for public inspection f]led - s. d. bechtel, jr. foundation

¡o'r 990-PFDepartmenl of the Treasurylnternal Revenue Seryice

FOR PUBLIC INSPECTIONF]LED PURSU.A}IT TO NOTICES 2OO4-35 AND 2004_36

Return of Private Foundationor Sect¡on 4947(aX1) Trust Treated as Pr¡vate Foundation

> Do not enter Social Secur¡ty numbers on this form as it may be made publ¡c.> lnformation about Form 990-PF and its separate instuctions is aly¡t¡¡1¡¡-j6.¿6v/formgg1lf.

I OMB No. 1545-0052

Æ

lnitial return

Final return

Address chan

H Check type of organization: Section 50

l-_-] Section 4947 n0 charitable tru

I Fair markel value of all assets at end of year

(from Part ll, coL (c), line 16)

>$ 42]- ,626 ,337 .nue

For calendar year 2013 or tax year beginning

Name of foundation

S.D. BECHTEL .fR. FOT'NDATIONNumber and street (or P O box numb€r if mail ¡s not delivered to street addres)

P.O. BOX 193809City or town, state or province, country, and ZIP or foreign postal code

SAT{ FRÃNCISCO cA 94LL9-3809G Check all that apply:

, and ending

lnitial return of a former public charity

Amended return

l--l Nure.private foundation

taxable foundatio n

Employer identification number

20-37 59208B Telephone number

( 41_s ) 284-867 0C I exernption appl¡cation is pending, check here - -Þ

D 1. Foreign organizations, check here . .. >2. Foreign organizations meeting the 85% test. -check"here"andattachcompu"tation >

E lf private foundation status was terminated

under section 507(bX1XA), check here ..ÞF lf the foundation is in a 60-month lermination-

under section 507(bX1XB), check here >L-l

Disbursêmêntsfor

(æsh

3 476 024.

69 ,777,752.

Form 990-PF (2013)

FOUNDATTO BECHTEL1

1(c)(3) exempt

st f_l other

(The total of amounts in columnsnecesstrily equal the amounts ¡n

nses(c), and (d) may not

(a).)

oco,

0)É.

oooÊoctxlrJo.z(!

.9

.EEttÞcoE)c(!L(,o.o

10-1 0- 13 LHA For Paperwork Reduction Act Notice, see instructions

1S.D. BECHTEL, .JR

Room/suite

J Accounting method:

l--l Otne, (specify)

(Part l, column (d) must be on cash ôasrsJ

AccrualCash

PaÉ I | 4narys (a) Revenue andexpenses per books

(b) Net investmenttnc0me

(c) Adjusted nettnc0me

r00,556,764. N/À

4 ,L87 ,453. 4,564,2T2.

L3 ,22't ,42rJ .

'L5,L92,óöL.

2,77 5,107. 899 ,991.L20.746.744. 18 .657 .084.

Contributions, gifts, grants, etc., received

cnecr )f-l if thef0undation isnolrequiredt0 attach sch B

lnterest on sav¡ngs and temporarycash investments

Dividends and interest from securities

5a Gross rents

b Net rental income or (loss)

6â net gain or (loss)from sale of assets not on line 10

h Gross sales pr¡cefor allu assets on l¡ne 6a

Capital ga¡n net ¡ncome (from Part lV, l¡ne 2)

. - Gross sâls less rêturnsl0â and allowances

b Less: Cost of goods sold

e Gross profit or (loss)

11 Other income

12 Total. Add lines 1 throu

Net short-term capital gain

lncome modifications

7

II

352 ,928 . '19 ,954.L ,'tru , 446 . 6E,9E1.

394,516. 20 ,976.22,068. L24.69 , 325. U

947,794. 434 ,27 3 .

l-,305,L45. '12 , 46'l .2U ,65't . U

L69 ,T82. 8 ,364.38,456. 1,7 45.

2 ,323 , 910 . L,712,185.

7 ,37 4 ,427 . 2 ,399,069.'t't , uLz ,29L .

84.386.718.

't3

14

15

16a

b

c

17

18

19

20

21

22

23

24

25

26

Compensation of off¡cers, directors, trustees, etc - -

Other employee salaries and wages ..

Pension plans, employee benefits

Lesalfees .... .. .. S-TÌ"ÍT...3..Accountingfees .. ST.MT...4 .

Otherprofessionalfees .. $T.MT.. 5lnterest

Taxes STMT 6Depreciation and depletion

0ccupancy

Travel, conferences, and meetings

Printing and publicat¡ons .. . ..Otherexpenses ..S-TlfT7Total operating and adminiskative

expenses. Add lines 13 through 23

Contributions, gifts, grants paid

Total expenses and disbursements.

Add lines 24 and 25 2,399,069.

36, 3 60 ,026.T6,258,015.

27 Subtract line 26 from line 12:

t Excess of revenue over expenses and disbuFements

b Net investment income (l negative, enter -o-)

c enter N/A

1550LL02 099815 BECHTEL 20L3.04030

Beg¡nn¡n0 01 year

(a) Book Value (b) Book Value

35,204,807 . 'lz,ó JU, ub1.

L3 ,525 ,258. 3,347 ,676.

344 ,'t 46 . 156,1'l1.

22,498,097. 35,340,204.L,L't 1,995. 0.

264 ,9U4 ,628 . 30E,23L,2L7 .

0 265 ,rL6.1,9UU,U't't . 1,455 ,U92.

2 Savings and temporary cash investments

3 Accounts receivable Þ 3Less: allowance for doubtful accounts Þ

Less: allowance for doubtful accounts Þ5 Grants receivable

6 Receivables due from officers, directors, trustees, and other

disqualified persons

7 ühernolesandloansreceivable .. .... >Less: allowance for doubtful accounts Þ

I lnventories for sale or use

I Prepaid expênses and deferred charges

10a lnvestments - U.S. and state government obligations

b lnvestments-corporatestock S-TIIT 10c lnvestments - corporate bonds . . .. . ..S-T.MT. . 1L

11 lnvestments-land,b[¡ld¡ngs,andequipment:bas¡s ..>Less:accumulateddeprec¡alion . . ....>

12 Investments - mortgage loans

13 lnvestments - other

16 Total assets (to be completed by all filers - see the

instructions. Also. see oaoe f. item 1)

28s 773.

347

4 Pledges receivable Þ

basis Þ14 Land, buildings, and equipment:

Less: accumulated deprecìalion ... .. .. .

15 Other assets (describe Þ

1 Cash - non-interest-bearing

STMT L2

339 ,549.608. 42L .626 ,337 .590 ,799. L,'lö4,62L.

u3, bu6,'t2u. 94,336,590.17

10

19

20

21

Accounts payable and accrued expenses ..

Grants payable

Deferred revenue

Loans from off¡cers, direclors, trustees, and other disqualif¡ed peFons

l\ilortgages and other notes payable

23 Total liabilities (add lines 17 throuoh 22)

22 1Ther liabilities (describe Þ

84,L99. s19. 96 ,L2L .2LL .

253,961_,650. 324,548,759.l_,388,439. 956 ,967 .

255,350,089. 325,505,L26.

Foundations that follow SFAS 1 17, check here > I X I

and complete lines 24 through 26 and lines 30 and 31.

Unrestricted

Temporarily restricted .. . ... ..

Permanentlyrestricted .. .. .. ..Foundations that do not lollow SFAS 1 17, check here

and complete lines 27 through 31.

Capital stock, trust principal, or current funds .. ,.

Paid-in or capital surplus, or land, bldg., and equipment fund

Retained earnings, accumulated income, endowment, or other funds

Total net assets or fund balances

31 Total liabilities and net assetslfund balances

>E27

2g

29

30

24

25

26

339 ,549.608. 42L,626 .337 .

S.D. BECHTEL 'JR. FOUNDATION

Part ll BalanCe ShegtS Attactìed schedules and am0unts in the descr¡pli0n-- column sh0uld bef0rend-0f-yearam0unts0nly.

PaÉ lll Analysis of Changes in Net Assets or Fund Balances

l Total netassetsorfundbalancesatbeginningofyear-Partll,column(a), line30

(must agree with end-of-year figure reported on prior year's return)

2 Enteramountfrom Part I,line27a

3 Other increases not included in line 2 (itemize) Þ4 Add lines 1,2,and3

5 Decreases not inciuded in line 2 (itemize) Þ6 Total net fund balances at end of

3235 1 1

10-10-13

20-37s9208End of year

2

ut

oøø

oí)

=.o.g

(c) Fair lVìarket Value

3,347 ,676.

265 1_1_6.

42L 626 337 .

øoosGottcl!Loo(,øtt

(¡)

z

255,350,089

SEE STATEMENT 8

SEE STATEMENT 9mn

Form 990-PF (2013)

22OL3.O4O3O S.D. BECHTEL, ,JR. FOUNDATIO BECHTELI-

1

2

3

4

5

6

1550LL02 099815 BECHTEL

4

tDt ñ0w acoutreo' Þ - PurchäseD - Donation

(c) Date acquired(m0., day, yr.)

(f) Depreciation allowed(or allowable)

(s)pl

Cost or other basisus expense of sale

(j) Adjusted basisas of 12l31/69

(k) Excess of col. (i)over col. (j), if any

2

3

Form 990-PF S.D. BECHTEL .JR. FOI'NDATTONax on

(a) List and describe the kind(s) of property sold (e.9., real estate,2-story brick warehouse; or common stock, 200 shs. MLC Co.)

ÀL FUND DI IBUTI

(e) Gross sales price

0 r assets c0 mn an 0n

(i) F.lVì.V. as of 12l31/69

20-37s9208 3

(d) Date sold(m0., day, yr.)

1a

b

c

d

(h)Gain or (loss)(e)plus (f)minus (g)

(l)Gains (Col. (h) gain minuscol. (k), but not less than -0-) or

Losses (from col. (h))

f tt gain, also enter in Part l, line 72 Capital gain net income or (net capital loss) \ lt ltoss¡, enter -0- in Part l, line 7

3 Net short-term capital gain or (loss) as defined ¡n sections 1222(5) and (6):

lf gain, also enter in Part l, line 8, column (c).

13 188 8s4.

tn

on(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

lf section 4940(dX2) 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?

lf"Yes," the foundat¡on does not qualify under section 4940(e). Do not complete this part.

tf N A

f_l væ lXl ruo

1 Enter the appropriate amount in each column for each year; see the instructions before making any entries.

Calendar tax

2012

2011

2010

2009

2008

ratiocol.

.657 977

.131595

3s4 L27 49s.

46 501 408.

L62 s80.

46 763 988.

69 ,77L ,7 52 .

2

3

4

5

6

7

Total of line 1, column (d) .

Average distribution ratio for the S-year base period - divide the iotal on line 2 by 5, or by the

the foundation has been in existence if less than 5 years .. .. .. ., ..

Enter the net value of noncharitable-use assets for 2013 from Part X, line 5

Multiply line 4 by line 3 .

Enter 1% of net investment income (1% of Part I, line 27b)

Add lines 5 and 6

number of years

I Enter qualifying distributions from Part Xll, line 4 . ..

lf line 8 is equal to or greater than line 7, check the box in Part Vl, line 1 b, and complete that part using a 1% tax rate.See the Part Vl inslructions.

(b)Adjusted qualifying distributions

(c)Net value of noncharitable-use assets

Distribr(col. (b) divir

6L ,'134 ,495 .34,8L6 ,L73.

307 ,456,563.277 ,367 ,302.

34,396,663. 230,875,750.26 ,6'l 4 , ULZ .L2 ,226 ,7 63 .

2rJ5,510,769.235,529,99L.

2

3

4

5

6

7

I

323521 10-10-13

32OL3.O4O3O S.D. BECHTEL, .JR

Form 990-PF (2013)

FOUNDATIO BECHTEL11550LL02 099815 BECHTEL

Form 990-PF

on ,ol1a Exempt operating foundations described in section 4940(dX2), check here > and enter "N/4" on line 1

Date of ruling or determlnation letter: (attach copy of letter if necessary-see instructions)

b Domestic foundations that meet the section 4940(e) requirements in Pafi V, check here > E and enter 1%

of Part I, line 27b

c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enher 4% of Part I, line 12, col. (b).

2 Taxundersection5ll(domesticsect¡on4947(aX1)trustsandtaxablefoundationsonly.othersenter-0-)......

3 Add lines 1 and 2

4 Subtitle A (income) iax (domestic seciion 4947(a)(1) trusts and taxable foundations only. Others enter -0-)

5 Taxbasedoninvestmentincome.Subtractline4fromline3. lfzeroorless,enter-0-

6 Credits/Payments:

a 2013 estimated tax payments and2012 overpayment credited to 2013 6a L37,623.b Exempt foreign organizations - tax withheld at source

e Tax paid with aþplication for extension 0f time to file (Form 8868)

d Backup withholding erroneously withheld

7 Total credits and payments. Add lines 6a through 6d

8 Enteranypenaltyforunderpaymentof estimatedtax.CheckherelXl tForm2220isattached

9 Tax due. lf the total of lines 5 and I is more than line 7, enter amount owed

10 Overpayment. lf line 7 is more than the total of lines 5 and 8, enter the amount overpaid

1 1 Enter the amount of line 10 to be: Credited to 2014 estimated tax 043. R efu n ded

1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it pafiicipate or intervene in

any political campaign? ... .

b Diditspendmorethan$l00duringtheyear(eitherdirectlyorindirectly) forpolitical purposes(seeinstructionsforthedefinition)?

lf the answer ¡s "yes " to 1a or 1b, attach a detailed description of the activities and copies of any mater¡als published ordistributed by the foundation in connection with the activities.

c Did the foundation file Form 1 120-P0L for this year? ..

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) Onthefoundat¡on. > $ 0. (2)Onfoundationmanagers.) $ 0.e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation

managers.Þ g 0.Has the foundation engaged in any activities that have not previously been repofted to the IRS?

lf "Yes," attach a detailed description of the activ¡t¡es.

Has the foundation made any changes, not previously reported to the lRS, in its governing instrument articles of incorporation, or

bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes

Did the foundation have unrelated business gross income of $1,000 or more during the year?

lf "Yes," has it filed a tax retu rn on Form 990-T for th is year?

Was there a liquidation, termination, dissolution, or substaniial contraction during the year? ..

lf "Yes," attach the statement required by General lnstruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

. By language in the governing instrument, or

o By state legislaiion that effectively amends the governing instrument so that no mandatory directions that conflict with the state law

remain in the governing instrument?

Did the foundation have at least $5,000 in assets at any time during the year? /f "yes, " comptete Pañ ll, col. (c), and Paft XV

S . D. BECHTEI, iTR. FOUNDATION 20-37s9208- see

4

162,580.

0.

247 623.

x

2

3

4a

b

5

6

7

x

x

8a Enter the states to which the foundation reports or with which it is registered (see instructions) ÞCA,DE

b lf 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? lf "No," attach explanation

I ls the foundation claiming status as a private operating foundation within the meaning of section 4942(jX3) or 4942UX5) for calendar

year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)? lf "Yes," complete Paft XIV

10 Did become substantial contributors the tax attach a schedule their names and addresses

32353110-1 0- 13

x

rorm 990-PF (zols)

4S.D.

1

2

3

4

5

6b

6c 110,000.6d

7

II10

11

Yes1a

1b

1c

2

3

4a x4h x5

6 x7 x

8b x

I10

1550LL02 099815 BECHTEL 20t3.04030 BECHTEL, ,JR. FOUNDATIO BECHTEI,I

11

12

13 x

Form 990-PF S.D. BECHTEL JR. FOI'NDATIONn

At any time during the year, did the foundation, directly or indirectly, own a controlled entity wiihin the meaning of

section 512(b)(13)? lf'Yes," attach schedule (see instructions) ..

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?

lf'Yes," atiach statement (see instructions) ..

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Websiie address Þ N/A

20-37 s9208 5

11

12

13

x

x

14 The books are in care of Þ CONTROITITER Telephone no.Þ ( 415 ) 284-8689Locatedat>199 sco CA ztP+a )94L05

15

16

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 .. .. ..

At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over a bank,

securities, or other financial account in a foreign country?

See the instructions for exceptions and filing requirements for Form TD t 90-22.1. lf "Yes," enter the name of the foreign

u

File Form 4720 il any item is checked in the "Yes" column, unless an exception appl¡es.

1 a During the year did the foundation (either directly or indirectly):

(1) Engaqe in the sale or exchange, or leasing of property with a disqualified person?

(2) Borrowmoneyfrom, lendmoneyto,orotherwiseextendcreditto(oracceptltfrom)

a disqualified person?

Furnish goods, services, or facilities to (or accept them from) a disqualified person?

Pay compensation to, or pay or reimburse the expenses of, a disqualified person?

>L-lN/A

16 x

x

No

l--l yes lXl to

(3)

(4)

(5)

FREE RENT

rRC sEC 4941(d) (2) (E)

Yes

Yes

Yes

lxl toNo

No

Transfer any income or assets to a disqualified person (or make any of either availablerREAs REG sEc s3 4e41 (d) -3 (c) (2) EX1

for the benefit or use of a disqualified person)? . .. l--l yes lXl Ho

(6) Agree to pay money or property to a government ofiicial? (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.) f_-] y.t I X-l Ho

b lf any answer is "Yes" to 1a(1 )-(6), did any of the acts fail to qualify u nder the exceptions described in R eg u lations

sectìon 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)?

Organizations relying on a current notice regarding disaster assistance check here > Ec Did the foundation engage ln 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 2013?...

