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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$68,431,993J 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 287,579 287,874  
4 Dividends and interest from securities... 663,417 780,490  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,379,257
b Gross sales price for all assets on line 6a 27,095,245
7 Capital gain net income (from Part IV, line 2)... 3,442,308
8 Net short-term capital gain.........  
9 Income modifications........... 25,000
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
0 204,160  
12 Total. Add lines 1 through 11........ 2,330,253 4,714,832 25,000
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
32,800 19,680   9,840
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,155,090 479,875   600,191
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
94,147 38,095   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 11,140 790   7,655
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,633 150   525
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,296,810 538,590   618,211
25 Contributions, gifts, grants paid....... 3,677,793 3,794,274
26 Total expenses and disbursements. Add lines 24 and 25 4,974,603 538,590   4,412,485
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,644,350
b Net investment income (if negative, enter -0-) 4,176,242
c Adjusted net income (if negative, enter -0-)... 25,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 868,559 2,031,746 2,031,746
3 Accounts receivable right arrow71,916
Less: allowance for doubtful accounts right arrow   72,596 71,916 71,916
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.......... 25,793 70,267 70,267
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 31,376,977 Click to see attachment
List of Attached Documents:
// Content
32,682,035 		32,682,035
c Investments—corporate bonds (attach schedule)....... 9,746,174 Click to see attachment
List of Attached Documents:
// Content
9,769,660 		9,769,660
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).......... 26,333,745 Click to see attachment
List of Attached Documents:
// Content
23,806,369 		23,806,369
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,423,844 68,431,993 68,431,993
Liabilities 17 Accounts payable and accrued expenses..........   13,622
18 Grants payable................. 1,667,217 1,550,736
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
300,330 		Click to see attachment
List of Attached Documents:
// Content
165,552
23 Total liabilities (add lines 17 through 22)......... 1,967,547 1,729,910
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........... 66,456,297 66,702,083
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)..... 66,456,297 66,702,083
30 Total liabilities and net assets/fund balances (see instructions). 68,423,844 68,431,993
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
66,456,297
2
Enter amount from Part I, line 27a .....................
2
-2,644,350
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,890,136
4
Add lines 1, 2, and 3 ..........................
4
66,702,083
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
66,702,083
Form 990-PF (2024)
Form 990-PF (2024)
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 MARKETABLE SECURITIES   2023-01-01 2024-12-31
b HCP FULL CONSEQUENCE P 2023-01-01 2024-12-31
c HCP REAL ESTATE FUND P 2023-01-01 2024-12-31
d GENERATION IM P 2023-01-01 2024-12-31
e CIM ENTERPRISE LOAN FUND, L.P. P 2023-01-01 2024-12-31
COMMUNITY EM CREDIT FUND I, LP P 2023-01-01 2024-12-31
HCP PRIVATE EQUITY FUND III LP P 2023-01-01 2024-12-31
HCP PRIVATE EQUITY FUND IV P 2023-01-01 2024-12-31
HCP PRIVATE EQUITY FUND V P 2023-01-01 2024-12-31
HCP PRIVATE EQUITY VII LP P 2023-01-01 2024-12-31
HCP SPECIAL OPPORTUNITIES P 2023-01-01 2024-12-31
ARENA NEW ZEALAND REAL ESTATE CREDIT OFFSHORE FUND III, LP P 2023-01-01 2024-12-31
(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 25,023,728   23,644,471 1,379,257
b 8,435     8,435
c 641     641
d 1,609,066     1,609,066
e 756     756
140,217     140,217
    2,835 -2,835
12,327     12,327
84,520     84,520
215,265     215,265
    5,631 -5,631
290     290
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,379,257
b       8,435
c       641
d       1,609,066
e       756
      140,217
      -2,835
      12,327
      84,520
      215,265
      -5,631
      290
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,442,308
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 58,050
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 58,050
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 58,050
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 63,352
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 78,352
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 20,302
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow20,302 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 VICE CHAIR AND CO-TREASURER
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
ROB MILLIS DIRECTOR
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
SARA KOE DIRECTOR
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 (2024)
Form 990-PF (2024)
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 750,239
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
SEPIO CAPITAL LLC INVESTMENT FEES 404,851
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 (2024)
Form 990-PF (2024)
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
66,553,527
b
Average of monthly cash balances.......................
1b
2,351,961
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
68,905,488
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
68,905,488
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,033,582
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
67,871,906
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,393,595
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
3,393,595
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
58,050
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
131
c
Add lines 2a and 2b............................
2c
58,181
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,335,414
4
Recoveries of amounts treated as qualifying distributions................
4
25,000
5
Add lines 3 and 4............................
5
3,360,414
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
3,360,414
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
4,412,485
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
4,412,485
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,360,414
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 309,015
b From 2020...... 513,360
c From 2021...... 823,667
d From 2022...... 1,180,833
e From 2023...... 1,421,564
f Total of lines 3a through e ........ 4,248,439
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,412,485
a Applied to 2023, 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 2024 distributable amount..... 3,360,414
e Remaining amount distributed out of corpus 1,052,071
5 Excess distributions carryover applied to 2024. 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 5,300,510
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		309,015
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,991,495
10 Analysis of line 9:
a Excess from 2020.... 513,360
b Excess from 2021.... 823,667
c Excess from 2022.... 1,180,833
d Excess from 2023.... 1,421,564
e Excess from 2024.... 1,052,071
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEFANI WILLIS EXECUTIVE DIRECTOR
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 (2024)
Form 990-PF (2024)
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 		  PC NOURISHING PREGNANCY PROGRAM 28,000

