l efile GRAPHIC p rint - DO NOT PROCESS
Form
As Filed Data -
DLN: 93491319010352
OMB No 1545-0052
Return of Private Foundation
990 -PF
or Section 4947( a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
`
2011
Note . The foundation may be able to use a copy of this return to satisfy state reporting requirements
Department of the Treasury
Internal Revenue Service
For calendar year 2011 , or tax year beginning 01 - 01-2011
G Check all that apply
, and ending 12-31-2011
r'Initial return
r'Initial return of a former public charity
r-Amended return
(Address change
r'Final return
(Name change
Name of foundation
The James Irvine Foundation
A Employer
on nu
94-1236937
°/ IOHN R 7FNKS CTO/TRFASl1RFR
Number and street (or P 0 box number if mail is not delivered to street address)
575 Market Street Suite 3400
6 ieiepnone number (see page 1u of the instructions)
Room/suite
(415) 777-2244
City or town, state, and ZIP code
San Francisco, CA 94105
H C heck type of organization
FSection 4947 ( a )( 1
J Accounting method
F Cash
1,545,619,278
Contributions, gifts, grants, etc , received (attach schedule)
2
Check
Interest on savings and temporary cash investments
4
Dividends and interest from securities.
.
.
5a
Gross rents
.
.
b
0-
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here
0-
F
(b) Net investment
income
(d) Disbursements
for charitable
purposes
(cash basis only)
(c) Adjusted net
income
F if the foundation is not required to attach Sch B
.
.
.
.
.
.
.
.
.
2,415,740
2,415,740
18,064,010
13,124,141
Net rental income or (loss)
55,530,347
Net gain or (loss) from sale of assets not on line 10
1,129,616,672
Gross sales price for all assets on line 6a
co
69,299,500
Capital gain net income (from Part IV , line 2)
8
Net short-term capital gain
.
.
.
.
.
.
9
Income modifications
.
.
.
.
.
.
b
Less
c
Gross profit or (loss) (attach schedule)
.
.
11
Other income (attach schedule)
12
Total . Add lines 1 through 11
10a
If private foundation status was terminated
un d er sec t ion 507 ( b )( 1 )( A ), c h ec k h ere
0
3
7
E
F
(a) Revenue and
expbooes per
books
r-
check here and attach computation
F Accrual
(Part I , column (d) must be on cash basis.)
1
b
F
2. Foreign organizations meeting the 85% test,
Other (specify)
total of amounts in columns (b), (c), and (d) may not
necessanly equal the amounts in column (a) (see page 11 of
the instructions) )
6a
D 1. Foreign organizations, check here
(Other taxable p rivate foundation
Analysis of Revenue and Expenses (The
c,
F
F Section 501(c)(3) exempt private foundation
nonexem p t charitable trust
I Fair market value of all assets at end
of y e a r (from Part 77, col. (c),
line 16)1k,$
C If exemption application is pending, check here
.
.
Gross sales less returns and allowances
Cost of goods sold
.
.
.
.
.
.
.
.
.
.
.
.
.
243,132
7,879,560
76,253,229
92,718,941
Compensation of officers, directors, trustees, etc
1,517,956
725,526
792,430
14
Other employee salaries and wages
4,808,269
1,187,317
3,620,952
15
Pension plans , employee benefits
.
.
.
.
2,222,277
526,869
1,695,407
Legal fees (attach schedule) .
13
,
16a
.
.
.
.
.
.
. .
102,475
29,703
0
72,772
x
b
Accounting fees (attach schedule) .
.
.
.
.
.
. .
159,800
87,890
0
71,910
W
co
c
Other professional fees (attach schedule)
.
.
.
.
4,921,935
4,513,305
Interest
.
4C5
C5
s
17
.
.
.
.
.
.
.
.
.
.
.
.
19
420,134
88,228
.
1,002,222
210,265
791,957
102,429
434,159
Depreciation (attach schedule) and depletion
20
Occupancy
.
.
.
.
.
.
.
.
28,793
. 19
Taxes (attach schedule) (see page 14 of the instructions)
19
.
28,793
1,119,070
18
.
408,630
.
.
21
Travel, conferences, and meetings .
.
.
.
536,588
22
Printing and publications .
.
.
.
.
16,922
2,000
14,922
23
Other expenses (attach schedule) .
.
.
.
2,216,276
537,267
1,679,009
24
Total operating and administrative expenses.
.
19,072,717
8,010,799
.
64,549,413
Add lines 13 through 23
.
.
.
.
.
.
.
.
.
.
.
.
25
Contributions, gifts, grants paid .
26
Total expenses and disbursements . Add lines 24 and 25
27
Subtract line 26 from line 12
.
a
Excess of revenue over expenses and disbursements
b
Net investment income (if negative, enter -0-)
c
Adjusted net income (if negative, enter -0-)
.
.
83,622,130
0
9,610,941
64,549,413
8,010,799
0
74,160,354
-7,368,901
84,708,142
.
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions .
Cat No 11289X
Form 990-PF (2011)
Form 990-PF (2011)
Panes 2
Beginning of year
Attached schedules and amounts in the description column
Balance Sheets should be for end-of- y ear amounts onl y (See
instructions
End of year
(a) B oo k V a l ue
( b ) B oo k V a l ue
(c) F air M ar k et V a l ue
1
Cash-non - interest-bearing .
.
.
.
.
.
.
.
.
18,438
14,609
14,609
2
Savings and temporary cash investments
.
.
.
.
.
.
.
26,790,081
18,994,631
18,994,631
16,942,740
10,066,354
10,066,354
.
.
10,066,354
Accounts receivable Ilk,
3
.
Less allowance for doubtful accounts Oil
Pledges receivable ^
4
Less allowance for doubtful accounts Oil
5
Grants receivable
6
Receivables due from officers, directors, trustees , and other
.
.
.
.
.
.
.
.
.
.
.
.
.
.
disqualified persons ( attach schedule) (see page 15 of the
instructions ) .
7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Other notes and loans receivable ( attach schedule) Ilk,
Less allowance for doubtful accounts Oil
Inventories for sale or use
8
9
.
.
.
.
.
.
.
.
.
Prepaid expenses and deferred charges .
10a
b
Investments-corporate stock ( attach schedule ) .
.
.
.
.
c
Investments - corporate bonds (attach schedule ).
.
.
.
.
11
79,652,520
70,639,690
74,379,209
406,941,534
459,827,872
48,995,150
55,221,238
56,653,413
881,673,406
903,953,712
922,059,649
1,463,608
1,119,953
1,119,953
2,275,563
2,503,588
2,503,588
1,471,745,350
1,469,455,309
1,545,619,278
Investments - U S and state government obligations (attach schedule )
413,933,84 4
Investments - land, buildings , and equipment basis Oil
Less accumulated depreciation ( attach schedule) ^
12
Investments - mortgage loans
.
.
.
.
.
.
.
.
.
13
Investments - other ( attach schedule )
.
.
.
.
.
.
.
.
14
Land, buildings , and equipment basis Oil
Less
.
3,392,073
' 2,272,120
accumulated depreciation ( attach schedule )
)
15
Other assets ( describe ^
16
Total assets ( to be completed by all filers-see the
instructions
C5
.
Also, see page 1, item I)
17
Accounts payable and accrued expenses
.
.
.
.
.
.
.
3,650,293
8,191,744
18
Grants payable
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
51,893,034
51,240,969
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 ^
2,374,851
1,523,279
23
Total liabilities (add lines 17 through 22)
)
.
.
.
Foundations that follow SFAS 117, check here
'
.
.
.
.
57,918,178
60,955,992
.
.
.
1,413,827,172
1,408,499,317
.
1,413,827,172
1,408,499,317
.
1,471,745,350
1,469,455,309
F
and complete lines 24 through 26 and lines 30 and 31.
w1
4)
24
U nrestricted .
25
Temporarily restricted
.
.
.
26
Permanently restricted
.
.
.
.
.
.
.
.
.
.
Foundations that do not follow SFAS 117, check here
U-
n
27
Capital stock, trust principal, or current funds .
28
Paid-in or capital surplus , or land, bldg , and equipment fund
.
.
.
.
Retained earnings , accumulated income, endowment , or other funds
30
Total net assets or fund balances (see page 17 of the
31
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Total liabilities and net assets/fund balances ( see page 17 of
the instructions )
UTIM
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Analysis of Changes in Net Assets or Fund Balances
Total net assets or fund balances at beginning of year-Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year's return)
2
.
29
instructions ) .
1
F-
and complete lines 27 through 31.
Enter amount from Part I, line 27a
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
1
1,413,827,172
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
2
-7,368,901
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4
1,406,458,271
-2,041,046
3
Other increases not included in line 2 (itemize)
4
Add lines 1, 2, and 3
5
Decreases not included in line 2 (itemize) Oil
9!^
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 .
6
.
.
.
.
.
.
.
.
3
1,408,499,317
Form 990-PF (2011)
Form 990-PF (2011)
Ca
Page 3
ital Gains and Losses for Tax on Investment Income
(b) How acquired (c)
Date acquired
P-Purchase
(mo , day, yr
D-Donation
(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
la
PUBLICLY TRADED SECURITIES
P
b
NON PUBLICLY TRADED SECURITIES
P
c
MBS PAYDOWN OR UP
P
d
GAINS ON CLASS ACTIONS
P
(d) Date sold
(mo , day, yr
e
(f) Depreciation allowed
(or allowable)
(e) Gross sales price
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
720,383,908
704,989,402
15,394,506
b
316,984,253
262,190,253
54,794,000
c
17,430,783
18,349,418
-918,635
d
29,629
0
29,629
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(j) Adjusted basis
as of 12/31/69
(i) F M V as of 12/31/69
(I) Gains (Col (h) gain minus
col (k), but not less than -0-) or
Losses (from col (h))
(k) Excess of col (i)
over col (j), if any
a
15,394,506
b
54,794,000
c
-918,635
d
29,629
e
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
Capital gain net income or (net capital loss)
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 pages 13 and 17 of the instructions)
If (loss), enter -0- in Part I, line 8
t1
69,299,500
2
3
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 )
f 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?
If "Yes," the foundation does not qualify under section 4940 ( e) Do not complete this part
fl Yes
F
No
1 Enter the appropriate amount in each column for each year, see page 18 of the instructions before making any entries
Base period years Calendar
year (or tax year beginning in)
Adjusted qualifying distributions
(d)
Distribution ratio
(col (b) divided by col (c))
Net value of noncharitable-use assets
2010
68,404,615
1,433,272,317
0 047726
2009
74,424,900
1,308,864,523
0 056862
2008
78,163,394
1,668,800,460
0 046838
2007
91,218,358
1,828,430,711
0 049889
2006
50,787,667
1,654,482,056
0 030697
2
Total of line 1, column (d) .
.
2
0 232012
3
Average distribution ratio for the 5-year base period-divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
.
3
0 046402
4
Enter the net value of noncharitable-use assets for 2011 from Part X, line 5.
4
1,552,600,432
5
Multiply line 4 by line 3 .
5
72,043,765
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
6
Enter 1% of net investment income (1% of Part I, line 27b).
.
.
.
.
.
.
.
.
.
.
6
847,081
7
Add lines 5 and 6 .
.
.
.
.
.
.
.
.
.
.
7
72,890,846
8
Enter qualifying distributions from Part XII, line 4 .
8
74,217,899
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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 on page 18
Form 990-PF (2011)
Form 990-PF (2011)
FEMEW Excise Tax Based on Investment Income ( Section 4940 ( a), 4940(b), 4940 ( e), or 4948 -see page 18 of the instructions)
Exempt operating foundations described in section 4940(d)(2), check here Oil F_ and enter "N/A" on line 1
la
b
Date of ruling or determination letter
(attach copy of letter if necessary-see
instructions)
Domestic foundations that meet the section 4940(e) requirements in Part V, check
c
All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)
here ^ Rand enter 1% of Part I, line 27b
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Add lines 1 and 2 .
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
5
Tax based on investment income . Subtract line 4 from line 3 If zero or less, enter -0- .
6
Credits/Payments
2011 estimated tax payments and 2010 overpayment credited to 2011
6a
b
Exempt foreign organizations-tax withheld at source .
6b
c
Tax paid with application for extension of time to file (Form 8868)
d
Backup withholding erroneously withheld .
.
.
.
.
.
.
.
Total credits and payments Add lines 6a through 6d .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
847,081
4
.
.
.
.
5
847,081
7
1,007,915
882,915
6c
.
.
.
.
847,081
2
4
a
.
1
.
2
7
Page 4
125,000
6d
.
.
.
.
.
.
.
.
8
Enter any penalty for underpayment of estimated tax Check here F if Form 2220 is attached
9
Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed .
.
.
8
.
.
.
10
Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid .
.
.
11
Enter the amount of line 10 to be
Credited to 2012 estimated tax Or
.
160,834
^
9
10
Refunded'
160,834
11
Statements Re g ardin g Activities
la
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
it participate or intervene in any political campaign? .
b
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Yes
.
.
.
.
.
No
la
No
lb
No
1c
No
2
No
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
If the answer is "Yes" to la 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? .
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year
(1) O n the foundation
e
$
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
(2) O n foundation managers Ik- $
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers ^ $
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.
.
.
.
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
4a
b
5
of incorporation, or bylaws, or other similar instruments? If "Yes,"attach a conformed copy of the changes
.
.
3
Yes
Did the foundation have unrelated business gross income of $1,000 or more during the year?.
.
.
.
.
.
.
.
4a
Yes
If "Yes," has it filed a tax return on Form 990-T for this year? .
.
.
.
.
.
.
.
4b
Yes
.
.
.
.
.
.
.
.
.
.
.
Was there a liquidation, termination, dissolution, or substantial contraction during the year? .
.
.
.
.
.
5
No
.
.
6
Yes
7
Yes
8b
Yes
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?
.
.
.
.
.
.
.
.
.
.
.
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
8a
Enter the states to which the foundation reports or with which it is registered (see page 19 of the
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 .
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 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
page 27)? If "Yes,"complete Part XIV
10
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Did any persons become substantial contributors during the tax year? if "Yes," attach a schedule listing their names and addresses
.
9
No
10
No
Form 990-PF (2011)
Form 990-PF ( 2011)
Page 5
Statements Re g ardin g 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 page 20 of the instructions)S.
12
13
.
.
.
.
11
.
.
Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
12
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
No
Yes
Website address J WWW IRVINE ORG
14
The books are in care of' JOHN R JENKS CIOTREASURER
Telephone no ' (415) 777-2244
Located at 1111 575 MARKET ST STE 3400 SAN FRANCISCO CA
15
ZIP+4 X 94105
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.
16
.
.
.
.
.
. .
.
I
.
.
.
.
At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
a bank, securities, or other financial account in a foreign country? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
F
15
.
.
.
Yes
.
I
16
No
Yes
See the instructions for exceptions and filing requirements for Form TD F 90-22 1 If "Yes", enter the name of the
foreign country
' BR
Statements Re g ardin g Activities for Which Form 4720 Ma y Be Re q uired
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
la 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?
fl Yes F No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
fl Yes F No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
1 Yes F No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
F Yes 1 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)? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
fl Yes F No
.
.
.
.
.
fl Yes F 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 ).
b
.
.
.
If any answer is "Yes" to la(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 page 20 of the instructions) ?.
Organizations relying on a current notice regarding disaster assistance check here.
c
.
.
.
.
.
.
.
lb
No
1c
No
.Ok- F_
Did the foundation engage in a prior year in any of the acts described in 1 a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 20117 .
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) or4942(j)(5))
a
At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2011? .
If"Yes," list the years
b
20
,
20
,
20
,
.
.
.
.
.
.
.
.
.
.
.
.
.
.
1 Yes F No
20
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 page 20 of the instructions ) .
c
lllk^
3a
.
.
.
.
.
.
.
2b
20
,
20
,
20
,
20
Did the foundation hold more than a 2% direct or indirect interest in any business
enterprise at any time during the year? .
b
.
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
F Yes fl No
If "Yes," did it have excess business holdings in 2011 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 2011 .).
4a
b
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
3b
No
4a
No
4b
No
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 2011?
Form 990-PF (2011)
Form 990-PF (2011)
Page 6
Statements Re g ardin g Activities for Which Form 4720 Ma y Be Re q uired (continued)
5a
During the year did the foundation pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
fl Yes F No
(2) Influence the outcome of any specific public election (see section 4955), or to carry
on, directly or indirectly, any voter registration drive? .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
fl Yes F No
(3) Provide a grant to an individual for travel, study, or other similar purposes?
1 Yes F No
(4) Provide a grant to an organization other than a charitable, etc , organization described
in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions).
.
.
F 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?.
b
.
.
.
.
.
.
.(- Yes F No
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 page 22 of the instructions)?
Organizations relying on a current notice regarding disaster assistance check here.
c
.
.
.
.
.
.
.
5b
No
6b
No
(-
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?.
.
.
.
.
.
.
.
.
.
.
.
F 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? .
b
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
fl Yes F No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?.
.
.
.
If "Yes"to 6b, file Form 8870.
7a
b
1
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
1 Yes F No
If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? . . . .
7b
Information About Officers , Directors , Trustees , Foundation Managers, Highly Paid Employees,
and Contractors
List all officers, directors , trustees , foundation managers and their compensation ( see page 22 of the 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
See Additional Data Table
2
Compensation of five highest - paid employees (other than those included on line 1-see page 23 of the instructions).
If none . enter "NONE."
(a) Name and address of each employee
paid more than $50,000
ANNE DINNEEN
575 MARKET STREET SUITE 3400
SAN FRANCISCO,CA 94105
MALCOLM GOEPFERT
575 MARKET STREET SUITE 3400
SAN FRANCISCO,CA 94105
JEFFREY MALLOY
575 MARKET STREET SUITE 3400
SAN FRANCISCO,CA 94105
JOSEPH PON
575 MARKET STREET SUITE 3400
SAN FRANCISCO,CA 94105
ANNE STANTON-MALONE
575 MARKET STREET SUITE 3400
SAN FRANCISCO,CA 94105
(b) Title, and average
hours per week
devoted to position
(d) Contributions to
employee benefit
plans and deferred
compensation
( c) Compensation
(e) Expense account,
other allowances
DIR OF
INVESTMENTS
50 0
326,804
87,308
1,500
DIR OF
INVESTMENTS
50 0
357,501
85,325
1,445
DIR OF FINANCE &
ADM
50 0
252,251
92,661
1,204
VP PROGRAMS
50 0
302,251
82,019
2,627
PROGRAM DIRECTOR
50 0
222,568
76,937
829
Total number of other employees paid over $50 , 000 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
32
Form 990-PF (2011)
Form 990-PF (2011)
Page 7
Information About Officers , Directors, Trustees , Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3
Five highest-paid independent contractors for professional serv ices (see page 23 of the instructions). If none , enter "NONE".
(a) Name and address of each person paid more than $50,000
(b) Type of service
HALL CAPITAL PARTNERS
(c) Compensation
INVESTMENT MANAGER
559,978
INVESTMENT MANAGER
496,103
INVESTMENT MANAGER
720,310
INVESTMENT MANAGER
541,110
INVESTMENT MANAGER
498,363
ONE MARITIME PLAZA SUITE 500
SAN FRANCISCO,CA 94111
PRIMECAP MANAGEMENT CO
225 SOUTH LAKE AVENUE
PASADENA,CA 91101
LAZARD ASSET MANAGEMENT
30 ROCKEFELLER PLAZA
NEWYORK,NY 10112
OCH-ZIFF REAL ESTATE
9 WEST 57TH STREET
NEWYORK,NY 10019
SILCHESTER INTERNATIONAL
780 THIRD AVENUE 42ND FLOOR
NEWYORK,NY 10017
10
Total number of others receiving over $ 50,000 for professional services.
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
1FOUNDATION-ADMINISTERED PROJECT FOR DATA ANALYSIS AND ORIGINAL RESEARCH TO
GENERATE A PUBLISHED REPORT ON CALIFORNIA'S NONPROFIT ARTS AND CULTURE SECTOR
192,720
2FOUNDATION-ADMINISTERED PROJECT TO SELECT AND RECOGNIZE CALIFORNIA LEADERS WHO
PROMOTE EFFECTIVE SOLUTIONS TO CRITICAL ISSUES FOR CALIFORNIA'S FUTURE
324,506
3FOUNDATION-ADMINISTERED PROJECT TOWARD TECHNICAL ASSISTANCE AND INFORMATIONSHARING AMONG SEVEN GRANTEES IN THE COMMUNITY FOUNDATIONS INITIATIVE
182,718
4FOUNDATION-ADMINISTERED PROJECT TO UNDERTAKE STRATEGIC COMMUNICATIONS TO
PROMOTE LINKED LEARNING AS A HIGH SCHOOL REFORM STRATEGY IN CALIFORNIA
150,003
MWITT-T Summar y of Pro g ram - Related Investments ( see p a g e 23 of the instructions )
Describe the two largest program - related investments made by the foundation during the tax year on lines 1 and 2
A mount
1
2
All other program- related investments See page 24 of the instructions
3
Total . Add lines 1 throuah 3 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
^
Form 990-PF (2011)
Form 990-PF (2011)
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see page 24 of the instructions.)
1
Pa g e 8
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 .
b
Average of monthly cash balances .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Fair market value of all other assets (see page 24 of the instructions).
d
Total (add lines la, b, and c) .
e
Reduction claimed for blockage or other factors reported on lines la and
.
1c (attach detailed explanation).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see page 25
of the instructions) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Net value of noncharitable - use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4
Minimum investment return . Enter 5% of line 5 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
6
.
la
1,546,147,269
lb
28,230,246
1c
1,866,578
ld
1,576,244,093
le
4
.
.
.
Subtract line 2 from line ld .
.
.
.
Acquisition indebtedness applicable to line 1 assets .
.
.
.
.
2
.
.
.
.
.
.
3
.
.
.
.
.
c
.
.
.
.
.
.
.
.
2
0
3
1,576,244,093
4
23,643,661
5
1,552,600,432
6
77,630,022
Distributable Amount (see page 25 of the instructions) (Section 4942(j)(3) and (j)(5) private operating
foundations and certain forei g n org anizations check here ^ fl and do not com p lete t his art.
1
Minimum investment return from Part X, line 6 .
2a
.
.
.
.
Tax on investment income for 2011 from Part VI, line 5.
.
.
.
.
.
.
.
b
Income tax for 2011 (This does not include the tax from Part VI ).
c
Add lines 2a and 2b .
3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII,
line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
1
77,630,022
.
.
.
.
.
.
.
.
.
847,081
3
76,782,941
.
4
107,098
5
76,890,039
.
.
.
2c
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
7
.
.
.
.
Deduction from distributable amount (see page 25 of the instructions).
.
.
.
.
6
.
.
.
.
Recoveries of amounts treated as qualifying distributions .
.
.
.
.
Add lines 3 and 4 .
.
.
.
.
5
.
.
847,081
4
.
.
.
2b
.
.
.
2a
.
Distributable amount before adjustments Subtract line 2c from line 1.
.
.
.
6
.
7
76,890,039
la
74,160,354
0
Qualifying Distributions (see page 25 of the 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.
b
Program-related investments-total from Part IX-B .
2
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
lb
.
.
.
.
2
57,545
3a
0
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc ,
purposes .
3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Amounts set aside for specific charitable projects that satisfy the
a
Suitability test (prior IRS approval required) .
.
.
b
Cash distribution test (attach the required schedule) .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
4
Qualifying distributions . Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
6
Adjusted qualifying distributions . Subtract line 5 from line 4 .
income Enter 1% of Part I, line 27b (see page 26 of the instructions).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3b
0
4
74,217,899
5
847,081
6
73,370,818
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 (2011)
Form 990-PF (2011)
«
Page 9
Undistributed Income ( see p a g e 26 of the instructions
(a)
Corpus
1
Distributable amount for 2011 from Part XI, line 7
2
a
Undistributed income, if any, as of the end of 2011
Enter amount for 2010 only. . . . . . .
b Total for prior years
2009 ,
2008 ,
(b)
Years prior to 2010
(c)
2010
(d)
2011
76,890,039
32,484,377
2007
3 Excess distributions carryover, if any, to 2011
a From 2006. . . . .
b From 2007. . . . .
c From 2008. . . . . . .
d From 2009. . . . .
e From 2010. . . .
f Total of lines 3a through e. . . . . . . .
0
.
0
4 Qualifying distributions for 2011 from Part
XII, line 4
11111
$
74,217,899
32,484,377
a Applied to 2010, but not more than line 2a
b Applied to undistributed income of prior years
(Election required-see page 26 of the instructions)
c Treated as distributions out of corpus (Election
required-see page 26 of the instructions).
. .
d Applied to 2011 distributable amount. . . . .
e Remaining amount distributed out of corpus
41,733,522
Excess distributions carryover applied to 2011
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
0
5
b Prior years' undistributed income Subtract
line 4b from line 2b . . . . . . . . . . .
