Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
WILLIAM K BOWES JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1660 BUSH ST 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94109
A Employer identification number

94-3148482
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$235,253,719J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,682,796 2,644,045  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,173,143
b Gross sales price for all assets on line 6a 64,881,854
7 Capital gain net income (from Part IV, line 2)... 3,555,811
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
List of Attached Documents:
// Content
0 254,139  
12 Total. Add lines 1 through 11........ 5,855,939 6,453,995  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000 12,000   68,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
63,940 31,970   30,640
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,255,515 1,887,522   374,462
17 Interest............... 8,526 8,526   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
65,910 0   800
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 20,969 3,145   17,823
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31 5   27
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,494,891 1,943,168   491,752
25 Contributions, gifts, grants paid....... 12,306,013 25,611,166
26 Total expenses and disbursements. Add lines 24 and 25 14,800,904 1,943,168   26,102,918
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,944,965
b Net investment income (if negative, enter -0-) 4,510,827
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,942 4,918 4,918
2 Savings and temporary cash investments......... 5,001,412 6,667,297 6,667,297
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 19,962,286 Click to see attachment
List of Attached Documents:
// Content
14,847,050 		14,847,050
b Investments—corporate stock (attach schedule)....... 133,253,026 Click to see attachment
List of Attached Documents:
// Content
98,747,043 		98,747,043
c Investments—corporate bonds (attach schedule)....... 37,085,202 Click to see attachment
List of Attached Documents:
// Content
27,851,834 		27,851,834
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 90,692,343 Click to see attachment
List of Attached Documents:
// Content
86,901,824 		86,901,824
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
252,625 		Click to see attachment
List of Attached Documents:
// Content
233,753 		Click to see attachment
List of Attached Documents:
// Content
233,753
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 286,251,836 235,253,719 235,253,719
Liabilities 17 Accounts payable and accrued expenses.......... 462,439 435,930
18 Grants payable................. 56,583,191 43,278,038
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
2,035,676 		Click to see attachment
List of Attached Documents:
// Content
3,532,023
23 Total liabilities (add lines 17 through 22)......... 59,081,306 47,245,991
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 227,170,530 188,007,728
25 Net assets with donor restrictions............ 0 0
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 227,170,530 188,007,728
30 Total liabilities and net assets/fund balances (see instructions). 286,251,836 235,253,719
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
227,170,530
2
Enter amount from Part I, line 27a .....................
2
-8,944,965
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
403,534
4
Add lines 1, 2, and 3 ..........................
4
218,629,099
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
30,621,371
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
188,007,728
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PASSTHROUGH CAPITAL GAIN P 2022-01-01 2022-12-31
c CAPITAL GAINS P 2022-01-01 2022-12-31
d MS BLACKSTONE RE DEBIT STRAT II FUND P 2022-01-01 2022-12-31
e PASSTHROUGH CAPITAL GAIN P 2022-01-01 2022-01-01
(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 63,067,272   61,708,711 1,358,561
b     13,926 -13,926
c 1,384,680     1,384,680
d 429,902     429,902
e 396,594     396,594
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       1,358,561
b       -13,926
c       1,384,680
d       429,902
e       396,594
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 3,555,811
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 62,700
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 62,700
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 62,700
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 99,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 129,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 66,300
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow66,300 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.WKBOWESJRFOUNDATION.ORG
14
The books are in care ofright arrowPACIFIC FOUNDATION SERVICES Telephone no.right arrow (415) 561-6540

