2023-09-05T15:41:05-05:00 2022-12-31 DISASTER POSTPONEMENT CCA-2023-02/IR-2023-33 770164567 OFFEREINS JANDA ROE & MCCAHAN CPA'S 987 UNIVERSITY AVENUE SUITE 6 LOS GATOS CA 95032 990PF 2022-01-01 770140464 STEVEN L HALLGRIMSON FOUNDATION INC STEV 4082865800 TEN ALMADEN BOULEVARD 11TH FLOOR SAN JOSE CA 951132233 STEVEN L HALLGRIMSON PRESIDENT 4082865800 2022-08-31 1 STEVEN HALLGRIMSON 999009999 0 LESLIE E ROE P00231152 4083542205 2023-09-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3514266 X 542479 64 64 64597 63425 4023 4023 4023 80281 198814 80281 414 414 691858 148207 0 0 0 1700 0 1700 4147 0 4147 6390 6390 0 372 0 372 2474 193 2281 15083 6583 8500 227900 227900 242983 6583 236400 448875 141624 77240 551 551 33158 31724 31724 144 0 288 144 144 3651806 3481847 3481847 3762492 3514266 3514266 0 0 X 0 0 0 0 3762492 3514266 3762492 3514266 3762492 3514266 3762492 448875 0 4211367 697101 3514266 AUTO DATA PROCESSING P 2022-01-01 2022-12-14 489 39 450 450 BANK OF AMERICA P 2022-01-01 2022-04-22 4386 3416 970 970 CHARLES SCHWAB CORP P 2022-01-01 2022-01-12 1622 208 1414 1414 GSK PLC P 2021-08-27 2022-07-25 32 32 0 0 HUDSON PAC PPTYS INC P 2022-09-30 2022-11-23 48 73 -25 -25 PHILLIPS 66 P 2022-03-10 2022-03-10 25 25 0 0 SCOTTS MIRACLE GROW P 2022-09-12 2022-12-29 11 20 -9 -9 AUTO DATA PROCESSING P 2010-04-28 2022-12-14 12636 1912 10724 10724 BANK OF AMERICA P 2019-05-03 2022-01-12 24390 15250 9140 9140 CHARLES SCHWAB CORP P 2011-10-11 2022-01-12 7749 1014 6735 6735 EQUINOR P 2015-02-16 2022-12-01 42265 19453 22812 22812 HERITAGE COMMERCE CORP P 2007-03-02 2022-01-12 3653 6704 -3051 -3051 HUDSON PAC PPTYS INC P 2020-12-03 2022-11-23 790 2004 -1214 -1214 MARSH & MCLENNAN COMPANIES P 2022-06-01 2022-06-29 48251 46902 1349 1349 SCOTTS MIRACLE GROW P 2021-11-01 2022-12-29 475 1493 -1018 -1018 SIX FLAGS ENTERTAINMENT P 2016-02-08 2022-12-29 910 1896 -986 -986 VERIZON COMMUNICATIONS P 2010-03-05 2022-08-18 13268 11829 1439 1439 CHARLES SCHWAB US REIT P 2017-10-16 2022-03-11 19 17 2 2 FAIR ISSAC INTL CORP P 2004-12-15 2022-08-10 16600 1070 15530 15530 PHILLIPS 66 PARTNERS P 2021-05-17 2022-03-10 349 320 29 29 PHILLIPS 66 PARTNERS P 2019-05-28 2022-03-10 4165 4194 -29 -29 SCHWAB US SMALL CAP P 2017-03-17 2022-03-11 14 10 4 4 FAIR ISSAC INTL CORP P 2004-12-16 2022-10-11 1963 181 1782 1782 HOME DEPOT P 2004-09-22 2022-04-25 4058 471 3587 3587 CAPITAL GAINS DIVIDENDS P 10646 10646 10646 80281 1969 0 1969 0 1969 3000 0 0 24 3024 0 1055 1055 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A STEVEN L HALLGRIMSON 4082865800 TEN ALMADEN BLVD 11TH FLOOR SAN JOSE CA 951133233 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN L HALLGRIMSON TEN ALMADEN BLVD 11TH FLOOR SAN JOSE CA 951132233 PRESIDENT 0.00 0 0 0 ERIK L HALLGRIMSON TEN ALMADEN BLVD 11TH FLOOR SAN JOSE CA 951132233 SEC/TREASURER 0.00 0 0 0 ROD LINER 1926 EUCALYPTUS SAN CARLOS CA 94070 VICE-PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 3554881 71336 12162 3638379 0 0 3638379 54576 3583803 179190 179190 1969 1969 177221 0 177221 0 177221 