2 Taxesonfailuretod¡stributeincome(section4942) (doesnoiapplyforyearsthefoundationwasaprivateoperatingfoundation

defined in section 4942(jX3) or 4942(j)(5)):

a At the end of tax year 2013, did the foundation have any undistributed income (lines 6d and 6e, Part Xlll) for tax yea(s) beginning

f-l yr. E tobefore 2013?

lf "Yes," list the years Þb Are there any years listed in 2a for which the foundation ¡s not applying the provisions of section 4942(a)(2\ (relating to inconect

valuation of assets) to the year's undistr¡buted income? (lf applying section 4942(aX2) to all years listed, answer"No"and attach

statement - see instructions.) ..

c lf theprovisionsof section 4942(a)(2)arebeingappliedto anyof theyearslistedin2a, listtheyearshere.

3a Did the foundation hold more than a2o/o di'recl or indirect interest in any business enterprise at any time

duringtheyear? ...... l--l y.r lxl ruo

b lf "Yes,"didithaveexcessbusinessholdingsin20l3asaresultof (1)anypurchasebythefoundationordisqualifiedpersonsafter

l\4ay 26, 1969; (2) the lapse of the S-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose

of holdings acquired by giftor bequest; or (3)the lapse ofthe 10-, 15-, or 2O-yearfirst phase holding period? (Use Schedule C,

Form4T20,todetermineif thefoundationhadexcessbuslness hotdingsin2013.) .. . .....N/.4 .

4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 before the first of the tax be nn in 2013?

x

x

N/A

323541t0-10 13

14091113 099815 BECHTEL

xrorm 990-PF lzots¡

52OL3.O5OOO S.D. BECHTEL, .JR. FOUNDATIO BECHTEL1

Yes

'tb

1c

2b

3b

4a

4b

ng

5b

6b

7b

Form 990-PF S.D. BECHTEL .fR. FOT'NDATION

5a During the year did the foundation pay or incur any amount to;

(1) Carry on propaganda, or otherwise attempt t0 influence legislation (section 4945(e))?

(2) lnfluence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly,

any voter registration drive?

(3) Provide a grant to an individual for travel, study, or other similar purposes?

(4) Provideagranttoanorganizationotherthanacharitable,etc.,organizationdescribedinsection

509(aX1), (2), or (3), or section 4940(dX2)?

(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for

the prevention of cruelty to children or animals? .. .

b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?

lf "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?

btf " dld the foundation receive ceeds or have net income attributable to the transaction?

20-37 59208 6(continued)

f_l Yæ lXl Ho

Yes I Xl No

Yes lXl No

lf 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)?

Organizations relying on a current notice regarding disaster assistance check here

c lftheansweris"Yes"toquestion5a(4),doesthefoundationclaimexempt¡onfromthetaxbecauseiÎmaintained

expenditure responsibility for the grant? N/ A/f "yes," attach the statement requ¡red by Regulations section 53.4945-5(d).

6a Did the foundation, during the year, receive anyfunds, directly or indirectly, to pay premiums on

a personal benefit contract? ..

Yes lX-l No

Yes E Ho

N/A>E

Yes f_l No

f_-] y.r IXI ruo

Yes lXl No

x

Information About Officers, Directors, Trustees, Foundation Managers, HighlyPaid Employees, and Contractors

1 List all ofiicers, diréctors, trustees, foundation managers and their compensation

(a) Name and address

EE STATEMENT

2

(a) Name and address of each employee paid more than $50,000

m!, I

KIBBE FREMONT STREET,

SA¡ü FRÀNCTSCO, CA

,]OYA BÀIïER,fEE

number of other e 0ver

32355110- 10- 13

(e) Expenseaccount.otner

allowahces

none, enter

0.

0.

0

0.

0.TREET,

0.

Form 990-PF (2013)

62OL3.O4O3O S.D. BECHTEL, ,JR. FOUNDATIO BECHTEL1

fbì Title. and averaoehòuis oei week devoled

io position

(c) 00mpensat¡on(lf not paid,enter -0-)

(dl Conlribulions 1o

emolovee benelit olâns' åiìd deferedcomoensalion

325,800. 27 ,L28.

(c) Compensationto

of five on

97 ,939. L4,477.IONTROLLER

24.00DIR ORG EFFEC

20.00TIVENES

99,583. LL,206.PROGRÄM DIREC

16.00TOR

92,063. t6 ,797 .PROGR.AM OFFIC

20.00 83,500.ER

7 ,907 .PROGRÄM OFFIC

20.00 82,000.ER

7 ,608.

1550Lt02 099815 BECHTEL

S . D. BECHTEI-., .JR. FOI'NDATION 20-37 59208 7

lnformation About Officers, Directors, Trustees, Foundation Managers, HighlyPaid Employees, and ContÍactors þonîinued)

3 Five highest-paid independent contractors for professional services, lf none, enter "NONE,"(a) pers0n m0re

ITE DEIiIVER

LtP ITAL MALL,

number of others 0ver servrces ..

ryList the foundation's four largest direct charitable activities during the tax year. lnclude relevant statistical information such as thenumber of organizations and other beneficiaries senued, conferences convened, research papers produced, etc.

for

(c)

270 ,305.

L27 ,32L.

110 000.

LO3 ,LAL.

57 938.

Expenses

1

2

3

4

Su of ram-Related Investmentspr0gram-re

All other program-related investments. See instructions.

3

32356110-10-13

rorm 990-PF lzots¡

720L3. O4O3O S.D. BECHTEL, ,JR. FOUNDATIO BECHTEL1

n s tax year on

2

fb) Type of service

]ONSULTING SERVICES

]ONSULTING SERVICES

IIIVESTMENT ADVISORS

& ADVTS

ONSUI,TING SERVICES

1550LL02 099815 BECHTET,

Form 990-PF

Fair market value of assets not used (or held for use)

Average monthly fair market value of securities

Average of monthly cash balances

Fair market value of all othér assets

Total (add lines 1a, b, and c) .. ..

directly in canying out charitable, etc., purposes:

S.D. BECHTEL .fR. FOUNDATION 20-37 59208 Pase I

MinimUm lnveStment RetUrn (All domestic foundations must complete this part. Foreign foundations, see instructions.)

1

îb

c

d

L62,580.

325 661 552.

0

188 02L.

69,77L,752.

L62 s80.

e Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) ..

Acquisition indebtedness applicable to Iine 1 assets .. ..

Subtract line 2 from line 1d

1e

Cash deemed held for charitable activities. Enher 1 112% of line 3 (for greater amount see instructions)

Netvalue of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on PartV, line 4

Minimum investment return. Enter 5% of line 5

Distributable Amount (see instructions) (Section 4942(jX3) and (jX5) private operating foundations and cerlain

foreign organizations check here > l--l and do not complete this part.)

I Minimum investment return from Part X, line 6 ..

2a Tax on investment income for 2013 from Paft Vl, line 5 ,, 2¡b lncome taxfor 2013. (This does not include thetaxfrom PartVl.)

c Add lines 2aand2b

Distributable amount before ad justments. Subtract line 2c from line

Recoveries of amounts treated as qualifying distributions

Add lines 3 and 4

Deductjon from distributable amount (see instructions)

Distributable amount as Subtract line 6 from line 5. Enter here and on Part Xll line 1

Qualifying Distributions (see instructions)

0

3

4

5

6

7

1

a

b

2

3

a

b

4

5

6

Amounts paid (including administrative expenses) to accomplish chariiable, etc., purposes:

Expenses, contributions, gifts, etc. - total Írom Part l, column (d), line 26 ...Program-related investmenls - total from Part lX-B

Anrounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes

Amounts set aside for specific charitable projects that satisfy the:

Suitabil¡ty test (prior IRS approval required) .....

Cash distribution test (attach the required schedule) .....0ualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part Xlll, line 4

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b . .

Adjusted qualifying distributions. Subtract line 5 from line 4

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.

1a

1b

1c

1d

2

3

4

5

ù

1

2h

2c

3

4

5

6

7

1a

1b

2

3a

3b

4

5

6

32357 1

10-10-13

1550LL02 099815 BECHTELI

S.D.

rorm 990-PF lzots¡

20L3.04030 BECHTEL, .JR. FOUNDATIO BECHTELI-

Formeeo-PF(2013) S.D. BECHTEL,,JR. FOUNDATION 20 -37 59208 Pase e

lÞãilTi¡il Undistributed lncome (see instructions)

1 Distributable amou nt for 2013 from Part Xl,

line 7

2 Undistributed income, if êny, as ol the end ol 2013:

a Enter amount for 2012 only

b Total for prior years:

3 Excess distributions carryover, if any, to 2013:

a From 2008

b From 2009

c From 201 0

dFrom 2011

eFrom 2012

f Total of lines 3a through e .

4 0ualifylng distributions for 2013 from

Part Xll, line 4: Þ $ 69 77L 752.aApplied to 2012, but not more than line 2a

bApplied to undistributed income of prior

years (Election required - see inslructions)

c Treated as distributions out of corpus

(Election required - see instructions)

dApplied to 2013 distributable amount

e Remaining amount distributed out of corpus

5 Excess distrjbutions carryover applied to 2013(lf an amount appetrs in column (d), the same amountmust be shown in column (a))

6 Enter the net total of each column as

indicated below:

aCorpus Add linesSf, 4c, and4e Subtractline5

b Prior years' undistributed income. Subtract

line 4b from line 2b

c Enter the amount of prior years'

undistributed income for which a notice ofdeficiency has been issued, or on whichthe section 4942(a)Tax has been previouslyassessed

d Subtract line 6c from line 6b. Taxable

amount - see instructions

eUndistributed income for 2012. Subtract line

4a from line 2a. Taxable amount - see instr.

I Undistributed income for 2013. Subtract

lines 4d and 5 from line 1. This amount must

be distributed in 2014

7 Amounts treated as distributions out of

corpus to satisfy requirements imposed by

section 170(b)(1XF) or a9a2(s)(3)

I Excess distributions carryover from 2008

not applied on line 5 or line 7

9 Excess distributions carryoverto 2014.

Subtract lines 7 and I from line 6a

10 Analysis of line 9:

a Excess from 2009

b Excess from 20 1 0

c Excess from 20 1 1

d Excess lron 2012

e Excess from 20 1 3

5 333 244.

32358110-10-13

(d)

2013

L7 ,529 ,66L.

rorm 990-PF (zol¡)

9

0

(a)

Corpus

(b)

Years prior to 2012

(c)

2012

0

0

5,333,244.23 ,L34,228.2L,LLl ,206.L6 .652.573.

96 ,230 ,25t.

0.

0

0

52 ,242 ,09r .0

!48 , 47 2 ,342 .

0

0

0.

0.

0

0

L48 , 47 2 ,342 .

23,r34,228.2L,lL9 ,206.+6,652,51J.52 ,242,091_.

1550LL02 099815 BECHTEL 2OL3.O4O3O S.D. BECHTEL, ,JR. FOUNDAT]O BECHTEL1

Form 990-PF S.D. BECHTEL JR. FOI'NDATION 20-3759208 Pase 10

1 a lf the foundation has received a ruling or determination letter that it is a private operating

foundation, and the ruling is effective for 2013, enter the date of the ruling

b Check box to indicate whether the foundation is a foundation described in section 0r

2 a Enter the lesser of the adjusted net

income from Part I or the minimum

investment return from Part X for

(e) Total

each year listed

b 85% of line 2a

c 0ualifying distributions from Part Xll,

line 4 for each year listed

d Amounts included in line 2c not

used directly for active conduct of

exempt activities

e 0ualifying distributions made directly

for active conduct of exempt activities.

Subtract line 2d from line 2c3 Complete 3a, b, or c for the

alternative test relied upon:a "Assets" alternative test - enter:

( l) Value of all assets

(2) Value of assets qualifying

under section 4942(jX3XBXi)

b "Endowment" alternative test - enter2/3 of minimum investment returnshown in Part X, line 6 for each yearlisted

c "Support" alternative test - enter:

(1) Total support other than grossinvestment income (interest,dividends, rents, payments onsecurities loans (section512(a)(5)), or royalties)

(2) Supportfrom general publicand 5 or more exemptorganizations as provided insection 4942(jX3XBXiii)

(3) Largest amount of supportfrom

an exempt organization . .

Gross investment ¡ncome

on pa or more nat any time during the year-see instructions.)

1 lnformation 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(dX2).)

SEE STATEMENT 15b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large port¡on of the ownership of a partnership or

other entity) of which the foundation has a 10% or greater interest.

NONE2 lnformation Regarding Gontribution, Grant, Gift, Loan, Scholarship, etc,, Programs:

Checkhere >[X'littnetoundationonlymakescontributionstopreselectedcharitableorganizationsanddoesnotacceptunsolicitedrequestsforfunds. lfthe foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under other condìtions, complete items 2a, b, c, and d.

a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

4

OIìS (see instructions and Pad Vll-4, question 9)n

Tax year Prior 3 years

(a)2u13 lb)2012 (c)2011 (d)2010

b The form in which applications should be submitted and information and materials they should include:

c Any submission deadlines:

d Any resirictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:

323601 10-10-13

l_020L3.04030 s.D

Form 990-PF (2013)

FOUNDATIO BECHTEL115501-]-02 099815 BECHTEL BECHTEL, .JR

lf recipient is an individual,show any relationship toany foundation manageror substantial contributor

Fo undationstatus ofrecipient

Purpose of grant orcontribution

S.D. BECHTEL ,JR. FOI'NDATION 20-37s9208 11

on3

Recipient

Name and address (home or business)

a Paid during the year

SEE STATEMENT À

Total

b Approved forfuture payment

SEE STATEMENT B

Total

32361 1

10- 10- 13

Amount

66 295 728.

Þ3a 56 295 728

41 883 085

4L 883 08s

Form 990-PF (2013)

L12O!3.04030 S.D. BECHTETJ, 'fR. FOUNDATIO BECHTEL11_550LL02 0998L5 BECHTEL

Formeeo-PF(2013) S.D. BECHTEL,'JR. FOUNDATION 20-37 59208 Pase 12

Part xvl-A Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.

1 Program service revenue:

Fees and contracts from government agencies

lVìembership dues and assessments

lnterest on savings and temporary cash

investments

Dividends and interest from securities

Net rental income or (loss) from real estate:

a Debt-financedpropedy

b Notdebt-financed property .. .. . ..Net rental income or (loss) from personal

property

0ther investment income

Gain or (loss) from sales of assets other

than inventory .. ..

Net income or (loss) from special events

Gross profit or (loss) from sales of inventory

0ther revenue:

12 Subtotal. Add columns (b), (d), and (e)

13 Total. Add line 12, columns (b), (d), and (e)

(e)

Related or exempt

function income

a

b

c

d

e

f

s

2

3

4

5

D

7

I

I10

11

a

b

c

d

e

Line No

V

L220L3.04030 S.D. BECHTEL, ,IR

13

Form 990-PF (2013)

FOUNDATTO BECHTEL1

(See worksheet in line 13 instructions to verify calculations.)

Pan r(vt-Ë Relationship of Activities to the Accomplishment of Exempt Purposes

Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed ¡mportantly to the accomplishment ofthe foundation's exempt purposes (other than by providing funds for such purposes).

unrelale0 0ustness tncome Excluded by sect¡on 512, 513, or 514

erJlnàr,code

(b)

Amount

(c,Exclu-sioncode

(d)

Amount

LA 4 ,L87 ,453.

L4 2,77 5,107.

18 L3 ,227 ,420 .

20,TE9,9E0.

1550LL02 099815 BECHTEL

Form 990-PF S.D. BECHTEL ,JR. FOT'NDATION 20-37 59208 13

Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations

1

a

b

c

Did the organization directly or indirectly engage in any of the following with any other organization descríbed in section 501(c) of

the Code (other than section 501(c)(3) organizations) or in seciion 527, relating to political organizations?

Transfers from the reporting foundation to a nonchariiable exempt organization of:

(1) Cash

(2) other assets

Other transactions:

(1) Sales of asseis to a noncharitable exempt organization

(2) Purchases of assets from a noncharitable exempt organization

(3) Rental of facilities, equipment, or other assets .. .. .. ..(4) Reimbursement arrangements ... .... .. ..(5) Loans or loan guarantees .. .

(6) Performance of services or membership or fundraising sol¡citations

Sharing of facilities, equipment, mailing lists, other assets, or paid employees .. .

d lf 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. lf the foundation received less than fair market value in any transaction or sharing arangement, show in

column (d) the value of the goods, other assets, or services received.

no Description of træslers, transactions, and shar¡ng trrangements

2a ls 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? l--l ves [Xl ruo

b lf "Yes," lete the sch edu le.

0rgan

SignHere

Under penalt¡es of perjury, I declare that I have exam¡ned this return, including accompanying schedules and statements, and to the bæt of my knowledgeandbelief,¡t¡strue,correct,andcomplete Declarat¡onofpreprer(otherthantaxpayer)isbasedonallinformationofwhichpreparerhasanyknowledge

x

x

x

p

TITLE

Yes

1 a(1)

la?l

1b(1)

1 b(2)

1 b(3)

1b(4)

1 b(5)

1 b(6)

1c

(b) Amount involved (c) Name 0f n0ncharitable exempt 0rgan¡zati0n

N/A

(b) Type of organization

Print/Iype preparer's name

SHARON I,. ZORBACH

I Preparer's signature I Date

b/_*or ç-l*"lrrrt,^4L;hecr( | | n

self- employed

Firm'sname >DELOITTE LLP

ress >SAN ,JOSE cA 9 51_ 13

shownE t'?

