SIDNEY AND BERNICE CLYMAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: SIDNEY AND BERNICE CLYMAN FAMILY FOUNDATION (EIN 45-4005141)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-08
IRS object ID: 202541289349101049
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-08T09:22:53-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	202002973	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KRS CPAS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	80 ROUTE 4 EAST SUITE 170	AddressLine1Txt
City	PARAMUS	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07652	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	454005141	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SIDNEY AND BERNICE CLYMAN	BusinessNameLine1Txt
Business Name Line2	FAMILY FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SIDN	BusinessNameControlTxt
Phone	4154596719	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO RONALD CLYMAN 411 MARGARITA DR	AddressLine1Txt
City	SAN RAFAEL	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94901	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RONALD CLYMAN	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	4154596719	PhoneNum
Signature	2025-04-30	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GERALD A SHANKER	PreparerPersonNm
PTIN	P00009777	PTIN
Phone	2016557411	PhoneNum
Preparation	2025-04-30	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,193,803	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$7	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$7	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$57,237	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$56,751	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$50,688	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,225,756	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$50,688	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$163	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$163	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$108,095	TotalRevAndExpnssAmt
Total Net Invst Incm	$107,609	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$733	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$733	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$9,311	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$9,294	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,044	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$11,527	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$86,860	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$86,860	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$99,904	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$11,527	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$86,860	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$8,191	ExcessRevenueOverExpensesAmt
Net Investment Income	$96,082	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$70,745	CashBOYAmt
Cash EOY	$40,871	CashEOYAmt
Cash EOYFMV	$40,871	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$86,244	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$44,701	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$44,701	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,597,786	CorporateStockBOYAmt
Corporate Stock EOY	$1,677,394	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,108,231	CorporateStockEOYFMVAmt
Total Assets BOY	$1,754,775	TotalAssetsBOYAmt
Total Assets EOY	$1,762,966	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,193,803	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,754,775	RetainedEarningBOYAmt
Retained Earning EOY	$1,762,966	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,754,775	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,762,966	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,754,775	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,762,966	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,754,775	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$8,191	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,762,966	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,762,966	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BNY MELLON	P	2024-01-01	2024-12-31	$288,470	$275,768	$12,702	$12,702
BNY MELLON	P	2023-01-01	2024-12-31	$937,286	$899,300	$37,986	$37,986

Field	Value	IRS element (for citing)
Capital Gain Net Income	$50,688	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,336	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,336	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,336	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,516	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,516	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$180	OverpaymentAmt
Applied To ES Tax	$180	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	RONALD CLYMAN AND ROBERT CLYMAN	IndividualWithBooksNm
Phone	4154596719	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	411 MARGARITA DRIVE	AddressLine1Txt
City	SAN RAFAEL	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94901	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD CLYMAN
411 MARGARITA DRIVE	SAN RAFAEL	CA	94901	TRUSTEE	0.00	$0	$0	$0
ROBERT CLYMAN
76 GRANDVIEW AVENUE	NORTH CALDWELL	NJ	07006	TRUSTEE	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,060,708	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$98,862	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,159,570	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,159,570	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$32,394	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,127,176	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$106,359	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$106,359	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,336	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,336	TotalTaxAmt
Distributable Before Adj	$105,023	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$105,023	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$105,023	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$86,860	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$86,860	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$105,023	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$2,065,871	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$4,252	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,070,123	TotalExcessDistributionCyovAmt
Qualifying Distributions	$86,860	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$86,860	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$18,163	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$18,163	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,051,960	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,051,960	ExcessDistriCyovToNextYrAmt
Excess From Year3	$2,047,708	ExcessFromYear3Amt
Excess From Year1	$4,252	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CALIFORNIA FILM INSTITUTE
1001 LOOTENS PLACE SUITE 220	SAN RAFAEL	CA	94901	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$2,130
DOCTORS WITHOUT BORDERS
PO BOX 5030	HAGERSTOWN	MD	217415030	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$2,500
HABITAT FOR HUMANITY
322 WEST LAMAR STREET	AMERICUS	GA	317099906	NONE	501(C)(3)	IN FURTHERANCE OF THE STATED OBJECTIVES OF THE FOUNDATION	$500
KALW STUDIOS
500 MANSELL STREET	SAN FRANCISCO	CA	94134	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$2,000
KQED MEMBER SERVICES
2601 MARIPOSA STREET	SAN FRANCISCO	CA	94110	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$2,000
MARIN SHAKESPEARE COMPANY
PO BOX 4053	SAN RAFAEL	CA	94913	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$1,500
MARIN THEATER CO
397 MILLER AVENUE	MILL VALLEY	CA	94941	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$3,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUE	NEW YORK	NY	10028	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$7,500
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
PO BOX 97166	WASHINGTON	DC	20090	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$1,500
PLANNED PARENTHOOD NORTHERN CALIFORNIA
2185 PACHECO ST	CONCORD	CA	94520	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$1,000
ROSS VALLEY PLAYERS
PO BOX 886	ROSS	CA	94957	NONE	501(C)(3)	IN FURTHERANCE OF THE STATED OBJECTIVES OF THE FOUNDATION	$500
SAN FRANCISCO PLAYHOUSE
450 POST STREET	SAN FRANCISCO	CA	94102	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$500
SAN FRANCISCO SYMPHONY
201 VAN NESS AVENUE	SAN FRANCISCO	CA	94102	NONE	501(C)(3)	IN FURTHERANCE OF THE STATED OBJECTIVES OF THE FOUNDATION	$500
SAN FRANCISCO-MARIN FOODBANK
2550 KERNER BLVD	SAN RAFAEL	CA	949012505	NONE	501(C)(3)	IN FURTHERANCE OF THE STATED OBJECTIVES OF THE FOUNDATION	$2,000
SEVA FOUNDATION
1786 FIFTH STREET	BERKELEY	CA	94710	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$500
SHOTGUN PLAYERS
1901 ASHBY AVENUE	BERKELEY	CA	94703	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$2,500
UNITED STATES HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PLACE SW	WASHINGTON	DC	200242126	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$500
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339	SAN FRANCISCO	CA	94145	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$50,000
WHISTLESTOP
930 TAMALPAIS AVENUE	SAN RAFAEL	CA	94901	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$1,500
AURORA THEATER
2081 ADDISON STREET	BERKELEY	CA	94704	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$1,030
SWIM ACROSS AMERICA INC
8508 PARK RD 389	CHARLOTTE	NC	28210	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$500
SAN FRANCISCO OPERA ASSOCIATION
301 VAN NESS AVENUE	SAN FRANCISCO	CA	94102	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$1,200
MOUNTAIN PLAY ASSOCIATION
1556 4TH STREET SUITE B	SAN RAFAEL	CA	94901	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$1,000
SAVE DOMINICAN VALLEY
PO BOX 4135	SAN RAFAEL	CA	94913	NONE	501(C)(3)	IN FURTHERANCE OF STATED OBJECTIVES OF THE FOUNDATION	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$86,860	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$57,237	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$163	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$50,688	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$108,095	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$108,095	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,000	Amt
Net Investment Income	$1,500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MARKETABLE SECURITIES	StockNm
EOY Book Value	$1,677,394	EOYBookValueAmt
EOYFMV	$2,108,231	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$9,294	$9,294	$0
BANK FEES	$17	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	CLASS ACTION PROCEEDS	Desc
Revenue And Expenses Per Books	$163	RevenueAndExpensesPerBooksAmt
Net Investment Income	$163	NetInvestmentIncomeAmt
Adjusted Net Income	$163	AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$733	Amt
Net Investment Income	$733	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt