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
ATKINSON FOUNDATION
C/O PACIFIC FOUNDATION SERVICES
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

94-6075613
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$25,791,088J 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) 500
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 404,200 404,200  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,049,511
b Gross sales price for all assets on line 6a 6,228,671
7 Capital gain net income (from Part IV, line 2)... 1,049,511
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 155 0  
12 Total. Add lines 1 through 11........ 1,454,366 1,453,711  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......       12,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 207 0   207
b Accounting fees (attach schedule)....... Click to see attachment 19,000 0   18,000
c Other professional fees (attach schedule).... Click to see attachment 325,587 120,587   205,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 37,760 5,610   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,000 0   3,000
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,447 0   3,080
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 389,001 126,197   241,287
25 Contributions, gifts, grants paid....... 1,131,500 1,231,500
26 Total expenses and disbursements. Add lines 24 and 25 1,520,501 126,197   1,472,787
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -66,135
b Net investment income (if negative, enter -0-) 1,327,514
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............. 94,414 85,953 85,953
2 Savings and temporary cash investments......... 1,212,976 1,734,648 1,734,648
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,928 688 688
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,012,325 Click to see attachment18,941,099 18,941,099
c Investments—corporate bonds (attach schedule)....... 5,408,715 Click to see attachment5,027,156 5,027,156
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) Click to see attachment4,233 Click to see attachment1,544 Click to see attachment1,544
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,736,591 25,791,088 25,791,088
Liabilities 17 Accounts payable and accrued expenses.......... 21,885 11,815
18 Grants payable................. 100,000  
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) Click to see attachment77,367 Click to see attachment95,324
23 Total liabilities (add lines 17 through 22)......... 199,252 107,139
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........... 24,537,339 25,683,949
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)..... 24,537,339 25,683,949
30 Total liabilities and net assets/fund balances (see instructions). 24,736,591 25,791,088
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
24,537,339
2
Enter amount from Part I, line 27a .....................
2
-66,135
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,212,745
4
Add lines 1, 2, and 3 ..........................
4
25,683,949
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,683,949
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 PUBLICLY TRADED SECURITIES P    
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 6,228,671   5,179,160 1,049,511
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       1,049,511
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 1,049,511
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 18,452
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 18,452
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 18,452
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,286
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 28,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,286
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 23,834
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet23,834 RefundedBullet 11 0
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.ATKINSONFDN.ORG
    14
    The books are in care ofbulletJULIANA GRENZEBACK 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
    LINDA LANIER PRESIDENT
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    JEAN ATKINSON SECRETARY
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    STEPHEN WAY TREASURER
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    WILLIAM CRANDALL JR ASSISTANT TREASURER
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    ROBERT GRIFFIN DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    ELIZABETH WOODWARD DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    JOHN VOLK DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    NANCY SPENCER DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    MARGARET TAYLOR AUDIT COMMITTEE CHAIR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    DAVID RICHANBACH DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    ANDREA HIGUERA BALLARD DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    TINA CRISCI DIRECTOR
    4.00     		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 SERVICE FOUNDATION MANAGEMENT 205,000
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    SUMMITRY INVESTMENT MANAGEMENT 80,623
    1850 GATEWAY DR 100
    SAN MATEO,CA94404
    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
    21,755,022
    b
    Average of monthly cash balances.......................
    1b
    1,037,877
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,232
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,795,131
    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
    22,795,131
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    341,927
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,453,204
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,122,660
    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
    1,122,660
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    18,452
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,452
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,104,208
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,104,208
    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
    1,104,208
    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
    1,472,787
    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
    1,472,787
    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
    1,472,787
    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 1,104,208
    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......  
    c From 2017...... 8,791
    d From 2018...... 304,971
    e From 2019...... 312,305
    fTotal of lines 3a through e........ 626,067
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,472,787
    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)........     		0
    d Applied to 2020 distributable amount..... 1,104,208
    e Remaining amount distributed out of corpus 368,579
    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 5 994,646
    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 ......     		994,646
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 8,791
    c Excess from 2018.... 304,971
    d Excess from 2019.... 312,305
    e Excess from 2020.... 368,579
    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:
    STEFANI WILLIS
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    (415) 561-6540
    SWILLIS@PFS-LLC.NET
    bThe form in which applications should be submitted and information and materials they should include:
    SEE WWW.ATKINSONFDN.ORG
    cAny submission deadlines:
    SEE WWW.ATKINSONFDN.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NOT FUNDED BY FOUNDATION: GRANTS TO IND, GRANTS TO DOCTORAL STUDY OR RESEARCH, GRANTS TO INFLUENCE LEGISLATION, GRANTS TO NAT'L OR STATEWIDE PROGRAMS, DONATIONS TO OR SPONSORSHIP OF FUNDRAISING OR ANNUAL CAMPAIGNS, OR GRANTS FOR FILMS, VIDEOS, PUBLICATIONS AND CONFERENCES.
