Form990-PF
Click to see attachment

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
Fremont Bank Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)39150 Fremont Boulevard   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Fremont, CA94538
A Employer identification number

94-3170075
B Telephone number (see instructions)

(510) 505-5230
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$9,639,810J 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).............. 1,465,451
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 24,098 24,098  
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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).......      
12 Total. Add lines 1 through 11........ 1,489,549 24,098  
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)....... Click to see attachment 11,200     11,200
c Other professional fees (attach schedule).... Click to see attachment 3,363     3,363
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 5,127     5,127
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,690 0   19,690
25 Contributions, gifts, grants paid........ 2,480,275 2,530,275
26 Total expenses and disbursements. Add lines 24 and 25 2,499,965 0   2,549,965
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,010,416
b Net investment income (if negative, enter -0-) 24,098
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...............   573,779 573,779
2 Savings and temporary cash investments.......... 10,500,702 8,917,946 8,917,946
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 199,524 148,085 148,085
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)........      
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,700,226 9,639,810 9,639,810
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................. 150,000 100,000
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).......... 150,000 100,000
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 10,550,226 9,539,810
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)...... 10,550,226 9,539,810
31 Total liabilities and net assets/fund balances (see instructions).. 10,700,226 9,639,810
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 10,550,226
2 Enter amount from Part I, line 27a..................... 2 -1,010,416
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 9,539,810
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 9,539,810
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.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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  
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 1,170,360 9,784,129 0.11962
2012 633,577 6,130,627 0.10335
2011 349,187 3,959,238 0.08820
2010 577,547 3,019,617 0.19127
2009 604,623 3,206,154 0.18858
2 Total of line 1, column (d) ...................... 2 0.69101
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 0.13820
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 9,806,779
5 Multiply line 4 by line 3....................... 5 1,355,307
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 241
7 Add lines 5 and 6......................... 7 1,355,548
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,549,965
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 1 241
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........................... 3 241
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- ..... 5 241
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,549
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 1,549
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 1,308
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,308 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
 
No
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)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletN/A
    14
    The books are in care ofbulletBrian Hughes Telephone no.bullet (510) 755-5230
    Located atbullet39150 Fremont BoulevardFremontCA ZIP+4bullet94538
    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
     
