efile Public Visual Render
ObjectId: 202103089349102120 - Submission: 2021-11-04
TIN: 94-3256579
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
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
The Mental Insight Foundation
Number and street (or P.O. box number if mail is not delivered to street address)
538 Broadway Suite A
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sonoma
,
CA
95476
A Employer identification number
94-3256579
B
Telephone number (see instructions)
(707) 938-8248
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)
$
18,100,226
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
2
Check
.............
3
Interest on savings and temporary cash investments
55,316
55,316
4
Dividends and interest from securities
...
218,217
218,217
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
827,597
b
Gross sales price for all assets on line 6a
10,026,300
7
Capital gain net income (from Part IV, line 2)
...
827,597
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)
.......
288,187
27,630
12
Total.
Add lines 1 through 11
........
1,389,317
1,128,760
13
Compensation of officers, directors, trustees, etc.
60,548
6,055
54,493
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
852
852
b
Accounting fees (attach schedule)
.......
67,767
14,170
53,597
c
Other professional fees (attach schedule)
....
17
Interest
...............
299
299
18
Taxes (attach schedule) (see instructions)
...
34,705
12,705
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
450
450
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
579,342
163,382
415,960
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
743,963
196,611
525,352
25
Contributions, gifts, grants paid
.......
4,571,000
2,741,000
26
Total expenses and disbursements.
Add lines 24 and 25
5,314,963
196,611
3,266,352
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-3,925,646
b
Net investment income
(if negative, enter -0-)
932,149
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Page 2
Form 990-PF (2020)
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
.........
317,481
494,283
494,283
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
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
19,406,888
16,237,485
16,237,485
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)
..........
1,186,482
1,268,395
1,268,395
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
129,481
100,063
100,063
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
21,040,332
18,100,226
18,100,226
17
Accounts payable and accrued expenses
..........
70,219
62,084
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
)
2,250,002
1,905,000
23
Total liabilities
(add lines 17 through 22)
.........
2,320,221
1,967,084
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
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
........
6,250,000
6,250,000
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
12,470,111
9,883,142
29
Total net assets or fund balances
(see instructions)
.....
18,720,111
16,133,142
30
Total liabilities and net assets/fund balances
(see instructions)
.
21,040,332
18,100,226
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
18,720,111
2
Enter amount from Part I, line 27a
.....................
2
-3,925,646
3
Other increases not included in line 2 (itemize)
3
1,364,370
4
Add lines 1, 2, and 3
..........................
4
16,158,835
5
Decreases not included in line 2 (itemize)
5
25,693
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
16,133,142
Form
990-PF
(2020)
Page 3
Form 990-PF (2020)
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
UBS 10236
P
2020-01-01
2020-01-01
b
UBS 10236
P
2001-01-01
2020-01-01
c
UBS 01171
P
2020-01-01
2020-01-01
d
UBS 01171
P
2001-01-01
2020-01-01
e
UBS 10234
P
2020-01-01
2020-01-01
UBS 10234
P
2001-01-01
2020-01-01
UBS 10235
P
2020-01-01
2020-01-01
UBS 10235
P
2001-01-01
2020-01-01
UBS 10128
P
2020-01-01
2020-01-01
UBS 10128
P
2001-01-01
2020-01-01
UBS 14446
P
2020-01-01
2020-01-01
UBS 14446
P
2001-01-01
2020-01-01
Private Equity Core Fund III, LP per K-1
P
2020-01-01
2020-01-01
Private Equity Core Fund III, LP per K-1
P
2001-01-01
2020-01-01
Private Equity Core Fund V, LP per K-1
P
2020-01-01
2020-01-01
Private Equity Core Fund V, LP per K-1
P
2001-01-01
2020-01-01
Voyager Capital Fund II-A
P
2001-01-01
2020-01-01
Capital Gain Dividends
(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
487,694
473,980
13,714
b
687,153
580,318
106,835
c
314,872
295,718
19,154
d
2,037,236
1,518,728
518,508
e
129,767
136,169
-6,402
1,469,981
1,502,259
-32,278
384,662
382,576
2,086
632,756
616,918
15,838
2,048,854
2,041,462
7,392
1,205,032
1,202,555
2,477
58,304
59,347
-1,043
414,403
387,982
26,421
293
293
28,541
28,541
691
-691
123,437
123,437
410
410
2,905
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
13,714
b
106,835
c
19,154
d
518,508
e
-6,402
-32,278
2,086
15,838
7,392
2,477
-1,043
26,421
293
28,541
-691
123,437
410
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
827,597
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
34,503
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1
Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved
...........................
