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
THE WILLIAM G IRWIN CHARITY 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

94-6069873
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$117,629,692J 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 931 931  
4 Dividends and interest from securities... 2,533,279 2,533,279  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,971,229
b Gross sales price for all assets on line 6a 18,527,040
7 Capital gain net income (from Part IV, line 2)... 2,971,229
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,505,439 5,505,439  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 8,909 3,564   5,345
b Accounting fees (attach schedule)....... Click to see attachment 25,285 10,114   15,171
c Other professional fees (attach schedule).... Click to see attachment 555,928 371,927   184,001
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 72,107 72,107   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 28,351 28,351   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,331 4,693   10,638
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 705,911 490,756   215,155
25 Contributions, gifts, grants paid....... 5,206,028 5,206,028
26 Total expenses and disbursements. Add lines 24 and 25 5,911,939 490,756   5,421,183
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -406,500
b Net investment income (if negative, enter -0-) 5,014,683
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............. 92,517 20,502 20,502
2 Savings and temporary cash investments......... 1,946,188 15,501,854 15,501,854
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 30,142,600 Click to see attachment1,643,752 1,546,414
b Investments—corporate stock (attach schedule)....... 36,749,095 Click to see attachment59,958,570 92,019,328
c Investments—corporate bonds (attach schedule)....... 17,063,757 Click to see attachment8,471,628 8,522,181
11 Investments—land, buildings, and equipment: basis bullet13,978
Less: accumulated depreciation (attach schedule) bullet   13,978 13,978 13,978
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,756 Click to see attachment5,435 Click to see attachment5,435
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 86,013,891 85,615,719 117,629,692
Liabilities 17 Accounts payable and accrued expenses..........    
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 attachment12,931 Click to see attachment12,931
23 Total liabilities (add lines 17 through 22)......... 12,931 12,931
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........... 86,000,960 85,602,788
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)..... 86,000,960 85,602,788
30 Total liabilities and net assets/fund balances (see instructions). 86,013,891 85,615,719
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
86,000,960
2
Enter amount from Part I, line 27a .....................
2
-406,500
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,328
4
Add lines 1, 2, and 3 ..........................
4
85,602,788
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
85,602,788
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 500000 ANNHUSER-BUSCH INBEV 3% P 2020-02-19 2020-12-16
b 7500 SALESFORCE COM INC P 2020-03-13 2020-09-18
c 500000 AT&T INC. 4.450% P 2015-01-12 2020-06-27
d 500000 AMGEN INC 3.450% P 2014-02-20 2020-03-22
e 10000 APPLE INC P 2013-05-31 2020-09-18
500000 APPLIED MATERIALS IN 4.300% P 2016-03-14 2020-06-27
500000 VR BARCLAYS BANK PLC 4.500% P 2010-07-26 2020-07-28
360000 BECTON DICKINSON 3.250% P 2014-07-15 2020-06-10
140000 BECTON DICKINSON 3.250% P 2014-07-15 2020-09-29
500000 BIO-RAD LABS 4.875% P 2017-09-19 2020-12-15
500000 BROADCOM CRP 2.375% P 2018-09-16 2020-01-15
250000 BURLINGTON NORTHN SA 8.125% P 2010-10-27 2020-04-15
500000 CVS HEALTH CORP 2.800% P 2017-09-20 2020-07-20
500000 CARDINAL HEALTH INC 4.625% P 2017-09-12 2020-06-22
10000 CARRIER GLOBAL CORP P 2001-10-19 2020-05-22
500000 CITIGROUP INC 2.400% P 2016-10-05 2020-02-18
500000 COCA-COLA CO/THE 3.300% P 2019-08-19 2020-09-18
500000 CONSTELLATION ENERGY 5.150% P 2011-01-11 2020-10-02
4272 DUPONT DE NEMOURS INC P 2011-09-09 2020-09-18
500000 EBAY INC 3.250% P 2014-10-18 2020-07-23
500000 EXORESS SCRIPTS HOLD 3.300% P 2016-03-11 2020-03-31
500000 GAP INC/THE 5.950% P 2016-04-21 2020-06-06
20000 GENERAL MILLS INC P 2018-05-25 2020-09-18
500000 HSBC HOLDINGS PLC 2.950% P 2016-08-13 2020-11-24
12355.2 VR IMPAC SECD AS 4.93709% P 2005-03-01 2020-12-25
220000 LOCKHEED MARTIN CORP 3.350% P 2018-06-12 2020-06-16
500000 MILLBRAE CA SCH DIST 5.400% P 2013-06-18 2020-07-01
5000 OTIS WORLDWIDE CORP P 2001-10-19 2020-05-22
10000 RAYTHEON TECHNOLOGIES CORP P 2001-10-19 2020-05-22
500000 SYMANTEC CORP 4.200% P 2016-10-05 2020-09-15
10000 VANGUARD INTL EQUITY INDEX FD ETF P 2013-01-30 2020-05-22
10000 VANGUARD INTL EQUITY INDEX FD ETF P 2013-09-13 2020-05-22
0.76 VIATRIS INC P 2016-04-01 2020-12-02
