Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
STUPSKI FOUNDATION
 
% LORREE NOVOTNY
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, CA941054551
A Employer identification number

68-0397103
B Telephone number (see instructions)

(415) 655-4400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$405,121,546
J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 129,848,183
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,895,923 1,722,174  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -525,090
b Gross sales price for all assets on line 6a 121,480,482
7 Capital gain net income (from Part IV, line 2)... 12,879,378
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)....... 0 149,218  
12 Total. Add lines 1 through 11........ 131,219,016 14,750,770  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 796,259 485,630   705,019
14 Other employee salaries and wages...... 2,794,243 1,115,912   1,678,331
15 Pension plans, employee benefits....... 778,665 57,869   739,977
16a Legal fees (attach schedule)......... 316,713 0 0 377,744
b Accounting fees (attach schedule)....... 306,412 73,482 0 73,482
c Other professional fees (attach schedule).... 847,694 296,952   392,094
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 252,505 24,884    
19 Depreciation (attach schedule) and depletion... 170,320    
20 Occupancy.............. 520,640 59,295   461,345
21 Travel, conferences, and meetings....... 175,016 6,797   172,569
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,597,896 615,836   3,491,495
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,556,363 2,736,657 0 8,092,056
25 Contributions, gifts, grants paid....... 19,523,656 27,525,826
26 Total expenses and disbursements. Add lines 24 and 25 29,080,019 2,736,657 0 35,617,882
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 102,138,997
b Net investment income (if negative, enter -0-) 12,014,113
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 19,422,602 3,072,737 3,072,737
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   52,157 52,157
10a Investments—U.S. and state government obligations (attach schedule) 37,550,138 Click to see attachment94,824,029 94,824,029
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment44,905,366 44,905,366
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 110,233,221 Click to see attachment127,874,401 127,874,401
14 Land, buildings, and equipment: basis bullet1,216,989
Less: accumulated depreciation (attach schedule) bullet391,779 995,530 825,210 825,210
15 Other assets (describe bullet) Click to see attachment138,345,546 Click to see attachment133,567,646 Click to see attachment133,567,646
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 306,547,037 405,121,546 405,121,546
Liabilities 17 Accounts payable and accrued expenses.......... 1,773,485 1,176,159
18 Grants payable................. 17,568,857 10,300,831
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 19,342,342 11,476,990
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 184,204,324 393,644,556
25 Net assets with donor restrictions............ 103,000,371  
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 287,204,695 393,644,556
30 Total liabilities and net assets/fund balances (see instructions). 306,547,037 405,121,546
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
287,204,695
2
Enter amount from Part I, line 27a .....................
2
102,138,997
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,300,864
4
Add lines 1, 2, and 3 ..........................
4
393,644,556
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
393,644,556
Form 990-PF (2021)
Form 990-PF (2021)
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 2021 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 95,740,260   96,157,366 -417,106
b 21,186,357   12,245,655 8,940,702
c 4,553,865   198,083 4,355,782
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       -417,106
b       8,940,702
c       4,355,782
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 12,879,378
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 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 166,996
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- ..... 5 166,996
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 165,643
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 160,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 325,643
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 158,647
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet158,647 RefundedBullet 11  
Part VI-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? Click to see list of attachments....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 changesClick to see list of attachments....
3
Yes
 
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.Click to see list of attachments
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletHTTP://WWW.STUPSKI.ORG
    14
    The books are in care ofbulletLORREE NOVOTNY Telephone no.bullet (415) 655-4400

