Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE STANLEY S LANGENDORF
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)700 MONTE VISTA LANE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HALF MOON BAY, CA94019
A Employer identification number

94-2861512
B Telephone number (see instructions)

(415) 217-4919
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,966,188
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 212,587 212,587  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 594,820
b Gross sales price for all assets on line 6a 2,688,790
7 Capital gain net income (from Part IV, line 2)... 594,820
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)....... 3,218 3,218  
12 Total. Add lines 1 through 11........ 810,625 810,625  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 88,878 28,878    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 37,228 37,208    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,775 9,468    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140,881 75,554   0
25 Contributions, gifts, grants paid........ 1,222,000 1,222,000
26 Total expenses and disbursements. Add lines 24 and 25 1,362,881 75,554   1,222,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -552,256
b Net investment income (if negative, enter -0-) 735,071
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 348,531 338,466 338,466
2 Savings and temporary cash investments..........      
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 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)      
b Investments—corporate stock (attach schedule)........ 9,495,418 Click to see attachment8,958,813 11,627,722
c Investments—corporate bonds (attach schedule)........      
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 attachment5,586    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,849,535 9,297,279 11,966,188
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 9,849,535 9,297,279
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 instructions)...... 9,849,535 9,297,279
31 Total liabilities and net assets/fund balances (see instructions).. 9,849,535 9,297,279
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 9,849,535
2 Enter amount from Part I, line 27a..................... 2 -552,256
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 9,297,279
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 9,297,279
Form 990-PF (2014)
Form 990-PF (2014)
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 SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-06
b SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-08
c SLM CORP P 2013-03-01 2014-01-23
d GENERAL MOTORS CO P 2013-07-24 2014-02-06
e HERTZ GLOBAL HOLDINGS INC P 2012-10-24 2014-03-18
SAFEWAY INC P 2013-10-25 2014-03-27
GOOGLE INC P 2011-10-14 2014-04-17
PHARMACYCLICS INC P 2013-05-14 2014-05-23
MONSTER BEVERAGE CORP P 2014-01-10 2014-06-20
BRINKER INTERNATIONAL INC P 2014-02-28 2014-07-11
JOHNSON CONTROLS INC P 2013-07-18 2014-07-24
VALEANT PHARMACEUTICALS INTERNATIONA P 2011-05-02 2014-08-05
LAS VEGAS SANDS CORP P 2013-10-18 2014-08-19
BOSTON SCIENTIFIC INC P 2014-03-25 2014-09-16
ILLUMINA INC P 2014-07-24 2014-09-16
SALESFORCE.COM INC P 2014-02-26 2014-09-16
BOSTON SCIENTIFIC INC P 2013-08-26 2014-09-17
CONTINENTAL RESOURCES INC P 2014-04-30 2014-09-29
LYONDELLBASELL INDUSTRIES NV P 2014-04-23 2014-09-29
TIFFANY & CO P 2014-07-01 2014-09-29
AMERICAN EXPRESS CO P 2014-02-28 2014-10-16
AMERICAN EXPRESS CO P 2013-10-25 2014-10-31
ESTEE LAUDER COS INC P 2009-05-04 2014-11-24
PIONEER NATURAL RESOURCES CO P 2012-09-13 2014-12-12
ARTISAN SMALL CAP VALUE INVESTOR P 2012-12-19 2014-09-29
DODGE & COX INCOME P 2013-06-25 2014-09-29
DFA INTERNATIONAL SMALL COMPANY I P 2013-03-08 2014-06-04
PIMCO HIGH YIELD INSTL P 2012-07-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2013-05-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-08-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2007-06-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2003-08-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2005-03-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2007-11-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-02-29 2014-03-27
SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-06
OCWEN FINANCIAL CORP P 2013-09-19 2014-01-16
PROCTER & GAMBLE CO P 2012-12-06 2014-01-28
GENERAL MOTORS CO P 2013-09-04 2014-02-06
HERTZ GLOBAL HOLDINGS INC P 2012-11-27 2014-03-18
SAFEWAY INC P 2013-10-30 2014-03-27
INTUITIVE SURGICAL INC P 2014-04-04 2014-04-23
PHARMACYCLICS INC P 2013-05-14 2014-05-27
REGENERON PHARMACEUTICALS INC P 2012-11-29 2014-06-20
BRINKER INTERNATIONAL INC P 2014-03-07 2014-07-14
JOHNSON CONTROLS INC P 2013-07-18 2014-07-24
VALEANT PHARMACEUTICALS INTERNATIONA P 2011-05-02 2014-08-05
LAS VEGAS SANDS CORP P 2009-09-28 2014-08-19
BRISTOL-MYERS SQUIBB COMPANY P 2014-03-04 2014-09-16
LAM RESEARCH CORP P 2014-07-01 2014-09-16
SERVICENOW INC P 2014-01-30 2014-09-16
BOSTON SCIENTIFIC INC P 2013-08-06 2014-09-17
DELTA AIR LINES INC P 2013-01-07 2014-09-29
MASCO CORP P 2012-11-16 2014-09-29
TWITTER INC P 2014-09-04 2014-09-29
BIOGEN IDEC INC P 2011-10-28 2014-10-22
MASCO CORP P 2012-01-13 2014-10-31
ESTEE LAUDER COS INC P 2009-05-13 2014-11-24
LAS VEGAS SANDS CORP P 2009-11-04 2014-12-17
ARTISAN SMALL CAP VALUE INVESTOR P 2003-11-13 2014-09-29
DODGE & COX INCOME P 2011-12-20 2014-09-29
DFA INTERNATIONAL SMALL COMPANY I P 2004-09-08 2014-06-04
PIMCO HIGH YIELD INSTL P 2012-10-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2012-08-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-03-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-03-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2005-05-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2005-04-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2005-11-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2007-08-31 2014-03-27
SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-06
OCWEN FINANCIAL CORP P 2013-09-19 2014-01-16
PROCTER & GAMBLE CO P 2012-12-06 2014-01-28
NOBLE ENERGY INC P 2012-07-18 2014-02-06
HERTZ GLOBAL HOLDINGS INC P 2012-10-08 2014-03-18
CREE INC P 2013-03-18 2014-03-28
INTUITIVE SURGICAL INC P 2014-04-04 2014-04-23
PHARMACYCLICS INC P 2013-06-28 2014-05-29
REGENERON PHARMACEUTICALS INC P 2012-12-14 2014-06-20
MONSTER BEVERAGE CORP P 2014-01-10 2014-07-14
OCCIDENTAL PETROLEUM CORP P 2013-07-31 2014-07-24
VALEANT PHARMACEUTICALS INTERNATIONA P 2012-01-05 2014-08-05
LAS VEGAS SANDS CORP P 2009-09-28 2014-08-20
BROOKDALE SENIOR LIVING INC P 2014-07-17 2014-09-16
LAS VEGAS SANDS CORP P 2009-12-02 2014-09-16
SPLUNK INC P 2014-02-11 2014-09-16
DELTA AIR LINES INC P 2013-01-07 2014-09-17
DISCOVER FINANCIAL SERVICES P 2011-04-15 2014-09-29
MASTERCARD INC P 2014-03-27 2014-09-29
ULTA SALON COSMETICS & FRAGRANCES IN P 2014-09-26 2014-09-29
BIOGEN IDEC INC P 2012-09-06 2014-10-22
MASCO CORP P 2012-01-13 2014-10-31
PRICELINE GROUP INC P 2014-03-19 2014-11-24
LAS VEGAS SANDS CORP P 2009-11-04 2014-12-17
ARTISAN SMALL CAP VALUE INVESTOR P 2012-12-19 2014-09-29
DODGE & COX INCOME P 2011-09-27 2014-09-29
DFA INTERNATIONAL SMALL COMPANY I P 2011-12-13 2014-06-04
PIMCO HIGH YIELD INSTL P 2013-06-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2012-11-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-04-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-05-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2004-08-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2003-05-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-04-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-11-28 2014-03-27
SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-06
OCWEN FINANCIAL CORP P 2013-09-19 2014-01-16
PROCTER & GAMBLE CO P 2012-12-06 2014-01-28
NOBLE ENERGY INC P 2012-12-06 2014-02-06
HERTZ GLOBAL HOLDINGS INC P 2012-11-27 2014-03-18
SAFEWAY INC P 2013-10-11 2014-04-01
ST JUDE MEDICAL INC P 2013-10-22 2014-04-23
PHARMACYCLICS INC P 2013-06-28 2014-05-29
REGENERON PHARMACEUTICALS INC P 2012-11-29 2014-06-20
MONSTER BEVERAGE CORP P 2014-01-10 2014-07-14
AMAZON.COM INC P 2013-02-20 2014-07-25
VALEANT PHARMACEUTICALS INTERNATIONA P 2012-01-05 2014-08-05
JOHNSON CONTROLS INC P 2013-07-18 2014-08-21
CANADIAN PACIFIC RAILWAY LTD P 2014-02-28 2014-09-16
LAS VEGAS SANDS CORP P 2009-09-28 2014-09-16
STARBUCKS CORP P 2014-02-10 2014-09-16
MICHAEL KORS HOLDINGS LTD P 2011-12-15 2014-09-26
ESTEE LAUDER COS INC P 2014-05-22 2014-09-29
MCKESSON CORP P 2014-07-31 2014-09-29
UNDER ARMOUR INC P 2014-07-24 2014-09-29
MASCO CORP P 2012-11-16 2014-10-28
MASCO CORP P 2012-01-13 2014-10-31
PRICELINE GROUP INC P 2014-01-09 2014-11-26
LAS VEGAS SANDS CORP P 2009-11-04 2014-12-17
ARTISAN SMALL CAP VALUE INVESTOR P 2011-12-15 2014-09-29
DODGE & COX INCOME P 2010-12-21 2014-09-29
DFA INTERNATIONAL SMALL COMPANY I P 2010-06-08 2014-06-04
PIMCO HIGH YIELD INSTL P 2013-09-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2014-01-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-07-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-04-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2005-10-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2006-10-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-05-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-10-31 2014-03-27
SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-06
OCWEN FINANCIAL CORP P 2013-09-19 2014-01-16
QUALCOMM INC P 2010-09-16 2014-01-29
NOBLE ENERGY INC P 2012-07-18 2014-02-06
HERTZ GLOBAL HOLDINGS INC P 2012-10-08 2014-03-18
SAFEWAY INC P 2013-10-15 2014-04-02
ST JUDE MEDICAL INC P 2013-10-16 2014-04-23
PHARMACYCLICS INC P 2013-06-28 2014-05-29
MONSTER BEVERAGE CORP P 2014-01-10 2014-06-23
MONSTER BEVERAGE CORP P 2014-01-30 2014-07-14
OCCIDENTAL PETROLEUM CORP P 2013-07-31 2014-07-30
VALEANT PHARMACEUTICALS INTERNATIONA P 2011-05-02 2014-08-05
JOHNSON CONTROLS INC P 2013-07-18 2014-08-21
CONTINENTAL RESOURCES INC P 2014-04-30 2014-09-16
LYONDELLBASELL INDUSTRIES NV P 2014-04-23 2014-09-16
TIFFANY & CO P 2014-07-01 2014-09-16
MICHAEL KORS HOLDINGS LTD P 2011-12-15 2014-09-26
FACEBOOK INC P 2014-03-10 2014-09-29
MORGAN STANLEY P 2014-09-25 2014-09-29
UNITED CONTINENTAL HOLDINGS INC P 2014-07-25 2014-09-29
MASCO CORP P 2012-11-16 2014-10-28
STARBUCKS CORP P 2009-05-28 2014-10-31
HALLIBURTON CO P 2013-11-14 2014-11-28
LAS VEGAS SANDS CORP P 2009-11-04 2014-12-17
ARTISAN SMALL CAP VALUE INVESTOR P 2013-11-21 2014-09-29
DODGE & COX INCOME P 2009-11-12 2014-09-29
DFA INTERNATIONAL SMALL COMPANY I P 2009-06-09 2014-06-04
PIMCO HIGH YIELD INSTL P 2013-01-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2013-08-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-07-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-01-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2006-04-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2006-07-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-03-31 2014-03-27
SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-06
DISCOVER FINANCIAL SERVICES P 2011-04-15 2014-01-17
QUALCOMM INC P 2010-09-16 2014-01-29
LINKEDIN CORP P 2012-09-05 2014-02-27
HERTZ GLOBAL HOLDINGS INC P 2012-10-11 2014-03-18
CME GROUP INC P 2013-10-23 2014-04-04
ST JUDE MEDICAL INC P 2013-10-04 2014-04-23
MICHAEL KORS HOLDINGS LTD P 2012-03-23 2014-06-04
REGENERON PHARMACEUTICALS INC P 2012-12-13 2014-06-23
MICHAEL KORS HOLDINGS LTD P 2012-02-14 2014-07-15
OCCIDENTAL PETROLEUM CORP P 2013-07-31 2014-07-30
LAS VEGAS SANDS CORP P 2014-04-04 2014-08-07
GILEAD SCIENCES INC P 2014-03-27 2014-08-26
DELTA AIR LINES INC P 2013-02-15 2014-09-16
MASCO CORP P 2014-06-06 2014-09-16
ULTA SALON COSMETICS & FRAGRANCES IN P 2014-09-12 2014-09-16
MICHAEL KORS HOLDINGS LTD P 2012-02-08 2014-09-26
FLEETCOR TECHNOLOGIES, INC. P 2013-12-02 2014-09-29
NIKE INC P 2014-09-26 2014-09-29
UNITED STATES STEEL CORP P 2014-09-25 2014-09-29
MASCO CORP P 2012-11-16 2014-10-28
CONTINENTAL RESOURCES INC P 2014-04-30 2014-11-04
PIONEER NATURAL RESOURCES CO P 2012-09-17 2014-11-28
LAS VEGAS SANDS CORP P 2009-11-04 2014-12-17
ARTISAN SMALL CAP VALUE INVESTOR P 2009-11-12 2014-09-29
PIMCO TOTAL RETURN INSTL P 2014-02-28 2014-09-29
DFA INTERNATIONAL SMALL COMPANY I P 2004-06-08 2014-06-04
PIMCO HIGH YIELD INSTL P 2012-12-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2012-05-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-06-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-12-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2003-12-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2007-10-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2007-12-31 2014-03-27
CROWN CASTLE INTERNATIONAL CORP P 2013-10-22 2014-01-07
DISCOVER FINANCIAL SERVICES P 2011-04-15 2014-01-17
QUALCOMM INC P 2010-09-16 2014-01-29
LINKEDIN CORP P 2012-07-12 2014-02-28
HERTZ GLOBAL HOLDINGS INC P 2012-10-24 2014-03-18
COMCAST CORP P 2012-09-26 2014-04-04
AMAZON.COM INC P 2013-11-14 2014-04-28
PFIZER INC P 2011-02-01 2014-06-06
HOME DEPOT INC P 2009-05-20 2014-07-09
MONSTER BEVERAGE CORP P 2014-01-30 2014-07-15
VALEANT PHARMACEUTICALS INTERNATIONA P 2011-05-02 2014-07-31
MICHAEL KORS HOLDINGS LTD P 2012-02-08 2014-08-08
DELTA AIR LINES INC P 2014-01-09 2014-09-03
DISCOVER FINANCIAL SERVICES P 2014-07-17 2014-09-16
MASTERCARD INC P 2014-02-28 2014-09-16
UNDER ARMOUR INC P 2014-07-24 2014-09-16
ACTAVIS PLC P 2013-10-01 2014-09-29
GARMIN LTD P 2014-06-09 2014-09-29
NXP SEMICONDUCTORS NV P 2014-06-19 2014-09-29
VISA INC P 2014-04-10 2014-09-29
MASCO CORP P 2012-11-16 2014-10-28
CONTINENTAL RESOURCES INC P 2014-04-30 2014-11-04
BIOGEN IDEC INC P 2012-01-31 2014-12-02
AMERICAN BEACON INTL EQUITY INSTL P 2007-12-21 2014-09-29
ARTISAN SMALL CAP VALUE INVESTOR P 2007-12-19 2014-09-29
PIMCO TOTAL RETURN INSTL P 2013-10-31 2014-09-29
DFA INTERNATIONAL SMALL COMPANY I P 2004-05-10 2014-06-04
PIMCO HIGH YIELD INSTL P 2013-04-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2012-04-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-05-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-11-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2004-05-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-01-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-09-30 2014-03-27
CROWN CASTLE INTERNATIONAL CORP P 2013-06-18 2014-01-08
GENERAL MOTORS CO P 2013-11-14 2014-01-17
PROCTER & GAMBLE CO P 2012-12-31 2014-01-30
LINKEDIN CORP P 2012-07-12 2014-02-28
HERTZ GLOBAL HOLDINGS INC P 2012-10-09 2014-03-18
CME GROUP INC P 2013-10-22 2014-04-07
APPLE INC P 2008-10-30 2014-05-01
PFIZER INC P 2011-02-01 2014-06-06
HOME DEPOT INC P 2009-05-18 2014-07-09
MONSTER BEVERAGE CORP P 2014-02-06 2014-07-15
VALEANT PHARMACEUTICALS INTERNATIONA P 2011-05-02 2014-07-31
MICHAEL KORS HOLDINGS LTD P 2012-02-13 2014-08-08
DELTA AIR LINES INC P 2013-02-15 2014-09-03
ESTEE LAUDER COS INC P 2014-05-28 2014-09-16
MCKESSON CORP P 2014-07-31 2014-09-16
UNITED CONTINENTAL HOLDINGS INC P 2014-07-24 2014-09-16
ALCOA INC P 2014-09-04 2014-09-29
GILEAD SCIENCES INC P 2011-04-06 2014-09-29
PIONEER NATURAL RESOURCES CO P 2013-11-14 2014-09-29
