Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BARBARA & CARL D ARNOLD JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)121 WARBLER LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRISBANE, CA94005
A Employer identification number

94-3382597
B Telephone number (see instructions)

(650) 754-5000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$987,411J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 30 30 30
4 Dividends and interest from securities... 21,126 21,126 21,126
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 58,002
b Gross sales price for all assets on line 6a 213,225
7 Capital gain net income (from Part IV, line 2)... 58,042
8 Net short-term capital gain......... 1,439
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 79,158 79,198 22,595
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
28,189 25,889    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21 21    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,880      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
1,220      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,310 25,910   0
25 Contributions, gifts, grants paid....... 35,860 35,860
26 Total expenses and disbursements. Add lines 24 and 25 67,170 25,910   35,860
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,988
b Net investment income (if negative, enter -0-) 53,288
c Adjusted net income (if negative, enter -0-)... 22,595
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 42,836 54,364 54,364
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 79,700 Click to see attachment
List of Attached Documents:
// Content
78,378 		75,251
b Investments—corporate stock (attach schedule)....... 457,279 Click to see attachment
List of Attached Documents:
// Content
446,270 		666,639
c Investments—corporate bonds (attach schedule)....... 194,481 Click to see attachment
List of Attached Documents:
// Content
203,183 		191,157
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
13,814 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 788,110 782,195 987,411
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 788,110 782,195
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 788,110 782,195
30 Total liabilities and net assets/fund balances (see instructions). 788,110 782,195
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
788,110
2
Enter amount from Part I, line 27a .....................
2
11,988
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
800,098
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
17,903
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
782,195
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 4 APPLE INC P 2009-08-10 2023-12-18
b 14 APPLE INC P 2009-08-10 2023-11-27
c 8 APPLE INC P 2009-08-10 2023-11-10
d 17 APPLE INC P 2009-08-10 2023-10-31
e 18 APPLE INC P 2009-08-10 2023-09-06
12 APPLE INC P 2009-08-10 2023-02-08
5 SCHWAB CHARLES CORP COM P 2022-07-11 2023-12-18
5 SCHWAB CHARLES CORP COM P 2022-07-11 2023-11-10
4 SCHWAB CHARLES CORP COM P 2022-07-11 2023-02-08
1 RTX CORPORATION COM USD1.00 P 2023-02-11 2023-09-27