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. . . . . .
d Subtract line 6c from line 6b Taxable
amount-see page 27 of the instructions . . .
e Undistributed income for 2010 Subtract line
4a from line 2a Taxable amount-see page 27
of the instructions . . . . . . . . . . .
f Undistributed income for 2011 Subtract
lines 4d and 5 from line 1 This amount must
be distributed in 2011. . . . . . . . . .
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or4942(g)(3) (see page 27
of the instructions) . . . . . . . . . . .
8 Excess distributions carryover from 2006 not
applied on line 5 or line 7 (see page 27 of the
instructions) . . . . . . . . . . . . .
9 Excess distributions carryover to 2012.
Subtract lines 7 and 8 from line 6a . . . . . .
10 Analysis of line 9
a Excess from 2007. . . .
b Excess from 2008. . . .
c Excess from 2009. . . .
d Excess from 2010. . . .
e Excess from 2011.
0
0
35,156,517
0
Form 990-PF (2011)
Form 990-PF (2011)
«
la
Page 10
Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2011, enter the date of the ruling. . . . . .
b
2a
b
c
Check box to indicate whether the organization is a private operating foundation described in section F
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed . . . . . . . . . .
85% of line 2a . . . . . . . . .
Qualifying distributions from Part XII,
line 4 for each year listed .
d
.
.
.
.
Tax year
(a) 2011
4942(j)(3) or F
Prior 3 years
(b) 2010
(c) 2009
4942(])(5)
(e) Total
(d) 2008
.
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
Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year-see page 27 of the instructions.)
1
a
Information Regarding Foundation Managers:
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) )
NONE
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
NONE
2
Information Regarding Contribution, Grant , Gift, Loan , Scholarship , etc., Programs:
Check here
r_ 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 (see page 28 of the instructions) to individuals or organizations
under other conditions, complete items 2a, b, c, and d
a The name, address, and telephone number of the person to whom applications should be addressed
Grants Mgr grantinquiryirvineorg
575 MARKET STREET SUITE 3400
SAN FRANCISCO,CA 94105
(415)777-2244
b The form in which applications should be submitted and information and materials they should include
ADDITIONAL INFORMATION & UPDATED INFORMATION MAY BE OBTAINED FROM OUR WEBSITE AT WWWIRVINE ORG
LETTER OF INQUIRY - ** PLEASE SUBMIT ONLINE - SEE WEBSITE** ORGANIZATION INFORMATION LEGAL NAME AND
ADDRESS PHONE NUMBER (XXX)XXX-XXXX AND FAX NUMBER (XXX)XXX-XXXX WEBSITE ADDRESS GEOGRAPHIC AREA WITHIN
CALIFORNIA SERVED BY PROPOSED PROJECT OPERATING BUDGET AGE - WHAT IS THE AGE OF THE ORGANIZATION?
BACKGROUND- BRIEFLY DESCRIBE THE MISSION (NO MORE THAN 250 WORDS) FUNDERS - WHO ARE THE FUNDERS (NO
MORE THAN 100 WORDS) BOARD OF DIRECTORS - MEMBERS, MEETINGS (NO MORE THAN 250 WORDS) CONTACT
INFORMATION EXECUTIVE DIRECTOR - NAME, PHONE, AND EMAIL ADDRESS FUNDING REQUEST REQUEST AMOUNT COMMAS BUT NO DOLLAR SIGN TERMS - PROPOSED DURATION OFTHE GRANT PROJECT TITLE - IN LESS THAN 15 WORDS
PROGRAM AREA AND STUDY UNDER WHICH PROGRAM AREA AND STRATEGY ARE YOU SEEKING FUNDING? DESCRIBE THE
PROGRAM OR PROJECT PLEASE PROVIDE AN OVERVIEWOFTHE SPECIFIC ISSUE ADDRESSED (NO MORE THAN 250
WORDS)
c Any submission deadlines
EXPLORING ENGAGEMENT FUND
PLEASE CHECK OUR WEBSITE FOR DEADLINES LETTERS OF INQUIRY
CALIFORNIA DE
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors
ELIGIBILITY TO BE CONSIDERED FOR A GRANT, YOUR ORGANIZATION OR PROJECT MUST 1 BE CLASSIFIED AS A PUBLIC
CHARITY AND TAX EXEMPT UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE 2 BENEFIT CALIFORNIA OUR INDENTURE
OF TRUST RESTRICTS OUR GRANTMAKING TO PROGRAMS AND ORGANIZATIONS THAT DIRECTLY BENEFIT THE PEOPLE OF
CALIFORNIA 3 BE PRIMARILY INDEPENDENT FROM GOVERNMENT SUPPORT WHEN JAMES IRVINE ESTABLISHED THE
FOUNDATION IN 1937, HE STIPULATED THAT HIS FUNDS "SHALL BE USED FOR SUCH CHARITIES AS DO NOT ENJOY
SUBSTANTIAL SUPPORT THROUGH TAXATION " BASED ON THIS RESTRICTION, WE REFRAIN FROM MAKING GRANTS TO
PUBLIC AGENCIES OR ORGANIZATIONS THAT RECEIVE MORE THAN 50 PERCENT OF THEIR REVENUE FROM GOVERNMENT
DONATIONS IN RARE INSTANCES, AN ORGANIZATION THAT IS INELIGIBLE BY THESE CRITERIA MAY BE INVITED BY THE
FOUNDATION TO SUBMIT A PROPOSAL FOR A SPECIFIC PROJECT THIS MIGHT INCLUDE AN ORGANIZATION THAT IS NOT
CLASSIFIED AS A 501(C)(3), OR A PUBLIC AGENCY THAT IS CONDUCTING A DISCRETE, PRIVA
Form 990-PF (2011)
Form 990-PF (2011)
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or business)
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status o f
recipient
Page 11
Purpose of grant or
contribution
Amount
a Paid during the year
See Additional Data Table
Total .
3a
64,549,413
b Approved for future payment
See Additional Data Table
Total .
. '
3b
40,131,034
Form 990-PF (2011)
Form 990-PF (2011)
Page 12
Anal y sis of Income - Producin g Activities
Enter gross amounts unless otherwise indicated
(a)
Business code
1 Program service revenue
Excluded by section 512, 513, or 514
Unrelated business income
(d )
(c)
Exclusion code
(b)
Amount
(e)
Related or exempt
function income
(See page 28 of
the instructions )
Amount
a
b
c
d
e
f
g Fees and contracts from government agencies
2 Membership dues and assessments. . . .
Interest on savings and temporary cash investments
14
2,415,740
4 Dividends and interest from securities.
5 Net rental income or (loss) from real estate
14
18,064,010
3
a Debt-financed property. .
b Not debt-financed property.
6
.
.
.
.
.
.
.
Net rental income or (loss) from personal property
7 Other investment income.
8
.
.
.
.
.
Gain or (loss) from sales of assets other than inventory
525990
-1,893,704
18
57,424,051
525990
-1,325,183
41
1,568,315
9 Net income or (loss) from special events
10 Gross profit or (loss) from sales of inventory.
11 Other revenue
NON CAPITAL GAIN INCOME/
a (LS) FROM LIMITED P/SHIPS
b
c
d
e
12 Subtotal Add columns (b), (d), and (e).
-3,218,887
13 Total . Add line 12, columns (b), (d), and (e) . . . . . . . . . . .
(See worksheet in line 13 instructions on page 2 8 to verify calc ulations )
.
.
1
1
.
.
.
.
.
.
13
79,472,116
76,253,229
Relationshi p of Activities to the Accom p lishment of Exem p t Pur p oses
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 organization's exempt purposes (other than by providing funds for such purposes) (See
Daae 28 of the instructions )
Form 990-PF (2011)
Form 990-PF (2011)
Information Regarding Transfers To and Transactions and Relationships With
Noncharitable Exempt Organizations
1
Page 13
Did the organization directly or indirectly engage in any of the following with any other organization described in section
Yes
No
501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting foundation to a noncharitable exempt organization of
(1) Cash .
.
.
(2) Other assets .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
la(1)
.
Yes
la(2)
No
b Other transactions
(1) Sales of assets to a noncharitable exempt organization .
.
.
.
.
(2) Purchases of assets from a noncharitable exempt organization .
(3) Rental of facilities, equipment, or other assets .
(4) Reimbursement arrangements .
(5) Loans or loan guarantees .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees.
.
.
.
.
.
.
.
.
.
(6) Performance of services or membership or fundraising solicitations .
.
.
.
.
.
.
.
.
.
.
.
.
lb(1)
No
. lb(2)
No
lb(3)
No
lb(4)
No
lb(5)
No
lb(6)
No
1c
No
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
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501 ( c) of the Code ( other than section 501 (c)(3)) or in section 5277.
.
.
.
.
.
.
.
.
.
.f Yes
FNo
b If"Yes," complete the following schedule
(a) Name of organization
( b) Type of organization
( c) Description of relationship
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 or fiduciary) is
based on all information of which preparer has any knowledge
2012-11-14
- ilTrio
Signature of officer or trustee
=
Preparer's
Signature
James A Cox
Firm's name
o.
ERNST &YOUNG US LLP
560 Mission Street Suite 1
Firm's address
May the IRS discuss this return with the prel
San Francisco , CA
94105
rer shown above? See instructio
Additional Data
Software ID:
Software Version:
EIN:
Name :
94 -1236937
The James Irvine Foundation
Form 990PF - Special Condition Description:
Special Condition Description
Form 990PF Part VIII Line 1 - List all officers, directors, trustees, foundation managers and their
compensation
(a) Name and address
(b) Title, and average
hours per week
devoted to position
CHAIRMAN
PETER J TAYLOR
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to
employee benefit
plans
and deferred
compensation
(e) Expense
account,
other allowances
0
0
0
PRESIDENT/CEO/DIRECTOR
50 0
537,751
95,351
5,620
TREASURER/CIO
50 0
648,001
108,146
2,621
CO RP SECTY /
DIRECTOR OF COMM
50 0
237,204
80,561
1,667
0
0
0
DIRECTOR
20
10,000
0
0
DIRECTOR
30
10,000
0
0
DIRECTOR
30
10,000
0
0
DIRECTOR
20
15,000
0
0
DIRECTOR
10,000
0
0
DIRECTOR
20
0
0
0
DIRECTOR
10,000
0
0
DIRECTOR
30
0
0
0
DIRECTOR
20
10,000
0
0
DIRECTOR
20
10,000
0
0
DIRECTOR
20
10,000
0
0
30
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
JAMES E CANALES 99
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
JOHN RJENKS ID
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
DANIEL0 SILVERMAN 99
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
VICE
GREGORY M AVIS
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
JANE W CARNEY 99
CHAIRMAN/DIRECTOR
3 0
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
PAULAACORDEIRO ID
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
FRANK H CRUZ 99
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
DAVID MAS MASUMOTO
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
REGINALIANGMUEHLHAUSER
95
30
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
MOLLY MUNGER
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
STEVEN A SCHROEDER
20
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
ISAAC STEIN
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
LYDIAMVILLAREAL 99
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
VIRGIL ROBERTS ID
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
SAMUELHOI
575 MARKET STREET SUITE
3400
SAN FRANCISCO,CA 94105
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
350 O rg155 Water St
Brooklyn, NY 11201
NA
501(c)(3)
509(a)(1)
For support of activities in
California
1,000
4-H Clubs &Affiliated 4-H
OrganizationsPO Box 73673
1006 E Main Street
Davis,CA 95617
NA
501(c)(3)
509(a)(1)
For the California 4-H
Foundation
1,000
826 Valencia826 Valencia Street
727 W 27th St Room 201
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
826 Valencia826 Valencia Street
210 Central Avenue
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
To diversify youth
participants
25,000
A Healthy House Within A Match
Coalition1729 Canal St
100 Montgomery Street The
Presidio
Merced,CA 95340
NA
501(c)(3)
509(a)(1)
To provide leadership
development in SJ Valley
23,794
About Productions145 N Raymond
Avenue
Building 201
Pasadena,CA 91103
NA
501(c)(3)
509(a)(2)
To broaden Latino audiences
15,000
Advancement Project1910 West
Sunset Blvd Suite 500
PO Box 1868
Los Angeles, CA 90026
NA
501(c)(3)
509(a)(1)
To sponsor a conference
Advancement Project1910 West
Sunset Blvd Suite 500
PO Box 1868
Los Angeles, CA 90026
NA
501(c)(3)
509(a)(1)
For online redistricting
mapping
140,000
Advancement Project1910 West
Sunset Blvd Suite 500
2000 Bunker Road--Fort Cronkhite
Los Angeles, CA 90026
NA
501(c)(3)
509(a)(1)
For online redistricting
mapping
150,000
Advancement Through Opportunity
and Knowledge 1200 W 37th Place
2000 Bunker Road--Fort Cronkhite
Los Angeles,CA 90007
NA
501(c)(3)
509(a)(1)
For a capacity building
project
25,000
African-American Shakespeare
Company762 Fulton Street
First Floor
San Francisco,CA 94102
NA
501(c)(3)
509(a)(2)
To create a jazz Twelfth Night
16,500
Alameda County Community Food
BankPO Box 2599
Eleventh Floor
Oakland,CA 94614
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
Alameda County Community Food
BankPO Box 2599
850 Baker Street
Oakland,CA 94614
NA
501(c)(3)
509(a)(1)
For unrestricted support
2,500
Alameda Education FoundationPO
Box 1363
2 Eastmont Mall
Alameda,CA 94501
NA
501(c)(3)
509(a)(1)
For school supplies
Alameda Education FoundationPO
Box 1363
275 9th Street 3rd Floor
Alameda,CA 94501
NA
501(c)(3)
509(a)(1)
In support of the Amelia
Earhart Media Center
Alliance for a Better Community Inc
350 S Bixel St Suite 180
135 N Grand Avenue
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
For strategic planning
25,000
Alliance for California Traditional
Arts1245 Van Ness Avenue
135 N Grand Avenue
Fresno,CA 93721
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
55,895
Alliance for California Traditional
Arts1245 Van Ness Avenue
2590 Truxtun Road Suite 202
Fresno,CA 93721
NA
501(c)(3)
509(a)(1)
To support folks arts groups
Alliance for College-Ready Public
Schools1940 South Figueroa Street
11772 Sorrento Valley Road Suite 2
Los Angeles,CA 90007
NA
501(c)(3)
509(a)(1)
For support of Scholarships
10,000
Alliance for Excellent Education Inc
1201 Connecticut Avenue NW Suite
301 Van Ness Avenue
Washington, DC 20036
NA
501(c)(3)
509(a)(1)
To inform federal education
policy
250,000
Alliance of Artists Communities255
South Main Street
301 Van Ness Avenue
Providence, RI 02903
NA
501(c)(3)
509(a)(1)
For CA artist residency
programs
362,000
Alonzo King's LINES Ballet26
Seventh Street
201 Van Ness Avenue
San Francisco,CA 94103
NA
501(c)(3)
509(a)(2)
To tour to underserved
regions of CA
100,000
Altadena Christian Children's Center
791 East Calaveras Street
201 Van Ness Avenue
Altadena,CA 91001
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,625
A mador Community Foundation Inc
PO Box 1154 21-B main Street
201 Van Ness Avenue
Jackson,CA 95642
NA
501(c)(3)
509(a)(2)
For support of the A mador
Student Music Fund
2,500
Ambassadors ForChange931 34th
Street
1010 Broad Street
Oakland,CA 94608
NA
501(c)(3)
509(a)(1)
For unrestricted support
2,500
American Friends Service
Committee1501 Cherry Street
3200 West Temple Street
Philadelphia, PA 19102
NA
501(c)(3)
509(a)(1)
For the Tamejavi cultural
organizing program
American Inst For Research In The
Behav Sc12800 Campus Drive Suite
200
Building 10
San Mateo,CA 94403
NA
501(c)(3)
509(a)(2)
To support a convening
75,000
American Youth Symphony3424
Wilshire Blvd Suite 830
Building 10
Los Angeles,CA 90010
NA
501(c)(3)
509(a)(2)
To diversify audiences
25,000
America's Promise - The Alliance for
Youth1110 Vermont Avenue NW
Suite 90
Building 10
Washington, DC 20005
NA
Expend Resp
To survey out of school youth
50,000
Angels Gate Cultural Center3601
South Gaffey St Box 1
Building 10
San Pedro,CA 90731
NA
501(c)(3)
509(a)(1)
To develop a strategic plan
50,000
5,000
500
1,000
333,665
100,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Armand Hammer Museum of Art &
Cultural Ctr10899 Wilshire Blvd
Building 10
Los Angeles, CA 90024
NA
501(c)(3)
509(a)(3)
For new audience engagement
efforts
242,000
Armory Center for theArts145N
Raymond Avenue
PO Box 12039
Pasadena,CA 91103
NA
501(c)(3)
509(a)(1)
For unrestricted support
Armory Center for the Arts145 N
Raymond Avenue
6000 J Street
Pasadena,CA 91103
NA
501(c)(3)
509(a)(1)
For the Community Pathways
program
Arte Americas The Mexican Arts
Center1630 Van Ness
University Park
Fresno,CA 93721
NA
501(c)(3)
509(a)(2)
To diversify audiences
Arthritis Foundation Inc657 Mission
Street Suite 603
University Park
San Francisco,CA 94105
NA
501(c)(3)
509(a)(1)
For activities in California
Arts & Learning Corporation11422
Jola Avenue
University Park
Garden Grove,CA 92843
NA
501(c)(3)
509(a)(1)
To diversify audiences
13,500
Arts Council For Monterey County
PO Box 7495
University Park
Carmel,CA 93921
NA
501(c)(3)
509(a)(1)
To create 'One Voice/One
Planet
25,000
Arts Council of Kern2000 K Street
Suite 110
University Park
Bakersfield, CA 93301
NA
501(c)(3)
509(a)(2)
To support 10 artists-inresidence in Kern
25,000
Arts for LA1149 S Hill St Suite
H100
University Park
Los Angeles,CA 90015
NA
501(c)(3)
509(a)(1)
For four Community Arts
Teams in LA
15,000
Arts Orange County3730 S Susan
St Ste 100
University Park
Santa Ana,CA 92704
NA
501(c)(3)
509(a)(1)
To present a one-day festival
25,000
Asian Americans-Pacific Isl in
Philanthropy211 Sutter Street Suite
600
VARIOUS
San Francisco,CA 94108
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
10,000
Asian Americans-Pacific Isl in
Philanthropy211 Sutter Street Suite
600
San Francisco,CA 94108
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
43,830
Asian Pacific American Legal Center
ofSoCall145 Wilshire Blvd 2nd
Floor
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
To research the Voting Rights
Act
150,000
Asian Pacific Community Fund of
SoCa11145 Wilshire Blvd 1st Floor
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
In support of the AAPIP
Circle of Change
500
Association of California Symphony
Orchestras2755 Cottage Way Suite
3
Sacramento,CA 95825
NA
501(c)(3)
509(a)(2)
To provide core program
support
34,000
Autry National Center4700 Western
Heritage Way
Los Angeles, CA 90027
NA
501(c)(3)
509(a)(1)
To increase Latino
engagement
93,000
Avenue 50 Studio Inc131 North
Avenue 50
Los Angeles, CA 90042
NA
501(c)(3)
509(a)(1)
To broaden audiences
17,250
Bakersfield Art Foundation Inc1930
R Street
1006 E Main Street
Bakersfield, CA 93301
NA
501(c)(3)
509(a)(1)
For capacity building
103,000
Balboa Park Cultural Partnership
1549 El Prado Suite 1
San Diego,CA 92101
NA
501(c)(3)
509(a)(1)
To develop a park-wide
membership model
100,000
Bay Area Women's and Children's
Center318 Leavenworth St
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,500
Bayview Hunters Point Ctr for Arts
and Tech2415 Third Street Suite
230
San Francisco,CA 94107
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
Berkeley Repertory Theatre999
Harrison Street
Berkeley, CA 94710
NA
501(c)(3)
509(a)(1)
To create the Center for
Artistic Innovation
250,000
Beyond Baroque Foundation681
Venice Blvd
Venice,CA 90291
NA
501(c)(3)
509(a)(2)
To reach younger audiences
Black Business Association of Los
AngelesPO Box 43159
Los Angeles, CA 90043
NA
501(c)(3)
509(a)(2)
For a minority small business
incubator
1,000
Black Rock Arts Foundation995
Market Street 9th Floor
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
To place art in urban areas of
CA
500
Blue Sky Consulting Group5714
Folsom Blvd 127
340 North Escondido Blvd
Sacramento,CA 95819
NA
Expend Resp
To research changes to CA's
tax structure
50,000
Board of Trustees of the Glide
Foundation330 Ellis Street
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For charitable activities
Boxtales Theatre CompanyPO Box
91521
727 W 27th St Room 201
Santa Barbara,CA 93190
NA
501(c)(3)
509(a)(1)
To support new works
creation
20,000
Brava for Women in the Arts2781
24th Street
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
To support the creation ofa
new work
25,000
Bridge The GapPO Box 1390
Sausalito,CA 94965
NA
501(c)(3)
509(a)(1)
For unrestricted support
10,000
100,000
25,000
5,000
12,500
2,500
7,500
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Burnon Incdba Rubicon Theatre
Company
Ventura,CA 93001
NA
501(c)(3)
509(a)(1)
To increase cultural
participation
141,000
CA Court Appointed Special
Advocate Assn660 13th St Suite
300
660 13th Street Suite 300
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
For unrestricted support
Cabrillo Festival of Contemporary
Music147 S River Street Suite 232
560 J Street Suite 290
Santa Cruz,CA 95060
NA
501(c)(3)
509(a)(2)
To increase cultural
participation
California Alliance for Arts
Education495 E Colorado Blvd
560 J Street Suite 290
Pasadena,CA 91101
NA
501(c)(3)
509(a)(1)
To support an executive
search
California Alliance for Arts
Education495 E Colorado Blvd
560 J Street Suite 290
Pasadena,CA 91101
NA
501(c)(3)
509(a)(1)
To expand statewide arts
education
California Association of Museums
PO Box 1455
560 J Street Suite 290
Santa Cruz,CA 95061
NA
501(c)(3)
509(a)(2)
To provide core program
support
34,000
California Black Women's Health
Projectl01 N La Brea Ave Suite 610
Inglewood,CA 90301
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,500
California Budget Project1107 9th
Street Suite 310
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
For core support
125,000
California Charter School
Consortium250 E 1st Street 10th
Floor
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(2)
To encourage Linked Learning
in charters
250,000
California Chicano News Media
AssociationUSC Annenberg School
of journalism
Los Angeles,CA 90007
NA
501(c)(3)
509(a)(2)
For unrestricted support
5,000
California Community Foundation
221 S Figueroa St Suite 400
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
For support of BLOOM
5,000
California Community Foundation
221 S Figueroa St Suite 400
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To build a referral system
10,000
California Community Foundation
221 S Figueroa St Suite 400
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
For support of youth sports
programs
15,000
California Education PartnersOne
Lombard Suite 305
San Francisco, CA 94111
NA
501(c)(3)
509(a)(1)
To support CORE
California Forward1107 9th Street
Suite 650
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
For core support
California Institute of the Arts
24700 McBean Parkway
Valencia,CA 91355
NA
501(c)(3)
509(a)(1)
To support RADAR LA
California Latinas for Reproductive
JusticePO Box 412225
Los Angeles, CA 90041
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,500
California PresentersPO Box 19748
Sacramento,CA 95819
NA
501(c)(3)
509(a)(1)
To provide core program
support
20,000
California Rangeland Trust1225 H
Street
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
To educate policymakers
about rangelands
75,000
California Rural Legal Assistance
Inc631 Howard Suite 300
San Francisco,CA 94105
