Form990-PF
Click to see list of attachments

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 01-01-2020 , and ending 12-31-2020
Name of foundation
The Mental Insight Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)538 Broadway Suite A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sonoma, CA95476
A Employer identification number

94-3256579
B Telephone number (see instructions)

(707) 938-8248
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$18,100,226J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 55,316 55,316  
4 Dividends and interest from securities... 218,217 218,217  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 827,597
b Gross sales price for all assets on line 6a 10,026,300
7 Capital gain net income (from Part IV, line 2)... 827,597
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 288,187 27,630  
12 Total. Add lines 1 through 11........ 1,389,317 1,128,760  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,548 6,055   54,493
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 852     852
b Accounting fees (attach schedule)....... Click to see attachment 67,767 14,170   53,597
c Other professional fees (attach schedule)....        
17 Interest............... 299 299    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 34,705 12,705    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 450     450
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 579,342 163,382   415,960
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 743,963 196,611   525,352
25 Contributions, gifts, grants paid....... 4,571,000 2,741,000
26 Total expenses and disbursements. Add lines 24 and 25 5,314,963 196,611   3,266,352
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,925,646
b Net investment income (if negative, enter -0-) 932,149
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.............      
2 Savings and temporary cash investments......... 317,481 494,283 494,283
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)....... 19,406,888 16,237,485 16,237,485
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,186,482 1,268,395 1,268,395
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment129,481 Click to see attachment100,063 Click to see attachment100,063
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,040,332 18,100,226 18,100,226
Liabilities 17 Accounts payable and accrued expenses.......... 70,219 62,084
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) Click to see attachment2,250,002 Click to see attachment1,905,000
23 Total liabilities (add lines 17 through 22)......... 2,320,221 1,967,084
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........ 6,250,000 6,250,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 12,470,111 9,883,142
29 Total net assets or fund balances (see instructions)..... 18,720,111 16,133,142
30 Total liabilities and net assets/fund balances (see instructions). 21,040,332 18,100,226
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
18,720,111
2
Enter amount from Part I, line 27a .....................
2
-3,925,646
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,364,370
4
Add lines 1, 2, and 3 ..........................
4
16,158,835
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
25,693
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,133,142
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 UBS 10236 P 2020-01-01 2020-01-01
b UBS 10236 P 2001-01-01 2020-01-01
c UBS 01171 P 2020-01-01 2020-01-01
d UBS 01171 P 2001-01-01 2020-01-01
e UBS 10234 P 2020-01-01 2020-01-01
UBS 10234 P 2001-01-01 2020-01-01
UBS 10235 P 2020-01-01 2020-01-01
UBS 10235 P 2001-01-01 2020-01-01
UBS 10128 P 2020-01-01 2020-01-01
UBS 10128 P 2001-01-01 2020-01-01
UBS 14446 P 2020-01-01 2020-01-01
UBS 14446 P 2001-01-01 2020-01-01
Private Equity Core Fund III, LP per K-1 P 2020-01-01 2020-01-01
Private Equity Core Fund III, LP per K-1 P 2001-01-01 2020-01-01
Private Equity Core Fund V, LP per K-1 P 2020-01-01 2020-01-01
Private Equity Core Fund V, LP per K-1 P 2001-01-01 2020-01-01
Voyager Capital Fund II-A P 2001-01-01 2020-01-01
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 487,694   473,980 13,714
b 687,153   580,318 106,835
c 314,872   295,718 19,154
d 2,037,236   1,518,728 518,508
e 129,767   136,169 -6,402
1,469,981   1,502,259 -32,278
384,662   382,576 2,086
632,756   616,918 15,838
2,048,854   2,041,462 7,392
1,205,032   1,202,555 2,477
58,304   59,347 -1,043
414,403   387,982 26,421
293     293
28,541     28,541
    691 -691
123,437     123,437
410     410
      2,905
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       13,714
b       106,835
c       19,154
d       518,508
e       -6,402
      -32,278
      2,086
      15,838
      7,392
      2,477
      -1,043
      26,421
      293
      28,541
      -691
      123,437
      410
       
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 2 827,597
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 34,503
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 12,957
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 12,957
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 12,957
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 23,360
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 43,360
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 30,403
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet30,403 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 ofbulletJulie Diamond Telephone no.bullet (707) 938-8248

