Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
WILLIAM G GILMORE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)1660 BUSH STREET NO 300   Room/suite
City or town, state, and ZIP code
SAN FRANCISCO, CA94109
A Employer identification number

94-6079493
B Telephone number (see page 10 of the instructions)

(415) 561-6540
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$23,068,925J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 34,175 34,175  
4 Dividends and interest from securities...... 373,870 373,870  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 715,033
b Gross sales price for all assets on line 6a 2,400,692
7 Capital gain net income (from Part IV, line 2)... 715,033
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 48,529 48,529  
12 Total. Add lines 1 through 11........ 1,171,607 1,171,607  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 85 0   85
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 20,475 10,238   10,238
c Other professional fees (attach schedule).... Click to see attachment 82,175 69,849   12,326
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 10,190 0   9,146
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 80,331 68,281   12,050
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,949 4,154   219
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 198,205 152,522   44,064
25 Contributions, gifts, grants paid........ 1,308,000 1,308,000
26 Total expenses and disbursements. Add lines 24 and 25 1,506,205 152,522   1,352,064
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -334,598
b Net investment income (if negative, enter -0-) 1,019,085
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 59,954 33,172 33,172
2 Savings and temporary cash investments.......... 2,121,394 1,886,648 1,886,648
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,010,156    
b Investments—corporate stock (attach schedule)........ 18,432,444 Click to see attachment21,139,696 21,139,696
c Investments—corporate bonds (attach schedule)........ 157,976    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment29,445 Click to see attachment9,409 Click to see attachment9,409
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,811,369 23,068,925 23,068,925
Liabilities 17 Accounts payable and accrued expenses.......... 6,600 8,395
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment56,000
23 Total liabilities (add lines 17 through 22).......... 6,600 64,395
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 21,804,769 23,004,530
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 21,804,769 23,004,530
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 21,811,369 23,068,925
Part III 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 21,804,769
2 Enter amount from Part I, line 27a...................... 2 -334,598
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,590,359
4 Add lines 1, 2, and 3.......................... 4 23,060,530
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 56,000
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 23,004,530
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,400,692   1,685,659 715,033
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       715,033
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 715,033
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
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?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 1,310,047 19,849,297 0.066000
2008 1,515,473 24,837,312 0.061016
2007 1,598,162 30,317,444 0.052714
2006 1,379,920 28,884,789 0.047773
2005 1,307,647 27,179,610 0.048111
2 Total of line 1, column (d) ...................... 2 0.275614
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.055123
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 21,685,930
5 Multiply line 4 by line 3....................... 5 1,195,394
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 10,191
7 Add lines 5 and 6......................... 7 1,205,585
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,352,064
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 on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 10,191
hereBulletand enter 1% of Part I, line 27b...................
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 0
3 Add lines 1 and 2............................ 3 10,191
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 10,191
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 9,600
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 2,400
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 15
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,794
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet1,794 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
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 incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
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
 
No
If “Yes,” attach the statement required by General Instruction T.
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 conflict with the state law remain in the governing instrument?................
    6
     
    No
    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
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletCA
    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 .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.PFS-LLC.NET/GILMORE
    14
    The books are in care ofbulletPACIFIC FOUNDATION SERVICES LLC Telephone no.bullet (415) 561-6536
    Located atbullet1660 BUSH STREET SUITE 300SAN FRANCISCOCA ZIP+4bullet94109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding 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
    1a
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    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 beginning in 2010?.............
    1c
     
