Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
Cadence Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)2655 Seely Avenue
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
San Jose, CA95134
A Employer identification number

30-0127470
B Telephone number (see instructions)

(408) 428-4422
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$76,406
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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........ 0 0 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,721 0 0 2,721
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,721 0 0 2,721
25 Contributions, gifts, grants paid....... 113,419 113,419
26 Total expenses and disbursements. Add lines 24 and 25 116,140 0 0 116,140
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -116,140
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 192,366 76,406 76,406
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 192,366 76,406 76,406
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 192,366 76,406
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 192,366 76,406
31 Total liabilities and net assets/fund balances (see instructions). 192,366 76,406
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
192,366
2
Enter amount from Part I, line 27a .....................
2
-116,140
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
180
4
Add lines 1, 2, and 3 ..........................
4
76,406
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
76,406
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 69,004 194,275 0.355187
2013 77,937 293,675 0.265385
2012 67,395 347,280 0.194065
2011 466,584 544,489 0.856921
2010 164,722 492,735 0.334301
2
Total of line 1, column (d) .....................
22.005859
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
0.401172
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
135,236
5
Multiply line 4 by line 3......................
5
54,253
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
0
7
Add lines 5 and 6........................
7
54,253
8
Enter qualifying distributions from Part XII, line 4.............
8
116,140
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
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 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 99
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 99
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 99
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet99 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletwww.cadence.com
    14
    The books are in care ofbulletCindy Conway Telephone no.bullet (408) 428-4422

    Located atbullet2655 Seely AvenueSan JoseCA ZIP+4bullet95134
    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 2015, 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  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 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 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    Christina Jones Sr. VP Global Human Resour
    1.00
    0 0 0
    2655 Seely Avenue
    San Jose,CA95134
    Geoffrey Ribar Sr VP, CFO
    1.00
    0 0 0
    2655 Seely Avenue
    San Jose,CA95134
    James Haddad Corporate VP - Finance
    1.00
    0 0 0
    2655 Seely Avenue
    San Jose,CA95134
    David Tricaso V.P., Real Estate & Securi
    1.00
    0 0 0
    2655 Seely Avenue
    San Jose,CA95134
    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 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    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.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    137,295
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    137,295
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    137,295
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,059
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    135,236
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,762
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    6,762
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,762
