-
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
YELLOW CHAIR FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
1660 BUSH STREET NO 300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO
,
CA
94109
A Employer identification number
94-3380194
B
Telephone number (see instructions)
(415) 561-6540
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)
$
452,620,225
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)
90,958,999
2
Check
.............
3
Interest on savings and temporary cash investments
4,326
3,020,944
4
Dividends and interest from securities
...
7,993,037
37,168,611
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
17,025,900
b
Gross sales price for all assets on line 6a
346,019,794
7
Capital gain net income (from Part IV, line 2)
...
65,207,760
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)
.......
50
-1,971,407
12
Total.
Add lines 1 through 11
........
115,982,312
103,425,908
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
32,997
16,499
16,498
c
Other professional fees (attach schedule)
....
959,090
488,257
470,833
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
251,031
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
19,990
1,000
18,990
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
12,300
700
5,620
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,275,408
506,456
511,941
25
Contributions, gifts, grants paid
.......
37,652,481
17,383,243
26
Total expenses and disbursements.
Add lines 24 and 25
38,927,889
506,456
17,895,184
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
77,054,423
b
Net investment income
(if negative, enter -0-)
102,919,452
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
.........
96,133,311
95,691,942
95,691,942
3
Accounts receivable
280,812
Less: allowance for doubtful accounts
68,843
280,812
280,812
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
..........
233,245
226,949
226,949
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
172,584,625
312,275,344
312,275,344
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)
..........
37,475,343
44,145,178
44,145,178
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
48,021
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
306,543,388
452,620,225
452,620,225
17
Accounts payable and accrued expenses
..........
370,394
78,403
18
Grants payable
.................
6,721,909
27,236,147
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
)
886,000
1,281,000
23
Total liabilities
(add lines 17 through 22)
.........
7,978,303
28,595,550
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
298,565,085
424,024,675
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)
.....
298,565,085
424,024,675
30
Total liabilities and net assets/fund balances
(see instructions)
.
306,543,388
452,620,225
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
298,565,085
2
Enter amount from Part I, line 27a
.....................
2
77,054,423
3
Other increases not included in line 2 (itemize)
3
48,800,167
4
Add lines 1, 2, and 3
..........................
4
424,419,675
5
Decreases not included in line 2 (itemize)
5
395,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
424,024,675
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
GOLDMAN SACHS EQUITY
2018-01-01
2019-12-31
b
KKR PRINCIPAL OPPORTUNITIES ACCESS FUND
P
2018-01-01
2019-12-31
c
PRIVATE EQUITY MANAGERS 2013
P
2018-01-01
2019-12-31
d
PRIVATE EQUITY MANAGERS 2014
P
2018-01-01
2019-12-31
e
GOLDMAN SACHS VINTAGE FUND III OFFSHORE, LP
P
2018-01-01
2019-12-31
GOLDMAN SACHS VINTAGE FUND IV OFFSHORE HOLDINGS, LP
P
2018-01-01
2019-12-31
GOLDMAN SACHS VINTAGE FUND V OFFSHORE HOLDINGS, LP
P
2018-01-01
2019-12-31
GOLDMAN SACHS VINTAGE FUND VI OFFSHORE, LP
P
2018-01-01
2019-12-31
GS PRIVATE EQUITY MANAGERS CONCENTRATED OFFSHORE LP
P
2018-01-01
2019-12-31
THOMAS H LEE EQUITY VI ACCESS LP
P
2018-01-01
2019-12-31
GS MEZZANINE PARTNERS V OFFSHORE, L.P.
P
2018-01-01
2019-12-31
GS MEZZANINE PARTNERS 2006 OFFSHORE, L.P.
