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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
ATKINSON FOUNDATION
C/O PACIFIC FOUNDATION SERVICES
Number and street (or P.O. box number if mail is not delivered to street address)1660 BUSH STREET 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94109
A Employer identification number

94-6075613
B Telephone number (see instructions)

(415) 561-6540
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$29,860,023J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 400,248 400,248  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,119,360
b Gross sales price for all assets on line 6a 4,831,692
7 Capital gain net income (from Part IV, line 2)... 2,119,360
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 73 0  
12 Total. Add lines 1 through 11........ 2,519,681 2,519,608  
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)....... Click to see attachment 21,300 0   22,300
c Other professional fees (attach schedule).... Click to see attachment 361,773 152,672   209,101
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 85,833 6,430   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 350 0   350
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,406 0   3,170
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 472,662 159,102   234,921
25 Contributions, gifts, grants paid....... 1,277,926 1,179,500
26 Total expenses and disbursements. Add lines 24 and 25 1,750,588 159,102   1,414,421
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 769,093
b Net investment income (if negative, enter -0-) 2,360,506
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 85,953 7,295 7,295
2 Savings and temporary cash investments......... 1,734,648 1,131,146 1,131,146
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.......... 688 991 991
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,941,099 Click to see attachment23,459,486 23,459,486
c Investments—corporate bonds (attach schedule)....... 5,027,156 Click to see attachment5,259,437 5,259,437
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,544 Click to see attachment1,668 Click to see attachment1,668
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,791,088 29,860,023 29,860,023
Liabilities 17 Accounts payable and accrued expenses.......... 11,815 12,553
18 Grants payable.................   98,426
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 attachment95,324 Click to see attachment143,727
23 Total liabilities (add lines 17 through 22)......... 107,139 254,706
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........... 25,683,949 29,605,317
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)..... 25,683,949 29,605,317
30 Total liabilities and net assets/fund balances (see instructions). 25,791,088 29,860,023
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
25,683,949
2
Enter amount from Part I, line 27a .....................
2
769,093
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,152,275
4
Add lines 1, 2, and 3 ..........................
4
29,605,317
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
29,605,317
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2021-01-01 2021-12-31
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 4,831,692   2,712,332 2,119,360
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       2,119,360
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 2,119,360
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 32,811
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 32,811
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 26,834
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,834
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,023
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet10,023 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.ATKINSONFDN.ORG
    14
    The books are in care ofbulletPACIFIC FOUNDATION SERVICES LLC Telephone no.bullet (415) 561-6540

    Located atbullet1660 BUSH STREET SUITE 300SAN FRANCISCOCA ZIP+4bullet94109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LINDA LANIER PRESIDENT
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    TINA CRISCI TREASURER
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    JEAN ATKINSON SECRETARY
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    STEPHEN WAY TREASURER (THRU 12/08/21)
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    WILLIAM CRANDALL JR ASSISTANT TREASURER (THRU 03/10/21)
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    MARGARET TAYLOR AUDIT COMMITTEE CHAIR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    ROBERT GRIFFIN DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    ELIZABETH WOODWARD DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    JOHN VOLK DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    NANCY SPENCER DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    DAVID RICHANBACH DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    ANDREA HIGUERA BALLARD DIRECTOR
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    LESLIE HATAMIYA DIRECTOR (STARTING 09/08/21)
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    JAMES MOORE DIRECTOR (STARTING 09/08/21)
    4.00     		0 0 0
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PACIFIC FOUNDATION SERVICE FOUNDATION MANAGEMENT 209,101
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    SUMMITRY INVESTMENT MANAGEMENT 102,380
    1850 GATEWAY DR 100
    SAN MATEO,CA94404
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    27,288,948
    b
    Average of monthly cash balances.......................
    1b
    1,346,094
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,659
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,637,701
    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
    28,637,701
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    429,566
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    28,208,135
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,410,407
    Part X
    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 IX, line 6..................
    1
    1,410,407
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    32,811
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    32,811
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,377,596
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,377,596
    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 XII, line 1 ...
