-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
STUPSKI FOUNDATION
% KARIE DEWAN
Number and street (or P.O. box number if mail is not delivered to street address)
90 NEW MONTGOMERY STREET STE 1100
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO
,
CA
941054551
A Employer identification number
68-0397103
B
Telephone number (see instructions)
(415) 655-4400
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
238,777,806
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
2,393,308
3,715,509
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
12,855,050
b
Gross sales price for all assets on line 6a
55,609,391
7
Capital gain net income (from Part IV, line 2)
...
13,987,349
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
0
56,018
12
Total.
Add lines 1 through 11
........
15,248,358
17,758,876
13
Compensation of officers, directors, trustees, etc.
1,088,500
92,750
1,005,750
14
Other employee salaries and wages
......
1,445,940
97,275
1,356,165
15
Pension plans, employee benefits
.......
563,053
40,550
571,537
16a
Legal fees (attach schedule)
.........
24,260
0
0
24,260
b
Accounting fees (attach schedule)
.......
167,661
68,329
0
68,327
c
Other professional fees (attach schedule)
....
804,960
428,223
402,117
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
59,798
80,403
19
Depreciation (attach schedule) and depletion
...
49,182
20
Occupancy
..............
200,137
17,512
182,625
21
Travel, conferences, and meetings
.......
284,901
3,475
281,624
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
2,337,769
698,280
1,967,628
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
7,026,161
1,526,797
0
5,860,033
25
Contributions, gifts, grants paid
.......
31,500,860
16,935,160
26
Total expenses and disbursements.
Add lines 24 and 25
38,527,021
1,526,797
0
22,795,193
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-23,278,663
b
Net investment income
(if negative, enter -0-)
16,232,079
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
2,245,417
1,588,022
1,588,022
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
161,084
115,888
115,888
10a
Investments—U.S. and state government obligations (attach schedule)
65,942,729
71,267,408
71,267,408
b
Investments—corporate stock (attach schedule)
.......
8,975,968
7,326,276
7,326,276
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
148,186,333
146,291,902
146,291,902
14
Land, buildings, and equipment: basis
1,220,639
Less: accumulated depreciation (attach schedule)
54,788
136,993
1,165,851
1,165,851
15
Other assets (describe
)
7,860,202
11,022,459
11,022,459
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
233,508,726
238,777,806
238,777,806
17
Accounts payable and accrued expenses
..........
728,501
1,178,866
18
Grants payable
.................
8,185,460
22,734,507
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
8,913,961
23,913,373
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
224,594,765
214,864,433
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
224,594,765
214,864,433
30
Total liabilities and net assets/fund balances
(see instructions)
.
233,508,726
238,777,806
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
224,594,765
2
Enter amount from Part I, line 27a
.....................
2
-23,278,663
3
Other increases not included in line 2 (itemize)
3
13,548,331
4
Add lines 1, 2, and 3
..........................
4
214,864,433
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
214,864,433
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
P
b
PORTFOLIO INVESTMENTS
P
c
CAPITAL GAINS FROM 2019 K-1S
P
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
41,354,329
39,764,826
1,589,503
b
8,525,395
1,857,216
6,668,179
c
5,729,667
5,729,667
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
1,589,503
b
6,668,179
c
5,729,667
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
13,987,349
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
22,054,509
251,696,074
0.087624
2017
20,219,394
251,080,853
0.080529
2016
15,975,688
244,014,231
0.06547
2015
6,748,109
259,848,876
0.025969
2014
17,584,417
238,883,770
0.073611
2
Total
of line 1, column (d)
.....................
2
0.333203
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.066641
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
231,789,778
5
Multiply line 4 by line 3
......................
5
15,446,703
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
162,321
7
Add lines 5 and 6
........................
7
15,609,024
8
Enter qualifying distributions from Part XII, line 4
,.............
8
23,979,006
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
162,321
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
162,321
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
162,321
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
250,919
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
41,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
291,919
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
129,598
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
129,598
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
Yes
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
HTTP://WWW.STUPSKI.ORG
14
The books are in care of
KARIE DEWAN
Telephone no.
