2022-11-14T17:52:14-06:00 2021-12-31 330885895 LINDSAY & BROWNELL LLP 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990PF 2021-01-01 330834790 MENARD FAMILY FOUNDATION C/O LINDSAY & BROWNELL LLP MENA 8585589200 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 BARBARA MENARD TRUSTEE 8585589200 2022-11-10 1 BARBARA MENARD 999009999 MARY H MCGROARTY P00735101 8585589200 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 19114543 X 0 X 6 6 175510 175510 1755202 6788239 1755202 1930718 1930718 105000 52500 52500 8500 2975 5525 84700 84675 25 8880 4752 4128 31272 15636 15636 238352 160538 77814 756250 756250 994602 160538 834064 936116 1770180 51614 20345 20345 2296607 3259302 3259302 7328006 9241804 15334866 2411041 501277 500030 5001 5001 12087268 13022728 19114543 0 0 X 11987268 13022728 100000 0 12087268 13022728 12087268 13022728 12087268 936116 0 13023384 656 13022728 SALE OF PUBLICLY TRADED SECURITIES P 2020-01-01 2021-12-31 6372587 5033037 1339550 1339550 CAPITAL GAINS DIVIDENDS P 2020-01-01 2021-12-31 415652 415652 415652 1755202 24606 0 24606 0 24606 7371 0 25000 0 32371 0 7765 7765 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.MENARDFOUNDATION.ORG LINDSAY AND BROWNELL LLP 8585589200 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA MENARD 4467 SANTA CRUZ AVE SAN DIEGO CA 92107 TRUSTEE 14.00 75000 0 0 DON HARRINGTON 520 W ASH STREET SUITE 302 SAN DIEGO CA 92101 SECRETARY 0.25 0 0 0 MARCEL MENARD 725 WINDSOR ST 1 SANTA CRUZ CA 95062 TRUSTEE 5.00 30000 0 0 MARLENE MILLER 4152 BONANZA AVENUE SAN DIEGO CA 92117 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 15555348 3180358 0 18735706 0 0 18735706 281036 18454670 922734 922734 24606 24606 898128 0 898128 0 898128 834064 0 834064 898128 94700 0 0 834064 94700 0 0 739364 0 0 0 0 0 0 0 0 158764 0 0 0 X A FAITH THAT DOES JUSTICE 300 NEWBURY STREET BOSTON MA 02115 NONE PC GENERAL SUPPORT 6000 ARTS COUNCIL OF SANTA CRUZ 1070 RIVER STREET SANTA CRUZ CA 95060 NONE PC GENERAL SUPPORT 10000 BIRTHLINE OF SAN DIEGO COUNTY INC 3660 CLAIREMONT DRIVE SUITE 4 SAN DIEGO CA 92117 NONE PC GENERAL SUPPORT 8500 BLESSED SACRAMENT JESUIT PREPARATORY SCHOOL 6641 SUNSET BOULEVARD HOLLYWOOD CA 90028 NONE PC SCHOLARSHIPS 1000 BORDERLINKS 620 S 6TH AVENUE TUCSON AZ 85701 NONE PC GENERAL SUPPORT 6000 CASA CORNELIA LAW CENTER 2760 FIFTH AVENUE SAN DIEGO CA 92103 NONE PC GENERAL SUPPORT 15500 CASA DE LOS POBRES AC PO BOX 432256 SAN YSIDRO CA 92143 NONE PC GENERAL SUPPORT 15000 CATHOLIC CHARITIES DIOCESE OF SAN DIEGO 349 CEDAR STREET SAN DIEGO CA 92101 NONE PC GENERAL SUPPORT 25000 CATHOLIC RELIEF