    7
    1,377,596
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,377,596
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 8,791
    c From 2018...... 304,971
    d From 2019...... 312,305
    e From 2020...... 368,579
    f Total of lines 3a through e ........ 994,646
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,414,421
    a Applied to 2020, 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 2021 distributable amount..... 1,377,596
    e Remaining amount distributed out of corpus 36,825
    5 Excess distributions carryover applied to 2021. 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 1,031,471
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,031,471
    10 Analysis of line 9:
    a Excess from 2017.... 8,791
    b Excess from 2018.... 304,971
    c Excess from 2019.... 312,305
    d Excess from 2020.... 368,579
    e Excess from 2021.... 36,825
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    AVANI PATEL
    1660 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94109
    (415) 561-6540
    APATEL@PFS-LLC.NET
    bThe form in which applications should be submitted and information and materials they should include:
    SEE WWW.ATKINSONFDN.ORG
    cAny submission deadlines:
    SEE WWW.ATKINSONFDN.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NOT FUNDED BY FOUNDATION: GRANTS TO IND, GRANTS TO DOCTORAL STUDY OR RESEARCH, GRANTS TO INFLUENCE LEGISLATION, GRANTS TO NAT'L OR STATEWIDE PROGRAMS, DONATIONS TO OR SPONSORSHIP OF FUNDRAISING OR ANNUAL CAMPAIGNS, OR GRANTS FOR FILMS, VIDEOS, PUBLICATIONS AND CONFERENCES.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABILITYPATH
    SOBRATO CENTER FOR NONPROFITS 350
    TWIN DOLPHIN DR SUITE 123
    REDWOOD CITY,CA94065     		N/A PC GENERAL SUPPORT 15,000
    ABLE WORKS
    1836 BAY ROAD SUITE B
    EAST PALO ALTO,CA94303     		N/A PC THE ROAD AHEAD 10,000
    ABUNDANT GRACE COASTSIDE WORKER INC
    515 KELLY STREET
    HALF MOON BAY,CA94019     		N/A PC FULL CIRCLE FOOD JUSTICE 10,000
    ADOLESCENT COUNSELING SERVICES
    643 BAIR ISLAND ROAD SUITE 301
    REDWOOD CITY,CA94063     		N/A PC GENERAL SUPPORT, GENERAL SUPPORT - MENTAL HEALTH ACCESS FOR YOUTH INITIATIVE 15,000
    ART IN ACTION
    1755 EAST BAYSHORE ROAD SUITE 24A
    REDWOOD CITY,CA94063     		N/A PC SUPPORTING MENTAL RESILIENCE THROUGH ARTS EDUCATION 5,000
    AYUDANDO LATINOS A SONAR
    636 PURISSIMA STREET
    HALF MOON BAY,CA94019     		N/A PC GENERAL SUPPORT, GENERAL SUPPORT - MENTAL HEALTH ACCESS FOR YOUTH INITIATIVE 23,000
    BAY AREA SCORES
    C/O WEWORK 1460 MISSION STREET
    SAN FRANCISCO,CA94103     		N/A PC DALY CITY SCORES GENERAL SUPPORT 10,000
    BAYSHORE CHRISTIAN MINISTRIES
    1001 BEECH STREET
    EAST PALO ALTO,CA94303     		N/A PC KIDSMART/KIDSMART SUMMER BRIDGE PROGRAM 5,000
    BIG BROTHERS BIG SISTERS OF THE BAY AREA
    65 BATTERY STREET 2ND FLOOR
    SAN FRANCISCO,CA94111     		N/A PC ONE-TO-ONE MENTORING TO HELP YOUTH ACHIEVE THEIR FULL POTENTIAL 10,000
    BOYS & GIRLS CLUB OF THE COASTSIDE
    600 CHURCH STREET
    HALF MOON BAY,CA94019     		N/A PC GENERAL SUPPORT 30,000
