WILLIAM G IRWIN CHARITY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G IRWIN CHARITY FOUNDATION (EIN 94-6069873)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349103247
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:45:29-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261367143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAVOLIO & TALLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 N CALIFORNIA BLVD SUITE 610 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946069873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM G IRWIN CHARITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE OLDS BOGART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID S TALLMAN | PreparerPersonNm |
| PTIN | P00625362 | PTIN |
| Phone | 4159561750 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,150,685 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18,587 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,587 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,983,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,983,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,101,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,105,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,101,505 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,136 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,136 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,113,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,113,050 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,648 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,114 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $625,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $394,965 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $230,745 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $222,716 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,636 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,876 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,453 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $913,898 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $426,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $260,312 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,656,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,840,417 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,569,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $426,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,100,729 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,456,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,686,925 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,639,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,058,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,058,415 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $29,860 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,653 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,653 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $23,366,537 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $29,875,466 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29,875,466 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $77,309,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,845,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,845,232 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $368,336 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $19,417 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $13,978 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $348,919 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $348,919 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $88,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $111,448,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,150,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,150,685 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,074 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $600 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,608,852 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,424,455 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $372,067 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $475,888 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,982,993 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,900,943 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $104,465,354 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $105,249,742 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,465,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,249,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,448,347 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,150,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,465,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,456,868 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,241,256 | OtherIncreasesAmt |
| Subtotal | $105,249,742 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,249,742 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE INC | P | 2013-05-31 | 2024-09-27 | $227,348 | $16,311 | $211,037 | $211,037 |
| ARISTA NETWORKS INC | P | 2015-09-11 | 2024-03-11 | $286,313 | $16,205 | $270,108 | $270,108 |
| ARISTA NETWORKS INC | P | 2015-09-11 | 2024-09-27 | $193,263 | $8,102 | $185,161 | $185,161 |
| BROADCOM INC | P | 2019-09-13 | 2024-03-11 | $174,661 | $36,358 | $138,303 | $138,303 |
