2021-11-15T16:10:28-06:00 2020-12-31 330885895 LINDSAY & BROWNELL LLP 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990PF 2020-01-01 330834790 MENARD FAMILY FOUNDATION C/O LINDSAY & BROWNELL LLP MENA 8585589200 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 BARBARA MENARD TRUSTEE 8585589200 2021-09-28 1 BARBARA MENARD 999009999 MARY H MCGROARTY P00735101 8585589200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 17066746 X 0 X 14 14 178468 178468 -402602 6891077 0 -224120 178482 105000 52500 52500 8500 2975 5525 76805 76722 83 8651 4512 4138 32381 16153 16228 231337 152862 78474 772216 772216 1003553 152862 850690 -1227673 25620 63899 51614 51614 687977 2296607 2296607 7260168 7328006 12288800 5315672 2411041 2429725 5001 5001 13327716 12087268 17066746 0 0 X 13127716 11987268 200000 100000 13327716 12087268 13327716 12087268 13327716 -1227673 0 12100043 12775 12087268 SALE OF PUBLICLY TRADED SECURITIES P 2019-01-01 2020-12-31 6891060 7293679 -402619 -402619 SECURITIES LITIGATION PROCEEDS P 2020-01-01 2020-12-31 17 17 17 -402602 356 0 356 0 356 7727 0 0 0 7727 0 7371 7371 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 12.00 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 4.60 30000 0 0 MARLENE MILLER 4152 BONANZA AVENUE SAN DIEGO CA 92117 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 14000864 1517335 0 15518199 0 0 15518199 232773 15285426 764271 764271 356 356 763915 0 763915 0 763915 850690 0 850690 0 850690 763915 181475 0 0 850690 181475 0 0 669215 0 0 0 0 0 0 0 0 94700 0 0 0 X A FAITH THAT DOES JUSTICE 300 NEWBURY STREET BOSTON MA 02115 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 ARTS COUNCIL OF SANTA CRUZ 1070 RIVER STREET SANTA CRUZ CA 95060 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 BIRTHLINE OF SAN DIEGO COUNTY INC 3660 CLAIREMONT DRIVE SUITE 4 SAN DIEGO CA 92117 NONE PUBLIC CHARITY GENERAL SUPPORT 6500 BLESSED SACRAMENT JESUIT PREPARATORY SCHOOL 6641 SUNSET BOULEVARD HOLLYWOOD CA 90028 NONE SCHOOL SCHOLARSHIPS 10000 BORDERLINKS 620 S 6TH AVENUE TUCSON AZ 85701 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 CASA CORNELIA LAW CENTER 2760 FIFTH AVENUE SAN DIEGO CA 92103 NONE PUBLIC CHARITY GENERAL SUPPORT 21666 CASA DE LOS POBRES AC PO BOX 432256 SAN YSIDRO CA 92143 NONE PUBLIC CHARITY GENERAL SUPPORT 16000 CATHOLIC CHARITIES DIOCESE OF SAN DIEGO 349 CEDAR STREET SAN DIEGO CA 92101 NONE PUBLIC CHARITY GENERAL SUPPORT 26000 CATHOLIC RELIEF SERVICES 228 WEST LEXINGTON STREET BALTIMORE MD 21201 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 CATHOLIC THEOLOGICAL UNION - BERNARDIN CENTER 5401 SOUTH CORNELL AVENUE CHICAGO IL 60615 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 CENACLE SISTERS 513 W FULLERTON PARKWAY CHICAGO IL 60614 NONE PUBLIC CHARITY GENERAL SUPPORT 20000 CRISIS HOUSE 1034 N MAGNOLIA AVENUE EL CAJON CA 92020 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 CRISTO REY SAN DIEGO JESUIT HIGH SCHOOL 3525 DEL MAR HEIGHTS RD 882 SAN DIEGO CA 92130 NONE SCHOOL GENERAL SUPPORT 20000 CRISTO REY SAN JOSE JESUIT HIGH SCHOOL 1389 E SANTA CLARA STREET SAN JOSE CA 95116 NONE SCHOOL SCHOLARSHIPS 15000 CYT INC 1545 PIONEER WAY EL CAJON CA 92020 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL SUPPORT 7000 FAMILY HEALTH CENTERS OF SAN DIEGO 823 GATEWAY CENTER WAY SAN DIEGO CA 92102 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 FATHER JOE'S VILLAGES 3350 E STREET SAN DIEGO CA 92102 NONE PUBLIC CHARITY GENERAL SUPPORT 58500 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 HELEN WOODWARD ANIMAL CENTER PO BOX 64 RANCHO SANTA FE CA 92067 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 NONE PUBLIC CHARITY GENERAL SUPPORT 12500 