    BOYS & GIRLS CLUBS NORTH SAN MATEO COUNTY
    201 W ORANGE AVE
    SOUTH SAN FRANCISCO,CA94080     		N/A PC GENERAL SUPPORT 25,000
    CALIFORNIA CLUBHOUSE INC
    210 INDUSTRIAL RD SUITE 102
    SAN CARLOS,CA94070     		N/A PC GENERAL SUPPORT 15,000
    CANOPY
    3921 EAST BAYSHORE ROAD
    PALO ALTO,CA943034326     		N/A PC CANOPYS TEEN URBAN FORESTER HIGH SCHOOL INTERNSHIPS 5,000
    CASA OF SAN MATEO COUNTY
    SOBRATO CENTER FOR NONPROFITS 330
    TWIN DOLPHIN DRIVE SUITE 139
    REDWOOD CITY,CA94065     		N/A PC GENERAL SUPPORT 10,000
    CHRISTIAN ACTION LIFE LINE
    139 PRIMROSE ROAD
    BURLINGAME,CA94010     		N/A PC CALL PRIMROSE GROCERY PANTRY, GENERAL SUPPORT IN MEMORY OF BILL CRANDALL 20,000
    COASTSIDE CHILD DEVELOPMENT CENTER
    PO BOX 84
    HALF MOON BAY,CA94019     		N/A PC SUPPORT TO INCREASE ENROLLMENT FOR SUBSIDIZED EARLY CHILDHOOD EDUCATION AND EARLY INTERVENTION. PRIORITY GIVEN TO ESSENTIAL WORKERS. 10,000
    COASTSIDE HOPE
    PO BOX 1089
    EL GRANADA,CA94018     		N/A PC CRITICAL FAMILY NEEDS SAFETY NET 15,000
    COMMUNITY LEGAL SERVICES IN EAST PALO ALTO
    1861 BAY ROAD
    EAST PALO ALTO,CA94303     		N/A PC GENERAL SUPPORT 10,000
    COMMUNITY SCHOOL OF MUSIC AND ARTS
    230 SAN ANTONIO CIRCLE
    MOUNTAIN VIEW,CA94040     		N/A PC ART4SCHOOLS & MUSIC4SCHOOLS IN SAN MATEO COUNTY 5,000
    CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE
    2211 PALM AVE
    SAN MATEO,CA94403     		N/A PC GENERAL SUPPORT 15,000
    COUNSELING AND SUPPORT SERVICES FOR YOUTH
    544 VALLEY WAY
    MILPITAS,CA95035     		N/A PC SCHOOL-BASED MENTAL HEALTH COUNSELING, GENERAL SUPPORT 20,000
    CURIODYSSEY
    1651 COYOTE POINT DRIVE
    SAN MATEO,CA94401     		N/A PC SCHOOL SCIENCE 15,000
    DALY CITY PENINSULA PARTNERSHIP COLLABORATIVE
    725 PRICE STREET
    DALY CITY,CA94014     		N/A PC GENERAL SUPPORT 25,000
    EACH GREEN CORNER
    PO BOX 764
    SAN CARLOS,CA940700764     		N/A PC GENERAL SUPPORT 10,000
    EAST PALO ALTO KIDS FOUNDATION
    PO BOX 50542
    PALO ALTO,CA94303     		N/A PC GENERAL SUPPORT OF EDUCATOR MICRO GRANTS 10,000
    FAITH IN ACTION BAY AREA
    1336 B ARROYO AVENUE
    SAN CARLOS,CA94070     		N/A PC BELONG RECOVERY FUND 25,000
    FOUNDATION FOR A COLLEGE EDUCATION
    PO BOX 50518
    EAST PALO ALTO,CA94303     		N/A PC GENERAL OPERATIONAL SUPPORT 10,000
    FRESH LIFELINES FOR YOUTH INC
    SOBRATO CENTER FOR NONPROFITS 568
    VALLEY WAY
    MILPITAS,CA95035     		N/A PC FLY LAW AND LEADERSHIP TRAINING PROGRAMS FOR SAN MATEO COUNTY YOUTH 7,500
    FRIENDS FOR YOUTH
    3460 W BAYSHORE RD 203
    PALO ALTO,CA94303     		N/A PC GENERAL SUPPORT FOR OUR WHOLE HEALTH FOR YOUTH MENTORING SERVICES 7,500
    HEALTH CONNECTED
    PO BOX 51984
    EAST PALO ALTO,CA94303     		N/A PC GENERAL SUPPORT 5,000
    HEALTHY CITIES TUTORING INC
    PO BOX 653
    SAN CARLOS,CA94070     		N/A PC GENERAL SUPPORT FOR PROGRAMS IN REDWOOD CITY 10,000
    HILLER AVIATION INSTITUTE
    601 SKYWAY ROAD
    SAN CARLOS,CA94070     		N/A PC LOW-INCOME SCHOOL ACADEMIC FIELD TRIP ASSISTANCE PROGRAM 5,000
