2'9' t 3 a7' N e^^ 8 Form 990-P--I'' Return of Private Foundation OMB No 1545-0 or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers as It may public. 2017 Department of the Treasury ► on this form be made Int ernal Revenue Service ► Go to www.irs_gov/Form990PFfor instructions and the latest Information . •'' For calendar year 2017 or tax year baainnina 2017. and endina . 20 Name of foundation A Employer Identification number KORET FOUNDATION 94-1624987 Number-and street (or P 0 box number If mail is not delivered to street address ) Room/suite B Telephone number (see instructions)
611 FRONT STREET (415) 882-7740 City or town, state or province , country, and ZIP or foreign postal code q C If exemption application is ► pending , check hero , . SAN FRANCISCO, CA 94111 G Check all that apply- Initial return Initial return of a Tormer public charity D 1 Foreign organizations , check here. . ► O Final return Amended return 2 Foreign organtzaeons meeting the test , check here and attach . Address change9a Name change9a computation ...... 0. El H Check type of organization X Section 501 ( c)(3) exempt private foundation L1 E If private foundation status was terminated Section 4947 ( a)( 1 ) nonexem pt charitable trust Other taxable p rivate foundation under section 507(b )( 1)(A), check here . ► D I Fair market value of all assets at J Accounting method Cash Accrual F If the foundation i s in a 60-month tamunabon q end of year ( from Part II, col (c), line q Other (specify) under section 5o7( b)(1)(B). check here , ► 16 ) ► $ 608, 086, 853. ( Part I, column (d) must be on cash basis) (d) Disbursements Analysis of Revenue and Expenses (The (a) Revenue and (b) Net investment (c) Adjusted net for charitable total of amounts in columns (b), (c), and (d) per expboksboo income income purposes may not necessarily equal the amounts in o ks column (a) (see Instructions)) ( cash basis only)
I contributions, gilts, grants , etc, received (attach schedule) foundation 2 Check q if the is not required to ► attach Sch B . , 3 Interest on savings and temporary cash investments . 156,106. 150,060. 4 Dividends and interest from securities ... 6, 948, 652. 7, 000, 526. 5a Gross rents . T 21, 479, 186. 21, 479, 186. b Net rental incorne'rr(l s) it 12, 888, 693. d 6a Net gain or (loss ) from sale of assets not on line 10 3,014,775. C b Gross sales price for all 29,313,218. assets on line 6a cT 3, 014 , 775 . It y 7 Capital gain net income (from Part IV, line 2 ) . ILI 8 Net short- term capital gain...... 9 Income modifications ...... 10a Gross sales less returns 1Y1 and allowances . . . . G b Less Cost of goods sold c Gross profit or (loss) (attach schedule) , , , rn 11 Other income (attach schedule) 5TgH. J.. . 882. 882. 12 Total Add lines 1 through 11 31,599, 601. 31, 645, 429. t=3 13 Compensation of officers, directors , trustees, etc • 822, 051. 184, 695. 680, 732. W .. 1,418,388. 95,188. 1, 128,041. 0V y 14 Other employee salaries and wages ... O 15 Pension plans , employee benefits , , , . , 249, 944. 45,384. 203,781. 403, 185. 487, 309. X 16a Legal fees (attach schedule) ATCH 2 W b Accounting fees (attach schedule) ATCH 94, 663. 12,524. 79,789. > c Other professional fees (attach schedule) XT. H 2 1, 597, 699. 1,257, 839. 404f861. 17 Interest ...... 3, 013, 379. 1,554, 602. 1, 458f777. 18 Taxes (attach schedule) (see Instructions )[ 33. 1,709,193. 579, 122. 97f854. EE 19 Depreciation (attach schedule) and depletion . 1, 204, 842. 713,768. Q 20 Occupancy ...... 21 Travel , conferences , and meetings ...... 101 0 94,768., 7 6 8 . 1133,86, 8 611.. 9933,348., 3 4 8 . IV 22 Printing and publications ...... 23 Other expenses (attach schedule)ATC .4, 5, 929, 476. 5,178,569. 740, 045. 24 Total operating and administrative expenses. d Add lines 13 through 23 ...... 16, 547, 588. 9, 635, 552. 5,374,537. O 25 Contributions , gifts, grants paid ...... 38 , 634, 863. 39,968,321. 26 Total exp enses anddisbursements Add lines 24 and 25 55, 182, 451. 9, 635, 552. 0. 45, 342, 858. 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements . -23 , 582, 850. b Net investment income ( if negative, enter-0-) 22,009,877. c Adjusted net income ( if negative , enter -0-) . . JSA For Paperwork Reduction Act Notice, see Instructions . Form 99U-Pt (2017) 7E1410 10007FS51I M200 V 17-6F 14812 Form 990- PF (2017) KORET FOUNDATION 94-1624987 Paqe 2 Attached schedules and amounts in the Beginning of year End of year Balance Sheets description column should be for end-0l-year amounts only (See instructions) (a) Book Value (b) Book Value (c) Fair Market Value I Cash - non-interest-beanng ...... 1, 412, 333. 883, 483. 883,483 2 Savings and temporary cash investments ...... 30, 407, 295. 16, 336, 992. 16,336, 992 3 Accounts receivable ► ^ f r^ £Y Less ' allowance for doubtful accounts ► 15 `E' „ 4 Pledges receivable ► % 04 Less allowance for doubtful accounts ► 5 Grants receivable ...... 6 Receivables due from officers, directors , trustees, and other disqualified persons ( attach schedule) (see instructions) . . . 7 Other notes and loans receivable (attach schedule) 10- <, ,^„r.^.,^ ^'' • y :..' ^01-001110 Less allowance doubtful for accounts ► 8 Inventories for sale or use ...... U0 9 Prepaid expenses and deferred charges ...... 10a Investments - US and stale government obligations (attach schedule)(5.] 20, 043, 403. 20, 204, 195. 19, 944, 523. b Investments - corporate stock (attach schedule) ATCH 6 98, 178, 758. 89, 465, 525. 128, 571, 479. c Investments - corporate bonds (attach schedule) ATCH 7 42, 183, 569. 37, 176, 349. 36,267,66-8 11 Investments - land, buildings , 39,090,555. ; and equipment basis ► '=° Less accumulated depreciation ► 28, 180, 094. 11, 390, 000. 10, 910, 461'. 321, 676, 620. (attach schedule) 12 Investments - mortgage loans ...... 13 Investments - other (attach schedule) .....ATCH. 8 . , . 61, 345, 696. 61, 216, 391. 56,956,840 '. 14 Land buildings , and 13, 957, ti ar r x basis 1111. 389. . ; .;, 221m' s ': IWAam- Less accumulated depreciation 1, 862, 914. 12, 001, 927. 11, 594, 475. 11, 594, 475. (attach schedule) ATCH 9 ) 1, 522, 911. 6, 440, 973. 15, 854, 833. 15 Other assets (describe ► 16 Total assets ( to be completed by all filers - see the instructions Also, see page 1 , item l) . 278, 485, 892. 254, 228, 844. 608, 086, 853. 575 021 373 660. °%r> 17 Accounts payable and accrued expenses 1 ' ' 1 ' ' 18 Grants payable ...... 76,859, 254. 75,525,796. in 19 Deferred revenue ...... 20 Loans from officers , directors , trustees, and other disqualified persons, 21 Mortgages and other notes payable ( attach schedule) 78 r806,106. 78,864,162 ATCH'_ ti.w10;;_ tae,; J 22 Other liabilities (describe Is- ATCH 11 ) 6, 080, 197. 6, 882, 762.
23 Total liabilities ( add lines 17 through 22) 163 320 578. 162 646 380. M
Foundations that follow SFAS 117 , check here . . . . ► LXJ o- MW- •z _ m and complete lines 24 through 26, and lines 30 and 31. ,•^h.^l,^;^^ 24 Unrestricted ...... 115,165,314 91,582,464 . 3'Sq,,r1- 25 Temporarily restricted ...... t ; K 26 Permanently restncted ...... Foundations that do not follow SFAS 117, check here = and complete lines 27 through 31. y 27 Capital stock , trust principal, or current funds ...... d 28 Paid - in or capital surplus, or land, bldg , and equipment fund . . . . . f_yNr• - rA 29 Retained earnings , accumulated income , endowment, or other funds SAT w^^° ;^ : i 30 Total net assets or fund balances (see Instructions ). 115, 165, 314. 91, 582, 464 . Z 31 Total liabilities and net assets/fund balances (see k"'`?b instructions) 278, 485, 892. 254, 228, 844 Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return ) ...... 1 115, 165, 314 . 2 Enter amount from Part I, line 27a ...... 2 -23, 582, 85 -. 3 Other increases not included in line 2 ( itemize) ► 3 4 Add lines 1, 2, and 3 ...... 4 91,582,464. 5 Decreases not included in line 2 (Itemize) ► 5 6 Total net assets or fund balances at end of year ( line 4 minus line 5) - Part II, column (b ) , line 30 .. , 6 91,582,464. Form 990-PF (2017)
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701420 1 000 7FS51I M200 V 17-6F 14812 KORET FOUNDATION 94-1624987 Form 990-PF (2017) Page 3 Ca ital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (for example, real estate, acy,"red (c) Date acquired (d) Date sold 2-story brick warehouse, or common stock, 200 shs MLC Co) F- Purchase (mo. day, yr) (mo, day, yr ) D - Donation 1a SEE PART IV SCHEDULE b c d e Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales puce (f) (or allowable) plus expense of sale ((e) plus (f) minus (g)) a b c d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus Adjusted basis (k) Excess of col (i) col. (k), but not less than -0-) or f FMV as of 12/31/69 0) () as of 12/31/69 over col p), if any Losses (from col (h)) a b c d e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) { If (loss), enter -0- in Part I, line 7 } 2 3, 014, 775. 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) See instructions If (loss), enter In l Part I, line 8 . f 3 0 Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies , leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? q Yes q No If "Yes ," the foundation doesn't qualify under section 4940( e) Do not complete this part I Enter the appropriate amount in each column for each year, see the instructions before making any entries (a) (b) (o) (d) Base period years Distrib utionded ratio Adjusted qualifying distributions Net value of nonchanlable -use assets Calendar year (or tax year begmning In) (col (b ) divideded by col (c)) 2016 41,056,747. 520,378,566. 0.078898 2015 35,890,848. 552,679,324. 0.064940 2014 37,831,105. 532,777,775. 0.071007 2013 26,656,501. 390,251,305. 0.068306 2012 26,897,543. 386,391,357. 0.069612
2 Total of line 1 , column (d) ...... 2 0.352763 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5 0, or by the number of years the foundation has been in existence if less than 5 years ...... 3 0.070553
4 Enter the net value of noncharitable - use assets for 2017 from Part X, line 5 .. 4 514, 435,181.
g 36,294,945. 5 Multiply line 4 by line 3 ......
6 Enter 1 % of net investment income (1% of Part I , line 27b) ...... 6 220, 099.
7 Add lines 5 and 6 ...... 7 36,515,044.
8 Enter qualifying distributions from Part XII, line 4.... 45, 342,583. If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate See the Part VI Instructions JS` Form 990-PF (2017) 7E1430 1 000 7FS51I M200 V 17-6F 14812 Form 990 -PF (2017) KORET FOUNDATION 94-162498 7 Page4 Excise Tax Based on Investment Income (Section 4940(a). 4940(b). 4940 ( e). or 4948 - see instructions) Yam 1a Exem pt operating foundations desmbed In sedlon 4940(d)(2), check here ► and enter "NIA" on Ilse 1 - Date of ruling or determination letter (attach copy of letter If necessary • see Instructions ) OW-1 b Domestic foundations that meet the section 4940 ( e) requirements in Part V, check 1 220, 099.
here ► X and enter 1 % of Part I, line 27b ...... ^" ( yf. a,^t?^,^+^ , -^•:,; c All other domestic foundations enter 2 % of line 27b Exempt foreign organizations enter 4% of Part I, line 12 , col (b) 2 Tax under section 511 ( domestic section 4947( a)(1) trusts and taxable foundations only, others, enter -0-) 2 3 Add lines 1 and 2 ...... 3 220, 099. 4 Subtitle A ( income) tax (domestic section 4947( a)(1) trusts and taxable foundations only, others , enter -0-) 4 0. 5 Tax based on investment income . Subtract line 4 from line 3 If zero or less, enter -0- ...... 5 220, 099. tty'•7' an%j k Y``' 6 Credits/Payments : a 2017 estimated tax payments and 2016 overpayment credited to 2017. 6a 211,234. ^ds-;, •• to Exempt foreign organizations - tax withheld at source , , , , , , , , , , , , , c Tax paid with application for extension of time to file (Form 8868), , , , 6c 20, 000. d Backup withholding erroneously withheld ...... 6d 7 Total credits and payments Add lines 6a through 6d ...... 7 2 31, 2 34 . 8 Enter any penalty for underpayment of estimated tax Check here 0 if Form 2220 is attached . . . . , . . 8 9 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed . • , , , , , , , , , , , , , , ► 10 11,135. 10 Overpayment. If line 7 is more than the total of lines 5 and 8 , enter the amount overpaid , , , , , , ► 11, 11 Enter the amount of line 10 to be Credited to 2018 estimated tax ► 135. Refunded ► 11 Statements Regarding Activities 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it ,n participate or intervene in any political campaign? ...... 1a X b Did it spend more than $100 during the year ( either directly or indirectly) for political purposes? See the instructions for the definition ...... 1 b X If the answer is "Yes" to 1a or 1b, attach a detailed descnption of the activities and copies of any materials published or distributed by the foundation in connection with the activities RENN c Did the foundation file Form 1120 - POL for this year? , , , , • , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1c X d Enter the amount ( if any) of tax on political expenditures ( section 4955 ) imposed during the year V
(1) On the foundation ► $ (2) On foundation managers ► $ e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed z on foundation managers ► $ rA. 101 2 Has the foundation engaged in any activities that have not previously been reported to the IRS? . . . . • . . , • ...... 2 X If "Yes ," attach a detailed description of the activities.
3 Has the foundation made any changes , not previously reported to the IRS, in its governing instrument , articles of C'^:t ,.f, S1^,ft incorporation , or bylaws , or other similar instruments? If "Yes ," attach a conformed copy of the changes , , , , , , , , , , . 3 X 4a Did the foundation have unrelated business gross income of $1 , 000 or more during the year? ...... 4a X b If "Yes ," has it filed a tax return on Form 990-T for this year? , , , . , , . . • ...... 4b 5 Was there a liquidation , termination , dissolution , or substantial contraction during the year?, , , , , , , , , , , , , , , , , , 5 X If "Yes ," attach the statement required by General Instruction T := an 6 Are the requirements of section 508 (e) (relating to sections 4941 through 4945) satisfied either • By language in the governing instrument, or • By state legislation that effectively amends the governing instrument so that no mandatory directions that sp' conflict with the state law remain in the governing instrument? ...... 6 X 7 Did the foundation have at least $5 , 000 in assets at any time during the year? If "Yes," complete Part II, col (c), and Part XV 7 X ?`° 8a Enter the states to which the foundation reports or with which it is registered See instructions ► ¢ CA, b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No," attach explanation ...... X 9 Is the foundation claiming status as a private operating foundation within the meaning of section 49420)(3) or MIWIV^ 4942(1)(5) for calendar year 2017 or the tax year beginning in 2017? See the instructions for Part XIV If "Yes," X )/111/ complete Part XIV ...... 10 Did any persons become substantial contnbutors during the tax year? If "Yes," attach a schedule listing their names and addresses 1 1 0 1 1 X Form 990-PF (2017)
Asa 7E 1440 1 000 7FS51I M200 V 17-6F 14812 Form990-PF(2017) KORET FOUNDATION 94-1624987 Page 5
^k . Yes No 11 At any time during the year, did the foundati on, directly or i ndirectly , own a controlled entity within the meaning of section 512 (b)(13)? If "Yes," attach schedule See instructions ...... 11 X 12 Did the foundation make a distri bution to a donor advised fund over which the foundation or a disqualified person had advisory privileges? If "Yes," attach statement See instructions ...... 12 X 13 Did the foundation comply with the public i nspect ion requirements for its annual returns and exempti on application? 13 X WWW.KORETFOUNDATION.ORG Website address ► MARLENA WONG, KORET FDN 41-5-882-7740 14 The books are in care of ► Telephone no ► Located at ,,611 FRONT STREET SAN FRANCISCO, CA ZIP+4 ► 94111 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990- PF in lieu of Form 1041 - check here ...... ► . . . . 15 and enter the amount of tax-exempt interest received or accrued during the year ...... ► 16 At any time during calendar year 2017 , did the foundation have an interest i n or a signature or other authority Yes No over a bank , securities, or other financial account in a foreign country9 ...... 16 X See the instructions for except i ons and filing requirements for FinCEN Form 114 If `Yes,' enter the name of r aw ~ ; the forei g n count ► Statements Re g ardin g Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. Yes No 1 a During the year, did the foundation (either directly or indirectly) (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...... q Yes Q No ,F. (2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from ) a disqualified person? ...... Yes X No (3) Furnish goods , services , or facilities to (or accept them from) a disqualified person? , . . . . . Yes X No (4)() Payy compensation to, or pay or reimburse the expenses of, a di squalified person ...... X Yes No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person )? ...... q Yes No (6) Agree to pay money or property to a government official? (Exception . Check " No" if the 5 F • }^ foundation agreed to make a grant to or to employ the official for a period after gs -_ termination of government service, if terminating within 90 days ) ...... q Yes No b If any answer is "Yes" to la(1 )-(6), did any of the acts fall to qualify under the exceptions described in Regulations section 53 4941 (d)-3 or in a current notice regarding disaster assistance? See instruct ions ...... 1 b X q Organizations relying on a current not ice regard i ng disaster assistance , check here ...... ► §Y c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts , that _ were not corrected before the first day of the tax year beginn i ng in 2017? ...... 1 c X 2 Taxes on failure to distribute income ( section 4942 ) (does not apply for years the foundation was a private operating foundation defined in section 4942 0)(3) or 4942(j)(5)) ti a At the end of tax year 2017 , did the foundation have any undistr i buted income (lines 6d and •' 6e, Part XIII ) for tax year(s) beginning before 2017 ? ...... q Yes © No E fr" V
If "Yes ," list the years ► b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942 (a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? ( If applying - section 4942 ( a)(2) to sa all years listed , answer "No" and attach statement - see instructions) ...... 2b c If the provisions of section 4942 (a)(2) are being applied to any of the years listed in 2a , list the years here
3a Did the foundation hold more than a 2% direct or indirect i nterest in any business enterprise s y= . at any time during the year? ...... q Yes © No k; ?;dry b If "Yes," did it have excess business holdings in 2017 as a result of (1) any purchase by the foundation or disqualified persons after May 26 , 1969; (2) the lapse of the 5-year period (or longer penod approved by the Commissioner under section 4943 ( c)(7)) to dispose of holdings acquired by gift or bequest, or (3) the lapse of the 10-, 15-, or 20 -year first phase holding period? (Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2017 ) ...... 3b 4a Did the foundation i nvest during the year any amount in a manner that would jeopardize i ts charitable purposes 4a X b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2017" 4b X Form 990-PF (2017)
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7E1450 1 000 7FS51I M200 V 17-6F 14812 .1 J^
Form 990 -PF (2017) KORET FOUNDATION 94-1624987 Page6 Statements Regarding Activities for Which Form 4720 May Be Required (continued) 5a During the year, did the foundation pay or incur any amount to W-11^ Yes No (1) Carry on propaganda , or otherwise attempt to influence legislation (section 4945 ( e))? , q Yes q No (2) Influence the outcome of any specific public election (see section 4955 ), or to carry on,'' directly or indirectly, any voter registration drive?. . . . . • Yes FX] (3) Provide a grant to an individual for travel , study , or other similar purposes? ...... Yes LXJ No (4) Provide a grant to an organization other than a charitable, etc, organization described in (l A ,^ section 4945(d)(4)(A)? See instructions ...... • . . . . • . . . • • ...... • Efl Yes q No (5) Provide for any purpose other than religious , charitable , scientific, literary, or educational purposes , or for the prevention of cruelty to children or animals? • . . . . • ...... q Yes Q No b If any answer is "Yes" to 5a(1) -(5). did any of the transactions fail to qualify under the exceptions described In ° Regulations section 53 . 4945 or in a current notice regarding disaster assistance? See instructions ...... • . . . . 5b X q Organizations relying on a current notice regarding disaster assistance , check here . . . . . ► ;r' €°""^ ` >v}> :^' C3Ct c if the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax ^ .,.,,Fpeq•Y; ^;^ti;^ because it maintained expenditure responsibility for the grant? ...... q Yes q No If "Yes," attach the statement required by Regulations section 53 4945 -5(d). ATCH 2 1 6a Did the foundation , during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ...... • El Yes Q No g?:r b Did the foundation , during the year , pay premiums , directly or indirectly, on a personal benefit contract? ...... 6b X If "Yes" to 6b, file Form 8870 t°r 7a At any time during the tax year , was the foundation a party to a prohibited tax shelter transaction? , , q Yes No b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? ...... 7b
1 List all officers, directors. trustees. foundation managers and their comoensation. See instructions. a Com fensatio, n (d) Contributions to Expense account, (a) Name and address (b) horsu pef k9e (c) (if paid , employee benefit plans (e) devoted to osiion enter -0 • and deferred compensation other allowances
ATCH 12 822,051. 128,966. 2,520.
z Gompensauon of rive nignest-paia employees (other than those included on line 1 - see instructions). It none, enter "NONE." (b) Title, and average (d) Contributions to employee benefit (a) Name and address of each employee paid more than $50, OOD hours per week (c) Compensation (e) Expense account, devoted to position plans and deferred other allowances compensation
ATCH 13 746,351. 268,121. 1,103.
Total number of other em ployees p aid over $50,000.. .. ► 4 Form 990-PF (2017)
J&A 7E1480 1 000 7FS51I M200 V 17-6F 14812 KORET FOUNDATION 94-1624987
Form 990-PF (2017) Page 7 Information About Officers, Directors, Trustees , Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five highest- paid independent contractors for professional services . See instructions . If none , enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
ATCH 14 1,645,553
Total number of others receiving over $50,000 for professional services , , ► 2 Summary of Direct Charitable Activities
List the foundation 's four largest direct charitable activities dung the tax year Include relevant statistical information such as the number of Expenses organizations and other beneficiaries served , conferences convened , research papers produced , etc NONE
2
3
4
Summary of Program-Related Investments (see instructions) Describe the two largest program -related investments made by the foundation during the tax year on lines 1 and 2 Amount NONE
2
All other program -related investments See instructions 3 NONE
Total. Add lines 1 through 3 , ► Form 990-PF (2017)
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7E1485 1 000 7FS51I M200 V 17-6F 14812 KORET FOUNDATION 94-1624987 Form 990• PF (2017) Page 8 Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.) I Fair market value of assets not used (or held for use ) directly in carrying out charitable , etc, purposes a Average monthly fair market value of securities ..... , ...... 1a 182, 319, 665. b Average of monthly cash balances ...... 1b 25,436f759' c Fair market value of all other assets (see instructions)...... 1c 314,512,795' d Total (add lines 1a , b, and c) ...... 1d 522, 269, 219. e Reduction claimed for blockage or other factors reported on lines 1 a and 1 c (attach detailed explanation) ...... 1 e 1.2 2 Acquisition indebtedness applicable to line 1 assets ...... 2 3 Subtract line 2 from line ld ...... 3 522, 269, 219. 4 Cash deemed held for charitable activities Enter 1 1/2 % of line 3 (for greater amount, see instructions ) ...... 4 7, 834, 038. 5 Net value of noncharitable -use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 5 514, 435, 181 . 6 Minimum investment return . Enter 5% of line 5 6 25, 721, 759. Distributable Amount (see instructions) (Section 49420)( 3) and 0)( 5) private operating foundations and certain foreign organizations , check here ► and do not complete this part ) 1 Minimum investment return from Part X, line 6 ...... 1 25,721,759. _ 2a Tax on investment income for 2017 from Part VI, line 5 ...... 2a 220, 099. b Income tax for 2017 (This does not include the tax from Part VI) .. 2b c Add lines 2a and 2b ...... c 220, 099. 3 Distributable amount before adjustments Subtract line 2c from line 1 ...... 3 25, 501, 660. 4 Recoveries of amounts treated as qualifying distributions ...... 4 5 Add lines 3 and 4 ...... 5 25f501,660' 6 Deduction from distributable amount ( see instructions)...... 6 7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1. 7 25,501f660' Qualifying Distributions (see instructions)
1 Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes a Expenses , contributions , gifts, etc - total from Part I , column (d), line 26 ...... I 45, 342, 583. b Program - related investments - total from Part IX-B ...... 1 b 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes ...... 2 3 Amounts set aside for specific charitable projects that satisfy the ^x a Suitability test (prior IRS approval required ) ...... 3a b Cash distribution test (attach the required schedule) ...... 3b 4 Qualifying distributions . Add lines la through 3b Enter here and on Part V, line 8 , and Part XIII , line 4 4 45,342,583* 5 Foundations that qualify under section 4940( e) for the reduced rate of tax on net investment income Enter 1 % of Part I, line 27b See instructions ...... 5 220, 099. 6 Adjusted qualifying distributions . Subtract line 5 from line 4 ...... 6 45,122,484a Note : The amount on line 6 will be used in Part V, column (b), in subsequent years when ca lculating whether the foundation qualifies for the section 4940 (e) reduction of tax in those years Form 990-PF (2017)
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7E1470 1 000 7FS51I M200 V 17-6F 14812 't' 4
KORET FOUNDATION 94-1624987
Form 990 -PF (2017) Page 9 Undistributed Income (see instructions) (a) (b) (c) (d) Years prior 2016 2017 1 Distributable amount for 2017 from Part XI , Corpus to 2016 st line 7 ...... E4 , a - r 4ti^,x" _s .o 25, 501, 660. 2 Undistributed income, if any, as of the end of 2017 sir;w^ `r ^' ; y k '^ } ELIW-116-W^'! vk a Enter amount for 2016 only , a^'W a^ b Total for prior years 20 15 20 14 ,20 13 ^ w3rY ^> :`-is^rs> £ ^ s V'o + ^ k,.. . '; 'N^ }' i. ''•^+ 3 Excess distributions carryover, if any, to 2017 h^` 1^ etc^ '^''rc.a ,hy • `''?T =^ .r,, t yF,t r ;s:_• . a From 2012 ...... 7,935,759. b From 2013 ...... 7,564,966. ,. ° r s r r'^ ,:•^ } ti f 7t t, t^ •.^ ai. a.6J c From 2014 . . . . . 15 , 445 , 914 . it aa t^`'r`'i 9P .t = ^r fi cs:, 677, d From 2015 , , , , . , 8, 949. 8, e From 2016 ... .. 15,398,005. = `>ts i, i.^F f Total of lines 3a through e ...... 55, 022, 593 ^'i -}o: 7 3".^'? i .^' kF^`1BS.if tf•P` -C. -j 4 Quahfymg distributions for 2017 from Part XII, li,.:-•. LIPMEg" .i, line 4• No- $ 45,342, 583 ;w ' _; •^"ai'u^iv.{ : ct^ a Applied to 2016 , but not more than line 2a . 0 ,4 IN-Eli W b Applied to undistributed income of prior years t^ HIM (Election required - see instructions) . . . . . ^ . ss : 3 s c Treated as distributions out of corpus ( Election required - see instructions ) Er ^ ^^ •: .;Y `a d Applied to 2017 distributable amount , , , , ea 7 AA-,AM A WKWAMEMW6 f9 25,501,660. r z fi.^ s M e Remaining amount distributed out of corpus . . 19'840'923• ' 'M s- r - •1 w x .,< <' ^:z 5 Excess distributions carryover a pplied to 2017 NMI a , + (if an amount appears in column (d), the same amount must be shown in column (a)) y^y(sx,:^ ^'rt^p+y^' = ax. .^r^l;C s 6 Enter the net total of each column as ,., ^ •, ,, , ^,^-;' t indicated below : i^ ..^ $3 `^ 7*'"y 5 a Corpus Add lines 3f, 4c, and 4e Subtract line 5 74 863 516.`" , " .x b Prior years' undistributed income Subtract ~ tMr Ime 4b from Ime 2b. . . . a%'11fi,1111-.t V`:'• '. ;, ,^^:. c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued , or on which the section 4942 (a) ' • Jr'•`_ `^ tax has been previously assessed ......
d Subtract line 6c from line 6b Taxable• y'F•fiJ. amount instructions - see ...... M e Undistributed income for 2016 Subtract line . ht^ ,ti ,: •' ' ' c ; 'k 4a from line 2a Taxable amount see ;>) ^xt instructions ^ 4 ' r l^^a '1 - >yr>^nV^t'xF^^`.,•^xatn^ S"TY. a..,^' ''}•; f Undistributed income for 2017 Subtract lines 5'„ 4d and 5 from line 1 This amount must be a1'n r'^F{ .lw-Rif cS • L t c? et+ ..}:1v distributed in 2018 ...... 7 Amounts treated as distributions out of corpus to satisfy requirements Imposed by section .^ l ,,`^ "_', -'" °^^• 170(b)(1)(F) or 4942 ( g)(3) (Election may be required -see instructions ) . . . . eax a.a ^f oaarc, :w, __ .,t; yt' NWP^HA 8 Excess distributions car over from 2012 not W, A _^ 7 PINK •'c'^• applied on line 5 or line 7 (see instructions ) . ' 935 '759 . • ' xCx:^a&at ,^, a-r^ ° ,.;se^• ;..•r - :^tx:g_ p;tia- 9 Excess distributions carryover to 2018 . 66'927 757 x'"'' Subtract lines 7 and 8 from line 6a ...... '. s' . ry;. ,.c, M.,,., .+'^_, r_v„ eec a i fi•, fi';,Yti' ''4'R ( ''wv"X'' 10 Analysis of line 9. '}-'° •,> 7,564,966. : F+ , n .. =' n,3 A's:•r a Excess from 2013. ' ° 15, 445, 919 • b Excess from 2014 ZA; " ^^;,F t.w^^°.b :x c Excess from 2015 ,6 7,949. •:: 4?`>^v^ y^t::Y^ 15 T9 d Excess from 2016 . ' e Excess from 2017 840, 923. 4 ri x Y r^r • ,;, . .,' Form 990-PF (2017)
JSA
7E1480 1 000 7FS51I M200 V 17-6F 14812 Form 990-PF (2017) KORET FOUNDATION 94-1624987 Page 10 Private Operating Foundations ( see instructions and Part VII-A, q uestion 9) NOT APPLICABLE 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and ruling the is effective for 2017, enter the date of the ruling ...... ► b Check box to indicate whether the foundation is a private operating foundation described In section 49420)(3) or L_J 494())(5) Tax year Prior 3 years 2 a Enter the lesser of the ad- et Total justed net income from Part (a) 2017 (b) 2016 (e) 2015 (d) 2014 I or the minimum investment return from Part X for each year listed ...... b 85% of line 2a . . . . .
c Qualifying distributions from Part XII, line 4 for each year listed , of Amounts included in line 2c not used directly for active conduct of exempt activities . . . . . e Qualifying distributions made directly for active conduct of exempt activities Subtract fine 2d from line 2c , , , , , , 3 Complete 3a, b, or c for the alternative test relied upon a "Assets" alternative test - enter
(1) Value of all assets. . (2) Value of assets qualifying under section 4942 f )(3)(9)O . . . b 'Endowmenr alternative test- enter 2/3 of minimum invest- ment return shown in Part X. line 6 for each year listed , , C "Support' altematrve test - enter (1) Total support other then gross investment income (interest , dMdends, rents, payments on securities loans ( section 512( e)(5)), or royalties) , , , , , (2) Support from general public and 5 or more exempt organizations as provided in section 4942 G)(3)(e)Uu9 . . . . . ( 3) Largest amount of sup- port from an exempt organization, , , , , 4 Gross Investment Income Supplementary Information ( Complete this part only if the foundation had $5 , 000 or more in assets at any time during the year - see instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2) ) SEE ATTACHMENT 20 b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest
N/A 2 Information Regarding Contribution , Grant , Gift, Loan, Scholarship , etc., Programs: Check here Ill- q if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the foundation makes gifts, grants , etc, to individuals or organizations under other conditions, comp lete items 2a, b, c, and d See I nstructions a The name, address, and telephone number or email address of the person to whom applications should be addressed- ATCH 15 b The form in which applications should be submitted and information and materials they should include
ATCH 16 c Any submission deadlines
SEE ATTACHMENT 16 d Any restrictions or limitations on awards , such as by geographical areas , charitable fields, kinds of institutions, or other factors SEE ATTACHMENT 16 JSA 7121490 1 000 Foram 990-PF (2017) 7FS511 M200 V 17-6F 14812 KORET FOUNDATION 94-1624987 Form 990-PF (2017) Page Supplementary Information (continued) 3 Grants and Contributions Paid Durina the Year or Aooroved for Future Payment Recipient If recipient is an Individual, show any relationship to FstatusoPurposef of grant or Amount any foundaUon manager ontnbutton Name and address ( home or business) or substantial contributor recipient a Paid during the year SEE ATTACHMENT 19 39,968,321.