P
2018-01-01
2019-12-31
ANCHORAGE ILLIQUID OPPORTUNITIES IV ACCESS FUND
P
2018-01-01
2019-12-31
MT KELLETT CAPITAL PARTNERS II ACESS FUND
P
2018-01-01
2019-12-31
GOLDMAN SACHS WLR OPPORTUNITIES FUND OFFSHORE, LP
P
2018-01-01
2019-12-31
GREEN WAVE PRIVATE ASSETS OFFSHORE LP
P
2018-01-01
2019-12-31
GROWTH AND EMERGING MARKETS PRIVATE EQUITY
P
2018-01-01
2019-12-31
ENERGY PRIVATE EQUITY MANAGERS CONCENTRATED II LP
P
2018-01-01
2019-12-31
PRIVATE EQUITY CO-INVESTMENT PARTNERS OFFSHORE
P
2018-01-01
2019-12-31
GLOBAL PRIVATE OPPORTUNITIES PARTNERS II OFFSHORE
P
2018-01-01
2019-12-31
PRIVATE EQUITY MANAGERS 2015
P
2018-01-01
2019-12-31
PRIVATE EQUITY MANAGERS 2016
P
2018-01-01
2019-12-31
PRIVATE EQUITY MANAGERS 2017
P
2018-01-01
2019-12-31
WHITEHALL STREET INTERNATIONAL REAL ESTATE CORPORATION 2005
P
2018-01-01
2019-12-31
ARTISAN DYNAMIC
P
2018-01-01
2019-12-31
MCDONALD (LATEEF)
P
2018-01-01
2019-12-31
WELLINGTON: NON-US EQUITY OFFSHORE L.P. (FORMERLY VONTOBEL)
P
2018-01-01
2019-12-31
GS CAPITAL PARTNERS V INST.
P
2018-01-01
2019-12-31
GS CAPITAL PARTNERS VI PARALLEL
P
2018-01-01
2019-12-31
WHITEHALL PARALLEL GLOBAL REAL ESTATE 2007
P
2018-01-01
2019-12-31
WEST STREET ENERGY PARTNERS/ BROAD STREET ENERGY PARTNERS
P
2018-01-01
2019-12-31
GS SOCIAL IMPACT FUND LP
P
2018-01-01
2019-12-31
OZRE III ACCESS LP
P
2018-01-01
2019-12-31
WEST STREET CP VII
P
2018-01-01
2019-12-31
ARTISAN DYNAMIC LLC
P
2012-06-15
2019-03-31
MCDONALD (LATEEF)
P
2011-01-01
2019-03-31
WELLINGTON: NON-US EQUITY OFFSHORE L.P. (FORMERLY VONTOBEL)
P
2012-06-15
2019-03-31
DF CRUT
D
2018-01-01
2019-12-31
CAPITAL GAINS DIVIDENDS
P
(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
294,385,398
277,373,340
17,012,058
b
459,931
459,931
c
183,603
183,603
d
463,445
463,445
e
27,053
27,053
273,785
273,785
71,752
71,752
145,700
145,700
20,282
-20,282
284,305
-284,305
22
22
544
544
113,654
113,654
20,301
20,301
12,778
-12,778
384
384
88,095
88,095
19,855
19,855
61,286
61,286
76,157
76,157
247,566
247,566
228,178
228,178
159,216
159,216
12,242
12,242
189,991
189,991
215,750
215,750
314,938
-314,938
76,047
-76,047
58,234
58,234
137,595
-137,595
821
-821
391
391
3,321
3,321
1,498
1,498
1,346,765
1,346,765
1,460,908
-1,460,908
1,131,020
-1,131,020
47,151,835
47,151,835
13,842
13,842
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
17,012,058
b
459,931
c
183,603
d
463,445
e
27,053
273,785
71,752
145,700
-20,282
-284,305
22
544
113,654
20,301
-12,778
384
88,095
19,855
61,286
76,157
247,566
228,178
159,216
12,242
189,991
215,750
-314,938
-76,047
58,234
-137,595
-821
391
3,321
1,498
1,346,765
-1,460,908
-1,131,020
47,151,835
13,842
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
65,207,760
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
15,684,559
311,484,204
0.050354
2017
12,593,860
243,063,690
0.051813
2016
12,461,545
222,264,888
0.056066
2015
10,883,269
238,807,837
0.045573
2014
11,740,885
232,905,145
0.050411
2
Total
of line 1, column (d)
.....................
2
0.254217
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
0.050843
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
340,266,815
5
Multiply line 4 by line 3
......................
5
17,300,186
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,029,195
7
Add lines 5 and 6
........................
