Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE ZELLERBACH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)455 MARKET ST 2200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94105
A Employer identification number

94-6069482
B Telephone number (see instructions)

(415) 421-2629
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$158,445,487J 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) 385,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 672,568 2,137,532  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,668,350
b Gross sales price for all assets on line 6a 12,447,640
7 Capital gain net income (from Part IV, line 2)... 7,850,099
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)....... Click to see attachment
List of Attached Documents:
// Content
559,287 252,326  
12 Total. Add lines 1 through 11........ 9,285,205 10,239,957  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 554,395 27,720   526,675
14 Other employee salaries and wages...... 659,834 3,950   655,348
15 Pension plans, employee benefits....... 305,360 38,216   267,144
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
18,915 0   18,915
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
65,805 23,032   42,773
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
586,764 321,268   353,108
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
245,860 115,636   68,455
19 Depreciation (attach schedule) and depletion... 70,881 0  
20 Occupancy.............. 246,067 30,795   215,272
21 Travel, conferences, and meetings....... 25,435 0   25,435
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
128,787 5,250   123,537
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,908,103 565,867   2,296,662
25 Contributions, gifts, grants paid....... 6,969,559 6,092,500
26 Total expenses and disbursements. Add lines 24 and 25 9,877,662 565,867   8,389,162
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -592,457
b Net investment income (if negative, enter -0-) 9,674,090
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 3,342,990 2,923,541 2,923,541
3 Accounts receivable right arrow77,500
Less: allowance for doubtful accounts right arrow   10,117 77,500 77,500
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 23,635 21,782 21,782
10a Investments—U.S. and state government obligations (attach schedule) 8,033,021 Click to see attachment
List of Attached Documents:
// Content
8,365,347 		8,365,347
b Investments—corporate stock (attach schedule)....... 63,196,559 Click to see attachment
List of Attached Documents:
// Content
57,297,241 		57,297,241
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 77,993,535 Click to see attachment
List of Attached Documents:
// Content
81,642,699 		81,642,699
14 Land, buildings, and equipment: basis right arrow567,904
Less: accumulated depreciation (attach schedule) right arrow505,725 133,061 62,179 62,179
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,709,746 		Click to see attachment
List of Attached Documents:
// Content
9,860,907 		Click to see attachment
List of Attached Documents:
// Content
8,055,198
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 155,442,664 160,251,196 158,445,487
Liabilities 17 Accounts payable and accrued expenses.......... 378,238 239,332
18 Grants payable................. 375,000 1,252,059
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
1,044,901 		Click to see attachment
List of Attached Documents:
// Content
2,162,235
23 Total liabilities (add lines 17 through 22)......... 1,798,139 3,653,626
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 153,644,525 156,520,070
25 Net assets with donor restrictions............   77,500
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 153,644,525 156,597,570
30 Total liabilities and net assets/fund balances (see instructions). 155,442,664 160,251,196
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
153,644,525
2
Enter amount from Part I, line 27a .....................
2
-592,457
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,545,502
4
Add lines 1, 2, and 3 ..........................
4
156,597,570
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
156,597,570
Form 990-PF (2023)
Form 990-PF (2023)
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 VAN ECK P 2023-01-01 2023-12-31
b MATTHEWS PACIFIC TIGER P 2023-01-01 2023-12-31
c PASS THROUGH INVESTMENT GAINS P 2023-01-01 2023-12-31
d DISPOSITION OF PARTNERSHIP P 1999-01-01 2023-12-31
e OTHER GAIN P 2023-01-01 2023-12-31
TWO SIGMA P 2023-01-01 2023-12-31
NITORUM P 2023-01-01 2023-12-31
FORESTER DIVERSIFIED P 2023-01-01 2023-12-31
FORESTER OFFSHORE P 2023-01-01 2023-12-31
(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 1,456,810   1,878,201 -421,391
b 1,063,294   1,627,340 -564,046
c 838,752     838,752
d 6,352   6,352 0
e 1,006,405   831,704 174,701
5,245,459     5,245,459
    253,944 -253,944
1,157,068     1,157,068
1,673,500     1,673,500
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       -421,391
b       -564,046
c       838,752
d       0
e       174,701
      5,245,459
      -253,944
      1,157,068
      1,673,500
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 7,850,099
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  
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 right arrow 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) 1 134,470
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 0
3 Add lines 1 and 2........................... 3 134,470
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 134,470
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 196,840
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 236,840
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 102,370
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow102,370 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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? ....................
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowZFF.ORG
14
The books are in care ofright arrowTHE ZELLERBACH FAMILY FOUNDATION Telephone no.right arrow (415) 421-2629

Located atright arrow455 MARKET STREET SUITE 2200SAN FRANCISCOCA ZIP+4right arrow94105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
 
 
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
EMILY BOSCHWITZ DIRECTOR
1.00 		0 0 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
JEANETTE M DUNCKEL DIRECTOR (THRU 12 2023)
1.00 		0 0 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
JAMES W HEAD DIRECTOR
1.00 		0 0 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
RAVI KARRA DIRECTOR
1.00 		0 0 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
KARIN KISSANE TREASURER
1.00 		0 0 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
HILARY REEK VICE CHAIR & SECRETARY
1.00 		0 0 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
SUCHI SOMASEKAR DIRECTOR (THRU 12 2023)
1.00 		0 0 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
STEPHEN SHAPIRO DIRECTOR
1.00 		0 0 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
THOMAS H ZELLERBACH CHAIRMAN
8.00 		0 0 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
ALLISON MAGEE PRESIDENT & EXEC DIRECTOR
40.00 		335,812 54,016 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
SUSAN AU CFO
40.00 		218,583 46,791 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
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
AMY PRICE PROGRAM EXECUTIVE
40.00 		171,542 71,182 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
NAVIN MOUL PROGRAM EXECUTIVE
40.00 		158,843 39,736 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
MARGOT MELCON PROGRAM EXECUTIVE
40.00 		155,549 39,241 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
MICHAEL SMITH IT DIRECTOR (THRU 3/
20.00 		78,996 13,694 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
AKI AMAI GRANTS MANAGER (FROM
40.00 		53,817 6,102 0
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
CAMBRIDGE ASSOCIATES INVESTMENT ADVISOR 233,656
125 HIGH STREET
BOSTON,MA02110
SILCHESTER INTERNATIONAL INVESTORS INVESTMENT MANAGER 87,612
780 THIRD AVENUE 42ND FLOOR
NEW YORK,NY10017
BPM LLP TAX AND ACCOUNTING 65,431
ONE CALIFORNIA STREET SUITE 2500
SAN FRANCISCO,CA94111
CHANGE CONSULTING LLC COMMUNICATIONS 64,849
PO BOX 10453
OAKLAND,CA94610
ANH THANG DAO-SHAH CONSULTANT 60,000
3325 CARLSON BLVD
EL CERRITO,CA94530
Total number of others receiving over $50,000 for professional services.............right arrow2
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  
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
80,289,986
b
Average of monthly cash balances.......................
1b
2,519,588
c
Fair market value of all other assets (see instructions)................
1c
80,239,908
d
Total (add lines 1a, b, and c).........................
1d
163,049,482
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
163,049,482
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,445,742
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
160,603,740
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,030,187
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
8,030,187
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
134,470
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
24,705
c
Add lines 2a and 2b............................
2c
159,175
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,871,012
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,871,012
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
7,871,012
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
8,389,162
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
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
8,389,162
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 7,871,012
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,489,501
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 8,389,162
a Applied to 2022, but not more than line 2a 2,489,501
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
180,000
d Applied to 2023 distributable amount..... 5,719,661
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 5 180,000
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		2,151,351
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) ....... 		180,000
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
COMMUNITY ARTS PROGRAM EXECUTIVE
455 MARKET STREET SUITE 2200
SAN FRANCISCO,CA94105
(415) 421-2629
COMMUNITYARTS@ZFF.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS MUST BE SUBMITTED ONLINE VIA OUR GRANTEE PORTAL AT HTTPS://ZELLERBACH.FLUXX.IO THE COMMUNITY ARTS APPLICATION REQUIREMENTS INCLUDE THE PROPOSED PROJECT DESCRIPTION AND FINANCIALS, BACKGROUND INFORMATION ON THE ARTS ORGANIZATION AND A RECENT WORK SAMPLE.
cAny submission deadlines:
THERE ARE FOUR SUBMISSION DEADLINES EACH YEAR, USUALLY IN MARCH, JUNE, SEPTEMBER AND DECEMBER.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
WITH THE EXCEPTION OF OUR COMMUNITY ARTS PROGRAM, THE FOUNDATION DOES NOT ACCEPT UNSOLICITED GRANT PROPOSALS. THE COMMUNITY ARTS PROGRAM SERVES ONLY NONPROFIT ARTS-SERVING ORGANIZATIONS LOCATED IN AND DOING THEIR WORK IN SAN FRANCISCO, CONTRA COSTA AND ALAMEDA COUNTIES. ACTIVITIES FUNDED CANNOT BE FUNDRAISERS OR BENEFITS, AND MUST BE OPEN TO THE GENERAL PUBLIC. SEE HTTP://ZFF.ORG/APPLY/GUIDELINES FOR FURTHER INFORMATION.
Form 990-PF (2023)
Form 990-PF (2023)
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

