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CONNIE AND BOB LURIE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CONNIE AND BOB LURIE FOUNDATION INC (EIN 20-8004479)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-09
IRS object ID
202602529349100520
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-09T14:54:25-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262480144PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DIAWARA & ASSOCIATES CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 S NORFOLK STREET SUITE 350AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208004479EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONNIE AND BOB LURIE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONNBusinessNameControlTxt
Phone6503201782PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 610043AddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940610043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCONNIE L LURIEPersonNm
Person TitlePRESIDENT/SECRETARYPersonTitleTxt
Phone6503696446PhoneNum
Signature2026-08-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARIFA DIAWARAPreparerPersonNm
PTINP00845765PTIN
Phone6503201782PhoneNum
Preparation2026-09-09PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$90,397,339FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$641,781InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$641,781InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,667,064DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,667,064DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,177,906NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$109,849,376GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,177,906CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,486,751TotalRevAndExpnssAmt
Total Net Invst Incm$18,486,751TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$31,851AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$21,851AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$453,853OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$453,853OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$329,640TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,382TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$258TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$815,494TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$468,235TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,259TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,521,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,521,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,336,994TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$468,235TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,543,759TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,850,243ExcessRevenueOverExpensesAmt
Net Investment Income$18,018,516NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Sav And Temp Cash Invst BOY$119,208SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$84,738SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$84,738SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$7,643,835USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,339,714USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,339,714USGovtObligationsEOYFMVAmt
Corporate Stock BOY$48,386,299CorporateStockBOYAmt
Corporate Stock EOY$28,694,572CorporateStockEOYAmt
Corporate Stock EOYFMV$39,368,305CorporateStockEOYFMVAmt
Corporate Bonds BOY$23,638,442CorporateBondsBOYAmt