    No
    .........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
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    Hattie Hyman Hughes President
    8.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Howard Hyman Vice President
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Bradford Anderson CFO
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Chris Chenoweth Secretary
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Alan Hyman Director
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Michael Wallace Director
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Sharon Belshaw-Jones Director
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Brian Hughes Director
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    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  
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    9,956,121
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,956,121
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    9,956,121
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    149,342
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,806,779
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    490,339
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    490,339
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    241
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    241
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    490,098
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    490,098
    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
    490,098
    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
    2,549,965
    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
    2,549,965
    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
    241
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,549,724
    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 7 490,098
    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....... 445,162
    b From 2010....... 427,039
    c From 2011....... 151,503
    d From 2012....... 327,406
    e From 2013....... 680,617
    fTotal of lines 3a through e......... 2,031,727
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,549,965
    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).........     		0
    d Applied to 2014 distributable amount..... 490,098
    e Remaining amount distributed out of corpus 2,059,867
    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 4,091,594
    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) ...     		445,162
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		3,646,432
    10 Analysis of line 9:
    a Excess from 2010.... 427,039
    b Excess from 2011.... 151,503
    c Excess from 2012.... 327,406
    d Excess from 2013.... 680,617
    e Excess from 2014.... 2,059,867
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    Alameda County Library Foundation
    2450 Stevenson Blvd
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    Axis Community Health
    4361 Railroad Ave
    Pleasanton,CA94566     		N/A PC New Community Health Center 50,000
    SF Bay Area Council BSA
    1001 Davis Street
    San Leandro,CA94577     		N/A PC Character Education Programs in Scouting 1,000
    Centerville Free Dining Room
    4360 Central Avenue
    Fremont,CA94536     		N/A PC Holiday Food Program 5,000
    Centro de Servicios
    525 H Street
    Union City,CA94587     		N/A PC Holiday Food Program 5,000
    Davis Street Family Resource Center
    3081 Teagarden Street
    San Leandro,CA94577     		N/A PC In Memory of Bill McCammon 1,000
    Diablo Ballet
    PO Box 4700
    Walnut Creek,CA94596     		N/A PC PEEK Program 5,000
    Food Bank for Monterey County
    815 West Market Street 5
    Salinas,CA93901     		N/A PC Holiday Food Program 5,000
    Fremont Symphony Orchestra
    39510 Paseo Padre Pkwy 260
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    George Mark Children's Fund
    2121 George Mark Ln
    San Leandro,CA94578     		N/A PC Ice Cuber with Bin Purchase 2,050
