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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BELLA VISTA FOUNDATION
 
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

94-3345967
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$68,423,844J 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 709,977 710,108  
4 Dividends and interest from securities...   112,656  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,007,560
b Gross sales price for all assets on line 6a 30,027,247
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
0 -179,262  
12 Total. Add lines 1 through 11........ -297,583 643,502  
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
List of Attached Documents:
// Content
30,100 18,060   11,400
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,099,304 441,195   584,984
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,065 2,992   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,513 751   6,705
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,379 150   525
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,145,361 463,148   603,614
25 Contributions, gifts, grants paid....... 3,298,936 4,040,372
26 Total expenses and disbursements. Add lines 24 and 25 4,444,297 463,148   4,643,986
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,741,880
b Net investment income (if negative, enter -0-) 180,354
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,453,800 868,559 868,559
3 Accounts receivable right arrow72,596
Less: allowance for doubtful accounts right arrow   48,365 72,596 72,596
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.......... 28,282 25,793 25,793
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 30,299,525 Click to see attachment
List of Attached Documents:
// Content
31,376,977 		31,376,977
c Investments—corporate bonds (attach schedule)....... 7,759,241 Click to see attachment
List of Attached Documents:
// Content
9,746,174 		9,746,174
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).......... 25,187,844 Click to see attachment
List of Attached Documents:
// Content
26,333,745 		26,333,745
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
169,030 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 64,946,087 68,423,844 68,423,844
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 2,408,654 1,667,217
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
176,425 		Click to see attachment
List of Attached Documents:
// Content
300,330
23 Total liabilities (add lines 17 through 22)......... 2,585,079 1,967,547
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........... 62,361,008 66,456,297
25 Net assets with donor restrictions............    
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)..... 62,361,008 66,456,297
30 Total liabilities and net assets/fund balances (see instructions). 64,946,087 68,423,844
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
62,361,008
2
Enter amount from Part I, line 27a .....................
2
-4,741,880
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,961,074
4
Add lines 1, 2, and 3 ..........................
4
66,580,202
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
123,905
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
66,456,297
Form 990-PF (2023)
Form 990-PF (2023)
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 HCP REAL ESTATE P 2023-01-01 2023-12-31
b GENERATION IM P 2023-01-01 2023-12-31
c CIM ENTERPRISE LOAN FUND P 2023-01-01 2023-12-31
d ARENA NEW ZEALAND REAL ESTATE P 2023-01-01 2023-12-31
e EQUITIES P 2023-01-01 2023-12-31
HCP PRIVATE FUND III P 2023-01-01 2023-12-31
HCP PRIVATE FUND IV P 2023-01-01 2023-12-31
HCP PRIVATE FUND V P 2023-01-01 2023-12-31
HCP PRIVATE FUND VII P 2023-01-01 2023-12-31
HCP SPECIAL OPPORTUNITIES P 2023-01-01 2023-12-31
CAPITAL GAINS DIVIDENDS P    
(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 3,399     3,399
b     387,008 -387,008
c 310,603     310,603
d 8,425     8,425
e 29,411,975   30,522,266 -1,110,291
    11,192 -11,192
27,753     27,753
69,154     69,154
88,433     88,433
10,472     10,472
97,033     97,033
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       3,399
b       -387,008
c       310,603
d       8,425
e       -1,110,291
      -11,192
      27,753
      69,154
      88,433
      10,472
      97,033
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 -893,219
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 2,507
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 2,507
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 2,507
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 27,859
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 27,859
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 25,352
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow25,352 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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.BELLAVISTAFOUNDATION.ORG
14
The books are in care ofright arrowPACIFIC FOUNDATION SERVICES LLC Telephone no.right arrow (415) 561-6540

Located atright arrow1660 BUSH STREET SUITE 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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
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
 