    No
    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(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    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 all years listed, answer “No” and attach statement—see page 20 of the 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.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 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 period 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 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    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 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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 page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    WILLIAM MACKEY PRESIDENT
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    DAVID JUBB TREASURER/CFP
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    BOB BORTON SECRETARY
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    MARY LEE BOKLUND VICE PRESIDENT
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PACIFIC FOUNDATION SERVICES LLC FOUNDATION MANAGEMENT 82,175
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    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
    19,856,176
    b
    Average of monthly cash balances.......................
    1b
    2,159,997
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,016,173
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    22,016,173
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    330,243
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,685,930
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    1,084,297
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,084,297
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    10,191
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,191
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,074,106
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    1,074,106
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    1,074,106
    Part XII
    Qualifying Distributions (see page 25 of the 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 ..........
    1a
    1,352,064
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,352,064
    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 page 26 of the instructions)............
    5
    10,191
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    1,341,873
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 1,074,106
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008....... 760,399
    e From 2009....... 333,784
    fTotal of lines 3a through e......... 1,094,183
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 1,352,064
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 1,074,106
    e Remaining amount distributed out of corpus 277,958
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,372,141
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    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)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		1,372,141
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008.... 760,399
    d Excess from 2009.... 333,784
    e Excess from 2010.... 277,958
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d 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 line 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(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    ERIC L SLOAN SENIOR PROGRAM OFFICER
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    (415) 561-6540
    bThe form in which applications should be submitted and information and materials they should include:
    FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NET
    cAny submission deadlines:
    FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NET
