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Trustee 5.00 0 Lisa J Lunday 1660 Bush St Ste 300 San Francisco CA 941095308 Sec'y/Trustee 5.00 0 Winifred J Sharp 1660 Bush St Ste 300 San Francisco CA 941095308 Trustee 5.00 0 Stephanie P Johnson 1660 Bush St Ste 300 San Francisco CA 941095308 Trustee 5.00 0 Elizabeth Stewart 1660 Bush St Ste 300 San Francisco CA 941095308 Trustee 5.00 0 Roland Perkins 1660 Bush St Ste 300 San Francisco CA 941095308 Trustee 5.00 0 Jonathan C Perkins 1660 Bush St Ste 300 San Francisco CA 941095308 Tres/Trustee 5.00 0 Steger Johnson 1660 Bush St Ste 300 San Francisco CA 941095308 Pres/Trustee 5.00 0 Jennifer Thielhelm 1660 Bush St Ste 300 San Francisco CA 941095308 Trustee 5.00 0 NONE Pacific Foundation Services LLC 1660 Bush street Suite 300 San Francisco CA 94109 Grant Management 112126 Cornerstone Capital Inc 200 Homer Avenue Palo Alto CA 943012722 Investment Advice 93005 21561592 410771 0 21972363 0 21972363 329585 21642778 1082139 1082139 25134 25134 1057005 1057005 1057005 1037867 1037867 1057005 17417 65669 2382 41039 170183 296690 1037867 0 1037867 19138 19138 277552 0 277552 63948 2382 41039 170183 X The Unity Care Group 1400 Parkmoor Avenue Suite 115 San Jose CA 95126 N/A PC General Operations 25000 A Gift for Teaching Inc 6501 Magic Way Bldg 400 C Orlando FL 32908 N/A PC School SmARTS/A Gift for Music 50000 Medicine Horse Center PO Box 1074 Mancos CO 81328 N/A PC Youth Development & Grandparents Wellness Support 30000 Bach Festival Society of Winter Par 1000 Holt Ave 2763 Winter Park FL 32789 N/A PC Bach to the Future: The Bach Festival Society of Winter Parks Education Programs 25000 Coalition for the Homeless of Centr 18 N Terry Ave Orlando FL 32801 N/A PC Early Childhood Development Center 10000 Dr Phillips Center for Performing A 155 E Anderson Street Orlando FL 32801 N/A PC Arts and Wellness for Veterans 40000 Sunrise Horse Rescue PO Box 143 St Helena CA 94574 N/A PC Operations Program 2024 40000 Winter Garden Heritage Foundation I 21 East Plant Street Winter Garden FL 34787 N/A PC Winter Garden Historical Educational Experiences 20000 Edgewood Center For Children Famili 1801 Vicente Street San Francisco CA 94116 N/A PC Therapeutic Expressive Arts 15000 Willowtail Springs Nature Preserve PO Box 89 Mancos CO 81328 N/A PC Native and Other Residencies 35000 Growing Gardens of Boulder County I 1630 Hawthorn Ave Boulder CO 80304 N/A PC Children's Nutrition and Garden Education 15000 Orlando Health Foundation 3160 Southgate Commerce Blvd Suite Orlando FL 32806 N/A PC The Healing Tree 25000 10000 Degrees 1401 Los Gamos Dr 120 San Rafael CA 94903 N/A PC Fellowship Program 50000 Gift of Swimming 205 Windermere Road Winter Garden FL 34787 N/A PC Healthy Kids Through Swimming 20000 Little Sisters of the Assumption Fa 550 Dudley Street Roxbury MA 02119 N/A PC Learning from the Community 5000 Central Christian Church 250 SW Ivanhoe Blvd Orlando FL 32804 N/A PC New Approach to Remain Viable 25500 Epic Outreach Inc PO Box 77479 Jacksonville FL 32226 N/A PC 2024 Capacity and Leadership Development to Sustain and Grow Epic Outreach 11395 Old Skool Cafe PO Box 24022 San Francisco CA 94124 N/A PC Launching At-Risk Youth in Hospitality Careers: Training & Wellness Lead 35000 Opera Orlando Inc 406 E Amelia Street Orlando FL 32803 N/A PC Cinderella on the MainStage and Educational Community Outreach 35000 Foundation for Central Florida Tang 1262 Lake Francis Drive Apopka FL 32712 N/A PC CFTSD Opportunity Assistance 15000 GlamourGals Foundation Inc Po Box 20488 New York NY 10021 N/A PC GG Ambassador Project 10000 GlamourGals Foundation Inc Po Box 20488 New York NY 10021 N/A PC The Legacy Initiative: Alumni Leading Intergenerational Service 40500 Peninsula Bridge Program 177 Bovet Rd Suite 120 San Mateo CA 94402 N/A PC Mental Health Wellness Program 10000 Rollins College 1000 Holt Avenue - 2765 Winter Park FL 32789 N/A PC Rollins Museum of Art K12 and Family Programs 42000 Foundation for Central Florida Tang 1262 Lake Francis Drive Apopka FL 32712 N/A PC CFTSD Opportunity Assistance 5000 Trustees of Columbia University 615 West 131 Street 3rd Floor New York NY 10027 N/A PC Winifred Johnson Clive Scholarship for Student Veteran Artists 50000 SF Society for the Prevention of Cr 201 Alabama Street San Francisco CA 94103 N/A PC Mobile Vaccine Clinic 20000 WildCare 76 Albert Park Lane San Rafael CA 94901 N/A PC Terwilliger Nature Education Programs 25000 Dr Phillips Center for the Performi 155 E Anderson St Orlando FL 32801 N/A PC STROKESTRA 5000 Orlando Health Foundation 3160 Southgate Commerce Blvd Suite Orlando FL 32806 N/A PC The Healing Tree 7500 WildCare 76 Albert Park Lane San Rafael CA 94901 N/A PC Capital Campaign 50000 Clarksdale Animal Rescue Effort She PO Box 142 Clarksdale MS 38614 N/A PC Community Empowerment and Pet Welfare Initiative 2024-2025 15000 Crooked Tree Arts Council Inc 461 E Mitchell St Petoskey MI 49770 N/A PC Waterways: Connecting Communities through Art and Nature 20000 Project Healing Waters Fly Fishing PO Box 695 La Plata MD 20646 N/A PC Project Healing Waters - HomeWaters Veteran Outings 31500 United in Light Inc 101 Billman Ln Livingston MT 59047 N/A PC General Operating Support 10000 William F Ryan Community Health Cen 110 West 97th Street New York NY 10025 N/A PC Aging in Normotension 5000 873395 WildCare 76 Albert Park Lane San Rafael CA 94939 N/A PC Capital Campaign 50000 50000 14 8 14 489459 18 1411042 Partnership Income 900099 6879 14 664 Return of Capital 14 490 6879 1901663 1908542 false false false false false false false false false false Merck & Co, Due 02/10/25 329250 329250 WW Grainger Due 2/15/25 194290 194290 Booking Holdings Due 6/1/26 493435 493435 American Water Due 9/1/27 105034 105034 Howard University Due 10/1/27 329102 329102 Nike Inc Due 3/27/25 198884 198884 Booking Holdings Due 3/15/25 199454 199454 Southwestern Electric Due 10/1/26 240643 240643 Comcast Corp Due 1/15/27 468222 468222 Evernorth Health Due 3/1/27 97036 97036 Waste Management Due 11/15/27 96218 96218 Toyota Motor Cre 3.05% Due 1/11/28 238672 238672 BP Capital Mark 4.234% Due 11/6/28 196977 196977 Pfizer Inc. 6.6% Due 12/1/28 106156 106156 Toyota Motor Cre 4.45% Due 6/29/29 428508 428508 Stanley Black & Decker 6% 256840 256840 Conoco Phillips 6.95% Due 4/15/29 558176 558176 Edison Intl 2.85% Due 8/1/29 209716 209716 United Health Group 2% Due 5/15/30 214977 214977 Lockheed Martin 1.85% Due 6/15/30 398012 398012 Rockwell Automation Due 8/15/31 442973 442973 Abbott Laboratories, 4,365 Sh 493725 493725 Verizon Communications, 8,750 Sh 349912 349912 Reliance Stl & Aluminum, 985 Sh 265221 265221 Fiserv Inc, 2,235 Sh 459114 459114 Simpson Manufacturing Co, 2,680 Sh 444424 444424 Amgen Inc, 1,575 Sh 410508 410508 Aptargroup Inc, 2,110 Sh 331481 331481 Blair Strip Steel, 5 Sh 31000 31000 Kimberly-Clark Corp 3,415 Sh 447502 447502 Microsoft Corp, 1,800 Sh 758700 758700 Thermo Fisher Scientific, 730 Sh 379768 379768 Johnson & Johnson, 2,780 Sh 402044 402044 Pepsico Inc, 1,605 Sh 244056 244056 Trimble Navigation LTD, 6,350 Sh 448691 448691 Visa Inc, 2,245 Sh 709510 709510 Walt Disney Co, 3,450 Sh 384158 384158 Arthur J Gallagher & Co, 1,885 Sh 535057 535057 Charles Schwab Corp, 5,345 Sh 395583 395583 Box Inc, 15,000 Sh 474000 474000 Corning Inc, 15,525 Sh 737748 737748 Abbvie Inc, 3,140 Sh 557978 557978 Alphabet Inc, 3,800 Sh 719340 719340 Amazon.com Inc, 3,360 Sh 737150 737150 Cisco Systems Inc, 8,460 Sh 500832 500832 Home Depot Inc, 1,200 Sh 466788 466788 J M Smucker Co, 2,400 Sh 264288 264288 Kinder Morgan Inc 15,560 Sh 428810 428810 Shopify Inc, 7,300 Sh 776209 776209 Uber Technologies Inc, 4,575 Sh 275964 275964 Workday Inc, 2,015 Sh 519930 519930 Ametek Inc, 1,800 Sh 324468 324468 756524 756524 Ishares MSCI, 5,930 Sh FMV 312155 312155 Crown Castle Inc, 1,750 Sh FMV 158830 158830 Select Sector UTI Select, 7,100 Sh FMV 537399 537399 Healthpeak Properties Inc, 10,000 Sh FMV 202700 202700 Legal Fees 578 0 0 578 Art Work on Loan 37900 37900 37900 Filing Fees 222 222 Storage 280 280 Partnership Income 7543 664 Return of Capital 490 Cost Basis Adjustment 12875 Grant Administration 112126 0 0 112126 Investment Fees 93005 93005 0 0 Excise Tax 16000