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JAMES IRVINE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JAMES IRVINE FOUNDATION (EIN 94-1236937)
Tax period
2013-01-01 to 2013-12-31
Filed
2015-11-12
IRS object ID
201523169349101452
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-12T14:38:49-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14370 LA JOLLA VILLAGE DR SUITE 500AddressLine1
CitySAN DIEGOCity
StateCAState
ZIP Code92122ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941236937EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The James Irvine FoundationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% JOHN R JENKS CIO/TREASURERInCareOfNm
Business Name ControlJAMEBusinessNameControlTxt
Phone4157772244PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE BUSH STREET SUITE 800AddressLine1
CitySan FranciscoCity
StateCAState
ZIP Code94104ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN R JENKSPersonNm
Person TitleCIO/TreasurerPersonTitleTxt
Signature2015-11-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBRA HEISKALAPreparerPersonNm
PTINP00649485PTIN
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,887,715,935FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,953,042InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38,717InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,535,120DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,187,619DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$128,012,503NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$938,070,032GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$133,155,075CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$883,674IncmModificationsAdjNetIncmAmt
Other Income Rev And Expnss$821,293OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$22,880,777OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$148,321,958TotalRevAndExpnssAmt
Total Net Invst Incm$168,262,188TotalNetInvstIncmAmt
Total Adj Net Incm$883,674TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,066,407CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,096,784CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$969,622CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$5,467,264OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$1,669,533OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,797,731OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,113,802PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$473,758PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,640,044PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$73,511LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$46,075LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$27,436LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$196,418AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$108,030AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$88,388AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,559,536OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,135,126OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$424,410OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$75,370InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$75,370InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,857,622TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$398,308DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$79,662DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$7,431OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$219,592OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$401,423OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$533,338TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$88,227TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$445,111TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$19,678PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$2,395PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$17,283PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,354,959OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,338,051OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,692,169OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,723,644TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,257,233TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,578,987TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$77,952,786ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,952,786ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$97,676,430TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,257,233TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$87,531,773TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$50,645,528ExcessRevenueOverExpensesAmt
Net Investment Income$144,004,955NetInvestmentIncomeAmt
Adjusted Net Income$883,674AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,412CashBOYAmt
Cash EOY$144,049CashEOYAmt
Cash EOYFMV$144,049CashEOYFMVAmt
Sav And Temp Cash Invst BOY$68,317,724SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$39,412,698SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$39,412,698SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$21,760,434AcctRcvblAmt
Acct Rcvbl BOY$58,415,297AcctRcvblBOYAmt
Acct Rcvbl EOY$21,760,434AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$21,760,434AcctRcvblEOYFMVAmt
US Government Obligations BOY$60,285,689USGovernmentObligationsBOYAmt
US Government Obligations EOY$70,112,518USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$71,324,351USGovtObligationsEOYFMVAmt
Corporate Stock BOY$340,480,394CorporateStockBOYAmt
Corporate Stock EOY$379,875,299CorporateStockEOYAmt
Corporate Stock EOYFMV$566,565,964CorporateStockEOYFMVAmt
Corporate Bonds BOY$52,902,219CorporateBondsBOYAmt
Corporate Bonds EOY$64,234,642CorporateBondsEOYAmt
Corporate Bonds EOYFMV$63,373,301CorporateBondsEOYFMVAmt
Other Investments BOY$911,604,788OtherInvestmentsBOYAmt
Other Investments EOY$958,188,021OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,119,580,958OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,568,292LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,360,255LandBldgEquipAccumDeprecAmt
Land BOY$708,945LandBOYAmt
Land EOY$3,208,037LandEOYAmt
Land EOYFMV$3,208,037LandEOYFMVAmt
Other Assets BOY$2,142,738OtherAssetsBOYAmt
Other Assets EOY$2,346,143OtherAssetsEOYAmt
Other Assets EOYFMV$2,346,143OtherAssetsEOYFMVAmt
Total Assets BOY$1,494,886,206TotalAssetsBOYAmt
Total Assets EOY$1,539,281,841TotalAssetsEOYAmt
Total Assets EOYFMV$1,887,715,935TotalAssetsEOYFMVAmt
Accounts Payable BOY$20,035,422AccountsPayableBOYAmt
Accounts Payable EOY$14,319,705AccountsPayableEOYAmt
Grants Payable BOY$44,931,454GrantsPayableBOYAmt
Grants Payable EOY$34,641,572GrantsPayableEOYAmt
Other Liabilities BOY$3,592,701OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,968,682OtherLiabilitiesEOYAmt
Total Liabilities BOY$68,559,577TotalLiabilitiesBOYAmt
Total Liabilities EOY$55,929,959TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,426,326,629UnrestrictedBOYAmt
Unrestricted EOY$1,483,351,882UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,426,326,629TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,483,351,882TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,494,886,206TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,539,281,841TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,426,326,629TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$50,645,528ExcessRevenueOverExpensesAmt
Other Increases$9,404,934OtherIncreasesAmt
Subtotal$1,486,377,091SubtotalAmt
Other Decreases$3,025,209OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,483,351,882TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NON PUBLICLY TRADED SECURITIESP$647,270,044$578,394,213$68,875,831$68,875,831
PUBLICLY TRADED SECURITIESP$272,975,592$207,578,324$65,397,268$65,397,268
MBS PAYDOWN/UP$17,755,704$18,942,420-$1,186,716-$1,186,716
PROCEEDS FROM CLASS ACTIONS$68,692$68,692$68,692
FieldValueIRS element (for citing)
Capital Gain Net Income$133,155,075CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$82,006,472AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,565,962,481NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052368DistributionYr1Rt
Adjusted Qlfy Distri Yr2$73,370,818AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,552,600,432NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047257DistributionYr2Rt
Adjusted Qlfy Distri Yr3$68,404,615AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,433,272,317NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047726DistributionYr3Rt
Adjusted Qlfy Distri Yr4$74,424,900AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,308,864,523NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056862DistributionYr4Rt
Adjusted Qlfy Distri Yr5$78,163,394AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,668,800,460NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046838DistributionYr5Rt
Total Distribution0.251051TotalDistributionRt
Average Distribution0.05021AverageDistributionRt
Net Vl Noncharitable Assets$1,723,060,503NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$86,514,868AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,440,050NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$87,954,918AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$89,986,108QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,440,050InvestmentIncomeExciseTaxAmt
Subtotal$1,440,050SubtotalAmt
Tax Based On Investment Income$1,440,050TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,122,136EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$425,000AppliedToEsTaxAmt
Total Payments And Credits$1,465,963TotalPaymentsAndCreditsAmt
Overpayment$25,913OverpaymentAmt
Applied To ES Tax$25,913AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.IRVINE.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOHN R JENKS CIOTREASURERBusinessNameLine1
FieldValueIRS element (for citing)
Phone4157772244PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BUSH STREET SUITE 800AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94104ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryBRForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryHUForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryPKForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryISForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER J TAYLOR
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIRECTOR2.0$0$0$0
JAMES E CANALES
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104PRESIDENT/CEO/DIRECTOR50.0$568,277$155,033$5,778
JOHN R JENKS
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104TREASURER/CIO50.0$1,141,853$188,825$1,619
DANIEL O SILVERMAN
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104CORP SECTY / DIRECTOR OF COMM50.0$248,777$90,035$2,939
GREGORY M AVIS
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104CHAIRMAN/DIRECTOR3.0$0$0$0
JANE W CARNEY
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIRECTOR2.0$10,000$0$0
PAULA A CORDEIRO
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIRECTOR2.0$10,000$0$0
FRANK H CRUZ
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104VICE CHAIRMAN/DIRECTOR3.0$10,000$0$0
DAVID MAS MASUMOTO
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIRECTOR2.0$17,500$0$0
REGINA LIANG MUEHLHAUSER
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIRECTOR3.0$10,000$0$0
MOLLY MUNGER
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIRECTOR2.0$0$0$0
STEVEN A SCHROEDER
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIRECTOR2.0$10,000$0$0
ISAAC STEIN
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIRECTOR3.0$0$0$0
LYDIA M VILLAREAL
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIRECTOR3.0$10,000$0$0
VIRGIL ROBERTS
ONE BUSH STREET SUITE 800San FranciscoCA94104DIRECTOR2.0$10,000$0$0
SAMUEL HOI
ONE BUSH STREET SUITE 800San FranciscoCA94104DIRECTOR2.0$10,000$0$0
ROBERT E DENHAM
ONE BUSH STREET SUITE 800San FranciscoCA94104DIRECTOR2.0$10,000$0$0
TIM RIOS
ONE BUSH STREET SUITE 800San FranciscoCA94104DIRECTOR2.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MALCOLM GOEPFERT
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIR OF INVESTMENTS50.0$572,385$117,636$1,500
ANNE DINNEEN
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIR OF INVESTMENTS50.0$492,718$100,668$1,920
JEFFREY MALLOY
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104DIR OF FINANCE50.0$271,277$106,818$1,212
DONALD HOWARD
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104EXECUTIVE VP50.0$273,549$81,882$1,506
ANNE STANTON-MALONE
ONE BUSH STREET SUITE 800SAN FRANCISCOCA94104PROGRAM DIRECTOR50.0$237,256$91,630$945

