-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
GEORGE H SANDY FOUNDATION
co MUFG UNION BANKNA
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 52007
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX
,
AZ
85072
A Employer identification number
94-6054473
B
Telephone number (see instructions)
(415) 705-7173
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
76,764,404
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
68,675
68,675
4
Dividends and interest from securities
...
1,853,144
1,853,144
5a
Gross rents
............
99,013
99,013
b
Net rental income or (loss)
98,286
6a
Net gain or (loss) from sale of assets not on line 10
884,844
b
Gross sales price for all assets on line 6a
13,716,112
7
Capital gain net income (from Part IV, line 2)
...
884,844
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
2,905,676
2,905,676
13
Compensation of officers, directors, trustees, etc.
690,278
586,736
103,542
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
47,275
42,548
4,727
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
70,273
48,002
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,294
1,294
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
809,120
678,580
108,269
25
Contributions, gifts, grants paid
.......
3,682,500
3,682,500
26
Total expenses and disbursements.
Add lines 24 and 25
4,491,620
678,580
3,790,769
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,585,944
b
Net investment income
(if negative, enter -0-)
2,227,096
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,455,161
2,283,495
2,283,495
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
21,726
2,870
25,141
10a
Investments—U.S. and state government obligations (attach schedule)
5,773
3,269
3,407
b
Investments—corporate stock (attach schedule)
.......
52,031,992
49,943,250
63,498,164
c
Investments—corporate bonds (attach schedule)
.......
11,090,801
10,850,132
10,932,571
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
31,005
21,626
21,626
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
64,636,458
63,104,642
76,764,404
17
Accounts payable and accrued expenses
..........
122,015
176,143
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
)
23,251
23,251
23
Total liabilities
(add lines 17 through 22)
.........
145,266
199,394
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
5,750,491
5,750,491
28
Retained earnings, accumulated income, endowment, or other funds
58,740,701
57,154,757
29
Total net assets or fund balances
(see instructions)
.....
64,491,192
62,905,248
30
Total liabilities and net assets/fund balances
(see instructions)
.
64,636,458
63,104,642
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
64,491,192
2
Enter amount from Part I, line 27a
.....................
2
-1,585,944
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
62,905,248
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
62,905,248
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
34762.443 AQR MANAGED FUTURES STRAT R6
P
2017-03-07
2019-05-22
b
33670.057 AQR STYLE PREMIA ALT CL R 6
P
2018-05-02
2019-05-22
c
8645.118 AQR STYLE PREMIA ALT CL R 6
P
2018-05-02
2019-09-06
d
26690.566 AQR STYLE PREMIA ALT CL R 6
P
2017-04-18
2019-09-06
e
22663.608 AQR STYLE PREMIA ALT CL R 6
P
2017-04-18
2019-12-18
673.622 AQR STYLE PREMIA ALT CL R 6
P
2016-12-09
2019-12-18
250000 AMGEN INC NTS
P
2009-01-16
2019-02-01
2000 BK NEW YORK MELLON CORP COM
P
2016-12-09
2019-05-29
1000 BK NEW YORK MELLON CORP COM
P
2017-04-18
2019-05-29
1000 BK NEW YORK MELLON CORP COM
P
2017-06-07
2019-05-29
250000 CAROLINA POWER BONDS
P
2009-01-20
2019-01-15
1000 CELGENE CORP
P
2017-02-02
2019-09-06
1500 CELGENE CORP
P
2017-04-18
2019-09-06
300 COSTCO WHOLESALE CORP
P
2017-06-07
2019-09-06
2526.129 EATON VANCE FLT-RT HI INC R6
P
2016-12-09
2019-01-17
78828.829 EATON VANCE FLT-RT HI INC R6
P
2017-04-18
2019-01-17
29411.771 EATON VANCE GLBL MACRO ABS R6
P
2017-04-18
2019-09-06
27649.747 EATON VANCE GLBL MACRO ABS R6
P
2017-04-18
2019-12-18
1000 INTERCONTINENTAL EXCHANGE INC
P
2017-06-07
2019-09-06
200 INTERCONTINENTAL EXCHANGE INC
P
2017-04-18
2019-09-06
5104.645 LAZARD EMERG MKTS INSTL
P
2010-04-06
2019-09-06
4078.303 LAZARD EMERG MKTS INSTL
P
2010-07-09
2019-09-06
264.976 LAZARD EMERG MKTS INSTL
P
2011-12-28
2019-09-06
315.6 LAZARD EMERG MKTS INSTL
P
2012-12-24
2019-09-06
186.11 LAZARD EMERG MKTS INSTL
P
2013-12-23
2019-09-06
77.211 LAZARD EMERG MKTS INSTL
P
2014-08-11
2019-09-06
113.269 LAZARD EMERG MKTS INSTL
P
2014-12-22
2019-09-06
41.418 LAZARD EMERG MKTS INSTL
P
2015-08-24
2019-09-06
28752.128 LAZARD EMERG MKTS INSTL
P
2017-03-07
2019-09-06
559.373 NATIONWIDE BAILARD INTL EQ
P
2008-12-12
2019-01-17
17031.646 NATIONWIDE BAILARD INTL EQ
P
2009-09-14
2019-01-17
15540.931 NATIONWIDE BAILARD INTL EQ
P
2011-02-28
2019-01-17
14950.206 NATIONWIDE BAILARD INTL EQ
P
2012-10-31
2019-01-17
106241.7 NATIONWIDE BAILARD INTL EQ
P
2016-12-09
2019-01-17
129366.089 NATIONWIDE BAILARD INTL EQ
P
2017-03-07
2019-01-17
72611.466 NATIONWIDE BAILARD INTL EQ
P
2017-04-18
2019-01-17
82485.876 NATIONWIDE BAILARD INTL EQ
P
2017-12-20
2019-01-17
56625.11 NATIXIS ASG MGD FUT CL N
P
2017-02-02
2019-01-17
19342.401 NATIXIS ASG MGD FUT CL N
P
2017-03-07
2019-09-06
200 NORTHROP GRUMMAN CORP
P
2017-08-17
2019-09-06
3200 OCCIDENTAL PETE CORP
P
2016-12-09
2019-05-29
29774.563 T ROWE PRICE NEW HORIZONS FD
P
2017-03-07
2019-05-22
7359.125 T ROWE PRICE NEW HORIZONS FD
P
2017-04-18
2019-05-22
6967.615 T ROWE PRICE NEW HORIZONS FD
P
2017-08-17
2019-05-22
3729.247 T ROWE PRICE NEW HORIZONS FD
P
2017-12-15
2019-05-22
6505.798 T ROWE PRICE NEW HORIZONS FD
P
2018-12-14
2019-05-22
2000 SCHWAB CHARLES CORP NEW
P
2014-05-09
2019-09-06
1500 STARBUCKS CORP
P
2016-12-09
2019-05-29
1000 STARBUCKS CORP
P
2017-02-02
2019-05-29
2000 STARBUCKS CORP
P
2017-04-18
2019-05-29
600 STARBUCKS CORP
P
2017-06-07
2019-05-29
1000 STARBUCKS CORP
P
2017-08-17
2019-05-29
600 UNION PAC CORP
P
2017-06-07
2019-09-06
400 UNION PAC CORP
P
2017-04-18
2019-09-06
2000 VANGUARD MID-CAP ETF
P
2017-12-20
2019-12-18
1700 VANGUARD MID-CAP ETF
P
2018-05-01
2019-12-18
800 WELLS FARGO & CO COM
P
2003-07-31
2019-05-29
500 WELLS FARGO & CO COM
P
2001-04-25
2019-05-29
1200 WELLS FARGO & CO COM
P
2002-11-13
2019-05-29
500 WELLS FARGO & CO COM
P
2016-12-09
2019-05-29
1000 ALLERGAN PLC SHS
P
2018-11-08
2019-09-06
567.12 FGLMC 5.00% 11/01/21
P
2009-03-27
2019-01-01
558.74 FGLMC 5.5% 7/01/21
P
2009-03-27
2019-01-01
408.28 FNMA 5.0% 7/01/33
P
2009-03-27
2019-01-01
880.68 FNMA 4.50% 7/01/20
P
2009-06-16
2019-01-01
Capital Gain Dividends
(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
300,348
328,526
-28,178
b
300,337
346,128
-45,791
c
73,224
88,872
-15,648
d
226,069
270,398
-44,329
e
193,547
229,602
-36,055
5,753
6,811
-1,058
250,000
250,000
86,956
96,960
-10,004
43,478
46,971
-3,493
43,478
47,894
-4,416
250,000
250,000
97,423
115,569
-18,146
146,134
183,974
-37,840
90,480
54,615
35,865
21,927
21,621
306
684,234
700,000
-15,766
300,000
307,103
-7,103
301,106
288,705
12,401
95,150
63,457
31,693
19,030
12,033
6,997
85,962
100,000
-14,038
68,679
75,000
-6,321
4,462
4,409
53
5,315
6,037
