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

94-3148482
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$283,562,212J 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      
4 Dividends and interest from securities... 3,737,469 3,737,469  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,496,344
b Gross sales price for all assets on line 6a 118,036,008
7 Capital gain net income (from Part IV, line 2)... 12,282,949
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 -341,244  
12 Total. Add lines 1 through 11........ 15,233,813 15,679,174  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000 12,000   68,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 56,025 28,013   28,012
c Other professional fees (attach schedule).... Click to see attachment 2,540,679 2,174,149   366,530
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 794,724 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 52,310 7,846   19,796
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 16 2   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,523,754 2,222,010   482,338
25 Contributions, gifts, grants paid....... 15,516,500 48,606,334
26 Total expenses and disbursements. Add lines 24 and 25 19,040,254 2,222,010   49,088,672
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,806,441
b Net investment income (if negative, enter -0-) 13,457,164
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............. 4,968 4,972 4,972
2 Savings and temporary cash investments......... 5,953,464 5,293,515 5,293,515
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.......... 28,878    
10a Investments—U.S. and state government obligations (attach schedule) 19,096,755 Click to see attachment18,298,385 18,298,385
b Investments—corporate stock (attach schedule)....... 125,800,822 Click to see attachment115,103,939 115,103,939
c Investments—corporate bonds (attach schedule)....... 38,729,256 Click to see attachment42,078,293 42,078,293
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 107,336,200 Click to see attachment102,246,748 102,246,748
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment545,817 Click to see attachment536,360 Click to see attachment536,360
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 297,496,160 283,562,212 283,562,212
Liabilities 17 Accounts payable and accrued expenses.......... 559,052 453,808
18 Grants payable................. 118,000,315 84,557,148
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 attachment1,029,215 Click to see attachment5,297,936
23 Total liabilities (add lines 17 through 22)......... 119,588,582 90,308,892
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........... 177,671,645 193,017,387
25 Net assets with donor restrictions............ 235,933 235,933
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)..... 177,907,578 193,253,320
30 Total liabilities and net assets/fund balances (see instructions). 297,496,160 283,562,212
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
177,907,578
2
Enter amount from Part I, line 27a .....................
2
-3,806,441
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
19,152,183
4
Add lines 1, 2, and 3 ..........................
4
193,253,320
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
193,253,320
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      
b CAPITAL GAINS P 2020-01-01 2020-12-31
c PASSTHROUGH CAPITAL GAIN P 2020-01-01 2020-12-31
d PASSTHROUGH CAPITAL GAIN P 2020-01-01 2020-12-31
e PASSTHROUGH CAPITAL GAIN P 2020-01-01 2020-12-31
GS GLOBAL TACTICAL TRADING FUND P 2020-01-01 2020-12-31
(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 113,209,222   102,864,552 10,344,670
b 221,327     221,327
c 36,058     36,058
d 756,848     756,848
e     6,301 -6,301
4,605,459   3,675,112 930,347
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       10,344,670
b       221,327
c       36,058
d       756,848
e       -6,301
      930,347
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 12,282,949
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................................ 1 187,055
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........................... 3 187,055
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- ..... 5 187,055
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 111,304
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 375,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 486,304
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 10 299,249
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet299,249 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WKBOWESJRFOUNDATION.ORG
    14
    The books are in care ofbulletPACIFIC FOUNDATION SERVICES Telephone no.bullet (415) 561-6540

