SHENANDOAH FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: SHENANDOAH FOUNDATION (EIN 94-1675019)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-11
IRS object ID: 202033169349102328
Schema version: 2019v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-11T17:30:56-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941341042	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRANK RIMERMAN & CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 EMBARCADERO CENTER STE 2410	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941675019	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SHENANDOAH FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O FRANK RIMERMAN & CO LLP	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SHEN	BusinessNameControlTxt
Phone	4154391144	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE EMBARCADERO CENTER NO 2410	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RC JOHNSTONE JR	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	4154391144	PhoneNum
Signature	2020-11-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JONATHAN H HAM	PreparerPersonNm
PTIN	P01419333	PTIN
Phone	4154391144	PhoneNum
Preparation	2020-11-05	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	4.35.164.230	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-05	IPDt
IP Tm	15:31:19	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	8268CE1028EE84FB6BBAFBA7AF3F2D37E5E5889E	AtSubmissionCreationDeviceId
At Submission Filing Device Id	9C544324B5413B02EACCA8CCA4F42F6A1C89D8EF	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$16,824,572	FMVAssetsEOYAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$28,229	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$28,229	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$297,307	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$297,307	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$347,057	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,622,507	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$347,057	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$3,999	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$3,999	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,676,592	TotalRevAndExpnssAmt
Total Net Invst Incm	$676,592	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$11,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$11,000	AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss	$10	InterestRevAndExpnssAmt
Interest Net Invst Incm	$10	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$13,213	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$13,128	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$85	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$500,850	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$100,850	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$525,073	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$113,988	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$11,085	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$770,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$770,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,295,073	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$113,988	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$781,085	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$381,519	ExcessRevenueOverExpensesAmt
Net Investment Income	$562,604	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,379,592	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,238,012	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,238,012	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$12,099,214	OtherInvestmentsBOYAmt
Other Investments EOY	$12,550,446	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$14,584,519	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$667	OtherAssetsBOYAmt
Other Assets EOY	$2,041	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,041	OtherAssetsEOYFMVAmt
Total Assets BOY	$14,479,473	TotalAssetsBOYAmt
Total Assets EOY	$14,790,499	TotalAssetsEOYAmt
Total Assets EOYFMV	$16,824,572	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$14,479,473	RetainedEarningBOYAmt