(415) 655-4400
Located at
90 NEW MONTGOMERY ST SUITE 1100
SAN FRANCISCO
CA
ZIP+4
941054551
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
JOYCE L STUPSKI
BOARD CHAIR
10.0
0
0
0
90 NEW MONTGOMERY STREET 1100
SAN FRANCISCO
,
CA
94105
JAMES G B DEMARTINI III
DIRECTOR
5.0
0
0
0
90 NEW MONTGOMERY STREET 1100
SAN FRANCISCO
,
CA
94105
KELVIN TAKETA
DIRECTOR
5.0
0
0
0
90 NEW MONTGOMERY STREET 1100
SAN FRANCISCO
,
CA
94105
TOM LAYTON
DIRECTOR
5.0
0
0
0
90 NEW MONTGOMERY STREET 1100
SAN FRANCISCO
,
CA
94105
GLEN GALAICH
CHIEF EXECUTIVE OFFICER
40.0
437,500
57,579
0
90 NEW MONTGOMERY STREET 1100
SAN FRANCISCO
,
CA
94105
PARAG GUPTA
CHIEF PROGRAM OFFICER
40.0
377,500
42,765
0
90 NEW MONTGOMERY STREET 1100
SAN FRANCISCO
,
CA
94105
KARIE DEWAN
CFO/SECRETARY
36.0
283,500
30,878
0
90 NEW MONTGOMERY STREET 1100
SAN FRANCISCO
,
CA
94105
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
DANIEL TUTTLE
DIRECTOR
40.0
282,083
45,895
90 NEW MONTGOMERY SUITE 1100
SAN FRANCISCO
,
CA
94105
ELVIN PADILLA
DIRECTOR
40.0
231,846
39,759
90 NEW MONTGOMERY SUITE 1100
SAN FRANCISCO
,
CA
94105
JENNIFER NGUYEN
DIRECTOR
40.0
208,423
30,292
90 NEW MONTGOMERY SUITE 1100
SAN FRANCISCO
,
CA
94105
CLAIRE CALLAHAN
DIRECTOR
40.0
160,000
26,236
90 NEW MONTGOMERY SUITE 1100
SAN FRANCISCO
,
CA
94105
GWYNETH TRIPP
GRANTS MANAGER
40.0
131,664
32,108
90 NEW MONTGOMERY SUITE 1100
SAN FRANCISCO
,
CA
94105
Total
number of other employees paid over $50,000
...................
4
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
TRANSFORMING CARE PARTNERS
CONSULTATION
383,514
2209 9TH AVENUE
SAN FRANCISCO
,
CA
94116
PATRICK LEE
CONSULTATION
313,540
208 28TH ST 301
SAN FRANCISCO
,
CA
94131
HALL CAPITAL PARTNERS LLC
INVESTMENT MANAGEMEN
261,728
ONE MARITIME PLAZA 5TH FLOOR
SAN FRANCISCO
,
CA
94111
SPITFIRE
CONSULTATION
250,685
2300 N STREET NW SUITE 610
WASHINGTON
,
DC
20037
LALITHA VAIDYANATHAN
CONSULTATION
229,035
27 ALTA MAY WAY
SAN FRANCISCO
,
CA
94121
Total
number of others receiving over $50,000 for professional services
.............
9
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
RESPECTING CHOICES - LOAN TO PROVIDE FUNDS FOR ANNUAL OPERATING EXPENSES
200,000
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
200,000
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
79,784,122
b
Average of monthly cash balances
.......................
1b
2,598,263
c
Fair market value of all other assets (see instructions)
................
1c
152,937,187
d
Total
(add lines 1a, b, and c)
.........................
1d
235,319,572
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
235,319,572
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
3,529,794
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
231,789,778
6
Minimum investment return.
Enter 5% of line 5
..................
6
11,589,489
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
11,589,489
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
162,321
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
45,755
c
Add lines 2a and 2b
............................
2c
208,076
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
11,381,413
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
11,381,413
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
11,381,413
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
22,795,193
b
Program-related investments—total from Part IX-B
..................
1b
200,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
983,813
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
23,979,006
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
162,321
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
23,816,685
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
11,381,413
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
2017
,
2016
,
2015
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
3,760,783
d
From 2017
......
8,049,537
e
From 2018
......
9,775,704
f
Total
of lines 3a through e
........
21,586,024
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
23,979,006
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
11,381,413
e
Remaining amount distributed out of corpus
12,597,593
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
34,183,617
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
34,183,617
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
3,760,783
c
Excess from 2017
....
8,049,537
d
Excess from 2018
....
9,775,704
e
Excess from 2019
....
12,597,593
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
LAWRENCE J STUPSKI DECEASED LAW
DATED 9201990
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
Public Health Institute
555 12th Street
Oakland
,
CA
94607
N/A
PC
To provide support for the Alameda County Care Alliance (ACCA) project that will deploy a technology solution to coordinate operations, optimize its data collection for value to health systems and health plans, and identify how to market ACCA to those systems and plans.
200,000
Alameda County Community Food Bank
7900 Edgewater Drive
Oakland
,
CA
94612
N/A
PC
To provide support to strengthen the nutrition safety net, measure the hunger gap in Alameda County and shift priorities to close it.
615,000
Alameda County Social Services Agency
2000 San Pablo Ave
Oakland
,
CA
94612
N/A
GOV
To support new technological tools for CalFresh enrollment in Alameda County.