WEATHERFORD INTERNATIONAL PLC P 2014-07-24 2014-09-29
TWITTER INC P 2014-07-30 2014-10-28
CONTINENTAL RESOURCES INC P 2014-04-30 2014-11-04
BIOGEN IDEC INC P 2012-01-31 2014-12-02
AMERICAN BEACON INTL EQUITY INSTL P 2007-12-21 2014-09-29
ARTISAN SMALL CAP VALUE INVESTOR P 2011-12-15 2014-09-29
PIMCO TOTAL RETURN INSTL P 2014-04-30 2014-09-29
DODGE & COX STOCK P 2001-03-09 2014-06-04
PIMCO HIGH YIELD INSTL P 2013-02-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-01-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-11-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2003-11-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2003-10-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-09-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-01-31 2014-03-27
CROWN CASTLE INTERNATIONAL CORP P 2013-06-18 2014-01-08
SLM CORP P 2013-03-22 2014-01-17
QUALCOMM INC P 2010-09-16 2014-01-30
LINKEDIN CORP P 2012-08-08 2014-02-28
BOEING CO P 2013-07-03 2014-03-19
CME GROUP INC P 2013-10-22 2014-04-07
YELP INC P 2013-09-19 2014-05-06
PFIZER INC P 2011-02-01 2014-06-06
MONSTER BEVERAGE CORP P 2014-01-10 2014-07-09
MONSTER BEVERAGE CORP P 2014-01-30 2014-07-15
VALEANT PHARMACEUTICALS INTERNATIONA P 2011-05-02 2014-07-31
MICHAEL KORS HOLDINGS LTD P 2012-02-13 2014-08-11
ACTAVIS PLC P 2013-10-01 2014-09-16
FACEBOOK INC P 2014-07-25 2014-09-16
MICHAEL KORS HOLDINGS LTD P 2012-02-13 2014-09-16
UNITED STATES STEEL CORP P 2014-09-04 2014-09-16
AMERICAN EXPRESS CO P 2014-01-17 2014-09-29
GOOGLE INC P 2014-07-25 2014-09-29
PPG INDUSTRIES INC P 2014-02-28 2014-09-29
WESTERN DIGITAL CORP P 2014-07-16 2014-09-29
AMERICAN EXPRESS CO P 2013-10-25 2014-10-29
CONTINENTAL RESOURCES INC P 2014-04-30 2014-11-04
HALLIBURTON CO P 2013-10-30 2014-12-02
ARTISAN SMALL CAP VALUE INVESTOR P 2011-12-15 2014-09-29
ARTISAN SMALL CAP VALUE INVESTOR P 2007-12-19 2014-09-29
PIMCO TOTAL RETURN INSTL P 2013-11-29 2014-09-29
PIMCO HIGH YIELD INSTL P 2013-12-11 2014-03-27
PIMCO HIGH YIELD INSTL P 2013-03-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2012-01-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-11-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2003-06-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-04-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2006-05-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2006-08-31 2014-03-27
CROWN CASTLE INTERNATIONAL CORP P 2013-06-07 2014-01-08
SLM CORP P 2013-03-22 2014-01-17
QUALCOMM INC P 2010-09-16 2014-01-30
SOLARCITY CORP P 2014-01-09 2014-02-28
ALLERGAN INC P 2014-01-17 2014-03-21
ACTAVIS PLC P 2013-10-01 2014-04-08
YELP INC P 2013-09-19 2014-05-06
PFIZER INC P 2011-02-01 2014-06-06
HOME DEPOT INC P 2009-05-20 2014-07-10
HOME DEPOT INC P 2009-06-02 2014-07-17
VALEANT PHARMACEUTICALS INTERNATIONA P 2011-05-02 2014-07-31
MICHAEL KORS HOLDINGS LTD P 2012-02-13 2014-08-11
ALCOA INC P 2014-09-04 2014-09-16
FLEETCOR TECHNOLOGIES, INC. P 2014-07-30 2014-09-16
MORGAN STANLEY P 2014-01-17 2014-09-16
VISA INC P 2014-03-27 2014-09-16
APPLE INC P 2008-10-31 2014-09-29
HALLIBURTON CO P 2014-04-03 2014-09-29
ROYAL CARIBBEAN CRUISES LTD P 2014-04-10 2014-09-29
WORKDAY INC P 2014-07-01 2014-09-29
MASCO CORP P 2012-01-26 2014-10-29
CONTINENTAL RESOURCES INC P 2014-04-30 2014-11-04
HALLIBURTON CO P 2013-08-01 2014-12-02
ARTISAN SMALL CAP VALUE INVESTOR P 2009-12-17 2014-09-29
DFA EMERGING MARKETS CORE EQUITY I P 2010-05-26 2014-09-29
PIMCO TOTAL RETURN INSTL P 2014-06-30 2014-09-29
PIMCO HIGH YIELD INSTL P 2005-12-14 2014-03-27
PIMCO HIGH YIELD INSTL P 2013-07-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2012-02-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-06-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2004-02-27 2014-03-27
PIMCO HIGH YIELD INSTL P 2004-04-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-05-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2007-07-31 2014-03-27
CROWN CASTLE INTERNATIONAL CORP P 2013-06-07 2014-01-08
SLM CORP P 2013-04-18 2014-01-17
WHIRLPOOL CORP P 2012-11-20 2014-01-30
UNDER ARMOUR INC P 2014-01-30 2014-02-28
ALLERGAN INC P 2013-12-20 2014-03-27
COMCAST CORP P 2012-08-01 2014-04-08
YELP INC P 2013-12-06 2014-05-06
PFIZER INC P 2011-02-01 2014-06-06
HOME DEPOT INC P 2009-05-20 2014-07-10
OCCIDENTAL PETROLEUM CORP P 2013-10-22 2014-07-17
VALEANT PHARMACEUTICALS INTERNATIONA P 2011-05-02 2014-07-31
JOHNSON CONTROLS INC P 2013-07-18 2014-08-12
AMERICAN EXPRESS CO P 2014-01-17 2014-09-16
GARMIN LTD P 2014-06-09 2014-09-16
NIKE INC P 2013-10-30 2014-09-16
WEATHERFORD INTERNATIONAL PLC P 2014-07-24 2014-09-16
BIOGEN IDEC INC P 2012-09-06 2014-09-29
HCA HOLDINGS INC P 2014-07-31 2014-09-29
SALESFORCE.COM INC P 2014-02-26 2014-09-29
WEATHERFORD INTERNATIONAL PLC P 2014-06-06 2014-10-08
MASCO CORP P 2012-03-15 2014-10-29
CONTINENTAL RESOURCES INC P 2014-05-05 2014-11-05
HALLIBURTON CO P 2013-08-01 2014-12-04
ARTISAN SMALL CAP VALUE INVESTOR P 2013-11-21 2014-09-29
DODGE & COX STOCK P 2013-09-25 2014-09-29
PIMCO TOTAL RETURN INSTL P 2014-08-29 2014-09-29
PIMCO HIGH YIELD INSTL P 2011-12-07 2014-03-27
PIMCO HIGH YIELD INSTL P 2012-06-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-02-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-12-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2003-09-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2004-03-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-08-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2006-06-30 2014-03-27
SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-08
VALEANT PHARMACEUTICALS INTERNATIONA P 2011-05-02 2014-01-17
WHIRLPOOL CORP P 2012-11-20 2014-01-30
ACTAVIS PLC P 2013-10-01 2014-03-05
CREE INC P 2013-03-13 2014-03-27
COMCAST CORP P 2012-06-28 2014-04-10
PHARMACYCLICS INC P 2014-02-13 2014-05-22
PFIZER INC P 2011-02-01 2014-06-06
BRINKER INTERNATIONAL INC P 2014-02-28 2014-07-11
HOME DEPOT INC P 2009-05-12 2014-07-22
VALEANT PHARMACEUTICALS INTERNATIONA P 2011-05-02 2014-07-31
JOHNSON CONTROLS INC P 2013-07-18 2014-08-12
APPLE INC P 2014-07-25 2014-09-16
GILEAD SCIENCES INC P 2011-04-06 2014-09-16
NXP SEMICONDUCTORS NV P 2014-06-19 2014-09-16
WESTERN DIGITAL CORP P 2014-07-16 2014-09-16
BRISTOL-MYERS SQUIBB COMPANY P 2014-01-24 2014-09-29
ILLUMINA INC P 2014-07-30 2014-09-29
SERVICENOW INC P 2014-01-30 2014-09-29
WEATHERFORD INTERNATIONAL PLC P 2014-06-06 2014-10-08
GILEAD SCIENCES INC P 2011-04-06 2014-10-30
LAS VEGAS SANDS CORP P 2009-12-02 2014-11-12
PIONEER NATURAL RESOURCES CO P 2012-09-17 2014-12-04
ARTISAN SMALL CAP VALUE INVESTOR P 2004-11-18 2014-09-29
DODGE & COX STOCK P 2013-06-25 2014-09-29
PIMCO TOTAL RETURN INSTL P 2014-07-31 2014-09-29
PIMCO HIGH YIELD INSTL P 2007-12-12 2014-03-27
PIMCO HIGH YIELD INSTL P 2014-02-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-09-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-12-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2004-06-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-06-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2006-09-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-12-31 2014-03-27
SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-08
SLM CORP P 2013-03-01 2014-01-23
WHIRLPOOL CORP P 2012-12-07 2014-01-30
BOEING CO P 2013-10-23 2014-03-18
CREE INC P 2013-03-13 2014-03-27
COMCAST CORP P 2012-06-22 2014-04-16
PHARMACYCLICS INC P 2013-07-12 2014-05-22
MONSTER BEVERAGE CORP P 2014-02-27 2014-06-19
BRINKER INTERNATIONAL INC P 2014-02-28 2014-07-11
JOHNSON CONTROLS INC P 2013-11-21 2014-07-24
JOHNSON CONTROLS INC P 2013-07-18 2014-08-05
