Instrumentl eFile Render
Object ID: 202102239349100240 - Rendered 2024-05-08
TIN: 77-0108124
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
10-01-2019
, and ending
09-30-2020
Name of foundation
THE GROVE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 1667
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ALTOS
,
CA
940231667
A Employer identification number
77-0108124
B
Telephone number (see instructions)
(650) 523-1300
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
131,681,005
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
25,870,705
2
Check
.............
3
Interest on savings and temporary cash investments
1,495,675
1,495,675
4
Dividends and interest from securities
...
503,127
631,889
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,173,947
b
Gross sales price for all assets on line 6a
56,284,074
7
Capital gain net income (from Part IV, line 2)
...
5,282,922
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
17,295
-143,451
12
Total.
Add lines 1 through 11
........
30,060,749
7,267,035
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
20,942
9,635
11,307
b
Accounting fees (attach schedule)
.......
37,884
3,788
34,096
c
Other professional fees (attach schedule)
....
357,516
324,027
33,489
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
141,000
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
10,545
0
10,545
22
Printing and publications
..........
35
0
35
23
Other expenses (attach schedule)
.......
76,548
0
76,548
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
644,470
337,450
166,020
25
Contributions, gifts, grants paid
.......
19,656,500
22,449,000
26
Total expenses and disbursements.
Add lines 24 and 25
20,300,970
337,450
22,615,020
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
9,759,779
b
Net investment income
(if negative, enter -0-)
6,929,585
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
44,139,494
50,255,693
50,255,693
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
40,000
Less: allowance for doubtful accounts
0
40,000
40,000
40,000
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
44,179,486
42,767,913
42,767,913
b
Investments—corporate stock (attach schedule)
.......
6,921,698
4,713,120
4,713,120
c
Investments—corporate bonds (attach schedule)
.......
9,455,446
12,090,848
12,090,848
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
8,617,288
9,878,053
16,460,557
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
4,754,223
5,352,874
5,352,874
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
118,107,635
125,098,501
131,681,005
17
Accounts payable and accrued expenses
..........
51,939
781
18
Grants payable
.................
6,110,000
1,525,000
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
6,161,939
1,525,781
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
111,645,696
123,572,720
25
Net assets with donor restrictions
............
300,000
0
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
111,945,696
123,572,720
30
Total liabilities and net assets/fund balances
(see instructions)
.
118,107,635
125,098,501
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
111,945,696
2
Enter amount from Part I, line 27a
.....................
2
9,759,779
3
Other increases not included in line 2 (itemize)
3
1,867,245
4
Add lines 1, 2, and 3
..........................
4
123,572,720
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
123,572,720
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
P
b
NINETEEN 77 GLOBAL MULTI-STRATEGY WM LLC
D
2012-02-24
2020-03-31
c
PASS THROUGH CAPITAL GAIN
P
2019-09-30
2020-09-30
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
52,555,642
48,188,278
4,367,364
b
2,681,403
2,121,000
560,403
c
1,047,029
691,874
355,155
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
4,367,364
b
560,403
c
355,155
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
5,282,922
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
18,675,319
105,381,413
0.177216
2017
19,086,528
120,363,794
0.158574
2016
18,991,757
103,941,269
0.182716
2015
17,724,138
78,335,239
0.226260
2014
20,655,183
87,573,469
0.235861
2
Total
of line 1, column (d)
.....................
2
0.980627
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.196125
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
131,375,133
5
Multiply line 4 by line 3
......................
5
25,765,948
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
69,296
7
Add lines 5 and 6
........................
7
25,835,244
8
Enter qualifying distributions from Part XII, line 4
,.............
8
24,265,020
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
138,592
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
138,592
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
138,592
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
154,682
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
5,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
159,682
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
21,090
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
21,090
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
Yes
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
Yes
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
LESLIE DOROSIN
Telephone no.
