2025-10-27T19:36:37-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990PF 2024-07-01 136066963 THE LIPMAN FAMILY FOUNDATION INC LIPM 6502695295 CO LESTER GREENBERG 1350 BROADWAY NEW YORK NY 10018 PETER W LIPMAN VICE PRESIDENT 6502695295 2025-11-01 1 1 MATTHEW PETROSKI P00853132 4082006400 2025-10-23 2024 2025-03-06 01:10:19Z X 77901967 X X 3692 3692 976795 976795 7423194 37128593 7423194 76068 81836 8479749 8485517 0 0 0 18260 3652 14608 242166 242166 0 134744 3459 1500 114775 113888 887 509945 363165 16995 2520653 2520653 3030598 363165 2537648 5449151 8122352 23061 33979 33979 940121 1765791 1765791 20768634 5025190 13696900 25889003 46258035 52848006 1270116 1257091 9557291 48890935 54340086 77901967 0 0 X 6626641 6626641 0 0 42264294 47713445 48890935 54340086 48890935 54340086 48890935 5449151 0 54340086 0 54340086 PUBLICLY TRADED SECURITIES 37128593 29621246 7507347 7507347 PARTNERSHIP CAPITAL GAIN 84153 -84153 -84153 7423194 112901 0 112901 0 112901 128000 0 0 0 128000 27 15072 15072 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THE ORGANIZATION 6502695295 C/O LESTER GREENBERG 1350 BROADWAY NEW YORK NY 10018 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN SHAHEEN 621 MINER ROAD ORINDA CA 94563 DIRECTOR 0.00 0 0 0 BEVERLY S LIPMAN 188 FAVONIO ROAD PORTOLA VALLEY CA 94028 PRESIDENT 7.00 0 0 0 PETER W LIPMAN 188 FAVONIO ROAD PORTOLA VALLEY CA 94028 VICE PRESIDENT 5.00 0 0 0 TIMOTHY E LIPMAN 621 MINER ROAD ORINDA CA 94563 TREASURER 1.00 0 0 0 BENJAMIN H LIPMAN 188 FAVONIO ROAD PORTOLA VALLEY CA 94028 SECRETARY 1.00 0 0 0 NONE 0 EHRENKRANZ PARTNERS 375 PARK AVE SUITE 2800 NEW YORK NY 10152 INVESTMENT MANAGEMENT 210081 NEUBERGER BERMAN BD LLC 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 INVESTMENT CUSTODIAN SERVICES 145973 0 0 65409482 1024007 0 66433489 0 0 66433489 996502 65436987 3271849 3271849 112901 112901 3158948 0 3158948 0 3158948 2537648 0 2537648 3158948 0 0 1537700 1537700 2537648 0 0 0 2537648 0 621300 621300 916400 0 0 0 0 0 0 0 916400 916400 X ACLU FOUNDATION 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 NONE PC TO PROTECT ABORTION 15000 ACTERRA 3921 EAST BAYSHORE ROAD PALO ALTO CA 94303 NONE PC TO CREATE LOCAL SOLUTIONS FOR A HEALTHY PLANET 5000 SHREM MUSEUM OF ART AT UC DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 NONE PC TO SUPPORT ART 210000 ASIAN ART MUSEUM 200 LARKIN STREET SAN FRANCISCO CA 941024734 NONE PC TO BRING THE DIVERSE CULTURES OF ASIA TO LIFE 2000 BAY AREA LYME FOUNDATION 884 PORTOLA ROAD SUITE A7 PORTOLA VALLEY CA 94028 NONE PC TO ACCELERATE MEDICAL BREAKTHROUGHS FOR LYME DISEASE 2000 CA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DR SAN FRANCISCO CA 94118 NONE PC TO PROMOTE SCIENCE 349 CA STATE PARKS FOUNDATION 33 NEW MONTGOMERY STREET 520 SAN FRANCISCO CA 94105 NONE PC TO PROTECT AND PRESERVE THE CALIFORNIA STATE PARK SYSTEM 5000 CALIFORNIA LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 3435 WILSHIRE BLVD SUITE 330 LOS ANGELES CA 90010 NONE PC TO IMPROVE THE