentoCA95814NONEPCFunds for the development of measures and programs to advance Social-Emotional Learning (SEL) in CA Office of Education Reform (CORE) Waiver districts.$500,000
Delta Waterfowl Foundation
1312 Basin AvenueBismarckND58504NONEPCFunds for general operating support to Delta Waterfowl as it advances active management of nesting habitat and increases its presence in California.$299,860
Environmental Defense Fund Incorporated
123 Mission StreetSan FranciscoCA94105NONEPCFunds for ongoing development of the Central Valley Habitat Exchange, which will use existing mitigation funds to incentives ranchers and farmers to restore, protect, and steward wildlife habitat.$1,352,000
Golden Gate National Parks Conservancy
Building 201 Fort MasonSan FranciscoCA94123NONEPCFunds for the Tam Lands Collaborative, a cross-sector effort to coordinate land stewardship activities in the Tamalpais region of Marin County.$272,600
Greater Washington Educational Telecommunications Association
3939 Campbell AvenueArlingtonVA22206NONEPCFunds to support the NEWSHOUR's STEM journalism.$650,000
Mayors Fund for Los Angeles
200 North Spring Street Room 305Los AngelesCA90012NONEPCFunds for a Water Data Fellow within the City of Los Angeles, who will create a platform to gather data to assess the City's water usage, create dashboards to show progress on metrics that will lead to policy reform, and provide data analysis to measure impact of incentives and other promotions.$100,000
Nature Conservancy
201 Mission Street 4th FloorSan FranciscoCA94105NONEPCFunds to position Water Program to sustain its expanded scope.$3,750,000
Partnership for Children And Youth
1330 Broadway Suite 601OaklandCA94612NONEPCFunds for work to improve the out-of-school time field's understanding of character building social-emotional learning, promote collaboration between schools and out-of-school time programs, and improve overall quality of out-of-school time programs.$250,000
Point Reyes Bird Observatory
3820 Cypress Drive Suite 11PetalumaCA94954NONEPCFunds for the Rangeland Watershed Initiative and organizational capacity building.$2,023,000
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NONEPCFunds for the implementation of the Parks Forward recommendations.$1,000,000
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NONEPCFunds for the Water Foundation, a pooled, philanthropic fund to advance sustainable water management.$9,305,000
Sacramento City Unified School District
5735 47th AvenueSacramentoCA95824NONEPCFunds to build teacher and leadership capacity to transform teaching and learning by strategically providing meaningful learning experiences that support students' acquisition of deep conceptual mathematical understanding.$938,796
San Mateo County Resource Conservation District
625 Miramontes Street STE 103Half Moon BayCA94019NONEPCFunds for the Santa Cruz Mountains Stewardship Network to convene landowners and managers in the Santa Cruz Mountains for stewardship of a larger connected system of natural lands.$525,000
Save The Redwoods League
111 Sutter St 11th FloorSan FranciscoCA94104NONEPCFunds for creating a conservation planning tool to inform how the League and its partners, including State Parks, can best protect, restore, and connect people to the coast redwood and giant sequoia forests in the decades ahead.$87,000
Sustainable Conservation
98 Battery St Suite 302San FranciscoCA94111NONEPCFunds to support a capacity building initiative for California's Resource Conservation Districts.$350,000
The California Education Partners
One Lombard Suite 305San FranciscoCA94111NONEPCFunds for the Math in Common Community of Practice.$2,500,000
The Regents of the University of California San Francisco
675 Nelson Rising LaneSan FranciscoCA941430518NONEPCFunds to support the purchase of a sophisticated cryto-electron microscope which will augment and accelerate IND's ambitious drug discovery program.$2,500,000
Tides Center
721 NW 9th Ave Suite 235PortlandOR97209NONEPCFunds for scientists to engage in productive public discourse around California's sustainable water future.$25,000
WestEd
