2017-05-15T13:17:39-05:00 2016-09-30 814234542 BPM LLP 2000 UNIVERSITY AVE STE 201 EAST PALO ALTO CA 94303 990PF 2015-10-01 522390855 DENNIS AND GLORIA O'BRIEN FOUNDATION DENN 6503770300 950 TOWER LANE SUITE 375 FOSTER CITY CA 94404 DENNIS O'BRIEN PRESIDENT 6503770300 2017-05-12 1 TAMARA L MCINERNEY P00011797 6508556800 2015 2021-01-29 14:40:06Z X 4393678 X 750000 32 32 110822 107330 -5403 968202 0 855451 107362 0 0 0 6511 3256 3255 85680 60680 25000 16682 3373 180 2521 1335 1139 111394 68644 29574 414407 414407 525801 68644 443981 329650 38718 46708 132403 132403 4019903 4263858 4261275 4066611 4396261 4393678 0 0 X 4066611 4396261 4066611 4396261 4066611 4396261 4066611 329650 0 4396261 0 4396261 SEVEN POST #1316 352741 363814 -11073 -11073 SEVEN POST #1316 255238 263251 -8013 -8013 SEVEN POST #1324 101786 106329 -4543 -4543 SEVEN POST #1324 229949 240211 -10262 -10262 MISCELLANEOUS OTHER GAINS 1258 1258 1258 CAPITAL GAINS DIVIDENDS P 27230 27230 27230 -5403 0 517738 3487576 0.148452 452282 3583860 0.126200 405933 4034157 0.100624 326688 4832582 0.067601 324819 5473514 0.059344 0.502221 0.100444 4147606 416602 387 416989 443981 X 387 0 387 0 387 6800 6800 6413 6413 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A TAMARA MCINERNEY 6508556800 2000 UNIVERSITY AVENUE SUITE 201 EAST PALO ALTO CA 94303 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DENNIS C O'BRIEN 950 TOWER LANE SUITE 375 FOSTER CITY CA 94404 PRESIDENT 0.00 0 0 0 GLORIA A O'BRIEN 950 TOWER LANE SUITE 375 FOSTER CITY CA 94404 SECRETARY 0.00 0 0 0 SUSAN FRIMEL 950 TOWER LANE SUITE 375 FOSTER CITY CA 94404 DIRECTOR 0.00 0 0 0 CHRIS O'BRIEN 950 TOWER LANE SUITE 375 FOSTER CITY CA 94404 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 4083728 127040 0 4210768 0 0 4210768 63162 4147606 207380 207380 387 387 206993 0 206993 0 206993 443981 0 443981 387 443594 206993 0 0 54433 86725 204819 273687 356899 976563 443981 0 0 0 206993 236988 0 0 1213551 0 0 0 0 0 0 54433 1159118 86725 204819 273687 356899 236988 DENNIS C O'BRIEN GLORIA A O'BRIEN X ALAMEDA BOYS AND GIRLS CLUB INC PO BOX 1069 ALAMEDA CA 94501 NONE PC GENERAL SUPPORT 1000 ALAN L AND RUTH STEIN EDUCATIONAL ASSISTANCE PROGRAM 600 CALIFORNIA STREET SUITE 900 SAN FRANCISCO CA 94108 NONE PC GENERAL SUPPORT 2500 AMERICAN IRELAND FUND 211 CONGRESS STREET BOSTON CA 02110 NONE PC GENERAL SUPPORT 250 ARCHBISHOP'S ANNUAL APPEAL 2015 1100 WOODSIDE ROAD REDWOOD CITY CA 94061 NONE PC GENERAL SUPPORT 1000 ATHERTON POLICE OFFICERS' ASSOCIATION 2421 BROADWAY STREET REDWOOD CITY CA 94063 NONE PC GENERAL SUPPORT 500 CATHOLIC CHARITIES CYO 990 EDDY STREET SAN FRANCISCO CA 94109 NONE PC SPONSORSHIP FOR CYO SUMMER CAMP CAMPERSHIP CAMPAIGN 10000 CATHOLIC WORKER HOUSE 545 CASSIA STREET REDWOOD CITY CA 94063 NONE PC GENERAL SUPPORT 5000 CHAPEL OF IMMACULATE CONCEPTION 3255 FOLSOM STREET BOSTON MA 02110 NONE PC GENERAL SUPPORT 1000 CHILD & FAMILY INSTITUTE OF MENLO PARK 330 RAVENSWOOD AVENUE MENLO PARK CA 94025 NONE PC KRIS GOODRICH GRATITUDE FUND 5000 CHILDREN'S INTERNATIONAL FUND PO BOX 219357 KANSAS CITY MO 64121 NONE PC TWO CHILDREN SUPPORT 750 DOMINICAN SISTERS OF MISSION SAN JOSE 43326 MISSION BLVD SAN JOSE CA 94539 NONE PC GENERAL SUPPORT 2000 DOMINICAN SISTERS OF MISSION SAN JOSE 43326 MISSION BLVD SAN JOSE CA 94539 NONE PC PLEDGE FOR COMMUNITY AND WELLNESS CENTER AND SISTERS RESIDENCE 10000 DOMINICAN SISTERS VISION OF HOPE 1555 34TH AVENUE OAKLAND CA 94601 NONE PC GENERAL SUPPORT 1000 FLINTRIDGE SACRED HEART ACADEMY 440 SAINT KATHERINE DRIVE LA CANADA FLINTRIDGE CA 91011 NONE PC PLEDGE FOR BUILDING FUND FOR 5 YEARS (2ND INSTALLMENT) 20000 HABITAT FOR HUMANITY GREATER SAN FRANCISCO 645 HARRISON STREET SUITE 201 SAN FRANCISCO CA 94107 NONE PC GENERAL SUPPORT 5000 HANNA BOYS CENTER PO BOX 100 SONOMA CA 95476 NONE PC GENERAL SUPPORT 1000 HOMEAID OF NORTHERN CALIFORNIA 6210 STONERIDGE MALL ROAD 5TH FLOOR PLEASANTON CA 94558 NONE PC GENERAL SUPPORT 5000 ICA (IMMACULATE CONCEPTION ACADEMY) 3625 24TH STREET SAN FRANCISCO CA 94110 NONE PC ST. MARY PATRICK'S SCHOLARSHIP FUND 2000 JUNIPERO SERRA HIGH 451 W 20TH AVENUE SAN MATEO CA 94403 NONE PC MEMORY OF LARRY ALARY 1000 KEITH FRASER MEMORIAL FUND 2385 BUENA VISTA AVENUE LIVERMORE CA 94550 NONE PC GENERAL SUPPORT 250 MARYKNOLL FATHERS AND BROTHERS 16300 FOOTHILL BLVD SAN LEANDRO CA 94578 NONE PC SEEDING OF HOPE YOUTH PROGRAM 5000 NORTH COAST OPPORTUNITIES INC 413 N STATE STREET UKIAH CA 95482 NONE PC RURAL COMMUNITIES CHILD CARE PROGRAM 2000 POSITIVE COACHING ALLIANCE 1001 N RENGSTORFF AVENUE SUITE 100 MOUNTAIN VIEW CA 94043 NONE PC GENERAL SUPPORT 10000 QUEEN OF THE VALLEY HOSPITAL 1000 TRANCAS STREET NAPA CA 94558 NONE PC GENERAL SUPPORT 5000 RAVENSWOOD EDUCATION FUND PO BOX 396 MENLO PARK CA 94026 NONE PC GENERAL SUPPORT 5000 REBUILDING TOGETHER PENINSULA 841 KAYNYNE STREET REDWOOD CITY CA 94063 NONE PC GENERAL SUPPORT 5000 RONALD MCDONALD HOUSE 520 SAND HILL ROAD PALO ALTO CA 94304 NONE PC GENERAL FUND 2500 SACRED HEART SCHOOLS 150 VALAPARAISO AVENUE MENLO PARK CA 94025 NONE PC ANNUAL FUND 5000 SAINT APOLLINARIS CHURCH 3700 LASSEN STREET NAPA CA 94558 NONE PC GENERAL SUPPORT 500 SISTERS OF MERCY 2300 ADELINE DRIVE BURLINGAME CA 94010 NONE PC GENERAL SUPPORT 500 SMILE TRAIN PO BOX 96208 WASHINGTON DC 20090 NONE PC GENERAL SUPPORT 500 SPINAL CORD SOCIETY 115 SOUTHWOOD DRIVE SCOTTS VALLEY CA 95066 NONE PC GENERAL SUPPORT 3000 ST ANNE'S HOME (LITTLE SISTERS OF THE POOR) 300 LAKE STREET SAN FRANCISCO CA 94118 NONE PC GENERAL SUPPORT 1000 ST ANTHONY'S CHURCH (PADUA DINING ROOM) 3500 MIDDLEFIELD ROAD MENLO PARK CA 94025 NONE PC PADUA DINING ROOM 5000 ST AUGUSTINE EDUCATIONAL FOUNDATION 6301 PAIL HIGHWAY KANEOHE HI 96744 NONE PC GENERAL SUPPORT 250 ST FRANCIS CENTER 151 BUCKINGHAM AVENUE REDWOOD CITY CA 94063 NONE PC GENERAL SUPPORT 5000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC GENERAL SUPPORT 2500 ST PETER'S CATHOLIC SCHOOL 1266 FLORIDA STREET SAN FRANCISCO CA 94110 NONE PC GENERAL SUPPORT 10000 ST PIUS CHURCH 1100 WOODSIDE ROAD REDWOOD CITY CA 94061 NONE PC GENERAL SUPPORT 30000 ST PIUS SCHOOL 1100 WOODSIDE ROAD REDWOOD CITY CA 94061 NONE PC LIFEGUARD FUND - SCHOLARSHIP 10000 UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 941171048 NONE PC TUTORING PROGRAM 87883 UNIVERSITY OF SAN FRANCISCO PO BOX 45363 SAN FRANCISCO CA 94145 NONE PC 3RD OF 3 YEAR PLEAGE TO CERTIFIED NURSING ASSISTANT PROGRAM 41800 CATHOLIC CHARITIES YOUTH CLUB 1425 BAY ROAD EAST PALO ALTO CA 94303 NONE PC ST. FRANCIS OF ASSISI YOUTH CLUB 10000 BRIDGE HOUSING 600 CALIFORNIA STREET SUITE 900 SAN FRANCISCO CA 94108 NONE PC KENT COTWELL AWARD 10000 THE PANETTA INSTITUTE 100 CAMPUS CENTER BUILDING 86E MONTEREY BAY CA 93955 NONE PC SPONSORSHIP OF JEFFERSON-LINCOLN AWARDS DINNER 9075 CALIFORNIA HOMEBUILDING FOUNDATION 1215 K STREET SUITE 1200 SACRAMENTO CA 95814 NONE PC BUILDING INDUSTRY TECHNOLOGY ACADEMY 25000 SEQUOIA HOSPITAL FOUNDATION 170 ALAMEDA DE LAS PULGAS REDWOOD CITY CA 94062 NONE PC GENERAL SUPPORT 2000 THE PANETTA INSTITUTE 100 CAMPUS CENTER BUILDING 86E MONTEREY BAY CA 93955 NONE PC GENERAL SUPPORT 10650 SAN MATEO POLICE ACTIVITIES LEAGUE 200 FRANKLIN PKWY SAN MATEO CA 94403 NONE PC GENERAL SUPPORT 500 CRISTO REY SAN JOSE JESUIT HIGH SCHOOL 1390 FIVE WOUNDS LANE SAN JOSE CA 95116 NONE PC GENERAL SUPPORT 1000 ST PIUS SCHOOL 1100 WOODSIDE ROAD REDWOOD CITY CA 94061 NONE PC TUITION ASSISTANCE 9000 ST ANNE'S HOME (LITTLE SISTERS OF THE POOR) 300 LAKE STREET SAN FRANCISCO CA 94118 NONE PC GENERAL SUPPORT 1000 DOMINICAN SISTERS VISION OF HOPE 1555 34TH AVENUE OAKLAND CA 94601 NONE PC GENERAL SUPPORT 1000 BRUIN WATER POLO FOUNDATION 8265 SIERRA COLLEGE BLVD SUITE 314 ROSEVILLE CA 95661 NONE PC GENERAL SUPPORT 499 CALIFORNIA HOMEBUILDING FOUNDATION 1215 K STREET SUITE 1200 SACRAMENTO CA 95814 NONE PC HALL OF FAME SCHOLARSHIP DONATION 10000 CHILD & FAMILY INSTITUTE OF MENLO PARK 330 RAVENSWOOD AVENUE MENLO PARK CA 94025 NONE PC GENERAL SUPPORT 5000 ARCHBISHOP'S ANNUAL APPEAL 2016 1100 WOODSIDE ROAD REDWOOD CITY CA 94061 NONE PC ANNUAL APPEAL 7000 SISTERS OF MERCY 2300 ADELINE DRIVE BURLINGAME CA 94010 NONE PC GENERAL SUPPORT 1000 414407 0 14 32 14 110822 18 -5403 0 105451 0 105451 0 0 0 0 0 0 0 0 0 0 X X 1 O'BRIEN FAMILY TRUST OF 2001 950 TOWER LANE SUITE 375 FOSTER CITY CA 94404 750000 X TAX PREPARATION FEE 6511 3256 3255 SEVEN POST 1316 2138530 2153493 SEVEN POST 1324 1160513 1160574 SEVEN POST 1407 964815 947208 LIABILITY INSURANCE 1039 0 1039 FOREIGN SECURITIES FEES 1294 1294 0 AGENT SERVICE FEES 41 41 0 MISCELLANEOUS EXPENSE 100 0 100 INTEREST EXPENSE 47 0 0 INVESTMENT MANAGEMENT FEES 35680 35680 0 ADMINISTRATIVE PROFESSIONAL SERVICES 50000 25000 25000 CALIFORNIA TAX AND FEE 180 0 180 FOREIGN TAXES PAID ON DIVIDENDS 3373 3373 0 FEDERAL TAX 13129 0 0