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. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 11-01-2013 , and ending 10-31-2014
Name of foundation
Arthur & Charlotte Zitrin Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)333 Green Street   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
San Francisco, CA94133
A Employer identification number

26-4299156
B Telephone number (see instructions)

(415) 274-9976
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$6,296,226J Accounting method:
Mod Cash
(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) 1,163,932
2 Check bullet
3 Interest on savings and temporary cash investments 373 373  
4 Dividends and interest from securities...... 73,812 73,812  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 380,540
b Gross sales price for all assets on line 6a 2,734,034
7 Capital gain net income (from Part IV, line 2)... 380,540
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,198 198  
12 Total. Add lines 1 through 11........ 1,620,855 454,923  
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)......... Click to see attachment 4,580     4,580
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 520 520    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,016     3,016
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 27,713 16,270   11,443
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,829 16,790   19,039
25 Contributions, gifts, grants paid........ 608,977 608,977
26 Total expenses and disbursements. Add lines 24 and 25 644,806 16,790   628,016
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 976,049
b Net investment income (if negative, enter -0-) 438,133
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 36,017 31,561 31,561
2 Savings and temporary cash investments.......... 1,183,080 303,685 303,685
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 74 75 75
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,347,360 Click to see attachment3,022,205 4,188,842
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)........... 600,017 Click to see attachment1,793,735 1,772,063
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) 4,166,548 5,151,261 6,296,226
Liabilities 17 Accounts payable and accrued expenses.......... 20,706 29,370
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 20,706 29,370
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 4,145,842 5,121,891
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,145,842 5,121,891
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,166,548 5,151,261
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 4,145,842
2 Enter amount from Part I, line 27a..................... 2 976,049
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 5,121,891
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 5,121,891
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Sales of Publicly Traded Securites P 2000-01-01 2014-10-31
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,734,034   2,353,494 380,540
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       380,540
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 2 380,540
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 page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 319,063 4,697,084 0.06793
2011 230,542 4,223,906 0.05458
2010 191,635 4,526,829 0.04233
2009 192,468 4,256,719 0.04522
2008 46,503 3,956,149 0.01176
2 Total of line 1, column (d) ...................... 2 0.22181
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 0.04436
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 6,247,957
5 Multiply line 4 by line 3....................... 5 277,172
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,381
7 Add lines 5 and 6......................... 7 281,553
8 Enter qualifying distributions from Part XII, line 4.............. 8 628,016
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,381
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 4,381
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 4,381
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 4,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 1,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,500
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 98
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 1,021
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,021 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 page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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, NV
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see 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 ofbulletRichard Zitrin Telephone no.bullet (415) 274-9976
    Located atbullet333 Green StreetSan FranciscoCA ZIP+4bullet94133
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    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 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see 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 (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Richard Zitrin President
    8.00     		0    
    333 Green Street
    San Francisco,CA94133
    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 (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    312,398
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,381
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,381
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    308,017
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    2,000
    5
    Add lines 3 and 4............................
    5
    310,017
    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
    310,017
    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
     
