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
BARBARA & CARL D ARNOLD JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)121 WARBLER LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRISBANE, CA94005
A Employer identification number

94-3382597
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,071,757J 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 26 26 26
4 Dividends and interest from securities... 23,417 23,417 23,417
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,333
b Gross sales price for all assets on line 6a 314,219
7 Capital gain net income (from Part IV, line 2)... 66,333
8 Net short-term capital gain......... 4,285
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 89,776 89,776 27,728
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,482      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
29,661 27,311    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5 5    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,439      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
620      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,207 27,316   0
25 Contributions, gifts, grants paid....... 34,792 34,792
26 Total expenses and disbursements. Add lines 24 and 25 74,999 27,316   34,792
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,777
b Net investment income (if negative, enter -0-) 62,460
c Adjusted net income (if negative, enter -0-)... 27,728
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.............      
2 Savings and temporary cash investments......... 54,364 21,350 21,350
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) 78,378 Click to see attachment
List of Attached Documents:
// Content
89,774 		86,851
b Investments—corporate stock (attach schedule)....... 446,270 Click to see attachment
List of Attached Documents:
// Content
435,598 		760,146
c Investments—corporate bonds (attach schedule)....... 203,183 Click to see attachment
List of Attached Documents:
// Content
212,082 		203,410
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 782,195 758,804 1,071,757
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 782,195 758,804
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)..... 782,195 758,804
30 Total liabilities and net assets/fund balances (see instructions). 782,195 758,804
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
782,195
2
Enter amount from Part I, line 27a .....................
2
14,777
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
796,972
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
38,168
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
758,804
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 5 APPLE INC P 2019-06-04 2024-10-10
b 7 APPLE INC P 2009-08-10 2024-03-08
c 7 APPLE INC P 2019-06-04 2024-03-08
d 4 APPLE INC P 2009-08-10 2024-02-07
e 12 APPLE INC P 2009-08-10 2024-01-11
3 SCHWAB CHARLES CORP COM P 2022-07-11 2024-10-10
6 SCHWAB CHARLES CORP COM P 2022-07-11 2024-07-02
4 SCHWAB CHARLES CORP COM P 2022-07-11 2024-02-07
2 ABBOTT LABORATORIES P 2019-05-07 2024-10-10
4 ABBOTT LABORATORIES P 2019-05-07 2024-07-02
2 ABBOTT LABORATORIES P 2019-05-07 2024-02-07
1 DISNEY WALT CO COM P 2020-06-17 2024-10-10
4 DISNEY WALT CO COM P 2020-06-17 2024-07-02
2 DISNEY WALT CO COM P 2020-06-17 2024-02-07
1 BOSTON SCIENTIFIC CORP P 2020-05-21 2024-10-10
19 BOSTON SCIENTIFIC CORP P 2020-05-21 2024-09-23
6 BOSTON SCIENTIFIC CORP P 2020-05-21 2024-07-02
4 BOSTON SCIENTIFIC CORP P 2020-05-21 2024-02-07
37 HONEYWELL INTERNATIONAL INC COM USD1 P 2023-05-03 2024-09-17
2 HONEYWELL INTERNATIONAL INC COM USD1 P 2023-05-03 2024-07-02
1 HONEYWELL INTERNATIONAL INC COM USD1 P 2023-05-03 2024-02-07
1 TJX COMPANIES INC P 2022-06-30 2024-10-10
4 TJX COMPANIES INC P 2022-06-30 2024-07-02
3 TJX COMPANIES INC P 2022-06-30 2024-02-07
2 UNITEDHEALTH GROUP INC P 2016-09-16 2024-07-02
1 CONSTELLATION BRANDSINC COM USD0.01 CLASS A P 2020-04-07 2024-10-10
1 CONSTELLATION BRANDSINC COM USD0.01 CLASS A P 2020-04-02 2024-02-07
