BETA

BOTHIN FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BOTHIN FOUNDATION (EIN 94-1196182)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-10
IRS object ID
201122229349100617
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-08-10T19:08:11-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT LEE & ASSOCIATES LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1226 AIRPORT PARKWAY SUITE 350AddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95110ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN941196182EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE BOTHIN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOTHNameControl
Phone4155616540Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET NO 300AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94109ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLYMAN H CASEYName
TitleSECRETARYTitle
Phone4155616540Phone
Date Signed2011-08-02DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameNASI RAISSIANName
Phone4088556770Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY34911410FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss549InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm549InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss970818DividendsRevAndExpnss
Dividends Net Invst Incm970818DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss807692NetGainSaleAssetsRevAndExpnss
Gross Sales Price14250618GrossSalesPrice
Capital Gain Net Incm Net Invst Incm807692CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1779059TotalRevenueAndExpenses
Total Net Investment Income1779059TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss9045AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm5400AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps2700AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss538163OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm225657OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps259088OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss30957TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss8620OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm172OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps779OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss586785TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm231229TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps262567TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1234419ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1274436ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1821204TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm231229TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1537003TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-42145ExcessOfRevenueOverExpenses
Net Investment Income1547830NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY26203CashBOY
Cash EOY73171CashEOY
Cash EOYFMV73171CashEOYFMV
Savings And Temp Cash Invst BOY1444368SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1518095SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1518095SavingsAndTempCashInvstEOYFMV
Accounts Receivable130249AccountsReceivable
Accounts Receivable BOY66246AccountsReceivableBOY
Accounts Receivable EOY130249AccountsReceivableEOY
Accounts Receivable EOYFMV130249AccountsReceivableEOYFMV
Prepaid Expenses BOY11362PrepaidExpensesBOY
Prepaid Expenses EOY6767PrepaidExpensesEOY
Prepaid Expenses EOYFMV6767PrepaidExpensesEOYFMV
Investments Corp Stock BOY21688542InvestmentsCorpStockBOY
