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

94-6069873
B Telephone number (see instructions)

(415) 561-6540
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$115,150,685J 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 18,587 18,587  
4 Dividends and interest from securities... 2,983,822 2,983,822  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,101,505
b Gross sales price for all assets on line 6a 138,105,432
7 Capital gain net income (from Part IV, line 2)... 3,101,505
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
9,136 9,136  
12 Total. Add lines 1 through 11........ 6,113,050 6,113,050  
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
29,120 11,648   18,114
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
625,710 394,965   230,745
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
222,716 15,636   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
36,352 3,876   11,453
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 913,898 426,125   260,312
25 Contributions, gifts, grants paid....... 13,656,020 10,840,417
26 Total expenses and disbursements. Add lines 24 and 25 14,569,918 426,125   11,100,729
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,456,868
b Net investment income (if negative, enter -0-) 5,686,925
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.............      
2 Savings and temporary cash investments......... 10,639,484 8,058,415 8,058,415
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.......... 29,860 22,653 22,653
10a Investments—U.S. and state government obligations (attach schedule) 23,366,537 Click to see attachment
List of Attached Documents:
// Content
29,875,466 		29,875,466
b Investments—corporate stock (attach schedule)....... 77,309,888 Click to see attachment
List of Attached Documents:
// Content
76,845,232 		76,845,232
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow368,336
Less: accumulated depreciation (attach schedule) right arrow19,417 13,978 348,919 348,919
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
88,600 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 111,448,347 115,150,685 115,150,685
Liabilities 17 Accounts payable and accrued expenses.......... 2,074 600
18 Grants payable................. 6,608,852 9,424,455
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
372,067 		Click to see attachment
List of Attached Documents:
// Content
475,888
23 Total liabilities (add lines 17 through 22)......... 6,982,993 9,900,943
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 104,465,354 105,249,742
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 104,465,354 105,249,742
30 Total liabilities and net assets/fund balances (see instructions). 111,448,347 115,150,685
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
104,465,354
2
Enter amount from Part I, line 27a .....................
2
-8,456,868
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,241,256
4
Add lines 1, 2, and 3 ..........................
4
105,249,742
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
105,249,742
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 APPLE INC P 2013-05-31 2024-09-27
b ARISTA NETWORKS INC P 2015-09-11 2024-03-11
c ARISTA NETWORKS INC P 2015-09-11 2024-09-27
d BROADCOM INC P 2019-09-13 2024-03-11
e BROADCOM INC P 2019-09-13 2024-05-20
CATERPILLAR INC P 2009-03-26 2024-03-11
CATERPILLAR INC P 2009-03-26 2024-05-20
CHUBB LIMITED P 2020-11-13 2024-03-11
EMERSON ELECTRIC CO P 2020-12-16 2024-05-20
EXXON MOBIL CORPORTATION P 2018-03-02 2024-05-20
EXXON MOBIL CORPORTATION P 2018-03-02 2024-09-27
FISERV INC P 2022-03-11 2024-03-11
FISERV INC P 2022-03-11 2024-05-20
FISERV INC P 2022-03-11 2024-09-27
JPMORGAN CHASE & CO P 2011-03-01 2024-05-20
LEGGETT & PLATT INC P 2020-03-13 2024-03-11
MOHAWK INDS INC COM P 2020-11-13 2024-05-20
NETFLIX P 2022-01-24 2024-03-11
NETFLIX P 2022-01-24 2024-09-27
PALO ALTO NETWORKS INC P 2020-12-16 2024-09-27
PHILIP MORRIS INTERNATIONAL IN P 2014-09-12 2024-09-27
TELADO HEALTH INC P 2022-05-27 2024-03-11
TEXAS INSTRUMENTS INC P 2020-03-13 2024-09-27
TJX COMPANIES INC P 2020-11-13 2024-03-11
UNION PACIFIC CORP P 2020-11-13 2024-05-20
VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF P 2015-03-20 2024-05-20
VISA INC-CLASS A SHRS P 2013-09-13 2024-03-11
WALT DISNEY CO P 2019-04-22 2024-05-20
WELLS FARGO & CO P 1970-01-01 2024-05-20
US TREASURY BILL 04/04/24 P 2024-01-04 2024-04-04
US TREASURY BILL 04/09/24 P 2024-03-11 2024-04-09
US TREASURY BILL 7/11/24 P 2024-04-09 2024-07-11
US TREASURY BILL 08/13/24 P 2024-07-15 2024-08-13
US TREASURY BILL 8/29/24 P 2024-05-31 2024-08-29
US TREASURY BILL 12/12/24 P 2020-11-13 2024-12-12
US TREASURY NOTE 2.375% 02/29/24 P 2022-03-28 2024-02-29
PAID DOWN - VR IMPAC SECD AS 5.2853% 8/25/32 P 2005-03-01 2024-03-11
PAID DOWN - VR IMPAC SECD AS 7.4782% 8/25/32 P 2005-03-01 2024-01-25
PAID DOWN - VR IMPAC SECD AS 5.27767% 8/25/32 P 2005-03-01 2024-12-26
PAID DOWN - VR IMPAC SECD AS 5.27888% 8/25/32 P 2005-03-01 2024-11-25
PAID DOWN - VR IMPAC SECD AS 5.28028% 8/25/32 P 2005-03-01 2024-10-25
PAID DOWN - VR IMPAC SECD AS 5.28123% 8/25/32 P 2005-03-01 2024-09-25
PAID DOWN - VR IMPAC SECD AS 5.28249% 8/25/32 P 2005-03-01 2024-08-26
PAID DOWN - VR IMPAC SECD AS 5.28345% 8/25/32 P 2005-03-01 2024-07-25
PAID DOWN - VR IMPAC SECD AS 5.28446% 8/25/32 P 2005-03-01 2024-06-25
PAID DOWN - VR IMPAC SECD AS 5.28542% 8/25/32 P 2005-03-01 2024-03-25
PAID DOWN - VR IMPAC SECD AS 5.28642% 8/25/32 P 2005-03-01 2024-04-25
PAID DOWN - VR IMPAC SECD AS 5.28704% 8/25/32 P 2005-03-01 2024-02-26
(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 227,348   16,311 211,037
b 286,313   16,205 270,108
c 193,263   8,102 185,161
d 174,661   36,358 138,303
e 751,946   152,704 599,242
170,184   15,273 154,911
175,170   15,275 159,895
248,916   147,732 101,184
225,958   162,892 63,066
531,211   337,713 193,498
339,269   225,142 114,127
150,104   95,048 55,056
154,221   95,048 59,173
177,009   95,048 81,961
609,740   137,910 471,830
1,028,852   1,745,180 -716,328
848,336   948,817 -100,481
304,850   177,808 127,042
353,553   177,808 175,745
134,817   43,178 91,639
543,440   377,385 166,055
385,364   887,218 -501,854
312,543   149,425 163,118
956,557   685,454 271,103
319,942   262,077 57,865
1,153,399   959,723 193,676
138,487   23,535 114,952
773,747   986,042 -212,295
431,915   2,717 429,198
6,415,004   6,415,004 0
24,897,518   24,897,518 0
31,574,666   31,574,666 0
29,877,015   29,877,015 0
2,172,106   2,172,106 0
7,614,268   7,614,268 0
23,450,000   23,466,488 -16,488
280   279 1
211   210 1
984   982 2
276   275 1
279   279 0
243   243 0
238   238 0
208   208 0
274   273 1
248   248 0
285   285 0
214   214 0
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       211,037
b       270,108
c       185,161
d       138,303
e       599,242
      154,911
      159,895
      101,184
      63,066
      193,498
      114,127
      55,056
      59,173
      81,961
      471,830
      -716,328
      -100,481
      127,042
      175,745
      91,639
      166,055
      -501,854
      163,118
      271,103
      57,865
      193,676
      114,952
      -212,295
      429,198
      0
      0
      0
      0
      0
      0
      -16,488
      1
      1
      2
      1
      0
      0
      0
      0
      1
      0
      0
      0
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 3,101,505
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 79,048
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 79,048
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 79,048
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 83,089
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,900
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 98,989
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 19,941
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow19,941 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 arrowHTTPS://WWW.WILLIAMGIRWINFOUNDATION.ORG
14
The books are in care ofright arrowPACIFIC FOUNDATION SERVICES Telephone no.right arrow (415) 561-6540