    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
    ABILITIES UNITED
    350 TWIN DOLPHIN DRIVE SUITE 123
    REDWOOD CITY,CA94065     		N/A PC INDEPENDENT LIVING SKILLS (ILS) 15,000
    ABILITYPATH (COMMUNITY GATEPATH)
    SOBRATO CENTER FOR NONPROFITS 350
    TWIN DOLPHIN DR SUITE 123
    REDWOOD CITY,CA94065     		N/A PC GENERAL SUPPORT FOR COVID-19 RESPONSE 5,000
    ABLE WORKS
    1836 BAY ROAD SUITE B
    EAST PALO ALTO,CA94303     		N/A PC TOGETHER WE RISE 5,000
    ABUNDANT GRACE COASTSIDE WORKER INC
    515 KELLY STREET
    HALF MOON BAY,CA94019     		N/A PC FULL-CIRCLE FOOD JUSTICE: JOB TRAINING AND SUPPORT FOR THOSE EXPERIENCING HOMELESSNESS AND FREE ORGANIC PRODUCE DISTRIBUTION TO THOSE ECONOMICALLY AT RISK 7,500
    ADOLESCENT COUNSELING SERVICES
    643 BAIR ISLAND ROAD SUITE 301
    REDWOOD CITY,CA94063     		N/A PC OUTLET PROGRAM 15,000
    AIM HIGH FOR HIGH SCHOOL
    PO BOX 410715
    SAN FRANCISCO,CA94141     		N/A PC AIM HIGH AT HOME 10,000
    THE ARC OF SAN FRANCISCO
    1500 HOWARD STREET
    SAN FRANCISCO,CA94103     		N/A PC GENERAL OPERATING SUPPORT 15,000
    THE ART OF YOGA PROJECT
    555 BRYANT STREET 232
    PALO ALTO,CA94301     		N/A PC GENERAL SUPPORT 7,500
    AYUDANDO LATINOS A SONAR
    PO BOX 961
    EL GRANADA,CA94018     		N/A PC GENERAL SUPPORT 15,000
    BAY AREA SCORES
    C/O WEWORK 1460 MISSION STREET
    SAN FRANCISCO,CA94103     		N/A PC DALY CITY SCORES 10,000
    BIG BROTHERS BIG SISTERS OF THE BAY AREA
    65 BATTERY STREET 2ND FLOOR
    SAN FRANCISCO,CA94111     		N/A PC ONE-TO-ONE MENTORING TO HELP YOUTH ACHIEVE THEIR FULL POTENTIAL 7,500
    BOYS & GIRLS CLUB OF THE COASTSIDE
    PO BOX 545
    HALF MOON BAY,CA94019     		N/A PC COUNT ME IN! 20,000
    BOYS & GIRLS CLUBS OF NORTH SAN MATEO COUNTY
    201 W ORANGE AVE
    SOUTH SAN FRANCISCO,CA94080     		N/A PC ESSENTIAL INFRASTRUCTURE EMERGENCY WORKERS CHILDCARE PROGRAM 15,000
    BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT
    900 JEFFERSON AVE BOX BUILDING A
    5TH FLOOR
    REDWOOD CITY,CA94063     		N/A PC BUILDING PATHS TO COLLEGE AND CAREER SUCCESS 10,000
    CALIFORNIA CLUBHOUSE INC
    210 INDUSTRIAL RD SUITE 102
    SAN CARLOS,CA94070     		N/A PC GENERAL OPERATING SUPPORT 10,000
    CANDID
    360 22ND STREET SUITE 500
    OAKLAND,CA94612     		N/A PC GENERAL SUPPORT FOR THE SAN FRANCISCO OFFICE 3,000
    CASA OF SAN MATEO COUNTY
    SOBRATO CENTER FOR NONPROFITS 330
    TWIN DOLPHIN DRIVE SUITE 139
    REDWOOD CITY,CA94065     		N/A PC GENERAL OPERATING SUPPORT FOR CASA OF SAN MATEO COUNTY 10,000
    CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN FRANCISCO
    1555 39TH AVENUE
    SAN FRANCISCO,CA94122     		N/A PC CATHOLIC CHARITIES ADULT DAY SERVICES SAN MATEO COUNTY (ADS SMC) 7,500
    CATHOLIC WORKER HOSPITALITY HOUSE
    672 2ND AVE
    SAN BRUNO,CA94066     		N/A PC GENERAL SUPPORT 15,000
    THE CENTERS FOR EQUITY AND SUCCESS INC
    1449 WEBSTER STREET
    SAN FRANCISCO,CA94115     		N/A PC INSIDE/OUT 10,000
    CHILDREN'S HEALTH COUNCIL INC
    650 CLARK WAY
    PALO ALTO,CA94304     		N/A PC GENERAL SUPPORT - RAVENSWOOD 5,000
    CHRISTIAN ACTION LIFE LINE
    139 PRIMROSE ROAD