-722
3,134
3,465
-331
1,300
1,564
-264
1,907
1,967
-60
697
568
129
484,186
500,000
-15,814
4,022
2,840
1,182
122,458
110,000
12,458
111,739
115,000
-3,261
107,492
100,000
7,492
763,878
800,000
-36,122
930,142
1,000,000
-69,858
522,076
570,000
-47,924
593,074
730,000
-136,926
498,301
560,588
-62,287
199,807
194,200
5,607
73,896
53,958
19,938
163,957
225,045
-61,088
1,788,856
1,400,000
388,856
442,136
350,000
92,136
418,614
355,000
63,614
224,053
194,928
29,125
390,868
324,769
66,099
79,987
52,670
27,317
112,747
88,113
24,634
75,165
53,974
21,191
150,329
116,947
33,382
45,099
38,170
6,929
75,165
53,291
21,874
99,267
65,394
33,873
66,178
42,553
23,625
353,160
310,378
42,782
300,186
261,562
38,624
36,208
20,280
15,928
22,630
11,708
10,922
54,312
27,902
26,410
22,630
28,494
-5,864
162,072
168,751
-6,679
567
589
-22
559
584
-25
408
422
-14
881
909
-28
518,877
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
-28,178
b
-45,791
c
-15,648
d
-44,329
e
-36,055
-1,058
-10,004
-3,493
-4,416
-18,146
-37,840
35,865
306
-15,766
-7,103
12,401
31,693
6,997
-14,038
-6,321
53
-722
-331
-264
-60
129
-15,814
1,182
12,458
-3,261
7,492
-36,122
-69,858
-47,924
-136,926
-62,287
5,607
19,938
-61,088
388,856
92,136
63,614
29,125
66,099
27,317
24,634
21,191
33,382
6,929
21,874
33,873
23,625
42,782
38,624
15,928
10,922
26,410
-5,864
-6,679
-22
-25
-14
-28
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
884,844
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
...................
3
59,420
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?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
3,732,131
76,480,272
0.04880
2017
3,318,358
75,408,706
0.04401
2016
2,763,179
56,474,949
0.04893
2015
1,966,593
53,625,106
0.03667
2014
1,828,481
39,555,073
0.04623
2
Total
of line 1, column (d)
.....................
2
0.224631
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
0.044926
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
75,506,999
5
Multiply line 4 by line 3
......................
5
3,392,227
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
22,271
7
Add lines 5 and 6
........................
7
3,414,498
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,790,769
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
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
22,271
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
22,271
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
22,271
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
24,900
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
24,900
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
2,629
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
2,629
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
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
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
FLEISCHMANN & WADAINCCPAs
Telephone no.
(415) 332-0220
Located at
999 FIFTH AVE SUITE 320
SAN RAFAEL
CA
ZIP+4
949012985
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
MUFG UNION BANK NA
CORP.TRUSTEE
15.00
557,069
PO BOX 52007
PHOENIX
,
AZ
85072
THOMAS J FEENEY ESQ
TRUSTEE
5.00
0
236 WEST PORTAL AVE 847
SAN FRANCISCO
,
CA
941271423
CHESTER R MACPHEE III
Trustee
10.00
133,208
PO BOX 591717
SAN FRANCISCO
,
CA
94159
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
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
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
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
70,465,750
b
Average of monthly cash balances
.......................
