Liabilities / Assets
8th percentile
Higher debt load relative to assets than 8% of similar nonprofits.
Philanthropic Ventures Foundation
990 • Fiscal year 2016 • EIN 94-3136771
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
6th percentile
Higher debt load relative to revenue than 6% of similar nonprofits.
Net Margin
85th percentile
Higher net margin than 85% of similar nonprofits.
Top Officer Pay
43rd percentile
Higher top officer pay than 43% of similar nonprofits.
Top officer pay equals 1.4% of source-year revenue.
Asset Growth
85th percentile
Faster asset growth than 85% of similar nonprofits.
Revenue Growth
53rd percentile
Faster revenue growth than 53% of similar nonprofits.
Balance Sheet
Assets
Up$22,082,543
Up $3,571,810 (+19%) from 2015
Net Assets
Up$22,037,529
Up $3,605,152 (+20%) from 2015
Liabilities
Down$45,014
Down $33,342 (-43%) from 2015
Revenue And Expenses
Revenue
Up$11,264,424
Up $428,156 (+4.0%) from 2015
Expenses
Down$8,074,134
Down $5,363,106 (-40%) from 2015
Net Income
Up$3,190,290
Up $5,791,262 (+223%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Nov 14, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $13,591,298
Mission and Program Overview
Mission
To engage creative donors and community partners in grassroots philanthropy via radical collaboration.
Grantmaking and consulting on grantmaking.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $10,659,785 | $14,292,954 | ▲ $3,633,169 |
| Investments in Publicly Traded Securities | $7,707,809 | $7,674,250 | ▼ $33,559 |
| Cash and Non-Interest-Bearing Accounts | $139,629 | $111,829 | ▼ $27,800 |
| Prepaid Expenses and Deferred Charges | $3,510 | $3,510 | → $0 |
| Total Assets | $18,510,733 | $22,082,543 | ▲ $3,571,810 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $22,585 | $25,144 | ▲ $2,559 |
| Grants Payable | $55,771 | $19,870 | ▼ $35,901 |
| Total Liabilities | $78,356 | $45,014 | ▼ $33,342 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $13,592,879 | $17,034,668 | ▲ $3,441,789 |
| Permanently Rstr Net Assets | $4,650,000 | $4,650,000 | → $0 |
| Temporarily Rstr Net Assets | $189,498 | $352,861 | ▲ $163,363 |
| Total Net Assets Fund Balance | $18,432,377 | $22,037,529 | ▲ $3,605,152 |
| Total Liabilities and Net Assets / Fund Balance | $18,510,733 | $22,082,543 | ▲ $3,571,810 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2016 | $5,783,502 | - | ▲ $285,372 | - | $5,896,865 |
| 2015 | $6,016,959 | - | ▼ $57,761 | - | $5,783,502 |
| 2014 | $5,909,312 | - | ▲ $286,049 | - | $6,016,959 |
| 2013 | $5,344,179 | - | ▲ $755,126 | - | $5,909,312 |
| 2012 | $5,093,691 | - | ▲ $438,194 | - | $5,344,179 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Bill Somerville | PRESIDENT/Founder | FT | $150,000 | $6,736 | $150,000 |
| Dawn Hawk | COO | FT | $128,750 | $19,808 | $148,558 |
Board Members and Trustees
| Name | Title |
|---|---|
| Colburn S Wilbur | Chairman |
| Alicia Aguirre | Director |
| Duncan Beardsley | Director |
| Jackie Speier | Director |
| James R Cody | Director |
| Moira C Walsh | Director |
| William E Green | Director |
| Sheryl Young Thru 093116 | Program DIRECTOR |
| James Higa | Treasurer/EXECUTIVE DIRECTOR |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $11,018,027
- Program Service Revenue
- $1,429
- Investment Income
- $244,968
- Other Revenue
- $0
- All Other Contributions
- $8,983,027
- Change in Net Assets
- $3,190,290
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- Yes
- Third parties used for noncash contributions
- No
