Form990-PF
Click to see attachment

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 Springcreek Foundation
C/O Leventhal Kline Management Inc
Number and street (or P.O. box number if mail is not delivered to street address)127 University Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Berkeley, CA94710
A Employer identification number

68-0344778
B Telephone number (see instructions)

(510) 841-4123
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$15,345,943J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,120 5,120  
4 Dividends and interest from securities... 88,884 88,884  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 754,522
b Gross sales price for all assets on line 6a 1,375,093
7 Capital gain net income (from Part IV, line 2)... 621,715
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 0 816,664  
12 Total. Add lines 1 through 11........ 848,526 1,532,383 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,500 2,125 0 4,250
c Other professional fees (attach schedule).... Click to see attachment 175,183 187,125 0 56,900
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,502 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,324 0 0 2,324
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,862 0 0 4,862
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 207,371 189,250 0 68,336
25 Contributions, gifts, grants paid....... 895,830 895,830
26 Total expenses and disbursements. Add lines 24 and 25 1,103,201 189,250 0 964,166
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -254,675
b Net investment income (if negative, enter -0-) 1,343,133
c Adjusted net income (if negative, enter -0-)... 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............. 974,810 521,176 521,176
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 76,082 53,010 53,010
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 39,350 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).......... 15,247,112 Click to see attachment14,666,188 14,666,188
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment104,583 Click to see attachment105,569 Click to see attachment105,569
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,441,937 15,345,943 15,345,943
Liabilities 17 Accounts payable and accrued expenses.......... 14,948 8,449
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 14,948 8,449
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.................. 16,426,989 15,337,494
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 16,426,989 15,337,494
31 Total liabilities and net assets/fund balances (see instructions). 16,441,937 15,345,943
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
16,426,989
2
Enter amount from Part I, line 27a .....................
2
-254,675
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,172,314
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
834,820
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
15,337,494
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 CLDR Stock Sale P    
b OKTA Stock Sale P    
c PSTG Stock Sale P    
d RDFN Stock Sale P    
e ZUO Stock Sale P    
Capital Distributions from Partnerships 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 98,568   18,267 80,301
b 179,612   13,660 165,952
c 345,940   47,772 298,168
d 64,589   4,163 60,426
e 22,421   5,553 16,868
663,963   663,963 0
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       80,301
b       165,952
c       298,168
d       60,426
e       16,868
      0
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 2 621,715
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 680,169 15,158,310 0.044871
2016 668,920 14,144,851 0.047291
2015 689,011 14,236,914 0.048396
2014 594,412 14,583,041 0.040760
2013 645,157 14,256,900 0.045252
2
Total of line 1, column (d) .....................
2
0.226570
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
0.045314
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
15,872,661
5
Multiply line 4 by line 3......................
5
719,254
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
13,431
7
Add lines 5 and 6........................
7
732,685
8
Enter qualifying distributions from Part XII, line 4,.............
8
964,166
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 13,431
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 13,431
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 13,431
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 41,815
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 41,815
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 28,384
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet28,384 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    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.thespringcreekfoundation.org
    14
    The books are in care ofbulletHarald Leventhal Telephone no.bullet (510) 841-4123