    Located atbullet538 Broadway Suite ASonomaCA ZIP+4bullet95476
    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
    David Herskovits President
    1.00     		0    
    43 S Portland Ave
    Brooklyn,NY11217
    Robert P Bunje Treasurer
    8.00     		30,274    
    349 Sailfish Isle
    Foster City,CA94404
    Isabelle Kimpton Secretary
    1.00     		0    
    101 Cedar Drive 24
    Incline Village,NV89451
    Barry Bunshoft Director
    8.00     		30,274    
    1 Market St 20th Floor
    San Francisco,CA94105
    Jennifer Catherine Egan Director
    1.00     		0    
    43 South Portland Ave
    Brooklyn,NY11217
    Laura Kimpton Director
    1.00     		0    
    218 Linnie Canal
    Venice,CA90291
    Kay Kimpton Walker Chair-Audit Com
    1.00     		0    
    2620 Jackson
    San Francisco,CA94115
    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
    Virginia Hubbell Associates Foundation Mgmt. 411,675
    538 Broadway Suite A
    Sonoma,CA95476
    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 None 0
    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
    16,460,440
    b
    Average of monthly cash balances.......................
    1b
    421,700
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,233,945
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,116,085
    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
    18,116,085
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    271,741
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,844,344
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    892,217
    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
    892,217
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,957
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,957
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    879,260
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    879,260
    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
    879,260
    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
    3,266,352
    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
    3,266,352
    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
    3,266,352
    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 7 879,260
    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...... 1,609,918
    b From 2016...... 2,045,833
    c From 2017...... 2,308,975
    d From 2018...... 482,907
    e From 2019...... 1,504,808
    fTotal of lines 3a through e........ 7,952,441
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,266,352
    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..... 879,260
    e Remaining amount distributed out of corpus 2,387,092
    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 10,339,533
    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) ...     		1,609,918
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		8,729,615
    10 Analysis of line 9:
    a Excess from 2016.... 2,045,833
    b Excess from 2017.... 2,308,975
    c Excess from 2018.... 482,907
    d Excess from 2019.... 1,504,808
    e Excess from 2020.... 2,387,092
    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:
    Board of Directors
    538 Broadway Suite A
    Sonoma,CA95476
    (707) 938-8248
    bThe form in which applications should be submitted and information and materials they should include:
    Written Application
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    See Statement
    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
    Hoffman Institute
    223 San Anselmo Ste 4
    San Anselmo,CA94901     		None PC CHARITABLE 50,000
    Amazon Watch
    1 Haight St Ste B
    San Francisco,CA94102     		None PC CHARITABLE 30,000
    Marin Humane Society
    171 Bel Marin Keys Blvd
    Novato,CA94949     		None PC charitable 60,000
    Coalition for Homeless Inc
    89 Chambers St
    New York,NY10038     		None PC charitable 30,000
    Theater et al Inc
    5-39 49th Ave
    Long Island,NY11101     		none PC charitable 50,000
    Earth Island Institute
    300 Broadway Suite 28
    San Francisco,CA94133     		None PC charitable 145,000
    Friends of Palm Springs Animal Shel
    4575 E Mesquite Ave
    Palm Springs,CA92264     		None PC charitable 50,000
    Farm Sanctuary Inc
    PO Box 150
    Watkins Glen,NY14891     		None PC Charitable 15,000
    Hospitality Homes
    PO Box 15265
    Boston,MA02215     		None PC Charitable 55,000
    Forever Free Horse Rescue
    78450 Avenue 41
    Bermuda Dunes,CA92203     		None PC Charitable 25,000
    Sky's the Limit Fund
    510A Valley Way
    Milpitas,CA95035     		None PC Charitable 30,000
    Bridge Fund of New York City Inc
    271 Madison Avenue Suite 907
    New York,NY10016     		None PC Charitable 80,000
    Ocean Foundation
    1320 19th St NW 5th Floor
    Washington,DC20036     		None PC Charitable 30,000
    Riverkeeper
    20 Secor Road
    Ossining,NY10562     		None PC Charitable 50,000