    HERS Breast Cancer Foundation
    2500 Mowry Ave Ste 130
    Fremont,CA94538     		N/A PC Breast Cancer Care Programs 15,000
    Holy Names University
    3500 Mountain Blvd
    Oakland,CA94619     		N/A PC Fremont Bank 50th Anniversary 10,000
    Irvington High School Grad Night
    41800 Blacow Road
    Fremont,CA94538     		N/A PC Safe & Sober Grad Nite Celebration 500
    Kidango Inc
    44000 Old Warm Springs Blvd
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    LIFE ElderCare
    3300 Capitol Avenue
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    NCGA Foundation
    3200 Lopez Road
    Pebble Beach,CA93953     		N/A PC Youth on Course Program 2,500
    Niles Rotary Foundation
    PO Box 7104
    Fremont,CA94536     		N/A PC Chili Cook-off 5,000
    Olive Hyde Art Guild
    PO Box 3073
    Fremont,CA94539     		N/A PC Holiday for the Arts Show & Sale 2,000
    OneChild
    1900 Mowry Ave Suite 103
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    Project Second Chance Inc
    1750 Oak Park Boulevard
    Pleasant Hill,CA94523     		N/A PC Fremont Bank 50th Anniversary 10,000
    Safe Alternatives to Violent Enviro
    1900 Mowry Avenue Suite 204
    Fremont,CA94538     		N/A PC Volunteer Appreciation Dinner 800
    Spectrum Community Services Inc
    2621 Barrington Court
    Hayward,CA94545     		N/A PC Josephine Lum Lodge Kitchen Renovation 100,000
    StarStruck Productions
    43575 Mission Blvd 616
    Fremont,CA94539     		N/A PC Theater for the Schools Program 10,000
    The Taylor Family Foundation
    5555 Arroyo Road
    Livermore,CA94550     		N/A PC Fremont Bank 50th Anniversary 10,000
    Afghan Elderly Association
    PO Box 2346
    Union City,CA94587     		N/A PC 2014 Roz-e-Madar 700
    Alameda County Library Fnd
    2450 Stevenson Blvd
    Fremont,CA94538     		N/A PC San Lorenzo Library 15,000
    Dominican Sisters of Mission San Jo
    43326 Mission Blvd
    Fremont,CA94539     		N/A PC ASEB Memory Care Program 250,000
    Fremont Education Foundation
    39120 Argonaut Way 38
    Fremont,CA94538     		N/A PC After-School Programs 5,000
    Fremont Unified School District
    4210 Technology Drive
    Fremont,CA94539     		N/A PC Professional Development Center 77,000
    Mission Valley ROP
    5019 Stevenson Blvd
    Fremont,CA94538     		N/A PC Project Lead the Way 20,000
    Music for Minors II
    37141 Second Street
    Fremont,CA94536     		N/A PC Red Grammer in Concert 2,500
    New Haven Unified School Dist
    34200 Alvarado Niles Road
    Union City,CA94587     		N/A PC Fremont Bank 50th Anniversary 10,000
    Newark Unified School District
    5715 Musick Avenue
    Newark,CA94560     		N/A PC Naviance Year 2 15,125
    Niles Discovery Church
    PO Box 2265
    Fremont,CA94536     		N/A PC A/V Equipment for new church 45,000
    Ohlone College Foundation
    43600 Mission Blvd
    Fremont,CA94539     		N/A PC Fremont Bank 50th Anniversary 10,000
    Regional Parks Foundation
    2950 Peralta Oaks Court
    Oakland,CA94605     		N/A PC Fremont Bank 50th Anniversary 10,000
    St Joseph School
    43222 Mission Blvd
    Fremont,CA94539     		N/A PC A/C Installation in Classrooms 25,000
    Tri-City Volunteers
    37350 Joseph Street
    Fremont,CA94536     		N/A PC Holiday Food Program 5,000
    Tri-Valley Animal Rescue
    PO Box 11143
    Pleasanton,CA94588     		N/A PC Fremont Bank 50th Anniversary 10,000
    ValleyCare Charitable Foundation
    1111 East Stanley Blvd
    Livermore,CA94550     		N/A PC Fremont Bank 50th Anniversary 10,000
    Viola Blythe Community Service Cent
    37365 Ash Street
    Newark,CA94560     		N/A PC Holiday Food Program 5,000
    Wardrobe for Opportunity
    570 14th Street Suite 5
    Oakland,CA94612     		N/A PC Women Shoes & Plus-size Clothing 5,000
    Washington Hospital Healthcare Fdn
    2500 Mowry Ave
    Fremont,CA94538     		N/A PC Morris Hyman Critical Care Pavillion 250,000
    Always Dream Foundation
    125 Railroad Avenue Suite 203