    Located atbullet90 NEW MONTGOMERY ST SUITE 1100SAN FRANCISCOCA ZIP+4bullet941054551
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletCJ
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 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.
    bullet20, 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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    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
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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 DECEASED BOARD CHAIR
    10.0
    0 0 0
    90 NEW MONTGOMERY STREET 1100
    SAN FRANCISCO,CA94105
    JAMES G B DEMARTINI III DIRECTOR
    5.0
    0 0 0
    90 NEW MONTGOMERY STREET 1100
    SAN FRANCISCO,CA94105
    KELVIN TAKETA DIRECTOR
    5.0
    0 0 0
    90 NEW MONTGOMERY STREET 1100
    SAN FRANCISCO,CA94105
    TOM LAYTON DIRECTOR
    5.0
    0 0 0
    90 NEW MONTGOMERY STREET 1100
    SAN FRANCISCO,CA94105
    GLEN GALAICH CHIEF EXECUTIVE OFFICER
    40.0
    472,500 62,426 0
    90 NEW MONTGOMERY STREET 1100
    SAN FRANCISCO,CA94105
    JIM WIGGETT Director/Board Chair
    10.0
    0 0 0
    90 NEW MONTGOMERY STREET STE 1100
    SAN FRANCISCO,CA941054551
    MAIDA LYNN DIRECTOR
    5.0
    0 0 0
    90 NEW MONTGOMERY STREET STE 1100
    SAN FRANCISCO,CA941054551
    LORREE NOVOTNY Treasurer/Secretary
    28.0
    168,748 18,308 0
    90 NEW MONTGOMERY STREET STE 1100
    SAN FRANCISCO,CA941054551
    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
    JENNIFER T NGUYEN DIRECTOR
    40.0
    413,627 43,894 0
    90 NEW MONTGOMERY STREET 1100
    SAN FRANCISCO,CA94105
    DANIEL G TUTTLE DIRECTOR
    40.0
    311,642 46,153 0
    90 NEW MONTGOMERY STREET 1100
    SAN FRANCISCO,CA94105
    AILEEN SUZARA PROGRAM DIRECTOR
    32.0
    218,680 32,491 0
    90 NEW MONTGOMERY STREET 1100
    SAN FRANCISCO,CA94105
    ELVIN PADILLA DIRECTOR
    40.0
    217,777 20,885 0
    90 NEW MONTGOMERY STREET 1100
    SAN FRANCISCO,CA94105
    GWYNETH D TRIPP DIRECTOR
    40.0
    205,250 37,310 0
    90 NEW MONTGOMERY STREET 1100
    SAN FRANCISCO,CA94105
    Total number of other employees paid over $50,000...................bullet 10
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 394,662
    2209 9TH AVENUE
    SAN FRANCISCO,CA94116
    PATRICK LEE CONSULTATION 469,789
    452 ULLOA STREET
    SAN FRANCISCO,CA94127
    CMB ADVISORS CONSULTATION 295,076
    221 MAIN STREET 1198
    LOS ALTOS,CA94022
    SPITFIRE CONSULTATION 284,954
    2300 N Street NW Suite 610
    WASHINGTON,DC20037
    MARIA DEL TORO CONSULTATION 234,690
    1410 Parkchester Road 2H
    BRONX,NY10462
    Total number of others receiving over $50,000 for professional services.............bullet13
    Part VIII-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 SEE ATTACHMENT E 424,046
    2  
    3  
    4  
    Part VIII-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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    65,664,829
    b
    Average of monthly cash balances.......................
    1b
    26,960,147
    c
    Fair market value of all other assets (see instructions)................
    1c
    105,627,480
    d
    Total (add lines 1a, b, and c).........................
    1d
    198,252,456
    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
    198,252,456
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,973,787
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    195,278,669
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    9,763,933
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    9,763,933
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    166,996
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    89,435
    c
    Add lines 2a and 2b............................
    2c
    256,431
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,507,502
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    734,144
    5
    Add lines 3 and 4............................
    5
    10,241,646
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    10,241,646
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 10,241,646
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 3,760,783
    b From 2017...... 8,049,537
    c From 2018...... 9,775,704
    d From 2019...... 12,597,593
    e From 2020...... 36,486,066
    f Total of lines 3a through e ........ 70,669,683
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 35,617,882
    a Applied to 2020, 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 2021 distributable amount..... 10,241,646
    e Remaining amount distributed out of corpus 25,376,236
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 96,045,919
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    3,760,783
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    92,285,136
    10 Analysis of line 9:
    a Excess from 2017.... 8,049,537
    b Excess from 2018.... 9,775,704
    c Excess from 2019.... 12,597,593
    d Excess from 2020.... 36,486,066
    e Excess from 2021.... 25,376,236
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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)
    aPaid during the year
    10000 Degrees
    1650 Los Gamos Road Suite 110
    San Rafael,CA94903
    N/A PC To support the strategic growth of innovative College Access and College Success Programming in the San Francisco Unified School District. 300,000
    10000 Degrees
    1650 Los Gamos Road Suite 110
    San Rafael,CA94903
    N/A PC To provide general operating support. 5,000
    10000 Degrees
    1650 Los Gamos Road Suite 110
    San Rafael,CA94903
    N/A PC To provide support in reinvigorating and building college-going cultures through collaborating college centers utilizing a student-centered design through a partnership with the San Francisco Unified School District (SFUSD) and convening key college access 40,000
    3rd Street Youth Center and Clinic
    1728 Bancroft Ave
    San Francisco,CA94124
    N/A PC To provide general operating support. 100,000
    'Aina Ho'okupu O Kilauea
    PO Box 1023
    Kilauea,HI96754
    N/A PC To support the Kilauea Community Agricultural Center (KCAC) growth, organizational capacity building, and programs that uplift community ownership and access to healthy, local, cultural foods. 100,000
    Alameda County Community Food Bank
    7900 Edgewater Drive
    Oakland,CA94612
    N/A PC To provide general operating support. 175,000
    Alameda Health System Foundation
    350 Frank H Ogawa Plaza 900
    Oakland,CA94612
    N/A PC To implement serious illness care programs focused on standing up and financially sustaining new interdisciplinary inpatient palliative care at multiple sites. 535,000
    Alameda Health System Foundation
    350 Frank H Ogawa Plaza 900
    Oakland,CA94612
    N/A PC To support wellness initiatives and activities. 5,000
    Alzheimer's Association
    225 North Michigan Avenue Suite 17
    Chicago,IL60601
    N/A PC To provide general operating support. 10,000
    Amalgamated Charitable Foundation
    1825 K Street Northeast
    Washington,DC20002
    N/A PC To support the Ramaytush Ohlone Fund. 25,000
    Article3org
    1007 General Kennedy Avenue Suite
    San Francisco,CA94129
    N/A POF To sponsor the annual Human Rights Day event. 25,000
    Asian American Futures
    15333 Culver Drive 340-2181
    Irvine,CA92604
    N/A PC To support the Activate AAPI California program. 50,000
    Asian AmericansPacific Islanders in Philanthropy
    300 Frank H Ogawa Plaza Suite 290
    Oakland,CA94612
    N/A PC To provide membership dues. 5,000
    Asian Health Services
    101 8th Street
    Oakland,CA94607
    N/A PC To provide general operating support. 10,000
    Asset Funders Network
    2045 West Grand Avenue Suite B
    Chicago,IL60612
    N/A PC To provide general operating support. 5,000
    Association of Black Foundation Executives
    55 Exchange Place Suite 401
    New York,NY10005
    N/A PC To provide general operating support. 5,000
    At the Crossroads
    167 Jessie Street
    San Francisco,CA94105
    N/A PC To provide general operating support. 25,000
    Bay Area PLAN
    7200 Bancroft Ave Suite 269
    Oakland,CA94605
    N/A PC To bolster existing cash assistance efforts primarily in Alameda County. 81,000
    Borealis Philanthropy
    PO Box 3295
    Minneapolis,MN55403
    N/A PC To support the Emerging LGBTQ Leaders of Color Fund. 50,000
    Braven
    171 N Aberdeen
    Chicago,IL60607
    N/A PC To provide general operating support. 5,000
    California Association of Food Banks
    1624 Franklin St 722
    Oakland,CA94612
    N/A PC To provide general operating support. 200,000
    California Budget & Policy Center
    1107 9th Street Suite 310
    Sacramento,CA95814
    N/A PC To provide general operating support. 100,000
    CalNonprofits
    870 Market Street 985
    SanFrancisco,CA94102
    N/A PC To provide general operating support. 5,000
    Center for Equity and Inclusion
    5757 SW Macadam Avenue
    Portland,OR97239
    N/A NC To establish a two-year Equity Fellowship program to train emerging leaders to facilitate cross-sector diversity, equity, and inclusion transformation work. 376,765
    Centro Latino De San Francisco
    1656 15th St
    San Francisco,CA94103
    N/A PC To provide general operating support. 10,000
    Children Now
    1404 Franklin Street Suite 700
    Oakland,CA94612
    N/A PC To increase organizational capacity to conduct the research, policy development, and advocacy needed to push California to establish a priority focus on child health outcomes. 166,000
    Children Now
    1404 Franklin Street Suite 700
    Oakland,CA94612
    N/A PC To increase organizational capacity to conduct research and advocacy needed to push California to establish a priority focus in issues of higher education, particularly related to COVID. 220,000
    Chinese American Coalition for Compassionate Care
    PO Box 276
    Cupertino,CA95015
    N/A PC To provide general operating support. 10,000
    Chinese Community Health Resource Center
    845 Jackson Street
    San Francisco,CA94133
    N/A PC To provide general operating support. 10,000
    Coalition for Compassionate Care of California
    1331 Garden Hwy 100
    Sacramento,CA95833
    N/A PC To provide general operating support. 10,000
    Coalition for Humane Immigrant Rights
    2533 W 3rd Street Suite 101
    Los Angeles,CA900571096
    N/A PC To support emerging cash support efforts for undocumented students through Dream Resource Centers at postsecondary institutions primarily in the Bay Area. 80,000
    Coalition to Transform Advanced Care
    1299 Pennsylvania Avenue NW Ste 11
    Washington,DC20004
    N/A PC To support serious illness care payment reform efforts. 300,000
    Code for America Labs Inc
    972 Mission Street 5th Floor
    San Francisco,CA94103
    N/A PC To support Code for America's programs to increase college students' GetCalFresh applications and approvals through a statewide outreach campaign, GCF equity research and CBO partnership support, retention support, and digital outreach. 304,000
    Coleman Advocates for Children & Youth
    459 Vienna Street
    San Francisco,CA94112
    N/A PC To support piloting Equity Champions, parent and guardians partnered with youth teams at a Bayview school, to monitor the school's practice of its equity values and youth and families' experience of equity and schooling, in partnership with Young Community. 75,000
    Coleman Advocates for Children & Youth
    459 Vienna Street
    San Francisco,CA94112
    N/A PC To support the fellowship program by the Students Making a Change project. 200,000
    Collaborative Support Services
    720 University Avenue Suite 200
    Los Gatos,CA95032
    N/A PC To support the Commit to Keiki 2022 project. 150,000
    Collective Impact
    PO Box 156853
    San Francisco,CA94115
    N/A PC To support the MegaBlack SF project. 50,000
    Comfort Homesake Inc
    6955 Foothill Blvd
    Oakland,CA94605
    N/A PC To provide general operating support. 10,000
    Common Cause Education Fund
    805 15th Street NW Suite 800
    Washington,DC20005
    N/A PC To provide general operating support. 75,000
    Community Financial Resources
    4100 Redwood Rd Ste 20a 433
    Oakland,CA94619
    N/A PC To provide emergency cash assistance to undocumented students as a form of incentive for legal intake services in partnership with the Immigrants Rising project of Community Initiatives. 62,256
    Community Initiatives
    1000 Broadway Suite 480
    Oakland,CA94607
    N/A PC To support the Bay Area Early Childhood Funders project. 5,000
    Community Initiatives
    1000 Broadway Suite 480
    Oakland,CA94607
    N/A PC To support the Black Funders Network of the Bay Area project. 5,000
    Community Initiatives
    1000 Broadway Suite 480
    Oakland,CA94607
    N/A PC To support the Immigrants Rising project to provide emergency cash assistance to undocumented students in partnership with Community Financial Resources as a form of incentive for legal intake services. 17,744
    Community Youth Center of San Francisco
    1038 Post St
    San Francisco,CA94109
    N/A PC To support the API council project. 5,000
    Compassion & Choices
    POBox 101810
    Denver,CO80250
    N/A PC To support organizing work in California. 150,000
    Compassion & Choices
    POBox 101810
    Denver,CO80250
    N/A PC To support organizing work in Hawai'i 500,000
    CompassPoint
    500 12th Street Suite 320
    Oakland,CA94607
    N/A PC To provide general operating support. 5,000
    Coop Careers
    1177 6th Avenue
    New York,NY10036
    N/A PC To support scaling the organization's 16-week flagship program to serve 40% more graduates year-over-year. 400,000
    Council for Native Hawaiian Advancement
    91-1270 Kinoiki Street Building 1
    Kapolei,HI96707
    N/A PC To provide general operating support. 25,000
    Daybreak Adult Care Centers
    510 17th Street Suite 200
    Oakland,CA94612
    N/A PC To support the implementation and development of the Co-op Adult Day Community Pilot Program with The Institute on Aging. 183,500
    DevMission
    360 Valencia Street
    San Francisco,CA94103
    N/A PC To support the Community Technology Association program serving low-income and affordable housing communities. 500,000
    DevMission
    360 Valencia Street
    San Francisco,CA94103
    N/A PC To sponsor the Dev/Mission 2021 Youth Benefit. 5,000
    Domestic Violence Action Center
    PO Box 3198
    Honolulu,HI96801
    N/A PC To provide general operating support. 50,000
    Dream Corps
    436 14th Street
    Oakland,CA94612
    N/A PC To support the job training program and develop a direct pipeline into tech jobs for underrepresented talent. 400,000
    East Bay Community Foundation
    200 Frank H Ogawa Plaza
    Oakland,CA94612
    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,CA94612
    N/A PC To provide general operating support and to support marketing and communications for the ASCEND-BLO project. 500,000
    Eat Learn Play Foundation
    985 3rd St Unit C
    Oakland,CA94607
    N/A PC To support the Eat Learn Play Bus program. 500,000
    Ecological Farming Association
    2901 Park Avenue Suite D-2
    Soquel,CA95073
    N/A PC To sponsor the 2022 Ecofarm conference. 10,000
    EdSource Inc
    436 14th Street Suite 310
    Oakland,CA94612
    N/A PC To provide general operating support. 5,000
    EdSource Inc
    436 14th Street Suite 310
    Oakland,CA94612
    N/A PC To generate high-quality and high-impact journalism intended to contribute to systems change, college completion, and/or reform efforts in California postsecondary education. 150,000
    Educational Results Partnership
    2300 N ST Suite 3
    Sacramento,CA958165757
    N/A PC To support the initial build out of a data platform prototype that will centralize postsecondary, wage, and career data as part of the UniteSF initiative. 50,000
    EPIC 'Ohana Inc
    1130 N Nimtz Hwy C210
    Honolulu,HI96817
    N/A PC To provide general operating support. 50,000
    Esq Apprentice
    PO Box 24152
    Oakland,CA94623
    N/A PC To support organizational capacity building for the apprenticeship program. 250,000
    Evolve CA Education Fund Inc
    1385 Mission St Ste 300