    Located atbullet127 University AvenueBerkeleyCA ZIP+4bullet94710
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 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
    Maud-Alison Long President/Director
    2.00     		0 0 0
    127 University Ave
    Berkeley,CA94710
    Marlis Corning Jansen V.P./Secretary/Treasurer
    2.00     		0 0 0
    127 University Ave
    Berkeley,CA94710
    Harald Leventhal Chief Financial Officer
    2.00     		0 0 0
    127 University Ave
    Berkeley,CA94710
    Benita Kline Assistant Secretary
    4.00     		0 0 0
    127 University Ave
    Berkeley,CA94710
    Mark Grace Board Member
    2.00     		0 0 0
    127 University Ave
    Berkeley,CA94710
    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
    Leventhal Kline Management Inc Foundation management 112,000
    127 University Avenue
    Berkeley,CA94710
    Sonen Capital Investment management 62,283
    456 Montgomery Street 400
    San Francisco,CA94104
    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
    15,870,167
    b
    Average of monthly cash balances.......................
    1b
    244,210
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,114,377
    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
    16,114,377
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    241,716
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,872,661
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    793,633
    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
    793,633
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    13,431
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,431
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    780,202
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    780,202
    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
    780,202
    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
    964,166
    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
    964,166
    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
    13,431
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    950,735
    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 7 780,202
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 11,716
    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......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 964,166
    a Applied to 2017, but not more than line 2a 11,716
    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..... 780,202
    e Remaining amount distributed out of corpus 172,248
    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 5 172,248
    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 ......     		172,248
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 172,248
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    350 Bay Area
    PO Box 18762
    Oakland,CA94619     		None PC General Support 250
    350 Bay Area
    PO Box 18762
    Oakland,CA94619     		None PC General Support 500
    American Diabetes Association
    PO Box 7023
    Merrifield,VA22116     		None PC General Support 1,000
    Amherst College Trustees
    PO Box 5000
    Amherst,MA01002     		None PC Annual Fund 3,500
    Amherst College Trustees
    PO Box 5000
    Amherst,MA01002     		None PC Annual Fund 5,000
    Amnesty International USA
    5 Penn Plaza 16th Floor
    New York,NY10001     		None PC General Support 1,000
    AOPA Foundation
    421 Aviation Way
    Frederick,MD21701     		None PC General Support-$50,000, Endowment-$50,000 100,000
    Asian Art Museum Foundation of SF
    200 Larkin Street
    San Francisco,CA94102     		None PC General Support 1,000
    Bat Conservation International
    500 North Capital of Texas Highway
    Building 1
    Austin,TX78746     		None PC General Support 1,000
    Berkeley Repertory Theatre
    999 Harrison Street
    Berkeley,CA94710     		None PC General Support 1,500
    Berkeley Repertory Theatre
    999 Harrison Street
    Berkeley,CA94710     		None PC General Support 2,500
    Berkeley Repertory Theatre
    999 Harrison Street
    Berkeley,CA94710     		None PC General Support 5,000
    Berkeley Repertory Theatre
    999 Harrison Street
    Berkeley,CA94710     		None PC General Support 5,000
    California Film Institute
    1001 Lootens Place Suite 220
