2021-02-09T18:40:00-06:00 2020-09-30 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990PF 2019-10-01 202865402 EUSTACE-KWAN FAMILY FOUNDATION EUST 6505668381 205 HANNA WAY MENLO PARK CA 940253583 KATHY KWAN PRESIDENT 6505668381 2021-02-01 1 ADAM GENSLER P01468049 6508458100 2021-02-01 2019 2022-09-23 18:48:47Z X 12419033 X X 409827 409827 640288 5660281 640288 1050115 1050115 0 0 0 21350 10675 10675 85400 85400 0 1045 480 565 107795 96555 11240 7059309 7059309 7167104 96555 7070549 -6116989 953560 2421247 1239096 1239096 14383082 9448244 11179937 16804329 10687340 12419033 0 0 X 0 0 0 0 16804329 10687340 16804329 10687340 16804329 10687340 16804329 -6116989 0 10687340 0 10687340 PUBLICLY TRADED SECURITIES 5607328 5019993 587335 587335 CAPITAL GAINS DIVIDENDS P 52953 52953 52953 640288 0 4389742 19710540 0.222710 5397666 23820076 0.226602 5507823 27655675 0.199157 5368300 27523750 0.195042 4877663 27418300 0.177898 1.021409 0.204282 15626532 3192219 9536 3201755 7070549 X 9536 0 9536 0 9536 9833 0 0 9833 0 297 297 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 NONE THE FOUNDATION 6505668381 205 HANNA WAY MENLO PARK CA 940253583 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT A EUSTACE 205 HANNA WAY MENLO PARK CA 94025 DIRECTOR, SECRETARY & CFO 1.00 0 0 0 KATHY A KWAN 205 HANNA WAY MENLO PARK CA 94025 DIRECTOR & PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 THERE ARE NO DIRECT CHARITABLE ACTIVITIES 0 NO PROGRAM RELATED INVESTMENTS WERE MADE DURING THE YEAR 0 0 14233807 1630692 0 15864499 0 0 15864499 237967 15626532 781327 781327 9536 9536 771791 0 771791 0 771791 7070549 0 7070549 9536 7061013 771791 0 0 3643222 4120822 4146803 4217720 3421491 19550058 7070549 0 0 0 771791 6298758 0 0 25848816 0 0 0 0 0 0 3643222 22205594 4120822 4146803 4217720 3421491 6298758 ROBERT A EUSTACE KATHY A KWAN X CENTER FOR EXCELLENCE IN NON-PROFITS 330 TWIN DOLPHIN DRIVE REDWOOD CITY CA 94065 NONE PUBLIC CHARITY SUPPORT FOR PITCH PROFESSIONAL DEVELOPMENT PROGRAM 150000 CHILD ABUSE NETWORK 2829 SOUTH SHERIDAN ROAD TULSA OK 74129 NONE PUBLIC CHARITY MATCHING GRANT PROGRAM 25000 DONALDINA CAMERON HOUSE 920 SACRAMENTO STREET SAN FRANCISCO CA 94108 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 75000 EAST PALO ALTO ACADEMY 1050 MYRTLE ST EAST PALO ALTO CA 94025 NONE GOV TEACHER DEVELOPMENT - LEADERSHIP TEAM PROFESSIONAL DEVELOPMENT 75000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 NONE PUBLIC CHARITY MATCHING GRANT PROGRAM 20000 EXPLORATORIUM PIER 17 STE 199 SAN FRANCISCO CA 94111 NONE PUBLIC CHARITY SUPPORT FOR THE TEACHER INSTITUTE PROGRAM 100000 FOUNDATION FOR A COLLEGE EDUCATION 2160 EUCLID AVENUE EAST PALO ALTO CA 94303 NONE PUBLIC CHARITY SUPPORT FOR THE EXECUTIVE DIRECTOR TRANSITION 