23
t. ^' Return of Private Foundation OMB No 1545.0052 Form 990 - PF or Section 4947(a)(1) Trust Treated as Private Foundation 20 13 Department of the Treasury Do not enter Social Security numbers on this form as it may be made public. Internal Revenue Service Information about Form 990-PF and its sep arate instructions is at For calendar year 2013 or tax year beginning , and ending Name of foundation A Employer identification number RANDALL A. WOLF FAMILY FOUNDATION X08 Q 1^1 0 94-6719570 Number and street (or P O box number it mail Is not delivered to street address) 41450 BOSCELL ROAD Room/swte B Telephone number 510- 490-6006 City or town, state or province , country, and ZIP or foreign postal code FREMONT , CA 94538 C If exemption application is pending, check here G Check all that apply: L_J Initial return Initial return of a former public charity Final return Amended return Address chan g e Name change D 1. Foreign organizations , check here 2. Foreign organizations meeting the 85% test, check here and attach computation H Check type of organization: Section 501 ( c)(3) exempt private foundation Section 4947( a)(1) nonexempt charitable trust = Other taxable private foundation E It private foundation status was terminated under section 507 (b)(1)(A), check here 1110- I Fair market value of all assets at end of year (from Part ll, col. (c), line 16) $ 15 , 612 , 0 22 . J Accounting method : L_J Cash L_J Accrual ® Other ( specify ) MODIFIED CASH (Part 1, column (d) must be on cash basis.) F If the foundation is in a 60 - month termination under section 507(b)(1)(B), check here Part I Analysis of Revenue and Expenses (The total of amounts in columns ( b), (c), and (d) may not necessarily equal the amounts in column (a)) ( a) Revenue and ex p enses per books (b ) Net investment income (c) Adjusted net income ( d) Disbursements for charitable purposes (cash basis only) 1 Contributions , gifts, grants , etc., received 3,000 , 000 . N/A 2 Check = itihe foundation is not required to attach Sch B 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities 246,684. 246,684. S TATEMENT 1 5a Gross rents b Net rental income or (loss) 4) 6a Net gain or (loss ) from sale of assets not on line 10 1, 592,953. 7 Gross sales price for all 1596 , 342. b assets on line 6a , 7 Capital gain net income (from Part IV , line 2) 1 , 592,953. 8 Net short - term capital gain 9 Income modifications Gross sales less returns 1Oa and allowances b Less Cost of goods sold c Gross profit or (loss) 11 Other income 845. 845. S TATEMENT 2 12 Total . Add lines 1 through 11 4,840 , 482. 1 , 840,482. 13 Compensation of officers , directors, trustees, etc 0. 0. 0 14 Other employee salaries and wages 15 Pe n_plans ,. employee benefits 6a eualfeesv ^ d ;J } STMT 3 ' lccnuI 1ng ffees. 6,900. 0. 0. ^ c Other protesslonafA- es V,0 17 sIntVres?O14 [,r I w 18 Taxes r STMT 4 3,128. 0. 0. ^9a -Bepreclat^loJ `Ind depletion 2W'Occuu anc a 21 Travel , conferences , and meetings 22 Printing and publications I 23 Other expenses STMT 5 26 ,729. 26, 624. 0. a 24 Total operating and administrative expenses . Add lines 13 through 23 36,757. 26,624. 0. 0 25 Contributions , gifts, grants paid 5 81,35 0. 581,350. 26 Total expenses and disbursements. Add lines 24 and 25 618,107 . 26,624. 581,350. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements 4, 222,375. b Net investment income ( if negative , enter -0- ) 1,813,858. c Adjusted net income ( if negative, enter -0-) N/A 5 -- -- .. ^ ---- . ^-'--..__._. ..-"-- --- '--'----°-- ,---nnn n1- ......... lu-lu-la LMU- . 1, uyo^vvrn r...awuvu r. v. ..v..v , v.. ,uo.vvuv ,.v. , -... --- . . t- ,..' 0 1 13210512 138443 4244 2013 . 03030 RANDALL A. WOLF FAMILY FOUN 4244 1 ,a^

Return of Private Foundation 990 Form990s.foundationcenter.org/990pf_pdf_archive/946/...e 1,592,953. 2 If gain, also enter in Part I, line 7 Capital gain net income or (net capital

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  • t.

    • ^' • Return of Private Foundation OMB No 1545.0052Form 990 - PF or Section 4947(a)(1) Trust Treated as Private Foundation

    2013Department of the Treasury ► Do not enter Social Security numbers on this form as it may be made public.Internal Revenue Service ► Information about Form 990-PF and its separate instructions is atFor calendar year 2013 or tax year beginning , and ending

    Name of foundation A Employer identification number

    RANDALL A. WOLF FAMILY FOUNDATION

    X08

    Q

    1^1

    0

    94-6719570Number and street (or P O box number it mail Is not delivered to street address)

    41450 BOSCELL ROADRoom/swte B Telephone number

    510- 490-6006City or town, state or province , country, and ZIP or foreign postal codeFREMONT , CA 94538

    C If exemption application is pending, check here ►

    G Check all that apply: L_J Initial return Initial return of a former public charity

    Final return Amended return

    Address chan g e Name change

    D 1. Foreign organizations , check here

    2. Foreign organizations meeting the 85% test,check here and attach computation

    H Check type of organization: Section 501 ( c)(3) exempt private foundation

    Section 4947( a)(1) nonexempt charitable trust = Other taxable private foundationE It private foundation status was terminated

    under section 507 (b)(1)(A), check here 1110-

    I Fair market value of all assets at end of year

    (from Part ll, col. (c), line 16)

    ► $ 15 , 612 , 0 2 2 .

    J Accounting method : L_J Cash L_J Accrual

    ® Other ( specify ) MODIFIED CASH

    (Part 1, column (d) must be on cash basis.)

