2025-08-12T16:09:48-05:00 2024-09-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990PF 2023-10-01 770108124 THE GROVE FOUNDATION GROV 6504644336 PO BOX 1667 LOS ALTOS CA 940231667 LESLIE DOROSIN CFO 6504644336 2025-08-11 1 0 MAGA E KISRIEV P01008919 4089988400 2023 2025-03-06 01:10:19Z X 106147275 X 20077865 2601431 2463663 286307 503935 2900712 16709811 4097464 0 48704 25866315 7113766 0 0 0 7014 0 7014 43200 6480 36720 321841 328370 56112 62000 0 0 16308 0 16308 114618 0 114618 564981 334850 230772 19589578 19425400 20154559 334850 19656172 5711756 6778916 30972125 52256944 52256944 32403480 28343515 28343515 6701543 0 0 10765444 10179212 10179212 7121340 3768159 6968318 8195848 8399286 8399286 96159780 102947116 106147275 894 832 1805000 2063000 1805894 2063832 X 94353886 100883284 94353886 100883284 96159780 102947116 94353886 5711756 817642 100883284 0 100883284 PASSTHROUGH CAPITAL GAIN P 2023-09-30 2024-09-30 279381 279381 279381 PUBLICLY TRADED SECURITIES P 16430430 12612347 3818083 3818083 4097464 94227 0 94227 0 94227 62828 0 54000 0 116828 X 0 22601 22601 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 1 1 WWW.GROVEFOUNDATION.ORG LESLIE DOROSIN 6504644336 PO BOX 1667 LOS ALTOS CA 940231667 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 KAREN GROVE PO BOX 1667 LOS ALTOS CA 94023 BOARD CHAIR 8.00 0 0 0 LESLIE DOROSIN PO BOX 1667 LOS ALTOS CA 94023 TREASURER/CFO 15.00 0 0 0 BLANCH VANCE PO BOX 1667 LOS ALTOS CA 94023 SECRETARY 20.00 0 0 0 NONE 0 CANDIDE GROUP 1721 BROADWAY STE 201 OAKLAND CA 94612 INVESTMENT CONSULTING 66740 TRILLIUM ASSET MANAGEMENT 1 CONGRESS STREET SUITE 3101 BOSTON MA 02114 ASSET MANAGEMENT 61387 BRECKINRIDGE CAPITAL ADVISORS INC 125 HIGH STREET SUITE 431 BOSTON MA 02110 ASSET MANAGEMENT 56166 0 0 48442237 29801161 6968318 85211716 0 0 85211716 1278176 83933540 4196677 4196677 94227 94227 4102450 1180138 5282588 0 5282588 19656172 0 19656172 5282588 0 0 13456111 17854351 15061374 17697673 14151895 78221404 19656172 0 0 0 5282588 14373584 0 0 92594988 0 0 0 0 0 0 13456111 79138877 17854351 15061374 17697673 14151895 14373584 X ABODE SERVICES 1156 NORTH 4TH STREET SAN JOSE CA 95112 N/A PC HOUSING PROGRAM FOR FARMWORKERS IN HALF MOON BAY 100000 ABORTION FREEDOM PARTNERSHIP 14435 C BIG BASIN WAY SUITE 106 SARATOGA CA 95070 N/A PC REPROCARE HEALTHLINE 60000 ACCESS REPRODUCTIVE JUSTICE PO BOX 3609 OAKLAND CA 946090609 N/A PC GENERAL SUPPORT 200000 ACT FOR WOMEN AND GIRLS PO BOX 536 VISALIA CA 932790536 N/A PC GENERAL SUPPORT 105000 ACTIVATE 48 EDUCATION FUND 5716 N 19TH AVENUE PHOENIX AZ 85015 N/A PC GENERAL SUPPORT 100000 ADVOCATES FOR YOUTH 1325 G STREET NW SUITE 980 WASHINGTON DC 20005 N/A PC GENERAL SUPPORT, FOSE, WORKING TO INSTITUTIONALIZE SEX EDUCATION (WISE) 780000 AL OTRO LADO 511 E SAN YSIDRO BOULEVARD SUITE 333 SAN YSIDRO CA 92173 N/A PC GENERAL SUPPORT 55000 ALAMEDA HEALTH SYSTEM FOUNDATION 350 FRANK H OGAWA PLAZA SUITE 900 OAKLAND CA 94612 N/A PC BELOVEDBIRTH BLACK CENTERING 100000 ALIENTO EDUCATION FUND 4747 N 32ND STREET PHOENIX AZ 85018 N/A PC GENERAL SUPPORT 55000 AMALGAMATED FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 N/A PC BOARD AND STAFF DISCRETIONARY FUND 652000 AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES 2020 PENNSYLVANIA AVENUE MAILBOX 263 WASHINGTON DC 20006 N/A PC REV UP PROGRAM 80000 AMERICAN BUSINESS IMMIGRATION COALITION 1805 S ASHLAND AVE CHICAGO IL 60608 N/A PC GENERAL SUPPORT 52000 APIARY FOR PRACTICAL SUPPORT 99 WALL STREET SUITE 1279 NEW YORK NY 10005 N/A PC GENERAL SUPPORT 220000 ARIZONA CENTER FOR EMPOWERMENT 5710 NORTH 19TH AVENUE PHOENIX AZ 85015 N/A PC WOMEN'S COLLECTIVE 75000 ASIAN LAW CAUCUS 55 COLUMBUS AVENUE SAN FRANCISCO CA 941112101 N/A PC GENERAL