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
THE BARBRO OSHER PRO SUECIA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1 MARKET PLAZA SPEAR TOWER NO 4025
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94105
A Employer identification number

94-3241225
B Telephone number (see instructions)

(415) 677-5922
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$5,242,104J 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) 7,332,344
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,574 1,574  
4 Dividends and interest from securities... 103,324 103,324  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,223
b Gross sales price for all assets on line 6a 12,200
7 Capital gain net income (from Part IV, line 2)... 1,223
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 10,220 220  
12 Total. Add lines 1 through 11........ 7,448,685 106,341  
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 11,508 2,300   9,208
c Other professional fees (attach schedule).... Click to see attachment 841 841   0
17 Interest............... 109 109   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,974 3,293   160
19 Depreciation (attach schedule) and depletion... Click to see attachment 289 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 541 0   541
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,262 6,543   9,909
25 Contributions, gifts, grants paid....... 2,479,800 2,479,800
26 Total expenses and disbursements. Add lines 24 and 25 2,499,062 6,543   2,489,709
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,949,623
b Net investment income (if negative, enter -0-) 99,798
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.............      
2 Savings and temporary cash investments......... 39,703 429,071 429,071
3 Accounts receivable bullet10,000
Less: allowance for doubtful accounts bullet     10,000 10,000
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.......... 430    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,077 0 0
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).......... 323,410 Click to see attachment4,802,494 4,802,494
14 Land, buildings, and equipment: basis bullet799
Less: accumulated depreciation (attach schedule) bullet260 1,286 Click to see attachment539 539
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 382,906 5,242,104 5,242,104
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 245,000 512,000
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 attachment0 Click to see attachment1,092
23 Total liabilities (add lines 17 through 22)......... 245,000 513,092
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 137,906 4,729,012
30 Total net assets or fund balances (see instructions)..... 137,906 4,729,012
31 Total liabilities and net assets/fund balances (see instructions). 382,906 5,242,104
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
137,906
2
Enter amount from Part I, line 27a .....................
2
4,949,623
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,087,529
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
358,517
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,729,012
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 CITI PRIVATE BANK - OSTERWEIS P    
b CITI PRIVATE BANK - OSTERWEIS P    
c CITI PRIVATE BANK - OSTERWEIS P    
d CONIFER WW - NET LOSS ON FOREIGN EXCHANGE P    
e EI FUND IV P    
CITI PRIVATE BANK - OSTERWEIS P    
CAPITAL GAINS DIVIDENDS P    
(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 2,585   2,204 381
b 8,786   7,841 945
c 741     741
d     910 -910
e     15 -15
    7 -7
88     88
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       381
b       945
c       741
d       -910
e       -15
      -7
      88
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 1,223
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 3,395,540 1,586,383 2.140429
2016 3,754,747 3,875,858 0.968752
2015 3,155,379 6,548,004 0.481884
2014 5,012,340 7,755,492 0.646296
2013 3,613,994 7,079,715 0.510472
2
Total of line 1, column (d) .....................
2
4.747833
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
0.949567
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,132,112
5
Multiply line 4 by line 3......................
5
4,873,284
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
998
7
Add lines 5 and 6........................
7
4,874,282
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,489,709
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 1,996
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 1,996
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 1,996
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 904
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,904
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 1,908
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,908 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletNONE
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (415) 677-5922

    Located atbullet1 MARKET PLAZA SPEAR TOWER NO 4025SAN FRANCISCOCA ZIP+4bullet94105
    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
    BARBRO OSHER PRESIDENT
    5.00     		0 0 0
    ONE MARKET PLAZA SPEAR TOWER SUITE
    4025
    SAN FRANCISCO,CA94105
    BERNARD OSHER VICE-PRESIDENT
    3.00     		0 0 0
    ONE MARKET PLAZA SPEAR TOWER SUITE
    4025
    SAN FRANCISCO,CA94105
    THOMAS MOFFETT CFO
    6.00     		0 0 0
    ONE MARKET PLAZA SPEAR TOWER SUITE
    4025
    SAN FRANCISCO,CA94105
    VESNA LJUNGGREN SECRETARY
    16.00     		0 0 0
    ONE MARKET PLAZA SPEAR TOWER SUITE
    4025
    SAN FRANCISCO,CA94105
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (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
    4,202,348
    b
    Average of monthly cash balances.......................
    1b
    1,007,918
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,210,266
    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
    5,210,266
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    78,154
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,132,112
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    256,606
    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
    256,606
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,996
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,996
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    254,610
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    254,610
    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
    254,610
    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
    2,489,709
    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
    2,489,709
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,489,709
    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 7 254,610
    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...... 3,271,994
    b From 2014...... 4,641,131
    c From 2015...... 2,861,982
    d From 2016...... 3,564,634
    e From 2017...... 3,317,273
    fTotal of lines 3a through e........ 17,657,014
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,489,709
    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..... 254,610
    e Remaining amount distributed out of corpus 2,235,099
    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 19,892,113
    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) ...     		3,271,994
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		16,620,119
    10 Analysis of line 9:
    a Excess from 2014.... 4,641,131
    b Excess from 2015.... 2,861,982
    c Excess from 2016.... 3,564,634
    d Excess from 2017.... 3,317,273
    e Excess from 2018.... 2,235,099
    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).)
    BARBRO OSHER
    BERNARD OSHER
    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:
    VESNA LJUNGGREN
    ONE MARKET PLAZA SPEAR TOWER SUITE
    4025
    SAN FRANCISCO,CA94105