7
18,329,381
8
Enter qualifying distributions from Part XII, line 4
,.............
8
17,895,184
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
2,058,389
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
0
3
Add lines 1 and 2
...........................
3
2,058,389
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
2,058,389
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
414,865
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
414,865
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
1,643,524
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
PACIFIC FOUNDATION SERVICES LLC
Telephone no.
(415) 561-6540
Located at
1660 BUSH STREET SUITE 300
SAN FRANCISCO
CA
ZIP+4
94109
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
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
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
DAVID FILO
PRESIDENT & DIRECTOR
1.00
0
0
0
1660 BUSH STREET SUITE 300
SAN FRANCISCO
,
CA
94109
ANGELA FILO
CFO & SECRETARY
1.00
0
0
0
1660 BUSH STREET SUITE 300
SAN FRANCISCO
,
CA
94109
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
NONE
Total
number of other employees paid over $50,000
...................
0
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
PACIFIC FOUNDATION SERVICES LLC
CONSULTANT
553,921
1660 BUSH STREET SUITE 300
SAN FRANCISCO
,
CA
94109
GOLDMAN SACHS
INVESTMENT MANAGER
405,169
555 CALIFORNIA STREET 44TH FLOOR
SAN FRANCISCO
,
CA
94104
Total
number of others receiving over $50,000 for professional services
.............
0
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
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
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
345,448,543
b
Average of monthly cash balances
.......................
1b
0
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
345,448,543
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
345,448,543
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
5,181,728
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
340,266,815
6
Minimum investment return.
Enter 5% of line 5
..................
6
17,013,341
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
17,013,341
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
2,058,389
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
2,058,389
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
14,954,952
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
14,954,952
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
14,954,952
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
17,895,184
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
17,895,184
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
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
17,895,184
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
14,954,952
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
1,075,932
d
From 2017
......
2,220,287
e
From 2018
......
490,840
f
Total
of lines 3a through e
........
3,787,059
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
17,895,184
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
14,954,952
e
Remaining amount distributed out of corpus
2,940,232
5
Excess distributions carryover applied to 2019.
0
0
(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
6,727,291
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
......
0
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)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
6,727,291
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
1,075,932
c
Excess from 2017
....
2,220,287
d
Excess from 2018
....
490,840
e
Excess from 2019
....
2,940,232