    HOME AND HOPE
    1720 EL CAMINO REAL 7 SUITE 7
    BURLINGAME,CA94010     		N/A PC EMERGENCY SHELTER PROGRAM 15,000
    HOMEWORK CENTRAL
    PO BOX 6687
    SAN MATEO,CA94403     		N/A PC GENERAL SUPPORT FOR HOMEWORK CENTRAL'S TUTORING PROGRAM, LITERACY COLLABORATIVE PILOT PROJECT 30,500
    HUMAN INVESTMENT PROJECT
    800 SOUTH CLAREMONT STREET SUITE
    210
    SAN MATEO,CA94402     		N/A PC GENERAL SUPPORT 15,000
    ICA SAN FRANCISCO WORK STUDY INC
    3625 24TH ST
    SAN FRANCISCO,CA941103607     		N/A PC SUPPORT TO SAN MATEO COUNTY STUDENTS IN THE WORK STUDY RESILIENCE PROGRAM 7,500
    IMMIGRATION INSTITUTE OF THE BAY AREA (IIBA)
    1111 MARKET STREET FOURTH FLOOR
    SAN FRANCISCO,CA94103     		N/A PC IMMIGRATION LEGAL SERVICES FOR SAN MATEO COUNTY 10,000
    INTERSECTION FOR THE ARTS
    PO BOX 34310
    SAN FRANCISCO,CA94134     		N/A PC THE BEAT WITHIN WRITING AND CONVERSATION WORKSHOPS IN SAN MATEO COUNTY 7,500
    JASPER RIDGE FARM
    2995 WOODSIDE ROAD 620924
    WOODSIDE,CA94062     		N/A PC WELLNESSBUDDIES - YOUTH MENTAL HEALTH SUPPORT 10,000
    JEFFERSON UNION HIGH SCHOOL DISTRICT
    350 90TH ST 3RD FLOOR
    DALY CITY,CA94015     		N/A PC CHILD & FAMILY BEHAVIORAL HEALTH SERVICES 20,000
    JEWISH COMMUNITY RELATIONS COUNCIL
    131 STEUART STREET SUITE 205
    SAN FRANCISCO,CA94105     		N/A PC OPENING BOOKS, OPENING MINDS, OPENING DOORS: HELPING VULNERABLE CHILDREN IN SAN MATEO COUNTY SUCCEED THROUGH WEEKLY TUTORING, PARENT WORKSHOPS AND BUILDING HOME LIBRARIES 7,500
    JUNIOR STATE OF AMERICA FOUNDATION
    111 ANZA BLVD SUITE 109
    BURLINGAME,CA94010     		N/A PC GENERAL SUPPORT OF SAN MATEO COUNTY PROGRAMS 10,000
    KARA
    457 KINGSLEY AVENUE
    PALO ALTO,CA943013299     		N/A PC GENERAL SUPPORT FOR GRIEF SUPPORT AND CRISIS INTERVENTION AND EDUCATION FOR OUR COMMUNITY 10,000
    KEPLER'S LITERARY FOUNDATION
    1047 EL CAMINO REAL SUITE 201
    MENLO PARK,CA94025     		N/A PC RAVENSWOOD LITERACY ENGAGEMENT PROJECT 5,000
    KIDS & ART FOUNDATION
    1443 HOWARD AVE SUITE 218
    BURLINGAME,CA94010     		N/A PC GENERAL SUPPORT 7,500
    LATINO COMMISSION ON DRUG AND ALCOHOL ABUSE SERVICES OF SAN MATEO COUNTY
    1001 SNEATH LANE STE 307
    SAN BRUNO,CA940662349     		N/A PC ADDICTION TREATMENT AND RECOVERY SERVICES (GENERAL SUPPORT) 10,000
    LEAP ARTS IN EDUCATION
    PO BOX 427005
    SAN FRANCISCO,CA94142     		N/A PC ART RESIDENCIES FOR SAN MATEO ELEMENTARY STUDENTS 10,000
    LIFEMOVES
    181 CONSTITUTION DRIVE
    MENLO PARK,CA940251106     		N/A PC GENERAL SUPPORT FOR SAN MATEO COUNTY PROGRAMMING 10,000
    MANNAKIN THEATER & DANCE
    1625 BUSH STREET STE 4 PO BOX
    881822 SAN FRANCISCO CA 94188
    SAN FRANCISCO,CA94109     		N/A PC CULTIVATING BALLET CULTURE PROGRAM 10,000
    MARINE SCIENCE INSTITUTE
    500 DISCOVERY PARKWAY
    REDWOOD CITY,CA940634715     		N/A PC DISCOVER OUR BAY 5,000
    MATEO LODGE INC
    420 CASSIA ST
    REDWOOD CITY,CA94063     		N/A PC GENERAL SUPPORT 2,500
    MENLO-ATHERTON RUGBY CLUB
    PO BOX 51171
    PALO ALTO,CA94303     		N/A PC ACADEMIC SUPPORT FOR PACIFIC ISLANDER PARTICIPANTS 10,000
