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
ARMANINO FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)12657 ALCOSTA BLVD NO 500
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN RAMON, CA94583
A Employer identification number

81-2649898
B Telephone number (see instructions)

(925) 790-2839
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$428,341
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) 413,410
2 Check bullet.............
3 Interest on savings and temporary cash investments 177 177  
4 Dividends and interest from securities... 354 354  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
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)....... 76 0  
12 Total. Add lines 1 through 11........ 414,017 531  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 85 0   85
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 7,825 0   7,825
23 Other expenses (attach schedule)....... 20,592 550   19,910
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,502 550   27,820
25 Contributions, gifts, grants paid....... 219,519 219,769
26 Total expenses and disbursements. Add lines 24 and 25 248,021 550   247,589
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 165,996
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 261,739 428,341 428,341
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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) 261,739 428,341 428,341
Liabilities 17 Accounts payable and accrued expenses.......... 1,647  
18 Grants payable................. 250  
19 Deferred revenue................. 1,550  
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 3,447 0
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........... 258,292 428,341
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)..... 258,292 428,341
30 Total liabilities and net assets/fund balances (see instructions). 261,739 428,341
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
258,292
2
Enter amount from Part I, line 27a .....................
2
165,996
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,053
4
Add lines 1, 2, and 3 ..........................
4
428,341
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
428,341
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
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 0
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 0
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 0
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
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 0
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTPS://ARMANINOFOUNDATION.ORG/
    14
    The books are in care ofbulletCHRIS SIEGFRIED Telephone no.bullet (925) 790-2839