SUPPORT 230000 ASYLUM SEEKER ADVOCACY PROJECT INC 228 PARK AVENUE S SUITE 84810 NEW YORK NY 10003 N/A PC GENERAL SUPPORT 70000 BISC FOUNDATION 1319 F ST NW STE 301 238 WASHINGTON DC 20004 N/A PC GENERAL SUPPORT 50000 BLACK PHOENIX ORGANIZING COLLECTIVE 3101 N CENTRAL AVENUE SUITE 610 PHOENIX AZ 85012 N/A PC GENERAL SUPPORT 65000 BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE 3645 MARKETPLACE BLVD SUITE 130-209 EAST POINT GA 30344 N/A PC GENERAL SUPPORT 340000 BLACK WOMEN FOR WELLNESS PO BOX 292516 LOS ANGELES CA 900297516 N/A PC GENERAL SUPPORT 200000 BOLD 1330 NE 132ND STREET NORTH MIAMI FL 33161 N/A PC GENERAL SUPPORT 150000 CABRILLO COLLEGE FOUNDATION THE SESNON HOUSE 6500 SOQUEL DRIVE APTOS CA 950033119 N/A PC CABRILLO COLLEGE CAREER TECHNICAL EDUCATION HIGH ACHIEVER SCHOLARSHIP 100000 CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE 1999 HARRISON STREET OAKLAND CA 94612 N/A PC GENERAL SUPPORT 300000 CALIFORNIA IMMIGRANT POLICY CENTER 634 S SPRING STREET SUITE 600A LOS ANGELES CA 900143906 N/A PC GENERAL SUPPORT 110000 CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE PO BOX 861766 LOS ANGELES CA 90086 N/A PC GENERAL SUPPORT 120000 CAPACITY SHOP 850 LAUREL STREET ALAMEDA CA 94501 N/A PC GENERAL SUPPORT, ARIZONA EMPOWER & PROTECT PROGRAM 105000 CARDEA 614 GRAND AVENUE SUITE 400 OAKLAND CA 946103562 N/A PC WISE 250000 CASA 8151 15TH AVENUE HYATTSVILLE MD 20783 N/A PC TPS ACTION FUNDING COLLABORATIVE 60000 CATCHAFIRE FOUNDATION 885 MISSION STREET SUITE D2 SAN FRANCISCO CA 94103 N/A PC CATCHAFIRE COHORT AND CATCHAFIRE CIVIC ENGAGEMENT EFFORTS 157000 CENTER FOR CIVIC POLICY PO BOX 27616 ALBUQUERQUE NM 871257616 N/A PC GENERAL SUPPORT 100000 CENTRAL VALLEY IMMIGRANT INTEGRATION COLLABORATIVE 5014 E UNIVERSITY AVENUE SUITE 101 FRESNO CA 93727 N/A PC GENERAL SUPPORT 60000 CHICAGO VOLUNTEER DOULAS PO BOX 5851 CHICAGO IL 60680 N/A PC GENERAL SUPPORT 25000 CHINESE PROGRESSIVE ASSOCIATION 436 14TH STREET OAKLAND CA 94612 N/A PC BLACK FUTURE'S LAB 50000 CLIMATE RESILIENT COMMUNITIES 3921 EAST BAYSHORE ROAD PALO ALTO CA 94303 N/A PC GENERAL SUPPORT 120000 COASTSIDE HOPE PO BOX 1089 EL GRANADA CA 940181089 N/A PC GENERAL SUPPORT 320000 COMMON CAUSE GEORGIA EDUCATION FUND 250 GEORGIA AVE SE SUITE 202 ATLANTA GA 30312 N/A PC GEORGIA OPERATIONS 50000 COMMON COUNSEL FOUNDATION 1624 FRANKLIN STREET SUITE 1022 OAKLAND CA 94612 N/A PC HIVE FUND 50000 COMMON DEFENSE EDUCATION FUND 251 W 30TH STREET NEW YORK NY 10001 N/A PC FOR THE ARIZONA OPERATIONS 100000 COMMUNITY INITIATIVES PO BOX 411512 SAN FRANCISCO CA 94141 N/A PC IMMIGRANTS RISING 270000 COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC 1861 BAY ROAD EAST PALO ALTO CA 94303 N/A PC GENERAL SUPPORT 250000 COMUNIDADES INDIGENAS EN LIDERAZGO CORP 4318 S MAIN STREET LOS ANGELES CA 90037 N/A PC GENERAL SUPPORT 60000 CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE PO BOX 5090 SAN MATEO CA 94403 N/A PC GENERAL SUPPORT 120000 DC ABORTION FUND PO BOX 65061 WASHINGTON DC 20035 N/A PC GENERAL SUPPORT 50000 DISABILITY LAW UNITED 1245 E COLFAX AVENUE SUITE 400 DENVER CO 80218 N/A PC GENERAL SUPPORT 95000 EYES OPEN IOWA 4000 WESTOWN PARKWAY SUITE 204 WEST DES MOINES IA 50266 N/A PC GENERAL SUPPORT AND WISE 175000 FAITH IN ACTION BAY AREA 1336 ARROYO AVE SAN CARLOS CA 940703913 N/A PC VOTER ENGAGEMENT EFFORTS IN SAN MATEO COUNTY 25000 FORWARD TOGETHER 300 FRANK H OGAWA PLAZA SUITE 700 OAKLAND CA 94612 N/A PC GENERAL SUPPORT 250000 FUERTE ART COLLECTIVE 110 NORTH 9TH AVENUE SUITE 912 PHOENIX AZ 85007 N/A PC GENERAL SUPPORT 65000 FUNDERS FOR REPRODUCTIVE EQUITY INC PO BOX 750 ROCKVILLE MD 208480750 N/A PC GENERAL SUPPORT 20000 GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL 1849 THE EXCHANGE SE SUITE 200 ATLANTA GA 30339 N/A PC WISE 145000 GEORGIA COALITION FOR THE PEOPLES AGENDA 501 PULLIAM STREET SUITE 410 ATLANTA GA 30312 N/A PC GENERAL SUPPORT 100000 GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES PO BOX 2178 PETALUMA CA 949532178 N/A PC GENERAL SUPPORT AND CA IMMIGRANT INFRASTRUCTURE & INNOVATION FUND 175000 GREATER BIRMINGHAM MINISTRIES 2304 12TH AVENUE NORTH BIRMINGHAM AL 35234 N/A PC GENERAL SUPPORT 140000 GROUNDSWELL FUND 436 14TH STREET STE 723 OAKLAND CA 946122709 N/A PC GENERAL SUPPORT 200000 HIAS 1300 SPRING ST STE 500 SILVER SPRING MD 209103634 N/A PC GENERAL SUPPORT 100000 HIP HOUSING DEVELOPMENT CORPORATION 364 S RAILROAD AVENUE SAN MATEO CA 944014024 N/A PC GENERAL SUPPORT 100000 HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY 2905 S EL CAMINO REAL SAN MATEO CA 944032730 N/A PC MILBRAE HOUSING WORK 100000 HUMAN RIGHTS FIRST 121 W 36TH STREET PMB 520 NEW YORK NY 10018 N/A PC REFUGEE SUPPORT 85000 IFWHENHOW 1730 FRANKLIN STREET SUITE 212 OAKLAND CA 94612 N/A PC GENERAL SUPPORT 300000 IMMIGRANT LEGAL RESOURCE CENTER 1458 HOWARD STREET SAN FRANCISCO CA 941032473 N/A PC GENERAL SUPPORT AND NEW AMERICANS CAMPAIGN 645000 IMMIGRATION INSTITUTE OF THE BAY AREA 2600 MIDDLEFIELD ROAD REDWOOD CITY CA 94063 N/A PC GENERAL SUPPORT 210000 INLAND COALITION FOR IMMIGRANT JUSTICE 2441 N SIERRA WAY SAN BERNARDINO CA 92405 N/A PC IMMIGRANT COALITION 20000 INSTITUTE FOR A PROGRESSIVE NEVADA 2657 WINDMILL PARKWAY SUITE 619 HENDERSON NV 890743384 N/A PC ORGANIZATIONAL EFFECTIVENESS 10000 INTERNATIONAL REFUGEE ASSISTANCE PROJECT ONE BATTERY PARK PLAZA 4TH FLOOR NEW YORK NY 10004 N/A PC GENERAL SUPPORT 85000 INTERNATIONAL RESCUE COMMITTEE INC 440 GRAND AVENUE SUITE 500 OAKLAND CA 94610 N/A PC GENERAL SUPPORT, NORTHERN CA OPERATIONS CAREER-BASED TRAINING SCHOLARSHIP PROGRAM, PATHWAYS TO CITIZENSHIP, AND GAZA CRISIS RELIEF 647500 JOBTRAIN INC 1200 O BRIEN DRIVE MENLO PARK CA 940251413 N/A PC GENERAL SUPPORT 250000 JUSTICE IN MOTION PO BOX 160128 BROOKLYN NY 11216 N/A PC GENERAL SUPPORT 62500 LEADING FOR CHANGE INC 55 E VERNON AVENUE PHOENIX AZ 85004 N/A PC LEADERS FELLOWSHIP AND GENERAL SUPPORT 30000 LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 740 15TH STREET NW SUITE 700 WASHINGTON DC 20005 N/A PC CHISPA PROGRAM 350000 LEGAL AID SOCIETY OF SAN MATEO CO 330 TWIN DOLPHIN DRIVE SUITE 123 REDWOOD CITY CA 94065 N/A PC LIBRE PROJECT 170000 LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 N/A PC GENERAL SUPPORT AND EXECUTIVE SENIOR LEADERSHIP DEVELOPMENT 150000 MAKE THE ROAD NEVADA 4250 E BONANZA ROAD SUITE 14 LAS VEGAS NV 89110 N/A PC NEVADA ENVIRONMENTAL JUSTICE COALITION 15000 MIDWEST ACCESS COALITION PO BOX 408363 CHICAGO IL 60640 N/A PC GENERAL SUPPORT 50000 NATIONAL CENTER FOR YOUTH LAW 1212 BROADWAY SUITE 600 OAKLAND CA 94612 N/A PC GENERAL SUPPORT 60000 NATIONAL IMMIGRATION PROJECT 2201 WISCONSIN AVE NW SUITE 200 WASHINGTON DC 20007 N/A PC GENERAL SUPPORT 70000 NATIONAL PARTNERSHIP FOR NEW AMERICANS 1818 S PAULINA ST CHICAGO IL 606082719 N/A PC NATIONAL IMMIGRANT INCLUSION CONFERENCE 15000 NATIONAL URBAN INDIAN FAMILY COALITION 4000 AURORA AVENUE N SUITE 102 SEATTLE WA 98103 N/A PC CIVIC ENGAGEMENT EFFORTS IN ARIZONA, NEVADA, AND NEW MEXICO 170000 NATIVE AMERICAN RIGHTS FUND 1506 BROADWAY BOULDER CO 80302 N/A PC GENERAL SUPPORT 100000 NEO PHILANTHROPY INC 1001 AVENUE OF THE AMERICAS 12TH FLOOR NEW YORK NY 10018 N/A PC BLACK MIGRANT POWER FUND, ELEVATOR SPEECH TRAINING, FOUR FREEDOMS FUND, LIBERATING ABORTION FUND, PATIENT FORWARD, SILVER STATE VOICES, STATE INFRASTRUCTURE FUND, STATES AT THE CENTER 1171400 NEW AMERICAN LEADERS 530 7TH AVE FL M1 NEW YORK NY 10018 N/A PC ARIZONA, NEVADA AND CALIFORNIA OPERATIONS 200000 NEW MEXICO BLACK LEADERSHIP COUNCIL 1258 ORTIZ SE 304 ALBUQUERQUE NM 87108 N/A PC THE NEW MEXICO BLACK VOTERS COLLABORATIVE 80000 NEW VENTURE FUND 1201 CONNECTICUT AVENUE NW SUITE 300 WASHINGTON DC 20036 N/A PC CENSUS EQUITY INITIATIVE PROJECT AND FAIR REPRESENTATION IN REDISTRICTING INITIATIVE 250000 NON-PROFIT HOUSING ASSOCIATION OF NORTHERN CALIFORNIA 49 STEVENSON SUITE 500 SAN FRANCISCO CA 94105 N/A PC GENERAL SUPPORT 80000 NORTH MAIN STREET FUND 114 NORTH MAIN STREET SUITE 203 CONCORD NH 03301 N/A PC SOMOS VOTANTES 75000 NUESTRA CASA DE EAST PALO ALTO 2396 UNIVERSITY AVENUE EAST PALO ALTO CA 94303 N/A PC GENERAL SUPPORT 150000 ONE ARIZONA 345 E PALM LANE PHOENIX AZ 85004 N/A PC GENERAL SUPPORT, ARIZONA ASIAN AMERICAN NATIVE HAWAIIAN AND PACIFIC ISLANDER FOR EQUITY COALITION, ARIZONA DEMOCRACY RESOURCE CENTER, AND WINGBEAT 88 490000 ONE EAST PALO ALTO 903 WEEKS STREET EAST PALO ALTO CA 94303 N/A PC GENERAL SUPPORT 150000 ONEJUSTICE 433 CALIFORNIA STREET SUITE 815 SAN FRANCISCO CA 941042012 N/A PC GENERAL SUPPORT 100000 PANGEA LEGAL SERVICES 391 SUTTER ST SUITE 500 SAN FRANCISCO CA 94104 N/A PC GENERAL SUPPORT 63000 PEAK GRANTMAKING 1701 PENNSYLVANIA AVE NW SUITE 200 WASHINGTON DC 20006 N/A PC GENERAL SUPPORT 15000 PENINSULA CONFLICT RESOLUTION CENTER 1670 S AMPHLETT BOULEVARD SUITE 115 SAN MATEO CA 94402 N/A PC GENERAL SUPPORT 200000 PENINSULA FAMILY SERVICE 24 SECOND AVENUE SAN MATEO CA 944013828 N/A PC GENERAL SUPPORT 80000 PLANNED PARENTHOOD MAR MONTE INC 1691 THE ALAMEDA SAN JOSE CA 951262203 N/A PC GENERAL SUPPORT 200000 POWER COALITION FOR EQUITY & JUSTICE 4930 WASHINGTON AVENUE NEW ORLEANS LA 70125 N/A PC GENERAL SUPPORT 235000 PREGNANCY JUSTICE 575 8TH AVE SUITE 700 NEW YORK NY 10018 N/A PC GENERAL SUPPORT 75000 PROGEORGIA 151 ELLIS STREET NE ATLANTA GA 30303 N/A PC GENERAL SUPPORT 150000 PROGRESSIVE LEADERSHIP ALLIANCE OF NEVADA 2330 PASEO DEL PRADO SUITE C109 LAS VEGAS NV 89102 N/A PC GENERAL SUPPORT 75000 PROGRESSNOW AZ INSTITUTE 345 E PALM LN PHOENIX AZ 85004 N/A PC GENERAL SUPPORT 55000 PUENTE DE LA COSTA SUR PO BOX 554 PESCADERO CA 940600554 N/A PC GENERAL SUPPORT AND CAPITAL CAMPAIGN 320000 RAVENSWOOD EDUCATION FOUNDATION PO BOX 396 MENLO PARK CA 940260396 N/A PC GENERAL SUPPORT 10000 RAVENSWOOD FAMILY HEALTH CENTER 1885 BAY ROAD EAST PALO ALTO CA 943031611 N/A PC GENERAL SUPPORT 120000 REDWOOD CITY ELEMENTARY 750 BRADFORD STREET REDWOOD CITY CA 940631727 N/A GOV REDWOOD CITY COMMUNITY SCHOOLS 150000 RUTGERS UNIVERSITY 57 US HIGHWAY 1 NEW BRUNSWICK NJ 089018554 N/A PC ANSWER, RUTGERS UNIVERSITY 100000 SAMARITAN HOUSE 4031 PACIFIC BLVD SAN MATEO CA 94403 N/A PC GENERAL SUPPORT 120000 SILICON VALLEY COMMUNITY FOUNDATION 2440 W EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 940401498 N/A PC CALIFORNIA BLACK FREEDOM FUND AND SAN MATEO COUNTY EQUITY WORK 200000 SOCIAL & ENVIRONMENTAL ENTREPRENEURS 4991 E MCKINLEY AVENUE SUITE 109 FRESNO CA 93727 N/A PC CENTRAL VALLEY AIR QUALITY COALITION 100000 SOCIAL GOOD FUND (IMMIGRANT DEFENSE ADVOCATES) 1215 39TH STREET SACRAMENTO CA 95816 N/A PC IMMIGRANT DEFENSE ADVOCATES 65000 SOCIAL GOOD FUND (UNITED STATELESS) 3 N COLUMBUS BLVD 224 PHILADELPHIA PA 19106 N/A PC UNITED STATELESS 60000 SOMOS UN PUEBLO UNIDO 1804 ESPINACITAS ST SANTA FE NM 87505 N/A PC NEW MEXICO ORGANIZING COLLABORATIVE 225000 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVENUE MONTGOMERY AL 361010548 N/A PC IMMIGRANT RIGHTS 50000 STARVISTA 610 ELM STREET SUITE 212 SAN CARLOS CA 940703070 N/A PC GENERAL SUPPORT 120000 STATE VOICES 1616 P STREET NW SUITE 220 WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 40000 TAHIRIH JUSTICE CENTER 6402 ARLINGTON BOULEVARD SUITE 300 FALLS CHURCH VA 220422333 N/A PC GENERAL SUPPORT 100000 TEEN HEALTH MISSISSIPPI 125 SOUTH CONGRESS STREET SUITE 1510 JACKSON MI 392013301 N/A PC WISE 80000 TEWA WOMEN UNITED PO BOX 397 SANTA CRUZ NM 875670397 N/A PC GENERAL SUPPORT 125000 THE FOUNDATION FOR CITY COLLEGE 160 CONVENT AVENUE SHEPARD 154 NEW YORK NY 10031 N/A PC ACRIVOS FELLOWSHIP, A.X. SCHMIDT SCHOLARSHIPS 150000 THE ORDINARY PEOPLE SOCIETY INC 403 WEST POWELL STREET DOTHAN AL 36303 N/A PC GENERAL SUPPORT 65000 THRIVE ALLIANCE REDWOOD SHORES 330 TWIN DOLPHIN DRIVE SUITE 155 REDWOOD CITY CA 94065 N/A PC NONPROFIT RACIAL JUSTICE SUMMIT 10000 TIDES CENTER 5470 W SPRUCE AVE ST 103 FRESNO CA 93727 N/A PC MOVE THE VALLEY 150000 TIDES FOUNDATION 1012 TORNEY AVENUE SAN FRANCISCO CA 941291755 N/A PC AZ OPERATIONS OF PODER LATINX COLLECTIVE FUND, ADVANCE NATIVE POLITICAL LEADERSHIP, ADVANCE NATIVE POLITICAL LEADERSHIP EDUCATION FUNDS 2024 NATIVE POWER BUILDING SUMMIT AND THE MAKE IT WORK EDUCATION FUND 215000 TO NIZHONI ANI PO BOX 657 KYKOTSMOVI AZ 860390657 N/A PC GENERAL SUPPORT 270000 TRAILHEAD INSTITUTE 999 BROADWAY SUITE 600 DENVER CO 80202 N/A PC WISE 160000 TRANS QUEER PUEBLO 1726 E ROOSEVELT STREET PHOENIX AZ 85006 N/A PC GENERAL SUPPORT 100000 UNITED WE DREAM NETWORK INC 1900 L ST NW STE 900 WASHINGTON DC 200365005 N/A PC GENERAL SUPPORT 50000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION 200 MCALLISTER STREET SAN FRANCISCO CA 94102 N/A PC CENTER FOR GENDER & REFUGEE STUDIES 90000 WEST FUND PO BOX 920088 EL PASO TX 79902 N/A PC GENERAL SUPPORT 100000 WILD WEST ACCESS FUND OF NEVADA 561 KEYSTONE AVENUE SUITE 398 RENO NV 89503 N/A PC GENERAL SUPPORT 25000 WOMEN ENGAGED 352 UNIVERSITY AVENUE SW SUITE N-120 ATLANTA GA 30310 N/A PC GENERAL SUPPORT 100000 WOMEN'S REFUGEE COMMISSION 15 W 37TH STREET NINTH FLOOR NEW YORK NY 10018 N/A PC GENERAL SUPPORT 85000 WORKMONEY FOUNDATION INC 790 N MILWAUKEE STREET SUITE 300 MILWAUKEE WI 53202 N/A PC PROJECT LA COSECHA IN ARIZONA AND NEVADA 50000 YES IN MY BACK YARD 1260 MISSION STREET SAN FRANCISCO CA 94103 N/A PC GENERAL SUPPORT 25000 YOUTH UNITED FOR COMMUNITY ACTION 2135 CLARKE AVENUE EAST PALO ALTO CA 94303 N/A PC GENERAL SUPPORT 150000 19425400 ASYLUM SEEKER ADVOCACY PROJECT INC 228 PARK AVENUE S SUITE 84810 NEW YORK NY 10003 N/A PC GENERAL SUPPORT 70000 CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE 1999 HARRISON STREET OAKLAND CA 94612 N/A PC GENERAL SUPPORT 300000 CALIFORNIA IMMIGRANT POLICY CENTER 634 S SPRING STREET SUITE 600A LOS ANGELES CA 900143906 N/A PC GENERAL SUPPORT 110000 COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC 1861 BAY ROAD EAST PALO ALTO CA 94303 N/A PC GENERAL SUPPORT 120000 COMUNIDADES INDIGENAS EN LIDERAZGO CORP 4318 S MAIN STREET LOS ANGELES CA 90037 N/A PC GENERAL SUPPORT 60000 GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES PO BOX 2178 PETALUMA CA 949532178 N/A PC CALIFORNIA IMMIGRANT JUSTICE INFRASTRUCTURE & INNOVATION FUND 240000 INTERNATIONAL REFUGEE ASSISTANCE PROJECT ONE BATTERY PARK PLAZA 4TH FLOOR NEW YORK NY 10004 N/A PC GENERAL SUPPORT 85000 INTERNATIONAL RESCUE COMMITTEE INC 440 GRAND AVENUE SUITE 500 OAKLAND CA 94610 N/A PC GENERAL SUPPORT, PATHWAYS TO CITIZENSHIP AND STATUS 400000 LEGAL AID SOCIETY OF SAN MATEO CO 330 TWIN DOLPHIN DRIVE SUITE 123 REDWOOD CITY CA 94065 N/A PC LIBRE PROJECT 170000 NATIONAL CENTER FOR YOUTH LAW 1212 BROADWAY SUITE 600 OAKLAND CA 94612 N/A PC GENERAL SUPPORT 60000 NATIONAL IMMIGRATION PROJECT 2201 WISCONSIN AVE NW SUITE 200 WASHINGTON DC 20007 N/A PC GENERAL SUPPORT 70000 ONEJUSTICE 433 CALIFORNIA STREET SUITE 815 SAN FRANCISCO CA 941042012 N/A PC GENERAL SUPPORT 100000 PANGEA LEGAL SERVICES 391 SUTTER ST SUITE 500 SAN FRANCISCO CA 94104 N/A PC GENERAL SUPPORT 63000 REDWOOD CITY ELEMENTARY 750 BRADFORD STREET REDWOOD CITY CA 940631727 N/A GOV REDWOOD CITY COMMUNITY SCHOOLS 150000 SOCIAL GOOD FUND (IMMIGRANT DEFENSE ADVOCATES) 1215 39TH STREET SACRAMENTO CA 95816 N/A PC IMMIGRANT DEFENSE ADVOCATES 65000 2063000 14 2601431 14 286307 18 2900712 0 5788450 0 5788450 0 0 0 0 0 0 0 1 1 1b(6) 1086666 GROVE ACTION FUND GROVE ACTION FUND PROVIDES THE FOUNDATION PROFESSIONAL SERVICES, INCLUDING ACCOUNTING, INVESTMENT ADVICE, CONSULTING, INFORMATION TECHNOLOGY, OFFICE MANAGEMENT AND HUMAN RESOURCES, AT NO COST TO THE FOUNDATION. 