(650) 523-1330
Located at
PO BOX 1667
LOS ALTOS
CA
ZIP+4
940231667
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
No
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
KAREN GROVE
BOARD CHAIR
10.00
0
0
0
PO BOX 1667
LOS ALTOS
,
CA
94023
EVA K GROVE
SECRETARY
8.00
0
0
0
PO BOX 1667
LOS ALTOS
,
CA
94023
LESLIE DOROSIN
CO-EXECUTIVE DIRECTOR/CFO
30.00
0
0
0
PO BOX 1667
LOS ALTOS
,
CA
94023
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
LEARNING FOR ACTION
PROGRAM CONSULTANT
55,644
PO BOX 411490
SAN FRANCISCO
,
CA
94141
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
ECOTRUST FORESTS LLC: LOAN MADE AT BELOW-MARKET INTEREST RATE TO SUPPORT CONSERVATION-BASED FOREST MANAGEMENT STRATEGIES WITH A KEY AIM BEING TO MITIGATE CLIMATE CHANGE.
1,500,000
2
MISSION DRIVEN FINANCE: LOAN MADE AT BELOW-MARKET INTEREST RATE TO PROVIDE RAPID AND CRITICAL FINANCING TO POST BONDS TO FREE IMMIGRANTS WHO ARE IN IMMIGRATION DETENTION.
150,000
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
1,650,000
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
60,570,968
b
Average of monthly cash balances
.......................
1b
56,578,871
c
Fair market value of all other assets (see instructions)
................
1c
16,225,931
d
Total
(add lines 1a, b, and c)
.........................
1d
133,375,770
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
133,375,770
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
2,000,637
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
131,375,133
6
Minimum investment return.
Enter 5% of line 5
..................
6
6,568,757
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
6,568,757
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
138,592
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
19,496
c
Add lines 2a and 2b
............................
2c
158,088
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
6,410,669
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
6,410,669
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
6,410,669
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
22,615,020
b
Program-related investments—total from Part IX-B
..................
1b
1,650,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
24,265,020
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
24,265,020
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
6,410,669
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
16,384,084
b
From 2015
......
13,915,714
c
From 2016
......
13,936,042
d
From 2017
......
13,102,677
e
From 2018
......
13,456,111
f
Total
of lines 3a through e
........
70,794,628
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
24,265,020
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
6,410,669