13 RTX CORPORATION COM USD1.00 P 2023-03-10 2023-09-27
73 RTX CORPORATION COM USD1.00 P 2023-01-12 2023-09-27
1 RTX CORPORATION COM USD1.00 P 2023-01-12 2023-02-08
2 ABBOTT LABORATORIES P 2019-05-07 2023-12-18
4 ABBOTT LABORATORIES P 2019-05-07 2023-11-10
3 ABBOTT LABORATORIES P 2019-05-07 2023-02-08
3 DISNEY WALT CO COM P 2020-06-17 2023-12-18
3 DISNEY WALT CO COM P 2020-06-17 2023-11-10
4 DISNEY WALT CO COM P 2020-06-17 2023-02-08
3 BOSTON SCIENTIFIC CORP P 2020-05-21 2023-12-18
34 BOSTON SCIENTIFIC CORP P 2020-05-21 2023-11-14
12 BOSTON SCIENTIFIC CORP P 2020-05-21 2023-11-10
7 BOSTON SCIENTIFIC CORP P 2020-05-21 2023-02-08
2 HONEYWELL INTERNATIONAL INC COM USD1 P 2023-05-03 2023-12-18
2 HONEYWELL INTERNATIONAL INC COM USD1 P 2023-05-03 2023-11-10
3 TJX COMPANIES INC P 2022-06-30 2023-12-18
4 TJX COMPANIES INC P 2022-06-30 2023-11-10
1 TJX COMPANIES INC P 2022-06-30 2023-02-08
1 UNITEDHEALTH GROUP INC P 2016-09-16 2023-12-18
1 UNITEDHEALTH GROUP INC P 2016-09-16 2023-11-10
1 UNITEDHEALTH GROUP INC P 2016-09-16 2023-02-08
1 CONSTELLATION BRANDSINC COM USD0.01 CLASS A P 2020-04-02 2023-12-18
2 CONSTELLATION BRANDSINC COM USD0.01 CLASS A P 2020-04-02 2023-11-10
1 CONSTELLATION BRANDSINC COM USD0.01 CLASS A P 2020-04-02 2023-02-08
1 ELI LILLY & CO COM P 2017-01-04 2023-12-18
6 ELI LILLY & CO COM P 2017-01-04 2023-10-18
8 ELI LILLY & CO COM P 2017-01-04 2023-09-18
5 ELI LILLY & CO COM P 2017-01-04 2023-04-24
1 ELI LILLY & CO COM P 2017-01-04 2023-02-08
1 PARKER-HANNIFIN CORP COM P 2020-05-05 2023-12-18
5 PARKER-HANNIFIN CORP COM P 2020-05-05 2023-02-09
1 PARKER-HANNIFIN CORP COM P 2020-05-05 2023-02-08
3 PROCTER AND GAMBLE CO COM P 2020-01-29 2023-12-18
5 PROCTER AND GAMBLE CO COM P 2020-01-29 2023-11-10
3 PROCTER AND GAMBLE CO COM P 2020-01-29 2023-02-08
1 FREEPORT-MCMORAN INCCOM USD0.10 P 2021-12-27 2023-04-12
118 FREEPORT-MCMORAN INCCOM USD0.10 P 2021-08-24 2023-04-12
4 FREEPORT-MCMORAN INCCOM USD0.10 P 2021-08-24 2023-02-08
4 SOUTHWEST AIRLINES CO P 2021-12-28 2023-12-18
7 SOUTHWEST AIRLINES CO P 2021-12-28 2023-11-10
6 SOUTHWEST AIRLINES CO P 2021-12-28 2023-02-08
1 AMGEN INC P 2023-09-18 2023-11-10
1 CENCORA INC COM P 2020-03-03 2023-12-18
4 CENCORA INC COM P 2020-03-03 2023-11-10
1 CENCORA INC COM P 2020-03-03 2023-02-08
7 CSX CORP COM USD1 P 2023-05-12 2023-12-18
11 CSX CORP COM USD1 P 2023-05-12 2023-11-10
32 TYSON FOODS INC P 2021-12-27 2023-08-09
22 TYSON FOODS INC P 2021-05-12 2023-08-09
21 TYSON FOODS INC P 2021-05-03 2023-08-09
2 TYSON FOODS INC P 2021-05-03 2023-02-08
61 BANK AMERICA CORP COM P 2020-05-27 2023-06-28
55 BANK AMERICA CORP COM P 2018-09-10 2023-06-28
115 BANK AMERICA CORP COM P 2016-02-12 2023-06-28
47 BANK AMERICA CORP COM P 2016-02-12 2023-03-14
10 BANK AMERICA CORP COM P 2016-02-12 2023-02-08
3 ORACLE CORP P 2023-03-10 2023-12-18
4 ORACLE CORP P 2023-03-10 2023-11-10
3 JPMORGAN CHASE & CO P 2009-12-31 2023-12-18
4 JPMORGAN CHASE & CO P 2009-12-31 2023-11-10
10 JPMORGAN CHASE & CO P 2009-12-31 2023-03-09
4 JPMORGAN CHASE & CO P 2009-12-31 2023-02-08
1 THERMO FISHER SCIENTIFIC INC P 2016-12-07 2023-12-18
