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TJIF 2017 990-PF Final PDC Signed.Pdf

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TJIF 2017 990-PF Final PDC Signed.Pdf PUBLIC DISCLOSURE COPY OMB No. 1545-0052 Form 990-PF Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation 2017 Department of the Treasury a Do not enter social security numbers on this form as it may be made public. Internal Revenue Service a Go to www.irs.gov/Form990PF for instructions and the latest information. Open to Public Inspection For calendar year 2017 or tax year beginning , 2017, and ending , 20 Name of foundation A Employer identification number THE JAMES IRVINE FOUNDATION 94-1236937 Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number (see instructions) ONE BUSH STREET SUITE 800 (415) 777-2244 City or town, state or province, country, and ZIP or foreign postal code C If exemption application is pending, check here a SAN FRANCISCO, CA 94104 G Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here . a Final return Amended return 2. Foreign organizations meeting the 85% test, Address change Name change check here and attach computation ..a H Check type of organization: ✔ Section 501(c)(3) exempt private foundation E If private foundation status was terminated under section 507(b)(1)(A), check here ....a Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation ✔ I Fair market value of all assets at J Accounting method: Cash Accrual F If the foundation is in a 60-month termination end of year (from Part II, col. (c), Other (specify) under section 507(b)(1)(B), check here . a line 16) a $ 2,371,094,583 (Part I, column (d) must be on cash basis.) Disbursements Part I Analysis of Revenue and Expenses (The total of (a) Revenue and (d) expenses per (b) Net investment (c) Adjusted net for charitable amounts in columns (b), (c), and (d) may not necessarily equal income income purposes the amounts in column (a) (see instructions).) books (cash basis only) 1 Contributions, gifts, grants, etc., received (attach schedule) 0 2 Check a ✔ if the foundation is not required to attach Sch. B 3 Interest on savings and temporary cash investments 5,475,967 8,296,936 0 4 Dividends and interest from securities .... 7,180,478 20,972,043 0 5a Gross rents ............. 000 b Net rental income or (loss) 0 6a Net gain or (loss) from sale of assets not on line 10 116,486,952 b Gross sales price for all assets on line 6a 695,400,984 7 Capital gain net income (from Part IV, line 2) . 128,401,874 Revenue 8 Net short-term capital gain ........ 9 Income modifications ......... 19,835 10a Gross sales less returns and allowances 0 b Less: Cost of goods sold . 0 c Gross profit or (loss) (attach schedule) .... 0 0 11 Other income (attach schedule) ...... (744,096) 5,010,620 0 12 Total. Add lines 1 through 11 ....... 128,399,301 162,681,473 19,835 13 Compensation of officers, directors, trustees, etc. 1,985,415 896,745 0 914,372 14 Other employee salaries and wages ..... 7,484,993 1,673,590 0 5,346,126 15 Pension plans, employee benefits ..... 2,616,775 498,105 0 2,055,922 16a Legal fees (attach schedule) ....... 113,860 55,605 0 58,684 b Accounting fees (attach schedule) ..... 283,468 201,475 0 61,605 c Other professional fees (attach schedule) . 5,538,326 4,189,595 0 1,234,185 17 Interest .............. 82,152 0 0 79,146 18 Taxes (attach schedule) (see instructions) . 6,116,334 915,825 0 0 19 Depreciation (attach schedule) and depletion . 471,340 94,268 0 20 Occupancy ............. 1,026,902 174,498 0 977,359 21 Travel, conferences, and meetings ..... 970,620 188,222 0 800,923 22 Printing and publications ........ 30,526 16,940 0 9,758 23 Other expenses (attach schedule) ..... 4,329,601 18,806,209 0 3,654,923 24 Total operating and administrative expenses. Add lines 13 through 23 ......... 31,050,312 27,711,077 0 15,193,003 25 Contributions, gifts, grants paid ...... 88,291,098 87,377,604 Operating and Administrative Expenses 26 Total expenses and disbursements. Add lines 24 and 25 119,341,410 27,711,077 0 102,570,607 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements 9,057,891 b Net investment income (if negative, enter -0-) . 134,970,396 c Adjusted net income (if negative, enter -0-) . 