    F If the foundation is in a 60 - month terminationunder section 507(b)(1)(B), check here

    Part I Analysis of Revenue and Expenses(The total of amounts in columns ( b), (c), and (d) may notnecessarily equal the amounts in column (a))

    ( a) Revenue andex p enses per books

    (b ) Net investmentincome

    (c) Adjusted netincome

    ( d) Disbursementsfor charitable purposes

    (cash basis only)

    1 Contributions , gifts, grants , etc., received 3,000 , 000 . N/A

    2 Check ►= itihe foundation is not required to attach Sch B3 Interest on savings and temporary

    cash investments

    4 Dividends and interest from securities 246,684. 246,684. STATEMENT 15a Gross rents

    b Net rental income or (loss)

    4)6a Net gain or (loss ) from sale of assets not on line 10 1, 592,953.

    7 Gross sales price for all 1596 , 342.b assets on line 6a ,7 Capital gain net income (from Part IV , line 2) 1 , 592,953.8 Net short-term capital gain

    9 Income modificationsGross sales less returns

    1Oa and allowances

    b Less Cost of goods sold

    c Gross profit or (loss)

    11 Other income 845. 845. STATEMENT 212 Total . Add lines 1 through 11 4,840 , 482. 1 , 840,482.13 Compensation of officers , directors, trustees, etc 0. 0. 0

    14 Other employee salaries and wages

    15 Pe n_plans,.employee benefits

    6a eualfeesv ^

    d ;J } STMT 3' lccnuI 1ng ffees. 6,900. 0. 0.^c Other protesslonafA- es

    V,017 sIntVres?O14 [,r Iw 18 Taxes r STMT 4 3,128. 0. 0.

    ^9a -Bepreclat^loJ `Ind depletion

    2W'Occuu anc

    a 21 Travel , conferences , and meetings

    22 Printing and publications

    I 23 Other expenses STMT 5 26 ,729. 26, 624. 0.

    a

    24 Total operating and administrative

    expenses . Add lines 13 through 23 36,757. 26,624. 0.0 25 Contributions , gifts, grants paid 5 81,35 0. 581,350.

    26 Total expenses and disbursements.

    Add lines 24 and 25 618,107 . 26,624. 581,350.27 Subtract line 26 from line 12:

    a Excess of revenue over expenses and disbursements 4, 222,375.b Net investment income ( if negative , enter -0- ) 1,813,858.c Adjusted net income ( if negative, enter -0-) N/A

    5 -- -- .. ^ ---- .^-'--..__._. ..-"-- --- '--'----°-- ,---nnn n1-

    .........lu-lu-la LMU- . 1, uyo^vvrn r...awuvu r. v. ..v..v , v.. ,uo.vvuv ,.v. , -... --- . . t- ,..'

    0

    113210512 138443 4244 2013 . 03030 RANDALL A. WOLF FAMILY FOUN 4244 1 ,a^

  • Form 990-PF ( 2013 ) RANDALL A. WOLF FAMILY FOUNDATION 94-6719570 Pa g e 2

    rt II Balance Sheets Ached schedules and amounts in the descriptionP

    Beginning of year End of yeara column should be for end-0I - year amounts only (a ) Book Value ( b) Book Value ( c) Fair Market Value

    1 Cash - non-interest - bearing

    2 Savings and temporary cash investments 78,114. 2,087,746. 2,087,746. -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

    7 Other notes and loans receivable ►

    Less: allowance for doubtful accounts ►8 Inventories for sale or use

    9 Prepaid expenses and deterred charges

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

    b Investments - corporate stock STMT 6 1,499,560. 2,121,950. 2,121,950.c Investments - corporate bonds

    11 Investments - land,bwldings , andequipment basis ►

    Less accumulated depreciation ►

    12 Investments - mortgage loans

    13 Investments - other STMT 7 10,363,828. 11,402,326. 11,402,326.14 Land, buildings, and equipment : basis ►

    Less accumulated depreciation ►

    15 Other assets ( describe ►16 Total assets (to be completed by all filers - see the

    instructions . Also, see p a g e 1, item 1 ) 11,941,502. 15,612,022. 15,612,022.17 Accounts payable and accrued expenses

    18 Grants payable 45,500. 33,000.to 19 Deferred revenue

    `= 20 Loans from officers, directors , trustees , and other disqualified persons

    Q 21 Mortgages and other notes payable

    J 22 Other liabilities ( describe ►

    23 Total liabilities (add lines 17 through 22 ) 45,500. 33,000.Foundations that follow SFAS 117 , check here ►and complete lines 24 through 26 and lines 30 and 31.

    24 Unrestricted

    rmo 25 Temporarily restricted

    m 26 Permanently restricted

    Foundations that do not follow SFAS 117, check here ►LL and complete lines 27 through 31.

    y 27 Capital stock , trust principal , or current funds 1,500,000. 1,500,000.y 28 Paid - in or capital surplus, or land , bldg., and equipment fund 0. 0.U)

    29 Retained earnings, accumulated income , endowment , or other funds 10,396,002. 14,079,022.Z 30 Total net assets or fund balances 11,896,002. 15,579,022.

    1 31 Total liabilities and net assetstfund balances 11,941,502. 1 15,612,022.

    Part Ill 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)

    2 Enter amount from Part I, line 27a

    3 Other increases not included in line 2 (itemize) ►4 Add lines 1, 2, and 3

    5 Decreases not included in line 2 (itemize) ► UNREALIZED GAINS ON INVESTMENTS6 Total net assets or fund balances at end of year (line 4 minus line 51- Part II. column N. line 30

    32351110-10-13

    11,896,002.4,222,375.

    0.16,118,377.

