Civic Intelligence

The Tony Robbins Foundation

EIN 33-0492446 • 501(c)3 • San Diego, CA

Profile

We're dedicated to creating positive changes in the lives of youth, seniors, the hungry, homeless and the imprisoned population, all who need a boost envisioning a happier and deeply satisfying way of life. Our passionate staff, generous donors and caring group of international volunteers provide the vision, inspiration, and resources needed to empower these important members of our society.

5230 Carroll Canyon Road Suite 306San Diego, CA 92121

www.anthonyrobbinsfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

25th percentile

0.07x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-4.4%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Up

$19,268,680

Up $1,927,866 (+11%) from 2023

Liabilities

Up

$1,019,822

Up $650,873 (+176%) from 2023

Net Assets

Up

$18,248,858

Up $1,276,993 (+7.5%) from 2023

Revenue

Up

$4,142,499

Up $610,631 (+17%) from 2023

Expenses

Up

$3,778,569

Up $1,238,217 (+49%) from 2023

Net Income

Down

$363,930

Down $627,586 (-63%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $5,271,633Liabilities 2010: $142,706Net Assets 2010: $5,128,9272010Assets 2012: $6,896,598Liabilities 2012: $137,497Net Assets 2012: $6,759,1012012Assets 2013: $8,245,235Liabilities 2013: $215,011Net Assets 2013: $8,030,2242013Assets 2014: $10,001,533Liabilities 2014: $241,974Net Assets 2014: $9,759,5592014Assets 2015: $10,201,177Liabilities 2015: $149,143Net Assets 2015: $10,052,0342015Assets 2016: $11,295,480Liabilities 2016: $677,884Net Assets 2016: $10,617,5962016Assets 2018: $11,736,659Liabilities 2018: $395,750Net Assets 2018: $11,340,9092018Assets 2019: $12,517,934Liabilities 2019: $280,699Net Assets 2019: $12,237,2352019Assets 2020: $12,008,523Liabilities 2020: $1,002,258Net Assets 2020: $11,006,2652020Assets 2021: $13,868,498Liabilities 2021: $391,034Net Assets 2021: $13,477,4642021Assets 2022: $15,703,753Liabilities 2022: $284,158Net Assets 2022: $15,419,5952022Assets 2023: $17,340,814Liabilities 2023: $368,949Net Assets 2023: $16,971,8652023Assets 2024: $19,268,680Liabilities 2024: $1,019,822Net Assets 2024: $18,248,8582024

Highlighted filing

2024

Assets$19,268,680
Liabilities$1,019,822
Net Assets$18,248,858

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,862,5012010Expenses 2012: $1,667,4082012Expenses 2013: $1,920,7562013Revenue 2014: $3,292,446Expenses 2014: $1,563,111Net Income 2014: $1,729,3352014Revenue 2015: $3,609,975Expenses 2015: $3,317,500Net Income 2015: $292,4752015Revenue 2016: $3,901,941Expenses 2016: $2,736,379Net Income 2016: $1,165,5622016Revenue 2018: $5,137,583Expenses 2018: $3,882,605Net Income 2018: $1,254,9782018Revenue 2019: $4,269,565Expenses 2019: $3,447,527Net Income 2019: $822,0382019Revenue 2020: $4,095,062Expenses 2020: $5,463,688Net Income 2020: -$1,368,6262020Revenue 2021: $4,120,553Expenses 2021: $1,857,144Net Income 2021: $2,263,4092021Revenue 2022: $3,937,847Expenses 2022: $2,379,577Net Income 2022: $1,558,2702022Revenue 2023: $3,531,868Expenses 2023: $2,540,352Net Income 2023: $991,5162023Revenue 2024: $4,142,499Expenses 2024: $3,778,569Net Income 2024: $363,9302024

Highlighted filing

2024

Revenue$4,142,499
Expenses$3,778,569
Net Income$363,930

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.3$1.02$18.2$4.14$3.78$0.36
2023Detailed filing. Detailed filing data is available for this year.$17.3$0.37$17.0$3.53$2.54$0.99
2022Detailed filing. Detailed filing data is available for this year.$15.7$0.28$15.4$3.94$2.38$1.56
2021Detailed filing. Detailed filing data is available for this year.$13.9$0.39$13.5$4.12$1.86$2.26
2020Detailed filing. Detailed filing data is available for this year.$12.0$1.00$11.0$4.10$5.46$1.37
2019Detailed filing. Detailed filing data is available for this year.$12.5$0.28$12.2$4.27$3.45$0.82
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.40$11.3$5.14$3.88$1.25
2016Detailed filing. Detailed filing data is available for this year.$11.3$0.68$10.6$3.90$2.74$1.17
2015Detailed filing. Detailed filing data is available for this year.$10.2$0.15$10.1$3.61$3.32$0.29
2014Detailed filing. Detailed filing data is available for this year.$10.0$0.24$9.76$3.29$1.56$1.73
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.25$0.22$8.03$1.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.90$0.14$6.76$1.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.14$5.13$1.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$14,294,986
Mission and Program Overview

Mission

We're dedicated to creating positive changes in the lives of youth, seniors, the hungry, homeless and the imprisoned population, all who need a boost envisioning a happier and deeply satisfying way of life. Our passionate staff, generous donors and caring group of international volunteers provide the vision, inspiration, and resources needed to empower these important members of our society.

