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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 ST 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 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$168,686,266
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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 6,008,558 5,834,742  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,966,824
b Gross sales price for all assets on line 6a 92,398,006
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 94,857 497,074  
12 Total. Add lines 1 through 11........ 9,070,239 6,331,816  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 870,116 252,187   617,929
14 Other employee salaries and wages...... 6,418,053 108,524   3,716,823
15 Pension plans, employee benefits....... 1,152,490 88,535   1,030,059
16a Legal fees (attach schedule)......... 139,368 24,713 0 118,075
b Accounting fees (attach schedule)....... 239,105 93,935 0 93,934
c Other professional fees (attach schedule).... 949,164 233,596   702,591
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 28,835 27,097    
19 Depreciation (attach schedule) and depletion... 216,604    
20 Occupancy.............. 783,903 48,527   723,376
21 Travel, conferences, and meetings....... 947,167 29,481   963,052
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,438,649 684,010   2,492,459
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,183,454 1,590,605 0 10,458,298
25 Contributions, gifts, grants paid....... 50,832,707 51,521,350
26 Total expenses and disbursements. Add lines 24 and 25 65,016,161 1,590,605 0 61,979,648
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -55,945,922
b Net investment income (if negative, enter -0-) 4,741,211
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 545,947 5,128,185 5,128,185
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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.......... 140,168 158,686 158,686
10a Investments—U.S. and state government obligations (attach schedule) 146,620,665 Click to see attachment
List of Attached Documents:
// Content
99,812,132
99,812,132
b Investments—corporate stock (attach schedule).......      
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).......... 47,142,080 Click to see attachment
List of Attached Documents:
// Content
24,719,318
24,719,318
14 Land, buildings, and equipment: basis right arrow1,518,350
Less: accumulated depreciation (attach schedule) right arrow995,968 738,987 522,382 522,382
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
28,499,402
Click to see attachment
List of Attached Documents:
// Content
38,345,563
Click to see attachment
List of Attached Documents:
// Content
38,345,563
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 223,687,249 168,686,266 168,686,266
Liabilities 17 Accounts payable and accrued expenses.......... 5,687,455 6,834,107
18 Grants payable................. 16,650,379 12,347,115
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)    
23 Total liabilities (add lines 17 through 22)......... 22,337,834 19,181,222
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........... 201,349,415 149,505,044
25 Net assets with donor restrictions............    
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)..... 201,349,415 149,505,044
30 Total liabilities and net assets/fund balances (see instructions). 223,687,249 168,686,266
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
201,349,415
2
Enter amount from Part I, line 27a .....................
2
-55,945,922
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,101,551
4
Add lines 1, 2, and 3 ..........................
4
149,505,044
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
149,505,044
Form 990-PF (2024)
Form 990-PF (2024)
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 CAPITAL GAINS FROM 2024 K-1S P    
b PUBLICLY TRADED SECURITIES P    
c PORTFOLIO INVESTMENTS 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 6,403,161     6,403,161
b 84,020,748   82,244,986 1,775,762
c 1,974,097   17,012,494 -15,038,397
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       6,403,161
b       1,775,762
c       -15,038,397
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 -6,859,474
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 65,903
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 65,903
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 65,903
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 175,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 175,000
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 109,097
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow89,097 Refundedright arrow 11 20,000
Form 990-PF (2024)
Form 990-PF (2024)
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? Click to see list of attachments
List of Attached Documents:
// Content
....................
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
List of Attached Documents:
// Content
....
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.Click to see list of attachments
List of Attached Documents:
// Content
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 2024 or the taxable year beginning in 2024? 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 arrowHTTP://WWW.STUPSKI.ORG
14
The books are in care ofright arrowLORREE NOVOTNY Telephone no.right arrow (415) 655-4400

Located atright arrow90 NEW MONTGOMERY ST SUITE 1100SAN FRANCISCOCA ZIP+4right arrow941054551
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 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
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)
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
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
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
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
Deborah Alvarez-Rodreguez DIRECTOR
5.0
0 0 0
90 NEW MONTGOMERY ST STE 1100
SAN FRANCISCO,CA941054551
Keoni Lee DIRECTOR
5.0
0 0 0
90 NEW MONTGOMERY ST STE 1100
SAN FRANCISCO,CA941054551
GLEN GALAICH CHIEF EXECUTIVE OFFICER
40.0
572,000 65,748 0
90 NEW MONTGOMERY ST STE 1100
SAN FRANCISCO,CA941054551
JIM WIGGETT Director/Board Chair
10.0
0 0 0
90 NEW MONTGOMERY ST STE 1100
SAN FRANCISCO,CA941054551
MAIDA LYNN DIRECTOR/Secretary
5.0
0 0 0
90 NEW MONTGOMERY ST STE 1100
SAN FRANCISCO,CA941054551
LORREE NOVOTNY Treasurer
40.0
298,116 54,357 0
90 NEW MONTGOMERY ST STE 1100
SAN FRANCISCO,CA941054551
Marisa Hayase Director
5.0
0 0 0
90 NEW MONTGOMERY ST STE 1100
SAN FRANCISCO,CA941054551
Pia Infante Director
5.0
0 0 0
90 NEW MONTGOMERY ST STE 1100
SAN FRANCISCO,CA941054551
Richard Tate Director
5.0
0 0 0
90 NEW MONTGOMERY ST STE 1100
SAN FRANCISCO,CA941054551
Sam Cobbs Director
5.0
0 0 0
90 NEW MONTGOMERY ST 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
358,064 49,688 0
90 NEW MONTGOMERY
SAN FRANCISCO,CA941054551
DANIEL G TUTTLE DIRECTOR
40.0
347,881 55,137 0
90 NEW MONTGOMERY
SAN FRANCISCO,CA941054551
AILEEN SUZARA DIRECTOR
40.0
358,064 43,625 0
90 NEW MONTGOMERY
SAN FRANCISCO,CA941054551
GWYNETH D TRIPP DIRECTOR
40.0
229,320 41,496 0
90 NEW MONTGOMERY
SAN FRANCISCO,CA941054551
DEVONA J WILLIAMS CONTROLLER
40.0
217,047 51,856 0
90 NEW MONTGOMERY
SAN FRANCISCO,CA941054551
Total number of other employees paid over $50,000...................right arrow 12
Form 990-PF (2024)
Form 990-PF (2024)
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
PATRICK LEE Consultant 279,545
1383 14th Ave
SAN FRANCISCO,CA94122
Connery Consulting LLC Consultant 186,969
251 Post St Ste 310
SAN FRANCISCO,CA94108
Spitfire Strategies LLC Consultant 186,199
650 Massachusetts Ave NW Suite 600
WASHINGTON,DC20001
Pathstone Investment Advisor 152,018
One Maritime Plaza 6th Floor
SAN FRANCISCO,CA94111
BAKER TILLY ADVISORY GROUP LP Tax Accountant 118,780
Three Lagoon Drive Suite 400
REDWOOD CITY,CA94065
Total number of others receiving over $50,000 for professional services.............right arrow1
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 J 386,605
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 SEE ATTACHMENT K 10,000,000
2 SEE ATTACHMENT L 5,000,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
14,855,000
Total. Add lines 1 through 3.........................right arrow29,855,000
Form 990-PF (2024)
Form 990-PF (2024)
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
130,626,462
b
Average of monthly cash balances.......................
1b
2,035,537
c
Fair market value of all other assets (see instructions)................
1c
55,043,536
d
Total (add lines 1a, b, and c).........................
1d
187,705,535
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
187,705,535
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,815,583
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
184,889,952
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,244,498
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
9,244,498
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
65,903
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
12,090
c
Add lines 2a and 2b............................
2c
77,993
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,166,505
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
9,166,505
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
9,166,505
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
61,979,648
b
Program-related investments—total from Part VIII-B..................
1b
29,855,000
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
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
91,834,648
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 9,166,505
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 12,597,593
b From 2020...... 36,486,066
c From 2021...... 25,376,236
d From 2022...... 63,714,653
e From 2023...... 57,659,457
f Total of lines 3a through e ........ 195,834,005
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 91,834,648
a Applied to 2023, 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 2024 distributable amount..... 9,166,505
e Remaining amount distributed out of corpus 82,668,143
5 Excess distributions carryover applied to 2024.    
(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 5 278,502,148
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
12,597,593
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
265,904,555
10 Analysis of line 9:
a Excess from 2020.... 36,486,066
b Excess from 2021.... 25,376,236
c Excess from 2022.... 63,714,653
d Excess from 2023.... 57,659,457
e Excess from 2024.... 82,668,143
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

