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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WILLIAM K BOWES JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1660 BUSH ST 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94109
A Employer identification number

94-3148482
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$236,755,476J 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      
4 Dividends and interest from securities... 4,576,107 4,576,107  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,963,668
b Gross sales price for all assets on line 6a 58,923,629
7 Capital gain net income (from Part IV, line 2)... 10,120,864
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
0 -43,331  
12 Total. Add lines 1 through 11........ 15,539,775 14,653,640  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000 12,000   68,000
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
60,375 30,188   26,195
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,988,058 1,673,558   314,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
207,768 9,385   400
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 22,379 3,357   14,266
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36 0   36
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,358,616 1,728,488   423,397
25 Contributions, gifts, grants paid....... 9,505,533 18,019,500
26 Total expenses and disbursements. Add lines 24 and 25 11,864,149 1,728,488   18,442,897
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,675,626
b Net investment income (if negative, enter -0-) 12,925,152
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 4,910 4,884 4,884
2 Savings and temporary cash investments......... 8,989,954 1,610,269 1,610,269
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) 8,216,353 Click to see attachment
List of Attached Documents:
// Content
10,852,116 		10,852,116
b Investments—corporate stock (attach schedule)....... 95,467,525 Click to see attachment
List of Attached Documents:
// Content
104,531,595 		104,531,595
c Investments—corporate bonds (attach schedule)....... 33,071,563 Click to see attachment
List of Attached Documents:
// Content
34,097,211 		34,097,211
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).......... 85,291,513 Click to see attachment
List of Attached Documents:
// Content
85,122,112 		85,122,112
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
348,407 		Click to see attachment
List of Attached Documents:
// Content
537,289 		Click to see attachment
List of Attached Documents:
// Content
537,289
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 231,390,225 236,755,476 236,755,476
Liabilities 17 Accounts payable and accrued expenses.......... 490,404 610,900
18 Grants payable................. 28,107,482 19,493,515
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
1,694,272 		Click to see attachment
List of Attached Documents:
// Content
1,709,475
23 Total liabilities (add lines 17 through 22)......... 30,292,158 21,813,890
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........... 201,098,067 214,941,586
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)..... 201,098,067 214,941,586
30 Total liabilities and net assets/fund balances (see instructions). 231,390,225 236,755,476
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
201,098,067
2
Enter amount from Part I, line 27a .....................
2
3,675,626
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,255,833
4
Add lines 1, 2, and 3 ..........................
4
215,029,526
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
87,940
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
214,941,586
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
b PASSTHROUGH CAPITAL LOSSES P 2024-01-01 2024-12-31
c CAPITAL GAINS P 2024-01-01 2024-12-31
d
e
(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 58,239,939   48,666,927 9,573,012
b     135,838 -135,838
c 683,690     683,690
d
e
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       9,573,012
b       -135,838
c       683,690
d
e
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 10,120,864
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) 1 179,660
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........................... 3 179,660
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- ..... 5 179,660
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 216,764
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 32,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 248,764
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 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 69,104
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow69,104 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2024 or the taxable year beginning in 2024? 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 arrowWWW.WKBOWESJRFOUNDATION.ORG
14
The books are in care ofright arrowPACIFIC FOUNDATION SERVICES Telephone no.right arrow (415) 561-6540

Located atright arrow1660 BUSH STREET STE 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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
UTE BOWES PRESIDENT
1.00 		0 0 0
1660 BUSH ST STE 300
SAN FRANCISCO,CA94109
CHRIS PERKINS VP, SECRETARY-TREASURER, CFO
3.00 		80,000 0 0
1660 BUSH ST STE 300
SAN FRANCISCO,CA94109
DOUGLAS TINKER VP, AUDIT CHAIR
2.00 		0 0 0
1660 BUSH ST STE 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 (2024)
Form 990-PF (2024)
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
MORGAN STANLEY INVESTMENT MANAGEMENT 1,509,205
555 CALIFORNIA STREET 14TH FLOOR
SAN FRANCISCO,CA94104
PACIFIC FOUNDATION SERVICE FOUNDATION MANAGEMENT 370,000
1660 BUSH ST STE 300
SAN FRANCISCO,CA94109
HOOD & STRONG LLP ACCOUNTING 52,390
2580 N 1ST ST STE 460
SAN JOSE,CA95131
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 (2024)
Form 990-PF (2024)
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
148,688,395
b
Average of monthly cash balances.......................
1b
8,675,262
c
Fair market value of all other assets (see instructions)................
1c
85,659,401
d
Total (add lines 1a, b, and c).........................
1d
243,023,058
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
243,023,058
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,645,346
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
239,377,712
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,968,886
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
11,968,886
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
179,660
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
179,660
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,789,226
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
11,789,226
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
11,789,226
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
18,442,897
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
18,442,897
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 11,789,226
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 42,607,752
b From 2020...... 34,929,429
c From 2021...... 22,213,063
d From 2022...... 13,265,110
e From 2023...... 13,297,551
f Total of lines 3a through e ........ 126,312,905
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 18,442,897
a Applied to 2023, 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 2024 distributable amount..... 11,789,226
e Remaining amount distributed out of corpus 6,653,671
5 Excess distributions carryover applied to 2024. 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 5 132,966,576
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		42,607,752
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		90,358,824
10 Analysis of line 9:
a Excess from 2020.... 34,929,429
b Excess from 2021.... 22,213,063
c Excess from 2022.... 13,265,110
d Excess from 2023.... 13,297,551
e Excess from 2024.... 6,653,671
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
UTE BOWES
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC

PO BOX 29405
SAN FRANCISCO,CA94129 		N/A PC STANFORD UNIVERSITY SCHOLAR 20,000

ALS THERAPY DEVELOPMENT FOUNDATION

480 ARSENAL STREET
WATERTOWN,MA02472 		N/A PC TO SUPPORT THE ALS CAPSULE 100,000

ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO

200 LARKIN STREET
SAN FRANCISCO,CA94102 		N/A PC THE WILLIAM K. BOWES, JR. FOUNDATION FUND FOR EDUCATION AND RESEARCH 200,000

BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY

ARRILLAGA ALUMNI CENTER 326 GALVEZ
STREET
STANFORD,CA94305 		N/A PC WILLIAM K. BOWES, JR. FOUNDATION: STANFORD BIO-X BOWES FELLOWS, UTE AND BILL BOWES, JR. LIBRARY AND THE DEPARTMENT OF ART AND ART HISTORY IN THE SCHOOL OF HUMANITIES AND SCIENCES 850,000

BOLINAS MUSEUM

PO BOX 450
BOLINAS,CA94924 		N/A PC GENERAL OPERATING SUPPORT 5,000

BOYS & GIRLS CLUBS OF SAN FRANCISCO

380 FULTON STREET
SAN FRANCISCO,CA94102 		N/A PC CITYWIDE EDUCATION PROGRAMMING 100,000

CANARY FUND

PO BOX 620134
WOODSIDE,CA94062 		N/A PC TO SUPPORT NEW DIRECTIONS: TECHNIQUES AND TECHNOLOGIES TO DETECT CANCER EARLY AND IDENTIFY HIGH RISK INDIVIDUALS 333,334

CANCER RESEARCH FUND OF THE DAMON RUNYON - WALTER WINCHELL FOUNDATION

55 BROADWAY SUITE 302 ONE EXCHANGE
PLAZA
NEW YORK,NY10006 		N/A PC DAMON RUNYON CLINICAL INVESTIGATOR CONTINUATION GRANT 166,666