    MID-PENINSULA BOYS & GIRLS CLUB INC
    200 NORTH QUEBEC STREET
    SAN MATEO,CA94401     		N/A PC LEARNING HUBS: ACADEMIC SUCCESS PROGRAMS, GENERAL SUPPORT 20,000
    MUSIC FOR MINORS INC
    200 INDUSTRIAL ROAD SUITE 195
    SAN CARLOS,CA94070     		N/A PC MUSIC FOR MINORS IN-SCHOOL MUSIC EDUCATION PROGRAM 7,500
    NAMI SAN MATEO COUNTY
    1730 S AMPHLETT BLVD SUITE 308
    SAN MATEO,CA94402     		N/A PC MENTAL HEALTH PROGRAMS FOR HISPANIC & LATINX COMMUNITY, GENERAL SUPPORT 15,000
    NATIONAL CENTER FOR EQUINE FACILITATED THERAPY
    880 RUNNYMEDE ROAD
    WOODSIDE,CA94062     		N/A PC GENERAL SUPPORT 10,000
    NORMA GIST PEOPLES' FREE CHILD DEVELOPMENT PROGRAM INC
    713 SECOND AVE
    SAN MATEO,CA94401     		N/A PC GENERAL SUPPORT FOR PRESCHOOL PROGRAM FOR 3 TO 5 YEAR OLD CHILDREN. 10,000
    OMBUDSMAN SERVICES OF SAN MATEO COUNTY INC
    711 NEVADA ST
    REDWOOD CITY,CA94061     		N/A PC LONG TERM OMBUDSMAN PROGRAM 5,000
    PACIFICA SCHOOL VOLUNTEERS
    375 REINA DEL MAR
    PACIFICA,CA94044     		N/A PC GENERAL SUPPORT - LITERACY CHAMPIONS PROGRAM 10,000
    PARTNERS AND ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS
    800 AIRPORT BLVD SUITE 320
    BURLINGAME,CA94010     		N/A PC PARCA FAMILY SUPPORT SERVICES PROGRAM 9,500
    PENINSULA BRIDGE PROGRAM
    177 BOVET RD SUITE 120
    SAN MATEO,CA94402     		N/A PC GENERAL SUPPORT 10,000
    PENINSULA COLLEGE FUND
    SOBRATO CENTER FOR NONPROFITS 526
    VALLEY WAY
    MILPITAS,CA95035     		N/A PC GENERAL SUPPORT 10,000
    PENINSULA CONFLICT RESOLUTION CENTER
    1670 SOUTH AMPHLETT BLVD SUITE 115
    SAN MATEO,CA94402     		N/A PC GENERAL SUPPORT 10,000
    PENINSULA FAMILY CONNECTIONS
    3460 BAYSHORE ROAD SUITE 202
    PALO ALTO,CA94303     		N/A PC THRIVING FAMILIES: FAMILY CONNECTIONS PARENT PARTICIPATION EARLY CHILDHOOD EDUCATION PROGRAM 10,000
    PENINSULA FAMILY SERVICE
    24 SECOND AVENUE
    SAN MATEO,CA94401     		N/A PC GENERAL SUPPORT 10,000
    PUENTE DE LA COSTA SUR
    PO BOX 554
    PESCADERO,CA94060     		N/A PC GENERAL SUPPORT 25,000
    RAVENSWOOD EDUCATION FOUNDATION
    PO BOX 396
    MENLO PARK,CA94026     		N/A PC LITERACY SUPPORT INITIATIVE 7,500
    READING PARTNERS
    600B VALLEY WAY
    MILPITAS,CA95035     		N/A PC GENERAL SUPPORT OF SAN MATEO COUNTY PROGRAMMING 10,000
    READYSETEXCEL INC
    1330 GREENWOOD AVE
    PALO ALTO,CA943013414     		N/A PC GENERAL SUPPORT 5,000
    REBUILDING TOGETHER PENINSULA
    841 KAYNYNE STREET
    REDWOOD CITY,CA94063     		N/A PC GENERAL SUPPORT FOR RTPS MISSION TO REPAIR HOMES, REVITALIZE COMMUNITIES, AND REBUILD LIVES. 10,000
    REDWOOD CITY FRIENDS OF LITERACY
    1044 MIDDLEFIELD RD
    REDWOOD CITY,CA940631815     		N/A PC LITERACY & ENRICHMENT PROGRAMS FOR YOUTH & FAMILIES, CAREER ONLINE HIGH SCHOOL FY22 15,000
    RENAISSANCE ENTREPRENEURSHIP CENTER
    275 FIFTH STREET 2ND FLOOR
    SAN FRANCISCO,CA94103     		N/A PC IGNITING THE POWER OF ENTREPRENEURSHIP TO BUILD ECONOMICALLY VIBRANT FAMILIES AND COMMUNITIES IN SAN MATEO COUNTY 5,000
    RESOURCE AREA FOR TEACHING
