2018-05-15T13:02:30-05:00 2017-06-30 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2016-07-01 946485668 Leonard & Beryl Buck Foundation c/o Wells Fargo Bank LEON 4153963737 333 Market St 29th Fl No 1200 San Francisco CA 94105 Wells Fargo Bank NA Fiduciary 4153963737 2018-05-14 1 Katy Brown P00650274 9257902600 2016 2022-09-23 18:48:47Z Wells Fargo Bank NA PO Box 63954 San Francisco CA 94163 195207811 0 X N/A X 1979 CA Grant making to non-profit charitable, religious or educational orgs. in Marin County, CA. 2 0 0 0 -207539 -258539 0 0 0 0 41790363 46400096 0 0 41790363 46400096 28341380 48465106 0 0 8601327 0 0 0 0 3051772 1988934 39994479 50454040 1795884 -4053944 844549167 920567533 15271659 25484232 829277508 895083301 X The Leonard and Beryl Buck Foundation is a charitable trust that was established in 1979 to distribute funds for non-profit charitable, religious or educational activities in Marin county, California. 0 0 49459574 48465106 Collection of income, supervision of investments and disbursement of funds to charitable recipients as directed by the Marin Community Foundation ("MCF"). During fiscal year 2016, new grants awarded from the Buck Trust in support of MCF's Strategic Plan totaled $39.6 million. Grants were made throughout Marin County to support four Strategic Initiatives as well as nine Community Grants areas. The Strategic Initiatives are: closing the educational achievement gap, developing affordable housing, increasing the economic security and upward mobility of poor and low-income individuals and families, and acting as a catalyst for change in efforts to reduce the environmental impacts of climate change. (Continued on Schedule O)Issue areas being supported under the Community Grants areas are immigrant integration, services for older adults, community health, legal services, arts education and community arts, social justice, and access to parks and open space. 49459574 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X WELLS FARGO BANK 4153963737 PO BOX 63954 SAN FRANCISCO CA 94163 X Wells Fargo Bank NA Investment Trustee 10.00 X 0 0 0 Marin Community Foundation Distribution Trustee 10.00 X 0 0 0 0 0 0 0 0 0 0 PriceWaterhouseCoopers LLP PO Box 514038 Los Angeles CA 90051 Accounting 129685 1 21006759 -207539 21214298 174201052 148807715 25393337 25393337 25393337 46400096 0 -207539 46607635 48465106 48465106 95974 47987 47987 129685 64843 64842 1295632 647816 647816 467643 233822 233821 50454040 49459574 994466 0 41181589 64656709 6362869 232745 6929722 5927834 4300664 785774323 849750245 844549167 920567533 1398258 212288 13873401 25271944 15271659 25484232 X 829277508 895083301 829277508 895083301 844549167 920567533 -4053944 69934390 -74653 0 X X 0 1 X 1 0 X X X 1 Marin Community Foundation 943007979 8 1 50454040 0 1 50454040 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Schedule A, Part IV, Section C, Line 1 The Leonard and Beryl Buck Foundation ("Foundation") is a supporting organization of MCF. The Foundation is a charitable trust. Pursuant to the terms of the Foundation's formation documents and Court Order, MCF is the Distribution Trustee of the Foundation. As Distribution Trustee, MCF has sole authority to direct the distribution of the Foundation's assets for charitable purposes. Thus, MCF controls the distribution decisions of the Foundation and is able to ensure that the Foundation's assets are used exclusively in furtherance of MCF's charitable purposes. 