826 VALENCIA

826 VALENCIA STREET
SAN FRANCISCO,CA94110 		  PC 826 VALENCIAS EARLY LITERACY PROGRAM 50,000

826 VALENCIA

826 VALENCIA STREET
SAN FRANCISCO,CA94110 		  PC FOR GENERAL SUPPORT 500

A HOME WITHIN

195 41ST STREET 11172 SUITE 300
OAKLAND,CA94611 		  PC TO SUPPORT SF IMPLEMENTATION OF BUILDING PRACTICE IN COMMUNITY PROGRAM 40,000

ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES

110 GOUGH STREET SUITE 301
SAN FRANCISCO,CA94102 		  PC TO SUPPORT IN-SCHOOL MENTAL HEALTH PROGRAM 40,000

AMERICAN RIVERS INC

1101 14TH ST NW SUITE 1400
WASHINGTON,DC20005 		  PC BUILDING COLLABORATIVE PARTNERSHIPS FOR ENHANCED WATERSHED RESILIENCE 50,000

ASIAN HEALTH SERVICES

101 8TH STREET SUITE 100
OAKLAND,CA94607 		  PC FOR SUPPORT OF THE HEALTHY MOTHERS, HEALTHY BABIES PROGRAM 30,000

AT THE CROSSROADS

167 JESSIE STREET
SAN FRANCISCO,CA94105 		  PC FOR GENERAL SUPPORT 500

AT THE CROSSROADS

167 JESSIE STREET
SAN FRANCISCO,CA94105 		  PC FOR GENERAL SUPPORT 40,000

BAY AREA SCORES

530 DIVISADERO ST 741
SAN FRANCISCO,CA94117 		  PC FOR GENERAL SUPPORT OF AMERICA SCORES BAY AREA 20,000

BEATS RHYMES AND LIFE INC

450 SANTA CLARA AVE
OAKLAND,CA94610 		  PC BEATS RHYMES AND LIFE'S OUTREACH AND PREVENTION AND EARLY INTERVENTION (PEI) STRATEGY IN SAN FRANCISCO 30,000

