2020-11-06T13:26:21-06:00 2019-12-31 943145806 REALIZE CPA LLP 50 CALIFORNIA STREET SUITE 3550 SAN FRANCISCO CA 94111 990PF 2019-01-01 823458443 GREENBRIDGE FAMILY FOUNDATION GREE 4153625990 50 CALIFORNIA STREET NO 3550 SAN FRANCISCO CA 94111 JASON GREEN PRESIDENT & DIRECTOR 4153625990 2020-11-04 1 KYLE M VINEYARD P00653810 4153625990 72.164.171.10 2020-11-04 14:08:15 PS P 5070BE914E48DB83EF7A7AE439B11F9502221620 5B96FD6F25BF519C6E89DD8905E4F7BA5475A5F3 2019 2021-04-22 16:20:28Z X 5061093 X 2738936 31982 31982 54383 54383 117257 3248264 2553680 2942558 2640045 0 0 0 8093 8093 0 3500 1750 1750 11593 9843 1750 209000 209000 220593 9843 210750 2721965 2630202 1156996 1038409 1038409 896699 3737251 4022684 2053695 4775660 5061093 0 0 X 1862132 1862132 0 0 191563 2913528 2053695 4775660 2053695 4775660 2053695 2721965 0 4775660 0 4775660 MERRILL LYNCH #03089 P 209339 363 208976 208976 MERRILL LYNCH #03090 P 522493 521540 953 953 MERRILL LYNCH #03090 P 671586 168931 502655 502655 MERRILL LYNCH #03091 P 1844846 3750 1841096 1841096 2553680 0 6940 1799974 0.003856 0 5028 0.000000 0.003856 0.001928 4015616 7742 26302 34044 210750 X 26302 0 26302 0 26302 3279 105000 0 108279 0 81977 81977 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 0 N/A REALIZE CPA LLP 4153625990 50 CALIFORNIA STREET SUITE 3550 SAN FRANCISCO CA 94111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JASON GREEN 249 BRIDGE ROAD HILLSBOROUGH CA 94010 PRESIDENT & DIRECTOR 1.00 0 0 0 ANN GREEN 249 BRIDGE ROAD HILLSBOROUGH CA 94010 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1862245 2214523 0 4076768 0 0 4076768 61152 4015616 200781 200781 26302 26302 174479 0 174479 0 174479 210750 0 210750 26302 184448 174479 82615 0 0 210750 82615 0 0 128135 0 0 0 0 0 0 0 0 46344 0 0 0 X ENDEAVOR GLOBAL INC 900 BROADWAY SUITE 301 NEW YORK NY 10003 NONE 501C(3) TO SUPPORT ENTREPRENEURS CONTINUE TO TRANSFORM THEIR COMMUNITIES, CREATE QUALITY JOBS AND INSPIRE FUTURE GENERATIONS OF FOUNDERS 50000 MOCHARY FOUNDATION 131 E 28TH AVENUE SAN MATEO CA 94403 NONE 501C(3) TO SUPPORT FORMERLY INCARCERATED AMERICAN GET AND KEEP A LEGITIMATE JOB. 110000 NUEVA SCHOOL 131 E 28TH AVENUE SAN MATEO CA 94403 NONE 501C(3) TO SUPPORT EDUCATIONAL ACTIVITIES 10000 ST BALDRICKS 1333 SOUTH MAYFLOWER AVENUE SOUTE 400 MONROVIA CA 91016 NONE 501C(3) TO SUPPORT FINDING A CURE FOR CANCER 1000 FULFILLMENT FUND 6100 WILSHIRE BOULEVARD SUITE 600 LOS ANGELES CA 90048 NONE 501C(3) TO SUPPORT YOUTH MAKE COLLEGE A REALITY 500 ECHO FOUNDATION 1125 E MOREHEAD ST 101 CHARLOTTE NC 28204 NONE 501C(3) TO SUPPORT HUMANITARIAN SERVICES 5000 CLAREMONT COLLEGES 747 N DARTMOUTH AVE CLAREMONT CA 91711 NONE 501C(3) TO SUPPORT EDUCATION SERVICES 2500 THE AVALON ACADEMY 818 MAHLER ROAD BURLINGAME CA 94010 NONE 501C(3) TO SUPPORT EDUCATION SERVICES 7500 STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 NONE 501C(3) TO SUPPORT EDUCATION SERVICES 10000 COLLEGE OF THE HOLY CROSS 1 COLLEGE STREET WORCESTER MA 01610 NONE 501C(3) TO SUPPORT EDUCATION SERVICES 5000 FABNEWPORT 1 YORK STREET NEWPORT RI 02840 NONE 501C(3) TO SUPPORT EDUCATION SERVICES 7500 209000 0 14 31982 14 54383 18 117257 0 203622 0 203622 0 0 0 0 0 0 0 0 0 0 X X 1 JASON E GREEN AND ANN GREEN 249 BRIDGE RD HILLSBOROUGH CA 94010 1829940 X 2 JASON E GREEN AND ANN GREEN 249 BRIDGE RD HILLSBOROUGH CA 94010 707150 X 3 JASON E GREEN AND ANN GREEN 249 BRIDGE RD HILLSBOROUGH CA 94010 201846 X 1 15,000 SHARES OF VEEVA SYSTEMS INC. 1829940 2019-03-19 2 5,000 SHARES OF VEEVA SYSTEMS INC. 707150 2019-05-15 3 1,429 SHARES OF VEEVA SYSTEMS INC. 201846 2019-12-20 VEEVA 250072 542833 599634 36 SHS HEALTH CARE SELECT SPDR 2967 290 SHS ISH TR CORE DIVID GROWTH 9925 476 SHS ISHARES CORE S&P TOTAL 28813 58 SHS ISHARES EDGE MCI 4857 165 SHS ISHARES MSCI GLOBAL GOLD 3007 247 SHS ISHARES INC CORE MSCI 14066 217 SHS SCHWAB US LARGE-CAP VA 11625 43 SHS SECTOR SPDR ENERGY 3007 107 SHS SPDR US FINANCIAL SECTOR 2957 212 SHS VANGAURD TOTAL STK MKT 28812 97 SHS VANGAURD DIVIDEND 9804 608 SHS VANGUARD TOTAL INTL STK 34279 126 SHS VANGUARD INTERNATIONAL 8180 1425 SHS CREDIT SUISSE COMMODITY 6826 548 SHS ISH TR CORE DIVID GROWTH 18781 520 SHS ISHARES CORE US 55724 1983 SHS ISHARES CORE S&P TOTAL 118385 1130 SHS ISHARES GOLD TR 13994 403 SHS ISHARE MSCI GLOBAL GOLD 7273 151 SHS PIMCO 0-5 YEAR H/Y CORP 15043 4789 SHS PIMCO INCOME FUND CL 12 58810 222 SHS SCHWAB US LARGE-CAP VA 11820 115 SHS SECTOR SPDR ENERGY 7707 526 SHS SPDR BLMBRG BRCLY 18831 530 SHS SPPDR PROTFOLIO INTERMEDIA 17728 282 SHS SPDR US FINANCIAL SECTOR 7669 608 SHS VANGUARD FTSE EMERGING 25854 185 SHS VANGUARD DIVIDEND 18730 1535 SHS VANGUARD TOTAL INTL STK 84889 SALES PROCEEDS RECEIVABLE 22953 SECURITIES IN TRANSIT -26689 260 SHS ISHARES EDGE MSCI 0 22891 24916 1242 ISHARES IBOXX$ HIGH YIELD 0 105484 109221 15,512 SHS PIMCO INCOME FUND CL 12 0 185783 186776 359 SHS SPDR GOLD TRUST 0 43851 51301 9,944 SHS SPDR PORTFOLIO LARGE CAP 0 316995 376082 6,926 SHS SPDR PORTFOLIO DEVELOPED 0 196499 217130 1,981 SHS SPDR PORTFOLIO S&P 500 0 58971 69157 2,173 SHS SPDR PORTFOLIO EMERGING 0 74287 81683 405 SHS VANGUARD DIVIDEND 0 44338 50487 2,957 SHS VANGUARD TOTAL BOND MKT 0 236868 247974 645 SHS VANGUARD INTERNATIONAL 0 41017 46479 1,328 SHS WISOMTREE US QUALITY 0 54212 64368 3,310 SHS ISH TR CORE DIVID GROWTH 0 131108 139252 4,854 SHS ISHARES CORE S&P TOTAL 0 333838 352837 582 SHS ISHARES EDGE MSCI 0 53665 55773 3,078 SHS ISHARES INC CORE MSCI 0 164181 165473 2,161 SHS SCHWAB US LARGE-CAP VA 0 124826 129919 2,151 SHS SCHWAB EMERGING MARKETS 0 52723 58873 2,156 SHS VANGUARD TOTAL STK MKT 0 333653 352765 894 SHS VANGUARD DIVIDEND 0 105048 111446 7,700 SHS VANGUARD TOTAL INTL STK 0 416646 428813 1,420 SHS VANGUARD INTERNATIONAL 0 97534 102325 ACCOUNTING FEE 3500 1750 1750 CUSTODY FEES 223 223 0 MANAGEMENT FEES 7870 7870 0