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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ATKINSON FOUNDATION
C/O PACIFIC FOUNDATION SERVICES
Number and street (or P.O. box number if mail is not delivered to street address)1660 BUSH STREET NO 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94019
A Employer identification number

94-6075613
B Telephone number (see instructions)

(415) 561-6540
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$21,569,020J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,000 2,000  
4 Dividends and interest from securities... 434,578 434,578  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,494,319
b Gross sales price for all assets on line 6a 4,574,672
7 Capital gain net income (from Part IV, line 2)... 1,494,319
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 620 620  
12 Total. Add lines 1 through 11........ 1,931,517 1,931,517  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 30,700 0   12,700
c Other professional fees (attach schedule).... Click to see attachment 165,076 0   165,076
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,161 0   26,768
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 210,937 0   204,544
25 Contributions, gifts, grants paid....... 1,296,300 1,255,500
26 Total expenses and disbursements. Add lines 24 and 25 1,507,237 0   1,460,044
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 424,280
b Net investment income (if negative, enter -0-) 1,931,517
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 96,931 2,246 2,246
2 Savings and temporary cash investments......... 1,667,462 1,538,923 1,538,923
3 Accounts receivable bullet5,561
Less: allowance for doubtful accounts bullet   263 5,561 5,561
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.......... 46 732 732
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,890,713 Click to see attachment12,392,718 14,921,500
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).......... 4,873,269 Click to see attachment5,036,911 5,099,373
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment685 Click to see attachment685
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,528,684 18,977,776 21,569,020
Liabilities 17 Accounts payable and accrued expenses.......... 22,834 39,915
18 Grants payable................. 240,000 280,800
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment152,597 Click to see attachment49,912
23 Total liabilities (add lines 17 through 22)......... 415,431 370,627
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 18,113,253 18,607,149
30 Total net assets or fund balances (see instructions)..... 18,113,253 18,607,149
31 Total liabilities and net assets/fund balances (see instructions). 18,528,684 18,977,776
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
18,113,253
2
Enter amount from Part I, line 27a .....................
2
424,280
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
69,616
4
Add lines 1, 2, and 3 ..........................
4
18,607,149
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
18,607,149
Form 990-PF (2018)
Form 990-PF (2018)
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 CHARLES SCHWAB TRANSACTIONS P    
b US BANK TRANSACTIONS P    
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 2,417,536   1,967,583 449,953
b 2,157,136   1,112,770 1,044,366
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       449,953
b       1,044,366
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 1,494,319
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))
2017 1,140,816 23,043,436 0.049507
2016 990,745 20,735,316 0.047781
2015 913,829 20,393,745 0.044809
2014 726,451 20,142,118 0.036066
2013 622,407 17,905,863 0.034760
2
Total of line 1, column (d) .....................
2
0.212923
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
0.042585
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
23,487,750
5
Multiply line 4 by line 3......................
5
1,000,226
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
19,315
7
Add lines 5 and 6........................
7
1,019,541
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,460,044
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 (2018)
Form 990-PF (2018)
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 19,315
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 19,315
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,315
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 20,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 19,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 19,685
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 RefundedBullet 11 19,685
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.ATKINSONFDN.ORG
    14
    The books are in care ofbulletJULIANA GRENZEBACK Telephone no.bullet (415) 561-6540

    Located atbullet1660 BUSH STREET SUITE 300SAN FRANCISCOCA ZIP+4bullet94019
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    OLIVIA O ARANDA DIRECTOR (FORMER)
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    JEAN S ATKINSON SECRETARY
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    SUSAN R ATKINSON DIRECTOR (FORMER)
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    WILLIAM W CRANDALL JR ASST TREASURER
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    ROBERT H GRIFFIN DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    LINDA L LANIER PRESIDENT
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    STEPHEN A WAY TREASURER
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    ELIZABETH S WOODWARD DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    JOHN VOLK DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    NANCY SPENCER DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    MARGARET TAYLOR DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    JAMES AVEDISIAN ASST VP/TREASURER (FORMER)
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    DAVID RICHANBACH DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    PACIFIC FOUNDATION SERVICES MANAGEMENT FEES 165,076
    1660 BUSH STREET 300
    SAN FRANCISCO,CA94019
    THE GOLUB GROUP INVESTMENT FEES 84,672
    1850 GATEWAY DR 100
    SAN MATEO,CA94404
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    22,143,280
    b
    Average of monthly cash balances.......................
