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
THE BOCKUS BROWN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)352 CHURCHILL AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALO ALTO, CA94301
A Employer identification number

26-1539629
B Telephone number (see instructions)

(650) 323-6727
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$7,609,908J 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 9,222 9,222  
4 Dividends and interest from securities... 151,533 151,533  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 280,730
b Gross sales price for all assets on line 6a 1,593,892
7 Capital gain net income (from Part IV, line 2)... 280,730
8 Net short-term capital gain.........  
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)....... Click to see attachment
List of Attached Documents:
// Content
286 286  
12 Total. Add lines 1 through 11........ 441,771 441,771  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,735 0   6,735
c Other professional fees (attach schedule)....        
17 Interest............... 4,674 4,674   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,826 1,795   6,031
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,551 1,451   100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,786 7,920   12,866
25 Contributions, gifts, grants paid....... 367,500 367,500
26 Total expenses and disbursements. Add lines 24 and 25 388,286 7,920   380,366
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 53,485
b Net investment income (if negative, enter -0-) 433,851
c Adjusted net income (if negative, enter -0-)...  
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......... 618,832 754,132 754,132
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)      
b Investments—corporate stock (attach schedule)....... 6,314,590 Click to see attachment
List of Attached Documents:
// Content
6,732,823 		6,732,823
c Investments—corporate bonds (attach schedule).......      
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).......... 0 Click to see attachment
List of Attached Documents:
// Content
116,683 		116,683
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
2,531 		Click to see attachment
List of Attached Documents:
// Content
6,270 		Click to see attachment
List of Attached Documents:
// Content
6,270
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,935,953 7,609,908 7,609,908
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) Click to see attachment
List of Attached Documents:
// Content
21,384 		Click to see attachment
List of Attached Documents:
// Content
34,529
23 Total liabilities (add lines 17 through 22)......... 21,384 34,529
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...........    
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........ 6,914,569 7,575,379
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 6,914,569 7,575,379
30 Total liabilities and net assets/fund balances (see instructions). 6,935,953 7,609,908
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
6,914,569
2
Enter amount from Part I, line 27a .....................
2
53,485
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
618,289
4
Add lines 1, 2, and 3 ..........................
4
7,586,343
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,964
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,575,379
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 SHIELD CAPITAL FUND I LP P    
b SHIELD CAPITAL FUND I LP P    
c AMERICAN CAP INC BUILDER A 42.584 SHRS P 2022-09-12 2023-07-13
d AMERICAN CAP INC BUILDER A 92.720 SHRS P 2022-12-16 2023-07-13
