Form
Return of Private Foundation
990-PF
OMB No 1545-0052
or Section 4947(a)(1) Nonexempt Charitable Trust
^O
O
Treated as a Private Foundation
Department of the Treasury
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
Internal Revenue Service
, and ending
For calendar •year 2010 , or tax year beginning
NOV 3 0, 2011
DEC 1, 2010
public
former
charity
0 Final return
El Initial return
El initial return of a
G Check all that apply:
El Name change
0 Amended return
0 Address change
A Employer identification number
Name of foundation
91-1748486
THE ISABEL ALLENDE FOUNDATION
B Telephone number
Room/suite
Number and street (or P O box number if mail is not delivered to street address )
415-331-0200
116 CALEDONIA ST
City or town, state, and ZIP code
C If exemption application is pending , check here
CA
SAUSALITO ,
94965
D 1 Foreign organizations, check here
2
H Check type of organization:
® Section 501(c)(3) exempt private foundation
Section 4947 ( a )( 1 ) nonexem p t charitable trust 0 Other taxable p rivate foundation
Accrual
I Fair market value of all assets at end of year J Accounting method:
® Cash
Other (specify)
(from Part ll, col (c), line 16)
$
8 917 5 3 6 (Part 1, column (d) must be on cash basis)
Part I Analysis of Revenue and Expenses
(a) Revenue and
(b ) Net investment
(The total of amounts in columns ( b) (c), and (d) may not
income
ex p enses p er books
necessarily equal the amounts in column (a))
1
Contributions, gifts, grants, etc., received
2
Check
4
Dividends and interest from securities
Foreign organizations meeting the 85% test,
check here and attach computation
^
E If private foundation status was terminated
under section 507(b)(1)(A), check here
F If the foundation is in a 60-month termination
under section 507 ( b )( 1 ) B ) , check here
(c) Adjusted net
income
169 , 972 .
( d) Disbursements
for charitable purposes
(cash basis only)
N/A
lithe tOuildahDr IS not requIred to attach Sch B
and temporary
st
3 cash on s entss
48 , 838.
125 , 406.
S TATEMENT 2
S TATEMENT 3
48 , 838.
12-5- , 406.
5a Gross rents
b Net rental income or (toss)
M
2 , 624 , 10 8.
assets on line Oa
7
Capital gain net income (from Part IV, line 2
8
9
et shortpinrcttal a('
1 cor".e odrftcatlons--i
gross sales less returns
10a apd Ilowan i sA
^ I
f}
r^
I
b Lela- Cost of goods sold
S TATEMENT 1
14 , 558.
6a Net gain or (loss ) from sale of assets not on line 10
b Gross sales price for all
542 , 484.
I
n17
U L
,
rnl
c Gross profit or loss
11
Other mctmf3DE\t s l AT
12
Total-Add-Imes -1-throu h1
13
Compensation of officers, directors , trustees , etc
8 5 7.
8 5 7.
359 , 631 .
717 , 585 .
1
14 Other employee salaries and wages
S TATEMENT 4
0 .
0 .
0.
103 , 000 .
1 030 .
101 , 970.
15 Pension plans, employee benefits
16a Legal fees
a
b Accounting fees
c Other professional fees
W
> 17 Interest
18 Taxes
19
20
STMT
$ TMT
5
6
12 , 945.
25 , 345.
647.
0.
12 , 670.
25 , 345.
STMT
7
11 , 930.
3 , 614.
2 , 594.
0.
6 , 257.
Depreciation and depletion
Occupancy
cll^
< 21 Travel, conferences, and meetings
11 , 548.
0.
11 548 .
a
r- 22
18 5 .
96.299.
0.
54 , 851.
18 5 .
40 , 976.
264 , 866.
59 , 122.
Printing and publications
23 Other expenses
24
C
LL
Total operating and administrative
expenses . Add lines 13 through 23
0 25 Contributions, gifts, grants paid
26
U
$ TMT 8
27
-
Total expenses and disbursements.
Add lines 24 and 25
Subtract line 26 from line 12:
8 Excess of revenue over expenses and disbursements
19 8 951.
4 91 17 8 .
4 91 17 8 .
756 044.
690 , 129.
59 , 122.
<396 413 .
658 4 6 3.
b Net investment income (t negative , enter -0- )
c Adjusted net income Cif negative , enter -0- )
023501
LHA For Paperwork Reduction Act Notice , see the instructions .
12-07.1o
1
N/A
Form 990-PF (2010)
1
16070210 793770 ISA2636
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
I
I
Fnrm Qan -pi: l9nln1
Part 11
Balance Sheets
TQaDLIT .
7%T T VTTTL'
4
Beg inning of year
(a) Book Va l ue
17 , 961.
20 , 439.
500.
0.
0.
202 , 220.
5 , 635 , 083.
2 , 424 , 175.
805 , 628.
C -933 , 664.
2 , 130 , 259.
808 , 749.
5 , 866 , 665.
2 , 197 , 303.
8 , 131.
6 , 420.
6 , 419.
8 , 311 , 666.
1 , 343.
7 , 914 , 369.
1 , 343.
459.
0.
0.
0.
0.
8 , 310 , 323.
8 , 310 , 323.
7 , 913 , 910.
Total net assets or fund balances
Total liabilities and net assets/fund balances
8 , 311 666.
7 914 '490 .
5
6
7
Other notes and loans receivable
^
Less: allowance for doubtful accounts ^
8 Inventories for sale or use
9 Prepaid expenses and deferred charges
10a Investments - U.S. and state government obligations $TMT
12
13
14
5TMT
5TMT
investments - land, buildings , and equipment basis
^
Less accumulated depreciation
^
Investments - mortgage loans
Investments - other
Land, buildings, and equipment: basis ^
Less accumulated depreciation
$ TMT 12 ^
u)
16
17
18
19
Total assets to be com p leted b all filers
Accounts payable and accrued expenses
Grants payable
Deferred revenue
•`-'
20
Loans from officers , directors , trustees, and other disqualified persons
21
22
Mortgages and other notes payable
Other liabilities (describe ^
23
Total liabilities ( add lines 17 throw h 22 )
Foundations that follow SFAS 117, check here
^
and complete lines 24 through 26 and lines 30 and 31.
Unrestricted
Temporarily restricted
Permanently restricted
Foundations that do not follow SFAS 117, check here
10.
and complete lines 27 through 31.
Capital stock, trust principal, or current funds
Paid-in or capital surplus, or land, bldg., and equipment fund
27
28
< 29
Z 30
31
10
11
10 , 819.
Other assets (describe ^
r_
LL
0
9
17 , 239.
15
(D
24
U
25
m 26
(b) Book Valu e
Pane9
End o f year
(c) Fair Market Value
17 , 961.
20 , 437.
Less: allowance for doubtful accounts ^
Grants receivable
Receivables due from officers, directors, trustees, and other
disqualified persons
11
01 _1 7AQAQC
TT/VQ
35 , 497.
6 , 060.
b Investments - corporate stock
c Investments - corporate bonds
Retained earnings, accumulated income, endowment, or other funds
Part III
I
t CTTATrs
andamounts inthedescription
A ^chedschedules
column should be toe end -o f-year amounts only
Cash - non-interest-bearing
Savings and temporary cash investments
Accounts receivable ^
Less: allowance for doubtful accounts ^
Pledges receivable ^
1
2
3
.r
MT.TV
8
917
536 .
459.
7 913, 910.1
Analysis of Changes in Net Assets or Fund Balances
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 )
Enter amount from Part I, line 27a
Other increases not included in line 2 ( itemize) ^
Add lines 1 , 2, and 3
Decreases not included in line 2 ( itemize) ^
2
3
4
5
6 Total net assets or fund balances at end of year ( line 4 minus line 5) - Part II. column W . line 30
1
2
3
4
5
6
8 , 310 , 323
<3 9 6
7
413. >
0
913 , 910 .
0
7 .913.910
Form 990-PF (2010)
023511
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16070210 793770 ISA2636
2
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Form 990-PF ( 20 10)
THE ISABEL ALLENDE FOUNDATION
Part IV Capital Gains and Losses for Tax on Investment Income
91-1748486
( b How acquired
Purchase
D Donation
(a) List and describe the kind ( s) of property sold (e . g., real estate,
2-storyY brick warehouse; or common stock, 200 shs. MLC Co. )
la CORPORATE OBLIGATIONS
b CORPORATE SECURITIES
c CORPORATE SECURITIES
( c Date acquired
(mo., day, yr. )
Page 3
(d) Date sold
( mo., day, yr.)
P
D
P
d
e
(e) Gross sales price
a
b
c
( h) Gain or (loss)
(e) plus (f) minus (g)
( g) Cost or other basis
plus expense of sale
( f) Depreciation allowed
(or allowable )
19 , 645.
622 588.
<99 , 749.
940 355.
353 980.
787 289.
960 000.
976 568.
687 540.
d
e
Complete only for assets showing gain in column ( h) and owned by the foundation o n 12/31 /69
(i) F.M.V. as of 12/31/69
(I) Gains ( Col. (h) gain minus
col. ( k), but not less than -0 -) or
Losses ( from col. (h))
( k) Excess of col. (i)
over col. (j), if any
(j) Adjusted basis
as of 12/31/69
19 , 645.
622 588.
<99 , 7 .49.
a
b
c
d
e
If gain, also enter in Part I, line 7
If ( loss), enter - 0- in Part I, line 7
2
Capital gain net income or ( net capital loss)
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).
If loss enter -0 - in Part I line 8
Fart v
1
)
2
542 , 484.
N/A
3
uualltlcatlon Under Section 4 94U(e) for Heclucea If ax o n Net inves tment inc o me
(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 period9
If "Yes." the foundation does not qualify under section 4940(e). Do not complete this part.
1 E nter the appropriate amount in each col umn for each year : see instructions before making any entries.
(a)
Base period years
(c)
Net value of noncharitable-use
assets
(
distributions
Adjusted qualifying
Calendar year ( or tax year be g inning in )
2009
2008
2007
2006
2005
1 , 038
520
669
588
391
, 109.
310.
898.
824.
094.
8
7
9
9
8
,
,
,
,
,
263
652
147
378
020
,
,
,
,
,
Yes ® No
(d)
Distribution ratio
(col (b) divided by col (c))
.125632
.067995
.073235
.062787
.048763
090.
