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
ATKINSON FOUNDATION
C/O PACIFIC FOUNDATION SERVICES
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

94-6075613
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$29,323,025J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 577,132 577,132  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,342,620
b Gross sales price for all assets on line 6a 7,584,366
7 Capital gain net income (from Part IV, line 2)... 2,342,620
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,745 0  
12 Total. Add lines 1 through 11........ 2,921,497 2,919,752  
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
25,900 0   25,900
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
420,307 149,762   270,545
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
47,650 9,650   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,991 0   2,719
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,253 70   2,244
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 499,101 159,482   301,408
25 Contributions, gifts, grants paid....... 2,162,951 1,869,500
26 Total expenses and disbursements. Add lines 24 and 25 2,662,052 159,482   2,170,908
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 259,445
b Net investment income (if negative, enter -0-) 2,760,270
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............. 70,080 95,844 95,844
2 Savings and temporary cash investments......... 667,188 1,185,826 1,185,826
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.......... 1,014 1,293 1,293
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 21,037,166 Click to see attachment
List of Attached Documents:
// Content
22,363,489 		22,363,489
c Investments—corporate bonds (attach schedule)....... 5,393,374 Click to see attachment
List of Attached Documents:
// Content
5,675,906 		5,675,906
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) Click to see attachment
List of Attached Documents:
// Content
1,749 		Click to see attachment
List of Attached Documents:
// Content
667 		Click to see attachment
List of Attached Documents:
// Content
667
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,170,571 29,323,025 29,323,025
Liabilities 17 Accounts payable and accrued expenses.......... 11,382 10,772
18 Grants payable................. 430,391 723,842
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
103,112 		Click to see attachment
List of Attached Documents:
// Content
125,628
23 Total liabilities (add lines 17 through 22)......... 544,885 860,242
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........... 26,625,686 28,462,783
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)..... 26,625,686 28,462,783
30 Total liabilities and net assets/fund balances (see instructions). 27,170,571 29,323,025
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
26,625,686
2
Enter amount from Part I, line 27a .....................
2
259,445
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,599,896
4
Add lines 1, 2, and 3 ..........................
4
28,485,027
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
22,244
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,462,783
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,584,366   5,241,746 2,342,620
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,342,620
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,342,620
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 38,368
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 38,368
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 38,368
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 31,120
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 10,752
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow10,752 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.ATKINSONFDN.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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
ANDREA HIGUERA BALLARD PRESIDENT
4.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
NANCY SPENCER VICE PRESIDENT
4.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
LESLIE HATAMIYA SECRETARY
4.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
TINA P CRISCI TREASURER
4.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
JILL JACOBSON DIRECTOR
4.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
DAVID RICHANBACH DIRECTOR
4.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
JOHN VOLK DIRECTOR
4.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
ELIZABETH WOODWARD DIRECTOR
4.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
NKIA RICHARDSON DIRECTOR
4.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
KRISTIN SUN DIRECTOR
4.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
ERIC VALLADARES DIRECTOR
4.00 		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 FOUNDATION MANAGEMENT 270,545
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
SUMMITRY INVESTMENT MANAGEMENT 107,086
1850 GATEWAY DR 100
SAN MATEO,CA94404
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
27,691,080
b
Average of monthly cash balances.......................
1b
1,192,670
c
Fair market value of all other assets (see instructions)................
1c
1,960
d
Total (add lines 1a, b, and c).........................
1d
28,885,710
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
28,885,710
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
433,286
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,452,424
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,422,621
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
1,422,621
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
38,368
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
38,368
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,384,253
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,384,253
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
1,384,253
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
2,170,908
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
2,170,908
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 1,384,253
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...... 312,305
b From 2020...... 368,579
c From 2021...... 36,825
d From 2022...... 400,463
e From 2023...... 889,066
f Total of lines 3a through e ........ 2,007,238
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,170,908
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..... 1,384,253
e Remaining amount distributed out of corpus 786,655
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 2,793,893
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) ... 		312,305
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,481,588
10 Analysis of line 9:
a Excess from 2020.... 368,579
b Excess from 2021.... 36,825
c Excess from 2022.... 400,463
d Excess from 2023.... 889,066
e Excess from 2024.... 786,655
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:
AVANI PATEL
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
(415) 561-6540
APATEL@PFS-LLC.NET
bThe form in which applications should be submitted and information and materials they should include:
SEE WWW.ATKINSONFDN.ORG
cAny submission deadlines:
SEE WWW.ATKINSONFDN.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NOT FUNDED BY FOUNDATION: GRANTS TO IND, GRANTS TO DOCTORAL STUDY OR RESEARCH, GRANTS TO INFLUENCE LEGISLATION, GRANTS TO NAT'L OR STATEWIDE PROGRAMS, DONATIONS TO OR SPONSORSHIP OF FUNDRAISING OR ANNUAL CAMPAIGNS, OR GRANTS FOR FILMS, VIDEOS, PUBLICATIONS AND CONFERENCES.
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