5 WESTERN DIGITAL CORP. COM P 2024-02-28 2024-10-10
3 WESTERN DIGITAL CORP. COM P 2024-02-28 2024-07-02
2 BECTON DICKINSON &COCOM USD1.00 P 2023-08-09 2024-07-02
1 BECTON DICKINSON &COCOM USD1.00 P 2023-08-09 2024-02-07
1 ELI LILLY &CO COM P 2017-01-04 2024-07-02
1 PARKER-HANNIFIN CORPCOM P 2020-05-05 2024-10-10
3 PARKER-HANNIFIN CORPCOM P 2020-05-05 2024-03-06
1 PROCTER AND GAMBLE CO COM P 2021-10-06 2024-10-10
4 PROCTER AND GAMBLE CO COM P 2021-10-06 2024-07-02
2 PROCTER AND GAMBLE CO COM P 2020-01-29 2024-02-07
80 SOUTHWEST AIRLINES CO P 2022-01-12 2024-04-03
69 SOUTHWEST AIRLINES CO P 2021-12-28 2024-04-03
5 SOUTHWEST AIRLINES CO P 2021-12-28 2024-02-07
1 MERCK &CO. INC COM P 2024-01-09 2024-10-10
4 MERCK &CO. INC COM P 2024-01-09 2024-07-02
2 MERCK &CO. INC COM P 2024-01-09 2024-02-07
12 AMGEN INC P 2023-09-18 2024-12-11
12 AMGEN INC P 2023-09-21 2024-12-11
5 AMGEN INC P 2023-09-27 2024-12-11
1 AMGEN INC P 2023-09-18 2024-10-10
3 AMGEN INC P 2023-09-18 2024-07-02
2 CENCORA INC COM P 2020-03-03 2024-07-02
1 CENCORA INC COM P 2020-03-03 2024-02-07
2 CSX CORP COM USD1 P 2023-05-12 2024-10-10
10 CSX CORP COM USD1 P 2023-05-12 2024-07-02
6 CSX CORP COM USD1 P 2023-05-12 2024-02-07
17 ORACLE CORP P 2023-03-10 2024-11-26
4 ORACLE CORP P 2023-03-10 2024-07-02
3 ORACLE CORP P 2023-03-10 2024-02-07
2 JPMORGAN CHASE &CO. COM P 2009-12-31 2024-10-10
8 JPMORGAN CHASE &CO. COM P 2009-12-31 2024-08-07
5 JPMORGAN CHASE &CO. COM P 2009-12-31 2024-07-02
2 JPMORGAN CHASE &CO. COM P 2009-12-31 2024-02-07
1 THERMO FISHER SCIENTIFIC INC P 2016-12-07 2024-07-02
1 TARGET CORP P 2020-03-05 2024-10-10
3 TARGET CORP P 2020-03-05 2024-07-02
1 TARGET CORP P 2020-03-05 2024-02-07
7 BRISTOL-MYERS SQUIBBCO COM P 2021-12-27 2024-01-09
59 BRISTOL-MYERS SQUIBBCO COM P 2021-02-08 2024-01-09
28 BRISTOL-MYERS SQUIBBCO COM P 2021-02-19 2024-01-09
14 BRISTOL-MYERS SQUIBBCO COM P 2021-12-06 2024-01-09
1 STARBUCKS CORP COM USD0.001 P 2021-09-09 2024-02-07
8 CVS HEALTH CORPORATION COM USD0.01 P 2021-12-27 2024-08-22
13 CVS HEALTH CORPORATION COM USD0.01 P 2021-06-16 2024-08-22
16 CVS HEALTH CORPORATION COM USD0.01 P 2023-02-09 2024-08-22
22 CVS HEALTH CORPORATION COM USD0.01 P 2023-04-24 2024-08-22
43 CVS HEALTH CORPORATION COM USD0.01 P 2021-06-16 2024-07-09
8 CVS HEALTH CORPORATION COM USD0.01 P 2021-06-16 2024-07-02
54 EXXON MOBIL CORP COM P 2022-05-25 2024-10-30
61 EXXON MOBIL CORP COM P 2022-05-25 2024-10-21
4 EXXON MOBIL CORP COM P 2022-05-25 2024-10-10
7 EXXON MOBIL CORP COM P 2022-05-25 2024-07-02
3 EXXON MOBIL CORP COM P 2022-05-25 2024-02-07
3 CONOCOPHILLIPS COM P 2019-07-18 2024-10-10
1 CONOCOPHILLIPS COM P 2019-07-18 2024-07-02
1 CONOCOPHILLIPS COM P 2019-07-18 2024-02-07
139 AT&T INC COM USD1 P 2022-04-22 2024-10-04
91 AT&T INC COM USD1 P 2023-12-19 2024-10-04
12 AT&T INC COM USD1 P 2022-04-23 2024-10-04
122 AT&T INC COM USD1 P 2022-04-22 2024-09-26
12 AT&T INC COM USD1 P 2022-04-22 2024-07-02
129 AT&T INC COM USD1 P 2022-04-22 2024-05-29
10 AT&T INC COM USD1 P 2022-04-22 2024-02-07
4 MICROSOFT CORP P 2007-05-02 2024-10-10
7 MICROSOFT CORP P 2007-05-02 2024-07-02
4 MICROSOFT CORP P 2007-05-02 2024-02-07
4 WELLS FARGO CO NEW COM P 2021-02-24 2024-10-10
7 WELLS FARGO CO NEW COM P 2021-02-24 2024-07-02
35 WELLS FARGO CO NEW COM P 2021-02-24 2024-04-25
5 WELLS FARGO CO NEW COM P 2021-02-24 2024-02-07
2 LOWES COMPANIES INC COM USD0.50 P 2020-07-14 2024-07-02
1 LOWES COMPANIES INC COM USD0.50 P 2020-07-14 2024-02-07
31 MICRON TECHNOLOGY INC P 2023-11-10 2024-07-25
12 MICRON TECHNOLOGY INC P 2023-04-12 2024-07-25
21 MICRON TECHNOLOGY INC P 2023-03-31 2024-07-16
9 MICRON TECHNOLOGY INC P 2023-04-12 2024-07-16
3 MICRON TECHNOLOGY INC P 2023-03-31 2024-07-02
17 MICRON TECHNOLOGY INC P 2023-03-31 2024-06-04
20 MICRON TECHNOLOGY INC P 2023-03-31 2024-05-23
6 MICRON TECHNOLOGY INC P 2023-03-31 2024-02-07
5 SCHLUMBERGER LIMITEDCOM USD0.01 P 2021-12-27 2024-10-10
5 SCHLUMBERGER LIMITEDCOM USD0.01 P 2021-03-05 2024-07-02
3 SCHLUMBERGER LIMITEDCOM USD0.01 P 2021-12-27 2024-07-02