Located atright arrow1660 BUSH STREET SUITE 300SAN FRANCISCOCA ZIP+4right arrow94109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
JANE OLDS BOGART TRUSTEE
2.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
WILLIAM L OLDS III AUDIT COMMITTEE CHAIR
2.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
ANTHONY O ZANZE PRESIDENT
2.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
JAMES F ZANZE VICE PRESIDENT
2.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
MICHELLE SAUGER TREASURER
2.00 		0 0 0
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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 288,431
1660 BUSH STREETSUITE 300
SAN FRANCISCO,CA94109
1919 INVESTMENT COUNSEL LLC INVESTMENT COUNSEL 249,890
49 STEVENSON STREET SUITE 1075
SAN FRANCISCO,CA94105
WELLS FARGO ASSET CUSTODIAN 87,390
464 CALIFORNIA STREET
SAN FRANCISCO,CA94104
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
113,091,211
b
Average of monthly cash balances.......................
1b
1,189,752
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
114,280,963
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
114,280,963
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,714,214
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
112,566,749
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,628,337
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,628,337
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
79,048
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
79,048
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,549,289
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,549,289
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,549,289
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
11,100,729
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
11,100,729
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 5,549,289
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......  
b From 2020......  
c From 2021...... 331,629
d From 2022...... 4,547,623
e From 2023...... 7,448,499
f Total of lines 3a through e ........ 12,327,751
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 11,100,729
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..... 5,549,289
e Remaining amount distributed out of corpus 5,551,440
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 17,879,191
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		17,879,191
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 331,629
c Excess from 2022.... 4,547,623
d Excess from 2023.... 7,448,499
e Excess from 2024.... 5,551,440
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:
MELISSA MORAZAN SENIOR PROGRAM OFFI
1660 BUSH STREET SUITE 300
SAN FRANCISCO,CA94109
(415) 561-6540
MMORAZAN@PFS-LLC.NET
bThe form in which applications should be submitted and information and materials they should include:
1. EXPRESSION OF INTEREST REQUIRES SUMMARY LETTER ONLY. 2. COMPLETE PROPOSAL: INCLUDING CURRENT FINANCIAL STATEMENTS AND BUDGET; LIST OF OFFICERS, DIRECTORS AND/OR TRUSTEES; COPIES OF FEDERAL AND STATE TAX EXEMPTION LETTERS; AND COMPLETE JUSTIFICATION FOR REQUEST, HISTORY OF ORGANIZATION, AND A DESCRIPTION OF ITS ACTIVITIES. 3. APPLICATION INFORMATION, GO TO WWW.WILLIAMGIRWINFOUNDATION.ORG
cAny submission deadlines:
APPROXIMATELY 4 TO 6 WEEKS PRIOR TO MEETING DATE. MEETINGS ARE HELD APPROXIMATELY EVERY 3 MONTHS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
1. GRANTS ARE RESTRICTED TO CHARITABLE USES IN THE STATES OF CALIFORNIA AND HAWAII. 2. IT IS NOT A FOUNDATION POLICY TO APPROVE GRANTS FOR INDIVIDUALS OR SCHOLARSHIPS. 3. A WAITING PERIOD OF TWELVE (12) MONTHS IS REQUIRED BETWEEN PROPOSAL SUBMISSIONS.
Form 990-PF (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 BETTER WAY INC