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NET
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A SAFE PLACE
    PO BOX 23006
    OAKLAND,CA94623     		  501 (C)(3) PUBLIC CH DOMESTIC VIOLENCE EDUCATION AND SERVICES FOR YOUTH 25,000
    ACCESS INSTITUTE PSYCHOLOGICAL
    110 GOUGH STREET SUITE 301
    SAN FRANCISCO,CA94102     		  501 (C)(3) PUBLIC CH ELDER PSYCHOTHERAPY PROGRAM 10,000
    AIM HIGH FOR HIGH SCHOOL
    PO BOX 410715
    SAN FRANCISCO,CA94141     		  501 (C)(3) PUBLIC CH TO HELP 1,150 YOUTH ENROLL AT THE AIM HIGH PROGRAMS 20,000
    ALAMEDA COUNTY LIBRARY FOUNDATION
    2450 STEVENSON BLVD
    FREMONT,CA94538     		  501 (C)(3) PUBLIC CH CHILDREN'S BOOKS FOR THE START WITH A STORY PROGRAM 5,000
    BAYVIEW HUNTERS POINT
    2415 THIRD STREET SUITE 230
    SAN FRANCISCO,CA94107     		  501 (C)(3) PUBLIC CH BAYCAT'S DIGITAL MEDIA YOUTH EDUCATION PROGRAMS 10,000
    BERKELEY FOOD AND HOUSING PROJECT
    2362 BANCROFT WAY
    BERKELEY,CA94704     		  501 (C)(3) PUBLIC CH FEEDING PROGRAM 20,000
    BIG BROTHERS BIG SISTERS OF SC
    731 MARKET STREET SUITE 600
    SAN FRANCISCO,CA94103     		  501 (C)(3) PUBLIC CH MENTORING IN THE CITY OF SAN FRANCISO 3,000
    BLANCHET HOUSE OF HOSPITALITY
    340 NW GLISAN ST
    PORTLAND,OR97209     		  501 (C)(3) PUBLIC CH SOUP KITCHEN 15,000
    BOYS & GIRLS CLUBS OF OAKLAND
    3300 HIGH STREET
    OAKLAND,CA94619     		  501 (C)(3) PUBLIC CH SUSTAINING PROGRAM OPERATION FOR SUMMER AND ENSUING SCHOOL YEAR 5,000
    BOYS & GIRLS CLUBS OF SF
    55 HAWTHORNE STREET SUITE 600
    SAN FRANCISCO,CA94105     		  501 (C)(3) PUBLIC CH READ ON! LITERACY PROGRAM 5,000
    BUCKELEW PROGRAMS
    900 FIFTH AVE SUITE 150
    SAN RAFAEL,CA94901     		  501 (C)(3) PUBLIC CH TRANSITION AGE YOUTH PROGRAM TO OVERCOME MENTAL ILLNESS 10,000
    CATLIN GABEL SCHOOL
    8825 SW BARNES RD
    PORTLAND,OR97225     		  501 (C)(3) PUBLIC CH FINANCIAL AID 25,000
    CATLIN GABEL SCHOOL
    8825 SW BARNES RD
    PORTLAND,OR97225     		  501 (C)(3) PUBLIC CH ANNUAL FUND CAMPAIGN 37,500
    CHILD CENTERED SOLUTIONS
    PO BOX 0397
    PORTLAND,OR97207     		  501 (C)(3) PUBLIC CH LEGAL REPRESENTATION FOR CHILDREN 10,000
    CHILDREN'S HEALING ART PROJECT
    25 NW 23RD PLACE SUITE 6 BOX 155
    PORTLAND,OR97210     		  501 (C)(3) PUBLIC CH CHAP'S ART PROGRAMS IN HOSPITALS AND ART FACTORY FOR CRITICALLY-ILL CHILDREN 10,000
    CHILDREN'S SHELTER OF HOPE FOUNDATION
    505 N TOMAHAWK IS DR
    PORTLAND,OR97217     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 10,000
    COLLEGE TRACK
    117 BROADWAY
    OAKLAND,CA94607     		  501 (C)(3) PUBLIC CH DIRECT SERVICES IN SAN FRANCISCO 10,000
    COMMUNITY HOUSING PARTNERSHIP
    280 TURK STREET
    SAN FRANCISCO,CA94102     		  501 (C)(3) PUBLIC CH EXPAND HOUSING AND DELIVER SUPPORTIVE SERVICES TO FORMERLY HOMELESS 10,000
    COMMUNITY INITIATIVES
    333 VALENCIA STREET SUITE 320
    SAN FRANCISCO,CA94103     		  501 (C)(3) PUBLIC CH TO SUPPORT AT THE CROSSROAD'S WORK WITH HOMELESS YOUTH 20,000
    COMMUNITY MUSIC CENTER
    544 CAPP STREET
    SAN FRANCISCO,CA94110     		  501 (C)(3) PUBLIC CH TO SUPPORT YOUTH IN THE MISSION DISTRICT YOUNG MUSICIANS PROGRAM 10,000
    COMMUNITY OVERCOMING RELATIONSHIP ABUSE
    PO BOX 5090
    SAN MATEO,CA94402     		  501 (C)(3) PUBLIC CH TO SUPPORT STAFF SALARIES AND BENEFITS TO SHELTER STAFF 10,000
    COMPASS COMMUNITY SERVICES
    49 POWELL ST 3RD FLOOR
    SAN FRANCISCO,CA94102     		  501 (C)(3) PUBLIC CH TENDERLOIN CHILDCARE CENTER 10,000
    COOPERATIVE RESTRAINING ORDER
    3543 18TH STREET BOX 5
    SAN FRANCISCO,CA94110     		  501 (C)(3) PUBLIC CH SUPPORT SALARIES OF TWO STAFF ATTORNEYS WHO PROVIDE DIRECT LEGAL SERVICES 10,000
    CORO NORTHERN CALIFORNIA INC