0 Alternative Investments 355924638 F Collective Bond Funds 71269314 F Collective Equity Fund 70689944 F Collective Trust Fund 41957614 F Common Equities - Domestic 129712071 F Common Equities - Foreign 14466658 F Mutual Funds - Domestic Equities 119827 F Mutual Funds - International Equities 165608798 F Real Estate / Mineral Interest 1381 F 849750245 X 116334486 69934390 69934390 46400096 0 46400096 50454040 0 50454040 0 50454040 Part X, Line 2: The Buck Trust qualifies as a tax exempt organization under IRC Section 501(c)(3) and is a supporting organization of MCF under the provisions of IRC Section 509(a)(3) and, accordingly, is not subject to an excise tax on net investment income. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Partnership Investment.LIST 74 _ 4Neena.Sander@armaninollp.com - 04/26/16 11:12 AM Worksheet Schedul 7228001 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Partnership Investment.LIST 75 _ 2Neena.Sander@armaninollp.com - 04/26/ 9965015 North America 0 0 Partnership Investment 3434943 0 0 0 0 0 0 20627959 0 20627959 1 0 1 1 1 0 1 10000 Degrees 1650 Los Gamos Drive Suite 110 San Rafael CA 94903 953667812 501(c)(3) 1960000 college access prog., scholarship admin. Adopt-A-Family of Marin 496 B Street San Rafael CA 94901 680239712 501(c)(3) 160000 safety net,disaster preparedness funding Aim High for High School PO Box 410715 San Francisco CA 941410715 943296338 501(c)(3) 30000 provide operating support Ambulatory Surgery Access Coalition 1119 Market Street Floor 3 San Francisco CA 941031553 943180356 501(c)(3) 20000 provide safety net funding American Society on Aging 575 Market Street Suite 2100 San Francisco CA 941052869 942292868 501(c)(3) 5000 web-based business acument symposia Bay Area Community Resources 171 Carlos Drive San Rafael CA 949032005 942346815 501(c)(3) 270094 PreK-3 success, college access & success Bay Area Legal Aid 1735 Telegraph Avenue Oakland CA 94612 941631316 501(c)(3) 31513 occupancy support at 30 NSP: Suite 170 Beyond Hunger Inc PO Box 151148 San Rafael CA 94915 943181714 501(c)(3) 29116 occupancy support at 30 NSP: Suite 265 Big Brothers Big Sisters of the North Bay Inc 1618 Second Street San Rafael CA 94901 942502278 501(c)(3) 150000 technical assistance for merger Bridge the Gap College Prep PO Box 1390 Sausalito CA 94965 911930327 501(c)(3) 50000 College Access and Success programs Buckelew Programs 555 Northgate Drive Suite 200 San Rafael CA 94903 237088977 501(c)(3) 175000 occupancy support 555 Northgate #100 California Academy of Sciences 55 Music Concourse Drive San Francisco CA 94118 941156258 501(c)(3) 22000 Marin County Field Trip Day California Film Institute 1001 Lootens Place Suite 220 San Rafael CA 94901 942498062 501(c)(3) 50000 support a CFI education program California Poets in the Schools 2131 19th Avenue Suite 203 San Francisco CA 94116 942977264 501(c)(3) 26950 provide student access to the arts California State Coastal Conservancy 1330 Broadway Suite 1100 Oakland CA 946122500 943164968 Not Registered 850000 nature-based climate adaptation approach Canal Alliance 91 Larkspur Street San Rafael CA 94901 942832648 501(c)(3) 1052944 college access, immigration, safety net Canal Welcome Center Inc 30 N San Pedro Road Suite 250 San Rafael CA 94903 830485451 501(c)(3) 76312 workforce development, digital literacy Catholic Charities of the Archdiocese of San Francisco 990 Eddy Street San Francisco CA 94109 941498472 501(c)(3) 15275 provide affordable housing Catholic Legal Immigration Network Inc 8757 Georgia Avenue Suite 850 Silver Spring MD 20910 521584951 501(c)(3) 10000 training, assistance for DOJ certificate Center for Domestic Peace 734 A Street San Rafael CA 949013923 942415856 501(c)(3) 210000 shelter, safety net, disaster prepared. Center for Investigative Reporting 