DAVIDOW FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: DAVIDOW FAMILY FOUNDATION (EIN 77-0449213)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-08
IRS object ID: 202631289349101333
Schema version: 2025v4.1
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
Form 990-PF
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-08T11:01:15-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941341042	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRANK RIMERMAN CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1801 PAGE MILL RD	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770449213	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAVIDOW FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DAVI	BusinessNameControlTxt
Phone	6508547236	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	85 ROBLES DRIVE	AddressLine1Txt
City	WOODSIDE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94062	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM DAVIDOW SONJA DAVIDOW	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6508547236	PhoneNum
Signature	2026-05-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT N HOFFMAN	PreparerPersonNm
PTIN	P01062419	PTIN
Phone	6508458100	PhoneNum
Preparation	2026-05-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,065,004	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$39,581	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$44,427	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$44,427	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$629,008	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,209,839	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$629,008	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$4,203	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$3,803	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$717,219	TotalRevAndExpnssAmt
Total Net Invst Incm	$677,238	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$8,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$37,881	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$37,881	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$15	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$11	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$3,088	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,088	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$49,484	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$40,980	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$732,145	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$732,145	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$781,629	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$40,980	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$732,145	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$64,410	ExcessRevenueOverExpensesAmt
Net Investment Income	$636,258	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$818,754	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,548,648	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,548,648	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$5,407	AcctRcvblAmt
Acct Rcvbl BOY	$6,077	AcctRcvblBOYAmt
Acct Rcvbl EOY	$5,407	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$5,407	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$218,305	CorporateStockBOYAmt
Corporate Stock EOY	$165,288	CorporateStockEOYAmt
Corporate Stock EOYFMV	$176,319	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$561,661	CorporateBondsBOYAmt
Corporate Bonds EOY	$343,551	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$334,630	CorporateBondsEOYFMVAmt
Other Investments BOY	$562,090	OtherInvestmentsBOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,166,887	TotalAssetsBOYAmt
Total Assets EOY	$2,062,894	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,065,004	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$39,581	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$39,581	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$2,127,306	RetainedEarningBOYAmt
Retained Earning EOY	$2,062,894	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,127,306	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,062,894	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,166,887	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,062,894	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,127,306	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$64,410	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,062,896	SubtotalAmt
Other Decreases	$2	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,062,894	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Gross Sales PriceGrossSalesPriceAmt	How AcquiredHowAcquiredCd
SALES OF PUBLICLY TRADED SECURITIES	2025-01-01	2025-12-31	$96	-$96	-$96
SALES OF PUBLICLY TRADED SECURITIES	2024-01-01	2025-12-31		$152,896	$152,896	$152,896
DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH GAIN (LOSS)	2024-01-01	2025-12-31		$14,696	$14,696	$14,696	P
DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH GAIN (LOSS)	2024-01-01	2025-12-31	$8,359	-$8,359	-$8,359		P
DISPOSAL OF TOWNSEND DIVERSIFIED REAL ESTATE FUND, LP	2024-01-01	2025-12-31	$572,376	$469,871	$469,871	$1,042,247	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$629,008	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$8,844	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$8,844	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$8,844	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,504	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$4	BackupWithholdingWithheldAmt
Total Payments And Credits	$3,508	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$5,336	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	WILLIAM H DAVIDOW	IndividualWithBooksNm
Phone	6508547236	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	85 ROBLES AVENUE	AddressLine1Txt
City	WOODSIDE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94062	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM H DAVIDOW SONJA A DAVIDOW
85 ROBLES DRIVE	WOODSIDE	CA	94062	PRESIDENT	1.00	$0	$0	$0
CAROLYN DAVIDOW PUTNEY
2887 WOODSIDE ROAD	WOODSIDE	CA	94062	DIRECTOR	0.00	$0	$0	$0