Total ...... ► 3a 39,968,321. b Approved for future payment SEE ATTACHMENT 19 22,194,516.
Total ► 3b 22, 194, 516. JSA Form 990-PF (2017) 7E1491 1 000
7FS51I M200 V 17-6F 14812 KORET FOUNDATION 94-1624987 Form 990 -PF (2017) Page 12 Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicated Unrel ated business income Excluded by section 512, 513, or 514 (e) Related or exempt ( (b) (^) (d) (a) function income ausinesscode Amount Exdusioncode Amount 1 Pro ram service revenue ( See instructions a b c d a f 9 Fees and contracts from government agencies 2 Membership dues and assessments . . . . 14 156,106. 3 trit e rest on savings and temporary cash Investments 14 6, 948, 652 . 4 Dividends and Interest from securities . . 5 Net rental income or (loss) from real estate i.^ !.A+"^iTINA AWif ,5 -5 Rt9t`fa a Debt-financed property ...... b Not debt-financed property ...... 16 12, 888, 693. 6 Net rental income or (loss) from personal property 14 7 Ot h er investment income ...... 2 8 Gar n or (loss ) from sales of assets other than inventory 1 8 3, 019, 775. 9 Net income or ( loss) from special events • - 10 Gross profit or (loss) from sales of inventory. 11 Ot h er revenue. a b c d e 12 Subtotal. Add columns (b), (d), and (e) . . . _____' ¢ 3 r i 23, 009, 108 . 13 Total . Add line 12, columns (b), (d), and (e), ...... 13 23,009,108 . (See worksheet in line 13 instructions to verify calculations ) Relationship of Activities to the Accomplishment of Exempt Purposes Line No. Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the y accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes) (See instructions )
JSA Form 99U-PF (2017) 7E1492 1 000 7FS51I M200 V 17-6F 14812 Form990 - PF(2017 ) KORET FOUNDATION 94-1624987 page 13 Information Regarding Transfers to and Transactions and Relationships With Noncharitable Exempt Organizations 1 Did the organization directly or indirectly engage in any of the following with any other organization described 0 Yes No In section 501 (c) (other than section 501(c)(3) organizations ) or in section 527, relating to political 3organizations?i^K a Transfers from the reporting foundation to a noncharitable exempt organization of k"11 ;"; (1) Cash ...... 1a1 X (2) Other assets ...... 1a(2)1 X b Other transactions - 5 13-M-9 (1) Sales of assets to a noncharitable exempt organ ization ...... lb ( l ) X (2) Purchases of assets from a nonchantable exempt organization ...... 1 b ( 2)1 1 X (3) Rental of facilities , equipment , or other assets ...... W3 11 X (4) Reimbursement arrangements ...... 1b( 4) (5) Loans or loan guarantees ...... INS) (6) Performance of services or membership or fundraising solicitations ...... lb ( 6) c Sharing of facilities , equipment , mailing lists, other assets , or paid employees ...... 1c d If the answer to any of the above is "Yes ," complete the following schedule Column (b) should always show the fair market value of the goods , other assets , or services given by the reporting foundation If the foundation received less than fair market
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations q described in section 501(c) (other than section 501(c)(3)) or in section 527? ...... [:1 Yes No In If "Yas " cnmoletp thw following schPduI (a) Name of organization ( b) Type of organization (c) Description of relationship
Under penalties of perjury , I declare that I have examined this return, including accompanying schedules and statements and to the best of my knowledge and belief it is true, correct, and complete Declaration of preparer (other than taxpayer) Is based on all Information of which preparer has any knowledge ' J May the IRS discuss this return Sign I ,/ 10 1al E 'DIRECTOR OF FINANC E with the preparer shown below? Here Signature of officer or trustee Date
P Int/Type preparers name Prepa a si atu Paid ltdra J^,l(c ^ Cod}
U- I Flar GI Use Only
JSA
7E1493 1 000 2017 FORM 990-PF KORET FOUNDATION 94-1624987 FORM 990-PF - PART IV (APITAI [,GINS ANl 1 flSSFS FIR TAY nN INVFSTMFNT INrfMF P Kind of Property Description Date Date sold D acquired Gross sale Depreciation Cost or FMV Adj. basis Excess of Gain price less allowed/ other as of as of FMV over or expenses of sale allowable basis 12 / 31 /69 12/31/69 ad i basis (loss)
PUBLICLY TRADED SECURITIES VARIOUS VARIOUS 25549617. 23720222. 1,829,395.
BCP VI PRIVATE INVESTORS OFFSHORE, L.P. VARIOUS VARIOUS 131,776. 131,776.
KKR EUROPEAN FUND II PRIVATE INVESTORS 0 VARIOUS VARIOUS 108,935. 108,935.
CADUCEUS ASIA CPI PRIVATE INVESTORS OFFS VARIOUS VARIOUS 253,962. 253,962.
CCMP II PRIVATE INVESTORS OFFSHORE, L.P. VARIOUS VARIOUS 592,393. 592,393.
HIGHBRIDGE PRINCIPAL STRATEGIES MEZZANIN VARIOUS VARIOUS 6,333. 6,333.
DFJ GROWTH FUND 2006 PRIVATE INVESTORS 0 VARIOUS VARIOUS 123,044. -123,044.
J.C. FLOWERS II PRIVATE INVESTORS OFFSHO VARIOUS VARIOUS 2,472. 2,472.
MIDOCEAN III PRIVATE INVESTORS OFFSHORE, VARIOUS VARIOUS 385,111. 385,111.
WARBURG PINCUS XII VARIOUS VARIOUS 1,925. 1,925.
GSO SPECIAL SITUATIONS OVERSEAS FUND LTD VARIOUS VARIOUS 2,024,950. 2,279,170. -254,220.
OWL CREEK OVERSEAS FUND, LTD. VARIOUS VARIOUS 298,846. 299,050. -204.
JSA 7E`1730 1 000 7FS51I M200 V 17-6F 14812 2017 FORM 990-PF KORET FOUNDATION 94-1624987 FORM 990-PF - PART IV (APITAI [; GINS ANn I fSSFS FnR TOY nN INVFSTMFNT INrfMF P Kind of Property Description Date Date sold D acquired Gross sale Depreciation Cost or FMV Add basis Excess of Gain price less allowed/ other as of as of FMV over or ex ense of sale all owable basis 12 /31 /69 12 1 31/69 ad ' basis (loss)
FINTAN INVESTMENTS LTD VARIOUS VARIOUS 79,941. 79,941.
TOTAL GAIN( SS) ...... 3,014,775.
JSA 7E1730 1 000 7FS51I M200 V 17-6F 14812 KORET FOUNDATION 2017 FORM 990-PF 94-1624987
ATTACHMENT 1
FORM 990PF, PART I - OTHER INCOME
REVENUE AND NET EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME OTHER INVESTMENT INCOME 882. 882.
TOTALS 882. 882.
ATTACHMENT 1 7FS51I M200 V 17-6F 14812 Koret Foundation Professional Services 94-1624987 December 31, 2017
Part I - Line 16 Payments for Professiona l Services Line 16A Line 16B Line 16C Legal Accounting Other Prof. Name of Provider Type of Service Provided Fees Fees Services
Redwood Real Estate Management Property management fees 691,895 1050 Ralston Avenue Belmont, CA 94002
JP Morgan Private Bank Investment management fees 225,000 712 Main Street, 13th Floor N Houston, TX 77002
J.P Morgan (Core Bond SMA) Investment management fees 130,835 560 Mission Street, 23rd Floor San Francisco, CA 94105
KKR European Fund li Private Investors Investment management fees (668) 9 West 57 Street, Suite 4200 New York, NY 10019
KKR Americas Fund Investment management fees 25,000 9 West 57 Street, Suite 4200 New York, NY 10019
BCP VI Private Investors LLC Investment management fees 3,867 c/o JP Morgan Private Investments Inc 270 Park Avenue New York, NY 10017-2014
BCP VI Private Investors LLC Investment expense 5,038 Go JP Morgan Private Investments Inc 270 Park Avenue New York, NY 10017-2014
KKR European Fund li Private Investors Investment expense 4,731 9 West 57 Street, Suite 4200 New York, NY 10019
KKR Americas Fund Investment expense 12,650 9 West 57 Street, Suite 4200 New York, NY 10019
CCMP II Private Investors Offshore LP Investment expense 6,296 245 Park Avenue, 16th floor New York, NY 10167
Riverstone Energy Partners LP Investment expense 5,196 712 Fifth Avenue, 36th Floor New York, NY 10019
DFJ Growth Fund Investment expense 5,000 2882 Sand Hill Road, Suite 150 Menlo Park, CA 94025
Highbndge Mezzanine Investment expense 1,487 40 West 57 Street, 30th floor New York, NY 10019
MidOcean Private Investors Offshore LP Investment expense 18,637 320 Park Avenue, 17th floor New York, NY 10022
Attachment 2 Page 1 of 3 Koret Foundation Professional Services 94-1624987 December 31, 2017
Part I - Line 16 Payments for Professiona l Services Line 16A Line 16B Line 16C Legal Accounting Other Prof. Name of Provider Type of Service Provided Fees Fees Services
J.C Flowers & Co. Investment expense 10,330 767 Fifth Avenue, 23rd Floor New York, NY 10153
Caduceus Asia Offshore Investment expense 2,878 Orbimed Advisors LLC 767 Third Avenue, 30th floor New York, NY 10017
Warbug Pincus Investment expense 4,497 660 Newport Center Drive, Suite 460 Newport Beach , CA 92660
Thomas M Gosselin Legal Services 6,499 2733 N Power Road, Suite 102 Mesa , AZ 85215
Wilson Sonsini Goodrich & Rosati Legal Services 384,635 PO Box 742866 Los Angeles, CA 90074-2866
Keker & Van Nest LLP Legal Services 636 633 Battery Street San Francisco , CA 94111
Shartsis Friese Legal Services 7,395 1 Martitime Plaza #18 San Francisco , CA 94111
Duckworth Peters Lebowitz Olivier LLP Legal Services 1,750 100 Bush Street San Francisco, CA 94104
Coblentz Patch Duffy & Bass LLP Legal Services 2,270 1 Montgomery Street, #3000 San Francisco, CA 94104
Seiler LLP Accounting/Auditing Services 94,663 Three Lagoon Drive, Suite 400 Redwood City, CA 94065
Sheridon Keith Design & Photography Outside services 170 525 Precita Avenue San Francisco, CA 94110
Michael Reiner Israel Grant Consultant 29,400 Go Abeles & Hoffman 9666 Olive Blvd , Suite 625 St Louis, MO 63132
Elizabeth H. Hubbell Outside services 9,275 1349 Ada Street Berkeley, CA 94702
Tamara Gould Community information 240 dba Waking State Design 4023 Alla Road Los Angeles, CA 90066 Attachment 2 Page 2 of 3 Koret Foundation Professional Services 94-1624987 December 31, 2017
Part I - Line 16 Payments for Professional Services Line 16A Line 16B Line 16C Legal Accounting Other Prof. Name of Provider Type of Service Provided Fees Fees Services
Glodow Nead Communications, LLC Outside services 15,899 1700 Montgomery Street, Suite 203 San Francisco, CA 94111
Alison Gwinn Outside services 1.380 1822 W 33rd Avenue #105 Denver, CO 80211
KLIM Type Foundry (The Letterhead, Ltd) Outside services 350 23-B Totara Road Miramar, Wellington New Zealand, 6022
Constant Contact Outside services 690 Reservoir Place 1601 Trapelo Road Waltham, MA 02451
Elixir Design , Inc. Outside services 49,013 2134 Van Ness Avenue San Francisco, CA 94109
Armanino LLP Outside services 3,308 44 Montgomery St # 900 San Francisco, CA 94104
DeWinter Group Outside services 213,188 101 2nd St #2250 San Francisco, CA 94105
Sard Verbinnen & Co Outside services 47,919 475 Sansome Street, Suite 1750 San Francisco, CA 94111
SmartHire Outside services 608 2250 Lindsay Way Glendora, CA 91740
Pacific Placement Temporaries Outside services 50,330 115 Sansome Street, Suite 805 San Francisco, CA 94104
Jamila Powell Outside services 414 1h 64937 Street Richmond, CA 94805
Pension Benefit Consultants Pension plan administration 5,186 201 Fourth Street, Suite 202 Oakland, CA 94607
ADP Payroll Service 17,663 9310 Tech Center Drive, Suite 170 Sacramento, CA 95826
$ 403,185 $ 94,663 $ 1 ,597,699
Attachment 2 Page 3 of 3 KORET FOUNDATION 2017 FORM 990-PF 94-1624987
ATTACHMENT 3
FORM 990PF, PART I - TAXES
REVENUE AND NET EXPENSES INVESTMENT CHARITABLE DESCRIPTION PER BOOKS INCOME PURPOSES
REAL PROPERTY TAXES 561,196. 560,977. 220. PAYROLL TAXES 113,709. 15,745. 97, 349. FEDERAL EXCISE TAX 1,031,603. STATE FILING FEE 10. 10. STATE FRANCHISE TAX 2,400. 2,400. OTHER TAXES 275. 275.
TOTALS 1,709,193. 579,122. 97,854.
ATTACHMENT 3 7FS51I M200 V 17-6F 14812 KORET FOUNDATION 2017 FORM 990-PF 94-1624987
ATTACHMENT 4
FORM 990PF, PART I - OTHER EXPENSES
REVENUE AND NET EXPENSES INVESTMENT CHARITABLE DESCRIPTION PER BOOKS INCOME PURPOSES RENTAL PROPERTY-OPERATING EXP 5,095,788. 5,095,788. GROUP MEDICAL INSURANCE 294,588. 38,974. 255,824. RECRUITMENT FEES 740. 925. BANK CHARGES 20,026. 2,649. 17,409. DUES AND MEMBERSHIP 2,919. 11,487. SUBSCRIPTIONS AND PUBLICATIONS 2,617. 2,507. OUTSIDE STORAGE 2,725. 361. 2,390. UTILITIES 28,790. 28,790. OFFICE/EQUIPMENT'MAINTENANCE 93,045. 12,310. 80,904. COMPUTER SOFTWARE 121,427. 16,065. 87,609. EQUIPMENT 4,601. 609. 3,393. EQUIPMENT RENTAL 601. 80. 521. EQUIPMENT LEASE 7,185. 951. 6,177. AUTO EXPENSE 17,382. 2,300. 15,028. TELEPHONE 54,785. 7,248. 45,888. POSTAGE 7,054. 933. 5,345. SUPPLIES 19,581. 2,584. 15,859. INSURANCE 195,855. 7,166. 188,144. LESS: REIMBURSEMENTS -40,334. -9,449. -30,885. MISCELLANEOUS 101. 101. COMMUNITY INFORMATION 245. TEMPORARY HELP 2,384.
TOTALS 5, 929, 476. 5, 178, 569. 740, 045.
ATTACHMENT 4 7FS51I M200 V 17-6F 14812 Koret Foundation FEIN: 94.1624987 Form 990-PF, Part II, line 10a December 31, 2017 U.S. and State and City Government Obligations - Statement
Description Book Value Fair Market Value JPM Core Bond SMA 02/152034 PRIN PMT DUE ON STRIPPED USA TREASURY NOTES ZERO CPN FEB 15 2034 DTD 02/15106 $ 341.426 $ 332,036 ADJUSTABLE RATE MORTGAGE TRUST 2004-1 CL 2A1 VAR RT 01252035 DTD 09/012004 24.912 25,122 CALIFORNIA REPUBLIC AUTO RECEI 2015-3 CL A3 1 620% 11/152019 DTD 09/302015 36.087 36.080 FANNIE MAE SER 2003.71 CL AC 5% AUG 25 2033 DTD 07/01/2003 73.060 71,600 FANNIE MAE SER 2005-17 CL EB 4.5% MAR 25 2035 DTD 02/01/2005 73,477 70,980 FANNIEMAE GRANTOR TRUST 2017-T1 CL A 2 898% 06/252027 DTD 04/01/2017 119,974 119,106 FANNIEMAE-ACES 2012-Mt CL A2 2 729% 10/25/2021 DTD 01/012012 144 331 141,779 FANNIEMAE-ACES 2012-M3 CL 2A2 2 430% 01/25/2019 DTD 03/012012 123.746 121,061 FANNIEMAE-ACES 2014-MB CL A2 VAR RT 06/25/2024 DTD 07/01/2014 205.313 205,040 FANNIEMAE-ACES 2015-M3 CL A2 2 723% 10/25/2024 DTD 02/27/2015 151,500 149,900 FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD SER 2174 CL PN 6 00% DUE 07/15/2029 46,530 45.239 FEDERAL NAIL MTG ASSN GTD REMIC PASS THRU CTF REMIC TR 2002-1 CL HC 6 50% DUE 02/25/2022 27,978 26,824 FHLMC 1166 CL PZ 8 500% 11/15/2021 DTD 11/01/1991 50,952 48,329 FHLMC 1339 CL PZ 8 000% 07/15/2022 DTD 07/01/1992 91,669 86,535 FHLMC 1856 CL ZG 8 000% 06/15/2026 DTD 06/0111996 93,564 87,210 FHLMC 2065 CL PW5.000% 08/172027 DTD 06/01/1998 102,084 99.235 FHLMC 2162 CL TH 6 000% 06/152029 DTD 06/01/1999 80,421 77.181 FHLMC 2468 CL ZA 6 000% 07/152032 DTD 07/01/2002 84,075 84,385 FHLMC 2517 CL CZ 5 500% 10/15/2032 DTD 10/01/2002 67,981 66.708 FHLMC 2524 CL HC 6 000% 11/15/2032 DTD 11/29/2002 130,562 121.082 FHLMC 2670 CL OH 5.500% 09/15/2033 DTD 09/01/2003 63,547 63,202 FHLMC 2973 CL GE 5 500% 05/1520 35 DTD 05/01/2005 201.744 200.268 FHLMC 3626 CL ME 5.000% 01/152040 DTD 01/012010 279.450 271,949 FHLMC 3890 CL ME 5 000% 07/15/2041 DTD 07/29/2011 347,250 346,308 FHLMC 4011 CL ML 3 000% 03/15/2027 DTD 03/01/2012 200.750 200,160 FHLMC 4268 CL BP 4 250% 08/15/2042 DTD 11/01/2013 92,550 89,784 FHLMC GOLD POOL C91179 5.500% 03/012028 DTD 03/01/2008 171.703 167,107 FHLMC GOLD POOL 630373 6 500% 081012027 DTD 11/01/2007 49,679 48,535 FHLMC GOLD POOL 630375 6 500% 11/012027 OTD 11/01/2007 57.297 55.454 FHLMC GOLD POOL G80395 8 000% 10/17/2029 DTD 12/01/2013 163,768 157,213 FHLMC MAY3616 CL FG VAR RT 03/15/2032 DTD 12/15/2009 167.105 167,266 FHLMC MULTIFAMILY STRUCTURED P K014 CL Al 2 788% 10/25/2020 DID 08/01/2011 48,224 46.697 FHLMC MULTIFAMILY STRUCTURED P K067 CL A2 3 194% 07/252027 DTD 09/28/2017 284,266 283.217 FHLMC MULTIFAMILY STRUCTURED P SEPK066 CL A2 3 117% 06/25/2027 DTD 08/222017 167,882 166.234 FHLMC MULTIFAMILY STRUCTURED PASS THRU KSMC CL A2 2 615% 01/252023 DTD 03/28/2013 199,750 200,548 FHLMC REMIC 2 355% 07252022 DTD 11/282012 201.375 199,370 FHLMC REMIC G024 CL J 6 25096 11252023 DTD 11/01/1993 100,463 95,803 FHLMC REMIC G31 CL Z 8.000% 04/252024 DTD 04/01/1994 70,746 66.853 FHLMC REMIC SER 3218 CL BG 6% SEP 15 2036 DTD 09/01/2006 171.587 164.694 FHLMC SER 336D CL FC FLOATING RATE NOTE MAY 15 2037 DTD 08/15/2007 73.399 73,598 FHLMC SER 3770 CL FP FLOATING RATE NOV 15 2040 DTD 12/152010 76,723 77,110 FHLMC SERIES 2279 CL Z 6 000% 01/15/2031 DTD 01/30/2001 116,779 114,447 FHLMC STRUCTURED PASS THROUGH T-56 CL 3AF VAR FIT 05/25/2043 DTD 05/25/2003 132,899 134,687 FNMA 2 370% 03/01/2023 DTD 03/01/2013 200.625 198,862 FNMA 2003-29 CL BY 5 500% 0425/2033 DTD 03/01/2003 122,681 118,943 FNMA 2004-17 CL BA 6 000% 0425/2034 DTD 03/01/2004 181.015 165,243 FNMA 2004-24 CL XC 4 000% 01/25/2034 DTD 03/01/2004 120,789 118.035 FNMA 2005-109 CL GE 6 000% 12/25/2035 DTD 11/01/2005 93.900 94,786 FNMA 2005-109 CL PC 6 000% 12252035 DTD 111012005 29,981 29.242 FNMA 2005-27 CL YD 5 500% 04/25/2035 DTD 03/30/2005 90,059 85.231 FNMA 2005-38 CL QZ 5.500% 03/25/2033 DTD 04/012005 95,006 92,864 FNMA 2006-45 CL FM VAR RT 06/25/2036 DID 05/25/2006 52,009 52,162 FNMA 2006-53 CL WE 6 000% 0625/2036 DTD 051012006 188,200 180,053 FNMA 2008-61 CL MC 5 500% 07/25/2038 DTD 06/01/2008 70,525 68,188 FNMA 2009-111 CL CY 5.000% 03/25/2038 DTD 121012009 149 750 151,671 FNMA 2010-62 CL LW 4 500% 03/25/2040 DTD 05/01/2010 78,110 80,136 FNMA 2010-9 CL ME 5 000% 0225/2040 DTD 01292010 357,148 347.911 FNMA 2012-152 CL PB 3 500% 01252043 DTD 12/01/2012 133,540 133,684 FNMA 2012-18 CL FB VAR RT 03252042 DTD 02/25/2012 109.849 111,155 FNMA 2012-52 CL NY 3.500% 05/25/2042 DTD 04/012012 350,656 364.557 FNMA 2012-79 CL TP 6 500% 07/252042 DTD 061012012 52.360 51,316 FNMA 2013-101 CL E 3 000% 1025/2033 DTD 09/01/2013 149,578 149,795 FNMA 2013-31 CL NC 3.000% 04/25/2043 DTD 03/012013 50,490 50.220 FNMA 2013-35 CL LP 3 000% 0125/2043 DTD 03/282013 55,440 55,673 FNMA 2014-52 CL GU 4 000% 01252029 DTD 08/01/2014 87,762 85,407 FNMA 4.761% FEB 01 2020 DTD 02/012010 POOL NO AD0791 109,671 101,801 FNMA 5 5% FEB 01 2034 DTD 02/012004 POOL NO 768084 68,390 67.824 FNMA G97-2 CL ZA 8 500% 02/17/2027 DTD 02/01/1997 98,097 93.124 FNMA POOL 466854 3 700% 12101/2020 DTD 12/012010 118,717 113.269 FNMA POOL 470173 2.680% 01/01/2019 DTD 01/01/2012 184,004 178,108 FNMA POOL 471676 2 640% 07/01/2022 DTD 07/012012 180.288 179,882 FNMA POOL 735504 6 000% 04/01/2035 DTD 04/01/2005 74,269 73,909 FNMA POOL AL3366 2 436% 021012023 DTD 03/01/2013 186.190 160,538 FNMA POOL AM0359 2.310% 08/01/2022 DTD 08/01/2012 99,250 99,323 FNMA POOL AM1402 2 420% 11/012022 DTD 11/01/2012 101.375 99,747 FNMA POOL AM2757 2 640% 04/01/2023 DTD 04/01/2013 180.607 178,395 FNMA POOL AM3132 2 520% 04/01/2023 DTD 04/01/2013 207.636 204,905 FNMA POOL AM3225 2 480% 05/01/2023 DTD 051012013 192,929 190,884 FNMA REMIC 2003-24 CL FA VAR RT 04252033 DTD 03/25/2003 129,045 129,189 FNMA REMIC TRUST SER 2003-17 CL EQ 5 5% 03/25/2023 DTD 02/01/2003 31.559 30,547 FNMA SER 2001-62 CL FC FLOATING RATE NOV 25 2031 DTD 102520D1 74,618 75,257 FNMA SER 2005-48 CL AR 5 5% 02/252035 DTD 05/01/2005 26,433 25.154
ATTACHMENT5 Koret Foundation FEIN: 94-1624987 Form 990 -PF, Part II, line 10a December 31, 2017 U.S. and State and City Government Obligations - Statement