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
81,840
California State Parks Foundation50
Francisco Street Suite 110
San Francisco,CA 94133
NA
501(c)(3)
509(a)(1)
For trail restoration
1,000
California State Parks Foundation50
Francisco Street Suite 110
San Francisco,CA 94133
NA
501(c)(3)
509(a)(1)
For capital projects
1,000
California State University
Foundation401 Golden Shore 6th
Floor
Long Beach, CA 90802
NA
501(c)(3)
509(a)(1)
For a CSU Linked Learning
program
California State University
Foundation401 Golden Shore 6th
Floor
Long Beach, CA 90802
NA
501(c)(3)
509(a)(1)
To develop a new general ed
transfer curric
250,000
California State University
Foundation401 Golden Shore 6th
Floor
Long Beach, CA 90802
NA
501(c)(3)
509(a)(1)
To prepare new teachers for
Linked Learning\
300,000
California State University Fresno
Fdn4910 N Chestnut
Fresno,CA 93726
NA
501(c)(3)
509(a)(1)
To build a pipeline of leaders
in SJ Valley
18,774
California State University Fresno
Fdn4910 N Chestnut
PO Box 33124
Fresno,CA 93726
NA
501(c)(3)
509(a)(1)
For the CA Partnership for S3
Valley
200,000
California STEM Learning Network
1415 L Street Suite 870
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
To support the CA STEM
Learning Netwk
350,000
California Transplant Donor Network
1000 Broadway Suite 600
Oakland,CA 94607
NA
501(c)(3)
509(a)(2)
For unrestricted support
1,000
California Voter FoundationPO Box
189277
Sacramento,CA 95818
NA
501(c)(3)
509(a)(2)
For a voter registration lookup
tool
2,500
117,000
20,000
156,000
500,000
1,500,000
50,000
30,000
50,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Camellia Symphony AssociationPO
Box 19786
Sacramento,CA 95819
NA
501(c)(3)
509(a)(1)
To support free concerts
15,000
Campaign for College Opportunity
900 Wilshire Blvd Suite 924
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
For core operating support
Cantare Con Vivo1611 Telegraph
Avenue Suite 801
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
To produce low-cost and free
concerts
Capitol Impact LLC1130 K Street
Suite 250
Sacramento,CA 95814
NA
Expend Resp
To support the Linked
Learning Alliance
150,000
Capitol Impact LLC1130 K Street
Suite 250
Sacramento,CA 95814
NA
Expend Resp
For the CA Legislative Staff
Education Inst
250,000
Center for Advanced Research and
Technology2555 Clovis Avenue
Clovis,CA 93612
NA
501(c)(3)
509(a)(1)
For the CART Model
Center for Commun Action and Env
JustPO Box 33124
Riverside,CA 92519
NA
501(c)(3)
509(a)(1)
For civic engagement
Center for Community Advocacy22
W Gabilan Street
Salinas,CA 93901
NA
501(c)(3)
509(a)(1)
For unrestricted support
15,000
Center for Cultural Innovation244
South San Pedro Street Suite 4
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To support next generation
arts leadership
67,000
Center for Governmental Studies
10951 W Pico Blvd Suite 120
Los Angeles,CA 90064
NA
501(c)(3)
509(a)(1)
For core operating support
200,000
Center for Investigative Reporting
Inc2130 C enter Street Suite 103
Berkeley, CA 94704
NA
501(c)(3)
509(a)(2)
For in-depth coverage of state
issues
300,000
Center for the Education of the
Infant Deaf1035 Grayson Street
Berkeley, CA 94710
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
Center for the Education of the
Infant Deaf1035 Grayson Street
2021 Sperry Avenue Suite 18
Berkeley, CA 94710
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,500
Center on Policy Initiatives3727
Camino Del Rio S Suite 100
2021 Sperry Avenue Suite 18
San Diego,CA 92108
NA
501(c)(3)
509(a)(1)
To support strategic planning
Center on Policy Initiatives3727
Camino Del Rio S Suite 100
1000 I Street
San Diego, CA 92108
NA
501(c)(3)
509(a)(1)
To encourage civic
engagement
150,000
Center on Race Poverty &
Environment47 Kearny Street Suite
804
San Francisco,CA 94108
NA
501(c)(3)
509(a)(1)
To encourage civic
engagement
250,000
Center Theatre Group of Los
Angeles601 West Temple Street
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(2)
For a managing director
search
30,000
Centerpointe Presbyterian Church
340 Cornerstone Court
Pleasanton, CA 94566
NA
501(c)(3)
509(a)(1)
In support of the Pastor's
Discretionary Fund
10,000
Central Coast Alliance United for a
Sust Econ2021 Sperry Avenue Suite
18
Ventura,CA 93003
NA
501(c)(3)
509(a)(1)
For core support
Central Valley Center for the
ArtsGallo Ctr1000 I Street
1750 Wright Street Suite 4
Modesto,CA 95354
NA
501(c)(3)
509(a)(1)
For capacity building
91,477
Charles Drew University of Medicine
& Science1731 East 120th Street
Los Angeles, CA 90059
NA
501(c)(3)
509(a)(1)
For student scholarships
10,000
Charles W Bowers Museum
Corporation2002 N Main Street
Santa Ana,CA 92706
NA
501(c)(3)
509(a)(1)
To build organizational
capacity
Chez Panisse Foundation1517
Shattuck Avenue
Berkeley, CA 94709
NA
501(c)(3)
509(a)(1)
For support of the edible
schoolyard project
Chhandam Chitresh Das Dance
Company2325 Third Street Suite
320
San Francisco,CA 94107
NA
501(c)(3)
509(a)(1)
To support expansion
120,000
Children Now1404 Franklin Street
Suite 700
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
For student support services
200,000
Chorus America Assn of
Professional Vocal EnsPO Box 2646
Arlington,VA 22202
NA
501(c)(3)
509(a)(1)
To present the Community
Sing program
20,000
Chronicle Season of Sharing FundPO
Box 44740
San Francisco, CA 94144
NA
501(c)(3)
509(a)(1)
For sponsors hip of the 20112012
65,000
Claremont Graduate University150
E 10th St
Claremont,CA 91711
NA
501(c)(3)
509(a)(1)
For unrestricted support
10,000
Clifford School Parents Club225
Clifford Avenue
Redwood City,CA 94062
NA
501(c)(3)
509(a)(2)
For unrestricted support
1,500
COFEM125 Paseo de la Plaza Suite
101
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To provide leadership
development in SJ Valley
300,000
25,000
75,000
150,000
32,000
200,000
118,000
1,500
50,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Coleman Children & Youth Services
459 Vienna Street
San Francisco, CA 94112
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
College of the Canyons Foundation
26455 Rockwell Canyon Road
Santa Clarita,CA 91355
NA
501(c)(3)
509(a)(1)
To broaden participation
25,000
Common Cause3303 Wilshire Blvd
Suite 310
Los Angeles,CA 90010
NA
Expend Resp
To expand voter participation
Common Counsel Foundation405
14th Street Ste 809
Oakland,CA 94612
NA
Expend Resp
To provide leadership
development in SJ Valley
Communities ForA Better
Environment6325 Pacific Boulevard
300
Huntington Park,CA 90255
NA
501(c)(3)
509(a)(1)
To promote civic engagement
Community Coalition8101 S
Vermont Avenue
8101 S Vermont Avenue
Los Angeles,CA 90044
NA
501(c)(3)
509(a)(1)
For unrestricted support
Community Coalition8101 S
Vermont Avenue
8101 S Vermont Avenue
Los Angeles,CA 90044
NA
501(c)(3)
509(a)(1)
To encourage civic
engagement in Westmont
Community Foundation for Monterey
County2354 Garden Road
8101 S Vermont Avenue
Monterey,CA 93940
NA
501(c)(3)
509(a)(1)
For regranting and leadership
development
40,300
Community Health Awareness
CouncilP 0 Box 335
Mountain View,CA 94042
NA
501(c)(3)
509(a)(1)
For support of the Outlet
Program
10,000
Community Initiatives354 Pine
Street Suite 700
San Francisco, CA 94104
NA
501(c)(3)
509(a)(1)
For Help a Mother Out
1,000
Community Music Center544 Capp
Street
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
To support students
1,000
Community Music Center544 Capp
Street
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
For unrestricted support
2,500
Community Partners1000 N
Alameda Street Suite 240
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
For the Afr Am Board
Leadership Inst
10,000
Community Partners1000 N
Alameda Street Suite 240
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
For an emerging arts
leadership network
29,000
Community Television Of Santa Cruz
County816 Pacific Ave
Santa Cruz,CA 95060
NA
501(c)(3)
509(a)(1)
To diversify audiences
23,000
Community Television of Southern
California4401 W Sunset Boulevard
Los Angeles, CA 90027
NA
501(c)(3)
509(a)(1)
For KCET
10,000
Community WaterCenter311 W
Murray Ave
Visalia,CA 93291
NA
501(c)(3)
509(a)(1)
For core support
75,000
Community WaterCenter311 W
Murray Ave
Visalia,CA 93291
NA
501(c)(3)
509(a)(1)
For core support
125,000
Company of Angels IncPO Box
3480
Los Angeles,CA 90078
NA
501(c)(3)
509(a)(2)
To create two full-length
plays
12,000
CompassPoint Nonprofit Services
731 Market Street Suite 200
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
To support a conference
5,000
CompassPoint Nonprofit Services
731 Market Street Suite 200
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
To provide tailored workshops
and training
ConnectEd2150 Shattuck Avenue
Suite 1200
Berkeley, CA 94704
NA
501(c)(3)
509(a)(1)
For the CA Linked Learning
Dist Init
2,400,000
ConnectEd2150 Shattuck Avenue
Suite 1200
Berkeley, CA 94704
NA
501(c)(3)
509(a)(1)
For core operating support
2,500,000
ConnectEd2150 Shattuck Avenue
Suite 1200
Berkeley, CA 94704
NA
501(c)(3)
509(a)(1)
For the CA Linked Learning
Dist Init
4,425,000
Contra Costa Crisis CenterP 0 Box
3364
Walnut Creek,CA 94596
NA
501(c)(3)
509(a)(1)
For support of the endowment
Contra TiempoPO Box 360465
Los Angeles,CA 90036
NA
501(c)(3)
509(a)(1)
To perform Roots Enredados
COR - Congregations Organizing for
Renewa122634 2nd Street Suite 209
2150 Shattuck Avenue Suite 1200
Hayward,CA 94541
NA
501(c)(3)
509(a)(1)
To encourage civic
engagement
200,000
Cornerstone TheaterCompany708
Traction Ave
2150 Shattuck Avenue Suite 1200
Los Angeles,CA 90013
NA
501(c)(3)
509(a)(1)
To develop new theater works
125,000
Coro Southern California Inc1000 N
Alameda St Suite 240
2150 Shattuck Avenue Suite 1200
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
For unrestricted support
Corporation of the Fine Arts
Museums50 Hagiwara Tea Garden
Dr
San Francisco, CA 94118
NA
501(c)(3)
509(a)(1)
For a new artist fellows
program
400,000
10,587
150,000
5,000
150,000
46,025
7,500
15,000
5,000
200,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Council for a Strong America1212
New York Avenue NW Suite 300
Washington, DC 20005
NA
501(c)(3)
509(a)(1)
To engage leaders in Linked
Learning
200,000
Council for Aid to Education215
Lexington Avenue Floor 21
NewYork,NY 10016
NA
501(c)(3)
509(a)(2)
To conduct a feasibility study
100,000
Council on Foundations Inc2121
Crystal Dr Suite 700
Arlington,VA 22202
NA
501(c)(3)
509(a)(1)
For conference sponsorship
40,000
Council on Foundations Inc2121
Crystal Dr Suite 700
Arlington,VA 22202
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
45,000
Craft and Folk Art Museum5814
Wilshire Boulevard
Los Angeles, CA 90036
NA
501(c)(3)
509(a)(2)
To expand a retail effort
25,500
Craft and Folk Art Museum5814
Wilshire Boulevard
211 Sutter Street Suite 401
Los Angeles, CA 90036
NA
501(c)(3)
509(a)(2)
For ""Folk Art Everywhere
50,000
Creative Community Educational
Foundationc/o ACLC
Alameda,CA 94501
NA
501(c)(3)
509(a)(1)
For the purchase of school
supplies
1,000
Crocker Art Museum Association
216 0 Street
5814 Wilshire Boulevard
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
For capacity building
C rohns &Colitis Foundation of
Americas Third Street Suite 625
5814 Wilshire Boulevard
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
For activities in California
Cultural Council of Santa Cruz
Countyl101 Pacific Avenue Suite
320
5814 Wilshire Boulevard
Santa Cruz,CA 95062
NA
501(c)(3)
509(a)(1)
For regranting to small arts
orgs
Culture Shock Dance Troupe2110
Hancock Street 200
San Diego,CA 92110
NA
501(c)(3)
509(a)(2)
For a new interp of The
Nutcracker
Cygnet Theatre Company2410
Congress St
San Diego,CA 92110
NA
501(c)(3)
509(a)(1)
To build organizational
capacity
100,000
Dance USA1111 16th St Suite 300
Washington, DC 20036
NA
501(c)(3)
509(a)(1)
For ""Engaging Dance
Audiences ""
52,000
Dancers Group1360 Mission Street
Suite 200
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
To provide core program
support
55,000
Davis Art CenterPO Box 4340
Davis,CA 95617
NA
501(c)(3)
509(a)(2)
For capacity building
67,800
Deaf West Theatre5l 14 Lankershim
Blvd
North Hollywood,CA 91601
NA
501(c)(3)
509(a)(1)
To produce two ASL
adaptations
25,000
Dell'Arte IncPO Box 816
Blue Lake,CA 95525
NA
501(c)(3)
509(a)(2)
To diversify participation in
the arts
Descanso Gardens Guild Inc1418
Descanso Drive
La Canada Flintridge,CA 91011
NA
501(c)(3)
509(a)(2)
For unrestricted support
Eagle Rock Community Cultural
Association2225 Colorado Blvd
Los Angeles, CA 90041
NA
501(c)(3)
509(a)(1)
To support Encompass
100,000
East Bay Center for the Performing
Arts339 - 11th Street
Richmond,CA 94801
NA
501(c)(3)
509(a)(2)
To support program
expansion
100,000
East Bay Performing Arts2201
Broadway Suite 300
Oakland,CA 94612
NA
501(c)(3)
509(a)(2)
To commission works by CA
composers
East LA Community Corporation530
South Boyle Ave
Los Angeles, CA 90033
NA
501(c)(3)
509(a)(1)
For a resident advisory
commission
East Oakland Boxing Association
816 98th Avenue
Oakland,CA 94603
NA
501(c)(3)
509(a)(1)
For the youth outdoor
program
Eastside College Preparatory
School Inc1041 Myrtle Street
East Palo Alto,CA 94303
NA
501(c)(3)
509(a)(1)
For unrestricted support
20,000
East-West Players Inc120 N Judge
John Aiso Street
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(2)
To sponsor a conference
10,000
East-West Players Inc120 N Judge
John Aiso Street
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(2)
To support Californian API
playwrights
100,700
Ebony Repertory Theatre Inc4718
W Washington Blvd
Los Angeles,CA 90016
NA
501(c)(3)
509(a)(1)
For a cultural participation
project
50,000
EdSource Inc520 San Antonio Road
Suite 200
Mountain View,CA 94040
NA
501(c)(3)
509(a)(1)
For an executive search
30,000
EdSource Inc520 San Antonio Road
Suite 200
Mountain View,CA 94040
NA
501(c)(3)
509(a)(1)
For core operating support
150,000
Education Sector1201 Connecticut
Avenue NW Suite 8
Washington, DC 20036
NA
501(c)(3)
509(a)(1)
To develop new ed success
metrics
400,000
127,970
2,500
42,000
8,750
100,000
5,000
87,500
125,000
2,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
EI Dorado Musical Theatre5011
Golden Foothill Parkway Ste 4
El Dorado Hills,CA 95762
NA
501(c)(3)
509(a)(2)
To increase musical theater
for youth
25,000
EmcArts Inc127 W 122nd St
NewYork,NY 10027
NA
501(c)(3)
509(a)(2)
For Arts Innovation Fund
capacity bldg
33,000
EmcArts Inc127 W 122nd St
NewYork,NY 10027
NA
501(c)(3)
509(a)(2)
For Arts Innovation Fund
capacity bldg
350,000
EngAge240 E Verdugo Avenue Suite
100
Burbank,CA 91502
NA
501(c)(3)
509(a)(1)
To restructure the
organization
EngAge240 E Verdugo Avenue Suite
100
Burbank,CA 91502
NA
501(c)(3)
509(a)(1)
For core support
Entrepreneurs Foundation1922 The
Alameda Suite 205
San Jose,CA 95126
NA
501(c)(3)
509(a)(1)
For unrestricted support
Environmental Health Coalition2727
Hoover Ave Ste 202
National City,CA 91950
NA
501(c)(3)
509(a)(1)
For civic engagement
150,000
Environmental Health Coalition2727
Hoover Ave Ste 202
National City,CA 91950
NA
501(c)(3)
509(a)(1)
To support CEJA
200,000
Envision Schools436 14th Street
Suite 920
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
To build capacity for CA
school districts
200,000
Exhale An After-Abortion
Counseling Talkline484 Lake Park
Avenue 63
Oakland,CA 94610
NA
501(c)(3)
509(a)(1)
For unrestricted support
500
Exhibit Envoy IncPO Box 193307
San Francisco,CA 94119
NA
501(c)(3)
509(a)(1)
To bring contemporary art to
rural CA
60,000
Faith in Action Kern County2005
Eye St Suite 3
Bakersfield, CA 93301
NA
501(c)(3)
509(a)(1)
To encourage civic
engagement in Kern Cty
60,000
Families in Schools1545 Wilshire
Blvd Suite 700
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
Families in Schools1545 Wilshire
Blvd Suite 700
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
For technical assistance in SJ
Valley
50,000
Families in Schools1545 Wilshire
Blvd Suite 700
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
To support strategic planning
50,000
Families in Schools1545 Wilshire
Blvd Suite 700
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
To strengthen education
decision making
59,490
Families in Schools1545 Wilshire
Blvd Suite 700
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
For the Families Improving
Education Init
Family Violence Prevention Funddba
Futures Without Violence
San Francisco,CA 94129
NA
501(c)(3)
509(a)(1)
For activities in California
2,000
First Night Monterey IncPO Box 185
Monterey,CA 93940
NA
501(c)(3)
509(a)(2)
To support a bilingual arts
series
20,000
Flux Foundation95 Orange Alley
Suite 201
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
To support activities in
California
Food Bank Contra Costa and Solaro
PO Box 6324
Concord,CA 94524
NA
501(c)(3)
509(a)(1)
For unrestricted support
2,000
Food Bank Contra Costa and Solaro
PO Box 6324
Concord,CA 94524
NA
501(c)(3)
509(a)(1)
For unrestricted support
7,500
Ford Theatre Foundation2580
Cahuenga Blvd East
Hollywood,CA 90068
NA
501(c)(3)
509(a)(1)
For the Community Bridges
Program
Foundation for a College Education
PO Box 50518
Palo Alto, CA 94303
NA
501(c)(3)
509(a)(1)
For unrestricted support
Foundation for California Community
Colleges1102 Q Street Suite 3500
Sacramento,CA 95811
NA
501(c)(3)
509(a)(3)
To support the Career Ladders
Project
400,000
Foundation for California Community
Colleges1102 Q Street Suite 3500
Sacramento,CA 95811
NA
501(c)(3)
509(a)(3)
For the Career Ladders
Project
550,000
Foundation for Giving Hope948
Lombard Street
San Francisco,CA 94133
NA
501(c)(3)
509(a)(2)
For support of the Painted
Turtle Camp
10,000
Foundation for World ArtsGlorya
Kaufman Hall 120 Westwood P
Los Angeles, CA 90095
NA
501(c)(3)
509(a)(1)
For the 2011 World Festival of
Sacred Music
50,000
Free Arts For Abused Children
12095 W Washington Blvd 104
Los Angeles,CA 90066
NA
501(c)(3)
509(a)(1)
For unrestricted support
Fresh Meat Productions375 27th
Street A
San Francisco, CA 94131
NA
501(c)(3)
509(a)(1)
To geographically diversify
audiences
75,000
125,000
5,000
1,125,000
500
250,000
10,000
1,000
16,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Fresno Art Museum2233 North First
Street
Fresno,CA 93703
NA
501(c)(3)
509(a)(2)
To broaden participation
50,000
Fresno International Grand Opera
2405 Capitol St Ste 103
Fresno,CA 93721
NA
501(c)(3)
509(a)(1)
For capacity building
118,500
Fresno Philharmonic Association
2377 West ShawAvenue Suite 101
Fresno,CA 93711
NA
501(c)(3)
509(a)(1)
For capacity building
90,000
Fresno Regional Foundation5250 N
Palm Avenue Suite 424
100 Larkin Street
Fresno, CA 93704
NA
501(c)(3)
509(a)(1)
For support of the Comm Ed
And Lead Fund
50,000
Fresno Regional Foundation5250 N
Palm Avenue Suite 424
Fresno, CA 93704
NA
501(c)(3)
509(a)(1)
For regranting and donor
development
300,000
Friends of McGroarty Cultural Arts
Center7570 McGroarty Terrace
Tujunga,CA 91042
NA
501(c)(3)
509(a)(2)
To broaden participation
25,000
Friends of the Chinese American
Museum125 Paseo de la Plaza Suite
300
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To support an executive
search
28,500
Friends of the Levitt Pavilion30 N
Raymond Avenue Suite 100
Pasadena,CA 91103
NA
501(c)(3)
509(a)(2)
To diversify audiences
25,000
FSG Inc2O Park Plaza Suite 320
Boston,MA 02116
NA
501(c)(3)
509(a)(2)
To research donor-advised
funds
75,000
FSG Inc2O Park Plaza Suite 320
Boston, MA 02116
NA
501(c)(3)
509(a)(2)
To assess Community Fdns
Initiative II
85,000
GaleriaStudio 242857 24th Street
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
To expand audiences
25,000
Gay Lesbian Bisexual Transgender
Hist Soc657 Mission Street 300
Building 201
San Francisco,CA 94105
NA
501(c)(3)
509(a)(1)
For activities in California
3,000
Gay-Straight Alliance Network1550
Bryant St Suite 800
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
For support of activities in
California
2,000
Gay-Straight Alliance Network1550
Bryant St Suite 800
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
Golden Gate National Parks
ConservancyFort Mason
San Francisco,CA 94123
NA
501(c)(3)
509(a)(2)
For unrestricted support
10,000
Golden Gate Performing Arts Inc
1800 Market Street
San Francisco,CA 94102
NA
501(c)(3)
509(a)(2)
To expand audiences
25,000
Golden Thread Productions499
Alabama St 450
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
To broaden audiences
25,000
Grand Performances350 S Grand
Ave Suite A-4
Los Angeles, CA 90071
NA
501(c)(3)
509(a)(1)
To diversify audience
participation
200,000
Grantmakers for Children Youth and
Families8757 Georgia Avenue Suite
540
Silver Spring, MD 20910
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
2,500
Grantmakers for Education720 SW
Washington Street Suite 605
Portland,OR 97205
NA
501(c)(3)
509(a)(2)
For 2011 membership dues
15,000
Grantmakers for Education720 SW
Washington Street Suite 605
Portland,OR 97205
NA
501(c)(3)
509(a)(2)
For sponsorship of a
conference
25,000
Grantmakers for Effective
Organizations1725 DeSales Street
NW Suite 404
8800 Grossmont College Drive
Washington, DC 20036
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
10,000
Grantmakers in the Arts4055 21st
Ave West Suite 100
Seattle, WA 98199
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
25,000
Grantmakers in the Arts4055 21st
Ave West Suite 100
Seattle, WA 98199
NA
501(c)(3)
509(a)(1)
To sponsor a conference
25,000
Grants Managers Network1666 K
Street NW Suite 440
Washington, DC 20006
NA
501(c)(3)
Other
For 2011 membership dues
GRID Alternatives1171 Ocean Ave
Suite 200
Oakland,CA 94608
NA
501(c)(3)
509(a)(2)
To accelerate expansion
75,000
Guidestar USA Inc4801 Courthouse
Street Suite 220
Williamsburg,VA 23188
NA
501(c)(3)
509(a)(1)
For 2011 members hip dues
25,000
HarderCompany Community
Research1450 Drew Avenue Suite
200
Davis,CA 95618
NA
Expend Resp
To evaluate the Families
Improving Ed Init
65,000
HarderCompany Community
Research1450 Drew Avenue Suite
200
Davis,CA 95618
NA
Expend Resp
To evaluate the Arts Regional
Initiative
HeART Project1140 N Citrus
Avenue
Los Angeles, CA 90038
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
150,000