1c 338885 GROVE ACTION FUND GROVE ACTION FUND PROVIDES THE FOUNDATION ACCESS TO THE FUND'S OFFICE SPACE AND OFFICE EQUIPMENT AT NO COST TO THE FOUNDATION. 1 GROVE ACTION FUND 501(C)(4) COMMON DIRECTORS X X 1 ANDREW A GROVE AND EVA KASTEN GROVE PO BOX 1667 LOS ALTOS CA 94023 20077527 X X 1 679 SHARES A, 3,089 SHARES AAPL, 208 SHARES ADBE, 455 SHARES ADI, 325 SHARES AMP, 2,410 SHARES BALL, 7328538 2024-06-28 ACCOUNTING FEES 43200 6480 36720 ECOTRUST FOREST LLC 721 NW NINTH AVENUE SUITE 230 PORTLAND OR 97209 2019-10-29 1500000 LOAN MADE AT BELOW-MARKET INTEREST RATE TO SUPPORT CONSERVATION-BASED FOREST MANAGEMENT STRATEGIES WITH A KEY AIM BEING TO MITIGATE CLIMATE CHANGE. 1500000 NONE 04/30/20, 05/10/21, 5/2/22, 4/18/23, 8/15/23, 2/20/24, 6/7/24, 7/22/24, 8/15 MISSION DRIVEN FINANCE LLC 2245 SAN DIEGO AVENUE 121 SAN DIEGO CA 92110 2020-07-31 150000 LOAN MADE AT BELOW-MARKET INTEREST RATE TO PROVIDE RAPID AND CRITICAL FINANCING TO POST BONDS TO FREE IMMIGRANTS WHO ARE IN IMMIGRATION DETENTION. 150000 NONE 02/12/2021,3/2/2022,5/31/2022,8/30/2022, 3/21/2023, 9/11/2023, 11/30/2023, 1 CALIFORNIA REBUILDING FUND - G-SPV 1901 S BASCOM AVE SUITE 105 CAMPBELL CA 95008 2020-12-15 500000 THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. 500000 NONE 07/16/2021, 9/30/2022, 9/30/23, 11/22/2023, 12/5/2023, 6/10/2024, 8/30/2024 CALIFORNIA REBUILDING FUND - B-SPV 1901 S BASCOM AVE SUITE 105 CAMPBELL CA 95008 2022-09-02 417560 THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. 417560 NONE 9/30/2023, 11/22/2023, 12/5/2023, 6/10/2024, 8/30/2024 CALIFORNIA REBUILDING FUND - B-SPV 1901 S BASCOM AVE SUITE 105 CAMPBELL CA 95008 2022-09-13 274298 THE CALIFORNIA REBUILDING FUND IS A PUBLIC-PRIVATE PARTNERSHIP THAT ADDRESSES CALIFORNIA'S SMALL BUSINESSES' CAPITAL AND ADVISORY NEEDS AS THEY NAVIGATE POST-COVID RECOVERY. THIS PROGRAM WAS BUILT TO SERVE THE SMALLEST OF SMALL BUSINESSES THAT MAKE UP AN ESSENTIAL PART OF THE CALIFORNIA ECONOMY AND HAS AND WILL CONTINUE TO FOCUS ON HISTORICALLY UNDER-RESOURCED COMMUNITIES AND LEVERAGES THE CAPABILITIES AND EXPERIENCE OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS ACROSS THE STATE. 274298 NONE 9/14/2023, 11/22/2023, 12/5/2023, 6/10/2024, 8/30/2024 SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND CLASS B 28 LIBERTY ST NEW YORK NY 10005 2021-05-24 78462 THE SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND WAS CREATED BY COMMUNITY LENDERS IN THE SOUTHERN AND SOUTHEASTERN UNITED STATES TO PROVIDE ECONOMIC RECOVERY LOANS AND FREE BUSINESS ASSISTANCE TO SMALL BUSINESSES AND NONPROFITS FACING UNPRECEDENTED HEALTH AND ECONOMIC CHALLENGES. THE LOANS ARE DESIGNED TO REACH BUSINESSES AND NONPROFITS WITH 50 OR FEWER FULL-TIME EQUIVALENT EMPLOYEES AND HISTORICALLY UNDERSERVED BUSINESSES, INCLUDING THOSE IN LOW-INCOME AND RURAL COMMUNITIES AND BUSINESSES OWNED BY WOMEN AND PEOPLE OF COLOR. THROUGH THIS RECOVERY, THESE ORGANIZATIONS ARE CRITICAL TO PROVIDING JOBS AND RESOURCES TO COMMUNITIES ACROSS THE REGION. 