    539,355.15,579,022.Form 990-PF (2013)

    213210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Form §90-PF (2013) RANDALL A. WOLF FAMILY FOUNDATION 94-6719570 Page 3Part IV Capital Gains and Losses for Tax on Investment Income

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

    How acquire- Purchase

    D - Donation

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

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

    la

    b SEE ATTACHED STATEMENTCd

    e

    (e) Gross sales price (f) Depreciation allowed(or allowable)

    (g) Cost or other basisplus expense of sale

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

    ab

    cd

    e 1,596,342. 1 1 3,389. 1 ,592,953.Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col. (h) gain minus

    (i) F.M.V. as of 12/31/69(j) Adjusted basisas of 12/31/69

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

    col. (k), but not less than -0-) orLosses (from col. (h))

    ab

    cd

    e 1,592,953.

    2If gain, also enter in Part I, line 7

    Capital gain net income or (net capital loss) If (loss), enter -0- in Part I, line 7 2 1,592,953.

    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 3 N/A

    I rart v I uuauricaiion unuer %-Peciron 4 u(e) Tor rseaucea i ax 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? Yes ® NoIf "Yes," the foundation does not qualify under section 4940 ( e). Do not complete this part.7-Enter the appropriate amount in each column for each year; see the instructions before making any entries.

    ( a )Base period years

    Calendar year (or tax year beginning in)

    (b)Adjusted qualifying distributions (c)Net value of noncharitable-use assets

    Distribution ratio(col. (b) divided by col. (c))

    2012 583,702. 11,726,113. .0497782011 556,700. 11,873,609. .0468852010 329,325. 11,391,105. .0289112009 199,500. 9,882,362. .0201872008 192,950. 5,968,746. .032327

    2 Total of line 1, column (d) 2 .178088

    3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5,

    the foundation has been in existence if less than 5 years

    or by the number of years

    3 . 035618

    4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5 4 12,397,555.

    5 Multiply line 4 by line 3 5 441,576.

    6 Enter 1% of net investment income (1% of Part I, line 27b) _ 6 18 ,139 .

    7 Add lines 5 and 6 7 459,715.

    8 Enter qualifying distributions from Part XII, line 4 8 581 ,350 .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 rateSee the Part VI instructions.

    323521 10 -10-13 Form 990-PF (2013)3

    13210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Form 1990-P F (2013 ) RANDALL A. WOLF FAMILY FOUNDATION 94-6719570 Paae 4PartVI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e) , or 4948 - see instructions)la Exempt operating foundations described in section 4940(d)(2), check here ► and enter "N/A" on line 1.

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

    b Domestic foundations that meet the section 4940(e) requirements in Part V, check here ► OX and enter 1% 1 18,139.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-) 2 0.3 Add lines 1 and 2 3 18,139.4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0.

    5 Tax based on investment income . Subtract line 4 from line 3. If zero or less, enter -0- 5 18,139.6 Credits/Payments:

    a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 4,480.

    b Exempt foreign organizations - tax withheld at source 6b

    c Tax paid with application for extension of time to file (Form 8868) 6c

    d Backup withholding erroneously withheld 6d

    7 Total credits and payments. Add lines 6a through 6d 7 4,480.

    8 Enter any penalty for underpayment of estimated tax. Check here 0 If Form 2220 is attached 8 3.9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed ► 9 13,662.

    10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ► 1011 Enter the amount of line 10 to be: Credited to 2014 estimated tax ► Refunded► 11Part VII-A Statements Regarding Activitiesla During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yes No

    any political campaign? 18 X

    b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for the definition)? lb X

    If the answer is "Yes" to la 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 1 120-POL for this year? 1c X

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

    (1) On the foundation. ► $ 0. (2) On foundation managers. ► $ 0.e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation

    managers. ► $ 0.2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 X

    If "Yes," attach a detailed description of the activities

    3 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 3 X

    4a Did the foundation have unrelated business gross income of $1,000 or more during the year? 4a X

    b If "Yes," has it filed a tax return on Form 990-Tfor this year? N/A 4b5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X

    If "Yes, " attach the statement required by General Instruction T

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

    • 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 lawremain in the governing instrument? 6 X

    7 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes, " complete Part 11, col. (c), and Part XV 7 X

    8a Enter the states to which the foundation reports or with which it is registered (see instructions) ►CA

    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 8b X

    9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(l)(5) for calendar

    year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)' If "Yes, " complete Part XIV 9 X10 D id any persons become substantial contributors during the tax year? if "Yes," attach a schedule listing their names and addresses 10 X

    Form 990-PF (2013)

    32353110-10-13

    413210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Form §90-PF ( 2013 ) RANDALL A. WOLF FAMILY FOUNDATION 94-6719570 Pa g EPart VII-A Statements Regarding Activities (continued)11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of

    section 512(b)(13)? If "Yes," attach schedule (see instructions) 11 X

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

    If "Yes," attach statement (see instructions) 12 X

    13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 X

    Website address ► N/A14 The books are in care of ► RANDALL A. WOLF Telephone no. ► 510 - 4 9 0 - 6 0 0 6

    Located at ► 414 5 0 BOSCELL ROAD, FREMONT, CA ZIP+4 4 5 3 815 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 ► 15 N/A16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over a bank, Yes No

    securities, or other financial account in a foreign country? 16 X

    See the instructions for exceptions and filing requirements for Form TD F 90-22 .1. If "Yes," enter the name of the foreign

    country ►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. Yes Nola During the year did the foundation (either directly or indirectly):

    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? Yes ® No

    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

    a disqualified person? Yes ® No

    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? 0 Yes ® No(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes ® No

    (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)? fl Yes 0% No

    (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.) 0 Yes OX No

    b If any answer is "Yes" to la(1)-(6), did any of the acts fail to quality under the exceptions described in Regulations

    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? N/A lbOrganizations relying on a current notice regarding disaster assistance check here ►0

    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

    before the first day of the tax year beginning in 2013? 1c X

    2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation

    defined in section 4942(1)(3) or 4942(1)(5)):

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

    before 2013? 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 2b

    c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

    3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any timeduring the year? 0 Yes ® No

    b If "Yes,' did it have excess business holdings in 2013 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 disposeof 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 2013.) N/A

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

    b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose thathad not been removed from je opardy b efo re the first day of the tax year beginning in 2013?