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    180
    5
    Add lines 3 and 4............................
    5
    6,942
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,942
    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
    116,140
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    116,140
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    116,140
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 6,942
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 164,722
    b From 2011...... 439,367
    c From 2012...... 50,032
    d From 2013...... 63,254
    e From 2014...... 59,290
    fTotal of lines 3a through e........ 776,665
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 116,140
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 6,942
    e Remaining amount distributed out of corpus 109,198
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 885,863
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    164,722
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    721,141
    10 Analysis of line 9:
    a Excess from 2011.... 439,367
    b Excess from 2012.... 50,032
    c Excess from 2013.... 63,254
    d Excess from 2014.... 59,290
    e Excess from 2015.... 109,198
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    Allegheny Land Trust
    409 Broad Street Suite 206B
    Sewickley,PA15143
    NONE PC General Support 200
    Oster Elementary School Home and School Club Inc
    1855 Lencar Way
    San Jose,CA95124
    NONE PC General Support 100
    Pacific Cascade Middle School PTSA
    24635 SE Issaquah Fall City Rd
    Issaquah,WA98029
    NONE PC General Support 100
    Pacific Northwest Ballet Association
    301 Mercer Street
    Seattle,WA98109
    NONE PC General Support 250
    Pacific Ridge School
    6269 El Fuerte Street
    Carlsbad,CA92009
    NONE PC General Support 500
    Palo Alto Partners in Education
    PO Box 1557
    Palo Alto,CA94302
    NONE PC General Support 2,200
    Pan Massachusetts Challenge Trust
    77 4th Avenue
    Needham,MA02494
    NONE PC General Support 3,072
    Pancreatic Cancer Action Network Inc
    1500 Rosecrans Avenue Suite 200
    Manhattan Beach,CA90266
    NONE PC General Support 25
    Panthera Corporation
    8 West 40th Street 18th Floor
    New York,NY10018
    NONE PC General Support 125
    Parents of Universal Performers Inc
    PO Box 3252
    Fremont,CA94539
    NONE PC General Support 1,080
    Payne Home & School Club
    3750 Gleason Ave
    San Jose,CA95130
    NONE PC General Support 360
    People to People Ministries
    PO Box 987
    Union Lake,MI48387
    NONE PC General Support 250
    Orchard Valley Fine Arts Foundation
    1509 Warburton Ave
    Santa Clara,CA95050
    NONE PC General Support 100
    Pingry Corporation
    131 Martinsville Road
    Basking Ridge,NJ07920
    NONE PC General Support 500
    Portal School Community Organization
    1188 Wunderlich Dr
    San Jose,CA95129
    NONE PC General Support 2,000
    Presbyterian Church USA - Parkwood United Presbyterian Church
    4289 Mt Royal Blvd
    Allison Park,PA15101
    NONE PC General Support 200
    Project Inform Inc AIDS Treatment and Research Info
    273 9th Street
    San Francisco,CA94103
    NONE PC General Support 100
    Prostate Cancer Foundation
    1250 Fourth Street Suite 360
    Santa Monica,CA90401
    NONE PC General Support 200
    Providence Hospice of Seattle Foundation
    425 Pontius Ave N Ste 300
    Seattle,WA98109
    NONE PC General Support 50
    PTA California Congress of Parents Teachers & Students Inc - Collins School
    10300 N Blaney Ave
    Cupertino,CA95014
    NONE PC General Support 200
    PTA California Congress of Parents Teachers & Students Inc - Del Mar Height
    13555 Boquita Drive
    Del Mar,CA92014
    NONE PC General Support 250
    PTA California Congress of Parents Teachers & Students Inc - Foster City
    461 Beach Park Blvd
    Foster City,CA94404
    NONE PC General Support 1,000