Investments Corp Stock EOY24495625InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV24495625InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY9220275InvestmentsCorpBondsBOY
Investments Corp Bonds EOY8687503InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV8687503InvestmentsCorpBondsEOYFMV
Total Assets BOY32456996TotalAssetsBOY
Total Assets EOY34911410TotalAssetsEOY
Total Assets EOYFMV34911410TotalAssetsEOYFMV
Accounts Payable BOY13905AccountsPayableBOY
Accounts Payable EOY19239AccountsPayableEOY
Grants Payable BOY235354GrantsPayableBOY
Grants Payable EOY195337GrantsPayableEOY
Other Liabilities BOY64471OtherLiabilitiesBOY
Other Liabilities EOY210767OtherLiabilitiesEOY
Total Liabilities BOY313730TotalLiabilitiesBOY
Total Liabilities EOY425343TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY32143266UnrestrictedBOY
Unrestricted EOY34486067UnrestrictedEOY
Total Net Assets BOY32143266TotalNetAssetsBOY
Total Net Assets EOY34486067TotalNetAssetsEOY
Total Liabilities Net Assets BOY32456996TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY34911410TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY32143266TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-42145ExcessOfRevenueOverExpenses
Other Increases2433619OtherIncreases
Subtotal34534740Subtotal
Other Decreases48673OtherDecreases
Total Net Assets Fund Balances EOY34486067TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetPUBLICLY TRADED SECURITIESDescriptionOfAsset
How AcquiredPHowAcquired
Gross Sales Price14250618GrossSalesPrice
Cost Or Other Basis13442926CostOrOtherBasis
Gain Or Loss807692GainOrLoss
Gains Minus Excess Or Losses807692GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income807692CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year11433720QualifyingDistributionsYear1
Noncharitable Assets Year128753556NoncharitableAssetsYear1
Distribution Ratio Year10.049862DistributionRatioYear1
Qualifying Distributions Year21952569QualifyingDistributionsYear2
Noncharitable Assets Year233890245NoncharitableAssetsYear2
Distribution Ratio Year20.057614DistributionRatioYear2
Qualifying Distributions Year31971589QualifyingDistributionsYear3
Noncharitable Assets Year339528191NoncharitableAssetsYear3
Distribution Ratio Year30.049878DistributionRatioYear3
Qualifying Distributions Year41783469QualifyingDistributionsYear4
Noncharitable Assets Year436245603NoncharitableAssetsYear4
Distribution Ratio Year40.049205DistributionRatioYear4
Qualifying Distributions Year51660759QualifyingDistributionsYear5
Noncharitable Assets Year535384361NoncharitableAssetsYear5
Distribution Ratio Year50.046935DistributionRatioYear5
Total Distribution Ratio0.253494TotalDistributionRatio
Average Distribution Ratio0.050699AverageDistributionRatio
Net Noncharitable Assets31771624NetNoncharitableAssets
Adjusted Noncharitable Assets1610790AdjustedNoncharitableAssets
One Percent Net Investment Income15478OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1626268AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1537003QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax30957InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal30957Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income30957TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment31638EstTaxPaymentsAndOverpayment
Tax Paid With Extension4362TaxPaidWithExtension
Total Credits And Payments36000TotalCreditsAndPayments
Overpayment5043Overpayment