e AMERICAN CAP INC BUILDER A 45.985 SHRS P 2023-03-13 2023-07-13
AMERICAN CAP INC BUILDER A 45.115 SHRS P 2023-06-12 2023-07-13
AMERICAN INC FD OF AMERICA A 256.766 SHRS P 2022-09-12 2023-07-13
AMERICAN INC FD OF AMERICA A 432.639 SHRS P 2022-12-13 2023-07-13
AMERICAN INC FD OF AMERICA A 1306.891 SHRS P 2022-12-13 2023-07-13
AMERICAN INC FD OF AMERICA A 298.685 SHRS P 2023-03-13 2023-07-13
AMERICAN INC FD OF AMERICA A 293.399 SHRS P 2023-06-12 2023-07-13
AMERICAN INTL GRW & INC A 69.960 SHRS P 2023-03-24 2023-07-13
AMERICAN INTL GRW & INC A 180.321 SHRS P 2023-06-23 2023-07-13
AMERICAN MUTUAL A 59.123 SHRS P 2022-09-14 2023-07-13
AMERICAN MUTUAL A 97.524 SHRS P 2022-12-14 2023-07-13
AMERICAN MUTUAL A 387.755 SHRS P 2022-12-14 2023-07-13
AMERICAN MUTUAL A 64.296 SHRS P 2023-03-15 2023-07-13
AMERICAN MUTUAL A 63.044 SHRS P 2023-06-14 2023-07-13
FIDELITY ADV NEW INSIGHTS A 71.861 SHRS P 2022-12-09 2023-07-13
FIDELITY ADV NEW INSIGHTS A 1885.002 SHRS P 2022-12-09 2023-07-13
FIDELITY ADV NEW INSIGHTS A 1.268 SHRS P 2023-02-03 2023-07-13
FIDELITY ADV NEW INSIGHTS A 250.468 SHRS P 2023-02-03 2023-07-13
AMERICAN CAP INC BUILDER A 5.000 SHRS P 2012-06-08 2023-07-13
AMERICAN CAP INC BUILDER A 2.292 SHRS P 2016-12-23 2023-07-13
AMERICAN CAP INC BUILDER A 2.110 SHRS P 2017-03-15 2023-07-13
AMERICAN CAP INC BUILDER A 2.056 SHRS P 2017-06-14 2023-07-13
AMERICAN CAP INC BUILDER A 2.047 SHRS P 2017-09-13 2023-07-13
AMERICAN CAP INC BUILDER A 2.660 SHRS P 2017-12-22 2023-07-13
AMERICAN CAP INC BUILDER A 3.266 SHRS P 2017-12-22 2023-07-13
AMERICAN CAP INC BUILDER A 2.136 SHRS P 2018-03-14 2023-07-13
AMERICAN CAP INC BUILDER A 45.533 SHRS P 2018-06-13 2023-07-13
AMERICAN CAP INC BUILDER A 46.416 SHRS P 2018-09-12 2023-07-13
AMERICAN CAP INC BUILDER A 64.759 SHRS P 2018-12-21 2023-07-13
AMERICAN CAP INC BUILDER A 47.448 SHRS P 2019-03-13 2023-07-13
AMERICAN CAP INC BUILDER A 47.190 SHRS P 2019-06-12 2023-07-13
AMERICAN CAP INC BUILDER A 47.035 SHRS P 2019-09-11 2023-07-13
AMERICAN CAP INC BUILDER A 53.819 SHRS P 2019-12-20 2023-07-13
AMERICAN CAP INC BUILDER A 55.006 SHRS P 2019-12-20 2023-07-13
AMERICAN CAP INC BUILDER A 59.398 SHRS P 2020-03-16 2023-07-13
AMERICAN CAP INC BUILDER A 52.150 SHRS P 2020-06-15 2023-07-13
AMERICAN CAP INC BUILDER A 50.933 SHRS P 2020-09-14 2023-07-13
AMERICAN CAP INC BUILDER A 61.133 SHRS P 2020-12-18 2023-07-13
AMERICAN CAP INC BUILDER A 37.361 SHRS P 2021-03-15 2023-07-13
AMERICAN CAP INC BUILDER A 35.606 SHRS P 2021-06-14 2023-07-13
AMERICAN CAP INC BUILDER A 36.150 SHRS P 2021-09-13 2023-07-13
AMERICAN CAP INC BUILDER A 91.903 SHRS P 2021-12-17 2023-07-13
AMERICAN CAP INC BUILDER A 40.582 SHRS P 2022-03-14 2023-07-13
AMERICAN CAP INC BUILDER A 42.991 SHRS P 2022-06-13 2023-07-13
AMERICAN GR FD OF AMERICA A 4.303 SHRS P 2020-12-18 2023-07-13
AMERICAN GR FD OF AMERICA A 250.621 SHRS P 2020-12-18 2023-07-13
AMERICAN GR FD OF AMERICA A 5.785 SHRS P 2021-12-17 2023-07-13
AMERICAN GR FD OF AMERICA A 538.524 SHRS P 2021-12-17 2023-07-13
AMERICAN INC FD OF AMERICA A 136.552 SHRS P 2014-06-13 2023-07-13
AMERICAN INC FD OF AMERICA A 136.145 SHRS P 2014-09-19 2023-07-13
AMERICAN INC FD OF AMERICA A 244.983 SHRS P 2014-12-22 2023-07-13
AMERICAN INC FD OF AMERICA A 141.362 SHRS P 2015-03-13 2023-07-13
AMERICAN INC FD OF AMERICA A 141.722 SHRS P 2015-06-17 2023-07-13
AMERICAN INC FD OF AMERICA A 180.556 SHRS P 2016-06-15 2023-07-13
AMERICAN INC FD OF AMERICA A 178.718 SHRS P 2016-09-14 2023-07-13
AMERICAN INC FD OF AMERICA A 251.889 SHRS P 2016-12-20 2023-07-13
AMERICAN INC FD OF AMERICA A 233.923 SHRS P 2017-03-15 2023-07-13