4342 VIATRIS INC P 2016-04-01 2020-12-16
355000 XEROX CORPORATION 4.500% P 2016-08-03 2020-10-12
145000 XEROX CORPORATION 4.500% P 2016-08-03 2020-12-30
7500 ZUNNER BIOMET HOLDINGS INC P 2006-06-26 2020-09-18
500000 ZIMMER HOLDINGS INC 2.700% P 2018-09-07 2020-04-01
CLASS ACTION SETTLEMENTS 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 528,160   521,830 6,330
b 1,833,877   1,052,310 781,567
c 517,859   547,772 -29,913
d 504,525   522,520 -17,995
e 1,090,244   163,108 927,136
518,924   548,045 -29,121
500,000   497,000 3,000
364,478   375,674 -11,196
140,505   146,096 -5,591
500,000   541,500 -41,500
500,000   495,780 4,220
250,000   327,750 -77,750
500,000   512,055 -12,055
510,080   540,295 -30,215
194,010   47,580 146,430
500,000   508,080 -8,080
514,420   514,735 -315
500,000   494,275 5,725
254,803   213,126 41,677
500,000   511,905 -11,905
511,760   513,575 -1,815
522,676   535,995 -13,319
1,148,431   853,070 295,361
506,695   513,520 -6,825
12,355   12,335 20
229,996   224,382 5,614
500,000   585,885 -85,885
257,744   66,545 191,199
598,162   140,447 457,715
500,000   525,475 -25,475
437,936   471,738 -33,802
437,936   481,481 -43,545
13   10 3
78,395   54,351 24,044
363,765   371,149 -7,384
147,287   151,596 -4,309
1,051,337   475,466 575,871
500,000   497,355 2,645
667     667
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       6,330
b       781,567
c       -29,913
d       -17,995
e       927,136
      -29,121
      3,000
      -11,196
      -5,591
      -41,500
      4,220
      -77,750
      -12,055
      -30,215
      146,430
      -8,080
      -315
      5,725
      41,677
      -11,905
      -1,815
      -13,319
      295,361
      -6,825
      20
      5,614
      -85,885
      191,199
      457,715
      -25,475
      -33,802
      -43,545
      3
      24,044
      -7,384
      -4,309
      575,871
      2,645
      667
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 2,971,229
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 69,704
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 69,704
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 69,704
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 116,931
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 116,931
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 47,227
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet47,227 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTPS://WWW.WILLIAMGIRWINFOUNDATION.ORG
    14
    The books are in care ofbulletPACIFIC FOUNDATION SERVICES 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
    JANE OLDS BOGART TRUSTEE
    5.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    WILLIAM L OLDS III PRESIDENT
    5.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    ANTHONY O ZANZE VICE PRESIDENT, AUDIT COMMITTEE CHAIR
    5.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    JAMES F ZANZE SECRETARY
    5.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    MICHELLE SAUGER TRUSTEE
    5.00     		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
    1919 INVESTMENT COUNSEL LLC INVESTMENT COUNSEL 240,005
    49 STEVENSON STREET SUITE 1075
    SAN FRANCISCO,CA94105
    PACIFIC FOUNDATION SERVICES FOUNDATION MANAGEMENT 230,001
    1660 BUSH STREETSUITE 300
    SAN FRANCISCO,CA94109
    WELLS FARGO ASSET CUSTODIAN 85,922
    464 CALIFORNIA STREET
    SAN FRANCISCO,CA94104
    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
    107,730,668
    b
    Average of monthly cash balances.......................
    1b
    349,830
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    108,080,498
    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
    108,080,498
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,621,207
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    106,459,291
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,322,965
    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
    5,322,965
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    69,704
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    69,704
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,253,261
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,253,261
    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
    5,253,261
    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
    5,421,183
    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
    5,421,183
    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
    5,421,183
    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 5,253,261
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,099,912
    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......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,421,183
    a Applied to 2019, but not more than line 2a 2,099,912
    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..... 3,321,271
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		1,931,990
