Elbridge Stuart Foundation
- Assets
- $0.0
- Revenue
- $50.9m
- Investments
- $402.3m
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 05/2004
- Data as of
- 12/2020
- EIN
- 20-0882784
Organization Overview
Elbridge Stuart Foundation is located in San Francisco, CA. The organization was established in 2004. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Elbridge Stuart 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 12/2020, Elbridge Stuart Foundation generated $50.9m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.9% each year. All expenses for the organization totaled $35.9m during the year ending 12/2020. While expenses have increased by 4.4% 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO SUPPORT BUILDING A COHERENT ADOLESCENT AGENDATHE PROJECT TITLES: COALESCING AN ADOLESCENT AGENDA
TO SUPPORT AN EDUCATION COUNSEL'S FEDERAL POLICY ALLIGNING A BROAD SET OF LOCAL, STATE, AND FEDERAL LEADERS.PROJECT TITLE IS - PROMISE OF ADOLESCENTS FEDERAL POLICY AGENDA
TO SUPORT BUILDING AN ADOLESCENT PUBLIC EDUCATION AGENDA THAT FOCUSES ON THEIR ASSETS, NEEDS AND REALITIES.PROJECT TITLE IS - ADOLESCENT AGENDA
TO PROVIDE SUPPORT FOR THE CALIFORNIA COMMUNITY SCHOOLS INITIATIVE.PROJECT TITLE IS - CA COMMUNITY SCHOOLS INITIATIVE
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sophie Fanelli President & Sec | 60 | $491,250 | |
Brad Sink Treasurer & CFO | 60 | $278,200 | |
Kenji Treanor VP Strategy | 60 | $261,258 | |
Susan Little Senior Director | 60 | $245,350 | |
Wendy Chang Program Dir- Dsyf | 60 | $238,276 | |
Susan Kagehiro Director Programs | 60 | $230,500 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Monticello Associates | 12/30/21 | $500,000 |
Adage Capital Management Lp | 12/30/21 | $1,186,598 |
Silchester International | 12/30/21 | $268,158 |
Rock Springs Capital Fund Lp | 12/30/21 | $295,122 |
Inclusive Capital Partners Spring Int Lp | 12/30/21 | $363,350 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $102 |
| Dividends & Interest | $4,368,797 |
| Profit on Inventory Sales | $0 |
| Other Income | $17,937,333 |
| Total Revenue | $50,927,983 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $868,977 |
| Pension plans, employee benefits | $982,060 |
| Depreciation | $127,590 |
| Occupancy | $770,064 |
| Travel, conferences, and meetings | $98,897 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $13,764,513 |
| Contributions, gifts, grants paid | $22,133,359 |
| Total expenses and disbursements | $35,897,872 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $355,780,738 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $3,732,179 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Elbridge Stuart Foundation has recieved totaling $40,000.
| Awarding Organization | Amount |
|---|---|
William & Flora Hewlett Foundation Menlo Park, CA PURPOSE: FOR BUILDING LOCAL AND STATE CAPACITY FOR IMPLEMENTING CALIFORNIA'S NEW ACCOUNTABILITY SYSTEM | $40,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Valhalla Charitable Foundation Woodside, CA | $798,059,895 | $465,139,878 |
Hobson Lucas Family Foundation San Rafael, CA | $1,224,427,404 | $46,978,147 |
Tosa Foundation Portola Valley, CA | $620,174,698 | $135,076,785 |
W M Keck Foundation Los Angeles, CA | $1,878,594,082 | $132,529,748 |
Conrad Prebys Foundation San Diego, CA | $0 | $206,775,032 |
Jay And Rose Phillips Family Foundation Of California San Francisco, CA | $0 | $58,236 |
Jay And Rose Phillips Family Foundation Of Colorado Redwood City, CA | $0 | -$205,157 |
Henry J Kaiser Family Foundation San Francisco, CA | $1,103,580,994 | $111,004,070 |
The Ahmanson Foundation Beverly Hills, CA | $0 | $54,356,398 |
Charles Huang Foundation Pasadena, CA | $65,868,960 | $116,144,816 |
Weingart Foundation Los Angeles, CA | $0 | $30,569,267 |
Engelstad Fam Foundation Las Vegas, NV | $835,390,513 | $95,367,626 |