A BRIGHTER DAY YOUTH WORK PROGRAM

1025 ALAMEDA DE LAS PULGAS SUITE
745
BELMONT,CA94002 		N/A PC GENERAL SUPPORT 7,500

A BRIGHTER DAY YOUTH WORK PROGRAM

1025 ALAMEDA DE LAS PULGAS SUITE
745
BELMONT,CA94002 		N/A PC GENERAL SUPPORT IN SAN MATEO COUNTY 30,000

ABILITYPATH

350 TWIN DOLPHIN DR SUITE 123
REDWOOD CITY,CA94065 		N/A PC EMPLOYMENT SERVICES 15,000

ABUNDANT GRACE COASTSIDE WORKER

515 KELLY AVENUE
HALF MOON BAY,CA94019 		N/A PC GENERAL SUPPORT 10,000

ACKNOWLEDGE ALLIANCE

2483 OLD MIDDLEFIELD WAY SUITE 201
MOUNTAIN VIEW,CA94043 		N/A PC COLLABORATIVE COUNSELING PROGRAM 10,000

ADOLESCENT COUNSELING SERVICES

1779 WOODSIDE ROAD SUITE 200
REDWOOD CITY,CA94061 		N/A PC MENTAL HEALTH ACCESS FOR YOUTH INITIATIVE 10,000

ALL FIVE

1391 CHILCO STREET
MENLO PARK,CA94025 		N/A PC ONSITE MENTAL HEALTH SUPPORT INITIATIVE 7,500

ART IN ACTION

1755 E BAYSHORE RD SUITE 24AB
REDWOOD CITY,CA94063 		N/A PC FOR TITLE 1 SCHOOLS 5,000

THE ART OF YOGA PROJECT

555 BRYANT STREET 232
PALO ALTO,CA99430 		N/A PC GENERAL SUPPORT 10,000

AUTISM SOCIETY SAN FRANCISCO BAY AREA

PO BOX 25191
SAN MATEO,CA94402 		N/A PC OUTINGS AND FIELD TRIPS FOR SAN MATEO COUNTY FAMILIES 7,500

BIG BROTHERS BIG SISTERS OF THE BAY AREA

1230 PRESERVATION PARK WAY
OAKLAND,CA94612 		N/A PC ONE-TO-ONE MENTORING FOR SAN MATEO COUNTY YOUTH 5,000

BIG WAVE GROUP

PO BOX 1901
EL GRANADA,CA94018 		N/A PC CAPITAL CAMPAIGN FOR AFFORDABLE HOUSING AND COMMUNITY FOR ADULTS WITH SPECIAL NEEDS 50,000

BOYS & GIRLS CLUB OF THE COASTSIDE

PO BOX 545
HALF MOON BAY,CA94019 		N/A PC GENERAL SUPPORT 20,000

BOYS & GIRLS CLUBS NORTH SAN MATEO COUNTY

955 YOSEMITE DRIVE
PACIFICA,CA94044 		N/A PC GENERAL SUPPORT 5,000

BOYS & GIRLS CLUBS OF THE PENINSULA

401 PIERCE ROAD
MENLO PARK,CA94025 		N/A PC FOR DALY CITY AND SOUTH SAN FRANCISCO PROGRAMS 15,000

BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT

PO BOX 3316
REDWOOD CITY,CA94064 		N/A PC BUILDING OPPORTUNITY FOR SAN MATEO YOUTH THROUGH THE POWER OF ENTREPRENEURSHIP 7,500

CALIFORNIA CLUBHOUSE INC

2191 SOUTH EL CAMINO REAL
SAN MATEO,CA94403 		N/A PC GENERAL SUPPORT 10,000

CALL PRIMROSE

139 PRIMROSE ROAD
BURLINGAME,CA94010 		N/A PC CALL PRIMROSE COMMUNITY PANTRY 10,000

CALL PRIMROSE

139 PRIMROSE ROAD
BURLINGAME,CA94010 		N/A PC GENERAL SUPPORT 500

CANDID

PO BOX 22799
NEW YORK,NY10087 		N/A PC ANNUAL SUPPORT 3,000

CANOPY

3921 EAST BAYSHORE ROAD
PALO ALTO,CA94303 		N/A PC TEEN URBAN FORESTER PROGRAM 12,500

CATALINO TAPIA SCHOLARSHIP FOUNDATION

727 INDUSTRIAL RD STE 117
SAN CARLOS,CA94070 		N/A PC GENERAL SUPPORT 7,500

CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SAN FRANCISCO

990 EDDY STREET
SAN FRANCISCO,CA94109 		N/A PC CENTER FOR IMMIGRATION LEGAL AND SUPPORT SERVICES 7,500

CENTERS FOR EQUITY AND SUCCESS INC (SUCCESS CENTERS)

1449 WEBSTER STREET
SAN FRANCISCO,CA94115 		N/A PC GENERAL SUPPORT 10,000

CHILDREN'S HEALTH COUNCIL INC

650 CLARK WAY
PALO ALTO,CA94304 		N/A PC CHC RAVENSWOOD 15,000

CITY OF REDWOOD CITY

1017 MIDDLEFIELD ROAD
REDWOOD CITY,CA94063 		N/A GOV REDWOOD CITY TOGETHER - ENGAGING RECENT NEWCOMERS: WELCOMING REDWOOD CITY 7,500

CLIMATE RESILIENT COMMUNITIES

3921 E BAYSHORE RD
PALO ALTO,CA94303 		N/A PC ESTABLISHING CLIMATE CHANGE COMMUNITY TEAMS (CCCT) IN SOUTH SAN FRANCISCO AND SAN BRUNO 40,000