    (415) 677-5886
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS NO REQUIRED FORMAT, HOWEVER, THE APPLICANT MUST SHOW FINANCIAL NEED AND SUBSTANTIATE THAT THEY ARE A QUALIFIED NON-PROFIT ORGANIZATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS, HOWEVER, THE FOUNDATION'S INTENT IS TO PROVIDE SUPPORT TO NON-PROFIT ORGANIZATIONS THAT ADVANCE THE UNDERSTANDING OF SWEDISH CULTURE AND TRADITION.
    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
    ALHANKO ACADEMY OF BALLET
    JUNGFRUGATAN 23
    STOCKHOLM   SE-114 44
    SW     		N/A NC ARTS AND HUMANITIES 15,000
    AMERICAN SWEDISH HISTORICAL MUSEUM
    1900 PATTISON AVENUE
    PHILADELPHIA,PA19145     		N/A PC ARTS AND HUMANITIES 45,000
    AMERICAN-SCANDANAVIAN FOUNDATION
    58 PARK AVENUE
    NEW YORK,NY10016     		N/A PC CHARITABLE 91,000
    AUGUSTANA COLLEGE
    639 38TH STREET
    ROCK ISLAND,IL612012296     		N/A PC EDUCATION 20,000
    AVALON MUSIC CONSORT
    C/O THOMAS RUDBERG VASTERASGATAN 3
    A
    STOCKHOLM   SE-113 43
    SW     		N/A NC ARTS AND HUMANITIES 3,000
    AXIS INC
    1660 VIRGINIA ROAD
    LOS ANGELES,CA900195934     		N/A PC ARTS AND HUMANITIES 3,500
    BASTAD KAMMARMUSIKFESTIVAL
    BOX 1014
    BSTAD   SE-269 21
    SW     		N/A NC ARTS AND HUMANITIES 12,000
    BETHANY COLLEGE
    335 EAST SWENSSON STREET
    LINDSBORG,KS67456     		N/A PC EDUCATION 20,000
    BISHOP HILL HERITAGE ASSOCIATION
    PO BOX 92
    BISHOP HILL,IL61419     		N/A PC ARTS AND HUMANITIES 20,000
    BROOKLYN ACADEMY OF MUSIC INC
    PETER JAY SHARP BUILDING 30
    LAFAYETTE AVENUE
    BROOKLYN,NY11217     		N/A PC ARTS AND HUMANITIES 50,000
    CALIFORNIA FILM INSTITUTE
    1001 LOOTENS PLACE SUITE 220
    SAN RAFAEL,CA94901     		N/A PC ARTS AND HUMANITIES 3,500
    CALIFORNIA LUTHERAN UNIVERSITY
    3148 THISTLEWOOD STREET
    THOUSAND OAKS,CA91360     		N/A PC EDUCATION 10,000
    CAPPELLA SF (VOCI MAESTRI)
    809 BARNESON AVENUE
    SAN MATEO,CA94402     		N/A PC ARTS AND HUMANITIES 20,000
    CARL ELDH STUDIO MUSEUM
    LGEBODAVGEN 10
    STOCKHOLM   SE-113 47
    SW     		N/A NC ARTS AND HUMANITIES 15,000
    CEDAR CULTURAL CENTER INC THE
    416 CEDAR AVENUE SOUTH
    MINNEAPOLIS,MN55454     		N/A PC ARTS AND HUMANITIES 5,000
    CHURCH OF SWEDEN LOS ANGELES
    PO BOX 1621
    SAN PEDRO,CA907331621     		N/A PC CHARITABLE 10,000
    CHURCH OF SWEDEN SAN FRANCISCO
    2454 HYDE STREET
    SAN FRANCISCO,CA94109     		N/A PC CHARITABLE 20,000
    CITY PARKS FOUNDATION
    830 FIFTH AVENUE
    NEW YORK,NY100657001     		N/A PC ARTS AND HUMANITIES 7,000
    COLORADO PUBLIC TELEVISION
    2900 WELTON STREET 1ST FLOOR
    DENVER,CO80205     		N/A PC EDUCATION 7,000
    CONCORDIA COLLEGE
    901 8TH STREET SOUTH
    MOORHEAD,MN56562     		N/A PC EDUCATION 35,000
    CONTEMPORARY ARTS CENTER
    44 E 6TH ST
    CINCINNATI,OH45202     		N/A PC ARTS AND HUMANITIES 9,000
    DAG HAMMARSKJOLD FUND FOR JOURNALISTS
    132 EAST 43RD STREET SUITE 457