    601 MONTGOMERY STREET SUITE 800
    SAN FRANCISCO,CA94111     		  501 (C)(3) PUBLIC CH CORO EXPLORING LEADERSHIP YOUTH PROGRAM 10,000
    COVENANT HOUSE CALIFORNIA
    200 HARRISON ST
    OAKLAND,CA94612     		  501 (C)(3) PUBLIC CH TO SUSTAIN CARE FOR TRANSITIONAL AGE, HOMELESS YOUTH IN OAKLAND 10,000
    DIABETIC YOUTH FOUNDATION
    5167 CLAYTON ROAD SUITE F
    CONCORD,CA94521     		  501 (C)(3) PUBLIC CH 2010 DIABETES RESIDENTIAL EDUCATION PROGRAM 10,000
    EAST PALO ALTO TENNIS AND TUTORING
    PO BOX 60597
    PALO ALTO,CA94306     		  501 (C)(3) PUBLIC CH TO RAISE FUNDS FOR ANNUAL DINNER 5,000
    EPISCOPAL COMMUNITY SERVICES OF SF
    165 EIGHTH STREET 3RD FLOOR
    SAN FRANCISCO,CA94103     		  501 (C)(3) PUBLIC CH ASSIST HOMELESS ADULTS IN EMERGENCY SHELTERS, SENIOR SERVICES, ETC. 20,000
    EXPLORATORIUM
    3601 LYON STREET
    SAN FRANCISCO,CA94123     		  501 (C)(3) PUBLIC CH TO SUPPORT MUSEUM'S CORE PROGRAM 20,000
    FIRST BAPTIST CHURCH
    909 SW 11TH AVE
    PORTLAND,OR97205     		  501 (C)(3) PUBLIC CH DOWNTOWN SOUP KITCHEN 15,000
    FLORENCE CRITTENTON SERVICES
    840 BRODERICK STREET
    SAN FRANCISCO,CA94115     		  501 (C)(3) PUBLIC CH GENERAL OPERATING COSTS IN 2011 10,000
    FOUNDATION CENTER
    312 SUTTER STREET SUITE 606
    SAN FRANCISCO,CA94108     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 1,000
    FRIENDS OF THE CHILDREN - PORTLAND
    44 NE MORRIS
    PORTLAND,OR97212     		  501 (C)(3) PUBLIC CH SUPPORT SERVICES TO NEWLY SELECTED CHILDREN IN THE PROGRAM FOR ONE YEAR 25,000
    FRIENDS OF THE SF PUBLIC LIBRARY
    391 GROVE STREET
    SAN FRANCISCO,CA94102     		  501 (C)(3) PUBLIC CH YOUTH AND CHILDREN'S SERVICES AT THE SF PUBLIC LIBRARY 10,000
    GENERAL ASSISTANCE ADVOCACY
    276 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		  501 (C)(3) PUBLIC CH TO SUPPORT MORE THAN ONE MONTH OF GAAP'S ANNUAL OPERATING NEEDS 10,000
    GOLDEN GATE NTL PARKS CONSERVANCY
    BUILDING 201 FORT MASON
    SAN FRANCISCO,CA94123     		  501 (C)(3) PUBLIC CH EDUCATIONAL PROGRAMS OF THE CRISSY FIELD CENTER 10,000
    HABITAT FOR HUMANITY SF
    645 HARRISON STREET SUITE 201
    SAN FRANCISCO,CA94107     		  501 (C)(3) PUBLIC CH TO PRE-DEVELOP AND CONSTRUCT, AFFORDABLE, OWNERSHIP HOMES IN SF 10,000
    HAIGHT ASHBURY FREE CLINICS INC
    PO BOX 29917
    SAN FRANCISCO,CA94129     		  501 (C)(3) PUBLIC CH INTEGRATED CARE CENTER 10,000
    HEARING SPEECH CENTER OF NORCAL
    1234 DIVISADERO STREET
    SAN FRANCISCO,CA94115     		  501 (C)(3) PUBLIC CH WORK WITH CHILDREN AND YOUTH WITH HEARING LOSS 20,000
    HOMELESS PRENATAL PROGRAM INC
    2500 18TH STREET
    SAN FRANCISCO,CA94110     		  501 (C)(3) PUBLIC CH CASE MANAGEMENT AND SUPPORT SERVICES FOR FAMILIES TO END POVERTY 10,000
    HOSPICE BY THE BAY
    17 E SIR FRANCIS DRAKE BLVD SUITE
    100
    LARKSPUR,CA94939     		  501 (C)(3) PUBLIC CH ART & GRIEF SUPPORT GROUPS IN THE SCHOOLS PROGRAM 10,000
    I HAVE A DREAM FOUNDATION - OR
    1478 NE KILLINGSWORTH
    PORTLAND,OR97211     		  501 (C)(3) PUBLIC CH SUPPORT TWO FULL-TIME PROGRAM COORDINATORS IN DREAMER CLASS 10 25,000
    JEAN P EDWARDS WORK ACTIVITY
    16500 NW BETHANY CT SUITE 130
    BEAVERTON,OR97006     		  501 (C)(3) PUBLIC CH ELECTRIC PALLET TRUCK AND ELECTRONIC INVENTORY COUNTING SCALES 11,000
    LAS TRAMPAS
    3460 LANA LN
    LAFAYETTE,CA94549     		  501 (C)(3) PUBLIC CH SUPPLIES FOR BUSINESS VENTURES 5,000
    LINDSAY WILDLIFE MUSEUM
    1931 FIRST AVENUE
    WALNUT CREEK,CA94597     		  501 (C)(3) PUBLIC CH SUPPORT THE EDUCATIONAL COMPONENT OF THE MUSEUM THAT SERVES BAY AREA 5,000
    LINFIELD COLLEGE
    900 SE BAKER ST
    MCMINNVILLE,OR97128     		  501 (C)(3) PUBLIC CH LINFIELD-GOOD SAMARITAN SCHOOL OF NURSING 100,000
    LOAVES & FISHES - PORTLAND