No

return with thebelow

YesSignature of officer or trustee

PaidPreparerUse Only

32362210-10-13

Date Title

P00L25475Firm's EIN Þ

Phone no. 408 704-4000Form (2013 )

1_3

2OT3.O4O3O S.D. BECHTEL, ,fR. FOUNDATIO BECHTEL11550LI02 099815 BECHTEL

Schedule B(Form 990,990-EZ,or 990-PF)Depadment of the Treasurylnternal Revenue Seruice

Form 990-PF

Schedule of ContributorsÞ Attach to Form 990, Form gfþ-EZ, or Form gfrO-PF.

) lnformation about Schedule B (Form 990,990-EZ, or 990-PF) andits instructions is at

501 (c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

IX 'l

sol ("Xs) exempt private foundation

4947(a\(1) nonexempt charitable trust treated as a private foundation

501 (cX3) taxable private foundation

OMB No 1545-0047

2013Name of the organization

S . D. BECHTEL , .TR. FOT'NDATTONOrganization type (check one):

Filers of: Section:

Form 990 or 990-EZ


20-37 59208

Check if your organization is covered by the General Rule or a Special Rule.

Note. Only a section 501(cX7), (8), or (10) organizat¡on can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

IX I Fo, "n

organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $s,0OO or more (in money or property) from any one

contributor. Complete Parts I and ll.

Special Rules

For a section 501(cX3) organization filing Form 990 or 990-EZ that met lhe 33 1/3%o support test of the regulations under sections

509(aX1) and 170(bX1XA)(vi) and received from any one contributor, during the year, a contribution ofthe greaterof(1) $5,000 orl2l2%of the amount on (i) Form 990, Part Vlll, l¡ne t h, or (ii) Form 990-EZ, line 1. Complete Parts I and ll.

For a section 501 (cX7), (8), or (1 0) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,

total contributions of more than $1 ,000 for use exclusive/yfor religious, charitable, scientific, literary, or educational purposes, or

the prevention of cruelty to children or animals. Complete Pads l, ll, and lll.

For a section 501 (cX7), (8), or (1 0) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,

contributions for use excluslve/y for religious, charitable, etc., purposes, but these contributions did not total to more than $1 ,000.

lf this box is checked, enter here the total contributions that were received during the year for anexclusively religious, charitable, etc.,

purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively

religious, charitable, etc., contributions of $5,000 or more during the year >$Caution, An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF),

but it must answer "No" on Part lV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part l, line 2, to

certify that ¡t does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

LHA ForPaperworkReductionActNotice,seethelnstructionsforFormgg0,ggO-EZ,or990-PF. ScheduleB(F0rm990,990-EZ,or990-PF)(2013)

32345110-24-13

Schedule B or

Name of organization

S . D. BECHTEI, .JR. FOUNDATION

Paft I ContfibutofS (see instructions). Use duplicate copies of Part I if additional space is needed

323452 10-24-13

2

(a)

No.

(a)

No.

1


20-3759208

(d)

Type of contribution

Person EPayrollNoncash

(Complete Part ll fornoncash contributions.)

(d)

of contribution

PersonPayrollNoncash

(Complete Pad ll fornoncash contributions.)

(d)

of contribution



(d)

of contribution



(d)

Type of contribution


(Complete Pad ll fornoncash contributions.)

(d)

of contribution



0rm 0r

152OL3.O4O3O S.D. BECHTEI,, ,JR. FOI'NDATIO BECHTEI,I

2

(a)

No.

3

(a)

No.

(a)

No.

(a)

No.

(b)

Name, address, and ZIP + 4(c)

Total contributionsIJAUR.A' P. BECHTEIJ CHARITABIJE UNITRUSTrIP.O. BOX 1_93809 27 2 ,662 .$

(c)

Total contributions(b)

Name, address, and ZIP + 4

$ 100,000,000.

¡{R. AT{D MRS. STEPHEN D BECHTEL

P.O. BOX 193809

SA.\I FRÄNCISCO cA 94119

,JR

(b)


Total contributions

S.D. BECHTEL CHARITABI,E UNITRUST II

SA}I FR.ANCISCO, CA 94TL9

P.O. BOx 193809 284 ,L02.$

(c)

Total contributions(b)

Name, address, and ZIP + 4

*THE FOUNDATION DID NOT PROVIDE

ANY GOODS OR SERVICES IN CONSIDERATION

FOR ANY PROPERTY CONTRIBUTED AS

DFSCRIBFD ON SCHEDIJLE B.

$

(b)


Total contributions

$

(b)


Total contributions

$

L524LLOT 09981.5 BECHTEL

Schedule B 990, 990-EZ, or0n

S.D. BECHTEL .JR. FOUND.A,TION

Paft ll Noncash Property (see instructions). Use duplicate copies of Part ll if additional space is needed

(a)

No,fromPart I

(a)

No,fromPart I

(a)

No,fromPart I

(a)

No.fromPart I

(a)

No.

fromPart I

(a)

No.fromPart I

323453 10-24-13

3er

20-3759208

(d)

Date received

(d)

Date receíved

(d)

Date received

(dt

Date received

(d)

Date received

(d)

Date received

0rm 0r

162OT3.O4O3O S.D. BECHTEL, JR. FOUNDATIO BECHTEIJ1

(b)

Description of noncash property given

(c)

FMV (or estimate)(see instructions)

$

(b)


(c)


$

(b)


(c)


$

(b)


(c)


$

(b)


(c)


$

(b)


(c)


$

1550tt02 099815 BECHTEL

Schedule B orme

S.D. BECHTEL .JR. FOT'NDATION

rh and theexclusively us,

o.

Part I

40n

tota etc.,following line entry. Forcontributions of $1,000 or

completing I l, enteress for the year.

lEnterthis information once )>$

20-37 s9208

(d) Description of how gift is held

(e) Transfer of gift

Transferee's andZlP + 4 of transferor

fromPart I


(b) Purpose of gift (c) Use of gift





Transferee's andZlP + 4

ZIP+4

Relationsh of transferor to transferee

(d) Descript¡on of how gift is held




Transferee's

323454 10-24-13

andZlP + 4 of

Schedule B (Form gg0, 990-EZ, or 990-Pt) (2013)

BECHTEL, JR. FOUNDATIO BECHTEL1L7

20L3.04030 S.D.1550L!02 099815 BECHTEL

l-orm 2220Department of the Treasurylnternal Revenue Sery¡ce

Underpayment of Estimated Tax by CorporationsÞAttachtothe corporation'stax return. FORM 990-PF

lnformation about Form 2220 and its se instructions is at www.irs.

OMB No. 1545-0142

2013Employer identification number

20-37s9208

L62 ,580 .

L62 ,580 .

L43 660.

t43 660.

S.D. BECHTEL JR. FOUNDATIONItlote: Generally,thecorporationisnotrequiredtofileForm2220(seePartll belowforexceptions) becausethelRSwill figureanypenaltyowedandbill the

corporation. However, the corporation may still use Form2220Io figure the penalty. lf so, enter the amountfrom page 2, line 38 on the estimated taxpenalty line of the corporation's income tax return, but do not attach Fom 2220.

ired Annual ent

1 Total tax (see instruct¡ons)

2aPersonal holding companytax (Schedule PH (Form 1120), line 26) included on line 1

b Look-back interest included on line 1 under section 460(bX2) for cornpleted long-term

contracts or section 167(9) for depreciation under the income forecast method

c Oredit for federal tax paid on fuels (see instructions)

d Total. Add lines 2a through 2e

3 Subtractline2dfromlinel. lftheresultislessthan$500,donotcompleteorfilethisform.Thecorporation

does not owe the penalty

4 Enter the tax shown on the corporation's 2012 income tax return (see instructions). Caution: lf the tax is zero

or the tax year was for less than 12 months, skip this line and enter the amount from line 3 on line 5

5 Requiredannual payment.Enterthesmallerofline3orline4. lfthecorporationisrequiredtoskipline4,nt

- Check the boxes below that apply. lf any boxes are checked, the corporation mustfile Form 2220even if it does not owe a penalty (see instructions).

2î

ô

7

I

The corporation is using the adjusted seasonal installment method.

The corporation is using the annualized income installment method

The tsa its first ired instalhnent based on the s tax.

Fi the

9 lnstallment due dates. Enter in columns (a) through(d) the 15th day of the 4th (Form 990-PF fifers:Use 5th month),6th,9th, and 12th months ofthecorporation's tax year . ..

10 Required installments. lf the box on line 6 and/or line 7

above is checked, enter the amounts from Sch A, line 38. lf

the box on line I (but not 6 or 7) is checked, see instructions

for the amOunts to enter. lf none of these boxes are checked,

enter 25% of line 5 above in each column.'l'l Estimated tax paid or credited for each period (see

instructions). For column (a) only, enter the amount

from line 11 on line 15

Complete lines 12 through 18 of one column before

going to the next column.

12 Enter amount, if any, from line 18 of the preceding column

13 Add lines 1 1 and 12

14 Add amounts on lines 16 and 17 ofthe preceding column

15 Subtract line 14 from line 13. lf zero or less, enter -0- ..

16 lf the amount on line 15 is zero, subtract line 13 from line

14. otherwise, enter -0-

17 Underpayment. lf line 15 is less than or equal to line 10,

subtract line 15 from line 10. Then go to line 12 of the next

column. 0therwise, go to line 18

18 Overpayment. lf line 10 is less than line 15, subtract line 10

from line 15. Then to line 12 of the next column

Go to Part lV on page 2 to figure the penalty. Do not go to Part lV if there are no entries on line 17 - no penalty is owed.

L--JEE

L2/L5/L3

7 663.

45 000.

69,635.

Part lll(a) (b) (c)

I 0s/L5/13 06/Ls/L3 09/Ls/L3

10 7 ,663. 7,663. 7,662.

11 77 ,623. 15,000.

12 69,960. 62,297 .13 b9,96U. 'l'l , 29'l .14

15 77 ,623. 69,960. 77 ,297 .

16 0 0

17

18 69,960. 62,297 . 69.63s.

JWA For Papenvork Reduction Act Notice, see separate instructions.

312801'12-26-13

1_550L!02 09981_5 BECHTEL 2013.04030

Forn 2220(2013)

18S . D. BECHTEL , .JR. FOUNDATIO BECHTEL1

FORM 990-PFForm2220 (2013\ S.D. BECHTEI,, 'JR. FOT'NDÀTION 20-37 s9208 Pa¡c )

Figuring the Penalty

1 I Enter the date of payment or the 1 5th day of the 3rd month

after the close of the tax year, whichever is earlier (see

instructions). (Form 990-PF and Form 990-T lilers: Use Sth

month ¡nstead of 3rd month.)

20 lumber of Cays from due date of installment on l¡ne I to the

date shown on l¡ne 19

21 Numoer of aays on line 20 atter 4/15/2013 and belore 7 /1/201g . - -

22 Underpayment on l¡ne 17 x Number of days on line 21 xgyo ---

23 Numoer of oays on line 20 after 06/30/20 13 and belore 10/1/2013

l{ Underpayment on line 17 x Number of days on l¡ x 3%.....-6-

25 lumber of days on line 20 after 9/30/2013 and before 1/1/2014 --

26 Underpayment on line 17 x Number of days on line 25 x syo

365

27 Number of days on line 20 after 12/91/211g and ielorc 4/1/2014

28 Underpayment on lina 17 x Number of days on line 27 x 3%

29 lumOer of days on l¡ne 20 after 3/3 1/2014 and'elorc 7/1/2014

30 Underp.ymentonline17xNumberofdaysonll x'%

31 Number of days on line 20 after 6/30/2014 and before 10/01/2014

32 Underpayment on l¡ne 17 x Number of days on ll x'%

33 Numler of aays on l¡ne 20 after 9/3 o/2o14 and belore 1/1/2015 - -

34 Underpayment on line 17 x Number ol days on l¡ x'%

35 Number of days on l¡ne 20 after 12/91/2014 andbelore2/16/2015

36 Underpayment on l¡ne 17 x Numb€r of days on l¡n x'%

37 e¿¿ l¡nes ZZ, 24,26, 28,30, 32, 34, and 36

38 Penalty. Add columns (a) through (d) of line 37. Enter the total here and on Form 1 120, line 33;

or the com line for other income tax returns* Use the penalty interest rate for each calendar quarter, which the IRS will determine during the first month in the preceding quarter.These rates are published quarterly in an IRS News Release and in a revenue rul¡ng in the lnternal Revenue Bulletin. To obiain thisinformation on the lnternet, access the IRS website at www.irs.gov. You can also call 1-800-829-4933 to get interest rate information.

0

(a) (b) (c)

19

20

21

22 $ $ $

23

24 $ $ s

25

26 s s s

27

28 $ s s

29

30 s $ $

31

32 s s s

33

34 $ s $

35

36 s s $

37 $ s $

38

JWA

312802

torn 2220 (20131

192OL3.O4O3O S.D. BECHTEL, ,JR. FOUNDATIO BECHTEL11550L1-02 099815 BECHTET,

S.'D. BECHTEL, .JR. FOT'NDATION 20-3759208

Enter any other taxes for each payment period (see instr)

Add lines 14 through 16 ..

For each period, enter the same type of credits as allowed

on Form 2220, lines 1 and 2c (see instructions)

Total tax after credits. Subtract line 18 from line 17. lf

zeto or enter -0-

05-07-14 JWA

202OL3.O403O S.D. BECHTEL, .JR

for

First 1 1

months

Entire year

Forn 2220 (2013)

FOUNDATIO BECHTEL1

FORM 990-PFAdjusted Seasonal lnstallment Method and Annualized lncome lnstallment Methorl (see instructions)

Form 1120S filers:For lines 1,2,3,and21, below, "taxable income" refersto excess net passive income orthe amount on which tax is

imposed under section 1374(al, whichever applies.

rt Use this method if the base

6 consecutive months is at least 70%. See instruction

1 Enter taxable income for the following periods:

aTax year beginning in 2010

bTax year beginning in 201 1

cTax year beginning in 2012

2 Enter taxable income for each period lor the td yetr beginning in

2013 (see instruct¡ons for the trætment of extraordinary items).

3 Enter taxable income for the following periods:

aTax year beglnnino in 2010

bTax year beginning in 201 1

cTax year beginning in 2012

4 Divide the amount in each column on line 1a by the

amount in column (d) on line 3a

5 Divide the amount in each column on line 1b by the

amount ln column (d) on line 3b

6 Divide the amount in each column on line 1c by the

amount in column (d) on line 3c

7 Add lines 4 through 6

I Divide line 7 by 3.0

9aDivide line 2 by line Ib ExÍaordinary items (see instructions)

cAdd lines 9a and 9b

10 Figure the tax on the arnt on ln 9c using the instr for Form

1 1 20, Sch J, ln 2 (or comparâble In of corp's return)

11a Divide the amount in columns (a) through (c) on line 3a

by the amount in column (d) on line 3a

b Divide the amount in columns (a) through (c) on line 3b

by the amount in column (d) on line 3b

cDivide the amount in columns (a) through (c) on line 3c

by the amount in column (d) on line 3c

12 Add lines llathough 11c

13 Divide line 12 by 3.0

14 lVìultiply the amount in columns (a) through (c) of line 10

by columns (a) through (c) of line 13. ln column (d), enter

the amountfrom line 10, column (d)

15 Enter any alternative min¡mum tax for each payment

period (see instructions)

1ô

17

18

19

(a) (b) (c)

First 3

months

First 5

months

First 8

months

1a

1b

1c

2

First 4

months

First 6

months

First 9

months

3a

3b

3c

4

5

6

7

I9a

9b

9c

10

11a

11b

11c

12

13

14

15

16

17

18

19

1550LI02 099815 BECHTEL

s .b. BECHTEL, .JR. FOTTNDATION 20-37s9208torn2220(2013\ FORM 990-PF Pase 4**Paft ll- Annualized lncome Installment Method

First

20 Annualization periods (see instructions)

21 Enter taxable income for each annualization period (see

instructions for the treatment of extraordinary items)

22 Annualization amounts (see instructions)

23a Annualized taxable income. Multiply line 21 by line 22

bExtraordinary items (see instructions) .. ,.

c Add lines 23a and 23b

24 Figure the tax on the amount on line 23c using the

instructions for Form 1 120, Schedule J, line 2

(or comparable line of corporation's return)

25 Enter any alternative minimum tax for each payment

period (see instructions)

26 Enter any other taxes for each payment period (see instr)

months

2,298,843.

1.333330

3,065 116.

30,651_.

30 651.

30 651.

100%

30 651.

4rh

installment

30,651.

22 988.

7 ,663.

40 ,645.

98 947.

r39,592.

7 663.Forn 2220 (2013)

STANDARD OPTION

27

28

29

37

38

30 Applicable percentage

31 t\itu line 29 line 30

PaÉ lll - Required lnstallments

f{ote: Complete lines 32 through 38 of one column before

completing the next column.

32 lf only Part I orPart ll is completed, entertheamountin

each column from line 19 or line 31. lf both parts are

completed, enter the smaller of the amounts in each

column from line 19 or line 31

33 Add the amounts in all preceding columns of line 38

(see instructions) ..

34 Adjusted seasonal or annualized income installments.

Subtract line 33 from line 32. lf zero or less, enter -0-

35 Enter25% of line 5 on page 1 of Form 2220in each

column" Note: "Large corporations," see the instructions

for line 10 for the amounts to enter

36 Subtract line 38 of the preceding column from line 37 of

the preceding column

Total tax. Add lines 24 through 26

For each per¡od, enter the same type of credits as allowed

onForm2220,lines 1 and 2c (see instructions)

Total tax after credits. Subiract line 28 from line 27 . 11

zero or less, enter -0- .. ._

Add lines 35 and 36

Required installments. Enter the smallerof line 34 or

line 37 here and on page 1 of Form 2220,line 10

instructions

** A}TNUALT.ZED INCOME INSTALLMENT METHOD USING

JWA31282212-26-13

2T2OT3.O4O3O S.D. BECHTEL, 'JR. FOUNDATIO BECHTEL1

(a) (D) (c)

20

First 2months

First Jmonths

First bmonths

21 510,854. 766,28L. 1,532,562.

