2017-10-02T16:58:08-05:00 2016-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W Taylor Street Suite A San Jose CA 95126 990PF 2016-01-01 941196182 Bothin Foundation BOTH 4155616540 1660 Bush Street No 300 San Francisco CA 94109 Lyman H Casey president 4155166450 2017-08-03 1 Robert A Lee P00156212 4088556770 64.62.180.2 2017-08-03 15:51:04 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EEEF047056F2AE44E0EB80DD14FDEF71645C190F 2016 2021-01-29 14:40:06Z X 38777724 X X 1069508 1069508 1244970 10494789 1244970 2353 0 2316831 2314478 0 0 0 11057 6634 3317 568310 240172 290272 24111 0 0 705 0 0 5969 150 525 610152 246956 294114 1589673 1589673 2199825 246956 1883787 117006 2067522 101856 162973 162973 1740179 1542535 1542535 44173 38662 44173 44173 28035 17456 17456 25124665 25513746 25513746 10899461 11496841 11496841 81528 0 0 38014386 38777724 38777724 21926 22499 122000 134000 143926 156499 X 37870460 38621225 37870460 38621225 38014386 38777724 37870460 117006 645759 38633225 12000 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1660 Bush Street Suite 300 San Francisco CA 94109 VP/Governance Chair 2.00 0 0 0 Kimberely Casey 1660 Bush Street Suite 300 San Francisco CA 94109 Director/Governance Commit 2.00 0 0 0 Pam McCosker 1660 Bush Street Suite 300 San Francisco CA 94109 Advisory Chair 2.00 0 0 0 Rebecca Miller Revel 1660 Bush Street Suite 300 San Francisco CA 94109 Director/Finance 2.00 0 0 0 Theodore Griffinger 1660 Bush Street Suite 300 San Francisco CA 94109 Director/Finance 2.00 0 0 0 NONE 0 PACIFIC FOUNDATION SERVICES LLC 1660 BUSH STREET SUITE 300 SAN FRANCISCO CA 94109 FOUNDATION MANAGEMENT/Accounting 353358 OSTERWEIS CAPITAL MANAGEMENT 1660 BUSH STREET SUITE 300 SAN FRANCISCO CA 94109 INVESTMENT COUNSELING 95967 Cornerstone Capital Inc 1660 BUSH STREET SUITE 300 SAN FRANCISCO CA 94109 inVESTMENT COUNSELING 62151 0 0 35982826 1593585 0 37576411 0 0 37576411 563646 37012765 1850638 1850638 20675 20675 1829963 41832 1871795 0 1871795 1883787 0 1883787 20675 1863112 1871795 0 0 68514 68514 1883787 0 0 0 1871795 11992 0 0 80506 0 0 0 0 0 0 0 80506 68514 11992 Judi Powell SENIOR PROGRAM OFFICER 1660 BUSH STREET SUITE 300 SAN FRANCISCO CA 94109 4155616540 FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE www.bothinfoundation.org FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE www.bothinfoundation.org FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.BOTHINFOUNDATION.ORG 18 Reasons 3150 18th St 315 San Francisco CA 94110 501 (c)(3) public ch Build a new teaching kitchen to more effectively deliver cooking and nutrition classes 25000 Ada's Cafe 839 Northampton Drive Palo Alto CA 94303 501 (c)(3) public ch Purchase equipment and furnishings for a coffee shop located in the lobby of the Metropolitan Transportation Commissino headquarters in San Francisco 15000 Alternative Family Services 401 Roland Way 120 Oakland CA 94621 501 (c)(3) public ch Implement Electronic Health Records (EHR) system for agency serving foster youth 35000 Art Escape 17474 Highway 12 Sonoma CA 95476 501 (c)(3) public ch Shed, shelving, and storage bins to hold art supplies for three-dimensional media classes 6000 Bayview Hunters Point Center for Arts & Technology (BAYCAT) 2415 3rd Street Suite 230 San Francisco CA 94107 501 (c)(3) public ch Upgrade the music and sound studio and equipment 23600 BOK Ranch Inc PO Box 620702 Woodside CA 94062 501 (c)(3) public ch Re-level and resurface an existing riding arena and build a second riding arena to accommodate more participants in therapeutic horseback riding programs. 