    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
     
    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
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 310,017
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 79,177
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 628,016
    a Applied to 2012, but not more than line 2a 79,177
    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 2013 distributable amount..... 310,017
    e Remaining amount distributed out of corpus 238,822
    5 Excess distributions carryover applied to 2013.    
    (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 5 238,822
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		238,822
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013.... 238,822
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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 (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Metropolitan Museum of Art
    1000 5th Avenue
    New York,NY10029     		N/A PC General Support 1,200
    San Francisco Museum of Modern Art
    151 3rd Street
    San Francisco,CA94103     		N/A PC General Support 1,500
    California CASA Association
    660 13th Street Suite 300
    Oakland,CA94612     		N/A PC General Support 500
    Hastings Public Interest Law Fdn
    PO Box 425635
    San Francisco,CA94101     		N/A PC General Support 1,000
    ODCDance
    351 Shotwell Street
    San Francisco,CA94110     		N/A PC General Support 1,500
    ACT
    30 Grant Avenue 6th Floor
    San Francisco,CA94108     		N/A PC General Support 4,000
    Enterprise for High School Students
    200 Pine Street 6th Floor
    San Francisco,CA94104     		N/A PC Scholarships & Research 10,149
    AIDS LifeCycle
    1035 Market Street Suite 400
    San Francisco,CA94103     		N/A PC General Support 100
    Oberlin College
    50 West Lorain Street
    Oberline,OH44074     		N/A PC Scholarships & Research 45,000
    BASF Foundation
    301 Battery Street Third Floor
    San Francisco,CA94111     		N/A PC General Support 214,907
    East Bay Community Law Center
    2921 Adeline Street
    Berkeley,CA94703     		N/A PC General Support 11,500
    LAS Employment Law Center
    180 Montgomery St Suite 600
    San Francisco,CA91404     		N/A PC General Support 2,000
    Amnesty International
    5 Penn Plaza
    New York,NY10001     		N/A PC General Support 250
    Nature Conservancy
    201 Mission Street 4th Floor
    San Francisco,CA94105     		N/A PC General Support 5,000
    SF Suicide Prevention
    PO Box 191350
    San Francisco,CA94119     		N/A PC General Support 350
    Equal Justice Society
    260 California Street Suite 700
    San Francisco,CA94111     		N/A PC General Support 4,000
    Congregation Beth Shalom
    301 14th Avenue
    San Francisco,CA94118     		N/A PC General Support 500
    San Francisco Food Bank
    900 Pennsylvania Avenue
    San Francisco,CA94107     		N/A PC General Support 500
    Lawyers Committee for Civil Rights
    131 Steuart St Suite 400
    San Francisco,CA94105     		N/A PC General Support 250
    Legal Assistance For Seniors
    1970 Broadway Suite 300
    Oakland,CA94612     		N/A PC General Support 1,000
    Simon Wiesenthal Center
    1399 South Roxbury Drive
    Los Angeles,CA90035     		N/A PC General Support 250
    Larkin Street Youth Svcs
    701 Sutter Street Suite 2
    San Francisco,CA94109     		N/A PC General Support 2,000
    Boys and Girls Club of SF
    55 Hawthorne Street Suite 600
    San Francisco,CA94105     		N/A PC General Support 250
    Common Cause
    1133 19th Street NW 9th Floor
    Washington,DC20036     		N/A PC General Support 500
    SF SPCA
    201 Alabama Street
    San Francisco,CA94103     		N/A PC General Support 250
    Breast Cancer Action
    55 New Montgomery Street Suite 323
    San Francisco,CA94105     		N/A PC General Support 2,000
    Project Open Hand
    730 Polk Street
    San Francisco,CA94109     		N/A PC General Support 500
    NRDC
    40 West 20th Street
    New York,NY10011     		N/A PC General Support 5,000
    Workshop Theater Company
    312 West 35th Street 4th Floor
    New York,NY10018     		N/A PC General Support 500
    KCSM
    1700 West Hillsdale Boulevard
    San Mateo,CA94402     		N/A PC General Support 1,000
    Project Avery
    385 Bel Marin Keys Blvd Suite G
    Novato,CA94949     		N/A PC General Support 1,000
    Association for Community Counselin
    4731 W Atlantic Avenue Suite B-13
    Del Ray Beach,FL33445     		N/A PC General Support 500
    SF Zen Center
    300 Page Street
    San Francisco,CA94102     		N/A PC General Support 250
    CCNY 21st Century Foundation
    160 Convent Avenue SH 154
    New York,NY10031     		N/A PC Scholarships & Research 198,000
    Integral Yoga Teachers Association
    108 Yogaville Way
    Buckingham,VA23921     		N/A PC General Support 625
    New China Education Foundation
    838 Grant Avenue Mailbox 41
    San Francisco,CA94108     		N/A PC General Support 2,000
    Paws
    3170 23rd Street
    San Francisco,CA94110     		N/A PC General Support 250
    Public Justice Foundation
    555 12th Street Suite 1230
    Oakland,CA94607     		N/A PC Open Litigation Project 5,000
    SF Jazz
    Three Embarcadero Center
    San Francisco,CA94111     		N/A PC General Support 8,000
    Alliance for Justice
    11 Dupont Circle NW 2nd Floor
    Washington,DC20036     		N/A PC General Support 5,000
    Artspan
    934 Brannan Stret 2nd Floor
    San Francisco,CA94103     		N/A PC General Support 500
    Bay Area Community Law Fdn
    558 Capp Street
    San Francisco,CA94110     		N/A PC General Support 500
    Blue Energy Group
    972 Mission Street Suite 500
    San Francisco,CA94103     		N/A PC General Support 500
    Brady Campaign DC
    1225 Eye Street NW - Suite 100
    Washington,DC20005     		N/A PC General Support 250
    Community Music Center
    544 Capp Street
    San Francisco,CA94110     		N/A PC General Support 1,250
    Contemporary Jewish Museum
    736 Mission Street
    San Francisco,CA94103     		N/A PC General Support 1,000
    Edible Schoolyard
    1517 Shattuck Avenue
    Berkeley,CA94709     		N/A PC General Support 1,000
    FINCA
    1101 14 Street NW 11th Floor
    Washington,DC20005     		N/A PC General Support 1,000
    Friends of the Urban Forest
    1007 General Kennedy Ave Suite 1
    San Francisco,CA94129     		N/A PC General Support 500
    Jewish Family and Children Services
    2150 Post Stret
    San Francisco,CA94115     		N/A PC General Support 2,000
    National Center for Youth Law
    405 15 Street 15th Floor
    Oakland,CA94612     		N/A PC General Support 262
    Not For Sale Campaign
    270 Capistrano Road Suite 2
    Half Moon Bay,CA94019     		N/A PC General Support 7,500
    Plug in America
    2370 Market Street 419
    San Francisco,CA94114     		N/A PC General Support 500
    Shanti
    730 Polk Street
    San Francisco,CA94109     		N/A PC General Support 500
    Southern Poverty Law Center
    400 Washington Avenue
    Montgomery,AL36104     		N/A PC General Support 1,000
    Worksafe INC
    55 Harrison Street Suite 400
    Oakland,CA94607     		N/A PC General Support 250
    ALRP Aids Legal Referral
    1663 Mission Street Ste 500
    San Francisco,CA94103     		N/A PC General Support 1,500
    Center for Investigative Reporting
    1400 65th Street Ste 200
    Emeryville,CA94608     		N/A PC General Support 500
    Creativity Explored
    3245 16th Street
    San Francisco,CA94103     		N/A PC General Support 1,000
    Fordham University
    888 7th Avenue 7th Floor
    New York,NY10102     		N/A PC Deborah Denno Neuroscience Law Project Fund 5,000
    SF Ballet
    200 Pine Street 6th Floor
    San Francisco,CA94104     		N/A PC General Support 6,750
    We Players
    1162 14th Avenue
    San Francisco,CA94122     		N/A PC General Support 2,000
    Alonzo King Ballet
    26 7th St 5
    San Francisco,CA94103     		N/A PC General Support 1,000
    American Comm for the Weizmann Inst
    300 Montgomery 615
    San Francisco,CA94104     		N/A PC General Support 1,000