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 8 | $1,687,267 | Market Value |
| Total Noncash Contributions | 8 | $1,687,267 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $11,264,424
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $564,862
- Total Revenue per Audited Statements
- $11,829,286
- Total Revenue per Form 990
- $11,264,424
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $7,386,047 |
| Salaries, Compensation, and Employee Benefits | $456,796 |
| Other Expenses | $231,291 |
| Total Fundraising Expense | $66,402 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $6,243,843 | - | - | $6,243,843 |
| Foreign Grants | $1,142,204 | - | - | $1,142,204 |
| Other Salaries and Wages | $185,520 | $22,283 | $30,103 | $237,906 |
| Current Officers, Directors, Trustees, and Key Employees | $122,223 | $14,681 | $19,832 | $156,736 |
| Fees for Services Accounting | - | $66,830 | - | $66,830 |
| Fees for Service Investment Mgmnt Fees | - | $51,959 | - | $51,959 |
| Occupancy | $26,968 | $3,240 | $4,376 | $34,584 |
| Payroll Taxes | $21,898 | $2,630 | $3,553 | $28,081 |
| Fees for Services Legal | - | $22,122 | - | $22,122 |
| Pension Plan Contributions | $16,940 | $2,034 | $2,749 | $21,723 |
| Office Expenses | $11,952 | $8,686 | $627 | $21,265 |
| Travel | $13,650 | - | - | $13,650 |
| Other Employee Benefits | $9,631 | $1,156 | $1,563 | $12,350 |
| Insurance | - | $12,265 | - | $12,265 |
| Advertising | - | - | $3,599 | $3,599 |
| Other Expenses | $422 | $1,266 | - | $1,688 |
| Total Functional Expenses | $7,796,083 | $211,649 | $66,402 | $8,074,134 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $8,224,134 |
| Expenses per Audited Statements | $8,074,134 |
| Total Expenses per Form 990 | $8,074,134 |
| Expenses Not Reported on Form 990 | $150,000 |
| Expenses Not Reported on Financial Statements | $0 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Catholic Worker House | Redwood City, CA | 501(c)(3) | general operating support | $184,540 |
| Rosalie Rendu Center | East Palo Alto, CA | 501(c)(3) | Parent Involvement Worker program | $156,000 |
| Save the Bay | Oakland, CA | 501(c)(3) | in support of Save the Bay's Redwood City Bay Fill Prevention Campaign | $125,000 |
| All In Alameda County | Oakland, CA | 501(c)(3) | general support | $106,052 |
| Beyond 12 | Oakland, CA | 501(c)(3) | general support | $100,000 |
| Roots Community Health Center | Oakland, CA | 501(c)(3) | Reentry Engagement Framework Project | $76,749 |
| California Institute for Behavioral Health Solutions | Sacramento, CA | 501(c)(3) | Medi-Cal Billing Readiness | $76,500 |
| Fresh Lifelines For Youth | Milpitas, CA | 501(c)(3) | general support | $76,500 |
| Puente de la Costa Sur | Pescadero, CA | 501(c)(3) | to support scholarships for 3 students in PUENTE's college scholarship prog. | $76,000 |
| At The Crossroads | San Francisco, CA | 501(c)(3) | general support | $75,000 |
| Legal Aid Society of San Mateo County | Redwood City, CA | 501(c)(3) | to support a bilingual Project Coordinator helping clients facing eviction | $75,000 |
| Community Legal Services in East Palo Alto | East Palo Alto, CA | 501(c)(3) | Rescue Housing Fund | $73,666 |
| TLC for Kids Sports | Danville, CA | 501(c)(3) | expenses related to field renovations in Redwood City | $67,092 |
| Genesis Worship Center | Oakland, CA | 501(c)(3) | The Fresh Start Initiative | $66,000 |
| Stanford University | Stanford, CA | 501(c)(3) | for the Kennedy Memorial being published by the Stanford Press | $63,500 |
