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

94-6079493
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$9,290,559J 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 41,154 41,154  
4 Dividends and interest from securities... 181,704 181,704  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,278,503
b Gross sales price for all assets on line 6a 10,907,543
7 Capital gain net income (from Part IV, line 2)... 2,278,503
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).......      
12 Total. Add lines 1 through 11........ 2,501,361 2,501,361  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,500 950   3,135
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
140,771 14,077   112,617
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
36,479 1,946   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,275 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 190,025 16,973   115,752
25 Contributions, gifts, grants paid....... 2,270,000 2,270,000
26 Total expenses and disbursements. Add lines 24 and 25 2,460,025 16,973   2,385,752
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 41,336
b Net investment income (if negative, enter -0-) 2,484,388
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............. 143,394 34,483 34,483
2 Savings and temporary cash investments......... 873,120    
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) 456,927 Click to see attachment
List of Attached Documents:
// Content
9,253,216 		9,253,216
b Investments—corporate stock (attach schedule)....... 6,364,355 0 0
c Investments—corporate bonds (attach schedule)....... 2,155,965 0 0
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).......... 625,160 0 0
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
5,285 		Click to see attachment
List of Attached Documents:
// Content
2,860 		Click to see attachment
List of Attached Documents:
// Content
2,860
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,624,206 9,290,559 9,290,559
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
19,503 		Click to see attachment
List of Attached Documents:
// Content
28,333
23 Total liabilities (add lines 17 through 22)......... 19,503 28,333
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........... 10,604,703 9,262,226
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)..... 10,604,703 9,262,226
30 Total liabilities and net assets/fund balances (see instructions). 10,624,206 9,290,559
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
10,604,703
2
Enter amount from Part I, line 27a .....................
2
41,336
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
21,065
4
Add lines 1, 2, and 3 ..........................
4
10,667,104
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,404,878
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,262,226
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 CHARLES SCHWAB US REIT   2018-08-20 2024-06-04
b ISHARES GOLD   2018-08-20 2024-06-04
c SCHWAB EMERGING MARKETS EQUITY   2022-04-27 2024-06-04
d SCHWAB FUNDAMENTAL EMG MKTS   2018-08-20 2024-06-04
e SCHWAB FUNDAMENTAL INTL LARGE COM   2018-08-20 2024-06-04
SCHWAB FUNDAMENTAL INTL SMALL COM   2018-08-20 2024-06-04
SCHWAB FUNDAMENTAL US LARGE COM   2018-08-20 2024-06-04
SCHWAB FUNDAMENTAL US SMALL COM   2018-08-20 2024-06-04
SCHWAB INTERNATIONAL EQUITY   2018-08-20 2024-06-04
SCHWAB INTERNATIONAL SMALLCAP EQUITY   2018-08-20 2024-06-04
SCHWAB US LARGE CAP   2018-08-20 2024-06-04
SCHWAB US SMALL CAP   2018-08-20 2024-06-04
SCHWAB US TIPS   2018-08-20 2024-06-04
SCHWAB 5-10 YEAR CORP BOND   2023-03-27 2024-06-04
VANGUARD GLOBAL EX-US REAL ESTATE   2018-08-20 2024-06-04
