TY 2013 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2013

Open to Public Inspection

For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013

Name of foundation
THE SAM MAZZA FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 14700 Room/suite

City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94114

A Employer identification number

20-3644356

B Telephone number (see instructions)

(650) 355-0272

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$20,757,735J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	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 instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments	101,724		119,830
4	Dividends and interest from securities......	132,389		134,400
5a	Gross rents..............	709,485		709,485
b	Net rental income or (loss) 323,869
6a	Net gain or (loss) from sale of assets not on line 10		306,736
b	Gross sales price for all assets on line 6a 3,509,980
7	Capital gain net income (from Part IV, line 2)...			306,736
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).......		4,964	4,964	0
12	Total. Add lines 1 through 11........	1,255,298		1,275,415	0
13	Compensation of officers, directors, trustees, etc.	95,000		47,500	0	47,500
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		17,730	2,000	0	15,530
c	Other professional fees (attach schedule)....		35,888	19,191	0	16,697
17	Interest...............	4,653		4,653	0	0
18	Taxes (attach schedule) (see instructions)		104,017	81,499	0	2,738
19	Depreciation (attach schedule) and depletion...		231,025	162,228	0
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		261,707	239,600	0	22,107
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	750,020		556,671	0	104,572
25	Contributions, gifts, grants paid........	797,000				797,000
26	Total expenses and disbursements. Add lines 24 and 25	1,547,020		556,671	0	901,572
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-291,722
b	Net investment income (if negative, enter -0-)			718,744
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2013)

Form 990-PF (2013)

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
Part II		Balance Sheets		(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............		50,412	5,933	5,933
	2	Savings and temporary cash investments..........		130,197	115,718	115,718
	3	Accounts receivable 15,224
		Less: allowance for doubtful accounts			15,224	15,224
	4	Pledges receivable
		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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis 8,857,434
		Less: accumulated depreciation (attach schedule) 1,015,316		7,806,803	7,842,118	7,842,118
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........		9,815,292	10,055,543	10,055,543
	14	Land, buildings, and equipment: basis 2,772,061
		Less: accumulated depreciation (attach schedule) 312,085		2,409,550	2,459,976	2,459,976
	15	Other assets (describe )		262,855	263,223	263,223
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)		20,475,109	20,757,735	20,757,735
		17	Accounts payable and accrued expenses..........
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 )		57,764	72,976
23		Total liabilities (add lines 17 through 22)..........		57,764	72,976
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........		19,023,100	19,023,100
	28	Paid-in or capital surplus, or land, bldg., and equipment fund		0	0
	29	Retained earnings, accumulated income, endowment, or other funds		1,394,245	1,661,659
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................		20,417,345	20,684,759
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................		20,475,109	20,757,735

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	20,417,345
2	Enter amount from Part I, line 27a.....................	2	-291,722
3	Other increases not included in line 2 (itemize)	3	559,136
4	Add lines 1, 2, and 3..........................	4	20,684,759
5	Decreases not included in line 2 (itemize)	5	0
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	20,684,759

Form 990-PF (2013)

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
1 a	PUBLICLY TRADED SECURITIES	P
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,509,980	3,203,244	306,736
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			306,736
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	306,736
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 -0- in Part I, line 8 . . . . . . . . . . . . . . . .		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? Yes No

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))
2012	681,074	17,224,082	0.039542
2011	845,364	15,712,074	0.053803
2010	823,287	15,551,217	0.052940
2009	579,030	14,976,365	0.038663
2008	1,205,220	15,938,294	0.075618

2	Total of line 1, column (d) ......................	2	0.260566
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	0.052113
4	Enter the net value of noncharitable-use assets for 2013 from Part X, line 5.....	4	17,330,426
5	Multiply line 4 by line 3.......................	5	903,140
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	7,187
7	Add lines 5 and 6.........................	7	910,327
8	Enter qualifying distributions from Part XII, line 4..............	8	1,016,839
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.

Form 990-PF (2013)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	7,187
	hereand 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	7,187
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	7,187
6	Credits/Payments:

a	2013 estimated tax payments and 2012 overpayment credited to 2013	6a	12,800
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	12,800
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	5,613
11	Enter the amount of line 10 to be: Credited to 2014 estimated tax5,613	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.

