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 WILLIAM G IRWIN CHARITY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1660 BUSH STREET 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94109
A Employer identification number

94-6069873
B Telephone number (see instructions)

(415) 561-6540
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$111,448,347J 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 15,965 15,965  
4 Dividends and interest from securities... 2,789,805 2,789,805  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,366,940
b Gross sales price for all assets on line 6a 36,583,293
7 Capital gain net income (from Part IV, line 2)... 5,366,940
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
343 343  
12 Total. Add lines 1 through 11........ 8,173,053 8,173,053  
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)......... Click to see attachment
List of Attached Documents:
// Content
12,069 12,069   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,085 12,034   17,409
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
611,370 386,473   224,897
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
219,405 17,223   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 21,295 21,295   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
72,248 6,310   65,975
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 966,472 455,404   308,281
25 Contributions, gifts, grants paid....... 13,608,734 12,501,725
26 Total expenses and disbursements. Add lines 24 and 25 14,575,206 455,404   12,810,006
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,402,153
b Net investment income (if negative, enter -0-) 7,717,649
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......... 3,295,376 10,639,484 10,639,484
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.......... 28,776 29,860 29,860
10a Investments—U.S. and state government obligations (attach schedule) 30,566,562 Click to see attachment
List of Attached Documents:
// Content
23,366,537 		23,366,537
b Investments—corporate stock (attach schedule)....... 75,964,943 Click to see attachment
List of Attached Documents:
// Content
77,309,888 		77,309,888
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow13,978
Less: accumulated depreciation (attach schedule) right arrow   13,978 13,978 13,978
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
0 		Click to see attachment
List of Attached Documents:
// Content
88,600 		Click to see attachment
List of Attached Documents:
// Content
88,600
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 109,869,635 111,448,347 111,448,347
Liabilities 17 Accounts payable and accrued expenses.......... 8,293 2,074
18 Grants payable................. 5,501,843 6,608,852
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
265,872 		Click to see attachment
List of Attached Documents:
// Content
372,067
23 Total liabilities (add lines 17 through 22)......... 5,776,008 6,982,993
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........... 104,093,627 104,465,354
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)..... 104,093,627 104,465,354
30 Total liabilities and net assets/fund balances (see instructions). 109,869,635 111,448,347
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
104,093,627
2
Enter amount from Part I, line 27a .....................
2
-6,402,153
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,773,880
4
Add lines 1, 2, and 3 ..........................
4
104,465,354
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
104,465,354
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 ABBVIE INC P 2011-03-18 2023-03-06
b ADOBE INC P 2020-11-13 2023-09-18
c ARISTA NETWORKS INC P 2015-09-11 2023-09-18
d BROADCOM INC P 2019-09-13 2023-09-18
e EXXON MOBIL CORPORTATION P 2018-03-02 2023-05-15
FEDEX CORPORATION P 2022-03-11 2023-09-18
FORTINET INC P 2020-12-16 2023-09-18
INTEL CORP P 2011-09-09 2023-03-06
PEPSICO INC P 2009-03-26 2023-05-15
PEPSICO INC P 2009-03-26 2023-09-18
TJX COMPANIES INC P 2020-11-13 2023-09-18
3M CO COM P 2005-09-09 2023-12-22
US TREASURY BILL 04/04/23 P 2023-03-03 2023-04-04
US TREASURY BILL 05/02/23 P 2023-04-06 2023-05-02
US TREASURY BILL 06/06/23 P 2023-05-11 2023-06-06
US TREASURY BILL 09/07/23 P 2023-06-06 2023-06-28
US TREASURY BILL 12/28/23 P 2023-09-26 2023-12-28
US TREASURY NOTE 2.375% 02/29/24 P 2022-03-28 2023-07-07
US TREASURY NOTE 2.375% 02/29/24 P 2022-03-28 2023-12-26
VR IMPAC SECD AS 5.29632% 8/25/32 P 2005-03-01 2023-08-25
VR IMPAC SECD AS 5.29632% 8/25/32 P 2005-03-01 2023-09-25
VR IMPAC SECD AS 5.29632% 8/25/32 P 2005-03-01 2023-10-25
VR IMPAC SECD AS 5.29632% 8/25/32 P 2005-03-01 2023-11-27
VR IMPAC SECD AS 5.29726% 8/25/32 P 2005-03-01 2023-04-25
VR IMPAC SECD AS 5.29811% 8/25/32 P 2005-03-01 2023-03-27
VR IMPAC SECD AS 5.29949% 8/25/32 P 2005-03-01 2023-02-27
VR IMPAC SECD AS 5.29954% 8/25/32 P 2005-03-01 2023-07-25
VR IMPAC SECD AS 5.30094% 8/25/32 P 2005-03-01 2023-01-25
VR IMPAC SECD AS 5.30528% 8/25/32 P 2005-03-01 2023-06-26
VR IMPAC SECD AS 5.30649% 8/25/32 P 2005-03-01 2023-05-25
VR IMPAC SECD AS 19.61443% 8/25/32 P 2005-03-01 2023-12-26
INTEL CORP P 2022-05-27 2023-03-06
(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 2,316,967   374,502 1,942,465
b 1,283,003   1,096,938 186,065
c 1,124,947   97,227 1,027,720
d 1,088,066   363,580 724,486
e 525,784   375,237 150,547
1,925,885   1,603,467 322,418
1,100,605   488,736 611,869
388,822   301,197 87,625
486,259   131,410 354,849
453,270   131,453 321,817
532,613   332,795 199,818
1,324,934   1,485,698 -160,764
3,985,291   3,985,291 0
997,348   997,348 0
2,191,781   2,191,781 0
2,171,019   2,171,019 0
6,510,467   6,510,467 0
5,392,578   5,503,867 -111,289
2,387,250   2,401,688 -14,438
739   738 1
1,324   1,322 2
242   241 1
230   230 0
623   622 1
296   295 1
323   322 1
546   545 1
301   301 0
805   804 1
1,906   1,903 3
246   245 1
388,823   665,084 -276,261
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       1,942,465
b       186,065
c       1,027,720
d       724,486
e       150,547
      322,418
      611,869
      87,625
      354,849
      321,817
      199,818
      -160,764
      0
      0
      0
      0
      0
      -111,289
      -14,438
      1
      2
      1
      0
      1
      1
      1
      1
      0
      1
      3
      1
      -276,261
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 5,366,940
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) 1 107,275
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........................... 3 107,275
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- ..... 5 107,275
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 122,664
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 122,664
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 15,389
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow15,389 Refundedright arrow 11 0
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 arrowHTTPS://WWW.WILLIAMGIRWINFOUNDATION.ORG
14
The books are in care ofright arrowPACIFIC FOUNDATION SERVICES Telephone no.right arrow (415) 561-6540