BLUE MOUNTAIN LAND TRUST

PO BOX 1473
WALLA WALLA,WA99362 		  PC STEWARDSHIP ASSOCIATE - PHIPPS MEADOW PROJECT MANAGER 50,000

BLUE MOUNTAINS FOREST PARTNERS

PO BOX 595
MOUNT VERNON,OR97865 		  PC GENERAL SUPPORT 40,000

BOYS & GIRLS CLUBS OF SAN FRANCISCO

380 FULTON STREET
SAN FRANCISCO,CA94102 		  PC FOR BEHAVIORAL HEALTH SERVICES PROGRAM 25,000

BRIDGE THE GAP COLLEGE PREP

PO BOX 1390
SAUSALITO,CA94965 		  PC TO SUPPORT EARLY LITERACY INTERVENTION IN MARIN CITY 25,000

BUCKELEW PROGRAMS

201 ALAMEDA DEL PRADO 103
NOVATO,CA94949 		  PC FOR SUPPORT OF SERVICES PROVIDE THROUGH LA MATERNIDAD Y ESPERANZA 55,000

CALIFORNIA HERITAGE INDIGENOUS RESEARCH PROJECT

PO BOX 2624
NEVADA CITY,CA95959 		  PC FOR WATERSHED RESTORATION 40,000

CALIFORNIA TROUT

435 PACIFIC AVE SUITE 200
SAN FRANCISCO,CA94133 		  PC KLAMATH BASIN SALMON RECOVERY AND HABITAT RESTORATION 100,000

CALIFORNIA TROUT

435 PACIFIC AVE SUITE 200
SAN FRANCISCO,CA94133 		  PC FOR GENERAL SUPPORT 3,000

CANDID

PO BOX 22799
NEW YORK,NY10087 		  PC FOR GENERAL SUPPORT 3,000

CATHOLIC CHARITIES OF SANTA CLARA COUNTY

2625 ZANKER ROAD
SAN JOSE,CA95134 		  PC THE BABY STEPS PROGRAM 25,000

CATHOLIC CHARITIES OF SANTA CLARA COUNTY

2625 ZANKER ROAD
SAN JOSE,CA95134 		  PC THE NEW BEGINNINGS PROGRAM 50,000

CENTRAL OREGON FOREST STEWARDSHIP FOUNDATION

740 NE THIRD ST SUITE 3-70
BEND,OR97701 		  PC FOR DESCHUTES COLLABORATIVE FOREST PROJECT 35,000

CENTRAL OREGON LANDWATCH

2843 NW LOLO DR SUITE 200
BEND,OR97703 		  PC EQUITABLE WATER DISTRIBUTION IN THE DESCHUTES BASIN 15,000

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		  PC BAY AREA EARLY CHILDHOOD FUNDERS 4,000

COMMUNITY INSTITUTE FOR PSYCHOTHERAPY

1330 LINCOLN AVENUE 201
SAN RAFAEL,CA94901 		  PC SCHOOL-BASED SERVICES AND STUDENT AND FAMILY COUNSELING SUPPORT 30,000

CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE

2211 PALM AVE
SAN MATEO,CA94403 		  PC 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 		  PC GENERAL SUPPORT 53,000

