Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 12-01-2015 , and ending 11-30-2016
Name of foundation
Winifred Johnson Clive Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1660 Bush Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
San Francisco, CA94109
A Employer identification number

25-6277031
B Telephone number (see instructions)

(415) 561-6540
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$18,209,747J Accounting method:
Modified Cash
(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)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 23 23  
4 Dividends and interest from securities... 440,803 440,803  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 328,623
b Gross sales price for all assets on line 6a 2,380,334
7 Capital gain net income (from Part IV, line 2)... 328,623
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 -619 2,026  
12 Total. Add lines 1 through 11........ 768,830 771,475  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,730     4,730
c Other professional fees (attach schedule).... Click to see attachment 169,459 77,135   92,324
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,570      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 54,442     54,442
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 710     710
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 232,911 77,135   152,206
25 Contributions, gifts, grants paid....... 924,400 924,400
26 Total expenses and disbursements. Add lines 24 and 25 1,157,311 77,135   1,076,606
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -388,481
b Net investment income (if negative, enter -0-) 694,340
c Adjusted net income (if negative, enter -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............. 302,268 309,893 309,893
2 Savings and temporary cash investments......... 367,975 1,262,859 1,262,859
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.......... 2,800 2,331 2,331
10a Investments—U.S. and state government obligations (attach schedule) 836,938 Click to see attachment199,938 199,938
b Investments—corporate stock (attach schedule)....... 11,175,510 Click to see attachment11,006,054 11,006,054
c Investments—corporate bonds (attach schedule)....... 4,585,060 Click to see attachment4,235,144 4,235,144
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 990,896 Click to see attachment1,030,878 1,030,878
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment162,650 Click to see attachment162,650 Click to see attachment162,650
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,424,097 18,209,747 18,209,747
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 18,424,097 18,209,747
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 18,424,097 18,209,747
31 Total liabilities and net assets/fund balances (see instructions). 18,424,097 18,209,747
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
18,424,097
2
Enter amount from Part I, line 27a .....................
2
-388,481
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
174,131
4
Add lines 1, 2, and 3 ..........................
4
18,209,747
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
18,209,747
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.)
1 a Sales Publicly Traded Securities P 2001-01-01 2016-11-30
b Capital Gain Distributions P 2001-01-01 2016-11-30
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 2,361,382   2,051,711 309,671
b 18,952     18,952
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       309,671
b       18,952
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 2 328,623
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 973,360 17,919,011 0.05432
2013 986,212 18,084,060 0.05454
2012 789,942 16,940,598 0.04663
2011 804,718 15,489,380 0.05195
2010 759,028 15,476,648 0.04904
2
Total of line 1, column (d) .....................
20.256481
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
0.051296
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
17,846,175
5
Multiply line 4 by line 3......................
5
915,437
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,943
7
Add lines 5 and 6........................
7
922,380
8
Enter qualifying distributions from Part XII, line 4.............
8
1,076,606
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 6,943
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 6,943
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 6,943
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 15,249
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 15,249
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,306
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet8,306 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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, FL
    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 addressbullethttp://www.wjclivefoundation.org
    14
    The books are in care ofbulletPacific Foundation Svcs LLC Telephone no.bullet (415) 561-6540

    Located atbullet1660 Bush Street Ste 300San FranciscoCA ZIP+4bullet941095308
    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
     
    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 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
     
    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 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
     
    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 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
     