1,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Highways1651 18th Street
Santa Monica, CA 90404
NA
501(c)(3)
509(a)(1)
For their Dia de los Muertos
celebration
500
Highways1651 18th Street
Santa Monica,CA 90404
NA
501(c)(3)
509(a)(1)
To increase participation of
Latinos
25,000
Hispanics in Philanthropy55 Second
Street Suite 1500
San Francisco,CA 94105
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
15,000
Hispanics in Philanthropy55 Second
Street Suite 1500
San Francisco,CA 94105
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
Homeboy Industries130 W Bruno St
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
For unrestricted support
Homeboy Industries130 W Bruno St
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To share its gang prevention
program
Homeless Prenatal Program2500
18th Street
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
For core support
Hope Hospice6377 Clark Avenue
Suite 100
Dublin, CA 94568
NA
501(c)(3)
509(a)(1)
For unrestricted support
Horizons Foundation550
Montgomery Street Suite 700
San Francisco, CA 94111
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
Humboldt Area Foundation363
Indianola Road
Bayside,CA 95524
NA
501(c)(3)
509(a)(1)
For the ""Native Cultures
Fund
Immigrant Legal Resource Center
1663 Mission Street Suite 602
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
46,500
Immigrant Legal Resource Center
1663 Mission Street Suite 602
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
For technology-based
marketing
49,000
Immigrant Legal Resource Center
1663 Mission Street Suite 602
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
To increase SJ Valley orgs'
capacity
Imperial Valley Community
Foundation1440 W Main Street
El Centro,CA 92243
NA
501(c)(3)
509(a)(1)
To mobilize philanthropic
assets
75,000
Independent Sectorl602 L Street
NW Suite 900
Washington, DC 20036
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
15,000
Independent Shakespeare Company
Inc9800-D Topanga Canyon
Boulevard 1
Chatsworth,CA 91311
NA
501(c)(3)
509(a)(1)
To increase Latino
attendance
14,500
Inland Congregations United for
Change1441 N D St Suite 208
San Bernardino, CA 92405
NA
501(c)(3)
509(a)(1)
For unrestricted support
25,000
Inland Congregations United for
Change1441 N D St Suite 208
San Bernardino, CA 92405
NA
501(c)(3)
509(a)(1)
For civic engagement
Inside Out Community Arts Inc608
Venice Blvd
Venice,CA 90291
NA
501(c)(3)
509(a)(1)
To broaden audience
attendance
Institute for College Access and
Success Inc405 Fourteenth Street
11th Floor
1441 N D St Suite 208
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
To support low-income college
students
175,000
Institute For Evidence-Based
Change2236 Encinitas Blvd Suite G
1441 N D St Suite 208
Encinitas,CA 92024
NA
Expend Resp
To design a district data
system
150,000
Institute For Evidence-Based
Change2236 Encinitas Blvd Suite G
Encinitas,CA 92024
NA
Expend Resp
For the SLATE Initiative
750,000
Institute for Local Government1400
K Street Suite 205
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
To promote inclusive public
engagement
398,000
Instituto Mazatlan Bellas Artes De
Sacramento4300 Stockton Blvd
Sacramento,CA 95820
NA
501(c)(3)
509(a)(2)
To diversify the age range of
audiences
Intersection for the Arts925 Mission
Street Suite 109
San Francisco, CA 94103
NA
501(c)(3)
509(a)(2)
For unrestricted support
Intersection for the Arts925 Mission
Street Suite 109
San Francisco, CA 94103
NA
501(c)(3)
509(a)(2)
To support SF Emerging Arts
Professionals
10,000
Intersection for the Arts925 Mission
Street Suite 109
San Francisco, CA 94103
NA
501(c)(3)
509(a)(2)
To create The New River play
25,000
Inyo Council for the Artsl37 S Main
Street
Bishop,CA 93514
NA
501(c)(3)
509(a)(1)
Foradd'I cultural villages at
the Millpond Fest
25,000
Iraq and Afghanistan Veterans Of
America Inc770 Broadway 2nd Floor
NewYork,NY 10003
NA
501(c)(3)
509(a)(1)
For support of work done in
California
Jacobs Center for Neighborhood
Innovation404 Euclid Avenue
San Diego,CA 92114
NA
Expend Resp
To educate key stakeholders
133,333
4,000
75,000
125,000
2,500
50,847
121,000
416,000
100,000
25,000
12,000
1,000
500
75,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Japanese American Cultural &
Community Ctr244 S San Pedro St
Suite 505
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(2)
For unrestricted support
1,000
Japanese American National
Museum369 East First Street
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To develop new approaches to
programming
Jewish Community Free Clinic490
City Center Drive
Rohnert Park,CA 94928
NA
501(c)(3)
509(a)(1)
For unrestricted support
2,500
Jobs for the Future Inc88 Broad
Street
Boston,MA 02110
NA
501(c)(3)
509(a)(1)
For technical assistance
125,000
Joe Goode Performance Group1007
General Kennedy Ave Suite 20
San Francisco,CA 94129
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
Kern Community Foundation3300
Truxtun Ave Suite 220
Bakersfield, CA 93301
NA
501(c)(3)
509(a)(1)
For capacity building
Keshet Chaim Dancers4155 Dixie
Canyon Avenue
244 S San Pedro St Suite 505
Sherman Oaks,CA 91423
NA
501(c)(3)
509(a)(2)
To attract non-Jewish
audiences
25,000
Khmer Arts Academy375 Redondo
Ave Suite 156
Long Beach, CA 90814
NA
501(c)(3)
509(a)(2)
To bring dance to
nontraditional venues
50,000
KIPP Foundation135 Main Street
Suite 1700
San Francisco,CA 94105
NA
501(c)(3)
509(a)(1)
For support of KIPP Bay Area
KQED Inc2601 Mariposa St
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
For radio coverage of CA
policy news
250,000
Kronos Performing Arts Association
1242 Ninth Ave
San Francisco,CA 94122
NA
501(c)(3)
509(a)(2)
To tour to underserved regions
of CA
100,000
Kuumbwa Jazz Center320-2 Cedar
Street
Santa Cruz,CA 95060
NA
501(c)(3)
509(a)(1)
To increase cultural
participation
110,000
LA Freewaves6522 Hollywood Blvd
Los Angeles,CA 90028
NA
501(c)(3)
509(a)(1)
To support the Out the Window
project
20,000
La Pena Cultural Center Inc3105
Shattuck Avenue
Berkeley, CA 94705
NA
501(c)(3)
509(a)(1)
For the ImaginArte program
67,650
La Pocha Nostra Inter Cultural
Performance2940 16th Street Suite
110
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
For support of the
Doppelgangers project
La RazaGaleria Posada2700 Front
St
Sacramento,CA 95818
NA
501(c)(3)
509(a)(2)
For Dia de Los Muertos in
Sacramento
17,000
LA Stage Alliance644 South
Figueroa
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(2)
To provide core program
support
55,000
Laguna Art Museum307 Cliff Drive
Laguna Beach, CA 92651
NA
501(c)(3)
509(a)(2)
To build organizational
capacity
Latino TheaterCompany514 S
Spring St
Los Angeles,CA 90013
NA
501(c)(3)
509(a)(1)
To attract diverse LA
audiences
League of Women Voters of CA Ed
Fund1107 9th Street Suite 300
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
To research Props 11 & 20
implementation
Liberty Hill Foundation6420 Wilshire
Blvd Suite 700
Los Angeles,CA 90048
NA
501(c)(3)
509(a)(1)
To support strategic planning
Liberty Hill Foundation6420 Wilshire
Blvd Suite 700
Los Angeles,CA 90048
NA
501(c)(3)
509(a)(1)
To support regranting and
capacity building
Little Manila FoundationPO Box
1356
Stockton,CA 95201
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,500
Livermore Valley OperaPO Box
1002
450 W 4th Street Suite 130
Livermore,CA 94551
NA
501(c)(3)
509(a)(2)
For unrestricted support
5,000
Long Beach Opera507 Pacific Ave
450 W 4th Street Suite 130
Long Beach, CA 90802
NA
501(c)(3)
509(a)(2)
For an opera in downtown Long
Beach
50,000
Los Angeles Chamber Orchestra
Society Inc350 S Figueroa St Suite
183
Los Angeles, CA 90071
NA
501(c)(3)
509(a)(2)
For executive transition
support
30,000
Los Angeles Contemporary
Exhibitions6522 Hollywood Blvd
Hollywood,CA 90028
NA
501(c)(3)
509(a)(1)
To commission a multimedia
installation
25,000
Los Angeles Council of Black Prof
EngineersPO Box 881029
1107 9th Street Suite 300
Los Angeles,CA 90009
NA
501(c)(3)
509(a)(2)
For support of EXCELL
Los Angeles County Museum of
Natural History900 Exposition
Boulevard
Los Angeles,CA 90007
NA
501(c)(3)
509(a)(2)
To support Under the Sun
Los Angeles Gay & Lesbian Commun
Service Ctr1625 N Schrader BI
Los Angeles, CA 90028
NA
501(c)(3)
509(a)(1)
For unrestricted support
100,000
200,000
1,000
3,000
108,000
75,000
150,000
50,000
300,000
1,000
660,000
1,500
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Los Angeles Master Chorale
Association135 North Grand
Avenue
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To create new choral works
100,000
Los Angeles Nomadic Division Land
8033 Sunset Blvd 455
Los Angeles,CA 90046
NA
501(c)(3)
509(a)(1)
For unrestricted support
Los Angeles Philharmonic
Associationl5l S Grand Avenue
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(2)
To provide programming in Los
Angeles
170,000
Los Angeles Poverty DepartmentPO
Box 26190
PO Box 881029
Los Angeles, CA 90026
NA
501(c)(3)
509(a)(2)
For ""Festival forAll Skid Row
Artists""
13,000
Los Angeles Regional Foodbank
1734E 41st Street
Los Angeles, CA 90058
NA
501(c)(3)
509(a)(1)
For unrestricted support
Los Angeles Small Schools Center
350 S Bixel Street Suite 100
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
To plan for Linked Learning
launch
135,000
Los Angeles Small Schools Center
350 S Bixel Street Suite 100
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
To develop a Regional Linked
Learning Center
375,000
Los Angeles Trade Technical
College400 West Washington Blvd
1529 Gilcrest Drive
Los Angeles,CA 90015
NA
501(c)(3)
Other
For the 'Triple Crown
Initiative'
400,000
Los Angeles Urban League3450 Mt
Vernon Drive
Los Angeles,CA 90008
NA
501(c)(3)
509(a)(1)
For sponsorship of an event
Los Cenzontles Mexican Arts Center
13108 San Pablo Avenue
San Pablo, CA 94805
NA
501(c)(3)
509(a)(2)
For the Broadcasting Tradition
project
LSB Leakey Foundation for Research
1003 B OReilly Avenue
San Francisco,CA 94129
NA
501(c)(3)
509(a)(1)
For unrestricted support
10,000
Lucile Packard Fdn for Children's
Health400 Hamilton Suite 340
1003 B OReilly Avenue
Palo Alto, CA 94301
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
Lula Washington Contemporary
Dance Foundation3773 Crenshaw
Blvd
400 Hamilton Suite 340
Los Angeles,CA 90016
NA
501(c)(3)
509(a)(2)
To tour to underserved regions
of CA
80,000
Lux Art Institute1550 South El
Camino Real
Encinitas,CA 92024
NA
501(c)(3)
509(a)(1)
To diversify audiences
25,000
Machine ProjectPO Box 26900
Los Angeles, CA 90026
NA
501(c)(3)
509(a)(1)
To develop collaborative
installations
25,000
Mainly Mozart Festival2802 Juan
Street 29
San Diego,CA 92110
NA
501(c)(3)
509(a)(2)
To build organizational
capacity
110,000
Margaret Jenkins Dance Studio Inc
507 Polk Street 320
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For the Choreographer
Mentorship Exchange
100,000
Marin Agricultural Land TrustPO Box
809
Point Reyes Station,CA 94956
NA
501(c)(3)
509(a)(1)
For unrestricted support
3,000
Marin Community Clinic
Administrative Office
Novato,CA 94948
NA
501(c)(3)
509(a)(1)
In support of cancer related
services
1,000
Marin Community Clinic
Administrative Office
Novato,CA 94948
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
Marine Mammal CenterMarin
Headlands
Sausalito,CA 94965
NA
501(c)(3)
509(a)(1)
For unrestricted support
500
Marine Mammal CenterMarin
Headlands
PO Box 1868
Sausalito,CA 94965
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
Maritime Museum Association of
San Diego1492 North Harbor Drive
San Diego,CA 92101
NA
501(c)(3)
509(a)(2)
To support the building of the
San Salvador
5,000
Media Arts Center San Diego2921
El Cajon Blvd
San Diego,CA 92104
NA
501(c)(3)
509(a)(1)
To broaden participation
25,000
Men Alive23802 Avenida de la
Carlota
Laguna Hills, CA 92653
NA
501(c)(3)
509(a)(2)
To diversify Latino audiences
25,000
M erced Center for the Performing
Arts452 W Main St
Merced,CA 95340
NA
501(c)(3)
509(a)(2)
For the Gateway Playwriting
Project
15,000
Mexican American Legal Defense &
Ed Fund634 S Spring St 12th Floor
Los Angeles,CA 90014
NA
501(c)(3)
509(a)(1)
To encourage diversity in
redistricting
Milo FoundationPO Box 6625
Albany,CA 94706
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
Milo FoundationPO Box 6625
Albany,CA 94706
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,500
Mindful Schools1944 Embarcadero
East
Oakland,CA 94606
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
500
500
5,000
200,000
150,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Montalvo AssociationPO Box 158
Saratoga,CA 95071
NA
501(c)(3)
509(a)(1)
To support a feasibility study
30,000
Monterey Jazz FestivalP 0 Box Jazz
Monterey,CA 93942
NA
501(c)(3)
509(a)(2)
To increase cultural
participation
112,000
Monterey Museum OfArt559 Pacific
Street
Monterey,CA 93940
NA
501(c)(3)
509(a)(2)
To increase cultural
participation
105,000
Moolelo Performing Arts Company
PO Box 710564
San Diego,CA 92171
NA
501(c)(3)
509(a)(1)
To engage African Americans
18,000
Movimiento de Arte y Cultura Latino
Americana510 South First Street
San Jose, CA 95113
NA
501(c)(3)
509(a)(2)
To cultivate new audiences
60,000
MuckenthalerCultural Center
Foundation1201 W Malvern Ave
510 South First Street
Fullerton, CA 92833
NA
501(c)(3)
509(a)(1)
To diversify audiences
25,000
Mural Music and Arts Project2043
Euclid St
510 South First Street
East Palo Alto, CA 94303
NA
501(c)(3)
509(a)(1)
For unrestricted support
Mural Music and Arts Project2043
Euclid St
East Palo Alto, CA 94303
NA
501(c)(3)
509(a)(1)
To commission hip hop
artwork
MUSAEPO Box 410783
San Francisco, CA 94141
NA
501(c)(3)
509(a)(1)
For unrestricted support
Museum Associates Los Angeles
County Museum5905 Wilshire
Boulevard
Los Angeles, CA 90036
NA
501(c)(3)
509(a)(2)
For the preservation of the
Watts Tower
500,000
Museum ofContemporary Art250
South Grand Avenue
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
For an experimental residency
project
250,000
Museum of Contemporary Art San
Diego700 Prospect Street
La Jolla, CA 92037
NA
501(c)(3)
509(a)(1)
To better target audiences
and artists
313,000
Museum of Latin American Art628
Alamitos Avenue
Long Beach, CA 90802
NA
501(c)(3)
509(a)(1)
For a marketing plan for new
audiences
Museum of Photographic Arts1649
El Prado
San Diego,CA 92101
NA
501(c)(3)
509(a)(1)
For unrestricted support
Museum of Photographic Arts1649
El Prado
San Diego,CA 92101
NA
501(c)(3)
509(a)(1)
To support SEPIA
25,000
Museum of the African Diaspora685
Mission Street
San Francisco,CA 94105
NA
501(c)(3)
509(a)(1)
To expand visitorship
25,000
Museum of Ventura County100 East
Main Street
Ventura,CA 93105
NA
501(c)(3)
509(a)(2)
To increase cultural
participation
Music in the MountainsPO Box 1451
Nevada City,CA 95959
NA
501(c)(3)
509(a)(1)
To diversify participation
21,000
Music National Service Initiative
3254 19th St Second Floor
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
For core support
25,000
National Academy Foundation218
West 40th Street 5th Floor
NewYork,NY 10018
NA
501(c)(3)
509(a)(1)
To expand California
Academies
900,000
National Assn of Latino Elected
Officials1122 W Washington Blvd
3rd Floor
1628 16th Street NW 4th Floor
Los Angeles,CA 90015
NA
501(c)(3)
509(a)(1)
To research Latino voter
participation
150,000
National Community Development
Institute900 Alice Street Suite 300
1331 H Street NW Suite 200
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
For technical assistance
18,731
National Steinbeck CenterOne Main
Street
520 8th Ave Suite 302 Third Floor
Salinas,CA 93901
NA
501(c)(3)
509(a)(2)
For unrestricted support
30,000
National Steinbeck CenterOne Main
Street
Salinas,CA 93901
NA
501(c)(3)
509(a)(2)
To increase cultural
participation
Nativity Prep Academy of San Diego
Inc2755 55th Street
San Diego,CA 92105
NA
501(c)(3)
509(a)(1)
For unrestricted support
Natl Committee for Responsive
Philanthropyl331 H Street NW Suite
200
Washington, DC 20005
NA
501(c)(3)
509(a)(2)
For 2011 membership dues
15,000
NCD-North Coast Dance426 F
Street
Eureka,CA 95501
NA
501(c)(3)
509(a)(2)
To create a work based on
Romano Gabriel
12,500
Near&Arnolds School Of Performing
Arts508 W Perkins Street
145 E Church St
Ukiah,CA 95482
NA
501(c)(3)
509(a)(2)
To broaden Latino audiences
25,000
NewAmerica Foundation1899 L
Street NW Suite 400
Washington, DC 20036
NA
501(c)(3)
509(a)(1)
To provide strategic planning
support
110,000
NewConservatory25 Van Ness
Avenue
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For unrestricted support
3,500
40,000
500
50,000
5,000
110,000
101,000
5,000
1,500
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
New Conservatory25 Van Ness
Avenue
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,500
NewConservatory25 Van Ness
Avenue
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
To promote cross-cultural
understanding
New Teacher Center7 25 Front
Street Suite 400
Santa Cruz,CA 95060
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
New Teacher Center725 Front
Street Suite 400
Santa Cruz,CA 95060
NA
501(c)(3)
509(a)(1)
For teacher professional
development
60,000
Next Generation Scholars Inc912
Looters Place
San Rafael,CA 94901
NA
501(c)(3)
509(a)(1)
For unrestricted support
500
Nihonmachi Legal Outreach1121
Mission Street
San Francisco,CA 94103
NA
501(c)(3)
509(a)(2)
For the Asian Anti-Trafficking
Collab
Nonprofit Finance Fund70 West 36th
Street
NewYork,NY 10018
NA
501(c)(3)
509(a)(1)
For technical assistance
North of Panhandle Neighborhood
Associationc/o Leela Gill
San Francisco, CA 94115
NA
501(c)(3)
509(a)(2)
For the sponsor a tree
program
Northern California Grantmakers625
Market Street 3rd Floor
First Floor
San Francisco,CA 94105
NA
501(c)(3)
509(a)(2)
For 2011 membership dues
15,000
Northern California Grantmakers625
Market Street 3rd Floor
San Francisco,CA 94105
NA
501(c)(3)
509(a)(2)
To educate policymakers
about philanthropy
30,000
NTC Foundation2801 Rosecrans St
San Diego,CA 92106
NA
501(c)(3)
509(a)(1)
For support of the Luce
Auditorium
Oakland Community Organizations
Inc7200 Bancroft Avenue
Eleventh Floor
Oakland,CA 94605
NA
501(c)(3)
509(a)(1)
To increase Linked Learning
engagement
Oakland Interfaith Gospel Choir Inc
655 13th Street Suite 301
850 Baker Street
Oakland,CA 94612
NA
501(c)(3)
509(a)(2)
To support a collaborative
composition effort
Oakland Museum of California
Foundation1000 Oak Street
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
To engage wider audiences
238,400
OCCORD13252 Garden Grove Blvd
Suite 204
Garden Grove,CA 92843
NA
501(c)(3)
509(a)(1)
To promote civic engagement
in OC
130,379
Oceanside Museum ofArt704 Pier
View Way
Oceanside, CA 92054
NA
501(c)(3)
509(a)(1)
To build organizational
capacity
ODC351 Shotwell Street
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
For InnerState, a statewide
touring project
150,000
Odyssey Theatre Foundation2055
South Sepulveda
Los Angeles, CA 90025
NA
501(c)(3)
509(a)(1)
To commission 6-10 short
plays
50,000
Ojai Festivals LimitedP 0 Box 185
Ojai,CA 93024
NA
501(c)(3)
509(a)(2)
To support an organizational
shift
75,000
Ojai Festivals LimitedP 0 Box 185
2 Eastmont Mall
Ojai,CA 93024
NA
501(c)(3)
509(a)(2)
For capacity building
Opportunity Fund Northern California
111 W St John Street Suite 800
San Jose, CA 95113
NA
501(c)(3)
509(a)(1)
For unrestricted support
10,000
Orange County Congregation
Community Org310 West Broadway
Anaheim,CA 92805
NA
501(c)(3)
509(a)(1)
For core support
50,000
Orange County Museum ofArt850
San Clemente Drive
Newport Beach,CA 92660
NA
501(c)(3)
509(a)(2)
To build organizational
capacity
56,000
Org en California de Lideres
CampesinasPO Box 51156
Oxnard,CA 93031
NA
501(c)(3)
509(a)(1)
To engage SJ Valley women
farmworkers
Otis College of Art and Design9045
Lincoln Blvd
Los Angeles, CA 90045
NA
501(c)(3)
509(a)(1)
For sponsorship ofa report
Pacific Asia Museum46 North Los
Robles Avenue
Pasadena,CA 91101
NA
501(c)(3)
509(a)(2)
For unrestricted support
Pacific Asia Museum46 North Los
Robles Avenue
Pasadena,CA 91101
NA
501(c)(3)
509(a)(2)
To deepen audience
engagement
Pacific Institute for Community
Organizationsl71 Santa Rosa
Avenue
Oakland,CA 94610
NA
501(c)(3)
509(a)(1)
For the R Holstein
Scholarship
Pacific Institute for Community
Organizationsl71 Santa Rosa
Avenue
Oakland,CA 94610
NA
501(c)(3)
509(a)(1)
For core support
225,000
Pacific News Servicedba New
America Media
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
To expand the capacity of
ethnic media
500,000
55,000
1,000
50,000
1,000
5,000
375,000
12,500
80,000
145,000
100,000
15,000
5,000
100,000
15,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Pacific Symphony3631 S Harbor
Blvd Ste 100
Santa Ana,CA 92704
NA
501(c)(3)
509(a)(2)
To support'aMUSEd'
150,000
Palm Springs Art MuseumPO Box
2310 101 Museum Drive
Palm Springs, CA 92263
NA
501(c)(3)
509(a)(1)
To engage Latino audiences
125,000
Palo Alto Community FundPO Box
50634
Palo Alto, CA 94303
NA
501(c)(3)
509(a)(1)
For unrestricted support
10,000
Pasadena Arts Council65 S Grand
Ave
Pasadena,CA 91105
NA
501(c)(3)
509(a)(2)
To commission three new
works
20,000
Pasadena Education Network3579 E
Foothill Blvd 481
Pasadena,CA 91107
NA
501(c)(3)
509(a)(1)
For unrestricted support
500
Pat TillmanFoundation2121South
Mill Avenue Suite 214
Tempe,AZ 85282
NA
501(c)(3)
509(a)(1)
For support of the Tillman
Military Scholars
500
Peoples Grocery909 7th Street
Oakland, CA 94607
NA
501(c)(3)
509(a)(1)
For unrestricted support
Pepperdine University24255 Pacific
Coast Highway
Malibu,CA 90263
NA
501(c)(3)
509(a)(1)
To encourage inclusive public
decisionmaking
Performing Arts Center of Los
Angeles Countydba The Music
Center
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To support capacity building
30,000
Performing Arts Center of Los
Angeles Countydba The Music
Center
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
For Active Arts at the Music
Center
250,000
Philanthropic Ventures Foundation
1222 Preservation Park Way
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
For Educators for Fair
Consideration
Philanthropy forActive Civic
Engagement1875 K Street NW 5th
Floor
Washington, DC 20006
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
10,000
Philanthropy Roundtable1730 M
Street NW Suite 601
Washington, DC 20036
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
1,000
Placer Community FoundationPO
Box 9207
Auburn,CA 95604
NA
501(c)(3)
509(a)(1)
For executive coaching &
board development
7,500
Planned Parenthood Los Angeles
400 West 30th Street
Los Angeles,CA 90007
NA
501(c)(3)
509(a)(1)
For support ofThe Pomona
Clinic
Planned Parenthood Los Angeles
400 West 30th Street
Los Angeles,CA 90007
NA
501(c)(3)
509(a)(1)
For unrestricted support
Planned Parenthood Shasta Diablo
Inc2185 Pacheco Street
Concord,CA 94520
NA
501(c)(3)
509(a)(2)
For California activities
500
Playwrights ProjectNTC Promenade
at Liberty Station
San Diego,CA 92106
NA
501(c)(3)
509(a)(1)
To create new works of
theater
40,000
Plaza de la Raza Inc3540 N Mission
Road
135 N Grand Avenue
Los Angeles, CA 90031
NA
501(c)(3)
509(a)(1)
To broaden participation
25,000
Plumas County Arts CommissionPO
Box 618
Quincy,CA 95971
NA
501(c)(3)
509(a)(2)
To diversify participation
21,000
Poets & Writers Inc90 Broad Street
Suite 2100
NewYork,NY 10004
NA
501(c)(3)
509(a)(1)
To support public literary
events
133,650
PolicyLinkl438 Webster Street
Suite 303
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
To disseminate the Results
Framework
125,000
PolicyLinkl438 Webster Street
Suite 303
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
To provide technical
assistance
250,000
Prison University ProjectPO Box
492
2590 Truxtun Road Suite 202
San Quentin, CA 94964
NA
501(c)(3)
509(a)(1)
For unrestricted support
Project Bandaloop221 Pine St 4th Fl
San Francisco, CA 94104
NA
501(c)(3)
509(a)(1)
To support IdEgo 2011
PTA California Congress of Parents
Teachers1757 Mountain Boulevard
Oakland,CA 94611
NA
501(c)(3)
509(a)(2)
For the Montclair PTA
Public Agenda Foundation Inc6 East
39th Street 9th Floor
NewYork,NY 10016
NA
501(c)(3)
509(a)(1)
To research CA decision
making
140,000
Public Health Institute555 12th
Street 10th Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(2)
To provide leadership
development in SJ Valley
21,503
Public Interest Projects Inc45 W
36th St 6th Floor
NewYork,NY 10018
NA
501(c)(3)
509(a)(1)
To sponsor a convening
Public Interest Projects Inc45 W
36th St 6th Floor
NewYork,NY 10018
NA
501(c)(3)
509(a)(1)
For the Funders Comm For
Civic Partic
2,500
225,000
1,000
500
1,500
500
25,000
1,250
3,500
10,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Public Interest Projects Inc45 W
36th St 6th Floor
NewYork,NY 10018
NA
501(c)(3)
509(a)(1)
To align statewide education
policies
125,000
Public Policy Institute of California
500 Washington Street Suite 600
San Francisco, CA 94111
NA
Expend Resp
To sponsor a speakers series
Public Policy Institute of California
500 Washington Street Suite 600
San Francisco, CA 94111
NA
Expend Resp
To research student
outcomes
100,000
Public Policy Institute of California
500 Washington Street Suite 600
San Francisco, CA 94111
NA
Expend Resp
For the Statewide Survey
140,000
Public Policy Institute of California
500 Washington Street Suite 600
San Francisco, CA 94111
NA
Expend Resp
For the Californians and their
Govt survey
500,000
Radar Productions Inc673 Oak
Street Apt 2
San Francisco, CA 94117
NA
501(c)(3)
509(a)(1)
For audience development
efforts
15,000
Radio Bilingue Inc5005 East
Belmont
Fresno,CA 93727
NA
501(c)(3)
509(a)(1)
To report from the Central
Valley
100,000
Radio Bilingue Inc5005 East
Belmont
Fresno,CA 93727
NA
501(c)(3)
509(a)(1)
To support Raices Art
Moments on Radio
100,000
Rancho Cielo IncPO Box 6948
Salinas,CA 93912
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
Reading Partners106 Linden Street
202
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
Red Hen Press IncPO Box 40820
Pasadena,CA 91114
NA
501(c)(3)
509(a)(1)
To attract new audiences
23,500
Redlands Community Music
Association IncPO Box 466
Redlands, CA 92373
NA
501(c)(3)
509(a)(1)
To build organizational
capacity
88,000
Redwood City Library Foundation
1044 Middlefield Road
Redwood City,CA 94063
NA
501(c)(3)
509(a)(1)
For support of youth literacy
activities
Regents of the University of
Californial 111 Franklin Street 12th
Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
For publications on
redistricting
13,325
Regents of the University of
Californial 111 Franklin Street 12th
Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
For CASN
38,500
Regents of the University of
Californial 111 Franklin Street 12th
Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
To replicate the Student-Run
Free Clinic
75,000
Regents of the University of
Californial 111 Franklin Street 12th
Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
For research on the LA
nonprofit sector
100,000
Regents of the University of
Californial 111 Franklin Street 12th
Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
To evaluate palliative care
services
125,000
Regents of the University of
Californial 111 Franklin Street 12th
Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
To administer redistricting
tech assist ctrs
150,000
Regents of the University of
Californial 111 Franklin Street 12th
Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
To encourage participation in
redistricting
368,000
Regents of the University of
Californial 111 Franklin Street 12th
Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
For California Partnership
Academies
425,000
Resources Legacy Fund555 Capitol
Mall Suite 675
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
For the development of an
adman system
50,000
Resources Legacy Fund555 Capitol
Mall Suite 675
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
To provide technical
assistance in SJ Valley
Riverside Art Museum3425 Mission
Inn Avenue
Riverside,CA 92501
NA
501(c)(3)
509(a)(2)
For unrestricted support
Riverside Art Museum3425 Mission
Inn Avenue
Riverside,CA 92501
NA
501(c)(3)
509(a)(2)
To build organizational
capacity
Riverside Community College
District Fdn4800 Magnolia Avenue
Riverside,CA 92506
NA
501(c)(3)
509(a)(1)
To support the Riverside
Learning Partnership
120,000
Riverside County Philharmonic
AssociationPO Box 1601
Riverside,CA 92501
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
roadtripnationorg853 West 17th
Street U nit A
Costa Mesa,CA 92627
NA
Expend Resp
For career development
pathways
250,000
Rockefeller Philanthropy Advisors
Inc6 West 48th Street 10th Floor
NewYork,NY 10036
NA
501(c)(3)
509(a)(1)
To develop a Citizen's
Commission
400,000
Rockefeller Philanthropy Advisors
Inc6 West 48th Street 10th Floor
NewYork,NY 10036
NA
501(c)(3)
509(a)(1)
To support the Linked
Learning Alliance
400,000
10,000
1,000
200,000
5,000
69,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Rockwood Leadership Program1648
Martin Luther King Jr Way
Berkeley, CA 94709
NA
501(c)(3)
509(a)(1)
For California programs
Rockwood Leadership Program1648
Martin Luther King Jr Way
Berkeley, CA 94709
NA
501(c)(3)
509(a)(1)
For a year-long leadership
development prog
31,000
Rose Fdn for Communities and the
Environment6008 College Avenue
Suite 10
Oakland,CA 94618
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
56,192
Roseville Arts405 Vernon Street
Suite 100
Roseville,CA 95678
NA
501(c)(3)
509(a)(2)
To diversify participation
23,000
Rubicon Programs Inc2500 Bissell
Avenue
Richmond,CA 94804
NA
501(c)(3)
509(a)(2)
For unrestricted support
Ryman Carroll Foundation315 W
Ninth Street Suite 806
Los Angeles,CA 90015
NA
501(c)(3)
509(a)(1)
To support The Big Draw LA
Sacramento Ballet Association1631
K Street
Sacramento,CA 95814
NA
501(c)(3)
509(a)(2)
For capacity building
105,000
Sacramento Opera AssociationPO
Box 161027
1810 North Main Street
Sacramento,CA 95816
NA
501(c)(3)
509(a)(2)
For capacity building
133,557
Sacramento Philharmonic Orchestra
Association2617 K street
Sacramento,CA 95816
NA
501(c)(3)
509(a)(2)
For capacity building
107,700
Sacramento Public Policy
Foundation1717 I Street
5131 Carnelian Street PO Box
8397
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
To support the For Arts' Sake
initiative
50,000
Sacramento Youth Symphony3443
Ramona Ave 22
Sacramento,CA 95826
NA
501(c)(3)
509(a)(2)
To offer ""Spirit of India""
18,000
Saint Joseph Ballet Company1810
North Main Street
Santa Ana,CA 92706
NA
501(c)(3)
509(a)(1)
To build organizational
capacity
Sam &Alfreda Maloof Fdn for Arts &
Crafts5131 Carnelian Street Post
Office B
11772 Sorrento Valley Road Suite 2
Alta Loma,CA 91701
NA
501(c)(3)
509(a)(1)
To diversify Latino audiences
16,000
San Bernardino County Museum
Association2024 Orange Tree Lane
Redlands, CA 92374
NA
501(c)(3)
509(a)(1)
To support ""ArtsMuse
25,000
San Bernardino Symphony
Association415 W 2nd Street
San Bernardino, CA 92401
NA
501(c)(3)
509(a)(1)
To build organizational
capacity
93,000
San Diego Chamber 0 rchestradba
Orchestra Nova
San Diego,CA 92121
NA
501(c)(3)
509(a)(2)
To build organizational
capacity
74,000
San Diego Dance Theatre2650
Truxtun Road Suite 108
San Diego,CA 92106
NA
501(c)(3)
509(a)(2)
To create site-specific
events
25,000
San Diego Food Bank Corporation
9850 Distribution Avenue
San Diego,CA 92121
NA
501(c)(3)
509(a)(1)
For unrestricted support
San Diego Foundation for Change
3758 30th Street
San Diego,CA 92104
NA
501(c)(3)
509(a)(1)
For redistricting outreach
San Diego Grantmakers506O
Shoreham Place Suite 350
San Diego,CA 92122
NA
501(c)(3)
509(a)(1)
For unrestricted support
San Diego Grantmakers506O
Shoreham Place Suite 350
San Diego,CA 92122
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
10,000
San Diego Grantmakers506O
Shoreham Place Suite 350
San Diego,CA 92122
NA
501(c)(3)
509(a)(1)
To educate policymakers
about philanthropy
26,500
San Diego Organizing Project4305
University Ave Suite 530
San Diego,CA 92105
NA
501(c)(3)
509(a)(1)
To encourage civic
engagement
San Diego Youth Symphony1650 El
Prado 207A
San Diego,CA 92101
NA
501(c)(3)
509(a)(2)
For the 'Community Opus
Project
San
455
833
San
NA
501(c)(3)
509(a)(1)
For social media development
San Francisco Bicycle Coalition Ed
Fund833 Market Street 10th Floor
San Francisco, CA 94103
NA
501(c)(3)
509(a)(1)
For unrestricted support
4,000
San Francisco Day School350
Masonic Avenue
San Francisco, CA 94118
NA
501(c)(3)
509(a)(1)
For support of the
Breakthrough Program
5,000
San Francisco Food Bank900
Pennsylvania Ave
San Francisco, CA 94107
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
San Francisco Food Bank900
Pennsylvania Ave
San Francisco, CA 94107
NA
501(c)(3)
509(a)(1)
For support of services in
Marin County
1,000
San Francisco Food Bank900
Pennsylvania Ave
301 Van Ness Avenue
San Francisco,CA 94107
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
Francisco Ballet Association
Franklin Street
Market Street 10th Floor
Francisco,CA 94102
2,000
2,000
50,000
105,000
500
100,000
5,000
105,000
25,000
410,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
San Francisco Food Bank900
Pennsylvania Ave
301 Van Ness Avenue
San Francisco,CA 94107
NA
501(c)(3)
509(a)(1)
For unrestricted support
3,000
San Francisco Foundation225 Bush
Street Suite 500
San Francisco,CA 94104
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
San Francisco Friends School250
Valencia Street
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
To support the Building
Friends Campaign
5,000
San Francisco Lyric OperaPO Box
590126
201 Van Ness Avenue
San Francisco,CA 94159
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
San Francisco Lyric OperaPO Box
590126
201 Van Ness Avenue
San Francisco,CA 94159
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,500
San Francisco MimeTroupe855
Treat Avenue
201 Van Ness Avenue
San Francisco, CA 94110
NA
501(c)(3)
509(a)(2)
For support of California
projects
1,000
San Francisco Opera Association
War Memorial Opera House
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
San Francisco Opera Association
War Memorial Opera House
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For unrestricted support
10,000
San Francisco Performances Inc500
Sutter Street Suite 710
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For unrestricted support
2,500
San Francisco Study Center Inc
1095 Market Street Suite 602
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
For Brothers on the Rise
500
San Francisco SymphonyDavies
Symphony Hall
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For support of educational
outreach programs
10,000
San Francisco SymphonyDavies
Symphony Hall
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
To encourage amateur music
making
75,000
San Francisco SymphonyDavies
Symphony Hall
1010 Broad Street
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
To support a free outdoor
community concert
150,000
San Joaquin Pioneer and Historical
Society1201 N Pershing Avenue
Stockton,CA 95203
NA
501(c)(3)
509(a)(1)
For capacity building
124,080
San Jose Chamber 0rchestra1034
Bennett Way
San Jose,CA 95125
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
San Jose Taiko Group IncP 0 Box
26895
San Jose,CA 95159
NA
501(c)(3)
509(a)(2)
To sponsor a conference
2,500
San Luis Obispo Art Center Incdba
San Luis Obispo Museum of Art
San Luis O bispo, CA 93401
NA
501(c)(3)
509(a)(2)
For capacity building
96,000
Santa Barbara Comm Youth
Performing Arts CtrPO Box 21046
Santa Barbara,CA 93121
NA
501(c)(3)
509(a)(1)
For ""Viva El Arte de Santa
Barbara'
75,000
Santa Barbara Contemporary Arts
Forum Inc653 Paseo Nuevo
Santa Barbara,CA 93101
NA
501(c)(3)
509(a)(2)
For capacity building
98,000
Santa Barbara Dance Institute1330
State Street Suite 207
Santa Barbara,CA 93101
NA
501(c)(3)
509(a)(1)
To broaden participation
19,000
Santa Barbara Opera Association
1330 State Street Suite 209
Santa Barbara,CA 93101
NA
501(c)(3)
509(a)(2)
For capacity building
87,000
Santa Barbara Symphony Orchestra
Association1330 State Street Suite
102
Santa Barbara,CA 93101
NA
501(c)(3)
509(a)(2)
For capacity building
85,000
Santa Cecilia Opera and Orchestra
Association2759 West Broadway
Los Angeles, CA 90041
NA
501(c)(3)
509(a)(1)
To support an audience
development initiative
100,000
Santa Monica Museum ofArt2525
Michigan Avenue G1
Santa Monica,CA 90404
NA
501(c)(3)
509(a)(1)
To support audience growth
100,000
Santa Monica Symphony
AssociationPO Box 3101
750 Curtner Avenue
Santa Monica,CA 90408
NA
501(c)(3)
509(a)(1)
To diversify audiences
15,000
Search to Involve Pilipino
AmericansTemple Gateway Youth
Community Ce
Los Angeles, CA 90026
NA
501(c)(3)
509(a)(1)
For the PeterJ Corpus
Scholarship Fund
1,000
Second Harvest Food Bank of Santa
Clara750 CurtnerAvenue
San Jose,CA 95125
NA
501(c)(3)
509(a)(1)
For unrestricted support
Self-Help for the Elderly407
Sansome Street
San Francisco, CA 94111
NA
501(c)(3)
509(a)(1)
For Adult Day Services
programs
Self-Help Graphics and Arts Inc
1300 East 1st Street
Los Angeles, CA 90033
NA
501(c)(3)
509(a)(1)
For a new strategic plan
30,000
Seven Tepees Youth Program3177
17th Street
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
113,666
500
1,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Sew Productions Inc777 Jones
Street
San Francisco,CA 94109
NA
501(c)(3)
509(a)(2)
To diversify participation
25,000
Shadowlight Productions22
Chattanooga Street
San Francisco,CA 94114
NA
501(c)(3)
509(a)(1)
In support ofThe Killer Story
Shasta Regional Community
Foundation1335 Arboretum Drive
Suite B
Redding, CA 96003
NA
501(c)(3)
509(a)(1)
For an executive search
30,000
SHIELDS for Families Inc11601 S
Western Ave
Los Angeles,CA 90047
NA
501(c)(3)
509(a)(1)
To train substance abuse
treatment providers
75,000
Shotgun Players Inc1901 Ashby
Avenue
Berkeley, CA 94703
NA
501(c)(3)
509(a)(2)
To create
The Berkeley
Stories Proj
25,000
SIATech Inc2611 Temple Heights
Rd Suite A
Oceanside, CA 92056
NA
501(c)(3)
509(a)(1)
For a study ofSlATech
graduates
25,000
Sierra Repertory Theatre IncPO Box
3030
Sonora,CA 95370
NA
501(c)(3)
509(a)(2)
For capacity building
122,000
Silicon Valley Community
Foundation2440 W EI Camino Real
Suite 300
Mountain View,CA 94040
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
103,334
Silicon Valley Council of Nonprofits
1400 Parkmoor 130
San Jose,CA 95126
NA
501(c)(3)
509(a)(1)
For technical assistance
19,937
Sinfonia Mexicana562 West Fourth
Street
San Bernardino, CA 92401
NA
501(c)(3)
509(a)(2)
To increase attendance
30,000
Small Press Distribution Inc1341
Seventh Street
Berkeley, CA 94710
NA
501(c)(3)
509(a)(1)
To deepen participation
25,000
SoCal Library For Social Studies &
Research6120 S Vermont Ave
Los Angeles,CA 90044
NA
501(c)(3)
509(a)(2)
To develop storytelling
pieces
20,000
Social Policy Research Associates
Inc1330 Broadway Suite 1526
Oakland,CA 94612
NA
Expend Resp
To evaluate the Community
Leadership Project
48,000
Somos MayfairInc370B S King Rd
San Jose, CA 95116
NA
501(c)(3)
509(a)(1)
To produce an original theater
work
38,000
Sonoma Valley Education
FoundationPO Box 493
Sonoma,CA 95476
NA
501(c)(3)
509(a)(1)
To establish Linked Learning
Southeast Asia Resource Action
Center1628 16th Street NW
120 Judge John Aiso Street
Washington, DC 20009
NA
501(c)(3)
509(a)(1)
For technical assistance
50,000
Southern California Grantmakers
1000 N Alameda St Suite 230
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
15,000
Southern California Grantmakers
1000 N Alameda St Suite 230
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To educate policymakers
about philanthropy
40,000
Southern California Grantmakers
1000 N Alameda St Suite 230
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
For core support
50,000
Southern California Institute Of
Architecture960 E 3rd Street
Los Angeles,CA 90013
NA
501(c)(3)
509(a)(1)
To commission ""Spline
Pavilion""
10,000
Southern California Leadership
Network350 S Bixel Street
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
Southern California Leadership
Network350 S Bixel Street
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
To sponsor a program
5,000
Southern California Public Radio474
South Raymond Avenue
Pasadena,CA 91105
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
Southern California Public Radio474
South Raymond Avenue
Pasadena,CA 91105
NA
501(c)(3)
509(a)(1)
For unrestricted support
10,000
Southern California Public Radio474
South Raymond Avenue
Pasadena,CA 91105
NA
501(c)(3)
509(a)(1)
To support broadcast & webbased news
Southwest Chamber Music Society
638 East Colorado Blvd Suite 201
Pasadena,CA 91101
NA
501(c)(3)
509(a)(1)
To commission works by
California composers
50,000
Special Needs Network Inc3530
Wilshire Blvd Suite 1670
Los Angeles,CA 90008
NA
501(c)(3)
509(a)(1)
For unrestricted support
500
SRI International333 Ravenswood
Avenue
Menlo Park, CA 94025
NA
501(c)(3)
509(a)(2)
To evaluate the Linked
Learning Dist Init
225,000
SRI International333 Ravenswood
Avenue
Menlo Park, CA 94025
NA
501(c)(3)
509(a)(2)
To evaluate the Linked
Learning Dist Init
700,000
St Anthony Foundation150 Golden
Gate Avenue
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
To support the Dining Room
2,000
150,000
200,000
500
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
Stagebridge2501 Harrison Street
Building 10
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
To engage older adults in
Oakland
25,000
Stanford U niversityOffice of the
President
Building 10
Stanford, CA 94305
NA
501(c)(3)
509(a)(1)
For East Palo Alto outreach
10,000
Stanford UniversityOffice of the
President
Building 10
Stanford, CA 94305
NA
501(c)(3)
509(a)(1)
For the EAP in the Inland
Empire
50,000
Stanford UniversityOffice of the
President
Building 10
Stanford, CA 94305
NA
501(c)(3)
509(a)(1)
For pension reform debate
outreach
150,000
Stanford UniversityOffice of the
President
Stanford, CA 94305
NA
501(c)(3)
509(a)(1)
To support PACE
600,000
Stanford UniversityOffice of the
President
Stanford, CA 94305
NA
501(c)(3)
509(a)(1)
For the District Leadership
Series
700,000
State Street Ballet2285 Las Positas
Rd
Santa Barbara,CA 93105
NA
501(c)(3)
509(a)(1)
For capacity building
111,000
Stern Grove Festival Association
832 Folsom Street Suite 1000
1715 W Florence Avenue
San Francisco,CA 94107
NA
501(c)(3)
509(a)(1)
For unrestricted support
Stockton Symphony Association Inc
1024 W Robinhood Dr Suite 1
1715 W Florence Avenue
Stockton,CA 95207
NA
501(c)(3)
509(a)(2)
For capacity building
Strategic Concepts in Organizing &
Policy Ed1715 W Florence Avenue
Los Angeles,CA 90047
NA
501(c)(3)
509(a)(1)
To support civic engagement
and public policy
145,000
Strategic Concepts in Organizing &
Policy Ed1715 W Florence Avenue
Los Angeles,CA 90047
NA
501(c)(3)
509(a)(1)
For outreach regarding state
fiscal issues
450,000
Street Poets Inc2116 Arlington Ave
Suite 310
Los Angeles,CA 90018
NA
501(c)(3)
509(a)(1)
To create new spoken word
poetry
Summer Search500 Sansome Street
Suite 350
San Francisco, CA 94111
NA
501(c)(3)
509(a)(1)
For California activities
TCC Group3l West 27th Street4th
Floor
NewYork,NY 10001
NA
Expend Resp
For Arts Regional Initiative
tech assistance
Teach for America Inc315 W 36th St
7th Floor
NewYork,NY 10018
NA
501(c)(3)
509(a)(1)
For support of the Sponsor a
Teacher Campaign
5,000
Team-Up forYouth310 8th St Suite
300
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
Temple Sinai2808 Summit Street
Oakland,CA 94609
NA
501(c)(3)
509(a)(1)
For the People of the Book
Literacy Proj
1,250
The Actors' Gang907O Venice Blvd
CulverCity,CA 90232
NA
501(c)(3)
509(a)(2)
For ""Twelfth Night (in
Daylight)""
The American Academy of Dramatic
Arts120 Madison Avenue
NewYork,NY 10016
NA
501(c)(3)
509(a)(1)
For the Los Angeles campus
1,000
The American Conservatory Theatre
Foundation30 Grant Avenue 6th
Floor
San Francisco,CA 94108
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
The American Conservatory Theatre
Foundation30 Grant Avenue 6th
Floor
San Francisco,CA 94108
NA
501(c)(3)
509(a)(1)
To develop a new program of
study
The Center for Common Concerns
Inc870 Market Street Suite 1228
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
The Center for Effective Philanthropy
675 Massachusetts Avenue 7th
Floor
Cambridge, MA 02139
NA
501(c)(3)
509(a)(1)
Fore core support of CA
operations
The Community Foundation4280
Latham St
Riverside,CA 92501
NA
501(c)(3)
509(a)(1)
To report on economic
indicators
The Community Foundation4280
Latham St
Riverside,CA 92501
NA
501(c)(3)
509(a)(1)
For capacity building
167,000
The Community Foundation4280
Latham St
Riverside,CA 92501
NA
501(c)(3)
509(a)(1)
For STEM opportunities in San
Bernard
175,000
The Foundation Center79 Fifth
Avenue
NewYork,NY 10003
NA
501(c)(3)
509(a)(1)
To sponsor Arts Month
The Foundation Center79 Fifth
Avenue
NewYork,NY 10003
NA
501(c)(3)
509(a)(1)
For 2011 membership dues
15,000
The Foundation Center79 Fifth
Avenue
NewYork,NY 10003
NA
501(c)(3)
509(a)(1)
To provide writing training to
applicants
23,000
The Foundation Center79 Fifth
Avenue
NewYork,NY 10003
NA
501(c)(3)
509(a)(1)
To assist small and emerging
CA fdns
75,000
1,000
84,500
25,000
5,000
800,000
12,500
250,000
52,385
250,000
75,000
5,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
The Greenlining Institute1918
University Ave 2nd Floor
Berkeley, CA 94704
NA
501(c)(3)
509(a)(1)
To explore ballot process
improvements
100,000
The Pew Charitable Trusts2005
Market Street Suite 1700
Philadelphia, PA 19103
NA
501(c)(3)
509(a)(1)
For the CA Cultural Data
Project
666,667
The Rancho Cucamonga Community
FoundationPO Box 807
Rancho Cucamonga, CA 91729
NA
501(c)(3)
509(a)(1)
To commission ""Aesop's
Fables""
The RP Group Inc2600 Tenth Street
Suite 435
Berkeley, CA 94710
NA
501(c)(3)
509(a)(2)
To evaluate the Triple Crown
Initiative
116,666
The RP Group Inc2600 Tenth Street
Suite 435
Berkeley, CA 94710
NA
501(c)(3)
509(a)(2)
To assess transfer pathways
350,000
The San Diego Foundation2508
Historic Decatur Road Suite 2
San Diego,CA 92106
NA
501(c)(3)
509(a)(1)
For the SD Rotary Club
The San Diego Foundation2508
Historic Decatur Road Suite 2
50 Phelan Avenue S-193
San Diego,CA 92106
NA
501(c)(3)
509(a)(1)
To cultivate the next
generation of arts leaders
25,000
The San Diego Foundation2508
Historic Decatur Road Suite 2
San Diego,CA 92106
NA
501(c)(3)
509(a)(1)
In support of the UCSD Black
Alumni Schol
25,000
The San Francisco Zoological
Societyl Zoo Road
San Francisco,CA 94132
NA
501(c)(3)
509(a)(2)
For support of the Botanical
Gardens
10,000
The Shakespeare Center of Los
Angeles Inc1238 W First St
Los Angeles, CA 90026
NA
501(c)(3)
509(a)(2)
To broaden and diversify
audiences
75,000
The Sierra Club Foundation85 2nd
Street Suite 750
214 Van Ness Avenue
San Francisco,CA 94105
NA
501(c)(3)
509(a)(1)
To support wilderness
preservation in CA
The Soldiers Project4605
Lankershim Blvd Suite 221
2000 Bunker Road--Fort Cronkhite
North Hollywood,CA 91602
NA
501(c)(3)
509(a)(1)
For unrestricted support
The Soldiers Project4605
Lankershim Blvd Suite 221
North Hollywood,CA 91602
NA
501(c)(3)
509(a)(1)
For core support
125,000
The Sundance Institute8530
Wilshire Blvd 3rd Floor
Beverly Hills, CA 90211
NA
501(c)(3)
509(a)(1)
For the California Network
initiative
400,000
The Virginia Avenue Project3000
Olympic Boulevard
Santa Monica,CA 90404
NA
501(c)(3)
509(a)(1)
To broaden participation of
low-income youth
Theatre & Arts Foundation of San
Diego Countydba La Jolla Playhouse
201 Mission Street 4th Floor
La Jolla, CA 92039
NA
501(c)(3)
509(a)(2)
To create site-specific events
Theatre Bay Area1663 Mission
Street Suite 525
San Francisco,CA 94103
NA
501(c)(3)
509(a)(2)
To provide core program
support
55,000
Theatre OfYugen Incorporated2840
Mariposa
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
To present Mystical Abyss
17,000
Tides CenterPO Box 29198
San Francisco, CA 94129
NA
501(c)(3)
509(a)(1)
For 2011 EPIP membership
5,000
Tides CenterPO Box 29198
San Francisco,CA 94129
NA
501(c)(3)
509(a)(1)
For the Women's Leadership
Circles project
13,111
Tides CenterPO Box 29198
San Francisco, CA 94129
NA
501(c)(3)
509(a)(1)
To support the LeaderSpring
project
17,670
Townsend Opera Players Inc605 H
Street
Modesto,CA 95354
NA
501(c)(3)
509(a)(1)
To diversify audiences in
Modesto
25,000
TransFormCA436 14th Street Suite
600
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
For civic engagement
Tri-Valley Conservancy1736
Holmes St Building B
Livermore, CA 94550
NA
501(c)(3)
509(a)(1)
For unrestricted support
Tulare County Symphony
AssociationP 0 Box 1201
Visalia,CA 93279
NA
501(c)(3)
509(a)(2)
To diversify audiences
UC Santa Cruz Foundation1156
High Street
Santa Cruz,CA 95064
NA
501(c)(3)
509(a)(1)
In support of the College Ten
Union Station Homeless Services
825 East Orange Grove Blvd
PO Box 12039
Pasadena,CA 91104
NA
501(c)(3)
509(a)(1)
For unrestricted support
10,000
United Playaz Inc1038 Howard
Street
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
United States Artists Inc5757
Wilshire Blvd Suite 580
Los Angeles, CA 90036
NA
501(c)(3)
509(a)(1)
To support California artists
4,000
United States Artists Inc5757
Wilshire Blvd Suite 580
Los Angeles, CA 90036
NA
501(c)(3)
509(a)(1)
For a CA based USA
Fellowship
20,000
5,000
500
1,500
25,000
225,000
275,000
5,000
15,000
1,000
50,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
a Paid during the year
United Way Inc 1150 South Olive
Street T500
Los Angeles,CA 90015
NA
501(c)(3)
509(a)(1)
To encourage Linked Learning
engagement
500,000
United Ways ofCalifornia1107 Fair
Oaks Avenue 12
South Pasadena,CA 91030
NA
501(c)(3)
509(a)(1)
To adopt the Human
Development Index
50,000
UNITE-LA Inc350 S Bixel St
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
To support planning for the
SSTAT
25,000
UNITE-LA Inc350 S Bixel St
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
To build public will for Linked
Learning
400,000
University Enterprises IncGrants
Contracts Administration
Sacramento,CA 95819
NA
501(c)(3)
509(a)(3)
To help ensure viable
pathways
400,000
University of California Berkeley
Foundation2080 Addison Street
4200
Berkeley,CA 94720
NA
501(c)(3)
509(a)(1)
For support of the Mark Twain
Project
1,000
University of San Diego5998 Alcala
Park
San Diego,CA 92110
NA
501(c)(3)
509(a)(1)
For support of the Emergency
Student Aid Fund
3,000
University of San Diego5998 Alcala
Park
San Diego,CA 92110
NA
501(c)(3)
509(a)(1)
For the Monarch School
evaluation
5,000
University of San Diego5998 Alcala
Park
San Diego,CA 92110
NA
501(c)(3)
509(a)(1)
For support of the Global
Center's endowment
University of San Diego5998 Alcala
Park
San Diego,CA 92110
NA
501(c)(3)
509(a)(1)
To support principal
development
University of Southern California
Office of the President
Los Angeles,CA 90089
NA
501(c)(3)
509(a)(2)
For unrestricted support of
KUSC-FM
University of Southern California
Office of the President
6000 J Street
Los Angeles,CA 90089
NA
501(c)(3)
509(a)(2)
For the LA Foundation
Leadership Grp
10,000
University of Southern California
Office of the President
Los Angeles,CA 90089
NA
501(c)(3)
509(a)(2)
For core support
25,000
University of Southern California
Office of the President
Los Angeles,CA 90089
NA
501(c)(3)
509(a)(2)
For the Latino Alumni Assn
30,000
University of Southern California
Office of the President
Los Angeles,CA 90089
NA
501(c)(3)
509(a)(2)
For capacity building
90,000
University of Southern California
Office of the President
Los Angeles,CA 90089
NA
501(c)(3)
509(a)(2)
For research on social equity
97,384
University of Southern California
Office of the President
Los Angeles,CA 90089
NA
501(c)(3)
509(a)(2)
To conduct a leadership
institute
Unusual Suspects Theatre Co617 S
Olive Street Suite 812
University Park
Los Angeles,CA 90014
NA
501(c)(3)
509(a)(1)
For multi-generational theater
workshops
Urban Habitat Program1212
Broadway Suite 500
University Park
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
For the Boards &
Commissions Ldshp Inst
200,000
Venice Japanese Community Center
12448 Braddock Drive
University Park
Los Angeles,CA 90066
NA
501(c)(3)
509(a)(1)
For support of the Capital
Campaign
500
Ventura County Community
Foundation1317 Del Norte Road
Suite 150
University Park
Camarillo,CA 93010
NA
501(c)(3)
509(a)(1)
To support a stakeholder
survey
25,000
Voice of RomaPO Box 514
University Park
Sebastopol, CA 95473
NA
501(c)(3)
509(a)(1)
To expand audiences
16,000
Vox Femina Los Angeles3341
Caroline Avenue
CulverCity,CA 90232
NA
501(c)(3)
509(a)(1)
To broaden and diversify
audiences
10,500
Walter and Elise Haas FundOne
Lombard Street Suite 305
San Francisco, CA 94111
NA
Expend Resp
For the Creative Work Fund
Water Education Foundation717 K
Street Suite 317
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
To produce a documentary
film
Watsonville LawCenter315 Main
Street Suite 207
Watsonville, CA 95076
NA
501(c)(3)
509(a)(1)
For unrestricted support
Watsonville LawCenter315 Main
Street Suite 207
Watsonville, CA 95076
NA
501(c)(3)
509(a)(1)
For core support
Watts Village TheaterPO Box 72715
Los Angeles,CA 90002
NA
501(c)(3)
509(a)(1)
To diversify audiences
16,500
West Contra Costa Public Education
Fund217C West Richmond Avenue
Richmond,CA 94801
NA
501(c)(3)
509(a)(1)
To provide college
scholarships
20,000
WestEd730 Harrison Street
San Francisco,CA 94107
NA
Govt Entity Jt
Power
To support the California
Mayors Ed Rdtbl
10,000
325,000
5,000
200,000
25,000
200,000
50,000
4,000
125,000
200,000
Form 990PF Part XV Line 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
Name and address (home or
business)
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
a Paid during the year
Westridge School for Girls3 24
Madeline Drive
Pasadena,CA 91105
NA
501(c)(3)
509(a)(1)
For unrestricted support
10,000
White Ash Broadcasting Inc3437
West Shaw Avenue 101
Fresno,CA 93711
NA
501(c)(3)
509(a)(1)
For the Gov Reform & Public
Outreach Proj
75,000
Williams Group70 Ionia Avenue SW
Suite 200
Grand Rapids, MI 49503
NA
Expend Resp
For capacity building at
community foundations
40,000
Williams Group70 Ionia Avenue SW
Suite 200
Grand Rapids, MI 49503
NA
Expend Resp
For capacity building at
community foundations
83,000
Williams Group70 Ionia Avenue SW
Suite 200
Grand Rapids, MI 49503
NA
Expend Resp
To share lessons from Comm
Fdns Init
Women Donors Network565
Commercial Street Suite 300
San Francisco, CA 94111
NA
501(c)(3)
509(a)(1)
For activities in California
Women's Foundation ofCalifornia340
Pine Street Suite 302
San Francisco,CA 94104
NA
501(c)(3)
509(a)(1)
For civic engagement
50,000
Women's Foundation ofCalifornia340
Pine Street Suite 302
715 SW Morrison Suite 600
San Francisco,CA 94104
NA
501(c)(3)
509(a)(1)
For a regranting and capacitybuilding prog
83,561
Working Partnerships USA2102
Almaden Road Suite 107
Santa Jose,CA 95125
NA
501(c)(3)
509(a)(1)
For civic engagement
World Affairs Council of Northern
California312 Sutter Street Suite 200
San Francisco,CA 94108
NA
501(c)(3)
509(a)(2)
For sponsorship of an event
6,250
World Wide Opportunities on Organic
Farms430 Forest Ave
Laguna Beach,CA 92651
NA
501(c)(3)
509(a)(2)
For activities in California
3,500
Year Up Inc93 Summer Street 5th
Floor
Boston,MA 02110
NA
501(c)(3)
509(a)(1)
To support capacity building
Yerba Buena Center for the Arts701
Mission Street
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
YMCA of San Diego County151
YMCA Way
San Diego,CA 92102
NA
501(c)(3)
509(a)(1)
For unrestricted support
5,000
Yolo Hospice Inc1909 Galileo Ct
Suite A PO Box
Davis,CA 95617
NA
501(c)(3)
509(a)(1)
For unrestricted support
1,000
Youth Orchestras OfFresno444 West
ShawAvenue
Fresno, CA 93704
NA
501(c)(3)
509(a)(2)
To diversify audiences
Youth Speaks Inc1663 Mission
Street Suite 604
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
To present new work to diverse
audiences
Youth Yoga DharmaPO Box 3452
Daly City,CA 94015
NA
501(c)(3)
509(a)(1)
For unrestricted support
2,500
ZeroDivide425 Bush St Suite 300
San Francisco, CA 94108
NA
501(c)(3)
509(a)(1)
For technical assistance
44,954
TOTAL MATCHING GIFTSVARIOUS
VARIOUS,CA 11111
NA
501(c)(3)
The foundation matches at a
ratio of3 1
Total .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
225,000
1,000
150,000
325,000
10,000
3a
100,000
432,709
64,549,413
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
b Approved for future payment
18th Street Arts Center1639 18th
Street
Santa Monica,CA 90404
NA
501(c)(3)
509(a)(2)
To support California
artists to create new work
175,000
About Productions145 N Raymond
Avenue
Pasadena,CA 91103
NA
501(c)(3)
509(a)(2)
To broaden Latino
audiences
Advancement Project1910 West
Sunset Blvd Suite 500
Los Angeles, CA 90026
NA
501(c)(3)
509(a)(1)
To create a public online
mapping and data tool
100,000
Alliance for California Traditional Arts
1245 Van Ness Avenue
Fresno,CA 93721
NA
501(c)(3)
509(a)(1)
To support folks arts
groups
641,335
Alliance for Excellent Education Inc
1201 Connecticut Avenue NW Suite
Washington, DC 20036
NA
501(c)(3)
509(a)(1)
To inform federal education
policy
250,000
American Friends Service Committee
1501 Cherry Street
Philadelphia, PA 19102
NA
501(c)(3)
509(a)(1)
For the Tamejavi cultural
organizing program
100,000
American Youth Symphony3424
Wilshire Blvd Suite 830
Los Angeles,CA 90010
NA
501(c)(3)
509(a)(2)
To diversify audiences
25,000
Arte Americas The Mexican Arts
Center1630 Van Ness
Fresno,CA 93721
NA
501(c)(3)
509(a)(2)
To diversify audiences
25,000
Arts Council For Monterey CountyPO
Box 7495
Carmel,CA 93921
NA
501(c)(3)
509(a)(1)
To create 'One Voice/One
Planet'
25,000
Arts Council of Kern2000 K Street
Suite 110
Bakersfield, CA 93301
NA
501(c)(3)
509(a)(2)
To support 10 artists-inresidence in Kern
25,000
Arts Council Silicon Valley4 North
Second Street Suite 500
San Jose, CA 95113
NA
501(c)(3)
509(a)(1)
For genARTS Silicon
Valley
8,333
Arts Orange County3730 S Susan St
Ste 100
Santa Ana,CA 92704
NA
501(c)(3)
509(a)(1)
To present a one-day
festival
25,000
Avenue 50 Studio Inc131 North
Avenue 50
Los Angeles, CA 90042
NA
501(c)(3)
509(a)(1)
To broaden audiences
17,250
BayviewHunters Point Center for Arts
and Tech2415 Third Street Suite 230
San Francisco,CA 94107
NA
501(c)(3)
509(a)(1)
To advance college and
career outcomes
75,000
Berkeley Repertory Theatre999
Harrison Street
Berkeley, CA 94710
NA
501(c)(3)
509(a)(1)
To create the Center for
Artistic Innovation
750,000
Beyond Baroque Foundation681
Venice Blvd
Venice,CA 90291
NA
501(c)(3)
509(a)(2)
To reach younger
audiences
12,500
Boxtales Theatre CompanyPO Box
91521
Santa Barbara,CA 93190
NA
501(c)(3)
509(a)(1)
To support new works
creation
20,000
Brava for Women in the Arts2781
24th Street
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
To support the creation ofa
new work
25,000
Burnon Incdba Rubicon Theatre
Company
Ventura,CA 93001
NA
501(c)(3)
509(a)(1)
To increase cultural
participation
209,000
Cabrillo Festival of Contemporary
Music147 S River Street Suite 232
1006 E Main Street
Santa Cruz,CA 95060
NA
501(c)(3)
509(a)(2)
To increase cultural
participation
158,000
California Black Women's Health
Projectl01 N La Brea Ave Suite 610
Inglewood,CA 90301
NA
501(c)(3)
509(a)(1)
in unrestricted support
California Budget Project1107 9th
Street Suite 310
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
For core support
125,000
California Forward1107 9th Street
Suite 650
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
For the Partnership for
Community Excellence
400,000
California Rangeland Trust1225 H
Street
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
To educate policymakers
about rangelands
75,000
California State University Foundation
401 Golden Shore 6th Floor
Long Beach, CA 90802
NA
501(c)(3)
509(a)(1)
To develop a new general
ed transfer curric
250,000
California State University Foundation
401 Golden Shore 6th Floor
Long Beach, CA 90802
NA
501(c)(3)
509(a)(1)
To prepare new teachers for
Linked Learning
300,000
California State University Fresno
Foundation4910 N Chestnut
211 Sutter Street Suite 401
Fresno,CA 93726
NA
501(c)(3)
509(a)(1)
For the CA Partnership for
SJ Valley
200,000
California State University Fresno
Foundation4910 N Chestnut
211 Sutter Street Suite 401
Fresno,CA 93726
NA
501(c)(3)
509(a)(1)
For Linked Learning
pathways
800,000
Californians Dedicated to Education
Foundation5429 Madison Avenue
Sacramento,CA 95841
NA
501(c)(3)
509(a)(1)
To integrate STEM with
Linked Learning
350,000
Center for Advanced Research and
Technology2555 Clovis Avenue
Clovis,CA 93612
NA
501(c)(3)
509(a)(1)
For the CART Model
15,000
450
75,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
b Approved for future payment
Center for Community Action and
Environmental JustPO Box 33124
Riverside,CA 92519
NA
501(c)(3)
509(a)(1)
For civic engagement
300,000
Center for Community Advocacy22 W
Gabilan Street
Salinas,CA 93901
NA
501(c)(3)
509(a)(1)
For civic engagement
375,000
Center for Cultural Innovation244
South San Pedro Street Suite 4
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To support regranting to
California artists
Center for Investigative Reporting Inc
2130 Center Street Suite 103
Berkeley, CA 94704
NA
501(c)(3)
509(a)(2)
To support California
Watch
500,000
Central Coast Alliance United for a
Sustainable Ec2021 Sperry Avenue
Suite 18
Ventura,CA 93003
NA
501(c)(3)
509(a)(1)
For core support
400,000
Chief Probation Officers of California
Foundation1415 L Street Suite 200
Sacramento,CA 95814
NA
501(c)(3)
509(a)(2)
To inform the realignment of
corrections services
250,000
College of the Canyons Foundation
26455 Rockwell Canyon Road
Santa Clarita,CA 91355
NA
501(c)(3)
509(a)(1)
To broaden participation
Community Coalition for Substance
Abuse Prevention8101 S Vermont
Avenue
Los Angeles,CA 90044
NA
501(c)(3)
509(a)(1)
For civic engagement
525,000
Community WaterCenter311 W
Murray Ave
Visalia,CA 93291
NA
501(c)(3)
509(a)(1)
For core support
250,000
ConnectEd the California Center for
College and Ca2150 Shattuck
Avenue Suite 1200
Berkeley, CA 94704
NA
501(c)(3)
509(a)(1)
For the CA Linked Learning
Dist Init
4,425,000
Cultural Council of Santa Cruz County
1101 Pacific Avenue Suite 320
Santa Cruz,CA 95062
NA
501(c)(3)
509(a)(1)
For regranting to small arts
orgs
73,000
Culture Shock Dance Troupe2110
Hancock Street 200
San Diego,CA 92110
NA
501(c)(3)
509(a)(2)
For a new interp of The
Nutcracker
Djerassi Resident Artists Program
2325 Bear Gulch Road
Woodside, CA 94062
NA
501(c)(3)
509(a)(1)
For residencies for diverse
California artists
East Bay Habitat for Humanity Inc
2619 Broadway
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
in unrestricted support
East Bay Performing Arts2201
Broadway Suite 300
Oakland,CA 94612
NA
501(c)(3)
509(a)(2)
For New Visions/New
Vistas II
EmcArts Inc127 W 122nd St
NewYork,NY 10027
NA
501(c)(3)
509(a)(2)
For Arts Innovation Fund
capacity bldg
Environmental Health Coalition2727
Hoover Ave Ste 202
National City,CA 91950
NA
501(c)(3)
509(a)(1)
For civic engagement
300,000
Envision Schools436 14th Street
Suite 920
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
To build capacity for CA
school districts
300,000
First Night Monterey IncPO Box 185
Monterey,CA 93940
NA
501(c)(3)
509(a)(2)
To support a bilingual arts
series
First Place for Youth426 17th Street
Oakland, CA 94612
NA
501(c)(3)
509(a)(1)
To advance college and
career outcomes
125,000
Food Bank for Monterey County815
West Market Street 5
Salinas,CA 93901
NA
501(c)(3)
509(a)(1)
in unrestricted support
1,500
Fresno Regional Foundation5250 N
Palm Avenue Suite 424
Fresno, CA 93704
NA
501(c)(3)
509(a)(1)
For regranting and donor
development
2,700,000
Friends of McGroarty Cultural Arts
Center7570 McGroarty Terrace
Tujunga,CA 91042
NA
501(c)(3)
509(a)(2)
To broaden participation
25,000
Friends of the Levitt Pavilion30 N
Raymond Avenue Suite 100
Pasadena,CA 91103
NA
501(c)(3)
509(a)(2)
To diversify audiences
25,000
FSG Inc2O Park Plaza Suite 320
Boston,MA 02116
NA
501(c)(3)
509(a)(2)
To research donor-advised
funds
75,000
Gateway to College National Network
529 SE Grand Avenue Suite 300
Portland,OR 97381
NA
501(c)(3)
509(a)(1)
For the Gateway to College
program
400,000
Girls Incorporated of the Central
Coast369 Main Street Suite M
Salinas,CA 93901
NA
501(c)(3)
509(a)(1)
in unrestricted support
HarderCompany Community Research
1450 Drew Avenue Suite 200
Davis,CA 95618
NA
Expend Resp
To evaluate the Families
Improving Ed Init
125,000
Headlands Center for the Arts944
Fort Barry
Sausalito,CA 94965
NA
501(c)(3)
509(a)(1)
For residencies for
California artists
175,000
Institute For Evidence-Based Change
2236 Encinitas Blvd Suite G
Encinitas,CA 92024
NA
501(c)(3)
509(a)(1)
For a district data system
1,125,000
25,000
8,750
140,000
750
265,000
92,000
20,000
450
1,000,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
25,000
b Approved for future payment
Inyo Council for the Arts137 S Main
Street
Bishop,CA 93514
NA
501(c)(3)
509(a)(1)
Foradd'I cultural villages at
the Millpond Fest
Jobs for the Future Inc88 Broad
Street
Boston,MA 02110
NA
501(c)(3)
509(a)(1)
For pathways to prosperity
research
150,000
Kala Institute1060 Heinz Street
Berkeley, CA 94710
NA
501(c)(3)
509(a)(2)
To provide residencies for
California artists
175,000
Kern Community Foundation3300
Truxtun Ave Suite 220
Bakersfield, CA 93301
NA
501(c)(3)
509(a)(1)
For capacity building
300,000
Khmer Arts Academy375 Redondo
Ave Suite 156
Long Beach, CA 90814
NA
501(c)(3)
509(a)(2)
To bring dance to
nontraditional venues
100,000
Kuumbwa Jazz Center320-2 Cedar
Street
Santa Cruz,CA 95060
NA
501(c)(3)
509(a)(1)
To increase cultural
participation
190,000
Los Angeles Chamber Orchestra
Society Inc350 S Figueroa St Suite
183
Los Angeles, CA 90071
NA
501(c)(3)
509(a)(2)
To broaden audiences
225,000
Los Angeles Contemporary
Exhibitions6522 Hollywood Blvd
Hollywood,CA 90028
NA
501(c)(3)
509(a)(1)
To commission a
multimedia installation
25,000
Los Angeles Poverty DepartmentPO
Box 26190
Los Angeles, CA 90026
NA
501(c)(3)
509(a)(2)
For Festival for All Skid
Row Artists
13,000
Los Angeles Small Schools Center
350 S Bixel Street Suite 100
Los Angeles,CA 90017
NA
501(c)(3)
509(a)(1)
For Linked Learning
implementation
400,000
Lula Washington Contemporary
Dance Foundation3773 Crenshaw
Blvd
Los Angeles,CA 90016
NA
501(c)(3)
509(a)(2)
To tour to underserved
regions of CA
