STUPSKI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STUPSKI FOUNDATION (EIN 68-0397103)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349107231
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:34:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Advisory Group LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Lagoon Drive Ste 400 | AddressLine1Txt |
| City | Redwood CIty | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680397103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUPSKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LORREE NOVOTNY | InCareOfNm |
| Business Name Control | STUP | BusinessNameControlTxt |
| Phone | 4156554400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY ST STE 1100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORREE NOVOTNY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4156554400 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WING F LEE | PreparerPersonNm |
| PTIN | P01328047 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $168,686,266 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,008,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,834,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,966,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $92,398,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $94,857 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $497,074 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,070,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,331,816 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $870,116 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $252,187 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $617,929 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,418,053 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $108,524 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,716,823 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,152,490 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $88,535 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,030,059 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $139,368 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $24,713 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $118,075 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $239,105 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $93,935 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $93,934 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $949,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $233,596 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $702,591 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,835 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,097 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $216,604 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $783,903 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $48,527 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $723,376 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $947,167 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $29,481 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $963,052 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,438,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $684,010 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,492,459 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,183,454 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,590,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,458,298 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,832,707 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,521,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,016,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,590,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,979,648 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,945,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,741,211 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $545,947 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,128,185 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,128,185 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $140,168 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $158,686 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $158,686 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $146,620,665 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $99,812,132 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $99,812,132 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $47,142,080 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,719,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,719,318 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,518,350 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $995,968 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $738,987 | LandBOYAmt |
| Land EOY | $522,382 | LandEOYAmt |
| Land EOYFMV | $522,382 | LandEOYFMVAmt |
| Other Assets BOY | $28,499,402 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,345,563 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,345,563 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $223,687,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,686,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $168,686,266 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,687,455 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,834,107 | AccountsPayableEOYAmt |
| Grants Payable BOY | $16,650,379 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,347,115 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $22,337,834 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,181,222 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $201,349,415 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $149,505,044 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $201,349,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $149,505,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $223,687,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $168,686,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $201,349,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,945,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,101,551 | OtherIncreasesAmt |
| Subtotal | $149,505,044 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $149,505,044 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS FROM 2024 K-1S | P | $6,403,161 | $6,403,161 | $6,403,161 | |
| PUBLICLY TRADED SECURITIES | P | $84,020,748 | $1,775,762 | $1,775,762 | $82,244,986 |
| PORTFOLIO INVESTMENTS | P | $1,974,097 | -$15,038,397 | -$15,038,397 | $17,012,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,859,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,903 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $65,903 | SubtotalAmt |
| Tax Based On Investment Income | $65,903 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $175,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $175,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $109,097 | OverpaymentAmt |
| Applied To ES Tax | $89,097 | AppliedToESTaxAmt |
| Refund | $20,000 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.STUPSKI.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORREE NOVOTNY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156554400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 NEW MONTGOMERY ST SUITE 1100 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941054551 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Deborah Alvarez-Rodreguez | ||||||||
| 90 NEW MONTGOMERY ST STE 1100 | SAN FRANCISCO | CA | 941054551 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| Keoni Lee | ||||||||
| 90 NEW MONTGOMERY ST STE 1100 | SAN FRANCISCO | CA | 941054551 | DIRECTOR | 5.0 | $0 | $0 | $0 |