1 THERMO FISHER SCIENTIFIC INC P 2016-12-07 2023-11-10
2 TARGET CORP P 2020-03-05 2023-12-18
2 TARGET CORP P 2020-03-05 2023-11-10
2 TARGET CORP P 2020-03-05 2023-02-08
5 NORTHROP GRUMMAN CORP COM USD1 P 2020-12-30 2023-01-12
4 NORTHROP GRUMMAN CORP COM USD1 P 2020-01-06 2023-01-12
6 NORTHROP GRUMMAN CORP COM USD1 P 2019-05-13 2023-01-12
3 BRISTOL-MYERS SQUIBBCO COM P 2021-02-08 2023-12-18
5 BRISTOL-MYERS SQUIBBCO COM P 2021-02-08 2023-11-10
4 BRISTOL-MYERS SQUIBBCO COM P 2021-02-08 2023-02-08
2 STARBUCKS CORP COM USD0.001 P 2021-09-09 2023-12-18
4 STARBUCKS CORP COM USD0.001 P 2021-09-09 2023-11-10
2 STARBUCKS CORP COM USD0.001 P 2021-09-09 2023-02-08
21 STARBUCKS CORP COM USD0.001 P 2021-09-09 2023-01-18
12 QUALCOMM INC P 2022-03-11 2023-05-26
1 QUALCOMM INC P 2022-02-17 2023-05-26
10 QUALCOMM INC P 2022-03-04 2023-05-26
38 QUALCOMM INC P 2022-02-17 2023-05-26
2 QUALCOMM INC P 2022-02-17 2023-02-08
24 STATE STREET CORP P 2020-12-15 2023-08-09
55 STATE STREET CORP P 2020-06-04 2023-08-09
2 STATE STREET CORP P 2020-06-04 2023-02-08
4 CVS HEALTH CORPORATION COM USD0.01 P 2021-06-16 2023-12-18
5 CVS HEALTH CORPORATION COM USD0.01 P 2021-06-16 2023-11-10
2 CVS HEALTH CORPORATION COM USD0.01 P 2021-06-16 2023-02-08
4 EXXON MOBIL CORP COM P 2022-05-25 2023-12-18
7 EXXON MOBIL CORP COM P 2022-05-25 2023-11-10
4 EXXON MOBIL CORP COM P 2022-05-25 2023-02-08
2 CONOCOPHILLIPS COM P 2019-07-18 2023-12-18
4 CONOCOPHILLIPS COM P 2019-07-18 2023-11-10
2 CONOCOPHILLIPS COM P 2019-07-18 2023-02-08
12 AT&T INC COM USD1 P 2022-04-22 2023-12-18
33 AT&T INC COM USD1 P 2022-04-22 2023-11-10
15 AT&T INC COM USD1 P 2022-04-22 2023-02-08
5 MICROSOFT CORP P 2007-05-02 2023-12-18
9 MICROSOFT CORP P 2007-05-02 2023-11-10
1 MICROSOFT CORP P 2007-05-02 2023-03-31
6 MICROSOFT CORP P 2007-05-02 2023-02-08
7 WELLS FARGO CO NEW COM P 2021-02-24 2023-12-18
8 WELLS FARGO CO NEW COM P 2021-02-24 2023-11-10
7 WELLS FARGO CO NEW COM P 2021-02-24 2023-02-08
1 LOWES COMPANIES INC COM USD0.50 P 2020-07-14 2023-12-18
2 LOWES COMPANIES INC COM USD0.50 P 2020-07-14 2023-11-10
2 LOWES COMPANIES INC COM USD0.50 P 2020-07-14 2023-02-08
3 ADOBE INC COM P 2022-01-19 2023-03-10
7 ADOBE INC COM P 2019-09-18 2023-03-10
6 ADOBE INC COM P 2018-10-30 2023-03-10
6 ADOBE INC COM P 2018-09-10 2023-03-10
36 EMERSON ELECTRIC CO P 2021-02-08 2023-05-03
40 EMERSON ELECTRIC CO P 2020-12-15 2023-05-03
2 EMERSON ELECTRIC CO P 2020-12-15 2023-02-08
4 MICRON TECHNOLOGY INC P 2023-03-31 2023-12-18
4 SCHLUMBERGER LIMITEDCOM USD0.01 P 2021-03-05 2023-12-18
6 SCHLUMBERGER LIMITEDCOM USD0.01 P 2021-03-05 2023-11-10
4 SCHLUMBERGER LIMITEDCOM USD0.01 P 2021-03-05 2023-02-08
3 HARTFORD FINANCIAL SERVICES GRP INC COMUSD0.01 P 2020-05-14 2023-12-18
10 HARTFORD FINANCIAL SERVICES GRP INC COMUSD0.01 P 2020-05-14 2023-11-10
4 HARTFORD FINANCIAL SERVICES GRP INC COMUSD0.01 P 2020-05-14 2023-02-08
2 TAKE-TWO INTERACTIVESOFTWARE INC P 2022-03-29 2023-12-18
2 TAKE-TWO INTERACTIVESOFTWARE INC P 2022-03-29 2023-11-10
6 TAKE-TWO INTERACTIVESOFTWARE INC P 2022-03-29 2023-05-18
