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I.

aan
Department of the Treasury

OMB No 1545 0047

Return of Organization Exempt From Income Tax


Under section 501 (c), 527, or 4947(aXl) of the Internal Revenue Code
(except black lung benefit trust or private foundation)

2008
Open to Public Inspection
Employer Identification Number

Internal Revenue Service


B Check if applicable

^ The organization may have to use a copy of this return to satisfy state reporting requirements , 2008 , and endin g
D

For the 2008 calendar year, or tax year beg innin g


Address change Name change Initial return Termination

IRSlaele Threshold Foundation or print PO Box 29903 ortype See San Francisco, CA 94129-0903 specific
Inslructions.

13-3028214
E Telephone number

(415)

561-6400
2,858 Yes

El Amended return
M Application
I
pending F Name and address of principal officer

G Gross receipts $

,004.
X No No

Michele Grennon
4947(a)(1) or
Other

H(a) Is this a group return for affiliates? H(b) Are all affiliates included' If'No,'attach a list (see instructions)

Same As
Tax-exem p t status X 501(c

Above

H Yes

( 3

)Trust

(insert no)

527
H(c) Group exemption number ^ L Year of Formation 1982 M State of legal domicile NY

J
K

Website : ^

www.thresholdfoundation.or g
r1 X

Type of organization

F-I

n Association

Briefly describe the organization's mission or most significant activities' Threshold is a r0 ressive foundation and a_community of_indiv_id>,uals united throuch_wealti,_who_mobilize mon _people __ and p uer_tQeteate. moxs _j_ust,_ jayIul. and -suataiaable -wQr. L ------------------------ I^f^ - --------Check this box ^ I I If the organization discontinued its operations or disposed of more than 25% of its assets.
Number of voting members of the governing body (Part VI, line la) Number of independent voting members of the governing body (Part VI, line 1 b) Total number of employees (Part V, line 2a) Total number of volunteers (estimate if necessary) Total gross unrelated business revenue from Part VIII, line 12, column (C) Net unrelated business taxable income from Form 990-T, line 34 Prior Year 3 4 5 6 7a 7b 10 10 0 0 -2, 206. -2, 206. Current Year

d 0
V W

2
3 4 5 6 7a b

7
> C Li C

8 9
10 11

Contributions and grants (Part VIII, line lh) Program service revenue (Part VIII, line 2g)
Investment Income (Part VIII, column (A), lines 3, 4, and 7d) Other revenue (Part VIII, column (A) Ilnes n?l 1 )

2, 476, 062. 131, 565.


138 , 558. 17 , 163.

1, 911, 571. 144, 645.


-38 787. 13 , 534.

12
13 14 15

Total revenue - add lines 8 through 1 mu t

olum (A), line 12)

2, 846, 113.
1, 671, 028.

2,030, 963.

Grants and similar amounts paid (P t I , column (A), lines 1-3) Benefits paid to or for members (Pa ^ "0fpnr)3llr 0 Salaries, other compensation, empl ee benefits (Part I colum lines 5-10) 16a Professional fundraising fees (Part I , col le) UT b Total fundraising expenses (Part IX, = 2, 075. 17 Other expenses (Part IX, column (A), lines lla-lid, lif-24f) 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 19 Revenue less expenses Subtract line 18 from line 12 0 ^
z2

2, 595, 101.

474, 755.
2, 145, 783. 700,330. Beginning of Year

466, 092.
3, 061, 193.
-1,030,230. End of Year

20 21 22

Total assets (Part X, line 16) Total liabilities (Part X, line 26) Net assets or fund balances. Su btract line 2 1 from line 20

4 , 250 , 031. 1
32, 636.

3 , 129,990.
370,442.

4, 217, 395.

2, 759,548.

Part II

Si g nature Block
Under penalties of perW I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is , cor ect, apd com^let Dec? ion of prep rer (other t titer) is based on alt information of which preparer has any knowledge ^

Si g n H ere

/ 19
Asgnreof offic int name and title

a le A
Montgomery *)LreeL, suite

Paid Preareser's 5
Only

Preparer's

signature ^ Carol Duffield Firm's ape (or Fontanello, Duffield & Otake
em p loyed),
and ZP^+ 4,

^ 44

San Francisco, CA 94104

May the IRS discuss this return with the preparer shown above? (see In BAA For Privacy Act and Paperwork Reduction Act Notice , see the sel

13-3028214 Page 2 Form 990 2008 Threshold Foundation Accomplishments (see instructions) Statement of Program Service Part It 1 Briefly describe the organization's mission Seb Schedule-0 ----------------------------------------------------------------

Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ7 If 'Yes,' describe these new services on Schedule O. F Did the organization cease conducting, or make significant changes in how it conducts, any program services? If 'Yes,' describe these changes on Schedule O. Describe the exempt purpose achievements for each of the organization 's three largest program services by expenses. Section and 501 (c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, expenses , and revenue , if any, for each program service reported.

Yes Yes X

No No

501(c)(3) the total

4a (Code ) (Expenses $ 2, 814, 353. including grants of $ 2, 595, 101. ) (Revenue $ 144, 645. ) Threshold-Foundation promotes_peace,_ understanding_and_environmental awareness- --- _ --------------------------------------through grant_makincl and presentation of educational conferences. -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------4b (Code) (Expenses $ including grants of )(Revenue

4c (Code-

) (Expenses

including grants of

(Revenue

4d Other program services. (Describe in Schedule O ) (Expenses $ including grants of $ ) (Revenue $ 2, 814, 353. (Must equal Part IX, Line 25, column (B) ) 4e Total program service expenses ^ $

BAA

TEEA0102L

12/24/08

Form 990 (2008)

Form 990 (2008) Threshold Foundation Checklist of Reauired Schedu Part IV


1 2 3 4 5 6 7 8

13-3028214
Yes

Pace 3
No

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' complete Schedule A Is the organization required to complete Schedule B, Schedule of Contributors? Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes,' complete Schedule C, Part 1 Section 501(cx3) organizations Did the organization engage in lobbying activities? If 'Yes,' complete Schedule C, Part It Section 501 (cX4), 501 (cX5), and 501 (cX6) organizations . Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If 'Yes,' complete Schedule C, Part Ill Did the organization maintain any donor advised funds or any accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part 1 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas or historic structures? If 'Yes,' complete Schedule D, Part ll Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete Schedule D, Part /// Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? If 'Yes,' complete Schedule D, Part IV Did the organization hold assets in term, permanent, or quasi-endowments? If 'Yes,' complete Schedule D, Part V Did the organization report an amount in Part X, lines 10, 12, 13, 15, or 25? If 'Yes,' complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable

1 2 3 4 5 6 7 8

X X X X

X X X

10 11 12

9 10 11 12 13 14a 14b 15 16 17 18 19 20 21 22 23 X X

X X

Did the organization receive an audited financial statement for the year for which it is completing this return that was prepared in accordance with GAAP? If 'Yes,' complete Schedule D, Parts Xl, XII, and Xlll 13 Is the organization a school described in section 170(b)(1)(A)(ii)'' I f 'Yes,' complete Schedule E 14a Did the organization maintain an office, employees, or agents outside of the U S 7 b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the U.S.? If 'Yes,' complete Schedule F, Part I 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If 'Yes,' complete Schedule F, Part ll Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If 'Yes,' complete Schedule F, Part /// Did the organization report more than $15,000 on Part IX, column (A), line 11e? If 'Yes,' complete Schedule G, Part / Did the organization report more than $15,000 total on Part VIII, lines 1c and 8a? If 'Yes,' complete Schedule G, Part ll Did the organization report more than $15,000 on Part VIII, line 9a? If 'Yes,' complete Schedule G, Part Ill Did the organization operate one or more hospitals? If 'Yes,' complete Schedule H Did the organization report more than $5,000 on Part IX, column (A), line 17 If 'Yes,' complete Schedule 1, Parts l and ll Did the organization report more than $5,000 on Part IX, column (A), line 2? If 'Yes,' complete Schedule 1, Parts l and 111 Did the organization answer 'Yes' to Part VII, Section A, questions 3, 4, or 57 If 'Yes,' complete Schedule J

X X X X X X X X X X X X

17 18 19 20 21 22 23

24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, and that was issued after December 31, 2002? If 'Yes,' answer questions 24b-24d and complete Schedule K. If 'No,'go to question 25 b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year? 25a Section 501(cX3) and 501 (cX4) organizations . Did the organization engage in an excess benefit transaction with a disqualified person during the year? If 'Yes,' complete Schedule L, Part I b Did the organization become aware that it had engaged in an excess benefit transaction with a disqualified person from a prior year? If 'Yes,' complete Schedule L, Part I 26 27 BAA Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If 'Yes,' complete Schedule L, Part ll Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or substantial contributor, or to a person related to such an individual? If 'Yes,' com lete Schedule L, Part 111

24a 24b 24c 24d 25a 25b 26 27

X X X X

Form 990 (2008)

TEEA0103L

10/13/08

Form 990 (2008

Pact IV
28

Threshold Foundation Checklist of Re q uired Schedules (continued)

13-3028214
Yes

Pa g e 4 No

During the tax year, did any person who is a current or former officer, director, trustee, or key employee. a Have a direct business relationship with the organization (other than as an officer, director, trustee, or employee), or an indirect business relationship through ownership of more than 35% in another entity (individually or collectively with other person(s) listed in Part VII, Section A)? If 'Yes,' complete Schedule L, Part IV b Have a family member who had a direct or indirect business relationship with the organization? If 'Yes,' complete Schedule L, Part IV c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professional corporation) doing business with the organization? If 'Yes,' complete Schedule L, Part IV

28a 28b 28c 29 30 31 32 33 34 35 36 X

X X X

29 30

Did the organization receive more than $25,000 in non-cash contributions? If 'Yes,' complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If 'Yes,' complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part 1 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete Schedule N, Part ll Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If 'Yes,' complete Schedule R, Part 1 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts ll, Ill, IV, and V, line 1 Is any related organization a controlled entity within the meaning of section 512(b)(13)? If 'Yes,' complete Schedule R, Part V, line 2 Section 501(cX3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If 'Yes,' complete Schedule R, Part V, line 2 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a p artnershi p for federal income tax p ur poses? If 'Yes,' complete Schedule R, Part VI

X X X X X X X

31 32 33 34 35 36 37 BAA

37 X Form 990 (2008)

TEEA0104L

12/18/08

Threshold Form 990 (2008 ion Statements Rea ardinq Other IRS Filinqs and Tax Compliance Part V
1 a Enter the number reported in Box 3 of form 1096, Annual Summary and Transmittal of U.S Information Returns Enter -0- i f not applicable b Enter the number of Forms W-2G included in line la Enter -0- if not applicable