CLEARITY FOUNDATION

8880 RIO SAN DIEGO DRIVE SUITE 800
SAN DIEGO,CA92108 		N/A PC OVARIAN CANCER SUPPORT 50,000

COLLEGE TRACK

483 9TH STREET SUITE 200
OAKLAND,CA94607 		N/A PC GENERAL OPERATING SUPPORT 50,000

CORPORATION OF THE FINE ARTS MUSEUMS

50 HAGIWARA TEA GARDEN DRIVE
SAN FRANCISCO,CA94118 		N/A PC EQUITY SCHOOLS PARTNERSHIP 22,500

EAST PALO ALTO TENNIS & TUTORING

PO BOX 60597
PALO ALTO,CA94306 		N/A PC ACES FOR KIDS (GENERAL SUPPORT) 10,000

ENVIRONMENTAL DEFENSE FUND INCORPORATED

257 PARK AVENUE SOUTH
NEW YORK,NY10010 		N/A PC CLIMATE CORPS, OCEANS PROGRAMS 200,000

EPISCOPAL DIOCESE OF CALIFORNIA

1055 TAYLOR STREET
SAN FRANCISCO,CA94108 		N/A PC EXPANDING HORIZONS CAMPAIGN 1,000,000

EPISCOPAL DIOCESE OF CALIFORNIA

1100 CALIFORNIA STREET
SAN FRANCISCO,CA94108 		N/A PC ANNUAL FUND 500,000

FOODCORPS

1140 SE 7TH AVE SUITE 110
PORTLAND,OR97214 		N/A PC GENERAL OPERATING SUPPORT 250,000

HARVARD UNIVERSITY

PO BOX 419209
BOSTON,MA02241 		N/A PC FOR THE GRANT SEED PROGRAM 500,000

HOOVER INSTITUTION

434 GALVEZ MALL DEVELOPMENT OFFICE
STANFORD,CA94305 		N/A PC GENERAL OPERATING SUPPORT 50,000

INSTITUTE FOR SYSTEMS BIOLOGY

401 TERRY AVENUE NORTH
SEATTLE,WA98109 		N/A PC NEW FACULTY SUPPORT 200,000

J DAVID GLADSTONE INSTITUTES

1650 OWENS STREET
SAN FRANCISCO,CA94158 		N/A PC TO BE USED AT THE DISCRETION OF THE PRESIDENT DEEPAK SRIVASTAVA, GENERAL SUPPORT 2,000,000

JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA

1212 BROADWAY PLAZA SUITE 2100
WALNUT CREEK,CA94596 		N/A PC JA LEADER SHIP ACADEMY 100,000

KIPP BAY AREA SCHOOLS

1000 BROADWAY SUITE 460
OAKLAND,CA94607 		N/A PC GENERAL OPERATING SUPPORT FOR KIPP PUBLIC SCHOOLS NORTHERN CALIFORNIA 500,000

KQED INC

2601 MARIPOSA STREET
SAN FRANCISCO,CA94110 		N/A PC EDUCATION STEM PROGRAMMING 100,000

MEALS ON WHEELS OF SAN FRANCISCO INC

2142 JERROLD AVE
SAN FRANCISCO,CA94124 		N/A PC GENERAL OPERATING SUPPORT 10,000

MONKEY TAIL RANCH

1993 ORCHARD ROAD
HOLLISTER,CA95023 		N/A PC GENERAL OPERATING SUPPORT 10,000

NSSF

940 FILBERT ST
SAN FRANCISCO,CA94133 		N/A PC EDUCATOR EXCELLENCE 250,000

ONEGOAL

PO BOX 734137
CHICAGO,IL60673 		N/A PC TO SUPPORT BAY AREA PROGRAMS 200,000

OUTWARD BOUND CALIFORNIA

548 MARKET ST PMB 68876
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATING SUPPORT 250,000

PEERFORWARD

1140 3RD STREET NE SUITE 320
WASHINGTON,DC20002 		N/A PC GENERAL OPERATING SUPPORT 100,000

QUANTUM LEAP HEALTHCARE COLLABORATIVE

499 ILLINOIS STREET STE 200
SAN FRANCISCO,CA94158 		N/A PC RENEWAL FOR AGGREGATING AND VISUALIZING EHR AND EPRO INFORMATION 75,000

REAL OPTIONS FOR CITY KIDS

73 LELAND AVENUE
SAN FRANCISCO,CA94134 		N/A PC GENERAL OPERATING SUPPORT 125,000

SAN FRANCISCO ACHIEVERS

PO BOX 416
SAN FRANCISCO,CA94104 		N/A PC ACHIEVERS AND SCHOLARS PROGRAM 50,000

SAN FRANCISCO BOYS CHORUS

333 HAYES STREET SUITE 116
SAN FRANCISCO,CA94102 		N/A PC GENERAL OPERATING SUPPORT 15,000

SAN FRANCISCO CONSERVATORY OF MUSIC

50 OAK STREET
SAN FRANCISCO,CA94102 		N/A PC PRESIDENT'S FUND 150,000

SAN FRANCISCO GENERAL HOSPITAL FOUNDATION

PO BOX 410836
SAN FRANCISCO,CA94141 		N/A PC PATIENT CARE, WITH AN INCLUSIVE 10% ADMINISTRATIVE FEE 200,000

SANSUM DIABETES RESEARCH INSTITUTE

2219 BATH STREET
SANTA BARBARA,CA93105 		N/A PC GENERAL OPERATING SUPPORT 250,000

SCIENCE FRIDAY INITIATIVE INC

30 BROAD STREET SUITE 801
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 125,000

TEACH FOR ALL INC

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		N/A PC TO SUPPORT ENSENA POR MEXICO AND TEACH FOR ALL: DEVELOPING COLLECTIVE LEADERSHIP TO ENSURE ALL CHILDREN HAVE THE OPPORTUNITY TO FULFILL THEIR POTENTIAL 333,334

TEACH FOR AMERICA INC

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		N/A PC TO ADVANCE TFAS STRATEGIES NATIONALLY AND IN THE BAY TO ENSURE EQUITABLE ACCESS TO A QUALITY EDUCATION FOR ALL STUDENTS. 250,000

