2016-08-03T14:29:42-05:00 2015-09-30 263839190 BURR PILGER MAYER INC 2000 UNIVERSITY AVE 201 EAST PALO ALTO CA 94303 990PF 2014-10-01 522390855 DENNIS AND GLORIA O'BRIEN FOUNDATION DENN 6503770300 950 TOWER LANE SUITE 375 FOSTER CITY CA 94404 DENNIS O'BRIEN PRESIDENT 6503770300 2016-07-22 1 TAMARA L MCINERNEY P00011797 6508556800 2014 2016-12-15 16:53:06Z X 3741808 X 988204 275 275 86826 86826 616129 4807163 616129 1691434 703230 0 0 0 170 102 68 4575 2287 2288 22533 22533 0 730 700 30 652 582 70 28660 26204 2456 522052 522052 550712 26204 524508 1140722 677026 302215 46708 46708 1200 2979064 4019903 3695100 3282479 4066611 3741808 0 0 X 3282479 4066611 3282479 4066611 3282479 4066611 3282479 1140722 0 4423201 356590 4066611 CHARLES SCHWAB 202383 217902 -15519 -15519 CHARLES SCHWAB 238112 229497 8615 8615 SEVEN POST #1324 532566 542951 -10385 -10385 SEVEN POST #1324 445649 468807 -23158 -23158 SEVEN POST #1316 1574451 1320002 254449 254449 SEVEN POST #1316 1813217 1411875 401342 401342 LITIGATION SETTLEMENT 246 246 246 CAPITAL GAINS DIVIDENDS P 539 539 539 616129 0 452282 3583860 0.126200 405933 4034157 0.100624 326688 4832582 0.067601 324819 5473514 0.059344 186473 5726427 0.032564 0.386333 0.077267 3487576 269475 6770 276245 524508 X 6770 0 6770 0 6770 524 3500 4024 X 2746 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 1 0 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 1250 FOSTER CITY CA 94404 PRESIDENT 0.00 0 0 0 GLORIA A O'BRIEN 950 TOWER LANE SUITE 1250 FOSTER CITY CA 94404 SECRETARY 0.00 0 0 0 SUSAN FRIMEL 950 TOWER LANE SUITE 1250 FOSTER CITY CA 94404 DIRECTOR 0.00 0 0 0 CHRIS O'BRIEN 950 TOWER LANE SUITE 1250 FOSTER CITY CA 94404 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 3400618 140068 0 3540686 0 0 3540686 53110 3487576 174379 174379 6770 6770 167609 0 167609 0 167609 524508 0 524508 6770 517738 167609 0 0 54433 86725 204819 273687 619664 524508 0 0 0 167609 356899 0 0 976563 0 0 0 0 0 0 0 976563 54433 86725 204819 273687 356899 DENNIS C O'BRIEN GLORIA A O'BRIEN X ARCHBISHOP'S ANNUAL APPEAL 2015 1100 WOODSIDE ROAD REDWOOD CITY CA 94061 NONE PC GENERAL SUPPORT 6000 CATHOLIC CHARITIES CYO 990 EDDY STREET SAN FRANCISCO CA 94109 NONE PC SPONSORSHIP FOR CYO SUMMER CAMP CAMPERSHIP CAMPAIGN 10000 SACRED HEART NATIVITY SCHOOLS 310 EDWARDS AVENUE SAN JOSE CA 95110 NONE PC GENERAL SUPPORT 1000 SPINAL CORD SOCIETY 115 SOUTHWOOD DRIVE SCOTTS VALLEY CA 95066 NONE PC GENERAL SUPPORT 3000 ST FRANCIS OF ASSISI YOUTH CLUB 1425 BAY ROAD EAST PALO ALTO CA 94303 NONE PC GENERAL SUPPORT 2000 ST VINCENT'S SCHOOL FOR BOYS 1 ST VINCENT DRIVE SAN RAFAEL CA 94903 NONE PC INTERIOR RENOVATION OF 5 GROUP HOMES AT ST. VINCENT'S SCHOOL FOR BOYS 