    Danville,CA94526     		N/A PC Fremont Bank 50th Anniversary 10,000
    Fremont Candle Lighters
    PO Box 174
    Fremont,CA94537     		N/A PC Fremont Bank 50th Anniversary 10,000
    City of Fremont
    3300 Capitol Avenue
    Fremont,CA94538     		N/A PC "Shop with a Cop" 2,500
    Lasallian Educational Opportunities
    710 40th Street
    Oakland,CA94609     		N/A PC Celestial Gala 2,500
    Open Heart Kitchen
    1141 Catalina Drive 137
    Livermore,CA94550     		N/A PC Fremont Bank 50th Anniversary 10,000
    Our Lady of the Rosary Church
    703 C Street
    Union City,CA94587     		N/A PC Holiday Food Program 5,000
    Raphael House
    1065 Sutter Street
    San Francisco,CA94109     		N/A PC Teen Weekend Tutoring Program (Laptops) 5,000
    Tiburcio Vasquez Health Center
    22331 Mission Blvd
    Hayward,CA94541     		N/A PC Ashland Health Center 100,000
    Tri-Valley Haven
    3663 Pacific Avenue
    Livermore,CA94550     		N/A PC Holiday Food Program 5,000
    City of Fremont
    3300 Capitol Avenue
    Fremont,CA94538     		N/A PC TCEC Senior's Night Out 2,500
    Regional Parks Foundation
    2950 Peralta Oaks Court
    Oakland,CA94605     		N/A PC Lake Chabot Trees Purchase 5,000
    Cal State East Bay Educational Fdn
    25800 Carlos Bee Blvd
    Hayward,CA94542     		N/A PC 2014 Education Summit 5,000
    Fremont Candle Lighters
    PO Box 174
    Fremont,CA94537     		N/A PC Ghost House 550
    Loaves Fishes of Contra Costa
    1985 Bonifacio Street Suite 100
    Concord,CA94520     		N/A PC Holiday Food Program 5,000
    Martha's Kitchen
    311 Willow Street
    San Jose,CA95110     		N/A PC Holiday Food Program 5,000
    Music for Minors II
    37141 Second Street
    Fremont,CA94536     		N/A PC Charlotte Diamond in Concert 3,000
    SF Bay Area Council BSA
    1001 Davis Street
    San Leandro,CA94577     		N/A PC Fremont Bank 50th Anniversary 10,000
    The Arc of Alameda County
    14700 Doolittle Drive
    San Leandro,CA94577     		N/A PC Fremont Bank 50th Anniversary 10,000
    Centerville Presbyterian Church
    4360 Central Avenue
    Fremont,CA94536     		N/A PC Fremont Bank 50th Anniversary 10,000
    Children's Skin Disease Foundation
    1600 S Main St Suite 192B
    Walnut Creek,CA94596     		N/A PC Fremont Bank 50th Anniversary 10,000
    Davis Street Family Resource Center
    3081 Teagarden Street
    San Leandro,CA94577     		N/A PC Holiday Food Program 5,000
    Fremont Symphony Orchestra
    PO Box 104
    Fremont,CA94537     		N/A PC 51st Season 15,000
    International Orphan Relief Foundat
    2420 Sand Creek Rd C-195
    Brentwood,CA94513     		N/A PC Holiday Food Program 5,000
    Maiden Voyage Productions
    2314 Higgins Canyon Road
    Half Moon Bay,CA94019     		N/A PC Video Production 3,800
    Music at the Mission
    43575 Mission Blvd 523
    Fremont,CA94539     		N/A PC 2013-2014 Concert Season 3,000
    New Haven Schools Foundation
    33377 Western Avenue
    Union City,CA94587     		N/A PC Scholarships for students w/ financial needs 1,000
    Next Step Learning Center
    2222 Curtis Street
    Oakland,CA94607     		N/A PC Education Programs for Low-Income Youths 10,000
    Project Second Chance
    1750 Oak Park Blvd
    Pleasant Hill,CA94523     		N/A PC Low-income adult literacy program 3,000
    Eden IR
    570 B Street
    Hayward,CA94541     		N/A PC Fremont Bank 50th Anniversary 10,000
    Moreau Catholic High School
    27170 Mission Boulevard
    Hayward,CA94544     		N/A PC Athletics & Student Activities Complex 100,000
    Neighborhood Housing Srvc Silicon V
    31 North Second St 300
    San Jose,CA95113     		N/A PC Fremont Bank 50th Anniversary 10,000
    SF Bay Area Council BSA
    1001 Davis Street
    San Leandro,CA94577     		N/A PC Character Education Programs in Scouting 20,000
    Society of St Vincent de Paul - CCC
    2210 Gladstone Drive
    Pittsburg,CA94565     		N/A PC Holiday Food Program 5,000
    St Rose Hospital Foundation
    27200 Calaroga Ave
    Hayward,CA94545     		N/A PC Relocation and Renovation of the Pharmacy 125,000
