l efile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN:93491250005057 OMB No 1545-0052 Form 990-PF Return of Private Foundation Department of the Trea^un or Section 4947(a)(1) Trust Treated as Private Foundation 2016 Internal Rev enue Ser ice ► Do not enter social security numbers on this form as it may be made public. ► Information about Form 990-PF and its instructions is at www.irs.gov/form990pf. For calendar year 2016, or tax year beginning 01-01-2016 , and ending 12-31-2016 Name of foundation THE BARBRO OSHER PRO SUECIA FOUNDATION 94-3241225 Number and street (or P 0 box number if mail is not delivered to street address) Room/suite B Telephone number (see instructions) ONE FERRY BUILDING SUITE 255 (415) 677-5922 City or town, state or province, country, and ZIP or foreign postal code SAN FRANCISCO, CA 941114243 C If exemption application is pending, check here q G Check all that apply q Initial return q Initial return of a former public charity D 1. Foreign organizations, check here q ► q Final return q Amended return 2. Foreign organizations meeting the 85% test, check here and attach computation ► El El Address change El Name change E If private foundation status was terminated H Check typ e of org anization q Section 501(c)(3) exem p t p rivate foundation under section 507(b)(1)(A), check here ► q Section 4947(a)(1) nonexempt charitable trust q Other taxable private foundation I Fair market value of all assets at end J Accounting method q Cash 9 Accrual F If the foundation is in a 60-month termination q of year (from Part II, col (c), under section 507(b)(1)(B), check here q ► line 16)101$ 2,461,815 Other (specify) (Part I, column (d) must be on cash basis ) Analysis of Revenue and Expenses (The total ( a) Revenue and (d) Disbursements (b) Net investment (c) Adjusted net for charitable of amounts n columns (b), (c), and (d) may not necessarily expenses per income income purposes books basis equal the amounts in column (a) (see instructions) ) (cash s only) 1 Contributions, gifts, grants, etc , received (attach 1,000,000 schedule) q 2 Check ► if the foundation is not required to attach Sch B . 3 Interest on savings and temporary cash investments 34,162 34,162 4 Dividends and interest from securities . 128,730 127,211 5a Gross rents . b Net rental income or (loss) 6a Net gain or (loss) from sale of assets not on line 10 35,822 b Gross sales price for all assets on line 6a 3,379,639 7 Capital gain net income (from Part IV, line 2) . 35,822 8 Net short-term capital gain . 9 Income modifications . 10a Gross sales less returns and allowances b Less Cost of goods sold . c Gross profit or (loss) (attach schedule) . 11 Other income (attach schedule) . 314 314 12 Total. Add lines 1 through 11 . 1,199,028 197,509 13 Compensation of officers, directors, trustees, etc 36,000 0 36,000 14 Other employee salaries and wages . 0 15 Pension plans, employee benefits . ^C 16a Legal fees (attach schedule) . R. b Accounting fees (attach schedule) . 11,625 2,325 9,300 X w c Other professional fees (attach schedule) . 10,798 10,798 0 17 Interest IS Taxes (attach schedule) (see instructions) 2,952 434 10 19 Depreciation (attach schedule) and depletion . 136 0 20 Occupancy . 21 Travel, conferences, and meetings . 22 Printing and publications . 23 Other expenses (attach schedule) . 346 0 346 24 Total operating and administrative expenses. Add lines 13 through 23 . 61,857 13,557 45,656 25 Contributions, gifts, grants paid . 3,313,931 3,710,931 26 Total expenses and disbursements . Add lines 24 and 25 3,375,788 13,557 3,756,587 27 Subtract line 26 from line 12 a Excess of revenue over expenses and -2 ,176,760 disbursements b Net investment income (if negative, enter -0-) 183,952 c Adjusted net income (if negative, enter -0-) . For Paperwork Reduction Act Notice, see instructions . Cat No 11289X Form 990-PF (2016) Form 990-PF (2016) Page 2 Beginning of year End of year Balance Sheets Attached schedules and amounts in the description column ® 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 . 2 Savings and temporary cash investments . 102,471 84,495 84,495 3 Accounts receivable ► Less allowance for doubtful accounts ► 4 Pledges receivable ► Less allowance for doubtful accounts ► 5 Grants receivable . 