Located atright arrow1660 BUSH STREET SUITE 300SAN FRANCISCOCA ZIP+4right arrow94109
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
JANE OLDS BOGART TRUSTEE
2.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
WILLIAM L OLDS III AUDIT COMMITTEE CHAIR
2.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
ANTHONY O ZANZE PRESIDENT
2.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
JAMES F ZANZE VICE PRESIDENT
2.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
MICHELLE SAUGER TREASURER
2.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
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
PACIFIC FOUNDATION SERVICES FOUNDATION MANAGEMENT 281,121
1660 BUSH STREETSUITE 300
SAN FRANCISCO,CA94109
1919 INVESTMENT COUNSEL LLC INVESTMENT COUNSEL 244,906
49 STEVENSON STREET SUITE 1075
SAN FRANCISCO,CA94105
WELLS FARGO ASSET CUSTODIAN 85,343
464 CALIFORNIA STREET
SAN FRANCISCO,CA94104
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
109,817,268
b
Average of monthly cash balances.......................
1b
1,223,999
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
111,041,267
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
111,041,267
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,665,619
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
109,375,648
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,468,782
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
5,468,782
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
107,275
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
107,275
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,361,507
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,361,507
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
5,361,507
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
12,810,006
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
12,810,006
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 5,361,507
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......  
b From 2019......  
c From 2020......  
d From 2021...... 331,629
e From 2022...... 4,547,623
f Total of lines 3a through e ........ 4,879,252
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 12,810,006
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..... 5,361,507
e Remaining amount distributed out of corpus 7,448,499
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 12,327,751
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		12,327,751
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 331,629
d Excess from 2022.... 4,547,623
e Excess from 2023.... 7,448,499
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 e-mail address of the person to whom applications should be addressed:
MELISSA MORAZAN SENIOR PROGRAM OFFI
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
(415) 561-6540
MMORAZAN@PFS-LLC.NET
bThe form in which applications should be submitted and information and materials they should include:
1. EXPRESSION OF INTEREST REQUIRES SUMMARY LETTER ONLY. 2. COMPLETE PROPOSAL: INCLUDING CURRENT FINANCIAL STATEMENTS AND BUDGET; LIST OF OFFICERS, DIRECTORS AND/OR TRUSTEES; COPIES OF FEDERAL AND STATE TAX EXEMPTION LETTERS; AND COMPLETE JUSTIFICATION FOR REQUEST, HISTORY OF ORGANIZATION, AND A DESCRIPTION OF ITS ACTIVITIES. 3. APPLICATION INFORMATION, GO TO WWW.WILLIAMGIRWINFOUNDATION.ORG
cAny submission deadlines:
APPROXIMATELY 4 TO 6 WEEKS PRIOR TO MEETING DATE. MEETINGS ARE HELD APPROXIMATELY EVERY 3 MONTHS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
1. GRANTS ARE RESTRICTED TO CHARITABLE USES IN THE STATES OF CALIFORNIA AND HAWAII. 2. IT IS NOT A FOUNDATION POLICY TO APPROVE GRANTS FOR INDIVIDUALS OR SCHOLARSHIPS. 3. A WAITING PERIOD OF TWELVE (12) MONTHS IS REQUIRED BETWEEN PROPOSAL SUBMISSIONS.
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

THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC

7900 EDGEWATER DRIVE
OAKLAND,CA94621 		  PC SPECIAL FUNDING - EMERGENCY GRANTS 200,000

ALAMEDA POINT COLLABORATIVE

677 WEST RANGER AVENUE
ALAMEDA,CA94501 		  PC CAPITAL CAMPAIGN: MEDICAL RESPITE CENTER AND HEALTH CLINIC FOR HOMELESS ALAMEDA COUNTY RESIDENTS WITH COMPLEX HEALTH CONDITIONS 200,000

ALOHA UNITED WAY INC

200 N VINEYARD BOULEVARD SUITE 700
HONOLULU,HI96817 		  PC ANNUAL GRANT 55,000

ARCHBISHOP RIORDAN HIGH SCHOOL

175 FRIDA KAHLO WAY
SAN FRANCISCO,CA94112 		  GROUP ARCHBISHOP RIORDAN HIGH SCHOOL STUDENT LIFE ENHANCEMENT PROJECT 200,000

