Form990-PF
Click to see list of attachments

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
GEORGE H SANDY FOUNDATION
co MUFG UNION BANKNA ACCT 6702042630

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 45174   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94145
A Employer identification number

94-6054473
B Telephone number (see instructions)

(415) 705-7173
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$39,171,059J 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 246 246  
4 Dividends and interest from securities...... 345,374 345,374  
5a Gross rents.............. 2,360,818 2,360,818  
b Net rental income or (loss) 1,134,194
6a Net gain or (loss) from sale of assets not on line 10 1,083,814
b Gross sales price for all assets on line 6a 2,297,825
7 Capital gain net income (from Part IV, line 2)... 1,083,814
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........ 3,790,252 3,790,252  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 427,937 363,746   64,191
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 58,783 52,905   5,290
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 46,956 4,278    
19 Depreciation (attach schedule) and depletion... Click to see attachment 121,971 121,971  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 1,113,529 1,113,529    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,769,176 1,656,429   69,481
25 Contributions, gifts, grants paid........ 1,759,000 1,759,000
26 Total expenses and disbursements. Add lines 24 and 25 3,528,176 1,656,429   1,828,481
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 262,076
b Net investment income (if negative, enter -0-) 2,133,823
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...............      
2 Savings and temporary cash investments.......... 159,995 208,271 208,271
3 Accounts receivable bullet203,989
Less: allowance for doubtful accounts bullet   83,164 203,989 203,989
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........... 65,241 63,509 63,509
10a Investments—U.S. and state government obligations (attach schedule) 44,493 32,465 33,780
b Investments—corporate stock (attach schedule)........ 7,923,650 7,952,436 12,257,332
c Investments—corporate bonds (attach schedule)........ 1,168,159 1,013,694 1,111,727
11 Investments—land, buildings, and equipment: basis bullet5,483,176
Less: accumulated depreciation (attach schedule) bullet2,596,041 2,639,796 Click to see attachment2,887,135 25,270,000
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 attachment22,939 Click to see attachment22,451 Click to see attachment22,451
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,107,437 12,383,950 39,171,059
Liabilities 17 Accounts payable and accrued expenses.......... 149,926 141,402
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment219,980 Click to see attachment242,941
23 Total liabilities (add lines 17 through 22).......... 369,906 384,343
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
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 5,750,491 5,750,491
29 Retained earnings, accumulated income, endowment, or other funds 5,987,040 6,249,116
30 Total net assets or fund balances (see instructions)...... 11,737,531 11,999,607
31 Total liabilities and net assets/fund balances (see instructions).. 12,107,437 12,383,950
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 11,737,531
2 Enter amount from Part I, line 27a..................... 2 262,076
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 11,999,607
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 11,999,607
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 45 SHS AT & T INC. P 2003-07-31 2014-03-24
b 500 SHS AT & T INC. P 2003-11-21 2014-03-24
c 795 SHS AT & T INC. P 2003-07-31 2014-03-24
d 530 SHS AT & T INC. P 2003-11-21 2014-03-24
e 500 SHS AT & T INC. P 2003-11-21 2014-03-24
530 SHS AT & T INC. P 2003-11-21 2014-03-24
400 SHS CVS HEALTH CORP COM P 2009-02-20 2014-07-01
300 SHS CHEVRON CORP - COMMON STOCK P 1996-04-23 2014-05-09
500 SHS CHEVRON CORP - COMMON STOCK P 1996-04-23 2014-12-03
1000 SHS CISCO SYS INC P 2009-02-20 2014-05-09
400 SHS COLGATE PALMOLIVE CO P 1998-07-29 2014-12-16
100 SHS CONOCO PHILLIPS COMPANY P 1995-03-24 2014-04-10
500 SHS CONOCO PHILLIPS COMPANY P 2000-07-14 2014-05-09
550 SHS DANAHER CORP. P 2009-02-20 2014-05-09
1000 SHS DISNEY (WALT) COMPANY HOLDING CO P 1996-01-08 2014-05-09
400 SHS DISNEY (WALT) COMPANY HOLDING CO P 1996-01-08 2014-07-01
500 SHS DISNEY (WALT) COMPANY HOLDING CO P 2001-03-29 2014-12-03
2500 SHS E M C CORP MASS P 2013-02-08 2014-09-25
10362.6940 SHS EATON VANCE EMER MKTS LOC INC P 2011-12-08 2014-01-15
1900 SHS EMERSON ELECTRIC CO P 1991-11-08 2014-12-03
400 SHS EMERSON ELECTRIC CO P 2000-09-15 2014-12-16
600 SHS EMERSON ELECTRIC CO P 2001-04-25 2014-12-16
130 SHS EXXON MOBIL CORP P 1976-09-13 2014-04-10
460 SHS EXXON MOBIL CORP P 1976-09-13 2014-05-09
410 SHS EXXON MOBIL CORP P 1976-09-13 2014-12-03
90 SHS EXXON MOBIL CORP P 2002-11-27 2014-12-03
1500 SHS GENERAL ELEC CO P 1998-07-29 2014-12-03
1000 SHS GENERAL MLS INC P 2005-06-08 2014-07-01
1000 SHS GENERAL MLS INC P 2005-06-08 2014-09-25
800 SHS INTEL CORP. P 2006-06-29 2014-04-10
600 SHS INTEL CORP. P 1998-07-29 2014-04-10
100 SHS INTEL CORP. P 2002-11-27 2014-04-10
1000 SHS INTEL CORP. P 2006-11-30 2014-04-10
1000 SHS INTEL CORP. P 2006-11-30 2014-05-09
200 SHS INTERNATIONAL BUSINESS MACHS CORP P 2004-06-24 2014-03-24
100 SHS INTERNATIONAL BUSINESS MACHS CORP P 2004-06-24 2014-03-24
100 SHS INTERNATIONAL BUSINESS MACHS CORP P 2004-06-24 2014-04-10
200 SHS INTERNATIONAL BUSINESS MACHS CORP P 2004-06-24 2014-07-01
500 SHS JPMORGAN CHASE & CO P 1998-07-29 2014-12-16
800 SHS JOHNSON & JOHNSON P 1994-06-27 2014-12-03
15 SHS KIMBERLY CLARK CORP P 2004-12-01 2014-04-10
200 SHS KIMBERLY CLARK CORP P 2004-12-01 2014-04-10
400 SHS KIMBERLY CLARK CORP P 2004-12-01 2014-04-22
400 SHS MCDONALS CORP P 1998-07-29 2014-05-09
300 SHS MCDONALDS CORP P 1998-07-29 2014-12-03
200 SHS MCDONALDS CORP P 1998-12-04 2014-12-03
510.5 SHS PFIZER INC P 2002-06-06 2014-12-03
1447.5 SHS PFIZER INC P 1980-08-14 2014-12-03
42 SHS PFIZER INC P 2002-06-06 2014-12-03
300 SHS PRAXAIR INC P 2009-02-20 2014-12-03
500 SHS QUALCOMM INC P 2010-07-09 2014-12-16
15500 SHS SCHRODER EMERG MKT EQUITY INV P 2013-02-13 2014-01-31
150000 SHS SOUTHERN CAL EDISON P 2009-03-17 2014-09-15
185 SHS 3M CO. P 1991-11-08 2014-04-10
150 SHS 3M CO. P 1991-11-08 2014-05-09
1200 SHS WELLS FARGO & CO P 2000-07-27 2014-12-03
2056.24 SHS FGLMC 5.00% 11/1/21 P 2009-03-27 2014-01-01
2059.33 SHS FGLMC 5.5% 7/1/2021 P 2009-03-27 2014-01-01
2085.68 SHS FNMA 5.00% 7/01/2033 P 2009-03-27 2014-01-01
5409.41 SHS FNMA 5.00% 7/01/2033 P 2009-03-27 2014-01-01
Capital Gain Dividends      
       
