2017-11-02T18:29:05-05:00 2016-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W Taylor Street Suite A San Jose CA 95126 990PF 2016-01-01 943345967 Bella Vista Foundation BELL 4155616540 1660 Bush Street No 300 San Francisco CA 94109 Jean K Casey Treasurer 4155616540 2017-10-19 1 Robert A Lee P00156212 4088556770 64.62.180.2 2017-10-19 13:11:44 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EEE63BFB48006F84FFF774AEA830F8A3AF833214 2016 2021-01-29 14:40:06Z X 54263786 X X 282 1800 106646 278466 367220 2388512 2182137 -255464 474148 2206939 0 0 0 62166 37300 18650 447115 105162 303958 21796 0 0 1342 134 805 3906 195 953 536325 142791 324366 2458790 2392790 2995115 142791 2717156 -2520967 2064148 3752896 547212 547212 500 371 371 6842577 9711841 9711841 9160866 9540120 9540120 32882362 32964242 32964242 1030000 1500000 1500000 53669201 54263786 54263786 4000 70000 172052 156541 176052 226541 X 53493149 54037245 53493149 54037245 53669201 54263786 53493149 -2520967 3065063 54037245 0 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2605271 2717156 X 20641 0 20641 0 20641 13100 16000 29100 X 150 8309 8309 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 www.bellavistafoundation.org PACIFIC FOUNDATION SERVICES LLC 4155616540 1660 BUSH STREET SUITE 300 SAN FRANCISCO CA 94109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert Kirkwood 1660 Bush Street Suite 300 San Francisco CA 94109 Chairman 1.00 0 0 0 Jeanie Casey 1660 Bush Street Suite 300 san Francisco CA 94109 Treasurer 1.00 0 0 0 John Kirkwood 1660 Bush Street Suite 300 san Francisco CA 94109 Secretary 1.00 0 0 0 Susan Koe 1660 Bush Street Suite 300 san Francisco CA 94109 Vice Chairman 1.00 0 0 0 katherine casey joiner 1660 Bush Street Suite 300 san Francisco CA 94109 associate trustee 1.00 0 0 0 COREY KIRKWOOD 1660 Bush Street Suite 300 SAn Francisco CA 94109 ASSociate trustee 1.00 0 0 0 NONE 0 pacific foundation services llc 1660 Bush Street Suite 300 San Francisco CA 94109 management services 379947 hall capital llc one maritime plaza fifth floor san Francisco CA 94111 investment fees 67167 0 0 49076102 3647276 0 52723378 0 0 52723378 790851 51932527 2596626 2596626 20641 20641 2575985 0 2575985 0 2575985 2717156 0 2717156 20641 2696515 2575985 0 0 290061 290061 2717156 0 0 0 2575985 141171 0 0 431232 0 0 0 0 0 0 0 431232 290061 141171 annie yates senior program officer 1660 bush street suite 300 san francisco CA 94109 4155616540 For guidelines and more info about this foundation, see www.bellavistafoundation.org For guidelines and more info about this foundation, see www.bellavistafoundation.org FOR GUIDELINES AND MORE INFO ABOUT THIS FOUNDATION, SEE WWW.BELLAVISTAFOUNDATION.ORG American Rivers Inc 120 Union St Nevada City CA 95959 501 (c)(3) public ch To improve headwaters and forest health by integrating road hydrology improvements with fuels reduct 40000 Bear Yuba Land Trust PO Box 1004 12183 Auburn Rd Grass Valley CA 95945 501 (c)(3) public ch For restoration of wetland habitat and overall rangeland restoration to increase carbon sequestratio 50000 Blue Mountains Forest Partners PO Box 595 Mt Vernon OR 97865 501 (c)(3) public ch To coordinate the accelerated restoration on the Malheur National Forest in the upper John Day. 40000 Board of Trustees of the Leland Stanford Junior University Research Management Group 3172 Porter Drive Palo Alto CA 94304 501 (c)(3) public ch Increasing School Readiness: Building the Foundation to Empower Parents 15000 Board of Trustees of the Leland Stanford Junior University Research Management Group 3172 Porter Drive Palo Alto CA 94304 501 (c)(3) public ch Increasing School Readiness: Building the Foundation to Empower Parents 15000 Buckelew Programs 555 Northgate Drive Suite 100 San Rafael CA 94903 