BOYS & GIRLS CLUBS OF GREATER SANTA ROSA INC

PO BOX 2392
SANTA ROSA,CA95405 		  PC ROOF REPAIR AND REPLACEMENT PROJECT 221,635

BOYS & GIRLS CLUBS OF SAN FRANCISCO

380 FULTON STREET
SAN FRANCISCO,CA95406 		  PC CONSTRUCTION OF A NEW SUNNYDALE BOYS & GIRLS CLUB 500,000

CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION

2015 STEINER STREET PO BOX 7999
SAN FRANCISCO,CA95407 		  PC KIDNEY TRANSPLANT DEPARTMENT ("LIVING DONOR PROGRAM") 25,000

CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION

2015 STEINER STREET PO BOX 7999
SAN FRANCISCO,CA95408 		  PC CALIFORNIA PACIFIC MEDICAL CENTER (CPMC) SACRAMENTO STREET HOUSING RENOVATION PROJECT 250,000

CALIFORNIA SHAKESPEARE THEATER

21 ORINDA WAY STE C PMB 509
ORINDA,CA95409 		  PC BRUNS MEMORIAL AMPHITHEATER: REPAIRS AND SUSTAINABLE STEWARDSHIP 200,000

CAMPING UNLIMITED FOR THE DEVELOPMENTALLY DISABLED

CAMP KREM 102 BROOK LANE
BOULDER CREEK,CA95006 		  PC RISING FROM THE ASHES: REBUILDING CAMP KREM 100,000

CANDID

PO BOX 22799
NEW YORK,NY10087 		  PC ANNUAL GRANT 5,000

COLLABRIA CARE

414 SOUTH JEFFERSON STREET
NAPA,CA94559 		  PC 2022 COLLABRIA CARE VEHICLE PROJECT 74,599

COMPASS FAMILY SERVICES

37 GROVE STREET
SAN FRANCISCO,CA94102 		  PC COMPASS FAMILY SHELTER PATIO PROJECT 50,000

CORPORATION OF THE FINE ARTS MUSEUMS

50 HAGIWARA TEA GARDEN DRIVE
SAN FRANCISCO,CA94118 		  PC GENERAL OPERATING SUPPORT 25,000

CULTURA Y ARTE NATIVA DE LAS AMERICAS

1333 FLORIDA ST
SAN FRANCISCO,CA94110 		  PC CARNAVAL SAN FRANCISCO'S CULTURAL ARTS & WELLNESS CENTER 100,000

CURRY SENIOR CENTER

333 TURK STREET
SAN FRANCISCO,CA94102 		  PC SPACE EXPANSION FOR TENDERLOIN SENIOR TECH AND WELLNESS EDUCATION HUB 100,000

DE LA SALLE HIGH SCHOOL

1130 WINTON DR
CONCORD,CA94518 		  GROUP TUITION ASSISTANCE PROGRAM 25,000

DIGNITY HEALTH A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION

3400 DATA DRIVE
RANCHO CORDOVA,CA95670 		  PC 3D ECHOCARDIOGRAPHY EQUIPMENT FOR ADVANCED HEART DISEASE 170,804

DIGNITYMOVES

2406 BUSH ST
SAN FRANCISCO,CA94115 		  PC DIGNITY MOVES INTERIM HOUSING COMMUNITIES 150,000

DOMINICAN UNIVERSITY OF CALIFORNIA

50 ACACIA AVENUE
SAN RAFAEL,CA94901 		  PC TO SUPPORT THE CONSTRUCTION OF THE DOMINICAN EXPERIENCE 100,000

DOWNTOWN STREETS TEAM INC

1671 THE ALAMEDA STE 306
SAN JOSE,CA95126 		  GROUP CAPITAL SUPPORT FOR STREET TEAM ENTERPRISES' CALTRANS BACK TO WORK PROGRAM 98,945

DRY DOCK CORPORATION

2118 GREENWICH ST
SAN FRANCISCO,CA94123 		  PC VENTILATION SYSTEM ADDITION TO SUPPORT IN-PERSON RECOVERY MEETINGS 30,000

EAT LEARN PLAY FOUNDATION

647 4TH ST
OAKLAND,CA94607 		  PC MURAL FOR REBUILDING COMMUNITY PLAYSPACES IN OAKLAND 200,000

ELDER CARE ALLIANCE

1301 MARINA VILLAGE PARKWAY NO 21
ALAMEDA,CA94501 		  SOUNK ELDERCARE ALLIANCE SAN FRANCISCO KITCHEN RENOVATION PROJECT 50,000

