NonprofitsDonor Advised Charitable Giving

Public Foundations

Donor Advised Charitable Giving

SAN FRANCISCO, CA

Total revenue

$9.7B

Total expenses

$6.7B

Net assets

$41.0B

Grants received

$4.9B

582 grants

EIN

311640316

Tax year

2023

Mission

Increase charitable giving in the united states of america.

Financials

FY 2023

Revenue

Contributions & grants$9.3B
Program service revenue
Investment income$347.7M
Other revenue
Total revenue$9.7B

Expenses

Grants paid$6.6B
Salaries & benefits$34.1M
Fundraising$11.7M
Other expenses$89.9M
Total expenses$6.7B
Total assets$41.1B
Net assets$41.0B

People

21 listed

NameRoleCompensation

SAMUEL W KANG

PRESIDENT

Board

$696K

40 hrs/wk

FREDERICK K KAYNOR

MD-BUS DEV, MKTG & STRAT PARTNER

Board

$475K

40 hrs/wk

MICHAEL MAESTAS

MD-INVEST OVERSIGHT & DUE DILIGENCE

Board

$425K

40 hrs/wk

DOUGLAS CAMPBELL

MD-STRATEGY, OFFER MGMT & ANALYSIS

Board

$411K

40 hrs/wk

STEPHANIE QUEISERT

MD-CHIEF FINANCIAL OFFICER

Board

$394K

40 hrs/wk

LORRIE BRANSON

ASST. CORP. SECRETARY

Board

$229K

40 hrs/wk

RICK WURSTER

BOARD CHAIR AS OF 7/2023

Board

1 hrs/wk

LORETTA DOON

DIRECTOR

Board

1 hrs/wk

KRISTOPHER TATE

CORPORATE SECRETARY

Board

1 hrs/wk

PAUL TALBOT

ASST. CORP. SECRETARY

Board

1 hrs/wk

LINDA B SEGRE

DIRECTOR

Board

1 hrs/wk

GREGORY AVIS

DIRECTOR

Board

1 hrs/wk

DAN KINGSLEY

DIRECTOR

Board

1 hrs/wk

BILL BROWNELL

DIRECTOR

Board

1 hrs/wk

UNA OSILI

DIRECTOR

Board

1 hrs/wk

ANNE CASSCELLS

DIRECTOR

Board

1 hrs/wk

BRYAN GREGSTON

DIRECTOR

Staff

$333K

40 hrs/wk

CALEB LUND

DIRECTOR

Staff

$333K

40 hrs/wk

LORI KIRKLAND

DIRECTOR (THRU 1/2024)