Description Book Value Fair Market Value FNMA SER 2011-15 CL AB 9.75% AUG 25 2019 DTD 02/01/2011 7,474 6,874 FNMA ZERO CPN 10/09/2019 DTD 10/9/1984 157,949 158,893 FNMA-ACES 2014-M9 CL A2 VAR RT 07/25/2024 DTD 08/01/2014 159,892 159,283 FREDDIE MAC SER 1584 CL L 6 5% SEP 15 2023 DTD 09/01/1993 52,799 50,901 FREDDIE MAC SER 2541 CL BW 6% DEC 15 2032 DTD 12/01/2002 57,224 55.421 FREDDIE MAC SER 3052 CL WH 5 5% OCT 15 2035 DTD 10/01/2005 105,535 103.153 FREDDIEMAC STRIP 264 CL 30 3 000% 07/152042 DTD 07/01/2012 55,193 54.680 GNMA 2003-20 CL MB 5 500% 03/162033 DTD 0328/2003 128,642 129.655 GNMA 2003.58 CL BD 4 500% 01202033 DTD 07/30/2003 56,060 55,290 GNMA 2004-47 CL PD 6 000% 06/16/2034 DID 06/01/2004 108,973 102.845 GNMA 2004-8 CL JD 5 500% 11/17/2033 DTD 02/272004 69.151 67,174 GNMA 2005-51 CL ME 5 000% 06/20/2035 DTD 07/012005 197,974 189,480 GNMA 2006-10 CL PB 5 500% 03/20/2036 DTD 03/012006 163.100 155.674 GNMA 2006-50 CL JD 5 000% 0920/2036 DTD 09/012006 114,756 113,657 GNMA 2006-7 CL ND 5.500% 08/20/2035 DTD 02/012006 116,406 110,879 GNMA 2008-76 CL OE 5 750% 0920/2038 DTD 09/01/2008 127,571 126,212 GNMA 2009-127 CL PB 5 000% 12202039 DTD 12/01/2009 110.985 108,860 GNMA 2011-13 CL PD 4 500% 01/20/2041 DTD 01/01/2011 70,400 69,681 GNMA 2011-19 CL MY 4 500% 02/16/2041 DTD 02/01/2011 111,750 108.028 GNMA 2013-88 CL WA VAR RT 06/20/2030 DTD 06/012013 102,391 99,455 GNMA POOL 2006-40 CL PE 5 500% 08/162036 DTD 08/01/2006 178.031 164.550 GNMA POOL 783145 5 000% 04/15/2021 DTD 10/01/2010 31.159 30.022 GNMA REMIC 2009-93 CLAY 5 000% 10/20/2039 DTD 10/30/2009 101,834 100,665 GNMA REMIC TRUST 2003-36 5 5% 08/20/2033 DTD 08/01/2003 46,444 45,775 GNMA SER 2003-10 CL KJ 5.5% 02/20/2033 DTD 02/012003 96,049 95,746 GNMA SER 2003-77 CL B 7% SEP 16 2033 DTD 9/01/2003 278.412 269,421 GNMA SR 2003-19 CL GT 5% MAR 16 2033 DTD 03/01/2003 134,966 134,055 GOVERNMENT NAIL MTG ASSN GTD REMIC PASS THRU SECS REMIC TR 2004-26 CL ED 5 50% DUE 04/16/2034 75.617 74.197 GOVERNMENT NAIL MTG ASSN GTD REMIC PASS THRU SECS REMIC TR 2007-35 CL NE 6 DO% JUN 16 2037 DTD 06/01A 97,200 93,569 U S A NOTES 2 875% AUG 15 2045 DTD 8/17/2015 266.030 281,716 U S A TREAS BONDS 2 5% 05/152046 DTD 05/16/2016 238,834 256,546 U S ATREAS BONDS 3 875% 08/152040 DTD 08/162010 429,405 451,391 U S A TREAS BONDS 4 500% 08/15/2039 DTD 08/152009 798,868 783.090 U S A TREAS BONDS 5 375% 02/15/2031 DTD 02/15/2001 467,787 471.497 USA TREAS BONDS 6 000% 02/15/2026 DTD 02/15/1996 1,032,072 1,014,056 U S A TREAS INT PMT ZERO CPN 02/15/2033 DTD 02/15/2006 344,475 318,863 US TREASURY N/B 1 750% 05/1 5202 3 DTD 05115/2013 784,031 780.144 USA TREAS NOTES 0 875% 07/31/2019 DTD 07/31/2012 778,547 787,864 USA TREAS NOTES 1 750% 10/312018 DTD 10/312011 752,437 749.955 USA TREAS NOTES 2 375% 08/152024 DTD 08/15/2014 806,662 802.383
$ 20,204.195 $ 19,944,523
ATTACHMENT5 Koret Foundation FEIN: 94-1624987 Form 990-PF, Part II, line 10b December 31, 2017 Corporate Stock
Description Book Value Fair Market Value
AMG Managers Fairpointe Mid Cap Fund Class Z (ABIZX) 3,508,093.65 3,619,571.16 Artisan International Fund 10,500 , 000 11 , 476,396 Dodge & Cox International Stock Fund (DODFX) 10,126 , 641 11 , 770, 035 iShares MSCI EAFE Index Fund (EFA) 8,720 , 483 9,565,676 iShares Russell 2000 Index Fund (IWM) 2,755 , 688 3 ,430,350 iShares Russell Midcap Index Fund - ETF (IWR) 6,118,515 14,117,042 Matthews Pacific Tiger Fund 3,474 , 973 5,927,098 PrimeCap Odyssey Stock Fund (POSKX) 6,205 , 534 8,138,865 SPDR S&P 500 ETF Trust (SPY) 32,783,009 53,199,608 SPDR Gold Trust (GLD) 1,473, 811 2,102, 050 Vanguard FTSE Emerging Market 3,798 ,777 5 ,224,788
$ 89,465,525 $ 128,571,479
ATTACHMENT6 Koret Foundation FEIN: 94.1624987 Form 990-PF, Part II, line 10c December 31, 2017 Corporate Notes and Bonds - Statement
Description Book Value Fair Market Value
T. Rowe Price Institutional Floating Rate Fund (RPIFX) $ 4,200,000 $ 4,195,813 (Shares Barclays TIPS Bond Fund 5,001,968 5,086,827 JPM Strategic Income Opps R6 (JSOZX) 9,500,000 9,282,160 Wells Fargo International Bond (ESICX) (Evergreen) 7.000.000 6.182,696 JPM Core Bond SMA ABBVIE INC 2500% 05/14/2020 DID 05/1412015 25.051 25,076 ABBVIE INC 3 200% 11/06/2022 DTD 05/14/2015 4,990 5.077 ACE INA HOLDINGS 5 9% JUN 15 2019 DTD 06/08/2009 57,889 57.922 ACTAVIS FUNDING SCS 3 800% 03/15/2025 DTD 03/12/2015 100,472 101,781 ADVANCE AUTO PARTS INC 4 1/2% JAN 15 2022 DTD 01/17/2012 63,431 62.870 AGRIUM INC 3 375% 03/15/2025 DTD 03/0212015 24,088 25,110 AIR LEASE CORP 3 625% 04/01/2027 DTD 03/08/2017 14,510 14,984 AMERICAN EXPRESS SR NOTES 7% MAR 19 2018 DTD 03/19/2008 50,549 50,535 AMERICAN INTL GROUP 3 300% 03/01/2021 DTD 02/26/2016 55,938 56,063 AMERICAN TOWER CORP 5 000% 02/15/2024 DTD 08/19/2013 32.097 32,855 AMERICREDIT AUTOMOBILE RECEIVA 2014-3 CL C 2.580% 09/08/2020 DTD 08/27/2014 116,114 115,355 AMERICREDIT AUTOMOBILE RECEIVA 2015-1 CL C 2 510%01/08/2021 DTD 01/22/2015 165,580 165,457 AMERIPRISE FINANCIAL INC 2 875% 09/15/2026 DTD 08/11/2016 69,257 67,076 AMGEN INC SR NOTES 5 7% FEB 01 2019 DTD 01/16/2009 57.029 57,083 ANADARKO PETROLEUM CORP NOTES 8 7% MAR 15 2019 DTD 03/05/2009 26.743 26,803 ANHEUSER-BUSCH INBEV FIN 2 650% 02/0112021 DTD 01125/2016 25,274 25,123 ANHEUSER-BUSCH INBEV FIN 3 650% 02/01/2026 DTD 01/25/2016 69,891 72,220 ANHEUSER-BUSCH INBEV FIN 4 700%02/01/2036 DTD 01/25/2016 63,195 67,287 APACHE CORP 3 625% 02/01/2021 DTD 12/03/2010 61,268 61,420 APPALACHIAN POWER CO 7% APR 01 2038 DTD 03/25/2008 77,268 78,246 APPLE INC 3 450% 05/06/2024 DTD 05/06/2014 62,142 62,208 AT&T INC 5 000% 03/01/2021 DTD 03/17/2016 59.264 58,893 AT&T INC 5 55% AUG 15 2041 DTD 08/18/2011 110,273 108,599 ATMOS ENERGY CORP 4 150% 01/15/2043 DTD 01/11/2013 71,976 80,545 AVALONBAY COMMUNITIES IN MTN 3 500% 11/15/2024 DTD 11/21/2014 36.510 35,990 BALTIMORE GAS & ELECTRIC 2 8% AUG 15 2022 DTD 08/17/2012 55,918 55,157 BANK OF AMERICA CORP MTN 3.300% 01/11/2023 DTD 01/11/2013 271,407 281.284 BB & T CORPORATION SUB NOTES 5 1/4% NOV 1 2019 DTD 10/27/2004 52,684 52,571 BEAR STEARNS ADJUSTABLE RATE M 2003-5 CL 2A1 VAR RT 08/25/2033 DTD 07/01/2003 34,946 34,775 BERKSHIRE HATHAWAY INC 2 750% 03/15/2023 DTD 03/15/2016 56,077 55,351 BNP PARIBAS MTN 2 700% 08/20/2018 DTD 08/20/2013 55,254 55,243 BOARDWALK PIPELINES LP 4 450% 07/15/2027 DID 01/12/2017 34,541 34,580 BOARDWALK PIPELINES LP 4 950% 12/15/2024 DID 11/26/2014 31,272 32,132 BOEING CO 6 1/8% FEB 15 2033 DTD 2/11/2003 72,742 73,323 BOSTON PROPERTIES LP 3.800% 02/01/2024 DTD 06/27/2013 26,318 25.902 BP CAPITAL MARKETS PLC 3 224% 04/14/2024 DTD 02/14/2017 60,805 61,465 BROWN-FORMAN CORP 4 500% 07/15/2045 DTD 06/29/2015 8,831 10,179 BUCKEYE PARTNERS LP 4 350% 10/15/2024 DTD 09/1212014 36.312 35,708 BUNGE LIMITED FINANCE CO 8 1/2% JUN 15 2019 DTD 06/09/2009 27,006 27.080 BURLINGTN NORTH SANTA FE 5400%06/01/2041 DTD 05/19/2011 66,765 69,171 CANADIAN NAIL RESOURCES 3 900% 02/01/2025 DTD 11/17/2014 32,572 36,026 CANADIAN PACIFIC RR CO NOTES 7 1/4% MAY 15 2019 DTD 05/15/2009 ISIN US13645RAJ32 26,678 26,599 CAPITAL AUTO RECEIVABLES ASSET 2013-4 CL D 3 220% 05/20/2019 DTD 11/27/2013 58,653 57,459 CAPITAL AUTO RECEIVABLES ASSET 2015-2 CL A4 1 970% 01/21/2020 DTD 05/20/2015 156,274 156,047 CAPITAL AUTO RECEIVABLES ASSET 2015-4 CL A2 1 620% 03/20/2019 DTD 10/21/2015 4,791 4,791 CAPITAL ONE FINANCIAL CO 4 3/4% JUL 15 2021 DID 07/19/2011 58,612 58.760 CARDINAL HEALTH INC 3 200% 03/15/2023 DTD 02/22/2013 25,258 25.022 CARMAX AUTO OWNER TRUST 2015-2 CL C 03/15/2021 2 390% DTD 05/13/2015 185,911 185.222 CARMAX AUTO OWNER TRUST 2017-1 CL B 09/15/2022 DTD 01/31/2017 54.991 55,053 CATERPILLAR INC 2 6% JUN 26 2022 DTD 06/26/2012 55,622 55,006 CBS CORP 3 3/8% MAR 01 2022 DTD 03/02/2012 55,570 55,831 CELGENE CORP 2 875% 08/15/2020 DTD 08/12/2015 50,388 50,463 CISCO SYSTEMS INC NOTES 4 45% JAN 15 2020 DTD 11/17/2009 52,427 52,285 CITIGROUP INC 6 1/8% MAY 15 2018 DTD 05/12/2008 55,828 55.833 CITIGROUP INC SR NOTES 8 1/8% JUL 15 2039 DTD 07/23/2009 93,301 103,858 CME GROUP INC 3 000% 03/15/2025 DTD 03/09/2015 34,530 35,390 CNA FINANCIAL CORP 5 3/4% AUG 15 2021 DID 02/14/2011 27,268 27,371 CONAGRA FOODS INC 3 200% 01/25/2023 DTD 01/25/2013 38,635 40,408 CREDIT SUISSE FIRST BOSTON MORTGAGE VAR RT 07/2512033 DTD 06/01/2003 31,188 32,003 DAIMLER CHRYSLER N A HOLDING CORP 8 1/2% JAN 18 2031 DTD 1/18/2001 82.121 83,059 DDR CORP 3 500% 01/15/2021 DTD 11/26/2013 30.404 30.451 DEUTSCHE BANKAG 3125%01/13/2021 DTD01/13/2016 25,063 25,145 DEUTSCHE TELEKOM INTL FINANCE 8 1/4% JUN 15 2030 DTD 7/6/2000 79,039 81,352 DEVON ENERGY CORPORATION 3 25% MAY 15 2022 DTD 05/14/2012 49,960 50,854 DIGITAL REALTY TRUST LP 3 700% 08/15/2027 DTD 08/07/2017 24,054 24,167 DRIVE AUTO RECEIVABLES TRUST 2017-2 CL B 2 250% 06/15/2021 DTD 07/31/2017 124,996 125,051 DUKE REALTY LP 3 750% 12/01/2024 DTD 11/17/2014 25,541 25,812 EATON CORP 6 95% MAR 20 2019 DID 3/16/2009 52.787 52,593
ATTACHMENT 7 Koret Foundation FEIN: 94-1624987 Form 990-PF, Part II, line 10c December 31, 2017 Corporate Notes and Bonds - Statement
Description Book Value Fair Market Value
EBAY INC 2 6% JUL 15 2022 DTD 07/24/2012 56,931 59,451 ENERGY TRANSFER PARTNERS 3.600% 02/01/2023 DTD 01/22/2013 26,760 27,011 ENERGY TRANSFER PARTNERS 4.750% 01/15/2026 DTD 06/23/2015 10,478 10.372 ENLINK MIDSTREAM PARTNER 4 400% 04/01/2024 DTD 03/12/2014 26,168 25,817 ENTERPRISE PRODUCTS OPER 5 100% 02/15/2045 DTD 02/12/2014 27,658 28,502 ENTERPRISE PRODUCTS OPER 5 29/6 SEP 01 2020 DTD 05/20/2010 26.593 26.709 EPR PROPERTIES 4 500% 04/01/2025 DTD 03/16/2015 67,100 66.507 EXXON MOBIL CORPORATION 3 043% 03/01/2026 DTD 03/03/2016 31,000 31,471 FEDEX CORP 3 900% 02/01/2035 DID 01/09/2015 25,171 25,380 FLORIDA POWER & LIGHT 4 1/8% FEB 01 2042 DTD 12/13/2011 32,249 33.106 FORD MOTOR COMPANY GLOBAL LANDMARK SECURITIES NOTES 7 45% JUL 16 2031 DTD 7/16/99 80,536 84.940 FORTIS INC 3 055% 10/04/2026 DTD 06/28/2017 33,919 33,784 GENERAL ELECTRIC CAPITAL CORP MEDIUM TERM NOTES 6 3/4% A MAR 15 2032 DTD 3/20/2002 233.504 239,640 GENERAL MOTORS FINL CO 4 200% 03/01/2021 DTD 03/01/2016 125,598 124,783 GILEAD SCIENCES INC 3 700% 04/01/2024 DTD 03/07/2014 36,683 36,609 GOLDMAN SACHS GROUP INC 3 500% 01/23/2025 DTD 01/23/2015 3,998 4.062 GOLDMAN SACHS GROUP INC SR NOTES 7 1/2% FEB 15 2019 DTD 02/05/2009 84,469 84,541 GOLDMAN SACHS GROUP INC VAR RT 10/31/2038 DTD 10/31/2017 149,434 149,002 HALLIBURTON CO 4 750% 08/01/2043 DTD 08/05/2013 60,017 60,000 HCP INC 5 3/8% FEB 01 2021 DTD 01/24/2011 4,278 4,295 HEALTH CARE REIT INC 5 1/4% JAN 15 2022 DTD 03/14/2011 26.647 27,164 HOST HOTELS 8 RESORTS 3 750% 10/15/2023 DTD 03/28/2013 14,736 15.267 HSBC HOLDINGS PLC 4 875% JAN 14 2022 DTD 11/17/2011 91,161 91.444 INTEL CORP 3 700% 07/29/2025 DTD 07/29/2015 20,969 22.186 INVESCO FINANCE PLC 3 125% 11/30/2022 DTD 11/08/2012 54,743 55,650 JOHN DEERE CAPITAL CORP MTN 2 3/4% MAR 15 2022 DTD 02127/2012 24,966 25,189 JOHNSON CONTROLS INTL PL 3 900% 02/14/2026 DTD 12/28/2016 5,050 5.230 JOHNSON CONTROLS INTL PL STEP CPN 07/02/2024 DTD 12/28/2016 55,291 56,992 JP MORGAN MORTGAGE TRUST 2003-A2 CL 1A1 VAR RT 11/25/2033 DID 11/01/2003 66,617 67,290 JP MORGAN MORTGAGE TRUST 2004-A4 CL 2A2 VAR RT 09/25/2034 DTD 07/01/2004 73,832 75,122 KEYCORP MTN 5 1% MAR 24 2021 DTD 03/24/2011 32,108 32.327 KRAFT HEINZ FOODS CO 5 000% 07/15/2035 DTD 08/19/2016 31,616 32,732 KROGER CO/THE 5 4% JUL 15 2040 DTD 07/13/2010 64,867 60,727 LABORATORY CORP OF AMER 3 600% 02/01/2025 DTD 01/30/2015 49,539 50,776 LEGG MASON INC 3 950% 07/15/2024 DTD 06126/2014 25,779 25,571 LEGG MASON INC 4 750% 03/15/2026 DTD 03/22/2016 16,992 18,210 LIFE TECHNOLOGIES CORP SR NOTES 6% MAR 01 2020 DTD 02/19/2010 53,474 53.511 LINCOLN NATIONAL CORP 4.2% MAR 15 2022 DTD 03/29/2012 31,808 31,589 LOCKHEED MARTIN CORP 3 100% 01/15/2023 DTD 11/23/2015 66.471 66,036 MAGELLAN HEALTH SRVCS 4 400% 09/22/2024 DTD 09/22/2017 50.642 50,315 MAGELLAN MIDSTREAM PARTN 4 1/4% FEB 01 2021 DTD 08/11/2010 26,249 26,084 MANULIFE FINANCIAL CORP 4 150% 03/04/2026 DID 03/04/2016 55,710 58,396 MARATHON OIL CORP NOTES 6 80% MAR 15 2032 DTD 3/04/2002 66,332 66,896 MEDCO HEALTH SOLUTIONS 17 1/8% MAR 15 2018 DTD 03/18/2008 50,561 50,505 MERRILL LYNCH MORTGAGE INVESTO 2004-A4 CL A2 VAR RT 08/25/2034 DTD 10/01/2004 95,054 96,243 METLIFE INC NOTES 5 7% JUN 15 2035 DTD 6/23/2005 68,772 69,626 MICROSOFT CORP 4 100% 02/06/2037 DTD 02/06/2017 18,959 21,198 MORGAN STANLEY 4 300% 01/27/2045 DTD 01/27/2015 8,933 9,698 MORGAN STANLEY 5 1/2% JUL 28 2021 DID 07/28/2011 217,252 218,744 MOSAIC CO 4 250% 11/15/2023 DTD 11/13/2013 26,296 25,884 MPLX LP 4 875% 12/01/2024 DTD 09/27/2016 31,734 32,330 MUFG AMERICAS HLDGS CORP 3 000% 02/10/2025 DTD 02/10/2015 29,841 29,613 NABORS INDUSTRIES INC 6 15% FEB 15 2018 DTD 08/15/2008 19,050 19,048 NATIONAL RETAIL PROP INC 4 000% 11/15/2025 DTD 10/21/2015 30,675 30,767 NBCUNIVERSAL MEDIA LLC 4 318% APR 01 2021 DTD 04/01/2011 84,689 84,782 NEXEN ENERGY ULC 6 200% 07/30/2019 DTD 07/27/2009 57,830 57,716 NORTHROP GRUMMAN CORP 3 250% 08/01/2023 DTD 05131/2013 24,423 25,507 NUCOR CORP 4 000% 08/01/2023 DTD 07/29/2013 25,789 26,173 OCCIDENTAL PETROLEUM COR 3.400% 04/15/2026 DTD 04/04/2016 17,959 18,429 OCCIDENTAL PETROLEUM COR 3 500% 06/15/2025 DTD 06/23/2015 15,137 15,530 ONEOK PARTNERS LP 4 900% 03/15/2025 DTD 03/20/2015 50,608 53,600 ORACLE CORP 5 375% JUL 15 2040 DTD 12/12/2011 67,535 69,483 O'REILLY AUTOMOTIVE INC 3 600% 09/01/2027 DTD 08/17/2017 14,976 15,051 PACIFIC GAS & ELECTRIC 6 1/4% MAR 01 2039 DTD 03/06/2009 73,148 71,441 PENTAIR FINANCE SA 2 900%09/15/2018 DTD 09/16/2015 16,015 16.063 PETROLEOS MEXICANOS 4 875% JAN 24 2022 DTD 07/24/2012 82.208 83,380 PHILIPS ELECTRONICS NV 3 3/4% MAR 15 2022 DTD 03/09/2012 56,825 57,259 PNC FINANCIAL SERVICES 3 900% 04/29/2024 DTD 04/28/2014 56,713 57,578 POTASH CORP-SASKATCHEWAN 4 875% 03/30/2020 DTD 09/28/2009 57,982 57,581 PRICELINE GROUP INC/THE 2 750% 03/15/2023 DTD 08/15/2017 24,964 24.906 PRINCIPAL FINANCIAL GROU 3 125% 05/15/2023 DTD 11/16/2012 55.222 55.288 PROGRESS ENERGY CAROLINA 2 8% MAY 15 2022 DTD 05/18/2012 55,584 55,507 PRUDENTIAL FINANCIAL INC MEDIUM TERM NOTES 5 3/4% B JUL 15 2033 DTD 7/7/2003 23,149 24,679
ATTACHMENT7 Koret Foundation FEIN: 94-1624987 Form 990-PF, Part II, line 10c December 31, 2017 Corporate Notes and Bonds - Statement
Description Book Value Fair Market Value
PRUDENTIAL FINANCIAL INC MTN 4 1/2% NOV 16 2021 DTD 11/16/2011 52.877 53,583 PUBLIC SERVICE COLORADO 6 1/2% AUG 01 2038 DTD 08/13/2008 78,375 77,548 QUALCOMM INC 4 650% 05/20/2035 DTD 05/20/2015 48,513 48.395 RABOBANK NEDERLAND NOTES 4 1/2% JAN 11 2021 DTD 01/11/2011 63,436 63,591 REPUBLIC SERVICES INC 4 3/4% MAY 15 2023 DTD 05/09/2011 64,226 65,175 RYDER SYSTEM INC MTN 2 500% 05/11/2020 DTD 05/11/2015 22,937 23,021 SANTANDER AUTO RECEIVABL 2015-1 CL C 2 57% 04/15/2021 DTD 02/25/2015 96,327 96.680 SANTANDER DRIVE AUTO RECEIVABL 2014-4 CL C 2 600% 11/16/2020 DTD 09/17/2014 70,644 70,020 SANTANDER DRIVE AUTO RECEIVABL 2014-5 CL C 2 480% 06/15/2020 DTD 11/25/2014 109,832 109,461 SANTANDER DRIVE AUTO RECEIVABL 2015-4 CL C 2 970% 03/15/2021 DTD 08/26/2015 100,188 100,689 SCHLUMBERGER INVESTMENT 3 650% 12/01/2023 DTD 12/03/2013 26.139 26,315 SELECT INCOME REIT 4 150% 02/01/2022 DTD 02/03/2015 86.725 85,944 SHELL INTERNATIONAL FINANCE 6 3/8% DEC 15 2038 DTD 12/11/2008 87,912 90,552 SHIRE ACQ INV IRELAND DA 2 875% 09/23/2023 DTD 09/23/2016 35,217 34,402 SOUTHERN CALIF GAS CO 1ST MORTGAGE 5 3/4% NOV 15 2035 DTD 11/18/2005 60,710 63,240 SPECTRA ENERGY CAPITAL 3 300% 03/15/2023 DTD 02/28/2013 28.267 29,929 SPECTRA ENERGY PARTNERS 4.750% 03/15/2024 DTD 09/25/2013 52,999 54,348 STATE STREET CORP 3 100% 05/15/2023 DTD 05/15/2013 24,840 25,213 STATE STREET CORP 3 700% 11/20/2023 DID 11/19/2013 25,867 26.320 STATOIL ASA 2 650% 01/15/2024 DTD 05/15/2013 54,612 54,751 STRIPS ZERO CPN 08/15/2032 DTD 02/15/2006 530,054 475,937 STRUCTURED ADJUSTABLE RATE MORT VAR RT 02/25/2034 DTD 01/01/2004 75,071 76,583 STRUCTURED ASSET SECURITIES CO 2003-22A CL 2A1 VAR RT 06/25/2033 DTD 06/01/2003 100.050 99,046 SUNCOR ENERGY INC 6 1/2% JUN 15 2038 DTD 06/28/2007 30,746 33,752 SUNOCO LOGISTICS PARTNER 5 350% 05/15/2045 DTD 11/17/2014 26,315 24,757 TARGET CORP 2 500% 04/15/2026 DTD 04/11/2016 99.991 96,120 TD AMERITRADE HOLDING CO 2 950% 04/01/2022 DTD 03/09/2015 25.066 25,296 TO AMERITRADE HOLDING CO 5 6% DEC 01 2019 DTD 11/25/2009 26,687 26,535 TELEFONICA EMISIONE SAU 5 462% FEB 16 2021 DTD 02116/2011 26,782 27,040 TENN VAL AUTH CPN STRIP ZERO CPN 06/15/2028 DTD 06/202008 78.011 79,204 TENN VAL AUTH CPN STRIP ZERO CPN 11/01/2027 DTD 06130/2000 111.247 112,490 TOTAL CAPITAL INTL SA 3 750% 04/10/2024 DTD 01/15/2014 52,777 53,006 TRANS-CANADA PIPELINES 2 5% AUG 01 2022 DTD 08/02/2012 24,084 24.838 TRANS-CANADA PIPELINES 3.750% 10/16/2023 DTO 10/07/2013 52,077 52.234 TRAVELLERS COS INC SR NOTES 5 9% JUN 02 2019 DTD 06/02/2009 63,456 63.002 UDR INC MTN 2 950% 09/01/2026 DTD 08/23/2016 34,741 33,628 UNITED PARCEL SERVICE SR NOTES 6 2% JAN 15 2038 DTD 01/15/2008 33.394 34,385 UNITED TECHNOLOGIES CORP 4 1/2% APR 15 2020 DTD 02/26/2010 52,802 52,448 UNITEDHEALTH GROUP INC 3 3/8% NOV 15 2021 DTD 11/10/2011 56,951 56.695 US BANCORP MTN 2 95% JUL 15 2022 DTD 07/23/2012 66,334 65,868 VENTAS REALTY LP/CAP CRP 2 700% 04/01/2020 DTD 03/19/2013 25,105 25,110 VEREIT OPERATING PARTNER 4 600% 02/06/2024 DTD 08/06/2014 15.239 15,682 VERIZON COMMUNICATIONS 4 150% 03/15/2024 DTD 03/17/2014 84.723 84,126 VERIZON COMMUNICATIONS 4 400% 11/01/2034 DTD 10/29/2014 67,234 71,287 VIRGINIA ELEC & POWER CO 2 95% JAN 15 2022 DTD 01/12/2012 81,527 80,976 VODAFONE GROUP PLC 5 45% JUN 10 2019 DTD 06/10/2009 31,353 31,349 VOYA FINANCIAL INC 3 125% 07/15/2024 DTD 07/05/2017 34,895 34,677 WALGREENS BOOTS ALLIANCE 3 800% 11/18/2024 DTD 11/18/2014 25,751 25,526 WALGREENS BOOTS ALLIANCE 4 500% 11/18/2034 DTD 11/18/2014 40,044 41,740 WAMU MORTGAGE PASS-THROUGH CER 2004-CB1 CL 6A 6 000% 06/25/2034 DTD 05/24/2004 92,670 92,186 WASHINGTON MUTUAL MSC MORTGAGE 2002-AR3 CL 1A7 VAR RT 12/25/2032 DTD 11/01/2002 31,387 32.612 WELLPOINT INC 3 7% AUG 15 2021 DID 08/15/2011 25,862 25,767 WELLS FARGO & COMPANY 3 450% 02/13/2023 DTD 02/13/2013 151,162 152.835 WELLS FARGO MORTGAGE BACKED SE 2005-ARB CL 3A1 VAR RT 06/25/2035 DTD 05/01/2005 59,319 60,013 WORLD FINANCIAL NETWORK CREDIT 2017-B CL A 1 980% 06/15/2023 DTD 08/16/2017 297,966 296,829 WP CAREY INC 4 600% 04/01/2024 DTD 03/14/2014 62,711 62,667
$ 37.176,349 $ 36,267,608
ATTACHMENT7 KORET FOUNDATION 2017 FORM 990-PF 94-1624987
ATTACHMENT 8
FORM 990PF, PART II - OTHER INVESTMENTS
ENDING ENDING DESCRIPTION BOOK VALUE FMV
FINTAN INVESTMENTS LTD. 404,113. 170,806. GAVEA FUND LTD 1,000,000. 1,181,921. GOLDENTREE CREDIT OPPORTUNITIES, LTD 5,000,000. 7,205,671. GSO SPECIAL SITUATIONS OVERSEAS FUND LTD 3,720,836. 3,388,749. JANA OFFSHORE PARTNERS, LTD. 6,500,000. 6,428,908. MIURA GLOBAL FUND, LTD. 6,250,000. 7,059,133. OCH-ZIFF PRIVATE INVESTORS 1,499,999. 2,262,843. THIRD POINT OFFSHORE FUND LTD. 6,926,621. 9,132,588. WINTON FUTURES FUND LTD. 2,852,761. 4,400,180. BCP VI PRIVATE INVESTORS OFFSHORE, L.P. 850,218. 966,270. CADUCEUS ASIA CPI PRIVATE INVESTORS OFFSHORE, L.P. 927,500. 981,420. CCMP CAPITAL INVESTORS (CAYMAN) II, L.P. 3,258,582. 51,800. DFJ GROWTH FUND 2006 PRIVATE INVESTORS OFFSHORE, L.P. 1,750,000. 1,377,244. HIGHBRIDGE MEZZANINE PARTNERS, L.P. 1,305,477. 190,355. JC FLOWERS II PRIVATE INVESTORS OFFSHORE, L.P. 4,369,507. 1,020,888. KKR EUROPEAN FUND II PRIVATE INVESTORS OFFSHORE (USD), L.P. 4,000,000. 50,312. MIDOCEAN III PRIVATE INVESTORS OFFSHORE, L.P. 1,463,893. 905,616. BLOOM TREE OFFSHORE FUND, LTD. 6,250,000. 6,780,106. WP XII PRIVATE INVESTORS OFFSHORE, L.P. 1,332,375. 1,378,063. RS GLOBAL ENERGY VI 1,516,598. 1,995,283. KKR AMERICAS XII PRIVATE INV. 37,911. 28,684.
TOTALS 61, 216, 391. 56, 956, 840.
ATTACHMENT 8 7FS51I M200 V 17-6F 14812 KORET FOUNDATION 2017 FORM 990-PF 94-1624987
ATTACHMENT 9
FORM 990PF, PART II - OTHER ASSETS
ENDING ENDING DESCRIPTION BOOK VALUE FMV
RECEIVABLES 504,090. 504,090. PREPAID EXPENSES 414,207. 414,207. SPLIT INTEREST AGREEMENT 9,413,858. REDEMPTIONS RECEIVABLE EXCISE TAX RECEIVABLE 38,101. 38,101. MISCELLANEOUS ASSETS 376, 226. 376, 226. PREPAID UBIT EST TAX DEFERRED RENTAL INCOME 108,320. 108,320. PREPAID INVESTMENT CONTRIBUTION 5,000,000. 5,000,000. ACCOUNTS RECEIVABLE 29. 29.
TOTALS 6,440,973. 15,854,833.
ATTACHMENT 9 7FS51I M200 V 17-6F 14812 2017 FORM 990-PF KORET FOUNDATION 94-1624987
ATTACHMENT 10
FORM 990PF, PART II - MORTGAGES AND OTHER NOTES PAYABLE
LENDER: BERKELEY POINT CAPITAL LLC ORIGINAL AMOUNT: 78,748,051. INTEREST RATE: 3.7500 % DATE OF NOTE: 08/28/2014 MATURITY DATE: 09/01/2024 REPAYMENT TERMS: INTEREST DUE MONTHLY & PRINCIPAL DUE UPON MATURITY SECURITY PROVIDED: COLLATERALIZED BY RESIDENTIAL REAL PROPERTY PURPOSE OF LOAN: INVESTMENT & CHARITABLE PURPOSE
BEGINNING BALANCE DUE ...... 78,806,106.