AMERICAN INC FD OF AMERICA A 230.785 SHRS P 2017-06-14 2023-07-13
AMERICAN INC FD OF AMERICA A 229.932 SHRS P 2017-09-13 2023-07-13
AMERICAN INC FD OF AMERICA A 228.993 SHRS P 2017-12-19 2023-07-13
AMERICAN INC FD OF AMERICA A 695.305 SHRS P 2017-12-19 2023-07-13
AMERICAN INC FD OF AMERICA A 237.802 SHRS P 2018-03-14 2023-07-13
AMERICAN INC FD OF AMERICA A 239.714 SHRS P 2018-06-13 2023-07-13
AMERICAN INC FD OF AMERICA A 241.014 SHRS P 2018-09-12 2023-07-13
AMERICAN INC FD OF AMERICA A 1202.356 SHRS P 2018-12-18 2023-07-13
AMERICAN INC FD OF AMERICA A 232.850 SHRS P 2019-03-13 2023-07-13
AMERICAN INC FD OF AMERICA A 231.541 SHRS P 2019-06-12 2023-07-13
AMERICAN INC FD OF AMERICA A 227.827 SHRS P 2019-09-11 2023-07-13
AMERICAN INC FD OF AMERICA A 341.799 SHRS P 2019-12-17 2023-07-13
AMERICAN INC FD OF AMERICA A 691.286 SHRS P 2019-12-17 2023-07-13
AMERICAN INC FD OF AMERICA A 258.657 SHRS P 2020-06-15 2023-07-13
AMERICAN INC FD OF AMERICA A 247.398 SHRS P 2020-09-14 2023-07-13
AMERICAN INC FD OF AMERICA A 368.591 SHRS P 2020-12-15 2023-07-13
AMERICAN INC FD OF AMERICA A 225.898 SHRS P 2021-03-15 2023-07-13
AMERICAN INC FD OF AMERICA A 215.386 SHRS P 2021-06-14 2023-07-13
AMERICAN INC FD OF AMERICA A 217.831 SHRS P 2021-09-13 2023-07-13
AMERICAN INC FD OF AMERICA A 336.779 SHRS P 2021-12-14 2023-07-13
AMERICAN INC FD OF AMERICA A 1351.927 SHRS P 2021-12-14 2023-07-13
AMERICAN INC FD OF AMERICA A 244.830 SHRS P 2022-03-14 2023-07-13
AMERICAN INC FD OF AMERICA A 259.907 SHRS P 2022-06-13 2023-07-13
AMERICAN INTL GRW & INC A 9.221 SHRS P 2013-03-15 2023-07-13
AMERICAN INTL GRW & INC A 21.665 SHRS P 2013-06-19 2023-07-13
AMERICAN INTL GRW & INC A 13.594 SHRS P 2013-09-12 2023-07-13
AMERICAN INTL GRW & INC A 8.440 SHRS P 2013-12-20 2023-07-13
AMERICAN INTL GRW & INC A 77.768 SHRS P 2013-12-20 2023-07-13
AMERICAN INTL GRW & INC A 26.045 SHRS P 2014-03-14 2023-07-13
AMERICAN INTL GRW & INC A 19.716 SHRS P 2014-06-24 2023-07-13
AMERICAN INTL GRW & INC A 11.020 SHRS P 2014-09-17 2023-07-13
AMERICAN INTL GRW & INC A 10.936 SHRS P 2014-12-19 2023-07-13
AMERICAN INTL GRW & INC A 63.402 SHRS P 2014-12-19 2023-07-13
AMERICAN INTL GRW & INC A 22.031 SHRS P 2015-06-25 2023-07-13
AMERICAN INTL GRW & INC A 134.289 SHRS P 2017-06-23 2023-07-13
AMERICAN INTL GRW & INC A 62.438 SHRS P 2017-09-22 2023-07-13
AMERICAN INTL GRW & INC A 48.123 SHRS P 2017-12-19 2023-07-13
AMERICAN INTL GRW & INC A 59.454 SHRS P 2018-03-23 2023-07-13
AMERICAN INTL GRW & INC A 192.989 SHRS P 2018-06-22 2023-07-13
AMERICAN INTL GRW & INC A 114.353 SHRS P 2018-09-21 2023-07-13
AMERICAN INTL GRW & INC A 78.109 SHRS P 2019-03-22 2023-07-13
AMERICAN INTL GRW & INC A 131.363 SHRS P 2019-06-21 2023-07-13
AMERICAN INTL GRW & INC A 78.996 SHRS P 2019-09-20 2023-07-13
AMERICAN INTL GRW & INC A 81.543 SHRS P 2019-12-23 2023-07-13
AMERICAN INTL GRW & INC A 70.975 SHRS P 2020-09-18 2023-07-13
AMERICAN INTL GRW & INC A 51.708 SHRS P 2020-12-21 2023-07-13
AMERICAN INTL GRW & INC A 55.933 SHRS P 2021-03-26 2023-07-13
AMERICAN INTL GRW & INC A 123.148 SHRS P 2021-06-25 2023-07-13
AMERICAN INTL GRW & INC A 112.899 SHRS P 2021-09-24 2023-07-13
AMERICAN INTL GRW & INC A 70.698 SHRS P 2021-12-21 2023-07-13
AMERICAN INTL GRW & INC A 677.522 SHRS P 2021-12-21 2023-07-13
AMERICAN INTL GRW & INC A 47.506 SHRS P 2022-03-25 2023-07-13
AMERICAN INTL GRW & INC A 74.824 SHRS P 2022-06-24 2023-07-13
AMERICAN MUTUAL A 52.439 SHRS P 2018-09-14 2023-07-13
AMERICAN MUTUAL A 38.223 SHRS P 2019-09-13 2023-07-13
AMERICAN MUTUAL A 78.530 SHRS P 2019-12-18 2023-07-13