501 (c)(3) public ch For Healthy Families Marin, a program that integrates home visiting services and a support group wit 50000 California Pacific Medical Center Foundation 2015 Steiner Street San Francisco CA 94115 501 (c)(3) public ch For the expansion of Joint Venture Healths Prenatal-Pediatric-Parent-Provider Partnership Model to 35000 California Trout 360 Pine St 4th Floor San Francisco CA 94104 501 (c)(3) public ch For creating incentives and implementing projects with private landowners to recover listed salmonid 103691 Canal Alliance 91 Larkspur Street San Rafael CA 94901 501 (c)(3) public ch To support Latina mothers in the Canal District through birth coaches (Compaeras), a support group, 56200 Catholic Charities of Santa Clara County 2625 Zanker Road San Jose CA 95134 501 (c)(3) public ch For New Beginnings, a program for children ages 0-3 and their caregivers that provides cognitive and 58500 Catholic Charities of Santa Clara County 2625 Zanker Road San Jose CA 95134 501 (c)(3) public ch For the Baby Steps program, providing home visits and support groups to very low-income pregnant/par 40000 Childrens Council of San Francisco 445 Church Street San Francisco CA 94114 501 (c)(3) public ch For Confident Caregivers, Capable Children, a program to help parents and caregivers of children age 25000 Community Initiatives (Bay Area Early Childhood Funders) 354 Pine Street Suite 700 San Francisco CA 94104 501 (c)(3) public ch To support a learning community and project collaborative of grant-makers who support early childhoo 4000 Cora Community Overcoming Relationship Abuse 2211 Palm Ave San Mateo CA 94403 501 (c)(3) public ch For bilingual support groups for victims of domestic violence and trauma-informed services for their 40000 CorStone 250 Camino Alto Suite 100A Mill Valley CA 94941 501 (c)(3) public ch For the Marin City Parent Academy, offering group support and skill-building, case management, and h 55000 Family Works 4 Joseph Ct San Rafael CA 94903 501 (c)(3) public ch For psycho-educational support groups for Spanish-speaking pregnant and new mothers in Novato and Sa 35000 Feather River Land Trust PO Box 1826 Quincy CA 95971 501 (c)(3) public ch To advance five conservation easements on Goodrich Creek in Mountain Meadows Valley in the North For 30000 Foundation Center 312 Sutter Street Suite 606 San Francisco CA 94108 501 (c)(3) public ch Annual operating support 4000 Good Samaritan Family Resource Center 1294 Potrero Ave San Francsico CA 94110 501 (c)(3) public ch For support groups, parenting classes, workshops, and case management that help caregivers manage an 50000 Gum Moon Residence Hall 940 Washington St San Francisco CA 94108 501 (c)(3) public ch For the Early Childhood Development and Parent Support Program that helps parents and caregivers bon 25000 Homeless Prenatal Program Inc 2500 18th Street San Francisco CA 94110 501 (c)(3) public ch For the Wellness Center, providing case management, prenatal and parenting classes, support groups, 50000 Larkin Street Youth Services (3rd Street Youth Center and Clinic) 1728 Bancroft Avenue San Francisco CA 94124 501 (c)(3) public ch For the Village, a support group for new and expectant young mothers in Bayview Hunters Point. 25000 Learning and Loving Education Center 16890 Church Street 16 Morgan Hill CA 95037 501 (c)(3) public ch For support services to immigrant mothers of young children. 