13-3028214
Yes 1a lb 11 0 1c 0 2b X

Page 5 No

c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 2a 2b 3a b Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the 2a calendar year ending with or within the year covered by this return least one is reported on line 2a, did the organization file all required federal employment tax returns? If at Note . If the sum of lines la and 2a is greater than 250, you may be required to e-file this return. (see instructions) Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return7 If 'Yes' has it filed a Form 990-T for this year? If 'No,' provide an explanation in Schedule 0

3a 3b

4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)7 b If 'Yes,' enter the name of the foreign country. See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If 'Yes,' to question 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction? 6a Did the organization solicit any contributions that were not tax deductible? b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not deductible? 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization provide goods or services in exchange for any quid pro quo contribution of more than $757 b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? 7d d If 'Yes,' indicate the number of Forms 8282 filed during the year e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g For all contributions of qualified intellectual property, did the organization file Form 8899 as required? h For all contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required? 8 Section 501 (cX3) and other sponsoring organizations maintaining donor advised funds and section 509(aX3) supporting organizations . Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 9 Section 501 (cX3) and other sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966' b Did the organization make any distribution to a donor, donor advisor, or related person' 10 Section 501(c X7) organizations . Enter. a Initiation fees and capital contributions included on Part VIII, line 12 10a b Gross Receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b 11 Section 501(cX12) organizations . Enter. 11 a a Gross income from other members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) 11 b 12a Section 4947(aXl) non -exempt charitable trusts . Is the organization filing Form 990 in lieu of Form 1041? 112b1 b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year BAA

4a

5a 5b 5c 6a 6b 7a 7b 7c

X X

7e 7f 7 7h

X X X X

8 9a

12a Form 990 (2008)

TEEA0I05L

04408/09

Pa g e 6 Form 990 2008 Threshold Foundation 13-3028214 Governance , Management and Disclosure (Sections A, B, and C request information about policies not Part Vl required by the Internal Revenue Code.)

Section A .

Governing Bodv and Management


Yes No

For each 'Yes' response to lines 2.7b below, and for a 'No' response to lines 8 or 9b below, describe the circumstances, processes, or changes in Schedule O. See instructions. 1 a Enter the number of voting members of the governing body 1a 10 b Enter the number of voting members that are independent 1b 10 2 3 4 5 6 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee or key employee? Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? Did the organization make any significant changes to its organizational documents since the prior Form 990 was filed? Did the organization become aware during the year of a material diversion of the organization's assets? Does the organization have members or stockholders? 2 3 4 5 6 7a

X X X X X X X

7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body7 b Are any decisions of the governing body subject to approval by members, stockholders, or other persons? Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following. a The governing body? b Each committee with authority to act on behalf of the governing body? 9a Does the organization have local chapters, branches, or affiliates? 8 b If 'Yes,' does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? 10 11 Was a copy of the Form 990 provided to the organization's governing body before it was filed? All organizations must describe in Schedule 0 the process, if any, the organization uses to review the Form 990 See Schedule 0 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If 'Yes,' pro vide the names and addresses in Schedule 0

8a 8b 9a 9b 10

X X X

11 I
Yes X

I X
No

Section B .

Policies
12a 12b 12c 13 14

12a Does the organization have a written conflict of interest policy ? If 'No,' go to line 13 b Are officers, directors or trustees , and key employees required to disclose annually interests that could give rise to conflicts? c Does the organization regularly and consistently monitor and enforce compliance with the policy ? If 'Yes,' describe In Schedule 0 how this is done 13 Does the organization have a written whistleblower policy? 14 Does the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision. a The organization 's CEO, Executive Director , or top management offiaal'2 b Other officers of key employees of the organization? Describe the process in Schedule O. (see instructions)

X X X X

15a 15b

X X

16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? b If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law , and taken steps to safeguard the organization's exempt status with respect to such arrangements?

16a

16b

Section C .
17 18

Disclosures

NY CA -----------------------------Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable ), 990, and 990 -T (501 (c)(3)s only ) available for public inspection Indicate how you make these available Check all that apply XX Another's website XX Upon request 1-1 Own website Describe in Schedule 0 whether (and if so, how) the organization makes its governing documents , conflict of interest policy, and financial statements available to the public See Schedule 0 State the name , physical address , and telephone number of the person who possesses the books and records of the organization.

List the states with which a copy of this Form 990 is required to be filed ^

19 20

^ Joyce_Tang -Presidio B1dq 1014 -San_Francisco1 _ CA _ _ 94129_0903415-561-6400 _


BAA Form 990 (2008)

TEEA0106L

12/18/08

13-3028214 Form 990 (2008 Threshold Foundation Comp ensation of Officers , Directors , Trustees , Key Employees , Highest Compensated Part VIf

Pa g e 7

Employees , and Independent Contractors


Section A . Officers , Directors , Trustees, Key Emplo yees, and Highest Compensated Employees 1 a Complete this table for all persons required to be listed. Use Schedule J-2 if additional space is needed
List all of the organization' s current officers directors, trustees (whether individuals or organizations), regardless of amount of compensation, and current key employees. Enter -O- in columns (D), (E), and (F) if no compensation was paid. List the organization' s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) or more than $100,000 from the organization and any related organizations List all of the organization' s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order. individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons. n Check this box if the organization did not compensate any officer, director, trustee, or key employee. (A)
Name and Title

(B)
Average h ours per week 0 S n 9 < n d 3 r e O a `,

(c)
Position (check all that apply) -X '< 3 o 3 0 a 0 M 3 -n o

(D)
Reportable compensation from the or g amzation (W 2/1099 MISC)

(E)
Reportable compensation from related or g anizations (W 2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

Michele Grennon -------------------President GitaDr_u_ry_______-____ V.P. & Sec'tar y Sophia Bpwart__________ Treasurer Sam Utne -------------------Director David Hills -------------------Director Craig Harwood _________ Director Suzanne Gollin -------------------Director
Drummond Pike --------------------

30 2 2 2 2 2 2 2 2 2

X X X X X X X X X X

X X X

0. 0. 0. 0. 0. 0. 0. 0. 0. 0.

0. 0. 0. 0. 0. 0. 0. 0. 0. 0.

0. 0. 0. 0. 0. 0. 0. 0. 0. 0.

Director Laura Wasserman -------------------Director Mar Rower Director --------------------------------------------------------------------------------------------------------------------------------------BAA

TEEA0107L 04/24109

Form 990 (2008)

Form 990 (2008) Threshold Foundation

13-3028214
(B) (c) Average Position (check all that apply) h ours o = T per week , a N 3 a , . 3 0 n c 3 u 'o g a n l m 3

Pa g e 8
(F) Estimated
amount of other compensation from the organization and related organizations

Part YII

Section A. Officers Directors , Trustees Ke Em p loyees , ana HI hest Com ensated Em ployees cont.
(A) Name and Title (D) Reportable
compensation from the organization (W-2/1099 MISC)

(E) Reportable
compensation from related organizations (w 2/1099 MISC)

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

- - - - - - - - - - - - - - - - - - - - - - - - - - -

1 b Total 0. 0. 2 Total number of individuals (including those in 1a) who received more than $100,000 In reportable compensation from the organization ' 0

0.

No 3 4 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line la? If 'Yes,' complete Schedule J for such individual For any individual listed on line la, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If 'Yes' complete Schedule J for such individuaL 3 X

Did any person listed on line la receive or accrue compensation from any unrelated organization for services rendered to th e organization? If 'Yes,' complete Schedule J for such person Section B . Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compens ation from the organization (A) Name and business address Tides Foundation P.O. Box 29903 San Francisco, CA 94129 (B) Descri p tion of Services t. & Op er. Svc (C) Com pensation

310,000.

2
BAA

Total number of independent contractors (including those in 1) who received more than $100,000 in com pensation from the or g anization
TEEA0108L 10/13/08 Form 990 (2008)

Form 990 (2008) Threshold Foundation Part V[tt Statement of Revenue


(A) Total revenue ( B) Related or exempt function revenue

13-3028214

Pa g e 9

Unre lated business revenue

Revenue excluded from tax under sections 512, 513, or 514

in y Z yQ v; Z Vi W

la Federated campaigns b Membership dues c Fundraising events

1a lb 1C

260,397.

d Related organizations
e Government grants (contributions) f All other contributions, gifts, grants, and

1d
1e

205,370.

o'o
_= 8< W

similar amounts not included above


g Noncashcontrlbns included in Ins ]a-If h Total . Add lines la-1f

1f
$

1,445,804.
19 4,296. ^
Business Code

1,911,571.

W
W S2 W

2a Conferences _ _ _ _ _ _ _ _ _
b -----------------C - - - - - - - - - - - - - - - - - d - - - - - - - - - - - - - - - - - -

144 645.

144 , 645.

o 3 4 5

e f All other program service revenue Total. Add lines 2a-2f Investment income (including dividends, interest and

144

645.

other similar amounts)


Income from investment of tax-exempt bond proceeds Royalties
(i) Real (u) Personal

^
^ ^

101, 416.

101, 416.

6a b c d

Gross Rents Less rental expenses Rental income or (loss) Net rental income or (lo ss
(i) Securities

^ (ii) Other

7a Gross amount from sales of

assets other than inventory


b Less cost or other basis

686,838. 827, 041. -140 , 203. ,

and sales expenses c Gain or (loss)


d Net gain or (loss) Z W 0

-140 , 203.

-140,203.

8a Gross income from fundraising events (not including $ of contributions reported on line 1c) a See Part IV, line 18 b Less. direct expenses b c Net income or (loss) from fundraising ev ents 9a Gross income from gaming activities. a See Part IV, line 19 b Less. direct expenses b c Net income or (loss) from gaming activiti es 10a Gross sales of inventory, less returns and allowances a b Less. cost of goods sold b c Net income or (loss) from sales of Inventor
Miscellaneous Revenue Business Code

11a Interest from-PRI ------------ - - - - -

15 , 740.

15,740.

b -------- ------Investment-Partnerships

-2 , 206.

-2,206.

c -----------------d All other revenue e Total. Add lines 11a-11d 12


BAA

13 , 534.

Total Revenue . Add lines 1 h, 2g, 3, 4, 5, 6d, 7d, 8c, 9c,

10c, and 11e

2 030, 963.
12118/2008

160, 385.

-2,206.

-38,787.
Form 990 (2008)

TEF-AO109L

Form 990 (2008)

Threshold Foundation

13-3028214

Page 10

k NO IX I Statement of Functional Expenses


Section 501 (cX3) and 501 (cX4) organizations must complete all columns. All otner organizations must com plete column (R) out are not requrrea no cornprcrc W-ururrirub ko9 , V.), arlu wh Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part V/t/. 1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 3 Grants and other assistance to governments, organizations, and individuals outside the U S. See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) 9 Other employee benefits 10 Payroll taxes 11 Fees for services (non-employees) a Management b Legal Total expenses (B) Program service ex p enses (C) Management and g eneral ex p enses (D) Fundraising exp enses

2, 446, 696.