    San Francisco,CA94103
    N/A PC To provide general operating support. 155,000
    Faith in Action Network
    171 Santa Rosa Avenue
    Oakland,CA94610
    N/A PC To support wellness initiatives and activities 5,000
    Family Caregiver Alliance
    235 Montgomery Street Suite 930
    San Francisco,CA941043002
    N/A PC To provide general operating support. 10,000
    Family Resource Center
    PO Box 5006
    Fremont,CA94537
    N/A PC To support the City of Fremont. 10,000
    Filipino Advocates for Justice
    310 8th St 309
    Oakland,CA94607
    N/A PC To provide general operating support. 75,000
    Funders for LGBTQ Issues
    45 West 36th Street 8th Floor
    New York,NY10018
    N/A PC To provide general operating support. 5,000
    GLIDE Foundation
    330 Ellis Street
    San Francisco,CA94102
    N/A PC To provide general operating support. 10,000
    Grantmakers Concerned with Immigrants and Refugees
    PO Box 1100
    Sebastopol,CA95473
    N/A PC To provide general operating support. 5,000
    Grantmakers for Effective Organizations
    1310 L Street Northwest Suite 650
    Washington,DC20005
    N/A PC To provide membership dues. 14,000
    Grantmakers In Aging
    2001 Jefferson Davis Highway Suite
    Arlington,VA22202
    N/A PC To support the Serious Illness and End-of-Life Care Collaborative. 30,000
    Grantmakers in Health
    1100 Connecticut Avenue NW Suite 1
    Washington,DC20036
    N/A PC To support activities to encourage more funders to support serious illness and end-of-life care. 10,000
    Hawai'i Appleseed Center for Law and Economic Just
    733 Bishop Street Ste 1180
    Honolulu,HI96813
    N/A PC To support HI Appleseed's work to develop a food-as-medicine strategy for the state of Hawai'i, with the goal of obtaining long-term coverage for medically supportive food and nutrition under HI Medicaid. 25,000
    Hawai'i Community Foundation
    827 Fort Street Mall
    Honolulu,HI96813
    N/A PC To support the COFA Medicaid enrollment efforts of The Fund for Health Equity. 100,000
    Hawai'i Community Foundation
    827 Fort Street Mall
    Honolulu,HI96813
    N/A PC To provide general operating support. 1,000,000
    Hawai'i Community Foundation
    827 Fort Street Mall
    Honolulu,HI96813
    N/A PC To support membership for the Hawai'i Workforce Funders Collaborative (HWFC). 25,000
    Hawai'i Community Foundation
    827 Fort Street Mall
    Honolulu,HI96813
    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,HI96813
    N/A PC To support the development of disaster preparedness and organizational capacity efforts of the Hawaii Nonprofit Disaster Resilience Cohort. 15,000
    Hawai'i Foodbank Inc
    2611 Kilihau Street
    Honolulu,HI96819
    N/A PC To support strategic planning processes focused on disaster preparedness and resilience planning. 75,000
    Hawaii Public Health Institute
    850 Richards St Ste 201
    Honolulu,HI96813
    N/A PC To support Kupuna Food Security Coalition's work to strengthen Community-Based Food Systems and Support Aging in Place Among Kupuna. 250,000
    Hawai'i Public Television Foundation
    PO Box 29606
    Honolulu,HI968202006
    N/A PC To support the Hiki No program. 250,000
    Healthy Mothers Healthy Babies Coalition of Hawaii
    245 N Kukui Street 102a
    Honolulu,HI96817
    N/A PC To provide general operating support. 25,000
    Hispanics in Philanthropy
    414 13th Street 200
    Oakland,CA94612
    N/A PC To provide membership dues. 5,000
    Ho'okua'aina
    916 Auloa Road
    Kailua,HI96734
    N/A PC To provide general operating support. 50,000
    Hui Malama i ke Ala Ulili
    PO Box 6
    Paauilo,HI96776
    N/A PC To support the development of two integrated plans for agroforestry, community food production, a land regeneration plan, and a mission aligned business plan. 72,000
    Immigrant Legal Defense
    1322 Webster Street Suite 300
    Oakland,CA94612
    N/A PC To provide emergency cash assistance to undocumented students in partnership with California State Universities (CSUs) and FII-National. 12,000
    Jewish Vocational Services
    225 Bush Street Suite 400
    San Francisco,CA94104
    N/A PC To provide general operating support. 5,000
    Justice Funders
    1310 L St NW Suite 650
    Washington,DC20005
    N/A PC To provide membership dues. 15,000
    Justice Funders
    436 14th St Ste 700
    Oakland,CA94612
    N/A PC To provide general operating support. 50,000
    Kahua Paa Mua Inc
    PO Box 896
    Kapaau,HI96755
    N/A PC To support an initiative in engaging young folks primarily from the Kohala region of the Big Island, which will survey and interview students in Hawai'i about their experiences amid COVID-19. 9,000
    Kahua Paa Mua Inc
    PO Box 896
    Kapaau,HI96755
    N/A PC To support the growth of local foods, community resiliency, intergenerational education, and healthy local food access. 70,000
    Kaiser Foundation Health Plan of Washington
    1 Kaiser Plaza Ste 151
    Oakland,CA94612
    N/A PC To partner with The Primary School - East Palo Alto?s project The Primary School to evaluate the effectiveness of The Primary School Bay Area project's expanded parent coaching program. 45,000
    Kaiser Foundation Hospitals
    2701 NW Vaughn St Ste 490
    Portland,OR97210
    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
    KAKO'O OIWI
    46-005 Kawa St Ste 104
    Kaneohe,HI96744
    N/A PC To provide general operating support. 60,000
    Kokua Kalihi Valley Comprehensive Family Services
    2239 N School St
    Honolulu,HI96819
    N/A PC To provide general operating support. 5,000
    La Cocina
    2948 Folsom Street
    San Francisco,CA94110
    N/A PC To provide general operating support. 75,000
    LeadersUp
    830 Traction Avenue 3A Hub
    Los Angeles,CA90013
    N/A PC To provide general operating support. 5,000
    LifeLong Medical Care
    2344 Sixth Street
    Berkeley,CA94710
    N/A PC To provide general operating support. 10,000
    Living Jazz
    1728 San Pablo Avenue
    Oakland,CA94612
    N/A PC To provide general operating support. 50,000
    Mandela Partners
    1364 7th Street c/o Dana Harvey
    Oakland,CA94607
    N/A PC To provide general operating support. 45,000
    MarketSkills Inc
    3105 San Pablo Ave
    Oakland,CA94608
    N/A PC To support the Community Foods project. 100,000
    Meals on Wheels of Alameda County (MOWAC)
    1721 Broadway
    Oakland,CA94612
    N/A PC To support the Senior Services Coalition of Alameda County project. 10,000
    Meals on Wheels of Alameda County (MOWAC)
    1721 Broadway
    Oakland,CA94612
    N/A PC To support the Senior Services Coaliton of Alameda County project's Readying CBOs for CalAIM and No Wrong Door in Alameda County initiative. 163,500
    Mercy Housing California
    1256 Market Street
    San Francisco,CA94102
    N/A PC To provide general operating support. 5,000
    Mission Neighborhood Centers Inc
    362 Capp Street
    San Francisco,CA94110
    N/A PC To provide general operating support. 10,000
    National Center for Family Philanthropy
    1667 K Street Northwest 550
    Washington,DC20006
    N/A PC To provide general operating support. 5,000
    National Committee on Responsive Philanthropy
    1900 L Street Nw 825
    Washington,DC20036
    N/A PC To provide general operating support. 25,000
    National Committee on Responsive Philanthropy
    1900 L Street Nw 825
    Washington,DC20036
    N/A PC To provide membership dues. 15,000
    Native American Health Center
    2920 International Boulevard 2nd F
    Oakland,CA94601
    N/A PC To provide general operating support. 75,000
    Native Americans in Philanthropy
    1140 3rd Street Northeast 2nd Floo
    Washington,DC20002
    N/A PC To provide general operating support. 5,000
    Neighborhood Funders Group
    436 14th Street Suite 425
    Oakland,CA94612
    N/A PC To provide general operating support. 5,000
    New Breath Foundation
    1999 Harrison Street
    Oakland,CA94612
    N/A PC To provide general operating support. 100,000
    New Venture Fund
    1201 Connecticut Avenue NW Suite 3
    Washington,DC20036
    N/A PC To support the California Children's Trust project. 100,000
    Nonprofit Finance Fund
    5 Hanover Square 9th Floor
    New York,NY10004
    N/A PC To support and strengthen local BIPOC-led nonprofit organizations that are providing critical services in communities of color who have been disproportionately affected by the COVID pandemic. 250,000
    North East Medical Services (NEMS)
    2171 Junipero Serra Boulevard
    Daly City,CA94014
    N/A PC To provide general operating support. 10,000
    Northern California Grantmakers
    160 Spear Street Suite 360
    San Francisco,CA94105
    N/A PC To provide general operating support. 150,000
    Northern California Grantmakers
    160 Spear Street Suite 360
    San Francisco,CA94105
    N/A PC To provide membership dues. 17,500
    Northern California Grantmakers
    160 Spear Street Suite 360
    San Francisco,CA94105
    N/A PC To support Phase 2 of the Youth Power Fund project. 200,000
    Nourish California
    1970 Broadway Suite 760
    Oakland,CA94612
    N/A PC To engage and mobilize local communities in driving policy and advocacy efforts. 7,500
    Nourish California
    1970 Broadway Suite 760
    Oakland,CA94612
    N/A PC To provide general operating support. 75,000
    O Maku'u ke Kahua Community Center
    15-2131 Pahoa-Keaau Hwy
    Pahoa,HI96778
    N/A PC To support an initiative in engaging young folks primarily from the district of Puna, which will survey and interview students in Hawai'i about their experiences amid COVID-19. 15,000
    Oakland Kids First
    3700 E 12th Street Suite 3
    Oakland,CA94601
    N/A PC To provide general operating support. 5,000
    Oakland Promise
    300 Frank H Ogawa Plaza Suite 430
    Oakland,CA94612
    N/A PC To support wellness initiatives and activities. 5,000
    Oakland Public Education Fund
    PO Box 71005
    Oakland,CA94612
    N/A PC To support Youth Beat's launch of a media careers apprenticeship program focusing on low-income, Black, Indigenous, People of Color young adults in Oakland. 250,000
    Oakland Unified School District
    1000 Broadway Ste 450
    Oakland,CA94607
    N/A GOV To support community-based organization coordination and advising professional development within the Oakland Unified School District. 250,000
    Oakland Unified School District
    1000 Broadway Ste 450
    Oakland,CA94607
    N/A GOV To support efforts to achieve a higher rate of students graduating with postsecondary plans, OUSD will stipend individual(s) and community-based organizations to update site-based post-secondary outcome trackers. 20,000
    On Lok Day Services
    1333 Bush St
    San Francisco,CA94109
    N/A PC To provide general operating support. 20,000
    Open Door Legal
    4634 3rd St
    San Francisco,CA94124
    N/A PC To provide general operating support. 10,000
    Open Medicine Foundation
    29302 Laro Drive
    Agoura Hills,CA91301
    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,CA91301
    N/A PC To provide general operating support. 1,000,000
    PEAK Grantmaking
    1701 Pennsylvania Avenue Northwest
    Washington DC,DC20006
    N/A PC To provide general operating support. 50,000
    Planting Justice
    319 105th Avenue
    Oakland,CA94603
    N/A PC To support the renovation of Planting Justice's newly acquired plant nursery and community food enterprise space in deep East Oakland. 250,000
    Plymouth United Church of Christ
    204 E Lockwood Ave
    Saint Louis,MO63119
    N/A PC To provide general operating support. 10,000
    PolicyLink
    1438 Webster Street Suite 303
    Oakland,CA94612
    N/A PC To support the Convergence Partnership fund project. 50,000
    Power California
    530 South Boyle Avenue
    Los Angeles,CA90033
    N/A PC To provide general operating support. 55,000
    Promedica Foundation
    444 N Summit St
    Toledo,OH43604
    N/A PC To support the Manor Care - Hospice Services project. 10,000
    Public Health Institute
    555 12 Street Suite 290
    Oakland,CA94607
    N/A PC To support the long-term sustainability of the Alameda County Care Alliance project. 150,000
    Public Health Institute
    555 12 Street Suite 290
    Oakland,CA94607
    N/A PC To support the Alameda County Care Alliance Project. 20,000
    Race Forward
    145 East 57th Street 4th Floor
    New York,NY10022
    N/A PC To provide general operating support. 25,000
    Rafiki Coalition for Health and Wellness
    601 Cesar Chavez
    San Francisco,CA94124
    N/A PC To provide general operating support. 10,000
    Rafiki Coalition for Health and Wellness
    601 Cesar Chavez
    San Francisco,CA94124
    N/A PC To support the Pregnancy Pop-Up Village and related maternal healthcare services in San Francisco's Bayview neighborhood. 150,000
    Residential Youth Services & Empowerment
    42-470 Kalanianaole Highway
    Kailua,HI96734
    N/A PC To support emergency cash assistance to unhoused youth ages 18-24 in Hawai'i. 25,000
    Richmond Community Foundation
    1014 Florida Avenue Ste 200
    Richmond,CA94804
    N/A PC To support the Community Leadership Institute project. 45,000
    Roots Community Health Center
    9925 International Boulevard
    Oakland,CA94603
    N/A PC To support the project, the Mothers-for-Mothers Postpartum Justice Project. 30,000
    Roots Community Health Center
    9925 International Boulevard
    Oakland,CA94603
    N/A PC To provide general operating support. 120,000
    Rose Foundation for Communities and the Environmen
    201 4th Street Suite 102
    Oakland,CA94607
    N/A PC To support the New Voices are Rising program. 10,000
    Safe & Sound
    1757 Waller Street
    San Francisco,CA94117
    N/A PC To provide general operating support. 10,000
    Safe Time Home Sharing Inc
    18 Sunset Drive
    Kensington,CA94707
    N/A PC To support emerging cash support efforts for undocumented/mixed-status and low-income families and students in Oakland via Safe Time in partnership with East Oakland DREAMers project of the Tides Foundation. 80,000
    Saint Francis Foundation
    900 Hyde St 1208
    San Francisco,CA94109
    N/A PC To support the Dignity Health palliative care project. 10,000
    San Francisco Achievers
    275 5th Street 3rd Floor
    San Francisco,CA94103
    N/A PC To provide general operating support. 25,000
    San Francisco Foundation
    One Embarcadero Center Suite 1400
    San Francisco,CA94111
    N/A PC To support membership in the ReWork the Bay Area for 2021 to 2022. 150,000
    San Francisco State University
    1600 Holloway Avenue
    San Francisco,CA94132
    N/A GOV To support the development and implementation of predictive analytics and proactive advising. 1,690,333
    San Francisco State University
    1600 Holloway Avenue
    San Francisco,CA94132
    N/A GOV To support belonging and persistence programming among second-year students in the Metro Program. 122,000
    San Francisco State University
    1600 Holloway Avenue
    San Francisco,CA94132
    N/A GOV To support SOUL Lab to provide culturally and community responsive methodologies and technical assistance that strengthen a community's capacity to use data to mobilize action on local priorities. 200,000
    San Leandro Unified School District
    835 East 14th Street Suite 200
    San Leandro,CA94577
    N/A GOV To support infrastructure costs for the district to build a new walk-in refrigerator which will allow the district to purchase directly from manufacturers, purchase higher quality products, and generate more scratch-cooked meals. 75,000
    Self-Help for the Elderly
    731 Sansome Street Suite 100
    San Francisco,CA94111
    N/A PC To provide general operating support. 30,000
    SF Black Wall Street Foundation
    744 Innes Avenue
    San Francisco,CA94124
    N/A PC To provide general operating support. 10,000
    Share Our Strength
    1030 15th StNW Suite 1100 W
    Washington,DC20005
    N/A PC To support the expansion of the evidence-based Breakfast After the Bell program in San Francisco and Oakland. 250,000
    Share Our Strength
    1030 15th StNW Suite 1100 W
    Washington,DC20005
    N/A PC To support No Kid Hungry's Monday Fund - Hawai'i: SNAP Innovation Project. 240,000