JOHNSON CONTROLS INC P 2013-07-18 2014-08-18
BIOGEN IDEC INC P 2012-10-05 2014-09-16
GOOGLE INC P 2014-07-22 2014-09-16
PIONEER NATURAL RESOURCES CO P 2013-11-14 2014-09-16
WORKDAY INC P 2014-02-11 2014-09-16
BROOKDALE SENIOR LIVING INC P 2014-04-02 2014-09-29
KOHL'S CORP P 2014-09-18 2014-09-29
SPLUNK INC P 2014-03-27 2014-09-29
WEATHERFORD INTERNATIONAL PLC P 2014-07-10 2014-10-08
MASCO CORP P 2012-01-26 2014-10-30
LAS VEGAS SANDS CORP P 2009-12-02 2014-11-12
GOOGLE INC P 2014-07-25 2014-12-09
ARTISAN SMALL CAP VALUE INVESTOR P 2003-11-13 2014-09-29
DODGE & COX STOCK P 2001-03-09 2014-09-29
PIMCO TOTAL RETURN INSTL P 2014-05-30 2014-09-29
PIMCO HIGH YIELD INSTL P 2003-04-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2013-10-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2012-03-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-08-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2004-09-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2004-07-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-08-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-02-27 2014-03-27
SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-08
SLM CORP P 2013-03-01 2014-01-23
GENERAL MOTORS CO P 2013-08-01 2014-02-06
BOEING CO P 2013-07-12 2014-03-18
CREE INC P 2013-03-13 2014-03-27
ST JUDE MEDICAL INC P 2014-01-13 2014-04-16
PHARMACYCLICS INC P 2013-05-14 2014-05-23
REGENERON PHARMACEUTICALS INC P 2014-02-10 2014-06-19
BRINKER INTERNATIONAL INC P 2014-02-28 2014-07-11
JOHNSON CONTROLS INC P 2013-11-21 2014-07-24
JOHNSON CONTROLS INC P 2013-07-18 2014-08-05
JOHNSON CONTROLS INC P 2013-07-18 2014-08-18
BOSTON SCIENTIFIC INC P 2014-03-05 2014-09-16
HALLIBURTON CO P 2014-06-05 2014-09-16
PPG INDUSTRIES INC P 2014-04-17 2014-09-16
BOSTON SCIENTIFIC INC P 2013-08-15 2014-09-17
CANADIAN PACIFIC RAILWAY LTD P 2012-12-19 2014-09-29
LAM RESEARCH CORP P 2014-04-03 2014-09-29
STARBUCKS CORP P 2009-05-28 2014-09-29
WEATHERFORD INTERNATIONAL PLC P 2014-07-10 2014-10-08
MASCO CORP P 2012-01-26 2014-10-30
ESTEE LAUDER COS INC P 2014-02-28 2014-11-14
LENDINGCLUB CORP P 2014-12-11 2014-12-12
ARTISAN SMALL CAP VALUE INVESTOR P 2013-11-21 2014-09-29
DODGE & COX INCOME P 2014-09-25 2014-09-29
PIMCO TOTAL RETURN INSTL P 2013-10-02 2014-09-29
PIMCO HIGH YIELD INSTL P 2012-12-27 2014-03-27
PIMCO HIGH YIELD INSTL P 2013-12-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-10-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2011-09-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2007-09-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-06-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2008-07-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-07-31 2014-03-27
SIRIUS XM HOLDINGS INC P 2012-10-10 2014-01-08
SLM CORP P 2013-03-01 2014-01-23
GENERAL MOTORS CO P 2013-07-24 2014-02-06
HERTZ GLOBAL HOLDINGS INC P 2012-10-08 2014-03-18
SAFEWAY INC P 2013-11-07 2014-03-27
GOOGLE INC P 2011-10-14 2014-04-17
PHARMACYCLICS INC P 2013-05-14 2014-05-23
REGENERON PHARMACEUTICALS INC P 2014-02-10 2014-06-19
BRINKER INTERNATIONAL INC P 2014-02-28 2014-07-11
JOHNSON CONTROLS INC P 2013-11-21 2014-07-24
JOHNSON CONTROLS INC P 2013-07-18 2014-08-05
JOHNSON CONTROLS INC P 2013-07-18 2014-08-18
BOSTON SCIENTIFIC INC P 2014-03-25 2014-09-16
HCA HOLDINGS INC P 2014-07-31 2014-09-16
ROYAL CARIBBEAN CRUISES LTD P 2014-07-24 2014-09-16
BOSTON SCIENTIFIC INC P 2013-08-01 2014-09-17
CONSTELLATION BRANDS INC P 2014-02-11 2014-09-29
LAS VEGAS SANDS CORP P 2009-12-02 2014-09-29
TABLEAU SOFTWARE INC P 2014-06-30 2014-09-29
AMERICAN EXPRESS CO P 2014-02-28 2014-10-16
MASCO CORP P 2012-01-11 2014-10-30
ESTEE LAUDER COS INC P 2009-05-13 2014-11-24
PIONEER NATURAL RESOURCES CO P 2012-09-13 2014-12-12
ARTISAN SMALL CAP VALUE INVESTOR P 2012-12-19 2014-09-29
DODGE & COX INCOME P 2014-06-25 2014-09-29
VANGUARD INTERNATIONAL GROWTH ADM P 2011-04-06 2014-09-29
PIMCO HIGH YIELD INSTL P 2012-09-28 2014-03-27
PIMCO HIGH YIELD INSTL P 2013-11-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-10-29 2014-03-27
PIMCO HIGH YIELD INSTL P 2010-02-26 2014-03-27
PIMCO HIGH YIELD INSTL P 2003-07-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-03-31 2014-03-27
PIMCO HIGH YIELD INSTL P 2005-12-30 2014-03-27
PIMCO HIGH YIELD INSTL P 2009-10-30 2014-03-27
(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 454   344 110
b 2,429   1,723 706
c 8,225   7,051 1,174
d 505   560 -55
e 1,694   909 785
4,353   4,217 136
17,721   9,662 8,059
1,167   1,144 23
494   488 6
31   59 -28
180   161 19
436   196 240
262   291 -29
1,839   1,903 -64
1,676   1,811 -135
1,717   1,921 -204
4,353   4,006 347
1,346   1,382 -36
2,243   1,862 381
959   1,033 -74
1,197   1,373 -176
10,769   9,875 894
713   173 540
2,463   2,046 417
4,496   4,028 468
7,374   7,151 223
51   42 9
977   944 33
1,124   1,121 3
1,414   1,318 96
1,656   1,663 -7
2,372   2,260 112
2,556   2,548 8
2,817   2,774 43
3,182   3,052 130
581   434 147
5,799   6,571 -772
1,634   1,470 164
2,711   2,765 -54
2,076   1,155 921
3,451   3,237 214
3,075   4,101 -1,026
1,158   1,231 -73
552   378 174
7,734   8,816 -1,082
5,428   4,869 559
539   245 294
2,474   1,335 1,139
2,521   2,830 -309
2,895   2,768 127
1,776   2,057 -281
6,196   5,611 585
2,518   928 1,590
1,851   1,223 628
1,020   1,007 13
2,979   1,231 1,748
401   229 172
1,663   375 1,288
140   45 95
7,399   6,321 1,078
11,737   11,263 474
3,221   2,010 1,211
987   970 17
1,129   1,097 32
1,419   1,379 40
1,707   1,592 115
2,394   2,399 -5
2,568   2,529 39
2,820   2,806 14
3,215   3,129 86
593   443 150
1,565   1,783 -218
1,872   1,680 192
288   216 72
2,149   1,155 994
4,931   4,814 117
2,626   3,588 -962
3,260   3,181 79
1,693   1,117 576
267   276 -9
6,045   5,516 529
1,763   773 990
2,054   507 1,547
657   724 -67
2,428   632 1,796
1,659   2,503 -844
3,103   1,110 1,993
3,202   1,223 1,979
3,714   3,774 -60
2,339   2,390 -51
4,648   2,277 2,371
598   338 260
6,924   7,686 -762
342   105 237
8,296   7,433 863
12,291   11,777 514
4,746   3,201 1,545
996   966 30
1,136   1,121 15
1,419   1,390 29
1,728   1,561 167
2,406   2,384 22
2,573   2,465 108
2,842   2,772 70
3,315   2,143 1,172
889   652 237
448   518 -70
8,280   7,350 930
1,073   871 202
2,265   1,264 1,001
4,024   3,623 401
171   170 1
329   326 3
3,423   2,251 1,172
1,465   1,452 13
16,621   14,355 2,266
4,419   1,904 2,515
568   484 84
4,044   2,649 1,395
5,390   1,474 3,916
3,742   3,766 -24
271   83 188
2,216   2,252 -36
3,892   3,889 3
1,375   1,241 134
205   148 57
4,433   2,464 1,969
13,976   13,483 493
790   241 549
9,978   8,391 1,587
16,512   15,773 739
6,064   3,906 2,158
1,007   981 26
1,138   1,126 12
1,421   1,376 45
1,760   1,660 100
2,423   2,405 18
2,639   2,648 -9
2,852   2,749 103
3,640   2,566 1,074
1,178   869 309
344   403 -59
2,633   1,555 1,078
25,298   18,184 7,114
2,270   1,217 1,053
5,664   4,937 727
5,339   4,821 518
331   326 5
859   837 22
1,744   1,725 19
1,069   982 87
8,250   3,626 4,624
2,613   2,177 436
1,486   1,397 89
3,344   2,794 550
997   1,040 -43
1,057   325 732
3,132   2,916 216
3,086   3,098 -12
2,329   2,387 -58
249   178 71
6,018   1,080 4,938
4,676   6,116 -1,440
2,359   707 1,652
15,790   16,853 -1,063
108,126   101,807 6,319
6,450   3,797 2,653
1,040   1,036 4
1,208   1,172 36
1,451   1,359 92
1,856   1,698 158
2,440   2,440  
2,643   2,597 46
2,854   2,699 155
2,369   1,710 659
199   98 101
2,908   1,723 1,185
5,934   3,219 2,715
2,477   1,375 1,102
4,585   5,056 -471
9,331   8,577 754
4,682   2,361 2,321
8,872   5,781 3,091
5,628   2,836 2,792
14,658   13,287 1,371