    Tri-CED
    33377 Western Avenue
    Union City,CA94587     		N/A PC Fremont Bank 50th Anniversary 10,000
    Abode Services
    40849 Fremont Blvd
    Fremont,CA94538     		N/A PC Volunteer Appreciation Reception 2,500
    Abode Services
    40849 Fremont Blvd
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    Carmel Mission Foundation
    PO Box 221351
    Carmel,CA93922     		N/A PC Fremont Bank 50th Anniversary 10,000
    Fremont Rodent Society
    1800 Enterprise
    Newark,CA94560     		N/A PC Taylor Family Foundation 5,000
    Friends of Camp Concord
    224 Chatham Terrace
    Danville,CA94506     		N/A PC Tournament Benefit for Camp Concord 5,000
    Holy Spirit Catholic Church
    37588 Fremont Blvd
    Fremont,CA94536     		N/A PC Fremont Bank 50th Anniversary 10,000
    Kiwanis Club of Fremont Foundation
    PO Box 2068
    Fremont,CA94538     		N/A PC Ducks for Bucks Benefit Race 2,500
    Tri-City Free Breakfast Program
    4181 Irvington Avenue
    Fremont,CA94538     		N/A PC Holiday Food Program 5,000
    Tri-City Volunteers
    37350 Joseph Street
    Fremont,CA94536     		N/A PC Fremont Bank 50th Anniversary 10,000
    Abode Services
    40849 Fremont Blvd
    Fremont,CA94538     		N/A PC Bedroom Furniture Purchase for Shelter 45,000
    Beyond The Locker
    231 Market Place Suite 171
    San Ramon,CA94583     		N/A PC Fremont Bank 50th Anniversary 10,000
    Cal State East Bay Educational Fdn
    25800 Carlos Bee Blvd
    Hayward,CA94542     		N/A PC 2015 Education Summit 8,500
    Castro Valley Outreach
    4431 James Avenue
    Castro Valley,CA94546     		N/A PC Holiday Food Program 5,000
    Friends of Alameda County CASA
    1000 San Leandro Blvd Ste 300
    San Leandro,CA94577     		N/A PC "I am for the Child" Breakfast 5,000
    HERS Breast Cancer Foundation
    2500 Mowry Ave Suite 130
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    Newark Symphonic Winds
    36218 Bettencourt St
    Newark,CA94560     		N/A PC 2014-2015 Season Sponsorship 3,000
    Abode Services
    40849 Fremont Blvd
    Fremont,CA94538     		N/A PC Journey Home Breakfast 10,000
    Always Dream Foundation
    125 Railroad Avenue Suite 203
    Danville,CA94526     		N/A PC Always Reading Program 20,000
    Boldly Me
    39120 Argonaut Way 545
    Fremont,CA94536     		N/A PC Supplies for Educational Programs 2,500
    Crisis Support Services
    PO Box 3120
    Oakland,CA94609     		N/A PC Website Redesign 8,000
    Peninsula Family Connections
    PO Box 358
    San Carlos,CA94070     		N/A PC Preschool Program 1,500
    Our Lady of the Rosary School
    678 B Street
    Union City,CA94587     		N/A PC Fremont Bank 50th Anniversary 10,000
    South Hayward Parish
    27287 Patrick Avenue
    Hayward,CA94544     		N/A PC Holiday Food Program 5,000
    American Heart Association
    816 South Figueroa Street
    Los Angeles,CA90017     		N/A PC Heart Research and Education 10,000
    Bay Area Women Against Rape
    470 27th St
    Oakland,CA94612     		N/A PC Furniture Purchase - Fremont Office 5,000
    Cancer Prevention Institute of Cal
    2201 Walnut Ave Suite 300
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 50,000
    Canine Companions for Independence
    2965 Dutton Ave
    Santa Rosa,CA95407     		N/A PC Assistance Dogs to Wounded Veterans 500
    Spectrum Community Services Inc
    2621 Barrington Court
    Hayward,CA94545     		N/A PC Fremont Bank 50th Anniversary 10,000
    Spectrum Community Services Inc
    2621 Barrington Court
    Hayward,CA94545     		N/A PC Nutrition services for low-income seniors 20,000
    Spectrum Community Services Inc
    2621 Barrington Court
    Hayward,CA94545     		N/A PC Josephine Lum Lodge Kitchen Renovation 75,000
    Carmel Padre Parents Club
    PO Box 222780
    Carmel,CA93922     		N/A PC 2014 Sober Grad 250
    Castro Valley Unified School Distri
    4400 Alma Avenue
    Castro Valley,CA94546     		N/A PC Fremont Bank 50th Anniversary 10,000
    Centerville Presbyterian Church