78462 NONE 09/30/2021, 1/11/2022,6/30/23, 9/12/23, 12/14/23, 3/15/2024, 4/29/2024, 6/17 SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND CLASS B 28 LIBERTY ST NEW YORK NY 10005 2021-10-07 421538 THE SOUTHERN OPPORTUNITY AND RESILIENCE (SOAR) FUND WAS CREATED BY COMMUNITY LENDERS IN THE SOUTHERN AND SOUTHEASTERN UNITED STATES TO PROVIDE ECONOMIC RECOVERY LOANS AND FREE BUSINESS ASSISTANCE TO SMALL BUSINESSES AND NONPROFITS FACING UNPRECEDENTED HEALTH AND ECONOMIC CHALLENGES. THE LOANS ARE DESIGNED TO REACH BUSINESSES AND NONPROFITS WITH 50 OR FEWER FULL-TIME EQUIVALENT EMPLOYEES AND HISTORICALLY UNDERSERVED BUSINESSES, INCLUDING THOSE IN LOW-INCOME AND RURAL COMMUNITIES AND BUSINESSES OWNED BY WOMEN AND PEOPLE OF COLOR. THROUGH THIS RECOVERY, THESE ORGANIZATIONS ARE CRITICAL TO PROVIDING JOBS AND RESOURCES TO COMMUNITIES ACROSS THE REGION. 421538 NONE 1/11/2022, 6/30/23, 9/12/23, 12/14/23, 4/29/2024, 06/10/2024, 8/30/2024 NAVAJO POWER 2700 WOODLANDS VILLAGE BLVD SUITE 300-380 FLAGSTAFF AZ 86001 2021-09-30 750000 FOUNDED IN 2018 AS A MAJORITY NATIVE-OWNED PUBLIC BENEFIT CORPORATION, NAVAJO POWER DEVELOPS UTILITY-SCALE CLEAN ENERGY PROJECTS. ITS PRIMARY FOCUS IN PROJECT DEVELOPMENT IS PRIORITIZING THE NEEDS OF THE TRIBAL COMMUNITIES WHERE IT WORKS, INCLUDING TAKING INTO ACCOUNT TRADITIONAL PRACTICES AND USES OF THE LAND WHEN SITING AND DESIGNING PROJECTS. NAVAJO POWER WORKS PROACTIVELY TO CREATE OPPORTUNITIES FOR TRIBAL MEMBERS TO PARTICIPATE IN THE PROJECT'S FINANCING, DEVELOPMENT, AND OPERATION, BENEFITING DIRECTLY FROM THE JOBS, REVENUE, AND ELECTRICITY THE PROJECTS CREATE. 750000 NONE 08/13/21, 11/21/21, 3/8/22, 4/11/22, 5/20/22, 3/7/23, 12/13/23, 6/28/24, 9/3 IRC'S CENTER FOR ECONOMIC OPPORTUNITY PO BOX 152188 SAN DIEGO CA 92195 2021-11-15 500000 FORMED BY A PARTNERSHIP BETWEEN THE INTERNATIONAL RESCUE COMMITTEES CENTER FOR ECONOMIC OPPORTUNITY (IRC-CEO) AND THE REFUGEE INVESTMENT NETWORK (RIN), THE SOCIAL IMPACT FUND PROVIDES FINANCIAL ACCESS AND INCLUSION TO HUNDREDS OF IMMIGRANTS AND REFUGEES ACROSS THE UNITED STATES TO HELP NEW AMERICANS ESTABLISH A FINANCIAL FOOTHOLD. FUNDS WILL HELP BORROWERS SOURCE CREDIT-BUILDING, AUTO, EDUCATION, AND ACCESS ENTREPRENEURIAL CAPITAL TO START SMALL BUSINESSES 500000 NONE 2/16/22, 3/23/22, 5/17/22, 5/23/23, 8/18/23, 1/5/24, 2/16/24, 8/16/24, 9/20/ PEOPLE'S LAND CAPITAL (DIRT CAPITAL) 1428 FRANKLIN STREET OAKLAND CA 94612 2021-12-06 250000 TO SUPPORT RANCHO CORRALITOS, LLC, WHICH WAS ORGANIZED TO ACQUIRE A 177-ACRE PARCEL OF ORGANIC FARMLAND IN WATSONVILLE, CALIFORNIA, AND TRANSITION OWNERSHIP OF THE PROPERTY OVER TIME TO A GROUP OF FIRST- AND SECOND-GENERATION IMMIGRANT LATINO IMMIGRANT ORGANIC FARMERS AT A REDUCED COST. THIS PROJECT REPRESENTS A UNIQUE OPPORTUNITY TO INCREASE EQUITABLE LAND ACCESS FOR LATINO FARMERS TO HIGH-QUALITY FARMLAND AND PROMOTE LONG-TERM LAND STABILITY IN THE CENTRAL COAST REGION OF CALIFORNIA. 250000 NONE 6/9/2023, 12/13/2023, 6/18/2024, 12/13/2023, 6/28/2024, 9/30/2024 INGENUITY POWER 213 S 24TH STREET PHILADELPHIA PA 19103 2022-07-14 250000 THE WORKING POWER IMPACT FUND IS AN INVESTMENT VEHICLE DEDICATED SOLELY TO FOSTERING SCALED DEPLOYMENT OF COMMUNITY-BASED, CLEAN ECONOMY ASSETS THAT CENTER ECONOMIC EMPOWERMENT, LOCAL OWNERSHIP, AND DIRECT COMMUNITY BENEFITS WITHIN ALL ASPECTS OF CONSTRUCTION, OWNERSHIP, AND OPERATIONS. 250000 NONE 8/15/23, 11/16/23, 2/16/24, 5/13/24, 12/13/2023, 6/28/2024, 9/30/2024 WORKING POWER IMPACT FUND 213 S 24TH STREET PHILADELPHIA PA 19103 2022-07-14 500000 THE WORKING POWER IMPACT FUND IS AN INVESTMENT VEHICLE DEDICATED SOLELY TO FOSTERING SCALED DEPLOYMENT OF COMMUNITY-BASED, CLEAN ECONOMY ASSETS THAT CENTER ECONOMIC EMPOWERMENT, LOCAL OWNERSHIP, AND DIRECT COMMUNITY BENEFITS WITHIN ALL ASPECTS OF CONSTRUCTION, OWNERSHIP, AND OPERATIONS. 