ENDING BALANCE DUE ...... 78,864,162.
TOTAL BEGINNING MORTGAGES AND OTHER NOTES PAYABLE 78,806,106.
TOTAL ENDING MORTGAGES AND OTHER NOTES PAYABLE 78,864,162.
BEGINNING AND ENDING BALANCES ARE NET OF DEBT COST.
7FS51I M200 V 17-6F 14812 • j
2017 FORM 990-PF KORET FOUNDATION 94-1624987
ATTACHMENT 11
FORM 990PF, PART II - OTHER LIABILITIES
ENDING DESCRIPTION BOOK VALUE
DEFERRED EXCISE TAX LIABILITY 6,882,762.
TOTALS 6, 882,762.
7FS51I M200 V 17-6F 14812 KORET FOUNDATION 2017 FORM 990-PF 94- 1624987
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 12
CONTRIBUTIONS EXPENSE ACCT TITLE AND AVERAGE HOURS PER TO EMPLOYEE AND OTHER NAME AND ADDRESS WEEK DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES
TAD TAUBE (TERM 3/31/17) PRESIDENT/DIRECTOR 5,500. 0. 0. 611 FRONT STREET 6.00 SAN FRANCISCO, CA 94111
MICHAEL J. BOSKIN DIRECTOR 29,500. 0. 0. 611 FRONT STREET 15.00 SAN FRANCISCO, CA 94111
ROBERT FRIEND DIRECTOR 26,000. 0. 0. 611 FRONT STREET 15.00 SAN FRANCISCO, CA 94111
RICHARD L. GREENE DIRECTOR 28,500. 0. 0. 611 FRONT STREET 6.00 SAN FRANCISCO, CA 94111
RICHARD C. ATKINSON DIRECTOR 28,500. 0. 0. 611 FRONT STREET 6.00 SAN FRANCISCO, CA 94111
ABRAHAM D. SOFAER DIRECTOR 26,500. 0. 0. 611 FRONT STREET 6.00 SAN FRANCISCO, CA 94111
ATTACHMENT 12 7FS51I M200 V 17-6F 14812 KORET FOUNDATION 2017 FORM 990-PF 94-1624987
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 1 2 ( CON T'D)
CONTRIBUTIONS EXPENSE ACCT TITLE AND AVERAGE HOURS PER TO EMPLOYEE AND OTHER NAME AND ADDRESS WEEK DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES
JEFFREY FARBER CHIEF EXECUTIVE OFFICER 433,481. 90,451. 1,260. 611 FRONT STREET 38.00 SAN FRANCISCO, CA 94111
MARLENA WONG DIRECTOR OF FINANCE 218,070. 38,515. 1,260. 611 FRONT STREET 38.00 SAN FRANCISCO, CA 94111
ANITA FRIEDMAN DIRECTOR 26,000. 0. 0. 611 FRONT STREET 15.00 SAN FRANCISCO, CA 94111
GRAND TOTALS 822,051. 128,966. 2,520.
ATTACHMENT 12 7FS51I M200 V 17-6F 14812 KORET FOUNDATION 2017 FORM 990-PF 94-1624987
990PF, PART VIII - COMPENSATION OF THE FIVE HIGHEST PAID EMPLOYEES ATTACHMENT 13
TITLE AND AVERAGE CONTRIBUTIONS EXPENSE ACCT HOURS PER WEEK TO EMPLOYEE AND OTHER NAME AND ADDRESS DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES
TINA FRANK COO 226,649. 196,924. 105. 611 FRONT STREET 38.00 SAN FRANCISCO, CA 94111
DANIEL FOREMAN DIRECTOR OF PROGRAMS 176,466. 25,792. 998. 611 FRONT STREET 38.00 SAN FRANCISCO, CA 94111
MARINA LUM GRANTS MANAGER 121,742. 16,583. 611 FRONT STREET 38.00 SAN FRANCISCO, CA 94111
FERDIE OSTROW ACCOUNTING MANAGER 111,394. 15,891. 611 FRONT STREET 38.00 SAN FRANCISCO, CA 94111
KYLE MARINSHAW PROGRAM OFFICER 110,100. 12,931. 611 FRONT STREET 38.00 SAN FRANCISCO, CA 94111
TOTAL COMPENSATION 746,351. 268,121. 1,103.
ATTACHMENT 13 7FS51I M200 V 17-6F 14812 2017 FORM 990-PF KORET FOUNDATION 94-1624987
990PF, PART VIII - COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS
ATTACHMENT 14
NAME AND ADDRESS TYPE OF SERVICE COMPENSATION
REDWOOD REAL ESTATE MANAGEMENT MANAGEMENT FEE 691,895. 1050 RALSTON AVENUE BELMONT, CA 94002
WILSON SONSINI G ROSATI LEGAL FEES 384,635. 650 PAGE MILL ROAD PALO ALTO, CA 94304
J.P MORGAN (CORE BOND SMA) INVESTMENT FEE 130,835. 560 MISSION STREET, 23RD FLORR SAN FRANCISCO, CA 94105
JP MORGAN PRIVATE BANK INV. MANAGEMENT 225,000. 712 MAIN STREET, 13TH FLOOR N HOUSTON, TX 77002
DEWINTER GROUP OUTSIDE SERVICES 213,188. 101 2ND STREET #2250 SAN FRANCISCO, CA 94105
TOTAL COMPENSATION 1,645,553.
7FS51I M200 V 17-6F 14812 2017 FORM 990-PF KORET FOUNDATION 94-1624987
ATTACHMENT 15
FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
SEE ATTACHMENT 16
7FS51I M200 V 17-6F 14812 2017 FORM 990-PF KORET FOUNDATION 94-1624987
ATTACHMENT 16
990PF, PART XV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS
SEE ATTACHMENT 16 INFORMATION ABOUT APPLICATION PROCEDURES FOR THE GRANT PROGRAMS OF THE KORET FOUNDATION CAN BE FOUND AT WWW.KORETFOUNDATION.ORG
7FS51I M200 V 17-6F 14812 Koret Foundation Part I, Line 5a and Line 5b - GROSS RENT AND NET RENTAL INCOME (LOSS) 94-1624987 December 31, 2017
Front Street Cherryhill Clubview Valley Green Properties Total
Gross rents 7,110,766 2,956,587 11,194,149 218,915 21,480,417 Other Income (loss) - - - (1 ,231) (1,2 31) 7,110,766 2,956,587 11,194,149 217,684 21,479,186 Expenses: Operating expenses 1,633,222 745,868 2,669,787 46,911 5,095,787 Interest expenses - - 1,554,602 - 1,554,602 Management fee 219,469 91,612 342,663 9,248 662,992 Real estate taxes 133,567 105,736 305,523 16,117 560,944 Depreciation 119,647 50,327 354,585 119,266 643,825 Amortization - - 58,056 11,887 69,943 State income tax - - 1,600 800 2,400
Total expenses 2,105,904 993,543 5,286,816 204,230 8,590,493
Net rental income 5,004,862 1,963,044 5,907,333 13,454 12,888,693
ATTACHMENT 17 Koret Foundation 94-1624987 Form 990-PF, Part I, Line 19 December 31, 2017 and Part II , Line 11
Accumulated Book 2017 Depreciation & Value at Depreciation & Cost Amortization 12/31 /2017 Amortization Rental Properties
Cherry hill Page 2 of10 $ 7,776,220 $ 6,058,774 $ 1,717,446 $ 119,647 Club View Page 3 of 10 3,718,366 3,005,061 713,305 50,327 Valley Green Page 4 of 10 23,415,632 18,632,542 4,783,090 354,585 Front Office Properties Page 5 of 10 4,180,336 483,717 3,696,619 119,266
Part II, Line 11 39,090 ,555 28, 180,094 10,910,461 643,825
Title Insurance, loan fees, and lease cost Rental properties Page 6 of 10 69,943
Land, Bldg , Office furniture and equip Page 9 of 10 434,954 Branding/Communications Page 10 of 10 56,1 20
Part 1, Line 19 , Column (a) $ 1,204,842
Less- office depreciation and amortization not allocated to net investment income (491,074)
Part 1 , Line 19, Column (b) $ 713,768
ATTACHMENT 18 Page 1 of 10 Koret Foundation 94.1624987 Cherryhill 2017 Depreciation Sche dule
Date Cost/ Years of Accum. dep. Depreciation for Accum dep. Description Acquired Basis Method Life as of 12131117 Current year as of 12/31/17
Land 7/1/1980 858,000 - - -
Building 7/1/1980 3,984,891 SL 23 3.984,891 - 3,984,891 Building 7/1/1980 84,156 SL 23 84,156 - 84,156 Budding 7/1/1990 11,698 SL 19 11,698 - 11,698 Building 1981 7,297 SL 15 7,297 - 7,297 Building 1983 136,363 SL 15 136,363 - 136,363 Building 1984 30.135 SL 15 30,135 - 30,135 Building 1985 24,691 SL 18 24,691 - 24,691 Building 1987 91,611 SL 18 91,611 - 91,611 Building 1988 97,485 SL 27 5 97,485 97,485 Building 1989 10,433 SL 275 10,433 - 10,433 Building 1990 21,947 SL 275 21,147 795 21,942 Building 1994 8,900 SL 27 5 7,280 324 7,604 Building 1995 83,823 SL 27 5 65,532 3,048 68,580 22101 4,593,430 4,572,719 4,166 4,576,886
Land Improvement 1993 6.745 SL 15 6,745 - 6.745 2000 5,286 SL 15 5,286 - 5,286 2001 23,077 SL 15 22,301 776 23,077 2003 51,440 SL 15 46,299 3,429 49.728 2007 53,814 SL 15 34,086 3.588 37,674 2008 446,218 SL 15 252,858 29,748 282.606 2009 26,000 SL 15 12,998 1,733 14,731 2010 135,539 SL 15 58,734 9,036 67,770 2011 216,967 SL 15 79,552 14,464 94,016 2013 201,362 SL 15 46,984 13.424 60,408 2014 98,298 SL 15 16,383 6,553 22,936 2015 122,785 SL 15 16,372 8,186 24,558 2016 77,523 SL 15 5,168 5,168 10.336 2017 16,904 SL 15 - 1.127 1,127 2017 19,476 SL 15 1,298 1,298 22106 1,601,434 603,766 98,531 702,297
Carpets & Drapes 80-86 329,030 SL 5 329,030 - 329.030 1993 2,227 SL 7 2,227 - 2.227 22102 331,267 331,257 - 331,257
Appliances 80-88 210,997 SL 5-7 210,997 - 210,997 1989 1,677 SL 7 1,677 - 1,677 1994 1.682 SL 7 1,682 - 1.682 22103 214,356 214,356 - 214,356
Furniture & Equipment 80-83 3,249 SL 5 3,249 - 3.249 1989 1,849 SL 7 1,849 - 1.849 1993 6,093 SL 5 6.093 - 6,093 1994 5,749 SL 7 5,749 - 5,749 1995 3,461 SL 7 3,461 - 3,461 1998 19,483 SL 7 19,483 - 19,483 2008 12,308 SL 7 12,308 - 12,308 2010 5,300 SL 7 4,924 376 5,300 2011 6,871 SL 7 5,401 982 6.383 2012 22,034 SL 7 14,166 3,148 17,314 2013 6.525 SL 7 3,262 932 4,194 2016 12,901 SL 7 1,843 1.831 3,674 22104 105,823 81,788 7,269 89,067
Fixtures 2003 6,446 SL 7 6,446 - 6,446 2008 56,028 SL 7 56,028 - 56.028 2012 22,320 SL 7 14,350 3,189 17,539 2017 19,474 SL 7 2,798 2.798 22107 104,268 76,824 6,987 82,811
Pool Equipment 1980 1,840 SL 5 1.840 - 1,840 1981 7,575 SL 15 7,575 - 7,575 1994 7,606 SL 5 7,606 - 7,606 2005 22,160 SL 5 22,160 22,160 2009 10,000 SL 5 10,000 - 10.000 2014 18,472 SL 5 9.235 3,694 12,929 22106 67,653 68,416 3,694 62,110
Total 7,776,220 5,939,126 119,647 6,058,773 ATTACHMENT 18 Page 2 of 10 Koret Foundation 94-1624987 Clubview Apartments 2017 Depreciation Schedule
Date Cost/ Years of Accum . dep. Depreciation for Accum. dep. Description Acquired Basis Method Life as of 12/31 /16 Current year as of 12/31/17
Land 7/1/1980 401, 200 - - -
Building 7/1/1980 2,204,288 SL 23 2,204,288 - 2,204,288 Building 7/1/1980 28,455 SL 5-10 28,455 - 28,455 Building 1981 44,430 SL 15 44,430 - 44,430 Building 1982 26,445 SL 15 26,445 - 26,445 Building 1983 1,639 SL 15 1,639 - 1,639 Budding 1984 11,845 SL 18 11,845 - 11,845 Building 1985 873 SL 18 873 - 873 Building 1985 2,400 SL 19 2,400 - 2.400 Building 1988 5,293 SL 27 5 5,280 13 5,293 Building 1995 62,201 SL 275 46,369 2,271 48,640 22201 2,387, 869 SL 2,372, 024 2,284 2 ,374,307
Carpets & Drapes 80-86 119,466 SL 5 119,466 - 119,466 2009 84,970 SL 5 84,970 - 84,970 22202 204,436 204,436 - 204,436
Appliances 80-86 68,972 SL 5 68,972 - 68,972 22203 68,972 68,972 - 68,972
Furniture & Equipment 80-83 3,292 SL 5 3,292 - 3,292 1993 6,093 SL 5 6,093 - 6,093 2006 5,202 SL 5 5,202 - 5,202 2009 19,916 SL 5 19,916 - 19,916 2012 16,765 SL 7 10,778 2,395 13,173 2016 18,785 SL 7 2,684 2,672 5,356 22204 70,053 47,965 5,067 53,032
Pool Equipment 1980 288 SL 5 288 - 288 2006 7,357 SL 5 7,357 - 7,357 2009 13,154 SL 5 13,154 - 13,154 2015 8,848 SL 5 3,540 1,770 5,310 2017 19,192 SL 5 3,842 3,842 22205 48 ,839 24, 339 5 , 612 29,951
Land Improvement 2000 11,950 SL 15 11,950 - 11,950 2002 38,550 SL 15 37,265 1,286 38,551 2007 125,306 SL 15 79,363 8,354 87,717 2008 64,014 SL 15 36,278 4,268 40,546 2010 15,579 SL 15 6,747 1.039 7,786 2011 56,880 SL 15 20,856 3,792 24,648 2013 67,143 SL 15 15,666 4,476 20,142 2014 36,978 SL 15 6,163 2,465 8,628 2015 17,782 SL 15 2,370 1,185 3,555 2015 11,300 SL 15 1,506 753 2,259 2016 23,099 SL 15 1.540 1,540 3,080 22206 468,581 219,704 29, 158 248,862
Fixtures 1998 3,600 SL 7 3,600 - 3,600 2009 14,749 SL 7 13,695 1,054 14,749 2017 26,740 SL 7 - 3,820 3,820 2017 7,527 SL 7 - 1,075 1,075 2017 15,800 SL 7 - 2,257 2,257 22207 68,416 17,295 8,206 25,501
Total 3,718,366 2,954,735 50 ,327 3, 005,061
ATTACHMENT 18 Page 3 of 10 Koret Foundation 94-1624887 Valley Green 2017 Depreciation Schedule
Date Cost/ Years of Accum. dep. Depreciation for Accum. dep. Description Acaulre d Ba sis Met hod Life as of 12/31/16 Current Year as of 12/31116
Land 11/3/1982 2.634,094 - - -
Building 11/3/1982 13, 931.309 SL 15 13 ,931.309 - 13,931,309 Building 1983 9,004 SL 15 9,004 - 9.004 Building 1984 9,295 SL 18 9,295 - 9,295 Building 1985 4.388 SL 18 4 .388 - 4,388 Building 1985 2 ,605 SL 19 2,605 - 2,605 Building 1986 11,971 SL 19 11,971 - 11,971 Building 1987 100 , 325 SL 27 5 100,325 - 100.325 Building 1988 149,486 SL 275 149,486 - 149,486 Building 1989 91 , 760 SL 275 91,760 - 91,760 Building 1990 119,633 SL 275 115,275 4 , 350 119,625 Building 1991 139 ,968 SL 275 129,788 5,090 134,878 Building 1992 103,643 SL 275 92,340 3 , 769 96,109 Budding 1993 99.752 51 27 5 85.235 3,627 88,862 Building 1994 27,920 SL 27 5 22,838 1 ,015 23,853 Building 1995 151 . 139 SL 275 118 , 165 5,498 123.661 Building 1998 11,020 SL 275 6,614 401 7,015 22301 14, 963,218 14,880,398 23,748 14,904,146
land Improvement 1994 14 , 920 St. 15 14. 920 - 14,920 2000 8,760 SL 15 8,760 - 8,780 2002 25,360 SL 15 24,519 840 25,359 2004 23.310 SL 15 19,425 1.554 20,979 20D5 204,651 SL 15 163 ,716 13,643 177,359 2006 2,139,706 SL 15 1 , 497,794 142,647 1,640,441 2006 158,129 SL 15 111.191 10 . 542 121,733 2007 163 , 237 SL 15 103.379 10, 882 114,261 2007 20.879 SL 15 13,224 1 . 392 14,616 2008 35,595 SL 15 20, 170 2,373 22,543 2009 139,482 SL 15 69,742 9, 299 79,041 2011 157 , 109 SL 15 57,607 10,474 68,081 2012 13,538 SL 15 4,063 903 4,956 2013 371 , 746 SL 15 86,741 24, 783 111,524 2013 35,400 SL 15 8,260 2,360 10,620 2014 316. 983 SL 15 52,830 21,132 73,962 2015 59,245 SL 15 7.900 3.950 11,850 2015 440,187 SL 15 58,692 29.346 88,038 2015 23 , 380 SL 15 3 118 1.559 4,677 2016 327,432 SL 15 21,829 21.829 43,656 2017 6 , 970 SL 15 - 465 465 2017 7,216 SL 15 481 481 22306 4,693,236 2, 347,880 310 ,463 2,658,333
Carpets & Drapes 82-88 472,547 SL 5-7 472,547 - 472,547 22302 472,647 472,547 - 472,547
Appliances 82.86 382 .533 SL 5 382 , 533 - 382.533 1989 1 , 969 SL 7 1.969 - 1,969 1990 1,840 SL 7 1.840 - 1,840 1991 5.852 SL 7 5,852 - 5,852 1994 3,379 SL 7 3,379 - 3,379 2012 8, 739 SL 7 5,816 1.248 6.864 22303 404,312 401 , 189 1,248 402,437
Furniture 8 Equipment 82-87 16 , 158 SL 5-7 16,158 - 16,158 1989 2, 810 SL 7 2,810 - 2,810 1993 4,661 SL 5 4,661 - 4,661 1994 5.549 SL 7 5,549 - 5,549 1995 1.777 SL 7 1,777 - 1,777 2000 2.979 SL 7 2,979 - 2,979 2009 26,254 SL 7 24, 373 1 ,881 26,254 2010 5,602 SL 7 5,200 400 5,600 2011 18,020 SL 7 14,157 2, 574 16,731 2013 19,066 SL 7 9, 534 2, 724 12,258 2014 6,290 SL 7 2 , 248 899 3,147 2015 13,375 SL 7 3,822 1 ,911 5,733 2016 15,950 SL 7 2 .279 2 267 4,546 2017 25,000 SL 7 3,574 3,574 22304 163,491 95,547 16, 229 111,776
Pool Equipment 1982 1 ,636 SL 5 1,636 - 1.636 1995 8. 714 SL 5 8,714 - 8,714 2013 14 , 466 SL 5 10, 125 2,906 13,031 22305 24 , 816 20,475 2,906 23,381
Fodures 1997 18,382 SL 7 18.382 - 18,382 1998 13,017 St. 7 13,017 - 13,017 2000 4,538 SL 7 4, 538 - 4.538 2003 23,983 SL 7 23,983 - 23,983 69,920 59,920 - 59,920 22307
Total 23 ,415,632 - 18,277,956 354,585 18, 632,642 ATTACHMENT 18
Page 4 of 10 KORET FOUNDATION 94-1624987 2015 Depreciation Schedule Front Office Properties - Rental Portion
Class Accum . Deprec . Depreciation for Accum. Dep. Description Cost/Basis Method Life as of 12/31/2016 Current Year as of 12131/2017
Land - 607-611 Front Street 727,200 SL
Building 607-611 Front Street 494,124 SL 39 yrs 39,065 12,671 51,736 Building 607-611 Front Street 310,936 SL 39 yrs 24,583 7,973 32,556 Building 607-611 Front Street 1,882,068 SL 39 yrs 148,796 48,257 197,053 Elevator 607-611 Front Street 33,869 SL 20 yrs 5,221 1,693 6,914 HVAC 607-611 Front Street 110,341 SL 15 yrs 22,681 7,356 30,037 Building 607-611 Front Street 187,960 SL 39 yrs 14,458 4,820 19,278 Building 607-611 Front Street 52,038 SL 39 yrs 4,003 1,335 5,339 Building 607-611 Front Street 1,431 SL 39 yrs 110 38 148 Building 607-611 Front Street 7,056 SL 39 yrs 542 180 722 Building 607-611 Front Street 12,261 SL 39 yrs 943 314 1,257 Building 607-611 Front Street 1,987 SL 39 yrs. 153 52 205 Building 607-611 Front Street 758 SL 39 yrs 59 20 79 Building 607-611 Front Street 7,221 SL 39 yrs 556 186 742 Building 607-611 Front Street 1,991 SL 39 yrs 153 52 206 Building 607-611 Front Street 632 SL 39 yrs 49 17 66 Building 607-611 Front Street 368 SL 39 yrs 28 9 37 Building 607-611 Front Street 244 SL 39 yrs 19 6 25 Building 607-611 Front Street 465 SL 39 yrs 24 12 36 Building 607-611 Front Street 858 SL 39 yrs 40 23 63 Building 607-611 Front Street 13,722 SL 39 yrs 616 352 968 Building 607-611 Front Street 342 SL 39 yrs 15 9 24 Building 607-611 Front Street 228 SL 39 yrs 9 6 15 Building 607-611 Front Street 19,327 SL 39 yrs 785 494 503 Building 607-611 Front Street 2,969 SL 39 yrs 121 76 861 Building 607-611 Front Street 74 SL 39 yrs 3 3 124 Building 607-611 Front Street 1,528 SL 39 yrs 56 38 41 Building 607-611 Front Street 7,112 SL 39 yrs - 180 236
Subtotal - FOP 3, 151,913 263,089 86,173 349,271
Total Land and Building - FOP 3 ,879,113 263 ,089 86,173 349,271
HighCom Security Services 23,645 SL 5yrs 16,551 4,730 21,281 HighCom Security Services 3,168 SL 5yrs 2,218 634 2,852 HighCom Security Services 702 SL 5yrs 421 140 561 HighCom Security Services 828 SL 5yrs 497 166 663 HighCom Security Services 418 SL 5yrs 104 84 188 HighCom Security Services 857 SL 5yrs 72 172 244 Subtotal - FOP 29, 618 19,863 5, 925 25,788
Nibbi Brothers 4,225 SL 1Oyrs 1,266 420 1,686 Ecobay Services Inc 8,850 SL 1Oyrs 2,658 888 3,546 ALCAL Specialty Contracting Inc 1,277 SL 10yrs 387 132 519 Van Brunt Associates Inc. 485 SL 10yrs 146 48 194 Benchmark Environmental Engineering 750 SL 1Oyrs 222 72 294 Institutional Venture Management XIV LLC 254,462 SL 1 Oyrs 76,343 25,452 101,795 Institutional Venture Management XIV LLC 1,556 SL 1Oyrs 469 156 625 Total Tenant improvement- IVP 271, 605 81 ,490 27, 168 108,658
Total 4, 180,336 364,441 119,266 483,717
ATTACHMENT 18 Page 5 of 10 Koret Foundation 94-1624987 Form 990-P F, Part I, Line 19 Statement 18, page 516 December 31, 2017 Accumulation Accumulation Beginning Years of Amortization Amortization Disposed of Amortization Description Balance Method Life 12131/2016 Current year Current Year 12/31/2017
Valley Green Loan fees 566,005 SL 10 130,624 58,056 188,680
Front Office Properties LP Lease costs 106,841 10 35,603 11,887 47,490
Total 672,846 166,227 69,943 236,170
ATTACHMENT 18 Page 6 of 10 KORET FOUNDATION 94-1624987 2017 Depreciation Schedule Front Office Properties - Charitable Use Portion
Class Accum. Deprec. Depreciation Accum. Dep. Description Cost/Basis Method Life as of 12/3112016 Current Year as of 1213112017
Land - 607-611 Front Street 2,272,800 SL
Subtotal - FOP 2,272,800
Building 607-611 Front Street 1,544,341 SL 39 yrs 122,094 39,600 161,695 Building 607-611 Front Street 971,804 SL 39 yrs 76,831 24,918 101,749 Building 607-611 Front Street 5,882,240 SL 39 yrs 465,050 150,816 615,866 Elevator 607-611 Front Street 105,856 SL 20 yrs 16,318 5,291 21,609 HVAC 607-611 Front Street 344,861 SL 15 yrs 70,888 22,992 93,880 Building 607-611 Front Street 587,452 SL 39 yrs 45,187 15,064 60.251 Building 607-611 Front Street 162,641 SL 39 yrs 12,512 4,173 16,685 Building 607-611 Front Street 4,473 SL 39 yrs 345 118 463 Building 607-611 Front Street 22,053 SL 39 yrs 1,695 564 2,259 Building 607-611 Front Street 38,322 SL 39 yrs 2,948 982 3,929 Building 607-611 Front Street 6,211 SL 39 yrs 479 164 643 Building 607-611 Front Street 2,370 SL 39 yrs 183 64 247 Building 607-611 Front Street 22,569 SL 39 yrs 1,737 582 2,319 Building 607-611 Front Street 6,221 SL 39 yrs 479 164 643 Building 607-611 Front Street 1,975 SL 39 yrs 152 55 206 Building 607-611 Front Street 1,150 SL 39 yrs 89 27 116 Building 607-611 Front Street 764 SL 39 yrs 59 18 77 Building 607-611 Front Street 1,453 SL 39 yrs 74 36 111 Building 607-611 Front Street 2,681 SL 39 yrs 127 73 199 Building 607-611 Front Street 42,888 SL 39 yrs 1,925 1,100 3,025 Building 607-611 Front Street 1,069 SL 39 yrs 48 27 75 Building 607-611 Front Street 714 SL 39 yrs 29 18 47 Building 607-611 Front Street 60,406 SL 39 yrs 2,452 1,546 3,998 Building 607-611 Front Street 9,281 SL 39 yrs 377 236 613 Building 607-611 Front Street 232 SL 39 yrs 9 9 18 Building 607-611 Front Street 4,777 SL 39 yrs 173 118 292 Building 607-611 Front Street 21,874 SL 39 yrs - 564 564
Subtotal - FOP 9,850,677 822,261 269,318 1,091,578
Total Land and Building - FOP 12, 123,561 822,261 269, 318 1 , 091,678
Office Furniture 42,041 SL 7ys 42,041 - 42,041 Picture from Israel in Jeffs office 4,073 SL 7ys 4,073 - 4,073 Eching Prints in Jeff office 2,613 SL 7ys 2,613 - 2,613 Chair for Ashley Rodwick 1,879 SL 7ys 1,478 401 1,879 Furniture - 611 Front Street 587,513 SL 7ys 258,786 83,928 342,714 Furniture - 611 Front Street 51,483 SL 7ys 22,678 7,356 30,034 Furniture - 611 Front Street 3,445 SL 7ys 1,517 492 2,009 John Lewis Glass 28,750 SL 7ys 12,663 4,104 16,767 Evans & Brown 5,000 SL 7ys 774 - 774 Evans & Brown 4,000 SL 7ys 619 - 619 Evans & Brown - reversal (9,000) SL 7ys (1,393) - (1,393) John Lewis Glass 32,250 SL 7ys 14,205 4,608 18,813 2014 Furniture Purchases - see Furniture deta 246,607 22,629 - 22,629 2014 Furniture Purchases - reversal (246,607) (22,629) - (22,629) Aston Pereira 11,626 SL 7ys 4,984 1,656 6,640 Aston Pereira 4,509 SL 7ys 1,879 648 2,527 Aston Pereira 26,201 SL 7ys 10,606 3,744 14,350 Aston Pereira 2,719 SL 7ys 1,069 384 1,453 Aston Pereira 22,715 SL 7ys 8,383 3,240 11,623 Young Electric Co. Inc. 4,155 SL 7ys 1,435 588 2,023 Ferrous Studios Inc. 2,448 SL 7ys 817 348 1,165 Young Electric Co Inc 2,000 SL 7ys 667 288 955
ATTACHMENT 18 Page 7 of 10 KORET FOUNDATION 94-1624987 2017 Depreciation Schedule Front Office Properties - Charitable Use Portion
Class Accum . Deprec. Depreciation Accurm Dep. Description Cost/Basis Method Life as of 1 213 1120 1 6 Current Year as of 1213112017 Aston Pereira 1,908 SL 7ys 590 276 866 Aston Pereira 880 SL 7ys 252 120 372 Aston Pereira 2.286 SL 7ys 572 324 896 Aston Pereira 2,088 SL 7ys 472 300 772 Aston Pereira 3,190 SL 7ys 646 456 1.102 Aston Pereira 3,190 SL 7ys 646 456 1,102 Aston Pereira 987 SL 7ys 141 144 285 Monark of California 3,345 SL 7ys 478 480 958 Aston Pereira 5,396 SL 7ys - 448 448 Aston Pereira 1,003 SL 7ys - 48 48
Total Furniture - KORET 854,691 393 ,689 114, 837 508,527
Teleconference equip (board rm) 10,930 SL 7yrs 10,930 - 10,930 Library TV 2,533 SL 7yrs 2,533 - 2,533 Comtech Phones 15,979 SL 5yrs 11,186 4,793 15,979 Total Media Concepts Inc -Direct TV 1,885 SL 5yrs 1,320 238 1,558 Total Media Concepts Inc -Direct TV 133 SL 5yrs 94 372 466 San Francisco Telephone 4,346 SL 5yrs 3,043 24 3,067 Comtech Phones 791 SL 5yrs 553 864 1,417 Audio Visual Design Group 6,792 SL 5yrs 4,075 1,356 5,431 San Francisco Telephone 578 SL 5yrs 347 120 467 Total Media Concepts Inc -Direct TV 668 SL 5yrs 379 132 511 Audio Visual Design Group 12,615 SL 5yrs 7,149 2, 520 9,669 Audio Visual Design Group 3,939 SL 5yrs 1,510 792 2,302 One Workplace 1,350 SL 5yrs 473 276 749
Subtotal -KORET 62,539 43,692 11,487 55,078
HighCom Security Services 73,900 SL 5yrs 51,729 14,782 66,512 HighCom Security Services 9,902 SL 5yrs 6,931 1, 982 8,913 HighCom Security Services 2,195 SL 5yrs 1,316 436 1,753 HighCom Security Services 2,589 SL 5yrs 1,553 518 2,071 HighCom Security Services 1,305 SL 5yrs 326 264 590 HighCom Security Services 2,677 SL 5yrs 223 536 760 Subtotal - FOP 92, 567 62,079 18 , 519 80,598
GIFTS For Window 29,895 SL 5yrs 29,895 - 29,895 Computer systems 6,182 SL 5yrs 6,182 - 6,182 Computer systems 2,778 SL 10yrs 2,778 - 2,778 Laptop 3 1,751 SL 5yrs 1,751 - 1,751 PowerEdge T610 Server 5.842 SL 5yrs 5,842 - 5,842 Computer systems 8.340 SL 5yrs 8,340 - 8,340 PowerConnect Ports 715 SL 5yrs 715 - 715 Computer systems 4,182 SL 5yrs 3,766 416 4,182 Networking Equipment 19 ,732 SL 5yrs 13,811 3,948 17,759 Laptop-Sara 1 ,696 SL 5yrs 1,187 336 1,523 Computer systems 6,346 SL 5yrs 3,596 1,764 5,360 Computer systems 2,580 SL 5yrs 1,290 516 1,806 Computer systems 1,264 SL 5yrs 590 674 1,264 Computer systems 1,380 SL 5yrs 575 805 1,380 Dell Latitude E7450 Laptop 1,584 SL 5yrs 475 312 787 Dell Optiplex desktops 795 SL 5yrs 186 156 342 Dell Optiplex desktops 795 SL 5yrs 186 156 342
ATTACHMENT18 Page 8 of 10 KORET FOUNDATION 94-1624987 2017 Depreciation Schedule Front Office Properties - Charitable Use Portion
Class Accum Deprec. Depreciation Accum. Dep. Description Cost/Basis Method Life as of 12/31/2016 Current Year as of 1213112017 Dell Optiplex desktops 795 SL 5yrs 186 156 342 Dell Optiplex desktops 795 SL 5yrs 186 156 342 Dell Optiplex desktops 795 SL 5yrs 186 156 342 PowerEdge Server 8,923 SL 5yrs - 745 745 Dell Latutude laptops 7 ,401 SL 5yrs - - Dell Optiplex desktops 1,189 SL 5yrs - -