| BROADCOM INC | P | 2019-09-13 | 2024-05-20 | $751,946 | $152,704 | $599,242 | $599,242 |
| CATERPILLAR INC | P | 2009-03-26 | 2024-03-11 | $170,184 | $15,273 | $154,911 | $154,911 |
| CATERPILLAR INC | P | 2009-03-26 | 2024-05-20 | $175,170 | $15,275 | $159,895 | $159,895 |
| CHUBB LIMITED | P | 2020-11-13 | 2024-03-11 | $248,916 | $147,732 | $101,184 | $101,184 |
| EMERSON ELECTRIC CO | P | 2020-12-16 | 2024-05-20 | $225,958 | $162,892 | $63,066 | $63,066 |
| EXXON MOBIL CORPORTATION | P | 2018-03-02 | 2024-05-20 | $531,211 | $337,713 | $193,498 | $193,498 |
| EXXON MOBIL CORPORTATION | P | 2018-03-02 | 2024-09-27 | $339,269 | $225,142 | $114,127 | $114,127 |
| FISERV INC | P | 2022-03-11 | 2024-03-11 | $150,104 | $95,048 | $55,056 | $55,056 |
| FISERV INC | P | 2022-03-11 | 2024-05-20 | $154,221 | $95,048 | $59,173 | $59,173 |
| FISERV INC | P | 2022-03-11 | 2024-09-27 | $177,009 | $95,048 | $81,961 | $81,961 |
| JPMORGAN CHASE & CO | P | 2011-03-01 | 2024-05-20 | $609,740 | $137,910 | $471,830 | $471,830 |
| LEGGETT & PLATT INC | P | 2020-03-13 | 2024-03-11 | $1,028,852 | $1,745,180 | -$716,328 | -$716,328 |
| MOHAWK INDS INC COM | P | 2020-11-13 | 2024-05-20 | $848,336 | $948,817 | -$100,481 | -$100,481 |
| NETFLIX | P | 2022-01-24 | 2024-03-11 | $304,850 | $177,808 | $127,042 | $127,042 |
| NETFLIX | P | 2022-01-24 | 2024-09-27 | $353,553 | $177,808 | $175,745 | $175,745 |
| PALO ALTO NETWORKS INC | P | 2020-12-16 | 2024-09-27 | $134,817 | $43,178 | $91,639 | $91,639 |
| PHILIP MORRIS INTERNATIONAL IN | P | 2014-09-12 | 2024-09-27 | $543,440 | $377,385 | $166,055 | $166,055 |
| TELADO HEALTH INC | P | 2022-05-27 | 2024-03-11 | $385,364 | $887,218 | -$501,854 | -$501,854 |
| TEXAS INSTRUMENTS INC | P | 2020-03-13 | 2024-09-27 | $312,543 | $149,425 | $163,118 | $163,118 |
| TJX COMPANIES INC | P | 2020-11-13 | 2024-03-11 | $956,557 | $685,454 | $271,103 | $271,103 |
| UNION PACIFIC CORP | P | 2020-11-13 | 2024-05-20 | $319,942 | $262,077 | $57,865 | $57,865 |
| VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF | P | 2015-03-20 | 2024-05-20 | $1,153,399 | $959,723 | $193,676 | $193,676 |
| VISA INC-CLASS A SHRS | P | 2013-09-13 | 2024-03-11 | $138,487 | $23,535 | $114,952 | $114,952 |
| WALT DISNEY CO | P | 2019-04-22 | 2024-05-20 | $773,747 | $986,042 | -$212,295 | -$212,295 |
| WELLS FARGO & CO | P | 1970-01-01 | 2024-05-20 | $431,915 | $2,717 | $429,198 | $429,198 |
| US TREASURY BILL 04/04/24 | P | 2024-01-04 | 2024-04-04 | $6,415,004 | $6,415,004 | $0 | $0 |
| US TREASURY BILL 04/09/24 | P | 2024-03-11 | 2024-04-09 | $24,897,518 | $24,897,518 | $0 | $0 |
| US TREASURY BILL 7/11/24 | P | 2024-04-09 | 2024-07-11 | $31,574,666 | $31,574,666 | $0 | $0 |
| US TREASURY BILL 08/13/24 | P | 2024-07-15 | 2024-08-13 | $29,877,015 | $29,877,015 | $0 | $0 |
| US TREASURY BILL 8/29/24 | P | 2024-05-31 | 2024-08-29 | $2,172,106 | $2,172,106 | $0 | $0 |
| US TREASURY BILL 12/12/24 | P | 2020-11-13 | 2024-12-12 | $7,614,268 | $7,614,268 | $0 | $0 |
| US TREASURY NOTE 2.375% 02/29/24 | P | 2022-03-28 | 2024-02-29 | $23,450,000 | $23,466,488 | -$16,488 | -$16,488 |
| PAID DOWN - VR IMPAC SECD AS 5.2853% 8/25/32 | P | 2005-03-01 | 2024-03-11 | $280 | $279 | $1 | $1 |
| PAID DOWN - VR IMPAC SECD AS 7.4782% 8/25/32 | P | 2005-03-01 | 2024-01-25 | $211 | $210 | $1 | $1 |
| PAID DOWN - VR IMPAC SECD AS 5.27767% 8/25/32 | P | 2005-03-01 | 2024-12-26 | $984 | $982 | $2 | $2 |
| PAID DOWN - VR IMPAC SECD AS 5.27888% 8/25/32 | P | 2005-03-01 | 2024-11-25 | $276 | $275 | $1 | $1 |
| PAID DOWN - VR IMPAC SECD AS 5.28028% 8/25/32 | P | 2005-03-01 | 2024-10-25 | $279 | $279 | $0 | $0 |
| PAID DOWN - VR IMPAC SECD AS 5.28123% 8/25/32 | P | 2005-03-01 | 2024-09-25 | $243 | $243 | $0 | $0 |
| PAID DOWN - VR IMPAC SECD AS 5.28249% 8/25/32 | P | 2005-03-01 | 2024-08-26 | $238 | $238 | $0 | $0 |
| PAID DOWN - VR IMPAC SECD AS 5.28345% 8/25/32 | P | 2005-03-01 | 2024-07-25 | $208 | $208 | $0 | $0 |
| PAID DOWN - VR IMPAC SECD AS 5.28446% 8/25/32 | P | 2005-03-01 | 2024-06-25 | $274 | $273 | $1 | $1 |
| PAID DOWN - VR IMPAC SECD AS 5.28542% 8/25/32 | P | 2005-03-01 | 2024-03-25 | $248 | $248 | $0 | $0 |
| PAID DOWN - VR IMPAC SECD AS 5.28642% 8/25/32 | P | 2005-03-01 | 2024-04-25 | $285 | $285 | $0 | $0 |
| PAID DOWN - VR IMPAC SECD AS 5.28704% 8/25/32 | P | 2005-03-01 | 2024-02-26 | $214 | $214 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,101,505 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,048 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79,048 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $83,089 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,900 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $98,989 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,941 | OverpaymentAmt |
| Applied To ES Tax | $19,941 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.WILLIAMGIRWINFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PACIFIC FOUNDATION SERVICES | IndividualWithBooksNm |
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JANE OLDS BOGART | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| WILLIAM L OLDS III | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | AUDIT COMMITTEE CHAIR | 2.00 | $0 | $0 | $0 |
| ANTHONY O ZANZE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JAMES F ZANZE | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MICHELLE SAUGER | ||||||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES | |||||
| 1660 BUSH STREETSUITE 300 | SAN FRANCISCO | CA | 94109 | FOUNDATION MANAGEMENT | $288,431 |