1400 65th Street Suite 200 Emeryville CA 946081020 942434026 501(c)(3) 10000 MCF San Francisco Advisor Luncheon Center for Volunteer and Nonprofit Leadership of Marin 65 Mitchell Boulevard Suite 101 San Rafael CA 94903 680101012 501(c)(3) 463250 provide core support Chronicle Season of Sharing Fund PO Box 44740 San Francisco CA 94144 943019992 501(c)(3) 27000 support the annual campaign in Marin City of San Rafael PO Box 151560 San Rafael CA 949151560 946000424 Not Registered 50000 support Downtown Streets Team City of Sausalito 420 Litho Street Sausalito CA 94965 Not Registered 5000 provide GHHI Marin Leadership support Coastal Health Alliance PO Box 910 Point Reyes Station CA 94956 680172541 501(c)(3) 250223 Quality Capacity Building project Commonweal PO Box 316 Bolinas CA 949240316 942366094 501(c)(3) 10000 educational and related services Community Action Marin 29 Mary Street San Rafael CA 94901 946136365 501(c)(3) 170000 SparkPoint, GHHI, safety net, disaster Community Energy Services Corporation 1013 Pardee Berkeley CA 94710 943032388 501(c)(3) 5000 provide GHHI Marin Leadership Support Community Land Trust Association of West Marin PO Box 273 Point Reyes Station CA 94956 943381744 501(c)(3) 500000 acquisition of 21 Calle del Embarcadero Congregation Rodef Sholom of Marin 170 North San Pedro Road San Rafael CA 94903 946030040 501(c)(3) 4000 civic education and skill building trip Conservation Corps North Bay Inc 27 Larkspur Street San Rafael CA 94901 942831592 501(c)(3) 100000 Career Pathways Project Dance Palace PO Box 217 503 B Street Point Reyes Station CA 949560217 942460193 501(c)(3) 3500 West Marin annual Dia de los Muertos Dominican University of California 50 Acacia Avenue San Rafael CA 94901 941156525 501(c)(3) 20000 provide student access to the arts Dream Corps 1611 Telegraph Avenue Suite 600 Oakland CA 94612 261140201 501(c)(3) 205400 #YesWeCode Ecumenical Association for Housing 22 Pelican Way San Rafael CA 94901 941699153 501(c)(3) 50000 support healthy aging programs Eden Housing Inc 22645 Grand Street Hayward CA 94541 231716750 501(c)(3) 250000 Mission Plaza predevelopment costs Enriching Lives Through Music 150 Locust Avenue Larkspur CA 94939 463586448 501(c)(3) 47000 provide student access to the arts Episcopal Senior Communities 2185 N California Boulevard Suite 575 Walnut Creek CA 94596 946130471 501(c)(3) 45000 Home Delivered Grocery Program Fair Housing Advocates of Northern California 1314 Lincoln Avenue Suite A San Rafael CA 94901 680087976 501(c)(3) 50000 support advocacy for fair housing Family and Childrens Law Center 30 North San Pedro Road Suite 245 San Rafael CA 94903 680072378 501(c)(3) 133122 family law services for low-income Giants Community Fund 24 Willie Mays Plaza San Francisco CA 94107 943200061 501(c)(3) 1000 provide operating support Golden Gate National Parks Association Building 201 Third Floor Fort Mason Mason San Francisco CA 941231308 942781708 501(c)(3) 50000 Mt Tam Science Symposia, Trails Forever GracePointe Faith Church 110 W American Canyon Road Suite L4 175 American Canyon CA 94503 462812047 Not Registered 25000 provide operating support Grantmakers Concerned With Immigrants and Refugees PO Box 1100 Sebastopol CA 954731100 202559651 501(c)(3) 25000 California Immigrant Integration Initiat Green & Healthy Homes Initiative Inc 2714 Hudson Street Baltimore MD 21224 521786577 501(c)(3) 157000 Marin Program Coordinator position Greenwood School 17 Buena Vista Avenue Mill Valley CA 94941 680310759 501(c)(3) 350 provide operating support Habitat for Humanity Greater San Francisco Inc 500 Washington Street Suite 250 San Francisco