    Located atbullet1660 BUSH STREET STE 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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........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). Click to see attachment
    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
    UTE BOWES PRESIDENT
    1.00     		0 0 0
    1660 BUSH ST STE 300
    SAN FRANCISCO,CA94109
    CHRIS PERKINS VP, SECRETARY-TREASURER, CFO
    3.00     		80,000 0 0
    1660 BUSH ST STE 300
    SAN FRANCISCO,CA94109
    DOUGLAS TINKER VP, AUDIT CHAIR
    2.00     		0 0 0
    1660 BUSH ST STE 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
    MORGAN STANLEY INVESTMENT MANAGEMENT 2,109,467
    555 CALIFORNIA STREET 14TH FLOOR
    SAN FRANCISCO,CA94104
    PACIFIC FOUNDATION SERVICE FOUNDATION MANAGEMENT 431,232
    1660 BUSH ST STE 300
    SAN FRANCISCO,CA94109
    HOOD & STRONG LLP ACCOUNTING 56,025
    275 BATTERY STREET STE 900
    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
    178,141,759
    b
    Average of monthly cash balances.......................
    1b
    7,933,978
    c
    Fair market value of all other assets (see instructions)................
    1c
    102,783,108
    d
    Total (add lines 1a, b, and c).........................
    1d
    288,858,845
    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
    288,858,845
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,332,883
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    284,525,962
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,226,298
    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
    14,226,298
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    187,055
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    187,055
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    14,039,243
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    14,039,243
    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
    14,039,243
    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
    49,088,672
    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
    49,088,672
    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
    49,088,672
    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 14,039,243
    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...... 36,300,900
    b From 2016...... 55,651,779
    c From 2017...... 53,331,810
    d From 2018...... 48,705,924
    e From 2019...... 42,727,752
    fTotal of lines 3a through e........ 236,718,165
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 49,088,672
    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..... 14,039,243
    e Remaining amount distributed out of corpus 35,049,429
    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 5 271,767,594
    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) ...     		36,300,900
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		235,466,694
    10 Analysis of line 9:
    a Excess from 2016.... 55,651,779
    b Excess from 2017.... 53,331,810
    c Excess from 2018.... 48,705,924
    d Excess from 2019.... 42,727,752
    e Excess from 2020.... 35,049,429
    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).)
    UTE BOWES
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC
    PO BOX 29405
    SAN FRANCISCO,CA94129     		N/A PC STANFORD UNIVERSITY SCHOLAR 20,000
    THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
    7900 EDGEWATER DRIVE
    OAKLAND,CA94621     		N/A PC EMERGENCY RESPONSE GRANT 25,000
    ALLIANCE FOR SCHOOL CHOICE INC
    1020 19TH STREET NW SUITE 675
    WASHINGTON,DC20036     		N/A PC GENERAL SUPPORT 250,000
    ALS THERAPY DEVELOPMENT FOUNDATION
    300 TECHNOLOGY SQUARE SUITE 400
    CAMBRIDGE,MA02139     		N/A PC AT-1501 AND PMP STUDIES 250,000
    ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO
    200 LARKIN STREET
    SAN FRANCISCO,CA94102     		N/A PC THE WILLIAM K. BOWES, JR. FOUNDATION FUND FOR EDUCATION AND RESEARCH, ANNUAL FUND 350,000
    BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
    ARRILLAGA ALUMNI CENTER 326 GALVEZ
    STREET
    STANFORD,CA94305     		N/A PC WILLIAM K. BOWES, JR. FOUNDATION: STANFORD BIO-X BOWES FELLOWS, HOOVER HOUSE CIRCLE 2020-21, UTE AND WILLIAM BOWES, JR. LIBRARY AND THE DEPARTMENT OF ART AND ART HISTORY IN THE SCHOOL OF HUMANITIES AND SCIENCES 2,150,000
    BOLINAS MUSEUM
    PO BOX 450
    BOLINAS,CA94924     		N/A PC GENERAL OPERATING SUPPORT 5,000
    BOYS & GIRLS CLUBS OF SAN FRANCISCO
    380 FULTON STREET
    SAN FRANCISCO,CA94102     		N/A PC DISTRICT 10 EDUCATION PROGRAMS 100,000
    CALIFORNIA ACADEMY OF SCIENCES
    55 MUSIC CONCOURSE DRIVE GOLDEN
    GATE PARK
    SAN FRANCISCO,CA94118     		N/A PC CORAL REEF SCIENCE EDUCATION PROGRAM. TRANSITION GRANT. 150,000
    CALIFORNIA INSTITUTE FOR REGENERATIVE MEDICINE
    1999 HARRISON STREET SUITE 1650
    OAKLAND,CA94162     		N/A GOV STEM CELL RESEARCH 2,500,000
    CANARY FUND
    3155 PORTER DRIVE
    PALO ALTO,CA94304     		N/A PC 2019 CANARY CENTER: COMPLETE THE TEAM 1,000,000
    CAREMESSAGE
    PO BOX 7307
    SAN FRANCISCO,CA94104     		N/A PC GENERAL OPERATING SUPPORT, TRANSITION GRANT FOR EMERGING TECHNOLOGIES TEAM 300,000
    CATO INSTITUTE
    1000 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20001     		N/A PC GENERAL OPERATING SUPPORT 50,000
    CLEARITY FOUNDATION
    434 WEST CEDAR STREET SUITE 300
    SAN DIEGO,CA92101     		N/A PC MISSION ACCELERATION CAMPAIGN, IMPROVING TREATMENT OPTIONS FOR OVARIAN CANCER PATIENTS 150,000
    COLLEGE TRACK
    112 LINDEN STREET
    OAKLAND,CA94607     		N/A PC GENERAL OPERATING SUPPORT 100,000
    COLLEGESPRING INC
    1333 BROADWAY SUITE 250
    OAKLAND,CA94612     		N/A PC SCALING SCHOOL-DAY TEST PREP FOR LOW-INCOME STUDENTS. TRANSITION GRANT. 100,000
    CORPORATION OF THE FINE ARTS MUSEUMS
    50 HAGIWARA TEA GARDEN DRIVE
    SAN FRANCISCO,CA94118     		N/A PC GET SMART WITH ART PROGRAM, VARIOUS EXHIBITIONS 225,000
    DAMON RUNYON CANCER RESEARCH FOUNDATION
    55 BROADWAY SUITE 302 ONE EXCHANGE
    PLAZA
    NEW YORK,NY10006     		N/A PC DAMON RUNYON CLINICAL INVESTIGATOR CONTINUATION GRANT 500,000
    THE DRAPER RICHARDS FOUNDATION
    1600 EL CAMINO REAL SUITE 155
    MENLO PARK,CA94025     		N/A PC GENERAL SUPPORT FOR DRK FUND IV 333,333
    EQUALIZE HEALTH
    695 MINNESOTA STREET
    SAN FRANCISCO,CA94107     		N/A PC GENERAL SUPPORT 200,000
    EAST PALO ALTO TENNIS & TUTORING
    PO BOX 60597
    PALO ALTO,CA94306     		N/A PC ACES FOR KIDS (GENERAL SUPPORT) 10,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED
    257 PARK AVENUE SOUTH
    NEW YORK,NY10010     		N/A PC CORPORATE PARTNERSHIPS AND OCEANS PROGRAMS 2,000,000
    EPISCOPAL DIOCESE OF CALIFORNIA
    1055 TAYLOR STREET
    SAN FRANCISCO,CA94108     		N/A PC EXPANDING HORIZONS CAMPAIGN 1,000,000
    THE EPISCOPAL DIOCESE OF CALIFORNIA
    1100 CALIFORNIA STREET
    SAN FRANCISCO,CA94608     		N/A PC ANNUAL FUND FOR GRACE CATHEDRAL 750,000
    THE EXPLORATORIUM
    17 PIER SUITE 100
    SAN FRANCISCO,CA94111     		N/A PC GENERAL OPERATING SUPPORT - TO SUPPORT THE HIGHEST PRIORITIES AND MOST URGENT FINANCIAL NEEDS 2,500,000
    FOGARTY INSTITUTE FOR INNOVATION
    2490 HOSPITAL DRIVE SUITE 310
    MOUNTAIN VIEW,CA94040     		N/A PC GENERAL SUPPORT 200,000
    FOOD BANK OF CONTRA COSTA AND SOLANO
    4010 NELSON AVENUE
    CONCORD,CA94520     		N/A PC EMERGENCY RESPONSE GRANT 25,000
    FOOD SYSTEMS 6 ACCELERATOR INC
    541 JEFFERSON AVENUE SUITE 100