 
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
JEAN CASEY SECRETARY
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
SUSAN KOE CHAIR
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
KATHERINE JOINER CO-TREASURER
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
SHANNON CASEY WELCH SECRETARY
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
ROB MILLIS CO-TREASURER
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
MICHEAL CASEY DIRECTOR
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
KIMBERLY CASEY DIRECTOR
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
SPENCER KIRKWOOD AUDIT CHAIR
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
JOHN KIRKWOOD DIRECTOR EMERITUS
1.00 		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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 SERVICES LLC MANAGEMENT SERVICES 731,232
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
SEPIO CAPITAL LLC INVESTMENT FEES 368,072
50 CALIFORNIA ST SUITE 3525
SAN FRANCISCO,CA94111
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 (2023)
Form 990-PF (2023)
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
63,316,312
b
Average of monthly cash balances.......................
1b
2,164,488
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
65,480,800
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
65,480,800
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
982,212
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
64,498,588
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,224,929
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
3,224,929
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,507
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,507
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,222,422
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,222,422
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
3,222,422
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
4,643,986
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
4,643,986
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,222,422
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 210,403
b From 2019...... 309,015
c From 2020...... 513,360
d From 2021...... 823,667
e From 2022...... 1,180,833
f Total of lines 3a through e ........ 3,037,278
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,643,986
a Applied to 2022, 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)........ 		Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2023 distributable amount..... 3,222,422
e Remaining amount distributed out of corpus 1,421,564
5 Excess distributions carryover applied to 2023. 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 4,458,842
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		210,403
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,248,439
10 Analysis of line 9:
a Excess from 2019.... 309,015
b Excess from 2020.... 513,360
c Excess from 2021.... 823,667
d Excess from 2022.... 1,180,833
e Excess from 2023.... 1,421,564
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
EMILY JOHANSSON CO-EXECUTIVE DIRECT
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
(415) 561-6540
bThe form in which applications should be submitted and information and materials they should include:
FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG
cAny submission deadlines:
FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG
Form 990-PF (2023)
Form 990-PF (2023)
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

18 REASONS

3674 18TH ST
SAN FRANCISCO,CA94110 		  501(C)(3) PUBLIC CHA FOR THE COOKING MATTERS FOR TEENS PROGRAM. 15,000

18 REASONS

3674 18TH ST
SAN FRANCISCO,CA94110 		  501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT 7,500

826 VALENCIA

826 VALENCIA STREET
SAN FRANCISCO,CA94110 		  501(C)(3) PUBLIC CHA 826 VALENCIAS EARLY LITERACY PROGRAM 50,000

ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES

110 GOUGH STREET SUITE 301
SAN FRANCISCO,CA94102 		  501(C)(3) PUBLIC CHA FOR THE IN-SCHOOL MENTAL HEALTH PROGRAM 40,000

AMERICAN RIVERS INC

120 UNION ST
NEVADA CITY,CA95959 		  501(C)(3) PUBLIC CHA BUILDING COLLABORATIVE PARTNERSHIPS FOR ENHANCED WATERSHED RESILIENCE 60,000

BAY AREA SCORES

530 DIVISADERO ST 741
SAN FRANCISCO,CA94117 		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 30,000

BEAR YUBA LAND TRUST

PO BOX 1004 12183 AUBURN RD
GRASS VALLEY,CA95945 		  501(C)(3) PUBLIC CHA GROUSE RIDGE FEN RESTORATION 35,000

BEATS RHYMES AND LIFE INC

450 SANTA CLARA AVE
OAKLAND,CA94610 		  501(C)(3) PUBLIC CHA SUPPORT HIP HOP THERAPY SERVICES IN SAN FRANCISCO 45,000

BLUE MOUNTAIN LAND TRUST

PO BOX 1473
WALLA WALLA,WA99362 		  501(C)(3) PUBLIC CHA STEWARDSHIP ASSOCIATE - PHIPPS MEADOW PROJECT MANAGER 50,000

BLUE MOUNTAINS FOREST PARTNERS

PO BOX 595
MT VERNON,OR97865 		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 40,000

BLUE MOUNTAINS FOREST PARTNERS

PO BOX 595
MT VERNON,OR97865 		  501(C)(3) PUBLIC CHA HONORARIA 4,000

BRIDGE THE GAP COLLEGE PREP

PO BOX 1390
SAUSALITO,CA94965 		  501(C)(3) PUBLIC CHA FOR EARLY LITERACY PROGRAMS IN MARIN CITY 45,000

BUCKELEW PROGRAMS

201 ALAMEDA DEL PRADO 103
NOVATO,CA94949 		  501(C)(3) PUBLIC CHA MATERNIDAD Y ESPERANZA, PROVIDING BILINGUAL INTEGRATED CASE MANAGEMENT AND BEHAVIORAL HEALTH SERVICES FOR EXPECTANT MOTHERS AND MOTHERS OF CHILDREN AGES 0-3. 70,000

CALIFORNIA TROUT

435 PACIFIC AVE SUITE 200
SAN FRANCISCO,CA94133 		  501(C)(3) PUBLIC CHA MID-KLAMATH BASIN SALMON RECOVERY AND HABITAT RESTORATION 100,000