20000 Matrix A Parent Network and Resource Center 94 Galli Drive Novato CA 94949 501 (c)(3) public ch To pilot a free mindfulness-based stress reduction workshop for parents of children ages 0-3 with sp 8100 Mattole Restoration Council PO Box 160 Petrolia CA 95558 501 (c)(3) public ch For implementation of the Mattole Integrated Coastal Watershed Management Plan, Mattole 2020 Foresig 70000 Mount St Joseph - St Elizabeth (Epiphany Center) 100 Masonic Avenue San Francisco CA 94118 501 (c)(3) public ch To support the Parent-Child Center that provides early intervention and parenting support for women 20000 Northern California Grantmakers 160 Spear Street Suite 360 San Francisco CA 94105 501 (c)(3) public ch Grant and Dues 4250 Odd Fellow-Rebekah Childrens Home of California 290 IOOF Ave Gilroy CA 95020 501 (c)(3) public ch For the Healthy Families program, building healthy attachment and relationships with their children 40000 Oregon Wild 5825 North Greeley Portland OR 97217 501 (c)(3) public ch For continued support of collaborative, conservation-based forest restoration programming in the upp 29200 Pacific Forest Trust 1001-A OReilly Avenue San Francisco CA 94129 501 (c)(3) public ch To advance forest conservation and restoration in the McCloud and Mid-Klamath/Shasta/Scott River wat 30000 Parent Services Project Inc 79 Belvedere Street 101 San Rafael CA 94901 501 (c)(3) public ch To offer learning play groups to families of young children, and to screen families with children ag 45000 Plumas Corporation PO Box 3880 Quincy CA 95971 501 (c)(3) public ch To complete a meadow/channel restoration design for Mountain Meadows and East Creek in the Mountain 54516 Point Reyes Bird Observatory 3820 Cypress Drive Suite 11 Petaluma CA 94954 501 (c)(3) public ch To catalyze climate-smart meadow restoration across the Northern Sierra to increase climate change r 39522 Portola Family Connection Center Inc 2565 San Bruno Avenue San Francisco CA 94134 501 (c)(3) public ch For a continuum of parent support programs that strengthen families of children ages 0-3. 30000 Puente de la Costa Sur PO Box 554 Pescadero CA 94060 501 (c)(3) public ch To support the Madres Project which supports healthy social-emotional development of parents of chil 50000 Rape Trauma Services 1860 El Camino Real Suite 406 Burlingame CA 94010 501 (c)(3) public ch For services provided to teen parents at Redwood High school in Redwood City. 15000 Sacred Heart Community Service 1381 South First Street San Jose CA 95110 501 (c)(3) public ch To pilot a 6-week program that reinforces parent-child attachment and strengthens resilience in low- 30000 Salmonid Restoration Federation PO Box 784 Redway CA 95560 501 (c)(3) public ch To continue community outreach, low-flow monitoring, technical assistance, and water conservation pr 20000 San Francisco Child Abuse Prevention Center 1757 Waller Street San Francisco CA 94117 501 (c)(3) public ch To support the Integrated Family Services and SafeStart programs that serve families with children w 50000 San Jose Grail Family Services 2003 E San Antonio St San Jose CA 95116 501 (c)(3) public ch To support Birth & Beyond, Family Empowerment parenting programs for parents of young children in Ea 40000 Sierra Streams Institute (Wolf Creek Community Alliance) PO Box 477 Grass Valley CA 95945 501 (c)(3) public ch For the Wolf Creek Watershed Disturbance Inventory and Assessment. 32383 Sierra Streams Institute 431 Uren St Suite C Nevada City CA 95959 501 (c)(3) public ch To continue monitoring of salmonids in Deer Creek and document effects of gravel augmentations. 