e
Remaining amount distributed out of corpus
17,854,351
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
88,648,979
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
16,384,084
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
72,264,895
10
Analysis of line 9:
a
Excess from 2015
....
13,915,714
b
Excess from 2016
....
13,936,042
c
Excess from 2017
....
13,102,677
d
Excess from 2018
....
13,456,111
e
Excess from 2019
....
17,854,351
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
EVA K GROVE
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ACCE INSTITUTE
3655 S GRAND AVE SUITE 250
LOS ANGELES
,
CA
90007
N/A
PC
GENERAL SUPPORT
40,000
ACCESS WOMENS HEALTH JUSTICE
PO BOX 3609
OAKLAND
,
CA
946090609
N/A
PC
GENERAL SUPPORT
100,000
ACT FOR WOMEN AND GIRLS
PO BOX 536
VISALIA
,
CA
932790536
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
75,000
ADVOCATES FOR YOUTH
1325 G STREET SUITE 980
WASHINGTON
,
DC
20005
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
525,000
AL OTRO LADO
1200 N STATE STREET
LOS ANGELES
,
CA
90032
N/A
PC
PROJECT SUPPORT
40,000
ALLIANCE FOR CLIMATE EDUCATION
4676 BROADWAY SUITE A
BOULDER
,
CO
80304
N/A
PC
GENERAL SUPPORT
25,000
ALTERNATE ROOTS
352 UNIVERSITY AVENUE SW STE N-120
ATLANTA
,
GA
30310
N/A
PC
PROJECT SUPPORT
75,000
AMALGAMATED FOUNDATION
1825 K ST NW
WASHINGTON
,
DC
20006
N/A
PC
PROJECT SUPPORT & DONOR ADVISED FUND
842,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTHERN CA
39 DRUMM ST
SAN FRANCISCO
,
CA
941114805
N/A
PC
PROJECT SUPPORT
60,000
AMERICAN IMMIGRATION COUNCIL
1331 G STREET NM
WASHINGTON
,
DC
20005
N/A
PC
PROJECT SUPPORT
25,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUE
NEW YORK
,
NY
101580180
N/A
PC
PROJECT SUPPORT
50,000
ARIZONA COALITION FOR CHANGE
1241 E WASHINGTON ST SUITE 103
PHOENIX
,
AZ
85034
N/A
PC
GENERAL SUPPORT
50,000
ASIAN AMERICANS ADVANCING JUSTICE-ASIAN LAW CAUCUS
55 COLUMBUS AVE
SAN FRANCISCO
,
CA
941112101
N/A
PC
PROJECT SUPPORT
90,000
BISC FOUNDATION
1660 L ST NW STE 605
WASHINGTON
,
DC
20036
N/A
PC
GENERAL SUPPORT
30,000
BLACK ORGANIZING PROJECT
1035 W GRAND AVE
OAKLAND
,
CA
94607
N/A
PC
GENERAL SUPPORT
50,000
BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE
3645 MARKETPLACE BLVD SUITE 130-209
EAST POINT
,
GA
30344
N/A
PC
GENERAL SUPPORT
75,000
BLACK WOMEN FOR WELLNESS
PO BOX 292516
LOS ANGELES
,
CA
900297516
N/A
PC
GENERAL SUPPORT
100,000
BOREALIS PHILANTHROPY
126 N 3RD ST STE 402
MINNEAPOLIS
,
MN
554012838
N/A
PC
PROJECT SUPPORT
75,000
CABRILLO COLLEGE FOUNDATION
6500 SOQUEL DR
APTOS
,
CA
950033119
N/A
PC
PROJECT SUPPORT
110,000
CALCEF INNOVATIONS
436 14TH ST STE 1220
OAKLAND
,
CA
946122723
N/A
PC
PROJECT SUPPORT
25,000
CALIFORNIA IMMIGRANT POLICY CENTER
634 S SPRING ST STE 600A