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeService TypeServiceTypeTxtCompensationCompensationAmt
SILCHESTER INTERNATIONAL
780 THIRD AVENUE 42ND FLOORNEW YORKNY10017INVESTMENT MANAGER$586,727
PRIMECAP MANAGEMENT CO
225 SOUTH LAKE AVENUEPASADENACA91101INVESTMENT MANAGER$554,544
LAZARD ASSET MANAGEMENT
30 ROCKEFELLER PLAZANEW YORKNY10112INVESTMENT MANAGER$540,082
WESTWOOD GLOBAL
ONE FINANCIAL CENTER SUITE 1620BOSTONMA02110INVESTMENT MANAGER$425,534
DODGE & COX
PO BOX 8422BOSTONMA022668422INVESTMENT MANAGER$414,125
FieldValueIRS element (for citing)
Contractor Paid Over50k36ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FOUNDATION-ADMINISTERED PROJECT TO SELECT AND RECOGNIZE CALIFORNIA LEADERS WHO PROMOTE EFFECTIVE SOLUTIONS TO CRITICAL ISSUES FOR CALIFORNIA'S FUTURE.Description1Txt
Expenses1$290,728Expenses1Amt
Description2FOUNDATION-ADMINISTERED PROJECT TO UNDERTAKE STRATEGIC COMMUNICATIONS TO PROMOTE LINKED LEARNING AS A HIGH SCHOOL REFORM STRATEGY IN CALIFORNIA.Description2Txt
Expenses2$181,434Expenses2Amt
Description3FOUNDATION-ADMINISTERED PROJECT TO UNDERTAKE STRATEGIC DISSEMINATION OF LINKED LEARNING MODEL TO ENSURE SCALING OF HIGH QUALITY LINKED LEARNING PRACTICE.Description3Txt
Expenses3$179,597Expenses3Amt
Description4FOUNDATION-ADMINISTERED PROJECT TO ASSIST ARTS ORGANIZATION AS PART OF THE STRENGTHENING PHASE OF THE ARTS GRANT MAKING STRATEGY.Description4Txt
Expenses4$125,000Expenses4Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,704,634,687AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,184,117AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,481,199FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,749,300,003TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,749,300,003AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,239,500CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,723,060,503NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,153,025MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,153,025MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,440,050TaxBasedOnInvestmentIncomeAmt
Income Tax$55,784IncomeTaxAmt
Total Tax$1,495,834TotalTaxAmt
Distributable Before Adj$84,657,191DistributableBeforeAdjAmt
Recoveries Qualfied Distri$883,673RecoveriesQualfiedDistriAmt
Distributable Before Ded$85,540,864DistributableBeforeDedAmt
Distributable As Adjusted$85,540,864DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,531,773ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$2,454,335CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$89,986,108QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,440,050PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$88,546,058AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,540,864DistributableAsAdjustedAmt
Undistributed Income PY$29,196,122UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$89,986,108QualifyingDistributionsAmt
Applied To Year1$29,196,122AppliedToYear1Amt
Applied To Current Year$60,789,986AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$24,750,878UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGrants Mgr grantinquiryirvineorgRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BUSH STREET SUITE 800AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94104ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4157772244RecipientPhoneNum
Form And Info And MaterialsLETTERS OF INQUIRY MAY BE SUBMITTED THE FOLLOWING WEBSITE: IRVINE.ORG/GRANTMAKING/FOR-GRANTSEEKERS/SUBMITTING_A_LETTER_OF_INQUIRY INFORMATION REQUESTED INCLUDES ORGANIZATION BACKGROUND, PROJECT DESCRIPTION, FIT WITH IRVINE'S PRIORITIES, CONNECTION OF THE PROJECT TO THE ORGANIZATION'S MISSION, A LIST OF FUNDERS, AND A LIST OF THE ORGANIZATION'S BOARD OF DIRECTORS.FormAndInfoAndMaterialsTxt
Submission DeadlinesLETTERS OF INQUIRY: CALIFORNIA DEMOCRACY AND YOUTH PROGRAMS: WE ACCEPT INQUIRIES ON A ROLLING BASIS.SubmissionDeadlinesTxt
Restrictions On AwardsELIGIBILITY TO BE CONSIDERED FOR A GRANT, YOUR ORGANIZATION OR PROJECT MUST: 1. BE CLASSIFIED AS A PUBLIC CHARITY AND TAX EXEMPT UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. 2. BENEFIT CALIFORNIA. OUR INDENTURE OF TRUST RESTRICTS OUR GRANTMAKING TO PROGRAMS AND ORGANIZATIONS THAT DIRECTLY BENEFIT THE PEOPLE OF CALIFORNIA. 3. BE PRIMARILY INDEPENDENT FROM GOVERNMENT SUPPORT. WHEN JAMES IRVINE ESTABLISHED THE FOUNDATION IN 1937, HE STIPULATED THAT HIS FUNDS "SHALL BE USED FOR SUCH CHARITIES AS DO NOT ENJOY SUBSTANTIAL SUPPORT THROUGH TAXATION." BASED ON THIS RESTRICTION, WE REFRAIN FROM MAKING GRANTS TO PUBLIC AGENCIES OR ORGANIZATIONS THAT RECEIVE MORE THAN 50 PERCENT OF THEIR REVENUE FROM GOVERNMENT DONATIONS. IN RARE INSTANCES, AN ORGANIZATION THAT IS INELIGIBLE BY THESE CRITERIA MAY BE INVITED BY THE FOUNDATION TO SUBMIT A PROPOSAL FOR A SPECIFIC PROJECT. THIS MIGHT INCLUDE AN ORGANIZATION THAT IS NOT CLASSIFIED AS A 501(C)(3), OR A PUBLIC AGENCY THAT IS CONDUCTING A DISCRETE, PRIVARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (612 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
18th Street Arts Complex
1639 18th StreetSanta MonicaCA90404NAPCTo support CA artists to create new work$30,000
24th Street Theatre Company
1117 West 24th StreetLos AngelesCA90007NAPCFor the Teatro del Pueblo project$110,000
350 Org
20 Jay St Suite 1010BrooklynNY11201NAPCFor activities in California$1,250
AAPIP
211 Sutter Street Suite 600San FranciscoCA94108NAPCFor 2013 membership$10,000
Academy for Grassroots Organizations
PO Box 293928PhelanCA92329NAPCFor Access Government Day in San Bernardino$2,500
ACLU Fdn of San Diego & Imperial Counties Inc
PO Box 87131San DiegoCA92138NAPCFor voter reg infrastructure, part of FOCE$250,000
Advancement Project
1910 West Sunset Blvd Suite 500Los AngelesCA90026NAPCTo support financial sustainability$300,000
Advancement Project
1910 West Sunset Blvd Suite 500Los AngelesCA90026NAPCFor sponsorship of a conference$5,000
Advancement Project
1910 West Sunset Blvd Suite 500Los AngelesCA90026NAPCTo transition to a new org ldshp model$37,500
Advancement Project
1910 West Sunset Blvd Suite 500Los AngelesCA90026NAPCFor CVRA opportunity evaluation$150,000
Alameda County Community Food Bank
PO Box 2599OaklandCA94614NAPCfor unrestricted support$1,250
Alliance for California Traditional Arts
1245 Van Ness AvenueFresnoCA93721NAPCTo support folk art$320,670
Alliance for California Traditional Arts
1245 Van Ness AvenueFresnoCA93721NAPCFor regranting via Commty Leadership Project$695,000
Alliance for California Traditional Arts
1245 Van Ness AvenueFresnoCA93721NAPCFor a strategic visioning and planning process$15,000
Alliance for College-Ready Public Schools
1940 South Figueroa StreetLos AngelesCA90007NAPCIn support of Scholarships$10,000
Alliance for Excellent Education Inc
1201 Connecticut Avenue NW SuiteWashingtonDC20036NAPCTo increase awareness of Linked Learning$275,000
Altadena Christian Children's Center
791 East Calaveras StreetAltadenaCA91001NAPCfor unrestricted support$625STE 210
American Friends Service Committee
1501 Cherry StreetPhiladelphiaPA19102NAPCFor the Tamejavi Cultural Org Fellowship$66,000
Anaheim Ballet
280 East Lincoln AvenueAnaheimCA92805NAPCTo present public dance performances$67,500
Angels Gate Cultural Center
3601 South Gaffey St Box 1San PedroCA90731NAPCFor a new community class program$87,000
APALC
1145 Wilshire BlvdLos AngelesCA90017NAPCTo increase language assistance for voters$155,000
APALC
1145 Wilshire BlvdLos AngelesCA90017NAPCTo support the CIPC$125,000
APALC
1145 Wilshire BlvdLos AngelesCA90017NAPCFor the Asian American Justice Center$1,500
APALC
1145 Wilshire BlvdLos AngelesCA90017NAPCTo sponsor the 30th anniversary gala$5,000
APALC
1145 Wilshire BlvdLos AngelesCA90017NAPCTo test approaches to increase voter partic$300,000
Armory Center for the Arts
145 N Raymond AvenuePasadenaCA91103NAPCFor the Community Pathways initiative$75,000
Armory Center for the Arts
145 N Raymond AvenuePasadenaCA91103NAPCFor unrestricted support$10,000
Armory Center for the Arts
145 N Raymond AvenuePasadenaCA91103NAPCTo support ArtCorpsLA$500
Arthritis Foundation Inc
657 Mission Street Suite 603San FranciscoCA94105NAPCFor support of activities in California$10,000
Arts Council Santa Cruz County
1070 River StreetSanta CruzCA95060NAPCFor regranting to small arts organizations$35,000
Arts for LA
1149 S Hill Suite H-100Los AngelesCA90015NAPCTo develop a model of shared leadership$60,000
Arts for LA
1149 S Hill Suite H-100Los AngelesCA90015NAPCTo produce Arts Day events in Los Angeles$15,000
Arts Visalia
PO Box 251VisaliaCA93279NAPCFor visual art-making workshops$20,000
Asian Pacific Community Fund of SoCal
1145 Wilshire Blvd Suite 105Los AngelesCA90017NAPCin support of the Circle of Change$500
Asian Pacific Environmental Network
310 8th Street Suite 309OaklandCA94607NAPCFor civic engagement$150,000
Asian Pacific Environmental Network
310 8th Street Suite 309OaklandCA94607NAPCFor the executive director transition$35,000
Assn for Advcmt of Filipino Am Arts & Culture
760 S Westmoreland Ave Suite 266Los AngelesCA90005NAPCFor SAYSAY: Voices of Home Stories$70,000
Assn for Advcmt of Filipino Am Arts & Culture
760 S Westmoreland Ave Suite 266Los AngelesCA90005NAPCFor general operating support$250
Association of California Symphony Orchestras
2755 Cottage Way Suite 3SacramentoCA95825NAPCTo provide core program support$25,000
Augenblick Palaich and Associates Inc
1120 Lincoln Suite 1101DenverCO80203NANCTo study Linked Learning implementation in CA$175,000
Balboa Park Cultural Partnership
1549 El Prado Suite 1San DiegoCA92101NAPCTo implement the Parkwide Pass program$200,000
Bay Area Hispano Institute for Advancement
1000 Camelia StreetBerkeleyCA94710NAPCfor unrestricted support$250
Bay Area Partnership
1330 Broadway Suite 601OaklandCA94612NAPCTo more tightly align programs with LL$100,000
Bay Area Video Coalition Inc
2727 Mariposa 2nd FloorSan FranciscoCA94110NAPCTo engage low-income pops in media-making$97,000
Bay Area Youth Vaishnav Parivar
25 Corning AveMilpitasCA95035NAPCfor unrestricted support$6,000
Berkeley Repertory Theatre
999 Harrison StreetBerkeleyCA94710NAPCFor the Center for Artistic Innovation$250,000
BoardSource
750 9th Street NW Suite 650WashingtonDC20001NAPCTo conduct BoardSource trainings$200,000
Bridge The Gap College Prep
PO Box 1390SausalitoCA94965NAPCfor unrestricted support$2,500
Building Skills Partnership
828 W Washington BlvdLos AngelesCA90015NAPCFor core support$125,000
Burnon Inc
1006 E Main StreetVenturaCA93001NAPCTo increase cultural participation$85,000
CA Court Appointed Special Advocate Assn
660 13th St Suite 300OaklandCA94612NAPCFor unrestricted support$1,500
Cabrillo Festival of Contemporary Music
147 S River Street Suite 232Santa CruzCA95060NAPCTo increase cultural participation$52,000
California Alliance for Arts Education
495 E Colorado BlvdPasadenaCA91101NAPCTo build capacity for arts education advocacy$125,000
California Assoc of Clerks and Election Officials
1643 Market StReddingCA96001NANCTo disseminate best practices in elec'n admin$295,000
California Association of Midwives
PO Box 586CoarsegoldCA93614NAPCfor unrestricted support$1,000
California Association of Museums
PO Box 1455Santa CruzCA95061NAPCTo provide core program support$25,000
California Association of Nonprofits
180 Howard Street Suite 300San FranciscoCA94105NAPCTo study the economic impact of nonp sector$40,000
California Association of Nonprofits
180 Howard Street Suite 300San FranciscoCA94105NAPCFor core operating support$150,000
California Budget Project
1107 9th Street Suite 310SacramentoCA95814NAPCTo conduct analyses of state budget issues$125,000
California Business Roundtable
1301 I StreetSacramentoCA95814NANCTo modernize California?s ballot init process$100,000
California Chicano News Media Association
725 Arizona Ave Ste 102Santa MonicaCA90401NAPCFor unrestricted support$5,000
California Community Foundation
221 S Figueroa St Suite 400Los AngelesCA90012NAPCTo support the Nonprofit Sust Init$75,000
California Forward
1107 9th Street Suite 650SacramentoCA95814NAPCFor core support$1,500,000
California Historical Society
678 Mission StreetSan FranciscoCA94105NAPCFor core operating support$100,000725 Arizona Ave Ste 102
California Indian Basketweavers Association
PO Box 1348 428 Main StreetWoodlandCA95695NAPCFor the Native Voices Outreach Program$40,000
California Presenters
PO Box 19748SacramentoCA95819NAPCTo provide core program support$20,000
California Public Interest Rsch Group Ed Fund
369 Broadway Suite 200San FranciscoCA94133NAPCTo conduct research, as part of FOCE$112,500
California School Boards Foundation
3100 Beacon BlvdWest SacramentoCA95691NAPCTo raise awareness of Linked Learning$200,000
California Shakespeare Theater
701 Heinz AvenueBerkeleyCA94710NAPCTo engage in a planning process$50,000
California Shakespeare Theater
701 Heinz AvenueBerkeleyCA94710NAPCTo support the Triangle Lab initiative$200,000
California Transplant Donor Network
1000 Broadway Suite 600OaklandCA94607NAPCfor unrestricted support$1,000
California Voter Foundation
PO Box 189277SacramentoCA95818NAPCTo improve elec'n admin, as part of FOCE$70,000
California YMCA Youth & Government
2220 Capitol AvenueSacramentoCA95816NAPCTo support the Sacramento YMCA Youth Govt$500
Cantare Con Vivo
1611 Telegraph Avenue Suite 801OaklandCA94612NAPCFor a collaboration with local choirs$115,000
Capitol Impact LLC
1107 9th Street Suite 500SacramentoCA95814NANCFor the CA Legislative Staff Ed Institute$475,000
Cedars-Sinai Medical Center
8700 Beverly Boulevard Suite 2416Los AngelesCA90048NAPCFor the congenital heart laboratory$10,000
Center for Civic Design
5443 Tates Bank RoadCambridgeMD21613NANCTo improve voter participation in CA$230,000
Center for Community Advocacy
22 W Gabilan StreetSalinasCA93901NAPCFor civic engagement$125,000
Center for Community Advocacy
22 W Gabilan StreetSalinasCA93901NAPCFor unrestricted support$15,000
Center for Cultural Innovation
244 S San Pedro Street Suite 401Los AngelesCA90012NAPCTo support regranting to CA artists$225,000
Center for Cultural Innovation
244 S San Pedro Street Suite 401Los AngelesCA90012NAPCFor Next Generation Arts Ldshp Init$120,000
Center for Effective Philanthropy Inc
675 Massachusetts Avenue 7th FloorCambridgeMA02139NAPCFor core support$125,000
Center for Land-Based Learning
5265 Putah Creek RoadWintersCA95694NAPCTo expand the number of SLEWS programs$72,500
Center for Law and Social Policy
1200 18th Street NW Suite 200WashingtonDC20036NAPCTo improve college career pathway initiatives$75,000
Center for the Education of the Infant Deaf
1035 Grayson StreetBerkeleyCA94710NAPCFor unrestricted support$1,250
Center for the Study of Political Graphics
3916 Sepulveda Blvd Suite 103Culver CityCA90230NAPCTo launch a new format for traveling exhibits$32,500
Center on Policy Initiatives
3727 Camino Del Rio S Suite 100San DiegoCA92108NAPCFor civic engagement$150,000
Center on Race Poverty & Environment
47 Kearny Street Suite 804San FranciscoCA94108NAPCFor civic engagement$250,000
Central Coast Alliance United for Sust Econ
2021 Sperry Avenue Suite 18VenturaCA93003NAPCFor core support$200,000
Central Coast Alliance United for Sust Econ
2021 Sperry Avenue Suite 18VenturaCA93003NAPCFor strategic planning$44,000
Central West Ballet
5039 Pentecost Drive Suites B1/B2ModestoCA95356NAPCTo engage community members with ballet$58,000
Centro Para El Desarrollo Indigena Oaxaqueno
744 N Abby StFresnoCA93701NAPCFor dance, poetry and music workshops$145,000
Charles W Bowers Museum Corporation
2002 N Main StreetSanta AnaCA92706NAPCTo engage in a planning process$50,000
Charles W Bowers Museum Corporation
2002 N Main StreetSanta AnaCA92706NAPCFor the Treasures project$250,000
Chhandam Chitresh Das Dance Company
2325 Third Street Suite 320San FranciscoCA94107NAPCFor classical Indian arts programs$50,000
Childrens Fund Incorporated
348 W Hospitality Lane Suite 110San BernardinoCA92408NAPCFor core support$2,500
Chinese Culture Foundation of San Francisco
750 Kearny Street 3rd FloorSan FranciscoCA94108NAPCFor arts engagement in Chinatown$55,000
Chronicle Season of Sharing Fund
PO Box 44740San FranciscoCA94144NAPCFor sponsorship of the Season of Sharing$75,000
Civil Rights Institute of Riverside
3933 Mission Inn AveRiversideCA92501NAPCFor oral history preservation and core supp$25,000
Claremont Graduate University
150 E 10th StClaremontCA91711NAPCFor unrestricted support$10,000
Clergy and Laity United for Econ Just CA
1345 Burlington Avenue Suite 206Los AngelesCA90006NAPCFor arts engagement$100,000
Coachella Valley Economic Partnership
3111 East Tahquitz Canyon WayPalm SpringsCA92262NAPCFor a regl Linked Learning plan$850,000
Coachella Valley Economic Partnership
3111 East Tahquitz Canyon WayPalm SpringsCA92262NAPCFor a regl Linked Learning plan$150,000
Coachella Valley Symphony
PO Box 10727Palm DesertCA92255NAPCFor arts engagement$30,000
Coalition for Humane Immigrant Rights of LA
2533 West 3rd St Suite 101Los AngelesCA90057NAPCFor civic engagement$300,000
Coalition To Abolish Slavery & Trafficking
5042 Wilshire Blvd 586Los AngelesCA90036NAPCFor the Freedom Campaign$1,000
Code for America Labs Inc
155 9th StreetSan FranciscoCA94103NAPCFor civic engagement work$150,000
Collage Dance Theatre
2934 1/2 Beverly Glen Circle SuiteLos AngelesCA90077NAPCFor civic engagement$25,000
Colorado Nonprofit Development Center
789 Sherman Street Suite 250DenverCO80203NAPCTo pilot virtual work based learning models$150,000
Colorado Nonprofit Development Center
789 Sherman Street Suite 250DenverCO80203NAPCFor International Telementor Project$35,0001750 Wright Street Suite 4
Common Cause
453 S Spring Street Suite 401Los AngelesCA90013NANCFor a FOCE conference$150,000
Commonweal
P O Box 316BolinasCA94924NAPCFor activities in California$1,250
Commty Alliance with Family Farmers Fdn
PO Box 363DavisCA95617NAPCfor unrestricted support$3,000
Commty Coalition for Subst Abuse Prevention
8101 S Vermont AvenueLos AngelesCA90044NAPCFor civic engagement$175,000
Commty Coalition for Subst Abuse Prevention
8101 S Vermont AvenueLos AngelesCA90044NAPCFor a strategic planning process$46,000
Communications Network
1717 North Naper Boulevard Suite 10NapervilleIL60563NAPCfor support of activities in California$2,000
Community Fdn for the Nat'l Capital Region
1201 15th Street NW Suite 420WashingtonDC20005NAPCFor the Youth Transition Funders Group$5,000Suite 1020
Community Hospital of Central California Fdn
P O Box 1232FresnoCA93715NASO IIFor support of the employee scholarship prog$10,000
Community Initiatives
354 Pine Street Suite 700San FranciscoCA94104NAPCFor California Competes$100,000
Community Music Center
544 Capp StreetSan FranciscoCA94110NAPCFor unrestricted support$2,500
Community Music Center
544 Capp StreetSan FranciscoCA94110NAPCTo support the Richmond District$1,000
Community Partners
1000 N Alameda St Ste 240Los AngelesCA90012NAPCFor election policy reforms, through FOCE$530,000
Community Partners
1000 N Alameda St Ste 240Los AngelesCA90012NAPCFor arts engagement$100,000
Community Partners
1000 N Alameda St Ste 240Los AngelesCA90012NAPCFor AABLI$10,000
Community Partners
1000 N Alameda St Ste 240Los AngelesCA90012NAPCFor AABLI$75,000
Community Partners
1000 N Alameda St Ste 240Los AngelesCA90012NAPCFor election policy reforms, through FOCE$150,000
Community Water Center
311 W Murray AveVisaliaCA93291NAPCFor core support$125,000
Community Works West Inc
4681 Telegraph AvenueOaklandCA94609NAPCfor the support of activities in California$500
Company of Angels Inc
PO Box 3480Los AngelesCA90078NAPCFor arts engagement$10,000
CompassPoint Nonprofit Services
500 12th St Suite 320OaklandCA94607NAPCTo strengthen the leadership system$37,500
CompassPoint Nonprofit Services
500 12th St Suite 320OaklandCA94607NAPCFor Fundraising Acad for Comms of Color$75,000
ConnectEd
2150 Shattuck Avenue Suite 1200BerkeleyCA94704NAPCFor the Linked Learning District Init$5,200,000
ConnectEd
2150 Shattuck Avenue Suite 1200BerkeleyCA94704NAPCFor technical assistance$2,000,000
ConnectEd
2150 Shattuck Avenue Suite 1200BerkeleyCA94704NAPCFor the Linked Learning District Init$1,000,000
Context Consulting Inc
3366 NW Vaughn StreetPortlandOR97210NANCFor a SJ Valley Leadership Network$586,000
Contra Costa Economic Partnership
1355 Willow WayConcordCA94520NAPCFor Linked Learning work$250,000
Cornerstone Theater Company
708 Traction AveLos AngelesCA90013NAPCFor a planning process$50,000
Cornerstone Theater Company
708 Traction AveLos AngelesCA90013NAPCFor the Cornerstone Institute$125,000
Corporation of the Fine Arts Museums
50 Hagiwara Tea Garden DrSan FranciscoCA94118NAPCFor arts engagement$200,000
Council for a Strong America
1212 New York Avenue NW Suite 300WashingtonDC20005NAPCTo engage business leaders in Linked Learning$200,000
Council on Foundations Inc
2121 Crystal Dr Suite 700ArlingtonVA22202NAPCFor 2013 membership dues$45,000
Counterpulse
1310 Mission StreetSan FranciscoCA94103NAPCFor arts engagement$155,000
Craft and Folk Art Museum Incorp Egg and Eye
5814 Wilshire BlvdLos AngelesCA90036NAPCFor arts engagement$50,000
Creative Community Educational Foundation
400 Grand StAlamedaCA94501NAPCfor the purchase of student school supplies$2,000
CSU Fresno Foundation
4910 N ChestnutFresnoCA93726NAPCFor the CA Partnership for the San Joaq Vlly$200,000
CSU San Marcos Foundation
333 S Twin Oaks Valley RoadSan MarcosCA92096NAPCFor support of a three-day summer institute$25,000
