2020-04-27T12:15:15-05:00 2019-07-31 454001733 ROBERT J HINES CPA 200 KENTUCKY ST SUITE E PETALUMA CA 949523825 990PF 2018-08-01 680069874 KOSHLAND FOUNDATION KOSH 7077633355 PO BOX 7310 MENLO PARK CA 940267310 JAMES ESPOSTO CHIEF FINANCIAL OFFICER 7077633355 2020-04-21 1 ROBERT J HINES P00014061 7077633355 X 67.169.171.131 2020-04-21 10:36:35 PD P 536CAD4A9A8B99B55070A286F3E2348870316EF7 536CAD4A9A8B99B55070A286F3E2348870316EF7 2018 2021-09-10 13:11:23Z X 28813783 X X 109915 109915 555986 555986 1173237 1403568 1173237 1839138 1839138 8000 4000 4000 31325 0 0 26768 26768 0 39549 9549 0 5217 0 5057 110859 40317 9057 5109016 5109016 5219875 40317 5118073 -3380737 1798821 5748915 2142731 2142731 6572 6572 236080 14203460 14428907 26434972 2145 2145 0 19961092 16580355 28813783 0 0 X 0 0 0 0 19961092 16580355 19961092 16580355 19961092 16580355 19961092 -3380737 0 16580355 0 16580355 9333.82 SHS FRANKLIN RISING DIV FUND 625000 230331 394669 394669 MISC. SECURITIES LITIGATION SETTLEMENT PROCEEDS P 3731 3731 3731 CAPITAL GAINS DIVIDENDS P 774837 774837 774837 1173237 0 4688163 32433982 0.144545 3513252 31754352 0.110638 1773799 31732006 0.055899 1722912 33857160 0.050888 1127954 32510472 0.034695 0.396665 0.079333 28776969 2282963 17988 2300951 5118073 X 17988 0 17988 0 17988 41609 0 0 41609 0 23621 23621 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 7077633355 200 KENTUCKY ST STE E PETALUMA CA 940267310 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. 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HINES, CPA 14325 0 0 ACCOUNTING FEES - AUDIT 17000 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 SECURITY: FRANKLIN RISING DIVIDENDS FUND 2000 SHS PROCTOR & GAMBLE 6572 236080 OWL ROCK FMV 749996 774764 T ROWE PRICE CAPITAL APP FUND FMV 3459864 6604197 VANGUARD DIVIDEND GROWTH FUND FMV 2445014 7118401 VANGUARD ST INVESTMENT GRADE FUND FMV 1016425 1026022 FRANKLIN RISING DIVIDENDS FUND FMV 813135 2221568 CAPITAL WORLD GROWTH & INC FUND FMV 1047282 1682169 CAPITAL EUROPACIFIC GROWTH FUND FMV 2044692 3701943 CAPITAL ST BOND FUND FMV 1139795 1130542 CAPITAL WORLD BOND FUND FMV 1195444 1172566 ISHARES SELECT DIVIDEND EFT FMV 517260 1002800 ORGANIZATION COSTS 2145 2145 0 FRANCHISE TAX BOARD - CA 10 0 0 DEPT. 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