35000 GEIST CHRISTIAN CHURCH 8550 MUD CREEK ROAD INDIANAPOLIS IN 46256 NONE PUBLIC CHARITY MATCHING GRANT PROGRAM 18500 GIRLS MIDDLE SCHOOL 3400 W BAYSHORE RD PALO ALTO CA 94303 NONE PUBLIC CHARITY TERMINAL CAPACITY BUILDING GRANT - CAPITAL CAMPAIGN 250000 LELAND STANFORD JUNIOR UNIVERSITY 326 GALVEZ STREET STANFORD CA 94305 NONE PUBLIC CHARITY HAAS CENTER FOR PUBLIC SERVICE SUPPORT FOR THE EDUCATION PARTNERSHIPS GIFTS FUND 125000 HANDSON BAY AREA 1504 BRYANT STREET SUITE 100 SAN FRANCISCO CA 94103 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 75000 HEALTH CAREER CONNECTION 300 FRANK H OGAWA PLAZA 243 OAKLAND CA 94512 NONE PUBLIC CHARITY FUNDS TO HELP ORGANIZATION HIRE DEVELOPMENT CONSULTANT AND/OR STAFF 50000 HEALTH CAREER CONNECTION 300 FRANK H OGAWA PLAZA 243 OAKLAND CA 94512 NONE PUBLIC CHARITY FUNDING FOR HEALTH EQUITY SCHOLARS 50000 JOB TRAIN 1200 OBRIEN DRIVE MENLO PARK CA 94025 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 125000 LELAND STANFORD JUNIOR UNIVERSITY 326 GALVEZ STREET STANFORD CA 94305 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES ASSOCIATED WITH THE EFFECTIVE PHILANTHROPY LEARNING INITIATIVE 500000 FOUNDATION FOR THE FUTURE MENLO-ATHERTON HIGH SCHOOL 555 MIDDLEFIELD RD ATHERTON CA 94027 NONE PUBLIC CHARITY HONORS INSTITUTE, WRITING CENTER, PARTNERSHIP FOR SUCCESS, AFTER SCHOOL TUTORING & HOMEWORK CENTERS 175000 MENLO PARK SCHOOL DISTRICT 181 ENCINAL AVE ATHERTON CA 94027 NONE GOV SUPPORT FOR UNDER-RESOURCED STUDENTS, ADDITIONAL ACADEMIC SUPPORT SERVICES, AND PROFESSIONAL DEVELOPEMENT 250000 REDWOOD CITY SCHOOL DISTRICT 750 BRADFORD STREET REDWOOD CITY CA 94063 NONE GOV PROFESSIONAL DEVELOPMENT; IMPROVE LITERACY OF STUDENTS 760000 RHODE ISLAND SCHOOL OF DESIGN 2 COLLEGE ST PROVIDENCE RI 02903 NONE PUBLIC CHARITY MATCHING GRANT PROGRAM 12500 SAINT FRANCIS CENTER 151 BUCKINGHAM AVENUE REDWOOD CITY CA 94063 NONE PUBLIC CHARITY SUPPORT EFFORTS FOR HOUSING CRISIS, MATCHING GRANT, DEVELOPMENT OFFICER, AND EVENT SUPPORT 250000 SAINT FRANCIS CENTER 151 BUCKINGHAM AVENUE REDWOOD CITY CA 94063 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250000 SAMARITAN HOUSE 4031 PACIFIC BOULEVARD SAN MATEO CA 94403 NONE PUBLIC CHARITY RENTAL RELIEF PROGRAM AND GENERAL OPERATING SUPPORT ASSOCIATED WITH COVID 19 125000 SAN FRANCISCO ACHIEVERS 275 5TH STREET 3RD FLOOR SAN FRANCISCO CA 94103 NONE PUBLIC CHARITY MATCHING GRANT PROGRAM 12000 SAN FRANCISCO STATE UNIVERSITY 835 MARKET STREET 6TH FLOOR SAN FRANCISCO CA 94103 NONE PUBLIC CHARITY GENERAL OPERATING FOR THE CAREER SERVICES AND LEADAERSHIP DEVELOPMENT DEPARTMENT AND PRESIDENT'S LEADERSHIP FELLOWS PROGRAM 351309 SECOND HARVEST FOOD BANK 750 CURTNER AVENUE SAN JOSE CA 95125 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100000 