Amount Credited To Next Year5043AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressWWW.PFS-LLC.NET/BOTHINWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1PACIFIC FOUNDATION SERVICES LLCBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4155616540BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET SUITE 300AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94109ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
GENEVIEVE DI SAN FAUSTINO
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109PRESIDENT2.00000
A MICHAEL CASEY
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109VICE PRESIDENT/TREASURER2.00000
LYMAN H CASEY
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109SECRETARY2.00000
LYMAN R CASEY
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109DIRECTOR2.00000
JESSICA GALLOWAY
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109DIRECTOR2.00000
JAY JACOBS
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109DIRECTOR2.00000
DEVON LAYCOX
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109DIRECTOR2.00000
LAURA KING PFAFF
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109DIRECTOR2.00000
PAUL SUSSMAN
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109DIRECTOR & AUDIT COMMITTEE CHAIR2.00000
HERB TULLY
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109DIRECTOR2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeType Of ServiceTypeOfServiceCompensationCompensation
PACIFIC FOUNDATION SERVICES LLC
1660 BUSH STREET SUITE 300SAN FRANCISCOCA94109FOUNDATION MANAGEMENT314896
OSTERWEIS CAPITAL MANAGEMENT
ONE MARITIME PLAZA SUITE 800SAN FRANCISCOCA94111INVESTMENT COUNSELING184224
FieldValueIRS element (for citing)
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities30614175AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1509308AvgMonthlyCashBalances
FMV All Other Noncharitable Assets131973FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets32255456TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets32255456AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable483832CashDeemedCharitable
Net Noncharitable Assets31771624NetNoncharitableAssets
Minimum Investment Return1588581MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1588581MinimumInvestmentReturn
Tax Based On Investment Income30957TaxBasedOnInvestmentIncome
Total Tax30957TotalTax
Distributable Amount Before Adj1557624DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1557624DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1557624DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1537003ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions1537003QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1537003AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1557624DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year271406ExcessDistriCarryoverYear2
Excess Distri Carryover Year15806ExcessDistriCarryoverYear1
Total Excess Distri Carryover77212TotalExcessDistriCarryover
Qualifying Distributions1537003QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1537003AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus20621ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY20621ExcessDistriCyovAppliedCY
Total Corpus56591TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year56591ExcessDistriCyovToNextYear
Excess From Year250785ExcessFromYear2
Excess From Year15806ExcessFromYear1

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameHECTOR MELENDEZ SENIOR PROGRAM OFFIRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET SUITE 300AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94109ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4155616540RecipientPhoneNumber
