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LEONARD & BERYL BUCK FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LEONARD & BERYL BUCK FOUNDATION (EIN 94-6485668)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201811359349306456
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T13:02:30-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Armanino LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112657 Alcosta Blvd Ste 500AddressLine1Txt
CitySan RamonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945834600ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946485668EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Leonard & Beryl Buck FoundationBusinessNameLine1Txt
Business Name Line2c/o Wells Fargo BankBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEONBusinessNameControlTxt
Phone4153963737PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 Market St 29th Fl No 1200AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWells Fargo Bank NAPersonNm
Person TitleFiduciaryPersonTitleTxt
Phone4153963737PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKaty BrownPreparerPersonNm
PTINP00650274PTIN
Phone9257902600PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWells Fargo Bank NAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 63954AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94163ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$195,207,811GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1979FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionGrant making to non-profit charitable, religious or educational orgs. in Marin County, CA.ActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI-$207,539TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$258,539NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$41,790,363PYInvestmentIncomeAmt
CY Investment Income$46,400,096CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$41,790,363PYTotalRevenueAmt
CY Total Revenue$46,400,096CYTotalRevenueAmt
PY Grants And Similar Paid$28,341,380PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$48,465,106CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,601,327PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,051,772PYOtherExpensesAmt
CY Other Expenses$1,988,934CYOtherExpensesAmt
PY Total Expenses$39,994,479PYTotalExpensesAmt
CY Total Expenses$50,454,040CYTotalExpensesAmt
PY Revenues Less Expenses$1,795,884PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,053,944CYRevenuesLessExpensesAmt
Total Assets BOY$844,549,167TotalAssetsBOYAmt
Total Assets EOY$920,567,533TotalAssetsEOYAmt
Total Liabilities BOY$15,271,659TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,484,232TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$829,277,508NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$895,083,301NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Leonard and Beryl Buck Foundation is a charitable trust that was established in 1979 to distribute funds for non-profit charitable, religious or educational activities in Marin county, California.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$49,459,574ExpenseAmt
Grant$48,465,106GrantAmt
DescCollection of income, supervision of investments and disbursement of funds to charitable recipients as directed by the Marin Community Foundation ("MCF"). During fiscal year 2016, new grants awarded from the Buck Trust in support of MCF's Strategic Plan totaled $39.6 million. Grants were made throughout Marin County to support four Strategic Initiatives as well as nine Community Grants areas. The Strategic Initiatives are: closing the educational achievement gap, developing affordable housing, increasing the economic security and upward mobility of poor and low-income individuals and families, and acting as a catalyst for change in efforts to reduce the environmental impacts of climate change. (Continued on Schedule O)Issue areas being supported under the Community Grants areas are immigrant integration, services for older adults, community health, legal services, arts education and community arts, social justice, and access to parks and open space.Desc
Total Program Service Expenses$49,459,574TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4153963737PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 63954AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94163ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtInstitutional TrusteeInstitutionalTrusteeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Wells Fargo Bank NA
Investment Trustee10.00Yes (X)$0$0$0
Marin Community Foundation
