Civic Intelligence

Philanthropic Ventures Foundation

990 • Fiscal year 2018 • EIN 94-3136771

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileWWW.VENTURESFOUNDATION.ORG

View Organization Page

1222 Preservation Park WayOakland, CA 94612-1201

(510) 645-1890

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

16th percentile

-10%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

44th percentile

$158,008

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

10th percentile

-9.7%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

8.9%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$19,527,632

Down $2,103,496 (-9.7%) from 2017

Net Assets

Down

$19,246,573

Down $1,812,173 (-8.6%) from 2017

Liabilities

Down

$281,059

Down $291,323 (-51%) from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin16th percentile

Revenue

Up

$9,447,183

Up $768,155 (+8.9%) from 2017

Expenses

Down

$10,403,805

Down $176,365 (-1.7%) from 2017

Net Income

Up

-$956,622

Up $944,520 (+50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$100M$50M$0Assets 2010: $13,818,643Liabilities 2010: $101,058Net Assets 2010: $13,717,5852010Assets 2011: $16,286,850Liabilities 2011: $106,419Net Assets 2011: $16,180,4312011Assets 2012: $18,853,463Liabilities 2012: $432,419Net Assets 2012: $18,421,0442012Assets 2013: $20,803,135Liabilities 2013: $1,687,656Net Assets 2013: $19,115,4792013Assets 2014: $23,373,360Liabilities 2014: $553,109Net Assets 2014: $22,820,2512014Assets 2015: $18,510,733Liabilities 2015: $78,356Net Assets 2015: $18,432,3772015Assets 2016: $22,082,543Liabilities 2016: $45,014Net Assets 2016: $22,037,5292016Assets 2017: $21,631,128Liabilities 2017: $572,382Net Assets 2017: $21,058,7462017Assets 2018: $19,527,632Liabilities 2018: $281,059Net Assets 2018: $19,246,5732018Assets 2019: $26,415,593Liabilities 2019: $642,284Net Assets 2019: $25,773,3092019Assets 2020: $31,645,319Liabilities 2020: $858,505Net Assets 2020: $30,786,8142020Assets 2021: $36,414,979Liabilities 2021: $998,653Net Assets 2021: $35,416,3262021Assets 2022: $32,597,542Liabilities 2022: $2,540,660Net Assets 2022: $30,056,8822022Assets 2023: $81,605,913Liabilities 2023: $46,868Net Assets 2023: $81,559,0452023Assets 2024: $89,430,220Liabilities 2024: $54,878Net Assets 2024: $89,375,3422024

Highlighted filing

2018

Assets$19,527,632
Liabilities$281,059
Net Assets$19,246,573
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $6,106,0982010Expenses 2011: $8,517,3262011Expenses 2012: $11,851,4902012Revenue 2013: $11,751,483Expenses 2013: $11,578,660Net Income 2013: $172,8232013Revenue 2014: $12,298,855Expenses 2014: $8,609,133Net Income 2014: $3,689,7222014Revenue 2015: $10,836,268Expenses 2015: $13,437,240Net Income 2015: -$2,600,9722015Revenue 2016: $11,264,424Expenses 2016: $8,074,134Net Income 2016: $3,190,2902016Revenue 2017: $8,679,028Expenses 2017: $10,580,170Net Income 2017: -$1,901,1422017Revenue 2018: $9,447,183Expenses 2018: $10,403,805Net Income 2018: -$956,6222018Revenue 2019: $14,426,011Expenses 2019: $10,519,908Net Income 2019: $3,906,1032019Revenue 2020: $16,137,293Expenses 2020: $13,569,821Net Income 2020: $2,567,4722020Revenue 2021: $20,169,103Expenses 2021: $17,471,267Net Income 2021: $2,697,8362021Revenue 2022: $22,915,613Expenses 2022: $23,373,623Net Income 2022: -$458,0102022Revenue 2023: $71,022,800Expenses 2023: $24,930,502Net Income 2023: $46,092,2982023Revenue 2024: $58,681,026Expenses 2024: $49,068,184Net Income 2024: $9,612,8422024

Highlighted filing

2018

Revenue$9,447,183
Expenses$10,403,805
Net Income-$956,622
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$14,118,330
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
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,084,813$10,171,786▼ $2,913,027
Investments in Publicly Traded Securities$8,473,988$9,328,990▲ $855,002
Pledges and Grants Receivable$51,028$0▼ $51,028
Cash and Non-Interest-Bearing Accounts$17,789$23,346▲ $5,557
Prepaid Expenses and Deferred Charges$3,510$3,510→ $0
Total Assets$21,631,128$19,527,632▼ $2,103,496
Liabilities
Grants Payable$538,827$247,491▼ $291,336
Accounts Payable and Accrued Expenses$33,555$33,568▲ $13
Total Liabilities$572,382$281,059▼ $291,323
Net Assets / Fund Balance
Unrestricted Net Assets$15,512,113$14,165,210▼ $1,346,903
Permanently Rstr Net Assets$4,650,000$4,650,000→ $0
Temporarily Rstr Net Assets$896,633$431,363▼ $465,270
Total Net Assets Fund Balance$21,058,746$19,246,573▼ $1,812,173
Total Liabilities and Net Assets / Fund Balance$21,631,128$19,527,632▼ $2,103,496

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$5,708,145-▼ $222,677-$5,293,903
2017$5,325,629-▲ $724,562-$5,708,145
2016$5,212,266-▲ $285,372-$5,325,629
2015$5,445,723-▼ $57,761-$5,212,266
2014$5,338,076-▲ $286,049-$5,445,723
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn HawkCOOFT$137,000$21,008$158,008
Bill SomervillePresident/founderPT$125,000$8,301$133,301
James HigaTreasurer/executive DirectorPT$83,333-$83,333

Board Members and Trustees

NameTitle
Colburn S WilburChairman
Alicia AguirreDirector
Duncan BeardsleyDirector
Jackie SpeierDirector
James R CodyDirector
Moira C WalshDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$8,850,632
Program Service Revenue
$0
Investment Income
$596,551
Other Revenue
$0
All Other Contributions
$8,850,632
Change in Net Assets
$-956,622

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded12$1,326,993Market Value
Total Noncash Contributions12$1,326,993-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,374,598
Revenue Not Reported on Financial Statements
$72,585
Revenue Not Reported on Form 990
$-813,887
Total Revenue per Audited Statements
$8,560,711
Total Revenue per Form 990
$9,447,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,585,019
Salaries, Compensation, and Employee Benefits$587,834
Other Expenses$230,952
Total Fundraising Expense$83,523
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,623,393--$7,623,393
Foreign Grants$1,961,626--$1,961,626
Other Salaries and Wages$229,379$27,552$37,219$294,150
Current Officers, Directors, Trustees, and Key Employees$168,932$20,291$27,411$216,634
Fees for Service Investment Mgmnt Fees-$72,585-$72,585
Fees for Services Accounting-$70,468-$70,468
Payroll Taxes$30,483$3,662$4,947$39,092
Occupancy$28,768$3,456$4,668$36,892
Pension Plan Contributions$18,287$2,196$2,967$23,450
Office Expenses$10,735$7,102$685$18,522
Other Employee Benefits$11,313$1,359$1,836$14,508
Travel$11,921--$11,921
Insurance-$11,766-$11,766
Advertising--$3,790$3,790
Fees for Services Legal-$1,400-$1,400
Other Expenses$117$352-$469
Total Functional Expenses$10,096,601$223,681$83,523$10,403,805

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,403,805
Total Expenses per Audited Statements$10,372,884
Expenses per Audited Statements$10,331,220
Expenses Not Reported on Financial Statements$72,585
Expenses Not Reported on Form 990$41,664
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Restorative Partners IncSan Luis Obispo, CA501(c)(3)General Support$744,200
Catholic Worker Hospitality HouseSan Bruno, CA501(c)(3)Purchase of a New Catholic Worker House$630,000
Catholic Worker HouseRedwood City, CA501(c)(3)General Support for Houses, Taxes, Etc.$415,016
Sheeo VenturesOakland, CA501(c)(3)General Support$286,900
PeersOakland, CA501(c)(3)Mental Health & Tobacco Treatment Interventions$163,134
10powersheoSan Francisco, CA501(c)(3)Financing Renewable Energy,clean Water and Power$101,650
At the CrossroadsSan Francisco, CA501(c)(3)General Support$100,000
New Canaan Country Day SchoolNew Canaan, CT501(c)(3)Support for the Centennial Capital Campaign$100,000
Stanford UniversityStanford, CA501(c)(3)VARIOUS: FROST AMPHITHEATER, CHILDRESS SCHOLARSHIP$90,500
East Bay Family DefendersSan Leandro, CA501(c)(3)East Bay Family Defender Project$75,000
Lemontree Foods IncBrooklyn, CA501(c)(3)General Support$66,781
Community Legal Services in East Palo AltoEast Palo Alto, CA501(c)(3)Rescue Housing Fund$66,666
Bonita HouseOakland, CA501(c)(3)Inn4 Mental Health Technology Pilot Project$61,875
Turimiquire FoundationCambridge, MA501(c)(3)Reproductive Health Care, Venezuela$58,250
IRELAND'S POET-PATRIOTSAlameda, CA501(c)(3)PROJECT ADMINISTRATION FOR IRELAND'S POET PATRIOTS$57,804
Hesperian Health GuidesBerkeley, CA501(c)(3)Family Planning Mobile App$55,000
Puente De La Costa SurPescadero, CA501(c)(3)General Support$51,500
Destination HomeSan Jose, CA501(c)(3)To Support the Homelessness Prevention Fund$50,289
American Friends of Birdlife International IncNew York, NY501(c)(3)General Support$50,000
Hoover House CircleStanford, CA501(c)(3)General Support$50,000
New America FoundationWashington, DC501(c)(3)Sexual Harassment Response Toolkit and Story Series$46,500
BetterbraveSan Francisco, CA501(c)(3)General Support$45,000
Code for AmericaSan Francisco, CA501(c)(3)Clear My Record Work in San Francisco$45,000
Tlc for Kids SportsDanville, CA501(c)(3)Expenses Related to Sports Field Renovations in Martinez$40,296
StarvistaSan Carlos, CA501(c)(3)General Support$40,080
Mike Rosas MinistriesHouston, TX501(c)(3)General Support$39,000
Saint Francis CenterRedwood City, CA501(c)(3)General Support$36,000
Youth AliveOakland, CA501(c)(3)Inn4 Mental Health Technology Pilot Project$35,955
Lava MaeSan Francisco, CA501(c)(3)Mental Health Project and General Support$35,500
East Palo Alto Charter SchoolEast Palo Alto, CASchoolFor the Mental Health and Wellness Project$35,000
Grace CathedralSan Francisco, CAChurchGeneral Support$35,000
Alas - Ayudando Latinos a SoarEl Granada, CA501(c)(3)To Support Bay Area Border Relief$34,000
Diversity in Health Training InstituteOakland, CA501(c)(3)Inn4 Mental Health Technology Pilot Project$31,800
Korean Community Center of the East BayOakland, CA501(c)(3)General Support$31,505
People Acting in Community Together (pact)San Jose, CA501(c)(3)General Support$31,000
East Palo Alto Academy FoundationEast Palo Alto, CA501(c)(3)To Support the College Persistence Program$30,000