LOS ANGELES
,
CA
900143906
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
230,000
CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE
PO BOX 861766
LOS ANGELES
,
CA
90086
N/A
PC
GENERAL SUPPORT
50,000
CAMELBACK VENTURES
612 ANDREW HIGGINS BLVD FLOOR 3
NEW ORLEANS
,
LA
70130
N/A
PC
GENERAL SUPPORT
50,000
CARDEA CENTER FOR HEALTH AND HUMAN SERVICES
614 GRAND AVE STE 400
OAKLAND
,
CA
946103562
N/A
PC
PROJECT SUPPORT
250,000
CATCHAFIRE INC
31 EAST 32ND ST 1001
NEW YORK
,
NY
10016
N/A
NC
PROJECT SUPPORT
50,000
CENTER FOR CIVIC POLICY
2301 MOUNTAIN RD NE
ALBUQUERQUE
,
NM
87106
N/A
PC
PROJECT SUPPORT
350,000
CENTER FOR RACE RELIGION AND ECONOMIC DEMOCRACY INC
915 E MARKET ST
AKRON
,
OH
44305
N/A
PC
PROJECT SUPPORT
50,000
CENTRAL ARIZONANS FOR A SUSTAINABLE ECONOMY
22150 E HIGHLAND AVE SUITE 204
PHOENIX
,
AZ
85016
N/A
PC
GENERAL SUPPORT
80,000
CENTRAL VALLEY IMMIGRANT INTEGRATION COLLABORATIVE
516 VILLA AVE SUITE 28
CLOVIS
,
CA
93612
N/A
PC
PROJECT SUPPORT
75,000
CHINESE FOR AFFIRMATIVE ACTION
4625 44TH ST
SACRAMENTO
,
CA
95820
N/A
PC
PROJECT SUPPORT
100,000
CHINESE PROGRESSIVE ASSOCIATION
436 14TH ST
OAKLAND
,
CA
94612
N/A
PC
PROJECT SUPPORT
60,000
COASTSIDE HOPE
PO BOX 1089
EL GRANADA
,
CA
940181089
N/A
PC
PROJECT SUPPORT
50,000
COMMUNITIES FOR A BETTER ENVIRONMENT
6325 PACIFIC BLVD STE 300
HUNTINGTON PARK
,
CA
902554100
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
200,000
COMMUNITY INITIATIVES
PO BOX 411512
SAN FRANCISCO
,
CA
94141
N/A
PC
PROJECT SUPPORT
630,000
COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC
1861 BAY ROAD
EAST PALO ALTO
,
CA
94303
N/A
PC
PROJECT SUPPORT
255,000
CONFLUENCE PHILANTHROPY INC
475 RIVERSIDE DR RM 900
NEW YORK
,
NY
101150066
N/A
PC
GENERAL SUPPORT
25,000
CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE
PO BOX 5090
SAN MATEO
,
CA
94403
N/A
PC
GENERAL SUPPORT
74,500
DINE CITIZENS AGAINST RUINING OUR ENVIRONMENT
10A TOWN PLZ PMB 138
DURANGO
,
CA
813015104
N/A
PC
GENERAL SUPPORT
100,000
EDUCATION TRAINING AND RESEARCH ASSOCIATES
5619 SCOTTS VALLEY DRIVE SUITE 140
SCOTT VALLEY
,
CA
95066
N/A
PC
PROJECT SUPPORT
50,000
EYES OPEN IOWA
4000 WESTOWN PARKWAY STE 204
WEST DES MOINES
,
IA
50266
N/A
PC
PROJECT SUPPORT
175,000
FAITH ORGANIZING ALLIANCE
940 WEST OWENS AVENUE
LAS VEGAS
,
NV
89106
N/A
PC
GENERAL SUPPORT
30,000
FORWARD TOGETHER
300 FRANK H OGAWA PLAZA STE 700
OAKLAND
,
CA
94612
N/A
PC
GENERAL SUPPORT
200,000
FREEDOM FOR IMMIGRANTS
1322 WEBSTER STREET SUITE 300
OAKLAND
,
CA
94612
N/A
PC
PROJECT SUPPORT
50,000
FREEDOM INC
2110 LUANNE LANE
MADISON
,
WI
53713
N/A
PC
GENERAL SUPPORT
70,000
FRESNO BARRIOS UNIDOS
4415 E TULARE ST
FRESNO
,
CA
937023039
N/A
PC
GENERAL SUPPORT
50,000
FUNDERS FOR REPRODUCTIVE EQUITY INC
PO BOX 750
ROCKVILLE