22 6.000000 4.000000 2.000000

23a 3,065 ,L24. 3,065,L24. 3 , 065 ,r24.23b

23c 3,065,L24. 3,065,r24. 3,065,L24.

24 30,6s1. 30,6s1_. 30,651.

25

26

27 30,651. 30,651. 30,651.

28

29 30 ,651. 30,651. 30,651.

30 250/o 50% 75%

31 7 ,663. L5,326. 22 ,988 .

1st

installment

2nd

installment

3rd

installment

32 7 ,663. t5 ,326 . 22 ,988 .

33 1 ,663. L5 ,326 .

34 7 ,663. 7,663. 7,662.

35 3s,91s. 45,375. 40 ,645 ,

36 28 ,252 , 65,964.

37 35,915. 73,627 . l-06,609.

38 7 ,663. 7,663. 7,662.

15s0LL02 099815 BECHTEL

S.D. BECHTEIJ, ..JR. FOT'NDATION 20-3759208

FORM 990_PF DIVIDENDS ATÏD INTEREST FROM SECURITIES STATEMENT 1

SOURCEGROSSA}fOUNT

CAPTTALGAINS

DIVIDENDS

(A)REVENUE

PER BOOKS

(B)NET ITIVEST_MENT INCOME

(c)AD,JUSTED

NET INCOME

DTVIDEND INCOMEINTEREST INCOME

,4L5,970.,77L,483.

2L

00

2,41,5,970. 2,883,053.L,77L,483. 1,681,159.

TO PART I, LINE 4 4,T87,453. 0. 4,L87,453. 4,564,2L2.

FORM 990-PF OTHER INCOME STATEMENT 2

(A)REVENUE

PER BOOKS

(B)NET ITIVEST-MENT INCOME

(c)AD.]USTED

NET INCOMEDESCRIPTION

FROM PARTNERSHIPSOTHER INCOME

2,762,8t7 .L2,290.

887 ,7 0L .L2,290.

TOTAL TO FORM 990-PF, PART T, LTNE 11 2,775,L07. 899,991.

FORM 990-PF LEGAL FEES STATEMENT 3

(A)EXPENSESPER BOOKS

(B)NET IIiIVEST-MENT INCOME

(c)ADJUSTED

NET INCOME

(D)CHARITABLE

PURPOSESDESCRIPTION

LEGAL EXPENSE

TO FM 990-PF, PG l-, LN 1-6.A'

22 ,068. L24. 25,670.

22,068. L24. 25,670.

FORM 990-PF ACCOUNTING FEES STATEMENT 4


(B)NET ITIVEST-MENT INCOME

(c)AD,JUSTED

NET INCOME

(D)CHARITABLE

PURPOSESDESCRIPTION

ACCOUNTING FEES

TO FORM 990-PF, PG L, LN 168 89 ,325.

89 ,325. 0. 89 ,325.

222013.04030 s.D.

0. 89 ,325.

STATEMENT(S) L, 2, 3, 4BECHTEL, .JR. FOUNDATTO BECHTEL11550tL02 099815 BECHTEL

S.D. BECHTEL,,JR. FOUNDATION 20-37 59208

FORM 990-PF OTHER PROFESSIONAI, FEES STATEMENT 5


(B)NET IIiIVEST_MENT INCOME

(c)AD.JUSTED

NET INCOME

(D)CHARITABLE

PURPOSESDESCRIPTION

OTHER PROFESSTONAI, FEESMONTICELLONORTHERN TRUSTOSTERWEISCONSULTA}TTS

1107

103724

2 ,525 .,000.,991.,74L.,137 .

0.110,000.

,99L .,L41.,LAL.

71032L3

2 ,525.0.0.0.

788,267.

TO FORM 990-PF, Pc L, LN 16C 947,794. 434,273. 790,792.

FORM 990-PF TAXES STATEMENT 6


(B)NET ITWEST-MENT INCOME

(c)AD.]USTED

NET INCOME

(D)CHARTTABLE

PURPOSESDESCRIPTION

FEDERÀI, EXCISE TÐ(PROVTSIONFOREIGN TÐ( FROMPARTNERSHIPSOTHER STATE TAXESFILING FEES

L,203,706.

L00,979.110.3s0.

0.

72,357 .110.

0.

0.

0.0.

3s0.

TO FORM 990-PF, PG L, LN 18 1, 305 ,l-45. 72,467 . 3s0.

FORM 990_PF OTHER EXPENSES STATEMENT 7


(B)NET I}WEST-MENT INCOME

(c)ADiIUSTED

NET INCOME

(D)CHARITABÏ,8

PURPOSESDESCRIPTION

FROM PARTNERSHIPSSUBSCRIPTIONINSURÀNCEOFFICE SUPPLIESCOMPUTER }ÍÀ,INTENA.NTCE A}IDSUPPORTPROFES S IONAT, DEVEI,OPMENTMEMBERSHIP FEESMISCELLANEOUS EXPENSEINVESTMENT EXPENSESOTHER OFFICE EXPENSES

1325

232013.05000 s.D.

L7.87.51.22.79.

0.1,595.1,600.

0.8 ,479 .

0.

L,4,

L9,35.

2,L7314

L9

2228

2L

00.88.61, .

9112

429545

t,700 ,032.0.

380.0.

0.9s3.553.081_.

13 4L7 .879.280.522.

0.03.

2626

2

2L,503.

STATEMENT(S) 5, 6, 7BECHTEL, .JR. FOUNDATIO BECHTEL1LALLLTL3 09981-5 BECHTEL

S.D. BECHTEL, 'JR. FOUNDATION 20-37s9208

3r ,882.OTHER PROGRAM COSTS

TO FORM 990_PF, PG 1, LN 23 2,323,9L0. 1 ,7r2,L85.

3I,267. 99.

L48 ,07 0 .

FORM 990_PF OTHER INCREASES IN NET ASSETS OR FUND BAIJAIiTCES STATEMENT 8

DESCRIPTION

I'NREALIZED GAIN/ ( IOSS ) OW IÀTVESTMENTS

TOTAL TO FORM 990-PF, PART III, LINE 3

AT{OUNT

34,226 ,483.

34,226,483.

FORM 990_PF OTHER DECREASES IN NET ASSETS OR FUND BALA}ICES STATEMENT 9

DESCRIPTION

UNREALIZED GAIN/ (LOSS) OTTT CHARITABLE TRUSTS

TOTAL TO FORM 990-PF, PART III, LINE 5

A[fOUNT

43L,472.

43L,472.

FORM 990-PF CORPORÀTE STOCK STATEMENT 1O

BOOK VALUEFAIR MARKET

VÀLUEDESCRIPTION

ETON PÀRK OVERSEAS FI'NDOZ OVERSEAS FUND, LTDVARIOUS COMMON STOCKSVARIOUS COMMON STOCKS - OSTERWEIS

TOTAL TO FORM 990-PF, PART II, I,INE 1OB 35,340,204. 35,340,204.

LL,299,677 .L1,,t46,153.

39,896.t2,854,478.

LL ,299 ,677 .LL,L46,153.

39,896.L2,854,478.

FORM 990-PF CORPORÀTE BONDS STATEMENT lL

DESCRIPTION

CORPORATE BONDS

TOTAI, TO FORM 990-PF, PART II, LINE lOC

BOOK VAI,UEFAIR T,IARKET

VALUE

0

0.

STATEMENT(S) 7,8, 9,l-0, 11BECHTEL, .JR. FOT'NDATTO BECHTEL1

0

0

2420L3.05000 s.D.TALLLLT3 099815 BECHTEL

S . D. BECHTEL , .JR. FOI'NDATION 20-3759208

FORM 990-PF OTHER I}TVESTMENTS STATEMENT L2

VALUATIONMETHOD BOOK VALUE

FAIR }4ÀRKETVA.LUEDESCRIPTION

AG SECURITIZED ASSET RECOV HI,DGS LPBAIN CÀPITALCALERA CAPITAL PARTNERS IIICAPITAL GUARDIAI{CLAYTON, DUBTIJIER & RICE FUND VIICLAYTON, DUBILIER & RICE FUND VIICO- IIÍV.CLAYTON, DUBILTER & RICE FUND VIÏTWILSONARTCLAYTON, DUBILIER & RICE FUND VTIICONVEXITY CAPITAL OFFSHOREFORTRESS \TRF I LTDFORTRESS \TRF TE I LLCDAVIDSON KEMPNER TPDODGE & COX INTERNATIONAI, STOCKFUNDDODGE & COX STOCK FUNDFARALLON CAPITAL PARTNERSFORTRESS CREDIT OPPORTUNITTES FUNDGMO US EQUITYHIGHCLERE TNTERNATIONAL I}WESTORSSMALLER COMPANIES FUNDHIGHFIELDS CAPITALHOLOWESKO GLOBAL FUND LTDTNDUS STRUCTURED FTNA}trCEIP III BLOCKER - I LP (MHR III )I,ONGLEAF PARTNER S}ÍÄLL CAP EQUITYFUNDMADTSON DEARBORN CAPITAI-, PARTNERSvr-AMADISON DEARBORN CAPITAL PARTNERSVI-A GLOBALMADISON DEARBORN CAPITAL PARTNERSVI_BI4ADISON DEARBORN PARTNERS V-A}ÍA,DISON DEARBORN PARTNERS V-BMAKENA CAPITAI, ASSOCIATESMAVERICK FUND LTDMHR INSTITUTIONAL PARTNERS IIINEWPORT ASIA ÏNSTTTUTIONAL FUNDOZ STRUCTURED PRODUCTS OVERSEASFEEDER FUND II, LLPPIMCO SHORT TERM FUNDRAPTOR PRIVATE HOI,DINGSREGIMENTSPINNÀKER GLOBAL EMERGING T{ARKETSTIFF PARTNERS IV

FTIIVFlfvFMVFTfVF}fVFT{V

FÙfVFTfVFItVFI,fVFI,fVFì,fVFÙfV

L3,3829,3393 ,4447 ,2953,58L

97884616409s878

111011

329

9688,L46L,L32

25 ,6774 ,6658,l_10

L7,0gg

382339444295s81

41_ 35,840

37,679160

65l_0,380

4L35,840

37,679160

6510,380

599.257 ,2L6,973.99L.

978846L6409s878

LL1011

329

6,8647,0065 ,2L31,168

789

6,9647,0065,2L31,168

789

63.

9688,L46L,L32

25 ,6774 ,6658,110

L7,099

79.

L4 ,7 496,188

9s6 ,261

TL , OLzL ,202

9s6 ,26L

LL , OL2L ,202

,465.,331.,575.,48L.,338.

139373

,465.,331_.,575.,48L.,338.

L,043,9I4. L,043,9L4.

FMVF}fVFT{VFI{VFTIIVFT1IV

Fl,fv

FT{VF}fVFMVFMVFIfV

FT{VF}fVFMVFMVFtr{V

FMV

FMV

FT{V

,568.,L4L.,233.,260 .,647.,633.

,568.,LAt.,233.,260.,647.,633.

,599.,257 .

,2L6,,973.,99L .

,934 .,46L.,077.,608.,169.

,934.,46L.,077.,608.,168.

6,047,189. 6,047,1_89.

L,207,550. L,207,550.

624,283. 624,293.

95.43.98.s9.54.74.

295.743.

L4 ,7 496, l_88

s98.1s9.Ls4.37 4.263.

1_90.220.979.279.

46L.s39.

61.39.90.20.79.

275L132

45L292

FMVF}TVFTTV

FI{VFMV

2520t3.05000 S.D. BECHTEL,

STATEMENT(S) L2.JR. FOUNDATIO BECHTEL1L4LL11-13 099815 BECHTEL

S.D. BECHTEL, .JR. FOUNDÀTION

TRINITY VENTURES VIIWTF-CTF MICRO-CAP EOUITY PORTFOLIOYORKTOWN ENERGY PARTNERS VIYORKTOVIN ENERGY PARTNERS VÏI

TOTAL TO FORM 990-PF, PART II, LTNE 13

20-37s9208

F}fVFIMFI{VF}fV

32Lr,732

8s9t,785

181 .820.t70.900.

32LL,732

859L,795

181.820.L70.900.

308,23L,2L7 . 309 ,23L,2L7 .

FORM 990-PF OTHER ASSETS STATEMENT 13

BEGINNING OFYR BOOK VALUE

END OF YEARBOOK VAIJUE

FAIR T,fÄRKETVALUEDESCRIPTION

ARTBENEFTCTAIJ INTEREST IN CHARITABI'ETRUSTSDUE FROM OTHER PARTIES

2620L3.05000 s.D. BECHTEL,

STATEMENT(S) L2, 13,JR. FOUNDATIO BECHTEL1

490,000.

1,388,439.2L ,639 .

490,000. 490,000.

67.25.

956,98,L

956 ,98,1

67.25.

TO FORM 990-PF, PART fI, LINE 15 L,900,077. L,455,092. 1,455,092.

L41,LLLL3 099815 BECHTEL

S.D. BECHTEL, .JR. FOUNDATION 20-37s9208

FORM 990-PF PART VTII - LIST OF OFFICERS, DIRECTORSTRUSTEES AND FOI'NDATION MANAGERS

STATEMENT T4

TITLE AI{DA\IRG HRS/VTK

COMPEN_SATION

EMPLOYEEBEN PLAI{ EXPENSE

CONTRIB ACCOUNTNAI,ÍE AIID ADDRESS

STEPHEN D. BECHTEL, JR.P.O. BOX 1_93809SAN FRÄNCISCO, CA 94LL9

I,AUREN B. DACHS1,99 FREMONT STREETSAI{ FRÀNCTSCO, CA 94105

ELIZABETH H. BECHTELP.O. BOX L93809SAÌI FRÃNCISCO, CA 94105

NONIE B. RÄMSAYP.O. BOx 193809SAN FRÀNCISCO, CA 94105

ÀLAI{ M. DACHSL99 FREMONT STREETsAì{ FR-ANCTSCO, CA 94105

DEBOR.A'H L. DUNCA}üL99 FREMONT STREETSAN FRÄNCISCO, CA 94105

.]UDE L. LASPAP.O. BOX 193809SA}ü FRANCISCO, CA 94LL9

BOB PECKT99 FREMONT STREETSAN FRÄNCISCO, CA 94105

.JOHN W. WEISERP.O. BOX 193809SA}T FRÃNCISCO, CA 94LT9

PATRICIA VT. LE]CHERL99 FREMONT STREETSA}T FRÄNCISCO, CA 94105

CHAIRMAN/DIRECTOR10.00 0.

PRESIDENT/EXEC DIR /OTRECT20.0 0 175, 000.

0 0

0.

0.

0.

0

0

0.

4 ,694.

DIRECTORs.00

DIRECTORs.00

DIRECTORs.00

DIRECTORs.00

DIRECTOR5.00

DIRECTOR5.00

DIRECTORs.00

CFO/SECRETARY23.00

0

150, 800. 22 ,434.

0

0

0

0

0

0

0

0

0

0

00

0

0

0

0

TOTALS INCLUDED ON 990-PF, PAGE 6, PART VIII 325,800. 27 ,L28. 0.

2720L3.05000 s.D. BECHTEL, ,fR.

STATEMENT(S) L4FOUNDATIO BECHTEL1LALLLLL3 099815 BECHTEL

S.D. BECHTEI,, .JR. FOT'NDATION 20-37s9208

FORM 990-PF PART XV - I,INE 1.ÀI,IST OF FOUNDATION }ÍÄNAGERS

STÀTEMENT 15

NAI,ÍE OF T{ANAGER

STEPHEN D. BECHTEL, JR.ELIZABETH H. BECHTEI,

282OT3.O4O3O S.D. BECHTEL, ,JR.

STATEMENT(S) 15FOUNDATIO BECHTEL11550LL02 0998L5 BECHTEL

Ref. # trsan¡zation Lesal Name 0rsan¡zat¡on Address

Foundat¡on

Status ofGrant

Recipient Proiect Descr¡ption

PaymentAmount Pâvment Detê

7047 Amer¡ca Scores

1610 Harr¡son Street

ian Francisco, CA 94103 PC

Funds given in response to the Employee l\¡atching GiftProqrêm for unrestr¡cted seneral supÞort Ssoo 7r/8/2013

6447

Amer¡can lnstitutes for Research ¡n theBehavioral sciences

1000 Thomas Jefferson street NW

WashÌneton. DC 20007-3835 PC

2-year renewable in the total amount of 5250,000 to jo¡n

researchers, pract¡t¡oners, polìcymakers, and funders in

cngoing, evidence-based dialogue to ¡mprove instructionand student learning for all students ¡n california's urban

school svstems. S12s,ooo ro/2s/2or3

6442

Amer¡can Soc¡ety of Cìv¡l Eng¡neers

Foundation lnc.

1801 Alexander Bell Dr¡ve, Su¡te 100

Reston, VA 20191 soil

3-vear pledge in the total amount of S1.5M for theCevelopment of a 40-m¡nute IMAX film highlighting

3ngineer¡ng wonders of the world; accompanying

sducatìonal and media programs; and a market¡ng and

Cistribut¡on câhoeiEn to reãch 3-5 mill¡on DeôÞlê- Ssoo.ooo 7017A12073

6800 Amnestv lnternat¡onal of the USA lnc

5 Penn Plaza

New York. NY 10001 PC

Funds given in response to the Staff Matching Grênts

Program. S40o s/3/2073

7r28As¡an Art Museum Foundat¡on of San

Francisco

200 Larkin StreetSan Francisco, CA 94102 PC

Funds tor the Jade Crrcle membersh¡p renewal All benetrts

waived- ss.000 72/2012073

5831 Audubon Canvon Ranch lnc.

4900 shorel¡ne H¡ghway One

Stinson Beach, CA 94970 PC

Funds given ¡n memory of Mar¡on Bridgman Slusser, per

;DB,Jr. Ss,ooo s/24/2073

6705 Bav Area Rescue M¡ssion

P O Box 1112

Richmond CA 94802 PC

Funds given rn response to the Stalt Matchrng Grants

PrôErãm. s200 7/7812073

7r09 Bav A¡ea Rescue Mission

P o Box 1112

R¡chmond, cA 94802

Funds given in response to the Employee Matching cift5rogram for unrestrìcted general support. s380 12/20/2073

5442 Berkelev cômmunitv Fund

2111 Martin Luther Kìng, Jr. Way

Berkelev. CA 94704 PC

:unds given in response to the Staff Matching Gifts)rogram s10,000 617/2013

5030 Bov Scouts ofAmer¡ca

1325 West Walnut Hill Lane

P o. Box 152079

lrvinp Texes 75038 PC

3-year pledge tor a total oi 550 mÌllion to support thelevelopment of the National Boy Scout Center in Westy'irgin¡e. Slo.ooo.ooo 7017812073

5777 & Girls clubs of San Franc¡sco

55 Hawthorne Street, Su¡te 600

san Francisco, CA 94105 PC

2-year pledge in the total amount of 5700,000 for thecapital campa¡gn for a new club House and for campMendoc¡no S3oo ooo 4175/2073

5338 Brookinss lnstitut¡on1775 Massachusetts Avenue, NW

Washinston, DC 20036 PC

3-year pledge ¡n the total amount of S750,000 (uneven split)for the "Project on the Publìc Sector Leadership", a study ofthe current deficit of nat¡onal publ¡c leadership and

recommendations for ¡morovement. S25o.ooo 912712073

t957 Buck lnstitute for Research on Asins

8001 Redwood Boulevard

Novato, CA 94945 PC

3-year renewable in the total amount of 5600,000 tosuÞport an Early-Stage lnvestigator who does basÌc research

on Alzhe¡mer's disease. q2oo ooo 7012512013

5734 :el Stetê Eest Bev Educet¡onâl Fôundetion

25800 Carlos Bee Boulevard

Havward. CA 94542 PC

3-year pledge in the total amount of S600,000 (uneven

payments) to adopt community college transfer pathways

systemw¡de to accelerate product¡on of a pool of newscience and math teachers committed to working ¡n themost underseryed schools. s172,000 70/r8/2073

6465 :al state East Bav Educat¡onal Foundation

25800 Carlos Bee Boulevard

Hawerd CA 94542 PC

3-year renewable ¡n the total amount o1 S660,000 (uneven

payments) for expansion of the Foundational Level General

Scìence orosrãm. S1B7.ooo 72/6/2013

7720 :alifornia Academy Of Scìence

55 Mus¡c Concourse Drive

Golden Gate Park

San Francisco, CA 94118 PC

Funds given ¡n response to the Employee Matchìng G¡ft

Program for unrestricted general support SSoo 12/20/2073

6725 :e lifôrniê Histor¡cal Socìetv

678 Miss¡on Street

San Francisco. CA 94105-4014 PC Funds to suoDort the Curat¡ns Cal¡fornìa Dro¡ect. s2s,000 2lrl2013

6712 Cal¡forn¡a lnstitute of Technolosv

1200 Eêst cal¡forn¡a Boulevard, Mail Code

202-3rPasadena, CA 91125 PC

5-year pledge in the total amount of S25,000,000 toestablish the s D. Bechtel ir Foundation Fund I (S23M) tosupport student l¡fe; and the S. D. Bechtel Jr. Foundat¡on

Fund ll (S2M) to support outreach efforts to californiastudents and teachers. Ss ooo ooo 771Ls12073

6353 3alifornìa Missions Foundation

Po Box 23035

Santa Barbara, cA 93121 PC

(2012-2014) 3-year S75,000 grant to the california Missions

Foundation for ¡ts monitoring and administrative oversightof the preservation, conseruation and restorat¡on workundedãken ãt thê Mìssions- S25 ooo 7124/2013

6324 :alifornia M¡ssions Foundation

Po Box 23035

Santa Barbara, CA 93121 PC

3-year pledge in the total amount of 5675,000 forrestoration work on slx Missions, three of which are

affil¡ated w¡th state Parks that are facing closure

Dossibilities- S225 ooo 7 /2412073

6769

:aliforn¡a Pacìf¡c Med¡cal Center

Foundation

P.O. Box 7999

san FrancÌsco, CA 94120-7999 PC

3-year renewable ¡n the total amount of 5450,000 for theSenior Scholar position at Dr Andereck's Program in

Medic¡ne and Human Values. s1s0,000 4/7s/2013

6806 :aliforn¡a RanÊeland Trust1225 H StreetSecremento CA 95814-1910 PC

Funds given ¡n response to the staff Match¡ng Grants

Prosram. S2oo 5/3/2073

GRÀNTS PÀID IN 2013

L/TT STATEMENT A

Ref. # OrFanizat¡on Leßal Name Orpânizât¡on Addrêss

FoundationStatus of

GrantRêclo¡ênt Proiect Descr¡ptlon

Payment

Amount Pavment Date

6655 Californìa Ranpeland Trust1225 H streetSâcråmento. CA 95814-1910 PC

2-year renewable grant in the total amount of 550,000 tobu¡ld the capac¡ty of CRCC to increase awareness and

recogn¡t¡on of the ¡mportance of private working ranches in

crder to enhance the econom¡c v¡ab¡lìty of ranching in

cê l¡fornie. S25 ooo 77/al20t3

5449 cêliforh¡â School-Besed Health Alliance

1203 Preservation Park Way, Su¡te 302

Oeklend. CA 94612 PC

3-year renewable grant in the total amount of S900,000 tobuild the capac¡ty and sustainability of the organ¡zation

:harged with expand¡ng health seruices to children on

ichool camouses throushout câliforniâ S2oo ooo 72/2012073

Cal¡forn¡a Science Center Foundation

700 Exposit¡on Park Drive

Los Anseles, c,q 90037 PC

3-year pledge ¡n the total amount of 53M to bring the space

orbiter Endeavour to the Science Center, build a majorexpansion to house a world-class a¡r and space collection,and develop educational exhib¡ts and sustain ongoing

Drosrams and oDerations. s2.000.000 70/2s/2013

6274Salifornia State Un¡versity Long Beach

Research Foundat¡on

5300 State Un¡vers¡ty Dr¡ve, Suìte 332

Lons Beach. CA 90815 PC

4-year renewable ¡n the total amount of 5900,000 (uneven

payments) to support the expansion of the ¡nnovative

teacher induction Drosram ¡n Lons Beach. s393,6s1 6127/2073

7050 :al¡fornìa Waterfowl Assoc¡atÌon

1346 Blue Oaks Boulevard

Rosev¡lle. CA 95678 PC

Funds to support CWA'5 Conseryation Programs, including

Waterfowl. Wetland. Huntine HerÌtase. ênd Educêt¡on. S25o.ooo 77/22/2073

6716 cal¡forn¡a Wildlife off icers Foundation

:/o Blum & Tripp, CPA'S

480 Lytton Avenue, Suite 4)alo Alto, CA 94301 PC

Funds given are to be matched by a challenge Grant The

miss¡on of the Foundatìon is to provide financial benefitsand citizen support to the Cal¡forn¡a Game Wardens and

their famil¡es. s2s.000 2/8/2013

6796 carmel ldeas Foundat¡on

). O Box2424:armel, CA 93921 PC Funds for general operating support. All benefits waived. slo,ooo 4/2612013

7043

Cathol¡c Char¡ties cYo of the Archdiocese ofSan Francisco

180 Howard Street, Suite 100

san Francisco, CA 94105

Funds given in response to the Employee Matching GiftProgram for unrestricted seneral support. S1,ooo 7r/8/2073

5758 Center For Comoetìtìve Pol¡tìcs

124 West Street Street, Suìte 201

Alexandria. VA 22314 Funds for Eeneral ooerat¡ne suooort. ss.000 3/22/2073

6833 center Ëor Effective Philanthropv lnc

675 Massachusetts Avenue, 7th Floor

Cambridge, MA 02139 PC Funds for general operat¡ng support Slo,ooo s/3r/2073

6570 Center for Lãnd-Bãsed Leãrninp

5265 Putah Creek Road

Winters CA 95694 PC

4-year renewable in the total amount of S590,000 (uneven

payments) for CLBL to build ¡ts infrastructure and cultivatenew sources of lonE-term fuhdihs- S199 ooo 72/2012073

5658 Center for Neturâl Lends Menãsement

27258 Via lndustria, Suite B

Temecula. CA 92590-3751 PC

2-year renewable grant in the total amount of 550,000 todentify, develop and publish best pract¡ces in calculat¡ngperpetual funds needs for conseryed lands in the U.S., with

focus on California S25.ooo 70177/2013

5787

Center for Strategic and lnternat¡onalStud¡es lnc.

1616 Rhode lsland Avenue, NW

Washinston, Dc 20036 PC

Fundsfor membershìp renewal foryear 2013. Benefits

waived 5s,oo0 4/15/2073

3827 Ceres lnc.

99 Chauncy Street, 6th Floor

Boston, MA 02111 PC

Funds to support a conven¡ng to dìscuss the challenges and

cpportunities of water risk in Californ¡a for businesses and

nvestorS S1,138 sl1712013

7777 ce¡es lnc.

99 chauncy Street, 6th Floor

Boston. MA 02111 PC

Funds g¡ven ¡n response to the Employee Matching c¡ftProgram for unrestr¡cted eeneral suooort. s100 72/2012073

5590 C¡tv Parks AllÌance lnc

2121Wêrd Court NW, Fifth Floor

Wash¡neton. DC 20037 PC

4-year renewable grant for a total amount of S100,000 tobuild capacity to provide program support for urban parks

¡gencies and organizations ¡n cal¡fornia, and plan for a 2015

california Urban Parks conference-location TBD. S25.ooo 77/8/2073

5832 combat Veterans Waterfowl Associat¡on

918 Flatìron Land

Rockland, CA 95765 PC

Funds to prov¡de combat veterans locations to enjoy thetport of waterfowl hunt¡ng in an environment conduc¡ve to:omaraderle and a healing peer-to-peer ¡nteraction w¡thf,ther combat veterans. S15,ooo s/24/2013

3A45 commun¡tv Alliance for Learnins

P.O. Box 6098

Albanv, CA 94706 PC

Funds grven ¡n response to the Staft Match¡ng Grantsprogram. s2oo 6/7/2O!3

5012 :ommunitv Hosoital Foundation

P. o. Box HH

Monterev. CA 93942

s-year pledge in the total amount of 55,000,000 to supportlhe Primarv Care ln¡t¡ative. s1.000.000 9/21 /2013

6707 compassion and choices

P.O Box 101810

Denver CO 80250-1810 PC

Funds g¡ven Ìn response to the Staff Match¡ng Grants

Prosrem E40o 717A12073

697r and Choices

P.o Box 101810

Denver, CO 80250-1810

Funds given in response to the Employee Matchìng GiftProgram for unrestr¡cted general support s6oo 70/412013

GRÀNTS PÀID IN 2013

2/tt STATEMENT À

Rêf, # Orrenizet¡on LêEãl Name OrEenization Addrêss

Foundat¡on

Status ofGrant

Recioient Pro¡ect Descr¡Dtion

PaymentAmount Pavment Date

5629

connected the Californìa center for College

end Cereer

2150 Shattuck Avenue, Suite 1200

Berkelev CA 94704 PC

i-year pledge for a total of S5oo,o0o to p¡ovide sTEM-

iocused pre-algebra and algebra supports for 270 middle;chool students ìn West Contre Coste Countv- Sr37 937 72/20/2013

;885 Côhservêtion Lehds Fôundât¡ôn

835 E. 2nd Avenue, Suite 314

Durenso. CO 81301 PC

3-year pledge in the total amount of S250,000 (uneven

payments) for CLF's california F¡eld Program to build thecapacity of local communlty groups to promote and stewarc

California's Nat¡onal Conservãt¡on Lands. Sloo.ooo 9127/2073

6424 Contempoary Jew¡sh Museum

736 Mission StreetSan Francisco, CA 94103 PC

Funds to support Education and Outreach Programs for the2013 exh¡b¡t Beyond Belief: 100 Years of the sp¡ritual ¡n

Modern Art. ss,ooo s/24/2073

6704 aounc¡l on Foundations lnc

P.O. Box 75661

Baltimore, l\4D 21275-5661 PC

Funds for general operating support. Grant amount is

S2o,860 plus admin¡strative dues amount of S5oo check

total is s21,360. s20,860 7/78/2073

6335 :urators of the lJnìversìtv of M¡ssouri

Center for character & cit¡zensh¡p

f,ne University Boulevard

402 Mar¡llac Hall

;t- Louìs MO 63121-4400 PC

3-year renewable grant ìn the total amount of S600,000 fora comprehensìve online chêracter Educat¡on Ev¡dence

Clearìnghouse that will use a rigorous methodology and

tools to produce and disseminate research summarles and

oracticel ¡mol¡cet¡ons- S2oo ooo 7211312073

5802 Delta Waterfowl Foundat¡on

P. O. Box 3128

3ismarck, ND 58502

3-year pledge for a total amount of 5500,000 (uneven

payments) to support the addition of a new Chief Operêting

Off¡cer staff pos¡t¡on, s1s0,000 70/4/2013

6774 Developmental Stud¡es Center

1250 53rd Street, Su¡te 3

Emervvìlle, CA 94608-2965

3-year renewable in the total amount of 5750,000 to expand

and strengthen the carÌng School community program so

that it can be adopted ìn school d¡str¡cts on a w¡der scale

across the country. s2s0,000 4/rs/2or3

6212 Develoomental Studies Center

1250 53rd Street, Su¡te 3

Emervville, cA 94608-2965

3-year pledge ¡n the total amount of S1,000,000 to create a

;omDIete K-5 lìteracv/character develoDment DroÂram. 53s0,000 s/3rl2013

3744 Dihube unif¡ed schôôl D¡strict

1327 E. El Monte Way

Dinube. cA 93618

S-year renewable in the total amount of 52,447,78o lunevenpayments) to support implementation of the CCSS-M in

¡rades K-8, participation ¡n a cross-distr¡ct community ofpractice, ênd engagement in statewide leadership aroundSCSS-M. 5499.240 4126/2073

East Bav Zoolos¡cal Socletv

P.O. Box 5238

oaklênd, cA 94605

3-year pledge ìn the total amount of S4M for publ¡c

3ducat¡on and construction of the cal¡fornia lnterpretiveSenter, å 3,000 square foot educational space that wìllsxtend the CalifornÌa Trall experience and reinforceronseryation and science learning s1,500,000 9/27/2073

a7a7 Grove Unified School D¡strict

9510 Elk Grove-Flor¡n Road

Elk Grove. CA 95624 PC

5-year renewable ìn the total amount of S5,999,950 (uneven

cayments) to support implementation of the CCSS-M ¡n

lrades K-8, participation ìn a cross-d¡str¡ct commun¡ty ofcract¡ce, and engagement in statew¡de leadership around:css-M. S1.313.622 4/26/2073

6656 EIkho¡n sloush Foundation

P O. Box 257

Moss Landins. CA 95039 PC

2-year renewable grant in the total amount of S100,000 tocu¡ld organizat¡onal capacity to work w¡th cal¡forn¡a stateParks to ma¡ntain and manage Moss Landing state Beach,

{h¡ch was slated for closure in 2012. ss0,000 72/20/2013

6801 Environmental Defense Fund lncorporated257 Park Avenue

New York, NY 10010 PC

Funds g¡ven ¡n response to the Statt Matching Grants

Progrêm. S40o s/312073

6717 Envision Excellence in sTEM Educat¡on

2108 Lamberton Road

cleveland Heishts, oH 44118 PC

Funds for a planning forum to be hosted by the samuel¡

Foundat¡on on behalf of the STEM Funders Network toassist stetes thet âre committêd tô eãrlv edôDtion ôf NGSS S1o ooo 1 13712073

6802 EDiscooal char¡ties lnc.

1055 Taylor StreetSan Francisco, CA 94108 PC

Funds given in response to the staff Match¡ng Grants

Program, S2oo sl3/2013

711-6 Eõiscooel châr¡ties lnc

1055 Taylor Street

Sãn Francisco. CA 94108 PC

Funds given ¡n response to the Employee Match¡ng GiftProeram for unrestr¡cted eenerêl suooort. s200 7212012073

6ß7 Fam¡lV House lnc,

50 lrv¡ng Street

San Franc¡sco, CA 94122 PC

3-year pledge for a total amount of 51,000,000 for a new

ru¡lding in M¡ss¡on Bay that w¡ll serve 4,000 fam¡l¡es per

y'ear. S3oo,ooo s/77/2073

6724 F¡loli center86 canada Road

Woodside, CA 94062-2143 PC

Funds for general operating support and membership

'enewal. s5.000 2/812013

6888 Foundation Center

79 Fifth Avenue

New York, NY 10003-3076 PC Funds for seneral ooeretìns suoDofr S1s ooo a/912073

5923

Friends & Foundation of the san Francisco

Public Librarv

391 Grove StreetSan Francisco, CA 94102 PC

5-year pledge in the total amount of S300,000 to supportlhe Neishborhood Librarv CamDa¡sn. s60,000 916/2073

GRÀNTS PAID IN 201-3

3 lrt STATEMENT A

Ref. # OrEân¡zet¡on Lerâl Nemê Address

FoundatlonStatus of

GrantRec¡o¡ent Proiect Descr¡ot¡on


6790 Gârden Grove Unìfied School Dìstr¡ct

10331 Stanford Avenue

Sarden Grove. CA 92840

5-year renewable ¡n the total amount ot 55,375,700 (unever

cayments) to support ìmplementat¡on of the CcSs-M in

lrades K-8, partic¡pation in a cross-district community oflract¡ce, and engaEerient in statewìde leadership around

:css-M. s1.096.340 4/26/2073

5426 G¡rls lncorporated Of Alameda Countv

;10 16th Streetfâklând c-A 94612 PC

+-year pledge rn the total amount ot 51,000,000 to supportrhe capital Campaìgn to purchase and renovate a building in

iowntown oakland S2so.ooo 9/20/2013

6733

Girls lncorporated Of West Contra costa

Countv

260 Broadway

Richmond, CA 94804 PC

:unds to replace the roof on a building owned by Girls lnc.