7 TAKE-TWO INTERACTIVESOFTWARE INC P 2022-02-11 2023-05-18
2 TAKE-TWO INTERACTIVESOFTWARE INC P 2022-02-11 2023-02-08
6 AMAZON.COM INC P 2017-07-10 2023-12-18
8 AMAZON.COM INC P 2016-06-30 2023-11-10
7 AMAZON.COM INC P 2016-06-30 2023-02-08
2 PROLOGIS INC. COM P 2020-12-04 2023-12-18
3 PROLOGIS INC. COM P 2020-12-04 2023-11-10
1 PROLOGIS INC. COM P 2020-12-04 2023-02-08
1 QUANTA SERVICES COM USD0.00001 P 2019-08-07 2023-12-18
1 QUANTA SERVICES COM USD0.00001 P 2019-08-07 2023-11-10
10 QUANTA SERVICES COM USD0.00001 P 2019-08-07 2023-05-03
7 QUANTA SERVICES COM USD0.00001 P 2019-08-07 2023-03-31
1 QUANTA SERVICES COM USD0.00001 P 2019-08-07 2023-02-08
1 MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A P 2021-02-03 2023-12-18
2 MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A P 2021-02-03 2023-11-10
2 MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A P 2021-02-03 2023-02-08
1 NVIDIA CORPORATION COM P 2023-05-26 2023-12-18
1 NVIDIA CORPORATION COM P 2023-05-26 2023-11-10
1 BLACKROCK INC COM USD0.01 P 2020-01-23 2023-12-18
1 BLACKROCK INC COM USD0.01 P 2020-01-23 2023-11-10
1 BLACKROCK INC COM USD0.01 P 2020-01-23 2023-02-08
1 BLACKROCK INC COM USD0.01 P 2020-01-23 2023-01-24
1 NETFLIX INC P 2022-07-22 2023-12-18
1 NETFLIX INC P 2022-07-22 2023-11-10
4 NETFLIX INC P 2022-07-22 2023-07-11
1 NETFLIX INC P 2022-07-22 2023-02-08
1 SALESFORCE INC COM P 2022-11-11 2023-12-18
3 SALESFORCE INC COM P 2022-11-11 2023-11-10
9 SALESFORCE INC COM P 2022-11-11 2023-03-31
1 SALESFORCE INC COM P 2022-11-11 2023-02-08
7 ALPHABET INC CAP STKCL A P 2016-01-29 2023-12-18
7 ALPHABET INC CAP STKCL A P 2016-01-29 2023-11-10
17 ALPHABET INC CAP STKCL A P 2016-01-29 2023-09-21
9 ALPHABET INC CAP STKCL A P 2009-08-10 2023-09-21
10 ALPHABET INC CAP STKCL A P 2009-08-10 2023-02-08
1 INTERCONTINENTAL EXCHANGE INC COM USD0.01 P 2023-02-08 2023-12-18
3 INTERCONTINENTAL EXCHANGE INC COM USD0.01 P 2023-02-08 2023-11-10
1 MASTERCARD INCORPORATED CL A P 2020-12-04 2023-12-18
3 MASTERCARD INCORPORATED CL A P 2020-10-07 2023-11-10
1 MASTERCARD INCORPORATED CL A P 2020-10-07 2023-02-08
1 TESLA INC COM P 2023-01-18 2023-12-18
2 TESLA INC COM P 2023-01-18 2023-02-08
1 NXP SEMICONDUCTORS NV P 2021-01-08 2023-12-18
3 NXP SEMICONDUCTORS NV P 2021-01-08 2023-11-10
2 NXP SEMICONDUCTORS NV P 2021-01-08 2023-02-08
4 GENERAL MTRS CO COM P 2020-10-21 2023-12-18
4 GENERAL MTRS CO COM P 2020-10-21 2023-11-10
2 GENERAL MTRS CO COM P 2020-10-21 2023-02-08
32 GENERAL MTRS CO COM P 2020-10-21 2023-01-18
3 DUKE ENERGY CORP NEWCOM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 P 2019-11-27 2023-12-18
2 DUKE ENERGY CORP NEWCOM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 P 2019-11-27 2023-02-08
13 DUKE ENERGY CORP NEWCOM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 P 2019-11-27 2023-01-24
1 AMERICAN TOWER CORP NEW COM P 2017-12-20 2023-12-18
1 AMERICAN TOWER CORP NEW COM P 2017-12-20 2023-11-10
1 AMERICAN TOWER CORP NEW COM P 2017-12-20 2023-02-08
2 META PLATFORMS INC CLASS A COMMON STOCK P 2017-08-21 2023-12-18
3 META PLATFORMS INC CLASS A COMMON STOCK P 2017-08-21 2023-11-10