Other Investments BOY$267,578OtherInvestmentsBOYAmt
Other Investments EOY$47,340,188OtherInvestmentsEOYAmt
Other Investments EOYFMV$47,604,582OtherInvestmentsEOYFMVAmt
Total Assets BOY$80,055,362TotalAssetsBOYAmt
Total Assets EOY$79,459,213TotalAssetsEOYAmt
Total Assets EOYFMV$90,397,339TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$80,055,362NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$79,459,213NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$80,055,362TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$79,459,213TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,055,362TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$79,459,213TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$80,055,362TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,850,243ExcessRevenueOverExpensesAmt
Other Increases$1,254,094OtherIncreasesAmt
Subtotal$79,459,213SubtotalAmt
Tot Net Ast Or Fund Balances EOY$79,459,213TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySCHWAB ACCOUNTPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-12-28AcquiredDt
Sold2025-12-31SoldDt
Gross Sales Price$109,849,371GrossSalesPriceAmt
Cost Or Other Basis$93,671,470CostOrOtherBasisAmt
Gain Or Loss$16,177,901GainOrLossAmt
Gains Minus Excess Or Losses$16,177,901GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$16,177,906CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$250,457InvestmentIncomeExciseTaxAmt
Subtotal$250,457SubtotalAmt
Tax Based On Investment Income$250,457TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$320,349EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$180,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$500,349TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$305EsPenaltyAmt
Overpayment$249,587OverpaymentAmt
Applied To ES Tax$249,587AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCONNIE L LURIEIndividualWithBooksNm
Phone6503201782PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 610043AddressLine1Txt
Address Line2PO BOX 610043AddressLine2Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94061ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT A LURIE
PO BOX 610043REDWOOD CITYCA940610043VICE PRESIDE4.00$0$0$0
CONNIE L LURIE
PO BOX 610043REDWOOD CITYCA940610043PRESIDENT/SE4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORIENT PRIVATE WEALTH LLCBusinessNameLine1Txt
Business Name Line2CORIENT PRIVATE WEALTH LLCBusinessNameLine2Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 MISSION ST STE 3325AddressLine1Txt
Address Line2555 MISSION ST STE 3325AddressLine2Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENTServiceTypeTxt
Compensation$445,448CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$85,013,819AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$128,095AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$32,812,500FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$117,954,414TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$117,954,414AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,769,316CashDeemedCharitableAmt
Net Vl Noncharitable Assets$116,185,098NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,809,255MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,809,255MinimumInvestmentReturnAmt
Tax Based On Investment Income$250,457TaxBasedOnInvestmentIncomeAmt
Total Tax$250,457TotalTaxAmt
Distributable Before Adj$5,558,798DistributableBeforeAdjAmt
Distributable Before Ded$5,558,798DistributableBeforeDedAmt
