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
THE JOSEPH AND VERA LONG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 YGNACIO VALLEY ROAD 330
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WALNUT CREEK, CA94596
A Employer identification number

94-1643626
B Telephone number (see instructions)

(925) 935-4138
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$115,150,155J 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 564,629 564,629  
4 Dividends and interest from securities... 3,298,173 3,298,173  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 774,535
b Gross sales price for all assets on line 6a 46,956,554
7 Capital gain net income (from Part IV, line 2)... 774,535
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
9,679 9,679  
12 Total. Add lines 1 through 11........ 4,647,016 4,647,016  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 178,260 12,478   165,781
14 Other employee salaries and wages...... 65,366 6,537   58,829
15 Pension plans, employee benefits....... 5,172 777   4,396
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,361 0   5,361
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,533 15,267   15,267
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
233,220 233,220   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
207,236 1,268   14,668
19 Depreciation (attach schedule) and depletion... 645 0  
20 Occupancy.............. 47,653 3,791   43,862
21 Travel, conferences, and meetings....... 15,858 0   15,858
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,850 1,522   22,323
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 813,154 274,860   346,345
25 Contributions, gifts, grants paid....... 10,011,800 5,220,800
26 Total expenses and disbursements. Add lines 24 and 25 10,824,954 274,860   5,567,145
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,177,938
b Net investment income (if negative, enter -0-) 4,372,156
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......... 4,092,078 3,213,966 3,213,966
3 Accounts receivable right arrow31,801
Less: allowance for doubtful accounts right arrow   163,843 31,801 31,801
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.......... 5,351 5,351 5,351
10a Investments—U.S. and state government obligations (attach schedule) 4,925,621 Click to see attachment
List of Attached Documents:
// Content
3,334,797 		3,334,797
b Investments—corporate stock (attach schedule)....... 70,687,440 Click to see attachment
List of Attached Documents:
// Content
87,631,805 		87,631,805
c Investments—corporate bonds (attach schedule)....... 27,121,294 Click to see attachment
List of Attached Documents:
// Content
20,905,923 		20,905,923
11 Investments—land, buildings, and equipment: basis right arrow13,984
Less: accumulated depreciation (attach schedule) right arrow11,064 3,565 2,920 2,920
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,657 Click to see attachment
List of Attached Documents:
// Content
23,592 		23,592
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
95,380 		Click to see attachment
List of Attached Documents:
// Content
50,222 		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) 107,113,229 115,200,377 115,150,155
Liabilities 17 Accounts payable and accrued expenses.......... 13,949 20,471
18 Grants payable................. 419,996 5,210,996
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
287,273 		Click to see attachment
List of Attached Documents:
// Content
372,015
23 Total liabilities (add lines 17 through 22)......... 721,218 5,603,482
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........... 106,392,011 109,596,895
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)..... 106,392,011 109,596,895
30 Total liabilities and net assets/fund balances (see instructions). 107,113,229 115,200,377
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
106,392,011
2
Enter amount from Part I, line 27a .....................
2
-6,177,938
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,382,822
4
Add lines 1, 2, and 3 ..........................
4
109,596,895
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
109,596,895
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 46,956,554   46,182,019 774,535
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       774,535
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 774,535
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 60,773
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 60,773
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 60,773
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 61,788
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 61,788
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 15
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 1,000
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,000 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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.JVLF.ORG
14
The books are in care ofright arrowHEATHER HONEGGER Telephone no.right arrow (925) 935-4138