    1b
    1,702,151
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,845,431
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    23,845,431
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    357,681
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,487,750
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,174,388
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,174,388
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    19,315
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,315
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,155,073
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,155,073
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,155,073
    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
    1,460,044
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,460,044
    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
    19,315
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,440,729
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,155,073
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 8,791
    fTotal of lines 3a through e........ 8,791
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,460,044
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,155,073
    e Remaining amount distributed out of corpus 304,971
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 313,762
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		313,762
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 8,791
    e Excess from 2018.... 304,971
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 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:
    STEFANI WILLIS
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94019
    (415) 561-6540
    SWILLIS@PFS-LLC.NET
    bThe form in which applications should be submitted and information and materials they should include:
    SEE WWW.ATKINSONFDN.ORG
    cAny submission deadlines:
    SEE WWW.ATKINSONFDN.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NOT FUNDED BY FOUNDATION; GRANTS TO IND, GRANTS TO DOCTORAL STUDY OR RESEARCH, GRANTS TO INFLUENCE LEGISLATION, GRANTS TO NAT'L OR STATEWIDE PROGRAMS, DONATIONS TO OR SPONSORSHIP OF FUNDRAISING OR ANNUAL CAMPAIGNS, OR GRANTS FOR FILMS, VIDEOS, PUBLICATIONS AND CONFERENCES.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    ABLE WORKS
    1836 BAY ROAD SUITE B
    EAST PALO ALTO,CA94303     		  NON PROFIT LIVEABLE 7,500
    AIM HIGH FOR HIGH SCHOOL
    POBOX 410715
    SAN FRANCISCO,CA94141     		  NON PROFIT SUMMER LEARNING PROGRAM 10,000
    THE ARC OF SAN FRANCISCO
    1500 HOWARD STREET
    SAN FRANCISCO,CA94103     		  NON PROFIT GENERAL SUPPORT 7,500
    THE ART OF YOGA PROJECT
    555 BRYANT STREET 232
    PALO ALTO,CA94301     		  NON PROFIT GENERAL SUPPORT 10,000
    ASPIRANET (EXPERIENCE CORPS BAY AREA)
    400 OYSTER POINT BLVD SUITE 501
    SOUTH SAN FRANCISCO,CA94080     		  NON PROFIT GENERAL SUPPORT 7,500
    ASSISTANCE LEAGUE OF SAN MATEO COUNTY
    528 N SAN MATEO DR
    SAN MATEO,CA94401     		  NON PROFIT OPERATION SCHOOL BELL 5,000
    AYUDANDO LATINOS A SONAR
    POBOX 961
    EL GRANADA,CA94018     		  NON PROFIT COMMUNITY MENTAL HEALTH SERVICES 10,000
    BIG BROTHERS BIG STISITERS OF THE BAY AREA
    65 BATTERY STREET
    SAN FRANCISCO,CA94111     		  NON PROFIT GENERAL SUPPORT FOR COMMUNITY BASED MENTORING, WITH A FOCUS ON SAN MATEO COUNTY YOUTH 7,500