Total Computer - KORET 115,756 81 ,725 1 0,29 6 92,021
Aston Perelra & Associates - 2 Artworks 18,122 SL 15yrs 3,322 1,212 4,534 Mural 81 ,700 SL 39yrs 5,586 2,100 7,686 Harold R Francis - Magic Carpet 2,500 SL 15yrs 445 168 613 Charley Brown Fine Art 15,225 SL 15yrs 2,453 1,020 3,473 Aston Pereira & Associates - 4 Artworks 23,455 SL 15yrs 3,779 1, 560 5,339 Witold Kaczanowski 10.151 SL 15yrs 1,636 672 2,308 Fred Lyon 25,013 SL 15yrs 3,752 1, 668 5,420 Witold Kaczanowski 9,000 SL 15yrs 1,300 600 1,900 Witold Kaczanowski 6,000 SL 15yrs 867 396 1.263 Witold Kaczanowski 5,000 SL 15yrs 666 336 1,002 Aston Pereira & Associates - Mary Souza 5,854 SL 15yrs 715 396 1,111 Ason Pereira & Associates 353 SL 15yrs 23.50 24 48 SFMoma Artists Gallery 2,406 SL 15yrs 79.98 156 236 Aston Pereira & Associates 3,581 SL 15yrs - 180 180 Total Artwork - Koret 208,359 24,624 10 ,488 35,112 Total 13 ,457,389 1 ,427,970 434,944 1,862,914
ATTACHMENT 18 Page 9 of 10 Koret Foundation 94-1624987 Form 990-PF, Part I, Line 19 2017 Amortization Expense - Charitable Purposes
Date Class Accum Amort. Amortization Disposals Accum Amort Description Acquired Cast/Basis Method Life As of 12/31/2016 for 2017 2017 As of 12/31/2017
Brand ing/Communications-Hinnchs 3/18/2013 21,000 SL Syrs 14,700 4,200 2,100 21,000 Branding/Communications-Hinrichs 5/17/2013 29,294 SL 5yrs 20,499 5,858 2,936 29,294 Branding/Communications-Hinrichs 6/14/2013 20,000 SL 5yrs 13,993 3,999 2,009 20,001 Branding/Communications-Hinnchs 9/24/2013 68 SL 5yrs 45 13 10 68 Branding/Communications-Hinnchs 11/27/2013 40 SL 5yrs 35 4 - 39 Branding/Communications-Havas Worldwide 9/15/2013 25,000 SL 5yrs 17,507 5,001 2,491 24,999 Branding/Communications-Havas Worldwide 11/27/2013 50,000 SL Syrs 34,993 9,999 5,009 50,002 Branding/Communications-Havas Worldwide 7/31/2014 25,000 SL Syrs 12,507 5,001 7,490 24,998 Subtotal 170,402 114,280 34,075 22,046 170,402
Total 2017 Amortization Expense 56,120
ATTACHMENT 18 Page 10 of 10 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Pald Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years Status YTD 2017 2018 2019 Balance
2000
Marine Mammal Center PC 525000000 5150,00000 5100,00000 $000 $000 $000 $000 Sausalito, CA Awarded $250,000 over 48 months Capital Support for the Marine Manurial Life Sciences Center
20060176106.0225
Total2006 $25000000 $150,00000 510000000 $000 soon $000 $000 (1 Item)
2008
Merme Mammal Center PC $25000000 $125,00000 $125,00000 $000 $000 6000 $000 Sausalito, CA Awarded 5250,000 over 24 months
Capital Support jar the Marine Mammal Life Caences Center (Second Grant/or This Project)
20080332/08-0251
San F. ancoco Bolamcnl Gat den Society at Ssybme Arboretum PC $100,000 00 550, 00000 $000 5000 $000 $50,00000 $000
San Francisco, CA
Awarded $100 , 000 over 48 months The Garden We Love A Campaign for the San Fronasco Botanical Garden
20070257/08.0327
Total2008 5350 , 00000 $175,00000 $125 , 00000 $000 $000 $50,0000D $000 (2 items)
2011
NCB Capital Impact PC $50 00000 $0 00 $000 $000 $50,000 00 $0 00 Arlington, VA $000 Awarded $50,000 over 12 months People's Community Market Project in West Oakland, to be matched 1 1
20110349/11-0261
Total 2011 $5000000 $000 $000 $000 S50.00000 $000 $000 (1 Item)
2012
ATTACHMENT 19 '5' Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/ Ref. Num . Total Prior Years YTD Balance Status 2017 2018 2019
Commonwealth Club of California PC S2 700 000 00 $900,00000 $600,00000 $000 $1 200,000 00 $00o 0000 Son Francisco. CA Awarded $2 , 700,000 over 36 months capital Campaign 20110210/ 12-0269
North Penmsula Jewish Community Campus PC $1,000,000 00 $750 00000 $250,000 00 $000 $000 $000 $000 Foster City. CA Awarded 51 , 000,000 over 60 months Land Purchase Capital Campaign 20120201 / 12-0157
Total 2012 $3 700 000 00 S 1 650,000 00 $85000000 $000 $1 200, 000 00 $000 $000 (2 Items)
2013
The Eaploraroriam PC $3, 000,000 00 $2,400 , 000 00 $600, 00000 $000 $000 $000 $000 San Francisco, CA Awarded 53 , 000 000 over 60 months Capital Campaign 20130050/ 13-0158
The Board of Trustees of the Leland Stanford Junior Unreeratty PC $224.17050 $225.00000 ($82950) $000 $000 $000 $000
Stanford CA
Awarded $224 171 over 36 months General Operating Support 20130229/13-0233
Total 2013 $3,224,17050 $2625 , 00000 5599,17050 $000 $000 $000 $000 (2 items)
2014
Unnersity of Celdomta Berkeley Foundation PC S15000000 $10000000 $50,00000 $000 $000 $000 $000 Berkeley, CA Awarded $150,000 over 36 months Cal Performm ¢es Kern Recital Sene, at UC Berkeley
20140269/ 14.0290
FJC PC 583,30000 $33,32000 $16,66000 5000 $1666000 S16,66000 $000 New York, NY Awarded 583,300 over 60 months Recommendedfor the Jean/i Community ofPoland Fund ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation -111117 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Tenn ( in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Rel. Num. Total Prior Years YTD Balance Status 2017 2018 2019
20140296114-0295
Graduate Theologrcnl Union PC $500,000 00 $300,000 00 $100,00000 so 00 S 100,000 00 so 00 $000 Berkeley CA Awarded 5500,000 over 60 months The Dianer Center for Jar,sb Studies 20140081/14-0127
J. David Glndslone Institutes PC 51 800 000 00 $I 200.00000 $600,00000 S0 00 $000 S0 00 $000 Son Francisco, CA Awarded SI 800 000 over 36 months Kern Taube Center for Nnvodegeneranve Disease Research
20140220/ 14-0199
Ronald McDonald I louse at Stanford PC $1,000.00000 $800.00000 5200,00000 $000 S000 $000 $000 Palo Alto. CA Awarded $1,000,000 over 36 months Hope is Grorvurg Campurgn 20140074/14-01 19
San Francisco General Hospital Foundation PC $2,500.000 00 $2,000,000 00 $500,00000 So 00 $000 SO 00 5000 San Francisco, CA Awarded $2,500,000 over 36 months Heart ofOur City Capital Campaign 20130320114-0048
The Shalom Hartman Institute of North America PC 51,20000000 $1,050,00000 $150,00000 $000 $000 $000 $000 New York, NY Awarded S 1200 000 over 36 months Bay Area Je+wsb Peoplehood Progronu 20140194/14-0213
Stanford Health Care PC 5360.00000 $18000000 560,00000 $000 560,000 00 560 000 00 $000 Stanford CA Awarded $360,000 over 60 months Jewish Chaplaincy 20140203/14-0214
Teach For Amen", Inc. PC $30000000 $200,00000 5100,000 00 $000 SO 00 SO 00 5000 San Francisco, CA Awarded $300,000 over 36 months General Operating Support 20140289/14-0292
Regents of the Unrcendy of Califomta PC 55 000 000 00 $2 187,500 00 S950,00000 $000 $950,00000 $912,50000 SO 00 Davis, CA Aviarded $5,000 000 over 60 months
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/ Ref. Num . Status Total Prior Years nD Balance 2017 2018 2019 UC Darva School ofVeterljta?y Medicine 20140131 / 14-0121
Union for Reform Jadaum PC $4,000 , 000 00 $3,000,000 00 Si 000,000 00 $000 $000 50 00 $000 New York, NY Awarded $4 , 000,000 over 60 months Canip Nnrmart Conference Retreat Center Capital Cantpargn
20140284 / 14.0293
Total 2014 $16,893 300 00 S I 1050 , 820 00 $3 726,660 00 $000 $1.126,660 00 S999.16000 $000 (11 items)
2015
American Israel Education Foundation , Inc PC $3,000,000 00 52, 000,000 00 $1 000,000 00 $000 $000 $000 S000 Washington, DC Awarded $3 ,000,000 over 36 months Outreach and Education Programs 20150090/ 15-0166
Asian Art Museum Foundation of San Francisco PC 52 , 000,000 00 $500. 00000 $500, 00000 $0 00 $500.00000 $500, 00000 $000 San Francisco CA Awarded $2 000 000 over 48 months Capital Campaign to support the Education Center 20120435 / 15-0028
Beyond 12, Inc. PC $10000000 $50,00000 $50 000 00 00 00 $000 $000 $000 San Francisco CA Awarded 5100,000 over 24 months General Operating Support 2W0245 / 15-0234
California Pacific Medical Center Foundation PC $10000000 550,00000 $50,00000 5000 $000 $000 $000 San Francisco, CA Awarded $100, 000 over 24 months Jobe! Venture Health Pilot 20150189/ 15-0232
Cristo Rey San Jose High School PC $200 000 00 $100,000 00 5100,000 00 5000 S000 5000 5000 San Jose, CA Awarded $200 , 000 over 12 months Capital Campaign 20150083 / 15-0162
Federolut Society for Low and Public Policy Studies PC 5180,00000 $120, 00000 560,00000 5000 5000 $000 5000
Washington, DC
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12131/17 Report run on 1/10/2018
Organization
Grant Total and Term (In Months) IRS Grant Paid Paid Schadrded Payments Remaining Foundation Request ID/Ref. Num . Total Prior Years YTD Balance Status 2017 2018 2078 Awarded $180 ,000 over 36 months Bay Area Law School Chaptrrr 201 c0181l15-0230
Foundation of City College of San Francisco PC $420.00000 $105 , 000 00 $ 105,000 00 $000 $210,00000 $000 $000 San Francisco CA Awarded $ 420,000 over 48 months Komi Schofoes Program 20150252/15-0225
Foundation of City College of San Francisco PC $360 000 00 S150.00000 5150,000 00 $000 $ 60,000 00 $0 00 $0 00 San Francisco CA Awarded 5360 000 over 24 months Enhanced Web Technology Project 20150253 / 15-0226
Golden Gate National Parka Conservancy PC 51.000 000 00 S250,00000 $250.00000 $000 5250 000 00 $ 25000000 $000 San Francisco. CA Awarded $1 , 000,000 over 12 months Presidia Parklands Capital Project 20150012 /15-0024
KQED , Inc PC $30000000 5200, 00000 $100 , 00000 5000 5000 $000 $000 Son Francisco CA Awarded $ 300,000 over 36 months Education Department Expansion 20150095 / 15-0102
New Leaden PC $100.00000 $50.000 00 550,000 00 SO 00 $000 SO 00 $000 New Yorl NY Awarded $100,000 over 24 months Bay Arm lnsrnicaaml Leadership Fellcns Program 20150238/15-0233
Oshman Family Jewish Community Center PC $4,000 000 00 $ 1 600.000 00 S i 600,000 00 $000 $800,00000 $000 $000 Palo Alto. CA Awarded $4 000 000 over 60 months Taube Koren Campus Fidfillmg the t9slon Campaign 201 ID065 / 15-0088
The University Cam porahon San Francisco Slate PC 59000000 $30,00000 $60,00000 $000 $000 $000 $000 Son Francisco, CA Awarded $90, 000 over 36 months Jewish Studies Program 20150063115-0100
Shalem Foundation PC 02,990,000 00 0996, 667 00 $498,333 00 $000 $498.33300 S498.33300 $498,33400 New York, NY Awarded 52 , 990 000 over 72 months ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 - Report run on 1/10/2018
Organization
Grant Total and Term (in Months ) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref Num. Total Prior Years YTD Balance . Status 2017 2018 2019 The Academar Program in Western Political Thought and Engagemem and the Korel Senior Felloxahrp 20150165115-0167
The Board of Trustees of the Leland Stanford Junior Vnivenny PC $240,00000 5160,00000 580000 00 $000 $000 5000 $000
Stanford. CA
Awarded $240, 000 over 36 months Jeansh Studies Program 20150062/ 15-0098
Regents of the University of California PC $150 00000 $10000000 550,00000 $000 $000 $000 $000 Santa Cruz, CA Awarded $150, 000 over 36 months Jewish Studies Program 20150064/15.0099
University of California Berkeley Foundation PC S 1,060, 63000 $630,315 00 $430.31500 $000 $000 $000 S000 Berkeley CA Awarded $1,060 630 over 24 months UCB/UCSF p/annmg grant /or Berkeley Global Campus at Richmond Bay
20150244/ 15-0223
Total 2015 $16 290 630 00 $7 091,982 00 55 133,648 00 $000 $2,318,333 00 $1,248,333 00 $498,334 00 (17 items)
zi
San Francisco Forty Nines, Foundation PC $100 000 00 $000 S100.00000 $000 $000 $000 $000 Santa Clara CA Awarded $100 000 over 12 months Touchdor ns/or Kids Program 201602021 16.0216
Addison Penzak Jewish Community Center or silicon Valley PC S61500000 $20500000 $205,000 00 $000 $205,000 00 S000 $000
Los Grstos CA
Awn rded $615,000 over 36 months Jerush Peoplehood Programs and Capacity Building 20160192/16-0225
APIA Foundation, Inc PC S20 000 00 S000 52020, 00000000 $0 00 $000 SD 00 S000 New York, NY Awarded S20.000 over 12 months General Operating Support its Honor ofAyon Hirst Ali
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years YTD Balance Status 2017 2018 2019 52/16-0292
American Cancer Society , Inc PC $1,000 00 $000 $1,00000 5000 $000 5000 $000 Oklehomo City OK Awarded $1,000 over 12 months General Operating Support 41 /1 &0296
American Friends of Belt Hatfutsot PC S 10 000,000 00 SO 00 $3 333,000 00 $000 $3,333,000 00 $3 334.000 00 $000 New York. NY Awarded 510, 000 000 over 36 months Establish the Koret International Schoolfor Jewish Peoplehood at the Museum ofthe Jeusrh People 21/16-0274
American Israel Education Foundat i on, Inc PC S30,001000 5000 530,000 00 $000 So 00 SO OD SO 00 Washington, DC Awarded $30 000 over 12 months General Opera wig Support 64/16-0294
Ameri can Jewish Joint Distribution Committee , Inc. PC S25 000 00 SO 00 S25.00000 S0 00 So 00 SO 00 $000
New You, NY
Awarded S25 000 over 12 months Recommntend the money be sent to the Galicia Museum or Krakow
61/16-0284
Association of the Jewish Historical institute or Poland NC $60,000 00 $30,00000 $30 ,00000 S000 $000 $000 $000
Warsaw
Awarded $60,000 over 24 months POLIN Murea n, Donor Counctl 20160046/16-0049
Beyond Differences PC $52046 00 $000 $52 ,046 00 S0 00 $000 SO 00 $000 Son Rafnet, CA Awarded $52, 046 over 12 months for esponston into the Oakland Untfled School District
30/16-0272
BrmBom PC $15000000 5000 575,00000 $000 575,00000 5000 $000 Oakland CA Awarded $150 000 over 24 months Jndarsm 1111 program 39/16-0279
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID Ref. Num. Total Prior Years YTD Balance / Status 2017 2018 2019
California College of the Arts PC $20000000 $100,00000 $100,00000 $000 $000 $000 $000 Oakland, CA Awarded $200,000 over 24 months Joseph Korer Scholarship 20160094/16-0125
California Pacific Medical Center Foundation PC $2,500 00 $000 $2,500 00 $000 SO 00 $000 $000 Son Francisco CA Awarded $2 , 500 over 12 months St Lake's Foundation for the Benefit ojthe St Lake's Auulmry
4 711 6-02 93
Tawonga Jewish Community Corporation PC 55000000 $000 $50,00000 SO 00 $000 SO 00 50 00 San Francisco, CA Awarded $50,000 over 12 months General Operating Snpporl 10/16-02R2
Stanford Jewish Center. Inc PC $150,000 00 $50,000 00 $50,000 00 SO 00 $50,000 00 SO 00 $000 Palo Alto CA Aviarded $150 , 000 over 36 months Shobbal Dinner Program 20160109/ 16-0131
Chabad Jewish Center of Chico, Inc PC $30,000 00 $10,000 00 S 10,000 00 $000 $10,000 00 5000 $000 Chico, CA Awarded S30 000 over 36 months Shobbm Dourer Progmnt 20160112116-0138
Chabad Jewish Student renter at Berkeley, Inc PC $12000000 $40,00000 $40,00000 $0 00 $40 000 00 5000 $000 Berkeley, CA Awarded $120, 000 over 36 months Shabbar Duster Progroin 20160110/16-0132
College Track PC $100,00000 $000 $100,00000 S000 S000 $000 $000 Oakland, CA Awarded $100,000 over 12 months Bay Area General Operating Support 33116.0270
Commonwealth Club of California PC $200, 00000 $100,00000 $100,00000 $00o SOOo $000 $000 San Francisco, CA Awarded $200,000 over 24 months INFORUM Program 20160128 / 16-0126 ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 111117 - 12131/17 Report run on 1/10/2018
Organization
Grant Total and Term ( In Months) IRS Grant Palti Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years Balance Status YTD 2017 2018 2019
Congregation Beth Sholom San Francisco PC SI000000 $000 $10.00000 S000 5000 $000 $000 San Francisco. CA Awarded $10 , 000 over 12 months General Operating Support 58116.0288
Contemporary Jewu; h Museum PC S750.00000 $250,000 00 $250,00000 $000 5250,000 00 $0 00 SO 00 San Frencuco. CA Awarded 8750, 000 over 36 months Designated !erns!, Peoplehood Exhibitions and Progrants for Young Adults and Families
20160108/ 16-0130
Cornerstone Church PC $20, 00000 5000 $20,00000 $000 $000 $000 $000 Harbor City CA Awarded $20, 000 over 12 months General Operating Support 57/16-0289
Ethics and Public Policy Center, Inc PC 518.00000 $000 $18 , 000 00 SO 00 $000 $000 $000 Washington, DC Awarded $18 000 over 12 months Fellouchlp Slipper! In honor of Senior Fellow Stanley Kurtz
56/16-0290
The Esploratormm PC $25.00000 $000 $25,00000 $000 SO 00 SO 00 $000 San Francisco CA Awnrdcd $25,000 over 12 months After Dark Program 20160188 / 16.0208
Forward Association , Inc PC 520,000 00 $000 $20 000 00 $0 00 $000 SO 00 $000 New York. NY Awarded $20,000 over 12 months General Operating Supportfor the Jewish Daily Fanned
51116-0286
Friends of JCC Krakow , Inc PC 5100 000 00 $50,000 OD $50,00000 $000 $0 00 $000 SO 00 Suffern NY Awarded $100 000 over 12 months General Operating Supportfor the JCC Krakow, Inc 20160023 / 16-0067
Friends of the Fromm Institute for Life- Long Lemnmg SO III FI SI00 , 00000 S000 $50,00000 $000 550,00000 5000 $000
Larkspur, CA
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num . Total Prior Years YTD Balance Status 2017 2018 2019 Awarded 5100 000 over 24 months Fronuncasi Program 20160183 /16.0212
Golden State Warriors Community Foundation PC $100,000 00 $000 $100.00000 $000 $000 $000 $000 Oakland CA Awarded 5100,000 over 12 months Hoops for Kids Program 20160201 / 16-0215
University of California Berkeley Foundation PC $300 000 00 $100.00000 5200,000 00 SO 00 $000 $000 $000 Berkeley CA Awarded $300 000 over 12 months Learning Center Renneanon in Kroeber Hall Gallery at the Hearst Museum "a I I Match
20160124/16-0117
Hebrew Union College-Jewish institute or Religion PC 53,750,00000 $000 $1250,00000 $000 $1250,00000 81,250,00000 $000 Cincinnati, OH Awarded $3,750 000 over 36 months Koren Fellows Program rn Israel 16/16-0275
Honeymoon Israel Foundation , Inc PC S100.00000 $50,00000 550,000 00 5000 5000 $000 5000 East Amherst NY Awarded SI00 000 over 24 months Trips to Israel and Peoplehood Retreats for Bay Area Couples
20160092/ 16-0135
The Board of Trustees of the Leland Stanford Junior University PC $500,00000 $125,000 00 $125,000 00 $000 $125,00000 $125,00000 $000
Stanford, CA
Awarded $500 , 000 over 48 months Adaptation to Climate Change research program at the Hoover bunmuan
20160028116-0111
Immaculate Conception Academy PC $100 000 00 $50.00000 $50 000 00 $0 00 SO 00 SO 00 SO 00 San Francisco, CA Awarded SI00,000 over 24 months Scholarship Support 20160186116-0219
Ion AIU ( US) Global Humanitarian Asuslaace , Inc PC S 1 , 600,000 00 $800.00000 $800,000 OD $000 $000 5000 $000 Palo Alto CA Awarded 81,600 , 000 over 24 months Establish Bay Area Operations and Programs, andjor a Global Humanitarian ReliefEmergency Fund
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (In Months) IRS Grant Pald Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years YTD Balance Status 2017 2018 2019 20160115/16-0127
Israel Institute, Inc. PC $1,300 000 00 $433,333 00 $433,333 00 $000 $433 334 00 $000 $000 Washington, DC Awarded $1,300 000 over 36 months Israeli Visaing Faculty in the Bay Area 20160014/16-0043
The Natmnal Jaa Museum in Harlem PC 510,00000 $000 $10,00000 $000 S000 $000 $000 New York, NY Awarded $10,000 over 12 months General Operating Support 55/16-0291
Jewish Community Center of San Francisco PC 51,800,000 00 $600,00000 $600.00000 $000 $600,000 00 $000 $000 San Francisco, CA Awarded 51,800000 over 36 months Jewish Peoplehood Programs and Capacity Building 20160193/16-0221
Jewish Community Relations Council of San Francisco, Mann and the Peninsula PC S48000000 $240,00000 $240,000 00 $000 $000 $000 $000
San Francisco CA
Awarded $480 000 over 24 months Bay Area Chnstlan-fer,slr Leadership Study Inaram'e in Partnership with tire S/talon Hartman Institute
20160021 / 16-0044
Jewish Family & Children's Services PC $25,00000 $000 $25,00000 $000 5000 $000 5000 San Francisco, CA Awarded $25 000 over 12 months Israel, Fire Hunrammnan Assistance 65/16-0283
Katahdin Productions , Inc PC S25 000 00 $0 00 $25,000 00 $000 S000 SO 00 $000 Berkeley CA Awarded $25,000 over 12 months 'Who Will Write Our History' 54/16-0285
Kevah - PC 5150,00000 5000 075,00000 S000 575,00000 $000 $000 Berkeley CA Awarded $150 000 over 24 months Boy Area General Operating Support 36/16-0280
KIPP Bay Area Schools PC S150,00000 $000 $150,00000 $000 S000 $000 $000 Oakland CA
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months ) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years YTD Balance Status 2017 2018 2019 Awarded SI 50 000 over 12 months KIPP 77,rough College 46/16-0269
Kitchen Slow Down Jew Up PC $100,00000 $000 $50,000 00 $000 $50,000 00 $000 $000 San Francisco, CA Awarded $100,000 over 24 months Jewish Peoplehood Projects 29/16.0281
Latino Busrne s Action Network Inc PC $000 $20,000 00 ($20,000 00) SO 00 $000 $000 $000 Palo Alto, CA Awarded SO over 12 months Bridge Budding Project 20160146116-0145
Panetta Institute for Public Policy PC 51500000 $000 515,00000 $00D $000 $000 $000 Seaside, CA Awarded $15,000 over 12 months Jefferson- ancoln Annnls Program honoring Careers of Pnbhc Semre
63/16-0297
Marine Mammal Center PC $100 000 00 $000 $50,000 00 S000 $50,00000 S000 S000 Sausalito CA Awarded SI00 000 over 24 months Koret /nrernshIp Program 20160207/16-0205
Menstem, Inc, PC $250 000 00 583 334 00 583,333 00 SO 00 $83,333 00 SO 00 $000 Fair Oaks, CA Awarded $250,000 over 36 months Bay Area Sntdenr Scholarships 20160144/160124
Mouhe House PC $20000000 $000 $100,00000 $000 $100.00000 S000 $000 Encinitas, CA Awarded $200,000 over 24 months Bay Area General Operating Support 28/16-0277
Family House, Inc PC $5,000 00 $000 $5.00000 $000 $000 $000 $000 San Francisco CA Awarded $5,000 over 12 months General Opeiartng Support 59/16-0287
Bemnrd Osher Marm Jewish Communtt3 Center PC $960,000 00 $320.00000 $320,00000 $000 $320, 000 00 SO 00 SO 00 San Rafael, CA ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation -111117 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Pald Paid Scheduled Payments Remaining Foundation Request iD/Rof. Num. Total Prior Years YTD Balance Status 2017 2018 2079 Awarded S%0 000 over 36 months Jewish Peoplehood Programs and Capacity Building 20160212/16-0223
Oshmon Family Jewish Community Center PC $1,500,00000 $500,00000 $500,00000 $000 3500,000 00 $0 00 $000 Palo Alto, CA Awarded $1,500,000 over 36 months Jewish Peoplehood Programs and Capacity Building 20160194/16-0222
Puerile Research Institute for Public Policy PC $200,00000 5000 SI00,00000 $0 00 $100,00000 $000 $000 San Francisco, CA Awarded $200,000 over 24 months Karel Seiner Fellow in Education Studies 20160208/16-0220
Peninsula Jewish Community Center PC S795 000 00 $000 S530,00000 $0 00 $265,000 00 $000 S000 Foster City, CA Awarded $795,000 over 36 months Jewish Peoplehood Programs and Capacity Building 20160195/16-0224
Reboot , Inc. PC $75 000 00 $000 S75,00000 $000 5000 $000 $000 New York, NY Awarded $75,000 over 12 months Bay Area General Operating Support 38/16-0278
Son Francisco Museum of Modern Art PC 5400,00000 $200.00000 $200,000 00 $000 S000 $000 $000 San Francisco CA Awarded $400,000 over 24 months Koren Education Center Programs 20160126/16-0123
San Francisco Parks Alliance PC $2 000,000 00 SI 000 000 00 $000 S000 $500,000 00 $500,000 00 $000 Son Francisco CA Awarded S2 000 000 over 24 months Phase // ofthe Golden Gale Park Tennis Center Capital Campaign
2016001 1/16-0040
San Francisco Bay Area Planning & Urban Research Association PC $500,000 00 $000 $250.00000 $000 5150,00000 5100,00000 $000
San Francisco CA
Awarded $500.000 over 36 months Capacity Building 20160206/16-0273
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