207.
210.
111.
232.
2 Total of line 1, column (d)
3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years
the foundation has been in existence if less than 5 years
2
.378412
3
.
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5
4
9 , 020 , 686.
075682
5
Multiply line4byline3
5
682 704.
6
Enter 1% of net investment income (1% of Part I, line 27b)
6
6 , 585.
7
689 , 289.
8
690 , 129.
7 Add lines 5 and 6
8
Enter qualifying distributions from Part XII, line 4
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate.
See the Part VI instructions.
023521 12-07-10
16070210 793770 ISA2636
Form 990-PF (2010)
3
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Form 990-PF (2010)
Part VI
THE
and enter "N/A" on line 1.
Is Exempt operating foundations described in section 4940(d)(2), check here ^
( attach copy of letter if necessary - see instructions)
Date of ruling or determination letter:
b Domestic foundations that meet the section 4940(e) requirements in Part V, check here ^ ® and enter 1%
of Part I, line 27b
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
3
4
5
6
Add lines 1 and 2
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
Tax based on investment income . Subtract line 4 from line 3. If zero or less, enter -0Credits/Payments:
6a
a 2010 estimated tax payments and 2009 overpayment credited to 2010
6b
b Exempt foreign organizations - tax withheld at source
6c
c Tax paid with application for extension of time to file (Form 8868)
6d
d Backup withholding erroneously withheld
7
8
9
10
11
Total credits and payments. Add lines 6a through 6d
Enter any penalty for underpayment of estimated tax. Check here = if Form 2220 is attached
Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed
Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid
Enter the amount of line 10 to be: Credited to 2011 estimated tax
Part VII-A
6
4a
b
5
6
585.
2
3
4
5
0.
6 , 585.
0.
7
8
3 , 360.
7.
9
10
11
3 , 232.
6 , 585.
3 , 360.
^
^
Refunded 00
Statements Regarding Activities
managers. ^ $
3
,
1
Yes No
la During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in
any political campaign?
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)?
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or
distributed by the foundation in connection with the activities.
c Did the foundation file Form 1120 -POL for this year?
d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
0.
0. (2) On foundation managers ^ $
(1) On the foundation. ^ $
e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation
2
Pa g e 4
91-1748486
ISABEL ALLENDE FOUNDATION
Excise Tax Based on Investment Income (Section 4940(a), 4940 (b), 4940(e), or 4948 - see instructions)
la
lb
X
X
1c
X
2
X
3
4a
4b
X
X
5
X
0.
Has the foundation engaged in any activities that have not previously been reported to the IRS?
If "Yes, " attach a detailed description of the activities
Has the foundation made any changes, not previously reported to the IRS, 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's
If "Yes," has it filed a tax return on Form 990 -T for this year?
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
If "Yes, " attach the statement required by General Instruction T.
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
N/A
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law
remain in the governing instrument?
7 Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part /l, col (c), and Part XV
8a Enter the states to which the foundation reports or with which it is registered (see instructions) ^
6
7
b If 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? If "No," attach explanation
9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(I)(3) or 4942(l)(5) for calendar
year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV)9 If "Yes, " complete Part XIV
STM
0 Did any Dersons become substantial contributors durina the tax year? If " Yes." attach a schedule listing their names and addresses
X
X
X
9 1
1 X
Form 990-PF (2010)
023531
12-07-10
16070210 793770 ISA2636
4
2010.05050 THE ISABEL ALLENDE FOUNDATI
ISA26361
Form 990-PF (2010)
THE ISABEL ALLENDE FOUNDATION
Part VII-A Statements Regarding Activities (continued)
11
12
13
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of
section 512(b)(13)9 If 'Yes,' attach schedule (see instructions)
Did the foundation acquire a direct or indirect interest in any applicable insurance contract before
August 17, 20089
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
Website address ^ WWW. I SABELALLENDEFOUNDATI ON . ORG
14 The books are in care of ^ ISABEL ALLENDE
Located at ^ 116 CALEDONIA ST,
15
16
SAUSALITO,
Page 5
91-1748486
11
X
1 12
13
X
X
Telephone no. ^ 415 - 3 31- 0 2 0 0
ZIP+4 ^9 4 9 6 5
CA
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 2010, 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 page 20 of the instructions for exceptions and filing requirements for Form TO F 90-22.1 If 'Yes," enter the name of
the foreign county
^
^
N /A
Yes
15
No
X
16
Part VII- B Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column , unless an exception applies.
1a During the year did the foundation (either directly or indirectly):
0
(1) Engage in the sale or exchange, or leasing of property with a disqualified persons
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified persons
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person'
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
(6) Agree to pay money or property to a government official? ( 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. )
b If any answer is 'Yes ' to la(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
Organizations relying on a current notice regarding disaster assistance check here
c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected
Yes
No
Yes ® No
Yes ® No
Yes ® No
Yes ® No
Yes ® No
Yes ® No
N/A
^0
before the first day of the tax year beginning in 2010?
Taxes on failure to distribute income (section 4942 ) ( does not apply for years the foundation was a private operating foundation
defined in section 4942 ( j)(3) or 4942 ( l)(5)):
a At the end of tax year 2010, did the foundation have any undistributed income ( lines 6d and 6e, Part XIII ) for tax year ( s) beginning
before 2010?
0 Yes ® No
If "'Yes; list the years ^
b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942 ( a)(2) (relating to incorrect
valuation of assets ) to the year's undistributed income ? ( If applying section 4942 ( a)(2) to all years listed, answer 'No' and attach
statement - see instructions .)
N/A
c If the provisions of section 4942 ( a)(2) are being applied to any of the years listed in 2a, list the years here.
2b
3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time
during the year ?
0 Yes ® No
b If 'Yes; did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation or disqualified persons after
May 26 , 1969; (2 ) the lapse of the 5-year period ( or longer period approved by the Commissioner under section 4943(c)(7)) to dispose
of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20 -year first phase holding period ? (Use Schedule C,
Form 4720, to determine if the foundation had excess business holdings in 2010)
N/A
4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes9
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 jeo p ardy before the first day of the tax year beginning in 2010?
3b
4a
X
4b
X
Form 990-PF (2010)
023541
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16070210 793770 ISA2636
5
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Form 990-PF 2010
91-1748486
THE ISABEL ALLENDE FOUNDATION
Part VII- B Statements Reaardina Activities for Which Form 4720 May Be Reauired (continued)
5a During the year did the foundation pay or incur any amount to:
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
ED
(2) Influence 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) Provide a grant to an organization other than a charitable, etc., organization described in section
0
509(a)(1), (2), or (3), or section 4940(d)(2)?
purposes,
or
for
for
any
than
charitable,
scientific,
literary,
or
educational
purpose other
religious,
(5) Provide
the prevention of cruelty to children or animals'
b If 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 If the answer is 'Yes' to question 5a(4), does the foundation claim exemption from the tax because it maintained
expenditure responsibility for the grant?
N/A
If "Yes," attach the statement required by Regulations section 53 4945-5(d)
6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If "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?
b If 'Yes' did the foundation receive any p roceeds or have an y net income attributable to the transaction?
Pa e 6
Yes ® No
Yes ®No
Yes ® No
Yes ® No
Yes ® No
5b
N/A
^ [^
Yes
No
Yes ® No
6b
Yes ® No
N /A
X
7b
Information About Officers, Directors , Trustees , Foundation Managers , Highly
LPart
a VIII I Paid Employees, and Contractors
1
List all officers . directors. trustees. foundation manaaers and their comuensation.
(b) Title, and average
hours per week devoted
to position
( a) Name and address
ISABEL ALLENDE
116 CALEDONIA ST
SAUSALITO
CA 94965
WILLIAM C. GORDON
116 CALEDONIA ST
SAUSALITO , CA 94965
2
(c) Compensation
( If not p aid ,
( d) Contributions to
emp oyee benefit plans
and deferred
compensation
enter - O
(e) Expense
account, other
allowances
PRESIDENT
1.00
0.
0.
0.
0.
0.
0.
Id) Contributions to
a pogeebenefitplans
(e)Ex^ense
account, other
allowances
SECRETARY
1.00
Comnensation of five hiahect-naid emniovees (other than those included on line 11 If none- enter "NONE."
(a) Name and address of each employee paid more than $50,000
LORI BARRA
171 RIVIERA
(b) Title, and average
r per week
hous
devoted to position
(c) Compensation
compensation
EXECUTIVE DIR ECTOR
SAN RAFAEL , CA 94901
Total number of other employees paid over $50,000
40.00
103 000.
0.
0.
^ 1
0
Form 990-PF (2010)
023551
12-07-10
16070210 793770 ISA2636
6
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Form 990-PF (2010)
THE ISABEL ALLENDE FOUNDATION
91-1748486
Information About Officers , Directors , Trustees, Foundation Managers , Highly
Page 7
Part
C^
YOU Paid Employees, and Contractors (continued)
3 Five highest-paid independent contractors for professional services. If none, enter "NONE."
(a) Name and address of each person paid more than $50,000
(c) Compensation
(b) Type of service
NONE
Total number of others receiving over $50 ,000 for p rofessional services
Part IX-A
0
^
Summary of Direct Charitable Activities
List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the
number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
N/A
2
3
4
I Part IX- B I Summary of Program - Related Investments
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
1
Amount
N/A
2
All other program-related investments. See instructions.
3
Total. Add lines 1 throu g h 3
1111.
0.
Form 990-PF (2010)
023561
12-07-10
16070210 793770 ISA2636
7
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Form 990-PF (2010)
Part X
THE
ISABEL
ALLENDE
Page 8
91-1748486
FOUNDATION
Minimum Investment Return (AI domestic foundations must complete this part Foreign foundations, see instructions)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes:
a Average monthly fair market value of securities
b Average of monthly cash balances
c Fair market value of all other assets
d Total (add lines la, b, and c)
e Reduction claimed for blockage or other factors reported on lines la and
1c (attach detailed explanation)
le
2 Acquisition indebtedness applicable to line 1 assets
3 Subtract line 2 from line 1d
4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions)
5 Net value of noncharitable - use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4
1
9,103,432.
Distributable Amount (see instructions) (Section 4942(l)(3) and (1)(5) private operating foundations and certain
Part XI 1
foreign organizations check here ^ f and do not complete this part.)
