2025-11-17T17:34:20-06:00 2024-12-31 Baker Tilly Advisory Group LP 3 Lagoon Drive Ste 400 Redwood CIty CA 94065 990PF 2024-01-01 680397103 STUPSKI FOUNDATION % LORREE NOVOTNY STUP 4156554400 90 NEW MONTGOMERY ST STE 1100 SAN FRANCISCO CA 941054551 LORREE NOVOTNY TREASURER 4156554400 2025-11-17 true true WING F LEE P01328047 6503654646 2024 2025-03-06 01:10:19Z X 168686266 X 0 X 6008558 5834742 2966824 92398006 0 94857 497074 9070239 6331816 870116 252187 617929 6418053 108524 3716823 1152490 88535 1030059 139368 24713 0 118075 239105 93935 0 93934 949164 233596 702591 28835 27097 216604 783903 48527 723376 947167 29481 963052 2438649 684010 2492459 14183454 1590605 0 10458298 50832707 51521350 65016161 1590605 0 61979648 -55945922 4741211 0 545947 5128185 5128185 140168 158686 158686 146620665 99812132 99812132 47142080 24719318 24719318 1518350 995968 738987 522382 522382 28499402 38345563 38345563 223687249 168686266 168686266 5687455 6834107 16650379 12347115 22337834 19181222 X 201349415 149505044 201349415 149505044 223687249 168686266 201349415 -55945922 4101551 149505044 149505044 CAPITAL GAINS FROM 2024 K-1S P 6403161 6403161 6403161 PUBLICLY TRADED SECURITIES P 84020748 82244986 1775762 1775762 PORTFOLIO INVESTMENTS P 1974097 17012494 -15038397 -15038397 -6859474 65903 65903 65903 175000 0 175000 109097 89097 20000 false false false false false true true false true true CA true false false false false true HTTP://WWW.STUPSKI.ORG LORREE NOVOTNY 4156554400 90 NEW MONTGOMERY ST SUITE 1100 SAN FRANCISCO CA 941054551 true false false true true false false false false false false false false false false false true false false true false false false false 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 572000 65748 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 298116 54357 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 JENNIFER T NGUYEN 90 NEW MONTGOMERY SAN FRANCISCO CA 941054551 DIRECTOR 40.0 358064 49688 0 DANIEL G TUTTLE 90 NEW MONTGOMERY SAN FRANCISCO CA 941054551 DIRECTOR 40.0 347881 55137 0 AILEEN SUZARA 90 NEW MONTGOMERY SAN FRANCISCO CA 941054551 DIRECTOR 40.0 358064 43625 0 GWYNETH D TRIPP 90 NEW MONTGOMERY SAN FRANCISCO CA 941054551 DIRECTOR 40.0 229320 41496 0 DEVONA J WILLIAMS 90 NEW MONTGOMERY SAN FRANCISCO CA 941054551 CONTROLLER 40.0 217047 51856 0 12 PATRICK LEE 1383 14th Ave SAN FRANCISCO CA 94122 Consultant 279545 Connery Consulting LLC 251 Post St Ste 310 SAN FRANCISCO CA 94108 Consultant 186969 Spitfire Strategies LLC 650 Massachusetts Ave NW Suite 600 WASHINGTON DC 20001 Consultant 186199 Pathstone One Maritime Plaza 6th Floor SAN FRANCISCO CA 94111 Investment Advisor 152018 BAKER TILLY ADVISORY GROUP LP Three Lagoon Drive Suite 400 REDWOOD CITY CA 94065 Tax Accountant 118780 1 SEE ATTACHMENT J 386605 SEE ATTACHMENT K 10000000 SEE ATTACHMENT L 5000000 14855000 29855000 130626462 2035537 55043536 187705535 0 187705535 2815583 184889952 9244498 9244498 65903 12090 77993 9166505 9166505 9166505 61979648 29855000 0 0 0 91834648 9166505 0 2022 2021 2020 0 12597593 36486066 25376236 63714653 57659457 195834005 91834648 0 9166505 82668143 278502148 0 0 0 0 12597593 265904555 36486066 25376236 63714653 57659457 82668143 LAWRENCE J STUPSKI DECEASED LAW DATED 9201990 X Elepaio Social Services 86-260 Farrington Highway Waianae HI 96792 NONE PC To provide general operating support. 600000 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. 260000 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. 45000 50CAN 1380 Monroe St Northwest 413 Washington DC 20010 NONE PC To support the HawaiiKidsCAN project. 475000 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. 192500 Agroecology Commons 836 Marin Rd El Sobrante CA 94803 NONE PC To provide general operating support. 100000 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. 54000 Alameda Health System Foundation 350 Frank H Ogawa Plaza Suite 900 Oakland CA 94612 NONE PC To support the expansion of palliative care services. 1400000 Alameda Health System Foundation 350 Frank H Ogawa Plaza Suite 900 Oakland CA 94612 NONE PC To support the HealthPath work-based learning program. 200000 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. 250000 ALS Network PO Box 11284 Honolulu HI 96828 NONE PC To support programs and services that directly benefit residents of any Hawaii Neighbor Island. 50000 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. 100000 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. 100000 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. 100000 Appalachian Community Fund Inc 1405 E Magnolia Ave Knoxville TN 37917 NONE PC To support the Appalachian Rekindling Project. 10000 ArchCity Defenders 440 North 4th St Suite 390 St Louis MO 63102 NONE PC To support the Northside Center for Power and Transformation. 5000 Asian Pacific Environmental Network 426 17th St Ste 500 Oakland CA 94612 NONE PC To provide general operating support. 200000 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. 57500 Ayudando Latinos A Soar 636 Purissima St Half Moon Bay CA 94019 NONE PC To sponsor cultural center groundbreaking. 5000 Bayview Association for Youth 1201 Mendell St San Francisco CA 94124 NONE PC To provide general operating support. 48000 Bayview Hunters Point Multipurpose Senior Services 1753 Carroll Ave San Francisco CA 94124 NONE PC To support the Adult Day Health program. 100000 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. 200000 Black Women Birthing Justice 8421 Outlook Ave Oakland CA 94605 NONE PC To provide general operating support. 75000 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. 200000 Booker T Washington Community Service Center 800 Presidio Ave San Francisco CA 94115 NONE PC To provide general operating support. 200000 Borealis Philanthropy PO Box 3295 Minneapolis MN 55403 NONE PC To support the Communities Transforming Policing Fund. 100000 Boys & Girls Club of Maui Inc 100 Kanaloa Ave Kahului HI 96732 NONE PC To provide general operating support. 550000 Braven 100 N La Salle St Suite 310 Chicago IL 60602 NONE PC To provide general operating support. 300000 BVM Capacity Building Institute Inc 3390 Stonewall Tell Rd Southwest Atlanta GA 30349 NONE PC To provide general operating support. 100000 BYP100 Education Fund 2501 Chatham Rd STE 4068 Springfield IL 62704 NONE PC To provide general operating support. 100000 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. 2480000 California Black Power Network 3553 Atlantic Ave Suite B Long Beach CA 90807 NONE PC To provide general operating support. 300000 California Budget & Policy Center 1107 9th St Suite 310 Sacramento CA 95814 NONE PC To sponsor the Policy Insights 2024 Conference. 5000 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. 100000 California Environmental Justice Alliance 1370 N St Andrews Place Suite C14 Los Angeles CA 90028 NONE PC To provide general operating support. 100000 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. 205100 Center for Asian American Media 145 9th St Ste 350 San Francisco CA 94103 NONE PC To sponsor CAAMFest 2024. 5000 Center for Empowered Politics Education Fund 1212 Broadway Suite 700 Oakland CA 94612 NONE PC To support the Grassroots Democracy Initiative project. 500000 Center for Tomorrow's Leaders 677 Ala Moana Blvd Ste 1100 Honolulu HI 96813 NONE PC To provide general operating support. 300000 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. 250000 Circle of Life Connections PO Box 6783 Albany CA 94706 NONE PC To support the Seed Stewards project. 100000 ClimbHI 175 Nawiliwili St Honolulu HI 96825 NONE PC To provide general operating support. 500000 Coalition for Humane Immigrant Rights 2533 W 3rd St Suite 101 Los Angeles CA 900571096 NONE PC To provide general operating support. 300000 Coleman Advocates for Children & Youth 459 Vienna St San Francisco CA 94112 NONE PC To support the Students Making a Change program. 200000 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. 285000 Common Counsel Foundation 1624 Franklin St 1022 Oakland CA 94612 NONE PC To support Movement for Black Lives (M4BL) project. 100000 Community Alliance with Family Farmers Foundation PO Box 363 Davis CA 95617 NONE PC To support the California Food and Farming Network project. 100000 Community Clinic of Maui Inc 1881 Nani St Wailuku HI 96793 NONE PC To provide general operating support. 800000 Community First PO Box 7158 Hilo HI 96720 NONE PC To provide sponsorship for the upcoming Hawaii Island Healthcare Conference. 10000 Community Youth Center of San Francisco 1038 Post St San Francisco CA 94109 NONE PC To support the API council project. 388000 Compass and Keys 4400 Keller Ave 150 Oakland CA 94605 NONE PC To provide general operating support. 25000 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. 10000 Coop Careers 1177 6th Ave New York NY 10036 NONE PC To provide general operating support. 400000 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. 250000 Deep Medicine Circle 1570 La Honda Rd San Gregorio CA 94074 NONE PC To provide general operating support. 150000 DevMission 360 Valencia St San Francisco CA 94103 NONE PC To provide general operating support. 500000 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. 250000 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. 100000 DreamOrg 436 14th St Oakland CA 94612 NONE PC To provide general operating support. 400000 Earth Island Institute Inc 2150 Allston Way Suite 460 Berkeley CA 94704 NONE PC To support the Castanea Fellowship project. 250000 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. 150000 East Bay Community Law Center 2921 Adeline St Berkeley CA 94703 NONE PC To provide general operating support. 100000 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. 20000 Easterseals Hawaii 710 Green St Honolulu HI 96813 NONE PC To support programs and services that directly benefit residents of any Hawaii Neighbor Island. 100000 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. 397500 EPIC Ohana Inc 1130 N Nimitz Hwy C210 Honolulu HI 96817 NONE PC To provide general operating support. 250000 Equal Justice Society 1901 Harrison St Oakland CA 94612 NONE PC To provide general operating support. 100000 Erace the Hate 1000 Brickell Ave Suite 715 PMB 30 Miami FL 33131 NONE PC To sponsor the Giver's Revivial project's Tabernacle. 10000 Esq Apprentice PO Box 24152 Oakland CA 94623 NONE PC To provide general operating support. 250000 Evolve CA Education Fund Inc 459 Fulton St Suite 207 San Francisco CA 94102 NONE PC To provide general operating support. 50000 Feed The Hunger Fund 100 Montgomery St San Francisco CA 94104 NONE PC To provide general operating support. 285000 Filipino Advocates for Justice 310 8th St 309 Oakland CA 94607 NONE PC To provide general operating support. 100000 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. 500000 Freedom Community Clinic 3215 Telegraph Ave 101 Oakland CA 94612 NONE PC To provide general operating support. 2000000 Funders for LGBTQ issues 45 West 36th St 8th Floor New York NY 10018 NONE PC To sponsor the Pride in Philanthropy Awards Ceremony. 10000 GLIDE Foundation 330 Ellis St San Francisco CA 94102 NONE PC To support the Community Care Network and sponsor the Alabama Pilgrimage. 194000 Grantmakers Concerned with Immigrants and Refugees PO Box 1100 Sebastopol CA 95473 NONE PC To sponsor the 2024 National Convening. 5000 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. 115000 Greater Kansas City Community Foundation 1055 Broadway Blvd Suite 130 Kansas City MO 64105 NONE PC To support the Food and Farm Communications Fund. 300000 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. 100000 Hana Health 4590 Hana Highway Hana HI 96713 NONE PC To provide general operating support. 600000 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. 250000 Hawaii Good Food Alliance PO Box 1334 Kaunakakai HI 96748 NONE PC To provide general operating support. 1000000 Hawaii Peoples Fund PO Box 4163 Honolulu HI 96812 NONE PC To provide general operating support. 125000 Hawaii Alliance for Progressive Action PO Box 1534 Kapaa HI 96746 NONE PC To provide general operating support. 300000 Hawaii Appleseed Center for Law and Economic 733 Bishop St Ste 1180 Honolulu HI 96813 NONE PC To provide general operating support. 300000 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. 85000 Hawaii Childrens Action Network 850 Richards St 201 Honolulu HI 96813 NONE PC To provide general operating support. 300000 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. 100000 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. 450000 Hawaii Farmers Union Foundation PO Box 1532 Kapaa HI 96746 NONE PC To provide general operating support. 250000 Hawaii Foodbank Inc 2611 Kilihau St Honolulu HI 96819 NONE PC To provide general operating support. 500000 Hawaii Institute of Pacific Agriculture Pratt Rd Kapaau HI 96755 NONE PC To provide general operating support. 175000 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. 22000 Hawaii Land Trust 1108 Fort St Mall Suite 4 Honolulu HI 96813 NONE PC To provide general operating support. 1500000 Hawaii Primary Care Association 1003 Bishop St Honolulu HI 96813 NONE PC To sponsor the Hoola 2024 Conference. 15000 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. 940000 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. 25000 Hawaii Public Television Foundation PO Box 29606 Honolulu HI 968202006 NONE PC To sponsor Mauka to Makai: Our Kuleana Climate Change Initiative. 8000 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. 300000 Hawaii Wildfire Management Organization 65-1279 Kawaihae Rd Waimea HI 96743 NONE PC To provide general operating support. 300000 Help A Mother Out 101 Broadway Ave Suite 250 Oakland CA 94607 NONE PC To provide general operating support. 100000 Highlander Research & Education Center Inc 1959 Highlander Way New Market TN 37820 NONE PC To support the Southern Power Fund. 100000 Honolulu Civil Beat Inc 3650 Waialae Ave 200 Honolulu HI 96816 NONE PC To provide general operating support. 300000 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. 400000 Housing Hawaii's Future 1008 Lunaai Pl Kailua HI 96734 NONE PC To provide general operating support. 75000 Iewe Hanau o ka Aina 94-1432 Hiki Ku St Naalehu HI 96772 NONE PC To support the Ka'u Global Learning Lab project. 37000 Imoyase Community Support Services 8726 South Sepulveda Blvd Los Angeles CA 90045 NONE PC To support the making of the 400+ Years Documentary. 100000 InAdvance 900 Alice St 320 Oakland CA 94607 NONE PC To provide general operating support. 175000 Inquiring Systems 887 Sonoma Ave 23 Santa Rosa CA 95404 NONE PC To support the Feed Black Futures project. 75000 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. 13000 Iwikua 9935 Kaumualii Highway Waimea HI 96796 NONE PC To provide general operating support. 133000 Kalanihale 89-1831 Milolii Rd Captain Cook HI 96704 NONE PC To support Milolii educational programming. 100000 Kalihi Palama Health Center 915 North King St Honolulu HI 96817 NONE PC To provide general operating support. 1500000 Kidango 44000 Old Warm Springs Blvd Fremont CA 94538 NONE PC To provide general operating support. 100000 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. 175000 Kitchen Table Advisors 2150 Allston Way Suite 320 Berkeley CA 94704 NONE PC To provide general operating support. 500000 Kakua Kalihi Valley Comprehensive Family Services 2239 N School St Honolulu HI 96819 NONE PC To provide general operating support. 500000 Kakulu Kumuhana O Anahola P O Box 30891 Anahola HI 96703 NONE PC To provide general operating support. 100000 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. 90000 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. 88000 Lahainaluna High School Foundation PO Box 11617 Lahaina HI 96761 NONE PC To support Wildfire Relief for Lahainaluna High School students. 20000 Lanai Academy of Performing Arts Inc 555 Fraser Ave Lanai City HI 96763 NONE PC To provide general operating support. 31250 Lanai Kina ole Inc PO Box 630805 Lanai City HI 96763 NONE PC To provide general operating support. 100000 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. 75000 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. 334000 Lotus Bloom 2800 Park Blvd Oakland CA 94610 NONE PC To provide general operating support. 100000 Ma Ka Hana Ka Ike PO Box 968 Hana HI 96713 NONE PC To provide general operating support. 200000 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. 725000 Maui Huliau Foundation PO Box 977 HaikuPauwela HI 96708 NONE PC To provide general operating support. 100000 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. 228000 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. 573500 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. 15000 Micronesians United - Big Island PO Box 5451 Hilo HI 96720 NONE PC To support the Pacific Youth Empowerment for Success (PacYES) programming. 51000 Movement Strategy Center 1625 Clay St Floor 6 Oakland CA 94612 NONE PC To support the HEAL Food Alliance project. 500000 National Black Food & Justice Alliance 2860 Bob White Drive Southwest Atlanta GA 30311 NONE PC To provide general operating support. 100000 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. 100000 North Bay Jobs with Justice PO Box 427 Santa Rosa CA 95402 NONE PC To provide general operating support. 250000 Northeastern University 360 Huntington Ave Boston MA 02115 NONE PC To support the C2C Summer Youth Jobs Program. 25000 Nourish California 1736 Franklin St Suite 550 Oakland CA 94612 NONE PC To provide general operating support. 400000 Oakland Kids First 3700 E 12th St Suite 3 Oakland CA 94601 NONE PC To provide general operating support. 350000 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. 100000 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. 260000 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. 375000 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. 250000 Partners in Development Foundation 2040 Bachelot St Honolulu HI 96817 NONE PC To support the Kupa Aina Natural Farming program. 200000 Pesticide Action Network North America 2029 University Ave Suite 200 Berkeley CA 94704 NONE PC To support the California Farmer Justice Collaborative project. 100000 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. 650000 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. 50000 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. 23500 Power California 360 East 2ed St Suite 325 Los Angeles CA 90012 NONE PC To provide general operating support. 300000 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. 400000 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. 227000 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. 20000 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. 600000 Race Forward 145 East 57th St 4th Floor New York NY 10022 NONE PC To sponsor the 2024 Facing Race Conference. 10000 Rewild PO Box 129 Austin TX 78767 NONE PC To support the Re:Wild Your Campus project. 100000 Residential Youth Services & Empowerment 42-470 Kalanianaole Highway Kailua HI 96734 NONE PC To provide general operating support. 150000 Roots Community Health Center 9925 International Blvd Oakland CA 94603 NONE PC To provide general operating support. 125000 Rosales Sisters 484 Lake Park Ave 320 Oakland CA 94610 NONE PC To support the Rosales Sisters Scholarship fund. 25000 Saba Grocers Initiative 419 2nd St Oakland CA 94607 NONE PC To provide general operating support. 175000 Safe Place International 270 McCann St St Ignace MI 49781 NONE PC To support A Table of Our Own project. 50000 Saint Francis Foundation 900 Hyde St 1208 San Francisco CA 94109 NONE PC To support the expansion of palliative care service. 200000 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. 