1 SCHLUMBERGER LIMITEDCOM USD0.01 P 2021-03-05 2024-02-07
2 THE HARTFORD INSURANCE GROUP, INC. COMMON STOCK P 2020-05-14 2024-10-10
1 THE HARTFORD INSURANCE GROUP, INC. COMMON STOCK P 2020-05-14 2024-07-02
18 THE HARTFORD INSURANCE GROUP, INC. COMMON STOCK P 2020-05-14 2024-06-27
2 THE HARTFORD INSURANCE GROUP, INC. COMMON STOCK P 2020-05-14 2024-02-07
2 TAKE-TWO INTERACTIVESOFTWARE INC P 2022-03-29 2024-07-02
1 TAKE-TWO INTERACTIVESOFTWARE INC P 2022-03-29 2024-02-07
6 AMAZON.COM INC P 2017-07-10 2024-10-10
9 AMAZON.COM INC P 2017-07-10 2024-07-02
6 AMAZON.COM INC P 2017-07-10 2024-02-07
1 PROLOGIS INC. COM P 2020-12-04 2024-10-10
1 PROLOGIS INC. COM P 2020-12-04 2024-02-07
1 QUANTA SERVICES COM USD0.00001 P 2019-08-07 2024-10-10
1 QUANTA SERVICES COM USD0.00001 P 2019-08-07 2024-07-02
6 QUANTA SERVICES COM USD0.00001 P 2019-08-07 2024-05-01
1 QUANTA SERVICES COM USD0.00001 P 2019-08-07 2024-02-07
18 MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A P 2021-02-03 2024-05-14
8 MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A P 2021-02-03 2024-04-09
10 MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A P 2021-02-03 2024-03-21
1 MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A P 2021-02-03 2024-02-07
15 NVIDIA CORPORATION COM P 2023-05-26 2024-10-10
19 NVIDIA CORPORATION COM P 2023-05-26 2024-08-28
7 NVIDIA CORPORATION COM P 2023-05-26 2024-08-12
24 NVIDIA CORPORATION COM P 2023-05-26 2024-07-02
1 NVIDIA CORPORATION COM P 2023-05-26 2024-02-07
2 NETFLIX INC P 2022-07-22 2024-11-26
1 NETFLIX INC P 2022-07-22 2024-07-02
3 NETFLIX INC P 2022-07-22 2024-06-27
1 SALESFORCE INC COM P 2022-11-11 2024-10-10
2 SALESFORCE INC COM P 2022-11-11 2024-07-02
1 SALESFORCE INC COM P 2022-11-11 2024-02-07
5 ALPHABET INC CAP STKCL A P 2019-01-15 2024-10-10
2 ALPHABET INC CAP STKCL A P 2016-01-29 2024-07-02
9 ALPHABET INC CAP STKCL A P 2019-01-15 2024-07-02
7 ALPHABET INC CAP STKCL A P 2016-01-29 2024-02-07
1 INTERCONTINENTAL EXCHANGE INC COM USD0.01 P 2023-02-08 2024-10-10
3 INTERCONTINENTAL EXCHANGE INC COM USD0.01 P 2023-02-08 2024-07-02
2 INTERCONTINENTAL EXCHANGE INC COM USD0.01 P 2023-02-08 2024-02-07
1 MASTERCARD INCORPORATED CL A P 2020-12-04 2024-10-10
2 MASTERCARD INCORPORATED CL A P 2020-12-04 2024-07-02
3 MASTERCARD INCORPORATED CL A P 2020-12-04 2024-02-12
1 MASTERCARD INCORPORATED CL A P 2020-12-04 2024-02-07
19 DELTA AIR LINES INC P 2024-04-03 2024-11-26
4 DELTA AIR LINES INC P 2024-04-10 2024-11-26
14 DELTA AIR LINES INC P 2024-05-14 2024-11-26
40 DELTA AIR LINES INC P 2024-04-03 2024-11-05
4 DELTA AIR LINES INC P 2024-04-03 2024-07-02
1 LULULEMON ATHLETICA INC COM USD0.005 P 2024-04-17 2024-10-10
2 TESLA INC COM P 2023-01-18 2024-07-02
2 NXP SEMICONDUCTORS NV P 2021-02-08 2024-02-12
13 NXP SEMICONDUCTORS NV P 2021-03-30 2024-02-12
1 NXP SEMICONDUCTORS NV P 2021-02-08 2024-02-07
12 NXP SEMICONDUCTORS NV P 2021-01-08 2024-01-30
3 NXP SEMICONDUCTORS NV P 2021-02-08 2024-01-30
2 GENERAL MTRS CO COM P 2020-10-21 2024-10-10
7 GENERAL MTRS CO COM P 2020-10-21 2024-07-02
2 GENERAL MTRS CO COM P 2020-10-21 2024-02-07
3 DUKE ENERGY CORP NEWCOM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 P 2019-11-27 2024-10-10
6 DUKE ENERGY CORP NEWCOM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 P 2019-11-27 2024-07-02
2 DUKE ENERGY CORP NEWCOM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 P 2019-11-27 2024-02-07
1 AMERICAN TOWER CORP NEW COM P 2017-12-20 2024-10-10
1 AMERICAN TOWER CORP NEW COM P 2017-12-20 2024-02-07
1 META PLATFORMS INC CLASS A COMMON STOCK P 2017-10-05 2024-10-10
8 META PLATFORMS INC CLASS A COMMON STOCK P 2017-08-31 2024-07-16
2 META PLATFORMS INC CLASS A COMMON STOCK P 2017-08-21 2024-07-02
7 META PLATFORMS INC CLASS A COMMON STOCK P 2017-08-21 2024-02-28
2 META PLATFORMS INC CLASS A COMMON STOCK P 2017-08-21 2024-02-07
2 ABBVIE INC COM USD0.01 P 2020-04-03 2024-10-10
3 ABBVIE INC COM USD0.01 P 2020-04-03 2024-07-02
2 ABBVIE INC COM USD0.01 P 2020-04-03 2024-02-07