| Planned Parenthood | San Jose, CA | 501(c)(3) | general support | $60,700 |
| Lawyers' Committee for Civil Rights (LCCR) | San Francisco, CA | 501(c)(3) | Cultivating Fair Chance Employment in Alameda County | $57,572 |
| Ireland's Poet-Patriots | Alameda, CA | 501(c)(3) | concert expenses | $53,000 |
| Health Connected | Redwood City, CA | 501(c)(3) | general support | $52,500 |
| HIP Housing | San Mateo, CA | 501(c)(3) | general support | $50,000 |
| Hoover House Circle | Stanford, CA | 501(c)(3) | general support | $50,000 |
| Hoover House Circle | Stanford, CA | 501(c)(3) | general support | $50,000 |
| Imago Global Grassroots | Washington, DC | 501(c)(3) | project to scale up the Poverty Stoplight program of Fundacion Paraguaya | $50,000 |
| Marin General Hospital Foundation | Greenbrae, CA | 501(c)(3) | for Capital Campaign | $50,000 |
| Organic Farming Research Foundation | Santa Cruz, CA | 501(c)(3) | general support | $50,000 |
| Sequoia Union High School District | Redwood City, CA | School | for the tri-district initiative supporting students from the Ravenswood, Sequoia, and Redwood City school districts | $50,000 |
| Inside Revolution Inc | Los Angeles, CA | 501(c)(3) | global technology challenge | $48,782 |
| Mike Rosas Ministries | Houston, TX | 501(c)(3) | general support | $48,000 |
| Chinese for Affirmative Action | San Francisco, CA | 501(c)(3) | Reducing Recidivism Through Community Immersion | $41,500 |
| Grateful Gatherings | Oakland, CA | 501(c)(3) | San Mateo County expansion | $40,000 |
| Lucile Packard Foundation for Children's Health | Palo Alto, CA | 501(c)(3) | general support of the Lucile Packard Children's Fund | $40,000 |
| Menlo Park Fire Protection District | Menlo Park, CA | 501(c)(3) | to support two scholarships for fire department personnel | $36,208 |
| UCSF Benioff Children's Hospital Oakland | Oakland, CA | 501(c)(3) | Food As Medicine research study | $35,063 |
| East Palo Alto Academy | East Palo Alto, CA | School | general support | $35,000 |
| St Mary's Center | Oakland, CA | 501(c)(3) | PEP Peer Elder Program | $34,765 |
| Building Opportunities for Self Sufficiency | Berkeley, CA | 501(c)(3) | Reentry Navigators | $33,000 |
| Oakland California Youth Outreach | Oakland, CA | 501(c)(3) | Trauma Recovery Specialists | $33,000 |
| Street Level Health Project | Oakland, CA | 501(c)(3) | Oakland Workers' Collective, a project of Street Level Health | $32,000 |
| Bay Area Black United Fund | Oakland, CA | 501(c)(3) | African American Steering Committee (AASC) | $30,375 |
| Kentfield Schools Foundation | Kentfield, CA | 501(c)(3) | general support | $30,000 |
| Northern California Grantmakers | San Francisco, CA | 501(c)(3) | for the development of a new Hui of Hawaii | $30,000 |
| The St Luke Foundation for Haiti | Miami, FL | 501(c)(3) | to support Father Rick Frechette's work in Haiti following Hurricane Matthew | $30,000 |
| Korean Community Center of the East Bay | Oakland, CA | 501(c)(3) | K-Stories, Our Stories Project | $29,000 |
| Haas Center for Public Service | Stanford, CA | 501(c)(3) | Sand Hill/Tom Ford Fellowship Program | $28,655 |
| Resource Development Associates | Oakland, CA | 501(c)(3) | Innovations in Continuation Grants Reentry Technical Assistance | $27,588 |
| Youth Uprising | Oakland, CA | 501(c)(3) | TAY Service Delivery Evaluation Video Project | $27,281 |
| Saint Francis Center | Redwood City, CA | 501(c)(3) | to support an intern from Dominican Volunteers USA | $27,000 |
