Instrumentl eFile Render
Object ID: 201841459349100514 - Rendered 2024-05-04
TIN: 77-0108124
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.
Information about Form 990-PF and its instructions is at
www.irs.gov/form990pf
.
OMB No. 1545-0052
20
16
Open to Public Inspection
For calendar year 2016, or tax year beginning
10-01-2016
, and ending
09-30-2017
Name of foundation
THE GROVE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 1667
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ALTOS
,
CA
940231667
A Employer identification number
77-0108124
B
Telephone number (see instructions)
(650) 523-1300
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)
$
130,075,833
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)
47,144,096
2
Check
Sch. B
.............
3
Interest on savings and temporary cash investments
1,221,432
1,221,432
4
Dividends and interest from securities
...
250,892
230,263
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,448,017
b
Gross sales price for all assets on line 6a
49,814,614
7
Capital gain net income (from Part IV, line 2)
...
5,959,118
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)
.......
2,597
2,740
12
Total.
Add lines 1 through 11
........
51,067,034
7,413,553
13
Compensation of officers, directors, trustees, etc.
218,032
46,162
171,870
14
Other employee salaries and wages
......
523,477
67,635
447,614
15
Pension plans, employee benefits
.......
202,067
21,155
180,912
16a
Legal fees (attach schedule)
.........
20,436
0
22,536
b
Accounting fees (attach schedule)
.......
36,000
3,600
32,400
c
Other professional fees (attach schedule)
....
249,928
207,589
43,816
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
41,000
0
0
19
Depreciation (attach schedule) and depletion
...
4,149
0
20
Occupancy
..............
210,829
0
210,829
21
Travel, conferences, and meetings
.......
41,464
0
41,464
22
Printing and publications
..........
1,749
0
1,749
23
Other expenses (attach schedule)
.......
303,719
0
303,158
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,852,850
346,141
1,456,348
25
Contributions, gifts, grants paid
.......
25,311,083
17,606,083
26
Total expenses and disbursements.
Add lines 24 and 25
27,163,933
346,141
19,062,431
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
23,903,101
b
Net investment income
(if negative, enter -0-)
7,067,412
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2016)
Form 990-PF (2016)
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
.........
34,440,642
10,426,315
10,426,315
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
600,000
Less: allowance for doubtful accounts
600,000
600,000
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)
40,000
Less: allowance for doubtful accounts
0
40,000
40,000
40,000
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
52,664,737
104,331,479
104,331,479
b
Investments—corporate stock (attach schedule)
.......
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)
..........
9,951,997
8,882,796
11,833,527
14
Land, buildings, and equipment: basis
396,857
Less: accumulated depreciation (attach schedule)
385,394
4,563
11,463
11,463
15
Other assets (describe
)
311,556
2,833,049
2,833,049
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
97,413,495
127,125,102
130,075,833
17
Accounts payable and accrued expenses
..........
102,720
107,572
18
Grants payable
..................
2,545,000
10,250,000
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)
.........
2,647,720
10,357,572
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
94,765,775
116,767,530
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
28
Paid-in or capital surplus, or land, bldg., and equipment fund
29
Retained earnings, accumulated income, endowment, or other funds
30
Total net assets or fund balances
(see instructions)
.....
94,765,775
116,767,530
31
Total liabilities and net assets/fund balances
(see instructions)
.
97,413,495
127,125,102
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 30 (must agree with end-of-year figure reported on prior year’s return)
...............
1
94,765,775
2
Enter amount from Part I, line 27a
.....................
2
23,903,101
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
118,668,876
5
Decreases not included in line 2 (itemize)
5
1,901,346
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
.
6
116,767,530
Form
990-PF
(2016)
Form 990-PF (2016)
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
PUBLICLY TRADED SECURITIES
P
b
PASS THROUGH CAPITAL GAIN
P
2000-01-01
2017-09-30
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
47,484,750
43,855,496
3,629,254
b
2,329,864
2,329,864
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
3,629,254
b
2,329,864
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
5,959,118
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))
2015
17,724,138
78,335,239
0.226260
2014
20,655,183
87,573,469
0.235861
2013
14,943,362
98,239,160
0.152112
2012
13,109,703
107,597,907
0.121840
2011
12,864,364
114,970,323
0.111893
2
Total
of line 1, column (d)
.....................
2
0.847966
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.169593
4
Enter the net value of noncharitable-use assets for 2016 from Part X, line 5
......
4
103,941,269
5
Multiply line 4 by line 3
......................
5
17,627,712
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
70,674
7
Add lines 5 and 6
........................