    32354110-10-13

    3b

    4a X

    4b I I XForm 990-PF (2013)

    513210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Form 990-PF 2013 RANDALL A. WOLF FAMILY FOUNDATION 94-6719570 Page 6Part VII -B Statements Regarding Activities for Which Form 4720 May Be Required (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))? Yes ® No

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

    any voter registration drives _ O Yes ® No

    (3) Provide a grant to an individual for travel , study, or other similar purposes? Yes ® No

    (4) Provide a grant to an organization other than a charitable , etc., organization described in section

    509(a )(1), (2), or (3), or section 4940(d)(2)? L1 Yes ®No

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

    the prevention of cruelty to children or animals? Yes ® No

    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 )? N/A 5b

    Organizations relying on a current notice regarding disaster assistance check here ►0c If the answer is 'Yes' to question 5a(4), does the foundation claim exemption from the tax because it maintained

    expenditure responsibility for the grants N/A Yes 0 No

    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? Yes ® No

    b Did the foundation , during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b X

    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 ? Yes ® No

    b If 'Yes ,' did the foundation receive any proceeds or have any net income attributable to the transaction? N/A 7bPart VIII Information About Officers, Directors , Trustees , Foundation Managers , Highly

    Paid Employees , and Contractors1 List all officers , directors , trustees , foundation managers and their compensation.

    (a) Name and address hbu^sTitle,

    weekdeo edto ositionp

    (c)(If not paidtion

    enter -0-) ')

    emplo yee t ene

    ,

    e Dlansatioand defe rred

    compensauan

    a(e)Exother

    allowancesRANDALL A. WOLF DIRECTOR41450 BOSCELL ROADFREMONT, CA 94538 1.00 0. 0. 0.ANNETTA CALHOUNS ECRETARY41450 BOSCELL ROADFREMONT, CA 94538 2.00 0. 0. 0.CHRISTOPHER WOLF TREASURER41450 BOSCELL ROADFREMONT, CA 94538 2.00 0. 0. 0.

    2 Compensation of five highest-paid employees (other than those included on line 1 ). If none, enter "NONE."

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

    hours per weekdevoted to position

    (c) Compensationcontrlbubonsto

    emp loyeedenefit

    plans

    com p ensation

    (e) Ex enseaccount, otherallowances

    NONE

    Total number of other employees paid over $50,000 ► 0Form 990-PF (2013)

    32355110-10-13

    01220513 138443 42446

    2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Form 990-PF ( 2013 ) RANDALL A. WOLF FAMILY FOUNDATION 94-6719570 Pa g e 7Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly

    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 (b) Type of service (c) Compensation

    Total number of others receiving over $50,000 for p rofessional servicesPart IX-A Summary of ct Charita bl e Activities

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

    NONE

    11111.

    Expenses

    0.2

    3

    4

    Part IX-B Summa of Program- Related InvestmentsDescribe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount

    f N/A

    2

    All other program-related investments . See instructions.

    3

    Ill.

    Form 990-PF (2013)

    32356110-10-13

    7

    13210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Form 990-PF 2013 RANDALL A. WOLF FAMILY FOUNDATION 94-6719 570 Page 8Part X

    Minimum Investment Return (AII domestic foundations must complete this part . Foreign foundations, see instructions.)

    1 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 la 12,393,206.b Average of monthly cash balances 1b 193,144.c Fair market value of all other assets 1c

    d Total (add lines la, b, and c) 1d 12, 5 8 6 , 3 5 0 .e Reduction claimed for blockage or other factors reported on lines la and

    1c (attach detailed explanation) le 0.

    2 Acquisition indebtedness applicable to line 1 assets 2 0 .

    3 Subtract line 2 from line 1 d 3 12,586,350 .4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 188 ,795 .5 Net value of noncharitable - use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 5 12, 3 9 7 , 5 5 5 .6 Minimum investment return . Enter 5% of line 5 6 619 , 8 7 8 .

    i ran Al i ,ustriDutaole Amount (see instructions) (Section 4942(j)(3) and (I)(5) private operating foundations and certainforeign organizations check here ► 0 and do not complete this part)

    1 Minimum investment return from Part X, line 6 1 619 ,878.2a Tax on investment income for 2013 from Part VI, line 5 2a 18 ,139 .b Income tax for 2013. (This does not include the tax from Part VI.) 2b

    c Add lines 2a and 2b 2c 18 , 13 9 .3 Distributable amount before adjustments. Subtract line 2c from line 1 3 601,739 .4 Recoveries of amounts treated as qualifying distributions 4 0 .

    5 Add lines 3 and 4 5 601,739 .6 Deduction from distributable amount ( see instructions) 6 0 .

    7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 7 601 ,739 .Part II

    Qualif Distributionsin t ty g (see ins ruc ions)

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

    a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 1a 581,350.b Program-related investments - total from Part IX-B lb 0.

    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 4 581 ,350 .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 18 ,139 .6 Adjusted qualifying distributions . Subtract line 5 from line 4 6 563,211.

    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 section4940(e) reduction of tax in those years.