VANGUARD MORTGAGE BACKED SEC   2018-08-20 2024-06-04
ISHARES GOLD   2018-08-20 2024-08-06
VANGUARD MORTGAGE BACKED SEC   2018-09-20 2024-08-06
SCHWAB EMERGING MARKETS EQUITY   2023-12-12 2024-11-27
SCHWAB FUNDAMENTAL INTL EQUITY   2023-12-12 2024-11-27
SCHWAB FUNDAMENTAL EMG MKTS   2023-12-12 2024-11-27
SCHWAB FUNDAMENTAL INTL SMALL EQUITY   2023-12-12 2024-11-27
SCHWAB INTERMEDIATE TERM US TRS   2024-08-06 2024-11-27
SCHWAB INTERNATIONAL EQUITY   2024-08-06 2024-11-27
SCHWAB INTERNATIONAL SMALLCAP EQUITY   2023-12-12 2024-11-27
SCHWAB US LARGE CAP   2024-08-06 2024-11-27
CHARLES SCHWAB US REIT   2018-08-20 2024-11-27
SCHWAB EMERGING MARKETS EQUITY   2018-08-20 2024-11-27
SCHWAB FUNDAMENTAL INTL EQUITY   2018-08-20 2024-11-27
SCHWAB FUNDAMENTAL US SMALL COM   2018-08-20 2024-11-27
SCHWAB FUNDAMENTAL US LARGE COM   2018-08-20 2024-11-27
SCHWAB EMERGING MARKETS EQUITY   2018-08-20 2024-11-27
SCHWAB INTERNATIONAL SMALL EQUITY   2018-08-20 2024-11-27
SCHWAB INTERMEDIATE TERM US TRS   2018-08-20 2024-11-27
SCHWAB INTERNATIONAL EQUITY   2018-08-20 2024-11-27
SCHWAB INTERNATIONAL SMALLCAP EQUITY   2018-08-20 2024-11-27
SCHWAB US LARGE CAP   2018-08-20 2024-11-27
SCHWAB US SMALL CAP   2018-08-20 2024-11-27
SCHWAB US TIPS   2018-08-20 2024-11-27
SCHWAB 5-10 YEAR CORP BOND   2018-08-20 2024-11-27
SPDR BLOOMBERG EMG MRKT   2018-08-20 2024-11-27
VANGUARD GLOBAL EX-US REAL ESTATE   2018-08-20 2024-11-27
VANGUARD MORTGAGE BACKED SEC   2018-08-20 2024-01-27
(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 9,413   10,276 -863
b 29,389   15,257 14,132
c 57,276   57,191 85
d 108,736   103,512 5,224
e 92,455   75,334 17,121
44,338   41,774 2,564
148,761   97,376 51,385
83,966   66,046 17,920
43,955   36,771 7,184
31,259   30,221 1,038
113,517   67,150 46,367
62,881   47,677 15,204
2,755   2,897 -142
16,106   16,221 -115
7,059   9,601 -2,542
16,393   18,629 -2,236
202,455   102,625 99,830
225,436   241,226 -15,790
30,928   26,616 4,312
21,528   19,913 1,615
50,848   42,804 8,044
11,329   10,442 887
176,549   179,432 -2,883
231,753   221,450 10,303
3,123   2,806 317
33,267   28,835 4,432
232,434   212,413 20,021
493,060   457,271 35,789
648,818   452,635 196,183
800,221   391,867 408,354
1,229,959   601,214 628,745
670,470   571,758 98,712
381,168   361,059 20,109
453,209   479,232 -26,023
387,983   330,298 57,685
292,695   281,955 10,740
790,993   378,285 412,708
582,909   334,160 248,749
201,726   209,348 -7,622
806,039   792,273 13,766
193,668   218,618 -24,950
202,910   268,489 -65,579
683,806   716,083 -32,277
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       -863
b       14,132
c       85
d       5,224
e       17,121
      2,564
      51,385
      17,920
      7,184
      1,038
      46,367
      15,204
      -142
      -115
      -2,542
      -2,236
      99,830
      -15,790
      4,312
      1,615
      8,044
      887
      -2,883
      10,303
      317
      4,432
      20,021
      35,789
      196,183
      408,354
      628,745
      98,712
      20,109
      -26,023
      57,685
      10,740
      412,708
      248,749
      -7,622
      13,766
      -24,950
      -65,579
      -32,277
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 2,278,503
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 34,533
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 34,533
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 34,533
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 41,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,667
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,667 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
 