| American Friends of BirdLife International Inc | New York, NY | 501(c)(3) | general support | $25,000 |
| Clifford Moss LLC | Oakland, CA | 501(c)(3) | PR services for the housing bond development relating to the work of All In Alameda County | $25,000 |
| Grace Cathedral | San Francisco, CA | Church | general support | $25,000 |
| National Audubon Society | New York, NY | 501(c)(3) | general support | $25,000 |
| Next Door Solutions to Domestic Violence | San Jose, CA | 501(c)(3) | general support | $25,000 |
| Teen Success Inc | Milpitas, CA | 501(c)(3) | general support | $25,000 |
| Centerforce | Oakland, CA | 501(c)(3) | Innovations in Reentry | $24,466 |
| Family Tree Healthcare | Tempe, AZ | 501(c)(3) | for the Survivor Union Network Fund administered by Venus Rodriguez in support of the mission to provide job training and development for survivors of human trafficking | $24,000 |
| Terry's Kids | Orinda, CA | 501(c)(3) | musical instruments and clinics | $23,407 |
| The College of St Scholastica | Duluth, MN | 501(c)(3) | Grace Scholar 2016-2017 | $23,000 |
| Regents of the University of California | San Francisco, CA | 501(c)(3) | The Community Doula Project | $22,012 |
| Children's Health Council | Palo Alto, CA | 501(c)(3) | general support | $20,000 |
| Dev Color | Menlo Park, CA | 501(c)(3) | general support | $20,000 |
| Friends for Youth | Redwood City, CA | 501(c)(3) | to support Connect SHS serving 9th grade students at Sequoia High School | $20,000 |
| Movemeant Foundation | San Francisco, CA | 501(c)(3) | to expand program to low-income public schools in San Mateo County | $20,000 |
| New Venture Fund | Washington, DC | 501(c)(3) | for the SoulScholarship program | $20,000 |
| Daly City Youth Health Center | Daly City, CA | 501(c)(3) | general support | $19,900 |
| Eastside College Preparatory School | East Palo Alto, CA | 501(c)(3) | scholarship fund | $19,000 |
| International Rescue Committee | Albert Lea, MN | 501(c)(3) | general support | $18,600 |
| EC Reems Community Services | Oakland, CA | 501(c)(3) | Women Far Above Rubies Project | $18,000 |
| All Five | Menlo Park, CA | 501(c)(3) | general support | $15,000 |
| Music in the Schools Foundation | Palo Alto, CA | 501(c)(3) | general support | $15,000 |
| Radseed LLC | Brooklyn, NY | 501(c)(3) | the Secret Code customizable children's book project | $15,000 |
| That's Amore Charitable Foundation | San Jose, CA | 501(c)(3) | in support of the Wheels for Chad campaign to help purchase a special van for a disabled Downtown Streets Team employee | $15,000 |
| The Children of Hope Academy | Saint George, UT | 501(c)(3) | general support | $15,000 |
| The Lower Bottom Playaz Inc | Oakland, CA | 501(c)(3) | the creation of the CEREMONY program of passage | $15,000 |
| 1st Presbyterian Church of Santa Rosa | Santa Rosa, CA | Church | general support | $14,500 |
| Rocco Cheng and Associates | Arcadia, CA | 501(c)(3) | API Utilization of Mental Health Services | $13,275 |
| Compleat Fire Officer Development Program | Atherton, CA | 501(c)(3) | scholarships for Menlo Park Fire Department personnel | $13,000 |
| Milomix Productions | San Rafael, CA | 501(c)(3) | final payment for producing and delivering the 'Metal from Hell' video | $12,500 |
| Milomix Productions | San Rafael, CA | 501(c)(3) | for continued support of the upcoming global technology challenge | $12,500 |
| Sequoia Adult School Scholars | Menlo Park, CA | 501(c)(3) | scholarships for Menlo Park Fire Department personnel | $12,500 |
| Mentoring Center | Oakland, CA | 501(c)(3) | The Transformative Leadership Institute | $12,250 |
