2026-08-17T10:20:46-05:00 2025-09-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-10-01 946104097 BOYS & GIRLS CLUBS OF SAN FRANCISCO ENDOWMENT TRUST BOYS 4154455437 380 FULTON STREET SAN FRANCISCO CA 94102 ROB CONNOLLY PRESIDENT 4154455437 2026-08-13 1 1 KRISTEN M BASS P01247587 6022646835 2026-08-13 2024 2025-03-06 01:10:19Z ROB CONNOLLY 380 FULTON STREET SAN FRANCISCO CA 94102 13326431 0 X N/A X 1958 CA PROVIDE CONTINUING FINANCIAL SUPPORT TO THE BOYS & GIRLS CLUBS OF SAN FRANCISCO 5 5 0 0 0 0 0 435633 0 0 2982721 2676974 0 0 2982721 3112607 3053896 3413443 0 0 0 0 0 0 0 241734 264762 3295630 3678205 -312909 -565598 67858821 71534430 0 0 67858821 71534430 X THE BOYS & GIRLS CLUBS OF SAN FRANCISCO ENDOWMENT TRUST ("ENDOWMENT TRUST") WAS ESTABLISHED EXCLUSIVELY TO SUPPORT THE BOYS & GIRLS CLUBS OF SAN FRANCISCO (THE "CLUB"), AN EXEMPT PUBLIC ORGANIZATION UNDER SECTION 501(C)(3), BY PROVIDING FUNDING FOR A PORTION OF THE CLUB'S OPERATING REQUIREMENTS EACH YEAR, INCLUDING SALARY INCREASES, AS WELL AS A SOURCE OF CAPITAL FOR IMPROVEMENTS TO EXISTING FACILITIES, IMPLEMENTATION OF NEW PROGRAMS, AND FOR THE ACQUISITION OF ADDITIONAL FACILITIES. 0 0 3413443 3413443 CONTINUING FINANCIAL SUPPORT TO THE BOYS & GIRLS CLUBS OF SAN FRANCISCO (EIN 94-1156608) USED FOR OPERATIONS AND CAPITAL EXPENDITURES 3413443 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X HEIDI COFFER 4154455437 380 FULTON STREET SAN FRANCISCO CA 94102 ALEXANDER SANDY DEAN CHAIR AND SECRETARY 2.00 X X 0 0 0 BRENDA VINGIELLO TRUSTEE 0.30 X 0 0 0 DYLAN HAGGART TRUSTEE 0.30 X 0 0 0 ROBERT WELTMAN TRUSTEE 0.30 X 0 0 0 JOHN WARREN TRUSTEE 0.30 X 0 0 0 ROB CONNOLLY PRESIDENT 2.00 63.00 X 0 399472 40776 0 399472 40776 0 0 1 0 0 435633 435633 1616223 1616223 11274575 10213824 1060751 1060751 1060751 3112607 0 0 2676974 3413443 3413443 264762 264762 3678205 3413443 264762 0 1877721 2048932 650919 650919 650919 59349000 64209605 5981181 4624974 67858821 71534430 0 0 X 44730963 47207708 23127858 24326722 67858821 71534430 67858821 71534430 -565598 4241207 0 X X 0 1 X 1 0 X X 1 BOYS & GIRLS CLUBS OF SAN FRANCISCO 941156608 7 1 3413443 0 1 3413443 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67858821 435633 6653419 3413443 71534430 55098751 1850000 13963966 3053896 67858821 49485813 1750000 6875302 3012364 55098751 61957673 2000000 -11975558 2496302 49485813 47105342 5000000 10751176 898845 61957673 0.65993 0.34007 0 0 650919 650919 650919 DCM AFFILIATES FUND V LP 8706 F VENTURE INVESTMENT ASSOCIATES IV LP 128653 F HMI CAPITAL PARTNERS LP 4487615 F 4624974 X PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT IS TO EXCLUSIVELY SUPPORT THE BOYS & GIRLS CLUBS OF SAN FRANCISCO (EIN 94-1156608), AN EXEMPT PUBLIC ORGANIZATION UNDER SECTION 501(C)(3), BY PROVIDING FUNDING FOR OPERATIONS AND CAPITAL EXPENDITURES PART X, LINE 2: THE CLUB AND THE ENDOWMENT TRUST ARE QUALIFIED ORGANIZATIONS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND FRANCHISE TAXES UNDER 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, THEY ARE EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES AND ARE NOT LIABLE FOR FEDERAL UNEMPLOYMENT TAXES. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE CLUB HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE CLUB'S TAX POSITIONS AND CONCLUDED THAT IT MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR UNKNOWN INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE CLUB'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. HOWEVER, THERE ARE NO EXAMINATIONS IN PROGRESS NOR ARE THERE ANY PENDING. 