¡nd to add accessìble côncrete råmos- S20 ooo 21a12073

680q GLP Côro-

100 Meadiwood Creek Drive

Corte Madera. CÁ 94925 PC

Funds g¡ven in response to the staff Matchìng Grants

Prosram. s200 5/3/2073

5009 Golden Gate National Parks Conservancy

Bu¡¡d¡ne 201, Fort Mason

Sen Frâhc¡sco CA 94123 PC

5-year pledge for a totêl amount of S2,500,000 to support

the Pres¡d¡o Trails, B¡keways and Scenìc Overlooks project,

includinE construction of the colden Gate overlook. Ssoo.ooo 4/7912013

5946 Golden Gate Nat¡onal Parks conseryancv

Building 201, Fort Mason

San Francisco, cA 94123 PC

5-year pledge ¡n the total amount of S25,000,000 for the

last and most dramat¡c park build¡ng projects in thePresidìo: a stunning new landscape on the Pres¡d¡o Parkway

tunnel top and an expanded youth programs campus atcr¡ssv F¡eld S3,ooo,ooo ro/4/2or3

Golden Gate Natìonal Parks Conservancv

Buìld¡ng 201, Fort Mason

Sân F.encisco. CA 94123 PC

3-year renewable grant in the total amount of 5450,000 tosupport the Ìmplementation of the "stewarding Diverse

Environmental Leadership" project, which w¡ll broaden the¡mpact of exìsting h¡gh school youth leadership and

stewardshio Droerams. Slso.ooo 7017!/2073

5849 Graduate Theolosical Union

2400 Ridge Road

Berkelev, CA 94709 PC Fundsto honorthe leeacv of James A Donahue ss,ooo 6/2r/2073

3722 3rântmakers For Effect¡ve Orsehizet¡ohs

1725 DeSales Street NW, Su¡te 404

Wâshinston. DC 20036 PC

Funds given as a grant of 55,800,plus dues of $300 Total

amount of check is S6,100. S5,8oo 2/r/2013

t979 Srantmakers For Effect¡ve Organ¡zations

1725 DeSales Street NW, Su¡te 404

Washinston, DC 20036 PC

3-year pledge ¡n the total amount ot 575,000 forunrestr¡cted support for work to increase impact and tofinãnciãllv sustain the oreanìzat¡on s2s.o00 77/75/2073

3422 Srantmakers ln Health

1100 Connecticut Avenue, NW

Suite 1200

Washinston, DC 20036-4110 PC

Funds for annual access to programs and seruices provided

bv GIH and its fundinq partners S3,37s s/77/2or3

3710 Sreater PittsburEh Literacv Council

411 Seventh Avenue

Suite 550

P¡ttsbursh. PA 15219 PC

Funds given in response to the Staff Matching Grants

Program. S40o 7/18/2013

i715 Group Asainst Smos and Pollutìon lnc.

5135 Penn Avenue

Pittsburch, PA 15224 PC


ProEram S60o L/r8/2013

;966 Hamosh¡re college Trustees

893 West StreetAmherst, MA 01002 PC

Funds given ¡n response to the Employee Matchìng G¡ft

Prosram. s2oo 70/4/2Or3

7t77 Hânnê Bovs Center

P.O. Box 100

cÁ 95476-0100 PC

Funds given in response to the Employee MatchÌng G¡ft

Proqram for unrestr¡cted seneral support. S40o 72/20/2013

7033 Hôr¡zons Fôundât¡on

550 Montgomery Street, Su¡te 700

San Frencisco CA 94111 PC

Funds gÌven in response to the Employee Matching G¡ft

Prosram for unrestr¡cted seneral sugDort. s1,000 1r/812013

7034 Human R¡ahts Watch lnc,

350 Fifth Avenue,34th Floor

New York, NY 10118-3299 PC

Funds given in response to the Employee Matching GiftProgram for unrestr¡cted general support. S60o rlla/2073

6767 lnc

2001 S Streeet NW, Suite 400

Wash¡nston, Dc 20009 PC

3-year renewable ¡n the total amount of S750,000 forincreased development capac¡ty, financial sustainability, and

continued research and development. S3oo ooo 4/75/2013

6723 ndeoendent Sector

1602 L Street, NW

Suite 900

Wash¡nEton. D c.20036 PC

Dues of S15,0oo paid, but S350 is considered admin¡strative

costs and 514,650 is consìdered to be a grant. S14,6so 2/r/2073

6423 nternational Gu¡ding Eves lnc.

13445 Glenoaks Boulevard

Sylmar, cA 91342 PC Funds eiven in memoru of Glenn Gulvin. s1.000 s/24/2073

7032

nternational Planned Parenthood

Federation, Western Hemìsphere Region

nc,

125 Maiden Lane,gth Floor


Funds given ¡n response to the Employee Matching GiftProgram for unrestricted general support. s60o 1!a12073

6579

sland Press- center For Resource

Econom¡cs

2000 M Street, NW, Suite 650

Washinston, DC 20036-3319 PC

3-year pledge ¡n the total amount of 5225,000 {unevenpayments) for the San Francisco Bay Area Susta¡nab¡lity

Knowledge Network, a series of ta¡lored events connectìng

lsland Press authors with local thought leaders and decision

makers. S7s ooo 7217312073

I David Gladstone lnst¡tutes

1650 Owens StreetSen Franciscô CA 9415A-2267 PC

5-year renewable ¡n the total amount of 56,000,000 todevelop the Center for Comprehensive Alzheimer's Disease

Research to accelerate progress toward prom¡s¡ng

Alzheimer's disease treatments. S1.2oo.ooo 9/20/2073

GRJANTS PÀID IN 2013

4/tt STÀTEMENT À

Ref. # OrEan¡zat¡on Lesal Name Address

Foundat¡on

Status ofGrant

ReciDient Pro¡ect DescriDt¡on

Payment

Amount Pavment Date

5964 I Dâv¡d Gledslône lnstitutes1650 Owens Street;an Franc¡sco. CA 94158-2261 PC

3-year renewable grant in the total amount of S600,000 tosupport a young investìgator conducting research on thecauses for and treatment of Alzheimer's disease. S2oo.ooo 72/20/2073

6972 lust Hâruest Educetion Fund

16 Terminal Way

Pittsburqh PA 15219 PC

Funds given in response to the Employee Match¡ng G¡ft

ProErâm for unrestr¡cted penerâl suooort S6oo 70/412013

6699 K¡ckstart-lnternatÌonal lnc.

c/o Sandbox Su¡tes

567 Sutter Street, 3rd Floor

San Franclsco, CA 94102

Funds g¡ven ìn response to the staff Match¡ng Grants

Program. S40o 7/78/2013

6969 nc

c/o sandbox suites567 Sutter Street, 3rd Floor

San Franc¡sco, CA 94102

Funds given ¡n response to the Employee Match¡ng GiftProsram for unrestricted peneral suooort. S6oo 70/4/2013

5803 KIPP Foundatìon

135 Ma¡n Street, Suite 1700

San Frênc¡sco, CA 94105 PC

Funds gÌven ¡n response to the Staft Match¡ng Grants

Program, s2oo s/312073

5467 KQED lnc.

2601 Mar¡posê Street


z-year renewable in the total amount of S250,000 to expand

¡nd enhance NewsHourrs science iournalism s12s,000 8/2/2013

7r23 (QED Inc.

2601 Mariposa StreetSan Franc¡sco, cA 94110 PC

Funds given ¡n response to the Employee Matching GiftProgram for unrestricted seneral suoDort s1.000 12120/2073

7045 Lâfevette Pertners ln Educetion

P. O. Box 923

Lâfevette C-A 94549 PC

Funds gìven ¡n response to the Employee Matching G¡ft

Prôprêm for uhrestr¡ctêd penerâl subÞôrt 31 600 77lA/2073

6659 Landoaths

618 4th Street, Su¡te 217

Santa Rosa. CA þ5404 PC

2-year renewable grant in the total amount of 550,000 forcapacity buìlding to enhance LandPaths' management and

stewardship of state parks w¡th communìty volunteers and

students from Sonoma Countv S2s.ooo 72/2012073

6788 Lonq Beach Unified school D¡strict

1515 Hughes Way

Lons Beach, CA 90810 PC

5-year renewable in the total amount of S7,500,000 (uneven

payments) to support implementation of the CCSS-M ingrades K-8, part¡cipation ¡n a cross-district community ofpract¡ce, and engagement in statewide leadership around

ccss-M. s2,013,009 4/26/2073

6817 Los Aneeles Countv Educat¡on Foundat¡on

448 S. Hill Street, su¡te 1001

los Anseles, cA 90013-1137 PC

3-year renewable grant in the total amount of 99,198 forthe expansion of the cal¡fornia civic Learning lnit¡ative toinclude two Oranse Countv hish schools s39,204 7/19/2013

5673

Los Gatos-Saratoga Joint Un¡on High School

District20 H¡gh School Court

los Gatos, CA 95030 PC

5-year renewable grant in the total amount of S150,000 tosupport an Advanced Science Research course ¡n a project-

based learninq academv at Los Gatos High School s3o,ooo 6/7/2073

6774 Make The Road New York

301 Grove Street3rooklvn. NY 11237 PC

Funds g¡ven in response to the Staff Match¡ng Grants

ProEram. s700 7/7A/2073

6694 Mathemat¡cal Sc¡ences Research lnst¡tute17 Gauss Way

lerkelev, CA 94720-5070 PC

Funds for four programs: Math Circles in San Franc¡sco and

oakland; trainìng for aspir¡ng math teachers; a mathemat¡cs

summer institute for elementary school teachers; and thelul¡a Robertson Math Competit¡on s350,000 7/77/2073

5213 Mills Colleee

5000 MacArthur Boulevard

Oakland, CA 94613 PC

3-year renewable rn the total amount ot 51.,200,000 tosupport "Educating for Democracy in the Digital Age" hlgh

school c¡vic education init¡ative at oakland Unif¡ed school

D¡str¡ct. s308,746 812/2013

3207 Monterev Bav Aouar¡um Foundation

886 Cannery Row

Monterev, CA 93940-1085 PC

s-year pledge in the total amount of S5,o00,ooo to enable

California schoolchildren to vÌsit the Aquarlum at no charge;

these visits are designed to spark children's interest in

science and the natural world. Sl,ooo,ooo 2/rs/2073

5008 N4onterev Bêv Aquarium Foundation

886 Cannery Row

Monterev, CA 93940-1085 PC

5-year pledge for a total amount of $5 mill¡on paid at S1

million per yearwhìch is to be divided annually as: 60%for;apital improvements to the Outer Bay Wing Gallerìes, and

40% for educational grosrams. s1.000.000 9/27/2073

7r22 Montgomerv college Foundation lnc

40 West Gude Dr¡ve, Suite 220

Rockville. MD 20850 PC

Funds given in response to the Employee Mêtch¡ng GiftProsram for unrestr¡cted general suDoort. s400 72/20/2073

3808 Muir Her¡tâse Lend Trust

P O. Box 2452

Mefr¡nez CA 94553 PC

Funds g¡ven Ìn response to the Staff Matching Grants

Prosrâm s2oo s/3/2013

4750 Vluir Heritase Land Trust

P.O Box 2452

Martinez, CA 94553 PC

5-year renewable grant for a total amount of S250,000 tosupport the Muir Heritage Land Trust's conseryation and

3ducation activìties. Sso,ooo ro/7r/2073

6749 \ational Audubon Societv lnc


San Franc¡sco. CA 94704-3402 PC

Funds for development of a Bus¡ness Plan for the MigratoryB¡rd Conservat¡on Partnershio. S22o.ooo 3/29/2073

6825 National Audubon Societv lnc.

225 Varick StreetNew York, NY 10014 PC Funds to suÞport the 31st Consecutive Bird-a-Thon. S2,soo s/24/2013

GR.AIi¡TS PATD IN 2013

5 /77 STÀTEMENT A

Ref. f OrEân¡zât¡on LêÊâl Nâmê Orßanizat¡on Address

FoundatlonStatus of

GrantRecipient Proiect DescrlDtion


5845 \at¡onal Audubon soc¡etv lnc

220 Montgomery Street, SuÌte 1000

ian Franc¡sco, CA 9410+3402 PC

3-year renewable grant ¡n the total amount of S2,000,000(uneven split) for continued support of the Migratory B¡rd

Conseruation PartnershÌÞ, vears 4-5, 5688,741 70/!!/2013

7046 Natìonal Audubon Societv lnc.

220 Montgomery Street, Suite 1000

San Francisco, cA 94104-3402 PC

Funds gìven ¡n response to the Employee Match¡ng GiftProgram for unrestr¡cted seneral supÞort. S1,ooo 17/812013

7727 National lnstitute of Art and Disab¡lìties

;51 23rd Street

ìichmond. CA 94804 PC

Funds given in response to the Employee Matching GiftProsram for unrestricted Eenerãl suoDort. Sloo 7212012013

5905 Nat¡onal Judicial Collese

c/o National Jud¡c¡al college

Jud¡cial Educat¡on Building, MS 358

Reno, NV 89557 PC

3-year renewable grant in the total amount of S227,500(uneven payments) to support the jud¡c¡al educatìon

program for judges overseeing complex water litigatìon and

to suDoort DTW's efforts to diversÌfv revenue sources. s82.7s0 8/27/20!3

3591

Nat¡onal Trust for Hìstoric Preseruation in

the United states

Ihe Watergate Office Bulìdng

2600 Virg¡nia Avenue NW, Suite 1000

Washinston. D C 20037

2-year pledge for a totêl amount of 5200,000 to bu¡ld

NTHP's capacity to protect and enhance California's places

rf hìstor¡c and cultural heritage by developing a majorConor oroeram. Sloo,ooo 72/ß/20!3

;948 Nature Conseryancv, lnc.

201 Mission Street,4th Floor


3-year renewable for a total amount of 52,250,000 to build

fNC's Water Program capac¡ty to engage at TNC platform

;ites, to develop decision support tools, ênd to susta¡n ¡ts

eadership role for statewide water oolicv. s800,000 rlrr/20r3

6604 Nature Conseruancv. lnc.

201 Mìss¡on Street,4th Floor

San Franc¡sco. CA 94105 PC

:unds tor a Coordrnator pos¡tron tor the Mrgratory Eird

:onseruat¡on Partnersh¡o. 5742 r43 711712073

70r9 Nature Conseruancv, lnc.

201 Mission Street,4th Floor


4-year pledge Ìn the total amount of S240,000 to supportCaliforn¡a conservation Associates program, which places

undergraduate and postgraduate students ìn fellowsh¡ps atTNC to feed the p¡pel¡ne of talented and informed waterand conseryat¡on. s60,000 72/73/2073

6764 Nãturebridse28 Geary Street, Suite 650

Sen Frencisco CA 94108 PC

2-Vear pledge in the total amount of53M for construct¡on

of the YosemÌte Environmental Education Center, a state-of-the-art learning campus for science and environmentaleducation. s1.s00,000 4/26/2013

6861 Navv Seal Foundation lnc.

1619 D Street, Building 5326

V¡rsin¡a Beach, VA 23459

Funds to support the 2013 NavV SEAL Foundatìon Tr¡bute

Weekend Septembet 27-29,2OI3 pet the request of Darren

Bechtel. Ss,ooo 6127/2073

6724 Northern california crantmakers525 Market Street,3rd Floor

;an Francisco, CA 94105 PC

Fundsfor membership dues. Total dues amount of $15,000paid can be considered S50o for adm¡nistrative dues costs,

and srant amount of S14,500, s14.s00 2/7/2073

4725 Oakland Museum of Californla Foundêtion

1000 Oak Street

)akland, CA 94607-4892 PC

5-year pledge for a total amount of S1,000,000 for therenovat¡on and expansion of the Oakland Museum ofCalifornìa's Gallerv of Natural Sciences. s200,000 17l8/2013

6742 oakland school for the Arts

:/o Venturespark¿227 Union Street

;an Francisco, CA 94123 PC Funds for a Gala Receotlon benefit, Ss,ooo 4/15/2013

7t7A Oakland Schools Foundatìon

/46 Grand Avenue)ortable 5

lakland. CA 94610 PC

Funds g¡ven in response to the Employee Match¡ng GlftProsram for unrestricted seneral suooort S1 ooo 7212012073

5719 Oakland Unified School Distr¡ct

-akev¡ew Câmpus

146 Grand Avenue

lakland, CA 94610 PC Funds to be used to expand the PE Equìpment L¡brary. s100,000 s/77/2073

77r9 ocean Conseryancv lnc.