2, 446, 696.

148 405.

148, 405.

0.

0.

0.

0.

c Accounting
d e f g 12 13 14 15 16 18 Lobbying Prof fundraising svcs. See Part IV, In 17 Investment management fees Other Advertising and promotion Office expenses Information technology Royalties Occupancy

695. 12 , 800.

695. 12 , 800.

17 Travel
Payments of travel or entertainment expenses for any federal, state, or local public officials

12 , 600.

9 , 103.

3 , 497.

19 Conferences, conventions, and meetings


20 21 22 23
24

24, 660.

24, 660.

Interest Payments to affiliates Depreciation, depletion, and amortization Insurance


Other expenses itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)

aManayement-Fees --------_ b ----------- - - - - - - - Cred it -Card Fees c ----------- - - - - - - - - Investment-Fees d Honoraria________ _


e Telecommunic ations-----__

310 22 , 20 , 13,

000. 052. 962. 983.

153 000.

157 000. 22 , 052. 20 , 962.


1 , 693. 1, 613.

13, 983.
7 , 289.

10 , 595.

f All other expenses


25 Total functional ex penses Add lines 1 through 24f
26 Joint Costs . Check here ^ 1-1 if following SOP 98-2 Complete this line only if the organization reported in column (B) joint costs from a combined educational cam p aign and fundraising solicitation

37 , 745.
3 , 061 , 193.

11 , 217.
2 , 814 , 353.

26 , 066.
244 , 765.

462.
2 , 075.

t3AA

Form 990 (2008)

TEEA0110L

12/19/08

Form 990 (2008) Threshold Foundation Balance Sheet Part X

13-3028214
(A) Beginning of year

Page 11
(B) End of year

1 2 3

Cash - non-interest-bearing Savings and temporary cash investments Pledges and grants receivable, net

4
5

Accounts receivable, net

482 520. 15 , 325. 1 , 438.

288 , 818.

3
4
5 6 7 8

18 , 525.

A S T

Receivables from current and former officers, directors, trustees, key employees, or other related parties Complete Part II of Schedule L 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Complete Part II of Schedule L 7 Notes and loans receivable, net 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 10a 10a Land, buildings, and equipment cost basis b Less. accumulated depreciation Complete Part VI of Schedule D 10b

33, 736.

25,780.

10c

11 12
13 14 15 16 17 18 19 20 21 22

Investments - publicly-traded securities Investments - other securities. See Part IV, line 11
Investments - program-related See Part IV, line 11 Intangible assets Other assets. See Part IV, line 11 Total assets Add lines 1 through 15 (must e q ual line 34) Accounts payable and accrued expenses Grants payable Deferred revenue Tax-exempt bond liabilities Escrow account liability. Complete Part IV of Schedule D Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L Secured mortgages and notes payable to unrelated third parties Unsecured notes and loans payable Other liabilities. Complete Part X of Schedule D Total liabilities . Add lines 17 throu g h 25 Organizations that follow SFAS 117, check here ^ X and complete lines 27 through 29 and lines 33 and 34. Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets and complete Organizations that do not follow SFAS 117, check here ^ lines 30 through 34. Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, and equipment fund Retained earnings, endowment, accumulated income, or other funds

1, 980, 619. 1,186, 580.


535, 000. 14, 813. 4, 250, 031. 10, 476.

11 12
13 14 15 16 17 18 19 20 21

1,429,260. 821, 564.


535, 000. 11,043.

3, 129, 990. 10, 942.


350,000,

B i E

23 24 25 26 E T 27 28 29

22, 160. 32, 636.

22 23 24 25 26

9,500. 370,442.

3 877, 748.

27
29

2,720 , 023.

339, 647. 28

39, 525.

S F 9 A }t

30 31 32

30 31 32

E
s

33
34

Total net assets or fund balances .


Total liabilities and net assets/fund balances.

4 , 217 , 395.

33

2 , 759,548.

4, 250, 031. 34

3,129,990.
Yes No X X X X

f.PartXt__. I Financial Stateme nts and Reporting


Cash Accrual Accounting method used to prepare the Form 990 . Other Were the organization ' s financial statements compiled or reviewed by an independent accountant? Were the organization ' s financial statements audited by an independent accountants If 'Yes' to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review , or compilation of its financial statements and selection of an independent accountant? 3a As a result of a federal award , was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? fired audit or audits? b If 'Yes,' did the organization undergo the BAA 1 2a b c

2a 2b 2c 3a orm

TEEA0111 L

12/22/08

OMB No 1545-0047

SCHEDULEA (Form 990 or 990-EZ)


Department of the Treasury Internal Revenue Service Name of the organization

Public Charity Status and Public Support


To be completed by all section 501 (cX3) organizations and section 4947(aXl) nonexempt charitable trusts. Attach to Form 990 or Form 990- EZ. ^ See separate instructions.

2008
Open to Public anspecton
Employer identification number

Threshold Foundation 13-3028214 RartI _ Reason for Public Charity Status (All organizations must complete this part.) (see instructions)
The organization is not a private foundation because it is. (Please check only one organization.) A church, convention of churches or association of churches described in section 170(bX1XAXi). 1 A school described in section 170(bXlXAXii). (Attach Schedule E.) 2 A hospital or cooperative hospital service organization described in section 170(bXlXAXiii). (Attach Schedule H.) 3 A medical research organization operated in conjunction with a hospital described in section 170(bXlXAXiii). Enter the hospital's 4 name, city, and state ______-of- __________________y____________________ 5 u An organization operated for the benefit a college or university owned or operated b a governmental unit described in section 170(bX1XAXiv). (Complete Part II ) A federal, state, or local government or governmental unit described in section 170(bXlXAXv). 6 7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(bX1XAXvi). (Complete Part II ) A community trust described in section 170(bX1XAXvi). (Complete Part II.) 8 u 9 u An organization that normally receives (1) more than 33-1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33-1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(aX2). (Complete Part III.) 10 An organization organized and operated exclusively to test for public safety See section 509(aX4). (see instructions) 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(aX3). Check the box that describes the type of supporting organization and complete lines 11e through 11h. a [Type I b []Type II c u Type III - Functionally integrated d u Type III- Other e u By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). If the organization received a written determination from the IRS that is a Type I, Type II or Type III supporting organization, f u check this box Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons g Yes (i) a person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, the governing body of the supported organization? (ii) a family member of a person described in (I) above? (iii) a 35% controlled entity of a person described in (I) or (ii) above? Provide the following information about the organizations the organization supports.
(i) Name of Supported Organization (i) EIN (n) Type of organization (described on lines 1 9 above or IRC section (see instructions )) (iv) Is the or anization in col (ii) listed in your governing document (v) Did you notify (vi) Is the the organization in organization in col col (I) of (i) organized in the your support? US?

No

11 g (i) 11 g (ii) 11 g (iii)


(vii) Amount of Support

Yes

No

Yes

No

Yes

No

Total BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule A (Form 990 or 990-EZ) 2008

TEEA0401L

12/17/08

'

13-3028214 Schedule A (Farm 990 or 990-EZ) 2008 Threshold Foundation Part t[ Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I.) Section A . Public Sunnort Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions and 2 (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008

Pa g e 2

(f) Total

membership fees received Do not include unusual grants .')

1 , 247 , 581. 110041815. 1 , 37-5 , 11-9. 2,476 , 062. 11911 f 571.

8,015,148.

4 5

Tax revenues levied for the organization ' s benefit and either paid to it or expended on its behalf The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generall y furnished to the public without charge Total . Add lines 1-3 The portion of total contributions by each person (other than a governmental unit or publicly supported organization ) included on line 1 that exceeds 2% of the amount

0.

0.

1,247,581. 1, 004, 815. 1, 375, 119. 2, 476, 062. 1, 911, 571.

8, 015, 148.

shown on line 11, column (f)


6 Public support. Subtract line 5

547, 363.

from line 4
Section U . Total Support
Calendar year (or fiscal year in) ^ 7 8 Amounts from line 4 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income form (a) 2004 (b) 2005 (c) 2006 (d) 2007 ) (e) 2008

7,467,78 5.
(f) Total

1, 247, 581. 1 004, 815. 1, 375,119. 2 476 , 062. 1, 911, 571.

8 0151148.

similar sources
9 Net income form unrelated business activities, whether or not the business is regularly

57,966.

83,191.

114 299.

155 721.

117, 156.

528, 333.

carried on
10 Other income. Do not include gain or loss form the sale of capital assets (Explain in Part IV.) Total support. Add lines 7 through 10 Gross receipts from related activities, etc. (see instructions)

-2,206.

-2,206.

0. 8 541, 275. 0.

11 12 13

12

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)

organization, check this box and stop here Section C. Com p utation of Public Su pp ort Percenta g e
14 15 Public support percentage for 2008 (line 6, column (f) divided by line 11, column (f) Public support percentage for 2007 Schedule A, Part IV-A, line 26f 14 15

^ n
87.4 % 89.4 % No. }{ ^

16a 33- 1/3 support test - 2008 . If the organization did not check the box on line 13, and the line 14 is 33-1/3 % or more, check this box and stop here . The organization qualifies as a publicly supported organization. b 33-1/3 support test - 2007 . If the organization did not check a box on line 13, or 16a, and line 15 is 33-1/3% or more, check this box and stop here . The organization qualifies as a publicly supported organization. 17a 10%-facts-and-circumstances test - 2008. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here . Explain in Part IV how the organization meets the 'facts-and-circumstances' test The organization qualifies as a publicly supported organization

u ^

b 10%-facts -and-circumstances test - 2007 . If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here . Explain in Part IV how the organization meets the 'facts-and-circumstances' test The organization qualifies as a publicly supported organization. ^ 18 Private foundation . If the organization did not check a box on line, 1 3, 16a, 16b, 17a, or 17b, check this box and see instructions ^ BAA Schedule A (Form 990 or 990-EZ) 2008
TEEA0402L 12/17/08

Schedule A (Form 990 [ Part ill Support (Complete Section A . Public

Threshold Foundation or 990-EZ) 2008 Schedule for Organizations Described in Section 509(a)(2) only if you checked the box on line 9 of Part I.) Support
(a) 2004 (b) 2005 (c) 2006 (d) 2007