Located atright arrow500 YGNACIO VALLEY ROAD SUITE 330WALNUT CREEKCA ZIP+4right arrow94596
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)
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 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
LANI MACKENZIE TRUSTEE
0.50 		0 0 0
500 YGNACIO VALLEY ROADSUITE 330
WALNUT CREEK,CA94596
LISA PIEDISCALZI TRUSTEE
0.50 		0 0 0
500 YGNACIO VALLEY ROADSUITE 330
WALNUT CREEK,CA94596
MICHELLE HOLSTEIN TREASURER
0.50 		0 0 0
500 YGNACIO VALLEY ROADSUITE 330
WALNUT CREEK,CA94596
MILTON E LONG EXECUTIVE DIRECTOR
32.00 		140,000 38,260 0
500 YGNACIO VALLEY ROADSUITE 330
WALNUT CREEK,CA94596
NAN L GEFEN SECRETARY
0.50 		0 0 0
500 YGNACIO VALLEY ROADSUITE 330
WALNUT CREEK,CA94596
NICHOLAS PIEDISCALZI BOARD CHAIR
1.00 		0 0 0
500 YGNACIO VALLEY ROADSUITE 330
WALNUT CREEK,CA94596
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
HEATHER HONEGGER FINANCE DIRECTOR
20.00 		65,366 3,792 0
500 YGNACIO VALLEY RD 330
WALNUT CREEK,CA94596
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
BEACON POINTE ADVISORS INVESTMENT ADVISORY 60,316
24 CORPORATE PLAZA SUITE 150
NEWPORT BEACH,CA92660
ST JAMES INVESTMENT INVESTMENT MANAGEMENT 54,083
3838 OAK LAWN AVENUE STE 1414
DALLAS,TX75219
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 N/A 0
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
106,916,402
b
Average of monthly cash balances.......................
1b
4,652,311
c
Fair market value of all other assets (see instructions)................
1c
60,744
d
Total (add lines 1a, b, and c).........................
1d
111,629,457
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
111,629,457
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,674,442
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
109,955,015
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,497,751
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
5,497,751
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
60,773
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
60,773
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,436,978
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,436,978
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
5,436,978
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
5,567,145
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
5,567,145
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 5,436,978
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 5,485,707
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,567,145
a Applied to 2022, but not more than line 2a 5,485,707
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 2023 distributable amount..... 81,438
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		5,355,540
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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 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 (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 STREET
SAN FRANCISCO,CA94110 		NONE PC NOURISHING PREGNANCY 50,000

ALAMEDA HEALTH SYSTEMS FOUNDATION

350 FRANK H OGAWA PLAZA SUITE 900
OAKLAND,CA94612 		NONE PC BELOVEDBIRTH BLACK CENTERING PREGNANCY 75,000

ASHBY VILLAGE

1821 CATALINA AVENUE
BERKELEY,CA94707 		NONE PC TRANSFORMING HOW WE AGE 75,000

BAYCAT

2415 3RD ST UNIT 230
SAN FRANCISCO,CA94107 		NONE PC DIGITAL MEDIA ARTS PATHWAY + CREATIVES OF COLOR MEDIA KITS 25,000

BUCKELEW PROGRAMS

201 ALAMEDA DELL PRADO SUITE 103
NOVATO,CA94949 		NONE PC MATERNIDAD Y ESPERANZA 25,000

COMMUNITY FOUNDATION OF MENDOCINO COUNTY

204 S OAK STREET
UKIAH,CA95482 		NONE PC THE FUND FOR ROUND VALLEY 20,000

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		NONE PC NORTHERN SIERRA PARTNERSHIP: THE SIERRA VALLEY PRESERVE 200,000

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		NONE PC HARMONY PROJECT BAY AREA 35,000