(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 1,551   1,057 494
b 17,237   11,590 5,647
c 27,407   15,344 12,063
d 18,271   10,328 7,943
e 17,237   11,594 5,643
18,271   10,331 7,940
30,337   11,483 18,854
37,528   8,644 28,884
56,646   14,407 42,239
23,044   15,100 7,944
27,261   9,569 17,692
6,976   1,345 5,631
38,607   9,677 28,930
40,400   14,402 25,998
81,471   20,395 61,076
34,481   8,158 26,323
46,372   14,042 32,330
72,136   62,221 9,915
87,876   93,545 -5,669
122,260   23,812 98,448
24,105   13,145 10,960
36,158   19,049 17,109
12,579   442 12,137
46,806   1,566 45,240
38,840   1,395 37,445
8,526   3,124 5,402
39,554   44,779 -5,225
52,824   25,450 27,374
50,144   25,450 24,694
21,075   15,184 5,891
15,807   12,722 3,085
2,634   2,075 559
26,345   21,160 5,185
26,275   21,160 5,115
37,720   18,030 19,690
18,860   9,015 9,845
19,606   9,015 10,591
37,104   18,030 19,074
29,690   19,431 10,259
86,486   8,576 77,910
1,668   952 716
22,247   12,696 9,551
43,391   25,391 18,000
41,037   13,359 27,678
28,587   10,020 18,567
19,058   7,026 12,032
16,107   17,602 -1,495
45,671   25,555 20,116
1,325   1,448 -123
38,789   18,823 19,966
35,757   17,015 18,742
192,355   213,745 -21,390
150,000   150,000  
24,785   4,066 20,719
21,147   3,297 17,850
65,045   25,148 39,897
2,056   2,134 -78
2,059   2,153 -94
2,086   2,158 -72
5,409   5,581 -172
       
      102,739
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       494
b       5,647
c       12,063
d       7,943
e       5,643
      7,940
      18,854
      28,884
      42,239
      7,944
      17,692
      5,631
      28,930
      25,998
      61,076
      26,323
      32,330
      9,915
      -5,669
      98,448
      10,960
      17,109
      12,137
      45,240
      37,445
      5,402
      -5,225
      27,374
      24,694
      5,891
      3,085
      559
      5,185
      5,115
      19,690
      9,845
      10,591
      19,074
      10,259
      77,910
      716
      9,551
      18,000
      27,678
      18,567
      12,032
      -1,495
      20,116
      -123
      19,966
      18,742
      -21,390
       
