2026-06-29T14:30:36-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990PF 2025-01-01 942992640 METTA FUND METT 4156607361 101 MONTGOMERY ST 2200 SAN FRANCISCO CA 94104 JANET Y SPEARS PRESIDENT & CEO 4156607361 2026-06-25 1 BRIAN YACKER P00401346 9492222999 2026-06-25 2025 2025-03-06 01:10:19Z X 78839650 X X 4046295 4046295 6530038 15452667 6530038 10576333 10576333 531037 291023 240014 1008242 510754 497488 326604 165451 161153 29965 14983 14982 41150 20575 20575 331323 143871 152397 1829 1829 0 116689 0 287202 0 171238 71334 0 71334 348926 122 284443 3094301 1148608 1613624 2720600 4010600 5814901 1148608 5624224 4761432 9427725 227170 264433 264433 13656 10219 10219 70233369 75525213 75525213 911182 719059 308812 192123 213752 1495907 2826033 2826033 72278914 78818021 78839650 151388 181037 2415000 1125000 1842199 3088794 4408587 4394831 X 67870327 74423190 67870327 74423190 72278914 78818021 67870327 4761432 1946557 74578316 155126 74423190 PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31 15452667 8922629 6530038 6530038 6530038 131045 0 131045 0 131045 48000 0 83045 0 131045 0 0 0 0 0 0 0 0 0 1 0 0 1 1 CA 1 0 0 0 0 1 WWW.METTAFUND.ORG H HUYNH 4156607361 101 MONTGOMERY ST 2200 SAN FRANCISCO CA 94104 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANET Y SPEARS 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 PRESIDENT & CEO 40.00 390037 21000 0 JARMIN YEH 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 BOARD CHAIR, DIRECTOR 7.00 20000 0 0 JOHN WOODWARD 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 VICE CHAIR, DIRECTOR 3.00 0 0 0 ROMA GUY 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 SECRETARY, DIRECTOR (ENDED 04/30/25) 3.00 20000 0 0 SONIA MELARA 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 SECRETARY, DIRECTOR (STARTED 05/01/25) 4.00 20000 0 0 KIMBERLY BRANDON 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 TREASURER, DIRECTOR (ENDED 04/30/25) 5.00 6667 0 0 THURMAN WHITE 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 TREASURER, DIRECTOR (STARTED 05/01/25) 5.00 20000 0 0 DEBRA PLOUSHA-MOORE 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR 3.00 20000 0 0 ROBERTA VARGAS 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR 3.00 13333 0 0 PARVIN MANUCHEHRI 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR 3.00 0 0 0 R ESPINOZA 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR OF PROGRAM 40.00 211031 12812 0 B GARCIA 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 DIRECTOR OF ADMINIST 40.00 186976 11381 0 C COLLEN 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 SENIOR PROGRAM AND G 40.00 174781 10547 0 H HUYNH 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 CONTROLLER 40.00 151242 9266 0 A KARRER 101 MONTGOMERY ST STE 2200 SAN FRANCISCO CA 94104 SENIOR DIRECTOR OF C 40.00 135319 8239 0 0 MERCER INVESTMENTS LLC 21875 NETWORK PLACE CHICAGO IL 60673 INVESTMENT ADVISOR 84310 SPUTNIK MOMENT 511 W WILLETTA ST SUITE 1 PHOENIX AZ 85003 GRANTS MANAGEMENT SYSTEM CONSULTANT 82500 BIVIUM