Distributable As Adjusted$5,558,798DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,543,759ExpensesAndContributionsAmt
Qualifying Distributions$19,543,759QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,558,798DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$9,359,785ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,672,246ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,497,745ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,462,944ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$48,992,720TotalExcessDistributionCyovAmt
Qualifying Distributions$19,543,759QualifyingDistributionsAmt
Applied To Current Year$5,558,798AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,984,961RemainingDistriFromCorpusAmt
Total Corpus$62,977,681TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$62,977,681ExcessDistriCyovToNextYrAmt
Excess From Year4$9,359,785ExcessFromYear4Amt
Excess From Year3$13,672,246ExcessFromYear3Amt
Excess From Year2$9,497,745ExcessFromYear2Amt
Excess From Year1$16,462,944ExcessFromYear1Amt
Excess From Current Year$13,984,961ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCONNIE L AND BOB A LURIEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
21ST CENTURY ALLIANCE
21ST CENTURY ALLIANCE455 CAPITAL MALL STE 600455 CAPITAL MALL STE 600SACRAMENTOCA95814NONEPCCHARITY$25,000
ADVOCATE FOR YOUTH
ADVOCATE FOR YOUTH1325 G ST NW STE 9801325 G ST NW STE 980WASHINGTONDC20005NONEPCCHARITY$10,000
AIRLINE AMBASSADORS INTERNATIONAL
AIRLINE AMBASSADORS INTERNATIONAL138 WINDING BROOK LN7 A138 WINDING BROOK LN7 ACALIFONNJ07830NONEPCCHARITY$25,000
AMY'S PURPOSE
AMY'S PURPOSEPO BOX 1427PO BOX 1427MORONGO VALLEYCA92256NONEPCCHARITY$10,000
BARBARA SINATRA CHILDREN'S CENTER
BARBARA SINATRA CHILDREN'S CENTER39000 BOB HOPE DR39000 BOB HOPE DRRANCHO MIRAGECA92270NONEPCCHARITY$500,000
BAY SCHOLARS
BAY SCHOLARS465 CALIFORNIA ST465 CALIFORNIA STSAN FRANCISCOCA94104NONEPCCHARITY$100,000
BOYS & GIRLS CLUB OF THE PENINSULA
BOYS & GIRLS CLUB OF THE PENINSULA401 PIERCE RD401 PIERCE RDMENLO PARKCA94025NONEPCCHARITY$500,000
BOYS & GIRLS CLUB OF TRACY
BOYS & GIRLS CLUB OF TRACY753 W LOWELL AVENUE753 W LOWELL AVENUETRACYCA95376NONEPCCHARITY$15,000
BOYS & GIRLS CLUBS OF COACHELLA V
BOYS & GIRLS CLUBS OF COACHELLA V42-600 COOK ST STE 12042-600 COOK ST STE 120PALM DESERTCA92211NONEPCCHARITY$51,300
CARREON FOUNDATION
CARREON FOUNDATION41550 ECLECTIC ST41550 ECLECTIC STPALM DESERTCA92260NONEPCCHARITY$50,000
CLINIC BY THE BAY
CLINIC BY THE BAY4877 MISSION ST4877 MISSION STSAN FRANCISCOCA94112NONEPCCHARITY$5,000
COLLEGE OF THE DESERT
COLLEGE OF THE DESERT43500 MONTEREY AVE43500 MONTEREY AVEPALM DESERTCA92260NONEPCCHARITY$51,000
CRISTO REY SCHOOL
CRISTO REY SCHOOL1389 E SANTA CLARA ST1389 E SANTA CLARA STSAN JOSECA95116NONEPCCHARITY$500,000
DAMON RUNYON CANCER RESEARCH FND
DAMON RUNYON CANCER RESEARCH FND55 BROADWAY STE 30255 BROADWAY STE 302NEW YORKNY10006NONEPCCHARITY$775,000
EASTSIDE COLLEGE PREP SCHOOL
EASTSIDE COLLEGE PREP SCHOOL1041 MYRTLE ST1041 MYRTLE STEAST PALO ALTOCA94303NONEPCCHARITY$333,500
EISENHOWER MEDICAL CENTER
EISENHOWER MEDICAL CENTER39000 BOB HOPE DR39000 BOB HOPE DRRANCHO MIRAGECA92270NONEPCCHARITY$1,000,000
FOSTERING PROMISE
FOSTERING PROMISE3240 S WHITE ROAD 2783240 S WHITE ROAD 278SAN JOSECA95148NONEPCCHARITY$125,000
GALILEE CENTER
GALILEE CENTER66101 HAMMOND RD66101 HAMMOND RDMECCACA92254NONEPCCHARITY$10,000
HABITAT FOR HUMANITY - SF
HABITAT FOR HUMANITY -SF500 WASHINGTON ST 250500 WASHINGTON ST 250SAN FRANCISCOCA94111NONEPCCHARITY$200,000