CANDID

PO BOX 22799
NEW YORK,NY10087 		  501(C)(3) PUBLIC CHA PHILANTHROPIC SUPPORT 3,000

CATHOLIC CHARITIES OF SANTA CLARA COUNTY

2625 ZANKER ROAD
SAN JOSE,CA95134 		  501(C)(3) PUBLIC CHA FOR THE BABY STEPS PROGRAM, PROVIDING HOME VISITS AND CASE MANAGEMENT TO PREGNANT OR PARENTING MOTHERS OR CAREGIVERS OF CHILDREN AGES 0-3 30,000

CATHOLIC CHARITIES OF SANTA CLARA COUNTY

2625 ZANKER ROAD
SAN JOSE,CA95134 		  501(C)(3) PUBLIC CHA NEW BEGINNINGS 65,000

CENTRAL OREGON FOREST STEWARDSHIP FOUNDATION

334 NE HAWTHORNE AVENUE
BEND,OR97701 		  501(C)(3) PUBLIC CHA DESCHUTES COLLABORATIVE FOREST PROJECT 45,122

CENTRAL OREGON LANDWATCH

2843 NW LOLO DR SUITE 200
BEND,OR97703 		  501(C)(3) PUBLIC CHA EQUITABLE WATER DISTRIBUTION IN THE DESCHUTES BASIN 50,000

CITY YOUTH NOW

375 WOODSIDE AVE
SAN FRANCISCO,CA94127 		  501(C)(3) PUBLIC CHA FOR THE PERSONAL EMPOWERMENT PROGRAM. 25,000

CITY YOUTH NOW

375 WOODSIDE AVE
SAN FRANCISCO,CA94127 		  501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT 12,500

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		  501(C)(3) PUBLIC CHA PHILANTHROPIC SUPPORT FOR BAY AREA EARLY CHILDHOOD FUNDERS 4,000

COMMUNITY INSTITUTE FOR PSYCHOTHERAPY

1330 LINCOLN AVENUE 201
SAN RAFAEL,CA94901 		  501(C)(3) PUBLIC CHA FOR CIPS SCHOOL-BASED SERVICES AND THE STUDENT & FAMILY COUNSELING SUPPORT PROGRAM 25,000

CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE

2211 PALM AVE
SAN MATEO,CA94403 		  501(C)(3) PUBLIC CHA BILINGUAL SUPPORT GROUPS FOR VICTIMS OF DOMESTIC VIOLENCE AND TRAUMA-INFORMED SERVICES FOR THEIR CHILDREN 50,000

DESCHUTES RIVER CONSERVANCY

700 NW HILL STREET SUITE 1
BEND,OR97701 		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 54,000

FAMILY CONNECTIONS CENTERS

2565 SAN BRUNO AVENUE
SAN FRANCISCO,CA94134 		  501(C)(3) PUBLIC CHA FOR A CONTINUUM OF PARENT SUPPORT PROGRAMS THAT STRENGTHEN FAMILIES OF CHILDREN AGES 0-3 60,000

FAMILY CONNECTIONS CENTERS

2565 SAN BRUNO AVENUE
SAN FRANCISCO,CA94134 		  501(C)(3) PUBLIC CHA TO SUPPORT EARLY LITERACY PROGRAMS IN SAN FRANCISCO. 30,000

FEATHER RIVER LAND TRUST

PO BOX 1826
QUINCY,CA95971 		  501(C)(3) PUBLIC CHA ADVANCING PROTECTION AND RESTORATION OF 7,000 ACRES IN THE MOUNTAIN MEADOWS COMPLEX 50,000

FELTON INSTITUTE

1005 ATLANTIC AVENUE
ALAMEDA,CA94501 		  501(C)(3) PUBLIC CHA YOUTH RISK REDUCTION PROGRAM 20,000

FOODWISE COMMUNITY

ONE FERRY BUILDING SUITE 50
SAN FRANCISCO,CA94111 		  501(C)(3) PUBLIC CHA TO SUPPORT THE FOODWISE TEEN PROGRAM IN SAN FRANCISCO 30,000

FOODWISE COMMUNITY

ONE FERRY BUILDING SUITE 50
SAN FRANCISCO,CA94111 		  501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT 15,000

GIRLVENTURES

119 FILBERT ST
OAKLAND,CA94607 		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 25,000

GIRLVENTURES

119 FILBERT ST
OAKLAND,CA94607 		  501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT 12,500

GOOD SAMARITAN FAMILY RESOURCE CENTER OF SAN FRANCISCO

1294 POTRERO AVE
SAN FRANCISCO,CA94110 		  501(C)(3) PUBLIC CHA FOR WORKSHOPS AND CASE MANAGEMENT SERVICES THAT HELP CAREGIVERS MANAGE AND REDUCE STRESS AND MATERNAL DEPRESSION 50,000