    REDWOOD CITY,CA94063     		N/A PC GENERAL SUPPORT FOR FS6 150,000
    FOODCORPS INC
    1140 SE 7TH AVENUE SUITE 110
    PORTLAND,OR97214     		N/A PC GENERAL SUPPORT 600,000
    HARVARD UNIVERSITY (HARVARD STEM CELL INSTITUTE)
    HARVARD UNIVERSITY 124 MOUNT AUBURN
    STREET
    CAMBRIDGE,MA02139     		N/A PC 2010-2016: BOWES ACCELERATION FUND; 2017-2021: EXPANDING THE SCOPE OF FUNDED PROJECTS 1,000,000
    HOOVER INSTITUTION
    434 GALVEZ MALL DEVELOPMENT OFFICE
    STANFORD,CA94305     		N/A PC GENERAL OPERATING SUPPORT 100,000
    INSTITUTE FOR SYSTEMS BIOLOGY
    401 TERRY AVENUE NORTH
    SEATTLE,WA98109     		N/A PC NEW FACULTY SUPPORT 333,333
    INTERNATIONAL RESCUE COMMITTEE INC
    122 EAST 42ND STREET
    NEW YORK,NY10168     		N/A PC GENERAL SUPPORT 400,000
    J DAVID GLADSTONE INSTITUTES
    1650 OWENS STREET
    SAN FRANCISCO,CA94158     		N/A PC TO BE USED AT THE DISCRETION OF THE PRESIDENT DEEPAK SRIVASTAVA, GENERAL SUPPORT 2,000,000
    JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
    3003 OAK ROAD SUITE 130
    WALNUT CREEK,CA94597     		N/A PC JA'S BAY AREA WORKFORCE AND ECONOMIC EMPOWERMENT PROGRAM 100,000
    KIPP BAY AREA SCHOOLS
    1000 BROADWAY ST SUITE 460
    OAKLAND,CA94607     		N/A PC GROWTH CAMPAIGN 1,000,000
    KQED INC
    2601 MARIPOSA STREET
    SAN FRANCISCO,CA94110     		N/A PC CAMPAIGN 21 1,000,000
    LEARNING ACCELERATOR
    167 HAMILTON AVENUE
    PRINCETON,NJ08540     		N/A PC GENERAL SUPPORT 500,000
    LOWELL ALUMNI ASSOCIATION
    PO BOX 320009
    SAN FRANCISCO,CA94132     		N/A PC GENERAL OPERATING SUPPORT 20,000
    MEALS ON WHEELS OF SAN FRANCISCO INC
    1375 FAIRFAX AVENUE
    SAN FRANCISCO,CA94124     		N/A PC GENERAL OPERATING SUPPORT 10,000
    MONKEY TAIL RANCH
    1993 ORCHARD ROAD
    HOLLISTER,CA95023     		N/A PC GENERAL OPERATING SUPPORT 10,000
    MULTIPLE MYELOMA RESEARCH FOUNDATION INC
    383 MAIN AVENUE FIFTH FLOOR
    NORWALK,CT06851     		N/A PC MMRF IMMUNOTHERAPY INITIATIVE 400,000
    MYELIN REPAIR FOUNDATION
    20111 EDINBURGH DRIVE
    SARATOGA,CA95070     		N/A PC MRF BIOMARKER INITIATIVE 150,000
    THE NEW SCHOOL OF SAN FRANCISCO
    655 DE HARO STREET
    SAN FRANCISCO,CA94107     		N/A PC GENERAL OPERATING SUPPORT 250,000
    ONEGOAL
    PO BOX 734137
    CHICAGO,IL60673     		N/A PC PHASE III STRATEGIC PLAN FOR BAY AREA PROGRAMS 950,000
    OUTWARD BOUND CALIFORNIA
    1539 PERSHING DRIVE SUITE 316
    SAN FRANCISCO,CA94129     		N/A PC COMPREHENSIVE CAPITAL CAMPAIGN AND GENERAL OPERATIONS 600,000
    PARTNERS IN OAKLAND EDUCATION
    2501 CHESTNUT STREET
    OAKLAND,CA94607     		N/A PC SUMMER PROGRAM AT VINCENT ACADEMY 50,000
    PEER HEALTH EXCHANGE INC
    100 WEBSTER STREET SUITE 300
    OAKLAND,CA94607     		N/A PC STRATEGIC PLAN, GENERAL SUPPORT 200,000
    PEERFORWARD
    1140 3RD STREET NE SUITE 320
    WASHINGTON,DC20002     		N/A PC GENERAL SUPPORT 400,000
    PENINSULA BRIDGE PROGRAM
    177 BOVET RD SUITE 120
    SAN MATEO,CA94402     		N/A PC BIG DREAMS CAMPAIGN 100,000
    PRO PUBLICA INC
    155 AVENUE OF THE AMERICAS 13TH
    FLOOR
    NEW YORK,NY10013     		N/A PC INVESTIGATIVE REPORTING BEAT ON CLIMATE CHANGE ADAPTATION 318,000
    QUANTUM LEAP HEALTHCARE COLLABORATIVE
    3450 CALIFORNIA STREET 2ND FLOOR
    SAN FRANCISCO,CA94118     		N/A PC EVOLUTION OF I-SPY 2 TRIAL TO A CONFIRMATORY CLINICAL TRIAL 250,000
    REAL OPTIONS FOR CITY KIDS
    73 LELAND AVENUE
    SAN FRANCISCO,CA94134     		N/A PC GENERAL OPERATING SUPPORT 125,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY
    2120 OXFORD STREET 2250
    BERKELEY,CA94720     		N/A PC UC BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVE (BAMPFA) - SCHOOL FIELD TRIPS PROGRAM 25,000
    SAN DOMENICO SCHOOL
    1500 BUTTERFIELD ROAD
    SAN ANSELMO,CA94960     		N/A PC VIRTUOSO PROGRAM 50,000
    SAN FRANCISCO ACHIEVERS
    PO BOX 416
    SAN FRANCISCO,CA94104     		N/A PC GENERAL OPERATING SUPPORT 85,000
    SAN FRANCISCO BOYS CHORUS
    333 HAYES STREET SUITE 116
    SAN FRANCISCO,CA94102     		N/A PC GENERAL OPERATING SUPPORT 15,000
    SAN FRANCISCO CONSERVATORY OF MUSIC
    50 OAK STREET
    SAN FRANCISCO,CA94102     		N/A PC PURCHASE AND/OR RENOVATION OF PROPERTY FOR A RESIDENCE HALL, CREATE THE BOWES CENTER FOR PERFORMING ARTS, 2021 ANNUAL FUND, 2021 PRESIDENT'S FUND 6,050,000
    SAN FRANCISCO FOOD BANK
    900 PENNSYLVANIA AVENUE
    SAN FRANCISCO,CA94107     		N/A PC EMERGENCY RESPONSE GRANT 25,000
    SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
    PO BOX 410836
    SAN FRANCISCO,CA94141     		N/A PC GENERAL OPERATING SUPPORT 200,000
    SAN FRANCISCO JAZZ ORGANIZATION
    201 FRANKLIN STREET
    SAN FRANCISCO,CA94102     		N/A PC GENERAL OPERATING SUPPORT/ ANNUAL FUND 100,000
    SAN FRANCISCO OPERA ASSOCIATION
    301 VAN NESS AVENUE
    SAN FRANCISCO,CA94102     		N/A PC GENERAL OPERATING SUPPORT 250,000
    SANSUM DIABETES RESEARCH INSTITUTE
    2219 BATH STREET
    SANTA BARBARA,CA93105     		N/A PC GENERAL OPERATING SUPPORT 750,000
    SAVE THE REDWOODS LEAGUE
    111 SUTTER STREET 11TH FLOOR
    SAN FRANCISCO,CA94104     		N/A PC GENERAL OPERATING SUPPORT 10,000
    SCIENCE FRIDAY INITIATIVE INC
    19 WEST 44TH STREET SUITE 412
    NEW YORK,NY10036     		N/A PC GENERAL OPERATING SUPPORT 250,000
    SETI INSTITUTE
    189 N BERNARDO AVENUE SUITE 200
    MOUNTAIN VIEW,CA94043     		N/A PC BIG PICTURE SCIENCE PROGRAM 30,000
    TEACH FOR ALL INC
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		N/A PC ENSENA POR MEXICO AND TEACH FOR ALL: ENSURING ALL CHILDREN CAN FULFILL THEIR POTENTIAL 600,000
    TEACH FOR AMERICA INC
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		N/A PC GENERAL OPERATING SUPPORT FOR TEACH FOR AMERICA NATIONAL AND BAY AREA 1,000,000
    THE TECH INTERACTIVE
    201 SOUTH MARKET STREET
    SAN JOSE,CA95113     		N/A PC AMENDED: GENERAL OPERATING SUPPORT 200,000
    TEN STRANDS
    PO BOX 150869
    SAN RAFAEL,CA94915     		N/A PC PREPARING K12 TEACHERS TO BRING ENVIRONMENTAL LITERACY TO CALIFORNIA'S STUDENTS 50,000
    THESECONDOPINION
    1200 GOUGH STREET SUITE 500
    SAN FRANCISCO,CA94109     		N/A PC GENERAL OPERATING SUPPORT 50,000
    TINKER FAMILY FOUNDATION
    501 SILVERSIDE ROAD SUITE 123
    WILMINGTON,DE19809     		N/A PF GENERAL OPERATING SUPPORT 120,000
    UC BERKELEY FOUNDATION
    1995 UNIVERSITY AVENUE SUITE 401
    BERKELEY,CA94704     		N/A PC FIAT LUX SCHOLARSHIPS, BOWES FACULTY FELLOWS 1,700,000
    UC SANTA BARBARA FOUNDATION
    MC6035 UNIVERSITY OF CALIFORNIA
    SANTA BARBARA,CA93106     		N/A PC THE GARLAND INITIATIVE FOR VISION 1,000,000
    UCSF FOUNDATION
    LOCKBOX 45339 PO BOX 589001-MC3120
    SAN FRANCISCO,CA94145     		N/A PC TO SUPPORT EIGHT PROJECTS/PROGRAMS. 8,733,333
    UNITED ANGLERS OF CASA GRANDE INC
    333 CASA GRANDE ROAD
    PETALUMA,CA94954     		N/A PC HATCHERY EQUIPMENT UPGRADES & EXPANDED CAPACITY FOR FISH RESCUE OPERATIONS 16,667
    THE UNIVERSITY OF TEXAS FOUNDATION INC
    PO BOX 250
    AUSTIN,TX78767     		N/A PC THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER - ALZHEIMER'S RESEARCH (NEURODEGENERATIVE RESEARCH), EMT STEM CELLS RESEARCH 666,667
    VASCULAR CURES
    274 REDWOOD SHORES PARKWAY 717
    REDWOOD CITY,CA94065     		N/A PC GENERAL SUPPORT 300,000
    YOUTH TENNIS ADVANTAGE
    PO BOX 330458
    SAN FRANCISCO,CA94133     		N/A PC GENERAL OPERATING SUPPORT 70,000
    Total .................................bullet 3a 48,606,333
    bApproved for future payment
    BOYS & GIRLS CLUBS OF SAN FRANCISCO
    380 FULTON STREET