    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 (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
    Grace J Perkins Trustee
    5.00     		0    
    1660 Bush St Ste 300
    San Francisco,CA941095308
    Lisa J Lunday Sec'y/Trustee
    5.00     		0    
    1660 Bush St Ste 300
    San Francisco,CA941095308
    Winifred J Sharp Trustee
    5.00     		0    
    1660 Bush St Ste 300
    San Francisco,CA941095308
    Stephanie P Johnson Trustee
    5.00     		0    
    1660 Bush St Ste 300
    San Francisco,CA941095308
    Elizabeth Stewart Trustee
    5.00     		0    
    1660 Bush St Ste 300
    San Francisco,CA941095308
    Alexandra Cercone 'til 1016 Associate Ttee
    5.00     		0    
    1660 Bush St Ste 300
    San Francisco,CA941095308
    Jonathan C Perkins Tres/Trustee
    5.00     		0    
    1660 Bush St Ste 300
    San Francisco,CA941095308
    Steger Johnson Chair
    5.00     		0    
    1660 Bush St Ste 300
    San Francisco,CA941095308
    Jennifer Thielhelm Trustee
    5.00     		0    
    1660 Bush St Ste 300
    San Francisco,CA941095308
    Ashley Johnson fm 1016 Associate Ttee
    5.00     		0    
    1660 Bush St Ste 300
    San Francisco,CA941095308
    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
    Cornerstone Capital Inc Invstmnt Fees/Plan 77,135
    200 Homer Avenue
    Palo Alto,CA94301
    Pacific Foundation Services LLC Grant Administration 78,378
    1660 Bush Street Suite 300
    San Francisco,CA94109
    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  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    16,931,059
    b
    Average of monthly cash balances.......................
    1b
    830,885
    c
    Fair market value of all other assets (see instructions)................
    1c
    356,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,117,944
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    18,117,944
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    271,769
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,846,175
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    892,309
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    892,309
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    6,943
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,943
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    885,366
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    885,366
    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
    885,366
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,076,606
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,076,606
    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
    6,943
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,069,663
    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 7 885,366
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 172,605
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,076,606
    a Applied to 2014, but not more than line 2a 172,605
    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 2015 distributable amount..... 885,366
    e Remaining amount distributed out of corpus 18,635
    5 Excess distributions carryover applied to 2015.    
    (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 18,635
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		18,635
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 18,635
    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
    Back to Nature Wildlife RefugeInc
    PO Box 4117
    Winter Park,FL32789     		N/A PC To strengthen services to the public by purchasing adequate equipment with safety features and expanding training to staff and volunteers 12,500
    Orlando Museum of Art Inc
    2416 N Mills Avenue
    Orlando,FL32803     		N/A PC Field trip, PD, art camp scholarships and supplies 27,920
    Central Christian Church
    250 SW Ivanhoe Blvd
    Orlando,FL32804     		N/A PC Marketing, Music Program 17,100
    Nat'l City Christian Church
    5 Thomas Circle NW
    Washington,DC20005     		N/A PC Replacement of flat section of Sanctuary roof 45,000
    Unity Care Group Inc
    1400 Parkmoor Avenue Suite 115
    San Jose,CA95126     		N/A PC Imani Village School-Linked Services Bible Way Village Hub 10,000
    Ctr fr Orangutan Chimpanzee Consrvt
    PO Box 488
    Wauchula,FL33873     		N/A PC Chimpanzee Nighthouse & Aerial Trailway Connecting Chutes 25,000
    A Gift for Teaching Inc
    6501 Magic Way Bldg 400 C
    Orlando,FL32908     		N/A PC School SmARTS and A Gift for Music's new after-school program 29,000
    Medicine Horse Center
    P O Box 1074
    Mancos,CO81328     		N/A PC AWARE & Marketing/Advertising 25,000
    CuriOdyssey
    1651 Coyote Point Drive
    San Mateo,CA94401     		N/A PC School Science Outreach 15,000
    Oakland Nature Preserve
    PO Box 841
    Oakland,FL34760     		N/A PC Educational Programming at the Preserve 15,000
    Buck Institute for Age Research
    8001 Redwood Blvd
    Novato,CA94945     		N/A PC STEM education programs with a focus on including women and minorities 7,500
    City of Dreams
    PO Box 77007
    San Francisco,CA94107     		N/A PC Urban Agriculture Education 20,000
    Cast Hope
    PO Box 3740
    Chico,CA95927     		N/A PC Cast Hope's Trout Encounter serving 100 kids over five months; Online Web Support 7,500
    Broad Institute
    7 Cambridge Center
    Cambridge,MA02142     		N/A PC 2015-16 students for the Summer Research Program in Genomics 18,000
    Edgewood Ctr for Children and Famil
    1801 Vicente Street
    San Francisco,CA94116     		N/A PC Expressive Arts Program 10,000
    Meals on Wheels SF
    1375 Fairfax Avenue
    San Francisco,CA94124     		N/A PC Hub & Spoke Meal Distribution 10,000
    Southwest Indian Foundation
    201 East Highway
    Gallup,NM87301     		N/A PC Music and art outreach programs to underprivileged Indians in the southwest region 25,840
    United Global Outreach Inc
    PO Box 536157
    Orlando,FL32853     		N/A PC BIthlo Transformation Effort/Transformation Village 50,000
    Central Florida Community Arts Inc
    PO Box 720517
    Orlando,FL32872     		N/A PC In-school programming, after-school programming, and summer camps in Bithlo, Parramore, and Pine HillsArts Education; CFCArts Youth Arts Education 31,125
    Corporation of the Fine Arts Museum
    50 Hagiwara Tea Garden Drive
    San Francisco,CA94118     		N/A PC Past and Present: Building Museum Literacy at the Legion of Honor 15,000
    Girls Write Now Inc
    247 West 37th Street Suite 1000
    New York,NY10018     		N/A PC Digital Media Mentoring Program 10,000
    Operation Hope Inc
    707 Wilshire Blvd 3030
    Los Angeles,CA90017     		N/A PC Longitudinal study to evaluate the long-term effects of HOPE's youth empowerment program, HOPE In A Box Academies, on its student population 35,000
    Reading Partners
    499 Seventh Ave 20th Floor
    New York,NY10018     		N/A PC Upgrade Background Check System 10,000
    Slide Ranch
    2025 Shoreline Highway
    Muir Beach,CA94965     		N/A PC Slide Ranch Multi-Visit Project 20,000
    Sunrise Horse Rescue
    PO Box 143
    St Helena,CA94574     		N/A PC Volunteer Outreach and Infrastructure; Equine Rehabilitation and Health Program 25,000
    The House Development Corp NFP
    3827 West Ogden
    Chicago,IL60623     		N/A PC The Art of Peace; No More Tears 10,000
    Duke University
    2200 W Main Street Suite 710
    Durham,NC27705     		N/A PC Visiting Artists Program 25,000
    Feelosopher's Path
    128 13th Ave
    San Mateo,CA94402     		N/A PC Enrichment Program kids ages 8-13 2,500
    Gifted Support Center
    205 E 3rd Ave 201
    San Mateo,CA94401     		N/A PC Funding pre-k through 5th grade curriculum and kit development and implementation of a music and poetry unit based on Natalie Merchant's "Leave Your Sleep" collection in two pilot schools plus four schools in underserved communities. 31,800
    Girl Scouts of Gateway Council
    1000 Shearer Ave
    Jacksonville,FL32205     		N/A PC Community Development Troops 7,500
    Miller Institute for Learning with
    751 Laurel Street 411
    San Carlos,CA94070     		N/A PC Foster Youth Support for 15 Children in San Mateo County for 2 weeks 20,000
    Nature Conservancy
    2500 Maitland Center Pkwy Ste 311
    Maitland,FL32751     		N/A PC Central Florida Fire Program 20,000
    San Francisco SPCA
    201 Alabama Street
    San Francisco,CA94103     		N/A PC MESCAAT and Peer to Peer Programing 16,000
    The Hub on Canal Inc
    132 Canal St
    New Smyrna Beach,FL32168     		N/A PC The Hub for Kids 22,215
    Atlantic Center for the Arts
    1414 Art Center Ave
    New Smyrna Beach,FL32168     		N/A PC For a new arts and wellness inter-generational program 25,000
    Enzian Theater
    1300 S Orlando Ave
    Maitland,FL32751     		N/A PC Addution of 2 screens to the house cinema 25,000
    LSA Family Health Service
    550 Dudley Street
    Roxbury,MA02119     		N/A PC Children's Center Support 10,000
    Paws for Purple Hearts
    5860 Labath Ave
    Rohnert Park,CA94928     		N/A PC To expand the Menlo Park and possible the Palo Alto puppy program 20,000
    Peninsula Bridge Program
    PO Box 963
    Menlo Park,CA94026     		N/A PC Social Emotional Learning Skill (SEL) Development 15,000
    Philadelphia Mural Arts Advocates
    1727-29 Mt Vernon St
    Philadelphia,PA19130     		N/A PC Service learning opportunity for 10 seniors to go to Cardenas to collaborate on a new mural designed by a team of Cuban artists 23,000
    Project Glimmer
    PO Box 470010
    San Francisco,CA94147     		N/A PC To Support Grantwriting 25,000
    Root Division
    1131 Mission St
    San Francisco,CA94103     		N/A PC Youth Education Program 15,000
    Sci-Inspire
    1100 Vermont Avenue NW Suite 1100
    Washington,DC20005     		N/A PC Outreach and Development; Pilot programs in New York City and Washington, D.C. 45,000
    Willowtail Springs Nature Preserve
    PO Box 89
    Mancos,CO81328     		N/A PC To fully fund 3- one-week residencies for practitioners in the arts, sciences and ecologyArts and Sciences 9,900
    The World Tang Soo Do Association
    110 Athletes Row 140
    Apopka,FL32703     		N/A PC Central Florida Tang Soo Do Opportunity Assistance 15,000
    YWCA of San Francisco Marin
    940 Powell St
    San Francisco,CA94108     		N/A PC FiftyPlus Employment Support Program 25,000
    Total .................................bullet 3a 924,400
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		    14 23  
    4 Dividends and interest from securities....     14 440,803  
    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 ............     		    18 328,623  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aMisc Investment Income     		    14 2,000  
    bPartnership Income 900099 -2,988 14 26  
    cReturn of Capital     18 343  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -2,988 771,818  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13768,830
    (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: 15000324
    Software Version: 2015v3.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    Winifred Johnson Clive Foundation
    EIN:
    25-6277031
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 4,730 0 0 4,730