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 instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.SAMMAZZAFOUNDATION.ORG

The books are in care of bullet

THE FOUNDATION Telephone no. bullet

(650) 355-0272

Located at bullet

PO BOX 14700SAN FRANCISCOCA ZIP+4 bullet

94114

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country?

16 No

See 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 (2013)

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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 2013?.............

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)):

At the end of tax year 2013, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2013?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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 instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

If "Yes," did it have excess business holdings in 2013 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 2013.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2013?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(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 instructions)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2013)

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 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
JEANETTE COOL	PRESIDENT 40.00	95,000	0	0
900 MIRADOR TERRACE PACIFICA,CA94044	PRESIDENT 40.00	95,000	0	0
DEDE ESTEY	BOARD MEMBER 0.00	0	0	0
PO BOX 14700 SAN FRANCISCO,CA94114	BOARD MEMBER 0.00	0	0	0
DAVID MAZZA	BOARD MEMBER 0.00	0	0	0
PO BOX 14700 SAN FRANCISCO,CA94114	BOARD MEMBER 0.00	0	0	0
ROBERT HOOD	SECRETARY/TREASURER 0.00	0	0	0
PO BOX 14700 SAN FRANCISCO,CA94114	SECRETARY/TREASURER 0.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see 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...................				0

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
NONE

Total number of others receiving over $50,000 for professional services............. bullet

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 (2013)

Page 7

Part IX-B

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
1


2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

Minimum investment return. Enter 5% of line 5..................

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

866,521

Tax on investment income for 2013 from Part VI, line 5......

7,187

Income tax for 2013. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

7,187

Distributable amount before adjustments. Subtract line 2c from line 1............

859,334

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

859,334

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

859,334

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

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 (2013)

Page 8

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2012	(c) 2012	(d) 2013
1 Distributable amount for 2013 from Part XI, line 7				859,334
2 Undistributed income, if any, as of the end of 2013:
a Enter amount for 2012 only.......			459,938
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2013:
a From 2008.......
b From 2009.......
c From 2010.......
d From 2011.......
e From 2012.......
fTotal of lines 3a through e.........	0
4Qualifying distributions for 2013 from Part
XII, line 4: $ 1,016,839
a Applied to 2012, but not more than line 2a			459,938
b Applied to undistributed income of prior years (Election required—see instructions)......		0
c Treated as distributions out of corpus (Election required—see instructions).........	0
d Applied to 2013 distributable amount.....				556,901
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2013.	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	0
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 instructions ...........		0
e Undistributed income for 2012. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2013. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2014 ..........				302,433
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............	0
8Excess distributions carryover from 2008 not applied on line 5 or line 7 (see instructions) ...	0
9Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2009....
b Excess from 2010....
c Excess from 2011....
d Excess from 2012....
e Excess from 2013....

Form 990-PF (2013)

Page 9

Part XIV

Private Operating Foundations (see 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 2013, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2013	(b) 2012	(c) 2011	(d) 2010	(e) Total

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 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

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. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

THE SAM MAZZA FOUNDATION ATTN JEANE
PO BOX 14700
SAN FRANCISCO,CA94114
(650) 355-0272

bThe form in which applications should be submitted and information and materials they should include:

THE FOUNDATION ACCEPTS MANY FORMATS. THE INFORMATION THEY SHOULD INCLUDE ARE INFORMATION ABOUT THE ORGANIZATION, MISSION OBJECTIVE, FINANCIAL STATEMENTS, BUDGETS, RELEVANT PUBLIC RELATIONS AND WEBSITE INFORMATION.

cAny submission deadlines:

NO.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NO RESTRICTIONS OR LIMITATIONS ON AWARDS PRESENTLY, BUT BAY AREA PROPOSALS ARE PREFERENTIAL. ARTS, SOCIAL WELFARE AND EDUCATION ARE CHARITABLE FIELDS THAT ARE GIVEN PREFERENCE.