2
3
Reserved
...........................
3
4
Reserved
...........................
4
5
Reserved
...........................
5
6
Reserved
...........................
6
7
Reserved
...........................
7
8
Reserved
,..........................
8
Form
990-PF
(2020)
Page 4
Form 990-PF (2020)
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
Reserved
................................
1
12,957
c
All other domestic foundations enter 1.39% 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
12,957
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
12,957
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
23,360
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
20,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
43,360
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
30,403
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
30,403
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 the instructions
for the 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
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
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 2020 or the taxable year beginning in 2020? 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
(2020)
Page 5
Form 990-PF (2020)
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
Julie Diamond
Telephone no.
(707) 938-8248
Located at
538 Broadway Suite A
Sonoma
CA
ZIP+4
95476
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 2020, 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 2020?
.............
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 2020, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2020?
.............
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 2020 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 2020.)
..................
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 2020?
4b
No
Form
990-PF
(2020)
Page 6
Form 990-PF (2020)
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
David Herskovits
President
1.00
0
43 S Portland Ave
Brooklyn
,
NY
11217
Robert P Bunje
Treasurer
8.00
30,274
349 Sailfish Isle
Foster City
,
CA
94404
Isabelle Kimpton
Secretary
1.00
0
101 Cedar Drive 24
Incline Village
,
NV
89451
Barry Bunshoft
Director
8.00
30,274
1 Market St 20th Floor
San Francisco
,
CA
94105
Jennifer Catherine Egan
Director
1.00
0
43 South Portland Ave
Brooklyn
,
NY
11217
Laura Kimpton
Director
1.00
0
218 Linnie Canal
Venice
,
CA
90291
Kay Kimpton Walker
Chair-Audit Com
1.00
0
2620 Jackson
San Francisco
,
CA
94115
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
(2020)
Page 7
Form 990-PF (2020)
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
Virginia Hubbell Associates
Foundation Mgmt.
411,675
538 Broadway Suite A
Sonoma
,
CA
95476
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
None
0
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
(2020)
Page 8
Form 990-PF (2020)
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
16,460,440
b
Average of monthly cash balances
.......................
1b
421,700
c
Fair market value of all other assets (see instructions)
................
1c
1,233,945
d
Total
(add lines 1a, b, and c)
.........................
1d
18,116,085
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
18,116,085
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
271,741
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
17,844,344
6
Minimum investment return.
Enter 5% of line 5
..................
6
892,217
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
892,217
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
12,957
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
12,957
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
879,260
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
879,260
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
879,260
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
3,266,352
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
3,266,352
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
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,266,352
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
(2020)
Page 9
Form 990-PF (2020)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2019
(c)
2019
(d)
2020
1
Distributable amount for 2020 from Part XI, line 7
879,260
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
1,609,918
b
From 2016
......
2,045,833
c
From 2017
......
2,308,975
d
From 2018
......
482,907
e
From 2019
......
1,504,808
f
Total
of lines 3a through e
........
7,952,441
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
3,266,352
a
Applied to 2019, 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 2020 distributable amount
.....
879,260
e
Remaining amount distributed out of corpus
2,387,092
5
Excess distributions carryover applied to 2020.
(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
10,339,533
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 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2020. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2021
..........
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 2015 not
applied on line 5 or line 7 (see instructions)
...
1,609,918
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
8,729,615
10
Analysis of line 9:
a
Excess from 2016
....
2,045,833
b
Excess from 2017
....
2,308,975
c
Excess from 2018
....
482,907
d
Excess from 2019
....
1,504,808
e
Excess from 2020
....
2,387,092
Form
990-PF
(2020)
Page 10
Form 990-PF (2020)
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 2020, 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)
2020
(b)
2019
(c)
2018
(d)
2017
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).)