730 Harrison StreetSan FranciscoCA941071242NONEPCFunds for ongoing formative and summative evaluation and technical assistance to grantee campuses and the California State University Center for Teacher Quality.$325,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$28,379,676TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,562,640ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,833,955ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$20,477,000ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX REFUNDDesc
Exclusion14ExclusionCd
Exclusion$201,796ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$27,075,391ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,075,391TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
laura p bechtel charitable unitrust
1pO BOX 193809san FRANCISCOCA94119$225,290Yes (X)
MR AND MRS STEPHEN D BECHTEL JR
2PO BOX 193809SAN FRANCISCOCA94119$64,000,000Yes (X)
FREMONT INVESTORS INC
3199 FREMONT STREET SUITE 2500SAN FRANCISCOCA94105$50,000,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categoryaccounting feesCategoryTxt
Amt$122,775Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$122,775DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionSEE GENERAL EXPLANATION STATEMENT 19ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEWFIELDS COMPANIES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11624 FRANKLIN STREET SUITE 901AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Grant2015-05-01GrantDt
Grant$24,987GrantAmt
Purpose Of GrantFunds for first phase of a longer effort on better data integration and analytics for water resources management. Tasks include identification of leaders, interviews, documentation and synthesis of outcomes, and diffusion of results to stakeholders.PurposeOfGrantTxt
Expended By Grantee$24,987ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee10/30/15DatesOfReportsByGranteeTxt
Results Of VerificationTo the knowledge of the S.D. Bechtel, Jr. Foundation, and based on the reports by the grantee, no part of the grant was used for other than the intended purpose, and no verification efors have been considered necessary.ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTSTAXPAYER HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREASURY REGULATION 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIRS AND MAINTENANCE COSTS UNDER TREASURY REGULATION 1.263(A)-1(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURE ON ITS BOOKS AND RECORDS.
FORM 990PF PT XIII LN 4C - ELECTION UNDER REG SEC 53.4942(A)-3(D)(2)ELECTION UNDER REG SECTION 53.4942(A)-3(D)(2) TO TREAT EXCESS QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUSSTATEMENT REGARDING QUALIFYING STATUS AS A CONDUIT PRIVATE FOUNDATIONPURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE TAXPAYER HEREBY ELECTS TO TREAT THE CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $92,959,023 AS BEING MADE OUT OF CORPUS.PURSUANT TO IRC SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2)(IV), THE TAXPAYER HEREBY ELECTS TO TREAT AS CURRENT DISTRIBUTION OUT OF CORPUS $21,266,267 WHICH WAS PREVIOUSLY DISTRIBUTED IN 2010 AND CARRIED OVER. THE TAXPAYER ALSO HEREBY ELECTS TO TREAT SUCH AMOUNT AS A DISTRIBUTION OUT OF CORPUS UNDER TREASURY REGULATIONS SECTION 53.9492(A)-3(D)(1)(III). THE TAXPAYER IS ALLOWED TO MAKE SUCH ELECTIONS BECAUSE (1) SUCH AMOUNT HAS NOT BEEN AVAILED OF FOR ANY OTHER PURPOSE BY THE TAXPAYER, (2) SUCH CORPUS DISTRIBUTION OCCURRED WITHIN THE PRECEDING FIVE YEARS, AND (3) SUCH AMOUNT WILL NOT LATER BY AVAILED OF FOR ANY OTHER PURPOSE. AS SUCH, THE TAXPAYER MEETS THE REQUIREMENTS OF IRC SECTION 170(B)(1)(A)(VII), 170(B)(1)(F)(II), AND 4942(H) IN THAT (A) THE TAXPAYER HAD NO REMAINING UNDISTRIBUTABLE INCOME FROM ANY PRIOR TAX YEAR, (B) THE TAXPAYER DISTRIBUTED ALL OF ITS DISTRIBUTABLE AMOUNT FOR 2015 SO THAT THERE WAS NO UNDISTRIBUTABLE AMOUNT FOR 2015, AND (C) THE TAXPAYER MADE QUALIFYING DISTRIBUTIONS OUT OF CORPUS IN AMOUNT EQUAL TO 100% OF ALL CONTRIBUTIONS RECEIVED BY THE TAXPAYER DURING 2015. THEREFORE, THE TAXPAYER IS A CONDUIT PRIVATE FOUNDATION IN 2015 AND QUALIFIES AS A 50% CHARITY.__________________________________________SIGNATURE OF OFFICER