rant Total and Term tin Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Status Prior Years YTD Balance 2017 2018 2019 The Son Franwco Society for the Prevention of Cruelty to Animals PC S3 000 00 SO 00 $3,00000 $000 S000 $000 $000 San Francisco, CA
Awarded $3, 000 over 12 months General Operating Support in Urinary of Brian Yee 49/16-029.5
San Francisco Symphony PC $40000000 $200,00000 $200,00000 S000 $000 $000 5000 San Francisco CA Awarded $400,000 over 24 months Film Se, ,es 20160089/16-0122
The Tower Foundation of San Jose State Unrva say PC $800, 000 00 $400 000 00 $400 000 00 SOOD $000 $000 San lose, CA $000 Awarded $800,000 over 24 months Procurement ofa New Student f formanon Analyrres System
20160120/ 16-0118
The Tower Foundation of San Jose State Unmera.y PC $800 000 00 $200 000 00 $200,000 00 $0 00 $20000000 5200,000 00 San lose. CA 00 00 Awarded 5500, 000 over 48 months Estab1uhmen/ of the Spartan Scholars Program 20160121/16.0119
The Tower Foundation of San Jose State University PC 5400,000 00 $100.00000 S I OD,000 00 5000 $100,00000 $100,00000 San Jose CA $000 Awarded $400,000 over 48 months Korey Scholars Program 20160122/16.0120
Prescient- Board of Trustees Santo Clara College PC 51,515000 00 $378,75000 $378,75000 SO 00 $378.75000 5378,750 00 Santa Clam CA $000 Awarded SI 515 000 over 48 months
Etpansron of die LEAD Scholars brclndmg the Korel Scholars program
20160034/ 16-0030
President- Board of Trustees Santa Clara College PC $195 000 00 548 , 75000 S48,75000 $000 548,75000 548,75000 Santa Clara, CA $000 Awarded S 195,000 over 48 months STEM Persistency and Acadennc Success Initiative 20160035 /16-0032
President - Board of Teusteeo Santa Clara College PC $290000 00 $240 000 00 S50.00000 SO 00 $000 $000 Santa Clam, CA $000 Awarded $290, 000 over 24 months Stnderrt-Athlete Tronspormnon
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Prior YTD Balance Status Total Years 2017 2018 2019 20160036116-0031
Shnrks Foundation PC $10000000 $000 $10000000 S00D 5000 $000 $000 San Jose. CA Awarded S 100,000 over 12 months Goals for Kids Progrorn 20160190 /16-0217
The Board of Trnrtees of the Leland Stanford Junior Uurventty PC $1,120,00000 $280 ,00000 $280,00000 $000 $280.00000 $28000000 $0 00
Stanford. CA
Awarded $1,120,000 over 48 months Komi Visrtmg Fellaus program (5448 000) Pre-Dot program ($448 000) and undergraduate research oppornmmes ($224,000) at Stanford Insnnde for Econonnc Policy Research (SIEPR)
20160027116-0034
Sonomn Slate Umvcrsuy PC $870.00000 $290,000 00 $290,000 00 SO 00 $290,00000 $000 $000 Rohnert Park, CA Awarded $870,000 over 36 months Espension of time Provost's Undergraduate Research Grants. including the Koret Scholars P ogram 20160056/16.0037
The Board of Trustees of the Leland Stanford Junior Unrveratty PC 8200,000 00 $100,000 00 $100,000 00 $000 $000 $000 $000
Stanford CA
Awarded $200,000 over 24 months Partnership Betneen the Stanford Cenrerfor Population Health Sciences and The Clallt Research btstrnde lit Israel
20160143/16.0113
Board of Trustees of the Leland Stanford Junior University PC $600,000 00 $200,000 00 $20000000 SO 00 S200.00000 $000 SO 00
Palo Alto, CA
Awarded $600,000 over 36 months Huumngton's Duease Research at Longo Lab 20160043116-0033
The Board of Trustees of the Leland Stanford Junior University PC $2,000,000 00 SO 00 $000 SO 00 5400,000 00 $400.00000 $1,200,000 00
Stanford, CA
Awarded 52,000,000 over 60 months Scholarship Support of Students from Israel or Studying Israel-Relayed Toprcr to the Kntglu- llennessy Scholars Program
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31117 Report run on 1/10/2018
Organization
Grant Total and Term (In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years YTO Balance Status 2017 2018 2019 20160041/16-0109
The Board of Trustees of the Leland Stanford Junior Uniwridy PC $500 000 00 5250,000 00 $250,000 00 SON $000 $000 $000
Stanford, CA
Awarded $500, 000 over 24 months Stanford Department ofAthleace, Physical Education, and Recreation (GAPER) IValer Conservation Efforts at the Stanford Gollf Course
20160042/16-01 12
The Board of Tnstees of the Leland Stanford Junior University PC $2 ,000,000 00 $000 S500.00000 SON $1 500 000 00 $000 SO 00
Stanford CA
Awarded S2 000 000 over 24 months Neuroscience and CGEM-H research complex 20160047/16-0110
The Board of Trustees of the Leland Stanford Junior University PC $2,000 00000 $000 $400,00000 $000 $400,000 00 $400,000 00 $800.00000
Stanford CA
Awarded $2 000,000 over 60 months Korel Young Israeli Scholars Program 20160033/ 16-0108
Stites Hall PC $2000000 $000 52000000 $000 SON SO 00 5000 Berkeley, CA Awarded $20, 000 over 12 months Esper¢nce Ba keley 62/16-0298
Summer Search PC $100 000 00 $000 5100,000 00 so00 soon $000 5000 San Francisco, CA Awarded $100 , 000 over 12 months General Operating Support 24/16-0271
University nfCaldortna Berkeley Foundation PC 52,000,00000 $500,00000 $500,00000 $000 5500,000 00 S500.00000 SO 00 Berkeley CA Awarded $2 000 000 over 48 months Estabhshmnrr of the Koret Outreach Undergo aduate Research. Scholarship and Excellence (KOURSE) Program
20160123 / 16-0115
Regents of the University of California PC $1,000 ,000 00 $300,000 00 $250,000 00 $000 $250 , 000 00 $200,00000 $000 Davis, CA Awarded SI 000 000 over 48 months ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Nunn Total Prior Years YTD Status 2017 2018 2019 Balance Expansion ofthe Special Transitional Ennchment Program (STEP) for Engineering and Computer Science Tramfer Students
20160051116.0039
Chabad Jewish Student Center PC $75,00000 $25,00000 $25,00000 5000 $25,00000 S000 S000 Santa Cnw CA Awarded 875,000 over 36 months Shabhar Dinner Program 20160113/16-0133
University or Caldomia San Francisco Foundation PC $1,20000000 5300,00000 5300,00000 $000 $300,00000 $300,00000 $000 San Francisco. CA Awarded S 1,200 000 over 48 months Program in Medical Educalron for the Urban Underserved (PRIME-US)
20160003/16-0026
University or California San Francisco Foundation PC 52,800,00000 $000 $700,00000 $000 5700,00000 51,400,00000 8000 San Francisco, CA Awarded $2 800,000 over 48 months Chancellor's Fmrdfor Recnnrmenr and Retention of Top Faculty
20160012/16-0025
University of Cnhfomra San Francisco Foundation PC S 10,000,000 00 5000 $000 $000 $0 00 82,000,000 00 $8,000,000 00 San Francisco CA Awarded $10 000 000 over 132 months t'urmt Clinic at the Center for Vision Neuroscrenre capital campaign
20) 60062/I6-0051
The University Corporation, San Francisco Stale PC $1 200 000 00 $000 $000 $0 00 51200,000 00 $000 $000 Son Francisco CA Awarded $1,200,000 over 24 months
Phase I of die Student Adrramg and Learning Center (SALC) build-out
20160005/16-0033
The University Corporation, San Francisco State PC 5400,000 00 S000 $000 $000 $100,00000 S100,00000 $200,00000 San Francisco, CA Awarded $400,000 over 48 months Korey Scholars Program 20160006/16-0045
The University Corporation, San Francisco State PC $10000000 5000 $000 S000 $50,000 00 $50.00000 $000 San Francisco CA Awarded $100,000 over 24 months SFhouor Gimas Urban Youth Academy Family Engagement project
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months ) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/ Ref. Num . Total Prior Years YTD Balance Status 2017 2018 2019 20160013/16-0046
University or Cohrornm Berkeley Foundation PC 53, 000,00000 $000 5750,00000 S000 5750,00000 51500,00000 5000 Berkeley, CA Awarded $3 ,000 000 over 48 months Koret Inshrrrre for Precision Prevention (KIPP) at the Berkeley Global Campus
20160139/16-0114
Regents of the Unnversrty of California PC S 1,000 , 000 00 $347 . 56300 S309 176 00 $000 3343,261 00 $000 SO 00 Santa Cruz CA Awarded 51,000 000 over 36 months Korey Scholars Undergraduate Research /mtmave 20160118/ 16-0121
University of San Freneueo PC 5285 000 00 S71.25000 571,25000 $000 $71,25000 571,25000 5000 San Francisco, CA Awarded 5285 , 000 over 48 months Make It Happen College Readiness Program 20160017/ 16-0029
Unrveraity of S an Francisco PC 54 , 275,000 00 $000 $000 5000 $1425,00000 $2,850,00000 $000 San Francisco CA Avearded 54,275 000 over 48 months Consrnrcnon uja New Residence Hall 20160018/ 16-0027
Unwerarty of Son Francesco PC $440, 000 00 S110.00000 $I 10,000 00 $000 $110,00000 $110,00000 $000 San Francisco, CA Awarded $440, 000 over 48 months Karl Scholars pingrant 20160019/16-0028
Umversuy of Southern Calrfamla PC 54,96560000 $993 , 12000 5993,12000 $0 OD Si 493 , 120 00 $840,00000 $646 240 00 Las Angeles, CA Awarded $4,965 600 over 60 months Vsral Hlsrory Arrhrve Program 20160142/ 16-0129
Urban Adamnh PC 5250 , 000 00 SO 00 $125,000 00 S000 5 125,00000 $000 $000 Berkeley, CA Awarded $250 , 000 over 24 months General Operating Support 37/16-0276
A Wider Budge PC 570,000 00 535 , 000 00 535,000 00 $000 $000 $000 $000 San Francisco, CA Awarded $70 ,000 over 24 months Taps to Israel ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years; YTD Balance Statue 2017 2018 2019 20160200/ 16-0227
Total 2016 $77,412,146 00 $10 726,100 00 SI 8 947,258 00 $000 $19,854,798 00 $17,037,750 00 510,846,240 00 (92 items)
2017
42nd Street Moon PC $1500000 5000 $000 $000 $15,00000 S000 $000 San Francisco, CA Awarded S 15,000 over 12 months General Opemnng Support 357/I 7-0297
San Francisco Forty Nmers Foundation PC $50,00000 $000 $50,00000 5000 5000 5000 $000 Santa Clara, CA Awarded $50 ,000 over 12 months Touchdon,ts jar Kids Program 100/17-0214
JI'A-MJL New Corp PC $5 000 00 S000 55,00000 $000 $000 50 00 $000 New York, NY Awarded $5 ,000 over 12 months 1Ti1 Eastern European Coverage 229/17-0149
The Alameda County Community Food Bank inc. PC $150,00000 S000 $50,000 00 $000 $75.00000 525,000 00 S000 Oakland CA Awarded $150,000 over 24 months General Operating Support 226/17-0185
The Alexander Hamilton Society PC $1 00000 5000 $1 , 00000 $000 $000 5000 $000 Washington, DC Awarded SI,000 over 12 months General Operoung Su pporr 361/17-0269
Alonzo King LINES Ballet PC $25,00000 $000 $000 $000 $12,50000 $12,50000 $000 San Francisco, CA Awarded $25,000 over 24 months K-12 Education Prograntnung 382/17-0290
Amyotrophrc Lateral Sclerosis Assocnlion PC $5 000 00 S000 $5,000 00 $000 $000 S000 $000 Agoum Hills CA Awarded $5 , 000 ovcr 12 months General Operating Support to Honor ofthe Champions for Care and a Cure Gala
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request IDIRel. Num. Total Prior Years YTD Balance Status 2017 2018 2019 246/17-0165
Amara-Israel Cultural Foundation , lnr. PC 55 00000 $000 S5,00000 $000 5000 $000 5000 New York. NY Awarded $5,000 over 12 months "Pane em/no" by At r Awml and Chen Reiss &S/17-0029
American Friends of Shaves Ylsrael, Inc PC S2 500 00 $000 $2,10000 $000 $000 $000 $000 New York NY Awarded 52, 500 over 12 monfis Ahya ofrhe Bnn Menasbe front India 319/17.0259
American Fnends of the Tel Avrv University, Inc PC SI0,00000 $000 $10.00000 $00D 5000 $000 $000 New York NY Awarded SI0,000 over 12 months Tel Aviv Unnversuy's Gala 309/17-0222
Amenren Friends or the Tel Avrv Unhersn). Inc. PC 510,000 00000 5000 5000 5000 51690,00000 51980,00000 56,330,00000 New York, NY Awarded $10 , 000,000 over 60 months Binational Collabomnve Initiative Bemeen Tel Aviv Umrersay, Stanford Unmersny, and UC Berkeley 368117.0281
American Friends of the Hebrew University , Inc PC $30,00000 SO 00 S30,00000 $000 $000 SO 00 s0 00 New York NY Awarded 530,000 over 12 months General Operating Support for the Postdoctoral Sntdy Abroadfor IPOmen's Scholar Program
179/17-0091
American Friends of the Israel Museum PC S5 000 00 $000 $5,000 00 SO 00 $000 $000 5000 New York. NY Awarded $5,000 over 12 months Art Program for WVounded IDF Soldiers 208/17-0150
American Friends or the Israel Philharmonic Orchestra , Inc. PC $2500000 $000 S25,00000 5000 SO OD S000 S000
New York NY
Awarded $25,000 over 12 months General Operating Supportfor the San Francisco Gala to Honor of Zubin Mehra
IS7/17-0087
The American Ireland Fund PC S5.000 00 $000 S5,00000 $000 5000 $000 $000 ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( In Months ) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Balance Request ID/Ref. Num. Status Total Prior Years YTD 2017 2018 2019 Boston, MIA Awarded $5,000 over 12 months recommended for scholarship support for American smdrrns ache Yeats Society International Summer School
248/17-0166
American Israel Education Foundation , Inc. PC $80,000 00 $0 00 $80.00000 $000 $000 $000 $000 Washington, DC Awarded $80 ,000 over 12 months General Operating Snppot t 296/17-0219
American Israel Education Foundation , Inc. PC S30,00000 5000 $30,00000 $000 5000 $000 $000 Washington, DC Awarded $30, 000 over 12 months General Operating Support 327/17-0270
American Israel Education Foundation , Inc PC 575 000 00 $000 $75.00000 $000 $0 00 $000 $0 00 Washington, DC Awarded $75, 000 over 12 months General Operating Support 79/17-0010
Amencan Jewish Joint Distnhutton Committee , Inc. PC $300.00000 $0 00 $300,00000 $000 $0 00 $0 00 $000
New York, NY
Awarded $300, 000 over 12 months Recommend the Money be Sent to the JCC IVarrmv the Galicia Jenvh Musenm , and the Jewish Histoncal Insnmte
101/17-0038
Amencnn Jewish Joint Distribution Committee , Inc PC $21,50000 $000 $21,50000 $000 $000 $000 $000
New York, NY
Awarded $21 500 over 12 months Recomnund the Money be Sent to the Jewish Historical Insnmte
125/17.0059
Amer ran Jewish Joint Distribution Committee , Inc PC $100,00000 5000 $10000000 $000 $0 00 $000 so 00
New York NY
Awarded $100,000 over 12 months Recommend the Money be Sent to the JCC Warsawfor holiday programming in honor of Tad Taube. Galicia Jewish Museum fot the Rywka's Diary Exhibition in Honor ofTad Tmrbe and ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request Total Prior Years YTD Balance ID/Ref. Num . Status 2017 2018 2019 Jewish Historical lustunte for General Operating Support in Honor of Tad Taube
135/17-0046
American Jewish Joint Distribution Committee, Inc PC $5 000 00 $000 $5,00000 $000 $000 $000 $000
New York, NY
Awarded $5,000 over 12 months Recommend the Money be Sent to Centnmr Fdukagi Obynutelskre/ Polska Israel for the /0!h Zochor Jerwsh Culture Festn al in Bialystok
140/17-0064
American Jewish Joint Distribution Committee, Inc PC $20,00000 $000 $20,000 00 S000 S000 5000 $000
New York. NY
Awarded $20,000 over 12 months Genera! Operalmg Support 146/17-0073
American Jewish Joint Distribution Committee , Inc PC $10,00000 5000 $10,00000 $000 S000 $000 $000
New York, NY
Awarded $10,000 over 12 months Recommend the Money Be Sent to Maccnbr India to Support Their Delegation to Isrvel for the 20!!, Maccabmh Genres
147/I7-0082
Amencan Jewish Joint Distribution Committee, Inc. PC $20.00000 $000 $20,00000 $000 $0 00 $000 5000
New York NY
Awarded $20,000 over 12 months Reconmrend the Money be Sent to the Jeersh Commumry of Warsaw
154117-0081
Ameneon Jewish Joint Distribution Committee , Inc PC $5 00000 5000 $5,000 00 $000 $000 $000 $000
New York, NY
Awarded $5,000 over 12 months Recommend the Money be Sent to the IVnrsmvJendsh Film Festival
155/17-0085
American Jewish Joint Distribution Committee, Inc PC S10 000 00 $000 $10,000 00 S000 $000 $000 $000 ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term fin Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num . Status Total Prior Years YTD Balance 2017 2018 2010
New York NY
Awarded SI0, 000 over 12 months
Recommend the Money be Sent to the Jewish Commnmry of lVarsawfor the Kahtsryn Cemetery Restoration Project
209/17-0132
American Jewish Joint Dulnbuhon Committee , Inc PC 050,000 00 $000 $50.00000 $000 $000 $000 $000 New York NY
Awarded $50 , 000 over 12 months Jewish Coalition for Syrian Refugees 212/17-0127
American Jewish Joint Distribution Committee , Inc. PC 52,50000 $000 $2,50000 S000 $000 $000 SO 00 New York NY
Awarded 52 , 500 over 12 months Entwine 217/17-0156
American Jewish Joint Dislnbuhon Committee, Inc. PC 55,000 00 5000 $5,00000 SO 00 SO 00 S000 $000 New York, NY
Awarded $5,000 over 12 months
Recommend the Money be Sent to Strndom Dialogue Center its Krakowfor IVebsue Development
306/17-0227
Amencan Jewish Joint Dutnbutron Committee . Inc. PC $1750000 5000 $17,50000 $000 S000 $000 $000 New York. NY
Awarded $17,500 over 12 months
Recommend the Money be Sent to Fundacja IVspreran ,o Krderry (/RSA) for an English Language Venton of Rachel IPuchmr_er-Bernstein a "Forms and Symbols in Jeiv7jh Art'
332/17-0266
American Jewish Jamt Dutrrbutron Committee , Inc. PC $39000000 $000 5000 5000 $130,00000 S1 30,00000 $130,00000 New Yorl NY
Awarded 5390 000 over 36 months
Reconnnend the Money Be Sent to the Tanb Centerfor Social Policy Studies in Israel far Arblicanon and Dissemination of Picture of The Nation
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Tenn (In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Status Prior Years YTD Balance 2017 2018 2019
361/17-0282
American Jewish Joint Dtstnbuuon Committee, Inc PC $500000 $0 00 $5,00000 $000 $0 00 $000 $000 New Yor4., NY
Awarded $5, 000 over 12 months
Recommend the Money Be Son to the Fmnrdarmn for the Prue- orlon ofJewish Heritage In Poland for the 'Bnng the Memory Back' Progrant
86/I 7-0030
American Legislative Exchange Council PC $10,00000 $000 $10,00000 $000 $000 Arlington, VA $000 $000 Awarded SI O 000 over 12 months General Operating Support 366/17-0267
Association for Jewish Studies Inc PC $500000 $000 $5,000 00 $000 $000 $000 New York. NY $000 Awarded $5,000 over 12 months Travel Sapends for Polish Scholars for fire 49/h Annual Conference
228/17-0151
Association or the Jewish Historical Institute of Poland NC $30000000 $000 $300,00000 $000 $000 $000 $000 Warsaw
Awarded $300,000 over 12 months
POLIN Musamm on Wheels Program and Core Exhibition Acquisitions in Honor ofTad Tanbe
131/17-0050
Association of the Jewish Historical Institute of Poland NC $25 ,000 00 $000 $23,000 00 SO 00 $000 $000 $000 Warsaw
Awarded $25,000 over 12 months
POLIN Musaem's Distribution ofRywka's Diary and the Production and Dissemination of Accompanying Teaching Aids
134/17-0072
Association of the Jewish Historical Institute of Poland NC $40, 000 00 $0 00 $40,000 00 $000 $000 $000 S000 Warsaw
Awarded $40,000 over 12 months POLiN Maseum Donor Council 339/17-0242
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num . Total Prior Years YTD Balance Status 2017 2018 2019
Back on My Feet PC $50000 $000 550000 S000 $000 $000 $000 Philadelphia, PA Awarded $500 over 12 months To Help Sponsor a Trans for San Francisco Road Runners for the TreadmJl Challenge Iwdi Back on My Feet
315/17-0234
Bay Area Legal Aid PC S200000 $000 $2,00000 $000 $000 $000 $000 Oakland, CA Awarded $2,000 over 12 months General Operating Stepper: 182/17-0103
Bay Scholars PC S10,000 00 $000 $10,000 00 $000 $000 SO 00 SO 00 San Francisco, CA Awarded 510,000 over 12 months General Operating Support in Honor of die 77mnbgrnrng Luncheon
268/17.0198
Bayvuw Hunters Point Center for Arts and Technology PC S15'00000 $000 Si 5,000 00 $000 $000 $000 $000
San Francisco, CA
Awarded $15,000 over 12 months General Operating Support 347/17-0252
Bend the Arc-Jewish Partnership for Justice PC $1,00000 $000 $000 5000 $1,00000 $000 5000 New York, NY Awarded $1,000 over 12 months Bay Area Operations 407/17-0325
Hdlel the Foundation for Jewish Campus Life PC 5640,00000 50 00 $320,00000 $000 $320,000 00 $000 $000 Berkeley, CA Awarded 5640000 over 24 months General Operating Suppon, an fnrmersrve Eaperrences Coordinator, and Capital Support
167/17-0110
Berkeley Music Group PC $15,00000 5000 S15,00000 $000 $000 $000 $000 Oalland CA Awarded $15,000 over 12 months Concert Career Patlrnuys 348/17-0253
Berkeley Repertory Theatre PC $225,00000 $000 S75,00000 $000 $75,00000 $75,000 00 $0 00 ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Rel. Num . Total Prior Years YTD Balance Status 2017 2018 2019 Berkeley CA Awarded $225,000 over 36 months K-l2 Arts Education Programs 259/17-0176
Birthright Israel Foundation PC $50000000 $000 5250,00000 $000 5250,00000 $0 00 S000 New York. NY Awarded $500 000 over 12 months Bay Area Tnps to Israel 231/17-0186
Northern California Board of Rabbts PC S7 500 00 $000 S7,50000 $000 $000 $000 $000 San Francisco CA Awarded $7,500 over 12 months Northern California Rabbinic Mission to Germany 67/17-0007
Brandeis Hi11el Day School PC $3 ,600 00 S000 $3,60000 $000 $0 00 $000 5000 San Francisco, CA Awarded $3 , 600 over 12 months Tuition Assistance Program in Honor ofChlp Edelsberg
104/17-0023
Brandeis Hdlel Day School PC $15,00000 $000 $15,00000 $000 $000 $000 $000 Son Francisco. CA Awarded $1 S,000 over 12 months Scholarship Fund 117/17-0055
Brandeis University PC $5,00000 $000 55,000 00 $000 $000 5000 $000 Waltltam MA Awarded $5,000 over 12 months Volume 30 of'POUN Studies in Polish Jeary' 120/17-0065
Brandeis University PC $25,00000 $000 $25,000 OD 5000 5000 5000 $000 Waltham, MA Awarded $25,000 over 12 months General Operating Supportjar n Semurar on the Future ofZionist Thought
148/17.0094
Brava for Women in the Arts PC $10,00000 5000 $000 $000 $10,00000 $000 $000 San Francisco CA Awarded $10,000 over 12 months General Operating Support )88/17-0299
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 111117 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request iD/Ref. Num. Total Prior Years Balance Status YTD 2017 2018 2019 University of California Berkeley Foundation PC $5,00000 S000 55,00000 $000 $000 $000 $000 Berkeley, CA Awarded $5 ,000 over 12 months Cal Perfornmancei Education and Community Programs
1 B6/17-0098
California College of the Arts PC $500000 5000 $5,00000 $000 $000 $000 5000 Oakland CA Awarded $5 ,000 over 12 months Student Scholars/up Fund to Honor ofDarrd Kelley 205/17-0133
California Historical Society PC $25.00000 $0 D0 $25,00000 $000 $000 $000 S0 00 Son Francisco, CA Awarded $25 , 000 over 12 months General Operating Support in Honor ofa Gala Celebrating George Sande
318/17-0246
California Jam Conservatory . Inc. PC $40,00000 $000 $000 S000 520,00000 $20,00000 $000 Berkeley, CA Awarded $40,000 over 24 months General Operating Support 396/17-0305
Call of the Sea PC 51000000 5000 510, 00000 $000 $000 5000 5000 Sausalito, CA Awarded SI0, 000 over 12 months Educational Tall Slap Project 312117-0223
CALmatters PC 52000000 $000 $000 5000 52000000 $000 $000 Sacramento, CA Awarded $20,000 over 12 months California Dream Project 400/17.0311
Tnwonga Jewish Community Corporation PC $50,000 00 SO 00 $000 $000 $50,00000 $000 $000 San Francisco CA Awarded $50,000 over 12 months 'Donut the Mountaw' Programs 410/17-0306
Board of Trustees or the Leland Stanford Junior Unmenny PC $75,00000 S000 S000 S000 537,50000 537.50000 5000
Palo Alto, CA
Awarded S73 000 over 24 months Eipanston of Cantor's Grade Traaung Program ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Status Total Prior Years YTD 2017 2018 2019 Balance 393/17-0283
Center for American Progress PC $10000000 SO 00 $000 $000 $100,00000 $000 $000 Washinbhon, DC Awarded $100,000 over 12 months
General Operating Support uuh a Specific Focus on Middle East Policy Work
398/17.0309
Center for Jewish Culture and Creativity PC $7,500 00 $000 $7,500 00 $000 $000 $0 00 $000 New York NY Awarded $7,500 over 12 months
Recommendedfor lire 20th lnternanonal Jea+sh Music Fesm a!