DESTINY ARTS CENTER

970 GRACE AVE
OAKLAND,CA94608 		NONE PC DESTINY ARTS IN SCHOOLS 30,000

EARTH TEAM

1301 SOUTH 46TH STREET BLDG 155
RICHMOND,CA94804 		NONE PC ASPHALT BREAK II 49,950

EPISCOPAL COMMUNITY SERVICES OF SF

165 8TH STREET
SAN FRANCISCO,CA94103 		NONE PC SOCIAL CONNECTION FOR EXTREMELY LOW-INCOME SENIORS 35,000

FRONT PORCH COMMUNITIES FOUNDATION

800 N BRAND BLVD FL 19
GLENDALE,CA91203 		NONE PC CONNECTIONS EVERYWHERE! 50,000

GIRLS INC OF ALAMEDA COUNTY

510 16TH STREET
OAKLAND,CA94612 		NONE PC CREATIVITY AND CONNECTION: THE WHOLE GIRL APPROACH 30,000

KALA ART INSTITUTE

1060 HEINZ AVENUE
BERKELEY,CA94710 		NONE PC YOUTH ART PROGRAMS 25,000

LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH

400 HAMILTON AVENUE SUITE 340
PALO ALTO,CA94301 		NONE PC THE CALIFORNIA MATERNAL QUALITY CARE COLLABORATIVE 100,000

ON THE MOVE

780 LINCOLN AVE
NAPA,CA94558 		NONE PC SENIOR ENGAGEMENT PROJECT 50,000

SANTA CRUZ COMMUNITY HEALTH

125 WATER STREET SUITE A2
SANTA CRUZ,CA95060 		NONE PC HEALTHY PREGNANCY PROGRAM EXPANSION 150,000

SEQUOIA LIVING

1525 POST ST
SAN FRANCISCO,CA94109 		NONE PC SEQUOIA LIVING INTERGENERATIONAL PROGRAM 25,000

STRATEGIC ENERGY INNOVATIONS

100 SMITH RANCH ROAD SUITE 124
SAN RAFAEL,CA94903 		NONE PC CLIMATE CORPS EDUCATION OUTSIDE 55,000

STUDENT CONSERVATION ASSOCIATION INC

1310 N COURTHOUSE RD SUITE 110
ARLINGTON,VA22201 		NONE PC SCA BAY AREA URBAN GREEN 25,000

THE OAKLAND PUBLIC EDUCATION FUND

PO BOX 71005
OAKLAND,CA94612 		NONE PC YOUTH BEAT: MEDIA ARTS ENGAGEMENT 25,000

THE TRUST FOR PUBLIC LAND

101 MONTGOMERY ST SUITE 1000
SAN FRANCISCO,CA94121 		NONE PC THE OAKLAND GREEN SCHOOLYARDS PROGRAM 40,000

TULEYOME

622 MAIN STREET SUITE 200
WOODLAND,CA95695 		NONE PC WOODLAND REGIONAL PARK PRESERVE 25,000

UCSF FOUNDATION

PO BOX 45339
SAN FRANCISCO,CA94145 		NONE PC COALITION FOR OLDER ADULTS SOCIAL CONNECTEDNESS 100,000

VENTANA WILDERNESS ALLIANCE

PO BOX 506
SANTA CRUZ,CA95061 		NONE PC YOUTH IN WILDERNESS 30,000

WOMEN'S AUDIO MISSION

542-544 NATOMA STREET C-1
SAN FRANCISCO,CA94103 		NONE PC GIRLS ON THE MIC 30,000

YES NATURE TO NEIGHBORHOODS

3029 MACDONALD AVE
RICHMOND,CA94804 		NONE PC PATHWAYS TO THE OUTDOORS 30,000

YES NATURE TO NEIGHBORHOODS

3029 MACDONALD AVE
RICHMOND,CA94804 		NONE PC BASE CAMP CAPITAL CAMPAIGN 125,000

YOSEMITE CONSERVANCY

101 MONTGOMERY STREET SUITE 2450
SAN FRANCISCO,CA94104 		NONE PC CONNECTING YOUTH WITH NATURE IN YOSEMITE NATIONAL PARK 50,000

YOUTH SPEAKS

265 SHOTWELL UNIT B1
SAN FRANCISCO,CA94110 		NONE PC ART EDUCATION PROGRAM 25,000

ACC SENIOR SERVICES

7334 PARK CITY DRIVE
SACRAMENTO,CA95831 		NONE PC CONNECTING SENIORS PROJECT 35,000

ALLIANCE MEDICAL CENTER

1381 UNIVERSITY AVE
HEALDSBURG,CA95448 		NONE PC EXPANDING BEHAVIORAL HEALTH SCREENING FOR PREGNANT LATINA WOMEN IN NORTHERN SONOMA COUNTY 35,000

ART WITH ELDERS

236 WEST PORTAL AVE 845
SAN FRANCISCO,CA94127 		NONE PC GENERAL SUPPORT 15,000

ARTOGETHER

236 WEST PORTAL AVE 845
OAKLAND,CA94606 		NONE PC ARTS IN SCHOOLS 20,000

CALIFORNIA SYMPHONY ORCHESTRA INC

100 PRINGLE AVE SUITE 540
WALNUT CREEK,CA94956 		NONE PC SOUND MINDS AFTER-SCHOOL PROGRAM 10,000

CHILDREN'S MUSEUM OF SONOMA COUNTY

1835 W STEELE LANE
SANTA ROSA,CA95403 		NONE PC ARTS FOR ALL 20,000

CLIMATEWORKS FOUNDATION

235 MONTGOMERY STREET 13TH FLOOR
SAN FRANCISCO,CA94104 		NONE PC FORESTS, PEOPLE, CLIMATE INITIATIVE 800,000

CLIMATEWORKS FOUNDATION

235 MONTGOMERY STREET 13TH FLOOR
SAN FRANCISCO,CA94104 		NONE PC MARITIME SHIPPING: DECARBONIZING THE PORT OF OAKLAND 200,000

COMMUNITY PARTNERSHIP FOR YOUTH

PO BOX 42
MONTEREY,CA93942 		NONE PC VISUAL & PERFORMING ART ACADEMY (VPAA) 14,350

COPE FAMILY CENTER

707 RANDOLPH STREET
NAPA,CA94559 		NONE PC READY, SET, GROW! NAPA COUNTY COLLABORATIVE FOR INFANT-PARENT HEALTH 49,000

CURRY SENIOR CENTER

315 TURK STREET
SAN FRANCISCO,CA94102 		NONE PC CAPACITY BUILDING TO ALIGN SOCIAL ISOLATION OUTCOMES 49,000

EARTH ISLAND INSTITUTE

2150 ALLSTON WAY STE 460
BERKELEY,CA94714 		NONE PC BAY AREA WILDERNESS TRAINING 25,000

EAST OAKLAND YOUTH DEVELOPMENT CENTER

8200 INTERNATIONAL BLVD
OAKLAND,CA94621 		NONE PC KUUMBAA ARTS 30,000

ENRICHING LIVES THROUGH MUSIC

2955 KERNER BLVD SUITE B
SAN RAFAEL,CA94901 		NONE PC GENERAL SUPPORT 25,000

EPICENTER OF MONTEREY

737 SOUTH MAIN STREET
SALINAS,CA93901 		NONE PC SELF CARE SATURDAY PROGRAM 10,000

FIERCE ADVOCATES

312 9TH ST
RICHMOND,CA94801 		NONE PC COCO DOULAS 49,000

GIRLVENTURES

119 FILBERT STREET
OAKLAND,CA94607 		NONE PC GENERAL SUPPORT 25,000

HIDDEN VILLA

26870 MOODY ROAD
LOS ALTOS HILLS,CA94022 		NONE PC EXPERIENTIAL EDUCATION 25,000

KAPIOLANI HEALTH FOUNDATION

55 MERCHANT STREET SUITE 2600
HONOLULU,HI96813 		NONE PC HELE MOMS 40,000

MARINE SCIENCE INSTITUTE

500 DISCOVERY PARKWAY
REDWOOD CITY,CA94063 		NONE PC DISCOVER OUR BAY 30,000

MONTEREY MUSEUM OF ART

559 PACIFIC STREET
MONTEREY,CA93940 		NONE PC INCREASING ACCESS TO THE ARTS FOR UNDERSERVED K-12 STUDENTS 15,000

MULTIPLIER

548 MARKET STREET
SAN FRANCISCO,CA94104 		NONE PC CLEAN GRID INITIATIVE 800,000

NATIONAL MARINE SANCTUARY FOUNDATION

8455 COLESVILLE ROAD SUITE 1275
SILVER SPRING,MD20910 		NONE PC OCEAN GUARDIAN SCHOOLS IN HAWAII, MAUI, MOLOKAI AND KAUAI 20,000