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).)
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
2020 MOM
5042 WILSHIRE BLVD SUITE 31842
LOS ANGELES
,
CA
90036
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
5,000
PACIFIC BUSINESS GROUP ON HEALTH
275 BATTERY STREET SUITE 480
SAN FRANCISCO
,
CA
94111
501(C)(3) PUBLIC CHA
PROMOTING MIDWIFERY: SCALING THE INTEGRATION GUIDE AND CHANGING PAYER PRACTICES
310,000
ONEGOAL
PO BOX 734137
CHICAGO
,
IL
60673
501(C)(3) PUBLIC CHA
GENERAL SUPPORT FOR THE BAY AREA PROGRAM
75,000
NORTHERN CALIFORNIA GRANTMAKERS
160 SPEAR STREET SUITE 360
SAN FRANCISCO
,
CA
94105
501(C)(3) PUBLIC CHA
MEMBERSHIP ($750 MEMBERSHIP DUES, $14,250 CONSIDERED GRANT)
14,250
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300
WASHINGTON
,
DC
20036
501(C)(3) PUBLIC CHA
THE CLIMATE AND CLEAN ENERGY EQUITY FUND
500,000
NEW TEACHER CENTER
110 COOPER STREET 5TH FLOOR
SANTA CRUZ
,
CA
95060
501(C)(3) PUBLIC CHA
GENERAL OPERATING SUPPORT FOR NEW TEACHER CENTER
225,000
NEW SCHOOLS FUND
1616 FRANKLIN STREET 2ND FLOOR
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
25,000
NATIONAL PUBLIC EDUCATION SUPPORT FUND
1900 L ST NW STE520
WASHINGTON
,
DC
20036
501(C)(3) PUBLIC CHA
GENERAL SUPPORT FOR THE EDUCATION FUNDER STRATEGY GROUP
25,000
NATIONAL PARTNERSHIP FOR WOMEN AND FAMILIES INC
1875 CONNECTICUT AVENUE NW SUITE
650
WASHINGTON
,
DC
20009
501(C)(3) PUBLIC CHA
ADVANCE MATERNITY CARE
250,000
NATIONAL OUTDOOR LEADERSHIP SCHOOL
284 LINCOLN ST
LANDER
,
WY
82520
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
10,000
MONUMENT CRISIS CENTER
PO 23973
CONCORD
,
CA
94520
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
5,000
MIRACLE FOUNDATION
1506 WEST SIXTH STREET
AUSTIN
,
TX
78703
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
50,000
MILLS COLLEGE
5000 MACARTHUR BOULEVARD
OAKLAND
,
CA
94613
501(C)(3) PUBLIC CHA
MILLS TEACHER SCHOLARS DISTRICT PARTNERSHIP INITIATIVE
75,000
MARCH FOR MOMS
11900 W 87TH ST PKWY SUITE 225
WALPOLE
,
MA
02081
501(C)(3) PUBLIC CHA
BUILDING A CONSUMER-LED ASSOCIATION TO ADVANCE THE WELL-BEING OF AMERICAN FAMILIES
70,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVE SUITE 340
PALO ALTO
,
CA
94301
501(C)(3) PUBLIC CHA
ENHANCING E-LEARNING TOOLS TO SUPPORT REDUCTION IN CESAREAN SECTIONS
175,000
LEARNING POLICY INSTITUTE
1530 PAGE MILL ROAD SUITE 200
PALO ALTO
,
CA
94304
501(C)(3) PUBLIC CHA
INFORMING, BUILDING, AND SUPPORTING STATES' CAPACITIES TO ADEQUATELY AND EQUITABLE FUND PUBLIC EDUCATION
225,000
INSTITUTE FOR MEDICAID INNOVATION
1575 I STREET NW SUITE 300
WASHINGTON
,
DC
20005
501(C)(3) PUBLIC CHA
MATERNAL MODELS OF CARE TO IMPROVE HEALTH CARE DELIVERY AND OUTCOMES IN MEDICAID
99,923
IMENTOR
199 WATER STREET 8TH FLOOR
NEW YORK
,
NY
10038
501(C)(3) PUBLIC CHA
IMENTOR 2018-23 STRATEGIC PLAN
750,000
HUMAN RIGHTS WATCH INC
350 FIFTH AVENUE 34TH FLOOR
NEW YORK
,
NY
10118
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
225,000
HORIZONS FOUNDATION
550 MONTGOMERY STREET
SAN FRANCISCO
,
CA
94111
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
40,000
PENINSULA BRIDGE PROGRAM
177 BOVET RD SUITE 120
SAN MATEO
,
CA
94402
501(C)(3) PUBLIC CHA
PENINSULA BRIDGE GENERAL SUPPORT
50,000
GROUNDSWELL FUND
548 MARKET ST 49734
SAN FRANCISCO
,
CA
94104
501(C)(3) PUBLIC CHA
BIRTH JUSTICE FUND
100,000
PLAYWORKS EDUCATION ENERGIZED
380 WASHINGTON STREET
OAKLAND
,
CA
94607
501(C)(3) PUBLIC CHA
NORTHERN CALIFORNIA - GENERAL SUPPORT
10,000
PRO PUBLICA INC
155 AVENUE OF THE AMERICAS13TH
FLOOR
NEW YORK
,
NY
10013
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
500,000
WOMEN'S FOUNDATION OF CALIFORNIA
