2024-08-29T13:36:19-05:00 2023-10-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-11-01 943116041 The Upjohn Fund of San Francisco % Foundation Source UPJO 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 fred b weil secretary 8008391754 2024-08-18 true Jeffrey D Haskell P01345770 8008391754 2022 2024-08-08 14:25:15Z X 2215144 X 0 X 1652 1652 48696 48696 -116 111000 0 50232 50348 0 1264 528 12005 12005 13269 528 12005 106500 106500 119769 528 118505 -69537 49820 17770 59254 59254 147730 45384 39840 651619 653060 2116050 10116 827235 757698 2215144 0 0 X 827235 757698 827235 757698 827235 757698 827235 -69537 757698 757698 Publicly-traded Securities 111000 111116 -116 -116 -116 692 692 692 700 0 700 X 0 8 8 false false false false false false false true true CA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Peter Larson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Ronald Larson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Fred B Weil Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 Juliana Weil Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 2270374 65956 0 2336330 0 2336330 35045 2301285 115064 115064 692 692 114372 114372 114372 118505 0 0 0 0 118505 114372 116733 2020 2019 2018 118505 116733 1772 0 0 112600 0 0 NONE Grant Applications to Fred Weil 425 Market Street 26th Fl San Francisco CA 94105 fweil@hansonbridgett.com A simple statement of the purpose of the proposed grant-how it will be used, what project will be supported, etc. Required application materials: 1. IRS tax exemption determination letter. The charity must be recognized as a public charity-not a private foundation. 2. The charity's employer identification number. 3. The charity's most recent financial statements showing: a. A statement of the charity's revenue and expense, showing the charity's sources of support and expenditures for its most recent year. Expense categories should include compensation of management and interest paid on loans secured by real property, if any. b. The charity's balance sheet. 4. The charity's budget for revenue and expense for the current year and, if available, the charity's budget for revenue and expense for the coming year. 5. The average percentage of donations to the charity used for fund raising during the last 2 years. NONE Priority is given to smaller public charities located in the San Francisco Bay Area, including Sacramento, California. Education and human services are favored. The foregoing is not intended to be a complete list of priorities. Written solicitations only. The Foundation has no paid staff and does not acknowledge the receipt of applications. Successful applicants will be notified by mail, which mail will include a check for the amount of the grant authorized by the Foundation. Grants generally do not exceed $5,000. ESTEAM 1419 CAMINO PABLO MORAGA CA 94556 N/A PC St. Mary's Center Sunday Meal Service 5000 ESTEAM 1419 CAMINO PABLO MORAGA CA 94556 N/A PC Moraga Community Service Project 2500 FOOD BANK CONTRA COSTA AND SOLANO 4010 NELSON AVE CONCORD CA 94520 N/A PC Food from the Bar program 9000 INTERNATIONAL ACTION NETWORK FOR GENDER EQUITY AND 425 MARKET ST 26TH FLOOR SAN FRANCISCO CA 94105 N/A PC General & Unrestricted 12500 MARIN FOSTER CARE ASSOCIATION 55 MITCHELL BLVD STE 2 SAN RAFAEL CA 94903 N/A PC General & Unrestricted 10000 MARIN LINK INC 5800 NORTHGATE MALL STE 250 SAN RAFAEL CA 94903 N/A PC PD-Connect program 5000 NEXT STEPS LIAISON PROJECT 35 MILLER AVE BOX 285 MILL VALLEY CA 94941 N/A PC General & Unrestricted 5000 SAN FRANCISCO STUDY CENTER INC 1663 MISSION ST STE 310 SAN FRANCISCO CA 94103 N/A PC Josie'e Place Program 7500 SHINING STAR FOUNDATION 4470 REDWOOD HWY SAN RAFAEL CA 94903 N/A PC Support of Star Academy 5000 THE GUARDSMEN 1016 LINCOLN BLVD STE 205 SAN FRANCISCO CA 94129 N/A PC General & Unrestricted 10000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 45339 SAN FRANCISCO CA 94145 N/A PC Gubens Thoracic Oncology Research Fund 35000 106500 14 1652 14 48696 18 -116 50232 50232 false false false false false false false false false false 3M CO 14884 18190 ABBOTT LABS 6023 28365 ABBVIE INC 6532 42354 ACCENTURE PLC 13986 178253 AFLAC INC 16036 62488 APPLE INC 10528 119539 BANK OF AMERICA CORP 15739 9219 BEST BUY INC 19791 33410 BRISTOL-MYERS SQUIBB CO 2843 2577 CARRIER GLOBAL 3555 19064 CHEVRON CORP 19566 43719 CISCO SYSTEMS INC 10195 26065 CITIGROUP INC 15216 1580 COLGATE-PALMOLIVE COMPANY 15408 45072 CONSTELLATION ENERGY GROUP INC 1875 5646 DANAHER CORP 10218 115212 EXELON CORPORATION 4452 5841 FIDELITY U.S. BOND INDEX FUND 55676 47944 FORTIVE CORPORATION 3067 19584 GILEAD SCIENCES INC 17040 94248 GOLDMAN SACHS GROUP 5704 22771 ILLINOIS TOOL WORKS 4694 16809 INVESCO WATER RESOURCES ETF 16650 50820 ISHARES CHINA LARGE CAP 16587 22968 ISHARES MSCI EMERGING MARKETS 38761 38535 ISHARES TRUST MSCI EAFE INDEX 56867 66920 MICROSOFT CORP 27020 338109 NEXTERA ENERGY, INC 15300 87450 OTIS WORLDWIDE CORP 5330 15442 PEPSICO INC 20066 61230 PFIZER INC 29093 31416 PROCTER GAMBLE CO 20543 56261 RAYTHEON TECHNOLOGIES CORP 11860 32556 SPDR S&P BIOTECH ETF 4659 3974 TARGET CORPORATION 12115 44316 TELUS CORP 17446 32240 TRAVELERS COMPANIES INC 24089 100464 VANGUARD DIVIDEND APPRECIATION 6276 15310 VANGUARD EXT MKT IDX 6415 13434 VANGUARD TOTAL STOCK MARKET ET 28784 82716 VERALTO CORPORATION 1349 13800 VONTIER CORPORATION 531 3547 WALGREENS BOOTS ALLIANCE 7758 5797 WALT DISNEY HOLDINGS CO 12533 40795 45384 39840 Administrative Fees 11955 11955 State or Local Filing Fees 50 50 990-PF Estimated Tax for 2023 700 990-PF Excise Tax for 2022 36 Foreign Tax Paid 528 528