    1355 RIDDER PARK DRIVE
    SAN JOSE,CA95131     		N/A PC GENERAL SUPPORT 5,000
    SAMARITAN HOUSE
    4031 PACIFIC BOULEVARD
    SAN MATEO,CA94403     		N/A PC GENERAL SUPPORT 25,000
    SAN FRANCISCO FORTY-NINERS ACADEMY
    3460 W BAYSHORE ROAD SUITE 105
    PALO ALTO,CA94303     		N/A PC HIGH SCHOOL PROGRAM 10,000
    SAN MATEO COUNTY COMMUNITY COLLEGES FOUNDATION
    3401 CSM DRIVE
    SAN MATEO,CA94402     		N/A PC SAN MATEO COUNTY COMMUNITY COLLEGES FOUNDATION SCHOLARSHIP PROGRAM 18,000
    SAN MATEO COUNTY HISTORICAL ASSOCIATION
    2200 BROADWAY
    REDWOOD CITY,CA94063     		N/A PC GENERAL SUPPORT 2,500
    SCIENCE FROM SCIENTISTS INC
    533 AIRPORT BLVD SUITE 135
    BURLINGAME,CA94403     		N/A PC DURING-SCHOOL STEM ENRICHMENT FOR STEM WORKFORCE DEVELOPMENT - SAN MATEO COUNTY PUBLIC SCHOOLS, ACADEMIC YEAR 2021-22 10,000
    SECOND HARVEST OF SILICON VALLEY
    750 CURTNER AVE
    SAN JOSE,CA951252118     		N/A PC GENERAL SUPPORT OF SAN MATEO COUNTY PROGRAMS 10,000
    SENIOR COASTSIDERS
    925 MAIN STREET
    HALF MOON BAY,CA94019     		N/A PC SUPPORTING SENIORS AGE SUCCESSFULLY 15,000
    SERVICE LEAGUE OF SAN MATEO COUNTY
    727 MIDDLEFIELD ROAD
    REDWOOD CITY,CA94063     		N/A PC GENERAL SUPPORT 10,000
    SILICON VALLEY URBAN DEBATE LEAGUE
    502 VALLEY WAY
    MILPITAS,CA95035     		N/A PC GENERAL SUPPORT 10,000
    SONRISAS DENTAL HEALTH INC
    430 N EL CAMINO REAL
    SAN MATEO,CA94401     		N/A PC ORAL HEALTH CARE FOR SENIORS 12,500
    ST FRANCIS CENTER OF REDWOOD CITY
    151 BUCKINGHAM AVENUE
    REDWOOD CITY,CA940635317     		N/A PC GENERAL SUPPORT 10,000
    STARVISTA
    610 ELM STREET SUITE 212
    SAN CARLOS,CA94070     		N/A PC GENERAL SUPPORT 10,000
    TAHIRIH JUSTICE CENTER
    881 SNEATH LANE SUITE 115
    SAN BRUNO,CA94066     		N/A PC GENERAL SUPPORT OF SAN MATEO COUNTY PROGRAMMING 10,000
    THE ART OF YOGA PROJECT
    555 BRYANT STREET 232
    PALO ALTO,CA94301     		N/A PC GENERAL SUPPORT 10,000
    THE HEAL PROJECT
    498 KELLY AVENUE
    HALF MOON BAY,CA940193051     		N/A PC GENERAL SUPPORT 5,000
    THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE INC
    PO BOX 368
    BRONXVILLE,NY10708     		N/A PC 2022 GENERAL SUPPORT FOR THE ONE LOVE FOUNDATION'S HEALTH EDUCATION PROGRAMS FOR YOUTH IN SAN MATEO COUNTY 15,000
    UNITED METHODIST CHURCH OF BURLINGAME
    1443 HOWARD AVENUE
    BURLINGAME,CA94010     		N/A PC YOUTH PROGRAMS - GEORGE H. ATKINSON MEMORIAL RECURRING GIFT 5,000
    UPWARD SCHOLARS
    855 JEFFERSON AVE BOX 506
    REDWOOD CITY,CA94064     		N/A PC GENERAL OPERATING SUPPORT 15,000
    VIDA VERDE NATURE EDUCATION
    3540 LA HONDA ROAD
    SAN GREGORIO,CA94074     		N/A PC GENERAL SUPPORT 10,000
    YMCA OF SAN FRANCISCO
    50 CALIFORNIA STREET SUITE 650
    SAN FRANCISCO,CA94111     		N/A PC CLINIC COUNSELING AND BASIC NEEDS SUPPORT, GENERAL SUPPORT 15,000
    YOUTH COOKING SERVICES
    PO BOX 94
    LARKSPUR,CA94977     		N/A PC COOKING TO ENHANCE BOYS & GIRLS CLUB, EAST REDWOOD CITY 5,000
    YOUTH LEADERSHIP INCUBATOR INC
    447 KING AVE
    FREMONT,CA94536     		N/A PC GENERAL SUPPORT 1,000