3,313   3,818 -505
6,165   3,042 3,123
3,518   1,307 2,211
2,404   2,130 274
2,303   2,350 -47
7,443   3,479 3,964
1,402   1,248 154
4,423   4,237 186
1,218   1,274 -56
292   208 84
5,735   7,641 -1,906
2,418   2,031 387
8,056   2,369 5,687
23,877   18,802 5,075
895   895  
7,848   4,873 2,975
1,046   1,037 9
1,224   1,150 74
1,459   1,405 54
1,926   1,744 182
2,442   2,452 -10
2,691   2,686 5
2,857   2,802 55
5,035   5,167 -132
2,980   1,370 1,610
2,982   1,765 1,217
194   105 89
2,485   1,342 1,143
87   71 16
11,683   14,365 -2,682
15   19 -4
3,136   992 2,144
468   483 -15
101   49 52
65   34 31
3,934   3,163 771
3,786   3,468 318
3,776   3,922 -146
2,020   2,056 -36
2,417   1,440 977
1,020   1,205 -185
2,100   1,926 174
2,088   2,081 7
6,001   3,893 2,108
400   552 -152
320   118 202
24,925   28,284 -3,359
34,229   27,152 7,077
1,086   1,090 -4
21,620   12,643 8,977
1,047   1,059 -12
1,274   1,223 51
1,473   1,441 32
2,044   1,815 229
2,451   2,355 96
2,694   1,897 797
2,857   2,320 537
275   287 -12
6,519   6,489 30
14,635   12,996 1,639
404   210 194
4,175   2,258 1,917
8,388   9,529 -1,141
8,886   1,645 7,241
132   96 36
3,283   1,062 2,221
814   819 -5
216   98 118
1,025   451 574
4,597   2,712 1,885
2,990   3,071 -81
3,860   3,889 -29
2,955   2,917 38
1,572   1,705 -133
6,437   1,269 5,168
3,976   3,869 107
1,472   1,709 -237
9,878   10,670 -792
348   482 -134
16,119   5,814 10,305
45,075   51,148 -6,073
36,647   30,815 5,832
1,110   1,108 2
150,000   88,115 61,885
1,051   1,047 4
1,278   1,240 38
1,476   1,398 78
2,098   2,063 35
2,451   2,401 50
2,719   2,372 347
2,862   2,785 77
3,810   3,797 13
493   407 86
2,911   1,680 1,231
14,880   7,826 7,054
14,474   12,045 2,429
121   155 -34
5,501   6,766 -1,265
191   134 57
3,447   3,459 -12
3,160   3,160  
332   147 185
1,266   549 717
2,373   1,440 933
3,766   3,779 -13
753   343 410
1,207   1,228 -21
2,620   2,763 -143
5,844   6,026 -182
3,961   3,962 -1
948   1,016 -68
3,519   3,292 227
37   69 -32
5,094   6,305 -1,211
211   177 34
79,757   63,268 16,489
1,115   1,117 -2
1   1  
1,052   1,051 1
1,285   1,219 66
1,484   1,347 137
2,150   2,089 61
2,474   1,789 685
2,738   2,707 31
2,889   2,862 27
3,893   3,835 58
767   631 136
12,344   7,138 5,206
5,160   4,094 1,066
1,276   1,228 48
4,890   3,744 1,146
3,453   4,229 -776
5,561   3,649 1,912
1,081   350 731
8,730   2,731 5,999
467   196 271
2,068   891 1,177
1,622   1,725 -103
2,832   2,772 60
3,487   3,317 170
4,304   4,400 -96
7,003   1,083 5,920
3,254   3,012 242
1,989   1,640 349
1,638   1,864 -226
691   414 277
37   69 -32
557   648 -91
765   621 144
60,000   49,421 10,579
1,148   1,158 -10
128   128  
1,061   1,042 19
1,299   1,248 51
1,501   1,366 135
2,179   2,172 7
2,481   2,433 48
2,749   2,096 653
2,937   2,829 108
7,131   6,983 148
5,506   4,414 1,092
125   101 24
6,120   5,623 497
14,518   13,752 766
7,670   5,394 2,276
439   504 -65
10,331   6,742 3,589
5,195   1,647 3,548
3,017   2,936 81
2,920   1,226 1,694
2,302   1,935 367
2,619   2,775 -156
1,609   1,835 -226
4,859   4,604 255
2,034   2,249 -215
6,594   3,047 3,547
2,855   2,620 235
1,124   1,277 -153
11,671   14,613 -2,942
1,897   1,172 725
2,930   3,842 -912
13,777   15,746 -1,969
1,352   1,443 -91
5,790   4,877 913
1,200   1,213 -13
279   256 23
1,064   1,016 48
1,311   1,281 30
1,549   1,482 67
2,290   2,217 73
2,496   2,486 10
2,750   2,304 446
3,019   2,955 64
594   429 165
4,090   1,484 2,606
2,447   1,719 728
3,130   2,016 1,114
153   162 -9
7,352   4,645 2,707
758   1,125 -367
11,545   7,545 4,000
4,330   5,213 -883
8,850   2,720 6,130
8,824   3,675 5,149
3,435   2,903 532
8,006   6,166 1,840
7,228   1,481 5,747
2,080   1,977 103
1,937   2,050 -113
2,054   2,221 -167
1,637   1,731 -94
1,170   1,366 -196
941   1,256 -315
1,122   211 911
230   63 167
3,174   2,456 718
1,606   1,560 46
8,281   6,406 1,875
1,278   1,280 -2
290   285 5
1,068   1,072 -4
1,355   1,290 65
1,568   1,448 120
2,304   2,228 76
2,507   1,939 568
2,759   2,754 5
3,020   2,075 945
603   438 165
9   20 -11
11,281   8,256 3,025
2,866   2,965 -99
1,450   1,406 44
14,643   9,261 5,382
4,942   5,602 -660
2,968   2,915 53
862   1,043 -181
1,105   1,174 -69
413   363 50
563   484 79
6,517   3,383 3,134
5,869   6,106 -237
4,158   4,237 -79
1,685   1,905 -220
645   720 -75
1,211   1,299 -88
1,099   1,490 -391
1,118   1,408 -290
682   414 268
1,460   379 1,081
1,572   1,800 -228
1,738   1,484 254
185,928   105,851 80,077
1,414   1,424 -10
421   402 19
1,074   1,064 10
1,389   1,328 61
1,635   1,507 128
2,314   2,314  
2,507   2,448 59
2,764   2,497 267
3,044   2,016 1,028
1,151   843 308
2,177   1,864 313
12,320   12,874 -554
9,939   8,625 1,314
6,995   6,834 161
4,884   5,226 -342
75   88 -13
1,185   1,219 -34
494   604 -110
520   562 -42
1,169   1,008 161
755   645 110
2,532   2,860 -328
4,044   3,906 138
4,002   3,978 24
1,088   998 90
2,028   1,010 1,018
2,244   1,767 477
2,985   1,157 1,828
1,029   1,304 -275
1,183   700 483
4,991   3,861 1,130
59   60 -1
4,412   4,709 -297
4,267   4,270 -3
156,754   156,209 545
768   762 6
1,082   1,070 12
1,391   1,301 90
1,651   1,463 188
2,343   2,334 9
2,524   2,342 182
2,796   2,532 264
3,138   2,583 555
1,185   861 324
2,751   2,315 436
5,386   5,694 -308
387   217 170
550   514 36
8,106   5,728 2,378
167   176 -9
6,274   5,615 659
356   439 -83
469   511 -42
2,176   1,855 321
2,003   1,693 310
2,096   2,306 -210
3,567   3,302 265
2,644   2,493 151
2,715   2,544 171
1,708   1,634 74
1,190   316 874
720   730 -10
10,047   10,979 -932
2,890   1,627 1,263
498   116 382
241   215 26
4,449   3,987 462
4,693   4,711 -18
60,000   53,854 6,146
878   860 18
1,087   1,075 12
1,395   1,349 46
1,653   1,509 144
2,365   2,232 133
2,536   1,712 824
2,806   2,803 3
3,145   2,786 359
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       110
b       706
c       1,174
d       -55
e       785
      136
      8,059
      23
      6
      -28
      19
      240
      -29
      -64
      -135
      -204
      347
      -36
      381
      -74
      -176
      894
      540
      417
      468
      223
      9
      33
      3
      96
      -7
      112
      8
      43
      130
      147
      -772
      164
      -54
      921
      214
      -1,026
      -73
      174
      -1,082
      559
      294
      1,139
      -309
      127
      -281
      585
      1,590
      628
      13
      1,748
      172
      1,288
      95
      1,078
      474
      1,211
      17
      32
      40
      115
      -5
      39
      14
      86
      150
      -218
      192
      72
      994
      117
      -962
      79
      576
      -9
      529
      990
      1,547
      -67
      1,796
      -844
      1,993
      1,979
      -60
      -51
      2,371
      260
      -762
      237
      863
      514
      1,545
      30
      15
      29
      167
      22
      108
      70
      1,172
      237
      -70
      930
      202
      1,001
      401
      1
      3
      1,172
      13
      2,266
      2,515
      84
      1,395
      3,916
      -24
      188
      -36
      3
      134
      57
      1,969
      493
      549
      1,587
      739
      2,158
      26
      12
      45
      100
      18
      -9
      103
      1,074
      309
      -59
      1,078
      7,114
      1,053
      727
      518
      5
      22
      19
      87
      4,624
      436
      89
      550
      -43
      732
      216
      -12
      -58
      71
      4,938
      -1,440
      1,652
      -1,063
      6,319
      2,653
      4
      36
      92
      158
       