13-3028214

Pa g e 3

Calendar year (or fiscal yr beginning in) I1 Gifts, grants, contributions and membership fees received. (Do not include 'unusual grants 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in a activity that is related to the organization's tax-exempt purpose 3 Gross receipts from activities that are not an unrelated trade or business under section 513 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total . Add lines 1-5 7a Amounts included on lines 1, 2, 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of 1 % of the total of lines 9, 10c, 11, and 12 for the year or $5,000 c Add lines 7a and 7b 8 Public support (Subtract line 7c from line 6. )

(e) 2008

f) Total

Section B . Total Su pp ort Calendar year (or fiscal yr beginning in)


9 Amounts from line 6 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income form similar sources b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 c Add lines 1 Oa and 1 Ob 11 Net income from unrelated business activities not included inline 10b, whether or not the business is regularly carried on 12 Other income Do not include gain or loss from the sale of capital assets (Explain in Part IV )
13 14 Total support. (add is 9, 10c, 11, and 12 ) First five years . If the Form 990 is

(a) 2004

(b) 2005

(c) 2006

(d) 2007

(e) 2008

1) Total

organization, check this box and s ;ection C . Computation of Put

the

o. rganization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)

c Support Pe

15 Public support percentage for 2008 (line 8, column (f) divided by line 13, column (f)) 15 % 16 Public support percentage from 2007 Schedule A, Part IV-A, line 27g 16 % Section D . Com p utation of Investment Income Percenta g e 17 Investment income percentage for 2008 (line 10c, column (f) divided by line 13, column (f)) 17 % 18 Investment income percentage from 2007 Schedule A, Part IV-A, line 27h 18 % 19a 33- 1/3 support tests - 2008. If the organization did not check the box on line 14, and line 15 is more than 33-1/3%, and line 17 is not more than 33-1/3%, check this box and stop here . The organization qualifies as a publicly supported organization ^ El b 33-1/3 support tests - 2007 . If the organization did not check a box on line 14 or 19a, and line 16 is more than 33-1/3%, and line 18 is not more than 33-1/3%, check this box and stop here . The organization qualifies as a publicly supported organization ^ 20 Private foundation . If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ^

BAA

TEEA0403L

01/29/09

Schedule A (Form 990 or 990-EZ) 2008

13-3028214 Schedule A (F rm 990 or 990-EZ) 2008 Pa g e 4 Threshold Foundation Part IV Supplemental Information . Complete this part to provide the explanation required by Part II, line 10;

Part II, line 17a or 17b; or Part III, line 12. Provide any other additional information. (see instructions)

BAA

TEEA0404L

10/07/08

Schedule A (Form 990 or 990-EZ) 2008

SCHEDULEC
(Form 990 or 990-EZ)

Political Campaign and Lobbying Activities


For Organizations Exempt From Income Tax Under section 501 (c) and section 527 To be completed by organizations described below .

OMB No 1545 0047

2008
V Qpm W publk ln "cdw

Department of the Treasury Internal Revenue Service

^ Attach to Form 990 or Form 990 - EZ.

If the organization answered Yes,' to Form 990 , Part IV, line 3, or Form 990-EZ , Part VI, line 46 (Political Campaign Activities), then Section 501(c)(3) organizations. complete Parts I-A and B. Do not complete Part I-C. Section 501(c) (other than section 501(c)(3)) organizations. complete Parts I-A and C below. Do not complete Part I-B. Section 527 organizations. complete Part I-A only. If the organization answered Yes,' to Form 990, Part IV, line 4, or Form 990-EZ , Part VI, line 47 (Lobbying Activities), then Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)). Complete Part II-A. Do not complete Part II-B. Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)). Complete Part II-B Do not complete Part II-A. If the organization answered Yes,' to Form 990, Part IV , line 5 (Proxy Tax), then Section 501(c) (4) , (5) , or (6) org anizations Com p lete Part I I I
Name of organization Employer identification number

13-3028214 Threshold Foundation Part t-A To be completed by all organizations exempt under section 501(c) and section 527 organizations. See the Instructions for Schedule C for details.
1 2 3 Provide a description of the organization's direct and indirect political campaign activities in Part IV. Political expenditures Volunteer hours ^ $

Part t-S To be completed by all organizations exempt under section 501 (c)(3). See the instructions for Schedule C for details.
1 2 3 4a b Enter the amount of any excise tax incurred by the organization under section 4955 Enter the amount of any excise tax incurred by organization managers under section 4955 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? Was a correction made' If 'Yes,' describe in Part IV. ^ $ ^ $ HYes Yes X No No

Pat't E-C To be completed by all organizations exempt under section 501(c), except section 501(cX3). See the instructions for Schedule C for details.
1 2 3 4 5 Enter the amount directly expended by the filing organization for section 527 exempt function activities Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ^ $ ^ $

Total of direct and indirect exempt function expenditures. Add lines 1 and 2 and enter here and on Form 1120-POL, line 17b ^ $ Did the filing organization file Form 1120-POL for this years 11Y,,-ETNo State the names, addresses and employer identification number (EIN) of all section 527 political organizations to which payments were made. Enter the amount paid and indicate if the amount was paid from the filing organization's funds or were political contributions received and promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization ' s own internal funds If none , enter 0 (e) Amount of political contributions received and prompt) y and directly delivered to a separate political organization If none , enter -0

------------------

-------------------

-------------------

-------------------

-------------------

- - - - - - - - - - - - - - - - - - - -

BAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990.

Schedule C (Form 990 or 990-EZ) 2008

TEEA320IL

12/18/08

Schedule C (Form 990 or 990-EZ) 2008 Threshold Foundation 13-3028214 Pa g e 2 rganizations exempt under section 501 (c)(3) that filed Form 5768 (election Part 11-A1 To be completed under section 501 (g)). ee the instructions for Schedule C for details.
A B Check Check ^ ^ if the filing organization belongs to an affiliated group. if the film org anization checked box A and 'limited control' provisions a pp ly . Limits on Lobbying Expenditures (The term 'expenditures' means amounts paid or incurred .) 1a b c d e Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1a and 1b) Other exempt purpose expenditures Total exempt purpose expenditures (add lines 1c and 1d)
(a) Filing
organization ' s totals (b) Affiliated group totals

31, 000. 19 , 000. 50, 000.

0.

3 , 011, 193.

3 , 061 , 193.
303, 060.

0.

f Lobbying nontaxable amount Enter the amount from the following table in

both columns.
If the amount on line le, column (a) or (b ) is. Not over $500,000 Over $500,000 but not over $1,000,000 Over $1,000,000 but not over $1,500,000 The lobbying nontaxable amount is. 20% of the amount on line le $100,000 plus 15% of the excess over $500,000. $175,000 plus 10% of the excess over $1,000,000.

Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000. Over $17,000,000 $1,000,000 g Grassroots nontaxable amount (enter 25% of line 1f) h Subtract line 1g from line 1a. Enter -0- if line g is more than line a i Subtract line 1f from line 1c. Enter -0- if line f is more than line c

75, 765.
0. 0. L ]Yes

0.
0. 0. X No

j If there is an amount other than zero on either line 1h or line 11, did the organization file Form 4720 reporting section 4911 tax for this year' 4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501 (h) election do not have to complete all of the five co l umns b e l ow. S ee th e i ns t ruc ti ons f or li nes 2 a t h rough 2f.)
Lobbvina Expenditures Durina 4-Year Averaaina Period

Calendar year (or fiscal year beginning in) 2a Lobbying non-taxable

(a) 2005

(b) 2006

c () 2007

(d) 2008

(e) Total

amount
b Lobbying ceiling amount (150% of line

198,945.

231,427.

257 289.

303,060.

990 721.

2a, column (e))


c Total lobbying

1 486, 082. 18 , 500. 49 1 736. 43,750. 57,857. 225, 000. 64 322. 50 , 000. 75 , 765. 337 250. 247 680.

expenditures
d Grassroots non-taxable

amount
e Grassroots ceiling amount (150% of line

2d, column a
f Grassroots lobbying

371 520.

expenditures
13AA

31,000.

31,000.

Schedule C (Form 990 or 990-EZ) 2008

TEEA3202L

12/18/08

Schedule C (Form q90 or 990-EZ) 2008 Th Part tt-B To be complete(

(election under

Foundation 13-3028214 Page 3 organizations exempt under section 501 (c)(3) that have NOT filed Form 5768 on 501 (h)). See the instructions for Schedule C for details.
a) Yes No

(b)
Amount

a b c d e f g h i j 2a b c d

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of. Volunteers? Paid staff or management (include compensation in expenses reported on lines 1c through 11)? Media advertisements? Mailings to members, legislators, or the public? Publications, or published or broadcast statements? Grants to other organizations for lobbying purposes? Direct contact with legislators, their staffs, government officials, or a legislative body? Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means? Other activities7 If 'Yes,' describe in Part IV Total lines 1c through 11 Did the activities in line 1 cause the organization to be not described in section 501 (c)(3)? If 'Yes,' enter the amount of any tax incurred under section 4912 If 'Yes,' enter the amount of any tax incurred by organization managers under section 4912 If the film or g anization incurred a section 4912 tax, did it file Form 4720 for this y ear?

Part tit-A To be completed by all organizations exempt under section 501 (c)(4). section 501(c)(5). or section 501(c)(6). See the instructions for Schedule C for details.
Yes 1 2 3 Were substantially all (90% or more) dues received nondeductible by members? Did the organization make only in-house lobbying expenditures of $2,000 or less? Did the org anization a g ree to carryover lobby in g and p olitical ex penditures from the p rior year? 1 2 3 No

Pair't 11I-B To be completed by all organizations exem pt under section 501 (c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, q uestions 1 and 2 are answered ' No' OR if Part III -A, question 3 is answered 'Yes.' See Schedule C Instructions for details.
1 2 Dues, assessments and similar amounts from members 1 Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year b Carryover from last year c TotaL 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? Taxable amount of lobby in g and p olitical ex penditures (line 2c total minus 3 and 4)

2a 2b 2c 3

4 5

Part IV

Supplemental Information

Complete this part to provide the descriptions required for Part I-A, line 1, Part I-B, line 4, Part I-C, line 5, and Part II-B, line 11. Also, complete this part for any additional information -----------------------------------------------------------

BAA TEEA3203L 12/18/08

Schedule C (Form 990 or 990-EZ) 2008

Schedule C (Form 990 or 990- EZ) 2008 Threshold Foundation Part IV Su p plemental Information (continued)

13-3028214

Pag e 4

BAA TEEA3204L 10/06/08

Schedule C (Form 990 or 990-EZ) 2008

SCHEDULE D (Form 990)


Department of the Treasury Internal Revenue Service Name of the organization

OMB No 1545 0047

Supplemental Financial Statements


Attach to Form 990. To be completed by org anizations that answered 'Yes.' to Form 990. Part IV. lines 6. 7.8.9.10.11. or 12.