    Farmer-Veteran Coalition
    508 2nd St 206
    Davis,CA95616     		None PC Charitable 50,000
    Give Back Yoga Foundation
    900 Baseline Road 13B
    Boulder,CO80302     		None PC Charitable 15,000
    Home for Contemp Theatre Art
    145 6th Ave
    New York,NY10013     		None PC Charitable 50,000
    Homeless Children's Newtork
    3450 3rd St 1C
    San Francisco,CA94124     		None PC Charitable 50,000
    Inquiring Systems Inc
    21885 Bonness Rd
    Sonoma,CA95476     		None PC Charitable 150,000
    Raw Art Works
    37 Central Square 2
    Lynn,MA01901     		None PC Charitable 30,000
    Redford Center
    PO Box 29144
    San Francisco,CA94129     		None PC Charitable 50,000
    Spirit Rock Meditation Center
    5000 Sir Francis Drake Blvd
    Woodacre,CA94973     		None PC Charitable 50,000
    UCSF Foundation
    1545 Divisadero St
    San Francisco,CA94115     		None PC Charitable 30,000
    Carbon Cycle Institute
    245 Kentucky St Ste D
    Petaluma,CA94952     		None PC Charitable 50,000
    A Host of People - Miami Fund
    40 NW 3rd Street Ste 305
    Miami,FL33128     		None PC Charitable 15,000
    Alliance of Resident TheatresNY
    520 Eighth Ave 119
    New York,NY10018     		None PC Charitable 5,000
    Animal Legal Defense Fund
    525 E Cotati Ave
    Cotati,CA94931     		None PC Charitable 50,000
    Clean Ocean Action Inc
    18 Hartshorne Dr Suite 2
    Highlands,NJ07732     		None PC Charitable 50,000
    Clubbed Thumb Inc
    440 Lafayette St 4th Floor
    New York,NY10003     		None PC Charitable 30,000
    Coalition of Immokalee Workers
    110 S 2nd St
    Immokalee,FL34142     		None PC Charitable 15,000
    Collected Objects Inc
    100 Newell St Apt 2R
    Brooklyn,NY11222     		None PC Charitable 3,000
    Great Small Works Inc
    315 West 86th St Suite 4E
    New York,NY10024     		None PC Charitable 2,000
    Massachusetts Coalition for Homeles
    73 Buffum St
    Lynn,MA01902     		None PC Charitable 100,000
    McLean Hospital Corporation
    115 Mill St
    Belmont,MA02478     		None PC Charitable 30,000
    My Stuff Bags Foundation
    5347 Sterling Center Dr
    Westlake Village,CA91361     		None PC Charitable 50,000
    New Yiddish Repertory Theater Inc
    33 51 Street B2
    Weehawken,NJ07086     		None PC Charitable 5,000
    Peculiar Works Laboratory
    595 Broadway 2nd Fl
    New York,NY10012     		None PC Charitable 1,000
    Regeneration Project
    369 Pine St 700
    San Francisco,CA94104     		None PC Charitable 50,000
    Signal-Return Inc
    1345 Division St 102
    Detroit,MI48207     		None PC Charitable 15,000
    Stand
    1410 Danzig Plaza
    Concord,CA94520     		None PC Charitable 100,000
    Talking Band Inc
    93 Mercer St
    New York,NY10012     		None PC Charitable 6,000
    The Tank
    151 W 46th Street 8th Fl
    New York,NY10036     		None PC Charitable 3,000
    5 Gyres Institute
    5792 W Jefferson Blvd
    Los Angeles,CA90016     		None PC charitable 30,000
    CA Institute Yiddish-Yung Yiddish
    333 Washington Blvd 118
    Marina Del Rey,CA90292     		None PC charitable 5,000
    Friends of the Children Inc
    245 Russell St Ste 22
    Hadley,MA01035     		None PC charitable 50,000
    Ketamine Research Foundation
    6 Crest Road
    San Anselmo,CA94960     		None PC charitable 110,000
    Performance Zone Inc
    75 Maiden Lane Suite 906
    New York,NY10038     		None PC charitable 56,500
    Soho Think Tank Inc
    154 Christopher St Ste 1E
    New York,NY10014     		None PC charitable 25,000
    Fractured Atlas Inc
    248 West 35th Street 10th Floor
    New York,NY10001     		None PC Charitable 25,500
    FEAST Inc
    PO Box 2154
    Palm Harbor,FL34682     		None PC Charitable 30,000
    Pioneer Works Art Foundation
    159 Pioneer Street
    Brooklyn,NY11231     		None PC Charitable 30,000
    Algalita Marine Research and Educat
    148 N Marina Dr
    Long Beach,CA90803     		None PC Charitable 30,000
    Grey Muzzle Organization
    14460 Falls of Neuse Road
    Raleigh,NC27614     		None PC Charitable 30,000
    Humane League
    PO Box 10476
    Rockville,MD20849     		None PC Charitable 15,000
    Mint Theater Company Inc
    412 W 42nd St
    New York,NY10036     		None PC Charitable 15,000
    Plastics Oceans Foundation
    4709-1 College Acres
    Wilmington,NC28403     		None PC Charitable 15,000
    Portland Experimental Theatre Ensem
    3520 SE Yamhill St
    Portland,OR97214     		None PC Charitable 17,000
    Protect Our Winters
    4676 Broadway Street
    Boulder,CO80304     		None PC Charitable 30,000
    Springboard for the Arts
    262 University Ave W
    St Paul,MN55103     		None PC Charitable 2,000
    Upstream Policy Institute Inc
    PO Box 1352
    Damariscotta,ME04543     		None PC Charitable 30,000
    Art of Yoga Project
    330 Twin Dolphin Drive Ste 131
    Redwood City,CA94065     		None PC Charitable 30,000