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 arrowWWW.WILLIAMGGILMOREFOUNDATION.ORG
14
The books are in care ofright arrowPACIFIC FOUNDATION SERVICES LLC Telephone no.right arrow (415) 561-6540

Located atright arrow1660 BUSH STREET SUITE 300SAN FRANCISCOCA ZIP+4right arrow94109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
 
 
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
JIM TITUS DIRECTOR
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
ROBERT BORTON PRESIDENT
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
MARY LEE BOKLUND CFO
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
ELIZABETH JUBB DIRECTOR
1.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
PACIFIC FOUNDATION SERVICES LLC FOUNDATION MANAGEMENT 140,771
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
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
8,757,564
b
Average of monthly cash balances.......................
1b
1,802,509
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,560,073
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
10,560,073
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
158,401
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,401,672
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
520,084
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
520,084
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
34,533
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
34,533
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
485,551
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
485,551
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
485,551
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
2,385,752
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
2,385,752
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 7 485,551
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...... 1,057,967
b From 2020...... 2,166,714
c From 2021...... 1,128,662
d From 2022...... 1,258,037
e From 2023...... 1,366,298
f Total of lines 3a through e ........ 6,977,678
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,385,752
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..... 485,551
e Remaining amount distributed out of corpus 1,900,201
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 8,877,879
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) ... 		1,057,967
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		7,819,912
10 Analysis of line 9:
a Excess from 2020.... 2,166,714
b Excess from 2021.... 1,128,662
c Excess from 2022.... 1,258,037
d Excess from 2023.... 1,366,298
e Excess from 2024.... 1,900,201
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 e-mail address of the person to whom applications should be addressed:
EUNICE VALENTINE
1660 BUSH STREET
SAN FRANCISCO,CA94109
(415) 561-6540
bThe form in which applications should be submitted and information and materials they should include:
FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.WILLIAMGGILMOREFOUNDATION.ORG
cAny submission deadlines:
FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.WILLIAMGGILMOREFOUNDATION.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FOR GUIDELINES AND MORE INFORMATION ABOUT THIS FOUNDATION, SEE WWW.WILLIAMGGILMOREFOUNDATION.ORG
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

AIM HIGH FOR HIGH SCHOOL

PO BOX 410715
SAN FRANCISCO,CA94141 		  PC AIM HIGH SUMMER MAGIC: JOYFUL, ENRICHING LEARNING FOR BAY AREA MIDDLE SCHOOLERS 20,000

ALIVE & FREE

1060 TENNESSEE STREET
SAN FRANCISCO,CA94107 		  PC ALIVE & FREE LEADERSHIP ACADEMY 15,000

AT THE CROSSROADS

167 JESSIE STREET
SAN FRANCISCO,CA94105 		  PC STREET OUTREACH AND COUNSELING SERVICES FOR HOMELESS YOUTH 25,000

BAY AREA LEGAL AID

1735 TELEGRAPH AVE
OAKLAND,CA94612 		  PC LEGAL ASSISTANCE TO LOW-INCOME DISABLED ADULTS PROJECT 20,000

BEAVERTON ARTS FOUNDATION INC

12625 SW CRESCENT ST
BEAVERTON,OR97005 		  PC TO SUPPORT THE PURCHASE OF MALIA JENSEN'S ARTOWRK 25,000

BIG BROTHERS BIG SISTERS OF THE BAY AREA

1230 PRESERVATION PARK WAY
OAKLAND,CA94612 		  PC 1:1 MENTORSHIP AND ENRICHMENT FOR BAY AREA YOUTH 8-21 20,000

BLESSING IN A BACKPACK

PO BOX 950291
LOUISVILLE,KY40295 		  PC FOR GENERAL OPERATING SUPPORT OF THE NW OREGON CHAPTER 20,000

BOYS & GIRLS CLUBS OF CONTRA COSTA

1301 ALHAMBRA WAY
MARTINEZ,CA94553 		  PC PROJECT LEARN 15,000

BOYS & GIRLS CLUBS OF OAKLAND INC

PO BOX 18770
OAKLAND,CA94619 		  PC EDUCATION AND CAREER DEVELOPMENT 50,000

BOYS & GIRLS CLUBS OF SAN FRANCISCO

380 FULTON STREET
SAN FRANCISCO,CA94102 		  PC CITYWIDE ACADEMIC AND BEHAVIORAL HEALTH SERVICES PROGRAMMING 15,000

BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY (BOSS)