7
17,698,386
8
Enter qualifying distributions from Part XII, line 4
,.............
8
19,062,431
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
(2016)
Form 990-PF (2016)
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
70,674
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
0
3
Add lines 1 and 2
...........................
3
70,674
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
70,674
6
Credits/Payments:
a
2016 estimated tax payments and 2015 overpayment credited to 2016
6a
106,558
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
62,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
168,558
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
97,884
11
Enter the amount of line 10 to be:
Credited to 2017 estimated tax
97,884
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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 2016 or the taxable year beginning in 2016 (see 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
(2016)
Form 990-PF (2016)
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
Yes
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
LESLIE DOROSIN
Telephone no.
(650) 523-1330
Located at
PO BOX 1667
LOS ALTOS
CA
ZIP+4
940231667
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 2016, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 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 2016?
.............
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 2016, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2016?
.............
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 2016 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 2016.)
..................
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 2016?
4b
No
Form
990-PF
(2016)
Form 990-PF (2016)
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:
(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
Form
990-PF
(2016)
Form 990-PF (2016)
Page
7
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
KAREN GROVE
BOARD CHAIR
20.00
0
0
0
PO BOX 1667
LOS ALTOS
,
CA
94023
EVA K GROVE
SECRETARY
8.00
0
0
0
PO BOX 1667
LOS ALTOS
,
CA
94023
LESLIE DOROSIN
CO-EXECUTIVE DIRECTOR/CFO
30.00
170,400
46,672
960
PO BOX 1667
LOS ALTOS
,
CA
94023
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
REBEKAH BUTLER
CO-EXECUTIVE DIRECTO
30.00
170,400
27,552
960
PO BOX 1667
LOS ALTOS
,
CA
94023
CHEN ZHANG
ACCOUNTANT
34.00
82,575
37,646
0
PO BOX 1667
LOS ALTOS
,
CA
94023
JOSE SANTOS
PROGRAM ASSOCIATE
37.50
82,500
19,113
960
PO BOX 1667
LOS ALTOS
,
CA
94023
DAVID WOLFF
IT MANAGER
34.00
77,015
20,450
960
PO BOX 1667
LOS ALTOS
,
CA
94023
Total
number of other employees paid over $50,000
...................
0
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
LEARNING FOR ACTION
PROGRAM CONSULTANT
85,807
PO BOX 411490
SAN FRANCISCO
,
CA
94141
C DANENE SORACE
PROGRAM CONSULTANT
68,000
503 WEST CHESTNUT STREET
LANCASTER
,
PA
17603
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
Form
990-PF
(2016)
Form 990-PF (2016)
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
71,825,128
b
Average of monthly cash balances
.......................
1b
21,825,476
c
Fair market value of all other assets (see instructions)
................
1c
11,873,527
d
Total
(add lines 1a, b, and c)
.........................
1d
105,524,131
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
0
3
Subtract line 2 from line 1d
.........................
3
105,524,131
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,582,862
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
103,941,269
6
Minimum investment return.
Enter 5% of line 5
..................
6
5,197,063
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
5,197,063
2a
Tax on investment income for 2016 from Part VI, line 5
......
2a
70,674
b
Income tax for 2016. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
70,674
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
5,126,389
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
5,126,389
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
5,126,389
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
19,062,431
b
Program-related investments—total from Part IX-B
..................
1b
0
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
19,062,431
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
70,674
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
18,991,757
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
(2016)
Form 990-PF (2016)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2015
(c)
2015
(d)
2016
1
Distributable amount for 2016 from Part XI, line 7
5,126,389
2
Undistributed income, if any, as of the end of 2016:
a
Enter amount for 2015 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2016:
a
From 2011
......
7,741,457
b
From 2012
......
7,814,424
c
From 2013
......
10,208,196
d
From 2014
......
16,384,084
e
From 2015
......
13,915,714
f
Total
of lines 3a through e
........
56,063,875
4
Qualifying distributions for 2016 from Part
XII, line 4:
$
19,062,431
a
Applied to 2015, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2016 distributable amount
.....
5,126,389
e
Remaining amount distributed out of corpus
13,936,042
5
Excess distributions carryover applied to 2016.
0
0
(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
69,999,917
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
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
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2015. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2016. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2017
..........
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)
.......
0
8
Excess distributions carryover from 2011 not
applied on line 5 or line 7 (see instructions)
...
7,741,457
9
Excess distributions carryover to 2017.
Subtract lines 7 and 8 from line 6a
......
62,258,460
10
Analysis of line 9:
a
Excess from 2012
....