FAMILY CONNECTIONS CENTERS

2565 SAN BRUNO AVENUE
SAN FRANCISCO,CA94134 		  PC BUILDING A FOUNDATION OF EARLY CARE AND FAMILY SUPPORT 60,000

FAMILY CONNECTIONS CENTERS

2565 SAN BRUNO AVENUE
SAN FRANCISCO,CA94134 		  PC EARLY LITERACY FOR YOUNG LEARNERS 25,000

FREEDOM FORWARD

198 POTRERO AVENUE
SAN FRANCISCO,CA94103 		  PC MENTAL HEALTH AT THE HYPE CENTER 20,000

GOOD SAMARITAN FAMILY RESOURCE CENTER OF SAN FRANCISCO

1294 POTRERO AVE
SAN FRANCISCO,CA94110 		  PC ENHANCED PARENTING 50,000

GUM MOON RESIDENCE HALL

940 WASHINGTON ST
SAN FRANCISCO,CA94108 		  PC THE EARLY CHILDHOOD DEVELOPMENT AND PARENT SUPPORT PROGRAM 45,000

HOMELESS CHILDREN'S NETWORK

3450 3RD STREET BUILDING 1 UNIT 1C
SAN FRANCISCO,CA94124 		  PC GENERAL OPERATING SUPPORT 50,000

HOMELESS PRENATAL PROGRAM INC

2500 18TH ST
SAN FRANCISCO,CA94110 		  PC WELLNESS SERVICES 50,000

HOOPA VALLEY TRIBE

190 LOOP ROAD PO BOX 417
HOOPA,CA95546 		  PC RESTORING THE TRINITY RIVER 40,000

HUCKLEBERRY YOUTH PROGRAMS INC

3450 GEARY BLVD SUITE 107
SAN FRANCISCO,CA94118 		  PC FOR HUCKLEBERRY TEEN HEALTH PROGRAM (HTHP) 30,000

INSTITUTE FOR FISHERIES RESOURCES

NORTHWEST OFFICE PO BOX 11170
EUGENE,OR97440 		  PC FOR RESTORING SALMON TO KLAMATH RIVER TRIBUTARIES 25,000

JEWISH FAMILY & CHILDREN'S SERVICES

2150 POST STREET PO BOX 159004
SAN FRANCISCO,CA94115 		  PC FOR THE EARLY CHILDHOOD MENTAL HEALTH PROGRAM 20,000

JUMPSTART FOR YOUNG CHILDREN INC

235 MONTGOMERY STREET SUITE 1025
SAN FRANCISCO,CA94104 		  PC JUMPSTART: STRENGTHENING THE EARLY EDUCATION SECTOR 50,000

KARUK TRIBE

PO BOX 282
ORLEANS,CA95556 		  PC FOR THE SALMON RIVER SPRING-RUN CHINOOK (ISHYAT) RESEARCH COLLABORATION 34,524

KIDPOWER TEENPOWER FULLPOWER INTERNATIONAL

1474 6TH AVENUE
SAN FRANCISCO,CA94122 		  PC FOR FROM TRAUMA TO THRIVING 30,000

LA CASA DE LAS MADRES

1269 HOWARD STREET
SAN FRANCISCO,CA94103 		  PC FOR PARENT & FAMILY SUPPORT PROGRAMS FOR DOMESTIC VIOLENCE SURVIVORS 10,000

LARKIN STREET YOUTH SERVICES

134 GOLDEN GATE AVE
SAN FRANCISCO,CA94102 		  PC FOR YOUTH SERVICES WELLNESS PROGRAM 30,000

LAVENDER YOUTH RECREATION AND INFORMATION CENTER(LYRIC)

127 COLLINGWOOD STREET
SAN FRANCISCO,CA94114 		  PC GENERAL SUPPORT 40,000

LEGACY GLOBAL PROGRAMS

4435 E HOLMES AVE
MESA,AZ85206 		  PC FOR REVIVING BLUE SKY (NEW LEAF CLIMATE PARTNERS) 30,000

LINCOLN

1266 14TH STREET
OAKLAND,CA94607 		  PC TRAUMA-INFORMED PLAYGROUPS AT THE MANDELA FAMILY RESOURCE CENTER 35,000

LOTUS BLOOM

2800 PARK BOULEVARD
OAKLAND,CA94610 		  PC 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 		  PC GENERAL SUPPORT 40,000

MID KLAMATH WATERSHED COUNCIL

PO BOX 409
ORLEANS,CA95556 		  PC WESTERN KLAMATH RESTORATION PARTNERSHIP, WKRP 75,000

MODOC NATION

22 N EIGHT TRIBES TRL
MIAMI,OK74354 		  PC TO SUPPORT MODOC HOMELAND EFFORTS 40,000

MOUNT ST JOSEPH-ST ELIZABETH

100 MASONIC AVENUE
SAN FRANCISCO,CA94118 		  PC THE PARENT-CHILD CENTER 35,000

MUJERES UNIDAS Y ACTIVAS

3543 18TH STREET BOX 23
SAN FRANCISCO,CA94110 		  PC FOR SUPPORT OF THE APAPACHOS (WARM EMBRACES) IN ALAMEDA AND SAN FRANCISCO 50,000

NEW CREATION HOME MINISTRIES

422 HIBISCUS COURT
EAST PALO ALTO,CA94303 		  PC EARLY CHILDHOOD DEVELOPMENT PROGRAM 25,000

NORTH FORK JOHN DAY WATERSHED COUNCIL

PO BOX 444 691 HWY 395 N
LONG CREEK,OR97856 		  PC FOR GENERAL SUPPORT 37,000

NORTH MARIN COMMUNITY SERVICES

680 WILSON AVENUE
NOVATO,CA94947 		  PC FOR STRENGTHENING YOUTH MENTAL HEALTH 30,000

NORTHERN CALIFORNIA GRANTMAKERS

160 SPEAR STREET SUITE 360
SAN FRANCISCO,CA94105 		  PC GENERAL OPERATING SUPPORT 6,750

ONE LIFE COUNSELING CENTER

1303 SAN CARLOS AVE
SAN CARLOS,CA94070 		  PC FOR GENERAL SUPPORT 500

ONE LIFE COUNSELING CENTER

1303 SAN CARLOS AVE
SAN CARLOS,CA94070 		  PC FOR THE PARENT AND CHILD SUPPORT PROGRAM 35,000

OREGON WILD

5825 NORTH GREELEY
PORTLAND,OR97217 		  PC RESTORING & PROTECTING ECOSYSTEMS IN THE UPPER DESCHUTES AND JOHN DAY BASINS 40,000

