2022-05-12T18:03:13-05:00 2021-12-31 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990PF 2021-01-01 770449213 DAVIDOW FAMILY FOUNDATION DAVI 6508547236 85 ROBLES DRIVE WOODSIDE CA 94062 WILLIAM DAVIDOW SONJA DAVIDOW PRESIDENT 6508547236 2022-05-10 1 WILLIAM DAVIDOW SONJA DAVIDO 999009999 ROBERT N HOFFMAN P01062419 6508458100 2022-05-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 21865356 X 25694922 547487 543730 -867876 24976648 24257822 17336 15502 25391869 24817054 0 0 0 11000 0 0 12344 12344 0 327045 1444 0 3798 2792 0 354187 16580 0 7081629 7081629 7435816 16580 7081629 17956053 24800474 363939 2265960 2265960 2778 1381 2778 2778 0 3000872 3000872 1075413 5194520 5902993 1069275 9224182 9203874 13827 911389 1488879 2523835 20599701 21865356 18650 19331 18650 19331 X 0 0 0 0 2505185 20580370 2505185 20580370 2523835 20599701 2505185 17956053 119132 20580370 0 20580370 SALES OF PUBLICITY TRADED SECURITIES 2021-01-01 2021-12-31 28433 -28433 -28433 SALES OF PUBLICITY TRADED SECURITIES 2020-01-01 2021-12-31 24948483 569224 24379259 24379259 DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH GAIN (LOSS) P 2020-01-01 2021-12-31 8420 8420 8420 TAX EFFICIENT INFLATION PROTECTION STRATEGY P 2020-01-01 2021-12-31 121169 -121169 -121169 CAPITAL GAINS DIVIDENDS P 2020-01-01 2021-12-31 19745 19745 19745 24257822 344727 0 344727 0 344727 329784 0 0 0 329784 0 14943 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 1 0 0 1 N/A WILLIAM H DAVIDOW 6508547236 85 ROBLES AVENUE WOODSIDE CA 94062 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 NONE 0 0 0 17587486 3389118 0 20976604 0 0 20976604 314649 20661955 1033098 1033098 344727 158 344885 688213 0 688213 0 688213 7081629 0 7081629 688213 0 0 99517 727300 127233 2208241 274712 3437003 7081629 0 0 0 688213 6393416 0 0 9830419 0 0 0 0 0 0 99517 9730902 727300 127233 2208241 274712 6393416 WILLIAM H DAVIDOW SONJA A DAVIDOW X ASSISTANCE DOGS OF THE WEST P O BOX 31027 SANTA FE NM 87594 N/A PUBLIC CHARITY GENERAL FUND 5000 CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DR SAN FRANCISCO CA 94118 N/A PUBLIC CHARITY ANNUAL DONORS- EXPLORER 329 CALIFORNIA INSTITUTE OF TECHNOLOGY 1200 E CALIFORNIA BLVD MC5-32 PASADENA CA 91125 N/A PUBLIC CHARITY TRUSTEE ANNUAL GIVING PROGRAM 50000 COLBY SAWYER COLLEGE 541 MAIN STREET NEW LONDON NH 03257 N/A PUBLIC CHARITY STUDENT AID EMERGENCY FUND 50000 COMPUTER HISTORY MUSEUM 1401 NORTH SHORELINE BLVD MOUNTAIN VIEW CA 94043 N/A PUBLIC CHARITY ANNUAL FUND 5000 FIT KIDS FOUNDATION 2682 MIDDLEFIELD RD SUITE P REDWOOD CITY CA 94063 N/A PUBLIC CHARITY GENERAL FUND 1000 FRIENDS OF HUDDART & WUNDERLICH PARKS 2961 WOODSIDE RD WOODSIDE CA 94062 N/A PUBLIC CHARITY GENERAL FUND 10000 GUIDE DOGS FOR THE BLIND PO BOX 151200 SAN RAFAEL 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94143 N/A PUBLIC CHARITY COVID FUND, CREATIVE ARTS STUDIO GIFT 1766240 WOODSIDE PRIORY SCHOOL 302 PORTOLA ROAD PORTOLA VALLEY CA 94028 N/A PUBLIC