Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
WALNUT CREEK
State or province
CA
Country  
ZIP or foreign postal code
94596
A Employer identification number

94-1643626
B Telephone number (see instructions)

9259354138
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$138,636,606J 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 .................
3 Interest on savings and temporary cash investments 485,143 485,143  
4 Dividends and interest from securities... 6,004,525 6,004,525  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,517,107
b Gross sales price for all assets on line 6a 20,105,717
7 Capital gain net income (from Part IV, line 2)... 4,517,107
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
2,313 2,313  
12 Total. Add lines 1 through 11........ 11,009,088 11,009,088  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 219,914 15,394   204,520
14 Other employee salaries and wages...... 63,706 6,371   57,335
15 Pension plans, employee benefits....... 6,093 855   5,238
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,347 17,173   17,174
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
149,158 128,158   21,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
327,332 1,431   16,901
19 Depreciation (attach schedule) and depletion... 1,344 0  
20 Occupancy.............. 32,101 2,506   29,595
21 Travel, conferences, and meetings....... 600 0   600
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,855 862   27,993
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 863,450 172,750   380,356
25 Contributions, gifts, grants paid....... 3,115,747 5,483,829
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,979,197 172,750   5,864,185
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,029,891
b Net investment income (if negative, enter -0-) 10,836,338
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 473,168 3,480,395 3,480,395
3 Accounts receivable 52,682
Less: allowance for doubtful accounts   10,803 52,682 52,682
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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) 1,673,666 Click to see attachment
List of Attached Documents:
// Content
1,617,343 		1,617,343
b Investments—corporate stock (attach schedule)....... 99,825,579 Click to see attachment
List of Attached Documents:
// Content
115,019,799 		115,019,799
c Investments—corporate bonds (attach schedule)....... 20,408,157 Click to see attachment
List of Attached Documents:
// Content
18,434,673 		18,434,673
11 Investments—land, buildings, and equipment: basis 14,940
Less: accumulated depreciation (attach schedule) 10,940 5,344 4,000 4,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 22,164 Click to see attachment
List of Attached Documents:
// Content
22,363 		22,363
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
124,395 		Click to see attachment
List of Attached Documents:
// Content
98,000 		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) 122,548,627 138,734,606 138,636,606
Liabilities 17 Accounts payable and accrued expenses.......... 24,169 22,335
18 Grants payable................. 3,170,443 802,361
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 ) Click to see attachment
List of Attached Documents:
// Content
500,388 		Click to see attachment
List of Attached Documents:
// Content
632,293
23 Total liabilities (add lines 17 through 22)......... 3,695,000 1,456,989
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 118,853,627 137,277,617
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 118,853,627 137,277,617
30 Total liabilities and net assets/fund balances (see instructions). 122,548,627 138,734,606
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
118,853,627
2
Enter amount from Part I, line 27a .....................
2
7,029,891
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
11,394,099
4
Add lines 1, 2, and 3 ..........................
4
137,277,617
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
137,277,617
Form 990-PF (2025)
Form 990-PF (2025)
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 20,105,717   15,588,610 4,517,107
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       4,517,107
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 4,517,107
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 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) 1 150,625
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........................... 3 150,625
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- ..... 5 150,625
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 148,401
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.............. 7 148,401
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,224
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
CA
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 2025 or the taxable year beginning in 2025? 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 addressWWW.JVLF.ORG
14
The books are in care ofHEATHER HONEGGER Telephone no. (925) 935-4138