| 1919 INVESTMENT COUNSEL LLC | |||||
| 49 STEVENSON STREET SUITE 1075 | SAN FRANCISCO | CA | 94105 | INVESTMENT COUNSEL | $249,890 |
| WELLS FARGO | |||||
| 464 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | ASSET CUSTODIAN | $87,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $113,091,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,189,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,280,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,280,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,714,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,566,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,628,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,628,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,048 | TotalTaxAmt |
| Distributable Before Adj | $5,549,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,549,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,549,289 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,100,729 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,100,729 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,549,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $331,629 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,547,623 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,448,499 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,327,751 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,100,729 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,549,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,551,440 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,879,191 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,879,191 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $331,629 | ExcessFromYear3Amt |
| Excess From Year2 | $4,547,623 | ExcessFromYear2Amt |
| Excess From Year1 | $7,448,499 | ExcessFromYear1Amt |
| Excess From Current Year | $5,551,440 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELISSA MORAZAN SENIOR PROGRAM OFFI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Recipient Email Address | MMORAZAN@PFS-LLC.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | 1. EXPRESSION OF INTEREST REQUIRES SUMMARY LETTER ONLY. 2. COMPLETE PROPOSAL: INCLUDING CURRENT FINANCIAL STATEMENTS AND BUDGET; LIST OF OFFICERS, DIRECTORS AND/OR TRUSTEES; COPIES OF FEDERAL AND STATE TAX EXEMPTION LETTERS; AND COMPLETE JUSTIFICATION FOR REQUEST, HISTORY OF ORGANIZATION, AND A DESCRIPTION OF ITS ACTIVITIES. 3. APPLICATION INFORMATION, GO TO WWW.WILLIAMGIRWINFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPROXIMATELY 4 TO 6 WEEKS PRIOR TO MEETING DATE. MEETINGS ARE HELD APPROXIMATELY EVERY 3 MONTHS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 1. GRANTS ARE RESTRICTED TO CHARITABLE USES IN THE STATES OF CALIFORNIA AND HAWAII. 2. IT IS NOT A FOUNDATION POLICY TO APPROVE GRANTS FOR INDIVIDUALS OR SCHOLARSHIPS. 3. A WAITING PERIOD OF TWELVE (12) MONTHS IS REQUIRED BETWEEN PROPOSAL SUBMISSIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A BETTER WAY INC | ||||||||
| 3200 ADELINE ST | BERKELEY | CA | 94703 | PC | HEALTH AND SAFETY IMPROVEMENTS FOR A BETTER WAY HQ | $200,000 | ||
| A SAFE PLACE | ||||||||
| PO BOX 23006 | OAKLAND | CA | 94623 | PC | TO SUPPORT A COMMUNITY RESOURCE CENTER FOR BAY AREA FAMILIES FACING VIOLENCE AT HOME | $150,000 | ||
| AGEWELL PACE | ||||||||
| 5789 STATE FARM DR STE 110 | ROHNERT PARK | CA | 94928 | PC | AGEWELL PACE CLINIC EQUIPMENT | $187,805 | ||
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | ||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | ||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | PC | GENERAL SUPPORT | $50,000 | ||
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | ||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | ||||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| ALOHA UNITED WAY INC | ||||||||
| 200 N VINEYARD BOULEVARD SUITE 700 | HONOLULU | HI | 96817 | PC | ANNUAL GRANT | $55,000 | ||
| ARCHBISHOP MITTY HIGH SCHOOL | ||||||||
| 5000 MITTY AVENUE | SAN JOSE | CA | 95129 | GROUP | FOUR-ACRE FIELD RENOVATION PROJECT | $100,000 | ||
| ART WORKS DOWNTOWN INC | ||||||||
| 1337 FOURTH STREET | SAN RAFAEL | CA | 94901 | PC | REPAIRS TO BUILDING DAMAGE FOLLOWING A STATE OF EMERGENCY | $50,000 | ||
| AXIS COMMUNITY HEALTH | ||||||||
| 5925 W LAS POSITAS BLVD SUITE 100 | PLEASANTON | CA | 94588 | PC | ELEVATOR INSTALLATION FOR ACCESSIBLE HEALTHCARE FOR UNDERSERVED SENIORS AND PATIENTS WITH DISABILITIES | $110,000 | ||
| BAY AREA TECHNOLOGY SCHOOL | ||||||||
| 8251 FONTAINE ST | OAKLAND | CA | 94605 | PC | PALACE THEATER | $20,000 | ||
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | ||||||||
| 2015 STEINER STREET PO BOX 7999 | SAN FRANCISCO | CA | 94115 | PC | SUTTER HEALTH TRANSPLANT DEPARTMENT | $25,000 | ||
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | ||||||||
| 2015 STEINER STREET PO BOX 7999 | SAN FRANCISCO | CA | 94115 | PC | DISCRETIONARY GRANT | $25,000 | ||
| CANDID | ||||||||
| PO BOX 22799 | NEW YORK | NY | 10087 | PC | ANNUAL GRANT | $5,000 | ||
| THE CERES COMMUNITY PROJECT | ||||||||
| PO BOX 1562 7351 BODEGA AVENUE | SEBASTOPOL | CA | 95473 | PC | THE CENTER FOR FOOD, YOUTH & COMMUNITY | $250,000 | ||
| CHILD START INCORPORATED | ||||||||
| 439 DEVLIN RD | NAPA | CA | 94558 | PC | VALLEJO EARLY LEARNING CENTER | $200,000 | ||
| CHILDREN'S DAY SCHOOL | ||||||||
