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

94-1196182
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$46,576,426
J 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 176,121 176,121  
4 Dividends and interest from securities... 726,516 726,516  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -353,910
b Gross sales price for all assets on line 6a 6,951,847
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 928 928  
12 Total. Add lines 1 through 11........ 549,655 903,565  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 207 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 612,368 226,954   341,024
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,894 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,035 414   621
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,521 150   525
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 629,025 227,518   342,170
25 Contributions, gifts, grants paid....... 1,801,850 1,801,850
26 Total expenses and disbursements. Add lines 24 and 25 2,430,875 227,518   2,144,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,881,220
b Net investment income (if negative, enter -0-) 676,047
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............. 108,611 74,880 74,880
2 Savings and temporary cash investments......... 505,990 489,296 489,296
3 Accounts receivable bullet62,793
Less: allowance for doubtful accounts bullet   79,779 62,793 62,793
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.......... 1,686 2,339 2,339
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 30,788,920 Click to see attachment33,661,178 33,661,178
c Investments—corporate bonds (attach schedule)....... 12,154,066 Click to see attachment12,285,940 12,285,940
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,639,052 46,576,426 46,576,426
Liabilities 17 Accounts payable and accrued expenses.......... 44,128 46,242
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment120,243 Click to see attachment178,567
23 Total liabilities (add lines 17 through 22)......... 164,371 224,809
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........... 43,474,681 46,351,617
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)..... 43,474,681 46,351,617
30 Total liabilities and net assets/fund balances (see instructions). 43,639,052 46,576,426
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
43,474,681
2
Enter amount from Part I, line 27a .....................
2
-1,881,220
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,824,723
4
Add lines 1, 2, and 3 ..........................
4
46,418,184
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
66,567
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
46,351,617
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 MARKETABLE SECURITIES   2020-01-01 2020-12-31
b CAPITAL GAINS DIVIDENDS P    
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 6,946,977   7,305,757 -358,780
b 4,870     4,870
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       -358,780
b       4,870
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 -353,910
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 9,397
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 9,397
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 9,397
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 11,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,000
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 2,603
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,603 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 changesClick to see attachment....
3
Yes
 
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.BOTHINFOUNDATION.ORG
    14
    The books are in care ofbulletPACIFIC FOUNDATION SERVICES LLC Telephone no.bullet (415) 561-6540

    Located atbullet1660 BUSH STREET SUITE 300SAN FRANCISCOCA ZIP+4bullet94109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LYMAN H CASEY PRESIDENT
    2.00
    0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    KIMBERLY CASEY VICE PRESIDENT
    2.00
    0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    RAVIN AGRAWAL TREASURER
    2.00
    0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    DEVON LAYCOX VICE PRESIDENT
    2.00
    0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    LYMAN R CASEY DIRECTOR
    2.00
    0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    KATE JOINER DIRECTOR
    2.00
    0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    NICHOLAS LAYCOX DIRECTOR
    2.00
    0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    HOLDEN LEE DIRECTOR
    2.00
    0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    CAROL PRINCE SECRETARY
    2.00
    0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PACIFIC FOUNDATION SERVICES LLC FOUNDATION MANAGEMENT/ACCOUNTING 415,705
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    CORNERSTONE CAPITAL INC INVESTMENT COUNSELING 92,151
    200 HOMER AVENUE
    PALO ALTO,CA94301
    BAKER STREET ADVISORS LLC INVESTMENT COUNSELING 76,259
    575 MARKET ST 6TH FLOOR
    SAN FRANCISCO,CA94105
    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
    41,304,968
    b
    Average of monthly cash balances.......................
    1b
    694,302
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,999,270
    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
    41,999,270
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    629,989
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    41,369,281
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,068,464
    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
    2,068,464
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,397
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,397
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,059,067
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,059,067
    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
    2,059,067
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,144,020
    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
    2,144,020
    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
    2,144,020
    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 2,059,067
    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......  
    d From 2018...... 42,197
    e From 2019......  
    fTotal of lines 3a through e........ 42,197
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,144,020
    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..... 2,059,067
    e Remaining amount distributed out of corpus 84,953
    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 5 127,150
    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 ......