76,000
Alameda County Social Services Agency
2000 San Pablo Ave
Oakland
,
CA
94612
N/A
GOV
To support new technological tools for CalFresh enrollment in Alameda County.
234,560
Alameda Health System Foundation
350 Frank H Ogawa Plaza 900
Oakland
,
CA
94612
N/A
PC
To offset the costs of developing a comprehensive proposal for improving serious illness care programs within the health system.
75,000
Alameda Health System Foundation
350 Frank H Ogawa Plaza 900
Oakland
,
CA
94612
N/A
PC
To implement serious illness care programs focused on standing up and financially sustaining new interdisciplinary inpatient palliative care at multiple sites.
783,000
Alameda Point Collaborative
677 W Ranger Avenue
Alameda
,
CA
94501
N/A
PC
To support research into and deployment of best practices for an integrated health care delivery service model.
50,000
American Civil Liberties Union Foundation Inc
125 Broad Street 18th Floor
New York
,
NY
10004
N/A
PC
To provide general operating support.
250,000
American University
4400 Massachusetts Avenue NW
Washington
,
DC
20016
N/A
PC
To provide support for the Antiracist Research & Policy Center.
50,000
Article3org
1007 General Kennedy Avenue Suite
San Francisco
,
CA
94129
N/A
POF
To sponsor Article 3 Advisor's annual Human Rights Day event.
25,000
Boys Hope Girls Hope
12120 Bridgeton Square
Bridgeton
,
MO
63044
N/A
PC
To support the ACTION Symposium event at St Louis University.
20,000
California Budget & Policy Center
1107 9th Street Suite 310
Sacramento
,
CA
95814
N/A
PC
To provide sponsorship for the Policy Insights 2020 conference.
25,000
California Budget & Policy Center
1107 9th Street Suite 310
Sacramento
,
CA
95814
N/A
PC
To provide event sponsorship.
5,000
California Budget & Policy Center
1107 9th Street Suite 310
Sacramento
,
CA
95814
N/A
PC
To provide sponsorship for the Policy Insights 2019 conference.
20,000
California Budget & Policy Center
1107 9th Street Suite 310
Sacramento
,
CA
95814
N/A
PC
To provide general operating support.
150,000
California State University East Bay Foundation
25800 CARLOS BEE BLVD
HAYWARD
,
CA
945423000
N/A
PC
To offset the costs of developing a proposal to implement predictive analytics and proactive advising initiatives.
168,327
California State University Long Beach Research Fo
6300 E State University Dr Ste 332
Long Beach
,
CA
90815
N/A
PC
To support the planning process for a two-year study to identify and test promising practices that help meet the basic needs of students.
20,000
California State University Sacramento
6000 J Street
Sacramento
,
CA
95819
N/A
GOV
To provide support for the Department of Student Affairs.
5,000
Candid
32 Old Slip 24th Floor
New York
,
NY
10005
N/A
PC
To provide philanthropic partner level support.
3,600
Catholic Charities CYO of the Archdiocese of San F
1555 39th Avenue
San Francisco
,
CA
94122
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
40,000
Icahn School of Medicine at Mount Sinai
55 West 125 Street Suite 1302
New York
,
NY
10027
N/A
PC
To provide a sponsorship of the Center to Advance Palliative Care national seminar.
3,000
Children Now
1404 FRANKLIN STREET SUITE 700
Oakland
,
CA
94612
N/A
PC
To support efforts to establish a priority focus on improving child health outcomes and accountability for Early and Periodic Screening, Diagnostic, and Treatment (EPSDT) in Medi-Cal.
175,000
Chinese Hospital Association
845 Jackson Street
SAN FRANCISCO
,
CA
94133
N/A
PC
To offset the costs of developing a proposal to strengthen inpatient and outpatient palliative care.
15,000
Chinese Hospital Association
845 Jackson Street
SAN FRANCISCO
,
CA
94133
N/A
PC
To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service.
200,000
Coalition to Transform Advanced Care
1299 PENNSYLVANIA AVE NW STE 1175
WASHINGTON
,
DC
200042426
N/A
PC
To provide sponsorship for C-TAC's annual national summit on advanced illness care.
10,000
Code for America
972 Mission Street 5th Floor
Washington
,
DC
200042426
N/A
PC
To support testing new programs and scaling existing programs for GetCalFresh in San Francisco and Alameda counties.
307,500
Compassion & Choices
101 SW Madison Street 8009
San Francisco
,
CA
94103
N/A
PC
To support implementation and revisions of the Our Care, Our Choice Act in Hawai`i.
319,560
Curry Senior Center
333 Turk Street
Portland
,
OR
97207
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
25,000
Eat Learn Play Foundation
985 3rd St Unit C
San Francisco
,
CA
94012
N/A
PC
To support the Stephen Curry Charity Classic.
