EUCALYPTUS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EUCALYPTUS FOUNDATION (EIN 94-3148772)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-18
- IRS object ID
- 202610779349100621
- Schema version
- 2024v5.5
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2026-03-18T17:52:35-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ALMADEN BOULEVARD SUITE 1000 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943148772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EUCALYPTUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUCA | BusinessNameControlTxt |
| Phone | 4155613346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 29550 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941290550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY DOLAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4155613346 | PhoneNum |
| Signature | 2026-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 4089616300 | PhoneNum |
| Preparation | 2026-03-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $283,518,200 | 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 | $225,789 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,032,964 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,032,964 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,133,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,271,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,277,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,971,578 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,310,942 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,427 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $214,273 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,687,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,829,358 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,925 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,925 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $65,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $65,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,524 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,524 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $155,011 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,743 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $126,268 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $374,233 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $390,303 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $6,911 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $389,021 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95,913 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,932 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,016,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $522,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $223,649 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,164,489 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,746,826 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,181,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $522,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,970,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,493,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,306,488 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,372,214 | CashBOYAmt |
| Cash EOY | $6,099,197 | CashEOYAmt |
| Cash EOYFMV | $6,099,197 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,278,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,128,261 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,128,261 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $16 | AcctRcvblAmt |
| Acct Rcvbl EOY | $16 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $78,151 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $78,151 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $861,548 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $911,443 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $911,443 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $150,189,753 | CorporateStockBOYAmt |
| Corporate Stock EOY | $181,036,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $181,036,603 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $64,966,785 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $69,255,717 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $69,255,717 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,973,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,967,838 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,967,838 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $244,196 | OtherAssetsBOYAmt |