PARENT SERVICES PROJECT INC

79 BELVEDERE STREET 101
SAN RAFAEL,CA94901 		  PC FOR RAISING A READER MARIN 30,000

PARENT SERVICES PROJECT INC

79 BELVEDERE STREET 101
SAN RAFAEL,CA94901 		  PC APRENDIENDO JUNTOS/LEARNING TOGETHER 50,000

PENINSULA FAMILY CONNECTIONS

3460 BAYSHORE ROAD SUITE 202
PALO ALTO,CA94303 		  PC THE NURTURING FAMILIES PROJECT 35,000

PENINSULA FAMILY SERVICE

24 SECOND AVENUE
SAN MATEO,CA94401 		  PC TO SUPPORT PARENTING WORKSHOPS AT THE SAN MATEO EARLY LEARNING CENTER 25,000

POINT REYES BIRD OBSERVATORY

3820 CYPRESS DRIVE SUITE 11
PETALUMA,CA94954 		  PC INCREASING THE PACE, SCALE, AND EFFICACY OF MEADOW RESTORATION IN THE SIERRA NEVADA 50,000

POSTPARTUM SUPPORT CENTER

4162 REDWOOD HWY
SAN RAFAEL,CA94903 		  PC GENERAL OPERATING SUPPORT 40,000

PROJECT AVARY INC

PO BOX 150088
SAN RAFAEL,CA94915 		  PC GENERAL SUPPORT 50,000

PUENTE DE LA COSTA SUR

PO BOX 554 620 NORTH STREET
PESCADERO,CA94060 		  PC TO SUPPORT THE SUEOS UNIDOS / UNITED DREAMS BILINGUAL CHILDCARE CO-OP 30,000

REACH OUT AND READ BAY AREA

192 MONTEVINA WAY SUITE 201
HAYWARD,CA94545 		  PC GENERAL SUPPORT OF REACH OUT AND READ SAN FRANCISCO 25,000

READING PARTNERS

638 3RD ST
OAKLAND,CA94607 		  PC GENERAL SUPPORT OF READING PARTNERS SAN FRANCISCO 60,000

SACRED HEART COMMUNITY SERVICE

1381 SOUTH FIRST STREET
SAN JOSE,CA95110 		  PC SAFE, SECURE AND LOVED: RESILIENT FAMILIES 55,000

SAFE & SOUND

1757 WALLER STREET
SAN FRANCISCO,CA94117 		  PC INTEGRATED FAMILY SUPPORT FOR CHILDREN PRENATAL TO 3 AND THEIR CAREGIVERS 45,000