    NEW YORK,NY10017     		N/A PC CHARITABLE 5,000
    DROTTNINGHOLMS BAROCKENSEMBLE
    SKOGVAKTARGATAN 3
    STOCKHOLM   SE-115 42
    SW     		N/A NC ARTS AND HUMANITIES 7,500
    DROTTNINGHOLMS SLOTTSTEATER
    BOX 6
    STOCKHOLM   SE-178 02
    SW     		N/A NC ARTS AND HUMANITIES 75,000
    ENSEMBLEVERKET
    RDMANSGATAN 48
    STOCKHOLM   SE-113 57
    SW     		N/A NC ARTS AND HUMANITIES 8,000
    ERIC ERICSON CHAMBER CHOIR
    BRANNKYRKAGATAN 41 A OG
    STOCKHOLM   SE-118 22
    SW     		N/A NC ARTS AND HUMANITIES 12,000
    ERIC WESTBERG VOCAL ENSEMBLE
    BRNNKYRKAGATAN 41 A G
    STOCKHOLM   SE-118 22
    SW     		N/A NC ARTS AND HUMANITIES 6,000
    FESTSPEL I PITEA
    FRAMNS FOLKHGSKOLA
    JEBYN   SE-943 33
    SW     		N/A NC ARTS AND HUMANITIES 10,000
    FOGELSTAD MUSIKTEATER CO KRISTINA MALMNS
    JULSTERSVGEN 17
    KATRINEHOLM   SE-641 34
    SW     		N/A NC ARTS AND HUMANITIES 15,000
    FOLKETS HUS OCH PARKER
    SWEDENBORGSGATAN 1
    STOCKHOLM   SE-118 48
    SW     		N/A NC ARTS AND HUMANITIES 8,000
    FORENINGEN FOR JUDISK KULTUR I SVERIGE
    DJURGRDSVGEN 110
    STOCKHOLM   SE-115 21
    SW     		N/A NC EDUCATION 15,000
    FORENINGEN HIMLASPELET
    BOX 44
    LEKSAND   SE-793 21
    SW     		N/A NC ARTS AND HUMANITIES 20,000
    FORENINGEN KLAVERENS HUS
    MARKNADSVGEN 273
    TBY   SE-183 79
    SW     		N/A NC EDUCATION 2,300
    FORENINGEN SMALANDSOPERANS VANNER
    C/O PAULA GARSJO STARTVAGEN 23
    VAXJO   SE-352 51
    SW     		N/A NC ARTS AND HUMANITIES 8,000
    FOUNDATION FOR THE FUTURE OF LITERATURE AND LITERACY
    1563 SOLANO AVENUE SUITE 635
    BERKELEY,CA94707     		N/A PC EDUCATION 14,000
    FRAMELINE
    145 9TH STREET SUITE 300
    SAN FRANCISCO,CA94103     		N/A PC ARTS AND HUMANITIES 5,000
    FRIENDS OF THE HOUSE OF SWEDEN
    2900 K STREET NW
    WASHINGTON,DC20007     		N/A PC ARTS AND HUMANITIES 15,000
    HEADLANDS CENTER FOR THE ARTS
    944 FORT BARRY
    SAUSALITO,CA94965     		N/A PC ARTS AND HUMANITIES 10,000
    HOUSTON INTERNATIONAL DANCE COALITION
    PO BOX 130511
    HOUSTON,TX77219     		N/A PC ARTS AND HUMANITIES 5,000
    ILDANCE
    BOX 11074
    GOTEBORG   SE-404 22
    SW     		N/A NC ARTS AND HUMANITIES 8,000
    INDIANA UNIVERSITY JACOB'S SCHOOL OF MUSIC
    1201 E THIRD STREET
    BLOOMINGTON,IN474052200     		N/A PC EDUCATION 50,000
    INSAMLINGSSTIFTELSEN DI PIU NOVA STIFTELSE 335
    STIFTELSE 335
    OREBRO   SE-701 46
    SW     		N/A NC ARTS AND HUMANITIES 10,000
    JEWISH FILM FESTIVAL
    145 NINTH STREET SUITE 200
    SAN FRANCISCO,CA94103     		N/A PC ARTS AND HUMANITIES 5,000
    JOFFREY BALLET
    10 E RANDOLPH ST
    CHICAGO,IL60601     		N/A PC ARTS AND HUMANITIES 20,000
    JOYCE THEATER FOUNDATION
    175 8TH AVENUE
    NEW YORK,NY10011     		N/A PC ARTS AND HUMANITIES 10,000
    JUDISK KRONIKA
    BOX 5053
    STOCKHOLM   SE-102 42
    SW     		N/A NC CHARITABLE 15,000
    JUDISKA MUSEET
    BOX 6299