    SAN FRANCISCO,CA94102     		N/A PC DISTRICT 10 EDUCATION PROGRAMS 100,000
    CLEARITY FOUNDATION
    434 WEST CEDAR STREET SUITE 300
    SAN DIEGO,CA92101     		N/A PC IMPROVING TREATMENT OPTIONS FOR OVARIAN CANCER PATIENTS 100,000
    COLLEGE TRACK
    112 LINDEN STREET
    OAKLAND,CA94607     		N/A PC GENERAL OPERATING SUPPORT 100,000
    THE DRAPER RICHARDS FOUNDATION
    1600 EL CAMINO REAL SUITE 155
    MENLO PARK,CA94025     		N/A PC GENERAL SUPPORT FOR DRK FUND IV 666,667
    INSTITUTE FOR SYSTEMS BIOLOGY
    401 TERRY AVENUE NORTH
    SEATTLE,WA98109     		N/A PC NEW FACULTY SUPPORT 666,667
    KQED INC
    2601 MARIPOSA STREET
    SAN FRANCISCO,CA94110     		N/A PC GENERAL OPERATING SUPPORT 500,000
    NSSF
    655 DE HARO STREET
    SAN FRANCISCO,CA94107     		N/A PC GENERAL OPERATING SUPPORT 500,000
    OUTWARD BOUND CALIFORNIA
    1539 PERSHING DRIVE SUITE 316
    SAN FRANCISCO,CA94129     		N/A PC GENERAL OPERATING SUPPORT 1,000,000
    PEERFORWARD
    1140 3RD STREET NE SUITE 320
    WASHINGTON,DC20002     		N/A PC GENERAL OPERATING SUPPORT 500,000
    SAN FRANCISCO ACHIEVERS
    PO BOX 416
    SAN FRANCISCO,CA94104     		N/A PC GENERAL OPERATING SUPPORT 85,000
    SANSUM DIABETES RESEARCH INSTITUTE
    2219 BATH STREET
    SANTA BARBARA,CA93105     		N/A PC GENERAL OPERATING SUPPORT 750,000
    UCSF FOUNDATION
    LOCKBOX 45339 PO BOX 589001-MC3120
    SAN FRANCISCO,CA94145     		N/A PC UCSF DISCOVERY FELLOWS 666,667
    YOUTH TENNIS ADVANTAGE
    PO BOX 330458
    SAN FRANCISCO,CA94133     		N/A PC GENERAL OPERATING SUPPORT 140,000
    Total .................................bullet 3b 5,775,001
    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 3,737,469  
    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..... 900099 46,253      
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 296 18 11,449,795  
    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).. 46,549 15,187,264 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,233,813
    (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
    ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INCPO BOX 29405
    SAN FRANCISCO,CA94129     		N/A PC STANFORD UNIVERSITY SCHOLAR 20,000
    THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC7900 EDGEWATER DRIVE
    OAKLAND,CA94621     		N/A PC EMERGENCY RESPONSE GRANT 25,000
    ALLIANCE FOR SCHOOL CHOICE INC1020 19TH STREET NW SUITE 675
    WASHINGTON,DC20036     		N/A PC GENERAL SUPPORT 250,000
    ALS THERAPY DEVELOPMENT FOUNDATION300 TECHNOLOGY SQUARE SUITE 400
    CAMBRIDGE,MA02139     		N/A PC AT-1501 AND PMP STUDIES 250,000
    ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO200 LARKIN STREET
    SAN FRANCISCO,CA94102     		N/A PC THE WILLIAM K. BOWES, JR. FOUNDATION FUND FOR EDUCATION AND RESEARCH, ANNUAL FUND 350,000
    BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITYARRILLAGA ALUMNI CENTER 326 GALVEZ
    STREET
    STANFORD,CA94305     		N/A PC WILLIAM K. BOWES, JR. FOUNDATION: STANFORD BIO-X BOWES FELLOWS, HOOVER HOUSE CIRCLE 2020-21, UTE AND WILLIAM BOWES, JR. LIBRARY AND THE DEPARTMENT OF ART AND ART HISTORY IN THE SCHOOL OF HUMANITIES AND SCIENCES 2,150,000
    BOLINAS MUSEUMPO BOX 450
    BOLINAS,CA94924     		N/A PC GENERAL OPERATING SUPPORT 5,000
    BOYS & GIRLS CLUBS OF SAN FRANCISCO380 FULTON STREET
    SAN FRANCISCO,CA94102     		N/A PC DISTRICT 10 EDUCATION PROGRAMS 100,000
    CALIFORNIA ACADEMY OF SCIENCES55 MUSIC CONCOURSE DRIVE GOLDEN
    GATE PARK
    SAN FRANCISCO,CA94118     		N/A PC CORAL REEF SCIENCE EDUCATION PROGRAM. TRANSITION GRANT. 150,000
    CALIFORNIA INSTITUTE FOR REGENERATIVE MEDICINE1999 HARRISON STREET SUITE 1650
    OAKLAND,CA94162     		N/A GOV STEM CELL RESEARCH 2,500,000
    CANARY FUND3155 PORTER DRIVE
    PALO ALTO,CA94304     		N/A PC 2019 CANARY CENTER: COMPLETE THE TEAM 1,000,000
    CAREMESSAGEPO BOX 7307
    SAN FRANCISCO,CA94104     		N/A PC GENERAL OPERATING SUPPORT, TRANSITION GRANT FOR EMERGING TECHNOLOGIES TEAM 300,000
    CATO INSTITUTE1000 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20001     		N/A PC GENERAL OPERATING SUPPORT 50,000
    CLEARITY FOUNDATION434 WEST CEDAR STREET SUITE 300
    SAN DIEGO,CA92101     		N/A PC MISSION ACCELERATION CAMPAIGN, IMPROVING TREATMENT OPTIONS FOR OVARIAN CANCER PATIENTS 150,000
    COLLEGE TRACK112 LINDEN STREET
    OAKLAND,CA94607     		N/A PC GENERAL OPERATING SUPPORT 100,000
    COLLEGESPRING INC1333 BROADWAY SUITE 250
    OAKLAND,CA94612     		N/A PC SCALING SCHOOL-DAY TEST PREP FOR LOW-INCOME STUDENTS. TRANSITION GRANT. 100,000
    CORPORATION OF THE FINE ARTS MUSEUMS50 HAGIWARA TEA GARDEN DRIVE
    SAN FRANCISCO,CA94118     		N/A PC GET SMART WITH ART PROGRAM, VARIOUS EXHIBITIONS 225,000
    DAMON RUNYON CANCER RESEARCH FOUNDATION55 BROADWAY SUITE 302 ONE EXCHANGE
    PLAZA
    NEW YORK,NY10006     		N/A PC DAMON RUNYON CLINICAL INVESTIGATOR CONTINUATION GRANT 500,000
    THE DRAPER RICHARDS FOUNDATION1600 EL CAMINO REAL SUITE 155
    MENLO PARK,CA94025     		N/A PC GENERAL SUPPORT FOR DRK FUND IV 333,333
    EQUALIZE HEALTH695 MINNESOTA STREET
    SAN FRANCISCO,CA94107     		N/A PC GENERAL SUPPORT 200,000
    EAST PALO ALTO TENNIS & TUTORINGPO BOX 60597
    PALO ALTO,CA94306     		N/A PC ACES FOR KIDS (GENERAL SUPPORT) 10,000
    ENVIRONMENTAL DEFENSE FUND INCORPORATED257 PARK AVENUE SOUTH
    NEW YORK,NY10010     		N/A PC CORPORATE PARTNERSHIPS AND OCEANS PROGRAMS 2,000,000
    EPISCOPAL DIOCESE OF CALIFORNIA1055 TAYLOR STREET
    SAN FRANCISCO,CA94108     		N/A PC EXPANDING HORIZONS CAMPAIGN 1,000,000
    THE EPISCOPAL DIOCESE OF CALIFORNIA1100 CALIFORNIA STREET
    SAN FRANCISCO,CA94608     		N/A PC ANNUAL FUND FOR GRACE CATHEDRAL 750,000
    THE EXPLORATORIUM17 PIER SUITE 100
    SAN FRANCISCO,CA94111     		N/A PC GENERAL OPERATING SUPPORT - TO SUPPORT THE HIGHEST PRIORITIES AND MOST URGENT FINANCIAL NEEDS 2,500,000
    FOGARTY INSTITUTE FOR INNOVATION2490 HOSPITAL DRIVE SUITE 310
    MOUNTAIN VIEW,CA94040     		N/A PC GENERAL SUPPORT 200,000
    FOOD BANK OF CONTRA COSTA AND SOLANO4010 NELSON AVENUE
    CONCORD,CA94520     		N/A PC EMERGENCY RESPONSE GRANT 25,000
    FOOD SYSTEMS 6 ACCELERATOR INC541 JEFFERSON AVENUE SUITE 100
    REDWOOD CITY,CA94063     		N/A PC GENERAL SUPPORT FOR FS6 150,000
    FOODCORPS INC1140 SE 7TH AVENUE SUITE 110
    PORTLAND,OR97214     		N/A PC GENERAL SUPPORT 600,000
    HARVARD UNIVERSITY (HARVARD STEM CELL INSTITUTE)HARVARD UNIVERSITY 124 MOUNT AUBURN
    STREET
    CAMBRIDGE,MA02139     		N/A PC 2010-2016: BOWES ACCELERATION FUND; 2017-2021: EXPANDING THE SCOPE OF FUNDED PROJECTS 1,000,000
    HOOVER INSTITUTION434 GALVEZ MALL DEVELOPMENT OFFICE
    STANFORD,CA94305     		N/A PC GENERAL OPERATING SUPPORT 100,000
    INSTITUTE FOR SYSTEMS BIOLOGY401 TERRY AVENUE NORTH
    SEATTLE,WA98109     		N/A PC NEW FACULTY SUPPORT 333,333
    INTERNATIONAL RESCUE COMMITTEE INC122 EAST 42ND STREET
    NEW YORK,NY10168     		N/A PC GENERAL SUPPORT 400,000
    J DAVID GLADSTONE INSTITUTES1650 OWENS STREET
    SAN FRANCISCO,CA94158     		N/A PC TO BE USED AT THE DISCRETION OF THE PRESIDENT DEEPAK SRIVASTAVA, GENERAL SUPPORT 2,000,000
    JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA3003 OAK ROAD SUITE 130
    WALNUT CREEK,CA94597     		N/A PC JA'S BAY AREA WORKFORCE AND ECONOMIC EMPOWERMENT PROGRAM 100,000
    KIPP BAY AREA SCHOOLS1000 BROADWAY ST SUITE 460
    OAKLAND,CA94607     		N/A PC GROWTH CAMPAIGN 1,000,000
    KQED INC2601 MARIPOSA STREET
    SAN FRANCISCO,CA94110     		N/A PC CAMPAIGN 21 1,000,000