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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:
    MELISSA MORAZAN SENIOR PROGRAM OFFI
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    (415) 561-6540
    MMORAZAN@PFS-LLC.NET
    bThe form in which applications should be submitted and information and materials they should include:
    1. EXPRESSION OF INTEREST REQUIRES SUMMARY LETTER ONLY. 2. COMPLETE PROPOSAL: INCLUDING CURRENT FINANCIAL STATEMENTS AND BUDGET; LIST OF OFFICERS, DIRECTORS AND/OR TRUSTEES; COPIES OF FEDERAL AND STATE TAX EXEMPTION LETTERS; AND COMPLETE JUSTIFICATION FOR REQUEST, HISTORY OF ORGANIZATION, AND A DESCRIPTION OF ITS ACTIVITIES. 3. APPLICATION INFORMATION, GO TO WWW.WILLIAMGIRWINFOUNDATION.ORG
    cAny submission deadlines:
    APPROXIMATELY 4 TO 6 WEEKS PRIOR TO MEETING DATE. MEETINGS ARE HELD APPROXIMATELY EVERY 3 MONTHS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    1. GRANTS ARE RESTRICTED TO CHARITABLE USES IN THE STATES OF CALIFORNIA AND HAWAII. 2. IT IS NOT A FOUNDATION POLICY TO APPROVE GRANTS FOR INDIVIDUALS OR SCHOLARSHIPS. 3. A WAITING PERIOD OF TWELVE (12) MONTHS IS REQUIRED BETWEEN PROPOSAL SUBMISSIONS.
    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
    ALOHA UNITED WAY INC
    200 N VINEYARD BLVD SUITE 700
    HONOLULU,HI96817     		  PC ANNUAL GRANT - GENERAL OPERATING SUPPORT 55,000
    CANAL ALLIANCE
    91 LARKSPUR ST
    SAN RAFAEL,CA94901     		  PC TO SUPPORT THE PURCHASE OF CLASSROOM FURNISHINGS AND TECHNOLOGY FOR THE UNIVERSITY PREP! PROGRAM 98,684
    CANDID
    32 OLD SLIP 24TH FLOOR
    NEW YORK,NY10005     		  PC ANNUAL GRANT - GENERAL OPERATING SUPPORT 5,000
    CATE SCHOOL
    1960 CATE MESA RD
    CARPINTERIA,CA93013     		  PC OUTDOOR AMPHITHEATER 100,000
    CONSERVATION CORPS NORTH BAY INC
    365 BLODGETT ST
    COTATI,CA94931     		  PC TO SUPPORT THE COMPLETE CRITICAL BUILDING RENOVATIONS AND GREENING AT THREE JOB TRAINING FACILITIES 75,000
    COVENANT HOUSE CALIFORNIA
    200 HARRISON ST
    OAKLAND,CA94607     		  PC CREATING ENGAGEMENT, FELLOWSHIP, AND PROGRAMMATIC SUCCESS IN A SHELTER KITCHEN 200,000
    EARLE BAUM CENTER OF THE BLIND INC
    4539 OCCIDENTAL RD
    SANTA ROSA,CA95401     		  PC EMERGENCY GENERATOR PURCHASE PROJECT 26,570
    FAMILY BRIDGES INC
    168 11TH ST
    OAKLAND,CA94607     		  PC CAPITAL CAMPAIGN FOR CHILD CARE SERVICES 50,000
    FOOD BANK OF CONTRA COSTA AND SOLANO
    2370 N WATNEY WAY
    FAIRFIELD,CA94533     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    FOOD BANK OF CONTRA COSTA AND SOLANO
    2370 N WATNEY WAY
    FAIRFIELD,CA94533     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    FOOD BANK OF CONTRA COSTA AND SOLANO
    2370 N WATNEY WAY
    FAIRFIELD,CA94533     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    FOOD BANK OF CONTRA COSTA AND SOLANO
    2370 N WATNEY WAY
    FAIRFIELD,CA94533     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    FORGET ME NOT CHILDRENS SERVICES
    5345 HIGHWAY 12 WEST
    SANTA ROSA,CA95407     		  PC VAN REPLACEMENT PROJECT 44,420
    FRIENDS OF SAN FRANCISCO ANIMAL CARE & CONTROL
    1419 BRYANT ST
    SAN FRANCISCO,CA94103     		  PC OPEN DOORS. OPEN ARMS. THE CAMPAIGN FOR A BRIGHTER FUTURE FOR SAN FRANCISCO'S ANIMALS 50,000
    HABITAT FOR HUMANITY HAWAI'I ISLAND INC
    73-4161 ULU WINI PL
    KAILUAKONA,HI96740     		  PC FORKLIFTS FOR AFFORDABLE HOMES 25,000
    HEARING AND SPEECH CENTER OF NORTHERN CALIFORNIA
    1234 DIVISADERO ST
    SAN FRANCISCO,CA94115     		  PC INFANT, CHILDREN, AND ADULT AUDIOLOGY EQUIPMENT IMPROVEMENT 50,000
    HOOLA NA PUA
    PO BOX 22551
    HONOLULU,HI96823     		  PC PEARL HAVEN RENOVATION PROJECT 100,000
    HUMBOLDT SENIOR RESOURCE CENTER INC
    1910 CALIFORNIA ST
    EUREKA,CA95501     		  PC TO PURCHASE A NEW BOILER FOR THE HEADQUARTERS' BUILDING 66,354
    JESUIT RETREAT CENTER OF LOS ALTOS
    300 MANRESA WAY
    LOS ALTOS,CA94022     		  PC TO SUPPORT THE REPAIRS IN LOYOLA HALL 25,000
    KA LIMA O MAUI LTD
    95 MAHALANI ST 19B
    WAILUKU,HI96793     		  PC THE NEW KA LIMA O MAUI CENTER OF OPERATIONS 100,000
    LA CASA DE LAS MADRES
    1269 HOWARD ST
    SAN FRANCISCO,CA94103     		  PC CAPITAL IMPROVEMENTS FOR DROP-IN COUNSELING CENTER 26,000
    LICK-WILMERDING HIGH SCHOOL
    755 OCEAN AVE
    SAN FRANCISCO,CA94112     		  PC MAKE THE FUTURE CAPITAL CAMPAIGN 100,000
    LIFEHOUSE INC
    3835 ELM ST
    DENVER,CO80207     		  PC TO SUPPORT THE COMPLETE CONSTRUCTION OF AN OFFICE BUILDING IN SAN RAFAEL, CA 175,000
    MARIN CATHOLIC HIGH SCHOOL
    675 SIR FRANCIS DRAKE BLVD
    KENTFIELD,CA94904     		  NC RENOVATION OF MARIN CATHOLIC'S ST. ANSELM HALL 100,000
    MARIN SENIOR COORDINATING COUNCIL INC (WHISTLESTOP)
    15 JORDAN ST
    SAN RAFAEL,CA94901     		  PC CAPITAL CAMPAIGN 300,000
    MERCED COUNTY FOOD BANK
    2000 W OLIVE AVE