2008
Open to Pub& Inspection
Employer Identification number

Threshold Foundation 13-3028214 I Part I I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered 'Yes' to Form 990, Part IV, line 6.
(a) Donor advised funds 1 2 3 4 5 6 Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization ' s property , subject to the organization ' s exclusive legal control ? Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be used only for charitable purposes and not for the benefit of the donor or donor advisor or other impermissible private benefit7' Yes F] No n f Yes (b) Funds and other accounts

No

'art 111.. Conservation Easements Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
1 Purpose (s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e . g , recreation or pleasure ) Preservation of an historically important land area Protection of natural habitat Preservation of certified historic structure Preservation of open space Complete lines 2a-2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year a b c d 3 4 5 6 7 8 9 Total number of conservation easements Total acreage restricted by conservation easements Number of conservation easements on a certified historic structure included in (a) Number of conservation easements included in (c) acquired after 8/17/06 Number of conservation easements modified, transferred, released, extinguished, or terminated by year ^ Number of states where property subject to conservation easement is located ^ Held at the End of the Year 2a 2b 2c 2d the organization during the taxable

Does the organization have a written policy regarding the periodic monitoring, inspection, violations, and enforcement of the conservation easement it holds' Staff or volunteer hours devoted to monitoring, inspecting, and enforcing easements during the year ^ Amount of expenses incurred in monitoring, inspecting, and enforcing easements during the year ^ $ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and 170(h)(4)(B)(ii)?

1-1 Yes

El No

No F]Yes In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements.

Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete if the organization answered 'Yes' to Form 990, Part IV, line 8.
1 a If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items b If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items. ^$ (i) Revenues Included in Form 990, Part VIII, line 1 (ii) Assets Included in Form 990, Part X ^$ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 relating to these items. $ a Revenues Included in Form 990, Part VIII, line 1 $ b Assets Included in Form 990, Part X BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2008

TEEA3301 L

12/23108

13-3028214 Pa g e 2 Schedule D (F rm 990 2008 Threshold Foundation Pas} III Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets (continued)
Using the organization's accession and other records, check any of the following that are a significant use of its collection items (check all that apply). Loan or exchange programs Public exhibition a d Other Scholarly research b e Preservation for future generations c 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar 3

Yes No assets to be sold to raise funds rather than to be maintained as p art of the org anization's collections Part IV Trust, Escrow and Custodial Arrangements Complete if organization answered 'Yes' to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included on Form 990, Part X? b If 'Yes,' explain the arrangement in Part XIV and complete the following table. c d e f 2a b Beginning balance Additions during the year Distributions during the year Ending balance Did the organization include an amount on Form 990, Part X, line 21? If 'Yes,' ex p lain the arran g ement in Part XIV. (b) Prior year (a) Current year Beginning of year balance Contributions Investment earnings or losses Grants or scholarships Other expenditures for facilities and programs Administrative expenses End of year balance Provide the estimated percentage of the year end balance held as. Board designated or quasi-endowment ^ _ Permanent endowment ^ % Term endowment ^ c) Two ears back 1 1 1 1 c d e f F1 Yes R No R Yes Amount No

Part V Endowment Funds Com p lete if org anization answered 'Yes' to Form 990, Part IV , line 10.
(d) Three years back (e) Four years back 1a b c d e f g a b c

3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by. (i) unrelated organizations (ii) related organizations b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule R? 4 Describe in Part XIV the intended uses of the org anization's endowment funds.

Yes 3a i) 3a ii) 3b

No

Part VI Investments- Land , Buildings , and Equipment . See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b) Cost or other basis (other) (c) Depreciation (d) Book Value 1 a Land b Buildings c Leasehold improvements d Equipment e Other Total . Add lines la-le (Column (d) should equal Form 990, Part X, column (B), line 10(c)) BAA

0. Schedule D (Form 990) 2008

TEEA3302L

12/23/08

Schedule D (Form 990 2008 Threshold Foundation Part V[t Investments-Other Securities See Form 990, Part X, line 12.
(a) Description of security or category (including name of security) Financial derivatives and other financial products Closely-held equity interests (b) Book value

13-3028214
(c) Method of valuation Cost or end-of- y ear market value

Pa g e 3

other Money_Market Funds _ _ _ _ _ _ _ _ _ _ -------------------------- ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Tota l (Column (b) should equal Form 990 Part X, col. (8) line 12.) (a) Description of investment type ^

821, 564. End of Year Market Value

821, 5 6 4 .
(b) Book value (c) Method of valuation Cost or end-of-year market value

Part VIU Investments- Pro g ram Related ( See Form 990, Part X, line 13)
See Part XIV

Total. Column (b)(should equal Form 990, PartX Col 8 line 13 )

535 , 000. :

In Part XIV, provide the text of the footnote to the organization ' s financial statements that reports the organization 's liability for uncertain tax positions under FIN 48. BAA TEEA3303L i0n9108 Schedule D (Form 990) 2008

Schedule D (Form 990) 2008 Threshold Foundation 13-3028214 Page 4 [Pad X1. Reconciliation of Change in Net Assets from Form 990 to Financial Statements 2,030,963. 1 Total revenue (Form 990, Part VIll, column (A), line 12)
2 Total expenses (Form 990, Part IX, column (A), line 25) 3 Excess or (deficit) for the year. Subtract line 2 from line 1 4 Net unrealized gains (losses ) on investments 5 Donated services and use of facilities 6 Investment expenses 7 Prior period adjustments 8 Other (Describe in Part XIV) See Part XIV 9 Total adjustments (net). Add lines 4-8 10 Excess or (deficit) for the year p er financial statements Combine lines 3 and 9 Part Xfl Reconciliation of Revenue p er Audited Financial Statements With Revenue p er Return 1 Total revenue, gains, and other support per audited financial statements 1 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12. a Net unrealized gains on investments 2a -427, 619. b Donated services and use of facilities 2b c Recoveries of prior year grants 2c d Other (Describe in Part XIV) 2d e Add lines 2a through 2d 2e 3 Subtract line 2e from line 1 3 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1 a Investments expenses not included on Form 990, Part VIII, line 7b 4a 20 , 962. b Other (Describe in Part XIV) 4b c Add lines 4a and 4b 4c 5 Total revenue. Add lines 3 and 4c. (This should e q ual Form 990, Part I, line 12. ) 5

3,061,193. -1,030,230.

-427 , 619. -427 , 619. -1,457,849. 1,582,382.

-427 , 619. 0,001.

20,962. 2,030,963.
3,040,231.

Part XFIL Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 2 a b c d e 4 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25. Donated services and use of facilities Prior year adjustments Losses reported on Form 990, Part IX, line 25 Other (Describe in Part XIV) Add lines 2a through 2d 1 2a 2b 2c 2d 2e

3 Subtract line 2e from line 1


Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investments expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIV) c Add lines 4a and 4b 5 Total ex penses. Add lines 3 and 4c (T his should e q ual Form 990, Part I, line 18 4a 4b

3 20,962.
4c 5

3,040,231.

20,962. 3,061,193.

Rart.Xfit Su pp lemental Information


Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines lb and 2b, Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b.

BAA

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Schedule D (Form 990) 2008

Schedule D (Form 990) 2008

Pa g e 5

Hart XIV Supplemental Information (continued)

BAA

TEEA3305L 07/24108

Schedule D (Form 990) 2008

2008

Schedule D, Part XIV - Supplemental Information


Threshold Foundation

Page 6
13-3028214

Schedule D, Part VIII Investments - Program Related Description Book Value Low Interest Loan - ACCION 55,000. Low Interest Loan - Co-Op of New England 20,000. Low Interest Loan - E & Co 50,000. Low Interest Loan - Root Capital 20,000. Low Int Loan - Enterprise Corp Delta 35,000. Low Int Loan - Human Econ Appalachian 20,000. Low Interest Loan - Inst Community Econ 50,000. Low Interest Loan - Opp Finance Ntwk 100,000. Low Interest Loan - Nat Fed Comm Dev CU 50,000. Low Interest Loan - NM Community Dev Fd 30,000. Low Interest Loan - Self Help Enterprise 45,000. Low Interest Loan - Shared Help 35,000. Low Interest Loan - Chicago Comm Loan Fd 25,000. Total $ 535,000. Method of Valuation End of Year Market Value End of Year Market Value End of Year Market Value End of Year Market Value End of Year Market Value End of Year Market Value End of Year Market Value End of Year Market Value End of Year Market Value End of Year Market Value End of Year Market Value End of Year Market Value End of Year Market Value

Schedule D, Part XI, Line 8 Other Changes In Net Assets Or Fund Balances FMV Adj of Investments $ Total $ -427,619. -427,619.

Schedule F. (Form 990)


Department of the Treasury Internal Revenue Service Name of the organization

Statement of Activities Outside the United States


^ Attach to Form 990. Complete if the organization answered 'Yes' to Form 990 , Part IV, line 14b , line 15, or line 16.

OMB No 1545 0047

2008

Employer identification number

Threshold Foundation 13-3028214 Part t General Information on Activities Outside the United States . Complete if the organization answered 'Yes' to Form 990, Part IV, line 14b.
1 For grantmakers. Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance , and the selection criteria used to award the grants or assistance? Yes No

2
3

For grantmakers. Describe in Part IV the organization ' s procedures for monitoring the use of grant funds outside the United States.
Activities ner Reainn . (Use Schedule F.1 (Form 9901 if additional space is needed.)

(a) Region

(b) Number of offices in the region

(c) Number of employees or agents in region

(d) Activities conducted in region (by type) (i.e., fundraising, program services, grants to recipients located in the region)

(e) If activity listed in (d) is a program service, describe specific type of service(s) in region

(f) Total expenditures in region

East Asia and the Pacifi c 0 Euro p e (Including Icelan d & Greenland)
0 0 Grantmakin g N/A 17,950.

0 Grantmakin g

N/A

35,000.

Middle East and North Afr ica 0 North America (Canada an Mexico onl y ) 0
South America 0

0 Grantmakin g

N/A

15,155.

0 Grantmakin g
0 Grantmakin g

N/A
N/A

8,000.
38,000.

South Asia Sub-Saharan Africa

0 0

0 Grantmakin g 0 Grantmakin g

N/A N/A

24,100 10,200.

Totals

148, 405.
Schedule F (Form 990) (2008)

BAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990.