7,814,424
b
Excess from 2013
....
10,208,196
c
Excess from 2014
....
16,384,084
d
Excess from 2015
....
13,915,714
e
Excess from 2016
....
13,936,042
Form
990-PF
(2016)
Form 990-PF (2016)
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 2016, 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)
2016
(b)
2015
(c)
2014
(d)
2013
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 organization 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).)
EVA K GROVE
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. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.
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
(2016)
Form 990-PF (2016)
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
10 BOOKS A HOME
1238 WESTMINSTER AVE
E PALO ALTO
,
CA
94303
N/A
PC
GENERAL SUPPORT
10,000
42ND STREET MOON
250 VAN NESS AVE
SAN FRANCISCO
,
CA
941024515
N/A
PC
GENERAL SUPPORT
5,000
ABLE WORKS
1836 BAY ROAD SUITE B
EAST PALO ALTO
,
CA
94303
N/A
PC
GENERAL SUPPORT
10,000
ACCESS WOMENS HEALTH JUSTICE
PO BOX 3609
OAKLAND
,
CA
946090609
N/A
PC
GENERAL SUPPORT
25,000
ACT FOR WOMEN AND GIRLS
PO BOX 536
VISALIA
,
CA
932790536
N/A
PC
GENERAL SUPPORT
27,000
ADVOCATES FOR YOUTH
1325 G STREET SUITE 980
WASHINGTON
,
DC
20005
N/A
PC
PROJECT SUPPORT
525,000
ALIPATO PROJECT
1743 ALCATRAZ AVE
BERKELEY
,
CA
947032741
N/A
PC
GENERAL SUPPORT
1,500
ALLIANCE FOR LANGUAGE LEARNERS INTEGRATION EDUCATION AND SUCCESS
865 OREGON AVE
PALO ALTO
,
CA
943033620
N/A
PC
PROJECT SUPPORT
20,000
ALL-OPTIONS
PO BOX 28284
OAKLAND
,
CA
946048284
N/A
PC
GENERAL SUPPORT
5,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET
NEW YORK
,
NY
100042400
N/A
PC
PROJECT SUPPORT
10,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTHERN CALIFORNIA
39 DRUMM ST
SAN FRANCISCO
,
CA
941114805
N/A
PC
PROJECT SUPPORT
135,000
AMERICAN LUNG ASSOCIATION IN CALIFORNIA
333 HEGENBERGER ROAD SUITE 450
OAKLAND
,
CA
94621
N/A
PC
GENERAL SUPPORT
12,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUE
NEW YORK
,
NY
101580180
N/A
PC
PROJECT SUPPORT
50,000
AS YOU SOW
1611 TELEGRAPH AVE STE 1450
OAKLAND
,
CA
946122102
N/A
PC
PROJECT SUPPORT
20,000
ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES
1145 WILSHIRE BLVD 2ND FLOOR
LOS ANGELES
,
CA
900171900
N/A
PC
PROJECT SUPPORT
100,000
ASIAN AMERICANS ADVANCING JUSTICE-ASIAN LAW CAUCUS
55 COLUMBUS AVE
SAN FRANCISCO
,
CA
941112101
N/A
PC
PROJECT SUPPORT
54,000
BENEFICENT TECHNOLOGY INC
480 S CALIFORNIA AVE STE 201
PALO ALTO
,
CA
943061609
N/A
PC
PROJECT SUPPORT
25,000
BERKELEY REPERTORY THEATRE
2025 ADDISON ST
BERKELEY
,
CA
947041103
N/A
PC
GENERAL SUPPORT
5,000
BLACK WOMEN FOR WELLNESS
PO BOX 292516
LOS ANGELES
,
CA
900297516
N/A
PC
GENERAL SUPPORT
20,000
BROOKLINE FOOD PANTRY INC
15 SAINT PAUL ST
BROOKLINE
,
MA
024466501
N/A
PC
GENERAL SUPPORT
1,000
CABRILLO COLLEGE FOUNDATION
6500 SOQUEL DR
APTOS
,
CA
950033119
N/A
SO III FI
PROJECT SUPPORT
110,000