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 e-mail address of the person to whom applications should be addressed:
Board of Directors
538 Broadway Suite A
Sonoma
,
CA
95476
(707) 938-8248
b
The form in which applications should be submitted and information and materials they should include:
Written Application
c
Any submission deadlines:
None
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
See Statement
Form
990-PF
(2020)
Page 11
Form 990-PF (2020)
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
Hoffman Institute
223 San Anselmo Ste 4
San Anselmo
,
CA
94901
None
PC
CHARITABLE
50,000
Amazon Watch
1 Haight St Ste B
San Francisco
,
CA
94102
None
PC
CHARITABLE
30,000
Marin Humane Society
171 Bel Marin Keys Blvd
Novato
,
CA
94949
None
PC
charitable
60,000
Coalition for Homeless Inc
89 Chambers St
New York
,
NY
10038
None
PC
charitable
30,000
Theater et al Inc
5-39 49th Ave
Long Island
,
NY
11101
none
PC
charitable
50,000
Earth Island Institute
300 Broadway Suite 28
San Francisco
,
CA
94133
None
PC
charitable
145,000
Friends of Palm Springs Animal Shel
4575 E Mesquite Ave
Palm Springs
,
CA
92264
None
PC
charitable
50,000
Farm Sanctuary Inc
PO Box 150
Watkins Glen
,
NY
14891
None
PC
Charitable
15,000
Hospitality Homes
PO Box 15265
Boston
,
MA
02215
None
PC
Charitable
55,000
Forever Free Horse Rescue
78450 Avenue 41
Bermuda Dunes
,
CA
92203
None
PC
Charitable
25,000
Sky's the Limit Fund
510A Valley Way
Milpitas
,
CA
95035
None
PC
Charitable
30,000
Bridge Fund of New York City Inc
271 Madison Avenue Suite 907
New York
,
NY
10016
None
PC
Charitable
80,000
Ocean Foundation
1320 19th St NW 5th Floor
Washington
,
DC
20036
None
PC
Charitable
30,000
Riverkeeper
20 Secor Road
Ossining
,
NY
10562
None
PC
Charitable
50,000
Farmer-Veteran Coalition
508 2nd St 206
Davis
,
CA
95616
None
PC
Charitable
50,000
Give Back Yoga Foundation
900 Baseline Road 13B
Boulder
,
CO
80302
None
PC
Charitable
15,000
Home for Contemp Theatre Art
145 6th Ave
New York
,
NY
10013
None
PC
Charitable
50,000
Homeless Children's Newtork
3450 3rd St 1C
San Francisco
,
CA
94124
None
PC
Charitable
50,000
Inquiring Systems Inc
21885 Bonness Rd
Sonoma
,
CA
95476
None
PC
Charitable
150,000
Raw Art Works
37 Central Square 2
Lynn
,
MA
01901
None
PC
Charitable
30,000
Redford Center
PO Box 29144
San Francisco
,
CA
94129
None
PC
Charitable
50,000
Spirit Rock Meditation Center
5000 Sir Francis Drake Blvd
Woodacre
,
CA
94973
None
PC
Charitable
50,000
UCSF Foundation
1545 Divisadero St
San Francisco
,
CA
94115
None
PC
Charitable
30,000
Carbon Cycle Institute
245 Kentucky St Ste D
Petaluma
,
CA
94952
None
PC
Charitable
50,000
A Host of People - Miami Fund
40 NW 3rd Street Ste 305
Miami
,
FL
33128
None
PC
Charitable
15,000
Alliance of Resident TheatresNY
520 Eighth Ave 119
New York
,
NY
10018
None
PC
Charitable
5,000
Animal Legal Defense Fund
525 E Cotati Ave
Cotati
,
CA
94931
None
PC
Charitable
50,000
Clean Ocean Action Inc
18 Hartshorne Dr Suite 2
Highlands
,
NJ
07732
None
PC
Charitable
50,000
Clubbed Thumb Inc
440 Lafayette St 4th Floor
New York
,
NY
10003
None
PC
Charitable
30,000
Coalition of Immokalee Workers
110 S 2nd St
Immokalee
,
FL
34142
None
PC
Charitable
15,000
Collected Objects Inc
100 Newell St Apt 2R
Brooklyn
,
NY
11222
None
PC
Charitable
3,000
Great Small Works Inc
315 West 86th St Suite 4E
New York
,
NY
10024
None
PC
Charitable
2,000
Massachusetts Coalition for Homeles
73 Buffum St
Lynn
,
MA
01902
None
PC
Charitable
100,000