SAFE PASSAGES

1017 CLAY STREET
OAKLAND,CA94607 		  PC SUPPORT OF THE PREGNANT AND PARENTING TEENS PROGRAM 30,000

SAN FRANCISCO EDUCATION FUND

650 MISSION ST THIRD FLOOR
SAN FRANCISCO,CA94105 		  PC HIGH-IMPACT LITERACY TUTORING IN SFUSD 40,000

SAN FRANCISCO EDUCATION FUND

650 MISSION ST THIRD FLOOR
SAN FRANCISCO,CA94105 		  PC GENERAL OPERATING SUPPORT 500

SAN FRANCISCO EDUCATION FUND

650 MISSION ST THIRD FLOOR
SAN FRANCISCO,CA94105 		  PC GENERAL SUPPORT OF THE SF LITERACY COALITION 500

SAN FRANCISCO GENERAL HOSPITAL FOUNDATION

PO BOX 410836
SAN FRANCISCO,CA94141 		  PC SOLID START'S PERINATAL RESOURCE INTEGRATION AND SERVICE PROGRAM 25,000

SAN JOSE GRAIL FAMILY SERVICES

2003 E SAN ANTONIO ST
SAN JOSE,CA95116 		  PC BIRTH AND BEYOND FAMILY EMPOWERMENT 40,000

SEQUOIA LIVING INC

1525 POST STREET
SAN FRANCISCO,CA94109 		  PC TO SUPPORT EXPERIENCE CORPS BAY AREA IN SAN FRANCISCO AND MARIN 20,000

SHINE TOGETHER INC

SOBRATO CENTER FOR NONPROFITS 508
VALLEY WAY
MILPITAS,CA95035 		  PC TO SUPPORT THE SAN JOSE PROGRAM 30,000

SIDE BY SIDE

300 SUNNY HILLS DRIVE
SAN ANSELMO,CA94960 		  PC FOR THE YOUTHRIVE EARLY INTERVENTION FOR K-5 YOUTH 25,000

SIERRA STREAMS INSTITUTE

117 NEW MOHAWK ROAD SUITE H
NEVADA CITY,CA95959 		  PC FOR GENERAL SUPPORT 50,000

SILVIX RESOURCES

590 W 13TH AVE
EUGENE,OR97402 		  PC FOR COLLABORATIVE FOREST PLANNING FOR THE BLUE MOUNTAINS FOREST PLAN REVISION 10,000

SOMOS MAYFAIR INC

1695 ALUM ROCK AVE SUITE 10
SAN JOSE,CA95116 		  PC ACTIVITIES OF FAMILY RESOURCE CENTERS FOCUSED ON FAMILIES / CAREGIVERS OF CHILDREN AGES 0-3 45,000

SOUTH COUNTY COMMUNITY HEALTH CENTER INC

1885 BAY ROAD
EAST PALO ALTO,CA94303 		  PC THE CENTERINGPREGNANCY AND CENTERINGPARENTING PROGRAMS 30,000

SOUTH FORK JOHN DAY WATERSHED COUNCIL

150 EAST MAIN STREET SUITE 102
JOHN DAY,OR97845 		  PC $25,000 FOR GENERAL SUPPORT AND $25,000 FOR THE JOHN DAY BASIN PARTNERSHIP 50,000

SOUTH YUBA RIVER CITIZENS LEAGUE

313 RAILROAD AVE SUITE 101
NEVADA CITY,CA95959 		  PC GENERAL SUPPORT 60,000

SPARK SF PUBLIC SCHOOLS

135 VAN NESS AVENUE ROOM 119
SAN FRANCISCO,CA94102 		  PC EACH AND EVERY BY NAME 35,000

SPRINGBOARD COLLABORATIVE

1500 JOHN F KENNEDY SUITE 1160
PHILADELPHIA,PA19102 		  PC 2022-25 PROGRAM SUPPORT FOR BAY AREA LITERACY PROGRAMMING 50,000

STARVISTA

818 MAHLER ROAD
BURLINGAME,CA94010 		  PC SUPPORT OF EARLY CHILDHOOD MENTAL HEALTH CONSULTATION AND HEALTHY HOMES IN SAN MATEO COUNTY 50,000

STARVISTA

818 MAHLER ROAD
BURLINGAME,CA94010 		  PC SUPPORT OF THE EARLY CHILDHOOD MENTAL HEALTH CONSULTATION PROGRAM IN SANTA CLARA COUNTY 25,000

SUSTAINABLE NORTHWEST

233 SW NAITO PARKWAY SUITE 200
PORTLAND,OR97204 		  PC FOR ADVANCING CLIMATE RESILIENCE, RESTORATION AND SOCIAL JUSTICE IN THE UPPER KLAMATH BASIN 45,000

TANDEM PARTNERS IN EARLY LEARNING

1275 FAIRFAX AVENUE SUITE 201
SAN FRANCISCO,CA94124 		  PC SAN FRANCISCO PROGRAMS AND OPERATIONS 60,000

THE 5IVE PILLARS ORGANIZATION

23192 MAUD AVE
HAYWARD,CA94544 		  PC FOR THE WELLNESS PROGRAM 20,000

THE FRESHWATER TRUST

PO BOX 9205
PORTLAND,OR97207 		  PC DRIVING NEW CONSERVATION FUNDING AND COORDINATED INVESTMENT TO RESTORATION 120,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO

C/O UCSF OFFICE OF SPONSORED
RESEARCH BOX 0962 490 ILLINOIS STRE
SAN FRANCISCO,CA94158 		  PC THE INFANT PARENT PROGRAMS PERINATAL MENTAL HEALTH SERVICE PROJECT 40,000