    Located atbullet12657 ALCOSTA BLVD NO 500SAN RAMONCA ZIP+4bullet94583
    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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KEN TEASDALE BOARD CHAIR
    1.00
    0 0 0
    12657 ALCOSTA BLVD STE 500
    SAN RAMON,CA94583
    MARY TRESSEL EXECUTIVE DIRECTOR/TREASURER
    40.00
    0 0 0
    12657 ALCOSTA BLVD STE 500
    SAN RAMON,CA94583
    ASTINE ALAVERDYAN SECRETARY
    1.00
    0 0 0
    12657 ALCOSTA BLVD STE 500
    SAN RAMON,CA94583
    CHRIS CARLBERG BOARD MEMBER
    1.00
    0 0 0
    12657 ALCOSTA BLVD STE 500
    SAN RAMON,CA94583
    ANDREW J ARMANINO BOARD MEMBER
    1.00
    0 0 0
    12657 ALCOSTA BLVD STE 500
    SAN RAMON,CA94583
    KATY BROWN BOARD MEMBER
    1.00
    0 0 0
    12657 ALCOSTA BLVD STE 500
    SAN RAMON,CA94583
    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
    NONE
    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 BEYOND ITS FOCUS ON CHARITABLE GIVING, THE ARMANINO FOUNDATION ORGANIZES VOLUNTEER VACATIONS. VOLUNTEER VACATIONS TAKE THE CONCEPT OF THE FIRM'S GREAT GIVE EVENT BEYOND A SINGLE DAY AND EXTEND OUR COMMUNITY-BUILDING GOODWILL ACROSS THE GLOBE AND FOR A LONGER PERIOD OF TIME (FOR EXAMPLE, 3-7 DAYS AT A TIME). THE ARMANINO FOUNDATION RECOGNIZES THAT MANY OF OUR TEAM MEMBERS ARE LOOKING FOR ALTERNATIVE WAYS TO GIVE BACK LOCALLY AND GLOBALLY. THIS UNIQUE PROGRAM IS OPEN TO ALL EMPLOYEES AND PARTNERS, AS WELL AS THEIR FAMILY AND FRIENDS, IN ALL OFFICES AND REMOTE LOCATIONS. ARMANINO FOUNDATION TEAM MEMBERS HAVE COMPLETED VOLUNTEER VACATIONS IN DALLAS, TX; CATALINA ISLAND, CA; MAUI, HI; ORLANDO, FL; HOUSTON, TX; PORTLAND, OR; AND CHIANG-MAI, THAILAND. 16,615
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    362,152
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    362,152
    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
    362,152
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    5,432
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    356,720
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    17,836
    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
    17,836
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    17,836
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    17,836
    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
    17,836
    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
    247,589
    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
    247,589
    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
    247,589
    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 17,836
    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...... 209,540
    d From 2018...... 137,488
    e From 2019...... 212,047
    fTotal of lines 3a through e........ 559,075
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 247,589
    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..... 17,836
    e Remaining amount distributed out of corpus 229,753
    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 5 788,828
    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 ......
    788,828
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 209,540
    c Excess from 2018.... 137,488
    d Excess from 2019.... 212,047
    e Excess from 2020.... 229,753
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACHIEVEMENT HOUSE
    1434 CHESTNUT STREET
    PASO ROBLES,CA93446
    N/A PC HEALTH & SOCIAL SERVICES 500
    ADVANCEMENT PROJECT
    1220 L STREET NW SUITE 850
    WASHINGTON,DC20005
    N/A PC RACIAL JUSTICE 1,000
    ALZHEIMER'S ASSOCIATION OF NORTHERN CA AND NORTHERN NV
    2290 NORTH 1ST STREET SUITE 101
    SAN JOSE,CA95131
