2023-11-14T21:42:24-06:00 2022-12-31 943108253 NOVOGRADAC & COMPANY LLP PO BOX 7833 SAN FRANCISCO CA 941207833 990 2022-01-01 943288854 CANON BARCUS INC CANO 4154873300 165 8TH STREET 3RD FLOOR SAN FRANCISCO CA 94103 MARY ELIZABETH STOKES PRESIDENT 4154873300 2023-11-14 1 MARY ELIZABETH STOKES 999009999 0 MELISSA CHUNG P01800871 4153568000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY ELIZABETH STOKES 165 8TH STREET 3RD FLOOR SAN FRANCISCO CA 94103 40750 0 X N/A X 1997 CA THE CHARITABLE PURPOSES OF CANON BARCUS, INC. ARE EXCLUSIVELY TO BENEFIT AND SUPPORT EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION IN ACCORDANCE WITH SEC. 509(A)(3)(A) BY 1) PROVIDING AFFORDABLE HOUSING FOR LOW-INCOME PERSONS, WHERE NO ADEQUATE HOUSING EXISTS FOR SUCH GROUPS; 2) PROVIDING DECENT, SAFE & SANITARY HOUSING FOR LOW-INCOME PERSONS, OR FOR THOSE WHO ARE HOMELESSOR IN IMMINENT DANGER OF HOMELESSNESS, OR WHO ARE DISPLACED FROM URBAN RENEWAL AREAS, OR AS A RESULT OF GOVERNMENTAL ACTION, OR A DISASTER WHERE INSUFFICIENT HOUSING EXISTS FOR SUCH GROUPS; 3) OWNING AND/OR LEASING & OPERATING FACILITIES TO SHELTER, FEED, CLOTHE, COUNSEL AND REHABILITATE UNEMPLOYED AND HOMELESS INDIVIDUALS; AND 4) CONDUCTING PROGRAMS AND ACTIVITIES IN EDUCATION, SOCIAL WORK, HEALTH & RECREATION WHICH ARE DEDICATED TO IMPROVING THE QUALITY AND PRODUCTIVITY OF THE LIVES OF INDIVIDUALS AND FAMILIES IN SAN FRANCISCO. 10 9 0 9 0 0 0 0 40184 40750 0 0 0 0 40184 40750 0 0 0 0 0 0 0 0 0 538812 522728 538812 522728 -498628 -481978 177559 110544 78103 493067 99456 -382523 CANON BARCUS, INC. IS THE GENERAL PARTNER IN CANON BARCUS ASSOCIATES, LP AND EXISTS TO SUPPORT THE PARTNERSHIP IN ITS EFFORTS TO DEVELOP, CONSTRUCT AND OPERATE HOUSING FACILITIES FOR LOW-INCOME PERSONS. 0 0 522728 40750 CANON BARCUS, INC. IS THE GENERAL PARTNER IN CANON BARCUS ASSOCIATES, LP AND EXISTS TO SUPPORT THE PARTNERSHIP IN ITS EFFORTS TO DEVELOP, CONSTRUCT AND OPERATE HOUSING FACILITIES FOR LOW-INCOME PERSONS. 522728 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 CA X THE ORGANIZATION 4154873300 165 8TH STREET 3RD FLOOR SAN FRANCISCO CA 94103 MARY ELIZABETH STOKES PRESIDENT 1.00 42.00 X X 0 297866 26716 RICHARD SPRINGWATER CHAIRMAN 1.00 3.00 X X 0 0 0 DAVID COOKE SECRETARY 1.00 3.00 X X 0 0 0 MICHAEL FRANKLIN DIRECTOR 1.00 2.00 X 0 0 0 BARBARA SOLOMON DIRECTOR 1.00 2.00 X 0 0 0 TODD CLAYTER VICE PRESIDENT 1.00 3.00 X X 0 0 0 FREDERIC KNAPP DIRECTOR 1.00 2.00 X 0 0 0 DARA SILVEIRA DIRECTOR 1.00 2.00 X 0 0 0 JON RODRIGUEZ DIRECTOR 1.00 2.00 X 0 0 0 KATE HARTLEY DIRECTOR 1.00 2.00 X 0 0 0 0 297866 26716 0 0 1 0 0 MANAGEMENT FEE 531390 40750 40750 40750 40750 40750 0 0 LOSS FROM PARTNERSHIP 476953 476953 MANAGEMENT FEE EXPENSE 40750 40750 TAX PREPARATION FEES 5000 5000 TAXES & LICENSES 25 25 522728 522728 0 0 101431 0 76128 110544 177559 110544 78103 493067 78103 493067 X 99456 -382523 99456 -382523 177559 110544 -481978 0 X X 0 1 X 1 0 X X 1 EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO 943096716 7 1 522728 0 1 522728 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 DUE FROM CANON BARCUS ASSOC. LP 10332 ASSET MANAGEMENT FEE RECEIVABLE 40212 INCENTIVE MANAGEMENT FEE RECEIVABLE 60000 110544 INCENTIVE MANAGEMENT FEE PAYABLE 60000 ASSET MANAGEMENT FEE PAYABLE 40212 DUE TO ECS 17333 INVESTMENT IN CANON BARCUS ASSOCIATES, LP 375522 493067 X PART X, LINE 2: THE FILING ORGANIZATION IS RELATED TO EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO (ECS) AND IS INCLUDED AS A MEMBER IN ECS'S CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED 6/30/2022. THE FIN 48 FOOTNOTE ON THE CONSOLIDATED FINANCIAL STATEMENTS DISCLOSES THE FOLLOWING: MANAGEMENT EVALUATED ECS'S TAX POSITIONS AND CONCLUDED THAT ECS HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS WITH FEW EXCEPTIONS, ECS IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL OR STATE AUTHORITIES FOR YEARS ENDED BEFORE 2019 AND 2018, RESPECTIVELY. 