GUM MOON RESIDENCE HALL

940 WASHINGTON ST
SAN FRANCISCO,CA94108 		  501(C)(3) PUBLIC CHA EARLY CHILDHOOD DEVELOPMENT AND PARENT SUPPORT PROGRAM 50,000

HEALTHY BLACK FAMILIES INC

3356 ADELINE ST
BERKELEY,CA94703 		  501(C)(3) PUBLIC CHA TO SUPPORT TRAUMA-INFORMED EARLY LEARNING CIRCLES 25,000

HENRY OHLHOFF HOUSE (OHLHOFF RECOVERY PROGRAMS)

601 STEINER STREET
SAN FRANCISCO,CA94117 		  501(C)(3) PUBLIC CHA TEEN INTERVENE 30,000

HOMELESS CHILDRENS NETWORK

3450 3RD STREET BUILDING 1 UNIT 1C
SAN FRANCISCO,CA94124 		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 40,000

HOMELESS PRENATAL PROGRAM

2500 18TH ST
SAN FRANCISCO,CA94110 		  501(C)(3) PUBLIC CHA WELLNESS CENTER 50,000

HOOPA VALLEY TRIBE

190 LOOP ROAD PO BOX 417
HOOPA,CA95546 		  501(C)(3) PUBLIC CHA RESTORATION AND MONITORING ENHANCEMENTS OF TRIBUTARIES TO THE TRINITY RIVER 61,000

HUCKLEBERRY YOUTH PROGRAMS INC

3450 GEARY BLVD SUITE 107
SAN FRANCISCO,CA94118 		  501(C)(3) PUBLIC CHA HUCKLEBERRY TEEN HEALTH PROGRAM (HTHP) 30,000

INSTITUTE FOR FISHERIES RESOURCES

NORTHWEST OFFICE PO BOX 11170
EUGENE,OR97440 		  501(C)(3) PUBLIC CHA TO SUPPORT THE SALMON RESTORATION PROGRAM 17,500

JEWISH FAMILY & CHILDREN'S SERVICES

2150 POST STREET PO BOX 159004
SAN FRANCISCO,CA94115 		  501(C)(3) PUBLIC CHA FOR THE EARLY CHILDHOOD MENTAL HEALTH PROGRAM, PROVIDING TRAINED CONSULTANTS TO PARENT SERVICES PROJECTS APRENDIENDO JUNTOS PLAYGROUPS. 20,000

JUMPSTART FOR YOUNG CHILDREN INC

235 MONTGOMERY STREET SUITE 1025
SAN FRANCISCO,CA94104 		  501(C)(3) PUBLIC CHA TO SUPPORT SAN FRANCISCO PROGRAMS 50,000

KIDPOWER TEENPOWER FULLPOWER INTERNATIONAL

1474 6TH AVENUE
SAN FRANCISCO,CA94122 		  501(C)(3) PUBLIC CHA FROM TRAUMA TO THRIVING 30,000

KLAMATH BIRD OBSERVATORY

PO BOX 758
ASHLAND,OR97520 		  501(C)(3) PUBLIC CHA INCREASING LOCAL CAPACITY TO CONDUCT WILDLIFE SURVEYS AND MONITOR EFFECTIVENESS OF RESTORATION PROJECTS IN THE SCOTT RIVER WATERSHED 40,000

LA CASA DE LAS MADRES

1269 HOWARD STREET
SAN FRANCISCO,CA94103 		  501(C)(3) PUBLIC CHA PARENT & FAMILY SUPPORT PROGRAMS FOR DOMESTIC VIOLENCE SURVIVORS 20,000

LINCOLN

1266 14TH STREET
OAKLAND,CA94607 		  501(C)(3) PUBLIC CHA TRAUMA-INFORMED PLAYGROUPS AT THE MANDELA FAMILY RESOURCE CENTER 35,000

LITERACY FOR ENVIRONMENTAL JUSTICE

PO BOX 882403
SAN FRANCISCO,CA94188 		  501(C)(3) PUBLIC CHA ECO-ADVENTURES PROGRAM 20,000

LITERACY FOR ENVIRONMENTAL JUSTICE

PO BOX 882403
SAN FRANCISCO,CA94188 		  501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT 10,000