| The Reset Foundation | Berkeley, CA | 501(c)(3) | Program Oversight Committee | $12,000 |
| The Covenant Presbyterian Church | Santa Rosa, CA | Church | general support | $11,000 |
| 1951 Coffee Company | Berkeley, CA | 501(c)(3) | general support | $10,000 |
| Able Works | East Palo Alto, CA | 501(c)(3) | general support | $10,000 |
| Beyond Barriers Athletic Foundation | Redwood City, CA | 501(c)(3) | Belle Haven Youth Aquatics Programs | $10,000 |
| Big Sur Volunteer Fire Brigade | Big Sur, CA | 501(c)(3) | for the Soberanes Fire Relief efforts, at the request of Jen Peery | $10,000 |
| California Family Foundation | Menlo Park, CA | 501(c)(3) | general operating support for Beechwood School | $10,000 |
| CareerVillage | Palo Alto, CA | 501(c)(3) | San Mateo County expansion | $10,000 |
| Center for Excellence in Nonprofits | Redwood City, CA | 501(c)(3) | general support | $10,000 |
| Colorado College | Colorado Springs, CO | 501(c)(3) | for the President's Fund | $10,000 |
| Food Shift | Berkeley, CA | 501(c)(3) | general support | $10,000 |
| Free At Last | East Palo Alto, CA | 501(c)(3) | Outpatient Drug Free Clinic Program | $10,000 |
| GreatNonprofits | Redwood City, CA | 501(c)(3) | general support | $10,000 |
| Huntington's Disease Society of America | Ladera Ranch, CA | 501(c)(3) | to support the work of the Huntington's Disease Society of America (HDSA) in honor of Christy Ericson and her family | $10,000 |
| Iseeed | Oakland, CA | 501(c)(3) | general support for The Town Kitchen | $10,000 |
| Jasper Ridge Farm | Woodside, CA | 501(c)(3) | general support | $10,000 |
| JobTrain | Menlo Park, CA | 501(c)(3) | to continue the Tool Scholarship Program | $10,000 |
| LevMade Inc | Menlo Park, CA | 501(c)(3) | general support | $10,000 |
| Live In Peace Inc | East Palo Alto, CA | 501(c)(3) | virtual reality technology training for youth in East Palo Alto | $10,000 |
| Madera Group | Kensington, CA | 501(c)(3) | professional consulting services for Technology for Global Security | $10,000 |
| Multicultural Institute | Berkeley, CA | 501(c)(3) | expansion of the Mentoring for Academic Success program into N. Fair Oaks | $10,000 |
| Npr | Culver City, CA | 501(c)(3) | general support | $10,000 |
| One Montana | Bozeman, MT | 501(c)(3) | general support | $10,000 |
| Partners in Education | Palo Alto, CA | 501(c)(3) | general support | $10,000 |
| Society of St Vincent de Paul | San Mateo, CA | 501(c)(3) | to support Catherine's Center | $10,000 |
| Summer Search | San Francisco, CA | 501(c)(3) | general support | $10,000 |
| Surfrider Foundation USA | San Clemente, CA | 501(c)(3) | general support | $10,000 |
| Tech Museum of Innovation | San Jose, CA | 501(c)(3) | host Title 1 low-income school in San Mateo County in this year's Tech Chall | $10,000 |
| The Thacher School | Ojai, CA | 501(c)(3) | general support | $10,000 |
| Small School for Equity | San Francisco, CA | 501(c)(3) | lead teacher stipends, books, supplies, and gift cards | $9,500 |
| The Gamble Institute | Oakland, CA | 501(c)(3) | Street Scholars Peer Mentoring Program | $9,500 |
| The Glen Price Group | El Cerrito, CA | 501(c)(3) | research and analysis to build Contra Costa County's EHSD | $8,333 |
| Positive Coaching Alliance | Mountain View, CA | 501(c)(3) | general support | $8,250 |
| Earlham College | Richmond, IN | 501(c)(3) | Grace Scholar 2016-2017 | $8,000 |
| Franklin College | Franklin, IN | 501(c)(3) | Grace Scholar 2016-2017 | $8,000 |