      20,719
      17,850
      39,897
      -78
      -94
      -72
      -172
       
       
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 1,083,814
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 -21,390
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 1,856,506 39,019,802 0.04758
2012 1,897,921 38,163,860 0.04973
2011 1,905,519 37,085,342 0.05138
2010 1,762,609 37,957,486 0.04644
2009 1,941,626 37,863,208 0.05128
2 Total of line 1, column (d) ...................... 2 0.24641
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 0.04928
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 39,555,073
5 Multiply line 4 by line 3....................... 5 1,949,353
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 21,338
7 Add lines 5 and 6......................... 7 1,970,691
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,828,481
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 42,676
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 42,676
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 42,676
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 39,600
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 39,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 65
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,141
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   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 ofbulletFLEISCHMANN & WADAINCCPAs Telephone no.bullet (415) 332-0220
    Located atbulletONE HARBOR DRIVE STE102SAUSALITOCA ZIP+4bullet949651433
    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
    UNION BANK CORP.TRUSTEE
    15.00     		369,297    
    PO BOX 45174
    SAN FRANCISCO,CA941450174
    THOMAS J FEENEY ESQ TRUSTEE
    5.00     		0    
    236 WEST PORTAL AVE 847
    SAN FRANCISCO,CA941271423
    CHESTER R MACPHEE III Trustee
    10.00     		58,640    
    PO BOX 591717
    SAN FRANCISCO,CA94159
    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
    14,061,480
    b
    Average of monthly cash balances.......................
    1b
    536,005
    c
    Fair market value of all other assets (see instructions)................
    1c
    25,559,950
    d
    Total (add lines 1a, b, and c).........................
    1d
    40,157,435
    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
    40,157,435
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    602,362
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    39,555,073
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,977,754
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,977,754
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    42,676
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    42,676
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,935,078
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,935,078
    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
    1,935,078
    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
    1,828,481
    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
    1,828,481
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,828,481
    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 1,935,078
    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.......  
    b From 2010.......  
    c From 2011....... 76,921
    d From 2012....... 18,596
    e From 2013.......  
    fTotal of lines 3a through e......... 95,517
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,828,481
    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..... 1,828,481
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014. 95,517 95,517
    (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  
    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 ..........     		11,080
    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) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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:
    CHESTER R MACPHEE III
    PO BOX 591717
    SAN FRANCISCO,CA941591717
    (415) 705-7156
    bThe form in which applications should be submitted and information and materials they should include:
    LETTERS EXPLAINING QUALIFIED ACTIVITIES UNDER IRC SECTION 501(C)(3).
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CONTRIBUTIONS ARE MADE PRIMARILY TO SUPPORT LOCAL ACTIVITIES BENEFITTING THE HANDICAPPED AND INFIRMED, AND FOR EDUCATIONAL SUPPORT. HOWEVER, THERE ARE NO SPECIFIC RESTRICTIONS OR LIMITATIONS.
    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 COMMUNITY FOOD BANK
    PO BOX 2599
    OAKLAND,CA94614     		N/A   To provide nutritious food and nutrition education; distribute food through various networks. 20,000
    ARRIBA JUNTOS
    1850 MISSION STREET
    SAN FRANCISCO,CA94103     		N/A   To support their automated offices skills program. 15,000
    Bridge the Gap College Prep Marin C
    PO Box 139
    SAUSALITO,CA94965     		N/A   To provide academic support for vulnerable Marin City students through various educational programs. 15,000
    Catholic Charities CYO
    180 HOWARD STREET SUITE 100
    SAN FRANCISCO,CA94105     		N/A   To fund high quality, educational and developmentally appropriate activities to homeless children and youth. 10,000
    CENTRAL CITY HOSPITALITY HOUSE
    290 TURK STREET
    SAN FRANCISCO,CA94102     		N/A   To provide support services to 8th Street / SOMA / Tenderloin residents in need. 35,000
    COMMUNITY OVERCOMING RELATIONSHIP A
    2211 PALM AVE
    SAN MATEO,CA94403     		N/A   To provide safety, support and healing to battered women and children. 10,000
    COMPASS FAMILY SERVICES
    49 POWELL STREET 3RD FLOOR
    SAN FRANCISCO,CA94102     		N/A   To support mental health services to homeless and extremely low income families. 5,000
    CURRY SENIOR CENTER
    333 TURK STREET
    SAN FRANCISCO,CA94102     		N/A   To provide services to seniors in the Tenderloin including primary health care, health education and behavioral health. 15,000
    EPISCOPAL COMMUNITY SERVICES OF SF
    165 EIGHTH STREET 3RD FLOOR
    SAN FRANCISCO,CA94103     		N/A   To support for emergency shelter, meals and other safety net services for the homeless. 25,000
    FACES FAMILY AND CHILD EMPOWERMENT
    1101 MASONIC AVENUE
    SAN FRANCISCO,CA94102     		N/A   To provide affordable and reliable child care to low income San Francisco residents; also provides employment services, counseling and parenting workshops. 10,000
    FAMILY SCHOOL
    3101 MISSION STREET SUITE 101
    SAN FRANCISCO,CA94110     		N/A   To provide early education and quality childcare services to low income children with the goal of preparing them for kindergarten. 4,000
    FOOD BANK OF CONTRA COSTA COUNTY
    4010 NELSON AVENUE
    CONCORD,CA94520     		N/A   To provide nutritional assistance to low-income people in Contra Costa and Solano counties. 10,000
    HOMELESS PRENATAL PROGRAM
    2500 18TH STREET
    SAN FRANCISCO,CA94110     		N/A   To provide services for low-income and homeless families. 50,000
    JEWISH FAMILY CHILDREN SERVICES
    2150 POST STREET
    SAN FRANCISCO,CA94115     		N/A   To support their special needs program for children and their families. 35,000
    LA CAS DE LAS MADRES
    1663 MISSION STREET SUITE 225
    SAN FRANCISCO,CA94103     		N/A   To provide domestic violence safety net services. 40,000
    LITTLE SISTERS OF THE POOR FOR THE
    300 LAKE STREET
    SAN FRANCISCO,CA94118     		N/A   To provide assisted living and skilled nursing to elderly Bay Area residents in need. 20,000
    LOAVES AND FISHES OF CONTRA COSTA C
    510 GARCIA AVE UNIT H
    PITTSBURG,CA94565     		N/A   To support their core services. 25,000
    MEALS ON WHEELS
    1375 FAIRFAX AVENUE
    SAN FRANCISCO,CA94124     		N/A   To provide meals to low-income, homebound seniors. 25,000
    NORTHERN CA PRESBYTERIAN HOMES SRVC
    1525 POST STREET
    SAN FRANCISOC,CA94109     		N/A   To support AARP Experience Corps Marin Program. 25,000
    OKIZU
    16 DIGITAL DRIVE SUITE 130
    NOVATO,CA94949     		N/A   To provide support to Northern California families affected by childhood cancer. 15,000
    PROJECT OPEN HAND
    730 POLK STREET
    SAN FRANCISCO,CA94109     		N/A   To provide meals to homebound or critically ill individuals and seniors 20,000
    RAPHAEL HOUSE
    1065 SUTTER STREET
    SAN FRANCISCO,CA94109     		N/A   To provide support services to homeless children and families and expand services to a larger number of recipients. 50,000
    REDWOOD EMPIRE FOOD BANK
    3990 BRICKWAY BOULEVARD
    SANTA ROSA,CA95403     		N/A   To support their mobile Food Pantry Program serving low-income families with young children in Sonoma County. 20,000
    RITTER CENTER
    PO BOX 3517
    SAN RAFAEL,CA94912     		N/A   To assist low-income and homeless populations in Marin County 15,000
    SAINT ANTHONYS FOUNDATION
    150 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		N/A   To support services to seniors at St. Anthonys Dining Room. 10,000
    SAINT IGNATIUS CHURCH
    650 PARKER AVENUE
    SAN FRANCISCO,CA94118     		N/A   To support their Shelter Meal Program, providing meals to five shelters in San Francisco. 10,000
    Saint Vincent de Paul Society
    1237 Van Ness Avenue
    San Francisco,CA94109     		N/A   To support Riley Center for Battered Women and their children. 50,000
    San Francisco and Marin Food Bank
    900 Pennsylvania Avenue
    SAN FRANCISCO,CA94107     		N/A   To support and expand Marin Pantry Network and SF Healthy Children Pantry program. 40,000
    San Francisco Senior Center
    890 Beach Street
    San Francisco,CA94109     		N/A   To provide support services to low income ethnically diverse seniors. 20,000
    Second Harvest Food Bank
    4001 N 1st Street
    SAN JOSE,CA95134     		N/A   To provide support for their food assistance programs. 20,000
    Swords to Plowshares
    1060 Howard Street
    San Francisco,CA94103     		N/A   To provide support services to homeless and low-income vets. 15,000
    Turn On To America
    1547 Palos Verdes 315
    Walnut Creek,CA94597     		N/A   To provide support to volunteers collecting food donations and distributing to low-income neighborhoods. 5,000
    Whistlestop
    930 Tamalpais Drive
    San Rafael,CA94901     		N/A   To support programs for providing transportation services, daily nutrition and social connectivity to older low income adults in Marin County. 10,000
    ARC of San Francisco
    1500 Howard Street
    San Francisco,CA94103     		N/A   To provide support for health advocacy services linking professionals with disabled adults to better access health care. 10,000