Located atright arrow1660 BUSH STREET STE 300SAN FRANCISCOCA ZIP+4right arrow94109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
UTE BOWES PRESIDENT
1.00 		0 0 0
1660 BUSH ST STE 300
SAN FRANCISCO,CA94109
CHRIS PERKINS VP, SECRETARY-TREASURER, CFO
3.00 		80,000 0 0
1660 BUSH ST STE 300
SAN FRANCISCO,CA94109
DOUGLAS TINKER VP, AUDIT CHAIR
2.00 		0 0 0
1660 BUSH ST STE 300
SAN FRANCISCO,CA94109
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
MORGAN STANLEY INVESTMENT MANAGEMENT 1,814,701
555 CALIFORNIA STREET 14TH FLOOR
SAN FRANCISCO,CA94104
PACIFIC FOUNDATION SERVICE FOUNDATION MANAGEMENT 440,564
1660 BUSH ST STE 300
SAN FRANCISCO,CA94109
HOOD & STRONG LLP ACCOUNTING 63,940
60 S MARKET ST 200
SAN JOSE,CA95113
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
162,471,556
b
Average of monthly cash balances.......................
1b
9,895,563
c
Fair market value of all other assets (see instructions)................
1c
87,135,577
d
Total (add lines 1a, b, and c).........................
1d
259,502,696
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
259,502,696
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,892,540
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
255,610,156
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,780,508
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
12,780,508
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
62,700
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
62,700
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
12,717,808
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
12,717,808
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
12,717,808
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
26,102,918
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
26,102,918
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 12,717,808
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 53,331,810
b From 2018...... 48,705,924
c From 2019...... 42,727,752
d From 2020...... 35,049,429
e From 2021...... 22,333,063
f Total of lines 3a through e ........ 202,147,978
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 26,102,918
a Applied to 2021, 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 2022 distributable amount..... 12,717,808
e Remaining amount distributed out of corpus 13,385,110
5 Excess distributions carryover applied to 2022. 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 5 215,533,088
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		53,331,810
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		162,201,278
10 Analysis of line 9:
a Excess from 2018.... 48,705,924
b Excess from 2019.... 42,727,752
c Excess from 2020.... 35,049,429
d Excess from 2021.... 22,333,063
e Excess from 2022.... 13,385,110
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
UTE BOWES
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2022)
Form 990-PF (2022)
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

ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC

PO BOX 29405
SAN FRANCISCO,CA94129 		N/A PC STANFORD UNIVERSITY SCHOLAR 20,000

ALS THERAPY DEVELOPMENT FOUNDATION

480 ARSENAL STREET
WATERTOWN,MA02472 		N/A PC TO SUPPORT THE ALS CAPSULE 100,000

ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO

200 LARKIN STREET
SAN FRANCISCO,CA94102 		N/A PC THE WILLIAM K. BOWES, JR. FOUNDATION FUND FOR EDUCATION AND RESEARCH 250,000

BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY

ARRILLAGA ALUMNI CENTER 326 GALVEZ
STREET
STANFORD,CA94305 		N/A PC WILLIAM K. BOWES, JR. FOUNDATION: STANFORD BIO-X BOWES FELLOWS; UTE AND WILLIAM BOWES, JR. LIBRARY AND THE DEPARTMENT OF ART AND ART HISTORY IN THE SCHOOL OF HUMANITIES AND SCIENCES; 850,000

BOLINAS MUSEUM

PO BOX 450
BOLINAS,CA94924 		N/A PC GENERAL OPERATING SUPPORT 5,000

BOYS & GIRLS CLUBS OF SAN FRANCISCO

380 FULTON STREET
SAN FRANCISCO,CA94102 		N/A PC TO EXPAND EDUCATION ENRICHMENT 100,000

CANARY FUND

3155 PORTER DRIVE
PALO ALTO,CA94304 		N/A PC TO SUPPORT NEW DIRECTIONS: TECHNIQUES AND TECHNOLOGIES TO DETECT CANCER EARLY AND IDENTIFY HIGH RISK INDIVIDUALS; TO SUPPORT NEW DIRECTIONS: TECHNIQUES AND TECHNOLOGIES TO DETECT CANCER EARLY AND IDENTIFY HIGH RISK INDIVIDUALS 333,333

CANCER RESEARCH FUND OF THE DAMON RUNYON - WALTER WINCHELL FOUNDATION

55 BROADWAY SUITE 302 ONE EXCHANGE
PLAZA
NEW YORK,NY10006 		N/A PC DAMON RUNYON CLINICAL INVESTIGATOR CONTINUATION GRANT 166,667