    YOUTH UNITED FOR COMMUNITY ACTION
    2135 CLARKE AVENUE
    EAST PALO ALTO,CA94303     		N/A PC YUCA HOUSE ACQUISITION 100,000
    Total .................................bullet 3a 1,179,500
    bApproved for future payment
    PUENTE DE LA COSTA SUR
    PO BOX 554
    PESCADERO,CA94060     		N/A PC GENERAL SUPPORT 50,000
    SAMARITAN HOUSE
    4031 PACIFIC BOULEVARD
    SAN MATEO,CA94403     		N/A PC GENERAL SUPPORT 50,000
    Total .................................bullet 3b 100,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    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 2,119,360  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSETTLEMENT PAYMENTS     		        73
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,519,608 73
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,519,681
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A SETTLEMENT PAYMENTS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 21,300 0   22,300

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODGE COX INCOME - DODIX 3,261,395 3,261,395
    ISHARES CORE US 506,515 506,515
    ISHARES IBOXX INVT GRADE 383,646 383,646
    ISHARES TIPS BOND ETF 310,726 310,726
    ISHARES TR IS 1 5 YR IN 797,155 797,155

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AEGON NV ADR - AEG 44,165 44,165
    AGILENT TECHNOLOGIES 297,747 297,747
    ALNYLAM PHARMACEUTICALS INC - ALNY 59,353 59,353
    ALPHABET INC. 1,332,069 1,332,069
    AMERICAN EXPRESS CO - AXP 106,340 106,340
    BAKER HUGHES COMPANY - BKR 103,458 103,458
    BANK OF AMERICA CORP 517,641 517,641
    BANK OF NEW YORK MELLON CORP - BK 267,168 267,168
    BERKSHIRE HATHAWAY 798,330 798,330
    BIOMARIN PHARMACEUTICAL INC - BMRN 97,185 97,185
    BOOKING HOLDINGS INC 472,649 472,649
    BRIGHTHOUSE FINL INC - BHF 41,906 41,906
    BRISTOL MYERS SQUIBB CO - BMY 130,935 130,935
    CAPITAL ONE FINANCIAL CORP - COF 377,234 377,234
    CARMAX INC 223,344 223,344
    CARRIER GLOBAL CORPORATION COM - CARR 146,448 146,448
    CELANESE CORP SER A - CE 75,627 75,627
    CHARLES SCHWAB CORP 440,264 440,264
    CHARTER COMMUNICATIONS INC NEW - CHTR 260,788 260,788
    CIGNA CORP - CL 332,964 332,964
    CISCO SYSTEMS INC - CSCO 247,143 247,143
    CITIGROUP INC 253,336 253,336
    COGNIZANT TECH SOLUTIONS CL A - CTSH 212,928 212,928
    COMCAST CORP CLASS A - CMCSA 312,046 312,046
    CVS HEALTH CORP - CVS 113,476 113,476
    DELL TECHNOLOGIES C - DELL 117,957 117,957
    DISH NETWORK CORP CL A - DISH 90,832 90,832
    FED EX CORP - FOX 336,232 336,232
    FISERV INC 859,900 859,900
    FOX CORP CLASS AW I - FOXA 129,150 129,150
    FOX CORP CLASS B - FOX 51,405 51,405
    GILEAD SCIENCES INC - GILD 246,874 246,874
    GLAXO SMITHKLINE P L C ADR - GSK 366,030 366,030
    GOLDMAN SACHS GROUP INC - GS 219,966 219,966
    HALLIBURTON CO - HAL 6,861 6,861
    HESS CORP - HES 55,523 55,523
    HEWLETT PACKARD ENTERPRISE CO - HPE 143,507 143,507
    HP INC - HPQ 320,195 320,195
    INCYTE CORP COM - INCY 80,740 80,740
    JOHNSON CTLS INTL PIE - JCI 398,419 398,419