Retained Earning EOY	$14,790,499	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$14,479,473	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$14,790,499	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$14,479,473	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$14,790,499	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$14,479,473	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$381,519	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$14,860,992	SubtotalAmt
Other Decreases	$70,493	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$14,790,499	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN 18763 - SEE STMT ATTACHED	P	2019-01-01	2019-12-31	$805	$826	-$21	-$21
BERNSTEIN 44029 - SEE STMT ATTACHED	P	2019-01-01	2019-12-31	$17,332	$20,410	-$3,078	-$3,078
BERNSTEIN 44029 - SEE STMT ATTACHED	P	2019-01-01	2019-12-31	$163,166	$123,974	$39,192	$39,192
BERNSTEIN 44029 - SEE STMT ATTACHED	P	2019-01-01	2019-12-31	$92		$92	$92
BERNSTEIN 34705 - SEE STMT ATTACHED	P	2019-01-01	2019-12-31	$281,524	$312,530	-$31,006	-$31,006
BERNSTEIN 34705 - SEE STMT ATTACHED	P	2019-01-01	2019-12-31	$518,355	$454,408	$63,947	$63,947
WELLS FARGO 45604800 - SEE STMT ATTACHED	P	2019-01-01	2019-12-31	$1,303,421	$1,297,410	$6,011	$6,011
WELLS FARGO 45604800 - SEE STMT ATTACHED	P	2019-01-01	2019-12-31	$2,297,420	$2,020,996	$276,424	$276,424
AB GLOBAL RESEARCH INSIGHT SERIES	P	2019-01-01	2019-12-31	$11,013		$11,013	$11,013
AB GLOBAL RESEARCH INSIGHT SERIES	P	2019-01-01	2019-12-31		$44,896	-$44,896	-$44,896
CAPITAL GAINS DIVIDENDS	P			$29,379		$29,379	$29,379

Field	Value	IRS element (for citing)
Capital Gain Net Income	$347,057	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$767,234	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$16,078,330	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.047719	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$649,513	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$15,510,512	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.041876	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$484,975	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$13,358,985	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.036303	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$442,660	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$11,500,596	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.038490	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$468,960	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$10,636,997	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.044088	DistributionYr5Rt
Total Distribution	0.208476	TotalDistributionRt
Average Distribution	0.041695	AverageDistributionRt
Net Vl Noncharitable Assets	$16,120,714	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$672,153	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$5,626	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$677,779	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$781,085	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$5,626	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,626	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,626	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$12,667	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$12,667	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$7,041	OverpaymentAmt
Applied To ES Tax	$7,041	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	VICE PRESIDENT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4154391144	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE EMBARCADERO CENTER STE 2410	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
SHANA B JOHNSTONE
ONE EMBARCADER CTR SUITE 2410	SAN FRANCISCO	CA	94111	PRESIDENT & DIRECTOR	0.00	$0	$0	$0
R C JOHNSTONE JR
ONE EMBARCADER CTR SUITE 2410	SAN FRANCISCO	CA	94111	VICE PRESIDENT & DIRECTOR	0.00	$0	$0	$0
JOSEPH M ALBERO