5000 SACRAMENTO CNTY CALIF PENSION OBLIG 07.25000% 08/01/2025TAXABLE PENSION OBLIG BDS SER. 2013 P 2021-05-12 2024-08-01
92 ARAMARK COM P 2023-10-18 2024-07-22
108 ARAMARK COM P 2023-10-31 2024-07-22
13 ARAMARK COM P 2023-10-18 2024-07-02
4 ARAMARK COM P 2023-10-18 2024-02-07
6000 UNITED STATES TREAS SER B-2024 2.75000% 02/15/2024 NTS NOTE P 2023-11-14 2024-02-15
12000 CISCO SYS INC NOTE CALL MAKE WHOLE3.62500% 03/04/2024 P 2017-09-19 2024-03-04
12000 BLACKROCK INC NOTE CALL MAKE WHOLE3.50000% 03/18/2024 P 2016-11-16 2024-03-18
12000 TARGET CORP MTN BE NOTE CALL MAKE WHOLE3.50000% 07/01/2024 ISIN #US87612EBD76 SEDOL #BNGK554 P 2016-11-16 2024-07-01
5 KRAFT HEINZ CO COM P 2020-09-10 2024-10-10
10 KRAFT HEINZ CO COM P 2020-09-10 2024-07-02
5 KRAFT HEINZ CO COM P 2020-09-10 2024-02-07
57 PAYPAL HLDGS INC COM P 2022-08-24 2024-04-17
31 PAYPAL HLDGS INC COM P 2023-01-05 2024-04-17
2 PAYPAL HLDGS INC COM P 2022-08-24 2024-02-07
1 JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 P 2021-06-10 2024-10-10
7 JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 P 2021-06-10 2024-07-02
2 JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 P 2021-06-10 2024-02-07
2 BROADCOM INC COM P 2022-07-28 2024-10-10
1 BROADCOM INC COM P 2022-07-28 2024-07-02
2 BROADCOM INC COM P 2022-07-28 2024-06-17
1 BROADCOM INC COM P 2022-07-28 2024-02-07
109 FOX CORP CL A COM P 2021-03-16 2024-06-07
64 FOX CORP CL A COM P 2022-05-16 2024-06-07
4 AVANTOR INC COM P 2021-02-08 2024-10-10
12 AVANTOR INC COM P 2021-02-08 2024-07-02
6 AVANTOR INC COM P 2021-02-08 2024-02-07
7000 BANK AMERICA CORP SER N MTN 2.45600% 10/22/2025 P 2020-06-11 2024-10-22
5000 BANK AMERICA CORP SER N MTN 2.45600% 10/22/2025 P 2020-08-06 2024-10-22
4000 BANK AMERICA CORP SER N MTN 2.45600% 10/22/2025 P 2021-06-24 2024-10-22
12000 UNITED STATES TREAS SER BG-2024 3.25000% 08/31/2024 NTS NOTE P 2022-10-05 2024-09-03
12000 INTEL CORP NOTE CALL MAKE WHOLE5.20000% 02/10/2033 P 2024-07-02 2024-08-28
1 LINDE PLC COM EUR0.001 P 2020-03-17 2024-10-10
1 LINDE PLC COM EUR0.001 P 2020-03-17 2024-07-02
1 LINDE PLC COM EUR0.001 P 2020-03-17 2024-02-07
0 GOVT NATL MTG ASSN SER 2023-173 CL PA 7.00000% 05/20/2053 P 2024-03-25 2024-12-20
0 GOVT NATL MTG ASSN SER 2023-173 CL PA 7.00000% 05/20/2053 P 2024-03-25 2024-11-20
0 GOVT NATL MTG ASSN SER 2023-173 CL PA 7.00000% 05/20/2053 P 2024-03-25 2024-10-20
0 GOVT NATL MTG ASSN SER 2023-173 CL PA 7.00000% 05/20/2053 P 2024-03-25 2024-09-20
0 GOVT NATL MTG ASSN SER 2023-173 CL PA 7.00000% 05/20/2053 P 2024-03-25 2024-08-20
0 GOVT NATL MTG ASSN SER 2023-173 CL PA 7.00000% 05/20/2053 P 2024-03-25 2024-07-20
0 GOVT NATL MTG ASSN SER 2023-173 CL PA 7.00000% 05/20/2053 P 2024-03-25 2024-06-20
0 GOVT NATL MTG ASSN SER 2023-173 CL PA 7.00000% 05/20/2053 P 2024-03-25 2024-05-20
0 GOVT NATL MTG ASSN SER 2023-173 CL PA 7.00000% 05/20/2053 P 2024-03-25 2024-04-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-12-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-11-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-10-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-09-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-08-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-07-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-06-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-05-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-04-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-03-20
0 GOVT NATL MTG ASSN SER 2023-173 CL EA 7.00000% 02/20/2052 P 2024-01-17 2024-02-20
0 GOVT NATL MTG ASSN II POOL #MA9781 6.50000% 07/20/2054 P 2024-10-22 2024-12-20
0 GOVT NATL MTG ASSN II POOL #MA9781 6.50000% 07/20/2054 P 2024-10-22 2024-11-20
0 GOVT NATL MTG ASSN II POOL #MA9904 4.50000% 09/20/2054 P 2024-09-05 2024-12-20
0 GOVT NATL MTG ASSN II POOL #MA9904 4.50000% 09/20/2054 P 2024-09-05 2024-11-20
0 GOVT NATL MTG ASSN II POOL #MA9904 4.50000% 09/20/2054 P 2024-09-05 2024-10-20
1 BLACKROCK INC COM P 2020-01-23 2024-10-10
(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 1,145   223 922
b 1,200   41 1,159