590000 San Francisco State University 1600 Holloway Ave San Francisco CA 94132 NONE GOV To support advising transformation at San Francisco State University. 2500000 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. 200000 Silicon Valley Community Foundation 2440 West El Camino Real Suite 300 Mountain View CA 94040 NONE PC To support the California Black Freedom Fund. 300000 Social & Environmental Entrepreneurs Inc 23564 Calabasas Rd Suite 201 Calabasas CA 91302 NONE PC To support the Brown Issues project. 50000 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. 275000 Solidaire Network Inc 1423 Broadway 314 Oakland CA 94612 NONE PC To support the Janisha R Gabriel Movement Protection Fund. 50000 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. 200000 St Hope Academy PO Box 5447 Sacramento CA 95817 NONE PC To sponsor the 2024 Oak Park Film Festival. 5000 State Voices 1616 P St Northwest Suite 220 Washington DC 20036 NONE PC To provide general operating support. 100000 Sustainable Economies Law Center 1428 Franklin St Oakland CA 94612 NONE PC To support the Repaired Nations project. 225000 Sustainable Molokai PO Box 250 Kaunakakai HI 96748 NONE PC To provide general operating support. 200000 Taproot Earth PO Box 6270 Slidell LA 70469 NONE PC To provide general operating support. 100000 The Education Trust 1501 K St Northwest Suite 200 Washington DC DC 20005 NONE PC To provide general operating support. 400000 The Food Basket Inc 40 Holomua St Hilo HI 96720 NONE PC To provide general operating support. 150000 The Philanthropy Workshop dba Forward Global 110 East 25th St New York NY 10010 NONE PC To sponsor the 2024 Summit. 25000 The Village Method 33170 Alvarado Niles Rd 795 Union City CA 94587 NONE PC to provide general operating support. 300000 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. 125000 Tides Center PO Box 889385 Los Angeles CA 90088 NONE PC To support PODER project's Hummingbird Farm program. 100000 Tipping Point Community 220 Montgomery St San Francisco CA 94104 NONE PC To sponsor the 2024 Tipping Point Gala and grantee After Party attendance. 27500 Torrie Fields Analytics PO Box 16328 Seattle WA 98116 NONE NC To support Med-QUEST implementation of community palliative care benefit. 35000 Transgender Law Center PO Box 70976 Oakland CA 94612 NONE PC To support the Black LGBTQIA Migrant Project. 100000 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. 115000 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. 20000 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. 25000 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. 500000 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. 251000 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. 200000 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. 200000 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. 250000 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. 100000 Upstream Works 106 Drayton Ct Chapel Hill NC 27516 NONE PC To support the Project Reflect Lab project's Supply Chain Transparency initiative. 75000 Urban Ed Academy 1485 Bayshore Blvd 317 San Francisco CA 94124 NONE PC To provide general operating support. 300000 Urban Tilth 323 Brookside Dr Richmond CA 94801 NONE PC To provide general operating support. 250000 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. 302500 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. 100000 Waimnalo Health Center 41-1295 Kalanianaole Hwy Waimnalo HI 96795 NONE PC To provide general operating support. 700000 Washington Hospital Foundation 2000 Mowry Ave Fremont CA 94538 NONE PC To support palliative care program expansion. 167000 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. 370000 West Oakland Health Council Inc 700 Adeline St Oakland CA 94607 NONE PC To support the Making Connections 5.0 Summit. 10000 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. 