    Blind Babies Foundation
    1814 Franklin Street 11th Floor
    OAKLAND,CA94612     		N/A   To support their programs providing early intervention and education services to young children who are blind or visually impaired. 15,000
    Buckelew Programs
    900 Fifth Avenue Suite 150
    SAN RAFAEL,CA94901     		N/A   To provide support for their mental health programs. 20,000
    CEID CNTR Early Intervention on Dea
    1035 Grayson Street
    Berkeley,CA94710     		N/A   To support their home based education and support program. 20,000
    Environmental Traveling Companions
    Fort Mason Center Building C
    San Francisco,CA94123     		N/A   To support their outdoor adventures and education programs. 15,000
    Guide Dogs for the Blind
    350 LOS RANCHITOS ROAD
    SAN RAFAEL,CA94903     		N/A   To support programs partnering trained dogs with blind individuals. 10,000
    Halleck Creek Ranch
    PO Box 159
    NICASIO,CA94946     		N/A   To support their therapeutic horseback riding programs for children with disabilities 10,000
    Hearing Speech Center of N CA
    1234 Divisadero Street
    San Francisco,CA94115     		N/A   To support children with hearing loss to become self-assured, confident and independent young adults. 10,000
    HOPE Services
    30 Las Colinas Lane
    SAN JOSE,CA95119     		N/A   To support their employment program for individuals with developmental disabilities. 10,000
    IN SPIRIT
    PO BOX 383
    WOODACRE,CA94973     		N/A   To provide support for their Attendant Care Program. 10,000
    INDEPENDENT LIVING RESOURCE CENTER
    825 HOWARD STREET
    SAN FRANCISCO,CA94103     		N/A   To provide support for services to help people with disabilities manage their own lives and achieve and maintain their independence 15,000
    LIGHTHOUSE FOR THE BLIND
    214 VAN NESS AVE
    SAN FRANCISCO,CA94102     		N/A   To support their summer camp program. 10,000
    OAKES CHILDREN'S CENTER INC
    1550 TREAT AVE
    SAN FRANCISCO,CA94110     		N/A   To support their general operation and core programs. 50,000
    POMEROY REC REHABILITATION CNTR
    207 SKYLINE BLVD
    SAN FRANCISCO,CA94132     		N/A   To provide support for the after-school program providing recreational, educational, and vocational facilities and services to individuals with disabilities. 35,000
    Recreation Education and Community
    PO Box 538
    FAIRFAX,CA94978     		N/A   To provide support for their core programs. 5,000
    Weingarten Childrens Center
    3518 Jefferson Ave
    Redwood City,CA94062     		N/A   To support their early intervention education program to develop auditory and oral expertise in deaf children. 20,000
    Charles Armstrong School
    1405 Solana Drive
    Belmont,CA94002     		N/A   To support financial aid for students in special education programs. 35,000
    Disabled Students Prog College of M
    5800 Northgate Mall Ste 250
    San Rafael,CA94901     		N/A   To provide program support utilizing technology and software to support disabled students program. 20,000
    Eastside College Preparatory School
    1041 Myrtle Street
    East Palo Alto,CA94303     		N/A   To provide rigorous college prep for low-income, first generation college bound students. 20,000
    Enterprise for High School
    200 Pine Street 6th Floor
    San Francisco,CA94104     		N/A   To support This Way Ahead program to underserved San Francisco youths. 10,000
    Mission Delores Academy
    3371 16th Street
    San Francisco,CA94114     		N/A   To support tuition assistance to inner-city low income students. 15,000
    Neil Armstrong Focus Program
    2849 Calais Drive
    San Ramon,CA94583     		N/A   To support Focus program at Neil Armstrong Elementary School which delivers volunteer, financial, technical and leadership resources. 5,000
    Saint Ignatius College Preparatory
    2001 37th Avenue
    San Francisco,CA94116     		N/A   To provide support to their educational programs. 15,000
    Saint Mary's College of California
    PO Box 3005
    Moraga,CA94575     		N/A   To support their Undergraduate Scholarship Assistance Fund. 10,000
    Stanbridge Academy
    515 East Poplar Avenue
    San Mateo,CA94401     		N/A   To support their tuition assistance program for low-income learning disabled students. 35,000
    Star Academy
    4470 Redwood Hwy
    San Rafael,CA94903     		N/A   To provide support for the Multi-Sensory Language Arts tutoring program for students with learning differences. 25,000
    Sterne School
    2690 Jackson Street
    San Francisco,CA95115     		N/A   To provide tuition assistance for students with moderate to severe learning differences. 20,000
    UOP McGeorge School of Law
    3200 Fifth Avenue
    Sacramento,CA95817     		N/A   To provide support to students while volunteering during summer in public interest organizations. 10,000
    Alisa Ann Ruch Burn Foundation
    4534 Mission Street Suite 5
    San Francisco,CA94112     		N/A   To support the statewide organization serving injured burned youth transition to well-adjusted, productive and healthy adults. 10,000
    Brain Injury Network of the Bay Are
    1132 Magnolia Avenue
    Larkspur,CA94939     		N/A   To provide support for their post-acute non-profit 25,000
    Friends of Laguna Honda Hospital
    945 Taraval Street 150
    San Francisco,CA94116     		N/A   To provide general support for their patient care. 30,000
    Operation Access
    115 Sansome Street Suite 1205
    San Francisco,CA94104     		N/A   To support their operations which manage donated surgeries and specialty care to low-income, uninsured Bay Area patients. 20,000
    Shanti
    730 Polk Street
    San Francisco,CA94109     		N/A   To provide support for vital services to underserved and economically vulnerable persons. 10,000
    Acknowledge Alliance
    2483 Old Middlefield Way Suite 208
    Mountain View,CA94043     		N/A   To provide support for the direct psychotherapy services to at-risk youth at Court and Community schools in San Mateo County. 20,000
    Adolescent Counseling Services
    1717 Embarcadero Road Ste 4000
    Palo Alto,CA94303     		N/A   To support their Adolescent Substance Abuse Treatment Program. 20,000
    Advokids
    5643 Paradise Drive 12B
    Corte Madera,CA94925     		N/A   To provide support for legal information, support, and education to advocates for foster children in California. 30,000
    Alive Free formerly Omega Boys Club
    1060 Tennessee St
    San Francisco,CA94188     		N/A   To provide support to low-income students with academics infused with violence prevention programming. 15,000
    Boys Girls Club of San Francisco
    55 Hawthorne Street Suite 600
    San Francisco,CA94105     		N/A   To provide support for their Youth Workforce Development programs. 25,000
    CASA of San Mateo County
    330 Twin Dolphin Dr Ste 139
    Redwood City,CA95065     		N/A   To provide support for Court Appointed Special Advocates for abused and neglected children under protection of the court. 20,000
    City Youth Now
    375 Woodside Avenue
    San Francisco,CA94127     		N/A   To support programs for youths under court jurisdiction through education and literacy. 50,000
    Family Builders by Adoption
    401 Grand Avenue
    Oakland,CA94610     		N/A   To provide support for finding and developing permanent families for children and youth in foster care. 20,000
    Holy Family Day Homes of San Franci
    299 Delores Avenue
    San Francisco,CA94103     		N/A   To support their high quality early childhood education and comprehensive family support programs. 20,000
    Homework Central
    PO Box 6687
    San Mateo,CA94403     		N/A   To assist in general funding for their programs 5,000
    Huckleberry Youth Programs
    3310 Geary Blvd
    San Francisco,CA94118     		N/A   To support their programs to service high-needs youths in San Francisco and Marin. 10,000
    Larkin Street Youth Services
    701 Sutter Street 2nd Floor
    San Francisco,CA94109     		N/A   To support their programs for Housing and Support services. 60,000
    Northern California Family Center
    2244 Pacheco Blvd
    Martinez,CA94553     		N/A   To support their programs for runaway, abused and homeless youth. 15,000
    Ravenswood Family Health Center
    1798A Bay Road
    East Palo Alto,CA94303     		N/A   To support their program to provide oral health care and dentistry services to low income underserved young children and children with special needs. 15,000
    Reading Partners
    180 Grand Avenue
    Oakland,CA94612     		N/A   To provide support for recruiting and training volunteers to work one-on-one with low income students to improve reading skills to grade level. 45,000
    San Francisco Child Abuse Preventio
    1757 Waller Street
    San Francisco,CA94117     		N/A   To support their program to recruit, train and supervise volunteers to provide individual advocacy and mentoring to foster care kids. 30,000
    San Francisco CASA
    2535 Mission Street
    San Francisco,CA94110     		N/A   To support their program to recruit, train and supervise volunteers to provide individual advocacy and mentoring to foster care kids. 30,000
    San Francisco Education Fund
    2730 Bryant Street 2nd Floor
    San Francisco,CA94110     		N/A   To provide support to their programs recruiting and training volunteers in San Francisco schools with emphasis on preparing students from low income high need communities. 20,000
    Sunny Hills
    300 Sunny Hills Drive
    San Anselmo,CA94960     		N/A   To support programs providing academic and therapeutic activities for children with severe emotional and behavioral difficulties. 15,000
    Sunset Youth Services
    3918 Judah Street
    San Francisco,CA94122     		N/A   To support Youth Development Program services for high risk youths. 20,000
    Total .................................bullet 3a 1,759,000
    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 ............     		    14 246  
    4 Dividends and interest from securities....     14 345,374  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 1,134,194  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		        1,083,814
    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)..   1,479,814 1,083,814
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,563,628
    (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.)
    8 ALL AMOUNTS ABOVE ARE PASSIVE IN NATURE AND NOT FUNCTIONAL.
    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