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

A SAFE PLACE

PO BOX 23006
OAKLAND,CA94623 		  PC TO SUPPORT A COMMUNITY RESOURCE CENTER FOR BAY AREA FAMILIES FACING VIOLENCE AT HOME 150,000

AGEWELL PACE

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

THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC

PO BOX 2599
OAKLAND,CA94614 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC

PO BOX 2599
OAKLAND,CA94614 		  PC GENERAL SUPPORT 50,000

THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC

PO BOX 2599
OAKLAND,CA94614 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC

PO BOX 2599
OAKLAND,CA94614 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

ALOHA UNITED WAY INC

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

ARCHBISHOP MITTY HIGH SCHOOL

5000 MITTY AVENUE
SAN JOSE,CA95129 		  GROUP FOUR-ACRE FIELD RENOVATION PROJECT 100,000

ART WORKS DOWNTOWN INC

1337 FOURTH STREET
SAN RAFAEL,CA94901 		  PC REPAIRS TO BUILDING DAMAGE FOLLOWING A STATE OF EMERGENCY 50,000

AXIS COMMUNITY HEALTH

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

BAY AREA TECHNOLOGY SCHOOL

8251 FONTAINE ST
OAKLAND,CA94605 		  PC PALACE THEATER 20,000

CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION

2015 STEINER STREET PO BOX 7999
SAN FRANCISCO,CA94115 		  PC SUTTER HEALTH TRANSPLANT DEPARTMENT 25,000

CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION

2015 STEINER STREET PO BOX 7999
SAN FRANCISCO,CA94115 		  PC DISCRETIONARY GRANT 25,000

CANDID

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

THE CERES COMMUNITY PROJECT

PO BOX 1562 7351 BODEGA AVENUE
SEBASTOPOL,CA95473 		  PC THE CENTER FOR FOOD, YOUTH & COMMUNITY 250,000

CHILD START INCORPORATED

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

CHILDREN'S DAY SCHOOL

333 DOLORES STREET
SAN FRANCISCO,CA94110 		  PC BUILDING DREAMS TOGETHER: THE CAMPAIGN FOR CHILDRENS DAY SCHOOL 300,000

CITY HOPE SAN FRANCISCO

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

COMMITTEE ON THE SHELTERLESS

PO BOX 2744
PETALUMA,CA94953 		  PC COTS RECUPERATIVE CARE EXPANSION 126,935

COMMUNITY HOUSING PARTNERSHIP DBA HOMERISE

251 POST STREET SUITE 200
SAN FRANCISCO,CA94108 		  PC RENOVATIONS TO THE SAN CRISTINA AFFORDABLE HOUSING STRUCTURE 200,000

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		  PC PURCHASE OF A NEW VAN TO FOR MOBILE SCIENCE PROGRAM FOR MISSION SCIENCE WORKSHOP 40,000

CONSERVATION CORPS NORTH BAY INC

11 PIMENTEL COURT
NOVATO,CA94949 		  PC FACILITY RELOCATION TO PROVIDE EDUCATION AND JOB TRAINING 150,000

CORPORATION OF THE FINE ARTS MUSEUMS

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

COVENANT HOUSE CALIFORNIA

200 HARRISON ST
OAKLAND,CA94607 		  PC ENHANCES OF THE THERAPEUTIC/METING/SELF-ADVOCACY SPACE 150,000

DE LA SALLE HIGH SCHOOL OF CONCORD INC

1130 WINTON DRIVE
CONCORD,CA94518 		ATTENDED BY FAMILY MEMBER OF FOUNDATION TREASURER GROUP TUITION ASSISTANCE PROGRAM 25,000

DE MARILLAC ACADEMY

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

THE DISCALCED CARMELITE FATHERS OAKVILLE INC

P O BOX 347 20 MOUNT CARMEL DRIVE
OAKVILLE,CA94562 		  GROUP RETREAT COTTAGE RENOVATION 50,000

DOMESTIC VIOLENCE ACTION CENTER

PO BOX 3198
HONOLULU,HI96801 		  PC REPLACEMENT OF OUTDATED EQUIPMENT 157,493

DYNAMIC COMMUNITY SOLUTIONS

85-908 WAIANAE RD
WAIANAE,HI96792 		  PC 200 DWELLING UNITS - PUUHONUA O WAIANAE CAPITAL CAMPAIGN 250,000

FOOD BANK OF CONTRA COSTA AND SOLANO

4010 NELSON AVENUE
CONCORD,CA94520 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

FOOD BANK OF CONTRA COSTA AND SOLANO

4010 NELSON AVENUE
CONCORD,CA94520 		  PC GENERAL SUPPORT 50,000

FOOD BANK OF CONTRA COSTA AND SOLANO

4010 NELSON AVENUE
CONCORD,CA94520 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

FOOD BANK OF CONTRA COSTA AND SOLANO

4010 NELSON AVENUE
CONCORD,CA94520 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

THE FOOD BASKET INC

40 HOLOMUA STREET
HILO,HI96720 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

FRESH APPROACH

5060 COMMERCIAL CIRCLE SUITE C
CONCORD,CA94520 		  PC REFRIGERATED TRUCK FOR FRESH APPROACHS MOBILE FARMERS' MARKET 37,436

GOLDEN GATE AREA COUNCIL #023

6601 OWENS DRIVE SUITE 100
PLEASANTON,CA94588 		  GROUP POSITIVE YOUTH DEVELOPMENT IN THE SAN FRANCISCO BAY AREA 50,000

GROCERIES FOR SENIORS

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

HAWAII FOODBANK

2611 KILIHAU STREET
HONOLULU,HI96819 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

HAWAII MEALS ON WHEELS INC

PO BOX 236099
HONOLULU,HI96823 		  PC INCREASING THE FLEET PROGRAM 95,900

THE HELIX SCHOOL

161 MITCHELL BOULEVARD
SAN RAFAEL,CA94903 		  PC TRANSPORTATION FOR OUR TRANSITION PROGRAM 100,000

HOMEWARD BOUND OF MARIN

1385 N HAMILTON PARKWAY
NOVATO,CA94949 		  PC HOMES FOR HEROES: ENDING VETERAN HOMELESSNESS IN MARIN COUNTY, CALIFORNIA 200,000

HOPE 4 THE HEART

22035 MEEKLAND AVE
HAYWARD,CA94541 		  PC VOLUNTEER PASSENGER VAN 89,000

JOYFUL LEARNING EDUCATIONAL DEVELOPMENT CENTER

182 VENADO WAY
SAN JOSE,CA95123 		  PC RENOVATIONS OF FACILITY TO ENHANCE CHILDREN'S EARLY EDUCATIONAL AND DEVELOPMENT NEEDS 50,000

THE KELSEY

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

LA CHEIM SCHOOL INC

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

LARKIN STREET YOUTH SERVICES

134 GOLDEN GATE AVE
SAN FRANCISCO,CA94102 		  PC LARKIN STREET YOUTH SERVICES RENOVATIONS 100,000

LEAGUE TO SAVE LAKE TAHOE

2877 LAKE TAHOE BOULEVARD
SOUTH LAKE TAHOE,CA96150 		  PC KEEP TAHOE BLUE ENVIRONMENT & EDUCATION CENTER 50,000

LIFE STEPS FOUNDATION INC

5757 W CENTURY BLVD SUITE 880
LOS ANGELES,CA90045 		  GROUP LSF NORTHERN CALIFORNIA ADULT SERVICES FACILITY ENHANCEMENT PROJECT 95,939

LOGOS CHRISTIAN FELLOWSHIP

4801 ALUM ROCK AVE
SAN JOSE,CA95127 		  PC RENOVATION OF OUTDOOR MODULAR 25,000

LUMEN CHRISTI ACADEMIES OF THE ROMAN CATHOLIC DIO

2121 HARRISON STREET SUITE 100
OAKLAND,CA94612 		  GROUP IMPROVEMENTS TO THE PLANT TO ENSURE SAFETY AND SECURITY AT ST. ELIZABETH SCHOOL 400,000

LUNALILO HOME

501 KEKAULUOHI ST
HONOLULU,HI96825 		  POF MODERNIZATION OF LUNALILO HOME 103,631

MARIN BRAIN INJURY NETWORK

1132 MAGNOLIA AVENUE
LARKSPUR,CA94939 		  PC BUILDING REPAIR & GARDEN ACCESSIBILITY PROJECT 48,200

MARIN GENERAL HOSPITAL FOUNDATION

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

MAUI FOOD BANK

760 KOLU STREET
WAILUKU,HI96793 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

MENTAL HEALTH ASSOCIATION OF SAN MATEO COUNTY

2686 SPRING STREET
REDWOOD CITY,CA94063 		  PC THE UP HOUSE - REHABILITATION AND FURNISHING 50,000

MERCY FOUNDATION

3400 DATA DRIVE
RANCHO CORDOVA,CA95670 		  SO CRISTO REY HIGH SCHOOL SACRAMENTO VANS 100,000

MONTESSORI CHILDREN'S HOUSE OF THE WEST COAST

25 LAKE ST
SAN FRANCISCO,CA94118 		  PC MCH FLOORING UPDATE 10,000

NATIONAL TROPICAL BOTANICAL GARDEN

3530 PAPALINA RD
KALAHEO,HI96741 		  PC ADAPTING A FISHING COTTAGE FOR EDUCATIONAL AND CULTURAL USE 77,000

NATION'S FINEST

PO BOX 378
SANTA ROSA,CA95402 		  PC NATIONS FINEST MOBILE SERVICE UNIT (MSU) PROJECT 150,000

NATIVE AMERICAN HEALTH CENTER INC

2920 INTERNATIONAL BLVD
OAKLAND,CA94601 		  PC WEAVING COMMUNITIES TOGETHER - CAPITAL CAMPAIGN 200,000

NORCAL HEALTHCONNECT LLC DBA PETALUMA VALLEY HOSPITAL

400 N MCDOWELL BLVD
PETALUMA,CA94952 		  SOUNK UPGRADES TO INTENSIVE CARE UNIT 100,000

NORTH BAY CHILDREN'S CENTER

932 C STREET
NOVATO,CA94949 		  PC BRIGHT FUTURES CAPITAL PROJECT 50,000

OUR LADY OF LORETTO SCHOOL

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

OUR LADY OF MERCY ELEMENTARY SCHOOL

7 ELMWOOD DRIVE
DALY CITY,CA94015 		  GROUP AUTOMATIC GATE OUR LADY OF MERCY 50,000

OUR LADY OF MOUNT CARMEL SCHOOL

301 GRAND STREET
REDWOOD CITY,CA94062 		  GROUP REPLACEMENT FOR WINDOWS 45,000

OUR LADY OF PERPETUAL HELP

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

PREGNANCY SUPPORT GROUP OF WOODLAND INC

120 COURT ST
WOODLAND,CA95695 		  PC SPERO MEDICAL MOBILE CLINIC/OFFICE IMPROVEMENTS 18,726

RITTER CENTER

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

ROMAN CATHOLIC WELFARE CORPORATION OF OAKLAND - ST JOSEPH SCHOL

1961 PLUM ST
PINOLE,CA94564 		  GROUP ST. JOSEPH SCHOOL'S SECURITY PERIMETER FENCING AND GATE ACCESS CONTROL 75,000

SAINT BRIGID SCHOOL

2250 FRANKLIN STREET
SAN FRANCISCO,CA94109 		  GROUP ROOF IMPROVEMENTS 100,000

SAINT FRANCIS FOUNDATION

155 SANSOME STREET STE 500
SAN FRANCISCO,CA94104 		  PC EMERGENCY DEPARTMENT SAFE ROOMS PROJECT 200,000

SAINT MARY'S COLLEGE OF CALIFORNIA

1928 ST MARYS RD PMB 3005
MORAGA,CA94575 		AUDIT COMMITTEE CHAIR MEMBER IS A DIRECTOR OF ST. MARY'S GROUP DISCRETIONARY GRANT 25,000