      46
      155
      659
      101
      1,185
      2,715
      1,102
      -471
      754
      2,321
      3,091
      2,792
      1,371
      -505
      3,123
      2,211
      274
      -47
      3,964
      154
      186
      -56
      84
      -1,906
      387
      5,687
      5,075
       
      2,975
      9
      74
      54
      182
      -10
      5
      55
      -132
      1,610
      1,217
      89
      1,143
      16
      -2,682
      -4
      2,144
      -15
      52
      31
      771
      318
      -146
      -36
      977
      -185
      174
      7
      2,108
      -152
      202
      -3,359
      7,077
      -4
      8,977
      -12
      51
      32
      229
      96
      797
      537
      -12
      30
      1,639
      194
      1,917
      -1,141
      7,241
      36
      2,221
      -5
      118
      574
      1,885
      -81
      -29
      38
      -133
      5,168
      107
      -237
      -792
      -134
      10,305
      -6,073
      5,832
      2
      61,885
      4
      38
      78
      35
      50
      347
      77
      13
      86
      1,231
      7,054
      2,429
      -34
      -1,265
      57
      -12
       
      185
      717
      933
      -13
      410
      -21
      -143
      -182
      -1
      -68
      227
      -32
      -1,211
      34
      16,489
      -2
       
      1
      66
      137
      61
      685
      31
      27
      58
      136
      5,206
      1,066
      48
      1,146
      -776
      1,912
      731
      5,999
      271
      1,177
      -103
      60
      170
      -96
      5,920
      242
      349
      -226
      277
      -32
      -91
      144
      10,579
      -10
       
      19
      51
      135
      7
      48
      653
      108
      148
      1,092
      24
      497
      766
      2,276
      -65
      3,589
      3,548
      81
      1,694
      367
      -156
      -226
      255
      -215
      3,547
      235
      -153
      -2,942
      725
      -912
      -1,969
      -91
      913
      -13
      23
      48
      30
      67
      73
      10
      446
      64
      165
      2,606
      728
      1,114
      -9
      2,707
      -367
      4,000
      -883
      6,130
      5,149
      532
      1,840
      5,747
      103
      -113
      -167
      -94
      -196
      -315
      911
      167
      718
      46
      1,875
      -2
      5
      -4
      65
      120
      76
      568
      5
      945
      165
      -11
      3,025
      -99
      44
      5,382
      -660
      53
      -181
      -69
      50
      79
      3,134
      -237
      -79
      -220
      -75
      -88
      -391
      -290
      268
      1,081
      -228
      254
      80,077
      -10
      19
      10
      61
      128
       
      59
      267
      1,028
      308
      313
      -554
      1,314
      161
      -342
      -13
      -34
      -110
      -42
      161
      110
      -328
      138
      24
      90
      1,018
      477
      1,828
      -275
      483
      1,130
      -1
      -297
      -3
      545
      6
      12
      90
      188
      9
      182
      264
      555
      324
      436
      -308
      170
      36
      2,378
      -9
      659
      -83
      -42
      321
      310
      -210
      265
      151
      171
      74
      874
      -10
      -932
      1,263
      382
      26
      462
      -18
      6,146
      18
      12
      46
      144
      133
      824
      3
      359
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 2 594,820
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 . . . . . . . . . . . . . . . .
Bracket 3 531
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 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))
2013 958,350 12,279,400 0.078045
2012 867,850 11,456,773 0.075750
2011 1,443,420 12,625,701 0.114324
2010 1,203,800 12,433,357 0.096820
2009 1,142,598 10,866,202 0.105152
2 Total of line 1, column (d) ...................... 2 0.470091
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 0.094018
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 12,712,837
5 Multiply line 4 by line 3....................... 5 1,195,236
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,351
7 Add lines 5 and 6......................... 7 1,202,587
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,222,000
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 (2014)
Form 990-PF (2014)
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 7,351
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  
3 Add lines 1 and 2........................... 3 7,351
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,351
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 22,801
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 22,801
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
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 15,450
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet15,450 RefundedBullet 11  
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 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
    Yes
     
    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 instructions)
    bullet
    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
     
    No
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions) .............
    11
     
