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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 06-01-2017 , and ending 05-31-2018
Name of foundation
WMA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)455 CAPITOL MALL SUITE 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SACRAMENTO, CA95814
A Employer identification number

68-0474336
B Telephone number (see instructions)

(916) 448-7002
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$112,417J 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) 82,973
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 232 232 232
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 83,205 232 232
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,264      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,274 0   0
25 Contributions, gifts, grants paid....... 36,500 36,500
26 Total expenses and disbursements. Add lines 24 and 25 38,774 0   36,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 44,431
b Net investment income (if negative, enter -0-) 232
c Adjusted net income (if negative, enter -0-)... 232
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 4,976 10,175 10,175
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).......... 63,010 Click to see attachment102,242 102,242
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) 67,986 112,417 112,417
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 67,986 112,417
30 Total liabilities and net assets/fund balances (see instructions). 67,986 112,417
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
67,986
2
Enter amount from Part I, line 27a .....................
2
44,431
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
112,417
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 29 .
6
112,417
Form 990-PF (2019)
Form 990-PF (2019)
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))
2018      
2017      
2016      
2015      
2014      
2
Total of line 1, column (d) .....................
2
 
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
 
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 5
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 5
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 5
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a  
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  
8 Enter any penalty for underpayment of estimated tax. Check here 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 5
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    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 (2019)
    Form 990-PF (2019)
    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 addressbulletN/A
    14
    The books are in care ofbulletBETSEY SODERSTON Telephone no.bullet (916) 448-7002

    Located atbullet455 CAPITAL MALL SUITE 800SACRAMENTOCA ZIP+4bullet95814
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    GREG EVANS PRESIDENT
    0.00     		0 0 0
    871 38TH AVENUE
    SANTA CRUZ,CA95062
    ALLAN ALT DIRECTOR
    0.00     		0 0 0
    9150 WILSHIRE BLVD SUITE 300
    BEVERLY HILLS,CA90212
    BETSEY SODERSTON TREASURER
    0.00     		0 0 0
    455 CAPITAL MALL SUITE 800
    SACRAMENTO,CA95814
    VANCE DI MARIA DIRECTOR
    0.00     		0 0 0
    27052 HIDDEN TRAIL
    SACRAMENTO,CA92653
    SHEILA DAY SECRETARY
    0.00     		0 0 0
    455 CAPITAL MALL SUITE 800
    SACRAMENTO,CA95814
    DAN FISCHER DIRECTOR
    0.00     		0 0 0
    10932 HUNTING HORN DRIVE
    SANTA ANA,CA92705
    ERNIE SCHROER DIRECTOR
    0.00     		0 0 0
    31826 VILLAGE CENTER RD SUITE F
    WESTLAKE VILLAGE,CA91361
    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  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 DONATION TO HOME FIRE VICTIMS 36,500
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
     