Public Health InstituteOakland, CA501(c)(3)Inn4 Consultation - Wet Pilot Internship$25,192
Island ConservationSanta Cruz, CA501(c)(3)General Support$25,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTHPalo Alto, CA501(c)(3)General Support$25,000
Menlo Park Atherton Education FoundationMenlo Park, CA501(c)(3)To Go Towards the Endowment Fund$25,000
New Community ChurchMenlo Park, CA501(c)(3)General Support$25,000
Next Door Solutions to Domestic ViolenceSan Jose, CA501(c)(3)General Support$25,000
Northern California GrantmakersSan Francisco, CA501(c)(3)For the Hui of Hawaii Fund$25,000
Stanford Health CareSan Francisco, CAHospitalGeneral Support$25,000
Teen Success IncMilpitas, CA501(c)(3)General Support$25,000
The Crayon InitiativeDanville, CA501(c)(3)For New Crayon Molds and Heating and Cooling Units$25,000
Kentfield Schools FoundationKentfield, CA501(c)(3)General Support$24,000
The Children of Hope AcademySaint George, UT501(c)(3)General Support$20,833
Alameda County Health Care Services AgencySan Leandro, CAGovtFor the Healthy Food Healthy Families Program$20,000
All Students MatterMenlo Park, CA501(c)(3)General Support$20,000
Hidden VillaLos Altos, CA501(c)(3)General Support$20,000
Marin HumaneNovato, CA501(c)(3)General Support$20,000
One Step Beyond IncSan Mateo, CA501(c)(3)In General Support of the San Mateo Location$20,000
River SchoolWashington, DC501(c)(3)For the Maker Space Program$20,000
The First Place for YouthOakland, CA501(c)(3)Mental Health and Wellness Project$20,000
Foundation for a College EducationEast Palo Alto, CA501(c)(3)General Support$18,500
Tides CenterSan Francisco, CA501(c)(3)For the National Network of Consultants to Grantmakers$17,500
1st Presbyterian Church of Santa RosaSanta Rosa, CAChurchComunitas Ministries$17,400
Modern AllianceLos Altos, CA501(c)(3)General Support$17,087
Sisters of the Presentation San FranciscoSan Francisco, CA501(c)(3)General Support$17,000
Re Store JusticeLos Angelos, CA501(c)(3)For the Oakland Restore House and Paid Fellowships$16,000
Village Enterprise FundSan Carlos, CA501(c)(3)General Support$15,822
The Purple FoundationWashington, DC501(c)(3)General Support$15,744
1951 Coffee CompanyBerkeley, CA501(c)(3)General Support$15,000
AnniecannonsOakland, CA501(c)(3)General Support of Launching Brighter Futures$15,000
Black Girl MagikBrooklyn, NY501(c)(3)Black Girl Magik, a Platform for the African Diaspora$15,000
Claremont Mckenna CollegeClaremont, CA501(c)(3)For the Golf Program$15,000
Colorado CollegeColorado Springs, CO501(c)(3)FOR THE PRESIDENT'S FUND$15,000
GEORGE'S A-GAMESPinole, CA501(c)(3)Operational Support$15,000
GirlbossLos Angelos, CA501(c)(3)Queen Moves, Brittany Leticia James$15,000
Jefferson Union High School DistrictDaly City, CASchoolTo Support the Wilderness School$15,000
Oshman Family Jewish Community CenterPalo Alto, CA501(c)(3)For Support as Designated by the Donor$15,000
Planned Parenthood Mar MonteSan Jose, CA501(c)(3)For the Second Century Campaign$15,000
Positive Coaching AllianceMountain View, CA501(c)(3)General Support$15,000
All FiveMenlo Park, CA501(c)(3)General Support$14,800
Fellowship of Christian AthletesKansas City, MO501(c)(3)In Support of Rigo Lopez, Ryan Wheeler, and Hanna Morris$14,800
Oakland TrybeOakland, CA501(c)(3)Safety Net Grants to Meet Critical Needs of Families$13,107