AMERICAN MUTUAL A 340.164 SHRS P 2019-12-18 2023-07-13
AMERICAN MUTUAL A 70.843 SHRS P 2020-12-16 2023-07-13
AMERICAN MUTUAL A 56.157 SHRS P 2021-03-17 2023-07-13
AMERICAN MUTUAL A 53.363 SHRS P 2021-06-16 2023-07-13
AMERICAN MUTUAL A 52.564 SHRS P 2021-09-15 2023-07-13
AMERICAN MUTUAL A 64.437 SHRS P 2021-12-15 2023-07-13
AMERICAN MUTUAL A 407.090 SHRS P 2021-12-15 2023-07-13
AMERICAN MUTUAL A 54.105 SHRS P 2022-03-16 2023-07-13
AMERICAN MUTUAL A 58.744 SHRS P 2022-06-15 2023-07-13
AMERICAN NEW PERSPECTIVE A 10.832 SHRS P 2020-12-17 2023-07-13
AMERICAN NEW PERSPECTIVE A 238.603 SHRS P 2020-12-17 2023-07-13
AMERICAN NEW PERSPECTIVE A 30.061 SHRS P 2021-12-16 2023-07-13
AMERICAN NEW PERSPECTIVE A 603.117 SHRS P 2021-12-16 2023-07-13
FIDELITY ADV NEW INSIGHTS A 7240.894 SHRS P 2017-02-06 2023-07-13
FIDELITY ADV NEW INSIGHTS A 67.272 SHRS P 2017-02-10 2023-07-13
FIDELITY ADV NEW INSIGHTS A 2297.402 SHRS P 2017-02-21 2023-07-13
FIDELITY ADV NEW INSIGHTS A 657.028 SHRS P 2017-12-08 2023-07-13
FIDELITY ADV NEW INSIGHTS A 227.246 SHRS P 2018-02-09 2023-07-13
FIDELITY ADV NEW INSIGHTS A 1125.157 SHRS P 2018-12-07 2023-07-13
FIDELITY ADV NEW INSIGHTS A 66.601 SHRS P 2019-02-08 2023-07-13
FIDELITY ADV NEW INSIGHTS A 16.333 SHRS P 2019-12-13 2023-07-13
FIDELITY ADV NEW INSIGHTS A 693.769 SHRS P 2019-12-13 2023-07-13
FIDELITY ADV NEW INSIGHTS A 1.121 SHRS P 2020-02-07 2023-07-13
FIDELITY ADV NEW INSIGHTS A 75.486 SHRS P 2020-02-07 2023-07-13
FIDELITY ADV NEW INSIGHTS A 971.238 SHRS P 2020-12-11 2023-07-13
FIDELITY ADV NEW INSIGHTS A 320.343 SHRS P 2021-02-12 2023-07-13
FIDELITY ADV NEW INSIGHTS A 1429.634 SHRS P 2021-12-10 2023-07-13
FIDELITY ADV NEW INSIGHTS A 227.822 SHRS P 2022-02-04 2023-07-13
GOLDMAN SACHS GRP INC 9.26%-J 1900 SHRS P 2013-05-14 2023-09-14
AMERICAN CAP INC BUILDER A 367.775 SHRS P 2009-12-14 2023-07-13
AMERICAN INTL GRW & INC A 26.266 SHRS P 2011-06-15 2023-07-13
BERKSHIRE HATHAWAY CL-B NEW 583.000 SHRS P 2008-05-13 2023-07-17
CAPITAL GAINS DIVIDENDS P    
(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       -337
b       4,301
c 2,781   2,698 83
d 6,056   5,819 237
e 3,003   2,853 150
2,946   2,873 73
5,929   6,057 -128
9,990   9,981 9
30,176   30,150 26
6,897   6,580 317
6,775   6,631 144
2,474   2,307 167
6,378   6,124 254
2,959   2,886 73
4,880   4,831 49
19,403   19,209 194
3,217   3,001 216
3,155   3,086 69
2,261   1,866 395
59,301   48,935 10,366
40   35 5
7,880   6,863 1,017
327   252 75
150   132 18
138   126 12
134   127 7
134   128 6
174   166 8
213   204 9
140   132 8
2,974   2,754 220
3,031   2,777 254
4,229   3,584 645
3,099   2,832 267
3,082   2,856 226
3,072   2,880 192
3,515   3,397 118
3,592   3,471 121
3,879   2,957 922
3,406   2,987 419
3,326   3,013 313
3,993   3,829 164
2,440   2,455 -15
2,325   2,470 -145
2,361   2,485 -124
6,002   6,279 -277
2,650   2,663 -13
2,808   2,680 128
269   289 -20
15,679   16,829 -1,150
362   415 -53
33,690   38,607 -4,917
3,153   2,947 206
3,144   2,969 175
5,657   5,331 326
3,264   3,032 232
3,272   3,056 216
4,169   3,745 424
4,127   3,775 352
5,816   5,481 335
5,401   5,209 192
5,329   5,248 81
5,309   5,286 23
5,287   5,324 -37
16,055   16,166 -111
5,491   5,477 14
5,535   5,516 19
5,565   5,555 10
27,762   24,901 2,861
5,377   5,108 269
5,346   5,147 199
5,261   5,185 76
7,892   7,882 10
15,962   15,941 21
5,972   5,442 530
5,712   5,485 227
8,511   8,607 -96
5,216   5,586 -370
4,973   5,624 -651
5,030   5,659 -629
7,776   8,457 -681
31,216   33,947 -2,731
5,653   5,974 -321
6,001   6,014 -13
326   303 23
766   705 61
481   462 19
299   289 10
2,751   2,663 88