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    Winifred Johnson Clive Foundation
    EIN:
    25-6277031
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Astrazeneca PLC 5.9% Due 09/15/17 436,181 436,181
    Berkshire Hathaway 1.55% Due 02/09/18 250,516 250,516
    Caterpillar Finl 5.85% Due 09/01/17 211,689 211,689
    Verizon Communications 5.5% Due 02/15/18 104,400 104,400
    Verizon Communications 6.1% Due 04/15/18 34,904 34,904
    Accrued Interest Income 36,812 36,812
    Charles Schwab 6.375% Due 09/01/17 98,343 98,343
    John Deere 1.95% Due 03/04/19 395,026 395,026
    Philip Morris 1.875% Due 01/15/19 500,763 500,763
    Union Pacific Co 2.25% Due 02/15/19 403,932 403,932
    Wells Fargo 5.75% Due 02/01/18 109,655 109,655
    Amazon Com Inc. 2.6% Due 12/05/2019 203,943 203,943
    Amgen Incorporate 4.5% Due 03/15/2020 266,376 266,376
    Conoco Phillips 2.875% Due 11/15/2021 135,534 135,534
    CR Bard Inc 4.4% Due 01/15/2021 267,043 267,043
    Pepsico Inc 3.125% Due 11/01/2020 258,240 258,240
    Wells Fargo 2.15% Due 01/30/2020 198,738 198,738
    BP Capital Mkt P 4.5% Due 10/01/20 214,576 214,576
    BP Capital Mkt 4.742% Due 3/11/21 108,473 108,473