19,835 For Paperwork Reduction Act Notice, see instructions. Cat. No. 11289X Form 990-PF (2017) 11/8/2018 1:40:18 PM 1 2017 Return The James Irvine Foundation 94-1236937 Form 990-PF (2017) Page 2 Attached schedules and amounts in the description column Beginning of year End of year Part II Balance Sheets should be for end-of-year amounts only. (See instructions.) (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash—non-interest-bearing ........... 46,823 71,191 71,191 2 Savings and temporary cash investments ....... 25,451,061 37,981,384 37,981,384 3 Accounts receivable a 3,863,653 Less: allowance for doubtful accounts a 0 7,384,027 3,863,653 3,863,653 4 Pledges receivable a 0 Less: allowance for doubtful accounts a 0000 5 Grants receivable ............... 000 6 Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see instructions) . 000 7 Other notes and loans receivable (attach schedule) a 0 Less: allowance for doubtful accounts a 0000 8 Inventories for sale or use ............ 000 9 Prepaid expenses and deferred charges ....... 000 65,389,672 68,915,222 68,915,222 Assets 10a Investments—U.S. and state government obligations (attach schedule) b Investments—corporate stock (attach schedule) ..... 299,365,830 271,467,311 271,467,311 c Investments—corporate bonds (attach schedule) .... 61,382,767 60,484,015 60,484,015 11 Investments—land, buildings, and equipment: basis a 0 Less: accumulated depreciation (attach schedule) a 0000 12 Investments—mortgage loans ........... 0 13 Investments—other (attach schedule) ........ 1,656,911,545 1,876,662,623 1,876,662,623 14 Land, buildings, and equipment: basis a 4,477,132 Less: accumulated depreciation (attach schedule) a 2,863,979 2,025,710 1,613,153 1,613,153 15 Other assets (describe a (SEE STATEMENT) ) 96,716,621 50,036,031 50,036,031 16 Total assets (to be completed by all filers—see the instructions. Also, see page 1, item I) ........ 2,214,674,056 2,371,094,583 2,371,094,583 17 Accounts payable and accrued expenses ....... 8,888,165 15,337,873 18 Grants payable ................ 49,258,522 50,191,851 19 Deferred revenue ............... 00 20 Loans from officers, directors, trustees, and other disqualified persons 00 21 Mortgages and other notes payable (attach schedule) . 00 Liabilities 22 Other liabilities (describe a (SEE STATEMENT)) 103,185,420 60,059,277 23 Total liabilities (add lines 17 through 22) ....... 161,332,107 125,589,001 Foundations that follow SFAS 117, check here ..a ✔ and complete lines 24 through 26, and lines 30 and 31. 24 Unrestricted ................. 2,053,341,949 2,245,505,582 25 Temporarily restricted ............. 00 26 Permanently restricted ............. 00 Foundations that do not follow SFAS 117, check here a and complete lines 27 through 31. 27 Capital stock, trust principal, or current funds ...... 00 28 Paid-in or capital surplus, or land, bldg., and equipment fund 00 29 Retained earnings, accumulated income, endowment, or other funds 00 30 Total net assets or fund balances (see instructions) . 2,053,341,949 2,245,505,582 31 Total liabilities and net assets/fund balances (see Net Assets or Fund Balances instructions) ................. 2,214,674,056 2,371,094,583 Part III Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ................. 1 2,053,341,949 2 Enter amount from Part I, line 27a ...................... 2 9,057,891 3 Other increases not included in line 2 (itemize) a (SEE STATEMENT)3 183,105,742 4 Add lines 1, 2, and 3 ........................... 4 2,245,505,582 5 Decreases not included in line 2 (itemize) a (SEE STATEMENT) 5 0 6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 . 6 2,245,505,582 Form 990-PF (2017) 11/8/2018 1:40:18 PM 2 2017 Return The James Irvine Foundation 94-1236937 Form 990-PF (2017) Page 3 Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold (for example, real estate, (b) How acquired (c) Date acquired (d) Date sold 2-story brick warehouse; or common stock, 200 shs. MLC Co.) P—Purchase (mo., day, yr.) (mo., day, yr.) D—Donation 1a PUBLICLY TRADED SECURITIES/OTHER PURCHASE b NON PUBLICLY TRADED SECURITIES PURCHASE c MORTGAGE-BACKED SECURITIES PAYDOWN/UP PURCHASE d GAINS ON CLASS ACTIONS PURCHASE e (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (or allowable) plus expense of sale ((e) plus (f) minus (g)) a 363,543,331 315,425,578 48,117,753 b 332,249,520 251,584,925 80,664,595 c 11,369,295 11,903,530 (534,235) d 153,761 153,761 e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69.
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