McLean Hospital Corporation
115 Mill St
Belmont
,
MA
02478
None
PC
Charitable
30,000
My Stuff Bags Foundation
5347 Sterling Center Dr
Westlake Village
,
CA
91361
None
PC
Charitable
50,000
New Yiddish Repertory Theater Inc
33 51 Street B2
Weehawken
,
NJ
07086
None
PC
Charitable
5,000
Peculiar Works Laboratory
595 Broadway 2nd Fl
New York
,
NY
10012
None
PC
Charitable
1,000
Regeneration Project
369 Pine St 700
San Francisco
,
CA
94104
None
PC
Charitable
50,000
Signal-Return Inc
1345 Division St 102
Detroit
,
MI
48207
None
PC
Charitable
15,000
Stand
1410 Danzig Plaza
Concord
,
CA
94520
None
PC
Charitable
100,000
Talking Band Inc
93 Mercer St
New York
,
NY
10012
None
PC
Charitable
6,000
The Tank
151 W 46th Street 8th Fl
New York
,
NY
10036
None
PC
Charitable
3,000
5 Gyres Institute
5792 W Jefferson Blvd
Los Angeles
,
CA
90016
None
PC
charitable
30,000
CA Institute Yiddish-Yung Yiddish
333 Washington Blvd 118
Marina Del Rey
,
CA
90292
None
PC
charitable
5,000
Friends of the Children Inc
245 Russell St Ste 22
Hadley
,
MA
01035
None
PC
charitable
50,000
Ketamine Research Foundation
6 Crest Road
San Anselmo
,
CA
94960
None
PC
charitable
110,000
Performance Zone Inc
75 Maiden Lane Suite 906
New York
,
NY
10038
None
PC
charitable
56,500
Soho Think Tank Inc
154 Christopher St Ste 1E
New York
,
NY
10014
None
PC
charitable
25,000
Fractured Atlas Inc
248 West 35th Street 10th Floor
New York
,
NY
10001
None
PC
Charitable
25,500
FEAST Inc
PO Box 2154
Palm Harbor
,
FL
34682
None
PC
Charitable
30,000
Pioneer Works Art Foundation
159 Pioneer Street
Brooklyn
,
NY
11231
None
PC
Charitable
30,000
Algalita Marine Research and Educat
148 N Marina Dr
Long Beach
,
CA
90803
None
PC
Charitable
30,000
Grey Muzzle Organization
14460 Falls of Neuse Road
Raleigh
,
NC
27614
None
PC
Charitable
30,000
Humane League
PO Box 10476
Rockville
,
MD
20849
None
PC
Charitable
15,000
Mint Theater Company Inc
412 W 42nd St
New York
,
NY
10036
None
PC
Charitable
15,000
Plastics Oceans Foundation
4709-1 College Acres
Wilmington
,
NC
28403
None
PC
Charitable
15,000
Portland Experimental Theatre Ensem
3520 SE Yamhill St
Portland
,
OR
97214
None
PC
Charitable
17,000
Protect Our Winters
4676 Broadway Street
Boulder
,
CO
80304
None
PC
Charitable
30,000
Springboard for the Arts
262 University Ave W
St Paul
,
MN
55103
None
PC
Charitable
2,000
Upstream Policy Institute Inc
PO Box 1352
Damariscotta
,
ME
04543
None
PC
Charitable
30,000
Art of Yoga Project
330 Twin Dolphin Drive Ste 131
Redwood City
,
CA
94065
None
PC
Charitable
30,000
Arts for Incarcerated Youth Network
1000 N Alameda Ste 240
Los Angeles
,
CA
90012
None
PC
Charitable
30,000
Brick Theater Inc
PO Box 1851 Radio City Station
New York
,
NY
10101
None
PC
Charitable
5,000
CA Assn of Resource Conservation Di
705 E Bidwell Street Suite 2-415
Folsom
,
CA
95630
None
PC
Charitable
15,000
Classical Theatre of Harlem Inc
8 W 126th St
New York
,
NY
10027
None
PC
Charitable
1,000
Congress for Jewish Culture Inc
306 W 18th St Apt 2b
New York
,
NY
10011
None
PC
Charitable
1,000
Dance to Be Free
3980 N Broadway Ste 103 PMB - 215
Boulder
,
CO
80304
None
PC
Charitable
15,000
Far Away Projects
463 Broadway
San Francisco
,
CA
94133
None
PC
Charitable
15,000
Independent Arts Media
2830 20th St
San Francisco
,
CA
94110
None
PC
Charitable
15,000
Kiss The Ground
2236 S Barrington Ave
Los Angeles
,
CA
90064
None
PC
Charitable
15,000
Lineage Project Inc
228 Park Ave S PMB 98592
New York
,
NY
10003
None
PC
Charitable
30,000
MAPS