| Peninsula College Fund | Redwood City, CA | 501(c)(3) | First-Generation College & Career Success Program | $8,000 |
| St John's College | Santa Fe, NM | 501(c)(3) | Grace Scholar 2016-2017 | $8,000 |
| The College of Saint Rose | Albany, NY | 501(c)(3) | Grace Scholar 2016-2017 | $8,000 |
| University of Southern Indiana | Evansville, IN | School | Grace Scholar 2016-2017 | $8,000 |
| Boys & Girls Club of the Peninsula | Menlo Park, CA | 501(c)(3) | general support | $7,500 |
| Kiel Colon Cancer Foundation | Austin, TX | 501(c)(3) | general support | $7,500 |
| St Anthony's High School | Jersey City, NJ | 501(c)(3) | designated for the F.A.N. Fund | $7,500 |
| The Foundation Center | San Francisco, CA | 501(c)(3) | general support | $7,500 |
| Leading 2 Play | Pinole, CA | 501(c)(3) | to support organizational work involving development | $6,700 |
| Foundation for a College Education | Palo Alto, CA | 501(c)(3) | general support | $6,350 |
| Asian Pacific Environmental Network | Oakland, CA | 501(c)(3) | designated for AYPAL | $6,000 |
| Bellflower Boys Basketball | Bellflower, CA | 501(c)(3) | tournament fees, gym rental, uniforms, travel, food, and hotel accomodations related to the summer basketball program | $6,000 |
| Catholic Charities of San Francisco | San Francisco, CA | 501(c)(3) | general support | $6,000 |
| Fractured Atlas | New York, NY | 501(c)(3) | 'Your Words Matter' program | $6,000 |
| Social Good Fund | Richmond, CA | 501(c)(3) | for Community Well Fund's holistic health for teens and young women | $6,000 |
| University of Hawaii Foundation | Honolulu, HI | 501(c)(3) | designated to support the Colin C. McCorriston, MD Endowed Professorship | $6,000 |
| Sunny Hills ServicesBAYC | Hayward, CA | 501(c)(3) | Critical Conversations: Talking About LGBTQI2S Transition Age Youth and Ment | $5,513 |
| LifeMoves | Menlo Park, CA | 501(c)(3) | Support for Haven Family House | $5,300 |
International Summary
- Offices
- 0
- Employees
- 0
- Spending
- $1,142,204
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
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| North America | Grantmaking | - | 0 | 0 | $498,000 |
| South America | Grantmaking | - | 0 | 0 | $308,338 |
| Europe (Including Iceland & Greenland) | Grantmaking | - | 0 | 0 | $157,382 |
| East Asia and the Pacific | Grantmaking | - | 0 | 0 | $80,325 |
| Sub-Saharan Africa | Grantmaking | - | 0 | 0 | $77,849 |
| Central America and the Caribbean | Grantmaking | - | 0 | 0 | $11,860 |
| South Asia | Grantmaking | - | 0 | 0 | $8,450 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
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 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
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section B, line 11B
“A copy of the form 990 is provided to all board members via email or surface mail as appropriate prior to filing.”
Form 990, Part VI, Section B, line 12C
“THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IS REGULARLY AND CONSISTENTLY MONITORED. If a person has a conflict with respect to a transaction they are not permitted to vote.”
Form 990, Part VI, Section B, line 15
“CEO SALARY IS DECIDED ANNUALLY BY A COMPENSATION COMMITTEE COMPRISED OF THE CURRENT CHAIRMAN OF THE BOARD OF DIRECTORS AND THE PAST CHAIRMAN OF THE BOARD. The process is documented and was last performed in 2016.”
Form 990, Part VI, Section C, line 19
“The organization makes its conflict of interest policy, governing documents, and audited financial statements available upon request.”