COASTSIDE ADULT DAY HEALTH CENTER

925 MAIN STREET SUITE A
HALF MOON BAY,CA94019 		N/A PC GENERAL SUPPORT 10,000

COASTSIDE CHILD DEVELOPMENT CENTER

PO BOX 84
HALF MOON BAY,CA94019 		N/A PC SUPPORT FOR EARLY LEARNING AND EARLY INTERVENTION FOR SPECIAL NEEDS AND LOW-INCOME CHILDREN AGES ZERO TO SIX 10,000

COASTSIDE HOPE

248 MAIN STREET SUITE 200
HALF MOON BAY,CA94019 		N/A PC GENERAL SUPPORT 15,000

COASTSIDE HOPE

248 MAIN STREET SUITE 200
HALF MOON BAY,CA94019 		N/A PC MAIN STREET FACILITY 100,000

COMMUNITY LEGAL SERVICES IN EAST PALO ALTO

1861 BAY ROAD
EAST PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 15,000

COMMUNITY SCHOOL OF MUSIC AND ARTS

230 SAN ANTONIO CIRCLE
MOUNTAIN VIEW,CA94040 		N/A PC ART4SCHOOLS & MUSIC4SCHOOLS IN SAN MATEO COUNTY 7,500

CORA COMMUNITY OVERCOMING RELATIONSHIP ABUSE

2211 PALM AVE
SAN MATEO,CA94403 		N/A PC GENERAL SUPPORT 20,000

COUNSELING AND SUPPORT SERVICES FOR YOUTH

544 VALLEY WAY
MILPITAS,CA95035 		N/A PC GENERAL SUPPORT 15,000

COURT APPOINTED SPECIAL ADVOCATES (CASA) OF SAN MATEO COUNTY

330 TWIN DOLPHIN DRIVE SUITE 139
REDWOOD CITY,CA94065 		N/A PC GENERAL SUPPORT 15,000

CURIODYSSEY

1651 COYOTE POINT DRIVE
SAN MATEO,CA94401 		N/A PC INCLUSION AND ACCESSIBILITY PROGRAMS 10,000

EACH GREEN CORNER

1180 SAN CARLOS AVE 1012
SAN CARLOS,CA94070 		N/A PC GENERAL SUPPORT 7,500

EAST PALO ALTO KIDS FOUNDATION

PO BOX 50542
PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 10,000

EAST PALO ALTO TENNIS & TUTORING

PO BOX 60597
PALO ALTO,CA94306 		N/A PC GENERAL SUPPORT 10,000

EASTSIDE COLLEGE PREPARATORY SCHOOL

1041 MYRTLE STREET
EAST PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 5,000

EDGEWOOD CENTER FOR CHILDREN AND FAMILIES

1801 VICENTE STREET
SAN FRANCISCO,CA94116 		N/A PC SAN MATEO COUNTY TRANSITION AGE YOUTH DROP-IN CENTER 10,000

EL CONCILIO OF SAN MATEO COUNTY

3180 MIDDLEFIELD ROAD
REDWOOD CITY,CA94063 		N/A PC PROMOTORES PROGRAM IN SSF 75,000

EL CONCILIO OF SAN MATEO COUNTY

3180 MIDDLEFIELD ROAD
REDWOOD CITY,CA94063 		N/A PC GENERAL SUPPORT 15,000

FAITH IN ACTION BAY AREA

1780 BROADWAY
REDWOOD CITY,CA94063 		N/A PC LAUNCH IN DALY CITY 40,000

FOUNDATION FOR A COLLEGE EDUCATION

687 BAY ROAD
MENLO PARK,CA94025 		N/A PC GENERAL OPERATING FUND 7,500

FOUNDATION FOR HEARING RESEARCH INC

3518 JEFFERSON AVENUE
REDWOOD CITY,CA94062 		N/A PC GENERAL SUPPORT 7,500

FRESH LIFELINES FOR YOUTH INC

568 VALLEY WAY
MILPITAS,CA95035 		N/A PC FLYS LAW AND LEADERSHIP TRAINING PROGRAMS FOR SAN MATEO COUNTY YOUTH 15,000

FRIENDS FOR YOUTH INC

3460 W BAYSHORE RD SUITE 203
PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 10,000

FRIENDS OF THE PALO ALTO JUNIOR MUSEUM AND ZOO

1451 MIDDLEFIELD ROAD
PALO ALTO,CA94301 		N/A PC GENERAL SUPPORT 5,000

HARMONY PROJECT BAY AREA

791 MYRA WAY
SAN FRANCISCO,CA94127 		N/A PC GENERAL SUPPORT (DALY CITY PROGRAM ONLY) 7,500

THE HEAL PROJECT

PO BOX 3051
HALF MOON BAY,CA94019 		N/A PC GENERAL SUPPORT 7,500

HEALTH CONNECTED

PO BOX 51984
EAST PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 12,500

HEALTHY CITIES TUTORING INC

PO BOX 653
SAN CARLOS,CA94070 		N/A PC GENERAL SUPPORT 15,000

HISPANIC FOUNDATION OF SILICON VALLEY

1961 THE ALAMEDA
SAN JOSE,CA95126 		N/A PC HISPANIC FOUNDATION OF SILICON COLLEGE SUCCESS PROGRAMS 10,000

HOMEWORK CENTRAL

PO BOX 6687
SAN MATEO,CA94403 		N/A PC GENERAL SUPPORT 15,000

HOMEWORK CENTRAL

PO BOX 6687
SAN MATEO,CA94403 		N/A PC GENERAL SUPPORT 60,000

HOPE HORIZON EAST PALO ALTO

1001 BEECH STREET
EAST PALO ALTO,CA94303 		N/A PC HOPE HORIZON EPA ELEMENTARY ACADEMIC PROGRAM 10,000

HUMAN INVESTMENT PROJECT INC

800 SOUTH CLAREMONT STREET SUITE
210
SAN MATEO,CA94402 		N/A PC GENERAL SUPPORT 15,000

ICA SAN FRANCISCO WORK STUDY INC

3625 24TH ST
SAN FRANCISCO,CA94110 		N/A PC WORK STUDY PROGRAM FOR SMC YOUTH 5,000

IMMIGRANT LEGAL RESOURCE CENTER

1458 HOWARD STREET
SAN FRANCISCO,CA94103 		N/A PC COLLABORATIVE RESOURCES FOR IMMIGRANT SERVICES ON THE PENINSULA (CRISP) 10,000