CA 941112947 943088881 501(c)(3) 25000 support Framing the Future Homeward Bound of Marin 1385 North Hamilton Parkway Novato CA 94949 680011405 501(c)(3) 610000 safety net,disaster preparedness funding Housing Authority of the County of Marin 4020 Civic Center Drive San Rafael CA 949034173 946002988 Not Registered 135000 Golden Gate Village Revitalization Huckleberry Youth Programs Inc 3310 Geary Boulevard San Francisco CA 94118 941687559 501(c)(3) 125000 Huckleberry Wellness Academy - Marin Immigrant Legal Resource Center 1663 Mission Street No 602 San Francisco CA 94103 942939540 501(c)(3) 25500 immigration legal technical assistance Jessicas Haven and Rescue 4240 Redwood Highway San Rafael CA 94903 320412543 501(c)(3) 2840 provide operating support Jewish Family and Children's Services PO Box 159004 San Francisco CA 94115 941156528 501(c)(3) 50000 support programs for older adults Legal Aid of Marin 30 North San Pedro Road Suite 220 San Rafael CA 94903 941419330 501(c)(3) 230523 legal services for very low-income Lifehouse 899 Northgate Drive Suite 500 San Rafael CA 949033667 946050196 501(c)(3) 150 provide operating support Lifelong Medical Care PO Box 11247 Berkeley CA 94712 942502308 501(c)(3) 55000 LifeLong Marin ADHC Capacity Building In Lilypad Homes 7250 Redwood Boulevard Ste300 Novato CA 94945 474019721 501(c)(3) 205850 support a flexible housing initiative Literacyworks 625 Second Street Suite 107 Petaluma CA 94952 943396412 501(c)(3) 60000 increase family literacy in Marin Marin Academy 1600 Mission Avenue San Rafael CA 94901 941186189 501(c)(3) 5000 provide operating support Marin Advocates for Children 30 North San Pedro Road Suite 275 San Rafael CA 949034133 680170143 501(c)(3) 40638 provide occupancy support Marin Center for Independent Living 710 Fourth Street San Rafael CA 949013213 942605669 501(c)(3) 70000 accelerate business acumen in healthcare Marin Child Care Council 555 Northgate Drive Suite 105 San Rafael CA 949033680 942605281 501(c)(3) 1490000 HEAL, child care, and consultant program Marin City Community Development Corporation 441 Drake Avenue Marin City CA 94965 942657360 501(c)(3) 245000 trade & education programs Marin City Health and Wellness Center 630 Drake Avenue Marin City CA 94965 061787661 501(c)(3) 225000 quality healthcare and Park RX programs Marin Community Clinic 1177 East Francisco Boulevard Suite B San Rafael CA 94901 942237120 501(c)(3) 150000 improve population health outcomes Marin Community College District Kentfield 835 College Avenue Kentfield CA 94904 680194359 Not Registered 100000 Institute for Excellence, college access Marin Community Foundation 5 Hamilton Landing Suite 200 Novato CA 94949 943007979 501(c)(3) 10455488 support MCF Strategic Plan grantmaking Marin County Free LibraryMarin County 3501 Civic Center Drive Room 414 San Rafael CA 94903 946000519 Not Registered 100000 replace and customize a vehicle to serve Marin County Office of Education PO Box 4925 San Rafael CA 949134925 946022431 Not Registered 1223605 PreK-3, college, community partnerships Marin Court Appointed Special Advocates 1401 Los Gamos Suite130 San Rafael CA 94903 815047208 501(c)(3) 50000 support start-up operations Marin Horizons School 305 Montford Avenue Mill Valley CA 94941 942427732 501(c)(3) 40000 Marin City Community Partnership School Marin Interfaith Council 1510 Fifth Avenue San Rafael CA 94901 680029475 501(c)(3) 90000 provide program support Marin Link Inc 5800 Northgate Drive Suite 250 San Rafael CA 94903 200879422 501(c)(3) 25252 Marin Asian Advocacy Project Marin Museum Society Inc PO Box 864 Novato CA 949480864 237296514 501(c)(3) 