Form 990-PF (2013)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ARTSEED PO BOX 29277 SAN FRANCISCO,CA94129	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
BAYCAT 2415 THIRD STREET STE 230 SAN FRANCISCO,CA94107	NONE	NON-PROFIT ORGANIZAT	TO EDUCATE, EMPOWER, AND EMPLOY UNDERSERVED YOUTH AND ADULTS	30,000
BREAK THE SILENCE MEDIA AND ART PROJECT 1801 BUSH STREET 211 SAN FRANCISCO,CA94109	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	7,000
CHILDREN'S BOOK PROJECT 45 HOLLY PARK CIRCLE SAN FRANCISCO,CA94110	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT LITERACY AND CREATIVE LANGUANGE ARTS	5,000
CHILDREN'S VISION FIRST 1007 GENERAL KENNEDY AVE SUITE 210 SAN FRANCISCO,CA94129	NONE	NON-PROFIT ORGANIZAT	TO PROVIDE UNINSURED LOW INCOME CHILDREN WITH FREE VISION EXAMS AND CORRECTIVE EYEGLASSES	10,000
COLLEGE SUMMIT NORTHERN CALIFORNIA 703 MARKET STREET SAN FRANCISCO,CA94103	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
COMMUNITY INITIATIVES 354 PINE STREET SAN FRANCISCO,CA94104	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
CREDO SCHOOL OF ARTS LETTERS AND SCIENCE 1290 SOUTHWEST BOULEVARD ROHNERT PARK,CA94928	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	35,000
DANCE BRIGADE 3316 24TH STREET SAN FRANCISCO,CA94110	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	25,000
DOOR DOG MUSIC PRODUCTIONS 1007 GENERAL KENNEDY AVE SUITE 215 SAN FRANCISCO,CA94129	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT WORLD YOUTH ORCHESTRA	175,000
FREE THE CHILDREN TRUST 122 HAMILTON AVE PALO ALTO,CA94301	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT SCHOLARSHIPS FOR THE NEEDY	6,000
FRIENDS OF KONA PACIFIC PUBLIC CHARTER SCHOOL PO BOX 115 KEALAKEKUA,HI96750	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	17,500
GEORGE LAMMAM 71 HARTFORD SAN FRANCISCO,CA94114	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	1,000
GROCERIES FOR SENIORS 660 CALIFORNIA STREET SAN FRANCISCO,CA94108	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	5,000
HABITOT CHILDREN'S MUSEUM 2065 KITTREDGE STREET BERKELEY,CA94704	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	7,500
IMAGINE BUS PROJECT 1012 TORNEY AVE SAN FRANCISCO,CA94129	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	15,000
LOVED TWICE 4123 BROADWAY SUITE 815 OAKLAND,CA94611	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	5,000
MISSION GRADUATES 3040 16TH STREET SAN FRANCISCO,CA94103	NONE	NON-PROFIT ORGANIZAT	TO HELP INCREASE THE NUMBER OF K-12 STUDENTS IN SAN FRANCISCO'S MISSION DISTRICT WHO ARE PREPARED FOR AND COMPLETE A COLLEGE EDUCATION	50,000
MR HOLLAND'S OPUS FOUNDATION 4370 TUJUNGA AVE SUITE 330 STUDIO CITY,CA91604	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
MUSIC IN SCHOOLS TODAY 582 MARKET STREET SUITE 213 SAN FRANCISCO,CA94104	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
OAKLAND SCHOOLS FOUNDATION 3700 COOLIDGE AVE OAKLAND,CA94602	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
ODC 351 SHOTWELL STREET SAN FRANCISCO,CA94110	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	25,000
PACIFICA ENVIRONMENTAL FAMILY PO BOX 259 PACIFICA,CA94044	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	500