SERVICES 228 WEST LEXINGTON STREET BALTIMORE MD 21201 NONE PC GENERAL SUPPORT 6000 CATHOLIC THEOLOGICAL UNION - BERNARDIN CENTER 5401 SOUTH CORNELL AVENUE CHICAGO IL 60615 NONE PC GENERAL SUPPORT 6000 CENACLE SISTERS 513 W FULLERTON PARKWAY CHICAGO IL 60614 NONE PC GENERAL SUPPORT 20000 CRISIS HOUSE 1034 N MAGNOLIA AVENUE EL CAJON CA 92020 NONE PC GENERAL SUPPORT 10000 CRISTO REY SAN DIEGO JESUIT HIGH SCHOOL 3525 DEL MAR HEIGHTS RD 882 SAN DIEGO CA 92130 NONE PC GENERAL SUPPORT 29000 CRISTO REY SAN JOSE JESUIT HIGH SCHOOL 1389 E SANTA CLARA STREET SAN JOSE CA 95116 NONE PC SCHOLARSHIPS 15000 CYT INC 1545 PIONEER WAY EL CAJON CA 92020 NONE PC GENERAL SUPPORT 5000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE PC GENERAL SUPPORT 10000 FAMILY HEALTH CENTERS OF SAN DIEGO 823 GATEWAY CENTER WAY SAN DIEGO CA 92102 NONE PC GENERAL SUPPORT 6000 FATHER JOE'S VILLAGES 3350 E STREET SAN DIEGO CA 92102 NONE PC GENERAL SUPPORT 58000 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 NONE PC GENERAL SUPPORT 7000 HELEN WOODWARD ANIMAL CENTER PO BOX 64 RANCHO SANTA FE CA 92067 NONE PC GENERAL SUPPORT 5000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 NONE PC GENERAL SUPPORT 13500 IGNATIAN VOLUNTEER CORPS 112 E MADISON STREET SUITE 300 BALTIMORE MD 21202 NONE PC GENERAL SUPPORT 20000 IMMACULATE CONCEPTION CHURCH 505 E NORTH ST MORRIS IL 60450 NONE PC GENERAL SUPPORT 3000 KINO BORDER INITIATIVE PO BOX 159 NOGALES AZ 85628 NONE PC GENERAL SUPPORT 11000 KPBS 5200 CAMPANILE WAY SAN DIEGO CA 92182 NONE PC GENERAL SUPPORT 15000 KRAEMER ENDOWMENT FOUNDATION 111 W DOWNER PLACE SUITE 312 AURORA IL 60506 NONE PC GENERAL SUPPORT 2000 LAMBS PLAYERS THEATRE PO BOX 182229 CORONADO CA 92178 NONE PC GENERAL SUPPORT 19000 MARYKNOLL FATHERS & BROTHERS PO BOX 345 MARYKNOLL NY 10545 NONE PC GENERAL SUPPORT 2500 MCALISTER INSTITUTE 1400 N JOHNSON AVENUE ST SUITE 101 EL CAJON CA 92020 NONE PC GENERAL SUPPORT 2000 MCGILL UNIVERSITY - MONTREAL NEUROLOGICAL INSTITUTE 845 SHERBROOKE STREET WEST MONTREAL QUEBEC CA NONE PC - SCHOOL GENERAL SUPPORT 7000 NATIONAL ASSOCIATION OF PERINATAL SOCIAL WORKERS 750 FIRST STREET NE 800 WASHINGTON DC 20002 NONE PC GENERAL SUPPORT 5000 NATIONAL CONFLICT RESOLUTION CENTER 530 B STREET SUITE 1700 SAN DIEGO CA 92101 NONE PC GENERAL SUPPORT 1000 NATIVITY PREP ACADEMY 2755 55TH STREET SAN DIEGO CA 92105 NONE PC SCHOLARSHIPS 25000 NORTH COAST REP THEATRE 987 LOMAS SANTA FE DR SUITE D SOLANA BEACH CA 92075 NONE PC GENERAL SUPPORT 1000 NPH USA 134 NORTH LASALLE STREET SUITE 500 CHICAGO IL 60602 NONE PC GENERAL SUPPORT 8000 OUR LADY'S SCHOOL 650 24TH STREET SAN DIEGO CA 92102 NONE PC SCHOLARSHIPS 10000 OVERTURE INTERNATIONAL PO BOX 16045 HIGH POINT NC 27261 NONE PC GENERAL SUPPORT 12000 RADY CHILDREN'S HOSPITAL FOUNDATION 3020 CHILDRENS WAY MC 5001 SAN DIEGO CA 92123 NONE PC GENERAL SUPPORT 7000 RISE UP INDUSTRIES 8530 ROLAND ACRES DRIVE SANTEE CA 92071 NONE PC GENERAL SUPPORT 6000 SACRED HEART NATIVITY SCHOOL SAN JOSE 310 EDWARDS AVENUE SAN JOSE CA 95110 NONE PC SCHOLARSHIPS 15000 SAN DIEGO SYMPHONY 1245 SEVENTH AVENUE SAN DIEGO CA 92101 NONE PC GENERAL SUPPORT 5000 SCRIPPS HEALTH FOUNDATION PO BOX 2669 LA JOLLA CA 92038 NONE PC GENERAL SUPPORT 106000 SCRIPPS RESEARCH INSTITUTE 10550 NORTH TORREY PINES ROAD LA JOLLA CA 92037 NONE PC GENERAL SUPPORT 7000 SOCIETY OF THE SACRED HEART MINISTRY CENTEROAKWOOD 4120 FOREST PARK AVENUE ST LOUIS MO 63108 NONE PC GENERAL SUPPORT 21000 SOCIETY OF THE SACRED HEART UGANDAKENYA SCHOOLS PO BOX 1444 SAN CARLOS CA 94070 NONE PC GENERAL SUPPORT 15000 ST AUGUSTINE HIGH SCHOOL 3266 NUTMEG STREET SAN DIEGO CA 92104 NONE PC SCHOLARSHIPS 7500 ST MADELEINE SOPHIE'S CENTER 2119 EAST MADISON EL CAJON CA 92019 NONE PC GENERAL SUPPORT 17350 ST PAUL'S SENIOR SERVICES 328 MAPLE STREET SAN DIEGO CA 92103 NONE PC GENERAL SUPPORT 9000 THE CALIFORNIA PROVINCE OF THE SOCIETY OF JESUS PO BOX 68 LOS GATOS CA 95031 NONE PC GENERAL SUPPORT 10000 THE CENTER FOR NONVIOLENT EDUCATION AND PARENTING PO BOX 26938 LOS ANGELES CA 90026 NONE PC GENERAL SUPPORT 3000 UNIVERSITY OF SAN FRANCISCO 2130 FULTON ST SAN FRANCISCO CA 94117 NONE PC GENERAL SUPPORT 5000 WHISPERING WINDS CATHOLIC CAMP & CONFERENCE CENTER 4636 MISSION GORGE PLACE STE 203 SAN DIEGO CA 92120 NONE PC GENERAL SUPPORT 1400 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 92112 NONE PC GENERAL SUPPORT 100000 756250 0 14 6 14 175510 18 1755202 0 1930718 0 1930718 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 8500 2975 5525 FORM 990-PF, PART VII-B, QUESTION 1(A)(4) COMPENSATION OR REIMBURSED EXPENSES PAID TO A DISQUALIFIED PERSONTHE FOUNDATION COMPENSATED BARBARA MENARD AND MARCEL MENARD FOR THEIR WORK FOR THE FOUNDATION. COMPENSATION WAS BASED ON SALARY SURVEYS FOR SIMILARLY-SIZED ORGANIZATIONS AND WAS DETERMINED TO BE REASONABLE BY THE TRUSTEES. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(C). CORPORATE BONDS 501277 500030 CORPORATE STOCK 9241804 15334866 PRIOR PERIOD BASIS ADJUSTMENTS 656 INSURANCE 29875 14938 14937 OFFICE EXPENSE 372 186 186 PAYROLL FEE 1025 512 513 BANK FEES 25 0 25 CUSTODIAN FEE 3162 3162 0 INVESTMENT MANAGEMENT FEES 81513 81513 0 FOREIGN TAX 624 624 0 PAYROLL TAXES 8256 4128 4128