2,000
End Well Foundation
1901 Avenue of the Stars 16TH Floor
Oakland
,
CA
94607
N/A
PC
To support the 2019 End Well Emerging Ventures Day.
5,000
Episcopal Community Services of San Francisco
165 8th Street
Los Angeles
,
CA
90067
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
50,000
Exploratorium
Pier 15 The Embarcadero Green St
San Francisco
,
CA
94103
N/A
PC
To provide general operating support.
500,000
Felton InstituteFamily Service Agency of San Fran
1500 Franklin Street
San Francisco
,
CA
94111
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
25,000
Fresh Approach
5060 Commercial Circle Ste C
San Francisco
,
CA
94109
N/A
PC
To provide general operating support.
50,000
GLIDE
330 Ellis Street
Concord
,
CA
94520
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
50,000
Grantmakers In Aging
2001 Jefferson Davis Highway Suite
San Francisco
,
CA
94102
N/A
PC
To support the EOL/Serious Illness Funders Collaborative.
50,000
GreatNonprofits
330 Twin Dolphin Drive 131
Arlington
,
VA
22202
N/A
PC
To provide support for Census 2020 work.
100,000
Hawaii Community Foundation
827 Fort Street Mall
Redwood City
,
CA
94065
N/A
PC
To support an anti-hunger coalition in Hawaii.
100,000
Hawaii Community Foundation
827 Fort Street Mall
Honolulu
,
HI
96813
N/A
PC
To provide support for Census 2020 work.
100,000
University of Hawaii Foundation
1314 South King Street Suite B
Honolulu
,
HI
96813
N/A
PC
To support two projects of Hawaii -P-20: the counseling demonstration project and the early college strategic plan.
250,000
Hawaii Public Television Foundation
315 Sand Island Access Road
Honolulu
,
HI
96814
N/A
PC
To support an education coordinator and the final evaluation phase for the HIKI NO program.
135,000
Matter of Trust
99 Saint Germain Avenue
Honolulu
,
HI
96819
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit through the Heart of the City Farmer's Market project.
52,500
Ho'okua'aina
PO Box 342146
San Francisco
,
CA
94114
N/A
PC
To support the development of the Sustainable Agriculture and Ahupua?a Certificate and Internship program at Windward Community College.
100,000
Honolulu Museum of Art
900 S Beretania Street
Kailua
,
HI
96734
N/A
PC
To support the expansion of the Arts Integrated Education Program.
330,000
Movement Strategy Center
436 14TH St Ste 500
Honolulu
,
HI
96814
N/A
PC
To provide sponsorship support for the State of the Movement 2020: Visionary strategies to build a regenerative economy event.
5,000
Movement Strategy Center
436 14TH St Ste 500
Oakland
,
CA
94612
N/A
PC
To provide membership support to the Justice Funders project.
13,500
Kaiser Foundation Hospitals
2701 NW Vaughn St Ste 490
Oakland
,
CA
94612
N/A
PC
To offset the costs of developing a comprehensive proposal for improving serious illness care programs within the health system.
75,000
Kaiser Foundation Hospitals
2701 NW Vaughn St Ste 490
Portland
,
OR
97210
N/A
PC
To implement serious illness care programs including rollout of home-based palliative care in San Francisco and a variety of caregiver support, advance care planning, and skilled nursing facility pilots in Alameda county.
1,127,000
San Mateo County Community Colleges Foundation
3401 Csm Drive
Portland
,
OR
97210
N/A
PC
To support the KCSM-FM program.
5,000
LIFE ElderCare
39055 Hastings Street Suite 208
San Mateo
,
CA
94402
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
50,000
Meals on Wheels of San Francisco Inc
1375 Fairfax Avenue
Fremont
,
CA
94538
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit and to identify and develop solutions for homebound seniors to effectively utilize their new monthly CalFresh benefits.
50,000
Mercy Housing of California
1256 Market Street
San Francisco
,
CA
94124
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
50,000
National Committee on Responsive Philanthropy
1900 L Street Nw 825
San Francisco
,
CA
94102
N/A
PC
To provide membership support.
6,750
National Committee on Responsive Philanthropy
1900 L Street Nw 825
Washington
,
DC
20036
N/A
PC
To provide additional membership support.
25,000
Northern California Grantmakers
160 Spear Street Suite 360
Washington
,
DC
20036
N/A
PC
To support the Better California statewide initiative of statewide funders.
100,000
Northern California Grantmakers
160 Spear Street Suite 360
San Francisco
,
CA
94105
N/A
PC
To provide event sponsorship for Belonging in Practice: How to be Anti-Racist - an evening with Ibram Kendi.