Ctr for Asian Ams United for Self-Empowerment
260 South Los Robles Avenue SuitePasadenaCA91101NAPCfor unrestricted support$1,000
Ctr for Comm'ty Action and Environ'l Justice
PO Box 33124RiversideCA92519NAPCFor civic engagement$150,000
Ctr for Comm'ty Action and Environ'l Justice
PO Box 33124RiversideCA92519NAPCFor core support$25,000
Ctr for Comm'ty Action and Environ'l Justice
PO Box 33124RiversideCA92519NAPCTo test approaches to increase voter partic$200,000
Culture Shock Dance Troupe
2110 Hancock Street 200San DiegoCA92110NAPCFor a reinterpretation of The Nutcracker$8,750
Dance Camera West
2934 1/2 Beverly Glen Circle 292Los AngelesCA90077NAPCFor dance performacne and film screenings$15,000
Dancers Group
44 Gough Street Suite 201San FranciscoCA94103NAPCIn support of Post:Ballet$10,000
Dancers Group
44 Gough Street Suite 201San FranciscoCA94103NAPCTo provide core program support$42,000
Dell'Arte Inc
PO Box 816Blue LakeCA95525NAPCFor arts engagement$75,000
Diavolo Dance Theatre
616 Moulton AvenueLos AngelesCA90031NAPCFor LA Flies$84,000
Djerassi Resident Artists Program
2325 Bear Gulch RoadWoodsideCA94062NAPCTo support residencies for diverse CA artists$42,500
East Bay Bicycle Coalition
PO Box 1736OaklandCA94604NAPCFor unrestricted support$2,500
East Bay Center for the Performing Arts
339 11th StreetRichmondCA94801NAPCTo support the Young Artist Diploma Prog$100,000
East Bay Performing Arts
2201 Broadway Suite 300OaklandCA94612NAPCFor New Visions/New Vistas II$75,000
East Oakland Boxing Association
816 98th AvenueOaklandCA94603NAPCFor youth outdoor programs$6,000
Eastside Arts Alliance
PO Box 17008OaklandCA94601NAPCFor the development of a mural park$90,000
Eastside College Preparatory School Inc
1041 Myrtle StreetEast Palo AltoCA94303NAPCFor core and endowment support$15,000
Eastside College Preparatory School Inc
1041 Myrtle StreetEast Palo AltoCA94303NAPCFor unrestricted support$25,000
East-West Players Inc
120 N Judge John Aiso StreetLos AngelesCA90012NAPCFor the New Works Development Program$71,000
EdSource Inc
436 14th Street Suite 723OaklandCA94612NAPCFor capacity building$65,000
Education Trust Inc
1250 H Street Suite 700WashingtonDC20005NAPCTo assure rigor in scaling Linked Learning$200,000
Educational Tall Ship
60 Liberty Ship Way Ste CSausalitoCA94965NAPCfor unrestricted support$2,500
Emc Arts Inc
127 W 122nd StNew YorkNY10027NAPCFor technical assistance$75,000
Emc Arts Inc
127 W 122nd StNew YorkNY10027NAPCFor technical assistance$21,000
Emc Arts Inc
127 W 122nd StNew YorkNY10027NAPCFor technical assistance$30,000
Emergency Food Bank
7 W Scotts AveStocktonCA95203NAPCFor general operating support$750
EngAge
240 E Verdugo Avenue Suite 100BurbankCA91502NAPCFor arts engagement$42,000
EngAge
240 E Verdugo Avenue Suite 100BurbankCA91502NAPCFor program replication resources$75,000
Engage San Diego
PO Box 3357San DiegoCA92163NAPCFor core support$225,000
Environmental Health Coalition
2727 Hoover Ave Suite 202National CityCA91950NAPCFor civic participation$150,000
Environmental Health Coalition
2727 Hoover Ave Suite 202National CityCA91950NAPCFor civic participation$300,000
Envision Schools
436 14th Street Suite 920OaklandCA94612NAPCTo build capacity$150,000
Equality Alliance of San Diego County
PO Box 12266San DiegoCA92112NAPCFor DACA outreach and assistance$75,000
Escuela Bilingue Internacional
4550 San Pablo AveEmeryvilleCA94608NAPCfor support of Tuition Assistance$1,000
Exhibit Envoy Inc
PO Box 193307San FranciscoCA94119NAPCFor the Contemporary Art in CA Comms Init$45,000
Families in Schools
1545 Wilshire Blvd Suite 700Los AngelesCA90017NAPCFor the Families Improving Education Init$1,667,891
Families in Schools
1545 Wilshire Blvd Suite 700Los AngelesCA90017NAPCFor unrestricted support$10,000
Family Hope
PO Box 94077PasadenaCA91109NAPCfor unrestricted support$500
FII - National
1203 Preservation Park Way Suite 1OaklandCA94612NAPCFor California activities$2,000
First Place for Youth
426 17th StreetOaklandCA94612NAPCFor health industry Linked Learning work$150,000
Flux Foundation
95 Orange Alley Suite 201San FranciscoCA94110NAPCTo build commty through art creation$1,000
Food Bank Contra Costa and Solano
PO Box 6324ConcordCA94524NAPCfor unrestricted support$7,500
Ford Theatre Foundation
2580 Cahuenga Blvd EastHollywoodCA90068NAPCTo engage in a planning process$20,000
Foundation for a College Education
PO Box 50518Palo AltoCA94303NAPCFor unrestricted support$10,000
Foundation for California Community Colleges
1102 Q Street Suite 3500SacramentoCA95811NASO ITo create Linked Learning pathways$1,850,000
Foundation for Sanger Schools
1905 7th StreetSangerCA93657NAPCIn support of scholarships$10,000
Fresh Lifelines for Youth Inc
568 Valley WayMilpitasCA95035NAPCFor expansion and evaluation$100,000
Fresh Meat Productions
375 27th Street ASan FranciscoCA94131NAPCFor arts engagement$27,500
Fresno Area Hispanic Foundation
1444 Fulton StFresnoCA93721NAPCIn support of the Downtown Business Hub$10,000
Fresno Art Museum
2233 North First StreetFresnoCA93703NAPCFor arts engagement$69,000
Fresno Police Chief's Foundation
PO Box 1289FresnoCA93715NAPCfor a situation room$10,000
Fresno Regional Foundation
5250 N Palm Avenue Suite 424FresnoCA93704NAPCFor regranting and donor dev program$1,000,000
Fresno Regional Foundation
5250 N Palm Avenue Suite 424FresnoCA93704NAPCFor the Community Ed and Ldshp Fund$50,000
Fresno Regional Foundation
5250 N Palm Avenue Suite 424FresnoCA93704NAPCFor the regranting of funds in SJ Valley$250,000
Friends for Youth Inc
1741 Broadway First FloorRedwood CityCA94063NAPCFor unrestricted support$2,500
Gamelan Sekar Jaya
3023 Shattuck AveBerkeleyCA94705NAPCFor Balinese music and dance sessions$10,000
Gay-Straight Alliance Network
1550 Bryant Street Suite 800San FranciscoCA94103NAPCTo establish a Gay-Straight Alliance (GSA)$100,000
Gay-Straight Alliance Network
1550 Bryant Street Suite 800San FranciscoCA94103NAPCFor support of California activities$500
Ghiberti Foundation
1100 California StreetSan FranciscoCA94108NAPCFor a communications workshop$5,000
Girls and Gangs
1968 W Adams Blvd 104Los AngelesCA90018NAPCFor unrestricted support$10,000
GMMB Inc
3050 K St NWWashingtonDC20007NANCFor Linked Learning communications$900,000
GMMB Inc
3050 K St NWWashingtonDC20007NANCFor Linked Learning communications$200,000
Golden Gate National Parks Conservancy
Fort Mason Building 201San FranciscoCA94123NAPCFor the Park Youth Collaborative$5,000
Grand Performances
350 S Grand Ave Suite A-4Los AngelesCA90071NAPCTo engage in a planning process$50,000
Grand Performances
350 S Grand Ave Suite A-4Los AngelesCA90071NAPCfor unrestricted support$1,000
Grand Performances
350 S Grand Ave Suite A-4Los AngelesCA90071NAPCFor a strategic planning process$55,000
Grand Vision Foundation
434 W6th StreetSan PedroCA90731NAPCFor a series of taiko drumming workshops$35,000
Grantmakers Concerned with Imm and Refugees
PO Box 1100SebastopolCA95473NAPCFor 2013 membership$4,000
Grantmakers for Education
720 SW Washington Street Suite 605PortlandOR97205NAPCFor 2013 membership dues$25,000
Grantmakers for Effective Organizations
1725 DeSales Street NW Suite 404WashingtonDC20036NAPCFor sponsorship of a conference$50,000
Grantmakers for Effective Organizations
1725 DeSales Street NW Suite 404WashingtonDC20036NAPCFor 2013 membership renewal$10,000
Grantmakers in the Arts
4055 21st Ave West Suite 100SeattleWA98199NAPCFor 2013 membership dues$25,000
Grants Managers Network
1666 K Street NW Suite 440WashingtonDC20006NAPCfor support of NorCal regional meetings$1,500
Grants Managers Network
1666 K Street NW Suite 440WashingtonDC20006NAPCFor 2013 membership$5,000
Grants Managers Network
1666 K Street NW Suite 440WashingtonDC20006NAPCTo sponsor a conference$6,500
Green Corps Inc
44 Winter Street Floor 4BostonMA02108NAPCFor activities in California$2,000
Greenlining Institute
1918 University Ave 2nd FloorBerkeleyCA94704NAPCFor capacity building$30,000
Greenlining Institute
1918 University Ave 2nd FloorBerkeleyCA94704NAPCTo improve voter information, a part of FOCE$90,0001724 Connecticut Avenue NW
Guidestar USA Inc
4801 Courthouse Street Suite 220WilliamsburgVA23188NAPCFor 2013 membership dues$25,000
HarderCompany Community Research
1450 Drew Avenue Suite 200DavisCA95618NANCTo complete an evaluation$190,000
Harvard University
48 Quincy StreetCambridgeMA02138NAPCTo study DACA$101,790
Headlands Center for the Arts
944 Fort BarrySausalitoCA94965NAPCTo support residencies for California artists$40,000
Healdsburg Jazz Festival Inc
PO Box 266HealdsburgCA95448NAPCTo establish a community choir$65,000
Health Career Connection
300 Frank H Ogawa Plaza Suite 243OaklandCA94612NAPCFor core support and regranting$125,000
HeART Project
1140 N Citrus AvenueLos AngelesCA90038NAPCfor unrestricted support$500
Higher Gliffs Inc
2721 60th AveOaklandCA94605NAPCfor unrestricted support$500
Highways Inc
1651 18th StreetSanta MonicaCA90404NAPCFor Dia de los Muertos events$40,000
Hispanics in Philanthropy
414 13th Street Suite 200OaklandCA94612NAPCFor 2013 membership dues$15,000
Homeboy Industries
130 W Bruno StLos AngelesCA90012NAPCfor unrestricted support$2,000
Homeless Prenatal Program
2500 18th StreetSan FranciscoCA94110NAPCTo support replication efforts$75,000
Humanities West
P O Box 546San FranciscoCA94104NAPCFor unrestricted support$500
Humboldt Area Foundation
363 Indianola RoadBaysideCA95524NAPCFor the Native Cultures Fund$80,000
Idris Ackamoor And Cultural Odyssey
PO Box 156680San FranciscoCA94115NAPCFor music workshops$80,000
ImpactAssets
7315 Wisconsin Avenue Suite 1000WBethesdaMD20814NAPCFor scholarship support of the SOCAP conf$5,000
Imperial Valley Community Foundation
1440 W Main StreetEl CentroCA92243NAPCFor core support$50,000
Imperial Valley Community Foundation
1440 W Main StreetEl CentroCA92243NAPCFor capacity building$19,442
Independent Sector
1602 L Street NW Suite 900WashingtonDC20036NAPCFor 2013 membership dues$15,000
Institute For Evidence-Based Change
171 Saxony Road Suite 108EncinitasCA92024NANCFor a district data system$250,000
Institute for Local Government
1400 K Street Suite 205SacramentoCA95814NAPCFor civic engagement$800,000
Instituto Mazatlan Bellas Artes De Sacramento
4300 Stockton BlvdSacramentoCA95820NAPCFor arts engagement$35,000
Intersection for the Arts
925 Mission Street Suite 109San FranciscoCA94103NAPCFor the Ragged Wing Ensemble$1,250
Intersection for the Arts
925 Mission Street Suite 109San FranciscoCA94103NAPCFor Emerging Arts Profs/SF Bay Area$10,000
Japanese American Cultural and Community Ctr
244 South San Pedro StreetLos AngelesCA90012NAPCFor unrestricted support$1,000
Jobs for the Future Inc
88 Broad StreetBostonMA02110NAPCFor technical assistance$250,000
Jobs for the Future Inc
88 Broad StreetBostonMA02110NAPCFor CA efforts in Pathways to Prosp Netwk$250,000
Joe Goode Performance Group
499 Alabama Street 150San FranciscoCA94110NAPCfor unrestricted support$500
Joe Goode Performance Group
499 Alabama Street 150San FranciscoCA94110NAPCfor the support of California activities$1,000
Kala Institute
1060 Heinz StreetBerkeleyCA94710NAPCTo provide residencies for CA artists$45,000
Kern Community Foundation
3300 Truxtun Ave Suite 220BakersfieldCA93301NAPCFor capacity building$150,000
Keshet Chaim Dance Ensemble
4155 Dixie Canyon AvenueSherman OaksCA91423NAPCFor arts engagement$60,000
Khmer Arts Academy
375 Redondo Ave Suite 156Long BeachCA90814NAPCFor arts engagement$50,000
KIPP Foundation
135 Main Street Suite 1700San FranciscoCA94105NAPCFor support of KIPP Bay Area$1,000
KITKA Inc
1201 Martin Luther King Jr WayOaklandCA94612NAPCFor the Song Gathering project$25,000
Knights of Indulgence Theatre United States
461 Sebastopol AveSanta RosaCA95401NAPCTo create bilingual plays$10,000
KQED Inc
2601 Mariposa StSan FranciscoCA94110NAPCFor governance and policy radio coverage$300,000
KQED Inc
2601 Mariposa StSan FranciscoCA94110NAPCfor unrestricted support$500
Kulintang Arts Inc
474 Faxon AvenueSan FranciscoCA94112NAPCFor arts engagement$12,500
Kuumbwa Jazz Society
320-2 Cedar StreetSanta CruzCA95060NAPCTo increase financial sustainability$64,000
La Cocina Inc
2948 Folsom StSan FranciscoCA94110NAPCfor unrestricted support$500
LA Freewaves
6522 Hollywood BlvdLos AngelesCA90028NAPCFor the Out the Window project$15,000
LA Gay and Lesbian Community Services Ctr
1625 North Schrader BlvdLos AngelesCA90028NAPCfor unrestricted support$1,500
La RazaGaleria Posada
2700 Front StSacramentoCA95818NAPCFor El Arte del Pueblo project$45,000
LA Stage Alliance
PO Box 811908Los AngelesCA90081NAPCTo provide core program support$42,000
LA's Promise
1035 S Grand Ave 2nd FloorLos AngelesCA90015NAPCTo sponsor LA Promise's Night of Achievements$5,000
Latino Ctr for Prevtn & Action in Health
450 W 4th Street Suite 130Santa AnaCA92701NAPCFor civic engagement$150,000
Latino Public Broadcasting
2550 North Hollywood Way Suite 420BurbankCA91505NAPCFor California activities$5,000
Latino Theater Company
514 S Spring StreetLos AngelesCA90013NAPCFor continued audience development$70,000
League of Women Voters of California Ed Fund
1107 9th Street Suite 300SacramentoCA95814NAPCTo improve county voter info guides$77,500
Liberty Hill Foundation
6420 Wilshire Blvd Suite 700Los AngelesCA90048NAPCFor regranting and leadership training$300,000
Liberty Hill Foundation
6420 Wilshire Blvd Suite 700Los AngelesCA90048NAPCFor executive coaching and a strategic plan$35,000
Little Manila Foundation
PO Box 1356StocktonCA95201NAPCFor general operating support$1,000
Long Beach Education Foundation
1515 Hughes WayLong BeachCA90810NAPCFor Linked Learning$250,000
Long Beach Opera
507 Pacific AveLong BeachCA90802NAPCFor arts engagement$75,000
Los Angeles 2020
350 S Grand Ave 25th floorLos AngelesCA91604NANCTo improve the City of Los Angeles' economy$50,000
Los Angeles Chamber Orchestra Society Inc
350 S Figueroa St Suite 183Los AngelesCA90071NAPCTo broaden audiences$65,000
Los Angeles Conservation Corps
PO Box 15868Los AngelesCA90015NAPCFor support of the Scholarship Program$25,000
Los Angeles County Museum of Art
5905 Wilshire BoulevardLos AngelesCA90036NAPCFor Cinema on the Move$240,000
Los Angeles Master Chorale Association
135 North Grand AvenueLos AngelesCA90012NAPCFor the LA is the World commissioning project$80,000
Los Angeles Metropolitan Debate Commission
355 S Grand Ave Fl 35Los AngelesCA90071NAPCFor unrestricted support$20,000
Los Angeles Nomadic Division Land
8033 Sunset Blvd 455Los AngelesCA90046NAPCFor Wildflowering LA$41,000
Los Angeles Opera Company
135 North Grand AvenueLos AngelesCA90012NAPCTo establish community opera choirs$300,000
Los Angeles Regional Food Bank
1734 E 41st StreetLos AngelesCA90058NAPCfor unrestricted support$1,000
Los Angeles Small Schools Center
350 S Bixel Street Suite 100Los AngelesCA90017NAPCTo develop regional Linked Learning pathways$1,500,000
Los Angeles Small Schools Center
350 S Bixel Street Suite 100Los AngelesCA90017NAPCFor capacity building$37,500
Los Angeles Small Schools Center
350 S Bixel Street Suite 100Los AngelesCA90017NAPCTo participate in Leading for Impact$38,000
Los Cenzontles Mexican Arts Center
13108 San Pablo AvenueSan PabloCA94805NAPCTo engage in a planning process$20,000
LSB Leakey Foundation for Research
1003 B OReilly AvenueSan FranciscoCA94129NAPCFor unrestricted support$10,000
Lula Washington Contemporary Dance Fndn
3773 Crenshaw BlvdLos AngelesCA90016NAPCTo support touring to underserved regions$80,000
Mainly Mozart Inc
444 West Beech Street Suite 220San DiegoCA92101NAPCFor arts engagement$125,000
Malashock Dance & Company
2650 Truxton Road Suite 202San DiegoCA92106NAPCFor capacity building$35,000
Malashock Dance & Company
2650 Truxton Road Suite 202San DiegoCA92106NAPCFor unrestricted support$2,500
Mammoth Art Guild Inc
dba Mono Council for the Arts PO BoMammoth LakesCA93546NAPCTo support an annual festival$20,000
MapLight
2223 Shattuck AveBerkeleyCA94704NAPCTo produce an online voter guide$200,000
Margaret Jenkins Dance Studio Inc
507 Polk Street 320San FranciscoCA94102NAPCFor the Choreographers in Mentorship Exchange$100,000
Marin Agricultural Land Trust
PO Box 809Point Reyes StationCA94956NAPCfor unrestricted support$2,000
Marin Community Clinic
1177 E Francisco Blvd Suite BSan RafaelCA94901NAPCFor unrestricted support$5,000
Maritime Museum Association of San Diego
1492 North Harbor DriveSan DiegoCA92101NAPCFor unrestricted support$5,000
MBA Project Inc
478 Santa Clara Ave Suite 200OaklandCA94610NAPCFor support of California activities$1,500
Meals on Wheels of San Francisco Inc
1375 Fairfax AvenueSan FranciscoCA94124NAPCfor unrestricted support$500
Mendocino Coast Botanical Gardens Corporation
18220 N Highway 1Fort BraggCA95437NAPCfor unrestricted support$2,500
Metropolitan Group
519 SW Third Avenue Suite 700PortlandOR97204NANCFor communications assistance$145,000
Mexican American Legal Defense and Ed Fund
634 S Spring St 11th FloorLos AngelesCA90014NAPCFor board capacity building$50,000
Mexican American Legal Defense and Ed Fund
634 S Spring St 11th FloorLos AngelesCA90014NAPCFor effective immigrant integration$150,000
Mexican American Legal Defense and Ed Fund
634 S Spring St 11th FloorLos AngelesCA90014NAPCfor CA Immigrant Youth Justice Alliance$225,000
Milken Institute
1250 Fourth StreetSanta MonicaCA90401NAPCFor support of the Milken Institute Summit$250,000
Mission Asset Fund
1470 ValenciaSan FranciscoCA94110NAPCFor core support$125,000
Mission Asset Fund
1470 ValenciaSan FranciscoCA94110NAPCFor technical assistance$100,000
Mission Edge San Diego
2245 San Diego Ave Ste 125San DiegoCA92110NAPCFor the Education Synergy Project (ESP)$10,000
Mission HUB LLC
901 Mission Street Suite 105San FranciscoCA94103NANCTo advance impact investing mvmt$50,000
Mobilize the Immigrant Vote
436 14th Street Suite 500OaklandCA94612NAPCTo engage immigrant voters$200,000
Montalvo Association
PO Box 158SaratogaCA95071NAPCTo provide residencies for California artists$40,000
Monterey Jazz Festival
P O Box JazzMontereyCA93942NAPCTo increase cultural participation$53,000
Monterey Museum Of Art
559 Pacific StreetMontereyCA93940NAPCTo increase cultural participation$62,000
Monterey Museum Of Art
559 Pacific StreetMontereyCA93940NAPCFor an executive search$25,000
Moolelo Performing Arts Company
PO Box 710564San DiegoCA92171NAPCFor an executive search$15,000
Movimiento de Arte y Cultura Latino Americana
510 South First StreetSan JoseCA95113NAPCTo engage in a planning process$20,000
Movimiento de Arte y Cultura Latino Americana
510 South First StreetSan JoseCA95113NAPCTo cultivate new audiences$60,000
Mozilla Foundation
650 Castro Street Suite 300Mountain ViewCA94041NAPCTo pilot virtual work based learning models$150,000
Mural Music and Arts Project
2043 Euclid AveEast Palo AltoCA94303NAPCfor unrestricted support$1,000
Mural Music and Arts Project
2043 Euclid AveEast Palo AltoCA94303NAPCFor unrestricted support$3,000
MUSAE
PO Box 410783San FranciscoCA94141NAPCfor unrestricted support$250
Museum of Art and History at McPherson Ctr
705 Front StreetSanta CruzCA95060NAPCTo engage in a planning process$20,000
Museum of Art and History at McPherson Ctr
705 Front StreetSanta CruzCA95060NAPCFor arts engagement$130,000
Museum of Art and History at McPherson Ctr
705 Front StreetSanta CruzCA95060NAPCFor arts engagement$49,000
Museum of Latin American Art
628 Alamitos AvenueLong BeachCA90802NAPCFor capacity building$37,500
Museum of the African Diaspora
685 Mission StreetSan FranciscoCA94105NAPCTo collect and archive digital narratives$50,000
Museum of the African Diaspora
685 Mission StreetSan FranciscoCA94105NAPCFor MoAD at Five: Campaign for the Future$500
Museum of the African Diaspora
685 Mission StreetSan FranciscoCA94105NAPCTo support an executive search and transition$20,000
Museum of Ventura County
100 East Main StreetVenturaCA93001NAPCTo build financial sustainability$90,000
Music National Service Initiative
3254 19th St Second FloorSan FranciscoCA94110NAPCTo support the geographic expansion$65,000
Music National Service Initiative
3254 19th St Second FloorSan FranciscoCA94110NAPCTo enable an organizational transition$11,000
Muttville
PO Box 410207San FranciscoCA94141NAPCfor unrestricted support$1,000
National Academy Foundation
218 West 40th Street 5th FloorNew YorkNY10018NAPCFor Linked Learning Pathways$1,650,000
National Academy Foundation
218 West 40th Street 5th FloorNew YorkNY10018NAPCFor Linked Learning Pathways$500,000
National Immigration Forum Inc
50 F Street NW Suite 300WashingtonDC20001NAPCTo engage business and faith leaders$200,000
National Immigration Law Center
3435 Wilshire Boulevard Suite 2850Los AngelesCA90010NAPCFor core support of California projects$250,000
National Opinion Research Ctr at U Chicago
1155 E 60th StreetChicagoIL60637NAPCFor a survey of arts participation$180,000
National Opinion Research Ctr at U Chicago
1155 E 60th StreetChicagoIL60637NAPCFor a survey of arts participation$130,000
National Steinbeck Center
One Main StreetSalinasCA93901NAPCTo engage in a planning process$50,000
National Steinbeck Center
One Main StreetSalinasCA93901NAPCFor capacity building$94,000
National Steinbeck Center
One Main StreetSalinasCA93901NAPCFor unrestricted support$15,000
National Steinbeck Center
One Main StreetSalinasCA93901NAPCFor unrestricted support$20,000
Native Americans in Philanthropy
2801 21st Avenue South Suite 132-DMinneapolisMN55407NAPCFor 2013 membership dues$1,500