THE SALVATION ARMY A CALIFORNIA CORPORATION

832 FOLSOM STREET
SAN FRANCISCO,CA94107 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

THE SALVATION ARMY A CALIFORNIA CORPORATION

832 FOLSOM STREET
SAN FRANCISCO,CA94107 		  PC GENERAL SUPPORT 50,000

THE SALVATION ARMY A CALIFORNIA CORPORATION

832 FOLSOM STREET
SAN FRANCISCO,CA94107 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

THE SALVATION ARMY A CALIFORNIA CORPORATION

832 FOLSOM STREET
SAN FRANCISCO,CA94107 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

SAMARITAN HOUSE

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

SAN FRANCISCO BALLET ASSOCIATION

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

SAN FRANCISCO FOOD BANK

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

SAN FRANCISCO FOOD BANK

PO BOX 7203
SAN FRANCISCO,CA94120 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

SAN FRANCISCO FOOD BANK

PO BOX 7203
SAN FRANCISCO,CA94120 		  PC GENERAL SUPPORT 50,000

SAN FRANCISCO FOOD BANK

PO BOX 7203
SAN FRANCISCO,CA94120 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

SAN FRANCISCO FOOD BANK

PO BOX 7203
SAN FRANCISCO,CA94120 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

SAN FRANCISCO OPERA ASSOCIATION

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

SAN FRANCISCO SYMPHONY

201 VAN NESS AVENUE DAVIES SYMPHONY
HALL
SAN FRANCISCO,CA94102 		  PC ANNUAL GRANT 100,000

SAN FRANCISCO UNIVERSITY HIGH SCHOOL

3065 JACKSON STREET
SAN FRANCISCO,CA94115 		  PC UNIVERSITY HIGH SCHOOL CALIFORNIA STREET CAMPUS 250,000

SAN FRANCISCO UNIVERSITY HIGH SCHOOL

3065 JACKSON STREET
SAN FRANCISCO,CA94115 		  PC UNIVERSITY HIGH SCHOOL CALIFORNIA STREET CAMPUS 250,000

SCHOOLS MENTORING AND RESOURCE TEAM

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

SECOND HARVEST OF SILICON VALLEY

4001 N FIRST ST
SAN JOSE,CA95134 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

SECOND HARVEST OF SILICON VALLEY

4001 N FIRST ST
SAN JOSE,CA95134 		  PC GENERAL SUPPORT 50,000

SECOND HARVEST OF SILICON VALLEY

4001 N FIRST ST
SAN JOSE,CA95134 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

SECOND HARVEST OF SILICON VALLEY

4001 N FIRST ST
SAN JOSE,CA95134 		  PC ANNUAL FUNDING - FOOD BANK GRANTS 50,000

SONOMA OVERNIGHT SUPPORT INC

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

ST DOMINICS PRIORY OF SAN FRANCISCO

2390 BUSH ST
SAN FRANCISCO,CA94115 		  GROUP DISCRETIONARY GRANT 25,000

ST PAUL SCHOOL

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

ST ANTHONY FOUNDATION

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

ST ANTHONY FOUNDATION

150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102 		  GROUP ANNUAL FUNDING - FOOD BANK GRANTS 50,000

ST ANTHONY FOUNDATION

150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102 		  GROUP GENERAL SUPPORT 50,000

ST ANTHONY FOUNDATION

150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102 		  GROUP ANNUAL FUNDING - FOOD BANK GRANTS 50,000

ST ANTHONY FOUNDATION

150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA94102 		  GROUP ANNUAL FUNDING - FOOD BANK GRANTS 50,000

ST DOMINIC'S CHURCH

2390 BUSH STREET
SAN FRANCISCO,CA94115 		  GROUP GENERAL SUPPORT 25,000

ST FINN BARR SCHOOL

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

ST MARY'S MEDICAL CENTER FOUNDATION

450 STANYAN STREET
SAN FRANCISCO,CA94117 		  SO SMMC ADOLESCENT BEHAVIORAL HEALTH ANTI-LIGATURE PROJECT 275,000

ST PETER'S SCHOOL

1266 FLORIDA STREET
SAN FRANCISCO,CA94110 		  GROUP ST. PETER'S SCHOOL FIRE SAFETY PROJECT, AND ADDITIONAL REPAIRS 15,000

ST RAYMOND SCHOOL

1211 ARBOR ROAD
MENLO PARK,CA94025 		  GROUP SAFEGUARD OUR CHILDREN - ST. RAYMOND SCHOOL SECURITY FENCE PROJECT 75,000

ST ROBERT SCHOOL

345 OAK AVE
SAN BRUNO,CA94066 		  GROUP ST. ROBERT CATHOLIC ELEMENTARY SCHOOL - COMPREHENSIVE ROOF REPAIR PROJECT 75,000

SUN STREET CENTERS

11 PEACH DR
SALINAS,CA93901 		  PC CALLE CEBU RECOVERY CENTER 200,000

SUPPORT LIFE FOUNDATION

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

TIBURCIO VASQUEZ HEALTH CENTER

1260 B STREET 125
HAYWARD,CA94541 		  PC CASTRO VALLEY CLINIC RENOVATION 35,000

TRI-VALLEY HAVEN FOR WOMEN

3663 PACIFIC AVE
LIVERMORE,CA94550 		  PC TRI-VALLEY HAVENS DOMESTIC VIOLENCE SHELTER REBUILD 100,000

UNIVERSITY OF HAWAII FOUNDATION

PO BOX 11270
HONOLULU,HI96828 		  PC PURCHASE OF CAPITAL EQUIPMENT FOR NURSING SCHOOL 200,000

UPPER ROOM DINING HALL INC

1868 BROADWAY
PLACERVILLE,CA95667 		  PC MOBILE MEAL FOOD TRUCK 50,000

VITALANT FOUNDATION

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

VIVO YOUTH ORCHESTRAS

617 BROADWAY 1206
SONOMA,CA95476 		  PC INSTRUMENT PURCHASE 45,000

VOLUNTEERS IN MEDICINE - SAN FRANCISCO (CLINIC BY THE BAY)