Form And Info And MaterialsFOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NETFormAndInfoAndMaterials
Submission DeadlinesFOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NETSubmissionDeadlines
Restrictions On AwardsFOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.PFS-LLC.NETRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (63 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
A HOME WITHIN INC
2500 18TH STREETSAN FRANCISCOCA94110501 (C)(3) PUBLIC CHCOMPUTER SYSTEM UPGRADE$25,000
ALCHEMIA
PO BOX 954PETALUMACA94943501 (C)(3) PUBLIC CHPRODUCTION EQUIPMENT, FABRIC PRINTER AND BINDING MACHINE$6,900
ASIAN NEIGHBORHOOD DESIGN INC
1245 HOWARD STREETSAN FRANCISCOCA94103501 (C)(3) PUBLIC CHADA COMPLIANT UPGRADES$7,500
BAYVIEW HUNTERS POINT CENTER
2415 THIRD STREET SUITE 230SAN FRANCISCOCA94107501 (C)(3) PUBLIC CHVIDEO AND AUDIO EQUIPMENT$25,000
BOYS & GIRLS CLUBS OF SONOMA VALLEY
PO BOX 218EL VERANOCA95433501 (C)(3) PUBLIC CHKITCHEN RENOVATION$25,000
BUCKELEW PROGRAMS
900 FIFTH AVE SUITE 150SAN RAFAELCA94901501 (C)(3) PUBLIC CHCLIENT-TRANSPORT VEHICLE$28,800
CILPSI SPECIAL SERVICES INC
1200 COLLEGE AVENUESANTA ROSACA95404501 (C)(3) PUBLIC CHPHONE SYSTEM UPGRADE$3,400
COASTSIDE CHILDREN'S PROGRAMS
494 MIRAMONTES AVEHALF MOON BAYCA94019501 (C)(3) PUBLIC CHBUILDING RENOVATION PROJECT$26,100
COLEMAN CHILDREN AND YOUTH SERVICES
459 VIENNA STREETSAN FRANCISCOCA94112501 (C)(3) PUBLIC CHELEVATOR RENOVATION$19,500
COLLEGE TRACK
117 BROADWAYOAKLANDCA94607501 (C)(3) PUBLIC CHCAPITAL CAMPAIGN SUPPORT FOR SAN FRANCISCO EXPANSION$10,000
COMPASS COMMUNITY SERVICES
49 POWELL ST 3RD FLOORSAN FRANCISCOCA94102501 (C)(3) PUBLIC CHRENOVATIONS TO CLARA HOUSE$29,000
CONSERVATION EARTH WILDLIFE
PO BOX 3098HALF MOON BAYCA94019501 (C)(3) PUBLIC CHEQUIPMENT TO DELIVER AND EXECUTE EDUCATIONAL IN-SCHOOLS PROGRAMS$7,500
FAMILY SERVICE AGENCY MARIN
555 NORTHGATE DRIVESAN RAFAELCA94903501 (C)(3) PUBLIC CHBUILDING RENOVATION COSTS REQUIRED TO MERGE TWO PROGRAMS$7,500
FOUNDATION CENTER
312 SUTTER STREET SUITE 606SAN FRANCISCOCA94108501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
FOUNDATION CENTER
312 SUTTER STREET SUITE 606SAN FRANCISCOCA94108501 (C)(3) PUBLIC CHGENERAL OPERATING SUPPORT$3,000
FRIENDS OF THE SAN FRANCISCO PUBLIC LIBRARY
391 GROVE STREETSAN FRANCISCOCA94102501 (C)(3) PUBLIC CHBOOK SECURITY SYSTEM FOR THE BAYVIEW BRANCH LIBRARY$28,000
GOLDEN GATE NATIONAL PARKS
BUILDING 201 FORT MASONSAN FRANCISCOCA94123501 (C)(3) PUBLIC CHINSTALLATION OF RAINWATER CATCHMENT SYSTEM AND SOLAR THERMAL SYSTEM$30,000
GRANTMAKERS FOR CHILDREN YOUTH
8757 GEORGIA AVENUE SUITE 540SILVER SPRINGMD20910501 (C)(3) PUBLIC CHBAY AREA CONFERENCE SUPPORT$5,000
HEALTH INITIATIVES FOR YOUTH INC
235 MONTGOMERY STREET SUITE 430SAN FRANCISCOCA94104501 (C)(3) PUBLIC CHPORTABLE COMPUTER LAB AND PRESENTATION TOOLS$7,500
IMAGINE BUS PROJECT
342 NINTH STREET SUITE 201SAN FRANCISCOCA94103501 (C)(3) PUBLIC CHIT INFRASTRUCTURE UPGRADE$7,000
INNVISION THE WAY HOME
974 WILLOW STREETSAN JOSECA95125501 (C)(3) PUBLIC CHCARGO VAN TO TRANSPORT HOT MEALS$20,000
LA LUZ BILINGUAL CENTER
17560 GREGER STREETSONOMACA95476501 (C)(3) PUBLIC CHCOMPUTER LAB INSTALLATION AND UPGRADES$20,000
LAGUNA DE SANTA ROSA FNDN
PO BOX 7886SANTA ROSACA95407501 (C)(3) PUBLIC CHEQUIPPING LAGUNA LEARNING CETR W APPLIANCES, FURNITURE, ETC.$25,000
LARKIN STREET YOUTH SERVICES
701 SUTTER STREET SUITE 2SAN FRANCISCOCA94109501 (C)(3) PUBLIC CHCLIENT-TRANSPORT VEHICLE$26,500
LOMI COUNSELING CLINIC
534 B STREETSANTA ROSACA95401501 (C)(3) PUBLIC CHNEW COMPUTER, PHONE, AND PRESENTATION EQUIPMENT$22,900