CLEARITY FOUNDATION

8880 RIO SAN DIEGO DRIVE SUITE 800
SAN DIEGO,CA92108 		N/A PC FOR OVARIAN CANCER SUPPORT 50,000

COLLEGE TRACK

112 LINDEN STREET
OAKLAND,CA94607 		N/A PC GENERAL OPERATING SUPPORT 50,000

CORPORATION OF THE FINE ARTS MUSEUMS

50 HAGIWARA TEA GARDEN DRIVE
SAN FRANCISCO,CA94118 		N/A PC EQUITY SCHOOLS PARTNERSHIP 22,500

EAST PALO ALTO TENNIS & TUTORING

PO BOX 60597
PALO ALTO,CA94306 		N/A PC ACES FOR KIDS; GENERAL SUPPORT 10,000

ENVIRONMENTAL DEFENSE FUND INCORPORATED

257 PARK AVENUE SOUTH
NEW YORK,NY10010 		N/A PC EDF - BUSINESS CLIMATE CORPS AND EDF OCEANS 250,000

EPISCOPAL DIOCESE OF CALIFORNIA

1055 TAYLOR STREET
SAN FRANCISCO,CA94108 		N/A PC EXPANDING HORIZONS CAMPAIGN 1,000,000

FOODCORPS

1140 SE 7TH AVE SUITE 110
PORTLAND,OR97214 		N/A PC GENERAL SUPPORT 600,000

HARVARD UNIVERSITY

HARVARD UNIVERSITY PO BOX 419209
BOSTON,MA022419209 		N/A PC FOR THE GRANT SEED PROGRAM 500,000

HOOVER INSTITUTION

434 GALVEZ MALL DEVELOPMENT OFFICE
STANFORD,CA94305 		N/A PC GENERAL OPERATING SUPPORT 50,000

INSTITUTE FOR SYSTEMS BIOLOGY

401 TERRY AVENUE NORTH
SEATTLE,WA98109 		N/A PC NEW FACULTY SUPPORT 333,333

J DAVID GLADSTONE INSTITUTES

1650 OWENS STREET
SAN FRANCISCO,CA94158 		N/A PC TO BE USED AT THE DISCRETION OF THE PRESIDENT DEEPAK SRIVASTAVA; GENERAL SUPPORT 2,000,000

JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA

3003 OAK ROAD SUITE 130
WALNUT CREEK,CA94597 		N/A PC JUNIOR ACHIEVEMENT LEADERSHIP PROGRAM 50,000

KIPP BAY AREA SCHOOLS

1000 BROADWAY ST SUITE 460
OAKLAND,CA94607 		N/A PC GROWTH CAMPAIGN 1,000,000

KQED INC

2601 MARIPOSA STREET
SAN FRANCISCO,CA94110 		N/A PC GENERAL OPERATING SUPPORT 250,000

MEALS ON WHEELS OF SAN FRANCISCO INC

1375 FAIRFAX AVENUE
SAN FRANCISCO,CA94124 		N/A PC GENERAL OPERATING SUPPORT 10,000

MONKEY TAIL RANCH

1993 ORCHARD ROAD
HOLLISTER,CA95023 		N/A PC GENERAL OPERATING SUPPORT 10,000

MYELIN REPAIR FOUNDATION

20111 EDINBURGH DRIVE
SARATOGA,CA95070 		N/A PC TO SUPPORT THE BIOMARKER INITIATIVE 100,000

NEW SCHOOL OF SAN FRANCISCO

655 DE HARO STREET
SAN FRANCISCO,CA94107 		N/A PC GENERAL OPERATING SUPPORT 250,000

ONEGOAL

PO BOX 734137
CHICAGO,IL60673 		N/A PC TO SUPPORT BAY AREA PROGRAMS 200,000

OUTWARD BOUND CALIFORNIA

548 MARKET ST PMB 68876
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATING SUPPORT 250,000

PEERFORWARD

1140 3RD STREET NE SUITE 320
WASHINGTON,DC20002 		N/A PC GENERAL OPERATING SUPPORT 100,000

QUANTUM LEAP HEALTHCARE COLLABORATIVE

499 ILLINOIS STREET STE 200
SAN FRANCISCO,CA94158 		N/A PC AGGREGATING AND VISUALIZING EHR AND EPRO INFORMATION 50,000

REAL OPTIONS FOR CITY KIDS

73 LELAND AVENUE
SAN FRANCISCO,CA94134 		N/A PC GENERAL OPERATING SUPPORT 125,000

SAN FRANCISCO ACHIEVERS

PO BOX 416
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATING SUPPORT 50,000

SAN FRANCISCO BOYS CHORUS

333 HAYES STREET SUITE 116
SAN FRANCISCO,CA94102 		N/A PC GENERAL OPERATING SUPPORT 15,000

SAN FRANCISCO CONSERVATORY OF MUSIC

50 OAK STREET
SAN FRANCISCO,CA94102 		N/A PC CREATE THE BOWES CENTER FOR PERFORMING ARTS; PRESIDENT'S FUND 3,900,000

SAN FRANCISCO GENERAL HOSPITAL FOUNDATION

PO BOX 410836
SAN FRANCISCO,CA94141 		N/A PC GENERAL OPERATING SUPPORT 200,000

SANSUM DIABETES RESEARCH INSTITUTE

2219 BATH STREET
SANTA BARBARA,CA93105 		N/A PC GENERAL OPERATING SUPPORT 500,000

SCIENCE FRIDAY INITIATIVE INC

30 BROAD STREET SUITE 801
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 125,000

TEACH FOR ALL INC

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		N/A PC ENSENA POR MEXICO AND TEACH FOR ALL: ENSURING ALL CHILDREN CAN FULFILL THEIR POTENTIAL 333,333