    STOCKHOLM   SE-102 34
    SW     		N/A NC ARTS AND HUMANITIES 25,000
    JUSSI BJORLING SALLSKAPET
    HOVRA GA LANDSVGEN 5
    KORSKROGEN   SE-820 42
    SW     		N/A NC ARTS AND HUMANITIES 3,000
    KULTURFORENINGEN I REN KULTUR
    SANKT SIGRIDSGATAN 16
    GOTEBORG   SE-412 66
    SW     		N/A NC ARTS AND HUMANITIES 5,000
    KULTURFORENINGEN PETRUS DE DACI
    STRANDGATAN 34
    VISBY   SE-621 56
    SW     		N/A NC ARTS AND HUMANITIES 15,000
    KUNGL MUSIKHOGSKOLAN
    BOX 27711
    STOCKHOLM   SE-115 91
    SW     		N/A NC EDUCATION 20,000
    LANSTEATERN GOTLAND
    BREDGATAN 10
    VISBY   SE-621 57
    SW     		N/A NC ARTS AND HUMANITIES 5,000
    LILJEVALCHS KONSTHALL
    BOX 27806
    STOCKHOLM   SE-115 93
    SW     		N/A NC ARTS AND HUMANITIES 30,000
    LITTFEST
    PILGATAN 10
    UME   SE-903 31
    SW     		N/A NC ARTS AND HUMANITIES 8,000
    MALMO ACADEMY OF MUSIC
    YSTADVAGEN 25
    MALMO   SE-214 45
    SW     		N/A NC EDUCATION 25,000
    MAN MUST SING
    C/O AMANDA FLODIN KRYSSDACKET 19
    GOTEBORG   SE-413 27
    SW     		N/A NC ARTS AND HUMANITIES 8,000
    MARAGRET JENKINS DANCE COMPANY
    507 POLK STREET SUITE 320
    SAN FRANCISCO,CA94102     		N/A PC ARTS AND HUMANITIES 45,000
    MILLESGARDEN
    CARL MILLES VG 2
    LIDING   SE-181 34
    SW     		N/A NC ARTS AND HUMANITIES 75,000
    MUSEUM OF NORTHERN ARIZONA INC
    3101 NORTH FORT VALLEY ROAD
    FLAGSTAFF,AZ860018348     		N/A PC ARTS AND HUMANITIES 6,000
    MUSIK I DALARNA
    NYBROGATAN 12
    FALUN   SE-791 71
    SW     		N/A NC ARTS AND HUMANITIES 10,000
    NEW YORK SCANDIA SYMPHONY INC
    909 THIRD AVENUE SUITE 583
    NEW YORK,NY10150     		N/A PC ARTS AND HUMANITIES 10,000
    NORDIC HERITAGE MUSEUM FOUNDATION
    3014 NW 67TH STREET
    SEATTLE,WA98117     		N/A PC ARTS AND HUMANITIES 25,000
    NORDIC SONG FESTIVAL
    SANGVAGEN 2 A IGH 1303
    JARFALLA   SE-177 36
    SW     		N/A NC ARTS AND HUMANITIES 8,000
    NORDISKA KAMMARMUSIKFORENINGEN
    HOGBERGSGATAN 30
    STOCKHOLM   SE-116 30
    SW     		N/A NC ARTS AND HUMANITIES 15,000
    OPERA PA SKARET
    SKARET 111
    KOPPARBERG   SE-714 93
    SW     		N/A NC ARTS AND HUMANITIES 90,000
    OPERAFABRIKEN
    TEGELGRDSGATAN 32
    MALM   SE-211 33
    SW     		N/A NC ARTS AND HUMANITIES 9,000
    OTHER MINDS
    333 VALENCIA STREET SUITE 303
    SAN FRANCISCO,CA94103     		N/A PC ARTS AND HUMANITIES 5,000
    OTHER MISCELLANEOUS ARTS AND HUMANITIES - DOMESTIC GRANTS PAYABLE
    AVAILABLE UPON REQUEST
    SAN FRANCISCO,CA94105     		N/A PC CHARITABLECHARITABLE 215,000
    OTHER MISCELLANEOUS ARTS AND HUMANITIES - DOMESTIC
    AVAILABLE UPON REQUEST
    SAN FRANCISCO,CA94105     		N/A PC CHARITABLE 24,000
    OTHER MISCELLANEOUS ARTS AND HUMANITIES - FOREIGN GRANTS PAYABLE
    ACUSTICUM 4
    STOCKHOLM    
    SW     		N/A NC CHARITABLE 52,000
    OTHER MISCELLANEOUS ARTS AND HUMANITIES - FOREIGN
    AVAILABLE UPON REQUEST
    STOCKHOLM   SE-113 31