    N/A PC HEALTH & SOCIAL SERVICES 500
    AMERICAN CAREER COLLEGE EDUCATION FOUNDATION
    151 INNOVATION DRIVE
    IRVINE,CA92617
    N/A PC EDUCATION AND THE ARTS 3,000
    AMERICAN LUNG ASSOCIATION
    55 WEST WACKER DRIVE SUITE 1150
    CHICAGO,IL60601
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    ARMENIA FUND
    111 NORTH JACKSON STREET 205
    GLENDALE,CA91206
    N/A PC HEALTH & SOCIAL SERVICES 2,000
    AUSTRALIAN RED CROSS
    23-47 VILLIERS STREET
    NORTH MELBOURNE,VICTORIA3051
    AS
    N/A FOREIGN CHARITY ANIMAL WELFARE / FIRE RELIEF 5,000
    AUTISM SOCIETY OF TREASURE VALLEY
    PO BOX 44831
    BOISE,ID83711
    N/A PC HEALTH & SOCIAL SERVICES 500
    BC CANCER FOUNDATION
    150-686 W BROADWAY
    VANCOUVER,BRITISH COLUMBIAV5Z1G1
    CA
    N/A FOREIGN CHARITY HEALTH & SOCIAL SERVICES 1,000
    BC WOMEN'S HEALTH FOUNDATION
    D310-4500 OAK ST
    VANCOUVER,BRITISH COLUMBIAV6H 3N1
    CA
    N/A FOREIGN CHARITY HEALTH & SOCIAL SERVICES 3,500
    BENETECH
    480 CALIFORNIA AVENUE SUITE 201
    PALO ALTO,CA94301
    N/A PC EDUCATION 500
    BLUE STAR MOM'S CARE PACKAGE PROJECT
    PO BOX 2537
    SAN RAMON,CA94583
    N/A PC HEALTH & SOCIAL SERVICES 250
    CABRITO HOUSE FOUNDATION
    7522 REMMET AVENUE
    LOS ANGELES,CA91303
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    CALIFORNIA COMMUNITY FOUNDATION WILDFIRE RELIEF FUND
    221 SOUTH FIGUEROA STREET 400
    LOS ANGELES,CA90012
    N/A PC HEALTH & SOCIAL SERVICES 3,750
    CALIFORNIA FIRE FOUNDATION - CALIFORNIA FIREFIGHTERS BENEVOLENT FUND
    1780 CREEKSIDE OAKS DRIVE
    SACRAMENTO,CA95833
    N/A PC HEALTH & SOCIAL SERVICES 3,750
    CAMPHILL COMMUNITIES FOUNDATION
    3920 FAIRWAY DRIVE
    SOQUEL,CA95073
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    CHILDREN'S HOSPITAL OF ORANGE COUNTY
    1201 WEST LA VETA AVENUE
    ORANGE,CA92868
    N/A PC HEALTH & SOCIAL SERVICES 3,000
    CHILDREN'S RESOURCE NETWORK OF THE CENTRAL COAST
    PO BOX 454
    PISMO BEACH,CA93448
    N/A PC HEALTH & SOCIAL SERVICES 500
    COALITION FOR HUMANE IMMIGRANT RIGHTS
    2533 WEST 3RD STREET SUITE 101
    LOS ANGELES,CA90057
    N/A PC RACIAL JUSTICE 500
    COLOR OF CHANGE EDUCATION FUND
    1714 FRANKLIN STREET SUITE 100-136
    OAKLAND,CA94612
    N/A PC RACIAL JUSTICE 5,000
    COMPASSION WITHOUT BORDERS
    1130 BUTLER AVENUE
    SANTA ROSA,CA95407
    N/A PC ANIMAL WELFARE 1,000
    COUNCIL ON AGING
    2 EXECUTIVE CIRCLE SMILEMAKERS
    IRVINE,CA92614
    N/A PC HEALTH & SOCIAL SERVICES 2,825
    COURTNEY'S SAFE PLACE
    3325 SILVERSTONE DRIVE
    PLANO,TX75023
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    DALLAS CHILDREN'S THEATER
    SANDRA ROBERTSON ROSEWOOD CENTER
    DALLAS,CA75231
    N/A PC EDUCATION & THE ARTS 1,000
    DEGREES OF CHANGE
    1102 COMMERCE ST SUITE 400
    TACOMA,WA98402
    N/A PC EDUCATION 2,000
    DENVER HEALTH FOUNDATION
    601 BROADWAY MC 0111
    DENVER,CO80203
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    EAST BAY SPCA
    8323 BALDWIN ST
    OAKLAND,CA94621
    N/A PC ANIMAL WELFARE 500
    EAST LAKE PET ORPHANAGE
    10101 EAST NORTHWEST HIGHWAY
    DALLAS,TX75238
    N/A PC ANIMAL WELFARE 1,180
    FAITH FIRST
    12657 ALCOSTA BOULEVARD SUITE 400
    SAN RAMON,CA94583
    N/A PC RACIAL JUSTICE 5,000
    FAMILIES FORWARD
    8 THOMAS
    IRVINE,CA92618
    N/A PC HEALTH & SOCIAL SERVICES 2,000
    FAMILY EQUALITY
    475 PARK AVENUE SOUTH SUITE 2100
    NEW YORK,NY10016
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    FAMILY GIVING TREE BACK PACK DRIVE
    606 VALLEY WAY
    MILPITAS,CA95035
    N/A PC HEALTH & SOCIAL SERVICES 500
    FAMILY PATHS INC
    1727 MARTIN LUTHER KING JR WAY UNIT