    San Rafael,CA94901     		None PC General Support 5,500
    California State Parks Foundation
    33 New Montgomery Street Suite 520
    San Francisco,CA94105     		None PC General Support 1,000
    Case Western Reserve University
    10900 Euclid Avenue
    Cleveland,OH44106     		None PC Ellen & Dixon Long Professorship 4,902
    Case Western Reserve University
    10900 Euclid Avenue
    Cleveland,OH44106     		None PC Ellen & Dixon Long Professorship 6,614
    Case Western Reserve University
    10900 Euclid Avenue
    Cleveland,OH44106     		None PC Ellen & Dixon Long Professorship 6,618
    Case Western Reserve University
    10900 Euclid Avenue
    Cleveland,OH44106     		None PC Ellen & Dixon Long Professorship 6,618
    Case Western Reserve University
    10900 Euclid Avenue
    Cleveland,OH44106     		None PC Writing Resource Center 15,000
    Case Western Reserve University
    10900 Euclid Avenue
    Cleveland,OH44106     		None PC Writing Resource Center 15,000
    Case Western Reserve University
    10900 Euclid Avenue
    Cleveland,OH44106     		None PC Writing Resource Center 20,000
    Case Western Reserve University
    10900 Euclid Avenue
    Cleveland,OH44106     		None PC Writing Resource Center 25,000
    Chamber Music San Francisco
    1314 34th Avenue
    San Francisco,CA94122     		None PC General Support 3,500
    City of Ketchum
    PO Box 2315
    Ketchum,ID83340     		None PC Ketch'em Alive Summer Concert series 1,000
    Clay & Glass Arts Foundation
    916 El Rio Drive
    San Jose,CA95125     		None PC General Support 500
    Confluence Philanthropy
    436 14th Street Suite 900
    Oakland,CA94612     		None PC Membership - 2018 3,000
    Confluence Philanthropy
    436 14th Street Suite 900
    Oakland,CA94612     		None PC Membership - 2019 3,000
    Corporation of the Fine Arts Museums
    50 Hagiwara Tea Garden Drive
    San Francisco,CA94118     		None PC General Support 2,500
    Crissy Field Dog Group Inc
    PO Box 10726
    San Rafael,CA94912     		None PC General Support 500
    Direct Relief
    27 S La Patera Lane
    Goleta,CA93117     		None PC Butte County Wildfire Relief 3,670
    Environmental Working Group
    1436 U Street NW Suite 100
    Washington,DC20009     		None PC 25th Anniversary Gift 1,000
    Farm to Pantry
    331 1st Street
    Healdsburg,CA94558     		None PC General Support 1,000
    Festival Napa Valley
    1850 Soscol Avenue Suite 205
    Napa,CA94559     		None PC Leadership Society 5,000
    Festival Napa Valley
    1850 Soscol Avenue Suite 205
    Napa,CA94559     		None PC General Support 3,000
    Festival Napa Valley
    1850 Soscol Avenue Suite 205
    Napa,CA94559     		None PC General Support 5,000
    Festival Napa Valley
    1850 Soscol Avenue Suite 205
    Napa,CA94559     		None PC General Support 5,000
    Grace Cathedral
    1100 California Street
    San Francisco,CA94108     		None PC General Support 1,000
    Greenpeace
    702 H Street NW Suite 20001
    Washington,DC20001     		None PC General Support 1,000
    Hardin Jefferson Hunger Initiative
    115 Hwy 90 East
    China,TX77613     		None PC General Support 1,000
    Hardin Jefferson Hunger Initiative
    115 Hwy 90 East
    China,TX77613     		None PC General Support 1,000
    Hardin Jefferson Hunger Initiative
    115 Hwy 90 East
    China,TX77613     		None PC General Support 2,000
    Hardin Jefferson Hunger Initiative
    115 Hwy 90 East
    China,TX77613     		None PC Pantry Upgrading & Operating Expense 5,000
    Harvard Magazine Inc
    7 Ware Street
    Cambridge,MA02138     		None PC General Support 500
    Harvard University - Radcliffe Institute
    10 Garden Street
    Cambridge,MA02138     		None PC General Support 1,000
    Homeward Bound of Marin
    1385 N Hamilton Parkway
    Novato,CA94949     		None PC General Support 1,000
    Human Rights Watch
    350 Sansome Street Suite 1000
    San Francisco,CA94104     		None PC IHO Mark Grace 2,500
    Idaho Conservation League
    PO Box 2671
    Ketchum,ID83340     		None PC General Support 250
    Idaho Conservation League
    PO Box 2671
    Ketchum,ID83340     		None PC General Support 250
    KDFC San Francisco Classical
    201 3rd Street Suite 1200
    San Francisco,CA94103     		None PC General Support 500
    KDFC San Francisco Classical