WESTFULLER 601 MONTGOMERY ST SUITE 1212 SAN FRANCISCO CA 94111 INVESTMENT ADVISOR 57278 0 COMMUNITY ROOM DESCRIPTION: METTA FUND RECOGNIZES THE IMPORTANCE OF PROVIDING SUPPORT TO THE NON-PROFIT COMMUNITY BEYOND GRANTMAKING. AS SUCH, THE FOUNDATION PROVIDES ITS STATE-OF-THE-ART CONFERENCE CENTER AT NO COST TO LOCAL NON-PROFITS, COMMUNITY PARTNERS, AND KEY STAKEHOLDERS. DURING A NORMAL YEAR, METTA FUND HOSTS DOZENS OF COMMUNITY CONVERSATIONS AND CAPACITY-BUILDING EVENTS TO HELP FURTHER ADVANCE NON-PROFITS' MISSION. TO EXPAND MEETING ROOM ACCESS, IN 2020, METTA FUND INTENTIONALLY LEASED NEW, MORE CENTRALLY LOCATED OFFICE SPACE WITH A LARGER CONFERENCE ROOM. THE NEW COMMUNITY ROOM CAN ACCOMMODATE UP TO 99 PEOPLE IN VARIOUS ARRANGEMENTS. 152076 0 72735995 324280 294209 73354484 0 0 73354484 1100317 72254167 3612708 3612708 131045 131045 3481663 0 3481663 0 3481663 5624224 0 5624224 3481663 0 0 398458 838623 900865 760543 2898489 5624224 0 0 0 3481663 2142561 0 0 5041050 0 0 0 0 0 0 398458 4642592 838623 900865 760543 2142561 X AGING WHILE BLACK 4165 NORTH BLVD BATON ROUGE LA 70806 NONE PC BUILDING CONNECTIONS IN SAN FRANCISCO 100000 BAYVIEW HUNTERS POINT MULTIPURPOSE SENIOR SERVICES 1753 CARROLL AVENUE SAN FRANCISCO CA 94124 NONE PC GENERAL OPERATING SUPPORT 104000 BEND THE ARC 330 SEVENTH AVE 19TH FLOOR NEW YORK NY 10001 NONE PC HAND IN HAND: THE DOMESTIC EMPLOYERS NETWORK 100000 BOOKER T WASHINGTON COMMUNITY SERVICE CENTER 800 PRESIDIO AVE SAN FRANCISCO CA 94115 NONE PC VICTORY CLUB FOR AGING AND OLDER ADULTS 2500 BOOKER T WASHINGTON COMMUNITY SERVICE CENTER 800 PRESIDIO AVE SAN FRANCISCO CA 94115 NONE PC EQUITY COMMUNITY ORGANIZING (ECO) PROJECT IN SAN FRANCISCO 110000 CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES PO BOX 997413 MS 0000 SACRAMENTO CA 95899 NONE PC BRIDGING PUBLIC HEALTH AND HEALTH CARE SERVICES IN CALIFORNIA 50000 CARA EDUCATION FUND PO BOX 23754 OAKLAND CA 94623 NONE PC GENERAL OPERATING SUPPORT 175000 CARING ACROSS GENERATIONS 228 PARK AVENUE S STE 93896 NEW YORK NY 10003 NONE PC GENERAL OPERATING SUPPORT 100000 CATHOLIC CHARITIES 990 EDDY STREET SAN FRANCISCO CA 94109 NONE PC OMI SENIOR CENTER 2000 CENTER FOR EMPOWERED POLITICS EDUCATION FUND 1212 BROADWAY STE 700 OAKLAND CA 94612 NONE PC CALIFORNIA DOMESTIC WORKERS COALITION 100000 COALITION OF AGENCIES SERVING THE ELDERLY PO BOX 27183 SAN FRANCISCO CA 94127 NONE PC GENERAL OPERATING SUPPORT 100000 COMMUNITY FORWARD 1171 MISSION STREET 2ND FLOOR SAN FRANCISCO CA 94103 NONE PC WHOLE PERSON HEALTH PROGRAM PLANNING 5000 COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 NONE PC THE CORNERSTONE CAMPAIGN 10000 COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 NONE PC THE HEALING WELL 5000 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC NEIGHBORHOOD BUDDIES PILOT PROJECT 5000 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC SF TECH COUNCIL 75000 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC DIGNITY FUND COALITION 100000 COMMUNITY TECH NETWORK 1390 MARKET STREET SUITE 