    MERCED,CA95348     		  PC EMERGENCY FOOD STORAGE WAREHOUSE UPGRADE TO CONTINUE FEEDING CALIFORNIA'S HUNGRY 56,750
    MOUNT ST JOSEPH - ST ELIZABETH (EPIPHANY CENTER)
    100 MASONIC AVE
    SAN FRANCISCO,CA94118     		  PC TO SUPPORT THE PURCHASE OF TWO NEW HYDRONIC BOILERS 250,000
    POMEROY RECREATION AND REHABILITATION CENTER
    207 SKYLINE BLVD
    SAN FRANCISCO,CA94132     		  PC HERBST THERAPEUTIC POOL RESURFACING AND RENOVATION OF WOMEN'S CHANGING ROOM 75,000
    SALESIAN COLLEGE PREPARATORY
    2851 SALESIAN AVE
    RICHMOND,CA94804     		  PC SCHOOL WIDE TECHNOLOGY EXPANSION 196,650
    SAN FRANCISCO BALLET ASSOCIATION
    455 FRANKLIN ST
    SAN FRANCISCO,CA94102     		  PC ANNUAL GRANT 40,000
    SAN FRANCISCO FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    SAN FRANCISCO FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    SAN FRANCISCO FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    SAN FRANCISCO FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    SAN FRANCISCO OPERA ASSOCIATION
    301 VAN NESS AVE
    SAN FRANCISCO,CA94102     		  PC ANNUAL GRANT 40,000
    SAN FRANCISCO PARKS ALLIANCE
    1074 FOLSOM ST
    SAN FRANCISCO,CA94103     		  PC JAPANESE TEA GARDEN REVITALIZATION CAMPAIGN 50,000
    SAN FRANCISCO SYMPHONY
    201 VAN NESS AVE
    SAN FRANCISCO,CA94102     		  PC ANNUAL GRANT 40,000
    SANTA ROSA COMMUNITY HEALTH CENTERS
    3569 ROUND BARN CIRCLE
    SANTA ROSA,CA95403     		  PC TO SUPPORT THE REBUILD OF SANTA ROSA COMMUNITY HEALTH'S LARGEST HEALTH CENTER THE VISTA CAMPUS 150,000
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVE
    SAN JOSE,CA95125     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVE
    SAN JOSE,CA95125     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVE
    SAN JOSE,CA95125     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVE
    SAN JOSE,CA95125     		  PC SPECIAL GRANT - EMERGENCY RESPONSE 50,000
    SLS
    1335 SUTTER ST
    SAN FRANCISCO,CA94109     		  PC TO SUPPORT ASSISTANCE FOR REPAYMENT OF A PORTION OF THE MORTGAGE DEBT RAISED IN 2012-2014 200,000
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		  PC ANNUAL GRANT - GENERAL SUPPORT TO ST. ANTHONY'S DINING ROOM 65,000
    ST ANTHONY FOUNDATION
    150 GOLDEN GATE AVE
    SAN FRANCISCO,CA94102     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    ST RAPHAELS PARISH CHURCH (ST RAPHAEL SCHOOL)
    1100 5TH AVE
    SAN RAFAEL,CA94901     		  NC SCHOOL YARD TURF REPLACEMENT 45,600
    STANFORD UNIVERSITY SCHOOL OF MEDICINE
    291 CAMPUS DRIVE RM LK3C02
    STANFORD,CA94305     		  NC ACQUISITION OF SCREENING CRYO-ELECTRON MICROSCOPE 250,000
    THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
    7900 EDGEWATER DR
    OAKLAND,CA94621     		  PC TO SUPPORT A BACK-UP GENERATOR 60,000
    THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
    7900 EDGEWATER DR
    OAKLAND,CA94621     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
    7900 EDGEWATER DR
    OAKLAND,CA94621     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
    7900 EDGEWATER DR
    OAKLAND,CA94621     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
    7900 EDGEWATER DR
    OAKLAND,CA94621     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    THE CAREY SCHOOL
    ONE CAREY SCHOOL LN
    SAN MATEO,CA94403     		  PC EXPANDING POSSIBILITIES CAMPAIGN 100,000
    THE COLLEGE PREPARATORY SCHOOL
    6100 BROADWAY
    OAKLAND,CA94618     		  PC THE HILL PROJECT 250,000
    THE MARINE MAMMAL CENTER
    2000 BUNKER RD FORT CRONKHITE
    SAUSALITO,CA94965     		  PC THE MARINE MAMMAL CENTER SPACE RENOVATION AND MAXIMIZATION PROJECT 150,000
    THE REDWOODS - A COMMUNITY OF SENIORS
    40 CAMINO ALTO
    MILL VALLEY,CA94941     		  PC HOSPICE CENTER 200,000
    THE SALVATION ARMY A CALIFORNIA CORPORATION
    832 FOLSOM ST
    SAN FRANCISCO,CA94107     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    THE SALVATION ARMY A CALIFORNIA CORPORATION
    832 FOLSOM ST
    SAN FRANCISCO,CA94107     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    THE SALVATION ARMY A CALIFORNIA CORPORATION
    832 FOLSOM ST
    SAN FRANCISCO,CA94107     		  PC ANNUAL GRANT - GENERAL OPERATING SUPPORT 65,000
    THE SALVATION ARMY A CALIFORNIA CORPORATION
    832 FOLSOM ST
    SAN FRANCISCO,CA94107     		  PC SPECIAL FUNDING - EMERGENCY RESPONSE 50,000
    Total .................................bullet 3a 5,206,028
    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 ...........     		    14 931  
    4 Dividends and interest from securities....     14 2,533,279  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,971,229  
    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 5,505,439 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,505,439
    (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 AccountingFeesSchedule
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 25,285 10,114   15,171