ONE EMBARCADER CTR SUITE 2410	SAN FRANCISCO	CA	94111	SECRETARY & TREASURER	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$13,575,410	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,790,797	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$16,366,207	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$16,366,207	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$245,493	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$16,120,714	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$806,036	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$806,036	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,626	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,626	TotalTaxAmt
Distributable Before Adj	$800,410	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$800,410	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$800,410	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$781,085	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$781,085	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$5,626	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$775,459	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$800,410	DistributableAsAdjustedAmt
Undistributed Income PY	$770,319	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$781,085	QualifyingDistributionsAmt
Applied To Year1	$770,319	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$10,766	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$789,644	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SHANA B JOHNSTONE	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ALZHEIMERS ASSOCIATION
PO BOX 96011	WASHINGTON DC	DC	20090	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$30,000
AMERICAN BONE HEALTH
4208 SIX FORKS ROAD SUITE 1000	RALEIGH	NC	27609	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$5,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW	ATLANTA	GA	30303	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$20,000
AMERICAN HEART ASSOCIATION
100 MONTGOMERY ST	SAN FRANCISCO	CA	94104	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$20,000
AMERICAN RED CROSS
1663 MARKET ST	SAN FRANCISCO	CA	94104	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$10,000
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
424 E 92ND ST	NEW YORK	NY	10128	PUBLIC CHARITY	IRC 501(C)(3)	ANIMAL WELFARE	$10,000
ASPEN CENTER FOR ENVIRONMENTAL STUDIES
100 PUPPY SMITH ST	ASPEN	CO	81611	PUBLIC CHARITY	IRC 501(C)(3)	ENVIRONMENT	$12,500
ASPEN INSTITUTE
1000 NORTH THIRD STREET	ASPEN	CO	81611	PUBLIC CHARITY	IRC 501(C)(3)	ENVIRONMENT	$5,000
ASPEN MUSIC FESTIVAL & SCHOOL
2 MUSIC SCHOOL ROAD	ASPEN	CO	81611	PUBLIC CHARITY	IRC 501(C)(3)	EDUCATION	$5,000
ASPEN VALLEY HOSPITAL FOUNDATION
PO BOX 1639	ASPEN	CO	81612	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$20,000
BUFFALO THERAPEUTIC RIDING CENTER
950 AMHERST STREET	BUFFALO	NY	14216	PUBLIC CHARITY	IRC 501(C)(3)	ANIMAL WELFARE	$10,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVE GOLDEN	SAN FRANCISCO	CA	94118	PUBLIC CHARITY	IRC 501(C)(3)	EDUCATION	$10,000	GATE PARK
CARMEL IDEAS FOUNDATION
PO BOX 2424	CARMEL	CA	93921	PUBLIC CHARITY	IRC 501(C)(3)	EDUCATION	$10,000
CEDARS-SINAI
8700 BEVERLY BLVD	LOS ANGELES	CA	90048	PUBLIC CHARITY	IRC 501(C)(3)	EDUCATION	$10,000
CHILDREN'S HEALTH GUILD
PO BOX 1152	LAFAYETTE	CA	94549	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$1,000
DEL MONTE FOREST FOUNDATION
3101 FOREST LAKE ROAD SUITE 1	PEBBLE BEACH	CA	93953	PUBLIC CHARITY	IRC 501(C)(3)	ENVIRONMENT	$2,500
FRIENDS OF KENYA WILDLIFE TRUST
PO BOX 86 KAREN 00502	KENYA	CA	94111	PUBLIC CHARITY	IRC 501(C)(3)	WILDLIFE	$5,000
GARDEN CLUB OF AMERICA
14 EAST 60TH STREET	NEW YORK	NY	10022	PUBLIC CHARITY	IRC 501(C)(3)	ENVIRONMENT	$2,500
HEAD ROYCE ENDOWMENT FUND
4315 LINCOLN AVENUE	OAKLAND	CA	94602	PUBLIC CHARITY	IRC 501(C)(3)	EDUCATION	$60,000
JOHN MUIR HEALTH FOUNDATION
1400 TREAT BOULEVARD	WALNUT CREEK	CA	94596	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$10,000
KQED NORTHERN CALIFORNIA PUBLIC BROADCASTING
2601 MARIPOSA STREET	SAN FRANCISCO	CA	94110	PUBLIC CHARITY	IRC 501(C)(3)	PUBLIC	$2,500
LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD
400 HAMILTON AVENUE SUITE 340	PALO ALTO	CA	94301	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$35,000
MONTAGE HEALTH FOUNDATION
40 RYAN COURT SUITE 200	MONTEREY	CA	93940	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$75,000