,
MD
208480750
N/A
PC
GENERAL SUPPORT
25,000
GENESEE VALLEY BOCES
80 MUNSON ST
LE ROY
,
NY
14020
N/A
GOV
PROJECT SUPPORT
100,000
GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL INC
1718 PEACHTREE SUITE 465
ATLANTA
,
GA
30309
N/A
PC
PROJECT SUPPORT
145,000
GEORGIA COALITION FOR THE PEOPLES AGENDA
501 PULLIAM STREET SUITE 410
ATLANTA
,
GA
30312
N/A
PC
GENERAL SUPPORT
75,000
GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES
PO BOX 2178
PETALUMA
,
CA
949532178
N/A
PC
PROJECT SUPPORT
80,000
GROUNDSWELL FUND
436 14TH ST STE 723
OAKLAND
,
CA
946122709
N/A
PC
GENERAL SUPPORT
200,000
HIAS INC
1300 SPRING ST STE 500
SILVER SPRING
,
MD
209103634
N/A
PC
PROJECT SUPPORT
100,000
HIGHLANDER CENTER
1959 HIGHLANDER WAY
NEW MARKET
,
TN
37820
N/A
PC
PROJECT SUPPORT
75,000
HIP HOUSING DEVELOPMENT CORPORATION
364 S RAILROAD AVE
SAN MATEO
,
CA
944014024
N/A
PC
PROJECT SUPPORT
120,000
HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY
2905 S EL CAMINO REAL
SAN MATEO
,
CA
944032730
N/A
PC
PROJECT SUPPORT
20,000
IFWHENHOW
1730 FRANKLIN ST STE 212
OAKLAND
,
CA
94612
N/A
PC
GENERAL SUPPORT
200,000
IMMIGRANT LEGAL RESOURCE CENTER
1458 HOWARD STREET
SAN FRANCISCO
,
CA
941032473
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
620,000
IMMIGRATION INSTITUTE OF THE BAY AREA
2600 MIDDLEFIELD ROAD
REDWOOD CITY
,
CA
94063
N/A
PC
PROJECT SUPPORT
100,000
INSTITUTE OF WOMEN AND ETHNIC STUDIES
365 CANAL ST SUITE 1550
NEW ORLEANS
,
LA
70130
N/A
PC
PROJECT SUPPORT
60,000
INTERNATIONAL REFUGEE ASSISTANCE PROJECT
ONE BATTERY PARK PLAZA 4TH FLOOR
NEW YORK
,
NY
10004
N/A
PC
PROJECT SUPPORT
75,000
INTERNATIONAL RESCUE COMMITTEE INC
122 EAST 42ND STREET
NEW YORK
,
NY
101680002
N/A
PC
PROJECT SUPPORT
685,000
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES
121 STEUART ST
SAN FRANCISCO
,
CA
941051236
N/A
PC
GENERAL SUPPORT
50,000
JOBTRAIN INC
1200 OBRIEN DR
MENLO PARK
,
CA
940251413
N/A
PC
GENERAL SUPPORT
125,000
LEADING FOR CHANGE INC
55 E VERNON AVE
PHOENIX
,
AZ
85004
N/A
PC
PROJECT SUPPORT
40,000
LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
740 15TH STREET NW SUITE 700
WASHINGTON
,
DC
20005
N/A
PC
PROJECT SUPPORT
350,000
LEGAL AID SOCIETY OF SAN MATEO CO
330 TWIN DOLPHIN DR STE 123
REDWOOD CITY
,
CA
94065
N/A
PC
PROJECT SUPPORT
250,000
LIFEMOVES
181 CONSTITUTION DRIVE
MENLO PARK
,
CA
94025
N/A
PC
GENERAL SUPPORT
120,000
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW AVE
LOS ALTOS
,
CA
940223742
N/A
PC
GENERAL SUPPORT
10,000
LOS ANGELES ALLIANCE FOR A NEW ECONOMY
4318 S MAIN STREET
LOS ANGELES
,
CA
90037
N/A
PC
PROJECT SUPPORT
5,500
MARCH ON MARYLAND INC
215 WATTS BRANCH PARKWAY
ROCKVILLE
,
MD
20850
N/A
PC
PROJECT SUPPORT
123,000
MI FAMILIA VOTA EDUCATION FUND
1140 E WASHINGTON ST STE 206