1
2a
b
c
3
4
5
6
7
Minimum investment return from Part X, line 6
Tax on investment income for 2010 from Part VI, line 5
2a
Income tax for 2010. (This does not include the tax from Part VI.)
2b
Add lines 2a and 2b
Distributable amount before adjustments. Subtract line 2c from line 1
Recoveries of amounts treated as qualifying distributions
Add lines 3 and 4
Deduction from distributable amount (see instructions)
Distributable amount as ad j usted. Subtract line 6 from line 5. Enter here and on Part XIII , line 1
Part XII
1
451 , 034.
6 , 585.
2c
3
6 585 .
444 , 449
4
0
5
444 , 449
6
0
7
444 , 449
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26
is
690 , 129.
b Program-related investments - total from Part IX-B
0.
lb
2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes
2
3 Amounts set aside for specific charitable projects that satisfy the:
a Suitability test (prior IRS approval required)
3a
b Cash distribution test (attach the required schedule)
3b
4 Qualifying distributions . Add lines la through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
690 , 129.
5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b
5
6 , 585.
6 Adjusted qualifying distributions. Subtract line 5 from line 4
6
683 , 544.
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.
Form 990-PF (2010)
023571
12-07-10
16070210 793770 ISA2636
8
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Form 990-PF (2010)
THE
(a)
Corpus
•
(d)
2010
(c)
2009
(b)
Years prior to 2009
Distributable amount for 2010 from Part XI,
444 449.
line7
2
Page 9
Undistributed Income (see instructions)
Part XIII
1
91-1748486
ISABEL ALLENDE FOUNDATION
Undistributed income , if any, as of the end of 2010
a Enter amount for 2009 only
b Total for prior years:
0
0.
3 Excess distributions ca rryover, if any, to 2010:
a From 2005
b From
c From
d From
e From
2006
2007
2008
2009
7
142
225
140
631
469.
,
,
,
,
600.
531.
152.
666.
f Total of lines 3a throug h e
4 Qualifying distributions for 2010 from
Part Xll, line 4: ^ $
690 , 129.
a Applied to 2009, but not more than line 2a
b Applied to undistributed income of prior
years (Election required - see instructions)
c Treated as distributions out of corpus
(Election required - see instructions)
d Applied to 2010 distributable amount
e Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2010
(it an amount appears in column ( d), the same amount
must be shown in column (a) )
1 14 7 , 418.
0.
0.
0.
444 449.
245 , 680.
0.
0.
6 Enter the net total of each column as
indicated below:
a Corpus Add lines 3f, 4c, and 4e Subtract line 5
1 , 393 , 098 .
b Prior years' undistributed income. Subtract
line 4b from line 2b
c Enter the amount of prior years'
undistributed income for which a notice of
deficiency has been issued, or on which
0.
the section 4942(a) tax has been previously
assessed
0 .
d Subtract line 6c from line 6b. Taxable
0 .
amount - see instructions
e Undistributed income for 2009. Subtract line
4a from line 2a. Taxable amount - see instr.
f Undistributed income for 2010. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2011
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3)
8 Excess distributions carryover from 2005
not applied on line 5 or line 7
9
10
Excess distributions carryover to 2011.
Subtract lines 7 and 8 from line 6a
Analysis of line 9:
a Excess from 2006
142 , 600.
b Excess from 2007
225 , 531.
c Excess from 2008
d Excess from 2009
e Excess from 2010
140 , 152.
631 , 666.
245 , 680. 1
0
0
0
7 , 469.
1 , 385 , 629.
Form 990-PF (2010)
023581
12-07-10
16070210 793770 ISA2636
9
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Form 990-PF 2010
THE ISABEL ALLENDE FOUNDATION
Part XIV Private Operating Foundations (see instructions and Part VII-A, question 9)
1 a If the foundation has received a ruling or determination letter that it is a private operating
^
foundation, and the ruling is effective for 2010, enter the date of the ruling
b Check box to indicate whether the foundation is a private ogeratmp foundation described in section
Prior 3 years
Tax year
2 a Enter the lesser of the adjusted net
2010
(b)
2009
(c) 2008
(a)
income from Part I or the minimum
investment return from Part X for
each year listed
b 85% of line 2a
c Qualifying distributions from Part XII,
line 4 for each year listed
d Amounts included in line 2c not
used directly for active conduct of
exempt activities
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
3 Complete 3a, b, or c for the
alternative test relied upon:
a "Assets' alternative test - enter:
(1) Value of all assets
91-1748486
Page 10
N/A
4942 (1)(3) or
(d) 2007
(_,J 4942(1)(5)
( e) Total
(2) Value of assets qualifying
under section 4942(f)(3)(B)(i)
b 'Endowment' alternative test - enter
2/3 of minimum investment return
shown in Part X, line 6 for each year
listed
c *Support' lternative test - enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments on
securities loans (section
512(a)(5)), or royalties)
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(1)(3)(B)(ni)
(3) Largest amount of support from
an exempt organization
( 4 ) Gross investment income
Part XV
1
Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets
at any time during the year- see the instructions.)
Information 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(d)(2).)
ISABEL ALLENDE
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or
other entity) of which the foundation has a 10% or greater interest.
NONE
2 Information Regarding Contribution , Grant, Gift, Loan, Scholarship , etc., Programs:
Check here ^ ® if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If
the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d.
a The name, address, and telephone number of the person to whom applications should be addressed:
b The form in which applications should be submitted and information and materials they should include:
c Any submission deadlines:
d Any restrictions or limitations on awards, such as by geographical areas , charitable fields , kinds of institutions , or other factors:
023001 12-07-10
16070210 793770 ISA2636
Form 990-PF (2010)
10
THE
ISABEL ALLENDE FOUNDATI ISA26361
2010.05050
Form 990-PF
3
e 11
Grants and Contributions Paid During the Year or Aonroved for Future Payment
Recipient
Name and address (home or business)
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
A moun t
a Paid dung the year
SEE
STATEMENT
14
^ 3a
Total
491 , 178.
b Approved for future payment
NONE
01- 3b 1
0.
Form 990-PF (2010)
Total
023011 12-07-10
11
16070210 793770 ISA2636
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Form 990-PF (2010)
Part XVI -A
THE
ISABEL ALLENDE FOUNDATION
1 Pr o gram service revenue:
a
b
c
d
e
f
9 Fees and contracts from government agencies
2 Me mbershlp dues and assessments
3 Int B rest on savings and temporary cash
Inv estments
4 Div idends and interest from securities
5 Net rental income or (loss) from real estate:
7
8
9
10
11
Unrelate d business income
(a)
Business
code
Exclu ded b y section 512 , 513 , or 514
(b)
Amount
Ex „°
code
a Debt-financed property
b Not debt-financed property
Net rental income or (loss) from personal
pro perty
0th er investment income
Gal n or (loss) from sales of assets other
tha n inventory
Net Income or (loss) from special events
Gr o ss profit or (loss) from sales of inventory
0th er revenue.
a
b
c
d
e
12 Sub total. Add columns (b), (d), and (e)
13 Total Add line 12, columns (b), (d), and (e)
(See worksheet in line 13 instructions to verify calculations.)
Part XVI- B
Page 12
Analysis of Income-Producing Activities
Enter boss amounts unless otherwise indicated .
6
91-1748486
0. 1
(e)
Related or exempt
function income
(d)
Amount
14
14
48 , 838.
125 , 406.
14
857.
18
14 , 558.
189 , 659. 1
13
0.
189,659.
Relationship of Activities to the Accomplishment of Exempt Purposes
16070210 793770 ISA2636
12
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Form 990-PF 2010
91-1748486
THE ISABEL ALLENDE FOUNDATION
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt O rganizations
Pa g e 13
Yes No
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of
the Code,(other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting foundation to a noncharitable exempt organization of.
lla(llll^
(1) Cash
^ X
X
la ( 2 )1
(2) Other assets
b Other transactions:
X
1b 1
(1) Sales of assets to a noncharitable exempt organization
X
(2) Purchases of assets from a nonchantable exempt organization
1b ( 2 )
X
(3) Rental of facilities, equipment, or other assets
lb ( 3 )
X
(4) Reimbursement arrangements
lb ( 4 )
X
(5) Loans or loan guarantees
lb ( 5 )
(6) Performance of services or membership or fundraising solicitations
X
1b ( 6 )
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
1c
X
If 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. If the foundation received less than fair market value in any transaction or sharing arrangement, show in
2a Is 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?
0 Yes
b It 'Yes, complete the following schedule.
(c) Description of relationship
(a) Name of organization
(b) Type of organization
® No
N/A
Sign
Here
Under penalties of perjury, I declare that I have examined this return , including accompanying schedules and statements , and to the best of my knowledge and belief, it is true, correct,
laration of preparer ( other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge
and complete D
Signature of offs
r or trustee
Print/Type preparer's name
Paid
16070210
ELLEN M.
REED CPA
Preparer's signature
5'7_^
Schedule of Contributors
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
OMB No 1545-0047
Attach to Form 990, 990-EZ, or 990-PF.
2010
Employer identification number
Name of th8 organization
Organization type (check one)
Filers of:
Section:
Form 990 or 990-EZ
Q 501 (c)(
) (enter number) organization
0 4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
Form 990-PF
® 501(c)(3) exempt private foundation
Q 4947(a)(1) nonexempt charitable trust treated as a private foundation
0 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.
Note . Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule See instructions
General Rule
® For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one
contributor Complete Parts I and II.
Special Rules
For a section 501 (c)(3) organization filing Form 990 or 990 - EZ that met the 33 1/3% support test of the regulations under sections
509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the greater of (1) $5 , 000 or (2) 2%
of the amount on (i) Form 990 , Part VIII, line 1h or (ii) Form 990 - EZ, line 1 Complete Parts I and II
For a section 501 (c)(7),(8), or ( 10) organization filing Form 990 or 990-EZ that received from any one contributor , during the year,
aggregate contributions of more than $ 1,000 for use exclusively for religious , charitable, scientific , literary, or educational purposes, or
the prevention of cruelty to children or animals Complete Parts I, II, and III
0 For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,
contributions for use exclusively for religious, charitable, etc , purposes, but these contributions did not aggregate to more than $1,000
If this box is checked, enter here the total contributions that were received during the year for an exclusively 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.
