Form990-PF

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
BELLA VISTA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1660 BUSH STREET NO 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94109
A Employer identification number

94-3345967
B Telephone number (see instructions)

(415) 561-6540
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$84,082,468J 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 198,570 199,092  
4 Dividends and interest from securities...   179,193  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,710,043
b Gross sales price for all assets on line 6a 78,351,200
7 Capital gain net income (from Part IV, line 2)... 10,786,789
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 0 -420,959  
12 Total. Add lines 1 through 11........ 15,908,613 10,744,115  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 667 67   1,936
b Accounting fees (attach schedule)....... Click to see attachment 31,850 19,110   9,555
c Other professional fees (attach schedule).... Click to see attachment 866,159 290,333   513,845
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 145,644 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,386 139   831
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,259 916   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,048,965 310,565   526,167
25 Contributions, gifts, grants paid....... 2,843,146 3,632,167
26 Total expenses and disbursements. Add lines 24 and 25 3,892,111 310,565   4,158,334
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,016,502
b Net investment income (if negative, enter -0-) 10,433,550
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......... 5,097,884 1,607,596 1,607,596
3 Accounts receivable bullet17,551,956
Less: allowance for doubtful accounts bullet   3,000,016 17,551,956 17,551,956
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.......... 3,484 340 340
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,007,854 Click to see attachment24,799,809 24,799,809
c Investments—corporate bonds (attach schedule)....... 16,438,513 Click to see attachment14,116,357 14,116,357
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 43,424,616 Click to see attachment26,006,410 26,006,410
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) 80,972,367 84,082,468 84,082,468
Liabilities 17 Accounts payable and accrued expenses.......... 4,253 122,876
18 Grants payable................. 1,841,614 1,002,593
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 attachment453,000 Click to see attachment334,000
23 Total liabilities (add lines 17 through 22)......... 2,298,867 1,459,469
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........... 78,673,500 82,622,999
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)..... 78,673,500 82,622,999
30 Total liabilities and net assets/fund balances (see instructions). 80,972,367 84,082,468
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
78,673,500
2
Enter amount from Part I, line 27a .....................
2
12,016,502
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
119,000
4
Add lines 1, 2, and 3 ..........................
4
90,809,002
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,186,003
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
82,622,999
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 GENERATION IM GLOBAL EQUITY FUND LLC P 2018-01-01 2020-12-31
b HCP ABSOLUTE RETURN FUND OFFSHORE P 2018-01-01 2020-12-31
c HCP ABSOUTE RETURN FUND AI P 2018-01-01 2020-12-31
d HCP EQUITIES AND FIXED INCOME   2018-01-01 2020-12-31
e HCP PRIVATE EQUITY FUND II LP P 2018-01-01 2020-12-31
HCP PRIVATE EQUITY FUND LP P 2018-01-01 2020-12-31
HCP PRIVATE EQUITY FUND LP IV P 2018-01-01 2020-12-31
HCP PRIVATE EQUITY FUND LP V P 2018-01-01 2020-12-31
HCP PRIVATE EQUITY FUND LP VII P 2018-01-01 2020-12-31
HCP REAL ESTATE P 2018-01-01 2020-12-31
HCP SPECIAL OPPORTUNITIES FUND OFFSHORE LP P 2018-01-01 2020-12-31
SRI REIT 10 P 2018-01-01 2020-12-31
STEADFAST P 2018-01-01 2020-12-31
VALUEACT P 2018-01-01 2020-12-31
WGI EMERGING MARKETS FUND LLC P 2018-01-01 2020-12-31
HCP SPECIAL OPPORTUNITIES FUND OFFSHORE LP P 2018-01-01 2020-12-31
VALUEACT P 2018-01-01 2020-12-31
HCP ABSOUTE RETURN FUND AI P 2018-01-01 2020-12-31
HCP ABSOLUTE RETURN FUND OFFSHORE P 2018-01-01 2020-12-31
WGI EMERGING MARKETS FUND LLC P 2018-01-01 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,078,307     1,078,307
b 112,955     112,955
c 17,710     17,710
d 54,480,073   54,970,415 -490,342
e     147 -147
    2,526 -2,526
139,998     139,998
178,099     178,099
53,499     53,499
    1,622 -1,622
111,910     111,910
105,290     105,290
13,824     13,824
72,341     72,341
    183,870 -183,870
1,863,622   1,326,324 537,298
5,659,253   3,422,381 2,236,872
2,862,498   2,632,861 229,637
7,166,582   2,295,562 4,871,020
4,125,883   2,728,703 1,397,180
309,356     309,356
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       1,078,307
b       112,955
c       17,710
d       -490,342
e       -147
      -2,526
      139,998
      178,099
      53,499
      -1,622
      111,910
      105,290
      13,824
      72,341
      -183,870
      537,298
      2,236,872
      229,637
      4,871,020
      1,397,180
      309,356
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 10,786,789
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................................ 1 145,026
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 0
3 Add lines 1 and 2........................... 3 145,026
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 145,026
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,629
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 21,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,629
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 113,397
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
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 addressbulletWWW.BELLAVISTAFOUNDATION.ORG
    14
    The books are in care ofbulletPACIFIC FOUNDATION SERVICES LLC Telephone no.bullet (415) 561-6540

    Located atbullet1660 BUSH STREET SUITE 300SAN FRANCISCOCA ZIP+4bullet94109
    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
     