Elepaio Social Services

86-260 Farrington Highway
Waianae,HI96792
NONE PC To provide general operating support. 600,000

10000 Degrees

1650 Los Gamos Rd Suite 205
San Rafael,CA94903
NONE PC To support efforts to provide college access services to a majority of students in San Francisco Unified District high schools. 260,000

10000 Degrees

1650 Los Gamos Rd Suite 205
San Rafael,CA94903
NONE PC To support collaborative efforts among the San Francisco Unified School District and 10,000 Degrees by jointly assisting students through college barriers, encouraging student participation in college activities, and supporting student-serving staff. 45,000

50CAN

1380 Monroe St Northwest 413
Washington,DC20010
NONE PC To support the HawaiiKidsCAN project. 475,000

Agricultural Institute of Marin

2169 Francisco Blvd East Suite A
San Rafael,CA94901
NONE PC To support collaborative efforts in developing farmers markets incubator booths with a focus on elevating BIPOC, women, immigrant, and minority farmers. 192,500

Agroecology Commons

836 Marin Rd
El Sobrante,CA94803
NONE PC To provide general operating support. 100,000

Alameda Health System Foundation

55 Harrison St 6th Floor
Oakland,CA94607
NONE PC To support the Alameda Health System Palliative Care program efforts to assess key processes and outcomes. 54,000

Alameda Health System Foundation

350 Frank H Ogawa Plaza Suite 900
Oakland,CA94612
NONE PC To support the expansion of palliative care services. 1,400,000

Alameda Health System Foundation

350 Frank H Ogawa Plaza Suite 900
Oakland,CA94612
NONE PC To support the HealthPath work-based learning program. 200,000

All Hands on Deck Network

37 Bridge St Box 749
Northampton,MA01060
NONE NC To support education advancement through grants promoting nonpartisan voter education, voter engagement, issue advocacy, and community outreach. 250,000

ALS Network

PO Box 11284
Honolulu,HI96828
NONE PC To support programs and services that directly benefit residents of any Hawaii Neighbor Island. 50,000

Alzheimer's Association

2290 North First St Suite 101
San Jose,CA95131
NONE PC To support programs and services that directly benefit residents of any Hawaii Neighbor Island. 100,000

American Heart Association Inc

707 Richards St Suite 615
Honolulu,HI96813
NONE PC To support programs and services that directly benefit residents of any Hawaii Neighbor Island. 100,000

American Lung Association

1050 Queen St Suite 100
Honolulu,HI96814
NONE PC To support programs and services that directly benefit residents of any Hawaii Neighbor Island. 100,000

Appalachian Community Fund Inc

1405 E Magnolia Ave
Knoxville,TN37917
NONE PC To support the Appalachian Rekindling Project. 10,000

ArchCity Defenders

440 North 4th St Suite 390
St Louis,MO63102
NONE PC To support the Northside Center for Power and Transformation. 5,000

Asian Pacific Environmental Network

426 17th St Ste 500
Oakland,CA94612
NONE PC To provide general operating support. 200,000

Asian Pacific Fund

345 California St
San Francisco,CA94104
NONE PC To support the Accelerating Capacity for Transformation for Asian American, Native Hawaiian, and Pacific Islander Communities Program and support the 2024 gala. 57,500

Ayudando Latinos A Soar

636 Purissima St
Half Moon Bay,CA94019
NONE PC To sponsor cultural center groundbreaking. 5,000

Bayview Association for Youth

1201 Mendell St
San Francisco,CA94124
NONE PC To provide general operating support. 48,000

Bayview Hunters Point Multipurpose Senior Services

1753 Carroll Ave
San Francisco,CA94124
NONE PC To support the Adult Day Health program. 100,000

Black Cultural Zone

8321 International Blvd
Oakland,CA94621
NONE PC To support the conversion of two kitchens in Oakland's Arroyo Viejo Recreation Center into a food hub that will expand economic opportunities, living wage jobs, food security, and healthy food to East Oakland residents. 200,000

Black Women Birthing Justice

8421 Outlook Ave
Oakland,CA94605
NONE PC To provide general operating support. 75,000

Booker T Washington Community Service Center

800 Presidio Ave
San Francisco,CA94115
NONE PC To support the development of a community preservation and production kitchen that sources food from primarily Black farmers, and a community store that provides produce, raw ingredients, and meals free of charge. 200,000

Booker T Washington Community Service Center

800 Presidio Ave
San Francisco,CA94115
NONE PC To provide general operating support. 200,000

Borealis Philanthropy

PO Box 3295
Minneapolis,MN55403
NONE PC To support the Communities Transforming Policing Fund. 100,000