EXTRAFOODORG

907 SIR FRANCIS DRAKE BLVD
KENTFIELD,CA94904 		  PC STRENGTHENING THE FOOD SAFETY NET IN SONOMA COUNTY 87,000

FARMING HOPE

77 VAN NESS AVE 101-1613
SAN FRANCISCO,CA94102 		  PC FARMING HOPE'S NEW COMMUNITY FOOD HUB 150,000

FOOD BANK OF CONTRA COSTA AND SOLANO

4010 NELSON AVENUE
CONCORD,CA94520 		  PC SPECIAL FUNDING - EMERGENCY GRANTS 200,000

FOUNDATION FOR HEARING RESEARCH INC

3518 JEFFERSON AVENUE
REDWOOD CITY,CA94062 		  PC FIRE PANEL FOR WEINGARTEN CHILDREN'S CENTER 35,000

GATEWAY PUBLIC SCHOOLS

1430 SCOTT STREET
SAN FRANCISCO,CA94115 		  PC SECURITY AND HEALTH CAPITAL UPGRADES AT GATEWAY PUBLIC SCHOOLS 187,707

GEORGE MARK CHILDREN'S FUND

2121 GEORGE MARK LANE
SAN LEANDRO,CA94578 		  PC REBUILDING THE PALLIATIVE AQUATIC THERAPY POOL 150,000

GIRL SCOUTS OF NORTHERN CALIFORNIA

1301 MARINA VILLAGE PARKWAY SUITE
200
ALAMEDA,CA94501 		  PC CAMP HIDDEN FALLS WATER SYSTEM 120,000

GOLDEN GATE NATIONAL PARKS CONSERVANCY

BUILDING 201 FORT MASON
SAN FRANCISCO,CA94123 		  PC EQUIPMENT FOR NEW CRISSY FIELD CENTER EDUCATIONAL FACILITIES 57,000

HANA HEALTH

PO BOX 807
HANA,HI96713 		  PC HANA HEALTH REHABILITATION AND SUPPORT CENTER 600,000

HEAD-ROYCE SCHOOL

4315 LINCOLN AVENUE
OAKLAND,CA94602 		  PC SOUTH CAMPUS DEVELOPMENT PROJECT 200,000

THE HEALING WELL A FISCALLY SPONSORED PROJECT OF COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		  PC THE HEALING WELL'S 374 ELLIS STREET PROJECT 30,000

HOLY ANGELS CATHOLIC CHURCH

107 SAN PEDRO ROAD
COLMA,CA94014 		  GROUP HOLY ANGELS CHURCH ROOF REPAIR RESTORATION 70,000

HOLY NAME OF JESUS CHURCH AND ELEMENTARY SCHOOL

1560 40TH AVE
SAN FRANCISCO,CA94122 		  GROUP HOLY NAME SCHOOL BATHROOM RENOVATION PROJECT 75,000

IMMACULATE CONCEPTION ACADEMY

3625 24TH STREET
SAN FRANCISCO,CA94110 		  GROUP AUDITORIUM SEISMIC UPGRADES 85,000

INADVANCE

900 ALICE STREET SUITE 320
OAKLAND,CA94607 		  PC FARM TO CORNER STORE: GROWING PHYSICAL CAPACITY 150,000

JESUIT RETREAT CENTER OF LOS ALTOS

300 MANRESA WAY
LOS ALTOS,CA94022 		  PC RENOVATION OR ST. ROBERT'S ANNEX AT THE JESUIT RETREAT CENTER 100,000

JW HOUSE

3850 HOMESTEAD RD
SANTA CLARA,CA95051 		  PC SUPPORTING FAMILIES IN MEDICAL CRISES 15,000

LEAVEN PROGRAM

2220 BOYNTON AVE
FAIRFIELD,CA94533 		  PC NEW SOUTH VALLEJO AFTER SCHOOL CENTER 25,000

LIVING ROOM CENTER INC

1207 CLEVELAND AVENUE
SANTA ROSA,CA95401 		  PC UNINTERRUPTED EMERGENCY MEAL DISASTER RESPONSE AND PREPAREDNESS 150,000

MANDELA PARTNERS

3100 E 10TH ST B
OAKLAND,CA94601 		  PC E14TH EATERY + KITCHEN: COMMUNITY KITCHEN & GATHERING SPACE 45,000

MARIN COUNTY OFFICE OF EDUCATION

1111 LAS GALLINAS AVENUE
SAN RAFAEL,CA94903 		  EO MARIN CAREER TECHNICAL EDUCATION (CTE) CENTER CAPITAL PROJECT 50,000

MONTEREY COUNTY RAPE CRISIS CENTER

PO BOX 2630
MONTEREY,CA93942 		  PC RENOVATION OF THE MONTEREY COUNTY RAPE CRISIS CENTER'S NEWLY PURCHASED OFFICE 100,000

MOUNT ST JOSEPH-ST ELIZABETH

100 MASONIC AVENUE
SAN FRANCISCO,CA94118 		  GROUP BUILDING WINDOW REPLACEMENT/UPGRADE AT EPIPHANY CENTER 224,700

OPTIONS FOR WOMEN OF CALIFORNIA

184 E LELAND ROAD
PITTSBURG,CA94565 		  PC BUILDING A LEGACY OF LIFE 150,000

ORDER OF MALTA CLINIC OF NORTHERN CALIFORNIA

2121 HARRISON ST STE 110
OAKLAND,CA94612 		  PC CLINIC EXPANSION 250,000

PACIFIC VISION FOUNDATION

711 VAN NESS AVENUE SUITE 260
SAN FRANCISCO,CA94102 		  PC HVAC MODERNIZATION AND TENANT IMPROVEMENT PROJECT 241,714

PALAMA SETTLEMENT

810 NORTH VINEYARD BOULEVARD
HONOLULU,HI96817 		  PC CENTER FOR INNOVATION DIGITAL ARTS ACADEMY - CLASSROOM RETROFITTING 125,000

PARTNERS AND ADVOCATES FOR REMARKABLE CHILDREN AND ADULTS

800 AIRPORT BLVD SUITE 320
BURLINGAME CA,CA94010 		  PC PARCA RAJI HOUSE (BURLINGAME): PERMANENT AFFORDABLE HOUSING AND SUPPORT FOR FIVE ADULTS WITH DEVELOPMENTAL DISABILITIES 30,000

PEDIATRIC DENTAL INITIATIVE OF THE NORTH COAST INC

1380 19TH HOLE DRIVE
WINDSOR,CA94592 		  PC PDI SURGERY CENTER ANESTHESIA MONITOR 40,000

RAPHAEL HOUSE OF SAN FRANCISCO INC

1065 SUTTER STREET
SAN FRANCISCO,CA94109 		  PC RAPHAEL HOUSE ROOF REPAIRS 48,200

THE REDWOODS - A COMMUNITY OF SENIORS

40 CAMINO ALTO
MILL VALLEY,CA94941 		  PC EMERGENCY GENERATOR 200,000

REHABILITATION AND EMPLOYMENT SERVICES OF THE EAST BAY

704 MAIN ST
MARTINEZ,CA94553 		  PC VEHICLE REPLACEMENT PROJECT 60,000

RENAISSANCE ENTREPRENEURSHIP CENTER

275 FIFTH STREET 2ND FLOOR
SAN FRANCISCO,CA94103 		  PC RENAISSANCE ENTREPRENEURSHIP CENTER FIRE AND SAFETY AND ADA-COMPLIANCE CAPITAL PROJECTS 60,000