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    36,500
    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
    36,500
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    36,500
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 36,500
    a Applied to 2018, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount.....  
    e Remaining amount distributed out of corpus 36,500
    5 Excess distributions carryover applied to 2019.    
    (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 36,500
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
    0       0
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		36,500 2,000 500 63,000 102,000
    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 ....     		36,500 2,000 500 63,000 102,000
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 112,417 67,986 69,604 69,565 319,572
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 112,417 67,986 69,604 69,565 319,572
    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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WMA FDN ATTN BETSEY SODERSTON
    455 CAPITOL MALL STE 800
    SACRAMENTO,CA95814
    (916) 448-7002
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITTEN FORM, INCLUDING INFORMATION REGARDING SPECIFIC EVENT CAUSING NEED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO RESIDENTS OF MANUFACTURED HOUSING COMMUNITIES IN CALIFORNIA.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    JOAN RICE
    PO BOX 3567
    SANTA ROSA,CA95402     		NONE N/A DONATIONS TO FIRE VICTIMS 250
    DEBRA MARINCIK
    1996 PLEASANT HILL ROAD
    SEBASTOPOL,CA95472     		NONE N/A DONATION TO FIRE VICTIMS 250
    DIEGO PACHECO
    610 METAXA COURT
    SANTA ROSA,CA95407     		NONE N/A DONATION TO FIRE VICTIMS 250
    YURY OSTROMOV
    1541 LA ESPLANADA PLAZA
    SANTA ROSA,CA95404     		NONE N/A DONATION TO FIRE VICTIMS 250
    STEVE MCLEAN
    C/O THOMAS STEDMAN
    2425 SAN PEDRO PLACE
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    MAUREEN GLEASON
    400 EARL STREET APT 1
    SANTA ROSA,CA95404     		NONE N/A DONATION TO FIRE VICTIM 250
    MICHAEL BALANCE
    C/O STEVE MCGOUGH
    4123 B LANGER AVE
    SANTA ROSA,CA95407     		NONE N/A DONATION TO FIRE VICTIM 250
    WANDA J HARRIS
    PO BOX 7492
    SANTA ROSA,CA95407     		NONE N/A DONATION TO FIRE VICTIM 250
    ALICIA CARRASCO-ALDONEY
    10944 RIO RUSO DRIVE
    WINDSOR,CA95492     		NONE N/A DONATION TO FIRE VICTIM 250
    WANDA SAMSON
    1300 JASMINE CIRCLE
    ROHNERT PARK,CA94928     		NONE N/A DONATION TO FIRE VICTIM 250
    JOAN KIRCHER
    PO BOX 12051
    SANTA ROSA,CA95406     		NONE N/A DONATION TO FIRE VICTIM 250
    MARIAN MORGAN
    115 SEQUOIA RIDGE ROAD
    CAZADARO,CA95421     		NONE N/A DONATION TO FIRE VICTIM 250
    CHARLES BROWN
    C/O MAJOR MUFFLER
    1015 NORTH DUTTON
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    RICHARD BUTTERS
    C/O ROSE DEAN
    1380 KAWANA TERRACE
    SANTA ROSA,CA95404     		NONE N/A DONATION TO FIRE VICTIM 250
    LOIS SMITH
    450 STONY POINT APT 249
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    JIMMY BABA
    6116 AARON CT
    WINDSOR,CA95492     		NONE N/A DONATION TO FIRE VICTIM 250
    SUSAN SULLIVAN
    268 BRADEN COURT
    COTATI,CA94931     		NONE N/A DONATION TO FIRE VICTIM 250
    JANET C DAVIS
    5833 ROSS RANCH ROAD
    SEBASTOPOL,CA95472     		NONE N/A DONATION TO FIRE VICTIM 250
    JOHN RIDGE
    PO BOX 6423
    SANTA ROSA,CA95406     		NONE N/A DONATION TO FIRE VICTIM 250
    GORDON THRELKELD
    4300 PRICE AVENUE
    SANTA ROSA,CA95407     		NONE N/A DONATION TO FIRE VICTIM 250
    MARY MULLINS
    528 FLAMINGO ROAD
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    VIRGINIA TIENSVOLD
    2315 JOSA AVENUE
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    ANGEL ATREAGA
    2401 CAPBELL DRIVE
    SANTA ROSA,CA95407     		NONE N/A DONATION TO FIRE VICTIM 250
    BARBARA KING
    1814 NORTH DUTTON 13
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    PATRICIA BURKE
    PO BOX 651
    GEYSERVILLE,CA95441     		NONE N/A DONATION TO FIRE VICTIM 250
    ROSE HARRIS
    145 COLONIAL DRIVE