    BOYS & GIRLS CLUB OF THE COASTSIDE
    POBOX 545 600 CHURCH STREET
    HALF MOON BAY,CA94019     		  NON PROFIT BUILDING THE DREAM 50,000
    BOYS & GIRLS CLUB OF THE COASTSIDE
    POBOX 545 600 CHURCH STREET
    HALF MOON BAY,CA94019     		  NON PROFIT COUNT ME IN 15,000
    BOYS & GIRLS CLUB OF THE PENINSULA
    401 PIERCE ROAD
    MENLO PARK,CA94025     		  NON PROFIT HIGH SCHOOL SUCCESS PROGRAM 10,000
    BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT
    POBOX 3316
    REDWOOD CITY,CA94064     		  NON PROFIT GENERAL SUPPORT FOR BUILD BAY AREA 10,000
    CALIFORNIA CLUBHOUSE INC
    210 INDUSTRIAL ROAD SUITE 102
    SAN CARLOS,CA94070     		  NON PROFIT TO ENHANCE THE "WELLNESS WORKS"PROGRAM FOCUSING ON FOUR PILLARS OF WELLNESS:NUTRITION, PHYSICAL ACTIVITY WELLNESS EDUCATION AND SOCIO-EMOTIONAL WELLNESS 10,000
    CASA OF SAN MATEO
    330 TWIN DOLPHIN DRIVE SUITE 139
    REDWOOD CITY,CA94065     		  NON PROFIT GENERAL PROGRAM SUPPORT 10,000
    CATHOLIC CHARITIES CYO
    990 EDDY STREET
    SAN FRANCISCO,CA94109     		  NON PROFIT CATHOLIC CHARITIES ADULT DAY SERVICES SAN MATEO COUNTY (ADS SMC) 7,500
    CHRISTIAN ACTION LIFE LINE
    139 PRIMROSE ROAD
    BURLINGAME,CA94010     		  NON PROFIT GENERAL SUPPORT FUNDING FOR THE COMMUNITY PANTRY PROGRAM 10,000
    CITY OF REDWOOD CITY
    2600 MIDDLEFIELD ROAD
    REDWOOD CITY,CA94063     		  NON PROFIT FAIR OAKS COMMUNITY CENTER INFORMATION AND REFERAAL PROGRAM 5,000
    CLEO EULAU CENTER FOR CHILDREN AND ADOLESCETS (ACKNOWLEDGE ALLIANCE)
    2483 OLD MIDDLEFIELD WAY SUITE 201
    MOUNTAIN VIEW,CA94043     		  NON PROFIT COLLABORATIVE COUNSELING AND TRANSITION PROGRAM 7,500
    COASTSIDE CHILD DEVELOPMENT CENTER
    POBOX 84
    HALF MOON BAY,CA94019     		  NON PROFIT SUPPORT FOR SUBSIDIZED CHILD CARE AND EDUCATION AS WELL AS EARLY INTERVENTION AND SERVICES FOR AT-RISK CHILDREN. 10,000
    COASTSIDE CHILD'S PROGRAMS
    494 MIRAMONTES AVENUE
    HALF MOON BAY,CA94019     		  NON PROFIT GENERAL SUPPORT PRESCHOOL EXPANSION THROUGH ADDITIONAL STAFF 10,000
    COMMUNITY GATEPATH
    350 TWIN DOLPHIN DRIVE SUITE 123
    REDWOOD CITY,CA94065     		  NON PROFIT INDIVIDUAL PLACEMENT EMPLOYMENT FOR PERSONS WITH DISABILITIES 10,000
    COMMUNITY INITIALTIVESHPBA
    1000 BROADWAY SUITE 480
    OAKLAND,CA94607     		  NON PROFIT GENERAL SUPPORT FOR HARMONY PROJECT BAY AREA 5,000
    COMMUNITY LEGAL SERVICES OF EAST PALO ALTO
    1861 BAY ROAD
    EAST PALO ALTO,CA94303     		  NON PROFIT GENERAL SUPPORT 10,000
    COMMUNITY SCHOOL OF MUSIC AND ARTS
    230 SAN ANTONIO CIRCLE
    MOUNTAIN VIEW,CA94040     		  NON PROFIT ART4SCHOOLS & MUSIC4SCHOOLS 7,500
    CONSEVATION EARTH (WILDMIND SCIENCE LEARNING)
    POBOX 3098 1794 HIGGINS CANYON ROAD
    HALF MOON BAY,CA94019     		  NON PROFIT WILDLIFE ASSOCIATES' AT-RISK YOUTH PROGRAM 5,000
    CURIODYSSEY
    1651 COYOTE POINT DRIVE
    SAN MATEO,CA94401     		  NON PROFIT GENERAL SUPPORT 50,000
    THE DALY CITY PUBLIC LIBRARY ASSOCIATES
    POBOX 3283
    DALY CITY,CA94015     		  NON PROFIT BRIDGING THE TECH GAP UTILIZING LIBRARY RESOURVES BY THE VREATION OF A "CHECK OUT" PROGRAM FOR LAPTOPS, SUCH AS CHROMEBOOKS, AND WIRELESS HOT SPOTS. 5,000
    DRAWBRIDGE AN ARTS PROGRAM FOR HOMELESS CHILDREN
    POBOX 2698
    SAN RAFAEL,CA94912     		  NON PROFIT DRAWBRIDGE WEEKLY ART PROGRAM FOR HOMELESS CHILDEN AT HAVEN FAMILY HOUSE IN MENLO PARK 7,500