VoteridersSanta Monica, CA501(c)(3)In Support of Indivisible Portola Valley$13,000
San Francisco and Marin Food BanksSan Francisco, CA501(c)(3)General Support$12,520
Habitat for HumanitySan Francisco, CA501(c)(3)General Support$12,500
Niroga InstituteOakland, CA501(c)(3)Inn4 Mental Health Technology Pilot Project$12,429
ThetownkitchenorgOakland, CA501(c)(3)Youth Food Project Culinary and Food Entrepreneurship$12,210
Justice at Last IncSan Carlos, CA501(c)(3)General Support$12,000
La Clinica De La RazaOakland, CA501(c)(3)Community Engagement Hub Work$11,751
Third Plateau Social Impact StrategiesSan Francisco, CA501(c)(3)Sustainability Plan for a Food Recovery System$10,058
Beatitude House Catholic WorkerSanta Maria, CA501(c)(3)General Support$10,000
Center for Excellence in NonprofitsRedwood City, CA501(c)(3)General Support$10,000
DasraSugar Land, TX501(c)(3)Supporting Non-profits in Their Growth$10,000
East Bay Community FoundationOakland, CA501(c)(3)Consulting Work for East Bay Community Foundation$10,000
Fine Arts Museums of San FranciscoSan Francisco, CA501(c)(3)For General Support and the Docent Commemorative Fund$10,000
Manav Sadhna USAHanover Park, IL501(c)(3)To Help Children Access the Music and Art Program$10,000
Roadrunner Sports ClubPalo Alto, CA501(c)(3)General Support$10,000
The Thacher SchoolOjai, CA501(c)(3)General Support$10,000
Ucla FoundationLos Angelos, CASchoolDesignated to Support the Ziman Center$10,000
United Religions InitiativeSan Francisco, CA501(c)(3)General Support$10,000
National Alliance on Mental Illness - Alameda CoOakland, CA501(c)(3)Inn4 Mental Health Technology Pilot Project$9,900
El Pueblo UnidoBurlingame, CA501(c)(3)Operating Support$9,315
The Healing Wellcommunity InitiativesSan Francisco, CA501(c)(3)Resources for the Leadership Intern Program$8,700
Riekes Center for Human EnhancementMenlo Park, CA501(c)(3)To Support the Capital Campaign$8,465
Al Otro LadoLos Angelos, CA501(c)(3)Support for Asylum Seekers$8,115
Peninsula Family ServiceSan Mateo, CA501(c)(3)General Support$8,000
All in Alameda CountyOakland, CAGovtEliminate Food Insecurity in Alameda County$7,952
East Palo Alto Tennis & TutoringEast Palo Alto, CA501(c)(3)A Southern California College Tour for 9 Epatt Students$7,500
Explore IncSteamboat Springs, CO501(c)(3)Direct Impact Africa Expenses$7,218
CanopyPalo Alto, CA501(c)(3)General Support$6,700
Tenderloin Neighborhood Development CorporationSan Francisco, CA501(c)(3)General Support$6,500
Zambian Carnivore ProgrammeHarrison, MT501(c)(3)General Support$6,370
Givingrise DonationsSeattle, WA501(c)(3)For the Society for Nutrition, Education, and Health Action$6,000
Rosalie Rendu CenterEast Palo Alto, CA501(c)(3)For Summer Enrichment Camps$6,000
South Hayward ParishHayward, CA501(c)(3)General Support$6,000
Street Level Health ProjectOakland, CA501(c)(3)General Support$6,000
Street Life MinistriesRedwood City, CA501(c)(3)To Purchase a Van to Transport Homeless People$6,000
SunwinkSan Francisco, CA501(c)(3)In Support of Sunwink$6,000
Equal Justice InitiativeMontgomery, AL501(c)(3)General Support$5,600
Ecumenical Hunger ProgramEast Palo Alto, CA501(c)(3)General Support$5,500
KqedSan Francisco, CA501(c)(3)General Support$5,500
ActerraPalo Alto, CA501(c)(3)General Support$5,250
Roots Community Health CenterOakland, CA501(c)(3)General Support$5,200