    109
    OAKLAND,CA94612
    N/A PC HEALTH & SOCIAL SERVICES 3,020
    FEED THE FRONT LINE
    4131 ALBANS ROAD
    HOUSTON,TX77005
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY
    1180 KENDALL ROAD
    SAN LUIS OBISPO,CA93401
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    FOOD BANK OF CONTRA COSTA
    4010 NELSON AVENUE
    CONCORD,CA94520
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    GATEWAY SCHOOL
    225 SWIFT STREET
    SANTA CRUZ,CA95060
    N/A PC EDUCATION & THE ARTS 2,500
    GOLDEN GATE NATIONAL PARKS CONSERVANCY
    STRATEGIC PHILANTHROPY
    SAN FRANCISCO,CA94123
    N/A PC SUSTAINABILITY 2,500
    GREATER VANCOUVER FOOD BANK SOCIETY
    8345 WINSTON STREET
    BURNABY,BRITISH COLUMBIA2H3
    CA
    N/A FOREIGN CHARITY HEALTH & SOCIAL SERVICES 1,500
    GREEN HARVEST FOOD PANTRY
    25448 RUFF STREET
    PLAINFIELD,IL60585
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    GRID ALTERNATIVES
    1171 OCEAN AVE
    OAKLAND,CA94608
    N/A PC SUSTAINABILITY 600
    HEAL THE BAY
    1444 9TH STREET
    SANTA MONICA,CA90401
    N/A PC SUSTAINABILITY 500
    HOPE FOR PAWS
    8950 WEST OLYMPIC BOULEVARD 525
    LOS ANGELES,CA90211
    N/A PC ANIMAL WELFARE 680
    HUMAN SOCIETY OF VENTURA COUNTRY
    PO BOX 297
    OJAI,CA93023
    N/A PC ANIMAL WELFARE 1,000
    HUNGER FREE COLORADO
    1355 S COLORADO BLVD
    DENVER,CO80222
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    IMMIGRANT LEGAL RESOURCE CENTER
    1458 HOWARD STREET
    SAN FRANCISCO,CA94103
    N/A PC RACIAL JUSTICE 1,000
    INFORMATION TECHNOLOGY DISASTER RESOURCE CENTER
    PO BOX 79146
    FORT WORTH,TX761790146
    N/A PC HEALTH & SOCIAL SERVICES 3,750
    JOHN MUIR HEALTH FOUNDATION
    1400 TREAT BOULEVARD
    WALNUT CREEK,CA94597
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
    3003 OAK ROAD
    WALNUT CREEK,CA94597
    N/A PC EDUCATION & THE ARTS 1,350
    JW HOUSE
    3850 HOMESTEAD ROAD
    SANTA CLARA,CA95051
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    KUSC
    PO BOX 7913
    LOS ANGELES,CA90007
    N/A PC THE ARTS 500
    LATINO COMMUNITY FOUNDATION
    235 MONTGOMERY STREET SUITE 1160
    SAN FRANCISCO,CA94104
    N/A PC HEALTH & SOCIAL SERVICES 3,750
    LEILANI FARMS SANCTUARY
    26 EAST KUIAHA ROAD
    HAIKUPAUWELA,HI96708
    N/A PC ANIMAL WELFARE 2,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 EAST 41ST STREET
    VERNON,CA90058
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    LOVE ON 4 PAWS INC
    4005 VIA VICO
    RANCHO PALOS VERDES,CA90275
    N/A PC ANIMAL WELFARE 1,000
    MARTIN LUTHER KING JR COMMUNITY HEALTH FOUNDATION
    1680 E 120TH ST ADMINISTRATION
    LOS ANGELES,CA90059
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    MATH COUNTS
    1420 KING STREET
    ALEXANDRIA,VA22314
    N/A PC EDUCATION 500
    MEANINGFUL LIFE GHANA
    PO BOX 6321
    VALLEJO,CA94591
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    MEDSHARE
    2937 ALVARADO STREET
    SAN LEANDRO,CA94577
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    MERISTEM INC
    9200 FAIR OAKS BOULEVARD
    FAIR OAKS,CA95628
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    MOVEMBER FOUNDATION
    PO BOX 1595
    CULVER CITY,CA90232
    N/A PC HEALTH & SOCIAL SERVICES 335
    MY SISTER'S PANTRY FOOD AND CLOTHING BANK
    621 TACOMA AVENUE SOUTH
    TACOMA,WA98402
    N/A PC HEALTH & SOCIAL SERVICES 500
    NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS - DALLAS CHAPTER
    PO BOX 130773
    DALLAS,TX75313
    N/A PC RACIAL JUSTICE 1,000
    NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS
    7474 GREENWAY DRIVE
    GREENBELT,MD20770
    N/A PC RACIAL JUSTICE 1,000
    NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS - SEATTLE CHAPTER
    PO BOX 18105
    SEATTLE,WA98118
    N/A PC RACIAL JUSTICE 1,000
    NORTH TEXAS FOOD BANK
    3677 MAPLESHADE LANE
    PLANO,TX75075
    N/A PC HEALTH & SOCIAL SERVICES 2,500
    NORTH VALLEY COMMUNITY FOUNDATION
    1811 CONCORD AVENUE SUITE 220
    CHICO,CA95928
    N/A PC HEALTH & SOCIAL SERVICES 3,750
    NORTHWEST HARVEST
    PO BOX 12272
    SEATTLE,WA98102
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    NUESTRO PEQUENOS HERMANOS
    5110 NORTH 40TH STREET SUITE 100
    PHOENIX,AZ85018
    N/A PC HEALTH & SOCIAL SERVICES 2,500
    OAK FARM MONTESSORI SCHOOL
    502 LEMPER ROAD
    AVILLA,IN46710
    N/A PC EDUCATION & THE ARTS 500
    OPERATION GRATITUDE
    9409 OWENSMOUTH AVENUE
    LOS ANGELES,CA91311
    N/A PC HEALTH & SOCIAL SERVICES 250
    ORANGE COUNTY FOOD BANK
    11870 MONARCH STREET
    GARDEN GROVE,CA92841
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    OUR HOUSE
    1663 SAWTELLE BLVD SUITE 300
    LOS ANGELES,CA90025
    N/A PC HEALTH & SOCIAL SERVICES 2,500
    PEDROZZI FOUNDATION
    1141 CATALINA DRIVE 170
    LIVERMORE,CA94550
    N/A PF EDUCATION & THE ARTS 1,000
    PENINSULA HEALTH CARE DISTRICT COVID-19 RELIEF FUND
    1819 TROUSDALE DRIVE
    BURLINGAME,CA94010
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    SABAN COMMUNITY CLINIC
    8405 BEVERLY BOULEVARD
    LOS ANGELES,CA90048
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    SAIN ALPHONSUS FOUNDATION
    1055 NORTH CURTIS ROAD
    BOISE,ID83706
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    SAN FRANCISCO MARIN COUNTY FOOD BANK
    900 PENNSYLVANIA AVENUE
    SAN FRANCISCO,CA94107
    N/A PC HEALTH & SOCIAL SERVICES 2,500
    SAN FRANCISCO SPCA
    201 ALABAMA ST
    SAN FRANCISCO,CA94103
    N/A PC ANIMAL WELFARE 1,680
    SAN RAMON ARTS FOUNDATION
    PO BOX 403
    SAN RAMON,CA94583
    N/A PC EDUCATION & THE ARTS 1,000
    SANTE DOR FOUNDATION ADOPTION CENTER
    3165 LOS FELIZ BOULEVARD
    LOS ANGELES,CA90039
    N/A PC ANIMAL WELFARE 1,000
    SECOND HARVEST OF SILICON VALLEY
    4001 NORTH 1ST STREET
    SAN JOSE,CA95134
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    SHELTER INC
    PO BOX 5368
    CONCORD,CA94524
    N/A PC HEALTH & SOCIAL SERVICES 500
    SMITHSONIAN INSTITUTION NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY & CULTU
    PO BOX 98097
    WASHINGTON,DC200908097
    N/A PC RACIAL JUSTICE 5,000
    SOCCER WITHOUT BORDERS
    4521 WEBSTER STREET
    OAKLAND,CA94609
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    SPECIAL OLYMPICS ILLINOIS
    605 EAST WILLOW STREET
    NORMAL,IL61761
    N/A PC HEALTH & SOCIAL SERVICES 2,500
    ST VINCENT DEPAUL SOCIETY - CHRIST THE KING CHAPTER
    199 BRANDON ROAD
    PLEASANT HILL,CA94523
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    SUSAN G KOMEN FOR THE CURE FOUNDATION
    5901 WEST CENTURY BOULEVARD 800
    LOS ANGELES,CA90045
    N/A PC HEALTH & SOCIAL SERVICES 1,620
    TEACH FOR AMERICA INC
    606 SOUTH OLIVE STREET SUITE 300
    LOS ANGELES,CA90014
    N/A PC EDUCATION 1,500
    TEXAS SPORTING BREED RESCUE INC
    415 EAST SHERMAN DRIVE
    DENTON,TX76209
    N/A PC ANIMAL WELFARE 1,000
    THE ADVANCEMENT PROJECT
    1910 SUNSET BOULEVARD SUITE 500
    LOS ANGELES,CA90026
    N/A PC RACIAL JUSTICE 5,000
    THE HIDDEN GENIUS PROJECT
    2934 TELEGRAPH AVE
    OAKLAND,CA94609
    N/A PC EDUCATION & THE ARTS 1,000
    THE IDAHO FOOD BANK
    3562 SOUTH TK AVENUE
    BOISE,ID83705
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    THE MARINA FOUNDATION
    PO BOX 324
    MARINA,CA93933
    N/A PC EDUCATION & THE ARTS 2,000