TEEA3501L

12/23/08

Schedule F (Form 990) 2008 13-3028214 Threshold Foundation Part U Grants and Other Assistance to Organizations or Entities Outside the United States . Complete if the organization answered 'Yes' to

Pa ge 2

Form 990, Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 Use Schedule F-1 (Form 990) if additional space is needed.
(a) Name of organization (b) IRS code section and EIN (if applicable) (^) Region (d) Purpose of grant (e) Amount of cash grant (t) Manner of cash disbursement (g) Amount of non-cash assistance (h) Description of non-cash assistance (i) Method' of valuation (book, FMV, appraisal, other)

East Asia and

he Pacific General supp ort for Rainfor est Informati n Centre 35,000. Check

Euro p e (includ i ng Iceland

Greenland)

Partici p ati o n in the FanFe t Rosia Monta a 2008 12,950. Wire- Intern a t ional Middle East an North Afri a Bustan's pe maculture cours e for Bedouin leaders in Ne g ev 15,155. Wire- Intern a t ional North America including Ca nada and Mexico ) Findin g Co on Ground Progr am 8,000. Wire- Intern a t ional South America Periodico I to - DECOIN 28,000. Wire- Intern a t ional South America Rainforest rotection- Ach al Sustainabl e Harvests Proj ct 10,000. Wire- Intern a t ional Enter total number of organizations that are recognized as charities by the foreign country or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter 3 BAA Enter total number of other organizations or entities 0 Schedule F (Form 990) 2008

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Schedule F (Form 990) 2008 Threshold Foundation 13-3028214 [ Part III Grants and Other Assistance to Individuals Outside the United States . Complete if the organization answered 'Yes' to Form 990, Part IV, line 16. Use Schedule F-1 (Form 990) if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of cash grant (e) Manner of cash disbursement (f) Amount of non-cash assistance (g) Description of non-cash assistance

Page 3

(h) Method of valuation (book, FMV, appraisal, other)

BAA
TEEA3503L 12/24/08

Schedule F (Form 990) 2008

Schedule F (Form 990) 2008 Threshold Foundation 13-3028214 Part tV 1 Supplemental Information Complete this part to provide the information required in Part 1, line 2, and any other additional information Part I, Line 2= Grantmakers Explanation For Grants Outside US

Pa g e 4

Thorough due diligence is conducted in advance of funding to determine, whether a --group will be an appropriate grantee. We require groups to provide proof of tax ----------------------------------------------------------------status and/or registration documents and their organizational documents. All -------------------------------------------------------------------international grants are restricted to a clearly charitable purpose and must be used ------------------------------------------------------------------exclusively for activities conducted outside of the U.S. All grantees receive a -----------------------------------------------------------------written grant agreement, and by accepting payment the grantee agrees to-the ---------------------------------------------------------------------conditions-of the award, which-provides assurance that-funds will not be used for any --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

prohibited purpose.

BAA

TEEA3504L 01/06/09

Schedule F (Form 990) 2008

SCHEDULE 1
(Form 990)

Grants and Other Assistance to Organizations ,


Governments and Individuals in the U.S.
^ Complete if the organization answered ' Yes,' on Form 990, Part IV, lines 21 or 22. ^ Attatch to Form 990.

OMB No

IW0047

2008
Open to Public Inspection Employer identification number

Department of the Treasury Internal Revenue Service Name of the organization

Threshold Foundation Part ( General Information on Grants and Assistance


1 2 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? Describe in Part IV the org anization's procedures for monitorin g the use of g rant funds in the United States. See Part IV

1 13-3028214

X] Yes

No

Part II Grants and Other Assistance to Governments and Organizations in the United States . Complete if the organization answered 'Yes' on Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use Part IV and Schedule I-1 (Form 990) if additional space is needed ^ [1
1 (a) Name and address of organization or government (b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of non cash assistance Q Method of valuation ook, FMV, appraisal , other) (g) Description of non cash assistance (h) Purpose of grant or assistance

See Attached Statement --------------------

Attach St

Attached Stmt

2, 424, 567.

0. N/A

N/A

See Attached Statement

---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------2 3 Enter total number of section 501(c)(3) and government organizations Enter total number of other organizations TEEA3901L 12/19/08 18 12 Schedule I (Form 990) 2008

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 .

Schedule I Grants and Other Assistance to Organizations, Governments and Individuals in the United States

Name o1 Grantee Namaste Foundation I NamasteDirect A New Way at Life Reentry Project Adelante Foundation

Address

EIN

IRC Code Section

Amount

Purpose

PO Box 471000
San Francisco, CA 94118 P 0 Box 875288 Los Angeles, CA 90087 PO Box 4473 Englewood, CO 80155 68-0159559 501(c)(3) Pnvate Operating Fdn 95-4782503 501(c)(3) Public Chanty 94-3329340 501(c)(3) Public Charity 19 400 00 NamasteDvect's work with AIS01, based in Chiapas, Mexico 11 800 00 General support 24,100 00 micro lending and education programs

Alliance for Sustainable Colorado

1536 Wynkoop Street, 8500 Denver, CO 80202 42-1622870 501(c)(3) Public Charity One Hallidie Plaza

40,000 00 General Support

Suite 402
Amazon Watch San Francisco, CA 94102 500 21st Ave S 6203 Minneapolis. MN 55455 95-4604782 501(c)(3) Public Charity 40,000 00 Advancing Rainforest protection, Indigenous rights, and Climate stability in the Equadonan Amazon

Ananya Dance Theatre Appalachian Center for the Economy and the Environment

20-4261878 501(c)(3) Public Chanty 55-0781483 501(c)(3) Public Chanty

12,000 00 Daak, Call to Action performance protect focusing on environmental justice 36 550 00 General Support

PO Box 507
Lewisburg, WV 24901 1616 E Indian School Road. Suite 340 Phoenix, AZ 85016 P 0 Box 68 Saxapahaw, NC 27340 8 Enon Street #2B Beverly, MA 01950

Arizona Advocacy Network Foundation Art In The Public Interest ArtCorps

02-0565840 501(c)(3) Public Chanty 56-1913953 501(c)(3) Public Charity 20-3995543 501(c)(3) Public Chanty

9 400 00 Anzona Democracy Project 18,000 00 Community Arts Network 15 000 00 Artist placements in Guatemala and El Salvador

Bainbndge Graduate Institute

Be Present

284 Madrona Way NE Bainbridge Island, WA 98110 91-2157623 501 (c)(3) Public Chanty 4151 Memorial Drive Suite 103A 58-1981535 501(c)(3) Public Chanty Decatur. GA 30032 PO Box 201 Pacific Palisades, CA 90272 21 McKeen Street Brunswick, ME 04011 1453 Mission Street San Francisco, CA 94103 PO Box 216381 Sacramento, CA 95821 PO Box 714 New PalO, NY 12561

78,450 00 general support

14 450 00 To pay for Kennedy Spencer, marketing and communications fine

Biosphere Foundation Brunswick Park and Gardens California Institute of Integral Studies California Product Stewardship Council Centre for Playback Theatre

86-0686472 501 (c)(3) Public Charity 75.3232606 501(c)(3) Public Chanty 94-2254303 501(c)(3) Public Charity 77-0695467 501(c)(3) Public Chanty 14-1819824 501(c)(3) Public Chanty

35 000 00 Planetary Coral Reef Foundation's development and fundraising expenses 8 700 00 general support 10,900 00 The Gaiafield Center for Subtle Activism 20,000 00 General support 16,000 00 Playback Theatre Bridge Project

719 S State Street


Chicago Freedom School Class Action Columbus Institute for Contemporary Journalism Suite 3N Chicago. IL 60605 20-4735643 501(c)(3) Public Chanty 26-0091867 501 (c)(3) Public Chanty 31-1176151 501(c)(3) Public Charity 9,000 00 Freedom Fellowship Insibtute's arts-related programming 13,050 00 Class in the Classroom, a new curriculum for middle and high school students 25 000 00 2008 Election Protection

PO Box 350
Hadley. MA 01035-0350

1240 Bryden Road


Columbus, OH 43205 1337 N Maplewood Avenue

Cooperative Image Group


Corporate Ethics International E F Schumacher Society

Chicago, IL 60622
720 SW Washington Street, Suite 600 Portland, OR 97205-3508 140 Jug End Road Great Bamngton, MA 01230 300 Broadway Suite 28 San Francisco, CA 941333312 391 Herrington Hill Road Greenwich, NY 12834 US Office 1877 Garden Avenue Eugene. OR 97403 4903 Morena Blvd Suite 1215 San Diego, CA 92117

55-0809516 501(c)(3) Public Chanty

9,000 00 Triangulation project

75-3133181

501(c)(3) Public Chanty

35 000 00 Business Ethics Network 20 000 00 BerkShares local currency

03-0278626 501(c)(3) Public Chanty

Earth Island Institute / Energy Action Coalition Easton Mountain

94-2889684 501(c)(3) Public Charity 01-0778873 501(c)(3) Public Chanty

25 000 00 general support for Energy Action Coalition 10,950 00 general support

Environmental Law Alliance Worldwide

94-3116602 501(c)(3) Public Chanty

12,500 00 General Support

Floresta USA, Inc Freedom Project

33-0052976 501(c)(3) Public Charity 91-2129474 501(c)(3) Public Chanty

19 400 00 microenterpnse loan capital for women within Floresta's cooperatives in Haiti 7 000 00 General support

PO Box 22021
Seattle, WA 98122

Schedule I Part II Receipients who received more than 55,000 Line 1

Schedule I Grants and Other Assistance to Organizations. Governments and Individuals in the United States

1717 Massachusetts Avenue. NW Suite 600 Friends of the Earth Getting Out by Going In Global Response In the Heart of the Beast Puppet and Mask Theatre Insight Meditation Center of Newburyport

Washington, DC 20036-2002 23-7420660 501(c)(3) Public Chanty


PO Box 5242 Playa Del Rey, CA 90296 PO Box 7490 Boulder, CO 80306-7490 1500 East Lake Street Minneapolis, MN 55407 443 Middle Street West Newbury, MA 01985 805 Fourth Street 20-3264893 501(c)(3) Public Chanty 74-2494627 501(c)(3) Public Chanty 41.1251313 501(c)(3) Public Chanty 05-0629971 501(c)(3) Public Chanty

8,925 00 Campaigns against genetically engineered food 20,000 00 GOGI Campus program 30,000 00 General Support 8 000 00 'Decorate the Well in Gratitude' ceremonial arts event 7,850 00 General support

Suite 3
Insight Prison Project Institute for Media Analysis / Laura Flanders Limited International Humanities Center I Election Defense Alliance International Humanities Center I Palast Investigative Fund Iowa Citizens for Community Improvement Justice Through Music Project Latina Initiative San Rafael, CA 94901 143 West 4th Street New York, NY 10012 94.3370665 501(c)(3) Public Chanty 13.3331313 501(c)(3) Public Charity 33.0767921 501(c)(3) Public Chanty 8,000 00 General support 8 300 00 Laura Flanders Limiteds "GRIT TV' 25 000 00 general support for Election Defense Alliance 35 000 00 Palast Investigative Fund 's New Attack on the Right to Vote in the USA project 25 000 00 Voter- Owned Iowa Clean Elections (VOICE) 20,000 00 General support 30 000 00 General Support