(SLASH) ART FOUNDATION

1150 25TH STREET
SAN FRANCISCO,CA94107 		NONE POF GENERAL OPERATING SUPPORT 10,000

ACCION LATINA

2958 - 24TH STREET
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

AFRICAN ADVOCACY NETWORK

3106 FOLSOM STREET
SAN FRANCISCO,CA94110 		NONE PC TO SUPPORT THE GENERAL OPERATIONS 40,000

ALI AKBAR COLLEGE OF MUSIC

215 WEST END AVENUE
SAN RAFAEL,CA94901 		NONE PC GENERAL OPERATING SUPPORT 5,000

ALLIANCE FOR GIRLS

PO BOX 27168
OAKLAND,CA94602 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

ALTERNATIVE THEATER ENSEMBLE

PO BOX 150659
SAN RAFAEL,CA94915 		NONE PC GENERAL OPERATING SUPPORT 5,000

ALTERNATIVE THEATER ENSEMBLE

PO BOX 150659
SAN RAFAEL,CA94915 		NONE PC GENERAL OPERATING SUPPORT 10,000

AMALGAMATED CHARITABLE FOUNDATION INC

1825 K STREET NW
WASHINGTON,DC20006 		NONE PC TO SUPPORT YOUTH POWER FUND 50,000

AMERICAN FRIENDS SERVICE COMMITTEE

1501 CHERRY STREET
PHILADELPHIA,PA19102 		NONE PC TO SUPPORT THE 67 SUEOS PROGRAM 50,000

AMERICAN FRIENDS SERVICE COMMITTEE

1501 CHERRY STREET
PHILADELPHIA,PA19102 		NONE PC GENERAL OPERATING SUPPORT 5,000

AMERICAN INDIAN CHILD RESOURCE CENTER

522 GRAND AVENUE
OAKLAND,CA94610 		NONE PC GENERAL OPERATING SUPPORT 5,000

ANNE BLUETHENTHAL AND DANCERS

3574 22ND STREET
SAN FRANCISCO,CA94114 		NONE PC GENERAL OPERATING SUPPORT 10,000

ART OF THE MATTER PERFORMANCE FOUNDATION

3435 CESAR CHAVEZ 210
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

ARTOGETHER

1200 HARRISON STREET
OAKLAND,CA94612 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF ARTOGETHER 50,000

ASIAN AMERICAN WOMEN ARTISTS ASSOCIATION

1890 BRYANT ST
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

ASIAN AMERICANS ADVANCING JUSTICE-ASIAN LAW CAUCUS

55 COLUMBUS AVE
SAN FRANCISCO,CA94111 		NONE PC TO SUPPORT EFFORTS TO EXPAND THE IMMIGRANT RIGHTS FIELD 60,000

ASIAN PACIFIC ISLANDER CULTURAL CENTER

934 BRANNAN STREET
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 10,000

ASIAN PACIFIC ISLANDER CULTURAL CENTER

934 BRANNAN STREET
SAN FRANCISCO,CA94103 		NONE PC ERIKA OBA 5,000

ASIAN PACIFIC ISLANDER CULTURAL CENTER

934 BRANNAN STREET
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 10,000

AUNT LUTE FOUNDATION (DBA AUNT LUTE BOOKS)

2180 BRYANT STREET
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

AURORA THEATRE COMPANY

2081 ADDISON STREET
BERKELEY,CA94704 		NONE PC GENERAL OPERATING SUPPORT 5,000

AXIS DANCE COMPANY

PO BOX 2627
BERKELEY,CA94702 		NONE PC GENERAL OPERATING SUPPORT 10,000

BAY AREA CREATIVE BAC

4135 FOREST HILL COURT
HAYWARD,CA94542 		NONE PC GENERAL OPERATING SUPPORT 10,000

BAY AREA GIRLS ROCK CAMP

1305 FRANKLIN STREET STE 510
OAKLAND,CA946128413 		NONE PC THE THINGS I WAS NEVER TOLD PRODUCTION COMMITTEE 5,000

BAY AREA JAZZ MOBILE

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC GENERAL OPERATING SUPPORT 5,000

BAY AREA MURAL PROGRAM INC

3463 SAN PABLO AVENUE
OAKLAND,CA94608 		NONE PC KISS MY BLACK ARTS COLLECTIVE 10,000

BEATS RHYMES AND LIFE INC

450 SANTA CLARA AVE
OAKLAND,CA94610 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF BEATS RHYMES AND LIFE, INC. 50,000

BECAUSE BLACK IS STILL BEAUTIFUL

562 14TH STREET
OAKLAND,CA94612 		NONE PC TO SUPPORT THE GENERAL OPERATIONS 90,000

BIRD & BECKETT CULTURAL LEGACY PROJECT

653 CHENERY STREET
SAN FRANCISCO,CA94131 		NONE PC GENERAL OPERATING SUPPORT 5,000

BLACK ARTS MOVEMENT AND BUSINESS DISTRICT COMMUNITY DEVELOPMENT CORP

1791 11TH STREET
OAKLAND,CA94602 		NONE PC TO SUPPORT BLACSPACE COOPERATIVE 50,000

BLACK CULTURAL ZONE COMMUNITY DEVELOPMENT CORPORATION

7101 FOOTHILL BOULEVARD
OAKLAND,CA94605 		NONE PC TO SUPPORT A COALITION OF LOCAL ARTISTS, RESIDENTS, GOVERNMENT AGENCIES, CHURCHES, AND GRASSROOTS ORGANIZING AND COMMUNITY GROUPS 35,000