Distribution Trustee10.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PriceWaterhouseCoopers LLPBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 514038AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90051ZIPCd
FieldValueIRS element (for citing)
ServicesAccountingServicesDesc
Compensation$129,685CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,006,759TotalRevenueColumnAmt
Unrelated Business Revenue-$207,539UnrelatedBusinessRevenueAmt
Exclusion$21,214,298ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$174,201,052SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$148,807,715SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$25,393,337SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,393,337TotalRevenueColumnAmt
Exclusion$25,393,337ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,400,096TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$207,539UnrelatedBusinessRevenueAmt
Exclusion$46,607,635ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$48,465,106TotalAmt
Program Services$48,465,106ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$95,974TotalAmt
Program Services$47,987ProgramServicesAmt
Management And General$47,987ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$129,685TotalAmt
Program Services$64,843ProgramServicesAmt
Management And General$64,842ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,295,632TotalAmt
Program Services$647,816ProgramServicesAmt
Management And General$647,816ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$467,643TotalAmt
Program Services$233,822ProgramServicesAmt
Management And General$233,821ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$50,454,040TotalAmt
Program Services$49,459,574ProgramServicesAmt
Management And General$994,466ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$41,181,589BOYAmt
EOY$64,656,709EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,362,869BOYAmt
EOY$232,745EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$6,929,722BOYAmt
EOY$5,927,834EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,300,664BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$785,774,323BOYAmt
EOY$849,750,245EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$844,549,167BOYAmt
EOY$920,567,533EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,398,258BOYAmt
EOY$212,288EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$13,873,401BOYAmt
EOY$25,271,944EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,271,659BOYAmt
EOY$25,484,232EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$829,277,508BOYAmt
EOY$895,083,301EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$829,277,508BOYAmt
EOY$895,083,301EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$844,549,167BOYAmt
EOY$920,567,533EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$4,053,944ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$69,934,390NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$74,653PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Marin Community FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN943007979EIN
Organization Type8OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$50,454,040SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$50,454,040SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported Org0MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part IV, Section C, Line 1FormAndLineReferenceDesc
ExplanationThe Leonard and Beryl Buck Foundation ("Foundation") is a supporting organization of MCF. The Foundation is a charitable trust. Pursuant to the terms of the Foundation's formation documents and Court Order, MCF is the Distribution Trustee of the Foundation. As Distribution Trustee, MCF has sole authority to direct the distribution of the Foundation's assets for charitable purposes. Thus, MCF controls the distribution decisions of the Foundation and is able to ensure that the Foundation's assets are used exclusively in furtherance of MCF's charitable purposes.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Alternative Investments$355,924,638F
Collective Bond Funds$71,269,314F
Collective Equity Fund$70,689,944F
Collective Trust Fund$41,957,614F
Common Equities - Domestic$129,712,071F
Common Equities - Foreign$14,466,658F
Mutual Funds - Domestic Equities$119,827F
Mutual Funds - International Equities$165,608,798F
Real Estate / Mineral Interest$1,381F
FieldValueIRS element (for citing)
Total Book Value Securities$849,750,245TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$116,334,486TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$69,934,390NetUnrealizedGainsInvstAmt