    7710 SW 31ST AVENUE PO BOX 19477
    PORTLAND,OR97280     		  501 (C)(3) PUBLIC CH ONSITE DINING PROJECT 25,000
    LOAVES & FISHES - PORTLAND
    7710 SW 31ST AVENUE PO BOX 19477
    PORTLAND,OR97280     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 15,000
    MARIN SERVICES FOR WOMEN
    1251 SOUTH ELISEO DRIVE
    GREENBRAE,CA94904     		  501 (C)(3) PUBLIC CH CHILD DEVELOPMENT PROGRAM 7,500
    MARYLHURST UNIVERSITY
    PO BOX 261
    MARYLHURST,OR97036     		  501 (C)(3) PUBLIC CH SCHOLARSHIP SUPPORT FOR MARYLHURST'S ADULT LEARNERS 25,000
    MEALS ON WHEELS OF SF
    1375 FAIRFAX AVE
    SAN FRANCISCO,CA94124     		  501 (C)(3) PUBLIC CH HOME-DELIVERED MEAL PROGRAM 15,000
    MID-PENINSULA BOYS AND GIRLS CLUB
    200 NORTH QUEBEC STREET
    SAN MATEO,CA94401     		  501 (C)(3) PUBLIC CH EDUCATION & CAREER DEVELOPMENT, TECHNOLOGY & INTERNET SAFETY 5,000
    MINDS MATTER OF PORTLAND
    P O BOX 820023
    PORTLAND,OR97282     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 5,000
    MISSION GRADUATES
    3040 16TH STREET
    SAN FRANCISCO,CA94103     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 10,000
    MUDD NICK FOUNDATION
    PO BOX 993
    MANZANITA,OR97130     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 4,000
    NEW DOOR VENTURES
    3075 21ST STREET
    SAN FRANCISCO,CA94110     		  501 (C)(3) PUBLIC CH GENERAL OPERATION SUPPORT IN 2011 10,000
    NORTH OF MARKET SENIOR SERVICES
    333 TURK STREET
    SAN FRANCISCO,CA94102     		  501 (C)(3) PUBLIC CH TO SUPPORT THE PROGRAMS OF CURRY SENIOR CENTER 10,000
    NORTHERN LIGHT SCHOOL
    3710 DORISA AVENUE
    OAKLAND,CA94605     		  501 (C)(3) PUBLIC CH MUSIC EQUIPMENTS 5,000
    OKIZU FOUNDATION
    16 DIGITAL DRIVE
    NOVATO,CA94949     		  501 (C)(3) PUBLIC CH ONCOLOGY CAMP PROGRAM 10,000
    OMEGA BOYS CLUB
    1060 TENNESSEE STREET
    SAN FRANCISCO,CA94107     		  501 (C)(3) PUBLIC CH OMEGA LEADERSHIP ACADEMY EDUCATIONAL PROGRAM 10,000
    OREGON FOOD BANK
    PO BOX 55370
    PORTLAND,OR97238     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 17,500
    PACIFIC NORTHWEST COLLEGE OF ART
    1241 NW JOHNSON ST
    PORTLAND,OR97209     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 50,000
    PATHWAYS HOSPICE FOUNDATION
    585 NORTH MARY AVENUE
    SUNNYVALE,CA94085     		  501 (C)(3) PUBLIC CH HOSPICE SERVICES IN ALAMEDA, SF, AND SAN MATEO COUNTIES FOR 2011 10,000
    PORTLAND RESCUE MISSION
    34 NW FIRST AVE SUITE 50
    PORTLAND,OR97209     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 15,000
    PROJECT OPEN HAND
    730 POLK STREET
    SAN FRANCISCO,CA94109     		  501 (C)(3) PUBLIC CH NUTRITION PROGRAM TO CLIENTS IN SAN FRANCISCO AND ALAMEDA 30,000
    RAPHAEL HOUSE OF SF
    1065 SUTTER STREET
    SAN FRANCISCO,CA94109     		  501 (C)(3) PUBLIC CH TO CONTINUE PROVIDE SAFETY NET TO CHILDREN 5,000
    REBUILDING TOGETHER SF
    PIER 28
    SAN FRANCISCO,CA94105     		  501 (C)(3) PUBLIC CH HOME SAFETY ASSESSMENT AND MODIFICATION FOR THE DISABLED 3,000
    RONALD MCDONALD HOUSE OF SF
    1640 SCOTT STREET
    SAN FRANCISCO,CA94115     		  501 (C)(3) PUBLIC CH LODGING PROGRAM 20,000
    SAINT FRANCIS FOUNDATION
    900 HYDE STREET SUITE 1208
    SAN FRANCISCO,CA94109     		  501 (C)(3) PUBLIC CH FINANCE ST. FRANCIS MEMORIAL HOSPITAL EXPANSION AND UPGRADING BURN CENTER 10,000
    SECOND HARVEST FOOD BANK
    750 CURTNER AVE
    SAN JOSE,CA95125     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT INCLUDING FOOD PURCHASE AND DISTRIBUTION 10,000
    SELF ENHANCEMENT INC
    3920 NORTH KERBY AVE
    PORTLAND,OR97227     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 25,000
    SF COURT APPOINTED SPECIAL ADVOCATES
    100 BUSH STREET SUITE 650