BLACK JOY PARADE

PO BOX 2757
OAKLAND,CA94602 		NONE PC GENERAL OPERATING SUPPORT 10,000

BLACK ORGANIZING PROJECT INC

1035 W GRAND AVE
OAKLAND,CA94619 		NONE PC TO SUPPORT THE GENERAL OPERATIONS 50,000

BRAVA FOR WOMEN IN THE ARTS

2781 24TH STREET
SAN FRANCISCO,CA94110 		NONE PC BLACK ARTISTS CONTEMPORARY CULTURAL EXPERIENCE 10,000

BRAVA FOR WOMEN IN THE ARTS

2781 24TH STREET
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

BRAVA FOR WOMEN IN THE ARTS

2781 24TH STREET
SAN FRANCISCO,CA94110 		NONE PC LA LENGUA TEATRO EN ESPAOL 10,000

BRAVA FOR WOMEN IN THE ARTS

2781 24TH STREET
SAN FRANCISCO,CA94110 		NONE PC CUICACALLI DANCE COMPANY 10,000

BRAVA FOR WOMEN IN THE ARTS

2781 24TH STREET
SAN FRANCISCO,CA94110 		NONE PC LARRY THE MUSICAL 5,000

CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE

1999 HARRISON STREET 1800
OAKLAND,CA94612 		NONE PC TO SUPPORT THE GENERAL OPERATIONS 75,000

CALIFORNIA IMMIGRANT POLICY CENTER

634 S SPRING ST SUITE 600A
LOS ANGELES,CA90014 		NONE PC TO SUPPORT THE GENERAL OPERATIONS 50,000

CALIFORNIA SHAKESPEARE THEATER

100 CALIFORNIA SHAKESPEARE WAY
SUITE C
ORINDA,CA94563 		NONE PC TO SUPPORT THE STAFFING AND BUILD OUT OF THE CAL SHAKES SCENE SHOP CONSORTIUM 25,000

CALIFORNIA SHAKESPEARE THEATER

100 CALIFORNIA SHAKESPEARE WAY
SUITE C
ORINDA,CA94563 		NONE PC NATIVE COMEDY FESTIVAL 5,000

CALIFORNIA SHAKESPEARE THEATER

100 CALIFORNIA SHAKESPEARE WAY
SUITE C
ORINDA,CA94563 		NONE PC NATIVE COMEDY FESTIVAL 10,000

CALIFORNIA SYMPHONY ORCHESTRA INC

100 PRINGLE AVENUE
WALNUT CREEK,CA94596 		NONE PC GENERAL OPERATING SUPPORT 10,000

CALIFORNIA YOUTH CONNECTION

1311 63RD STREET
EMERYVILLE,CA94608 		NONE PC TO SUPPORT BAY AREA YOUTH ORGANIZING 50,000

CALIFORNIANS FOR THE ARTS

1731 HOWE AVE 585
SACRAMENTO,CA95825 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 40,000

CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA

987 AIRWAY COURT
SANTA ROSA,CA95402 		NONE PC TO SUPPORT THE PROVISION OF IMMIGRATION LEGAL SERVICES IN SONOMA COUNTY 70,000

CENTER FOR EMPOWERED POLITICS EDUCATION FUND

1042 GRANT AVENUE 5TH FLOOR
SAN FRANCISCO,CA94133 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF THE CALIFORNIA HEALTHY SALON COLLABORATIVE. 60,000

CENTER FOR EMPOWERING REFUGEES AND IMMIGRANTS INC

544 INTERNATIONAL BLVD
OAKLAND,CA94606 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF CERI 50,000

CENTRAL STAGE

5221 CENTRAL AVE
RICHMOND,CA94804 		NONE PC TORANGE YEGHIAZARIAN ARTS 10,000

CENTRO LABORAL DE GRATON

2981 BOWEN STREET
GRATON,CA95444 		NONE PC TO SUPPORT THE GENERAL OPERATIONS 50,000

CHINESE FOR AFFIRMATIVE ACTION

17 WALTER U LUM PLACE
SAN FRANCISCO,CA94108 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF CHINESE FOR AFFIRMATIVE ACTION. 40,000

CHINESE FOR AFFIRMATIVE ACTION

17 WALTER U LUM PLACE
SAN FRANCISCO,CA94108 		NONE PC TO SUPPORT THE OPERATIONS OF ASIAN PRISONER SUPPORT COMMITTEE. 20,000

CLARION PERFORMING ARTS CENTER

2 WAVERLY PLACE
SAN FRANCISCO,CA94108 		NONE PC GENERAL OPERATING SUPPORT 5,000

COLEMAN CHILDREN AND YOUTH SERVICES

459 VIENNA STREET
SAN FRANCISCO,CA94112 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 75,000

COMMUNITIES UNITED FOR RESTORATIVE YOUTH JUSTICE

490 LAKE PARK AVENUE 16086
OAKLAND,CA94610 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 75,000

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

COMMUNITY WORKS WEST

110 BROADWAY
OAKLAND,CA94607 		NONE PC TO PROVIDE GENERAL SUPPORT FOR AN ORGANIZATION 50,000

CONTRA COSTA REGIONAL HEALTH FOUNDATION

50 DOUGLAS DRIVE 310A
MARTINEZ,CA94553 		NONE PC TO SUPPORT CONTRA COSTA OFFICE OF RACIAL EQUITY AND SOCIAL JUSTICE 50,000

CORPORATION OF THE FINE ARTS MUSEUMS

50 HAGIWARA TEA GARDEN DRIVE
SAN FRANCISCO,CA94118 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 2,500

COUNTERPULSE

80 TURK ST
SAN FRANCISCO,CA94102 		NONE PC CORNELIUS 10,000

COUNTERPULSE

80 TURK ST
SAN FRANCISCO,CA94102 		NONE PC OYSTERKNIFE 5,000

COUNTERPULSE

80 TURK ST
SAN FRANCISCO,CA94102 		NONE PC GENERAL OPERATING SUPPORT 10,000

CROSSPULSE

PO BOX 3388
OAKLAND,CA94609 		NONE PC MOTOR/DANCE 5,000

CROWDED FIRE THEATER COMPANY

1695 18TH STREET
SAN FRANCISCO,CA94107 		NONE PC GENERAL OPERATING SUPPORT 10,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC DETOUR 10,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC FESTIVAL OF LATIN AMERICAN CONTEMPORARY CHOREOGRAPHERS FLACC! 5,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC DOHEE LEE PURI ARTS 5,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC KATHLEEN HERMESDORF FRESH FESTIVAL 5,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC REYES DANCE 5,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC TINYPISTOL 5,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC KATHLEEN HERMESDORF FRESH FESTIVAL 10,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC MUD WATER THEATRE 10,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC DOHEE LEE PURI ARTS 5,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC FOG BEAST 5,000

DANCERS GROUP

44 GOUGH ST
SAN FRANCISCO,CA94103 		NONE PC DIA DEAR 5,000

DIAMANO COURA WEST AFRICAN DANCE CO

1428 ALICE STREET 201
OAKLAND,CA94612 		NONE PC GENERAL OPERATING SUPPORT 10,000

DIASPORA ARTS CONNECTION INC

463 CAMELBACK ROAD
PLEASANT HILL,CA94523 		NONE PC GENERAL OPERATING SUPPORT 10,000

DIMENSIONS DANCE THEATER INCORPORATED

1428 ALICE STREET 308
OAKLAND,CA94612 		NONE PC DANCING CY(I)PHERS 10,000

DRAG STORY HOUR

16 SHERMAN ST
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 10,000

EAST BAY AGENCY FOR CHILDREN

2828 FORD STREET
OAKLAND,CA94601 		NONE PC TO MAKE A NEW VIRTUAL TRAUMA INFORMED SYSTEMS TRAINING AVAILABLE AT NO COST TO A COHORT OF SMALL, GRASSROOTS ORGANIZATIONS IN THE BAY AREA 50,000

EAST BAY CENTER FOR THE PERFORMING ARTS

339 11TH STREET
RICHMOND,CA94801 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF EAST BAY CENTER FOR THE PERFORMING ARTS 50,000

EAST BAY CHILDREN'S LAW OFFICES INCORPORATED

80 SWAN WAY
OAKLAND,CA94621 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 40,000

EAST BAY COMMUNITY FOUNDATION

DE DOMENICO BUILDING
OAKLAND,CA94612 		NONE PC THIS GRANT CONTRIBUTES TO A POOLED FUND TO SUPPORT THE CITY OF OAKLAND AND THE MAYOR'S COMMUNITY ENGAGEMENT EFFORTS 75,000