Nativity Prep Academy of San Diego Inc
2755 55th StreetSan DiegoCA92105NAPCFor unrestricted support$5,000
Natl Assn of Latino Elected Officials Ed Fund
1122 W Washington Blvd 3rd FloorLos AngelesCA90015NAPCTo expand voter partic, as part of FOCE$180,000
Natl Committee for Responsive Philanthropy
1331 H Street NW Suite 200WashingtonDC20005NAPCFor 2013 membership dues$15,000
Near & Arnold's SPACE
508 W Perkins StUkiahCA95482NAPCFor the Dream Act Performance Proj$30,000
New Conservatory
25 Van Ness AvenueSan FranciscoCA94102NAPCTo promote cross-cultural understanding$77,000
New Conservatory
25 Van Ness AvenueSan FranciscoCA94102NAPCFor a leadership transition$32,500
New Conservatory
25 Van Ness AvenueSan FranciscoCA94102NAPCfor unrestricted support$3,000
New Conservatory
25 Van Ness AvenueSan FranciscoCA94102NAPCfor unrestricted support$3,000
New Conservatory
25 Van Ness AvenueSan FranciscoCA94102NAPCFor unrestricted support$4,000
New Teacher Center
725 Front Street Suite 400Santa CruzCA95060NAPCFor unrestricted support$5,000
Next Generation Scholars Inc
1018 E StreetSan RafaelCA94901NAPCFor unrestricted support$2,000
Next Generation Scholars Inc
1018 E StreetSan RafaelCA94901NAPCfor unrestricted support$500
Next Generation Scholars Inc
1018 E StreetSan RafaelCA94901NAPCfor unrestricted support$1,000
Next Generation Scholars Inc
1018 E StreetSan RafaelCA94901NAPCFor unrestricted support$5,000
Nonprofit Finance Fund
70 West 36th Street Eleventh FloorNew YorkNY10018NAPCTo support leaders seeking Pay for Success$2,500,000
Nonprofit Finance Fund
70 West 36th Street Eleventh FloorNew YorkNY10018NAPCTo support small commty based orgs$460,000
Nonprofit Finance Fund
70 West 36th Street Eleventh FloorNew YorkNY10018NAPCFor ArtPlace$1,000,000
Nonprofit Finance Fund
70 West 36th Street Eleventh FloorNew YorkNY10018NAPCFor a planning process for Pay for Success$50,000
Non-profit Technology Enterprise Network
1020 SW Taylor Street 800PortlandOR97205NAPCFor the Bay Area Bootcamps$5,000
North of Panhandle Neighborhood Association
c/o Leela Gill 850 Baker StreetSan FranciscoCA94115NAPCfor support of holiday lights on Divisadero$1,500
Northern California Center for the Arts
315 West Main StreetGrass ValleyCA95945NAPCFor a music mentor program$32,000
Northern California Grantmakers
625 Market Street 3rd FloorSan FranciscoCA94105NAPCFor executive search and strategic planning$35,000
Northern California Grantmakers
625 Market Street 3rd FloorSan FranciscoCA94105NAPCFor 2013 membership dues$15,000
Oakland Community Organizations Inc
7200 Bancroft Avenue 2 Eastmont MaOaklandCA94605NAPCFor Linked Learning engagement$300,000
Oakland Community Organizations Inc
7200 Bancroft Avenue 2 Eastmont MaOaklandCA94605NAPCFor capacity building$25,000
Oakland Community Organizations Inc
7200 Bancroft Avenue 2 Eastmont MaOaklandCA94605NAPCFor capacity building$30,000
Oakland Museum of California
1000 Oak StreetOaklandCA94607NAPCFor arts engagement$320,000
Oakland Museum of California
1000 Oak StreetOaklandCA94607NAPCFor arts engagement$300,000
Oakland Museum of California Foundation
1000 Oak StreetOaklandCA94607NAPCTo engage in a planning process$50,000
Oceanside Museum of Art
704 Pier View WayOceansideCA92054NAPCFor artist-in-residency projects$75,000
ODC
351 Shotwell StreetSan FranciscoCA94110NAPCFor arts engagement$75,000
Ojai Festivals Ltd
P O Box 185OjaiCA93024NAPCFor capacity-building projects$70,000
Old Skool Cafe
1429 Mendell StreetSan FranciscoCA94124NAPCFor unrestricted support$2,000
On Lok Inc
1333 Bush StreetSan FranciscoCA94109NAPCFor support of the Fremont Center$35,000
Opportunity Fund Northern California
111 W St John Street Suite 800San JoseCA95113NAPCFor unrestricted support$10,000
Orange Cty Commtys Organized for Resp Dev
13252 Garden Grove Blvd Suite 209Garden GroveCA92843NAPCTo promote district-based elections$225,000
Outfest
3470 Wilshire Blvd Suite 935Los AngelesCA90010NAPCFor Fusion Lab$72,000
Pacific Arts Movement
2508 Historic Decatur Road Suite 1San DiegoCA92106NAPCTo provide mobile exhibitions$75,000
Pacific Asia Museum
46 North Los Robles AvenuePasadenaCA91101NAPCFor unrestricted support$10,000
Pacific Environment and Resources Center
251 Kearny Street Second FloorSan FranciscoCA94108NAPCFor activities in California$4,000
Pacific Symphony
3631 S Harbor Blvd Ste 100Santa AnaCA92704NAPCTo engage in a planning process$50,000
Pacific Symphony
3631 S Harbor Blvd Ste 100Santa AnaCA92704NAPCTo support 'aMUSEd'$250,000
Palm Springs International Film Society
1700 E Tahquitz Canyon Way SuitePalm SpringsCA92262NAPCFor a program of multicultural short films$220,000
Palo Alto Community Fund
PO Box 50634Palo AltoCA94303NAPCfor unrestricted support$10,000
Pasadena City College Foundation Inc
1570 E Colorado BlvdPasadenaCA91106NAPCFor support of the Annual Fund$1,000
Pasadena Education Network
3579 E Foothill Blvd 481PasadenaCA91107NAPCFor unrestricted support$1,000
Pasadena Symphony Association
2 North Lake Ave Suite 1080PasadenaCA91101NAPCTo support Random Acts of Music$100,000
Peace 4 Kids
PO Box 5347ComptonCA90224NAPCFor core support$25,000
Peoples Grocery
909 7th StreetOaklandCA94607NAPCfor unrestricted support$250
Performing Arts Center of Los Angeles County
dba The Music Center 135 N Grand ALos AngelesCA90012NAPCTo engage in a planning process$50,000
Performing Arts Center of Los Angeles County
dba The Music Center 135 N Grand ALos AngelesCA90012NAPCFor Active Arts at the Music Center$200,000
Performing Arts Center of Los Angeles County
dba The Music Center 135 N Grand ALos AngelesCA90012NAPCTo transform the new Grand Park$350,000
Philanthropy for Active Civic Engagement
1201 15th Street NW Suite 420WashingtonDC20005NAPCFor 2013 membership$10,000
Philanthropy Roundtable
1730 M Street NW Suite 601WashingtonDC20036NAPCFor 2013 membership dues$2,500
Philanthropy Roundtable
1730 M Street NW Suite 601WashingtonDC20036NAPCFor sponsorship of a conference$5,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610NAPCTo increase voter and civic engagement$300,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610NAPCTo engage grassroots leaders$200,000
Planned Parenthood Los Angeles
400 West 30th StreetLos AngelesCA90007NAPCfor unrestricted support$1,000
Playhouse Arts
1251-9th StArcataCA95521NAPCFor Living Together$15,000
Playworks Education Energized
380 Washington StreetOaklandCA94607NAPCFor core support$125,000
Playworks Education Energized
380 Washington StreetOaklandCA94607NAPCTo expand programming$100,000
Playwrights Project
3675 Ruffin Road Ste 330San DiegoCA92123NAPCTo create new works of theater$40,000
Poets & Writers Inc
90 Broad Street Suite 2100New YorkNY10004NAPCTo support public literary events$133,000
Policy Impact
1107 9th Street Suite 500SacramentoCA95814NAPCFor the Linked Learning Alliance$650,000
Policy Impact
1107 9th Street Suite 500SacramentoCA95814NAPCFor the Linked Learning Alliance$25,000
Policy Impact
1107 9th Street Suite 500SacramentoCA95814NAPCFor the Linked Learning Alliance$280,000
PolicyLink
1438 Webster Street Suite 303OaklandCA94612NAPCFor SJ Valley regranting and tech assist$225,000
Porterville Education Foundation
P O Box 1150PortervilleCA93258NAPCFor Linked Learning$250,000
Precita Eyes Muralists
2981 24th StSan FranciscoCA94110NAPCFor the St Peter's Mural Project$5,000
Prison University Project Inc
PO Box 492San QuentinCA94964NAPCFor unrestricted support$2,500
Prison University Project Inc
PO Box 492San QuentinCA94964NAPCFor core support$25,000
Project by Project
PO Box 7093 General Post OfficeNew YorkNY10116NAPCfor support of an event$2,000
PTA CA Cong of Parents Teachers & Students
400 Packet Landing RdAlamedaCA94502NAPCFor second grade activities$1,500
PTA CA Cong of Parents Teachers & Students
1757 Mountain BoulevardOaklandCA94611NAPCFor Montclair Elementary School PTA$750
Public Policy Institute of California
500 Washington Street Suite 600San FranciscoCA94111NAPCFor Californians and Their Government survey$1,333,000
Public Policy Institute of California
500 Washington Street Suite 600San FranciscoCA94111NAPCFor California's Future Speaker Series$10,000
Queer Women of Color Media Arts Project
59 Cook StreetSan FranciscoCA94118NAPCFor the Film & Freedom Academy$34,000
Radio Bilingue Inc
PO Box 40820PasadenaCA91114NAPCfor the support of activities in California$1,000
Radio Bilingue Inc
5005 E Belmont AveFresnoCA93727NAPCFor governance reporting from the SJ Valley$150,000
Radio Bilingue Inc
5005 E Belmont AveFresnoCA93727NAPCTo support Raices: Art Moments on Radio$176,000
Redlands Community Music Association Inc
168 South Eureka Street PO Box 4RedlandsCA92373NAPCFor two new sing-along programs$65,000
Redwood Empire Food Bank
3990 Brickway BlvdSanta RosaCA95403NAPCfor unrestricted support$7,500
Regents of the University of California
1111 Franklin Street 12th FloorOaklandCA94607NAPCFor research on new voters$160,000
Regents of the University of California
1111 Franklin Street 12th FloorOaklandCA94607NAPCFor research on voters$100,000
Regents of the University of California
1111 Franklin Street 12th FloorOaklandCA94607NAPCFor the UCLA Luskin Inst on Urban Life$300,000
Regents of the University of California
1111 Franklin Street 12th FloorOaklandCA94607NAPCFor HS dropout research$150,000
Regents of the University of California
1111 Franklin Street 12th FloorOaklandCA94607NAPCFor Linked Learning technical assistance$250,000
Regents of the University of California
1111 Franklin Street 12th FloorOaklandCA94607NAPCFor palliative care information sharing$70,000
Resource Conservation Dist of Santa Cruz Cty
820 Bay Avenue Suite 128CapitolaCA95010NAPCFor charitable activitie$125,000
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NAPCTo conduct regranting and technical assist$200,000
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NAPCTo develop a plan for the CA State Parks$150,000
Riverside Art Museum
3425 Mission InnRiversideCA92501NAPCFor Riverside Art Make$86,000
Riverside Community College District Fdn
4800 Magnolia AvenueRiversideCA92506NAPCTo support the Riverside Learning Partnership$110,000
roadtripnationdotrg
853 West 17th Street Unit ACosta MesaCA92627NAPCTo integrate Roadtrip Nation with Linked Lng$150,000
Rock the Vote
1001 Connecticut Ave NW Suite 640WashingtonDC20036NAPCFor technical tools development$195,000
Rockwood Leadership Institute
426 17th Street 4th FloorOaklandCA94612NAPCFor the Community Leadership Project$190,000
Rockwood Leadership Institute
426 17th Street 4th FloorOaklandCA94612NAPCFor core support$2,000
Rockwood Leadership Institute
426 17th Street 4th FloorOaklandCA94612NAPCFor Fellowship for a New California$50,000
Rose Foundation for Commties and the Enviro
1970 Broadway Suite 600OaklandCA94612NAPCFor the Community Leadership Project$700,000
Rotacare Bay Area Inc
PO Box 18430San JoseCA95158NAPCfor unrestricted support$5,000
Ryman Carroll Foundation
315 W Ninth Street Suite 806Los AngelesCA90015NAPCFor The Big Draw LA$185,000
Sacramento Ballet Association
1631 K StreetSacramentoCA95814NAPCTo increase financial sustainability$24,000
Sacramento Housing Alliance
1800 21st Street Suite 100SacramentoCA95811NAPCFor Sac Boards & Commissions Ldshp Inst$75,000
San Bernardino Symphony Association
198 N Arrowhead AveSan BernardinoCA92408NAPCFor Mosaico Music Festival$69,000
San Diego Grantmakers
5060 Shoreham Place Suite 350San DiegoCA92122NAPCFor unrestricted support$5,000
San Diego Grantmakers
5060 Shoreham Place Suite 350San DiegoCA92122NAPCFor 2013 membership$10,000
San Diego Museum of Art
PO Box 122107San DiegoCA92112NAPCFor arts engagement$267,000
San Diego Organizing Project
4305 University Ave Suite 530San DiegoCA92105NAPCFor civic engagement$125,000
San Diego Symphony Orchestra Association
1245 Seventh AvenueSan DiegoCA92101NAPCFor Your Song, Your Story$325,000
San Diego Watercolor Society
2825 Dewey Road Suite105San DiegoCA92106NAPCFor arts engagement$16,000
San Francisco AIDS Foundation
1035 Market Street Suite 400San FranciscoCA94103NAPCfor support of the 474 Castro campaign$15,000
San Francisco AIDS Foundation
1035 Market Street Suite 400San FranciscoCA94103NAPCFor unrestricted support$3,000
San Francisco Ballet Association
455 Franklin StreetSan FranciscoCA94102NAPCFor social media training$230,000
San Francisco Bicycle Coalition Ed Fund
833 Market Street 10th FloorSan FranciscoCA94103NAPCFor unrestricted support$4,000
San Francisco Contemporary Music Players
55 New Montgomery Street Suite 708San FranciscoCA94105NAPCFor arts engagement$25,000
San Francisco First Tee
99 Harding RdSan FranciscoCA94132NAPCfor unrestricted support$3,000
San Francisco Food Bank
900 Pennsylvania AveSan FranciscoCA94107NAPCfor unrestricted support$1,250
San Francisco Friends School
250 Valencia StreetSan FranciscoCA94103NAPCfor unrestricted support$1,000
San Francisco Friends School
250 Valencia StreetSan FranciscoCA94103NAPCFor the Community Scholars Program$5,000
San Francisco Korean Immersion Ed Alliance
360 Ritch Street Suite 201San FranciscoCA94107NAPCFor unrestricted support$3,000
San Francisco Museum of Modern Art
151 Third StreetSan FranciscoCA94103NAPCFor a photography tour$400,000
San Francisco Opera Association
301 Van Ness AvenueSan FranciscoCA94102NAPCFor unrestricted support$10,000
San Francisco Opera Association
301 Van Ness AvenueSan FranciscoCA94102NAPCFor unrestricted support$5,000
San Francisco Parks Alliance
PO Box 170160San FranciscoCA94117NAPCfor support of Marina Green park maintenance$2,500
San Francisco Symphony
Davies Symphony Hall 201 Van Ness ASan FranciscoCA94102NAPCTo create innovative programs$210,000
San Francisco Symphony
Davies Symphony Hall 201 Van Ness ASan FranciscoCA94102NAPCFor music education$10,000
San Luis Obispo County Community Foundation
550 Dana StreetSan Luis ObispoCA93401NAPCFor community foundation capacity bldg$25,000
San Luis Obispo Museum of Art
1010 Broad StreetSan Luis ObispoCA93401NAPCFor capacity building$50,000
Santa Barbara Contemporary Arts Forum Inc
653 Paseo NuevoSanta BarbaraCA93101NAPCFor capacity building$67,000
Santa Barbara Contemporary Arts Forum Inc
653 Paseo NuevoSanta BarbaraCA93101NAPCFor capacity building$32,500
Santa Barbara Opera Association
1330 State Street Suite 209Santa BarbaraCA93101NAPCFor capacity building$49,000
Santa Barbara Symphony Orchestra Association
1330 State Street Suite 102Santa BarbaraCA93101NAPCFor capacity building$87,000
Search to Involve Pilipino Americans
3200 West Temple StreetLos AngelesCA90026NAPCFor general operating support$500
Self-Help for the Elderly
407 Sansome StreetSan FranciscoCA94111NAPCIn support of the Jackie Chan Center$1,000
Self-Help Graphics and Arts Inc
1300 East 1st StreetLos AngelesCA90033NAPCFor Barrio Mobile Art$40,000
Sew Productions
777 Jones StreetSan FranciscoCA94109NAPCTo diversify participation in the Bay Area$25,000
SFSPCA
201 Alabama StreetSan FranciscoCA94103NAPCfor unrestricted support$1,250
Shakespeare San Francisco
PO Box 460937San FranciscoCA94146NAPCFor arts engagement$100,000
Sikh American Legal Defense and Ed Fund Inc
1012 14th St NW Suite 450WashingtonDC20005NAPCfor research, evaluation and education effort$2,000
Silicon Valley Creates
4 North Second Street Suite 500San JoseCA95113NAPCFor genARTS Silicon Valley$17,000
Skirball Cultural Center
2701 North Sepulveda BoulevardLos AngelesCA90049NAPCTo sustain Latin American audiences$50,000
SoCal Asian American Studies Central
120 Judge John Aiso StreetLos AngelesCA90012NAPCFor the Armed with a Camera fellowship$33,000
SoCal Asian American Studies Central
120 Judge John Aiso StreetLos AngelesCA90012NAPCFor capacity building$27,500
Social Policy Research Associates Inc
1330 Broadway Suite 1526OaklandCA94612NANCFor evaluation$55,667
Social Science Research Council
15th Floor 300 Cadman Plaza WestBrooklynNY11201NAPCFor the Human Development Index for CA$37,500
Soldiers Project
4605 Lankershim Blvd Suite 221North HollywoodCA91602NAPCfor unrestricted support$750
Soldiers Project
4605 Lankershim Blvd Suite 221North HollywoodCA91602NAPCfor support of California activities$1,000
Soldiers Project
4605 Lankershim Blvd Suite 221North HollywoodCA91602NAPCFor California activities$2,000
Sonoma County Museum Foundation
425 7th StreetSanta RosaCA95401NAPCFor an art and storytelling project$75,000
South Bay Center for Counseling & Human Dev
360 N Sepulveda Blvd Suite 2075El SegundoCA90245NAPCFor Linked Learning pathways$200,000
South Coast Repertory Inc
655 Town Center Drive PO Box 2197Costa MesaCA92628NAPCFor Dialogue/Dialogos SCR$365,000
Southern California Grantmakers
1000 N Alameda St Suite 230Los AngelesCA90012NAPCFor 2013 membership dues$15,000
Southern California Grantmakers
1000 N Alameda St Suite 230Los AngelesCA90012NAPCFor core operating support$67,000
Southern California Public Radio
474 South Raymond AvenuePasadenaCA91105NAPCFor coverage of CA governance issues$200,000
Southern California Public Radio
474 South Raymond AvenuePasadenaCA91105NAPCFor unrestricted support$10,000
Southern California Public Radio
474 South Raymond AvenuePasadenaCA91105NAPCFor unrestricted support$10,000
Southwest Chamber Music Society
530 South Lake Avenue 321PasadenaCA91101NAPCTo support the LA Intl New Music Festival$45,000
SpectorDance
3343 Paul Davis DriveMarinaCA93933NAPCFor East/West$25,000
SRI International
333 Ravenswood AvenueMenlo ParkCA94025NAPCFor a Linked Learning evaluation$1,000,000360 N Sepulveda Blvd Suite 2075
SRI International
333 Ravenswood AvenueMenlo ParkCA94025NAPCFor a Linked Learning evaluation$400,000360 N Sepulveda Blvd Suite 2075
St Agatha Church
2646 S MansfieldLos AngelesCA90016NAPCfor the support of SHARE Ministry$3,000
Stanford University
Office of the President Building 10StanfordCA94305NAPCFor the District Initiative Leadership Series$600,000
State Street Ballet
2285 Las Positas RdSanta BarbaraCA93105NAPCFor capacity building$88,000
Stern Grove Festival Association
832 Folsom Street Suite 1000San FranciscoCA94107NAPCFor Grove on the Road$64,000
Strategic Concepts in Organizing & Policy Ed
1715 W Florence AvenueLos AngelesCA90047NAPCFor partnership with California Calls$400,000
Strategic Concepts in Organizing & Policy Ed
1715 W Florence AvenueLos AngelesCA90047NAPCTo explore reforms$150,000
Strategic Concepts in Organizing & Policy Ed
1715 W Florence AvenueLos AngelesCA90047NAPCFor partnership with California Calls$105,000
Strategic Concepts in Organizing & Policy Ed
1715 W Florence AvenueLos AngelesCA90047NAPCFor partnership with California Calls$120,000
Street Poets Inc
2116 Arlington Ave Suite 310Los AngelesCA90018NAPCFor the creation of the Poetry in Motion Van$100,000
Summer Search
500 Sansome Street Suite 350San FranciscoCA94111NAPCfor activities in California$500
Surfrider Foundation
PO Box 6010San ClementeCA92674NAPCfor activities in California$1,000
Taller San Jose
801 North BroadwaySanta AnaCA92701NAPCFor health industry Linked Learning work$150,000
TCC Group
31 West 27th Street 4th FloorNew YorkNY10001NANCFor technical assistance$450,000
TCC Group
31 West 27th Street 4th FloorNew YorkNY10001NANCFor technical assistance$185,000
TCC Group
31 West 27th Street 4th FloorNew YorkNY10001NANCFor technical assistance$215,000
Teach for America Inc
315 W 36th St 7th FloorNew YorkNY10018NAPCfor the Sponsor a Teacher Campaign$5,000
Teada Productions
522 Wilshire Blvd Suite HSanta MonicaCA90401NAPCFor Building Power through Performance$15,000
Temple Sinai
2808 Summit StreetOaklandCA94609NAPCIn the People of the Book Literacy Project$750
The AjA Project
PO Box 15695San DiegoCA92175NAPCFor arts engagement$25,000
The Aspen Institute Inc
One Dupont Circle NW Suite 700WashingtonDC20036NAPCFor The Aspen Inst Prog on Philan$10,000
The Aspen Institute Inc
One Dupont Circle NW Suite 700WashingtonDC20036NAPCFor the Opportunity Youth Incentive Fund$150,000
The Assistance League of Fresno
2037 W Bullard Ave PMB 306FresnoCA93711NAPCFor unrestricted support$10,000
The California 4-H Foundation
PO Box 73673DavisCA95617NAPCFor the Revolution of Responsibility$2,500
The Commonwealth Club of California
595 Market Street Suite 200San FranciscoCA94105NAPCFor facility renovations$500,000
The Community Foundation
3700 Sixth Street Suite 200RiversideCA92501NAPCFor Linked Learning work$1,400,000
The Community Foundation
3700 Sixth Street Suite 200RiversideCA92501NAPCTo accelerate the organization's growth$166,000
The Community Foundation
3700 Sixth Street Suite 200RiversideCA92501NAPCFor the Arts Regranting Program/Inland Empire$250,000
The Crucible
1260 7th StreetOaklandCA94607NAPCTo engage in a planning process$50,000
The Crucible
1260 7th StreetOaklandCA94607NAPCTo support a strategic planning process$35,000
The Cultural Landscape Foundation
1711 Connecticut Avenue NW Suite 2WashingtonDC20009NAPCfor What's Out There Weekend LA$2,000
The Foundation Center
79 Fifth AvenueNew YorkNY10003NAPCFor sponsorship of Arts Month$5,000
The Foundation Center
79 Fifth AvenueNew YorkNY10003NAPCFor 2013 membership renewal$15,000
The New Childrens Museum
200 West Island AveSan DiegoCA92101NAPCFor the Mass Creativity Event series$175,000
The Redwoods-Community of Seniors
40 Camino AltoMill ValleyCA94941NAPCFor support of the capital campaign$5,000
The Robey Theatre Company
514 South Spring StreetLos AngelesCA90013NAPCFor History Discovered$10,000
The RP Group Inc
2600 Tenth Street Suite 435BerkeleyCA94710NAPCTo support an executive transition and search$25,000
