2025-05-14T21:06:06-05:00 2024-06-30 331197384 ANDERSEN TAX LLC 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 990PF 2023-07-01 943340371 PRIEM FAMILY FOUNDATION C/O DAN MORENO CPA PRIE 180 PARK ROAD BURLINGAME CA 940104317 CURTIS PRIEM PRESIDENT 2025-05-07 1 0 EMERSON A DUBOIS P01262516 4157642700 2023 2025-03-06 01:10:19Z X 123669805 X X 1885079 1885079 3661389 3661389 5852771 102833097 5852771 -12144 693 11387095 11399932 0 0 0 5008 0 5008 46000 23000 23000 189924 94962 94962 225560 225560 0 16477 13014 420 382945 0 191473 876685 863954 1918 1742599 1220490 316781 28452793 28452793 30195392 1220490 28769574 -18808297 10179442 13101483 2821294 2821294 354847 252831 324447 324447 20879830 16106899 15208346 43051779 42030928 58556600 28769559 29837339 29421287 32859033 30115445 13655885 3348986 3348986 3348986 3327099 4849 0 0 142268350 124585338 123669805 3153972 3490509 3153972 3490509 X 0 0 0 0 139114378 121094829 139114378 121094829 142268350 124585338 139114378 -18808297 880454 121186535 91706 121094829 PASSTHROUGH ENTITIES P 15695 15695 15695 PUBLICLY TRADED SECURITIES (AVAILABLE UPON REQUEST) P 77951078 77597561 353517 353517 PUBLICLY TRADED SECURITIES (AVAILABLE UPON REQUEST) P 24794714 18527133 6267581 6267581 DISPOSITION OF PARTNERSHIP INTEREST P 2001-05-21 2023-09-29 71610 855632 -784022 -784022 5852771 141494 0 141494 0 141494 83619 0 165000 0 248619 X 0 107125 107125 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.PRIEM.ORG DANIEL C MORENO CPA 6503425915 180 PARK ROAD BURLINGAME CA 940104317 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 CURTIS PRIEM 180 PARK ROAD BURLINGAME CA 94010 DIRECTOR, PRESIDENT, CEO 10.00 0 0 0 EDWARD MILES 1462 SALEM CREEK DRIVE APEX NC 27502 DIRECTOR, VICE PRESIDENT 10.00 0 0 0 FRED B WEIL 425 MARKET STREET 26TH FLOOR SAN FRANCISCO CA 94105 ASSISTANT SECRETARY 10.00 0 0 0 NONE 0 SP AVIATION INC 8433 EARHART RD OAKLAND CA 94621 TRAVEL 390791 DANIEL C MORENO CPA 180 PARK ROAD BURLINGAME CA 94010 ACCOUNTING SERVICES 163424 0 THE FOUNDATION ACTIVELY HOLDS AND MAINTAINS LAND FOR NATURE CONSERVATION AND VIEW SHED PURPOSES. 0 THE FOUNDATION IS INVOLVED IN THE RENOVATION AND CONSTRUCTION OF VARIOUS ELEMENTARY THROUGH HIGHER EDUCATION FACILITIES. 0 THE FOUNDATION IS INVOLVED IN THE RENOVATION AND CONSTRUCTION OF VARIOUS RELIGIOUS FACILITIES. 0 0 115706612 5948245 15530626 137185483 0 0 137185483 2057782 135127701 6756385 6756385 141494 141494 6614891 0 6614891 0 6614891 28769574 0 28769574 6614891 0 0 7057860 4948211 4499883 6119938 21593336 44219228 28769574 0 0 0 6614891 22154683 0 0 66373911 0 0 0 0 0 0 7057860 59316051 4948211 4499883 6119938 21593336 22154683 CURTIS PRIEM X MONTEREY BAY AQUARIUM FOUNDATION 886 CANNERY ROW MONTEREY CA 93940 501(C)(3) EDUCATIONAL 100000 RENSSELAER POLYTECHNIC INSTITUTE INSTITUTE ADVANCEMENT HEDLEY BLDG 