35 ONONDAGA AVE
SAN FRANCISCO,CA94112 		  PC RENOVATION OF THE OLD ALEMANY EMERGENCY HOSPITAL 100,000

WHITE PONY EXPRESS

2470 BATES AVENUE SUITE D
CONCORD,CA94520 		  PC BUILDING MODIFICATIONS AND EQUIPMENT PURCHASES FOR NEW LOCATION 100,000
Total .................................right arrow 3a 10,840,417
bApproved for future payment

ALL SOULS CATHOLIC SCHOOL
479 MILLER AVE
SOUTH SAN FRANCISCO,CA94080 		  GROUP ALL SOULS CATHOLIC SCHOOL FENCING & GATE PROJECT 40,000

ALLIANCE MEDICAL CENTER
1381 UNIVERSITY AVENUE
HEALDSBURG,CA95448 		  PC EXPAND ORAL HEALTH ACCESS IN NORTHERN SONOMA COUNTY 161,150

ANOVA EDUCATION AND BEHAVIOR CONSULTATION INC
475 AVIATION BOULEVARD SUITE 201
SANTA ROSA,CA95403 		  PC REBUILDING HOPE: A CAPITAL CAMPAIGN TO BRING ANOVA STUDENTS HOME 200,000

ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO
200 LARKIN STREET
SAN FRANCISCO,CA94102 		  PC MODERNIZING AGING PASSENGER AND FREIGHT ELEVATORS 200,000

BAY AREA COMMUNITY HEALTH
40910 FREMONT BLVD
FREMONT,CA94538 		  PC RENOVATIONS FOR THE MOWRY I CLINIC 100,000

BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROAD
SAUSALITO,CA94965 		  PC RENOVATION OF ENTRY PAVILION RESTROOMS 100,000

BOYS & GIRLS CLUBS NORTH SAN MATEO COUNTY
955 YOSEMITE DRIVE
PACIFICA,CA94044 		  PC PLAYGROUND AT BOYS & GIRLS CLUBS OF NORTH SAN MATEO COUNTY 101,920

BOYS & GIRLS CLUBS OF SANTA CRUZ COUNTY
543 CENTER ST
SANTA CRUZ,CA95060 		  PC BOYS & GIRLS CLUB SWIMMING POOL REVITALIZATION 175,000

CENTER FOR ELDERS' INDEPENDENCE
510 17TH ST
OAKLAND,CA94612 		  PC BUILDING ELEMENTS, FURNISHING, AND EQUIPPING CEI'S NEW COMPREHENSIVE CARE CENTER 200,000

CENTRAL CITY HOSPITALITY HOUSE
290 TURK STREET
SAN FRANCISCO,CA94102 		  PC HOSPITALITY HOUSES COMMUNITY ARTS PROGRAM 50,000

COMMUNITY HOUSING DEVELOPMENT CORPORATION OF NORTH RICHMOND
1535 FRED JACKSON WAY SUITE A
RICHMOND,CA94801 		  PC HERITAGE POINT GROCERY STORE 250,000

CONTRA COSTA INTERFAITH TRANSITIONAL HOUSING INC (HOPE SOLUTIONS)
399 TAYLOR BOULEVARD SUITE 115
PLEASANT HILL,CA94523 		  PC HOPE VILLAGES PITTSBURG AND ANTIOCH 100,000

DIOCESE OF OAKLAND CA DEPARTMENT OF EDUCATION
2121 HARRISON STREET
OAKLAND,CA94612 		  GROUP DIOCESE OF OAKLAND, CAMPAIGN FOR SCHOOL IMPROVEMENTS 250,000

EAST OAKLAND YOUTH DEVELOPMENT CENTER
8200 INTERNATIONAL BOULEVARD
OAKLAND,CA94621 		  PC EOYDC WELLNESS WING RENOVATION 100,000

GOOD SHEPHERD SCHOOL
909 OCEANA BLVD
PACIFICA,CA94044 		  GROUP GOOD SHEPHERD PERIMETER FENCING AND GATE PROJECT 50,000

HABITAT FOR HUMANITY MONTEREY BAY
108 MAGNOLIA ST
SANTA CRUZ,CA95062 		  GROUP TO SUPPORT CONSTRUCTION OF FOUR LOW-INCOME HOMES 50,000

HAMILTON FAMILIES
2567 MISSION ST
SAN FRANCISCO,CA94110 		  PC HAMILTON FAMILIES TRANSITIONAL HOUSING ROOF REPAIR 128,000

HAWAII INSTITUTE OF PACIFIC AGRICULTURE
PO BOX 497
KAPAAU,HI96755 		  PC CONSTRUCTION OF CERTIFIED WASH/PACK AND KITCHEN FACILITIES AND SUPPORT STRUCTURES 50,000

HOUSING PROVIDERS OF HAWAII INC DBA HOMEAID HAWAII
680 IWILEI RD SUITE 570
HONOLULU,HI96817 		  PC PROPERTY MANAGEMENT OFFICE FF&E FOR KA LAI OLA MAUI INTERIM WILDFIRE HOUSING 200,000

IMPROVE YOUR TOMORROW
1901 ROYAL OAKS DR
SACRAMENTO,CA95815 		  PC COLLEGE SUCCESS CENTER 200,000

INSIGHT HOUSING
2855 TELEGRAPH AVE SUITE 601
BERKELEY,CA94705 		  PC INSIGHT HOUSING DWIGHT WAY CENTER RENOVATION 277,616

