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 01-01-2020 , and ending 12-31-2020
Name of foundation
Fremont Bank Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)39150 Fremont Boulevard
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Fremont, CA94538
A Employer identification number

94-3170075
B Telephone number (see instructions)

(510) 505-5230
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$11,341,351J 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) 3,123,903
2 Check bullet.............
3 Interest on savings and temporary cash investments 30,735 30,735  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
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).......      
12 Total. Add lines 1 through 11........ 3,154,638 30,735  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,715     14,715
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,463      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 2,440     2,440
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,618 0   17,155
25 Contributions, gifts, grants paid....... 2,571,875 2,696,875
26 Total expenses and disbursements. Add lines 24 and 25 2,591,493 0   2,714,030
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 563,145
b Net investment income (if negative, enter -0-) 30,735
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............. 358,100 349,047 349,047
2 Savings and temporary cash investments......... 10,315,985 10,777,111 10,777,111
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 229,121 215,193 215,193
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).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 10,903,206 11,341,351 11,341,351
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 125,000  
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 125,000 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........... 10,778,206  
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,778,206 11,341,351
30 Total liabilities and net assets/fund balances (see instructions). 10,903,206 11,341,351
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
10,778,206
2
Enter amount from Part I, line 27a .....................
2
563,145
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,341,351
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
11,341,351
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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................................ 1 427
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........................... 3 427
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- ..... 5 427
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,600
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 1,600
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 1,173
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,173 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 ofbulletBrian Hughes Telephone no.bullet (510) 755-5230