TEN STRANDS

PO BOX 150869
SAN RAFAEL,CA94915 		N/A PC GENERAL OPERATING SUPPORT 25,000

THE EXPLORATORIUM

PIER 15 THE EMBARCADERO
SAN FRANCISCO,CA94111 		N/A PC EXPLORATORIUM GALLERY RENEWAL 1,000,000

THE TECH INTERACTIVE

201 SOUTH MARKET STREET
SAN JOSE,CA95113 		N/A PC HEALTHCARE EXHIBIT AT THE TECH 200,000

THE UNIVERSITY OF TEXAS FOUNDATION INC

9011 MOUNTAIN RIDE SUITE 150
AUSTIN,TX78759 		N/A PC ALZHEIMER'S RESEARCH, EMT STEM CELLS RESEARCH 375,000

UC BERKELEY FOUNDATION

1995 UNIVERSITY AVENUE SUITE 401
BERKELEY,CA94704 		N/A PF UC BERKELEY FIAT LUX SCHOLARSHIPS, BOWES FACULTY FELLOWS 500,000

UC SANTA BARBARA FOUNDATION

MC6035 UNIVERSITY OF CALIFORNIA
SANTA BARBARA,CA93106 		N/A PC THE GARLAND INITIATIVE FOR VISION 333,333

UCSF FOUNDATION

PO BOX 45339
SAN FRANCISCO,CA94145 		N/A PC ESTABLISH THE WILLIAM K. BOWES, JR. BIOMEDICAL INVESTIGATOR PROGRAM, UCSF DISCOVERY FELLOWS, CARDIOLOGY COUNCIL, OSHER CENTER RESEARCH SUPPORT, THE NEURAL CODE OF SPEECH 5,833,333

UNITED ANGLERS OF CASA GRANDE INC

333 CASA GRANDE ROAD
PETALUMA,CA94954 		N/A PC GENERAL OPERATING SUPPORT 17,000

YOUTH TENNIS ADVANTAGE

PO BOX 330458
SAN FRANCISCO,CA94133 		N/A PC GENERAL OPERATING SUPPORT 35,000
Total .................................right arrow 3a 18,019,500
bApproved for future payment

BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STREET
SAN FRANCISCO,CA94102 		N/A PC CITYWIDE EDUCATION PROGRAMMING 100,000

CANCER RESEARCH FUND OF THE DAMON RUNYON - WALTER WINCHELL FOUNDATION
55 BROADWAY SUITE 302 ONE EXCHANGE
PLAZA
NEW YORK,NY10006 		N/A PC DAMON RUNYON CLINICAL INVESTIGATOR CONTINUATION GRANT 333,334

COLLEGE TRACK
483 9TH STREET SUITE 200
OAKLAND,CA94607 		N/A PC GENERAL OPERATING SUPPORT 50,000

FOODCORPS
1140 SE 7TH AVE SUITE 110
PORTLAND,OR97214 		N/A PC GENERAL OPERATING SUPPORT 500,000

SAN FRANCISCO ACHIEVERS
PO BOX 416
SAN FRANCISCO,CA94104 		N/A PC ACHIEVERS AND SCHOLARS PROGRAM 50,000

SANSUM DIABETES RESEARCH INSTITUTE
2219 BATH STREET
SANTA BARBARA,CA93105 		N/A PC GENERAL OPERATING SUPPORT 250,000

TEN STRANDS
PO BOX 150869
SAN RAFAEL,CA94915 		N/A PC GENERAL OPERATING SUPPORT 25,000

THE EXPLORATORIUM
PIER 15 THE EMBARCADERO
SAN FRANCISCO,CA94111 		N/A PC EXPLORATORIUM GALLERY RENEWAL 2,000,000

UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401
BERKELEY,CA94704 		N/A PC BOWES FACULTY FELLOWS 250,000

UC SANTA BARBARA FOUNDATION
MC6035 UNIVERSITY OF CALIFORNIA
SANTA BARBARA,CA93106 		N/A PC THE GARLAND INITIATIVE FOR VISION 666,667

UCSF FOUNDATION
PO BOX 45339
SAN FRANCISCO,CA94145 		N/A PC OSHER CENTER RESEARCH SUPPORT, THE NEURAL CODE OF SPEECH 450,000
Total ................................. right arrow 3b 4,675,001
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 4,576,107  
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 ..... 901101 33,315      
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 10,930,353  
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) .. 33,315 15,506,460 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,539,775
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 60,375 30,188   26,195