160,000
Lux Art Institute1550 South El
Camino Real
Encinitas,CA 92024
NA
501(c)(3)
509(a)(1)
To diversify audiences
25,000
Machine ProjectPO Box 26900
Los Angeles, CA 90026
NA
501(c)(3)
509(a)(1)
To develop collaborative
installations
25,000
Malashock Dance & Company2650
Truxton Road Suite 202
San Diego,CA 92106
NA
501(c)(3)
509(a)(1)
To increase capacity
145,000
MapLight1474 University Ave Ste
105
Berkeley, CA 94702
NA
501(c)(3)
509(a)(1)
To produce an online guide
150,000
Media Arts Center San Diego2921 El
Cajon Blvd
San Diego,CA 92104
NA
501(c)(3)
509(a)(1)
To broaden participation
25,000
Merced Center for the Performing
Arts452 W Main St
Merced,CA 95340
NA
501(c)(3)
509(a)(2)
For the Gateway Playwriting
Project
15,000
Montalvo AssociationPO Box 158
Saratoga, CA 95071
NA
501(c)(3)
509(a)(1)
For residencies for
California artists
175,000
Monterey Jazz FestivalP 0 Box Jazz
Monterey,CA 93942
NA
501(c)(3)
509(a)(2)
To increase cultural
participation
188,000
Monterey Museum OfArt559 Pacific
Street
Monterey,CA 93940
NA
501(c)(3)
509(a)(2)
To increase cultural
participation
195,000
Moolelo Performing Arts CompanyPO
Box 710564
San Diego,CA 92171
NA
501(c)(3)
509(a)(1)
To engage African
Americans
Movimiento de Arte y Cultura Latino
Americana510 South First Street
San Jose, CA 95113
NA
501(c)(3)
509(a)(2)
To cultivate new audiences
MuckenthalerCultural Center
Foundation1201 W Malvern Ave
2 Eastmont Mall
Fullerton, CA 92833
NA
501(c)(3)
509(a)(1)
To diversify audiences
Museum of Ventura County100 East
Main Street
Ventura,CA 93105
NA
501(c)(3)
509(a)(2)
To increase cultural
participation
Music in the MountainsPO Box 1451
Nevada City,CA 95959
NA
501(c)(3)
509(a)(1)
To diversify participation
National Steinbeck CenterOne Main
Street
Salinas,CA 93901
NA
501(c)(3)
509(a)(2)
To increase cultural
participation
199,000
NewAmerica Foundation1899 L
Street NW Suite 400
Washington, DC 20036
NA
501(c)(3)
509(a)(1)
To establish the CA Civic
Innovation Project
350,000
NewConservatory25 Van Ness
Avenue
135 N Grand Avenue
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
To promote cross-cultural
understanding
145,000
New TeacherCenter725 Front Street
Suite 400
Santa Cruz,CA 95060
NA
501(c)(3)
509(a)(1)
For Linked Learning prof
development
600,000
Nonprofit Finance Fund70 West 36th
Street
NewYork,NY 10018
NA
501(c)(3)
509(a)(1)
To support California-based
projects of A rtP lace
18,000
120,000
25,000
190,000
21,000
2,000,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
b Approved for future payment
Ojai Festivals LimitedP 0 Box 185
Eleventh Floor
Ojai,CA 93024
NA
501(c)(3)
509(a)(2)
For capacity building
180,000
Old Globe TheatrePO Box 122171
San Diego,CA 92112
NA
501(c)(3)
509(a)(2)
To engage undeserved
communities in theater
500,000
Orange County Communities
Organized forResp13252 Garden
Grove Blvd Suite 204
Garden Grove,CA 92843
NA
501(c)(3)
509(a)(1)
To encourage civic
engagement
200,000
Organizacion en California de Lideres
CampesinasPO Box 51156
Oxnard,CA 93031
NA
501(c)(3)
509(a)(1)
For civic engagement
250,000
Pacific Institute for Community
Organizationsl71 Santa Rosa
Avenue
Oakland,CA 94610
NA
501(c)(3)
509(a)(1)
For civic engagement
1,200,000
Pacific News Servicedba New
America Media
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
To expand ethnic media's
capacity
250,000
Pacific Symphony3631 S Harbor Blvd
Ste 100
275 9th Street 3rd Floor
Santa Ana,CA 92704
NA
501(c)(3)
509(a)(2)
To support'aMUSEd'
700,000
Plaza de la Raza Inc3540 N Mission
Road
Los Angeles, CA 90031
NA
501(c)(3)
509(a)(1)
To broaden participation
25,000
Plumas County Arts CommissionPO
Box 618
Quincy,CA 95971
NA
501(c)(3)
509(a)(2)
To diversify participation
21,000
Poets & Writers Inc90 Broad Street
Suite 2100
NewYork,NY 10004
NA
501(c)(3)
509(a)(1)
To support public literary
events
266,350
Project Open Hand730 Polk Street
San Francisco, CA 94109
NA
501(c)(3)
509(a)(1)
in unrestricted support
150
Public Agenda Foundation Inc6 East
39th Street 9th Floor
NewYork,NY 10016
NA
501(c)(3)
509(a)(1)
To conduct qualitative
research leaders' views
90,000
Public Health Institute555 12th
Street 10th Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(2)
To encourage civic
engagement
Public Policy Institute of California
500 Washington Street Suite 600
201 Van Ness Avenue
San Francisco, CA 94111
NA
501(c)(3)
Other
For the Californians and
Their Govt survey
Reading and Beyond4670 E Butler
Ave
Fresno,CA 93702
NA
501(c)(3)
509(a)(1)
For the Fresno Bridge
Academy model
Regents of the University of California
1111 Franklin Street 12th Floor
Oakland,CA 94607
NA
501(c)(3)
509(a)(1)
To replicate the StudentRun Free Clinic
Resources Legacy Fund555 Capitol
Mall Suite 675
Sacramento,CA 95814
NA
501(c)(3)
509(a)(1)
To provide technical
assistance in SJ Valley
200,000
Riverside Community College District
Foundation4800 Magnolia Avenue
Riverside,CA 92506
NA
501(c)(3)
509(a)(1)
To support the Riverside
Learning Partnership
230,000
Rockefeller Philanthropy Advisors Inc
6 West 48th Street 10th Floor
NewYork,NY 10036
NA
501(c)(3)
509(a)(1)
To support the Linked
Learning Alliance
400,000
Roseville Arts405 Vernon Street
Suite 100
Roseville,CA 95678
NA
501(c)(3)
509(a)(2)
To diversify participation
23,000
San Bernardino County Museum
Association2024 Orange Tree Lane
Redlands, CA 92374
NA
501(c)(3)
509(a)(1)
To support "ArtsMuse
25,000
San Diego Dance Theatre2650
Truxtun Road Suite 108
San Diego,CA 92106
NA
501(c)(3)
509(a)(2)
To create site-specific
events
25,000
San Diego State University
Foundation5250 Campanile Drive
San Diego,CA 92182
NA
501(c)(3)
509(a)(2)
For Linked Learning teacher
training
San Diego Youth Symphony1650 El
Prado 207A
San Diego,CA 92101
NA
501(c)(3)
509(a)(2)
For the 'Community Opus
Project
San Francisco Ballet Association455
Franklin Street
San Francisco,CA 94102
NA
501(c)(3)
509(a)(1)
For social media
development
San Francisco Child Abuse
Prevention Center1757 Waller Street
San Francisco, CA 94117
NA
501(c)(3)
509(a)(1)
in unrestricted support
750
San Francisco Friends School250
Valencia Street
San Francisco,CA 94103
NA
501(c)(3)
509(a)(1)
in support of the Annual
Fund
1,050
San Jose Museum of Art Association
110 South Market Street
Building 10
San Jose, CA 95113
NA
501(c)(3)
509(a)(1)
To commission new work by
California artists
190,000
San Luis Obispo Art Center Incdba
San Luis Obispo Museum of Art
San Luis O bispo, CA 93401
NA
501(c)(3)
509(a)(2)
For capacity building
129,000
Santa Barbara Contemporary Arts
Forum Inc653 Paseo Nuevo
1010 Broad Street
Santa Barbara,CA 93101
NA
501(c)(3)
509(a)(2)
For capacity building
152,000
300,000
2,000,000
150,000
75,000
1,000,000
25,000
490,000
Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or
business)
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
b Approved for future payment
Santa Barbara Opera Association
1330 State Street Suite 209
Santa Barbara,CA 93101
NA
501(c)(3)
509(a)(2)
For capacity building
138,000
Santa Barbara Symphony Orchestra
Association1330 State Street Suite
102
Santa Barbara,CA 93101
NA
501(c)(3)
509(a)(2)
For capacity building
190,000
Santa Monica Symphony Association
PO Box 3101
Santa Monica,CA 90408
NA
501(c)(3)
509(a)(1)
To diversify audiences
15,000
Sew Productions Inc777 Jones Street
San Francisco,CA 94109
NA
501(c)(3)
509(a)(2)
To diversify participation
25,000
Shotgun Players Inc1901 Ashby
Avenue
Berkeley, CA 94703
NA
501(c)(3)
509(a)(2)
To create The Berkeley
Stories Proj
25,000
Skirball Cultural Center2701 North
Sepulveda Boulevard
Los Angeles,CA 90049
NA
501(c)(3)
509(a)(1)
To sustain Latin American
audiences
225,000
South Bay Center for Counseling &
Human Developmendba South Bay
Center for Community
El Segundo, CA 90245
NA
501(c)(3)
509(a)(1)
To advance college and
career outcomes
125,000
Southern California Asian American
Studies Central120 Judge John Aiso
Street
360 N Sepulveda Blvd Suite 2075
Los Angeles,CA 90012
NA
501(c)(3)
509(a)(1)
To support the Armed with a
Camera fellowship
115,000
Southern California Public Radio474
South Raymond Avenue
Pasadena,CA 91105
NA
501(c)(3)
509(a)(1)
To support broadcast &
web-based news
400,000
Stanford UniversityOffice of the
President
Stanford, CA 94305
NA
501(c)(3)
509(a)(1)
For the District Leadership
Series
540,000
State Street Ballet2285 Las Positas
Rd
Building 10
Santa Barbara,CA 93105
NA
501(c)(3)
509(a)(1)
For capacity building
189,000
Strategic Concepts in Organizing and
Policy Edu1715 W Florence Avenue
6000 J Street
Los Angeles,CA 90047
NA
501(c)(3)
509(a)(1)
To support civic
engagement and public
policy
130,000
Taller San Jose801 North Broadway
Santa Ana, CA 92701
NA
501(c)(3)
509(a)(1)
To advance college and
career outcomes
125,000
The Actors' Gang907O Venice Blvd
University Park
CulverCity,CA 90232
NA
501(c)(3)
509(a)(2)
For "Twelfth Night (in
Daylight)"
The Bay Area Video Coalition Inc
2727 Mariposa 2nd Floor
San Francisco, CA 94110
NA
501(c)(3)
509(a)(1)
To advance college and
career outcomes
125,000
The Community Foundation4280
Latham St
Riverside,CA 92501
NA
501(c)(3)
509(a)(1)
For capacity building
333,000
The Exploratorium3601 Lyon Street
San Francisco, CA 94123
NA
501(c)(3)
509(a)(1)
For the Exploratorium's
capital campaign
The Foundation Center79 Fifth
Avenue
NewYork,NY 10003
NA
501(c)(3)
509(a)(1)
To assist small and
emerging CA fdns
75,000
The Rancho Cucamonga Community
FoundationPO Box 807
Rancho Cucamonga,CA 91729
NA
501(c)(3)
509(a)(1)
To commission "Aesop's
Fables"
20,000
The Soldiers Project4605
Lankershim Blvd Suite 221
North Hollywood,CA 91602
NA
501(c)(3)
509(a)(1)
For capacity building
The UCLA Foundation10920 Wilshire
Blvd Suite 900
Los Angeles, CA 90024
NA
501(c)(3)
509(a)(1)
in support ofThe Anderson
Fund
Townsend Opera Players Inc605 H
Street
Modesto,CA 95354
NA
501(c)(3)
509(a)(1)
To diversify audiences in
Modesto
TransFormCA436 14th Street Suite
600
Oakland,CA 94612
NA
501(c)(3)
509(a)(1)
For civic engagement
275,000
Tulare County Symphony Association
P 0 Box 1201
Visalia,CA 93279
NA
501(c)(3)
509(a)(2)
To diversify audiences
15,000
University of Southern California
Office of the President
Los Angeles,CA 90089
NA
501(c)(3)
509(a)(2)
For research on social
equity
252,616
University of Southern California
Office of the President
University Park
Los Angeles, CA 90089
NA
501(c)(3)
509(a)(2)
To support KUSC's
coverage of the SoCal arts
225,000
Williams Group70 Ionia Avenue SW
Suite 200
University Park
Grand Rapids, MI 49503
NA
Expend Resp
To share lessons from
Comm Fdns Init
75,000
Working Partnerships USA2102
Almaden Road Suite 107
Santa Jose,CA 95125
NA
501(c)(3)
509(a)(1)
For civic engagement
150,000
Youth Radio1701 Broadway Ave
Oakland, CA 94612
NA
501(c)(3)
509(a)(1)
To advance college and
career outcomes
125,000
Youth Uprising8711 MacArthur Blvd
Oakland, CA 94605
NA
501(c)(3)
509(a)(1)
To advance college and
career outcomes
125,000
12,500
1,000,000
150,000
300
25,000
Form 990PF Part XV Line 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
Name and address (home or business)
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
b Approved for future payment
ZER01 The Art and Technology
Network1346 The Alameda Ste 7-109
San Jose,CA 95126
Total .
.
.
.
.
.
.
.
.
.
.
NA
.
501(c)(3) 509
(a)(1)
.
.
.
.
.
.
.
.
.
.
.
.
.
.
To commission work of
California artists
.
.
.
.
.
.
.
.lllk^
150,000
3b
40,131,034
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Accounting Fees Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Category
Amount
Net Investment
Income
Adjusted Net
Income
Disbursements for
Charitable
Purposes
DELOITTE &TOUCHE AUDIT
116,500
64,075
52,425
ERNST &YOUNG - TAX
43,300
23,815
19,485
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Compensation Explanation
Name : The James Irvine Foundation
EIN: 94 -1236937
Person
Name
Explanation
JAMES E
CANALES
"CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT
PLANS OF $65,500, DEFERRED COMPENSATION OF $5,725, HEALTH AND LIFE INSURANCE BENEFITS OF $9,193, AND
EMPLOYER PAID PAYROLL TAXES OF $14,933
JOHN R
JENKS
"COMPENSATION!' INCLUDES $120,750 IN INCENTIVE COMPENSATION FOR 2011, PER THE FOUNDATION'S "PLAN FOR
INVESTMENT PROFESSIONALS " "CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED
CONTRIBUTION RETIREMENT PLANS OF $71,000, DEFERRED COMPENSATION NET LOSS OF ($2,316), HEALTH AND LIFE
INSURANCE BENEFITS OF $22,973, AND EMPLOYER PAID PAYROLL TAXES OF $16,489
DANIEL 0
SILVERMAN
"CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT
PLANS OF $47,000, HEALTH AND LIFE INSURANCE BENEFITS OF $23,572, AND EMPLOYER PAID PAYROLL TAXES OF
$9,989
defile GRAPHIC print - DO NOT PROCESS
I As Filed Data - I
DLN: 93491319010352
Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.
TY 2011 Depreciation Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Description of
Property
Date
Acquired
Cost or Other
Basis
Prior Years'
Depreciation
Computation
Method
Rate /
Life (# of
years)
Current Year's Depreciation
Expense
Net Investment
Income
Adjusted Net
Income
Cost of Goods Sold Not
Included
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Employee Compensation Explanation
Name : The James Irvine Foundation
EIN: 94 -1236937
Employee
Explanation
ANNE
DINNEEN
"COMPENSATION" INCLUDES $24,553 IN INCENTIVE COMPENSATION FOR 2011, PER THE
FOUNDATION'S "PLAN FOR INVESTMENT PROFESSIONALS." "CONTRIBUTIONS TO EMPLOYEE
BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS
OF $49,000, DEFERRED COMPENSATION OF $11,000, HEALTH AND LIFE INSURANCE BENEFITS
OF $14,660, AND EMPLOYER PAID PAYROLL TAXES OF $12,648.
MALCOLM
GOEPFERT
"COMPENSATION" INCLUDES $55,250 IN INCENTIVE COMPENSATION FOR 2011, PER THE
FOUNDATION'S "PLAN FOR INVESTMENT PROFESSIONALS." "CONTRIBUTIONS TO EMPLOYEE
BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED CONTRIBUTION RETIREMENT PLANS
OF $49,000, DEFERRED COMPENSATION OF $10,910, HEALTH AND LIFE INSURANCE BENEFITS
OF $13,461, AND EMPLOYER PAID PAYROLL TAXES OF $11,954.
JEFFREY
MALLOY
"CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED
CONTRIBUTION RETIREMENT PLANS OF $49,000, DEFERRED COMPENSATION OF $1,000,
HEALTH AND LIFE INSURANCE BENEFITS OF $32,238, AND EMPLOYER PAID PAYROLL TAXES OF
$10,423.
JOSEPH PON
"CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED
CONTRIBUTION RETIREMENT PLANS OF $49,000, DEFERRED COMPENSATION OF $10,883,
HEALTH AND LIFE INSURANCE BENEFITS OF $10,975, AND EMPLOYER PAID PAYROLL TAXES OF
$11,161.
ANNE
STANTONMALONE
"CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS" INCLUDES CONTRIBUTIONS TO DEFINED
CONTRIBUTION RETIREMENT PLANS OF $44,100, HEALTH AND LIFE INSURANCE BENEFITS OF
$23,131, AND EMPLOYER PAID PAYROLL TAXES OF $9,706.
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 General Explanation Attachment
Name : The James Irvine Foundation
EIN: 94 -1236937
Identifier
Form 990PF,
Part I, Line 19,
Part II, Line 14
Return
Reference
Explanation
Land, Buildings and Equipment Part II, Line 14 FURNITURE & FIXTURES San Francisco Office - 806,083 LA
Office - 135,020 LEASEHOLD IMPROVEMENTS San Francisco Office - 1,520,557 Los Angeles Office 354,123 COMPUTER SF/LA Offices - 576,291 TOTAL - 3,392,074 LESS ACCUMULATED DEPRECIATION (2,272,121) NET P&E- 1,119,953 Depreciation Expense Part I, Line 19 Depreciation expense of $420,134 was
taken on a straight-line basis over the estimated useful lives of the assets
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Investments Corporate
Stock Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
TOTAL 12-31-10 -SEE 2010 990PF
3M CO
3,039,653
3,342,748
ABBOTT LABORATORIES
1,236,124
1,400,127
373,374
416,064
1,016,959
2,468,819
AECOM TECHNOLOGY CORP
182,918
131,648
AEGON N.V. NY REG SHR
515,334
286,915
AFFYMETRIX INC
341,762
49,489
AIA GROUP LTD
860,473
967,302
AIR LIQUIDE SA
53,703
150,521
AJINOMOTO CO INC
275,263
288,225
AKBANK T.A.S.
391,483
482,668
ALEXANDER + BALDWIN INC
174,552
363,298
ALLIANZ SE REG
158,240
86,064
ALPHA NATURAL RESOURCES INC
178,476
136,881
ALTERA CORP
633,980
1,012,830
ALUMINA LTD
89,533
43,988
AMERICA MOVIL ADR SERIES L
548,648
852,020
AMERICAN REPROGRAPHICS CO
291,050
149,634
AMERISAFE INC
165,302
161,006
5,357,152
6,613,630
ANDRITZ AG
149,522
300,060
ANGLO AMERICAN PLC
300,321
258,804
ANN INC
465,356
574,896
AOL INC
161,446
94,526
APPLIED MATERIALS INC
413,932
237,762
ARES CAPITAL CORP
134,203
132,484
ARM HOLDINGS PLC
9,075
34,961
ASCENA RETAIL GROUP INC
325,573
852,964
ASML HOLDING N V
416,505
774,034
ABOVENET INC
ADOBE SYSTEMS INC
AMGEN INC
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
ASML HOLDING NV
395,384
542,018
ASSA ABLOY AB B
446,012
626,922
65,127
53,557
874,197
564,921
AUTOMATIC DATA PROCESSING
2,969,184
4,180,374
BABCOCK + WILCOX CO/THE
1,189,702
714,544
443,435
500,992
BANCO BRADESCO ADR
88,523
68,388
BANCO DO BRASIL S.A.
2,181,966
2,072,614
BANCO SANTANDER SA
123,690
88,851
BANK MANDIRI TBK PT
207,464
449,368
BANK OF AMERICA CORP
683,462
392,536
BANK OF CHINA LTD H
243,717
224,164
BANK OF INDIA
576,640
378,101
BANK OF NEW YORK MELLON CORP
876,144
674,949
BANPU PUBLIC CO LTD FOR REG
411,759
662,815
BARCLAYS PLC
819,075
521,754
BARRICK GOLD CORP
421,494
592,775
BAYER AG REG
463,502
610,697
BAYERISCHE MOTOREN WERKE AG
208,342
181,083
BB+T CORP
335,154
410,271
BED BATH + BEYOND INC
407,433
643,467
1,782,903
2,082,990
558,962
823,599
1,381,360
678,275
BHP BILLITON PLC
234,755
297,618
BIDVEST GROUP LTD
977,704
856,602
86,036
83,812
1,833,430
5,700,590
236,307
797,616
ASUSTEK COMPUTER GDR REG S
ATLAS AIR WORLDWIDE HOLDINGS
BAKER HUGHES INC
BERKSHIRE HATHAWAY INC CL B
BG GROUP PLC
BHARAT HEAVY ELECTRICALS
BILFINGER BERGER SE
BIOGEN IDEC INC
BIOMARIN PHARMACEUTICAL INC
Name of Stock
BMC SOFTWARE INC
End of Year Book
Value
End of Year Fair
Market Value
179,537
268,796
1,143,699
795,778
929,358
1,041,570
2,353,174
930,885
67,103
257,379
BOWLEVEN PLC
303,523
61,663
BRENNTAG AG
165,704
180,733
BRITISH AMERICAN TOBACCO BHD
330,278
431,485
BROOKDALE SENIOR LIVING INC
117,078
127,817
BUCKEYE TECHNOLOGIES INC
254,382
274,208
C.H. ROBINSON WORLDWIDE INC
401,094
411,702
CABOT CORP
478,173
617,088
CABOT MICROELECTRONICS CORP
427,691
656,775
CABOT OIL + GAS CORP
482,869
607,200
CADENCE DESIGN SYS INC
207,061
199,680
CAE INC
383,198
297,210
CAIRN ENERGY PLC
719,124
420,137
93,390
36,618
CAMECO CORP
460,669
333,925
CAMECO CORP
388,342
339,905
CANON INC
344,716
327,970
1,397,153
1,171,433
CAPLEASE INC
435,070
169,276
CARMAX INC
666,779
1,679,448
CARNIVAL CORP
654,944
597,312
CARNIVAL PLC
112,437
122,249
88,101
1,304,640
CCR SA
375,277
560,800
CELANESE CORP SERIES A
237,455
230,204
CEMEX SAB SPONS ADR PART CER
122,601
69,978
BNP PARIBAS
BOEING CO/THE
BOSTON SCIENTIFIC CORP
BOUYGUES SA
CAMBREX CORP
CAPITAL ONE FINANCIAL CORP
CATERPILLAR INC
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
CEMIG SA SPONS ADR
704,549
891,813
CENOVUS ENERGY INC
277,166
332,000
CENOVUS ENERGY INC
464,253
544,868
CENTERRA GOLD INC
212,189
387,135
CFAO
474,758
398,677
68,866
70,301
CHEVRON CORP
277,421
553,386
CHINA CONSTRUCTION BANK H
682,141
577,242
CHUBB CORP
387,002
982,924
1,226,700
701,026
528,429
645,457
2,446,386
2,948,979
CISCO SYSTEMS INC
155,601
99,440
CLEAN HARBORS INC
483,849
1,351,076
48,893
86,719
1,677,945
2,861,773
173,862
350,742
1,028,865
1,317,091
COMMERCIAL INTERNATIONAL BAN
721,462
497,437
COMPAGNIE DE SAINT GOBAIN
177,446
127,082
COMPANHIA DE BEBIDAS PRF ADR
516,698
689,319
COMPUTER SCIENCES CORP
396,764
215,670
85,965
136,448
1,175,057
1,267,938
COPART INC
622,446
994,915
CORN PRODUCTS INTL INC
453,972
962,397
CORNING INC
348,556
381,612
CORRECTIONS CORP OF AMERICA
157,260
152,266
79,215
224,964
529,193
520,220
CHEUNG KONG INFRASTRUCTURE
CIA SIDERURGICA NACL SP ADR
CIE FINANCIERE RICHEMON BR A
CIELO SA
COCA COLA AMATIL LTD
COCA COLA CO/THE
COGNEX CORP
COMCAST CORP CLASS A
COMPUWARE CORP
CONOCOPHILLIPS
COSTCO WHOLESALE CORP
COVANTA HOLDING CORP
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
CP ALL PCL FOREIGN
477,376
497,161
CREDIT SUISSE GROUP SPON ADR
100,911
58,700
CREE INC
668,931
590,672
CRH PLC
112,093
127,232
CSL LTD
101,889
120,629
CURTISS WRIGHTCORP
526,052
639,473
DAIMLER AG REGISTERED SHARES
240,572
215,367
DANONE
753,766
962,917
DBS GROUP HOLDINGS LTD
519,392
483,056
DENSO CORP
416,549
392,373
DESARROLLADORA HOMEX ADR
518,706
168,700
53,434
83,056
DEUTSCHE BANK AG REGISTERED
218,031
160,486
DEUTSCHE BOERSE AG NEW
424,332
312,110
DIAGEO PLC
111,149
153,009
DIRECTV CLASS A
480,626
1,760,173
DISH NETWORK CORP A
150,939
207,904
DIXONS RETAIL PLC
107,634
48,622
DOMTAR CORP
145,145
144,488
DOW CHEMICAL CO/THE
776,168
534,936
DREAMWORKS ANIMATION SKG A
154,030
89,613
DREW INDUSTRIES INC
211,833
201,146
DSW INC CLASS A
116,302
114,946
EADS NV
197,507
229,045
EASTERN CO
375,906
274,647
EBAY INC
678,440
688,491
ELECTRONIC ARTS INC
1,005,630
1,211,280
ELI LILLY + CO
5,468,146
4,230,808
EMC CORP/MASS
410,165
691,434
ENCANA CORP
728,833
452,132
DESCARTES SYSTEMS GRP/THE
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
ENCANA CORP
436,712
252,300
ENTEGRIS INC
354,350
675,167
EOG RESOURCES INC
472,855
492,550
41,490
50,700
ERICSSON (LM) TEL SP ADR
315,476
628,769
ESTERLINE TECHNOLOGIES CORP
345,851
677,237
74,958
70,889
FANUC CORP
286,376
413,387
FAST RETAILING CO LTD
208,070
218,352
1,304,869
3,407,208
67,390
64,039
715,571
1,077,078
69,003
64,610
FLEXTRONICS INTL LTD
844,408
679,200
FOREST OIL CORP
134,519
113,820
FORESTAR GROUP INC
118,644
115,745
FTI CONSULTING INC
392,307
772,044
FUGRO NV CVA
712,495
620,512
FUSION 10 INC
2,827
71,632
252,974
225,401
GAZPROM OAO SPON ADR
1,415,401
1,324,134
GAZPROM OAO SPON ADR
59,469
54,142
GDF SUEZ
559,542
407,087
GEMALTO
132,761
140,548
3,092,666
2,070,396
35,000,000
36,161,713
GENWORTH FINANCIAL INC CL A
244,058
101,525
GKN PLC
326,818
419,491
GLAXOSMITHKLINE PLC
241,333
272,136
1,590,899
1,569,672
EQUINIX INC
EW SCRIPPS CO/THE A
FEDEX CORP
FIRST CASH FINL SVCS INC
FIRST QUANTUM MINERALS LTD
FIRSTGROUP PLC
GARDNER DENVER INC
GENERAL ELECTRIC CO
GENERATION INV MAN GLOBAL EQUT
GLAXOSMITHKLINE PLC SPON ADR
Name of Stock
GLENCORE INTERNATIONAL PLC
GOLDMAN SACHS GROUP INC
GOODWELL TECHNOLOGIES, INC.