IMMIGRATION INSTITUTE OF THE BAY AREA (IIBA)

58 2ND ST - THIRD FLOOR
SAN FRANCISCO,CA94105 		N/A PC GENERAL SUPPORT 10,000

THE INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT INC (IZZI EARLY EDUCATION)

370 SAN BRUNO AVE W
SAN BRUNO,CA94066 		N/A PC SAN BRUNO EARLY CHILDHOOD PROGRAM 7,500

INTERSECTION FOR THE ARTS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		N/A PC THE BEAT WITHIN - PROGRAMMING FOR YOUTH DETAINED AT THE SAN MATEO COUNTY YOUTH SERVICE CENTER 10,000

JASPER RIDGE FARM

2995 WOODSIDE ROAD 620924
WOODSIDE,CA94062 		N/A PC WELLNESSBUDDIES - YOUTH MENTAL HEALTH SUPPORT - 2025 10,000

JEFFERSON UNION HIGH SCHOOL DISTRICT

123 EDGEMONT DRIVE BUILDING A
DALY CITY,CA94015 		N/A PC GENERAL SUPPORT FOR DALY CITY YOUTH HEALTH CENTER 10,000

JOBTRAIN INC

1200 O BRIEN DRIVE
MENLO PARK,CA94025 		N/A PC GENERAL SUPPORT 10,000

JOHN F KENNEDY MIDDLE SCHOOL EXPEDITIONARY EDUCATION FOUNDATION

1943 KENTUCKY ST
REDWOOD CITY,CA94061 		N/A PC GRAND CANYON ECOLOGY EDUCATIONAL TREK 7,500

JUSTICE AT LAST

PO BOX 566
SAN CARLOS,CA94070 		N/A PC GENERAL SUPPORT IN SMC 7,500

KAINOS HOME & TRAINING CENTER FOR THE DEVELOPMENTALLY DISABLED

3631 JEFFERSON AVENUE
REDWOOD CITY,CA94062 		N/A PC HEALTH AND WELLNESS PROGRAM 10,000

KARA

457 KINGSLEY AVENUE
PALO ALTO,CA94301 		N/A PC GENERAL SUPPORT 10,000

LAUREN'S HOUSE 4 POSITIVE CHANGE INC

PO BOX 51853
PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 5,000

LEAP ARTS IN EDUCATION

PO BOX 427005
SAN FRANCISCO,CA94142 		N/A PC SCHOOL-BASED ART PROGRAMS FOR TITLE I SCHOOLS IN SMC 7,500

LEGAL AID SOCIETY OF SAN MATEO COUNTY

330 TWIN DOLPHIN DRIVE SUITE 123
REDWOOD CITY,CA94065 		N/A PC GENERAL SUPPORT 15,000

THE LIAHONA MOTU FOUNDATION

2575 E BAYSHORE RD
REDWOOD CITY,CA94063 		N/A PC GENERAL SUPPORT 7,500

LIFE STEPS FOUNDATION INC

5757 W CENTURY BLVD SUITE 880
LOS ANGELES,CA90045 		N/A PC GENERAL SUPPORT IN SMC 7,500

LIFEMOVES

2550 GREAT AMERICA WAY STE 201
SANTA CLARA,CA95054 		N/A PC GENERAL SUPPORT 10,000

LIVE IN PEACE

321 BELL ST
E PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 5,000

MANNAKIN THEATER & DANCE

1841 BAY ROAD
EAST PALO ALTO,CA94303 		N/A PC EAST PALO ALTO PROGRAMMING 7,500

MEALS ON WHEELS OF SAN FRANCISCO INC

2142 JERROLD AVE
SAN FRANCISCO,CA94124 		N/A PC MEAL DELIVERY IN SMC 5,000

MELPABLECLOSET

1063 E SAN CARLOS AVE
SAN CARLOS,CA94070 		N/A PC GENERAL SUPPORT 10,000

MINDFUL LIFE PROJECT

1001 CANAL BOULEVARD SUITE A-0
RICHMOND,CA94804 		N/A PC MINDFULNESS FOR 2 SAN BRUNO SCHOOLS 10,000

MULTICULTURAL INSTITUTE

1920 SEVENTH ST
BERKELEY,CA94710 		N/A PC PROGRAMMING IN SAN MATEO COUNTY 75,000

MUSIC AT KOHL MANSION INC

2750 ADELINE DR
BURLINGAME,CA94010 		N/A SO I MUSIC IN SCHOOLS FOR TITLE 1 SCHOOLS 5,000

MUSIC FOR MINORS INC

200 INDUSTRIAL ROAD SUITE 195
SAN CARLOS,CA94070 		N/A PC MUSIC FOR MINORS IN-SCHOOL MUSIC EDUCATION PROGRAM 7,500

NATIONAL CENTER FOR EQUINE FACILITATED THERAPY

880 RUNNYMEDE ROAD
WOODSIDE,CA94062 		N/A PC GENERAL SUPPORT 10,000

NEW CREATION HOME MINISTRIES

422 HIBISCUS COURT
EAST PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 7,500

NUESTRA CASA DE EAST PALO ALTO

PO BOX 52004