    SW     		N/A NC CHARITABLE 285,000
    PHILLIPS COLLECTION
    1600 21ST STREET NW
    WASHINGTON DC,DC20009     		N/A PC ARTS AND HUMANITIES 15,000
    PIANO VISIONS
    FREDSGATAN 12
    STOCKHOLM   SE-111 52
    SW     		N/A NC ARTS AND HUMANITIES 10,000
    POETRY FLASH
    1450 FOURTH STREET SUITE 4
    BERKELEY,CA94710     		N/A PC ARTS AND HUMANITIES 2,000
    PORTLAND STATE UNIVERSITY FOUNDATION
    1600 SW 4TH AVENUE SUITE 730
    PORTLAND,OR97201     		N/A PC EDUCATION 20,000
    RAOUL WALLENBERG ACADEMY
    OLOFSGATAN 7B
    STOCKHOLM   SE-113 36
    SW     		N/A NC EDUCATION 10,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA BAMPFA UNIVERSITY OF CALIFORNIA
    2120 OXFORD STREET 2250
    BERKELEY,CA94720     		N/A PC EDUCATION 25,000
    ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY FOUNDATION
    311 CURTIS STREET
    JAMESTOWN,NY147019620     		N/A PC EDUCATION 10,000
    ROMATEATERN
    HELGALUNDEN 11
    STOCKHOLM   SE-118 58
    SW     		N/A NC ARTS AND HUMANITIES 20,000
    ROMEO & JULIA KOREN
    KUNGL DRAMATISKA TEATERN BOX 5037
    STOCKHOLM   SE-102 41
    SW     		N/A NC ARTS AND HUMANITIES 20,000
    ROYAL DRAMATIC THEATRE
    NYBROPLAN
    STOCKHOLM   SE-111 47
    SW     		N/A NC ARTS AND HUMANITIES 20,000
    SACRED & PROFANE A CHAMBER CHORUS
    1199 CORNELL AVENUE
    BERKELEY,CA94706     		N/A PC ARTS AND HUMANITIES 10,000
    SAMI CULTURAL CENTER OF NORTH AMERICA
    PO BOX 4167
    ARCATA,CA95518     		N/A PC CHARITABLE 10,000
    SAN FRANCISCO SILENT FILM FESTIVAL
    145 9TH STREET SUITE 230
    SAN FRANCISCO,CA94103     		N/A PC ARTS AND HUMANITIES 15,000
    SAN FRANCISCO SYMPHONY
    DAVIES SYMPHONY HALL
    SAN FRANCISCO,CA94102     		N/A PC ARTS AND HUMANITIES 25,000
    SCANDINAVIAN AMERICAN THEATER COMPANY
    126 WEST 11TH STREET SUITE 21
    NEW YORK,NY10011     		N/A PC ARTS AND HUMANITIES 5,000
    SCANDINAVIAN HERITAGE FOUNDATION
    8800 SW OLESON ROAD
    PORTLAND,OR97223     		N/A PC EDUCATION 3,000
    SKANSKA OPERAN
    TORPGATAN 21
    MALMO   SE-211 32
    SW     		N/A NC ARTS AND HUMANITIES 10,000
    STIFTELSEN HILDASHOLM
    BOX 64
    LEKSAND   SE-793 22
    SW     		N/A NC ARTS AND HUMANITIES 8,000
    STIFTELSEN OMODERNT
    HUMLESTIGEN 14
    LVSJ   SE-125 51
    SW     		N/A NC ARTS AND HUMANITIES 20,000
    STIFTELSEN QUEEN CHRISTINA
    BOX 7831
    STOCKHOLM   SE-103 98
    SW     		N/A NC ARTS AND HUMANITIES 9,000
    STIFTELSEN VATTNAS KONSERTLADA
    LITORINAVGEN 22
    LIDING   SE 181 22
    SW     		N/A NC ARTS AND HUMANITIES 12,000
    STOCKHOLM EARLY MUSIC FESTIVAL
    GTGATAN 62 6 TR
    STOCKHOLM   SE-118 26
    SW     		N/A NC ARTS AND HUMANITIES 15,000
    SVERIGES ALLMANNA KONSTFORENING
    BOX 5343
    STOCKHOLM   SE-102 47
    SW     		N/A NC EDUCATION 15,000
    SWEA INTERNATIONAL
    PO BOX 4128
    FORT LAUDERDALE,FL33338     		N/A PC ARTS AND HUMANITIES 3,000
    SWEDISH AMERICA HERITAGE ONLINE