| GLEN GALAICH | ||||||||
| 90 NEW MONTGOMERY ST STE 1100 | SAN FRANCISCO | CA | 941054551 | CHIEF EXECUTIVE OFFICER | 40.0 | $572,000 | $65,748 | $0 |
| JIM WIGGETT | ||||||||
| 90 NEW MONTGOMERY ST STE 1100 | SAN FRANCISCO | CA | 941054551 | Director/Board Chair | 10.0 | $0 | $0 | $0 |
| MAIDA LYNN | ||||||||
| 90 NEW MONTGOMERY ST STE 1100 | SAN FRANCISCO | CA | 941054551 | DIRECTOR/Secretary | 5.0 | $0 | $0 | $0 |
| LORREE NOVOTNY | ||||||||
| 90 NEW MONTGOMERY ST STE 1100 | SAN FRANCISCO | CA | 941054551 | Treasurer | 40.0 | $298,116 | $54,357 | $0 |
| Marisa Hayase | ||||||||
| 90 NEW MONTGOMERY ST STE 1100 | SAN FRANCISCO | CA | 941054551 | Director | 5.0 | $0 | $0 | $0 |
| Pia Infante | ||||||||
| 90 NEW MONTGOMERY ST STE 1100 | SAN FRANCISCO | CA | 941054551 | Director | 5.0 | $0 | $0 | $0 |
| Richard Tate | ||||||||
| 90 NEW MONTGOMERY ST STE 1100 | SAN FRANCISCO | CA | 941054551 | Director | 5.0 | $0 | $0 | $0 |
| Sam Cobbs | ||||||||
| 90 NEW MONTGOMERY ST STE 1100 | SAN FRANCISCO | CA | 941054551 | Director | 5.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER T NGUYEN | ||||||||
| 90 NEW MONTGOMERY | SAN FRANCISCO | CA | 941054551 | DIRECTOR | 40.0 | $358,064 | $49,688 | $0 |
| DANIEL G TUTTLE | ||||||||
| 90 NEW MONTGOMERY | SAN FRANCISCO | CA | 941054551 | DIRECTOR | 40.0 | $347,881 | $55,137 | $0 |
| AILEEN SUZARA | ||||||||
| 90 NEW MONTGOMERY | SAN FRANCISCO | CA | 941054551 | DIRECTOR | 40.0 | $358,064 | $43,625 | $0 |
| GWYNETH D TRIPP | ||||||||
| 90 NEW MONTGOMERY | SAN FRANCISCO | CA | 941054551 | DIRECTOR | 40.0 | $229,320 | $41,496 | $0 |
| DEVONA J WILLIAMS | ||||||||
| 90 NEW MONTGOMERY | SAN FRANCISCO | CA | 941054551 | CONTROLLER | 40.0 | $217,047 | $51,856 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 12 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PATRICK LEE | |||||
| 1383 14th Ave | SAN FRANCISCO | CA | 94122 | Consultant | $279,545 |
| Connery Consulting LLC | |||||
| 251 Post St Ste 310 | SAN FRANCISCO | CA | 94108 | Consultant | $186,969 |
| Spitfire Strategies LLC | |||||
| 650 Massachusetts Ave NW Suite 600 | WASHINGTON | DC | 20001 | Consultant | $186,199 |
| Pathstone | |||||
| One Maritime Plaza 6th Floor | SAN FRANCISCO | CA | 94111 | Investment Advisor | $152,018 |
| BAKER TILLY ADVISORY GROUP LP | |||||
| Three Lagoon Drive Suite 400 | REDWOOD CITY | CA | 94065 | Tax Accountant | $118,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHMENT J | Description1Txt |
| Expenses1 | $386,605 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHMENT K | Description1Txt |
| Expenses1 | $10,000,000 | Expenses1Amt |
| Description2 | SEE ATTACHMENT L | Description2Txt |
| Expenses2 | $5,000,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $14,855,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $29,855,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $130,626,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,035,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $55,043,536 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $187,705,535 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $187,705,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,815,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $184,889,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,244,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,244,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,903 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12,090 | IncomeTaxAmt |
| Total Tax | $77,993 | TotalTaxAmt |
| Distributable Before Adj | $9,166,505 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,166,505 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,166,505 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,979,648 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $29,855,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $91,834,648 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,166,505 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,597,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,486,066 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,376,236 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,714,653 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,659,457 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $195,834,005 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,834,648 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $9,166,505 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,668,143 | RemainingDistriFromCorpusAmt |
| Total Corpus | $278,502,148 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,597,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $265,904,555 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,486,066 | ExcessFromYear4Amt |
| Excess From Year3 | $25,376,236 | ExcessFromYear3Amt |
| Excess From Year2 | $63,714,653 | ExcessFromYear2Amt |
| Excess From Year1 | $57,659,457 | ExcessFromYear1Amt |
| Excess From Current Year | $82,668,143 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE J STUPSKI DECEASED LAW | ContributingManagerNm |
| Contributing Manager | DATED 9201990 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (205 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Elepaio Social Services | |||||||
| 86-260 Farrington Highway | Waianae | HI | 96792 | NONE | PC | To provide general operating support. | $600,000 |
| 10000 Degrees | |||||||
| 1650 Los Gamos Rd Suite 205 | San Rafael | CA | 94903 | NONE | PC | To support efforts to provide college access services to a majority of students in San Francisco Unified District high schools. | $260,000 |
| 10000 Degrees | |||||||
| 1650 Los Gamos Rd Suite 205 | San Rafael | CA | 94903 | NONE | PC | To support collaborative efforts among the San Francisco Unified School District and 10,000 Degrees by jointly assisting students through college barriers, encouraging student participation in college activities, and supporting student-serving staff. | $45,000 |
| 50CAN | |||||||
| 1380 Monroe St Northwest 413 | Washington | DC | 20010 | NONE | PC | To support the HawaiiKidsCAN project. | $475,000 |
| Agricultural Institute of Marin | |||||||
| 2169 Francisco Blvd East Suite A | San Rafael | CA | 94901 | NONE | PC | To support collaborative efforts in developing farmers markets incubator booths with a focus on elevating BIPOC, women, immigrant, and minority farmers. | $192,500 |
| Agroecology Commons | |||||||
| 836 Marin Rd | El Sobrante | CA | 94803 | NONE | PC | To provide general operating support. | $100,000 |
| Alameda Health System Foundation | |||||||
| 55 Harrison St 6th Floor | Oakland | CA | 94607 | NONE | PC | To support the Alameda Health System Palliative Care program efforts to assess key processes and outcomes. | $54,000 |
| Alameda Health System Foundation | |||||||
| 350 Frank H Ogawa Plaza Suite 900 | Oakland | CA | 94612 | NONE | PC | To support the expansion of palliative care services. | $1,400,000 |
| Alameda Health System Foundation | |||||||
| 350 Frank H Ogawa Plaza Suite 900 | Oakland | CA | 94612 | NONE | PC | To support the HealthPath work-based learning program. | $200,000 |
| All Hands on Deck Network | |||||||
| 37 Bridge St Box 749 | Northampton | MA | 01060 | NONE | NC | To support education advancement through grants promoting nonpartisan voter education, voter engagement, issue advocacy, and community outreach. | $250,000 |
| ALS Network | |||||||
| PO Box 11284 | Honolulu | HI | 96828 | NONE | PC | To support programs and services that directly benefit residents of any Hawaii Neighbor Island. | $50,000 |
| Alzheimer's Association | |||||||
| 2290 North First St Suite 101 | San Jose | CA | 95131 | NONE | PC | To support programs and services that directly benefit residents of any Hawaii Neighbor Island. | $100,000 |