30000 Boys & Girls Club of the Peninsula 401 Pierce Road Menlo Park CA 94025 501 (c)(3) public ch Purchase a 10-passenger van to transport youth 35000 Boys & Girls Clubs of North San Mateo County 201 West Orange Ave South San Francisco CA 94080 501 (c)(3) public ch Upgrade facilities and make safety improvements to the Orange Park Clubhouse 25000 Boys & Girls Clubs of Sonoma Valley PO Box 218 El Verano CA 95433 501 (c)(3) public ch Renovate multi-purpose room at Maxwell Clubhouse 25000 Boys and Girls Club of the Coastside PO Box 545 600 Church Half Moon Bay CA 94019 501 (c)(3) public ch Support the Building the Dream! Capital Campaign 40000 Breast Cancer Emergency Fund 12 Grace St Suite 300 San Francisco CA 94103 501 (c)(3) public ch Purchase technology as part of the office relocation project 21000 Caminar 2600 So El Camino Real Suite 200 San Mateo CA 94403 501 (c)(3) public ch Purchase an 8-passenger van for mental health programs 35000 Ceres Community Project 7351 Bodega Avenue Sebastopol CA 95472 501 (c)(3) public ch Purchase kitchen equipment for new Santa Rosa program site 38000 Commonweal PO Box 316 Bolinas CA 94924 501 (c)(3) public ch Upgrade the Commonweal Commons main meeting space with acoustic improvements, audio/visual system, lighting, and entryway 36500 Compass Family Services 49 Powell Street 3rd Floor San Francisco CA 94102 501 (c)(3) public ch Upgrade structure of Clara House and comply with city-mandated seismic retrofits 50000 Cora Community Overcoming Relationship Abuse 2211 Palm Ave San Mateo CA 94403 501 (c)(3) public ch Resurface parking lot and regrade disabled parking spot to ensure it is ADA accessible 45000 CuriOdyssey 1651 Coyote Point Drive San Mateo CA 94401 501 (c)(3) public ch Purchase equipment for the Wildlife Medical Room 34500 Each One Reach One 146 South Spruce South San Francisco CA 94080 501 (c)(3) public ch purchase desks, chairs, a storage cabinet, and a conference table for its office space in South San Francisco. 9441 Earth Island Institute (Bay Area Wilderness Training) 1050 East 8th Street Oakland CA 94606 501 (c)(3) public ch Renovate a space at June Jordan School for Equity to serve as a gear library, and purchase outdoor gear for lending library 25000 Edgewood Center for Children and Families 1801 Vicente Street San Francisco CA 94116 501 (c)(3) public ch Upgrade and repair three residential cottages as part of the Capital Improvement Project 50000 Environmental Traveling Companions Fort Mason Center 2 Marina Blvd San Francisco CA 94123 501 (c)(3) public ch Purchase outdoor equipment, including adaptive kayak seating 29000 EVCA Inc 430 W Napa St Ste F Sonoma CA 95476 501 (c)(3) public ch Build a new laundry facility for micro-enterprise working with adults with autism 28400 First Graduate 3130 20th Street Suite 275 San Francisco CA 94110 501 (c)(3) public ch Purchase 90 Chromebooks and three storage cabinets for student use 20700 Food For Thought PO Box 1608 Forestville CA 95436 501 (c)(3) public ch Food bank floor repair and refrigeration replacement 10000 Forget Me Not Childrens Services PO Box 1296 Santa Rosa CA 95402 501 (c)(3) public ch Purchase and install a walk-in outdoor cooler for organic produce 17600 Forwords Inc 361 Third Street Suite G San Rafael CA 94901 501 (c)(3) public ch Purchase 20 laptop computers and maintenance packages to increase computer access for students 26000 Foundation Center 312 Sutter Street Suite 606 San Francisco CA 94108 501 (c)(3) public ch General support 6000 Friends of St Francis Childcare Center Inc 50 Belcher Street San Francisco CA 94114 501 (c)(3) public ch Refurbish and repair outdoor playground and garden for toddlers and preschoolers at childcare center 16000 Friends of the Children 1329 Evans Avenue San Francisco CA 94124 501 (c)(3) public ch Implement start-up IT infrastructure at SF Bay Area center 35000 Friendship House Association of American Indians Inc 56 Julian Avenue San Francisco CA 94103 501 (c)(3) public ch Upgrade telephone system 20500 Girl Scouts of Northern California 1650 Harbor Bay Parkway Suite 100 Alameda CA 94502 501 (c)(3) public ch Renovations to Manor Lyman Residence Hall at Camp Bothin 25000 Hearing and Speech Center of Northern California 1234 Divisadero Street San Francisco CA 94115 501 (c)(3) public ch Reconfigure office space to centralize key administrative functions and improve overall efficiency and delivery of client services 40000 Homeward Bound of Marin 1385 N Hamilton Parkway Novato CA 94949 501 (c)(3) public ch Build a playground area at the Oma Village housing community 30000 Homework Central PO Box 6687 San Mateo CA 94403 501 (c)(3) public ch Purchase eight Chromebooks and purchase two laptop computers 2500 Japanese Community Youth Council 2012 Pine Street 3rd Floor San Francisco CA 94115 501 (c)(3) public ch JCYC Preschool Program - Chibi Too 23207 Jewish Vocational & Career Counseling Service 225 Bush Street Suite 400 San Francisco CA 94104 501 (c)(3) public ch Redesign and renovate Technology Center, classroom, and other public spaces to optimize use with clients 20000 Loaves & Fishes Family Kitchen 1609 Regatta Lane Suite D San Jose CA 95112 501 (c)(3) public ch Purchase a temperature controlled truck to deliver prepared healthy meals to San Mateo County 50000 Matrix A Parent Network and Resource Center 94 Galli Drive Suite C Novato CA 94949 501 (c)(3) public ch Purchase and install new phone system for improved client services 13000 Mount St Joseph - St Elizabeth (Epiphany Center) 100 Masonic Avenue San Francisco CA 94118 501 (c)(3) public ch Renovate a commercial kitchen with new cabinets, equipment, flooring, ceiling, and lighting at Epiphany Center 40000 Next Generation Scholars Inc 1018 E Street San Rafael CA 94901 501 (c)(3) public ch Purchase a 15-passenger van for daily student transport and field trips 35000 Northern California Grantmakers 160 Spear Street Suite 360 San Francisco CA 94105 501 (c)(3) public ch Membership and general support 1750 Pacifica Resource Center 1809 Palmetto Avenue Pacifica CA 94044 501 (c)(3) public ch Install fire sprinklers and HVAC as well as make electrical upgrades to the facility 36000 Planned Parenthood Shasta-Diablo Inc dba Planned Parenthood Northern Calif 2185 Pacheco Street Concord CA 94520 501 (c)(3) public ch Install a new HVAC system in San Rafael facility 35000 Pomeroy Recreation and Rehabilitation Center 207 Skyline Boulevard San Francisco CA 94132 501 (c)(3) public ch Honorarium Grant 2500 Project Avary Inc PO Box 150088 San Rafael CA 94915 501 (c)(3) public ch Replenish outdoor equipment that is used to engage children of incarcerated parents in nature and outdoor recreation 20100 Rape Trauma Services 1860 El Camino Real Suite 406 Burlingame CA 94010 501 (c)(3) public ch Purchase a variety of technology needs including a server, desktop and laptop computers, printers, projector, and laptop cart 26000 Renaissance Entrepreneurship Center 275 Fifth St San Francisco CA 94103 501 (c)(3) public