    TY 2014 AccountingFeesSchedule
    Name:
    GEORGE H SANDY FOUNDATION
    co MUFG UNION BANKNA ACCT 6702042630
    EIN: 94-6054473
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FLEISCHMANN & WADA, INC. 58,783 52,905 0 5,290

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

    TY 2014 DepreciationSchedule
    Name:
    GEORGE H SANDY FOUNDATION
    co MUFG UNION BANKNA ACCT 6702042630
    EIN: 94-6054473
    Software ID:14000265
    Software Version:2014v5.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    ROOF 1987-09-01 30,000 28,643 SL 27.5000 1,091 1,091    
    IMPROVEMENTS 1990-05-01 13,878 11,930 SL 27.5000 505 505    
    IMPROVEMENTS 1990-07-01 6,203 5,301 SL 27.5000 226 226    
    IMPROVEMENTS 1991-05-22 19,974 16,396 SL 27.5000 726 726    
    IMPROVEMENTS 1991-09-30 2,442 1,980 SL 27.5000 89 89    
    IMPROVEMENTS 1991-05-22 20,159 16,554 SL 27.5000 733 733    
    IMPROVEMENTS 1991-11-30 5,000 4,019 SL 27.5000 182 182    
    IMPROVEMENTS 1991-11-30 8,900 7,155 SL 27.5000 324 324    
    IMPROVEMENTS 1991-09-30 2,984 2,425 SL 27.5000 109 109    
    BUILDOUT 1993-01-01 3,969 3,024 SL 27.5000 144 144    
    PARAPET PLANS 1993-02-01 2,700 2,051 SL 27.5000 98 98    
    BUILDOUT 1993-04-01 3,509 2,645 SL 27.5000 128 128    
    BUILDOUT 1993-06-01 4,350 3,240 SL 27.5000 158 158    
    BUILDOUT 1993-09-01 9,680 7,157 SL 27.5000 352 352    
    PAINTING 1993-07-21 23,152 17,191 SL 27.5000 842 842    
    TANK REMOVAL 1993-11-09 20,241 14,843 SL 27.5000 736 736    
    TANK REMOVAL 1993-07-28 5,097 3,654 SL 27.5000 185 185    
    ROOFING REPAIR 1994-09-09 17,750 12,471 SL 27.5000 645 645    
    TILE ROOF PAINTING 1994-12-01 10,950 7,596 SL 27.5000 398 398    
    IMPROVEMENTS 1994-12-14 6,404 4,446 SL 27.5000 233 233    
    TANK REMOVAL 1994-03-14 6,130 4,404 SL 27.5000 223 223    
    IMPROVEMENTS 1994-11-01 38,800 27,044 SL 27.5000 1,411 1,411    
    IMPROVEMENTS 1994-02-20 5,650 4,064 SL 27.5000 205 205    
    IMPROVEMENTS 1994-03-21 3,520 2,528 SL 27.5000 128 128    
    IMPROVEMENTS 1994-05-31 3,113 2,213 SL 27.5000 113 113    
    IMPROVEMENTS 1994-10-17 1,935 1,345 SL 27.5000 70 70    
    IMPROVEMENTS 1995-03-14 3,904 2,668 SL 27.5000 142 142    
    IMPROVEMENTS 1995-03-14 2,250 1,540 SL 27.5000 82 82    
    HOT WATER BOILER/TANKS 1995-05-12 9,540 6,463 SL 27.5000 347 347    
    IMPROVEMENTS 1995-06-15 5,236 3,525 SL 27.5000 190 190    
    IMPROVEMENTS 1995-09-15 14,416 9,586 SL 27.5000 524 524    
    IMPROVEMENTS 1995-04-24 6,640 4,510 SL 27.5000 241 241    
    IMPROVEMENTS 1995-05-18 7,526 5,103 SL 27.5000 274 274    
    ROOFING 1995-06-15 7,400 4,988 SL 27.5000 269 269    
    IMPROVEMENTS 1995-08-14 3,200 2,132 SL 27.5000 116 116    
    IMPROVEMENTS 1995-03-09 6,250 4,266 SL 27.5000 227 227    
    LIGHTING 1995-05-12 3,179 2,160 SL 27.5000 116 116    
    IMPROVEMENTS 1995-03-09 4,750 3,251 SL 27.5000 173 173    
    IMPROVEMENTS 1995-10-09 5,145 3,405 SL 27.5000 187 187    
    IMPROVEMENTS 1996-04-01 2,925 1,878 SL 27.5000 106 106    
    IMPROVEMENTS 1996-06-13 18,865 12,034 SL 27.5000 686 686    
    ROOFING 1996-12-06 25,850 16,019 SL 27.5000 940 940    
    IMPROVEMENTS 1996-11-20 3,700 2,310 SL 27.5000 135 135    
    IMPROVEMENTS 1996-11-15 10,112 6,301 SL 27.5000 368 368    
    IMPROVEMENTS 1996-03-14 3,600 2,331 SL 27.5000 131 131    
    IMPROVEMENTS 1996-04-12 1,140 726 SL 27.5000 41 41    
    IMPROVEMENTS 1996-06-06 1,950 1,265 SL 27.5000 71 71    
    IMPROVEMENTS 1997-05-14 9,818 5,935 SL 27.5000 357 357    
    IMPROVEMENTS 1997-06-26 3,329 2,002 SL 27.5000 121 121    
    WALK - DECK 1997-06-12 3,675 2,216 SL 27.5000 134 134    
    IMPROVEMENTS 1997-08-14 8,515 5,076 SL 27.5000 310 310    
    IMPROVEMENTS 1997-12-15 10,177 5,935 SL 27.5000 370 370    
    IMPROVEMENTS 1997-03-13 2,520 1,545 SL 27.5000 92 92    
    LAUNDRY ROOM IMPROVEMENTS 1997-05-28 11,565 6,999 SL 27.5000 421 421    
    REMODEL IMPROVEMENTS 1997-05-14 12,756 7,714 SL 27.5000 464 464    
    IMPROVEMENTS 1997-10-14 4,725 2,788 SL 27.5000 172 172    
    REMODEL IMPROVEMENTS 1997-10-14 1,707 1,005 SL 27.5000 62 62    
    IMPROVEMENTS 1998-08-14 2,800 1,568 SL 27.5000 102 102    
    IMPROVEMENTS 1998-12-14 12,305 6,725 SL 27.5000 447 447    
    IMPROVEMENTS 1998-02-11 1,284 746 SL 27.5000 47 47    
    IMPROVEMENTS 1998-05-14 5,580 3,172 SL 27.5000 203 203    
    IMPROVEMENTS 1998-06-15 13,710 5,471 SL 39.0000 352 352    
    IMPROVEMENTS 1998-06-30 9,999 5,657 SL 27.5000 364 364    
    IMPROVEMENTS 1998-09-30 6,667 2,615 SL 39.0000 171 171    
    IMPROVEMENTS 1998-09-30 6,167 3,425 SL 27.5000 224 224    
    IMPROVEMENTS 1998-12-14 10,037 5,490 SL 27.5000 365 365    
    BOILER REPLACEMENT 1999-06-02 28,014 14,819 SL 27.5000 1,019 1,019    
