2022-03-21T11:25:07-05:00 2021-07-31 454001733 ROBERT J HINES CPA 90 SAMROSE DRIVE NOVATO CA 949453443 990PF 2020-08-01 680069874 KOSHLAND FOUNDATION KOSH 4158923431 PO BOX 7310 MENLO PARK CA 940267310 JAMES ESPOSTO CHIEF FINANCIAL OFFICER 4158923431 2022-03-16 1 JAMES ESPOSTO 999009999 ROBERT J HINES P00014061 4158923431 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 27050492 X X 26444 26444 475258 475258 2716676 4960433 2716676 3218378 3218378 12000 6000 6000 15012 0 0 26289 26289 0 29273 4273 0 2677 0 2527 85251 36562 8527 4231150 4231150 4316401 36562 4239677 -1098023 3181816 541931 1687665 1687665 756568 382099 636166 12019273 10149985 24726661 2145 2145 0 13319917 12221894 27050492 0 0 X 0 0 0 0 13319917 12221894 13319917 12221894 13319917 12221894 13319917 -1098023 0 12221894 0 12221894 OWL ROCK CAPITAL CORP 2021-02-24 155333 170083 -14750 -14750 OWL ROCK CAPITAL CORP 2021-02-25 1169 1278 -109 -109 OWL ROCK CAPITAL CORP 2021-02-26 184188 203108 -18920 -18920 CAPITAL S-T BOND FUND 2021-01-25 150000 149127 873 873 CAPITAL EUROPACIFIC GROWTH FUND 2021-07-15 1000000 409775 590225 590225 FRANKLIN RISING DIV FUND 2020-08-03 125000 43723 81277 81277 FRANKLIN RISING DIV FUND 2020-08-05 125000 43396 81604 81604 TROWE PRICE CAP APPN FUND 2021-06-29 1000000 437922 562078 562078 VANGUARD DIV GROWTH FUND 2020-08-03 750000 259781 490219 490219 VANGUARD DIV GROWTH FUND 2021-01-08 300000 92190 207810 207810 VANGUARD ST INV GRADE FUND 2021-01-22 150000 144283 5717 5717 VANGUARD ST INV GRADE FUND 2021-02-23 300000 289091 10909 10909 MISC. LITIGATION FUND SETTLEMENTS P 539 539 539 CAPITAL GAINS DIVIDENDS P 719204 719204 719204 2716676 44227 0 44227 0 44227 45433 0 0 0 45433 X 47 1159 1159 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ROBERT J HINES CPA 4158923431 90 SAMROSE DRIVE NOVATO CA 949453443 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GAIL K WACHTEL PO BOX 7310 MENLO PARK CA 940267310 PRESIDENT, DIRECTOR 2.00 0 0 0 JAMES M KOSHLAND PO BOX 7310 MENLO PARK CA 940267310 VICE PRESIDENT, DIRECTOR 1.00 0 0 0 DOUGLAS E KOSHLAND PO BOX 7310 MENLO PARK CA 940267310 VICE PRESIDENT, DIRECTOR 1.00 0 0 0 JAMES ESPOSTO PO BOX 7310 MENLO PARK CA 940267310 SECY. TREASURER/ CFO 2.00 12000 0 0 ELLEN KOSHLAND PO BOX 7310 MENLO PARK CA 940267310 VICE PRESIDENT, DIRECTOR 1.00 0 0 0 PHLYSSA KOSHLAND PO BOX 7310 MENLO PARK CA 940267310 VICE PRESIDENT, DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 25447376 775574 0 26222950 0 0 26222950 393344 25829606 1291480 1291480 44227 44227 1247253 0 1247253 0 1247253 4239677 0 4239677 0 4239677 1247253 0 0 230561 1961390 3168498 3697213 3885750 12943412 4239677 0 0 0 1247253 2992424 0 0 15935836 0 0 0 0 0 0 230561 15705275 1961390 3168498 3697213 3885750 2992424 JAMES M KOSHLAND DOUGLAS E KOSHLAND X BUSINESSES UNITED IN INVESTING LENDING & DEVELOPMENT (BUILD) 2385 BAY ROAD REDWOOD CITY CA 94063 PC SUPPORT FOR THE BUILD VISION OF ENTREPRENEURSHIP EDUCATION FOR OAKLAND YOUTH 232500 OAKLAND REACH 333 HEGENBERGER ROAD OAKLAND CA 94621 PC SUPPORT FOR THE REACH RELIEF FUND 150000 FRESH LIFELINES FOR YOUTH INC 568 VALLEY WAY BLDG 4 MILPITAS CA 95035 PC SUPPORT FOR THE ALAMEDA COUNTY PROGRAMS WITH EMPHASIS ON THE CITY OF OAKLAND 100000 EDUCATION PIONEERS INC 177 HUNTINGTON AVE STE 1703 BOSTON MA 02115 PC SUPPORT FOR COVID RESPONSE FELLOWSHIP PROGRAM FOR OAKLAND USD 50000 GO PUBLIC SCHOOLS 134 LINDEN ST OAKLAND CA 94607 PC SUPPORT