EAST BAY COMMUNITY LAW CENTER

2921 ADELINE STREET
BERKELEY,CA94703 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

EAST BAY SANCTUARY COVENANT

2362 BANCROFT WAY
BERKELEY,CA94704 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 55,000

EASTSIDE ARTS ALLIANCE

P O BOX 17008
OAKLAND,CA94601 		NONE PC GENERAL OPERATING SUPPORT 10,000

ELLA BAKER CENTER FOR HUMAN RIGHTS

1419 34TH AVENUE SUITE 202
OAKLAND,CA94601 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 35,000

EXITHEATRE

156 EDDY ST
SAN FRANCISCO,CA94102 		NONE PC GENERAL OPERATING SUPPORT 5,000

FAMILY BUILDERS BY ADOPTION

1301 MARINA VILLAGE PARKWAY
ALAMEDA,CA94501 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

FICTIONAL ARTISTS CONTEMPORARY THEATRESAN FRANCISCO (FACTSF)

80 TURK ST
SAN FRANCISCO,CA94102 		NONE PC ISHAMI DANCE COMPANY 5,000

FIERCE ADVOCATES

312 9TH ST
RICHMOND,CA94801 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

FLOURISH AGENDA INC

1714 FRANKLIN ST
OAKLAND,CA94612 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

FLYAWAY PRODUCTIONS

1068 BOWDOIN STREET
SAN FRANCISCO,CA94134 		NONE PC GENERAL OPERATING SUPPORT 10,000

FRACTURED ATLAS INC

248 W 35TH ST FLOOR 10
NEW YORK,NY10001 		NONE PC MELISSA DOROTHY LEWIS WONG (THE SARDINE) 10,000

FREEDOM COMMUNITY CLINIC INC

3215 TELEGRAPH AVE
OAKLAND,CA94609 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

FRESH LIFELINES FOR YOUTH INC

568 VALLEY WAY
MILPITAS,CA95035 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

FRESH MEAT PRODUCTIONS

375 27TH STREET A
SAN FRANCISCO,CA94131 		NONE PC SAN FRANCISCO TRANSGENDER FILM FESTIVAL 10,000

GOLDEN THREAD PRODUCTIONS

1695 18TH STREET C101 ANNEX
SAN FRANCISCO,CA94107 		NONE PC GENERAL OPERATING SUPPORT 10,000

GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES

PO BOX 2178
PETALUMA,CA949532178 		NONE PC TO SUPPORT THE CALIFORNIA IMMIGRANT INTEGRATION INITIATIVE. 20,000

HIP HOP FOR CHANGE INC

515 55TH SUITE A
OAKLAND,CA94609 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF HIP HOP FOR CHANGE 40,000

IMMIGRANT LEGAL DEFENSE

1322 WEBSTER STREET
OAKLAND,CA94612 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

IMMIGRANT LEGAL RESOURCE CENTER

1458 HOWARD STREET
SAN FRANCISCO,CA94103 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 60,000

IMMIGRATION INSTITUTE OF THE BAY AREA

58 2ND STREET 3RD FLOOR
SAN FRANCISCO,CA94105 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 175,000

INDEPENDENT ARTS AND MEDIA

2830 20TH STREET SUITE 201
SAN FRANCISCO,CA94110 		NONE PC TO SUPPORT EL TIMPANO 50,000

INDEPENDENT ARTS AND MEDIA

2830 20TH STREET SUITE 201
SAN FRANCISCO,CA94110 		NONE PC TO SUPPORT A PROGRAM THAT USES HIP-HOP CULTURE AND ETHNIC STUDIES TO DEVELOP THE SOCIAL AND EMOTIONAL LEARNING 75,000

INDEPENDENT ARTS AND MEDIA

2830 20TH STREET SUITE 201
SAN FRANCISCO,CA94110 		NONE PC TO SUPPORT THE DANDELION ARTS FINANCE TRAINING PROJECT 25,000

INDEPENDENT ARTS AND MEDIA

2830 20TH STREET SUITE 201
SAN FRANCISCO,CA94110 		NONE PC BIENSTAR 10,000

INDEPENDENT ARTS AND MEDIA

2830 20TH STREET SUITE 201
SAN FRANCISCO,CA94110 		NONE PC CLARION ALLEY MURAL PROJECT 10,000

INDEPENDENT ARTS AND MEDIA

2830 20TH STREET SUITE 201
SAN FRANCISCO,CA94110 		NONE PC THE BLACK WOMAN IS GOD 5,000

INDEPENDENT ARTS AND MEDIA

2830 20TH STREET SUITE 201
SAN FRANCISCO,CA94110 		NONE PC ARTSCCC 10,000

INKBOAT

499 ALABAMA ST 112
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

INTERFAITH MOVEMENT FOR HUMAN INTEGRITY

310 8TH STREET SUITE 310
OAKLAND,CA94607 		NONE PC TO SUPPORT INTERFAITH MOVEMENT FOR HUMAN INTEGRITY'S WORK IN THE BAY AREA. 50,000

INTERMUSIC SF

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC DAVID JAMES'S GPS 10,000

INTERMUSIC SF

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC GENERAL OPERATING SUPPORT 10,000

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC SCHOOL OF THE GETDOWN 5,000

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC DEAR QUEER DANCER 10,000

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC TO SUPPORT THE ARTISTS ADAPTABILITY CIRCLES PROGRAM 40,000

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC FULLY TACTILE EXHIBITION 10,000

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC URBAN JAZZ DANCE 10,000

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC BLINKPOPSHIFT 5,000

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC SARAH MATSUI 10,000

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC MEKLIT MUSIC 10,000

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC TO SUPPORT THE ARTISTS ADAPTABILITY CIRCLES PROGRAM 25,000

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC TO SUPPORT MOVEMENT 20,000

JAMESTOWN COMMUNITY CENTER INC

2929 19TH STREET
SAN FRANCISCO,CA94110 		NONE PC LOCO BLOCO 5,000

JESS CURTISGRAVITY

849 DIVISADERO STE 4
SAN FRANCISCO,CA94117 		NONE PC SILK WORM 10,000

JESS CURTISGRAVITY

849 DIVISADERO STE 4
SAN FRANCISCO,CA94117 		NONE PC GENERAL OPERATING SUPPORT 5,000

JEWISH FAMILY AND COMMUNITY SERVICES EAST BAY

2484 SHATTUCK AVENUE
BERKELEY,CA94704 		NONE PC TO SUPPORT THE PROVISION OF IMMIGRATION LEGAL SERVICES AT JEWISH FAMILY AND COMMUNITY SERVICES EAST BAY. 40,000

KEARNY STREET WORKSHOP INC

1246 FOLSOM STREET
SAN FRANCISCO,CA94103 		NONE PC KIM ACEBO ARTECHE, ARTIST 10,000

KEARNY STREET WORKSHOP INC

1246 FOLSOM STREET
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 10,000

KULINTANG ARTS INC (KULARTS)

1010 MISSION STREET
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 10,000

KULTIVATE LABS

1010 MISSION ST
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 5,000

LA LUZ CENTER

17560 GREGER STREET
SONOMA,CA95476 		NONE PC TO SUPPORT THE GENERAL OPERATIONS 45,000

LA PEA CULTURAL CENTER

3105 SHATTUCK AVE
BERKELEY,CA94705 		NONE PC GENERAL OPERATING SUPPORT 15,000

LEGAL SERVICES FOR CHILDREN INC

1254 MARKET STREET
SAN FRANCISCO,CA94130 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

LEGAL SERVICES FOR PRISONERS WITH CHILDREN

4400 MARKET STREET OAKLAND
OAKLAND,CA94607 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 100,000

LIFE LEARNING ACADEMY

651 8TH STREET TREASURE ISLAND
OAKLAND,CA94612 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 100,000