PACIFICA SCHOOL VOLUNTEERS 830 ROSITA RD PACIFICA,CA94044	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	15,000
PACIFICA SPINDRIFT PLAYERS 1050 CRESPI DR PACIFICA,CA94044	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
POMEROY RECREATION & REHABILITATION CENTER 207 SKYLINE BLVD SAN FRANCISCO,CA94132	NONE	NON-PROFIT ORGANIZAT	TO PROMOTE HEALTH AND WELLNESS PRACTICES TO LOW-INCOME CHILDREN AND FAMILIES IN RICHMOND AND WEST CONTRA COSTA COUNTY	20,000
PRESIDIO PERFORMING ARTS FOUND THE LITTLE LANTERN 386 ARGUELLO BLVD SAN FRANCISCO,CA94129	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	50,000
PROJECT COMMOTION 2095 HARRISON STREET SAN FRANCISCO,CA94110	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	12,000
PROJECT OPEN HAND 730 POLK STREET 3 SAN FRANCISCO,CA94109	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	7,500
ROBERT MOSES' KIN 870 MARKET STREET SUITE 567 SAN FRANCISCO,CA94102	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	25,000
RUDOLF STEINER COLLEGE 9200 FAIR OAKS BLVD FAIR OAKS,CA95628	NONE	NON-PROFIT ORGANIZAT	TO PROVIDE EDUCATION FOR PEOPLE OF DIVERSE AGES AND BACKGROUNDS	17,000
SAN FRANCISCOMARIN FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO,CA94107	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	5,000
SCHOOL OF PERFORMING ARTS AND CULTURAL EDUCATION 508 W PERKINS STREET UKIAH,CA95482	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
SPARK PROGRAM 251 RHODE ISLAND STREET SUITE 205 SAN FRANCISCO,CA94103	NONE	NON-PROFIT ORGANIZAT	TO PROVIDE LIFE-CHANGING APPRENTICESHIPS TO YOUTH FROM DISADVANTAGED COMMUNITIES	20,000
ST ANTHONY FOUNDATION 150 GOLDEN GATE AVENUE SAN FRANCISCO,CA94102	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	5,000
ST VINCENT DE PAUL SOCIETY OF SAN FRANCISCO 1237 VAN NESS AVENUE SUITE 200 SAN FRANCISCO,CA94109	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	5,000
ST VINCENT'S DAY HOME 1086 8TH STREET OAKLAND,CA94607	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
THE NEW CONSERVATORY THEATRE CENTER 25 VAN NESS AVENUE SAN FRANCISCO,CA94102	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	15,000
VIDA VERDE NATURE EDUCATION 3540 LA HONDA RD SAN GREGORIO,CA94074	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
WELCOME MINISTRY 1751 SACRAMENTO STREET SAN FRANCISCO,CA94109	NONE	NON-PROFIT ORGANIZAT	TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS BY PROVIDING: HOSPITALITY; EDUCATION; FOOD; AND REFERRALS FOR HOUSING, HEALTH CARE AND DRUG AND ALCOHOL TREATMENT	1,000
WORLD ARTS WEST FORT MASON CENTER BLDG D SAN FRANCISCO,CA94123	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	30,000
YES 3029 MACDONALD AVENUE RICHMOND,CA94804	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	10,000
YOUNG AUDIENCES OF NORTHERN CALIFORNIA 125 STILLMAN STREET SUITE A SAN FRANCISCO,CA94107	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	15,000
Z SPACE 450 FLORIDA STREET SAN FRANCISCO,CA94110	NONE	NON-PROFIT ORGANIZAT	TO SUPPORT THE ORGANIZATION'S MISSION	25,000
Total ................................. 3a				797,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2013)