    SAN FRANCISCO,CA94104     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 10,000
    SF FOOD BANK
    900 PENNSYLVANIA AVENUE
    SAN FRANCISCO,CA94107     		  501 (C)(3) PUBLIC CH TO EXPAND AND SUPPORT HEALTHY CHILDREN PANTRY PROGRAM 10,000
    SF GENERAL HOSPITAL FNDN
    2789 25TH STREET SUITE 2028
    SAN FRANCISCO,CA94110     		  501 (C)(3) PUBLIC CH IMPROVE THE HEALTH AND WELL BEING OF CHILDREN AND THEIR FAMILIES 25,000
    SF GIRLS CHORUS INC
    44 PAGE STREET SUITE 200
    SAN FRANCISCO,CA94102     		  501 (C)(3) PUBLIC CH NEED-BASED SCHOLARSHIPS FOR GIRLS IN MUSIC EDUCATION AND PERFORMANCE 10,000
    SF WOMEN AGAINST RAPE
    3543 18TH ST 7
    SAN FRANCISCO,CA94110     		  501 (C)(3) PUBLIC CH RAPE CRISIS DIRECT SERVICES 5,000
    ST MARY'S HOME FOR BOYS
    16535 SW TUALATIN VALLEY HIGHWAY
    BEAVERTON,OR97006     		  501 (C)(3) PUBLIC CH MENDING HEARTS LUNCHEON 25,000
    ST ROSE OF LIMA CATHOLIC CHURCH
    2727 NE 54TH AVE
    PORTLAND,OR97213     		  501 (C)(3) PUBLIC CH TUITION ASSISTANCE AT PARISH SCHOOL 50,000
    ST ROSE OF LIMA CATHOLIC CHURCH
    2727 NE 54TH AVE
    PORTLAND,OR97213     		  501 (C)(3) PUBLIC CH RENOVATION AND EXPANSION OF ST. VINCENT DE PAUL FOOD PANTRY 25,000
    ST ANNE'S HOME - LITTLE SISTERS
    300 LAKE ST
    SAN FRANCISCO,CA94118     		  501 (C)(3) PUBLIC CH SUPPORT EXPENSES RELATED TO THE CARE OF THE ELDERLY RESIDENTS OF ST. ANNE'S 3,500
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		  501 (C)(3) PUBLIC CH GENERAL SUPPORT 10,000
    ST MARY'S ACADEMY
    1615 SW 5TH AVE
    PORTLAND,OR97201     		  501 (C)(3) PUBLIC CH NEED-BASED TUITION ASSISTANCE FOR THE CURRENT SCHOOL YEAR 10,000
    ST VINCENT DE PAUL SOCIETY
    169 STILLMAN STREET
    SAN FRANCISCO,CA94107     		  501 (C)(3) PUBLIC CH RILEY CENTER CHILDREN'S PROGRAM 25,000
    SWORDS TO PLOWSHARES
    1060 HOWARD STREET
    SAN FRANCISCO,CA94103     		  501 (C)(3) PUBLIC CH BASIC SERVICES AT FRONTLINE DROP-IN CENTER FOR HOMELESS AND LOW-INCOME 15,000
    THE ARC OF SAN FRANCISCO
    1500 HOWARD STREET
    SAN FRANCISCO,CA94103     		  501 (C)(3) PUBLIC CH TRANSITION SUPPORT PROGRAM 15,000
    THE CRUCIBLE
    1260 7TH STREET
    OAKLAND,CA94607     		  501 (C)(3) PUBLIC CH YOUTH INDUSTRIAL ART EDUCATION PROGRAM 5,000
    THE DOUGY CENTER
    PO BOX 86852 3909 SE 52ND AVE
    PORTLAND,OR97286     		  501 (C)(3) PUBLIC CH GENERAL OPERATING SUPPORT 5,000
    THE JANET POMEROY CENTER
    207 SKYLINE BLVD AT HERBST RD
    SAN FRANCISCO,CA94132     		  501 (C)(3) PUBLIC CH AFTER-SCHOOL RECREATION FOR CHILDREN AND TEEN WITH DISABILITIES 10,000
    THE SALVATION ARMY
    832 FOLSOM STREET P O BOX 193465
    SAN FRANCISCO,CA94119     		  501 (C)(3) PUBLIC CH TO SUPPORT ITS AFTER-SCHOOL PROGRAM 15,000
    WASHINGTON COUNTY MUSEUM
    17677 NW SPRINGVILLE RD
    PORTLAND,OR97229     		  501 (C)(3) PUBLIC CH TO PROVIDE EIGHT FREE FAMILY DAYS TO THE COMMUNITY 10,000
    YWCA OF GREATER PORTLAND
    1111 SW TENTH AVE
    PORTLAND,OR97205     		  501 (C)(3) PUBLIC CH LEARN LINKS CHILDREN'S PROGRAM 10,000
    Total .................................bullet 3a 1,308,000
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 34,175  
    4 Dividends and interest from securities....     14 373,870  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     43 48,529  
    8Gain or (loss) from sales of assets other than inventory     43 715,033  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,171,607 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,171,607
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    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 in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    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 value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 20,475 10,238   10,238