7,500
Northern California Grantmakers
160 Spear Street Suite 360
San Francisco
,
CA
94105
N/A
PC
To provide a sponsorship for NCG annual conference.
20,000
Northern California Grantmakers
160 Spear Street Suite 360
San Francisco
,
CA
94105
N/A
PC
To provide membership dues.
17,500
Oakland Unified School District
1000 Broadway Ste 450
San Francisco
,
CA
94105
N/A
GOV
To sponsor guidance counselor orientation sessions.
20,000
One Degree
2370 Market Street Suite 162
Oakland
,
CA
94607
N/A
PC
To provide support for One Degree's operations and scale One Degree's Common App throughout the Bay Area.
150,000
Open Door Legal
4634 3rd St
San Francisco
,
CA
94114
N/A
PC
To provide general operating support.
200,000
Open Medicine Foundation
29302 Laro Drive
San Francisco
,
CA
94124
N/A
PC
To support research efforts at the Collaborative Research Centers and to support the expansion of fund development infrastructure.
333,333
Outward Bound California
1016 Lincoln Blvd Suite 316
Agoura Hills
,
CA
91301
N/A
PC
To provide general operating support.
35,000
Pomeroy Recreation & Rehabilitation Center
207 Skyline Blvd
San Francisco
,
CA
94129
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
25,000
San Francisco Achievers
275 5th Street 3rd Floor
San Francisco
,
CA
94132
N/A
PC
To provide general operating support.
50,000
San Francisco Achievers
275 5th Street 3rd Floor
San Francisco
,
CA
94103
N/A
PC
To provide sponsorship for the Pharoah's Court Fall 2019.
2,500
San Francisco Foundation
One Embarcadero Center Suite 1400
San Francisco
,
CA
94103
N/A
PC
To support the Partnership for the Bay's Future, Policy Fund.
200,000
San Francisco Foundation
One Embarcadero Center Suite 1400
San Francisco
,
CA
94111
N/A
PC
To support membership in the Bay Area Workforce Funders Collaborative (BAWFC) for 2019 to 2020.
150,000
San Francisco Foundation
One Embarcadero Center Suite 1400
San Francisco
,
CA
94111
N/A
PC
Contribution to Donor Advised Fund
500,000
San Francisco General Hospital Foundation
2789 25th St 2028
San Francisco
,
CA
94111
N/A
PC
To implement serious illness care programs focused on improving goal-concordant care for oncology patients.
640,000
San Francisco General Hospital Foundation
2789 25th St 2028
San Francisco
,
CA
94110
N/A
PC
To offset the costs of developing a comprehensive proposal for improving serious illness care programs within the health system.
75,000
San Francisco Jazz Organization
201 Franklin Street
San Francisco
,
CA
94110
N/A
PC
To provide sponsorship for the 2019 SF Jazz Spring Gala.
4,800
San Francisco Jazz Organization
201 Franklin Street
San Francisco
,
CA
94102
N/A
PC
To support the expansion of the Education Department's School Programming.
1,000,000
San Francisco Jazz Organization
201 Franklin Street
San Francisco
,
CA
94102
N/A
PC
To provide sponsorship for the 2020 SF Jazz Spring Gala.
5,525
San Francisco Marin Food Bank
900 Pennsylvania Avenue
San Francisco
,
CA
94102
N/A
PC
To support increased food distribution through strategic planning, systems upgrades, research, and optimizing logistics.
550,000
San Francisco Marin Food Bank
900 Pennsylvania Avenue
San Francisco
,
CA
94107
N/A
PC
To provide Benefactor Sponsorship for the One Big Table Event.
25,000
San Francisco State University
1600 Holloway Avenue
San Francisco
,
CA
94107
N/A
PC
To offset the costs of developing a proposal to implement predictive analytics and proactive advising initiatives.
200,000
Self-Help for the Elderly
731 SANSOME STREET SUITE 100
San Francisco
,
CA
94132
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
50,000
Silicon Valley Community Foundation
2440 West El Camino Real Suite 300
San Francisco
,
CA
94111
N/A
PC
To support the Bay Area Census Regional Pooled Fund project.
500,000
Spark SF Public Schools
135 Van Ness Avenue Room 119
Mountain View
,
CA
940401498
N/A
PC
To support Counseling & Post-Secondary Success and/or College and Career Readiness.
20,000
St Anthony Foundation
150 Golden Gate Avenue
San Francisco
,
CA
94102
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
50,000
ValleyCare Charitable Foundation
111 East Stanley Blvd
San Francisco
,
CA
94102
N/A
PC
To offset the costs of developing a proposal to stand up inpatient palliative care.