EAST PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 10,000

OMBUDSMAN SERVICES OF SAN MATEO COUNTY INC

1455 MADISON AVE
REDWOOD CITY,CA94061 		N/A PC GENERAL SUPPORT 15,000

ONE LIFE COUNSELING CENTER

1303 SAN CARLOS AVE
SAN CARLOS,CA94070 		N/A PC GENERAL SUPPORT 15,000

PACIFICA EDUCATION FOUNDATION

375 REINA DEL MAR AVE
PACIFICA,CA94044 		N/A PC MUSIC SUPPORT INITIATIVE 5,000

PACIFICA RESOURCE CENTER

1809 PALMETTO AVENUE
PACIFICA,CA94044 		N/A PC GENERAL SUPPORT 10,000

PACIFICA SCHOOL VOLUNTEERS

375 REINA DEL MAR
PACIFICA,CA94044 		N/A PC LITERACY CHAMPIONS PROGRAM 10,000

PAL CENTER

3399 BAY ROAD
REDWOOD CITY,CA94063 		N/A PC GENERAL SUPPORT 7,500

PALO ALTO ART CENTER FOUNDATION

1313 NEWELL ROAD
PALO ALTO,CA94303 		N/A PC CREATIVE CONNECTIONS (FORMERLY CULTURAL KALEIDOSCOPE) 5,000

PENINSULA BRIDGE PROGRAM

177 BOVET RD SUITE 120
SAN MATEO,CA94402 		N/A PC GENERAL OPERATING SUPPORT 8,000

PENINSULA FAMILY CONNECTIONS

3460 BAYSHORE ROAD SUITE 202
PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 50,000

PENINSULA FAMILY CONNECTIONS

3460 BAYSHORE ROAD SUITE 202
PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 12,500

PENINSULA FAMILY SERVICE

24 SECOND AVENUE
SAN MATEO,CA94401 		N/A PC MIDWAY EARLY LEARNING CENTER 33,000

PENINSULA FAMILY SERVICE

24 SECOND AVENUE
SAN MATEO,CA94401 		N/A PC GENERAL SUPPORT 15,000

PENINSULA VOLUNTEERS INC

800 MIDDLE AVE
MENLO PARK,CA94025 		N/A PC NUTRITION SERVICES - MEALS ON WHEELS AND GOT GROCERIES? 10,000

PIE RANCH

PO BOX 363
PESCADERO,CA94060 		N/A PC FARM-TO-FORK YOUTH ENVIRONMENTAL EDUCATION 7,500

PUENTE DE LA COSTA SUR

PO BOX 554
PESCADERO,CA94060 		N/A PC GENERAL SUPPORT 25,000

REBUILDING TOGETHER PENINSULA

841 KAYNYNE STREET
REDWOOD CITY,CA94063 		N/A PC GENERAL SUPPORT 10,000

REDWOOD CITY EDUCATION FOUNDATION

PO BOX 3046
REDWOOD CITY,CA94063 		N/A PC IN SUPPORT OF GARFIELD, HOOVER, AND TAFT 7,500

REDWOOD CITY FRIENDS OF LITERACY

1044 MIDDLEFIELD ROAD
REDWOOD CITY,CA94063 		N/A PC YOUTH & FAMILY LITERACY 10,000

REEL2E

2625 MIDDLEFIELD RD STE 422
PALO ALTO,CA94306 		N/A PC GENERAL SUPPORT 5,000

RENAISSANCE ENTREPRENEURSHIP CENTER

275 FIFTH STREET 2ND FLOOR
SAN FRANCISCO,CA94103 		N/A PC GENERAL SUPPORT IN SMC 7,500

RESOURCE AREA FOR TEACHING

1355 RIDDER PARK DRIVE
SAN JOSE,CA95131 		N/A PC GENERAL SUPPORT 7,500

RISE - REACHING AND INSPIRING SUCCESS THROUGH EDUCATION CORP

PO BOX 1983
LOS ALTOS,CA94023 		N/A PC RISE EARLY LEARNING PROGRAMMING 7,500

ROSALIE RENDU INC

2345 PULGAS AVENUE
EAST PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 15,000

ROSALIE RENDU INC

2345 PULGAS AVENUE
EAST PALO ALTO,CA94303 		N/A PC FOR EXPANDED CLASSES AND FOR STAFF RETENTION 50,000

SAMARITAN HOUSE

4031 PACIFIC BOULEVARD
SAN MATEO,CA94403 		N/A PC GENERAL SUPPORT 25,000

SAN MATEO COUNTY COMMUNITY COLLEGES FOUNDATION

3401 CSM DRIVE
SAN MATEO,CA94402 		N/A PC THE FINISH LINE FUND 10,000

SAN MATEO COUNTY HEALTH FOUNDATION

222 WEST 39TH AVENUE
SAN MATEO,CA94403 		N/A PC THE KELLER CENTER FOR FAMILY VIOLENCE INTERVENTION 15,000

SAN MATEO COUNTY PARKS AND RECREATION FOUNDATION

1701 COYOTE POINT DRIVE
SAN MATEO,CA94401 		N/A PC GENERAL SUPPORT 10,000