Located at500 YGNACIO VALLEY ROAD SUITE 330WALNUT CREEKCA ZIP+494596
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		173,000 46,914 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 		63,706 6,152 0
500 YGNACIO VALLEY RD 330
WALNUT CREEK,CA94596
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 72,131
24 CORPORATE PLAZA SUITE 150
NEWPORT BEACH,CA92660
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
129,013,703
b
Average of monthly cash balances.......................
1b
1,249,029
c
Fair market value of all other assets (see instructions)................
1c
80,396
d
Total (add lines 1a, 1b, and 1c).......................
1d
130,343,128
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
130,343,128
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,955,147
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
128,387,981
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
6,419,399
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
6,419,399
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
150,625
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
150,625
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,268,774
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,268,774
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
6,268,774
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, line 26, column (d) ..........
1a
5,864,185
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
5,864,185
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 6,268,774
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 5,707,251
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 5,864,185
a Applied to 2024, but not more than line 2a 5,707,251
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 2025 distributable amount..... 156,934
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		6,111,840
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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

ASHBY VILLAGE

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

ARTS COUNCIL SANTA CRUZ COUNTY

1070 RIVER STREET
SANTA CRUZ,CA95060 		NONE   MARIPOSA ARTS 25,000

CANTARE CON VIVO

2619 BROADWAY
OAKLAND,CA94612 		NONE   CHORAL MUSIC EDUCATION FOR 2,650 UNDER-RESOURCED OAKLAND STUDENTS 25,000

CLIMATEWORKS FOUNDATION

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

COMMUNITY FOUNDATION OF MENDOCINO COUNTY

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

DESTINY ARTS CENTER

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

HELUNA HEALTH

13300 CROSSROADS PARKWAY NORTH
SUITE 450
CITY OF INDUSTRY,CA91746 		NONE   SISTERWEB: COMMUNITY DOULA NETWORK 25,000

MULTIPLIER

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

NATUREBRIDGE

1033 FORT CRONKHITE
SAUSALITO,CA94965 		NONE   INCREASING ACCESS TO OUTDOOR ENVIRONMENTAL EDUCATION 25,000

THE CERES COMMUNITY PROJECT

PO BOX 1562
SEBASTOPOL,CA95473 		NONE   THE CENTER FOR FOOD, YOUTH & COMMUNITY 100,000

THE OAKLAND PUBLIC EDUCATION FUND

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

UCSF FOUNDATION

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

VIDA VERDE NATURE EDUCATION

3540 LA HONDA ROAD
SAN GREGORIO,CA94074 		NONE   MULTI-DAY ENVIRONMENTAL EDUCATION EXPERIENCES 30,000

WINDWARD FUND

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

YOSEMITE CONSERVANCY

101 MONTGOMERY STREET SUITE 2450
SAN FRANCISCO,CA94104 		NONE   CONNECTING YOUTH WITH NATURE 50,000

ACTION COUNCIL OF MONTEREY COUNTY

295 MAIN STREET SUITE 500
SALINAS,CA93901 		NONE   ARTISTS INK: CEPANOA ARTS 10,000

ACTON DIGITAL INC

2855 E MANOA ROAD STE 105-157
HONOLULU,HI96822 		NONE   TECH SAVVY TEENS: EMPOWERING SENIORS THROUGH DIGITAL LITERACY 10,000

ART ESCAPE

17474 HIGHWAY 12
SONOMA,CA95476 		NONE   TUITION-FREE VISUAL ARTS PROGRAMS FOR UNDERSERVED STUDENTS IN SONOMA SPRINGS 15,000