SACRAMENTO FOOD BANK AND FAMILY SERVICES

1951 BELL AVE
SACRAMENTO,CA95838 		  GROUP PATHWAYS TO ENDING HUNGER TRANSPORTING NUTRITIOUS FOOD TO THOSE IN NEED 150,000

SAFE PASSAGES

1017 CLAY STREET
OAKLAND,CA94607 		  PC A NEW HOME FOR SAFE PASSAGES 75,000

SAINT MARY'S COLLEGE OF CALIFORNIA

1928 ST MARYS RD PMB 3005
MORAGA,CA94575 		  GROUP SAINT MARY'S COLLEGE OF CA ATHLETIC FIELDS RENOVATION 500,000

SAINTS PETER AND PAUL SCHOOL

660 FILBERT ST
SAN FRANCISCO,CA94133 		  GROUP SSPP CAPITAL FENCE PROJECT 150,000

SALESIAN BOYS' & GIRLS' CLUB

680 FILBERT ST
SAN FRANCISCO,CA94133 		  PC NEW GATE AND FENCE FOR SALESIAN BOYS' & GIRLS' CLUB 150,000

THE SALVATION ARMY A CALIFORNIA CORPORATION

832 FOLSOM STREET
SAN FRANCISCO,CA94107 		  PC SPECIAL FUNDING - EMERGENCY GRANTS 200,000

SAN FRANCISCO BALLET ASSOCIATION

455 FRANKLIN STREET
SAN FRANCISCO,CA94102 		  PC CAPITAL PROJECT FOR SECURITY & SCHOOL FLOORING REPLACEMENT 225,000

SAN FRANCISCO BALLET ASSOCIATION

455 FRANKLIN STREET
SAN FRANCISCO,CA94102 		  PC ANNUAL GIFT 100,000

SAN FRANCISCO CONSERVATORY OF MUSIC

50 OAK STREET
SAN FRANCISCO,CA94102 		  PC GENERAL OPERATING SUPPORT 12,500

SAN FRANCISCO FOOD BANK

PO BOX 7203
SAN FRANCISCO,CA94120 		  PC SPECIAL FUNDING - EMERGENCY GRANTS 200,000

SAN FRANCISCO OPERA ASSOCIATION

301 VAN NESS AVENUE
SAN FRANCISCO,CA94102 		  PC ANNUAL GIFT 100,000

SAN FRANCISCO SYMPHONY

201 VAN NESS AVENUE
SAN FRANCISCO,CA94102 		  PC ANNUAL GIFT 100,000

SECOND HARVEST OF SILICON VALLEY

4001 N FIRST ST
SAN JOSE,CA95134 		  PC SPECIAL FUNDING - EMERGENCY GRANTS 200,000

SIDE BY SIDE

300 SUNNY HILLS DRIVE
SAN ANSELMO,CA94960 		  PC IRENE M. HUNT SCHOOL RENOVATION AND EXPANSION 50,000

SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF SONOMA COUNTY

5671 REDWOOD DRIVE
ROHNERT PARK,CA94928 		  PC ST. VINCENT DE PAUL SONOMA SENIOR HOUSING 100,000

SPRING HILL MONTESSORI

825 MIDDLEFIELD DRIVE
PETALUMA,CA94952 		  PC NATURE AS TEACHER 100,000

ST JOSEPH NOTRE DAME HIGH SCHOOL

1011 CHESTNUT ST
ALAMEDA,CA94501 		  GROUP RAISING THE BAR - REMODEL OF SJND'S ATHLETIC TRAINING FACILITIES 25,000

ST ANTHONY FOUNDATION

150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102 		  GROUP SPECIAL FUNDING - EMERGENCY GRANTS 200,000

ST DOMINICS CHURCH

2390 BUSH ST
SAN FRANCISCO,CA94115 		  GROUP GENERAL OPERATING SUPPORT 12,500

ST JOSEPH HEALTH NORTHERN CALIFORNIA LLC

1111 SONOMA AVE SUITE 302
SANTA ROSA,CA95405 		  PC MRI UPGRADE AT SANTA ROSA MEMORIAL HOSPITAL 115,000

ST RAPHAEL SCHOOL

1100 5TH AVE
SAN RAFAEL,CA94901 		  GROUP SAINT RAPHAEL SCHOOL WINDOW PROJECT 41,370

ST THOMAS MORE SCHOOL

50 THOMAS MORE WAY
SAN FRANCISCO,CA94132 		  GROUP ST. THOMAS MORE SCHOOL EXTERIOR PAINT MAIN SCHOOL BUILDING PROJECT 190,000

ST VINCENT DE PAUL HIGH SCHOOL

849 KEOKUK STREET
PETALUMA,CA94952 		  GROUP ST. VINCENT DE PAUL HIGH SCHOOL PERIMETER FENCING PROJECT 75,000

STANFORD UNIVERSITY SCHOOL OF MEDICINE

291 CAMPUS DRIVE RM LK3C02
STANFORD,CA94305 		  PC ROBOTIC SURGERY TRAINING AND RESEARCH TO ADVANCE PATIENT OUTCOMES 1,000,000

TOWN SCHOOL FOR BOYS

2750 JACKSON ST
SAN FRANCISCO,CA94115 		  PC SCHOLARSHIP IS INTENDED FOR HIGH FINANCIAL NEED STUDENTS TRADITIONALLY IN UNDERREPRESENTED COMMUNITIES WITH A PREFERENCE FOR STUDENTS OF COLOR 25,000