| American Heart Association Inc | |||||||
| 707 Richards St Suite 615 | Honolulu | HI | 96813 | NONE | PC | To support programs and services that directly benefit residents of any Hawaii Neighbor Island. | $100,000 |
| American Lung Association | |||||||
| 1050 Queen St Suite 100 | Honolulu | HI | 96814 | NONE | PC | To support programs and services that directly benefit residents of any Hawaii Neighbor Island. | $100,000 |
| Appalachian Community Fund Inc | |||||||
| 1405 E Magnolia Ave | Knoxville | TN | 37917 | NONE | PC | To support the Appalachian Rekindling Project. | $10,000 |
| ArchCity Defenders | |||||||
| 440 North 4th St Suite 390 | St Louis | MO | 63102 | NONE | PC | To support the Northside Center for Power and Transformation. | $5,000 |
| Asian Pacific Environmental Network | |||||||
| 426 17th St Ste 500 | Oakland | CA | 94612 | NONE | PC | To provide general operating support. | $200,000 |
| Asian Pacific Fund | |||||||
| 345 California St | San Francisco | CA | 94104 | NONE | PC | To support the Accelerating Capacity for Transformation for Asian American, Native Hawaiian, and Pacific Islander Communities Program and support the 2024 gala. | $57,500 |
| Ayudando Latinos A Soar | |||||||
| 636 Purissima St | Half Moon Bay | CA | 94019 | NONE | PC | To sponsor cultural center groundbreaking. | $5,000 |
| Bayview Association for Youth | |||||||
| 1201 Mendell St | San Francisco | CA | 94124 | NONE | PC | To provide general operating support. | $48,000 |
| Bayview Hunters Point Multipurpose Senior Services | |||||||
| 1753 Carroll Ave | San Francisco | CA | 94124 | NONE | PC | To support the Adult Day Health program. | $100,000 |
| Black Cultural Zone | |||||||
| 8321 International Blvd | Oakland | CA | 94621 | NONE | PC | To support the conversion of two kitchens in Oakland's Arroyo Viejo Recreation Center into a food hub that will expand economic opportunities, living wage jobs, food security, and healthy food to East Oakland residents. | $200,000 |
| Black Women Birthing Justice | |||||||
| 8421 Outlook Ave | Oakland | CA | 94605 | NONE | PC | To provide general operating support. | $75,000 |
| Booker T Washington Community Service Center | |||||||
| 800 Presidio Ave | San Francisco | CA | 94115 | NONE | PC | To support the development of a community preservation and production kitchen that sources food from primarily Black farmers, and a community store that provides produce, raw ingredients, and meals free of charge. | $200,000 |
| Booker T Washington Community Service Center | |||||||
| 800 Presidio Ave | San Francisco | CA | 94115 | NONE | PC | To provide general operating support. | $200,000 |
| Borealis Philanthropy | |||||||
| PO Box 3295 | Minneapolis | MN | 55403 | NONE | PC | To support the Communities Transforming Policing Fund. | $100,000 |
| Boys & Girls Club of Maui Inc | |||||||
| 100 Kanaloa Ave | Kahului | HI | 96732 | NONE | PC | To provide general operating support. | $550,000 |
| Braven | |||||||
| 100 N La Salle St Suite 310 | Chicago | IL | 60602 | NONE | PC | To provide general operating support. | $300,000 |
| BVM Capacity Building Institute Inc | |||||||
| 3390 Stonewall Tell Rd Southwest | Atlanta | GA | 30349 | NONE | PC | To provide general operating support. | $100,000 |
| BYP100 Education Fund | |||||||
| 2501 Chatham Rd STE 4068 | Springfield | IL | 62704 | NONE | PC | To provide general operating support. | $100,000 |
| Cal State East Bay Educational Foundation | |||||||
| 25800 Carlos Bee Blvd | Hayward | CA | 94542 | NONE | PC | To support a more visible, accessible, and equitable advising system that enhances student engagement and success through space modernization, technology integration, continuous professional development, wellness initiatives, and comprehensive evaluation, with a focus on increasing retention and graduation rates, particularly among underrepresented students. | $2,480,000 |
| California Black Power Network | |||||||
| 3553 Atlantic Ave Suite B | Long Beach | CA | 90807 | NONE | PC | To provide general operating support. | $300,000 |
| California Budget & Policy Center | |||||||
| 1107 9th St Suite 310 | Sacramento | CA | 95814 | NONE | PC | To sponsor the Policy Insights 2024 Conference. | $5,000 |
| California Community Foundation | |||||||
| 221 South Figueroa St | Los Angeles | CA | 90012 | NONE | PC | To support the Powerful Innovations for Voter Organizing and Transformation (PIVOT) project. | $100,000 |
| California Environmental Justice Alliance | |||||||
| 1370 N St Andrews Place Suite C14 | Los Angeles | CA | 90028 | NONE | PC | To provide general operating support. | $100,000 |
| Ceeds of Peace | |||||||
| PO Box 235696 | Honolulu | HI | 96823 | NONE | PC | To support Hawaii Afterschool Alliance Community Schools Project and production of a resource booklet for the Community Schools program of the Hawaii Afterschool Alliance project. | $205,100 |
| Center for Asian American Media | |||||||
| 145 9th St Ste 350 | San Francisco | CA | 94103 | NONE | PC | To sponsor CAAMFest 2024. | $5,000 |
| Center for Empowered Politics Education Fund | |||||||
| 1212 Broadway Suite 700 | Oakland | CA | 94612 | NONE | PC | To support the Grassroots Democracy Initiative project. | $500,000 |
| Center for Tomorrow's Leaders | |||||||
| 677 Ala Moana Blvd Ste 1100 | Honolulu | HI | 96813 | NONE | PC | To provide general operating support. | $300,000 |
| Chinese Progressive Association | |||||||
| 1042 Grant Ave 5th Floor | San Francisco | CA | 94133 | NONE | PC | To provide general operating, support the Black futures Lab project and support the San Francisco Rising project's leadership transition. | $250,000 |
| Circle of Life Connections | |||||||
| PO Box 6783 | Albany | CA | 94706 | NONE | PC | To support the Seed Stewards project. | $100,000 |
| ClimbHI | |||||||
| 175 Nawiliwili St | Honolulu | HI | 96825 | NONE | PC | To provide general operating support. | $500,000 |
| Coalition for Humane Immigrant Rights | |||||||
| 2533 W 3rd St Suite 101 | Los Angeles | CA | 900571096 | NONE | PC | To provide general operating support. | $300,000 |
| Coleman Advocates for Children & Youth | |||||||
| 459 Vienna St | San Francisco | CA | 94112 | NONE | PC | To support the Students Making a Change program. | $200,000 |
| Collaborative Support Services | |||||||
| 720 University Ave Suite 200 | Los Gatos | CA | 95032 | NONE | PC | To support the Commit to Keiki project and support the development of the Community-Based Kindergarten Readiness Continuum program serving Waimanalo and Puna rural communities. rural communities. | $285,000 |
| Common Counsel Foundation | |||||||
| 1624 Franklin St 1022 | Oakland | CA | 94612 | NONE | PC | To support Movement for Black Lives (M4BL) project. | $100,000 |
| Community Alliance with Family Farmers Foundation | |||||||
| PO Box 363 | Davis | CA | 95617 | NONE | PC | To support the California Food and Farming Network project. | $100,000 |
| Community Clinic of Maui Inc | |||||||
| 1881 Nani St | Wailuku | HI | 96793 | NONE | PC | To provide general operating support. | $800,000 |
| Community First | |||||||
| PO Box 7158 | Hilo | HI | 96720 | NONE | PC | To provide sponsorship for the upcoming Hawaii Island Healthcare Conference. | $10,000 |
| Community Youth Center of San Francisco | |||||||
| 1038 Post St | San Francisco | CA | 94109 | NONE | PC | To support the API council project. | $388,000 |
| Compass and Keys | |||||||
| 4400 Keller Ave 150 | Oakland | CA | 94605 | NONE | PC | To provide general operating support. | $25,000 |
| Continental Micronesia Inc | |||||||
| 181 E Marine Corps Dr Suite 207 | Agana | GU | 96910 | NONE | PC | To support the Micronesia Climate Change Alliance project's Making Waves II Summit. | $10,000 |