17658 Somos Mayfair Inc 370-B S King Rd San Jose CA 95116 501 (c)(3) public ch For In our Hands programming that engages parents of children ages 0-3 in East San Jose. 60000 South Yuba River Citizens League 313 Railroad Ave Suite 101 Nevada City CA 95959 501 (c)(3) public ch To create a large-scale inter-agency restoration program that maximizes restoration outcomes for sal 41270 StarVista 610 Elm St 212 San Carlos CA 94070 501 (c)(3) public ch To support the Early Childhood Services Team to provide family support, mental health consultation, 80000 StarVista 610 Elm St 212 San Carlos CA 94070 501 (c)(3) public ch To support the work of Early Childhood Mental Health consultants in Santa Clara County childcare cen 40000 Sunday Friends Foundation PO Box 24887 San Jose CA 95154 501 (c)(3) public ch To help low-income parents of infants and toddlers reduce their stress, become stronger, and be more 15000 Sustainable Northwest 812 SW Washington Suite 700 Portland OR 97205 501 (c)(3) public ch To advance landscape-level resilience across national forests, private lands, and rural communities 50000 The Freshwater Trust 700 SW Taylor St Suite 200 Portland OR 97205 501 (c)(3) public ch To access the potential for quantified conservation approaches in the upper John Day. 130000 The Nature Conservancy of California 201 Mission Street 4th Floor San Francisco CA 94105 501 (c)(3) public ch To secure water flows for salmon in the Shasta River. 50000 The Regents of the University of California c/o UCSF Office of Sponsored Research Box 0962 San Francisco CA 94118 501 (c)(3) public ch To support mental health consultations and care for pregnant women and parents of infants at Zuckerb 50000 The Sierra Fund 103 Providence Mine Road Suite 101 Nevada City CA 95959 501 (c)(3) public ch For Phase II of Humbug Creek watershed restoration, coordinating technical studies and feasibility a 45000 The Tides Center (Sierra Forest Legacy) PO Box 244 Garden Valley CA 95633 501 (c)(3) public ch For participation in the SOFAR (South Fork American River) All Lands Cohesive Strategy, a landscape- 35000 The Trust for Public Land 101 Montgomery Street Suite 900 San Francisco CA 94104 501 (c)(3) public ch For continued support of the Sierra Checkerboard Initiative. 150000 Trout Unlimited PO Box 278 Graeagle CA 96103 501 (c)(3) public ch To fund eDNA (environmental DNA) analysis to support development of a collaborative condition assess 24500 Truckee River Watershed Council PO Box 8568 Truckee CA 96162 501 (c)(3) public ch For final restoration design of the Mainstem Martis Creek project, which will restore hydrologic fun 50000 Western Environmental Law Center 1216 Lincoln St Eugene OR 97401 501 (c)(3) public ch For continued support of collaborative efforts to restore ecosystem functionality and biodiversity i 35000 Wu Yee Children's Services 827 Broadway Street San Francisco CA 94133 501 (c)(3) public ch To support the Joy Lok Family Resource Center's playgroups, support groups, parenting education clas 25000 YMCA of San Francisco 50 California Street Suite 650 San Francisco CA 94111 501 (c)(3) public ch For the Expanding Horizons program that strengthens the parenting skills and parent-child relationsh 20000 2392790 Mattole Restoration Council PO Box 160 Petrolia CA 95558 501 (c)(3) public ch For implementation of the Mattole Integrated Coastal Watershed Management Plan, Mattole 2020 Foresig 70000 70000 14 282 14 106646 18 367220 0 474148 0 474148 0 0 0 0 0 0 0 0 0 0 accounting 62166 37300 18650 Pursuant to IRC Sec. 4942(H)(2) and Reg. 53.4942(A)-3(D)(2), The Georgiana G Stevens Foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year?s undistributed income and the amount needed to satisfy the current year distribution requirements as being made out of corpus. bonds 9540120 9540120 STOCKS 9711841 9711841 OTHER INVESTMENTS FMV 32964242 32964242 unsettled stock asset 1030000 1500000 1500000 insurance 2637 0 0 dues and subscriptions 750 150 525 bank fees 45 45 0 MISCELLANEOUS 474 0 428 unrealized gain on investments 3061063 change in deferred tax liability 4000 deferred tax liability 153000 149000 CURRENT EXCISE TAX PAYABLE 19052 7541 investment management fees 67168 67167 0 foundation management fees 379947 37995 303958 excise tax 21711 0 0 franchise tax board 85 0 0