    PTA California Congress of Parents Teachers & Students Inc - Garden Gate Sc
    10500 Ann Arbor Ave
    Cupertino,CA95014
    NONE PC General Support 300
    PTA California Congress of Parents Teachers & Students Inc - Indigo PTA
    530 Gettysburg Drive
    San Jose,CA95123
    NONE PC General Support 250
    PTA California Congress of Parents Teachers & Students Inc - Los Alamitos E
    6130 Silberman Dr
    San Jose,CA95120
    NONE PC General Support 500
    Planned Parenthood Mar Monte Inc
    1691 the Alameda
    San Jose,CA95126
    NONE PC General Support 100
    Ocean Conservancy Inc
    1300 19th St NW Ste 800
    Washington,DC20036
    NONE PC General Support 50
    Northwest YMCA of Santa Clara Valley
    20803 Alves Drive
    Cupertino,CA95014
    NONE PC General Support 160
    New York Public Radio
    160 Varick Street
    New York,NY10013
    NONE PC General Support 144
    Lynbrook Excellence in Education Foundation
    1280 Johnson Ave
    San Jose,CA95129
    NONE PC General Support 350
    Lynbrook High School
    1280 Johnson Avenue
    San Jose,CA95129
    NONE PC General Support 350
    Lynbrook Instrumental Music Boosters
    PO Box 700095
    San Jose,CA95170
    NONE PC General Support 750
    Manchester Masonic Foundation Inc
    1505 Elm Street
    Manchester,NH03101
    NONE PC General Support 100
    Marshall Lane Elementary PTA
    14114 Marilyn Ln
    Saratoga,CA95070
    NONE PC General Support 500
    Martin W Richard Charitable
    One Boston Place Suite 2600
    Boston,MA02108
    NONE PC General Support 300
    Massachusetts General Hospital
    125 Nashua Street Suite 540
    Boston,MA02114
    NONE PC General Support 150
    Meyerholz Elementary School PTA
    6990 Melvin Dr
    San Jose,CA95129
    NONE PC General Support 25
    Mission San Jose Elementary Parent Teacher Club
    43545 Bryant St
    Fremont,CA94539
    NONE PC General Support 450
    Mission San Jose High School
    41717 Palm Avenue
    Fremont,CA94539
    NONE PC General Support 80
    Mission San Jose Parent and Faculty Club
    41717 Palm Avenue
    Fremont,CA94539
    NONE PC General Support 200
    Mission San Jose Warriors Booster Club
    41717 Palm Avenue
    Fremont,CA94539
    NONE PC General Support 100
    Montalvo Association
    15400 Montalvo Road
    Saratoga,CA95071
    NONE PC General Support 500
    Moreland Educational Foundation
    PO Box 110190
    Campbell,CA95011
    NONE PC General Support 275
    Morgan Hill Community Foundation
    PO Box 1974
    Morgan Hill,CA95038
    NONE PC General Support 500
    Morganville First Aid & Rescue Squad Inc
    PO Box 3109
    Morganville,NJ07751
    NONE PC General Support 25
    Mountain View Educational Foundation
    PO Box 391557
    Mountain View,CA94039
    NONE PC General Support 500
    Mountain View Los Altos High School Foundation
    PO Box 1146
    Los Altos,CA94023
    NONE PC General Support 1,000
    Muscular Dystrophy Association
    3300 East Sunrise Drive
    Tucson,AZ85718
    NONE PC General Support 50
    National Ability Center
    PO Box 682799
    Park City,UT84068
    NONE PC General Support 45
    National Geographic Society
    1145 17th Street NW
    Washintgon,DC20036
    NONE PC General Support 125
    National Kidney Foundation Inc
    131 Steuart St Suite 520
    San Francisco,CA94105
    NONE PC General Support 90
    National Kidney Foundation Inc
    30 East 33rd Street
    New York,NY10016
    NONE PC General Support 50
    National Parkinson Foundation
    200 SE 1st St Ste 800
    Miami,FL33131
    NONE PC General Support 50
    Nature Conservancy
    4245 North Fairfax Dr Ste 100
    Arlington,VA22203
    NONE PC General Support 50
    PTA Texas Congress - Frances E Norton Elementary PTA
    1120 Newport Drive
    Allen,TX75013
    NONE PC General Support 100
    Rahima International Foundation
    2345 Harris Way Suite 1
    San Jose,CA95131
    NONE PC General Support 750
    Redwood Middle School PTA
    13925 Fruitvale Ave