1b
3,161,002
c
Fair market value of all other assets (see instructions)
................
1c
3,030,100
d
Total
(add lines 1a, b, and c)
.........................
1d
76,656,852
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
76,656,852
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,149,853
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
75,506,999
6
Minimum investment return.
Enter 5% of line 5
..................
6
3,775,350
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
3,775,350
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
22,271
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
22,271
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,753,079
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
3,753,079
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
3,753,079
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
3,790,769
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
3,790,769
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
22,271
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,768,498
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
3,753,079
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
18,599
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,790,769
a
Applied to 2018, but not more than line 2a
18,599
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
3,753,079
e
Remaining amount distributed out of corpus
19,091
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
19,091
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
19,091
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
19,091
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CHESTER R MACPHEE III
PO BOX 591717
SAN FRANCISCO
,
CA
941591717
(415) 705-7156
b
The form in which applications should be submitted and information and materials they should include:
LETTERS EXPLAINING QUALIFIED ACTIVITIES UNDER IRC SECTION 501(C)(3).
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CONTRIBUTIONS ARE MADE PRIMARILY TO SUPPORT LOCAL ACTIVITIES BENEFITTING THE HANDICAPPED AND INFIRMED, AND FOR EDUCATIONAL SUPPORT. HOWEVER, THERE ARE NO SPECIFIC RESTRICTIONS OR LIMITATIONS.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 2599
OAKLAND
,
CA
94614
N/A
PC
To provide nutritious food and nutrition education; distribute food through various networks.
45,000
ARRIBA JUNTOS
1850 MISSION STREET
SAN FRANCISCO
,
CA
94103
N/A
PC
To support their automated offices skills program.
20,000
BRIDGE THE GAP COLLEGE PREP MARIN C
105 DRAKE AVE Mail - Box 1390
SAUSALITO
,
CA
94965
N/A
PC
To provide academic support for vulnerable Marin City students through various educational programs.
45,000
CATHOLIC CHARITIES CYO
990 Eddy Street
SAN FRANCISCO
,
CA
94109
N/A
PC
To fund high quality, educational and developmentally appropriate activities to homeless children and youth.
20,000
CENTRAL CITY HOSPITALITY HOUSE
290 TURK STREET
SAN FRANCISCO
,
CA
94102
N/A
PC
To provide support services to 6th Street / SOMA / Tenderloin residents in need.
30,000
COMMUNITY OVERCOMING RELATIONSHIP A
2211 PALM AVE
SAN MATEO
,
CA
94403
N/A
PC
To provide safety, support and healing to battered women and children.
35,000
COMPASS FAMILY SERVICES
37 GROVE STREET
SAN FRANCISCO
,
CA
94102
N/A
PC
To support mental health services to homeless and extremely low income families.
20,000
CURRY SENIOR CENTER
315 TURK STREET
SAN FRANCISCO
,
CA
94102
N/A
PC
To provide services to seniors in the Tenderloin including primary health care, health education and behavioral health.
60,000
EPISCOPAL COMMUNITY SERVICES OF SF
165 EIGHTH STREET 3RD FLOOR
SAN FRANCISCO
,
CA
94103
N/A
PC
To support for emergency shelter, meals and other safety net services for the homeless.
90,000
FACES FAMILY AND CHILD EMPOWERMENT
1101 MASONIC AVENUE
SAN FRANCISCO
,
CA
94102
N/A
PC
To provide affordable and reliable child care to low income San Francisco residents; also provides employment services, counseling and parenting workshops.
45,000
FOOD BANK OF CONTRA COSTA COUNTY
4010 NELSON AVENUE
CONCORD
,
CA
94520
N/A
PC
To provide nutritional assistance to low-income people in Contra Costa and Solano counties.
20,000
HOMELESS PRENATAL PROGRAM
2500 18TH STREET
SAN FRANCISCO
,
CA
94110
N/A
PC
To provide services for low-income and homeless families.
110,000
JEWISH FAMILY CHILDREN SERVICES
2150 POST STREET PO Box 159004
SAN FRANCISCO
,
CA
94115
N/A
PC
To support their special needs program for children and their families.