    Silicon Valley Community Foundation
    2440 West El Camino Real Suite 300
    Mountain View,CA940401498
    N/A PC To support the California Black Freedom Fund project. 250,000
    Sogorea Te' Land Trust
    2501 Harrison Street
    Oakland,CA94612
    N/A PC To provide general operating support. 25,000
    Solidaire Network
    1330 Broadway 3rd Floor
    Oakland,CA94612
    N/A PC To provide general operating support. 50,000
    Spark SF Public Schools
    135 Van Ness Avenue Room 119
    San Francisco,CA94102
    N/A PC To support community-based organization coordination and advising professional development within the San Francisco Unified School District. 250,000
    Spark SF Public Schools
    135 Van Ness Avenue Room 119
    San Francisco,CA94102
    N/A PC To support hardware and software upgrades to the district's Student Nutrition Services platform to provide more effective ways to access data for analysis, reporting, and data-driven decision making. 200,000
    Stanford University
    326 Galvez Street
    Stanford,CA94305
    N/A PC To continue to evaluate the implementation and effectiveness of health system-led serious illness care programming funded by the Stupski Foundation, informing future grantmaking strategy. 278,428
    Stanford University School of Medicine
    291 Campus Drive Li Ka Shing Buildi
    Stanford,CA943055101
    N/A PC To explore, investigate, and examine perceptions of school readiness and parent self-confidence promoting school readiness during the COVID-19 pandemic. 45,000
    Street Level Health Project
    3125 E 15th Street
    Oakland,CA94601
    N/A PC To provide general operating support. 10,000
    Sustainable Economies Law Center
    1428 Franklin Street
    Oakland,CA94612
    N/A PC To support the Repaired Nations project's pipeline into cooperative jobs for under-represented talent program. 225,000
    Sutter Bay Medical Foundation
    795 El Camino Real
    Palo Alto,CA94301
    N/A PC To implement serious illness care programs extending home-based palliative care coverage in Alameda county. 1,595,000
    The Education Trust
    1501 K Street Northwest Suite 200
    Washington,DC20005
    N/A PC To provide general operating support. 5,000
    The Kohala Center
    PO Box 437462
    Kamuela,HI96743
    N/A PC To support the Full Calabash Fund. 250,000
    The Kohala Center
    PO Box 437462
    Kamuela,HI96743
    N/A PC To support customer outreach and marketing, and the acceleration of SNAP-EBT and Double Up Food Bucks (DABUX) capacity, research, and delivery. 55,000
    The Primary School-East Palo Alto
    340 Palladio Parkway Ste 540
    Folsom,CA95630
    N/A PC To support The Primary School project's evaluation project of The Primary School Bay Area project's expanded parent coaching program in partnership with Kaiser Foundation Health Plan of Washington. 30,000
    The Regents of the UC Berkeley
    2195 Hearst Ave Rm 120
    Berkeley,CA94720
    N/A PC To support the Center for Educational Partnerships to support the strategic growth of innovative college access and college success programming within the Oakland Unified School District. 283,000
    The Regents of the University of California SF
    1111 Frankin Street
    Oakland,CA94607
    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
    The Regents of the University of California SF
    1111 Frankin Street
    Oakland,CA94607
    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. 315,000
    The Unity Council
    1900 Fruitvale Ave Ste 2A Suite 2A
    Oakland,CA94601
    N/A PC To provide general operating support. 10,000
    The Unity Council
    1900 Fruitvale Ave Ste 2A Suite 2A
    Oakland,CA94601
    N/A PC To support organizational wellness practices. 5,000
    The Women's Foundation of California
    300 Frank H Ogawa Plaza Suite 420
    Oakland,CA94612
    N/A PC To contribute to the Community Power Fund. 25,000
    Thriving in Place
    832 Folsom St Fl 9
    San Francisco,CA94107
    N/A PC To support the Palliative Care Working Group project's Learning Journeys within the Latinx community, Chinese community, and the racially diverse neighborhoods of the Western Addition and Bayview to learn about the availability of current family caregiver 64,000
    Thriving in Place
    832 Folsom St Fl 9
    San Francisco,CA94107
    N/A PC To provide general operating support. 10,000
    Tides Center
    1012 Torney Avenue
    San Francisco,CA94129
    N/A PC To provide membership dues for the Emerging Practitioners in Philanthropy project. 7,500
    Tides Center
    1012 Torney Avenue
    San Francisco,CA94129
    N/A PC To support the Philanthropic Initiative for Racial Equity project. 10,000
    Tides Center
    1012 Torney Avenue
    San Francisco,CA94129
    N/A PC To support the PODER project. 75,000
    Tides Foundation
    PO Box 29903
    San Francisco,CA94129
    N/A PC To support the California Dignity for Families Fund project. 50,000
    Tides Foundation
    PO Box 29903
    San Francisco,CA94129
    N/A PC To support the Movement Voter Fund. 150,000
    uAspire
    31 Milk Street Suite 900
    Boston,MA02109
    N/A PC To expand CBO-led 12th grade, summer, and postsecondary college affordability student advising to targeted Oakland and San Francisco unified school district schools, and to train counselors and other school site staff on specific college affordability con 400,000
    uAspire
    31 Milk Street Suite 900
    Boston,MA02109
    N/A PC To provide general operating support. 5,000
    uAspire
    31 Milk Street Suite 900
    Boston,MA02109
    N/A PC To support a financial capacity-building project. 7,500
    uAspire
    31 Milk Street Suite 900
    Boston,MA02109
    N/A PC To support engagement of community-based organizations and district partners through a financial aid survey and research, learning, and evaluation project. 20,000
    UC Hastings Foundation
    200 McAllister Street
    San Francisco,CA94102
    N/A PC To support 3-5 colleges/universities in San Francisco, Alameda and/or Hawaii with implementing policies and practices to eliminate barriers to pregnant and parenting students' graduation. 200,000
    UCSF Benioff Children's Hospitals Foundation
    2201 Broadway Suite 600
    Oakland,CA946123017
    N/A PC To support the Ready! Resilient! Rising! Project in Alameda County. 527,500
    University of California Berkeley Foundation
    1995 University Avenue Ste 401
    Berkeley,CA94704
    N/A PC To support the Center for Educational Partnerships. 5,000
    University of California Berkeley Foundation
    1995 Univeristy Ave Suite 401
    Berkeley,CA94704
    N/A PC To provide additional graduation and scholarships support for financial aid application completion, matriculation, and graduation through a partnership with the Oakland Unified School District. 20,000
    University of California San Francisco Foundation
    PO Box 45339
    San Francisco,CA94145
    N/A PC To support the Ready! Resilient! Rising! Projects in San Francisco and Alameda counties. 680,000
    University of Hawai'i Foundation
    PO Box 11270
    Honolulu,HI96828
    N/A PC To support the collaboration between Hawai'i P-20 Partnerships for Education and the University of Hawai'i Community Colleges to increase Hawai'i's public high school graduates' college-going rate. 1,000,000
    University of Hawai'i Foundation
    PO Box 11270
    Honolulu,HI96828
    N/A PC To support the collaboration between Hawai'i P-20 Partnerships for Education and the University of Hawai'i Community Colleges to increase Hawai'i's public high school graduates' college-going rate. 8,000
    UpTogether (formerly FII-National)
    PO Box 71363
    Oakland,CA94612
    N/A PC To provide emergency cash assistance to undocumented students in partnership with California State Universities (CSUs) and Immigrant Legal Defense. 68,000
    Urban Ed Academy
    1485 Bayshore Boulevard
    San Francisco,CA94124
    N/A PC To support the Man the Bay (MTB) workforce development fellowship program. 300,000
    Urban Ed Academy
    1485 Bayshore Boulevard
    San Francisco,CA94124
    N/A PC To sponsor the 2021 Urban Ed Academy Gala. 5,000
    Vietnamese American Community Center of the E Bay
    655 International Boulevard
    Oakland,CA94606
    N/A PC To provide general operating support. 10,000
    Visin y Compromiso
    1000 Alameda St Suite 300
    Los Angeles,CA90012
    N/A PC To provide general operating support. 20,000
    Wai-anae Community Re-Development Corporation
    P O Box 441
    Waianae,HI967920441
    N/A PC To support wellness initiatives and activities. 5,000
    Wai-anae Community Re-Development Corporation
    P O Box 441
    Waianae,HI967920441
    N/A PC To support MA'O's O Ka Leo O Ka Manu: The Voices of Youth initiative, which will survey and interview students in Hawai'i about their experiences amid COVID-19. 10,000
    Washington Hospital Healthcare Foundation
    2000 Mowry Avenue
    Fremont,CA94538
    N/A PC To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service. 166,666
    Western Center on Law & Poverty
    3701 Wilshire Blvd Ste 208
    Los Angelea,CA90010
    N/A PC To provide general operating support. 250,000
    Westside Community Services
    1153 Oak Street
    San Francisco,CA94117
    N/A PC To provide general operating support. 100,000
    Women Helping Women
    1935 Main St Ste 202
    Wailuku,HI96793
    N/A PC To provide general operating support and cash assistance for women with children. 25,000
    Women's Funding Network
    57 Post Street Suite 801
    San Francisco,CA94104
    N/A PC To provide general operating support. 5,000
    Young Community Developers
    1715 Yosemite Avenue
    San Francisco,CA94124
    N/A PC To support developing elementary level Personalized Success Plans, integrating them into Bayview schools, and partnering/bridging with Coleman Advocates with the work Equity Champions will take up. 75,000
    Youth Uprising
    8711 MacArthur Boulevard
    Oakland,CA94605
    N/A PC To provide general operating support. 100,000
    Zen Caregiving Project
    273 Page St
    San Francisco,CA94102
    N/A PC To provide additional support for a trial and evaluation of an online Mindful Caregiver Education (MCE) program targeting around 210 participants. 9,800
    Zen Caregiving Project
    273 Page St
    San Francisco,CA94102
    N/A PC To provide general operating support. 5,000
    Total .................................bullet 3a 27,525,826
    bApproved for future payment
    10000 Degrees
    1650 Los Gamos Road Suite 110
    San Rafael,CA94903
    N/A PC To support the strategic growth of innovative College Access and College Success Programming in the San Francisco Unified School District. 300,000
    Public Health Institute
    555 12th Street 10th Floor
    Oakland,CA94607
    N/A PC To support the long-term sustainability of the Alameda County Care Alliance project. 375,000
    California Association of Food Banks
    1624 Franklin St 722
    Oakland,CA94612
    N/A PC To provide general operating support. 200,000
    California State University East Bay Foundation
    25800 Carlos Bee Blvd Cashiers Off
    HAYWARD,CA94542
    N/A PC To support the development and implementation of predictive analytics and proactive advising. 1,333,334
    The Regents of the UC Berkeley
    2195 Hearst Ave Rm 120
    Berkeley,CA94720
    N/A PC To support the Center for Educational Partnerships to support the strategic growth of innovative college access and college success programming within the Oakland Unified School District. 283,000
    Center for Equity and Inclusion
    5757 SW Macadam Avenue
    Portland,OR97239
    N/A NC To establish a two-year Equity Fellowship program to train emerging leaders to facilitate cross-sector diversity, equity, and inclusion transformation work. 123,235
    Children Now
    1404 Franklin Street Suite 700
    Oakland,CA94612
    N/A PC To increase organizational capacity to conduct the research, policy development, and advocacy needed to push California to establish a priority focus on child health outcomes. 166,000
    Chinese Hospital Association
    845 Jackson Street
    San Francisco,CA94133
    N/A PC To implement serious illness care programs focused on standing up and financially sustaining a new outpatient palliative care service. 200,000
    Daybreak Adult Care Centers
    510 17th Street Suite 200
    Oakland,CA94612
    N/A PC To support the implementation and development of the Co-op Adult Day Community Pilot Program with The Institute on Aging. 183,500
    East Bay Community Foundation
    200 Frank H Ogawa Plaza
    Oakland,CA94612
    N/A PC To support the capacity building efforts of Black-led organizations in the Bay Area through the ASCEND-BLO initiative. 450,000
    Hawai'i Community Foundation
    827 Fort Street Mall
    Honolulu,HI96813
    N/A PC To support the COFA Medicaid enrollment efforts of The Fund for Health Equity. 100,000
    University of Hawai'i Foundation
    PO Box 11270
    Honolulu,HI96628
    N/A PC To support the collaboration between Hawai'i P-20 Partnerships for Education and the University of Hawai'i Community Colleges to increase Hawai'i's public high school graduates' college-going rate. 1,000,000
    Jeweld Legacy Group
    1714 Franklin St 100
    Oakland,CA94607
    N/A NC To combat COVID-19 spread among communities of color in Alameda County by ensuring CBOs of all sizes are able to respond effectively to Alameda County Department of Public Health RFP for contact tracing and case investigation service provision. 50,000
    Oakland Unified School District
    1000 Broadway Ste 450
    Oakland,CA94607
    N/A GOV To support community-based organization coordination and advising professional development within the Oakland Unified School District. 250,000
    San Francisco Jazz Organization
    201 Franklin Street
    San Francisco,CA94102
    N/A PC To support the school education program infrastructure and programming to meet the shifting needs of Oakland Unified School District and San Francisco Unified School District distance learning and support long-term sustainability of the program. 1,500,000
    San Francisco State University
    1600 Holloway Avenue
    San Francisco,CA94132
    N/A GOV To support the development and implementation of predictive analytics and proactive advising. 1,137,333
    Meals on Wheels of Alameda County (MOWAC)
    1721 Broadway
    Oakland,CA94612
    N/A PC To support the Senior Services Coaliton of Alameda County project's Readying CBOs for CalAIM and No Wrong Door in Alameda County initiative. 163,500
    Share Our Strength
    1030 15th StNW Suite 1100 W
    Washington,DC20005
    N/A PC To support the expansion of the evidence-based Breakfast After the Bell program in San Francisco and Oakland. 500,000
    Spark SF Public Schools
    135 Van Ness Avenue Room 119
    San Francisco,CA94102
    N/A PC To support community-based organization coordination and advising professional development within the San Francisco Unified School District. 250,000
    Stanford University
    326 Galvez Street
    Stanford,CA94305
    N/A PC To continue to evaluate the implementation and effectiveness of health system-led serious illness care programming funded by the Stupski Foundation, informing future grantmaking strategy. 278,429
    UCSF Benioff Children's Hospitals Foundation
    2201 Broadway Suite 600
    Oakland,CA946123017
    N/A PC To support the Ready! Resilient! Rising! Project in Alameda County. 527,500
    University of California San Francisco Foundation
    PO Box 45339
    San Francisco,CA94145
    N/A PC To support the Ready! Resilient! Rising! Projects in San Francisco and Alameda counties. 680,000
    Western Center on Law & Poverty
    3701 Wilshire Blvd Ste 208
    Los Angelea,CA90010
    N/A PC To provide general operating support. 250,000
    Total .................................bullet 3b 10,300,831
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 280,422 18 -1,538,386  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INVESTMENT INCOME
    523000 732,874      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 1,013,296 357,537  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,370,833
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    STUPSKI FOUNDATION
     