c 1,200   312 888
d 758   24 734
e 2,239   71 2,168
200   190 10
440   379 61
249   253 -4
231   154 77
411   307 104
228   154 74
93   117 -24
389   470 -81
197   235 -38
86   35 51
1,597   674 923
457   213 244
261   142 119
7,577   7,394 183
424   400 24
194   200 -6
112   56 56
442   225 217
294   168 126
993   276 717
240   150 90
245   130 115
320   289 31
232   173 59
456   568 -112
241   284 -43
897   75 822
630   158 472
1,595   474 1,121
169   140 29
653   558 95
318   251 67
2,248   3,620 -1,372
1,939   2,929 -990
156   212 -56
109   109  
509   474 35
255   237 18
3,150   3,165 -15
3,150   3,244 -94
1,313   1,346 -33
321   264 57
928   791 137
443   174 269
238   87 151
69   64 5
337   320 17
224   192 32
3,239   1,413 1,826
572   333 239
349   249 100
425   84 341
1,643   336 1,307
1,034   210 824
349   84 265
536   142 394
156   107 49
435   322 113
147   107 40
360   434 -74
3,030   3,534 -504
1,438   1,706 -268
719   795 -76
96   120 -24
461   815 -354
749   1,111 -362
922   1,448 -526
1,267   1,600 -333
2,442   3,673 -1,231
463   683 -220
6,326   5,201 1,125
7,312   5,875 1,437
494   385 109
799   674 125
305   289 16
336   181 155
114   60 54
112   60 52
3,047   2,738 309
1,995   1,510 485
263   237 26
2,647   2,403 244
225   236 -11
2,211   2,541 -330
174   197 -23
1,662   123 1,539
3,192   215 2,977
1,646   123 1,523
230   152 78
424   266 158
2,108   1,330 778
240   190 50
425   277 148
221   139 82
3,385   2,304 1,081
1,310   765 545
2,682   1,290 1,392
1,150   574 576
396   184 212
2,144   1,044 1,100
2,521   1,228 1,293
508   368 140
224   148 76
232   144 88
139   89 50
47   29 18
233   65 168
100   32 68
1,844   582 1,262
180   65 115
310   317 -7
169   159 10
1,119   299 820
1,784   449 1,335
1,019   299 720
118   98 20
131   98 33
306   33 273
246   33 213
1,525   195 1,330
207   33 174
4,281   2,242 2,039
2,028   996 1,032
2,546   1,245 1,301
250   124 126
2,015   580 1,435
2,386   735 1,651
770   271 499
2,941   928 2,013
692   387 305
1,745   444 1,301
675   222 453
2,053   667 1,386
289   159 130
513   317 196
288   159 129
810   268 542
368   76 292
1,654   482 1,172
1,015   265 750
160   110 50
419   329 90
255   219 36
497   343 154
880   686 194
1,376   1,030 346
461   343 118
1,228   889 339
259   189 70
905   743 162
2,331   1,871 460
187   187  
274   344 -70
458   257 201
479   372 107
3,111   2,547 564
223   186 37
2,578   2,161 417
644   559 85
95   72 23
327   252 75
77   72 5
340   264 76
596   529 67
190   176 14
218   141 77
192   141 51
585   170 415
3,928   1,373 2,555
1,011   335 676
3,390   1,173 2,217
938   335 603
388   149 239
499   223 276
349   149 200
5,000   5,262 -262
3,032   2,461 571
3,559   2,910 649
430   348 82
117   107 10
6,000   5,960 40
12,000   12,000  
12,000   12,000  
12,000   12,000  
174   157 17
318   314 4
185   157 28
3,597   5,364 -1,767
1,956   2,374 -418
128   188 -60
77   67 10
463   471 -8
107   107  
370   107 263
1,639   534 1,105
3,634   1,068 2,566
1,248   534 714
3,760   4,806 -1,046
2,207   2,162 45
98   120 -22
247   359 -112
142   180 -38
7,000   7,073 -73
5,000   5,063 -63
4,000   4,043 -43
12,000   11,796 204
11,963   11,954 9
468   164 304
425   164 261
422   164 258
251   256 -5
627   639 -12
444   452 -8
603   615 -12
5,524   5,627 -103
2,131   2,171 -40
388   396 -8
96   98 -2
33   34 -1
732   750 -18
859   880 -21
865   885 -20
776   795 -19
1,451   1,487 -36
760   779 -19
266   272 -6
118   121 -3
31   31  
59   60 -1
32   33 -1
35   36 -1
31   31  
15   15  
17   16 1
16   16  
955   544 411
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       922
b       1,159
c       888
d       734
e       2,168
      10
      61
      -4
      77
      104
      74
      -24
      -81
      -38
      51
      923
      244
      119
      183
      24
      -6
      56
      217
      126
      717
      90
      115
      31
      59
      -112
      -43
      822
      472
      1,121
      29
      95
      67
      -1,372
      -990
      -56
       
