DAVIDOW FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: DAVIDOW FAMILY FOUNDATION (EIN 77-0449213)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-13
IRS object ID: 202421349349103687
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-13T16:41:30-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941341042	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRANK RIMERMAN & CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1801 PAGE MILL ROAD	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770449213	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAVIDOW FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DAVI	BusinessNameControlTxt
Phone	6508547236	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	85 ROBLES DRIVE	AddressLine1Txt
City	WOODSIDE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94062	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM DAVIDOW SONJA DAVIDOW	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6508547236	PhoneNum
Signature	2024-05-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	WILLIAM	PersonFirstNm
Person Last	DAVIDOW SONJA DAVIDO	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT N HOFFMAN	PreparerPersonNm
PTIN	P01062419	PTIN
Phone	6508458100	PhoneNum
Preparation	2024-05-07	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,906,820	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$177,833	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$177,833	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$540,020	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$11,087	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$23,688	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$23,688	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	-$338,499	TotalRevAndExpnssAmt
Total Net Invst Incm	$201,521	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$9,750	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$21,880	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$21,880	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$8,636	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$992	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$11,900	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$11,901	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$52,166	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$34,773	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,582,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,582,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$7,634,166	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$34,773	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,582,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$7,972,665	ExcessRevenueOverExpensesAmt
Net Investment Income	$166,748	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$886,126	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,588,697	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,588,697	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$7,803	AcctRcvblAmt
Acct Rcvbl BOY	$5,720	AcctRcvblBOYAmt
Acct Rcvbl EOY	$7,803	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$7,803	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$1,500,000	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$4,914,985	CorporateStockBOYAmt
Corporate Stock EOY	$1,096,858	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,516,568	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$5,750,989	CorporateBondsBOYAmt
Corporate Bonds EOY	$2,637,507	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$2,419,104	CorporateBondsEOYFMVAmt
Other Investments BOY	$912,062	OtherInvestmentsBOYAmt
Other Investments EOY	$679,030	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,374,648	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$13,969,882	TotalAssetsBOYAmt
Total Assets EOY	$6,009,895	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,906,820	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$29,831	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$39,581	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$29,831	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$39,581	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$13,940,051	RetainedEarningBOYAmt
Retained Earning EOY	$5,970,314	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$13,940,051	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,970,314	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$13,969,882	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,009,895	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$13,940,051	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$7,972,665	ExcessRevenueOverExpensesAmt
Other Increases	$2,928	OtherIncreasesAmt
Subtotal	$5,970,314	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,970,314	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt
SALES OF PUBLICLY TRADED SECURITIES	2023-12-01	2023-12-31	$28,830	-$28,830	-$28,830
SALES OF PUBLICLY TRADED SECURITIES	2022-01-01	2023-12-31	$522,277	-$522,277	-$522,277
DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH 1231 GAIN (LOSS)	2022-01-01	2023-12-31		$41	$41	P	$41
DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH GAIN (LOSS)	2022-01-01	2023-12-31		$11,046	$11,046	P	$11,046

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$540,020	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,318	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,318	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,318	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$8,392	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$617	BackupWithholdingWithheldAmt
Total Payments And Credits	$9,009	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$6,691	OverpaymentAmt
Applied To ES Tax	$6,691	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	WILLIAM H DAVIDOW	IndividualWithBooksNm
Phone	6508547236	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	85 ROBLES AVENUE	AddressLine1Txt
City	WOODSIDE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94062	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM H DAVIDOW SONJA A DAVIDOW
85 ROBLES DRIVE	WOODSIDE	CA	94062	PRESIDENT	1.00	$0	$0	$0
CAROLYN DAVIDOW PUTNEY
2887 WOODSIDE ROAD	WOODSIDE	CA	94062	DIRECTOR	0.00	$0	$0	$0
REBECCA DAVIDOW LOGAN
2995 WOODSIDE STE 400-420	WOODSIDE	CA	94062	DIRECTOR	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,595,483	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,348,381	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,943,864	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,943,864	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$119,158	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,824,706	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$391,235	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$391,235	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,318	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,318	TotalTaxAmt
Distributable Before Adj	$388,917	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$388,917	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$388,917	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,582,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$7,582,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$388,917	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$127,233	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,208,241	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$274,712	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$6,393,416	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$6,178,867	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$15,182,469	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,582,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$388,917	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$7,193,083	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$22,375,552	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$127,233	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$22,248,319	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,208,241	ExcessFromYear4Amt
Excess From Year3	$274,712	ExcessFromYear3Amt
Excess From Year2	$6,393,416	ExcessFromYear2Amt
Excess From Year1	$6,178,867	ExcessFromYear1Amt
Excess From Current Year	$7,193,083	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	WILLIAM H DAVIDOW SONJA A DAVIDOW	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
WOODSIDE-PORTOLA VALLEY PROTECTION FOUNDATION
3111 WOODSIDE ROAD	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
HORSE PARK AT WOODSIDE
3674 SAND HILL ROAD	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	GENERAL FUND	$25,000
ST LAWRENCE UNIV
23 ROMODA DR	CANTON	NY	13617	N/A	PUBLIC CHARITY	GENERAL FUND	$20,000
COLBY SAWYER COLLEGE
541 MAIN ST	NEW LONDON	NH	03257	N/A	PUBLIC CHARITY	GENERAL FUND	$5,050,000
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD	PASADENA	CA	91125	N/A	PUBLIC CHARITY	GENERAL FUND	$500,000
WORLD FOUNDATION FOR GIRL GUIDES & GIRL SCOUTS
PO BOX 6457 - DEPT 276	INDIANAPOLIS	IN	46206	N/A	PUBLIC CHARITY	PLEDGE FOR OUR CABANA	$60,000
WOODSIDE PRIORY
302 PORTOLA RD VALLEY	PORTOLO VALLEY	CA	94028	N/A	PUBLIC CHARITY	GENERAL FUND	$25,000
UCSF FOUNDATION
2001 THE EMBARCADERO 3RD FLOOR	SAN FRANCISCO	CA	94133	N/A	PUBLIC CHARITY	GENERAL FUND	$50,000
THE LOST WOMEN OF SCIENCE INITIATIVE - 501C3
656 DOUGLASS ST	SAN FRANCISCO	CA	94114	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
THE NATURE CONSERVANCY
620 DAVIS ST	SAN FRANCISCO	CA	94111	N/A	PUBLIC CHARITY	GENERAL FUND	$500,000
CALIFORNIA INSTITUTE OF TECHNOLOGY DEVELOPMENT
1200 E CALIFORNIA BLVD MC5-32	PASADENA	CA	91125	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000,000
GRATEFUL GUITARS
2995 WOODSIDE ROAD SUITE 260	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	GENERAL FUND	$25,000
WOODSIDE FIRE FOUNDATIONS
3111 WOODSIDE ROAD	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	DONATIONS	$10,000
SAN FRANCISCO SYMPHONY
201 VAN NESS AVE	SAN FRANCISCO	CA	94102	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
DARTMOUTH COLLEGE FUND