00. $
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 IV, line 2 of its Form 990, or check the box on line H of its Form 990-EZ, or on line 2 of its Form 990-PF, to certify
that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)
LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990, 990-EZ , or 990- PF.
023451
12-23-10
Schedule B (Form 990 , 990-EZ , or 990 - PF) (2010)
of
Schedule B (Form 990, 990-EZ, or
Name of organization
Part I
of Part I
Contributors (see instructions)
(a)
No.
1
1
Employer identification number
(c)
Aggregate contributions
(b)
Name, address , and ZIP + 4
(d)
Type of contribution
Person
ISABEL ALLENDE
El
Payroll
$
116 CALEDONIA ST
SAUSAL I TO ,
(a)
No.
154,175.
CA 9 4 9 6 5
(b)
Name , address, and ZIP + 4
(c)
Aggregate contributions
Noncash I-XI
(Complete Part II if there
is a noncash contnbutlon )
(d)
Type of contribution
Person
Payroll
Noncash
$
0
(Complete Part II if there
is a noncash contribution )
(a)
No.
(b)
Name , address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
Person
$
Payroll
0
Noncash
L
(Complete Part II if there
is a noncash contribution )
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
Person
Payroll
Noncash
$
(Complete Part II if there
is a noncash contribution )
(a)
No.
(b)
Name , address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
Person
Payroll
Noncash
$
(Complete Part II if there
is a noncash contribution)
(a)
No.
(b)
Name , address , and ZIP + 4
(c)
Aggregate contributions
$
(d)
Type of contribution
Person
Payroll
Noncash
fl
(Complete Part II if there
is a noncash contribution )
023452 12-23 - 10
16070210 793770 ISA2636
Schedule B (Form 9 90. 990-EZ. or 990-PF) 120101
15
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Schedule B (Form 990, 990-EZ, or
of
I
of Part II
Employer identification number
Name of organization
Noncash Property (see instructions)
Part II
(a)
No.
from
Part I
(c)
(b)
Description of noncash property given
FMV (or estimate)
(see instructions)
(d)
Date received
7,000 SHARES EMC
1
$
(a)
154,175.
10/06/11
(c)
Description of noncash property given
Part I
FMV (or
or estimate )
(see instructions)
(a)
No.
from
Part I
(b)
Description of noncash property given
FMV (or estimate)
(see instructions)
(a)
No.
from
Part I
(b)
Description of noncash property given
FMV (or estimate)
(see instructions)
(a)
No.
from
Part I
(b)
Description of noncash property given
(a)
No.
from
Part I
(b)
Description of noncash property given
Date received
(c)
(d)
Date received
(c)
(d)
Date received
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
(c)
023453 12 .23.10
16070210 793770 ISA2636
FMV (or estimate)
( see instructions )
(d)
Date received
Schedule B (Form 990 , 990-EZ, or 990 -PF) (2010)
16
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
Schedule B (Form 990, 990-EZ , or 990-PF) (2010 )
Page
of
of Part III
Employer identification number
Name of organization
91-1748486
THE ISABEL ALLENDE FOUNDATION
Part III . Exclusively religious, charitable, etc., individual contributions to section 501(c )(7), (8), or ( 10) organizations aggregating
more than $ 1,000 for the year . Complete columns (a) through (e) and the following line entry. For organizations completing
Part III, enter the total of exclusively religious, chantable, etc , contributions of
1000 or less for the year. (Enter this Information once. See instructions
(a) No.
from
(d) Description of how gift is held
(b) Purpose of gift
(c) Use of gift
Part I
(e) Transfer of gift
Relationshi p of transferor to transferee
Transferee's name , address , and ZIP + 4
(a) No.
from
Part l
(c) Use of gift
(b) Purpose of gift
(d) Description of how gift is held
(e) Transfer of gift
Relationshi p of transferor to transferee
Transferee's name, address , and ZIP + 4
(a) No.
from
Part l
(c) Use of gift
(b) Purpose of gift
(d) Description of how gift is held
(e) Transfer of gift
Relationshi p of transferor to transferee
Transferee's name, address , and ZIP + 4
(a) No.
from
Part l
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address , and ZIP + 4
023454
12-23.10
16070210 793770 ISA2636
Relationshi p of transferor to transferee
Schedule B (Form 990, 990-EZ , or 990 -PF) (2010)
17
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
2010 DEPRECIATION AND AMORTIZATION REPORT
990-PF
FORM 990-PF PAGE 1
Asset
No
Description
Date
Acquired
Method
Life
Line
No
Unadjusted
Cost Or Basis
Bus %
Excl
Reduction In
Basis
Basis For
Depreciation
Accumulated
Depreciation
Current
Sec 179
Current Year
Deduction
3 COMPUTER EQUIPMENT 09 22 07 S L
5.00 16
3,753.
3,753.
2,378.
751.
01 12 08 S L
5.00 16
1,263.
1,263.
738.
253.
03 24 08 S L
5.00 16
1,655.
1,655.
883.
331.
OMPUTER PRINTER
12 29 08 200D 5.00 17
2,516.
2,516.
1,308.
483.
OMPUTER PRINTER
05 05 09 200D 5.00 17
501.
501.
260.
96.
OMPUTER PRINTER
5 COMPUTER
- APPLE
8 COMPUTER
- APPLE
09 04 09 200D 5.00 17
1,929.
1,929.
1,003.
370.
9 COMPUTER
- APPLE
09 14 10 200D 5.00 17
2,594.
2,594.
130.
986.
10 MAC MINI
09 25 10 200D 5.00 17
653.
653.
33.
248.
1
03 29 1] 200D1 7.00 19
675.
675.
96.
1,700.
1,700.
472.
FFICE CHAIR
SOFTWARE -
13 HOTOXPEDIT
01 25 1
36M
42
* TOTAL 990-PF PG
EPR & AMORT
028102
05-01-10
17,239.
(D) - Asset disposed
18
0.
17,239.
6,733.
0.
4,086.
• ITC, Section 179, Salvage, Bonus, Commercial Revitalization Deduction
91-1748486
.THE ISABEL ALLENDE FOUNDATION
GAIN OR
FORM 990-PF
(LOSS)
FROM SALE OF ASSETS
MANNER
ACQUIRED
(A)
DESCRIPTION OF PROPERTY
STATEMENT
DATE
ACQUIRED
1
DATE SOLD
PURCHASED
CORPORATE OBLIGATIONS
(B)
GROSS
SALES PRICE
(C)
VALUE AT
TIME OF ACQ.
960,000.
940,355.
(D)
EXPENSE OF
SALE
(F)
(E)
DEPREC.
0.
0.
19,645.
DATE
MANNER
(A)
DESCRIPTION OF PROPERTY
GAIN OR LOSS
CORPORATE SECURITIES
(B)
GROSS
SALES PRICE
(C)
VALUE AT
TIME OF ACQ.
976,568.
881,906.
(D)
EXPENSE OF
SALE
GAIN OR LOSS
94,662.
0.
DATE
ACQUIRED
DATE SOLD
PURCHASED
(C)
VALUE AT
TIME OF ACQ.
(B)
GROSS
SALES PRICE
687,540.
787,289.
CAPITAL GAINS DIVIDENDS FROM PART IV
793770
DEPREC.
MANNER
ACQUIRED
CORPORATE SECURITIES
16070210
(F)
0.
(A)
DESCRIPTION OF PROPERTY
TOTAL TO FORM 990-PF,
(E)
PART I,
ISA2636
LINE 6A
(D)
EXPENSE OF
SALE
0.
(F)
(E)
DEPREC.
GAIN OR LOSS
0.
<99,749.>
0.
14,558.
19
STATEMENT(S) 1
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
•THE ISABEL ALLENDE FOUNDATION
FORM 990-PF
91-1748486
INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS
AMOUNT
SOURCE
48,836.
UNION BANK
WELLS FARGO
2.
TOTAL TO FORM 990-PF,
PART I,
LINE 3,
48,838.
COLUMN A
DIVIDENDS AND INTEREST FROM SECURITIES
FORM 990-PF
UNION BANK
TOTAL TO FM 990-PF,
PART I,
LN 4
FORM 990-PF
125,406.
125,406.
0.
125,406.
CLASS ACTION LAWSUIT PROCEEDS
PART I,
LINE 11
(A)
EXPENSES
PER BOOKS
DESCRIPTION
ACCOUNTING FEES
793770
STATEMENT
(B)
NET INVESTMENT INCOME
857.
857.
857.
857.
ACCOUNTING FEES
FORM 990-PF
PG 1,
LN 16B
ISA2636
COLUMN (A)
AMOUNT
0.
(A)
REVENUE
PER BOOKS
TOTAL TO FORM 990-PF,
3
125,406.
OTHER INCOME
DESCRIPTION
TO FORM 990-PF,
STATEMENT
CAPITAL GAINS
DIVIDENDS
GROSS AMOUNT
SOURCE
16070210
2
STATEMENT
(C)
ADJUSTED
NET INCOME
STATEMENT
(B)
NET INVESTMENT INCOME
(C)
ADJUSTED
NET INCOME
4
5
(D)
CHARITABLE
PURPOSES
12,945.
647.
12,670.
12,945.
647.
12,670.
20
STATEMENT(S) 2, 3, 4, 5
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
.THE ISABEL ALLENDE FOUNDATION
(A)
EXPENSES
PER BOOKS
DESCRIPTION
OTHER PROF.
STATEMENT
OTHER PROFESSIONAL FEES
FORM 990-PF
FEES
TO FORM 990-PF,
PG 1,
LN 16C
FORM 990-PF
PG 1,
LN 18
FORM 990-PF
0.
25,345.
25,345.
0.
25,345.
STATEMENT
(B)
NET INVESTMENT INCOME
(C)
ADJUSTED
NET INCOME
TO FORM 990-PF,
PG 1,
16070210
ISA2636
LN 23
(D)
CHARITABLE
PURPOSES
0.
2,531.
63.
0.
0.
6,257.
11,930.
2,594.
6,257.
(A)
EXPENSES
PER BOOKS
AUTO
BANK CHARGES
CONTRACT LABOR
INTERNET EXPENSE
INVESTMENT ADVISOR
POSTAGE
PROMOTION
SUPPLIES
TECH SUPPORT
TELEPHONE
UTILITIES
BUSINESS MEALS
FEES
INSURANCE
REFERENCE
SEMINARS/EDUCATION
DUES AND SUBS
AMORTIZATION
7
3,079.