    Saratoga,CA95070
    NONE PC General Support 120
    Riceville Community Foundation Inc
    2865 410th Street
    Riceville,IA50466
    NONE PC General Support 500
    Travis Roy Foundation
    c/o Hemenway Barnes LLP 60 State
    Street 8th Floor
    Boston,MA02109
    NONE PC General Support 500
    Truth Baseball
    2525 Laurelford Ln
    Wake Forest,NC27587
    NONE PC General Support 250
    Two Cents of Hope
    1315 Venturi Dr Unit 7
    San Jose,CA95132
    NONE PC General Support 25
    Unison Learning Center Inc
    68 Mountain Rest Road
    New Paltz,NY12561
    NONE PC General Support 100
    United States Fund for UNICEF
    125 Maiden lane
    New York,NY10038
    NONE PC General Support 125
    United Way of Broome County Inc
    PO Box 550
    Binghamton,NY13902
    NONE PC General Support 500
    University of Texas Foundation - MD anderson Cancer Center
    PO Box 4486
    Houston,TX77210
    NONE PC General Support 150
    US Catholic Conference - Presentation HS
    2281 Plummer Ave
    San Jose,CA95125
    NONE PC General Support 48
    US Catholic Conference - St Joseph of Cupertino School
    10120 No De Anza Blvd
    Cupertino,CA95014
    NONE PC General Support 500
    Vs Cancer Inc
    3701 National Drive Suite 100
    Raleigh,NC27612
    NONE PC General Support 25
    Warwick Elementary School
    3375 Warwick Rd
    Fremont,CA94555
    NONE PC General Support 500
    Washington Elementary
    270 Washington Street
    Santa Clara,CA95050
    NONE PC General Support 150
    Washington Open Parent Faculty Group
    270 Washington Street
    Santa Clara,CA95050
    NONE PC General Support 500
    Welby Elementary PTA
    4130 W 9580 S
    South Jordan,UT84095
    NONE PC General Support 100
    Wesleyan Christian Academy
    1917 N Centennial Street
    High Point,NC27262
    NONE PC General Support 200
    West Valley Educational Endowment Fund
    PO Box 2032
    Sunnyvale,CA94087
    NONE PC General Support 800
    Wexford Volunteer Fire Company No 1 of Pine Township
    228 North Chapel Drive
    Wexford,PA15090
    NONE PC General Support 25
    Wildlife Center of Silicon Valley
    PO Box 360048
    Milpitas,CA95036
    NONE PC General Support 50
    Williams Elementary
    1150 Rajkovich Way
    San Jose,CA95120
    NONE PC General Support 1,300
    Williams WINS Inc
    1150 Rajkovich Way
    San Jose,CA95120
    NONE PC General Support 525
    Windemere Ranch Middle School Education Fund
    11611 East Branch Parkway
    San Ramon,CA94582
    NONE PC General Support 500
    Wolf Trap Foundation for the Performing Arts
    1645 Trap Road
    Vienna,VA22182
    NONE PC General Support 75
    WQED Multimedia
    4802 Fifth Avenue
    Pittsburgh,PA15213
    NONE PC General Support 40
    Yavneh Day School
    14855 Oka Road
    Los Gatos,CA95032
    NONE PC General Support 500
    Yelm Cooperative
    PO Box 7530 PMB 92
    Yelm,WA98597
    NONE PC General Support 500
    Thirteen - New York
    825 Eighth Ave 14th Fl
    New York,NY10019
    NONE PC General Support 60
    Louise Van Meter Home & School Club Inc
    16445 Los Gatos Blvd
    Los Gatos,CA95032
    NONE PC General Support 150
    The Bishop School
    7607 La Jolla Blvd
    La Jolla,CA92037
    NONE PC General Support 500
    Tech Museum of Innovation
    201 South Market Street
    San Jose,CA95113
    NONE PC General Support 25
    Robertsville Volunteer Fire Co 1
    94 Route 520
    Morganville,NJ07751
    NONE PC General Support 25
    Safe Alternatives to Violent Environments Inc
    1900 Mowry Ave Suite 204
    Fremont,CA94538
    NONE PC General Support 25
    Saint Francis High School
    1885 Miramonte Avenue
    Mountain View,CA94040
    NONE PC General Support 1,000
    Salvation Army Services Inc
    359 North 4th Street
    San Jose,CA95112
    NONE PC General Support 100
    San Francisco Choral Artists
    601 Van Ness Ave Ste E
    San Francisco,CA94102
    NONE PC General Support 250
    San Jose Childrens Discovery Museum
    180 Woz Way