    Bay Area Urban Debate League
    287 17th St
    Oakland,CA94612     		N/A PC General Support 500
    Ca Appellate Project
    101 2nd St 600
    San Francisco,CA94105     		N/A PC General Support 1,000
    Equal Justice Initiative
    122 Commerce Street
    Montgomery,AL36104     		N/A PC General Support 1,000
    Exploratorium
    Pier 15 The Embarcadero
    San Francisco,CA94111     		N/A PC General Support 400
    Facing History and Ourselves
    16 Hurd Rd
    Brookline,MA02445     		N/A PC General Support 2,000
    Fairwarningorg
    17514 Ventura Blvd Suite 103
    Encino,CA91316     		N/A PC General Support 1,000
    Galileo Academy Summer Fund
    1150 Francisco St
    San Francisco,CA94109     		N/A PC General Support 500
    Golden Gate National Parks Conserva
    Building 201 Fort Mason
    San Francisco,CA94123     		N/A PC General Support 250
    Grafton County Sr Citizens Council
    10 Campbell St
    Lebanon,NH03766     		N/A PC Jenny Littlewood March for Meals Challenge 250
    Justice at Stake
    717 D Street NW Suite 203
    Washington,DC20004     		N/A PC General Support 500
    Merola Opera Program
    301 Van Ness Ave
    San Francisco,CA94102     		N/A PC General Support 850
    National Consumers League
    1701 K Street NW Suite 1200
    Washington,DC20006     		N/A PC General Support 2,500
    National Multiple Sclerosis Society
    1700 Owens St
    San Francisco,CA94107     		N/A PC General Support 1,000
    Oasis Village
    11350 Lee Avenue
    Adelanto,CA92301     		N/A PC General Support 500
    Pathways For Kids
    331 Filbert Street
    San Francisco,CA94133     		N/A PC General Support 2,284
    Roundabout Theatre
    231 West 39th Street Suite 1200
    New York,NY10018     		N/A PC General Support 2,500
    Southern Exposure
    3030 20th St
    San Francisco,CA94110     		N/A PC General Support 1,000
    The Tides Center
    1014 Torney Ave
    San Francisco,CA94129     		N/A PC Women's Community Clinic 1,000
    Visual Understanding In Education
    119 West 23rd St Suite 905
    New York,NY10011     		N/A PC General Support 1,000
    Z Space Studio
    450 Florida St
    San Francisco,CA94110     		N/A PC General Support 1,000
    SF Opera
    301 Van Ness Ave
    San Francisco,CA94102     		N/A PC General Support 300
    Autism Hearts Foundation
    447 Sutter St 502
    San Francisco,CA94104     		N/A PC General Support 50
    Center for Auto Safety
    1825 Connecticut Ave NW Suite 330
    Washington,DC20009     		N/A PC General Support 2,500
    CitizenOrg
    1600 20th Street NW
    Washington,DC20009     		N/A PC General Support 2,500
    Consumer Reports
    101 Truman Ave
    Yonkers,NY10703     		N/A PC General Support 5,000
    Doctors Without Borders
    333 7th Ave
    New York,NY10001     		N/A PC General Support 500
    American Diabetes Association
    1701 North Beauregard St
    Alexandria,VA22311     		N/A PC General Support 250
    Western Ctr on Law Poverty
    449 Fifteenth Street 301
    Oakland,CA94612     		N/A PC General Support 1,000
    CPMC Foundation
    Castro Duboce Streets
    San Francisco,CA94114     		N/A PC General Support 500
    Total .................................bullet 3a 608,977
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    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 ............     		    14 373  
    4 Dividends and interest from securities....     14 73,812  
    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 .............     		    18 380,540  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOther Investment Income     14 198  
    bReturn of Grant         2,000
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   454,923 2,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13456,923
    (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.)
    11b Return of Grant
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 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 or fiduciary) 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 (2013)
    Additional Data