Filing and Contact Details
Filer
- Filer Name
- Philanthropic Ventures Foundation
- EIN
- 94-3136771
- Phone
- 5106451890
- Address
- 1222 Preservation Park Way, Oakland, CA 94612-1201
Signing Officer
- Name
- James Higa
- Title
- Executive Director
- Phone
- 5106451890
- Signed
- 2017-11-14
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- James Higa
- Formed
- 1991
- Legal Domicile
- CA
- Voting Board Members
- 9
- Independent Board Members
- 8
- Employees
- 7
- Volunteers
- 9
Preparer
- Firm
- Moss Adams LLP
- Address
- 101 Second Street Suite 900, San Francisco, CA 94105
- Preparer
- Joua V Lo
- Phone
- 4159561500
Supplemental Narrative
Financial Statement Notes
Part V, Line 4:
“safety net/poverty community grants and administrative overhead for convening, education and planning”
Part X, Line 2:
“The Foundation is a not-for-profit organization, exempt from federal income tax under Section 501(c)(3) of the U.S. Internal Revenue Code (the Code), and contributions to it are tax deductible as prescribed by the Code. The Foundation is also exempt from California income tax under Section 23701d of Revenue and Taxation Code. Accordingly, no provision for income taxes has been included in these financial statements. Accounting principles generally accepted in the United States of America require the Foundation management to evaluate tax positions taken by the Foundation and recognize a tax liability (or asset), if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by Internal Revenue Service. The Foundation has analyzed its tax positions and has concluded that as of December 31, 2016 and 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”
Raw XML AppendixShowing 400 of 1,846 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 |
|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 25144 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | GRANTMAKING AND CONSULTING ON GRANTMAKING. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 3599 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 3599 |
| IRS990/AllOtherContributionsAmt | 0 | 8983027 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | James Higa |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5106451890 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1222 PRESERVATION PARK WAY |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | OAKLAND |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 946121201 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 139629 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 111829 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 19832 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 14681 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 122223 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 156736 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
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| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 11018027 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 7386047 |
| IRS990/CYInvestmentIncomeAmt | 0 | 244968 |
| IRS990/CYOtherExpensesAmt | 0 | 231291 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1429 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 3190290 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 456796 |
| IRS990/CYTotalExpensesAmt | 0 | 8074134 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 66402 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 11264424 |
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| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PHILANTHROPIC VENTURES FOUNDATION (PVF) BRINGS A UNIQUE PERSPECTIVE TO PHILANTHROPY AND THE WAY IT IS CARRIED OUT TO MAXIMIZE IMPACT. WE PROVIDE A VALUABLE AND OTHERWISE UNHEARD VOICE TO THE PHILANTHROPIC SECTOR. WE HAVE BUILT UP LONG TERM RELATIONSHIPS WITH DONORS, HELPED SHAPE THEIR CHARITABLE GIVING, AND ARE REGARDED AS TRUSTED PHILANTHROPIC ADVISORS TO MANY. OUR APPROACH AND VISION FOR PHILANTHROPY HAS BEEN BROADCAST THOROUGHLY AND EMBRACED THROUGH OUR RECENT BOOK, GRASSROOTS PHILANTHROPY, PUBLIC SPEAKING ENGAGEMENTS AND TEACHING.PVF STAFF IS IN CONSTANT COMMUNICATION WITH ITS GRANTEES TO ACT AS AN ADVOCATE IN HELPING THEM SUCEED IN THEIR WORK. |
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| IRS990/DistributionToDonorInd | 0 | 0 |
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| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 7 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 7796083 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
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| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 66830 |
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| IRS990/ForeignFinancialAccountInd | 0 | 0 |
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| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 1142204 |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 40.00 |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
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| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Duncan Beardsley |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | James Higa |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | William E Green |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Jackie Speier |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Moira C Walsh |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Colburn S Wilbur |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Sheryl Young Thru 093116 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Bill Somerville |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Alicia Aguirre |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Dawn Hawk |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Treasurer/EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Program DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | PRESIDENT/Founder |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | COO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1991 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 80387 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GovernmentGrantsAmt | 0 | 2035000 |
| IRS990/GrantAmt | 0 | 7386047 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 55771 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 19870 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 6243843 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 6243843 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 2407261 |
| IRS990/GrossReceiptsAmt | 0 | 13591298 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 12265 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 12265 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 164581 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 164581 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 7707809 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 7674250 |
| IRS990/IRPDocumentCnt | 0 | 62 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