CALIFORNIA LATINAS FOR REPRODUCTIVE JUSTICE
PO BOX 861766
LOS ANGELES
,
CA
90086
N/A
PC
GENERAL SUPPORT
20,000
CARDEA SERVICES
614 GRAND AVE STE 400
OAKLAND
,
CA
946103562
N/A
PC
PROJECT SUPPORT
337,500
CENTER ON RACE POVERTY & ENVIRONMENT
47 KEARNY ST STE 804
SAN FRANCISCO
,
CA
941085528
N/A
PC
GENERAL SUPPORT
50,000
CENTRO LEGAL DE LA RAZA INC
3400 E 12TH STREET
OAKLAND
,
CA
946012229
N/A
PC
PROJECT SUPPORT
125,000
CITY COLLEGE OF NEW YORK
160 CONVENT AVENUE SHEPARD 154
NEW YORK
,
NY
10031
N/A
PC
PROJECT SUPPORT
150,000
CITY OF MOUNTAIN VIEW CA
500 CASTRO STREET
MOUNTAIN VIEW
,
CA
94041
N/A
GOV
GENERAL SUPPORT
6,000
CITY OF REDWOOD CITY
2600 MIDDLEFIELD ROAD
REDWOOD CITY
,
CA
94063
N/A
GOV
PROJECT SUPPORT
60,000
COASTSIDE OPPORTUNITY CENTER INC
PO BOX 1089
EL GRANADA
,
CA
940181089
N/A
PC
PROJECT SUPPORT
40,000
COLLECTIVE ROOTS GARDEN PROJECT INC
PO BOX 50784
EAST PALO ALTO
,
CA
943030667
N/A
PC
GENERAL SUPPORT
3,000
COLORADO YOUTH MATTER
1650 FRANKLIN ST LOWER LEVEL
DENVER
,
CO
802181127
N/A
PC
PROJECT SUPPORT
27,750
COMMUNITY INITIATIVES
354 PINE STREET SUITE 700
SAN FRANCISCO
,
CA
94104
N/A
PC
PROJECT SUPPORT
100,000
COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC
1861 BAY ROAD
EAST PALO ALTO
,
CA
94303
N/A
PC
PROJECT SUPPORT
185,000
COMPUTERS FOR EVERYONE INC
3723 HAVEN AVE STE 200
MENLO PARK
,
CA
940251011
N/A
PC
GENERAL SUPPORT
2,000
CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE
PO BOX 5090
SAN MATEO
,
CA
94402
N/A
PC
PROJECT SUPPORT
80,000
COUNTY OF SAN MATEO
555 COUNTY CENTER 4TH FLOOR
REDWOOD CITY
,
CA
94063
N/A
GOV
GENERAL SUPPORT
1,000
DAY WORKER CENTER OF MOUNTAIN VIEW
113 ESCUELA AVENUE
MOUNTAIN VIEW
,
CA
94040
N/A
PC
GENERAL SUPPORT
21,000
EAST PALO ALTO SENIOR CENTER INC
560 BELL ST
EAST PALO ALTO
,
CA
943031701
N/A
PC
PROJECT SUPPORT
30,000
ECUMENICAL HUNGER PROJECT
2411 PULGAS AVE
E PALO ALTO
,
CA
943031322
N/A
PC
GENERAL SUPPORT
5,000
EDUCATION TRAINING AND RESEARCH ASSOCIATES
4 CARBONERO WAY
SCOTT VALLEY
,
CA
950664200
N/A
PC
PROJECT SUPPORT
10,000
EL CAMINO YOUTH SYMPHONY ASSOCIATION
4055 FABIAN WAY
PALO ALTO
,
CA
94303
N/A
PC
GENERAL SUPPORT
8,000
EQUALITY ALLIANCE OF SAN DIEGO COUNTY
PO BOX 12266
SAN DIEGO
,
CA
921123266
N/A
PC
PROJECT SUPPORT
25,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC
800 3RD AVE FL 25
NEW YORK
,
NY
100227604
N/A
PC
GENERAL SUPPORT
10,000
EXHALE
1714 FRANKLIN ST 100-141
OAKLAND
,
CA
94612
N/A
PC
GENERAL SUPPORT
60,000
EYES OPEN IOWA
4000 WESTOWN PARKWAY STE 204
WEST DES MOINES
,
IA
50266
N/A
PC
PROJECT SUPPORT
100,000
FORWARD TOGETHER
1440 BROADWAY STE 301
OAKLAND
,
CA
946122023
N/A
PC
GENERAL SUPPORT
100,000
FRESH LIFELINES FOR YOUTH INC
568 VALLEY WAY
MILPITAS
,
CA
950354106
N/A
PC
PROJECT SUPPORT
35,000
FRESNO BARRIOS UNIDOS
4415 E TULARE ST
FRESNO
,
CA
937023039
N/A
PC
PROJECT SUPPORT
40,000
FUNDERS FOR REPRODUCTIVE EQUITY
PO BOX 750
ROCKVILLE
,
MD
208480750
N/A
PC
GENERAL SUPPORT
17,500
GENESEE VALLEY EDUCATIONAL PARTNERSHIP