ASHBY VILLAGE

1821 CATALINA AVENUE
BERKELEY,CA94707 		NONE   EXPANDING ACCESS TO HEALTHCARE FOR OLDER ADULTS 150,000

BIG CITY MOUNTAINEERS

5394 MARSHALL ST STE 200
ARVADA,CO80002 		NONE   PROVIDING TRANSFORMATIVE EXPERIENCES IN NATURE FOR YOUTH 10,000

BIG SUR LAND TRUST

509 HARTNELL STREET
MONTEREY,CA93940 		NONE   YOUTH & FAMILY PROGRAMS 15,000

BUCKELEW PROGRAMS

201 ALAMEDA DEL PRADO SUITE 103
NOVATO,CA94949 		NONE   MATERNIDAD Y ESPERANZA 35,000

CALIFORNIA SYMPHONY ORCHESTRA INC

100 PRINGLE AVE SUITE 540
WALNUT CREEK,CA94956 		NONE   SOUND MINDS 20,000

CALIFORNIANS FOR THE ADVANCEMENT OF MIDWIFERY

PO BOX 104
SAN LEANDRO,CA94577 		NONE   ELIMINATING MATERNAL HEALTH DISPARITIES THROUGH MIDWIFERY 30,000

CAMP PHOENIX

10974 STAR CT STE 205 UNIT 59
OAKLAND,CA94603 		NONE   CAMP PHOENIX NATURE ACCESS & LEADERSHIP 15,000

CITY YOUTH NOW

375 WOODSIDE AVENUE
SAN FRANCISCO,CA94127 		NONE   EMPOWERMENT IN THE ARTS PROGRAM: ART CLASSES FOR AT-PROMISE YOUTH 15,000

CORAZON HEALDSBURG

PO BOX 1004
HEALDSBURG,CA95448 		NONE   MI BEB Y YO PRE- AND PERINATAL EDUCATION AND SUPPORT 25,000

CURRY SENIOR CENTER

315 TURK STREET
SAN FRANCISCO,CA94102 		NONE   DATA INTEGRATION AND OUTCOMES PROMOTING SOCIAL AND SERVICE CONNECTION 60,000

DAYBREAK ADULT CARE

151 CALLAN AVE SUITE 308
SAN LEANDRO,CA94577 		NONE   CONNECTED SENIORS: TRANSPORTATION & FITNESS FOR HEALTHY AGING 16,276

EARTH ISLAND INSTITUTE

2150 ALLSTON WAY SUITE 460
BERKELEY,CA94704 		NONE   BAY AREA WILDERNESS TRAINING: OUTDOOR GEAR LIBRARY 30,000

EAST OAKLAND YOUTH DEVELOPMENT CENTER (EOYDC)

8200 INTERNATIONAL BLVD
OAKLAND,CA94621 		NONE   KUUMBA ARTS 15,000

ENGAGE

PO BOX 1686
RANCHO CUCAMONGA,CA91729 		NONE   ENGAGE IN CREATIVITY 10,000

ENRICHING LIVES THROUGH MUSIC

2955 KERNER BLVD SUITE B
SAN RAFAEL,CA94901 		NONE   TUITION-FREE, INTENSIVE MUSIC EDUCATION 30,000

FIERCE ADVOCATES

312 9TH STREET
RICHMOND,CA94801 		NONE   COCO DOULAS TRAINING AND DOULA CARE PROGRAM 40,000

FRIENDS OF SANTA CRUZ STATE PARKS

1543 PACIFIC AVE SUITE 206
SANTA CRUZ,CA95060 		NONE   KIDS2PARKS (K2P) 10,000

FRIENDS OF SAUSAL CREEK

PO BOX 2737
OAKLAND,CA94602 		NONE   SAUSAL CREEK YOUTH LEARN AND LEAD (SCYLL) 15,000

GIRLVENTURES

119 FILBERT STREET
OAKLAND,CA94607 		NONE   GENERAL OPERATING SUPPORT 30,000

GOLDEN GATE NATIONAL PARKS CONSERVANCY

201 FORT MASON
SAN FRANCISCO,CA94123 		NONE   LINKING INDIVIDUALS TO THEIR NATURAL COMMUNITY (LINC) 15,000

HALE HAUOLI HAWAII

98-1247 KAAHUMANU STREET SUITE 207
AIEA,HI96701 		NONE   ADULT DAY CENTER AT ST. ANDREW HONOLULU 29,500

HARMONY PROJECT BAY AREA

791 MYRA WAY
SAN FRANCISCO,CA94127 		NONE   EXPANDING OAKLAND & DALY CITY PROGRAMS, HIRING AN ASSISTANT TEACHER 30,000

HAWAII LAND TRUST

1108 FORT STREET MALL STE 4
HONOLULU,HI96813 		NONE   CULTIVATING CONNECTIONS BETWEEN YOUTH AND SPECIAL LANDS IN HAWAII 15,000