1 META PLATFORMS INC CLASS A COMMON STOCK P 2017-08-21 2023-02-08
2 ABBVIE INC COM USD0.01 P 2020-04-03 2023-12-18
3 ABBVIE INC COM USD0.01 P 2020-04-03 2023-11-10
2 ABBVIE INC COM USD0.01 P 2020-04-03 2023-02-08
6000 UNITED STATES TREAS NTS NOTE 2.75000% 11/15/2023 P 2022-10-05 2023-11-15
6000 SCHLUMBERGER INVT SANOTE 3.65000% 12/01/2023 P 2020-12-09 2023-12-01
6000 SCHLUMBERGER INVT SANOTE 3.65000% 12/01/2023 P 2020-06-15 2023-12-01
6 ARAMARK COM P 2023-10-18 2023-12-18
7 ARAMARK COM P 2023-10-18 2023-11-10
64 HORIZON THERAPEUTICSPLC COM USD0.0001 *CASH PAYOUT AT $ 116.50* P 2022-03-30 2023-01-12
6 KRAFT HEINZ CO COM P 2020-09-10 2023-12-18
6 KRAFT HEINZ CO COM P 2020-09-10 2023-11-10
4 KRAFT HEINZ CO COM P 2020-09-10 2023-02-08
36 KRAFT HEINZ CO COM P 2020-09-10 2023-01-24
3 PAYPAL HLDGS INC COM P 2022-08-24 2023-12-18
4 PAYPAL HLDGS INC COM P 2022-08-24 2023-11-10
4 PAYPAL HLDGS INC COM P 2022-08-24 2023-02-08
3 JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 P 2021-06-10 2023-12-18
4 JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 P 2021-06-10 2023-11-10
4 JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 P 2021-06-10 2023-02-08
102 KNIGHT-SWIFT TRANSN HLDGS INC CL A P 2021-02-08 2023-05-12
1 KNIGHT-SWIFT TRANSN HLDGS INC CL A P 2021-02-08 2023-02-08
27 KNIGHT-SWIFT TRANSN HLDGS INC CL A P 2021-02-08 2023-02-03
1 BROADCOM INC COM P 2022-07-28 2023-11-10
2 BROADCOM INC COM P 2022-07-28 2023-06-23
1 BROADCOM INC COM P 2022-07-28 2023-02-08
1 LINDE PLC COM EUR0.001 *EXCHANGED FOR CUSIP G54950103* P 2020-03-17 2023-02-08
5 FOX CORP CL A COM P 2021-03-16 2023-12-18
8 FOX CORP CL A COM P 2021-03-16 2023-11-10
7 FOX CORP CL A COM P 2021-03-16 2023-02-08
8 AVANTOR INC COM P 2021-02-08 2023-12-18
11 AVANTOR INC COM P 2021-02-08 2023-11-10
9 AVANTOR INC COM P 2021-02-08 2023-02-08
31 MARVELL TECHNOLOGY INC COM P 2023-02-08 2023-05-31
68 MARVELL TECHNOLOGY INC COM P 2022-05-06 2023-05-31
41 MARVELL TECHNOLOGY INC COM P 2022-05-06 2023-05-26
1 LINDE PLC COM EUR0.001 CUSIP G54950103 P 2020-03-17 2023-11-10
5 LINDE PLC COM EUR0.001 CUSIP G54950103 P 2020-03-17 2023-03-06
Wash Sale      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 780   23 757
b 2,662   82 2,580
c 1,474   47 1,427
d 2,901   100 2,801
e 3,289   106 3,183
1,835   71 1,764
349   316 33
269   316 -47
326   253 73
73   98 -25
951   1,242 -291
5,337   7,336 -1,999
98   100 -2
216   153 63
373   307 66
334   230 104
279   352 -73
263   352 -89
444   470 -26
167   106 61
1,840   1,205 635
615   425 190
336   248 88
409   400 9
369   400 -31
270   168 102
360   224 136
81   56 25
528   138 390
539   138 401
481   138 343
239   130 109
475   261 214
231   130 101
581   74 507
3,657   447 3,210
4,590   596 3,994
1,922   373 1,549
340   74 266
453   158 295
1,779   789 990
350   158 192
441   377 64
751   628 123
418   376 42
41   42 -1
4,858   4,162 696
173   141 32
114   170 -56
159   297 -138
214   255 -41
264   264  
201   87 114
788   347 441
158   87 71
241   224 17
334   352 -18
1,736   2,741 -1,005
1,194   1,761 -567
1,139   1,657 -518