| Coop Careers | |||||||
| 1177 6th Ave | New York | NY | 10036 | NONE | PC | To provide general operating support. | $400,000 |
| Daybreak Adult Care Centers | |||||||
| 510 17th St Suite 200 | Oakland | CA | 94612 | NONE | PC | To support the creation of a replicable and scalable micro respite and memory care program, targeting caregivers and care receivers. | $250,000 |
| Deep Medicine Circle | |||||||
| 1570 La Honda Rd | San Gregorio | CA | 94074 | NONE | PC | To provide general operating support. | $150,000 |
| DevMission | |||||||
| 360 Valencia St | San Francisco | CA | 94103 | NONE | PC | To provide general operating support. | $500,000 |
| Diversity Uplifts | |||||||
| 6371 Haven Ave | Rancho Cucamonga | CA | 91737 | NONE | PC | To support the implementation of the Medi-Cal doula benefit and expansion of the doula workforce in the Bay Area. | $250,000 |
| Domestic Violence Action Center | |||||||
| PO Box 3198 | Honolulu | HI | 96801 | NONE | PC | To support programs and services that directly benefit residents of any Hawai'i Neighbor Island. | $100,000 |
| DreamOrg | |||||||
| 436 14th St | Oakland | CA | 94612 | NONE | PC | To provide general operating support. | $400,000 |
| Earth Island Institute Inc | |||||||
| 2150 Allston Way Suite 460 | Berkeley | CA | 94704 | NONE | PC | To support the Castanea Fellowship project. | $250,000 |
| East Bay Community Foundation | |||||||
| 200 Frank H Ogawa Plaza | Oakland | CA | 94612 | NONE | PC | To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative. | $150,000 |
| East Bay Community Law Center | |||||||
| 2921 Adeline St | Berkeley | CA | 94703 | NONE | PC | To provide general operating support. | $100,000 |
| East Bay Consortium of Educational Institutions | |||||||
| PO Box 31674 | Oakland | CA | 94604 | NONE | PC | To support expansion to Ralph J. Bunche High students, enabling one-on-one counseling and targeted postsecondary support students, with a focus on increasing financial aid and postsecondary applications. | $20,000 |
| Easterseals Hawaii | |||||||
| 710 Green St | Honolulu | HI | 96813 | NONE | PC | To support programs and services that directly benefit residents of any Hawaii Neighbor Island. | $100,000 |
| Emerging Practitioners in Philanthropy | |||||||
| 201 North Union St Ste 110 | Alexandria | VA | 22314 | NONE | PC | To provide general operating and sponsor the 2024 annual conference and support the conference scholarship fund. | $397,500 |
| EPIC Ohana Inc | |||||||
| 1130 N Nimitz Hwy C210 | Honolulu | HI | 96817 | NONE | PC | To provide general operating support. | $250,000 |
| Equal Justice Society | |||||||
| 1901 Harrison St | Oakland | CA | 94612 | NONE | PC | To provide general operating support. | $100,000 |
| Erace the Hate | |||||||
| 1000 Brickell Ave Suite 715 PMB 30 | Miami | FL | 33131 | NONE | PC | To sponsor the Giver's Revivial project's Tabernacle. | $10,000 |
| Esq Apprentice | |||||||
| PO Box 24152 | Oakland | CA | 94623 | NONE | PC | To provide general operating support. | $250,000 |
| Evolve CA Education Fund Inc | |||||||
| 459 Fulton St Suite 207 | San Francisco | CA | 94102 | NONE | PC | To provide general operating support. | $50,000 |
| Feed The Hunger Fund | |||||||
| 100 Montgomery St | San Francisco | CA | 94104 | NONE | PC | To provide general operating support. | $285,000 |
| Filipino Advocates for Justice | |||||||
| 310 8th St 309 | Oakland | CA | 94607 | NONE | PC | To provide general operating support. | $100,000 |
| First Nations Development Institute | |||||||
| 2432 Main St 2nd Fl | Longmont | CO | 80501 | NONE | PC | To support the California Tribal Fund's investment in the viability and visibility of California Tribal Nations, communities, and families. | $500,000 |
| Freedom Community Clinic | |||||||
| 3215 Telegraph Ave 101 | Oakland | CA | 94612 | NONE | PC | To provide general operating support. | $2,000,000 |
| Funders for LGBTQ issues | |||||||
| 45 West 36th St 8th Floor | New York | NY | 10018 | NONE | PC | To sponsor the Pride in Philanthropy Awards Ceremony. | $10,000 |
| GLIDE Foundation | |||||||
| 330 Ellis St | San Francisco | CA | 94102 | NONE | PC | To support the Community Care Network and sponsor the Alabama Pilgrimage. | $194,000 |
| Grantmakers Concerned with Immigrants and Refugees | |||||||
| PO Box 1100 | Sebastopol | CA | 95473 | NONE | PC | To sponsor the 2024 National Convening. | $5,000 |
| Grantmakers for Effective Organizations | |||||||
| 1310 L St Northwest Suite 650 | Washington | DC | 20005 | NONE | PC | To sponsor the GEO 2024 National Conference and support the Change Leaders in Philanthropy Fellowship. | $115,000 |
| Greater Kansas City Community Foundation | |||||||
| 1055 Broadway Blvd Suite 130 | Kansas City | MO | 64105 | NONE | PC | To support the Food and Farm Communications Fund. | $300,000 |
| HUGS For Hawaiis Seriously Ill Children And Their | |||||||
| 3636 Kilauea Ave | Honolulu | HI | 96816 | NONE | PC | To support programs and services that directly benefit residents of any Hawai?i Neighbor Island. | $100,000 |
| Hana Health | |||||||
| 4590 Hana Highway | Hana | HI | 96713 | NONE | PC | To provide general operating support. | $600,000 |
| Hawaii Ulu Producers Cooperative | |||||||
| 79-1017 E Honalo Rd | KailuaKona | HI | 96740 | NONE | NC | To support education work to increase knowledge and use of culturally significant staple crops by disseminating education materials and classroom and cafeteria sampler boxes to schools. | $250,000 |
| Hawaii Good Food Alliance | |||||||
| PO Box 1334 | Kaunakakai | HI | 96748 | NONE | PC | To provide general operating support. | $1,000,000 |
| Hawaii Peoples Fund | |||||||
| PO Box 4163 | Honolulu | HI | 96812 | NONE | PC | To provide general operating support. | $125,000 |
| Hawaii Alliance for Progressive Action | |||||||
| PO Box 1534 | Kapaa | HI | 96746 | NONE | PC | To provide general operating support. | $300,000 |
| Hawaii Appleseed Center for Law and Economic | |||||||
| 733 Bishop St Ste 1180 | Honolulu | HI | 96813 | NONE | PC | To provide general operating support. | $300,000 |
| Hawaii Chamber of Commerce Foundation | |||||||
| 733 Bishop St Suite 1200 | Honolulu | HI | 96813 | NONE | PC | To support the Hawaii Chamber of Commerce's Sector Partnerships project. | $85,000 |
| Hawaii Childrens Action Network | |||||||
| 850 Richards St 201 | Honolulu | HI | 96813 | NONE | PC | To provide general operating support. | $300,000 |
| Hawaii Children's Cancer Foundation | |||||||
| 1814 Liliha St | Honolulu | HI | 96817 | NONE | PC | To support programs and services that directly benefit residents of any Hawaii Neighbor Island. | $100,000 |
| Hawaii Community Foundation | |||||||
| 827 Fort St Mall | Honolulu | HI | 96813 | NONE | PC | To support the COFA Medicaid outreach and enrollment efforts of The Fund for Health Equity and support the Promising Minds initiative to increase the healthy development of Hawaii's young children. | $450,000 |
| Hawaii Farmers Union Foundation | |||||||
| PO Box 1532 | Kapaa | HI | 96746 | NONE | PC | To provide general operating support. | $250,000 |
| Hawaii Foodbank Inc | |||||||
| 2611 Kilihau St | Honolulu | HI | 96819 | NONE | PC | To provide general operating support. | $500,000 |
| Hawaii Institute of Pacific Agriculture | |||||||
| Pratt Rd | Kapaau | HI | 96755 | NONE | PC | To provide general operating support. | $175,000 |
| Hawaii Investment Ready | |||||||
| 44-527A Kaneohe Bay Drive | Kaneohe | HI | 96744 | NONE | PC | To support a collaborative project aimed at advancing collective legislative and policy initiatives and advocacy, and strengthening network collaboration. | $22,000 |
| Hawaii Land Trust | |||||||
| 1108 Fort St Mall Suite 4 | Honolulu | HI | 96813 | NONE | PC | To provide general operating support. | $1,500,000 |
| Hawaii Primary Care Association | |||||||
| 1003 Bishop St | Honolulu | HI | 96813 | NONE | PC | To sponsor the Hoola 2024 Conference. | $15,000 |
| Hawaii Public Health Institute | |||||||
| 707 Richards St Ste 300 | Honolulu | HI | 96813 | NONE | PC | To provide general operating and support the Hawaii Community Health Workers Association program and the implementation of payment models for Community Health Workers' sustainability and support the Transforming Hawaii Food Systems Together statewide initiative. | $940,000 |
| Hawaii Public Radio | |||||||
| 738 Kaheka St St 101 | Honolulu | HI | 96814 | NONE | PC | To sponsor locally-focused news and programming across a variety of platforms. | $25,000 |
| Hawaii Public Television Foundation | |||||||
| PO Box 29606 | Honolulu | HI | 968202006 | NONE | PC | To sponsor Mauka to Makai: Our Kuleana Climate Change Initiative. | $8,000 |
| Hawaii Science and Technology Museum | |||||||
| 64 Keawe St | Hilo | HI | 96720 | NONE | PC | To provide general operating and support the expansion of community outreach to increase STEM awareness and exposure within Hilo and its outlying communities on Hawai'i island. | $300,000 |
| Hawaii Wildfire Management Organization | |||||||
| 65-1279 Kawaihae Rd | Waimea | HI | 96743 | NONE | PC | To provide general operating support. | $300,000 |
| Help A Mother Out | |||||||
| 101 Broadway Ave Suite 250 | Oakland | CA | 94607 | NONE | PC | To provide general operating support. | $100,000 |
| Highlander Research & Education Center Inc | |||||||
| 1959 Highlander Way | New Market | TN | 37820 | NONE | PC | To support the Southern Power Fund. | $100,000 |
| Honolulu Civil Beat Inc | |||||||
| 3650 Waialae Ave 200 | Honolulu | HI | 96816 | NONE | PC | To provide general operating support. | $300,000 |
| Hospice Maui Inc | |||||||
| 400 Mahalani St | Wailuku | HI | 96793 | NONE | PC | To support the expansion of palliative care for a new home-based palliative care program serving Maui County, including the islands of Maui, Lanaii, and Molokai. | $400,000 |
| Housing Hawaii's Future | |||||||
| 1008 Lunaai Pl | Kailua | HI | 96734 | NONE | PC | To provide general operating support. | $75,000 |
| Iewe Hanau o ka Aina | |||||||
| 94-1432 Hiki Ku St | Naalehu | HI | 96772 | NONE | PC | To support the Ka'u Global Learning Lab project. | $37,000 |
| Imoyase Community Support Services | |||||||
| 8726 South Sepulveda Blvd | Los Angeles | CA | 90045 | NONE | PC | To support the making of the 400+ Years Documentary. | $100,000 |
| InAdvance | |||||||
| 900 Alice St 320 | Oakland | CA | 94607 | NONE | PC | To provide general operating support. | $175,000 |
| Inquiring Systems | |||||||
| 887 Sonoma Ave 23 | Santa Rosa | CA | 95404 | NONE | PC | To support the Feed Black Futures project. | $75,000 |
| Institute on Violence Abuse and Trauma | |||||||
| 10065 Old Grove Rd | San Diego | CA | 92131 | NONE | PC | To sponsor the Hawaii Summit on Violence Abuse and Trauma Across the Lifespan. | $13,000 |
| Iwikua | |||||||
| 9935 Kaumualii Highway | Waimea | HI | 96796 | NONE | PC | To provide general operating support. | $133,000 |
| Kalanihale | |||||||
| 89-1831 Milolii Rd | Captain Cook | HI | 96704 | NONE | PC | To support Milolii educational programming. | $100,000 |
| Kalihi Palama Health Center | |||||||
| 915 North King St | Honolulu | HI | 96817 | NONE | PC | To provide general operating support. | $1,500,000 |
| Kidango | |||||||
| 44000 Old Warm Springs Blvd | Fremont | CA | 94538 | NONE | PC | To provide general operating support. | $100,000 |
| Kinai Eha | |||||||
| 42-470 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | To both continue and expand health and wellness programs for staff and program participants. | $175,000 |
| Kitchen Table Advisors | |||||||
| 2150 Allston Way Suite 320 | Berkeley | CA | 94704 | NONE | PC | To provide general operating support. | $500,000 |
| Kakua Kalihi Valley Comprehensive Family Services | |||||||
| 2239 N School St | Honolulu | HI | 96819 | NONE | PC | To provide general operating support. | $500,000 |
| Kakulu Kumuhana O Anahola | |||||||
| P O Box 30891 | Anahola | HI | 96703 | NONE | PC | To provide general operating support. | $100,000 |
| Kumano I Ke Ala | |||||||
| PO Box 181 | Waimea | HI | 96796 | NONE | PC | To support Waimea High School project's staff wellness and deepen staff connections to aina and the moku of Kona. | $90,000 |
| KUPU | |||||||
| 677 Ala Moana Blvd Suite 1200 | Honolulu | HI | 96813 | NONE | PC | To provide general operating and support the creation of pathways for postsecondary success in Hawaii and the broader Pacific through Kupu Aina Corps, a program matching displaced workers and recent graduates with jobs and training in natural resource management and sustainable agriculture. | $88,000 |
| Lahainaluna High School Foundation | |||||||
| PO Box 11617 | Lahaina | HI | 96761 | NONE | PC | To support Wildfire Relief for Lahainaluna High School students. | $20,000 |
| Lanai Academy of Performing Arts Inc | |||||||
| 555 Fraser Ave | Lanai City | HI | 96763 | NONE | PC | To provide general operating support. | $31,250 |
| Lanai Kina ole Inc | |||||||
| PO Box 630805 | Lanai City | HI | 96763 | NONE | PC | To provide general operating support. | $100,000 |
| led better inc | |||||||
| 1311 Park St Suite 600 | Alameda | CA | 94501 | NONE | PC | To support the Energy Convertors project's core programs and student power-building initiatives. | $75,000 |
| LifeLong Medical Care | |||||||
| 2344 Sixth St | Berkeley | CA | 94710 | NONE | PC | To increase Lifelong Medical Care's capacity to provide primary palliative to the populations they serve. | $334,000 |
| Lotus Bloom | |||||||
| 2800 Park Blvd | Oakland | CA | 94610 | NONE | PC | To provide general operating support. | $100,000 |
| Ma Ka Hana Ka Ike | |||||||
| PO Box 968 | Hana | HI | 96713 | NONE | PC | To provide general operating support. | $200,000 |
| Maui Economic Development Board | |||||||
| 1305 North Holopono St Suite 1 | Kihei | HI | 96753 | NONE | PC | To support the STEM works program and provide general operating support. | $725,000 |
| Maui Huliau Foundation | |||||||
| PO Box 977 | HaikuPauwela | HI | 96708 | NONE | PC | To provide general operating support. | $100,000 |
| Meals on Wheels of Alameda County (MOWAC) | |||||||
| 1721 Broadway Suite 201 | Oakland | CA | 94612 | NONE | PC | To support the Senior Services Coalition of Alameda County project. | $228,000 |
| Mental Health Association in Hawaii Inc | |||||||
| 1136 Union Mall Suite 208 | Honolulu | HI | 96813 | NONE | PC | To provide general operating support and support the 18th Annual Mental Health Awareness and Awards Celebration. | $573,500 |
| Michelson 20MM Foundation Inc | |||||||
| 3000 S Robertson Blvd Suite 105 | Los Angeles | CA | 90034 | NONE | POF | To sponsor the Second Annual California Student Parent Summit and support the California Student Parent Pooled Fund. | $15,000 |
| Micronesians United - Big Island | |||||||
| PO Box 5451 | Hilo | HI | 96720 | NONE | PC | To support the Pacific Youth Empowerment for Success (PacYES) programming. | $51,000 |
| Movement Strategy Center | |||||||
| 1625 Clay St Floor 6 | Oakland | CA | 94612 | NONE | PC | To support the HEAL Food Alliance project. | $500,000 |
| National Black Food & Justice Alliance | |||||||
| 2860 Bob White Drive Southwest | Atlanta | GA | 30311 | NONE | PC | To provide general operating support. | $100,000 |
| National Kidney Foundation of Hawaii | |||||||
| 1314 S King St 1555 | Honolulu | HI | 96814 | NONE | PC | To support programs and services that directly benefit residents of any Hawai'i Neighbor Island. | $100,000 |