3141 Stevens Creek Blvd 40563
San Jose
,
CA
95117
None
PC
Charitable
100,000
Mason Holdings Theatre Inc
241 6th Avenue 5A
New York
,
NY
10014
None
PC
Charitable
4,000
Mighty Earth Inc
1150 Connecticut Avenue NW Ste 800
Washington
,
DC
20036
None
PC
Charitable
15,000
New York Live Arts Inc
219 West 19th Street
New York
,
NY
10011
None
PC
Charitable
1,000
Ocean Voyages Institute
2400 Bridgeway 210
Sausalito
,
CA
94965
None
PC
Charitable
15,000
Prison Dharma Network Inc
PO Box 206
South Deerfield
,
MA
01373
None
PC
Charitable
30,000
Safe Humane
PO Box 7342
Chicago
,
IL
60680
None
PC
Charitable
15,000
Sound Equine Options
PO Box 1150
Gresham
,
OR
97030
None
PC
Charitable
20,000
Success Center San Francisco
1449 Webster St
San Francisco
,
CA
94115
None
PC
Charitable
15,000
Survival International USA
6 Charterhouse Buildings
London
EC1M 7ET
UK
None
PC
Charitable
15,000
World In One Pan Arts Collaborative
139 Pleasant St
Haworth
,
NJ
07641
None
PC
Charitable
7,000
Zeb's Wish Enquine Sanctuary
34950 SE Colorado Rd
Sandy
,
OR
97055
None
PC
Charitable
30,000
Untitled Theater Company No 61 Ltd
215 W 95th St Ste 11G
New York
,
NY
10025
None
PC
Charitable
1,000
Total
.................................
3a
2,741,000
b
Approved for future payment
Marin Humane Society
171 Bel Marin Keys Blvd
Novato
,
CA
94949
None
PC
charitable
50,000
Raw Art Works
37 Central Square 2
Lynn
,
MA
01901
None
PC
Charitable
60,000
Stand
1410 Danzig Plaza
Concord
,
CA
94520
None
PC
Charitable
200,000
Inquiring Systems Inc
101 Brookwood Ave Ste 204
Santa Rosa
,
CA
95404
None
PC
Charitable
300,000
Animal Legal Defense Fund
525 E Cotati Ave
Cotati
,
CA
94931
None
PC
Charitable
100,000
Friends of Palm Springs Animal Shel
4575 E Mesquite Ave
Palm Springs
,
CA
92264
None
PC
charitable
100,000
Home for Contemp Theatre Art
145 6th Ave
New York
,
NY
10013
None
PC
Charitable
100,000
A Host of People - Miami Fund
40 NW 3rd Street Ste 305
Miami
,
FL
33128
None
PC
Charitable
15,000
Arts for Incarcerated Youth Network
1000 N Alameda Ste 240
Los Angeles
,
CA
90012
None
PC
Charitable
30,000
Farmer-Veteran Coalition
508 2nd St 206
Davis
,
CA
95616
None
PC
Charitable
100,000
Ketamine Research Foundation
6 Crest Road
San Anselmo
,
CA
94960
None
PC
Charitable
200,000
MAPS
3141 Stevens Creek Blvd 40563
San Jose
,
CA
95117
None
PC
Charitable
200,000
Massachusetts Coalition for Homeles
73 Buffum St
Lynn
,
MA
01902
None
PC
Charitable
200,000
Performance Zone Inc
75 Maiden Lane Suite 906
New York
,
NY
10038
None
PC
Charitable
60,000
Signal-Return Inc
1345 Division St 102
Detroit
,
MI
48207
None
PC
Charitable
15,000
Theater et al Inc
5-39 49th Ave
Long Island
,
NY
11101
None
PC
Charitable
100,000
Total
.................................
3b
1,830,000
Form
990-PF
(2020)
Page 12
Form 990-PF (2020)
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
55,316
4
Dividends and interest from securities
....
14
218,217
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
827,597
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
Private Equity Core Fd. 3
900099
3,671
18
6,021
b
Private Equity Core Fd. 5
900099
15,770
18
-4,605
c
Wash Sales
18
27,254
d
Accrued Market Discount
18
-1,040
e
Fed Tax Refund
900099
18
241,116
12
Subtotal. Add columns (b), (d), and (e)
..
19,441
1,369,876
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,389,317
(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
(2020)
Page 13
Form 990-PF (2020)
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.