40,000
LA CAS DE LAS MADRES
1269 HOWARD STREET
SAN FRANCISCO
,
CA
94103
N/A
PC
To provide domestic violence safety net services.
130,000
LITTLE SISTERS OF THE POOR FOR THE
300 LAKE STREET
SAN FRANCISCO
,
CA
94118
N/A
PC
To provide assisted living and skilled nursing to elderly Bay Area residents in need.
30,000
LOAVES AND FISHES OF CONTRA COSTA C
835 FERRY STREET
MARTINEZ
,
CA
94553
N/A
PC
To support their core services.
20,000
MEALS ON WHEELS
1375 FAIRFAX AVENUE
SAN FRANCISCO
,
CA
94124
N/A
PC
To provide meals to low-income, homebound seniors.
40,000
SAN FRANCISCO SENIOR CENTER
890 BEACH STREET
SAN FRANCISCO
,
CA
94109
N/A
PC
To support AARP Experience Corps Marin Program.
25,000
CASA OF SONOMA COUNTY
PO BOX 1418
KENWOOD
,
CA
95452
N/A
PC
To recruit and train volunteers as court appointed special advocates for abused and neglected children
30,000
PROJECT OPEN HAND
730 POLK STREET 3RD FLOOR
SAN FRANCISCO
,
CA
94109
N/A
PC
To provide meals to homebound or critically ill individuals and seniors
25,000
RAPHAEL HOUSE
1065 SUTTER STREET
SAN FRANCISCO
,
CA
94109
N/A
PC
To provide support services to homeless children and families and expand services to a larger number of recipients.
110,000
REDWOOD EMPIRE FOOD BANK
3990 BRICKWAY BOULEVARD
SANTA ROSA
,
CA
95403
N/A
PC
To support their mobile Food Pantry Program serving low-income families with young children in Sonoma County.
45,000
RITTER CENTER
PO BOX 3517
SAN RAFAEL
,
CA
94912
N/A
PC
To assist low-income and homeless populations in Marin County
25,000
ST VINCENT DE PAUL SOCIETY
1175 HOWARD STREET
SAN FRANCISCO
,
CA
94103
N/A
PC
To support Riley Center for Battered Women and their children.
105,000
SAN FRANCISCO AND MARIN FOOD BANK
900 Pennsylvania Avenue
SAN FRANCISCO
,
CA
94107
N/A
PC
To support and expand Marin Pantry Network and SF Healthy Children Pantry program.
75,000
NEW DOOR VENTURES
3221 20TH ST
San Francisco
,
CA
94110
N/A
PC
Prepares low income youth disconnected from school and work for success in work and life through paid jobs.
30,000
Second Harvest of Silicon Valley
4001 N 1st Street
SAN JOSE
,
CA
95134
N/A
PC
To provide support for their food assistance programs.
60,000
Swords to Ploughshares Vet Rights O
1060 Howard Street
San Francisco
,
CA
94103
N/A
PC
To provide support services to homeless and low-income vets.
55,000
Turn On To America Oakland
1507 Purson Lane
Layfayette
,
CA
94549
N/A
PC
To provide support to volunteers collecting food donations and distributing to low-income neighborhoods.
5,000
Whistlestop
930 Tamalpais Drive
San Rafael
,
CA
94901
N/A
PC
To support programs for providing transportation services, daily nutrition and social connectivity to older low income adults in Marin County.
25,000
Wayfinder Family Services
2381 MARINER SQUARE DR STE 275
ALAMEDA
,
CA
94501
N/A
PC
To support their programs providing early intervention and education services to young children who are blind or visually impaired.
5,000
Buckelew Programs
555 LOS GAMOS DRIVE SUITE 240
SAN RAFAEL
,
CA
94903
N/A
PC
To provide support for their mental health programs.
10,000
CEID CNTR Early Intervention on Dea
1035 Grayson Street
Berkeley
,
CA
94710
N/A
PC
To support their home based education and support program.
35,000
Hearing Speech Center of N CA
1234 Divisadero Street
San Francisco
,
CA
94115
N/A
PC
To support children with hearing loss to become self-assured, confident and independent young adults.