To empower individuals and organizations to make a significant difference in the quality of life of people often forgotten

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,827,534$8,601,638▲ $1,774,104
Savings and Temporary Cash Investments$7,857,801$5,846,085▼ $2,011,716
Investments in Publicly Traded Securities$1,645,385$2,779,730▲ $1,134,345
Cash and Non-Interest-Bearing Accounts$477,888$1,682,505▲ $1,204,617
Inventories for Sale or Use$152,576$170,628▲ $18,052
Prepaid Expenses and Deferred Charges$276,341$129,089▼ $147,252
Land, Buildings, and Equipment, Net$27,074$17,403▼ $9,671
Pledges and Grants Receivable$16,342$7,129▼ $9,213
Total Assets$17,340,814$19,268,680▲ $1,927,866
Other Assets Total$59,873$34,473▼ $25,400
Liabilities
Grants Payable$50,000$733,739▲ $683,739
Deferred Revenue$154,991$171,258▲ $16,267
Accounts Payable and Accrued Expenses$97,213$74,187▼ $23,026
Other Liabilities$66,745$40,638▼ $26,107
Total Liabilities$368,949$1,019,822▲ $650,873
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,909,139$18,199,727▲ $1,290,588
Net Assets With Donor Restrictions$62,726$49,131▼ $13,595
Total Net Assets Fund Balance$16,971,865$18,248,858▲ $1,276,993
Total Liabilities and Net Assets / Fund Balance$17,340,814$19,268,680▲ $1,927,866

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,403$186,462$196,865
Land$7,000-$7,000
Other Securities$469,926--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$14,330,721-▲ $1,393,918-$15,724,639
2022$10,553,919$3,000,000▲ $776,802-$14,330,721
2021$9,076,832$1,014,666▲ $462,421-$10,553,919
2020$5,421,062$3,000,000▲ $655,770-$9,076,832
2019$5,171,834-▲ $249,228-$5,421,062
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anthony J RobbinsChairman
Ajay GuptaBoard Member
Deanna Garza-brownBoard Member
Yogesh BablaCFO-treasurer
John MessmoreSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,122,144
Program Service Revenue
$173,075
Investment Income
$589,071
Other Revenue
$258,209
All Other Contributions
$3,122,144
Change in Net Assets
$363,930

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table100$358,778Fair Market Value (FMV)
Total Noncash Contributions100$358,778-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,142,499
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$913,063
Total Revenue per Audited Statements
$5,055,562
Total Revenue per Form 990
$4,142,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,518,730
Other Expenses$912,236
Salaries, Compensation, and Employee Benefits$347,603
Total Fundraising Expense$171,450
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,468,730--$2,468,730
Other Salaries and Wages$199,618$39,127$47,962$286,707
Travel$205,051--$205,051
Fees for Services Other$149,495$11,220$13,753$174,468
Conferences and Meetings$108,267--$108,267
Occupancy$88,670$6,802$8,336$103,808
Office Expenses$81,434$370$2,695$84,499
Payroll Taxes$39,887$9,439$11,570$60,896
Foreign Grants$50,000--$50,000
Insurance$29,865$1,134$1,390$32,389
Information Technology$17,570$4,110$5,039$26,719
Fees for Services Accounting$16,287$3,854$4,724$24,865
All Other Expenses$9,554-$7,923$17,477
Advertising$10,176$1,357$1,664$13,197
Depreciation Depletion$8,183$1,936$2,374$12,493
Other Expenses$7,638$13$157$7,808
Fees for Services Legal$2,166$512$627$3,305
Total Functional Expenses$3,525,469$81,650$171,450$3,778,569

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,778,569
Total Expenses per Audited Statements$3,778,569
Total Expenses per Form 990$3,778,569
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Embrace GlobalMurrieta, CA501(c)(3)Portable Baby Incubators$833,739
MariciSan Francisco, CA501(c)(3)End to Sex Trafficking$501,250
Sharing Excess IncBronx, NY501(c)(3)Feeding the Hungry$300,000
The Farmlink ProjectLos Angeles, CA501(c)(3)Feeding the Hungry$250,000
Fraternite of Notre DameChicago, IL501(c)(3)Homeless$193,385
Academy Prep Foundation IncLakeland, FL501(c)(3)School Programs for Underserved Children$100,000
West Virginia University Foundation IncMorgantown, WV501(c)(3)Substance Abuse Research$100,000
No Limits Theater GroupCulver City, CA501(c)(3)Deaf Education$50,000
William Wendt Center for Loss and HealingWashington, DC501(c)(3)Loss & Trauma Support for Youth$30,000
Plano Metro Rotary ClubPlano, TX501(c)(3)Vision Care for Underserved Communities$25,000
Street Dreamz Foundation IncAtlanta, GA501(c)(3)Underserved Children$25,000
Maui Food Bank IncWailuku, HI501(c)(3)Feeding the Hungry$18,405
San Diego Rescue Mission IncSan Diego, CA501(c)(3)Homeless$15,000
Zambesia Conservation Alliance IncCat Spring, TX501(c)(3)Underserved Children$14,861
Gargiulo Education CenterNaples, FL501(c)(3)Entreprenuial Opportunities for At-risk Population$10,000

International Summary

Offices
0
Employees
0
Spending
$50,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AsiaGrant-makingGrant-making00$50,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$358,778
Fundraising Gross Income$358,778
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$358,778$358,778-$358,778
Total Events$358,778$358,778$358,778$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$40,638
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Anthony robbins and yogesh babla have a business relationship.

Form 990, Part VI, Section A, Line 6

There is one class of voting members of the corporation. There is one sole member.

Form 990, Part VI, Section A, Line 7A

The members of the board of directors shall be elected annually by the sole member.

Form 990, Part VI, Section A, Line 7B

No amendment to the bylaws shall become effective unless and until such amendment has been expressly approved by the sole member.

Form 990, Part VI, Section B, Line 11B

Before filing, the foundation will email drafts of the 990 and audited financial statements to the board for review. Once all questions are answered, the 990 is approved and filed with the irs.

Form 990, Part VI, Section B, Line 12C

In connection with any actual or possible conflicts of interest, an interested person must at the time of each board discussion of an item as to which he or she has a conflict of interest, disclose the existence and nature of his or her financial interest and all material facts to the board and all members of any committees with board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, all interested persons shall leave the board or committee meeting while the board discusses and votes upon whether the corporation will conduct the transaction. The remaining board or committee members shall decide if a conflict of interest exists. An interested person may make a presentation at the board or committee meeting, but after such presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that presents the conflict of interest. The chairperson of the board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. The board shall obtain adequate information to conduct a thorough analysis of whether the corporation is receiving fair market value in the transaction. After exercising due diligence, the board or committee shall determine whether the corporation can, with reasonable efforts, obtain a more advantageous transaction or arrangement from a person or entity with whom the corporation does not have a conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable, the board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the corporation's best interest and for its own benefit, and whether the transaction is fair and reasonable to the corporation, and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination.

Form 990, Part VI, Section B, Line 15

The tony robbins foundation ("ttrf") human resources services are donated in kind by robbins research international ("rri"). As such, ttrf follows all guidelines for personnel raises and compensation. Consequently ttrf is included in any bonuses given by rri management, adheres to formal review practices as directed by rii, and receives the same insurance benefits as administrated by rri. Additionally, the board of directors at their discretion may give periodic raises in salary and/or bonuses to staff they feel warranted.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are kept at the foundation's address. The foundation's operations manager will arrange for any public disclosure request after the board's president and cfo gives approval of a date and time for review.

Filing and Contact Details

Filer

Filer Name
The Tony Robbins Foundation
EIN
33-0492446
Phone
8584443080
Address
5230 CARROLL CANYON ROAD SUITE 306, SAN DIEGO, CA 92121

Signing Officer

Name
Yogesh Babla
Title
CFO
Phone
8584443080
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yogesh Babla
Formed
1989
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
150

Preparer

Firm
Cbiz Advisors LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
Kristen M Bass
Phone
6022646835
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The endowment is designated to support current operations and provide future giving opportunities.

PART X, LINE 2:

The foundation is a qualified nonprofit organization that is exempt from income taxes under section 501(c)(3) organization under the federal internal revenue code and section 23701d of the california revenue and taxation code. The foundation, however, may occasionally be subject to taxes on unrelated business income. The foundation is not a private foundation. The foundation follows accounting standards generally accepted in the united states of america related to the recognition of uncertain tax positions. The foundation recognizes accrued interest and penalties associated with uncertain tax positions as part of the statement of activities when applicable. Management has determined that the foundation has no uncertain tax positions at june 30, 2024 and therefore no amounts have been accrued.

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IRS990/Form990PartVIISectionAGrp/PersonNm3DEANNA GARZA-BROWN
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE'RE DEDICATED TO CREATING POSITIVE CHANGES IN THE LIVES OF YOUTH, SENIORS, THE HUNGRY, HOMELESS AND THE IMPRISONED POPULATION, ALL WHO NEED A BOOST ENVISIONING A HAPPIER AND DEEPLY SATISFYING WAY OF LIFE. OUR PASSIONATE STAFF, GENEROUS DONORS AND CARING GROUP OF INTERNATIONAL VOLUNTEERS PROVIDE THE VISION, INSPIRATION, AND RESOURCES NEEDED TO EMPOWER THESE IMPORTANT MEMBERS OF OUR SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SHIPPING AND POSTAGE
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IRS990/OtherExpensesGrp/FundraisingAmt13679
IRS990/OtherExpensesGrp/FundraisingAmt21616
IRS990/OtherExpensesGrp/FundraisingAmt3157
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21319
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt313
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IRS990/OtherExpensesGrp/ProgramServicesAmt25572
IRS990/OtherExpensesGrp/ProgramServicesAmt37638
IRS990/OtherExpensesGrp/TotalAmt079690
IRS990/OtherExpensesGrp/TotalAmt19693
IRS990/OtherExpensesGrp/TotalAmt28507
IRS990/OtherExpensesGrp/TotalAmt37808
IRS990/OtherLiabilitiesGrp/BOYAmt066745
IRS990/OtherLiabilitiesGrp/EOYAmt040638
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt047962
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039127
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0199618
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011570
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09439
IRS990/PayrollTaxesGrp/ProgramServicesAmt039887
IRS990/PayrollTaxesGrp/TotalAmt060896
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt016342
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07129
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0276341
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0129089
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0173075
IRS990/ProgSrvcAccomActy2Grp/Desc0GLOBAL YOUTH LEADERSHIP SUMMIT (GYLS):TONY ROBBINS GLOBAL YOUTH LEADERSHIP SUMMIT(GYLS) IS A FOUR-DAY PROGRAM THAT PROVIDES YOUTH, AGE RANGES 14-16, WITH AN ENVIRONMENT DESIGNED TO BOOST LEADERSHIP SKILLS & TEACH THE IMPORTANCE OF CONTRIBUTION. THIS PROGRAM WAS STARTED IN 2000 BY THE TONY ROBBINS FOUNDATION AND CONTINUES TO HELP SHAPE TODAY'S YOUTH IN BECOMING TOMORROW'S LEADERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0466834
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0154070
IRS990/ProgSrvcAccomActy3Grp/Desc0PLATINUM PARTNERS FOOTPRINTS:THE TONY ROBBINS FOUNDATION TAKES HONOR IN PROVIDING HOPE AND FUNDING SUPPORT TO UNDERSERVED COMMUNITIES AROUND THE WORLD THROUGH DONOR SERVICE PROJECTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0130414
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt01495475
IRS990/PYInvestmentIncomeAmt0347810
IRS990/PYOtherExpensesAmt0748138
IRS990/PYOtherRevenueAmt0131131
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IRS990/PYRevenuesLessExpensesAmt0991516
IRS990/PYSalariesCompEmpBnftPaidAmt0296739
IRS990/PYTotalExpensesAmt02540352
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03531868
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0363930
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0277214
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07857801
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03482669
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03191901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03181622
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0598418
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0125775
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0307048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0177862
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01565613
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04285606
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IRS990ScheduleA/PublicSupportPY170Pct00.90830
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IRS990ScheduleA/SubstantialContributorsTotAmt0355657
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03191901
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015903263
IRS990ScheduleA/TotalSupportAmt017468876
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05421062
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
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IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11023047
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt25569557
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31074839
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4469926
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CAZ DISRUPTIVE TECHNOLOGY FUND, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CAZ PRIVATE INCOME FUND, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CAZ GP OWNERSHIP CLASS B FUND - TE, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3GREENLAKE REAL ESTATE FUND LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4CCA LONGEVITY FUND IV (US III), LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt0913063
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04142499
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT IS DESIGNATED TO SUPPORT CURRENT OPERATIONS AND PROVIDE FUTURE GIVING OPPORTUNITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS A QUALIFIED NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) ORGANIZATION UNDER THE FEDERAL INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE FOUNDATION, HOWEVER, MAY OCCASIONALLY BE SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION IS NOT A PRIVATE FOUNDATION. THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017403
IRS990ScheduleD/TotalBookValueSecuritiesAmt08601638
IRS990ScheduleD/TotalExpensesPerForm990Amt03778569
IRS990ScheduleD/TotalLiabilityAmt040638
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05055562
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03778569
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00

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