80 MUNSON ST
LE ROY
,
NY
14482
N/A
PC
PROJECT SUPPORT
197,500
GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL INC
1718 PEACHTREE SUITE 465
ATLANTA
,
GA
30309
N/A
PC
PROJECT SUPPORT
100,000
GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES
PO BOX 1100
SEBASTOPOL
,
CA
954731100
N/A
PC
PROJECT SUPPORT
45,000
GREENACTION FOR HEALTH AND ENVIRONMENTAL JUSTICE
559 ELLIS STREET
SAN FRANCISCO
,
CA
94109
N/A
PC
PROJECT SUPPORT
15,000
GROUNDSWELL FUND
436 14TH ST STE 723
OAKLAND
,
CA
946122709
N/A
PC
GENERAL SUPPORT
75,000
GUTTMACHER INSTITUTE INC
125 MAIDEN LANE 7TH FLOOR
NEW YORK
,
NY
10038
N/A
PC
GENERAL SUPPORT
15,000
HAGAR SERVICES COALITION INCORPORATED
PO BOX 51178
PALO ALTO
,
CA
943030691
N/A
PC
GENERAL SUPPORT
25,000
HIAS INC
1300 SPRING ST STE 500
SILVER SPRING
,
MD
209103634
N/A
PC
PROJECT SUPPORT
50,000
HIP HOUSING DEVELOPMENT CORPORATION
364 S RAILROAD AVE
SAN MATEO
,
CA
944014024
N/A
PC
PROJECT SUPPORT
50,000
HISPANIC FEDERATION INC
55 EXCHANGE PLACE 5TH FLOOR
NEW YORK
,
NY
100053301
N/A
PC
GENERAL SUPPORT
2,000
HOPEWELL FUND
1201 CONNECTICUT AVE NW STE 300
WASHINGTON
,
DC
200362656
N/A
PC
PROJECT SUPPORT
100,000
HOUSING ENDOWMENT & TR OF SAN MATEO COUNTY
2905 S EL CAMINO REAL
SAN MATEO
,
CA
944032730
N/A
GOV
PROJECT SUPPORT
100,000
HOUSING LEADERSHIP COUNCIL OF SAN MATEO COUNTY
2905 S EL CAMINO REAL
SAN MATEO
,
CA
944032730
N/A
GOV
PROJECT SUPPORT
25,000
IMMIGRANT LEGAL RESOURCE CENTER
1663 MISSION ST STE 602
SAN FRANCISCO
,
CA
941032473
N/A
PC
PROJECT SUPPORT
4,645,000
INSTITUTE FOR LOCAL GOVERNMENT
1400 K ST STE 205
SACRAMENTO
,
CA
958143916
N/A
PC
PROJECT SUPPORT
45,000
INSTITUTE OF WOMEN AND ETHNIC STUDIES
935 GRAVIER ST STE 1140
NEW ORLEANS
,
LA
701121668
N/A
PC
PROJECT SUPPORT
30,000
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND ST 12
NEW YORK
,
NY
101680002
N/A
PC
PROJECT SUPPORT
500,000
INTERNATIONAL RESCUE COMMITTEE NORTHERN CA
1460 KOLL CIRCLE SUITE 107
SAN JOSE
,
CA
95112
N/A
PC
PROJECT SUPPORT
200,000
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES
121 STEUART
SAN FRANCISCO
,
CA
941051236
N/A
PC
PROJECT SUPPORT
75,000
JOBTRAIN
1200 O BRIEN DRIVE
MENLO PARK
,
CA
940251413
N/A
PC
GENERAL SUPPORT
125,000
KARA
457 KINGSLEY AVE
PALO ALTO
,
CA
943013222
N/A
PC
GENERAL SUPPORT
15,000
LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
1920 L ST NW STE 800
WASHINGTON
,
DC
200365045
N/A
PC
PROJECT SUPPORT
100,000
LEGAL AID SOCIETY OF SAN MATEO CO
330 TWIN DOLPHIN DR STE 123
REDWOOD CITY
,
CA
94065
N/A
PC
PROJECT SUPPORT
150,000
LIFEMOVES
181 CONSTITUTION DRIVE
MENLO PARK
,
CA
94025
N/A
PC
GENERAL SUPPORT
61,000
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW AVE
LOS ALTOS
,
CA
940223742
N/A
PC
GENERAL SUPPORT
10,000
MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
498 7TH AVENUE 18TH FLOOR
NEW YORK
,
NY
10008
N/A
PC
GENERAL SUPPORT
2,500,000
MISSISSIPPI FIRST
PO BOX 1159
JACKSON
,
MS
93215