Revenue Not Reported$69,934,390RevenueNotReportedAmt
Revenue Subtotal$46,400,096RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$46,400,096TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$50,454,040TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$50,454,040ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$50,454,040TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationThe Buck Trust qualifies as a tax exempt organization under IRC Section 501(c)(3) and is a supporting organization of MCF under the provisions of IRC Section 509(a)(3) and, accordingly, is not subject to an excise tax on net investment income.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,00Partnership Investment.LIST 74 _ 4Neena.Sander@armaninollp.com - 04/26/16 11:12 AM Worksheet Schedul$7,228,001
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium00Partnership Investment.LIST 75 _ 2Neena.Sander@armaninollp.com - 04/26/$9,965,015
North America00Partnership Investment$3,434,943
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$20,627,959SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$20,627,959TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (118 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
10000 Degrees
1650 Los Gamos Drive Suite 110San RafaelCA94903953667812501(c)(3)$1,960,000college access prog., scholarship admin.
Adopt-A-Family of Marin
496 B StreetSan RafaelCA94901680239712501(c)(3)$160,000safety net,disaster preparedness funding
Aim High for High School
PO Box 410715San FranciscoCA941410715943296338501(c)(3)$30,000provide operating support
Ambulatory Surgery Access Coalition
1119 Market Street Floor 3San FranciscoCA941031553943180356501(c)(3)$20,000provide safety net funding
American Society on Aging
575 Market Street Suite 2100San FranciscoCA941052869942292868501(c)(3)$5,000web-based business acument symposia
Bay Area Community Resources
171 Carlos DriveSan RafaelCA949032005942346815501(c)(3)$270,094PreK-3 success, college access & success
Bay Area Legal Aid
1735 Telegraph AvenueOaklandCA94612941631316501(c)(3)$31,513occupancy support at 30 NSP: Suite 170
Beyond Hunger Inc
PO Box 151148San RafaelCA94915943181714501(c)(3)$29,116occupancy support at 30 NSP: Suite 265
Big Brothers Big Sisters of the North Bay Inc
1618 Second StreetSan RafaelCA94901942502278501(c)(3)$150,000technical assistance for merger
Bridge the Gap College Prep
PO Box 1390SausalitoCA94965911930327501(c)(3)$50,000College Access and Success programs
Buckelew Programs
555 Northgate Drive Suite 200San RafaelCA94903237088977501(c)(3)$175,000occupancy support 555 Northgate #100
California Academy of Sciences
55 Music Concourse DriveSan FranciscoCA94118941156258501(c)(3)$22,000Marin County Field Trip Day
California Film Institute
1001 Lootens Place Suite 220San RafaelCA94901942498062501(c)(3)$50,000support a CFI education program
California Poets in the Schools
2131 19th Avenue Suite 203San FranciscoCA94116942977264501(c)(3)$26,950provide student access to the arts
California State Coastal Conservancy
1330 Broadway Suite 1100OaklandCA946122500943164968Not Registered$850,000nature-based climate adaptation approach
Canal Alliance
91 Larkspur StreetSan RafaelCA94901942832648501(c)(3)$1,052,944college access, immigration, safety net
Canal Welcome Center Inc
30 N San Pedro Road Suite 250San RafaelCA94903830485451501(c)(3)$76,312workforce development, digital literacy
Catholic Charities of the Archdiocese of San Francisco
990 Eddy StreetSan FranciscoCA94109941498472501(c)(3)$15,275provide affordable housing
Catholic Legal Immigration Network Inc
8757 Georgia Avenue Suite 850Silver SpringMD20910521584951501(c)(3)$10,000training, assistance for DOJ certificate
Center for Domestic Peace
734 A StreetSan RafaelCA949013923942415856501(c)(3)$210,000shelter, safety net, disaster prepared.
Center for Investigative Reporting
1400 65th Street Suite 200EmeryvilleCA946081020942434026501(c)(3)$10,000MCF San Francisco Advisor Luncheon
Center for Volunteer and Nonprofit Leadership of Marin
65 Mitchell Boulevard Suite 101San RafaelCA94903680101012501(c)(3)$463,250provide core support
Chronicle Season of Sharing Fund
PO Box 44740San FranciscoCA94144943019992501(c)(3)$27,000support the annual campaign in Marin
City of San Rafael
PO Box 151560San RafaelCA949151560946000424Not Registered$50,000support Downtown Streets Team
City of Sausalito
420 Litho StreetSausalitoCA94965Not Registered$5,000provide GHHI Marin Leadership support
Coastal Health Alliance
PO Box 910Point Reyes StationCA94956680172541501(c)(3)$250,223Quality Capacity Building project