300 FRANK H OGAWA PLAZA 420
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
75,000
UCSF FOUNDATION
LOCKBOX 45339 PO BOX 589001-MC3120
SAN FRANCISCO
,
CA
94145
501(C)(3) PUBLIC CHA
UCSF MIDWIFERY MENTORSHIP AND BELONGING PROGRAM
100,000
UC BERKELEY FOUNDATION
UNIVERSITY OF CALIFORNIA BERKELEY
121 NORTH GATE HALL
BERKELEY
,
CA
94720
501(C)(3) PUBLIC CHA
UC BERKELEY GRADUATE SCHOOL OF JOURNALISM GENERAL SUPPORT
400,000
THE SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
SIERRA CLUB 2030 CAMPAIGN
4,000,000
THE ENERGY FOUNDATION
301 BATTERY STREET 5TH FLOOR
SAN FRANCISCO
,
CA
94111
501(C)(3) PUBLIC CHA
U.S. PROGRAM GENERAL OPERATING SUPPORT
750,000
THE BDOTE LEARNING CENTER
3216 E 29TH STREET
MINNEAPOLIS
,
MN
55406
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
25,000
TEEN SUCCESS INC
508 VALLEY WAY
MILPITAS
,
CA
95035
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
5,000
STUDENT PRESS LAW CENTER
1608 RHODE ISLAND AVE NW SUITE 211
WASHINGTON
,
DC
20036
501(C)(3) PUBLIC CHA
NEW VOICES ORGANIZING PROJECT
160,000
STUDENT PRESS LAW CENTER
1608 RHODE ISLAND AVE NW SUITE 211
WASHINGTON
,
DC
20036
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
100,000
SISTERSONG INC
1237 RALPH DAVID ABERNATHY BLVD
ATLANTA
,
GA
30310
501(C)(3) PUBLIC CHA
BMMA GENERAL OPERATING SEED FUNDING
50,000
SEEDS OF AFRICA FOUNDATION
601 W 26TH ST STE 325-47
NEW YORK
,
NY
10001
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
10,000
SAVE THE REDWOODS LEAGUE
111 SUTTER STREET 11TH FL
SAN FRANCISCO
,
CA
94104
501(C)(3) PUBLIC CHA
TO SUPPORT THE ACQUISITION OF ALDER CREEK
15,000
RYSE INC
205 41ST STREET
RICHMOND
,
CA
94805
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
10,000
REDWOOD CITY EDUCATION FOUNDATION
PO BOX 3046
REDWOOD CITY
,
CA
94064
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
25,000
RAVENSWOOD EDUCATION FOUNDATION
PO BOX 396
MENLO PARK
,
CA
94026
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
50,000
QUEST SCHOLARS PROGRAM (QUESTBRIDGE)
445 SHERMAN AVE STE100
PALO ALTO
,
CA
94306
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
100,000
PUBLIC HEALTH ADVOCATES
PO BOX 2309
DAVIS
,
CA
95617
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
10,000
PUBLIC ADVOCATES INC
131 STEUART ST STE 300
SAN FRANCISCO
,
CA
94105
501(C)(3) PUBLIC CHA
EQUITABLE AND ADEQUATE SCHOOL RESOURCES
125,000
PROFOUND GENTLEMEN
2701C FREEDOM DRIVE
CHARLOTTE
,
NC
28208
501(C)(3) PUBLIC CHA
CAPACITY BUILDING TO SUPPORT & RETAIN MALE EDUCATORS OF COLOR
50,000
PRESIDENT & FELLOWS OF HARVARD COLLEGE
677 HUNTINGTON AVENUE
BOSTON
,
MA
02215
501(C)(3) PUBLIC CHA
ARIADNE LABS
350,000
GRIP TRAINING INSTITUTE (INSIGHT-OUT)
PO BOX 888
WOODACRE
,
CA
94973
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
35,000
MARCH FOR MOMS
11900 W 87TH ST PKWY SUITE 225
WALPOLE
,
MA
02081
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
35,000
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1311 L STREET NW SUITE 650
WASHINGTON
,
DC
20005
501(C)(3) PUBLIC CHA
MEMBERSHIP
7,390
EASTSIDE COLLEGE PREPARATORY SCHOOL
1041 MYRTLE STREET
EAST PALO ALTO
,
CA
94303
501(C)(3) PUBLIC CHA
2019 JOURNALISM TRIP
16,000
EAST PALO ALTO ACADEMY FOUNDATION
PO BOX 50803
PALO ALTO
,
CA
94303
501(C)(3) PUBLIC CHA
HELPING LOW-INCOME STUDENTS ACHIEVE POST-SECONDARY SUCCESS THROUGH EPAAS COLLEGE-GOING PROGRAM
75,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO
,
CA
94111
501(C)(3) PUBLIC CHA
CLIMATE AND ENERGY PROGRAM
450,000
DESARROLLO FAMILIAR INC (FAMILIAS UNIDAS)
205 39TH ST
RICHMOND
,
CA
94805
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
5,000
COLLEGE TRACK
111 BROADWAY AVENUE
