efile Public Visual Render
ObjectId: 202001979349102395 - Submission: 2020-07-15
TIN: 26-3873872
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
Ralph & Marsha Guggenheim Family
Foundation
Number and street (or P.O. box number if mail is not delivered to street address)
141 Alton Avenue
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
San Francisco
,
CA
94116
A Employer identification number
26-3873872
B
Telephone number (see instructions)
(415) 759-0331
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
615,421
J
Accounting method:
Cash
Accrual
Other (specify)
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
126,336
2
Check
.............
3
Interest on savings and temporary cash investments
109
109
4
Dividends and interest from securities
...
7,097
7,097
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
77,833
b
Gross sales price for all assets on line 6a
216,057
7
Capital gain net income (from Part IV, line 2)
...
215,990
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
211,375
223,196
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
2,480
2,480
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
2,500
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
794
80
714
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
5,774
80
3,194
25
Contributions, gifts, grants paid
.......
167,974
167,974
26
Total expenses and disbursements.
Add lines 24 and 25
173,748
80
171,168
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
37,627
b
Net investment income
(if negative, enter -0-)
223,116
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Page 2
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
47,991
76,906
76,906
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
7,723
7,723
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
472,043
530,792
530,792
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
520,034
615,421
615,421
17
Accounts payable and accrued expenses
..........
12,877
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
12,877
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
507,157
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
507,157
615,421
30
Total liabilities and net assets/fund balances
(see instructions)
.
520,034
615,421
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
507,157
2
Enter amount from Part I, line 27a
.....................
2
37,627
3
Other increases not included in line 2 (itemize)
3
70,637
4
Add lines 1, 2, and 3
..........................
4
615,421
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
615,421
Form
990-PF
(2019)
Page 3
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
Sale of Publicly Traded Securities
D
2000-01-01
2019-12-31
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
216,057
67
215,990
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
215,990
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
215,990
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
172,278
578,691
0.29770
2017
163,586
659,546
0.24803
2016
153,175
695,939
0.22010
2015
138,010
792,944
0.17405
2014
120,447
562,327
0.21419
2
Total
of line 1, column (d)
.....................
2
1.154071
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.230814
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
570,660
5
Multiply line 4 by line 3
......................
5
131,716
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
2,231
7
Add lines 5 and 6
........................
7
133,947
8
Enter qualifying distributions from Part XII, line 4
,.............
8
171,168
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Page 4
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
2,231
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
2,231
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
2,231
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
4,373
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
4,373
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
2,142
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
2,142
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Page 5
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
Ralph Guggenheim
Telephone no.
(415) 759-0331
Located at
141 Alton Avenue
San Francisco
CA
ZIP+4
94116
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Page 6
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
Marsha M Guggenheim
President
1.00
0
141 Alton Avenue
San Francisco
,
CA
94116
Ralph J Guggenheim
Secretary/Treas
1.00
0
141 Alton Avenue
San Franicsco
,
CA
94116
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Page 7
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Page 8
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
520,378
b
Average of monthly cash balances
.......................
1b
58,972
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
579,350
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
579,350
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
8,690
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
570,660
6
Minimum investment return.
Enter 5% of line 5
..................
6
28,533
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
28,533
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
2,231
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
2,231
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
26,302
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
26,302
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
26,302
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
171,168
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
171,168
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
2,231
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
168,937
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Page 9
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
26,302
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
94,423
b
From 2015
......
100,914
c
From 2016
......
120,303
d
From 2017
......
134,305
e
From 2018
......
147,597
f
Total
of lines 3a through e
........
597,542
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
171,168
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
26,302
e
Remaining amount distributed out of corpus
144,866
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
742,408
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
94,423
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
647,985
10
Analysis of line 9:
a
Excess from 2015
....
100,914
b
Excess from 2016
....
120,303
c
Excess from 2017
....
134,305
d
Excess from 2018
....
147,597
e
Excess from 2019
....