    4360 Central Avenue
    Fremont,CA94538     		N/A PC A/C System Installation in Dining Room 10,000
    Chamber Music Monterey Bay
    PO Bo 221458
    Carmel,CA93922     		N/A PC 2014-2015 Concert Series 1,000
    Child Abuse Prevention Council of C
    2120 Diamond Blvd Suite 120
    Concord,CA94520     		N/A PC Soul on the Green 1,000
    Celebration Christian Schools
    624 Anderson Ave
    Brentwood,CA94513     		N/A PC Fremont Bank 50th Anniversary 10,000
    Dominican Sisters of Mission San Jo
    43326 Mission Blvd
    Fremont,CA94539     		N/A PC Fremont Bank 50th Anniversary 10,000
    East Bay Innovations Inc
    2450 Washington Ave Ste 240
    San Leandro,CA94577     		N/A PC Fremont Bank 50th Anniversary 2,500
    Eden I R Inc
    570 B Street
    Hayward,CA94541     		N/A PC 2-1-1 Alameda Co. Communication System 10,000
    Eden Youth and Family Center
    680 W Tennyson Rd Hayward CA 94544
    Hayward,CA94544     		N/A PC Fremont Bank 50th Anniversary 10,000
    Family Emergency Shelter Coalition
    21455 Brich St 5
    Hayward,CA94541     		N/A PC Playground Equipment 5,000
    Fremont Unified School District
    4210 Technology Drive
    Fremont,CA94539     		N/A PC Fremont Bank 50th Anniversary 10,000
    Kiss the Toad Creations
    300 Alviso Way
    Danville,CA94526     		N/A PC Capes 4 Heroes 250
    LEO Center Inc
    PO Box 3238
    Oakland,CA94609     		N/A PC In Memory of Albert Jones 5,000
    LEO Center Inc
    PO Box 3238
    Oakland,CA94609     		N/A PC Celestial Gala 2,500
    Mercy Retirement Care Center
    3431 Foothill Blvd
    Oakland,CA94601     		N/A PC Charitable Care Fund 5,000
    Moreau Catholic High School
    27170 Mission Boulevard
    Hayward,CA94544     		N/A PC Fremont Bank 50th Anniversary 10,000
    Moreau Catholic High School
    27170 Mission Boulevard
    Hayward,CA94544     		N/A PC Athletics and Student Activities Complex 100,000
    Newark Unified School District
    5715 Musick Avenue
    Newark,CA94560     		N/A PC Fremont Bank 50th Anniversary 10,000
    Next Step Learning Center
    2222 Curtis Street
    Oakland,CA94607     		N/A PC Education Programs for Low-Income Youths 10,000
    Northwestern Polytechnic University
    47671 Westinghouse Dr
    Fremont,CA94539     		N/A PC Fremont Bank 50th Anniversary 10,000
    Ohlone Humane Society
    PMB 108 39120 Argonaut Way
    Fremont,CA94538     		N/A PC Animal Special Assistance Program 5,000
    Open Heart Kitchen
    1141 Catalina Drive 137
    Livermore,CA94550     		N/A PC Washer/Dyer Purchase 1,600
    Open Heart Kitchen
    1141 Catalina Drive 137
    Livermore,CA94550     		N/A PC Holiday Food Program 5,000
    Our Lady Guadalupe School
    40374 Fremont Blvd
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    Philippine Medical Society of N Cal
    1341 Gilbert Avenue
    Fremont,CA94536     		N/A PC Community Outreach Program 2,000
    Pleasanton Schools Educational Enri
    PO Box 785
    Pleasanton,CA94566     		N/A PC Benefit for Band & Strings Program 10,000
    Quilts for Kids
    494 Lincoln Highway
    Fairless Hills,PA19030     		N/A PC Quilt-Making Supplies Purchase-SVQFK 1,000
    Quilts for Kids
    494 Lincoln Highway
    Fairless Hills,PA19030     		N/A PC Quilt-making Supplies Purchases - SVQFK 1,500
    Ruby's Place Emergency Shelter Prog
    1180 B Street
    Hayward,CA94541     		N/A PC Children's Program Play Area 2,650
    Russian American Community Services
    300 Anza St
    San Francisco,CA94118     		N/A PC Holiday Food Program 5,000
    Safe Alternatives to Violent Enviro
    1900 Mowry Avenue Suite 204
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    Safe Alternatives to Violent Enviro
    1900 Mowry Avenue Suite 201
    Fremont,CA94538     		N/A PC Eye Opener 7,500
    Safe Alternatives to Violent Enviro
    1900 Mowry Ave Ste 204
    Fremont,CA94538     		N/A PC Empowerment Center 25,000
    San Jose Repertory Theatre
    101 Paseo de San Antonio
    San Jose,CA95113     		N/A PC San Jose Rep on Tour 5,000
    Silicon Valley Education Foundation