PO Box 923
Malibu, CA 90265 PO Box 923 Malibu, CA 90265 2001 Forest Avenue Des Moines. IA 50311 PO Box 9576 Washington, DC 20016 1536 Wynkoop Street 4B Denver, CO 80202 1540 Market Street Suite 490 San Francisco, CA 94102 25873 246th Street Okaton, SD 57562 406 Atmar Avenue Santa Cruz, CA 95060 PO Box 2612 Charlottesville, VA 22902 1474 University Avenue Suite 105 Berkeley, CA 94702 c/o Nossarnan Gunther Knox & Elliot 915 L Street, Suite 1000 Sacramento, CA 95814 2314 University Avenue West Suite 20 St Paul, MN 55114 1522 Cerro Gordo Road Santa Fe, NM 87501 PO Box 937 Brookline. MA 02446 317 SW Alder Suite 1050 Portland, OR 97204 222 NW Davis, Suite 309 Portland, OR 97209 PO Box 772 Port Townsend, WA 98368 723 Allendale Street Santa Fe, NM 87505 1230 Markel Street Box 517 San Francisco, CA 94946

33-0767921 501(c)(3) Public Chanty 42-1110721 501 (c)(3) Public Charity

27-0051467 501(c)(3) Public Chanty 20-3097667 501(c)(3) Public Chanty

Legal Services for Prisoners with Children / Free Battered Women Lighthouse Enterprises for Children Living Bodges Foundation I Council for Cultural and Biological Diversity Living Education Center for Ecology and the Arts / Choral Earth

94-3080408 501(c)(3) Public Charity 73-1723319 501(c)(3) Public Chanty 77-0503014 501(c)(3) Public Chanty 54-1724489 501(c)(3) Public Chanty

10,100 00 Free Battered Women 7,650 00 Food for Haiti 9 875 00 Council for Cultural and Ecological Diversdys Marine Turtle Conservation Project 5,000 00 Choral Earth 's "Sing Your Parr program

MAPUght org

33-1094233 501 (c)(3) Public Charity

30,000 00 General Support

MicroCredit Enterprises

20-3154063 501(c)(3) Public Chanty

19 400 00 Permanent Fund to Alleviate Extreme Poverty

Minnesota Council of Nonprofits New Energy Economy 11 Sky New Mexico No Limits Media Inc

36-3501477 501(c)(3) Public Chanty 20-2845513 501(c)(3) Public Chanty 01-0579504 501(c)(3) Public Chanty

25 000 00 Nonprofit Voter Engagement Network 28,975 00 1 Sky New Mexico's general support 8 650 00 The Gift A Photographic Exhibition Exploring Life Beyond Limits

Northwest Earth Institute Oregon Environmental Council Organic Seed Alliance Permacultura America Latina

93-1075047 501(c)(3) Public Chanty 93-0578714 501(c)(3) Public Chanty 51-0175667 501(c)(3) Public Chanty 85-0387435 501(c)(3) Public Charity

20 000 00 General Support 27 000 00 general support 20,000 00 Community Seed Systems project 9,600 00 Expansion of micro credit loan service for Permabanco in the Amazon

Planetwork I Global Cooling Prison Dharma Network Project AVARY Puente a La Salud Comunitana Ramforest2Reef

94.3366969 501(c)(3) Public Charity 04.3270385 501(c)(3) Public Chanty 68-0433289 501(c)(3) Public Chanty 30-0258491 501(c)(3) Public Charity 94-380099 501(c))3) Public Chanty

44 500 00 Global Cooling's project on cloud seeding to avert catastrophic global warming 10 000 00 General support 14 400 00 General support 11,400 00 Healthy Families project 7 500 00 General Support

P 0 Box 4623
Boulder, CO 80306 1018 Grand Avenue San Rafael, CA 94901 24 Waterway, Suite 300 The Woodlands TX 77380 PO Box 735 Tahoe City, CA 96145

Schedule I Part II Receipients who received more than 55,000 Line 1

r
Schedule I Grants and Other Assistance to Organizations, Governments and Individuals in the United States

Restorative Resources

Rudolf Steiner Foundation Southeast Regional Economic Justice Network SouthWest Organizing Project Species Alliance Strategic Concepts in Organizing and Policy Education / California Alliance

Students for a Sensible Drug Policy Foundation

Sustainable Connections

3440 Airway Drive Suite E Santa Rosa, CA 95403 1002A O'Reilly Avenue San Francisco, CA 941290915 PO Box 240 Durham, NC 27702 211 10th Street, SW Albuquerque, NM 87102 5200 San Pablo Avenue Emeryville, CA 94608 1715 West Florence Avenue Los Angeles, CA 90047 1623 Connecticut Avenue, NW Third Floor Washington, DC 20009 119 N Commercial Street #350 Bellingham, WA 98225 651 Pennsylvania Avenue,

94-3389695 501(c)(3) Public Charity

12,500 00 General support

13-6082763 501(c)(3) Public Charity 56-1879868 501(c)(3) Public Chanty 85-0361425 501(c)(3) Public Charity 20-3891883 501(c)(3) Public Chanty 95-4635737 501(c)(3) Public Chanty

57,000 00 Fund for Complementary Currencies 35 000 00 Southern Youth Political Participation Campaign 30 000 00 General Support 10 000 00 General Support 30 000 00 California Alliance's Progressive Electoral Project

52-2296291

501(c)(3) Public Chanty

25,800 00 general support

75-3041952 501(c)(3) Public Chanty

30,000 00 General Support

SE
Taxpayers for Common Sense Teaching Peace Washington, DC 20003-4303 52-1941122 501(c)(3) Public Charity 333 Terry Street Longmont CO 80501 84-1291133 501(c)(3) Public Chanty Office of Institutional Advancement 1938 Liacouras Walk Philadelphia, PA 19122 23-1365971 501(c)(3) Public Chanty 220 Montgomery Street, 11,000 00 Agricultural Subsidies project 13,200 00 General support and bilingual services

Temple University

16,200 00 Inside-Out Prison Exchange Program

Suite 450
The Regeneration Project San Francisco, The Presidio PO Box 29907 San Francisco 0903 The Presidio PO Box 29907 San Francisco, 0903 The Presidio PO Box 29907 San Francisco, 0903 The Presidio CA 94104 94.3335236 501(c)(3) Public Chanty 10 000 00 General Support

CA 9412994-3213100 501(c)(3) Public Chanty 11 000 00 All-Ages Movement Projects 2008 Leadership Exchange Program

Tides Center I All-ages Movement Project

CA 9412994-3213100 501(c)(3) Public Chanty 25,000 00 general support for Institute for Children's Environmental Health

Tides Center / Institute for Children's Environmental Health

CA 9412994-3213100 501(c)(3) Public Chanty 16,000 00 Life After Exoneration's Sustainable Services Project

Tides Center I The Life After Exoneration Program

PO Box 29903
Tides Foundation TimeBanks USA San Francisco, CA 94129. 0903 5500 39th Street NW Washington. DC 20015 132 West 112th Street Ground Level New York, NY 10026 132 West 112th Street Ground Level New York, NY 10026 123 William Street 16th Floor New York, NY 10038 51-0198509 501(c)(3) Public Charity 52.1950242 501(c)(3) Public Charity 48 642 11 Flying Dog Fund 20 000 00 new membership division

Twenty First Century Foundation

13-3363860 501(c)(3) Public Chanty

5,800 00 To support the Hurricane Katrina Recovery Fund

Twenty First Century Foundation

13-3363860 50t(c)(3) Public Chanty

194 200 00 Hurricane Katrina Recovery Fund

Urban Justice Center Verified Voting Foundation Volcano Love White Earth Land Recovery Project World Education Center for Civic Action Velvet Revolution

13-3442022 501(c)(3) Public Chanty 20-0765743 501(c)(3) Public Charity 11-3536533 501(c)(3) Public Chanty 41-1673625 501(c)(3) Public Chanty 13-1804349 501(c)(3) Public Chanty 02-0779812 501(c)(4) Social Welfare Organization 20-1935517 501(c)(4) Social Welfare Organization

6,000 00 General support 10 000 00 General support 11,000 00 to support free community programs 20,600 00 Pine Point Farm to School Project 9,350 00 Cambodian Living Arts 45 000 00 New Mexico Clean Election Campaign 35 000 00 Election Protection Strike Force

PO Box 4104
Carlsbad, CA 92018

524 Bergen Street


Brooklyn, NY 11217 607 Main Avenue Callaway, MN 56521 44 Farnsworth Street Boston, MA 02210 PO Box 27616 Albuquerque, NM 87125 PO Box 9576 Washington, DC 20016

Schedule I Part II Receipients who received more than E5 000 Line 1

r
Schedule I Grants and Other Assistance to Organizations, Governments and Individuals in the United States

Environmentalism Through Inspiration and Non Violent Action / Code Pink Environmentalism Through Inspiration and Non Violent Action / Code Pink Environmentalism Through Inspiration and Non Violent Action I Code Pink Environmentalism Through Inspiration and Non Violent Action I Code Pink Environmentalism Through Inspiration and Non Violent Action / Code Pink

Institute for Policy Studies I Other Worlds International Humanities Center I Voter Action

20178 Rockport Way Malibu, CA 90265 20178 Rockport Way Malibu, CA 90265 20178 Rockport Way Malibu, CA 90265 20178 Rockport Way Malibu, CA 90265 20178 Rockport Way Malibu, CA 90265 1112 16th Street, NW Suite 600 Washington DC 20036 PO Box 923 Malibu, CA 90265

95-4658841 95-4658841 95-4658841 95-4658841 95-4658841

Other Non-Profit Organization Other Non-Profit Organization Other Non-Profit Organization Other Non-Profit Organization Other Non-Profit Organization

50,000 00 General support 100,000 00 General support for Code Pink 100,000 00 General support for Code Pink 100,000 00 General support for Code Pink 150 000 00 General support for Code Pink

52.0788947 Other Non-Profit Organization 33-0767921 Other Non-Profit Organization

8 700 00 general support of Other Worlds 20 800 00 Voter Action

Neighborhood Network Research Center / Amagansett Springs Aquifer Protection

7180 Republic Airport East Farmingdale, NY 11735 11.3059539 Other Non-Profit Organization 1230 Market Street Box 517

8,000 00 General Support

Planetwork / Global Cooling

San Francisco, CA 94946


The Presidio

94-3366969 Other Non-Profit Organization

12 000 00 To support the Global Cooling project for work on cloud seeding to avert catastrophic global warming

PO Box 29907
Tides Center I Generational Alliance San Francisco, CA 941290903 94-3213100 Other Non-Profit Organization 8 000 00 Vote HipHop

Total

242456 11

Schedule I Part II Receipients who received more than $5,000 line 1

Schedule I (Form 990) 2008 Threshold Foundation 13-3028214 Pa ge 2 Fart III Grants and Other Assistance to Individuals in the United States . Complete if the organization answered 'Yes' on Form 990, Part IV, line 22. Use Schedule I-1 (Form 990) if additional space is needed.
(a) Type of grant or assistance I (b) Number of recipients (c) Amount of cash grant (d) Amount of non cash assistance (e) Method of valuation (book, FMV, appraisal, other) (f) Description of non cash assistance

Tart IV I Supplemental Information . Complete this part to provide the information required in Part I, line 2. and any other additional information.