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 instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............			14	101,724
4 Dividends and interest from securities....			14	132,389
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	323,869
6 Net rental income or (loss) from personal property .............
7 Other investment income.....			03	4,964
8 Gain or (loss) from sales of assets other than inventory .............			18	306,736
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		869,682	0

13Total. Add line 12, columns (b), (d), and (e)..................

13869,682

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

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 accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2013)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2013)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2013 AccountingFeesSchedule

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	15,730	0	0	15,530
LEGAL AND ACCOUNTING	2,000	2,000		0

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2013 DepreciationSchedule

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income
160 LIBERTY STREET LAND	2002-06-14	341,000		L		0	0	0
2255 MARKET STREET LAND	2002-06-14	930,000		L		0	0	0
299 COLE STREET LAND	2002-06-14	618,150		L		0	0	0
900 MIRADOR TERRACE LAND	2002-06-14	780,000		L		0	0	0
160 LIBERTY STREET BUILDING	2002-06-14	759,000	290,936	SL	27.500000000000	27,605	27,605	27,605
2255 MARKET STREET BUILDING	2002-06-14	2,070,000	793,455	SL	27.500000000000	75,286	75,286	75,286
299 COLE STREET BUILDING	2002-06-14	966,850	370,606	SL	27.500000000000	35,164	35,164	35,164
900 MIRADOR TERRACE BUILDING	2002-06-14	2,220,000	850,950	SL	27.500000000000	80,741	0	80,741
160 LIBERTY STREET IMPROVEMENTS	2004-07-01	18,176	9,088	200DB	7.000000000000	0	0	0
160 LIBERTY STREET IMPROVEMENTS	2004-07-01	10,558	3,248	SL	27.500000000000	384	384	384
160 LIBERTY STREET IMPROVEMENTS	2004-07-01	3,898	1,201	SL	27.500000000000	142	142	142
160 LIBERTY STREET ELECTRICAL	2005-05-05	3,163	877	SL	27.500000000000	115	115	115
160 LIBERTY STREET IMPROVEMENTS	2005-11-03	14,750	3,819	SL	27.500000000000	536	536	536
2255 MARKET STREET IMPROVEMENTS	2005-04-13	30,500	8,549	SL	27.500000000000	1,109	1,109	1,109
299 COLE STREET IMPROVEMENTS	2004-07-01	28,266	8,695	SL	27.500000000000	1,028	1,028	1,028
299 COLE STREET ELECTRICAL	2005-07-01	12,064	3,274	SL	27.500000000000	439	439	439
299 COLE STREET IMPROVEMENTS	2005-07-01	54,995	14,917	SL	27.500000000000	2,000	2,000	2,000
299 COLE STREET ELECTRICAL	2006-07-01	11,507	2,700	SL	27.500000000000	418	418	418
299 COLE STREET TANGIBLE PROPERTY	2006-01-10	12,350	11,801	200DB	7.000000000000	549	0	0
299 COLE STREET TANGIBLE PROPERTY	2006-07-01	9,540	9,115	200DB	7.000000000000	425	425	425
900 MIRADOR TERRACE IMPROVEMENTS	2004-07-01	2,113	1,056	200DB	7.000000000000	0	0	0
900 MIRADOR TERRACE IMPROVEMENTS	2004-07-01	4,969	1,535	SL	27.500000000000	181	0	181
900 MIRADOR TERRACE OFFICE EQUIPMENTS	2002-06-14	3,784	2,649	200DB	5.000000000000	0	0	0
900 MIRADOR TERRACE IMPROVEMENTS	2007-07-01	144,718	28,722	SL	27.500000000000	5,262	0	5,262
160 LIBERTY STREET IMPROVEMENTS	2007-07-01	79,967	15,873	SL	27.500000000000	2,908	2,908	2,908
160 LIBERTY STREET CARPET	2007-06-01	2,624	2,624	200DB	5.000000000000	0	0	0
160 LIBERTY STREET REFRIGERATOR	2007-03-15	716	716	200DB	5.000000000000	0	0	0
160 LIBERTY STREET STOVE	2007-03-15	668	668	200DB	5.000000000000	0	0	0
2255 MARKET STREET REFRIGERATOR	2007-05-23	552	552	200DB	5.000000000000	0	0	0
2255 MARKET STREET STOVE	2007-05-23	377	377	200DB	5.000000000000	0	0	0
MAC COMPUTER	2007-09-11	3,369	3,369	200DB	5.000000000000	0	0	0
299 COLE STREET IMPROVEMENTS	2008-07-01	7,373	1,195	SL	27.500000000000	268	268	268
299 COLE STREET REFRIGERATOR	2008-08-21	623	294	200DB	5.000000000000	17	83	83