Commonweal
PO Box 316BolinasCA949240316942366094501(c)(3)$10,000educational and related services
Community Action Marin
29 Mary StreetSan RafaelCA94901946136365501(c)(3)$170,000SparkPoint, GHHI, safety net, disaster
Community Energy Services Corporation
1013 PardeeBerkeleyCA94710943032388501(c)(3)$5,000provide GHHI Marin Leadership Support
Community Land Trust Association of West Marin
PO Box 273Point Reyes StationCA94956943381744501(c)(3)$500,000acquisition of 21 Calle del Embarcadero
Congregation Rodef Sholom of Marin
170 North San Pedro RoadSan RafaelCA94903946030040501(c)(3)$4,000civic education and skill building trip
Conservation Corps North Bay Inc
27 Larkspur StreetSan RafaelCA94901942831592501(c)(3)$100,000Career Pathways Project
Dance Palace
PO Box 217 503 B StreetPoint Reyes StationCA949560217942460193501(c)(3)$3,500West Marin annual Dia de los Muertos
Dominican University of California
50 Acacia AvenueSan RafaelCA94901941156525501(c)(3)$20,000provide student access to the arts
Dream Corps
1611 Telegraph Avenue Suite 600OaklandCA94612261140201501(c)(3)$205,400#YesWeCode
Ecumenical Association for Housing
22 Pelican WaySan RafaelCA94901941699153501(c)(3)$50,000support healthy aging programs
Eden Housing Inc
22645 Grand StreetHaywardCA94541231716750501(c)(3)$250,000Mission Plaza predevelopment costs
Enriching Lives Through Music
150 Locust AvenueLarkspurCA94939463586448501(c)(3)$47,000provide student access to the arts
Episcopal Senior Communities
2185 N California Boulevard SuiteWalnut CreekCA94596946130471501(c)(3)$45,000Home Delivered Grocery Program575
Fair Housing Advocates of Northern California
1314 Lincoln Avenue Suite ASan RafaelCA94901680087976501(c)(3)$50,000support advocacy for fair housing
Family and Childrens Law Center
30 North San Pedro Road Suite 245San RafaelCA94903680072378501(c)(3)$133,122family law services for low-income
Giants Community Fund
24 Willie Mays PlazaSan FranciscoCA94107943200061501(c)(3)$1,000provide operating support
Golden Gate National Parks Association
Building 201 Third Floor Fort MasonSan FranciscoCA941231308942781708501(c)(3)$50,000Mt Tam Science Symposia, Trails ForeverMason
GracePointe Faith Church
110 W American Canyon Road Suite L4American CanyonCA94503462812047Not Registered$25,000provide operating support175
Grantmakers Concerned With Immigrants and Refugees
PO Box 1100SebastopolCA954731100202559651501(c)(3)$25,000California Immigrant Integration Initiat
Green & Healthy Homes Initiative Inc
2714 Hudson StreetBaltimoreMD21224521786577501(c)(3)$157,000Marin Program Coordinator position
Greenwood School
17 Buena Vista AvenueMill ValleyCA94941680310759501(c)(3)$350provide operating support
Habitat for Humanity Greater San Francisco Inc
500 Washington Street Suite 250San FranciscoCA941112947943088881501(c)(3)$25,000support Framing the Future
Homeward Bound of Marin
1385 North Hamilton ParkwayNovatoCA94949680011405501(c)(3)$610,000safety net,disaster preparedness funding
Housing Authority of the County of Marin
4020 Civic Center DriveSan RafaelCA949034173946002988Not Registered$135,000Golden Gate Village Revitalization
Huckleberry Youth Programs Inc
3310 Geary BoulevardSan FranciscoCA94118941687559501(c)(3)$125,000Huckleberry Wellness Academy - Marin
Immigrant Legal Resource Center
1663 Mission Street No 602San FranciscoCA94103942939540501(c)(3)$25,500immigration legal technical assistance
Jessicas Haven and Rescue
4240 Redwood HighwaySan RafaelCA94903320412543501(c)(3)$2,840provide operating support
Jewish Family and Children's Services
PO Box 159004San FranciscoCA94115941156528501(c)(3)$50,000support programs for older adults
Legal Aid of Marin
30 North San Pedro Road Suite 220San RafaelCA94903941419330501(c)(3)$230,523legal services for very low-income
Lifehouse
899 Northgate Drive Suite 500San RafaelCA949033667946050196501(c)(3)$150provide operating support
Lifelong Medical Care
PO Box 11247BerkeleyCA94712942502308501(c)(3)$55,000LifeLong Marin ADHC Capacity Building In
Lilypad Homes
7250 Redwood Boulevard Ste300NovatoCA94945474019721501(c)(3)$205,850support a flexible housing initiative
Literacyworks
625 Second Street Suite 107PetalumaCA94952943396412501(c)(3)$60,000increase family literacy in Marin
Marin Academy
1600 Mission AvenueSan RafaelCA94901941186189501(c)(3)$5,000provide operating support
Marin Advocates for Children
30 North San Pedro Road Suite 275San RafaelCA949034133680170143501(c)(3)$40,638provide occupancy support
Marin Center for Independent Living
710 Fourth StreetSan RafaelCA949013213942605669501(c)(3)$70,000accelerate business acumen in healthcare