Staff

$318K

40 hrs/wk

ANTHONY MATTHEWS

DIRECTOR

Staff

$297K

40 hrs/wk

JULIA REED

DIRECTOR

Staff

$284K

40 hrs/wk

Independent contractors

CHARLES SCHWAB & CO

BROKERAGE & ADMIN SERVICES

$7.9M

NATURAL INVESTMENTS LLC

ASSET MANAGEMENT

$2.1M

GRAYSTONE CONSULTING LTD MORGAN STANLEY

ASSET MANAGEMENT

$2.0M

BASSWOOD CAPITAL MANAGEMENT LLC

ASSET MANAGEMENT

$1.6M

CERITY PARTNERS

ASSET MANAGEMENT

$886K

Grants received

Showing 200 of 582

FromAmountPurposeYear
$136.0M
UNRESTRICTED
2024
$102.9M
PHILANTHROPY
2024
$14.0M
GIVING AND GENEROSITY
2024
$13.8M
General Operating (DAF)
2024
$13.4M
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$12.3M
COMMUNITY & HUMAN SERVICES
2024
$8.2M
Public, Societal Benefit
2024
$5.8M
General Nonprofit Support
2024
$4.2M
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS
2024
$4.1M
GENERAL
2024
$3.7M
GENERAL CHARITABLE PURPOSES
2024
$3.1M
OD FISHER CHARITABLE FUND
2024
$3.1M
ON 06/13/2024, THE FOUNDATION DONATED 5 SHS OF BRKA WITH A BOOK VALUE OF $511,413 TO HELP FURTHER THE ORGANIZATION'S PROGRAM SERVICES. VALUATIONS ARE BASED ON THE AVERAGE OF THE HIGH/LOW SHARE PRICE ON THE DATE OF THE CONTRIBUTION.
2024
$3.1M
General & Unrestricted (See General Explanation)
2024
$3M
JEFFREY L HORING DONOR ADVISED fund
2024
$2.7M
General Support
2024
$2.3M
for a donor-advised fund
2024
$2.2M
General Program Support
2024
$2.2M
GENERAL MISSION
2024
$2.1M
MULTIPLE GRANTS FOR MULTIPLE PURPOSES
2024
$2.0M
MARTHA E. PARKER AND PETER H. THERMANSEN CHARITABLE FUND.
2024
$1.6M
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2024
$1.6M
GENERAL ASSISTANCE
2024
$1.3M
General support
2024
$1.2M
DONOR ADVISED, PUBLIC AFFAIRS/SOCIETY BENEFIT
2024
$1.1M
Yeary Donor Advised Fund
2024
$1.0M
COMMUNITY & HUMAN SERVICES
2024
$1M
TO TRANSFER FUNDS TO HARRODS CREEK FUND (ACCT: #7678-2095) AT SCHWAB CHARITABLE. THIS GRANT REPRESENTS THE CASH ASSETS TO BE DELIVERED.
2024
$925K
TO TRANSFER FUNDS TO BORROWED EARTH FUND (ACCT: #1126-9949) AT SCHWAB CHARITABLE. THIS GRANT REPRESENTS THE CASH ASSETS TO BE DELIVERED.
2024
$925K
ADVANCING PHILANTHROPY
2024
$834K
CC: CIVIC AND COMMUNITY SERVICE
2024
$821K
GENERAL SUPPORT
2024
$784K
TO SUPPORT RESPONSIBLE CARBON REMOVAL AND RESTORE THE CLIMATE
2024
$696K
OPERATIONS
2024
$659K
PHILANTHROPIC COMMUNITY SUPPORT
2024
$650K
SUPPORT OF COMMUNITY INITIATIVES
2024
$575K
CHARITABLE PURPOSE
2024
$539K
GENERAL SUPPORT
2024
$500K
Schwab Charitable EKR Fund
2024
$475K
GENERAL CHARITABLE USE
2024
$400K
INDUSTRIAL PROGRAM SUPPORT
2024
$394K
GENERAL OPERATIONAL SUPPORT
2024
$388K
PHILANTHROPY/VOLUNTARISM
2024
$346K
Jon & Nancy Bauer FUND
2024
$323K
CHARITABLE GIFT
2024
$313K
PHILANTHROPY
2024
$300K
GENERAL OPERATING SUPPORT
2024
$255K
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS N.E.C.
2024
$252K
GENERAL SUPPORT
2024
$250K
PROGRAMATIC SUPPORT
2024
$250K
PROGRAMATIC SUPPORT
2024
$224K
COMMUNITY DEVELOPMENT
2024
$220K
Program Support
2024
$212K
