San Francisco Foundation
- Assets
- $1.5b
- Revenue
- $341.5m
- Investments
- $961.5m
- Employees
- 108
- Location
- San Francisco, CA
- Founding
- 09/2002
- Data as of
- 06/2020
- EIN
- 01-0679337
Organization Overview
San Francisco Foundation is located in San Francisco, CA. The organization was established in 2002. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2020, San Francisco Foundation employed 108 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 06/2020, San Francisco Foundation generated $341.5m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 11.7% each year . All expenses for the organization totaled $254.3m during the year ending 06/2020. While expenses have increased by 10.9% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, San Francisco Foundation has awarded 9,617 individual grants totaling $1,140,646,935. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
TO MOBILIZE RESOURCES TO BUILD STRONG COMMUNITIES, FOSTER CIVIC LEADERSHIP & PROMOTE PHILANTHROPY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE SAN FRANCISCO FOUNDATION, THROUGH THE GENEROSITY OF DONORS AND CORPORATE PARTNERS, PAST AND PRESENT, FUNDS APPROXIMATELY 3,300 NONPROFIT ORGANIZATIONS IN THE SAN FRANCISCO BAY AREA AND THROUGHOUT THE COUNTRY EACH YEAR IN RESPONSE TO EVER-CHANGING DEMOGRAPHICS AND NEEDS OF OUR COMMUNITIES. AS A FUNDER AND CIVIC LEADER, THE FOUNDATION'S CHALLENGE IS TO ENSURE THAT EVERYONE IN THE BAY AREA CAN THRIVE AND REACH THEIR FULL POTENTIAL. THE FOUNDATION WANTS TO ENSURE THAT EVERYONE HAS A GOOD JOB, LIVES IN A SAFE AND AFFORDABLE HOME, HAS A STRONG POLITICAL VOICE, AND CAN LIVE IN A COMMUNITY THAT PROVIDES REAL ACCESS TO OPPORTUNITY. AT THE CENTER OF THIS MISSION IS THE NEED TO ADVANCE GREATER RACIAL AND ECONOMIC INCLUSION THROUGHOUT THE REGION. TO REACH THIS GOAL, THE FOUNDATION FOCUSES ON THREE INTERRELATED PATHWAYS: 1) PEOPLE: EXPANDING ACCESS TO OPPORTUNITY BY REMOVING SYSTEMIC BARRIERS, 2) PLACE: ANCHORING COMMUNITIES OF BELONGING SO THAT ALL RESIDENTS CAN LIVE, WORK, THRIVE, AND CREATE AND 3) POWER: NURTURING EQUITY MOVEMENTS TO ENSURE A STRONG POLITICAL VOICE FOR ALL. THE FOUNDATION SUPPORTS EQUITY-FOCUSED EFFORTS THROUGH GRANTS, CIVIC LEADERSHIP, ADVOCACY AND PROGRAM-RELATED INVESTMENTS.
THE SAN FRANCISCO FOUNDATION, THROUGH THE GENEROSITY OF DONORS AND CORPORATE PARTNERS, PAST AND PRESENT, FUNDS APPROXIMATELY 3,300 NONPROFIT ORGANIZATIONS IN THE SAN FRANCISCO BAY AREA AND THROUGHOUT THE COUNTRY EACH YEAR IN RESPONSE TO EVER-CHANGING DEMOGRAPHICS AND NEEDS OF OUR COMMUNITIES. AS A FUNDER AND CIVIC LEADER, THE FOUNDATION'S CHALLENGE IS TO ENSURE THAT EVERYONE IN THE BAY AREA CAN THRIVE AND REACH THEIR FULL POTENTIAL. THE FOUNDATION WANTS TO ENSURE THAT EVERYONE HAS A GOOD JOB, LIVES IN A SAFE AND AFFORDABLE HOME, HAS A STRONG POLITICAL VOICE, AND CAN LIVE IN A COMMUNITY THAT PROVIDES REAL ACCESS TO OPPORTUNITY. AT THE CENTER OF THIS MISSION IS THE NEED TO ADVANCE GREATER RACIAL AND ECONOMIC INCLUSION THROUGHOUT THE REGION. TO REACH THIS GOAL, THE FOUNDATION FOCUSES ON THREE INTERRELATED PATHWAYS: 1) PEOPLE: EXPANDING ACCESS TO OPPORTUNITY BY REMOVING SYSTEMIC BARRIERS, 2) PLACE: ANCHORING COMMUNITIES OF BELONGING SO THAT ALL RESIDENTS CAN LIVE, WORK, THRIVE, AND CREATE AND 3) POWER: NURTURING EQUITY MOVEMENTS TO ENSURE A STRONG POLITICAL VOICE FOR ALL. THE FOUNDATION SUPPORTS EQUITY-FOCUSED EFFORTS THROUGH GRANTS, CIVIC LEADERSHIP, ADVOCACY AND PROGRAM-RELATED INVESTMENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Fred Blackwell CEO | Officer | 37.5 | $464,590 |