    San Jose,CA95110
    NONE PC General Support 400
    Sanchez Art Center
    1220 Linda Mar Blvd Ste B
    Pacifica,CA94044
    NONE PC General Support 100
    Sanskar the new Beginning
    4241 Norwalk Dr Apt Z101
    San Jose,CA95129
    NONE PC General Support 500
    Saratoga Education Foundation
    PO Box 2392
    Saratoga,CA95070
    NONE PC General Support 900
    Saratoga High School Parent Teacher Student Organization - Saratoga High Sc
    20300 Herriman Avenue
    Saratoga,CA95070
    NONE PC General Support 100
    Saratoga Media Arts Program Boosters
    20300 Herriman Ave
    Saratoga,CA95070
    NONE PC General Support 100
    Saratoga Music Boosters
    20300 Herriman Ave
    Saratoga,CA95070
    NONE PC General Support 1,600
    Seattle Youth Symphony Orchestra
    11065 5th Avenue NE Ste A
    Seattle,WA98125
    NONE PC General Support 50
    Second Harvest Food Bank of Santa Clara
    4001 North 1st Street
    San Jose,CA95134
    NONE PC General Support 400
    Second Harvest Food Bank of Santa Clara and San Mateo Counties
    750 Curtner Avenue
    San Jose,CA95125
    NONE PC General Support 305
    Small Miracles Cat and Dog Rescue Inc
    10236 Baltimore National Pike
    Ellicott City,MD21042
    NONE PC General Support 25
    South San Francisco High School
    400 B Street
    South San Francisco,CA94080
    NONE PC General Support 100
    Southern Tier Aids Program Inc
    22 Riverside Dr
    Binghamton,NY13905
    NONE PC General Support 100
    Special Olympics Washington
    Tower Building 1809 7th Ave 1509
    Seattle,WA98101
    NONE PC General Support 700
    St Jude Childrens Research Hospital
    501 St Jude Place
    Memphis,TN38105
    NONE PC General Support 500
    Star Struck Productions
    42307 Osgood Road
    Fremont,CA94539
    NONE PC General Support 500
    Stevens Creek Parent Teacher Organization
    10300 Ainsworth Dr
    Cupertino,CA95014
    NONE PC General Support 500
    Stocklmeir-Ortega PTA
    592 Dunholme Way
    Sunnyvale,CA94087
    NONE PC General Support 405
    Stream Education Foundation
    38268 Kimbro Street
    Fremont,CA94536
    NONE PC General Support 1,300
    Sunol Glen Community Club
    11601 Main Street
    Sunol,CA94586
    NONE PC General Support 150
    Texas State University - San Marcos Development Foundation - Mathworks
    601 University Dr
    San Marcos,TX78666
    NONE PC General Support 500
    YMCA of Silicon Valley
    80 Saratoga Ave
    Santa Clara,CA95051
    NONE PC General Support 800
    Los Gatos High School New Millenium Foundation
    20 High School Court
    Los Gatos,CA95030
    NONE PC General Support 250
    Los Gatos Education Foundation
    17010 Roberts Rd
    Los Gatos,CA95032
    NONE PC General Support 1,500
    Bishop's School
    7607 La Jolla Blvd
    La Jolla,CA92037
    NONE PC General Support 500
    Booksin Elementary School Community Association
    1590 Dry Creek Road
    San Jose,CA95125
    NONE PC General Support 276
    Boy Scouts of America
    970 W Julian
    San Jose,CA95126
    NONE PC General Support 335
    Boy Scouts of America
    3120 Rainier Avenue South
    Seattle,WA98114
    NONE PC General Support 100
    Boy Scouts of America
    600 W Cummings Park Dr 2750
    Worcester,MA01801
    NONE PC General Support 75
    Boy Scouts of America
    1275 Bedford Avenue
    Pittsburgh,PA15219
    NONE PC General Support 100
    Boy Scouts of America - Great Salt Lake Council
    525 Foothill Blvd
    Salt Lake City,UT84113
    NONE PC General Support 50
    Boys and Girls Club of Ottawa
    2825 Dumaurier Avenue
    Ottawa,WYK2B 7W3
    CA
    NONE PC General Support 3,834
    Bret Harte Educational Association
    7050 Bret Harte Drive
    San Jose,CA95120
    NONE PC General Support 300
    Bret Harte Middle
    7050 Bret Harte Drive
    San Jose,CA95120
    NONE PC General Support 300
    Building Education Support Teams Inc
    PO Box 3250
    Bethlehem,PA18017
    NONE PC General Support 300
    Big Brothers Big Sisters of the Bay Area