| Other Assets EOY | $40,974 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,974 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $264,885,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,518,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $283,518,200 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $148,114 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $556 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,768,082 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,185,745 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $333,537 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $578,823 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,249,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,765,124 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $255,636,197 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $267,753,076 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $255,636,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,753,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $264,885,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $283,518,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $255,636,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,493,326 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,610,205 | OtherIncreasesAmt |
| Subtotal | $267,753,076 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,753,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CAPITAL GUARDIAN | $25,865 | $25,558 | $307 | $307 | |
| GOLDMAN SACHS FIXED INCOME | $2,526,391 | $2,464,132 | $62,259 | $62,259 | |
| GOLDMAN SACHS KESTREL | $18,079,607 | $15,128,502 | $2,951,105 | $2,951,105 | |
| HCP ABSOLUTE RETURN FUND | $711,344 | $349,917 | $361,427 | $361,427 | P |
| PASSTHROUGH GAINS AND K-1 INCOME | $313,938 | $313,938 | $313,938 | P | |
| PASSTHROUGH GAINS AND K-1 INCOME | $233,139 | $233,139 | $233,139 | P | |
| CAPITAL GAIN DISTRIBUTIONS | $929,818 | $929,818 | $929,818 | P | |
| LOSS ON DISSOLUTION OF TIFF | $9,151,476 | $9,692,527 | -$541,051 | -$541,051 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,310,942 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $157,160 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $157,160 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $157,160 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $323,420 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $323,420 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $166,260 | OverpaymentAmt |
| Applied To ES Tax | $166,260 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY DOLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155613346 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29550 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941290550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| GORDON T GEBALLE | ||||||||
| PO BOX 29550 | SAN FRANCISCO | CA | 941290550 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALISON F GEBALLE | ||||||||
| PO BOX 29550 | SAN FRANCISCO | CA | 941290550 | VICE PRES.,DIRECTOR | 1.25 | $0 | $0 | $0 |
| ADAM P GEBALLE | ||||||||
| PO BOX 29550 | SAN FRANCISCO | CA | 941290550 | VICE PRESIDENT, DIRECTOR | 0.75 | $0 | $0 | $0 |
| STEPHEN SCHWARZ | ||||||||
| PO BOX 29550 | SAN FRANCISCO | CA | 941290550 | SECRETARY, DIRECTOR | 4.00 | $7,925 | $0 | $0 |
| JENNIFER G NORMAN | ||||||||
| PO BOX 29550 | SAN FRANCISCO | CA | 941290550 | DIRECTOR | 0.75 | $0 | $0 | $0 |
| JEFF DOLAN | ||||||||
| PO BOX 29550 | SAN FRANCISCO | CA | 941290550 | CFO | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HORAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29550 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941290550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR OF GRANTS M | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,000 | CompensationAmt |
| Employee Benefits | $11,039 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KESTREL INVESTMENT MGMT | |||||
| 411 BOREL AVE 403 | SAN MATEO | CA | 94402 | INVESTMENT MANAGEMENT | $282,655 |
| EUCALYPTUS ASSOCIATES | |||||
| PO BOX 29550 | SAN FRANCISCO | CA | 94129 | TAX AND ACCOUNTING | $83,000 |
| BPM LLP | |||||
| 10 ALMADEN BOULEVARD SUITE 1000 | SAN JOSE | CA | 95113 | TAX AND AUDIT | $72,011 |
| GOLDMAN SACHS | |||||
| 555 CALIFORNIA STREET 45TH FLR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT & CUSTODY | $65,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $240,717,309 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,438,365 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,337,391 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $275,493,065 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $275,493,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,132,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $271,360,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,568,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,568,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $157,160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $157,160 | TotalTaxAmt |