200 SAN FRANCISCO CA 94102 NONE PC GENERAL OPERATING SUPPORT 100000 FELTON INSTITUTE 1500 FRANKLIN STREET SAN FRANCISCO CA 94109 NONE PC AGE FRIENDLY NEIGHBORHOOD 100000 FILIPINO-AMERICAN DEVELOPMENT FOUNDATION BAYANIHAN CENTER 1010 MISSION STREET SAN FRANCISCO CA 94103 NONE PC SOUTH OF MARKET COMMUNITY ACTION NETWORK 100000 INSTITUO DE LA RAZA 2919 MISSION STREET SAN FRANCISCO CA 94110 NONE PC GENERAL OPERATING SUPPORT 6500 JEWISH HOME AND SENIOR LIVING FOUNDATION 302 SILVER AVENUE SAN FRANCISCO CA 94112 NONE PC SF CAMPUS FOR JEWISH LIVING 1750 JUSTICE IN AGING 1444 EYE ST NW STE 1100 WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 225000 KIMOCHI INC 1715 BUCHANAN STREET SAN FRANCISCO CA 94115 NONE PC GENERAL OPERATING SUPPORT 75000 MEALS ON WHEELS OF SAN FRANCISCO 2142 JERROLD AVENUE SAN FRANCISCO CA 94124 NONE PC HOME DELIVERED MEALS PROGRAM 10000 MISSION ACTION 938 VALENCIA STREET SAN FRANCISCO CA 94110 NONE PC SAN FRANCISCO IMMIGRANT LEGAL AND EDUCATION NETWORK (SFILEN) AND THE RAPID RESPONSE NETWORK (RRN) 200000 MISSION LANGUAGE AND VOCATIONAL SCHOOL 2929 19TH STREET SAN FRANCISCO CA 94110 NONE PC LATINO TASK FORCE 100000 MISSION NEIGHBORHOOD CENTERS INC 362 CAPP STREET SAN FRANCISCO CA 94110 NONE PC HEALTHY AGING AND DISABILITIES PROGRAM 5000 MUJERES UNITAS Y ACTIVAS 3543 18TH STREET 23 SAN FRANCISCO CA 94110 NONE PC GENERAL OPERATING SUPPORT 175000 NATIONAL DOMESTIC WORKERS ALLIANCE 45 BROADWAY SUITE 320 NEW YORK NY 10006 NONE PC CARING ACROSS GENERATIONS'S CALIFORNIA CARE CAN'T WAIT 75000 NATIVE AMERICAN HEALTH CENTER 160 CAPP ST SAN FRANCISCO CA 94110 NONE PC COMMUNITY WELLNESS DEPARTMENT'S ELDERS PROGRAM 5000 NORTHERN CALIFORNIA GRANTMAKERS 160 SPEAR STREET SUITE 360 SAN FRANCISCO CA 94105 NONE PC NCG'S CAPACITY BUILDING FOR THE CEO AND MANAGEMENT TEAM 10000 OPENHOUSE 65 LAGUNA STREET SAN FRANCISCO CA 94102 NONE PC GENERAL OPERATING SUPPORT 100000 PACT INC 301 GEORGIA STREET SUITE 315 VALLEJO CA 94590 NONE PC HEALTH RELATED EDUCATIONAL SCHOLARSHIPS 1750 PILIPINO WORKERS CENTER 153 GLENDALE BLV LOS ANGELES CA 90026 NONE PC HOMECARE COOPERATIVE INITIATIVE 100000 RICHMOND NEIGHBORHOOD CENTER 741 30TH AVENUE SAN FRANCISCO CA 94121 NONE PC SFNCT'S HEALTHY BEHAVIORS FOR AGING & OLDER ADULTS 165000 SAMOAN COMMUNITY DEVELOPMENT CENTER 2055 SUNNYDALE AVENUE 100 SAN FRANCISCO CA 94134 NONE PC GENERAL OPERATING SUPPORT 103000 SAN FRANCISCO AFRICAN AMERICAN FAITH-BASED COALITION 1595 SHAFTER AVE SAN FRANCISCO CA 94124 NONE PC GENERAL OPERATING SUPPORT 108000 SAN FRANCISCO FOUNDATION ONE EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 NONE PC REWORK THE BAYS COMMUNITY CAREGIVING INITIATIVE: SAN FRANCISCO PILOT 100000 SAN FRANCISCO FOUNDATION ONE EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 NONE PC DEFEND CALIFORNIA POOLED FUND 30000 SAN FRANCISCO SENIOR AND DISABILITY ACTION PO BOX 423388 SAN FRANCISCO CA 94103 NONE PC GENERAL OPERATING SUPPORT 200000 SCAN FOUNDATION 3800 KILROY AIRPORT WAY STE 100 LONG BEACH CA 90806 NONE PC MASTER PLAN FOR AGING