    127,150
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 42,197
    d Excess from 2019....  
    e Excess from 2020.... 84,953
    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:
    JUDI POWELL SENIOR PROGRAM OFFICER
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    (415) 561-6540
    bThe form in which applications should be submitted and information and materials they should include:
    FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG
    cAny submission deadlines:
    FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ABILITYPATH (COMMUNITY GATEPATH)
    SOBRATO CENTER FOR NONPROFITS 350
    TWIN DOLPHIN DR SUITE 123
    REDWOOD CITY,CA94065
      501(C)(3) PUBLIC CHA PURCHASE TECHNOLOGY TO ENABLE ADULTS WITH DISABILITIES TO PARTICIPATE IN VIRTUAL PROGRAMS 20,000
    ALL STARS HELPING KIDS
    2901 TASMAN DRIVE
    SANTA CLARA,CA95054
      501(C)(3) PUBLIC CHA HONORARIUM FOR PRESENTING AT THE BOARD MEETING 2,500
    ALTERNATIVE FAMILY SERVICES
    401 ROLAND WAY 120
    OAKLAND,CA94621
      501(C)(3) PUBLIC CHA PURCHASE EMERGENCY SANITATION EQUIPMENT TO ENABLE IN-PERSON VISITS BETWEEN FOSTER YOUTH AND THEIR FAMILIES 40,000
    ART ESCAPE
    17474 HIGHWAY 12
    SONOMA,CA95476
      501(C)(3) PUBLIC CHA IMPROVEMENTS TO MOBILE ART EDUCATION STUDIO 5,000
    BAY AREA COMMUNITY LAW FOUNDATION
    558 CAPP STREET
    SAN FRANCISCO,CA94110
      501(C)(3) PUBLIC CHA MAKE EXTERIOR REPAIRS TO ITS BUILDING AND TO MAKE ACCESSIBILITY UPGRADES 10,000
    BAY AREA VIDEO COALITION INC (BAVC)
    2727 MARIPOSA STREET
    SAN FRANCISCO,CA94110
      501(C)(3) PUBLIC CHA PURCHASE CAMERAS AND POST-PRODUCTION WORKSTATIONS 25,000
    BOYS & GIRLS CLUB OF THE COASTSIDE
    PO BOX 545 660 CHURCH STREET
    HALF MOON BAY,CA94019
      501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 15,000
    BOYS & GIRLS CLUBS OF GREATER SANTA ROSA INC
    PO BOX 2392
    SANTA ROSA,CA95405
      501(C)(3) PUBLIC CHA PURCHASE MOBILE DEVICES AND IMPROVE WIFI AT CLUBHOUSE IN SANTA ROSA 15,300
    BOYS & GIRLS CLUBS OF SAN FRANCISCO
    380 FULTON STREET
    SAN FRANCISCO,CA94102
      501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 28,000
    BOYS HOPE GIRLS HOPE
    PO BOX 642852
    SAN FRANCISCO,CA94164
      501(C)(3) PUBLIC CHA INCREASING AVAILABLE DEVICES FOR SCHOLARS FOR DISTANCE LEARNING 7,500
    BREAKTHROUGH SAN FRANCISO AT SAN FRANCISCO DAY SCHOOL
    350 MASONIC AVENUE
    SAN FRANCISCO,CA94118
      501(C)(3) PUBLIC CHA DIGITAL LEARNING DEVICES FOR SAN FRANCISCO YOUTH 10,000
    CALIFORNIA INSTITUTE OF INTEGRAL STUDIES
    1453 MISSION STREET
    SAN FRANCISCO,CA94103
      501(C)(3) PUBLIC CHA PURCHASE TECHNOLOGY TO ENABLE TELEHEALTH AND SAFETY EQUIPMENT FOR IN-PERSON HEALTHCARE 20,000
    CAMINAR
    2600 SO EL CAMINO REAL SUITE 200
    SAN MATEO,CA94403
      501(C)(3) PUBLIC CHA EMERGENCY GRANT FOR PPE 8,550
    CAMINAR
    2600 SO EL CAMINO REAL SUITE 200