1918 UNIVERSITY AVENUE STE 2A
BERKELEY,CA94704 		  PC BOSS SHELTER NETWORK 15,000

CANDID

PO BOX 22799
NEW YORK,NY10087 		  PC CONNECTING NONPROFITS IN THE BAY AREA AND OREGON TO THE RESOURCES THEY NEED TO THRIVE 2,000

CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND

433 JEFFERSON ST
OAKLAND,CA94607 		  PC HOUSING SERVICES, HOMELESSNESS PREVENTION 15,000

CATLIN GABEL SCHOOL

8825 SW BARNES RD
PORTLAND,OR97225 		  PC FOR THE EAST CAMPUS ART CENTER 60,000

CATLIN GABEL SCHOOL

8825 SW BARNES RD
PORTLAND,OR97225 		  PC TO SUPPORT EAST CAMPUS 200,000

CENTERS FOR EQUITY AND SUCCESS INC

1449 WEBSTER STREET
SAN FRANCISCO,CA94115 		  PC FOR GENERAL SUPPORT 20,000

CENTRAL CITY HOSPITALITY HOUSE

290 TURK STREET
SAN FRANCISCO,CA94102 		  PC HOSPITALITY HOUSE'S SHELTER PROGRAM 20,000

CHILDRENS LITERACY PROJECT

333 S STATE STREET SUITE V163
LAKE OSWEGO,OR97034 		  PC FOR GENERAL OPERATING SUPPORT 15,000

CITY YOUTH NOW

375 WOODSIDE AVE
SAN FRANCISCO,CA94127 		  PC YOUTH PARTNERING FOR EDUCATION AND EMPLOYMENT 15,000

COLLEGE TRACK

483 9TH STREET SUITE 200
OAKLAND,CA94607 		  PC TEN-YEAR INTEGRATED COLLEGE SUCCESS PROGRAM FOR FIRST-GENERATION SCHOLARS FROM BAYVIEW-HUNTERS POINT 25,000

COMMUNITY HOUSING PARTNERSHIP DBA HOMERISE

251 POST STREET SUITE 200
SAN FRANCISCO,CA94108 		  PC GENERAL OPERATING SUPPORT 10,000

COMPASS FAMILY SERVICES

37 GROVE STREET
SAN FRANCISCO,CA94102 		  PC COMPASS CHILDREN'S CENTER 15,000

COURT APPOINTED SPECIAL ADVOCATES (CASA) OF SAN MATEO COUNTY

SOBRATO CENTER FOR NONPROFITS 330
TWIN DOLPHIN DRIVE SUITE 139
REDWOOD CITY,CA94065 		  PC GENERAL OPERATING SUPPORT 20,000

CURRY SENIOR CENTER

333 TURK STREET
SAN FRANCISCO,CA94102 		  PC TRANSPORTATION, ISOLATION PREVENTION, AND RESPITE SERVICES FOR SENIORS 15,000

EAST BAY CHILDREN'S LAW OFFICES INCORPORATED

80 SWAN WAY SUITE 300
OAKLAND,CA94621 		  PC EBCLO'S EDUCATION ADVOCACY PROGRAM 15,000

EDWARDS WORK-ACTIVITY CENTER INC

PO BOX 6269
ALOHA,OR97007 		  PC GENERAL OPERATING SUPPORT 55,000

EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO

165 EIGHTH ST
SAN FRANCISCO,CA94103 		  PC GENERAL OPERATING SUPPORT 15,000

EXPLORING NEW HORIZONS OUTDOOR SCHOOLS

101 COOPER ST
SANTA CRUZ,CA95060 		  PC INCREASING EQUITABLE ACCESS TO OUTDOOR EDUCATION 15,000

EXTRAFOOD

907 SIR FRANCIS DRAKE BLVD
KENTFIELD,CA94904 		  PC EXTRAFOOD: EXPANDING THE FOOD SAFETY NET FOR BAY AREA'S VULNERABLE COMMUNITIES 25,000