     
    ........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
    JEAN CASEY CHAIR
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    SUSAN KOE VICE CHAIRMAN
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    COREY KIRKWOOD CO-TREASURER
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    KATHERINE JOINER CO-TREASURER
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    SHANNON CASEY WELCH SECRETARY
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    ROB MILLS AUDIT CHAIR
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    MICHEAL CASEY DIRECTOR
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    KIMBERLY CASEY DIRECTOR
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    JOHN KIRKWOOD DIRECTOR EMERITUS
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    SPENCER KIRKWOOD DIRECTOR
    1.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    PACIFIC FOUNDATION SERVICES LLC MANAGEMENT SERVICES 623,264
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    SEPIO CAPITAL LLC INVESTMENT FEES 145,784
    50 CALIFORNIA ST SUITE 3525
    SAN FRANCISCO,CA94111
    HALL CAPITAL LLC INVESTMENT FEES 80,570
    ONE MARITIME PLAZA FIFTH FLOOR
    SAN FRANCISCO,CA94111
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (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
    73,505,187
    b
    Average of monthly cash balances.......................
    1b
    3,449,131
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    76,954,318
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    76,954,318
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,154,315
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    75,800,003
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,790,000
    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
    3,790,000
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    145,026
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    145,026
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,644,974
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,644,974
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,644,974
    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
    4,158,334
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,158,334
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,158,334
    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 3,644,974
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 141,171
    c From 2017...... 84,610
    d From 2018...... 210,403
    e From 2019...... 309,015
    fTotal of lines 3a through e........ 745,199
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 4,158,334
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment0
    d Applied to 2020 distributable amount..... 3,644,974
    e Remaining amount distributed out of corpus 513,360
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,258,559
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,258,559
    10 Analysis of line 9:
    a Excess from 2016.... 141,171
    b Excess from 2017.... 84,610
    c Excess from 2018.... 210,403
    d Excess from 2019.... 309,015
    e Excess from 2020.... 513,360
    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:
    ANNIE YATES SENIOR PROGRAM OFFICER
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    (415) 561-6540
    bThe form in which applications should be submitted and information and materials they should include:
    FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG
    cAny submission deadlines:
    FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG
    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
    18 REASONS
    3674 18TH ST
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA TO PROVIDE THE COOKING MATTERS PROGRAM TO SAN FRANCISCO YOUTH 20,000
    826 VALENCIA
    826 VALENCIA STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA FOR EARLY LITERACY PROGRAMS SUPPORTING K-3RD GRADE STUDENTS IN SAN FRANCISCO 45,000
    ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES
    110 GOUGH STREET SUITE 301
    SAN FRANCISCO,CA94102     		  501(C)(3) PUBLIC CHA FOR THE IN-SCHOOL MENTAL HEALTH PROGRAM 25,000
    AGRICULTURAL RESEARCH FOUNDATION
    1600 SW WESTERN BLVD SUITE 320
    CORVALLIS,OR97333     		  501(C)(3) PUBLIC CHA TO TEST A STRATEGY FOR COMBATING INVASIVE ANNUAL GRASSES BY CREATING RESTORATION ISLANDS THAT WILL SERVE AS STRONGHOLDS FOR NATIVE PLANT COMMUNITIES IN THE UPPER SOUTH FORK JOHN DAY WATERSHED 30,000
    AMERICAN FORESTS
    1220 L ST NW STE 750
    WASHINGTON,DC20005     		  501(C)(3) PUBLIC CHA TO IMPLEMENT CLIMATE-SMART WATERSHED RESTORATION STRATEGIES IN THE AMERICAN RIVER WATERSHED IN RESPONSE TO THE 2014 KING FIRE 50,000
    AMERICAN RIVERS INC
    120 UNION ST
    NEVADA CITY,CA95959     		  501(C)(3) PUBLIC CHA TO REDUCE FUELS AND REINTRODUCE FIRE IN THE COSUMNES, AMERICAN, BEAR, YUBA (CABY) REGION AND ADVANCE YUBA RIVER RECOVERY BY DEVELOPING A BROADLY-SUPPORTED SALMON REINTRODUCTION PROJECT 30,000
    AT THE CROSSROADS
    167 JESSIE STREET
    SAN FRANCISCO,CA94105     		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 65,000
    BLUE FOREST FINANCE
    2716 6TH AVENUE
    SACRAMENTO,CA95818     		  501(C)(3) PUBLIC CHA TO SUPPORT THE FOREST RESILIENCE BONDS EXPANSION PAST THE PILOT PHASE TO PROTECT 275,000 ACRES ACROSS THE YUBA WATERSHED THROUGH THE NORTH YUBA FOREST PARTNERSHIP 35,000
    BRIDGE THE GAP COLLEGE PREP
    PO BOX 1390
    SAUSALITO,CA94965     		  501(C)(3) PUBLIC CHA TO SUPPORT BTGCPS LITERACY AND SEL PROGRAMS 40,000
    BUCKELEW PROGRAMS
    201 ALAMEDA DEL PRADO 103
    NOVATO,CA94949     		  501(C)(3) PUBLIC CHA FOR MATERNIDAD Y ESPERANZA (FORMERLY CALLED HEALTHY FAMILIES MARIN), A PROGRAM THAT INTEGRATES HOME VISITING SERVICES AND A SUPPORT GROUP WITH MEDICAL CARE FOR PREGNANT WOMEN AND NEW PARENTS 85,000
    CALIFORNIA TROUT
    360 PINE STREET 4TH FLOOR
    SAN FRANCISCO,CA94104     		  501(C)(3) PUBLIC CHA TO RESTORE HABITAT CONDITIONS IN THE SCOTT AND SHASTA RIVER WATERSHEDS IN PREPARATION FOR THE REMOVAL OF FOUR KLAMATH DAMS IN 2021 80,000
    CANAL ALLIANCE
    91 LARKSPUR STREET
    SAN RAFAEL,CA94901     		  501(C)(3) PUBLIC CHA CLIENT SUPPORT FUND 25,000
    CANDID
    360 22ND STREET SUITE 500
    OAKLAND,CA94612     		  501(C)(3) PUBLIC CHA TO SUPPORT 2020 PROGRAMS AND SERVICES 3,000
    CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN FRANCISCO
    1555 39TH AVENUE
    SAN FRANCISCO,CA94122     		  501(C)(3) PUBLIC CHA TO SUPPORT THE CANAL FAMILY SUPPORT KIDS CLUB 30,000
    CATHOLIC CHARITIES OF SANTA CLARA COUNTY
    2625 ZANKER ROAD
    SAN JOSE,CA95134     		  501(C)(3) PUBLIC CHA VARIOUS 110,000
    CENTER FOR URBAN EDUCATION ABOUT SUSTAINABLE AGRICULTURE
    ONE FERRY BUILDING SUITE 50
    SAN FRANCISCO,CA94111     		  501(C)(3) PUBLIC CHA TO SUPPORT THE FOODWISE TEEN PROGRAM IN SAN FRANCISCO 30,000
    CENTRAL OREGON FOREST STEWARDSHIP FOUNDATION
    334 NE HAWTHORNE AVE
    BEND,OR97701     		  501(C)(3) PUBLIC CHA TO SUPPORT COMMUNITY OUTREACH, MULTIPARTY MONITORING, AND ADAPTIVE MANAGEMENT FOR THE DESCHUTES COLLABORATIVE FOREST PROJECT 35,000
    CENTRAL OREGON LANDWATCH
    2843 NW LOLO DR SUITE 200
    BEND,OR97703     		  501(C)(3) PUBLIC CHA FOR THE DESCHUTES BASIN STREAMFLOW RESTORATION PROGRAM 40,000
    CERES COMMUNITY PROJECT
    PO BOX 1562 7351 BODEGA AVENUE
    SEBASTOPOL,CA95472     		  501(C)(3) PUBLIC CHA TO SUPPORT CERES YOUTH DEVELOPMENT PROGRAM IN MARIN 30,000
    COMMUNITY INITIATIVES
    1000 BROADWAY SUITE 480
    OAKLAND,CA94607     		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT FOR BAY AREA CHILDHOOD FUNDERS 4,000