    SAN MATEO,CA94403
      501(C)(3) PUBLIC CHA PURCHASE LAPTOPS TO PROVIDE TELEHEALTH SERVICES 20,000
    CAMPING UNLIMITED FOR THE DEVELOPMENTALLY DISABLED
    CAMP KREM 102 BROOK LANE
    BOULDER CREEK,CA95006
      501(C)(3) PUBLIC CHA AMENDED: REPAIR ACCESS ROAD 25,000
    CEDARS OF MARIN
    PO BOX 947
    ROSS,CA94957
      501(C)(3) PUBLIC CHA INSTALL EMERGENCY SPRINKLER SYSTEM FOR TEXTILE ARTS BUILDING 24,800
    CHILDRENS COUNCIL OF SAN FRANCISCO
    445 CHURCH STREET
    SAN FRANCISCO,CA94114
      501(C)(3) PUBLIC CHA BUILD A PLAY LAB THAT WILL ENRICH THE LIVES OF CHILDREN FROM UNDERSERVED COMMUNITIES 46,000
    CHILDRENS COUNCIL OF SAN FRANCISCO
    445 CHURCH STREET
    SAN FRANCISCO,CA94114
      501(C)(3) PUBLIC CHA HARDWARE TO SUPPORT STAFF AND DATABASE UPGRADE 9,700
    CHINESE HOSPITAL ASSOCIATION
    845 JACKSON ST
    SAN FRANCISCO,CA94133
      501(C)(3) PUBLIC CHA TO PURCHASE AND INSTALL A NEW FREEZER 9,600
    CITY GRAZING
    PO BOX 882853
    SAN FRANCISCO,CA94188
      501(C)(3) PUBLIC CHA PURCHASE A USED TRUCK TO TRANSPORT ANIMALS AND SUPPLIES TO WORK SITES 16,600
    CITY SURF PROJECT
    1633 VALENCIA ST
    SAN FRANCISCO,CA94110
      501(C)(3) PUBLIC CHA PURCHASE VAN TO TRANSPORT YOUTH FOR PHYSICAL EDUCATION SURF PROGRAMS 30,000
    COASTSIDE CHILDREN'S PROGRAMS
    225 CABRILLO HWY S 208D
    HALF MOON BAY,CA94019
      501(C)(3) PUBLIC CHA MAKE SAFETY IMPROVEMENTS TO CHILDCARE CLASSROOMS 30,000
    COMMITTEE ON THE SHELTERLESS
    PO BOX 2744
    PETALUMA,CA94953
      501(C)(3) PUBLIC CHA PURCHASE USED VAN FOR EMERGENCY FAMILY SHELTER 18,000
    COMMUNITY AWARENESS RESOURCES ENTITY (CARE)
    107 DAKOTA ST
    SAN FRANCISCO,CA94107
      501(C)(3) PUBLIC CHA PURCHASE A VAN TO PROVIDE TRANSPORTATION FOR POTRERO HILL COMMUNITY RESIDENTS 30,600
    COMMUNITY INSTITUTE FOR PSYCHOTHERAPY
    1330 LINCOLN AVENUE 201
    SAN RAFAEL,CA94901
      501(C)(3) PUBLIC CHA CIP TELE-HEALTH INFRASTRUCTURE PROJECT 7,500
    CURIODYSSEY
    1651 COYOTE POINT DRIVE
    SAN MATEO,CA94401
      501(C)(3) PUBLIC CHA BUILD INCLUSIVE PLAY AREA FOR CHILDREN WITH DISABILITIES 25,000
    DANCE PALACE
    PO BOX 217 503 B STREET
    POINT REYES STATION,CA94956
      501(C)(3) PUBLIC CHA RENEW THE FACILITY TO SUSTAIN OUR COMMUNITY 7,500
    DEV MISSION
    PO BOX 411227
    SAN FRANCISCO,CA94141
      501(C)(3) PUBLIC CHA UPGRADE TECHNOLOGY FOR STEM BOOTCAMP FOR YOUNG ADULTS FROM UNDERSERVED COMMUNITIES 30,000
    ENRICHING LIVES THROUGH MUSIC
    2955 KERNER BLVD SUITE B
    SAN RAFAEL,CA94901
      501(C)(3) PUBLIC CHA PURCHASE INSTRUMENTS FOR MUSIC PROGRAM 25,000
    FAMILY CONNECTIONS CENTERS
    2565 SAN BRUNO AVENUE
    SAN FRANCISCO,CA94134
      501(C)(3) PUBLIC CHA UPGRADE TECHNOLOGY FOR AFTER-SCHOOL AND SUMMER EDUCATION PROGRAMS 34,900
    FORWORDS INC
    361 THIRD STREET SUITE I
    SAN RAFAEL,CA94901
      501(C)(3) PUBLIC CHA TO SUPPORT TECHNOLOGY NEEDS FOR THE SUMMER PROGRAM 5,000
    FRIENDS OF ST FRANCIS CHILDCARE CENTER INC
    50 BELCHER STREET
    SAN FRANCISCO,CA94114
      501(C)(3) PUBLIC CHA RENOVATE THE PRESCHOOL SPACE AND EXPAND INTO THE MAIN CHURCH SANCTUARY TO ALLOW MORE STUDENTS TO SAFELY RETURN TO PRESCHOOL 40,000
    FRIENDS OF THE CHILDREN - SF BAY AREA
    111 QUINT STREET
    SAN FRANCISCO,CA94124
      501(C)(3) PUBLIC CHA RENOVATING PROGRAM SPACE TO ALLOW MENTORS AND STUDENTS TO SAFELY MEET IN PERSON 43,400
    GIANT STEPS THERAPEUTIC EQUESTRIAN CENTER INC
    1320 COMMERCE STREET STE A
    PETALUMA,CA94954
      501(C)(3) PUBLIC CHA PURCHASE NEW COMPUTERS AND TECHNOLOGY 5,500
    GOOD SAMARITAN FAMILY RESOURCE CENTER
    1294 POTRERO AVE
    SAN FRANCISCO,CA94110
      501(C)(3) PUBLIC CHA PURCHASE AND INSTALL AIR COOLING AND FILTRATION SYSTEM 40,000
    GOODWILL INDUSTRIES OF SAN FRANCISCO SAN MATEO AND MARIN COUNTIES
    750 POST STREET
    SAN FRANCISCO,CA94109
      501(C)(3) PUBLIC CHA PURCHASE A PACKING MACHINE FOR THE AGENCYS ONLINE SALES DIVISION 25,000
    GROCERIES FOR SENIORS
    OLD ST MARYS CATHEDRAL 660
    CALIFORNIA STREET
    SAN FRANCISCO,CA94108
      501(C)(3) PUBLIC CHA PURCHASE NEW REFRIGERATOR AND FREEZER 5,000
    HABITAT FOR HUMANITY INTERNATIONAL
    500 WASHINGTON STREET SUITE 250
    SAN FRANCISCO,CA94941
      501(C)(3) PUBLIC CHA UPGRADE TECHNOLOGY TO SUPPORT ORGANIZATIONAL GROWTH 39,500
    HAMILTON FAMILIES
    273 9TH STREET
    SAN FRANCISCO,CA94103
      501(C)(3) PUBLIC CHA PURCHASE VEHICLE TO TRANSPORT HOMELESS FAMILIES TO AND FROM HOUSING APPOINTMENTS 16,000
    HEALTHRIGHT 360
    1563 MISSION STREET
    SAN FRANCISCO,CA94103
      501(C)(3) PUBLIC CHA FOR MEDICAL GRADE HEPA FILTERS FOR THE DENTAL CLINIC 10,000
    HOMELESS CHILDRENS NETWORK
    3450 3RD STREET UNIT 1C
    SAN FRANCISCO,CA94124
      501(C)(3) PUBLIC CHA PURCHASE FURNISHINGS FOR SATELLITE FAMILY RESOURCE CENTER IN THE WESTERN ADDITION 20,800
    HOMEWARD BOUND OF MARIN
    1385 N HAMILTON PARKWAY
    NOVATO,CA94949
      501(C)(3) PUBLIC CHA CREATE A GENDER-NEUTRAL BATHROOM AT THE NEW BEGINNINGS CENTER SHELTER IN NOVATO 50,000
    HOPE SERVICES
    30 LAS COLINAS LANE
    SAN JOSE,CA95119
      501(C)(3) PUBLIC CHA PURCHASE A VEHICLE TO TRANSPORT PROGRAM PARTICIPANTS WHO LIVE IN THE HALF MOON BAY AREA 20,000
    HUCKLEBERRY YOUTH PROGRAMS INC
    3450 GEARY BLVD SUITE 107
    SAN FRANCISCO,CA94118
      501(C)(3) PUBLIC CHA RESTORE KITCHEN AT HUCKLEBERRY HOUSE YOUTH SHELTER IN SAN FRANCISCO 25,000
    JEFFERSON UNION HIGH SCHOOL DISTRICT
    350 90TH ST 3RD FLOOR
    DALY CITY,CA94015
      501(C)(3) PUBLIC CHA HONORARIUM FOR DALY CITY YOUTH CENTER FOR HOSTING BOARD MEETING 2,500
    LEGAL SERVICES FOR CHILDREN INC
    1254 MARKET STREET 3RD FLOOR
    SAN FRANCISCO,CA94102
      501(C)(3) PUBLIC CHA PURCHASE LAPTOPS TO PROVIDE LEGAL AND SOCIAL SERVICES TO YOUTH 30,000
    LITERACY FOR ENVIRONMENTAL JUSTICE