    BURLINGAME,CA94010     		N/A PC GENERAL SUPPORT - PANTRY OPERATIONS 10,000
    CITY OF REDWOOD CITY
    2600 MIDDLEFIELD ROAD
    REDWOOD CITY,CA94063     		N/A PC COVID-19 EMERGENCY RESPONSE FOR FAIR OAKS COMMUNITY CENTER 10,000
    COASTSIDE CHILD DEVELOPMENT CENTER
    PO BOX 84
    HALF MOON BAY,CA94019     		N/A PC SUPPORT FOR EARLY CHILDHOOD EDUCATION AND EARLY INTERVENTION SERVICES 10,000
    COASTSIDE CHILDREN'S PROGRAMS
    225 CABRILLO HWY S 208D
    HALF MOON BAY,CA94019     		N/A PC GENERAL SUPPORT 10,000
    COASTSIDE HOPE
    PO BOX 1089
    EL GRANADA,CA94018     		N/A PC COVID-19 EMERGENCY RESPONSE, CRITICAL FAMILY NEEDS SAFETY NET 30,000
    COMMUNITY EQUITY COLLABORATIVE
    PO BOX 7062
    MENLO PARK,CA94026     		N/A PC GENERAL SUPPORT FOR COLLABORATIONS TO SUPPORT BAY AREA CHILD CARE PROVIDERS & EDUCATORS 5,000
    COMMUNITY INITIATIVESHPBA
    1000 BROADWAY SUITE 480
    OAKLAND,CA94607     		N/A PC GENERAL SUPPORT FOR HARMONY PROJECT BAY AREA 7,500
    COMMUNITY SCHOOL OF MUSIC AND ARTS
    230 SAN ANTONIO CIRCLE
    MOUNTAIN VIEW,CA94040     		N/A PC ART4SCHOOLS & MUSIC4SCHOOLS IN SAN MATEO COUNTY 5,000
    CONGREGATIONAL CHURCH OF SAN MATEO
    225 TILTON AVE
    SAN MATEO,CA94401     		N/A PC COVID-19 NEIGHBORHOOD ASSISTANCE FUND 15,000
    CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE
    2211 PALM AVE
    SAN MATEO,CA94403     		N/A PC GENERAL SUPPORT 15,000
    CURIODYSSEY
    1651 COYOTE POINT DRIVE
    SAN MATEO,CA94401     		N/A PC THE CAMPAIGN FOR CURIODYSSEY 100,000
    DALY CITY PENINSULA PARTNERSHIP COLLABORATIVE
    725 PRICE STREET
    DALY CITY,CA94014     		N/A PC COVID-19 EMERGENCY RESPONSE 15,000
    EACH GREEN CORNER
    PO BOX 764
    SAN CARLOS,CA94070     		N/A PC GENERAL SUPPORT 10,000
    EAST PALO ALTO KIDS FOUNDATION
    PO BOX 50542
    PALO ALTO,CA94303     		N/A PC GENERAL SUPPORT FOR EDUCATOR MICRO GRANTS 10,000
    EASTSIDE COLLEGE PREPARATORY SCHOOL
    1041 MYRTLE STREET
    EAST PALO ALTO,CA94303     		N/A PC GENERAL OPERATING SUPPORT 10,000
    EL CENTRO DE LIBERTADTHE FREEDOM CENTER
    500 ALLERTON ST 2ND FLR
    REDWOOD CITY,CA94063     		N/A PC COASTSIDE PREVENTION EDUCATION & EARLY INTERVENTION 15,000
    FOUNDATION FOR A COLLEGE EDUCATION
    PO BOX 50518
    EAST PALO ALTO,CA94303     		N/A PC GENERAL OPERATING SUPPORT 10,000
    FRIENDS FOR YOUTH INC
    1741 BROADWAY STREET FIRST FLOOR
    REDWOOD CITY,CA94063     		N/A PC YOUTH DEVELOPMENT MENTORING AND EDUCATION 7,500
    FRIENDS OF HUDDART & WUNDERLICH PARKS
    PO BOX 620767
    WOODSIDE,CA94062     		N/A PC HUDDART PARK NATURE HIKES AND PARKS RX OUTINGS: INCREASING ACCESS TO NATURE FOR LOW-INCOME YOUTH IN SAN MATEO COUNTY 10,000
    GENERATIONS UNITED INC
    PO BOX 5131
    REDWOOD CITY,CA94063     		N/A PC GENERAL SUPPORT 10,000
    GIRLS TO WOMEN
    PO BOX 50368
    EAST PALO ALTO,CA94303     		N/A PC COVID-19 EDITION, GENERAL SUPPORT 10,000
    HEALTH CONNECTED
    763 GREEN STREET
    EAST PALO ALTO,CA94303     		N/A PC GENERAL SUPPORT 5,000
    HEALTHY CITIES TUTORING INC
    PO BOX 653
    SAN CARLOS,CA94070     		N/A PC HEALTHY CITIES TUTORING PROGRAM EXPANSION - REDWOOD CITY SCHOOLS 7,500
    HILLCREST CHAPLAINCY & MINISTRIES