      35
      18
      -15
      -94
      -33
      57
      137
      269
      151
      5
      17
      32
      1,826
      239
      100
      341
      1,307
      824
      265
      394
      49
      113
      40
      -74
      -504
      -268
      -76
      -24
      -354
      -362
      -526
      -333
      -1,231
      -220
      1,125
      1,437
      109
      125
      16
      155
      54
      52
      309
      485
      26
      244
      -11
      -330
      -23
      1,539
      2,977
      1,523
      78
      158
      778
      50
      148
      82
      1,081
      545
      1,392
      576
      212
      1,100
      1,293
      140
      76
      88
      50
      18
      168
      68
      1,262
      115
      -7
      10
      820
      1,335
      720
      20
      33
      273
      213
      1,330
      174
      2,039
      1,032
      1,301
      126
      1,435
      1,651
      499
      2,013
      305
      1,301
      453
      1,386
      130
      196
      129
      542
      292
      1,172
      750
      50
      90
      36
      154
      194
      346
      118
      339
      70
      162
      460
       
      -70
      201
      107
      564
      37
      417
      85
      23
      75
      5
      76
      67
      14
      77
      51
      415
      2,555
      676
      2,217
      603
      239
      276
      200
      -262
      571
      649
      82
      10
      40
       
       
       