921   891 30
697   718 -21
390   387 3
387   350 37
2,243   2,028 215
779   726 53
4,750   4,305 445
2,208   2,112 96
1,702   1,666 36
2,103   2,051 52
6,826   6,494 332
4,045   3,809 236
2,763   2,505 258
4,646   4,340 306
2,794   2,628 166
2,884   2,931 -47
2,510   2,344 166
1,829   1,929 -100
1,978   2,246 -268
4,356   5,191 -835
3,993   4,636 -643
2,501   2,712 -211
23,964   25,990 -2,026
1,680   1,692 -12
2,647   2,376 271
2,624   2,240 384
1,913   1,629 284
3,930   3,383 547
17,022   14,654 2,368
3,545   3,128 417
2,810   2,665 145
2,670   2,676 -6
2,630   2,687 -57
3,224   3,356 -132
20,371   21,201 -830
2,707   2,795 -88
2,940   2,806 134
614   646 -32
13,517   14,237 -720
1,703   1,932 -229
34,167   38,762 -4,595
227,796   200,000 27,796
2,116   1,868 248
72,275   65,000 7,275
20,670   20,460 210
7,149   7,020 129
35,397   31,144 4,253
2,095   1,928 167
514   514 0
21,826   21,833 -7
35   37 -2
2,375   2,503 -128
30,555   34,537 -3,982
10,078   12,176 -2,098
44,976   57,571 -12,595
7,167   8,126 -959
47,500   49,502 -2,002
24,019   17,852 6,167
929   844 85
200,203   48,298 151,905
91,682     91,682
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       -337
b       4,301
c       83
d       237
e       150
      73
      -128
      9
      26
      317
      144
      167
      254
      73
      49
      194
      216
      69
      395
      10,366
      5
      1,017
      75
      18
      12
      7
      6
      8
      9
      8
      220
      254
      645
      267
      226
      192
      118
      121
      922
      419
      313
      164
      -15
      -145
      -124
      -277
      -13
      128
      -20
      -1,150
      -53
      -4,917
      206
      175
      326
      232
      216
      424
      352
      335
      192
      81
      23
      -37
      -111
      14
      19
      10
      2,861
      269
      199
      76
      10
      21
      530
      227
      -96
      -370
      -651
      -629
      -681
      -2,731
      -321
      -13
      23
      61
      19
      10
      88
      30
      -21
      3
      37
      215
      53
      445
      96
      36
      52
      332
      236
      258
      306
      166
      -47
      166
      -100
      -268
      -835
      -643
      -211
      -2,026
      -12
      271
      384
      284
      547
      2,368
      417
      145
      -6
      -57
      -132
      -830
      -88
      134
      -32
      -720
      -229
      -4,595
      27,796
      248
      7,275
      210
      129
      4,253
      167
      0
      -7
      -2
      -128
      -3,982
      -2,098
      -12,595
      -959
      -2,002
      6,167
      85
      151,905
      91,682
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 2 280,730
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  
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 6,031
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 0
3 Add lines 1 and 2........................... 3 6,031
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,031
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,840
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,200
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,040
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 95
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 86
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 arrow   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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowMICHAEL BROWN Telephone no.right arrow (650) 323-6727