15v17-0084
Central Europe Center for Research & Documentation , Inc. PC 524,00000 S000 $24,000 00 $000 $000 $0 OD $000 Silver Spring MD
Awarded $24 , 000 over 12 months Polish Teachers' Sennnar in IProclaw 133/17-0058
Machne Israel Inc PC $5 000 00 $000 $5 000 00 $000 $000 $0 00 Brooklyn NY $000 Awarded $5 , 000 over 12 months General Operating Supportfor 'Larbavuch /nrernalronaC
311/17-0228
Chabad of S Francisco, Inc. PC $200.00000 $000 S200.00000 $000 $0 00 SO 00 San Francisco CA $000 Awarded $200, 000 over 12 months Positively 6th Street Chabad Project Capital Campaign
99/17-0043
Challenged Athletes . Inc PC 55,00000 $000 5000 $000 S5,00000 $000 San Diego, CA $0 00 Awarded $5 , 000 over 12 months 'A Celebration ofHearr' 403/17-0318
Claremont McKenna College PC $5 000 00 $000 $5,00000 $000 $000 $000 $000 Claremont CA Awarded $5,000 over 12 months Mgnrblfan Crnerjot Human Rights 328/17-0272
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation -1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years YTD Balance Status 2017 2018 2019 University of Southern California PC $20,000 00 $000 SI0,000 00 $000 $10,00000 $000 $000 Los Angeles, CA Awarded 020,000 over 24 months General Operating Support for Classical KDFC 340/17-0250
Volunteers m Medicine - San Francisco PC $5,00000 S000 $5,000 00 $000 $000 5000 5000 San Francisco CA Awarded $5 , 000 over 12 months General Operating Support in Honor ofChnic By the Bay's 7th Annual Spring Celebration 'Spring into the Summer ofLove
141117-0086
Coaching Cot ps PC 575 ,000 00 $000 $37,500 00 $000 537,500 00 $000 $000 Oakland CA Awarded $75 000 over 24 months General Operating Support 314/17-0213
Commonwealth Club of Cohformu PC S10, 00000 $000 510,000 00 $000 $000 $000 S000 San Francisco, CA Awarded $10 000 over 12 months General Operating Support in Honor ofthe Annual Dunnguished Citizen Award Gala
94/17-0020
Community Arts Stabilization Trust PC S20 000 00 S000 $000 5000 520,00000 $000 $000 San Francisco, CA Awarded $20,000 over 12 months Keeping Space- Oakland 380/17-0291
Congregation Emanu- EI PC S50 000 00 $000 $50,00000 5000 5000 $000 $000 San Francisco CA Awarded $50, 000 over 12 months Master Plan Derelopmon Consulting 214/17-0143
Congregation Emanu- El PC $5000000 5000 $5000000 $000 5000 $000 $000 San Francisco CA Awarded $50,000 over 12 months General Operating Support 324/17-0260
Congregation Kai Shofar PC $20,00000 $000 $20,00000 $000 $000 $000 $0 00 Tiburon. CA Awarded $20,000 over 12 months General Operating Support
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (In Months ) IRS Grant Paid Paid Scheduled Payments Remaining FoS on Request ID/Ref Sttat Total Prior Years Balance . Num atuss YTD 2017 2018 2019 269/17-0170
Congregation Kul Shofar PC $5,00000 $000 $5,00000 $000 S000 $000 $000 Tiburon. CA Awarded 55 , 000 over 12 months Mart, Commmnry High Holiday Senvices 275/17-0202
Congregation Shenth Israel PC 5600,00000 $000 5200 ,00000 $000 0200,00000 $200,00000 $000 Son Francisco, CA Awarded $600 ,000 over 36 months Phase 2 ofrhe Seismic Retrofit Capitol Campaign 93/17-0044
Contemporary Jewish Museum PC $1,00000 $000 SI,000 00 S000 S000 $000 $0 00 San Francisco, CA Awarded $I 000 over 12 months General Operating Support 129/17-0070
Contemporary Jewish Museum PC $1000000 S000 51000000 $000 $000 5000 $000 San Francisco, CA Awarded $10, 000 over 12 months Geieral Operating Support in Honor of Feodus Let My People Parry'
145/17-0076
Contemporary Jewish Museum PC 52,50000 5000 $2,50000 $000 $000 $000 $000 San Francisco, CA Awarded $2,500 over 12 months General Operating Support in Horror of die 2017 Family Gala
329/17-0273
Comentone Church PC 010 ,00000 $000 510,00000 5000 $000 $000 $000 Harbor City, CA Awarded $10,000 over 12 months Karat Project 313/17-0224
Council of Areencan Jewish Museums PC $5,00000 S000 $5 , 00000 $000 $000 $000 $000 Brooklyn NY Awarded $5 ,000 over 12 months Learning Exchange Trip to Poland Dime 20/7 84117-0031
CounterPulse PC $10, 00000 $000 $000 5000 $10,00000 $000 5000 San Francisco CA Awarded S 10,000 over 12 months
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term in Months ) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Rel. Num . Total Prior Years YTD Balance Status 2017 2018 2019 General Operating Support 384/17-0298
The Crayon Initiative PC Si.00000 $000 51,00000 SO 00 $000 $000 SO 00 Danville, CA Awarded $1,000 over 12 months General Operating Support 183/17-0104
The Crucible PC $15,00000 S000 $000 SO 00 S 15,000 00 $000 $000 Oakland CA Awarded Si 5 000 over 12 months Youth Industrial Arts Education Program 381/17-0294
Dancers ' Group, Inc. PC Si 00000 $000 51,00000 SO 00 $0 00 $000 $000 San Francisco, CA Awarded $1,000 over 12 months General Operating Support in Honor of the Dancing Fools Event
132/17-0071
Dancer ' Group, Inc. PC SI5000OD $000 $000 $000 S15,00000 5000 5000 San Francisco CA Awarded $15,000 over 12 months Genera! Operating Support 385/17-0295
DefendH2O Inc. PC $5,00000 $000 55,00000 $000 $000 $000 $000 Sag Harbor. NY Awarded 55,000 over 12 months Baymen Project 206/17-0134
Delta San Francisco- Peninsula Foundation PC $500000 $000 55,00000 $000 0000 $000 5000 San Mateo, CA Awarded $5,000 over 12 months General Operating Support 114117.0068
Diablo Ballet PC $1000000 $000 S000 $000 $10,00000 0000 S0 00 Walnut Creek, CA Awarded SI0 , 000 over 12 months Perforating Arts Education and Enr¢hment for Kids 391/17-0300
Dignity Health Foundation SOI 525,00000 $000 $25,00000 $000 $000 $000 $000 San Francisco CA Awarded 525 .000 over 12 months
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( m Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation RequestiD/ Num. Total Prior Years Balance Ref. Status YTD 2017 2018 2019 Dignity Health Hnnranfundneat Gal. 142/17-0078
East Bay Center for the Performing Arts PC $40,000 00 SO 00 $000 $000 $20,000 00 $20 000 00 SO 00 Richmond. CA Awarded $40,000 over 24 months General Opcranng Support 358/17-0243
Equal Justice Am-ca , Inc PC $500000 5000 $5,00000 So00 S000 $000 $000 Midlothian VA Awarded $5 , 000 over 12 months Boat! Halle Equal Jurace America (FJA) Fellowships
91/17-0032
The Esploratonum PC $1000000 $000 510,00000 $0 00 $000 $000 $000 San Francisco CA Awarded $10 , 000 over 12 months General Operating Support In Honor of Parry at thr Piers Phenomena(l)
156/17.0077
Corporation of the Fine Arts Museums PC $525, 00000 $000 5175,00000 $000 0175,00000 $175,00000 $00D San Francisco, CA Awarded $525 , 000 over 36 months K-12 Education Programming 264/17-0174
Corporation of the Fine Arts Museums PC $75,000 00 $000 $25,000 00 5000 525,000 00 025,00000 $000 Son Francisco, CA Awarded $75 , 000 over 36 months New Audtenre Development Pmgene, 265/17-0175
PJC PC $1290000 $000 511,90000 $000 $000 $000 $000 New York, NY Awarded $12 , 900 over 12 months Recommendedfor the Jewish Community ofPoland Fund in Honor ofRabbf Michael Srbudnch
124/17.0060
FJC PC $25 00000 $000 $25 ODO 00 $000 $000 $000 5000 New York NY Awarded $25,000 over 12 months Prescrvanon and Conrmemomrron ofientsh Cemeteries in 1/0nor of Tad Taube
137/17-0049
PJC PC $1000000 $000 $10,00000 $000 $000 $000 $000 ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years YTD Status 2017 2018 2019 Balance New York NY Awarded $10,000 over 12 months
Recommendedfor the Jenvh Community ofPoland Fired for the Polish Maccab, Delegation to the 201 7 Maccabtah Gaines in Israel
244/17-0141
FJC PC $25,00000 5000 025,00000 $000 $000 0000 New York, NY $000 Awarded $25 , 000 over 12 months Recommendedfor the Jenvh Cornmwuty ofPoland Fund
98/17-0041 -
Foundation Center PC $7,00000 5000 S7,00000 $000 $000 $000 San Francisco, CA $000 Awarded $7 000 over 12 months General Operating Support 70/17-0008
Foundation Fighting Blmdnena , Inc PC $1,00000 $000 $1,00000 5000 $000 Columbia, IaiD $000 5000 Awarded $1 , 000 over 12 monllts General Operating Support in Honor of Vision (Palk 288/17-0208
Free In Choose Network PC 51,000 00 $000 S1,000 00 S0100 $000 $000 Eric. PA $000 Awarded 51 , 000 over 12 months General Operating Support 88/17-0034
Friends of Haddert & Wundencch Parks PC $3 000 00 $000 $3.00000 $000 5000 Soot) Woodside CA $000 Awarded $3 , 000 over 12 months Historic Presenntton Efforts and New Intttam-es 367/17-0268
Friends of JCC Krakow. Inc. PC S2c,000 00 $000 525,00000 $000 $000 Suffer, NY $000 $000 Awarded $25,000 over 12 months Shahbat Dinners In Honor of Tad Taube 136/17-0047
Friends of JCC Krakow, Inc. PC $10000000 $000 $100,00000 5000 5000 Suffern. NY $000 $000 Awarded $100, 000 over 12 months General Operating Support for the JCC Krakow. Inc 96/17.0040
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref . Num. Total Prior Years YTD Balance Status 2017 2018 2018
Friends or the Jewish Culture Festival Society , Inc PC $5000000 $000 $50.00000 $000 $000 $000 $0 00 Philadelphia PA Awarded $50,000 over 12 months General Operating Support in Honor of Tad Taube 138/17-0048
Friends or the Jewish Culture Festival Society, Inc PC $150,00000 $000 $150,00000 $000 SO 00 $000 $0 00 Philadelphia, PA Awarded $150 , 000 over 12 months Geneml Operauug Support rwrh a Recommendation to Support the 2017Jenish Odna e Festival
97/17.0039
Friends Si Foundation or the San Francisco Public Library PC $5 000 00 $000 $5,000 00 s000 $000 $000 $000
San Francisco CA
Awarded $5,000 over 12 months 2017 Library Laureates Benefit Gala Library Love Stories
66/17-0009
Bay Area Friendship Circle PC $1.00000 $000 SI,000 00 $000 $000 $000 $000 Palo Alto, CA Awarded $1 , 000 over 12 months Anmml IValkarbon 'IValk IVUhFC 2017' 193/17-0136
Full Circle Fund PC $3,000 00 $000 $3,000 00 $000 $000 SO 00 SO 00 Oakland CA Awarded $3 , 000 over 12 months General Operating Support 7 111 7.0016
Full Circle Fund PC $25,000 00 $000 $25,000 On $000 $000 $000 $000 Oakland, CA Awarded $25, 000 over 12 months Rttmg Leaders program 95/17-0018
The Fund for Amencan Studies PC SI00000 5000 Si 00000 $000 $000 $000 $000 Washington, DC Awarded $1,000 over 12 months General Operating Support 13/17.0067
The Fund for American Studies PC $1000 00 5000 $000 5000 $1,00000 $000 $000 Washington, DC Awarded $1,000 over 12 months ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num . Status Total Prior Years YTD Balance 2017 2018 2019 General Operating Support 404/17-0321
Futures Without Violence PC $1000000 $000 $ 10,00000 $000 $000 $000 $000 San Francisco. CA Awarded $10 000 over 12 months General Operating Support in Honor of'Blg Little Night'
272/17.0199
Galena Studio 24 PC $5 000 00 SO 00 $000 $000 55,00000 5000 $000 San Francisco. CA Awarded $5 000 over 12 months General Operating Support 394/17-0303
Board of Trustees of the Glide Foundation PC $180, 000 00 $000 $90,000 00 $000 $90,000 00 $000 $000 San Francisco, CA Awarded $180 000 over 24 mnnths Daily Free Meals Program 224/17-0183
Board of Trustees of the Glide Foundation PC $1500000 $000 $1500000 $000 $000 $0 00 $000 San Francisco, CA Awarded $15,000 over 12 months General Operating Support in Honor of the Annual Holiday Jam
299/17-0217
Board of Trustees of the Glide Foundation PC 544,000 00 $000 $44,00000 $000 5000 $000 $00D San Francisco, CA Awarded S44 000 over 12 months
General Operating Support in Honor ofCecil IPdlam i 88th Birthday
322J17-0262
Golden State Warriors Community Foundation PC $50 000 00 $000 $50,000 00 $0 00 $000 $000 SO 00 Oakland, CA Awarded $50,000 over 12 months Hoops for Kids Pregnant 302/17-0215
Gray Area Foundation for the Arts PC 10,00000 $ 5000 S000 $000 $10,00000 $000 $000 San Francisco CA Awarded $10, 000 over 12 months General Operating Support 390/17-0302
Headfirst Arts & Media, Inc. PC $75,00000 $000 $50,00000 $000 $25.010000 $000 $000 El Cerrito CA
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grand Total and Term (In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num . Total Prior Years YTD Balance Status 2017 2018 2019 Awarded 575,000 over 24 months Documentary Film The Remembered Secret Jewish Legacies ofa Polish Tour
258/17-0158
Headlands Art Center PC $15,00000 $000 $000 50 00 $15,00000 $000 $000 Sausalito CA Awarded $15,000 over 12 months General Operating Support 386/17-0296
Hebrew Union College- Jewish Institute of Religion PC SI0,00000 $000 $10,00000 $000 $000 $000 S000 Cincinnati, OH Awarded $10,000 over 12 months
General Operating Support with a Recamnrendanon for a rellous/up jor Or Adrrana 'Ace' Leveen 123/17-0061
Hebrew Union Collegeewish Institute olReligron PC $20,00000 $000 $20,00000 5000 $000 $000 $000 Cincinnati OH Awarded $20,000 over 12 months General Operating Support rnth a Recommendnnon for a Fellowship for Or Adnane "Ace* Leveen 180/17-0088
Hedge Funds Care, Inc PC $3,850 00 $000 $000 $000 $3,85000 S000 S000 New York NY Awarded $3, 850 over 12 months General Operating Support for the 81h Annual Poker Tournament on Honor ofTerese Pouters
406/17-0322
Hedge Funds Care, Inc. PC $3 500 00 $000 $3,500 00 $000 $000 $000 $0 00 New York, NY Awarded $3, S00 over 12 months General Operating Support of the Son Francisco Tournament its Honor ofTerese Powers
73/17-0015
High Tech High PC $50,000 00 $000 $50,00000 $000 $000 $000 S000 San Diego CA Awarded $50,000 over 12 months General Operating Support 239/17-0144
Hillel the Foundation for Jewish Campus Life PC S80 000 00 $000 $40,00000 $000 $40.00000 $000 $000 Davis. CA Awarded $90,000 over 24 months Jenash Peoplehood Programs and she Kos et Student Fell-hip
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request IDIRof. Num. Total Prior Years YTD Balance Status 2017 2018 2019 185/17-0114
The Center for Jewish Campus Life, Inc. PC $25 000 00 $0 00 $25,000 00 $000 $000 S000 S000 Stanford, CA Awarded $25,000 over 12 months George and Charlotte Shrill- Fella volt p for Modern lame/ Studies at Stanford Hillel
110/17-0024
The Center for Jewish Campus Life, Inc. PC $200,000 00 $000 $100,000 00 $000 5100,000 00 $000 5000 Stanford CA Awarded 5200.000 over 24 months General Operating Support 168/17-0111
HiUel the Foundation for Jewuh Campus Life PC $34,00000 SO 00 S17.00000 $000 $17,00000 $000 S000 Chico. CA Awarded $34,000 over 24 months Kord Snrdenr Fellooslup 164/17-0117
Hdlel The Foundation for Jewish Campus Life PC 52000000 $000 $20,00000 $000 $000 $0 OU $000 San Diego. CA Awarded $20,000 over 12 months Jnwsh Agency Israel Fellow at UC San Diego Hillel 107/I 7-0025
Hdlel The Foundation for Jewish Campus Life PC S25 000 00 $000 $25,00000 $000 $000 $000 $0 00 San Diego CA Awarded 525,000 over 12 months larael Fellow Program 325/17-0263
Hdlet The Foundation for Jewish Campus Life PC $75 000 00 $000 537.50000 $000 537,50000 S000 S000 Son Jose. CA Awarded $75, 000 over 24 months Je,wrh Peoplehood Programs and the Korer Student Felloas/up
165/17-0115
Hold On To Your Music. Inc. PC $2500000 $000 $25,00000 $000 $000 $000 $000 Los Angeles CA Awarded $25, 000 over 12 months Holocarur Education initiative 80/17-0002
Hospice by the Bay PC $5 ,00000 $000 55,00000 $000 $000 S0 00 SOW Larkspur, CA Awarded $5,000 over 12 months
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Fou ndatio n Request ID/Ref. Num . Total Prior Years YTD Balance Statusatus 2017 2018 2019 General Operating Support in Honor ofSmiling Gears
198/17-0135
Houslen Food Bank PC $10 00000 $000 $10,00000 5000 $000 5000 $000 Houston, TX Awarded $10,000 over 12 months General Operating Support for Harney Disaster Relief
290/17-0209
Huckleberry Youth Programs , Inc PC $300000 $000 53,000 00 $000 $000 $000 $000 San Francisco, CA Awarded $3 , 000 over 12 months General Operating Support in Honor of Hneklebeny Youth Programs' Slllb Anniversary
111/17-0069
Human Rights Voices , Inc PC 01000000 $000 010,00000 0000 $000 $000 $000 New York NY Awarded $10,000 over 12 months General Operating Support 267/17-0163
Indiana Unwenny Foundation PC $25.000 00 $000 $25,00000 $000 $000 $000 f0 00 Bloomington, IN Awarded $25,000 over 12 months Genera! Operating Support with a Recommendarron far Snppon of (lie Research ofPrufessor Richard Shifi!n
158/17-0095
International March or the Living. Inc PC 525,00000 5000 $000 $000 $25,00000 $000 5000 New York NY Awarded $25 , 000 over 12 months Reconmiended for March ofthe Lit-trig UK 371/17-0307
Intenecttun for the Arls PC $20,00000 $000 $20,00000 5000 $000 5000 $000 San Francisco CA Awarded $20 ,000 over 12 months Recommendedfor Blues is a Woman Wild IVarren ofSong
81/17-0003
Israel on Campus Coalition PC 550000000 S000 5250, 00000 S000 $25000000 $000 $000 Washington DC Awarded $500,000 over 12 months 'Campos Action Plan' nslh an Emphasis on Bay Area Campuses
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Ref. Total Prior Years Balance RequestiD/ Num . Status YTD 2017 2018 2019 237/17-0187
Israel Project , Inc. PC S360,00000 S0 00 $190,000 00 S0 00 $190.00000 $000 $000 Washington. DC Awarded $380, 000 over 12 months The Hub Media Strategy 270/17-0188
Israel Venture Netwm It PC $25,00000 $000 $25,00000 5000 5000 5000 $000 Palo Alto, CA Awarded $25,000 over 12 months Social Bustuess lnveslmau Fund 153117.0079
Israeltlc PC $7500000 $000 $4000000 5000 53500000 5000 5000 Son Francisco, CA Awarded 575,000 over 24 months Digital Ambassador Program 252/I 7-0159
The National Jam Museum In Harlem PC 525,000 00 S000 $25.00000 $000 $000 $000 $000 New York, NY Awarded $25,000 over 12 months General Operating Support 196/17.0129
Camp Mac-b, PC $25,000 00 $000 525,000 00 $000 $000 $000 $000 Son Francisco, CA Awarded 525 ,000 over 12 months General Operuhng Support 195/17-0121
Camp Maccabt PC 55 , 00000 $000 55,00000 $000 $000 $000 $000 San Francisco, CA Awarded $5 , 000 over 12 months Scholarships for Summer 2017 227/17.0152
Jewoh Community Center of San Francisco PC S20 000 00 $000 $20.00000 $000 $000 SO 00 $000 San Francisco, CA - Awarded $20, 000 over 12 months General Operating Support of Honor of the Spnng Gala
144/17.0074
Jewish Community Center of San Francisco PC 55000000 $000 $50,00000 $000 $000 $000 $000 San Francesco, CA Awarded S50 000 over 12 months Urban Oasis Pop-Ups Crrytnde ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Prior Years YTD Balance Request IDIRef. Num. Status Total 2017 2018 2019 213/17-0145
Jewish Communuy Center of San Francisco PC $1000000 5000 $10,00000 $000 $000 $000 5000 San Francisco CA Awarded $10,000 over 12 months
youth Inch'slon hnrt011w 215117.0124
Jewish Community Center of San Freneoco PC S2 500 00 S000 52,50000 $000 5000 soon $000 San Francisco CA Awarded $2,500 over 12 months General Operating Support 242/17-0157
Jewish Community Center of the East Bay PC S260 00000 $000 S130.00000 $000 $13000000 $000 $000 Berkeley CA Awarded $260,000 over 24 months Jewish Peoplehood Programs and Capacity Building 238/17-0189
Jewish Community Center Sonoma County PC $25 000 00 S000 225 00000 $000 $000 S000 $000 Santa Rose CA Awarded 525,000 over 12 months Jewish Film Festival 326/17-0247
.lewrsh Community Federation of S F Mann Peninsula & Sonoma Counties PC $7 000 00 $000 $000 $000 $7,00000 $000 $000
San Francisco CA
Awarded 57, 000 over 12 months Jnwsh Politic Affairs Committee Fellows Program 331/17-0308
Jewish Community Federnhon of S.F. Mann Pemnss,la & Sonoma Counties PC $10.00000 $000 $10.00000 5000 5000 $000 $000
San Francisco, CA
Awarded $10, 000 over 12 months Recommntdedfor the CenrerforJo-Ir Peaplehood's Pahhcahon 'Peoplelmod Papers JCC: - the Garennys to Jnash Peoplehood°
69/17-0026
Jemish Community Foundation of San Diego PC $18,00000 $000 $18.00000 $000 $0 00 S009 $000 San Diego, CA Awarded Sl8,000 over 12 months Desert Stars 321/11-0265
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
rant Total and Tenm t in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num . Status Total Prior Years YTD Balance 2017 2018 2019 Jew oh Community High School or the Bay PC $10,00000 $000 $10,00000 5000 5000 $000 San Francisco, CA $000 Awarded $10,000 over 12 months General Operating Support in Honor of he Spring Celebranon
150/17-0075
Jewish Community Relations Council of San Francisco, Ma rm and the Peninsula PC SI0,00000 $000 $10,00000 S000 $000 $000 SO 00 San Francisco, CA
Awarded $10, 000 over 12 months
Behind the Scenes Gala Honoring Mark Lam, Laura Talmus, and Ace Smith
77/17-0005
Jewhh Family & Children s Services PC $500.00000 $000 5500,000 00 $000 $000 5000 $000 San Francisco, CA Awarded $500 000 over 12 months Taube Program /or Assistance to People rn Aced 150/17.0051
Jewish Family & Children's Services PC 5450 000 00 SO 00 $225.00000 5000 5225,00000 San Francisco, CA $000 $000 Awarded $450,000 over 24 months Tri-Regional Jnwsh Co try Food Program 222/17-0179
Jewish Family & Children's Services PC $15,00000 S000 $15,000 00 $000 $000 San Francisco, CA $000 $0 00 Awarded $15 000 over 12 months General Operating Support 245/17-0155
Jewish Family & Children's Services PC 575,00000 $000 $75,000 00 $000 $000 $000 San Francisco CA $000 Awarded 575, 000 over 12 months Emergency Wildfire Grant to help the vrcams of (lie North Bay furs
320/17-0212
Jewish Family & Children 's Services PC $20,000 00 $000 520.000 00 $000 $000 San Francisco, CA $000 $000 Awarded $20,000 over 12 months General Operating Support in Honor ofthe 2017 Emigre Gala
78/17-0004
Jewish Family & Children ' s Services PC $10 , 00000 $000 $10,00000 $000 $000 Son Francisco, CA $000 $000
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num . Total Prior Years YTD Balance Status 2017 2018 2019 Awarded SI0,000 over 12 months General Operaang Support in Honor of the 2017 Emigre Gala
83/17-0012
Hebrew Home for the Aged Disabled PC $1000000 $000 510,000 00 $000 $000 $000 $000 San Francisco, CA Awarded $10, 000 over 12 months General Operamrg Support 92/17-0027
Jewish Partisan Educational Foundation, Inc PC $2,500 00 SO 00 52,500 00 $000 $000 $000 $000 San Francesco, CA Awarded $2,500 over 12 months
General Operating Support in Honor of the 2017 Gala °Celebratmg the Jeavh Partisans - Teaching and Preserving their Legacies"Honoring Elliot Felson
283/17-0207
Jewish Partisan Educational Foundation , Inc PC $2 50000 SO 00 $2,50000 $000 SO 00 $000 $000 San Francisco. CA Awarded $2, 500 over 12 months General Operating Support 68117-0014
Jewish 7Teological Seminary of America PC 550,000 00 $000 $50,00000 5000 $000 $000 $000 New Yort., NY Awarded $50 , 000 over 12 months Chancellor's Discretionary Fund 232/17-0192
Jewish Theological Seminary of America PC 025 000 00 $000 $000 $000 525,00000 $000 $000 New York, NY Awarded $25 , 000 over 12 months Chancellor's Discretionary Fund Programs in Support of Celebrating Israel and Jerurh Life
373/17-0310
JIMENA , Inc PC 52500000 $000 525,00000 $000 $000 $000 $000 Son Francisco, CA Awarded $25 , 000 over 12 months 'Journey to Marsh A Jewish Day and High, School Curriculum'
274/17-0194
Joe Goode Performance Group PC $20 000 00 SO 00 $20,000 00 SO 00 $000 $000 $000 San Francisco, CA Awarded $20 000 over 12 months Resilience Project at the Contemporary Jewish Mruenm
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request 1D/ Ref. Num . Status Total Prior Years YTD 2017 2018 2019 Balance
353/17-0274
Kara PC $2.50000 $000 $2,500 00 $000 $000 $000 5000 Palo Alto. CA Awarded $2,500 over 12 months General Operating Support 207/17-0138
Karaite Jews of Amenca PC $25 000 00 SO 00 $25 000 00 $000 $000 $000 $000 Daly City, CA Awarded $25,000 over 12 months Fmmdaoon for tine Fnave capital campaign 276/17-0195
Kitchen Slow Down Jew Up PC $3, 50000 $000 $000 $000 S3.50000 SO 00 $000 San Francisco, CA Awarded $3 , 500 over 12 months General Operaang Support 408/17.0323
KlcuCaltromu , Inc PC $5,00000 $000 $5,00000 $000 $000 $000 5000 Berkeley CA Awarded $5, 000 over 12 months General Operating Support in Honm of Too 'Cabarets by the Bay'
284/17-0205
Korean Amencnn Community Foundation of San Francisco PC $15 000 00 $000 $15,00000 $000 $000 $000 $000
San Mateo, CA
Awarded $15, 000 over 12 months General Operating Support in honor of/6e 2nd Animal Gala
184/17-0097
La Penn Cultural Censer, Inc. PC 5500000 $000 S000 $000 $500000 $000 $000 Berkeley CA Awarded $5,000 over 12 months General Operating Support 395/17-0304
Latina Leadership & Policy Foundation PC $10,00000 5000 $000 SO 00 $10,000 00 $000 $000 Del Mar, CA Awarded 510,000 over 12 months General Operating Support 402/17-0313
Lasa Mae PC 81,00000 $000 $1,00000 5000 5000 $000 5000
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grain Total and Term ( In Months IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num . Status Total Prior Years YTD 2017 2018 2019 Balance San Francisco. CA Awarded SI , 000 over 12 months General Opanlmg Support 256/17-0171
Lehrhaus Judaica PC $50,00000 $000 525,00000 $000 $25,00000 $000 Berkeley CA $000 Awarded $50, 000 over 12 months Lehrhans 360 Conferences 292/17-0193
Lehrhaun Judalca PC SI0,00000 $000 $10,00000 $000 $000 Berkeley CA SO 00 $000 Awarded $10 000 over 12 monthv Lehrhatur Judatca's 2017 Gala Honoring biases and Susan Libtr_ky
82/17-0006
Leo Baeck Institute Inc PC S1000000 $000 $10,00000 SO 00 $000 New York NY $000 SO 00 Awarded $10, 000 over 12 months General Operating Support tit Hona ofRoberr S Rifkmd
317/17-0225
U mmud Bay Area PC $5,000 00 $000 $5,00000 $000 $000 $000 Berkeley. CA $000 Awarded $5 000 over 12 months General Operating Support 162/17-0090
Irmmud FSU International Foundation PC $225, 00000 $000 $225,00000 $000 $000 New York, NY $000 $000 Awarded $225 000 over 12 months Bay Area Gmnnld FSU 116/17-0042
Magic Theatre, Inc PC $1500000 SO 00 $15,000 00 5000 $000 San Francisco CA $000 $000 Awarded $15,000 over 12 months
Education and Access programs 345/17-0254
Margaret Jenkins Dance Studio , Inc PC $1,00000 5000 $1,00000 SO 00 $000 San Francisco, CA $000 $000 Awarded $1, 000 over 12 months General Operating Support 294/17-0232
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (In Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Status Total Prior Years YTD Balance 2017 2018 2019 Maim General Hospital Foundation PC $10,00000 $000 $10,00000 $000 $000 $000 $000 Greenhrae, CA Awarded $10,000 over 12 months
General Operating Support for the benefit of the Breast Health Program in Honor of the 'New York, New York" Gala
106/17-0028
Marro General Hospital Foundation PC $5,00000 $000 $000 $000 05,00000 $000 $000 Greenbrae, CA Awarded $5,000 over 12 months Capital Campaign 411/17-0319
Maim Symphony Association PC $40,00000 $000 $000 $000 $2000000 520,00000 5000 San Rafael, CA Awarded 540,000 over 24 months General Operating Support 392/17-0286
Morris Theatre Company PC 525,000 00 SO 00 $000 $000 025,00000 $000 $000 Mill Valley CA Awarded $25,000 over 24 months A New Partnership wilt no Local Theatres 376/17-0289
Masortr Foundation for Conservative Judaism in Israel PC S30 000 00 $000 S30.00000 $000 SO 00 $000 $0 00 New York NY
Awarded $30,000 over 12 months Jewish Phimlism Watch 149/17-0128
Maven Prujecl PC $20,000 00 $000 $20,00000 $000 $000 5000 San Francisco, CA 5000 Awarded $20,000 over 12 months General Operating Support 201/17-0131
Maven Project PC $2000000 $000 $20,00000 $000 $000 $000 $000 San Francisco, CA Awarded $20 000 over 12 months General Operating Support 203/17-0123
Meals on Wheeb of San Francisco Inc. PC $30 000 00 $000 S3000000 $000 $0 00 $000 $0 00 San Francisco, CA Awarded $30,000 over 12 months General Operating Support to Honor oft/u Star Chefs & Vintners Gala
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Pald Scheduled Payments Remaining Foundation Request ID/Ref. Num. Status Total Prior Years YTO 2017 2018 2019 Balance
188/17-0093
Meals on Wheels or San Francisco Inc PC $190,00000 $000 $95,00000 $000 $95,000 00 $0 00 $000 San Francisco CA Awarded $190,000 over 24 months General Operating Support 223/17-0182
Meals on Wheels of San Francisco Inc. PC $200000 5000 $2,00000 $000 $000 $000 SO 00 San Francisco CA Awarded $2,000 over 12 months General operating Snpporr 72/17-0017
Menlo Chat ity Hone Show Sol $1 000 00 $0 00 51,000 00 $000 $000 $000 $000 Atherton CA Awarded $1 000 over 12 months General Operating Supporf 160/17-0101