KAPI'OLANI HEALTH FOUNDATION
55 MERCHANT STREET SUITE 2600
HONOLULU,HI96813 		  PC MARTHA B. SMITH CANCER & INFUSION CENTER AT KAPIOLANI MEDICAL CENTER FOR WOMEN & CHILDREN 250,000

LAS TRAMPAS SCHOOL INC
PO BOX 515
LAFAYETTE,CA94549 		  PC DISASTER RELIEF FOLLOWING PROPERTY DAMAGE FROM WINTER STORMS 69,706

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

MARIN CITY HEALTH & WELLNESS CENTER
4000 CIVIC CENTER DRIVE SUITE 360
SAN RAFAEL,CA94903 		  PC OUTDOOR CAPITAL IMPROVEMENTS AT NEW MARIN CITY CLINIC 100,000

MARIN COMMUNITY CLINIC
9 COMMERCIAL BLVD STE 100
NOVATO,CA94949 		  PC MARIN COMMUNITY CLINICS AT VIVALON HEALTHY AGING CAMPUS 50,000

MARIN HORIZON SCHOOL
305 MONTFORD AVENUE
MILL VALLEY,CA94941 		  PC NEXT HORIZON CAMPAIGN 50,000

MEALS ON WHEELS OF SAN FRANCISCO INC
2142 JERROLD AVE
SAN FRANCISCO,CA94124 		  PC EMERGENCY FOOD PREPAREDNESS GENERATOR 100,000

MISSION DOLORES BASILICA
3321 SIXTEENTH ST
SAN FRANCISCO,CA94114 		  GROUP MISSION DOLORES BASILICA RESTROOM RENOVATION 100,000

MOTIVATING INSPIRING SUPPORTING AND SERVING SEXUALLY EXPLOITED YOUTH
424 JEFFERSON
OAKLAND,CA94607 		  PC SAFE SPACES 200,000

NATIONAL AUDUBON SOCIETY INC
1901 HARRISON STREET SUITE 1450
OAKLAND,CA94612 		  GROUP LYFORD HOUSE RENOVATION FOR COMMUNITY CONSERVATION FELLOWSHIP HOUSING AT RICHARDSON BAY AUDUBON CENTER & SANCTUARY 75,000

NORTHERN CALIFORNIA LAND TRUST (NCLT)
3120 SHATTUCK AVENUE
BERKELEY,CA94705 		  PC BAKER ST RENOVATIONS 200,000

OPTIONS RECOVERY SERVICES
1835 ALLSTON WAY
BERKELEY,CA94703 		  PC RECOVERY RESIDENCE KITCHEN RENOVATION 100,000

PLUMFIELD INC
9360 OCCIDENTAL RD
SEBASTOPOL,CA95472 		  PC EARLY ELEMENTARY CAMPUS EXPANSION 199,000

PRESENTATION SCHOOL
20872 BROADWAY
SONOMA,CA95476 		  PC BUILDING TOMORROW'S SCHOLARS: ENVISIONING THE NEXT 25 YEARS 105,000

RICHMOND DISTRICT NEIGHBORHOOD CENTER
741 30TH AVE
SAN FRANCISCO,CA94121 		  PC THE RICHMOND NEIGHBORHOOD CENTER (TRNC) CAPITAL IMPROVEMENT PROJECT 126,842

SACRED HEART CATHEDRAL PREPARATORY
1055 ELLIS ST
SAN FRANCISCO,CA94109 		  GROUP LASALLE LOBBY RENOVATION PROJECT 250,000

SAINT CATHERINE OF SIENA SCHOOL
1310 BAYSWATER AVE
BURLINGAME,CA94010 		  GROUP ST. CATHERINE OF SIENA SCHOOL SAFETY AND SECURITY FENCING AND WINDOWS 100,000

SAINT VERONICA CATHOLIC CHURCH
434 ALIDA WAY
SOUTH SAN FRANCISCO,CA94080 		  GROUP ST. VERONICA SCHOOL AND CHURCH PERIMETER FENCING PROJECT 60,000

SAINT VINCENT DE PAUL SCHOOL
2350 GREEN ST
SAN FRANCISCO,CA94123 		  GROUP SEISMIC SAFETY AND CAMPUS ENHANCEMENT 200,000

SALESIAN COLLEGE PREPARATORY
2851 SALESIAN AVENUE
RICHMOND,CA94804 		  GROUP RENOVATION OF FACILITIES: REPLACE AGING FIELD TURF 400,000

SONOMA FAMILY MEAL
1370A REDWOOD WAY 17
PETALUMA,CA94954 		  PC NOT JUST ANOTHER FOOD TRUCK 87,134

ST ELIZABETH SETON SCHOOL
1150 N 1ST ST STE 100
SAN JOSE,CA95112 		  GROUP A ROOF FOR THE FUTURE: SAFEGUARDING EDUCATION AT ST. ELIZABETH SETON SCHOOL 100,000

ST JOACHIM SCHOOL
21250 HESPERIAN BLVD
HAYWARD,CA94541 		  GROUP ST. JOACHIM SCHOOL GATE PROJECT 30,000

ST TIMOTHY CATHOLIC SCHOOL
1515 DOLAN AVE
SAN MATEO,CA94401 		  GROUP ST. TIMOTHY'S PERIMETER FENCE PROJECT 75,000

THAT MAN MAY SEE INC
490 ILLINOIS STREET UCSF BOX 0352
SAN FRANCISCO,CA94143 		  PC BASIC SCIENTISTS RELOCATION TO UCSF'S MISSION BAY CAMPUS 198,598

TIDES CENTER
PO BOX 889385
LOS ANGELES,CA90088 		  PC NEW PROJECT: YOUTH THIRD PLACE ON GENEVA & SAN JOSE FOR YOUTH ART EXCHANGE 75,000