    Located atbullet39150 Fremont BoulevardFremontCA ZIP+4bullet94538
    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
    Hattie Hyman Hughes President
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Howard Hyman Vice President
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Bradford Anderson CFO
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Chris Chenoweth Secretary
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Alan Hyman Director
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Michael Wallace Director
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Sharon Belshaw-Jones Director
    1.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    Brian Hughes Executive Dir.
    8.00     		0    
    39150 Fremont Boulevard
    Fremont,CA94538
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    10,262,155
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,262,155
    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
    10,262,155
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    153,932
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,108,223
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    505,411
    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
    505,411
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    427
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    427
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    504,984
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    504,984
    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
    504,984
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,714,030
    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
    2,714,030
    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
    2,714,030
    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 7 504,984
    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...... 1,022,106
    b From 2016...... 1,413,182
    c From 2017...... 1,451,833
    d From 2018...... 2,144,634
    e From 2019...... 1,529,634
    fTotal of lines 3a through e........ 7,561,389
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,714,030
    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..... 504,984
    e Remaining amount distributed out of corpus 2,209,046
    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 9,770,435
    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) ...     		1,022,106
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		8,748,329
    10 Analysis of line 9:
    a Excess from 2016.... 1,413,182
    b Excess from 2017.... 1,451,833
    c Excess from 2018.... 2,144,634
    d Excess from 2019.... 1,529,634
    e Excess from 2020.... 2,209,046
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    American High School PTSA
    36300 Fremont Blvd
    Fremont,CA94536     		N/A PC Grad Night 2020 1,000
    Centro de Servicios
    525 H Street
    Union City,CA94587     		N/A PC COVID-19 Response Grants 15,000
    Food Bank for Monterey County
    353 West Rossi Street
    Salinas,CA93907     		N/A PC Holiday Grant 5,000
    HERS Breast Cancer Foundation
    2500 Mowry Ave Ste 130
    Fremont,CA94538     		N/A PC HERS Charitable Programs 10,000
    Holy Names University
    3500 Mountain Blvd
    Oakland,CA94619     		N/A PC Hope for Hawks Scholarship Campaign 25,000
    LIFE ElderCare
    39055 Hastings St 208
    Fremont,CA94538     		N/A PC COVID-19 Response Grants 20,000
    Spectrum Community Services Inc
    2621 Barrington Court
    Hayward,CA94545     		N/A PC COVID-19 Response Grants 20,000
    Tri-City Health Center
    40910 Fremont Blvd
    Fremont,CA94538     		N/A PC Leadership Fremont-Food Farmacy Van Project 5,000
    Afghan Elderly Association
    PO Box 2346
    Union City,CA94587     		N/A PC Roz-e- Madar & Padar 2020 (Mother's Day and Father's Day Event) 1,000
    Fremont Education Foundation
    39120 Argonaut Way 38
    Fremont,CA94538     		N/A PC Quality Distance Learning/COV-19 25,000
    Open Heart Kitchen
    1141 Catalina Drive 137
    Livermore,CA94550     		N/A PC COVID-19 Response Grants 30,000
    Our Lady of the Rosary Church
    703 C Street
    Union City,CA94587     		N/A PC Holiday Grant 5,000
    Chabot Space and Science Center
    10000 Skyline Blvd
    Oakland,CA94619     		N/A PC Technology Upgrade for Chabot's Planetarium 55,000
    Loaves and Fishes of Contra Costa
    835 Ferry Street
    Martinez,CA94553     		N/A PC COVID-19 Response Grants 10,000
    Martha's Kitchen
    311 Willow Street
    San Jose,CA95110     		N/A PC Holiday Grant 5,000
    Centro de Servicios
    525 H Street
    Union City,CA94587     		N/A PC Donation In Honor of Raul Valle 5,000
    International Orphan Relief Foundat
    733 Copperfield Court