OAKLAND
,
CA
94607
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
125,000
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L STREET NW SUITE 650
WASHINGTON
,
DC
20005
501(C)(3) PUBLIC CHA
MEMBERSHIP
6,380
CHILDREN NOW
1404 FRANKLIN STREET SUITE 700
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
EMPLOYING CHILDREN NOWS GAME CHANGING MODEL TO ACHIEVE EQUITY AND EXCELLENCE IN CALIFORNIAS EDUCATION SYSTEM
125,000
CAMPAIGN FOR COLLEGE OPPORTUNITY
1149 S HILL STREET SUITE 925
LOS ANGELES
,
CA
90015
501(C)(3) PUBLIC CHA
IMPROVING STUDENT SUCCESS IN CALIFORNIA
100,000
CALIFORNIANS FOR JUSTICE EDUCATION FUND
520 3RD STSUITE 3
OAKLAND
,
CA
94601
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
50,000
BREAKTHROUGH SILICON VALLEY
C/O HOOVER MIDDLE SCHOOL 1635 PARK
AVENUE
SAN JOSE
,
CA
95126
501(C)(3) PUBLIC CHA
BREAKTHROUGH SILICON VALLEY GENERAL OPERATING SUPPORT
75,000
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
326 GALVEZ STREET
STANFORD
,
CA
94305
501(C)(3) PUBLIC CHA
GSE ALUMNI EXCELLENCE IN EDUCATION AWARD
24,300
BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
326 GALVEZ STREET
STANFORD
,
CA
94305
501(C)(3) PUBLIC CHA
THE STANFORD FUND
250,000
BLOSSOM BIRTH SERVICES
290 S CALIFORNIA AVE SUITE A
PALO ALTO
,
CA
94306
501(C)(3) PUBLIC CHA
BLOSSOM GENERAL SUPPORT GRANT 9/2019 THROUGH 8/2021
25,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD ST 18TH FLOOR
NEW YORK
,
NY
10004
501(C)(3) PUBLIC CHA
CENTENNIAL CAMPAIGN
2,000,000
ALLIANCE FOR GIRLS
510 16TH STREET SUITE 100
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
5,000
AABC FOUNDATION INC
3123 GOTTSCHALL ROAD
PERKIOMENVILLE
,
PA
18074
501(C)(3) PUBLIC CHA
AMERICAN ASSOCIATION OF BIRTH CENTERS GENERAL OPERATING SUPPORT
75,000
826 NATIONAL
44 GOUGH SUITE 206
SAN FRANCISCO
,
CA
94103
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
100,000
EASTSIDE COLLEGE PREPARATORY SCHOOL
1041 MYRTLE STREET
EAST PALO ALTO
,
CA
94303
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
100,000
EASTSIDE COLLEGE PREPARATORY SCHOOL
1041 MYRTLE STREET
EAST PALO ALTO
,
CA
94303
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
25,000
YUMA COMMUNITY FOOD BANK
2404 E 24TH STREET
YUMA
,
AZ
85365
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
50,000
ENVIRONMENTAL DEFENSE FUND INCORPORATED
257 PARK AVENUE SOUTH
NEW YORK
,
NY
10010
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
1,500,000
EDBUILD INC
140 BAY STREET SUITE A-2
JERSEY CITY
,
NJ
07302
501(C)(3) PUBLIC CHA
ADVANCING SCHOOL FUNDING THROUGH CLOSURE
125,000
ENVIRONMENTAL HEALTH COALITION
2727 HOOVER AVE SUITE 202
NATIONAL CITY
,
CA
91950
501(C)(3) PUBLIC CHA
CALIFORNIA ENVIRONMENTAL JUSTICE ALLIANCE - STRENGTHENING SUSTAINABILITY AND CAPACITY
125,000
ENVIRONMENTAL WORKING GROUP
1436 U STREET NW 101
WASHINGTON
,
DC
20009
501(C)(3) PUBLIC CHA
TO SUPPORT A SCIENCE RESEARCH FUND TO ADVANCE ENVIRONMENTAL HEALTH
350,000
FOUNDATION FOR A COLLEGE EDUCATION
2160 EUCLID AVE
EAST PALO ALTO
,
CA
94303
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
40,000
GRADUATE THEOLOGICAL UNION
2400 RIDGE ROAD
BERKELEY
,
CA
94709
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
5,000
GLOBAL FUND FOR WOMEN INC
800 MARKET STREET SEVENTH FLOOR
SAN FRANCISCO
,
CA
94102
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
1,000,000
GIRLS LEADERSHIP INSTITUTE INC
111 MYRTLE STREET SUITE 101
OAKLAND
,
CA
94607
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
5,000
GLOBAL PRESS INSTITUTE
700 PENNSYLVANIA AVE SE
WASHINGTON
,
DC
20003
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
250,000
Total
.................................