LOTUS BLOOM

2800 PARK BOULEVARD
OAKLAND,CA94610 		  501(C)(3) PUBLIC CHA FOR GENERAL PROGRAM SUPPORT OF MULTICULTURAL FAMILY RESOURCE CENTERS SERVING FAMILIES WITH CHILDREN AGES 0-3 YEARS OLD IN OAKLAND. 40,000

MAIDU SUMMIT CONSORTIUM

289 MAIN STREET UNIT 7
CHESTER,CA96020 		  501(C)(3) PUBLIC CHA ECO-SYSTEM RESTORATION 50,000

MID KLAMATH WATERSHED COUNCIL

PO BOX 409
ORLEANS,CA95556 		  501(C)(3) PUBLIC CHA WESTERN KLAMATH RESTORATION PARTNERSHIP, WKRP 75,000

MISSION GRADUATES

3040 16TH STREET
SAN FRANCISCO,CA94103 		  501(C)(3) PUBLIC CHA FOR THE EXTENDED DAY AND BEACON PROGRAMS 35,000

MOUNT ST JOSEPH-ST ELIZABETH (EPIPHANY CENTER)

100 MASONIC AVENUE
SAN FRANCISCO,CA94118 		  501(C)(3) PUBLIC CHA PARENT-CHILD CENTER 50,000

MUJERES UNIDAS Y ACTIVAS

3543 18TH STREET BOX 23
SAN FRANCISCO,CA94110 		  501(C)(3) PUBLIC CHA APAPACHOS (WARM EMBRACES) IN ALAMEDA AND SAN FRANCISCO, A PROGRAM THAT HELPS PREGNANT WOMEN, MOTHERS, AND CAREGIVERS IN STRESSFUL CIRCUMSTANCES NURTURE BOTH THEMSELVES AND THEIR CHILDREN. 65,000

NEW CREATION HOME MINISTRIES

422 HIBISCUS COURT
EAST PALO ALTO,CA94303 		  501(C)(3) PUBLIC CHA TO SUPPORT LIFE SKILLS AND PARENTING CLASSES. 20,000

NORTHERN CALIFORNIA GRANTMAKERS

160 SPEAR STREET SUITE 360
SAN FRANCISCO,CA94105 		  501(C)(3) PUBLIC CHA PHILANTHROPIC SUPPORT 6,750

ODD FELLOW-REBEKAH CHILDRENS HOME OF CALIFORNIA

290 IOOF AVE
GILROY,CA95020 		  501(C)(3) PUBLIC CHA FOR THE RESILIENT FAMILY PROGRAM 60,000

ONE LIFE COUNSELING CENTER

1303 SAN CARLOS AVE
SAN CARLOS,CA94070 		  501(C)(3) PUBLIC CHA PARENT AND CHILD SUPPORT PROGRAM 35,000

OREGON WILD

5825 NORTH GREELEY
PORTLAND,OR97217 		  501(C)(3) PUBLIC CHA RESTORING & PROTECTING ECOSYSTEMS IN THE UPPER DESCHUTES AND JOHN DAY BASINS 40,000

OUTWARD BOUND CALIFORNIA

548 MARKET ST PMB 68876
SAN FRANCISCO,CA94104 		  501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT 15,000

OUTWARD BOUND CALIFORNIA

548 MARKET ST PMB 68876
SAN FRANCISCO,CA94104 		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 30,000

PARENT SERVICES PROJECT INC

79 BELVEDERE STREET 101
SAN RAFAEL,CA94901 		  501(C)(3) PUBLIC CHA FOR CHILD DEVELOPMENT SERVICES FOR YOUNG CHILDREN NOT ATTENDING PRESCHOOL AND MENTAL HEALTH SUPPORT FOR PARENTS 50,000

PENINSULA FAMILY CONNECTIONS

3460 BAYSHORE ROAD SUITE 202
PALO ALTO,CA94303 		  501(C)(3) PUBLIC CHA FOR THE NURTURING FAMILIES PROJECT, FOCUSING ON NOURISHING THE BOND BETWEEN CAREGIVER AND CHILD WHILE SUPPORTING PARENTS RESILIENCY. 30,000

PENINSULA FAMILY SERVICE

24 SECOND AVENUE
SAN MATEO,CA94401 		  501(C)(3) PUBLIC CHA TO SUPPORT SOCIAL-EMOTIONAL WELL-BEING WORKSHOPS FOR PARENTS EXPERIENCING HOMELESSNESS. 25,000

POINT REYES BIRD OBSERVATORY

3820 CYPRESS DRIVE SUITE 11
PETALUMA,CA94954 		  501(C)(3) PUBLIC CHA INCREASING THE PACE, SCALE, AND EFFICACY OF MEADOW RESTORATION IN THE SIERRA NEVADA 50,000

POSTPARTUM SUPPORT CENTER

4162 REDWOOD HWY
SAN RAFAEL,CA94903 		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 35,000

PROJECT AVARY INC

PO BOX 150088
SAN RAFAEL,CA94915 		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 40,000

REACH OUT AND READ INC

89 SOUTH STREET SUITE 201 SUITE 201
BOSTON,MA02111 		  501(C)(3) PUBLIC CHA FOR EARLY LITERACY PROGRAMS IN SAN FRANCISCO AND MARIN 25,000

READING PARTNERS

638 3RD ST
OAKLAND,CA94607 		  501(C)(3) PUBLIC CHA FOR READING PARTNERS IN SAN FRANCISCO 50,000

REAL OPTIONS FOR CITY KIDS

73 LELAND AVENUE
SAN FRANCISCO,CA94134 		  501(C)(3) PUBLIC CHA MIDDLE SCHOOL PROGRAMMING 20,000

SACRED HEART COMMUNITY SERVICE

1381 SOUTH FIRST STREET
SAN JOSE,CA95110 		  501(C)(3) PUBLIC CHA SAFE, SECURE AND LOVED: RESILIENT FAMILIES 55,000

SAFE & SOUND

1757 WALLER STREET
SAN FRANCISCO,CA94117 		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT 65,000

SAN FRANCISCO CASA

2535 MISSION STREET
SAN FRANCISCO,CA94110 		  501(C)(3) PUBLIC CHA FOR THE CORE ADVOCACY AND MENTORSHIP PROGRAM 35,000

SAN FRANCISCO EDUCATION FUND

2730 BRYANT STREET SECOND FLOOR
SAN FRANCISCO,CA94110 		  501(C)(3) PUBLIC CHA SUPPORT THE CITYWIDE K-5 HIGH DOSAGE TUTORING INITIATIVE 40,000

SAN FRANCISCO GENERAL HOSPITAL FOUNDATION

PO BOX 410836
SAN FRANCISCO,CA94141 		  501(C)(3) PUBLIC CHA SOLID START'S PERINATAL RESOURCE INTEGRATION AND SERVICE PROGRAM 20,000

SAN JOSE GRAIL FAMILY SERVICES

2003 E SAN ANTONIO ST
SAN JOSE,CA95116 		  501(C)(3) PUBLIC CHA BIRTH AND BEYOND FAMILY EMPOWERMENT 40,000

SFCASA

2535 MISSION STREET 2ND FLOOR
SAN FRANCISCO,CA94110 		  501(C)(3) PUBLIC CHA FOR GENERAL OPERATING SUPPORT 17,500

SHINE TOGETHER INC

SOBRATO CENTER FOR NONPROFITS 508
VALLEY WAY
MILPITAS,CA95035 		  501(C)(3) PUBLIC CHA SAN JOSE TEEN SUCCESS PROGRAM 30,000

SIDE BY SIDE

300 SUNNY HILLS DRIVE
SAN ANSELMO,CA94960 		  501(C)(3) PUBLIC CHA YOUTHRIVE INTERVENTION AT SAN RAFAEL HIGH SCHOOL 25,000

SIERRA STREAMS INSTITUTE

117 NEW MOHAWK ROAD SUITE H
NEVADA CITY,CA95959 		  501(C)(3) PUBLIC CHA SIERRA FOOTHILLS WATERSHED IMPACTS ASSESSMENT 50,000

SILVIX RESOURCES

590 W 13TH AVE
EUGENE,OR97402 		  501(C)(3) PUBLIC CHA HONORARIA 3,000

SISKIYOU COUNTY ECONOMIC DEVELOPMENT COUNCIL

1512 S OREGON ST
YREKA,CA96097 		  501(C)(3) PUBLIC CHA SISKIYOU CLIMATE COLLABORATIVE 30,000

SOCIAL GOOD FUND

PO BOX 5473
RICHMOND,CA94805 		  501(C)(3) PUBLIC CHA FOR THE WEEKEND-ADVENTURES PROGRAM 15,000

SOMOS MAYFAIR INC

1695 ALUM ROCK SUITE 10
SAN JOSE,CA95116 		  501(C)(3) PUBLIC CHA FAMILY RESOURCE CENTER PROGRAMMING 65,000

SOUTH COUNTY COMMUNITY HEALTH CENTER INC

1885 BAY ROAD
EAST PALO ALTO,CA94303 		  501(C)(3) PUBLIC CHA FOR CENTERINGPARENTING PROGRAM, A GROUP-BASED MODEL PROVIDING PEDIATRIC CARE AND PARENTING EDUCATION DURING A CHILDS FIRST TWO YEARS OF LIFE 30,000