2,531.
6,320.
STATEMENT
OTHER EXPENSES
DESCRIPTION
(D)
CHARITABLE
PURPOSES
25,345.
(A)
EXPENSES
PER BOOKS
FEDERAL EXCISE TAX
FOREIGN TAXES
PAYROLL TAXES
793770
(C)
ADJUSTED
NET INCOME
TAXES
DESCRIPTION
TO FORM 990-PF,
(B)
NET INVESTMENT INCOME
6
(B)
NET INVESTMENT INCOME
(C)
ADJUSTED
NET INCOME
8
(D)
CHARITABLE
PURPOSES
84.
2,874.
19,005.
1,851.
52,268.
2,391.
1,540.
4,881.
75.
3,936.
399.
4,288.
160.
580.
300.
395.
800.
0.
2,583.
0.
0.
52,268.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
84.
291.
19,005.
1,851.
0.
2,391.
1,540.
4,881.
75.
3,936.
399.
472.
0.
0.
96,299.
54,851.
40,976.
4,288.
160.
580.
300.
395.
800.
21
STATEMENT(S) 6, 7, 8
THE
ISABEL
ALLENDE
FOUNDATI ISA26361
2010.05050
91-1748486
.THE ISABEL ALLENDE FOUNDATION
FORM 990-PF
U.S.
AND STATE/CITY GOVERNMENT OBLIGATIONS
U.S.
GOV'T
DESCRIPTION
OTHER
GOV'T
BOOK VALUE
STATEMENT
9
FAIR MARKET
VALUE
805,628.
808,749.
TOTAL STATE AND MUNICIPAL GOVERNMENT OBLIGATIONS
805,628.
808,749.
TOTAL TO FORM 990-PF,
805,628.
808,749.
X
STATE AND MUNICIPAL OBLIGATIONS
TOTAL U.S.
GOVERNMENT OBLIGATIONS
PART II,
FORM 990-PF
LINE 10A
BOOK VALUE
DESCRIPTION
CORP STOCK
TOTAL TO FORM 990-PF,
PART II,
FORM 990-PF
LINE 10B
TOTAL TO FORM 990-PF,
PART II,
LINE 10C
4,933,664.
5,866,665.
STATEMENT
COST OR
OTHER BASIS
COMPUTER
COMPUTER
COMPUTER
COMPUTER
COMPUTER
COMPUTER
COMPUTER
EQUIPMENT
PRINTER
- APPLE
PRINTER
PRINTER
- APPLE
- APPLE
16070210
793770
ISA2636
3,753.
1,263.
1,655.
2,516.
501.
1,929.
2,594.
11
FAIR MARKET
VALUE
2,130,259.
2,197,303.
2,130,259.
2,197,303.
DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT
DESCRIPTION
FAIR MARKET
VALUE
5,866,665.
BOOK VALUE
CORP BONDS
10
4,933,664.
CORPORATE BONDS
DESCRIPTION
FORM 990-PF
STATEMENT
CORPORATE STOCK
ACCUMULATED
DEPRECIATION
3,129.
991.
1,214.
1,791.
356.
1,373.
1,116.
STATEMENT
12
BOOK VALUE
624.
272.
441.
725.
145.
556.
1,478.
22
STATEMENT(S) 9, 10, 11, 12
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
THE ISABEL ALLENDE FOUNDATION
653.
281.
372.
675.
1,700.
96.
472.
579.
1,228.
17,239.
10,819.
6,420.
MAC MINI
OFFICE CHAIR
SOFTWARE - PHOTOXPEDIT
TOTAL TO FM 990-PF,
FORM 990-PF
PART II, LN 14
LIST OF SUBSTANTIAL CONTRIBUTORS
PART VII-A, LINE 10
NAME OF CONTRIBUTOR
ADDRESS
ISABEL ALLENDE
116 CALDONIA ST
SAUSALITO, CA 94965
FORM 990-PF
GRANTS AND CONTRIBUTIONS
PAID DURING THE YEAR
RECIPIENT RELATIONSHIP
AND PURPOSE OF GRANT
RECIPIENT NAME AND ADDRESS
STATEMENT
13
STATEMENT
14
RECIPIENT
STATUS
AMOUNT
NONE
SCHOLARSHIPS FOR
LATINO WOMEN
PUBLIC
29,500.
NONE
EDUCATION, LITERACY,
EMPOWERMENT OF
CHILDREN
PUBLIC
5,000.
A HOME AWAY FROM HOMELESSNESS
FORT MASON, BUILDING 9
SAN
FRANCISCO, CA 94123
NONE
PROTECTION OF CHILDREN
PUBLIC
5,000.
ACLU OF NORTHERN CALIFORNIA
39 DRUMM STREET
SAN FRANCISCO,
CA 94111
NONE
SUPPORTING EMPOWERMENT
OF WOMEN
PUBLIC
1,000.
ADOPT A FAMILY OF MARIN
1930 FOURTH STREET
SAN RAFAEL,
CA 94901
NONE
EMPOWERMENT OF WOMEN
AND PROTECTION OF
CHILDREN
PUBLIC
10,000 DEGREES
781 LINCOLN AVE, STE 140
RAFAEL, CA 94901
826 VALENCIA
826 VALENCIA STREET
FRANCISCO, CA 94110
SAN
SAN
16070210 793770 ISA2636
23
STATEMENT(S) 12, 13, 14
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
.THE ISABEL ALLENDE FOUNDATION
NONE
PROTECTION AND
EMPOWERMENT OF MIGRANT
FAMILIES
FOREIGN
NONE
PROVIDES AID TO LOW
INCOME YOUNG ADULTS IN
MA
PUBLIC
NONE
HEALTH
PUBLIC
AMERICAN PORPHYRIA FOUNDATION
PO BOX 22712
HOUSTON, TX 77227
NONE
HEALTH
PUBLIC
2,500.
AMNESTY INTERNATIONAL
5 PENN PLAZA
NEW YORK,
NONE
HUMAN RIGHTS ADVOCACY
PUBLIC
1,100.
NONE
EDUCATION AND
EMPOWERMENT OF GIRLS
PUBLIC
BAY AREA OUTREACH AND RECREATION
PROGRAM
C/O MARIANA RUYBALID 2951 DERBY
STREET APT 2459
BERKELY, CA
NONE
HEALTH AND EMPOWERMENT
OF WOMEN WITH
DISABILITIES
PUBLIC
BAY AREA WOMEN AGAINST RAPE
470 27TH STREET
OAKLAND, CA
NONE
HEALTH AND EMPOWERMENT
PUBLIC
2,500.
CAMINOS/PATHWAYS LEARNING CENTER
2301 MISSION ST, STE 105
SAN
FRANCISCO, CA 94110
NONE
EDUCATION AND LITERACY
PROGRAMS
PUBLIC
4,000.
CANAL ALLIANCE
91 LARKSPUR STREET
CA 94901
NONE
SUPPORT THE
DEVELOPMENT OF
LEADERSHIP SKILLS FOR
YOU
PUBLIC
9,500.
ALBERGUE JESUS EL BUEN PASTOR
DEL POBRE Y EL MIGRANTE
CAMINO A RAYMUNDO ENRIQUE 500
METROS HACIA ADENTRO
TAPACHULA,
'AMBASSADORS OF HOPE AND
',OPPORTUNITY PROJECT
PO BOX 2278
MILL VALLEY,
94942
AMERICAN CANCER SOCIETY ,
NORTHERN CA
1710 WEBSTER ST
OAKLAND,
94612
CA
CA
NY 10001
BAHIA VISTA ELEMENTARY
125 BAHIA WAY
SAN RAFAEL,
94901
CA
94612
16070210
SAN RAFAEL ,
793770 ISA2636
24
STATEMENT(S) 14
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
THE ISABEL ALLENDE FOUNDATION
1,000.
NONE
HEALTH
PUBLIC
NONE
HEALTH
PUBLIC
NONE
EDUCATION AND LITERACY
PROGRAMS
PUBLIC
NONE
EDUCATION AND
EMPOWERMENT OF WOMEN
PUBLIC
NONE
EMPOWERMENT OF WOMEN
PUBLIC
NONE
HEALTH AND EDUCATION
FOR LOW INCOME
FAMILIES
PUBLIC
NONE
HUMAN RIGHTS ADVOCACY
FOREIGN
2,500.
NONE
EMPOWERMENT AND
EDUCATION OF WOMEN
PUBLIC
5,000.
405 14TH STREET, ST 712
OAKLAND, CA 94612
CHILDHOOD MATTERS
221 OAK STREET STE B
CA 94607
NONE
LITERACY PROGRAMS FOR
CHILDREN
PUBLIC
5,000.
NONE
LITERACY PROGRAMS FOR
CHILDREN
PUBLIC
2,000.
CARE
151 ELLIS ST NE
303032440
ATLANTA,
CARING BRIDGE
3440 FEDERAL DRIVE,
EAGAN, MN 55122
GA
STE 100
CATHOLIC CHARITIES CYO
180 HOWARD STREET STE 100
FRANCISCO, CA 94105
CENTER FOR THE ART OF
TRANSLATION
35 STILLMAN ST, STE 201
FRANCISCO, CA 94107
CENTRO CHILENO LAUTARO
15 AVALON COURT
ALAMO,
SAN
SAN
CA 94507
CENTRO LEGAL DE LA RAZA
3022 INTERNATIONAL BLVD STE 410
OAKLAND, CA 94601
;CENTROS CULTURALES MAPUCHE
ASOCIACION GREMIAL
CALLE ENRIQUE BARRAZA NO 18
CONCEPCION,
LORENZO ARENAS NO 1
CEO WOMEN
OAKLAND,
CHILDRENS BOOK PROJECT
SAN
45 HOLLY PARK CIRCLE
FRANCISCO, CA 94110
16070210
793770 ISA2636
2,500.
5,000.
STATEMENT(S) 14
25
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
THE ISABEL ALLENDE FOUNDATION
CIRCULO DE VIDA CANCER SUPPORT
AND RESOURCE CENTER
2601 MISSION ,STREET, STE 702
SAN FRANCISCO, CA 94110
NONE
HEALTH, EDUCATION,
ADVOCACY , COUNSELING
FOR LATINAS
PUBLIC
5,750.