299 COLE STREET STOVE	2008-09-05	860	407	200DB	5.000000000000	23	115	115
2255 MARKET STREET #10 REFRIGERATOR	2008-12-13	580	273	200DB	5.000000000000	17	106	106
2255 MARKET STREET IMPROVEMENTS	2008-07-01	10,405	1,685	SL	27.500000000000	378	378	378
900 MIRADOR TERRACE OFFICE EQUIPMENT	2008-12-17	626	295	200DB	5.000000000000	18	0	125
900 MIRADOR TERRACE IMPROVEMENTS	2008-07-01	439,626	71,269	SL	27.500000000000	15,985	0	15,985
COMPUTER EQUIPMENT	2008-03-19	208	98	200DB	5.000000000000	6	0	10
COMPUTER SOFTWARE	2008-03-19	150	75	SL	3.000000000000	0	0	0
299 COLE STREET IMPROVEMENTS	2009-02-02	1,162	163	SL	27.500000000000	42	42	42
160 LIBERTY STREET #5 REFRIGERATOR	2009-02-16	638	264	200DB	5.000000000000	37	128	128
160 LIBERTY STREET #6 REFRIGERATOR	2009-04-28	630	260	200DB	5.000000000000	36	126	126
OFFICE FURNITURE	2009-07-01	4,846	1,666	200DB	7.000000000000	216	0	692
900 MIRADOR TERRACE IMPROVEMENTS	2009-07-01	126,427	15,899	SL	27.500000000000	4,597	0	4,597
2255 MARKET STREET #5 IMPROVEMENTS	2010-07-01	65,013	5,812	SL	27.500000000000	2,364	2,364	2,364
2255 MARKET STREET #11 IMPROVEMENTS	2010-07-01	25,514	2,281	SL	27.500000000000	928	928	928
2255 MARKET STREET IMPROVEMENTS	2010-07-01	26,963	2,409	SL	27.500000000000	980	980	980
900 MIRADOR TERRACE IMPROVEMENTS	2010-07-01	317,860	28,413	SL	27.500000000000	11,557	0	11,557
BOSE SOUND SYSTEM - MIRADOR	2010-07-01	1,560	878	200DB	7.000000000000	195	0	223
2255 MARKET STREET #2 - STOVE	2010-01-29	499	356	200DB	5.000000000000	57	100	100
2255 MARKET STREET #5 - REFRIGERATOR	2010-07-08	1,488	1,060	200DB	5.000000000000	171	298	298
2255 MARKET STREET #5 AND 11 - STOVE	2010-08-24	1,046	745	200DB	5.000000000000	121	209	209
2255 MARKET STREET #12 - STOVE	2011-01-14	535		200DB	5.000000000000	0	107	107
2255 MARKET STREET - ROOF	2011-03-03	33,100	2,157	SL	27.500000000000	1,204	1,204	1,204
299 COLE STREET - FLOORING	2011-05-18	1,425		200DB	5.000000000000	0	285	285
2255 MARKET STREET - IMPROVEMENTS	2011-07-01	5,659	300	SL	27.500000000000	206	206	206
160 LIBERTY STREET IMPROVEMENTS	2011-12-15	33,561	1,271	SL	27.500000000000	1,220	1,220	1,220
IPHONE	2011-01-03	262		200DB	5.000000000000	0	0	52
COMPUTER SOFTWARE	2011-03-28	212	130	SL	3.000000000000	71	0	71
900 MIRADOR TERRACE IMPROVEMENTS	2011-07-01	395,903	20,995	SL	27.500000000000	14,395	0	14,395
COMPUTER EQUIPMENT - SOUND SYSTEM	2011-12-02	488		200DB	5.000000000000	0	0	98
COMPUTER EQUIPMENT	2011-12-02	269		200DB	5.000000000000	0	0	54
299 COLE STREET - IMPROVEMENTS	2012-05-08	6,186	141	SL	27.500000000000	225	225	225
160 LIBERTY STREET IMPROVEMENTS	2012-07-01	42,772	713	SL	27.500000000000	1,555	1,555	1,555
2255 MARKET STREET - SECURITY CAMERAS	2012-11-09	3,860	18	SL	27.500000000000	140	140	140
2255 MARKET STREET - IMPROVEMENTS	2012-11-16	7,600	35	SL	27.500000000000	276	276	276
299 COLE STREET REFRIGERATOR	2012-12-10	692	69	200DB	5.000000000000	111	138	138
APPLE IPAD	2012-04-12	688	69	200DB	5.000000000000	110	0	138
OFFICE EQUIPMENT - TV	2012-04-19	325	32	200DB	5.000000000000	52	0	65
900 MIRADOR TERRACE IMPROVEMENTS	2012-07-01	34,855	581	SL	27.500000000000	1,267	0	1,267
OFFICE FURNITURE	2012-09-18	5,245	375	200DB	7.000000000000	642	0	749
299 COLE STREET - REFRIGERATOR	2013-06-07	657		200DB	5.000000000000	395	77	77
160 LIBERTY STREET - IMPROVEMENTS	2013-07-01	36,507		SL	27.500000000000	609	609	609
2255 MARKET STREET - IMPROVEMENTS	2013-07-01	86,426		SL	27.500000000000	1,441	1,441	1,441
299 COLE STREET - IMPROVEMENTS	2013-07-01	77,908		SL	27.500000000000	1,299	1,299	1,299
900 MIRADOR TERRACE IMPROVEMENTS	2013-07-01	111,112		SL	27.500000000000	1,852	0	1,852
OFFICE FURNITURE	2013-03-15	434		200DB	7.000000000000	248	0	52
COMPUTER EQUIPMENT	2013-03-15	3,134		200DB	5.000000000000	1,880	0	522
MISCELLANEOUS OFFICE EQUIPMENT	2013-07-01	588		200DB	5.000000000000	353	0	59

