San Francisco Foundation
- Assets
- $1.5b
- Revenue
- $341.5m
- Investments
- $961.5m
- Employees
- 114
- 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 06/2021, San Francisco Foundation employed 114 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Francisco Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2020, San Francisco Foundation generated $341.5m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 9.6% each year. All expenses for the organization totaled $254.3m during the year ending 06/2020. While expenses have increased by 9.0% per year over the past 6 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 12,473 individual grants totaling $1,524,324,904. 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 IS COMMITTED TO ADVANCING RACIAL EQUITY AND ECONOMIC INCLUSION IN THE SAN FRANCISCO BAY AREA. IN PARTNERSHIP WITH OUR DONOR COMMUNITY, WE PROVIDE GRANT FUNDING TO 3,000 NONPROFIT ORGANIZATIONS EACH YEAR. THROUGH OUR GRANTMAKING, POLICY ADVOCACY, PARTNERSHIP WITH DONORS, AND IMPACT INVESTING, WE ARE HELPING TO ENSURE THAT EVERYONE IN THE BAY AREA HAS A GOOD JOB, LIVES IN A SAFE AND AFFORDABLE HOME, AND HAS A STRONG POLITICAL VOICE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Fred Blackwell CEO | Officer | 37.5 | $471,263 |
Sonja Velez CFO | Officer | 37.5 | $310,708 |
Judith Bell Cio | Officer | 37.5 | $290,561 |
Dee Dee Brantley COO (until 3/2021) | Officer | 37.5 | $288,405 |
Ruben Orduna Cpo | Officer | 37.5 | $274,530 |
Eric Mcdonnell Senior Director | 37.5 | $237,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Generation Investment Management | 6/29/21 | $1,675,596 |
Mission Value Partners Investment Management | 6/29/21 | $774,042 |
Canyon Value Investment Management | 6/29/21 | $388,034 |
Colonial Consulting Investment Consulting | 6/29/21 | $352,679 |
Westwood Global Investment Management | 6/29/21 | $451,973 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $225,537,930 |
| 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 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 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 | $0 |
| 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 |
| 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 | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $1,447,200,600 |
Grants Awarded
Over the last fiscal year, San Francisco Foundation has awarded $162,654,757 in support to 1,302 organizations.
| Grant Recipient | Amount |
|---|---|
Berkeley, CA PURPOSE: ADVISED - TO SUPPORT THE CLASS OF 1984 SCHOLARSHIP. ADVISED - IN SUPPORT OF VARIOUS INITIATIVES AND FUNDS, ADVISED - IN SUPPORT OF THE MBB EXCELLENCE FUND. ADVISED - FUNDS FOR THE UC BOTANICAL GARDEN IN SUPPORT OF HORTICULTURAL STAFF. ADVISED - FOR VARIOUS SCHOLARSHIPS FUNDS AND PROGRAMS, ADVISED - FOR UNRESTRICTED GENERAL SUPPORT AT THE DISCRETION OF CHANCELLOR CHRIST. ADVISED - FOR UNDERGRADUATE SCHOLARSHIPS. ADVISED - FOR THE UNDOCUMENTED STUDENT PROGRAM ON MENTAL HEALTH IN SUPPORT OF THE WORK CURRENTLY PERFORMED BY LICENSED PSYCHOLOGIST DIANA PENA FOR THE 2020-2021 ACADEMIC YEAR. ADVISED - FOR THE SAM DUBAL FELLOWSHIP, ADVISED - FOR THE INCENTIVE AWARDS PROGRAM. ADVISED - FOR THE HAAS SCHOLARS PROGRAM ENDOWMENT. ADVISED - FOR THE HAAS FAMILY FIAT LUX SCHOLARSHIP MATCHING FUND. ADVISED - FOR THE DEPARTMENT OF CIVIL AND ENVIRONMENTAL ENGINEERING FUND, ADVISED - FOR THE COLLEGE OF LETTERS AND SCIENCE L&S LEADERSHIP FUND -- BIG GIVE. ADVISED - FOR SUPPORT OF THE TERNER CENTER. ADVISED | $11,822,103 |
Carpinteria, CA PURPOSE: ADVISED - FOR THE FY20-21 CATE ANNUAL FUND. ADVISED - FOR APPLICATION TOWARD THE 15 BY FEB PROJECTS OF BOOTH, FY21 DEFERRED MAINTENANCE, COVID COMP ADJUSTMENTS AND EARLY RAYMOND EXPENSES. ADVISED - FOR ANNUAL NEEDS. | $5,056,000 |