CITY OF JOY AID, INC
9501 4TH PLACE
LORTON, VA 22079
NONE
HEALTHCARE FOR
CHILDREN IN INDIA
PUBLIC
7,500.
COLEMAN ELEMENTARY
280 WOODLAND AVE
SAN RAFAEL,
94901
NONE
EDUCATION AND
EMPOWERMENT OF GIRLS
PUBLIC
NONE
HEALTH
PUBLIC
NONE
EDUCATION AND
EMPOWERMENT OF GIRLS
PUBLIC
NONE
EDUCATION UNDERSERVED
YOUTH
PUBLIC
DEVELOPMENT AND EDUCATION
PROGRAMME FOR DAUGHTERS
465 CALIFORNIA STREET, STE 900
SAN FRANCISCO, CA 94104
NONE
PROTECTION OF WOMEN
FROM VIOLENCE AND
ABUSE
PUBLIC
EDGEWOOD CENTER FOR CHILDREN AND
FAMILIES
1801 VICENTE STREET
SAN
FRANCISCO, CA 94116
NONE
PROTECTION OF CHILDREN
FROM VIOLENCE AND
ABUSE
PUBLIC
ENRICHING LIVES THROUGH MUSIC
LARKSPUR, CA
150 LOCUST AVE
94939
NONE
MUSIC EDUCATION FOR
LOW INCOME LATINAS
PUBLIC
EXIL ASSOCIATION
AV REPUBLICA ARGENTINA 6 40 2A
BARCELONA, SPAIN 08023
NONE
HUMAN SERVICES FOR LOW
INCOME FAMILIES
PUBLIC
CA
CUMBERLAND VALLEY BREAST CARE
ALLIANCE
344 LEEDY WAY EAST
CHAMBERSBURG, PA 17201
DAVIDSON MIDDLE SCHOOL
SAN RAFAEL,
280 WOODLAND AVE
94901
DE MARILLAC ACADEMY
175 GOLDEN GATE AVE
FRANCISCO, CA 94102
CA
SAN
16070210 793770 ISA2636
500.
5,000.
STATEMENT(S) 14
26
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
.THE ISABEL ALLENDE FOUNDATION
FAIRFAX SAN ANSELMO CHILDREN'S
CENTER
FAIRFAX, CA
199 PORTEOUS AVE
94930
NONE
PROVIDES CHILDCARE AND
SUPPORT SYSTEM TO
FAMILIES
PUBLIC
9,500.
FAMILY SERVICE AGENCY OF MARIN
CHILDHOOD TRAUMA PROGRAM 555
NORTHGATE DRIVE
SAN RAFAEL, CA
94903
NONE
PROTECTION OF WOMEN
AND CHILDREN
PUBLIC
7,500.
FEMINIST MAJORITY FOUNDATION
1600 WILSON BLVD, STE 801
ARLINGTON, VA 22209
NONE
EMPOWERS AND PROTECTS
WOMEN
PUBLIC
1,000.
FREEDOM FIRM USA
HOPKINS,
38 18TH AVE S
NONE
PROTECTION OF WOMEN
FROM VIOLENCE AND
ABUSE
PUBLIC
3,000.
FRIENDS INTERNATIONAL
107 EAST MAIN STREET
STE 27
MEDFORD, OR 97501
NONE
PROTECTION OF WOMEN
FROM VIOLENCE AND
ABUSE
PUBLIC
3,000.
FUNDACION COLECTIVO ALQUIMIA
FONDO PARA MUJERES
CONDELL 1325
PROVIDENCIA
SANTIAGO, CHILE
NONE
EMPOWERMENT OF WOMEN
FOREIGN
5,000.
NONE
PROTECTION OF WOMEN
AND CHILDREN IN CHILE
FOREIGN
GIFTS OF THE HEART
C/O MARINLINK 2620 THE MALL AT
NORTHGATE
SAN RAFAEL, CA 94903
NONE
SUPPORT FOR HOMELESS
IN MARIN AND SAN
FRANCISCO
PUBLIC
GIRLS FOR A CHANGE
SAN JOSE,
PO BOX 1436
95109-1436
NONE
EMPOWERMENT OF YOUNG
WOMEN
PUBLIC
NONE
EMPOWERMENT OF YOUNG
WOMEN
PUBLIC
MN 55343
^'FUNDACION DE LOS SAGRADO
CORAZONES
CALLE SEIS NO. 4584 JAIME
EYZAGUIRRE MACUL
SANTIAGO,
CA
GIRLS INCORPORATED OF ALAMEDA
COUNTY
13666 EAST 14TH STREET
SAN
LEANDRO, CA 94578
16070210
793770 ISA2636
2,500.
27
STATEMENT(S) 14
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
.THE ISABEL ALLENDE FOUNDATION
91-1748486
NONE
EDUCATION AND
EMPOWERMENT OF GIRLS
PUBLIC
NONE
HEALTH, EDUCATION, AND
LITERACY FOR WOMEN AND
CHILDR
PUBLIC
NONE
HEALTH
PUBLIC
HAITI PROJECTS, INC
31 LEONARD STREET
GLOUCESTER,
MA 01930
NONE
HEALTH AND EMPOWERMENT
PUBLIC
HISPANICS IN PHILANTHROPY
55 SECOND STREET STE 1500
FRANCISCO, CA 94105
NONE
EMPOWERMENT OF LATINOS
PUBLIC
NONE
HEALTH AND EDUCATION
OF UNDERSERVED
COMMUNITIES IN C
PUBLIC
HOMELESS PRENATAL PROGRAM
2500 18TH STREET
SAN FRANCISCO,
CA 94110
NONE
ASSISTING HOMELESS
PREGNANT WOMEN
PUBLIC
22,500.
HUCKLEBERRY YOUTH PROGRAMS
555 COLE STREET
SAN FRANCISCO,
CA 94117
NONE
EMPOWERMENT OF THE
YOUTH
PUBLIC
5,000.
IPAS
PO BOX 5027
27514
NONE
PROTECTION OF WOMEN'S
HEALTH
PUBLIC
NONE
SCHOLARSHIPS FOR YOUNG
WOMEN
PUBLIC
GIRLSOURCE
1550 BRVANT STREET, STE 675
FRANCISCO, CA.94103
GLIDE FOUNDATION
330 ELLIS STREET
CA 94102
SAN FRANCISCO,
GREENGULCH FARMS
1601 SHORELINE HWY
ICA 94965
HOGAR DE CRISTO
5704 ROLAND AVE
21210
SAN
MUIR BEACH,
SAN
BALTIMORE,
CHAPEL HILL,
NC
IRAQI STUDENT PROJECT
1154 EAST COLFAX AVE
SOUTH
BEND, IN 46617
16070210 793770 ISA2636
MD
5,000.
28
STATEMENT(S) 14
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
THE ISABEL ALLENDE FOUNDATION
PUBLIC
5,000.
NONE
EDUCATION THROUGH
PUBLIC RADIO AND TV
PUBLIC
2,500.
NONE
EMPOWERING FAMILIES
PUBLIC
NONE
EDUCATION AND
EMPOWERMENT OF GIRLS
PUBLIC
NONE
DIRECT LEGAL AND
SOCIAL SERVICES TO LOW
INCOME YOUTH
PUBLIC
5,000.
NONE
PROTECTING HUMAN
RIGHTS OF WOMEN AND
CHILDREN
PUBLIC
3,000.
NONE
HEALTH AND EDUCATION
FOR LOW INCOME
FAMILIES
PUBLIC
4,000.
NONE
HEALTH EDUCATION AND
EMPOWERMENT OF WOMEN
AND CHILDR
PUBLIC
NONE
HUMAN SERVICES FOR LOW
INCOME FAMILIES
PUBLIC
4,000.
NONE
EDUCATION/SCHOLARSHIPS
PUBLIC
1,500.
JAMESTOWN COMMUNITY CENTER
3382-26TH STREET
SAN FRANCISCO,
NONE
EMPOWERMENT OF THE
CA 94110
YOUTH
KQED
2601 MARIPOSA
941101426
SAN FRANCISCO,
CA
LA CONCINA
294$ FOLSOM STREET
SAN
FRANCISCO, CA 94110
LAUREL DELL ELEMENTARY
225 WOODLAND AVE
SAN RAFAEL,
94901
CA
LEGAL SERVICES FOR CHILDREN
1254 MARKET STREET
SAN
FRANCISCO, CA 94102
MADRE
'.121 WEST 27TH STREET
NY 10001
NEW YORK,
-MAPENDO INTERNATIONAL
689 MASSACHUSETTS AVE,
CAMBRIDGE, MA 02139
2ND FLOOR
MARIN COMMUNITY CLINIC
300 PROFESSIONAL CENTER,
NOVATO, CA 94947
MARIN FOOD BANK
75 DIGITAL DRIVE
94949
STE 311
NOVATO,
MARIN LITERACY PROGRAM
1100 E STREET
SAN RAFAEL,
CA
CA
94901
16070210
793770
ISA2636
29
STATEMENT(S) 14
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
THE ISABEL ALLENDE FOUNDATION
NONE
EMPOWERMENT
PUBLIC
MS FOUNDATION FOR WOMEN
12 METROTECH CENTER 26TH FLOOR
NEW YORK, NY 11201
NONE
EMPOWERMENT OF WOMEN
PUBLIC
3,500.
MUJERES UNIDAS Y ACTIVAS
SAN
3543 18TH STREET, #23
FRANCISCO, CA 94110
NONE
EMPOWERMENT OF WOMEN
AND THEIR RIGHTS
PUBLIC
20,000.