144,866
Form
990-PF
(2019)
Page 10
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Marsha M Guggenheim
Ralph J Guggenheim
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Page 11
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ACLU
125 Broad Street 18th Floor
New York
,
NY
10004
N/A
PC
General Support
360
Amer Friends of Magen David Adom
5535 Balboa Blvd 114
Encino
,
CA
91316
N/A
PC
General Support
1,018
Anti-Defamation League
605 Third Avenue
New York
,
NY
10158
N/A
PC
General Support
1,500
Asian Art Museum Foundation
200 Larkin Street
San Francisco
,
CA
94102
N/A
PC
General Support
5,000
Bay Area Jewish Healing Center
3330 Geary Blvd 925
San Francisco
,
CA
94118
N/A
PC
General Support
720
Berkeley Hillel
2736 Bancroft Way
Berkeley
,
CA
94704
N/A
PC
General Support
360
Boys and Girls Club of San Francisc
55 Hawthorne Street 600
San Francisco
,
CA
94105
N/A
PC
General Support
500
California State Parks Association
50 Francisco Street 110
San Francisco
,
CA
94133
N/A
PC
General Support
501
Congregation M'kor Hayim
PO Box 31806
Tucscon
,
AZ
85751
N/A
PC
General Support
360
CPMC Research
PO Box 7999
San Francisco
,
CA
94120
N/A
PC
General Support
1,000
Fine Arts Museums of SF
50 Hagiwara Tea Garden Drive
San Francisco
,
CA
94118
N/A
PC
General Support
3,000
Foundation of CCSF
50 Phelan S-193
San Francisco
,
CA
94112
N/A
PC
General Support
1,000
Friends of the Urban Forest
PO Box 29456
San Francisco
,
CA
94129
N/A
PC
General Support
360
Jewish Family and Children's Servic
2150 Post Street
San Francisco
,
CA
94115
N/A
PC
General Support
1,250
La Casa De Las Madres
1663 Mission Street 225
San Francisco
,
CA
94103
N/A
PC
General Support
360
Mill Valley Film Festival
1118 4th Street
San Rafael
,
CA
94901
N/A
PC
General Support
130
NARAL
1156 15th St NW 700
Washington
,
DC
20005
N/A
PC
General Support
6,000
San Francisco Food Bank
900 Pennsylvania Avenue
San Francisco
,
CA
94107
N/A
PC
General Support
1,300
San Francisco Hillel
33 Banbury Drive
San Francisco
,
CA
94132
N/A
PC
General Support
360
San Francisco Jewish Film Festival
145 9th Street 200
San Francisco
,
CA
94103
N/A
PC
General Support
250
San Francisco Nature Education
3450 Geary Blvd 208
San Francisco
,
CA
94118
N/A
PC
General Support
100
San Francisco Parks Conservancy
501 Stanyan Street
San Francisco
,
CA
94117
N/A
PC
General Support
500
SF Museum Of Modern Art
151 Third Street
San Francisco
,
CA
94103
N/A
PC
General Support
5,000
SF Zoo
1 Zoo Road
San Francisco
,
CA
94132
N/A
PC
General Support
250
San Francisco Jazz Organization
3 Embarcadero Ctr Lobby
San Francisco
,
CA
94111
N/A
PC
General Support
6,000
Shalom Bayit
PO Box 10102
Oakland
,
CA
94610
N/A
PC
General Support
540
Sierra Club
85 Second Street 2nd Floor
San Francisco
,
CA
94105
N/A
PC
General Support
400
Southern Poverty Law Center
400 Washington Ave
Montgomery
,
AL
36104
N/A
PC
General Support
2,500
St Mary's Interfaith Stockton
545 W Sonora Avenue
Stockton
,
CA
95203
N/A
PC
General Support
500
The Nature Conservancy
4245 N Fairfax Drive 100
Arlington
,
VA
22203
N/A
PC
General Support
500
Truckee Tahoe Community Foundation
11071 Donner Pass Rd
Truckee
,
CA
96160
N/A
PC
General Support
1,000
UC San Francisco
401 Parnassus Avenue
San Francisco
,
CA
94143
N/A
PC
General Support
450
Upstart Bay Area
332 Pine Street 600