| North Bay Jobs with Justice | |||||||
| PO Box 427 | Santa Rosa | CA | 95402 | NONE | PC | To provide general operating support. | $250,000 |
| Northeastern University | |||||||
| 360 Huntington Ave | Boston | MA | 02115 | NONE | PC | To support the C2C Summer Youth Jobs Program. | $25,000 |
| Nourish California | |||||||
| 1736 Franklin St Suite 550 | Oakland | CA | 94612 | NONE | PC | To provide general operating support. | $400,000 |
| Oakland Kids First | |||||||
| 3700 E 12th St Suite 3 | Oakland | CA | 94601 | NONE | PC | To provide general operating support. | $350,000 |
| Oakland Public Education Fund | |||||||
| 520 3rd St Suite 109 | Oakland | CA | 94607 | NONE | PC | To support The Center at Oakland Unified School District (OUSD) to develop a Business Plan for The Center's Environment, Food, and Garden programs, policies, and practices of OUSD; initiate an Advisory Council, and host the Bay Area's first Farm to School Convening. | $100,000 |
| Oakland Unified School District | |||||||
| 1000 Broadway Suite 450 | Oakland | CA | 94607 | NONE | GOV | To support efforts to develop collaborative systems, professional development opportunities, and spaces among college and career access organizations to serve all students in Oakland Unified School District high schools. | $260,000 |
| On Lok Day Services | |||||||
| 1333 Bush St | San Francisco | CA | 94109 | NONE | PC | To support the build out of On Lok's Enhanced Care Management Program. | $375,000 |
| Parents and Children Together | |||||||
| 1300 Halona St | Honolulu | HI | 96817 | NONE | PC | To support programs and services that directly benefit residents of any Hawai?i Neighbor Island. | $250,000 |
| Partners in Development Foundation | |||||||
| 2040 Bachelot St | Honolulu | HI | 96817 | NONE | PC | To support the Kupa Aina Natural Farming program. | $200,000 |
| Pesticide Action Network North America | |||||||
| 2029 University Ave Suite 200 | Berkeley | CA | 94704 | NONE | PC | To support the California Farmer Justice Collaborative project. | $100,000 |
| Philanthropic Ventures Foundation | |||||||
| 1222 Preservation Park Way | Oakland | CA | 94612 | NONE | PC | To sponsor the Perennial Sunflower project's Convening for White Men in Philanthropy Who Are Working to Advance Equity & Justice and support the Rise East initiative of the Oakland Thrives project. | $650,000 |
| Policy Impact | |||||||
| 127 University Ave | Berkeley | CA | 94710 | NONE | PC | To support the charitable purpose of the Third Plateau Social Impact Strategies, LLC project to hold nonpartisan convening spaces devoted to challenges facing American democracy. | $50,000 |
| Possibility Labs | |||||||
| 1410 Franklin St Suite 135 | San Francisco | CA | 94109 | NONE | PC | To sponsor creative intiitatives through the charitable purpose of the BRTHRIGHT Inc. project and support the Leadership Learning Community Project's Holding Space Convening. | $23,500 |
| Power California | |||||||
| 360 East 2ed St Suite 325 | Los Angeles | CA | 90012 | NONE | PC | To provide general operating support. | $300,000 |
| Public Health Foundation Enterprises Inc | |||||||
| 13300 Crossroads Pkwy N Suite 450 | City of Industry | CA | 91746 | NONE | PC | To support the California Abundant Birth Project and support the SisterWeb Project. | $400,000 |
| Public Health Institute | |||||||
| 555 12th St Suite 600 | Oakland | CA | 94607 | NONE | PC | To support and expand the Alameda County Care Alliance Project into San Francisco County. | $227,000 |
| Public Works Alliance | |||||||
| 801 Cold Spring Rd | Montecito | CA | 93108 | NONE | PC | To analyze implementation of the 2011 Realignment regarding administration of Medi-Cal programs and its impacts on the child welfare and children's behavioral health systems. | $20,000 |
| Purple Maia Foundation | |||||||
| 98-820 Moanalua Rd 15-547 | Aiea | HI | 96701 | NONE | PC | To support the Food Policy program of Purple Maia and support the Hiapo Workforce Development Program. | $600,000 |
| Race Forward | |||||||
| 145 East 57th St 4th Floor | New York | NY | 10022 | NONE | PC | To sponsor the 2024 Facing Race Conference. | $10,000 |
| Rewild | |||||||
| PO Box 129 | Austin | TX | 78767 | NONE | PC | To support the Re:Wild Your Campus project. | $100,000 |
| Residential Youth Services & Empowerment | |||||||
| 42-470 Kalanianaole Highway | Kailua | HI | 96734 | NONE | PC | To provide general operating support. | $150,000 |
| Roots Community Health Center | |||||||
| 9925 International Blvd | Oakland | CA | 94603 | NONE | PC | To provide general operating support. | $125,000 |
| Rosales Sisters | |||||||
| 484 Lake Park Ave 320 | Oakland | CA | 94610 | NONE | PC | To support the Rosales Sisters Scholarship fund. | $25,000 |
| Saba Grocers Initiative | |||||||
| 419 2nd St | Oakland | CA | 94607 | NONE | PC | To provide general operating support. | $175,000 |
| Safe Place International | |||||||
| 270 McCann St | St Ignace | MI | 49781 | NONE | PC | To support A Table of Our Own project. | $50,000 |
| Saint Francis Foundation | |||||||
| 900 Hyde St 1208 | San Francisco | CA | 94109 | NONE | PC | To support the expansion of palliative care service. | $200,000 |
| San Francisco Foundation | |||||||
| One Embarcadero Center Suite 1400 | San Francisco | CA | 94111 | NONE | PC | To support the ReWork the Bay program and fund the Stupski Foundation Donor Advised Fund. | $590,000 |
| San Francisco State University | |||||||
| 1600 Holloway Ave | San Francisco | CA | 94132 | NONE | GOV | To support advising transformation at San Francisco State University. | $2,500,000 |
| Self-Help for the Elderly | |||||||
| 731 SANSOME St Suite 100 | San Francisco | CA | 94111 | NONE | PC | To provide a serious illness care program with a focus on the monolingual Chinese community in San Francisco. | $200,000 |
| Silicon Valley Community Foundation | |||||||
| 2440 West El Camino Real Suite 300 | Mountain View | CA | 94040 | NONE | PC | To support the California Black Freedom Fund. | $300,000 |
| Social & Environmental Entrepreneurs Inc | |||||||
| 23564 Calabasas Rd Suite 201 | Calabasas | CA | 91302 | NONE | PC | To support the Brown Issues project. | $50,000 |
| Social Good Fund | |||||||
| 12651 San Pablo Ave 5473 | Richmond | CA | 94805 | NONE | PC | To support the BAY-Peace project and support the Food & Agriculture Action Coalition Toward Sovereignty (FAACTS) project. | $275,000 |
| Solidaire Network Inc | |||||||
| 1423 Broadway 314 | Oakland | CA | 94612 | NONE | PC | To support the Janisha R Gabriel Movement Protection Fund. | $50,000 |
| SPUR | |||||||
| 654 Mission St | San Francisco | CA | 94105 | NONE | PC | To support the growth of the multi-year campaign, Making Healthy Food More Affordable: Going from Pilot to Permanent, in order to reduce hunger, secure long-term healthy food access, and improve community health. | $200,000 |
| St Hope Academy | |||||||
| PO Box 5447 | Sacramento | CA | 95817 | NONE | PC | To sponsor the 2024 Oak Park Film Festival. | $5,000 |
| State Voices | |||||||
| 1616 P St Northwest Suite 220 | Washington | DC | 20036 | NONE | PC | To provide general operating support. | $100,000 |
| Sustainable Economies Law Center | |||||||
| 1428 Franklin St | Oakland | CA | 94612 | NONE | PC | To support the Repaired Nations project. | $225,000 |
| Sustainable Molokai | |||||||
| PO Box 250 | Kaunakakai | HI | 96748 | NONE | PC | To provide general operating support. | $200,000 |
| Taproot Earth | |||||||
| PO Box 6270 | Slidell | LA | 70469 | NONE | PC | To provide general operating support. | $100,000 |
| The Education Trust | |||||||
| 1501 K St Northwest Suite 200 | Washington DC | DC | 20005 | NONE | PC | To provide general operating support. | $400,000 |
| The Food Basket Inc | |||||||