- TIN:

TY 2013 InvestmentsLandSchedule2

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Category/ Item	Cost/Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
2255 MARKET STREET - LAND	1,087,500	0	1,087,500	1,087,500
2255 MARKET STREET	3,262,500	513,125	2,749,375	2,749,375
299 COLE STREET - LAND	575,000	0	575,000	575,000
299 COLE STREET	1,725,000	256,250	1,468,750	1,468,750
160 LIBERTY STREET - LAND	406,250	0	406,250	406,250
160 LIBERTY STREET	1,218,750	188,438	1,030,312	1,030,313
160 LIBERTY STREET IMPROVEMENTS	76,968	12,507	64,461	64,460
160 LIBERTY STREET - CARPET	2,624	2,624	0	0
160 LIBERTY STREET - REFRIGERATOR	716	716	0	0
160 LIBERTY STREET - STOVE	668	668	0	0
2255 MARKET STREET - REFRIGERATOR	552	552	0	0
2255 MARKET STREET - STOVE	377	377	0	0
299 COLE STREET IMPROVEMENTS	7,373	1,013	6,360	6,360
299 COLE STREET REFRIGERATOR	623	623	0	0
299 COLE STREET STOVE	860	860	0	0
2255 MARKET STREET #10 REFRIGERATOR	580	580	0	0
2255 MARKET STREET IMPROVEMENTS	10,405	1,431	8,974	8,974
299 COLE STREET IMPROVEMENTS	1,162	143	1,019	1,019
160 LIBERTY STREET #5 - REFRIGERATOR	638	638	0	0
160 LIBERTY STREET #6 - REFRIGERATOR	630	630	0	0
2255 MARKET STREET #2 - STOVE	499	399	100	100
2255 MARKET STREET #5 IMPROVEMENTS	65,014	6,365	58,649	58,646
2255 MARKET STREET - IMPROVEMENTS	26,963	2,584	24,379	24,379
2255 MARKET STREET #11 IMPROVEMENTS	25,515	2,445	23,070	23,069
2255 MARKET STREET #5 - REFRIGERATOR	1,489	1,042	447	446
2255 MARKET STREET #5 AND 11 - STOVE	1,046	715	331	331
2255 MARKET STREET #12 - STOVE	535	321	214	214
2255 MARKET STREET - ROOF	33,100	2,345	30,755	30,755
299 COLE STREET - FLOORING	1,425	760	665	665
2255 MARKET STREET - IMPROVEMENTS	5,659	354	5,305	5,306
160 LIBERTY STREET IMPROVEMENTS	33,561	1,748	31,813	31,813
COLE - IMPROVEMENTS	6,186	258	5,928	5,928
LIBERTY - IMPROVEMENTS	42,772	1,604	41,168	41,168
MARKET - SECURITY CAMERAS	3,860	113	3,747	3,747
MARKET - IMPROVEMENTS	7,600	222	7,378	7,378
COLE - REFRIGERATOR	692	150	542	542
COLE - REFRIGERATOR	657	77	580	581
LIBERTY - IMPROVEMENTS	36,507	456	36,051	36,051
MARKET - IMPROVEMENTS	86,426	1,080	85,346	85,346
COLE - IMPROVEMENTS	77,908	974	76,934	76,934
MAC COMPUTER	3,369	3,369	0	0
OFFICE EQUIPMENT	626	626	0	0
COMPUTER EQUIPMENT	208	208	0	0
COMPUTER SOFTWARE	150	150	0	0
OFFICE FURNITURE	4,846	3,116	1,730	1,731
COMPUTER EQUIPMENT - IPHONE	262	157	105	105
COMPUTER SOFTWARE	212	201	11	12
COMPUTER EQUIPMENT - SOUND SYSTEM	488	203	285	285
COMPUTER EQUIPMENT	269	112	157	157
APPLE IPAD	688	241	447	448
OFFICE EQUIPMENT - TV	325	114	211	211
OFFICE FURNITURE	5,245	999	4,246	4,246
OFFICE FURNITURE	434	52	382	382
COMPUTER EQUIPMENT	3,134	522	2,612	2,612
MISCELLANEOUS OFFICE EQUIPMENT	588	59	529	529

- TIN:

TY 2013 InvestmentsOtherSchedule2

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
LAND INVESTMENTS	AT COST	1,250,000	1,250,000
WELLS FARGO	FMV	8,805,543	8,805,543