FIRST BAPTIST CHURCH

909 SW 11TH AVE 727 SCOTLAND ST
PORTLAND,OR97205 		  PC GENERAL SUPPORT 40,000

FIRST BAPTIST CHURCH

909 SW 11TH AVE 727 SCOTLAND ST
PORTLAND,OR97205 		  PC GENERAL OPERATING SUPPORT 137,500

FRIENDS & FOUNDATION OF THE SAN FRANCISCO PUBLIC LIBRARY

1630 17TH STREET
SAN FRANCISCO,CA94107 		  PC CHILDREN & YOUTH SERVICES (CYS) 10,000

FRIENDS OF THE CHILDREN - PORTLAND

44 NE MORRIS
PORTLAND,OR97212 		  PC GENERAL SUPPORT 75,000

FRIENDS OF THE OAKLAND PUBLIC LIBRARY

933 BROADWAY
OAKLAND,CA94607 		  PC CHILDREN'S LITERACY PROGRAMMING FUND 10,000

GROWING GARDENS - OREGON

3114 SE 50TH AVENUE
PORTLAND,OR97206 		  PC GENERAL OPERATING SUPPORT 5,000

HAMILTON FAMILIES

2567 MISSION ST
SAN FRANCISCO,CA94110 		  PC ENDING FAMILY HOMELESSNESS IN SAN FRANCISCO 15,000

HOMELESS YOUTH ALLIANCE

PO BOX 170427
SAN FRANCISCO,CA94117 		  PC GENERAL OPERATING SUPPORT 15,000

HUCKLEBERRY YOUTH PROGRAMS INC

3450 GEARY BLVD SUITE 107
SAN FRANCISCO,CA94118 		  PC HUCKLEBERRY ACE (ACCESS TO COLLEGE EQUITY) ACADEMY 20,000

INSIGHT HOUSING

2855 TELEGRAPH AVE SUITE 601
BERKELEY,CA94705 		  PC INSIGHT HOUSING MEALS PROGRAM EXPANSION AND VETERAN FOOD SECURITY 40,000

JAPANESE GARDEN SOCIETY OF OREGON

611 SW KINGSTON AVE
PORTLAND,OR97205 		  PC GENERAL SUPPORT 25,000

KIPP BAY AREA SCHOOLS

KIPP PUBLIC SCHOOLS NORTHERN
CALIFORNIA
OAKLAND,CA94607 		  PC ADVANCING EDUCATIONAL EQUITY BY PREPARING ALL STUDENTS FOR COLLEGE, CAREER, AND BEYOND 10,000

LA CASA DE LAS MADRES

1269 HOWARD STREET
SAN FRANCISCO,CA94103 		  PC EMERGENCY SHELTER SERVICES 10,000

LARKIN STREET YOUTH SERVICES

134 GOLDEN GATE AVE
SAN FRANCISCO,CA94102 		  PC GENERAL OPERATING SUPPORT 25,000

LEGAL AID AT WORK

180 MONTGOMERY STREET SUITE 600
SAN FRANCISCO,CA94104 		  PC CHAMPIONING THE RIGHTS OF FORMERLY INCARCERATED JOB SEEKERS THROUGH CALIFORNIA FAIR CHANCE LAWS 25,000