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    EILEEN ROSETTI
    442 LARKSPUR COURT
    COTATI,CA94931     		NONE N/A DONATION TO FIRE VICTIM 250
    NANCY SCHLIEDER
    513 ANGELUS STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    FRANK BEATTIE
    1860 SUMMERTIME ROAD
    TRACY,CA95376     		NONE N/A DONATION TO FIRE VICTIM 250
    CAROLL CHASE
    1617 NEOTOMAS AVENUE
    SANTA ROSA,CA95405     		NONE N/A DONATION TO FIRE VICTIM 250
    CAROLYN REID
    PO BOX 1424
    WINDSOR,CA95492     		NONE N/A DONATION TO FIRE VICTIM 250
    RICK SNYDER
    7108 HASTINGS PLACE
    WINDSOR,CA95492     		NONE N/A DONATION TO FIRE VICTIM 250
    JAMES MCGARY
    600 MORGAN STREET
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    ROBERT ATTUBATO
    1022 HIDDEN VALLEY ROAD
    PETALUMA,CA94954     		NONE N/A DONATION TO FIRE VICTIM 250
    NATIVIDAD OJINAGA
    2368 RED OAK DRIVE
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    FRANK BAUTISTA
    440 ADRIAN COURT
    RHONERT PARK,CA94928     		NONE N/A DONATION TO FIRE VICTIM 250
    SHIRLEY PALMER
    610 WOODCHUCK COURT
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    ROBERT SPARKS
    PO BOX 2105
    APTOS,CA95001     		NONE N/A DONATION TO FIRE VICTIM 250
    RICHARD FERRIS JR
    260 GOLDMAN LANE
    PETALUMA,CA94952     		NONE N/A DONATION TO FIRE VICTIM 250
    JEAN M DOTUR
    1087 CONIFER DRIVE
    MINDEN,NV89423     		NONE N/A DONATION TO FIRE VICTIM 250
    ROSEMARIE DALTON
    4339 PRINCETON WAY
    SANTA ROSA,CA95405     		NONE N/A DONATION TO FIRE VICTIM 250
    VICTORIA LEMUS
    150 SAINT JOSEPH WAY
    COTATI,CA94931     		NONE N/A DONATION TO FIRE VICTIM 250
    DONNALEE DETLEFSEN
    1204 HALYARD DRIVE
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    ALVIN PETERSON
    1336 BIRDIE DRIVE
    WINDSOR,CA95492     		NONE N/A DONATION TO FIRE VICTIM 250
    LINDA ADRAIN
    620 COLLEGE AVENUE
    SANTA ROSA,CA95404     		NONE N/A DONATION TO FIRE VICTIM 250
    ARLON BRANSON
    2020 SOUTH HWY 101
    HOPLAND,CA95449     		NONE N/A DONATION TO FIRE VICTIM 250
    TODD BROWN
    1073 LARK AVENUE
    SONOMA,CA95476     		NONE N/A DONATION TO FIRE VICTIM 250
    MARY MURRAY
    7505 BOBBIE WAY
    RHONERT PARK,CA94928     		NONE N/A DONATION TO FIRE VICTIM 250
    JOHN POWASNICK
    3272 CHINCHE COURT
    COULTERVILLE,CA95311     		NONE N/A DONATION TO FIRE VICTIM 250
    WILLIAM CARRICK
    8800 GREEN VALLEY ROAD
    SEBASTOPOL,CA95472     		NONE N/A DONATION TO FIRE VICTIM 250
    JOSEPHINE FLEMING
    2365 SUMMERCREEK DRIVE
    SANTA ROSA,CA95404     		NONE N/A DONATION TO FIRE VICTIM 250
    CAROL ANN LIPMAN
    3000 BROADWAY STREET 7
    AMERICAN CANYON,CA94503     		NONE N/A DONATION TO FIRE VICTIM 250
    GOLDIE PITRE
    1053 3RD STREET C
    SANTA ROSA,CA95404     		NONE N/A DONATION TO FIRE VICTIM 250
    RON KUHLMEYER
    436 BILTMORE STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    ROBERT MOYES
    6095 DAPHNE COURT
    RHONERT PARK,CA94928     		NONE N/A DONATION TO FIRE VICTIM 250
    KENDRA BOYLAN
    101 SHERMAN AVENUE APT 4
    NEW YORK,NY10034     		NONE N/A DONATION TO FIRE VICTIM 250
    NANCY LEVIN
    498 JEWELL STREET
    SEBASTOPOL,CA95472     		NONE N/A DONATION TO FIRE VICTIM 250
    ANNETTE TUGGLE
    1481 HELMAN LANE
    COTATI,CA94931     		NONE N/A DONATION TO FIRE VICTIM 250
    JOSEPH SCORZA
    2525 SIR FRANCIS DRAKE BL
    FAIRFAX,CA94930     		NONE N/A DONATION TO FIRE VICTIM 250
    EMMA LANDI
    549 COLUMBIA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    BETTY GROSS
    1628 CUNNINGHAM WAY
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    CAROL WHITEHEAD
    PO BOX 2945
    CLEAR LAKE,CA95422     		NONE N/A DONATION TO FIRE VICTIM 250
    REBECCA S WHITMIRE
    PO BOX 2945
    CLEAR LAKE,CA95422     		NONE N/A DONATION TO FIRE VICTIM 250
    DALE RHINEHART
    1475 LOS ALAMOS ROAD
    SANTA ROSA,CA95409     		NONE N/A DONATION TO FIRE VICTIM 250
    JOHN CANADA
    100 WESTGATE CIRCLE
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    SHIRLEY MORONI
    668 BAMBI LANE
    SANTA ROSA,CA95409     		NONE N/A DONATION TO FIRE VICTIM 250