    EASTSIDE COLLEGE PREPARATORY SCHOOL
    1041 MYRTLE STREET
    EAST PALO ALTO,CA94303     		  NON PROFIT 2018 SUMMER SESSION 10,000
    EDUCATION OUTSIDE
    135 VAN NESS AVENUE SUITE 408
    SAN FRANCISCO,CA94102     		  NON PROFIT BRINGING THE NEW SCHOOL DAY TO NEW SAN MATEO COMMUNITIES 10,000
    EL CENTRO DE LIBERTADTHE FREEDOM CENTER
    500 LLERTON
    REDWOOD CITY,CA94063     		  NON PROFIT FOR RURAL COASTSIDE YOUTH AND ADULT SUBSTANCE USE INTERVENTION EFFORTS ESIGNED TO IMPROVE THE PHYSICAL AND EMOTIONAL HEALTH OF YOUTH, ADULTS, FAMILIES, AND COMMUNITIYES LIVING IN RURAL COMMUNITIES. 15,000
    ENVIRONMENTAL VOLUNTEERS
    2500 EMBARCADERO ROAD
    PALO ALTO,CA94303     		  NON PROFIT SAN MATEO COUNTY SCHOOL SCIENCE PROGRAM 7,500
    FAITH IN ACTION BAY AREA
    1336 ARROYO AVENUE
    SAN CARLOS,CA94070     		  NON PROFIT SAN MATEO RAPID RESPONSE NETWORK 15,000
    FOUNDATION FOR A COLLEGE EDUCATION
    2160 EUCLID AVE
    EAST PALO ALTO,CA94303     		  NON PROFIT MITIGATING CRITICAL JUNCTURE POINTS FOR STUDENTS OF COLOR 10,000
    FOUNDATION FOR STUDENTS RISING ABOVE
    POBOX 192492
    SAN FRANCISCO,CA94119     		  NON PROFIT COLLEGE AND WORKFORCE SEVICES FOR SAN MATEO COUNTY STUDENTS 10,000
    FREE AT LAST
    1796 BAY ROAD
    EAST PALO ALTO,CA94303     		  NON PROFIT FREE AT LAST GENERAL OPERATING SUPPORT 5,000
    FRESH LIFELINES FOR YOUTH INC
    568 VALLEY WAY
    MILPITAS,CA95035     		  NON PROFIT FLY LAW + LEADERSHIP PROGRAM FOR SMC YOUTH 7,500
    FRIENDS FOR YOUTH
    1741 BROADWAY
    REDWOOD CITY,CA94063     		  NON PROFIT MENTORING & COMMUNITY CONNECTIONS 7,500
    FRIENDS FOF HUDDART AND WUNDRLICH PARKS
    POBOX 620767
    WOODSIDE,CA94062     		  NON PROFIT EXPANDING ACCESS TO NATURE AT HUDDART AND WUNDERLICH PARKS TO SERVE 1,850 PEOPLE INCLUDING 600 LOW-INCOME YOUTH AND 150 PEOPLE WITH HEALTH AND MOBILITY CHALLENGES. 5,000
    GIRL SCOUTS OF NORTHERN CALIFORNIA
    1650 HARBOR BAY PARKWAY SUITE 100
    ALAMEDA,CA94502     		  NON PROFIT DAUGHTERS OF FARM WORKERS 10,000
    HABITAT FOR HUMANITY
    500 WASHINGTON ST SUITE 250
    SAN FRANCISCO,CA94941     		  NON PROFIT GENERAL SUPPORT 10,000
    THE HEAL PROJECT
    POBOX 3051
    HALF MOON BAY,CA94019     		  NON PROFIT GENERAL SUPPORT 5,000
    HEALTH CONNECTED
    480 JAMES AVENUE
    REDWOOD CITY,CA94062     		  NON PROFIT REVENSWOOD AND REDWOOD CITY SEXUAL HEALTH EDUCATION PROJECT 10,000
    HILLCREST CHAPLAINCY & MINISTRIES
    1544 CAROL AVENUE
    SAN MATEO,CA94402     		  NON PROFIT PROGRAM AREA: COMMUNITY, REHABILITAION, CHILREN AND YOUTH, CHURCHES, ECUMENICAL (CHRISTIAN), SOCIAL SERVICE OUTREACH, RELIGIOUS EDUCATIONPROGRAM AREA: COMMUNITY, REHABILITATION, CHILDREN AND YOUTH, CHURCHES, ECUMENICAL (CHRISTIAN), SOCIAL SERVICE OUTREACH, RELIGIOUS EDUCATION 5,000
    HILLER AVIATION INSTITUTE
    601 SKYWAY ROAD
    SAN CARLOS,CA94070     		  NON PROFIT ACADEMIC SCHOOL FIELD TRIPS FOR LOW INCOME SCHOOLS 5,000
    HOME AND HOPE
    1720 EL CAMINO REAL 7
    BURLINGAME,CA94010     		  NON PROFIT EMERGENCY ROTATION SHELTER SERVICE 10,000
    HOMEWORK CENTRAL
    POBOX 6687
    SAN MATEO,CA94403     		  NON PROFIT AFTER SCHOOL TUTORING PROGRAM TO BRIDGE THE EDUCATIONAL DIVIDE 15,000
    HUMAN INVESTMENT PROJECT
    800 SOUTH CLAREMONT STREET SUITE
    210
    SAN MATEO,CA94402     		  NON PROFIT GENERAL SUPPORT 7,500
    INSTITUTO LABORAL DE LA RAZA INC
    949 NAPLES STREET