International Summary

Offices
0
Employees
0
Spending
$1,961,626

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
North AmericaGrantmaking-00$518,316
South AmericaGrantmaking-00$511,200
Europe (including Iceland & Greenland)Grantmaking-00$354,000
Sub-saharan AfricaGrantmaking-00$267,502
Middle East and North AfricaGrantmaking-00$120,000
Central America and the CaribbeanGrantmaking-00$89,813
East Asia and the PacificGrantmaking-00$82,495
South AsiaGrantmaking-00$18,300
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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 2018.”

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
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Higa
Formed
1991
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
6
Employees
8
Volunteers
9

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Patricia J Mayer
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. The foundation is not subject to income tax, except to the extent of any unrelated business income. There was no unrelated business income tax liability for the year ended december 31, 2017. For the year ended december 31, 2018, taxes on unrelated business income were recorded when paid and, 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, 2018 and 2017, 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 1,721 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.

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IRS990/CashNonInterestBearingGrp/BOYAmt017789
IRS990/CashNonInterestBearingGrp/EOYAmt023346
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt027411
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt020291
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0168932
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0216634
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08850632
IRS990/CYGrantsAndSimilarPaidAmt09585019
IRS990/CYInvestmentIncomeAmt0596551
IRS990/CYOtherExpensesAmt0230952
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-956622
IRS990/CYSalariesCompEmpBnftPaidAmt0587834
IRS990/CYTotalExpensesAmt010403805
IRS990/CYTotalFundraisingExpenseAmt083523
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09447183
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PHILANTHROPIC 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt010096601
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt070468
IRS990/FeesForServicesAccountingGrp/TotalAmt070468
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01400
IRS990/FeesForServicesLegalGrp/TotalAmt01400
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt072585
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt072585
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt01961626
IRS990/ForeignGrantsGrp/TotalAmt01961626
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt624.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt68301
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt821008
IRS990/Form990PartVIISectionAGrp/PersonNm0DUNCAN BEARDSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES HIGA
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES R CODY
IRS990/Form990PartVIISectionAGrp/PersonNm3JACKIE SPEIER
IRS990/Form990PartVIISectionAGrp/PersonNm4MOIRA C WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm5COLBURN S WILBUR
IRS990/Form990PartVIISectionAGrp/PersonNm6BILL SOMERVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm7ALICIA AGUIRRE
IRS990/Form990PartVIISectionAGrp/PersonNm8DAWN HAWK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt183333
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6125000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8137000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT/FOUNDER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0343458
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt09585019
IRS990/GrantsPayableGrp/BOYAmt0538827
IRS990/GrantsPayableGrp/EOYAmt0247491
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07623393
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07623393
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05014605
IRS990/GrossReceiptsAmt014118330
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt011766
IRS990/InsuranceGrp/TotalAmt011766
IRS990/InvestmentIncomeGrp/ExclusionAmt0253093
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0253093
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08473988
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09328990
IRS990/IRPDocumentCnt039
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04671147
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GRANTMAKING AND CONSULTING ON GRANTMAKING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt021058746
IRS990/NetAssetsOrFundBalancesEOYAmt019246573
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0343458
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0343458
IRS990/NetUnrelatedBusTxblIncmAmt05300
IRS990/NetUnrlzdGainsLossesInvstAmt0-855551
IRS990/NoncashContributionsAmt01326993
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04668
IRS990/OccupancyGrp/ManagementAndGeneralAmt03456
IRS990/OccupancyGrp/ProgramServicesAmt028768
IRS990/OccupancyGrp/TotalAmt036892
IRS990/OfficeExpensesGrp/FundraisingAmt0685
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07102
IRS990/OfficeExpensesGrp/ProgramServicesAmt010735
IRS990/OfficeExpensesGrp/TotalAmt018522
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01836
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01359
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011313
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014508
IRS990/OtherExpensesGrp/Desc0PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc1BUSINESS MEALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01492
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1352
IRS990/OtherExpensesGrp/ProgramServicesAmt01647
IRS990/OtherExpensesGrp/ProgramServicesAmt1117
IRS990/OtherExpensesGrp/TotalAmt03139
IRS990/OtherExpensesGrp/TotalAmt1469
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt037219
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027552
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0229379
IRS990/OtherSalariesAndWagesGrp/TotalAmt0294150
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04947
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03662
IRS990/PayrollTaxesGrp/ProgramServicesAmt030483
IRS990/PayrollTaxesGrp/TotalAmt039092
IRS990/PensionPlanContributionsGrp/FundraisingAmt02967
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02196
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018287
IRS990/PensionPlanContributionsGrp/TotalAmt023450
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04650000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04650000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt051028
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03510
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03510
IRS990/PrincipalOfficerNm0JAMES HIGA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PVF 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08264889
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt09738338
IRS990/PYInvestmentIncomeAmt0413161
IRS990/PYOtherExpensesAmt0218254
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0978
IRS990/PYRevenuesLessExpensesAmt0-1901142
IRS990/PYSalariesCompEmpBnftPaidAmt0623578
IRS990/PYTotalExpensesAmt010580170
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08679028
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-956622
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013084813
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010171786
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2015 AMOUNT: $ 16.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08850632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08264889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011018027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08994814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011819080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt048947442
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0253093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0196107
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0164581
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0220575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0248963
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01083319
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07382
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016
IRS990ScheduleA/PublicSupportCY170Pct00.84480
IRS990ScheduleA/PublicSupportPY170Pct00.87990
IRS990ScheduleA/PublicSupportTotal170Amt042268330
IRS990ScheduleA/SubstantialContributorsTotAmt06679112
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08850632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08264889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011018027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08994814
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011819080
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt048947442
IRS990ScheduleA/TotalSupportAmt050030777
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.08150
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05708145
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05293903
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0191565
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-222677
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05325629
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05708145
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0342046
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0724562
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05212266
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05325629
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0172009
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0285372
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05445723
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05212266
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0175696
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-57761
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05338076
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05445723
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0178402
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0286049
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt041664
IRS990ScheduleD/DonatedServicesUseFcltsAmt041664
IRS990ScheduleD/DonorAdvisedFundsContriAmt06484548
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt05037029
IRS990ScheduleD/DonorAdvisedFundsHeldCnt046
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt011562093
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt041664
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt072585
IRS990ScheduleD/ExpensesSubtotalAmt010331220
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt02176129
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt02664095
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt042
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01373908
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt072585
IRS990ScheduleD/InvestmentExpensesNotIncldAmt072585
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-855551
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.87840
IRS990ScheduleD/RevenueNotReportedAmt0-813887
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt072585
IRS990ScheduleD/RevenueSubtotalAmt09374598
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SAFETY NET/POVERTY COMMUNITY GRANTS AND ADMINISTRATIVE OVERHEAD FOR CONVENING, EDUCATION AND PLANNING
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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. THE FOUNDATION IS NOT SUBJECT TO INCOME TAX, EXCEPT TO THE EXTENT OF ANY UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME TAX LIABILITY FOR THE YEAR ENDED DECEMBER 31, 2017. FOR THE YEAR ENDED DECEMBER 31, 2018, TAXES ON UNRELATED BUSINESS INCOME WERE RECORDED WHEN PAID AND, 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, 2018 AND 2017, 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/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.04010
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt010403805
IRS990ScheduleD/TotalRevenuePerForm990Amt09447183
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08560711
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010372884
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt70
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt70
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt089813
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt182495