    Software ID: 13000170
    Software Version: 2013v4.0


    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
    2013
    Name of the organization
    Arthur & Charlotte Zitrin Foundation
     
    Employer identification number

    26-4299156
    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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    Arthur & Charlotte Zitrin Foundation
          		Employer identification number

    26-4299156
    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
     
     

    Arthur Charlotte Zitrin  
    333 Green Street
     
    San Francisco, CA94133

    		$1,154,047


    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    Arthur & Charlotte Zitrin Foundation
          		Employer identification number

    26-4299156
    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
    1
    		 See Attachment $1,050,498 2013-12-26
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    Arthur & Charlotte Zitrin Foundation
          		Employer identification number

    26-4299156
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. 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) (2013)

    Additional Data


    Software ID: 13000170
    Software Version: 2013v4.0

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    Arthur & Charlotte Zitrin Foundation
    EIN: 26-4299156
    Software ID:13000170
    Software Version:2013v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Terreno Realty Corp Shs, 10,000 Sh 199,412 210,600
    Biomarin Pharmaceutical Inc, 643 Sh 30,330 53,048
    W R Grace & Co-Del, 425 Sh 17,798 40,205
    Google Inc, 32 Sh 14,172 18,172
    Linkedin Corporation, 278 Sh 40,366 63,651
    Netflix Com Inc, 211 Sh 44,274 82,874
    Ocado Group PLC, 7,667 Sh 22,702 30,496
    Pacira Pharmaceuticals Inc, 1,214 Sh 35,252 112,683
    Spirit Airlines Inc, 586 Sh 15,821 42,842
    Sarepta Therapeutics Inc, 847 Sh 14,898 13,696
    Tripadvisor Inc, 877 Sh 43,072 77,755
    Amazon.com Inc, 227 Sh 40,258 69,339
    Arm Holdings, 2,917 Sh 22,059 40,821
    Biomarin Pharmaceutical Inc, 667 Sh 30,932 55,028
    Cray Inc, 1,849 Sh 18,198 64,086
    Exact Sciences Corporation, 2,030 Sh 21,999 48,862
    W R Grace & Co-Del, 392 Sh 13,594 37,083
    Google Inc, 32 Sh 14,126 17,891
    Linkedin Corporation, 293 Sh 52,241 67,085
    Netflix Com Inc, 244 Sh 44,031 95,836
    Ocado Group PLC, 8,038 Sh 37,813 31,971
    Pacira Pharmaceuticals Inc, 1,297 Sh 36,136 120,388
    Spirit Airlines Inc, 699 Sh 17,545 51,104
    Sarepta Therapeutics Inc, 1,194 Sh 32,106 19,307
    Tripadvisor Inc, 670 Sh 39,497 59,402
    Alnylam Pharmaceuticals Inc, 943 Sh 31,483 87,454
    Facebook Inc, 1,153 Sh 56,434 86,463
    Foundation Medicine Inc, 1,562 Sh 44,392 40,425
    Keurig Green Mountain Inc, 501 Sh 29,333 76,027
    Incyte Corporation, 1,227 Sh 47,254 82,283
    Safaricom NPV, 264,632 Sh 20,365 36,093
    Solarcity Corporation, 652 Sh 24,816 38,585
    Tesla Motors Inc, 368 Sh 38,758 88,946
    Exact Sciences Corporation, 1,865 Sh 20,301 44,891
    Alnylam Pharmaceuticals, 706 Sh 24,936 65,474
    Arm Holdings, 1,791 Sh 29,273 25,063
    Cray Inc, 1,833 Sh 33,848 63,532
    Epizyme Inc, 718 Sh 24,690 19,049
    Facebook Inc, 1,153 Sh 52,060 86,463
    Foundation Medicine Inc, 1,764 Sh 53,473 45,652
    Keurig Green Mountain Inc, 525 Sh 29,501 79,669
    Incyte Corporation, 1,313 Sh 50,274 88,050
    Safaricom NPV, 246,090 Sh 28,472 33,564
    Solarcity Corporation, 783 Sh 38,108 46,338
    Tesla Motors Inc, 336 Sh 33,041 81,211
    TherapeuticsMD Inc, 6,190 Sh 28,783 27,484
    Baidu Inc, 197 Sh 31,684 47,038
    Castlight Health Inc, 1,089 21,037 13,623
    Dexcom Inc, 277 Sh 9,590 12,451
    Delta Air Lines Inc Del, 1,253 Sh 40,937 50,408
    Ehealth Inc, 779 Sh 41,493 19,436
    Icici Bank LTD, 1,061 Sh 54,150 59,798
    HDFC BK LTD, 594 Sh 27,397 31,143
    Illumina Inc, 212 Sh 38,842 40,827
    Intercept Pharm Inc, 141 Sh 41,910 36,433
    Hoteles City Express Sab, 16,342 Sh 29,117 29,469
    WTS John Keells Hldgs, 1792 Sh 129 1,062
    Larsen & Turbo, 943 Sh 28,160 25,744
    Lululemon Athletica Inc, 940 Sh 39,608 39,151
    Morphosys, 487 Sh 38,439 46,314
    Nike Inc-Cl B, 471 Sh 38,940 43,789
    Tableau Software Inc, 444 Sh 42,744 36,670
    Twitter Inc, 2,051 Sh 103,653 85,055
    T2 Biosystems Inc, 1,464 Sh 21,047 23,644
    Amazon.com Inc, 205 Sh 44,335 62,619
    Amira Nature Foods LTD, 1,720 Sh 32,632 29,945
    Dexcom Inc, 277 Sh 9,590 12,451
    Delta Air Lines Inc Del, 1,255 Sh 41,002 50,489
    Ehealth Inc, 668 Sh 35,617 16,667
    Epizyme Inc, 679 Sh 23,861 18,014
    Google Inc, 59 Sh 20,090 32,986
    Google Inc, 97 Sh 43,017 55,083
    Icici Bank LTD, 1,192 Sh 43,229 67,181
    HDFC BK LTD, 1,137 Sh 52,263 59,613
    Illumina Inc, 231 Sh 42,153 44,486
    Hoteles City Express SAB, 16,282 Sh 29,010 29,361
    JD.COM Inc, 1,365 Sh 39,404 32,610
    Larsen & Tourbo, 1,175 Sh 33,248 32,078
    Lululemon Athletica Inc, 760 Sh 31,959 31,654
    Morphosys, 466 Sh 36,792 44,317
    Nike Inc-Cl B, 426 Sh 35,243 39,605
    Tableau Software Inc, 446 Sh 43,077 36,835
    Twitter Inc, 2,022 Sh 98,579 83,852