The Trust for Public Land
101 Montgomery Street Suite 900San FranciscoCA94104NAPCfor support of California activities$1,250
The University of Chicago
5801 S EllisChicagoIL60637NAPCTo research DACA$125,000
Theatre and Arts Foundation of San Diego Cty
dba La Jolla Playhouse PO Box 120La JollaCA92039NAPCFor arts engagement$225,000
Theatre Bay Area
1119 Market St 2nd FloorSan FranciscoCA94103NAPCTo provide core program support$42,000
Theatre of Hearts Inc
672 La Fayette Park Place 47Los AngelesCA90057NAPCFor the Creative Aging Artists Init$39,000
Tides Center
PO Box 29907San FranciscoCA94129NAPCTo support the LeaderSpring project$50,000
Tides Center
PO Box 29907San FranciscoCA94129NAPCTo sponsor an event$5,000
Tides Center
PO Box 29907San FranciscoCA94129NAPCFor EPIP dues$5,000
Tides Center
PO Box 29907San FranciscoCA94129NAPCFor the Orange County Civic Leadership Init$100,000
Toolwire
7031 Koll Center Parkway Suite 220PleasantonCA94566NANCTo pilot virtual work based learning models$150,000
TransForm CA
436 14th Street Suite 600OaklandCA94612NAPCFor civic engagement$237,500
TransForm CA
436 14th Street Suite 600OaklandCA94612NAPCFor core support$125,000705 Front Street
TransForm CA
436 14th Street Suite 600OaklandCA94612NAPCTo expand the GreenTRIP model$100,000
Transportation for a Livable City
995 Market Street Suite 1550San FranciscoCA94103NAPCTo support Sunday Streets activities$500
UFW Foundation
4545 E Cesar Chavez AvenueLos AngelesCA90022NAPCTo support the Farm Worker Voices Campaign$175,000
Union Station Homeless Services
825 East Orange Grove BlvdPasadenaCA91104NAPCFor unrestricted support$10,000
United States Artists Inc
5757 Wilshire Blvd Suite 580Los AngelesCA90036NAPCFor USA Artist Awards$40,000
United Way of the Bay Area
221 Main Street Suite 300San FranciscoCA94105NAPCFor core support$25,000
United Way of the Bay Area
221 Main Street Suite 300San FranciscoCA94105NAPCTo sponsor an event$5,000
United Way Inc
1150 South Olive Street T500Los AngelesCA90015NAPCTo build a Linked Learning coalition$675,000
United Way Inc
1150 South Olive Street T500Los AngelesCA90015NAPCTo engage people around Linked Learning$375,000
UNITE-LA Inc
350 S Bixel StLos AngelesCA90017NAPCTo engage people around Linked Learning$350,000
University of California Berkeley Foundation
2080 Addison Street 4200BerkeleyCA94720NAPCIn support of the UC Botanic Garden$5,000
University of San Diego
5998 Alcala ParkSan DiegoCA92110NAPCFor scholarships at the Inst for Nonprofit Ed$5,000
University of San Diego
5998 Alcala ParkSan DiegoCA92110NAPCFor support of the SOLES Global Center Endwmt$10,000
University of San Diego
5998 Alcala ParkSan DiegoCA92110NAPCFor the support of SOLES Hispanic Youth Inst$10,000
University of Southern California
Office of the President UniversityLos AngelesCA90089NAPCFor the Ctr for the Study of Immigrant Integ$200,000
University of Southern California
Office of the President UniversityLos AngelesCA90089NAPCTo conduct research on social equity issues$121,910
University of Southern California
Office of the President UniversityLos AngelesCA90089NAPCFor KUSC's coverage of the arts$50,000
University of Southern California
Office of the President UniversityLos AngelesCA90089NAPCfor USC Latino Alumni Association$35,000
University of Southern California
Office of the President UniversityLos AngelesCA90089NAPCfor unrestricted support of KUSC-FM$5,000
University of Southern California
Office of the President UniversityLos AngelesCA90089NAPCFor core support$25,000
University of Southern California
Office of the President UniversityLos AngelesCA90089NAPCFor the Ctr on Philan and Public Policy$10,000
University of Southern California
Office of the President UniversityLos AngelesCA90089NAPCFor a study on the econ impact of immigration$18,000
University of the Pacific
3601 Pacific AveStocktonCA95817NAPCFor arts engagement$48,000
Urban Habitat Program
1212 Broadway Suite 500OaklandCA94612NAPCFor capacity building$150,000
Urban Strategies Council
1720 Broadway Floor 2OaklandCA94612NAPCFor civic engagement$100,000
Urban Tilth
31 Maine AvenueRichmondCA94804NAPCfor unrestricted support$500
Urban Tilth
31 Maine AvenueRichmondCA94804NAPCfor Spiral Gardens Commty Food Sec Proj$1,000
Valley Humane Society Inc
3670 Nevada StreetPleasantonCA94566NAPCfor unrestricted support$2,500
Valley Humane Society Inc
3670 Nevada StreetPleasantonCA94566NAPCfor unrestricted support$1,250
Valley Public Television Inc
1544 Van Ness AvenueFresnoCA93721NAPCFor 'ValleyPBS by You'$250,000
Valley Public Television Inc
1544 Van Ness AvenueFresnoCA93721NAPCFor capacity building$37,500
Venice Arts
1702 Lincoln BlvdVeniceCA90291NAPCFor Community Story Lab$83,000
Venice Japanese Community Center
12448 Braddock DriveLos AngelesCA90066NAPCfor unrestricted support$1,000
Verified Voting Foundation Inc
PO Box 4104CarlsbadCA92018NAPCTo expand secure voting technologies$70,000
Virtual Enterprises International Inc
122 Amsterdam AvenueNew YorkNY10023NAPCTo pilot virtual work based learning models$165,000
Watsonville Law Center
315 Main Street Suite 207WatsonvilleCA95076NAPCTo improve health care for injured workers$75,000
West Contra Costa Public Education Fund
217C West Richmond AvenueRichmondCA94801NAPCFor support of the scholarships program$20,000
Western Alliance of Arts Administrators Fdns
715 SW Morrison Suite 600PortlandOR97205NAPCFor the Western Arts Alliance conference$5,000
White Ash Broadcasting Inc
3437 West Shaw Avenue 101FresnoCA93711NAPCFor coverage of CA governance issues$112,500
Will Geer Theatricum Botanicum
PO Box 1222TopangaCA90290NAPCTo provide an immersive theatre program$90,000
Women's Foundation of California
340 Pine Street Suite 302San FranciscoCA94104NAPCFor program planning$50,000
Working Partnerships USA
2102 Almaden Road Suite 107San JoseCA95125NAPCFor civic engagement$150,000
World Trust Educational Services Inc
8115 McCormick AvenueOaklandCA94605NAPCfor unrestricted support$500
Year Up Inc
93 Summer Street 5th FloorBostonMA02110NAPCTo expand in Silicon Valley$225,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103NAPCTo engage in a planning process area$50,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103NAPCTo create YBCA:Away$300,000
YMCA of Metropolitan Los Angeles
625 South New Hampshire AvenueLos AngelesCA90005NAPCFor the Westchester YMCA$500
Yolo County Arts Council Inc
PO Box 8250WoodlandCA95776NAPCFor arts engagement$30,000
Yolo Hospice Inc
1909 Galileo Ct Suite A PO BoxDavisCA95617NAPCFor unrestricted support$1,000
Youth Radio
1701 Broadway AveOaklandCA94612NAPCFor Linked Learning pathways$150,000
Youth Uprising
8711 MacArthur BlvdOaklandCA94605NAPCFor Linked Learning pathways$150,000
ZeroDivide
255 California Street Suite 800San FranciscoCA94111NAPCfor support of activities in California$2,500
ZeroDivide
255 California Street Suite 800San FranciscoCA94111NAPCfor support of activities in California$1,250
Zocalo Public Square
5042 Wilshire Blvd 288Los AngelesCA90036NAPCTo foster dialogue on nonprofit arts$142,000
TOTAL MATCHING GIFTS
VariousVariousVA11111NAPCThe foundation matches at a ratio of 3:1$417,541
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$77,952,786TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (119 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU Fdn of San Diego & Imperial Counties Inc
PO Box 87131San DiegoCA92138NAPCFor voter reg infrastructure, part of FOCE$250,000
Advancement Project
1910 West Sunset Blvd Suite 500Los AngelesCA90026NAPCTo transition to a new org ldshp model$37,500
American Friends Service Committee
1501 Cherry StreetPhiladelphiaPA19102NAPCFor the Tamejavi Cultural Org Fellowship$84,000
Anaheim Ballet
280 East Lincoln AvenueAnaheimCA92805NAPCTo present public dance performances$32,500
APALC
1145 Wilshire BlvdLos AngelesCA90017NAPCTo support the CIPC$125,000
APALC
1145 Wilshire BlvdLos AngelesCA90017NAPCTo increase language assistance for voters$145,000
Arts for LA
1149 S Hill Suite H-100Los AngelesCA90015NAPCTo produce Arts Day events in Los Angeles$15,000
Asian Pacific Environmental Network
310 8th Street Suite 309OaklandCA94607NAPCFor civic engagement$150,000
Augenblick Palaich and Associates Inc
1120 Lincoln Suite 1101DenverCO80203NANCTo study Linked Learning implementation in CA$175,000
Bay Area Partnership
1330 Broadway Suite 601OaklandCA94612NAPCTo more tightly align programs with LL$100,000
Bay Area Video Coalition Inc
2727 Mariposa 2nd FloorSan FranciscoCA94110NAPCTo engage low-income pops in media-making$103,000
California Alliance for Arts Education
495 E Colorado BlvdPasadenaCA91101NAPCTo build capacity for arts education advocacy$175,000
California Budget Project
1107 9th Street Suite 310SacramentoCA95814NAPCTo conduct analyses of state budget issues$125,000
California Public Interest Rsch Group Ed Fund
369 Broadway Suite 200San FranciscoCA94133NAPCTo conduct research, as part of FOCE$112,500
California Science Center Foundation
700 Exposition Park DriveLos AngelesCA90037NAPCFor the EndeavourLA Campaign$1,000,000
California Shakespeare Theater
701 Heinz AvenueBerkeleyCA94710NAPCFor arts engagement$750,000
California State University Foundation
401 Golden Shore 6th FloorLong BeachCA90802NAPCFor Linked Learning pathways$1,500,000
California Voter Foundation
PO Box 189277SacramentoCA95818NAPCTo improve elec'n admin, as part of FOCE$70,000
CCAEJ
PO Box 33124RiversideCA92519NAPCTo test approaches to increase voter partic$100,000
Center for Land-Based Learning
5265 Putah Creek RoadWintersCA95694NAPCTo expand the number of SLEWS programs$72,500
Central West Ballet
5039 Pentecost Drive Suites B1/B2ModestoCA95356NAPCTo engage community members with ballet$52,000
Charles W Bowers Museum Corporation
2002 N Main StreetSanta AnaCA92706NAPCFor arts engagement$1,200,000
Children Now
1404 Franklin Street Suite 700OaklandCA94612NAPCFor education policy efforts$200,000
Clergy and Laity United for Econ Just CA
1345 Burlington Avenue Suite 206Los AngelesCA90006NAPCFor arts engagement$100,000
Coalition for Humane Immigrant Rights of LA
2533 West 3rd St Suite 101Los AngelesCA90057NAPCTo test approaches to increase voter partic$300,000
Collage Dance Theatre
2934 1/2 Beverly Glen Circle SuiteLos AngelesCA90077NAPCFor civic engagement$25,000
Common Cause
453 S Spring Street Suite 401Los AngelesCA90013NANCTo improve the ballot initiative process$700,000
Commty Coalition for Subst Abuse Prevention
8101 S Vermont AvenueLos AngelesCA90044NAPCTo test approaches to increase voter partic$300,000
Community Partners
1000 N Alameda St Ste 240Los AngelesCA90012NAPCFor election policy reforms, through FOCE$470,000
Community Partners
1000 N Alameda St Ste 240Los AngelesCA90012NAPCFor AABLI$75,000
Company of Angels Inc
PO Box 3480Los AngelesCA90078NAPCFor arts engagement$10,000
ConnectEd
2150 Shattuck Avenue Suite 1200BerkeleyCA94704NAPCFor the Linked Learning District Init$500,000
ConnectEd
2150 Shattuck Avenue Suite 1200BerkeleyCA94704NAPCFor technical assistance$500,000
Cornerstone Theater Company
708 Traction AveLos AngelesCA90013NAPCFor arts engagement$750,000
Craft and Folk Art Museum Incorp Egg and Eye
5814 Wilshire BlvdLos AngelesCA90036NAPCFor arts engagement$50,000
CSU Fresno Foundation
4910 N ChestnutFresnoCA93726NAPCFor the CA Partnership for the San Joaq Vlly$200,000
EdSource Inc
436 14th Street Suite 723OaklandCA94612NAPCTo elevate college and career readiness$250,000
Ford Theatre Foundation
2580 Cahuenga Blvd EastHollywoodCA90068NAPCFor arts engagement$740,000
Fresh Meat Productions
375 27th Street ASan FranciscoCA94131NAPCFor arts engagement$27,500
Fresno Art Museum
2233 North First StreetFresnoCA93703NAPCFor arts engagement$47,000
Gay-Straight Alliance Network
1550 Bryant Street Suite 800San FranciscoCA94103NAPCTo establish a Gay-Straight Alliance (GSA)$100,000
GMMB Inc
3050 K St NWWashingtonDC20007NANCFor Linked Learning communications$300,000
Grand Vision Foundation
434 W6th StreetSan PedroCA90731NAPCFor a series of taiko drumming workshops$35,000
Greenlining Institute
1918 University Ave 2nd FloorBerkeleyCA94704NAPCTo improve voter information, a part of FOCE$90,000
Immigrant Legal Resource Center
1663 Mission Street Suite 602San FranciscoCA94103NAPCTo increase immigrants' access to services$450,000
Institute For Evidence-Based Change
171 Saxony Road Suite 108EncinitasCA92024NAPCTo provide data support for Linked Lng$1,400,000
Jobs for the Future Inc
88 Broad StreetBostonMA02110NAPCFor CA efforts in Pathways to Prosp Netwk$250,000
KQED Inc
2601 Mariposa StSan FranciscoCA94110NAPCfor unrestricted support$30,000
Kulintang Arts Inc
474 Faxon AvenueSan FranciscoCA94112NAPCFor arts engagement$12,500
LA Freewaves
6522 Hollywood BlvdLos AngelesCA90028NAPCFor the Out the Window project$15,000
Latino Theater Company
514 S Spring StreetLos AngelesCA90013NAPCFor continued audience development$100,000
League of Women Voters of California Ed Fund
1107 9th Street Suite 300SacramentoCA95814NAPCTo improve county voter info guides$77,500
Los Angeles Master Chorale Association
135 North Grand AvenueLos AngelesCA90012NAPCFor the LA is the World commissioning project$145,000
Los Angeles Nomadic Division Land
8033 Sunset Blvd 455Los AngelesCA90046NAPCFor Wildflowering LA$39,000
Mainly Mozart Inc
444 West Beech Street Suite 220San DiegoCA92101NAPCFor arts engagement$125,000
MapLight
2223 Shattuck AveBerkeleyCA94704NAPCTo produce an online voter guide$200,000
McLeod Grant Advisors LLC
643 Woodside WayWoodsideCA94062NANCFor a leadership dev program$460,889
Mission Asset Fund
1470 ValenciaSan FranciscoCA94110NAPCFor technical assistance$100,000
Mission Edge San Diego
2245 San Diego Ave Ste 125San DiegoCA92110NAPCfor the Latina Giving Circle$3,000
Mission HUB LLC
901 Mission Street Suite 105San FranciscoCA94103NANCTo advance impact investing mvmt$50,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612NAPCTo test approaches to increase voter partic$175,000
Movimiento de Arte y Cultura Latino Americana
510 South First StreetSan JoseCA95113NAPCFor arts engagement$320,000
Museum of Art and History at McPherson Ctr
705 Front StreetSanta CruzCA95060NAPCFor arts engagement$215,000
Museum of Latin American Art
628 Alamitos AvenueLong BeachCA90802NAPCFor capacity building$37,500
Museum of the African Diaspora
685 Mission StreetSan FranciscoCA94105NAPCTo collect and archive digital narratives$50,000
National Academy Foundation
218 West 40th Street 5th FloorNew YorkNY10018NAPCFor Linked Learning Pathways$550,000
National Immigration Law Center
3435 Wilshire Boulevard Suite 2850Los AngelesCA90010NAPCFor core support of California projects$250,000
Natl Assn of Latino Elected Officials Ed Fund
1122 W Washington Blvd 3rd FloorLos AngelesCA90015NAPCTo expand voter partic, as part of FOCE$180,000
Natl Assn of Latino Elected Officials Ed Fund
1122 W Washington Blvd 3rd FloorLos AngelesCA90015NAPCTo test approaches to increase voter partic$400,000
Near & Arnold's SPACE
508 W Perkins StUkiahCA95482NAPCFor the Dream Act Performance Proj$30,000
Oakland Community Organizations Inc
7200 Bancroft Avenue 2 Eastmont MaOaklandCA94605NAPCFor capacity building$30,000
Oakland Museum of California
1000 Oak StreetOaklandCA94607NAPCFor arts engagement$880,000
Oceanside Museum of Art
704 Pier View WayOceansideCA92054NAPCFor artist-in-residency projects$75,000
Orange Cty Commtys Organized for Resp Dev
13252 Garden Grove Blvd Suite 209Garden GroveCA92843NAPCTo promote district-based elections$225,000
Organizacion en CA de Lideres Campesinas
PO Box 51156OxnardCA93031NAPCFor civic engagement$100,000
Pacific Symphony
3631 S Harbor Blvd Ste 100Santa AnaCA92704NAPCFor arts engagement$1,200,000
Performing Arts Center of Los Angeles County
dba The Music Center 135 N Grand ALos AngelesCA90012NAPCFor arts engagement$1,200,000
Playworks Education Energized
380 Washington StreetOaklandCA94607NAPCTo expand programming$100,000
Playwrights Project
3675 Ruffin Road Ste 330San DiegoCA92123NAPCTo create new works of theater$40,000
Queer Women of Color Media Arts Project
59 Cook StreetSan FranciscoCA94118NAPCFor the Film & Freedom Academy$31,000
Radio Bilingue Inc
5005 E Belmont AveFresnoCA93727NAPCFor governance reporting from the SJ Valley$150,000
Radio Bilingue Inc
5005 E Belmont AveFresnoCA93727NAPCTo support Races: Art Moments on Radio$49,000
Redlands Community Music Association
168 South Eureka Street PO Box 4RedlandsCA92373NAPCFor two new sing-along programs$65,000
Regents of the University of California
1111 Franklin Street 12th FloorOaklandCA94607NAPCTo evaluate voter outreach experiments$400,000
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NAPCTo conduct regranting and technical assist$200,000
Resources Legacy Fund
555 Capitol Mall Suite 1095SacramentoCA95814NAPCTo develop a plan for the CA State Parks$150,000
Riverside Art Museum
3425 Mission InnRiversideCA92501NAPCFor Riverside Art Make$74,000
Rock the Vote
1001 Connecticut Ave NW Suite 640WashingtonDC20036NAPCFor technical tools development$155,000
Rockwood Leadership Institute
426 17th Street 4th FloorOaklandCA94612NAPCFor Fellowship for a New California$50,000
Sacramento Housing Alliance
1800 21st Street Suite 100SacramentoCA95811NAPCFor Sac Boards & Commissions Ldshp Inst$75,000
San Bernardino Symphony Association
198 N Arrowhead AveSan BernardinoCA92408NAPCFor Mosaico Music Festival$76,000
San Diego Organizing Project
4305 University Ave Suite 530San DiegoCA92105NAPCFor civic engagement$125,000
San Francisco Contemporary Music Players
55 New Montgomery Street Suite 708San FranciscoCA94105NAPCFor arts engagement$25,000
Santa Barbara Contemporary Arts Forum
653 Paseo NuevoSanta BarbaraCA93101NAPCFor capacity building$32,500
Self-Help Graphics and Arts Inc
1300 East 1st StreetLos AngelesCA90033NAPCFor Barrio Mobile Art$40,000
SoCal Asian American Studies Central
120 Judge John Aiso StreetLos AngelesCA90012NAPCFor capacity building$27,500
Social Policy Research Associates Inc
1330 Broadway Suite 1526OaklandCA94612NANCFor evaluation$111,333
Social Science Research Council
15th Floor 300 Cadman Plaza WestBrooklynNY11201NAPCFor the Human Development Index for CA$37,500
Sonoma County Museum Foundation
425 7th StreetSanta RosaCA95401NAPCFor an art and storytelling project$85,000
Southern California Grantmakers
1000 N Alameda St Suite 230Los AngelesCA90012NAPCFor core operating support$133,000
SpectorDance
3343 Paul Davis DriveMarinaCA93933NAPCFor East/West$25,000
Stern Grove Festival Association
832 Folsom Street Suite 1000San FranciscoCA94107NAPCFor Grove on the Road$66,000
Strategic Concepts in Organizing & Policy Ed
1715 W Florence AvenueLos AngelesCA90047NAPCTo increase voter participation$375,000
Teada Productions
522 Wilshire Blvd Suite HSanta MonicaCA90401NAPCFor Building Power through Performance$15,000
The Robey Theatre Company
514 South Spring StreetLos AngelesCA90013NAPCFor History Discovered$10,000
Theatre of Hearts Inc
672 La Fayette Park Place 47Los AngelesCA90057NAPCFor the Creative Aging Artists Init$36,000
TransForm CA
436 14th Street Suite 600OaklandCA94612NAPCFor civic engagement$237,500
TransForm CA
436 14th Street Suite 600OaklandCA94612NAPCTo expand the GreenTRIP model$100,000
United Way of the Bay Area
221 Main Street Suite 300San FranciscoCA94105NAPCfor unrestricted support$4,550
United Way Inc
1150 South Olive Street T500Los AngelesCA90015NAPCTo build a Linked Learning coalition$225,000
UNITE-LA Inc
350 S Bixel StLos AngelesCA90017NAPCTo engage people around Linked Learning$100,000
University of San Diego
5998 Alcala ParkSan DiegoCA92110NAPCFor Linked Learning Pathways$280,000
University of Southern California
Office of the President UniversityLos AngelesCA90089NAPCFor the Ctr for the Study of Immigrant Integ$200,000
University of Wisconsin Foundation
1848 University AvenueMadisonWI53726NAPCFor work based learning models$150,000
Valley Public Television Inc
1544 Van Ness AvenueFresnoCA93721NAPCFor capacity building$37,500
Venice Arts
1702 Lincoln BlvdVeniceCA90291NAPCFor Community Story Lab$97,000
Verified Voting Foundation Inc
PO Box 4104CarlsbadCA92018NAPCTo expand secure voting technologies$70,000
West Contra Costa Public Ed Fund
217C West Richmond AvenueRichmondCA94801NAPCFor Bay Area Linked Learning$200,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103NAPCFor arts engagement$1,200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$27,179,272TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,953,042ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,535,120ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$1,055,731UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$126,956,772ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOMEDesc
Business525990BusinessCd
Unrelated Business Taxbl Incm$2,149,572UnrelatedBusinessTaxblIncmAmt
Exclusion41ExclusionCd
Exclusion-$1,328,279ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3,205,303UnrelatedBusinessTaxblIncmAmt
Exclusion$145,116,655ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,321,958TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (true)TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1a(1)LineNumberTxt
Involved$13,045,731InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHMENTBusinessNameLine1
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmSEE ATTMT WITH PART VII-B 5(C)TransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELOITTE & TOUCHE - AUDIT$121,200$66,660$54,540
ERNST & YOUNG - TAX$75,218$41,370$33,848