6 Receivables due from officers, directors, trustees , and other disqualified persons ( attach schedule) (see instructions) . 7 Other notes and loans receivable (attach schedule) ► Less allowance for doubtful accounts ► L, 8 Inventories for sale or use . 394 394 1P0 9 Prepaid expenses and deferred charges . 10a Investments - U S and state government obligations ( attach schedule ) 130,712 oF^ 43,020 43,020 b Investments - corporate stock ( attach schedule ) 885,355 ^J 452,970 452,970 c Investments - corporate bonds ( attach schedule ) . 485,438 100 ,500 100,500 11 Investments-land, buildings, and equipment basis ► Less accumulated depreciation ( attach schedule) ► 12 Investments - mortgage loans . 13 Investments-other ( attach schedule ) . 3,344,287 ^J 1,779,668 1,779,668 14 Land , buildings , and equipment basis ► 1,969 Less accumulated depreciation ( attach schedule ) ► 1,201 0 GN 768 768 15 Other assets ( describe ► 16 Total assets ( to be completed by all filers - see the instructions Also, see page 1, item I) 4,948,263 2,461,815 2,461,815 17 Accounts payable and accrued expenses . 2,100 18 Grants payable . 1,360,500 969,500 o 19 Deferred revenue . 20 Loans from officers , directors , trustees , and other disqualified persons 21 Mortgages and other notes payable ( attach schedule ) . 22 Other liabilities ( describe ► ) ^J 12,099 0 23 Total liabilities (add lines 17 through 22) . 1,374,699 969,500 q Foundations that follow SFAS 117, check here ► Q and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted . 25 Temporarily restricted 26 Permanently restricted . LL_ Foundations that do not follow SFAS 117 , check here ► p and complete lines 27 through 31. un 27 Capital stock, trust principal , or current funds . 0 0 d 28 Paid-in or capital surplus, or land, bldg , and equipment fund 0 0 29 Retained earnings, accumulated income , endowment , or other funds 3,573,564 1,492,315 Z 30 Total net assets or fund balances ( see instructions ) . 3,573,564 1,492,315 31 Total liabilities and net assets / fund balances ( see instructions ) 4,948,263 2,461,815 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 3,573,564 2 Enter amount from Part I, line 27a . 2 -2,176,760 3 95,511 3 Other increases not included in line 2 (itemize) ► 4 Add lines 1, 2, and 3 . I 4 1,492,315 5 Decreases not included in line 2 (itemize) ► 6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 1,492,315 Form 990-PF (2016) Form 990-PF (2016) Page 3 Capital Gains and Losses for Tax on Investment Income How acquired List and describe the kind(s) of property sold (e g , real estate, Date acquired Date sold P-Purchase 2-story brick warehouse, or common stock, 200 shs MLC Co (mo , day, yr) (mo , day, yr ) D-Donation laSee Additional Data Table b C d e ( e) (f) (g) (h) Depreciation allowed Cost or other basis Gain or (loss) Gross sales price (or allowable) plus expense of sale (e) plus (f) minus (g) a See Additional Data Table b C d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) ( i ) (j) (k) Gains (Col (h) gain minus Adjusted basis Excess of col (i) col (k), but not less than -0-) or F M V as of 12/31/69 as of 12/31/69 over col (3), if any Losses (from col (h)) a See Additional Data Table b C d e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) ti If (loss), enter -0- in Part I, line 7 2 35,822 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) (see instructions) If (loss), enter -0- in Part I, line 8 . i 3 • Qualification Under Section 4940 ( e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income ) If section 4940(d)(2) applies, leave this part blank Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? q Yes R No If "Yes," the foundation does not qualify under section 4940(e) Do not complete this part 1 Enter the appropriate amount in each column for each year, see instructions before making any entries Base period years Calendar Distributdon ratio Adjusted qualifying distributions Net value of noncha) stable-use assets year (or tax year beginning in) (col (b) divided by col (c)) 2015 3,155,379 6,548,004 0 481884 2014 5,012,340 7,755,492 0 646296 2013 3,613,994 7,079,715 0 510472 2012 5,532,058 9,259,098 0 597473 2011 6,161,962 13,443,732 0 458352 2 Total of line 1, column (d) .