REBECCA DAVIDOW LOGAN
2995 WOODSIDE STE 400-420	WOODSIDE	CA	94062	DIRECTOR	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,049,716	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,290,113	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,339,829	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,339,829	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$35,097	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,304,732	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$115,237	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$115,237	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$8,844	TaxBasedOnInvestmentIncomeAmt
Total Tax	$8,844	TotalTaxAmt
Distributable Before Adj	$106,393	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$106,393	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$106,393	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$732,145	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$732,145	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$106,393	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$274,712	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$6,393,416	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$6,178,867	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$7,193,083	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,843,540	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$23,883,618	TotalExcessDistributionCyovAmt
Qualifying Distributions	$732,145	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$106,393	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$625,752	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$24,509,370	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$274,712	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$24,234,658	ExcessDistriCyovToNextYrAmt
Excess From Year4	$6,393,416	ExcessFromYear4Amt
Excess From Year3	$6,178,867	ExcessFromYear3Amt
Excess From Year2	$7,193,083	ExcessFromYear2Amt
Excess From Year1	$3,843,540	ExcessFromYear1Amt
Excess From Current Year	$625,752	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	WILLIAM H DAVIDOW SONJA A DAVIDOW	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
PENINSULA HUMANE SOCIETY & SPCA
1450 ROLLINS RD	BURLINGAME	CA	94010	N/A	PC	GENERAL FUND	$1,000
OLD BARRACKS MUSEUM
101 BARRACK STREET	TRENTON	NJ	08608	N/A	PC	GENERAL FUND	$10,000
HAWAII LAND TRUST
1108 FORT STREET MALL SUITE 4	HONOLULU	HI	96813	N/A	PC	GENERAL FUND	$10,000
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD	PASADENA	CA	91125	N/A	PC	GENERAL FUND	$100,000
HORSE PARK WOODSIDE
3674 SAND HILL ROAD	WOODSIDE	CA	94062	N/A	PC	GENERAL FUND	$100,000
ST LAWRENCE UNIVERSITY
23 ROMODA DR	CANTON	NY	13617	N/A	PC	GENERAL FUND	$100,000
PHI PETA KAPPA
1606 NEW HAMPSHIRE AVE	WASHINGTON	DC	20009	N/A	PC	GENERAL FUND	$249
GRATEFUL GUITARS
2995 WOODSIDE ROAD SUITE 260	WOODSIDE	CA	94062	N/A	PC	GENERAL FUND	$150,000
SOLMATEO
PO BOX 117561	BURLINGAME	CA	94011	N/A	PC	GENERAL FUND	$1,000
WORLD FOUNDATION FOR GIRL GUIDES AND GIRL SCOUTS
PO BOX 6457 DEPT 276	INDIANAPOLIS	IN	46206	N/A	PC	GENERAL FUND	$10,000
WOODSIDE PRIORY
302 PORTOLA RD VALLEY	PORTOLO VALLEY	CA	94028	N/A	PC	GENERAL FUND	$30,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
505 PARNASSUS AVE	SAN FRANCISCO	CA	94143	N/A	PC	GENERAL FUND	$50,000
PHI PETA KAPPA
1606 NEW HAMPSHIRE AVE	WASHINGTON	DC	20009	N/A	PC	GENERAL FUND	$396
COLBY SAWYER COLLEGE
541 MAIN ST	NEW LONDON	NH	03257	N/A	PC	GENERAL FUND	$50,000
MONSON HISTORICAL SOCIETY
PO BOX 308	MONSON	ME	04464	N/A	PC	GENERAL FUND	$1,000
WORLD FOUNDATION FOR GIRL GUIDES AND GIRL SCOUTS
PO BOX 6457 DEPT 276	INDIANAPOLIS	IN	46206	N/A	PC	GENERAL FUND	$10,000
ESTHER VELASCO SCHOLARSHIP
38800 COUNTRY CLUB DRIVE	FARMINGTON HILLS	MI	48331	N/A	PC	GENERAL FUND	$20,000
PETS IN NEED
3281 E BAYSHORE ROAD	PALO ALTO	CA	94303	N/A	PC	GENERAL FUND	$1,000
COMPUTER HISTORY MUSEUM
1401 N SHORELINE BLVD	MOUNTAIN VIEW	CA	94043	N/A	PC	GENERAL FUND	$5,000
WHITE WOLF SANCTUARY
10095 E ALSEA HWY	TIDEWATER	OR	97390	N/A	PC	GENERAL FUND	$1,000
PHI PETA KAPPA
1606 NEW HAMPSHIRE AVE	WASHINGTON	DC	20009	N/A	PC	GENERAL FUND	$500
THE DAWN REDWOODS TRUST
ONE BLACKFIELD DRIVE SUITE 331	TIBURON	CA	94920	N/A	PC	GENERAL FUND	$1,000
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD	PASADENA	CA	91125	N/A	PC	GENERAL FUND	$50,000
COMPUTER HISTORY MUSEUM
1401 N SHORELINE BLVD	MOUNTAIN VIEW	CA	94043	N/A	PC	GENERAL FUND	$20,000
WOODSIDE PRIORY
302 PORTOLA RD VALLEY	PORTOLO VALLEY	CA	94028	N/A	PC	GENERAL FUND	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$732,145	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$44,427	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	$3,803	UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$629,008	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	$400	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$4,203	UnrelatedBusinessTaxblIncmAmt
Exclusion	$673,435	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$677,638	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$8,500	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc
Amt	$0	Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD INFLATION-PROTECT SEC ADM	$152,818	$148,714
FIDELITY FLOATING RATE H	$190,733	$185,916

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PARAMETRIC CMDY STRAT	$52,227	$57,033
SPDR S&P MIDCAP 400 ETF	$9,768	$29,113
ISHARES CORE MSCI EAFE	$5,098	$6,300
VANGUARD COMMODITY STRATEGY ADMIRAL	$98,195	$83,873

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED BOOK ADJUSTMENT	Desc
Amt	$2	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DEDUCTIONS FROM FLOWTHROUGH: DIVERSIFIED REAL ESTATE FUND	$2,091	$2,091	$0
PASSTHROUGH INTEREST EXPENSE	$997	$997	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME/LOSS FROM FLOWTHROUGH - DIVERSIFIED REAL ESTATE FUND	$3,803	$3,803	$3,803
OTHER INCOME	$400		$400

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	REIMBURSABLE EXPENSES	Desc
BOY Book Value	$39,581	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$37,881	Amt
Net Investment Income	$37,881	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAX	$4	$0	$0
FOREIGN TAX	$11	$11	$0