    No
    12
    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).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTP://WWW.SSLFOUNDATION.ORG/
    14
    The books are in care ofbulletDAMASCO & ASSOCIATES LLP Telephone no.bullet (650) 726-4100
    Located atbullet700 MONTE VISTA LANEHALF MOON BAYCA ZIP+4bullet94019
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (see 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 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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    RICHARD J GUGGENHIME PRESIDENT& T
    0.50
    0 0 0
    700 MONTE VISTA LANE
    HALF MOON BAY,CA94019
    CHARLES H CLIFFORD JR DIRECTOR
    0.50
    0 0 0
    700 MONTE VISTA LANE
    HALF MOON BAY,CA94019
    LISA G HAUSWIRTH SECRETARY
    0.50
    0 0 0
    700 MONTE VISTA LANE
    HALF MOON BAY,CA94019
    PATRICIA CAPBARAT DIRECTOR
    0.50
    0 0 0
    700 MONTE VISTA LANE
    HALF MOON BAY,CA94019
    ANDREW GUGGENHIME DIRECTOR
    0.50
    0 0 0
    700 MONTE VISTA LANE
    HALF MOON BAY,CA94019
    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...................bullet  
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 N/A  
    2  
    All other program-related investments. See 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.)
    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
    12,463,310
    b
    Average of monthly cash balances.......................
    1b
    443,124
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,906,434
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    12,906,434
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    193,597
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,712,837
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    635,642
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    635,642
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    7,351
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,351
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    628,291
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    628,291
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    628,291
    Part XII
    Qualifying Distributions (see 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
    1,222,000
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    1,222,000
    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 instructions).................
    5
    7,351
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,214,649
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 628,291
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 603,592
    b From 2010....... 594,374
    c From 2011....... 815,730
    d From 2012....... 303,479
    e From 2013....... 367,181
    fTotal of lines 3a through e......... 2,684,356
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,222,000
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 628,291
    e Remaining amount distributed out of corpus 593,709
    5 Excess distributions carryover applied to 2014.    
    (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 3,278,065
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    603,592
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    2,674,473
    10 Analysis of line 9:
    a Excess from 2010.... 594,374
    b Excess from 2011.... 815,730
    c Excess from 2012.... 303,479
    d Excess from 2013.... 367,181
    e Excess from 2014.... 593,709
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    RICHARD J GUGGENHIME PRESIDENT
    700 MONTE VISTA LANE
    HALF MOON BAY,CA94019
    (415) 217-4919
    bThe form in which applications should be submitted and information and materials they should include:
    PLEASE VISIT WWW.SSLFOUNDATION.ORG
    cAny submission deadlines:
    PLEASE VISIT WWW.SSLFOUNDATION.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PLEASE VISIT WWW.SSLFOUNDATION.ORG
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    AIM HIGH FOR HIGH SCHOOL
    2030 HARRISON STREET 3RD
    SAN FRANCISCO,CA94141
    NONE PUBLIC YOUTH 5,000
    ALIVE & FREE
    1060 TENNESSEE STREET
    SAN FRANCISCO,CA94107
    NONE PUBLIC YOUTH 15,000
    AMERICAN CONSERVATORY THEATER
    30 GRANT AVENUE 6TH FLOO
    SAN FRANCISCO,CA94108
    NONE PUBLIC ARTS 25,000
    AMERICAN JEWISH JOINT DIST COMMITTE
    711 THIRD AVENUE
    NEW YORK,NY100174014
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 10,000
    AT THE CROSSROADS
    333 VALENCIA STREET SUIT
    SAN FRANCISCO,CA94103
    NONE PUBLIC YOUTH 10,000
    BOYS AND GIRLS CLUB OF SAN FRANCISC
    380 FULTON STREET 4TH FL
    SAN FRANCISCO,CA94102
    NONE PUBLIC YOUTH 100,000
    BROWN UNIVERSITY
    BOX 1877
    PROVIDENCE,RI02912
    NONE PUBLIC EDUCATION 500
    BUTTERFLY FUND THE
    PO BOX 235
    EL VERANO,CA95433
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 10,000
    CAMP KESEM
    PO BOX 1113
    LAFAYETTE,CA94549
    NONE PUBLIC YOUTH 1,000
    CASTILLEJA SCHOOL
    1310 BRYANT STREET
    PALO ALTO,CA94301
    NONE PUBLIC EDUCATION 38,500
    CENTER FOR STRATEGIC & INTL STUDIE
    1616 RHODE ISLAND AVENUE
    WASHINGTON,DC20036
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    CHILDREN OF SHELTERS
    2269 CHESTNUT STREET BOX
    SAN FRANCISCO,CA94123
    NONE PUBLIC YOUTH 1,000
    CHILDREN'S DAY SCHOOL
    333 DOLORES STREET
    SAN FRANCISCO,CA94110
    NONE PUBLIC EDUCATION 10,000
    CHILDREN'S VISION FIRST INC
    1007 GENERAL KENNEDY AVE
    SAN FRANCISCO,CA94110
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    COMMUNITY BOARD PROGRAM INC
    601 VAN NESS AVENUE SUIT
    SAN FRANCISCO,CA94102
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 1,000
    COMPASS FAMILY SERVICES
    49 POWELL STREET 3RD FLO
    SAN FRANCISCO,CA94102
    NONE PUBLIC YOUTH 62,500
    DAS CHILD FOUNDATION
    PO BOX 7363
    MENLO PARK,CA940267363
    NONE PUBLIC EDUCATION 2,000
    DE LA SALLE HIGH SCHOOL
    1130 WINTON DRIVE
    CONCORD,CA94518
    NONE PUBLIC EDUCATION 7,500
    DE MARILLAC ACADEMY
    175 GOLDEN GATE AVENUE
    SAN FRANCISCO,CA94102
    NONE PUBLIC EDUCATION 10,000
    EPIPHANY CENTER
    100 MASONIC AVENUE
    SAN FRANCISCO,CA94118
    NONE PUBLIC YOUTH 5,000
    EQUAL ACCESS INTERNATIONAL
    1212 MARKET STREET SUITE
    SAN FRANCISCO,CA94102
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    FAMILY SUPPORT SERVICES OF SAN FRAN
    205 13TH STREET SUITE 31
    SAN FRANCISCO,CA94103
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    FOOD RUNNERS
    2579 WASHINGTON STREET
    SAN FRANCISCO,CA94115
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    FRESH LIFELINES FOR YOUTH
    568 VALLEY WAY
    MILPITAS,CA95035
    NONE PUBLIC YOUTH 20,000
    FRIENDS OF THE URBAN FOREST
    1007 GENERAL KENNEDY AVE
    SAN FRANCISCO,CA94129
    NONE PUBLIC YOUTH 5,000
    HABITAT FOR HUMANITY - GREATER SF
    500 WASHINGTON STREEET S
    SAN FRANCISCO,CA94111
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 7,500
    HUCKLEBERRY YOUTH PROGRAMS
    3310 GEARY BLVD
    SAN FRANCISCO,CA94118
    NONE PUBLIC YOUTH 10,000
    JAMESTOWN COMMUNITY CENTER
    3382 26TH STREET
    SAN FRANCISCO,CA94110
    NONE PUBLIC YOUTH 5,000
    JUMA VENTURES
    131 STEUART ST SUITE 20
    SAN FRANCISCO,CA94105
    NONE PUBLIC YOUTH 5,000
    KATHERINE DELMAR BURKE SCHOOL
    7070 CALIFORNIA STREET
    SAN FRANCISCO,CA94121
    NONE PUBLIC EDUCATION 4,000
    KELLOGG SCHOOL OF MANAGEMENT
    2001 SHERIDAN ROAD
    EVANSTON,IL602082001
    NONE PUBLIC EDUCATION 3,000
    KIDPOWER
    1706 CHURCH STREET 1115
    SAN FRANCISCO,CA94131
    NONE PUBLIC YOUTH 7,500
    KIPP BAY AREA SCHOOLS
    1404 FRANKLIN STREET SUI
    OAKLAND,CA94612
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 20,000
    LA CASA DE LAS MADRES
    1663 MISSION STREET 225
    SAN FRANCISCO,CA94103
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 20,000
    LARKIN STREET YOUTH SERVICES
    701 SUTTER STREET 2ND FL
    SAN FRANCISCO,CA94109
    NONE PUBLIC YOUTH 10,000
    LAS LOMITAS EDUCATION FOUNDATION
    PO BOX 7282
    MENLO PARK,CA94026
    NONE PUBLIC EDUCATION 15,000
    LEVEL PLAYING FIELD INSTITUTE
    2201 BROADWAY SUITE 101
    OAKLAND,CA94612
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    LINGSHU INSTITUTE
    2998 PACIFIC AVENUE
    SAN FRANCISCO,CA94115
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    MAGIC THEATRE
    2 MARINA BLVD BUILDING
    SAN FRANCISCO,CA94123
    NONE PUBLIC ARTS 10,000
    MEALS ON WHEELS OF SAN FRANCISCO I
    1375 FAIRFAX AVENUE
    SAN FRANCISCO,CA94124
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 10,000
    MERCY HOUSING CALIFORNIA
    1360 MISSION STREET SUIT
    SAN FRANCISCO,CA94103
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 10,000
    MERITUS COLLEGE FUND
    PO BOX 29024
    SAN FRANCISCO,CA94129
    NONE PUBLIC EDUCATION 3,000
    MEROLA OPERA PROGRAM
    301 VAN NESS AVENUE
    SAN FRANCISCO,CA94102
    NONE PUBLIC ARTS 10,000
    MISSION GRADUATES
    3040 16TH STREET
    SAN FRANCISCO,CA94103
    NONE PUBLIC YOUTH 10,000
    MY NEW RED SHOES
    333 TWIN DOLPHIN DRIVE S
    REDWOOD CITY,CA94065
    NONE PUBLIC YOUTH 5,000
    NAVY SEAL FOUNDATION
    1619 D STREET
    VIRGINIA BEACH,VA23459
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    NEW DOOR VENTURES
    3221 20TH STREET
    SAN FRANCISCO,CA94110
    NONE PUBLIC YOUTH 5,000
    OAKES CHILDREN'S CENTER INC
    1550 TREAT AVENUE
    SAN FRANCISCO,CA94110
    NONE PUBLIC YOUTH 5,000
    OASIS FOR GIRLS
    1091 MISSION STREET
    SAN FRANCISCO,CA94103
    NONE PUBLIC YOUTH 5,000
    OLD SKOOL CAFE
    1429 MENDELL STREET
    SAN FRANCISCO,CA94124
    NONE PUBLIC YOUTH 10,000
    OPERATION ACCESS
    1119 MARKET STREET SUITE
    SAN FRANCISCO,CA94103
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    RAVENSWOOD EDUCATION FOUNDATION
    PO BOX 396
    MENLO PARK,CA94026
    NONE PUBLIC EDUCATION 2,000
    READING PARTNERS
    180 GRAND AVENUE SUITE 8
    OAKLAND,CA94612
    NONE PUBLIC EDUCATION 5,000
    SALESIAN BOYS & GIRLS CLUB
    680 FILBERT SREET
    SAN FRANCISCO,CA94133
    NONE PUBLIC YOUTH 12,500
    SAN FRANCISCO CONSERVATORY OF MUSIC
    50 OAK STREET
    SAN FRANCISCO,CA94102
    NONE PUBLIC ARTS 25,000
    SAN FRANCISCO FREE CLINIC
    4900 CALIFORNIA STREET
    SAN FRANCISCO,CA94118
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    SAN FRANCISCO GENERAL HOSPITAL FOUN
    2789 25TH STREET SUITE 2
    SAN FRANCISCO,CA94110
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 162,000
    SAN FRANCISCO PARKS ALLIANCE
    1663 MISSION STREET 320
    SAN FRANCISCO,CA94103
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 1,500
    SAN FRANCISCO SHAKESPEARE FESTIVAL
    PO BOX 460937
    SAN FRANCISCO,CA94146
    NONE PUBLIC ARTS 5,000
    SAN FRANCISCO UNIVERSITY HIGH SCHOO
    3065 JACKSON STREET
    SAN FRANCISCO,CA94115
    NONE PUBLIC EDUCATION 500
    SAN FRANCISCO WOMEN'S CENTERS INC
    3543 18TH STREET 8
    SAN FRANCISCO,CA94110
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 10,000
    SCHOLARMATCH
    849 VALENCIA STREET
    SAN FRANCISCO,CA94111
    NONE PUBLIC YOUTH 10,000
    SCOTTSDALE CHARROSTHE CHARRO FOUND
    10533 E LAKEVIEW DRIVE
    SCOTTSDALE,AZ85258
    NONE PUBLIC YOUTH 3,500
    SFCASA
    2535 MISSION STREET
    SAN FRANCISCO,CA94110
    NONE PUBLIC YOUTH 10,000
    SING FOR AMERICA FOUNDATION
    463 BUENA VISTA EAST AVE
    SAN FRANCISCO,CA94117
    NONE PUBLIC ARTS 5,000
    SMART
    1663 MISSION STREET SUIT
    SAN FRANCISCO,CA94103
    NONE PUBLIC EDUCATION 11,000
    SOUTH OF MARKET HEALTH CENTER
    229 7TH STREET
    SAN FRANCISCO,CA94104
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 20,000
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVENUE
    SAN FRANCISCO,CA94102
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 15,000
    ST VINCENT DE PAUL SOCIETY OF SF
    1237 VAN NESS AVENUE SUI
    SAN FRANCISCO,CA94109
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 10,000
    STANFORD UNIVERSITY-GRADUATE BUS S
    518 MEMORIAL WAY RM S235
    STANFORD,CA94305
    NONE PUBLIC EDUCATION 500
    STAR ACADEMY
    4470 REDWOOD HIGHWAY
    SAN RAFAEL,CA94903
    NONE PUBLIC EDUCATION 10,000
    STERN GROVE FESTIVAL ASSOCIATION
    832 FOLSOM STREET SUITE
    SAN FRANCISCO,CA94107
    NONE PUBLIC ARTS 5,000
    STUDENTS RISING ABOVE
    PO BOX 29174
    SAN FRANCISCO,CA94129
    NONE PUBLIC YOUTH 10,000
    SUGAR BOWL SKI TEAM FOUNDATION
    PO BOX 68
    NORDEN,CA95724
    NONE PUBLIC YOUTH 1,000
    SUMMER SEARCH SAN FRANCISCO
    500 SANSOME STREET SUITE
    SAN FRANCISCO,CA94111
    NONE PUBLIC EDUCATION 5,500
    SUMMERBRIDGE SF UNIVERSITY HIGH SCH
    3065 JACKSON STREET
    SAN FRANCISCO,CA94115
    NONE PUBLIC EDUCATION 500
    SUNNY HILLS SERVICES
    300 SUNNY HILLS DRIVE
    SAN ANSELMO,CA94960
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 2,500
    SWORDS TO PLOWSHARES
    1060 HOWARD STREET
    SAN FRANCISCO,CA94103
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 10,000
    TENDERLOIN NEIGHBORHOOD DEVELOPMENT
    215 TAYLOR STREET
    SAN FRANCISCO,CA94102
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 12,500
    THE ARC OF SAN FRANCISCO
    1500 HOWARD STREET
    SAN FRANCISCO,CA94103
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 10,000
    THE BASIC FUND
    268 BUSH STREET NO 2717
    SAN FRANCISCO,CA94104
    NONE PUBLIC EDUCATION 50,000
    THE GUARDSMEN
    1016 LINCOLN BLVD SUITE
    SAN FRANCISCO,CA94129
    NONE PUBLIC YOUTH 7,500
    THE IMAGINE BUS PROJECT
    342 9TH STREET SUITE 201
    SAN FRANCISCO,CA94103
    NONE PUBLIC YOUTH 10,500
    THE INSIDE CIRCLE FOUNDATION
    PO BOX 150194
    SAN RAFAEL,CA94915
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 500
    THE MARIPOSA DR FOUNDATION
    421 NORTH AURORA STREET
    ITHACA,NY14850
    NONE PUBLIC YOUTH 5,000
    THE PERLMAN MUSIC PROGRAM
    19 WEST 69TH STREET STE
    NEW YORK,NY10023
    NONE PUBLIC ARTS 7,500
    THE READING TREE
    455 FREDERICK STREET
    SAN FRANCISCO,CA94117
    NONE PUBLIC EDUCATION 500
    THE WILLIE BROWN INSTITUTE
    560 MISSION STREET SUITE
    SAN FRANCISCO,CA94105
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 5,000
    TIPPING POINT COMMUNITY
    220 MONTGOMERY STREET ST
    SAN FRANCISCO,CA94104
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 1,000
    TOWN SCHOOL FOR BOYS
    2750 JACKSON STREET
    SAN FRANCISCO,CA94115
    NONE PUBLIC EDUCATION 29,000
    UCSF DIVISION OF CARDIOLOGY
    555 MISSION BAY BLVD SO
    SAN FRANCISCO,CA94143
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 50,000
    WENDER WEIS FOUNDATION FOR CHILDREN
    555 BRYANT STREET SUITE
    PALO ALTO,CA94301
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 1,000
    WORLD AFFAIRS COUNCIL OF NORTHERN C
    312 SUTTER STREET SUITE
    SAN FRANCISCO,CA94108
    NONE PUBLIC COMMUNITY & SOCIAL SERVICES 50,000
    YOUTH CHANCE HIGH SCHOOL
    169 STEUART STREET
    SAN FRANCISCO,CA94105
    NONE PUBLIC EDUCATION 50,000
    Total .................................bullet 3a 1,222,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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
    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 ............
             