236400 0 236400 177221 0 0 17585 17585 236400 0 0 0 177221 59179 0 0 76764 0 0 0 0 0 0 0 76764 17585 59179 STEVEN L HALLGRIMSON TEN ALMADEN BLVD 11TH FLOOR SAN JOSE CA 951133233 4082865800 LETTER OF APPLICATION FOR GRANT NONE AWARDS ARE LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. BAY AREA RIDGE TRAIL COUNCIL 391 SUTTER ST STE 701 SAN FRANCISCO CA 94108 NONE PUBLIC PUBLICPUBLIC 1000 BELLERMINE COLLEGE PREPARATORY 960 W HEDDING STREET SAN JOSE CA 95126 NONE PUBLIC EDUCATION 5000 CANYON HEIGHTS ACADEMY 775 WALDO ROAD CAMPBELL CA 95008 NONE PUBLIC EDUCATION 1000 CLAREMONT MCKENNA COLLEGE 888 COLUMBIA AVENUE CLAREMONT CA 917114015 NONE PUBLIC SCHOLARSHIP 20000 CRISTO REY JESUIT HIGH SCHOOL 139 E SANTA CLARA ST SAN JOSE CA 95116 NONE PUBLIC EDUCATIONEDUCATION 10000 COMMUNITY HOSPITAL OF MONTEREY PENINSULA 23625 HOLMAN HIGHWAY MONTEREY CA 93940 NONE MEDICAL PUBLIC 10000 DE YOUNGLEGION OF HONOR 100 34TH AVENUE SAN FRANCISCO CA 94121 PUBLIC PUBLIC 600 HUNGER AT HOME 1560 BERGER DR SAN JOSE CA 95112 PUBLIC PUBLIC 2500 ICELANDIC ROOTS 2843 27TH ST S FARGO ND 58103 NONE PUBLIC PUBLIC 5000 ERIKA ROHLFES SEQUOIA HIGH SCHOOL 879 BLANFORD BLVD REDWOOD CITY CA 94062 N/A SCHOLARSHIP 1000 ITALIAN AMERICAN HERITAGE FOUNDATION 425 N 4TH STREET SAN JOSE CA 95112 PUBLIC PUBLIC 1000 KDFC PO BOX 7913 LOS ANGELES CA 90007 NONE PUBLIC PUBLIC 300 KQED 2601 MARIPOSA ST SAN FRANCISCO CA 94110 NONE PUBLIC PUBLIC 1000 KUUMBWA JAZZ CENTER 320-2 CEDAR ST SANTA CRUZ CA 95060 NONE PUBLIC PUBLIC 1000 NOELL BARAGANIER SEQUOIA HIGH SCHOOL 2109 HOWARD AVE SAN CARLOS CA 94070 NONE N/A SCHOLARSHIP 1000 MIDORI-KAI 5674 SONOMA DRIVE PLEASANTON CA 94566 NONE PUBLIC PUBLIC 5000 MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 PUBLIC PUBLIC 1000 NORDIC HERITAGE MUSEUM 2655 NW MARKET ST SEATTLE WA 98107 PUBLIC PUBLIC 2500 POMONA COLLEGE 333 N COLLEGE WAY CLAREMONT CA 91711 PUBLIC EDUCATION 1000 SVITLANA SHAPOVALOVA 1040 CREEK DR MENLO PARK CA 94025 N/A EDUCATION 1000 SACRED HEART NATIVITY SCHOOL 310 EDWARDS AVE SAN JOSE CA 95110 NONE PUBLIC EDUCATION 1000 SAN FRANCISCO CAMPUS FOR JEWISH LIVING 302 SILVER AVE SAN FRANCISCO CA 94112 PUBLIC MEDICAL 2500 SANTA CLARA COUNTY LAW LIBRARY 360 N FIRST ST SAN JOSE CA 95113 PUBLIC PUBLIC 5000 SAN JOSE SPORTS HALL OF FAME 99 ALMADEN BLVD STE 975 SAN JOSE CA 95113 NONE PUBLIC PUBLIC 12500 SAN JOSE STATE UNIVERSITY 1 WASHINGTON AQ SAN JOSE CA 95192 NONE PUBLIC EDUCATION 5500 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 NONE PUBLIC EDUCATION 48500 SAVE THE BAY 300 FRANK H OGAWA PLAZA SUITE 10 OAKLAND CA 94612 PUBLIC PUBLIC 1000 SCRIPPS COLLEGE 1030 N COLUMBIA AVE CLAREMONT CA 91711 PUBLIC EDUCATION 1000 ST CHRISTOPHER PARISH SCHOOL 900 W CHRISTOPHER ST WEST COVINA CA 91790 PUBLIC EDUCATION 1000 STROKE AWARENESS FOUNDATION 51 E CAMPBELL AVE STE 106-M CAMPBELL CA 95008 NONE PUBLIC MEDICALMEDICAL 2500 UC BERKELEY FOUNDATION 1995 UNIVERISTY AVE SUITE 401 BERKELEY CA 94704 NONE PUBLIC EDUCATION 1000 UCSF FOUNDATION 2001 THE EMBARCADERO 3RD FLOOR SAN FRANCISCO CA 94113 PUBLIC MEDICAL 30000 