    THE SALVATION ARMY OF REDONDO BEACH
    125 BERYL STREET
    REDONDO BEACH,CA90277
    N/A PC HEALTH & SOCIAL SERVICES 2,000
    THE VOGEL ALCOVE
    1738 GANO ST
    DALLAS,TX75215
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    THE WILLOWS COMMUNITY SCHOOL
    8509 HIGUERA STREET
    CULVER CITY,CA90232
    N/A PC EDUCATION 500
    THERE WITH CARE
    2682 MIDDLEFIELD ROAD SUITE H
    REDWOOD CITY,CA94063
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    TWIN LAKES FOOD BANK
    327 MONTROSE DRIVE
    FOLSOM,CA95630
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    UC IRVINE FOUNDATION
    100 THEORY SUITE 250
    IRVINE,CA92617
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    UCLA HEALTH
    10889 WILSHIRE BOULEVARD SUITE 1200
    LOS ANGELES,CA90024
    N/A PC HEALTH & SOCIAL SERVICES 3,000
    UCSF
    PO BOX 45339
    SAN FRANCISCO,CA94145
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    UNITED WAY OF GREATER LA SOUTHERN CALIFORNIA DISASTER RELIEF FUND
    1150 SOUTH OLIVE STREET SUITE T500
    LOS ANGELES,CA90015
    N/A PC HEALTH & SOCIAL SERVICES 3,750
    UNITED WAY OF JACKSON COUNTY
    60 HAWTHORNE STREET
    MEDFORD,OR97504
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    UNIVERSITY OF CHICAGO
    POLSKY CENTER BOOTH SCHOOL OF
    BUSINESS
    CHICAGO,IL60637
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    UNIVERSITY OF WASHINGTON
    BOX 359505
    SEATTLE,WA98195
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    URBAN ALCHEMY
    72 6TH STREET
    SAN FRANCISCO,CA94103
    N/A PC HEALTH & SOCIAL SERVICES 3,900
    URBAN GATEWAYS
    URBAN GATEWAYS TEST1
    CHICAGO,IL60603
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    US VETERANS INITIATIVE
    800 WEST 6TH STREET SUITE 1505
    LOS ANGELES,CA90017
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    VALLEY MEDICAL CENTER FOUNDATION
    2400 CLOVE DRIVE
    SAN JOSE,CA95128
    N/A PC HEALTH & SOCIAL SERVICES 3,500
    VFW POST 3873 JUDD-A-THON
    908 WEST JACKSON STREET
    NAPERVILLE,IL60540
    N/A PC HEALTH & SOCIAL SERVICES 2,000
    VOLUNTEERS IN SERVICE TO OTHERS (VISTO)
    PO BOX 607 1401 SOUTHLAND DR
    GAINSVILLE,TX76241
    N/A PC HEALTH & SOCIAL SERVICES 1,000
    WEST SEATTLE FOOD BANK
    3419 SOUTHWEST MORGAN STREET
    SEATTLE,WA98126
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    WIRES
    PO BOX 7276
    WARRINGAH MALL,BROOKVALE NSW2100
    AS
    N/A FOREIGN CHARITY ANIMAL WELFARE 5,000
    WOMEN'S AND CHILDREN'S ALLIANCE
    720 WEST WASHINGTON STREET
    BOISE,ID83702
    N/A PC HEALTH & SOCIAL SERVICES 1,500
    YMCA SAN LUIS OBISPO
    1020 SOUTHWOOD DR
    SAN LUIS OBISPO,CA93401
    N/A PC HEALTH & SOCIAL SERVICES 500
    NABA CHICAGO
    PO BOX 5395
    CHICAGO,IL60680
    N/A PC RACIAL JUSTICE 1,000
    NABA SAN FRANCISCO
    PO BOX 29885
    OAKLAND,CA94604
    N/A PC RACIAL JUSTICE 1,029
    SUSAN G KOMEN
    5901 WEST CENTURY BOULEVARD 800
    LOS ANGELES,CA90045
    N/A PC HEALTH & SOCIAL SERVICES 50
    SALVATION ARMY
    16941 KEEGAN AVENUE
    CARSON,CA90746
    N/A PC HEALTH & SOCIAL SERVICES 500
    Total .................................bullet 3a 219,769
    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 ...........
        14 177  
    4 Dividends and interest from securities....     14 354  
    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 ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGAIN ON CURRENCY CONVERSION
        14 76  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 607 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    607
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ARMANINO FOUNDATION
     