THE TRUST FOR PUBLIC LAND

23 GEARY ST STE 1000
SAN FRANCISCO,CA94108 		  GROUP INDIA BASIN WATERFRONT PARK 700,000

URBAN SCHOOL OF SAN FRANCISCO

1563 PAGE STREET
SAN FRANCISCO,CA94117 		  PC PERFORMING ARTS AND COMMUNITY CENTER (PACC) 100,000

WOODLAND MEMORIAL HOSPITAL FOUNDATION

1321 COTTONWOOD STREET STE 207
WOODLAND,CA95695 		  PC 3D MAMMOGRAPHY FOR WOODLAND HEALTHCARE 262,288

YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF SONOMA COUNTY

PO BOX 3506
SANTA ROSA,CA95402 		  PC FRONT ENTRANCE SAFETY REMODEL AT A SPECIAL PLACE THERAPEUTIC PRESCHOOL 100,763
Total .................................right arrow 3a 12,501,725
bApproved for future payment

AGEWELL PACE
5789 STATE FARM DR STE 110
ROHNERT PARK,CA94928 		  PC AGEWELL PACE CLINIC EQUIPMENT 187,805

A BETTER WAY INC
3200 ADELINE ST
BERKELEY,CA94703 		  PC HEALTH AND SAFETY IMPROVEMENTS FOR A BETTER WAY HQ 200,000

A SAFE PLACE
PO BOX 23006
OAKLAND,CA94623 		  PC TO SUPPORT CLOSING THE REMAINING $600,000 CAPITAL FUNDING GAP ON ASP'S PURCHASE OF A $2M COMMUNITY RESOURCE CENTER FOR BAY AREA FAMILIES FACING VIOLENCE AT HOME 150,000

AXIS COMMUNITY HEALTH
5925 W LAS POSITAS BLVD SUITE 100
PLEASANTON,CA94588 		  PC ELEVATOR INSTALLATION FOR ACCESSIBLE HEALTHCARE FOR UNDERSERVED SENIORS AND PATIENTS WITH DISABILITIES 110,000

BAY AREA TECHNOLOGY SCHOOL
8251 FONTAINE ST
OAKLAND,CA94605 		  PC PALACE THEATER 20,000

BLOOD BANK OF HAWAII
2043 DILLINGHAM BLVD
HONOLULU,HI96819 		  PC NEW BLOOD CENTER TO SERVE THE STATE OF HAWAII 100,000

CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA
3276 MCNUTT AVE
WALNUT CREEK,CA94597 		  PC CANCER SUPPORT CENTER 100,000

CHILD START INCORPORATED
439 DEVLIN RD
NAPA,CA94558 		  PC VALLEJO EARLY LEARNING CENTER 200,000

CITY HOPE SAN FRANCISCO
45 OLIVE STREET
SAN FRANCISCO,CA94109 		  PC CITY HOPE 2023 SECURITY AND EXTERIOR RENOVATION PROJECT 100,000

COVENANT HOUSE CALIFORNIA
200 HARRISON ST
OAKLAND,CA94607 		  PC TO SUPPORT THE ENHANCES OF THE THERAPEUTIC/METING/SELF-ADVOCACY SPACE 150,000

DE MARILLAC ACADEMY
175 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102 		  GROUP FACILITY AND SECURITY IMPROVEMENTS TO DE MARILLAC ACADEMY 100,000

THE DISCALCED CARMELITE FATHERS OAKVILLE INC
P O BOX 347 20 MOUNT CARMEL DRIVE
OAKVILLE,CA94562 		  GROUP RETREAT COTTAGE RENOVATION 50,000

DYNAMIC COMMUNITY SOLUTIONS
85-908 WAIANAE RD
WAIANAE,HI96792 		  PC 200 DWELLING UNITS - PU'UHONUA O WAI'ANAE CAPITAL CAMPAIGN 250,000

ECOLE NOTRE DAME DES VICTOIRES
659 PINE ST
SAN FRANCISCO,CA94108 		  GROUP INTRUSION DETECTION AND FIRE ALARM SYSTEM PROJECT 65,000

FRENCH AMERICAN INTERNATIONAL SCHOOL
150 OAK STREET
SAN FRANCISCO,CA94102 		  PC TO SUPPORT THE MODERNIZATION OF THE FRENCH AMERICAN INTERNATIONAL SCHOOL'S CAMPUS 200,000

GROCERIES FOR SENIORS
660 CALIFORNIA STREET
SAN FRANCISCO,CA94108 		  PC NEW GROCERY DELIVERY VAN TO ENSURE FOOD SECURITY FOR +1,100 LOW-INCOME SENIORS 68,660

HOLY ANGELS SCHOOL
20 REINER ST
COLMA,CA94014 		  GROUP HOLY ANGELS SCHOOL RENOVATION OF BATHROOMS 100,000

HOPE 4 THE HEART
22035 MEEKLAND AVE
HAYWARD,CA94541 		  PC VOLUNTEER PASSENGER VAN 89,000

HOPE SERVICES
30 LAS COLINAS LANE
SAN JOSE,CA95119 		  PC EXPANDING HOPE: SAN MATEO COUNSELING CENTER REMODEL 55,355

THE IGNATIAN CORPORATION
2001 37TH AVE
SAN FRANCISCO,CA94116 		  GROUP PHASE ONE NEW LEARNING COMMONS 1,000,000

THE KELSEY
1 SANSOME ST SUITE 3500
SAN FRANCISCO,CA94104 		  PC THE KELSEY CIVIC CENTER - BUILDING 112 HOMES 200,000

LA CHEIM SCHOOL INC
4892 SAN PABLO DAM ROAD
EL SOBRANTE,CA94803 		  PC THE BROWNING HOUSE CAPITAL IMPROVEMENTS 38,692

LITTLE SISTERS OF THE POOR HOME FOR THE AGED
300 LAKE ST
SAN FRANCISCO,CA94118 		  PC RAISE US UP ELEVATOR MODERNIZATION PROJECT 200,000