    649 Mission Street Fifth Floor
    San Francisco,CA94105
    NONE PC General Support 500
    California Institute of Technology
    1200 E California Blvd M/S 5-32
    Pasadena,CA91125
    NONE PC General Support 500
    Cambrian Educational Foundation - Fammatre Home & School Club
    2800 New Jersey Ave
    San Jose,CA95124
    NONE PC General Support 350
    Canadian Cancer Society
    55 St Clair Avenue West Suite 500
    Toronto,ONM4V 1N5
    CA
    NONE PC General Support 448
    Carondelet High Schoool
    1133 Winton Drive
    Concord,CA94518
    NONE PC General Support 250
    Catholic Charities of San Jose (Catholic Charities of Santa Clara County)
    2625 Zanker Road
    San Jose,CA95134
    NONE PC General Support 950
    Chaboya Middle School
    3276 Cortona Dr
    San Jose,CA95135
    NONE PC General Support 100
    Challenged Athletes Inc
    9591 Waples Street
    San Diego,CA92191
    NONE PC General Support 50
    Charcot -Marie-Tooth Association
    PO Box 105
    Glenolden,PA19036
    NONE PC General Support 250
    Childrens Home of Wyoming Conference
    1182 Chenango St
    Binghamton,NY13901
    NONE PC General Support 60
    Children's Hospital Corporation
    300 Longwood Avenue
    Boston,MA02115
    NONE PC General Support 200
    Chronicle Season of Sharing Fund
    901 Mission St
    San Francisco,CA94103
    NONE PC General Support 150
    Chrons & Colitis Foundation of America
    PO Box 1245
    Albert Lea,MN56007
    NONE PC General Support 100
    Cambrian Educational Foundation - Bagby Home & School
    1840 Harris Ave
    San Jose,CA95124
    NONE PC General Support 200
    Best Friends Animal Society
    5001 Angel Canyon Road
    Kanab,UT84741
    NONE PC General Support 150
    Best Buddies International Inc
    45 Bromfield Street 7th Floor
    Boston,MA02108
    NONE PC General Support 250
    Bengali Association of Southern California
    8840 E Heatherwood Road
    Anaheim Hills,CA92808
    NONE PC General Support 250
    Alzheimers Disease and Related Disorders Association
    1060 La Avenida Street
    Mountain View,CA94043
    NONE PC General Support 155
    American Cancer Society
    30 Speen Street
    Framingham,MA01701
    NONE PC General Support 875
    American Cancer Society Inc
    250 Williams Street NW Suite 600
    Atlanta,GA30303
    NONE PC General Support 485
    American Cancer Society Inc
    3709 W Jetton Ave
    Tampa,FL33629
    NONE PC General Support 200
    American Cancer Society Santa Clara County
    1710 Webster Street
    Oakland,CA94602
    NONE PC General Support 120
    American Diabetes Association
    4424 South 700 East 100
    Salt Lake City,UT84107
    NONE PC General Support 171
    American Diabetes Association
    1701 North Beauregard Street
    Alexandria,VA22311
    NONE PC General Support 708
    American Diabetes Association
    1970 Broadway Suite 425
    Oakland,CA94612
    NONE PC General Support 29
    American Endowment Foundation
    1521 Georgetown Road Suite 104
    Hudson,OH44236
    NONE PC General Support 28,799
    American Heart Association
    677 Ala Moana Blvd 600
    Honolulu,HI96813
    NONE PC General Support 50
    American Heart Association
    610 Community Way
    Lancaster,PA17603
    NONE PC General Support 100
    American Heart Association
    816 S Figueroa Street
    Los Angeles,CA90017
    NONE PC General Support 225
    American Heart Association
    300 5th Avenue
    Waltham,PA02451
    NONE PC General Support 100
    American Heart Association
    4217 Park Pl Ct
    Glen Allen,VA23060
    NONE PC General Support 50
    American Heart Association
    2 Wall Street 104
    Manchester,NH03101
    NONE PC General Support 50
    American Heart Association
    426 17th Street 300
    Oakland,CA94612
    NONE PC General Support 75
    American National Red Cross
    1900 25th Ave S
    Seattle,WA98144
    NONE PC General Support 100
    American Society for the Prevention of Cruelty to Animals
    424 E 92nd Street
    New York,NY10128