    COMMUNITY INSTITUTE FOR PSYCHOTHERAPY
    1330 LINCOLN AVENUE 201
    SAN RAFAEL,CA94901     		  501(C)(3) PUBLIC CHA TO SUPPORT SCHOOL-BASED SERVICES 15,000
    CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE
    2211 PALM AVE
    SAN MATEO,CA94403     		  501(C)(3) PUBLIC CHA FOR BILINGUAL SUPPORT GROUPS FOR VICTIMS OF DOMESTIC VIOLENCE AND TRAUMA-INFORMED SERVICES FOR THEIR CHILDREN 61,500
    DESCHUTES RIVER CONSERVANCY
    700 NW HILL STREET SUITE 1
    BEND,OR97701     		  501(C)(3) PUBLIC CHA FOR CONTINUED SUPPORT TO DESIGN A WATER MARKETING PROGRAM TO FACILITATE WATER TRADING BETWEEN IRRIGATION DISTRICTS, MUNICIPALITIES, AND THE DESCHUTES RIVER 60,000
    FAMILY CONNECTIONS CENTERS
    2565 SAN BRUNO AVENUE
    SAN FRANCISCO,CA94134     		  501(C)(3) PUBLIC CHA VARIOUS 70,000
    FAMILY SERVICE AGENCY OF SAN FRANCISCO
    1500 FRANKLIN STREET
    SAN FRANCISCO,CA94109     		  501(C)(3) PUBLIC CHA TO SUPPORT THE YOUTH RISK REDUCTION PROGRAM 15,000
    GIRLVENTURES
    119 FILBERT STREET
    OAKLAND,CA94607     		  501(C)(3) PUBLIC CHA FOR GENERAL SUPPORT 30,000
    GOOD SAMARITAN FAMILY RESOURCE CENTER
    1294 POTRERO AVE
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA VARIOUS 75,000
    GUM MOON RESIDENCE HALL
    940 WASHINGTON ST
    SAN FRANCISCO,CA94108     		  501(C)(3) PUBLIC CHA FOR THE EARLY CHILDHOOD DEVELOPMENT AND PARENT SUPPORT PROGRAM THAT HELPS PROMOTE PARENT/CAREGIVER BONDING WITH THEIR INFANTS AND TODDLERS 50,000
    HOLY FAMILY DAY HOMES OF SAN FRANCISCO
    299 DOLORES STREET
    SAN FRANCISCO,CA94103     		  501(C)(3) PUBLIC CHA FOR A HEALTH AND WELLNESS PARENTING COURSE TO HELP PARENTS OF YOUNG CHILDREN DEVELOP HEALTHY PRACTICES FOR COPING WITH POVERTY- AND HOMELESSNESS-RELATED STRESS AND TRAUMA 20,000
    HOMELESS CHILDRENS NETWORK
    3450 3RD STREET UNIT 1C
    SAN FRANCISCO,CA94124     		  501(C)(3) PUBLIC CHA FOR THE EARLY CHILDHOOD COMPONENT OF THE MA'AT PROGRAM, PROVIDING TRAUMA-INFORMED, CULTURALLY RELEVANT SUPPORT FOR BLACK/AFRICAN AMERICAN FAMILIES WITH CHILDREN 0-3 50,000
    HOMELESS PRENATAL PROGRAM INC
    2500 18TH STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA FOR THE WELLNESS CENTER, PROVIDING CASE MANAGEMENT, PRENATAL AND PARENTING CLASSES, SUPPORT GROUPS, COUNSELING, AND ALTERNATIVE SUPPORT SERVICES FOR PREGNANT AND POST-PARTUM WOMEN 50,000
    HUCKLEBERRY YOUTH PROGRAMS INC
    3450 GEARY BLVD SUITE 107
    SAN FRANCISCO,CA94118     		  501(C)(3) PUBLIC CHA TO SUPPORT THE HUCKLEBERRY TEEN HEALTH PROGRAM IN MARIN 30,000
    JEWISH FAMILY & CHILDREN'S SERVICES
    2150 POST STREET PO BOX 159004
    SAN FRANCISCO,CA94115     		  501(C)(3) PUBLIC CHA FOR JEWISH FAMILY AND CHILDREN'S SERVICES' EARLY CHILDHOOD MENTAL HEALTH PROGRAM (ECMH), WHICH PROVIDES TRAINED CONSULTANTS TO PARENT SERVICES PROJECTS APRENDIENDO JUNTOS PLAYGROUPS 20,000
    JUMPSTART FOR YOUNG CHILDREN INC
    235 MONTGOMERY STREET SUITE 1025
    SAN FRANCISCO,CA94104     		  501(C)(3) PUBLIC CHA TO SUPPORT PRE-K TO 3RD GRADE EARLY LITERACY PROGRAMMING IN SAN FRANCISCO 50,000
    KIDPOWER TEENPOWER FULLPOWER INTERNATIONAL
    528 27TH STREET
    SAN FRANCISCO,CA94131     		  501(C)(3) PUBLIC CHA TO SUPPORT THE BOUNDARIES AND CONSENT INITIATIVE 30,000
    KLAMATH BIRD OBSERVATORY
    PO BOX 758
    ASHLAND,OR97520     		  501(C)(3) PUBLIC CHA TO INCREASE LOCAL CAPACITY TO MONITOR EFFECTIVENESS OF RESTORATION PROJECTS IN THE SCOTT RIVER WATERSHED 15,925
    LA CASA DE LAS MADRES
    1269 HOWARD STREET
    SAN FRANCISCO,CA94103     		  501(C)(3) PUBLIC CHA FOR COMPREHENSIVE WELLNESS SERVICES FOR MOTHERS AND YOUNG CHILDREN WHO EXPERIENCE DOMESTIC VIOLENCE INCLUDING SUPPORT GROUPS, PARENTING CLASSES, AND THERAPEUTIC PROGRAMS 56,500
    LARKIN STREET YOUTH SERVICES
    134 GOLDEN GATE AVENUE
    SAN FRANCISCO,CA94102     		  501(C)(3) PUBLIC CHA VARIOUS 85,000
    LAVENDER YOUTH RECREATION AND INFORMATION CENTER(LYRIC)
    127 COLLINGWOOD STREET
    SAN FRANCISCO,CA94114     		  501(C)(3) PUBLIC CHA FOR SUPPORT OF SCHOOL-BASED QGROUPS 20,000
    LEARNING AND LOVING EDUCATION CENTER
    16890 CHURCH STREET 16
    MORGAN HILL,CA95037     		  501(C)(3) PUBLIC CHA TO SUPPORT SERVICES TO IMMIGRANT MOTHERS OF YOUNG CHILDREN 25,000
    LITERACY FOR ENVIRONMENTAL JUSTICE
    1150 CARROLL AVE
    SAN FRANCISCO,CA94124     		  501(C)(3) PUBLIC CHA TO SUPPORT THE ECO-ADVENTURES PROGRAM 25,000
    MARIN COMMUNITY CLINIC
    9 COMMERCIAL BLVD SUITE 100
    NOVATO,CA94949     		  501(C)(3) PUBLIC CHA TO SUPPORT THE COMPAERAS BIRTH COACHING AND CENTERING PREGNANCY PROGRAMS 50,000
    MATTOLE RESTORATION COUNCIL
    PO BOX 160
    PETROLIA,CA95558     		  501(C)(3) PUBLIC CHA FOR THE MATTOLE RIVER AND RANGE PARTNERSHIP TO COMPLETE HIGH PRIORITY LAND CONSERVATION, FOREST HEALTH, AND RIPARIAN RESTORATION IN THE MATTOLE RIVER WATERSHED 62,000
    MID KLAMATH WATERSHED COUNCIL
    PO BOX 409
    ORLEANS,CA95556     		  501(C)(3) PUBLIC CHA TO SUPPORT PARTNER PARTICIPATION AND COORDINATION OF THE WESTERN KLAMATH RESTORATION PARTNERSHIP 50,000
    MINDFUL SCHOOLS
    1260 45TH STREET SUITE B
    EMERYVILLE,CA94608     		  501(C)(3) PUBLIC CHA FOR THE SCHOOLWIDE MINDFULNESS PROGRAM IN SF AND MARIN 25,000
    MISSION ASSET FUND
    3269 MISSION STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA SAN MATEO COUNTY IMMIGRANT RELIEF FUND 25,000
    MISSION GRADUATES
    3040 16TH STREET
    SAN FRANCISCO,CA94103     		  501(C)(3) PUBLIC CHA FOR THE EXTENDED DAY PROGRAM 35,000
    NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE
    234 E GISH ROAD SUITE 200
    SAN JOSE,CA95112     		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 21,000
    ODD FELLOW-REBEKAH CHILDRENS HOME OF CALIFORNIA
    290 IOOF AVE
    GILROY,CA95020     		  501(C)(3) ORGANIZATI FOR THE RESILIENT FAMILY PROGRAM TO HELP PARENTS AND CAREGIVERS BUILD HEALTHY ATTACHMENT AND RELATIONSHIPS WITH THEIR CHILDREN 60,000
    OREGON WILD
    5825 NORTH GREELEY
    PORTLAND,OR97217     		  501(C)(3) PUBLIC CHA FOR CONTINUED SUPPORT OF COLLABORATIVE, CONSERVATION-BASED FOREST RESTORATION PROGRAMMING IN THE UPPER DESCHUTES 25,000
    OUTWARD BOUND CALIFORNIA
    1539 PERSHING DRIVE SUITE 316
    SAN FRANCISCO,CA94129     		  501(C)(3) PUBLIC CHA FOR INSIGHT DAYS AND BASECAMP EXPEDITIONS 30,000
    PARENT SERVICES PROJECT INC
    79 BELVEDERE STREET 101
    SAN RAFAEL,CA94901     		  501(C)(3) PUBLIC CHA VARIOUS 80,000
    POINT REYES BIRD OBSERVATORY DBA POINT BLUE CONSERVATION SCIENCE
    3820 CYPRESS DRIVE SUITE 11
    PETALUMA,CA94954     		  501(C)(3) PUBLIC CHA COLLABORATIVE CLIMATE-SMART RESTORATION OF SIERRA MEADOWS 50,000
    PROJECT AVARY INC
    PO BOX 150088
    SAN RAFAEL,CA94915     		  501(C)(3) PUBLIC CHA FOR GENERAL SUPPORT OF PROJECT AVARY 30,000
    PUENTE DE LA COSTA SUR
    PO BOX 554
    PESCADERO,CA94060     		  501(C)(3) PUBLIC CHA FOR THE EARLY CHILDHOOD EDUCATION PROGRAM TO SUPPORT HEALTHY SOCIAL-EMOTIONAL DEVELOPMENT OF PARENTS WITH CHILDREN AGES 0-5 50,000
    READING PARTNERS
    180 GRAND AVENUE SUITE 800
    OAKLAND,CA94612     		  501(C)(3) PUBLIC CHA FOR READING PARTNERS IN SAN FRANCISCO 50,000
    SACRED HEART COMMUNITY SERVICE
    1381 SOUTH FIRST STREET
    SAN JOSE,CA95110     		  501(C)(3) PUBLIC CHA VARIOUS 80,000
    SAFE & SOUND
    1757 WALLER STREET
    SAN FRANCISCO,CA94117     		  501(C)(3) PUBLIC CHA FOR GENERAL SUPPORT TO HELP STRENGTHEN PROTECTIVE FACTORS FOR FAMILIES WITH YOUNG CHILDREN WHO HAVE BEEN EXPOSED TO VIOLENCE 50,000
    SAN FRANCISCO COURT APPOINTED SPECIAL ADVOCATES
    2535 MISSION STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA FOR GENERAL SUPPORT 35,000
    SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