GENERAL SUPPORT
2024
$184K
SPECIFIED PURPOSE
2024
$163K
Public, Societal Benefit
2024
$161K
Donor Advised Support
2024
$132K
DONOR ADVISED FUND
2024
$124K
GRANT MAKING
2024
$118K
GENERAL OPERATIONS
2024
$100K
Halliday Family Charitable Fund
2024
$100K
GEOTHERMAL POWER PROGRAM
2024
$100K
VARIOUS PURPOSES AS APPROVED BY OICF BOARD
2024
$88K
Stephen & Peihua Charitable Fund (See General Explanation)
2024
$67K
GENERAL SUPPORT OF MISSION
2024
$67K
JOEY ROSENBLUM MEMORIAL FUND AC #3284-8514
2024
$51K
CHARITABLE SUPPORT
2024
$50K
general program support
2024
$47K
OPERATING SUPPORT
2024
$47K
FOR THE ORGANIZATION'S GENERAL CHARITABLE PURPOSES
2024
$41K
RECOVERABLE GRANT REPAYMENT
2024
$40K
TAP Family Foundation Fund
2024
$40K
Pearson Family Charitable Fund
2024
$40K
Hodges Family Giving Fund
2024
$39K
PHILANTHROPY, VOLUNTARISM
2024
$30K
TO TRANSFER FUNDS TO HARRODS CREEK FUND (ACCT: #7678-2095) AT SCHWAB CHARITABLE.
2024
$30K
TO TRANSFER FUNDS TO HARRODS CREEK FUND (ACCT: #7678-2095) AT SCHWAB CHARITABLE
2024
$30K
GENERAL SUPPORT DAF
2024
$29K
The Verus Fund
2024
$25K
General and Unrestricted for the Gordon & Anita Nihei Charitable Gift Fund
2024
$20K
Program Support
2024
$20K
PROGRAM SUPPORT
2024
$20K
PROGRAM SUPPORT
2024
$19K
Fiscal Sponsorship Grants
2024
$13K
GENERAL CHARITABLE PURPOSES
2024
$12K
General & Unrestricted
2024
$11K
To support organization
2024
$10K
DESIGNATED DONOR ADVISED FUND ACCOUNT #6436-1344
2024
$10K
JEANETTE MACCALLUM DONOR ADVISED FUND - ACCOUNT 8797-7268
2024
$9K
CONTRIBUTION TO DAFGIVING360 ACCOUNT
2024
$7K
FOR THIS ACCOUNT: WILLIAM TABER JR. ADVISED FUND; ACCOUNT NO. 92841772.
2024
$7K
DONOR-DRIVEN GRANTMAKING
2024
$3K
TO PROVIDE GENERAL SUPPORT
2024
$670
TO PROVIDE GENERAL SUPPORT
2024
$122M
To educate the public and support activities that highlight the relationship between structual limits on government power and the protection of our dignity and our freedoms. (DAF)
2023
$100.9M
For grant recipient's exempt purposes
2023
$72.1M
EDUCATION
2023
$37.8M
COMMUNITY DEVELOPMENT
2023
$32.4M
PHILANTHROPY
2023
$29.6M
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$27.5M
General Nonprofit Support
2023
$24M
General Operating
2023
$13.2M
UNRESTRICTED GENERAL SUPPORT
2023
$9.7M
COMMUNITY & HUMAN SERVICES
2023
$9.4M
HECKER CHARITABLE FOUNDATION
2023
$6.0M
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$5.4M
PROGRAMATIC SUPPORT
2023
$4.7M
IN FURTHERANCE OF GRANTEE'S TAX-EXEMPT PURPOSE
2023
$4.6M
PHILANTHROPIC ACTIVITY
2023
$4.4M
TO TRANSFER FUNDS TO HARRODS CREEK FUND AT SCHWAB CHARITABLE. THIS GRANT REPRESENTS THE CASH ASSETS TO BE DELIVERED.
2023
$4.4M
TO TRANSFER FUNDS TO BORROWED EARTH FUND AT SCHWAB CHARITABLE. THIS GRANT REPRESENTS THE CASH ASSETS TO BE DELIVERED.
2023
$3.8M
UNRESTRICTED GENERAL SUPPORT
2023
$3.5M
TO CREATE NEW DONOR ADVISED FUND AT SCHWAB CHARITABLE
2023
$3.1M
UNRESTRICTED GENERAL SUPPORT
2023
$2.8M
GENERAL SUPPORT
2023
$2.8M
General & Unrestricted (See General Explanation)