TEACH FOR AMERICA INC

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 500,000

TEN STRANDS

PO BOX 150869
SAN RAFAEL,CA94915 		N/A PC GENERAL OPERATING SUPPORT 50,000

THE DRAPER RICHARDS FOUNDATION

1600 EL CAMINO REAL SUITE 155
MENLO PARK,CA94025 		N/A PC GENERAL SUPPORT FOR DRK FUND IV 333,333

THE EPISCOPAL DIOCESE OF CALIFORNIA

1100 CALIFORNIA STREET
SAN FRANCISCO,CA94608 		N/A PC ANNUAL FUND FOR GRACE CATHEDRAL 500,000

THE EXPLORATORIUM

PIER 15 THE EMBARCADERO
SAN FRANCISCO,CA94111 		N/A PC GENERAL OPERATING SUPPORT; TO SUPPORT 2022 PARTY AT THE PIERS 2,025,000

THE TECH INTERACTIVE

201 SOUTH MARKET STREET
SAN JOSE,CA95113 		N/A PC HEALTHCARE EXHIBIT AT THE TECH 200,000

THE UNIVERSITY OF TEXAS FOUNDATION INC

9011 MOUNTAIN RIDE SUITE 150
AUSTIN,TX78759 		N/A PC ALZHEIMER'S RESEARCH (NEURODEGENERATION CONSORTIUM) AT THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER; EMT STEM CELLS RESEARCH AT THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER 375,000

TINKER FAMILY FOUNDATION

501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		N/A PF CHARITABLE ACTIVITIES OF THE FOUNDATION 100,000

UC BERKELEY FOUNDATION

1995 UNIVERSITY AVENUE SUITE 401
BERKELEY,CA94704 		N/A PC FIAT LUX SCHOLARSHIPS; BOWES FACULTY FELLOWS 583,334

UC SANTA BARBARA FOUNDATION

MC6035 UNIVERSITY OF CALIFORNIA
SANTA BARBARA,CA93106 		N/A PC THE GARLAND INITIATIVE FOR VISION 500,000

UCSF FOUNDATION

LOCKBOX 45339 PO BOX 589001-MC3120
SAN FRANCISCO,CA94145 		N/A PC ESTABLISH THE WILLIAM K. BOWES, JR. BIOMEDICAL INVESTIGATOR PROGRAM; UCSF OSHER CENTER RESEARCH SUPPORT; THE NEURAL CODE OF SPEECH; UCSF DISCOVERY FELLOWS; CARDIOLOGY COUNCIL 6,183,333

UNITED ANGLERS OF CASA GRANDE INC

333 CASA GRANDE ROAD
PETALUMA,CA94954 		N/A PC GENERAL OPERATING SUPPORT 17,000

YOUTH TENNIS ADVANTAGE

PO BOX 330458
SAN FRANCISCO,CA94133 		N/A PC GENERAL OPERATING SUPPORT 35,000
Total .................................right arrow 3a 25,611,166
bApproved for future payment

ALS THERAPY DEVELOPMENT FOUNDATION
480 ARSENAL STREET
WATERTOWN,MA02472 		N/A PC TO SUPPORT THE ALS CAPSULE 300,000

BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
ARRILLAGA ALUMNI CENTER 326 GALVEZ
STREET
STANFORD,CA94305 		N/A PC WILLIAM K. BOWES, JR. FOUNDATION: STANFORD BIO-X BOWES FELLOWS; UTE AND WILLIAM BOWES, JR. LIBRARY AND THE DEPARTMENT OF ART AND ART HISTORY IN THE SCHOOL OF HUMANITIES AND SCIENCES 1,500,000

BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STREET
SAN FRANCISCO,CA94102 		N/A PC TO EXPAND EDUCATION ENRICHMENT 100,000

CANARY FUND
3155 PORTER DRIVE
PALO ALTO,CA94304 		N/A PC TO SUPPORT NEW DIRECTIONS: TECHNIQUES AND TECHNOLOGIES TO DETECT CANCER EARLY AND IDENTIFY HIGH RISK INDIVIDUALS 666,666