ch Upgrade Renaissances failing heating, ventilation and air conditioning (HVAC) System 30000 Ronald McDonald House of San Francisco Inc 1640 Scott Street San Francisco CA 94115 501 (c)(3) public ch Scott Street House Renovations 40000 San Francisco Architectural Heritage 2007 Franklin Street San Francisco CA 94109 501 (c)(3) public ch Support the Haas-Lilienthal House Accessibility Project 25000 San Francisco Botanical Garden Society at Strybing Arboretum 1199 Ninth Avenue San Francisco CA 94122 501 (c)(3) public ch Refurbishment of an ADA-compliant pathway through the Children's Garden 10000 San Francisco Parks Alliance (Garden for the Environment) 1663 Mission Street Suite 320 San Francisco CA 94103 501 (c)(3) public ch Demolish and replace rotting gazebo in children's area 9000 San Francisco Parks Alliance (Urban Sprouts) 1663 Mission Street Suite 320 San Francisco CA 94103 501 (c)(3) public ch Construct a Community Kitchen at June Jordan School for Equity 40000 Schools Mentoring and Resource Team (SMART) 1061 Market Street Mezzanine San Francisco CA 94103 501 (c)(3) public ch Purchase furniture and equipment for new program space 23000 Search for the Cause (Turning Green) 2330 Marinship Way Suite 205 Sausalito CA 94965 501 (c)(3) public ch Purchase a compact mobile culinary kitchen to teach garden and nutrition education 10000 Slide Ranch 2025 Shoreline Highway Muir Beach CA 94965 501 (c)(3) public ch Support the Farm to Table Teaching Center renovation 20000 Sterne School 2690 Jackson Street Sterne School San Francisco CA 94115 501 (c)(3) public ch Create a separate power and wiring infrastructure for non-teaching staff 20000 Tandem Partners in Early Learning 1275 Fairfax Avenue Ste 201 San Francisco CA 94124 501 (c)(3) public ch Furnish new Family and Community Rooms in Bayview Hunters Point to provide early literacy support services to children and families 30000 Tandem Partners in Early Learning 1275 Fairfax Avenue Ste 201 San Francisco CA 94124 501 (c)(3) public ch Honorarium for hosting board meeting 2500 Tenderloin Neighborhood Development Corporation 201 Eddy Street San Francisco CA 94102 501 (c)(3) public ch Purchase equipment for food distribution space upgrade 16500 The Spahr Center 910 Irwin Street San Rafael CA 94901 501 (c)(3) public ch Purchase five computers, along with an overhead projector and laptop 6000 University of California San Francisco 350 Parnassus Avenue Suite 908 San Francisco CA 94143 501 (c)(3) public ch Renovate common areas of Women's HIV Clinic to more efficiently meet patient needs 46000 West Marin Community Services PO Box 1093 11431 Highway One Suite 10 Point Reyes Station CA 94956 501 (c)(3) public ch West Marin Community Thrift Store Improvements 3675 Zen Hospice Project Inc 273 Page Street San Francisco CA 94102 501 (c)(3) public ch Replace furnaces and kitchen equipment at the Guest House 44700 1589673 0 14 1069508 14 2353 18 1244970 0 2316831 0 2316831 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11057 6634 3317 BONDS & US TREASURIES 11496841 11496841 STOCKS 25513746 25513746 unsettled stock 81528 0 0 change in deferred liability 12000 dues and subscriptions 750 150 525 insurance 5219 0 0 OTHER INCOME 2353 0 2353 UNREALIZED GAINS ON INVESTMENTS 603927 Prior Year Grant refunds 41832 DEFERRED TAX liability 122000 134000 Audit fees 25288 15172 7586 Bank and Custody fees 7527 7527 0 INVESTMENT manager FEES 182137 182137 0 foundation management fees 353358 35336 282686 FEDERAL EXCISE TAX 20675 0 0 OTHER TAXES 3436 0 0