MARIN CONSERVATION CORPS
27 LARKSPUR STREETSAN RAFAELCA94901501 (C)(3) PUBLIC CHINDUSTRIAL WOOD CHIPPER FOR VOCATIONAL DEVELOPMENT PROGRAM$33,200
MARIN EDUCATION FUND
781 LINCOLN AVE SUITE 140SAN RAFAELCA94901501 (C)(3) PUBLIC CHEXPANSION OF COMPUTER SYSTEM AND IT UPGRADE$22,000
MISSION ECONOMIC DEVELOPMENT AGENCY
3505 20TH STREETSAN FRANCISCOCA94110501 (C)(3) PUBLIC CHHONORARIUM GRANT FOR HOSTING ANNUAL BOARD MEETING$2,500
NATIONAL AUDUBON SOCIETY INC
376 GREENWOOD BEACH RDTIBURONCA94920501 (C)(3) PUBLIC CHREPLACE BEACH ACCESS STAIRWAY AT TIBURON CENTER$17,600
NATUREBRIDGE
28 GEARY STREET SUITE 650SAN FRANCISCOCA94108501 (C)(3) PUBLIC CHINSTALLATION OF SPRINKLERS IN DORMITORIES$26,000
NEW CONSERVATORY THEATRE
25 VAN NESS AVE LOWER LOBBYSAN FRANCISCOCA94102501 (C)(3) PUBLIC CHTHEATER LIGHTING SYSTEM$25,900
NEXT GENERATION SCHOLARS INC
912 LOOTENS PLACE 1ST FLOORSAN RAFAELCA94901501 (C)(3) PUBLIC CHUPGRADE TO ELECTRICAL SYSTEM AND TECHNOLOGY EQUIPMENT$5,590
NORTH BEACH CITIZENS
720 COLUMBUS AVESAN FRANCISCOCA94133501 (C)(3) PUBLIC CHOFFICE RENOVATION$25,000
NORTHERN CALIFORNIA GRANTMAKERS
625 MARKET STREET 15TH FLOORSAN FRANCISCOCA94105501 (C)(3) PUBLIC CH2010 MEMBERSHIP DUES$1,596
PACIFICA RESOURCE CENTER
1809 PALMETTO AVENUEGREENBRAECA94044501 (C)(3) PUBLIC CHCREATING SECURITY WORK FOR LOW-INCOME FAMILIES$20,000
PARENTS FOR PUBLIC SCHOOLS OF SF
3543 18TH STREET 1SAN FRANCISCOCA94110501 (C)(3) PUBLIC CHPRESENTATION AND TRANSLATION EQUIPMENT$21,500
PROJECT OPEN HAND
730 POLK STREETSAN FRANCISCOCA94109501 (C)(3) PUBLIC CHFOOD DELIVERY VEHICLE$40,000
RAPHAEL HOUSE OF SAN FRANCISCO
1065 SUTTER STREETSAN FRANCISCOCA94109501 (C)(3) PUBLIC CHELEVATOR REPLACEMENT FOR TRANSITIONAL HOUSING FACILITY$30,000
RECORDING FOR BLIND & DYSLEXIC
488 WEST CHARLESTON ROADPALO ALTOCA94306501 (C)(3) PUBLIC CHNEW EQUIPMENT FOR RECORDING BOOTHS$10,000
REDWOOD EMPIRE FOOD BANK
3320 INDUSTRIAL DRSANTA ROSACA95403501 (C)(3) PUBLIC CHREFRIGERATED TRUCK TO DISTRIBUTE FOOD$30,000
SAINT FRANCIS FOUNDATION
900 HYDE STREET SUITE 1208SAN FRANCISCOCA94109501 (C)(3) PUBLIC CHUPGRADES TO THE BOTHIN BURN CENTER$50,000
SAN FRANCISCO CHILD ABUSE PREVENTION CENTER
1757 WALLER STREETSAN FRANCISCOCA94117501 (C)(3) PUBLIC CHUPGRADE OF ELECTRICAL SYSTEM$34,000
SAN FRANCISCO FRIENDS OF THE URBAN FOREST
PRESIDIO BUILDING 1007SAN FRANCISCOCA94129501 (C)(3) PUBLIC CHLOW-EMISSIONS WORK TRUCK$22,400
SAN FRANCISCO MIME TROUPE
855 TREAT AVENUESAN FRANCISCOCA94110501 (C)(3) PUBLIC CHROOF REPAIRS$7,500
SAN FRANCISCO PARKS TRUST INC
501 STANYAN STREETSAN FRANCISCOCA94117501 (C)(3) PUBLIC CHEXERCISE EQUIPMENT FOR RENOVATED HAMILTON RECREATION CENTER$25,000
SAN GERONIMO VALLEY COMM PRESB
6001 SIR FRANCIS DRAKE BOULEVARD POSAN GERONIMOCA94963501 (C)(3) PUBLIC CHPURCHASE ELECTRICAL, PLUMBING MATERIALS, FLOORING, ETC.$5,000BOX 373
SF MARITIME NTL PARK ASSOC
PO BOX 470310SAN FRANCISCOCA94147501 (C)(3) PUBLIC CHIT UPGRADES$25,000
SHELTER NETWORK SAN MATEO COUNTY
1450 CHAPIN AVENUE 2ND FLOORBURLINGAMECA94010501 (C)(3) PUBLIC CHBOX TRUCK TO TRANSPORT DONATIONS$42,700
SONOMA ECOLOGY CENTER
PO BOX 1486ELDRIDGECA95431501 (C)(3) PUBLIC CHWATER INFRASTRUCTURE ENHANCEMENTS AT SONOMA GARDEN PARK$7,500
SOUTH OF MARKET CHILD CARE INC
551 MINNA STREETSAN FRANCISCOCA94103501 (C)(3) PUBLIC CHPHONE SYSTEMS UPGRADE$20,600
SPPT FAM'S W CHILDREN W DISAB
2601 MISSION STREET SUITE 606SAN FRANCISCOCA94110501 (C)(3) PUBLIC CHNEW PHONE SYSTEM$30,000
SW COMMUNITY HEALTH CENTER