Menlo School PC 575,00000 S000 S000 S000 $37,50000 $37,50000 Atherton CA $000 Awarded $73,000 over 24 months Chamber Mtrnr Institute 359/17-0236
Mentowe Ballet PC $1000000 5000 510,00000 $000 SO 00 $000 SO Menlo Park CA 00 Awarded S 10 000 over 12 months General Operating Support 89/17.0021
Middle East Forum PC S50.00000 $000 550,000 00 $000 $000 SO 00 Philadelphia, PA SO 00 Awarded $50,000 over 12 months Israel Victory Project 109/17-0057
Middle East Media and Research Institute. Inc. PC $10,000 00 $000 $10,00000 5000 $000 $000 Washington DC $000 Awarded $10, 000 over 12 months AnnSemarrm and Holocaust Den ial Donrmentarnon Project
305/17-0235
Movimienlo De Arte Y Cullure Latino Americans De San Jose Incorpornled PC S 10 000 00 SO 00 $1000000 $000 SO 00 SO 00 SO 00 San Jose, CA
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Balance Request ID/Ref. Num. Status Total Prior Years YTO 2017 2018 2019
Awarded $10,000 over 12 months Digital Media and Cut/me Studio 3c0/17-0256
$000 $000 Museum or Contemporary Art San Diego PC $25,00000 5000 $25 ,00000 $000 $000 La Jolla, CA Awarded $25 , 000 over 12 months General Operating Support 199/17-0130
Museum or Contemporary Art San Diego PC $25 , 00000 5000 $25,00000 $000 $000 $000 $000 La Jolla, CA Awarded S25 000 over 12 months General Operating Support 200/17-0122
00 Museum of Jewish Heritage A Living Memorial to the Holocaust PC S10 000 00 $000 $10,000 00 $000 $000 $0 00 SO
New York. NY
Awarded $10,000 over 12 months Auschmt- Jetoi Center 2017 Fellows Program 122/17-0062
Music in Schools Today PC $1000000 $000 $000 $000 $10,00000 $000 $000 San Francisco, CA Awarded $10,000 over 12 months Adopt an Instrument Program 397/17-0301
Family House, Inc PC $1500000 $000 $15,00000 5000 5000 5000 $000 San Francisco, CA Awarded $15 , 000 over 12 months General Operating Support 128/17-0054
National Buremr of Economic Research , Inc PC 520,00000 $000 $000 $000 $20,000 00 $000 SO 00 Cambridge, NIA Awarded 520 000 over 12 months young Sdwlam in the Summer Institu te 399/17-0312
National Center for Jewish Film . Inc PC $1D 000 00 $000 $10,000 00 $000 $000 5000 50 00 Waltham, MA Awarded $10,000 over 12 months For the 'Chasing Portraits' Film 298/17-0218
National Center for Jewish Film , Inc. PC 55,000 00 $000 $5,000 00 $000 $000 $000 $000 ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Tenn In Months ) IRS Grant Paid Paid Scheduled Payments Remaining Fou ndation Request ID/ Ref Num . Total Prior Years YTD Balance Statusatus 2017 2018 2019 Waltham MA Awarded $5,000 over 12 months For the "Chasing Porenus" Film 304/17.0229
National Museum of American Jewish History PC 5200.000 00 $000 $100,000 00 $0 00 0100,000 00 $0 00 $000 Philadelphia, PA Awarded $200,000 over 24 months General Operating Support 177/17.0119
National World War If Museum, Inc PC $25 00000 $000 $25,00000 $000 $000 $000 $000 New Orleans, LA Awarded $25,000 over 12 months General Operating Support to Honor of Pere lVrlson 112/17-0052
National Conference on Soviet Jewry PC 55,000 00 SO 00 $5,000 00 5000 $000 SO OD $000 Washington DC Awarded S5 000 over 12 months General Operating SuppoN of Honor of NCSFJ J Annual Gala
190/17.0099
New Gate to Peace Foundation PC S5 00000 SO 00 55,000 00 $000 $000 $0 00 $000 Roswell GA Awarded $5,000 over 12 months Recommendedfar Umvasidad Analemc MFrrco Sur SC's nark on the Magdala Project
216/17.0167
Northern California Grnntmekers PC $1675000 $000 $16,75000 S000 S000 $000 $000 San Francisco CA Awarded $16,750 over 12 months 2017 Annual Membenlap 240/17-0140
Norlhero California Grantmakers PC $20 000 00 $0 00 $000 SO 00 $20,000 00 $000 SO 00 Son Francisco, CA Awarded $20,000 over 12 months Arts Loan Fund 383/17-0292
Northern Celifomre Jew uh Sports Hall of Fame PC $1000000 5000 $10,00000 SO 00 $000 SO 00 $000 Walnut Creek CA Awarded $10,000 over 12 months General Operating Support m Honor of the 2017 Induction Gala Banquet
280/17-0200
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
GrantTo a an arm (In 11 dT Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years Status YTD Balance 2017 2018 2019 Oakland Military Inshlute College Preparatory Academy PC 55,000 00 $000 $5,000 00 $000 $000 SO 00 SO 00 Oakland, CA
Awarded $5 , 000 over 12 months
General Operating Support of Honor of/he Annual Benefit Luncheon
87/17-0033
O a Wand Museum of Cahfornw PC $225,000 00 $000 $75,00000 $000 $75.00000 Oakland. CA $75,00000 $000 Awarded $225,000 over 36 months Family and Pubhc Programs 260/17-0177
The Oakland Public Education Fund PC $50,00000 S000 $5000000 Oakland, CA $000 $000 $0 00 50 00 Awarded SS0 , 000 over 12 months Oakland Legends Basketball Classic 334/17-0261
ODC PC $50,00000 $000 $000 $000 $25,000 00 San Francisco CA $25,00000 SO 00 Awarded $50 000 over 24 months General Operating Support 355/17-0237
Onward Israel USA, Inc. PC $750,000 00 SO 00 $375.00000 $000 $375,000 PiLLtbur0h PA 00 SO 00 SO 00 Awarded $750,000 over 24 months National Onnvrd Israel Program and a Bay Area Onward Israel Cohort
176/17-0118
Bayvlew-Hunter, Point Community Legal PC $2,500 00 SO 00 $2,500 00 $000 $000 San Francisco, CA SON SO 00 Awarded $2,500 over 12 months General Operating Support in Honor of the Suth Annual Gala
308/I 7-0233
Oshman Family Jewish Community Center PC $18,00000 SO 00 $18,000 00 Palo Alto, CA $000 $000 $000 s0 00 Awarded $18,000 over 12 months Zionism 3 l1 282/17-0211
Pacific Research Institute for Public Policy PC $1000000 $000 $10,00000 $000 So Son Francisco, CA 00 $000 $000 Awarded $10,000 over 12 months
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Prior Years YTO Balance Status 2077 2018 2019 General Operating Support in Honor ofthe 381h Anniversary Sir Anthony Fisher Gala Dinner
289/17-0201
Pathways for Kids PC $I 00000 5000 51,00000 $000 $000 5000 $000 San Francisco, CA Awarded $1,000 over 12 months Genanl operating Support In Honor ofPeter D%arrs
219/17-0154
P.E.F. Israel Endowment Funds , Inc PC $1,00000 $000 51,00000 $000 $000 $000 $000 New York, NY Awarded $1,000 over 12 months Reconnnended for Martin - Investing in the Community
181/17-0102
Pepperdme University PC $900000 S000 S9 000 00 $000 $000 S000 $000 Malibu, CA Awarded $9 , 000 over 12 months Israel Internship at Pepper-dine Umrersrry's Gla_er Insrmae ofJeMuh Sntdies
202/17-0125
Performing Arts Workshop , Inc. PC $30,00000 5000 8000 $000 815,00000 $15,00000 $000 San Francisco, CA Awarded $30 , 000 over 24 months General Operating Support 378/17-0287
Philanthrop) Roundtable PC $49,50000 $000 $49,50000 $000 $000 5000 5000 Washington. DC Awarded $49,500 over 12 months General Operating Support (to be supplemented by $500 in dues)
103117-0037
Phdharmoma Baroque Orchestra & Chorale PC $3,000 00 $000 $3,000 00 $000 $000 $000 $000 Son Francisco CA Awarded $3 , 000 over 12 months Jehs & Music Initiative 233/17-0153
Playfreund , Inc PC $2000000 $000 $10.00000 80 00 $10.00000 $000 $000 Berkeley CA Awarded $20, 000 over 24 months General Operating Support 341117-0248
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation YTD Balance Request ID/Ref. Num . Status Total Prior Years 2017 2018 2019
Portole Valley Theatre Conservatory, Inc PC $20 000 00 SO 00 S 10,000 00 SO 00 $10,00000 $000 $000 Portola Volley CA Awarded $20,000 over 24 months General Operating Support 344/17-0249
Redwood Empir a Food Bank PC 58 . 50000 5000 58,50000 $000 $000 $0 00 5000 Santa Rosa CA Awarded $8 500 over 12 months Sonoma County Fire Relief 330/17-0271
Ronald C Warnock Jewish Day School PC S5 00000 $000 £500000 $000 $000 $0 00 $000 Foster City, CA Awarded $5 000 over 12 months Warnock s 31)11, Birthday Bash in honor ofAnita and Ronald C Warnock
90/17.0022
Run for Teachers PC $2,500 00 $000 S2,50000 $000 $000 $000 $000 San Francisco CA Awarded $2,500 over 12 months Memmnal Run Honoring Tracey Lurle-Sklar 255/17-0168
The Sahahon Army PC $2,000 00 $000 $2,000 00 50 00 $000 $0 00 soon Long Beach CA Awarded 82,000 over 12 months General Operating Support m Honor ofrhe 14th Annual Holiday Luncheon
338/17-0258
San Franehco Architectural Hentage PC $2000000 $000 $2000000 $000 $000 5000 5000 San Francisco, CA Awarded $20 ,000 over 12 months Printed and Virtual Self-Grnded Tour Booklet ofJnvuh Hutoncal Sties in San Frdneseo, rucludmg Haas-Ldrendml House
285/I7-0221
San Francisco An Institute PC $50 000 00 SO 00 $000 $000 525,00000 $25,000 00 $000 San Francisco, CA Awarded 550,000 over 24 months Develop and Pilot Programming at the New Fort Mason Campus
375117-0284
San Francisco Ballet Association PC £375,00000 $000 5125,00000 $000 $125,000 00 $125,000 00 SO 00 San Francisco CA Awarded $375 000 over 36 months ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/1012018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Total Pnor Years YTD Status 2017 2018 2019 Balance K-12 Education programs 250/17-0173
San Francisco Bullet Association PC 537500000 $000 $125,000 00 $000 $125,00000 $125,00000 S000 San Francisco. CA Awardcd $375,000 over 36 months New Audience Des elopment Gn tanves 251/17-0172
San Francisco Brunt Association PC $1000000 5000 $000 $000 $10.00000 SON $000 San Francisco. CA Awarded $10,000 over 12 months General Operating Support 415/17-0314
San Francisco Conservatory of Music, Inc. PC $150,00000 5000 5000 $0 00 $50,00000 $50,00000 050,000 00 San Francisco CA Awarded 5150,000 over 36 months Consemotory in Schools program 370/17-0280
San Francisco Film Society PC $5000000 $000 $000 $000 025,00000 $25 000 00 $000 San Francisco, CA Awarded $50,000 over 24 months New Audience Dereloprnent 351/17-0238
Hdlel The Foundation for Jewish Campus Life PC S180.00000 $000 $90,000 00 $000 $90,00000 $0 00 $000 San Francisco, CA Awarded SI 80,000 over 24 months General Opemrurg Support and an hnmersrve Eapenences Coordinator
169/17-01 12
San Francisco Host Committee PC 5500000 $000 $5,00000 $000 $000 $000 $000 San Francisco CA Awarded $5,000 over 12 months General Operating Support 197/17-0126
San Frnncucu Jas Organization PC $150,00000 5000 $50,00000 $000 050,00000 550,000 00 $000 San Francisco. CA Awarded $150,000 over 36 months Education Programs and Classes 249/17-0178
San Francisco Museum of Modern Art PC S10.00000 $000 S10.00000 $000 $000 5000 $000 San Francisco, CA Awarded 510,000 over 12 months
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Rel. Num. Total Prior Years YTD Balance Status 2017 2018 2019 General Operating Support in Honor of the Budrday Bash
127/17-0056
San Francisco Museum of Modern Art PC S10.000 00 $000 $10 000 00 $000 $000 $000 $000 San Francisco, CA Awarded $10,000 over 12 months General Operating Support 310/17-0226
San Francisco Museum of Modern Art PC $150,00000 $000 $000 $0 00 $50.00000 S50,00000 $50,000 00 San Francisco, CA Awarded $150,000 over 36 months Partnership twrh City College of San Francisco 362117-0279
San Francisco Museum of Modern Art PC 5850.000 00 $000 $000 $000 $283,333 33 $283,333 33 $283,333 34 San Francisco CA Awarded $850 , 000 over 36 months Koret Education Cenro Programs 363/17-0278
San Francisco Museum of Modern Are PC $1000000 $000 $000 $000 $10,00000 $000 $000 San Francisco, CA Awarded $10,000 over 12 months General Operating Support 416/17-0315
San Francisco Opera Association PC $600.000 00 $000 $233.33400 $000 $183.33300 $183,33300 $000 San Francisco, CA Awarded $600 , 000 over 36 months Core Opera Reru nl Support and for 2017 Opera at the Ballpark
173/17-0107
San Francisco Opera Asaocunon PC $390.000 00 $000 $130 000 00 5000 $130,00000 $130,00000 $000 San Francisco, CA Awarded $390, 000 over 36 months K-12 Arts Education Progrnnuning 174/17-0108
San Francisco Opera Association PC $1000000 $000 $000 $000 $10,00000 $000 $000 San Francisco, CA Awarded $10,000 over 12 months General Operating Support 417/17-0316
San Francisco Opera Guild PC $10,00000 $000 $10,00000 $000 $000 $000 $000 San Francisco CA
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Total Years Balance Request ID / Ref. Num . Status Prior YTD 2017 2018 2019 Awarded S 10,000 over 12 months An Evening on the Stage hononng Dianne and Tad Tanbe
369/17-0257
San Francisco Parka Alliance PC $2500000 $000 $2500000 $000 $000 $000 $000 San Francisco. CA Awarded $25,000 over 12 months Keret Children's Quarter Restoration Campaign 278/17-0196
San Francisco Parks Alliance PC $2,50000 $000 $000 $000 S2,50000 5000 $000 San Francisco. CA Awarded $2,500 over 12 months Let'sP/aySF' Campaign 409/17-0324
San Francisco Parks Alliance PC S50000 S000 $50000 $000 $000 $000 $000 San Francisco, CA Awarded $500 over 12 months Garda, jor the Enrlrotmrnu 74/17-0035
San Prvneiscu Pcrfornunces ,lnc PC $1500000 $000 515,00000 $000 $000 $000 $000 San Francisco, CA Awarded 515,000 over 12 months Afusrc Education Programs 346/17-0276
San Francisco Public Heal t h Foundation PC 520,00000 $000 520,00000 $000 $000 $000 SON San Francisco, CA Awarded $20 000 over 12 months Redesign of f/re Adult lnrnuunsanon and Travel Chnrc's (AfTQ IPebsae
115/17-0053
Shakespeare - San Francisco PC $15 000 00 $000 $000 $000 $15,00000 $000 $000 Son Francisco CA Awarded $15,000 over 12 months General Operating Support 379/17-0293
San Francisco Symphony PC $25 000 00 S000 $25,000 00 $000 $000 $000 $000 San Francisco CA Awarded $25,000 over 12 months General Operating Support in Honor ofinnt Asnnks Forcer(l Celebration
108/17-0019
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term t in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/ Rat. Num . Total Prior Years YTD Balance Status 2017 2018 2019 San Francisco Symphony PC $3500000 5000 $35,00000 $000 S000 $000 $000 San Francisco. CA Awarded $35,000 over 12 months General Operating Support in Honor ofthe Opening Night Gala
218/17-0139
San Francisco Symphony PC $1,000,000 00 S000 So 00 $000 5250,00000 3350,00000 5400,00000 San Francisco, CA Awarded S 1,000 000 over 36 months K-12 Arts Education Prvgramnturg 364/17-0277
San Francisco Symphony PC 510,00000 $000 $000 $000 $10.00000 $000 $000 San Francisco CA Awarded S10 000 over 12 months General Opernnng Support 414/17-0317
San Francisco Zoological Society PC 5250 000 00 $000 $125,00000 $000 $125,00000 5000 $000 San Francisco CA Awarded $250,000 over 24 months Chimpanzee Habitat Renovation 102/17-0036
San Jose Museum of Art Aasonahnn PC $40.00000 $0 00 $000 $0 00 $20,00000 $20,000 OD $000 San Jose CA Awarded $40,000 over 24 months Soiung Creativity Program 360/17-0244
San Mateo County Historical Association PC $5,00000 $000 55.000 00 $000 $0 00 S000 S000 Redwood City. CA Awarded 55,000 over 12 months General Operating Support its Honor of the San Mateo County Hutory Makers Dinner 2017
287/17-0203
HdIel the Foundation for Jewish Campus We PC $85,00000 $000 542.50000 $000 S42 500 00 $000 $0 00 Santa Crur, CA Awarded $85,000 over 24 months lnwah Peoplehovd Programs and the Km et Saide a Fellowship
166/17-0113
Scholar Athletes inc. PC S750000 $000 54 000 00 S000 53,500 00 $000 $0 00 Pmale, CA Awarded $7,500 over 12 months Oakland Soldiers 234/17-0148 ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Balance Request ID/Ref. Num . Status Total Prior Years vTD 2017 2018 20,19
Second Harvest Food Bank of Santa Clara and San Maleo Counties PC S300, 00000 $000 S150 000 00 50 00 $150.00000 $000 5000
San Jose CA
Awarded $300 , 000 over 24 months General Operating Support 221/17-0180
San Francisco Food Bank PC $25000000 5000 0125,00000 $000 $125 ,00000 5000 $000 San Francisco, CA Awarded $250 , 000 over 24 months General Operating Support 220/17-0181
The Shalom Hartman institute or NoAh America PC 53,000,00000 5000 5375 ,00000 5000 $937,50000 51,125,00000 $562,50000 Ni- York, NY Awarded $3,000,000 over 36 months Bay Area Jewish Proplehood Program and a Bay Area lisumg Faculty Positron in Partnership t srh UC Berkeley s /nsumre for Jewish Law and Israel Studies
178/17-0109
Shansi Project Inc. PC $2 , 50000 5000 52,50000 5000 $000 5000 5000 San Francisco, CA Awarded S2 500 over 12 months Getter:! Operating Support 291/I7.0210
Sharks Faundalroo PC $5000000 $000 S50,00000 $000 $000 S000 $000 San Jose, CA Awarded $50,000 over 12 months Goals for Kids program 301/17-0216
Silicon V. Iley Jewish Film Festn,al PC 51000000 $000 $10,00000 $000 $000 5000 $000 Cupertino. CA Awarded SI0 , 000 over 12 months General Operating Support 257/17-0160
Chevra Kadrsha-Smar Memonal Chapel PC $300.00000 $000 5300,00000 $0 00 $000 $000 SO 00 San Francisco, CA Awarded $300 , 000 over 12 months Memory Garden Project 100/l 7-0045
Smurn Ballets-SF PC 52000000 $000 $2000000 5000 $000 5000 $000 Son Ftenctsco, CA ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Balance Request ID/Ref. Num . Status Total Pilot Years YID 2017 2018 2019 Awarded $20,000 over 12 months Pilot ofa New Arts Education Program 342/17-0275
Solomon Schechter School of Manhattan PC $20.00000 $0 00 S20.00000 $000 S0 00 $000 S0 00 New York. NY Awarded $20,000 over 12 months General Operating Support 230/17-0146
Hdkl the Foundation for Jewish Campus Life PC $50,00000 $000 525,000 00 SO 00 S25,00000 $000 SO 00 Rohner Park. CA Awarded $50.000 over 24 months Jewish Peoplelrood Programs and the Earn Student Fella %ship
187/17-0116
St Anthony Foundation PC $17000000 $000 $65,00000 50 D0 S85,00000 $000 $000 San Francisco CA Awarded $170,000 over 24 months St Anthony's Dining Room 225/17-0184
Stand4Lyme Foundation PC $1.00000 $000 $000 $000 51,000 00 $000 50 00 Cupertino CA Awarded S1.000 over 12 months Stanford Disease Working Groups Research Programs via Stand4Lynre Fund at Stanford Unmersrry
405/17-0320
Israel Emergency Alliance PC $75 000 00 $000 $75.00000 $000 $000 $000 S0 00 Los Angeles, CA Awarded 575,000 over 12 months Northern Cahfornm Campus Acrn•rtres 236/17-0190
Stanford Jam Workchnp PC 530,00000 $000 $000 5000 $15,00000 015,00000 $000 Stanford CA Awarded S30 000 over 24 months S/If@IRIVCSD Pilot 352/17-0245
The Board of Trustees of the Leland Stanford Junior University PC $250000 $000 S2 500 00 00 0D $000 $000 $000
Stanford, CA
Awarded $2 S00 over 12 months Strident Performing Arts Professional Award at Stanford Lire
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (In Months ) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Raf. Num. Total Prior Years YTO Balance Status 2017 2018 2019 266/17-0169
Stanford Professionals in Real Estate NC PC $10,00000 $000 $10,00000 $000 $000 $000 S000 Palo Alto. CA Awarded $10. 000 os er 12 months Stanford Real Estate Hall of Fame Aunrds 2017 277/17-0204
The Board or Trvsteea of the Leland Stanford Junior University PC 55 000 00 $000 55,00000 $000 $000 $000 $000
Stanford, CA
Awarded $5,000 over 12 months Net, Equipment and Teaching Atds for the GoffTeachmg Professio n als at Stanford GolfCourse
161/17.0100
Stem Grove Festival Association PC $30,000 00 $000 SO 00 $000 $15,00000 515,00000 $000 San Francisco CA Awarded $30,000 over 24 months General Operating Support 387/17.0288
Stillness Studies Institute PC $300000 $000 $3,00000 $000 5000 9000 $00o Grass Valley CA Awarded 33,000 over 12 months The So/acu 194117-0137
Foundation for Students Rising Above PC $1000000 $000 $10,000 00 5000 $000 $000 $000 San Francisco, CA Awarded $10,000 ovcr 12 months General Operating Support 126/17-0063
Sun Valley Performing Arts Center Inc. PC S25 000 00 SO 00 $25,000 00 $000 $000 $000 $000 Ketchum, ID Awarded $25,000 over 12 months Argyros Pefornung Arts Center Capital Campaign 247/17-0162
Sun Valley Slu Education Foundation , inc. PC 525 00000 50 00 $25 000 00 5000 $000 $000 $000 Sun Valley, ID Awarded $25,000 over 12 months Ketchum Campus Facility 189/17.0096
Sun Valley Summer S3 mphony, Inc. PC $2000000 S000 $20,00000 SO 00 SO 00 $000 $000 Sun Volley, ID
ATTACHMENT 19 Current Year Paid and Future Commitments -All Grants Koret Foundation -1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Total Balance Request ID/Ref. Num. Status Prior Years YTD 2017 2018 2019 Awarded $20,000 over 12 months General Operating Suppon 75/17-0011
Swim Across Amenca , Inc PC $2,100 00 0000 $2,500 00 $000 $000 $000 $000 Charlotte, NC Awarded $2 , 500 over 12 months Tract UCSFSunmtve 2017 at Sxam Across America to Honor ofSteven Lune and his Son, Seth
295/17-0231
TheatreWorln Silicon Valley PC 550,00000 $000 5000 S000 $2500000 $25,000 00 S000 Redwood City. CA Awarded $50,000 over 24 months General Operating Support 356/17-0239
University of Cahfomfa Berkeley Foundation PC 51000000 5000 $10,00000 $000 $000 $000 $000 Berkeley, CA Awarded $10,000 over 12 months Undocumented Student Program 143/17.0083
Ulmer Institute PC $30,00000 $000 530,00000 5000 5000 $000 5000 Inglewood CA Awarded 530 ,000 over 12 months Trauma Training and Mentorshrpfor Inglruood Unified School District
159/17-0092
United Nations Watch - USA PC $25 000 00 $000 $2500000 1000 9000 $000 $000 Washington, DC Awarded $25,000 over 12 months General Operating Support 281/17-0197
United Religions PC 5500000 $000 55,00000 $0 00 50 00 $000 $000 San Francisco, CA Awarded $5 000 over 12 months Genera/ Operating Support m Honor ofthe Circles ofLight Gala 20/7
121/17-0066
University of Caldornm Berkeley Foundation PC $7.50000 $000 $7,500 OC $000 $000 5000 ' $000 Berkeley CA Awarded 57,500 over 12 months UC Berkeley Cal Mat's Napa Valley Tennis Classic 253/17-0164
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants • Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundalon Request ID/Ref. Num. Total Prior Years YTO Balance Status 2017 2018 2019 University or Cnhfornlo Berkeley Foundation PC $25,00000 $000 $25,00000 S000 $000 $000 Soon Berkeley CA Awarded $25, 000 over 12 months Cal Men's Basketball Program for the Excellence Fund
254117-0161
Unnenity of California Berkeley Foundation PC S5.00000 $000 $5,00000 $000 $000 S000 $000 Berkeley CA Awarded $3,000 over 12 months University Library Caurpargn Fund - Moffat Library Project at Unmerslry Library
293/17-0206
University of California Berkeley Foundation PC 525000 00 5000 $25,00000 5000 $000 $000 $000 Berkeley CA Awarded $25,000 over 12 months University ofCalrfornra. Berkeley Chancellor's Office Support ofa Study of/ntercollegmte Athletics Operations
307/17-0220
Unnernrty, of Southern California PC $4400000 $000 $44,00000 5000 5000 $000 5000 Los Angeles. CA Awarded $44,000 over 12 months Pro Quest Perpetual Access License to the Visual History Archne for the POLIN Museums Education Center
316/17-0241
Upstart Bay Area PC S7.50000 S000 $7,500 00 $000 $000 $000 $000 San Francisco, CA Awarded $7, 500 over 12 months General Operating Support in Honor of /Os A Celebration ofJernsh /nnornnon
163! 17-0059
Union for Reform Judaum PC S25 000 00 $000 $25,000 00 $000 $000 $000 $000 New York NY Awarded $25,000 over 12 months Camp Neuman Relief Fund 323/17-0264
Washington Insletute for Near East Policy PC $600,000 00 S0 00 $200,000 00 $000 5200,00000 $200,000 00 S000 Washington DC Awarded $600, 000 over 36 months General Operating Support to Support a Karel Duangwshed Visiting Fellow at US-Israel Studies and to Support a Karel Young Scholar
175/17-0120
ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term (in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation RequestiD)Ref. Num. Total Prior Years YTD Balance Status 2017 2018 2019 William Foawell Albright institute or Archaeological Research In Jerusalem PC $10 000 00 $000 $10,000 00 $000 $000 $000 SO 00
Philadelphia PA
Awarded 010,000 over 12 months General Operating Support in Honor ofSy Giffin 243/17-0147
A Wider Bridge PC 550,00000 $000 050,000 OD $000 $000 $000 $000 San Francisco CA Awarded $50,000 over 12 months General Operating Support in Hanor ofArthur Sleplan
271/17-0191
Windmill School . Inc. PC $25 00000 5000 $25.00000 $000 $000 0000 5000 Portola Valley CA Awarded $25,000 over 12 months Capital Campaign for the New Porto to Valley Windmill School
151/17-0080
Women ' s Audio Mission PC $200000D 5000 $2000000 $000 5000 5000 5000 San Francisco, CA Awarded $20,000 over 12 months Program Expansion in Oakland 343/17-0251
Wood River Jewish Community , Inc PC $5,000 00 S000 55 ,000 00 $000 $000 $000 $000 Ketchum ID Awarded $5,000 over 12 months General Operating Support in Hannr of Rabbi James Mirel
76/17-0013
Yerba Buena Center for the Arts PC S40 000 00 S000 S000 $000 520,000 00 $20,000 00 $000 San Francisco, CA Awarded $40,000 over 24 months Youth Arts Program 377/17-0285
YIVO Institute for Jewish Research , Inc PC 55000 00 5000 $500000 S000 5000 $000 5000 New York, NY Awarded $5, 000 over 12 months Recommended /or the Jamra Korcak Aaroctarroa of Canada's English Translation of (he 'Selected Works ofJmmr= Korrsk'
286/17-0230
Youth Speaks . Inc PC $1500000 $000 $15,00000 $000 $000 $000 $000 San Francisco, CA ATTACHMENT 19 Current Year Paid and Future Commitments - All Grants Koret Foundation - 1/1/17 - 12/31/17 Report run on 1/10/2018
Organization
Grant Total and Term ( in Months) IRS Grant Paid Paid Scheduled Payments Remaining Foundation Request ID/Ref. Num. Status Total Prior Years YTD 2017 2018 2019 Balance Awarded $15 000 over 12 months Arts in Education Program 349/17-0255
Youth Tennis Advantage PC $7,00000 $000 $7.00,000 $000 $000 San Francisco. CA $000 $000 Awarded $7,000 over 12 months
General Operating Support in Honor ojlht Annual For the Kids Dinner
235/17-0142
Total 2017 $32,681,10000 $000 $10486,58400 $000 $8,699,51633 $5,689,16633 $7,80583334 (321 Items) A A A
Grand Total $150,851,346 50 $33,468,902 00 $39.968.320 50 $000 033.249,307 33 525,014.409 33 $19,150,407 34 (449 items) SUM A = $22,194,516.00
ATTACHMENT 19 KORET FOUNDATION 94-1624987
FEDERAL FOOTNOTES
FORM 990PF, PART XV, #1A - INFORMATION REGARDING FOUNDATION MANAGERS
THE KORET FOUNDATION RECEIVED SUBSTANTIAL BEQUESTS FROM JOSEPH KORET THROUGH THE JOSEPH KORET 1980 REVOCABLE TRUST. AFTER JOSEPH KORET'S DEATH, THE SUCCESSOR TRUSTEES OF THE JOSEPH KORET 1980 REVOCABLE TRUST WERE RICHARD L. GREENE, KENNETH A. MOLINE AND TAD TAUBE. MR. GREENE IS STILL A DIRECTOR OF THE KORET FOUNDATION.
ATTACHMENT 20
7FS51I M200 V 17-6F 14812 I- I
Koret Foundation 94-1624987 2017 Expenditure Responsibility Statement
Type of Amount Expended by Dates of Report Any Diversion Grantee's Name Grantee's Address Organization Grant Date Grant Amount Grant Purpose Grantee as 12/31/17 by Grantee by Grantee Verification
To the knowledge of the grantor, and based on the reports furnished by the grantee, no part of the grant was used for other than the Association of the Jewish UI Tlomackie 3/5, intended purpose, therefore, no Historical Institute of Poland 00.090 Warsaw, International POLIN Museum Donor Independent verification of the (Grant#16-0049) Poland Nonprofit 3/9/2016 $ 60,000 Council $ 60,000 February 14, 2016 NO report was made
To the knowledge of the grantor, and based on the reports furnished by the grantee, no part of the grant was used for other than the Association of the Jewish UI Tlomackie 3/5, intended purpose, therefore, no Historical Institute of Poland 00-090 Warsaw, International POLIN Museum Donor Independent verification of the (GrantN17-0242) Poland Nonprofit 11/30/2017 $ 40,000 Council NONE March 30, 2018 NO report was made
To the knowledge of the grantor, and based on the reports furnished by the grantee, no part of the POLIN Museum n grant was used for other than the Association of the Jewish UI Tlomackie 3/5, Wheels Program and Intended purpose, therefore, no Historical Institute of Poland 00.090 Warsaw, International Core Exhibition independent verification of the (GrantN17-0050) Poland Nonprofit 3/8/2017 $ 300,000 Acquisitions NONE February 14, 2018 NO report was made
POLIN Museum's To the knowledge of the grantor, Distribution of Rywka's and based on the reports furnished Diary and the by the grantee, no part of the Production and grant was used for other than the Association of the Jewish UI Tlomackie 3/5, Dissemination of Intended purpose, therefore, no Historical institute of Poland 00.090 Warsaw, International Accompanying Teaching independent verification of the (Grant #17-0072) Poland Nonprofit 4/28/2017 $ 25,000 Aids $ 25,000 March 30, 2018 NO report was made
ATTACHMENT 21