THE SIERRA FUND

411 GRASS VALLEY HWY 1004
AUBURN,CA95603 		  PC RESILIENT SIERRA NEVADA WATERSHEDS 50,000

THE SIERRA FUND

411 GRASS VALLEY HWY 1004
AUBURN,CA95603 		  PC FOR GAUGE REPAIR 7,500

THE TRUST FOR PUBLIC LAND

23 GEARY ST STE 1000
SAN FRANCISCO,CA94108 		  PC NORTHERN SIERRA AND KLAMATH CONSERVATION PROGRAMS 40,000

THE WILD SALMON CENTER

2001 NW 19TH AVE 200
PORTLAND,OR97209 		  PC RESTORING SPRING CHINOOK TO THE MID-KLAMATH 60,000

THINK WILD

62410 ERICKSON ROAD
BEND,OR97701 		  PC FOR BEAVER WORKS OREGON 30,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		  PC GENERAL OPERATING SUPPORT (OASIS FOR GIRLS) 40,000

TROUT UNLIMITED INC

1700 N MOORE STREET SUITE 2005
ARLINGTON,VA22209 		  PC FOR IMPLEMENTING PROCESS BASED RESTORATION IN CRITICAL WATERSHEDS THROUGH PARTNERSHIP 40,000

WESTERN ENVIRONMENTAL LAW CENTER

120 SHELTON MCMURPHEY BLVD SUITE
340
EUGENE,OR97401 		  PC CONSERVING AND RESTORING OREGONS WATERSHEDS AND FORESTS THROUGH COLLABORATION 35,000

WU YEE CHILDREN'S SERVICES

827 BROADWAY STREET
SAN FRANCISCO,CA94133 		  PC PERINATAL TO THREE FAMILY SUPPORT PROGRAMS 35,000
Total .................................right arrow 3a 3,794,274
bApproved for future payment

ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES
110 GOUGH STREET SUITE 301
SAN FRANCISCO,CA94102 		  PC TO SUPPORT IN-SCHOOL MENTAL HEALTH PROGRAM 80,000

AT THE CROSSROADS
167 JESSIE STREET
SAN FRANCISCO,CA94105 		  PC FOR GENERAL SUPPORT 80,000

BLUE MOUNTAIN LAND TRUST
PO BOX 1473
WALLA WALLA,WA99362 		  PC STEWARDSHIP ASSOCIATE - PHIPPS MEADOW PROJECT MANAGER 50,000

BLUE MOUNTAINS FOREST PARTNERS
PO BOX 595
MOUNT VERNON,OR97865 		  PC GENERAL SUPPORT 40,000

CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER ROAD
SAN JOSE,CA95134 		  PC THE NEW BEGINNINGS PROGRAM 100,000

COMMUNITY INSTITUTE FOR PSYCHOTHERAPY
1330 LINCOLN AVENUE 201
SAN RAFAEL,CA94901 		  PC SCHOOL-BASED SERVICES AND STUDENT AND FAMILY COUNSELING SUPPORT 60,000

DESCHUTES RIVER CONSERVANCY
700 NW HILL STREET SUITE 1
BEND,OR97701 		  PC GENERAL SUPPORT 53,000

HUCKLEBERRY YOUTH PROGRAMS INC
3450 GEARY BLVD SUITE 107
SAN FRANCISCO,CA94118 		  PC FOR HUCKLEBERRY TEEN HEALTH PROGRAM (HTHP) 60,000

INSTITUTE FOR FISHERIES RESOURCES
NORTHWEST OFFICE PO BOX 11170
EUGENE,OR97440 		  PC FOR RESTORING SALMON TO KLAMATH RIVER TRIBUTARIES 25,000

LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVE
SAN FRANCISCO,CA94102 		  PC FOR YOUTH SERVICES WELLNESS PROGRAM 60,000

LAVENDER YOUTH RECREATION AND INFORMATION CENTER(LYRIC)
127 COLLINGWOOD STREET
SAN FRANCISCO,CA94114 		  PC GENERAL SUPPORT 80,000

LEGACY GLOBAL PROGRAMS
4435 E HOLMES AVE
MESA,AZ85206 		  PC FOR REVIVING BLUE SKY(NEW LEAF CLIMATE PARTNERS) 15,000

LOTUS BLOOM
2800 PARK BOULEVARD
OAKLAND,CA94610 		  PC FOR GENERAL PROGRAM SUPPORT OF MULTICULTURAL FAMILY RESOURCE CENTERS SERVING FAMILIES WITH CHILDREN AGES 0-3 YEARS OLD IN OAKLAND. 40,000