Boys & Girls Club of Maui Inc

100 Kanaloa Ave
Kahului,HI96732
NONE PC To provide general operating support. 550,000

Braven

100 N La Salle St Suite 310
Chicago,IL60602
NONE PC To provide general operating support. 300,000

BVM Capacity Building Institute Inc

3390 Stonewall Tell Rd Southwest
Atlanta,GA30349
NONE PC To provide general operating support. 100,000

BYP100 Education Fund

2501 Chatham Rd STE 4068
Springfield,IL62704
NONE PC To provide general operating support. 100,000

Cal State East Bay Educational Foundation

25800 Carlos Bee Blvd
Hayward,CA94542
NONE PC To support a more visible, accessible, and equitable advising system that enhances student engagement and success through space modernization, technology integration, continuous professional development, wellness initiatives, and comprehensive evaluation, with a focus on increasing retention and graduation rates, particularly among underrepresented students. 2,480,000

California Black Power Network

3553 Atlantic Ave Suite B
Long Beach,CA90807
NONE PC To provide general operating support. 300,000

California Budget & Policy Center

1107 9th St Suite 310
Sacramento,CA95814
NONE PC To sponsor the Policy Insights 2024 Conference. 5,000

California Community Foundation

221 South Figueroa St
Los Angeles,CA90012
NONE PC To support the Powerful Innovations for Voter Organizing and Transformation (PIVOT) project. 100,000

California Environmental Justice Alliance

1370 N St Andrews Place Suite C14
Los Angeles,CA90028
NONE PC To provide general operating support. 100,000

Ceeds of Peace

PO Box 235696
Honolulu,HI96823
NONE PC To support Hawaii Afterschool Alliance Community Schools Project and production of a resource booklet for the Community Schools program of the Hawaii Afterschool Alliance project. 205,100

Center for Asian American Media

145 9th St Ste 350
San Francisco,CA94103
NONE PC To sponsor CAAMFest 2024. 5,000

Center for Empowered Politics Education Fund

1212 Broadway Suite 700
Oakland,CA94612
NONE PC To support the Grassroots Democracy Initiative project. 500,000

Center for Tomorrow's Leaders

677 Ala Moana Blvd Ste 1100
Honolulu,HI96813
NONE PC To provide general operating support. 300,000

Chinese Progressive Association

1042 Grant Ave 5th Floor
San Francisco,CA94133
NONE PC To provide general operating, support the Black futures Lab project and support the San Francisco Rising project's leadership transition. 250,000

Circle of Life Connections

PO Box 6783
Albany,CA94706
NONE PC To support the Seed Stewards project. 100,000

ClimbHI

175 Nawiliwili St
Honolulu,HI96825
NONE PC To provide general operating support. 500,000

Coalition for Humane Immigrant Rights

2533 W 3rd St Suite 101
Los Angeles,CA900571096
NONE PC To provide general operating support. 300,000

Coleman Advocates for Children & Youth

459 Vienna St
San Francisco,CA94112
NONE PC To support the Students Making a Change program. 200,000

Collaborative Support Services

720 University Ave Suite 200
Los Gatos,CA95032
NONE PC To support the Commit to Keiki project and support the development of the Community-Based Kindergarten Readiness Continuum program serving Waimanalo and Puna rural communities. rural communities. 285,000

Common Counsel Foundation

1624 Franklin St 1022
Oakland,CA94612
NONE PC To support Movement for Black Lives (M4BL) project. 100,000

Community Alliance with Family Farmers Foundation

PO Box 363
Davis,CA95617
NONE PC To support the California Food and Farming Network project. 100,000

Community Clinic of Maui Inc

1881 Nani St
Wailuku,HI96793
NONE PC To provide general operating support. 800,000

Community First

PO Box 7158
Hilo,HI96720
NONE PC To provide sponsorship for the upcoming Hawaii Island Healthcare Conference. 10,000

Community Youth Center of San Francisco

1038 Post St
San Francisco,CA94109
NONE PC To support the API council project. 388,000

Compass and Keys

4400 Keller Ave 150
Oakland,CA94605
NONE PC To provide general operating support. 25,000

Continental Micronesia Inc

181 E Marine Corps Dr Suite 207
Agana,GU96910
NONE PC To support the Micronesia Climate Change Alliance project's Making Waves II Summit. 10,000

Coop Careers

1177 6th Ave
New York,NY10036
NONE PC To provide general operating support. 400,000

Daybreak Adult Care Centers

510 17th St Suite 200
Oakland,CA94612
NONE PC To support the creation of a replicable and scalable micro respite and memory care program, targeting caregivers and care receivers. 250,000

Deep Medicine Circle

1570 La Honda Rd
San Gregorio,CA94074
NONE PC To provide general operating support. 150,000

DevMission

360 Valencia St
San Francisco,CA94103
NONE PC To provide general operating support. 500,000

Diversity Uplifts

6371 Haven Ave
Rancho Cucamonga,CA91737
NONE PC To support the implementation of the Medi-Cal doula benefit and expansion of the doula workforce in the Bay Area. 250,000

Domestic Violence Action Center

PO Box 3198
Honolulu,HI96801
NONE PC To support programs and services that directly benefit residents of any Hawai'i Neighbor Island. 100,000

DreamOrg

436 14th St
Oakland,CA94612
NONE PC To provide general operating support. 400,000

Earth Island Institute Inc

2150 Allston Way Suite 460
Berkeley,CA94704
NONE PC To support the Castanea Fellowship project. 250,000

East Bay Community Foundation

200 Frank H Ogawa Plaza
Oakland,CA94612
NONE 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 Law Center

2921 Adeline St
Berkeley,CA94703
NONE PC To provide general operating support. 100,000

East Bay Consortium of Educational Institutions

PO Box 31674
Oakland,CA94604
NONE PC To support expansion to Ralph J. Bunche High students, enabling one-on-one counseling and targeted postsecondary support students, with a focus on increasing financial aid and postsecondary applications. 20,000

Easterseals Hawaii

710 Green St
Honolulu,HI96813
NONE PC To support programs and services that directly benefit residents of any Hawaii Neighbor Island. 100,000

Emerging Practitioners in Philanthropy

201 North Union St Ste 110
Alexandria,VA22314
NONE PC To provide general operating and sponsor the 2024 annual conference and support the conference scholarship fund. 397,500

