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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
Name of foundation
Teichert Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)3500 American River Drive
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sacramento, CA95864
A Employer identification number

68-0212355
B Telephone number (see instructions)

(916) 484-3011
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$13,670,793J 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) 1,507,168
2 Check bullet.............
3 Interest on savings and temporary cash investments 39 39  
4 Dividends and interest from securities... 326,335 326,335  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -54,168
b Gross sales price for all assets on line 6a 6,915,664
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 59,042 59,042  
12 Total. Add lines 1 through 11........ 1,838,416 385,416  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 151,237     151,237
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 923     923
b Accounting fees (attach schedule)....... Click to see attachment 10,905     10,905
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 47,750      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,896     4,896
21 Travel, conferences, and meetings....... 31,697     31,697
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 229,163 37,454   190,484
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 476,571 37,454   390,142
25 Contributions, gifts, grants paid....... 380,114 380,114
26 Total expenses and disbursements. Add lines 24 and 25 856,685 37,454   770,256
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 981,731
b Net investment income (if negative, enter -0-) 347,962
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 231,473 44,483 44,483
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 328,400    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,252,479 Click to see attachment13,626,310 13,626,310
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,812,352 13,670,793 13,670,793
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 500,000 500,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund 701,995 701,995
28 Retained earnings, accumulated income, endowment, or other funds 7,610,357 12,468,798
29 Total net assets or fund balances (see instructions)..... 8,812,352 13,670,793
30 Total liabilities and net assets/fund balances (see instructions). 8,812,352 13,670,793
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
8,812,352
2
Enter amount from Part I, line 27a .....................
2
981,731
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,876,710
4
Add lines 1, 2, and 3 ..........................
4
13,670,793
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,670,793
Form 990-PF (2020)
Form 990-PF (2020)
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 200,000 FV Aon corp P 2018-03-09 2020-06-30
b 3,539 shs artisan intl value i P 2019-12-03 2020-11-17
c 61,270 shs Baird Core Plus BD Inst P 2020-04-01 2020-04-28
d 30,194 shs Brandywine Global P 2020-04-01 2020-04-28
e 12,752 shs Champlain Mid Cap Fd P 2020-04-01 2020-04-28
9,457 shs Dodge & Cox Income Fund P 2019-12-31 2020-11-17
5,226 shs Dodge & Cox Stock Fund P 2020-04-01 2020-04-28
871 shs Eventide Healthcare & Life Sciences P 2019-12-13 2020-11-13
12,198 shs Grandeur Peak International Opps P 2019-12-13 2020-09-04
40,003 shs Grandeur Peak International Oppty P 2019-12-13 2020-04-28
11,879 shs Hotchkis & Wiley Mid Cap Value Fd P 2020-04-01 2020-04-28
710 shs Hotchkis & Wiley Value Opps P 2020-04-28 2020-11-17
6,320 shs Johcm International Select P 2019-12-13 2020-11-13
7,872 shs Meridian Small Cap Growth P 2020-04-01 2020-04-28
12,005 shs Metropolitan West Total Return Bd P 2020-04-28 2020-11-17
12,422 shs Pax Global Environmental Mkts P 2020-04-01 2020-04-28
9,795 shs Seafarer Overseas Growth & Income Fd P 2019-12-13 2020-04-28
2,754 shs Spyglass Growth Institutional P 2020-04-28 2020-11-17
125,000 FV The Goldman Sachs Group P 2016-07-19 2020-06-15
5,243 shs Vanguard 500 Index Admiral P 2020-04-28 2021-03-01
47,610 shs Vanguard Short-term Treasury IDX P 2019-12-03 2020-10-29
917 shs Vulcan Value Partners Small Cap P 2019-12-13 2020-11-17
8,638 shs WCM Focused International Growth P 2019-12-13 2020-11-13
(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 202,240   209,596 -7,356
b 128,000   123,094 4,906
c 722,980   710,512 12,468
d 334,544   357,142 -22,598
e 237,058   268,976 -31,918
139,000   134,289 4,711
792,547   1,010,375 -217,828
46,000   35,530 10,470
50,000   43,790 6,210
120,000   143,615 -23,615
241,601   381,020 -139,419
20,000   14,923 5,077
181,000   151,690 29,310
101,702   130,148 -28,446
139,000   136,384 2,616
181,107   208,054 -26,947
100,000   118,526 -18,526
50,000   37,268 12,732
125,000   142,884 -17,884
1,811,000   1,453,988 357,012
978,885   980,547 -1,662
15,000   16,551 -1,551
199,000   160,930 38,070
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       -7,356
b       4,906
c       12,468
d       -22,598
e       -31,918
      4,711
      -217,828
      10,470
      6,210
      -23,615
      -139,419
      5,077
      29,310
      -28,446
      2,616
      -26,947
      -18,526
      12,732
      -17,884
      357,012
      -1,662
      -1,551
      38,070
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 -54,168
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,837
c All other domestic foundations enter 1.39% 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 4,837
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 4,837
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 3
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 3,160
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,160 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletNorm Eilert Telephone no.bullet (916) 484-3011