    SAN FRANCISCO,CA94103     		  NON PROFIT IN SUPPORT OF SAN MATEO COUNTY'S WORKING POOR 10,000
    INTERSECTION FOR THE ARTS (THE BEAT WITHIN)
    POBOX 34310 1448 MARKET STREET
    SAN FRANCISCO,CA94102     		  NON PROFIT THE BEAT WITHIN WRITING AND CONVERSATION WORKSHOP IN SAN MATEO COUNTY JUVENILE HALL 10,000
    JASPER RIDGE FARM
    2995 WOODSIDE ROAD 620924
    WOODSIDE,CA94062     		  NON PROFIT WE ARE REQUESTING SUPPORT FOR OUR HORSEBUDDIES PROGRAM. 10,000
    JEFFERSON UNION HIGH SCHOOL DISTRICT (DALY CITY YOUTH HEALTH CENTER)
    699 SERRAMONTE BOULEVARD SUITE 100
    DALY CITY,CA94015     		  NON PROFIT CAPITAL & GROWTH CAMPAIGN FOR DALY CITY HEALTH YOUTH CENTER 100,000
    JEWISH COMMUNITY RELATIONS COUNCIL (JEWISH COALITION FOR LITERACY)
    131 STEUART STREET SUITE 205
    SAN FRANCISCO,CA94105     		  NON PROFIT TUTORING, PARENT DEUCATION AND BOOK COLLECTIONS 10,000
    JOBTRAIN INC
    1200 OBRIEN DRIVE
    MENLO PARK,CA94022     		  NON PROFIT CAREER TRAINING AND PLACEMENT PROGRAMS (GENERAL SUPPORT) 7,500
    KARA
    457 KINGSLEY AVENUE
    PALO ALTO,CA94301     		  NON PROFIT GENERAL SUPPORT FOR GRIEF SUPPORT AND CIRSIS INTERVENTION AND EDUCATION FOR VULUNERABLE POPULATIONSGENERAL SUPPORT FOR GRIEF SUPPORT AND CRISIS INTERVENTION AND EDUCATION FOR VULNERBLE POPULATIONSGENERAL SUPPORT FOR GRIEF SUPPORT AND CRISIS INTERCENTION AND EDUCATION FOR VULNERABLE POPULATIONS 10,000
    LATINO COMMISSION ON DRUG AND ALCOHOL ABUSE SERVICES OF SAN MATEO COUNTY
    1001 SNEATH LANE STE 307
    SAN BRUNO,CA94066     		  NON PROFIT ENTRE FAMILIA OUTPATIENT SERVIES 7,500
    LEAP ARTS IN EDUCATION
    2601 MISSION STREET SUITE 603
    SAN FRANCISCO,CA94105     		  NON PROFIT ARTIST-IN-RESIDENCE PROGRAM, SAN MATEO COUNTY 7,500
    LOAVES & FISHES FAMILY KITCHEN
    1534 BERGER DRIVE
    SAN JOSE,CA95112     		  NON PROFIT HOT NUTRITIOUS MEAL PROGRAM 10,000
    MENTAL HEALTH ASSOCIATION OF SAN MATEO COUNTY
    2686 SPRING STREET
    REDWOOD CITY,CA94063     		  NON PROFIT RESIDENT ASSISTANT MENTOR (RAM) PROGRAM 15,000
    MID-PENINSULA BOYS & GIRLS CLUB INC
    200 NORTH QUEBEC STREET
    SAN MATEO,CA94401     		  NON PROFIT GENERAL SUPPORT 10,000
    MUSIC FOR MINORS
    1100 INDUSTRIAL RD STE 10
    SAN CARLOS,CA94070     		  NON PROFIT MUSIC FOR MINORS (MFM) IN-SCHOOL MUSIC EDUCATION PROGRAM 5,000
    MY NEW RED SHOES
    330 TWIN DOLPHIN DRIVE SUITE 135
    REDWOOD CITY,CA94065     		  NON PROFIT CLOTHING FOR CONFIDENCE 5,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS-SAN MATEO COUNTY
    1650 BOREL PLACE 130
    SAN MATEO,CA94403     		  NON PROFIT GENERAL OPERATING SUPPORT 15,000
    NATIONAL CENTER FOR EQUINE FACILITATED THERAPY
    880 RUNNYMEDE RD
    WOODSIDE,CA94062     		  NON PROFIT NCEFT REQUESTS $10,000 TO FUND GENERAL OPERATIONS FOR THE FISCAL YEAR 2018/2019. 10,000
    NATIONAL HEPATITIS EDUCATION AND WELLNESS CENTER
    14407 BIG BASIN WAY SUITE F
    SARATOGA,CA94070     		  NON PROFIT TO PROVIDE TRAINING FOR AGENCY STAFF WHO SERVE EAST PALO ALTO RESIDENTS 10,000
    NORTH VALLEY COMMUNITY FOUNDATION
    240 MAIN ST SUITE 200
    CHICO,CA95928     		  NON PROFIT CAMP FIRE RELIEF FUND 50,000
    OMBUDSMAN SERVICES OF SAN MATEO COUNTY INC
    711 NEVADA ST
    REDWOOD CITY,CA94061     		  NON PROFIT GENERAL SUPPORT 10,000
    ONE LIFE COUNSELING CENTER
    961 LAUREL STREET SUITE 203