    Brentwood,CA94513     		N/A PC Holiday Grant 5,000
    New Haven Unified School District
    34200 Alvarado Niles Rd
    Union City,CA94587     		N/A PC COVID-19 Response Grants 30,000
    Martha's Kitchen
    311 Willow Street
    San Jose,CA95110     		N/A PC COVID-19 Response Grants 10,000
    Society of St Vincent de Paul Alame
    2272 San Pablo Avenue
    Oakland,CA94612     		N/A PC Holiday Grant 5,000
    Washington Hospital Healthcare Fdn
    2000 Mowry Avenue
    Fremont,CA94538     		N/A PC COVID-19 Response Grants 10,000
    Abode Services
    40849 Fremont Blvd
    Fremont,CA94538     		N/A PC Journey Home Breakfast 2020 & Volunteer Appreciation 12,500
    Holy Spirit Church
    37588 Fremont Blvd
    Fremont,CA94536     		N/A PC Senior Activities 500
    Abode Services
    40849 Fremont Blvd
    Fremont,CA94538     		N/A PC Sunrise Village Emergency Shelter-Bathroom Remodel 50,000
    Castro Valley Outreach
    PO Box 20367
    Castro Valley,CA94546     		N/A PC Holiday Grant 3,000
    Local Ecology Agriculture Fremont-L
    PO BOX 2816
    Fremont,CA94536     		N/A PC Solar Unit-Investing for the Future 2,500
    Newark Symphonic Winds
    36218 Bettencourt St
    Newark,CA94560     		N/A PC Newark Symphonic Winds 3,000
    Pleasanton Unified School District
    4665 Bernal Avenue
    Pleasanton,CA94566     		N/A PC COVID-19 Response Grants 30,000
    Tri-City Volunteers
    37350 Joseph Street
    Fremont,CA94536     		N/A PC Holiday Grant 5,000
    Newark Educational Foundation
    PO Box 839
    Newark,CA94560     		N/A PC Newark Schools 2,500
    South Hayward Parish
    27287 Patrick Avenue
    Hayward,CA94544     		N/A PC COVID-19 Response Grants 10,000
    Spectrum Community Services Inc
    2621 Barrington Court
    Hayward,CA94545     		N/A PC Data System Modernization 5,755
    Carmel Padre Parents Club
    PO Box 222780
    Carmel,CA93922     		N/A PC 2020 Safe & Sober Grad Night 1,000
    Castro Valley Unified School Distri
    4400 Alma Avenue
    Castro Valley,CA94546     		N/A PC COVID-19 Response Grants 30,000
    Centerville Presbyterian Church
    4360 Central Avenue
    Fremont,CA94536     		N/A PC Holiday Grant 5,000
    East Bay Innovations Inc
    2450 Washington Avenue Ste 240
    San Leandro,CA94577     		N/A PC Emergency Preparedness for Individuals with Disabilities 24,000
    Fremont Unified School District
    4210 Technology Drive
    Fremont,CA94539     		N/A PC COVID-19 Response Grants 30,000
    Newark Unified School District
    5715 Musick Avenue
    Newark,CA94560     		N/A PC COVID-19 Response Grants 30,000
    Open Heart Kitchen
    1141 Catalina Drive 137
    Livermore,CA94550     		N/A PC Holiday Grant 5,000
    Russian American Community Services
    300 Anza Street
    San Francisco,CA94118     		N/A PC Holiday Grant 3,500
    South Bay Chinese Service Club
    38698 Chrisholm Place
    Fremont,CA94536     		N/A PC South Bay Chinese Service Club Scholarship Program 3,000
    St Rose Hospital Foundation
    27200 Calaroga Ave
    Hayward,CA94545     		N/A PC Renovation of the Clinical Laboratory at St. Rose Hospital 200,000
    Ohlone Humane Society
    PMB 108 39120 Argonaut Way
    Fremont,CA94538     		N/A PC Pets-Meals-on-Wheels 1,500
    Children's Emergency Food Bank
    7421 Amarillo Road
    Dublin,CA94568     		N/A PC Holiday Grant 3,000
    Project Open Hand
    730 Polk Street
    San Francisco,CA94109     		N/A PC Holiday Grant 5,000
    Sacred Heart Community Services
    1381 South First Street
    San Jose,CA95110     		N/A PC Holiday Grant 5,000
    Trinity Center Walnut Creek
    PO Box 126
    Walnut Creek,CA94597     		N/A PC COVID-19 Response Grants 15,000
    Greater Hayward Area Recreation and
    1099 E Street
    Hayward,CA94541     		N/A PC Mia's Dream Come True All-Inclusive Playground 100,000
    Berkeley Ballet Theater
    1370 Tenth Street
    Berkeley,CA94710     		N/A PC Ballet Barres 4,620
    Cal State East Bay Education Fdn
    25800 Carlos Bee Blvd
    Hayward,CA94542     		N/A PC 2020 Education Summit 5,000
    City of Fremont
    3300 Capital Avenue
    Fremont,CA94537     		N/A GOV Personal Urgent Need fund for seniors 2,500
    Hayward Education Foundation
    PO Box 56444
    Hayward,CA94545     		N/A PC Teacher Grants 2,000
    Irvington Presbyterian Church
    PO Box 1336
    Fremont,CA94538     		N/A PC Holiday Grant 5,000
    Meals On Wheels of the MRY Peninsul
    700 Jewell Avenue
    Pacific Grove,CA93950     		N/A PC COVID-19 Response Grants 10,000
    Moment by Moment
    1499 Sunnybrooke Rd
    Alamo,CA94507     		N/A PC 2020 Family Portrait Sessions 2,500
    Olive Hyde Art Guild
    PO Box 3073
    Fremont,CA94539     		N/A PC Holiday for the Arts 2020 2,000
    Police Unity Tour Inc