CLEARITY FOUNDATION
8880 RIO SAN DIEGO DRIVE SUITE 800
SAN DIEGO,CA92108 		N/A PC FOR OVARIAN CANCER SUPPORT 50,000

COLLEGE TRACK
112 LINDEN STREET
OAKLAND,CA94607 		N/A PC GENERAL OPERATING SUPPORT 50,000

CORPORATION OF THE FINE ARTS MUSEUMS
50 HAGIWARA TEA GARDEN DRIVE
SAN FRANCISCO,CA94118 		N/A PC EQUITY SCHOOLS PARTNERSHIP 67,500

HARVARD UNIVERSITY
HARVARD UNIVERSITY PO BOX 419209
BOSTON,MA022419209 		N/A PC FOR THE GRANT SEED PROGRAM 1,000,000

ONEGOAL
PO BOX 734137
CHICAGO,IL60673 		N/A PC TO SUPPORT BAY AREA PROGRAMS 600,000

SAN FRANCISCO ACHIEVERS
PO BOX 416
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATING SUPPORT 50,000

SANSUM DIABETES RESEARCH INSTITUTE
2219 BATH STREET
SANTA BARBARA,CA93105 		N/A PC GENERAL OPERATING SUPPORT 500,000

TEACH FOR ALL INC
25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		N/A PC TO SUPPORT ENSENA POR MEXICO AND TEACH FOR ALL: DEVELOPING COLLECTIVE LEADERSHIP TO ENSURE ALL CHILDREN HAVE THE OPPORTUNITY TO FULFILL THEIR POTENTIAL 666,666

TEN STRANDS
PO BOX 150869
SAN RAFAEL,CA94915 		N/A PC GENERAL OPERATING SUPPORT 50,000

UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401
BERKELEY,CA94704 		N/A PC UC BERKELEY FIAT LUX SCHOLARSHIPS 750,000
Total ................................. right arrow 3b 6,350,832
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 2,682,796  
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 ..... 901101 57,890      
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,115,253  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 57,890 5,798,049 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,855,939
(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.)
Form 990-PF (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 63,940 31,970   30,640

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

TY 2022 ExpenditureResponsibilityStmt
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2022-11-14 100,000 GENERAL OPERATING SUPPORT. 15,500 NONE 10/13/2023 2023-10-13 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2021-12-09 120,000 GENERAL OPERATING SUPPORT. 36,000 NONE 10/01/2022, 10/13/2023 2023-10-13 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2020-02-27 120,000 GENERAL OPERATING SUPPORT. 25,000 NONE 11/01/2021, 10/01/2022, 10/13/2023 2023-10-13 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2019-12-31 120,000 GENERAL OPERATING SUPPORT. 3,875 NONE 10/31/2020, 11/01/2021, 10/01/2022, 10/13/2023 2023-10-13 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2018-12-31 120,000 GENERAL OPERATING SUPPORT. 20,400 NONE 11/07/19, 11/01/2021, 10/01/2022, 10/13/2023 2023-10-13 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2017-05-16 120,000 GENERAL OPERATING SUPPORT. 11,500 NONE 11/01/2021, 10/01/2022, 10/13/2023 2023-10-13 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.

TY 2022 InvestmentsCorpBondsSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 483,405 483,405
ABBVIE INC 162,513 162,513
AIRBNB INC 309,675 309,675
ALTERYX INC 229,080 229,080
ALTRIA GROUP INC 447,768 447,768
AMAZON.COM INC 594,640 594,640
AMGEN INC 105,311 105,311
APPLE INC 543,273 543,273
BANK OF AMERICA CORP 615,390 615,390
BENTLEY SYSTEMS INC 177,299 177,299
BERKSHIRE HATHAWAY ENERGY CO 245,796 245,796
BILL.COM HOLDINGS INC 192,324 192,324
BIOMARIN PHARMACEUTICAL INC 243,923 243,923
BLACKLINE INC 328,367 328,367
BLACKROCK BATS: SERIES A PTF (BATAX) 391,056 391,056
BLACKROCK BATS: SERIES C PTF (BRACX) 575,331 575,331
BLACKROCK BATS: SERIES M PTF (BRAMX) 1,247,399 1,247,399
BLOCK INC 470,883 470,883
BOFA FINANCE LLC 174,814 174,814
BRISTOL-MYERS SQUIBB CO 241,694 241,694
CHEESECAKE FACTORY INC 325,433 325,433
CHEGG INC 274,663 274,663
CIGNA CORP 56,656 56,656
CLOUDFLARE INC 197,475 197,475
COHERUS BIOSCIENCES INC 124,010 124,010
COMCAST CORP 117,039 117,039
COUPA SOFTWARE INC 276,754 276,754
CSX CORP 223,836 223,836
CVS HEALTH CORP 166,059 166,059
DIGITALOCEAN HOLDINGS INC 351,703 351,703
DISH NETWORK CORP 177,300 177,300
DRAFTKINGS INC 433,020 433,020
EMERSON ELECTRIC CO 218,659 218,659
ENTERPRISE PRODUCTS OPERATING LLC 172,123 172,123
ETSY INC 164,344 164,344
EVOLENT HEALTH INC 397,782 397,782
EXACT SCIENCES CORP 346,661 346,661
EXPEDIA GROUP INC 162,030 162,030
EXXON MOBIL CORP 299,078 299,078
FISERV INC 126,221 126,221
FIVE9 INC 271,136 271,136
FORD MOTOR CO 263,368 263,368
GOLDMAN SACHS GROUP INC 125,256 125,256
GOOGLE LLC 198,623 198,623
HAEMONETICS CORP 419,162 419,162
HEALTH CATALYST INC 238,590 238,590
HERBALIFE NUTRITION LTD 238,798 238,798
HOME DEPOT INC 298,331 298,331
HONEYWELL 129,380 129,380
IMAX CORP 162,298 162,298
INTERNATIONAL BUSINESS MACHINES CORP 396,456 396,456
JETBLUE AIRWAYS CORP 231,849 231,849
JOHNSON & JOHNSON 236,635 236,635
JPMORGAN CHASE & CO 379,071 379,071
KAMAN CORP 213,647 213,647
LIVE NATION ENTERTAINMENT INC 426,475 426,475
LIVEPERSON INC 166,390 166,390
LUMENTUM HOLDINGS INC 281,293 281,293
LYFT INC 150,397 150,397
MARSH & MCLENNAN COS INC 153,602 153,602
MERCK & CO INC 397,536 397,536
MICROSOFT CORP (MSFT) 240,988 240,988
NCL CORP LTD 273,573 273,573
NEOGENOMICS INC 323,901 323,901
NICE LTD 162,970 162,970
NIKE INC 233,929 233,929
NORTHROP GRUMMAN CORP 143,106 143,106
NUTANIX INC 161,320 161,320
NUVASIVE INC 181,332 181,332
NVIDIA CORP 213,744 213,744
NY CMNTY CAPITAL TRUST V (NYCB.U) 226,921 226,921
OAK STREET HEALTH INC 351,977 351,977
OKTA INC 168,338 168,338
OMNICELL INC 170,324 170,324
ORACLE CORP 694,278 694,278
PAGERDUTY INC 183,183 183,183
PEBBLEBROOK HOTEL TRUST 155,453 155,453
PEPSICO INC 498,663 498,663
PFIZER INC 188,597 188,597
Q2 HOLDINGS INC 222,140 222,140
RINGCENTRAL INC 252,255 252,255
SHIFT4 PAYMENTS INC 170,241 170,241
SNAP INC 492,762 492,762
SPIRIT AIRLINES INC 192,245 192,245
SPLUNK INC 426,682 426,682
STATE STREET CORP 445,081 445,081
SUMMIT HOTEL PROPERTIES INC 140,910 140,910
TELADOC HEALTH INC 200,672 200,672
TRUIST BANK 299,568 299,568
TYLER TECHNOLOGIES INC 167,220 167,220
UBER TECHNOLOGIES INC 209,039 209,039
UNION PACIFIC CORP 182,742 182,742
UNITED PARCEL SERVICE INC 241,486 241,486
UNITEDHEALTH GROUP INC 293,732 293,732
VAIL RESORTS INC 254,720 254,720
WALT DISNEY CO 484,683 484,683
WELLS FARGO & CO 100,283 100,283
WW GRAINGER INC 375,854 375,854
ZILLOW GROUP INC 357,842 357,842