    Located atbullet3500 American River DrSacramentoCA ZIP+4bullet95864
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Frederick A Teichert Executive Direc
    32.00     		151,237    
    3500 American River Drive
    Sacramento,CA95864
    Paula D James Secretary
    2.00     		0    
    3500 American River Drive
    Sacramento,CA95864
    Norman E Eilert Treasurer
    4.00     		0    
    3500 American River Drive
    Sacramento,CA95864
    Len McCandliss Director
    1.00     		0    
    3500 American River Drive
    Sacramento,CA95864
    Judson T Riggs Director
    1.00     		0    
    3500 American River Drive
    Sacramento,CA95864
    Ronald L Gatto Vice President
    1.00     		0    
    3500 American River Drive
    Sacramento,CA95864
    Melita M Teichert Director
    1.00     		0    
    3500 American River Drive
    Sacramento,CA95864
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    11,757,498
    b
    Average of monthly cash balances.......................
    1b
    452,724
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,210,222
    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
    12,210,222
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    183,153
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,027,069
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    601,353
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    601,353
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,837
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,837
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    596,516
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    596,516
    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
    596,516
    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
    770,256
    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
    770,256
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    770,256
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 596,516
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 326,721
    b From 2016...... 369,460
    c From 2017...... 334,028
    d From 2018...... 407,765
    e From 2019...... 181,090
    fTotal of lines 3a through e........ 1,619,064
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 770,256
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 596,516
    e Remaining amount distributed out of corpus 173,740
    5 Excess distributions carryover applied to 2020.    
    (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 1,792,804
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		326,721
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,466,083
    10 Analysis of line 9:
    a Excess from 2016.... 369,460
    b Excess from 2017.... 334,028
    c Excess from 2018.... 407,765
    d Excess from 2019.... 181,090
    e Excess from 2020.... 173,740
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ALLEGRA PICKETT GRANTS MANAGER
    PO BOX 15002
    SACRAMENTO,CA958511002
    (916) 484-3255
    bThe form in which applications should be submitted and information and materials they should include:
    All Applications must be submitted via egrant. In addition to the applicant Organization's name, tax ID Number and a general description of proposed use of grant proceeds, applicants must submit the following: 1) Proposal narrative, 2) Board of directors/affiliations, 3) Program Budget, and 4) Operational budget for agency..
    cAny submission deadlines:
    AUGUST 28, 2020 AND FEBRUARY 26, 2021
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE GEOGRAPHIC REACH OF THE FOUNDATION COINCIDES GENERALLY WITH THE AREAS IN WHICH TEICHERT CONSTRUCTION AND TEICHERT AGGREGATES DO BUSINESS. THE FOLLOWING COUNTIES ARE WITHIN THE SCOPE OF FOUNDATION GRANTING ACTIVITY: Alameda, Alpine, Amador, Butte, Calaveras, Colusa, Contra Costa, El Dorado, Fresno, Madera, Mariposa, Merced, Mono, Monterey, Nevada, Los Angeles, Orange County, Placer, Sacramento, San Benito, San Bernardino, San Diego, San Francisco, San Joaquin, San Mateo, Santa Clara, Solano, Stanislaus, Sutter, Tuolumne, Tulare, Washoe, Yolo, and Yuba THE FOUNDATION WILL NOT CONSIDER GRANTS TO THE FOLLOWING TYPES OF ORGANIZATIONS OR FOR THE FOLLOWING PURPOSES:RELIGIOUS ORGANIZATIONS FOR EXPLICIT RELIGIOUS ACTIVITIES, AS DISTINGUISHED FROM SOCIAL OR EDUCATIONAL ACTIVITIES POLITICAL ORGANIZATIONS OR POLITICAL CAMPAIGNS FRATERNAL ORGANIZATIONS, SOCIETIES, OR ORDERS COURTESY ADVERTISING OR TICKETS FOR BENEFITS TELEPHONE SOLICITATIONS NATIONAL FUNDRAISING EFFORTS
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ALF - Great Valley Chapter Inc
    821 13th Street Ste C
    Modesto,CA95354     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Big Brothers Big Sisters of San Die
    4305 University Avenue Ste 590
    San Diego,CA92105     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Boys Girls Clubs of Long Beach
    3635 Long Beach Blvd
    Long Beach,CA90807     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Boys Girls Club of Greater Sacramen
    5212 Lemmon Hill Avenue
    Sacramento,CA95824     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,500
    Boys Girls Club of Contra Costa
    4674 Appian Way
    El Sobrante,CA94820     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Boys Girls Club of Alameda
    1900 Third Street
    Alameda,CA94501     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 3,500
    Boys Girls Club of Lodi
    275 Poplar Street
    Lodi,CA95240     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 4,000
    Boys Girls Clubs of Stanislaus Coun
    PO Box 3349
    Modesto,CA95353     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 4,000
    Child Advocates of Placer County
    11641 Blocker Dr Ste 220
    Auburn,CA95603     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    California State University Chico
    Sapp Hall-University Advancement
    Chico,CA95929     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 200
    CASA of Contra Costa
    2151 Salvio Street 295
    Concord,CA94520     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 4,000
    California State University Fresno
    5244 North Jackson MS KC45
    Fresno,CA93740     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Capital Public Radio
    7055 Folsom Blvd
    Sacramento,CA95826     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 120
    CASA of Monterey County
    945 Main Street ste 107
    Salinas,CA93901     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 6,665
    Central Valley Holocaust Educators
    PO Box 601165
    Sacramento,CA95860     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Fostering Media Connections
    412 W 6th Street 1111
    Los Angeles,CA90014     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Chabot Space and Science Center
    10000 Skyline Blvd
    Oakland,CA94619     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Chicks in Crisis Inc
    9455 E Stockton Blvd Box 263
    Elk Grove,CA95624     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 3,000
    Coastal Roots Farm
    441 Saxony Road
    San Diego,CA92024     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Community Initiatives
    1000 Broadway Ste 480
    Oakland,CA94607     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Compassion Planet
    5465 Pacific Street
    Rocklin,CA95677     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 2,500
    American Red Cross Sacramento
    8928 Volunteer Lane
    Sacramento,CA95826     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 1,375
    Disabled American Veterans Charitab
    3725 Alexandria Pike
    Cold Springs,KY41076     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 250
    Greater Sacramento Urban League
    3725 Marysville Blvd
    Sacramento,CA95838     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 7,000
    Interfaith Food Ministry
    440 Henderson Street
    Grass Valley,CA95945     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 3,962
    Leukemia Lymphoma Society
    2143 Hurley Way Suite 110
    Sacramento,CA95825     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 100
    Food Inc dba Central CA Food Bank
    4010 E Amendola Drive
    Fresno,CA93725     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 7,500
    Mentoring Black Sisters Inc
    9960 W Savona Drive
    Sacramento,CA95829     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 4,000
    Good360
    675 N Washington Street Ste 330
    Alexandria,VA22314     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 250
    Placer Community Foundation
    PO Box 9207
    Auburn,CA95604     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Harmony at Home
    3785 Via Nona Marie Ste 300
    Carmel,CA93923     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Headwaters Science Institute
    PO Box 913
    Soda Springs,CA95728     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 3,500
    Homeaid Northern California
    1350 Treat Boulevard Ste 140
    Walnut Creek,CA94597     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 6,500
    Impact Foundry
    4700 Roseville Rd Ste 211
    North Highlands,CA95660     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Improve Your Tomorrow
    1017 L Street 632
    Sacramento,CA95814     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Lighthouse Counseling Family Resour
    427 A Street Ste 400
    Lincoln,CA95648     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 4,000
    Latino Leadership Council
    2945 Bell Road 274
    Auburn,CA95603     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 3,000
    Sacramento Loaves Fishes
    1321 North C Street
    Sacramento,CA95811     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,250
    Sacramento Region Community Foundat
    555 Capitol Mall Suite 550
    Sacramento,CA95814     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 8,220
    Livermore Shakespeare Festival
    PO Box 2616
    Livermore,CA94551     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Salvation Army - Del Oro Division
    3755 North Freeway Boulevard
    Sacramento,CA95834     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 500
    Living Coast Discovery Center
    1000 Gunpowder Point Drive
    Chula Vista,CA91910     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Second Harvest Food Bank of San Joa
    704 E Industrial Park Drive
    Manteca,CA95337     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 10,000
    Los Rios Community College District
    1919 Spanos Court
    Sacramento,CA95825     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 3,000
    Northern California Construction Tr
    8516 Fruitridge Road Ste O
    Sacramento,CA95826     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 6,000
    Operation USA
    7420 Beverly Blvd PH
    Los Angeles,CA90036     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 500
    Placer Food Bank
    8284 Industrial Avenue
    Roseville,CA95678     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 104
    River City Food Bank
    1800 28th Street
    Sacramento,CA95618     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Roberts Family Development Center
    770 Darina Avenue
    Sacramento,CA95815     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 3,000
    Russell Ranch PTA
    375 Dry Creek Road
    Folsom,CA95630     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 250
    Sacramento Cottage Housing
    1217 Del Paso Blvd
    Sacramento,CA95815     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,053
    Sacramento Food Bank
    3333 Third Avenue
    Sacramento,CA95817     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Sacramento Regional Family Justice
    1477 Drew Avenue Suite 103
    Davis,CA95618     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Saint John's Program for Real Chang
    2443 Fair Oaks Blvd 369
    Sacramento,CA95825     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,210
    YMCA of San Benito County
    351 Tres Pinos Road Ste A-201
    Hollister,CA95023     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Salvation Army - Red Shield Center
    1649 Las Vegas Street
    Modesto,CA95358     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 1,000
    Salvation Army - Turlock Corp
    893 Lander Avenue
    Turlock,CA95381     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 250
    Adventure Risk Challenge
    42433 Buckeye Road
    Oakhurst,CA93644     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    B Street Theatre
    2711 B Street
    Sacramento,CA95816     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Shriner's Hospital
    2425 Stockton Blvd
    Sacramento,CA95817     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 200
    Sierra Community House
    PO Box 1232
    Kings Beach,CA96143     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Sierra Nevada Memorial Hospital Fou
    140 Litton Dr Ste 220
    Grass Valley,CA95945     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Single Mom Strong
    7525 Auburn Blvd Ste 5
    Citrus Heights,CA95610     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 4,000
    Silicon Valley Urban Debate League
    502 Valley Way
    Milpitas,CA95035     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    St Mary's Dining Room
    545 W Sonora Street
    Stockton,CA95203     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Stanford Youth Solutions
    8912 Volunteer Lane
    Sacramento,CA95826     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Sacramento Regional Conservation Co
    6101 27th Street
    Sacramento,CA95822     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Stockton Unified School District
    701 N Madison Street
    Stockton,CA95202     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 4,055
    Teen Success Inc
    508 Valley Way
    Milpitas,CA95035     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    The Crucible
    1260 7th Street
    Oakland,CA94607     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 6,500
    The Michael Ziegler PRIDE Industrie
    10030 Foothills Blvd
    Roseville,CA95747     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 6,000
    Twin Lakes Food Bank
    PO Box 34
    Folsom,CA95630     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    United Samaritans Foundation
    220 South Broadway
    Turlock,CA95380     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 7,500
    Volunteers of America N California
    3434 Marconi Avenue
    Sacramento,CA95821     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Warrior Foundation Freedom Station
    1223 1/2 28th Street
    San Diego,CA92102     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 100
    White Pony Express
    3380 Vincent Rd 107
    Pleasant Hill,CA94523     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Women's Audio Mission
    542-544 Natoma St C-1
    San Francisco,CA94103     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Women's Center - Youth Family Servi
    620 N San Joaquin Street
    Stockton,CA95202     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Women's Empowerment
    1590 North A Street
    Sacramento,CA95811     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    YMCA of Orange County
    13821 Newport Ave 200
    Tustin,CA92780     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    University of the Pacific
    3601 Pacific Avenue
    Stockton,CA95211     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 500
    YMCA of Superior California
    1926 V Street
    Sacramento,CA95818     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Habitat for Humanity of Greater Sac
    819 North 10th Street
    Sacramento,CA95811     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Yolo Community Foundation
    PO Box 1264
    Woodland,CA95776     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Sierra Nevada Children's Museum
    11711 Donner Pass Road
    Truckee,CA96161     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 3,000
    Nehemiah Community Foundation
    640 Bercut Drive Suite A
    Sacramento,CA95811     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 10,000
    Emergency Food Bank of Stockton
    7 W Scotts Avenue
    Stockton,CA95203     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    CASA of El Dorado
    347 Main Street
    Placerville,CA95667     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Stockton Shelter for the Homeless
    411 S Harrison Street
    Stockton,CA95203     		  PC SUPPORT PUBLIC CHARITY PROGRAMS 5,000
    Total .................................bullet 3a 380,114
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 39  
    4 Dividends and interest from securities....     14 326,335  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 112  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -54,168  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc -Global Access Fd     		    14 58,930  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   331,248  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    331,248
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Teichert Foundation
     