    Employer identification number

    68-0397103
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    STUPSKI FOUNDATION
     
    Employer identification number
    68-0397103
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    LAWRENCE J STUPSKI 2000-1 CRT
    90 NEW MONTGOMERY STREET SUITE 110
     
    SAN FRANCISCO, CA94105

    $ 1,849,728


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    LAWRENCE J STUPSKI 2000-1 CRT
    90 NEW MONTGOMERY STREET SUITE 110
     
    SAN FRANCISCO, CA94105

    $ 4,042,605


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    JOYCE L STUPSKI MARITAL TRUST
    90 NEW MONTGOMERY STREET SUITE 110
     
    SAN FRANCISCO, CA94105

    $ 221,943


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    JOYCE L STUPSKI MARITAL TRUST
    90 NEW MONTGOMERY STREET SUITE 110
     
    SAN FRANCISCO, CA94105

    $ 53,339,879


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    JOYCE L STUPSKI REVOCABLE TRUST
    90 NEW MONTGOMERY STREET SUITE 110
     
    SAN FRANCISCO, CA94105

    $ 117,131


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    JOYCE L STUPSKI REVOCABLE TRUST
    90 NEW MONTGOMERY STREET SUITE 110
     
    SAN FRANCISCO, CA94105

    $ 70,276,897


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    STUPSKI FOUNDATION
     
    Employer identification number

    68-0397103
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    SEE ATTACHMENT F $ 4,042,605 2021-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    SEE ATTACHMENT G $ 53,339,879 2021-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    6
    SEE ATTACHMENT H $ 70,276,897 2021-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    STUPSKI FOUNDATION
     
    Employer identification number

    68-0397103
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 222,008 31,280   31,280
    AUDIT FEES 84,404 42,202   42,202