HIDDEN HARVEST
HIDDEN HARVEST85711 PETER RABBIT LANE85711 PETER RABBIT LANECOACHELLACA92236NONEPCCHARITY$75,000
HUMAN SOCIETY OF SV
HUMAN SOCIETY OF SV901 AMES AVE901 AMES AVEMILPITASCA95035NONEPCCHARITY$1,000
KIPP BAY AREA SCHOOLS
KIPP BAY AREA SCHOOLS1 KAISER PLAZA 5501 KAISER PLAZA 550OAKLANDCA94612NONEPCCHARITY$500,000
LOVING ALL ANIMALS
LOVING ALL ANIMALS83496 51ST AVE83496 51ST AVECOACHELLACA92236NONEPCCHARITY$17,250
MAKING AN EXONEREE (PRINCETON)
MAKING AN EXONEREE (PRINCETON)WALLACE HALLWALLACE HALLPRINCETONNJ08544NONEPCCHARITY$150,000
MCCALLUM THEATRE
MCCALLUM THEATRE73000 FRED WARING DR73000 FRED WARING DRPALM DESERTCA92260NONEPCCHARITY$10,550
MENLO SCHOOL
MENLO SCHOOL50 VALPARAISO AVENUE50 VALPARAISO AVENUEATHERTONCA94027NONEPCCHARITY$10,000
MERCY BEYOND BORDERS
MERCY BEYOND BORDERS1885 DE LA CRUZ BLVD 1011885 DE LA CRUZ BLVD101SANTA CLARACA95050NONEPCCHARITY$650,000
MERCYSHIPS
MERCYSHIPS15862 TX-110N15862 TX-110NLINDALETX75771NONEPCCHARITY$25,000
MILLS PENINSULA HOSPITAL FND
MILLS PENINSULA HOSPITAL FND1501 TROUSDALE DRIVE1501 TROUSDALE DRIVEBURLINGAMECA94010NONEPCCHARITY$10,000
MONTEREY BAY ACQUARIUM
MONTEREY BAY ACQUARIUM886 CANNARY ROW886 CANNERY ROWMONTEREYCA93940NONEPCCHARITY$2,025,000
MP580 CHARITY FUND
MP580 CHARITY FUND1222 PEACHTREE STATION C1222 PEACHTREE STATION CPEACHTREE CITYGA30269NONEPCCHARITY$15,000
MR HOLLAND'S OPUS FOUNDATION
MR HOLLAND'S OPUS FOUNDATION2550 N HOLLYWOOD WAY 3022550 N HOLLYWOOD WAY 302BURBANKCA91505NONEPCCHARITY$5,000
NCEFT EQUINE THERAPY
NCEFT EQUINE THERAPY880 RUNNYMEDE RD880 RUNNYMEDE RDWOODSIDECA94062NONEPCCHARITY$6,000
NORTHERN LIGHT SCHOOL
NORTHERN LIGHT SCHOOL3710 DORISA AVE3710 DORISA AVEOAKLANDCA94605NONEPCCHARITY$20,500
OLIVE CREST
OLIVE CREST2130 E FOURTH ST 2002130 E FOURTH ST 200SANTA ANACA92705NONEPCCHARITY$5,000
OPHELIA PROJECT
OPHELIA PROJECT3812 TURTLE CREEK BLVD3812 TURTLE CREEK BLVDDALLASTX75219NONEPCCHARITY$95,000
ORBIS
ORBIS52 VANDERBILT AVE 8TH FL52 VANDERBILT AVE 8TH FLNEW YORKNY10017NONEPCCHARITY$50,000
PATHWAYS-FOUNDATION
PATHWAYS-FOUNDATION20082 TAM O SHANTER CT20082 TAM O SHANTER CTOLYMPIA FIELDSIL60461NONEPCCHARITY$5,000
PENINSULA COLLEGE FUND
PENINSULA COLLEGE FUND330 TWIN DOLPHIN DR 131330 TWIN DOLPHIN DR 131REDWOOD CITYCA94065NONEPCCHARITY$50,000
PENINSULA VOLUNTEERS
PENINSULA VOLUNTEERS800 MIDDLE AVE800 MIDDLE AVEMENLO PARKCA94025NONEPCCHARITY$11,250
PUENTE DE LA COSTA SUR
PUENTE DE LA COSTA SUR620 NORTH ST620 NORTH STPESCADEROCA94060NONEPCCHARITY$5,000
RANCHO MIRAGE WRITERS FESTIVAL
RANCHO MIRAGE WRITERS FESTIVAL71-100 CA-11171-100 CA-111RANCHO MIRAGECA92270NONEPCCHARITY$10,000
REBUILDING TOGETHER PENINSULA
REBUILDING TOGETHER PENINSULA841 KAYNYNE ST841 KAYNYNE STREDWOOD CITYCA94063NONEPCCHARITY$10,000
REPRODUCTIVE FREEDOM FOR ALL FND
REPRODUCTIVE FREEDOM FOR ALL FND1725 EYE ST NW STE 9001725 EYE ST NW STE 900WASHINGTONDC20006NONEPCCHARITY$10,000
RISING INTERNATIONAL
RISING INTERNATIONAL2397 MIGUEL MIRANDA AVE2397 MIGUEL MIRANDA AVEIRWINDALECA91010NONEPCCHARITY$7,000
SAN JOSE STATE UNIVERSITY
SAN JOSE STATE UNIVERSITY1 WASHINGTON SQ1 WASHINGTON SQSAN JOSECA95192NONEPCCHARITY$360,000
SCRIPPS RESEARCH
SCRIPPS RESEARCH10550 N TORREY PINES RD10550 N TORREY PINES RDLA JOLLACA92037NONEPCCHARITY$10,000
SEASON OF SHARING FUND
SEASON OF SHARING FUND450 SANSOME ST 13TH450 SANSOME ST 13THSAN FRANCISCOCA94111NONEPCCHARITY$100,000
SF ZOO
SF ZOOSLOAT BLVD GREAT HWYSLOAT BLVD GREAT HWYSAN FRANCISCOCA94132NONEPCCHARITY$80,600