    Arts for Incarcerated Youth Network
    1000 N Alameda Ste 240
    Los Angeles,CA90012     		None PC Charitable 30,000
    Brick Theater Inc
    PO Box 1851 Radio City Station
    New York,NY10101     		None PC Charitable 5,000
    CA Assn of Resource Conservation Di
    705 E Bidwell Street Suite 2-415
    Folsom,CA95630     		None PC Charitable 15,000
    Classical Theatre of Harlem Inc
    8 W 126th St
    New York,NY10027     		None PC Charitable 1,000
    Congress for Jewish Culture Inc
    306 W 18th St Apt 2b
    New York,NY10011     		None PC Charitable 1,000
    Dance to Be Free
    3980 N Broadway Ste 103 PMB - 215
    Boulder,CO80304     		None PC Charitable 15,000
    Far Away Projects
    463 Broadway
    San Francisco,CA94133     		None PC Charitable 15,000
    Independent Arts Media
    2830 20th St
    San Francisco,CA94110     		None PC Charitable 15,000
    Kiss The Ground
    2236 S Barrington Ave
    Los Angeles,CA90064     		None PC Charitable 15,000
    Lineage Project Inc
    228 Park Ave S PMB 98592
    New York,NY10003     		None PC Charitable 30,000
    MAPS
    3141 Stevens Creek Blvd 40563
    San Jose,CA95117     		None PC Charitable 100,000
    Mason Holdings Theatre Inc
    241 6th Avenue 5A
    New York,NY10014     		None PC Charitable 4,000
    Mighty Earth Inc
    1150 Connecticut Avenue NW Ste 800
    Washington,DC20036     		None PC Charitable 15,000
    New York Live Arts Inc
    219 West 19th Street
    New York,NY10011     		None PC Charitable 1,000
    Ocean Voyages Institute
    2400 Bridgeway 210
    Sausalito,CA94965     		None PC Charitable 15,000
    Prison Dharma Network Inc
    PO Box 206
    South Deerfield,MA01373     		None PC Charitable 30,000
    Safe Humane
    PO Box 7342
    Chicago,IL60680     		None PC Charitable 15,000
    Sound Equine Options
    PO Box 1150
    Gresham,OR97030     		None PC Charitable 20,000
    Success Center San Francisco
    1449 Webster St
    San Francisco,CA94115     		None PC Charitable 15,000
    Survival International USA
    6 Charterhouse Buildings
    London   EC1M 7ET
    UK     		None PC Charitable 15,000
    World In One Pan Arts Collaborative
    139 Pleasant St
    Haworth,NJ07641     		None PC Charitable 7,000
    Zeb's Wish Enquine Sanctuary
    34950 SE Colorado Rd
    Sandy,OR97055     		None PC Charitable 30,000
    Untitled Theater Company No 61 Ltd
    215 W 95th St Ste 11G
    New York,NY10025     		None PC Charitable 1,000
    Total .................................bullet 3a 2,741,000
    bApproved for future payment
    Marin Humane Society
    171 Bel Marin Keys Blvd
    Novato,CA94949     		None PC charitable 50,000
    Raw Art Works
    37 Central Square 2
    Lynn,MA01901     		None PC Charitable 60,000
    Stand
    1410 Danzig Plaza
    Concord,CA94520     		None PC Charitable 200,000
    Inquiring Systems Inc
    101 Brookwood Ave Ste 204
    Santa Rosa,CA95404     		None PC Charitable 300,000
    Animal Legal Defense Fund
    525 E Cotati Ave
    Cotati,CA94931     		None PC Charitable 100,000
    Friends of Palm Springs Animal Shel
    4575 E Mesquite Ave
    Palm Springs,CA92264     		None PC charitable 100,000
    Home for Contemp Theatre Art
    145 6th Ave
    New York,NY10013     		None PC Charitable 100,000
    A Host of People - Miami Fund
    40 NW 3rd Street Ste 305
    Miami,FL33128     		None PC Charitable 15,000
    Arts for Incarcerated Youth Network
    1000 N Alameda Ste 240
    Los Angeles,CA90012     		None PC Charitable 30,000
    Farmer-Veteran Coalition
    508 2nd St 206
    Davis,CA95616     		None PC Charitable 100,000
    Ketamine Research Foundation
    6 Crest Road
    San Anselmo,CA94960     		None PC Charitable 200,000
    MAPS
    3141 Stevens Creek Blvd 40563
    San Jose,CA95117     		None PC Charitable 200,000
    Massachusetts Coalition for Homeles
    73 Buffum St
    Lynn,MA01902     		None PC Charitable 200,000
    Performance Zone Inc
    75 Maiden Lane Suite 906
    New York,NY10038     		None PC Charitable 60,000
    Signal-Return Inc
    1345 Division St 102
    Detroit,MI48207     		None PC Charitable 15,000
    Theater et al Inc
    5-39 49th Ave
    Long Island,NY11101     		None PC Charitable 100,000
    Total .................................bullet 3b 1,830,000
    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 55,316  
    4 Dividends and interest from securities....     14 218,217  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 827,597  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPrivate Equity Core Fd. 3     		900099 3,671 18 6,021  
    bPrivate Equity Core Fd. 5 900099 15,770 18 -4,605  
    cWash Sales     18 27,254  
    dAccrued Market Discount     18 -1,040  
    eFed Tax Refund 900099   18 241,116  
    12 Subtotal. Add columns (b), (d), and (e).. 19,441 1,369,876  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,389,317
    (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