TY 2022 InvestmentsCorpStockSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Name of Stock End of Year Book Value End of Year Fair Market Value
AMAZON COM INC (AMZN) 806,400 806,400
WHIRLPOOL CORP (WHR) 94,354 94,354
UNITED RENTALS INC (URI) 2,395,531 2,395,531
ALPHABET INC CL C (GOOG) 1,011,522 1,011,522
BANK AMER 7.2500 SERS L (BAC.L) 546,157 546,157
ASSURANT INC (AIZ) 79,413 79,413
ARROW ELECTRONICS (ARW) 82,924 82,924
UBER TECHNOLOGIES INC 119,347 119,347
AIR LEASE CORP CL A (AL) 49,254 49,254
BECTON DICKINSON & CO (BDX) 1,271,500 1,271,500
META PLATFORMS INC CL A (FB) 842,380 842,380
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 2,185,239 2,185,239
PEPSICO INC NC (PEP) 1,625,940 1,625,940
GLOBAL PAYMENT INC (GPN) 148,980 148,980
PAYPAL HLDGS INC COM (PYPL) 783,420 783,420
HANESBRANDS INC (HBI) 23,837 23,837
HCA HEALTHCARE INC (HCA) 183,089 183,089
HDFC BANK LTD ADR (HDB) 2,916,250 2,916,250
TD SYNNEX CORPORATION (SNX) 52,753 52,753
UNIVAR SOLUTIONS INC (UNVR) 57,558 57,558
VISA INC CL A (V) 1,495,872 1,495,872
HOME DEPOT INC (HD) 1,326,612 1,326,612
VMWARE INC CLASS A (VMW) 736,560 736,560
ABBOTT LABORATORIES (ABT) 1,097,900 1,097,900
AERCAP HOLDINGS N.V. (AER) 85,147 85,147
ADIENT PLC COM (ADNT) 35,453 35,453
BREAD FINANCIAL 21,127 21,127
ACCENTURE PLC IRELAND CL A (ACN) 1,067,360 1,067,360
APPLE INC (AAPL) 1,364,265 1,364,265
TJX COS INC NEW (TJX) 1,273,600 1,273,600
BROADCOM INC (AVGO) 235,953 235,953
AMERIPRISE FINCL INC (AMP) 2,092,718 2,092,718
WASTE MGMT INC (DELA) (WM) 2,449,211 2,449,211
CENTENE CORPORATION (CNC) 186,163 186,163
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 2,020,657 2,020,657
AMPHENOL CORP NEW CL A (APH) 1,522,800 1,522,800
APPLIED MATERIALS INC (AMAT) 438,210 438,210
TRUIST FINL CORP (TFC) 1,205,270 1,205,270
WELLS FARGO 7.5 NON-CUM CL A (WFC.L) 653,295 653,295
AFFILIATED MGRS GROUP INC (AMG) 71,135 71,135
BERRY GLOBAL GROUP INC (BERY) 88,107 88,107
WESTERN DIGITAL CORPORATION (WDC) 88,845 88,845
CELANESE CORP SERIES A COM STK (CE) 110,930 110,930
TEXAS INSTRUMENTS (TXN) 991,320 991,320
JOHN HANCOCK INTL GROWTH I (GOGIX) 5,168,964 5,168,964
STORE CAPITAL CORPORATION (STOR) 1,066,604 1,066,604
FORTIVE CORP (FTV) 1,285,000 1,285,000
COSTCO WHOLESALE CORP NEW (COST) 1,728,766 1,728,766
CONCENTRIX CORP (CNXC) 51,666 51,666
COMMSCOPE HOLDING COMPANY INC (COMM) 15,648 15,648
SUNCOR ENERGY INC (SU) 209,704 209,704
CIGNA CORP (CI) 213,052 213,052
SVB FNCL GRP (SIVB) 1,499,592 1,499,592
EBAY INC (EBAY) 123,954 123,954
CVS HEALTH CORP COM (CVS) 1,304,660 1,304,660
ECOLAB INC (ECL) 1,018,920 1,018,920
RH (RH) 1,286,253 1,286,253
RAYTHEON TECHNOLOGIES CORP (RTX) 1,311,960 1,311,960
FIRST EAGLE GLOBAL I (SGIIX) 10,488,378 10,488,378
FIRST EAGLE OVERSEAS I (SGOIX) 7,336,164 7,336,164
POOL CORP (POOL) 1,750,793 1,750,793
FLEXTRONICS INTL LTD (FLEX) 117,858 117,858
SERVICENOW INC (NOW) 465,924 465,924
DANAHER CORPORATION (DHR) 1,795,832 1,795,832
FERRARI N V (RACE) 2,476,597 2,476,597
DOLLAR GEN CORP NEW COM (DG) 1,477,500 1,477,500
NRG ENERGY INC (NRG) 85,373 85,373
JOHNSON & JOHNSON (JNJ) 1,466,195 1,466,195
JPMORGAN CHASE & CO (JPM) 1,971,941 1,971,941
LEAR CORP (LEA) 80,985 80,985
LIBERTY GLOBAL PLC CL C (LBTYK) 120,019 120,019
LINCOLN NTL CORP IND (LNC) 63,406 63,406
NEXTERA ENERGY INC (NEE) 1,769,478 1,769,478
NETEASE.COM INC ADS (NTES) 1,622,118 1,622,118
NIKE INC B (NKE) 1,170,100 1,170,100
CHEVRON CORP (CVX) 1,435,920 1,435,920
GEN DIGITAL INC (GEN) 128,409 128,409
LITHIA MTRS INC (LAD) 63,674 63,674
MASTERCARD INC CL A (MA) 957,648 957,648
METTLER TOLEDO INTL (MTD) 1,011,815 1,011,815
CROWDSTRIKE HLDGS INC CL A (CRWD) 368,515 368,515
MICROSOFT CORP (MSFT) 3,353,643 3,353,643
LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 3,460,337 3,460,337
MARSH & MCLENNAN COS INC (MMC) 1,489,320 1,489,320