San Francisco
,
CA
94104
N/A
PC
General Support
2,000
US Holocaust Memorial
PO Box 90988
Washington
,
DC
20090
N/A
PC
General Support
500
American Jewish Committee
165 East 56th Street
New York
,
NY
10022
N/A
PC
General Support
720
American Jewish World Service Inc
45 W 36th St
New York
,
NY
10018
N/A
PC
General Support
1,000
Beyond Differences
336 Bon Air Center 436
Greenbrae
,
CA
94904
N/A
PC
General Support
500
CA Academy of Sciences
55 Music Concourse Drive
San Francisco
,
CA
94118
N/A
PC
General Support
249
Carnegie Mellon University
5000 Forbes Ave
Pittsburgh
,
PA
15213
N/A
PC
General Support
2,000
Chabad at Emory
1526 N Decatur Rd
Atlanta
,
GA
30307
N/A
PC
General Support
500
Contemporary Jewish Museum
736 Mission St
San Francisco
,
CA
94103
N/A
PC
General Support
5,400
Exploratorium
3601 Lyon St
San Francisco
,
CA
94123
N/A
PC
General Support
500
First Graduate Inspire a First
37 Graham 100
San Francisco
,
CA
94129
N/A
PC
General Support
750
Friends of SF Public Library
391 Grove St
San Francisco
,
CA
94102
N/A
PC
General Support
1,000
Golden Gate National Parks Assn
Bldg 201 Fort Mason
San Francisco
,
CA
94123
N/A
PC
General Support
360
Glide Foundation
330 Ellis St
San Francisco
,
CA
94102
N/A
PC
General Support
360
Hamilton Family Center
1631 Hayes Street
San Francisco
,
CA
94117
N/A
PC
General Support
360
Hebrew Free Loan Assn
131 Steuart St 425
San Francisco
,
CA
94105
N/A
PC
General Support
1,250
Hillel Davis
328 A Street
Davis
,
CA
95616
N/A
PC
General Support
360
Homeless Prenatal Program
2500 18th Street
San Francisco
,
CA
94110
N/A
PC
General Support
3,500
Jewish Community Center San Francis
3200 California St
San Francisco
,
CA
94118
N/A
PC
General Support
3,000
Jewish Community Federation of SF
121 Steuart St
San Francisco
,
CA
94105
N/A
PC
General Support
360
Jewish Community Relations Council
121 Steuart St 301
San Francisco
,
CA
94105
N/A
PC
General Support
3,000
Jewish National Fund
42 East 69th Street
New York
,
NY
10021
N/A
PC
General Support
180
Jewish Vocational Services
225 Bush St 400
San Francisco
,
CA
94104
N/A
PC
General Support
360
KQED
2601 Mariposa St
San Francisco
,
CA
94110
N/A
PC
General Support
1,000
Larkin Street Youth Services
1138 Sutter St
San Francisco
,
CA
94109
N/A
PC
General Support
1,000
Lehrhaus Judaica
2736 Bancroft Way
Berkeley
,
CA
94704
N/A
PC
General Support
1,800
Meals on Wheels SF
1375 Fairfax Ave
San Francisco
,
CA
94124
N/A
PC
General Support
500
Music In Schools Today
582 Market St 213
San Francisco
,
CA
94104
N/A
PC
General Support
360
Planned Parenthood of New York
434 W 33rd St
New York
,
NY
10001
N/A
PC
General Support
3,000
San Francisco Village
3330 Geary Blvd
San Francisco
,
CA
94118
N/A
PC
General Support
500
San Francisco SPCA
2500 16th St
San Francisco
,
CA
94103
N/A
PC
General Support
500
SF State Univeristy
1600 Holloway Ave
San Francisco
,
CA
94132
N/A
PC
General Support
500
Tahoe Rim Trail
948 Incline Way
Incline Village
,
NV
89451
N/A
PC
General Support
360
Arthritis Foundation Atlanta
3119 Shallowford Road
Atlanta
,
GA
30341
N/A
PC
General Support
360
SF Bay Bird Observatory
524 Valley Way
Milpitas
,
CA
95035
N/A
PC
General Support
300
The Innocence Project
40 Worth St 701
New York
,
NY
10013
N/A
PC
General Support
1,018
American Joint Distribution Committ
711 Third Ave