    LEARNING ACCELERATOR167 HAMILTON AVENUE
    PRINCETON,NJ08540     		N/A PC GENERAL SUPPORT 500,000
    LOWELL ALUMNI ASSOCIATIONPO BOX 320009
    SAN FRANCISCO,CA94132     		N/A PC GENERAL OPERATING SUPPORT 20,000
    MEALS ON WHEELS OF SAN FRANCISCO INC1375 FAIRFAX AVENUE
    SAN FRANCISCO,CA94124     		N/A PC GENERAL OPERATING SUPPORT 10,000
    MONKEY TAIL RANCH1993 ORCHARD ROAD
    HOLLISTER,CA95023     		N/A PC GENERAL OPERATING SUPPORT 10,000
    MULTIPLE MYELOMA RESEARCH FOUNDATION INC383 MAIN AVENUE FIFTH FLOOR
    NORWALK,CT06851     		N/A PC MMRF IMMUNOTHERAPY INITIATIVE 400,000
    MYELIN REPAIR FOUNDATION20111 EDINBURGH DRIVE
    SARATOGA,CA95070     		N/A PC MRF BIOMARKER INITIATIVE 150,000
    THE NEW SCHOOL OF SAN FRANCISCO655 DE HARO STREET
    SAN FRANCISCO,CA94107     		N/A PC GENERAL OPERATING SUPPORT 250,000
    ONEGOALPO BOX 734137
    CHICAGO,IL60673     		N/A PC PHASE III STRATEGIC PLAN FOR BAY AREA PROGRAMS 950,000
    OUTWARD BOUND CALIFORNIA1539 PERSHING DRIVE SUITE 316
    SAN FRANCISCO,CA94129     		N/A PC COMPREHENSIVE CAPITAL CAMPAIGN AND GENERAL OPERATIONS 600,000
    PARTNERS IN OAKLAND EDUCATION2501 CHESTNUT STREET
    OAKLAND,CA94607     		N/A PC SUMMER PROGRAM AT VINCENT ACADEMY 50,000
    PEER HEALTH EXCHANGE INC100 WEBSTER STREET SUITE 300
    OAKLAND,CA94607     		N/A PC STRATEGIC PLAN, GENERAL SUPPORT 200,000
    PEERFORWARD1140 3RD STREET NE SUITE 320
    WASHINGTON,DC20002     		N/A PC GENERAL SUPPORT 400,000
    PENINSULA BRIDGE PROGRAM177 BOVET RD SUITE 120
    SAN MATEO,CA94402     		N/A PC BIG DREAMS CAMPAIGN 100,000
    PRO PUBLICA INC155 AVENUE OF THE AMERICAS 13TH
    FLOOR
    NEW YORK,NY10013     		N/A PC INVESTIGATIVE REPORTING BEAT ON CLIMATE CHANGE ADAPTATION 318,000
    QUANTUM LEAP HEALTHCARE COLLABORATIVE3450 CALIFORNIA STREET 2ND FLOOR
    SAN FRANCISCO,CA94118     		N/A PC EVOLUTION OF I-SPY 2 TRIAL TO A CONFIRMATORY CLINICAL TRIAL 250,000
    REAL OPTIONS FOR CITY KIDS73 LELAND AVENUE
    SAN FRANCISCO,CA94134     		N/A PC GENERAL OPERATING SUPPORT 125,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY2120 OXFORD STREET 2250
    BERKELEY,CA94720     		N/A PC UC BERKELEY ART MUSEUM AND PACIFIC FILM ARCHIVE (BAMPFA) - SCHOOL FIELD TRIPS PROGRAM 25,000
    SAN DOMENICO SCHOOL1500 BUTTERFIELD ROAD
    SAN ANSELMO,CA94960     		N/A PC VIRTUOSO PROGRAM 50,000
    SAN FRANCISCO ACHIEVERSPO BOX 416
    SAN FRANCISCO,CA94104     		N/A PC GENERAL OPERATING SUPPORT 85,000
    SAN FRANCISCO BOYS CHORUS333 HAYES STREET SUITE 116
    SAN FRANCISCO,CA94102     		N/A PC GENERAL OPERATING SUPPORT 15,000
    SAN FRANCISCO CONSERVATORY OF MUSIC50 OAK STREET
    SAN FRANCISCO,CA94102     		N/A PC PURCHASE AND/OR RENOVATION OF PROPERTY FOR A RESIDENCE HALL, CREATE THE BOWES CENTER FOR PERFORMING ARTS, 2021 ANNUAL FUND, 2021 PRESIDENT'S FUND 6,050,000
    SAN FRANCISCO FOOD BANK900 PENNSYLVANIA AVENUE
    SAN FRANCISCO,CA94107     		N/A PC EMERGENCY RESPONSE GRANT 25,000
    SAN FRANCISCO GENERAL HOSPITAL FOUNDATIONPO BOX 410836
    SAN FRANCISCO,CA94141     		N/A PC GENERAL OPERATING SUPPORT 200,000
    SAN FRANCISCO JAZZ ORGANIZATION201 FRANKLIN STREET
    SAN FRANCISCO,CA94102     		N/A PC GENERAL OPERATING SUPPORT/ ANNUAL FUND 100,000
    SAN FRANCISCO OPERA ASSOCIATION301 VAN NESS AVENUE
    SAN FRANCISCO,CA94102     		N/A PC GENERAL OPERATING SUPPORT 250,000
    SANSUM DIABETES RESEARCH INSTITUTE2219 BATH STREET
    SANTA BARBARA,CA93105     		N/A PC GENERAL OPERATING SUPPORT 750,000
    SAVE THE REDWOODS LEAGUE111 SUTTER STREET 11TH FLOOR
    SAN FRANCISCO,CA94104     		N/A PC GENERAL OPERATING SUPPORT 10,000
    SCIENCE FRIDAY INITIATIVE INC19 WEST 44TH STREET SUITE 412
    NEW YORK,NY10036     		N/A PC GENERAL OPERATING SUPPORT 250,000
    SETI INSTITUTE189 N BERNARDO AVENUE SUITE 200
    MOUNTAIN VIEW,CA94043     		N/A PC BIG PICTURE SCIENCE PROGRAM 30,000
    TEACH FOR ALL INC25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		N/A PC ENSENA POR MEXICO AND TEACH FOR ALL: ENSURING ALL CHILDREN CAN FULFILL THEIR POTENTIAL 600,000
    TEACH FOR AMERICA INC25 BROADWAY 12TH FLOOR
    NEW YORK,NY10004     		N/A PC GENERAL OPERATING SUPPORT FOR TEACH FOR AMERICA NATIONAL AND BAY AREA 1,000,000
    THE TECH INTERACTIVE201 SOUTH MARKET STREET
    SAN JOSE,CA95113     		N/A PC AMENDED: GENERAL OPERATING SUPPORT 200,000
    TEN STRANDSPO BOX 150869
    SAN RAFAEL,CA94915     		N/A PC PREPARING K12 TEACHERS TO BRING ENVIRONMENTAL LITERACY TO CALIFORNIA'S STUDENTS 50,000
    THESECONDOPINION1200 GOUGH STREET SUITE 500
    SAN FRANCISCO,CA94109     		N/A PC GENERAL OPERATING SUPPORT 50,000
    TINKER FAMILY FOUNDATION501 SILVERSIDE ROAD SUITE 123
    WILMINGTON,DE19809     		N/A PF GENERAL OPERATING SUPPORT 120,000
    UC BERKELEY FOUNDATION1995 UNIVERSITY AVENUE SUITE 401
    BERKELEY,CA94704     		N/A PC FIAT LUX SCHOLARSHIPS, BOWES FACULTY FELLOWS 1,700,000
    UC SANTA BARBARA FOUNDATIONMC6035 UNIVERSITY OF CALIFORNIA
    SANTA BARBARA,CA93106     		N/A PC THE GARLAND INITIATIVE FOR VISION 1,000,000
    UCSF FOUNDATIONLOCKBOX 45339 PO BOX 589001-MC3120
    SAN FRANCISCO,CA94145     		N/A PC TO SUPPORT EIGHT PROJECTS/PROGRAMS. 8,733,333
    UNITED ANGLERS OF CASA GRANDE INC333 CASA GRANDE ROAD
    PETALUMA,CA94954     		N/A PC HATCHERY EQUIPMENT UPGRADES & EXPANDED CAPACITY FOR FISH RESCUE OPERATIONS 16,667
    THE UNIVERSITY OF TEXAS FOUNDATION INCPO BOX 250
    AUSTIN,TX78767     		N/A PC THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER - ALZHEIMER'S RESEARCH (NEURODEGENERATIVE RESEARCH), EMT STEM CELLS RESEARCH 666,667
    VASCULAR CURES274 REDWOOD SHORES PARKWAY 717
    REDWOOD CITY,CA94065     		N/A PC GENERAL SUPPORT 300,000
    YOUTH TENNIS ADVANTAGEPO BOX 330458
    SAN FRANCISCO,CA94133     		N/A PC GENERAL OPERATING SUPPORT 70,000
    Total ...............................bullet 3a 48,606,333
    bApproved for future payment
    BOYS & GIRLS CLUBS OF SAN FRANCISCO380 FULTON STREET
    SAN FRANCISCO,CA94102     		N/A PC DISTRICT 10 EDUCATION PROGRAMS 100,000
    CLEARITY FOUNDATION434 WEST CEDAR STREET SUITE 300
    SAN DIEGO,CA92101     		N/A PC IMPROVING TREATMENT OPTIONS FOR OVARIAN CANCER PATIENTS 100,000
    COLLEGE TRACK112 LINDEN STREET
    OAKLAND,CA94607     		N/A PC GENERAL OPERATING SUPPORT 100,000
    THE DRAPER RICHARDS FOUNDATION1600 EL CAMINO REAL SUITE 155
    MENLO PARK,CA94025     		N/A PC GENERAL SUPPORT FOR DRK FUND IV 666,667
    INSTITUTE FOR SYSTEMS BIOLOGY401 TERRY AVENUE NORTH
    SEATTLE,WA98109     		N/A PC NEW FACULTY SUPPORT 666,667
    KQED INC2601 MARIPOSA STREET
    SAN FRANCISCO,CA94110     		N/A PC GENERAL OPERATING SUPPORT 500,000
    NSSF655 DE HARO STREET
    SAN FRANCISCO,CA94107     		N/A PC GENERAL OPERATING SUPPORT 500,000
    OUTWARD BOUND CALIFORNIA1539 PERSHING DRIVE SUITE 316
    SAN FRANCISCO,CA94129     		N/A PC GENERAL OPERATING SUPPORT 1,000,000
    PEERFORWARD1140 3RD STREET NE SUITE 320
    WASHINGTON,DC20002     		N/A PC GENERAL OPERATING SUPPORT 500,000
    SAN FRANCISCO ACHIEVERSPO BOX 416
    SAN FRANCISCO,CA94104     		N/A PC GENERAL OPERATING SUPPORT 85,000
    SANSUM DIABETES RESEARCH INSTITUTE2219 BATH STREET
    SANTA BARBARA,CA93105     		N/A PC GENERAL OPERATING SUPPORT 750,000
    UCSF FOUNDATIONLOCKBOX 45339 PO BOX 589001-MC3120
    SAN FRANCISCO,CA94145     		N/A PC UCSF DISCOVERY FELLOWS 666,667
    YOUTH TENNIS ADVANTAGEPO BOX 330458
    SAN FRANCISCO,CA94133     		N/A PC GENERAL OPERATING SUPPORT 140,000
    Total ................................bullet 3b 5,775,001