PHOENIX
,
AZ
85034
N/A
PC
PROJECT SUPPORT
200,000
MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
498 7TH AVENUE 18TH FLOOR
NEW YORK
,
NY
10008
N/A
PC
PROJECT SUPPORT
5,000,000
MISSION ASSET FUND
3269 MISSION STREET
SAN FRANCISCO
,
CA
94110
N/A
PC
PROJECT SUPPORT
20,000
NARRATIVE NATION
82-155 COUNTRY POINTE CIRCLE
QUEENS VILLAGE
,
NY
11427
N/A
PC
PROJECT SUPPORT
50,000
NATIONAL IMMIGRATION FORUM INC
50 F STREET NW ST 300
WASHINGTON
,
DC
200010000
N/A
PC
PROJECT SUPPORT
50,000
NATIONAL IMMIGRATION LITIGATION ALLIANCE
10 GRIGGS TERRACE
BROOKLINE
,
MA
02446
N/A
PC
PROJECT SUPPORT
30,000
NATIONAL URBAN INDIAN FAMILY COALITION
4000 AURORA AVE N SUITE 102
SEATTLE
,
WA
98103
N/A
PC
PROJECT SUPPORT
150,000
NATIVE AMERICAN RIGHTS FUND
1506 BROADWAY
BOULDER
,
CO
80302
N/A
PC
GENERAL SUPPORT
35,000
NEO PHILANTHROPY INC
45 W 36TH ST FL 6
NEW YORK
,
NY
100187635
N/A
PC
PROJECT SUPPORT
550,000
NEW AMERICAN LEADERS
530 7TH AVE FL M1
NEW YORK
,
NY
10018
N/A
PC
PROJECT SUPPORT
175,000
NEW GEORGIA PROJECT INC
165 COURTLAND ST SUITE A-231
ATLANTA
,
GA
30303
N/A
PC
GENERAL SUPPORT
75,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW SUITE 300
WASHINGTON
,
DC
20036
N/A
PC
PROJECT SUPPORT
25,000
NUESTRA CASA DE EAST PALO ALTO
2396 UNIVERSITY AVE
EAST PALO ALTO
,
CA
94303
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
165,000
OHIO UNITY COALITION
545 E TOWN ST
COLUMBUS
,
OH
43215
N/A
PC
GENERAL SUPPORT
50,000
ONE ARIZONA
345 E PALM LANE
PHOENIX
,
AZ
85004
N/A
PC
GENERAL SUPPORT
295,000
ONE EAST PALO ALTO
1798 B BAY RD
EAST PALO ALTO
,
CA
943031611
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
220,000
ONEJUSTICE
433 CALIFORNIA ST STE 815
SAN FRANCISCO
,
CA
941042012
N/A
PC
PROJECT SUPPORT
85,000
PANGEA LEGAL SERVICES
350 SANSOME ST STE 650
SAN FRANCISCO
,
CA
941041378
N/A
PC
PROJECT SUPPORT
50,000
PENINSULA CONFLICT RESOLUTION CENTER
1670 S AMPHLETT BLVD SUITE 115
SAN MATEO
,
CA
94402
N/A
PC
PROJECT SUPPORT
1,500
PENINSULA FAMILY SERVICE
24 2ND AVE
SAN MATEO
,
CA
944013828
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
45,000
PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDA
SAN JOSE
,
CA
951262203
N/A
PC
GENERAL SUPPORT
775,000
PRO BONO NET INC
151 W 30TH ST 6TH FLOOR
NEW YORK
,
NY
100014018
N/A
PC
PROJECT SUPPORT
100,000
PROGRESSNOW AZ INSTITUTE
345 E PALM LN
PHOENIX
,
AZ
89102
N/A
PC
GENERAL SUPPORT
60,000
PROGRESSIVE LEADERSHIP ALLIANCE OF NEVADA
2330 PASEO DEL PRADO SUITE C109
LAS VEGAS
,
NV
89102
N/A
PC
GENERAL SUPPORT
50,000
PROJECT SOUTH
9 GAMMON AVE SE
ATLANTA
,
GA
30315
N/A
PC
GENERAL SUPPORT
75,000
PUENTE DE LA COSTA SUR
PO BOX 554
PESCADERO
,
CA
940600554
N/A
PC
PROJECT SUPPORT
75,000
QUANTUM LEAP HEALTHCARE COLLABORATIVE
3450 CALIFORNIA STREET 2ND FLOOR