2021-11-04
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
John R Comyns
Preparer's Signature
Date
Check if self-
employed
PTIN
P00035598
Firm's name
Comyns Smith McCleary & Deaver LLP
Firm's EIN
68-0307221
Firm's address
1777 Botelho Drive Suite 350
Walnut Creek
,
CA
94596
Phone no.
(925) 299-1040
Form
990-PF
(2020)
Additional Data
Software ID:
20011551
Software Version:
2020v4.0
Form 990PF - Special Condition Description:
Special Condition Description
Form 990PF Part XV Line 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
Hoffman Institute
223 San Anselmo Ste 4
San Anselmo
,
CA
94901
None
PC
CHARITABLE
50,000
Amazon Watch
1 Haight St Ste B
San Francisco
,
CA
94102
None
PC
CHARITABLE
30,000
Marin Humane Society
171 Bel Marin Keys Blvd
Novato
,
CA
94949
None
PC
charitable
60,000
Coalition for Homeless Inc
89 Chambers St
New York
,
NY
10038
None
PC
charitable
30,000
Theater et al Inc
5-39 49th Ave
Long Island
,
NY
11101
none
PC
charitable
50,000
Earth Island Institute
300 Broadway Suite 28
San Francisco
,
CA
94133
None
PC
charitable
145,000
Friends of Palm Springs Animal Shel
4575 E Mesquite Ave
Palm Springs
,
CA
92264
None
PC
charitable
50,000
Farm Sanctuary Inc
PO Box 150
Watkins Glen
,
NY
14891
None
PC
Charitable
15,000
Hospitality Homes
PO Box 15265
Boston
,
MA
02215
None
PC
Charitable
55,000
Forever Free Horse Rescue
78450 Avenue 41
Bermuda Dunes
,
CA
92203
None
PC
Charitable
25,000
Sky's the Limit Fund
510A Valley Way
Milpitas
,
CA
95035
None
PC
Charitable
30,000
Bridge Fund of New York City Inc
271 Madison Avenue Suite 907
New York
,
NY
10016
None
PC
Charitable
80,000
Ocean Foundation
1320 19th St NW 5th Floor
Washington
,
DC
20036
None
PC
Charitable
30,000
Riverkeeper
20 Secor Road
Ossining
,
NY
10562
None
PC
Charitable
50,000
Farmer-Veteran Coalition
508 2nd St 206
Davis
,
CA
95616
None
PC
Charitable
50,000
Give Back Yoga Foundation
900 Baseline Road 13B
Boulder
,
CO
80302
None
PC
Charitable
15,000
Home for Contemp Theatre Art
145 6th Ave
New York
,
NY
10013
None
PC
Charitable
50,000
Homeless Children's Newtork
3450 3rd St 1C
San Francisco
,
CA
94124
None
PC
Charitable
50,000
Inquiring Systems Inc
21885 Bonness Rd
Sonoma
,
CA
95476
None
PC
Charitable
150,000
Raw Art Works
37 Central Square 2
Lynn
,
MA
01901
None
PC
Charitable
30,000
Redford Center
PO Box 29144
San Francisco
,
CA
94129
None
PC
Charitable
50,000
Spirit Rock Meditation Center
5000 Sir Francis Drake Blvd
Woodacre
,
CA
94973
None
PC
Charitable
50,000
UCSF Foundation
1545 Divisadero St
San Francisco
,
CA
94115
None
PC
Charitable
30,000
Carbon Cycle Institute
245 Kentucky St Ste D
Petaluma
,
CA
94952
None
PC
Charitable
50,000
A Host of People - Miami Fund
40 NW 3rd Street Ste 305
Miami
,
FL
33128
None
PC
Charitable
15,000
Alliance of Resident TheatresNY
520 Eighth Ave 119
New York
,
NY
10018
None
PC
Charitable
5,000
Animal Legal Defense Fund
525 E Cotati Ave
Cotati
,
CA
94931
None
PC
Charitable
50,000
Clean Ocean Action Inc
18 Hartshorne Dr Suite 2
Highlands
,
NJ
07732
None
PC
Charitable
50,000
Clubbed Thumb Inc
440 Lafayette St 4th Floor
New York
,
NY
10003
None
PC
Charitable
30,000
Coalition of Immokalee Workers
110 S 2nd St
Immokalee
,
FL
34142
None
PC
Charitable
15,000
Collected Objects Inc