    Form 990-PF (2013)

    32357110-10-13

    13210512 138443 42448

    2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Forni 990-PF (2013) RANDALL A. WOLF FAMILY FOUNDATION 94-6719570 Page 9

    Part XIII Undistributed Income (see instructions)

    1 Distributable amount for 2013 from Part XI,

    line 7

    2 Undistributed income, if any, as of the end of 2013

    a Enter amount for 2012 only

    b Total for prior years:

    3 Excess distributions carryover, if any, to 2013:

    a From 2008

    b From 2009

    c From 2010

    dFrom 2011

    eFrom 2012

    f Total of lines 3a through e

    4 Qualifying distributions for 2013 from

    Part Xll,line 4: 581, 350.

    a Applied to 2012, but not more than line 2a

    bApplied to undistributed income of prior

    years (Election required - see instructions)

    c Treated as distributions out of corpus

    (Election required - see instructions)

    dApplled to 2013 distributable amount

    e Remaining amount distributed out of corpus

    5 Excess distributions carryover applied to 2013(if an amount appears in column (d), the same amount

    must be shown in column (a) )

    6 Enter the net total of each column asindicated below:

    a Corpus Add fines 3t, 4c , and 4e Subtract line 5

    b Prior years' undistributed income. Subtract

    line 4b from line 2b

    c Enter the amount of prior years'undistributed income for which a notice ofdeficiency has been issued, or on whichthe section 4942(a) tax has been previouslyassessed

    d Subtract line 6c from line 6b. Taxable

    amount - see instructions

    e Undistributed income for 2012. Subtract line

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

    f Undistributed income for 2013. Subtract

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

    be distributed in 2014

    7 Amounts treated as distributions out of

    corpus to satisfy requirements imposed by

    section 170(b)(1)(F) or 4942(g)(3)

    8 Excess distributions carryover from 2008

    not applied on line 5 or line 7

    9 Excess distributions carryover to 2014.

    Subtract lines 7 and 8 from line 6a

    10 Analysis of line 9:

    a Excess from 2009

    b Excess from 2010

    c Excess from 2011

    d Excess from 2012

    e Excess from 2013

    32358110-10-13

    13210512 138443 4244

    (a)Corpus

    (b)Years prior to 2012

    (c)2012

    (d)2013

    601,739.

    580,114.

    0.

    0.

    580,114.

    0.

    0.1,236.

    0.0. 0.

    0.

    0.

    0.

    0.

    0.

    600,503.

    0.

    0.

    0.

    Form 990-PF (2013)

    92013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Forni 990-PF (2013) RANDALL A. WOLF FAMILY FOUNDATIONOrls (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 2013, enter the date of the ruling Po. L

    b Check box to indicate whether the foundation is a private operating foundation described in section

    2 a Enter the lesser of the adjusted net Tax year Prior 3 years

    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 2cComplete 3a, b, or c for thealternative test relied upon:

    a "Assets" alternative test - enter:(1) Value of all assets

    (2) Value of assets qualifyingunder section 4942(j)(3)(B)(i)

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

    c "Support' alternative test - enter:

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

    (2) Support from general publicand 5 or more exemptorganizations as provided insection 4942(j)(3)(B)(ni)

    (3) Largest amount of support from

    an exempt organization

    94-6719570 Page 10

    N/A

    142(j)(3) or L_J 4942(j)(5)

    (d) 2010 ( e) Total

    4 Gross investment income

    Part XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assetsat any time during the year-see instructions.)

    1 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 taxyear (but only if they have contributed more than $5,000). (See section 507(d)(2).)

    RANDALL A. WOLF

    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 orother 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. Ifthe 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 or e-mail address of the person to whom applications should be addressed:

    RANDALL A. WOLF, 41450 BOSCELL ROAD, FREMONT, CA 94538

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

    NO SPECIFIC FORM REQUIRED

    c Any submission deadlines:NONE

    d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:NONE

    323601 10 -10-13 Form 990-PF (2013)10

    13210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Form 990 -PF 2013 RANDALL A. WOLF FAMILY FOUNDATION 94-6719570 Page 11Part XV Supplementary Information (continued)3 Grants and Contributions Paid During the Year or Approved for Future Pa ment

    Recipient If recipient is an individual,show any relationship to Foundation Purpose of grant or

    Name and address (home or business) any foundation manageror substantial contributor

    status ofrecipient

    contribution Amount

    a Paid during the year

    SEE ATTACHED ONE SECTION

    01(C)(3) 581 350.

    Total ► 3a 581 350,

    b Approved for future payment

    NONE

    Total ► 3b 0.

    323611Form 990-PF (2013)

    10-10-13

    11

    13210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Form 990 -PF (2013) RANDALL A. WOLF FAMILY FOUNDATION 94-6719570 Page 12

    Part XVI -A Analysis of Income-Producing Activities

    Enter gross amounts unless otherwise indicated . unrelate a ousiness Income Exclu ded by section 512 , 513, or 514 (e)

    1 Program service revenue.

    (a)Businesscode

    (b)Amount

    ExCC _

    code

    (d)Amount

    Related or exemptfunction income

    a

    b

    cd

    et

    g Fees and contracts from government agencies

    2 Membership dues and assessments

    3 Interest on savings and temporary cash

    investments

    4 Dividends and interest from securities 14 246,684.5 Net rental income or (loss ) from real estate:

    a Debt -financed property

    b Not debt -financed property

    6 Net rental income or (loss ) from personal

    property

    7 Other investment income 14 845.8 Gain or (loss ) from sales of assets other

    than inventory 18 1,592,953.9 Net income or (loss ) from special events

    10 Gross profit or ( loss) from sales of inventory

    11 Other revenue:

    a

    b

    cd

    e12 Subtotal . Add columns ( b), (d), and ( e) 0. 1,840 , 482. 0.

    13 Total . Add line 12, columns ( b), (d), and (e) 13 1,840,482.(See worksheet in line 13 instructions to verify calculations.)