MONTEREY BAY AQUARIUM
886 CANNERY ROW	MONTEREY	CA	93940	PUBLIC CHARITY	IRC 501(C)(3)	ANIMAL WELFARE	$20,000
MOUNTAIN RESCUE - ASPEN INC
630 W MAIN ST	ASPEN	CO	81611	PUBLIC CHARITY	IRC 501(C)(3)	ENVIRONMENT	$5,000
NATIONAL DISASTER SEARCH DOG FOUNDATION
206 N SIGNAL STREET SUITE R	OJAI	CA	93023	PUBLIC CHARITY	IRC 501(C)(3)	ANIMAL WELFARE	$10,000
ORME SCHOOL
HC 63 BOX 3040	ORME	AZ	86333	PUBLIC CHARITY	IRC 501(C)(3)	EDUCATION	$15,000
PETS ARE WONDERFUL SUPPORT
3170 23RD STREET	SAN FRANCISCO	CA	94110	PUBLIC CHARITY	IRC 501(C)(3)	ANIMAL WELFARE	$1,000
PROFESSIONAL ASSOCIATION OF THERAPEUTIC HORSEMANSHIP INT'L
PO BOX 33150	DENVER	CO	80233	PUBLIC CHARITY	IRC 501(C)(3)	ANIMAL WELFARE	$5,000
ROBERTS ENTERPRISE DEVELOPMENT FUND
221 MAIN STREET SUITE 1550	SAN FRANCISCO	CA	94105	PUBLIC CHARITY	IRC 501(C)(3)	PUBLIC	$20,000
ROCKY MOUNTAIN PUBLIC BROADCASTING SYSTEM
1089 BANNOCK STREET	DENVER	CO	80204	PUBLIC CHARITY	IRC 501(C)(3)	PUBLIC	$2,500
SHOW JUMPING HALL OF FAME AND MUSEUM
38 MECHANIC STREET SUITE 101	FOXBORO	MA	02035	PUBLIC CHARITY	IRC 501(C)(3)	ANIMAL WELFARE	$2,500
THE NATURE CONSERVANCY CALIFORNIA
201 MISSION STREET 4TH FLOOR	SAN FRANCISCO	CA	94105	PUBLIC CHARITY	IRC 501(C)(3)	ENVIRONMENT	$10,000
THE THACHER SCHOOL
5025 THACHER ROAD	OJAI	CA	93023	PUBLIC CHARITY	IRC 501(C)(3)	EDUCATION	$12,500
THE WILLOWS COMMUNITY SCHOOL
8509 HIGUERA STREET	CULVER CITY	CA	90232	PUBLIC CHARITY	IRC 501(C)(3)	EDUCATION	$30,000
US EQUESTRIAN TEAM FOUNDATION
PO BOX 355	GLADSTONE	NJ	07934	PUBLIC CHARITY	IRC 501(C)(3)	ANIMAL WELFARE	$15,000
UCLA MEDICAL CENTER SANTA MONICA
1250 16TH ST	SANTA MONICA	CA	90404	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$10,000
UCSF BENIOFF CHILDRENS HOSPITAL FOUNDATION
220 MONTGOMERY STREET 5TH FLOOR	SAN FRANCISCO	CA	94143	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$10,000
UNIVERSITY OF CALIFORNIA - SCHOOL OF VETERINARY MEDICINE
SCHOOL OF VETERINARY MEDICINE	DAVIS	CA	95616	PUBLIC CHARITY	IRC 501(C)(3)	EDUCATION	$10,000
WILLAMETTE UNIVERSITY
900 STATE STREET	SALEM	OR	97301	PUBLIC CHARITY	IRC 501(C)(3)	EDUCATION	$10,000
UCSF FOUNDATION
220 MONTGOMERY STREET	SAN FRANCISCO	CA	94143	PUBLIC CHARITY	IRC 501(C)(3)	HEALTH CARE	$210,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$770,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$28,229	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$297,307	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,999	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$347,057	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$676,592	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$676,592	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FREMONT INVESTORS INC	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 193809	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94119	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX & ACCOUNTING FEES	CategoryTxt
Amt	$11,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$11,000	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BERNSTEIN - 34705	AT COST	$3,449,321	$4,218,261
WELLS FARGO - 6048	AT COST	$6,753,198	$7,689,968
BERNSTEIN - 29041	AT COST	$1,481,211	$1,662,278
BERNSTEIN - 44029	AT COST	$557,753	$695,367
BERNSTEIN - 18763	AT COST	$308,963	$318,645

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	PREPAID TAXES	Desc
BOY Book Value	$667	BOYBookValueAmt
EOY Book Value	$2,041	EOYBookValueAmt
EOYFMV	$2,041	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	BOOK VALUE ADJUSTMENT - NO TAX EFFECT	Desc
Amt	$70,493	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE	$98,306	$98,306	$0
NON-DEDUCTIBLE GRANTS	$400,000	$0	$0
OTHER DEDUCTIONS	$2,490	$2,490	$0
SERVICE FEES	$54	$54	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
WELLS FARGO - 8780	$86	$86	$86
AB GLOBAL RESEARCH INSIGHT SERIES	$2,089	$2,089	$2,089
WELLS FARGO - 6048	$1,529	$1,529	$1,529
BERNSTEIN - 34705	$295	$295	$295

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEE	$75	$0	$75
FOREIGN TAXES WITHELD	$13,128	$13,128	$0
STATE TAX	$10	$0	$10

SHENANDOAH FOUNDATION: Form 990PF, tax year 2019

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

Comments