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bondosterweis strategic fundBondNm
EOY Book Value$720,763EOYBookValueAmt
EOYFMV$720,763EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ETON PARK OVERSEAS FUND$763,220$763,220
OZ OVERSEAS FUND, LTD$11,793,348$11,793,348
OSTERWEIS cap$5,662,970$5,662,970
VARIOUS COMMON STOCK$7,510$7,510

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (42 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AG SECURITIZED ASSET RECOV HLDGS LPFMV$13,839,295$13,839,295
ABSOLUTE RETURN CAYMANFMV$0$0
CALERA CAPITAL PARTNERS IIIFMV$1,075,897$1,075,897
CAPITAL GUARDIANFMV$0$0
CLAYTON, DUBILIER & RICE FUND VIIFMV$1,848,757$1,848,757
CLAYTON, DUBILIER & RICE FUND VII CO-INV.FMV$585,578$585,578
CLAYTON, DUBILIER & RICE FUND VIII WILSONARTFMV$502,647$502,647
CLAYTON, DUBILIER & RICE FUND VIIIFMV$3,736,177$3,736,177
CONVEXITY CAPITAL OFFSHOREFMV$34,990,725$34,990,725
FORTRESS VRF LTDFMV$39,251$39,251
FORTRESS VRF TE IFMV$21,507$21,507
DAVIDSON KEMPNER IPFMV$11,011,508$11,011,508
DODGE & COX INTERNATIONAL STOCK FUNDFMV$4,415,347$4,415,347
DODGE & COX STOCK FUNDFMV$6,008,075$6,008,075
FARALLON CAPITAL PARTNERSFMV$11,664,025$11,664,025
FORTRESS CREDIT OPPORTUNITIES FUNDFMV$2,008,775$2,008,775
GMO QUALITY FUND-IIIFMV$9,250,672$9,250,672
HIGHCLERE INTERNATIONAL INVESTORS SMALLER COMPANIES FUNDFMV$5,848,930$5,848,930
HIGHFIELDS CAPITALFMV$72,237$72,237
HOLOWESKO GLOBAL FUND LTDFMV$2,457,115$2,457,115
INDUS STRUCTURED FINANCEFMV$547,132$547,132
IP III BLOCKER - I LP (MHR III)FMV$806,219$806,219
LONGLEAF PARTNER SMALL CAP EQUITY FUNDFMV$3,422,118$3,422,118
MADISON DEARBORN CAPITAL PARTNERS VI-AFMV$949,971$949,971
MADISON DEARBORN CAPITAL PARTNERS VI-A GLOBALFMV$712,626$712,626
MADISON DEARBORN CAPITAL PARTNERS VI-BFMV$1,966,211$1,966,211
MADISON DEARBORN PARTNERS V-AFMV$4,614,527$4,614,527
MADISON DEARBORN PARTNERS V-BFMV$644,401$644,401
MAKENA CAPITAL ASSOCIATESFMV$25,420,298$25,420,298
MAVERICK FUND LTDFMV$2,885,918$2,885,918
MHR INSTITUTIONAL PARTNERS IIIFMV$3,443,396$3,443,396
NEWPORT ASIA INSTITUTIONAL FUNDFMV$5,779,059$5,779,059
OZ STRUCTURED PRODUCTS OVERSEAS FEEDER FUND II, LLPFMV$10,371,924$10,371,924
PIMCO SHORT TERM FUNDFMV$137,317,036$137,317,036
RAPTOR PRIVATE HOLDINGSFMV$76,883$76,883
REGIMENTFMV$4,239,268$4,239,268
SPINNAKER GLOBAL EMERGING MARKETSFMV$10,918,659$10,918,659
TIFF PARTNERS IVFMV$308,223$308,223
TRINITY VENTURES VIIFMV$42,141$42,141
WTF-CTF MICRO-CAP EQUITY PORTFOLIOFMV$0$0
YORKTOWN ENERGY PARTNERS VIFMV$589,767$589,767
YORKTOWN ENERGY PARTNERS VIIFMV$1,298,406$1,298,406

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL EXPENSECategoryTxt
Legal Fees$83,004LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$47,356DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ART$490,000$490,000$490,000
BENEFICIAL INTEREST IN CHARITABLE TRUSTS$787,512$1,028,658$1,028,658
DUE FROM OTHER PARTIES$3,948$3,112$3,112

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Descunrealized gain/(loss) on investmentsDesc
Amt$24,170,600Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
from partnerships$1,906,019$1,505,637$0
subscription$1,995$0$1,767
insurance$8,865$0$20,149
office supplies$22,588$0$23,572
COMPUTER MAINTENANCE AND SUPPORT$180,971$0$165,588
professional development$24,859$0$24,479
MEMBERSHIP FEES$41,823$0$47,095
Miscellaneous expense$11,397$0$6,038
investment expenses$94,549$94,549$0
OTHER OFFICE EXPENSES$896$0$896
other program costs$54,687$0$50,222

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
from partnerships$1,819,870$723,534$1,819,870
other income$14,085$14,085$14,085
FEDERAL EXCISE TAX REFUND$201,796$201,796

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREalized gain/(loss) on CHARITABLE TRUSTSDesc
Amt$241,145Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$54$0$54
monticello$75,000$75,000$0
osterweis$125,652$125,652$0
consultants$2,046,602$0$2,112,151
northern trust$9,610$9,610$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FREMONT INVESTORS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1199 FREMONT STREET SUITE 2500AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX from partnerships$76,129$76,735$0
Other state taxes$5,632$5,632$0
filing fees$350$0$350