LINCOLN

1266 14TH STREET
OAKLAND,CA94612 		NONE PC TO PROVIDE MATCHING SUPPORT FOR A FAMILY RESOURCE CENTER IN PITTSBURG, CA 50,000

MAGIC THEATRE INC

FORT MASON CENTER BUILDING D
SAN FRANCISCO,CA94123 		NONE PC GENERAL OPERATING SUPPORT 10,000

MANILATOWN HERITAGE FOUNDATION

868 KEARNY STREET
SAN FRANCISCO,CA94108 		NONE PC GENERAL OPERATING SUPPORT 10,000

MONUMENT IMPACT

1760 CLAYTON RD
CONCORD,CA94520 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF MONUMENT IMPACT 50,000

MONUMENT IMPACT

1760 CLAYTON RD
CONCORD,CA94520 		NONE PC TO SUPPORT THE H.O.M.E.S. STORYTELLING PROJECT 30,000

MOVEMENT STRATEGY CENTER

1625 CLAY STREET 6TH FLOOR
OAKLAND,CA94612 		NONE PC TO SUPPORT URBAN PEACE MOVEMENT - OAKLAND 50,000

MOVEMENT STRATEGY CENTER

1625 CLAY STREET 6TH FLOOR
SAN FRANCISCO,CA94110 		NONE PC TO SUPPORT A FULL SERVICE CAREER TECHNICAL EDUCATION (CTE) HUB IN OAKLAND. 50,000

MOZART YOUTH CAMERATA INC DBA MUSAICS OF THE BAY

401 FLORENCE AVE
OAKLAND,CA94618 		NONE PC GENERAL OPERATING SUPPORT 5,000

MUJERES UNIDAS Y ACTIVAS

3543 18TH ST 23
OAKLAND,CA94609 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 90,000

NA LEI HULU I KA WEKIU HULA HALAU

153 BRADFORD STREET
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

NATIONAL CENTER FOR YOUTH LAW

1212 BROADWAY SUITE 600
WASHINGTON,DC20036 		NONE PC TO SUPPORT TRANSFORMING SYSTEMS TO IMPROVE OUTCOMES FOR BAY AREA YOUTH 70,000

NATIONAL INSTITUTE FOR CRIMINAL JUSTICE REFORM

4900 SHATTUCK AVNUE 3817
OAKLAND,CA94607 		NONE PC TO SUPPORT NEIGHBORHOOD OPPORTUNITY AND ACCOUNTABILITY BOARD 75,000

NEW APOLLO YOUTH SYMPHONY ORCHESTRA

1176 UNIVERSITY AVENUE
BERKELEY,CA94702 		NONE PC GENERAL OPERATING SUPPORT 10,000

NEW PERFORMANCE TRADITIONS

55 TAYLOR STREET
SAN FRANCISCO,CA94102 		NONE PC LISA MEZZACAPPA 10,000

NEW VENTURE FUND

1829 L STREET NW
BERKELEY,CA94704 		NONE PC TO SUPPORT A PUBLIC/PRIVATE COALITION-BUILDING EFFORT 100,000

NIAD

510 23RD ST
RICHMOND,CA94804 		NONE PC GENERAL OPERATING SUPPORT 10,000

NORTHERN CALIFORNIA GRANTMAKERS

160 SPEAR ST
SAN FRANCISCO,CA94105 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 25,000

NORTHERN CALIFORNIA GRANTMAKERS

160 SPEAR ST
SAN FRANCISCO,CA94105 		NONE PC TO SUPPORT THE ARTS LOAN FUND 10,000

OAKLAND PARKS AND RECREATION FOUNDATION

PO BOX 13267
OAKLAND,CA94661 		NONE PC AFROCENTRIC OAKLAND 5,000

OAKLAND UNIFIED SCHOOL DISTRICT

1000 BROADWAY SUITE 680
SAN FRANCISCO,CA94104 		NONE GOV TO SUPPORT OAKLAND INTERNATIONAL HIGHSCHOOL AS IT WORKS WITH IMMIGRANT STUDENTS AND THEIR FAMILIES. 50,000

OAKLASH

1540 JACKSON STREET 113
OAKLAND,CA94612 		NONE PC GENERAL OPERATING SUPPORT 5,000

OAKTOWN JAZZ WORKSHOPS

55 WASHINGTON
OAKLAND,CA94607 		NONE PC GENERAL OPERATING SUPPORT 10,000

OASIS ARTS INC

2947 HARRISON STREET
SAN FRANCISCO,CA94110 		NONE PC BLACK BENATAR'S BLACK MAGIC CABARET 10,000

OASIS LEGAL SERVICES

1900 ADDISON STREET
PACIFICA,CA94044 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 55,000

OLD SKOOL CAFE

1429 MENDELL ST
SAN FRANCISCO,CA94121 		NONE PC GENERAL OPERATING SUPPORT 5,000

ONEJUSTICE

433 CALIFORNIA STREET SUITE 815
BERKELEY,CA94704 		NONE PC TO SUPPORT ONEJUSTICE'S PILOT PROJECT THAT WILL HELP MAXIMIZE THE IMPACT OF IMMIGRATION LEGAL SERVICES ORGANIZATIONS. 10,000

OPERA PARALLELE

44 PAGE ST
SAN FRANCISCO,CA94102 		NONE PC GENERAL OPERATING SUPPORT 10,000

PACIFIC JUVENILE DEFENDER CENTER

446 OLD COUNTY ROAD SUITE 100
BERKELEY,CA94702 		NONE PC TO SUPPORT A BOARD AND STAFF RETREAT 5,000

PARANGAL DANCE COMPANY

6112 CALIFORNIA STREET APT 2
SAN FRANCISCO,CA94121 		NONE PC GENERAL OPERATING SUPPORT 10,000

PARTNERSHIPS FOR TRAUMA RECOVERY

2526 MARTIN LUTHER KING JR WAY
SAN FRANCISCO,CA941430000 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

PETALUMA CITY SCHOOLS

MCDOWELL SCHOOL FAMILY RESOURCE
CENTER
PETALUMA,CA94954 		NONE PC TO SUPPORT THE MCDOWELL FAMILY RESOURCE CENTER 60,000

PHILANTHROPIC VENTURES FOUNDATION

1222 PRESERVATION PARK WAY
OAKLAND,CA94612 		NONE PC TO SUPPORT OAKSTOP 50,000

PIEDMONT EAST BAY CHILDREN'S CHOIR

3629 GRAND AVENUE
OAKLAND,CA94610 		NONE PC GENERAL OPERATING SUPPORT 5,000

PLAYWRIGHTS FOUNDATION INC

1616 16TH ST
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 10,000

PLAYWRIGHTS FOUNDATION INC

1616 16TH ST
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 5,000

PRECITA EYES MURALISTS

2981 24TH STREET
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 5,000

PRIORITY AFRICA NETWORK

1440 KAINS AVENUE
RICHMOND,CA94806 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 40,000

PRO ARTS INC

150 FRANK H OGAWA PLAZA
OAKLAND,CA94612 		NONE PC DREAM FARM COMMONS 10,000

PUT UR PLAY ON FOUNDATION

2555 LONGVIEW DRIVE
SAN LEANDRO,CA94577 		NONE PC GENERAL OPERATING SUPPORT 5,000

QCC THE CENTER FOR LESBIAN GAY BISEXUAL TRANSGENDER ART & CULTURE

762 FULTON STREET
SAN FRANCISCO,CA94102 		NONE PC CHRYSALIS STUDIO 5,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

EXTRAMURAL FUNDS ACCOUNTING
BERKELEY,CA947201103 		NONE PC TO SUPPORT CAL PERFORMANCES GENERAL OPERATIONS 60,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO

490 ILLINOIS STREET 4TH FLOOR
SAN FRANCISCO,CA94117 		NONE GOV TO SUPPORT THE GENERAL OPERATIONS OF THE HEALTH AND HUMAN RIGHTS INITIATIVE. 75,000

RICHMOND COMMUNITY FOUNDATION

3260 BLUME DRIVE SUITE 110
SACRAMENTO,CA95833 		NONE PC TO SUPPORT A GROUP OF COMMUNITY MEMBERS PUSHING THE CITY OF RICHMOND TO INVEST IN LIFE-AFFIRMING RESOURCES AND SERVICES RESIDENTS NEED TO THRIVE 40,000

RICHMOND COMMUNITY FOUNDATION

3260 BLUME DRIVE SUITE 110
RICHMOND,CA94806 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF THE RICHMOND COMMUNITY FOUNDATION 50,000

RICHMOND MAIN STREET INITIATIVE

1600 NEVIN PLAZA
RICHMOND,CA94801 		NONE PC GENERAL OPERATING SUPPORT 5,000

RYSE INC

205 41ST STREET
RICHMOND,CA948052321 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 75,000

SAFE & SOUND

1757 WALLER STREET
RICHMOND,CA94805 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 75,000

SAN FRANCISCO BALLET ASSOCIATION

455 FRANKLIN STREET
SAN FRANCISCO,CA94102 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 2,500

SAN FRANCISCO BAY AREA THEATRE COMPANY

BRAVA CENTER FOR THE ARTS
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

SAN FRANCISCO BOTANICAL GARDEN SOCIETY AT STRYBING ARBORETUM

1199 9TH AVENUE
SAN FRANCISCO,CA94122 		NONE PC TO SUPPORT THE MAINTENANCE OF THE JEANNIE B. ZELLERBACH GARDEN 10,000

SAN FRANCISCO CENTER FOR THE BOOK

375 RHODE ISLAND STREET
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 5,000

SAN FRANCISCO CONTEMPORARY MUSIC PLAYERS

3701 SACRAMENTO STREET 496
SAN FRANCISCO,CA94118 		NONE PC GENERAL OPERATING SUPPORT 5,000

SAN FRANCISCO OPERA ASSOCIATION

301 VAN NESS AVENUE
SAN FRANCISCO,CA94102 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 2,500

SAN FRANCISCO SYMPHONY

DAVIES SYMPHONY HALL
SAN FRANCISCO,CA94102 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 2,500

SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC

PO BOX 4569
ARCATA,CA95518 		NONE PC BAY AREA AMERICAN INDIAN TWO-SPIRITS (BAAITS) 10,000

SEW PRODUCTIONS INC DBA LORRAINE HANSBERRY THEATRE

762 FULTON STREET
SAN FRANCISCO,CA94115 		NONE PC TO SUPPORT THE CHRISTMAS HOLIDAY GOSPEL CONCERT 10,000

SHAKESPEARE-SAN FRANCISCO

1560 DAVIDSON AVENUE
SAN FRANCISCO,CA94124 		NONE PC GENERAL OPERATING SUPPORT 5,000

SHAWL-ANDERSON MODERN DANCE CENTER

2704 ALCATRAZ AVE
BERKELEY,CA94705 		NONE PC GENERAL OPERATING SUPPORT 10,000

SHAWL-ANDERSON MODERN DANCE CENTER

2704 ALCATRAZ AVE
BERKELEY,CA94705 		NONE PC JULIE CROTHERS 5,000

SHIPYARD TRUST FOR THE ARTS

101 HORNE AVE
SAN FRANCISCO,CA94124 		NONE PC GENERAL OPERATING SUPPORT 10,000

SHOTGUN PLAYERS INC

1901 ASHBY AVE
BERKELEY,CA94703 		NONE PC GENERAL OPERATING SUPPORT 10,000

SHOTGUN PLAYERS INC

1901 ASHBY AVE
BERKELEY,CA94703 		NONE PC LEIGH RONDON-DAVIS 10,000

SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT

1321 GARDEN HWY
RICHMOND,CA94805 		NONE PC TO SUPPORT A STATEWIDE ALLIANCE OF LOCAL ORGANIZATIONS WORKING TO TRANSFORM THE YOUTH JUSTICE SYSTEM. 20,000

SMALL PRESS TRAFFIC LITERARY ARTS CENTER

1111 8TH STREET
SAN FRANCISCO,CA94107 		NONE PC TO SUPPORT THE ONGOING DEVELOPMENT OF THE BACK ROOM PUBLISHING PROGRAM 20,000

SOCIAL GOOD FUND INC

12651 SAN PABLO AVE 5473
RICHMOND,CA94805 		NONE PC BAY PEACE: BETTER ALTERNATIVES FOR YOUTH 5,000

SOCIAL GOOD FUND INC

12651 SAN PABLO AVE 5473
RICHMOND,CA94805 		NONE PC TO SUPPORT CONTRA COSTA IMMIGRANT RIGHTS ALLIANCE 50,000

SOCIAL GOOD FUND INC

12651 SAN PABLO AVE 5473
RICHMOND,CA94805 		NONE PC PEACOCK REBELLION 5,000

SOCIAL GOOD FUND INC

12651 SAN PABLO AVE 5473
SAN FRANCISCO,CA94102 		NONE PC TO SUPPORT IMMIGRANT DEFENSE ADVOCATES 40,000

SOCIAL GOOD FUND INC

12651 SAN PABLO AVE 5473
SAN BRUNO,CA94066 		NONE PC TO SUPPORT SAFE RETURN PROJECT 50,000

SOMARTS

934 BRANNAN STREET
SAN FRANCISCO,CA94103 		NONE PC TO SUPPORT THE STATE OF THE ARTS EVENT 12,500

TAHIRIH JUSTICE CENTER

881 SNEATH LANE SUITE 115
BRENTWOOD,CA94513 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF TAHIRIH JUSTICE CENTER. 50,000

TENANTS AND OWNERS DEVELOPMENT CORPORATION

230 FOURTH STREET
SAN FRANCISCO,CA94103 		NONE PC 6TH ON 7TH GALLERY 5,000

THE 500 CAPP STREET FOUNDATION DBA DAVID IRELAND HOUSE

500 CAPP STREET
SAN FRANCISCO,CA94110 		NONE POF COLLECTIVE ACTION STUDIO 15,000

THE 500 CAPP STREET FOUNDATION DBA DAVID IRELAND HOUSE

500 CAPP STREET
SAN FRANCISCO,CA94110 		NONE POF GENERAL OPERATING SUPPORT 5,000

THE DANCE BRIGADE

3316 24TH STREET
SAN FRANCISCO,CA94110 		NONE PC THE AFRICAN & AFRICAN AMERICAN PERFORMING ARTS COALITION 10,000

THE LAB SF

2948 16TH STREET
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 10,000

THE LITQUAKE FOUNDATION

342 ROME STREET
SAN FRANCISCO,CA94112 		NONE PC GENERAL OPERATING SUPPORT 5,000

THE UNIVERSITY CORPORATION SAN FRANCISCO STATE UNIVERSITY

1600 HOLLOWAY AVENUE
SAN FRANCISCO,CA94132 		NONE GOV GENERAL OPERATING SUPPORT 5,000

THEATRE BAY AREA

499 ALABAMA ST 450
SAN FRANCISCO,CA94110 		NONE PC TO SUPPORT THE SHARED ADMINISTRATIVE RESOURCES FOR THE BAY AREA THEATER COMMUNITY 25,000