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2022-11-14 100,000 GENERAL OPERATING SUPPORT. 0 NONE 10/13/2023, 9/17/2024, 9/16/2025 2025-09-16 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2021-12-09 120,000 GENERAL OPERATING SUPPORT. 0 NONE 10/01/2022, 10/13/2023, 9/17/2024, 9/16/2025 2025-09-16 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2020-02-27 120,000 GENERAL OPERATING SUPPORT. 0 NONE 11/01/2021, 10/01/2022, 10/13/2023, 9/17/2024, 9/16/2025 2025-09-16 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2019-12-31 120,000 GENERAL OPERATING SUPPORT. 0 NONE 10/31/2020, 11/01/2021, 10/01/2022, 10/13/2023, 9/17/2024, 9/16/2025 2025-09-16 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2018-12-31 120,000 GENERAL OPERATING SUPPORT. 77,875 NONE 11/07/19, 11/01/2021, 10/01/2022, 10/13/2023, 9/17/2024, 9/16/2025 2025-09-16 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2017-05-16 120,000 GENERAL OPERATING SUPPORT. 120,000 NONE 11/01/2021, 10/01/2022, 10/13/2023, 9/17/2024, 9/16/2025 2025-09-16 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2023-12-31 100,000 GENERAL OPERATING SUPPORT. 0 NONE 9/18/2024, 9/16/2025 2025-09-16 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.
TINKER FAMILY FOUNDATION
  		501 SILVERSIDE ROAD SUITE 123
WILMINGTON,DE19809 		2024-12-31 100,000 GENERAL OPERATING SUPPORT. 0 NONE 9/16/2025 2025-09-16 FUNDS WERE USED FOR THE INTENDED PURPOSE AND WERE NOT DIVERTED.

TY 2024 InvestmentsCorpBondsSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Name of Bond End of Year Book Value End of Year Fair Market Value
BERKSHIRE HATHAWAY ENERGY CO 249,756 249,756
WW GRAINGER INC 398,404 398,404
ABBOTT LABORATORIES 498,425 498,425
WALT DISNEY CO/THE 498,525 498,525
JPMORGAN CHASE & CO 249,109 249,109
UNITEDHEALTH GROUP INC 298,731 298,731
BANK OF AMERICA CORP 492,975 492,975
HONEYWELL INTERNATIONAL INC 135,129 135,129
MICROSOFT CORP 244,760 244,760
JOHNSON & JOHNSON 242,543 242,543
NIKE INC 241,029 241,029
EMERSON ELECTRIC CO 232,440 232,440
BRISTOL-MYERS SQUIBB CO 244,718 244,718
NVDIA CORP 227,000 227,000
PEPSICO INC 137,537 137,537
TJX COS INC/THE 238,401 238,401
TEXAS INSTRUMENTS INC 214,043 214,043
META PLATFORMS INC 252,170 252,170
HOME DEPOT INC/THE 243,418 243,418
FLORIDA POWER & LIGHT CO 248,411 248,411
ACCENTURE CAPITAL INC 237,894 237,894
PIMCO FLEXIBLE CRED INCOME I (PFLEX) 7,588,924 7,588,924
NORTHROP GRUMMAN CORP 149,912 149,912
ENTERPRISE PRODUCTS OPERATING LLC 174,677 174,677
CIGNA GROUP/THE 142,312 142,312
PAYPAL HOLDINGS INC 138,181 138,181
SANTANDER HOLDINGS USA INC 438,239 438,239
NISOURCE INC 450,187 450,187
SYNCHRONY BANK 446,767 446,767
WEC ENERGY GROUP INC 1,002 1,002
ELEVANCE HEALTH INC 2,008 2,008
DISCOVER FINANCIAL SERVICES 10,958 10,958
BP CAPITAL MARKETS AMERICA INC 142,405 142,405
AVALONBAY COMMUNITIES INC 977 977
AIRCASTLE LTD 430,354 430,354
DEUTSCHE BANK AG/NEW YORK NY FXD TO 072025 VAR THFTR 6.119% 424,751 424,751
ERP OPERATING LP 969 969
SABINE PASS LIQUEF ACTION LLC 186,381 186,381
PAYPAL HOLDINGS INC 413,973 413,973
ARES CAPITAL CORP 459,338 459,338
EVERSOURCE ENERGY 323,881 323,881
NEXTERA ENERGY CAPITAL HOLDINGS INC 262,680 262,680
WALT DISNEY CO/THE 152,215 152,215
RYDER SYSTEM INC 308,902 308,902
BAT CAPITAL CORP 5,515 5,515
ENTERGY MISSISSIPPI LLC 928 928
JEFFERIES FINANCIAL GROUP INC 161,600 161,600
FIFTH THIRD BANCORP FXD TO 102027 VAR THRAFTR 6.3610% 11,376 11,376
JONES LANG LASALLE INC 216,321 216,321
KILROY REALTY LP 281,183 281,183
AMREN CORP 260,324 260,324
COMCAST CORP 96,046 96,046
ANHEUSER-BUSCH INBEV WORLDWIDE INC 2,000 2,000
MICRON TECHNOLOGY INC 206,989 206,989
AMERICAN HOMES 4 RENT LP 285,862 285,862
AT&T INC 347,437 347,437
RELAX CAPITAL INC 1,932 1,932
HUMANA INC 1,887 1,887
T-MOBILE USA INC 110,137 110,137
GLOBAL PAYMENT INC 145,821 145,821
WALT DISNEY CO/THE 300,465 300,465
CROWN CASTLE INC 183,963 183,963
EXPEDIA GROUP INC 445,234 445,234
EBAY INC 18,843 18,843
ELEVANCE HEALTH INC 2,607 2,607
NVR INC 902 902
BLACK HILLS CORP 198,173 198,173
FIDELITY NATIONAL FINANCIAL INC 374,853 374,853
BRIXMOR OPERATING PARTNERSHIP LP 436,498 436,498
CAPITAL ONE FINANCIAL CORP FXD TO 072029 VAR THRAFTER 5.2470% 328,947 328,947
FIFTH THIRD BANCORP FXD TO 072029 VAR THRAFTR 4.7720% 170,529 170,529
BP CAPITAL MARKETS AMERICA INC 3,386 3,386
BLOCK FINANCIAL LLC 326,801 326,801
COMCAST CORP 122,129 122,129
GENERAL MOTORS FINANCIAL CO INC 1,696 1,696
ASSURED GUARANTY US HOLDINGS INC 38,026 38,026
NOMURA HOLDINGS INC 289,808 289,808
RTX CORP 6,548 6,548
DEUTSCHE BANK AG/NEW YORK FXD TO 092030 VAR THRAFTR 3.5470% 155,352 155,352
HELMERICH & PAYNE INC 423,513 423,513
AECAP IRELAND CAPITAL DAC / AECAP GLOBAL AVIATION TRUST 130,832 130,832
AT&T INC 21,510 21,510
FACTSET RESEARCH SYSTEMS INC 238,529 238,529
SOUTHWEST GAS CORP 26,010 26,010
VERIZON COMMUNICATIONS INC 428,022 428,022
HALEON US CAPITAL LLC 419,598 419,598
KIMCO REALTY OP LLC 15,818 15,818
COREBRIDGE FINANCIAL INC 302,508 302,508
XCEL ENERGY INC 308,409 308,409
FIDELITY NATIONAL INFORMATION SERVICES INC 424,897 424,897
GLOBAL PAYMENTS INC 424,677 424,677
MPLX LP 30,896 30,896
JOHN DEERE CAPITAL CORP 1,920 1,920
MARRIOT INTERNATIONAL INC/MD 1,765 1,765
BAT CAPITAL CORP 318,855 318,855
AMERICAN ELECTRIC POWER CO INC 8,247 8,247
DOMINION ENERGY INC 14,036 14,036
EBAY INC 401,780 401,780
BARCLAYS PLC FXD TO 112031 VAR THRAFTR 2.8940% 506,652 506,652
DISCOVER FINANCIAL SERVICES 269,054 269,054
EQUITABLE HOLDINGS INC 517,563 517,563
NXP BV/NXP FUNDING LLC/NXP USA INC 414,634 414,634
WASTE CONNECTIONS INC 6,508 6,508
ENTERPRISE PRODUCTS OPERATING LLC 140,158 140,158
BOEING CO/THE 306,884 306,884
ELEVANCE HEALTH INC 959 959
UNITEDHEALTH GROUP INC 517,475 517,475
AMGEN INC 415,605 415,605
CENTERPOINT ENERGY RESOURCES CORP 4,022 4,022
WELLS FARGO & CO FXD TO 032032 VAR THRAFTR 3.35% 877 877
ASTRAZENECA FINANCE LLC 114,672 114,672
ENTERGY LOUISIANA LLC 2,750 2,750
UDR INC 9,222 9,222
BANK OF AMERICA CORP FXD TO 042032 VAR THRIFTR 4.571% 462,103 462,103
CITIGROUP INC FXD TO 052032 VAR THRAFTR 4.91% 57,064 57,064
WRKCO INC 203,115 203,115
JPMORGAN CHASE & CO FXD TO 072032 VAR THRAFTR 4.9120% 1,955 1,955
WELLS FARGO & CO FXD TO 072032 VAR THRAFTR 4.8970% 2,897 2,897
SEMPRA ENERGY 272,777 272,777
LLOYDS BANKING CORP PLC FXD TO 082032 VAR THRAFTR 4.9760% 384,422 384,422
KINDER MORGAN ENERGY PARTNERSHIP LP 199,356 199,356
BP CAPITAL MARKETS AMERICA INC 968 968
BANK OF NEW YORK MELLON CORP FXD TO 102032 VAR THFTR 5.834% 1,036 1,036
SOUTHERN CALIFORNIA EDISON CO 161,485 161,485
AT&T INC 20,088 20,088
PPL ELECTRIC UTILITIES CORP 1,950 1,950
NATWEST GROUP PLC FXD TO 032033 VAR THRAFTR 6.016% 410,292 410,292
ALEXANDRIA REAL ESTATE EQUITIES INC 13,188 13,188
MCDONALD'S CORP 416,314 416,314
ORACLE CORP 303,815 303,815