100 Newell St Apt 2R
Brooklyn
,
NY
11222
None
PC
Charitable
3,000
Great Small Works Inc
315 West 86th St Suite 4E
New York
,
NY
10024
None
PC
Charitable
2,000
Massachusetts Coalition for Homeles
73 Buffum St
Lynn
,
MA
01902
None
PC
Charitable
100,000
McLean Hospital Corporation
115 Mill St
Belmont
,
MA
02478
None
PC
Charitable
30,000
My Stuff Bags Foundation
5347 Sterling Center Dr
Westlake Village
,
CA
91361
None
PC
Charitable
50,000
New Yiddish Repertory Theater Inc
33 51 Street B2
Weehawken
,
NJ
07086
None
PC
Charitable
5,000
Peculiar Works Laboratory
595 Broadway 2nd Fl
New York
,
NY
10012
None
PC
Charitable
1,000
Regeneration Project
369 Pine St 700
San Francisco
,
CA
94104
None
PC
Charitable
50,000
Signal-Return Inc
1345 Division St 102
Detroit
,
MI
48207
None
PC
Charitable
15,000
Stand
1410 Danzig Plaza
Concord
,
CA
94520
None
PC
Charitable
100,000
Talking Band Inc
93 Mercer St
New York
,
NY
10012
None
PC
Charitable
6,000
The Tank
151 W 46th Street 8th Fl
New York
,
NY
10036
None
PC
Charitable
3,000
5 Gyres Institute
5792 W Jefferson Blvd
Los Angeles
,
CA
90016
None
PC
charitable
30,000
CA Institute Yiddish-Yung Yiddish
333 Washington Blvd 118
Marina Del Rey
,
CA
90292
None
PC
charitable
5,000
Friends of the Children Inc
245 Russell St Ste 22
Hadley
,
MA
01035
None
PC
charitable
50,000
Ketamine Research Foundation
6 Crest Road
San Anselmo
,
CA
94960
None
PC
charitable
110,000
Performance Zone Inc
75 Maiden Lane Suite 906
New York
,
NY
10038
None
PC
charitable
56,500
Soho Think Tank Inc
154 Christopher St Ste 1E
New York
,
NY
10014
None
PC
charitable
25,000
Fractured Atlas Inc
248 West 35th Street 10th Floor
New York
,
NY
10001
None
PC
Charitable
25,500
FEAST Inc
PO Box 2154
Palm Harbor
,
FL
34682
None
PC
Charitable
30,000
Pioneer Works Art Foundation
159 Pioneer Street
Brooklyn
,
NY
11231
None
PC
Charitable
30,000
Algalita Marine Research and Educat
148 N Marina Dr
Long Beach
,
CA
90803
None
PC
Charitable
30,000
Grey Muzzle Organization
14460 Falls of Neuse Road
Raleigh
,
NC
27614
None
PC
Charitable
30,000
Humane League
PO Box 10476
Rockville
,
MD
20849
None
PC
Charitable
15,000
Mint Theater Company Inc
412 W 42nd St
New York
,
NY
10036
None
PC
Charitable
15,000
Plastics Oceans Foundation
4709-1 College Acres
Wilmington
,
NC
28403
None
PC
Charitable
15,000
Portland Experimental Theatre Ensem
3520 SE Yamhill St
Portland
,
OR
97214
None
PC
Charitable
17,000
Protect Our Winters
4676 Broadway Street
Boulder
,
CO
80304
None
PC
Charitable
30,000
Springboard for the Arts
262 University Ave W
St Paul
,
MN
55103
None
PC
Charitable
2,000
Upstream Policy Institute Inc
PO Box 1352
Damariscotta
,
ME
04543
None
PC
Charitable
30,000
Art of Yoga Project
330 Twin Dolphin Drive Ste 131
Redwood City
,
CA
94065
None
PC
Charitable
30,000
Arts for Incarcerated Youth Network
1000 N Alameda Ste 240
Los Angeles
,
CA
90012
None
PC
Charitable
30,000
Brick Theater Inc
PO Box 1851 Radio City Station
New York
,
NY
10101
None
PC
Charitable
5,000
CA Assn of Resource Conservation Di
705 E Bidwell Street Suite 2-415
Folsom
,
CA
95630
None
PC
Charitable
15,000
Classical Theatre of Harlem Inc
8 W 126th St
New York
,
NY
10027
None
PC
Charitable
1,000
Congress for Jewish Culture Inc
306 W 18th St Apt 2b