2023
$1.9M
PROGRAM SERVICES
2023
$1.9M
FOR THE BUDINGER DONOR ADVISED FUND
2023
$1.8M
MULTIPLE GRANTS FOR MULTIPLE PURPOSES
2023
$1.3M
SUPPORT FOR KING CAHILL FAMILY FUND
2023
$1.2M
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2023
$928K
GENERAL SUPPORT
2023
$825K
TO SUPPORT SHARON COLEMAN'S DONOR ADVISED FUND.
2023
$721K
GENERAL OPERATIONS/DONATIONS
2023
$716K
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS N.E.C.
2023
$700K
INDUSTRIAL PROGRAM SUPPORT
2023
$667K
FUND TRANSFER
2023
$659K
CHARITABLE GIFT
2023
$635K
Minyan Account
2023
$612K
DONOR-ADVISED, PUBLIC AFFAIRS/SOCIETY BENEFIT
2023
$511K
COMMUNITY IMPROVEMENT AND DEVELOPMENT
2023
$500K
Support of Community Initiatives
2023
$466K
GENERAL SUPPORT
2023
$461K
COMMUNITY & HUMAN SERVICES
2023
$400K
GENERAL SUPPORT
2023
$386K
GENERAL SUPPORT
2023
$341K
GENERAL SUPPORT
2023
$334K
FBO: 7402-7209 STALKER FAMILY CHARITABLE FUND
2023
$325K
PHILANTHROPY, VOLUNTARISM AND GRANTMAKING FOUNDATIONS NEC
2023
$324K
SUPPORT TORNQUIST FAMILY CHARITABLE FUND
2023
$300K
DONOR ADVISED FUND ACCOUNT TRANSFER
2023
$300K
JEFFREY L HORING DONOR ADVISED fund
2023
$296K
DANIEL AND PAMELA GLEASON CHARITABLE FUND
2023
$290K
CHARITABLE
2023
$274K
UNRESTRICTED GENERAL SUPPORT
2023
$273K
GENERAL SUPPORT
2023
$271K
DONOR ADVISED FUND
2023
$232K
FOR THE LOVE FUND. FOR NYE FAMILY FUND.
2023
$226K
General support for programs, operations and other charitable purposes
2023
$207K
GENERAL SUPPORT
2023
$200K
Prize for outstanding accomplishments in the field of Neuroscience
2023
$166K
TO SUPPORT SHARON COLEMAN'S DONOR ADVISED FUND.
2023
$162K
PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING
2023
$152K
INTERAL - DUES / EXTERNAL TRANSFERS
2023
$151K
FUNDING CHARITABLE ACCOUNT
2023
$149K
OPERATIONS
2023
$135K
PHILANTHROPY/VOLUNTARISM/GRANTMAKING
2023
$129K
HUMANITARIAN HELP
2023
$126K
UNRESTRICTED GENERAL SUPPORT
2023
$126K
Distribution from Donor-Advised Fund/Charitable Contribution
2023
$125K
General support
2023
$124K
GRANT MAKING
2023
$118K
ACCOUNT # 1426-7358 FROM CLOSURE OF GRCF DAF.
2023
$100K
FOR GENERAL SUPPORT
2023
$100K
GENERAL SUPPORT
2023
$100K
DONOR ADVISED FUND
2023
$84K
MULTIPLE GRANTS FOR PROGRAMS, OPERATIONS, OR OTHER PURPOSES
2023
$80K
GENERAL SUPPORT
2023
$74K
GENERAL SUPPORT
2023

Funded by

$4.9B from 240 funders · 582 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$1.6B · 8 grants · 2017–2023

Jasper Ridge Charitable Fund

$765.6M · 2 grants · 2020–2022

Marble Freedom Trust

$755.1M · 6 grants · 2020–2023

National Philanthropic Trust

$400.0M · 6 grants · 2017–2023

Dechomai Foundation Inc

$348.2M · 3 grants · 2020–2024

American Endowment Foundation

$154.1M · 8 grants · 2020–2024

Gs Donor Advised Philanthropy Fund

$119.2M · 6 grants · 2018–2024

Vanguard Charitable Endowment Program

$75.9M · 4 grants · 2020–2023

Details

EIN311640316
NTEE codeT300
Subsection03
Ruling date1999-04
Formed1999
Employees194
Volunteers0