New York
,
NY
10017
N/A
PC
General Support
500
Healthright 360Haight Ashbury Clini
PO Box 29917
San Francisco
,
CA
94129
N/A
PC
General Support
500
Nevada Museum of Art
160 W Liberty Street
Reno
,
NV
89501
N/A
PC
General Support
500
UC Berkeley Foundation
2080 Addison St 4200
Berkeley
,
CA
94720
N/A
PC
General Support
360
Union Of Concerned Scientists
2 Brattle Square
Cambridge
,
MA
02138
N/A
PC
General Support
250
Lake Tahoe Shakespeare Festival
948 Incline Way
Incline Village
,
NV
89451
N/A
PC
General Support
1,000
San Francisco Film Society
39 Mesa Street Suite 110
San Francisco
,
CA
94129
N/A
PC
General Support
600
San Francisco Parks Alliance
451 Hayes St
San Francisco
,
CA
94102
N/A
PC
General Support
500
Temple Israel Stockton
5105 North El Dorado Street
Stockton
,
CA
95207
N/A
PC
General Support
360
UCSF Buck Breast Cancer Center
1600 Divisadero St
San Francisco
,
CA
94115
N/A
PC
General Support
1,800
Urban Adamah
1050 Parker St
Berkeley
,
CA
94710
N/A
PC
General Support
360
Congregation Emanu El
2 Lake St
San Francisco
,
CA
94118
N/A
PC
General Support
10,166
The J weekly
225 Bush Street
San Francisco
,
CA
94104
N/A
PC
General Support
500
NPR Foundation
635 Massachusetts Avenue NW
Washington
,
DC
20001
N/A
PC
General Support
1,000
San Franicsco Symphony
201 Van Ness Avenue
San Francisco
,
CA
94102
N/A
PC
General Support
500
Stanford University
328 Lomita Drive
Stanford
,
CA
94305
N/A
PC
General Support
100
Tikva Corp
475 10th Ave 9th fl
New York
,
NY
10018
N/A
PC
General Support
1,018
Farallones Marine Sanctuary Assn
POB 29386
San Francisco
,
CA
94129
N/A
PC
General Support
300
Beth El Synagogue
1301 Oxford St
Berkeley
,
CA
94709
N/A
PC
General Support
360
Brandeis School of San Francisco
655 Brotherhood Way
San Francisco
,
CA
94132
N/A
PC
General Support
3,300
College Track
111 Broadway Suite 101
Oakland
,
CA
94607
N/A
PC
General Support
720
Institute on Aging NFG
3575 Geary Blvd
San Francisco
,
CA
94118
N/A
PC
General Support
360
Isreal Religious Action Washington
2027 Massachusetts Ave NW
Washington
,
DC
20036
N/A
PC
General Support
360
Jewish Film Fesitval
145 9th St 200
San Francisco
,
CA
94103
N/A
PC
General Support
5,000
Congregation Shir Shalom
252 W Spain Street
Sonoma
,
CA
95476
N/A
PC
General Support
360
For-site Foundation
2 Marina Blvd Building C
San Francisco
,
CA
94123
N/A
PC
General Support
500
Greenlight Clinic
1808 Wedemeyer St Ste B-10
San Francisco
,
CA
94129
N/A
PC
General Support
500
Hair To Stay
2234 Beach St
San Francisco
,
CA
94123
N/A
PC
General Support
10,000
NorCal AIDS Cycle
PO Box 161934
Sacramento
,
CA
95816
N/A
PC
General Support
50
One Purpose School
948 Holliser Ave
San Francisco
,
CA
94124
N/A
PC
General Support
720
Planned Parenthood of No CA
1650 Valencia Street
San Francisco
,
CA
94110
N/A
PC
General Support
1,000
St Jude
262 Danny Thomas Place
Memphis
,
TN
38105
N/A
PC
General Support
250
Giffords Law Ctr to Prevent Gun Vio
268 Bush Street 555
San Francisco
,
CA
94104
N/A
PC
General Support
500
HIAS
411 Fifth Avenue Suite 1006
New York
,
NY
10016
N/A
PC
General Support
2,018
Kidzone Museum
11711 Donner Pass Road
Truckee
,
CA
96161
N/A
PC
General Support
300
San Francisco Camera Work
1011 Market Street 2nd Fl
San Francisco
,
CA
94103
N/A
PC
General Support
900
San Francisco Conservatory of Music