    ELECTRICAL UPGRADE 1999-06-11 11,484 9,922 SL 27.5000 418 418    
    IMPROVEMENTS 2000-03-14 4,763 2,386 SL 27.5000 173 173    
    IMPROVEMENTS 2000-04-13 3,205 1,604 SL 27.5000 117 117    
    FIRE ESCAPE DECK EXTENSN. 2000-12-11 1,800 845 SL 27.5000 65 65    
    IMPROVEMENTS REMODEL 2000-12-20 3,500 1,651 SL 27.5000 127 127    
    VACANCY UPGRADES 2000-07-11 7,359 3,618 SL 27.5000 268 268    
    IMPROVEMENTS 2000-11-06 1,706 811 SL 27.5000 62 62    
    IMPROVEMENTS 2001-02-08 4,000 1,868 SL 27.5000 145 145    
    IMPROVEMENTS 2001-03-09 6,831 3,173 SL 27.5000 248 248    
    SEWER REPLACEMENT 2001-03-13 7,890 3,671 SL 27.5000 287 287    
    IMPROVEMENTS 2001-04-04 4,500 2,084 SL 27.5000 164 164    
    IMPROVEMENTS 2001-05-16 3,400 1,565 SL 27.5000 124 124    
    IMPROVEMENTS 2001-06-20 3,535 1,618 SL 27.5000 129 129    
    IMPROVEMENTS 2001-07-16 3,353 1,520 SL 27.5000 122 122    
    AUTOMATIC GATE 2001-11-13 1,580 691 SL 27.5000 57 57    
    HOT WATER SYSTEM 2001-06-20 3,650 1,668 SL 27.5000 133 133    
    IMPROVEMENTS 2001-08-22 2,972 1,336 SL 27.5000 108 108    
    IMPROVEMENTS 2001-09-11 2,290 1,020 SL 27.5000 83 83    
    IMPROVEMENTS 2002-02-20 11,313 4,881 SL 27.5000 411 411    
    ROOF REPAIR 2002-03-21 4,750 2,040 SL 27.5000 173 173    
    STEEL DOORS 2002-09-16 7,691 3,162 SL 27.5000 280 280    
    IMPROVEMENTS 2002-01-10 6,170 2,679 SL 27.5000 224 224    
    IMPROVEMENTS 2002-03-05 5,995 2,571 SL 27.5000 218 218    
    ELEVATOR REBUILD 2002-04-28 15,555 6,627 SL 27.5000 566 566    
    IMPROVEMENTS 2002-06-26 2,400 1,004 SL 27.5000 87 87    
    ELECTRICAL UPGRADE 2002-06-05 4,465 1,870 SL 27.5000 162 162    
    ELECTRICAL UPGRADE 2002-07-24 53,720 22,379 SL 27.5000 1,953 1,953    
    ELECTRICAL UPGRADE 2002-07-24 12,844 5,351 SL 27.5000 467 467    
    IMPROVEMENTS 2002-07-26 21,280 8,869 SL 27.5000 774 774    
    IMPROVEMENTS 2002-07-17 3,826 1,593 SL 27.5000 139 139    
    REMODEL 2002-09-09 24,950 10,242 SL 27.5000 907 907    
    IMPROVEMENTS 2002-10-22 2,200 897 SL 27.5000 80 80    
    IMPROVEMENTS 2002-10-22 5,372 2,186 SL 27.5000 195 195    
    FURNACE 2002-10-09 9,781 3,990 SL 27.5000 356 356    
    IMPROVEMENTS 2002-12-23 2,800 1,126 SL 27.5000 102 102    
    ELECTRICAL WORK 2002-12-02 3,795 1,524 SL 27.5000 138 138    
    ROOF REPLACEMENT 2003-03-28 57,580 22,510 SL 27.5000 2,094 2,094    
    IMPROVEMENTS 2003-05-22 2,300 889 SL 27.5000 84 84    
    IMPROVEMENTS 2003-12-10 4,629 1,694 SL 27.5000 168 168    
    ELECTRICAL UPGRADES 2003-04-30 107,284 41,611 SL 27.5000 3,901 3,901    
    ELECTRICAL UPGRADES 2003-04-30 3,844 1,493 SL 27.5000 140 140    
    IMPROVEMENTS-STOREFRONT 2003-04-30 48,127 18,667 SL 27.5000 1,750 1,750    
    IMPROVEMENTS 2003-06-10 18,415 7,091 SL 27.5000 670 670    
    ELECTRICAL UPGRADES 2003-07-03 12,171 4,651 SL 27.5000 443 443    
    ELECTRICAL UPGRADES 2003-08-18 6,805 2,552 SL 27.5000 247 247    
    ELECTRICAL UPGRADES 2003-08-13 36,574 13,854 SL 27.5000 1,330 1,330    
    PHONE ACCESS SYSTEM 2003-12-29 3,069 1,120 SL 27.5000 112 112    
    IMPROVEMENTS 2004-01-28 5,038 1,823 SL 27.5000 183 183    
    IMPROVEMENTS 2004-03-16 19,675 7,001 SL 27.5000 715 715    
    IMPROVEMENTS-PULL STN 2004-05-17 1,681 587 SL 27.5000 61 61    
    IMPROVEMENTS 2004-06-16 2,075 716 SL 27.5000 75 75    
    WIRING/PAINTING 2004-08-12 5,875 2,006 SL 27.5000 214 214    
    BLDG. EXTERIOR PAINTING 2004-11-30 32,250 10,704 SL 27.5000 1,173 1,173    
    IMPROVEMENTS 2004-06-16 11,850 4,112 SL 27.5000 431 431    
    IMPROVEMENTS 2004-03-29 2,691 959 SL 27.5000 98 98    
    SECURITY CAMERA SYSTEM 2004-12-27 16,380 5,389 SL 27.5000 596 596    
    SEC.CAMERA WIRING/CONDT. 2004-12-27 11,600 3,816 SL 27.5000 422 422    
    IMPROVEMENTS 2004-12-07 7,153 2,351 SL 27.5000 260 260    
    HEATER/(2) 120 GAL. TANKS 2004-11-09 5,975 1,980 SL 27.5000 217 217    
    ROOFING 2004-12-21 47,500 15,615 SL 27.5000 1,727 1,727    
    IMPROVEMENTS 2005-02-15 21,161 6,825 SL 27.5000 769 769    
    IMPROVEMENTS 2005-11-28 15,660 4,623 SL 27.5000 569 569    
    SECURITY CAMERAS WIRING 2005-01-15 18,380 5,985 SL 27.5000 668 668    
    IMPROVEMENTS 2005-09-28 3,000 904 SL 27.5000 109 109    
    IMPROVEMENTS 2005-10-27 2,652 788 SL 27.5000 96 96    
    IMPROVEMENTS 2006-08-29 2,478 660 SL 27.5000 90 90    
    IMPROVEMENTS 2006-02-21 15,124 4,308 SL 27.5000 550 550    
    IMPROVEMENTS 2006-05-26 7,268 2,002 SL 27.5000 264 264    
    IMPROVEMENTS 2006-05-26 18,020 4,967 SL 27.5000 655 655    
    IMPROVEMENTS 2006-06-28 13,429 3,660 SL 27.5000 488 488    
    IMPROVEMENTS 2006-08-29 6,142 1,635 SL 27.5000 223 223    
    IMPROVEMENTS 2006-10-12 5,141 1,356 SL 27.5000 187 187    