    222 PAUL SCANNELL DRIVE
    SAN MATEO,CA94402     		N/A PC PROGRAM AREA: COMMUNITY REHABILITATION, CHILDREN AND YOUTH, CHURCHES, ECUMENICAL (CHRISTIAN), SOCIAL SERVICE OUTREACH, RELIGIOUS EDUCATION 5,000
    HOME AND HOPE
    1720 EL CAMINO REAL 7
    BURLINGAME,CA94010     		N/A PC GENERAL SUPPORT 10,000
    HOMEWORK CENTRAL
    PO BOX 6687
    SAN MATEO,CA94403     		N/A PC GENERAL SUPPORT 10,000
    HOPE SERVICES
    30 LAS COLINAS LANE
    SAN JOSE,CA95119     		N/A PC JOB DEVELOPMENT SERVICES 7,500
    HUMAN INVESTMENT PROJECT
    800 SOUTH CLAREMONT STREET SUITE
    210
    SAN MATEO,CA94402     		N/A PC HIP HOUSING REQUEST FOR GENERAL SUPPORT 15,000
    IEP COLLABORATIVE INC
    704 ALMOND AVENUE
    SOUTH SAN FRANCISCO,CA94080     		N/A PC FREE SPECIAL EDUCATION LEGAL SERVICES FOR STUDENTS WITH DISABILITIES IN SAN MATEO COUNTY DURING COVID-19-RELATED SCHOOL CLOSURES (GENERAL OPERATING SUPPORT) 10,000
    IMMIGRATION INSTITUTE OF THE BAY AREA (IIBA)
    1111 MARKET STREET FOURTH FLOOR
    SAN FRANCISCO,CA94103     		N/A PC IMMIGRATION LEGAL SERVICES FOR SAN MATEO COUNTY 10,000
    INTERSECTION FOR THE ARTS
    1448 MARKET STREET
    SAN FRANCISCO,CA94102     		N/A PC THE BEAT WITHIN - WRITING AND CONVERSATION WORKSHOPS IN SAN MATEO COUNTY AT THE YOUTH SERVICE CENTER 7,500
    JASPER RIDGE FARM
    2995 WOODSIDE ROAD 620924
    WOODSIDE,CA94062     		N/A PC GENERAL SUPPORT TO HELP US WEATHER THE COVID-19 STORM AND CONTINUE TO SERVE OUR CLIENTS 10,000
    JEWISH COMMUNITY RELATIONS COUNCIL
    131 STEUART STREET SUITE 205
    SAN FRANCISCO,CA94105     		N/A PC OPENING BOOKS, OPENING MINDS, OPENING DOORS PROGRAM 5,000
    JOBTRAIN INC
    1200 O BRIEN DRIVE
    MENLO PARK,CA94022     		N/A PC GENERAL SUPPORT TO PROVIDE CAREER TRAINING, SKILLS UPGRADES AND THE SUPPORTIVE SERVICES TO EMPOWER INDIVIDUALS TO TRANSITION FROM POVERTY TO SUSTAINABLE CAREERS. 7,500
    JOSE VALDES MATH FOUNDATION
    PO BOX 26484
    SAN JOSE,CA95159     		N/A PC GENERAL SUPPORT 7,500
    KARA
    457 KINGSLEY AVENUE
    PALO ALTO,CA94301     		N/A PC GENERAL SUPPORT 10,000
    LA RAZA CENTRO LEGAL - SAN FRANCISCO
    474 VALENCIA STREET SUITE 295
    SAN FRANCISCO,CA94103     		N/A PC GENERAL SUPPORT 10,000
    LATINO COMMISSION ON DRUG AND ALCOHOL ABUSE SERVICES OF SAN MATEO COUNTY
    1001 SNEATH LANE STE 307
    SAN BRUNO,CA94066     		N/A PC ENTRE FAMILIA OUTPATIENT SERVICES FOR PEOPLE LIVING IN RECOVERY 10,000
    LEAP ARTS IN EDUCATION
    PO BOX 427005
    SAN FRANCISCO,CA94142     		N/A PC GENERAL SUPPORT 7,500
    LEGAL AID SOCIETY OF SAN MATEO COUNTY
    330 TWIN DOLPHIN DRIVE SUITE 123
    REDWOOD CITY,CA94065     		N/A PC TO SUPPORT THE SAN MATEO COUNTY IMMIGRANT RELIEF FUND 25,000
    LIVE IN PEACE
    321 BELL ST
    E PALO ALTO,CA94303     		N/A PC LIVE IN PEACES GAP-YEAR PROJECT 5,000
    MANNAKIN THEATER & DANCE
    PO BOX 881822
    SAN FRANCISCO,CA94188     		N/A PC GENERAL SUPPORT 7,500
    MARINE SCIENCE INSTITUTE
    500 DISCOVERY PARKWAY
    REDWOOD CITY,CA94063     		N/A PC GENERAL OPERATING SUPPORT 5,000
    MID-PENINSULA BOYS & GIRLS CLUB INC
    200 NORTH QUEBEC STREET
    SAN MATEO,CA94401     		N/A PC ACADEMIC SUCCESS PROGRAMS: STUDY HALL AND SUMMER BRAIN GRAIN 10,000