    Part XVI -B Relationship of Activities to the Accomplishment of Exempt Purposes

    1213210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Form 990-PF (2013) RANDALL A. WOLF FAMILY FOUNDATION 94-6719570 Pa g e 13Part XVII Information Regarding Transfers To and Transactions and Relationships With Noncharitable

    Exempt Organizations

    1 Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of Yes No

    the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organlzatlons7

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

    (1) Cash 1a(1) X(2) Other assets 1a(2) X

    b Other transactions:

    (1) Sales of assets to a noncharltable exempt organization lb(1) X

    (2) Purchases of assets from a noncharitable exempt organization lb(2) X

    (3) Rental of facilities, equipment, or other assets 1b(3) X

    (4) Reimbursement arrangements 1b(4) X

    (5) Loans or loan guarantees lb(5) X

    (6) Performance of services or membership or fundraising solicitations lb(6) X

    c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c X

    d 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 go ods, other assets,

    or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangem ent, show in

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

    (a) Name of organization (b) Type of organization (c) Description of relationship

    N/A

    Under penalties of perjury , I declare that I have examined this return , including accompanying schedules and statements, and to the best of my knowledgeand belie[, i true, correct , and complet Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge

    May a iscepa is

    Sign return with the preparerHere

    Sign ure of officer or truste D

    Print/Type preparer' s name Preparer ' s signature

    Paid GLEN A. THOMAS, CP

    13210512

    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 5272 Yes ® No

    b If "Yes,' complete the following schedule.

  • Schedule B(Form 990, 990-EZ,or 990-PF)Department of the Treasury

    Internal Revenue Service

    Schedule of Contributors► Attach to Form 990, Form 990 - EZ, or Form 990-PF.

    ► Information about Schedule B (Form 990, 990-EZ, or 990-PF) andits instructions is at www,rnnv/form9A0

    Name of the organization

    RANDALL A. WOLF FAMILY FOUNDATION

    OMB No 1545-0047

    2013Employer identification number

    94-6719570Organization type(check one)

    Filers of: Section:

    Form 990 or 990-EZ 0 501(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

    0 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 () Form 990 , Part VIII , line 1 h , or (ii) Form 990- EZ, line 1 . Complete Parts I and II.

    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,

    total 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 Ill.

    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 , chantable , etc., purposes, but these contributions did not total 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 . $

    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 its Form 990-PF, Part I, line 2, 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. Schedule B (Form 990 , 990-EZ, or 990-PF ) ( 2013)

    32345110-24-13

  • Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page 2

    Name of organization Employer identification number

    RANDALL A. WOLF FAMILY FOUNDATION 94-6719570

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

    (a)

    No.

    (b)

    Name , address, and ZIP + 4

    (c)

    Total contributions

    (d)

    Type of contribution

    1 RANDALL A WOLF Person 1XI

    5000 LONE TREE ROAD $ 3 ,000,000.Payroll 0

    Noncash 1XI

    HOLL I STER , CA 9 5 0 2 3(Complete Part II fornoncash contributions.)

    (a)

    No.

    (b)

    Name , address , and ZIP + 4

    (c)

    Total contributions

    (d)

    Type of contribution

    Person 0

    $

    Payroll F 1

    Noncash El

    (Complete Part II for

    noncash contributions.)

    (a)

    No.

    (b)

    Name , address, and ZIP + 4

    (c)

    Total contributions

    (d)

    Type of contribution

    Person

    $

    Payroll 0

    Noncash

    (Complete Part II fornoncash contributions)

    (a)

    No.

    (b)

    Name , address, and ZIP + 4

    (c)

    Total contributions

    (d)

    Type of contribution

    Person 0

    $

    Payroll 0

    Noncash

    (Complete Part II fornoncash contributions.)

    (a)

    No.

    (b)

    Name , address, and ZIP + 4

    (c)

    Total contributions

    (d)

    Type of contribution

    Person

    $

    Payroll

    Noncash

    (Complete Part II fornoncash contributions.)

    (a)

    No.

    (b)

    Name, address, and ZIP + 4

    (c)

    Total contributions

    (d)

    Type of contribution

    Person

    $

    Payroll 0

    Noncash 0

    (Complete Part II for

    noncash contributions.)

    323452 10-24-13 Schedule B (Form 990. 990 - EZ. or 990-PFI (20131

    1613210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • Schedule B (Form 990, 990-EZ, or 990•PF) (2013) Page 3Name of organization Employer identification number

    RANDALL A. WOLF FAMILY FOUNDATION 94-671957 0

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

    (a)

    No.

    from

    Part I

    (b)Description of noncash property given

    (C)FMV (or estimate)

    (see instructions)

    (d)Date received

    MARKETABLE SECURITIES IN VARIOUS1 PUBLICLY TRADED ENTITIES

    $ 2,990,000. 12/11/13

    (a)

    No.

    from

    Part I

    (b)Description of noncash property given

    (C)

    FMV (or estimate)

    (see instructions)

    (d)Date received

    (a)No.

    from

    Part I

    (b)Description of noncash property given

    (c)

    FMV (or estimate)(see instructions )

    (d)Date received

    (a)

    from

    Part IDescription of noncash property given

    (c)

    FMV (or estimate )

    (see instructions)Date received

    (a)No.

    from

    Part I

    (b)Description of noncash property given

    (C)FMV (or estimate)

    (see instructions)

    (d)Date received

    (a)

    No.

    from

    Part I

    (b)Description of noncash property given

    (c)

    FMV (or estimate)

    (see instructions)

    (d)Date received

    324S ,n_„_, ^ Schedule B (Form 990. 990-EZ . or 990 -PF) (20131

    1713210512 138443 4244 2013.03030 RANDALL A . WOLF FAMILY FOUN 4244 1

  • ScKedule B (Form 990, 990-EZ, or 990-PF) (2013) Page 4

    Name of organization Employer identification number

    RANDALL A. WOLF FAMILY FOUNDATION 94-6719570

    PaFf III Exclu ivel rel igious , c h ari ta bl e, e tc., in d ivi d ua l con t ri b u t ions to sec tion c (5) , or organiza tions th a t to t a l more th an or th eyear . Complete columns (a)through (e) and the following line entry. For organizations completing Part III, enterthe total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once) 0' $1 Ica A inih-' t -r ni of D.rt III if arbid ,nr' i -ra is marl ail

    (a) No.fromPart I

    (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 Relationship of transferor to transferee

    (a) No.fromPart I

    (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 Relationship of transferor to transferee

    (a) No.fromPart I

    (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 Relationship of transferor to transferee

    (a) No.fromPart I

    (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 Relationship of transferor to transferee

    323454 10 -24-13

    1

    Schedule B (Form 990 , 990-EZ, or 990-PF) (2013)

    8

    13210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • RANDALL A. WOLF FAMILY FOUNDATION 94-6719570

    FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 1

    SOURCE

    MORGAN STANLEYSMITH BARNEYPOWERSHARES DBCOMMODITY INDEXTRACKING FUND

    TO PART I, LINE 4

    GROSSAMOUNT

    CAPITAL

    GAINSDIVIDENDS

    294,867 . 48,255. 246,612.