20,000
IN SPIRIT
PO BOX 383
WOODACRE
,
CA
94973
N/A
PC
To provide support for their Attendant Care Program.
10,000
Samaritan House
4031 Pacific Blvd
San Mateo
,
CA
94403
N/A
PC
To support homelessness prevention program and services for low income families headed by single mothers in San Mateo County.
20,000
OAKES CHILDREN'S CENTER INC
1550 TREAT AVE
SAN FRANCISCO
,
CA
94110
N/A
PC
To support their general operation and core programs.
100,000
POMEROY REC REHABILITATION CNTR
207 SKYLINE BLVD
SAN FRANCISCO
,
CA
94132
N/A
PC
To provide support for the after-school program providing recreational, educational, and vocational facilities and services to individuals with disabilities.
95,000
Weingarten Children's Center
3518 Jefferson Ave
Redwood City
,
CA
94062
N/A
PC
To support their early intervention education program to develop auditory and oral expertise in deaf children.
40,000
Charles Armstrong School
1405 Solana Drive
Belmont
,
CA
94002
N/A
PC
To support financial aid for students in special education programs.
70,000
Eastside College Preparatory School
1041 Myrtle Street
East Palo Alto
,
CA
94303
N/A
PC
To provide rigorous college prep for low-income, first generation college bound students.
50,000
Enterprise for Youth
200 Pine Street 6th Floor
San Francisco
,
CA
94104
N/A
PC
To support This Way Ahead program to underserved San Francisco youths.
20,000
Mission Delores Academy
3371 16th Street
San Francisco
,
CA
94114
N/A
PC
To support tuition assistance to inner-city low income students.
15,000
Saint Mary's College of California
1928 St Marys Road
Moraga
,
CA
94575
N/A
PC
To support their Undergraduate Scholarship Assistance Fund.
5,000
Stanbridge Academy
515 East Poplar Avenue
San Mateo
,
CA
94401
N/A
PC
To support their tuition assistance program for low-income learning disabled students.
80,000
YWCA Sonoma County
811 Third Street
Santa Rosa
,
CA
95404
N/A
PC
To provide support for emergency shelter services for domestic violence victims.
20,000
Sterne School
838 KEARNY ST
San Francisco
,
CA
94108
N/A
PC
To provide tuition assistance for students with moderate to severe learning differences.
30,000
UOP McGeorge School of Law
3601 Pacific Ave
Stockton
,
CA
95211
N/A
PC
To provide support to students while volunteering during summer in public interest organizations.
10,000
Marin Brain Injury Network of Bay A
1132 Magnolia Avenue
Larkspur
,
CA
94939
N/A
PC
To provide support for their brain injury specific services.
30,000
Operation Access
1119 Market Street Suite 400
San Francisco
,
CA
94103
N/A
PC
To support their operations which manage donated surgeries and specialty care to low-income, uninsured Bay Area patients.
35,000
Acknowledge Alliance
2483 Old Middlefield Way Suite 201
Mountain View
,
CA
94043
N/A
PC
To provide support for the direct psychotherapy services to at-risk youth at Court and Community schools in San Mateo County.
30,000
Adolescent Counseling Services
643 BLAIR ISLAND RD 301
REDWOOD CITY
,
CA
94063
N/A
PC
To support their Adolescent Substance Abuse Treatment Program.
35,000
Advokids
5643 Paradise Drive 12B
Corte Madera
,
CA
94925
N/A
PC
To provide support for legal information, support, and education to advocates for foster children in California.
100,000
Boys Girls Club of San Francisco
380 FULTON STREET
San Francisco
,
CA
94102
N/A
PC
To provide support for their Youth Workforce Development programs.
40,000
CASA of San Mateo County
330 Twin Dolphin Dr Ste 139
Redwood City
,
CA
95065
N/A
PC
To provide support for Court Appointed Special Advocates for abused and neglected children under protection of the court.
30,000
City Youth Now
375 Woodside Avenue
San Francisco
,
CA
94127
N/A
PC
To support programs for youths under court jurisdiction through education and literacy.
100,000
Holy Family Day Homes of San Franci
299 Dolores Avenue
San Francisco
,
CA
94103
N/A
PC
To support their high quality early childhood education and comprehensive family support programs.
