Civic Intelligence

Philanthropic Ventures Foundation

990 • Fiscal year 2019 • EIN 94-3136771

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

12th percentile

0.04x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

25th percentile

$162,529

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

92nd percentile

35%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

53%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$26,415,593

Up $6,887,961 (+35%) from 2018

Net Assets

Up

$25,773,309

Up $6,526,736 (+34%) from 2018

Liabilities

Up

$642,284

Up $361,225 (+129%) from 2018

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin83rd percentile

Revenue

Up

$14,426,011

Up $4,978,828 (+53%) from 2018

Expenses

Up

$10,519,908

Up $116,103 (+1.1%) from 2018

Net Income

Up

$3,906,103

Up $4,862,725 (+508%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2019

Assets$26,415,593
Liabilities$642,284
Net Assets$25,773,309
Open 2019 Filing

Operations Trend

Revenue Growth91st 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

2019

Revenue$14,426,011
Expenses$10,519,908
Net Income$3,906,103
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$19,716,757
Mission and Program Overview

Mission

To engage creative donors and community partners in grassroots philanthropy via radical collaboration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,871,070$23,075,706▲ $6,204,636
Savings and Temporary Cash Investments$1,945,622$2,502,431▲ $556,809
Cash and Non-Interest-Bearing Accounts$707,430$831,521▲ $124,091
Prepaid Expenses and Deferred Charges$3,510$5,935▲ $2,425
Total Assets$19,527,632$26,415,593▲ $6,887,961
Liabilities
Grants Payable$247,491$613,541▲ $366,050
Accounts Payable and Accrued Expenses$33,568$28,743▼ $4,825
Total Liabilities$281,059$642,284▲ $361,225
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,165,210$19,881,112▲ $5,715,902
Net Assets With Donor Restrictions$5,081,363$5,892,197▲ $810,834
Total Net Assets Fund Balance$19,246,573$25,773,309▲ $6,526,736
Total Liabilities and Net Assets / Fund Balance$19,527,632$26,415,593▲ $6,887,961

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$5,081,363-▲ $997,792-$5,892,197
2018$5,495,605-▼ $222,677-$5,081,363
2017$4,952,861-▲ $724,493-$5,495,605
2016$4,839,498-▲ $285,372-$4,952,861
2015$5,072,955-▼ $57,761-$4,839,498
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn HawkSecretary/chief Operating OfficerFT$141,110$21,419$162,529
Bill SomervillePresident/founderPT$125,000$8,829$133,829

Board Members and Trustees

NameTitle
Colburn S WilburChairman
Adrienne J TissierDirector
Alicia AguirreDirector
Duncan BeardsleyDirector
Jackie SpeierDirector
James R CodyDirector
Moira C WalshDirector
James HigaTreasurer/executive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$13,702,918
Program Service Revenue
$0
Investment Income
$723,093
Other Revenue
$0
All Other Contributions
$13,702,918
Change in Net Assets
$3,906,103

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 Traded9$5,576,220Market Value
Total Noncash Contributions9$5,576,220-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,339,808
Revenue Not Reported on Financial Statements
$86,203
Revenue Not Reported on Form 990
$2,770,633
Total Revenue per Audited Statements
$17,110,441
Total Revenue per Form 990
$14,426,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,762,593
Salaries, Compensation, and Employee Benefits$496,758
Other Expenses$260,557
Total Fundraising Expense$73,177
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,375,586--$6,375,586
Foreign Grants$3,387,007--$3,387,007
Current Officers, Directors, Trustees, and Key Employees$231,102$27,754$37,502$296,358
Other Salaries and Wages$121,753$14,628$19,753$156,134
Fees for Service Investment Mgmnt Fees-$86,203-$86,203
Fees for Services Accounting-$75,280-$75,280
Occupancy$38,701$4,650$6,280$49,631
Payroll Taxes$25,682$3,085$4,167$32,934
Office Expenses$11,471$6,923$838$19,232
Travel$11,537--$11,537
Insurance-$10,243-$10,243
Pension Plan Contributions$4,565$549$740$5,854
Other Employee Benefits$4,271$513$694$5,478
Advertising--$3,203$3,203
All Other Expenses$746$2,237-$2,983
Other Expenses$750$1,121-$750
Total Functional Expenses$10,213,545$233,186$73,177$10,519,908