| 333 DOLORES STREET | SAN FRANCISCO | CA | 94110 | PC | BUILDING DREAMS TOGETHER: THE CAMPAIGN FOR CHILDRENS DAY SCHOOL | $300,000 | ||
| CITY HOPE SAN FRANCISCO | ||||||||
| 45 OLIVE STREET | SAN FRANCISCO | CA | 94109 | PC | CITY HOPE 2023 SECURITY AND EXTERIOR RENOVATION PROJECT | $100,000 | ||
| COMMITTEE ON THE SHELTERLESS | ||||||||
| PO BOX 2744 | PETALUMA | CA | 94953 | PC | COTS RECUPERATIVE CARE EXPANSION | $126,935 | ||
| COMMUNITY HOUSING PARTNERSHIP DBA HOMERISE | ||||||||
| 251 POST STREET SUITE 200 | SAN FRANCISCO | CA | 94108 | PC | RENOVATIONS TO THE SAN CRISTINA AFFORDABLE HOUSING STRUCTURE | $200,000 | ||
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | PC | PURCHASE OF A NEW VAN TO FOR MOBILE SCIENCE PROGRAM FOR MISSION SCIENCE WORKSHOP | $40,000 | ||
| CONSERVATION CORPS NORTH BAY INC | ||||||||
| 11 PIMENTEL COURT | NOVATO | CA | 94949 | PC | FACILITY RELOCATION TO PROVIDE EDUCATION AND JOB TRAINING | $150,000 | ||
| CORPORATION OF THE FINE ARTS MUSEUMS | ||||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | PC | GENERAL SUPPORT | $25,000 | ||
| COVENANT HOUSE CALIFORNIA | ||||||||
| 200 HARRISON ST | OAKLAND | CA | 94607 | PC | ENHANCES OF THE THERAPEUTIC/METING/SELF-ADVOCACY SPACE | $150,000 | ||
| DE LA SALLE HIGH SCHOOL OF CONCORD INC | ||||||||
| 1130 WINTON DRIVE | CONCORD | CA | 94518 | GROUP | TUITION ASSISTANCE PROGRAM | $25,000 | ATTENDED BY FAMILY MEMBER OF FOUNDATION TREASURER | |
| DE MARILLAC ACADEMY | ||||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | GROUP | FACILITY AND SECURITY IMPROVEMENTS TO DE MARILLAC ACADEMY | $100,000 | ||
| THE DISCALCED CARMELITE FATHERS OAKVILLE INC | ||||||||
| P O BOX 347 20 MOUNT CARMEL DRIVE | OAKVILLE | CA | 94562 | GROUP | RETREAT COTTAGE RENOVATION | $50,000 | ||
| DOMESTIC VIOLENCE ACTION CENTER | ||||||||
| PO BOX 3198 | HONOLULU | HI | 96801 | PC | REPLACEMENT OF OUTDATED EQUIPMENT | $157,493 | ||
| DYNAMIC COMMUNITY SOLUTIONS | ||||||||
| 85-908 WAIANAE RD | WAIANAE | HI | 96792 | PC | 200 DWELLING UNITS - PUUHONUA O WAIANAE CAPITAL CAMPAIGN | $250,000 | ||
| FOOD BANK OF CONTRA COSTA AND SOLANO | ||||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| FOOD BANK OF CONTRA COSTA AND SOLANO | ||||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | PC | GENERAL SUPPORT | $50,000 | ||
| FOOD BANK OF CONTRA COSTA AND SOLANO | ||||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| FOOD BANK OF CONTRA COSTA AND SOLANO | ||||||||
| 4010 NELSON AVENUE | CONCORD | CA | 94520 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| THE FOOD BASKET INC | ||||||||
| 40 HOLOMUA STREET | HILO | HI | 96720 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| FRESH APPROACH | ||||||||
| 5060 COMMERCIAL CIRCLE SUITE C | CONCORD | CA | 94520 | PC | REFRIGERATED TRUCK FOR FRESH APPROACHS MOBILE FARMERS' MARKET | $37,436 | ||
| GOLDEN GATE AREA COUNCIL #023 | ||||||||
| 6601 OWENS DRIVE SUITE 100 | PLEASANTON | CA | 94588 | GROUP | POSITIVE YOUTH DEVELOPMENT IN THE SAN FRANCISCO BAY AREA | $50,000 | ||
| GROCERIES FOR SENIORS | ||||||||
| OLD ST MARYS CATHEDRAL 660 | SAN FRANCISCO | CA | 94108 | PC | NEW GROCERY DELIVERY VAN TO ENSURE FOOD SECURITY FOR +1,100 LOW-INCOME SENIORS | $68,660 | CALIFORNIA STREET | |
| HAWAII FOODBANK | ||||||||
| 2611 KILIHAU STREET | HONOLULU | HI | 96819 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| HAWAII MEALS ON WHEELS INC | ||||||||
| PO BOX 236099 | HONOLULU | HI | 96823 | PC | INCREASING THE FLEET PROGRAM | $95,900 | ||
| THE HELIX SCHOOL | ||||||||
| 161 MITCHELL BOULEVARD | SAN RAFAEL | CA | 94903 | PC | TRANSPORTATION FOR OUR TRANSITION PROGRAM | $100,000 | ||
| HOMEWARD BOUND OF MARIN | ||||||||
| 1385 N HAMILTON PARKWAY | NOVATO | CA | 94949 | PC | HOMES FOR HEROES: ENDING VETERAN HOMELESSNESS IN MARIN COUNTY, CALIFORNIA | $200,000 | ||
| HOPE 4 THE HEART | ||||||||
| 22035 MEEKLAND AVE | HAYWARD | CA | 94541 | PC | VOLUNTEER PASSENGER VAN | $89,000 | ||
| JOYFUL LEARNING EDUCATIONAL DEVELOPMENT CENTER | ||||||||
| 182 VENADO WAY | SAN JOSE | CA | 95123 | PC | RENOVATIONS OF FACILITY TO ENHANCE CHILDREN'S EARLY EDUCATIONAL AND DEVELOPMENT NEEDS | $50,000 | ||
| THE KELSEY | ||||||||
| 1 SANSOME ST SUITE 3500 | SAN FRANCISCO | CA | 94104 | PC | THE KELSEY CIVIC CENTER - BUILDING 112 HOMES | $200,000 | ||
| LA CHEIM SCHOOL INC | ||||||||
| 4892 SAN PABLO DAM ROAD | EL SOBRANTE | CA | 94803 | PC | THE BROWNING HOUSE CAPITAL IMPROVEMENTS | $38,692 | ||
| LARKIN STREET YOUTH SERVICES | ||||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | PC | LARKIN STREET YOUTH SERVICES RENOVATIONS | $100,000 | ||
| LEAGUE TO SAVE LAKE TAHOE | ||||||||
| 2877 LAKE TAHOE BOULEVARD | SOUTH LAKE TAHOE | CA | 96150 | PC | KEEP TAHOE BLUE ENVIRONMENT & EDUCATION CENTER | $50,000 | ||
| LIFE STEPS FOUNDATION INC | ||||||||
| 5757 W CENTURY BLVD SUITE 880 | LOS ANGELES | CA | 90045 | GROUP | LSF NORTHERN CALIFORNIA ADULT SERVICES FACILITY ENHANCEMENT PROJECT | $95,939 | ||
| LOGOS CHRISTIAN FELLOWSHIP | ||||||||
| 4801 ALUM ROCK AVE | SAN JOSE | CA | 95127 | PC | RENOVATION OF OUTDOOR MODULAR | $25,000 | ||
| LUMEN CHRISTI ACADEMIES OF THE ROMAN CATHOLIC DIO | ||||||||
| 2121 HARRISON STREET SUITE 100 | OAKLAND | CA | 94612 | GROUP | IMPROVEMENTS TO THE PLANT TO ENSURE SAFETY AND SECURITY AT ST. ELIZABETH SCHOOL | $400,000 | ||
| LUNALILO HOME | ||||||||
| 501 KEKAULUOHI ST | HONOLULU | HI | 96825 | POF | MODERNIZATION OF LUNALILO HOME | $103,631 | ||
| MARIN BRAIN INJURY NETWORK | ||||||||