40,000
Homework Central
PO Box 6687
San Mateo
,
CA
94403
N/A
PC
To assist in general funding for their programs
7,500
Huckleberry Youth Programs
3450 Geary Blvd Suite 107
San Francisco
,
CA
94118
N/A
PC
To support their programs to service high-needs youths in San Francisco and Marin.
75,000
Larkin Street Youth Services
134 Golden Gate Avenue
San Francisco
,
CA
94102
N/A
PC
To support their programs for Housing and Support services.
105,000
Northern California Family Center
2244 Pacheco Blvd
Martinez
,
CA
94553
N/A
PC
To support their programs for runaway, abused and homeless youth.
45,000
Ravenswood Family Health Center
1885 Bay Road
East Palo Alto
,
CA
94303
N/A
PC
To support their program to provide oral health care and dentistry services to low income underserved young children and children with special needs.
30,000
Reading Partners
180 Grand Avenue Ste 800
Oakland
,
CA
94612
N/A
PC
To provide support for recruiting and training volunteers to work one-on-one with low income students to improve reading skills to grade level.
115,000
Safe Sound
1757 Waller Street
San Francisco
,
CA
94117
N/A
PC
To support their program to provide essential direct services, crisis support and education, including therapeutic childcare, early interventions, mental health services and emergency needs.
120,000
San Francisco CASA
2535 Mission Street
San Francisco
,
CA
94110
N/A
PC
To support their program to recruit, train and supervise volunteers to provide individual advocacy and mentoring to foster care kids.
70,000
San Francisco Education Fund
2730 Bryant Street 2nd Floor
San Francisco
,
CA
94110
N/A
PC
To provide support to their programs recruiting and training volunteers in San Francisco schools with emphasis on preparing students from low income high need communities.
25,000
Side by Side
300 Sunny Hills Drive
San Anselmo
,
CA
94960
N/A
PC
To support programs providing academic and therapeutic activities for children with severe emotional and behavioral difficulties.
15,000
Sunset Youth Services
3918 Judah Street
San Francisco
,
CA
94122
N/A
PC
To support Youth Development Program services for high risk youths.
55,000
EPIPHANY CENTER MT ST JOSEPH
100 MASONIC AVE
SAN FRANCISCO
,
CA
94118
N/A
PC
To provide licensed therapeutic early education for children from low-income families at risk for developmental delays.
40,000
PENINSULA FAMILY SERVICE SAN MATEO
24 SECOND AVE
SAN MATEO
,
CA
94401
N/A
PC
To provide early learning services to low income children, which include preparing children for academic success and support parents and families working toward financial stability.
15,000
SOUTH OF MARKET CHILD CARE
790 FOLSOM STREET
SAN FRANCISCO
,
CA
94107
N/A
PC
To support program to deliver low-cost child development and early education programming.
25,000
COMMITTEE ON THE SHELTERLESS PETALU
900 Hopper Street
Petaluma
,
CA
94953
N/A
PC
To provide relief to 1700+ homeless Sonoma County residents by providing basic services, programs for recovery and skills building programs.
30,000
LIFEMOVES MENLO PARK
181 Constituion Drive
Menlo Park
,
CA
94025
N/A
PC
To provide interim housing and supportive services.
30,000
SHELTER INC CONCORD
1333 Willow Pass Road Suite 206
Concord
,
CA
94520
N/A
PC
To provide services preventing and ending homelessness in Contra Costa County.
25,000
BIG BROTHERS BIG SISTERS OF THE BAY
65 Battery Street 2nd Floor
San Francisco
,
CA
94111
N/A
PC
To provide year-round mentor for very low-income youth 6-18 in Bay Area counties.
35,000
FIRST PLACE FOR YOUTH OAKLAND
426 17th Street Suite 100
Oakland
,
CA
94612
N/A
PC
To provide services to 18-24 foster youth to prevent poverty/homelessness.