N/A
PC
PROJECT SUPPORT
40,000
MUJERES UNIDAS Y ACTIVAS
3543 18TH ST STE 3
SAN FRANCISCO
,
CA
941101684
N/A
PC
GENERAL SUPPORT
5,000
NATIONAL IMMIGRATION FORUM INC
50 F STREET NW ST 300
WASHINGTON
,
DC
200010000
N/A
PC
PROJECT SUPPORT
50,000
NATIONAL IMMIGRATION LAW CENTER
3435 WILSHIRE BLVD STE 2850
LOS ANGELES
,
CA
900101938
N/A
PC
GENERAL SUPPORT
225,000
NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE HEALTH
50 BROAD ST STE 1937
NEW YORK
,
NY
100042355
N/A
PC
PROJECT SUPPORT
15,000
NATIONAL PARTNERSHIP FOR NEW AMERICANS
1818 S PAULINA ST
CHICAGO
,
IL
606082719
N/A
PC
PROJECT SUPPORT
25,000
THE NATURE CONSERVANCY
201 MISSION STREET
SAN FRANCISCO
,
CA
94105
N/A
PC
PROJECT SUPPORT
104,000
NEO PHILANTHROPY INC
45 W 36TH ST FL 6
NEW YORK
,
NY
100187635
N/A
PC
PROJECT SUPPORT
530,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW STE 300
WASHINGTON
,
DC
20036
N/A
PC
PROJECT SUPPORT
75,000
NUESTRA CASA DE EAST PALO ALTO
2396 UNIVERSITY AVE
EAST PALO ALTO
,
CA
94303
N/A
PC
GENERAL SUPPORT
65,000
ONE EAST PALO ALTO
1798 B BAY RD
EAST PALO ALTO
,
CA
943031611
N/A
PC
PROJECT SUPPORT
80,000
ONE JUSTICE
433 CALIFORNIA ST STE 815
SAN FRANCISCO
,
CA
941042012
N/A
PC
PROJECT SUPPORT
80,000
PANGEA LEGAL SERVICES
350 SANSOME ST STE 650
SAN FRANCISCO
,
CA
941041378
N/A
PC
PROJECT SUPPORT
60,000
PENINSULA FAMILY SERVICE INC
24 2ND AVE
SAN MATEO
,
CA
944013828
N/A
PC
PROJECT SUPPORT
40,000
PENINSULA OPEN SPACE TRUST
222 HIGH STREET
PALO ALTO
,
CA
94301
N/A
PC
GENERAL SUPPORT
7,000
PEOPLE FOR THE AMERICAN WAY FOUNDATION
2000 M ST NW
WASHINGTON
,
DC
200363307
N/A
PC
GENERAL SUPPORT
10,000
PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDA
SAN JOSE
,
CA
951262203
N/A
PC
PROJECT SUPPORT
700,000
PRO BONO NET INC
151 W 30TH ST FL 10
NEW YORK
,
NY
100014018
N/A
PC
PROJECT SUPPORT
100,000
PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC
1301 CYPRESS AVE
SAN MATEO
,
CA
94401
N/A
PC
PROJECT SUPPORT
15,000
PUENTE DE LA COSTA SUR
PO BOX 554
PESCADERO
,
CA
940600554
N/A
PC
PROJECT SUPPORT
55,000
RAVENSWOOD CITY ELEMENTARY
2160 EUCLID AVE
EAST PALO ALTO
,
CA
943031703
N/A
PC
PROJECT SUPPORT
155,000
RAVENSWOOD FAMILY HEALTH CENTER
1885 BAY ROAD
EAST PALO ALTO
,
CA
943031611
N/A
PC
GENERAL SUPPORT
60,000
REDWOOD CITY SCHOOL DISTRICT
750 BRADFORD ST
REDWOOD CITY
,
CA
940631727
N/A
GOV
PROJECT SUPPORT
202,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2195 HEARST AVE ROOM 120 MC 1104
BERKELEY
,
CA
947201104
N/A
PC
PROJECT SUPPORT
315,000
REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES
10920 WILSHIRE BLVD STE 620 6TH FL
LOS ANGELES
,
CA
900246502
N/A
PC
PROJECT SUPPORT
30,000
REPRODUCTIVE HEALTH ACCESS PROJECT INC
PO BOX 21191
NEW YORK
,
NY
100250017
N/A
PC
PROJECT SUPPORT
115,000
RESOURCE FOUNDATION INC
237 W 35TH ST STE 1203
NEW YORK
,
NY
100011950
N/A
PC
GENERAL SUPPORT
6,000
RUTGERS UNIVERSITY FOUNDATION
41 GORDON RD SUITE A
PISCATAWAY
,
NJ
088948067
N/A
PC