| Distributable Before Adj | $13,410,873 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,410,873 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,410,873 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,970,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,970,475 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,410,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,470,905 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,339,690 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,810,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,970,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,970,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,810,595 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,810,595 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $629,803 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALISON F GEBALLE | ContributingManagerNm |
| Contributing Manager | ADAM P GEBALLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACHIEVE TAHOE | |||||||||||
| PO BOX 8339 | TRUCKEE | CA | 96162 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| ADVOCATES FOR CHILDREN CASA | |||||||||||
| 1663 MISSION ST STE 700 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| AIM HIGH | |||||||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | NONE | PC | SUMMER LEARNING EXPERIENCE PROGRAM | $75,000 | ||||
| ALICE FONG YU PARENTS ASSOCIATION | |||||||||||
| 1541 12 TH AVE | SAN FRANCISCO | CA | 94122 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| AMERICAN ACADEMY OF OPHTHALMOLOGY FOUNDATION | |||||||||||
| 655 BEACH ST | SAN FRANCISCO | CA | 94109 | NONE | PC | PARKE CENTER CAMPAIGN | $1,500 | ||||
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | |||||||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | SCIENCE AND TECHNOLOGY FELLOWSHIPS | $194,993 | ||||
| AMERICAN PHYSICAL SOCIETY | |||||||||||
| ONE PHYSICS ELLIPSE | COLLEGE PARK | MD | 20740 | NONE | PC | PHYSICSQUEST PROGRAM | $217,000 | ||||
| BAY AREA RAINBOW SYMPHONY | |||||||||||
| 2261 MARKET ST | SAN FRANCISCO | CA | 94114 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| BOYS AND GIRLS CLUBS OF SAN FRANCISCO | |||||||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||
| BOYS AND GIRLS CLUBS OF THE PENINSULA | |||||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||
| CALIFORNIA TROUT FOUNDATION | |||||||||||
| 435 PACIFIC AVE STE 200 | SAN FRANCISCO | CA | 94133 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| CAMPOLINDO ATHLETIC BOOSTERS | |||||||||||
| 300 MORAGA RD | MORAGA | CA | 94556 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| CENTER FOR CREATIVE LAND RECYCLING | |||||||||||
| 2342 SHATTUCK AVE 506 | BERKELEY | CA | 94704 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| CHILDREN'S MUSEUM OF SONOMA COUNTY | |||||||||||
| 1835 W STEELE LN | SANTA ROSA | CA | 95403 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||
| CHRONICLE SEASON OF SHARING | |||||||||||
| PO BOX 7844 | SAN FRANCISCO | CA | 941207844 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | ||||
| CLINIC BY THE BAY | |||||||||||
| 35 ONONDAGA AVE | SAN FRANCISCO | CA | 94112 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| COLLEGE NOW PROGRAM AT DIABLO VALLEY COLLEGE | |||||||||||
| 1690 WATERMILL ROAD | SAN RAMON | CA | 94582 | NONE | PC | GENERAL OPERATING SUPPORT | $7,000 | ||||
| COMPAGNIA DE' COLOMBARI | |||||||||||
| PO BOX 17 VILLAGE STATION | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $147,257 | ||||
| COUNCIL FOR ECONOMIC EDUCATION | |||||||||||
| 122 EAST 42ND STREET SUITE 1012 | NEW YORK | NY | 10168 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| CURIODYSSEY | |||||||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||
| EAST PALO ALTO TENNIS & TUTORING | |||||||||||
| 3460 W BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PC | TUTOR COMPENSATION | $80,000 | ||||
| EAST PALO ALTO TENNIS & TUTORING | |||||||||||
| 3460 W BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PC | AFTER SCHOOL PROGRAM EXPANSION | $70,000 | ||||
| EAST PALO ALTO TENNIS & TUTORING | |||||||||||
| 3460 W BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||||||
| 1041 MYRTLE STREET | PALO ALTO | CA | 94303 | NONE | PC | PHYSICS PROGRAM ENDOWMENT | $3,000,000 | ||||
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||||||
| 1041 MYRTLE STREET | PALO ALTO | CA | 94303 | NONE | PC | PHYSICS PROGRAM | $106,390 | ||||
| ENVIRONMENTAL DEFENSE FUND | |||||||||||
| 123 MISSION STREET 28TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PC | SUPPORT THE CLIMATE CORPS | $500,000 | ||||
| EXPLORATORIUM | |||||||||||
| PIER 15 EMBARCADERO AT GREEN ST | SAN FRANCISCO | CA | 94111 | NONE | PC | STABILITY & REVITALIZATION FUND | $500,000 | ||||