    SAN CARLOS,CA94070     		  NON PROFIT BUILDING RESILIENCY FOR HIGH NEEDS AND ECONOMICALLY DISADVANTAGED STUDENTS IN SPECIAL DAY CLASSES IN REDWOOD CITY 7,500
    PACIFICA SCHOOL VOLUNTEERS
    375 REINA DEL MAR
    PACIFICA,CA94044     		  NON PROFIT FOR PACIFICA SCHOOL VOLUNTEERS LITERACT CHAMPIONS PROGRAM 10,000
    PALO ALTO ART CENTER FOUNDATION
    1313 NEWELL ROAD
    PALO ALTO,CA94303     		  NON PROFIT CULTURAL KALEIDOSCOPE 5,000
    PENINSULA CONFLICT RESOLUTION CENTER
    1660 SOUTH AMPHLETT BLVD SUITE 219
    SAN MATEO,CA94402     		  NON PROFIT GENERAL OPERATING SUPPORT 7,500
    PIE RANCH
    POBOX 363
    PESCADERO,CA94060     		  NON PROFIT HEALTH & VOCATIONAL EDUCATION FOR SAN MATEO COUNTY YOUTH 10,000
    PLANNED PARENTHOOD MAR MONTE INC
    1691 THE ALAMEDA
    SAN JOSE,CA95126     		  NON PROFIT PROMOTING HEALTH AND ACCESS TO CARE FOR UNDERSERVED COMMUNITIES IN SAN MATEO COUNTY 10,000
    PUENTE DE LA COSTA SUR
    POBOX 554
    PESCADERO,CA94060     		  NON PROFIT GENERAL SUPPORT 25,000
    RAVENSWOOD EDUCATION FOUNDATION
    POBOX 396
    MENLO PARK,CA94026     		  NON PROFIT RAVENSWOOD MENTAL HEALTH INITIATIVE 5,000
    READING PARTNERS
    600B VALLEY WAY
    MILPITAS,CA95035     		  NON PROFIT READING PARTNERS: INDIVIDUALIZED ONE-ON-ONE LITERACY TUTORING IN SAN MATEO COUNTY 7,500
    REBUILDING TOGETHER PENINSULA
    841 KAYNYNE ST
    REDWOOD CITY,CA94063     		  NON PROFIT GENERAL SUPPORT 15,000
    REDWOOD CITY POLICE ACTIVITIES LEAGUE
    3399 BAY ROAD
    REDWOOD CITY,CA94063     		  NON PROFIT HEALTHY LIFESTYLES INITIATIVE: HEALTH AND WELLNESS YOUTH CLUB, HEALTHY LIFESTYLE COACHING, AND CO-MER-COMUNIDA MERCADO 10,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA
    2801 SECOND STREET
    DAVIS,CA95618     		  NON PROFIT ELKUS RANCH SCHOLARSHIP PROGRAM SUPPORT 7,000
    RENAISSANCE ENTREPRENEURSHIP CENTER
    275 FIFTH ST
    SAN FRANCISCO,CA94103     		  NON PROFIT GENERAL SUPPORT 5,000
    RESOURCE AREA FOR TEACHING
    1355 RIDDER PARK DRIVE
    SAN JOSE,CA95131     		  NON PROFIT SAN MATEO COUNTY EDUCATOR OYTREACH 5,000
    RISE-REACHING AND INSPIRING SUCCESS THROUGH EDUCATION CORP
    POBOX 1983
    LOS ALTOS,CA94023     		  NON PROFIT GENERAL OPERATING COSTS ASSOCIATED WITH THE RISE AFTER SCHOOL PROGRAMHRNRTSL OPERATING COSTS ASSOCIATED WITH THE RISE AFTER SCHOOL PROGRAM 5,000
    ROTACARE BAY AREA INC
    514 VALLEY WAY
    MILPITAS,CA95035     		  NON PROFIT GENERAL SUPPORT FOR HEALTH SAFETY NET SERVICES IN SAN MATEO COUNTY 10,000
    SAMARITAN HOUSE
    4031 PACIFIC BLVD
    SAN MATEO,CA94403     		  NON PROFIT SAMARITAN HOUSE CLIENT SERVICES AND FOOD PROGRAM 25,000
    SAN MATEO COUNTY COMMUNITY COLLEGE FOUNDATION
    3401 CSM DRIVE
    SAN MATEO,CA94402     		  NON PROFIT THE ATKINSON FOUNDATION SCHOLARSHIP FOR CANADA COLLEGE, COLLEGE OF SAN MATEO AND SKYLINE COLLEGE 21,000
    SAN MATEO COUNTY HISTORICAL ASSOCIATION
    2200 BROADWAY
    REDWOOD CITY,CA94063     		  NON PROFIT FURNISHING PLAN TO PROVIDE HISTORIC INTERPRETATION FOR SANCHEZ ADOBE AT THE SANCHEZ ADOBE HISTORIC PARK IN PACIFICA 25,000
    SAN MATEO COUNTY PARKS AND RECREATION FOUNDATION
    1701 COYOTE POINT ROAD
    SAN MATEO,CA94401     		  NON PROFIT IMPROVING ACCESS FOR VISITORS AT SANCHEZ ADOBE HISTORIC SITE, PACIFICA, CA 10,000
    SAN MATEO COUNTY SHERIFFS ACTIVITIES LEAGUE
    3151 EDISON WAY