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,583,705
Total Expenses per Form 990$10,519,908
Expenses per Audited Statements$10,433,705
Expenses Not Reported on Form 990$150,000
Expenses Not Reported on Financial Statements$86,203
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
All in Alameda CountyOakland, CACounty of AlamedaGeneral Support$258,237
Community Legal Services in East Palo AltoEast Palo Alto, CA501(c)(3)Rescue Housing Fund, Mental Health Support$114,092
New Canaan Country Day SchoolNew Canaan, CT501(c)(3)General Support$100,000
Stone Soup PdxPortland, OR501(c)(3)General Support$84,574
Alas - Ayudando Latinos a SoarEl Granada, CA501(c)(3)A Peer Mentor to Advise Laid Off Workers$72,500
Turimiquire FoundationCambridge, MAState of CAPlanificacion Familiar En Cumana & Family Planning in Estado Sucre$70,000
Puente De La Costa SurPescadero, CA501(c)(3)Safety Net Needs & Education Program$66,100
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTHPalo Alto, CA501(c)(3)General Support$65,000
Legal Aid Society of San Mateo CountyRedwood City, CA501(c)(3)To Support the Client Emergency Fund / General Support$60,000
Rosalie Rendu CenterEast Palo Alto, CA501(c)(3)General Support$54,400
The Children of Hope AcademySaint George, UTState of CAGeneral Support$52,500
American Friends of Birdlife International IncNew York, NY501(c)(3)General Support$50,000
Oregon Shakespeare Festival AssociationAshland, OR501(c)(3)General Support$50,000
Philaharmonia Baroque OrchestraSan Francisco, CA501(c)(3)General Support and Musical Instruments$46,000
Libraries Without BordersWashington, DC501(c)(3)General Support$40,000
Lava MaeSan Francisco, CA501(c)(3)General Support$36,245
Grace CathedralSan Francisco, CA501(c)(3)General Support$35,000
Mike Rosas MinistriesHouston, TX501(c)(3)General Support$30,000
Northern California GrantmakersSan Francisco, CA501(c)(3)For the Hawaii Philanthropy Forum$30,000
People Acting in Community Together (pact)San Jose, CA501(c)(3)General Support$30,000
Hidden VillaLos Altos, CA501(c)(3)General Support$27,500
American Leadership Forum - Silicon ValleySan Jose, CA501(c)(3)General Support$26,000
Eastside College Preparatory SchoolEast Palo Alto, CA501(c)(3)General Support$26,000
Hesperian Health GuidesBerkeley, CA501(c)(3)FOR THE PROJECT "FAMILY PLANNING CHOICES MOBILE APP"$25,500
Catholic Worker Hospitality HouseSan Bruno, CA501(c)(3)General Support$25,200
Public Health InstituteOakland, CA501(c)(3)Inn4 Consultation - Wet Pilot Internship$25,192
Episcopal Church in the Diocese of CaliforniaHealdsburg, CA501(c)(3)For the Reverend John Weaver Arts Center$25,000
Island ConservationSanta Cruz, CA501(c)(3)General Support$25,000
Lifenet InternationalWashington, DC501(c)(3)Long-term Family Planning for Rural Communities$25,000
Next Door Solutions to Domestic ViolenceSan Jose, CA501(c)(3)General Support$25,000
Ravenswood Education FoundationMenlo Park, CA501(c)(3)General Support$25,000
Sandy Hook Promise FoundationNewtown, CT501(c)(3)General Support$25,000
Stanford Health CareSan Francisco, CA501(c)(3)General Support$25,000
Teen Success IncMilpitas, CAState of CAGeneral Support$25,000
World Vasectomy DayNew York, NY-Vasectomy Without Borders$25,000
Kentfield Schools FoundationKentfield, CA501(c)(3)General Support$24,000
Ecumenical Hunger ProgramEast Palo Alto, CA501(c)(3)General Support$20,500
Fellowship of Christian AthletesKansas City, MO501(c)(3)General Support$20,100
LifemovesMenlo Park, CA501(c)(3)Safe and Supportive Parking Pilot$20,000
St Vincent De PaulSan Mateo, CA501(c)(3)Agape Post Graduate Program for Women$20,000
TechoMiami, FL501(c)(3)Techo Paraguay General Support$18,000
Center for Excellence in NonprofitsRedwood City, CA501(c)(3)General Support$17,500
All FiveMenlo Park, CA501(c)(3)Training With the Full Team at All Five$17,000
The First Place for YouthOakland, CA501(c)(3)Wellness Services & Safety Net Services$16,500
1st Presbyterian Church of Santa RosaSanta Rosa, CA501(c)(3)General Support$15,000
Coachme HealthSan Francisco, CA501(c)(3)To Support Pilot at Samaritan House$15,000
Colorado CollegeColorado Springs, CO501(c)(3)General Support$15,000
East Bay Community FoundationOakland, CA501(c)(3)Support Consulting Work at Ebcf$15,000
Get Involved FoundationPalo Alto, CA501(c)(3)General Support$15,000
One Life Counseling CenterSan Carlos, CA501(c)(3)Safety Net Services for Low-income Families$15,000
Planned Parenthood Mar MonteSan Jose, CA501(c)(3)General Support$15,000
Sojourn to the PastMillbrae, CA501(c)(3)Educational Trips About the Modern Civil Rights Movement$15,000
CHILDREN'S HEALTH COUNCILPalo Alto, CA501(c)(3)General Support$13,000
San Francisco and Marin Food BanksSan Francisco, CA501(c)(3)General Support$12,500
Sempervirens FundLos Altos, CA501(c)(3)General Support$12,500
Analy High SchoolSebastopol, CAWscuhsdStudent Scholarships in Agriculture, Construction, Tech, & Athletics$12,000