    Form 990PF Part XV Line 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
    Hoffman Institute223 San Anselmo Ste 4
    San Anselmo,CA94901     		None PC CHARITABLE 50,000
    Amazon Watch1 Haight St Ste B
    San Francisco,CA94102     		None PC CHARITABLE 30,000
    Marin Humane Society171 Bel Marin Keys Blvd
    Novato,CA94949     		None PC charitable 60,000
    Coalition for Homeless Inc89 Chambers St
    New York,NY10038     		None PC charitable 30,000
    Theater et al Inc5-39 49th Ave
    Long Island,NY11101     		none PC charitable 50,000
    Earth Island Institute300 Broadway Suite 28
    San Francisco,CA94133     		None PC charitable 145,000
    Friends of Palm Springs Animal Shel4575 E Mesquite Ave
    Palm Springs,CA92264     		None PC charitable 50,000
    Farm Sanctuary IncPO Box 150
    Watkins Glen,NY14891     		None PC Charitable 15,000
    Hospitality HomesPO Box 15265
    Boston,MA02215     		None PC Charitable 55,000
    Forever Free Horse Rescue78450 Avenue 41
    Bermuda Dunes,CA92203     		None PC Charitable 25,000
    Sky's the Limit Fund510A Valley Way
    Milpitas,CA95035     		None PC Charitable 30,000
    Bridge Fund of New York City Inc271 Madison Avenue Suite 907
    New York,NY10016     		None PC Charitable 80,000
    Ocean Foundation1320 19th St NW 5th Floor
    Washington,DC20036     		None PC Charitable 30,000
    Riverkeeper20 Secor Road
    Ossining,NY10562     		None PC Charitable 50,000
    Farmer-Veteran Coalition508 2nd St 206
    Davis,CA95616     		None PC Charitable 50,000
    Give Back Yoga Foundation900 Baseline Road 13B
    Boulder,CO80302     		None PC Charitable 15,000
    Home for Contemp Theatre Art145 6th Ave
    New York,NY10013     		None PC Charitable 50,000
    Homeless Children's Newtork3450 3rd St 1C
    San Francisco,CA94124     		None PC Charitable 50,000
    Inquiring Systems Inc21885 Bonness Rd
    Sonoma,CA95476     		None PC Charitable 150,000
    Raw Art Works37 Central Square 2
    Lynn,MA01901     		None PC Charitable 30,000
    Redford CenterPO Box 29144
    San Francisco,CA94129     		None PC Charitable 50,000
    Spirit Rock Meditation Center5000 Sir Francis Drake Blvd
    Woodacre,CA94973     		None PC Charitable 50,000
    UCSF Foundation1545 Divisadero St
    San Francisco,CA94115     		None PC Charitable 30,000
    Carbon Cycle Institute245 Kentucky St Ste D
    Petaluma,CA94952     		None PC Charitable 50,000
    A Host of People - Miami Fund40 NW 3rd Street Ste 305
    Miami,FL33128     		None PC Charitable 15,000
    Alliance of Resident TheatresNY520 Eighth Ave 119
    New York,NY10018     		None PC Charitable 5,000
    Animal Legal Defense Fund525 E Cotati Ave
    Cotati,CA94931     		None PC Charitable 50,000
    Clean Ocean Action Inc18 Hartshorne Dr Suite 2
    Highlands,NJ07732     		None PC Charitable 50,000
    Clubbed Thumb Inc440 Lafayette St 4th Floor
    New York,NY10003     		None PC Charitable 30,000
    Coalition of Immokalee Workers110 S 2nd St
    Immokalee,FL34142     		None PC Charitable 15,000
    Collected Objects Inc100 Newell St Apt 2R
    Brooklyn,NY11222     		None PC Charitable 3,000
    Great Small Works Inc315 West 86th St Suite 4E
    New York,NY10024     		None PC Charitable 2,000
    Massachusetts Coalition for Homeles73 Buffum St
    Lynn,MA01902     		None PC Charitable 100,000
    McLean Hospital Corporation115 Mill St