SAN MATEO POLICE ACTIVITIES LEAGUE

200 FRANKLIN PARKWAY
SAN MATEO,CA94403 		N/A PC GENERAL SUPPORT 5,000

SAVE THE BAY

560 14TH STREET 400
OAKLAND,CA94612 		N/A PC COMMUNITY-BASED RESTORATION & BAY DISCOVERY FIELD TRIPS 5,000

SCIENCE FROM SCIENTISTS INC

16 TOWER OFFICE PARK
WOBURN,MA01801 		N/A PC DURING-SCHOOL STEM EDUCATION PROGRAM FOR SAN MATEO COUNTY SCHOOLS, ACADEMIC YEAR 2024-25. 10,000

SCIENCE IS ELEMENTARY

2483 OLD MIDDLEFIELD WAY SUITE 170
MOUNTAIN VIEW,CA94043 		N/A PC SCIENCE IS FOR ME! 5,000

SERVICE LEAGUE OF SAN MATEO COUNTY

727 MIDDLEFIELD ROAD
REDWOOD CITY,CA94063 		N/A PC GENERAL SUPPORT 10,000

SILICON VALLEY EDUCATION FOUNDATION

1400 PARKMOOR AVENUE SUITE 200
SAN JOSE,CA95126 		N/A PC ELEVATE [MATH] AND [CS] INNOVATE BUILD AND ENHANCE STEM SKILLS IN SAN MATEO COUNTY 7,500

SILICON VALLEY URBAN DEBATE LEAGUE

502 VALLEY WAY
MILPITAS,CA95035 		N/A PC GENERAL SUPPORT IN SAN MATEO COUNTY 10,000

SOJOURN TO THE PAST

875 LOMITA AVE
MILLBRAE,CA94030 		N/A PC GENERAL SUPPORT 7,500

SONRISAS DENTAL HEALTH INC

430 N EL CAMINO REAL
SAN MATEO,CA94401 		N/A PC GENERAL SUPPORT 7,500

SOUTH COUNTY COMMUNITY HEALTH CENTER INC (RAVENSWOOD FAMILY HEALTH NETWORK)

1885 BAY ROAD
EAST PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 15,000

SPINDRIFT SCHOOL OF PERFORMING ARTS INC

PO BOX 891
PACIFICA,CA94044 		N/A PC GENERAL OPERATING SUPPORT 7,500

STARVISTA

818 MAHLER ROAD
BURLINGAME,CA94010 		N/A PC GENERAL SUPPORT 10,000

STREET LIFE MINISTRIES

901 MADISON AVE
REDWOOD CITY,CA94061 		N/A PC GENERAL SUPPORT 7,500

STREETCODE ACADEMY

PO BOX 51867
EAST PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 15,000

TABLE OF PLENTY HMB A NONPROFIT CORPORATION

PO BOX 3693
HALF MOON BAY,CA94019 		N/A PC GENERAL SUPPORT 5,000

TAHIRIH JUSTICE CENTER

881 SNEATH LANE SUITE 115
SAN BRUNO,CA94066 		N/A PC GENERAL SUPPORT 7,500

TAX-AID

235 MONTGOMERY STREET SUITE 1155
SAN FRANCISCO,CA94104 		N/A PC TAX SERVICES FOR LOW INCOME RESIDENTS IN SAN MATEO COUNTY 5,000

UNITED METHODIST CHURCH OF BURLINGAME

1443 HOWARD AVENUE
BURLINGAME,CA94010 		N/A PC YOUTH PROGRAMS - GEORGE H. ATKINSON MEMORIAL RECURRING GIFT 5,000

VIA REHABILITATION SERVICES INC

350 TWIN DOLPHIN DRIVE SUITE 123
REDWOOD CITY,CA94065 		N/A PC CAMP VIA WEST YOUTH SUMMER CAMPS 7,500

VIDA VERDE NATURE EDUCATION

3540 LA HONDA ROAD
SAN GREGORIO,CA94074 		N/A PC GENERAL SUPPORT 10,000

VOICES OF RECOVERY SAN MATEO COUNTY

650 MAIN STREET GILROY
REDWOOD CITY,CA94063 		N/A PC GENERAL SUPPORT 7,500

WE HOPE

PO BOX 50624
PALO ALTO,CA94303 		N/A PC GENERAL SUPPORT 10,000

YMCA OF SAN FRANCISCO

169 STEUART STREET
SAN FRANCISCO,CA94105 		N/A PC MENTAL HEALTH SUPPORT IN SMC 10,000

YOUNG AUDIENCES OF NORTHERN CALIFORNIA

57 POST STREET SUITE 511
SAN FRANCISCO,CA94104 		N/A PC GENERAL SUPPORT FOR SAN MATEO COUNTY PROGRAMS 5,000

YOUTH COMMUNITY SERVICE INC

PO BOX 61000
PALO ALTO,CA94306 		N/A PC YOUTH-LED VOTING REGISTRATION EFFORTS 20,000

AIM HIGH FOR HIGH SCHOOL

PO BOX 410715
SAN FRANCISCO,CA94141 		N/A PC 2025 SUMMER PROGRAMS IN SAN MATEO COUNTY 7,500
Total .................................right arrow 3a 1,869,500
bApproved for future payment