| 1132 MAGNOLIA AVENUE | LARKSPUR | CA | 94939 | PC | BUILDING REPAIR & GARDEN ACCESSIBILITY PROJECT | $48,200 | ||
| MARIN GENERAL HOSPITAL FOUNDATION | ||||||||
| 1350 S ELISEO DR 110 | GREENBRAE | CA | 94904 | PC | O-ARM 3D IMAGING SYSTEM ACQUISITION | $100,000 | ||
| MAUI FOOD BANK | ||||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| MENTAL HEALTH ASSOCIATION OF SAN MATEO COUNTY | ||||||||
| 2686 SPRING STREET | REDWOOD CITY | CA | 94063 | PC | THE UP HOUSE - REHABILITATION AND FURNISHING | $50,000 | ||
| MERCY FOUNDATION | ||||||||
| 3400 DATA DRIVE | RANCHO CORDOVA | CA | 95670 | SO | CRISTO REY HIGH SCHOOL SACRAMENTO VANS | $100,000 | ||
| MONTESSORI CHILDREN'S HOUSE OF THE WEST COAST | ||||||||
| 25 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | MCH FLOORING UPDATE | $10,000 | ||
| NATIONAL TROPICAL BOTANICAL GARDEN | ||||||||
| 3530 PAPALINA RD | KALAHEO | HI | 96741 | PC | ADAPTING A FISHING COTTAGE FOR EDUCATIONAL AND CULTURAL USE | $77,000 | ||
| NATION'S FINEST | ||||||||
| PO BOX 378 | SANTA ROSA | CA | 95402 | PC | NATIONS FINEST MOBILE SERVICE UNIT (MSU) PROJECT | $150,000 | ||
| NATIVE AMERICAN HEALTH CENTER INC | ||||||||
| 2920 INTERNATIONAL BLVD | OAKLAND | CA | 94601 | PC | WEAVING COMMUNITIES TOGETHER - CAPITAL CAMPAIGN | $200,000 | ||
| NORCAL HEALTHCONNECT LLC DBA PETALUMA VALLEY HOSPITAL | ||||||||
| 400 N MCDOWELL BLVD | PETALUMA | CA | 94952 | SOUNK | UPGRADES TO INTENSIVE CARE UNIT | $100,000 | ||
| NORTH BAY CHILDREN'S CENTER | ||||||||
| 932 C STREET | NOVATO | CA | 94949 | PC | BRIGHT FUTURES CAPITAL PROJECT | $50,000 | ||
| OUR LADY OF LORETTO SCHOOL | ||||||||
| 1811 VIRGINIA AVE | NOVATO | CA | 94945 | GROUP | OUR LADY OF LORETTO SCHOOL PERIMETER GATES PROJECT | $30,000 | ||
| OUR LADY OF MERCY ELEMENTARY SCHOOL | ||||||||
| 7 ELMWOOD DRIVE | DALY CITY | CA | 94015 | GROUP | AUTOMATIC GATE OUR LADY OF MERCY | $50,000 | ||
| OUR LADY OF MOUNT CARMEL SCHOOL | ||||||||
| 301 GRAND STREET | REDWOOD CITY | CA | 94062 | GROUP | REPLACEMENT FOR WINDOWS | $45,000 | ||
| OUR LADY OF PERPETUAL HELP | ||||||||
| 60 WELLINGTON AVE | DALY CITY | CA | 94014 | GROUP | OUR LADY OF PERPETUAL HELP SCHOOL CHILDREN'S RESTROOM PROJECT | $50,000 | ||
| PREGNANCY SUPPORT GROUP OF WOODLAND INC | ||||||||
| 120 COURT ST | WOODLAND | CA | 95695 | PC | SPERO MEDICAL MOBILE CLINIC/OFFICE IMPROVEMENTS | $18,726 | ||
| RITTER CENTER | ||||||||
| PO BOX 3517 | SAN RAFAEL | CA | 94912 | PC | NEW HEALTH CENTER TO CREATE HEALTHCARE EQUITY & DIGNITY FOR LOW-INCOME & HOMELESS RESIDENTS | $200,000 | ||
| ROMAN CATHOLIC WELFARE CORPORATION OF OAKLAND - ST JOSEPH SCHOL | ||||||||
| 1961 PLUM ST | PINOLE | CA | 94564 | GROUP | ST. JOSEPH SCHOOL'S SECURITY PERIMETER FENCING AND GATE ACCESS CONTROL | $75,000 | ||
| SAINT BRIGID SCHOOL | ||||||||
| 2250 FRANKLIN STREET | SAN FRANCISCO | CA | 94109 | GROUP | ROOF IMPROVEMENTS | $100,000 | ||
| SAINT FRANCIS FOUNDATION | ||||||||
| 155 SANSOME STREET STE 500 | SAN FRANCISCO | CA | 94104 | PC | EMERGENCY DEPARTMENT SAFE ROOMS PROJECT | $200,000 | ||
| SAINT MARY'S COLLEGE OF CALIFORNIA | ||||||||
| 1928 ST MARYS RD PMB 3005 | MORAGA | CA | 94575 | GROUP | DISCRETIONARY GRANT | $25,000 | AUDIT COMMITTEE CHAIR MEMBER IS A DIRECTOR OF ST. MARY'S | |
| THE SALVATION ARMY A CALIFORNIA CORPORATION | ||||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| THE SALVATION ARMY A CALIFORNIA CORPORATION | ||||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | PC | GENERAL SUPPORT | $50,000 | ||
| THE SALVATION ARMY A CALIFORNIA CORPORATION | ||||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| THE SALVATION ARMY A CALIFORNIA CORPORATION | ||||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| SAMARITAN HOUSE | ||||||||
| 4031 PACIFIC BOULEVARD | SAN MATEO | CA | 94403 | PC | SAMARITAN HOUSES FREE CLINIC OF SAN MATEO RENOVATION PROJECT | $195,000 | ||
| SAN FRANCISCO BALLET ASSOCIATION | ||||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | PC | ANNUAL GRANT | $100,000 | ||
| SAN FRANCISCO FOOD BANK | ||||||||
| PO BOX 7203 | SAN FRANCISCO | CA | 94120 | PC | ZERO EMISSION TRUCKS TO TRANSPORT FOOD TO LOW INCOME COMMUNITIES IN SAN FRANCISCO AND MARIN | $100,000 | ||
| SAN FRANCISCO FOOD BANK | ||||||||
| PO BOX 7203 | SAN FRANCISCO | CA | 94120 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| SAN FRANCISCO FOOD BANK | ||||||||
| PO BOX 7203 | SAN FRANCISCO | CA | 94120 | PC | GENERAL SUPPORT | $50,000 | ||
| SAN FRANCISCO FOOD BANK | ||||||||
| PO BOX 7203 | SAN FRANCISCO | CA | 94120 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| SAN FRANCISCO FOOD BANK | ||||||||
| PO BOX 7203 | SAN FRANCISCO | CA | 94120 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| SAN FRANCISCO OPERA ASSOCIATION | ||||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | PC | ANNUAL GRANT | $100,000 | ||
| SAN FRANCISCO SYMPHONY | ||||||||
| 201 VAN NESS AVENUE DAVIES SYMPHONY | SAN FRANCISCO | CA | 94102 | PC | ANNUAL GRANT | $100,000 | HALL | |
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | ||||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PC | UNIVERSITY HIGH SCHOOL CALIFORNIA STREET CAMPUS | $250,000 | ||
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | ||||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | PC | UNIVERSITY HIGH SCHOOL CALIFORNIA STREET CAMPUS | $250,000 | ||
| SCHOOLS MENTORING AND RESOURCE TEAM | ||||||||
| 2101 MISSION STREET SUITE 200 | SAN FRANCISCO | CA | 94110 | PC | AFTER-SCHOOL YOUTH DEVELOPMENT AND LEARNING CENTER | $75,000 | ||
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | PC | GENERAL SUPPORT | $50,000 | ||
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | PC | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| SONOMA OVERNIGHT SUPPORT INC | ||||||||
| PO BOX 748 | SONOMA | CA | 95476 | PC | RENOVATIONS & EQUIPMENT FOR SOS UNITY KITCHEN | $100,000 | ||
| ST DOMINICS PRIORY OF SAN FRANCISCO | ||||||||
| 2390 BUSH ST | SAN FRANCISCO | CA | 94115 | GROUP | DISCRETIONARY GRANT | $25,000 | ||
| ST PAUL SCHOOL | ||||||||
| 1690 CHURCH STREET | SAN FRANCISCO | CA | 94131 | GROUP | ST. PAUL'S SCHOOL SAFETY AND SECURITY PROJECT | $30,000 | ||
| ST ANTHONY FOUNDATION | ||||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | GROUP | HVAC SYSTEM UPGRADE FOR FATHER ALFRED CENTER | $180,000 | ||
| ST ANTHONY FOUNDATION | ||||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | GROUP | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| ST ANTHONY FOUNDATION | ||||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | GROUP | GENERAL SUPPORT | $50,000 | ||
| ST ANTHONY FOUNDATION | ||||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | GROUP | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| ST ANTHONY FOUNDATION | ||||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | GROUP | ANNUAL FUNDING - FOOD BANK GRANTS | $50,000 | ||
| ST DOMINIC'S CHURCH | ||||||||
| 2390 BUSH STREET | SAN FRANCISCO | CA | 94115 | GROUP | GENERAL SUPPORT | $25,000 | ||
| ST FINN BARR SCHOOL | ||||||||
| 419 HEARST AVE | SAN FRANCISCO | CA | 94112 | GROUP | ST. FINN BARR ROOF PROJECT | $25,000 | ||
| ST MARY'S MEDICAL CENTER FOUNDATION | ||||||||
| 450 STANYAN STREET | SAN FRANCISCO | CA | 94117 | SO | SMMC ADOLESCENT BEHAVIORAL HEALTH ANTI-LIGATURE PROJECT | $275,000 | ||
| ST PETER'S SCHOOL | ||||||||
| 1266 FLORIDA STREET | SAN FRANCISCO | CA | 94110 | GROUP | ST. PETER'S SCHOOL FIRE SAFETY PROJECT, AND ADDITIONAL REPAIRS | $15,000 | ||
| ST RAYMOND SCHOOL | ||||||||
| 1211 ARBOR ROAD | MENLO PARK | CA | 94025 | GROUP | SAFEGUARD OUR CHILDREN - ST. RAYMOND SCHOOL SECURITY FENCE PROJECT | $75,000 | ||
| ST ROBERT SCHOOL | ||||||||
| 345 OAK AVE | SAN BRUNO | CA | 94066 | GROUP | ST. ROBERT CATHOLIC ELEMENTARY SCHOOL - COMPREHENSIVE ROOF REPAIR PROJECT | $75,000 | ||
| SUN STREET CENTERS | ||||||||
| 11 PEACH DR | SALINAS | CA | 93901 | PC | CALLE CEBU RECOVERY CENTER | $200,000 | ||
| SUPPORT LIFE FOUNDATION | ||||||||
| 3349 INTERNATIONAL BLVD STE 2 | OAKLAND | CA | 94601 | PC | PROJECT REINFORCE AND EXPAND - UPGRADE INFRASTRUCTURE | $30,000 | ||
| TIBURCIO VASQUEZ HEALTH CENTER | ||||||||
| 1260 B STREET 125 | HAYWARD | CA | 94541 | PC | CASTRO VALLEY CLINIC RENOVATION | $35,000 | ||
| TRI-VALLEY HAVEN FOR WOMEN | ||||||||
| 3663 PACIFIC AVE | LIVERMORE | CA | 94550 | PC | TRI-VALLEY HAVENS DOMESTIC VIOLENCE SHELTER REBUILD | $100,000 | ||
| UNIVERSITY OF HAWAII FOUNDATION | ||||||||
| PO BOX 11270 | HONOLULU | HI | 96828 | PC | PURCHASE OF CAPITAL EQUIPMENT FOR NURSING SCHOOL | $200,000 | ||
| UPPER ROOM DINING HALL INC | ||||||||
| 1868 BROADWAY | PLACERVILLE | CA | 95667 | PC | MOBILE MEAL FOOD TRUCK | $50,000 | ||
| VITALANT FOUNDATION | ||||||||
| 10536 PETER A MCCUEN BLVD | MATHER | CA | 95655 | PC | CAPITAL PURCHASE OF A VITALANT BLOODMOBILE TO SERVE THE GREATER BAY AREA | $200,000 | ||
| VIVO YOUTH ORCHESTRAS | ||||||||
| 617 BROADWAY 1206 | SONOMA | CA | 95476 | PC | INSTRUMENT PURCHASE | $45,000 | ||
| VOLUNTEERS IN MEDICINE - SAN FRANCISCO (CLINIC BY THE BAY) | ||||||||
| 35 ONONDAGA AVE | SAN FRANCISCO | CA | 94112 | PC | RENOVATION OF THE OLD ALEMANY EMERGENCY HOSPITAL | $100,000 | ||
| WHITE PONY EXPRESS | ||||||||
| 2470 BATES AVENUE SUITE D | CONCORD | CA | 94520 | PC | BUILDING MODIFICATIONS AND EQUIPMENT PURCHASES FOR NEW LOCATION | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,840,417 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ALL SOULS CATHOLIC SCHOOL | |||||||
| 479 MILLER AVE | SOUTH SAN FRANCISCO | CA | 94080 | GROUP | ALL SOULS CATHOLIC SCHOOL FENCING & GATE PROJECT | $40,000 | |
| ALLIANCE MEDICAL CENTER | |||||||
| 1381 UNIVERSITY AVENUE | HEALDSBURG | CA | 95448 | PC | EXPAND ORAL HEALTH ACCESS IN NORTHERN SONOMA COUNTY | $161,150 | |
| ANOVA EDUCATION AND BEHAVIOR CONSULTATION INC | |||||||
| 475 AVIATION BOULEVARD SUITE 201 | SANTA ROSA | CA | 95403 | PC | REBUILDING HOPE: A CAPITAL CAMPAIGN TO BRING ANOVA STUDENTS HOME | $200,000 | |
| ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO | |||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | PC | MODERNIZING AGING PASSENGER AND FREIGHT ELEVATORS | $200,000 | |
| BAY AREA COMMUNITY HEALTH | |||||||
| 40910 FREMONT BLVD | FREMONT | CA | 94538 | PC | RENOVATIONS FOR THE MOWRY I CLINIC | $100,000 | |
| BAY AREA DISCOVERY MUSEUM | |||||||
| 557 MCREYNOLDS ROAD | SAUSALITO | CA | 94965 | PC | RENOVATION OF ENTRY PAVILION RESTROOMS | $100,000 | |
| BOYS & GIRLS CLUBS NORTH SAN MATEO COUNTY | |||||||
| 955 YOSEMITE DRIVE | PACIFICA | CA | 94044 | PC | PLAYGROUND AT BOYS & GIRLS CLUBS OF NORTH SAN MATEO COUNTY | $101,920 | |
| BOYS & GIRLS CLUBS OF SANTA CRUZ COUNTY | |||||||
| 543 CENTER ST | SANTA CRUZ | CA | 95060 | PC | BOYS & GIRLS CLUB SWIMMING POOL REVITALIZATION | $175,000 | |
| CENTER FOR ELDERS' INDEPENDENCE | |||||||
| 510 17TH ST | OAKLAND | CA | 94612 | PC | BUILDING ELEMENTS, FURNISHING, AND EQUIPPING CEI'S NEW COMPREHENSIVE CARE CENTER | $200,000 | |
| CENTRAL CITY HOSPITALITY HOUSE | |||||||
| 290 TURK STREET | SAN FRANCISCO | CA | 94102 | PC | HOSPITALITY HOUSES COMMUNITY ARTS PROGRAM | $50,000 | |
| COMMUNITY HOUSING DEVELOPMENT CORPORATION OF NORTH RICHMOND | |||||||
| 1535 FRED JACKSON WAY SUITE A | RICHMOND | CA | 94801 | PC | HERITAGE POINT GROCERY STORE | $250,000 | |
| CONTRA COSTA INTERFAITH TRANSITIONAL HOUSING INC (HOPE SOLUTIONS) | |||||||
| 399 TAYLOR BOULEVARD SUITE 115 | PLEASANT HILL | CA | 94523 | PC | HOPE VILLAGES PITTSBURG AND ANTIOCH | $100,000 | |
| DIOCESE OF OAKLAND CA DEPARTMENT OF EDUCATION | |||||||
| 2121 HARRISON STREET | OAKLAND | CA | 94612 | GROUP | DIOCESE OF OAKLAND, CAMPAIGN FOR SCHOOL IMPROVEMENTS | $250,000 | |
| EAST OAKLAND YOUTH DEVELOPMENT CENTER | |||||||
| 8200 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94621 | PC | EOYDC WELLNESS WING RENOVATION | $100,000 | |
| GOOD SHEPHERD SCHOOL | |||||||
| 909 OCEANA BLVD | PACIFICA | CA | 94044 | GROUP | GOOD SHEPHERD PERIMETER FENCING AND GATE PROJECT | $50,000 | |
| HABITAT FOR HUMANITY MONTEREY BAY | |||||||
| 108 MAGNOLIA ST | SANTA CRUZ | CA | 95062 | GROUP | TO SUPPORT CONSTRUCTION OF FOUR LOW-INCOME HOMES | $50,000 | |
| HAMILTON FAMILIES | |||||||
| 2567 MISSION ST | SAN FRANCISCO | CA | 94110 | PC | HAMILTON FAMILIES TRANSITIONAL HOUSING ROOF REPAIR | $128,000 | |
| HAWAII INSTITUTE OF PACIFIC AGRICULTURE | |||||||
| PO BOX 497 | KAPAAU | HI | 96755 | PC | CONSTRUCTION OF CERTIFIED WASH/PACK AND KITCHEN FACILITIES AND SUPPORT STRUCTURES | $50,000 | |
| HOUSING PROVIDERS OF HAWAII INC DBA HOMEAID HAWAII | |||||||
| 680 IWILEI RD SUITE 570 | HONOLULU | HI | 96817 | PC | PROPERTY MANAGEMENT OFFICE FF&E FOR KA LAI OLA MAUI INTERIM WILDFIRE HOUSING | $200,000 | |
| IMPROVE YOUR TOMORROW | |||||||
| 1901 ROYAL OAKS DR | SACRAMENTO | CA | 95815 | PC | COLLEGE SUCCESS CENTER | $200,000 | |
| INSIGHT HOUSING | |||||||
| 2855 TELEGRAPH AVE SUITE 601 | BERKELEY | CA | 94705 | PC | INSIGHT HOUSING DWIGHT WAY CENTER RENOVATION | $277,616 | |
| KAPI'OLANI HEALTH FOUNDATION | |||||||
| 55 MERCHANT STREET SUITE 2600 | HONOLULU | HI | 96813 | PC | MARTHA B. SMITH CANCER & INFUSION CENTER AT KAPIOLANI MEDICAL CENTER FOR WOMEN & CHILDREN | $250,000 | |
| LAS TRAMPAS SCHOOL INC | |||||||
| PO BOX 515 | LAFAYETTE | CA | 94549 | PC | DISASTER RELIEF FOLLOWING PROPERTY DAMAGE FROM WINTER STORMS | $69,706 | |
| LITTLE SISTERS OF THE POOR HOME FOR THE AGED | |||||||
| 300 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | RAISE US UP ELEVATOR MODERNIZATION PROJECT | $200,000 | |
| MARIN CITY HEALTH & WELLNESS CENTER | |||||||
| 4000 CIVIC CENTER DRIVE SUITE 360 | SAN RAFAEL | CA | 94903 | PC | OUTDOOR CAPITAL IMPROVEMENTS AT NEW MARIN CITY CLINIC | $100,000 | |
| MARIN COMMUNITY CLINIC | |||||||
| 9 COMMERCIAL BLVD STE 100 | NOVATO | CA | 94949 | PC | MARIN COMMUNITY CLINICS AT VIVALON HEALTHY AGING CAMPUS | $50,000 | |
| MARIN HORIZON SCHOOL | |||||||
| 305 MONTFORD AVENUE | MILL VALLEY | CA | 94941 | PC | NEXT HORIZON CAMPAIGN | $50,000 | |
| MEALS ON WHEELS OF SAN FRANCISCO INC | |||||||
| 2142 JERROLD AVE | SAN FRANCISCO | CA | 94124 | PC | EMERGENCY FOOD PREPAREDNESS GENERATOR | $100,000 | |
| MISSION DOLORES BASILICA | |||||||
| 3321 SIXTEENTH ST | SAN FRANCISCO | CA | 94114 | GROUP | MISSION DOLORES BASILICA RESTROOM RENOVATION | $100,000 | |
| MOTIVATING INSPIRING SUPPORTING AND SERVING SEXUALLY EXPLOITED YOUTH | |||||||
| 424 JEFFERSON | OAKLAND | CA | 94607 | PC | SAFE SPACES | $200,000 | |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 1901 HARRISON STREET SUITE 1450 | OAKLAND | CA | 94612 | GROUP | LYFORD HOUSE RENOVATION FOR COMMUNITY CONSERVATION FELLOWSHIP HOUSING AT RICHARDSON BAY AUDUBON CENTER & SANCTUARY | $75,000 | |
| NORTHERN CALIFORNIA LAND TRUST (NCLT) | |||||||
| 3120 SHATTUCK AVENUE | BERKELEY | CA | 94705 | PC | BAKER ST RENOVATIONS | $200,000 | |
| OPTIONS RECOVERY SERVICES | |||||||
| 1835 ALLSTON WAY | BERKELEY | CA | 94703 | PC | RECOVERY RESIDENCE KITCHEN RENOVATION | $100,000 | |
| PLUMFIELD INC | |||||||
| 9360 OCCIDENTAL RD | SEBASTOPOL | CA | 95472 | PC | EARLY ELEMENTARY CAMPUS EXPANSION | $199,000 | |
| PRESENTATION SCHOOL | |||||||
| 20872 BROADWAY | SONOMA | CA | 95476 | PC | BUILDING TOMORROW'S SCHOLARS: ENVISIONING THE NEXT 25 YEARS | $105,000 | |
| RICHMOND DISTRICT NEIGHBORHOOD CENTER | |||||||
| 741 30TH AVE | SAN FRANCISCO | CA | 94121 | PC | THE RICHMOND NEIGHBORHOOD CENTER (TRNC) CAPITAL IMPROVEMENT PROJECT | $126,842 | |
| SACRED HEART CATHEDRAL PREPARATORY | |||||||
| 1055 ELLIS ST | SAN FRANCISCO | CA | 94109 | GROUP | LASALLE LOBBY RENOVATION PROJECT | $250,000 | |
| SAINT CATHERINE OF SIENA SCHOOL | |||||||
| 1310 BAYSWATER AVE | BURLINGAME | CA | 94010 | GROUP | ST. CATHERINE OF SIENA SCHOOL SAFETY AND SECURITY FENCING AND WINDOWS | $100,000 | |
| SAINT VERONICA CATHOLIC CHURCH | |||||||
| 434 ALIDA WAY | SOUTH SAN FRANCISCO | CA | 94080 | GROUP | ST. VERONICA SCHOOL AND CHURCH PERIMETER FENCING PROJECT | $60,000 | |
| SAINT VINCENT DE PAUL SCHOOL | |||||||
| 2350 GREEN ST | SAN FRANCISCO | CA | 94123 | GROUP | SEISMIC SAFETY AND CAMPUS ENHANCEMENT | $200,000 | |
| SALESIAN COLLEGE PREPARATORY | |||||||
| 2851 SALESIAN AVENUE | RICHMOND | CA | 94804 | GROUP | RENOVATION OF FACILITIES: REPLACE AGING FIELD TURF | $400,000 | |
| SONOMA FAMILY MEAL | |||||||
| 1370A REDWOOD WAY 17 | PETALUMA | CA | 94954 | PC | NOT JUST ANOTHER FOOD TRUCK | $87,134 | |
| ST ELIZABETH SETON SCHOOL | |||||||
| 1150 N 1ST ST STE 100 | SAN JOSE | CA | 95112 | GROUP | A ROOF FOR THE FUTURE: SAFEGUARDING EDUCATION AT ST. ELIZABETH SETON SCHOOL | $100,000 | |