    Belmont,MA02478     		None PC Charitable 30,000
    My Stuff Bags Foundation5347 Sterling Center Dr
    Westlake Village,CA91361     		None PC Charitable 50,000
    New Yiddish Repertory Theater Inc33 51 Street B2
    Weehawken,NJ07086     		None PC Charitable 5,000
    Peculiar Works Laboratory595 Broadway 2nd Fl
    New York,NY10012     		None PC Charitable 1,000
    Regeneration Project369 Pine St 700
    San Francisco,CA94104     		None PC Charitable 50,000
    Signal-Return Inc1345 Division St 102
    Detroit,MI48207     		None PC Charitable 15,000
    Stand1410 Danzig Plaza
    Concord,CA94520     		None PC Charitable 100,000
    Talking Band Inc93 Mercer St
    New York,NY10012     		None PC Charitable 6,000
    The Tank151 W 46th Street 8th Fl
    New York,NY10036     		None PC Charitable 3,000
    5 Gyres Institute5792 W Jefferson Blvd
    Los Angeles,CA90016     		None PC charitable 30,000
    CA Institute Yiddish-Yung Yiddish333 Washington Blvd 118
    Marina Del Rey,CA90292     		None PC charitable 5,000
    Friends of the Children Inc245 Russell St Ste 22
    Hadley,MA01035     		None PC charitable 50,000
    Ketamine Research Foundation6 Crest Road
    San Anselmo,CA94960     		None PC charitable 110,000
    Performance Zone Inc75 Maiden Lane Suite 906
    New York,NY10038     		None PC charitable 56,500
    Soho Think Tank Inc154 Christopher St Ste 1E
    New York,NY10014     		None PC charitable 25,000
    Fractured Atlas Inc248 West 35th Street 10th Floor
    New York,NY10001     		None PC Charitable 25,500
    FEAST IncPO Box 2154
    Palm Harbor,FL34682     		None PC Charitable 30,000
    Pioneer Works Art Foundation159 Pioneer Street
    Brooklyn,NY11231     		None PC Charitable 30,000
    Algalita Marine Research and Educat148 N Marina Dr
    Long Beach,CA90803     		None PC Charitable 30,000
    Grey Muzzle Organization14460 Falls of Neuse Road
    Raleigh,NC27614     		None PC Charitable 30,000
    Humane LeaguePO Box 10476
    Rockville,MD20849     		None PC Charitable 15,000
    Mint Theater Company Inc412 W 42nd St
    New York,NY10036     		None PC Charitable 15,000
    Plastics Oceans Foundation4709-1 College Acres
    Wilmington,NC28403     		None PC Charitable 15,000
    Portland Experimental Theatre Ensem3520 SE Yamhill St
    Portland,OR97214     		None PC Charitable 17,000
    Protect Our Winters4676 Broadway Street
    Boulder,CO80304     		None PC Charitable 30,000
    Springboard for the Arts262 University Ave W
    St Paul,MN55103     		None PC Charitable 2,000
    Upstream Policy Institute IncPO Box 1352
    Damariscotta,ME04543     		None PC Charitable 30,000
    Art of Yoga Project330 Twin Dolphin Drive Ste 131
    Redwood City,CA94065     		None PC Charitable 30,000
    Arts for Incarcerated Youth Network1000 N Alameda Ste 240
    Los Angeles,CA90012     		None PC Charitable 30,000
    Brick Theater IncPO Box 1851 Radio City Station
    New York,NY10101     		None PC Charitable 5,000
    CA Assn of Resource Conservation Di705 E Bidwell Street Suite 2-415
    Folsom,CA95630     		None PC Charitable 15,000
    Classical Theatre of Harlem Inc8 W 126th St
    New York,NY10027     		None PC Charitable 1,000
    Congress for Jewish Culture Inc306 W 18th St Apt 2b
    New York,NY10011     		None PC Charitable 1,000
    Dance to Be Free3980 N Broadway Ste 103 PMB - 215
    Boulder,CO80304     		None PC Charitable 15,000
    Far Away Projects463 Broadway