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

Short ExplanationShortExplanationTxt
JAMES E CANALES
"CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $68,500, DEFERRED COMPENSATION OF $46,450, HEALTH AND LIFE INSURANCE BENEFITS OF $8,407, AND EMPLOYER PAID PAYROLL TAXES OF $31,676.
JOHN R JENKS
"COMPENSATION" INCLUDES $585,576 IN INCENTIVE COMPENSATION FOR 2013, PER THE FOUNDATION'S "PLAN FOR INVESTMENT PROFESSIONALS." "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $74,000, DEFERRED COMPENSATION OF $44,753, HEALTH AND LIFE INSURANCE BENEFITS OF $21,685, AND EMPLOYER PAID PAYROLL TAXES OF $48,387.
DANIEL O SILVERMAN
"CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $49,500, HEALTH AND LIFE INSURANCE BENEFITS OF $19,218, & EMPLOYER PAID PAYROLL TAXES OF $21,317.

Depreciation Schedule DepreciationSchedule

Employee Compensation Expln EmployeeCompensationExpln

Employee Comp Explanation EmployeeCompExplanationGrp (5 entries)

EmployeeEmployeeNmExplanationExplanationTxt
MALCOLM GOEPFERT"COMPENSATION" INCLUDES $252,608 IN INCENTIVE COMPENSATION FOR 2013, PER THE FOUNDATION'S "PLAN FOR INVESTMENT PROFESSIONALS." "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $54,000, DEFERRED COMPENSATION OF $23,293, HEALTH AND LIFE INSURANCE BENEFITS OF $12,277 AND EMPLOYER PAID PAYROLL TAXES OF $31,066.
ANNE DINNEEN"COMPENSATION" INCLUDES $197,307 IN INCENTIVE COMPENSATION FOR 2013, PER THE FOUNDATION'S "PLAN FOR INVESTMENT PROFESSIONALS." "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $51,000, DEFERRED COMPENSATION OF $8,820, HEALTH AND LIFE INSURANCE BENEFITS OF $12,039, AND EMPLOYER PAID PAYROLL TAXES OF $28,801.
JEFFREY MALLOY"CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $51,000, DEFERRED COMPENSATION OF $3,891, HEALTH AND LIFE INSURANCE BENEFITS OF $29,652 AND EMPLOYER PAID PAYROLL TAXES OF $22,275.
DONALD HOWARD"CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $46,704, HEALTH AND LIFE INSURANCE BENEFITS OF $13,135, AND EMPLOYER PAID PAYROLL TAXES OF $22,042.
ANNE STANTON-MALONE"CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS OF $47,200, HEALTH AND LIFE INSURANCE BENEFITS OF $23,451, AND EMPLOYER PAID PAYROLL TAXES OF $20,979.

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (40 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
Augenblick Palaich and Associates Inc
1120 Lincoln Suite 1101DenverCO802032013-04-15$350,000To develop a cost study and benefit analysis of Linked Learning$79,956NO11/25/2013Grant No. 2013074 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Ca Association of Clerks and Election
1643 Market StreetReddingCA960012013-12-05$295,000To develop an election cost database to inform policies and practices$0NOn/aGrant No 13-00642 NO REPORTS DUE THIS ACCOUNTING PERIOD. REPORTS RECEIVED IN 2014 WILL BE REPORTED ON THE 2014 RETURN.
California Business Roundtable
1301 I StreetSacramentoCA958142013-06-11$100,000To engage the business community in modernizing the ballot initiation process$52,714NO11/13/2013Grant No. 13-00394 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
CAPITOL IMPACT LLC
1130 K STREET SUITE 205SACRAMENTOCA958142009-10-09$700,000TO SUPPORT EDUCATION OF CA LEGISLATIVE STAFF$700,000NO2/8/2013GRANT NO. 2009284 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
CAPITOL IMPACT LLC
1130 K STREET SUITE 205SACRAMENTOCA958142012-12-07$675,000To support the nonpartisan CA Legislative Staff Education Institute$197,853NO12/13/2013Grant No. 2012552 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Center for Civic Design
5443 Tates Bank RoadCambridgeMD216132013-10-10$230,000To improve voter participation by conducting and disseminating research$4,800NO12/1/2013Grant No. 13-00631 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
COMMON CAUSE
3303 WILSHIRE BLVD SUITE 310LOS ANGELESCA900102010-12-09$600,000To expand voter participation in elections and redistricting$600,000NO12/6/2013Grant No. 2010547 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
COMMON CAUSE
3303 WILSHIRE BLVD SUITE 310LOS ANGELESCA900102012-06-15$80,000To support implementation of online voter registration and org a FOCE conf$80,000NO8/18/2013Grant No. 2012219 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
COMMON CAUSE
3303 WILSHIRE BLVD SUITE 310LOS ANGELESCA900102012-08-13$150,000To conduct research, discussions and polling re: improving ballot initiation process$150,000NO12/4/2013Grant No. 2012330 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Common Cause
3303 WILSHIRE BLVD SUITE 310LOS ANGELESCA900102013-01-10$150,000To support a FOCE conference$100,000NO12/4/2013Grant No. 2013027 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Common Cause
3303 WILSHIRE BLVD SUITE 310LOS ANGELESCA900102013-12-06$700,000To improve the ballot initiative process, election policies, and practicesNOn/aGrant No. 13-00436 NO REPORTS DUE THIS ACCOUNTING PERIOD. REPORTS RECEIVED IN 2014 WILL BE REPORTED ON THE 2014 RETURN.
COMMON COUNSEL FOUNDATION
678 13TH STREET SUITE 100OAKLANDCA946122009-11-30$31,843FOR LEADERSHIP DEVELOPMENT IN THE SAN JOAQUIN VALLEY AND CENTRAL COAST$31,843NO4/17/2013GRANT NO. 2009445 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
CONTEXT CONSULTING INC
3366 NW Vaughn StreetPortlandOR972102012-12-07$459,111To implement a leadership development program in San Joaquin Valley$459,111NO12/17/2013Grant No. 2012563 Irvine decreased the total grant amount to $459,111 from the original $920,000. Also, $126,889.46 in already-paid grant funds were refunded to the Irvine Foundation by the Grantee. TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Fairbanks Maslin Maullin Metz & Assoc
2425 Colorado Avenue Suite 180Santa MonicaCA904042012-10-03$246,500To conduct and disseminate research on how CA voters access state and local governance$246,500NO12/20/2013Grant No. 2012379 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Garin Strategic Research Group LLC
1724 Connecticut Avenue NWWashingtonDC200092012-07-12$120,600To provide communications guidance for the Linked Learning field$120,600NO3/22/2013Grant No. 2012276 $4,900 in funds of the original $125,000 grant were unspent and refunded to the Irvine Foundation by the Grantee. TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
GMMB Inc
3050 K St NWWashingtonDC200072012-10-03$850,000To coordinate and build communications capacity for the Linked Learning field in CA$850,000NO12/4/2013Grant No. 2012370 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
GMMB Inc
3050 K St NWWashingtonDC200072013-10-10$1,200,000For communications for the Linked Learning field$84,453NO12/13/2013Grant No. 13-00442 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
GMMB Inc
3050 K St NWWashingtonDC200072013-07-17$200,000For communications for the Linked Learning field$170,000NO12/13/2013Grant No. 13-00438 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
HARDER COMPANY COMMUNITY RSRCH
1450 DREW AVE SUITE 200DAVISCA956182009-10-09$450,000TO CONDUCT A MULTIYEAR EVALUATION OF THE ARTS REGIONAL INITIATIVE$450,000NO4/12/2013GRANT NO. 2009274 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Harder Company Community Rsrch
1450 DREW AVE SUITE 200DAVISCA956182012-07-12$150,000To evaluate the Exploring Engagement Funds and capture lessons learned$150,000NO11/5/2013Grant No. 2012270 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Harder Company Community Rsrch
1450 DREW AVE SUITE 200DAVISCA956182012-12-07$380,000To complete an evaluation of phase two of ARI$203,204NO12/11/2013Grant No. 2012565 NO REPORTS DUE THIS ACCOUNTING PERIOD. REPORTS RECEIVED IN 2014 WILL BE REPORTED ON THE 2014 RETURN.
Helicon Collaborative LLC
254 Miller AveMill ValleyCA949412012-07-12$0To develop a public report regarding org and system change in the nonprofit arts community$0NOn/aGrant No. 2012269 THE FOUNDATION IS MAKING ALL REASONABLE EFFORTS TO OBTAIN THE 2013 REPORT AND IS WITHHOLDING ANY ADDITIONAL PAYMENTS OR GRANTS UNTIL THE REPORT IS FURNISHED. (REPORT WAS RECEIVED IN 2014)
Institute for Evidence-Based Change
2236 Encinitas Blvd Suite GEncinitasCA920242011-12-09$1,000,000To implement a district data system to track student progress.$964,525NO12/17/2013Grant No. 2011566 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
JACOBS CTR FOR NEIGHBORHOOD Innovation
404 EUCLID AVESAN DIEGOCA921142010-08-15$150,000To educate key stakeholders about community revitalization$150,000NO8/30/2013Grant No. 2010296 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Los Angeles 2020
350 S Grand Ave 25th FlLos AngelesCA916042013-06-11$50,000To develop solutions to improve Los Angeles' economy with others$25,000NO12/10/2013Grant No 13-00384 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
McLeod Grant Advisors LLC
643 Woodside WayWoodsideCA946022013-12-05$460,889To implement a leadership program in SJ ValleyNOn/aGrant No. 13-00819 No reports due this accounting period. Reports received in 2014 will be reported on the 2014 return.
Metropolitan Group
519 SW Third Avenue Suite 700PortlandOR972042012-07-12$150,000To provide assist to set civic orgs and plan a comms strategy re: benefits of civ engagement$150,000NO10/10/2013Grant No. 2012271 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Metropolitan Group
519 SW Third Avenue Suite 700PortlandOR972042012-12-10$145,000To provide tailord comms assist to four leading civic orgs and promote effective public engagement$145,000NO10/10/2013Grant No. 2012607 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Mission HUB LLC
901 Mission Street Suite 105San FranciscoCA941032013-12-14$100,000To advance the impact investing movement in San Francisco$0NOn/aGrant No. 13-00819 NO REPORTS DUE THIS ACCOUNTING PERIOD. REPORTS RECEIVED IN 2014 WILL BE REPORTED ON THE 2014 RETURN.
Social Policy Research Associates Inc
1330 Broadway Ste 1526OaklandCA946122010-11-11$142,000To evaluate the Community Leadership Project$133,066NO12/4/2013Grant No. 2010492 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Social Policy Research Associates Inc
1330 Broadway Ste 1526OaklandCA946122012-07-12$30,000To facilitate the active engagement of community grantees in the eval of the Comm Ldshp Proj$20,724NO12/3/2013Grant No. 2012273 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Social Policy Research Associates Inc
1330 Broadway Ste 1526OaklandCA946122013-06-11$167,000To evaluate Phase II of the Community Leadership Project$22,042NO12/3/2013Grant No. 13-00385 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
TCC Group
31 WEST 27TH ST 4TH FLOORNEW YORKNY100012012-03-07$800,000To continue technical assistance for the Arts Regional Initiative.$800,000NO11/1/2013Grant No. 2012055 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
TCC Group
31 WEST 27TH ST 4TH FLOORNEW YORKNY100012013-04-15$215,000To provide technical assistance and grants mgmt services$215,000NO7/1/2013Grant No. 2013118 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
TCC Group
31 WEST 27TH ST 4TH FLOORNEW YORKNY100012013-06-15$450,000To provide technical assistance to the ARI Central Coast cohort$95,718NO11/26/2013Grant No. 13-00368 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
TCC Group
31 WEST 27TH ST 4TH FLOORNEW YORKNY100012013-06-14$185,000To provide technical assistance for the Strengthening strategy$154,400NO9/16/2013Grant No. 13-00380 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Toolwire
7031 Koll Cnter Parkway Suite 220PleasantonCA945662013-12-17$150,000To pilot virtual work based learning models in CA high schoolsNOn/aGrant No. 13-00814 NO REPORTS DUE THIS ACCOUNTING PERIOD. REPORTS RECEIVED IN 2014 WILL BE REPORTED ON THE 2014 RETURN.
WALTER and ELISE HAAS FUND
ONE LOMBARD STREET SUITE 305SAN FRANCISCOCA941112010-06-15$600,000REGRANTING SUPPORT FOR THE CREATIVE WORK FND$580,717NO12/6/2013Grant No. 2010193 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
WILLIAMS GROUP
70 IONIA AVE SW SUITE 200GRAND RAPIDSMI495032012-07-12$99,188To share lessons, tools, and insights learned through CFI II.$99,188NO12/10/2013Grant No. 2012272 $812 in grant funds of the original $100,000 grant were unspent and refunded to the Irvine Foundation by the grantee. TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.
Institute for Evidence-Based Change
2236 ENCINITAS BLVD SUITE GENCINITASCA920242011-08-15$150,000TO DESIGN A DISTRICT DATA SYSTEM FOR THE LINKED LEARNING DISTRICT INITIATIVE.$150,000NO4/18/2013GRANT NO. 2011300 TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS FURNISHED BY THE GRANTEE, NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE AND NO VERIFICATION EFFORTS HAVE BEEN CONSIDERED NECESSARY.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
Form 990PF, Part I, Line 19; Part II, Line 14Land, Buildings and EquipmentPart II, Line 14 FURNITURE & FIXTURES San Francisco Office - 549,218 LA Office - 142,038 LEASEHOLD IMPROVEMENTS San Francisco Office - 2,625,772 Los Angeles Office - 354,123 COMPUTER SF/LA Offices - 826,645 CONSTRUCTION IN PROGRESS - 70,494 TOTAL - 4,568,292 LESS ACCUMULATED DEPRECIATION - (1,360,255) NET P&E - 3,208,037 Depreciation expense of $393,308 was taken on a straight-line basis over the estimated useful lives of the assets
FORM 990PF, PART II, CORPORATE STOCKFORM 990PF, PART II, CORPORATE STOCKDESCRIPTION BV FMV UNREALIZED G/L AD - FX RELATED NONE -209,239

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (81 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
21ST CENTURY FOX AMERICA$346,849$337,639
AMERICAN INTL GROUP$174,752$179,373
AT+T INC$1,355,655$1,263,164
BANK OF AMERICA CORP$2,247,353$2,375,232
BANK OF AMERICA NA$324,862$358,222
BOSTON PROPERTIES LP$449,632$506,268
BOSTON PROPERTIES LP$523,985$512,951
BOSTON PROPERTIES LP$279,583$251,182
BOSTON PROPERTIES LP$174,486$167,818
BOSTON SCIENTIFIC CORP$777,654$780,682
BURLINGTN NO SF 00 1 TR$1,396,663$1,513,546
BURLINGTN NORTH SANTA FE$149,692$154,092
CAPITAL ONE FINANCIAL CO$323,796$345,589
CAPITAL ONE FINANCIAL CO$1,045,976$995,033
CEMEX SAB DE CV$675,000$698,625
CIGNA CORP$489,338$453,255
CIGNA CORP$608,183$753,790
CIGNA CORP$459,920$443,660
CITIGROUP INC$552,484$609,260
CITIGROUP INC$1,794,441$1,804,670
COMCAST CORP$199,988$218,816
COMCAST CORP$349,836$386,537
COMCAST CORP$399,648$458,240
COMCAST CORP$174,894$203,812
COX COMMUNICATIONS INC$300,081$333,933
COX COMMUNICATIONS INC$1,649,585$1,515,674
COX COMMUNICATIONS INC$559,256$524,304
CSX TRANSPORTATION INC$245,629$281,362
DOW CHEMICAL CO/THE$71,813$82,318
DOW CHEMICAL CO/THE$1,652,933$1,688,877
EATON CORP$124,893$122,541
EATON CORP$299,080$279,858
ENEL FINANCE INTL NV$670,262$670,092
ENEL FINANCE INTL NV$310,103$320,295
ERP OPERATING LP$745,877$808,613
FEDEX CORP 1998 PASS TST$837,496$904,399
FORD MOTOR CREDIT CO LLC$2,381,923$2,375,855
FORD MOTOR CREDIT CO LLC$326,109$340,113
GENERAL ELEC CAP CORP$307,132$343,548
GENERAL ELEC CAP CORP$177,439$189,663
GENERAL ELEC CAP CORP$336,394$354,396
GENERAL ELEC CAP CORP$808,408$817,088
GLITNIR BANKI HF$3,875,000$1,133,438
HCA INC$1,621,636$1,627,500
HEALTH NET INC$440,587$457,938
HEWLETT PACKARD CO$472,843$472,655
HEWLETT PACKARD CO$524,322$549,481
HSBC HOLDINGS PLC$1,676,401$1,667,175
JPMORGAN CHASE + CO$697,032$652,400
KONINKLIJKE PHILIPS NV$586,011$674,984
LAFARGE SA$1,031,074$1,105,000
LEGG MASON INC$693,322$765,744
MACYS RETAIL HLDGS INC$1,986,537$2,007,540
MYRIAD INT HOLDINGS BV$502,000$535,000
NAVIENT LLC$286,830$337,850
NAVIENT LLC$987,869$1,038,020
PETROBRAS GLOBAL FINANCE$271,924$244,995
PETROBRAS INTL FIN CO$2,077,044$1,935,161
REED ELSEVIER CAPITAL$195,525$245,729
REED ELSEVIER CAPITAL$834,383$819,329
ROYAL BK OF SCOTLAND PLC$324,684$346,837
ROYAL BK OF SCOTLAND PLC$274,219$311,262
ROYAL BK SCOTLND GRP PLC$222,971$226,602
ROYAL BK SCOTLND GRP PLC$1,124,025$1,149,750
SOUTHERN RAILWAY CO$339,202$394,719
SPRINT COMMUNICATIONS$343,337$381,938
TELECOM ITALIA CAPITAL$550,196$561,250
TELECOM ITALIA CAPITAL$1,120,087$1,135,188
TIME WARNER CABLE INC$1,167,325$1,222,661
TIME WARNER CABLE INC$1,362,065$1,464,375
TIME WARNER INC$2,037,851$1,972,944
UNION PACIFIC CORP$568,000$584,347
UNP RR CO 1999 PASS TRST$149,417$150,048
UNP RR CO 2003 PASS TRST$878,939$915,728
VERIZON COMMUNICATIONS$2,916,535$3,113,701
WELLPOINT INC$617,698$1,027,159
XEROX CORPORATION$926,380$1,021,287
XEROX CORPORATION$1,038,350$1,020,015
XEROX CORPORATION$341,543$334,518
ZOETIS INC$677,485$631,576
CHASE ISSUANCE TRUST$1,414,910$1,413,072