    201 3rd Street Suite 1200
    San Francisco,CA94103     		None PC General Support 1,000
    KDFC San Francisco Classical
    201 3rd Street Suite 1200
    San Francisco,CA94103     		None PC General Support 1,000
    KDFC San Francisco Classical
    201 3rd Street Suite 1200
    San Francisco,CA94103     		None PC General Support 2,000
    KDFC San Francisco Classical
    201 3rd Street Suite 1200
    San Francisco,CA94103     		None PC General Support 2,500
    KDFC San Francisco Classical
    201 3rd Street Suite 1200
    San Francisco,CA94103     		None PC General Support 5,000
    KFTHC
    7822 Highway 2004
    McKee,KY40447     		None PC General Support 4,000
    KQED
    2601 Mariposa Street
    San Francisco,CA94110     		None PC General Support 1,000
    KQED
    2601 Mariposa Street
    San Francisco,CA94110     		None PC General Support 1,000
    KQED
    2601 Mariposa Street
    San Francisco,CA94110     		None PC General Support 1,000
    KQED
    2601 Mariposa Street
    San Francisco,CA94110     		None PC General Support 1,000
    KQED
    2601 Mariposa Street
    San Francisco,CA94110     		None PC General Support 1,000
    KQED
    2601 Mariposa Street
    San Francisco,CA94110     		None PC General Support 1,500
    KQED
    2601 Mariposa Street
    San Francisco,CA94110     		None PC General Support 5,000
    KQED
    2601 Mariposa Street
    San Francisco,CA94110     		None PC 50% Radio & 50% Television 5,000
    KQED
    2601 Mariposa Street
    San Francisco,CA94110     		None PC 50% Radio & 50% Television 5,000
    Macal Raptor Center and Avian Sanctuary
    119 Chapel Hill Drive
    Double Oak,TX75077     		None PC Expansion of Belize Raptor Center 3,000
    Marin Academy
    1600 Mission Avenue
    San Rafael,CA94901     		None PC Swimming Pool Locker Rooms 2,500
    Marin Agricultural Land Trust
    PO Box 809
    Pt Reyes Station,CA94956     		None PC General Support 1,000
    Marin Agricultural Land Trust
    PO Box 809
    Pt Reyes Station,CA94956     		None PC General Support 1,000
    Marin Country Day School
    5221 Paradise Drive
    Corte Madera,CA94925     		None PC General Support 1,000
    Moab Music Festival Inc
    58 East 300 South
    Moab,UT84532     		None PC General Support 5,000
    Moab Music Festival Inc
    58 East 300 South
    Moab,UT84532     		None PC General Support 5,000
    Moab Music Festival Inc
    58 East 300 South
    moab,UT84532     		None PC General Support 5,000
    Moab Music Festival Inc
    58 East 300 South
    moab,UT84532     		None PC General Support 5,000
    Natural Resources Defense Council Inc
    40 West 20th Street
    New York,NY10011     		None PC General Support 2,000
    Natural Resources Defense Council Inc
    40 West 20th Street
    New York,NY10011     		None PC General Support 5,000
    New Dramatists Inc
    424 West 44th Street
    New York,NY10036     		None PC General Support 838
    New Dramatists Inc
    424 West 44th Street
    New York,NY10036     		None PC General Support 1,131
    New Dramatists Inc
    424 West 44th Street
    New York,NY10036     		None PC General Support 1,131
    New Dramatists Inc
    424 West 44th Street
    New York,NY10036     		None PC General Support 1,131
    North Bay Children's Center
    932 C Street
    Novato,CA94949     		None PC General Support 1,000
    North Valley Animal Disaster Group
    PO Box 441
    Chico,CA95927     		None PC Camp Fire Relief Work 1,000
    North Valley Community Foundation
    240 Main Street Suite 260
    Chico,CA95928     		None PC Camp Fire Relief Work 1,055
    Northern Sierra Partnership
    564A Santa Rita Avenue
    Palo Alto,CA94301     		None PC General Support 1,000
    OPAL Community Land Trust
    286 Enchanted Forest Road
    Eastsound,WA98245     		None PC General Support 2,000
    OPAL Community Land Trust
    286 Enchanted Forest Road
    Eastsound,WA98245     		None PC General Support 5,000
    Pacific Forest Trust Inc
    1001-A OReilly Avenue
    San Francisco,CA94129     		None PC General Support 2,000
    Pacific Forest Trust Inc
    1001-A OReilly Avenue
    San Francisco,CA94129     		None PC General Support 5,000
    Peoria Historical Society
    611 SW Washington Street
    Peoria,IL61602     		None PC General Support 10,000
    Pesticide Action Network
    2029 University Avenue Suite 200