    MULTICULTURAL INSTITUTE
    1920 SEVENTH ST
    BERKELEY,CA94710     		N/A PC LIFE SKILLS/DAY LABORER PROGRAM 7,500
    NAMI SAN MATEO COUNTY
    1730 SO AMPHLETT BLVD SUITE 308
    SAN MATEO,CA94402     		N/A PC GENERAL SUPPORT 10,000
    NATIONAL COALITION OF 100 BLACK WOMEN INC SAN FRANCISCO CHAPTER
    210 POST STREET 714
    SAN FRANCISCO,CA94108     		N/A PC NCBW-SF GROUP MENTORING PROGRAM 5,000
    NORMA GIST PEOPLES' FREE CHILD DEVELOPMENT PROGRAM INC
    713 SECOND AVE
    SAN MATEO,CA94404     		N/A PC GENERAL SUPPORT TO RECRUIT AND RETAIN HIGH QUALITY STAFF IMPROVE TEACHER RESOURCES 10,000
    OMBUDSMAN SERVICES OF SAN MATEO COUNTY INC
    711 NEVADA ST
    REDWOOD CITY,CA94061     		N/A PC GENERAL SUPPORT 5,000
    ONE LIFE COUNSELING CENTER
    1303 SAN CARLOS AVE
    SAN CARLOS,CA94070     		N/A PC URGENT MENTAL HEALTH AND BASIC NEEDS DUE TO COVID-19 10,000
    THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC
    PO BOX 368
    BRONXVILLE,NY10708     		N/A PC GENERAL SUPPORT FOR ONE LOVE FOUNDATIONS RELATIONSHIP HEALTH EDUCATION PROGRAMS IN SAN MATEO COUNTY 10,000
    PACIFICA RESOURCE CENTER
    1809 PALMETTO AVENUE
    PACIFICA,CA94044     		N/A PC COVID-19 EMERGENCY RESPONSE 10,000
    PACIFICA SCHOOL VOLUNTEERS
    375 REINA DEL MAR
    PACIFICA,CA94044     		N/A PC PACIFICA SCHOOL VOLUNTEERS LITERACY CHAMPIONS PROGRAM 10,000
    PARTNERS AND ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS
    800 AIRPORT BLVD SUITE 320
    BURLINGAME,CA94010     		N/A PC REACH PROGRAM 9,000
    PENINSULA COLLEGE FUND
    526 VALLEY WAY
    MILPITAS,CA95035     		N/A PC GENERAL SUPPORT (COMMUNITY: BASIC NEEDS) 7,500
    PENINSULA CONFLICT RESOLUTION CENTER
    1670 SOUTH AMPHLETT BLVD SUITE 115
    SAN MATEO,CA94402     		N/A PC GENERAL SUPPORT 7,500
    PENINSULA FAMILY CONNECTIONS
    1215 OBRIEN DRIVE
    MENLO PARK,CA94025     		N/A PC THRIVING FAMILIES: FAMILY CONNECTIONS PARENT PARTICIPATION EARLY CHILDHOOD EDUCATION PROGRAM 5,000
    PENINSULA FAMILY SERVICE
    24 SECOND AVENUE
    SAN MATEO,CA94401     		N/A PC PENINSULA FAMILY SERVICE GENERAL SUPPORT 10,000
    PIE RANCH
    PO BOX 363
    PESCADERO,CA94060     		N/A PC GENERAL SUPPORT 15,000
    PUENTE DE LA COSTA SUR
    PO BOX 554
    PESCADERO,CA94060     		N/A PC COVID-19 EMERGENCY RESPONSE, GENERAL SUPPORT 45,000
    RAVENSWOOD EDUCATION FOUNDATION
    PO BOX 396
    MENLO PARK,CA94026     		N/A PC GENERAL SUPPORT, WITH SPECIFIC MENTAL HEALTH INITIATIVE FOCUS 10,000
    REDWOOD CITY FRIENDS OF LITERACY
    1044 MIDDLEFIELD RD
    REDWOOD CITY,CA94063     		N/A PC COVID-19 YOUTH LITERACY & ENRICHMENT SERVICES 10,000
    REDWOOD CITY POLICE ACTIVITIES LEAGUE
    3399 BAY ROAD
    REDWOOD CITY,CA94063     		N/A PC ACTIVITY BASED CLUB AND COMMUNITY CARE PROGRAM 10,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA
    2801 SECOND STREET
    DAVIS,CA95618     		N/A PC ELKUS RANCH EDUCATIONAL PROGRAM SUPPORT 5,000
    RENAISSANCE ENTREPRENEURSHIP CENTER
    275 FIFTH STREET
    SAN FRANCISCO,CA94103     		N/A PC IGNITING THE POWER OF ENTREPRENEURSHIP TO BUILD ECONOMICALLY VIBRANT FAMILIES AND COMMUNITIES IN SAN MATEO COUNTY 5,000
    ROSALIE RENDU INC