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,527,632
Liabilities
$281,059
Net assets
$19,246,573
Revenue
$9,447,183
Expenses
$10,403,805
Net income
-$956,622
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.4$0.05$89.4$58.7$49.1$9.61
2023Detailed filing. Detailed filing data is available for this year.$81.6$0.05$81.6$71.0$24.9$46.1
2022Detailed filing. Detailed filing data is available for this year.$32.6$2.54$30.1$22.9$23.4$0.46
2021Detailed filing. Detailed filing data is available for this year.$36.4$1.00$35.4$20.2$17.5$2.70
2020Detailed filing. Detailed filing data is available for this year.$31.6$0.86$30.8$16.1$13.6$2.57
2019Detailed filing. Detailed filing data is available for this year.$26.4$0.64$25.8$14.4$10.5$3.91
2018Detailed filing. Detailed filing data is available for this year.$19.5$0.28$19.2$9.45$10.4$0.96
2017Detailed filing. Detailed filing data is available for this year.$21.6$0.57$21.1$8.68$10.6$1.90
2016Detailed filing. Detailed filing data is available for this year.$22.1$0.05$22.0$11.3$8.07$3.19
2015Detailed filing. Detailed filing data is available for this year.$18.5$0.08$18.4$10.8$13.4$2.60
2014Detailed filing. Detailed filing data is available for this year.$23.4$0.55$22.8$12.3$8.61$3.69
2013Detailed filing. Detailed filing data is available for this year.$20.8$1.69$19.1$11.8$11.6$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$0.43$18.4$11.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.11$16.2$8.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.10$13.7$6.11