1 BOYS & GIRLS CLUBS OF SAN FRANCISCO 380 FULTON STREET SAN FRANCISCO CA 94102 941156608 501(C)(3) 3413443 0 ANNUAL CONTINUING SUPPORT TO THE BOYS & GIRLS CLUBS OF SAN FRANCISCO 1 PART I, LINE 2: THE BOYS & GIRLS CLUBS OF SAN FRANCISCO (THE "CLUB"), A RELATED ORGANIZATION AND SUPPORTED ORGANIZATION OF THE BOYS & GIRLS CLUBS OF SAN FRANCISCO ENDOWMENT TRUST ("ENDOWMENT TRUST"), IS THE ENDOWMENT TRUST'S SOLE GRANTEE. THE ENDOWMENT TRUST MONITORS GRANT FUNDS THROUGH THE CLUB'S ENDOWMENT TRUST COMMITTEE, WHICH IS COMPOSED OF ALL TRUSTEES OF THE ENDOWMENT TRUST. THE COMMITTEE OVERSEES THE ADMINISTRATION OF THE ENDOWMENT TRUST TO CONFIRM THAT GRANT DISTRIBUTIONS AND RELATED INVESTMENT AND DISTRIBUTION POLICIES ARE CONSISTENT WITH THE ENDOWMENT TRUST'S GOVERNING AGREEMENT AND THE NEEDS OF THE CLUB. IN CARRYING OUT THIS OVERSIGHT FUNCTION, THE COMMITTEE COMMUNICATES DIRECTLY WITH THE CLUB'S FINANCE COMMITTEE AND REVIEWS INFORMATION REGARDING THE USE OF GRANT FUNDS TO HELP ENSURE THE FUNDS ARE USED FOR THEIR INTENDED CHARITABLE PURPOSES. 0 0 0 0 0 0 0 0 0 ROB CONNOLLY PRESIDENT 0 399472 0 0 0 0 0 23100 0 17676 0 440248 0 0 PART I, LINE 3 THE PRESIDENT'S SALARY IS PAID BY THE CLUB. THERE IS A WRITTEN EMPLOYMENT CONTRACT AND THE CLUB'S BOARD APPROVESS TOTAL THEIR COMPENSATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF BOYS & GIRLS CLUBS OF SAN FRANCISCO HAS THE AUTHORITY TO SELECT ALL FIVE TRUSTEES OF THE ENDOWMENT TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM, AND IT IS REVIEWED AND APPROVED BY MANAGEMENT. A FINAL COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C POSSIBLE CONFLICTS OF INTEREST ARE DISCUSSED BY THE EXECUTIVE BOARD AND CONTROLS ARE SET UP TO AVOID CONFLICTS AND/OR RECOMMEND CHANGES IN PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PRESIDENT IS COMPENSATED BY ITS SUPPORTED ORGANIZATION, BOYS & GIRLS CLUBS OF SAN FRANCISCO (THE "CLUB"). THE CLUB CONDUCTS MARKET RESEARCH OF OTHER LIKE NONPROFITS THROUGH GLEANING SALARY DATA FROM PUBLIC SOURCES SUCH AS CAREER BUILDER, CRAIGSLIST, ETC. IN ADDITION, THEY UTILIZE MARKET RESEARCH CONDUCTED BY THE CENTER FOR NONPROFIT MANAGEMENT WHICH RELEASES ANNUALLY SALARY SURVEYS OF PARTICIPATING NONPROFITS. FINALLY, ALL DATA IS THEN PUT INTO CONTEXT TO AN INTERNAL EQUITY MATRIX WHERE THEY GRADE POSITIONS IN RELATION TO ONE ANOTHER. FOR THE PRESIDENT OF THE CLUB, THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS OF THE CLUB CONSIDERS THESE FACTORS IN ADDITION TO THE PERFORMANCE OF THE PRESIDENT VIA A FORMAL PERFORMANCE APPRAISAL. FORM 990, PART VI, SECTION C, LINE 19 THE ENDOWMENT TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST THROUGH THE PRESIDENT. FORM 990, PART XII, LINE 2B: THE ENDOWMENT TRUST IS INCLUDED IN THE CLUB'S INDEPENDENT AUDITED FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2025. THE ACTIVITIES OF THE ENDOWMENT TRUST AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2025, WERE AUDITED WHEN THE SUPPORTED ORGANIZATION, THE CLUB, WAS AUDITED. IN ACCORDANCE WITH CODIFICATION TOPIC 958-20 (TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARITABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS) THE ENDOWMENT TRUST'S NET ASSETS AND ACTIVITIES ARE INCLUDED IN THE CLUB'S FINANCIAL STATEMENTS USING THE EQUITY METHOD OF ACCOUNTING. SEPARATE AUDITED FINANCIAL STATEMENTS FOR THE ENDOWMENT TRUST WERE NOT ISSUED. BOYS & GIRLS CLUB OF SAN FRANCISCO 380 FULTON STREET SAN FRANCISCO CA 94102 941156608 YOUTH DEVELOPMENT CA 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0