50 Oak Street
San Francisco
,
CA
94102
N/A
PC
General Support
500
Tablet Magazine
37 West 28th Street 8th Floor
New York
,
NY
10001
N/A
PC
General Support
225
Tipping Point
220 Montgomery Street Suite 850
San Francisco
,
CA
94104
N/A
PC
General Support
1,000
ACE Programs for the Homeless
30-30 Northern Blvd Ste B100
Long Island City
,
NY
11101
N/A
PC
General Support
500
Asthma and Allergy Foundation of Am
8201 Corporate Drive Suite 1000
Landover
,
MD
20785
N/A
PC
General Support
500
California Fire Foundation
1780 Creekside Oaks Dr
Sacramento
,
CA
95833
N/A
PC
General Support
1,000
Center for Science in the Public In
1220 L St NW 300
Washington
,
DC
20005
N/A
PC
General Support
500
Central California SPCA
103 S Hughes Ave
Fresno
,
CA
93706
N/A
PC
General Support
1,000
Coalition for the Homeless
129 Fulton Street
New York
,
NY
10038
N/A
PC
General Support
250
East Bay Photo Collective
1221 E 33rd St
Oakland
,
CA
94610
N/A
PC
General Support
750
Food Allergy Research Education
7901 Jones Branch Drive 240
McLean
,
VA
22102
N/A
PC
General Support
500
Free Library of Philadelphia
1901 Vine Street Suite 111
Philadelphia
,
PA
19103
N/A
PC
General Support
1,000
Friends of Front Street Animal Shel
2127 Front St
Sacramento
,
CA
95818
N/A
PC
General Support
1,000
Friends of SFACC
1200 15th St
San Francisco
,
CA
94103
N/A
PC
General Support
1,000
Friends of the IDF
PO Box 4224
New York
,
NY
10163
N/A
PC
General Support
518
Frontline Jounalism Fund
1 Guest St
Boston
,
MA
02135
N/A
PC
General Support
1,000
Jewish Home Sr Living Center Fdn
302 Silver Ave
San Francisco
,
CA
94122
N/A
PC
General Support
1,000
Jewish Museum Berlin
Lindenstrae 9-14
Berlin
10969
GM
N/A
PC
General Support
250
Jewish National Health
1400 Jackson St
Denver
,
CO
80206
N/A
PC
General Support
180
Kronos Quartet
PO Box 225340
San Francisco
,
CA
94122
N/A
PC
General Support
360
La Leche League International
110 Horizon Drive Suite 210
Raleigh
,
NC
27615
N/A
PC
General Support
100
Lake Tahoe Music Festival
425 N Lake Blvd
Tahoe City
,
CA
96145
N/A
PC
General Support
180
Lev Lalev Fund
3 College Road Suite 101
Monsey
,
NY
10952
N/A
PC
General Support
518
Muttville
PO Box 410207
San Francisco
,
CA
94141
N/A
PC
General Support
1,000
Native American Heritage Assn
PO Box 512
Rapid City
,
SD
57709
N/A
PC
General Support
500
Not In Our Town
PO Box 70232
Oakland
,
CA
94612
N/A
PC
General Support
500
Rocket Dog Rescue
PO Box 460826
San Francisco
,
CA
94146
N/A
PC
General Support
1,000
Sacramento Food Bank Family Svcs
3333 Third Ave
Sacramento
,
CA
95817
N/A
PC
General Support
500
Sacramento Public Library
828 I St
Sacramento
,
CA
95814
N/A
PC
General Support
500
Schools of the Sacred Heart
2222 Broadway
San Francisco
,
CA
94115
N/A
PC
General Support
500
Shasta Regional Community Foundatio
1335 Arboretum Drive Suite B
Redding
,
CA
96003
N/A
PC
General Support
200
St Francis Breadline
144 W 32nd St
New York
,
NY
10001
N/A
PC
General Support
400
Stockton Food Bank
7 W Scotts Avenue
Stockton
,
CA
95203
N/A
PC
General Support
400
The Petey Greene Program
9 Mercer Street
Princeton
,
NJ
08540
N/A
PC
General Support
1,800
Tree of Life Synagogue
5898 Wilkins Ave
Pittsburgh
,
PA
15217
N/A
PC
General Support
500
Young Community Developers
1715 Yosemity Ave
San Francisco
,
CA
94124
N/A
PC
General Support
1,000
Bob Woodruff Foundation
1350 Broadway Suite 905
New York
,
NY
10018
N/A
PC
General Support
500
Brain Injury Association of NYS
4 Pine West Plaza Suite 402
Albany
,
NY
12205
N/A
PC
General Support
100
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400
San Francisco
,
CA
94109
N/A
PC
General Support
1,800
Camp Blue Spruce
3519 NE 15th Ave 225
Portland
,
OR
97212
N/A
PC
General Support
500
Canal Alliance
91 Larkspur St
San Rafael
,
CA
94901
N/A
PC
General Support
860
DeColores Arts
49 N San Mateo Dr
N San Mateo Dr
,
CA
94401
N/A
PC
General Support
200
Families of Children with Disabilit
1663 Mission St
San Francisco
,
CA
94103
N/A
PC
General Support
500
First Exposures
PO Box 881971
San Francisco
,
CA
94188
N/A
PC
General Support
500
Friends of Sacramento Public Librar
828 I Street Suite 408
Sacramento
,
CA
95814
N/A
PC
General Support
1,000
Helen Keller International
One Dag Hammarskjold Plaza
New York
,
NY
10017
N/A
PC
General Support
1,000
Lowell High School PTSA
1101 Eucalyptus Drive
San Francisco
,
CA
94132
N/A
PC
General Support
1,000
Mental Health America
500 Montgomery Street Ste 820
Alexandria
,
VA
22314
N/A
PC
General Support
500
Moms Demand Action Everytown
PO Box 3886
New York
,
NY
10163
N/A
PC
General Support
360
NEO Philanthropy
45 West 36th Street 6th Floor
New York
,
NY
10018
N/A
PC
General Support
500
PEF Israel Endowment
630 Third Ave RM 1500
New York
,
NY
10017
N/A
PC
General Support
500
Point Reyes National Seashore Assn
1 Bear Valley Road Bldg 70
Point Reyes Station
,
CA
94956
N/A
PC
General Support
180
Presidio YMCA San Francisco
63 Funston Ave
San Francisco
,
CA
94129
N/A
PC
General Support
180
Shaldag Foundation
45 Bartlett Crescent Road
Brookline
,
MA
02446
N/A
PC
General Support
1,800
Shanti Project
730 Polk St 3
San Francisco
,
CA
94109
N/A
PC
General Support
360
Stomp Out Bullying
220 East 57th Street
New York
,
NY
10022
N/A
PC
General Support
515
The Hamlin School
2120 Broadway
San Francisco
,
CA
94115
N/A
PC
General Support
200
The Maven Project
PO Box 156781
San Francisco
,
CA
94115
N/A
PC
General Support
1,000
Wikimedia Foundation
1 Montgomery Street Ste 1600
San Francisco
,
CA
94104
N/A
PC
General Support
50
Wonder Dog Rescue
2211 N First St
San Jose
,
CA
95131
N/A
PC
General Support
1,000
World Wildlife Fund
1250 24th Street NW
Washington
,
DC
20037
N/A
PC
General Support
250
Total
.................................
3a
167,974
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Page 12
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
109
4
Dividends and interest from securities
....
14
7,097
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
77,833
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
85,039
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
85,039
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Page 13
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2020-07-15
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Michael Fontanello
Preparer's Signature
Date
Check if self-
employed
PTIN
P01471027
Firm's name
Fontanello Duffield & Otake LLP
Firm's EIN
37-1420474
Firm's address
44 Montgomery Street Suite 1305
San Francisco
,
CA
94104
Phone no.
(415) 983-0200
Form
990-PF
(2019)
Additional Data
Software ID:
19009920
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description