    TY 2020 AccountingFeesSchedule
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 56,025 28,013   28,012

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    TINKER FAMILY FOUNDATION
          		501 SILVERSIDE ROAD SUITE 123
    WILMINGTON,DE19809     		2020-02-27 120,000 GENERAL OPERATING SUPPORT. 25,000 NONE 11/01/2021 2021-11-01 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
    TINKER FAMILY FOUNDATION
          		501 SILVERSIDE ROAD SUITE 123
    WILMINGTON,DE19809     		2019-12-31 120,000 GENERAL, OPERATING SUPPORT. 3,875 NONE 10/31/2020, 11/01/2021 2021-11-08 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
    TINKER FAMILY FOUNDATION
          		501 SILVERSIDE ROAD SUITE 123
    WILMINGTON,DE19809     		2018-12-31 120,000 GENERAL OPERATING SUPPORT. 20,400 NONE 11/07/19, 11/01/2021 2021-11-08 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
    TINKER FAMILY FOUNDATION
          		501 SILVERSIDE ROAD SUITE 123
    WILMINGTON,DE19809     		2017-05-16 120,000 GENERAL OPERATING SUPPORT. 11,500 NONE 11/01/2021 2021-11-08 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF MONTREAL 151,209 151,209
    GENERAL DYNAMICS CORP 151,444 151,444
    GOLDMAN SACHS GROUP INC 231,318 231,318
    GENERAL MOTORS FINANCIAL CO INC 282,425 282,425
    MICROSOFT CORP 230,024 230,024
    HSBC HOLDINGS PLC 313,530 313,530
    TRUIST FINANCIAL CORP 334,419 334,419
    CIGNA CORP 108,107 108,107
    STATE STREET CORP 465,677 465,677
    ALTRIA GROUP INC 455,653 455,653
    MARSH & MCLENNAN COS INC 165,444 165,444
    NORTHROP GRUMMAN CORP 163,149 163,149
    ENTERPRISE PRODUCTS OPERATING LLC 195,940 195,940
    ORACLE CORP 219,788 219,788
    AMGEN INC 107,201 107,201
    APPLE INC 335,526 335,526
    CSX CORP 233,160 233,160
    CVS HEALTH CORP 178,494 178,494
    JPMORGAN CHASE & CO FXD TO 052027 VAR THRAFTR 3.5400% 142,635 142,635
    UNION PACIFIC CORP 225,568 225,568
    PFIZER INC 233,754 233,754
    FISERV INC 159,860 159,860
    GOLDMAN SACHS GROUP INC/THE 161,347 161,347
    BANK OF AMERICA CORP 210,555 210,555
    WELLS FARGO & CO 124,997 124,997
    BLACKROCK BATS: SERIES C PTF (BRACX) 121,553 121,553
    BLACKROCK BATS: SERIES M PTF (BRAMX) 1,206,197 1,206,197
    GOOGLE LLC 253,237 253,237
    INTEL CORP 306,660 306,660
    BECTON DICKINSON AND CO 204,434 204,434
    TOTAL CAPITAL SA 204,520 204,520
    WESTPAC BANKING CORP 256,510 256,510
    APPLE INC 256,940 256,940
    UNITED PARCEL SERVICE INC 256,705 256,705
    BRISTOL-MYERS SQUIBB CO 205,270 205,270
    GENERAL DYNAMICS CORP 232,090 232,090
    TRUIST BANK 315,675 315,675
    MERCK & CO INC 424,192 424,192
    INTERNATIONAL BUSINESS MACHINES CORP 432,156 432,156
    GOOGLE LLC 218,892 218,892
    APPLE INC 275,300 275,300
    ORACLE CORP 543,980 543,980
    UNITED PARCEL SERVICE INC 270,185 270,185
    AMAZON.COM INC 168,621 168,621
    BERKSHIRE HATHAWAY ENERGY CO 275,337 275,337
    WW GRAINGER INC 421,288 421,288
    ABBOTT LABORATORIES 548,610 548,610
    WALT DISNEY CO/THE 554,295 554,295
    JPMORGAN CHASE & CO 284,010 284,010
    UNITEDHEALTH GROUP INC 341,802 341,802
    GUGGENHEIM TOTAL RETURN BD I (GIBIX) 10,139,304 10,139,304
    NUVASIVE INC 410,024 410,024
    VERINT SYSTEMS INC 192,995 192,995
    BOOKING HOLDINGS INC 421,887 421,887
    FORTIVE CORP 424,845 424,845
    OSI SYSTEMS INC 313,657 313,657
    MARRIOTT VACATIONS WORLDWIDE CORP 273,939 273,939
    NUTANIX INC 316,917 316,917
    RAMBUS INC 180,933 180,933
    LIVE NATION ENTERTAINMENT INC 410,474 410,474
    STARWOOD PROPERTY TRUST INC 254,630 254,630
    SUPERNUS PHARMACEUTICALS INC 164,063 164,063
    PURE STORAGE INC 193,533 193,533
    BOFA FINANCE LLC 292,253 292,253
    NEW RELIC INC 208,685 208,685
    LIGAND PHARMACEUTICALS INC 204,195 204,195
    PRA GROUP INC 296,142 296,142
    VIAVI SOLUTIONS INC 199,194 199,194
    AVAYA HOLDINGS CORP 179,166 179,166
    INTERCEPT PHARMACEUTICALS INC 141,076 141,076
    PALO ALTO NETWORKS INC 148,093 148,093
    ILLUMINA INC 323,481 323,481
    LIBERTY MEDIA CORP 314,736 314,736
    BENEFITFOCUS INC 178,640 178,640
    GREENBRIER COS INC/THE 236,450 236,450
    WESTERN DIGITAL CORP 224,633 224,633
    HERBALIFE NUTRITION LTD 423,958 423,958
    FLEXION THERAPEUTICS INC 327,408 327,408
    KAMAN CORP 284,482 284,482
    PROS HOLDINGS INC 401,422 401,422
    FIREEYE INC 217,453 217,453
    VONAGE HOLDINGS CORP 459,013 459,013
    TWITTER INC 268,285 268,285
    ALTERYX INC 367,240 367,240
    BIOMARIN PHARMACEUTICAL INC 540,838 540,838
    PROOFPOINT INC 373,590 373,590
    AIR TRANSPORT SERVICES GROUP INC 195,840 195,840
    CYBERARK SOFTWARE LTD 403,972 403,972
    IONIS PHARMACEUTICALS INC 214,320 214,320
    INSMED INC 209,853 209,853
    REALPAGE INC 311,224 311,224
    VISHAY INTERTECHNOLOGY INC 353,102 353,102
    TRAVERE THERAPEUTICS INC 150,311 150,311
    EVOLENT HEALTH INC 202,033 202,033
    DISH NETWORK CORP 639,617 639,617
    PEBBLEBROOK HOTEL TRUST 469,970 469,970
    EXACT SCIENCES CORP 161,910 161,910
    AKAMAI TECHNOLOGIES INC 441,255 441,255
    CSG SYSTEMS INTERNATIONAL INC 298,910 298,910
    MERITOR INC 229,554 229,554
    CHENIERE ENERGY INC 253,913 253,913
    NRG ENERGY INC 193,171 193,171
    EURONET WORLDWIDE INC 577,640 577,640
    AMG CAPITAL TR II 5.15 CV PFD (AATRL) 217,998 217,998
    NY CMNTY CAPITAL TRUST V (NYCB.U) 295,366 295,366
    MSIF ULTRA-SHORT INCOME INST (MUIIX) 1,791,017 1,791,017