EPIC Ohana Inc

1130 N Nimitz Hwy C210
Honolulu,HI96817
NONE PC To provide general operating support. 250,000

Equal Justice Society

1901 Harrison St
Oakland,CA94612
NONE PC To provide general operating support. 100,000

Erace the Hate

1000 Brickell Ave Suite 715 PMB 30
Miami,FL33131
NONE PC To sponsor the Giver's Revivial project's Tabernacle. 10,000

Esq Apprentice

PO Box 24152
Oakland,CA94623
NONE PC To provide general operating support. 250,000

Evolve CA Education Fund Inc

459 Fulton St Suite 207
San Francisco,CA94102
NONE PC To provide general operating support. 50,000

Feed The Hunger Fund

100 Montgomery St
San Francisco,CA94104
NONE PC To provide general operating support. 285,000

Filipino Advocates for Justice

310 8th St 309
Oakland,CA94607
NONE PC To provide general operating support. 100,000

First Nations Development Institute

2432 Main St 2nd Fl
Longmont,CO80501
NONE PC To support the California Tribal Fund's investment in the viability and visibility of California Tribal Nations, communities, and families. 500,000

Freedom Community Clinic

3215 Telegraph Ave 101
Oakland,CA94612
NONE PC To provide general operating support. 2,000,000

Funders for LGBTQ issues

45 West 36th St 8th Floor
New York,NY10018
NONE PC To sponsor the Pride in Philanthropy Awards Ceremony. 10,000

GLIDE Foundation

330 Ellis St
San Francisco,CA94102
NONE PC To support the Community Care Network and sponsor the Alabama Pilgrimage. 194,000

Grantmakers Concerned with Immigrants and Refugees

PO Box 1100
Sebastopol,CA95473
NONE PC To sponsor the 2024 National Convening. 5,000

Grantmakers for Effective Organizations

1310 L St Northwest Suite 650
Washington,DC20005
NONE PC To sponsor the GEO 2024 National Conference and support the Change Leaders in Philanthropy Fellowship. 115,000

Greater Kansas City Community Foundation

1055 Broadway Blvd Suite 130
Kansas City,MO64105
NONE PC To support the Food and Farm Communications Fund. 300,000

HUGS For Hawaiis Seriously Ill Children And Their

3636 Kilauea Ave
Honolulu,HI96816
NONE PC To support programs and services that directly benefit residents of any Hawai?i Neighbor Island. 100,000

Hana Health

4590 Hana Highway
Hana,HI96713
NONE PC To provide general operating support. 600,000

Hawaii Ulu Producers Cooperative

79-1017 E Honalo Rd
KailuaKona,HI96740
NONE NC To support education work to increase knowledge and use of culturally significant staple crops by disseminating education materials and classroom and cafeteria sampler boxes to schools. 250,000

Hawaii Good Food Alliance

PO Box 1334
Kaunakakai,HI96748
NONE PC To provide general operating support. 1,000,000

Hawaii Peoples Fund

PO Box 4163
Honolulu,HI96812
NONE PC To provide general operating support. 125,000

Hawaii Alliance for Progressive Action

PO Box 1534
Kapaa,HI96746
NONE PC To provide general operating support. 300,000

Hawaii Appleseed Center for Law and Economic

733 Bishop St Ste 1180
Honolulu,HI96813
NONE PC To provide general operating support. 300,000

Hawaii Chamber of Commerce Foundation

733 Bishop St Suite 1200
Honolulu,HI96813
NONE PC To support the Hawaii Chamber of Commerce's Sector Partnerships project. 85,000

Hawaii Childrens Action Network

850 Richards St 201
Honolulu,HI96813
NONE PC To provide general operating support. 300,000

Hawaii Children's Cancer Foundation

1814 Liliha St
Honolulu,HI96817
NONE PC To support programs and services that directly benefit residents of any Hawaii Neighbor Island. 100,000

Hawaii Community Foundation

827 Fort St Mall
Honolulu,HI96813
NONE PC To support the COFA Medicaid outreach and enrollment efforts of The Fund for Health Equity and support the Promising Minds initiative to increase the healthy development of Hawaii's young children. 450,000

Hawaii Farmers Union Foundation

PO Box 1532
Kapaa,HI96746
NONE PC To provide general operating support. 250,000

Hawaii Foodbank Inc

2611 Kilihau St
Honolulu,HI96819
NONE PC To provide general operating support. 500,000

Hawaii Institute of Pacific Agriculture

Pratt Rd
Kapaau,HI96755
NONE PC To provide general operating support. 175,000

Hawaii Investment Ready

44-527A Kaneohe Bay Drive
Kaneohe,HI96744
NONE PC To support a collaborative project aimed at advancing collective legislative and policy initiatives and advocacy, and strengthening network collaboration. 22,000

Hawaii Land Trust

1108 Fort St Mall Suite 4
Honolulu,HI96813
NONE PC To provide general operating support. 1,500,000

Hawaii Primary Care Association

1003 Bishop St
Honolulu,HI96813
NONE PC To sponsor the Hoola 2024 Conference. 15,000

Hawaii Public Health Institute

707 Richards St Ste 300
Honolulu,HI96813
NONE PC To provide general operating and support the Hawaii Community Health Workers Association program and the implementation of payment models for Community Health Workers' sustainability and support the Transforming Hawaii Food Systems Together statewide initiative. 940,000

Hawaii Public Radio

738 Kaheka St St 101
Honolulu,HI96814
NONE PC To sponsor locally-focused news and programming across a variety of platforms. 25,000

Hawaii Public Television Foundation

PO Box 29606
Honolulu,HI968202006
NONE PC To sponsor Mauka to Makai: Our Kuleana Climate Change Initiative. 8,000

Hawaii Science and Technology Museum

64 Keawe St
Hilo,HI96720
NONE PC To provide general operating and support the expansion of community outreach to increase STEM awareness and exposure within Hilo and its outlying communities on Hawai'i island. 300,000

Hawaii Wildfire Management Organization

65-1279 Kawaihae Rd
Waimea,HI96743
NONE PC To provide general operating support. 300,000

Help A Mother Out

101 Broadway Ave Suite 250
Oakland,CA94607
NONE PC To provide general operating support. 100,000

Highlander Research & Education Center Inc

1959 Highlander Way
New Market,TN37820
NONE PC To support the Southern Power Fund. 100,000

Honolulu Civil Beat Inc

3650 Waialae Ave 200
Honolulu,HI96816
NONE PC To provide general operating support. 300,000

Hospice Maui Inc

400 Mahalani St
Wailuku,HI96793
NONE PC To support the expansion of palliative care for a new home-based palliative care program serving Maui County, including the islands of Maui, Lanaii, and Molokai. 400,000

Housing Hawaii's Future

1008 Lunaai Pl
Kailua,HI96734
NONE PC To provide general operating support. 75,000

Iewe Hanau o ka Aina

94-1432 Hiki Ku St
Naalehu,HI96772
NONE PC To support the Ka'u Global Learning Lab project. 37,000

Imoyase Community Support Services

8726 South Sepulveda Blvd
Los Angeles,CA90045
NONE PC To support the making of the 400+ Years Documentary. 100,000

InAdvance

900 Alice St 320
Oakland,CA94607
NONE PC To provide general operating support. 175,000

Inquiring Systems

887 Sonoma Ave 23
Santa Rosa,CA95404
NONE PC To support the Feed Black Futures project. 75,000

Institute on Violence Abuse and Trauma

10065 Old Grove Rd
San Diego,CA92131
NONE PC To sponsor the Hawaii Summit on Violence Abuse and Trauma Across the Lifespan. 13,000

Iwikua

9935 Kaumualii Highway
Waimea,HI96796
NONE PC To provide general operating support. 133,000

Kalanihale

89-1831 Milolii Rd
Captain Cook,HI96704
NONE PC To support Milolii educational programming. 100,000

Kalihi Palama Health Center

915 North King St
Honolulu,HI96817
NONE PC To provide general operating support. 1,500,000

Kidango

44000 Old Warm Springs Blvd
Fremont,CA94538
NONE PC To provide general operating support. 100,000

Kinai Eha

42-470 Kalanianaole Highway
Kailua,HI96734
NONE PC To both continue and expand health and wellness programs for staff and program participants. 175,000

Kitchen Table Advisors

2150 Allston Way Suite 320
Berkeley,CA94704
NONE PC To provide general operating support. 500,000

Kakua Kalihi Valley Comprehensive Family Services

2239 N School St
Honolulu,HI96819
NONE PC To provide general operating support. 500,000

Kakulu Kumuhana O Anahola

P O Box 30891
Anahola,HI96703
NONE PC To provide general operating support. 100,000

Kumano I Ke Ala

PO Box 181
Waimea,HI96796
NONE PC To support Waimea High School project's staff wellness and deepen staff connections to aina and the moku of Kona. 90,000

KUPU

677 Ala Moana Blvd Suite 1200
Honolulu,HI96813
NONE PC To provide general operating and support the creation of pathways for postsecondary success in Hawaii and the broader Pacific through Kupu Aina Corps, a program matching displaced workers and recent graduates with jobs and training in natural resource management and sustainable agriculture. 88,000

Lahainaluna High School Foundation

PO Box 11617
Lahaina,HI96761
NONE PC To support Wildfire Relief for Lahainaluna High School students. 20,000

Lanai Academy of Performing Arts Inc

555 Fraser Ave
Lanai City,HI96763
NONE PC To provide general operating support. 31,250

Lanai Kina ole Inc

PO Box 630805
Lanai City,HI96763
NONE PC To provide general operating support. 100,000

led better inc

1311 Park St Suite 600
Alameda,CA94501
NONE PC To support the Energy Convertors project's core programs and student power-building initiatives. 75,000

LifeLong Medical Care

2344 Sixth St
Berkeley,CA94710
NONE PC To increase Lifelong Medical Care's capacity to provide primary palliative to the populations they serve. 334,000

Lotus Bloom

2800 Park Blvd
Oakland,CA94610
NONE PC To provide general operating support. 100,000

Ma Ka Hana Ka Ike

PO Box 968
Hana,HI96713
NONE PC To provide general operating support. 200,000

Maui Economic Development Board

1305 North Holopono St Suite 1
Kihei,HI96753
NONE PC To support the STEM works program and provide general operating support. 725,000

Maui Huliau Foundation

PO Box 977
HaikuPauwela,HI96708
NONE PC To provide general operating support. 100,000

Meals on Wheels of Alameda County (MOWAC)

1721 Broadway Suite 201
Oakland,CA94612
NONE PC To support the Senior Services Coalition of Alameda County project. 228,000

Mental Health Association in Hawaii Inc

1136 Union Mall Suite 208
Honolulu,HI96813
NONE PC To provide general operating support and support the 18th Annual Mental Health Awareness and Awards Celebration. 573,500

Michelson 20MM Foundation Inc

3000 S Robertson Blvd Suite 105
Los Angeles,CA90034
NONE POF To sponsor the Second Annual California Student Parent Summit and support the California Student Parent Pooled Fund. 15,000

Micronesians United - Big Island

PO Box 5451
Hilo,HI96720
NONE PC To support the Pacific Youth Empowerment for Success (PacYES) programming. 51,000

Movement Strategy Center

1625 Clay St Floor 6
Oakland,CA94612
NONE PC To support the HEAL Food Alliance project. 500,000

National Black Food & Justice Alliance

2860 Bob White Drive Southwest
Atlanta,GA30311
NONE PC To provide general operating support. 100,000

National Kidney Foundation of Hawaii

1314 S King St 1555
Honolulu,HI96814
NONE PC To support programs and services that directly benefit residents of any Hawai'i Neighbor Island. 100,000

North Bay Jobs with Justice

PO Box 427
Santa Rosa,CA95402
NONE PC To provide general operating support. 250,000

Northeastern University

360 Huntington Ave
Boston,MA02115
NONE PC To support the C2C Summer Youth Jobs Program. 25,000

Nourish California

1736 Franklin St Suite 550
Oakland,CA94612
NONE PC To provide general operating support. 400,000

Oakland Kids First

3700 E 12th St Suite 3
Oakland,CA94601
NONE PC To provide general operating support. 350,000

Oakland Public Education Fund

520 3rd St Suite 109
Oakland,CA94607
NONE PC To support The Center at Oakland Unified School District (OUSD) to develop a Business Plan for The Center's Environment, Food, and Garden programs, policies, and practices of OUSD; initiate an Advisory Council, and host the Bay Area's first Farm to School Convening. 100,000

Oakland Unified School District

1000 Broadway Suite 450
Oakland,CA94607
NONE GOV To support efforts to develop collaborative systems, professional development opportunities, and spaces among college and career access organizations to serve all students in Oakland Unified School District high schools. 260,000

On Lok Day Services

1333 Bush St
San Francisco,CA94109
NONE PC To support the build out of On Lok's Enhanced Care Management Program. 375,000

Parents and Children Together

1300 Halona St
Honolulu,HI96817
NONE PC To support programs and services that directly benefit residents of any Hawai?i Neighbor Island. 250,000

Partners in Development Foundation

2040 Bachelot St
Honolulu,HI96817
NONE PC To support the Kupa Aina Natural Farming program. 200,000

Pesticide Action Network North America

2029 University Ave Suite 200
Berkeley,CA94704
NONE PC To support the California Farmer Justice Collaborative project. 100,000