    PO BOX 410836
    SAN FRANCISCO,CA94141     		  501(C)(3) PUBLIC CHA TO SUPPORT SOLID STARTS PERINATAL RESOURCE INTEGRATION SERVICE MODEL (PRISM), A PROGRAM WHICH UTILIZES COMMUNITY HEALTH WORKERS TO PROVIDE A LINKAGE BETWEEN HEALTHCARE AND SOCIAL SUPPORT SERVICES 25,000
    SAN JOSE GRAIL FAMILY SERVICES
    2003 E SAN ANTONIO ST
    SAN JOSE,CA95116     		  501(C)(3) PUBLIC CHA TO SUPPORT BIRTH & BEYOND FAMILY EMPOWERMENT PARENTING PROGRAMS FOR PARENTS OF YOUNG CHILDREN IN EAST SAN JOSE 40,000
    SAVE THE REDWOODS LEAGUE
    111 SUTTER STREET 11TH FLOOR
    SAN FRANCISCO,CA94104     		  501(C)(3) PUBLIC CHA FOR FOREST RESILIENCE TREATMENTS ON 519 ACRES OF LAND ON AND ADJACENT TO THE MAINSTEM MATTOLE RIVER, PART OF THE 11,000-ACRE REDWOODS TO THE SEA CORRIDOR 16,000
    SCOTT RIVER WATER TRUST
    PO BOX 591
    ETNA,CA96027     		  501(C)(3) PUBLIC CHA TO INTEGRATE SCOTT RIVER WATER TRUST AND CAL TROUTS STREAMFLOW AUGMENTATION EFFORTS TO INCREASE THE PACE AND SCALE OF PERMANENT WATER TRANSACTIONS IN THE KLAMATH RIVER WATERSHED 25,000
    SIDE BY SIDE
    300 SUNNY HILLS DRIVE
    SAN ANSELMO,CA94960     		  501(C)(3) PUBLIC CHA FOR THE YOUTHRIVE AND SUMMER BRIDGE PROGRAMMING IN MARIN 20,000
    SIERRA STREAMS INSTITUTE
    13075 WOOLMAN LANE
    NEVADA CITY,CA95959     		  501(C)(3) PUBLIC CHA FOR THE DEER CREEK RANCH RIPARIAN RESTORATION PROJECT 35,242
    SOMOS MAYFAIR INC
    370-B S KING RD
    SAN JOSE,CA95116     		  501(C)(3) PUBLIC CHA TO SUPPORT PROGRAMMING FOCUSED ON CREATING A THRIVING AND LITERACY RICH HOME ENVIRONMENT FOR FAMILIES WITH CHILDREN AGES 0-3 65,000
    SOUTH COUNTY COMMUNITY HEALTH CENTER (RAVENSWOOD FAMILY HEALTH CENTER)
    1885 BAY ROAD
    EAST PALO ALTO,CA94303     		  501(C)(3) PUBLIC CHA FOR CENTERINGPARENTING PROGRAM, A GROUP-BASED MODEL PROVIDING PEDIATRIC CARE AND PARENTING EDUCATION DURING A CHILDS FIRST TWO YEARS OF LIFE 50,000
    SOUTH YUBA RIVER CITIZENS LEAGUE
    313 RAILROAD AVE SUITE 101
    NEVADA CITY,CA95959     		  501(C)(3) PUBLIC CHA TO CONTINUE PLANNING, STAKEHOLDER OUTREACH, AND CONSERVATION EFFORTS IN THE LOWER YUBA RIVER 30,000
    STARVISTA
    610 ELM STREET SUITE 212
    SAN CARLOS,CA94070     		  501(C)(3) PUBLIC CHA VARIOUS 95,000
    SUSTAINABLE NORTHWEST
    1130 SW MORRISON STREET SUITE 510
    PORTLAND,OR97205     		  501(C)(3) PUBLIC CHA TO ADVANCE RESTORATION AND COLLABORATION IN THE UPPER JOHN DAY BASIN 50,000
    TANDEM PARTNERS IN EARLY LEARNING
    1275 FAIRFAX AVENUE SUITE 201
    SAN FRANCISCO,CA94124     		  501(C)(3) PUBLIC CHA TO PROVIDE TRAININGS, FAMILY LITERACY EVENTS, AND HIGH-QUALITY, DIVERSE GIVEAWAY BOOKS FOR FAMILIES AND FAMILY SUPPORT PROFESSIONALS IN SAN FRANCISCO TO ENGAGE FAMILIES IN EARLY LEARNING BEST PRACTICES FOR CHILDREN 35,000
    TEEN SUCCESS INC
    SOBRATO CENTER FOR NONPROFITS 508
    VALLEY WAY
    MILPITAS,CA95035     		  501(C)(3) PUBLIC CHA FOR SUPPORT OF THE SAN JOSE TEEN SUCCESS PROGRAM 30,000
    THE FRESHWATER TRUST
    700 SW TAYLOR ST SUITE 200
    PORTLAND,OR97205     		  501(C)(3) PUBLIC CHA TO DEVELOP A COORDINATED RESTORATION IMPLEMENTATION AND FUNDING PROGRAM TO MODERATE STREAM TEMPERATURE IN THE JOHN DAY BASIN, AS WELL AS CONTINUE MONITORING EFFORTS AND PARTNERSHIP ENGAGEMENT 120,000
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
    C/O UCSF OFFICE OF SPONSORED
    RESEARCH PO BOX 0962 3333 CALIFORNI
    SAN FRANCISCO,CA94118     		  501(C)(3) PUBLIC CHA FOR THE INFANT PARENT PROGRAMS PERINATAL MENTAL HEALTH SERVICE PROJECT, INCLUDING DIRECT MENTAL HEALTH INTERVENTION FOR PREGNANT WOMEN AND PARENTS OF INFANTS AND MENTAL HEALTH CONSULTATION AND TRAINING FOR PEDIATRICIANS AND PRE- AND POST-NATAL PROVIDERS 50,000
    THE SIERRA FUND
    204 PROVIDENCE MINE ROAD SUITE 214
    NEVADA CITY,CA95959     		  501(C)(3) PUBLIC CHA FOR THE HEADWATER MERCURY SOURCE REDUCTION PROGRAM 45,000
    THE TIDES CENTER
    PO BOX 29907
    SAN FRANCISCO,CA94129     		  501(C)(3) PUBLIC CHA FOR SIERRA FOREST LEGACY'S EXPANDED PARTICIPATION IN FIVE COLLABORATIVES THAT INCREASE FOREST RESILIENCE AND CONSERVE BIODIVERSITY IN THE AMERICAN, TRUCKEE, AND YUBA WATERSHEDS 50,000
    THE TRUST FOR PUBLIC LAND
    101 MONTGOMERY STREET SUITE 900
    SAN FRANCISCO,CA94104     		  501(C)(3) PUBLIC CHA FOR THE NORTHERN SIERRA PROGRAM TO STRATEGICALLY CONSERVE THE REGIONS FORESTS, WATERSHEDS, AND OTHER NATURAL AREAS 120,000
    THE WILD SALMON CENTER
    721 NW 9TH AVENUE SUITE 300
    PORTLAND,OR97209     		  501(C)(3) PUBLIC CHA TO CONVENE THE MID-KLAMATH SPRING CHINOOK WORKING GROUP TO PLAN FISHERY MANAGEMENT AND HABITAT RESTORATION ACTIONS TO RECOVER SPRING CHINOOK SALMON IN THE MID-KLAMATH, SALMON, SCOTT, AND SHASTA RIVERS 40,000
    THINK WILD
    62410 ERICKSON ROAD
    BEND,OR97701     		  501(C)(3) PUBLIC CHA TO PROVIDE LANDOWNERS IN THE UPPER CROOKED RIVER WATERSHED WITH BEAVER MANAGEMENT SERVICES AND PROMOTE THE BENEFITS OF BEAVER ON THE LANDSCAPE 27,000
    TIDES CENTER
    PO BOX 399385
    SAN FRANCISCO,CA94139     		  501(C)(3) PUBLIC CHA VARIOUS] 45,000
    TRUCKEE RIVER WATERSHED COUNCIL
    PO BOX 8568
    TRUCKEE,CA96162     		  501(C)(3) PUBLIC CHA TO SUPPORT COLDSTREAM CANYON WETLAND REHABILITATION 40,000
    UP ON TOP
    1187 FRANKLIN ST
    SAN FRANCISCO,CA94109     		  501(C)(3) PUBLIC CHA TO SUPPORT THE SUMMER LITERACY PROGRAM 10,000
    WESTERN ENVIRONMENTAL LAW CENTER
    120 SHELTON MCMURPHEY BLVD SUITE
    340
    EUGENE,OR97401     		  501(C)(3) PUBLIC CHA FOR CONTINUED SUPPORT FOR COLLABORATIVE EFFORTS TO RESTORE ECOSYSTEM FUNCTIONALITY AND BIODIVERSITY IN NATIONAL FORESTS IN THE DESCHUTES AND JOHN DAY BASINS. 60,000
    WU YEE CHILDREN'S SERVICES
    827 BROADWAY STREET
    SAN FRANCISCO,CA94133     		  501(C)(3) PUBLIC CHA TO SUPPORT THE JOY LOK FAMILY RESOURCE CENTERS PLAYGROUPS, SUPPORT GROUPS, PARENTING EDUCATION CLASSES, AND CASE MANAGEMENT SERVICES 35,000
    Total .................................bullet 3a 3,632,167
    bApproved for future payment
    826 VALENCIA
    826 VALENCIA STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA FOR EARLY LITERACY PROGRAMS SUPPORTING K-3RD GRADE STUDENTS IN SAN FRANCISCO 45,000
    AT THE CROSSROADS
    167 JESSIE STREET
    SAN FRANCISCO,CA94105     		  501(C)(3) PUBLIC CHA FOR GENERAL SUPPORT 80,000
    JUMPSTART FOR YOUNG CHILDREN INC
    235 MONTGOMERY STREET SUITE 1025
    SAN FRANCISCO,CA94104     		  501(C)(3) PUBLIC CHA TO SUPPORT PRE-K TO 3RD GRADE EARLY LITERACY PROGRAMMING IN SAN FRANCISCO 50,000
    MATTOLE RESTORATION COUNCIL
    PO BOX 160
    PETROLIA,CA95558     		  501(C)(3) PUBLIC CHA FOR THE MATTOLE RIVER AND RANGE PARTNERSHIP TO COMPLETE HIGH PRIORITY LAND CONSERVATION, FOREST HEALTH, AND RIPARIAN RESTORATION IN THE MATTOLE RIVER WATERSHED 62,000
    MID KLAMATH WATERSHED COUNCIL
    PO BOX 409
    ORLEANS,CA95556     		  501(C)(3) PUBLIC CHA TO SUPPORT PARTNER PARTICIPATION AND COORDINATION OF THE WESTERN KLAMATH RESTORATION PARTNERSHIP 100,000
    SUSTAINABLE NORTHWEST
    1130 SW MORRISON STREET SUITE 510
    PORTLAND,OR97205     		  501(C)(3) PUBLIC CHA TO ADVANCE RESTORATION AND COLLABORATION IN THE UPPER JOHN DAY BASIN 100,000
    Total .................................bullet 3b 437,000
    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 ...........     		    14 198,570  
    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.....     18    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 15,710,043  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 15,908,613 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,908,613
    (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:  
    Software Version:  


    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
    18 REASONS3674 18TH ST
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA TO PROVIDE THE COOKING MATTERS PROGRAM TO SAN FRANCISCO YOUTH 20,000
    826 VALENCIA826 VALENCIA STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA FOR EARLY LITERACY PROGRAMS SUPPORTING K-3RD GRADE STUDENTS IN SAN FRANCISCO 45,000
    ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES110 GOUGH STREET SUITE 301
    SAN FRANCISCO,CA94102     		  501(C)(3) PUBLIC CHA FOR THE IN-SCHOOL MENTAL HEALTH PROGRAM 25,000
    AGRICULTURAL RESEARCH FOUNDATION1600 SW WESTERN BLVD SUITE 320
    CORVALLIS,OR97333     		  501(C)(3) PUBLIC CHA TO TEST A STRATEGY FOR COMBATING INVASIVE ANNUAL GRASSES BY CREATING RESTORATION ISLANDS THAT WILL SERVE AS STRONGHOLDS FOR NATIVE PLANT COMMUNITIES IN THE UPPER SOUTH FORK JOHN DAY WATERSHED 30,000
    AMERICAN FORESTS1220 L ST NW STE 750
    WASHINGTON,DC20005     		  501(C)(3) PUBLIC CHA TO IMPLEMENT CLIMATE-SMART WATERSHED RESTORATION STRATEGIES IN THE AMERICAN RIVER WATERSHED IN RESPONSE TO THE 2014 KING FIRE 50,000
    AMERICAN RIVERS INC120 UNION ST
    NEVADA CITY,CA95959     		  501(C)(3) PUBLIC CHA TO REDUCE FUELS AND REINTRODUCE FIRE IN THE COSUMNES, AMERICAN, BEAR, YUBA (CABY) REGION AND ADVANCE YUBA RIVER RECOVERY BY DEVELOPING A BROADLY-SUPPORTED SALMON REINTRODUCTION PROJECT 30,000
    AT THE CROSSROADS167 JESSIE STREET
    SAN FRANCISCO,CA94105     		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 65,000
    BLUE FOREST FINANCE2716 6TH AVENUE
    SACRAMENTO,CA95818     		  501(C)(3) PUBLIC CHA TO SUPPORT THE FOREST RESILIENCE BONDS EXPANSION PAST THE PILOT PHASE TO PROTECT 275,000 ACRES ACROSS THE YUBA WATERSHED THROUGH THE NORTH YUBA FOREST PARTNERSHIP 35,000
    BRIDGE THE GAP COLLEGE PREPPO BOX 1390
    SAUSALITO,CA94965     		  501(C)(3) PUBLIC CHA TO SUPPORT BTGCPS LITERACY AND SEL PROGRAMS 40,000
    BUCKELEW PROGRAMS201 ALAMEDA DEL PRADO 103
    NOVATO,CA94949     		  501(C)(3) PUBLIC CHA FOR MATERNIDAD Y ESPERANZA (FORMERLY CALLED HEALTHY FAMILIES MARIN), A PROGRAM THAT INTEGRATES HOME VISITING SERVICES AND A SUPPORT GROUP WITH MEDICAL CARE FOR PREGNANT WOMEN AND NEW PARENTS 85,000
    CALIFORNIA TROUT360 PINE STREET 4TH FLOOR
    SAN FRANCISCO,CA94104     		  501(C)(3) PUBLIC CHA TO RESTORE HABITAT CONDITIONS IN THE SCOTT AND SHASTA RIVER WATERSHEDS IN PREPARATION FOR THE REMOVAL OF FOUR KLAMATH DAMS IN 2021 80,000
    CANAL ALLIANCE91 LARKSPUR STREET
    SAN RAFAEL,CA94901     		  501(C)(3) PUBLIC CHA CLIENT SUPPORT FUND 25,000
    CANDID360 22ND STREET SUITE 500
    OAKLAND,CA94612     		  501(C)(3) PUBLIC CHA TO SUPPORT 2020 PROGRAMS AND SERVICES 3,000
    CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN FRANCISCO1555 39TH AVENUE
    SAN FRANCISCO,CA94122     		  501(C)(3) PUBLIC CHA TO SUPPORT THE CANAL FAMILY SUPPORT KIDS CLUB 30,000
    CATHOLIC CHARITIES OF SANTA CLARA COUNTY2625 ZANKER ROAD
    SAN JOSE,CA95134     		  501(C)(3) PUBLIC CHA VARIOUS 110,000
    CENTER FOR URBAN EDUCATION ABOUT SUSTAINABLE AGRICULTUREONE FERRY BUILDING SUITE 50
    SAN FRANCISCO,CA94111     		  501(C)(3) PUBLIC CHA TO SUPPORT THE FOODWISE TEEN PROGRAM IN SAN FRANCISCO 30,000
    CENTRAL OREGON FOREST STEWARDSHIP FOUNDATION334 NE HAWTHORNE AVE
    BEND,OR97701     		  501(C)(3) PUBLIC CHA TO SUPPORT COMMUNITY OUTREACH, MULTIPARTY MONITORING, AND ADAPTIVE MANAGEMENT FOR THE DESCHUTES COLLABORATIVE FOREST PROJECT 35,000
    CENTRAL OREGON LANDWATCH2843 NW LOLO DR SUITE 200
    BEND,OR97703     		  501(C)(3) PUBLIC CHA FOR THE DESCHUTES BASIN STREAMFLOW RESTORATION PROGRAM 40,000
    CERES COMMUNITY PROJECTPO BOX 1562 7351 BODEGA AVENUE
    SEBASTOPOL,CA95472     		  501(C)(3) PUBLIC CHA TO SUPPORT CERES YOUTH DEVELOPMENT PROGRAM IN MARIN 30,000
    COMMUNITY INITIATIVES1000 BROADWAY SUITE 480
    OAKLAND,CA94607     		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT FOR BAY AREA CHILDHOOD FUNDERS 4,000
    COMMUNITY INSTITUTE FOR PSYCHOTHERAPY1330 LINCOLN AVENUE 201
    SAN RAFAEL,CA94901     		  501(C)(3) PUBLIC CHA TO SUPPORT SCHOOL-BASED SERVICES 15,000
    CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE2211 PALM AVE
    SAN MATEO,CA94403     		  501(C)(3) PUBLIC CHA FOR BILINGUAL SUPPORT GROUPS FOR VICTIMS OF DOMESTIC VIOLENCE AND TRAUMA-INFORMED SERVICES FOR THEIR CHILDREN 61,500
    DESCHUTES RIVER CONSERVANCY700 NW HILL STREET SUITE 1
    BEND,OR97701     		  501(C)(3) PUBLIC CHA FOR CONTINUED SUPPORT TO DESIGN A WATER MARKETING PROGRAM TO FACILITATE WATER TRADING BETWEEN IRRIGATION DISTRICTS, MUNICIPALITIES, AND THE DESCHUTES RIVER 60,000
    FAMILY CONNECTIONS CENTERS2565 SAN BRUNO AVENUE
    SAN FRANCISCO,CA94134     		  501(C)(3) PUBLIC CHA VARIOUS 70,000
    FAMILY SERVICE AGENCY OF SAN FRANCISCO1500 FRANKLIN STREET
    SAN FRANCISCO,CA94109     		  501(C)(3) PUBLIC CHA TO SUPPORT THE YOUTH RISK REDUCTION PROGRAM 15,000
    GIRLVENTURES119 FILBERT STREET
    OAKLAND,CA94607     		  501(C)(3) PUBLIC CHA FOR GENERAL SUPPORT 30,000
    GOOD SAMARITAN FAMILY RESOURCE CENTER1294 POTRERO AVE
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA VARIOUS 75,000
    GUM MOON RESIDENCE HALL940 WASHINGTON ST
    SAN FRANCISCO,CA94108     		  501(C)(3) PUBLIC CHA FOR THE EARLY CHILDHOOD DEVELOPMENT AND PARENT SUPPORT PROGRAM THAT HELPS PROMOTE PARENT/CAREGIVER BONDING WITH THEIR INFANTS AND TODDLERS 50,000
    HOLY FAMILY DAY HOMES OF SAN FRANCISCO299 DOLORES STREET
    SAN FRANCISCO,CA94103     		  501(C)(3) PUBLIC CHA FOR A HEALTH AND WELLNESS PARENTING COURSE TO HELP PARENTS OF YOUNG CHILDREN DEVELOP HEALTHY PRACTICES FOR COPING WITH POVERTY- AND HOMELESSNESS-RELATED STRESS AND TRAUMA 20,000
    HOMELESS CHILDRENS NETWORK3450 3RD STREET UNIT 1C
    SAN FRANCISCO,CA94124     		  501(C)(3) PUBLIC CHA FOR THE EARLY CHILDHOOD COMPONENT OF THE MA'AT PROGRAM, PROVIDING TRAUMA-INFORMED, CULTURALLY RELEVANT SUPPORT FOR BLACK/AFRICAN AMERICAN FAMILIES WITH CHILDREN 0-3 50,000
    HOMELESS PRENATAL PROGRAM INC2500 18TH STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA FOR THE WELLNESS CENTER, PROVIDING CASE MANAGEMENT, PRENATAL AND PARENTING CLASSES, SUPPORT GROUPS, COUNSELING, AND ALTERNATIVE SUPPORT SERVICES FOR PREGNANT AND POST-PARTUM WOMEN 50,000