      17
      4
      28
      -1,767
      -418
      -60
      10
      -8
       
      263
      1,105
      2,566
      714
      -1,046
      45
      -22
      -112
      -38
      -73
      -63
      -43
      204
      9
      304
      261
      258
      -5
      -12
      -8
      -12
      -103
      -40
      -8
      -2
      -1
      -18
      -21
      -20
      -19
      -36
      -19
      -6
      -3
       
      -1
      -1
      -1
       
       
      1
       
      411
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 66,333
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 4,285
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) 1 868
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 868
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 868
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 744
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 744
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 124
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowCARL D ARNOLD III Telephone no.right arrow (650) 754-5000

Located atright arrow121 WARBLER LANEBRISBANECA ZIP+4right arrow94005
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CARL D ARNOLD III President
2.00 		0    
121 WARBLER LANE
BRISBANE,CA94005
JOHANA ARNOLD Secretary
2.00 		0    
802 KEMP HILL ROAD
DELANCEY,NY13752
CARL D ARNOLD III Treasurer
2.00 		0    
121 WARBLER LANE
BRISBANE,CA94005
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (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
1,022,564
b
Average of monthly cash balances.......................
1b
18,542
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,041,106
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,041,106
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
15,617
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,025,489
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
51,274
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
51,274
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
868
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
868
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
50,406
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
50,406
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
50,406
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
34,792
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
34,792
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 50,406
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 10,448
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 34,792
a Applied to 2023, but not more than line 2a 10,448
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 24,344
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		26,062
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
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