SOUTH FORK JOHN DAY WATERSHED COUNCIL

150 EAST MAIN STREET SUITE 102
JOHN DAY,OR97845 		  501(C)(3) PUBLIC CHA SOUTH FORK JOHN DAY WATERSHED DROUGHT MONITORING 21,000

SOUTH YUBA RIVER CITIZENS LEAGUE

313 RAILROAD AVE SUITE 101
NEVADA CITY,CA95959 		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 60,000

SPRINGBOARD COLLABORATIVE

1500 JOHN F KENNEDY SUITE 1160
PHILADELPHIA,PA19102 		  501(C)(3) PUBLIC CHA FOR SAN FRANCISCO PROGRAMMING 50,000

STARVISTA

610 ELM STREET SUITE 212
SAN CARLOS,CA94070 		  501(C)(3) PUBLIC CHA ECMHC & HEALTHY HOMES SAN MATEO COUNTY 60,000

STARVISTA

610 ELM STREET SUITE 212
SAN CARLOS,CA94070 		  501(C)(3) PUBLIC CHA FOR THE WORK OF EARLY CHILDHOOD MENTAL HEALTH CONSULTANTS IN SANTA CLARA COUNTY CHILDCARE CENTERS AND TRAININGS FOR PARENTS AND PROVIDERS. 30,000

SUSTAINABLE NORTHWEST

1130 SW MORRISON STREET SUITE 510
PORTLAND,OR97205 		  501(C)(3) PUBLIC CHA ADVANCING RESTORATION AND COLLABORATION IN THE UPPER KLAMATH BASIN 50,000

TANDEM PARTNERS IN EARLY LEARNING

1275 FAIRFAX AVENUE SUITE 201
SAN FRANCISCO,CA94124 		  501(C)(3) PUBLIC CHA SAN FRANCISCO EARLY LEARNING PROGRAMS 45,000

THE FRESHWATER TRUST

700 SW TAYLOR ST SUITE 200
PORTLAND,OR97205 		  501(C)(3) PUBLIC CHA DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION 120,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO

PO BOX 0962
SAN FRANCISCO,CA94158 		  501(C)(3) PUBLIC CHA FOR THE INFANT-PARENT PROGRAM'S PERINATAL MENTAL HEALTH SERVICES PROJECT 40,000

THE SIERRA FUND

204 PROVIDENCE MINE ROAD SUITE 214
NEVADA CITY,CA95959 		  501(C)(3) PUBLIC CHA RESILIENT SIERRA NEVADA WATERSHEDS 50,000

THE TRUST FOR PUBLIC LAND

23 GEARY ST STE 1000
SAN FRANCISCO,CA94108 		  501(C)(3) PUBLIC CHA NORTHERN SIERRA CONSERVATION AND CLIMATE RESILIENCY 120,000

THE WILD SALMON CENTER

721 NW 9TH AVENUE SUITE 300
PORTLAND,OR97209 		  501(C)(3) PUBLIC CHA RESTORING SPRING CHINOOK TO THE MID-KLAMATH 67,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT FOR OASIS FOR GIRLS 40,000

TRUCKEE DONNER LAND TRUST

PO BOX 8816
TRUCKEE,CA96162 		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 39,000

WESTERN ENVIRONMENTAL LAW CENTER

120 SHELTON MCMURPHEY BLVD SUITE
340
EUGENE,OR97401 		  501(C)(3) PUBLIC CHA CONSERVING AND RESTORING OREGONS WATERSHEDS AND FORESTS THROUGH COLLABORATION 60,000

WU YEE CHILDREN'S SERVICES

827 BROADWAY STREET
SAN FRANCISCO,CA94133 		  501(C)(3) PUBLIC CHA JOY LOK FAMILY RESOURCE CENTER FAMILY SUPPORT PROGRAMS 35,000

YOUTH COOKING SERVICES (KIDS COOKING FOR LIFE)

PO BOX 94
LARKSPUR,CA94977 		  501(C)(3) PUBLIC CHA FOR HEALTHY COOKING FOR SF AND MARIN COUNTY STUDENTS 10,000
Total .................................right arrow 3a 4,040,372
bApproved for future payment