QUALITY OF THE ENVIRONMENT FOR ALL CALIFORNIANS 5000 CALIFORNIA TRANSPORTATION FOUNDATION 9500 KIEFER BLVD SACRAMENTO CA 95827 NONE PC TO SUPPORT CTF PROGRAMS 25000 CANTOR ART CENTER (STANFORD) 328 LOMITA DRIVE AT MUSEUM WAY STANFORD CA 943055060 NONE PC TO PROMOTE ARTS 5000 COMPASSION AND CHOCIES 8156 S WADSWORTH BLVD E-162 LITTLETON CO 80128 NONE PC TO IMPROVE CARE OF END-OF-LIFE JOURNEY 500 DOCTORS FOR GLOBAL HEALTH--TIM PO BOX 1761 DECATUR GA 30031 NONE PC TO IMPROVE HEALTH AND FOSTER OTHER HUMAN RIGHTS 10000 EARTHJUSTICE 50 CALIFORNIA ST STE 500 SAN FRANCISCO CA 94111 NONE PC TO PROTECT PEOPLES HEALTH, TO PRESERVE MAGNIFICENT PLACES AND WILDLIFE, TO ADVANCE CLEAN ENERGY, AND TOCOMBAT CLIMATE CHANGE 10000 ECUMENICAL HUNGER PROGRAM 2411 PULGAS AVE EAST PALO ALTO CA 94303 NONE PC TO PROMOTE EDUCATION 5000 EMBARCADERO MEDIA 450 CAMBRIDGE AVE PALO ALTO CA 94306 NONE PC TO ENHANCE THE QUALITY OF LIFE AND DEMOCRACY 500 ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE SOUTH NEW YORK NY 10010 NONE PC TO MAKE THE ENVIRONMENT SAFER AND HEALTHIER FOR US ALL 20000 FINCA 1301 K STREET NW SUITE 300W WASHINGTON DC 20005 NONE PC TO HELP END POVERTY 500 FINE ARTS MUSEUMS OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DR SAN FRANCISCO CA 94118 NONE PC TO PROMOTE ARTS 5000 FOR-SITE FOUNDATION 2 MARINA BLVD BUILDING C SAN FRANCISCO CA 94123 NONE PC TO PROMOTE THE CREATION, UNDERSTANDING, AND PRESENTATION OF ART 50000 FOS FEMINISTA 125 MAIDEN LANE 9TH FLOOR NEW YORK NY 10038 NONE PC TO SUPPORT SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS 1000 FRIENDS OF HUDDART & WUNDERLICH PARKS 2961 WOODSIDE RD WOODSIDE CA 94062 NONE PC TO PRESERVING THE LOCAL ENVIRONMENT AND HISTORIC LEGACIES OF THESE TWO EXCEPTIONAL PARKS IN WOODSIDE, CA 2000 FRIENDS OF PORTOLA VALLEY LIBRARY 765 PORTOLA ROAD PORTOLA VALLEY CA 94028 NONE PC TO PROMOTE AND AUGMENT THE DEVELOPMENT AND USE OF RESOURCES AND SERVICES OF THE PORTOLA VALLEY LIBRARY FOR THE BENEFIT OF LOCAL RESIDENTS 1000 GOLDEN GATE NAT PARK CONSERVENCY 201 FORT MASON SAN FRANCISCO CA 94123 NONE PC TO PROTECT ENVIRONMENT 1000 GRASSROOTS ECOLOGY 3921 EAST BAYSHORE ROAD PALO ALTO CA 94303 NONE PC TO RESTORE NATURAL FUNCTIONS TO THE ECOSYSTEM 5000 GREEN FOOTHILLS 3921 EAST BAYSHORE ROAD PALO ALTO CA 94303 NONE PC TO PROTECT OPEN SPACE, FARMLAND, AND NATURAL RESOURCES IN SAN MATEO AND SANTA CLARA COUNTIES 5000 GSA FOUNDATION 3300 PENROSE PLACE BOULDER CO 80301 NONE PC TO STRENGTHEN GSA'S MISSION TO BE THE PREMIER GEOLOGICAL SOCIETY SUPPORTING THE GLOBAL COMMUNITY IN SCIENTIFIC DISCOVERY, COMMUNICATIONS, AND APPLICATION OF GEOSCIENCE KNOWLEDGE. 200000 HEADWATERS SCIENCE INSTITUTE 53964 SHERRITT LN SODA SPRINGS CA 95728 NONE PC TO FOSTER CURIOSITY THROUGH SCIENCE 2100 HONOLULU CIVIL BEAT 3465 WAIALAE AVENUE 200 HONOLULU HI 96816 NONE PC TO CULTIVATE AN INFORMED BODY OF CITIZENS, ALL STRIVING TO MAKE HAWAII A BETTER PLACE TO LIVE. 500 INSTITUTE OF CONTEMPORARY ART SAN JOSE 560 SOUTH FIRST STREET SAN JOSE CA 95113 NONE PC TO SUPPORT THE WORKER OWNERSHIP SECTOR 20000 INTERNATIONAL RESCUE COMMITTEE (UKRAINE) 122 EAST 42ND STREET NEW YORK NY 101681289 NONE PC TO HELP PEOPLE SURVIVE, RECOVER AND REBUILD THEIR LIVES. 20000 JOHN MUIR LAND TRUST 924 MAIN ST MARTINEZ CA 94553 NONE PC TO PROTECT THE PLACES THAT MAKE THE EAST BAY SPECIAL 100000 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 NONE PC TO SERVE AUDIENCES WITH TRUSTED, QUALITY PROGRAMMING, SO THAT INDIVIDUALS CAN ACHIEVE THEIR FULL POTENTIAL. 25000 LAND TRUST OF SANTA CRUZ 617 WATER STREET SANTA CRUZ CA 95060 NONE PC TO PROTECT, CARE FOR, AND CONNECT PEOPLE TO THE EXTRAORDINARY LANDS THAT MAKE THIS AREA SPECIAL. 5000 MEDECINS SAN FRONTIERES 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC TO PROVIDE IMPARTIAL MEDICAL RELIEF TO THE VICTIMS OF WAR, DISEASE, AND NATURAL OR MAN-MADE DISASTER, WITHOUT REGARD TO RACE, RELIGION, OR POLITICAL AFFILIATION. 5000 MOMA (NY) 11 WEST 53RD STREET NEW YORK NY 10009 NONE PC TO PROMOTE ARTS 600 MONTALVO PO BOX 158 SARATOGA CA 95071 NONE PC TO PROMOTE ARTS 294648 NATIONAL PARKS CONSERVATION ASSOCIATION 6TH STREET NW SUITE 700 WASHINGTON DC 20001 NONE PC TO PROTECT AND ENHANCE AMERICA'S NATIONAL PARK SYSTEM FOR PRESENT AND FUTURE GENERATIONS. 5000 NATIONAL TRUST FOR HISTORIC PRESERVATION 600 14TH STREET NW STE 500 WASHINGTON DC 20005 NONE PC TO SUPPORT PERSEVATION 500 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 NONE PC TO SAFEGUARD THE EARTHITS PEOPLE, ITS PLANTS AND ANIMALS, AND THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS 10000 NATURE CONSERVENCY 201 MISSION STREET 4 SAN FRANCISCO CA 94105 NONE PC TO CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS 20000 NEVELSON ST PETERS RENOVATION 719 5TH STREET COLUMBUS IN 47201 NONE PC TO PROMOTE ARTS 15000 NM BUREAU GEOLOGY & MINERAL RESOURCES (GEOCHRON LAB) 801 LEROY PL SOCORRO NM 87801 NONE PC TO CONDUCT RESEARCH AND INTERACT WITH STATE AND FEDERAL AGENCIES AND INDUSTRY TO FACILITATE PRUDENT EXPLOITATION OF THE STATE'S GEOLOGICAL RESOURCES 35000 OAKLAND MUSEUM 1000 OAK ST OAKLAND CA 94607 NONE PC TO INSPIRE ALL CALIFORNIANS TO CREATE A MORE VIBRANT FUTURE FOR THEMSELVES AND THEIR COMMUNITIES. 5000 OPERATION SMILE 3641 FACULTY BOULEVARD VIRGINIA BEACJ VA 23453 NONE PC TO SUPPORT MEDICAL CARE 1543 ORINDA HIGH SCHOOL 80 IVY DRIVE ORINDA CA 94563 NONE PC TO REMIND OUR STUDENTS THAT A COMPLETE EDUCATION INCLUDES A SENSE OF COMMUNITY 1800 PALO ALTO ARTS CENTER 1313 NEWELL RD PALO ALTO CA 94303 NONE PC TO PROMOTE ARTS 5000 PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 94301 NONE PC TO PROTECT AND CARE FOR OPEN SPACE, FARMS AND PARKLAND IN AND AROUND SILICON VALLEY 30000 TOWN OF PORTOLA VALLEY 765 PORTOLA RD PORTOLA VALLEY CA 94028 NONE GOV TO SUPPORT SHADY TRAIL RECONSTRUCTION 10000 PLANNED PARENTHOOD FEDERATION 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE PC TO IMPROVE OUR COMMUNITIES' SEXUAL AND REPRODUCTIVE HEALTH OUTCOMES THROUGH HEALTH CARE, EDUCATION, AND ADVOCACY. 20000 PROPUBLICA 155 AVENUE OF THE AMERICAS FLOOR 13 NEW YORK NY 10013 NONE PC TO EXPOSE ABUSES OF POWER AND BETRAYALS OF THE PUBLIC TRUST BY GOVERNMENT, BUSINESS, AND OTHER INSTITUTIONS 2000 ROCKY MOUNTAIN INSTITUTE 22830 TWO RIVERS ROAD BASALT CO 81621 NONE PC TO CREATE A CLEAN, PROSPEROUS, AND SECURE ENERGY FUTURE 10000 SAN JOSE MUSEUM OF ART 110 SOUTH MARKET STREET SAN JOSE CA 95113 NONE PC TO PROMOTE ARTS ($958,675 CASH AND $1,420,000 ART DONATION) 525000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 NONE PC TO SUPPORT CHILDREN'S LIFE 500 SECOND HARVEST OF SILICON VALLEY 500-B SPRATT STREET CHARLOTTE NC 28206 NONE PC TO LEAD OUR COMMUNITY TO ENSURE THAT ANYONE WHO NEEDS A HEALTHY MEAL CAN GET ONE 5000 SEMPERVIRENS FUND 419 S SAN ANTONIO RD 211 LOS ALTOS CA 94022 NONE PC TO PROTECT AND PERMANENTLY PRESERVE REDWOOD 250000 SEQUOIA HOSPITAL FOUNDATION 170 ALAMEDA DE LAS PULGAS REDWOOD CITY CA 94062 NONE PC TO DEVELOP AND SECURE FUNDING FOR THE BENEFIT OF SEQUOIA HOSPITAL 5000 SEVA FOUNDATION (TIM) 1786 FIFTH ST BERKELEY CA 94710 NONE PC TO RESTORE SIGHT AND PREVENT BLINDNESS 10000 SF MUSEUM OF MODERN ART 151 THIRD ST SAN FRANCISCO CA 94103 NONE PC TO PROMOTE ARTS 5000 SIERRA CLUB FOUNDATION 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 NONE PC TO PROMOTE ENVIRONMENTAL EFFORTS 15000 STANFORD HEALTHCARE PARTNERS 300 PASTEUR DR STANFORD CA 94305 NONE PC TO HEAL HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME. 5000 STANFORD SUSTAINABILITY FUND 301 PASTEUR DR STANFORD CA 94305 NONE PC TO SUPPORT EDUCATION 10000 STORM KING ART CENTER 1 MUSEUM ROAD NEW WINDSOR NY 12533 NONE PC TO PROMOTE ARTS ($235,000 CASH AND $500,000 ART DONATION) 335000 THE FOOD BANK 2611 KILIHAU ST HONOLULU HI 96819 NONE PC TO HELP FIGHT HUNGER 5000 TRANSFORM 560 14TH ST STE 400 OAKLAND CA 94612 NONE PC TO PROMOTE WALKABLE COMMUNITIES WITH EXCELLENT TRANSPORTATION CHOICES TO CONNECT PEOPLE OF ALL INCOMES TO OPPORTUNITY, MAKE CALIFORNIA AFFORDABLE, AND HELP SOLVE OUR CLIMATE CRISIS. 20000 UNHCR (UKRAINE) 1310 L ST NW 450 WASHINGTON DC 20005 NONE PC TO PROTECT REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY. 10000 UNION OF CONCERNED SCIENTISTS 1825 K ST NW SUITE 800 WASHINGTON DC 20006 NONE PC TO SUPPORT SCIENTISTS 20000 USGS-STANFORD FELLOWSHIP 12201 SUNRISE VALLEY DRIVE RESTON VA 20192 NONE PC TO CONDUCT PEER-REVIEWED RESEARCH USING INNOVATIVE TOOLS 5000 VERTILE FOUND--SERINA 6681 ARAPAHOE RD STE 1 BOULDER CO 80303 NONE PC TO EMPOWER EACH CHILD WITH OPPORTUNITIES TO ENVISION AND REALIZE A HEALTHY FUTURE 5113 VOTE SMART 1153 24TH STREET DES MOINES IA 50311 NONE PC TO PROVIDE FREE, FACTUAL, UNBIASED INFORMATION ON CANDIDATES AND ELECTED OFFICIALS TO ALL AMERICANS 3000 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 NONE PC TO PROMOTE ARTS 30000 WIKIPEDIA 149 NEW MONTGOMERY STREET FLOOR 6 SAN FRANCISCO CA 94105 NONE PC TO EMPOWER AND ENGAGE PEOPLE AROUND THE WORLD TO COLLECT AND DEVELOP EDUCATIONAL CONTENT UNDER A FREE LICENSE OR IN THE PUBLIC DOMAIN, AND TO DISSEMINATE IT EFFECTIVELY AND GLOBALLY 500 WOODSIDE FIRE DEPARTMENT FOUNDATION 3111 WOODSIDE ROAD WOODSIDE CA 94064 NONE PC TO PROTECT LIFE, PROPERTY AND THE ENVIRONMENT THROUGH PREVENTION, EDUCATION, PREPAREDNESS 2000 WORLD CENTRAL KITCHEN (UKRAINE) 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PC TO OFFER ACCESS TO PROFESSIONAL CULINARY TRAINING, AND IMPROVING FOOD SECURITY FOR THE PEOPLE WE SERVE 20000 2520653 0 14 3692 14 976795 01 2642 18 7423194 PASSTHRU INTEREST 14 1987 PASSTHRU DIVIDEND 14 19571 PASSTHRU CAPITAL GAIN -6043 18 PASSTHRU OTHER INCOME 275 14 57636 -5768 8485517 0 8479749 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 18260 3652 14608 AIR PRODUCTS & CHEM 147629 317318 ALPHABET INC 116879 137477 AMAZON 168087 345539 ANALOG DEVICES INC COM 152388 368931 AON PLC COM USD0.01 CL A 170001 651087 APOLLO GLOBAL MGMT INC 207231 556982 APPLE INC 56919 282109 ASTRAZENECA ADR REP 372740 384340 AVERY DENNISON CORP 354976 311459 BERKSHIRE HATHAWAY INC DEL CL B NEW 151470 449337 BLACKSTONE GROUP INC COM 62105 243068 C S X CORP 153777 556342 GE AEROSPACE 393127 624171 HOME DEPOT 119589 157655 JPMORGAN CHASE & CO 116497 507343 KYNDRYL HLDGS INC 326645 974521 LINDE PLC COM EURO 336125 656852 LILLY ELI &CO COM NPV 97426 1079649 MICROSOFT CORP 215775 1430054 MOTOROLA SOLUTIONS INC COM NEW 311132 620179 ORACLE CORP COM 146947 1022095 PROGRESSIVE CORP 151916 286874 SERVICENOW INC COM 52794 221037 T MOBILE US INC COM 274354 970909 THERMO FISHER SCIENTIFIC INC 137607 172320 VISA INC 231054 369252 SCHWAB VARIABLE SHARE AT COST 1320331 1320473 VANGUARD S&P 500 ETF AT COST 3396369 5076653 VANGUARD FTSE ALL WORLD AT COST 4999586 5421831 ARISTOTLE STRATEGIC INCOME FUND AT COST 3982059 4071868 ARTISAN HIGH INCOME FUND ADVISOR CLASS AT COST 2779550 2892884 VANGUARD TREASURY MONEY MARKET FUND INVESTOR SHARES AT COST 6234522 6234522 THE 2023 ETF SER TR EAGLE CAP SELECT EQUITY ETF AT COST 6139624 6885688 VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD AT COST 1999401 2109229 EP ABSOLUTE RETURN STRATEGIES LTD AT COST 4962002 8618841 EP HEDGED EQUITY STRATEGIES LTD AT COST 853428 187648 EP PRIVATE EQUITY STRATEGIES 2019 LTD AT COST 3723849 4186612 EP PRIVATE EQUITY STRATEGIES 2022 LTD AT COST 850000 863711 EP LIFE SCIENCES LTD AT COST 2500000 2229938 EP PRIVATE CREDIT STRATEGIES 2022 AT COST 1403740 1643283 CROW HOLDING REALTY PARTNERS X-A LP AT COST 1113574 1104825 UNSETTLED DIVIDEND 14816 1791 1791 FINE ARTS 1255300 1255300 9555500 ART STORAGE 887 0 887 PASSTHRU INVESTMENT INTEREST 1747 1747 0 PASSTHRU OTHER PORTFOLIO DEDUCTION 112141 112141 0 UNSETTLED DIVIDENDS 1791 1791 1791 LEGAL SETTLEMENT INCOME 824 824 824 MISC INCOME 27 27 27 PASSTHRU INTEREST 1987 1987 1987 PASSTHRU DIVIDEND 19571 19571 19571 PASSTHRU CAPITAL GAIN -6043 0 -6043 PASSTHRU OTHER INCOME 57911 57636 57911 INVESTMENT ADVISORY FEES 242166 242166 0 NEW YORK STATE REGISTRATION FEE AND UBI TAX 1500 0 1500 PASSTHRU FOREIGN TAX PAID 3459 3459 0 NEW YORK STATE UBI TAX 250 0 0 FEDERAL EXCISE TAX 129535 0 0