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| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | GRANTMAKING AND CONSULTING ON GRANTMAKING. |
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| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 22037529 |
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| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 80387 |
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| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 21265 |
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| IRS990/Organization501c3Ind | 0 | X |
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| IRS990/PrincipalOfficerNm | 0 | James Higa |
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| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
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| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | PVF STAFF DOES EXTENSIVE CONSULTING WITH OTHER FOUNDATIONS REGARDING THEIR GRANTMAKING. IN TOTAL, WE HAVE CONDUCTED SITE VISITS TO OVER 450 FOUNDATIONS NATIONWIDE, PROVIDING OUR EXPERTISE TO THOUSANDS OF DONORS AND GRANTEES AND AFFECTING COUNTLESS LIVES IN THOUSANDS OF COMMUNITIES. |
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| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 1429 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | THE FOUNDATION STAFF TEACHES COURSES ON PHILANTHROPY AT STANFORD UNIVERSITY AND UC BERKELEY, AND HAS CREATED PHILANTHROPY FELLOWSHIPS. PVF STAFF ACTS AS MENTORS TO YOUNG PEOPLE WHO REPRESENT THEIR FAMILY FOUNDATIONS. THE STAFF PRODUCES LITERATURE ON EFFECTIVE GRANTMAKING WHICH IS SENT TO OVER 800 FOUNDATIONS. |
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| IRS990ScheduleA/CommunityTrustInd | 0 | X |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | Miscellaneous - 2015 Amount: $ 16. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Schedule A, Part II, Line 10, Explanation of Other Income: |
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| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 16 |
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| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.82980 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 51508287 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 5018350 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 11018027 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 8994814 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 11819080 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 11172074 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13522642 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 56526637 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 57706729 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.16010 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5783502 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 5896865 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 172009 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 285372 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6016959 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5783502 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 175696 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -57761 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5909312 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 6016959 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 178402 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 286049 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 43310 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5344179 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5909312 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 146683 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 755126 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 33938 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 5093691 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 5344179 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 153768 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 438194 |
| IRS990ScheduleD/DisclosedForCharitablePrpsInd | 0 | 1 |
| IRS990ScheduleD/DisclosedOrgLegCtrlInd | 0 | 1 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 150000 |
| IRS990ScheduleD/DonatedServicesUseFcltsAmt | 0 | 150000 |
| IRS990ScheduleD/DonorAdvisedFundsContriAmt | 0 | 8885741 |
| IRS990ScheduleD/DonorAdvisedFundsGrantsAmt | 0 | 4294743 |
| IRS990ScheduleD/DonorAdvisedFundsHeldCnt | 0 | 48 |
| IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt | 0 | 12549024 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 150000 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 8074134 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/FundsAndOtherAccountsContriAmt | 0 | 1918981 |
| IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt | 0 | 1428220 |
| IRS990ScheduleD/FundsAndOtherAccountsHeldCnt | 0 | 48 |
| IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt | 0 | 1333840 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 414862 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.78860 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 564862 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 11264424 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | safety net/poverty community grants and administrative overhead for convening, education and planning |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | The Foundation is a not-for-profit organization, exempt from federal income tax under Section 501(c)(3) of the U.S. Internal Revenue Code (the Code), and contributions to it are tax deductible as prescribed by the Code. The Foundation is also exempt from California income tax under Section 23701d of Revenue and Taxation Code. Accordingly, no provision for income taxes has been included in these financial statements. Accounting principles generally accepted in the United States of America require the Foundation management to evaluate tax positions taken by the Foundation and recognize a tax liability (or asset), if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by Internal Revenue Service. The Foundation has analyzed its tax positions and has concluded that as of December 31, 2016 and 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part V, Line 4: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part X, Line 2: |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.05140 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 8074134 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 11264424 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 11829286 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 8224134 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 0 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 1 | 0 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $22,082,543
- Liabilities
- $45,014
- Net assets
- $22,037,529
- Revenue
- $11,264,424
- Expenses
- $8,074,134
- Net income
- $3,190,290