| ST JOACHIM SCHOOL | |||||||
| 21250 HESPERIAN BLVD | HAYWARD | CA | 94541 | GROUP | ST. JOACHIM SCHOOL GATE PROJECT | $30,000 | |
| ST TIMOTHY CATHOLIC SCHOOL | |||||||
| 1515 DOLAN AVE | SAN MATEO | CA | 94401 | GROUP | ST. TIMOTHY'S PERIMETER FENCE PROJECT | $75,000 | |
| THAT MAN MAY SEE INC | |||||||
| 490 ILLINOIS STREET UCSF BOX 0352 | SAN FRANCISCO | CA | 94143 | PC | BASIC SCIENTISTS RELOCATION TO UCSF'S MISSION BAY CAMPUS | $198,598 | |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | PC | NEW PROJECT: YOUTH THIRD PLACE ON GENEVA & SAN JOSE FOR YOUTH ART EXCHANGE | $75,000 | |
| TOWN SCHOOL FOR BOYS | |||||||
| 2750 JACKSON ST | SAN FRANCISCO | CA | 94115 | PC | TOWN SCHOOL FOR BOYS ENGINEERING STUDIO | $300,000 | RELATED PARTY |
| WE HOPE | |||||||
| PO BOX 50624 | PALO ALTO | CA | 94303 | PC | HEART & HOUSE | $100,000 | |
| YES NATURE TO NEIGHBORHOODS | |||||||
| 3029 MACDONALD AVENUE | RICHMOND | CA | 94804 | PC | BUILDING A NATURE-INSPIRED COMMUNITY CENTER TO INSPIRE HEALTHY AND ENGAGED YOUTH LEADERS IN RICHMOND, CA | $200,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE EAST BAY | |||||||
| 2111 MARTIN LUTHER KING JR WAY | BERKELEY | CA | 94704 | PC | M. ROBINSON BAKER YMCA EARLY LEARNING CENTER CAPITAL EXPANSION PROJECT | $200,000 | |
| CHANGE IN DISCOUNT APPLIED | |||||||
| SEE PRIOR YEAR | SAN FRANCISCO | CA | 94111 | PC | SEE PRIOR YEAR | $13,520 | |
| ACCRUED IN PRIOR YEAR | |||||||
| SEE PRIOR YEAR | SAN FRANCISCO | CA | 94111 | PC | SEE PRIOR YEAR | -$4,482,883 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,815,603 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,587 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,983,822 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,101,505 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,113,050 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,113,050 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,120 | Amt |
| Net Investment Income | $11,648 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,114 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC | $2,193,900 | $2,193,900 |
| NETFLIX | $3,565,280 | $3,565,280 |
| PEPSICO INC | $760,300 | $760,300 |
| PHILIP MORRIS INTERNATIONAL IN | $2,166,300 | $2,166,300 |
| CHEVRON CORP | $1,086,300 | $1,086,300 |
| EXXON MOBIL CORPORTATION | $1,075,700 | $1,075,700 |
| BERKSHIRE HATHAWAY INC DEL | $2,042,760 | $2,042,760 |
| JPMORGAN CHASE & CO | $1,677,970 | $1,677,970 |
| WELLS FARGO & CO | $1,826,240 | $1,826,240 |
| ABBOTT LABS | $1,017,990 | $1,017,990 |
| BIOMARIN PHARMACEUTICAL INC | $867,636 | $867,636 |
| ISHARES NASDAQ BIOTECHNOLOGY ETF | $1,983,150 | $1,983,150 |
| JOHNSON & JOHNSON | $1,446,200 | $1,446,200 |
| PFIZER INC | $1,392,825 | $1,392,825 |
| CATERPILLAR INC | $1,451,040 | $1,451,040 |
| EMERSON ELECTRIC CO | $1,239,300 | $1,239,300 |
| TREX COMPANY INC | $1,035,450 | $1,035,450 |
| UNION PACIFIC CORP | $1,140,200 | $1,140,200 |
| ADOBE INC | $1,033,881 | $1,033,881 |
| ALPHABET INC CL A | $2,839,500 | $2,839,500 |
| APPLE INC | $1,627,730 | $1,627,730 |
| ARISTA NETWORKS INC | $1,989,540 | $1,989,540 |
| BROADCOM INC | $1,391,040 | $1,391,040 |
| CISCO SYSTEMS INC | $1,184,000 | $1,184,000 |
| FISERV INC | $1,437,940 | $1,437,940 |
| MICROSOFT CORP | $2,107,500 | $2,107,500 |
| PALO ALTO NETWORKS INC | $1,819,600 | $1,819,600 |
| PAYPAL HOLDINGS INC | $1,024,200 | $1,024,200 |
| TEXAS INSTRUMENTS INC | $1,312,570 | $1,312,570 |
| VISA INC-CLASS A SHRS | $2,054,260 | $2,054,260 |
| AIR PRODS & CHEMS INC COM | $1,160,160 | $1,160,160 |
| DOW INC | $1,003,250 | $1,003,250 |
| AT & T INC | $2,504,700 | $2,504,700 |
| VERIZON COMMUNICATIONS | $2,599,350 | $2,599,350 |
| CHUBB LIMITED | $2,155,140 | $2,155,140 |
| MEDTRONIC, PLC | $1,198,200 | $1,198,200 |
| VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF | $1,030,320 | $1,030,320 |
| VANGUARD MIDCAP VIPER | $7,131,510 | $7,131,510 |
| VANGUARD SMALL CAP VIPER | $6,007,000 | $6,007,000 |
| REALTY INCOME CORP COM | $801,150 | $801,150 |
| SIMON PROPERTY GROUP INC | $1,722,100 | $1,722,100 |
| US BANCORP | $1,674,050 | $1,674,050 |
| SOLAREDGE TECHNOLOGIES INC | $68,000 | $68,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $29,875,466 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $29,875,466 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION IN PROGRESS | Desc |
| BOY Book Value | $88,600 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $9,689 | $3,876 | $5,407 |
| MAINTENANCE - PAUL I. FAGAN MEMORIAL PARK | $7,200 | $0 | $6,000 |
| BANK CHARGES | $46 | $0 | $46 |
| PIF MEMORIAL PARK IMPROVEMENTS - DEPRECIATION | $19,417 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT INCOME | Desc |
| Revenue And Expenses Per Books | $9,136 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,136 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $9,241,256 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SUBTENANT DEPOSIT | $12,931 | $0 |
| DEFERRED EXCISE TAX PAYABLE | $347,067 | $475,288 |
| ACCRUED EXPENSES | $12,069 | $600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $337,279 | $337,279 | $0 |
| FOUNDATION MANAGEMENT | $288,431 | $57,686 | $230,745 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $78,859 | $0 | $0 |
| DEFERRED FEDERAL EXCISE TAX | $128,221 | $0 | $0 |
| FOREIGN TAX PAID | $14,936 | $14,936 | $0 |
| STATE TAX AND FILING FEES | $700 | $700 | $0 |