    4 Dividends and interest from securities....     14 212,587  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     14 3,218  
    8
    Gain or (loss) from sales of assets other than inventory .............
        14 594,820  
    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)..   810,625  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13810,625
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE STANLEY S LANGENDORF
    FOUNDATION
    EIN: 94-2861512
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY INVESTMENT 8,958,813 11,627,722

    TY 2014 OtherAssetsSchedule
    Name:
    THE STANLEY S LANGENDORF
    FOUNDATION
    EIN: 94-2861512
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PENDING TRADES RECEIVABLE 5,586    


    TY 2014 OtherExpensesSchedule
    Name:
    THE STANLEY S LANGENDORF
    FOUNDATION
    EIN: 94-2861512
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES (SCHWAB) 9,468 9,468    
    DUES AND SUBSCRIPTIONS 1,620      
    LIABILITY INSURANCE 2,250      
    OFFICE SUPPLIES 916      
    POSTAGE AND DELIVERY 517      
    TRAVEL 4      


    TY 2014 OtherIncomeSchedule2
    Name:
    THE STANLEY S LANGENDORF
    FOUNDATION
    EIN: 94-2861512
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION SETTLEMENTS 3,218 3,218  


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE STANLEY S LANGENDORF
    FOUNDATION
    EIN: 94-2861512
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE SERVICES 60,000      
    INVESTMENT MANAGER 28,878 28,878    


    TY 2014 TaxesSchedule
    Name:
    THE STANLEY S LANGENDORF
    FOUNDATION
    EIN: 94-2861512
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FRANCHISE TAX 20      
    EXCISE TAX 37,152 37,152    
    FOREIGN TAX ON INVESTMENT INCOME 56 56