    TY 2013 InvestmentsOtherSchedule2
    Name:
    Arthur & Charlotte Zitrin Foundation
    EIN: 26-4299156
    Software ID:13000170
    Software Version:2013v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Doubleline Total Return 47,145 Sh AT COST 517,602 517,186
    Eaton Vance Floating Rate, 46,199 Sh AT COST 515,436 505,418
    Templeton Global Bond Fund, 38,996 Sh AT COST 512,921 517,094
    Pimco Dynamic Credit, 10,500 Sh AT COST 247,776 232,365

    TY 2013 LegalFeesSchedule
    Name:
    Arthur & Charlotte Zitrin Foundation
    EIN: 26-4299156
    Software ID:13000170
    Software Version:2013v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Service Fees 4,580 0 0 4,580


    TY 2013 OtherExpensesSchedule
    Name:
    Arthur & Charlotte Zitrin Foundation
    EIN: 26-4299156
    Software ID:13000170
    Software Version:2013v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Adminstrative Support 9,864     9,864
    Bank & Credit Card Charges 255 255    
    Bookkeeping 1,444     1,444
    Filing Fees 135     135
    Investment Fees 16,015 16,015    


    TY 2013 OtherIncomeSchedule2
    Name:
    Arthur & Charlotte Zitrin Foundation
    EIN: 26-4299156
    Software ID:13000170
    Software Version:2013v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 198 198  
    Return of Grant 2,000    


    TY 2013 TaxesSchedule
    Name:
    Arthur & Charlotte Zitrin Foundation
    EIN: 26-4299156
    Software ID:13000170
    Software Version:2013v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes W/H 520 520