    Employer identification number

    68-0212355
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Teichert Foundation
          		Employer identification number
    68-0212355
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    TEICHERT INC
     
    PO BOX 15002
     
    SACRAMENTO, CA95851

    		$ 1,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    EPIC Insurance Brokers
     
    10877 White Rock Rd
     
    Rancho Cordova, CA95670

    		$ 7,168


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Teichert Foundation
          		Employer identification number

    68-0212355
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Teichert Foundation
          		Employer identification number

    68-0212355
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0

    TY 2020 AccountingFeesSchedule
    Name:
    Teichert Foundation
    EIN:
    68-0212355
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 10,905 0 0 10,905

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Teichert Foundation
    EIN:
    68-0212355
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BAIRD ULTRA SHORT BOND FMV 999,008 999,008
    DODGE & COX INCOME FMV 909,136 909,136
    ARTISAN INTL VALUE FMV 869,059 869,059
    EVENTIDE HEALTHCARE AND LIFE SCIENCES FMV 372,406 372,406
    GRANDEUR PEAK INTERNATIONAL OPPS FMV 672,562 672,562
    JOHCM INTERNATIONAL SELECT FMV 715,783 715,783
    SEAFARER OVERSEAS GR AND INCOME FMV 961,141 961,141
    VANGUARD 500 INDEX ADMINAL FMV 1,081,378 1,081,378
    VARIANT ALTERNATIVE INCOME FD FMV 970,046 970,046
    VULCAN VALUE PARTNERS SMALL CAP FMV 793,998 793,998
    WCM FOCUSED INTERNATIONAL GROWTH FMV 714,047 714,047
    GLOBAL ACCESS FUND I, LP FMV 1,912,957 1,912,957
    METROPOLITAN WEST TOTAL RETURN BD I FMV 903,373 903,373
    HOTCHKIS & WILEY VALUE OPPS FMV 1,071,542 1,071,542
    SPYGLASS GROWTH FMV 679,874 679,874

    TY 2020 LegalFeesSchedule
    Name:
    Teichert Foundation
    EIN:
    68-0212355
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 923 0 0 923


    TY 2020 OtherExpensesSchedule
    Name:
    Teichert Foundation
    EIN:
    68-0212355
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Asset Management Fees 37,394 37,394    
    Bank Service Charges 60 60    
    Contract Labor 181,684     181,684
    Filing Fees 160      
    Grant Management software / equip 8,800     8,800
    Penalties 1,065      


    TY 2020 OtherIncomeSchedule2
    Name:
    Teichert Foundation
    EIN:
    68-0212355
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc -Global Access Fd 58,930 58,930  
    Other Investment Income 112 112  


    TY 2020 OtherIncreasesSchedule
    Name:
    Teichert Foundation
    EIN:
    68-0212355
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    Market Value Adjustment from Securities 3,876,710


    TY 2020 TaxesSchedule
    Name:
    Teichert Foundation
    EIN:
    68-0212355
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Taxes 47,750