    72. 0. 72.

    294,939. 48 , 255. 246,684.

    FORM 990-PF OTHER INCOME STATEMENT 2

    (A) (B) (C)REVENUE NET INVEST- ADJUSTED

    DESCRIPTION PER BOOKS MENT INCOME NET INCOME

    REBATE PAYMENTS

    TOTAL TO FORM 990-PF , PART I, LINE 11

    845. 845.

    246,612.

    72.

    246,684.

    845. 845.

    FORM 990-PF ACCOUNTING FEES STATEMENT 3

    (A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED CHARITABLE

    DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES

    ACCOUNTING FEES

    TO FORM 990-PF, PG 1, LN 16B

    6,900.

    6,900.

    (A) (B) (C)REVENUE NET INVEST- ADJUSTEDPER BOOKS MENT INCOME NET INCOME

    0.

    0.

    0.

    0.

    22 STATEMENT(S) 1, 2, 313210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • RANDALL A. WOLF FAMILY FOUNDATION 94-6719570

    FORM 990-PF TAXES STATEMENT 4

    (A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED CHARITABLE

    DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES

    FEDERAL TAX PAID 3,128. 0. 0.

    TO FORM 990-PF, PG 1, LN 18 3,128. 0. 0.

    FORM 990-PF OTHER EXPENSES STATEMENT 5

    (A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED CHARITABLE

    DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES

    ATTORNEY GENERAL FEES 75. 0. 0.SECRETARY OF STATE FEES 30. 0. 0.INVESTMENT FEES 26,624. 26,624. 0.

    TO FORM 990-PF, PG 1, LN 23 26,729. 26,624. 0.

    FORM 990-PF CORPORATE STOCK

    DESCRIPTION

    CORPORATE STOCK AND OPTIONS

    TOTAL TO FORM 990-PF, PART II, LINE 10B

    STATEMENT 6

    FAIR MARKETVALUE

    2,121,950.

    2,121,950. 2,121,950.

    FORM 990-PF OTHER INVESTMENTS STATEMENT 7

    DESCRIPTIONVALUATION FAIR MARKETMETHOD BOOK VALUE VALUE

    MUTUAL FUNDS FMV

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

    BOOK VALUE

    2,121,950.

    11,402,326. 11,402,326.

    11,402,326. 11,402,326.

    23 STATEMENT(S) 4, 5, 6, 713210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

  • The Randall A. Wolf Family Foundation 2013 Donations

    American Cancer Society FEIN 13-1788491Relay for LifeNational Office250 Williams St. NWAtlanta, GA 30303 $ 350.00Donation to two Relay for Life fundraising runs

    Amigos De Las Americas FEIN 74-1547146International Office5618 Star LaneHouston, TX 77057 $ 500.00Donation to group sending volunteers into impoverished areas of Latin America

    Bellarmine College Preparatory FEIN 94-1160938850 Elm StreetSan Jose, CA 95126 $ 25,000.00Donation to general programs of the school

    Child Advocates FEIN 77-0250873509 Valley WayMilpitas, CA 95035 $ 25,000 00Donation to group providing legal advocacy, other su pport to abused and disadvantage children

    CHP 11-99 Foundation FEIN 95-6530838(California Highway Patrol)P. O Box 3583Saratoga, CA 95080 $ 25,500.00Donation for support of welfare of California Highway Patrol employees and their families

    Community Food Bank of San Benito County FEIN 77-03068711133 San Filipe RoadHollister, CA 95023 $ 50,000.00Donation to fund for programs providing food to people in need

    Community Foundation forSan Benito County FEIN 77-0312582829 San Benito Street, Suite 200Hollister, CA 95023 $225,000.00Donation to fund which makes grants to various community charitable organizations

    Eastside College Preparatory School FEIN 94-31878062101 Pulgas AvenueEast Palo Alto, CA 94303 $ 50,000.00Donation to Private school dedicated to improving education of children in impoverished area

    EHC LifeBuilders FEIN 94-2684272507 Valley WayMilpitas, CA 95035 $ 1,500.00Donation to group providing shelter and food to homeless in area

    Emmaus House FEIN 77-0407292829 San Benito Street, Ste 300Hollister CA 95023 $ 10,000.00Donation to group providing a safe house and services for battered women and their children

  • Foundation Fighting Blindness FEIN 23-71358452800 28th St., Suite 310Santa Monica, CA 90405 $ 5,000.00Donation to organization seeking cure for eye diseases

    Futures Explored FEIN 94-15671613547 Wilkinson LaneLafayette, CA 94549 $ 1,000.00Donation to Huckleberry-To-Go program providing job training to adults with developmental disabilities

    Guide Dogs for the Blind FEIN 94-1196195350 Los Ranchitos RoadSan Rafael, CA 94915-1200 $ 1,500.00Donation to group providing service dogs and training for the visually impared.

    JDRF (Juvenile Diabetes Research Fund) FEIN 23-1907729Greater Bay Area Chapter49 Stevenson Street, Suite 1200San Francisco, CA 94105-2974 $ 1,000.00Donation to 2013 Walk to Cure Diabetes.