| FRED HUTCHINSON CANCER CENTER | |||||||||||
| PO BOX 19024 | SEATTLE | WA | 98109 | NONE | PC | MEDICAL RESEARCH | $1,000,000 | ||||
| FRIENDS OF MORAGA LIBRARY | |||||||||||
| 1500 ST MARYS RD | MORAGA | CA | 94556 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| FRIENDS OF MORAGA LIBRARY | |||||||||||
| 1500 ST MARYS RD | MORAGA | CA | 94556 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||
| FRIENDS OF SAN FRANCISCO PUBLIC LIBRARY | |||||||||||
| 1630 17TH STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | YOUTH PROGRAMS | $25,000 | ||||
| GEOHAZARDS INTERNATIONAL | |||||||||||
| 687 BAY ROAD | MENLO PARK | CA | 94025 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | ||||
| GOOD SAMARITAN FAMILY RESOURCE CENTER | |||||||||||
| 1294 POTRERO AVENUE | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| GOOD TIDINGS FOUNDATION | |||||||||||
| 1469 ROLLINS ROAD | BURLINGAME | CA | 94010 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| HABITAT FOR HUMANITY GREATER SAN FRANCSICO | |||||||||||
| 300 MONTGOMERY STREET SUITE 450 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||
| HOLY FAMILY DAY HOME | |||||||||||
| 299 DOLORES STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | MENTAL HEALTH PROGRAM | $35,000 | ||||
| HOPE CHICAGO | |||||||||||
| 303 E WACKER DR 360 | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| HSAN IV FOUNDATION | |||||||||||
| PO BOX 3318 | NARRAGANSETT | RI | 02882 | NONE | PF | GENERAL OPERATING SUPPORT | $4,000 | ||||
| HUCKLEBERRY YOUTH PROGRAMS | |||||||||||
| 3450 GEARY BLVD SUITE 107 | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||
| INTERNATIONAL FESTIVAL OF ARTS AND IDEAS | |||||||||||
| 195 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | ||||
| JOYBOUND PEOPLE AND PETS ALLIANCE | |||||||||||
| 2890 MITCHELL DRIVE | WALNUT CREEK | CA | 94598 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | ||||
| KICKSTART INTERNATIONAL | |||||||||||
| 1849 GEARY BLVD PO BOX 15908 | SAN FRANCISCO | CA | 941150908 | NONE | PC | HIGH IMPACT INTERVENTIONS IN SUB-SAHARAN AFRICA | $250,000 | ||||
| LAS TRAMPAS SCHOOL | |||||||||||
| 3460 LANA LN | LAFAYETTE | CA | 94549 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | ||||
| LIFEMOVES | |||||||||||
| 2550 GREAT AMERICA WAY SUITE 201 | SANTA CLARA | CA | 95054 | NONE | PC | SUMMER ADVENTURE CAMP | $75,000 | ||||
| LIFEMOVES | |||||||||||
| 2550 GREAT AMERICA WAY SUITE 201 | SANTA CLARA | CA | 95054 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||
| LIGHTHAWK | |||||||||||
| PO BOX 2751 | GRAND JUNCTION | CO | 81502 | NONE | PC | FLIGHTS FOR CONSERVATION THROUGHOUT CALIFORNIA | $50,000 | ||||
| MICROCREDIT ENTERPRISES | |||||||||||
| 5758 GEARY BLVD | SAN FRANCISCO | CA | 94121 | NONE | PC | CAPITAL CALL | $8,450 | ||||
| MIDDLEBURY COLLEGE - INSTITUTE OF INTERNATIONAL STUDIES AT MONTEREY | |||||||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | NONE | PC | CENTER ON TERRORISM AND FINANCIAL AID | $500,000 | ||||
| MID-PENINSULA HIGH SCHOOL | |||||||||||
| 1340 WILLOW ROAD | MENLO PARK | CA | 94025 | NONE | PC | STUDENT FINANCIAL AID | $50,000 | ||||
| MISSION GRADUATES | |||||||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | COLLEGE ACCESS PROGRAMS AT JOHN O'CONNELL & MISSION HIGH SCHOOLS | $60,000 | ||||
| MORAGA COMMUNITY FOUNDATION | |||||||||||
| 1480 MORAGA ROAD STE C 191 | MORAGA | CA | 94556 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| MORAGA EDUCATION FOUNDATION | |||||||||||
| PO BOX 34 | MORAGA | CA | 94556 | NONE | PC | CAMPOLINDO | $5,000 | ||||
| MORAGA PARK FOUNDATION | |||||||||||
| PO BOX 302 | MORAGA | CA | 94556 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||||
| 733 3RD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | MRI-SINGLE CELL TRANSCRIPTOMIC PROJECT | $534,858 | ||||
| NATIONAL TRUST FOR LOCAL NEWS | |||||||||||
| 405 WALTHAM STREET 319 | LIXINGTON | MA | 02421 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 | ||||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| NEW YORK UNIVERSITY | |||||||||||
| 547 LAGUARDIA PLACE | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| ORANGUTAN OUTREACH | |||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | PO BOX 1414 | SOUTH PERTH | AS | WA 6951 | ||||
| OUTSIDE THE FRAME | |||||||||||
| 800 NW 6TH AVENUE 335 | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | ||||
| PENSION RIGHTS CENTER | |||||||||||
| 1050 30TH STREET NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| PLAYWORKS | |||||||||||
| 1423 BROADWAY PMB 161 | OAKLAND | CA | 94612 | NONE | PC | STAFF SUPPORT | $75,000 | ||||
| PLYMOUTH STATE UNIVERSITY | |||||||||||
| 17 HIGH ST | PLYMOUTH | NH | 03254 | NONE | PC | HYDE HALL RENOVATION | $5,000 | ||||
| POPULATION MEDIA CENTER | |||||||||||