    IMPROVEMENTS 2006-07-17 3,908 1,053 SL 27.5000 142 142    
    IMPROVEMENTS 2006-07-20 2,000 541 SL 27.5000 73 73    
    IMPROVEMENT - #101 2007-01-29 1,000 249 SL 27.5000 36 36    
    IMPROVEMENTS - #305 2007-06-27 5,200 1,229 SL 27.5000 189 189    
    IMPROVEMENTS - #305, #406 2007-07-11 5,500 1,300 SL 27.5000 200 200    
    ELEVATOR IMPROVEMENTS 2007-09-05 2,485 570 SL 27.5000 90 90    
    ELEVATOR IMPROVEMENTS 2007-10-03 3,269 744 SL 27.5000 119 119    
    IMPROVEMENTS - #305,#603 2007-06-30 17,153 4,056 SL 27.5000 624 624    
    ROOF REPAIR 2007-08-22 4,670 1,077 SL 27.5000 170 170    
    IMPROVEMENTS 2007-09-26 9,852 2,238 SL 27.5000 358 358    
    IMPROVEMENTS 2007-11-10 21,069 4,721 SL 27.5000 766 766    
    IMPROVEMENTS - #503 2008-09-03 10,259 1,989 SL 27.5000 373 373    
    FIRE SPRINKLER UPGRADES 2008-07-01 6,350 1,270 SL 27.5000 231 231    
    IMPROVEMENTS - #504,#505 2008-09-18 24,049 4,594 SL 27.5000 875 875    
    IMPROVEMENTS - #204 2008-11-25 21,555 3,985 SL 27.5000 784 784    
    IMPROVEMENTS - #245 2008-11-25 4,093 757 SL 27.5000 149 149    
    IMPROVEMENTS - #301 2009-07-16 22,548 3,622 SL 27.5000 820 820    
    ELECTRIC OVEN - #301 2009-05-08 1,165 1,087 SL 5.0000 78 78    
    GAS RANGE 2009-01-21 623 614 SL 5.0000 9 9    
    REFRIGERATOR - #407 2009-01-21 581 571 SL 5.0000 10 10    
    GAS RANGE - #508 2009-01-21 565 556 SL 5.0000 9 9    
    IMPROVEMENTS - #605 2009-01-21 2,604 467 SL 27.5000 95 95    
    IMPROV.-HALLWAY PAINTING 2009-03-12 34,958 6,143 SL 27.5000 1,271 1,271    
    GARBAGE CHUTE 2009-03-26 14,867 2,569 SL 27.5000 541 541    
    IMPROVEMENTS - #302 2009-04-09 22,181 3,833 SL 27.5000 807 807    
    IMPROVEMENTS - #203 2009-05-27 2,950 491 SL 27.5000 107 107    
    IMPROVEMENTS - #102 2009-06-25 20,084 3,285 SL 27.5000 730 730    
    IMPROVEMENTS - #305 2009-09-23 9,848 1,522 SL 27.5000 358 358    
    PAINTING-EXTERIOR 2009-12-21 114,069 16,592 SL 27.5000 4,148 4,148    
    ROOF REPAIR 2009-12-02 16,250 2,413 SL 27.5000 591 591    
    IMPROVEMENTS - #501 2009-11-03 17,427 2,642 SL 27.5000 634 634    
    GAS RANGE - #202 2009-09-28 693 591 SL 5.0000 102 102    
    GE REFRIGERATOR 2009-09-28 700 595 SL 5.0000 105 105    
    IMPROVEMENTS - #208 2009-12-21 7,754 1,128 SL 27.5000 282 282    
    IMPROVEMENTS - #603 2010-02-25 5,978 832 SL 27.5000 217 217    
    IMPROVEMENTS - #404 2010-04-14 14,029 1,913 SL 27.5000 510 510    
    IMPROVEMENTS - #507 2010-04-14 13,000 1,774 SL 27.5000 473 473    
    IMPROVEMENTS - #306 2010-05-24 26,000 3,387 SL 27.5000 945 945    
    IMPROVEMENTS - #308 2010-10-26 6,869 792 SL 27.5000 250 250    
    IMPROVEMENTS - #506 2011-01-25 5,538 587 SL 27.5000 201 201    
    IMPROVEMENTS - #703 2011-04-19 26,287 2,549 SL 27.5000 956 956    
    IMPROVEMENTS - #606 2011-05-09 10,767 1,045 SL 27.5000 392 392    
    RANGE/REFRIGERATOR - #703 2011-03-28 1,376 756 SL 5.0000 275 275    
    IMPROVEMENTS - #108 2011-07-11 12,710 1,155 SL 27.5000 462 462    
    IMPROVEMENTS - #206 2011-07-11 6,024 548 SL 27.5000 219 219    
    IMPROVEMENTS - #408 2011-10-26 16,800 1,324 SL 27.5000 611 611    
    IMPROVEMENTS - #307 2011-11-10 11,294 890 SL 27.5000 411 411    
    ELEVATOR RENOVATIONS 2011-01-26 919,063 97,475 SL 27.5000 33,420 33,420    
    IMPROVEMENTS - #202 2012-08-24 29,171 1,415 SL 27.5000 1,061 1,061    
    RANGE/DISHWASHER - #202 2012-08-24 1,435 383 SL 5.0000 287 287    
    IMPROVEMENTS - #401 2013-05-14 39,204 950 SL 27.5000 1,426 1,426    
    ELECTRICAL, GARAGE DOOR 2013-04-05 6,330 173 SL 27.5000 230 230    
    APPLIANCES UNIT #401 2013-02-15 2,499 458 SL 5.0000 500 500    
    REFRIGERATOR 2013-06-21 1,621 162 SL 5.0000 324 324    
    IMPROVEMENTS - #501 2013-08-29 39,685 481 SL 27.5000 1,443 1,443    
    PAINTING - BUILDING 2013-10-18 51,880 314 SL 27.5000 1,887 1,887    
    IMPROVEMENTS - #602 2013-10-10 10,550 96 SL 27.5000 384 384    
    ELEVATOR IMPROVEMENTS 2013-11-20 10,750 33 SL 27.5000 391 391    
    IMPROVEMENTS - #602 2013-12-19 39,639   SL 27.5000 1,441 1,441    
    APPLIANCES UNIT #501 2013-10-10 2,721 136 SL 5.0000 544 544    
    APPLIANCES UNIT #283 2013-11-30 2,584 43 SL 5.0000 517 517    
    WATER BOILER/STORAGE TANK 2014-03-27 23,260   SL 27.5000 634 634    
    GUTTER REPLACEMENTS 2014-09-06 10,514   SL 27.5000 127 127    
    PAINTING - PACIFIC AVE 2014-11-30 255,600   SL 27.5000 775 775    
    IMPROVEMENTS - #604 2014-01-01 2,800   SL 27.5000 102 102    
    IMPROVEMENTS - #201 2014-07-03 49,142   SL 27.5000 893 893    
    IMPROVEMENTS - #107 2014-10-02 20,550   SL 27.5000 187 187    
    APPLIANCES - UNIT #201 2014-07-08 3,301   SL 5.0000 330 330    
    DVR RECORDER SECURITY 2014-10-07 4,141   SL 5.0000 207 207    