NARAL PRO-CHOICE CALIFORNIA
FOUNDATION
SAN
11 PINE STREET, ST 500
FRANCISCO, CA 94110
NONE
EMPOWERMENT OF WOMEN
PUBLIC
NEPALESE YOUTH OPPORTUNITY
FOUNDATION
3030 BRIDGEWAY, ST 123
SAUSALITO, CA 94965
NONE
EMPOWERMENT OF WOMEN
PUBLIC
NEW DIMENSIONS MEDIA
PO BOX 569
UKIAH, CA 95482
NONE
EDUCATION AND
EMPOWERMENT OF GIRLS
PUBLIC
NOVATO YOUTH CENTER/NOVATO
WELLNESS CENTER
680 WILSON AVE
NOVATO, CA 94947
NONE
HEALTH SERVICES FOR
YOUTH
PUBLIC
OASIS FOR GIRLS/THE TIDES CENTER
245 11TH STREET 3RD FLOOR
SAN
FRANCISCO, CA 94610
NONE
ART PROGRAMS FOR
UNDERSERVED YOUTH
PUBLIC
OMEGA INSTITUTE FOR HOLISTIC
STUDIES
150 LAKE DRIVE
RHII .TEBECK, NY
12572
NONE
EDUCATION/SCHOLARSHIPS
FOR YOUNG WOMEN
PUBLIC
ON LOK SENIOR HEALTH SERVICES
1333 BUSH STREET
SAN FRANCISCO,
NONE
HEALTH CARE FOR
PUBLIC
CA 94109
SENIORS
MINGA
PO BOX 610004
NEWTON,
16070210 793770 ISA2636
MA 02461
30,828.
7,500.
5,000.
30
STATEMENT(S) 14
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
ITHE ISABEL ALLENDE FOUNDATION
91-1748486
NONE
HUMAN SERVICES FOR LOW
INCOME FAMILIES
PUBLIC
NONE
HEALTH AND EDUCATION
FOR LOW INCOME
FAMILIES
PUBLIC
PARENT SERVICES PROJECT, INC
79 BELEVEDERE ST, STE 101
SAN
RAFAEL, CA 94901
NONE
EMPOWERING FAMILIES
PUBLIC
PARTNERS IN HEALTH
888 COMMMONWEALTH AVE 3RD FLOOR
BOSTON, MA 02215
NONE
HEALTH AND EMPOWERMENT
PUBLIC
PLANNED PARENTHOOD FEDERATION OF
AMERICA, INC
434 WEST 33RD STREET
NEW YORK,
NY 10001
NONE
EMPOWERMENT OF WOMEN
PUBLIC
PLANNED PARENTHOOD GOLDEN GATE
815 EDDY STREET , STE 300
SAN
FRANCISCO, CA 94109
NONE
EMPOWERMENT OF WOMEN
PUBLIC
PROGRAM FOR TORTURE VICTIMS
3655 SOUTH GRAND AVENUE #290
LOS ANGELES, CA 90007
NONE
SUPPORTING VICTIMS OF
VIOLENCE AND TORTURE
PUBLIC
3,000.
PROJECT OPEN HAND
730 POLK STREET
SAN FRANCISCO,
CA 94109
NONE
FOOD AND HEALTHCARE
FOR UNINSURED/HOMELESS
WOMEN WIT
PUBLIC
6,000.
RAPHAEL HOUSE OF SAN FRANCISCO
1065 SUTTER ST
SAN FRANCISCO,
CA 94109
NONE
PROVIDE SUPPORT TO
WOMEN RECOVERING FROM
BEING HOMEL
PUBLIC
RED HEN PRESS
PO BOX 3537
GRENADA HILLS,
91394
NONE
EDUCATION AND
EMPOWERMENT OF GIRLS
PUBLIC
IORITEL
1221 BRICKELL AVE.
MIAMI, FL 331.31
SUITE 1590
PACHAMAMA CONSERVATION
88 CANYON ROAD
FAIRFAX,
94930
16070210 793770 ISA2636
CA
CA
5,000.
2,500.
31
STATEMENT(S) 14
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
`THE ISABEL ALLENDE FOUNDATION
NONE
SUPPORTING AT-RISK
YOUTH IN REDWOOD CITY
PUBLIC
NONE
SUPPORTING WOMEN AFTER
HOMELESSNESS
PUBLIC
SAN DOMENICO
DEVELOPMENT OFFICE 1500
SAN ANSELMO,
BUTTERFIELD ROAD
CA 94960
NONE
EDUCATION AND
SCHOLARSHIPS
PUBLIC
SAN FRANCISCO WOMEN 'S CENTERS
SAN
3543 18TH STREET, #8
FRANCISCO, CA 94110
NONE
EDUCATION AND
EMPOWERMENT OF WOMEN
PUBLIC
SAN FRANCISCO ZEN CENTER
SAN FRANCISCO,
300 PAGE STREET
CA 94102
NONE
HUMAN RIGHTS ADVOCACY
PUBLIC
SAN JOSE STATE UNIVERSITY
SAN JOSE,
ONE WASHINGTON SQUARE
CA 951920091
NONE
SCHOLARSHIPS FOR LOW
INCOME YOUTH
PUBLIC
SAN PEDRO ELEMENTARY
498 PT SAN PEDRO ROAD
RAFAEL, CA 94901
NONE
EDUCATION AND
EMPOWERMENT OF GIRLS
PUBLIC
NONE
HEALTH AND PROTECTION
OF CHILDREN
PUBLIC
NONE
HELPING WOMEN WITH
CANCER WHO ARE
HOMELESS OR NO HEA
PUBLIC
NONE
EMPOWERMENT TO THE
DISCRIMINATED
PUBLIC
REDWOOD CITY PAL
1301 MAPLE STREET
CA 94063
REDWOOD CITY,
SAFEHOUSE FOR WOMEN LEAVING
PROSTITUTION
SAN FRANCISCO,
559 ELLIS ST
94109
SEVA FOUNDATION
1786 FIFTH STREET
94710
SAN
BERKELY,
SHANTI PROJECT
730 POLK STREET, 3RD FL
FRANCISCO, CA 94109
CA
CA
SAN
SOCIAL JUSTICE CENTER OF MARIN
SAN
1000 SIR FRANCIS DRAKE BLVD
ANSELMO , CA 94960
16070210 793770 ISA2636
1,500.
5,000.
STATEMENT(S) 14
32
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
THE ISABEL ALLENDE FOUNDATION
SPIRIT AWAKENING FOUNDATION
P0 BOX 11643
MARINA DEL REY,
CA
NONE
EMPOWERING FAMILIES
PUBLIC
NONE
HEALTH AND EMPOWERMENT
PUBLIC
2,000.
902957643
ST BONIFACE HAITI FOUNDATION,
INC
400 NORTH MAIN STREET
RANDOLPH,
MA 02368
STREETSIDE STORIES
3130 20TH STREET, STE 311
FRANCISCO, CA 94110
NONE
FOR LITERACY PROGRAMS
SERVING CHILDREN
PUBLIC
2,500.
SAN
SURVIVORS INTERNATIONAL
2727 MARIPOSA ST, STE 100
FRANCISCO, CA 94110
NONE
PROTECTION OF WOMEN
FROM VIOLENCE
PUBLIC
2,500.
SAN
NONE
HEALTH AND EMPOWERMENT
PUBLIC
5,000.
NONE
HEALTH, EDUCATION,
PROTECTION AND
LITERACY FOR WOMEN
PUBLIC
23,500.
NONE
HEALTH, EDUCATION,
PROTECTION AND
LITERACY FOR WOMEN
PUBLIC
30,000.
HANNA PROJECT
C/O MARIN CITY CDC 630 DRAKE AVE
MARIN CITY, CA 94965
NONE
EDUCATION
PUBLIC
HUMAN RACE - VOLUNTEER CENTER OF
SONOMA COUNTY
153 STONY CIRCLE #100
SANTA
ROSA, CA 95401
NONE
HEALTH AND EDUCATION
PUBLIC
500.
TOM STEEL CLINIC
655 REDWOOD HWY, STE 200
VALLEY, CA 94941
NONE
HEALTH
PUBLIC
500.
ART OF YOGA PROJECT
555 BRYANT ST #232
PALO ALTO,
CA 94301
CENTER FOR YOUNG WOMEN'S
DEVELOPMENT
832 FOLSOM STREET STE 700
FRANCISCO, CA 94107
GLOBAL FUND FOR WOMEN
222 SUTTER STREET, STE 500
FRANCISCO, CA 94108
16070210
793770
ISA2636
SAN
SAN
MILL
33
STATEMENT(S) 14
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
91-1748486
THE ISABEL ALLENDE FOUNDATION
3,000.
NONE
EDUCATION AND
EMPOWERMENT OF LOW
INCOME CHILDREN
PUBLIC
NONE
HEALTH AND EDUCATION
FOR LOW INCOME
FAMILIES
FOREIGN
VENETIA VALLEY K -8 SCHOOL
177 N. SAN PEDRO ROAD
SAN
RAFAEL, CA 94903
NONE
EDUCATION AND
EMPOWERMENT OF GIRLS
PUBLIC
WAGES - WOMENS ACTION TO GAIN
ECONOMIC SECURITY
1904 FRANKLIN ST. STE 801
OAKLAND, CA 94612
NONE
PROMOTE THE ECONOMIC
WELL-BEING OF
LOW-INCOME WOMEN
PUBLIC
2,500.
WARM WISHES C/O MARINLINK
5800 THE MALL AT NORTHGATE,
250
SAN RAFAEL, CA 94903
NONE
HUMAN SERVICES FOR LOW
INCOME FAMILIES
PUBLIC
750.
NONE
EMPOWERING FAMILIES
PUBLIC
WOMEN'S FOUNDATION
444 S. FLOWER STREET STE 4650
LOS ANGELES, CA 90071
NONE
EMPOWERMENT AND
EDUCATION OF WOMEN
PUBLIC
WOMEN'S INITIATIVE FOR SELF
EMPLOYMENT
1398 VALENCIA ST
SAN FRANCISCO,
CA 94110
NONE
BUSINESS TRAINING FOR
LOW-INCOME WOMEN
PUBLIC
5,000.
WOMEN'S RECOVERY SERVICES
PO BOX 1356
SANTA ROSA, CA
95402
NONE
EMPOWERMENT OF WOMEN
PUBLIC
21,000.
WORLD PULSE
4223A NE FREEMONT STREET
PORTLAND, OR 97213
NONE
EMPOWERMENT
PUBLIC
TRIPS FOR KIDS
610 4TH STREET
94901
SAN RAFAEL,
UN TECHO PARA MI PAIS
440 SAN JOAQUIN
SANTIAGO,
WISDOM IN ACTION
PO BOX 1004
MILL VALLEY,
94942
16070210
793770 ISA2636
CA
CHILE
STE
CA
10,000.