500 provide operating support Marin Performing Stars 271 Drake Avenue Marin City CA 949651255 943136030 501(c)(3) 75000 sustainability plan and implementation Marin Senior Coordinating Council Incorporated 930 Tamalpais Avenue San Rafael CA 949013325 941422463 501(c)(3) 160000 safety net,disaster preparedness funding Marin Shakespeare Company PO Box 4053 San Rafael CA 94913 680201240 501(c)(3) 47000 provide student access to the arts Marin Theatre Company 397 Miller Avenue Mill Valley CA 949412800 237018125 501(c)(3) 47000 provide student access to the arts Mark Day School 39 Trellis Drive San Rafael CA 94903 942598891 501(c)(3) 500 provide operating support Naturebridge 28 Geary Street Suite 650 San Francisco CA 94108 942145930 501(c)(3) 63056 Environmental Literacy and Learning Next Generation Scholars Inc 1018 E Street San Rafael CA 949012823 261110584 501(c)(3) 100000 College Access and Success programs Novato Human Needs Center 1907 Novato Boulevard Novato CA 94947 942213483 501(c)(3) 210000 safety net,disaster preparedness funding Novato Unified School District 1015 Seventh Street Novato CA 94945 680112169 Not Registered 630444 student support and success Novato Youth Center 680 Wilson Avenue Novato CA 949473825 941735064 501(c)(3) 107000 strategic plan, move clinic, NHNC merger OneJustice 433 California Street Suite 815 San Francisco CA 94104 942589423 501(c)(3) 24154 strategic advising for pro bono network Parent Institute for Quality Education Inc 3260 Blume Drive Suite 310 Richmond CA 94806 330259359 501(c)(3) 90000 College Access and Success programs Parent Services Project Inc 79 Belvedere Street Suite 101 San Rafael CA 94901 680169962 501(c)(3) 200000 PreK-3 early school success Performing Arts Workshop Inc 1661 Tennessee Street Unit 3-0 San Francisco CA 94107 941614596 501(c)(3) 22000 provide student access to the arts Planned Parenthood Shasta Diablo Inc 2185 Pacheco Street Concord CA 94520 941575233 501(c)(3) 50000 support Acts of Courage Resources for Community Development 2220 Oxford Street Berkeley CA 94703 942952466 501(c)(3) 270000 Victory Village property acquisition Ritter House PO Box 3517 San Rafael CA 94912 942675517 501(c)(3) 350500 healthcare servces, housing for homeless Rotacare Bay Area Inc 514 Valley Way Milpitas CA 95035 770328723 501(c)(3) 20000 provide safety net funding San Geronimo Valley Arts Center PO Box 194 San Geronimo CA 949630194 237172128 501(c)(3) 221508 Deepening Roots Campaign, safety net San Rafael High School District 310 Nova Albion Way San Rafael CA 94903 680194358 Not Registered 657500 PreK-3 early school success Sausalito Marin City School District 200 Phillips Dr Sausalito CA 949651654 680194364 Not Registered 87433 PreK-3 early school success Schurig Center for Brain Injury Recovery 1132 Magnolia Avenue Larkspur CA 94939 680105213 501(c)(3) 30000 marketing and development outreach SF-Marin Food Bank 900 Pennsylvania Avenue San Francisco CA 94107 943041517 501(c)(3) 330000 Food from the Bar, safety net, disaster Shoreline Unified School District 10 John Street Tomales CA 94971 680194632 Not Registered 219910 close achievement gap for students Silicon Valley Community Foundation 2440 West El Camino Real Suite 300 Mountain View CA 940401498 205205488 501(c)(3) 25000 support the Innovation Conference St Vincent de Paul Society of Marin County PO Box 150527 San Rafael CA 94915 941207701 501(c)(3) 260000 safety net,disaster preparedness funding Strategic Energy Innovations 899 Northgate Drive Suite 410 San Rafael CA 94903 680404081 501(c)(3) 5000 Advisory Committee leadership for Marin Sunny Hills Services 300 Sunny Hills Drive San