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Name of Stock End of Year Book Value End of Year Fair Market Value
    885 SH ABBOTT LABS 124,551 124,551
    942 SH ACCENTURE PLC IRELAND 390,502 390,502
    818 SH ACTIVISION BLIZZARD INC 54,422 54,422
    266 SH ADIENT PLC 12,736 12,736
    433 SH ADOBE INC 245,537 245,537
    1373 SH ADT INC 11,547 11,547
    1066 SH ADVANCED MICRO DEVICES 153,397 153,397
    11559 SH AEGON NV 57,101 57,101
    1403 SH AES CORP 34,093 34,093
    22 SH AFLAC INC 1,285 1,285
    481 SH AGILENT TECHNOLOGIES IN 76,792 76,792
    1089 SH AGNC INVT CORP 16,379 16,379
    1312 SH AGNICO EAGLE MINES LTD 69,720 69,720
    5472 SH AIA GROUP LTD 220,656 220,656
    5790 SH AIR LIQUIDE 201,897 201,897
    420 SH AIR PRODS & CHEMS INC 127,789 127,789
    236 SH AKTIEBOLAGETT ELECTROLU 11,472 11,472
    1473 SH AKZO NOBEL NV 54,118 54,118
    168 SH ALBEMARLE CORP 39,273 39,273
    858 SH ALCOA CORP 51,120 51,120
    641 SH ALCON INC 55,844 55,844
    401 SH ALEXANDRIA REAL ESTATE 89,407 89,407
    67 SH ALIGN TECHNOLOGY INC 44,031 44,031
    10520 SH ALLIANZ SE 248,377 248,377
    19 SH ALLSTATE CORP 2,235 2,235
    436 SH ALPHABET INC 1,263,109 1,263,109
    867 SH AMC ENTMT HLDGS INC 23,582 23,582
    1062 SH AMERICAN EXPRESS CO 173,743 173,743
    742 SH AMERICAN INTL GROUP INC 42,190 42,190
    619 SH AMERICAN WTR WKS CO INC 116,904 116,904
    958 SH AMKOR TECHNOLOGY INC 23,749 23,749
    771 SH ANALOG DEVICES INC 135,519 135,519
    109 SH AON PLC CL A 32,761 32,761
    11914 SH APPLE INC 2,115,569 2,115,569
    380 SH APTIV PLC 62,681 62,681
    179 SH ARAMARK 6,596 6,596
    2640 SH ARCHER DANIELS MIDLAND 178,438 178,438
    213 SH ARGENX SE 74,590 74,590
    437 SH ARISTA NETWORKS INC 62,819 62,819
    105 SH ARKEMA 14,884 14,884
    1 SH ASMPT LIMITED 32 32
    11174 SH ASTELLAS PHARMA INC 181,801 181,801
    2006 SH ASTRAZENECA PLC 116,850 116,850
    1430 SH ATOS ORIGIN SA 12,012 12,012
    8410 SH AUSTRALIA & NEW ZEALAN 169,083 169,083
    265 SH AUTODESK INC 74,515 74,515
    783 SH AUTOMATIC DATA PROCESSI 193,072 193,072
    23 SH AUTOZONE INC 48,217 48,217
    106 SH AVALARA INC 13,686 13,686
    1135 SH AVANTOR INC 47,829 47,829
    190 SH AVERY DENNISON CORP 41,148 41,148
    113 SH AVIS BUDGET GROUP 23,433 23,433
    7691 SH AVIVA PLC 85,485 85,485
    263 SH AVNET INC 10,843 10,843
    108 SH AZENTA INC COM 11,136 11,136
    18319 SH BANCO BILBAO VIZCAYA 107,533 107,533
    4474 SH BANK AMER CORP 199,048 199,048
    4595 SH BANK N S HALIFAX 329,416 329,416
    2613 SH BANK NEW YORK MELLON C 151,763 151,763
    631 SH BAUSCH HEALTH COS INC 17,422 17,422
    1163 SH BAXTER INTL INC 99,832 99,832
    234 SH BECTON DICKINSON & CO 58,846 58,846
    458 SH BEST BUY INC 46,533 46,533
    25 SH BIO RAD LABS INC 18,889 18,889
    470 SH BIOMARIN PHARMACEUTICAL 41,525 41,525
    1845 SH BLACKBERRY LTD 17,251 17,251
    102 SH BLACKROCK INC 93,387 93,387
    282 SH BLOCK INC 45,546 45,546
    3788 SH BNP PARIBAS 131,785 131,785
    840 SH BOC HONG KONG HOLDINGS 55,684 55,684
    40 SH BOOKING HLDGS INC 95,969 95,969
    778 SH BOSTON SCIENTIFIC CORP 33,049 33,049
    5179 SH BRAMBLES LTD 80,456 80,456
    800 SH BRIXMOR PPTY GROUP INC 20,328 20,328
    437 SH BROADCOM INC 290,784 290,784
    60 SH BROADRIDGE FINL SOLUTION 10,969 10,969
    1280 SH BUNGE LIMITED 119,501 119,501
    1960 SH BUNZL PUB LTD CO 77,988 77,988
    2041 SH BURBERRY GROUP PLC 50,127 50,127
    147 SH BURLINGTON STORES INC 42,852 42,852
    312 SH CADENCE DESIGN SYSTEM I 58,141 58,141
    1680 SH CANADIAN NATIONAL RAIL 206,405 206,405
    3040 SH CANADIAN PACIFIC RAILW 218,698 218,698
    1785 SH CAPGEMINI S E 87,358 87,358
    421 SH CAPITAL ONE FINL CORP 61,083 61,083
    248 SH CATALENT INC 31,751 31,751
    99 SH CBOE GLOBAL MARKETS INC 12,910 12,910
    695 SH CBRE GROUP INC 75,414 75,414
    297 SH CELANESE CORP DEL 49,914 49,914
    541 SH CENTENE CORP DEL 44,578 44,578
    1188 SH CENTERPOINT ENERGY INC 33,157 33,157
    57 SH CHIPOTLE MEXICAN GRILL I 99,650 99,650
    3192 SH CHR HANSEN HOLDING AS 62,819 62,819
    99 SH CHUBB LIMITED 19,138 19,138
    1346 SH CHURCH & DWIGHT INC 137,965 137,965
    162 SH CIGNA CORP NEW 37,200 37,200
    1992 SH CITIGROUP INC 120,297 120,297
    1226 SH CITIZENS FINL GROUP IN 57,929 57,929
    316 SH CLOROX CO DEL 55,098 55,098
    611 SH CME GROUP INC 139,589 139,589
    810 SH COGNIZANT TECHNOLOGY SO 71,863 71,863
    2820 SH COLGATE PALMOLIVE CO 240,659 240,659
    3220 SH COLOPLAST AS 57,120 57,120
    2100 SH COMMONWEALTH BANK OF A 155,421 155,421
    6108 SH COMPASS GROUP PLC 140,912 140,912
    475 SH COMPASS MINERALS INTL I 24,263 24,263
    186 SH COSTAR GROUP INC 14,700 14,700
    3581 SH COTY INC 37,601 37,601
    1102 SH COVESTRO AG 34,052 34,052
    1411 SH CRH PLC 74,501 74,501
    327 SH CROWDSTRIKE HOLDINGS IN 66,953 66,953
    1622 SH CSL LTD 171,608 171,608
    2645 SH CSX CORP 99,452 99,452
    901 SH CVS HEALTH CORP 92,947 92,947
    212 SH CYBERARK SOFTWARE LTD 36,735 36,735
    424 SH CYRUSONE INC 38,041 38,041
    826 SH DANAHER CORP DEL 271,762 271,762
    1310 SH DASSAULT SYSTEMS SA 78,181 78,181
    316 SH DEERE & CO 108,353 108,353
    205 SH DENTSPLY SIRONA INC 11,437 11,437
    3510 SH DEUTSCHE BOERSE 58,301 58,301
    153 SH DEXCOM INC 82,153 82,153
    204 SH DIGITAL RLTY TR INC 36,081 36,081
    2678 SH DISNEY WALT CO 414,795 414,795
    8433 SH DNB ASA 193,537 193,537
    290 SH DOCUSIGN INC 44,170 44,170
    375 SH DOLLAR GEN CORP NEW 88,436 88,436
    697 SH DOMINION ENERGY INC 54,756 54,756
    68 SH DOMINOS PIZZA INC 38,374 38,374
    166 SH DONALDSON INC 9,837 9,837
    293 SH DOVER CORP 53,209 53,209
    1039 SH DOW INC 58,932 58,932
    157 SH DTE ENERGY CO 18,768 18,768
    2514 SH DUKE ENERGY CORP NEW 263,719 263,719
    830 SH DUKE RLTY LTD PARTNERSH 54,481 54,481
    500 SH DUPONT DE NEMOURS INC 40,390 40,390
    491 SH DXC TECHNOLOGY CO 15,805 15,805
    251 SH EATON CORP PLC 43,378 43,378
    750 SH EBAY INC 49,875 49,875
    586 SH EDENRED SA 13,595 13,595
    969 SH EDISON INTL 66,134 66,134
    588 SH EDWARDS LIFESCIENCES CO 76,175 76,175
    1549 SH EISAI LTD 88,014 88,014
    551 SH ELANCO ANIMAL HEALTH IN 15,637 15,637
    114 SH ELASTIC NV 14,032 14,032
    162 SH ELECTRONIC ARTS INC 21,368 21,368
    168 SH ELEVANCE HEALTH INC 77,875 77,875
    205 SH EMERGENT BIOSOLUTIONS I 8,911 8,911
    1184 SH EMERSON ELEC CO 110,076 110,076
    219 SH ENERGIZER HLDGS INC NEW 8,782 8,782
    338 SH ENPHASE ENERGY INC 61,834 61,834
    584 SH ENTEGRIS INC 80,931 80,931
    89 SH EPAM SYS INC 59,492 59,492
    1779 SH EPIROC AKTIEBOLAG 44,884 44,884
    166 SH EQUINIX INC 140,409 140,409
    838 SH EQUITY RESIDENTIAL 75,839 75,839
    1536 SHESSILORLUXOTTICA 164,214 164,214
    252 SH ETSY INC 55,173 55,173
    509 SH EVERSOURCE ENERGY 46,309 46,309
    225 SH EXACT SCIENCES CORP 17,512 17,512
    498 SH EXELIXIS INC 9,103 9,103
    507 SH EXPERIAN PLC 24,941 24,941
    124 SH F5 INC COM 30,344 30,344
    365 SH FEDEX CORP 94,404 94,404
    623 SH FERGUSON PLC 111,760 111,760
    496 SH FERRARI NV 128,375 128,375
    800 SH FLOWSERVE CORP 24,480 24,480
    248 SH FORTINET INC 89,131 89,131
    1827 SH FORTIS INC 88,189 88,189
    643 SH FOX CORP CL A COM 23,727 23,727
    1010 SH FRESENIUS MED CARE AG 32,785 32,785
    5228 SH FRESENIUS SE & CO KGAA 52,616 52,616
    6170 SH FUJITSU LIMITED 211,427 211,427
    458 SH GAP INC DEL 8,084 8,084
    168 SH GARTNER INC 56,166 56,166
    1635 SH GENERAL MTRS CO 95,860 95,860
    1270 SH GENMAB AS 50,241 50,241
    1507 SH GILEAD SCIENCES INC 109,423 109,423
    727 SH GODADDY INC 61,693 61,693
    327 SH GOLDMAN SACHS GROUP INC 125,094 125,094
    161 SH GRAINGER W W INC 83,437 83,437
    2142 SH GSK PLC SPONSORED ADR 94,462 94,462
    291 SH GUARDANT HEALTH INC 29,106 29,106
    5884 SH HANG LUNG PROPERTIES L 60,528 60,528
    250 SH HARTFORD FINL SVCS GROU 17,260 17,260
    220 SH HASBRO INC 22,392 22,392
    210 SH HCA HEALTHCARE INC 53,953 53,953
    705 SH HEALTHEQUITY INC 31,189 31,189
    1633 SH HEALTHPEAK PROPERTIES 58,935 58,935
    19674 SH HENDERSON LAND DEVELO 83,780 83,780
    720 SH HERMES INTL SCA 125,766 125,766
    3862 SH HEWLETT PACKARD ENTERP 60,904 60,904
    1476 SH HEXCEL CORP NEW 76,457 76,457
    1001 SH HOME DEPOT INC 415,425 415,425
    906 SH HONG KONG EXCHANGES & C 52,922 52,922
    214 SH HORIZON THERAPEUTICS PU 23,061 23,061
    3233 SH HOST HOTELS & RESORTS 56,222 56,222
    2205 SH HP INC 83,062 83,062
    74 SH HUBSPOT INC 48,777 48,777
    68 SH HUMANA INC 31,542 31,542
    1100 SH HUNTINGTON BANCSHARES 16,962 16,962
    2249 SH IBERDROLA SA 106,497 106,497
    79 SH ICU MED INC 18,750 18,750
    116 SH IDEXX LABS INC 76,381 76,381
    1644 SH IHS MARKIT LTD 218,520 218,520
    733 SH ILLINOIS TOOL WKS INC 180,904 180,904
    174 SH ILLUMINA INC 66,197 66,197
    12418 SH INDUSTRIAL DE DISENO 201,447 201,447
    4551 SH INFORMA PLC 63,687 63,687
    1456 SH INGERSOLL RAND INC 90,083 90,083
    900 SH INGREDION INC 86,976 86,976
    106 SH INSULET CORP 28,203 28,203
    4377 SH INTEL CORP 225,416 225,416
    506 SH INTERCONTINENTAL EXCHAN 69,206 69,206
    445 SH INTERNATIONAL FLAVORS&F 67,039 67,039
    1406 SH INTERPUBLIC GROUP COS 52,655 52,655
    1 SH INTESA SAN PAOLO SPA 16 16
    385 SH INTL PAPER CO 18,087 18,087
    343 SH INTUIT 220,624 220,624
    271 SH INTUITIVE SURGICAL INC 97,370 97,370
    421 SH IOVANCE BIOTHERAPEUTICS 8,037 8,037
    125 SH IQVIA HLDGS INC 35,268 35,268
    1427 SH IRON MTN INC NEW 74,675 74,675
    251 SH ITT INC 25,650 25,650
    1576 SH JAMES HARDIE INDUSTRIE 64,127 64,127
    2087 SH JPMORGAN CHASE & CO 330,476 330,476
    7760 SH JULIUS BAER GROUP LTD 104,211 104,211
    20395 SH KAO CORP 213,203 213,203
    3672 SH KBC GROUP NV 157,553 157,553
    820 SH KENNAMETAL INC 29,446 29,446