    Kinship Center - Gabilan Chapter FEIN 94-2971761124 River RoadSalinas, CA 93908 $ 15,000.00Donation to group that provides adoption services as well as care for abused and neglected children

    League of Volunteers (LOV) FEIN 94-26383298440 Central Avenue, Suites A&BNewark, CA 94560 $ 2,000.00Donation for debt reduction and for Thanksgiving food program for agency serving the needs of childrenand seniors in local area

    Leukemia & Lymphoma Society FEIN 13-56449162013 Fundraising Campaign2143 Hurley Way, Suite 110Sacramento, CA 95825 $ 2,500.00Donation to support blood cancer research

    Loved Twice FEIN 94-34414344123 Broadway, Suite 815Oakland, CA 94611 $ 1,000.00Donation to organization providing new and gently used baby clothes to women in need.

    Lucile Packard Foundation for Children ' s Health FEIN 77-0440090400 Hamilton AvenuePalo Alto, CA 94301 $25,00000Donation In support of programs for pediatric research, family and community services for children andfamilies cared for at Lucile Packard Children's Hospital

    Mended Little Hearts of Silicon Valley FEIN 45-488354526 Appletree LaneAlamo, CA 94507 $ 1,000.00Donation to help families and caregivers of children with heart defects and heart disease

    My New Red Shoes FEIN 20-4683289330 Twin Dolphin Drive, Suite 135Redwood City, CA 94065 $ 1,500.00Donation to group providing new shoes and clothing to disadvantaged children

  • Notable Music and Arts Organization FEIN 45-51469025655 Silver Creek Valley Road, #226San Jose, CA 95138 $ 2,500.00Donation to group supporting music and the arts in local schools

    Patriot PAWS Service Dogs FEIN 04-3815107254 Ranch TrailRockwall, TX 75032 $ 2,500.00Donation to group which trains and provides service dogs to injured veterans

    Reading Partners FEIN 77-0568469106 Linden Street, Suite 202Oakland, CA 94608 $ 1,500.00Donation to reading tutoring program in low income school areas

    SAVE FEIN 94-2520559Safe Alternatives to Violent Environments1900 Mowry Street, Suite 204Fremont, CA 94538 $ 5,000.00Donation to community group providing shelter and other services to victims of domestic violence

    Shepherd's Gate FEIN 94-29028031660 Portola AvenueLivermore, CA 94551 $ 1,000.00Group providing shelter and services for victims of domestic violence

    Smile Train FEIN 13-366141641 Madison Avenue, 28`h floorNew York, NY 10010 $ 12,500.00Donation to fund support for surgeries for children with cleft lip and palate

    South County Youth Shoot FEIN 26-18803183680 Justine DriveSan Jose, Ca 95124-3128 $ 500.00Group promoting youth recreational activities

    Special Olympics Northern California , FEIN 68-0363121Law Enforcement Torch Run3480 Buskirk, #340Pleasant Hill, CA 94523 $ 5,000.00Donation to sponsor Law Enforcement Torch Run, which raises money for Special Olympics

    Stanford Stroke Center FEIN 94-1156365701 Welsh Road, Building B, Suite 325Palo Alto, CA 94304-5749 $ 5,000 00Donation to Stanford School of Medicine for stroke prevention research

    The Parkinson 's Institute and Clinical Center FEIN 94-3061594675 Almanor AvenueSunnyvale, CA 94085 $70,000.00Donation to organization assisting persons with Parkinson 's disease to manage their disease, improvetheir quality of life, and impact research

    Tri-City Volunteers FEIN 94-221768137350 Joseph StreetFremont, CA 94536 $ 1,500.00Donation to organization providing food and other resources to the disadvantaged.

    University of Miami FEIN 59-0624458P. O. Box 025388Miami FL 33102-98111 $ 5,000.00Donation to Dino Ghilotti Motta "Canes Care for Canes"memorial scholarship rund.

  • CONTINUATION FOR 990-PF, PART IVRANDALL A. WOLF FAMILY FOUNDATION 94-6719570 PAGE 1 OF 1

    art IV I Capital Gains and Losses for Tax on Investment Income

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

    How acquire dPurchase

    D - Donation

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

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

    laMORGAN STANLEY AC 164-13 9540-630 P VARIOUS ARIOUSb MORGAN STANLEY AC 164-139540-630 P VARIOUS VARIOUScMORGAN STANLEY AC 164-115727-6 30 P VARIOUS VARIOUSdPOWERSHARES DB COMMODITY K-1 P VARIOUS VARIOUSePOWERSHARES DB COMMODITY K-1 P VARIOUS VARIOUSf CAPITAL GAINS DIVIDENDS

    9h

    k

    I

    mn

    0

    (e) Gross sales price (f) Depreciation allowed

    (or allowable )( g) Cost or other basisplus expense of sale

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

    a 1,845. -1,845.b 1,504,501. 1,504,501.c 43,586. 43,586.d 62. -62.e 1,482. -1,482.f 48,255. 48,255.9h

    1k

    mn

    0Complete only for assets showing gain in column ( h) and owned by the foundation on 12/31 /69 (I) Losses (from col. (h))

    (i) F.M.V. as of 12/31/69( j) Adjusted basisas of 12/31/69

    (k) Excess of col. (i)over col . ( 1), if any

    Gains ( excess of col. (h) gain over col. (k),but not less than "-02)

    a -1,845.b 1,504,501.c 43,586.d -62.e -1,482.If 48,255.9h

    1k

    mn0

    2 Ca ital am net income or net ca ital lossIf ain, also enter in Part I, line 7

    p g ( p ) -If(loss ), enter "-0- in Part I , line 7 } 2 1,592,953.

    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). JIf (loss), enter "-0-" in Part I, line 8

    p

    3 N/A

    32359105-01-13

    1413210512 138443 4244 2013.03030 RANDALL A. WOLF FAMILY FOUN 4244 1

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