Philanthropic Ventures Foundation

1222 Preservation Park Way
Oakland,CA94612
NONE PC To sponsor the Perennial Sunflower project's Convening for White Men in Philanthropy Who Are Working to Advance Equity & Justice and support the Rise East initiative of the Oakland Thrives project. 650,000

Policy Impact

127 University Ave
Berkeley,CA94710
NONE PC To support the charitable purpose of the Third Plateau Social Impact Strategies, LLC project to hold nonpartisan convening spaces devoted to challenges facing American democracy. 50,000

Possibility Labs

1410 Franklin St Suite 135
San Francisco,CA94109
NONE PC To sponsor creative intiitatives through the charitable purpose of the BRTHRIGHT Inc. project and support the Leadership Learning Community Project's Holding Space Convening. 23,500

Power California

360 East 2ed St Suite 325
Los Angeles,CA90012
NONE PC To provide general operating support. 300,000

Public Health Foundation Enterprises Inc

13300 Crossroads Pkwy N Suite 450
City of Industry,CA91746
NONE PC To support the California Abundant Birth Project and support the SisterWeb Project. 400,000

Public Health Institute

555 12th St Suite 600
Oakland,CA94607
NONE PC To support and expand the Alameda County Care Alliance Project into San Francisco County. 227,000

Public Works Alliance

801 Cold Spring Rd
Montecito,CA93108
NONE PC To analyze implementation of the 2011 Realignment regarding administration of Medi-Cal programs and its impacts on the child welfare and children's behavioral health systems. 20,000

Purple Maia Foundation

98-820 Moanalua Rd 15-547
Aiea,HI96701
NONE PC To support the Food Policy program of Purple Maia and support the Hiapo Workforce Development Program. 600,000

Race Forward

145 East 57th St 4th Floor
New York,NY10022
NONE PC To sponsor the 2024 Facing Race Conference. 10,000

Rewild

PO Box 129
Austin,TX78767
NONE PC To support the Re:Wild Your Campus project. 100,000

Residential Youth Services & Empowerment

42-470 Kalanianaole Highway
Kailua,HI96734
NONE PC To provide general operating support. 150,000

Roots Community Health Center

9925 International Blvd
Oakland,CA94603
NONE PC To provide general operating support. 125,000

Rosales Sisters

484 Lake Park Ave 320
Oakland,CA94610
NONE PC To support the Rosales Sisters Scholarship fund. 25,000

Saba Grocers Initiative

419 2nd St
Oakland,CA94607
NONE PC To provide general operating support. 175,000

Safe Place International

270 McCann St
St Ignace,MI49781
NONE PC To support A Table of Our Own project. 50,000

Saint Francis Foundation

900 Hyde St 1208
San Francisco,CA94109
NONE PC To support the expansion of palliative care service. 200,000

San Francisco Foundation

One Embarcadero Center Suite 1400
San Francisco,CA94111
NONE PC To support the ReWork the Bay program and fund the Stupski Foundation Donor Advised Fund. 590,000

San Francisco State University

1600 Holloway Ave
San Francisco,CA94132
NONE GOV To support advising transformation at San Francisco State University. 2,500,000

Self-Help for the Elderly

731 SANSOME St Suite 100
San Francisco,CA94111
NONE PC To provide a serious illness care program with a focus on the monolingual Chinese community in San Francisco. 200,000

Silicon Valley Community Foundation

2440 West El Camino Real Suite 300
Mountain View,CA94040
NONE PC To support the California Black Freedom Fund. 300,000

Social & Environmental Entrepreneurs Inc

23564 Calabasas Rd Suite 201
Calabasas,CA91302
NONE PC To support the Brown Issues project. 50,000

Social Good Fund

12651 San Pablo Ave 5473
Richmond,CA94805
NONE PC To support the BAY-Peace project and support the Food & Agriculture Action Coalition Toward Sovereignty (FAACTS) project. 275,000

Solidaire Network Inc

1423 Broadway 314
Oakland,CA94612
NONE PC To support the Janisha R Gabriel Movement Protection Fund. 50,000

SPUR

654 Mission St
San Francisco,CA94105
NONE PC To support the growth of the multi-year campaign, Making Healthy Food More Affordable: Going from Pilot to Permanent, in order to reduce hunger, secure long-term healthy food access, and improve community health. 200,000

St Hope Academy

PO Box 5447
Sacramento,CA95817
NONE PC To sponsor the 2024 Oak Park Film Festival. 5,000

State Voices

1616 P St Northwest Suite 220
Washington,DC20036
NONE PC To provide general operating support. 100,000

Sustainable Economies Law Center

1428 Franklin St
Oakland,CA94612
NONE PC To support the Repaired Nations project. 225,000

Sustainable Molokai

PO Box 250
Kaunakakai,HI96748
NONE PC To provide general operating support. 200,000

Taproot Earth

PO Box 6270
Slidell,LA70469
NONE PC To provide general operating support. 100,000

The Education Trust

1501 K St Northwest Suite 200
Washington DC,DC20005
NONE PC To provide general operating support. 400,000

The Food Basket Inc

40 Holomua St
Hilo,HI96720
NONE PC To provide general operating support. 150,000

The Philanthropy Workshop dba Forward Global

110 East 25th St
New York,NY10010
NONE PC To sponsor the 2024 Summit. 25,000

The Village Method

33170 Alvarado Niles Rd 795
Union City,CA94587
NONE PC to provide general operating support. 300,000

Thriving in Place

832 Folsom St Fl 9
San Francisco,CA94107
NONE PC To support the San Francisco Palliative Care Work Group project and support the eBook sharing the work of the Chinese Community Grantmaking Committee participants project. 125,000

Tides Center

PO Box 889385
Los Angeles,CA90088
NONE PC To support PODER project's Hummingbird Farm program. 100,000

Tipping Point Community

220 Montgomery St
San Francisco,CA94104
NONE PC To sponsor the 2024 Tipping Point Gala and grantee After Party attendance. 27,500

Torrie Fields Analytics

PO Box 16328
Seattle,WA98116
NONE NC To support Med-QUEST implementation of community palliative care benefit. 35,000

Transgender Law Center

PO Box 70976
Oakland,CA94612
NONE PC To support the Black LGBTQIA Migrant Project. 100,000

University of California Berkeley Foundation

1995 University Ave Suite 401
Berkeley,CA94704
NONE PC To support the Berkeley Food Institute and sponsor the 2024 Berkeley Public Policy Annual Conference. 115,000