72500 Youth Alliance 310 4th St Ste 101 Hollister CA 95023 NONE PC To sponsor the Gilroy Youth Impact Center ribbon-cutting. 5000 51521350 10000 Degrees 1650 Los Gamos Road Suite 205 San Rafael CA 94903 NONE PC To support efforts to provide college access services. 780000 Alameda Health System Foundation 350 Frank H Ogawa Plaza Suite 900 Oakland CA 94612 NONE PC To support the expansion of palliative care services. 880000 Social Good Fund 12651 San Pablo Ave 5473 Richmond CA 94805 NONE PC To support the BAY-Peace project. 50000 Boys & Girls Club of Maui Inc 100 Kanaloa Avenue Kahului HI 96732 NONE PC To provide general operating support. 950000 Center for Tomorrow's Leaders 677 Ala Moana Boulevard Ste 1100 Honolulu HI 96813 NONE PC To provide general operating support. 1050000 Collaborative Support Services 720 University Avenue Suite 200 Los Gatos CA 95032 NONE PC To support the Commit to Keiki project. 75000 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. 1275000 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. 400000 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. 150000 GLIDE Foundation 330 Ellis Street San Francisco CA 94102 NONE PC To support the Community Care Network. 185000 Ceeds of Peace PO Box 235696 Honolulu HI 96823 NONE PC To support Hawai'i Afterschool Alliance Community Schools Project. 400000 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. 310000 Hawaii Good Food Alliance PO Box 1334 Kaunakakai HI 96748 NONE PC To provide general operating support. 1000000 Hawaii Science and Technology Museum 64 Keawe Street Hilo HI 96720 NONE PC To provide general operating support. 100000 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. 325000 Kalihi Palama Health Center 915 North King Street Honolulu HI 96817 NONE PC To provide general operating support. 500000 Lanai Academy of Performing Arts Inc 555 Fraser Avenue Lanai City HI 96763 NONE PC To provide general operating support. 62500 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. 341000 Lotus Bloom 2800 Park Boulevard Oakland CA 94610 NONE PC To provide general operating support. 200000 Ma Ka Hana Kaike PO Box 968 Hana HI 96713 NONE PC To provide general operating support. 400000 Maui Economic Development Board 1305 North Holopono Street Suite 1 Kihei HI 96753 NONE PC To support the STEMworks program. 250000 Maui Huliau Foundation PO Box 977 HaikuPauwela HI 96708 NONE PC To provide general operating support. 225000 Micronesians United - Big Island PO Box 5451 Hilo HI 96720 NONE PC To support the Pacific Youth Empowerment for Success (PacYES) programming. 146000 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. 780000 Roots Community Health Center 9925 International Boulevard Oakland CA 94603 NONE PC To provide general operating support. 250000 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. 260000 Washington Hospital Foundation 2000 Mowry Avenue Fremont CA 94538 NONE PC To support palliative care program expansion. 166000 West Hawaii Community Health Center Inc 75-5751 Kuakini Highway KailuaKona HI 96740 NONE PC To provide general operating support. 1200000 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. 145000 12855500 14 6008558 523000 171745 18 2795079 OTHER INVESTMENT INCOME 523000 -70263 OTHER INCOME 523000 165120 101482 8968757 9070239 false false false false false false false false false false TAX PREPARATION FEES 154360 51563 51562 AUDIT FEES 84745 42372 42372 SEE ATTACHMENT M 14855000 99812132 99812132 ACACIA PARTNERS LP 2703 2703 BAKER BROTHERS LIFE SCIENCES 102753 102753 BAUPOST VALUE PARTNERS I 1942374 1942374 BAUPOST VALUE PARTNERS II 3839461 3839461 CEVIAN CAPITAL II 2289058 2289058 GOLDEN GATE CAPITAL II LLC 9670 9670 HCIF OFFSHORE LP 76292 76292 HCP WPPE X INVESTORS LLC 42341 42341 LONE CASCADE 16392189 16392189 MOUNT KELLETT I GS 12342 12342 SHORENSTEIN INVESTMENT PARTNER IX 2622 2622 TENASKA II, LP 7513 7513 REVIEW OF CONTRACTS AND AGREEMENTS 139368 24713 118075 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