New York
,
NY
10011
None
PC
Charitable
1,000
Dance to Be Free
3980 N Broadway Ste 103 PMB - 215
Boulder
,
CO
80304
None
PC
Charitable
15,000
Far Away Projects
463 Broadway
San Francisco
,
CA
94133
None
PC
Charitable
15,000
Independent Arts Media
2830 20th St
San Francisco
,
CA
94110
None
PC
Charitable
15,000
Kiss The Ground
2236 S Barrington Ave
Los Angeles
,
CA
90064
None
PC
Charitable
15,000
Lineage Project Inc
228 Park Ave S PMB 98592
New York
,
NY
10003
None
PC
Charitable
30,000
MAPS
3141 Stevens Creek Blvd 40563
San Jose
,
CA
95117
None
PC
Charitable
100,000
Mason Holdings Theatre Inc
241 6th Avenue 5A
New York
,
NY
10014
None
PC
Charitable
4,000
Mighty Earth Inc
1150 Connecticut Avenue NW Ste 800
Washington
,
DC
20036
None
PC
Charitable
15,000
New York Live Arts Inc
219 West 19th Street
New York
,
NY
10011
None
PC
Charitable
1,000
Ocean Voyages Institute
2400 Bridgeway 210
Sausalito
,
CA
94965
None
PC
Charitable
15,000
Prison Dharma Network Inc
PO Box 206
South Deerfield
,
MA
01373
None
PC
Charitable
30,000
Safe Humane
PO Box 7342
Chicago
,
IL
60680
None
PC
Charitable
15,000
Sound Equine Options
PO Box 1150
Gresham
,
OR
97030
None
PC
Charitable
20,000
Success Center San Francisco
1449 Webster St
San Francisco
,
CA
94115
None
PC
Charitable
15,000
Survival International USA
6 Charterhouse Buildings
London
EC1M 7ET
UK
None
PC
Charitable
15,000
World In One Pan Arts Collaborative
139 Pleasant St
Haworth
,
NJ
07641
None
PC
Charitable
7,000
Zeb's Wish Enquine Sanctuary
34950 SE Colorado Rd
Sandy
,
OR
97055
None
PC
Charitable
30,000
Untitled Theater Company No 61 Ltd
215 W 95th St Ste 11G
New York
,
NY
10025
None
PC
Charitable
1,000
Total
...............................
3a
2,741,000
b
Approved for future payment
Marin Humane Society
171 Bel Marin Keys Blvd
Novato
,
CA
94949
None
PC
charitable
50,000
Raw Art Works
37 Central Square 2
Lynn
,
MA
01901
None
PC
Charitable
60,000
Stand
1410 Danzig Plaza
Concord
,
CA
94520
None
PC
Charitable
200,000
Inquiring Systems Inc
101 Brookwood Ave Ste 204
Santa Rosa
,
CA
95404
None
PC
Charitable
300,000
Animal Legal Defense Fund
525 E Cotati Ave
Cotati
,
CA
94931
None
PC
Charitable
100,000
Friends of Palm Springs Animal Shel
4575 E Mesquite Ave
Palm Springs
,
CA
92264
None
PC
charitable
100,000
Home for Contemp Theatre Art
145 6th Ave
New York
,
NY
10013
None
PC
Charitable
100,000
A Host of People - Miami Fund
40 NW 3rd Street Ste 305
Miami
,
FL
33128
None
PC
Charitable
15,000
Arts for Incarcerated Youth Network
1000 N Alameda Ste 240
Los Angeles
,
CA
90012
None
PC
Charitable
30,000
Farmer-Veteran Coalition
508 2nd St 206
Davis
,
CA
95616
None
PC
Charitable
100,000
Ketamine Research Foundation
6 Crest Road
San Anselmo
,
CA
94960
None
PC
Charitable
200,000
MAPS
3141 Stevens Creek Blvd 40563
San Jose
,
CA
95117
None
PC
Charitable
200,000
Massachusetts Coalition for Homeles
73 Buffum St
Lynn
,
MA
01902
None
PC
Charitable
200,000
Performance Zone Inc
75 Maiden Lane Suite 906
New York
,
NY
10038
None
PC
Charitable
60,000
Signal-Return Inc
1345 Division St 102
Detroit
,
MI
48207
None
PC
Charitable
15,000
Theater et al Inc
5-39 49th Ave
Long Island
,
NY
11101
None
PC
Charitable
100,000
Total
................................
3b
1,830,000