| 40 Holomua St | Hilo | HI | 96720 | NONE | PC | To provide general operating support. | $150,000 |
| The Philanthropy Workshop dba Forward Global | |||||||
| 110 East 25th St | New York | NY | 10010 | NONE | PC | To sponsor the 2024 Summit. | $25,000 |
| The Village Method | |||||||
| 33170 Alvarado Niles Rd 795 | Union City | CA | 94587 | NONE | PC | to provide general operating support. | $300,000 |
| Thriving in Place | |||||||
| 832 Folsom St Fl 9 | San Francisco | CA | 94107 | NONE | PC | To support the San Francisco Palliative Care Work Group project and support the eBook sharing the work of the Chinese Community Grantmaking Committee participants project. | $125,000 |
| Tides Center | |||||||
| PO Box 889385 | Los Angeles | CA | 90088 | NONE | PC | To support PODER project's Hummingbird Farm program. | $100,000 |
| Tipping Point Community | |||||||
| 220 Montgomery St | San Francisco | CA | 94104 | NONE | PC | To sponsor the 2024 Tipping Point Gala and grantee After Party attendance. | $27,500 |
| Torrie Fields Analytics | |||||||
| PO Box 16328 | Seattle | WA | 98116 | NONE | NC | To support Med-QUEST implementation of community palliative care benefit. | $35,000 |
| Transgender Law Center | |||||||
| PO Box 70976 | Oakland | CA | 94612 | NONE | PC | To support the Black LGBTQIA Migrant Project. | $100,000 |
| University of California Berkeley Foundation | |||||||
| 1995 University Ave Suite 401 | Berkeley | CA | 94704 | NONE | PC | To support the Berkeley Food Institute and sponsor the 2024 Berkeley Public Policy Annual Conference. | $115,000 |
| University of California Berkeley Foundation | |||||||
| 1995 University Ave Suite 401 | Berkeley | CA | 94704 | NONE | PC | To support collaborative efforts among the Oakland Unified School District and the Center for Educational Partnerships by implementing key college access events for students and families across the district, such as college awareness events and developing a streamlined application and financial aid supports. | $20,000 |
| University of California Berkeley Foundation | |||||||
| 1995 University Ave Suite 401 | Berkeley | CA | 94704 | NONE | PC | To support collaborative efforts among the Oakland Unified School District and the Center for Educational Partnerships by jointly offering an immersive student experience for seniors interested in attending Laney Community College and Berkeley City College. | $25,000 |
| University of California San Francisco Foundation | |||||||
| 2001 The Embarcadero 3rd Floor | San Francisco | CA | 94133 | NONE | PC | To support the implementation of a partnerships pilot to prevent unnecessary family separation of children 0-5 years in the child welfare system by utilizing Enhanced Care Management, Community Supports, and other State and County benefits for family wellbeing. | $500,000 |
| University of California San Francisco Foundation | |||||||
| 2001 The Embarcadero 3rd Floor | San Francisco | CA | 94133 | NONE | PC | To support the UCSF Black Women's Health & Livelihood Initiative's (BWHLI) Black Wellness Clinic, EMBRACE, and Black Baby Equity Clinic. | $251,000 |
| University of Hawaii Foundation | |||||||
| PO Box 11270 | Honolulu | HI | 96828 | NONE | PC | To support the launching of Kahuaola, Hawaii Community College's one-stop basic needs center that will offer a comprehensive approach to providing cross-campus support and services to students at Hawaii Community College. | $200,000 |
| University of Hawaii Foundation | |||||||
| PO Box 11270 | Honolulu | HI | 96828 | NONE | PC | To support the revision of current practices and policies to create a strategic, system-wide financial aid system that is targeted, transparent, timely, and accessible to prospective and enrolled students to alleviate financial barriers for University of Hawai'i Community College students. | $200,000 |
| University of Hawaii Foundation | |||||||
| PO Box 11270 | Honolulu | HI | 96828 | NONE | PC | To support the creation of the first ever system -wide University of Hawai'i Financial Assistance and Basic Needs Virtual Cafe (Virtual Basic Needs Cafe) to connect UH students to all basic needs services and resources. | $250,000 |
| University of Nevada Las Vegas Foundation | |||||||
| 4505 South Maryland Pkwy Box 451006 | Las Vegas | NV | 89154 | NONE | PC | To support the development and implementation of initiatives that promote healing and recovery for the UNLV community, with a focus on addressing trauma within the advisor community following the December 2023 mass shooting. | $100,000 |
| Upstream Works | |||||||
| 106 Drayton Ct | Chapel Hill | NC | 27516 | NONE | PC | To support the Project Reflect Lab project's Supply Chain Transparency initiative. | $75,000 |
| Urban Ed Academy | |||||||
| 1485 Bayshore Blvd 317 | San Francisco | CA | 94124 | NONE | PC | To provide general operating support. | $300,000 |
| Urban Tilth | |||||||
| 323 Brookside Dr | Richmond | CA | 94801 | NONE | PC | To provide general operating support. | $250,000 |
| Vision y Compromiso | |||||||
| 1000 Alameda St Suite 300 | Los Angeles | CA | 90012 | NONE | PC | To support the creation of a Community-based serious illness program for primarily Spanish-speaking Latino communities in Alameda and San Francisco Counties. | $302,500 |
| Wai-anae Community Re-Development Corporation | |||||||
| 86-148 Puhawai Rd | Waianae | HI | 967920441 | NONE | PC | To support the ongoing growth and deepening of the youth education and empowerment programs in MAOs auwai, along with the continued expansion of the farm enterprise through the growth of the edu-preneurial auwai and development of the farm's human capacity. | $100,000 |
| Waimnalo Health Center | |||||||
| 41-1295 Kalanianaole Hwy | Waimnalo | HI | 96795 | NONE | PC | To provide general operating support. | $700,000 |
| Washington Hospital Foundation | |||||||
| 2000 Mowry Ave | Fremont | CA | 94538 | NONE | PC | To support palliative care program expansion. | $167,000 |
| We Are Oceania | |||||||
| 720 North King St | Honolulu | HI | 96817 | NONE | PC | To support the annual Micronesian Youth Summit 2024 and provide general operating support. | $370,000 |
| West Oakland Health Council Inc | |||||||
| 700 Adeline St | Oakland | CA | 94607 | NONE | PC | To support the Making Connections 5.0 Summit. | $10,000 |
| Wisdom Circles Oceania | |||||||
| PO Box 573 | Kaneohe | HI | 96744 | NONE | PC | To support the Story Quilt Youth Arts, Creative Community Workers, and Opio Protectors Network programs. | $72,500 |
| Youth Alliance | |||||||
| 310 4th St Ste 101 | Hollister | CA | 95023 | NONE | PC | To sponsor the Gilroy Youth Impact Center ribbon-cutting. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,521,350 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10000 Degrees | |||||||
| 1650 Los Gamos Road Suite 205 | San Rafael | CA | 94903 | NONE | PC | To support efforts to provide college access services. | $780,000 |
| Alameda Health System Foundation | |||||||
| 350 Frank H Ogawa Plaza Suite 900 | Oakland | CA | 94612 | NONE | PC | To support the expansion of palliative care services. | $880,000 |
| Social Good Fund | |||||||
| 12651 San Pablo Ave 5473 | Richmond | CA | 94805 | NONE | PC | To support the BAY-Peace project. | $50,000 |
| Boys & Girls Club of Maui Inc | |||||||
| 100 Kanaloa Avenue | Kahului | HI | 96732 | NONE | PC | To provide general operating support. | $950,000 |
| Center for Tomorrow's Leaders | |||||||
| 677 Ala Moana Boulevard Ste 1100 | Honolulu | HI | 96813 | NONE | PC | To provide general operating support. | $1,050,000 |
| Collaborative Support Services | |||||||
| 720 University Avenue Suite 200 | Los Gatos | CA | 95032 | NONE | PC | To support the Commit to Keiki project. | $75,000 |
| Collaborative Support Services | |||||||