- TIN:

TY 2013 LandEtcSchedule2

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
900 MIRADOR TERRACE - LAND	300,000	0	300,000	300,000
900 MIRADOR TERRACE - BUILDING	900,000	157,500	742,500	742,500
900 MIRADOR TERRACE IMPROVEMENTS	144,718	23,516	121,202	121,201
900 MIRADOR TERRACE IMPROVEMENTS	439,626	60,449	379,177	379,178
900 MIRADOR TERRACE IMPROVEMENTS	126,427	14,223	112,204	112,204
900 MIRADOR - SOUND SYSTEM	1,560	1,144	416	416
900 MIRADOR - IMPROVEMENTS	317,860	27,813	290,047	290,048
900 MIRADOR - IMPROVEMENTS	395,903	24,744	371,159	371,159
900 MIRADOR - IMPROVEMENTS	34,855	1,307	33,548	33,547
900 MIRADOR - IMPROVEMENTS	111,112	1,389	109,723	109,723

- TIN:

TY 2013 OtherAssetsSchedule

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
ART COLLECTION - 900 MIRADOR TERRACE	262,855	262,855	262,855
PETTY CASH	0	360	360
UNDEPOSITED FUNDS	0	8	8

- TIN:

TY 2013 OtherExpensesSchedule

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK CHARGES	51	26	0	25
DUES AND SUBS	1,146	573	0	573
MANAGEMENT FEES	76,863	76,863	0	0
MEDICAL INSURANCE	8,914	4,457	0	4,457
OFFICE SUPPLIES	2,716	1,358	0	1,358
TELEPHONE	514	257	0	257
PROPERTY INSURANCE	12,959	6,480	0	6,480
SECURITY	90	45	0	45
POSTAGE AND DELIVERY	975	487	0	487
FEES	180	0	0	180
MARKETING	60	0	0	60
PARKING	53	0	0	53
SUPPLIES	1,900	950	0	950
ENTERTAINMENT	300	0	0	300
GIFTS	1,913	957	0	956
RESEARCH AND DEVELOPMENT	2,699	1,349	0	1,350
TRAVEL	3,884	0	0	3,884
FINES AND PENALTIES	112	0	0	112
WEBSITE	580	0	0	580
INVESTMENT EXPENSES	1,715	1,715	0	0
CLEANING/MAINTENANCE	10,698	10,698		0
CARPENTRY	7,145	7,145		0
GARDENING	8,983	8,983		0
INSURANCE	20,664	20,664		0
PLUMBING AND HEATING	4,808	4,808		0
REPAIRS	12,549	12,549		0
REPLACEMENTS	821	821		0
UTILITIES	34,618	34,618		0
TELEPHONE	1,895	1,895		0
REPAIRS	797	797		0
ELECTRICAL	12,299	12,299		0
PAINTING	21,715	21,715		0
HAULING	1,589	1,589		0
SECURITY	2,049	2,049		0
FEES	1,021	1,021		0
INSPECTIONS	426	426		0
POSTAGE AND DELIVERY	8	8		0
BUILDING PERMITS	1,456	1,456		0
DECOR	522	522		0
SCOOTER SUBSCRIPTIONS	20	20		0

- TIN:

TY 2013 OtherIncomeSchedule2

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Description	Revenue And Expenses Per Books	Net Investment Income
CASTLE FEES	1,950	1,950
RENT BOARD FEES	2,084	2,084
INCOME EARNED	930	930

- TIN:

TY 2013 OtherIncreasesSchedule

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Description	Amount
UNREALIZED GAIN	559,136

- TIN:

TY 2013 OtherLiabilitiesSchedule

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Description	Beginning of Year - Book Value	End of Year - Book Value
SECURITY DEPOSITS	52,809	58,161
OTHER LIABILITIES	4,955	14,815

- TIN:

TY 2013 OtherProfessionalFeesSchedule

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES	33,394	16,697	0	16,697
PROFESSIONAL SERVICES	2,494	2,494		0

- TIN:

TY 2013 TaxesSchedule

Name:

THE SAM MAZZA FOUNDATION

EIN: 20-3644356

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL TAXES	19,780	0	0	0
FOREIGN TAXES	3,950	3,950	0	0
BUSINESS TAXES	151	76	0	75
PAYROLL TAXES	5,325	2,662	0	2,663
PROPERTY TAXES	74,811	74,811		0