    REDWOOD CITY,CA94063     		  NON PROFIT SAL LITERACY PROGRAM AT MOONRIDGE; MENTORING PROGRAM WITH PILARCITOS AND CHUNHA; AND EMPOWERING YOUNG WOMEN AT HALF MOON BAY.SAL LITERACY PROGRAM AT MOONRIDGE; MENTORING PROGRAM WITH PILARCITOS AND CUNHA; AND EMPOWERING YOUNG WOMEN AT HALF MOON BAY. 10,000
    SAN MATEO POLICE ACTIVITIES LEAGUE
    200 FRANKLIN PARKWAY
    SAN MATEO,CA94403     		  NON PROFIT SAN MATEO POLICE ACTIVITIES LEAGUE PROGRAMS 7,500
    SAN MATEO PUBLIC LIBRARY FOUNDATION
    55 WEST THIRD AVENUE
    SAN MATEO,CA94402     		  NON PROFIT LITERACY OUTREACH EXPANSION CONTINUED SUPPORT 10,000
    SCIENCE FROM SCIENTISTS INC
    533 AIRPORT BLVD SUITE 135
    BURLINGAME,CA94010     		  NON PROFIT IN-SCHOOL MODULE-BASED STEM ENRICHMENT PROGRAM 7,500
    SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MATEO COUNTIES
    750 CURTNER AVE
    SAN JOSE,CA95125     		  NON PROFIT BUILDING A HEALTHIER COMMUNITY (GENERAL SUPPORT FOR SAN MATEO COUNTY SERVICES) 10,000
    SERVICE LEAGUE OF SAN MATEO COUNTY
    727 MIDDLEFIELD ROAD
    REDWOOD CITY,CA94063     		  NON PROFIT EDUCATION & THERAPY PROGRAM SUPPORT FOR HOPE HOUSE FOR WOMEN & INFANTS 10,000
    SILICON VALLEY EDUCATION FOUNDATION
    1400 PARKMOOR AVENUE SUITE 200
    SAN JOSE,CA95126     		  NON PROFIT MATH ACCELERATION PROGRAM (MAP) 5,000
    SILICON VALLEY URBAN DEBATE LEAGUE
    SOBRATO CENTER FOR NONPROFITS
    MILPITAS,CA95035     		  NON PROFIT URBAN DEBATE REVOLUTION SAN MATEO COUNTY 7,500
    SMALL SCHOOLS FOR EQUITY
    15ONONDAGA AVE 12217
    SAN FRANCISCO,CA94112     		  NON PROFIT UNIDOS FOR FREEDOM-IMMIGRANT YOUTH LEADERSHIP PROJECT 5,000
    THE SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO COUNTY
    50 NORTH B STREET
    SAN MATEO,CA94401     		  NON PROFIT GENERAL SUPPORT 7,500
    SONRISAS DENTAL HEALTH
    430 N EL CAMINO REAL
    SAN MATEO,CA94401     		  NON PROFIT GERIATRIC DENTISTRY IN THE COASTSIDE AND MID-PENINSULA AREA OF SAN MATEO COUNTY: UNCOMPENSATED ORAL HEALTH CARE FOR SENIORS IN SAN MATEO COUNTY 7,500
    SOUTH COUNTY COMMUNITY HEALTH CENTER (RAVENSOOD FAMILY HEALTH CETER)
    1885 BAY ROAD
    EAST PALO ALTO,CA94303     		  NON PROFIT GENERAL OPERATING SUPPORT FOR RAVENWOOD FAMILY HEALTH VENTER 15,000
    SOUTH SAN FRANCISO FRIENDS OF THE LIBRARY (PROJECT READ - NORTH SAN MATEO)
    840 WEST ORANGE AVENUE
    SOUTH SAN FRANCISCO,CA94080     		  NON PROFIT FINANCIAL WELL BEING FOR ADULT LITERACY STUENT AND LOW-INCOME IMMIGRANTS THROUGH PROJECT READ-NORTH SAN MATEO COUNTY 10,000
    STARVISTA
    610 ELM STREET SUITE 212
    SAN CARLOS,CA94070     		  NON PROFIT GENERAL SUPPORT 10,000
    SUCCESS CENTER SAN FRANCISCO
    146 S SPRUS AVE
    SOUTH SAN FRANCISCO,CA94080     		  NON PROFIT YOUTH CONNECTION CENTER 7,500
    TEEN SUCCESS INC
    508 VALLEY WAY
    MILPITAS,CA95035     		  NON PROFIT EAST PALO ALTO /REDWOOD CITY TEEN SUCCESS PROGRAM 7,500
    TWBD INC(FREEDOM HOUSE)
    POBOX 2065
    BURLINGAME,CA94011     		  NON PROFIT MONARCH SHELTER FOR HUMAN-TRAFFICKING SURVIVORS 5,000
    UNITED METHODIST CHURCH OF BURLINGAME
    1443 HOWARD AVE
    BURLINGAME,CA94010     		  NON PROFIT GENERAL SUPPORT 5,000
    UPWARD SCHOLARS
    3481 JANICE WAY
    PALO ALTO,CA94303     		  NON PROFIT IMMIGRANT SUPPORT FOR SAN MATEO COMMUNITY COLLEGE STUDENTS 10,000
    VIDA VERDE NATURE EDUCATION
    3540 LA HONDA ROAD
    SAN GREGORIO,CA94074     		  NON PROFIT CAPITAL GRANT TOWARDS PURCHASE OF LAND 20,000
    VIDA VERDE NATURE EDUCATION