    845 COUNTY ROAD SUITE 2470
    SALEM,MO65560     		N/A PC CHARITABLE 5,000
    SWEDISH AMERICAN MUSEUM ASSOCIATION OF CHICAGO
    5211 NORTH CLARK STREET
    CHICAGO,IL60640     		N/A PC ARTS AND HUMANITIES 40,000
    TEMPO DOCUMENTARY FESTIVAL
    PO BOX 17099
    STOCKHOLM   SE-104 62
    SW     		N/A NC ARTS AND HUMANITIES 9,000
    THE SCANDINAVIAN SECTION
    UNIVERSITY OF CALIFORNIA-LOS
    ANGELES 1309 MURPHY HALL BOX 951413
    LOS ANGELES,CA90095     		N/A PC EDUCATION 25,000
    THEATER RESOURCES UNLIMITED
    257 WEST 52ND STREET
    NEW YORK,NY10019     		N/A PC ARTS AND HUMANITIES 12,000
    UCLA SCAND SECTION
    212 ROYCE HALL
    LOS ANGELES,CA900951539     		N/A PC EDUCATIONEDUCATION 30,000
    ULRIKSDALS SLOTTSTEATER CONFIDENCEN
    SOLNA
    SOLNA   SE-170 79
    SW     		N/A NC ARTS AND HUMANITIES 70,000
    UNGA ROMATEATER
    ROMA KUNSGARD
    ROMAKLOSTER   SE-505 62
    SW     		N/A NC ARTS AND HUMANITIES 8,000
    UNIVERSITY OF ILLINOIS
    1291 WEST UNIVERSITY AVENUE
    URBANA,IL61801     		N/A PC EDUCATION 10,000
    UNIVERSITY OF WASHINGTON
    4060 E STEVENS WAY NORTHEAST
    SEATTLE,WA98195     		N/A PC EDUCATION 20,000
    UNIVERSITY OF WISCONSIN-MADISON
    1220 LINDEN DRIVE 1306 VAN HISE
    HALL
    MADISON,WI53706     		N/A PC EDUCATION 18,000
    VADSTENA ACADEMY
    1600 21ST STREET NW
    WASHINGTON,DC200091003     		N/A PC EDUCATION 25,000
    VADSTENA ACADEMY
    SURBRUNNSGATAN 64
    STOCKHOLM   SE-113 27
    SW     		N/A NC ARTS AND HUMANITIES 50,000
    VADSTENA FORSAMLING
    BOX 177
    VADSTENA   SE-59224
    SW     		N/A NC ARTS AND HUMANITIES 6,000
    VOX PACIS - FREDENS ROST
    SANKT ERIKSGATAN
    STOCKHOLM   SE-113 31
    SW     		N/A NC ARTS AND HUMANITIES 5,000
    WILHELM STENHAMMAR FOUNDATION
    BOX 2154
    NORRKPING   SE-600 02
    SW     		N/A NC ARTS AND HUMANITIES 12,000
    ZORNSAMLINGARNA
    BOX 32
    MORA   SE-792 21
    SW     		N/A NC ARTS AND HUMANITIES 25,000
    Total .................................bullet 3a 2,479,800
    bApproved for future payment
    Total .................................bullet 3b 0
    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 1,574  
    4 Dividends and interest from securities....     14 103,324  
    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.....     14 220  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,223  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRETURN OF UNUSED GRANT FUNDS     		        10,000
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 106,341 10,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    116,341
    (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.)
    11 LINE 11 IS THE RETURN OF UNUSED GRANT FUNDS TO AN EXEMPT ORGANIZATION.
    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
    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
    2018
    Name of the organization
    THE BARBRO OSHER PRO SUECIA FOUNDATION
     