    PO Box 20900
    Castro Valley,CA94546     		N/A PC Police Unity Tour 3,000
    Resonate Church
    40650 Encyclopeida Drive
    Fremont,CA94538     		N/A PC Turn It Up- Home Edition 2020 5,000
    Tri-City Volunteers
    37350 Joesph Street
    Fremont,CA94536     		N/A PC COVID-19 Response Grants 20,000
    Tri-Valley Haven for Women
    3663 Pacific Avenue
    Livermore,CA94550     		N/A PC COVID-19 Response Grants 15,000
    Washington Hospital Healthcare Fdn
    2500 Mowry Ave
    Fremont,CA94538     		N/A PC COVID-19 Emergency Relief Fund 150,000
    Ygnacio Valley High School PTSA
    755 Oak Grove Rd
    Concord,CA94518     		N/A PC 2020 Grad Night 1,000
    Viola Blythe Community Center
    PO Box 362
    Newark,CA94560     		N/A PC Holiday Grant 5,000
    New Haven Unified School Dist
    PO Box 1574
    Union City,CA94587     		N/A PC Fremont Bank Scholarship 4,000
    Crippsmas Club
    35949 Nicolet Ct
    Fremont,CA94536     		N/A PC Crippsmas Place 1,000
    Mercy Retirement Care Center
    3431 Foothille Boulevard
    Oakland,CA94601     		N/A PC COVID-19 Response Grants 10,000
    St Vincent de Paul of Contra Costa
    2210 Gladstone Drive
    Pittsburg,CA94565     		N/A PC COVID-19 Response Grants 15,000
    The Friends of Chabot College
    25555 Hesperian Blvd
    Hayward,CA94545     		N/A PC Technology Funding for Chabot College Students 5,000
    Alameda County Community Food Bank
    7900 Edgewater Drive
    Oakland,CA94621     		N/A PC Holiday Grant 5,000
    Community Services Agency
    204 Stierlin Road
    Mountain View,CA94043     		N/A PC COVID-19 Response Grants 20,000
    Conservation Society of California
    9777 Golf Links Road
    Oakland,CA94605     		N/A PC Bus for Oakland Zoo Youth Programs 40,000
    Project Open Hand
    730 Polk Street
    San Francisco,CA94109     		N/A PC COVID-19 Response Grants 30,000
    San Leandro Community Food Pantry
    PO Box 3734
    San Leandro,CA94578     		N/A PC COVID-19 Response Grants 10,000
    The Marsh
    1062 Valencia Street
    San Francisco,CA94110     		N/A PC The Waiting Period - Free Sundays 2,500
    TWBD
    PO Box 2065
    Burlingame,CA94011     		N/A PC Freedom Fighter Grant 500
    First Tee Tri-Valley
    4501 Pleasanton Ave
    Pleasanton,CA94566     		N/A PC Sustainability Campaign 25,000
    Conejo Valley Young Life
    3033 Rikkard Dr
    Thousand Oaks,CA91362     		N/A PC Virtual Young Life Clubs 10,000
    Dublin Unified School District
    7471 Larkdale Avenue
    Dublin,CA94568     		N/A PC COVID-19 Response Grants 30,000
    Granada Supporters Club
    400 Wall Street
    Livermore,CA94550     		N/A PC 2020 Safe & Sober Grad Night 1,000
    Livermore High School PTSA
    600 Maple Street
    Livermore,CA94550     		N/A PC 2020 Safe & Sober Grad Night 1,000
    Ruth Bancroft Garden and Nursery
    1552 Bancroft Rd
    Walnut Creek,CA94598     		N/A PC Acoustic Treatment of the Visitor Center Great Room 9,500
    San Leandro Boys Girls Club
    2200 San Leandro Boulevard
    San Leandro,CA94577     		N/A PC Great Futures Start Here Capital Campaign 175,000
    Acalanes Union High Schoold Distric
    1212 Pleasant Hill Road
    Lafayette,CA94549     		N/A PC COVID-19 Response Grants 15,000
    Berkeley Unified School District
    2020 Bonar Street Suite 228
    Berkeley,CA94702     		N/A PC COVID-19 Response Grants 30,000
    Brentwood Union School District
    255 Guthrie Lane
    Brentwood,CA94513     		N/A PC COVID-19 Response Grants 15,000
    Carmel Unified School District
    PO Box 222700
    Carmel,CA93922     		N/A PC COVID-19 Response Grants 30,000
    Centro De Servicios
    525 H Street
    Union City,CA94587     		N/A PC Holiday Grant 5,000
    Community Services Agency
    204 Stierlin Road
    Mountain View,CA94043     		N/A PC Holiday Grant 5,000
    Daily Bowl
    525 H Street
    Union City,CA94587     		N/A PC COVID-19 Response Grants 10,000
    Dentists on Wheels
    3049 Stonegate Dr
    Alamo,CA94507     		N/A PC Compressor & Vacuum for New Clinic 7,000
    Fremont Area AAUW Foundation
    2411 Corriea Way
    Fremont,CA94539     		N/A PC Mother/Daughter Stem Discovery Day 2,500
    Greater Glad Tidings Church
    1027 W Tennyson Road
    Hayward,CA94544     		N/A PC Holiday Grant 2,500
    Hayward Unified School District
    24411 Amador Street
    Hayward,CA94544     		N/A PC Chromebooks for Ubuntu Academy 15,000
    Hayward Unified School District
    24411 Amador Street
    Hayward,CA94544     		N/A PC COVID-19 Response Grants 30,000
    Hayward Unified School District
    24411 Amador Street
    Hayward,CA94544     		N/A PC Holiday Grant 4,500
    Hope's Corner Inc
    748 Mercy St
    Mountain View,CA94041     		N/A PC Holiday Grant 2,500