Sonja Velez CFO | Officer | 37.5 | $303,477 |
Idelia Brantley COO | Officer | 37.5 | $283,468 |
Judith Bell Chief Impact Officer | Officer | 37.5 | $272,206 |
Ruben Orduna Chief Philanthropy Officer | Officer | 37.5 | $269,734 |
Catherine Fernandez Vp, Policy And Innovation | Officer | 37.5 | $214,996 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Mission Value Partners Llp Investment Management | 6/29/20 | $691,067 |
Colonial Consulting Investment Consulting | 6/29/20 | $423,845 |
Generation Investment Management | 6/29/20 | $1,896,870 |
Highclere Investors Investment Management | 6/29/20 | $371,416 |
Colonial Consulting Investment Consulting | 6/29/20 | $423,845 |
Westwood Global Investments Llc Investment Management | 6/29/20 | $414,746 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $225,537,930 |
| Noncash contributions included in lines 1a–1f | $69,210,797 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $225,537,930 |
| Total Program Service Revenue | $0 |
| Investment income | $10,582,729 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | -$14,448 |
| Net Gain/Loss on Asset Sales | $104,976,459 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $341,484,551 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $227,435,922 |
| Grants and other assistance to domestic individuals. | $212,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $399,008 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $2,445,222 |
| Compensation of current officers, directors, key employees. | $1,000,319 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $8,290,185 |
| Pension plan accruals and contributions | $603,933 |
| Other employee benefits | $1,136,562 |
| Payroll taxes | $698,279 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $147,669 |
| Fees for services: Accounting | $117,100 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $4,432,259 |
| Fees for services: Other | $3,247,026 |
| Advertising and promotion | $50,782 |
| Office expenses | $96,760 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $1,312,621 |
| Travel | $128,020 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $336,773 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $256,912 |
| Insurance | $149,651 |
| All other expenses | $832,486 |
| Total functional expenses | $254,307,023 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,175 |
| Savings and temporary cash investments | $3,689,704 |
| Pledges and grants receivable | $9,661,450 |
| Accounts receivable, net | $1,705,179 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $226,521 |
| Net Land, buildings, and equipment | $862,882 |
| Investments—publicly traded securities | $501,132,931 |
| Investments—other securities | $961,489,405 |
| Investments—program-related | $25,044,302 |
| Intangible assets | $0 |
| Other assets | $25,786,371 |
| Total assets | $1,529,601,920 |
| Accounts payable and accrued expenses | $2,735,575 |
| Grants payable | $16,193,314 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $63,472,431 |
| Total liabilities | $82,401,320 |
| Net assets without donor restrictions | $566,164,706 |
| Net assets with donor restrictions | $881,035,894 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,529,601,920 |
Grants Awarded
Over the last fiscal year, San Francisco Foundation has awarded $442,046,424 in support to 3,108 organizations.