5TH FLOOR 110 8TH STREET TROY NY 121803590 501(C)(3) EDUCATIONAL FACILITY 27539059 THE ORION FUND PO BOX 11518 PIEDMONT CA 94611 501(C)(3) EDUCATIONAL 25000 THE TAYLOR FAMILY FOUNDATION PO BOX 2450 LIVERMORE CA 94551 501(C)(3) EDUCATIONAL 100000 LIVERMORE VALLEY PERFORMING ARTS CENTER 2400 FIRST STREET LIVERMORE CA 94550 501(C)(3) EDUCATIONAL 27500 LIVERMORE VALLEY WINEGROWERS FOUNDATION 3583 GREENVILLE RD 4 LIVERMORE CA 94550 501(C)(3) COMMUNITY IMPROVEMENT 19000 PRETTY HUMAN INC 3700 TENNYSON ST UNIT 12052 DENVER CO 80212 501(C)(3) EDUCATIONAL 569234 THE LAW FIRM FOR NONPROFIT AVAILABLE UPON REQUEST AVAILABLE UPON REQUEST CA 00000 501(C)(3) COMMUNITY IMPROVEMENT 10000 SONRISE EQUESTRIAN FOUNDATION 6496 CROW CANYON RD CASTRO VALLEY CA 94552 501(C)(3) EDUCATIONAL 24000 SUNFLOWER HILL 3278 CONSTITUTION DR BLDG 16 LIVERMORE CA 94551 501(C)(3) COMMUNITY IMPROVEMENT 24000 REINS IN MOTION FOUNDATION PO BOX 1001 LIVERMORE CA 945511001 501(C)(3) COMMUNITY IMPROVEMENT 15000 28452793 0 14 1885079 14 3661389 525990 01 693 18 5852771 0 11399932 0 11399932 0 0 0 0 0 0 0 0 0 0 AUDIT FEES 46000 23000 23000 VARIOUS BONDS (CORPORATE BONDS) 29837339 29421287 VARIOUS STOCKS 16463736 30087742 MUTUAL FUNDS 25567192 28468858 15520144 14706876 586755 501470 PRESIDIO PARTNERS 2007, LP (FKA: CMEA VENTURES VII, LP) AT COST 671566 1119512 BCP VI PRIVATE INVESTORS OFFSHORE, LP AT COST 7675660 1777531 HP STARBOARD VALUE & OPPORTUNITY FUND LTD. - CL B1 AT COST 513595 1171240 HP SCULPTOR OF II OFFSHORE FUND LTD. - CL B1 AT COST 601708 1132050 NINETEEN77 GLOBAL (O'CONNOR GLOBAL MULTI STRATEGY ALPHA LTD) AT COST 2009773 4508145 ALKEON GROWTH OFFSHORE FUND LTD. - CL A3 SERIES 06-2013 AT COST 250000 606958 IRVING PLACE CAPITAL PARTNERS III SPV, LP AT COST 1188731 265452 CDRF8 PRIVATE INVESTORS O/S, LP AT COST 14867035 72589 HP MILLENNIUM INTERNATIONAL LTD. - CL B-HH AT COST 2337377 3002408 PALOMARES-LAND 3251504 0 3251504 LEGAL COSTS ON ACQUISITION OF FUTURE PROPERTY 36890 0 36890 LEGAL COSTS ON ACQUISITION OF FUTURE PROPERTY 16255 0 16255 VIEW SHED ANALYSIS OF OPEN SPACES 21887 0 21887 LEGAL COSTS ON ACQUISITION OF FUTURE PROPERTY 12705 0 12705 LEGAL COSTS ON ACQUISITION OF FUTURE PROPERTY 8994 0 8994 COSTS FROM SURVEYING PROPERTY 750 0 750 LEGAL FEES 5008 0 5008 OTHER RECEIVABLES 4849 0 0 PRIOR PERIOD ADJUSTMENT 91706 AUTO 1905 0 1905 INVESTMENT MANAGEMENT FEES 838926 838926 0 POSTAGE 26 0 13 INVESTMENT EXPENSE - PASSTHROUGH ENTITIES 24381 24381 0 MISC EXPENSES 11447 647 0 PASSTHROUGH ENTITIES -173 -173 -173 UBTI -12837 0 -12837 OTHER 866 866 866 BOOK/TAX ADJUSTMENTS FROM PASSTHROUGH ENTITIES 880454 BANK LINE OF CREDIT 3099949 3325509 ACCRUED TAXES 54023 165000 OTHER ACCOUNTING, TAX AND MANAGEMENT FEES 189924 94962 94962 LICENSE FEE 420 0 420 STATE TAXES 1600 0 0 REAL PROPERTY TAXES 1443 0 0 OTHER WITHHOLDING 13014 13014 0