3a
17,383,243
b
Approved for future payment
STUDENT PRESS LAW CENTER
1608 RHODE ISLAND AVE NW SUITE 211
WASHINGTON
,
DC
20036
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
100,000
GLOBAL FUND FOR WOMEN INC
800 MARKET STREET SEVENTH FLOOR
SAN FRANCISCO
,
CA
94102
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
1,000,000
BLOSSOM BIRTH SERVICES
290 S CALIFORNIA AVE SUITE A
PALO ALTO
,
CA
94306
501(C)(3) PUBLIC CHA
BLOSSOM GENERAL SUPPORT GRANT 9/2019 THROUGH 8/2021
25,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOOR
NEW YORK
,
NY
10004
501(C)(3) PUBLIC CHA
CENTENNIAL CAMPAIGN
2,000,000
THE SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
SIERRA CLUB 2030 CAMPAIGN
4,000,000
THE ENERGY FOUNDATION
301 BATTERY STREET 5TH FLOOR
SAN FRANCISCO
,
CA
94111
501(C)(3) PUBLIC CHA
U.S. PROGRAM GENERAL OPERATING SUPPORT
750,000
THE SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
SIERRA CLUB 2030 CAMPAIGN
4,000,000
THE SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
SIERRA CLUB 2030 CAMPAIGN
4,000,000
THE SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
SIERRA CLUB 2030 CAMPAIGN
4,000,000
HUMAN RIGHTS WATCH INC
350 FIFTH AVENUE 34TH FLOOR
NEW YORK
,
NY
10118
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
225,000
826 NATIONAL
44 GOUGH SUITE 206
SAN FRANCISCO
,
CA
94103
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
100,000
WOMEN'S FOUNDATION OF CALIFORNIA
300 FRANK H OGAWA PLAZA 420
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
75,000
THE ENERGY FOUNDATION
301 BATTERY STREET 5TH FLOOR
SAN FRANCISCO
,
CA
94111
501(C)(3) PUBLIC CHA
U.S. PROGRAM GENERAL OPERATING SUPPORT
750,000
STUDENT PRESS LAW CENTER
1608 RHODE ISLAND AVE NW SUITE 211
WASHINGTON
,
DC
20036
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
100,000
BREAKTHROUGH SILICON VALLEY
C/O HOOVER MIDDLE SCHOOL 1635 PARK
AVENUE
SAN JOSE
,
CA
95126
501(C)(3) PUBLIC CHA
BREAKTHROUGH SILICON VALLEY GENERAL OPERATING SUPPORT
75,000
GLOBAL FUND FOR WOMEN INC
801 MARKET STREET SEVENTH FLOOR
SAN FRANCISCO
,
CA
94102
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
1,000,000
NEW TEACHER CENTER
1205 PACIFIC AVENUE SUITE 301
SANTA CRUZ
,
CA
95060
501(C)(3) PUBLIC CHA
GENERAL OPERATING SUPPORT FOR NEW TEACHER CENTER
225,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300
WASHINGTON
,
DC
20036
501(C)(3) PUBLIC CHA
THE CLIMATE AND CLEAN ENERGY EQUITY FUND
500,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO
,
CA
94111
501(C)(3) PUBLIC CHA
CLIMATE AND ENERGY PROGRAM
550,000
MILLS COLLEGE
5000 MACARTHUR BOULEVARD
OAKLAND
,
CA
94613
501(C)(3) PUBLIC CHA
MILLS TEACHER SCHOLARS DISTRICT PARTNERSHIP INITIATIVE
75,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO
,
CA
94111
501(C)(3) PUBLIC CHA
CLIMATE AND ENERGY PROGRAM