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Winifred Johnson Clive Foundation
    EIN:
    25-6277031
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Bristol-Myers Squibb, 7,000 Sh 395,080 395,080
    Gallagher, Arthur & Co, 7,825 Sh 393,989 393,989
    Abbott Laboratories, 8,800 Sh 335,014 335,014
    Verizon Communications, 8,750 Sh 436,625 436,625
    Reliance Stl & Aluminum, 3,750 Sh 304,125 304,125
    Fiserv Inc, 4,600 Sh 481,252 481,252
    Simpson Manufacturing Co, 9,700 Sh 457,258 457,258
    Amgen Inc, 3,075 Sh 443,015 443,015
    Aptargroup Inc, 6,120 Sh 447,862 447,862
    Blair Strip Steel, 5 Sh 31,000 31,000
    ConocoPhillips 6,100 Sh 295,972 295,972
    Kimberly-Clark Corp 4,100 Sh 474,001 474,001
    Microsoft Corp, 7,000 Sh 421,820 421,820
    Thermo Fisher Scientific, 3,200 Sh 448,352 448,352
    Validus Holdings Ltd, 9,105 Sh 494,766 494,766
    Johnson & Johnson, 4,300 Sh 478,590 478,590
    Pepsico Inc, 4,000 Sh 400,400 400,400
    Qualcomm Inc, 5,425 Sh 369,605 369,605
    Abbvie Inc, 5,575 Sh 338,960 338,960
    Occidental Petrol Corp, 3,800 Sh 271,168 271,168
    Schlumberger Ltd, 5,100 Sh 428,655 428,655
    Trimble Navigation LTD, 12,400 Sh 349,556 349,556
    Accrued Dividend Income 13,213 13,213
    Stamps.com, 4,125 Sh 438,075 438,075
    Visa Inc, 5,150 Sh 398,198 398,198
    General Electric Co, 13,100 Sh 402,956 402,956
    Alphabet Inc, 355 Sh 275,437 275,437
    Fedex Corp, 2,375 Sh 455,216 455,216
    Quality Care Propert, 2,350 Sh 35,250 35,250
    Walt Disney Co, 4,950 Sh 490,644 490,644