TY 2022 InvestmentsGovtObligationsSch
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
US Government Securities - End of Year Book Value:

13,767,322
US Government Securities - End of Year Fair Market Value:

13,767,322
State & Local Government Securities - End of Year Book Value:


1,079,728
State & Local Government Securities - End of Year Fair Market Value:


1,079,728


TY 2022 InvestmentsOtherSchedule2
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE ENERGY PARTNERS II FMV 2,171,947 2,171,947
BRILLIANT LIGHT POWER AT COST 104,400 104,400
ENTRUST SPECIAL OPPORTUNITIES FUND II LTD FMV 141,057 141,057
ENTRUST SPECIAL OPPORTUNITIES FUND III LTD FMV 2,146,844 2,146,844
FLARE CAPITAL PARTNERS I, LP FMV 1,730,271 1,730,271
GS KKR PRINCIPAL OPPORTUNITIES ACCESS OFFSHORE LP FMV 721,137 721,137
HORIZON VENTURES FUND I, LP FMV 79 79
LATTERELL VENTURE PARTNERS III FMV 136 136
MBC BIOLABS SF, LP AT COST 495,597 495,597
MISSION BAY CAPITAL FD II FMV 2,401,604 2,401,604
MISSION BAY CAPITAL LLC FMV 1,576,464 1,576,464
MOBILE CANDY DISH AT COST 50,000 50,000
MS AIP CUSTOM HEDGE FUNDS FMV 51,820,806 51,820,806
MS EMERGING PVT. MKTS FUND I FMV 28,751 28,751
MS GLOBAL SECONDARY OPPORTUNITIES FUND II LP FMV 637,371 637,371
MS OAKTREE OPP FD X FEEDER FMV 4,468,482 4,468,482
MS OAKTREE STRATEGIC INCOME FUND FMV 1,507,213 1,507,213
MS PIVOTNORTH FUND I LP FMV 1,992,175 1,992,175
MS REAL ESTATE FUND VII FMV 36,799 36,799
MS REAL ESTATE SPECIAL SITUATIONS FUND III INSTITUTIONAL LP FMV 74,862 74,862
OAKTREE EUROPEAN PRINCIPAL FUND III FMV 1,006,025 1,006,025
OWL VENTURES II, LP FMV 576,345 576,345
OWL VENTURES LP FMV 2,021,664 2,021,664
STRATEGIC OPS FUND II FMV 1,447,571 1,447,571
UBS CARLYLE PARTNERS LP FMV 6,854 6,854
US VENTURE PARTNERS IX, LP FMV 413,846 413,846
US VENTURE PARTNERS VII FMV 185 185
US VENTURE PARTNERS X AFFILIATES FMV 987,607 987,607
USVP XI LP FMV 8,255,052 8,255,052
WHIPPOORWILL DISTRESSED OPPORTUNITY FUND, LP FMV 80,680 80,680

TY 2022 OtherAssetsSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDEND RECEIVABLE 252,625 0 0
INTEREST RECEIVABLE 0 233,753 233,753


TY 2022 OtherDecreasesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Amount
UNREALIZED LOSSES ON INVESTMENTS 30,621,371


TY 2022 OtherExpensesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS EXPENSES 31 5   27


TY 2022 OtherIncomeSchedule2
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PASSTHROUGH INCOME (LOSSES)   254,139  


TY 2022 OtherIncreasesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Amount
CURRENT AND DEFERRED EXCISE TAX RECOVERY 403,534


TY 2022 OtherLiabilitiesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 1,890,006 1,486,472
EXCISE TAX LIABILITY 145,670 45,551
LINE OF CREDIT 0 2,000,000


TY 2022 OtherProfessionalFeesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 1,814,971 1,821,440   0
FOUNDATION MANAGEMENT FEES 440,544 66,082   374,462


TY 2022 TaxesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 59,081 0   0
STATE TAX 6,829 0   800