20 NORTH MAIN STREET	HANOVER	NH	03755	N/A	PUBLIC CHARITY	GENERAL FUND	$50,000
ASSISTANCE DOGS OF THE WEST
1590 SAN MATEO LANE	SANTA FE	NM	87505	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
KQED
2601 MARIPOSA STREET	SAN FRANCISCO	CA	94110	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
GUIDE DOGS FOR THE BLIND
PO BOX 151200	SAN RAFAEL	CA	94915	N/A	PUBLIC CHARITY	GENERAL FUND	$10,000
COMPUTER HISTORY MUSEUM
1401 N SHORELINE BLVD	MOUNTAIN VIEW	CA	94043	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
PHSSPCA
12 AIRPORT BLVD	SAN MATEO	CA	94401	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
NCE FT
880 RUNNYMEDE ROAD	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	GENERAL FUND	$500
PORTLAND MUSEUM OF ART
7 CONGRESS SQ	PORTLAND	ME	04101	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
FRIENDS OF HUDDART AND WUNDERLICH EDUCATION PROGRAMS
400 COUNTY CENTER	REDWOOD CITY	CA	94063	N/A	PUBLIC CHARITY	GENERAL FUND	$10,000
VESTED INTEREST IN K9S INC
PO BOX 9	EAST TAUTON	MA	02718	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
COLLEGE OF ENVIRONMENTAL DESIGNS
3801 WEST TEMPLE AVENUE	POMONA	CA	91768	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
NRCM
3 WADE STREET	AUGUSTA	ME	04330	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
PETS IN NEED
3281 E BAYSHORE ROAD	PALO ALTO	CA	94303	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
SHINE TOGETHER
508 VALLEY WAY	MILPITAS	CA	95035	N/A	PUBLIC CHARITY	GENERAL FUND	$10,000
CHP 11-99 FOUNDATION
3188 AIRWAY AVE SUITE C	COSTA MESA	CA	92626	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
LILY'S LEGACY SENIOR DOG
PO BOX 751002	PETALUMA	CA	94975	N/A	PUBLIC CHARITY	DONATIONS	$1,000
WOLF EDUCATION & RESEARCH
3029 69TH AVE W UNIT H	UNIVERSITY PLACE	WA	98466	N/A	PUBLIC CHARITY	GENERAL FUND	$500
WOOD COMM FOUNDATION
PO BOX 620494	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	WHOA - DAY OF THE HORSE	$5,000
KDFC RADIO
200 VAN NESS SUITE 219	SAN FRANCISCO	CA	94102	N/A	PUBLIC CHARITY	GIFT	$1,000
THE HORSE PARK
3674 SAND HILL ROAD	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	GIFT	$5,000
KKCR
4520 HANALEI PLANTATION ROAD	PRINCEVILLE	HI	96722	N/A	PUBLIC CHARITY	GIFT	$1,000	BUILDING D
DAWN REDWOOD TRUST
ONE BLACKFIELD DRIVE SUITE 331	TIBURON	CA	94920	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
FRIENDS OF HUDDART & WUNDERLICH PARKS
2961 WOODSIDE RD	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	GENERAL FUND	$50,000
THE FIT KIDS FOUNDATION
1143 CRANE ST STE 203	MENLO PARK	CA	94205	N/A	PUBLIC CHARITY	GENERAL FUND	$10,000
CAL TECH
1200 E CALIFORNIA BLVD MC5-32	PASADENA	CA	91125	N/A	PUBLIC CHARITY	GENERAL FUND	$50,000
THAYER SCHOOL OF ENGINEERING
15 THAYER DR	HANOVER	NH	03755	N/A	PUBLIC CHARITY	GENERAL FUND	$15,000
CRYSTAL SPRINGS UPLANDS SCHOOL THRIVE TOGETHER
400 UPLANDS DRIVE	HILLSBOROUGH	CA	94010	N/A	PUBLIC CHARITY	GENERAL FUND	$50,000
KCEA
480 JAMES AVENUE	REDWOOD CITY	CA	94062	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
MARINE MAMMAL CENTER
2000 BUNKER RD	SAUSALITO	CA	94965	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,582,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$177,833	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$23,688	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$540,020	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$338,499	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$338,499	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$9,750	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc
Amt	$0	Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY FLOATING RATE H	$242,133	$239,960
VANGUARD INFLATION-PROTECT SEC ADM	$1,629,827	$1,388,107
VANGUARD ST INV-GRADE ADM FUNDS	$765,000	$790,490
DFA ONE-YEAR FIXED INCOME	$547	$547

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PARAMETRIC CMDY STRAT	$130,382	$128,245
SPDR S&P MIDCAP 400 ETF	$300,088	$671,075
ISHARES CORE MSCI EAFE	$463,735	$552,938
VANGUARD COMMODITY STRATEGY ADMIRAL	$202,653	$164,310

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	TOWNSEND DIVERSIFIED REAL ESTATE FUND LP	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$679,030	BookValueAmt
EOYFMV	$1,374,648	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DEDUCTIONS FROM FLOWTHROUGH: DIVERSIFIED REAL ESTATE FUND	$11,658	$11,658	$0
NON-DEDUCTIBLE EXPENSES	-$1	$0	$0
MISCELLANEOUS EXPENSES	$243	$243	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME FROM FLOWTHROUGH - DIVERSIFIED REAL ESTATE FUND	Desc
Revenue And Expenses Per Books	$23,688	RevenueAndExpensesPerBooksAmt
Net Investment Income	$23,688	NetInvestmentIncomeAmt
Adjusted Net Income	$23,688	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED BOOK ADJUSTMENT	Desc
Amt	$2,928	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	REIMBURSABLE EXPENSES	Desc
BOY Book Value	$29,831	BOYBookValueAmt
EOY Book Value	$39,581	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$21,880	Amt
Net Investment Income	$21,880	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAX	$6,687	$0	$0
FOREIGN TAX	$992	$992	$0
FRANCHISE TAX BOARD	$857	$0	$0
LICENSE AND COMPLIANCE FEES	$100	$0	$0