LEGAL SERVICES FOR CHILDREN INC

870 MARKET STREET SUITE 356
SAN FRANCISCO,CA94102 		  PC LEGAL SERVICES FOR CHILDREN 15,000

LINDSAY WILDLIFE MUSEUM

1931 FIRST AVE
WALNUT CREEK,CA94597 		  PC GENERAL OPERATING SUPPORT 15,000

MARY ELIZABETH INN

1040 BUSH STREET
SAN FRANCISCO,CA94109 		  PC MEALS PROGRAM 30,000

MEALS ON WHEELS OF SAN FRANCISCO INC

2142 JERROLD AVE
SAN FRANCISCO,CA94124 		  PC GENERAL OPERATING SUPPORT 15,000

MISSION GRADUATES

3040 16TH STREET
SAN FRANCISCO,CA94103 		  PC GENERAL OPERATING SUPPORT 15,000

MY NEW RED SHOES

3790 EL CAMINO REAL
PALO ALTO,CA94306 		  PC BASIC NEEDS PROGRAM 20,000

NATIONAL LIBERTY SHIP MEMORIAL

45 PIER SUITE 4A
SAN FRANCISCO,CA94133 		  PC FOR STEEL REPAIRS OF THE SS JEREMIAH O'BRIEN 20,000

NEW AVENUES FOR YOUTH

1220 SW COLUMBIA ST
PORTLAND,OR97205 		  PC GENERAL SUPPORT 30,000

NEW DOOR VENTURES

3221 20TH STREET
SAN FRANCISCO,CA94110 		  PC OPPORTUNITY YOUTH EMPLOYMENT & EDUCATION PROGRAM 12,500

OKIZU FOUNDATION

83 HAMILTON DRIVE SUITE 200
NOVATO,CA94949 		  PC CAMP OKIZU 15,000

OREGON SYMPHONY ASSOCIATION

921 SW WASHINGTON SUITE 200
PORTLAND,OR97205 		  PC GENERAL SUPPORT 25,000

POMEROY RECREATION AND REHABILITATION CENTER

207 SKYLINE BLVD
SAN FRANCISCO,CA94132 		  PC AFTERSCHOOL PROGRAM FOR CHILDREN & TEENS WITH DISABILITIES 20,000

PORTLAND ART MUSEUM

1219 SW PARK AVE
PORTLAND,OR97205 		  PC GENERAL SUPPORT 100,000

PORTLAND ART MUSEUM

1219 SW PARK AVE
PORTLAND,OR97205 		  PC FOR GENERAL OPERATING SUPPORT 247,500

POTLUCK IN THE PARK

PO BOX 12443
PORTLAND,OR97212 		  PC GENERAL OPERATING SUPPORT 5,000

PROJECT AVARY INC

PO BOX 150088
SAN RAFAEL,CA94915 		  PC OUTDOOR LEADERSHIP PROGRAM 25,000

READING PARTNERS

638 3RD ST
OAKLAND,CA94607 		  PC ONE-ON-ONE LITERACY TUTORING FOR 600 STUDENTS 15,000

SAFE & SOUND

1757 WALLER STREET
SAN FRANCISCO,CA94117 		  PC FOR SAFECOMMUNITIES: A THREE-PRONGED APPROACH FOR CHILD SAFETY 12,500

SAN FRANCISCO CASA

1663 MISSION ST SUITE 700
SAN FRANCISCO,CA94103 		  PC ADVOCACY AND MENTORSHIP FOR FOSTER YOUTH 15,000

SAN FRANCISCO WOMEN AGAINST RAPE

3543 18TH STREET SUITE 7
SAN FRANCISCO,CA94110 		  PC FOR SEXUAL ASSAULT DIRECT SERVICES 28,000

SAVE MOUNT DIABLO

201 N CIVIC DRIVE SUITE 190
WALNUT CREEK,CA94596 		  PC GENERAL OPERATING SUPPORT 20,000

SERVICE OPPORTUNITY FOR SENIORS

2235 POLVOROSA AVE SUITE 260
SAN LEANDRO,CA94577 		  PC GENERAL OPERATING SUPPORT 15,000

SOAR FOR YOUTH

PO BOX 1291
BERKELEY,CA94701 		  PC GENERAL OPERATING SUPPORT 20,000

ST ANDREW NATIVITY SCHOOL

4925 NE 9TH AVE
PORTLAND,OR97211 		  PC GENERAL OPERATING SUPPORT 10,000

ST ANTHONY FOUNDATION

150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102 		  PC GENERAL OPERATING SUPPORT 15,000

STERN GROVE FESTIVAL ASSOCIATION

832 FOLSOM STREET SUITE 1000
SAN FRANCISCO,CA94107 		  PC 88TH SEASON SUPPORT 30,000

SWORDS TO PLOWSHARES VETERANS RIGHTS ORGANIZATION

401 VAN NESS AVE SUITE 313
SAN FRANCISCO,CA94102 		  PC SAN FRANCISCO SERVICE CENTER: DROP-IN SUPPORTIVE SERVICES FOR VETERANS EXPERIENCING HOMELESSNESS 40,000

TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION

201 EDDY STREET
SAN FRANCISCO,CA94102 		  PC TENDERLOIN AFTER-SCHOOL PROGRAM (TASP) 20,000

THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC

PO BOX 2599
OAKLAND,CA94614 		  PC CHILDREN'S FOOD PROGRAM 15,000

THE CHARLOTTE MAXWELL CLINIC

411 30TH ST STE 508
OAKLAND,CA94609 		  PC EXPANDING INTEGRATIVE CARE ACCESS TO LOW-INCOME WOMEN WITH CANCER 10,000

THE SAN FRANCISCO PARTICULAR COUNCIL OF THE SOCIETY OF ST VINCENT DE PAUL

1175 HOWARD STREET
SAN FRANCISCO,CA94103 		  PC RILEY CENTER: SERVICES FOR DOMESTIC VIOLENCE SURVIVORS 15,000

THE WALT DISNEY FAMILY MUSEUM

104 MONTGOMERY STREET
SAN FRANCISCO,CA94129 		  PC YOUTH AND YOUNG ADULT EDUCATION AND OUTREACH 20,000

UASPIRE INC

6 LIBERTY SQ PMB 98549
BOSTON,MA02109 		  PC FOR COLLEGE AFFORDABILITY ADVISING FOR LOW-INCOME, FIRST-GENERATION BIPOC STUDENTS IN THE SAN FRANCISCO BAY AREA 20,000

WATERSIDE WORKSHOPS

84 BOLIVAR DRIVE
BERKELEY,CA94710 		  PC WATERSIDE WORKSHOPS HANDS-ON ACADEMIC ENRICHMENT PROGRAMS 15,000

WEST CONTRA COSTA SALESIAN BOYS & GIRLS CLUB

2801 MORAN AVE
RICHMOND,CA94806 		  PC SUMMER CAMP 15,000

WILLAMETTE UNIVERSITY

900 STATE STREET
SALEM,OR97301 		  PC GENERAL SUPPORT 50,000
Total .................................right arrow 3a 2,270,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 41,154  
4 Dividends and interest from securities ....     14 181,704  
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 ............ 		    18 2,278,503  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,501,361 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,501,361
(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:
THE WILLIAM G GILMORE FOUNDATION
EIN:
94-6079493
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 9,500 950   3,135

TY 2024 InvestmentsGovtObligationsSch
Name:
THE WILLIAM G GILMORE FOUNDATION
EIN:
94-6079493
US Government Securities - End of Year Book Value:

9,253,216
US Government Securities - End of Year Fair Market Value:

9,253,216
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 OtherAssetsSchedule
Name:
THE WILLIAM G GILMORE FOUNDATION
EIN:
94-6079493
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RECEIVABLES AND PREPAID EXPENSES 5,285 2,860 2,860


TY 2024 OtherDecreasesSchedule
Name:
THE WILLIAM G GILMORE FOUNDATION
EIN:
94-6079493
Description Amount
UNREALIZED GAIN/LOSS ON INVESTMENTS 1,404,878


TY 2024 OtherExpensesSchedule
Name:
THE WILLIAM G GILMORE FOUNDATION
EIN:
94-6079493
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 3,130 0   0
ADMINISTRATIVE 120 0   0
BANK FEES 25 0   0


TY 2024 OtherIncreasesSchedule
Name:
THE WILLIAM G GILMORE FOUNDATION
EIN:
94-6079493
Description Amount
CHANGE IN DEFERRED TAX EXPENSE 19,503
RETURN OF PRINCIPAL 1,562


TY 2024 OtherLiabilitiesSchedule
Name:
THE WILLIAM G GILMORE FOUNDATION
EIN:
94-6079493
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 19,503 0
FEDERAL EXCISE TAX PAYABLE 0 28,333


TY 2024 OtherProfessionalFeesSchedule
Name:
THE WILLIAM G GILMORE FOUNDATION
EIN:
94-6079493
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDATION MANAGEMENT 140,771 14,077   112,617


TY 2024 TaxesSchedule
Name:
THE WILLIAM G GILMORE FOUNDATION
EIN:
94-6079493
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 34,533 0   0
FOREIGN TAX 1,946 1,946   0