0 0 0 0 0 0 0 0 0 MARY ELIZABETH STOKES PRESIDENT 0 297866 0 0 0 0 0 17910 0 8806 0 324582 0 0 PART I, LINE 3 COMPENSATION SURVEY OR STUDY WAS USED TO ESTABLISH COMPENSATION OF RELATED ORGANIZATION'S EXECUTIVE(S). BOARD OR COMPENSATION COMMITTEE'S APPROVAL IS ALSO REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B ACCOUNTING MANAGER AND ASSISTANT CONTROLLER OF HOUSING AFFILIATES TEAM PREPARE QUESTIONNAIRE, REVIEW WITH CFO AND PRESIDENT OF THE SPONSOR ORGANIZATION (ECS) BEFORE SUBMISSION TO THE AUDITORS; DRAFTS OF FORM 990 TO BE PROVIDED TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO ASSURE IMPARTIAL DECISION-MAKING, IT IS THE POLICY OF CANON BARCUS, INC.(CBI) THAT ANY CONFLICTS OF INTEREST, OR ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, BE FULLY DISCLOSED BEFORE A DECISION IS MADE ON THE MATTER INVOLVED, AND THAT NO DIRECTOR PARTICIPATE (OTHER THAN BY PROVIDING INFORMATION) IN ANY DECISION IN WHICH HE OR SHE HAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE BOARD OF DIRECTORS WILL NOT APPROVE, AND CBI WILL NOT PARTICIPATE IN, ANY SELF-DEALING OR EXCESS BENEFIT TRANSACTION PROHIBITED BY LAW. NO DIRECTOR SHALL PARTICIPATE IN THE SELECTION, AWARD OR ADMINISTRATION OF A CONTRACT SUPPORTED BY FEDERAL FUNDS IF A REAL OR APPARENT CONFLICT OF INTEREST WOULD BE INVOLVED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR OF EPISCOPAL COMMUNITY SERVICES (THE SPONSOR ORGANIZATION) IS ALSO THE PRESIDENT OF CANON BARCUS INC. COMPARABILITY DATA, PERFORMANCE AND COMPENSATION IS REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS OF ECS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE AND WOULD BE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: DURING THE TAX YEAR, THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS. EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO 165 8TH STREET 3RD FLR SAN FRANCISCO CA 94103 943096716 HOMELESS SHELTERS, HOUSING, SUPPORT SERVICES, HOUSING DEVELOPER CA 501(C)(3) LINE 7 N/A 0 CANON KIP INC 165 8TH STREET 3RD FLR SAN FRANCISCO CA 94103 943152652 GP ACTIVITIES FOR RENTAL REAL ESTATE - LOW INCOME HOUSING CA 501(C)(3) LINE 12A, I EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO 0 ECS HOUSING CORPORATION 165 8TH STREET 3RD FLR SAN FRANCISCO CA 94103 832707481 ORGANIZATION THAT BENEFITS AND SUPPORTS ECS IN ACQUIRING, DEVELOPING, ETC. CA 501(C)(3) LINE 12A, I EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO 0 275 10TH STREET ASSOCIATES LP 165 8TH STREET 3RD FLR SAN FRANCISCO CA 94103 721601722 RENTAL REAL ESTATE - LOW INCOME HOUSING CA N/A N/A 0 0 CANON BARCUS ASSOCIATES LP 165 8TH STREET 3RD FLR SAN FRANCISCO CA 94103 943390577 RENTAL REAL ESTATE - LOW INCOME HOUSING CA CANON BARCUS INC RELATED -43083 1491213 0 1 0.00100 CANON KIP ASSOCIATES II LP 165 8TH STREET 3RD FLR SAN FRANCISCO CA 94103 811612750 RENTAL REAL ESTATE - LOW INCOME HOUSING CA N/A N/A 0 0 1064 MISSION LP 165 8TH STREET 3RD FLR SAN FRANCISCO CA 94103 833110001 RENTAL REAL ESTATE - LOW INCOME HOUSING; DEVELOPMENT/CONSTRUCTION OF RENTAL CA N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0