Naral Pro-choice America FoundationWashington, DC501(c)(3)General Support$10,105
Kimbritive LLCBrooklyn, NY501(c)(3)General Support$10,000
Lds Church Hungary Romania MissionPhoenix, AZ501(c)(3)General Support of the Hungary/ Romania Mission$10,000
Marin Humane SocietyNovato, CA501(c)(3)General Support$10,000
Monterey Bay AquariumMonterey, CA501(c)(3)General Support$10,000
Pasadena Rugby Football ClubGlendale, CA501(c)(3)Community Outreach and Enrichment$10,000
Pescadero Education FoundationPescadero, CA501(c)(3)To Support the Upcoming Washington Dc Trip$10,000
Rent-a-romperLos Angeles, CAState of NjGeneral Support$10,000
Ronald Mcdonald HousePalo Alto, CA501(c)(3)General Support$10,000
Silicon Valley Community FoundationMountain View, CA501(c)(3)Executive Coaching$10,000
Social Cipher LLCLos Angeles, CA501(c)(3)General Support$10,000
Street Level Health ProjectOakland, CA501(c)(3)General Support$10,000
United Religions InitiativeSan Francisco, CA501(c)(3)General Support$10,000
Village Enterprise FundSan Carlos, CA-General Support$10,000
VoteridersSanta Monica, CA-In Support of Indivisible Portola Valley$10,000
East Bay Family DefendersSan Leandro, CA501(c)(3)East Bay Family Defender Project$8,824
GatepathRedwood City, CA501(c)(3)Power of Possibilites$8,000
Grateful GatheringsOakland, CA501(c)(3)Taskrabbit for Good Community Grant$8,000
The First 72New Orleans, LA501(c)(3)Taskrabbit for Good Community Grant$8,000
Positive Coaching AllianceMountain View, CA501(c)(3)General Support$7,900
San Francisco BalletSan Francisco, CA501(c)(3)General Support$7,535
Acadia CenterRockport, ME501(c)(3)Storytelling Consultant$7,500
Advanced Energy Economy InstituteWashington, DC501(c)(3)Support Digital Web Design$7,500
Campus CompactBoston, MA501(c)(3)Digital, Website, Print Design for Bi-annual Conference$7,500
ClaspWashington, DC501(c)(3)To Develop Messaging & Social Media Content$7,500
Cub Consumer Education & Research FundChicago, IL501(c)(3)Media Outreach Work on Benefits of Transportation Electrification$7,500
Dream CorpsOakland, CA501(c)(3)Media Outreach to Amplify Green for Alls Climate Storytelling Academy$7,500
EdsourceOakland, CA501(c)(3)Infographics Specialist to Create New Data-driven Infographics$7,500
Foothill-de Anza Community Colleges FoundationLos Altos Hills, CA501(c)(3)Videographer to Document the Voices of the Fei Community$7,500
Institute for Policy Integrity at New York University School of LawNew York, NY501(c)(3)Website Re-design$7,500
Marine Science InstituteRedwood City, CA501(c)(3)VIDEOS COMMEMORATING MSI'S 50TH ANNIVERSARY$7,500
New Venture FundWashington, DC501(c)(3)A Mission-driven Video for the Hope and Heal Fund$7,500
Oregon Environmental CouncilPortland, OR501(c)(3)Hiring a Consultant to Evaluate Digital Communications$7,500
Rutgers the State University of New JerseyPiscataway, NJ501(c)(3)A Photographer/videographer for Professional Media Pieces$7,500
San Francisco Opera AssociationSan Francisco, CA501(c)(3)National/international Press Representation for Media Outreach$7,500
San Jose JazzSan Jose, CA501(c)(3)Videos Celebrating Summer Fests 30-year History$7,500
Silicon Valley at HomeSan Jose, CA501(c)(3)Website to Create a Central Hub With Links to Information$7,500
Social Good FundRichmond, CA501(c)(3)General Support$7,500
The Regents of the University of California San DiegoLa Jolla, CA501(c)(3)Communications Support$7,500
The Thacher SchoolOjai, CA501(c)(3)General Support$7,500
Uc RegentsWest Sacramento, CA501(c)(3)Developing Visuals Related to Electric-vehicle (ev) Targets and Fees$7,500
University of California Santa CruzSanta Cruz, CA501(c)(3)Communications Support$7,500
The Regents of the University of California Santa BarbaraSanta Barbara, CAState of CACommunications Support$7,475
Society for Science & the PublicWashington, DC501(c)(3)Upgrade Video Capacity to Produce Original Videos$7,130
ALZHEIMER'S ASSOCIATIONChicago, IL501(c)(3)In Memory of Lucinda Crocker$7,000
San Francisco 49ers AcademyEast Palo Alto, CA501(c)(3)General Support & Safety Net Services$6,990
At the CrossroadsSan Francisco, CA501(c)(3)General Support$6,245
Nuestra CasaEast Palo Alto, CA501(c)(3)General Support$6,150
Bring Me a Book FoundationRedwood City, CA501(c)(3)Books and a Parent Workshop$6,000
Buddhist Tzu Chi Medical FoundationMilpitas, CA501(c)(3)A Free Weekend Dental Clinic at Costano Elementary School$6,000
Everychild FoundationPacific Palisades, CA501(c)(3)General Support$6,000
Flo LLCNoblesville, IN501(c)(3)General Support$6,000
Girls to WomenEast Palo Alto, CA501(c)(3)General Support$6,000
Uptown Lb Youth Baseball and SoftballLong Beach, CA-To Support the All-star Regionals Trip to Hawaii$6,000
Youth Community ServicePalo Alto, CA-After School Leadership Programs$6,000
CanopyPalo Alto, CA501(c)(3)Hands-on Environmental Science Education for K-5$5,200
1951 Coffee CompanyBerkeley, CA501(c)(3)General Support$5,098