IGNATIAN VOLUNTEER CORPS 112 E MADISON STREET SUITE 300 BALTIMORE MD 21202 NONE PUBLIC CHARITY GENERAL SUPPORT 20000 KINO BORDER INITIATIVE PO BOX 159 NOGALES AZ 85628 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 KPBS 5200 CAMPANILE WAY SAN DIEGO CA 92182 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 KRAEMER ENDOWMENT FOUNDATION 111 W DOWNER PLACE SUITE 312 AURORA IL 60506 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 LAMBS PLAYERS THEATRE PO BOX 182229 CORONADO CA 92178 NONE PUBLIC CHARITY GENERAL SUPPORT 14000 LITERACY FIRST CHARTER HIGH SCHOOL 8425 PALM STREET LEMON GROVE CA 91945 NONE SCHOOL GENERAL SUPPORT 2000 MARYKNOLL FATHERS & BROTHERS PO BOX 345 MARYKNOLL NY 10545 NONE PUBLIC CHARITY GENERAL SUPPORT 2500 MONTREAL NEUROLOGICAL INSTITUTE AND HOSPITAL 3801 RUE UNIVERSITY MONTREAL QUEBEC CA H3A 2B4 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 NATIONAL ASSOCIATION OF PERINATAL SOCIAL WORKERS 750 FIRST STREET NE 800 WASHINGTON DC 20002 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 NATIVITY PREP ACADEMY 2755 55TH STREET SAN DIEGO CA 92105 NONE SCHOOL SCHOLARSHIPS 25000 NPH USA 134 NORTH LASALLE STREET SUITE 500 CHICAGO IL 60602 NONE PUBLIC CHARITY GENERAL SUPPORT 8000 OUR LADY'S SCHOOL 650 24TH STREET SAN DIEGO CA 92102 NONE SCHOOL SCHOLARSHIPS 8000 OVERTURE INTERNATIONAL PO BOX 16045 HIGH POINT NC 27261 NONE PUBLIC CHARITY GENERAL SUPPORT 11000 RADY CHILDREN'S HOSPITAL FOUNDATION 3020 CHILDRENS WAY MC 5001 SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 RISE UP INDUSTRIES 8530 ROLAND ACRES DRIVE SANTEE CA 92071 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 SACRED HEART NATIVITY SCHOOL SAN JOSE 310 EDWARDS AVENUE SAN JOSE CA 95110 NONE SCHOOL SCHOLARSHIPS 15000 SAN DIEGO SYMPHONY 1245 SEVENTH AVENUE SAN DIEGO CA 92101 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 SCRIPPS HEALTH FOUNDATION PO BOX 2669 LA JOLLA CA 92038 NONE PUBLIC CHARITY GENERAL SUPPORT 130000 SCRIPPS RESEARCH INSTITUTE 10550 NORTH TORREY PINES ROAD LA JOLLA CA 92037 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 SOCIETY OF THE SACRED HEART MINISTRY CENTEROAKWOOD 4120 FOREST PARK AVENUE ST LOUIS MO 63108 NONE CHURCH GENERAL SUPPORT 20000 SOCIETY OF THE SACRED HEART UGANDAKENYA SCHOOLS PO BOX 1444 SAN CARLOS CA 94070 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 ST AUGUSTINE HIGH SCHOOL 3266 NUTMEG STREET SAN DIEGO CA 92104 NONE SCHOOL SCHOLARSHIPS 5000 ST MADELEINE SOPHIE'S CENTER 2119 EAST MADISON EL CAJON CA 92019 NONE PUBLIC CHARITY GENERAL SUPPORT 20550 ST PAUL'S SENIOR SERVICES 328 MAPLE STREET SAN DIEGO CA 92103 NONE PUBLIC CHARITY GENERAL SUPPORT 4000 THE CALIFORNIA PROVINCE OF THE SOCIETY OF JESUS PO BOX 68 LOS GATOS CA 95031 NONE PUBLIC CHARITY GENERAL SUPPORT 27000 THE CENTER FOR NONVIOLENT EDUCATION AND PARENTING PO BOX 26938 LOS ANGELES CA 90026 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 UNIVERSITY OF SAN FRANCISCO 2130 FULTON ST SAN FRANCISCO CA 94117 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 WHISPERING WINDS CATHOLIC CAMP & CONFERENCE CENTER 4636 MISSION GORGE PLACE STE 203 SAN DIEGO CA 92120 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 92112 NONE PUBLIC CHARITY GENERAL SUPPORT 105000 772216 0 14 14 14 178468 18 -402602 0 -224120 0 -224120 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 2411041 2429725 CORPORATE STOCK 7328006 12288800 PRIOR PERIOD BASIS ADJUSTMENTS 12775 FILING FEES 75 0 75 INSURANCE 27964 13982 13982 OFFICE EXPENSE 1542 771 771 PAYROLL FEE 2800 1400 1400 BANK FEES 83 0 83 CUSTODIAN FEE 6668 6668 0 INVESTMENT MANAGEMENT FEES 70054 70054 0 FOREIGN TAX 384 384 0 FRANCHISE TAX BOARD 10 0 10 PAYROLL TAXES 8257 4128 4128