| Grant Recipient | Amount |
|---|---|
San Francisco, CA PURPOSE: FOR THE BARGER FAMILY FUND AT SCHWAB CHARITABLE, FOR WON/HOLDEN FAMILY FUND, TO THE HAMMARSKJOLD FAMILY FUND AT THE SAN FRANCISCO FOUNDATION OF THE SCHWAB CHARITABLE FUND, FOR NANCY G. SCHAUB DONOR ADVISED FUND. FOR THE HAMMARSKJOLD FAMILY FUND AT SCHWAB CHARITABLE FUND, FOR GENERAL OPERATING SUPPORT. | $31,162,615 |
San Francisco, CA PURPOSE: FOR THE BARGER FAMILY FUND AT SCHWAB CHARITABLE, FOR WON/HOLDEN FAMILY FUND, TO THE HAMMARSKJOLD FAMILY FUND AT THE SAN FRANCISCO FOUNDATION OF THE SCHWAB CHARITABLE FUND, FOR NANCY G. SCHAUB DONOR ADVISED FUND. FOR THE HAMMARSKJOLD FAMILY FUND AT SCHWAB CHARITABLE FUND, FOR GENERAL OPERATING SUPPORT. | $31,162,615 |
Novato, CA PURPOSE: FOR THE DIMARCO HARLEEN FAMILY FUND OF THE MARIN COMMUNITY FOUNDATION. FOR THE JANE, SAM AND SCOTT MILLER FUND. FOR THE DIMARCO HARLEEN FAMILY FUND OF THE MARIN COMMUNITY FOUNDATION. FOR THE JANE, SAM AND SCOTT MILLER FUND. FOR GENERAL SUPPORT OF THE PRESIDIO THEATER. FOR THE MARIN RETIREMENT COMMUNITIES SCHOLARSHIP FUND. | $13,761,932 |
Novato, CA PURPOSE: FOR THE DIMARCO HARLEEN FAMILY FUND OF THE MARIN COMMUNITY FOUNDATION. FOR THE JANE, SAM AND SCOTT MILLER FUND. FOR THE DIMARCO HARLEEN FAMILY FUND OF THE MARIN COMMUNITY FOUNDATION. FOR THE JANE, SAM AND SCOTT MILLER FUND. FOR GENERAL SUPPORT OF THE PRESIDIO THEATER. FOR THE MARIN RETIREMENT COMMUNITIES SCHOLARSHIP FUND. | $13,761,932 |
CITY AND COUNTY OF SAN FRANCISCO PURPOSE: FOR THE CITY OF SAN FRANCISCO'S GIVE2SF COVID-19 RESPONSE AND RECOVERY FUND. FOR GENERAL OPERATING SUPPORT OF GIVE2SF/COVID19. FOR GIVE2SF/COVID-19 SUPPORT. | $8,320,000 |
CITY AND COUNTY OF SAN FRANCISCO PURPOSE: FOR THE CITY OF SAN FRANCISCO'S GIVE2SF COVID-19 RESPONSE AND RECOVERY FUND. FOR GENERAL OPERATING SUPPORT OF GIVE2SF/COVID19. FOR GIVE2SF/COVID-19 SUPPORT. | $8,320,000 |
Grants Recieved
Over the last fiscal year, we have identified 17 grants that San Francisco Foundation has recieved totaling $1,635,383.
| Awarding Organization | Amount |
|---|---|
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $390,383 |
The Lucky Bunch Foundation Wilmington, DE PURPOSE: DANIEL AND MEAGAN NYE FAMILY FUND | $200,000 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: GENERAL SUPPORT | $150,000 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: GENERAL SUPPORT | $150,000 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: GENERAL SUPPORT | $125,000 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: GENERAL SUPPORT | $125,000 |
Endowment Analysis
| Beg. Balance | $845,592,725 |
| Earnings | $24,398,291 |
| Admin Expense | $29,036,783 |
| Net Contributions | $982,713 |
| Grants | $13,999,234 |
| Ending Balance | $827,937,712 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Tides Foundation San Francisco, CA | $531,362,799 | $511,078,682 |
San Francisco Foundation San Francisco, CA | $1,529,601,920 | $341,484,551 |
Fh Association Phoenix, AZ | $32,360,131 | $118,182,244 |
Tipping Point Community San Francisco, CA | $61,259,027 | $38,090,661 |
Second Harvest Of The Greater Valley Manteca, CA | $6,868,918 | $46,568,235 |
The Clear Fund Oakland, CA | $43,908,385 | $51,079,383 |
The Albertsons Companies Foundation Pleasanton, CA | $41,450,438 | $46,344,229 |
Gary Sinise Foundation Los Angeles, CA | $51,598,916 | $42,908,528 |
Community Initiatives Oakland, CA | $32,963,465 | $33,654,695 |
St Baldricks Foundation Inc Monrovia, CA | $32,038,039 | $26,306,485 |
Gofundme Org Los Altos, CA | $3,296,431 | $30,792,768 |
Fullerton Family Foundation Novato, CA | $0 | $1,583 |