2019-05-15T17:31:22-05:00 2018-12-31 330885895 LINDSAY & BROWNELL LLP 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990PF 2018-01-01 330834790 MENARD FAMILY FOUNDATION C/O LINDSAY & BROWNELL LLP MENA 8585589200 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 BARBARA MENARD TRUSTEE 8585589200 2019-05-14 1 MARY H MCGROARTY P00735101 8585589200 2018 2022-09-23 18:48:47Z X 15614758 X 24023 155 155 206344 206344 989591 7203266 989591 1220113 1196090 105000 52500 52500 8500 2975 5525 89476 89476 0 46249 9120 9129 300 0 4275 2138 2137 36377 17944 18433 290177 174153 87724 730866 730866 1021043 174153 818590 199070 1021937 56023 26312 26312 1335963 1058264 1058264 7103944 8433066 10542631 4835307 4012965 3987376 5001 4826 475 175 175 13331712 13530782 15614758 399 399 399 399 X 12931313 13230383 400000 300000 13331313 13530383 13331712 13530782 13331313 199070 0 13530383 0 13530383 SALE OF PUBLICLY TRADED SECURITIES P 6778157 6213675 564482 564482 CAPITAL GAINS DIVIDENDS P 425109 425109 425109 989591 0 781606 16834530 0.046429 764682 16089140 0.047528 783406 17352562 0.045146 808325 17425395 0.046388 748065 16495754 0.045349 0.230840 0.046168 17432548 804826 10219 815045 818590 X 10219 0 10219 0 10219 24185 0 0 24185 0 13966 13966 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 14.50 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 16488573 1209445 0 17698018 0 0 17698018 265470 17432548 871627 871627 10219 10219 861408 0 861408 0 861408 818590 0 818590 10219 808371 861408 144138 0 0 818590 144138 0 0 674452 0 0 0 0 0 0 0 0 186956 0 0 0 X A FAITH THAT 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92102 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 FATHER JOE'S VILLAGES 3350 E STREET SAN DIEGO CA 92102 NONE PUBLIC CHARITY GENERAL SUPPORT 56000 FREE THE KIDS INC 5704 W MARKET STREET 8947 GREENSBORO NC 27419 NONE PUBLIC CHARITY GENERAL SUPPORT 7000 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 10000 IGNATIAN VOLUNTEER CORPS 112 E MADISON STREET SUITE 300 BALTIMORE MD 21202 NONE PUBLIC CHARITY GENERAL SUPPORT 16600 INTERNATIONAL FOUNDATION FOR HOPE PO BOX 28491 AUSTIN TX 78755 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 KINO BORDER INITIATIVE PO BOX 159 NOGALES AZ 85628 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 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 1000 LAMBS PLAYERS THEATRE PO BOX 182229 CORONADO CA 92178 NONE PUBLIC CHARITY GENERAL SUPPORT 12000 LIBERTY CHARTER HIGH SCHOOL 8425 PALM STREET LEMON GROVE CA 91945 NONE SCHOOL GENERAL SUPPORT 2000 LIVE OAK SCHOOL DISTRICT 984-1 BOSTWICK LN SANTA CRUZ CA 95062 NONE SCHOOL GENERAL SUPPORT 1000 MARYKNOLL FATHERS & BROTHERS PO BOX 345 MARYKNOLL NY 10545 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 MONTREAL NEUROLOGICAL INSTITUTE AND HOSPITAL 3801 RUE UNIVERSITY MONTREAL QUEBEC CA H3A 2B4 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 NATIONAL ASSOCIATION OF PERINATAL SOCIAL WORKERS 750 FIRST STREET NE 800 WASHINGTON DC 20002 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 NATIONAL GEOGRAPHIC SOCIETY 1145 17TH STREET NW WASHINGTON DC 20036 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 NATIVITY PREP ACADEMY 2755 55TH STREET SAN DIEGO CA 92105 NONE SCHOOL SCHOLARSHIPS 15000 NPH USA 134 NORTH LASALLE STREET SUITE 500 CHICAGO IL 60602 NONE PUBLIC CHARITY GENERAL SUPPORT 7000 OUR LADY'S SCHOOL 650 24TH STREET SAN DIEGO CA 92102 NONE SCHOOL SCHOLARSHIPS 5000 RADY CHILDREN'S HOSPITAL FOUNDATION 3020 CHILDRENS WAY MC 5001 SAN DIEGO CA 92123 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 RIVER BLUFF HIGH SCHOOL 320 CORLEY MILL ROAD LEXINGTON SC 29072 NONE SCHOOL GENERAL SUPPORT 1000 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 4000 SOCIETY OF THE SACRED HEART MINISTRY CENTEROAKWOOD 4120 FOREST PARK AVENUE ST LOUIS MO 63108 NONE CHURCH GENERAL SUPPORT 5000 SOCIETY OF THE SACRED HEART UGANDAKENYA SCHOOLS PO BOX 1444 SAN CARLOS CA 94070 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 SPIRITUAL MINISTRY CENTER 4822 DEL MAR AVENUE SAN DIEGO CA 92107 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 ST AUGUSTINE HIGH SCHOOL 3266 NUTMEG STREET SAN DIEGO CA 92104 NONE SCHOOL SCHOLARSHIPS 5000 ST JUDE SCHOOL SOBOBA INDIAN RESERVATION PO BOX 302 SAN JACINTO CA 92581 NONE SCHOOL SCHOLARSHIPS 2000 ST MADELEINE SOPHIE'S CENTER 2119 EAST MADISON EL CAJON CA 92019 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 THE CALIFORNIA PROVINCE OF THE SOCIETY OF JESUS PO BOX 68 LOS GATOS CA 95031 NONE PUBLIC CHARITY GENERAL SUPPORT 26000 THE CENTER FOR NONVIOLENT EDUCATION AND PARENTING PO BOX 26938 LOS ANGELES CA 90026 NONE PUBLIC CHARITY GENERAL SUPPORT 4000 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 92112 NONE PUBLIC CHARITY GENERAL SUPPORT 107000 730866 0 14 155 14 206344 14 989591 0 1196090 0 1196090 0 0 0 0 0 0 0 0 0 0 X X 1 BARBARA J MENARD 4467 SANTA CRUZ AVENUE SAN DIEGO CA 92107 24023 X 1 403 SHS JOHNSON & JOHNSON STOCK 51290 2018-12-31 ACCOUNTING 8500 2975 5525 FURNITURE 2005-09-07 1110 1110 200DB 7.000000000000 0 0 COMPUTER 2006-12-27 2130 2130 200DB 5.000000000000 0 0 PRINTER 2006-11-12 261 261 200DB 5.000000000000 0 0 COMPUTER 2014-08-02 1500 1025 SL 5.000000000000 300 0 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 4012965 3987376 CORPORATE STOCK 8433066 10542631 FURNITURE 1110 1110 0 0 COMPUTER 2130 2130 0 0 PRINTER 261 261 0 0 COMPUTER 1500 1325 175 175 BOARD RELATED EXPENSES 108 54 54 FILING FEES 150 0 150 INSURANCE 30651 15326 15325 MISCELLANEOUS EXPENSE 53 0 53 OFFICE EXPENSE 2274 1137 1137 PAYROLL FEES 2854 1427 1427 POSTAGE 287 0 287 CUSTODIAN FEE 18993 18993 0 INVESTMENT MANAGEMENT FEES 70465 70465 0 OTHER INVESTMENT FEES 18 18 0 FRANCHISE TAX BOARD 10 0 10 PAYROLL TAXES 18239 9120 9119 US TREASURY 28000 0 0