    THERESE SHERMAN
    2012 BLUE BELL DRIVE
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    FRED TWERS
    60 PARKVIEW AVENUE
    DALY CITY,CA94014     		NONE N/A DONATION TO FIRE VICTIM 250
    DONALD MAFFIOLI
    3101 N BRUSH STREET
    GRATON,CA95444     		NONE N/A DONATION TO FIRE VICTIM 250
    REBECCA PARMLEY
    2437 PENBROOKE AVENUE
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    SUSAN SCHAEFFER
    25 SEQUOIA CIRCLE
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    JOHN WALDNER
    537 ENTERPRISE DRIVE
    ROHNERT PARK,CA94928     		NONE N/A DONATION TO FIRE VICTIM 250
    SERGEY ORLICHENKO
    59 JORDAN STREET
    SAN FAFAEL,CA94901     		NONE N/A DONATION TO FIRE VICTIM 250
    NICKI BURKE
    2289 FULTON DRIVE
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    DOUGLAS NEWTON
    3044 COFFEE LANE
    SANTA ROSA,CA95402     		NONE N/A DONATION TO FIRE VICTIM 250
    ELISE L SHAFFER
    6193 SANTA CLARA PLACE
    ROHNERT PARK,CA94928     		NONE N/A DONATION TO FIRE VICTIM 250
    STEVEN R KLAUSER
    1101 FRESNO AVENUE
    SANTA ROSA,CA95407     		NONE N/A DONATION TO FIRE VICTIM 250
    RICHARD RAY
    1240 LOMBARDI LANE
    SANTA ROSA,CA95407     		NONE N/A DONATION TO FIRE VICTIMS 250
    DAVID PARMENTER
    1195 A SOUTH MAIN STREET
    WILLITS,CA95490     		NONE N/A DONATION TO FIRE VICTIM 250
    SHIRLENE GILMAN
    476 WEST COLLEGE AVENUE
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    KEVIN LANE
    1152 ADRIAN WAY
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    BEVERLY CARTER
    PO BOX 1616
    FORESTVILLE,CA95436     		NONE N/A DONATION TO FIRE VICTIM 250
    SANDRA LONG
    1030 HAROLD LANE
    HEALDSBURG,CA95448     		NONE N/A DONATION TO FIRE VICTIM 250
    JEREMIAH TAYLOR
    6284 OLD REDWOOD HWY
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    PAT CRISCO
    4501 LA BATH
    SANTA ROSA,CA95407     		NONE N/A DONATION TO FIRE VICTIM 250
    BARBARA SLADE
    3791 SELVAGE ROAD
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    CYNTHIA ENGLISH
    756 POWELL AVENUE
    HEALDSBURG,CA95548     		NONE N/A DONATION TO FIRE VICTIM 250
    CLARICE MCCOY
    13877 DANIELS LANE
    REDDING,CA96003     		NONE N/A DONATION TO FIRE VICTIM 250
    OTTO LANG
    2396 WHITEWOOD DRIVE
    SANTA ROSA,CA95407     		NONE N/A DONATION TO FIRE VICTIM 250
    CHRISTINE MONTGOMERY
    3850 SELVAGE ROAD
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    JAMES ROBINSON
    426 EDGEWOOD ROAD
    SAM MATEO,CA94402     		NONE N/A DONATION TO FIRE VICTIM 250
    STEVEN MORROW
    439 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    JOHN TRIGLIA
    14790 EAGLE NEST LANE
    GUERNEVILLE,CA95446     		NONE N/A DONATION TO FIRE VICTIM 250
    ALEX MARSHALL
    1601 NEOTOMAS AVENUE
    SANTA ROSA,CA95405     		NONE N/A DONATION TO FIRE VICTIM 250
    LLOYD GROSS
    PO BOX 1690
    RHONERT PARK,CA94927     		NONE N/A DONATION TO FIRE VICTIM 250
    INGER J SIMONSEN
    479 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    JOE HUSARY
    2094 NORTHFIELD DRIVE
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    EDWARD FLORES
    PO BOX 1964
    WINDSOR,CA95492     		NONE N/A DONATION TO FIRE VICTIM 250
    ERLINDA PALAPUZ
    PO BOX 6213
    SANTA ROSA,CA95406     		NONE N/A DONATION TO FIRE VICTIM 250
    JANIECE PERSI
    669 MAGNOLIA AVENUE
    LARKSPUR,CA94939     		NONE N/A DONATION TO FIRE VICTIM 250
    IAN MCKINNIE
    567 EILEEN COURT
    RHONERT PARK,CA94928     		NONE N/A DONATION TO FIRE VICTIM 250
    KAY HOUMIS
    901 HOLYOKE STREET
    SAN FRANCISCO,CA94134     		NONE N/A DONATION TO FIRE VICTIM 250
    MARIE R SCHUCK
    166 SHOREHAM WAY
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    RACHAEL CRAWFORD
    1916 PETERSON LANE
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    MARJORIE ROUSH
    566 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    TERRY ANDREW
    560 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    JUDY BELL
    160 PLAZA DRIVE
    SANTA ROSA,CA95407     		NONE N/A DONATION TO FIRE VICTIM 250
    YVONNE RAWHOUSER
    922 ORCHARD STREET