    Berkeley,CA94704     		None PC General Support 1,000
    Planned Parenthood Northern California
    2185 Pacheco Street
    Concord,CA94540     		None PC Marin County Youth Educator 10,000
    Planned Parenthood Northern California
    2185 Pacheco Street
    Concord,CA94540     		None PC General Support 500
    Point Blue Conservation Science
    3820 Cypress Drive Suite 11
    Petaluma,CA94954     		None PC General Support 1,000
    Point Blue Conservation Science
    3820 Cypress Drive Suite 11
    Petaluma,CA94954     		None PC General Support 2,000
    Point Blue Conservation Science
    3820 Cypress Drive Suite 11
    Petaluma,CA94954     		None PC General Support 2,000
    Portola Valley School Foundation
    4575 Alpine Road
    Portola Valley,CA94028     		None PC General Support 5,400
    Rainforest Action Network
    425 Bush Street Suite 300
    San Francisco,CA94108     		None PC General Support 1,000
    Rainforest Action Network
    425 Bush Street Suite 300
    San Francisco,CA94108     		None PC General Support 2,000
    Rainforest Action Network
    425 Bush Street Suite 300
    San Francisco,CA94108     		None PC General Support 2,000
    Red Oak Camp
    9057 Kirtland Chardon Road
    Kirtland,OH44094     		None PC IHO Winnie Jones Nordell 10,000
    Resource Renewal Institute
    187 East Blithedale Avenue
    Mill Valley,CA94941     		None PC General Support 3,000
    Resource Renewal Institute
    187 East Blithedale Avenue
    Mill Valley,CA94941     		None PC General Support 5,000
    Robert Mondavi Institute
    1023 Sensory Building 392 Old Davis
    Road
    Davis,CA95616     		None PC Honey & Pollination Center 50,000
    Robert Mondavi Institute
    1023 Sensory Building 392 Old Davis
    Road
    Davis,CA95616     		None PC Honey & Pollination Center 50,000
    San Francisco Ballet Association
    455 Franklin Street 3rd Floor
    San Francisco,CA94102     		None PC General Support 2,500
    San Francisco Botanical Garden Society
    at Strybing Arboretum Golden Gate
    Park 1199 9th Avenue
    San Francisco,CA94122     		None PC General Support 2,500
    San Francisco Conservatory of Music
    50 Oak Street
    San Francisco,CA94102     		None PC General Support 1,500
    San Francisco Museum of Modern Art
    151 Third Street
    San Francisco,CA94103     		None PC General Support 2,000
    San Francisco Museum of Modern Art
    151 Third Street
    San Francisco,CA94103     		None PC General Support 2,000
    San Francisco Opera Association
    301 Van Ness
    San Francisco,CA94102     		None PC General Support - IMO Hiro & Betty Ogawa 1,000
    San Francisco Opera Association
    301 Van Ness
    San Francisco,CA94102     		None PC Ann & Gordon Getty Matching Grant 1,500
    San Francisco Opera Association
    301 Van Ness
    San Francisco,CA94102     		None PC General Support 9,000
    San Francisco Symphony
    201 Van Ness Avenue
    San Francisco,CA94102     		None PC General Support 3,000
    San Francisco Symphony
    201 Van Ness Avenue
    San Francisco,CA94102     		None PC General Support 15,000
    San Juan Preservation Trust
    PO Box 759
    Friday Harbor,WA98250     		None PC General Support 1,000
    SF-Marin Food Bank
    75 Digital Drive
    Novato,CA94949     		None PC General Support 1,000
    SF-Marin Food Bank
    75 Digital Drive
    Novato,CA94949     		None PC General Support 1,000
    SheCan
    PO Box 876
    Mill Valley,CA94942     		None PC General Support 1,000
    SheCan
    PO Box 876
    Mill Valley,CA94942     		None PC General Support 1,000
    SheCan
    PO Box 876
    Mill Valley,CA94942     		None PC General Support 2,000
    Sierra Club Foundation
    2101 Webster Street Suite 1250
    Oakland,CA94612     		None PC San Francisco Bay Area Chapter 250
    Squaw Valley Community of Writers
    PO Box 1416
    Nevada City,CA95959     		None PC General Support 1,000
    Sun Valley Center for the Arts
    PO Box 656
    Sun Valley,ID83353     		None PC Support "Big Idea" 5,000
    Sun Valley Community School
    POBox 2118
    Sun Valley,ID83353     		None PC Auction Paddle Up 1,000
    Sun Valley Community School
    POBox 2118
    Sun Valley,ID83353     		None PC Annual Fund 1,000
    Sun Valley Community School
    POBox 2118
    Sun Valley,ID83353     		None PC General Support 2,000
    Sun Valley Institute for Resilience
    PO Box 5569
    Ketchum,ID83340     		None PC Local Food Alliance 1,000
    Sun Valley Institute for Resilience
    PO Box 5569
    Ketchum,ID83340     		None PC Local Food Alliance 1,000
    Sun Valley Institute for Resilience
    PO Box 5569
    Ketchum,ID83340     		None PC Local Food Alliance 2,000
    Sun Valley Institute for Resilience
    PO Box 5569
    Ketchum,ID83340     		None PC Edible Schoolyard Academy 2018 3,000
    Sun Valley Institute for Resilience
    PO Box 5569
    Ketchum,ID83340     		None PC Development Consultation 5,000
    Sun Valley Institute for Resilience
    PO Box 5569
    Ketchum,ID83340     		None PC Community Food System Strategic Plan 5,000
    Sun Valley Institute for Resilience
    PO Box 5569
    Ketchum,ID83340     		None PC Development Consultation 5,000
    Sun Valley Institute for Resilience
    PO Box 5569
    Ketchum,ID83340     		None PC Support Local Food Alliance 20,000
    Sun Valley Institute for Resilience
    PO Box 5569
    Ketchum,ID83340     		None PC Support Local Food Alliance 20,000
    Sun Valley Institute for Resilience
    PO Box 5569
    Ketchum,ID83340     		None PC Support Local Food Alliance 20,000
    The Center for Food Safety
    303 Sacramento St 2nd Floor
    San Francisco,CA94111     		None PC General Support 2,000
    The Center for Food Safety
    303 Sacramento St 2nd Floor
    San Francisco,CA94111     		None PC General Support 2,000
    The Conversation US
    89 South Street Suite 202
    Boston,MA02111     		None PC General Support 500
    The Leakey Foundation
    1003-B OReilly Avenue
    San Francisco,CA94129     		None PC Special Grants 1,500
    The Leakey Foundation
    1003-B OReilly Avenue
    San Francisco,CA94129     		None PC General Support 1,500
    The Leakey Foundation
    1003-B OReilly Avenue
    San Francisco,CA94129     		None PC Moab Events 3,000
    The Leakey Foundation
    1003-B OReilly Avenue
    San Francisco,CA94129     		None PC General Support 5,500
    The Leakey Foundation
    1003-B OReilly Avenue
    San Francisco,CA94129     		None PC General Support 5,500
    The Leakey Foundation
    1003-B OReilly Avenue
    San Francisco,CA94129     		None PC Support Begouen Fund 9,000
    The MAVEN Project
    PO Box 156781
    San Francisco,CA94115     		None PC General Support 1,000
    The MAVEN Project
    PO Box 156781
    San Francisco,CA94115     		None PC General Support 1,000
    The Milo Foundation
    PO Box 6625
    Albany,CA94706     		None PC Starlyght's Dream Milo Horse Fund 1,000
    The Milo Foundation
    PO Box 6625
    Albany,CA94706     		None PC Starlyght's Dream Milo Horse Fund 1,000
    The Milo Foundation
    PO Box 6625
    Albany,CA94706     		None PC General Support 1,000
    The Nature Conservancy
    4245 N Fairfax Drive Suite 100
    Arlington,VA22203     		None PC General Support 2,000
    The Nature Conservancy
    4245 N Fairfax Drive Suite 100
    Arlington,VA22203     		None PC General Support 2,500
    The Nature Conservancy
    4245 N Fairfax Drive Suite 100
    Arlington,VA22203     		None PC General Support 5,000
    The Perennial Farming Initiative
    59 Ninth Street
    San Francisco,CA94103     		None PC Soil Strategies Project 3,000
    The Sage School
    PO Box 30
    Hailey,ID83333     		None PC General Support 1,000
    The Sage School
    PO Box 30
    Hailey,ID83333     		None PC The Feast Matching Grant 2,500
    The Sage School
    PO Box 30
    Hailey,ID83333     		None PC Annual Fund 2,500
    The Spot Sun Valley
    PO Box 4227
    Ketchum,ID83340     		None PC General Support 1,000
    The Stone Age Institute
    POBox 5097
    Bloomington,IN47407     		None PC General Support 3,000
    The Stone Age Institute
    POBox 5097
    Bloomington,IN47407     		None PC General Support 5,000
    The Stone Age Institute
    POBox 5097
    Bloomington,IN47407     		None PC General Support 5,000
    The Stone Age Institute
    POBox 5097
    Bloomington,IN47407     		None PC General Support 10,000
    The Studio Potter
    PO Box 1365
    Northampton,MA01061     		None PC General Support 1,000
    Tools for Peace
    75 S Grand Avenue Suite 217
    Pasadena,CA91105     		None PC General Support 1,000
    Tools for Peace
    75 S Grand Avenue Suite 217
    Pasadena,CA91105     		None PC General Support 3,100
    Tools for Peace
    75 S Grand Avenue Suite 217
    Pasadena,CA91105     		None PC General Support 3,100
    Trees for the Future Inc
    1400 Spring Street Suite 150
    Silver Spring,MD20910     		None PC General Support 250
    Trees for the Future Inc
    1400 Spring Street Suite 150
    Silver Spring,MD20910     		None PC General Support 2,000
    Trust for Public Land
    101 Montgomery Street Suite 900
    San Francisco,CA94104     		None PC Support Canal Community Garden 500
    Trustees of Columbia University
    International Affairs Building 9th
    Floor 420 West 118th Street
    New York,NY10027     		None PC Weatherhead East Asian Institute 2,500
    Trustees of Columbia University
    International Affairs Building 9th
    Floor 420 West 118th Street
    New York,NY10027     		None PC Weatherhead East Asian Institute 25,000
    Trustees of Tufts College
    PO Box 3306
    Boston,MA02241     		None PC Fletcher School of Law 2,500
    Trustees of Tufts College
    PO Box 3306
    Boston,MA02241     		None PC Fletcher School of Law 5,000
    Turtle Island Restoration Network
    PO Box 370
    Forest Knolls,CA94933     		None PC General Support 1,000
    Turtle Island Restoration Network
    PO Box 370
    Forest Knolls,CA94933     		None PC Tocaloma Floodplain & Riparian Restoration Project 2,000
    United Breast Cancer Foundation
    PO Box 2421
    Huntington,NY11743     		None PC General Support 1,000
    Walnut Hills High School Alumni Fdn
    3250 Victory Parkway
    Cincinnati,OH45207     		None PC General Support 1,000
    Western Reserve Academy
    115 College Street
    Hudson,OH44236     		None PC Maintenance of Long House 3,500
    Western Reserve Academy
    115 College Street
    Hudson,OH44236     		None PC Maintenance of Long House 4,722
    Western Reserve Academy
    115 College Street
    Hudson,OH44236     		None PC Maintenance of Long House 4,725
    Western Reserve Academy
    115 College Street
    Hudson,OH44236     		None PC Maintenance of Long House 4,725
    Western Reserve Academy
    115 College Street
    Hudson,OH44236     		None PC Endowment for Long House 25,000
    Western Reserve Academy
    115 College Street
    Hudson,OH44236     		None PC Endowment for Long House 25,000
    Wildcare
    76 Albert Park Lane
    San Rafael,CA94901     		None PC General Support 1,000
    Wildcare
    76 Albert Park Lane
    San Rafael,CA94901     		None PC General Support 1,000
    Wildcare
    76 Albert Park Lane
    San Rafael,CA94901     		None PC Hungry Owl Project 1,000
    Wildcare
    76 Albert Park Lane
    San Rafael,CA94901     		None PC General Support 2,000
    Wildlife Conservation Network
    209 Mississippi Street
    San Francisco,CA94107     		None PC Elephant Crisis Fund 1,000
    Wildlife Conservation Network
    209 Mississippi Street
    San Francisco,CA94107     		None PC Elephant Crisis Fund 1,000
    Wildlife Conservation Network
    209 Mississippi Street
    San Francisco,CA94107     		None PC General Support 1,000
    Wildlife Conservation Network
    209 Mississippi Street
    San Francisco,CA94107     		None PC General Support 2,000
    Wildlife Conservation Network
    209 Mississippi Street
    San Francisco,CA94107     		None PC Program Support 4,000
    Wildlife Conservation Network
    209 Mississippi Street
    San Francisco,CA94107     		None PC Elephant Crisis Fund 5,000
    Wood River Community Young Men's Christian Association
    PO Box 6801
    Ketchum,ID83340     		None PC 2018 Strong Kids Campaign 1,000
    Wood River Women's Charitable Foundation
    PO Box 3686
    Ketchum,ID83340     		None PC Membership Dues 1,100
    World Wildlife Fund Inc
    1250 24th Street NW
    Washington,DC20037     		None PC General Support 1,000
    Total .................................bullet 3a 895,830
    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 5,120  
    4 Dividends and interest from securities....     14 88,884  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 754,522  
    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).. 0 848,526 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    848,526
    (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:
    The Springcreek Foundation
     
    C/O Leventhal Kline Management Inc
    EIN:
    68-0344778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting and auditing 8,500 2,125 0 4,250

    TY 2018 GeneralExplanationAttachment
    Name:
    The Springcreek Foundation
     
    C/O Leventhal Kline Management Inc
    EIN:
    68-0344778
    Identifier Return Reference Explanation
    Explanation for ln 1a(4) Form 990-PF Part VII-B Harald Leventhal and Benita Kline serve as officers of the Foundation. They do not receive any compensation for the management and administrative services they provide. They are also the owners and officers of Leventhal Kline Management Inc. company that provides investment management services for the Foundation. Total fees paid for the investment services totaled $112,000 in 2018.

    TY 2018 InvestmentsOtherSchedule2
    Name:
    The Springcreek Foundation
     
    C/O Leventhal Kline Management Inc
    EIN:
    68-0344778
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Beartooth Capital II FMV 20,152 20,152
    Credit Suisse Commodity RTRN Strat Instl FD FMV 326,196 326,196
    Ecosystem Investment Partnership II LP FMV 46,150 46,150
    Global Fixed Income Fund 2013 FMV 4,768,821 4,768,821
    Global Public Equity Fund 2013 FMV 3,679,765 3,679,765
    John Hancock Global Absol Return Strat FD CL I FMV 488,623 488,623
    Lyme Forest Fund III TE, LP FMV 34,587 34,587
    MEARF FMV 252 252
    Pimco All Asset All Auth Fund Instl Cl FMV 661,964 661,964
    Rebeco Boston Partners Long/Short Equity Instl FMV 619,692 619,692
    Sonen Global Multi Strategy Fund FMV 554,937 554,937
    Sonen Global Sustainable Real Assets Fund FMV 501,702 501,702
    Springcreek Hedge Fund II, L.P. FMV 16,111 16,111
    Springcreek Priv. Equity FOF 2007, L.P. FMV 282,263 282,263
    Springcreek Private Equity Fund FMV 111,447 111,447
    Springcreek Venture I, L.P. FMV 268,258 268,258
    Springcreek Venture IV, L.P. FMV 356,315 356,315
    WHC Venture 2009-1 (Greylock Ptrs XII) FMV 772,805 772,805
    WHC Venture 2013 LP FMV 910,151 910,151
    WHC Venture 2016 LP FMV 245,997 245,997

    TY 2018 OtherAssetsSchedule
    Name:
    The Springcreek Foundation
     
    C/O Leventhal Kline Management Inc
    EIN:
    68-0344778
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Program related investments 104,583 105,569 105,569


    TY 2018 OtherDecreasesSchedule
    Name:
    The Springcreek Foundation
     
    C/O Leventhal Kline Management Inc
    EIN:
    68-0344778
    Description Amount
    Unrealized losses on investments 834,820


    TY 2018 OtherExpensesSchedule
    Name:
    The Springcreek Foundation
     
    C/O Leventhal Kline Management Inc
    EIN:
    68-0344778
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Miscellaneous expenses 4,862 0 0 4,862


    TY 2018 OtherIncomeSchedule2
    Name:
    The Springcreek Foundation
     
    C/O Leventhal Kline Management Inc
    EIN:
    68-0344778
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Dividends and interest from partnerships per K-1s   225,028  
    Capital Gains from partnerships per K-1s   591,636  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The Springcreek Foundation
     
    C/O Leventhal Kline Management Inc
    EIN:
    68-0344778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Other professional services 112,900 28,000 0 56,900
    Other investment expense 62,283 159,125 0 0


    TY 2018 TaxesSchedule
    Name:
    The Springcreek Foundation
     
    C/O Leventhal Kline Management Inc
    EIN:
    68-0344778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise tax on investment income 16,502 0 0 0