| 720 University Avenue Suite 200 | Los Gatos | CA | 95032 | NONE | PC | To support the development of the Community-Centered Partnership pilot program administered by the Early Childhood Action Strategy program. | $1,275,000 |
| Diversity Uplifts | |||||||
| 6371 Haven Avenue | Rancho Cucamonga | CA | 91737 | NONE | PC | To support the implementation of the Medi-Cal doula benefit and expansion of the doula workforce in the Bay Area. | $400,000 |
| led better inc | |||||||
| 1311 Park St Suite 600 | Alameda | CA | 94501 | NONE | PC | To support the Energy Convertors project's core programs and student power-building initiatives. | $150,000 |
| GLIDE Foundation | |||||||
| 330 Ellis Street | San Francisco | CA | 94102 | NONE | PC | To support the Community Care Network. | $185,000 |
| Ceeds of Peace | |||||||
| PO Box 235696 | Honolulu | HI | 96823 | NONE | PC | To support Hawai'i Afterschool Alliance Community Schools Project. | $400,000 |
| Hawaii Public Health Institute | |||||||
| 707 Richards Street Ste 300 | Honolulu | HI | 96813 | NONE | PC | To support the Hawaii Community Health Workers Association program and the implementation of payment models for Community Health Workers sustainability. | $310,000 |
| Hawaii Good Food Alliance | |||||||
| PO Box 1334 | Kaunakakai | HI | 96748 | NONE | PC | To provide general operating support. | $1,000,000 |
| Hawaii Science and Technology Museum | |||||||
| 64 Keawe Street | Hilo | HI | 96720 | NONE | PC | To provide general operating support. | $100,000 |
| Hospice Maui Inc | |||||||
| 400 Mahalani Street | Wailuku | HI | 96793 | NONE | PC | To support the expansion of palliative care for a new home-based palliative care program serving Maui County, including the islands of Maui, Lanaii, and Molokai. | $325,000 |
| Kalihi Palama Health Center | |||||||
| 915 North King Street | Honolulu | HI | 96817 | NONE | PC | To provide general operating support. | $500,000 |
| Lanai Academy of Performing Arts Inc | |||||||
| 555 Fraser Avenue | Lanai City | HI | 96763 | NONE | PC | To provide general operating support. | $62,500 |
| LifeLong Medical Care | |||||||
| 2344 Sixth Street | Berkeley | CA | 94710 | NONE | PC | To increase Lifelong Medical Care's capacity to provide primary palliative to the populations they serve. | $341,000 |
| Lotus Bloom | |||||||
| 2800 Park Boulevard | Oakland | CA | 94610 | NONE | PC | To provide general operating support. | $200,000 |
| Ma Ka Hana Kaike | |||||||
| PO Box 968 | Hana | HI | 96713 | NONE | PC | To provide general operating support. | $400,000 |
| Maui Economic Development Board | |||||||
| 1305 North Holopono Street Suite 1 | Kihei | HI | 96753 | NONE | PC | To support the STEMworks program. | $250,000 |
| Maui Huliau Foundation | |||||||
| PO Box 977 | HaikuPauwela | HI | 96708 | NONE | PC | To provide general operating support. | $225,000 |
| Micronesians United - Big Island | |||||||
| PO Box 5451 | Hilo | HI | 96720 | NONE | PC | To support the Pacific Youth Empowerment for Success (PacYES) programming. | $146,000 |
| Oakland Unified School District | |||||||
| 1000 Broadway Ste 450 | Oakland | CA | 94607 | NONE | GOV | To support efforts to develop collaborative systems, professional development opportunities, and spaces among college and career access organizations to serve all students in Oakland Unified School District high schools. | $780,000 |
| Roots Community Health Center | |||||||
| 9925 International Boulevard | Oakland | CA | 94603 | NONE | PC | To provide general operating support. | $250,000 |
| University of California San Francisco Foundation | |||||||
| 2001 The Embarcadero 3rd Floor | San Francisco | CA | 94133 | NONE | PC | To support the UCSF Black Women's Health & Livelihood Initiative's (BWHLI) Black Wellness Clinic, EMBRACE, and Black Baby Equity Clinic. | $260,000 |
| Washington Hospital Foundation | |||||||
| 2000 Mowry Avenue | Fremont | CA | 94538 | NONE | PC | To support palliative care program expansion. | $166,000 |
| West Hawaii Community Health Center Inc | |||||||
| 75-5751 Kuakini Highway | KailuaKona | HI | 96740 | NONE | PC | To provide general operating support. | $1,200,000 |
| Wisdom Circles Oceania | |||||||
| PO Box 573 | Kaneohe | HI | 96744 | NONE | PC | To support the Story Quilt Youth Arts, Creative Community Workers, and Operation Protectors Network programs. | $145,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $12,855,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,008,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $171,745 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,795,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | 523000 | -$70,263 | |
| OTHER INCOME | 523000 | $165,120 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $101,482 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,968,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,070,239 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $154,360 | $51,563 | $51,562 |
| AUDIT FEES | $84,745 | $42,372 | $42,372 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE ATTACHMENT M | Desc |
| Amt | $14,855,000 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $99,812,132 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,812,132 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACACIA PARTNERS LP | $2,703 | $2,703 |
| BAKER BROTHERS LIFE SCIENCES | $102,753 | $102,753 |
| BAUPOST VALUE PARTNERS I | $1,942,374 | $1,942,374 |
| BAUPOST VALUE PARTNERS II | $3,839,461 | $3,839,461 |
| CEVIAN CAPITAL II | $2,289,058 | $2,289,058 |
| GOLDEN GATE CAPITAL II LLC | $9,670 | $9,670 |
| HCIF OFFSHORE LP | $76,292 | $76,292 |
| HCP WPPE X INVESTORS LLC | $42,341 | $42,341 |
| LONE CASCADE | $16,392,189 | $16,392,189 |
| MOUNT KELLETT I GS | $12,342 | $12,342 |
| SHORENSTEIN INVESTMENT PARTNER | ||
| IX | $2,622 | $2,622 |
| TENASKA II, LP | $7,513 | $7,513 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REVIEW OF CONTRACTS | |||
| AND AGREEMENTS | $139,368 | $24,713 | $118,075 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (9 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST/DIVIDEND RECEIVABLE | $329,050 | $309,766 | $309,766 |
| INVESTMENT RECEIVABLE | $882,221 | $405,691 | $405,691 |
| OTHER RECEIVABLE | $308 | ||
| PROGRAM RELATED INVESTMENT | $3,137,917 | $30,095,517 | $30,095,517 |
| EXCISE AND UBTI TAX RECEIVABLE | $291,305 | $258,624 | $258,624 |
| EAST BAY NOTE RECEIVABLE | $0 | $1,000,000 | $1,000,000 |
| LOAN-RSF SOCIAL INVESTMENTS | $200,000 | $200,000 | $200,000 |
| BENEFICIAL INTEREST IN JLST | $21,081,399 | $4,235,106 | $4,235,106 |
| RIGHT-OF-USE ASSET | $2,577,202 | $1,840,859 | $1,840,859 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTS MANAGEMENT AND | |||
| CONSULTATION | $1,215,729 | $26,397 | $1,411,946 |
| INSURANCE | $64,067 | $3,966 | $60,101 |
| MATERIAL AND SUPPLIES | $21,530 | $1,314 | $21,785 |
| MEDIA AND MEMBERSHIP | $287,570 | $17,802 | $297,768 |
| SCH K-1 PARTNERSHIP EXPENSES | $0 | $582,488 | |
| INFORMATION TECHNOLOGY | $231,583 | $14,315 | $217,134 |
| OPERATING EXPENSES | $563,684 | $34,403 | $432,564 |
| TELEPHONE | $54,486 | $3,325 | $51,161 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER SCH K-1 PARTNERSHIP INCOME | $0 | $495,005 |
| OTHER INCOME | $2,069 | $2,069 |
| OTHER INCOME - TAXES - UBTI | $92,788 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,101,551 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc |
|---|
| CAFETERIA PLAN |
| 401(K) PLAN |
| UNITRUST PAYMENT |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT SERVICES | $222,594 | $222,594 | |
| OTHER PROFESSIONAL FEES | $726,570 | $11,002 | $702,591 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE & UBTI TAX | $28,835 | |
| FOREIGN TAX PAID | $27,097 |