    3540 LA HONDA ROAD
    SAN GREGORIO,CA94074     		  NON PROFIT MULTI-DAY ENVIRONMENTAL EDUCATION EXPERIENCE FOR STUDENTS FROM LOW-INCOME, BAY AREA SCHOOLS 7,500
    VISTA CENTER FOR THE BLIND AND VISUALLY IMPARED
    2500 EL CAMINO REAL SUITE 100
    PALO ALTO,CA94306     		  NON PROFIT VISION LOSS REHABILITATION PROGRAM FOR SENIORS 5,000
    YMCA OF SAN FRANCISCO
    50 CALIFORNIA STREET SUITE 650
    SAN FRANCISCO,CA94111     		  NON PROFIT GENERAL SUPPORT 7,500
    YMCA OF SILICON VALLEY
    LEWIS AND JOAN PLATT EAST PALO ALTO
    FAMILY YMCA
    SANTA CLARA,CA95051     		  NON PROFIT LEWIS AND JOAN PLATT EAST PALO ALTO FAMILY YMCA'S YOUTH AND GOVERNMENT PROGRAM 10,000
    YOUTH COMMUNITY SERVICE
    705 ALESTER AVE ROOM 4
    PALO ALTO,CA94303     		  NON PROFIT GENERAL SUPPORT 10,000
    Total .................................bullet 3a 1,255,500
    bApproved for future payment
    CURIODYSSEY
    1651 COYOTE POINT DRIVE
    SAN MATEO,CA94401     		  NON PROFIT GENERAL SUPPORT 200,000
    BOYS & GIRLS CLUB OF THE COASTSIDE
    POBOX 545 600 CHURCH STREET
    HALF MOON BAY,CA94019     		  NON PROFIT BUILDING THE DREAM! 50,000
    VIDA VERDE NATURE EDUCATION
    3540 LA HONDA ROAD
    SAN GREGORIO,CA94074     		  NON PROFIT CAPITAL GRANT TOWARDS PURCHASE OF LAND 20,000
    FOUNDATION CENTER
    312 SUTTER STREET SUITE 606
    SAN FRANCISCO,CA94108     		  NON PROFIT GENERAL SUPPORT 3,000
    THRIVE ALLIANCE
    330 TWIN DOLPHIN DRIVE SUITE 155
    REDWOOD CITY,CA94065     		  NON PROFIT GENERAL SUPPORT 7,800
    Total .................................bullet 3b 280,800
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2,000  
    4 Dividends and interest from securities....     14 434,578  
    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.....     14 620  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,494,319  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,931,517 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,931,517
    (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 (2018)
    Form 990-PF (2018)
    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
     
    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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 30,700 0   12,700

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES 12,392,718 14,921,500

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 3,242,469 3,333,873
    FIXED INCOME FMV 1,794,442 1,765,500

    TY 2018 OtherAssetsSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXCISE TAX 0 685 685


    TY 2018 OtherExpensesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIPS 1,500 0   1,500
    INSURANCE 1,302 0   1,988
    MISCELLANEOUS 113 0   113
    MEETINGS 4,979 0   4,979
    FILING FEES 230 0   0
    BANK FEES 849 0   0
    EHC RETIREMENT BONUS 0 0   12,000
    LEGAL FEES 6,188 0   6,188


    TY 2018 OtherIncomeSchedule2
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS SECURITIES INCOME 620 620 620


    TY 2018 OtherIncreasesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Amount
    DEFERRED EXCISE TAX BENEFIT 69,616


    TY 2018 OtherLiabilitiesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX PAYABLE 114,843 25,912
    DEFERRED COMPENSATION PAYABLE 36,000 24,000
    ACCRUED EXCISE TAX 1,754 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PFS MANAGEMENT FEES 165,076 0   165,076