    HUCKLEBERRY YOUTH PROGRAMS INC3450 GEARY BLVD SUITE 107
    SAN FRANCISCO,CA94118     		  501(C)(3) PUBLIC CHA TO SUPPORT THE HUCKLEBERRY TEEN HEALTH PROGRAM IN MARIN 30,000
    JEWISH FAMILY & CHILDREN'S SERVICES2150 POST STREET PO BOX 159004
    SAN FRANCISCO,CA94115     		  501(C)(3) PUBLIC CHA FOR JEWISH FAMILY AND CHILDREN'S SERVICES' EARLY CHILDHOOD MENTAL HEALTH PROGRAM (ECMH), WHICH PROVIDES TRAINED CONSULTANTS TO PARENT SERVICES PROJECTS APRENDIENDO JUNTOS PLAYGROUPS 20,000
    JUMPSTART FOR YOUNG CHILDREN INC235 MONTGOMERY STREET SUITE 1025
    SAN FRANCISCO,CA94104     		  501(C)(3) PUBLIC CHA TO SUPPORT PRE-K TO 3RD GRADE EARLY LITERACY PROGRAMMING IN SAN FRANCISCO 50,000
    KIDPOWER TEENPOWER FULLPOWER INTERNATIONAL528 27TH STREET
    SAN FRANCISCO,CA94131     		  501(C)(3) PUBLIC CHA TO SUPPORT THE BOUNDARIES AND CONSENT INITIATIVE 30,000
    KLAMATH BIRD OBSERVATORYPO BOX 758
    ASHLAND,OR97520     		  501(C)(3) PUBLIC CHA TO INCREASE LOCAL CAPACITY TO MONITOR EFFECTIVENESS OF RESTORATION PROJECTS IN THE SCOTT RIVER WATERSHED 15,925
    LA CASA DE LAS MADRES1269 HOWARD STREET
    SAN FRANCISCO,CA94103     		  501(C)(3) PUBLIC CHA FOR COMPREHENSIVE WELLNESS SERVICES FOR MOTHERS AND YOUNG CHILDREN WHO EXPERIENCE DOMESTIC VIOLENCE INCLUDING SUPPORT GROUPS, PARENTING CLASSES, AND THERAPEUTIC PROGRAMS 56,500
    LARKIN STREET YOUTH SERVICES134 GOLDEN GATE AVENUE
    SAN FRANCISCO,CA94102     		  501(C)(3) PUBLIC CHA VARIOUS 85,000
    LAVENDER YOUTH RECREATION AND INFORMATION CENTER(LYRIC)127 COLLINGWOOD STREET
    SAN FRANCISCO,CA94114     		  501(C)(3) PUBLIC CHA FOR SUPPORT OF SCHOOL-BASED QGROUPS 20,000
    LEARNING AND LOVING EDUCATION CENTER16890 CHURCH STREET 16
    MORGAN HILL,CA95037     		  501(C)(3) PUBLIC CHA TO SUPPORT SERVICES TO IMMIGRANT MOTHERS OF YOUNG CHILDREN 25,000
    LITERACY FOR ENVIRONMENTAL JUSTICE1150 CARROLL AVE
    SAN FRANCISCO,CA94124     		  501(C)(3) PUBLIC CHA TO SUPPORT THE ECO-ADVENTURES PROGRAM 25,000
    MARIN COMMUNITY CLINIC9 COMMERCIAL BLVD SUITE 100
    NOVATO,CA94949     		  501(C)(3) PUBLIC CHA TO SUPPORT THE COMPAERAS BIRTH COACHING AND CENTERING PREGNANCY PROGRAMS 50,000
    MATTOLE RESTORATION COUNCILPO BOX 160
    PETROLIA,CA95558     		  501(C)(3) PUBLIC CHA FOR THE MATTOLE RIVER AND RANGE PARTNERSHIP TO COMPLETE HIGH PRIORITY LAND CONSERVATION, FOREST HEALTH, AND RIPARIAN RESTORATION IN THE MATTOLE RIVER WATERSHED 62,000
    MID KLAMATH WATERSHED COUNCILPO BOX 409
    ORLEANS,CA95556     		  501(C)(3) PUBLIC CHA TO SUPPORT PARTNER PARTICIPATION AND COORDINATION OF THE WESTERN KLAMATH RESTORATION PARTNERSHIP 50,000
    MINDFUL SCHOOLS1260 45TH STREET SUITE B
    EMERYVILLE,CA94608     		  501(C)(3) PUBLIC CHA FOR THE SCHOOLWIDE MINDFULNESS PROGRAM IN SF AND MARIN 25,000
    MISSION ASSET FUND3269 MISSION STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA SAN MATEO COUNTY IMMIGRANT RELIEF FUND 25,000
    MISSION GRADUATES3040 16TH STREET
    SAN FRANCISCO,CA94103     		  501(C)(3) PUBLIC CHA FOR THE EXTENDED DAY PROGRAM 35,000
    NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE234 E GISH ROAD SUITE 200
    SAN JOSE,CA95112     		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 21,000
    ODD FELLOW-REBEKAH CHILDRENS HOME OF CALIFORNIA290 IOOF AVE
    GILROY,CA95020     		  501(C)(3) ORGANIZATI FOR THE RESILIENT FAMILY PROGRAM TO HELP PARENTS AND CAREGIVERS BUILD HEALTHY ATTACHMENT AND RELATIONSHIPS WITH THEIR CHILDREN 60,000
    OREGON WILD5825 NORTH GREELEY
    PORTLAND,OR97217     		  501(C)(3) PUBLIC CHA FOR CONTINUED SUPPORT OF COLLABORATIVE, CONSERVATION-BASED FOREST RESTORATION PROGRAMMING IN THE UPPER DESCHUTES 25,000
    OUTWARD BOUND CALIFORNIA1539 PERSHING DRIVE SUITE 316
    SAN FRANCISCO,CA94129     		  501(C)(3) PUBLIC CHA FOR INSIGHT DAYS AND BASECAMP EXPEDITIONS 30,000
    PARENT SERVICES PROJECT INC79 BELVEDERE STREET 101
    SAN RAFAEL,CA94901     		  501(C)(3) PUBLIC CHA VARIOUS 80,000
    POINT REYES BIRD OBSERVATORY DBA POINT BLUE CONSERVATION SCIENCE3820 CYPRESS DRIVE SUITE 11
    PETALUMA,CA94954     		  501(C)(3) PUBLIC CHA COLLABORATIVE CLIMATE-SMART RESTORATION OF SIERRA MEADOWS 50,000
    PROJECT AVARY INCPO BOX 150088
    SAN RAFAEL,CA94915     		  501(C)(3) PUBLIC CHA FOR GENERAL SUPPORT OF PROJECT AVARY 30,000
    PUENTE DE LA COSTA SURPO BOX 554
    PESCADERO,CA94060     		  501(C)(3) PUBLIC CHA FOR THE EARLY CHILDHOOD EDUCATION PROGRAM TO SUPPORT HEALTHY SOCIAL-EMOTIONAL DEVELOPMENT OF PARENTS WITH CHILDREN AGES 0-5 50,000
    READING PARTNERS180 GRAND AVENUE SUITE 800
    OAKLAND,CA94612     		  501(C)(3) PUBLIC CHA FOR READING PARTNERS IN SAN FRANCISCO 50,000
    SACRED HEART COMMUNITY SERVICE1381 SOUTH FIRST STREET
    SAN JOSE,CA95110     		  501(C)(3) PUBLIC CHA VARIOUS 80,000
    SAFE & SOUND1757 WALLER STREET
    SAN FRANCISCO,CA94117     		  501(C)(3) PUBLIC CHA FOR GENERAL SUPPORT TO HELP STRENGTHEN PROTECTIVE FACTORS FOR FAMILIES WITH YOUNG CHILDREN WHO HAVE BEEN EXPOSED TO VIOLENCE 50,000
    SAN FRANCISCO COURT APPOINTED SPECIAL ADVOCATES2535 MISSION STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA FOR GENERAL SUPPORT 35,000
    SAN FRANCISCO GENERAL HOSPITAL FOUNDATIONPO BOX 410836
    SAN FRANCISCO,CA94141     		  501(C)(3) PUBLIC CHA TO SUPPORT SOLID STARTS PERINATAL RESOURCE INTEGRATION SERVICE MODEL (PRISM), A PROGRAM WHICH UTILIZES COMMUNITY HEALTH WORKERS TO PROVIDE A LINKAGE BETWEEN HEALTHCARE AND SOCIAL SUPPORT SERVICES 25,000
    SAN JOSE GRAIL FAMILY SERVICES2003 E SAN ANTONIO ST
    SAN JOSE,CA95116     		  501(C)(3) PUBLIC CHA TO SUPPORT BIRTH & BEYOND FAMILY EMPOWERMENT PARENTING PROGRAMS FOR PARENTS OF YOUNG CHILDREN IN EAST SAN JOSE 40,000
    SAVE THE REDWOODS LEAGUE111 SUTTER STREET 11TH FLOOR
    SAN FRANCISCO,CA94104     		  501(C)(3) PUBLIC CHA FOR FOREST RESILIENCE TREATMENTS ON 519 ACRES OF LAND ON AND ADJACENT TO THE MAINSTEM MATTOLE RIVER, PART OF THE 11,000-ACRE REDWOODS TO THE SEA CORRIDOR 16,000
    SCOTT RIVER WATER TRUSTPO BOX 591