    2345 PULGAS AVENUE
    EAST PALO ALTO,CA94303     		N/A PC ADJUSTING TO FUTURE INSTRUCTIONAL NEEDS 9,000
    SAMARITAN HOUSE
    4031 PACIFIC BOULEVARD
    SAN MATEO,CA94403     		N/A PC COVID-19 EMERGENCY RESPONSE, SAMARITAN HOUSE GENERAL SUPPORT 40,000
    SAN MATEO COUNTY COMMUNITY COLLEGES FOUNDATION
    3401 CSM DRIVE
    SAN MATEO,CA94402     		N/A PC SMCCC FOUNDATION SCHOLARSHIPS 18,000
    SAN MATEO COUNTY HEALTH FOUNDATION
    222 WEST 39TH AVENUE
    SAN MATEO,CA94403     		N/A PC CORE MISSION SUPPORT 10,000
    SANCHEZ ART CENTER
    1220-B LINDA MAR BOULEVARD
    PACIFICA,CA94044     		N/A PC SANCHEZ GOES TO SCHOOL 7,500
    SCIENCE FROM SCIENTISTS INC
    533 AIRPORT BLVD SUITE 135
    BURLINGAME,CA94403     		N/A PC DURING-SCHOOL STEM ENRICHMENT FOR STEM WORKFORCE DEVELOPMENT - SAN MATEO COUNTY PUBLIC SCHOOLS, ACADEMIC YEAR 2021 7,500
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVE
    SAN JOSE,CA95125     		N/A PC ALLEVIATING HUNGER IN SAN MATEO COUNTY (GENERAL SUPPORT) 10,000
    SENIOR COASTSIDERS
    925 MAIN STREET
    HALF MOON BAY,CA94019     		N/A PC KEEPING SENIORS SAFE AT HOME: HOME MAINTENANCE AND ACCESSIBILITY PROGRAM 15,000
    SERVICE LEAGUE OF SAN MATEO COUNTY
    727 MIDDLEFIELD ROAD
    REDWOOD CITY,CA94063     		N/A PC GENERAL OPERATIONS SUPPORT 10,000
    SILICON VALLEY URBAN DEBATE LEAGUE
    502 VALLEY WAY
    MILPITAS,CA95035     		N/A PC GENERAL SUPPORT 10,000
    SOCIAL GOOD FUND
    PO BOX 5473
    RICHMOND,CA94805     		N/A PC GENERAL SUPPORT FOR WANDA - BUILDING LOW INCOME SINGLE MOTHERS SOCIOECONOMIC RESILIENCE THROUGH COVID-19. 7,500
    THE SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO COUNTY
    50 NORTH B STREET
    SAN MATEO,CA94401     		N/A PC PENINSULA FAMILY RESOURCE CENTER 7,500
    SONRISAS DENTAL HEALTH INC
    430 N EL CAMINO REAL
    SAN MATEO,CA94401     		N/A PC ACCESS TO CARE PROGRAM (AGING POPULATIONS FOCUS) 10,000
    SOUTH COUNTY COMMUNITY HEALTH CENTER INC (RAVENSWOOD FAMILY HEALTH NETWORK)
    1885 BAY ROAD
    EAST PALO ALTO,CA94303     		N/A PC GENERAL SUPPORT FOR RAVENSWOOD FAMILY HEALTH CENTERCOVID-19 RESPONSE 15,000
    STARVISTA
    610 ELM STREET SUITE 212
    SAN CARLOS,CA94070     		N/A PC GENERAL SUPPORT FOR COVID-19 RESPONSE 10,000
    TAHIRIH JUSTICE CENTER
    881 SNEATH LANE SUITE 115
    SAN BRUNO,CA94066     		N/A PC GENERAL SUPPORT FOR TAHIRIH JUSTICE CENTER 7,500
    TEEN SUCCESS INC
    508 VALLEY WAY
    MILPITAS,CA95035     		N/A PC REDWOOD CITY/EAST PALO ALTO TEEN SUCCESS PROGRAM 7,500
    UNITED METHODIST CHURCH OF BURLINGAME
    1443 HOWARD AVENUE
    BURLINGAME,CA94010     		N/A PC YOUTH PROGRAMS - GEORGE H. ATKINSON MEMORIAL RECURRING GIFT 5,000
    UPWARD SCHOLARS
    855 JEFFERSON AVE BOX 506
    REDWOOD CITY,CA94064     		N/A PC ADULT IMMIGRANT SUPPORT FOR SAN MATEO COMMUNITY COLLEGE STUDENTS IN THE TIME OF COVID (GENERAL SUPPORT) 10,000
    VIDA VERDE NATURE EDUCATION
    3540 LA HONDA ROAD
    SAN GREGORIO,CA94074     		N/A PC MULTI-DAY ENVIRONMENTAL EDUCATION EXPERIENCES FOR UNDERSERVED STUDENTS FROM SAN MATEO COUNTY 7,500
    WINGS LEARNING CENTER INC
    1201 MAIN STREET
    REDWOOD CITY,CA94063     		N/A PC ACQUIRING TECHNOLOGY FOR IMPROVED DISTANCE LEARNING 10,000