15,000
Stanford University
Development Services 326 Galvez Str
Livermore
,
CA
94550
N/A
PC
To evaluate the implementation and effectiveness of health system-led serious illness care programming funded by the Stupski Foundation, informing future grant making strategy.
220,695
Stanford University
Development Services 326 Galvez Str
Stanford
,
CA
94305
N/A
PC
To sponsor the Data on Purpose conference.
25,000
Stanford University
Development Services 326 Galvez Str
Stanford
,
CA
94305
N/A
PC
To sponsor SSIR's Nonprofit Management Institute conference.
20,000
Stanford University
Development Services 326 Galvez Str
Stanford
,
CA
94305
N/A
PC
To create a Kinder Ready Clinic implementation model for pediatric clinics and develop a texting program for parents to use for their 2 to 3 year old children.
218,000
Stanford University
Development Services 326 Galvez Str
Stanford
,
CA
943055101
N/A
PC
To create a Kinder Ready Clinic implementation model for pediatric clinics and develop a texting program for parents to use for their 2 to 3 year old children.
233,000
Stanford University
Development Services 326 Galvez Str
Stanford
,
CA
943055101
N/A
PC
To create a Kinder Ready Clinic implementation model for pediatric clinics and develop a texting program for parents to use for their 2 to 3 year old children.
233,290
Stanford University
Development Services 326 Galvez Str
Stanford
,
CA
943055101
N/A
PC
To create a Kinder Ready Clinic implementation model for pediatric clinics and develop a texting program for parents to use for their 2 to 3 year old children.
578,110
Summer Search
101 Howard St Ste 250
Stanford
,
CA
943055101
N/A
PC
To support the 30th anniversary Gala.
10,000
Sutter Bay Medical Foundation
795 El Camino Real
San Francisco
,
CA
94105
N/A
PC
To implement serious illness care programs extending home-based palliative care coverage in Alameda county.
866,000
Sutter Bay Medical Foundation
795 El Camino Real
Palo Alto
,
CA
94301
N/A
PC
To offset the costs of developing a comprehensive proposal for improving serious illness care programs within the health system.
75,000
Teach for America - Hawai'i
500 Ala Moana Blvd Suite 3-580
Palo Alto
,
CA
94301
N/A
PC
To support program development throughout the state of Hawaii.
100,000
The Justice & Diversity Center of the Bar Associat
301 Battery Street 3rd Floor
Honolulu
,
HI
96813
N/A
PC
To assist SSI recipients to apply for CalFresh and support them through final approval of benefit.
25,000
uAspire
31 Milk Street Suite 900
San Francisco
,
CA
94111
N/A
PC
To support text-based advising to San Francisco Unified School District students.
147,610
The Regents of the University of California San F
220 Montgomery St Fl 5
Boston
,
MA
02109
N/A
PC
To support the implementation, scaling and sustainability of proven clinical models to detect and treat toxic stress and promote resilience amongst children aged 0-3 in San Francisco and Alameda counties.
1,000,000
The Regents of the University of California San F
220 Montgomery St Fl 5
San Francisco
,
CA
94104
N/A
PC
To implement serious illness care programs including systemwide screening of patients for various needs and appropriate referral to tailored services.
470,000
The Regents of the University of California San F
220 Montgomery St Fl 5
San Francisco
,
CA
94104
N/A
PC
To offset the costs of developing a comprehensive proposal for improving serious illness care programs within the health system.
75,000
United Way Bay Area
550 Kearny Street Suite 1000
San Francisco
,
CA
94104
N/A
PC
To support the planning process and initial pilot of a one-stop, SparkPoint Center at Chabot College.
50,000
VitalTalk
600 1st Ave Ste 500C
San Francisco
,
CA
94108
N/A
PC
To support the Bay Area Hub and business development capabilities in order to increase institutional contracts with San Francisco and Alameda County health systems.
100,000
VitalTalk
600 1st Ave Ste 500C
Seattle
,
WA
98104
N/A
PC
To support the Bay Area Hub and business development capabilities in order to increase institutional contracts with San Francisco and Alameda County health systems.
100,000
Wai-anae Community Re-Development Corporation DBA
P O Box 441
Seattle
,
WA
98104
N/A
PC
To support the expansion the youth education program and fund the due diligence and closing costs for a 21-acre farmland purchase.
250,000
Washington Hospital Healthcare Foundation
2000 Mowry Avenue
Waianae
,
HI
967920441
N/A
PC
To offset the costs of developing a proposal to stand up outpatient palliative care.
15,000
Total
.................................
3a
16,935,160
b
Approved for future payment
Alameda County Community Food Bank
PO Box 2599
Oakland
,
CA
94614
N/A
PC
To provide support to strengthen the nutrition safety net, measure the hunger gap in Alameda County and shift priorities to close it.