500000 NONE 8/15/23, 11/16/23, 2/16/24, 5/13/24, 12/13/2023, 6/28/2024, 9/30/2024 NEXLEGACY 201 TAYLOR ST SUITE E HUTTO TX 78634 2023-01-09 750000 NEXLEGACY IS A CONSTRUCTION COMPANY THAT PROVIDES SERVICES TO COMMUNITIES IN THE DEEP SOUTH IMPACTED BY NATURAL DISASTERS, SPECIALIZING IN RESIDENTIAL AND COMMERCIAL RECONSTRUCTION. MANY OF THE COMMUNITIES AFFECTED BY CLIMATE CHANGE IN THE US ARE PRIMARILY BLACK AND BROWN NEIGHBORHOODS, AND IT IS NEXLEGACY'S MISSION TO BRING THAT REPRESENTATION TO THE RECONSTRUCTION AND RECOVERY EFFORTS IN HISTORICALLY EXTRACTED AREAS. 750000 NONE 12/13/2023, 6/18/2024, 12/13/2023, 6/28/2024, 9/30/2024 ALEXANDRIA REAL ESTATE EQUITIES INC 67282 67282 ALPHABET INC 484946 484946 AMERICAN EXPRESS CO 150356 150356 AMERICAN HONDA FINANCE 158388 158388 AMERICAN TOWER CORP 58822 58822 AMGEN INC 148751 148751 ANHEUSER-BUSCH INBEV WORLDWIDE INC 139681 139681 AON CORP 144304 144304 APPLE INC 495162 495162 ASTRAZENECA FINANCE LLC 149470 149470 AT&T INC 155631 155631 BANK OF AMERICA CORP 213234 213234 BANK OF MONTREAL 243528 243528 BANK OF NOVA SCOTIA 232140 232140 BLACKROCK FUNDING INC 161837 161837 BRISTOL-MYERS SQUIBB CO 98669 98669 CANADIAN IMPERIAL BANK OF COMMERCE 162466 162466 CITIGROUP INC 659229 659229 CNH INDUSTRIAL CAPITAL LLC 81105 81105 COMCAST CORP 217509 217509 DTE ELECTRONIC CO 159447 159447 ELEVANCE HEALTH INC 164719 164719 EQUINIX INC 69723 69723 EUROPEAN INVESTMENT BANK 1197268 1197268 EVERSOURCE ENERGY 98544 98544 EXELON CORP 69222 69222 FIFTH THIRD BANCORP 152290 152290 GOLDMAN SACHS GROUP INC 164289 164289 HOME DEPOT INC 207162 207162 HOWARD UNIVERSITY 36887 36887 JPMORGAN CHASE & CO FXD 222050 222050 LOCAL INITIATIVES SUPPORT CORP 925924 925924 LOCKHEED MARTIN CORP 158481 158481 LOWE'S COS INC 154992 154992 MEDTRONIC GLOBAL HOLDINGS 161554 161554 MORGAN STANLEY 159512 159512 NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP 124544 124544 NEXTERA ENERGY CAPITAL HOLDINGS INC 119198 119198 PNC FINANCIAL SERVICES GROUP 660067 660067 SEMPRA ENERGY 146317 146317 SIMON PROPERTY GROUP LP 164070 164070 TRUIST FINANCIAL CORP 334087 334087 VERIZON COMMUNICATIONS INC 145577 145577 WASTE MANAGEMENT INC 160778 160778 15428124 15428124 12915391 12915391 BOSTON COMMON INTERNATIONAL SUSTAINABLE CLIMATE FUND LLC FMV 1056593 1056593 LBA REALTY FUND I, INC. FMV 50620 50620 LBA REALTY FUND II, INC. FMV 55613 55613 LBA REALTY FUND IV, LP FMV 61635 61635 LEGACY VENTURE V (QP), LLC AT COST 699882 907651 LEGACY VENTURE VI (QP), LLC AT COST 607836 3267344 MICROVEST FMV 748106 748106 MONTAGE CAPITAL II, L.P. AT COST 487874 645726 VENTURE LENDING AND LEASING VII, LLC AT COST 0 175030 LEGAL FEES 7014 0 7014 BLOOMLIFE INC NOTE 250000 362537 362537 ECOTRUST FOREST, LLC 1200000 1350000 1350000 HOUSING TRUST OF SILICON VALLEY NOTE 500000 2000000 2000000 MISSION DRIVEN FINANCE, LLC 116941 90733 90733 NAVAJO POWER LOAN 487500 600000 600000 GENBIOPRO, INC. RECOVERABLE GRANT 162298 100752 100752 RURAL COMMUNITY ASSISTANCE CORPORATION NOTE 450000 0 0 POSIGEN 675000 675000 675000 SOLAR HOLLER 112500 112500 112500 CA REBUILDING FUND 741267 536838 536838 SOAR CLASS A 346470 62831 62831 SOAR CLASS B 225000 0 0 COOPERATIVE ENERGY FUTURES CEF 292500 315000 315000 GRID ALTERNATIVES 353872 0 0 IRC'S CENTER FOR ECONOMIC OPPORTUNITY 425000 450000 450000 DIRT CAPITAL 200000 225000 225000 PIGEONLY 200000 200000 200000 INGENUITY POWER LLC 175000 175000 175000 WORKING POWER IMPACT FUND LLC 400000 375000 375000 NEXLEGACY 562500 487500 487500 MDF SUBORDINATION 320000 280595 280595 MEMBERSHIP DUES 103927 0 103927 SUBSCRIPTIONS 4391 0 4391 WEB HOSTING 2578 0 2578 OTHER MISCELLANEOUS 3722 0 3722 OTHER PARTNERSHIP INCOME 0 48704 0 UNREALIZED GAINS (LOSSES) ON INVESTMENTS 817642 OTHER PROFESSIONAL FEES 321841 328370 56112 EXCISE TAX 62000 0 0