    TY 2014 InvestmentsLandSchedule2
    Name:
    GEORGE H SANDY FOUNDATION
    co MUFG UNION BANKNA ACCT 6702042630
    EIN: 94-6054473
    Software ID:14000265
    Software Version:2014v5.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Buildings 5,119,572 2,596,041 2,523,531 25,270,000
    Land 363,604   363,604  

    TY 2014 OtherAssetsSchedule
    Name:
    GEORGE H SANDY FOUNDATION
    co MUFG UNION BANKNA ACCT 6702042630
    EIN: 94-6054473
    Software ID:14000265
    Software Version:2014v5.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST/DIVIDENDS RECEIVABLE 22,939 22,451 22,451


    TY 2014 OtherExpensesSchedule
    Name:
    GEORGE H SANDY FOUNDATION
    co MUFG UNION BANKNA ACCT 6702042630
    EIN: 94-6054473
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSES 447 447    
    APPRAISAL FEE 3,750 3,750    
    MISCELLANEOUS 4,679 4,679    
    Rental Expenses 1,104,653 1,104,653    


    TY 2014 OtherLiabilitiesSchedule
    Name:
    GEORGE H SANDY FOUNDATION
    co MUFG UNION BANKNA ACCT 6702042630
    EIN: 94-6054473
    Software ID:14000265
    Software Version:2014v5.0
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSITS 201,888 232,171
    EXCISE TAX PAYABLE 10,454 3,132
    DUE TO OTHERS 7,638 7,638


    TY 2014 TaxesSchedule
    Name:
    GEORGE H SANDY FOUNDATION
    co MUFG UNION BANKNA ACCT 6702042630
    EIN: 94-6054473
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 42,678      
    FOREIGN TAXES PAID 4,278 4,278