IMPLEMENTATION 75000 SELF HELP FOR THE ELDERLY 731 SANSOME STREET SUITE 100 SAN FRANCISCO CA 94111 NONE PC GENERAL OPERATING SUPPORT 75000 SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC 305 SEVENTH AVE 15TH FLOOR NEW YORK NY 10001 NONE PC DIVERSE ELDERS COALITION 175000 SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC 305 SEVENTH AVE 15TH FLOOR NEW YORK NY 10001 NONE PC DIVERSE ELDERS COALITION PARTICIPATION IN THE ASA ONAGING CONFERENCE 2025 17600 SOUTHWEST COMMUNITY CORPORATION 446 RANDOLPH ST SAN FRANCISCO CA 94132 NONE PC GENERAL OPERATING SUPPORT 5000 TRANSGENDER GENDER-VARIANT INTERSEX JUSTICE PROJECT 370 TURK ST 370 SAN FRANCISCO CA 94102 NONE PC GENERAL OPERATING SUPPORT 20000 US4US BAYAREA 734 INNES AVENUE SAN FRANCISCO CA 94134 NONE PC GENERAL OPERATING SUPPORT 100000 WILDFLOWERS INSTITUTE 1144 PACIFIC AVE SAN FRANCISCO CA 94113 NONE PC CHINESE ELDERS IN THE TENDERLOIN SURVEY PROJECT 3500 YMCA OF SAN FRANCISCO 169 STEUART STREET SAN FRANCISCO CA 94105 NONE PC BAYVIEW HUNTERS POINT YMCA'S HOLISTIC WELLNESS FOR ACTIVE OLDER ADULTS 100000 YMCA OF SAN FRANCISCO 169 STEUART STREET SAN FRANCISCO CA 94105 NONE PC CHINATOWN YMCA'S AGING WELL TOGETHER PROGRAM 100000 YMCA OF SAN FRANCISCO 169 STEUART STREET SAN FRANCISCO CA 94105 NONE PC MISSION YMCA'S BE, BELONG, BECOME: AGING WELL TOGETHER 100000 4010600 COMMUNITY LIVING CAMPAIGN 1663 MISSION STREET SUITE 525 SAN FRANCISCO CA 94103 NONE PC SF TECH COUNCIL 75000 JUSTICE IN AGING 1444 EYE ST NW STE 1100 WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 450000 SAN FRANCISCO AFRICAN AMERICAN FAITH-BASED COALITION 1595 SHAFTER AVE SAN FRANCISCO CA 94124 NONE PC GENERAL OPERATING SUPPORT 100000 SAN FRANCISCO FOUNDATION ONE EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 NONE PC REWORK THE BAYS COMMUNITY CAREGIVING INITIATIVE: SAN FRANCISCO PILOT 100000 725000 14 4046295 18 6530038 0 10576333 0 10576333 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 41150 20575 20575 LEASEHOLD IMPROVEMENTS 2020-06-30 625412 377903 SL 15.000000000000 82472 0 FURNITURE 2005-11-30 144629 139692 SL 5.000000000000 4937 0 EQUIPMENT 2009-11-03 106641 82475 SL 5.000000000000 22380 0 OTHER 2017-01-31 34500 2300 SL 5.000000000000 6900 0 CORPORATE STOCK 75525213 75525213 LEASEHOLD IMPROVEMENTS 625412 460375 165037 FURNITURE 144629 144629 0 EQUIPMENT 106641 104855 1786 OTHER 34500 9200 25300 LEGAL 29965 14983 14982 SECURITY DEPOSIT 80457 80457 80457 RIGHT-OF-USE ASSETS 1415450 2745576 2745576 FEDERAL EXCISE TAX EXPENSE 155126 INSURANCE 35535 0 21187 MEMBERSHIP 67665 0 67665 OFFICE EXPENSES 160784 0 110771 PROFESSIONAL DEVELOPMENT 8644 0 8644 BANK FEES 122 122 0 LEADERSHIP AWARD 16674 0 16674 BOARD RETREAT 59502 0 59502 UNREALIZED GAIN 1946557 DEFERRED TAX LIABILITY 207400 234400 LEASE LIABILITIES 1629799 2777394 EXCISE TAXES PAYABLE 5000 77000 CONSULTING 4461 0 4461 INVESTMENT MANAGEMENT FEE 141588 141588 0 GRANTMAKING 111566 0 111566 IT 15711 0 7752 COMMUNICATIONS 53489 0 26393 PAYROLL FEES 4508 2283 2225 PROPERTY TAX 1829 1829 0