Anselmo CA 949601995 941156301 501(c)(3) 46739 substance use treatment for youth Trout Unlimited PO Box 6016 San Rafael CA 94903 742047347 501(c)(3) 5000 recognize work done in Marin classrooms Trust for Conservation Innovation 405 14th Street Suite 164 Oakland CA 946122705 912166435 501(c)(3) 75500 healthy-eating programs for older adults United Way of the Bay Area 550 Kearny Street Suite 1000 San Francisco CA 94108 941312348 501(c)(3) 25000 Rise Together initiative to cut poverty Unity in Marin 600 Palm Drive Novato CA 94949 946172989 501(c)(3) 1000 provide operating support Veteran's PATH PO Box 1408 San Rafael CA 94915 474428490 501(c)(3) 1025 provide operating support West Marin Community Services PO Box 1093 Point Reyes Station CA 94956 680197586 501(c)(3) 50000 provide safety net funding West Marin Senior Services PO Box 791 Point Reyes Station CA 949560791 510192320 501(c)(3) 160000 safety net,disaster preparedness funding Young Imaginations 4340 Redwood Highway F156 San Rafael CA 94903 680144085 501(c)(3) 37000 provide student access to the arts Youth in Arts 917 C Street San Rafael CA 94901 942178597 501(c)(3) 32000 provide student access to the arts Youth Leadership Institute 940 Howard Street San Francisco CA 94103 680184712 501(c)(3) 5000 development of a new youth initiative YWCA of San Francisco 940 Powell Street San Francisco CA 94108 940997420 501(c)(3) 275128 FiftyPlus Employment Support Program Zero Breast Cancer 30 N San Pedro Road Suite 160 San Rafael CA 94903 680386016 501(c)(3) 14880 occupancy support at 30 NSP: Suite 160 Alcohol Justice 24 Belvedere Street San Rafael CA 94901 680152770 501(c)(3) 1220171 Major Project support Buck Institute for Research on Aging 8001 Redwood Boulevard Novato CA 94945 943030609 501(c)(3) 6100857 Major project support Buck Institute for Education 3 Hamilton Landing Suite 220 Novato CA 94949 680160429 501(c)(3) 813448 Major Project support 118 0 Part I, Line 2: MCF, as Distribution Trustee, is responsible for selecting grant recipients on behalf of the Foundation. To qualify for a grant distribution from the Foundation, the grantee must satisfy the Foundation and MCF's due diligence requirements. This process includes making an independent investigation of the prospective grantee to establish that it is currently classified as exempt under IRC Section 501(c)(3). The prospective grantee must also have the capacity to fulfil the terms of the grant and be willing to furnish MCF with evaluative reports. Three of the grantees: the Buck Institute for Research on Aging, Alcohol Justice, and The Buck Institute for Education, receive annual grants pursuant to court order. The Foundation closely monitors these grantees to ensure they are qualified to receive grants. Form 990, Part VI, Section B, line 11b Form 990 is provided to the trustees of the organization for review. Form 990, Part VI, Section B, line 12c Each Co-Trustee of the Foundation has in place a Conflict of Interest Policy which governs its internal activities and which requires all employees of such Co-Trustee to disclose any potential or actual conflict. Such Conflict of Interest Policies incorporate provisions which would require the employees involved in managing the Foundation to disclose conflicts with respect to the Foundation. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and financial statements are available upon request. Form 990, Part XII, Line 2c: The process has not changed from the prior year. Marin Community Foundation 5 Hamilton Landing Ste 200 Novato CA 94949 943007979 Grantmaking CA 501(c)(3) 8 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0