    San Francisco,CA94133     		None PC Charitable 15,000
    Independent Arts Media2830 20th St
    San Francisco,CA94110     		None PC Charitable 15,000
    Kiss The Ground2236 S Barrington Ave
    Los Angeles,CA90064     		None PC Charitable 15,000
    Lineage Project Inc228 Park Ave S PMB 98592
    New York,NY10003     		None PC Charitable 30,000
    MAPS3141 Stevens Creek Blvd 40563
    San Jose,CA95117     		None PC Charitable 100,000
    Mason Holdings Theatre Inc241 6th Avenue 5A
    New York,NY10014     		None PC Charitable 4,000
    Mighty Earth Inc1150 Connecticut Avenue NW Ste 800
    Washington,DC20036     		None PC Charitable 15,000
    New York Live Arts Inc219 West 19th Street
    New York,NY10011     		None PC Charitable 1,000
    Ocean Voyages Institute2400 Bridgeway 210
    Sausalito,CA94965     		None PC Charitable 15,000
    Prison Dharma Network IncPO Box 206
    South Deerfield,MA01373     		None PC Charitable 30,000
    Safe HumanePO Box 7342
    Chicago,IL60680     		None PC Charitable 15,000
    Sound Equine OptionsPO Box 1150
    Gresham,OR97030     		None PC Charitable 20,000
    Success Center San Francisco1449 Webster St
    San Francisco,CA94115     		None PC Charitable 15,000
    Survival International USA6 Charterhouse Buildings
    London   EC1M 7ET
    UK     		None PC Charitable 15,000
    World In One Pan Arts Collaborative139 Pleasant St
    Haworth,NJ07641     		None PC Charitable 7,000
    Zeb's Wish Enquine Sanctuary34950 SE Colorado Rd
    Sandy,OR97055     		None PC Charitable 30,000
    Untitled Theater Company No 61 Ltd215 W 95th St Ste 11G
    New York,NY10025     		None PC Charitable 1,000
    Total ...............................bullet 3a 2,741,000
    bApproved for future payment
    Marin Humane Society171 Bel Marin Keys Blvd
    Novato,CA94949     		None PC charitable 50,000
    Raw Art Works37 Central Square 2
    Lynn,MA01901     		None PC Charitable 60,000
    Stand1410 Danzig Plaza
    Concord,CA94520     		None PC Charitable 200,000
    Inquiring Systems Inc101 Brookwood Ave Ste 204
    Santa Rosa,CA95404     		None PC Charitable 300,000
    Animal Legal Defense Fund525 E Cotati Ave
    Cotati,CA94931     		None PC Charitable 100,000
    Friends of Palm Springs Animal Shel4575 E Mesquite Ave
    Palm Springs,CA92264     		None PC charitable 100,000
    Home for Contemp Theatre Art145 6th Ave
    New York,NY10013     		None PC Charitable 100,000
    A Host of People - Miami Fund40 NW 3rd Street Ste 305
    Miami,FL33128     		None PC Charitable 15,000
    Arts for Incarcerated Youth Network1000 N Alameda Ste 240
    Los Angeles,CA90012     		None PC Charitable 30,000
    Farmer-Veteran Coalition508 2nd St 206
    Davis,CA95616     		None PC Charitable 100,000
    Ketamine Research Foundation6 Crest Road
    San Anselmo,CA94960     		None PC Charitable 200,000
    MAPS3141 Stevens Creek Blvd 40563
    San Jose,CA95117     		None PC Charitable 200,000
    Massachusetts Coalition for Homeles73 Buffum St
    Lynn,MA01902     		None PC Charitable 200,000
    Performance Zone Inc75 Maiden Lane Suite 906
    New York,NY10038     		None PC Charitable 60,000
    Signal-Return Inc1345 Division St 102
    Detroit,MI48207     		None PC Charitable 15,000
    Theater et al Inc5-39 49th Ave
    Long Island,NY11101     		None PC Charitable 100,000
    Total ................................bullet 3b 1,830,000