University of California Berkeley Foundation

1995 University Ave Suite 401
Berkeley,CA94704
NONE PC To support collaborative efforts among the Oakland Unified School District and the Center for Educational Partnerships by implementing key college access events for students and families across the district, such as college awareness events and developing a streamlined application and financial aid supports. 20,000

University of California Berkeley Foundation

1995 University Ave Suite 401
Berkeley,CA94704
NONE PC To support collaborative efforts among the Oakland Unified School District and the Center for Educational Partnerships by jointly offering an immersive student experience for seniors interested in attending Laney Community College and Berkeley City College. 25,000

University of California San Francisco Foundation

2001 The Embarcadero 3rd Floor
San Francisco,CA94133
NONE PC To support the implementation of a partnerships pilot to prevent unnecessary family separation of children 0-5 years in the child welfare system by utilizing Enhanced Care Management, Community Supports, and other State and County benefits for family wellbeing. 500,000

University of California San Francisco Foundation

2001 The Embarcadero 3rd Floor
San Francisco,CA94133
NONE PC To support the UCSF Black Women's Health & Livelihood Initiative's (BWHLI) Black Wellness Clinic, EMBRACE, and Black Baby Equity Clinic. 251,000

University of Hawaii Foundation

PO Box 11270
Honolulu,HI96828
NONE PC To support the launching of Kahuaola, Hawaii Community College's one-stop basic needs center that will offer a comprehensive approach to providing cross-campus support and services to students at Hawaii Community College. 200,000

University of Hawaii Foundation

PO Box 11270
Honolulu,HI96828
NONE PC To support the revision of current practices and policies to create a strategic, system-wide financial aid system that is targeted, transparent, timely, and accessible to prospective and enrolled students to alleviate financial barriers for University of Hawai'i Community College students. 200,000

University of Hawaii Foundation

PO Box 11270
Honolulu,HI96828
NONE PC To support the creation of the first ever system -wide University of Hawai'i Financial Assistance and Basic Needs Virtual Cafe (Virtual Basic Needs Cafe) to connect UH students to all basic needs services and resources. 250,000

University of Nevada Las Vegas Foundation

4505 South Maryland Pkwy Box 451006
Las Vegas,NV89154
NONE PC To support the development and implementation of initiatives that promote healing and recovery for the UNLV community, with a focus on addressing trauma within the advisor community following the December 2023 mass shooting. 100,000

Upstream Works

106 Drayton Ct
Chapel Hill,NC27516
NONE PC To support the Project Reflect Lab project's Supply Chain Transparency initiative. 75,000

Urban Ed Academy

1485 Bayshore Blvd 317
San Francisco,CA94124
NONE PC To provide general operating support. 300,000

Urban Tilth

323 Brookside Dr
Richmond,CA94801
NONE PC To provide general operating support. 250,000

Vision y Compromiso

1000 Alameda St Suite 300
Los Angeles,CA90012
NONE PC To support the creation of a Community-based serious illness program for primarily Spanish-speaking Latino communities in Alameda and San Francisco Counties. 302,500

Wai-anae Community Re-Development Corporation

86-148 Puhawai Rd
Waianae,HI967920441
NONE PC To support the ongoing growth and deepening of the youth education and empowerment programs in MAOs auwai, along with the continued expansion of the farm enterprise through the growth of the edu-preneurial auwai and development of the farm's human capacity. 100,000

Waimnalo Health Center

41-1295 Kalanianaole Hwy
Waimnalo,HI96795
NONE PC To provide general operating support. 700,000

Washington Hospital Foundation

2000 Mowry Ave
Fremont,CA94538
NONE PC To support palliative care program expansion. 167,000

We Are Oceania

720 North King St
Honolulu,HI96817
NONE PC To support the annual Micronesian Youth Summit 2024 and provide general operating support. 370,000

West Oakland Health Council Inc

700 Adeline St
Oakland,CA94607
NONE PC To support the Making Connections 5.0 Summit. 10,000

Wisdom Circles Oceania

PO Box 573
Kaneohe,HI96744
NONE PC To support the Story Quilt Youth Arts, Creative Community Workers, and Opio Protectors Network programs. 72,500

Youth Alliance

310 4th St Ste 101
Hollister,CA95023
NONE PC To sponsor the Gilroy Youth Impact Center ribbon-cutting. 5,000
Total .................................right arrow 3a 51,521,350
bApproved for future payment

10000 Degrees
1650 Los Gamos Road Suite 205
San Rafael,CA94903
NONE PC To support efforts to provide college access services. 780,000

Alameda Health System Foundation
350 Frank H Ogawa Plaza Suite 900
Oakland,CA94612
NONE PC To support the expansion of palliative care services. 880,000

Social Good Fund
12651 San Pablo Ave 5473
Richmond,CA94805
NONE PC To support the BAY-Peace project. 50,000

Boys & Girls Club of Maui Inc
100 Kanaloa Avenue
Kahului,HI96732
NONE PC To provide general operating support. 950,000

Center for Tomorrow's Leaders
677 Ala Moana Boulevard Ste 1100
Honolulu,HI96813
NONE PC To provide general operating support. 1,050,000

Collaborative Support Services
720 University Avenue Suite 200
Los Gatos,CA95032
NONE PC To support the Commit to Keiki project. 75,000

Collaborative Support Services
720 University Avenue Suite 200
Los Gatos,CA95032
NONE PC To support the development of the Community-Centered Partnership pilot program administered by the Early Childhood Action Strategy program. 1,275,000

Diversity Uplifts
6371 Haven Avenue
Rancho Cucamonga,CA91737
NONE PC To support the implementation of the Medi-Cal doula benefit and expansion of the doula workforce in the Bay Area. 400,000

led better inc
1311 Park St Suite 600
Alameda,CA94501
NONE PC To support the Energy Convertors project's core programs and student power-building initiatives. 150,000

GLIDE Foundation
330 Ellis Street
San Francisco,CA94102
NONE PC To support the Community Care Network. 185,000

Ceeds of Peace
PO Box 235696
Honolulu,HI96823
NONE PC To support Hawai'i Afterschool Alliance Community Schools Project. 400,000

Hawaii Public Health Institute
707 Richards Street Ste 300
Honolulu,HI96813
NONE PC To support the Hawaii Community Health Workers Association program and the implementation of payment models for Community Health Workers sustainability. 310,000

Hawaii Good Food Alliance
PO Box 1334
Kaunakakai,HI96748
NONE PC To provide general operating support. 1,000,000

Hawaii Science and Technology Museum
64 Keawe Street
Hilo,HI96720
NONE PC To provide general operating support. 100,000