MARIN GENERAL HOSPITAL FOUNDATION
1350 S ELISEO DR 110
GREENBRAE,CA94904 		  PC O-ARM 3D IMAGING SYSTEM ACQUISITION 100,000

THE MARINE MAMMAL CENTER
2000 BUNKER ROAD FORT CRONKHITE
SAUSALITO,CA94965 		  PC INSTALLATION OF A BACKUP GENERATOR UPGRADE FOR THE MARINE MAMMAL CENTER'S HOSPITAL FACILITIES AND WATER FILTRATION AND LIFE SUPPORT SYSTEM 100,000

MENTAL HEALTH ASSOCIATION OF SAN MATEO COUNTY
2686 SPRING STREET
REDWOOD CITY,CA94063 		  PC THE UP HOUSE - REHABILITATION AND FURNISHING 50,000

MERCY HIGH SCHOOL
2750 ADELINE DRIVE
BURLINGAME,CA94010 		  GROUP BUILDING THE DREAM - A CAPITAL CAMPAIGN FOR MERCY HIGH SCHOOL BURLINGAME'S ATHLETIC AND STUDENT LIFE CENTER 350,000

MONTESSORI CHILDREN'S HOUSE OF THE WEST COAST
25 LAKE ST
SAN FRANCISCO,CA94118 		  PC MCH FLOORING UPDATE 10,000

NORTH BAY CHILDREN'S CENTER
932 C STREET
NOVATO,CA94949 		  PC BRIGHT FUTURES CAPITAL PROJECT 50,000

OUR LADY OF LORETTO SCHOOL
1811 VIRGINIA AVE
NOVATO,CA94945 		  GROUP OUR LADY OF LORETTO SCHOOL PERIMETER GATES PROJECT 30,000

OUR LADY OF PERPETUAL HELP SCHOOL
60 WELLINGTON AVE
DALY CITY,CA94014 		  GROUP OUR LADY OF PERPETUAL HELP SCHOOL CHILDREN'S RESTROOM PROJECT 50,000

PREGNANCY SUPPORT GROUP OF WOODLAND INC
120 COURT ST
WOODLAND,CA95695 		  PC SPERO MEDICAL MOBILE CLINIC/OFFICE IMPROVEMENTS 18,726

RITTER CENTER
PO BOX 3517
SAN RAFAEL,CA94912 		  PC NEW HEALTH CENTER TO CREATE HEALTHCARE EQUITY & DIGNITY FOR LOW-INCOME & HOMELESS RESIDENTS IN MARIN COUNTY 200,000

SAMARITAN HOUSE
4031 PACIFIC BOULEVARD
SAN MATEO,CA94403 		  PC SAMARITAN HOUSE'S FREE CLINIC OF SAN MATEO RENOVATION PROJECT 195,000

SAN FRANCISCO FOOD BANK
PO BOX 7203
SAN FRANCISCO,CA94120 		  PC ZERO EMISSION TRUCKS TO TRANSPORT FOOD TO LOW INCOME COMMUNITIES IN SAN FRANCISCO AND MARIN 100,000

SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON STREET
SAN FRANCISCO,CA94115 		  PC UNIVERSITY HIGH SCHOOL CALIFORNIA STREET CAMPUS 500,000

SCHOOLS MENTORING AND RESOURCE TEAM
2101 MISSION STREET SUITE 200
SAN FRANCISCO,CA94110 		  PC AFTER-SCHOOL YOUTH DEVELOPMENT AND LEARNING CENTER 75,000

SONOMA OVERNIGHT SUPPORT
PO BOX 748
SONOMA,CA95476 		  PC RENOVATIONS & EQUIPMENT FOR SOS UNITY KITCHEN 100,000

ST PAUL SCHOOL
1690 CHURCH STREET
SAN FRANCISCO,CA94131 		  PC ST. PAUL'S SCHOOL SAFETY AND SECURITY PROJECT 30,000

ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102 		  GROUP HVAC SYSTEM UPGRADE FOR FATHER ALFRED CENTER 180,000

ST FINN BARR SCHOOL
419 HEARST AVE
SAN FRANCISCO,CA94112 		  GROUP ST. FINN BARR ROOF PROJECT 25,000

ST MARY'S MEDICAL CENTER FOUNDATION
450 STANYAN STREET
SAN FRANCISCO,CA94117 		  SO SMMC ADOLESCENT BEHAVIORAL HEALTH ANTI-LIGATURE PROJECT 275,000

ST PETER'S SCHOOL
1266 FLORIDA STREET
SAN FRANCISCO,CA94110 		  GROUP ST. PETER'S SCHOOL PROVIDING FOR STUDENT AND STAFF SAFETY 15,000

SUPPORT LIFE FOUNDATION
3349 INTERNATIONAL BLVD STE 2
OAKLAND,CA94601 		  PC PROJECT REINFORCE AND EXPAND - UPGRADE INFRASTRUCTURE 30,000

TIBURCIO VASQUEZ HEALTH CENTER
1260 B STREET 125
HAYWARD,CA94541 		  PC CASTRO VALLEY CLINIC RENOVATION 35,000

TRI-VALLEY HAVEN FOR WOMEN
3663 PACIFIC AVE
LIVERMORE,CA94550 		  PC TRI-VALLEY HAVEN'S DOMESTIC VIOLENCE SHELTER REBUILD 100,000

