2024-07-15T13:39:03-05:00 2023-12-31 920460586 PWC US TAX LLP 405 HOWARD STREET SUITE 600 SAN FRANCISCO CA 94105 990PF 2023-01-01 853085331 ROSETIME FOUNDATION ROSE 6504935600 755 PAGE MILL ROAD A-200 PALO ALTO CA 94304 JAMES N WHITE PRESIDENT 6504935600 2024-07-03 1 JAMES WHITE XXX-XX-XXXX 1 ROBERT D FARR P00602311 4154985000 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 23215957 X X 200 200 231973 231973 2400600 3412132 2400600 3629349 0 6262122 2632773 0 0 0 6773 6773 0 38709 38709 0 30025 25 0 75507 45507 0 1155000 1155000 1230507 45507 1155000 5031615 2587266 153580 100538 100538 8707696 11003978 11003978 9323066 12111441 12111441 18184342 23215957 23215957 0 0 X 0 0 0 0 18184342 23215957 18184342 23215957 18184342 23215957 18184342 5031615 0 23215957 0 23215957 6,064 SHS NVIDIA CORPORATION 2010-07-09 2023-06-05 2375689 12352 2363337 2363337 9,280 SHS SPDR BLOOMBERG 2023-06-07 2023-10-12 850041 849120 921 921 1,640 SHS SPDR BLOOMBERG 2023-06-07 2023-12-13 150174 150060 114 114 CAPITAL GAINS DIVIDENDS P 36228 36228 36228 2400600 35963 0 35963 0 35963 36198 0 10000 0 46198 X 0 10235 10235 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 0 0 0 1 N/A SUTTER HILL VENTURES 6504935600 755 PAGE MILL ROAD STE A-200 PALO ALTO CA 94304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES N WHITE 755 PAGE MILL ROAD BLDG A-200 PALO ALTO CA 94304 PRESIDENT, SECRETARY, TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 21012900 130123 0 21143023 0 0 21143023 317145 20825878 1041294 1041294 35963 35963 1005331 0 1005331 0 1005331 1155000 0 1155000 1005331 0 0 59142 59142 1155000 0 0 0 1005331 149669 0 0 208811 0 0 0 0 0 0 0 208811 59142 149669 JAMES N WHITE X LUMIND IDSC 20 MALL RD SUITE 200 BURLINGTON MA 01803 PC FUNDING FOR THE DOWN SYNDROME RESEARCH 870000 THE KELSEY 1 SANSOME STREET SUITE 3500 SAN FRANCISCO CA 94104 PC FUNDING FOR THE HOUSING DEVELOPMENT PROGRAM FOR PEOPLE WITH DISABILITIES 250000 VISTA CENTER - SIGHT TECH GLOBAL 2500 EL CAMINO REAL STE 100 PALO ALTO CA 94306 PC FUNDING FOR THE VISUALLY IMPAIRED INDIVIDUALS 20000 DISABILITY RIGHTS CALIFORNIA 1000 BROADWAY SUITE 395 OAKLAND CA 94607 PC SPONSORSHIP FOR THE DRC GALA 15000 1155000 0 14 200 14 231973 14 3629349 18 2400600 0 6262122 0 6262122 0 0 0 0 0 0 0 0 0 0 TAX AND ACCOUNTING FEES 6773 6773 0 CORPORATE STOCK 11003978 11003978 ETF & CEF AT COST 8744551 8744551 MUTUAL FUNDS AT COST 3366890 3366890 UNREALIZED GAIN 3629349 0 3629349 INVESTMENT MANAGEMENT FEES 38709 38709 0 FEDERAL INCOME TAX 30000 0 0 CA FORM RRF-1 25 25 0