NURSE FAMILY PARTNERSHIP

1900 GRANT STREET 4TH FLOOR
DENVER,CO80203 		NONE PC IMPROVING MATERNAL AND CHILD HEALTH AND WELLNESS IN NORTHERN CALIFORNIA 30,000

OAKLAND FEATHER RIVER CAMP

PO BOX 11061
OAKLAND,CA94611 		NONE PC GENERAL SUPPORT 20,000

POSTPARTUM SUPPORT CENTER

57 TAMALPAIS AVE SUITE 4
SAN ANSELMO,CA94960 		NONE PC GENERAL SUPPORT 45,000

REBUILDING TOGETHER SAN FRANCISCO

535 MISSION STREET
SAN FRANCISCO,CA94106 		NONE PC AGING IN PLACE: SAFETY, CONNECTION, AND EMPOWERMENT AT HOME 30,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA A

101 ZELLERBACH HALL 4800
BERKELEY,CA94720 		NONE PC CAL PERFORMANCES BERKELEY/OAKLAND AILEYCAMP 25,000

RICHMOND DISTRICT NEIGHBORHOOD CENTER INC

741 30TH AVE
SAN FRANCISCO,CA94121 		NONE PC SAN FRANCISCO NEIGHBORHOOD CENTERS TOGETHER: SENIOR ADVISORY COUNCILS TO FIGHT SENIOR ISOLATION 30,000

SACRAMENTO SPLASH

4426 EXCELSIOR RD
MATHER,CA95655 		NONE PC PROJECT AWE 20,000

SAN FRANCISCO GIRLS CHORUS

44 PAGE STREET SUITE 200
SAN FRANCISCO,CA94102 		NONE PC MUSIC EDUCATION PROGRAMS IN BAYVIEW-HUNTERS POINT 25,000

SIENA HOUSE MATERNITY HOME OF SANTA CRUZ

108 HIGH STREET
SANTA CRUZ,CA95060 		NONE PC HEALTHY EATING PROGRAM 40,000

SONOMA LAND TRUST

822 FIFTH STREET
SANTA ROSA,CA95404 		NONE PC STUDENTS LEARNING IN MARSH ENVIRONMENTS (SLIME) 20,000

TAHOE RIM TRAIL ASSOCIATION

128 MARKET STREET SUITE 3E
STATELINE,NV89449 		NONE PC THE YOUTH BACKCOUNTRY CAMP EXPERIENCE 25,000

TEEN ADVOCACY GOING STRONG

1711 E 14TH ST
SAN LEANDRO,CA94577 		NONE PC GENERAL SUPPORT 15,000

VIDA VERDE NATURE EDUCATION

3540 LA HONDA ROAD
SAN GREGORIO,CA94074 		NONE PC MOVING STUDENT CAMPING TO HIDDEN CREEK 45,000

VILLAGE MOVEMENT CALIFORNIA

3220 FULTON ST
SAN FRANCISCO,CA94118 		NONE PC VILLAGE INCUBATOR FOR BIPOC VILLAGES 49,000

VIVALON

930 TAMALPAIS AVE
SAN RAFAEL,CA94901 		NONE PC HEALTHY AGING CENTER & CAMPUS 25,000

WINDWARD FUND

1828 L STREET NW STE 300C
WASHINGTON,DC20036 		NONE PC GLOBAL METHANE HUB 800,000

YOLO BASIN FOUNDATION

PO BOX 943
DAVIS,CA95617 		NONE PC DISCOVER THE FLYWAY SCHOOL PROGRAM 15,000

YOUTH IN ARTS

917 C STREET
SAN RAFAEL,CA94901 		NONE PC GENERAL SUPPORT 10,500
Total .................................right arrow 3a 5,220,800
bApproved for future payment