BLUE MOUNTAIN LAND TRUST
PO BOX 1473
WALLA WALLA,WA99362 		  501(C)(3) PUBLIC CHA STEWARDSHIP ASSOCIATE - PHIPPS MEADOW PROJECT MANAGER 100,000

BLUE MOUNTAINS FOREST PARTNERS
PO BOX 595
MT VERNON,OR97865 		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 80,000

DESCHUTES RIVER CONSERVANCY
700 NW HILL STREET SUITE 1
BEND,OR97701 		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 106,000

LOTUS BLOOM
2800 PARK BOULEVARD
OAKLAND,CA94610 		  501(C)(3) PUBLIC CHA FOR GENERAL PROGRAM SUPPORT OF MULTICULTURAL FAMILY RESOURCE CENTERS SERVING FAMILIES WITH CHILDREN AGES 0-3 YEARS OLD IN OAKLAND. 80,000

MID KLAMATH WATERSHED COUNCIL
PO BOX 409
ORLEANS,CA95556 		  501(C)(3) PUBLIC CHA WESTERN KLAMATH RESTORATION PARTNERSHIP, WKRP 150,000

OREGON WILD
5825 NORTH GREELEY
PORTLAND,OR97217 		  501(C)(3) PUBLIC CHA RESTORING & PROTECTING ECOSYSTEMS IN THE UPPER DESCHUTES AND JOHN DAY BASINS 80,000

POINT REYES BIRD OBSERVATORY
3820 CYPRESS DRIVE SUITE 11
PETALUMA,CA94954 		  501(C)(3) PUBLIC CHA INCREASING THE PACE, SCALE, AND EFFICACY OF MEADOW RESTORATION IN THE SIERRA NEVADA 100,000

SOUTH YUBA RIVER CITIZENS LEAGUE
313 RAILROAD AVE SUITE 101
NEVADA CITY,CA95959 		  501(C)(3) PUBLIC CHA GENERAL SUPPORT 120,000

THE WILD SALMON CENTER
721 NW 9TH AVENUE SUITE 300
PORTLAND,OR97209 		  501(C)(3) PUBLIC CHA RESTORING SPRING CHINOOK TO THE MID-KLAMATH 120,000

TIDES CENTER
PO BOX 889385
LOS ANGELES,CA90088 		  501(C)(3) PUBLIC CHA GENERAL OPERATING SUPPORT FOR OASIS FOR GIRLS 80,000
Total ................................. right arrow 3b 1,016,000
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 709,977  
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 -1,007,560  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -297,583 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-297,583
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 30,100 18,060   11,400

TY 2023 DistributionFromCorpusElection
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Election:
PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE GEORGIANA G STEVENS FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR?S UNDISTRIBUTED INCOME AND THE AMOUNT NEEDED TO SATISFY THE CURRENT YEAR DISTRIBUTION REQUIREMENTS AS BEING MADE OUT OF CORPUS.

TY 2023 InvestmentsCorpBondsSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Name of Bond End of Year Book Value End of Year Fair Market Value
BONDS 9,746,174 9,746,174

TY 2023 InvestmentsCorpStockSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Name of Stock End of Year Book Value End of Year Fair Market Value
STOCKS 31,376,977 31,376,977

TY 2023 InvestmentsOtherSchedule2
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS FMV 26,333,745 26,333,745

TY 2023 OtherAssetsSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
UNSETTLED TRADES 169,030 0 0


TY 2023 OtherDecreasesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Description Amount
CHANGE IN DEFERRED TAX LIABILITY 123,905


TY 2023 OtherExpensesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 2,629 0   0
BANK FEES 0 0   0
DUES AND SUBSCRIPTION 750 150   525


TY 2023 OtherIncomeSchedule2
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 TAX/BOOK DIFFERENCE DEDUCTION   -89,172  
K-1 TAX/BOOK DIFFERENCE DEDUCTION   -91,743  
K-1 TAX/BOOK DIFFERENCE DEDUCTION OTHER INCOME   1,653  


TY 2023 OtherIncreasesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Description Amount
UNREALIZED GAIN IN INVESTMENTS 8,961,074


TY 2023 OtherLiabilitiesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 176,425 300,330


TY 2023 OtherProfessionalFeesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 368,072 368,072   0
FOUNDATION MANAGEMENT FEES 731,232 73,123   584,984


TY 2023 TaxesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 2,073 0   0
FOREIGN TAXES ON INVESTMENTS 2,992 2,992   0