GOOGLE INC CL A
End of Year Book
Value
End of Year Fair
Market Value
387,623
288,764
2,014,324
1,727,213
117,400
1,957,442
2,790,288
366,301
554,959
69,171
741,694
GRUPO MEXICO SAB DE CV SER B
711,656
1,003,068
GRUPO TELEVISA SA SPON ADR
553,085
617,058
HAEMONETICS CORP/MASS
201,057
544,858
HAMAMATSU PHOTONICS KK
90,636
87,503
HAYNES INTERNATIONAL INC
167,711
154,245
84,188
91,980
HEICO CORP CLASS A
259,979
675,836
HEIDELBERGCEMENT AG
492,184
444,265
HENNES + MAURITZ AB B SHS
857,558
931,970
HESS CORP
288,445
891,760
1,273,378
1,679,552
HITACHI LTD
540,474
519,834
HITE JINRO CO LTD
627,428
216,155
HOLCIM LTD REG
317,867
368,479
HOME DEPOT INC
387,935
592,764
HON HAI PRECISION GDR REG S
416,451
559,455
1,054,716
1,130,480
HONG KONG + CHINA GAS
458,235
505,240
HOWARD HUGHES CORP/THE
118,489
113,738
HSBC HOLDINGS PLC
887,137
818,522
HSBC HOLDINGS PLC
44,783
66,850
HSBC HOLDINGS PLC SPONS ADR
441,652
208,369
HSN INC
285,137
284,822
HTC CORP
565,271
659,088
GRACO INC
GREEN DOT CORP CLASS A
HDFC BANK LTD ADR
HEWLETT PACKARD CO
HONEYWELL INTERNATIONAL INC
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
HUABAO INTERNATIONAL HOLDING
944,511
489,183
HYPERMARCAS SA
258,394
72,001
HYUNDAI MOBIS
367,701
683,615
ICICI BANK LTD SPON ADR
109,393
79,290
IDEX CORP
463,859
645,714
60,436
378,848
IMPERIAL TOBACCO GROUP PLC
900,480
1,120,928
IND + COMM BK OF CHINA H
181,172
157,710
INFINITY PROPERTY + CASUALTY
199,880
198,590
INFOSYS LTD SP ADR
246,343
354,522
INMET MINING CORPORATION
509,513
591,800
INTACT FINANCIAL CORP
181,269
287,405
49,017
1,139,750
2,262,910
4,725,716
INTREPID POTASH INC
433,920
402,814
INTUIT INC
664,309
1,241,124
JARDEN CORP
160,204
151,641
JARDINE MATHESON HLDGS LTD
194,853
301,120
JC DECAUX SA
154,241
138,603
JETBLUE AIRWAYS CORP
504,064
270,400
JINDAL STEEL + POWER LTD
617,302
571,205
4,596,190
5,102,780
KAMAN CORP
364,147
377,016
KAR AUCTION SERVICES INC
493,789
549,450
KASIKORNBANK PCL FOREIGN
161,151
364,227
KAYDON CORP
252,481
223,504
1,016,193
716,547
KELLOGG CO
219,167
217,451
KENNAMETAL INC
372,703
507,811
KEYENCE CORP
689,549
796,049
ILUKA RESOURCES LTD
INTEL CORP
INTL BUSINESS MACHINES CORP
JOHNSON + JOHNSON
KB FINANCIAL GROUP INC
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
KIMBERLY CLARK DE MEXICO A
309,191
394,761
KIRBY CORP
205,143
1,185,120
KOC HOLDING AS
469,302
536,199
KONINKLIJKE DSM NV
273,028
224,084
KONINKLIJKE KPN NV
294,751
527,041
KOREA LIFE INSURANCE
987,149
907,573
1,144,904
1,452,057
KUEHNE + NAGEL INTL AG REG
185,001
148,587
KUMBA IRON ORE LTD
143,352
474,335
KURITA WATER INDUSTRIES LTD
368,842
428,906
L OREAL
74,220
112,303
LEGG MASON INC
31,273
9,620
LG CHEM LTD
360,920
472,667
LI + FUNG LTD
108,344
103,685
LIBERTY GLOBAL INCA
14,852
16,412
LIBERTY GLOBAL INC SERIES C
14,040
15,808
LIBERTY INTERACTIVE CORP
294,611
295,924
LIFE TECHNOLOGIES CORP
790,381
999,987
1,386,399
1,480,845
LINDE AG
98,574
148,327
LINK REIT
91,778
180,439
139,730
146,678
3,085,361
3,504,978
LUKOIL OAO SPON ADR
514,173
481,845
LUMINEX CORP
177,567
222,915
80,701
151,990
LVMH MOET HENNESSY LOUIS VUI
116,647
178,090
MAGNIT OJSC SPON GDR 144A
247,415
329,107
MANTECH INTERNATIONAL CORP A
179,355
166,353
1,672,020
2,131,188
KT+G CORP
LIMITED BRANDS INC
LIQUIDITY SERVICES INC
LOWE S COS INC
LUNDIN PETROLEUM AB
MARSH + MCLENNAN COS
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
MASSMART HOLDINGS LTD
285,792
288,368
MATTEL INC
493,489
777,280
MAXIM INTEGRATED PRODUCTS
248,582
492,156
1,002,115
507,591
MCGRAW HILL COMPANIES INC
195,504
242,838
MEDIATEK INC
667,201
477,310
MEDIDATA SOLUTIONS INC
195,124
210,975
2,880,239
3,086,775
MERCK + CO. INC.
915,852
1,327,040
METTLER TOLEDO INTERNATIONAL
144,604
132,939
13,780
11,859
654,651
374,884
5,498,655
5,433,428
MID AMERICA APARTMENT COMM
337,406
387,810
MITSUBISHI CORP
303,376
236,463
96,400
82,876
1,345,493
1,008,516
MOBINIL EGYPTIAN MOBILE SERV
386,917
128,370
MOLEX INC CL A
279,837
209,668
MONSANTO CO
119,573
1,370,990
MOTOROLA MOBILITY HOLDINGS I
223,266
253,170
MOTOROLA SOLUTIONS INC
305,340
345,185
MSC INDUSTRIAL DIRECT CO A
227,137
232,538
MTS SYSTEMS CORP
160,663
160,963
67,130
65,826
MURATA MANUFACTURING CO LTD
932,264
981,811
MURRAY + ROBERTS HOLDINGS
706,574
401,983
MYER HOLDINGS LTD
66,571
61,806
NATIONAL GRID PLC
78,596
100,045
134,968
1,224,364
MCDERMOTT INTL INC
MEDTRONIC INC
MICHELIN (CGDE)
MICRON TECHNOLOGY INC
MICROSOFT CORP
MITSUBISHI UFJ FINANCIAL GRO
MOBILE TELESYSTEMS SP ADR
MUENCHENER RUECKVER AG REG
NATIONAL OILWELL VARCO INC
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
NATURA COSMETICOS SA
667,332
865,069
NEDBANK GROUP LTD
381,714
601,937
NESTLE SA REG
392,086
551,550
NETAPP INC
165,019
159,588
NETEASE INC ADR
322,681
390,195
NEUSTAR INC CLASS A
563,359
723,857
NEWCREST MINING LTD
225,106
244,012
NEWS CORP CL A
820,615
949,088
NHN CORP
591,922
813,412
58,187
424,755
NOKIA CORP SPON ADR
419,069
208,224
NORFOLK SOUTHERN CORP
108,990
582,880
NOVARTIS AG ADR
3,104,746
4,104,806
NOVARTIS AG REG
517,444
736,789
53,517
447,620
NUANCE COMMUNICATIONS INC
202,378
309,468
NVIDIA CORP
444,602
754,677
65,829
68,600
OCCIDENTAL PETROLEUM CORP
279,294
908,890
OCEANEERING INTL INC
667,737
941,052
OIL + GAS DEVELOPMENT CO LTD
348,662
392,890
OIL SEARCH LTD
372,931
440,221
OLAM INTERNATIONAL LTD
418,341
310,638
84,661
94,497
ORACLE CORP
591,407
1,213,245
ORACLE CORP JAPAN
396,119
304,554
ORASCOM CONSTRUCTION INDS
567,531
657,924
ORIFLAME COSMETICS SA SDR
503,301
379,284
ORTHOFIX INTERNATIONAL NV
459,562
475,605
1,059,280
676,442
NOBLE ENERGY INC
NOVO NORDISK A/S B
NVR INC
ONEX CORPORATION
OTP BANK PLC
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
PACCAR INC
392,910
314,748
PAKISTAN PETROLEUM LTD
294,171
435,500
PANASONIC CORP SPON ADR
211,035
127,528
78,404
265,734
PEPSICO INC
2,019,994
2,660,635
PERNOD RICARD SA
1,309,006
1,359,195
PERUSAHAAN GAS NEGARA PT
547,750
412,479
PETROLEO BRASILEIRO SPON ADR
497,968
371,142
PETROLEUM DEVELOPMENT CORP
135,565
140,440
PFIZER INC
874,789
1,064,688
PHILIPPINE LONG DIST SP ADR
1,332,624
1,452,024
PHILIPS ELECTRONICS NY SHR
171,501
171,790
PITNEY BOWES INC
76,211
33,372
POOL CORP
80,179
79,013
POTASH CORP OF SASKATCHEWAN
120,770
1,770,912
POWER INTEGRATIONS INC
611,670
540,508
POWSZECHNY ZAKLAD UBEZPIECZE
105,554
71,267
97,557
224,490
PREMIER FARNELL PLC
202,715
121,406
PREMIER OIL PLC
150,169
110,571
PRETORIA PORTLAND CEMENT CO
639,032
485,020
3,775,597
4,402,860
PROGRESSIVE CORP
196,476
175,590
PROGRESSIVE WASTE SOLUTIONS
362,180
287,973
1,085,316
1,083,584
89,581
85,986
787,818
913,641
9,815
205,351
489,227
1,925,440
71,571
344,532
PATTERSON UTI ENERGY INC
PRAXAIR INC
PROCTER + GAMBLE CO/THE
PRUDENTIAL PLC
PTT EXPLORATION + PROD FOR
PUNJAB NATIONAL BANK
QIHOO 360 TECHNOLOGIES CO LT
QUALCOMM INC
QUINSTREET INC
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
RAMBUS INC
563,830
238,580
RANGE RESOURCES CORP
693,680
867,160
RBC BEARINGS INC
330,686
692,220
2,494,144
2,843,617
RELIANCE INDS SPONS GDR 144A
150,753
85,120
REPSOL YPF SA
174,566
220,149
1,246,771
597,400
RIO TINTO PLC
412,251
490,513
RITCHIE BROS AUCTIONEERS
652,054
759,552
1,189,377
1,189,871
ROCKWELL AUTOMATION INC
210,790
293,480
ROTORK PLC
112,790
113,978
ROYAL DUTCH SHELL PLC A SHS
144,660
244,143
RUSH ENTERPRISES INC CL A
160,535
175,205
SAMPO OYJ A SHS
644,829
649,512
SAMSONITE INTERNATIONAL SA
127,535
107,269
85,161
62,070
462,594
778,583
1,343,074
1,866,194
SAN DISK CORP
120,960
359,233
SANDRIDGE ENERGY INC
165,303
201,927
SANLAM LTD
324,600
496,912
SANOFI ADR
1,153,415
1,085,092
282,604
321,252
SBERBANK
1,413,196
976,826
SCHLUMBERGER LTD
3,882,121
4,996,877
SCHNEIDER ELECTRIC SA
1,130,333
796,567
SCHWAB (CHARLES) CORP
2,597,328
1,841,010
SEADRILL LTD
314,761
496,653
SEMEN GRESIK (PERSERO) PT
477,384
775,203
REDECARD SA
RESEARCH IN MOTION
ROCHE HOLDING AG GENUSSCHEIN
SAMSUNG C+T CORP
SAMSUNG ELECTR GDR REG S
SAMSUNG ELECTRONICS CO LTD
SAP AG
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
SEMTECH CORP
432,172
613,054
SES
387,261
606,670
1,724,160
1,495,352
151,451
386,929
62,860
187,020
SHOPRITE HOLDINGS LTD
686,536
1,222,618
SIAM CEMENT PUB CO FOR REG
546,790
491,867
72,911
116,814
59,370,668
63,366,674
SIMPSON MANUFACTURING CO INC
730,936
925,650
SJM HOLDINGS LTD
214,210
153,467
SK HYNIX INC
317,033
263,705
SMC CORP
125,273
193,709
SOCIETE GENERALE
562,132
234,268
SOFTBANK CORP
671,178
1,163,848
SONOVA HOLDING AG REG
107,859
98,134
1,459,323
671,088
SOUTHWEST AIRLINES CO
952,970
909,817
SOUTHWESTERN ENERGY CO
274,867
210,804
SOUZA CRUZ SA
152,228
863,155
SPIRAX SARCO ENGINEERING PLC
238,056
247,421
1,659,410
286,416
STANCORP FINANCIAL GROUP
97,785
102,900
STANDARD BANK GROUP LTD
507,884
520,696
STANDARD CHARTERED PLC
564,516
504,185
START TODAY CO LTD
126,146
138,106
STEWART ENTERPRISES INC CL A
159,123
144,000
STRATTEC SECURITY CORP
160,175
109,725
1,071,616
1,133,388
229,317
142,436
SHINHAN FINANCIAL GROUP LTD
SHIRE PLC
SHIRE PLC ADR
SIEMENS AG REG
SILCHESTER INTL VALUE EQUITY
SONY CORP SPONSORED ADR
SPRINT NEXTEL CORP
STRYKER CORP
SUMITOMO CHEMICAL CO LTD
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
SUMITOMO CORP
137,421
238,357
SUMITOMO MITSUI FINANCIAL GR
314,555
300,951
SUNTRUST BANKS INC
223,710
210,630
SUZUKI MOTOR CORP
79,504
140,702
368,445
347,727
75,931
72,924
SWATCH GROUP AG/THE REG
144,669
128,869
SWIRE PACIFIC LTD A
128,779
114,674
SWISSCOM AG REG
223,927
310,951
1,154,449
1,297,385
SYNGENTA AG REG
493,980
542,589
SYNOPSYS INC
274,621
329,120
SYSMEX CORP
493,123
554,146
1,207,058
1,403,433
TAMBANG BATUBARA BUKIT ASAM
305,221
449,655
TDC A/S
210,184
189,056
TDK CORP
140,515
110,801
TE CONNECTIVITY LTD
403,162
377,423
TELE NORTE LESTE PART ADR
377,479
197,808
TELEDYNE TECHNOLOGIES INC
347,727
532,045
1,524,417
1,291,080
95,271
75,263
TELSTRA CORP LTD
466,554
577,922
TELUS CORPORATION NON VOTE
196,310
284,402
TESCO CORP
113,795
105,544
TESCO PLC
374,963
374,320
64,790
252,756
840,668
2,881,890
47,924
54,270
517,810
556,829
SVENSKA HANDELSBANKEN A SHS
SWATCH GROUP AG/THE BR
SYMANTEC CORP
TAIWAN SEMICONDUCTOR SP ADR
TELEKOMUNIK INDONESIA SP ADR
TELEKOMUNIKACJA POLSKA SA
TESLA MOTORS INC
TEXAS INSTRUMENTS INC
THERMON GROUP HOLDINGS INC
THOR INDUSTRIES INC
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
TIGER BRANDS LTD
451,299
775,909
TIME WARNER CABLE
450,984
556,619
1,023,719
1,075,743
99,124
127,623
TJX COMPANIES INC
160,322
490,580
TNK BP HOLDING CLS
354,043
448,286
TOTAL SA
145,427
159,266
TRANSOCEAN LTD
251,343
162,208
TREND MICRO INC
460,477
403,737
TRIMBLE NAVIGATION LTD
321,200
2,291,520
TRUWORTHS INTERNATIONAL LTD
400,092
734,109
TULLOW OIL PLC
541,671
531,291
TURKCELL ILETISIM HIZMET AS
1,420,652
1,091,738
TURKIYE IS BANKASI C
1,001,735
883,098
TYCO INTERNATIONAL LTD
257,078
291,938
UBS AG REG
387,973
325,847
UGI CORP
117,875
629,160
UNIFIRST CORP/MA
175,832
173,057
UNILEVER PLC SPONSORED ADR
252,278
261,456
UNION PACIFIC CORP
185,267
1,059,400
1,291,750
1,251,549
UNITED STATIONERS INC
184,779
332,112
UNITED TRACTORS TBK PT
206,161
588,863
TIME WARNER INC
TINGYI (CAYMAN ISLN) HLDG CO
UNITED PARCEL SERVICE CL B
UNREALIZED GAIN-LOSS ADJ - FX
URALKALI SPON GDR REG S
142,755
273,493
566,064
1,929,753
1,507,935
62,432
49,488
VISA INC CLASS A SHARES
893,260
1,066,065
VODAFONE GROUP PLC SP ADR
484,642
627,872
VULCAN MATERIALS CO
647,109
644,750
VALE SA SP ADR
VIENNA INSURANCE GROUP AG
Name of Stock
End of Year Book
Value
End of Year Fair
Market Value
WAL MART STORES INC
2,905,274
3,406,320
WALT DISNEY CO/THE
2,540,073
3,363,750
WALTER ENERGY INC
178,202
146,858
WALTER INVESTMENT MANAGEMENT
223,006
203,562
WARNACO GROUP INC/THE
234,328
545,436
WASTE CONNECTIONS INC
565,312
921,292
WATERS CORP
90,631
185,125
WEBSENSE INC
280,300
271,398
WEICHAI POWER CO LTD H
612,623
526,279
5,068,101
4,314,821
198,421
182,160
29,990,635
29,566,304
60,126
88,579
1,979,915
1,077,115
WHITBREAD PLC
425,045
379,176
WOLTERS KLUWER
189,407
179,973
WOODWARD INC
436,446
634,415
WOONGJIN COWAY CO LTD
689,511
705,916
XEROX CORP
762,648
450,536
XSTRATA PLC
464,213
256,865
YAHOO JAPAN CORP
100,671
91,505
1,036,129
847,475
72,657
74,788
266,400
198,616
WELLS FARGO + CO
WEST PHARMACEUTICAL SERVICES
WESTWOOD WGI EMERGING MARKETS
WHARF HOLDINGS LTD
WHIRLPOOL CORP
YPF S.A. SPONSORED ADR
ZIMMER HOLDINGS INC
ZIPCAR INC
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
TY 2011 Investments Government
Obligations Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
US Government Securities - End of
Year Book Value :
62,971,724
US Government Securities - End of
Year Fair Market Value :
65,497,009
State & Local Government
Securities - End of Year Book
Value :
7,667,966
State & Local Government
Securities - End of Year Fair
Market Value :
8,882,200
DLN: 93491319010352
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Land, Etc. Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Category /
Item
Cost / Other
Basis
Accumulated
Depreciation
Book
Value
End of Year Fair Market
Value
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Legal Fees Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Category
Amount
Net Investment
Income
Adjusted Net
Income
Disbursements for
Charitable
Purposes
COOLEY - INVESTMENT
ISSUES
27,576
27,576
ADLER - GRANTEE ADVICE ETC
71,350
913
70,437
3,549
1,214
2,335
MORRISON - EMPLOYMENT
MATTERS
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Other Assets Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Description
INTEREST RECEIVABLE
Beginning of Year Book Value
End of Year - Book
Value
End of Year - Fair
Market Value
1,197,921
1,277,170
1,277,170
DIVIDENDS RECEIVABLE
580,877
572,971
572,971
PREPAID EXPENSES
199,412
316,897
316,897
DEFD COMP ASSETS - 457B PLAN
297,353
336,550
336,550
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Other Decreases Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Description
Amount
DIFFERENCE IN ACCRUAL VS. CASH INCOME
-39,125
DIFFERENCE IN GRANT EXPENSE VS. PAID
654,820
DIFFERENCE IN BOOK-TAX TREATMENT OF 457
DIFFERENCE IN ACCRUAL VS. CASH EXPENSE
ROUNDING ADJUSTMENT
39,198
-2,695,943
4
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Other Expenses Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Description
Revenue and Expenses
per Books
Net Investment
Income
Adjusted Net Income
Disbursements for
Charitable Purposes
OFFICE SUPPLIES
74,544
20,606
53,938
EQUIPMENT & FACILITIES MAINT
39,234
8,227
31,007
POSTAGE
12,477
2,771
9,706
INSURANCE
27,909
5,861
22,048
8,203
4,140
4,063
388,933
388,933
2,743
576
2,167
302,610
106,153
196,457
MEMBERSHIPS/DUES/FEES
BANK CUSTODIAL SERVICES
RECRUITMENT
INFORMATION TECHNOLOGY
FOUNDATION ADMIN'D PROJECTS
1,359,623
1,359,623
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Other Income Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Description
Securities Lending
Rebate on Commissions Paid
Revenue And
Expenses Per Books
Net Investment
Income
228,654
228,654
14,478
14,478
Net Currency Gain (in book as Capital)
1,372,331
Ltd Partnership Operating Gains (Losses)
6,264,097
Adjusted Net Income
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Other Liabilities Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Description
DEFERRED EXCISE TAX
Beginning of Year Book Value
End of Year - Book
Value
2,374,851
1,523,279
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Other Professional Fees Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Category
MANAGEMENT OF
INVESTMENTS
Amount
Net Investment
Income
Adjusted Net
Income
Disbursements for
Charitable
Purposes
4,447,432
4,447,432
HOT STUDIO WEBSITE WORK
73,520
3,676
69,844
BIG THINK ORG BROCHURE &
WEB
59,100
2,670
56,430
341,883
59,527
282,356
VARIOUS UNDER $50,000
EACH
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Taxes Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Category
990PF TAX ON INVESTMENT INCOME
VARIOUS STATES INCOME TAX
Amount
1,023,300
95,770
Net Investment
Income
Adjusted Net
Income
Disbursements for
Charitable
Purposes
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011
Tra nsfersToControlled Entities
Name : The James Irvine Foundation
EIN: 94 -1236937
Name
SOF-VIII Investor III
us /
Foreign Address
21 St Thomas Street
Bristol
BS1 6]S
UK
EIN
98-0579697
Description
Amount
$420,000 was
transferred TO this
entity in 2011 See
form 926
420,000
420,000
Tota I
1
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Itemized Other Current Liabilities Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Corporation Name
Corporation
EIN
Description
Beginning
Amount
ACCRUED EXPENSES
3,500
DUE TO AFFILIATES
7,681
Ending
Amount
11,370
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Other Deductions Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Description
Foreign Amount
Amount
(should only be used
when attached to
5471 Schedule C
Line 16)
PORTFOLIO DEDUCTIONS FROM PASSTHROU
41,147
FOREIGN TAXES FROM PASSTHROUGH
10,204
PROFESSIONAL FEES
189
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Itemized Other Investments Schedule
Name : The James Irvine Foundation
EIN: 94 -1236937
Corporation Name
Corporation
EIN
Other Investments Description
OPPORTUNITY FUND VIII-1, LP
Beginning
Amount
557,084
Ending Amount
877,773
l efile GRAPHIC p rint - DO NOT PROCESS
As Filed Data -
DLN: 93491319010352
TY 2011 Other Income Statement
Name : The James Irvine Foundation
EIN: 94 -1236937
Description
Foreign Amount
Amount
ORDINARY LOSS FROM PASSTHROUGH
-16,128
OTHER LOSS FROM PASSTHROUGH
-17,970
PORTFOLIO INCOME FROM PASSTHROUGH
59