SAN FRANCISCO
,
CA
94108
N/A
PC
PROJECT SUPPORT
25,000
RAVENSWOOD FAMILY HEALTH CENTER
1885 BAY ROAD
EAST PALO ALTO
,
CA
943031611
N/A
PC
GENERAL SUPPORT
120,000
REBUILDING TOGETHER PENINSULA
841 KAYNYNE ST
REDWOOD CITY
,
CA
940633000
N/A
PC
GENERAL SUPPORT
50,000
REDWOOD CITY ELEMENTARY
750 BRADFORD ST
REDWOOD CITY
,
CA
940631727
N/A
GOV
PROJECT SUPPORT
155,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2195 HEARST AVE ROOM 120 MC 1104
BERKELEY
,
CA
947201104
N/A
GOV
PROJECT SUPPORT
80,000
RESIST INC
PO BOX 301240
BOSTON
,
MA
02130
N/A
PC
PROJECT SUPPORT
150,000
RESTORATIVE JUSTICE FOR OAKLAND YOUTH
173 FILBERT
OAKLAND
,
CA
94607
N/A
PC
GENERAL SUPPORT
50,000
RURAL ARIZONA ENGAGEMENT
345 W CENTRAL AVE SUITE 4
COOLIDGE
,
AZ
85128
N/A
PC
GENERAL SUPPORT
50,000
RUTGERS UNIVERSITY FOUNDATION
41 GORDON ROAD SUITE C
PISCATAWAY
,
NJ
08854
N/A
PC
PROJECT SUPPORT
90,000
SAMARITAN HOUSE
4031 PACIFIC BLVD
SAN MATEO
,
CA
94403
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
150,000
SAN FRANCISCO FOUNDATION
ONE EMBARCADERO CENTER SUITE 1400
SAN FRANCISCO
,
CA
94111
N/A
PC
PROJECT SUPPORT
25,000
SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT
3401 CSM DRIVE
SAN MATEO
,
CA
94402
N/A
GOV
PROJECT SUPPORT
125,000
SEXUALITY INFORMATION AND EDUCATION COUNCIL OF THE UNITED STATES INC
1012 14TH STREET NW SUITE 1108
WASHINGTON
,
DC
20005
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
110,000
SHADES OF BLUE PROJECT
211 DOMINION PARK DR 1302
HOUSTON
,
TX
77090
N/A
PC
GENERAL SUPPORT
25,000
SILICON VALLEY COMMUNITY FOUNDATION
2440 W EL CAMINO REAL SUITE 300
MOUNTAIN VIEW
,
CA
940401498
N/A
PC
PROJECT SUPPORT
170,000
SOCIAL GOOD FUND
12651 SAN PABLO AVE
RICHMOND
,
CA
948054099
N/A
PC
PROJECT SUPPORT
470,000
SOMOS UN PUEBLO UNIDO
1804 ESPINACITAS ST
SANTA FE
,
NM
87505
N/A
PC
PROJECT SUPPORT
200,000
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVENUE
MONTGOMERY
,
AL
361010548
N/A
PC
PROJECT SUPPORT
100,000
SPARK REPRODUCTIVE JUSTICE NOW
250 GEORGIA AVE SE SUITE 207C
ATLANTA
,
GA
30312
N/A
PC
PROJECT SUPPORT
60,000
STARVISTA
610 ELM ST SUITE 212
SAN CARLOS
,
CA
940703070
N/A
PC
GENERAL SUPPORT
120,000
STATE VOICES
1616 P STREET NW SUITE 220
WASHINGTON
,
DC
20036
N/A
PC
GENERAL SUPPORT & PROJECT SUPPORT
345,000
TAHIRIH JUSTICE CENTER
6402 ARLINGTON BLVD STE 300
FALLS CHURCH
,
VA
220422333
N/A
PC
PROJECT SUPPORT
85,000
TEEN HEALTH MISSISSIPPI
125 SOUTH CONGRESS ST STE 1510
JACKSON
,
MS
392013301
N/A
PC
PROJECT SUPPORT
80,000
TEWA WOMEN UNITED
PO BOX 397
SANTA CRUZ
,
CA
875670397
N/A
PC
GENERAL SUPPORT
50,000
THE CITY COLLEGE 21ST CENTURY FOUNDATION INC
160 CONVENT AVENUE SHEPARD 154
NEW YORK
,
NY
10031
N/A
PC
PROJECT SUPPORT
150,000
THE JUSTICE AND DIVERSITY CTR OF THE BAR ASSOC OF SF