    NONE PC General Support 200
    Amyotrophic Lateral Sclerosis Association
    1275 K Street NW Suite 250
    Washintgon,DC20005
    NONE PC General Support 350
    Angels on Stage
    3315 Almaden Expressway Suite 20
    San Jose,CA95118
    NONE PC General Support 100
    Animal Defenders International US
    6100 Wilshire Blvd 1150
    Los Angeles,CA90048
    NONE PC General Support 125
    Arizona Humane Society
    1521 W Dobbins Road
    Phoenix,AZ85041
    NONE PC General Support 500
    Avon Products Foundation Incorporated
    777 Third Avenue
    New York,NY10017
    NONE PC General Support 275
    Bald Head Island Conservancy Inc
    PO Box 3109
    Bald Head Island,NC28461
    NONE PC General Support 150
    Banner School Inc
    1730 N Market St
    Frederick,MD21701
    NONE PC General Support 800
    Clinton County Arts Council Inc
    215 N Clinton Ave
    St Johns,MI48879
    NONE PC General Support 200
    Collins School PTA
    10300 N Blaney Avenue
    Cupertino,CA95014
    NONE PC General Support 300
    Crohns & Colitis Foundation of America
    PO Box 1245
    Albert Lea,MN56007
    NONE PC General Support 150
    Cupertino Language Immersion Program Community Organization
    PO Box 1344
    Cupertino,CA95014
    NONE PC General Support 1,705
    Healtheast Foundation
    1690 University Ave West Suite 250
    St Paul,MN55104
    NONE PC General Support 500
    Help Them Grow Inc
    1030 E El Camino Real 424
    Sunnyvale,CA94087
    NONE PC General Support 300
    Helping Hand for Relief & Development Inc
    12541 Mcdougall St First Fl
    Detroit,MI48212
    NONE PC General Support 500
    Helping Up Mission of Baltimore City Inc
    1029 E Baltimore St
    Baltimore,MD21202
    NONE PC General Support 31
    Hole in the Wall Gang Fund Inc
    555 Long Wharf Drive
    New Haven,CT06511
    NONE PC General Support 25
    Hope for Paws
    8950 W Olympic Blvd Suite 525
    Beverly Hills,CA90211
    NONE PC General Support 50
    Hudson River Sloop Clearwater Inc
    724 Wolcott Ave
    Beacon,NY12508
    NONE PC General Support 50
    Humane Society of Austin & Travis County (Austin Humane Society)
    124 W Anderson Ln
    Austin,TX78752
    NONE PC General Support 63
    Humane Society Silicon Valley
    901 Ames Avenue
    Milpitas,CA95035
    NONE PC General Support 150
    Issaquah Schools Foundation
    PO Box 835
    Issaquah,WA98027
    NONE PC General Support 200
    John Muir School PTA
    6560 Hanover Drive
    San Jose,CA95129
    NONE PC General Support 205
    Juvenile Diabetes Research Foundation International
    49 Stevenson Street Suite 1200
    San Francisco,CA94105
    NONE PC General Support 885
    Kinderhaus
    60 29th Street 611
    San Francisco,CA94110
    NONE PC General Support 500
    KQED Inc
    2601 Mariposa Street
    San Francisco,CA94110
    NONE PC General Support 125
    Lake Oswego School Dist Foundation Inc
    PO Box 70
    Lake Oswego,OR97034
    NONE PC General Support 250
    Laurelwood Elementary School
    955 Teal Drive
    Santa Clara,CA95051
    NONE PC General Support 220
    Lawson Middle School
    10401 Vista Dr
    Cupertino,CA95014
    NONE PC General Support 475
    Leland Bridge Group of Leland High School
    6777 Camden Avenue
    San Jose,CA95120
    NONE PC General Support 755
    Leland High School Parent Club
    6777 Camden Avenue
    San Jose,CA95120
    NONE PC General Support 100
    Leukemia & Lymphoma Society Inc
    4929 Wilshire Blvd Suite 800
    Los Angeles,CA90010
    NONE PC General Support 152
    Leukemia & Lymphoma Society Inc
    6033 West Century Blvd Ste 300
    Los Angeles,CA90045
    NONE PC General Support 50
    Leukemia & Lymphoma Society Inc
    675 N First St Ste 1100
    San Jose,CA95112
    NONE PC General Support 100
    Lexington Home and School Club
    19700 Old Santa Cruz Highway
    Los Gatos,CA95033
    NONE PC General Support 135
    Lifesong for Orphans Inc
    PO Box 40
    Gridley,IL61744
    NONE PC General Support 32