122   158 -36
1,714   1,537 177
1,546   1,695 -149
3,232   1,317 1,915
1,342   538 804
367   114 253
317   249 68
447   332 115
499   126 373
577   168 409
1,343   420 923
575   168 407
518   142 376
439   142 297
275   214 61
211   215 -4
345   215 130
2,444   1,514 930
1,955   1,513 442
2,933   1,763 1,170
154   180 -26
249   299 -50
295   240 55
193   240 -47
410   480 -70
213   240 -27
2,221   2,518 -297
1,306   1,858 -552
109   175 -66
1,089   1,636 -547
4,137   6,465 -2,328
268   340 -72
1,747   1,723 24
4,004   3,730 274
187   136 51
300   342 -42
332   427 -95
179   171 8
411   385 26
721   674 47
457   385 72
232   121 111
459   241 218
221   121 100
198   236 -38
512   650 -138
288   295 -7
1,857   153 1,704
3,283   276 3,007
285   31 254
1,627   184 1,443
352   266 86
324   304 20
340   266 74
224   139 85
380   277 103
425   277 148
988   1,572 -584
2,305   1,929 376
1,976   1,409 567
1,976   1,592 384
3,081   3,099 -18
3,423   3,291 132
173   165 8
326   246 80
209   116 93
316   173 143
216   116 100
242   97 145
733   323 410
308   129 179
318   317 1
294   317 -23
841   951 -110
981   1,218 -237
225   348 -123
919   299 620
1,127   287 840
701   251 450
267   197 70
309   295 14
131   98 33
215   33 182
171   33 138
1,699   325 1,374
1,171   228 943
154   33 121
222   125 97
388   249 139
349   249 100
498   387 111
478   387 91
801   544 257
656   544 112
737   544 193
756   544 212
484   222 262
441   222 219
1,751   889 862
362   222 140
264   159 105
633   476 157
1,795   1,429 366
170   159 11
958   265 693
910   265 645
2,231   645 1,586
1,181   103 1,078
997   114 883
124   110 14
327   329 -2
423   343 80
1,163   1,031 132
375   344 31
254   129 125
400   257 143
228   180 48
545   540 5
380   360 20
143   144 -1
105   144 -39
83   72 11
1,173   1,150 23
291   265 26
200   176 24
1,317   1,146 171
211   141 70
181   141 40
218   141 77
692   335 357
972   503 469
185   168 17
308   149 159
410   223 187
292   149 143
6,000   5,905 95
6,000   6,000  
6,000   6,000  
165   161 4
196   187 9
7,244   6,779 465
221   188 33
197   188 9
158   126 32
1,430   1,130 300
184   282 -98
216   376 -160
324   376 -52
161   161  
202   269 -67
258   269 -11
5,825   4,220 1,605
61   41 20
1,670   1,117 553
931   534 397
1,650   1,068 582
606   534 72
340   165 175
148   220 -72
239   353 -114
253   309 -56
181   240 -59
201   330 -129
213   270 -57
1,881   1,433 448
4,126   3,946 180
2,619   2,379 240
395   165 230
1,794   823 971
      40
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       757
b       2,580
c       1,427
d       2,801
e       3,183
      1,764
      33
      -47
      73
      -25
      -291
      -1,999
      -2
      63
      66
      104
      -73
      -89
      -26
      61
      635
      190
      88
      9
      -31
      102
      136
      25
      390
      401
      343
      109
      214
      101
      507
      3,210
      3,994
      1,549
      266
      295
      990
      192
      64
      123
      42
      -1
      696
      32
      -56
      -138
      -41
       