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES EDGE MSCI MIN VOL EMER (EEMV) 6,001,721 6,001,721
    ACCENTURE PLC IRELAND CL A (ACN) 1,567,260 1,567,260
    ACTIVISION BLIZZARD INC (ATVI) 1,299,900 1,299,900
    ALPHABET INC CL C (GOOG) 1,489,098 1,489,098
    AMAZON COM INC (AMZN) 1,563,326 1,563,326
    AMPHENOL CORP NEW CL A (APH) 1,569,240 1,569,240
    APPLE INC (AAPL) 1,724,970 1,724,970
    BANK OF AMERICA CORP (BAC) 1,273,020 1,273,020
    BECTON DICKINSON & CO (BDX) 1,251,100 1,251,100
    BRISTOL MYERS SQUIBB CO (BMY) 1,116,540 1,116,540
    CHEVRON CORP (CVX) 802,275 802,275
    CVS HEALTH CORP COM (CVS) 1,058,650 1,058,650
    DOLLAR GEN CORP NEW COM (DG) 1,472,100 1,472,100
    ECOLAB INC (ECL) 1,189,980 1,189,980
    FACEBOOK INC CL-A (FB) 1,502,380 1,502,380
    HOME DEPOT INC (HD) 1,460,910 1,460,910
    JOHNSON & JOHNSON (JNJ) 1,306,254 1,306,254
    JPMORGAN CHASE & CO (JPM) 1,397,770 1,397,770
    LOCKHEED MARTIN CORP (LMT) 993,944 993,944
    MARRIOTT INTL INC NEW CL A (MAR) 1,649,000 1,649,000
    MARSH & MCLENNAN COS INC (MMC) 1,404,000 1,404,000
    METTLER TOLEDO INTL (MTD) 1,367,616 1,367,616
    NIKE INC B (NKE) 1,655,199 1,655,199
    PAYPAL HLDGS INC COM (PYPL) 1,943,860 1,943,860
    PEPSICO INC NC (PEP) 1,557,150 1,557,150
    TEXAS INSTRUMENTS (TXN) 1,395,105 1,395,105
    TRUIST FINL CORP (TFC) 1,261,038 1,261,038
    VISA INC CL A (V) 1,574,856 1,574,856
    VMWARE INC CLASS A (VMW) 1,402,600 1,402,600
    FIRST EAGLE GLOBAL I (SGIIX) 11,078,664 11,078,664
    FIRST EAGLE OVERSEAS I (SGOIX) 8,333,653 8,333,653
    JOHN HANCOCK INTL GROWTH I (GOGIX) 8,468,990 8,468,990
    ALIBABA GROUP HLDG LTD (BABA) 2,829,066 2,829,066
    DANAHER CORPORATION (DHR) 1,289,523 1,289,523
    DOMINOS PIZZA INC (DPZ) 2,094,842 2,094,842
    ESTEE LAUDER CO INC CL A (EL) 1,480,549 1,480,549
    FERRARI N V (RACE) 2,249,984 2,249,984
    FRANCO-NEVADA CORP (FNV) 583,160 583,160
    HDFC BANK LTD ADR (HDB) 2,970,103 2,970,103
    JPMORGAN CHASE & CO (JPM) 401,414 401,414
    LULULEMON ATHLETICA INC (LULU) 1,377,503 1,377,503
    LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 2,783,974 2,783,974
    MASTERCARD INC CL A (MA) 2,589,600 2,589,600
    MICROSOFT CORP (MSFT) 3,233,097 3,233,097
    NEXTERA ENERGY INC (NEE) 1,476,034 1,476,034
    PLANET FITNESS INC CL A (PLNT) 427,664 427,664
    STORE CAPITAL CORPORATION (STOR) 2,935,498 2,935,498
    SVB FNCL GRP (SIVB) 2,939,751 2,939,751
    TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 3,535,840 3,535,840
    TENCENT HLDGS LTD UNSPON ADR (TCEHY) 2,415,720 2,415,720
    UNITED RENTALS INC (URI) 1,596,700 1,596,700
    WASTE MGMT INC (DELA) (WM) 1,111,726 1,111,726
    BANK AMER 7.2500 SERS L (BAC.L) 639,322 639,322
    BUNGE LTD 4.875 SERS (BGEPF) 338,336 338,336
    STANLEY BLACK & DECKER CONV C (BKDKP) 183,600 183,600
    WELLS FARGO 7.5 NON-CUM CL A (WFC.L) 488,764 488,764

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    US Government Securities - End of Year Book Value:

    17,135,824
    US Government Securities - End of Year Fair Market Value:

    17,135,824
    State & Local Government Securities - End of Year Book Value:


    1,162,561
    State & Local Government Securities - End of Year Fair Market Value:


    1,162,561


    TY 2020 InvestmentsOtherSchedule2
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MS AIP CUSTOM HEDGE FUNDS FMV 52,211,294 52,211,294
    ENTRUST SPECIAL OPPORTUNITIES FUND III LTD FMV 3,233,994 3,233,994
    ENTRUST SPECIAL OPPORTUNITIES FUND II LTD FMV 548,982 548,982
    UBS CARLYLE PARTNERS LP FMV 307,753 307,753
    MS GLOBAL SECONDARY OPPORTUNITIES FUND II LP FMV 2,861,968 2,861,968
    MS REAL ESTATE SPECIAL SITUATIONS FUND III INSTITUTIONAL LP FMV 258,218 258,218
    MS REAL ESTATE FUND VII FMV 289,739 289,739
    US VENTURE PARTNERS IX, LP FMV 977,515 977,515
    US VENTURE PARTNERS X AFFILIATES FMV 2,915,202 2,915,202
    USVP XI LP FMV 5,695,759 5,695,759
    MS EMERGING PVT. MKTS FUND I FMV 882,491 882,491
    MISSION BAY CAPITAL LLC FMV 2,273,757 2,273,757
    MS PIVOTNORTH FUND I LP FMV 2,882,174 2,882,174
    OAKTREE EUROPEAN PRINCIPAL FD III FMV 1,952,179 1,952,179
    MS BLACKSTONE RE DEBT FUND II FMV 108,381 108,381
    OWL VENTURES LP FMV 2,353,938 2,353,938
    MISSION BAY CAPITAL FD II FMV 2,685,308 2,685,308
    BLACKSTONE ENERGY PARTNERS II FMV 1,666,618 1,666,618
    MS OAKTREE STRATEGIC INCOME FUND FMV 3,124,297 3,124,297
    MS OAKTREE OPP FD X FEEDER FMV 3,515,996 3,515,996
    STRATEGIC OPS FUND II FMV 2,288,040 2,288,040
    OWL VENTURES II, LP FMV 483,929 483,929
    GS KKR PRINCIPAL OPPORTUNITIES ACCESS OFFSHORE LP FMV 1,107,026 1,107,026
    US VENTURE PARTNERS VII, LP FMV 448,954 448,954
    MBC BIOLABS SF, LP FMV 708,930 708,930
    WHIPPOORWILL DISTRESSED OPPORTUNITY FUND, LP FMV 49,539 49,539
    LATTERELL VENTURE PARTNERS III FMV 531,652 531,652
    FLARE CAPITAL PARTNERS I, LP FMV 1,457,663 1,457,663
    MOBILE CANDY DISH AT COST 50,000 50,000
    HORIZON VENTURES FUND I, LP FMV 452 452
    NURIX AT COST 4,375,000 4,375,000

    TY 2020 OtherAssetsSchedule
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 139 4 4
    INVESTMENT HOLDBACK RECEIVABLE 235,933 235,933 235,933
    DIVIDEND RECEIVABLE 309,745 299,619 299,619
    STATE TAX RECEIVABLE 0 804 804


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 16 2   0


    TY 2020 OtherIncomeSchedule2
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER PASSTHROUGH INCOME (LOSSES) 0 -341,244 0


    TY 2020 OtherIncreasesSchedule
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Description Amount
    UNREALIZED GAINS ON INVESTMENTS 19,152,183


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX LIABILITY 1,029,215 1,635,992
    EXCISE TAX LIABILITY 0 100,788
    LINE OF CREDIT 0 3,561,156


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 2,109,467 2,109,467   0
    FOUNDATION MANAGEMENT FEES 431,212 64,682   366,530


    TY 2020 TaxesSchedule
    Name:
    WILLIAM K BOWES JR FOUNDATION
    EIN:
    94-3148482
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 787,328 0   0
    STATE TAX 7,396 0   0