    JUNIPER NETWORKS INC - JNPR 121,414 121,414
    LINCOLN NATIONAL CORP - NC 27,304 27,304
    LOWES COS INC 878,832 878,832
    MASTERCARD INC 515,624 515,624
    MEDTRONIC PIE - MDT 31,035 31,035
    METLIFE INC - MET 299,952 299,952
    MICRO FOCUS INTL SPN ADR - MFGP 14,972 14,972
    MICROCHIP TECHNOLOGY INC - MCHP 200,238 200,238
    MICROSOFT CORP 924,880 924,880
    MOLSON COORS BEVERAGE COMPANY - TAP 111,240 111,240
    NEWS CORP NEW CL AW - NWSA 15,617 15,617
    NOVARTIS AG ADR - NVS 218,675 218,675
    OCCIDENTAL PETROLEUM CORP 253,694 253,694
    OTIS WORLDWIDE CORP - OTIS 8,707 8,707
    QURATE RETAIL INC SERIES A - QRTEA 28,310 28,310
    RAYTHEON TECHNOLOGIES CORP COM - RTX 120,484 120,484
    ROCHE HOLDINGS LTD SPON ADR RHHBY 155,070 155,070
    ROSS STORES INC 369,124 369,124
    SANOFI ADR - SNY 400,800 400,800
    SCHLUMBERGER LTD - SLB 113,810 113,810
    SCHWAB CHARLES CORP - SCHW 496,190 496,190
    STATE SIR CORP - STT 181,350 181,350
    T MOBILE US INC - MUS 150,774 150,774
    TE CONNECTIVITY LTD - TEL 161,340 161,340
    THE GAP INC - GPS 37,065 37,065
    TRUIST FINANCIAL CORP - TFC 70,260 70,260
    ULTA BEAUTY INC. 612,325 612,325
    UNITEDHEALTH GROUP INC - UNH 150,642 150,642
    VISA INC 472,428 472,428
    VMWARE INC CL A - VMW 217,507 217,507
    WALT DISNEY CO 477,836 477,836
    WELLS FARGO & CO 1,019,095 1,019,095
    WILLIAMS COS INC - WMB 164,052 164,052
    WW GRAINGER INC 357,586 357,586
    ZEBRA TECHNOLOGIES 264,864 264,864
    DOLLAR GENERAL CORP - DG 410,344 410,344
    META PLATFORMS INC - FB 724,834 724,834
    NINTENDO LTD - NTDOY 354,598 354,598
    NORTHROP GRUMMAN CORP - NOC 375,458 375,458
    SALESFORCE COM - CRM 359,594 359,594
    CONOCOPHILIPS - COP 129,924 129,924
    ELANCO ANIMAL HEALTH INC - ELAN 51,084 51,084
    II-VI INC - IIVI 40,998 40,998
    META PLATFORMS INCE - FB 168,175 168,175
    REGENERON PHARMACEUTICAL INC - REGN 31,576 31,576
    ANHEUSER BUSCH INBEV NV ADR - BUD 108,990 108,990
    HONDA MOTOR CO LTD ADR - HMC 99,572 99,572
    MEDTRONIC PLC - F 273,108 273,108

    TY 2021 OtherAssetsSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER RECEIVABLE 1,544 1,668 1,668


    TY 2021 OtherExpensesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 369 0   0
    FILING FEES 170 0   0
    OTHER EXPENSES 220 0   220
    INSURANCE 1,273 0   1,320
    MEMBERSHIPS/SUBSCRIPTIONS 1,374 0   1,630


    TY 2021 OtherIncomeSchedule2
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SETTLEMENT PAYMENTS 73   73


    TY 2021 OtherIncreasesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Amount
    UNREALIZED GAINS (LOSSES) ON INVESTMENTS 3,152,275


    TY 2021 OtherLiabilitiesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX PAYABLE 95,324 143,727


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 152,672 152,672   0
    FOUNDATION MANAGEMENT FEES 209,101 0   209,101


    TY 2021 TaxesSchedule
    Name:
    ATKINSON FOUNDATION
     
    C/O PACIFIC FOUNDATION SERVICES
    EIN:
    94-6075613
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 79,403 0   0
    FOREIGN TAX 6,430 6,430   0