    ETNA,CA96027     		  501(C)(3) PUBLIC CHA TO INTEGRATE SCOTT RIVER WATER TRUST AND CAL TROUTS STREAMFLOW AUGMENTATION EFFORTS TO INCREASE THE PACE AND SCALE OF PERMANENT WATER TRANSACTIONS IN THE KLAMATH RIVER WATERSHED 25,000
    SIDE BY SIDE300 SUNNY HILLS DRIVE
    SAN ANSELMO,CA94960     		  501(C)(3) PUBLIC CHA FOR THE YOUTHRIVE AND SUMMER BRIDGE PROGRAMMING IN MARIN 20,000
    SIERRA STREAMS INSTITUTE13075 WOOLMAN LANE
    NEVADA CITY,CA95959     		  501(C)(3) PUBLIC CHA FOR THE DEER CREEK RANCH RIPARIAN RESTORATION PROJECT 35,242
    SOMOS MAYFAIR INC370-B S KING RD
    SAN JOSE,CA95116     		  501(C)(3) PUBLIC CHA TO SUPPORT PROGRAMMING FOCUSED ON CREATING A THRIVING AND LITERACY RICH HOME ENVIRONMENT FOR FAMILIES WITH CHILDREN AGES 0-3 65,000
    SOUTH COUNTY COMMUNITY HEALTH CENTER (RAVENSWOOD FAMILY HEALTH CENTER)1885 BAY ROAD
    EAST PALO ALTO,CA94303     		  501(C)(3) PUBLIC CHA FOR CENTERINGPARENTING PROGRAM, A GROUP-BASED MODEL PROVIDING PEDIATRIC CARE AND PARENTING EDUCATION DURING A CHILDS FIRST TWO YEARS OF LIFE 50,000
    SOUTH YUBA RIVER CITIZENS LEAGUE313 RAILROAD AVE SUITE 101
    NEVADA CITY,CA95959     		  501(C)(3) PUBLIC CHA TO CONTINUE PLANNING, STAKEHOLDER OUTREACH, AND CONSERVATION EFFORTS IN THE LOWER YUBA RIVER 30,000
    STARVISTA610 ELM STREET SUITE 212
    SAN CARLOS,CA94070     		  501(C)(3) PUBLIC CHA VARIOUS 95,000
    SUSTAINABLE NORTHWEST1130 SW MORRISON STREET SUITE 510
    PORTLAND,OR97205     		  501(C)(3) PUBLIC CHA TO ADVANCE RESTORATION AND COLLABORATION IN THE UPPER JOHN DAY BASIN 50,000
    TANDEM PARTNERS IN EARLY LEARNING1275 FAIRFAX AVENUE SUITE 201
    SAN FRANCISCO,CA94124     		  501(C)(3) PUBLIC CHA TO PROVIDE TRAININGS, FAMILY LITERACY EVENTS, AND HIGH-QUALITY, DIVERSE GIVEAWAY BOOKS FOR FAMILIES AND FAMILY SUPPORT PROFESSIONALS IN SAN FRANCISCO TO ENGAGE FAMILIES IN EARLY LEARNING BEST PRACTICES FOR CHILDREN 35,000
    TEEN SUCCESS INCSOBRATO CENTER FOR NONPROFITS 508
    VALLEY WAY
    MILPITAS,CA95035     		  501(C)(3) PUBLIC CHA FOR SUPPORT OF THE SAN JOSE TEEN SUCCESS PROGRAM 30,000
    THE FRESHWATER TRUST700 SW TAYLOR ST SUITE 200
    PORTLAND,OR97205     		  501(C)(3) PUBLIC CHA TO DEVELOP A COORDINATED RESTORATION IMPLEMENTATION AND FUNDING PROGRAM TO MODERATE STREAM TEMPERATURE IN THE JOHN DAY BASIN, AS WELL AS CONTINUE MONITORING EFFORTS AND PARTNERSHIP ENGAGEMENT 120,000
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIAC/O UCSF OFFICE OF SPONSORED
    RESEARCH PO BOX 0962 3333 CALIFORNI
    SAN FRANCISCO,CA94118     		  501(C)(3) PUBLIC CHA FOR THE INFANT PARENT PROGRAMS PERINATAL MENTAL HEALTH SERVICE PROJECT, INCLUDING DIRECT MENTAL HEALTH INTERVENTION FOR PREGNANT WOMEN AND PARENTS OF INFANTS AND MENTAL HEALTH CONSULTATION AND TRAINING FOR PEDIATRICIANS AND PRE- AND POST-NATAL PROVIDERS 50,000
    THE SIERRA FUND204 PROVIDENCE MINE ROAD SUITE 214
    NEVADA CITY,CA95959     		  501(C)(3) PUBLIC CHA FOR THE HEADWATER MERCURY SOURCE REDUCTION PROGRAM 45,000
    THE TIDES CENTERPO BOX 29907
    SAN FRANCISCO,CA94129     		  501(C)(3) PUBLIC CHA FOR SIERRA FOREST LEGACY'S EXPANDED PARTICIPATION IN FIVE COLLABORATIVES THAT INCREASE FOREST RESILIENCE AND CONSERVE BIODIVERSITY IN THE AMERICAN, TRUCKEE, AND YUBA WATERSHEDS 50,000
    THE TRUST FOR PUBLIC LAND101 MONTGOMERY STREET SUITE 900
    SAN FRANCISCO,CA94104     		  501(C)(3) PUBLIC CHA FOR THE NORTHERN SIERRA PROGRAM TO STRATEGICALLY CONSERVE THE REGIONS FORESTS, WATERSHEDS, AND OTHER NATURAL AREAS 120,000
    THE WILD SALMON CENTER721 NW 9TH AVENUE SUITE 300
    PORTLAND,OR97209     		  501(C)(3) PUBLIC CHA TO CONVENE THE MID-KLAMATH SPRING CHINOOK WORKING GROUP TO PLAN FISHERY MANAGEMENT AND HABITAT RESTORATION ACTIONS TO RECOVER SPRING CHINOOK SALMON IN THE MID-KLAMATH, SALMON, SCOTT, AND SHASTA RIVERS 40,000
    THINK WILD62410 ERICKSON ROAD
    BEND,OR97701     		  501(C)(3) PUBLIC CHA TO PROVIDE LANDOWNERS IN THE UPPER CROOKED RIVER WATERSHED WITH BEAVER MANAGEMENT SERVICES AND PROMOTE THE BENEFITS OF BEAVER ON THE LANDSCAPE 27,000
    TIDES CENTERPO BOX 399385
    SAN FRANCISCO,CA94139     		  501(C)(3) PUBLIC CHA VARIOUS] 45,000
    TRUCKEE RIVER WATERSHED COUNCILPO BOX 8568
    TRUCKEE,CA96162     		  501(C)(3) PUBLIC CHA TO SUPPORT COLDSTREAM CANYON WETLAND REHABILITATION 40,000
    UP ON TOP1187 FRANKLIN ST
    SAN FRANCISCO,CA94109     		  501(C)(3) PUBLIC CHA TO SUPPORT THE SUMMER LITERACY PROGRAM 10,000
    WESTERN ENVIRONMENTAL LAW CENTER120 SHELTON MCMURPHEY BLVD SUITE
    340
    EUGENE,OR97401     		  501(C)(3) PUBLIC CHA FOR CONTINUED SUPPORT FOR COLLABORATIVE EFFORTS TO RESTORE ECOSYSTEM FUNCTIONALITY AND BIODIVERSITY IN NATIONAL FORESTS IN THE DESCHUTES AND JOHN DAY BASINS. 60,000
    WU YEE CHILDREN'S SERVICES827 BROADWAY STREET
    SAN FRANCISCO,CA94133     		  501(C)(3) PUBLIC CHA TO SUPPORT THE JOY LOK FAMILY RESOURCE CENTERS PLAYGROUPS, SUPPORT GROUPS, PARENTING EDUCATION CLASSES, AND CASE MANAGEMENT SERVICES 35,000
    Total ...............................bullet 3a 3,632,167
    bApproved for future payment
    826 VALENCIA826 VALENCIA STREET
    SAN FRANCISCO,CA94110     		  501(C)(3) PUBLIC CHA FOR EARLY LITERACY PROGRAMS SUPPORTING K-3RD GRADE STUDENTS IN SAN FRANCISCO 45,000
    AT THE CROSSROADS167 JESSIE STREET
    SAN FRANCISCO,CA94105     		  501(C)(3) PUBLIC CHA FOR GENERAL SUPPORT 80,000
    JUMPSTART FOR YOUNG CHILDREN INC235 MONTGOMERY STREET SUITE 1025
    SAN FRANCISCO,CA94104     		  501(C)(3) PUBLIC CHA TO SUPPORT PRE-K TO 3RD GRADE EARLY LITERACY PROGRAMMING IN SAN FRANCISCO 50,000
    MATTOLE RESTORATION COUNCILPO BOX 160
    PETROLIA,CA95558     		  501(C)(3) PUBLIC CHA FOR THE MATTOLE RIVER AND RANGE PARTNERSHIP TO COMPLETE HIGH PRIORITY LAND CONSERVATION, FOREST HEALTH, AND RIPARIAN RESTORATION IN THE MATTOLE RIVER WATERSHED 62,000
    MID KLAMATH WATERSHED COUNCILPO BOX 409
    ORLEANS,CA95556     		  501(C)(3) PUBLIC CHA TO SUPPORT PARTNER PARTICIPATION AND COORDINATION OF THE WESTERN KLAMATH RESTORATION PARTNERSHIP 100,000
    SUSTAINABLE NORTHWEST1130 SW MORRISON STREET SUITE 510
    PORTLAND,OR97205     		  501(C)(3) PUBLIC CHA TO ADVANCE RESTORATION AND COLLABORATION IN THE UPPER JOHN DAY BASIN 100,000
    Total ................................bullet 3b 437,000