International Summary

Offices
0
Employees
0
Spending
$3,387,007

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$946,456
Sub-saharan AfricaGrantmaking-00$793,533
South AmericaGrantmaking-00$743,987
Europe (including Iceland & Greenland)Grantmaking-00$523,800
Middle East and North AfricaGrantmaking-00$150,000
East Asia and the PacificGrantmaking-00$83,327
Central America and the CaribbeanGrantmaking-00$79,494
South AsiaGrantmaking-00$66,410
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A draft form 990 is prepared by an independent accounting firm and reviewed by the organization's chief operating officer; adjustments are made, as necessary. A complete copy of the form 990 is provided to all members of the governing body for review and comment prior to filing with the internal revenue service.”

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 in the decision-making process.”

Form 990, Part VI, Section B, Line 15

“Compensation for all officers and key employees 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 2019.”

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
2020-11-12
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
8
Volunteers
8

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:

“Endowment funds are utilzied as a safety net for poverty community grants, as well as for 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. For the years ended december 31, 2019 and 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, 2019 and 2018, 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 1,736 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/EOYAmt0831521
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt037502
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt027754
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0231102
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0296358
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt013702918
IRS990/CYGrantsAndSimilarPaidAmt09762593
IRS990/CYInvestmentIncomeAmt0723093
IRS990/CYOtherExpensesAmt0260557
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03906103
IRS990/CYSalariesCompEmpBnftPaidAmt0496758
IRS990/CYTotalExpensesAmt010519908
IRS990/CYTotalFundraisingExpenseAmt073177
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014426011
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 SUCCEED IN THEIR WORK.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt05081363
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05892197
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt010213545
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt075280
IRS990/FeesForServicesAccountingGrp/TotalAmt075280
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt086203
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt086203
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt03387007
IRS990/ForeignGrantsGrp/TotalAmt03387007
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt332.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt424.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt48829
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt921419
IRS990/Form990PartVIISectionAGrp/PersonNm0ALICIA AGUIRRE
IRS990/Form990PartVIISectionAGrp/PersonNm1DUNCAN BEARDSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES R CODY
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES HIGA
IRS990/Form990PartVIISectionAGrp/PersonNm4BILL SOMERVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm5JACKIE SPEIER
IRS990/Form990PartVIISectionAGrp/PersonNm6ADRIENNE J TISSIER
IRS990/Form990PartVIISectionAGrp/PersonNm7MOIRA C WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm8COLBURN S WILBUR
IRS990/Form990PartVIISectionAGrp/PersonNm9DAWN HAWK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4125000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9141110
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT/FOUNDER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY/CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0400106
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt09762593
IRS990/GrantsPayableGrp/BOYAmt0247491
IRS990/GrantsPayableGrp/EOYAmt0613541
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06375586
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06375586
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05690852
IRS990/GrossReceiptsAmt019716757
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt010243
IRS990/InsuranceGrp/TotalAmt010243
IRS990/InvestmentIncomeGrp/ExclusionAmt0322987
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0322987
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016871070
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023075706
IRS990/IRPDocumentCnt055
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05290746
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENGAGE CREATIVE DONORS AND COMMUNITY PARTNERS IN GRASSROOTS PHILANTHROPY VIA RADICAL COLLABORATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt019246573
IRS990/NetAssetsOrFundBalancesEOYAmt025773309
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0400106
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0400106
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02620633
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt014165210
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt019881112
IRS990/NoncashContributionsAmt05576220
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06280
IRS990/OccupancyGrp/ManagementAndGeneralAmt04650
IRS990/OccupancyGrp/ProgramServicesAmt038701
IRS990/OccupancyGrp/TotalAmt049631
IRS990/OfficeExpensesGrp/FundraisingAmt0838
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06923
IRS990/OfficeExpensesGrp/ProgramServicesAmt011471
IRS990/OfficeExpensesGrp/TotalAmt019232
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0694
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0513
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04271
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05478
IRS990/OtherExpensesGrp/Desc0PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01121
IRS990/OtherExpensesGrp/ProgramServicesAmt0374
IRS990/OtherExpensesGrp/ProgramServicesAmt1750