751 LOMBARDI COURT SUITE BSANTA ROSACA95407501 (C)(3) PUBLIC CHCHILDREN'S PLAY AREA AT THE ROUND BARN CIRCLE HEALTH CENTER$30,000
SWORDS PLOWSHARES VETERANS RGHTS
1060 HOWARD STREETSAN FRANCISCOCA94103501 (C)(3) PUBLIC CHREPLACING THE FIRE SAFETY SYSTEMS AT THE VETERANS ACADEMY$30,000
THE ART OF YOGA PROJECT
555 BRYANT STREET 232PALO ALTOCA94301501 (C)(3) PUBLIC CHIT EQUIPMENT AND UPGRADES$7,000
THE SHINING STAR FOUNDATION
4470 REDWOOD HIGHWAYSAN RAFAELCA94903501 (C)(3) PUBLIC CHRE-ROOFING SCHOOL BUILDING$40,000
THE WOMEN'S FOUNDATION OF CA
2948 FOLSOM STREETSAN FRANCISCOCA94110501 (C)(3) PUBLIC CHPURCHASE OF MOBILE STREET-FOOD TRAILER$27,000
TREASURE ISLAND SAILING CENTER
698 FIRST STREET BUILDING 112SAN FRANCISCOCA94130501 (C)(3) PUBLIC CHCONSTRUCTION OF A STORAGE UNIT$7,250
U MOUND OLD LADIES HOME
350 UNIVERSITY STREETSAN FRANCISCOCA94134501 (C)(3) PUBLIC CHRENOVATING DOORS TO COMPLY FIRE AND HANDICAP REQUIREMENTS$30,000
VOLUNTEER CENTER OF SONOMA
153 STONY CIRCLE STE 100SANTA ROSACA95401501 (C)(3) PUBLIC CHROOF REPAIRS FOR MAIN BUILDING IN SANTA ROSA$7,500
VOLUNTEERS IN MEDICINE - SF
4877 MISSION STREETSAN FRANCISCOCA94112501 (C)(3) PUBLIC CHCOMMUNICATION AND MEDICAL EQUIPMENT FOR SF FACILITY$20,000
YOUTH COMMUNITY SERVICE
3800 MIDDLEFIELD ROADPALO ALTOCA94303501 (C)(3) PUBLIC CHSTUDENT-TRANSPORT VAN$18,500
ZEN HOSPICE PROJECT INC
273 PAGE STREETSAN FRANCISCOCA94102501 (C)(3) PUBLIC CHCOMMUNICATION AND MEDICAL EQUIPMENT FOR GUEST FACILITY$20,500
ZEUM
221 FOURTH STREETSAN FRANCISCOCA94103501 (C)(3) PUBLIC CHLIGHTING AND AUDIO EQUIPMENT FOR THEATER$35,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1274436TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FOUNDATION CENTER
312 SUTTER STREET SUITE 606SAN FRANCISCOCA94108501 (C)(3) PUBLIC CHGENERAL SUPPORT$5,000
SAINT FRANCIS FOUNDATION
900 HYDE STREET SUITE 1208SAN FRANCISCOCA94109501 (C)(3) PUBLIC CHUPGRADES TO THE BOTHIN BURN CENTER$200,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Approved Future205000TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code03ExclusionCode
Exclusion$549ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code03ExclusionCode
Exclusion$970,818ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$807,692ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1,779,059ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1779059TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$9,045Amount
Net Investment Income5400NetInvestmentIncome
Disbursements Charitable Prps2700DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondBONDS & US TREASURIESNameOfBond
EOY Book Value8687503EOYBookValue
EOYFMV8687503EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockSTOCKSNameOfStock
EOY Book Value24495625EOYBookValue
EOYFMV24495625EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionDEFERRED EXCISE TAX EXPENSEDescription
Amount$48,673Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
DUES AND SUBSCRIPTIONS500100350
INSURANCE517300
TRAVEL71572429
BOARD MEETING EXPENSES17200
MISCELLANEOUS EXPENSES206000

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAINSDescription
Amount$2,433,619Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValue
DEFERRED TAXES64471113144
UNSETTLED STOCK PURCHASE097623

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOUNDATION MANAGEMENT FEES$314,89631490251921
INVESTMENT FEES$201,7671870000
AUDIT FEES$21,50071677167

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryCURRENT EXCISE TAXCategory
Amount$30,957Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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