1401 LAKESIDE DRIVE SUITE 400
OAKLAND
,
CA
946124219
N/A
PC
PROJECT SUPPORT
50,000
THRIVE ALLIANCE
PO BOX 132
SAN CARLOS
,
CA
940700132
N/A
PC
GENERAL SUPPORT
20,000
TIDES CENTER
PO BOX 399385
SAN FRANCISCO
,
CA
941291755
N/A
PC
PROJECT SUPPORT
120,000
TIDES FOUNDATION
1012 TORNEY AVENUE
SAN FRANCISCO
,
CA
941291755
N/A
PC
PROJECT SUPPORT
200,000
TO NIZHONI ANI
PO BOX 657
KYKOTSMOVI
,
AZ
860390657
N/A
PC
GENERAL SUPPORT
60,000
TRAILHEAD INSTITUTE
1385 SOUTH COLORADO BOULEVARD SUITE
DENVER
,
CO
802223304
N/A
PC
PROJECT SUPPORT
150,000
TRANS QUEER PUEBLO
1726 E ROOSEVELT ST
PHOENIX
,
AZ
85006
N/A
PC
PROJECT SUPPORT
50,000
UC HASTINGS FOUNDATION
200 MCALLISTER ST
SAN FRANCISCO
,
CA
941024978
N/A
PC
PROJECT SUPPORT
125,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
2080 ADDISON ST
BERKELEY
,
CA
947201722
N/A
PC
PROJECT SUPPORT
40,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 0248
SAN FRANCISCO
,
CA
941430248
N/A
PC
PROJECT SUPPORT
150,000
UPLIFT FOUNDATION OF NEVADA
PO BOX 271701
LAS VEGAS
,
NV
89127
N/A
PC
PROJECT SUPPORT
22,500
URBAN HABITAT PROGRAM
2000 FRANKLIN ST
OAKLAND
,
CA
946122908
N/A
PC
PROJECT SUPPORT
130,000
US CLIMATE ACTION NETWORK
50 F STREET NW 8TH FLOOR
WASHINGTON
,
DC
20001
N/A
PC
PROJECT SUPPORT
150,000
WEST FUND
PO BOX 92008
EL PASO
,
TX
79902
N/A
PC
GENERAL SUPPORT
40,000
YOUTH LEADERSHIP INSTITUTE
209 9TH STREET SUITE 200
SAN FRANCISCO
,
CA
941032620
N/A
PC
GENERAL SUPPORT
120,000
YOUTH UNITED FOR COMMUNITY ACTION
2135 CLARKE AVE
EAST PALO ALTO
,
CA
94303
N/A
PC
GENERAL SUPPORT
60,000
Total
.................................
3a
22,449,000
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
1,495,675
4
Dividends and interest from securities
....
14
503,127
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
18
17,295
8
Gain or (loss) from sales of assets other than
inventory
............
18
2,173,947
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
4,190,044
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
4,190,044
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
Yes
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
Yes
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
1b(6)
1,024,905
GROVE ACTION FUND
GROVE ACTION FUND PROVIDES THE FOUNDATION PROFESSIONAL SERVICES, INCLUDING ACCOUNTING, INVESTMENT ADVICE, CONSULTING, INFORMATION TECHNOLOGY, OFFICE MANAGEMENT AND HUMAN RESOURCES, AT NO COST TO THE FOUNDATION.
1c
256,132
GROVE ACTION FUND
GROVE ACTION FUND PROVIDES THE FOUNDATION ACCESS TO THE FUND'S OFFICE SPACE AND OFFICE EQUIPMENT AT NO COST TO THE FOUNDATION.
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
GROVE ACTION FUND
501(C)(4)
COMMON DIRECTORS
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description