HEALTHCARE FOUNDATION NORTHERN SONOMA COUNTY

SUITE A 111 MONTE VISTA AVENUE
HEALDSBURG,CA95448 		NONE   CLOVERDALE ECO GROUP: CLOVERDALE SENIOR TRANSPORTATION SERVICES 30,000

HUMBOLDT SENIOR RESOURCE CENTER

1910 CALIFORNIA ST
EUREKA,CA95501 		NONE   BRIDGING THE DISTANCE: TRANSPORTATION FOR SENIORS AND ADULTS WITH DISABILITIES 20,000

INDEPENDENT ARTS & MEDIA

2830 20TH STREET STE 201
SAN FRANCISCO,CA94110 		NONE   BRIDGING ACCESS TO MATERNAL HEALTH CARE FOR LATINA AND MAYAN IMMIGRANTS 15,000

INSTITUTE ON AGING

3575 GEARY BOULEVARD
SAN FRANCISCO,CA94118 		NONE   COMPANIOA 60,000

KALA ART INSTITUTE

1060 HEINZ AVENUE
BERKELEY,CA94710 		NONE   KALA ARTISTS-IN-SCHOOLS AND YOUTH ART PROGRAMS 30,000

KARMA CLUB TEEN

PO BOX 351
ROSS,CA94957 		NONE   KARMA CLUB ARTS PROGRAM 10,000

LEAP ARTS IN EDUCATION

PO BOX 427005
SAN FRANCISCO,CA94142 		NONE   ARTIST-IN-RESIDENCE PROGRAM FOR UNDERSERVED BAY AREA STUDENTS 20,000

LIFE LEARNING ACADEMY

651 8TH ST TREASURE ISLAND
SAN FRANCISCO,CA94130 		NONE   OUTDOOR LEADERSHIP ENRICHMENT PROJECT 15,000

LITQUAKE FOUNDATION

268 BUSH ST 4226
SAN FRANCISCO,CA94104 		NONE   ELDER PROJECT 2026 10,000

LIVING JAZZ

1528 WEBSTER STREET 2
OAKLAND,CA94612 		NONE   LIVING JAZZ ROOTED (LJR), FORMERLY THE LIVING JAZZ CHILDREN'S PROJECT (LJCP) 10,000

MARIN CITY HEALTH AND WELLNESS CENTER

4000 CIVIC CENTER DRIVE STE 360
SAN RAFAEL,CA94903 		NONE   EXPANDING PRENATAL/POSTNATAL RESOURCES FOR LOW-INCOME, BLACK WOMEN 150,000