A BRIGHTER DAY YOUTH WORK PROGRAM
1025 ALAMEDA DE LAS PULGAS SUITE
745
BELMONT,CA940023507 		N/A PC GENERAL SUPPORT FOR SAN MATEO COUNTY 30,000

BOYS & GIRLS CLUB OF THE COASTSIDE
PO BOX 545
HALF MOON BAY,CA94019 		N/A PC GENERAL SUPPORT 40,000

EAST PALO ALTO TENNIS & TUTORING
PO BOX 60597
PALO ALTO,CA94306 		N/A PC GENERAL SUPPORT 20,000

HUMAN INVESTMENT PROJECT INC
800 SOUTH CLAREMONT STREET SUITE
210
SAN MATEO,CA94402 		N/A PC GENERAL SUPPORT 30,000

MULTICULTURAL INSTITUTE
1920 SEVENTH ST
BERKELEY,CA94710 		N/A PC PROGRAMMING IN SAN MATEO COUNTY 150,000

PUENTE DE LA COSTA SUR
PO BOX 554 620 NORTH STREET
PESCADERO,CA94060 		N/A PC GENERAL SUPPORT 50,000

ROSALIE RENDU INC
2345 PULGAS AVENUE
EAST PALO ALTO,CA94303 		N/A PC FOR EXPANDED CLASSES AND FOR STAFF RETENTION 100,000

SAMARITAN HOUSE
4031 PACIFIC BOULEVARD
SAN MATEO,CA94403 		N/A PC GENERAL SUPPORT 50,000
Total ................................. right arrow 3b 470,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 577,132  
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 2,342,620  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSETTLEMENT PAYMENTS 		        1,745
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,919,752 1,745
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,921,497
(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.)
11A CLASS ACTION SETTLEMENT PAYMENTS
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:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 25,900 0   25,900

TY 2024 InvestmentsCorpBondsSchedule
Name:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES IBOND DEC 2031 222,873 222,873
ISHARES IBOND DEC 2028 246,759 246,759
ISHARES IBOND DEC 2029 268,880 268,880
ISHARES IBOND DEC 2032 155,493 155,493
ISHARES IBOND DEC 2033 177,357 177,357
ISHARES IBOND DEC 2044 217,507 217,507
ISHARES IBOND TERM 158,393 158,393
ISHARES IBOND TERM 306,588 306,588
ISHARES TREASURY FLOATNG 202,889 202,889
ISHS IBND DEC 2034 TRM 222,866 222,866
DODGE COX INCOME - DODIX 3,496,301 3,496,301