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T INC 3.900% 03/11/2024 550,010 548,450
    BANK OF NOVA SCOTIA 2.8% 7/21/2021 507,415 506,890
    BLACKROCK INC 3.375% 6/01/22 208,817 208,676
    GENERAL DYNAMICS CORP 3.875% 7/15/21 539,370 505,070
    GOLDMAN SACHS GROUP INC 3.625% 01/22/2023 534,860 533,565
    INTEL CORP 3.100% 07/29/2022 206,752 209,214
    JPMORGAN CHASE & CO 3.200% 01/25/2023 533,880 529,305
    LABORATORY CORP OF AMER 3.200% 2/1/22 511,775 514,880
    LOCKHEED MARTIN CORP 3.35% 9/15/2021 280,983 283,841
    MOLSON COORS BREWING CO 3.500% 5/01/22 508,830 519,925
    MORGAN STANLEY 4.875% 11/01/22 551,700 538,750
    PFIZER INC 2.7% 3/11/2022 510,325 515,015
    ROPER TECHNOLOGIES INC 2.8% 12/15/2021 493,830 510,615
    SAN DIEGO G&E 3.000% 8/15/2021 507,710 508,235
    UNITEDHEALTH GROUP INC 4.7% 2/15/2021 518,061 501,550
    VIACOM INC 4.250 9/01/23 517,650 544,340
    WALGREEN CO 3.100% 9/15/22 989,660 1,043,860