VACAVILLE NEIGHBORHOOD BOYS & GIRLS CLUB
100 HOLLY LN
VACAVILLE,CA95688 		  PC BUILDING BRIGHTER FUTURES CAMPAIGN 100,000

VITALANT FOUNDATION
10536 PETER A MCCUEN BLVD
MATHER,CA95655 		  PC CAPITAL PURCHASE OF A VITALANT BLOODMOBILE TO SERVE THE GREATER BAY AREA 200,000

CHANGE IN DISCOUNT APPLIED
SEE PRIOR YEAR
SAN FRANCISCO,CA94111 		  PC SEE PRIOR YEAR 104,366

ACCRUED IN PRIOR YEAR
SEE PRIOR YEAR
SAN FRANCISCO,CA94111 		  PC SEE PRIOR YEAR -5,650,595
Total ................................. right arrow 3b 1,107,009
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 15,965  
4 Dividends and interest from securities ....     14 2,789,805  
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 .....     14 343  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 5,366,940  
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 8,173,053 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,173,053
(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 WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 30,085 12,034   17,409

TY 2023 InvestmentsCorpStockSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Name of Stock End of Year Book Value End of Year Fair Market Value
AMAZON COM INC 1,519,400 1,519,400
LEGGETT & PLATT INC 1,308,500 1,308,500
MOHAWK INDS INC COM 724,500 724,500
NETFLIX 2,434,400 2,434,400
TJX COMPANIES INC 938,100 938,100
WALT DISNEY CO 677,175 677,175
PEPSICO INC 849,200 849,200
PHILIP MORRIS INTERNATIONAL IN 2,116,800 2,116,800
CHEVRON CORP 1,118,700 1,118,700
EXXON MOBIL CORPORTATION 1,749,650 1,749,650
BERKSHIRE HATHAWAY INC DEL 1,627,875 1,627,875
JPMORGAN CHASE & CO 1,701,000 1,701,000
WELLS FARGO & CO 1,624,260 1,624,260
ABBOTT LABS 990,630 990,630
BIOMARIN PHARMACEUTICAL INC 1,272,744 1,272,744
ISHARES NASDAQ BIOTECHNOLOGY ETF 2,037,750 2,037,750
JOHNSON & JOHNSON 1,567,400 1,567,400
PFIZER INC 1,511,475 1,511,475
TELEDOC HEALTH INC 538,750 538,750
CATERPILLAR INC 1,478,350 1,478,350
EMERSON ELECTRIC CO 1,167,960 1,167,960
TREX COMPANY INC 1,241,850 1,241,850
UNION PACIFIC CORP 1,547,406 1,547,406
ADOBE INC 1,387,095 1,387,095
ALPHABET INC CL A 2,095,350 2,095,350
APPLE INC 1,443,975 1,443,975
ARISTA NETWORKS INC 1,413,060 1,413,060
BROADCOM INC 1,395,313 1,395,313
CISCO SYSTEMS INC 1,010,400 1,010,400
FISERV INC 1,328,400 1,328,400
MICROSOFT CORP 1,880,200 1,880,200
PALO ALTO NETWORKS INC 1,592,352 1,592,352
PAYPAL HOLDINGS INC 736,920 736,920
TEXAS INSTRUMENTS INC 1,448,910 1,448,910
VISA INC-CLASS A SHRS 1,822,450 1,822,450
AIR PRODS & CHEMS INC COM 1,095,200 1,095,200
DOW INC 1,371,000 1,371,000
AT & T INC 1,845,800 1,845,800
VERIZON COMMUNICATIONS 2,450,500 2,450,500
CHUBB LIMITED 1,988,800 1,988,800
MEDTRONIC, PLC 1,235,700 1,235,700
VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF 2,139,558 2,139,558
VANGUARD MIDCAP VIPER 6,281,280 6,281,280
VANGUARD SMALL CAP VIPER 5,333,250 5,333,250
REALTY INCOME CORP COM 861,300 861,300
SIMON PROPERTY GROUP INC 1,426,400 1,426,400
US BANCORP 1,514,800 1,514,800
SOLAREDGE TECHNOLOGIES INC 468,000 468,000

TY 2023 InvestmentsGovtObligationsSch
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
US Government Securities - End of Year Book Value:

23,366,537
US Government Securities - End of Year Fair Market Value:

23,366,537
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 LegalFeesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 12,069 12,069   0


TY 2023 OtherAssetsSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CONSTRUCTION IN PROGRESS   88,600 88,600


TY 2023 OtherExpensesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 12,725 5,090   7,672
MAINTENANCE - PAUL I. FAGAN MEMORIAL PARK 56,200 0   56,200
OFFICE EXPENSES 3,050 1,220   1,830
BANK CHARGES 273 0   273


TY 2023 OtherIncomeSchedule2
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION SETTLEMENT INCOME 343 343 343


TY 2023 OtherIncreasesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Description Amount
CURRENT YEAR UNREALIZED LOSS ON SECURITIES 6,773,880


TY 2023 OtherLiabilitiesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Description Beginning of Year - Book Value End of Year - Book Value
SUBTENANT DEPOSIT 12,931 12,931
DEFERRED EXCISE TAX PAYABLE 252,941 347,067
ACCRUED EXPENSES 0 12,069


TY 2023 OtherProfessionalFeesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 330,249 330,249   0
FOUNDATION MANAGEMENT 281,121 56,224   224,897


TY 2023 TaxesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 108,056 0   0
DEFERRED FEDERAL EXCISE TAX 94,126 0   0
FOREIGN TAX PAID 16,523 16,523   0
STATE TAX AND FILING FEES 700 700   0