STANFORD JAZZ WORKSHOP
STANFORD JAZZ WORKSHOP541 LASUEN MALL541 LASUEN MALLSTANFORDCA94305NONEPCCHARITY$20,000
STANFORD MEDICAL CENTER
STANFORD MEDICAL CENTER300 N PASTEUR DR300 N PASTER DRSTANFORDCA94305NONEPCCHARITY$150,000
STRIVE FOR COLLEGE
STRIVE FOR COLLEGE556 VALLEY WAY556 VALLEY WAYMILPITASCA95035NONEPCCHARITY$100,000
THE DOUGLASS PROJECT
THE DOUGLASS PROJECT5636 CONNECTICUT AVE5636 CONNECTICUT AVEWASHINGTONDC20015NONEPCCHARITY$150,000
THE LIVING DESERT
THE LIVING DESERT47900 PORTOLA AVE47900 PORTOLA AVEPALM DESERTCA92260NONEPCCHARITY$142,500
THE MULTICULTURAL INSTITUTE
THE MULTICULTURAL INSTITUTE1920 SEVENTH ST1920 SEVENTH STBERKELEYCA947102011NONEPCCHARITY$1,000
UC DAVIS FOUNDATION
UC DAVIS FOUNDATION1 SHIELDS AVE1 SHIELDS AVEDAVISCA95616NONEPCCHARITY$100,000
UCLA JONSSON CANCER CENTER FND
UCLA JONSSON CANCER CENTER FND10833 LE CONTE AVE10833 LE CONTE AVELOS ANGELESCA90024NONEPCCHARITY$1,000
UCSF - GLADSTONE INSTITUTE
UCSF- GLADSTONE INSTITUTE505 PARNASSUS AVE505 PARNASSUS AVESAN FRANCISCOCA94143NONEPCCHARITY$9,250,000
UCSF FOUNDATION
UCSF FOUNDATION2001 THE EMBARCADERO2001 THE EMBARCADEROSAN FRANCISCOCA94133NONEPCCHARITY$150,400
UNICEF
UNICEF125 MAIDEN LANE125 MAIDEN LANENEW YORKNY10038NONEPCCHARITY$100,000
UNITED RELIGION INITIATIVE
UNITED RELIGION INITIATIVE1009 GENERAL KENNEDY AVE1009 GENERAL KENNEDY AVESAN FRANCISCOCA94129NONEPCCHARITY$500,000
VINTAGE CLUB SCHOLARSHIP FUND
VINTAGE CLUB SCHOLARSHIP FUND75001 VINTAGE DR75001 VINTAGE DRINDIAN WELLSCA92210NONEPCCHARITY$5,000
WANDA
WANDA650B FREMONT AVE STE 130650B FREMONT AVE STE 130LOS ALTOSCA94024NONEPCCHARITY$5,000
WEHOPE
WEHOPE1854 BAY RD1854 BAY RDEAST PALO ALTOCA94303NONEPCCHARITY$200,000
WORLD CENTRAL KITCHEN
WORLD CENTRAL KITCHEN200 MASSACHUSETTS AVE200 MASSACHUSETTS AVEWASHINGTONDC20001NONEPCCHARITY$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,499,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$641,781ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,667,064ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,177,906ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,486,751ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,486,751TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFOUNDATION ADMINISTRATIONCategoryTxt
Amt$31,851Amt
Net Investment Income$10,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$21,851DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

Contractor Business Name ContractorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CORIENT PRIVATE WEALTH LLCBusinessNameLine1Txt
Business Name Line2CORIENT PRIVATE WEALTH LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
ExplanationINVESTMENT MANAGEMENTExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPUBLICLY TRATED CORPORATE BONDSBondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRATED SECURITIES (STOCK)StockNm
EOY Book Value$28,694,572EOYBookValueAmt
EOYFMV$39,368,305EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$16,715,188$16,979,582
LOAN MADE TO 501(C)(3) ORGANIZATIONAT COST$30,625,000$30,625,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
POSTAGE$150$150

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX ADJUSTMENTSDesc
Amt$1,254,094Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$453,853Amt
Net Investment Income$453,853NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
DE - FILING FEE$258$258
FOREIGN TAXES PAID$4,382$4,382
IRS EXCISE TAX$325,000

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