| 30 KIMBALL AVENUE SUITE 302 | SOUTH BURLINGTON | VT | 05403 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||
| RAVENSWOOD EDUCATION FOUNDATION | |||||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PC | RAVENSWOOD SCHOOL DISTRICT | $50,000 | ||||
| RED TAB FOUNDATION | |||||||||||
| 1155 BATTERY STREET | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||
| RIVER PARTNERS | |||||||||||
| 580 VALLOMBROSA AVE | CHICO | CA | 95926 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | ||||
| ROCKY MOUNTAIN REFUGE | |||||||||||
| 6550 GATEWAY RD | COMMERCE CITY | CO | 80022 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| SAN FRANCISCO OPERA | |||||||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 941024509 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| SAN FRANCISCO PHILHARMONIC | |||||||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| SAN FRANCISCO SYMPHONY MUSIC MENTORS PROGRAM | |||||||||||
| 201 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| SAN MATEO COUNTY PARKS FOUNDATION | |||||||||||
| 1701 COYOTE POINT DR | SAN MATEO | CA | 94401 | NONE | PC | MEMORIAL COUNTY PARK NATURE CENTER RENOVATIONS PROJECT | $36,878 | ||||
| SAVE THE BAY | |||||||||||
| 560 14TH STREET 400 | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||
| SCHOOLS OF THE SACRED HEART | |||||||||||
| 2222 BROADWAY | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | ||||
| SEACOLOGY | |||||||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | NONE | PC | SUPPORT OF THE DOMINICAN REPUBLIC NATIONAL MANGROVE INITIATIVE | $35,000 | ||||
| SENIOR COASTSIDERS HALF MOON BAY | |||||||||||
| 925 MAIN ST | HALF MOON BAY | CA | 94019 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| SF-MARIN FOOD BANK | |||||||||||
| PO BOX 7203 | SAN FRANCISCO | CA | 94120 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| SIDE BY SIDE | |||||||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | NONE | PC | REAL ALTERNATIVES PROGRAM | $12,500 | ||||
| SOUTHERN CALIFORNIA HOSPICE FOUNDATION | |||||||||||
| 24552 MOSQUERO LANE | MISSION VIEJO | CA | 92691 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||
| TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORP | |||||||||||
| 201 EDDY STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||||||
| 2929 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | THE WHARTON FUND | $500 | ||||
| UC DAVIS COMPREHENSIVE CARE CENTER | |||||||||||
| 2279 45TH ST | SACRAMENTO | CA | 95817 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||
| VIVALON | |||||||||||
| 999 3RD ST | SAN RAFAEL | CA | 94901 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||
| WESTERN CENTER ON LAW AND POVERTY | |||||||||||
| 3701 WILSHIRE BLVD SUITE 208 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| WESTERN REGIONAL ADVOCACY PROJECT | |||||||||||
| 2940 16TH STREET SUITE 200-2 | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,746,826 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIM HIGH | |||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | NONE | PC | GENERAL OPERATING SUPPORT | $225,000 |
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | |||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | SCILINE PROGRAM | $500,000 |
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | |||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | SCIENCE AND TECHNOLOGY FELLOWSHIPS | $700,000 |
| AMERICAN PHYSICAL SOCIETY | |||||||
| 1 PHYSICS ELLIPSE | COLLEGE PARK | MD | 20740 | NONE | PC | PHYSICS QUEST | $687,636 |
| BOYS AND GIRLS CLUBS OF SAN FRANCISCO | |||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 |
| BULAMU HEALTHCARE | |||||||
| 1933 WAVERLEY STREET | PALO ALTO | CA | 94301 | NONE | PC | GENERAL OPERATING SUPPORT | $600,000 |
| COMPAGNIA DE' COLOMBARI | |||||||
| PO BOX 17 | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $107,000 |
| CURIODYSSEY | |||||||
| 1651 COYOTE POINT DRIVE | SAN MATEO | CA | 94401 | NONE | PC | EDUCATION PROGRAMS | $50,000 |
| DOUGLAS LAND CONSERVANCY | |||||||
| 115 WILCOX ST SUITE 220 | CASTLE ROCK | CO | 80104 | NONE | PC | CONSERVATION OPPORTUNITY FUND | $100,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 123 MISSION STREET 28TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PC | CLIMATE CORPS PROGRAM | $5,000,000 |
| GEOHAZARDS INTERNATIONAL | |||||||
| 687 BAY ROAD | MENLO PARK | CA | 94025 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 |
| HOPE CHICAGO | |||||||
| 303 E WACKER DR 360 | CHICAGO | IL | 60601 | NONE | PC | SALARY SUPPORT | $25,000 |
| INTERNATIONAL FESTIVAL OF ARTS AND IDEAS | |||||||
| 195 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL OPERATING SUPPORT | $750,000 |
| MISSION GRADUATES | |||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | COLLEGE ACCESS PROGRAMS AT JOHN O'CONNELL & MISSION HIGH SCHOOLS | $120,000 |
| NATIONAL TRUST FOR LOCAL NEWS | |||||||