    1150 CARROLL AVE
    SAN FRANCISCO,CA94124
      501(C)(3) PUBLIC CHA EQUIP THE CANDLESTICK POINT COMMUNITY SPACE 10,000
    LIVING ROOM CENTER INC
    1207 CLEVELAND AVENUE
    SANTA ROSA,CA95401
      501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 13,400
    LIVING ROOM CENTER INC
    1207 CLEVELAND AVENUE
    SANTA ROSA,CA95401
      501(C)(3) PUBLIC CHA NEW SHOWER 6,100
    MARIN COMMUNITY FOUNDATION
    5 HAMILTON LANDING SUITE 200
    NOVATO,CA94949
      501(C)(3) PUBLIC CHA THE COVID-19 FUND OF MCF (MARIN COMMUNITY FOUNDATION) 5,000
    MISSION BIT
    101A CLAY ST 121
    SAN FRANCISCO,CA94080
      501(C)(3) PUBLIC CHA PURCHASE LAPTOPS TO BE USED BY YOUTH FOR CODING CLASSES, WORKSHOPS AND BOOT CAMPS 20,000
    MOUNT ST JOSEPH - ST ELIZABETH (EPIPHANY CENTER)
    100 MASONIC AVENUE
    SAN FRANCISCO,CA94118
      501(C)(3) PUBLIC CHA RENOVATE TWO COMMUNAL BATHROOMS FOR RESIDENT CLIENTS 25,000
    MULTICULTURAL CENTER OF MARIN
    30 N SAN PEDRO RD SUITE 250
    SAN RAFAEL,CA94903
      501(C)(3) PUBLIC CHA PURCHASE VAN FOR YOUTH AND FAMILY ENGAGEMENT PROGRAMS 34,000
    MUSIC FOR MINORS
    1100 INDUSTRIAL ROAD SUITE 10
    SAN CARLOS,CA94070
      501(C)(3) PUBLIC CHA PURCHASE TECHNOLOGY TO ENABLE MUSIC TEACHERS TO DELIVER INSTRUCTION REMOTELY 20,000
    NORTH BAY CHILDREN'S CENTER
    932 C STREET
    NOVATO,CA94949
      501(C)(3) PUBLIC CHA PURCHASE OF CLASSROOM PARTITIONS 6,550
    NORTH BEACH CITIZENS
    1034 KEARNY STREET
    SAN FRANCISCO,CA94133
      501(C)(3) PUBLIC CHA RENOVATE SITE TO ALLOW IN-PERSON SERVICES DURING COVID-19 25,000
    NORTHERN CALIFORNIA GRANTMAKERS
    160 SPEAR STREET SUITE 360
    SAN FRANCISCO,CA94105
      501(C)(3) PUBLIC CHA MEMBERSHIP AND GRANT 1,750
    PENINSULA BRIDGE PROGRAM
    177 BOVET RD SUITE 120
    SAN MATEO,CA94402
      501(C)(3) PUBLIC CHA TO SUPPORT TECHNOLOGY NEEDS FOR THE SUMMER PROGRAM 5,000
    PIE RANCH
    PO BOX 363
    PESCADERO,CA94060
      501(C)(3) PUBLIC CHA RESTORE FACILITIES DESTROYED IN WILDFIRES AND MAKE OTHER IMPROVEMENTS AS NEEDED 30,000
    PRC
    170 9TH STREET
    SAN FRANCISCO,CA94103
      501(C)(3) PUBLIC CHA REPAIR AND REFURBISH ODYSSEY HOUSE, A PERMANENT SUPPORTIVE HOME FOR ADULTS WITH DISABILITIES 34,300
    PROJECT AVARY INC
    PO BOX 150088
    SAN RAFAEL,CA94915
      501(C)(3) PUBLIC CHA PURCHASE TENT CABINS FOR ITS YOUTH SUMMER CAMP 10,000
    RAPHAEL HOUSE OF SAN FRANCISCO INC
    1065 SUTTER STREET
    SAN FRANCISCO,CA94109
      501(C)(3) PUBLIC CHA IMPROVEMENTS TO ITS SHELTER FOR FAMILIES 10,000
    REBUILDING TOGETHER PENINSULA
    841 KAYNYNE STREET
    REDWOOD CITY,CA94063
      501(C)(3) PUBLIC CHA UPGRADE AND REPLACE PHONE AND VIDEO CONFERENCING SYSTEMS 10,000
    REDWOOD CITY LIBRARY FOUNDATION
    1044 MIDDLEFIELD ROAD
    REDWOOD CITY,CA94063
      501(C)(3) PUBLIC CHA INSTALL NEW MAKERSPACE TO SUPPORT ARTS AND SCIENCES LEARNING AT REDWOOD CITY LIBRARY 30,000
    REDWOOD EMPIRE FOOD BANK
    3990 BRICKWAY BLVD
    SANTA ROSA,CA95403
      501(C)(3) PUBLIC CHA PURCHASE A VEHICLE FOR EXPANSION OF HUNGER RELIEF ACTIVITIES 35,000
    SAFE & SOUND
    1757 WALLER STREET
    SAN FRANCISCO,CA94117
      501(C)(3) PUBLIC CHA REPAIR AND PAINT SAFE & SOUND FAMILY SUPPORT CENTER EXTERIOR 30,000
    SAN FRANCISCO PARKS ALLIANCE
    1074 FOLSOM STREET
    SAN FRANCISCO,CA94103
      501(C)(3) PUBLIC CHA REVITALIZATION OF THE JAPANESE TEA GARDEN 10,000
    SAN FRANCISCO STUDY CENTER
    1663 MISSION ST STE 504
    SAN FRANCISCO,CA94103
      501(C)(3) PUBLIC CHA PURCHASE NEW PHONES AND COMPUTERS FOR THE HOUSING RIGHTS COMMITTEE OF SAN FRANCISCO PROJECT 30,000
    SILICON VALLEY COMMUNITY FOUNDATION
    2440 WEST EL CAMINO REAL SUITE 300
    MOUNTAIN VIEW,CA94040
      501(C)(3) PUBLIC CHA COVID-19 REGIONAL RESPONSE FUND- DESIGNATE SAN MATEO COUNTY 10,000
    SLIDE RANCH
    2025 SHORELINE HIGHWAY
    MUIR BEACH,CA94965
      501(C)(3) PUBLIC CHA REBUILD ON-SITE WORKSHOP, TOOL SHED, AND GARDEN STORAGE FACILITY 25,000
    SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF SONOMA COUNTY
    5671 REDWOOD DRIVE
    ROHNERT PARK,CA94928
      501(C)(3) PUBLIC CHA RENOVATE PERMANENT SUPPORTIVE HOUSING UNIT FOR HOMELESS CLIENTS 49,500
    SONOMA FAMILY MEAL
    PO BOX 14522
    SANTA ROSA,CA95404
      501(C)(3) PUBLIC CHA COVID-19 EMERGENCY RESPONSE GRANT 5,000
    SONOMA LAND TRUST
    822 FIFTH STREET
    SANTA ROSA,CA95404
      501(C)(3) PUBLIC CHA PURCHASE A USED VAN TO TRANSPORT YOUTH PARTICIPANTS TO AND FROM OUTDOOR PROGRAMS 32,000
    STANBRIDGE ACADEMY
    515 EAST POPLAR AVENUE
    SAN MATEO,CA94401
      501(C)(3) PUBLIC CHA RESURFACE AND RECONFIGURE PARKING LOT AT SCHOOL FOR STUDENTS WITH LEARNING DIFFERENCES 40,000
    STERNE SCHOOL
    838 KEARNY STREET
    SAN FRANCISCO,CA94108
      501(C)(3) PUBLIC CHA PURCHASE TECHNOLOGY TO FACILITATE REMOTE LEARNING 20,000
    SUMMER SEARCH
    360 22ND ST SUITE 305
    OAKLAND,CA94612
      501(C)(3) PUBLIC CHA CHROMEBOOKS AND THINKPADS TO SUPPORT SUMMER SEARCHS GRADUATES 9,500
    SUNSET DISTRICT COMMUNITY DEVELOPMENT INC
    3918 JUDAH STREET
    SAN FRANCISCO,CA94122
      501(C)(3) PUBLIC CHA BUILD A MOBILE RECORDING STUDIO 37,000
    TIDES CENTER
    PO BOX 29907
    SAN FRANCISCO,CA94129
      501(C)(3) PUBLIC CHA BUILD OUT NEW HEADQUARTERS IN AN AFFORDABLE HOUSING DEVELOPMENT FOR THE PODER PROJECT 25,000
    TIPPING POINT
    220 MONTGOMERY STREET SUITE 850
    SAN FRANCISCO,CA94104
      501(C)(3) PUBLIC CHA TIPPING POINT COMMUNITY COVID-19 EMERGENCY RESPONSE FUND 10,000
    TRIPS FOR KIDS MARIN
    610 4TH STREET
    SAN RAFAEL,CA94910
      501(C)(3) PUBLIC CHA PURCHASE VAN FOR YOUTH CYCLING PROGRAM 30,000
    VOLUNTEERS IN MEDICINE - SAN FRANCISCO (CLINIC BY THE BAY)
    4877 MISSION STREET
    SAN FRANCISCO,CA94112
      501(C)(3) PUBLIC CHA RENOVATE HISTORIC BUILDING TO HOUSE COMMUNITY-BASED HEALTH CLINIC 45,000
    YOUTH IN ARTS
    917 C STREET
    SAN RAFAEL,CA94901
      501(C)(3) PUBLIC CHA PURCHASE TECHNOLOGY FOR EDUCATORS TO IMPROVE AND DELIVER REMOTE PROGRAMMING 15,000
    YOUTH SPEAKS INC
    1446 MARKET STREET
    SAN FRANCISCO,CA94102
      501(C)(3) PUBLIC CHA SUPPORT BUILD-OUT OF NEW SHARED SPACE AT 2060 FOLSOM STREET 25,000
    YOUTH TRANSPORTATION ORGANIZATION
    57 DOMINICAN DR
    SAN RAFAEL,CA94901
      501(C)(3) PUBLIC CHA PURCHASE INITIAL VAN FOR COMMUNITY VAN SHARE PILOT PROGRAM 48,000
    Total .................................bullet 3a 1,801,850
    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 ...........
        14 176,121  
    4 Dividends and interest from securities....     14 726,516  
    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.....     14 928  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -353,910  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 549,655 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    549,655
    (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

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BOTHIN FOUNDATION
    EIN:
    94-1196182
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS & US TREASURIES 12,285,940 12,285,940

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BOTHIN FOUNDATION
    EIN:
    94-1196182
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS 33,661,178 33,661,178

    TY 2020 LegalFeesSchedule
    Name:
    BOTHIN FOUNDATION
    EIN:
    94-1196182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 207 0   0


    TY 2020 OtherDecreasesSchedule
    Name:
    BOTHIN FOUNDATION
    EIN:
    94-1196182
    Description Amount
    CHANGE IN DEFERRED LIABILITY 66,567


    TY 2020 OtherExpensesSchedule
    Name:
    BOTHIN FOUNDATION
    EIN:
    94-1196182
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 752 150   525
    INSURANCE 3,769 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    BOTHIN FOUNDATION
    EIN:
    94-1196182
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 928 928 928


    TY 2020 OtherIncreasesSchedule
    Name:
    BOTHIN FOUNDATION
    EIN:
    94-1196182
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 4,824,723


    TY 2020 OtherLiabilitiesSchedule
    Name:
    BOTHIN FOUNDATION
    EIN:
    94-1196182
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX LIABILITY 112,000 178,567
    FEDERAL EXCISE TAX PAYABLE 8,243 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BOTHIN FOUNDATION
    EIN:
    94-1196182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES 28,200 16,920   8,460
    BANK AND CUSTODY FEES 53 53   0
    INVESTMENT MANAGER FEES 168,410 168,410   0
    FOUNDATION MANAGEMENT FEES 415,705 41,571   332,564


    TY 2020 TaxesSchedule
    Name:
    BOTHIN FOUNDATION
    EIN:
    94-1196182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 10,734 0   0
    OTHER TAXES 160 0   0