2019-08-12T18:10:36-05:00 2018-12-31 941527242 FARELLA BRAUN MARTEL LLP 235 MONTGOMERY STREET SUITE 1800 SAN FRANCISCO CA 94104 990PF 2018-01-01 942415607 RAMSAY FAMILY FOUNDATION RAMS 4152848673 PO BOX 193809 SAN FRANCISCO CA 941193809 SHU HUANG TREASURER 4152848673 2019-08-08 1 BARBARA A MURPHY P00439228 4159544400 38.110.143.106 2019-08-08 12:55:59 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 28C213D53A8E14F98989F67C7FD6FB72C8F4EE19 2018 2019-02-21 02:37:17Z X 22621261 X X 439789 439789 1654897 2264586 1654897 2094686 2094686 0 0 0 3736 0 3736 34048 0 34048 22689 22689 0 52430 11214 0 285 0 285 113188 33903 38069 597800 597800 710988 33903 635869 1383698 2060783 0 2111314 324289 324289 17477742 20631681 22296972 19589056 20955970 22621261 23617 6833 145000 125000 168617 131833 X 0 0 0 0 19420439 20824137 19420439 20824137 19589056 20955970 19420439 1383698 20000 20824137 0 20824137 4,709.57 SHARES T ROWE PRICE GWTH STOCK FD INV P 2004-10-04 2018-11-21 300000 116901 183099 183099 518.22 SHARES T ROWE PRICE GWTH STOCK FD INV P 2004-10-04 2018-12-18 30000 12864 17136 17136 SALE OF STOCKS - CHARLES SCHWAB ACCT#7305-4334 - P 2004-02-06 2018-06-18 909254 479924 429330 429330 DETAILS AVAILABLE UPON REQUEST P 0 0 CAPITAL GAINS DIVIDENDS P 1025332 1025332 1025332 1654897 0 404969 21623478 0.018728 905140 17366457 0.052120 698131 15624458 0.044682 640155 14219015 0.045021 403435 10765952 0.037473 0.198024 0.039605 24793380 981942 20608 1002550 635869 41216 0 41216 0 41216 34383 53000 0 87383 X 0 46167 46167 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A TREASURER 4152848673 199 FREMONT STREET 22ND FLOOR SAN FRANCISCO CA 94105 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NONIE B RAMSAY PO BOX 193809 SAN FRANCISCO CA 941193809 PRESIDENT & DIRECTOR 0.00 0 0 0 STEPHEN A RAMSAY PO BOX 193809 SAN FRANCISCO CA 941193809 CO-VICE PRESIDENT & DIRECTOR 0.00 0 0 0 ANDREW C RAMSAY PO BOX 193809 SAN FRANCISCO CA 941193809 CO-VICE PRESIDENT & DIRECTOR 0.00 0 0 0 SHELDON C RAMSAY PO BOX 193809 SAN FRANCISCO CA 941193809 DIRECTOR 0.00 0 0 0 NANCY S HAIR PO BOX 193809 SAN FRANCISCO CA 941193809 DIRECTOR 0.00 0 0 0 LINDSAY G RAMSAY PO BOX 193809 SAN FRANCISCO CA 941193809 DIRECTOR 0.00 0 0 0 GEORGE T ARGYRIS PO BOX 193809 SAN FRANCISCO CA 941193809 SECRETARY 0.00 0 0 0 SHU HUANG PO BOX 193809 SAN FRANCISCO CA 941193809 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 24274173 896771 0 25170944 0 0 25170944 377564 24793380 1239669 1239669 41216 41216 1198453 0 1198453 0 1198453 635869 0 635869 0 635869 1198453 587530 0 0 635869 587530 0 0 48339 0 0 0 0 0 0 0 0 1150114 0 0 0 NONIE B RAMSAY X AMBULATORY SURGERY ACCESS COALITION DBA OPERATION ACCESS 1119 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 N/A PC HELP BRIDGE THE HEALTHCARE GAP THROUGHOUT THE SAN FRANCISCO BAY AREA 20000 ARCS FOUNDATION INC PO BOX 29405 SAN FRANCISCO CA 941290405 N/A PC TO SUPPORT THE SCHOLAR AWARD FUND 20000 BERKELEY REPERTORY THEATRE 2025 ADDISON STREET BERKELEY CA 947041103 N/A PC 2018/19 ARTS EDUCATION & OUTREACH PROGRAM 20000 BUFFALO THERAPEUTIC RIDING CENTER INC 950 AMHERST STREET BUFFALO NY 14216 N/A PC TO HELP PROVIDE PROGRAM SUPPORT THROUGH SCHOLARSHIPS FOR THE STUDENTS 10000 CAMPAIGN FOR THE PRESERVATION OF MISSION SAN ANTONIO DE PADUA PO BOX 82 SAN ARDO CA 93450 N/A PC TO SUPPORT THE STATE-MANDATED SEISMIC RETROFIT-PRESERVATION PROJECT 50000 CATE SCHOOL THE 1960 CATE MESA ROAD POST OFFICE BOX 5005 CARPINTERIA CA 930145005 N/A PC 2017/18 ANNUAL FUND FOR STUDENT SUPPORT 15000 CATE SCHOOL THE 1960 CATE MESA ROAD POST OFFICE BOX 5005 CARPINTERIA CA 930145005 N/A PC 2015 PLEDGE (4 OF 5): SERVONS FUND, WHICH HELPS PROVIDE SABBATICALS & EDUCATIONAL OPPORTUNITIES FOR THE FACULTY MEMBERS 50000 COLBY COLLEGE 4000 MAYFLOWER HILL BOX 4345 WATERVILLE ME 04901 N/A PC TO SUPPORT THE ANNUAL FUND AND THE COMPUTER SCIENCE DEPARTMENT 5000 CRYSTAL SPRINGS UPLANDS SCHOOL 400 UPLANDS DRIVE HILLSBOROUGH CA 94010 N/A PC TO BENEFIT THE 2018-19 ANNUAL FUND AND THE CLASS OF 2001 DOC INGERSOLL FUND 3000 DISTRICT 10 WILD DUCK EGGS 10728 VIRGINIA WAY LIVE OAK CA 959632149 N/A PC SUPPORT THE COLLECTION OF DUCK EGGS, INCUBATING THE EGGS, RAISING THE DUCKS TO ADULTHOOD THEN RELEASING THEM INTO THE WILD 2000 CONSERVATION SOCIETY OF CALIFORNIA PO BOX 5238 9777 GOLF LINKS ROAD OAKLAND CA 94605 N/A PC SUPPORT THE COMPLETION OF THE CALIFORNIA TRAIL 2500 CONSERVATION SOCIETY OF CALIFORNIA PO BOX 5238 9777 GOLF LINKS ROAD OAKLAND CA 94605 N/A PC 2016 PLEDGE - SUPPORT THE CAPITAL CAMPAIGN 30000 GROTON SCHOOL PO BOX 991 GROTON MA 014500991 N/A PC TO BENEFIT GROTON'S ANNUAL FUND 3000 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 N/A PC SUPPORT EFFORTS TO FIND TALENTED LOCAL CREATORS 20000 LADEW TOPIARY GARDENS 601 FRANKLIN BUILDING 3451 WALNUT ST PHILADELPHIA PA 19104 N/A PC 2014 PLEDGE (5 OF 5): CAMPAIGN FOR LADEW TOPIARY GARDENS 5000 MILO FOUNDATION THE PO BOX 6625 ALBANY CA 94706 N/A PC TO SUPPORT THE NEW HORSE PASTURE PROJECT AND ONGOING RESCUE ACTIVITIES 12500 NARAL PRO-CHOICE AMERICA FOUNDATION 335 SOUTH VAN NESS AVE SAN FRANCISCO CA 94103 N/A PC TO SUPPORT EDUCATIONAL EFFORTS IN CALIFORNIA AND ACROSS THE COUNTRY 15000 NATIONAL DISASTER SEARCH DOG FOUNDATION 501 E OJAI AVE OJAI CA 93023 N/A PC HELP RECRUIT & TRAIN THE NEXT GENERATION OF SEARCH TEAMS FOR THE GREATER BAY AREA 20000 OAKLAND MUSEUM OF CALIFORNIA FOUNDATION 1000 OAK STREET OAKLAND CA 946074892 N/A PC SUPPORT 2018/19 LEARNING INITIATIVES PROGRAMS 15000 PIEDMONT BEAUTIFICATION FOUNDATION PIEDMONT CITY HALL 120 VISTA AVE PIEDMONT CA 94611 N/A PC TO SUPPORT THE BETTY SHAPIRO ENDOWMENT FUND 10000 PIEDMONT COMMUNITY CHURCH (PCC) 400 HIGHLAND AVENUE PIEDMONT CA 94611 N/A PC 2018 PIEDMONT COMMUNITY CHURCH STEWARDSHIP CAMPAIGN 10000 SAN FRANCISCO FILM SOCIETY 39 MESA STREET SUITE 110 SAN FRANCISCO CA 94129 N/A PC ANNUAL FUND'S EDUCATIONAL OUTREACH PROGRAMS 5000 SANTA CATALINA SCHOOL (SCS) 1500 MARK THOMAS DRIVE MONTEREY CA 939405291 N/A PC TO BENEFIT/SUPPORT THE SCHOOL'S EXTRA-CURRICULAR PROGRAMS 5000 SANTA CATALINA SCHOOL (SCS) 1500 MARK THOMAS DRIVE MONTEREY CA 939405291 N/A PC TO SUPPORT THE 2017-18 SANTA CATALINA FUND TO HELP MAINTAIN THE TUITION ASSISTANCE PROGRAM. 30000 SANTA CATALINA SCHOOL (SCS) 1500 MARK THOMAS DRIVE MONTEREY CA 939405291 N/A PC TO BENEFIT SCS'S ATHLETIC PROGRAMS & THE REMODELING OF THE ATHLETIC FIELD. 5000 SANTA CATALINA SCHOOL (SCS) 1500 MARK THOMAS DRIVE MONTEREY CA 939405291 PC TO SUPPORT THE 2018-19 SANTA CATALINA FUND TO HELP MAINTAIN THE TUITION ASSISTANCE PROGRAM. 30000 SANTA CATALINA SCHOOL (SCS) 1500 MARK THOMAS DRIVE MONTEREY CA 939405291 N/A PC TO SUPPORT THE HEAD'S DISCRETIONARY FUND 15000 SPARK 555 DE HARO STREET SUITE 330 SAN FRANCISCO CA 94107 N/A PC TO HOLD LAUNCH THE ENHANCED PROGRAM SEQUENCE IN THE BAY AREA 15000 STANFORD UNIVERSITY - GRADUATE SCHOOL OF BUSINESS PO BOX 20466 STANFORD CA 94309 N/A PC 2014 PLEDGE(5 OF 5): COHORT OF THE NEW EXECUTIVE PROGRAM FOR EDUCATION LEADERS (EPEL) PROGRAM 10000 THE ATHENIAN SCHOOL 2100 MT DIABLO SCENIC BLVD DANVILLE CA 94506 N/A PC TO SUPPORT THE ATHENIAN WILDERNESS EXPERIENCE 5000 THE CAREY SCHOOL ONE CAREY SCHOOL LANE SAN MATEO CA 944031299 PC 2018 PLEDGE (1 OF 4) TO SUPPORT THE EXPANDING POSSIBILITIES CAPITAL CAMPAIGN 25000 THE LITTLE SCHOOL 1520 LYON STREET SAN FRANCISCO CA 94115 N/A PC 2018 PLEDGE SUPPORTING THE LEGACY CAMPAIGN 30000 UNITED STATES EQUESTRIAN TEAM FOUNDATION INC 1040 POTTERSVILLE ROAD PO BOX 355 GLADSTONE NJ 07934 N/A PC TO SUPPORT ATHLETES, PROMOTING INTERNATIONAL EXCELLENCE AND BUILDING FOR THE FUTURE 30000 WASHINGTON INTERNATIONAL HORSE SHOW 3299 K ST NW WASHINGTON DC 20007 N/A PC TO SUPPORT THE PARTIAL SPONSORSHIP OF THE GEORGE H. MORRIS STYLE OF RIDING AWARD 7500 WELL TRAINED HORSES (ISCCOMA FARM) 11114 FALSTAFF ROAD SEBASTOPOL CA 95472 N/A PC TO SUPPORT VOLUNTEER EDUCATION AND ONGOING RESCUE ACTIVITIES IN LIGHT OF THE DEVASTATING FIRES OVER THE LAST YEAR 7500 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 065212038 N/A PC TO SUPPORT THE YALE COLLEGE ALUMNI FUND 2000 TIDES CANADA FOUNDATION 400-163 W HASTINGS STREET VANCOUVER CA V6B 1H5 N/A PC TO SUPPORT FACILITY RENOVATION AND ORGANIZATION YOUTH PROGRAMS 37800 597800 THE CAREY SCHOOL ONE CAREY SCHOOL LANE SAN MATEO CA 944031299 N/A PC TO SUPPORT THE EXPANDING POSSIBILITIES CAPITAL CAMPAIGN 75000 75000 14 439789 18 1654897 0 2094686 0 2094686 0 0 0 0 0 0 0 0 0 0 TAX & ACCOUNTING FEES 15000 0 15000 AUDIT FEES 19048 0 19048 ALL FOUNDATION OFFICERS ALL FOUNDATION OFFICERS VOLUNTEER THEIR TIME ON AN AS NEEDED BASIS AS IT RELATES TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES. FORM 990-PF, PART VII-B, LINE 1A(4) IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1 BARON GROWTH FUND (35,268.197 SHARES) 2012796 2157356 DODGE & COX INCOME FUND (241,405.847 SHARES) 3307703 3201042 DODGE & COX INTL STOCK FUND (66,455.957 SHARES) 2328192 2452889 DODGE & COX STOCK FUND (8,570.355 SHARES) 1493232 1481043 LONGLEAF PARTNERS SMALL CAP FUND (70,518.974 SHARES) 1950016 1558469 T ROWE PRICE GROWTH STOCK FUND (133,840.293 SHARES) 6514511 7643619 OTHER COMMON AND PREFERRED STOCKS - DETAILS AVAILABLE UPON REQUEST 3025231 3802554 LEGAL FEES 3736 0 3736 STATE FILING FEES 160 0 160 BANK FEES 125 0 125 EQUITY ADJUSTMENT TO ACCOUNT FOR CHANGES IN ACCRUAL OF GRANTS PAYABLE 20000 INVESTMENT MANAGEMENT FEES 22689 22689 0 FOREIGN TAXES 11214 11214 0 FEDERAL EXCISE TAX 41216 0 0