IRS990/OtherExpensesGrp/TotalAmt01495
IRS990/OtherExpensesGrp/TotalAmt1750
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019753
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014628
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0121753
IRS990/OtherSalariesAndWagesGrp/TotalAmt0156134
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04167
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03085
IRS990/PayrollTaxesGrp/ProgramServicesAmt025682
IRS990/PayrollTaxesGrp/TotalAmt032934
IRS990/PensionPlanContributionsGrp/FundraisingAmt0740
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0549
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04565
IRS990/PensionPlanContributionsGrp/TotalAmt05854
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03510
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05935
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/PYContributionsGrantsAmt08850632
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt09585019
IRS990/PYInvestmentIncomeAmt0596551
IRS990/PYOtherExpensesAmt0230952
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-956622
IRS990/PYSalariesCompEmpBnftPaidAmt0587834
IRS990/PYTotalExpensesAmt010403805
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09447183
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03906103
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01945622
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02502431
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2015 AMOUNT: $ 16.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013702918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08850632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08264889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011018027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08994814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt050831280
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0322987
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0253093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0196107
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0164581
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0220575
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01157343
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03783
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016
IRS990ScheduleA/PublicSupportCY170Pct00.83120
IRS990ScheduleA/PublicSupportPY170Pct00.84480
IRS990ScheduleA/PublicSupportTotal170Amt043210761
IRS990ScheduleA/SubstantialContributorsTotAmt07620519
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013702918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08850632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08264889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011018027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08994814
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt050831280
IRS990ScheduleA/TotalSupportAmt051988639
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05081363
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05892197
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0186958
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0997792
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05495605
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05081363
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0191565
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-222677
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04952861
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05495605
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0181749
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0724493
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04839498
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04952861
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0172009
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0285372
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05072955
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04839498
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0175696
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-57761
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0150000
IRS990ScheduleD/DonatedServicesUseFcltsAmt0150000
IRS990ScheduleD/DonorAdvisedFundsContriAmt010115034
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt06916721
IRS990ScheduleD/DonorAdvisedFundsHeldCnt050
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt016629677
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0150000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt086203
IRS990ScheduleD/ExpensesSubtotalAmt010433705
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt03471131
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt02997032
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt050
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01782723
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt086203
IRS990ScheduleD/InvestmentExpensesNotIncldAmt086203
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02620633
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.78920
IRS990ScheduleD/RevenueNotReportedAmt02770633
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt086203
IRS990ScheduleD/RevenueSubtotalAmt014339808
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE UTILZIED AS A SAFETY NET FOR POVERTY COMMUNITY GRANTS, AS WELL AS FOR 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. FOR THE YEARS ENDED DECEMBER 31, 2019 AND 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, 2019 AND 2018, 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/TermEndowmentBalanceEOYPct00.21080
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt010519908
IRS990ScheduleD/TotalRevenuePerForm990Amt014426011
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017110441
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010583705
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

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,415,593
Liabilities
$642,284
Net assets
$25,773,309
Revenue
$14,426,011
Expenses
$10,519,908
Net income
$3,906,103
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