ASHBY VILLAGE
1821 CATALINA AVENUE
BERKELEY,CA94707 		NONE PC TRANSFORMING HOW WE AGE 150,000

COMMUNITY FOUNDATION OF MENDOCINO COUNTY
204 S OAK STREET
UKIAH,CA95482 		NONE PC THE FUND FOR ROUND VALLEY 40,000

DESTINY ARTS CENTER
970 GRACE AVE
OAKLAND,CA94608 		NONE PC DESTINY ARTS IN SCHOOLS 60,000

THE OAKLAND PUBLIC EDUCATION FUND
PO BOX 71005
OAKLAND,CA94612 		NONE PC YOUTH BEAT: MEDIA ARTS ENGAGEMENT 50,000

THE TRUST FOR PUBLIC LAND
101 MONTGOMERY ST SUITE 1000
SAN FRANCISCO,CA94121 		NONE PC THE OAKLAND GREEN SCHOOLYARDS PROGRAM 40,000

UCSF FOUNDATION
PO BOX 45339
SAN FRANCISCO,CA94145 		NONE PC COALITION FOR OLDER ADULTS SOCIAL CONNECTEDNESS 200,000

YES NATURE TO NEIGHBORHOODS
3029 MACDONALD AVE
RICHMOND,CA94804 		NONE PC BASE CAMP CAPITAL CAMPAIGN 125,000

CLIMATEWORKS FOUNDATION
235 MONTGOMERY STREET 13TH FLOOR
SAN FRANCISCO,CA94104 		NONE PC FORESTS, PEOPLE, CLIMATE INITIATIVE 1,600,000

MULTIPLIER
548 MARKET STREET
SAN FRANCISCO,CA94104 		NONE PC CLEAN GRID INITIATIVE 1,600,000

WINDWARD FUND
1828 L STREET NW STE 300C
WASHINGTON,DC20036 		NONE PC GLOBAL METHANE HUB 1,600,000
Total ................................. right arrow 3b 5,465,000
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 ........... 		    14 564,629  
4 Dividends and interest from securities ....     14 3,298,173  
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 ............ 		    18 774,535  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTIES 		900099     7,573  
bCLASS ACTION DISTRIBUTION 900099     2,106  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,647,016 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,647,016
(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:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 30,533 15,267   15,267

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Name of Bond End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB 7,302,192 7,302,192
SEGALL 6,497,422 6,497,422
WELLS FARGO ADVISORS 7,106,309 7,106,309

TY 2023 InvestmentsCorpStockSchedule
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB 64,547,845 64,547,845
WELLS FARGO ADVISORS 23,083,960 23,083,960

TY 2023 InvestmentsGovtObligationsSch
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
US Government Securities - End of Year Book Value:

3,334,797
US Government Securities - End of Year Fair Market Value:

3,334,797
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VENOCO FMV 23,592 23,592

TY 2023 LegalFeesSchedule
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,361 0   5,361


TY 2023 OtherAssetsSchedule
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT OF USE ASSET 95,380 50,222  


TY 2023 OtherExpensesSchedule
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL FEES 2,398 191   2,207
OFFICE EXPENSES 12,439 989   11,445
INSURANCE 4,302 342   3,960
MEMBERSHIPS AND DUES 4,711 0   4,711


TY 2023 OtherIncomeSchedule2
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 7,573 7,573 7,573
CLASS ACTION DISTRIBUTION 2,106 2,106 2,106


TY 2023 OtherIncreasesSchedule
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Description Amount
UNREALIZED GAIN 9,382,822


TY 2023 OtherLiabilitiesSchedule
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX LIABILITY 191,893 321,793
LEASE LIABILITY 95,380 50,222


TY 2023 OtherProfessionalFeesSchedule
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 60,316 60,316   0
MANAGEMENT FEES 172,904 172,904   0


TY 2023 TaxesSchedule
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX 15,936 1,268   14,668
TAX EXPENSE 191,300 0   0