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 21,139,696 21,139,696

    TY 2010 OtherAssetsSchedule
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDEND/INTEREST RECEIVABLE 24,673 4,472 4,472
    EXCISE TAX OVERPAID 1,894 2,059 2,059
    SECURITY DEPOSIT 2,878 2,878 2,878


    TY 2010 OtherDecreasesSchedule
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Description Amount
    DEFERRED EXCISE TAX EXPENSE 56,000


    TY 2010 OtherExpensesSchedule
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 4,374 4,154   219
    MISCELLANEOUS 575 0   0


    TY 2010 OtherIncomeSchedule2
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 48,529 48,529 48,529


    TY 2010 OtherIncreasesSchedule
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Description Amount
    UNREALIZED GAIN 1,590,359


    TY 2010 OtherLiabilitiesSchedule
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX LIABILITY 0 56,000


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOUNDATION MANAGEMENT 82,175 69,849   12,326


    TY 2010 ReasonableCauseExplanation
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Explanation:
    THE RETURN WAS ELECTRONICALLY FILED ON AUGUST 4, 2011 BUT WAS REJECTED BY THE IRS. WE CONTACTED THE IRS HELPDESK ON AUGUST 4, 2011 WHO ESCALATED THE ISSUE (REFER TO CASE NO. 2495285). THE ISSUE WAS SUBSEQUENTLY RESOLVED ON AUGUST 24, 2011.

    TY 2010 TaxesSchedule
    Name:
    WILLIAM G GILMORE FOUNDATION
    EIN: 94-6079493
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 10,190 0   9,146