    Los Altos Educational Foundation
    PO Box 98
    Los Altos,CA94023
    NONE PC General Support 1,300
    Harker School
    500 Saratoga Avenue
    San Jose,CA95129
    NONE PC General Support 1,000
    Los Gatos High School
    20 High School Court
    Los Gatos,CA95030
    NONE PC General Support 225
    Habitat for Humanity
    322 W Lamar Street
    Americus,GA31709
    NONE PC General Support 500
    Graystone Home & School Club
    PO Box 20846
    San Jose,CA95120
    NONE PC General Support 300
    Dartmouth Home & School Club
    5575 Dartmouth Dr
    San Jose,CA95118
    NONE PC General Support 150
    Del Mar Schools Education Foundation
    13030 Ashley Falls Drive
    San Diego,CA92130
    NONE PC General Support 750
    Dilworth Elementary Home and School Club
    1101 Strayer Drive
    San Jose,CA95129
    NONE PC General Support 300
    Discovery Charter School
    4021 Teale Avenue
    San Jose,CA95117
    NONE PC General Support 500
    Donorschoose Org
    134 W 37th St Fl 11
    New York,NY10018
    NONE PC General Support 253
    Education Foundation at Black Mountain
    9353 Oviedo Street
    San Diego,CA92129
    NONE PC General Support 500
    Eisenhower Elementary PTA
    277 Rodonovan Drive
    Santa Clara,CA95051
    NONE PC General Support 1,200
    Elkridge Elementary School PTA
    7075 Montgomery Road
    Elkridge,MD21075
    NONE PC General Support 50
    Emancipet
    I K 7201 Levander Loop
    Austin,TX78702
    NONE PC General Support 63
    Enatai PTA Unit
    10700 SE 25th St
    Bellevue,WA98004
    NONE PC General Support 500
    Enzian Theatre Inc
    1300 S Orlando Ave
    Maitland,FL32751
    NONE PC General Support 500
    Evergreen City Ballet
    2230 Lind Ave SW Suite 109
    Renton,WA98057
    NONE PC General Support 100
    Evergreen Elementary School PTA
    3010 Folwer Rd
    San Jose,CA95135
    NONE PC General Support 270
    Family Giving Tree
    606 Valley Way
    Milpitas,CA95035
    NONE PC General Support 811
    Fammatre Home and School Club
    2800 New Jersey Ave
    San Jose,CA95124
    NONE PC General Support 300
    Faria Education Enrichment Fund
    10155 Barbara Lane
    Cupertino,CA95014
    NONE PC General Support 350
    Foothill Band Boosters Club
    PO Box 866
    Pleasanton,CA94566
    NONE PC General Support 1,000
    Foothill High School
    4375 Foothill Road
    Pleasanton,CA94588
    NONE PC General Support 100
    Free Range Opera Theater Inc
    132 Centre St
    Mountain View,CA94041
    NONE PC General Support 100
    Fremont Union High Schools Foundation
    589 W Fremont Ave
    Sunnyvale,CA94087
    NONE PC General Support 600
    Gideon Hausner Jewish Day School
    450 San Antonio Road
    Palo Alto,CA94306
    NONE PC General Support 500
    Gilbert and Sullivan Society of San Jose
    PO Box 6741
    San Jose,CA95150
    NONE PC General Support 400
    Girl Scouts of Northern California
    1650 Harbor Bay Parkway Suite 100
    Alameda,CA94502
    NONE PC General Support 25
    Gold Rush Cure Foundation
    27671 Rosebud Way
    Laguna Niguel,CA92677
    NONE PC General Support 1,635
    Greater Minneapolis Crisis Nursery
    4544 4th Avenue South
    Minneapolis,MN55419
    NONE PC General Support 250
    Young Survival Coalition Inc
    80 Broad St Suite 1700
    New York,NY10004
    NONE PC General Support 100
    Black Pine Circle Inc
    2027 7th Street
    Berkeley,CA94710
    NONE PC General Support 500
    Total .................................bullet 3a 113,419
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
             
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    130
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 OtherExpensesSchedule
    Name:
    Cadence Foundation
    EIN:
    30-0127470
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    bank fees 2,721 0 0 2,721


    TY 2015 OtherIncreasesSchedule
    Name:
    Cadence Foundation
    EIN:
    30-0127470
    Description Amount
    Return of prior year grants 180