    1400 Parkmoor Avenue Suite 200
    San Jose,CA95126     		N/A PC A-G Education Fund 50,000
    SJW Healing Therapies Foundation
    1807 Santa Rita Road D-182
    Pleasanton,CA94566     		N/A PC Fremont Bank 50th Anniversary 10,000
    South Bay Chinese Service Club
    3518 Willow Wren Place
    Fremont,CA94555     		N/A PC Fremont Bank 50th Anniversary 10,000
    St James the Apostle Catholic Churc
    34700 Fremont Blvd
    Fremont,CA94555     		N/A PC Fremont Bank 50th Anniversary 10,000
    St Rose Hospital Foundation
    27200 Calaroga Ave
    Hayward,CA94545     		N/A PC Fremont Bank 50th Anniversary 10,000
    St Vincent de Paul of Alameda Co
    9235 San Leandro Street
    Oakland,CA94603     		N/A PC Holiday Food Program 5,000
    Stanford University
    326 Galvez Street
    Stanford,CA94305     		N/A PC Mary Lake Polan Professorship Fund 30,000
    StarStruck Productions
    43575 Mission Blvd 616
    Fremont,CA94539     		N/A PC Theatre for the Schools Program 5,000
    Stroke Shield Foundation
    300 Montgomery St Suite 1050
    San Francisco,CA94104     		N/A PC Fremont Bank 50th Anniversary 10,000
    Ohlone Humane Society
    PMB 108 39120 Argonaut Way
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    Tiburcio Vasquez Health Center
    33255 Ninth St
    Union City,CA94587     		N/A PC Fremont Bank 50th Anniversary 10,000
    Transformation Foundation
    1077 Canyon Blvd 304
    Boulder,CO80302     		N/A PC SF Bay Area LRG Program 5,000
    University of Berkeley Foundation
    2087 Addison St
    Berkeley,CA94720     		N/A PC Externship Program Fund 5,000
    Walnut Creek Civic Pride Foundation
    74 Amberwood Lane
    Walnut Creek,CA94598     		N/A PC All-Abilities Playground 50,000
    Washington Hospital Foundation
    2000 Mowry Ave
    Fremont,CA94538     		N/A PC Fremont Bank 50th Anniversary 10,000
    Ygnacio Valley High School PTSA
    755 Oak Grove
    Concord,CA94518     		N/A PC Safe & Sober Grad Night 2015 500
    Total .................................bullet 3a 2,530,275
    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 ............     		    14 24,098  
    4 Dividends and interest from securities....          
    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.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		         
    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)..   24,098  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1324,098
    (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: 14000265
    Software Version: 2014v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    Fremont Bank Foundation
     
    Employer identification number

    94-3170075
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    Fremont Bank Foundation
          		Employer identification number

    94-3170075
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Fremont Bank  
    39150 Fremont Boulevard
     
    Fremont, CA94538

    		$1,465,451


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    Fremont Bank Foundation
          		Employer identification number

    94-3170075
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    Fremont Bank Foundation
          		Employer identification number

    94-3170075
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID: 14000265
    Software Version: 2014v5.0

    TY 2014 AccountingFeesSchedule
    Name:
    Fremont Bank Foundation
    EIN: 94-3170075
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit Fees 7,500 0 0 7,500
    Tax Return Preparation 3,700 0 0 3,700

    TY 2014 OtherExpensesSchedule
    Name:
    Fremont Bank Foundation
    EIN: 94-3170075
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advertising/Promo 3,684     3,684
    Association Fees 725     725
    Filing Fees 160     160
    Miscellaneous Expense 558     558


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    Fremont Bank Foundation
    EIN: 94-3170075
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Other Professional Fees 3,363 0 0 3,363