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    Winifred Johnson Clive Foundation
    EIN:
    25-6277031
    Software ID:
    15000324
    Software Version:
    2015v3.0
    US Government Securities - End of Year Book Value:

    199,938
    US Government Securities - End of Year Fair Market Value:

    199,938
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2015 InvestmentsOtherSchedule2
    Name:
    Winifred Johnson Clive Foundation
    EIN:
    25-6277031
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PC Exploration Inc. Ltd 1984 FMV 75,000 75,000
    PC Exploration Inc. Ltd 1985 FMV 75,000 75,000
    PC Exploration Inc. Ltd 1986 FMV 75,000 75,000
    PC Exploration Inc. Ltd 1988 FMV 100,000 100,000
    Wisdomtree Emerging Markets, 7,400 Sh FMV 358,900 358,900
    HCP Inc REIT, 11,750 Sh FMV 346,978 346,978

    TY 2015 OtherAssetsSchedule
    Name:
    Winifred Johnson Clive Foundation
    EIN:
    25-6277031
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Art Work on Loan 162,650 162,650 162,650


    TY 2015 OtherExpensesSchedule
    Name:
    Winifred Johnson Clive Foundation
    EIN:
    25-6277031
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dues & Subscriptions 550     550
    Filing Fees 160     160


    TY 2015 OtherIncomeSchedule2
    Name:
    Winifred Johnson Clive Foundation
    EIN:
    25-6277031
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Misc Investment Income 2,000 2,000  
    Partnership Income -2,962 26  
    Return of Capital 343    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Winifred Johnson Clive Foundation
    EIN:
    25-6277031
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consultants 13,946 0 0 13,946
    Grant Administration 78,378 0 0 78,378
    Investment Fees 77,135 77,135 0 0


    TY 2015 TaxesSchedule
    Name:
    Winifred Johnson Clive Foundation
    EIN:
    25-6277031
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 3,000      
    Other State Taxes 570