Located atright arrow352 CHURCHILL AVENUEPALO ALTOCA ZIP+4right arrow94301
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
 
 
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
MICHAEL BROWN CHAIRMAN
1.00 		0 0 0
352 CHURCHILL AVENUE
PALO ALTO,CA94301
SUSAN BOCKUS PRESIDENT
0.50 		0 0 0
352 CHURCHILL AVENUE
PALO ALTO,CA94301
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 0
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 arrow0
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 arrow0
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
6,514,006
b
Average of monthly cash balances.......................
1b
558,495
c
Fair market value of all other assets (see instructions)................
1c
122,953
d
Total (add lines 1a, b, and c).........................
1d
7,195,454
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
0
3
Subtract line 2 from line 1d.........................
3
7,195,454
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
107,932
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,087,522
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
354,376
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
354,376
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,031
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,031
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
348,345
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
348,345
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
348,345
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
380,366
b
Program-related investments—total from Part VIII-B..................
1b
0
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
380,366
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 7 348,345
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 107,507
b From 2019...... 115,174
c From 2020...... 186,049
d From 2021...... 33,234
e From 2022...... 172,707
f Total of lines 3a through e ........ 614,671
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 380,366
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 348,345
e Remaining amount distributed out of corpus 32,021
5 Excess distributions carryover applied to 2023. 0 0
(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 5 646,692
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		107,507
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		539,185
10 Analysis of line 9:
a Excess from 2019.... 115,174
b Excess from 2020.... 186,049
c Excess from 2021.... 33,234
d Excess from 2022.... 172,707
e Excess from 2023.... 32,021
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).)
MICHAEL BROWN
SUSAN BOCKUS
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