THEATRE RHINOCEROS INCORPORATED

THEATRE RHINOCEROS/JOHNFISHER
SAN FRANCISCO,CA94117 		NONE PC GENERAL OPERATING SUPPORT 10,000

THEATREFIRST

1301 SHATTUCK AVENUE
BERKELEY,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

THREE GIRLS THEATRE COMPANY INC

1034 KEARNY STREET
SAN FRANCISCO,CA94133 		NONE PC GENERAL OPERATING SUPPORT 10,000

THREE THIRTY THREE ARTS

712 BANCROFT 278
WALNUT CREEK,CA94598 		NONE PC GENERAL OPERATING SUPPORT 10,000

TRUSTEES UNIVERSITY OF PENNSYLVANIA

3451 WALNUT STREET
PHILADELPHIA,PA19104 		NONE PC TO UPGRADE THE LIGHTING IN THE HAROLD L. ZELLERBACH THEATRE 50,000

UBUNTU THEATER PROJECT INC DBA OAKLAND THEATER PROJECT

1501 MARTIN LUTHER KING JR WAY
OAKLAND,CA94612 		NONE PC GENERAL OPERATING SUPPORT 10,000

UC HASTINGS FOUNDATION

UC HASTINGS COLLEGE OF THE LAW
OAKLAND,CA94612 		NONE PC TO SUPPORT THE CENTER FOR GENDER AND REFUGEE STUDIES AS IT WORKS TO PROMOTE AND PROTECT IMMIGRANT RIGHTS. 50,000

UNA INC

133 NEVADA ST
SAN FRANCISCO,CA94110 		NONE PC GENERAL OPERATING SUPPORT 10,000

VILLAGE COMMUNITY RESOURCE CENTER

633 VILLAGE DRIVE
SAN FRANCISCO,CA94107 		NONE PC TO SUPPORT THE GENERAL OPERATIONS OF VILLAGE COMMUNITY RESOURCE CENTER. 50,000

W HAYWOOD BURNS INSTITUTE

475 14TH STREET SUITE 800
OAKLAND,CA94609 		NONE PC TO SUPPORT ANALYSIS OF ALAMEDA COUNTY'S YOUTH JUSTICE BUDGET TO INFORM ADVOCACY EFFORTS OF THE FREE OUR KIDS COALITION. 30,000

WEST EDGE OPERA

1700 SHATTUCK AVE 312
BERKELEY,CA94709 		NONE PC GENERAL OPERATING SUPPORT 10,000

WEST EDGE OPERA

1700 SHATTUCK AVE 312
BERKELEY,CA94709 		NONE PC GENERAL OPERATING SUPPORT 10,000

WOMEN'S AUDIO MISSION

542-544 NATOMA STREET
SAN FRANCISCO,CA94103 		NONE PC GENERAL OPERATING SUPPORT 10,000

WORLD ARTS WEST

FORT MASON CENTER BUILDING D
SAN FRANCISCO,CA94123 		NONE PC GENERAL OPERATING SUPPORT 10,000

WORLD ARTS WEST

FORT MASON CENTER BUILDING D
SAN FRANCISCO,CA94123 		NONE PC KUGELPLEX 5,000

YOUNG WOMEN'S FREEDOM CENTER

832 FOLSOM STREET
SAN FRANCISCO,CA94107 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 75,000

YOUTH ALIVE

3300 ELM STREET
OAKLAND,CA94609 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 50,000

YOUTH LAW CENTER

832 FOLSOM STREET
SAN FRANCISCO,CA94107 		NONE PC TO PROVIDE GENERAL OPERATING SUPPORT 100,000

Z SPACE STUDIO

499 ALABAMA ST SUITE 450
SAN FRANCISCO,CA94110 		NONE PC WALKING CINEMA 5,000

Z SPACE STUDIO

499 ALABAMA ST SUITE 450
SAN FRANCISCO,CA94110 		NONE PC WORD FOR WORD PERFORMING ARTS COMPANY 10,000

Z SPACE STUDIO

499 ALABAMA ST SUITE 450
SAN FRANCISCO,CA94110 		NONE PC QUEER CAT PRODUCTION 10,000

ZACCHO SF

1777 YOSEMITE AVE 330
SAN FRANCISCO,CA94124 		NONE PC GENERAL OPERATING SUPPORT 10,000
Total .................................right arrow 3a 6,092,500
bApproved for future payment

AMALGAMATED CHARITABLE FOUNDATION
1825 K ST NW
WASHINGTON,DC20006 		NONE PC TO SUPPORT THE YOUTH POWER FUND 50,000

CURYJ
490 LAKE PARK AVENUE 16086
OAKLAND,CA94610 		NONE PC GENERAL SUPPORT FOR CURYJ 150,000

ELLA BAKER CENTER FOR HUMAN RIGHTS
1419 34TH AVENUE SUITE 202
OAKLAND,CA94601 		NONE PC GENERAL SUPPORT FOR ELLA BAKER CENTER 65,000

IMMIGRATION INSTITUTE OF THE BAY AREA
58 2ND STREET 3RD FLOOR
SAN FRANCISCO,CA94105 		NONE PC GENERAL OPERATING SUPPORT 340,000

LIFE LEARNING ACADEMY
651 8TH STREET
SAN FRANCISCO,CA94130 		NONE PC GENERAL SUPPORT FOR LIFE LEARNING ACADEMY 200,000

NATIONAL CENTER FOR YOUTH LAW
405 14TH STREET 15TH FLOOR
OAKLAND,CA94612 		NONE PC TRANSFORMING SYSTEMS TO IMPROVE OUTCOMES FOR BAY AREA YOUTH 50,000

OAKLAND UNIFIED SCHOOL DISTRICT
1000 BROADWAY SUITE 680
OAKLAND,CA94607 		NONE GOV OAKLAND INTERNATIONAL HIGH SCHOOL WELLNESS, EQUITY & BELONGING PROJECT 100,000

REGENTS UNIVERSITY OF CA AT BERKELEY
2195 HEARST AVE ROOM 130 MC1103
BERKELEY,CA947201103 		NONE GOV CAL PERFORMANCES GENERAL OPERATIONS 120,000

RYSE INC
205 41ST STREET
RICHMOND,CA94805 		NONE PC GENERAL SUPPORT FOR RYSE 150,000

SAN FRANCISCO BOTANICAL GARDEN SOCIETY AT STRYBING ARBORETUM
1199 9TH AVENUE
SAN FRANCISCO,CA94122 		NONE PC TO SUPPORT THE ZELLERBACH GARDEN 20,000

TRUSTEES UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH SERVICES
3451 WALNUT ST RM P-221 FRANKLIN
BLDG
PHILADELPHIA,PA191046205 		NONE PC PENN LIVE ARTS: UPGRADING THE LIGHTING IN THE HAROLD L. ZELLERBACH THEATRE 50,000
Total ................................. right arrow 3b 1,295,000
Form 990-PF (2023)
Form 990-PF (2023)
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 ....   3,489 14 669,079  
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 .....   127,882 14 411,405  
8 Gain or (loss) from sales of assets other than
inventory ............ 		  49,173 18 7,639,177  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 180,544 8,719,661 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,900,205
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
Name of the organization
THE ZELLERBACH FAMILY FOUNDATION
 
Employer identification number

94-6069482
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE ZELLERBACH FAMILY FOUNDATION
  		Employer identification number
94-6069482
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
DEAN & MARGARET LESHER FOUNDATION
 
1333 N CALIFORNIA BLVD 575
 
WALNUT CREEK, CA94596

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
SAN FRANCISCO FOUNDATION
 
ONE EMBARCADERO CENTER SUITE 1400
 
SAN FRANCISCO, CA94111

$ 155,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
THE WILLIAM AND FLORA HEWLETT FOUNDATION
 
2121 SAND HILL ROAD
 
MENLO PARK, CA94025

$ 180,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE ZELLERBACH FAMILY FOUNDATION
  		Employer identification number

94-6069482
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
 
$    
(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
 
$    
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE ZELLERBACH FAMILY FOUNDATION
  		Employer identification number

94-6069482
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 65,805 23,032   42,773