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 368,170 873,950
    ABBOTT LABS 414,559 1,970,820
    ABBVIE INC 374,502 1,607,250
    ADOBE INC 689,207 725,174
    AIR PRODUCTS AND CHEMICALS 435,962 2,185,760
    ALERIAN MLP ETF 1,367,591 833,950
    ALPHABET INC CLASS A 281,223 2,190,800
    ALPHABET INC CLASS C 280,228 2,195,106
    APPLE INC 163,108 1,326,900
    ARISTA NETWORKS INC 486,137 2,179,275
    AT&T INC 1,094,333 1,064,120
    BERKSHIRE HATHAWAY INC DEL 424,005 1,739,075
    BIOMARIN PHARMACEUTICAL INC 745,474 789,210
    BROADCOM INC 1,454,322 2,189,250
    CATERPILLAR INC 213,682 1,274,140
    CHEVRON CORP 364,151 1,266,750
    CHUBB LIMITED 890,634 908,128
    COMCAST CORP CLASS A 339,675 1,834,000
    CVS HEALTH CORP 1,109,682 1,024,500
    DOW INC 593,770 1,387,500
    DU PONT E I DE NEMOURS & CO 50 71
    EBAY INC 632,554 623,100
    EMERSON ELECTRIC CO 1,085,979 1,117,143
    ESCROW GM CORP SR 1,123,015 0
    EXXON MOBIL CORP 2,251,422 1,236,600
    FACEBOOK INC 715,499 710,216
    FORTINET INC 718,905 861,474
    GENERAL MOTORS CO (GM) 809,172 872,899
    GILEAD SCIENCES INC 1,074,484 1,042,854
    HAIN CELESTIAL GROUP 881,073 903,375
    INTEL CORPORATION 501,995 1,245,500
    ISHARES EMERGING MARKETS DIVIDEND ETF 593,910 558,450
    ISHARES INTERNATIONAL SELECT DIVIDEND ETF 492,870 442,050
    ISHARES NASDAQ BIOTECHNOLOGY ETF 1,360,457 2,272,350
    JOHNSON & JOHNSON 639,652 1,573,800
    JPMORGAN CHASE & CO 689,550 1,906,050
    LEGGETT & PLATT INC 755,930 1,107,500
    MICROSOFT CORP 1,074,365 1,668,150
    MOHAWK INDS INC COM 765,576 845,700
    MOTORS LIQ CO GUC TR 0 2,728
    NOVARTIS AG - ADR 1,264,753 1,888,600
    NUTRIEN LTD 589,768 674,240
    PALO ALTO NETWORKS INC 715,885 888,475
    PEPSICO INC. 525,851 1,483,000
    PFIZER INC 990,756 1,288,350
    PHILIP MORRIS INTERNATIONAL IN 1,845,833 1,862,775
    PROCTER & GAMBLE CO 29,535 1,669,680
    ROYAL DUTCH SHELL PLC 637,648 790,650
    SAP SE 822,347 1,303,900
    SCHWAB CHARLES CORP NEW 1,088,308 1,856,400
    SIMON PROPERTY GROUP INC 842,668 852,800
    SPDR S&P EMERGING MARKETS DIV ETF 994,770 833,100
    TEXAS INSTRUMENTS INC 846,740 1,395,105
    TJX COMPANIES INC 666,911 730,703
    TOTAL S.A. ADR 1,727,740 1,257,300
    UNION PACIFIC CORP 841,557 874,524
    VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF 1,677,065 1,925,072
    VANGUARD FTSE EMERGING MARKETS ETF 855,011 1,002,200
    VANGUARD MIDCAP VIPER 4,821,974 5,706,852
    VANGUARD REAL ESTATE ETF 1,751,497 2,123,250
    VANGUARD SMALL CAP VIPER 3,769,044 4,730,724
    VERIZON COMMUNICATIONS 1,987,518 2,643,750
    VISA INC-CLASS A SHRS 423,624 1,968,570
    WALT DISNEY CO 1,972,085 2,717,700
    WELLS FARGO & CO 12,809 995,940

