2025-04-30T11:06:16-05:00 2024-07-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990PF 2023-08-01 680069874 KOSHLAND FOUNDATION KOSH 6505291978 PO BOX 7310 MENLO PARK CA 940267310 JAMES ESPOSTO CHIEF FINANCIAL OFFICER 6505291978 2025-04-29 1 1 JENNA BERTUCCELLI P01534744 9167847800 2025-04-29 2023 2025-03-06 01:10:19Z X 17327051 X X 3442 3442 442591 442591 3447388 5607710 3444446 3893421 3890479 13000 6500 6500 14100 7050 7050 20696 20696 0 54000 0 0 2952 0 2952 104748 34246 16502 4271709 4271709 4376457 34246 4288211 -483036 3856233 1 175235 1727520 1727520 382099 382100 700844 8760207 6597025 14898687 2145 0 0 9319687 8706645 17327051 0 0 X 9319687 8706645 9319687 8706645 9319687 8706645 9319687 -483036 0 8836651 130006 8706645 PUBLICLY TRADED SECURITIES P 5250000 2163264 3086736 3086736 CAPITAL GAINS DIVIDENDS P 357710 357710 357710 3444446 53602 0 53602 0 53602 64039 0 0 0 64039 0 10437 10437 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JAMES ESPOSTO 6505291978 PO BOX 7310 MENLO PARK CA 940267310 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES ESPOSTO PO BOX 7310 MENLO PARK CA 94026 SECRETARY/TREASURER/CFO 2.00 13000 0 0 GAIL K WACHTEL PO BOX 7310 MENLO PARK CA 94026 PRESIDENT 2.00 0 0 0 ELLEN KOSHLAND PO BOX 7310 MENLO PARK CA 94026 VICE PRESIDENT 1.00 0 0 0 DOUGLAS E KOSHLAND PO BOX 7310 MENLO PARK CA 94026 VICE PRESIDENT 1.00 0 0 0 JAMES M KOSHLAND PO BOX 7310 MENLO PARK CA 94026 VICE PRESIDENT 1.00 0 0 0 PHLYSSA KOSHLAND PO BOX 7310 MENLO PARK CA 94026 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 17720611 497062 0 18217673 0 0 18217673 273265 17944408 897220 897220 53602 53602 843618 0 843618 0 843618 4288211 0 4288211 843618 0 0 3697213 3885750 2992424 2568420 2710513 15854320 4288211 0 0 0 843618 3444593 0 0 19298913 0 0 0 0 0 0 3697213 15601700 3885750 2992424 2568420 2710513 3444593 JAMES ESPOSTO DOUGLAS E KOSHLAND X ALDER GRADUATE SCHOOL OF EDUCATION 2946 BROADWAY STE B REDWOOD CITY CA 94062 N/A PC OPERATIONS AND GROWTH OF ALDER GSE'S RESIDENCY AND RECRUITMENT PROGRAM. 200000 AMBITION ANGELS 2589 GLORIA WAY EAST PALO ALTO CA 94303 N/A PC EXPANDING THE AMBITION APP AND PROGRAM. 250000 BAY AREA COMMUNITY RESOURCES 171 CARLOS DRIVE SAN RAFAEL CA 94903 N/A PC BOOKNOOK AFTER SCHOOL PROGRAM. 171000 BAY EDUCATION FUND 1616 FRANKLIN STREET FLOOR 2 OAKLAND CA 94612 N/A PC COMMUNITY INVESTMENT FUND. 25000 BUSINESS UNITED IN INVESTING LENDING AND DEVELOPMENT (BUILD) PO BOX 3316 REDWOOD CITY CA 94064 N/A PC CHARITABLE OPERATIONS. 400000 CENTER FOR CURRICULUM REDESIGN 10 JAMAICA WAY APT 18 JAMAICA PLAIN MA 02130 N/A PC ONE-YEAR PROJECT TO COMPLETE THE DESIGN OF ASSESSMENTS FOR THE COLLABORATION COMPETENCY. 150000 LEAD LIBERATED 484 LAKE PARK AVENUE 278 OAKLAND CA 94610 N/A PC ANTI RACIST COLLECTIVE PROGRAM. 150000 EDUCATORS FOR EXCELLENCE 80 PINE STREET FLOOR 28 NEW YORK NY 10005 N/A PC PARTNERING WITH THE COLUMBIA UNIVERSITY CENTER FOR PUBLIC RESEARCH AND LEADERSHIP. 100000 GROUNDSWELL NETWORK INC 282 SACKETT STREET APT 4 BROOKLYN NY 11231 N/A PC NEEDS INDEX PROJECT. 125000 INSTRUCTION PARTNERS 604 GALLATIN AVENUE STE 202 NASHVILLE TN 37206 N/A PC INSTRUCTIONAL LEADERSHIP. 300000 NATIONAL EQUITY PROJECT 1720 BROADWAY 4TH FLOOR OAKLAND CA 94612 N/A PC GENERAL OPERATING SUPPORT FOR THE BLACK TEACHER PROJECT (BTP) FOR OAKLAND SCHOOLS. 100000 NEW CLASSROOMS INNOVATION PARTNERS 344 GROVE STREET 65400 JERSEY CITY NJ 07302 N/A PC NEW CLASSROOMS FURTHERING THE OPPORTUNITY TO INTRODUCE PERSONALIZED, COMPETENCY-BASED LEARNING IN MATH (ROADMAPS) TO SCHOOLS ACROSS OAKLAND. 230000 NEW LEADERS 30 W 26TH STREET FLOOR 10 NEW YORK NY 10010 N/A PC LEADERSHIP NETWORKS PROGRAM. 500000 NEW TEACHER CENTER 1205 PACIFIC AVENUE SUITE 301 SANTA CRUZ CA 95060 N/A PC CULTIVATING LITERACY INSTRUCTION THROUGH HIGH QUALITY COACHING. 300000 OAKLAND PUBLIC EDUCATION FOUNDATION PO BOX 71005 OAKLAND CA 94612 N/A PC NEEDS INDEX PROJECT. 155000 OAKLAND GENESIS SOCCER CLUB 4445 DAVENPORT AVENUE OAKLAND CA 94619 N/A PC SOBRANTE PARK FIELD DEVELOPMENT PROJECT. 25000 OAKLAND REACH 333 HEGENBERGER ROAD STE 425 OAKLAND CA 94621 N/A PC OAKLAND REACH PROGRAMS THAT SERVE OAKLAND STUDENTS AND FAMILIES. 333334 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARKWAY OAKLAND CA 94612 N/A PC GENERAL OPERATING SUPPORT. 425000 TEACHING WELL 360 GRAND AVENUE OAKLAND CA 94621 N/A PC CONTINUING PROGRAM SUPPORT AND EXPANSION SURROUNDING OAKLAND TEACHERS AND EDUCATORS WITH EMPHASIS ON TEACHER RETENTION. 332375 4271709 0 14 3442 14 442591 18 3447388 0 3893421 0 3893421 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 14100 7050 7050 PROCTER & GAMBLE CO - 2000 SHS 6572 321520 BLUE OWL CAPITAL CORP - 24441 SHS 375528 379324 CAPITAL APPRECIATION - I CL - 86373 SHS AT COST 1419944 3209630 VANGUARD DIVIDEND GROWTH FUND - 79248 SHS AT COST 813877 3132672 VANGUARD ST INVESTMENT GRADE FUND - 55207 SHS AT COST 585295 569737 FRANKLIN RISING DIVIDENDS FUND CLASS A- 22917 SHS AT COST 565527 2184240 AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND CLASS F3 - 27127 SHS AT COST 822651 1794177 AMERICAN EUROPACIFIC GROWTH FUND CLASS F3 - 30450 SHS AT COST 881802 1766125 AMERICAN SHORT-TERM BOND FUND OF AMERICA CLASS F3 - 98856 SHS AT COST 990669 941106 ISHARES SELECT DIVIDEND EFT - 10000 SHS AT COST 517260 1301000 ORGANIZATION COSTS 2145 0 0 PRIOR PERIOD ADJUSTMENT 130006 FILING FEE 200 0 200 INSURANCE 2602 0 2602 BANK FEES 150 0 150 INVESTMENT MANAGEMENT FEES 20696 20696 0 FEDERAL TAXES 54000 0 0