    TY 2020 AccountingFeesSchedule
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 31,850 19,110   9,555

    TY 2020 DistributionFromCorpusElection
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Election:
    PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE GEORGIANA G STEVENS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR?S UNDISTRIBUTED INCOME AND THE AMOUNT NEEDED TO SATISFY THE CURRENT YEAR DISTRIBUTION REQUIREMENTS AS BEING MADE OUT OF CORPUS.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS 14,116,357 14,116,357

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS 24,799,809 24,799,809

    TY 2020 InvestmentsOtherSchedule2
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS FMV 26,006,410 26,006,410

    TY 2020 LegalFeesSchedule
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 667 67   1,936


    TY 2020 OtherDecreasesSchedule
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Description Amount
    UNREALIZED GAIN IN INVESTMENTS 8,186,003


    TY 2020 OtherExpensesSchedule
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 2,343 0   0
    BANK FEES 916 916   0


    TY 2020 OtherIncomeSchedule2
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 TAX/BOOK DIFFERENCE OTHER INCOME   289,496  
    K-1 TAX/BOOK DIFFERENCE DEDUCTION   -104,009  
    K-1 TAX/BOOK DIFFERENCE MANAGEMENT FEES   -606,446  


    TY 2020 OtherIncreasesSchedule
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Description Amount
    CHANGE IN DEFERRED TAX LIABILITY 119,000


    TY 2020 OtherLiabilitiesSchedule
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX LIABILITY 453,000 334,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 226,353 226,353   0
    FOUNDATION MANAGEMENT FEES 623,264 62,326   498,611
    CONSULTANT 16,542 1,654   15,234


    TY 2020 TaxesSchedule
    Name:
    BELLA VISTA FOUNDATION
    EIN:
    94-3345967
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 145,644 0   0