Hospice Maui Inc
400 Mahalani Street
Wailuku,HI96793
NONE PC To support the expansion of palliative care for a new home-based palliative care program serving Maui County, including the islands of Maui, Lanaii, and Molokai. 325,000

Kalihi Palama Health Center
915 North King Street
Honolulu,HI96817
NONE PC To provide general operating support. 500,000

Lanai Academy of Performing Arts Inc
555 Fraser Avenue
Lanai City,HI96763
NONE PC To provide general operating support. 62,500

LifeLong Medical Care
2344 Sixth Street
Berkeley,CA94710
NONE PC To increase Lifelong Medical Care's capacity to provide primary palliative to the populations they serve. 341,000

Lotus Bloom
2800 Park Boulevard
Oakland,CA94610
NONE PC To provide general operating support. 200,000

Ma Ka Hana Kaike
PO Box 968
Hana,HI96713
NONE PC To provide general operating support. 400,000

Maui Economic Development Board
1305 North Holopono Street Suite 1
Kihei,HI96753
NONE PC To support the STEMworks program. 250,000

Maui Huliau Foundation
PO Box 977
HaikuPauwela,HI96708
NONE PC To provide general operating support. 225,000

Micronesians United - Big Island
PO Box 5451
Hilo,HI96720
NONE PC To support the Pacific Youth Empowerment for Success (PacYES) programming. 146,000

Oakland Unified School District
1000 Broadway Ste 450
Oakland,CA94607
NONE GOV To support efforts to develop collaborative systems, professional development opportunities, and spaces among college and career access organizations to serve all students in Oakland Unified School District high schools. 780,000

Roots Community Health Center
9925 International Boulevard
Oakland,CA94603
NONE PC To provide general operating support. 250,000

University of California San Francisco Foundation
2001 The Embarcadero 3rd Floor
San Francisco,CA94133
NONE PC To support the UCSF Black Women's Health & Livelihood Initiative's (BWHLI) Black Wellness Clinic, EMBRACE, and Black Baby Equity Clinic. 260,000

Washington Hospital Foundation
2000 Mowry Avenue
Fremont,CA94538
NONE PC To support palliative care program expansion. 166,000

West Hawaii Community Health Center Inc
75-5751 Kuakini Highway
KailuaKona,HI96740
NONE PC To provide general operating support. 1,200,000

Wisdom Circles Oceania
PO Box 573
Kaneohe,HI96744
NONE PC To support the Story Quilt Youth Arts, Creative Community Workers, and Operation Protectors Network programs. 145,000
Total ................................. right arrow 3b 12,855,500
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 6,008,558  
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 171,745 18 2,795,079  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INVESTMENT INCOME
523000 -70,263      
bOTHER INCOME 523000     165,120  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 101,482 8,968,757  
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,070,239
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
STUPSKI FOUNDATION
EIN:
68-0397103
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 154,360 51,563   51,562
AUDIT FEES 84,745 42,372   42,372

TY 2024 AllOthProgRltdInvestmentsSch
Name:
STUPSKI FOUNDATION
EIN:
68-0397103
Category Amount
SEE ATTACHMENT M 14,855,000

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

TY 2024 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 2024 InvestmentsGovtObligationsSch
Name:
STUPSKI FOUNDATION
EIN:
68-0397103
US Government Securities - End of Year Book Value:

99,812,132
US Government Securities - End of Year Fair Market Value:

99,812,132
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
STUPSKI FOUNDATION
EIN:
68-0397103
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACACIA PARTNERS LP   2,703 2,703
BAKER BROTHERS LIFE SCIENCES   102,753 102,753
BAUPOST VALUE PARTNERS I   1,942,374 1,942,374
BAUPOST VALUE PARTNERS II   3,839,461 3,839,461
CEVIAN CAPITAL II   2,289,058 2,289,058
GOLDEN GATE CAPITAL II LLC   9,670 9,670
HCIF OFFSHORE LP   76,292 76,292
HCP WPPE X INVESTORS LLC   42,341 42,341
LONE CASCADE   16,392,189 16,392,189
MOUNT KELLETT I GS   12,342 12,342
SHORENSTEIN INVESTMENT PARTNER      
IX   2,622 2,622
TENASKA II, LP   7,513 7,513

TY 2024 LegalFeesSchedule
Name:
STUPSKI FOUNDATION
EIN:
68-0397103
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REVIEW OF CONTRACTS        
AND AGREEMENTS 139,368 24,713   118,075


TY 2024 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 329,050 309,766 309,766
INVESTMENT RECEIVABLE 882,221 405,691 405,691
OTHER RECEIVABLE 308    
PROGRAM RELATED INVESTMENT 3,137,917 30,095,517 30,095,517
EXCISE AND UBTI TAX RECEIVABLE 291,305 258,624 258,624
EAST BAY NOTE RECEIVABLE 0 1,000,000 1,000,000
LOAN-RSF SOCIAL INVESTMENTS 200,000 200,000 200,000
BENEFICIAL INTEREST IN JLST 21,081,399 4,235,106 4,235,106
RIGHT-OF-USE ASSET 2,577,202 1,840,859 1,840,859


TY 2024 OtherExpensesSchedule
Name:
STUPSKI FOUNDATION
EIN:
68-0397103
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTS MANAGEMENT AND        
CONSULTATION 1,215,729 26,397   1,411,946
INSURANCE 64,067 3,966   60,101
MATERIAL AND SUPPLIES 21,530 1,314   21,785
MEDIA AND MEMBERSHIP 287,570 17,802   297,768
SCH K-1 PARTNERSHIP EXPENSES 0 582,488    
INFORMATION TECHNOLOGY 231,583 14,315   217,134
OPERATING EXPENSES 563,684 34,403   432,564
TELEPHONE 54,486 3,325   51,161


TY 2024 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 0 495,005  
OTHER INCOME 2,069 2,069  
OTHER INCOME - TAXES - UBTI 92,788    


TY 2024 OtherIncreasesSchedule
Name:
STUPSKI FOUNDATION
EIN:
68-0397103
Description Amount
UNREALIZED GAIN ON INVESTMENTS 4,101,551


TY 2024 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 2024 OtherProfessionalFeesSchedule
Name:
STUPSKI FOUNDATION
EIN:
68-0397103
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT SERVICES 222,594 222,594    
OTHER PROFESSIONAL FEES 726,570 11,002   702,591


TY 2024 TaxesSchedule
Name:
STUPSKI FOUNDATION
EIN:
68-0397103
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE & UBTI TAX 28,835      
FOREIGN TAX PAID   27,097