650,000
FOUNDATION FOR A COLLEGE EDUCATION
PO BOX 50518
EAST PALO ALTO
,
CA
94303
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
40,000
COLLEGE TRACK
112 LINDEN STREET
OAKLAND
,
CA
94607
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
125,000
PRO PUBLICA INC
155 AVENUE OF THE AMERICAS 13TH
FLOOR
NEW YORK
,
NY
10013
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
500,000
LEARNING POLICY INSTITUTE
1530 PAGE MILL ROAD SUITE 200
PALO ALTO
,
CA
94304
501(C)(3) PUBLIC CHA
INFORMING, BUILDING, AND SUPPORTING STATES' CAPACITIES TO ADEQUATELY AND EQUITABLE FUND PUBLIC EDUCATION
225,000
MARCH FOR MOMS
PO BOX 751
WALPOLE
,
MA
02081
501(C)(3) PUBLIC CHA
BUILDING A CONSUMER-LED ASSOCIATION TO ADVANCE THE WELL-BEING OF AMERICAN FAMILIES
70,000
PUBLIC ADVOCATES INC
131 STEUART ST STE 300
SAN FRANCISCO
,
CA
94105
501(C)(3) PUBLIC CHA
EQUITABLE AND ADEQUATE SCHOOL RESOURCES
125,000
WOMEN'S FOUNDATION OF CALIFORNIA
300 FRANK H OGAWA PLAZA 420
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
75,000
CHILDREN NOW
1404 FRANKLIN STREET SUITE 700
OAKLAND
,
CA
94612
501(C)(3) PUBLIC CHA
EMPLOYING CHILDREN NOWS GAME CHANGING MODEL TO ACHIEVE EQUITY AND EXCELLENCE IN CALIFORNIAS EDUCATION SYSTEM
125,000
QUEST SCHOLARS PROGRAM
445 SHERMAN AVE SUITE 100
PALO ALTO
,
CA
94306
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
100,000
QUEST SCHOLARS PROGRAM
445 SHERMAN AVE SUITE 100
PALO ALTO
,
CA
94306
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
100,000
CAMPAIGN FOR COLLEGE OPPORTUNITY
1149 S HILL STREET SUITE 925
LOS ANGELES
,
CA
90015
501(C)(3) PUBLIC CHA
IMPROVING STUDENT SUCCESS IN CALIFORNIA
100,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
400 HAMILTON AVE SUITE 340
PALO ALTO
,
CA
94301
501(C)(3) PUBLIC CHA
ENHANCING E-LEARNING TOOLS TO SUPPORT REDUCTION IN CESAREAN SECTIONS
110,000
BREAKTHROUGH SILICON VALLEY
C/O HOOVER MIDDLE SCHOOL 1635 PARK
AVENUE
SAN JOSE
,
CA
95126
501(C)(3) PUBLIC CHA
BREAKTHROUGH SILICON VALLEY GENERAL OPERATING SUPPORT
75,000
COLLEGE TRACK
112 LINDEN STREET
OAKLAND
,
CA
94607
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
125,000
PRO PUBLICA INC
156 AVENUE OF THE AMERICAS 13TH
FLOOR
NEW YORK
,
NY
10013
501(C)(3) PUBLIC CHA
GENERAL SUPPORT
500,000
Total
.................................
3b
26,595,000
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
...........
14
4,326
4
Dividends and interest from securities
....
14
7,993,037
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
.....
01
50
8
Gain or (loss) from sales of assets other than
inventory
............
18
17,025,900
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
25,023,313
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
25,023,313
(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