TY 2023 DistributionFromCorpusElection
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Election:
PURSUANT TO IRC SECTION 4942(H)(2) AND IRC SECTION 53.4942(A)-3(D)(2), THE ZELLERBACH FAMILY FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $180,000 AS BEING MADE OUT OF CORPUS TO SATISFY THE REQUIREMENTS OF IRC SECTION 4942(G)(3).ALLISON MAGEE__________________________________SIGNATURE OF OFFICER

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Name of Stock End of Year Book Value End of Year Fair Market Value
WELLINGTON-CAPITAL APPRECIATION 5,464,252 5,464,252
CEVIAN CAPITAL II FUND 3,824,381 3,824,381
ARROWSTREET 7,026,626 7,026,626
HILLHOUSE GAOLING 3,487,565 3,487,565
CITY OF LONDON EMERGING MARKETS 3,730,149 3,730,149
SILCHESTER INTERNATIONAL INVESTORS 7,811,707 7,811,707
MELLON DYNAMIC US EQUITY 4,970,860 4,970,860
SNYDER CAPITAL 5,783,037 5,783,037
DODGE & COX INCOME FUND 5,461,333 5,461,333
THE CHILDREN'S INVESTMENT FUND 4,430,250 4,430,250
1607 CAPITAL BOND FUND LP 4,149,234 4,149,234
ISHARES MSCI EM EX CHINA ETF 1,157,847 1,157,847

TY 2023 InvestmentsGovtObligationsSch
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
US Government Securities - End of Year Book Value:

8,365,347
US Government Securities - End of Year Fair Market Value:

8,365,347
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COMMONFUND VENTURE PARTNERS X FMV 3,870,415 3,870,415
COMMONFUND PRIVATE EQUITY PTRS VII FMV 430,223 430,223
COMMONFUND PRIVATE EQUITY PTRS VI FMV 5,806 5,806
COMMONFUND INTERNATIONAL VI FMV 149,546 149,546
COMMONFUND NATURAL RESOURCES VIII FMV 577,111 577,111
COMMONFUND NATURAL RESOURCES VII FMV 168,092 168,092
COMMONFUND NATURAL RESOURCES IX FMV 1,455,021 1,455,021
COMMONFUND VENTURE PARTNERS XI FMV 2,049,435 2,049,435
COMMONFUND NATURAL RESOURCES X FMV 1,649,662 1,649,662
COMMONFUND VENTURE PTRS VII FMV 181,578 181,578
COMMUNFUND VENTURE PARTNERS VI FMV 141 141
DAVIDSON KEMPNER INTERNATIONAL FMV 5,357,230 5,357,230
GREENSPRING GLOBAL VIII FMV 2,617,532 2,617,532
LEGACY VENTURES IV FMV 245,559 245,559
COMMONFUND VENTURE PTRS VIII FMV 554,560 554,560
COMMONFUND CAPITAL VENTURE PTRS IX FMV 1,355,978 1,355,978
TIFF REALTY & RESOURCES II FMV 83,785 83,785
ACCOLADE PARTNERS VI FMV 1,714,177 1,714,177
UNIVERSITY TECHNOLOGY VENTURES FMV 7,749 7,749
VISION RIDGE SAF II FMV 1,008,408 1,008,408
MANGROVE PARTNERS FUND FMV 4,143,040 4,143,040
CLEAR VENTURES II FMV 763,695 763,695
ACCOLADE PARTNERS VII FMV 4,154,196 4,154,196
GREENSPRING GLOBAL IX FMV 2,437,914 2,437,914
NORTHGATE VENTURE PARTNERS II FMV 351,714 351,714
VIA SEED TECHNOLOGY PARTNERS II FMV 1,221,304 1,221,304
LL CAPITAL II FMV 1,170,923 1,170,923
VIA SEED TECH PARTNERS III P FMV 631,335 631,335
TIFF MODERN VENTURE 1.0 FMV 1,595,514 1,595,514
LEGACY VENTURES VI FMV 1,535,353 1,535,353
VIA SEED TECH PARTNERS III E FMV 1,158,406 1,158,406
METROPOLITAN REAL ESTATE GLOBAL FMV 37,524 37,524
LL CAPITAL I FMV 629,371 629,371
LEGACY VENTURES V FMV 814,606 814,606
57 STARS GLOBAL OPPORTUNITY 4 FMV 1,385,676 1,385,676
ACCOLADE PARTNERS IV FMV 927,502 927,502
ACCOLADE PARTNERS V FMV 1,663,931 1,663,931
BSP SPECIAL SITUATIONS FMV 630,282 630,282
57 STARS GLOBAL OPPORTUNITY 3 FMV 1,447,748 1,447,748
LLCP I FOLLOW-ON FMV 25,304 25,304
GREENSPRING GLOBAL X FMV 679,067 679,067
1607 CAPITAL IEF FMV 7,643,706 7,643,706
NITORUM FMV 676,234 676,234
MAP HERITAGE FMV 1,096,874 1,096,874
ACCOLADE PARTNERS VIII FMV 1,375,443 1,375,443
ACCOLADE PARTNERS IX FMV 110,742 110,742
ACCOLADE GROWTH II FMV 513,114 513,114
BERTRAM GROWTH CAPITAL IV FMV 2,368,161 2,368,161
CB OFFSHORE EQUITY X FMV 1,340,453 1,340,453
VISION RIDGE SAF III FMV 828,508 828,508
PRIME FINANCE III FMV 1,309,935 1,309,935
AC CARBON FMV 3,916,292 3,916,292
SECTION 32 FUND 5 FMV 166,588 166,588
ACCEL-KKR GROWTH IV & VII FMV 491,134 491,134
FARALLON CAPITAL F5 INVESTORS I FMV 1,087,250 1,087,250
HUDSON BAY INTERNATIONAL FMV 5,127,708 5,127,708
LYNX 1.5 (BERMUDA) FMV 905,524 905,524
ROW DIVERSIFIED 2X OFFSHORE FMV 847,636 847,636
ISAM VECTOR A & CENTERGATE CAPITAL PARTNERS II FMV 950,984 950,984

TY 2023 LegalFeesSchedule
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEE 18,915 0   18,915


TY 2023 OtherAssetsSchedule
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 31,734 31,734 31,734
PROGRAM RELATED INVESTMENTS 500,000 485,000 485,000
UNSETTLED TRANSACTIONS 1,670,449 7,538,464 7,538,464
RIGHT OF USE ASSET 507,563 1,805,709 0


TY 2023 OtherExpensesSchedule
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL DEVELOPMENT 11,150 0   11,150
OFFICE EXPENSES 8,335 833   7,501
SOFTWARE LICENSING FEES 34,516 0   34,516
TELEPHONE 14,420 1,805   12,615
BUSINESS INSURANCE 20,862 2,612   18,251
MEMBERSHIPS 20,100 0   20,100
ANNUAL MEETING 19,404 0   19,404


TY 2023 OtherIncomeSchedule2
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 574,287 252,326 574,287
OTHER INCOME -15,000 0 -15,000


TY 2023 OtherIncreasesSchedule
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Description Amount
UNREALIZED LOSS ON INVESTMENTS 3,545,502


TY 2023 OtherLiabilitiesSchedule
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAXES 400,901 365,326
LEASE LIABILITY 644,000 1,796,909


TY 2023 OtherProfessionalFeesSchedule
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 233,656 321,268   0
COMMUNITY ARTS PANEL 11,500 0   11,500
CONSULTING 341,608 0   341,608


TY 2023 TaxesSchedule
Name:
THE ZELLERBACH FAMILY FOUNDATION
EIN:
94-6069482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE AND INCOME TAXES 167,612 0   0
PAYROLL TAXES 78,248 9,793   68,455
PARTNERSHIP FOREIGN TAXES 0 105,843   0