TY 2024 InvestmentsCorpStockSchedule
Name:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Name of Stock End of Year Book Value End of Year Fair Market Value
AGILENT TECHNOLOGIES - A 460,921 460,921
ALPHABET INC - GOOGL 622,986 622,986
AMAZON.COM INC - AMZN 767,207 767,207
BERKSHIRE HATHAWAY - BRKB 248,851 248,851
CARRIER GLOBAL CORP - CARR 209,558 209,558
CHARLES SCHWAB CORP - SCHW 495,645 495,645
FISERV INC - FI 745,469 745,469
GXO LOGISTICS INC - GXO 207,060 207,060
LOWES COMPANIES INC - LOW 466,205 466,205
LVMH MOET HENNESSY ORDF - LVMHF 200,033 200,033
MASTERCARD INC - MA 616,087 616,087
META PLATFORMS INC - META 612,443 612,443
MICROSOFT CORP - MSFT 355,746 355,746
MOODYS CORP - MCO 246,152 246,152
NETFLIX INC - NFLX 306,614 306,614
NINTENDO LTD - NTDOY 500,756 500,756
OLD DOMINION FREIGHT LIN - ODFL 236,023 236,023
ROSS STORES INC - ROST 397,840 397,840
SALESFORCE INC - CRM 412,898 412,898
STARBUCKS CORP - SBUX 352,499 352,499
TAIWAN SEMICONDUCTOR M - TSM 722,023 722,023
ULTA BEAUTY INC - ULTA 662,398 662,398
UNIVERSAL MUSIC GR - UMGNF 311,649 311,649
VISA INC - V 691,496 691,496
WELLS FARGO & CO - WFC 417,226 417,226
ZEBRA TECHNOLOGIES CORP - ZBRA 380,040 380,040
AIR PRODUCTS CHEMICALS INC - APD 137,769 137,769
ALNYLAM PHARMACEUTICALS INC - ALNY 52,945 52,945
ALPHABET INC CL A - GOOGL 94,650 94,650
ALPHABET INC CL C - GOOG 257,094 257,094
AMAZON COM INC - AMZN 241,329 241,329
AMERICAN ELEC PWR CO INC COM - AEP 69,173 69,173
AVANTOR INC - AVTR 136,955 136,955
BAKER HUGHES COMPANY - BKR 127,162 127,162
BANK OF AMERICA CORP - BAC 114,270 114,270
BANK OF NEW YORK MELLON CORP - BK 238,173 238,173
BAXTER INTERNATIONAL INC - BAX 96,228 96,228
BIOPHARMACEUTICAL INC - BMRN 62,444 62,444
BOOKING HOLDINGS INC - BKNG 198,737 198,737
BRISTOL MYERS SQUIBB CO - BMY 67,872 67,872
CAPITAL ONE FINL CORP - COF 218,442 218,442
CARRIER GLOBAL CORPORATION COM - CARR 122,868 122,868
CELANESE CORP SER A - CE 60,559 60,559
CHARTER COMMUNICATIONS INC NEW - CHTR 248,508 248,508
CISCO SYSTEMS INC - CSCO 103,600 103,600
COGNIZANT TECH SOLUTIONS CL A - CTSH 111,505 111,505
COHERENT CORP - COHR 61,571 61,571
COMCAST CORP CLASS A - CMCSA 184,835 184,835
CONOCOPHILLIPS - COP 76,857 76,857
CVS HEALTH CORP - CVS 202,005 202,005
DOMINION ENERGY INC - D 84,827 84,827
ECHOSTAR CORP A - SATS 22,488 22,488
ELANCO ANIMAL HEALTH INC - ELAN 77,504 77,504
FED EX CORP - FDX 309,463 309,463
FIDELITY NATIONAL INFO SERV - FIS 177,694 177,694
FISERV INC - FI 431,382 431,382
FORTIVE CORP WI - FTV 45,000 45,000
FOX CORP CL A - FOXA 47,366 47,366
FOX CORP CL B - FOX 68,610 68,610
GAMING & LEISURE PROPE W I - GLPI 46,956 46,956
GE AEROSPACE - GE 275,204 275,204
GE HEALTHCARE TECHNOLOGIES INC - GEHC 85,998 85,998
GILEAD SCIENCES INC - GILD 221,688 221,688
GOLDMAN SACHS GROUP INC - GS 157,471 157,471
HP INC - HPQ 78,312 78,312
HUMANA INC - HUM 168,717 168,717
INCYTE CORP COM - INCY 55,256 55,256
INTL FLAVORS FRAGRANCES - IFF 135,280 135,280
LPL FINANCIAL HOLDINGS INC - LPLA 32,651 32,651
META PLATFORMS INC - META 146,378 146,378
METLIFE INC - MET 311,144 311,144
MICROSOFT CORP - MSFT 242,363 242,363
MOLSON COORS BEVERAGE COMPANY - TAP 58,753 58,753
NEUROCRINE BIOSCIENCES INC - NBIX 34,125 34,125
NEWS CORP NEW CL A W - NWSA 22,032 22,032
NORFOLK SOUTHN CORP COM - NSC 228,833 228,833
OCCIDENTAL PETROLEUM CORPORATION - OXY 217,404 217,404
REGENERON PHARMACEUTICALS INC - REGN 106,850 106,850
SBA COMMUNICATIONS CORP - SBAC 96,805 96,805
SCHAB CHARLES CORP COM - SCHW 436,659 436,659
STATE STR CORP - STT 61,344 61,344
SUN COMMUNITIES - SUI 89,153 89,153
T MOBILE US INC - TMUS 154,511 154,511
THE CIGNA GROUP - CI 158,781 158,781
THE GAP INC - GAP 51,986 51,986
UNITEDHEALTH GROUP INC COM - UNH 139,112 139,112
V F CORP COM - VFC 57,942 57,942
WELLS FARGO CO NEW COM - WFC 351,200 351,200
WILLIAMS COS INC COM - WMB 143,418 143,418
ZIMMER BIOMET HOLDINGS INC - ZBH 129,397 129,397
AEGON LTD AMER REG - AEG 48,534 48,534
ANHEUSER BUSCH INBEV - BUD 145,203 145,203
GSK PLC SPONSORED ADR - GSK 169,100 169,100
HALEON PLC SPON ADS - HLN 120,433 120,433
HONDA MOTOR CO LTD - HMC 41,398 41,398
JOHNSON CTLS INTL PLC SHS - JCI 390,704 390,704
LYONDELLBASELL INDUSTRIES - LYB 81,697 81,697
MEDTRONIC PLC SHS - MDT 43,934 43,934
NOVARTIS AG - NVS 87,579 87,579
ROCHE HOLDINGS LTD - RHHBY 83,712 83,712
SANOFI - SNY 274,911 274,911
TE CONNECTIVITY PLC - TEL 110,802 110,802
UBS GROUP AG - UBS 45,480 45,480
OCCIDENTAL PETROLEUM CORPORATION - OXY 28,569 28,569

TY 2024 OtherAssetsSchedule
Name:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER RECEIVABLE 1,749 667 667


TY 2024 OtherDecreasesSchedule
Name:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Description Amount
DEFERRED EXCISE TAX 22,244


TY 2024 OtherExpensesSchedule
Name:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 70 70   0
FILING FEES 220 0   0
INSURANCE 1,414 0   1,414
MEMBERSHIPS/SUBSCRIPTIONS 549 0   830


TY 2024 OtherIncomeSchedule2
Name:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SETTLEMENT PAYMENTS 1,745   1,745


TY 2024 OtherIncreasesSchedule
Name:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Description Amount
UNREALIZED GAINS (LOSSES) ON INVESTMENTS 1,599,896


TY 2024 OtherLiabilitiesSchedule
Name:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX PAYABLE 96,228 118,472
FEDERAL EXCISE TAX PAYABLE 6,884 7,156


TY 2024 OtherProfessionalFeesSchedule
Name:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 149,762 149,762   0
FOUNDATION MANAGEMENT FEES 270,545 0   270,545


TY 2024 TaxesSchedule
Name:
ATKINSON FOUNDATION
 
C/O PACIFIC FOUNDATION SERVICES
EIN:
94-6075613
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 38,000 0   0
FOREIGN TAX 9,650 9,650   0