_F' art I, Line 2_ Grantmaker's Description of How Grants are Used


- - Thorough due diligence-is conducted-in-advance-of funding to determine-the-group' s_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ tax status_and_whether_the_grouQ is appropriate -from a_mission-perspective. All _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ cgrantees receive a-written_grant agreement-which indicates_whether_lobbving is_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _Rermissible and by-accepting payment,- the grantee agrees to the -conditions-of the ----------------------------_ _ award, -which provide assurance-that-funds will-not-be used-for-any-prohibited _ _ _ _ - - - _ - _ --------------------_Rurpose -. - - - - - - - - - - - - - ------------- -----------------------------------------------------------------------------------------------------------------------------------------------_ _ _If_a crrant_is restricted to -a particular non-lobbying purpose, _organizations further -----------------------_ _ agree that_(i)_any_pprtion_of the grant not used for the stated purpose must be --------------------------------repaid, BAA
TEEA3902L 10/02/08

(ii)

not to use any portion of the grant carry on propaganda or to attempt to Schedule I (Form 990) 2008

2008

Schedule I, Part IV - Supplemental Information


Threshold Foundation

Page 3
13-3028214

Part I, Line 2 - Grantmaker's Description of How Grants are Used (continued) influence specific legislation either by direct or grassroots lobbying. Part IV - Additional Supplemental Information Based on a risk assessment, we may require a progress report for certain grants nine months after the grant award. We ask the grantee to submit a two page narrative describing the use of the funds and activities undertaken as a result of the grant (including lobbying activities, if permitted), along with a financial report.

SCHEDULE M
(Form 990)
'
Department of the Treasury
Internal Revenue Service Name of the organization

Non -Cash Contributions


^ To be completed by organizations that answered 'Yes'
on Form 990 , Part IV, lines 29 or 30 .
- Attach to Form 990 .

OMB No

1545 0047

2008
Opp to Pubs
It1Spect#At1 Employer identification number

Threshold Foundation Part I__ Types of Property


(a) Check if applicable (b) Number of Contributions

13-3028214
(c) Revenues reported on Form 990, Part VIII, line lg (d) Method of determining revenues

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29

Art-Works of art Art-Historical treasures Art-Fractional interests. Books and publications Clothing and household goods Cars and other vehicles Boats and planes Intellectual property Securities-Publicly traded Securities-Closely held stock Securities-Partnership, LLC, or trust interests Securities-Miscellaneous Qualified conservation contribution (historic structures) Qualified conservation contribution (other) Real estate-Residential Real estate-Commercial Real estate-Other Collectibles Food inventory Drugs and medical supplies Taxidermy Historical artifacts Scientific specimens Archeological artifacts ) Other ^ ( ---------------) Other ^ ( ---------------) Other ^ ( ---------------Other ^

57

194, 296. FMV

Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement

29 Yes No

30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? b If 'Yes,' describe the arrangement in Part II. 31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? b If 'Yes,' describe in Part II 33

30a 31 324

X X X

If the organization did not report revenues in column (c) for a type of property for which column (a) is checked, describe in Part II BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 2008

TEEA4601L

12/18/08

Is

ti

Pa g e 2 Schedule M (Form 990) 2008 Threshold Foundation 13-3028214 Part [I Supplemental Information . Complete this part to provide the information required by Part I, lines 30b, 32b, and 33. Also complete this part for any additional information.

BAA

TEEA4S02L 07/14/08

Schedule M (Form 990) 2008

SCHEDULE 0
(Form 990)

Supplemental Information to Form 990


^ Attach to Form 990 . To be completed by organizations to provide additional information for responses to specific questions for the Form 990 or to provide any additional information.

OMB No 1545 0047

2008
Department of the Treasury Internal Revenue Service
Name of the organization

Open tom is

In"

Employer identi fication number

-3028214 Form 990. Part III, Line 1_ Organization Mission _ As_a progressive foundation and a community of_indiv_iduals_united through wealth ---------- -Threshold attemfts______________ --------------------- _ _ _ _ _ _ _ _ _ _ -

to be a powerful and visible model of conscious _effective philanthropes _ _ _ _ _ _ _ _ _ -

to create fertile training grounds that support the full_and_authentic expression -- of_passions andourpose----------------------------------------------

to be -a dynamic forum for learning about_social issues and the people working to_

_ _ address -them --_ _ _ ----------------------------------------------------

to cultivate-and-continually- renew the heart - and-soul of-our-community ... ... ... ..

to be -a vibrant, _growing_and_diverse_multi generational membership organization _ _ -------------------------------------------------------------------_ to transform wealth into-an instrument of chancre ---------------------------Form 990, Part VILLine 10_ Form 990 Review Process ---------------------------------

_ _ The Form 990 is reviewed by members-of-the-audit committee, as well as as the Board -------------------------- -President,-Foundation Manager and Finance staff _ ----------------------------_ - Form 990, Part VI , Line 19 _ Other Organization Documents Publicly Available ------------------

Guidestar website and available upon request. --------------------------------------------------------------------

BAA For Privacy Act and paperwork Reduction Act Notice , see the instructions for Form 990

TEEA4901 L

12/19/08

Schedule 0 (Form 990) 2008

Form

8868

Appl ication for Extension

(Rev April 2008) Department of the Treasury

of Time To F Ile an Exempt Organization Return


File a separate application for each return.

OMB No

1545.1709

Internal Revenue Service

If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part II (on page 2 of this form).

Do not complete Part // un/essyou have already been granted an automatic 3-month extension on a previously filed Form 8868. Palrt f- ` Automatic 3-Month Extension of Time. Only submit original (no copies needed).
A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part I only All other corporations (including 1120-C filers), partnerships, REMICS, and trusts must use Form 7004 to request an extension of time to file income tax returns. Electronic Filing (e-fi/e), Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to file one of the returns noted below (6 months for a corporation required to file Form 990-T). However, you cannot file Form 8868 electronically if (1) you want the additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group returns, or a composite or consolidated Form 990-T. Instead, you must submit the fully completed and signed page 2 (Part II) of Form 8868. For more details on the electronic filing of this form, visit www.frs.gov/efile and click on e-file for Charities & Nonprofits.
Name of Exempt Organization Type or Employer identification number

print
File by the due date for filing your return See instructions

Threshold Foundation
Number, street, and room or suite number If a P 0 box, see instructions

13 -3028214

PO Box 29903
city, town or post office, state, and ZIP code For a foreign address, see instructions

San Francisco, CA 94129-0903


Check type of return to be filed (file a separate application for each return). Form 990-T (corporation) X Form 990 Form 990-T (section 401 (a) or 408(a) trust) Form 990-BL Form 990-T (trust other than above) Form 990-EZ Form 1041-A Form 990-PF Form 4720 Form 5227 Form 6069 Form 8870

The books are in the care of - Maria Bernasconi ------------------------------------

Telephone No . ^ ---------- - ---_-_ 415-561- 6400

FAX No. 01 -----------------

If the organization does not have an office or place of business in the United States , check this box If this is for a Group Return , enter the organization ' s four digit Group Exemption Number (GEN) . If this is for the whole group, check this box 01, F] . If it is for part of the group , check this box 10and attach a list with the names and EINs of all members the extension will cover. 1 I request an automatic 3 -month (6 months for a corporation required to file Form 990 -T) extension of time until _ 8/15_ _ _ , 20 09_ , to file the exempt organization return for the organization named above. The extension is for the organization 's return for. XX calendar year 20 08_ or tax year beginning - _ - - - - - -, 20 2 If this tax year is for less than 12 months, check reason: , and endin g 11 Initial return , 20 0 Final return Change in accounting period

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions .

3a $ 3b $

0. 0.

3c , $

0.

Caution . If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions. BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions . Form 8868 (Rev. 4-2008)

FIFZ0501 L 04116108

C: (0

Form 8868 (Rev 4-2008) If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part 11 and check this box Note . Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868. If you are filing for an Automatic 3-Month Extension , com plete only Part I (on page 1 ) .

Page 2 X

`Part f"
Type or

Additional (Not Automatic) 3-Month Extension of Time. You must file original and one copy.
Name of Exempt Organization Employer identification number

print
File by the extended

Threshold Foundation
Number, street , and room or suite number If a P 0 box, see instructions

,13-3028214
For IRS use only

Check type of return to be filed (File a separate application for each return) X Form 990 Form 990-PF Form 1041-A Form 6069 Form 990-BL Form 990-T (section 401(a) or 408(a) trust) Form 4720 Form 8870 Form 990-EZ Form 990-T (trust other than above) Form 5227 STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868. The books are in care of - Maria Bernasconi

-----------------------------------Telephone No. 0415-561-6400 _____ FAX No. 0-_ _ _ _ _ _ _ _ _ _

If the organization does not have an office or place of business in the United States, check this box . If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check this box F] . If it is for part of the group, check this box and attach a list with the names and EINs of all members the extension is for. 4 I request an additional 3-month extension of time until 11/15 5 For calendar year 2008 , or other tax year beginning 6 If this tax year is for less than 12 months, check reason El initial return 20 09. 20 and ending_ _ f Final return 20 Change in accounting period

7 State in detail why you need the extension The Organization rectuires- additional time to gather the - ------ -------------information necessary to file- a complete and accurate return. ----------------------------------------------8a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See Instructions b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit and any amount paid previously with Form 8868 c Balance Due. Subtract line 8b from line 8a. Include your payment with this form, or, if required, deposit 8a $

8b $

with FTD cou pon or, if re q uired, by usin g EFTPS (Electronic Federal Tax Pa yment S ystem ) . See Instrs Signature and Verification

Sc $

Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete, and that I am authors d to prepare this form

Signature

11--

OAA&e-l

tle

cl-M

Date

/(4 / O9

BAA

FIFZ0502L 04116/08

Form 8868 (Rev 4-2008)

Fontanello, Duffield & Otake, LLP 44 Montgomery Street, Suite 2019 San Francisco, CA 94104

(c on

PIDY

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