    1550 SH KERING SA 124,603 124,603
    2255 SH KEYCORP NEW 52,158 52,158
    551 SH KEYSIGHT TECHNOLOGIES I 113,787 113,787
    1555 SH KIMBERLY CLARK CORP 222,241 222,241
    6133 SH KINROSS GOLD CORP 35,633 35,633
    299 SH KLA CORPORATION COM NEW 128,603 128,603
    7256 SH KONINKLIJKE AHOLD DELH 248,660 248,660
    425 SH KORNIT DIGITAL LTD 64,706 64,706
    2190 SH KROGER CO 99,119 99,119
    584 SH L BRANDS INC 40,757 40,757
    116 SH LABORATORY CORP AMER HL 36,448 36,448
    311 SH LAM RESEARCH CORP 223,656 223,656
    402 SH LAUDER ESTEE COS INC 148,820 148,820
    629 SH LILLY ELI & CO 173,742 173,742
    179 SH LINCOLN NATL CORP IND 12,219 12,219
    635 SH LINDE PLC 219,983 219,983
    258 SH LIVE NATION ENTERTAINME 30,880 30,880
    336 SH LIVERAMP HLDGS INC 16,111 16,111
    2616 SH LONDON STOCK EXCHANGE 61,387 61,387
    2130 SH LONZA GROUP AG 178,040 178,040
    713 SH LOWES COS INC 184,296 184,296
    134 SH LULULEMON ATHLETICA INC 52,454 52,454
    684 SH LYFT INC 29,227 29,227
    895 SH LYONDELLBASELL INDUSTRI 82,546 82,546
    867 SH MACERICH CO 14,982 14,982
    224 SH MADISON SQUARE GRDN SPR 38,916 38,916
    1601 SH MAGNA INTL INC 129,585 129,585
    123 SH MANPOWERGROUP INC 11,972 11,972
    183 SH MARRIOTT VACATIONS WRLD 30,923 30,923
    772 SH MARSH & MCLENNAN COS IN 134,189 134,189
    1247 SH MARVELL TECHNOLOGY GRO 109,100 109,100
    786 SH MASTERCARD INCORPORATED 282,426 282,426
    216 SH MATCH GROUP INC COM 28,566 28,566
    12136 SH MERCEDES BENZ GROUP A 286,313 286,313
    1801 SH MERCK & CO INC 138,029 138,029
    1835 SH MERCK KGAA 94,739 94,739
    36 SH METTLER TOLEDO INTERNATI 61,100 61,100
    3410 SH MICHELIN COMPAGNIE GEN 111,799 111,799
    1141 SH MICRON TECHNOLOGY INC 106,284 106,284
    5409 SH MICROSOFT CORP 1,819,155 1,819,155
    372 SH MILLERKNOLL INC 14,579 14,579
    124 SH MKS INSTRUMENT INC 21,597 21,597
    325 SH MODERNA INC 82,544 82,544
    165 SH MONGODB INC CL A 87,343 87,343
    284 SH MOODYS CORP 110,925 110,925
    49 SH MORNINGSTAR INC 16,758 16,758
    131 SH MSCI INC 80,262 80,262
    3600 SH MUNICH RE GROUP 106,647 106,647
    12582 SH NATIONAL AUSTRALIA BA 131,911 131,911
    799 SH NATIONAL GRID PLC 57,784 57,784
    438 SH NATIONAL INSTRS CORP 19,127 19,127
    261 SH NCR CORP NEW 10,492 10,492
    103 SH NEUROCRINE BIOSCIENCES 8,773 8,773
    408 SH NEW JERSEY RES 16,752 16,752
    547 SH NEW YORK TIMES CO 26,420 26,420
    6844 SH NEWCREST MINING LTD 121,811 121,811
    1710 SH NEWMONT CORPORATION CO 106,054 106,054
    119 SH NEXSTAR MEDIA GROUP INC 17,967 17,967
    1780 SH NEXTERA ENERGY INC 166,181 166,181
    369 SH NICE LTD 112,028 112,028
    909 SH NIKE INC 151,503 151,503
    14412 SH NIPPON TELEG TEL CORP 394,232 394,232
    729 SH NISOURCE INC 20,128 20,128
    51566 SH NOMURA HOLDINGS INC 223,281 223,281
    12095 SH NORDEA BANK ABP 148,356 148,356
    408 SH NORDSTROM INC 9,229 9,229
    2840 SH NORSK HYDRO AS 22,389 22,389
    435 SH NORTHERN TR CORP 52,030 52,030
    1797 SH NORTONLIFELOCK INC 46,686 46,686
    2352 SH NOVARTIS AG 205,729 205,729
    764 SH NOVOZYMES AS 62,753 62,753
    796 SH NRG ENERGY INC 34,292 34,292
    671 SH NUANCE COMMUNICATIONS I 37,120 37,120
    495 SH NUTANIX INC 15,771 15,771
    1137 SH NVENT ELECTRIC PLC 43,206 43,206
    2126 SH NVIDIA CORP 625,278 625,278
    621 SH OMNICOM GROUP INC 45,501 45,501
    2164 SH OMRON CORP 215,357 215,357
    735 SH ON SEMICONDUCTOR CORP 49,921 49,921
    1219 SH OPEN TEXT CORP 57,878 57,878
    2603 SH ORIX CORP 264,933 264,933
    677 SH OWENS CORNING NEW 61,269 61,269
    873 SH PACCAR INC 77,051 77,051
    511 SH PARK HOTELS RESORTS INC 9,648 9,648
    939 SH PAYPAL HLDGS INC 177,077 177,077
    8007 SH PEARSON PLC 67,259 67,259
    335 SH PELOTON INTERACTIVE INC 11,980 11,980
    712 SH PENTAIR PLC 51,997 51,997
    53 SH PENUMBRA INC 15,228 15,228
    607 SH PERFORMANCE FOOD GROUP 27,855 27,855
    170 SH PERKINELMER INC 34,180 34,180
    3898 SH PFIZER INC 230,177 230,177
    1594 SH PINTEREST INC CL A 57,942 57,942
    781 SH PNC FINL SVCS GROUP INC 156,606 156,606
    79 SH POOL CORPORATION 44,714 44,714
    186 SH PRINCIPAL FINL GROUP IN 13,453 13,453
    2803 SH PROCTER AND GAMBLE CO 458,515 458,515
    182 SH PROGYNY INC 9,164 9,164
    1086 SH PROLOGIS INC 182,839 182,839
    1896 SH PRUDENTIAL FINL INC 205,223 205,223
    1647 SH PUBLIC SVC ENTERPRISE 109,904 109,904
    4620 SH PUBLICIS SA NEW 77,757 77,757
    3032 SH QBE INSURANCE GROUP LT 25,020 25,020
    342 SH QIAGEN NV 19,008 19,008
    12 SH QORVO INC 1,877 1,877
    1142 SH QUALCOMM INC 208,838 208,838
    78 SH QUIDEL CORP 10,529 10,529
    124 SH REGENERON PHARMACEUTICA 78,308 78,308
    244 SH RELIANCE STEEL & ALUMIN 39,582 39,582
    884 SH RENTOKIL INITIAL PLC 34,962 34,962
    683 SH REPUBLIC SVCS INC 95,244 95,244
    139 SH RESMED INC 36,207 36,207
    4151 SH RIO TINTO PLC 277,868 277,868
    356 SH RITCHIE BROTHERS AUCTIO 21,791 21,791
    5104 SH ROCHE HOLDING LTD 265,451 265,451
    168 SH ROCKWELL AUTOMATION INC 58,607 58,607
    3790 SH ROYAL BANK CDA MONTREA 402,271 402,271
    1756 SH ROYAL DSM NV 98,848 98,848
    868 SH SALESFORCE INC 220,585 220,585
    1988 SH SAMPO OYJ 49,805 49,805
    210 SH SEAGEN INC 32,466 32,466
    3695 SH SEKISUI HOUSE LTD 79,223 79,223
    612 SH SERVICE CORP INTL 43,446 43,446
    212 SH SERVICENOW INC 137,611 137,611
    2700 SH SHISEIDO 150,387 150,387
    171 SH SHOPIFY INC 235,534 235,534
    252 SH SMARTSHEET INC CL A 19,517 19,517
    457 SH SMURFIT KAPPA GROUP PLC 25,174 25,174
    1713 SH SNAP INC 80,562 80,562
    7350 SH SOCIETE GENERALE FRANC 50,493 50,493
    1513 SH SOLARWINDS CORPORATION 21,469 21,469
    720 SH SONOVA HOLDING AG 56,547 56,547
    203 SH SOUTHWEST AIRLS CO 8,697 8,697
    2417 SH SOUTHWEST GAS HOLDINGS 169,311 169,311
    4964 SH SPARK NEW ZEALAND LTD 76,808 76,808
    234 SH SPECTRUM BRANDS HLDGS I 23,802 23,802
    274 SH SPIRIT RLTY CAP INC NEW 13,204 13,204
    888 SH SPROUTS FMRS MKT INC 26,356 26,356
    93 SH STAAR SURGICAL CO 8,491 8,491
    172 SH STANLEY BLACK & DECKER 32,443 32,443
    2007 SH STARBUCKS CORP 234,759 234,759
    1126 SH STATE STR CORP 104,718 104,718
    7987 SH STELLANTIS NV 149,836 149,836
    50 SH STERIS PLC 12,171 12,171
    341 SH STORE CAP CORP 11,730 11,730
    220 SH STRYKER CORP 58,832 58,832
    2661 SH SUN LIFE FINANCIAL INC 148,191 148,191
    2022 SH SWEDBANK A B 40,668 40,668
    7198 SH SWIRE PACIFIC LTD 40,947 40,947
    2588 SH SWISS RE LTD 64,093 64,093
    921 SH SWITCH INC 26,377 26,377
    35.0003 SH SYLVAMO CORP COMMON 976 976
    825 SH SYSCO CORP 64,804 64,804
    2364 SH SYSMEX CORP 159,612 159,612
    1420 SH T MOBILE US INC 164,692 164,692
    16362 SH TAKEDA PHARMACEUTICAL 223,014 223,014
    608 SH TAPESTRY INC 24,685 24,685
    543 SH TARGET CORP 125,672 125,672
    694 SH TE CONNECTIVITY LTD 111,970 111,970
    358 SH TELADOC HEALTH INC 32,872 32,872
    768 SH TELEPHONE & DATA SYS IN 15,475 15,475
    195 SH TERADATA CORP DEL 8,282 8,282
    15813 SH TESCO PLC 186,271 186,271
    399 SH TEXAS ROADHOUSE INC 35,623 35,623
    535 SH THE TRADE DESK INC 49,027 49,027
    414 SH THERMO FISHER SCIENTIFI 276,237 276,237
    2014 SH THOMSON REUTERS CORP 240,915 240,915
    1115 SH TJX COS INC NEW 84,651 84,651
    309 SH TRANE TECHNOLOGIES PLC 62,427 62,427
    373 SH TRANSUNION 44,230 44,230
    213 SH TRAVEL PLUS LEISURE CO 11,773 11,773
    350 SH TRAVELERS COMPANIES INC 54,751 54,751
    260 SH TREND MICRO INC 14,428 14,428
    1748 SH TRUIST FINANCIAL CORP 102,345 102,345
    323 SH TWILIO INC 85,059 85,059
    1376 SH UBER TECHNOLOGIES INC 57,696 57,696
    680 SH UGI CORP NEW 31,219 31,219
    97 SH ULTA BEAUTY INC 39,997 39,997
    147 SH ULTRAGENYX PHARMACEUTIC 12,361 12,361
    6692 SH UMICORE GROUP 68,016 68,016
    15622 SH UNICREDIT SPA 120,307 120,307
    1134 SH UNION PAC CORP 285,689 285,689
    778 SH UNITED PARCEL SERVICE I 166,757 166,757
    281 SH UNITED RENTALS INC 93,373 93,373
    582 SH UNITED STATES CELLULAR 18,345 18,345
    876 SH UNITED STATES STL CORP 20,858 20,858
    667 SH UNITEDHEALTH GROUP INC 334,927 334,927
    4301 SH UPM KYMMENE CORP 163,656 163,656
    1112 SH US BANCORP DEL 62,461 62,461
    825 SH US FOODS HLDG CORP 28,735 28,735
    776 SH V F CORP 56,819 56,819
    101 SH VAIL RESORTS INC 33,118 33,118
    2036 SH VALEO SE 30,771 30,771
    709 SH VALVOLINE INC 26,439 26,439
    200 SH VEEVA SYS INC 51,096 51,096
    654 SH VENTAS INC 33,432 33,432
    2474 SH VEOLIA ENVIRONNEMENT 90,762 90,762
    325 SH VERISK ANALYTICS INC 74,337 74,337
    2371 SH VICI PPTYS INC 71,391 71,391
    1250 SH VISA INC 270,888 270,888
    374 SH VMWARE INC 43,339 43,339
    3060 SH VONOVIA SE 84,386 84,386
    1855 SH WALGREENS BOOTS ALLIAN 96,757 96,757
    415 SH WASTE CONNECTIONS INC 56,552 56,552
    1064 SH WASTE MGMT INC DEL 177,582 177,582
    100 SH WATERS CORP 37,260 37,260
    357 SH WEC ENERGY GROUP INC 34,654 34,654
    3030 SH WELLS FARGO CO NEW 145,379 145,379
    2483 SH WEST JAPAN RAILWAY CO 103,714 103,714
    176 SH WEST PHARMACEUTICAL SVS 82,546 82,546
    766 SH WESTERN DIGITAL CORP 49,951 49,951
    120 SH WEX INC 16,847 16,847
    952 SH WHITBREAD PLC 9,655 9,655
    138 SH WILLIS TOWERS WATSON PU 32,774 32,774
    390 SH WIX COM LTD 61,538 61,538
    977 SH WOLTERS KLUWER NV 115,105 115,105
    78 SH WORKDAY INC 21,308 21,308
    193 SH WORLD WRESTLING ENTMT I 9,523 9,523
    2521 SH WPP PLC 190,462 190,462
    808 SH XEROX HOLDINGS CORP NEW 18,293 18,293
    516 SH XYLEM INC 61,879 61,879
    1726 SH ZALANDO SE 69,817 69,817
    245 SH ZIMMER BIOMET HLDGS INC 31,125 31,125
    701 SH ZOETIS INC 171,065 171,065
    247 SH ZOOM VIDEO COMMUNICATIO 45,426 45,426
    6110 SH ZURICH INS GROUP LTD 268,840 268,840
    4385 SH ZYNGA INC CL A 28,064 28,064
    ACCRUED INCOME AND PRICING DIF 16,523 16,523