SECOND HARVEST FOOD BANK 750 CURTNER AVENUE SAN JOSE CA 95125 NONE PUBLIC CHARITY ONE-TIME GRANT TO PROVIDE EMERGENCY FUNDING FOR COVID 19 RELIEF 150000 SECOND HARVEST FOOD BANK 750 CURTNER AVENUE SAN JOSE CA 95125 NONE PUBLIC CHARITY FUNDS TO MEET SUMMER MATCH 100000 SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION 1201 BREWSTER AVENUE REDWOOD CITY CA 94062 NONE PUBLIC CHARITY FUNDING FOR TEAM ASCENT AND ATLAS PROGRAMS; TEACHER DEVELOPMENT 185000 SEQUOIA UNION HIGH SCHOOL DISTRICT 480 JAMES AVENUE REDWOOD CITY CA 94062 NONE GOV FUNDING FOR GROWING OUR OWN PROGRAM AND PROFESSIONAL DEVELOPMENT 150000 TRINITY CHURCH 330 RAVENSWOOD AVENUE MENLO PARK CA 94025 NONE PUBLIC CHARITY MATCHING GRANT PROGRAM 15000 TUFTS UNIVERSITY 80 GEORGE STREET MEDFORD MA 02155 NONE PUBLIC CHARITY SUPPORT FOR THE DEAN OF ARTS AND SCIENCES DISCRETIONARY FUND FOR INNOVATION 85000 TUFTS UNIVERSITY 80 GEORGE STREET MEDFORD MA 02155 NONE PUBLIC CHARITY FINANCIAL AID FOR FAMILIES AFFECTED BY COVID 19 500000 TUFTS UNIVERSITY 80 GEORGE STREET MEDFORD MA 02155 NONE PUBLIC CHARITY FINANCIAL AID FOR FAMILIES AFFECTED BY COVID 19 500000 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PUBLIC CHARITY SCHOOL OF PUBLIC HEALTH - GENERAL OPERATING TO THE CENTER FOR PUBLIC HEALTH PRACTICE & LEADERSHIP 150000 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PUBLIC CHARITY JACOBS INSTITUTE - SUPPORT FOR SPARK AND IGNITER GRANTS 50000 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PUBLIC CHARITY THE JACOBS INSTITUTE FOR DESIGN INNOVATION - UPGRADE FAB TOOLS 100000 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PUBLIC CHARITY THE DIVISION OF DATA SCIENCE AND INFORMATION - GENERAL OPERATING 250000 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PUBLIC CHARITY JACOBS INSTITUTE FOR DESIGN INNOVATION 25000 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PUBLIC CHARITY THE BERKELEY BASIC NEEDS FUND - COVID 19 EMERGENCY FUNDING 40000 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PUBLIC CHARITY THE EUSTACE-KWAN UNDERGRADUATE MATHEMATICS EVALUATION PILOT FUND - IMPLEMENTATION OF MATH PILOT 200000 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PUBLIC CHARITY THE EMERGENCY ASSITANCE SCHOLARSHIP - EMERGENCY SCHOLARSHIP FUND 500000 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PUBLIC CHARITY THE EUSTACE-KWAN UNDERGRADUATE MATHEMATICS EVALUATION PILOT FUND - IMPLEMENTATION OF MATH PILOT 100000 7059309 0 14 409827 18 640288 0 1050115 0 1050115 0 0 0 0 0 0 0 0 0 0 TAX PREP 4000 2000 2000 AUDIT - DELUCCHI, HAWN 17350 8675 8675 MUTUAL FUNDS/ETFS AT COST 9448244 11179937 CA FILING/REGISTRATION FEES 85 0 85 ACCOUNTING SOFTWARE 960 480 480 ASSET MANAGEMENT FEES 67400 67400 0 CONSULTING FEES 18000 18000 0