MID KLAMATH WATERSHED COUNCIL
PO BOX 409
ORLEANS,CA95556 		  PC WESTERN KLAMATH RESTORATION PARTNERSHIP, WKRP 75,000

OREGON WILD
5825 NORTH GREELEY
PORTLAND,OR97217 		  PC RESTORING & PROTECTING ECOSYSTEMS IN THE UPPER DESCHUTES AND JOHN DAY BASINS 40,000

POINT REYES BIRD OBSERVATORY
3820 CYPRESS DRIVE SUITE 11
PETALUMA,CA94954 		  PC INCREASING THE PACE, SCALE, AND EFFICACY OF MEADOW RESTORATION IN THE SIERRA NEVADA 50,000

PROJECT AVARY INC
PO BOX 150088
SAN RAFAEL,CA94915 		  PC GENERAL SUPPORT 100,000

REACH OUT AND READ BAY AREA
192 MONTEVINA WAY SUITE 201
HAYWARD,CA94545 		  PC GENERAL SUPPORT OF REACH OUT AND READ SAN FRANCISCO 50,000

READING PARTNERS
638 3RD ST
OAKLAND,CA94607 		  PC GENERAL SUPPORT OF READING PARTNERS SAN FRANCISCO 120,000

SAN FRANCISCO EDUCATION FUND
650 MISSION ST THIRD FLOOR
SAN FRANCISCO,CA94105 		  PC HIGH-IMPACT LITERACY TUTORING IN SFUSD 80,000

SIERRA STREAMS INSTITUTE
117 NEW MOHAWK ROAD SUITE H
NEVADA CITY,CA95959 		  PC FOR GENERAL SUPPORT 50,000

SOUTH YUBA RIVER CITIZENS LEAGUE
313 RAILROAD AVE SUITE 101
NEVADA CITY,CA95959 		  PC GENERAL SUPPORT 60,000

TANDEM PARTNERS IN EARLY LEARNING
1275 FAIRFAX AVENUE SUITE 201
SAN FRANCISCO,CA94124 		  PC SAN FRANCISCO PROGRAMS AND OPERATIONS 120,000

THE WILD SALMON CENTER
2001 NW 19TH AVE 200
PORTLAND,OR97209 		  PC RESTORING SPRING CHINOOK TO THE MID-KLAMATH 60,000

TIDES CENTER
PO BOX 889385
LOS ANGELES,CA90088 		  PC GENERAL OPERATING SUPPORT(OASIS FOR GIRLS) 40,000
Total ................................. right arrow 3b 1,588,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 287,579  
4 Dividends and interest from securities ....     14 663,417  
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 1,379,257  
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 2,330,253 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,330,253
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 32,800 19,680   9,840

TY 2024 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 2024 InvestmentsCorpBondsSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Name of Bond End of Year Book Value End of Year Fair Market Value
BONDS 9,769,660 9,769,660

TY 2024 InvestmentsCorpStockSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Name of Stock End of Year Book Value End of Year Fair Market Value
STOCKS 32,682,035 32,682,035

TY 2024 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 23,806,369 23,806,369

TY 2024 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 2,883 0   0
DUES AND SUBSCRIPTION 750 150   525


TY 2024 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   -86,000  
K-1 TAX/BOOK DIFFERENCE DEDUCTION   -61,406  
K-1 TAX/BOOK DIFFERENCE DEDUCTION OTHER INCOME   351,566  


TY 2024 OtherIncreasesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Description Amount
UNREALIZED GAIN IN INVESTMENTS 2,755,358
CHANGE IN DEFERRED TAX LIABILITY 134,778


TY 2024 OtherLiabilitiesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 300,330 165,552


TY 2024 OtherProfessionalFeesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 404,851 404,851   0
FOUNDATION MANAGEMENT FEES 750,239 75,024   600,191


TY 2024 TaxesSchedule
Name:
BELLA VISTA FOUNDATION
EIN:
94-3345967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 56,027 0   0
FOREIGN TAXES ON INVESTMENTS 38,095 38,095   0
STATE FILING 25 0   0