FOR THE PROGRAM WITH EMPHASIS ON THE OAKLAND CA PROGRAM 250000 NEW TEACHER CENTER 1205 PACIFIC AVE STE 301 SANTA CRUZ CA 95060 PC SUPPORT FOR THE DEEPENING & EXPANDING NEW TEACHER CENTER'S WORK IN OAKLAND USD 300000 THE EDIBLE SCHOOLYARD PROJECT 1517 SHATTUCK AVE BERKELEY CA 94709 PC SUPPORT FOR THE EDIBLE SCHOOLYARD PROJECT 100000 UNBOUNDED LEARNING INC PO BOX 69046 BALTIMORE MD 21264 PC SUPPORT FOR OAKLAND USD EDUCATORS IN UNBOUNDED VIRTUAL SUMMIT & COHORT PROGRAM 215625 TEACHING WELL INC 2950 E 29TH ST OAKLAND CA 94601 PC SUPPORT FOR PROGRAM AND EXPANSION FOR OAKLAND, CA TEACHERS AND EDUCATORS 197000 CITIZEN SCHOOLS INC 1 BEACON ST 15TH FLOOR BOSTON MA 02108 PC SUPPORT FOR THE AFTERSCHOOL EDUCATOR TRAINING PROGRAM WITHIN OAKLAND USD 200000 NEW LEADERS INC 30 W 26TH ST FL 10 NEW YORK NY 10010 PC SUPPORT FOR THE NEW LEADERS OAKLAND PROGRAM 750000 NATIONAL EQUITY PROJECT 1720 BROADWAY 4TH FLOOR OAKLAND CA 94612 PC SUPPORT FOR PARTNERSHIP WITH OAKLAND USD FOR KINGMAKERS PROF. LEARNING COMM. 100000 CENTER FOR CURRICULUM REDESIGN 10 JAMAICA WAY APT 18 BOSTON MA 02130 PC SUPPORT FOR OAKLAND PROJECT & OAKLAND TEACHERS PROFESSIONAL DEVELOPMENT 250000 ZEARN INC PO BOX 20 NEW YORK NY 10116 PC SUPPORT FOR THE ZEARN PROGRAM WITHIN THE OAKLAND USD 211025 EDUCATE78 484 LAKE PARK AVE 278 OAKLAND CA 94610 PC SUPPORT FOR ANTIRACIST COLLECTIVE PROGRAM FOR INSTRUCTIONAL LEADERS WITHIN OAKLAND USD 125000 ONEGOAL 180 N WABASH AVE CHICAGO IL 60601 PC SUPPORT FOR THE ONEGOAL BAY AREA IN OAKLAND CA PROGRAM 250000 SURGE INSTITUTE 935 W CHESTNUT ST STE 515 CHICAGO IL 60642 PC SUPPORT FOR THE SURGE PROGRAM IN OAKLAND, CA 100000 INSTRUCTION PARTNERS 604 GALLATIN AVE STE 202 NASHVILLE TN 37206 PC SUPPORT FOR INSTRUCTIONAL LEADERSHIP WORK IN OAKLAND CA WITH URBAN PROMISE ACADEMY 250000 THE OAKLAND PUBLIC EDUCATION FUND 520 3RD STREET OAKLAND CA 94607 PC SUPPORT FOR THE MAYOR'S OFFICE PROGRAM TO PROMOTE EQUITY IN EDUCATION 250000 EDUCATE78 484 LAKE PARK AVE 278 OAKLAND CA 94610 PC SUPPORT FOR WORK IN ATTRACTING, RETAINING AND SUPPORTING EDUCATORS AND SCHOOL LEADERS IN OAKLAND CA 150000 4231150 0 14 26444 14 475258 18 2716676 0 3218378 0 3218378 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND ANNUAL TAX REPORTS 15012 0 0 ELECTION TO USE AVERAGE BASIS METHOD FORM 990-PF, PART IV, LINE 1 THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC REG. SEC. 1-1012-1(E)(9): THE TAXPAYER ELECTS TO USE THE AVERAGE BASIS METHOD TO CALCULATE BASIS FOR THE FOLLOWING SECURITIES: FRANKLIN RISING DIVIDENDS FUND VANGUARD DIVIDEND GROWTH FUND CAPITAL S-T BOND FUND CAPITAL EUROPACIFIC GROWTH FUND TROWE PRICE CAPITAL APPRECIATION FUND VANGUARD ST INVEST GRADE FUND 2000 SHS PROCTOR & GAMBLE 6572 284460 OWL ROCK CAPITAL 375527 351706 T ROWE PRICE CAPITAL APP FUND FMV 3021942 7056871 VANGUARD DIVIDEND GROWTH FUND FMV 1719840 6325069 VANGUARD ST INVESTMENT GRADE FUND FMV 583051 604512 FRANKLIN RISING DIVIDENDS FUND FMV 635025 2411227 CAPITAL WORLD GROWTH & INC FUND FMV 1047282 2241626 CAPITAL EUROPACIFIC GROWTH FUND FMV 1634917 3938445 CAPITAL ST BOND FUND FMV 990668 992511 ISHARES SELECT DIVIDEND EFT FMV 517260 1156400 ORGANIZATION COSTS 2145 2145 0 DEPT. OF JUSTICE FILING FEE - CA 140 0 0 DIRECTORS INSURANCE 2527 0 2527 SECRETARY OF STATE - CA 10 0 0 MERRILL LYNCH-MGMT & CUSTODIAL 150 150 0 CAPITAL GUARDIAN-MGMT & CUSTODIAL 26139 26139 0 FEDERAL TAX DEPOSITS 25000 0 0 FOREIGN TAX WITHHELD - DIVIDENDS 4273 4273 0