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (493 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABB LTD REG$179,204$221,771
ABBOTT LABORATORIES$667,431$835,594
ABBVIE INC$289,385$506,976
ACTIVISION BLIZZARD INC$92,206$144,423
ADOBE SYSTEMS INC$386,090$3,275,436
ADT CORP/THE$444,690$494,746
AECOM TECHNOLOGY CORP$101,125$105,948
AEGON N.V. NY REG SHR$515,334$676,607
AFFYMETRIX INC$185,506$147,404
AIA GROUP LTD$761,163$1,399,723
AIRBUS GROUP NV$72,716$221,635
AJINOMOTO CO INC$122,175$159,288
AKBANK T.A.S.$446,781$529,751
ALROSA AO$533,227$638,466
ALTERA CORP$370,077$553,010
AMBEV SA ADR$612,946$788,655
AMCOR LIMITED$88,844$98,671
AMERISAFE INC$625,818$984,192
AMGEN INC$2,415,942$5,582,424
ANN INC$157,529$378,030
AOL INC$124,024$282,517
APACHE CORP$576,794$592,986
ARC DOCUMENT SOLUTIONS INC$156,708$154,166
ARES CAPITAL CORP$496,771$513,553
ASCENA RETAIL GROUP INC$299,258$1,026,895
ASML HOLDING NV$479,311$822,894
ASML HOLDING NV NY REG SHS$202,354$579,347
ASOS PLC$29,346$121,714
ASSA ABLOY AB B$271,174$941,585
ASSICURAZIONI GENERALI$108,367$147,928
ASTRA INTERNATIONAL TBK PT$679,363$559,030
ATLAS AIR WORLDWIDE HOLDINGS$776,698$543,180
AXIS BANK LTD$556,197$647,075
AZZ INC$167,891$194,707
BAIDU INC SPON ADR$628,724$1,156,220
BAKER HUGHES INC$630,290$823,374
BANCO BRADESCO ADR$132,278$94,100
BANCO DO BRASIL S.A.$2,897,354$2,410,990
BANK MANDIRI PERSERO TBK PT$883,670$993,119
BANK OF AMERICA CORP$683,462$1,099,242
BANK OF CHINA LTD H$100,855$138,467
BANK OF INDIA$507,493$260,424
BANK OF NEW YORK MELLON CORP$898,759$1,222,900
BANK OF NOVA SCOTIA$156,513$156,306
BARCLAYS PLC$730,610$944,412
BAYER AG REG$451,451$1,164,876
BAYERISCHE MOTOREN WERKE AG$270,350$380,704
BB SEGURIDADE PARTICIPACOES$958,250$1,174,505
BB+T CORP$249,530$462,768
BED BATH + BEYOND INC$232,850$513,920
BEIJING ENTERPRISES HLDGS$23,381$29,753
BERKSHIRE HATHAWAY INC CL B$379,957$829,920
BHARAT HEAVY ELECTRICALS$1,222,975$397,783
BHP BILLITON PLC$96,058$142,394
BIDVEST GROUP LTD$849,338$999,790
BILFINGER SE$117,262$147,733
BIOGEN IDEC INC$657,250$5,399,175
BIOMARIN PHARMACEUTICAL INC$150,653$1,068,104
BLACKBERRY LTD$1,060,581$282,355
BNP PARIBAS$937,975$1,537,642
BOEING CO/THE$296,825$928,132
BOSTON SCIENTIFIC CORP$817,497$923,136
BOUYGUES SA$14,835$68,992
BRENNTAG AG$99,078$220,029
BRITISH AMERICAN TOBACCO BHD$320,196$512,882
BROOKDALE SENIOR LIVING INC$653,659$780,066
C.H. ROBINSON WORLDWIDE INC$570,588$530,894
CABOT CORP$383,591$796,186
CABOT MICROELECTRONICS CORP$353,700$530,577
CADENCE DESIGN SYS INC$145,523$193,476
CAE INC$95,357$108,080
CAIXABANK S.A$280,717$389,622
CAMECO CORP$135,465$126,536
CAMERON INTERNATIONAL CORP$90,810$113,107
CAPITAL ONE FINANCIAL CORP$1,397,153$2,122,097
CARDTRONICS INC$549,178$864,221
CARMAX INC$512,394$1,890,204
CARNIVAL CORP$987,375$1,281,423
CARNIVAL PLC$66,792$91,130
CASINO GUICHARD PERRACHON$387,720$461,723
CATCHER TECHNOLOGY GDR REGS$86,765$97,649
CATERPILLAR INC$44,662$662,913
CCR SA$481,476$712,532
CELANESE CORP SERIES A$467,030$597,348
CENOVUS ENERGY INC$309,636$340,480
CENTERRA GOLD INC$231,814$135,394
CHEUNG KONG INFRASTRUCTURE$140,189$132,575
CHEVRON CORP$657,355$949,441
CHINA CONSTRUCTION BANK H$2,114,985$2,137,545
CHINA MENGNIU DAIRY CO$152,309$199,336
CHINA MOBILE LTD SPON ADR$1,490,653$1,494,814
CHINA PACIFIC INSURANCE GR H$177,997$200,739
CHINA RESOURCES LAND LTD$100,624$84,279
CHUBB CORP$176,720$753,714
CIE FINANCIERE RICHEMON REG$247,904$766,235
CIELO SA$1,055,885$2,071,860
CIGNA CORP$204,104$332,424
CISCO SYSTEMS INC$287,083$271,645
CLEAN HARBORS INC$567,647$1,352,698
CME GROUP INC$36,649$47,076
CNOOC LTD$879,368$857,343
COACH INC$481,988$516,396
COCA COLA AMATIL LTD$157,666$132,197
COGNEX CORP$134,568$581,291
COMCAST CORP CLASS A$734,706$2,065,609
COMMERCIAL INTL BANK GDR REG$390,354$601,220
COMPAGNIE DE SAINT GOBAIN$204,961$275,528
COMPUTER SCIENCES CORP$274,685$379,984
COPART INC$565,754$1,337,908
CORNING INC$555,754$816,156
CORRECTIONS CORP OF AMERICA$932,292$905,080
COVANTA HOLDING CORP$636,521$795,733
COWAY CO LTD$257,386$538,700
CP ALL PCL FOREIGN$288,570$446,969
CREE INC$466,539$1,188,830
CSX CORP$60,624$80,556
DAIMLER AG REGISTERED SHARES$537,113$855,376
DANONE$126,423$271,075
DBS GROUP HOLDINGS LTD$326,535$477,516
DELTA AIR LINES INC$225,614$505,448
DENSO CORP$258,888$369,630
DESCARTES SYSTEMS GRP/THE$34,508$101,612
DEUTSCHE BANK AG REGISTERED$191,358$203,592
DEUTSCHE TELEKOM AG REG$111,478$162,270
DEUTSCHE WOHNEN AG BR$380,110$430,246
DIAGEO PLC$80,915$168,937
DIRECTV$182,780$1,317,132
DISH NETWORK CORP A$310,413$631,328
DKSH HOLDING LTD$140,043$197,377
DOMTAR CORP$62,341$62,076
DOW CHEMICAL CO/THE$597,764$745,920
EBAY INC$463,962$647,702
ELECTROLUX AB SER B$460,207$475,623
ELECTRONIC ARTS INC$702,650$991,008
ELI LILLY + CO$3,146,700$3,085,500
ELRINGKLINGER AG$89,767$119,834
EMC CORP/MA$493,450$855,100
ENBRIDGE INC$258,607$266,448
ENCANA CORP$467,574$323,095
ENSCO PLC CL A$353,401$360,234
ENTEGRIS INC$500,743$999,375
EOG RESOURCES INC$137,136$318,896
ERICSSON (LM) TEL SP ADR$145,479$470,016
ESTERLINE TECHNOLOGIES CORP$295,415$1,145,011
EXEDY CORP$14,658$14,628
EXPRESS SCRIPTS HOLDING CO$159,255$168,576
FANUC CORP$308,780$457,875
FAST RETAILING CO LTD$34,176$82,584
FEDEX CORP$1,024,158$4,384,985
FIRST CASH FINL SVCS INC$675,217$927,600
FIRST QUANTUM MINERALS LTD$462,747$392,005
FLEXTRONICS INTL LTD$770,688$885,003
FOREST LABORATORIES INC$244,338$342,171
FUGRO NV CVA$142,855$157,809
GAZPROM OAO SPON ADR$1,305,068$1,280,072
GEMALTO$572,001$983,869
GENCORP INC$665,706$896,045
GENERAL ELECTRIC CO$1,454,250$1,777,102
GENESCO INC$315,598$346,670
GKN PLC$14,159$43,279
GLANBIA PLC$149,871$205,413
GLAXOSMITHKLINE PLC SPON ADR$1,529,660$1,793,904
GLENCORE PLC$712,176$541,474
GOLDMAN SACHS GROUP INC$810,329$1,276,272
GOOGLE INC CL A$2,133,182$4,931,124
GRACO INC$361,265$1,049,308
GRAINGER PLC$53,553$98,900
GREENE KING PLC$27,579$42,291
GREIF INC CL A$44,727$52,400
GRUPO MEXICO SAB DE CV SER B$201,741$478,033
GRUPO TELEVISA SA SPON ADR$314,388$532,576
HAEMONETICS CORP/MASS$322,018$833,753
HAMAMATSU PHOTONICS KK$304,067$332,063
HANA FINANCIAL GROUP$68,466$78,203
HANWHA LIFE INSURANCE CO LTD$895,264$929,103
HAYNES INTERNATIONAL INC$666,761$657,356
HEICO CORP CLASS A$255,115$1,112,263
HEIDELBERGCEMENT AG$70,085$141,349
HEWLETT PACKARD CO$1,834,126$2,512,604
HITACHI LTD$308,837$439,256
HITTITE MICROWAVE CORP$604,523$669,153
HKT TRUST AND HKT LTD SS$247,020$259,820
HOLCIM LTD REG$472,382$618,001
HOME RETAIL GROUP$166,279$275,397
HON HAI PRECISION GDR REG S$551,048$776,959
HONEYWELL INTERNATIONAL INC$811,337$1,507,605
HOWARD HUGHES CORP/THE$570,942$1,044,870
HSBC HOLDINGS PLC$134,759$204,510
HSBC HOLDINGS PLC SPONS ADR$441,652$301,506
HSN INC$973,977$1,177,470
HUABAO INTERNATIONAL HOLDING$883,592$505,699
HYPERMARCAS SA$274,298$173,564
HYUNDAI MOBIS CO LTD$1,231,248$1,686,440
IDEX CORP$498,169$1,349,978
ILUKA RESOURCES LTD$30,314$92,357
IMPERIAL HOLDINGS LTD$646,412$552,577
IMPERIAL TOBACCO GROUP PLC$327,048$457,010
INCHCAPE PLC$147,017$191,340
IND + COMM BK OF CHINA H$510,655$510,026
INDITEX$108,699$206,018
INFINITY PROPERTY + CASUALTY$696,227$846,650
INGREDION INC$506,814$1,297,317
INTEL CORP$31,063$789,184
INTUIT INC$287,593$801,360
JABIL CIRCUIT INC$233,293$216,256
JACOBS ENGINEERING GROUP INC$101,441$132,279
JAPAN TOBACCO INC$86,021$91,109
JARDEN CORP$811,984$1,573,628
JARDINE MATHESON HLDGS LTD$96,275$167,392
JC DECAUX SA$154,241$247,783
JETBLUE AIRWAYS CORP$261,928$292,410
JINDAL STEEL + POWER LTD$621,574$322,673
JOHNSON + JOHNSON$1,355,470$2,015,896
JPMORGAN CHASE + CO$326,328$491,232
KAKAKU.COM INC$135,743$326,856
KAMAN CORP$335,261$508,147
KAR AUCTION SERVICES INC$664,842$1,492,571
KAWASAKI HEAVY INDUSTRIES$166,354$197,203
KB FINANCIAL GROUP INC$1,246,841$1,257,872
KELLOGG CO$328,734$396,955
KENNAMETAL INC$258,556$520,960
KEYENCE CORP$575,600$1,297,274
KIMBERLY CLARK DE MEXICO A$287,738$581,235
KIRBY CORP$90,423$794,000
KOC HOLDING AS$647,856$903,895
KONINKLIJKE DSM NV$543,014$785,667
KONINKLIJKE PHILIPS NV$87,673$110,146
KONINKLIJKE PHILIPS NVR NY$260,291$458,428
KOTAK MAHINDRA REG S SP GDR$18,145$18,179
KT+G CORP$750,156$964,861
KUBOTA CORP$184,103$264,726
L BRANDS INC$1,412,479$2,307,005
L OREAL$53,298$135,844
LAREDO PETROLEUM INC$26,832$132,912
LG HOUSEHOLD + HEALTH CARE$78,864$83,601
LI + FUNG LTD$165,801$121,232
LIBERTY INTERACTIVE CORP A$257,373$535,638
LIFE TECHNOLOGIES CORP$325,330$1,175,127
LINK REIT$209,126$263,562
LIQUIDITY SERVICES INC$876,184$514,382
LLOYDS BANKING GROUP PLC$702,858$882,245
LUKOIL OAO SPON ADR$469,306$517,835
LUKOIL OAO SPON ADR$113,684$118,098
LUMINEX CORP$161,745$186,240
LVMH MOET HENNESSY LOUIS VUI$154,798$239,906
MAGNIT OJSC SPON GDR 144A$106,742$460,879
MARKS + SPENCER GROUP PLC$264,077$254,355
MARSH + MCLENNAN COS$906,894$1,900,548
MARUBENI CORP$93,406$93,506
MATTEL INC$265,554$732,732
MAXIM INTEGRATED PRODUCTS$93,383$198,161
MCGRAW HILL FINANCIAL INC$195,504$422,280
MEDIDATA SOLUTIONS INC$83,481$502,731
MEDTRONIC INC$960,150$2,444,814
MEGAFON OAO 144A GDR$450,000$758,273
MEGAFON OAO 144A GDR$13,872$15,428
MEGGITT PLC$643,812$690,095
MELCO CROWN ENTERTAINME ADR$65,194$66,674
MERCK + CO. INC.$915,852$1,761,760
MERLIN ENTERTAINME$79,605$93,553
METLIFE INC$329,902$517,632
MICHAEL PAGE INTERNATIONAL$17,534$25,864
MICRON TECHNOLOGY INC$449,473$920,448
MICROSOFT CORP$3,916,324$5,386,177
MID AMERICA APARTMENT COMM$307,890$329,211
MILLENNIAL MEDIA INC$41,690$147,130
MITSUBISHI CORP$60,073$59,490
MITSUBISHI UFJ FINANCIAL GRO$203,203$244,968
MOBILE TELESYSTEMS SP ADR$1,400,941$1,598,457
MONSANTO CO$72,147$1,382,982
MOTOROLA SOLUTIONS INC$142,746$317,250
MSC INDUSTRIAL DIRECT CO A$823,997$889,570
MTS SYSTEMS CORP$655,338$947,625
MTU AERO ENGINES AG$133,979$181,299
MURATA MANUFACTURING CO LTD$250,875$559,840
NATIONAL GRID PLC$233,595$326,281
NATIONAL OILWELL VARCO INC$22,535$310,167
NATURA COSMETICOS SA$532,444$573,402
NEDBANK GROUP LTD$385,984$643,549
NESTLE SA REG$491,976$816,186
NETAPP INC$837,251$1,016,158
NETEASE INC ADR$532,646$974,640
NEUSTAR INC CLASS A$321,876$617,466
NEWCREST MINING LTD$41,176$12,407
NEWMONT MINING CORP$532,780$276,360
NEWS CORP CLASS A$53,507$131,546
NINTENDO CO LTD$194,710$213,272
NISSAN MOTOR CO LTD$244,400$229,610
NOAH HOLDINGS LTD SPON ADS$4,326$235,584
NOBLE ENERGY INC$38,791$408,660
NOKIA CORP SPON ADR$391,833$744,498
NORDION INC$163,386$163,687
NORFOLK SOUTHERN CORP$71,891$491,999
NOVARTIS AG ADR$2,427,200$4,440,995
NOVARTIS AG REG$321,185$694,667
NOVO NORDISK A/S B$85,382$618,898
NSK LTD$152,324$174,226
NUANCE COMMUNICATIONS INC$874,954$709,840
NUMERICABLE GROUP$122,029$122,448
NVIDIA CORP$265,375$611,964
NVR INC$65,829$102,601
OCADO GROUP PLC$447,584$511,248
OCEANEERING INTL INC$14,115$39,440
OCI NV$494,179$777,918
OIL + GAS DEVELOPMENT CO LTD$304,698$550,014
OIL SEARCH LTD$293,488$413,330
OLAM INTERNATIONAL LTD$353,860$227,470
OLAM INTERNATIONAL LTD$6,670$5,905
OPHIR ENERGY PLC$340,853$313,481
ORACLE CORP$66,416$206,604
ORACLE CORP JAPAN$221,713$197,545
ORIFLAME COSMETICS SA SDR$436,093$332,662
ORIX CORP$100,079$119,496
ORORA LTD$9,910$10,849
ORTHOFIX INTERNATIONAL NV$553,966$384,973
OTP BANK PLC$965,375$920,594
PACCAR INC$392,910$497,028
PACIFIC RUBIALES ENERGY CORP$1,869,950$1,550,054
PAKISTAN PETROLEUM LTD$255,440$631,015
PANASONIC CORP SPON ADR$334,916$471,064
PARTNERS GROUP HOLDING AG$185,589$256,264
PERKINELMER INC$70,912$98,952
PERNOD RICARD SA$786,195$1,083,912
PFIZER INC$757,396$1,335,468
PHILIPPINE LONG DIST SP ADR$902,156$1,027,368
PICC PROPERTY + CASUALTY H$124,156$127,551
PING AN INSURANCE GROUP CO H$87,609$80,613
POLYPORE INTERNATIONAL INC$536,210$544,600
POOL CORP$350,634$511,632
POTASH CORP OF SASKATCHEWAN$23,004$309,824
POWER INTEGRATIONS INC$497,734$749,104
PPC LTD$572,663$395,232
PRAXAIR INC$128,709$312,072
PROGRESSIVE WASTE SOLUTIONS$206,033$210,375
PRUDENTIAL PLC$555,254$1,353,818
PTT EXPLORATION + PROD FOR$566,619$568,679
PUNJAB NATIONAL BANK$793,892$651,617
QIAGEN N.V.$216,632$259,529
QIHOO 360 TECHNOLOGY CO ADR$4,907$536,935
QUALCOMM INC$298,657$1,648,350
RAMBUS INC$456,790$269,895
RANGE RESOURCES CORP$166,419$328,809
RBC BEARINGS INC$435,567$1,274,915
RENAULT SA$289,631$328,205
RINNAI CORP$87,651$93,506
RIO TINTO PLC$179,065$259,761
RITCHIE BROS AUCTIONEERS$555,098$682,168
RLI CORP$316,325$458,660
ROCHE HOLDING AG GENUSSCHEIN$2,008,719$3,041,341
ROCHE HOLDINGS LTD SPONS ADR$258,358$259,740
ROCKWELL AUTOMATION INC$11,897$70,896
ROSS STORES INC$434,405$606,933
RPX CORP$19,129$149,666
RUCKUS WIRELESS INC$5,279$70,588
RUSH ENTERPRISES INC CL A$585,512$836,130
RYOHIN KEIKAKU CO LTD$211,726$259,626
SAMPO OYJ A SHS$466,585$940,503
SAMSUNG ELECTR GDR$300,095$744,420
SAMSUNG ELECTRONICS CO LTD$1,428,058$2,421,979
SANDISK CORP$324,997$924,074
SANLAM LTD$301,687$645,005
SANOFI ADR$1,088,316$1,512,151
SAP SE$152,048$289,434
SBERBANK$2,414,506$2,099,642
SBERBANK SPONSORED ADR$153,476$152,097
SCHLUMBERGER LTD$1,035,456$2,473,520
SCHNEIDER ELECTRIC SE$517,089$687,888
SCHWAB (CHARLES) CORP$2,446,126$4,212,000
SEADRILL LTD$211,051$418,159
SEMEN INDONESIA PERSERO TBK$288,885$395,781
SEMTECH CORP$829,202$983,139
SES$218,817$539,359
SHINHAN FINANCIAL GROUP LTD$1,545,236$1,850,004
SHOPRITE HOLDINGS LTD$753,376$1,176,525
SIAM CEMENT PUB CO FOR REG$568,370$547,346
SIEMENS AG REG$79,001$102,202
SIMPSON MANUFACTURING CO INC$631,502$877,480
SINGAPORE TELECOMMUNICATIONS$160,874$252,194
SJM HOLDINGS LTD$154,079$214,606
SK HYNIX INC$538,384$609,527
SMC CORP$93,466$226,916
SOCIETE GENERALE SA$378,471$504,395
SOFTBANK CORP$263,120$1,444,270
SOLAZYME INC$113,782$125,235
SONY CORP SPONSORED ADR$657,228$274,911
SOUTHWEST AIRLINES CO$631,660$1,749,991
SOUTHWESTERN ENERGY CO$82,225$78,660
SOUZA CRUZ SA$126,746$523,997
SPIRAX SARCO ENGINEERING PLC$48,359$85,821
SPRINT CORP$232,107$440,062
STANCORP FINANCIAL GROUP$347,657$622,750
STANDARD BANK GROUP LTD$481,812$499,009
STANDARD CHARTERED PLC$491,379$491,923
STELLA INTERNATIONAL$83,737$81,550
STRATEGIC HOTELS + RESORTS I$490,098$552,069
SUMITOMO ELECTRIC INDUSTRIES$137,339$193,582
SUMITOMO MITSUI FINANCIAL GR$381,247$654,907
SUMITOMO MITSUI TRUST HOLDIN$247,991$284,630
SUNTRUST BANKS INC$223,710$438,039
SUZUKI MOTOR CORP$11,464$26,906
SVENSKA HANDELSBANKEN A SHS$271,021$500,377
SWATCH GROUP AG/THE BR$75,931$128,592
SWATCH GROUP AG/THE REG$144,669$217,316
SWIRE PACIFIC LTD A$78,683$76,202
SWISSCOM AG REG$189,625$379,643
SYMANTEC CORP$882,176$1,207,296
SYNGENTA AG REG$526,390$706,127
SYNOPSYS INC$274,621$490,897
SYSMEX CORP$118,810$259,969
TAIWAN SEMICONDUCTOR SP ADR$1,317,850$1,948,205
TAMBANG BATUBARA BUKIT ASAM$53,425$35,620
TATA CONSULTANCY SVCS LTD$848,968$1,269,976
TE CONNECTIVITY LTD$457,838$768,785
TECHNIP SA$78,021$69,021
TELEDYNE TECHNOLOGIES INC$316,225$815,717
TELEKOMUNIK INDONESIA SP ADR$1,292,502$1,308,525
TESCO CORP$348,097$557,796
TESLA MOTORS INC$49,251$270,684
TEXAS INSTRUMENTS INC$276,171$3,034,181
THERMON GROUP HOLDINGS INC$992,912$1,346,822
THOMAS COOK GROUP PLC$250,190$367,202
TIGER BRANDS LTD$345,747$489,757
TIME WARNER CABLE$547,635$1,335,488
TIME WARNER INC$808,087$1,670,910
TITAN INTERNATIONAL INC$254,390$198,319
TJX COMPANIES INC$64,124$388,753
TOYOTA MOTOR CORP$124,435$158,813
TRANSOCEAN LTD$1,012,947$1,052,646
TREND MICRO INC$284,451$304,610
TRIMBLE NAVIGATION LTD$137,179$1,564,970
TRUWORTHS INTERNATIONAL LTD$330,679$409,951
TULLOW OIL PLC$494,413$353,797
TURKCELL ILETISIM HIZMET AS$707,270$673,018
TURKIYE IS BANKASI C$589,521$706,246
TWENTY FIRST CENTURY FOX A$396,906$1,027,256
TYCO INTERNATIONAL LTD$300,589$469,908
UBS AG REG$241,005$349,206
UGI CORP$171,632$969,749
UNICHARM CORP$200,132$182,674
UNIFIRST CORP/MA$498,830$749,000
UNILEVER NV CVA$524,124$532,925
UNILEVER PLC$78,851$73,995
UNILEVER PLC SPONSORED ADR$252,278$321,360
UNION PACIFIC CORP$50,002$453,600
UNITED CONTINENTAL HOLDINGS$372,215$609,063
UNITED PARCEL SERVICE CL B$741,668$1,040,292
UNITED STATIONERS INC$375,126$761,315
UNITED TRACTORS TBK PT$562,194$521,662
UNITEDHEALTH GROUP INC$463,624$512,040
VALE SA SP ADR$1,191,042$733,525
VIA VAREJO SA$484,721$522,348
VIENNA INSURANCE GROUP AG$62,432$62,146
VIPSHOP HOLDINGS LTD ADS$14,402$602,580
VISA INC CLASS A SHARES$569,557$1,536,492
VODACOM GROUP LTD$734,359$717,676
VODAFONE GROUP PLC$256,823$306,174
VODAFONE GROUP PLC SP ADR$179,769$345,928
VULCAN MATERIALS CO$144,111$243,622
WACKER CHEMIE AG$205,427$261,725
WAL MART STORES INC$554,797$849,852
WALT DISNEY CO/THE$264,877$542,440
WALTER INVESTMENT MANAGEMENT$1,375,621$1,181,024
WASTE CONNECTIONS INC$656,185$1,342,931
WATERS CORP$61,356$170,000
WEATHERFORD INTL LTD$357,510$399,642
WEICHAI POWER CO LTD H$547,519$479,607
WELLS FARGO + CO$1,768,001$2,295,469
WHARF HOLDINGS LTD$78,814$126,955
WHIRLPOOL CORP$360,812$674,498
WHITBREAD PLC$282,264$646,109
WILLIS GROUP HOLDINGS PLC$626,962$784,175
WOLSELEY PLC$272,535$363,220
WOOD GROUP (JOHN) PLC$108,713$101,700
WOODWARD INC$498,305$790,421
WOOLWORTHS HOLDINGS LTD$424,852$480,917
WORKDAY INC CLASS A$15,167$382,203
WYNN MACAU LTD$806,627$1,312,841
XEROX CORP$329,733$369,968
XOOM CORP$104,016$557,554
YAHOO JAPAN CORP$356,050$402,412
YAMADA DENKI CO LTD$83,370$59,894
YANDEX NV A$238,754$293,420
YPF S.A. SPONSORED ADR$1,065,680$943,876
ZEBRA TECHNOLOGIES CORP CL A$701,441$946,400
ZIGGO NV$114,558$192,873
ZIMMER HOLDINGS INC$46,665$83,871
ZODIAC AEROSPACE$236,045$283,680
AKO EUROPEAN LONG ONLY FD LTD$22,500,000$24,491,250
GENERATION INV MAN GLOBAL EQUT$30,748,257$47,949,524
SILCHESTER INTL VALUE EQUITY$48,613,052$79,853,203
VALUEACT CAP PRTN II LP VLUB$35,000,000$46,081,980
WESTWOOD WGI EMERGING MARKETS$29,217,245$34,845,259
CORP STOCK - SEE GEA DETAIL$0$0