675,000
Alameda Health System
350 Frank H Ogawa Plaza 900
Oakland
,
CA
94612
N/A
PC
To implement serious illness care programs focused on standing up and financially sustaining new interdisciplinary inpatient palliative care at multiple sites.
498,000
Alameda Health System
350 Frank H Ogawa Plaza 900
Oakland
,
CA
94612
N/A
PC
To implement serious illness care programs focused on standing up and financially sustaining new interdisciplinary inpatient palliative care at multiple sites.
719,000
California State University East Bay
25800 CARLOS BEE BLVD
HAYWARD
,
CA
945423000
N/A
PC
To support the development and implementation of predictive analytics and proactive advising.
1,333,334
California State University East Bay
25800 CARLOS BEE BLVD
HAYWARD
,
CA
945423000
N/A
PC
To support the development and implementation of predictive analytics and proactive advising.
1,333,333
California State University East Bay
25800 CARLOS BEE BLVD
HAYWARD
,
CA
945423000
N/A
PC
To support the development and implementation of predictive analytics and proactive advising.
1,333,333
Center for Ecoliteracy
2150 Allston Way Suite 270
Berkeley
,
CA
94704
N/A
PC
To support assisting Oakland Unified School District's efforts to successfully operationalize the new Central Kitchen.
50,000
Chinese Hospital Association
845 Jackson Street
San Francisco
,
CA
94133
N/A
PC
To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service.
200,000
Chinese Hospital Association
845 Jackson Street
San Francisco
,
CA
94133
N/A
PC
To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service.
200,000
Comfort Homesake Inc
6955 Foothill Blvd
Oakland
,
CA
94605
N/A
PC
To expand outreach to the Latinx community in Alameda county and identify additional partners willing to participate in providing community health care resources for advance care planning.
50,000
Community Foods
3105 San Pablo Ave
Oakland
,
CA
94608
N/A
PC
To support innovating CalFresh point of sale and outreach through the Community Foods Market project.
40,000
Compassion & Choices
101 Sw Madison St Unit 8009
Portland
,
OR
97207
N/A
PC
To support implementation and revisions of the Our Care, Our Choice Act in Hawai`i.
128,640
East Bay Community Foundation
200 Frank H Ogawa Plaza
Oakland
,
CA
94612
N/A
PC
To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative.
150,000
East Bay Community Foundation
200 Frank H Ogawa Plaza
Oakland
,
CA
94612
N/A
PC
To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative.
150,000
East Bay Community Foundation
200 Frank H Ogawa Plaza
Oakland
,
CA
94612
N/A
PC
To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative.
150,000
East Bay Community Foundation
200 Frank H Ogawa Plaza
Oakland
,
CA
94612
N/A
PC
To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative.
150,000
East Bay Community Foundation
200 Frank H Ogawa Plaza
Oakland
,
CA
94612
N/A
PC
To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative.
150,000
Family Caregiver Alliance
101 Montgomery Street Suite 2150
SAN FRANCISCO
,
CA
94104
N/A
PC
To provide breakfast sponsorship for the Alameda County Caregiver Convening on January 24, 2020.
2,600
Hawai'i Community Foundation
827 Fort Street Mall
Honolulu
,
HI
96813
N/A
PC
To strengthen the early childhood workforce?s ability to address childhood trauma and address systemic barriers to improving behavioral health supports and services in Hawai`i through the Promising Minds Initiative.
100,000
Hawai'i Community Foundation
827 Fort Street Mall
Honolulu
,
HI
96813
N/A
PC
To strengthen the early childhood workforce?s ability to address childhood trauma and address systemic barriers to improving behavioral health supports and services in Hawai`i through the Promising Minds Initiative.
100,000
Hawai'i Public Television Foundation
315 Sand Island Access Road
Honolulu
,
HI
96819
N/A
PC
To support an education coordinator and the final evaluation phase for the HIKI NO program.
100,000
Ho'okua'aina
PO Box 342146
Kailua
,
HI
96734
N/A
PC
To support the development of the Sustainable Agriculture and Ahupua?a Certificate and Internship program at Windward Community College.
100,000
Honolulu Museum of Art
900 S Beretania Street
Honolulu
,
HI
96814
N/A
PC
To support the expansion of the Arts Integrated Education Program.
370,000
Kaiser Permanente
2701 Nw Vaughn St Ste 490
Portland
,
OR
97210
N/A
PC
To implement serious illness care programs including rollout of home-based palliative care in San Francisco and a variety of caregiver support, advance care planning, and skilled nursing facility pilots in Alameda county.
913,000
Kaiser Permanente
2701 Nw Vaughn St Ste 490
Portland
,
OR
97210
N/A
PC
To implement serious illness care programs including rollout of home-based palliative care in San Francisco and a variety of caregiver support, advance care planning, and skilled nursing facility pilots in Alameda county.