    Liberty Union High School District
    20 Oak Street
    Brentwood,CA94513     		N/A PC COVID-19 Response Grants 15,000
    Livermore Valley Joint Unified Scho
    685 East Jack London Blvd
    Livermore,CA94551     		N/A PC COVID-19 Response Grants 30,000
    Loaves and Fishes of Contra Costa
    835 Ferry Street
    Martinez,CA94553     		N/A PC Holiday Grant 5,000
    Los Altos Community Foundation
    183 Hillview Ave
    Los Altos,CA94022     		N/A PC Mt. View Community Grants Program 100,000
    Meals On Wheels of the MRY Peninsul
    700 Jewell Avenue
    Pacific Grove,CA93950     		N/A PC Holiday Grant 5,000
    Mountain View Los Altos High School
    1299 Bryant Ave
    Mountain View,CA94040     		N/A PC COVID-19 Response Grants 15,000
    Mountain View Whisman School Distri
    1400 Montecito Ave
    Mountain View,CA94043     		N/A PC COVID-19 Response Grants 15,000
    Oakland Unified School District
    1000 Broadway Suite 300
    Oakland,CA94607     		N/A PC COVID-19 Response Grants 30,000
    Sacred Heart Community Services
    1381 South First Street
    San Jose,CA95110     		N/A PC COVID-19 Response Grants 20,000
    San Jose Unified School District
    855 Lenzen Ave
    San Jose,CA95126     		N/A PC COVID-19 Response Grants 30,000
    San Leandro Community Food Pantry
    PO Box 3734
    San Leandro,CA94578     		N/A PC Holiday Grant 3,000
    San Leandro Unified School District
    835 E 14th Street Suite 200
    San Leandro,CA94577     		N/A PC COVID-19 Response Grants 30,000
    San Lorenzo Unified School District
    15510 Usher St
    San Lorenzo,CA94580     		N/A PC COVID-19 Response Grants 30,000
    San Ramon Valley Unified School Dis
    699 Old Orchard Dr
    Danville,CA94526     		N/A PC COVID-19 Response Grants 30,000
    Silicon Valley Community Foundation
    2440 West El Camino Real Suite 300
    Mountain View,CA94040     		N/A PC COVID-19 Coronavirus Regional Response Fund 400,000
    SOSMeals on Wheels
    2235 Polvorosa Ave 260
    San Leandro,CA94777     		N/A PC COVID-19 Response Grants 20,000
    Spark SF Public School
    135 Van Ness Avenue Room 119
    San Francisco,CA94102     		N/A PC COVID-19 Response Grants 30,000
    St Rose Hospital Foundation
    27200 Calaroga Ave
    Hayward,CA94545     		N/A PC COVID-19 Response Grants 150,000
    St Vincent de Paul of Contra Costa
    2210 Gladstone Drive
    Pittsburg,CA94565     		N/A PC Holiday Grant 5,000
    Trinity Center Walnut Creek
    PO Box 126
    Walnut Creek,CA94597     		N/A PC Holiday Grant 5,000
    Tri-Valley Haven for Women
    3663 Pacific Avenue
    Livermore,CA94550     		N/A PC Holiday Grant 5,000
    Tri-valley REACH Inc
    PO Box 5564
    Pleasanton,CA94566     		N/A PC REACH Property Home Improvemnts and Renovations 20,000
    Walnut Creek School District
    960 Ygnacio Valley Rd
    Walnut Creek,CA94596     		N/A PC COVID-19 Response Grants 15,000
    SOSMeals on Wheels
    2235 Polvorosa Ave 260
    San Leandro,CA94777     		N/A PC Holiday Grant 5,000
    Total .................................bullet 3a 2,696,875
    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 30,735  
    4 Dividends and interest from securities....          
    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 ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   30,735  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    30,735
    (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
    Fremont Bank Foundation
     
    Employer identification number

    94-3170075
    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
    Fremont Bank Foundation
          		Employer identification number
    94-3170075
    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
    Fremont Bank
    39150 Fremont Boulevard
     
    Fremont, CA94538

    		$ 3,123,903


    (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.)
    (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
    Fremont Bank Foundation
          		Employer identification number

    94-3170075
    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
    Fremont Bank Foundation
          		Employer identification number

    94-3170075
    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:
    Fremont Bank Foundation
    EIN:
    94-3170075
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit Fees 8,900 0 0 8,900
    Tax Return Preparation 5,815 0 0 5,815

    TY 2020 OtherExpensesSchedule
    Name:
    Fremont Bank Foundation
    EIN:
    94-3170075
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Association Fees 2,280     2,280
    Filing Fees 160     160


    TY 2020 TaxesSchedule
    Name:
    Fremont Bank Foundation
    EIN:
    94-3170075
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 2,463