      114
      441
      71
      17
      -18
      -1,005
      -567
      -518
      -36
      177
      -149
      1,915
      804
      253
      68
      115
      373
      409
      923
      407
      376
      297
      61
      -4
      130
      930
      442
      1,170
      -26
      -50
      55
      -47
      -70
      -27
      -297
      -552
      -66
      -547
      -2,328
      -72
      24
      274
      51
      -42
      -95
      8
      26
      47
      72
      111
      218
      100
      -38
      -138
      -7
      1,704
      3,007
      254
      1,443
      86
      20
      74
      85
      103
      148
      -584
      376
      567
      384
      -18
      132
      8
      80
      93
      143
      100
      145
      410
      179
      1
      -23
      -110
      -237
      -123
      620
      840
      450
      70
      14
      33
      182
      138
      1,374
      943
      121
      97
      139
      100
      111
      91
      257
      112
      193
      212
      262
      219
      862
      140
      105
      157
      366
      11
      693
      645
      1,586
      1,078
      883
      14
      -2
      80
      132
      31
      125
      143
      48
      5
      20
      -1
      -39
      11
      23
      26
      24
      171
      70
      40
      77
      357
      469
      17
      159
      187
      143
      95
       
       
      4
      9
      465
      33
      9
      32
      300
      -98
      -160
      -52
       
      -67
      -11
      1,605
      20
      553
      397
      582
      72
      175
      -72
      -114
      -56
      -59
      -129
      -57
      448
      180
      240
      230
      971
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 58,042
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 1,439
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 741
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 741
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 741
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 708
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 708
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 33
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCARL D ARNOLD III Telephone no.right arrow (650) 754-5000

Located atright arrow121 WARBLER LANEBRISBANECA ZIP+4right arrow94005
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CARL D ARNOLD III President
2.00 		0    
121 WARBLER LANE
BRISBANE,CA94005
JOHANA ARNOLD Secretary
2.00 		0    
802 KEMP HILL ROAD
DELANCEY,NY13752
CARL D ARNOLD III Treasurer
2.00 		0    
121 WARBLER LANE
BRISBANE,CA94005
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
904,009
b
Average of monthly cash balances.......................
1b
12,531
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
916,540
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
916,540
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,748
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
902,792
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
45,140
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
45,140
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
741
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
741
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
44,399
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
44,399
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
44,399
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
35,860
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
35,860
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 44,399
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,909
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 35,860
a Applied to 2022, but not more than line 2a 1,909
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 33,951
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		10,448
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CITIZENS CLIMATE EDUCATION

1330 ORANGE AVENUE 309
CORONADO,CA92118 		  PC GENERAL SUPPORT 500

CORNELL LAB OF ORNITHOLOGY

159 SAPSUCKER WOODS ROAD
ITHACA,NY14850 		  PC GENERAL SUPPORT 500

DELHI FIREFIGHTERS FOUNDATION

PO BOX 405
DELHI,NY13753 		  PC GENERAL SUPPORT 1,000

DENVER UNIVERSITY ALUMNI GROUP

2199 S UNIVERSITY BLVD
DENVER,CO80208 		  PC GENERAL SUPPORT 1,000

FAMILY PLANNING OF SOUTH CENTRAL NY INC

37 DIETZ STREET
ONEONTA,NY13820 		  PC GENERAL SUPPORT 1,000

HELIOS CARE HOSPICE

297 RIVER ST SERVICE RD STE 1
ONEONTA,NY13820 		  PC GENERAL SUPPORT 500

KIDS IN NEED OF DEFENSE

1201 L ST NW
WASHINGTON,DC20005 		  PC GENERAL SUPPORT 1,000

NATIONAL RESOURCE DEFENSE COUNCIL

40 WEST 20TH ST 11TH FLR
NEW YORK,NY10011 		  PC GENERAL SUPPORT 2,000

PLUMP JACK FOUNDATION

3138 FILLMORE STREET
SAN FRANCISCO,CA94123 		  PC GENERAL SUPPORT 5,245

ROTARY CLUB CLOVERDALE

PO BOX 388
CLOVERDALE,CA95425 		  PC GENERAL SUPPORT 249

THE FIRST TEE

99 HARDING ROAD
SAN FRANCISCO,CA94132 		  PC GENERAL SUPPORT 1,500

WILDLAND FIREFIGHTER FOUNDATION

2049 AIRPORT WAY
BOISE,ID83705 		  PC GENERAL SUPPORT 3,000

YOUTH ON COURSE

3200 LOPEZ ROAD
PEBBLE BEACH,CA93953 		  PC GENERAL SUPPORT 1,053

SARCOMA FOUNDATION

205 Camino Alto Court
Mill Valley,CA94941 		  PC GENERAL SUPPORT 2,063
DOCTORS WITHOUT BORDERS


PO BOX 5030
Hagerstown,MD21741 		  PC GENERAL SUPPORT 1,500
WORLD CENTRAL KITCHEN INC


200 Massachusetts Avenue NW 7th Fl
Washington,DC20001 		  PC GENERAL SUPPORT 5,000
HEALTHNETWORK FOUNDATION


3550 Lander Road Suite 225
Cleveland,OH44124 		  PC GENERAL SUPPORT 1,000

ACADEMY OF ART UNIVERSITY FOUNDATION

79 NEW MONTGOMERY ST
SAN FRANCISCO,CA94105 		  PC GENERAL SUPPORT 350

BOY SCOUTS OF AMERICA GOLDEN GATE AREA

6601 OWENS DRIVE SUITE 100
PLEASANTON,CA94588 		  PC GENERAL SUPPORT 1,200

GRAVENSTEIN PARENT ASSOCIATION

725 BLOOMFIELD ROAD
SEBASTOPOL,CA95472 		  PC GENERAL SUPPORT 1,000

KARAM FOUNDATION

2045 W GRAND AVE STE B UNIT 88293
CHICAGO,IL60612 		  PC GENERAL SUPPORT 2,000

THE LEIGH LECKERMAN FOUNDATION

230 ANVIL LN
FEASTERVILLE,PA19053 		  PC GENERAL SUPPORT 100

SEQUOIA HOSPITAL FOUNDATION

170 ALAMEDA DE LAS PULGAS
REDWOOD CITY,CA94062 		  PC GENERAL SUPPORT 3,100
Total .................................right arrow 3a 35,860
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        30
4 Dividends and interest from securities ....         21,126
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        58,002
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     79,158
13Total. Add line 12, columns (b), (d), and (e)..................
13
79,158
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
23017517
Software Version:
2023v5.0
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 203,183 191,157

TY 2023 InvestmentsCorpStockSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
23017517
Software Version:
2023v5.0
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 446,270 666,639

TY 2023 InvestmentsGovtObligationsSch
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
23017517
Software Version:
2023v5.0
US Government Securities - End of Year Book Value:

17,756
US Government Securities - End of Year Fair Market Value:

17,839
State & Local Government Securities - End of Year Book Value:


60,622
State & Local Government Securities - End of Year Fair Market Value:


57,412


TY 2023 OtherDecreasesSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
23017517
Software Version:
2023v5.0
Description Amount
DEPOSIT IN TRANSIT CLEARED 13,814
FEDERAL EXCISE TAX 1,449


TY 2023 OtherExpensesSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 70      
LICENSES & FEES 50      
OFFICE EXPENSE 1,100      


TY 2023 OtherProfessionalFeesSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 25,889 25,889 0 0
TAX PREPARATION 2,300 0 0 0


TY 2023 TaxesSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 21 21