100000 UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 941171048 NONE PC TUTORING PROGRAM 138792 ST PATRICK'S SEMINARY 320 MIDDLEFIELD ROAD MENLO PARK CA 94025 NONE PC DONATION TO CURHOUSE ROOF REPAIR 1110 HEART OF SAN MATEO COUNTY 139 MICHELL AVENUE SUITE 108 SOUTH SAN FRANCISCO CA 94080 NONE PC GENERAL SUPPORT 1250 SACRED HEART SCHOOL 150 VALAPARAISO AVENUE ATHERTON CA 94027 NONE PC MICHAEL E. MURPHY SCHOLARSHIP FUND 5000 ST PIUS CHURCH 1100 WOODSIDE ROAD REDWOOD CITY CA 94061 NONE PC GENERAL SUPPORT 30000 KEITH FRASER MEMORIAL FUND 2385 BUENA VISTA AVENUE LIVERMORE CA 94550 NONE PC GENERAL SUPPORT 250 SAINT APOLLINARIS CHURCH 3700 LASSEN STREET NAPA CA 94558 NONE PC GENERAL SUPPORT 500 AMERICAN IRELAND CHURCH 211 CONGRESS STREET BOSTON CA 94558 NONE PC GENERAL SUPPORT 250 CHAPEL OF IMMACULATE CONCEPTION 3255 FOLSOM STREET BOSTON MA 02110 NONE PC GENERAL SUPPORT 1000 CATHOLIC WORKER HOUSE 545 CASSIA STREET REDWOOD CITY CA 94063 NONE PC GENERAL SUPPORT 5000 ST AUGUSTINE EDUCATIONAL FOUNDATION 6301 PAIL HIGHWAY KANEOHE HI 96744 NONE PC GENERAL SUPPORT 250 ST ANTHONY'S CHURCH (PADUA DINING ROOM) 3500 MIDDLEFIELD ROAD MENLO PARK CA 94025 NONE PC PADUA DINING ROOM 5000 ST ANNE'S HOME (LITTLE SISTERS OF THE POOR) 300 LAKE STREET SAN FRANCISCO CA 94118 NONE PC GENERAL SUPPORT 250 ALAN L AND RUTH STEIN EDUCATIONAL ASSISTANCE PROGRAM 345 SPEAR STREET SUITE 700 SAN FRANCISCO CA 94105 NONE PC GENERAL SUPPORT 2500 SISTERS OF MERCY 2300 ADELINE DRIVE BURLINGAME CA 94010 NONE PC GENERAL SUPPORT 500 JUNIPERO SERRA HIGH 451 W 20TH AVENUE SAN MATEO CA 94403 NONE PC MEMORY OF LARRY ALARY 1000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC GENERAL SUPPORT 750 CHILDREN'S INTERNATIONAL FUND PO BOX 219357 KANSAS CITY MO 64121 NONE PC TWO CHILDREN SUPPORT 750 CHILD & FAMILY INSTITUTE OF MENLO PARK 330 RAVENSWOOD AVENUE MENLO PARK CA 94025 NONE PC GENERAL SUPPORT 5000 ST FRANCIS CENTER 151 BUCKINGHAM AVENUE REDWOOD CITY CA 94063 NONE PC GENERAL SUPPORT 5000 DOMINICAN SISTERS VISION OF HOPE 1555 34TH AVENUE OAKLAND CA 94601 NONE PC GENERAL SUPPORT 1000 ST PIUS CHURCH 1100 WOODSIDE ROAD REDWOOD CITY CA 94061 NONE PC LIFEGUARD FUND - SCHOLARSHIP 10000 RAVENSWOOD EDUCATION FUND PO BOX 396 MENLO PARK CA 94026 NONE PC GENERAL SUPPORT 5000 QUEEN OF THE VALLEY HOSPITAL 1000 TRANCAS STREET NAPA CA 94558 NONE PC GENERAL SUPPORT 5000 DOMINICAN SISTERS OF MISSION SAN JOSE 43326 MISSION BLVD SAN JOSE CA 94539 NONE PC GENERAL SUPPORT 2000 ST FRANCIS OF ASSISI YOUTH CLUB 1425 BAY ROAD EAST PALO ALTO CA 94303 NONE PC GENERAL SUPPORT 5000 POSITIVE COACHING ALLIANCE 1001 N RENGSTORFF AVENUE SUITE 100 MOUNTAIN VIEW CA 94043 NONE PC GENERAL SUPPORT 10000 ICA (IMMACULATE CONCEPTION ACADEMY) 3625 24TH STREET SAN FRANCISCO CA 94110 NONE PC ST. MARY PATRICK'S SCHOLARSHIP FUND 2000 HOMEAID OF NORTHERN CALIFORNIA 6210 STONERIDGE MALL ROAD 5TH FLOOR PLEASANTON CA 94558 NONE PC GENERAL SUPPORT 3000 HANNA BOYS CENTER PO BOX 100 SONOMA CA 95476 NONE PC GENERAL SUPPORT 1000 ST PIUS BUILDING FUND 1100 WOODSIDE ROAD REDWOOD CITY CA 94061 NONE PC 5TH INSTALLMENT OF PLEDGE 20000 NORTH COAST OPPORTUNITIES INC 413 N STATE STREET UKIAH CA 95482 NONE PC RURAL COMMUNITIES CHILD CARE PROGRAM 2000 HABITAT FOR HUMANITY GREATER SAN FRANCISCO 645 HARRISON STREET SUITE 201 SAN FRANCISCO CA 94107 NONE PC GENERAL SUPPORT 5000 SMILE TRAIN PO BOX 96208 WASHINGTON DC 20090 NONE PC GENERAL SUPPORT 500 REBUILDING TOGETHER PENINSULA 841 KAYNYNE STREET REDWOOD CITY CA 94063 NONE PC GENERAL SUPPORT 5000 ATHERTON POLICE OFFICERS' ASSOCIATION 2421 BROADWAY STREET REDWOOD CITY CA 94063 NONE PC GENERAL SUPPORT 500 UNIVERSITY OF SAN FRANCISCO PO BOX 45363 SAN FRANCISCO CA 94145 NONE PC 2ND OF 3 YEAR PLEAGE TO CERTIFIED NURSING ASSISTANT PROGRAM 37300 ST PETER'S CATHOLIC SCHOOL 1266 FLORIDA STREET SAN FRANCISCO CA 94110 NONE PC GENERAL SUPPORT 10000 ALAMEDA BOYS AND GIRLS CLUB INC PO BOX 1069 ALAMEDA CA 94501 NONE PC GENERAL SUPPORT 1000 SACRED HEART SCHOOLS 150 VALAPARAISO AVENUE MENLO PARK CA 94025 NONE PC ANNUAL FUND 5000 RONALD MCDONALD HOUSE 520 SAND HILL ROAD PALO ALTO CA 94304 NONE PC GENERAL FUND 1000 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 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 MARYKNOLL FATHERS AND BROTHERS 16300 FOOTHILL BLVD SAN LEANDRO CA 94578 NONE PC SEEDING OF HOPE YOUTH PROGRAM 5000 POSITIVE COACHING ALLIANCE 1001 N RENGSTORFF AVENUE SUITE 100 MOUNTAIN VIEW CA 94043 NONE PC SPONSORSHIP OF SCHOOLS FOR PCA WORKSHOPS - ST. CHARLES, ST. ANTHONY'S AND ST. PETERS 15000 WASHINGTON HOSPITAL HEALTHCARE FOUNDATION 2000 MOWRY AVE FREMONT CA 94538 NONE PC DONATION TO UPGRADE X-RAY MACHINE TO DIGITAL 1000 COALITION TO SALUTE AMERICA'S HEROES PO BOX 96440 WASHINGTON DC 20090 NONE PC 2015 WINTER EMERGENCY AID DRIVE 1000 CATHOLIC CHARITIES 1 ST VINCENT DRIVE SAN FRANCISCO CA 94903 NONE PC PLUMBING SUPPLIES FOR ST. VINCENT SCHOOL FOR BOYS AND CYO CAMP 12600 522052 0 14 275 14 86826 18 616129 0 703230 0 703230 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 988204 X 1 PUBLICLY TRADED STOCK 988204 2015-06-02 TAX PREPARATION FEE 4575 2287 2288 SEVEN POST 1316 1448063 1314605 SEVEN POST 1324 2571840 2380495 LEGAL FEES 170 102 68 FMV ADJUSTMENT - DONATED SECURITIES 356590 ADR FEES 582 582 0 LIABILITY INSURANCE 70 0 70 INVESTMENT MANAGEMENT FEES 22533 22533 0 CALIFORNIA TAX AND FEE 30 0 30 FOREIGN TAXES PAID ON DIVIDENDS 700 700 0