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    US Government Securities - End of Year Book Value:

    55,951
    US Government Securities - End of Year Fair Market Value:

    56,331
    State & Local Government Securities - End of Year Book Value:


    1,587,801
    State & Local Government Securities - End of Year Fair Market Value:


    1,490,083


    TY 2020 LegalFeesSchedule
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 8,909 3,564   5,345


    TY 2020 OtherAssetsSchedule
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PURCHASED INTEREST 5,756 5,435 5,435


    TY 2020 OtherExpensesSchedule
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 11,733 4,693   7,040
    MAINTENANCE - PAUL I. FAGAN MEMORIAL PARK 3,598 0   3,598


    TY 2020 OtherIncreasesSchedule
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    Description Amount
    NONDIVIDEND DISTRIBUTIONS 8,328


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    Description Beginning of Year - Book Value End of Year - Book Value
    SUBTENANT DEPOSIT 12,931 12,931


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 325,927 325,927   0
    FOUNDATION MANAGEMENT 230,001 46,000   184,001


    TY 2020 TaxesSchedule
    Name:
    THE WILLIAM G IRWIN CHARITY FOUNDATION
    EIN:
    94-6069873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 0 0   0
    FOREIGN TAX PAID 71,525 71,525   0
    STATE TAX AND FILING FEES 582 582   0