| 405 WALTHAM STREET 319 | LEXINGTON | MA | 02421 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $600,000 |
| SAN FRANCISCO SYMPHONY MUSIC MENTORS PROGRAM | |||||||
| 201 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 |
| SAVE THE BAY | |||||||
| 560 14TH STREET 400 | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 |
| SF MARIN FOOD BANK | |||||||
| PO BOX 7203 | SAN FRANCISCO | CA | 94120 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| SIDE BY SIDE | |||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | NONE | PC | REAL ALTERNATIVES PROGRAM | $15,000 |
| TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORP | |||||||
| 201 EDDY STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 |
| YOUTH TENNIS ADVANTAGE | |||||||
| 1717 POWELL ST 100 | SAN FRANCISCO | CA | 94133 | NONE | PC | GENERAL OPERATING SUPPORT | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $11,374,636 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,032,964 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,133,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,277,659 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $17,427 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,462,020 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,462,020 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE H GEBALLE ADMIN TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29550 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $224,859 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCTNG. & ADMIN. FEE | $83,000 | $20,750 | $62,250 |
| AUDIT FEES | $29,746 | $4,462 | $25,284 |
| TAX PREPARATION FEES | $42,265 | $3,531 | $38,734 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HSAN IV FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3318 | AddressLine1Txt |
| City | NARRAGANSETT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02882 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-06-23 | GrantDt |
| Grant | $4,000 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF SELF-DEALING EXCEPTION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-B, LINE A(A)(3) & (4) | FormAndLineReferenceDesc |
| Medium Explanation | PART VII-B, LINE 1A(3) & (4) RE: PAYMENT OF COMPENSATION TO A DISQUALIFIED PERSONACCOUNTING SERVICES ARE PROVIDED TO THE FOUNDATION BY EUCALYPTUS ASSOCIATES, INC., THE OWNERS AND DIRECTORS OF WHICH INCLUDE DIRECTORS AND OFFICERS OF THE FOUNDATION. SUCH SERVICES ARE PROVIDED AT OR BELOW FAIR MARKET VALUE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INC. FUND | $12,416,040 | $12,416,040 |
| GOLDMAN SACHS CORP. FIXED INC. | $27,162,216 | $27,162,216 |
| VANGD. SHORT-TERM BOND FUND | $6,357,321 | $6,357,321 |
| VANGD.TOT. BOND MKT. INDEX FUND | $23,320,140 | $23,320,140 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL WORLD GROWTH & INC. FUND | $10,293,603 | $10,293,603 |
| GOLDMAN SACHS KESTREL | $20,851,906 | $20,851,906 |
| ISHARES MSCI ACWI LOW CARBON FUND | $6,868,384 | $6,868,384 |
| LEVI STRAUSS & CO. CL. A STOCK | $8,724,057 | $8,724,057 |
| TIFF MULTI-ASSET FUND | $12,041,335 | $12,041,335 |
| VANGD. TOT. INT'L STK. IDX. INSTIT. | $45,291,189 | $45,291,189 |
| VANGD. TOTAL STK. MKT. FUND INSTIT. | $76,966,129 | $76,966,129 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $911,443 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $911,443 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HCP ABSOLUTE RETURN FUND | FMV | $544,364 | $544,364 |
| IMPRINT THEMATIC OPPORTUNITIES | FMV | $699,192 | $699,192 |
| PRIV. EQUITY MGRS. IMPACT 2018 | FMV | $572,633 | $572,633 |
| JASPER RIDGE PRIVATE INVESTMENTS TE | FMV | $2,048,387 | $2,048,387 |
| FARALLON CAPITAL F5 INVEST | FMV | $5,219,188 | $5,219,188 |
| TIFF CENTERSTONE FUND | FMV | $9,884,074 | $9,884,074 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REDEMPTION PROCEEDS RECEIVABLE | Desc |
| BOY Book Value | $244,196 | BOYBookValueAmt |
| EOY Book Value | $40,974 | EOYBookValueAmt |
| EOYFMV | $40,974 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $820 | $0 | $820 |
| BANK CHARGES | $482 | $0 | $482 |
| PAYROLL SERVICE | $3,734 | $0 | $3,734 |
| OFFICE EXPENSE | $1,140 | $0 | $1,140 |
| REMOTE EXPENSE REIMBURSEMENT | $2,184 | $0 | $2,184 |
| DUES AND MEMBERSHIP | $572 | $0 | $572 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP PASSTHROUGH INCOME | $214,273 | ||
| OTHER INCOME | $17,427 | $17,427 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $17,610,205 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $333,537 | BOYBookValueAmt |
| EOY Book Value | $578,823 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $374,233 | Amt |
| Net Investment Income | $390,303 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $143,735 | $0 | $0 |
| DEFERRED EXCISE TAX | $245,286 | $0 | $0 |
| FOREIGN TAXES | $0 | $95,913 | $0 |