    Employer identification number

    94-3241225
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE BARBRO OSHER PRO SUECIA FOUNDATION
          		Employer identification number
    94-3241225
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    BERNARD & BARBRO OSHER 2006 - TRUST A
     
    1 MARKET PLAZA SPEAR TOWER STE 4025
     
    SAN FRANCISCO, CA94105

    		$ 2,492,745


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    BERNARD & BARBRO OSHER 2006 - TRUST A
     
    1 MARKET PLAZA SPEAR TOWER STE 4025
     
    SAN FRANCISCO, CA94105

    		$ 4,839,599


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE BARBRO OSHER PRO SUECIA FOUNDATION
          		Employer identification number

    94-3241225
    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
    2
    		 VARIOUS SECURITIES $ 4,839,599 2018-04-09
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE BARBRO OSHER PRO SUECIA FOUNDATION
          		Employer identification number

    94-3241225
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE BARBRO OSHER PRO SUECIA FOUNDATION
    EIN:
    94-3241225
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 11,508 2,300   9,208

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    THE BARBRO OSHER PRO SUECIA FOUNDATION
    EIN:
    94-3241225
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2007-04-01 1,065 1,065 SL 7.000000000000 0 0    
    STANDING DESK 2016-04-06 904 417 SL 7.000000000000 129 0    
    COMPUTER 2017-07-06 799 100 SL 5.000000000000 160 0    

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE BARBRO OSHER PRO SUECIA FOUNDATION
    EIN:
    94-3241225
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EI FUND IV FMV 8,319 8,319
    FCOI II HOLDINGS FMV 161,400 161,400
    OSTERWEIS STRATEGIC INCOME FUND FMV 122,275 122,275
    MONEY MARKET FUND FMV 31,559 31,559
    CONIFER SECURITIES FMV 4,478,941 4,478,941

    TY 2018 LandEtcSchedule2
    Name:
    THE BARBRO OSHER PRO SUECIA FOUNDATION
    EIN:
    94-3241225
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 799 260 539 539


    TY 2018 OtherDecreasesSchedule
    Name:
    THE BARBRO OSHER PRO SUECIA FOUNDATION
    EIN:
    94-3241225
    Description Amount
    UNREALIZED GAIN OR LOSS 356,106
    BOOK TAX DIFFERENCE 2,411


    TY 2018 OtherExpensesSchedule
    Name:
    THE BARBRO OSHER PRO SUECIA FOUNDATION
    EIN:
    94-3241225
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 541 0   541


    TY 2018 OtherIncomeSchedule2
    Name:
    THE BARBRO OSHER PRO SUECIA FOUNDATION
    EIN:
    94-3241225
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FCOI II HOLDINGS LP PFIC 220 220 220
    RETURN OF UNUSED GRANT FUNDS 10,000   10,000


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE BARBRO OSHER PRO SUECIA FOUNDATION
    EIN:
    94-3241225
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAX ON INVESTMENT INCOME PAYABLE 0 1,092


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE BARBRO OSHER PRO SUECIA FOUNDATION
    EIN:
    94-3241225
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 841 841   0


    TY 2018 TaxesSchedule
    Name:
    THE BARBRO OSHER PRO SUECIA FOUNDATION
    EIN:
    94-3241225
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,293 3,293   0
    STATE TAXES AND FILING FEES 160 0   160
    FEDERAL EXCISE TAX ON INVESTMENT INCOME 2,521 0   0