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    GRACE BOMMARITO
    720 DEAVER STREET APT C
    SANTA ROSA,CA95404     		NONE N/A DONATION TO FIRE VICTIM 250
    KENNETH SIMAS
    520 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    CARMA SIMONSEN
    512 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    BRANCHI SMITH
    1007 W COLLEGE AVE
    BOX 170
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    ISABEL VALDEZ
    8499 LA SALLE AVENUE
    COTATI,CA94931     		NONE N/A DONATION TO FIRE VICTIM 250
    VICTOR OTERI
    PO BOX 11103
    SANTA ROSA,CA95406     		NONE N/A DONATION TO FIRE VICTIM 250
    CARL BRANSON
    1907 GENOA PLACE
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    HELEN BELL
    PO BOX 1034
    SANTA ROSA,CA95402     		NONE N/A DONATION TO FIRE VICTIM 250
    ROBERT J MORGAN
    133 SAVANNAH WAY
    WINDSOR,CA95492     		NONE N/A DONATION TO FIRE VICTIM 250
    THERESA UDALL
    2777 YULUPA AVENUE 167
    SANTA ROSA,CA95405     		NONE N/A DONATION TO FIRE VICTIM 250
    LON SALZA
    8876 OCCIDENTAL ROAD
    SEBASTOPOL,CA95472     		NONE N/A DONATION TO FIRE VICTIM 250
    WINNEFORD DAVIS
    PO BOX 336
    GRATON,CA95444     		NONE N/A DONATION TO FIRE VICTIMS 250
    DOROTHY HUGHES
    1611 NEOTOMAS AVENUE
    SANTA ROSA,CA95405     		NONE N/A 95405 250
    OFELIA RAZO
    2305 CROSS AVENUE
    SANTA ROSA,CA95401     		NONE N/A DONATION TO FIRE VICTIM 250
    GARY LARSON
    PO BOX 4294
    SANTA ROSA,CA95402     		NONE N/A DONATION TO FIRE VICTIM 250
    THONG VAN LUONG
    917 GOLF COURSE DRIVE
    RHONERT PARK,CA94928     		NONE N/A DONATION TO FIRE VICTIM 250
    ALBERT RODRIGUEZ
    438 ANGELUS STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    ERNESTO VASQUEZ
    547 BILTMORE STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    JESSICA TUNIS
    501 BILTMORE STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    MARY ANNE VOLKMAN
    133 PICADILLY PL APT G
    SAN BRUNO,CA94066     		NONE N/A DONATION TO FIRE VICTIM 250
    GERALD E OHMAN
    557 COLUMBIA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    RALPH FATA
    561 PARAMOUNT STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    STEVE HINMAN
    562 PARAMOUNT STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    ANTHONY LEAF
    463 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    SHANNON WEAVER
    289 ESTEBAN WAY
    SAN JOSE,CA95119     		NONE N/A DONATION TO FIRE VICTIM 250
    JOYANNAH LONNES
    519 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    JOHN WINTER
    567 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    SANDRA CASSIDY
    536 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    LOUISE SMITH
    468 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    FRANCISCO AQUIPA OVALLE SR
    432 SAHARA STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    KIMBERLY WITTIG
    484 BILTMORE STREET
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    BARBARA NAVA
    231 SAN BENITO RD
    BRISBANE,CA94005     		NONE N/A DONATION TO FIRE VICTIM 250
    KENNETH NELSON
    PO BOX 1390
    PETALUMA,CA94954     		NONE N/A DONATION TO FIRE VICTIM 250
    SUE SINNOTT
    10124 SONOMA CREEK DRIVE
    ELK GROVE,CA95624     		NONE N/A DONATION TO FIRE VICTIM 250
    TOM KHAM VENETHONGKHAM
    C/O CAPITAL ESTATES
    6701 63RD STREET
    SACRAMENTO,CA95828     		NONE N/A DONATION TO FIRE VICTIM 500
    TIMOTHY M MCCORD
    117 SYCAMORE PKWY
    OROVILLE,CA95966     		NONE N/A DONATION TO FIRE VICTIM 250
    FRED RAAB
    2360 MENDOCINO AVE
    SUITE A2-377
    SANTA ROSA,CA95403     		NONE N/A DONATION TO FIRE VICTIM 250
    Total .................................bullet 3a 36,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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....     3 232  
    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)..   232  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    232
    (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 (2019)
    Form 990-PF (2019)
    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) (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
    Yes
     