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Name of Stock End of Year Book Value End of Year Fair Market Value
PIMCO MORTGAGE OPP & BD 12 (PMZPX) 6,642,184 6,642,184
ISHARES CORE S&P 500 ETF (IW) 26,691,931 26,691,931
ACCENTURE PLC IRELAND CL A (ACN) 1,407,160 1,407,160
ALPHABET INC CL (GOOG) 1,771,092 1,771,092
AMAZON COM INC (AMZN) 1,820,937 1,820,937
AMPHENOL CORP NEW CL A (APH) 1,597,350 1,597,350
APPLE INC (AAPL) 1,853,108 1,853,108
APPLIED MATERIALS INC (AMAT) 1,089,621 1,089,621
BECTON DICKINSON & CO (BDX) 1,134,350 1,134,350
CHEVRON CORP (CVX) 1,086,300 1,086,300
CHIPOTLE MEXICAN GRILL INC COM (CMG) 723,600 723,600
ECOLAB INC (ECL) 1,405,920 1,405,920
GE HEALTHCARE TECHNOLOGIES INC (GEHC) 781,800 781,800
HOME DEPOT INC (HD) 1,244,768 1,244,768
JOHNSON & JOHNSON (JNJ) 1,200,346 1,200,346
JPMORGAN CHASE & CO (JPM) 1,558,115 1,558,115
MARSH & MCLENNAN COS INC (MMC) 1,486,870 1,486,870
META PLATFORMS INC CL A (META) 1,639,428 1,639,428
METTLER TOLEDO INTL (MTD) 611,840 611,840
MICROSOFT CORP (MSFT) 1,517,400 1,517,400
NEXTERA ENERGY INC (NEE) 1,290,420 1,290,420
NVIDIA CORPORATION (NVDA) 940,030 940,030
PEPSICO INC NC (PEP) 1,216,480 1,216,480
RAYMOND JAMES FINCL INC (RIF) 1,087,310 1,087,310
RTX CORPORATION (RTX) 1,562,220 1,562,220
SERVICENOW INC (NOW) 1,802,204 1,802,204
TEXAS INSTRUMENTS (TXN) 1,406,325 1,406,325
THERMO FISHER SCIENTIFIC (TMO) 1,300,575 1,300,575
TJX COS INC NEW (TJX) 1,570,530 1,570,530
VISA INC CL A (V) 1,580,200 1,580,200
ADIENT PLC COM (ADNT) 44,195 44,195
AERCAP HOLDINGS N.V. (AER) 540,418 540,418
AFFILIATED MGRS GROUP INC (AMG) 186,399 186,399
AIR LEASE CORP CL A (AL) 154,995 154,995
AMERIPRISE FINCL INC (AMP) 844,966 844,966
ARROW ELECTRONICS (ARW) 195,132 195,132
ASSURANT INC (AIZ) 301,493 301,493
BERRY GLOBAL GROUP INC (BERY) 223,370 223,370
CETENE CORPORATION (CNC) 323,861 323,861
CONCENTRIX CORP (CNXC) 60,838 60,838
CORPAY INC (CPAY) 695,453 695,453
EBAY INC (EBAY) 592,985 592,985
EXPEDIA GROUP INC 703,768 703,768
FS INC (FFIV) 421,967 421,967
FIDELITY NATL INFORMATION SE (FIS) 732,665 732,665
FLEXTRONICS INTL LTD (FLEX) 491,123 491,123
GEN DIGITAL INC (GEN) 441,913 441,913
GLOBAL PAYMENT INC (GPN) 432,327 432,327
HCA HEALTHCARE INC (HCA) 436,118 436,118
HENRY SCHEIN INC (HSIC) 255,071 255,071
JOHNSON CTLS INTL PLC (JCI) 622,995 622,995
LEAR CORP (LEA) 149,342 149,342
LITHIA MTRS INC (LAD) 281,297 281,297
NRG ENERGY INC (NRG) 542,042 542,042
PRIMERICA INC (PRI) 253,235 253,235
SUNCOR ENERGY INC (SU) 516,646 516,646
TD SYNNEX CORPORATION (SNX) 252,621 252,621
THE CIGNA GROUP (CI) 373,341 373,341
UBER TECHNOLOGIES INC (UBER) 486,903 486,903
UNITED RENTALS INC (URI) 837,579 837,579
WESCO INTL INC (WCC) 234,705 234,705
WEX INC COM (WEX) 207,053 207,053
ARTISON GLOBAL VALUE ADV (APDGX) 10,546,132 10,546,132
ARTISON INTL VALUE ADV (APDKX) 8,186,102 8,186,102
GQG PARTNERS EMRG MKTS EQ INS (GQGIX) 1,942,131 1,942,131