CITIZENS CLIMATE EDUCATION

1330 ORANGE AVENUE 309
CORONADO,CA92118 		  PC GENERAL SUPPORT 1,500

DAWN REDWOODS TRUST

1 BLACKFIELD DRIVE
TIBURON,CA94920 		  PC GENERAL SUPPORT 1,000

DELHI FIREFIGHTERS FOUNDATION

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

FAMILY PLANNING OF SOUTH CENTRAL NY INC

37 DIETZ STREET
ONEONTA,NY13820 		  PC GENERAL SUPPORT 1,000
HEART OF THE CATSKILLS HUMANE SOCIE


46610 NY-10
DELHI,NY13753 		  PC GENERAL SUPPORT 500

HELIOS CARE HOSPICE

297 RIVER ST SERVICE RD STE 1
ONEONTA,NY13820 		  PC GENERAL SUPPORT 1,000

KIDS IN NEED OF DEFENSE

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

NATIONAL RESOURCE DEFENSE COUNCIL

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

PLUMP JACK FOUNDATION

3138 FILLMORE STREET
SAN FRANCISCO,CA94123 		  PC GENERAL SUPPORT 315

ROTARY CLUB CLOVERDALE

PO BOX 388
CLOVERDALE,CA95425 		  PC GENERAL SUPPORT 226

THE FIRST TEE

99 HARDING ROAD
SAN FRANCISCO,CA94132 		  PC GENERAL SUPPORT 3,075

WILDLAND FIREFIGHTER FOUNDATION

2049 AIRPORT WAY
BOISE,ID83705 		  PC GENERAL SUPPORT 5,000

YOUTH ON COURSE

3200 LOPEZ ROAD
PEBBLE BEACH,CA93953 		  PC GENERAL SUPPORT 526
DOCTORS WITHOUT BORDERS


PO BOX 5030
Hagerstown,MD21741 		  PC GENERAL SUPPORT 2,000
ARTHRITUS FOUNDATION


90 New Montgomery Street Suite 710
San Francisco,CA94105 		  PC GENERAL SUPPORT 1,000
WORLD CENTRAL KITCHEN INC


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

ACADEMY OF ART UNIVERSITY FOUNDATION

79 NEW MONTGOMERY ST
SAN FRANCISCO,CA94105 		  PC GENERAL SUPPORT 1,650

BOY SCOUTS OF AMERICA GOLDEN GATE AREA

6601 OWENS DRIVE SUITE 100
PLEASANTON,CA94588 		  PC GENERAL SUPPORT 1,500

ALCATRAZ SWIM FOR SIGHT

269 S BEVERLY DR
BEVERLY HILLS,CA90212 		  PC GENERAL SUPPORT 1,000

DAYGLOW MUSIC

PO BOX 4474
VALLEY VILLAGE,CA91617 		  PC GENERAL SUPPORT 1,000

GLAD TIDINGS INTERNATIONAL COGIC

970 GLAD TIDINGS WAY
HAYWARD,CA94544 		  PC GENERAL SUPPORT 500

HILLSBOROUGH SCHOOLS FOUNDATION

300 EL CERRITO AVE
HILLSBOROUGH,CA94010 		  PC GENERAL SUPPORT 1,000

PACHAMAMA ALLIANCE

PO BOX 29191
SAN FRANCISCO,CA94129 		  PC GENERAL SUPPORT 2,000
Total .................................right arrow 3a 34,792
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		        26
4 Dividends and interest from securities ....         23,417
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        66,333
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) ..     89,776
13Total. Add line 12, columns (b), (d), and (e)..................
13
89,776
(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: 24020490
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 5,482 0 0 0

TY 2024 InvestmentsCorpBondsSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
24020490
Software Version:
2024v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 212,082 203,410

TY 2024 InvestmentsCorpStockSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
24020490
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 435,598 760,146

TY 2024 InvestmentsGovtObligationsSch
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
24020490
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

20,016
US Government Securities - End of Year Fair Market Value:

20,016
State & Local Government Securities - End of Year Book Value:


69,758
State & Local Government Securities - End of Year Fair Market Value:


66,835


TY 2024 OtherDecreasesSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
24020490
Software Version:
2024v5.1
Description Amount
FEDERAL EXCISE TAX 777


TY 2024 OtherExpensesSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
24020490
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 70      
OFFICE EXPENSE 550      


TY 2024 OtherProfessionalFeesSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 27,311 27,311 0 0
TAX PREPARATION 2,350 0 0 0


TY 2024 TaxesSchedule
Name:
BARBARA & CARL D ARNOLD JR FOUNDATION
EIN:
94-3382597
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 5 5