ADA'S CAFE

3700 MIDDLEFIELD ROAD
PALO ALTO,CA94303 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO HIRE, TRAIN, AND MEANINGFULLY ENGAGE EMPLOYEES WITH DISABILITIES IN CULINARY AND CUSTOMER SERVICE WORK 25,000

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVENUE SUITE 700
CHICAGO,IL60601 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE FOR CLEANING AND PROTECTING THE GREAT LAKES 5,000

BERKLEE COLLEGE OF MUSIC

1140 BOYLSTON STREET
BOSTON,MA02215 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO DONNEE TO PROVIDE MUSICAL EDUCATION 25,000

CANOPY

3921 E BAYSHORE ROAD
PALO ALTO,CA94303 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE FOR PLANTING AND CARING FOR TREES AND ADVOCATING FOR ECO-FRIENDLY POLICIES 1,000

CENTER FOR A NEW AMERICAN SECURITY

1152 15TH STREET NW SUITE 950
WASHINGTON,DC20005 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE FOR DEVELOPING NATIONAL SECURITY AND DEFENSE POLICIES 25,000

COUNCIL ON FOREIGN RELATIONS

58 EAST 68TH STREET
NEW YORK,NY10065 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO CREATE BETTER UNDERSTANDING OF THE WORLD AND THE FOREIGN POLICY CHOICES FACING THE UNITED STATES AND OTHER COUNTRIES 10,000

EASTSIDE PREPARATORY SCHOOL

1041 MYRTLE STREET
EAST PALO ALTO,CA94303 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE FOR PROVIDING PRIVATE HIGH SCHOOL EDUCATION FOCUSED ON READYING FIRST-GENERATION STUDENTS FROM LOW-INCOME FAMILIES FOR COLLEGE 2,500

EPATT

3460 W BAYSHORE ROAD
PALO ALTO,CA94303 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE FOR PROVIDING ACADEMIC SUPPORT AND TENNIS/FITNESS PROGRAMS FOR UNDER-RESOURCED YOUTH 500

HEDGEBROOK

216 1ST AVENUE S
SEATTLE,WA98104 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE FOR PROVIDING RESOURCES TO WOMEN WRITERS AND ARTISTS 10,000

KQED

2601 MARIPOSA STREET
SAN FRANCISCO,CA94110 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO PROVIDE COMMUNITY-SUPPORTED TELEVISION, RADIO, DIGITAL MEDIA AND EDUCATIONAL SERVICES 10,000

MUSIC IN THE SCHOOLS FOUNDATION

P O BOX 60012
PALO ALTO,CA94303 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE FOR PROVIDING MUSIC INSTRUCTION TO PRE-K-8TH GRADE STUDENTS IN EAST PALO ALTO, EAST MENLO PARK, AND REDWOOD CITY 1,000

PALO ALTO COMMUNITY FOUNDATION

355 ALMA STREET SUITE 1
PALO ALTO,CA94303 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE FOR GIFTS TO LOCAL ORGANIZATIONS THAT POSITIVELY IMPACT QUALITY OF LIFE FOR PALO ALTO, EAST PALO ALTO, AND MENLO PARK COMMUNITY MEMBERS 35,000

SAVE THE RIVER

409 RIVERSIDE DRIVE
CLAYTON,NY13624 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE FOR PRESERVING AND PROTECTING THE ECOLOGICAL INTEGRITY OF THE UPPER ST LAWRENCE RIVER 5,000

INFORMATION TECHNOLOGY & INNOVATION FOUNDATION

700 K STREET NW
WASHINGTON,DC20001 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO PROVIDE RESEARCH AND EDUCATION FOR SCIENCE AND TECHNOLOGY POLICY 25,000

SECOND HARVEST FOOD BANK

750 CURTNER AVE
SAN JOSE,CA95125 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO PROVIDE FOOD FOR THE HUNGRY 100,000

GAMBLE GARDEN

1431 WAVERLEY STREET
PALO ALTO,CA94301 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO FUND MAINTAIN AND ENHANCE HISTORIC HOUSE AND GARDEN AS A COMMUNITY RESOURCE 1,000

THOUSAND ISLANDS LAND TRUST

135 JOHN STREET
CLAYTON,NY13624 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO ACQUIRE, ESTABLISH, AND CONSERVE WILDLIFE HABITATS AND NATURAL LAND FOR PUBLIC USE 5,000

NORTH COUNTRY PUBLIC RADIO

80 EAST MAIN STREET
CANTON,NY13617 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO PROVIDE PUBLIC RADIO TO ST LAWRENCE VALLEY AND ADIRONDACKS 1,000