PROJECT SUPPORT
150,000
SAMARITAN HOUSE
4031 PACIFIC BLVD
SAN MATEO
,
CA
94403
N/A
PC
PROJECT SUPPORT
50,000
SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT
3401 CSM DRIVE
SAN MATEO
,
CA
94402
N/A
PC
PROJECT SUPPORT
125,000
SAN MATEO COUNTY HEALTH FOUNDATION
222 W 39TH AVE
SAN MATEO
,
CA
944034364
N/A
PC
PROJECT SUPPORT
25,000
SANTA CLARA COUNTY ASIAN LAW ALLIANCE INC
991 W HEDDING ST STE 202
SAN JOSE
,
CA
951261248
N/A
PC
GENERAL SUPPORT
1,000
SANTA CLARA VALLEY SCIENCE FAIR ASN
PO BOX 307
LOS ALTOS
,
CA
940230307
N/A
PC
GENERAL SUPPORT
2,000
SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MATEO COUNTIES
750 CURTNER AVE
SAN JOSE
,
CA
951252113
N/A
PC
GENERAL SUPPORT
125,000
SEQUOIA HIGH
1201 BREWSTER AVE
REDWOOD CITY
,
CA
940621334
N/A
PC
PROJECT SUPPORT
75,000
SEXUALITY INFORMATION AND EDUCATION COUNCIL OF THE UNITED STATES INC
90 JOHN STREET SUITE 704
NEW YORK
,
NY
10038
N/A
PC
GENERAL SUPPORT
100,000
SHENANDOAH VALLEY COMMUNITY RESIDENCES INC
301 N CAMERON STREET SUITE 103
WINCHESTER
,
VA
226014869
N/A
PC
GENERAL SUPPORT
5,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HIGHWAY NO 210
SACRAMENTO
,
CA
958339754
N/A
PC
PROJECT SUPPORT
50,000
SIMON WIESENTHAL CENTER
1399 S ROXBURY 2ND FL
LOS ANGELES
,
CA
900354709
N/A
PC
GENERAL SUPPORT
25,000
SOCIAL & ENVIRONMENTAL ENTREPRENEURS SEE INC
23532 CALABASAS ROAD SUITE A
CALABASAS
,
CA
91302
N/A
PC
PROJECT SUPPORT
75,000
SOUTHERN POVERTY LAW CENTER INC
PO BOX 548
MONTGOMERY
,
AL
361010548
N/A
PC
GENERAL SUPPORT
75,000
ST FRANCIS CENTER OF REDWOOD CITY
151 BUCKINGHAM AVE
REDWOOD CITY
,
CA
940633210
N/A
PC
GENERAL SUPPORT
1,000
STARVISTA
610 ELM STREET SUITE 212
SAN CARLOS
,
CA
940703070
N/A
PC
PROJECT SUPPORT
85,000
STATE VOICES
1625 MASSACHUSETTS AVE NW STE 308
WASHINGTON
,
DC
200362247
N/A
PC
PROJECT SUPPORT
40,000
RADBOUD UNIVERSITY NIJMEJEN MEDICAL CENTER
POSTBUS 9101
NIJMEGEN
6500 HB
NL
N/A
PC
PROJECT SUPPORT
50,000
SUSTAINABLE CONSERVATION
98 BATTERY STREET SUITE 302
SAN FRANCISCO
,
CA
94111
N/A
PC
GENERAL SUPPORT
55,000
TAHIRIH JUSTICE CENTER
6402 ARLINGTON BLVD STE 300
FALLS CHURCH
,
VA
220422333
N/A
PC
PROJECT SUPPORT
50,000
TEEN SUCCESS INC
576 VALLEY WAY
MILPITAS
,
CA
950354106
N/A
PC
GENERAL SUPPORT
5,000
THE INTERNATIONAL INSTITUTE OF THE BAY AREA
2600 MIDDLEFIELD ROAD
REDWOOD CITY
,
CA
94063
N/A
PC
PROJECT SUPPORT
150,500
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
220 MONTGOMERY ST 5TH FLOOR
SAN FRANCISCO
,
CA
94104
N/A
PC
PROJECT SUPPORT
50,000
THE SAN FRANCISCO FOUNDATION
ONE EMBARCADERO CENTER SUITE 1400
SAN FRANCISCO
,
CA
94111
N/A
PC
PROJECT SUPPORT
75,000
TIDES CENTER
PO BOX 29907
SAN FRANCISCO
,
CA
941290907
N/A
PC
PROJECT SUPPORT
77,500
TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY
1 WASHINGTON SQ
SAN JOSE
,
CA
951920256
N/A
PC
GENERAL SUPPORT
5,000
UC HASTINGS FOUNDATION
200 MCALLISTER ST
SAN FRANCISCO
,
CA
941024978
N/A
PC
PROJECT SUPPORT
183,333