MARINE SCIENCE INSTITUTE

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

MEALS ON WHEELS OF THE MONTEREY PENINSULA

700 JEWELL AVE
PACIFIC GROVE,CA93950 		NONE   CIRCLE OF FRIENDS: HEARTS AND MINDS TOGETHER 10,000

MOLLY'S ANGELS

433 SOSCOL AVE STE A100
NAPA,CA94559 		NONE   ANGELS EXPRESS VAN TRANSPORTATION 15,000

MOTHERS' MILK BANK CALIFORNIA

1887 MONTEREY HWY STE 110
SAN JOSE,CA95112 		NONE   TECHNOLOGY REFRESH 92,244

NAPA VALLEY EDUCATION FOUNDATION

530 3RD STREET
NAPA,CA94559 		NONE   NAPA VALLEY YOUTH ARTS INITIATIVE 10,000

OAKLAND FEATHER RIVER CAMP

PO BOX 11061
OAKLAND,CA94611 		NONE   ACCESS TO NATURE OUTREACH PROGRAM 30,000

OAKLAND PUBLIC EDUCATION FUND

PO BOX 71005
OAKLAND,CA94612 		NONE   OAKLAND GOES OUTDOORS 20,000

ON THE MOVE

780 LINCOLN AVE
NAPA,CA94558 		NONE   SENIOR ENGAGEMENT AND WELLNESS PROGRAM 60,000

PETALUMA HEALTH CENTER

1179 N MCDOWELL BLVD
PETALUMA,CA94952 		NONE   HEALTHY AIR FOR A HEALTHY START: HVAC REPLACEMENT TO IMPROVE MATERNAL HEALTH 40,000

PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER

305 SOSCOL AVENUE
NAPA,CA94559 		NONE   LA CULTURA CURA PARA ABUELITOS 30,000

REBUILDING TOGETHER SAN FRANCISCO

WEWORK C/O REBUILDING TOGETHER SF
535 MISSION ST 14TH FLOOR
SAN FRANCISCO,CA94105 		NONE   SAFE AT HOME PROGRAM 10,000

REGENERATIVE SERVICES KAUAI

PO BOX 3776
LIHUE,HI96766 		NONE   LAULIMA NO NA OHANA - VILLAGE PROJECT 15,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY

101 ZELLERBACH HALL 4800 UNIVERSITY
OF CALIFORNIA
BERKELEY,CA94720 		NONE   BERKELEY/OAKLAND AILEYCAMP 30,000

RICHMOND ART CENTER

2540 BARRETT AVENUE
RICHMOND,CA94804 		NONE   YOUTH ARTS PROGRAMS 30,000

RIOS TO RIVERS

100 TOMORROW ROAD
SOMES BAR,CA95569 		NONE   PADDLE TRIBAL WATERS: CONNECTING RIVERS IN NORTHERN CALIFORNIA 10,000

RIVER PARTNERS

580 VALLOMBROSA AVE
CHICO,CA95926 		NONE   BUILDING THE NEXT DOS RIOS 200,000

SALUD PARA LA GENTE

PO BOX 1870
WATSONVILLE,CA95077 		NONE   ADVANCING MATERNAL HEALTH EQUITY THROUGH SHARED MEDICAL APPOINTMENTS 40,000

SAN FRANCISCO ARTS EDUCATION PROJECT

135 VAN NESS AVENUE 110
SAN FRANCISCO,CA94102 		NONE   SFARTSEDS ARTISTS-IN-SCHOOLS PROGRAM 15,000

SAN FRANCISCO CHILDREN'S ART CENTER

2 MARINA BLVD FORT MASON CENTER
BLDG C
SAN FRANCISCO,CA94123 		NONE   SUMMER ARTS PROGRAM FOR SAN FRANCISCO YOUTH 10,000

SANTA CRUZ COMMUNITY HEALTH

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

SANTA CRUZ SYMPHONY

307 CHURCH STREET
SANTA CRUZ,CA95060 		NONE   CARNEGIE WEIL LINK UP PROGRAM 20,000

SANTA LUCIA CONSERVANCY

5240 CARMEL VALLEY RD
CARMEL,CA93923 		NONE   ENVIRONMENTAL EDUCATION FOR MONTEREY COUNTY YOUTH 15,000

SANTA ROSA MEMORIAL HOSPITAL

151 SOTOYOME ST
SANTA ROSA,CA95405 		NONE   SANTA ROSA MEMORIAL HOSPITAL OUTPATIENT LACTATION SUPPORT PROGRAM 120,000

SANTA ROSA SYMPHONY ASSOCIATION

50 SANTA ROSA AVENUE STE 410
SANTA ROSA,CA95404 		NONE   SIMPLY STRINGS 15,000

SAVE THE REDWOODS

111 SUTTER STREET 11TH FLOOR
SAN FRANCISCO,CA94104 		NONE   REDWOOD EDUCATION PROGRAM 35,000

SIERRA NEVADA JOURNEYS

PO BOX 1631
RENO,NV89505 		NONE   OVERNIGHT OUTDOOR LEARNING 20,809

SISTERWEB

1912 KEITH STREET
SAN FRANCISCO,CA94124 		NONE   KINDRED BIRTH COMPANIONS (COMMUNITY DOULA PROGRAM) 30,000

THE CENTER FOR ARTESTEEM

3111 WEST STREET
OAKLAND,CA94608 		NONE   ARTESTEEM VISUAL ARTS EDUCATION PROGRAM 10,000

THE CENTER FOR INDEPENDENT LIVING INC

3075 ADELINE ST SUITE 100
BERKELEY,CA94703 		NONE   PEER COUNSELING AND SOCIAL ENGAGEMENT FOR SENIORS AGING INTO DISABILITY 50,000

THE TRUST FOR PUBLIC LAND

101 MONTGOMERY ST SUITE 1000
SAN FRANCISCO,CA94121 		NONE   NORTHERN CALIFORNIA GREEN SCHOOLYARDS PROGRAM 60,000

TURNAROUND ARTS CALIFORNIA

12541 BEATRICE STREET
LOS ANGELES,CA90066 		NONE   TEACHING AND LEARNING THROUGH THE ARTS: NORTHERN CALIFORNIA SCHOOL PARTNERSHIPS 15,000

UPVALLEY FAMILY CENTERS OF NAPA COUNTY

1440 SPRING ST
SAINT HELENA,CA94574 		NONE   FOSTERING SOCIAL CONNECTIONS FOR ISOLATED SENIORS IN RURAL NAPA COUNTY 15,000

VENTANA WILDERNESS ALLIANCE

288 PEARL ST SUITE 101
MONTEREY,CA93940 		NONE   TRANSFORMING YOUTH THROUGH ACCESS TO THE BIG SUR BACKCOUNTRY 30,000

VIVALON

930 TAMALPAIS AVE
SAN RAFAEL,CA94901 		NONE   TECHNOLOGY FOR BETTER LIVING 10,000

VIVO YOUTH ORCHESTRAS

PO BOX 1206
SONOMA,CA95476 		NONE   BUILDING BRIDGES THROUGH MUSIC: EQUIPPING NEW CLASSROOMS FOR VIVO'S GROWTH 30,000

WEST CONTRA COSTA PUBLIC EDUCATION FUND

1400 MARINA WAY S
RICHMOND,CA94804 		NONE   BAY AREA CREATIVE'S SPARC CREATIVITY 25,000

WEST COUNTY HEALTH CENTERS

14045 MILL STREET
GUERNEVILLE,CA95446 		NONE   PRENATAL/POSTPARTUM HOME VISITS AND COMMUNITY ENGAGEMENT 40,000

WEST COUNTY SALESIAN YOUTH CLUB

2801 MORAN AVE
RICHMOND,CA94804 		NONE   STUDIO UPGRADE: ART & MUSIC FOR ALL 10,000

YES NATURE TO NEIGHBORHOODS

3029 MACDONALD AVE
RICHMOND,CA94804 		NONE   YOUTH LEADERSHIP PATHWAYS 30,000

YMCA OF THE EAST BAY

2111 MARTIN LUTHER KING JR WAY
BERKELEY,CA94704 		NONE   CAMP LOMA MAR 20,000

YOUNG AUDIENCES OF NORTHERN CALIFORNIA

57 POST ST 511
SAN FRANCISCO,CA94104 		NONE   2X (ARTS + CULTURE) = 4X ACADEMIC SUCCESS 15,000

YOUTH IN ARTS

917 C STREET
SAN RAFAEL,CA94901 		NONE   YOUTH IN ARTS EDUCATION PARTNERSHIP IN SAN RAFAEL CITY SCHOOLS 15,000

ZACCHO SF

1777 YOSEMITE AVE STE 330
SAN FRANCISCO,CA94124 		NONE   ZACCHO'S YOUTH PERFORMING ARTS PROGRAM (YPAP) 10,000
Total ................................. 3a 5,483,829
bApproved for future payment