Pescadero, CA PURPOSE: ADVISED - TO SUPPORT THE ANNUAL OPERATING BUDGET NEEDS OF THE TOMKAT RANCH EDUCATIONAL FOUNDATION. ADVISED - TO SUPPORT 2021 OPERATING EXPENSES. ADVISED - IN SUPPORT OF GROWING THE TABLE. ADVISED - IN SUPPORT OF GROWING THE TABLE, TO FUND THE HARVEST FUND - SALINAS PILOT PROJECT. ADVISED - SUPPORT THE ANNUAL OPERATING BUDGET NEEDS OF THE TOMKAT RANCH EDUCATIONAL FOUNDATION AND, IN THE DISCRETION OF THE RANCH, TO MAKE GRANTS TO CERTAIN OF THE RANCH'S PARTNER ORGANIZATIONS TO PROVIDE SUPPORT DURING THE COVID-19 CRISIS. | $3,857,387 |
San Francisco, CA PURPOSE: PROGRAM - TO PROVIDE GENERAL OPERATING SUPPORT TO A COMMUNITY ANCHOR WORKING ON TENANT PROTECTION AND AFFORDABLE HOUSING PRESERVATION IN THE MISSION NEIGHBORHOOD. PROGRAM - FUNDS ARE REQUESTED TO PROVIDE ADDITIONAL RESOURCES TO THE KOSHLAND MISSION FELLOWS TO BE RESPONSIVE TO THE HEALTH AND ECONOMIC CONSEQUENCES ASSOCIATED WITH COVID-19 AND ITS IMPACTS ON THE RESIDENTS OF THE MISSION NEIGHBORHOOD OF SAN FRANCISCO. ADVISED - TO PROVIDE TECHNICAL ASSISTANCE TO NEIGHBORHOOD GROUPS IN CENTRAL VALLEY, CA TO EXPAND ACCESS TO AND CREATION OF AFFORDABLE HOUSING. ADVISED - FOR GENERAL OPERATING SUPPORT. ADVISED - FOR COLLABORATION WITH THE CITY AND COUNTY OF SAN FRANCISCO TO IMPLEMENT ASPECTS OF THE "RIGHT TO RECOVER" PROGRAM IN RESPONSE TO THE COVID-19 CRISIS. ADVISED - COLLABORATION WITH THE CITY AND COUNTY OF SAN FRANCISCO TO IMPLEMENT ASPECTS OF THE "RIGHT TO RECOVER" PROGRAM IN RESPONSE TO THE COVID-19 CRISIS, ADVISED - COLLABORATION WITH THE CITY AND COUNTY OF SAN FRANCISCO TO IMPLEMENT A | $3,745,000 |
San Francisco, CA PURPOSE: ADVISED - TO SUPPORT YOUTH PROGRAMS. ADVISED - TO SUPPORT ONE TAM, ADVISED - TO BE USED FOR THE TRAILS FOREVER FUND FOR TRAILS THAT ARE ACCESSIBLE TO VISITORS WITH DOGS. ADVISED - IN SUPPORT OF THE TRAILS FOREVER DINNER. AS CONFIRMED, NO BENEFITS WILL BE PROVIDED AS A RESULT OF THIS GRANT. ADVISED - FOR THE TUNNEL TOPS PROJECT. ADVISED - FOR THE 2020 TRUSTEE FUND. ADVISED - FOR THE 2019 TRUSTEE FUND. ADVISED - FOR GENERAL OPERATING SUPPORT. | $3,281,721 |
San Jose, CA PURPOSE: ADVISED - FOR GENERAL OPERATING SUPPORT. ADVISED - FOR EXPANDED ACCESS TREATMENT FOR BLACK PTSD PATIENTS. | $3,100,000 |
Grants Recieved
Over the last fiscal year, we have identified 65 grants that San Francisco Foundation has recieved totaling $56,263,942.
| Awarding Organization | Amount |
|---|---|
Crankstart Foundation San Francisco, CA PURPOSE: REGIONAL HOMELESSNESS PREVENTION FUND (RHPF) | $10,000,000 |
William & Flora Hewlett Foundation Menlo Park, CA PURPOSE: FOR GENERAL OPERATING SUPPORT | $7,500,000 |
Friedman Family Foundation San Mateo, CA PURPOSE: GENERAL SUPPORT | $5,634,823 |
Wadhwani Charitable Foundation Los Altos, CA PURPOSE: GENERAL PUBLIC SUPPORT | $4,500,000 |
James Irvine Foundation San Francisco, CA PURPOSE: FOR WORKER POWER AND JOB QUALITY | $3,000,000 |
Crankstart Foundation San Francisco, CA PURPOSE: DAF TO EMPLOYEE GIVING ALIGNMENT PROGRAM AND OTHER MISC. GRANTS | $3,000,000 |
Endowment Analysis
| Beg. Balance | $836,303,703 |
| Earnings | $274,958,128 |
| Admin Expense | $11,521,615 |
| Net Contributions | $2,807,960 |
| Grants | $43,588,126 |
| Ending Balance | $1,058,960,050 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Tides Foundation San Francisco, CA | $1,232,210,451 | $863,481,509 |
San Francisco Foundation San Francisco, CA | $1,529,601,920 | $341,484,551 |
The Clear Fund Oakland, CA | $165,963,654 | $206,158,416 |
United States Energy Foundation San Francisco, CA | $173,205,171 | $181,891,970 |
Fh Association Phoenix, AZ | $26,443,045 | $107,705,615 |
City Fund Beaverton, OR | $118,722,969 | $115,823,271 |
The Albertsons Companies Foundation Pleasanton, CA | $69,606,007 | $81,616,776 |
Second Harvest Of The Greater Valley Manteca, CA | $10,454,227 | $51,004,614 |
Community Initiatives Oakland, CA | $48,904,163 | $57,867,676 |
Tipping Point Community San Francisco, CA | $69,097,467 | $55,633,961 |
Dagmar Dolby Fund Novato, CA | $39,191,926 | $8,168,589 |
California Health Foundation And Trust Sacramento, CA | $115,138,512 | $36,749,563 |