Marin Child Care Council
555 Northgate Drive Suite 105San RafaelCA949033680942605281501(c)(3)$1,490,000HEAL, child care, and consultant program
Marin City Community Development Corporation
441 Drake AvenueMarin CityCA94965942657360501(c)(3)$245,000trade & education programs
Marin City Health and Wellness Center
630 Drake AvenueMarin CityCA94965061787661501(c)(3)$225,000quality healthcare and Park RX programs
Marin Community Clinic
1177 East Francisco Boulevard SuiteSan RafaelCA94901942237120501(c)(3)$150,000improve population health outcomesB
Marin Community College District Kentfield
835 College AvenueKentfieldCA94904680194359Not Registered$100,000Institute for Excellence, college access
Marin Community Foundation
5 Hamilton Landing Suite 200NovatoCA94949943007979501(c)(3)$10,455,488support MCF Strategic Plan grantmaking
Marin County Free LibraryMarin County
3501 Civic Center Drive Room 414San RafaelCA94903946000519Not Registered$100,000replace and customize a vehicle to serve
Marin County Office of Education
PO Box 4925San RafaelCA949134925946022431Not Registered$1,223,605PreK-3, college, community partnerships
Marin Court Appointed Special Advocates
1401 Los Gamos Suite130San RafaelCA94903815047208501(c)(3)$50,000support start-up operations
Marin Horizons School
305 Montford AvenueMill ValleyCA94941942427732501(c)(3)$40,000Marin City Community Partnership School
Marin Interfaith Council
1510 Fifth AvenueSan RafaelCA94901680029475501(c)(3)$90,000provide program support
Marin Link Inc
5800 Northgate Drive Suite 250San RafaelCA94903200879422501(c)(3)$25,252Marin Asian Advocacy Project
Marin Museum Society Inc
PO Box 864NovatoCA949480864237296514501(c)(3)$500provide operating support
Marin Performing Stars
271 Drake AvenueMarin CityCA949651255943136030501(c)(3)$75,000sustainability plan and implementation
Marin Senior Coordinating Council Incorporated
930 Tamalpais AvenueSan RafaelCA949013325941422463501(c)(3)$160,000safety net,disaster preparedness funding
Marin Shakespeare Company
PO Box 4053San RafaelCA94913680201240501(c)(3)$47,000provide student access to the arts
Marin Theatre Company
397 Miller AvenueMill ValleyCA949412800237018125501(c)(3)$47,000provide student access to the arts
Mark Day School
39 Trellis DriveSan RafaelCA94903942598891501(c)(3)$500provide operating support
Naturebridge
28 Geary Street Suite 650San FranciscoCA94108942145930501(c)(3)$63,056Environmental Literacy and Learning
Next Generation Scholars Inc
1018 E StreetSan RafaelCA949012823261110584501(c)(3)$100,000College Access and Success programs
Novato Human Needs Center
1907 Novato BoulevardNovatoCA94947942213483501(c)(3)$210,000safety net,disaster preparedness funding
Novato Unified School District
1015 Seventh StreetNovatoCA94945680112169Not Registered$630,444student support and success
Novato Youth Center
680 Wilson AvenueNovatoCA949473825941735064501(c)(3)$107,000strategic plan, move clinic, NHNC merger
OneJustice
433 California Street Suite 815San FranciscoCA94104942589423501(c)(3)$24,154strategic advising for pro bono network
Parent Institute for Quality Education Inc
3260 Blume Drive Suite 310RichmondCA94806330259359501(c)(3)$90,000College Access and Success programs
Parent Services Project Inc
79 Belvedere Street Suite 101San RafaelCA94901680169962501(c)(3)$200,000PreK-3 early school success
Performing Arts Workshop Inc
1661 Tennessee Street Unit 3-0San FranciscoCA94107941614596501(c)(3)$22,000provide student access to the arts
Planned Parenthood Shasta Diablo Inc
2185 Pacheco StreetConcordCA94520941575233501(c)(3)$50,000support Acts of Courage
Resources for Community Development
2220 Oxford StreetBerkeleyCA94703942952466501(c)(3)$270,000Victory Village property acquisition
Ritter House
PO Box 3517San RafaelCA94912942675517501(c)(3)$350,500healthcare servces, housing for homeless
Rotacare Bay Area Inc
514 Valley WayMilpitasCA95035770328723501(c)(3)$20,000provide safety net funding
San Geronimo Valley Arts Center
PO Box 194San GeronimoCA949630194237172128501(c)(3)$221,508Deepening Roots Campaign, safety net
San Rafael High School District
310 Nova Albion WaySan RafaelCA94903680194358Not Registered$657,500PreK-3 early school success
Sausalito Marin City School District
200 Phillips DrSausalitoCA949651654680194364Not Registered$87,433PreK-3 early school success
Schurig Center for Brain Injury Recovery
1132 Magnolia AvenueLarkspurCA94939680105213501(c)(3)$30,000marketing and development outreach
SF-Marin Food Bank
900 Pennsylvania AvenueSan FranciscoCA94107943041517501(c)(3)$330,000Food from the Bar, safety net, disaster