HAMMOND FIRE AND RESCUE

300 LAKE STREET
HAMMOND,NY13646 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO MAINTAIN VOLUNTEER FIRE DEPARTMENT IN HAMMOND, NEW YORK 500

NUCLEAR THREAT INITIATIVE

1776 EYE STREET NW SUITE 600
WASHINGTON,DC20006 		NONE OTHER PUBLIC CHARITY CONTRIBUTIONN TO THE DONEE TO REDUCE NUCLEAR AND BIOLOGICAL THREATS TO HUMANITY 10,000

AMERICAN RED CROSS

1663 MARKET STREET
SAN FRANCISCO,CA94103 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO PREVENT AND ALLEVIATE HUMAN SUFFEERING IN THE FACE OF EMERGENCIES 50,000

GLIDE

330 ELLIS STREET
SAN FRANCISCO,CA94102 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO DONEE TO FIGHT SYSTEMIC INJUSTICE, CREATE PATHWAYS OUT OF POVERTY AND CRISIS, AND TRANSFORM LIVES 5,000

HOOVER INSTITUTION STANFORD UNIVERSITY

434 GALVEZ MALL
STANFORD,CA94305 		NONE OTHER PUBLIC CHARITY CONTRIBUTION TO THE DONEE TO IMPROVE THE HUMAN CONDITION BY ADVANCING IDEAS THAT PROMOTE ECONOMIC OPPORTUNITY AND PROSPERITY 15,000
Total .................................right arrow 3a 367,500
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 9,222  
4 Dividends and interest from securities ....     14 151,533  
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 .....     14 286  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 280,730  
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) .. 0 441,771 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
441,771
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE BOCKUS BROWN FAMILY FOUNDATION
EIN:
26-1539629
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,735 0   6,735

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BOCKUS BROWN FAMILY FOUNDATION
EIN:
26-1539629
Name of Stock End of Year Book Value End of Year Fair Market Value
MS #7732 EQUITIES 373,005 373,005
MS #7732 ETF/CEF 921,888 921,888
MS #7732 MUTUAL FUNDS 5,437,930 5,437,930

TY 2023 InvestmentsOtherSchedule2
Name:
THE BOCKUS BROWN FAMILY FOUNDATION
EIN:
26-1539629
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SHIELD CAPITAL FUND I FMV 116,683 116,683

TY 2023 OtherAssetsSchedule
Name:
THE BOCKUS BROWN FAMILY FOUNDATION
EIN:
26-1539629
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ITEMS IN TRANSIT 2,531 6,270 6,270


TY 2023 OtherDecreasesSchedule
Name:
THE BOCKUS BROWN FAMILY FOUNDATION
EIN:
26-1539629
Description Amount
FORM 1099 DISCREPANCY 10
PRIOR PERIOD ADJUSTMENT (TAX PAYABLE) 2,360
DEFERRED FEDERAL TAX 8,594


TY 2023 OtherExpensesSchedule
Name:
THE BOCKUS BROWN FAMILY FOUNDATION
EIN:
26-1539629
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL'S REGISTRATION 100 0   100
SHIELD CAPITAL FUND I LP 1,451 1,451   0


TY 2023 OtherIncomeSchedule2
Name:
THE BOCKUS BROWN FAMILY FOUNDATION
EIN:
26-1539629
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MS 055887 SUBSTITUTE PAYMENTS 286 286 286


TY 2023 OtherIncreasesSchedule
Name:
THE BOCKUS BROWN FAMILY FOUNDATION
EIN:
26-1539629
Description Amount
NET UNREALIZED GAIN 618,289


TY 2023 OtherLiabilitiesSchedule
Name:
THE BOCKUS BROWN FAMILY FOUNDATION
EIN:
26-1539629
Description Beginning of Year - Book Value End of Year - Book Value
DUE TO PETERSEN 5,473 5,473
DEFERRED FEDERAL EXCISE TAX 13,367 21,961
FEDERAL EXCISE TAX PAYABLE 2,544 7,095


TY 2023 TaxesSchedule
Name:
THE BOCKUS BROWN FAMILY FOUNDATION
EIN:
26-1539629
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON INVESTMENT INCOME 6,031 0   6,031
FOREIGN TAX PAID 1,795 1,795   0