TOWN SCHOOL FOR BOYS
2750 JACKSON ST
SAN FRANCISCO,CA94115 		RELATED PARTY PC TOWN SCHOOL FOR BOYS ENGINEERING STUDIO 300,000

WE HOPE
PO BOX 50624
PALO ALTO,CA94303 		  PC HEART & HOUSE 100,000

YES NATURE TO NEIGHBORHOODS
3029 MACDONALD AVENUE
RICHMOND,CA94804 		  PC BUILDING A NATURE-INSPIRED COMMUNITY CENTER TO INSPIRE HEALTHY AND ENGAGED YOUTH LEADERS IN RICHMOND, CA 200,000

YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE EAST BAY
2111 MARTIN LUTHER KING JR WAY
BERKELEY,CA94704 		  PC M. ROBINSON BAKER YMCA EARLY LEARNING CENTER CAPITAL EXPANSION PROJECT 200,000

CHANGE IN DISCOUNT APPLIED
SEE PRIOR YEAR
SAN FRANCISCO,CA94111 		  PC SEE PRIOR YEAR 13,520

ACCRUED IN PRIOR YEAR
SEE PRIOR YEAR
SAN FRANCISCO,CA94111 		  PC SEE PRIOR YEAR -4,482,883
Total ................................. right arrow 3b 2,815,603
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 18,587  
4 Dividends and interest from securities ....     14 2,983,822  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 9,136  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,101,505  
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 6,113,050 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,113,050
(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 IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 29,120 11,648   18,114

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Name of Stock End of Year Book Value End of Year Fair Market Value
AMAZON COM INC 2,193,900 2,193,900
NETFLIX 3,565,280 3,565,280
PEPSICO INC 760,300 760,300
PHILIP MORRIS INTERNATIONAL IN 2,166,300 2,166,300
CHEVRON CORP 1,086,300 1,086,300
EXXON MOBIL CORPORTATION 1,075,700 1,075,700
BERKSHIRE HATHAWAY INC DEL 2,042,760 2,042,760
JPMORGAN CHASE & CO 1,677,970 1,677,970
WELLS FARGO & CO 1,826,240 1,826,240
ABBOTT LABS 1,017,990 1,017,990
BIOMARIN PHARMACEUTICAL INC 867,636 867,636
ISHARES NASDAQ BIOTECHNOLOGY ETF 1,983,150 1,983,150
JOHNSON & JOHNSON 1,446,200 1,446,200
PFIZER INC 1,392,825 1,392,825
CATERPILLAR INC 1,451,040 1,451,040
EMERSON ELECTRIC CO 1,239,300 1,239,300
TREX COMPANY INC 1,035,450 1,035,450
UNION PACIFIC CORP 1,140,200 1,140,200
ADOBE INC 1,033,881 1,033,881
ALPHABET INC CL A 2,839,500 2,839,500
APPLE INC 1,627,730 1,627,730
ARISTA NETWORKS INC 1,989,540 1,989,540
BROADCOM INC 1,391,040 1,391,040
CISCO SYSTEMS INC 1,184,000 1,184,000
FISERV INC 1,437,940 1,437,940
MICROSOFT CORP 2,107,500 2,107,500
PALO ALTO NETWORKS INC 1,819,600 1,819,600
PAYPAL HOLDINGS INC 1,024,200 1,024,200
TEXAS INSTRUMENTS INC 1,312,570 1,312,570
VISA INC-CLASS A SHRS 2,054,260 2,054,260
AIR PRODS & CHEMS INC COM 1,160,160 1,160,160
DOW INC 1,003,250 1,003,250
AT & T INC 2,504,700 2,504,700
VERIZON COMMUNICATIONS 2,599,350 2,599,350
CHUBB LIMITED 2,155,140 2,155,140
MEDTRONIC, PLC 1,198,200 1,198,200
VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF 1,030,320 1,030,320
VANGUARD MIDCAP VIPER 7,131,510 7,131,510
VANGUARD SMALL CAP VIPER 6,007,000 6,007,000
REALTY INCOME CORP COM 801,150 801,150
SIMON PROPERTY GROUP INC 1,722,100 1,722,100
US BANCORP 1,674,050 1,674,050
SOLAREDGE TECHNOLOGIES INC 68,000 68,000

TY 2024 InvestmentsGovtObligationsSch
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
US Government Securities - End of Year Book Value:

29,875,466
US Government Securities - End of Year Fair Market Value:

29,875,466
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 IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CONSTRUCTION IN PROGRESS 88,600 0 0


TY 2024 OtherExpensesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 9,689 3,876   5,407
MAINTENANCE - PAUL I. FAGAN MEMORIAL PARK 7,200 0   6,000
BANK CHARGES 46 0   46
PIF MEMORIAL PARK IMPROVEMENTS - DEPRECIATION 19,417 0   0


TY 2024 OtherIncomeSchedule2
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION SETTLEMENT INCOME 9,136 9,136 9,136


TY 2024 OtherIncreasesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Description Amount
CURRENT YEAR UNREALIZED LOSS ON SECURITIES 9,241,256


TY 2024 OtherLiabilitiesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Description Beginning of Year - Book Value End of Year - Book Value
SUBTENANT DEPOSIT 12,931 0
DEFERRED EXCISE TAX PAYABLE 347,067 475,288
ACCRUED EXPENSES 12,069 600


TY 2024 OtherProfessionalFeesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 337,279 337,279   0
FOUNDATION MANAGEMENT 288,431 57,686   230,745


TY 2024 TaxesSchedule
Name:
THE WILLIAM G IRWIN CHARITY FOUNDATION
EIN:
94-6069873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 78,859 0   0
DEFERRED FEDERAL EXCISE TAX 128,221 0   0
FOREIGN TAX PAID 14,936 14,936   0
STATE TAX AND FILING FEES 700 700   0