CURRY SENIOR CENTER
315 TURK STREET
SAN FRANCISCO,CA94102 		NONE   DATA INTEGRATION AND OUTCOMES PROMOTING SOCIAL AND SERVICE CONNECTION 60,000

EARTH ISLAND INSTITUTE
2150 ALLSTON WAY SUITE 460
BERKELEY,CA94704 		NONE   BAY AREA WILDERNESS TRAINING: OUTDOOR GEAR LIBARARY 30,000

FIERCE ADVOCATES
312 9TH STREET
RICHMOND,CA94801 		NONE   COCO DOULAS TRAINING AND DOULA CARE PROGRAM 40,000

GIRLVENTURES
119 FILBERT STREET
OAKLAND,CA94607 		NONE   GENERAL OPERATING SUPPORT 30,000

MARINE SCIENCE INSTITUTE
500 DISCOVERY PARKWAY
REDWOOD CITY,CA94063 		NONE   DISCOVER OUR BAY 30,000

MOTHERS' MILK BANK CALIFORNIA
1887 MONTEREY HWY STE 110
SAN JOSE,CA95112 		NONE   TECHNOLOGY REFRESH 51,872

ON THE MOVE
780 LINCOLN AVE
NAPA,CA94558 		NONE   SENIOR ENGAGEMENT AND WELLNESS PROGRAM 60,000

SAVE THE REDWOODS
111 SUTTER STREET 11TH FLOOR
SAN FRANCISCO,CA94104 		NONE   REDWOOD EDUCATION PROGRAM 35,000

THE TRUST FOR PUBLIC LAND
101 MONTGOMERY ST SUITE 1000
SAN FRANCISCO,CA94121 		NONE   NORTHERN CALIFORNIA GREEN SCHOOLYARDS PROGRAM 60,000

YES NATURE TO NEIGHBORHOODS
3029 MACDONALD AVE
RICHMOND,CA94804 		NONE   YOUTH LEADERSHIP PATHWAYS 60,000
Total ................................. 3b 456,872
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 485,143  
4 Dividends and interest from securities ....     14 6,004,525  
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 4,517,107  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		900099   15 2,313  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 11,009,088 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,009,088
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 34,347 17,173   17,174

TY 2025 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 7,248,170 7,248,170
SEGALL 5,971,749 5,971,749
BOWHAY INVESTMENTS 5,214,754 5,214,754

TY 2025 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 97,919,342 97,919,342
BOWHAY INVESTMENTS 17,100,457 17,100,457

TY 2025 InvestmentsGovtObligationsSch
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
US Government Securities - End of Year Book Value:

1,617,343
US Government Securities - End of Year Fair Market Value:

1,617,343
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 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 22,363 22,363

TY 2025 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 124,395 98,000  


TY 2025 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 2,610 204   2,406
OFFICE EXPENSES 16,168 332   15,836
INSURANCE 4,180 326   3,854
MEMBERSHIPS AND DUES 5,897 0   5,897


TY 2025 OtherIncomeSchedule2
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 2,313 2,313 2,313


TY 2025 OtherIncreasesSchedule
Name:
THE JOSEPH AND VERA LONG FOUNDATION
EIN:
94-1643626
Description Amount
UNREALIZED GAIN 11,394,099


TY 2025 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 375,993 534,293
LEASE LIABILITY 124,395 98,000


TY 2025 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 72,131 72,131   0
MANAGEMENT FEES 55,759 55,759   0
CONSULTING FEES 21,268 268   21,000


TY 2025 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 18,332 1,431   16,901
TAX EXPENSE 309,000 0   0