Elbridge Stuart Foundation
- Assets
- $398.4m
- Revenue
- $27.4m
- Investments
- $391.8m
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 05/2004
- Data as of
- 12/2019
- 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.
For the year ending 12/2019, Elbridge Stuart Foundation generated $27.4m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (5.3%) each year. All expenses for the organization totaled $35.3m during the year ending 12/2019. 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
2019
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO DEVELOP A STRATEGY TO ADVANCE THE USE OF PERFORMANCE ASSESSMENT IN CALIFORNIA OVER THE NEXT THREE TO FIVE YEARS.THE PROJECT TITLES: PLANNING FOR PERFORMANCE ASSESSMENT SYSTEMS IN CALIFORNIA
TO CREATE THE STUART FOUNDATION PRINCIPALSHIP LEARNING NETWORK TO BRING TOGETHER PRINCIPALS, TEACHER LEADERS, SCHOLARS, AND PRINCIPAL TRAINING AND PROFESSIONAL SUPPORT PROGRAMS TO INVESTIGATE AND SHARE LEARNING ABOUT THE CONDITIONS FOR SUSTAINING EXCELLENT SCHOOL LEADERS.PROJECT TITLE IS - PRINCIPALSHIP LEARNING NETWORK
TO SUPPORT STUART FOUNDATION STAFF TO WORK IN PARTNERSHIP WITH THE CHICAGO PUBLIC EDUCAITON FUND (THE FUND) TO DESIGN AND HOST A LEARNING VISIT IN SPRING 2020PROJECT TITLE IS - CHICAGO LEARNING VISIT
TO SUPPORT ONE OR MORE STUDY TOURS TO ACCELERATE AND SOLIDIFY CALIFORNIA'S SYSTEM OF CONTINUOUS IMPROVEMENT.PROJECT TITLE IS - CI STUDY TOUR(S)
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sophie Fanelli President & Sec | 60 | $380,319 | |
David Barlow President & Sec | 60 | $305,889 | |
Brad Sink Treasurer & CFO | 60 | $242,000 | |
Susan Little Direc - Prog&grant | 60 | $216,000 | |
Wendy Chang Program Dir- Dsyf | 60 | $215,300 | |
Avi Khullar Dir. Impact&learn | 60 | $146,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Adage Capital Management Lp | 12/30/19 | $1,793,024 |
Monticello Associates | 12/30/19 | $500,000 |
Cedar Rock | 12/30/19 | $270,714 |
Renaissance Institutional Diversified Alpha A | 12/30/19 | $666,228 |
Silchester International | 12/30/19 | $370,911 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $154 |
| Dividends & Interest | $7,893,167 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $14,447,158 |
| Capital Gain Net Income | $14,447,158 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $5,051,414 |
| Total Revenue | $27,391,893 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,099,798 |
| Other employee salaries and wages | $1,986,913 |
| Pension plans, employee benefits | $994,059 |
| Interest | $0 |
| Taxes | $1,364,566 |
| Depreciation | $141,469 |
| Occupancy | $692,787 |
| Travel, conferences, and meetings | $319,028 |
| Printing and publications | $0 |
| Other expenses | $454,012 |
| Total operating and administrative expenses | $13,919,242 |
| Contributions, gifts, grants paid | $21,411,145 |
| Total expenses and disbursements | $35,330,387 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $292,685 |
| Net Accounts receivable | $5,045,087 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $883,293 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $351,302,735 |
| Net Land, buildings, and equipment | $362,988 |
| Other assets | $0 |
| Total assets | $398,384,368 |
| Accounts payable and accrued expenses | $637,993 |
| Grants payable | $5,232,000 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $7,000,000 |
| Other liabilities | $2,906,301 |
| Total liabilities | $15,776,294 |
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 |
|---|---|---|
Tosa Foundation Portola Valley, CA | $602,851,213 | $74,662,846 |
Scully Memorial Foundation Mill Valley, CA | $0 | $177,202,304 |
Broad Foundation Los Angeles, CA | $1,846,960,427 | $168,915,423 |
Engelstad Fam Foundation Las Vegas, NV | $799,432,969 | $59,109,744 |
S D Bechtel Jr Foundation San Francisco, CA | $67,419,693 | $6,476,129 |
Henry J Kaiser Family Foundation San Francisco, CA | $735,632,115 | $53,799,622 |
Conrad Prebys Foundation San Diego, CA | $999,791,756 | $614,452,233 |
Reed Family Giving Palo Alto, CA | $0 | $1,785,630 |
Red Husky Foundation Los Gatos, CA | $6,274,305 | $41,190 |
Weingart Foundation Los Angeles, CA | $0 | $38,312,718 |
Elbridge Stuart Foundation San Francisco, CA | $398,384,368 | $27,391,893 |
Kate B Reynolds Charitable Trust Las Vegas, NV | $464,153,663 | $18,578,162 |