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    US Government Securities - End of Year Book Value:

    94,824,029
    US Government Securities - End of Year Fair Market Value:

    94,824,029
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN STEADFAST, LP   4,517,231 4,517,231
    BAUPOST VALUE PARTNERS I   6,970,225 6,970,225
    BAUPOST VALUE PARTNERS II   11,735,640 11,735,640
    BRACEBRIDGE BIL, LTD   8,361,545 8,361,545
    BROOKSIDE CAYMAN, LTD - CLASS      
    2-A2, SERIES 184   1,986 1,986
    CANYON VALUE ESG CREDIT FUND      
    (CAYMAN) LTD.   7,251,069 7,251,069
    CANYON VALUE REALIZATION FUND      
    (CAYMAN) LTD. - CLASS A   2,401,520 2,401,520
    CEVIAN CAPITAL II LTD   3,837,561 3,837,561
    DRAWBRIDGE SPECIAL      
    OPPORTUNITIES FUND LP   8,412,695 8,412,695
    EIF UNITED STATES POWER FUND I   584,568 584,568
    EMG ASCENT 2016 EQUITY LP   176,450 176,450
    ENERGY & MINERALS GROUP II   2,092,400 2,092,400
    FARALLON CAPITAL F5      
    INVESTORS I, LP   8,940,087 8,940,087
    FARALLON CAPITAL      
    INSTITUTIONAL PARTNERS   229,259 229,259
    FIRST RESERVE FUND XI, LP   1,638 1,638
    FORTRESS CREDIT OPPORTUNITIES      
    FUND II (A) LP   237,212 237,212
    FORTRESS CREDIT OPPORTUNITIES      
    FUND II (B) LP   464,309 464,309
    GENERATION IM CLIMATE      
    SOLUTIONS FUND LP   220,991 220,991
    GENERATION IM GLOBAL EQUITY      
    FUND, LLC   10,677,649 10,677,649
    GOLDEN GATE CAPITAL II, LLC   41,882 41,882
    GOLDEN GATE CAPITAL ANNEX FUND   4,804 4,804
    GS MOUNT KELLETT CAPITAL      
    PARTNERS LP   69,501 69,501
    HCIF OFFSHORE, LP   5,882,487 5,882,487
    HCP ABSOLUTE RETURN FUND      
    OFFSHORE FEEDER, L.P.   9,076,314 9,076,314
    HCP CHINA CAPITAL APPREC. FUND   6,661,814 6,661,814
    HCP CHINA PE 2009 FEEDER (CAYM   2,947,580 2,947,580
    HCP ENERGY AND NATURAL RESOURC   406,055 406,055
    HCP PRIVATE EQUITY FUND V LP   1,115,530 1,115,530
    HCP PRIVATE EQUITY FUND VI LP   1,502,981 1,502,981
    HCP PRIVATE EQUITY FUND VII LP   2,005,535 2,005,535
    HCP REAL ESTATE FUND   352,578 352,578
    HCP SPECIAL OPPORTUNITIES OFFS   6,647,337 6,647,337
    HCP WPPE X INVESTORS, LLC   97,929 97,929
    JC FLOWERS III-B LP   183,568 183,568
    JC FLOWERS III LP   278,024 278,024
    KOHLBERG TE INVESTORS IV, LP   47,566 47,566
    KOHLBERG TE INVESTORS VI, LP   5,818 5,818
    LUXOR CAPITAL PARTNERS OFFSHOR   453,483 453,483
    MOUNT KELLETT CAPITAL PARTNERS      
    (CAYMAN) II, LP   145,921 145,921
    ROCKPOINT REAL ESTATE FUND III   57,988 57,988
    SAIF III, LP   3,048,148 3,048,148
    SHORENSTEIN INVESTMENT PARTNER   1,832,665 1,832,665
    SHORENSTEIN INVESTMENT PARTNER   16,673 16,673
    TACONIC OPPORTUNITY OFFSHORE      
    FD LTD CLASS A-NR SERIES 1   7,160,624 7,160,624
    TENASKA PF II, LP   69,237 69,237
    TIFF PARTNERS III, LLC   16,313 16,313
    TIFF PARTNERS IV, LLC   3,829 3,829
    SCHWAB 2437 - IRA   628,182 628,182

    TY 2021 LegalFeesSchedule
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REVIEW OF CONTRACTS        
    AND AGREEMENTS 316,713     377,744


    TY 2021 OtherAssetsSchedule
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST/DIVIDEND RECEIVABLE 154,542 202,189 202,189
    INVESTMENT RECEIVABLE 25,610,190 75,485 75,485
    OTHER RECEIVABLE 19,426 259,997 259,997
    PROGRAM RELATED INVESTMENT   444,691 444,691
    LOAN-WAI'ANAE COMMUNITY REDEV 262,767    
    EXCISE AND UBTI TAX RECEIVABLE 41,608    
    LOAN-RESPECTING CHOICES 197,876    
    LOAN-CAPITAL IMPACT PARTNERS 2,495,786    
    LOAN-CNOTE 1,500,000 1,500,000 1,500,000
    LOAN-COMMUNITY VISIONS 1,500,000 1,500,000 1,500,000
    LOAN-LIIF 1,504,192 1,534,502 1,534,502
    LOAN-RSF SOCIAL INVESTMENTS 2,008,788 2,015,057 2,015,057
    PROGRAM RELATED INVESTMENT      
    LOAN-METTLE HEALTH 50,000    
    BENEFICIAL INTEREST IN CRT 103,000,371 34,275,595 34,275,595
    BENEFICIAL INTEREST IN JLST   48,358,646 48,358,646
    BENEFICIAL INTEREST IN MT   43,401,484 43,401,484


    TY 2021 OtherExpensesSchedule
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OPERATING EXPENSES 18,501 2,107   16,683
    GRANTS MANAGEMENT AND        
    CONSULTATION 2,329,836 34,521   3,285,803
    PRIOR PERIOD OVER ACCRUAL OF        
    DEFERRED FEDERAL EXCISE TAX 37,999      
    INSURANCE 16,154 1,840   14,314
    MATERIAL AND SUPPLIES 8,126 926   6,949
    MEDIA AND MEMBERSHIP 10,145 1,155   8,990
    TELEPHONE 23,259 2,649   20,610
    SCH K-1 PARTNERSHIP EXPENSES 0 555,113    
    INFORMATION TECHNOLOGY 153,876 17,525   138,146


    TY 2021 OtherIncomeSchedule2
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER SCH K-1 PARTNERSHIP INCOME 0 149,218  


    TY 2021 OtherIncreasesSchedule
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 4,300,864


    TY 2021 OtherLiabilitiesSchedule
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Description Beginning of Year - Book Value End of Year - Book Value
    CAFETERIA PLAN    
    401(K) PLAN    
    UNITRUST PAYMENT    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT SERVICES 273,372 273,372    
    OTHER PROFESSIONAL FEES 574,322 23,580   392,094


    TY 2021 TaxesSchedule
    Name:
    STUPSKI FOUNDATION
    EIN:
    68-0397103
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE & UBTI TAX 252,505      
    FOREIGN TAX PAID 0 24,884