1,460,000
LeadersUp
P O Box 862190
Los Angeles
,
CA
900862190
N/A
PC
To design, test, and deploy programming that connects local youth to middle-skill career pathways at Laney College while building the capacity of the Laney College Career Center.
200,000
Open Medicine Foundation
29302 Laro Drive
Agoura Hills
,
CA
91301
N/A
PC
To support research efforts at the Collaborative Research Centers and to support the expansion of fund development infrastructure.
333,334
Open Medicine Foundation
29302 Laro Drive
Agoura Hills
,
CA
91301
N/A
PC
To support research efforts at the Collaborative Research Centers and to support the expansion of fund development infrastructure.
333,333
Othering & Belonging Institute
2195 Hearst Ave Rm 120
Berkeley
,
CA
94720
N/A
PC
To provide support for the Othering & Belonging Institute.
5,000
San Francisco General Hospital Foundation
2789 25th St 2028
San Francisco
,
CA
94110
N/A
PC
To implement serious illness care programs focused on improving goal-concordant care for oncology patients.
975,600
San Francisco General Hospital Foundation
2789 25th St 2028
San Francisco
,
CA
94110
N/A
PC
To implement serious illness care programs focused on improving goal-concordant care for oncology patients.
925,000
San Francisco Marin Food Bank
900 Pennsylvania Avenue
San Francisco
,
CA
94107
N/A
PC
To support increased food distribution through strategic planning, systems upgrades, research, and optimizing logistics.
550,000
San Francisco State University
1600 Holloway Avenue
San Francisco
,
CA
94132
N/A
PC
To support the development and implementation of predictive analytics and proactive advising.
1,137,333
San Francisco State University
1600 Holloway Avenue
San Francisco
,
CA
94132
N/A
PC
To support the development and implementation of predictive analytics and proactive advising.
1,137,333
San Francisco State University
1600 Holloway Avenue
San Francisco
,
CA
94132
N/A
PC
To support the development and implementation of predictive analytics and proactive advising.
1,137,334
Streetwyze
722 Hillgirt Cir Apt 1
Oakland
,
CA
94610
N/A
PC
To support collaboration with Alameda County Community Food Bank to ground truth food security data.
250,000
Sutter Health
795 El Camino Real
Palo Alto
,
CA
94301
N/A
PC
To implement serious illness care programs extending home-based palliative care coverage in Alameda county.
1,595,000
Sutter Health
795 El Camino Real
Palo Alto
,
CA
94301
N/A
PC
To implement serious illness care programs extending home-based palliative care coverage in Alameda county.
1,039,000
Teach for America - Hawai'i
25 Broadway 12th Floor
New York
,
NY
10004
N/A
PC
To support program development throughout the state of Hawaii.
100,000
The Center for Dying and Living
PO Box 316
Bolinas
,
CA
94924
N/A
PC
To collect fifty patient stories from local people affected by serious illness that will seed the The Center for Dying and Living project?s Library for Dying and Living.
30,000
UCSF Benioff Children's Hospital
220 Montgomery St Fl 5
San Francisco
,
CA
94104
N/A
PC
To support the implementation, scaling and sustainability of proven clinical models to detect and treat toxic stress and promote resilience amongst children aged 0-3 in San Francisco and Alameda counties.
950,000
UCSF Division of Palliative Care Medicine
220 Montgomery St Fl 5
San Francisco
,
CA
94104
N/A
PC
To implement serious illness care programs including systemwide screening of patients for various needs and appropriate referral to tailored services.
510,000
UCSF Division of Palliative Care Medicine
220 Montgomery St Fl 5
San Francisco
,
CA
94104
N/A
PC
To implement serious illness care programs including systemwide screening of patients for various needs and appropriate referral to tailored services.
520,000
Washington Hospital Healthcare System
2000 Mowry Avenue
Fremont
,
CA
94538
N/A
PC
To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service.
166,666
Washington Hospital Healthcare System
2000 Mowry Avenue
Fremont
,
CA
94538
N/A
PC
To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service.
166,666
Washington Hospital Healthcare System
2000 Mowry Avenue
Fremont
,
CA
94538
N/A
PC
To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service.
166,668
Zitter Family Project
1014 Torney Avenue
San Francisco
,
CA
94129
N/A
PC
To support the Zitter Media Fund program of the Zitter Family Project to activate and support caregivers in the Bay Area by creating educational materials accompanying the short documentary The Final Journey and testing them with a variety of local audiences.
50,000
Total
.................................
3b
22,734,507
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
2,393,308
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
523000
123,751
18
12,582,071
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
OTHER INVESTMENT INCOME
523000
149,228
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
272,979
14,975,379
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
15,248,358
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description