CHARITY ANNUAL FUND 50000 DARTMOUTH COLLEGE 20 NORTH MAIN STREET HANOVER NH 037554400 N/A PUBLIC CHARITY GENERAL FUND 12500 FINE ARTS MUSEUMS OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DR SAN FRANCISCO CA 94118 N/A PUBLIC CHARITY GENERAL FUND 10000 HAWAII COMMUNITY FOUNDATION 827 FORT STREET MALL HONOLULU HI 96813 N/A PUBLIC CHARITY GENERAL FUND 25000 NATIONAL AUDUBON SOCIETY 225 VARICK ST NEW YORK NY 10014 N/A PUBLIC CHARITY GENERAL FUND 100 NCEFT 880 RUNNYMEDE RD WOODSIDE CA 94062 N/A PUBLIC CHARITY GENERAL FUND 500 WOODSIDE COMMUNITY FOUNDATION PO BOX 620494 WOODSIDE CA 94062 N/A PUBLIC CHARITY GENERAL FUND 1000 SAN FRANCISCO MUSEUM OF MODERN ART 151 3RD ST SAN FRANCISCO CA 94103 N/A PUBLIC CHARITY GENERAL FUND 5000000 VESTED INTEREST IN K9S INC PO BOX 9 EAST TAUNTON MA 02718 N/A PUBLIC CHARITY GENERAL FUND 960 MILLER CENTER FOR SOCIAL ENTREPRENEURSHIP 500 EL CAMINO REAL SANATA CLARA CA 95053 N/A PUBLIC CHARITY GENERAL FUND 1000 KAUA'I HISTORICAL SOCIETY 4396 RICE ST 101 LIHUE HI 96766 N/A PUBLIC CHARITY GENERAL FUND 5000 CALTECH ASSOCIATES 1200 E CALIFORNIA BLVD PASADENA CA 91125 N/A PUBLIC CHARITY GENERAL FUNDS 1000 7081629 0 14 547487 18 17336 18 -867876 0 -303053 0 -303053 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM DAVIDOW NOT DISCLOSED WOODSIDE CA 94062 25694922 X 1 42,422 SHS OF PUBMATIC INC AND 300,000 SHS OF BERKELEY LIGHTS INCDATE RECEIVED: VARIOUS 25694922 ACCOUNTING FEES 11000 0 0 NONE 0 FIDELITY FLOATING RATE H 415266 413673 PIMCO TOTAL RETURN INSTL PTTRX 1077590 1078622 VANGUARD INFLATION-PROTECT SEC ADM 1972876 2034816 VANGUARD ST INV-GRADE ADM FUNDS 5509457 5428367 PIMCO DYNAMIC BOND INSTL 50015 49953 PIMCO EMERGING MARKETS BOND INSTL 45089 45163 ISHARES IBOXX HIGH YIELD BOND ETF IV 153889 153280 ISHARES CORE S&P 500 899932 1053893 PARAMETRIC CMDY STRAT 373521 391237 SPDR S&P MIDCAP 400 ETF 566128 966955 CREDIT SUISSE COMMODITY RETURN STRATEGIES 443961 399931 VANGUARD SHRT INF PROT SEC INDEX 674418 684900 ISHARES CORE MSCI EAFE 1888603 2055305 PIMCO EMERGING MARKETS LCL CCY AND BD INSTL 20023 20041 ISHARES CORE S&P SMALL CAP ETF IV 81870 84739 SPDR BLMRG SHR TR HG YLD 227139 225880 VANGUARD GLBAL EX US REAL EST ETF IV 3687 3291 VANGUARD REAL ESTATE ETF IV 15238 16821 3000872 3000872 0 0 TOWNSEND DIVERSIFIED REAL ESTATE FUND LP AT COST 911389 1488879 DEDUCTIONS FROM FLOWTHROUGH: DIVERSIFIED REAL ESTATE FUND 2418 2418 0 NON-DEDUCTIBLE EXPENSES 1006 0 0 DEDUCTIONS FROM FLOWTHROUGH: TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC 299 299 0 MISCELLANEOUS EXPENSES 75 75 0 OTHER INCOME FROM FLOWTHROUGH - DIVERSIFIED REAL ESTATE FUND 17336 17336 17336 UBTI INCOME EXCLUDED REPORTED ON 990-T 0 -1834 0 UNREALIZED BOOK ADJUSTMENT 119132 REIMBURSABLE EXPENSES 18650 19331 INVESTMENT MANAGEMENT FEES 12344 12344 0 WILLIAM AND SONJA DAVIDOW 85 ROBLES DR WOODSIDE CA 94062 FEDERAL INCOME TAX 325254 0 0 FOREIGN TAX 1444 1444 0 FRANCHISE TAX BOARD 118 0 0 LICENSE AND COMPLIANCE FEES 229 0 0