    Employer identification number

    81-2649898
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ARMANINO FOUNDATION
     
    Employer identification number
    81-2649898
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ALEXANDER MEHRAN
     
    PO BOX 640
     
    SAN RAMON, CA94583

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    ALEX VAN DILLEN
     
    325 SHARON PARK DRIVE SUITE 629
     
    MENLO PARK, CA94025

    $ 6,200


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    ALIN WALL
     
    938 LINCOLN BLVD 8
     
    SANTA MONICA, CA90403

    $ 5,100


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    ANDY ARMANINO
     
    57 DIABLO CREEK PLACE
     
    DANVILLE, CA94506

    $ 51,020


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    CAROLINE STOVALL
     
    8034 FOREST TRAIL
     
    DALLAS, TX75238

    $ 8,760


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    JULISSA QUIRK
     
    24171 EL TIRADORE CIRCLE
     
    MISSION VIEJO, CA92691

    $ 6,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    ARMANINO FOUNDATION
     
    Employer identification number
    81-2649898
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
    LARRY KUECHLER
     
    1179 KOTTENBERG AVE
     
    SAN JOSE, CA95125

    $ 7,553


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    MATT ARMANINO
     
    4531 BLUFFVIEW BLVD
     
    DALLAS, TX75209

    $ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    PERRY KAUFMAN
     
    37 KENNINGTON COURT
     
    DALLAS, TX75248

    $ 7,100


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
    SCOTT COPELAND
     
    584 VIRGINA DRIVE
     
    TIBURON, CA94920

    $ 6,353


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
    THERESA BROWN
     
    833 DORSET WAY
     
    BENICIA, CA94510

    $ 5,749


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    12
    THOMAS SCHULTE
     
    13051 S ICON CIRCLE
     
    PLAYA VISTA, CA90094

    $ 10,569


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    ARMANINO FOUNDATION
     
    Employer identification number
    81-2649898
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    13
    YU-TING WANG
     
    218 HARDING AVE
     
    LOS GATOS, CA95030

    $ 5,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ARMANINO FOUNDATION
     
    Employer identification number

    81-2649898
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    AUCTION ITEMS $ 20 2020-04-04
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    11
    AUCTION ITEMS $ 225 2020-11-07
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    12
    AUCTION ITEMS $ 2,220 2020-11-07
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ARMANINO FOUNDATION
     
    Employer identification number

    81-2649898
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    ARMANINO FOUNDATION
    EIN:
    81-2649898
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    AUSTRALIAN RED CROSS
     
    23-47 VILLIERS STREET
    NORTH MELBOURNE,VICTORIA3051
    AS
    2020-02-05 5,000 HEALTH/SOCIAL SERVICES/FIRE DISASTER RELIEF 5,000 NONE APR 15, 2020; JUN 30, 2020; SEP 30, 2020 AND DEC 31, 2020   N/A
    PEDROZZI FOUNDATION
     
    1140 CATALINA DRIVE
    LIVERMORE,CA94550
    2020-12-17 1,000 SUPPORT SCHOLARSHIP PROGRAM 1,000 NONE 12/17/20   N/A
    BC CANCER FOUNDATION
     
    150-686 W BROADWAY
    VANCOUVER,BCV5Z1G1
    CA
    2020-10-01 1,000 HEALTH/SOCIAL SERVICES 1,000 NONE 10/1/2020   N/A
    BC WOMEN'S HEALTH FOUNDATION
     
    D310-4500 OAK ST
    VANCOUVER,BCV6H 3N1
    CA
    2020-06-01 3,500 HEALTH/SOCIAL SERVICES 3,500 NONE 6/1/2020   N/A
    GREATER VANCOUVER FOOD BANK SOCIETY
     
    8345 WINSTON STREET
    BURNABY,BCV5A 2H3
    CA
    2020-03-17 1,500 HEALTH/SOCIAL SERVICES 1,500 NONE 03/17/20   N/A
    WIRES
     
    PO BOX 7276
    WARRINGAH MALL,NSW2100
    AS
    2020-02-05 5,000 ANIMAL WELFARE/FIRE DISASTER RELIEF 5,000 NONE 02/05/20   N/A

    TY 2020 OtherExpensesSchedule
    Name:
    ARMANINO FOUNDATION
    EIN:
    81-2649898
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VOLUNTEER VACATION PROGRAM EXPENSE 16,615 0   18,262
    FUNDRAISING FEES 1,779 0   0
    BANK FEES 2,036 509   1,527
    OFFICE EXPENSES 162 41   121


    TY 2020 OtherIncomeSchedule2
    Name:
    ARMANINO FOUNDATION
    EIN:
    81-2649898
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GAIN ON CURRENCY CONVERSION 76   76


    TY 2020 OtherIncreasesSchedule
    Name:
    ARMANINO FOUNDATION
    EIN:
    81-2649898
    Description Amount
    CHANGE IN VALUE OF INVESTMENTS 4,053


    TY 2020 TaxesSchedule
    Name:
    ARMANINO FOUNDATION
    EIN:
    81-2649898
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FTB FILING FEES 10 0   10
    CA REGISTRATION RENEWAL FEES 75 0   75