WESTERN FLYER FOUNDATION 10928 CLAM WAY MOSS LANDING CA 95039 PUBLIC PUBLIC 500 WIKIMEDIA FOUNDATION 1 MONTGOMERY ST SUITE 1600 SAN FRANCISCO CA 94104 PUBLIC PUBLIC 500 BOYS & GIRLS BLUB OF GREATER SAN DIEGO PO BOX 178569 SAN DIEGO CA 92177 PUBLIC PUBLIC 2500 FAMILY GIVING TREE 10 ALMADEN BLVD STE 1100 SAN JOSE CA 95113 PUBLIC PUBLIC 500 FIRST TEE MONTEREY 1551 BEACON HILL DR SALINAS CA 93905 PUBLIC PUBLIC 5000 JAPANESE AMERICAN CITIZENS LEAGUE PO BOX 664 MONTEREY CA 93942 PUBLIC PUBLIC 1000 KONKO CHURCH OF LOS ANGELES 2924 E FIRST ST LOS ANGELES CA 90033 PUBLIC PUBLIC 2000 LAW FOUNDATION OF SILICON VALLEY 4 N SECOND STREET STE 1300 SAN JOSE CA 95113 PUBLIC PUBLIC 2500 LOAVES & FISHES 1500 BERGER DR SAN JOSE CA 95112 PUBLIC PUBLIC 5000 LOGBERG HEIMSKRINGLA 835 MARION ST WINNIPEG IC PUBLIC PUBLIC 1000 MARTIN MAC CHEEVER MEMORIAL RESEARCH FUND 1100 FAIRVIEW AVE SEATTLE WA 98109 PUBLIC PUBLIC 1000 AVA LIU 1457 BELMONT AVE SAN CARLOS CA 94070 N/A SCHOLARSHIP 1000 BRYAN AYOOB SEQUOIA HIGH SCHOOL 879 BLANFORD BLVD REDWOOD CITY CA 94062 N/A SCHOLARSHIP 1000 CATHERINE GREENBERG SEQUOIA HIGH SCHOOL 879 BLANFORD BLVD REDWOOD CITY CA 94062 N/A SCHOLARSHIP 1000 EASTSIDE COLLEGE PREPARATORY SCHOOL 1041 MYRTLE ST PALO ALTO CA 94303 PUBLIC EDUCATION 1000 NOTRE DAME HIGH SCHOOL 596 S SECOND ST SAN JOSE CA 95112 PUBLIC EDUCATION 1000 GEORGE MARKS CHILDREN'S HOUSE 2121 GEORGE MARK LANE SAN LEANDRO CA 94578 PUBLIC MEDICAL 1000 MONTAGE HEALTH FOUNDATION 40 RYA COURT STE 200 MONTEREY CA 93940 PUBLIC MEDICAL 10000 TYLER SHAW 879 BLANFORD BLVD REDWOOD CITY CA 94062 N/A SCHOLARSHIP 3000 UC DAVIS ATHLETICS ONE SHIELDS AVE DAVIS CA 95616 PUBLIC EDUCATION 5000 227900 0 14 64 14 64597 531120 4023 14 414 14 80281 4023 145356 0 149379 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN L HALLGRIMSON TEN ALMADEN BLVD 11TH FLOOR SAN JOSE CA 95113 107093 X 2 STEVEN L HALLGRIMSON TEN ALMADEN BLVD 11TH FLOOR SAN JOSE CA 95113 111344 X 3 STEVEN L HALLGRIMSON TEN ALMADEN BLVD 11TH FLOOR SAN JOSE CA 95113 123352 X 4 STEVEN L HALLGRIMSON TEN ALMADEN BLVD 11TH FLOOR SAN JOSE CA 95113 95877 X 5 STEVEN L HALLGRIMSON TEN ALMADEN BLVD 11TH FLOOR SAN JOSE CA 95113 104813 X 1 PUBLICLY TRADED SECURITY - 686 SHRS MARSH & MCLENNAN COMPANIES INC 107093 2022-06-08 2 PUBLICLY TRADED SECURITY - 430 SHRS AUTOMATIC DATA PROCESSING INC 111344 2022-12-08 3 PUBLICLY TRADED SECURITY - 200 SHRS FAIR ISSAC & CO INC 123352 2022-12-23 4 PUBLICLY TRADED SECURITY - 865 SHRS QUALCOMM INC 95877 2022-12-23 5 PUBLICLY TRADED SECURITY - 3,228 SHRS BANK OF AMERICA CORP 104813 2022-12-23 ACCOUNTING FEES 1700 0 1700 MORGAN STANLEY ACCOUNTS FMV 571250 571250 CHARLES SCHWAB FMV 2897674 2897674 TBI-SVIII PARTNERSHIP INTEREST AT COST 12923 12923 NET DECREASE IN VALUE OF SECURITIES 697101 REGISTRAR OF CHARITABLE TRUST FEES 100 0 100 BANK FEES 497 0 497 MISCELLANEOUS 193 193 0 FUNDRAISING EXPENSE 791 0 791 OFFICE EXPENSE 893 0 893 PHILLIPS 66 PARTNERS 83 83 83 CEDAR FAIR PARTNERS 331 331 331 PROFESSIONAL FEES 4147 0 4147 FOREIGN TAXES 1213 1213 0 FEDERAL TAXES 5177 5177 0