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$64,125,889USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$65,260,114USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$5,986,629StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$6,064,237StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (163 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ABINGWORTH BIOVENTURES IIFMV$0$283,256
ABINGWORTH BIOVENTURES IIIFMV$2,537,217$684,892
ANGELENO 3FMV$3,276,953$3,597,601
ANGELENO INVESTORS IIFMV$4,242,703$2,389,511
ARCHER CPT OFFSHOREFMV$14,986,286$21,786,730
AURELIUS CAPITAL INTERNATIONALFMV$5,338,835$10,811,955
AXIOM ASIA 2FMV$4,430,850$4,444,308
AXIOM ASIA PRIVATE CAPITALFMV$1,050,157$930,883
AXIOM ASIA PRIVATE CAPITAL 1FMV$1,137,492$3,581,558
BAKER BROTHERS LIFE SCIENCESFMV$16,596,432$43,634,449
BAUPOST 4FMV$13,090,319$27,870,071
BEACON CAPITAL PART IV LPFMV$17,466,032$9,174,214
BEACON CAPTAL PART V LPFMV$18,144,104$7,933,827
BENCHMARK CAPITAL PARTNERS VIIFMV$6,562,500$12,472,512
BIL LTDFMV$11,849,292$17,848,849
BROADREACH CAP PART REIT IIFMV$18,585,712$10,089,842
CASTLE HARLAN PARTNERS IVFMV$2,540,558$1,077,571
CCG INVESTMENT FUND, LPFMV$6,967,094$2,261,773
CD + R 8FMV$7,187,576$12,550,642
CD + R ASSOCIATES VIIFMV$5,979,876$7,162,667
CD+R 7 COINVESTFMV$8,274,520$10,439,216
CENTERBRIDGE CREDIT PARTNERSFMV$5,926,549$9,490,674
CERBERUS INSTITUTIONAL PARTNRSFMV$6,894,634$15,840,257
CHARLES RIVER PRTNR 13FMV$3,780,062$5,580,880
CHRYSCAPITAL IVFMV$951,583$1,487,800
CHRYSCAPITAL V LLCFMV$4,346,644$3,991,662
CIPEF IVFMV$3,900,560$4,216,386
CIPEF VFMV$6,906,228$5,977,711
COLISEUM CAPITAL PARTNERSHIPFMV$20,059,631$41,252,781
CROWN EURO BO 2FMV$6,622,968$7,390,869
DAVIDSON KEMPNER INSTITUTIONALFMV$25,000,000$27,825,130
DENHAM 5FMV$5,601,043$2,543,927
DENHAM 6FMV$2,788,898$2,608,210
DISTRESSED & DOMESTIC FUND 426FMV$10,000,000$10,110,767
DISTRESSED & DOMESTIC FUND 427FMV$20,000,000$20,007,546
DISTRESSED & DOMESTIC FUND 494FMV$1,150,000$1,127,292
DOMESTIC L&S INVEST FUND 495FMV$10,000,000$10,000,000
DRAWBRIDGEFMV$5,412,837$12,123,271
ENERGY CAPITAL IFMV$10,784,179$8,247,127
ENERGY CAPITALL 2FMV$10,365,587$12,073,906
ETON PARK OVERSEAS FUNDFMV$1,301,404$2,265,154
FARALLON CAPITAL INST PARTNERSFMV$7,897,597$13,251,981
FIRST RESERVE CORP XI LPFMV$12,028,450$9,189,931
FIRST RESERVE XFMV$1,304,783$424,074
FOUNDATION CAPITAL IIFMV$1,769,028$4,213,946
FOUNDATION CAPITAL IIIFMV$3,528,347$1,116,476
FOUNDATION CAPITAL IVFMV$4,110,427$3,814,248
FOUNDATION CAPITAL LEADERSHIPFMV$1,074,808$345,213
FOUNDATION CAPITAL VFMV$4,319,202$2,955,561
FOUNDATION CAPITAL VIFMV$7,608,000$10,259,820
FRIEDMAN FLEISCHER LOWE 3FMV$6,844,058$8,834,416
FRIEDMAN FLEISCHER LOWE CAP PRFMV$2,361,885$2,358,739
FRIEDMAN FLEISHER LOWE II LPFMV$4,217,749$4,898,565
GGC INVESTMENT IIFMV$11,851,532$6,996,956
GGC OPPFMV$19,601,100$24,612,151
GMO FORESTRY FUND 8 BFMV$10,444,722$11,301,877
GSR 3FMV$4,400,000$4,941,689
GSR 4FMV$3,220,000$3,416,528
GSR VENTURES IIFMV$4,903,302$5,201,396
HELLMAN + FRIEDMAN 6FMV$4,950,017$6,707,611
HELLMAN + FRIEDMAN 7FMV$1,879,855$2,074,094
HOUSTONIC 4FMV$7,287,056$11,936,755
HUSATONIC 5FMV$5,500,000$6,502,757
IGP IIIFMV$1,699,942$1,879,192
INDUSTRIAL GROWTH PARTNERS IIFMV$2,401,394$1,388,678
INDUSTRIAL GROWTH PARTNERS IVFMV$2,607,905$2,610,766
INVESCO REAL ESTATE I LPFMV$4,959,334$3,688,871
INVESCO REAL ESTATE IIFMV$5,400,662$9,630,423
JP MORGAN ALTERNATIVE PROPERTYFMV$2,277,033$1,943,386
K9 VENTURES II LPFMV$275,000$249,214
KKR STRATEGIC CAP OVERSEAS LTDFMV$236,117
KPS CAPITAL PTNR IIIFMV$5,711,508$6,720,121
LEGACY PARTNERS REALTY FUND 1FMV$17,476,482$13,068,306
LEGACY PARTNERS REALTY FUND IIFMV$20,000,000$4,136,767
LGT CROWN EUROPEAN BUYOUTFMV$5,505,086$5,191,042
LONE STAR R E FUND II LPFMV$4,366,042$5,919,015
LOWERCASE SPUR,L.P.FMV$900,000$1,527,590
LOWERCASE STAMPEDE LPFMV$975,000$814,988
MACFARLANE URBAN REAL ESTATEFMV$24,999,999$8,120,823
MADRONA VENTURE 4FMV$5,128,490$4,476,954
MADRONA VENTURE FUND V, L.P.FMV$1,750,000$1,803,458
MADRONA VENTURE IIIFMV$8,314,053$15,589,032
MAYFIELD 13FMV$4,865,980$7,439,632
MAYFIELD XIIFMV$4,483,537$7,733,018
MULTI-STRAT/ARB INVST FUND 491FMV$6,000,000$6,210,106
MULTI-STRAT/ARB INVST FUND 492FMV$6,000,000$6,454,714
MULTI-STRAT/ARB INVST FUND 493FMV$8,000,000$8,014,797
NEW ENTERPRISE ASSOC 8 A LPFMV$1,113,500$303,407
NEW ENTERPRISE ASSOC VIIIFMV$2,537,036$567,858
NEW ENTERPRISE ASSOCIATES 10FMV$3,431,547$1,603,727
NEW ENTERPRISE ASSOCIATES 11FMV$2,715,926$3,898,161
NEW ENTERPRISE ASSOCIATES 12FMV$9,137,743$8,713,050
NEW ENTERPRISE ASSOCIATES IXFMV$4,091,024$914,186
NEW ENTERPRISE ASSOCIATES VIFMV$415,486$64,603
NEW ENTERPRISE ASSOCIATES VIIFMV$1,213,504$65,053
NEXUS INDIA CAP 2FMV$6,352,850$9,776,945
NEXUS INDIA CAPITAL I LPFMV$3,836,307$6,779,290
NEXUS VENTURES III,LTDFMV$1,800,000$1,711,276
OCH ZIFF OVERSEAS FUND II,LPFMV$50,000,000$60,022,468
OCH ZIFF RE PARALLEL 2AFMV$10,233,663$11,908,534
OCH ZIFF REAL ESTATEFMV$8,497,921$10,377,993
OCM OPPORTUNITIES FUND VII BFMV$1,752,392$4,854,479
ONSET ENTERPRISE ASSOCIATES IIFMV$1,388,759$78,921
ONSET ENTRP ASSOCIATES IIIFMV$3,937,872$1,295,350
ONSET IVFMV$4,208,221$1,630,468
PERRY PARTNERS ALLFMV$282,987$505,510
POINT 406 VENTURES 2FMV$1,604,333$1,231,349
PROSPECT HARBOR CRED PARTNERSFMV$184,012$450,126
SAGEVIEW CAPITAL PARTNERSFMV$2,291,932$1,820,205
SEQUOIA 2010 CHINA GROWTHFMV$4,401,619$4,804,897
SEQUOIA 2010 USFMV$3,385,637$17,903,089
SEQUOIA CAP INDIA GROWTH FD 1FMV$3,913,764$4,197,825
SEQUOIA CAP INDIA GROWTH2FMV$3,720,000$3,654,554
SEQUOIA CAPITAL CHINA GROWTH 1FMV$1,966,443$2,128,082
SEQUOIA CAPITAL CHINA IFMV$1,295,827$4,940,724
SEQUOIA CAPITAL CHINA IIFMV$2,623,326$8,368,144
SEQUOIA CAPITAL CHINA VENTUREFMV$1,125,000$1,039,175
SEQUOIA CAPITAL FRANCHISE FUNDFMV$3,345,755$4,240,719
SEQUOIA CAPITAL GLOB GROWTH FDFMV$760,000$759,659
SEQUOIA CAPITAL GROWTH 4FMV$6,284,162$8,297,313
SEQUOIA CAPITAL GROWTH FD IIIFMV$5,556,247$7,495,774
SEQUOIA CAPITAL GROWTH FD VFMV$5,660,529$9,440,400
SEQUOIA CAPITAL INDIA III LPFMV$2,926,041$3,524,718
SEQUOIA CAPITAL ISRAEL IIIFMV$1,473,220$1,511,118
SEQUOIA CAPITAL ISRAEL VENTUREFMV$390,000$365,550
SEQUOIA CAPITAL ISREAL 4FMV$2,024,403$2,045,322
SEQUOIA CAPITAL IXFMV$6,905,619$1,577,645
SEQUOIA CAPITAL U.S. VENTUREFMV$1,700,000$1,561,997
SEQUOIA CAPITAL XFMV$4,868,726$1,017,361
SEQUOIA CAPITAL XI LPFMV$4,057,819$16,226,985
SEQUOIA CAPITAL XIIFMV$6,352,806$25,645,636
SEQUOIA CHINA VENTURE 2010FMV$2,495,222$4,425,219
SOWOOD ALPHA FUND LTDFMV$457,780$51,515
SPLIT ROCK 2FMV$7,442,629$6,319,767
SPLIT ROCK PARTNERS, LPFMV$8,459,668$6,625,550
SPO 2FMV$17,953,032$31,975,119
STARWOOD 8FMV$15,820,841$20,385,144
STARWOOD OPPORTUNITY FD VII DFMV$26,998,203$21,338,028
SUTTER HILL VENTURES L.P.FMV$25,498,031$27,440,487
TA ASSOC 11FMV$5,790,300$7,463,400
TCW ENERGY PARTNERS XIVFMV$7,906,495$7,621,799
TECHNOLOGY PART VIIIFMV$3,931,540$3,173,177
TECHNOLOGY PARTNERS FUND VIFMV$2,414,741$228,668
TECHNOLOGY PRTNR FD VII LPFMV$3,838,312$1,138,579
TOTAL RETURN SWAPFMV$2,648
TRUE VENTURE 1 L.P.FMV$4,232,107$4,849,922
TRUE VENTURES 2FMV$5,474,429$7,965,382
TRUE VENTURES 3FMV$6,700,000$6,749,962
VARDE FUND IXFMV$3,429,940
VENTURE INVESTMENT FUND # 581FMV$1,420,236$1,256,315
VENTURE INVESTMENT FUND # 590FMV$167,888$239,128
VENTURE INVESTMENT FUND # 591FMV$630,000$726,504
VENTURE INVESTMENT FUND # 592FMV$18,759$15,440
VENTURE INVTMENT ASSOCIATES IIFMV$109,383
VENTURE LENDING + LEASING VFMV$2,568,149$3,287,250
WARBURG PINCUS PRT EQT IXFMV$2,656,698$6,925,663
WHIPPOORWILL OFFSH DIST OPP 1FMV$1,519,897$452,294
GOODWELL TECHNOLOGIESFMV$117,400$0
INTOUCH TECHNOLOGIES INCFMV$20,442$16,291
INTOUCH TECHNOLOGIES INCFMV$49,101$72,950
INTOUCH TECHNOLOGIES INCFMV$139,888$290,969
LIVHOME INCFMV$292,074$80,180
VERICARE, INCFMV$173,521$215,168

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (5 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ADLER - GRANTEE ADVICE$22,379$22,379
BUCHALTER NEMER - OPER MATTERS$2,013$1,610$403
COOLEY - INVESTMENT REVIEWS$45,164$45,164
MORRISON - EMPLOYMENT MATTERS$2,539$2,031$508
CAPLIN - GRANT MATTERS$1,416$1,416

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST RECEIVABLE$1,116,547$1,204,081$1,204,081
DIVIDENDS RECEIVABLE$342,887$386,566$386,566
PREPAID EXPENSES$274,846$221,250$221,250
DEFD COMP ASSETS - 457B PLAN$408,458$534,246$534,246

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescriptionDescriptionAmountAmount
DIFFERENCE IN ACCRUAL VS. CASH EXPENSE$42,029
DIFFERENCE IN BOOK-TAX IN EXPENSES$2,857,392
DIFFERENCE IN BOOK-TREATMENT OF 457$125,788

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PARTNERSHIP INV. EXPENSES$15,807,065
OFFICE SUPPLIES$25,554$102,292$76,738
EQUIP & FACILITIES MAINTENANCE$7,591$37,957$30,366
POSTAGE$1,555$7,786$6,231
INSURANCE$6,155$30,774$24,619
MEMBERSHIPS/DUES/FEES$4,436$12,539$8,103
BANK CUSTODIAL SERVICES$302,012$302,012
RECRUITMENT$994$4,998$4,004
INFORMATION TECHNOLOGY$149,510$535,671$386,161
TEMPORARY HELP$228$1,138$910
LOSS ON ABANDONED FIXED ASSETS$32,951$164,755
FAP APPROVALS$1,155,037$1,155,037

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
RENTAL INCOME$223,776$223,776
SECURITIES LENDING$153,846$153,846
NET CURRENCY GAINS$443,671$443,671
PARTNERSHIP INCOME$22,059,484

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionDIFFERENCE IN GRANTS EXPENSE VS. PAIDDescription
Amount$9,404,934Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED EXCISE TAXDesc
BOY Book Value$3,592,701BOYBookValueAmt
EOY Book Value$6,968,682EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT OF INVESTMENTS$3,835,248$3,835,248
ALBOURNE AMERICA, LLC$240,000$240,000
BRIAN ELLIOT$91,020$91,020
DONNA DAVIDSON$67,670$13,533$54,137
VARIOUS UNDER $50,000 EACH$325,598$46,345$279,253

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$1,857,622Amt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOF-VIII INVESTOR IIIBusinessNameLine1

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line121 ST THOMAS STREET BS1 6JSAddressLine1
CityBRISTOLCity
CountryUKCountry
FieldValueIRS element (for citing)
EIN980579697EIN
Desc0$ WAS TRANSFERRED TO THIS ENTITY IN 2013.Desc
Amt$0Amt
FieldValueIRS element (for citing)
Total$0TotalAmt