30,000
SAN FRANCISCO ACHIEVERS
275 5th Street 3rd Floor
San Francisco
,
CA
94103
N/A
PC
To provide college scholarships, mentoring and guidance to African American male students from SF public schools
25,000
10000 DEGREES
1650 LOS GAMOS DRIVE STE 110
SAN RAFAEL
,
CA
94903
N/A
PC
TO SUPPORT STUDENTS TO CONSIDER, QUALIFY, ENROLL AND FINISH COLLEGE EDUCATION. FOSTER YOUTH, ENGLISH AS A SECOND LANGUAGE, FIRST TO COLLEGE AND IMMIGRANTS.
30,000
Access Institute for Psychological
110 Gough Street Suite 301
San Francisco
,
CA
94102
N/A
PC
TO PROVIDE MENTAL HEALTH SERVICES TO LOW INCOME AND UNINSURED IN SAN FRANCISCO;PSYCHOTHERAPY, MEDICATION,ASSESSMENT AND TRAINING SERVICES
20,000
Boys Girls Club of Santa Rosa
1011 Hahman Drive PO Box 2392
Santa Rosa
,
CA
95405
N/A
PC
TO PROVIDE AFTER-SCHOOL ACADEMIC AND LIFE SKILLS AND COLLEGE PREP SUPPORT; PROVIDES FREE ANNUAL DENTAL AND VISION CHECKUPS.
15,000
Boys Girls Club of the Coastside
PO Box 545
Half Moon Bay
,
CA
94019
N/A
PC
TO PROVIDE AFTER-SCHOOL ACADEMIC AND COLLEGE PREP SUPPORT TO LOW INCOME STUDENTS AND JOB/CAREER REDINESS SKILLS.
25,000
De La Salle Academy Concord
1130 Winton Drive
Concord
,
CA
94598
NONE
PC
TO PROVIDE SCHOLARSHIP SUPPORT FOR LOW INCOME BOYS; TO RECEIVE A CATHOLIC LASALLIAN EDUCATION
30,000
Hamilton Family Center
273 Ninth Street
San Francisco
,
CA
94103
NONE
PC
TO PROVIDE SHELTER AND SERVICES FOR HOMELESS AND LOW INCOME INDIVIDUALS INCLUDING HOMELESS PREVENTION AND CHILDREN'S SERVICES
25,000
North Marin Community Services
680 Wilson Avenue
Novato
,
CA
94947
N/A
PC
TO PROVIDE SHELTER AND SERVICES FOR LOW INCOME INDIVIDUALS, INCLUDING CHILD DEVELOPMENT, HEALTH AND WELLNESS CLINICS, OFFERING SAFETY NET FOR FAMILIES AND COMMUNITY
30,000
Rubicon Programs Inc
25000 Bissel Avenue
Richmond
,
CA
94804
N/A
PC
TO PROVIDE JOB TRAINING/PLACEMENT, HOUSING, BEHAVIORAL HEALTH, AND OTHER SUPPORTIVE SERVICES TO LOW INCOME AND HOMELESS INDIVIDUALS.
25,000
SAVE - Save Alternatives to Violent
1900 Mowry Avenue Suite 201
Fremont
,
CA
94538
N/A
PC
TO PROVIDE CRISIS SUPPORT SERVICES TO ALAMEDA COUNTY DOMESTIC VIOLENCE VICTIMS.
40,000
West Valley Community Services
10104 Vista Drive
Cupertino
,
CA
95014
N/A
PC
TO PROVIDE SHELTER AND SERVICES TO LOW INCOME RESIDENTS OF WEST VALLEY REGION OF SANTA CLARA COUNTY.
15,000
Community Music Center
544 Cap Street
San Francisco
,
CA
94110
N/A
PC
To promote inclusive music education in SF, including a grant to support low-income youth
10,000
Freedom House
PO Box 2065
Burlingame
,
CA
94011
N/A
PC
To provide housing and long-term support services for adult female human trafficking victims
10,000
Total
.................................
3a
3,682,500
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
68,675
4
Dividends and interest from securities
....
14
1,853,144
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
98,286
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
884,844
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)
..
2,020,105
884,844
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,904,949
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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.)
8
ALL AMOUNTS ABOVE ARE PASSIVE IN NATURE AND NOT FUNCTIONAL.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
19009920
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description