Shoreline Unified School District
10 John StreetTomalesCA94971680194632Not Registered$219,910close achievement gap for students
Silicon Valley Community Foundation
2440 West El Camino Real Suite 300Mountain ViewCA940401498205205488501(c)(3)$25,000support the Innovation Conference
St Vincent de Paul Society of Marin County
PO Box 150527San RafaelCA94915941207701501(c)(3)$260,000safety net,disaster preparedness funding
Strategic Energy Innovations
899 Northgate Drive Suite 410San RafaelCA94903680404081501(c)(3)$5,000Advisory Committee leadership for Marin
Sunny Hills Services
300 Sunny Hills DriveSan AnselmoCA949601995941156301501(c)(3)$46,739substance use treatment for youth
Trout Unlimited
PO Box 6016San RafaelCA94903742047347501(c)(3)$5,000recognize work done in Marin classrooms
Trust for Conservation Innovation
405 14th Street Suite 164OaklandCA946122705912166435501(c)(3)$75,500healthy-eating programs for older adults
United Way of the Bay Area
550 Kearny Street Suite 1000San FranciscoCA94108941312348501(c)(3)$25,000Rise Together initiative to cut poverty
Unity in Marin
600 Palm DriveNovatoCA94949946172989501(c)(3)$1,000provide operating support
Veteran's PATH
PO Box 1408San RafaelCA94915474428490501(c)(3)$1,025provide operating support
West Marin Community Services
PO Box 1093Point Reyes StationCA94956680197586501(c)(3)$50,000provide safety net funding
West Marin Senior Services
PO Box 791Point Reyes StationCA949560791510192320501(c)(3)$160,000safety net,disaster preparedness funding
Young Imaginations
4340 Redwood Highway F156San RafaelCA94903680144085501(c)(3)$37,000provide student access to the arts
Youth in Arts
917 C StreetSan RafaelCA94901942178597501(c)(3)$32,000provide student access to the arts
Youth Leadership Institute
940 Howard StreetSan FranciscoCA94103680184712501(c)(3)$5,000development of a new youth initiative
YWCA of San Francisco
940 Powell StreetSan FranciscoCA94108940997420501(c)(3)$275,128FiftyPlus Employment Support Program
Zero Breast Cancer
30 N San Pedro Road Suite 160San RafaelCA94903680386016501(c)(3)$14,880occupancy support at 30 NSP: Suite 160
Alcohol Justice
24 Belvedere StreetSan RafaelCA94901680152770501(c)(3)$1,220,171Major Project support
Buck Institute for Research on Aging
8001 Redwood BoulevardNovatoCA94945943030609501(c)(3)$6,100,857Major project support
Buck Institute for Education
3 Hamilton Landing Suite 220NovatoCA94949680160429501(c)(3)$813,448Major Project support
FieldValueIRS element (for citing)
Total501c3 Org118Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationMCF, as Distribution Trustee, is responsible for selecting grant recipients on behalf of the Foundation. To qualify for a grant distribution from the Foundation, the grantee must satisfy the Foundation and MCF's due diligence requirements. This process includes making an independent investigation of the prospective grantee to establish that it is currently classified as exempt under IRC Section 501(c)(3). The prospective grantee must also have the capacity to fulfil the terms of the grant and be willing to furnish MCF with evaluative reports. Three of the grantees: the Buck Institute for Research on Aging, Alcohol Justice, and The Buck Institute for Education, receive annual grants pursuant to court order. The Foundation closely monitors these grantees to ensure they are qualified to receive grants.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bForm 990 is provided to the trustees of the organization for review.
Form 990, Part VI, Section B, line 12cEach Co-Trustee of the Foundation has in place a Conflict of Interest Policy which governs its internal activities and which requires all employees of such Co-Trustee to disclose any potential or actual conflict. Such Conflict of Interest Policies incorporate provisions which would require the employees involved in managing the Foundation to disclose conflicts with respect to the Foundation.
Form 990, Part VI, Section C, line 19Governing documents, conflict of interest policy and financial statements are available upon request.
Form 990, Part XII, Line 2c:The process has not changed from the prior year.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Marin Community FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 Hamilton Landing Ste 200AddressLine1Txt
CityNovatoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94949ZIPCd
FieldValueIRS element (for citing)
EIN943007979EIN
Primary ActivitiesGrantmakingPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status8PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd