Civic Intelligence

Sustainable Grant Making Partners Fund

990PF • Fiscal year 2016 • EIN 47-3287351

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile

44 Montgomery StreetSan Francisco, CA 94104

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Higher debt load relative to revenue than 46% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Higher net margin than 93% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Faster asset growth than 100% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Faster revenue growth than 100% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets23rd percentile

Assets

$17,217,864

No earlier filing loaded for comparison.

Net Assets

$17,061,536

No earlier filing loaded for comparison.

Liabilities

$156,328

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue46th percentile Net Margin93rd percentile

Revenue

$908,322

No earlier filing loaded for comparison.

Expenses

$315,676

No earlier filing loaded for comparison.

Net Income

$592,646

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2016

Assets$17,217,864

Liabilities$156,328

Net Assets$17,061,536

Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2016

Revenue$908,322

Expenses$315,676

Net Income$592,646

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Nov 15, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay19th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Steven Gold	President	-	$0	-	-
Nancy Shapiro	Board Member	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Sustainable Grant Making Partners Fund
EIN: 47-3287351
Phone: 4152889535
Address: 44 Montgomery Street, San Francisco, CA 94104

Signing Officer

Name: Steven Gold
Title: President
Signed: 2017-11-15
Discuss with paid preparer: No

Preparer

Firm: Fontanello Duffield & Otake LLP
Address: 44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer: Carol Duffield
Phone: 4159830200

Raw XML Appendix327 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt	0	0
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	375
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	Accounting Services
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	375
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	3497412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	5683584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Common Stock - See Investment Stmt
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	1187926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	557301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	426188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	1750368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	1034404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	3990150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Limited Partnerships - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	Private Equity - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	Amer. Deposit. Receipts - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	Mutual Funds - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	Index Funds - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	Int'l Index Funds - See Attachment
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	1569550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	369703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	523129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	2038601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	2329254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	5538314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
IRS990PF/AddressChangeInd	0	X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	98563
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd	0	900099
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	528247
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt	0	276734
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	3
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd	0	900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	Other Investment Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	1	Partnership Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	1	14465
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	1	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt	0	-9704
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	641292
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	267030
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	908322
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	375
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	528247
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	98563
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	98563
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	592646
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	895829
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	804981
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	630585
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt	0	11144
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt	0	11144
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	8972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	297800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	19101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	4775
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	6357
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	6357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	11654
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	15329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	315676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	645914
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	908322
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	11654
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	15329
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	315676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	4	2000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	90848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	276734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	11600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	102678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	413969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	276734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	-276734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	11600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	102678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	413969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	276734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	-276734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	102448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	102678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	413969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	276734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Sale of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	Capital Gains from Investment Pshps
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	1231 Gain from Investment Psps - UBIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	ST/LT Cap Gain fr Pshp Reported on 990-T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	528247
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	528247
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	592646
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	16460740
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	17061536
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	8150
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	17061536
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	180520
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	180520
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	180520
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	193132
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	12612
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	12612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	3011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	16000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	12612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	3011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	12612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	12612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	16000
IRS990PF/FMVAssetsEOYAmt	0	22826250
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	150000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	8150
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	205121
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	205121
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	3497412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	5683584
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	8169
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	8169
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	8946337
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	12368551
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	6328
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	4560825
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	4560825
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	8150
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	17217864
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	22826250
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	156328
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	8150
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	17217864
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	8150
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	17061536
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	8150
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	17061536
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	3921460
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	255993
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	3665467
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	58822
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	193132
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	3862638
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	3921460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Steven Gold
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Nancy Shapiro
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	One Blackfield Drive 191
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	One Blackfield Drive 191
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Tiburon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Tiburon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	94920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	94920
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	6788115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	6794421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	11850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	1.757378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	1.75738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	6306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	3862638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	6743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	11654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	1.757378
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	11654
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	11654
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	11654
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	44 Montgomery Street Ste 3750
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	San Francisco
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	94104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	1	DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Steven Gold
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4152889535
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	11654
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	180520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	11562
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	11562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	11562
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	11654
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	11562
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	157304
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Deposit Refundable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	8169
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	8169
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	PSP Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	135
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	8972
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	297665
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	Partnership Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	14
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	19087
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	14
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	4761
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	16460740
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Transfer of Assets from David B. Gold Foundation
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Lease Deposit
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	6328
TaxesSchedule/TaxesDetail/Amt	0	6357
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Tax on Dividends
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	6357
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Steven Gold
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Sustainable Grant Making Partners Fund
ReturnHeader/Filer/BusinessNameControlTxt	0	SUST
ReturnHeader/Filer/EIN	0	473287351
ReturnHeader/Filer/PhoneNum	0	4152889535
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	44 Montgomery Street
ReturnHeader/Filer/USAddress/CityNm	0	San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Fontanello Duffield & Otake LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	44 Montgomery Street Suite 1305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94104
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Carol Duffield
ReturnHeader/ReturnTs	0	2017-11-15T15:36:58-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Assets: $17,217,864
Liabilities: $156,328
Net assets: $17,061,536
Revenue: $908,322
Expenses: $315,676
Net income: $592,646

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$22.8	$0.01	$22.8	$2.00	$1.94	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$22.6	$0.00	$22.6	$1.98	$2.13	$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$22.6	$0.00	$22.6	$2.51	$1.77	$0.74
2020Detailed filing. Detailed filing data is available for this year.	$21.8	$0.11	$21.7	$1.72	$0.98	$0.74
2019Detailed filing. Detailed filing data is available for this year.	$21.2	$0.24	$20.9	$1.68	$0.94	$0.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$20.3	$0.10	$20.2	$1.84	$1.54	$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$20.0	$0.10	$19.9	$1.82	$0.95	$0.87
2016Detailed filing. Detailed filing data is available for this year.	$17.2	$0.16	$17.1	$0.91	$0.32	$0.59