    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
    1c 2,000 WMA EQUIP, PAID EMPLOYEES, OTHER ASSET
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (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
    WESTERN MANUFACTURED
    ASSOCIATION     		501(C)6 HISTORIC AND CONTINUING RELATIONSH
    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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    Name of the organization
    WMA FOUNDATION
     
    Employer identification number

    68-0474336
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    WMA FOUNDATION
          		Employer identification number
    68-0474336
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    METERMAN INC UTILITIES PRO
    27290 SCOTT ROAD
     
    MENIFEE, CA92584

    		$ 30,600


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    WMA FOUNDATION
          		Employer identification number

    68-0474336
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    WMA FOUNDATION
          		Employer identification number

    68-0474336
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 InvestmentsOtherSchedule2
    Name:
    WMA FOUNDATION
    EIN:
    68-0474336
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CD - PEOPLES NATL BANK   75,000 75,000
    MONEY MARKET ACCOUNT - RAYMOND JAMES   27,242 27,242

    TY 2017 OtherExpensesSchedule
    Name:
    WMA FOUNDATION
    EIN:
    68-0474336
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    SUPPLIES AND POSTAGE 2,264      


    TY 2017 TaxesSchedule
    Name:
    WMA FOUNDATION
    EIN:
    68-0474336
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX FILING FEE 10