TY 2024 InvestmentsGovtObligationsSch
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
US Government Securities - End of Year Book Value:

10,852,116
US Government Securities - End of Year Fair Market Value:

10,852,116
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GS ALTERNATIVE INVESTMENTS - KKR PRINCIPAL OPP FMV 516,304 516,304
MS BLACKSTONE ENERGY FMV 1,766,865 1,766,865
OAKTREE STRATEGIC INCOME FMV 419,766 419,766
OAKTREE X/XB FMV 4,228,925 4,228,925
MS RE SPECIAL SITUATIONS FD III FMV 38,831 38,831
MS REAL ESTATE FD VII FMV 13,125 13,125
MSSB EUROPEAN PRINCIPAL ACCESS OFFSHORE FEEDER FUND FMV 649,509 649,509
STRATEGIC OPS FUND II (RIVERVIEW) FMV 842,800 842,800
LVP III ASSOCIATES, LP - CRT FMV 78,529 78,529
WHIPPOORWILL DISTRESSED OPPORTUNITY FUND LP FMV 57,483 57,483
AIP CHFS CAYMAN FMV 53,759,363 53,759,363
MS EVOLUTION TECH FD III FMV 2,687,203 2,687,203
OWL VENTURES LP FMV 1,970,911 1,970,911
USVP XI, LP FMV 8,011,034 8,011,034
MISSION BAY CAPITAL FUND II FMV 2,483,022 2,483,022
ENTRUST SPECIAL OPPORTUNITIES III FMV 1,827,825 1,827,825
OWL VENTURES II, LP FMV 752,783 752,783
MISSION BAY CAPITAL LLC FMV 518,090 518,090
US VENTURE PARTNERS IX FMV 165,183 165,183
USVP X AFFILIATES, LP FMV 615,156 615,156
ENTRUST SPECIAL OPPORT FD LTDII FMV 15,163 15,163
PIVOTNORTH FUND I, LP FMV 1,418,971 1,418,971
1255 TREAT BLVD - FLARE CAPITAL PARTNERS FMV 1,894,856 1,894,856
MBS BIOLABS/QB3 INCUBATORS FMV 236,015 236,015
MOBILE CANDY DISH, INC FMV 50,000 50,000
BRILLIANT LIGHT POWER FMV 104,400 104,400

TY 2024 OtherAssetsSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST RECEIVABLE 316,260 436,945 436,945
DIVIDEND RECEIVABLE 32,147 100,344 100,344


TY 2024 OtherDecreasesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Amount
DEFERRED EXCISE TAX EXPENSE 87,940


TY 2024 OtherExpensesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS EXPENSES 36 0   36


TY 2024 OtherIncomeSchedule2
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PASSTHROUGH INCOME (LOSSES)   -43,331  


TY 2024 OtherIncreasesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Amount
UNREALIZED GAINS ON INVESTMENTS 10,255,833


TY 2024 OtherLiabilitiesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 1,564,297 1,652,237
EXCISE TAX LIABILITY 129,975 57,238


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 1,618,058 1,618,058   0
FOUNDATION MANAGEMENT FEES 370,000 55,500   314,500


TY 2024 TaxesSchedule
Name:
WILLIAM K BOWES JR FOUNDATION
EIN:
94-3148482
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 192,263 0   0
STATE TAX 6,120 0   400
FOREIGN TAXES PAID 9,385 9,385   0