    TY 2020 AccountingFeesSchedule
    Name:
    The Mental Insight Foundation
    EIN:
    94-3256579
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      67,767 14,170 0 53,597

    TY 2020 LegalFeesSchedule
    Name:
    The Mental Insight Foundation
    EIN:
    94-3256579
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 852 0 0 852


    TY 2020 OtherAssetsSchedule
    Name:
    The Mental Insight Foundation
    EIN:
    94-3256579
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Tax Refund Receivable   46,000 46,000
    Accrued Security Income 10,043 3,462 3,462
    Prepaid Expense 3,285 887 887
    Prepaid Income Tax 116,153 49,714 49,714


    TY 2020 OtherDecreasesSchedule
    Name:
    The Mental Insight Foundation
    EIN:
    94-3256579
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    Prior Period Adjustment - No tax effect 25,693


    TY 2020 OtherExpensesSchedule
    Name:
    The Mental Insight Foundation
    EIN:
    94-3256579
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NT Private Equity Fund III Deductions 9,238 9,238    
    NT Private Equity Fund V Deductions 19,853 19,853    
    UBS Management Fees 134,291 134,291    
    Foundation Administration 411,675     411,675
    Administrative 55     55
    Insurance 4,205     4,205
    Bank Charges 25     25


    TY 2020 OtherIncomeSchedule2
    Name:
    The Mental Insight Foundation
    EIN:
    94-3256579
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Fed Tax Refund 241,116    
    Wash Sales 27,254 27,254  
    Private Equity Core Fd. 5 11,165 -4,605  
    Private Equity Core Fd. 3 9,692 6,021  
    Accrued Market Discount -1,040 -1,040  


    TY 2020 OtherIncreasesSchedule
    Name:
    The Mental Insight Foundation
    EIN:
    94-3256579
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    NT Private Equity Core Fund V Book to Tax 68,679
    NT Private Equity Core Fund III book to tax 33,938


    TY 2020 OtherLiabilitiesSchedule
    Name:
    The Mental Insight Foundation
    EIN:
    94-3256579
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Donations Payable 290,000 1,905,000
    Grants in Transit 1,960,002  


    TY 2020 TaxesSchedule
    Name:
    The Mental Insight Foundation
    EIN:
    94-3256579
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Tax 20,000      
    State Tax 2,000      
    Foreign Taxes 12,705 12,705