1300 19th Street NW,8th Floor

Wash¡nston, DC 20036 PC

Funds given in response to the Employee Match¡ng Gìft

Program for unrestr¡cted seneral support ss,000 1212012013

3786 Cceans¡de Un¡fied School D¡strlct

2111 Mission Avenue

Oceanside, CA 92058 PC

5-year renewable ¡n the total amount of 53,482,832 (uneven

payments) to support implementation of the CCSS-M in

grades K-8, part¡cipat¡on in a cross-distr¡ct commun¡ty ofpract¡ce, and engagement in statewide leadership aroundccss-M. s936,ss3 4/26/2013

7126 Cxfam-America lnc.

226 Causeway street, Sth Floor

Boston, MA 02114-2206

Funds given in response to the Employee Matching GiftProgram for unrestricted seneral suDDort. s1.000 72120/2013

7044 Educat¡on Foundatìon

375 Reina Del Mar Avenue

Pacìf¡ca. CA 94044 PC

Funds given in response to the Employee Match¡ng GiftProgram for unrestricted general support S2,ooo n/8/2073

77r2 Pac¡fica Land Trust

P. O. Box 988

Pacif¡ca, CA 94044 PC

Funds given in response to the Employee Match¡ng GiftProgram for unrestricted general support, s2,ooo 12/20/2073

tr7 PCI-Media lmÞact, Inc.

777 United Nations Plaza,5th Floor


Funds given ¡n response to the Staff Matching Grants

Prosram. s400 7/78/2073

GR.AIiITS PAID IN 2013

6/r7 STATEMENT A

Rêf- f Drqanlzatlon LeEal Name Address

FoundationStatus of

GrantReclD¡ent Pro¡ect DescriDt¡on

Payment

Amount Pevment Date

6973 PCI-Medie imbect lhc

777 United Nat¡ons Plaza, 5th Floor

New York NY 10017 PC

Funds g¡ven ¡n response to the Employee Matching G¡ft

Program for unrestr¡cted general support. s6oo Lo/4/2073

6727 PerÞetual Education Fund lnc

50 East North Temple Street

salt Lake c¡tv, uT 84150-1521 PC Funds siven ìn memory of Roland Gardner Reading. Ss.ooo 2/812013

6909 Pìe Rênch

P. O. Box 363

Pescêdero. CA 94060 PC

Funds g¡ven in response to the Employee Matching GiftProErem for unrestricted Eenerâl suooort- 31 600 al9/2013

677A P¡edmont communitv church400 H¡ghland Avenue

Piedmont, CA 94611 Funds siven in memory of Norma and Bob Wells s2s,000 r/2s/2073

5835 Piedmont communitv church

400 Highland Avenue

P¡edmont CA 94611 PC

3-year renewable grant in the total amount of S100,000(uneven payments) for the salaries of two student M¡n¡stry

lnterns to develop posìtìve relationsh¡ps wìth middle and

hìgh school students and ìnvolves them in communityimprovement ÞrogÍams, sso,ooo s/20/2013

703r P¡edmont commun¡tv church400 Highland Avenue

Piedmont, CA 94611 PC

Funds g¡ven ¡n response to the Employee Matching ciftProgram for unrestricted general support. Ss,ooo 17/8/2073

Plavworks Education EnerEized

155 Fìlbert Street, Suite 234

oakland. c-A 94607

3-year renewable grant for a total amount of 5450,000(uneven split) to build a sustainable program by expanding

the revenue generatÌng Trainlng Model and developìng

more corporate support through the marketing of:oroorête emolovee ensaeement oroiects. S125 ooo 7 177/2013

6340 Blue Conservation Sc¡ence

3820 Cypress Drive #11

Petaluma. CA 94954 PC

3-year pledge in the total amount of S1,917,000 to ¡mprove

3alifornia's watersheds by enhancing grazing lands and

:onnecting w¡th valley wetlands, w¡th a focus on thelooth¡lls of the Central Vallev S639.ooo 9/2012073

5848 Point Blue Conseruat¡on Sc¡ence

3820 Cypress Drive #11

Petaluma, CA 94954 PC

3-year renewable grant ¡n the total amount of S2,00o,ooo

Iuneven split) to be used for continued support of theMìsratorv Bird conservation Partnersh¡o for vears 4-6. s679,87s 70/7712073

6840 Positive coaching Alliênce

1001 N. Rengstrott Avenue, Suite 100

Mounta¡n V¡ew, CA 94043 PC

:unds g¡ven ¡n response to the Staff Match¡ng Grants)rogram. Ss,ooo 6/7/2013

645r Posit¡ve coachins All¡ance

1001 N. Rengstroff Avenue, Suìte 100

Mountain View, CA 94043 PC

3-year renewable grant in the total amount of S2,000,000(uneven split) for technology infrastructure to supportgrowing expans¡on and for convening staff members aroundthe country to motivate them and ensure high quality

Þroeram ¡s sustained. s630,000 17/8/2013

3498 Pres¡deht & Trustees of colbv côllege4342 Mayflower Hill

i/Veterville. Meine 04901-8843 PC

4-year pledge of $200,000 to support incremental summerresearch awards/internsh¡ps ¡n the areas of physics and

astronomy, geology and physical chemistry (Note: Payment

for 2009 sk¡pped so all remainìng payments extended by

one vear--final oavhehl 2012ì Sso ooo 61712073

6974 Prison Universitv Proiect lnc.

P.O. Box 492

!an Quentìn, CA 94964 PC

Funds given in response to the Employee Match¡ng Gìft

Program for unrestricted general support S4oo ro/4/2073

7r70PTA Calìfornia Congress of Parents Teachers

& Students lnc.

;61 Merriwood Drive

Lafavette, CA 94549 PC

Funds g¡ven ¡n response to the Employee Matching GiftProgram for unrestricted general supÞort. s400 L2/20120L3

5253 Public Policv lnst¡tute of California

;00 Washington Street, Suite 600

;an Francisco, CA 94111 PC

3-year pledge for a total amount of 5750,000 for research,

leadership convenings, and publ¡c outreach to spark

conversation among Californians about the role ofgovernment in respondins to the state's future challenses. s2s0,000 6/2r/2013

6967 Puente A La Salud Comunitaria

24 WaterwaV, Suite 300

fhe Woodlands, TX 77380 PC

Funds given ¡n response to the Employee Matching GiftProgram for unrestricted seneral suDDort s200 70/4/2013

Purdue Foundation lnc

)epartment of Engineering Education\,leil Armstrong Hall of Eng¡neerìng, Rm

L377

701 W. Stadium Avenue

uvest Lafavette, lN 47906-2045 sot

3-year pledge in the total amount of 55 million to supportthe creation of the lnnovation Design Center that willprovide a hands-on environment for Purdue engineer¡ng

and technology students that expands their collaborativelearnine. s2.000,000 72/20/2073

3704 Real¡tv san Franc¡sco Church

1504 Bryant Street, Suite 301



Program. ss.000 717812073

5814

Rector & Vis¡tors of The Un¡vers¡ty ofVirs¡nia

School of Engineering and Applied Science

P.O. Box 400256

Charlottesv¡lle, VA 229044256 PC

4-year pledge for a total amount of 5600,000 to support a

study of the ìnterest and engagement in STEM of students in

srades 3-12. S15o.ooo 17lA/2073

GRANTS PÀID IN 201-3

7 /tt STÀTEMENT A

Ref. # Or?an¡zat¡on Lesal Name Address

FoundationStatus of

GnntRec¡Dient Pro¡ect Descr¡Dt¡on

PaVment

Amount Pâvment Date

6633

Regents of the Un¡versity of california atBerkelev

College ot Natural Resources

2115 Mìlv¡a Street, su¡te 3

Un¡versity of californ¡a

lvail Code 7430

Berkelev, CA 94704 PC

Funds for the Center's capaclty to ìmprove children'snutr¡tion s1s0,000 3/22/2013

6467

Regents of the University of california atBerkelev

fne centennial Drive, Ms 5200

Berkelev CA 9472O-5200 PC

3-year renewable in the totêl amount of S1,304,141 (uneve¡

payments) for professional and curriculum development forresidential outdoor sc¡ence programs to advance BetterEnv¡ronmental Educat¡on Teach¡ng, Learn¡ng, Expert¡se, and

Sher¡ns IBEETLESì 54227s2 771A12073

6264Regents of the Un¡versity,of Calìforn¡a,

Davìs

lff¡ce of Research, Sponsored Programs

!850 Research Park Dr¡ve, Su¡te 300

)avis, CA 95618 PC

4-year renewable ¡n the total amount of $1,600,000 (uneven

payments) for the development and ìmplementation of a

partnership between Uc Dav¡s and two local school d¡str¡cts

to strensthen intesrated STEM education s517,000 77/r/2013

6805 ReÞionel Perks Foundãtion

P.O. Box 21Ol4

Crestmont Station

Oakland. CÁ 94620 PC

Funds given in response to the Staff Match¡ng Grants

Prosram. s1.000 sl3/2073

6630 Resources For The Future lnc.

1616 P Street, NW

Weshinston DC20036-1400 PC

4-year pledge Ìn the total amount of 51,200,000 (uneven

payments) for energy policy research and communicatìons

:eoacitv S288 ooo 72/20/2013

5774 Resources Lesacv Fund

Resources Legacy Fpnd

555 Capitol Mall, suite 1095

Sâcramento. CA 95814

3-year renewable in the total âmount of 59 m¡llion tosupport the Californ¡a Water Foundation, a ten-yearphilanthropic initiatÌve designed to advance sustainable

wãter meneEement in cåliforn¡a- S3 ooo.ooo s/312073

3377 Ronald Reaean Presidential Foundation

40 Presidential Dr¡ve, Su¡te 200

S¡m¡ Vallev. cA 93065 PC

5-year pledge ¡n the total amount of S1,500,000 for theJnderur¡tìng of the Peace Through Strength Exhibit in theRonald Reagan Presidential Library and Museum in honor oflormer Secretaru of state Georse shultz. s300.000 ro/25/2073

t553 ;acramento-san Joaouìn Delta Conseryancv

3500 lndustrial Boulevard, Second Floor

West Sacramento, CA 95691 PC

Funds for Delta Conservancy, NewFields, and Palant¡r tolemonstrate a new technology and process for water'esource planning by workìng in parallel with theiacramento & San Joêqu¡n Bas¡ns Studv s2s0,000 3/2912073

6740 ian Frêncìsco Food Bank

900 Pennsylvan¡a Avenue

Sen Frâncisco. CA 94107 PC

:unds g¡ven ¡n response to the Statt Match¡ng Grants)rogrãm. S2oo 2/75/2073

6799 Francìsco Food Bank

900 Pennsylvania Avenue


:unds given to support fundraising efforts by Fremont

Sroup on behalf of the san Francisco Food Bank. Ss,ooo s/3/2OL3

6913 Francisco Food Bank

900 Pennsylvania Avenue


Funds g¡ven ¡n response to the Employee Match¡ng GiftProaram for unrestricted seneral support. S6oo 8/9/2073

7044 ;ân Frenc¡sco Foundet¡on

one Embarcadero center, Su¡te 1400


Funds g¡ven ¡n response to the Staff Match¡ng Grants

Prosram. s1,000 77/A/2013

6368 Sand Countv Foundation lnc

16 North Grroll Street, Suite 450

Madison, Wl 53703 PC

2-year renewable in the total amount of S3o,ooo (uneven

split) for the Leopold Award, which recognizes agriculturallandowners in californ¡a who practice exemplary land and

water stewardsh¡o and manaeement. s10,000 7/7912013

6785 SanÂer Un¡fied School D¡strìct

1905 Seventh streetSanser, CA 93657 PC

5-year renewable in the total amount of S2,476,645 (unever


grades K-8, partìc¡patìon ìn a cross-district community ofpractice, and engagement in statewide leadership aroundccss-M. s640,021 4/26/2073

67a9 Sentê Ane unified School Distr¡ct

1601 East Chestnut Avenue

Santa Ana. CA 92701 PC

5-year renewable in the total amount of $6,060,386 (unever


grades K-8, participation in a cross-district community ofpractÌce, and engagement in statewide leadership aroundccss-M S1,199.194 sl3/2013

5768 Santa catal¡na school

1500 Mark Thomas Drive

N4onterev, CA 93940-5291 PC

s-year pledge in the total amount of 58,000,000 for a new

Science and Math Buìldine. s1.600.000 4l7sl2013

6A07 Save Mount Diablo

1901 Olymp¡c Boulevard, Suite 320

úúalnut creek, cA 94596 PC

Funds g¡ven in response to the Statf Match¡ng Grants

Program. S2oo s/3/2073

5666 scripps collese1030 columbia Avenue

:laremont, CÂ 91711 PC

4-year pledge ¡n the totêl amount of S1,460,000 (uneven

payments) to support development of ¡nterd¡sc¡pl¡nary multsubject science curriculum and faculty. S3ss ooo 9/27/2073

GR,ANTS PA]D IN 2O].3

I /L7 STATEMENT À

Ref. # Orsanlzation Le?al Name OrÊan¡zatlon Address

Foundat¡on

Status ofGrant

ReclDient Pro¡ect Descrlot¡on


5541 S¡l¡con Vallev Education Foundation

1400 Parkmoor Avenue, Su¡te 200

San Jose, CA 95126 PC

3-year renewable grant to support three key SVEF goals:

serying as the first regional alliance ¡n the California STEM

Learn¡ng Networkj develop¡ng integrated STEM

programming; and expanding fundra¡sing and developmentefforts. s2s0,000 70/2s/2013

3aM S¡ns For Amer¡ca Foundation

463 Buena Vìsta East - #3

San FrancÌsco. CA 94117 PC


Prosram. Ssoo 6h 12013

a79a skiff sailina Foundation

501 Cesar Chavez Street

san Franc¡sco, CA 94124 PC

Funds for challenge to win the RedBull Youth Amer¡ca's cupln San Francisco Bav. s10,000 s/3/2073

aao4 Sonomã Land Trust

966 Sonoma Avenue

Santã Rosa. CA 95404 PC


Prosaem. S2oo sl3/2013

7r74 Spìr¡t Rock Med¡tat¡on Center

P.O. Box 169

Woodacre, CA 94973 PC


Prosram. s350 72/20/2013

6707

Stanford University Board of Trustees of theLeland stanford Jun¡or Un¡versitv

Jbb Galvez 5treetStanford. CA 94305-6015 PC :unsfor membershiÞ. Benefits waived. Slo.ooo 7/77/2073

6744

Stanford Unlvers¡ty Board of Trustees of theLelãnd stãnford Juhior uhiversilv

Kn¡ght Management Center

655 Knight Way

Stênford CA 94305-7298 PC

:unds given in response to the Staff Matching Grants)roprâm SToo 212212073

6745

;tanford University Board of Trustees of theLelând Stanford lunior Un¡versitv

School ot Humanities and 5c¡ences

Cffice of External Relations

Frances c Arrillaga Alumn¡ Center

326 Galvez Street

ltanford. CA 94305-5018 PC


orosrem. S2oo 2122/2073

5968

Stanford University Board of Trustees of theLeland Stanford Junior Universitv

School ot Human¡t¡es and Sc¡ences

cffice of External Relat¡ons

Frances C, Arr¡llaga Alumni center326 Galvez Street

stanford, CA 94305-5018

Funds g¡ven in response to the Employee Match¡ng GÌft

Program desisnated for the Graduate school of Bus¡ness s1.000 ro/4120!3

7035

Stanford Unìversìtv Board of Trustees of theLeland Stanford Jun¡or Un¡versitv

ichool ot Humanrtres and Scrences

f,ffice of External Relations:rances c. Arrillaga Alumni Center

326 Galvez Street

;tanford, CA 94305-5018 PC

Funds gìven in response to the Staff Matching Grants

Proqram. S2,ooo fil8/2013

7024

Stanford Un¡vers¡ty Board of Trustees of theLeland Stanford Junìor Unìversìtv

School of Humanit¡es and sclences

Office of External Relations

Frances C. Arr¡llaga Alumn¡ Center

326 Galvez streetStanford, CA 94305-5018 PC

Funds g¡ven ¡n response to the Staff Match¡ng Grants

Program. s2,ooo 71/8/2013

77r5stanford University Board of Trustees of theLeland Stanford Junior University

school of Human¡ties and Sciences

Office of External Relat¡ons

Frances c Arr¡llaga Alumni center326 Galvez Street

Stenford CA 94305-5018 PC

Funds g¡ven ìn response to the Employee Matching G¡ft

Program s2,ooo !2/20/2013

3775

stê nford Univers¡ty Board of Trustees of theLeland Stanford luniôr lJniversitv

stanford Graduate School of Education

365 Lasuen MallStenford C494305-3096 PC

3-year renewable in total amount of 5650,000 (uneven

payments) fo. research ¡nto Bay Area broad-access

postsecondary institut¡ons and their ¡mpact on the economycf Silicon ValleV. s2s0,000 sho/2073

3326

Stanford Un¡vers¡ty Board of Trustees ofThe Leland Stanford Jun¡or Universitv

Stanford Univers¡ty

34 Galvez Mall

Stanford, CA 94305-6010 PC

5-year pledge in the total amount of 55,000,000 for the newbuildine at the Hoover lnstitution s1.000.000 6l2r/2013

3602

Stanford University Board of Trustees of theLeland stanford Junior Universitv

Jerry Yang & Aklko Yamazak¡ Environment &Energy Building - Mc 4205

473 Via Ortega

stanford, CA 94305 PC

3-year pledge in the total amount of S150,000 for theLeopold Leadersh¡p Program, a fellowship program forresearchers designed to bu¡ld the sk¡lls necessary to betterntesrate scìentific findinÊs ìnto prêctice. sso,ooo ro/7a/2073

6729

Stanford University Board of Trustees of theLeland stanford J un¡or u niversity

Jerry Yang & Akiko Yamazaki Env¡ronment &Energy Bu¡ld¡ng - Mc 4205

473 V¡a Ortega

Stenford CA 94305 PC

4-year renewable grant in the total amount of S1,406,897 tosupport environmental education research that supportsBay Area pract¡ce and strengthens the field ¡n cal¡fornia and

beyond. S2i7 sgz L2/20/2073

62rO

itrategìc Educatìon Research Partnership

nst¡tute1101 14th street, N. W., suite 300

WashinEton. DC 20005 PC

z-year renewable in the total amount ofS1,450,000 payable

rt S716,000 and S734,000 for implementatìon of common:ore State Standards-Mêth in SFUSD and OUSD middleschools, and science Drogram ¡n oUsD elementary schools. s734.000 4/2612013

6727 ;tudent Conseruatìon Assocìation lnc

P O. Box 550

Chãrlestown NH 03603-0550 PC

Funds given in response to the Staff Match¡ng crantsProsrem- Ssoo 712512073

6372 Conseryation Associat¡on lnc

P. O. Box 550

Charlestown, NH 03603-0550 PC

3-year renewable in the total amount of 5500,000 (uneven

rayments) to strengthen and expand conservat¡on service

¡nd environmental educat¡on programs for Cal¡forn¡a youth,

rith a oarticular focus on the urban Bav Area. s200.000 7 I 79/2013

GRÃNTS PÀID IN 2013

9 /LL STATEMENT À

Ref. # Oreanlzatlon Lesal Name Address

FoundationStatus of

GrantRec¡p¡ent Proiect DescriDtion

Payment

Amount Pavment Date

3706 lummer Search

500 Sansome Street, Su¡te 350

ian Frâncisco CA 94111 PC

Funds given ¡n response to the Staff Match¡ng Grants)rosram- S2oo 7/7A/2013

6703 ;uoer Stars L¡teracv lnc.