UC SANTA BARBARA FOUNDATION
UNIVERSITY OF CALIFORNIA
SANTA BARBARA
,
CA
931060001
N/A
PC
PROJECT SUPPORT
6,000
UNAMESA ASSOCIATION
654 GILMAN ST
PALO ALTO
,
CA
943012528
N/A
PC
PROJECT SUPPORT
30,000
UNITED WAY OF THE BAY AREA
221 MAIN ST STE 300
SAN FRANCISCO
,
CA
941051911
N/A
PC
PROJECT SUPPORT
40,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
MCLAUGHLIN HALL 1722
BERKELEY
,
CA
947201722
N/A
PC
PROJECT SUPPORT
120,000
UNIVERSITY OF SAN FRANCISCO
2130 FULTON ST
SAN FRANCISCO
,
CA
941171080
N/A
PC
GENERAL SUPPORT
5,000
UNIVERSITY OF WASHINGTON
PO BOX 356460
SEATTLE
,
WA
981956460
N/A
PC
PROJECT SUPPORT
150,000
URBAN JUSTICE CENTER
40 RECTOR STREET
NEW YORK
,
NY
100061705
N/A
PC
PROJECT SUPPORT
100,000
VMC FOUNDATION
2400 MOORPARK AVE STE 201
SAN JOSE
,
CA
951282624
N/A
PC
GENERAL SUPPORT
5,000
WELCOMING AMERICA INC
315 WEST PONCE DE LEON AVENUE SUITE
DECATUR
,
GA
300302400
N/A
PC
PROJECT SUPPORT
30,000
WEST VIRGINIA FREE INCORPORATED
1114 QUARRIER STREET FLOOR 3
CHARLESTON
,
WV
25301
N/A
PC
PROJECT SUPPORT
131,000
YOUTH UNITED FOR COMMUNITY ACTION
2135 CLARKE AVE
EAST PALO ALTO
,
CA
94303
N/A
PC
GENERAL SUPPORT
40,000
Total
.................................
3a
17,606,083
b
Approved for future payment
CARDEA SERVICES
614 GRAND AVE STE 400
OAKLAND
,
CA
946103562
N/A
PC
PROJECT SUPPORT
50,000
EYES OPEN IOWA
4000 WESTOWN PARKWAY STE 204
WEST DES MOINES
,
IA
50266
N/A
PC
PROJECT SUPPORT
50,000
GEORGIA CAMPAIGN FOR ADOLESCENT POWER AND POTENTIAL INC
80 MUNSON ST
LE ROY
,
NY
14482
N/A
PC
PROJECT SUPPORT
50,000
INSTITUTE OF WOMEN AND ETHNIC STUDIES
935 GRAVIER ST STE 1140
NEW ORLEANS
,
LA
701121668
N/A
PC
PROJECT SUPPORT
30,000
MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
498 7TH AVENUE 18TH FLOOR
NEW YORK
,
NY
10008
N/A
PC
GENERAL SUPPORT
7,500,000
MISSISSIPPI FIRST
PO BOX 1159
JACKSON
,
MS
93215
N/A
PC
PROJECT SUPPORT
40,000
WEST VIRGINIA FREE INCORPORATED
1114 QUARRIER STREET FLOOR 3
CHARLESTON
,
WV
25301
N/A
PC
GENERAL SUPPORT
30,000
Total
.................................
3b
7,750,000
Form
990-PF
(2016)
Form 990-PF (2016)
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
1,221,432
4
Dividends and interest from securities
....
14
250,892
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
.....
18
2,597
8
Gain or (loss) from sales of assets other than inventory
............
18
2,448,017
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)
..
0
3,922,938
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,922,938
(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
(2016)
Form 990-PF (2016)
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) of the Code (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) of the Code (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.
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
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2016)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description