THE PARTNERSHIP FOUNDATION

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THE DIRECTORS HAVE DETERMINED THAT IT IS IN THE BEST INTEREST OF THE PARTNERSHIP FOUNDATION FOR THE FOUNDATION TO DISTRIBUTE ONE-THIRD (1/3) OF ITS NET ASSETS TO A DONOR-ADVISED FUND ESTABLISHED BY DIRECTOR ANNE PAXTON WAGLEY AS A COMPONENT FUND OF THE EAST BAY COMMUNITY FOUNDATION UNDER THE NAME "THE PARTNERSHIP FUND" ("ANNE'S DAF"), AND ONE-THIRD (1/3) OF THE FOUNDATION'S NET ASSETS TO A DONOR-ADVISED FUND ESTABLISHED BY DIRECTOR MARY WAGLEY COPP AS A COMPONENT FUND OF FIDELITY CHARITABLE, ALSO UNDER THE NAME "THE PARTNERSHIP FUND" ("MARY'S DAF"). THE DIRECTORS AUTHORIZED AND APPROVED THE DISTRIBUTION OF ONE-THIRD (1/3) OF THE NET ASSETS OF THE FOUNDATION (AS OF JUNE 30, 2022) TO ANNE'S DAF AND THE DISTRIBUTION OF ONE-THIRD (1/3) OF THE NET ASSETS OF THE FOUNDATION (AS OF JUNE, 30, 2022) TO MARY'S DAF. RECIPIENTS OF THE ASSETS DISTRIBUTED: EAST BAY COMMUNITY FOUNDATION FOR THE PARTNERSHIP FUND 200 FRANK H. OGAWA PLAZA OAKLAND, CA 94612 FIDELITY CHARITABLE FOR THE PARTNERSHIP FUND 140 FISHERVILLE LANE WESTPORT, MA 02790 A COPY OF THE UNANIMOUS CONSENT OF DIRECTORS IN LIEU OF SPECIAL MEETING IS ATTACHED TO THIS RETURN. A SCHEDULE OF THE DESCRIPTION AND FAIR MARKET VALUE OF THE ASSETS DISTRIBUTED TO EACH RECIPIENT IS ATTACHED TO THIS RETURN.

Financial Trends

Grant Size Distribution

Based on 42 grants on record

Geographic Distribution

Key Personnel

Grants Awarded (42 total)