34
STATEMENT(S) 14
2010. 05050 THE ISABEL ALLENDE FOUNDATI ISA26361
THE ISABEL ALLENDE FOUNDATION
YWCA OF SEATTLE
1118 FIFTH STREET
98101
91-1748486
NONE
EDUCATION AND
EMPOWERMENT OF GIRLS
PUBLIC
NONE
HEALTH AND EDUCATION
PUBLIC
1,000.
AMERICAN FOUNDATION FOR SUICIDE
PREVENTION
120 WALL STREET 29TH FLOOR
NEW
YORK, NY 10005
NONE
HEALTH AND EMPOWERMENT
PUBLIC
250.
CASA HOGAR BENITO JUAREZ
2140 S HWY 3
NORTHFIELD,
55057
NONE
HUMAN SERVICES FOR LOW
INCOME FAMILIES
PUBLIC
1,500.
CORAL - CENTRO OAXAQUENO DE
REHABILITACION DE AUDICION
IGNACIO ZARAGOZA 101
MARGARITA
MAZA DE JUAREZ, OAXACA, MEXICO
NONE
HUMAN SERVICES FOR LOW
INCOME FAMILIES
PUBLIC
1,500.
V-DAY
303 PARK AVE SOUTH, STE 1184
NEW YORK, NY 10010-3657
NONE
HUMAN RIGHTS ADVOCACY
PUBLIC
21,531.
CALIFORNIA WATCH, A PROJECT OF
THE CENTER FOR INVESTIGATIVE
REPORTING - 2130 CENTER ST., STE
103
BERKELY, CA 94704
NONE
EDUCATION
PUBLIC
2,500.
FUNDACION MUER LEVANTATE
AV LIBERTADOR B OHIGGINS 3155
PISO 2
SANTIAGO, ESTACION,
CHILE
NONE
HUMAN RIGHTS ADVOCACY
PUBLIC
2,500.
JESUIT REFUGEE SERVICE
C/O FELIPE BERRIOS SJ BP 2382
BUJUMBURA, BURUNDI
NONE
HUMAN SERVICES FOR LOW
INCOME FAMILIES
PUBLIC
10,000.
NATIONAL WRITING PROJECT
2105 BANCROFT WAY #1042
BERKELY, CA 94720
NONE
EDUCATION
PUBLIC
3,000.
SEATTLE,
WA
ZEN HOSPICE PROJECT
273 PAGE STREET
SAN FRANCISCO,
CA 94102
16070210
793770 ISA2636
MN
35
STATEMENT(S) 14
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
4
. •
0
91-1748486
THE ISABEL ALLENDE FOUNDATION
RIPPLES TO WAVES, PROGRAM ON
SOCIAL ENTREPRENEURSHIP
STANFORD UNIVERSITY, SERRA
STREET
STANFORD, CA 94305
NONE
EMPOWERMENT
PUBLIC
10,000.
THE TEACHER SALARY PROJECT
446 VALENCIA ST
SAN FRANCISCO,
NONE
EDUCATION
PUBLIC
7,069.
NONE
HEALTH AND EMPOWERMENT
PUBLIC
20,000.
NONE
HEALTH AND EMPOWERMENT
PUBLIC
20,000.
NONE
HUMAN SERVICES FOR LOW
INCOME FAMILIES
PUBLIC
900.
CA 94103
CENTER FOR REPRODUCTIVE RIGHTS
NEW
120 WALL STREET 14TH FLOOR
YORK, NY 10005
MISSSEY
470 27TH STREET
94612
OAKLAND,
CA
THE AMOS FUND
PO BOX 67081
LINCOLN, NE 68506
TOTAL TO FORM 990-PF,
16070210
PART XV,
793770 ISA2636
LINE 3A
491,178.
36
STATEMENT(S) 14
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
4
' •
0
OMB No 1 545-0172
4562
Form
Depreciation and Amortization
2010
990-PF
(Including Information on Listed Property)
Department of the Treasury
Internal Revenue Service
^ See separate instructions.
(°°)
^ Attach to your tax return.
Business or activity to which this form relates
Name(s) shown on return
L fG
1.7,1tDG1L
Attachment
Sequence No 67
t LdJJZ"1JG
VZU1
r V VLVL tI .L V1V
77 v -rr
rttVr+
Identifying number
L
Election To Expense Certain Property Under Section 179 Note : If you have any listed property, complete Part V before
Part I
1
2
3
4
Maximum amount (see instructions)
Total cost of section 179 property placed in service (see instructions)
Threshold cost of section 179 property before reduction in limitation
Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0-
5
Dollar limitation for tax year Subtract line 4 from line 1 If zero or less , enter -0- If married film
1
2
3
4
se p aratel y, see instructions
5
(b) Cost ( business use only)
(a) Description of property
6
7 Listed property. Enter the amount from line 29
8 Total elected cost of section 179 property Add amounts in column (c), lines 6 and 7
9 Tentative deduction Enter the smaller of line 5 or line 8
10 Carryover of disallowed deduction from line 13 of your 2009 Form 4562
11 Business income limitation Enter the smaller of business income (not less than zero)
12 Section 179 expense deduction Add lines 9 and 10, but do not enter more than line
13 Carryover of disallowed deduction to 2011 Add lines 9 and 10, less line 12
Note : Do not use Part ll or Part Ill below for listed property Instead, use Part V
Part II
Special Depreciation Allowance and Other Depreciation (Do not include
Part I.
1
7
(c) Elected cost
1
or line 5
11
^ 13
12
listed property)
14 Special depreciation allowance for qualified property (other than listed property) placed in service during
the tax year
15 Property subject to section 168(0(1) election
Part III
MACRS Depreciation ( Do not include listed property) (See instructions)
Section A
2,183.
17 MACRS deductions for assets placed in service in tax years beginning before 2010
Section B - Assets Placed in Service During 2010 Tax Year Usina the General Deoreciatfon System
(a) Classification of property
19a
(b) Month and
year placed
in service
( c) Basis for depreciation
( business/investment use
only - see instructions)
(d) Recovery
(e) Convention
(f) Method
HY
2 0 0 DB
p
( g) De reciation deduction
3 -year prop ert y
5 -year p ro p erty
7 YRS.
7 -year pro perty
d
e
h
i
10
15
20
25
ear
ear
ear
ear
propert y
pro p ert y
propert y
propert y
S/L
MM
S/L
Residential rental property
MM
S/L
MM
S/L
39
y
rs
/
Nonresidential real property
/
MM
S/L
Section C - Assets Placed in Service Durina 2010 Tax Year Using the Alternative Deoreciation System
Class life
12 ear
b
40 ear
c
Fart IV
Summary (See instructions)
/
/
25 y rs.
27 5 rs
27.5 y rs.
/
12 yrs
40 yrs.
20a
21 Listed property Enter amount from line 28
22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21.
Enter here and on the appropriate lines of your return Partnerships and S corporations - see instr
23 For assets shown above and placed in service during the current year, enter the
1221'10
96.
LHA For Paperwork Reduction Act Notice , see separate instructions .
16070210 793770 ISA2636
MM
S/L
S/L
S/L
21
22
3 , 614.
Form 4562 (2010)
37
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361
4it
• •
0
Form 4562 (2010)
Part V
91-17 48486 Page 2
THE ISABEL ALLENDE FOUNDATI ON
Listed Property (Include automobiles , certain other vehicles, certain computers , and property used for entertainment, recreation, or
amusement)
Note : For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a , 24b, columns (a)
through (c) of Section A, all of Section B, and Section C If applicable
Section A - Depreciation and Other Information (Caution : See the instructions for limits for passenger automobiles )
oe^ nn vnn havo avirlonra to eiinnnrt tho hncinaeclnvactmpnt iico rlaimarl9
F__1 yee
F__1 Mn
0&h If "Vne " in thn isn,rlenru wnttan9 n Vow n Mn
(a)
Type of property
(list vehicles first
(b)
Date
placed in
service
(c)
Business/
investment
use percentage
(d )
Cost or
other basis
(e)
(g)
Method/
Convention
M
Recovery
period
Basis for depreciation
(businesslnvestment
use only)
25 Special depreciation allowance for qualified listed property placed in service during the tax year and
used more than 50% in a q ualified business use
26 Property used more than 50% in a qualified business use
(h)
Depreciation
deduction
(I)
Elected
section 179
cost
25
%
27 Property used 50% or less in a qualified business use.
% I
I
I S/L -
I
28
28 Add amounts in column (h), lines 25 through 27 Enter here and on line 21, page 1
29 Add amounts in column (il. line 26 Enter here and on line 7. oaae 1
Section B - Information on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other "more than 5% owner," or related person
If you provided vehicles to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for
those vehicles
30 Total business/investment miles driven during the
year (do not include commuting miles)
31 Total commuting miles driven during the year
(a)
Vehicle
(c)
Vehicle
(b)
Vehicle
(d)
Vehicle
(e)
Vehicle
(f)
Vehicle
32 Total other personal (noncommuting) miles
driven
33 Total miles driven during the year
Add lines 30 through 32
34 Was the vehicle available for personal use
during off-duty hours?
35 Was the vehicle used primarily by a more
than 5% owner or related person?
36 Is another vehicle available for personal
use?
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Section C - Questions for Employers Who Provide Vehicles for Use by Their Employees
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who are not more than 5%
owners or related persons.
37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by your
employees?
38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners
39 Do you treat all use of vehicles by employees as personal use?
40 Do you provide more than five vehicles to your employees, obtain information from your employees about
the use of the vehicles, and retain the information received?
41 Do you meet the requirements concerning qualified automobile demonstration use?
Yes
No
Note : If your answer to 37. 38. 39. 40. or 41 is "Yes. " do not complete Section B for the covered vehicles
Part VI Amortization
(a)
Description of costs
(b)
Dale amortIzatlon
begins
(c)
Amortizable
amount
(d)
Code
section
(e)
Amortization
Denod of percentage
(f)
Amortization
for this year
42 Amortization of costs that begins during your 2010 tax year
SOFTWARE - PHOTOXPEDIT
10125111
1.700.1
43 Amortization of costs that began before your 2010 tax year
44 Total, Add amounts in column (f) See the instructions for where to report
1
36M
472.
43
44
472.
Form 4562 (2010)
018252 12-21-10
38
16070210 793770 ISA2636
2010.05050 THE ISABEL ALLENDE FOUNDATI ISA26361