333 Hegenberger Road, Suite 503

Sakland, CA 94621

:unds g¡ven in response to the Staff Matching Grantsrrogram. S2oo r/7a/2073

6738 sustã¡neble Conseruation

l8 Battery Street, Suite 302

;an Francisco. CA 94111 PC

Funds given ¡n response to the Staff Matchìng Grants

Proeram s1,s00 2/rs12073

æ12 Sustainable Conservation

98 Battery Street, Su¡te 302

San Franc¡sco, CA 94111

3-year pledge for a total amount of S539,000 (uneven

payments) for capacity-building efforts to desìgn and

implement a multi-year fundrais¡ng in¡tiative that can

¡ncrease v¡sibility, divers¡fy the funding base and increase

f¡nanc¡al secur¡tv. s174,000 81212073

6974 sustêineble conseruâtion98 Battery Street, Suite 302


5-year pledge in thetotal amount of 53,000,000 (uneven

payments) in support of Susta¡nable Conseruation's "Making

BÌe ldeas Work" camoaien. s700,000 813012073

7773 Sustâineble conseruetion98 Battery Street, Suite 302


Funds given ìn response to the Employee Matchìng GiftProsram for unrestricted seneral suDoort s2.000 12120/2073

6330 Sutter Buttes Resìonal Land Trust

P o. Box 3359

Yuba Citv. C-A 95992 PC

4-year renewable grant for Sutter Buttes Reg¡onal Land

Trust to build their fund development and organizat¡onal

capac¡ty to preserue and steward lands ¡n the Sutter Buttes

reEion fFINALGRANTI. s30.000 7/79/2073

5773

The Alameda County Communìty Food Bank

lnc.

P.O. Box 2599

oakland, cA 94614-0599 PC

Funds g¡ven in response to the Statf Matching Grants

Program. S3so 7/7a/2013

7725

The Alameda county community Food Bank

lnc.

P.O. Box 2599

oakland, CA 94614-0599 PC

Funds g¡ven ìn response to the Employee Matching ciftProgram for unrestr¡cted general support. S38o !2/20/2Or3

3780 fhe Bird Doe FoundatÌon lnc

P-o- Box774505 West Highway 57

Grand Junct¡on. TN 38039 PC

Funds to support the B¡rd Dog Hall of Fame, as well as

¡eneral oDeratìns exoenses. s2s,000 4/1512073

7077 the Brea kthroush collaborative lnc.

545 Sansome Street, Su¡te 700

san Francìsco, CA 94111 PC

Funds to ¡mplement Breakthrough's strateg¡c growth and

:xoansion olan in California- S7s ooo 72173/2073

a734 l-he Brìdee Fellowshio

802 Brooks Street

Suear Lênd. TX 77478 PC Funds siven in resDonse to Staff Match¡ng Grants Drosram Ss,ooo 2/8/2013

6585 the ExoloratoriumP¡er 15

5an Franc¡sco, CA 94111 PC

5-year pledge in the total amount of 55,000,000 for the:onstruction of a new Exploratorium at P¡ers 15 and 17 on

the Embarcadero in san Francisco s1.000.000 rr/rs12073

6731 UCLA Foundat¡on

10920 Wilshire Boulevard, 11th Floor

Los Anseles. C-A 90024 PC


Program. S3oo 2/8/2013

6903 Unlimited lnc

4221 Hollis Street

Emervvìlle, CA 94608 PC

3-year renewable grant in the total amount of 5532,429

Iuneven payments) to bu¡ld Trout Unl¡mited's organizational

rapacìty to sustainably expand and fund ìts Cal¡fornia

Jrograms. s198,633 8/30/2073

6454 Trust For Public Land

National Office



3-year pledge for work with schools, local neighborhoodrssociations, city administrators and maintenance crews toJesign, fund raise for, and superuise construct¡on on urban

larks in the San Franc¡sco Bav Area. ss00,000 rr/r/2073

6476 Trustees of Boston Univers¡tv

1 Sherborn street, 7th Floor

Boston, MA 02215 PC

Funds for the construction of a 15,000 square footlngineering fac¡lity to advance product ¡nnovation and seruÉ

¡s a model for transformìng enaineering educatìon. s2s0,000 81912073

5669 lrustees of The smith Collese

76 Elm Street

Northamoton. MA 01063 PC

4-year renewable grênt tn the total amount 01 518o,o0o toiupporttwo undergraduate Bechtel Eng¡neering

;cholarshios S45.ooo s/24/2073

6810

United States Conference of Catholic

Bishops

322 St. James Dr¡ve

Piedmont, CA 94611 PC

Funds given in response to the Staff Match¡ng Grants

Program. 52,240 s/3/2013

6843 LJniversitv of celiforniã Berkelev Foundation

2080 Add¡son Street, Su¡te 4200

Berkelev. CA 94720-4200 PC


Proeram. ss00 6/7/2073

7029 Un¡vers¡tv of california Berkelev Foundation

2080 Add¡son street, su¡te 4200

Berkelev, CA 947204200 PC

Funds given Ìn response to the Employee Matching GiftProgram S2,soo 7r/8/2073

7030 univers¡tv ôf câlifornie Berkelev Foundãtion

2080 Add¡son Street, su¡te 4200

Berkelev. CA 94720-4200 PC

Funds g¡ven in response to the Employee Matching G¡ft

ProEram. s2.s00 71/8/2073

6944 Unìvers¡tv of California Davis Foundation

Watershed sciences Building, 1st Floor

Cne Shìelds Avenue

Davis, CA 95616

4-year pledge in the total amount of S2,585,106 (uneven

cayments) to support the hiring of part¡al and full waterlaculty ìn order to bu¡ld and susta¡n the Center forúüatershed Sciences' techn¡cal capacity to ¡nform californ¡a

dâtêr manãsêment and oolìcv- Es17 o27 70177/2073

GRANTS PATD IN 201.3

70 /7! STÀTEMENT A

GR.A}ITS PAID IN 2013

Ref. f Oreanizat¡on Lesal Name orÂanizatlon Address

FoundationStatus of

GrantRecipient Proiect Descript¡on

PaymentAmôunt Pâvmenl Dãte

6642 Universitv of california Davis Foundat¡on

úVatershed Sciences Bu¡ld¡ng, 1st Floor

3ne shields Avenue

Davis, cA 95616

5-year pledge in the total amount of S7,414,894 (uneven

payments) to buìld and sustain the center for Watershed

Scìences'technical capacÌty to ìnform Californìa watermãnêpement end oôl¡cv- S1 ooo.ooo 72/2012073

6891

University of Californ¡a san Francisco

Foundation

1333 Californ¡a Street, Su¡te 380

;an Franc¡sco, CA 94143-1265 PC

3-year pledge in the total amount of $4,000,000 (uneven

pavments) to transform the health care of older adults. S1,4oo,ooo 812312013

7012University of california San Francìsco

Foundat¡on

220 N¡ontgomery Street,5th Floor

San Francisco. CA 94104 PC

Funds to support Fremont croup's fund raising efforts forbreast cancer on behalf of UcsF's Athena Breast Health

Network. 51,000 rol2sl2013

5963

Univers¡ty of california san Franc¡sco

Foundation

3333 california Street, Suite 380

San Francisco. CA 94143-1265 PC

3-year renewable grant for a total amount of 5600,000 toiupport an Early-stage lnvest¡gator who does bas¡c research

)n Alzheimer's disease. s200,000 77/812073

6581

Un¡vers¡ty of Cal¡fornia San Francisco

Foundation

675 Nelson R¡sing Lane

San Franc¡sco, CA 94143-0518

Z-year pledge tor a total amount of 5500,000 for two early

itage invest¡gators who wìll conduct research on

leurodeÞenerâtive d¡seeses et the new IND Cehter- S25o ooo 11i1512073

6477 rJniversitv Of Colorado Foundat¡on

college of Eng¡neering and Applied Science

422UCB

Boulder CO 80309 PC

3-year renewable in the total amount of S1,527,508 {uneverlayments) to implement an undergraduate teaching

rathway that will allow students to pursue both an

:nsineerinp desree and a STEM teachìns credential. 54M.324 8/212073

5709 Jn¡versitv of Puset Sound

1500 N. Warner St., #1056

Tacoma, WA 98416-1056 PC

:unds g¡ven in response to the Staff Match¡ng Grants)roÂram, S1,soo r/18/2073

5970 na Hêwaii

P. O. Box 551681.

Kaoahuu. Hl 95755

Funds g¡ven ìn response to the Employee Match¡ng GiftProsram for unrestricted general suDport, S6oo 701412013

3975 Water Educãt¡on Foundat¡on

717 K Street, Su¡te 317

Sacramento. CA 95814 PC

2-year pledge ¡n the total amount of S40,000 (uneven

payments) for support of Aquafornia com, a daily californiawater news website. s2s,000 7r/r/2073

7092 Water Educat¡on Foundation

717 K Street, Suite 317

secrâmdnto CA95814 PC

3-year pledge ¡n the total amount of S175,000 (uneven

payments) to strengthen WEF's digital presence, increêse

orpânizet¡onel ceoecitv end ¡mbrovefinãnciel susteinebilitv. S13o.ooo 72/2012073

6910

We¡ Eu ch¡nese American Resources For

Educat¡on lnc

10439 SE 14th StreetBellevue, WA 98004 PC

Funds given in response to the Employee Matching c¡ftProgram for unrestrìcted general support. s3,40o 8/e/2013

6772 Western Reserye Land Conseruancv

3850 Chagrin R¡ver Road

Moreland Hills, oH 44022 PC

Funds given ¡n response to the staff Matching Grants

Program. S40o 7178/2013

6859 Wounded Warrìor Project lnc

P.O. Box 758517

fopeka, Kansas 66675 PC Funds siven in memoru of William Mutch lr M-D- Ss ooo 6127/2013

5677 Yêle Un¡vers¡tv

cffice of DevelopmentP.O. Box 2038

New Haven, CT 06521-2038 PC

4-year renewable grant in the total amount of S180,000paid at 545,000 each year to be used to support the Bechtel

Ena¡neering scholarships. s4s,ooo 6/28/2073

6852

Young Mens christ¡an Assocìation of The

East Bav

263 South 20th StreetRichmond, cA 94801 PC

Funds to buìld capacity and ìnfrastructure, deliver program,

and develop a sustaÌnable model at the West Contra Costa

Branch in order to provide greater access to summer camp

end enrichment ectÌvìties for vouth Sloo ooo 7/11/2013

6720 Youth Enrichment Stratee¡es

3029 Macdonald Avenue

Richmond, CA 94804

Funds g¡ven in response to the Staff Match¡ng Grants

Prosram. S2,ooo r/2s/2013

6908 Yôuth Enrìchment Stretes¡es

3029 Mâcdonêld Avenue

Richmond CA94804 PC

Funds given in response to the Employee Match¡ng G¡ft

Proeram for unrestricted seneral suoDort. s1.2s0 8/9/2073s66.295.728

LT/7L STATEMENT A

GRÀIìITS APPROVED FOR FUTT'RE PÀYMENT

Jo¡nt Pledges Note

ïre Foundation mâde multiple year pledges to give ("pledges") 10 IRC 501(c)(3) organiations jointly wìth m affi liated 501 (cX3) organization

totaling 597,339,000 which includes the 541,883,085 ofcur€ût yeârjoint pledges. Tlrese pledges were made by the FoüDdatjon w¡th the âffìliated

o¡gâDization on a joint and seve¡al liability bæis, which legally obligâtes both ent¡t¡es for the fuJl amount ofthe pledges. For financial reporting

pù¡poses, tle Foùndation has repo¡ted ¡ts estimated expected paymenß ùder its oM andjoint pledge agreemenß on a djscoùnted b6js, wh¡ch refìects

thepledgeagreement'sfäirvalùeof594,337,000 TheseeslimatedpalDentsmâynotnecessârilyreflecttheultjmatepaynìenßtobemadebythe

Foundatjon under theres pledge agreements, not do they change either entity's legal obligalion for paJment under suchjoint pledge agreeñenß

Total $41

Recipient name and address Purpose of qrantRecipient

Status AmountBreakthrough Collaborative

545 Sansome Street, Suite 700San Francisco, C494111

Support to implement strategic growth and expansionplan in California

PC 75,000

Nature Conservancy of California

201 Mission Street, 4th FloorSan Francisco CA 94105

Support for the California Conservation Associatesprogram, which places undergraduate and postgraduate

students in fellowships at TNC

PC 180,000

Sustainable Conservation98 Battery Street, Suite 302San Francisco. CA.94111 Support for Sustainable Conservation's first camoaion.

PC 2,300,000

Santa Catalina School

1500 Mark Thomas DriveMonterev, CA 93940-5291 Support for a new Science and Math Buildinq.

PC 6,400,000

Boys and Girls Clubs of San Francisco

55 Hawthorne Street, Suite 600San Francisco CA 94105

Support capital campaign for new Clubhouse and forCamp Mendocino

PC 400,000

NatureBridge

28 Geary Street, Suite 650San Francisco. CA 94108

Support construction of the Yosemite EnvironmentalEducation Cenler

PC 1,500,000

Golden Gate National Parks Conservancy

Building 201, Fort MasonSan Francisco. CA94123

Support two building projects in the Presidio: the newlandscape on the Presidio Parkway tunnel top and an

exoanded vouth oroorams camous al Crissv Field.

PC 22,000,000

Water Education Foundation

717 K Street, Suite 317Sacramento. CA 95814

Support to strengthen WEF's digital presence, increaseorgan¡zational capacity, ând ¡mprove financial

sustainabilitv

PC 45,000

Trustees of Boston University

1 Sherborn Street, 7th FloorBoston, MA'02215

Construction of a 15,000 square foot engineeringfacility to advance product innovation and serve as a

model for transforminq enoineerino education.

PC 750.000

Conservation Lands Foundation

835 E. 2nd Avenue, Suite 314Duranoo. CO 81301

Support for CLF's California Field Program to build thecapacity of local community groups to promote andsteward California's National Conservation Lands

PC 150,000

Purdue FoundationDepartment of Eng¡neer¡ng EducationNeil Armstrong Hall of Engineering, Rm 1317701 W Stadium AvenueWest Lafavette. lN 47906-2045

Support for creation of a hands-on environment forPurdue engineering and techñology students thatexoands their collaborative learnino exoeriences

PC 3.000.000

Water Education Foundation

717 K Street, Suite 317Sacramento. CA 95814

Support for Aquafornia.com, a daily California waternews website.

PC 15,000

Ocean Exploration Trust

P. O. Box42Old Lvme. CT 06371

Construction of a Data Processing and VisualizationCenter on the ocean exploration ship, Nautilus, a ship-

based research and educational outreach vessel.

PC 250,000

Youth Employment Partnership, lnc.2300 lnternational Blvd.Oakland. CA 94601

Support improving end sustaining an OST youthleadership program, staff tra¡ning, and fund

develooment and diversification to foster lono-term

PC 150,000

The UC Davis Foundation

Watershed Sciences Building, 1st FloorOne Shields AvenueDavis CA 95616

Support for the hiring of partial and full water faculty in

order to build and sustain the Center for WatershedSciences' technical capaciW.

PC 2,068,085

University of California San Francisco Foundation

675 Nelson Rising LaneSan Franciso. CA 94158 Suooort to transform the health care of older adults

PC 2,600,000

STÀTEMENT B

for public inspection f]led - s. d. bechtel, jr. foundation

Documents