    YMCA OF SAN FRANCISCO
    50 CALIFORNIA STREET SUITE 650
    SAN FRANCISCO,CA94111     		N/A PC GENERAL SUPPORT FOR CLINIC COUNSELING SERVICES, COVID-19 EMERGENCY RESPONSE 20,000
    YOUTH COMMUNITY SERVICE
    PO BOX 61000
    PALO ALTO,CA94306     		N/A PC EDUCATIONAL INTERVENTION PROGRAM 10,000
    Total .................................bullet 3a 1,231,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		         
    4 Dividends and interest from securities....     14 404,200  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,049,511  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSETTLEMENT PAYMENTS     		        47
    bOTHER INCOME         108
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,453,711 155
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,453,866
    (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.)
    11A SETTLEMENT PAYMENTS
    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

    TY 2020 AccountingFeesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,000 0   18,000

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISHARES CORE US 430,803 430,803
    ISHARES IBOXX INVT GRADE 399,886 399,886
    ISHARES TIPS BOND ETF 306,998 306,998
    ISHARES TR IS 1 5 YR IN 642,455 642,455
    DODGE COX INCOME - DODIX 3,247,014 3,247,014

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AGILENT TECHNOLOGIES 268,380 268,380
    ALPHABET INC. 517,029 517,029
    BANK OF AMERICA CORP 336,744 336,744
    BERKSHIRE HATHAWAY 553,010 553,010
    BLACKROCK INC 357,884 357,884
    BOOKING HOLDINGS INC 485,545 485,545
    CARMAX INC 257,876 257,876
    CHARLES SCHWAB CORP 406,552 406,552
    CITIGROUP INC 258,664 258,664
    FACEBOOK INC 588,660 588,660
    FISERV INC 347,842 347,842
    FOX CORP 197,870 197,870
    LOWES COS INC 545,734 545,734
    MASTERCARD INC 389,065 389,065
    MEDTRONIC PLC 309,250 309,250
    MICROSOFT CORP 364,769 364,769
    ROSS STORES INC 235,795 235,795
    ULTA BEAUTY INC. 483,865 483,865
    VARIAN MEDICAL SYSTM 407,773 407,773
    VISA INC 476,831 476,831
    WALT DISNEY CO 701,167 701,167
    WELLS FARGO & CO 471,713 471,713
    WW GRAINGER INC 281,755 281,755
    ZEBRA TECHNOLOGIES 215,225 215,225
    ALNYLAM PHARMACEUTICALS INC - ALNY 51,988 51,988
    ALPHABET LNC CL C - GOOG 332,857 332,857
    AMERICAN EXPRESS CO - AXP 145,092 145,092
    APACHE CORP - APA 46,118 46,118
    BAKER HUGHES COMPANY - BKR 120,930 120,930
    BANK OF AMERICA CORP - BAC 275,821 275,821
    BANK OF NEW YORK MELLON CORP - BK 199,468 199,468
    BIOMARIN PHARMACEUTICAL INC - BMRN 65,767 65,767
    BOOKING HOLDINGS INC - BKNG 167,045 167,045
    BRIGHTHOUSE FINL INC - BHF 29,290 29,290
    BRISTOL MYERS SQUIBB CO - BMY 136,466 136,466
    CAPITAL ONE FINANCIAL CORP - COF 405,285 405,285
    CARRIER GLOBAL CORPORATION COM - CARR 116,932 116,932
    CELANESE CORP SER A - CE 103,952 103,952
    CHARTER COMMUNICATIONS INC NEW - CHTR 264,620 264,620
    CIGNA CORP - CL 270,634 270,634
    CISCO SYSTEMS INC - CSCO 147,675 147,675
    COGNIZANT TECH SOLUTIONS CL A - CTSH 147,510 147,510
    COMCAST CORP CLASS A - CMCSA 330,120 330,120
    CONCHO RES INC - CXO 81,690 81,690
    CVS HEALTH CORP - CVS 81,960 81,960
    DELL TECHNOLOGIES C - DELL 230,863 230,863
    DISH NETWORK CORP CL A - DISH 71,148 71,148
    FACEBOOK INC CLASS A - B 95,606 95,606
    FED EX CORP - FOX 324,525 324,525
    FISERV INC - FISV 65,470 65,470
    FOX CORP CLASS AW I - FOXA 93,184 93,184
    FOX CORP CLASS B - FOX 34,656 34,656
    GILEAD SCIENCES INC - GILD 84,477 84,477
    GOLDMAN SACHS GROUP INC - GS 210,968 210,968
    HALLIBURTON CO - HAL 49,140 49,140
    HESS CORP - HES 73,906 73,906
    HEWLETT PACKARD ENTERPRIS CO - HPE 148,125 148,125
    HP INC - HPQ 302,457 302,457
    INCYTE CORP COM - INCY 26,094 26,094
    J P MORGAN CHASE CO - JPM 127,070 127,070
    JUNIPER NETWORKS INC - JNPR 76,534 76,534
    LINCOLN NATIONAL CORP - NC 30,186 30,186
    METLIFE INC - MET 239,445 239,445
    MICROCHIP TECHNOLOGY INC - MCHP 186,448 186,448
    MICROSOFT CORP - MSFT 261,343 261,343
    MOLSON COORS BEVERAGE COMPANY - TAP 99,418 99,418
    NATIONAL OILWELL VARCO INC - NOV 5,492 5,492
    NEWS CORP NEW CL AW - NWSA 21,564 21,564
    OCCIDENTAL PETROLEUM CORPORATION - OXY 143,673 143,673
    OTIS WORLDWIDE CORP - OTIS 6,755 6,755
    QURATE RETAIL INC SERIES A - QRTEA 47,445 47,445
    RAYTHEON TECHNOLOGIES CORP COM - RTX 100,114 100,114
    SCHWAB CHARLES CORP - SCHW 381,888 381,888
    STATE SIR CORP - STT 127,365 127,365
    T MOBILE US INC - MUS 40,455 40,455
    THE GAP INC - GPS 46,437 46,437
    TRUIST FINANCIAL CORP - TFC 95,860 95,860
    UNITEDHEALTH GROUP INC - UNH 157,806 157,806
    VMWARE INC CL A - VMW 66,623 66,623
    WELLS FARGO CO - WFC 356,124 356,124
    WILLIAMS COS INC - WMB 80,200 80,200
    AEGON NV ADR - AEG 35,313 35,313
    ASTRAZENECA P L C SPSD ADR - AZN 17,496 17,496
    GLAXO SMITHKLINE P L C ADR - GSK 202,400 202,400
    JOHNSON CTLS INTL PIE - JCI 293,517 293,517
    LYONDELLBASELL LNDU CL A - LYB 59,579 59,579
    MEDTRONIC PIE - MDT 76,141 76,141
    MICRO FOCUS INTL SPN ADR - MFGP 15,348 15,348
    NOVARTIS AG ADR - NVS 174,696 174,696
    ROCHE HOLDINGS LTD SPON ADR RHHBY 87,680 87,680
    SANOFI ADR - SNY 194,360 194,360
    SCHLUMBERGER LTD - SLB 91,686 91,686
    TE CONNECTIVITY LTD - TEL 196,739 196,739
    OCCIDENTAL PETROLEUM CORP 7,062 7,062

    TY 2020 LegalFeesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 207 0   207


    TY 2020 OtherAssetsSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER RECEIVABLE 4,233 1,544 1,544


    TY 2020 OtherExpensesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIPS/SUBSCRIPTIONS 1,765 0   1,765
    BANK FEES 140 0   0
    INSURANCE 1,362 0   1,315
    FILING FEES 180 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SETTLEMENT PAYMENTS 47   47
    OTHER INCOME 108   108


    TY 2020 OtherIncreasesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Amount
    UNREALIZED GAINS (LOSSES) ON INVESTMENTS 1,212,745


    TY 2020 OtherLiabilitiesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX PAYABLE 77,367 95,324


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 120,587 120,587   0
    FOUNDATION MANAGEMENT FEES 205,000 0   205,000


    TY 2020 TaxesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 32,150 0   0
    FOREIGN TAX 5,610 5,610   0