2025-11-10T08:38:58-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 943368338 Westly Foundation % Foundation Source WEST 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Anita Yu Secretary 8008391754 2025-11-06 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 6366609 X 0 X 4880 4880 62966 62965 178390 1113194 178390 7461 37376 253697 283611 0 117072 117072 9627 9627 23074 7371 15703 9962 9962 3231 331 92808 42682 49344 255774 60346 191746 1158600 1158600 1414374 60346 1350346 -1160677 223265 0 142779 82013 82013 16717 7505 16717 16717 2777547 1911240 3555427 580960 559559 561515 1737169 1515754 2150937 5245960 4085283 6366609 0 0 X 5245960 4085283 5245960 4085283 5245960 4085283 5245960 -1160677 4085283 4085283 Publicly-traded Securities 1109112 892894 216218 216218 Passthrough K1 Capital Gain/(Loss) -15249 CAPITAL ROYALTY PARTNERS II (CAYMAN) LP P 2011-08-16 2024-09-30 6292 -6292 -6292 RAINETH HOUSING FUND IV, LP P 2014-05-28 2024-12-31 1104 -1104 -1104 SCP REAL ASSETS FND (A) LP P 2010-12-31 2024-12-12 1366 1366 1366 UNION BAY CAPITAL PARTNERS I, LLC P 2013-05-23 2024-07-24 2716 19825 -17109 -17109 DISTRIBUTIONS IN EXCESS OF BASIS 560 178390 3103 3103 3103 4100 0 400 4500 X 0 1397 1397 false false false false false true true 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 Steven P Westly Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chairman, Dir, Pres 1.0 0 0 0 Anita W Yu Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Dir, Treas 20.0 0 0 0 JESSICA GARCIA-KOHL 2700 YGNACIO VALLEY ROAD WALNUT CREEK CA 94598 Executive Director 35.0 117072 627 4245716 203753 2161315 6610784 0 6610784 99162 6511622 325581 325581 3103 3103 322478 322478 322478 1350346 0 0 0 0 1350346 322478 2022 2021 2020 604981 799793 578291 856669 789047 3628781 1350346 322478 1027868 4656649 0 604981 4051668 799793 578291 856669 789047 1027868 Anita W Yu Steven P Westly FOUNDATION SOURCE 55 Walls Drive Suite 302 FAIRFIELD CT 06824 8008391754 WESTLY.ORG WESTLY.ORG WESTLY.ORG ALAMEDA EMERGENCY FOOD PO BOX 2167 ALAMEDA CA 94501 N/A PC General & Unrestricted 100 BEYOND BARRIERS ATHLETIC FOUNDATION 50 WOODSIDE PLZ STE 426 REDWOOD CITY CA 94061 N/A PC General & Unrestricted 25000 BIG BROTHERS BIG SISTERS OF CENTRAL CALIFORNIA 4047 N FRESNO ST FRESNO CA 93726 N/A PC Funding to Support Two "Little-Bigs" Programs 25000 BREAKING THE CHAINS 23 3014 W MCKINLEY AVE FRESNO CA 93722 N/A PC Crisis intervention and support for trafficked juveniles 25000 Brittan Acres Elementary 2000 BELLE AVE San Carlos CA 94070 N/A GOV Teacher Art Grant: Creativity Through TK Art 500 Brittan Acres Elementary 2000 BELLE AVE San Carlos CA 94070 N/A GOV Bringing Art Outside TK 500 CALIFORNIA HEALTH COLLABORATIVE 1680 W SHAW AVE FRESNO CA 93711 N/A PC KITT PROJECT: Youth Testing & Treatment 25000 CAREERVILLAGE INC 1875 MISSION ST STE 237 PALO ALTO CA 94103 N/A PC General & Unrestricted 25000 CENTRAL VALLEY LATINO LEADERSHIP ACADEMY 2037 W BULLARD AVE 393 FRESNO CA 93711 N/A PC General & Unrestricted 12500 Clifford Elementary 225 CLIFFORD AVE Redwood City CA 94062 N/A GOV 4th Grade Art Program: Shannon Cody & Stephanie Eaton's class 1000 COLLEGE POSSIBLE 755 PRIOR AVE N STE 210 SAINT PAUL MN 55104 N/A PC General & Unrestricted 25000 COMMUNITY INITIATIVES 1000 BROADWAY STE 480 OAKLAND CA 94607 N/A PC Service expansion to girls of color and growth into the Inland Empire 25000 COMMUNITY INITIATIVES 1000 BROADWAY STE 480 OAKLAND CA 94607 N/A PC PRE-HEALTH DREAMERS: GENERAL PURPOSE GRANT TO MAINAIN 2023 SERVICE DELIVERY LEVELS 25000 DIGITAL NEST INC 1961 MAIN ST WATSONVILLE CA 95076 N/A PC General & Unrestricted 25000 EAST PALO ALTO ACADEMY FOUNDATION PO BOX 50803 PALO ALTO CA 94303 N/A PC to purchase Art Studio Supplies for East Palo Alto Academy Foundation 500 EAST PALO ALTO TENNIS AND TUTORING PO BOX 60597 PALO ALTO CA 94306 N/A PC General & Unrestricted 25000 El Granada Elementary 400 SANTIAGO ST Half Moon Bay CA 94019 N/A GOV Fall 2024 Mural Project 1500 HOLTZS HEROES FOUNDATION INC 9630 CLAYMOUNT LN FISHERS IN 46037 N/A PC General & Unrestricted 250 IMMIGRATION PROJECT INC 2039 KALA BAGAI WAY AVE 500 BERKELEY CA 94704 N/A PC Mobile Pathways/Hola Asistente 25000 IMPROVE YOUR TOMORROW 1901 ROYAL OAKS BLVD SACRAMENTO CA 95815 N/A PC Central Valley staff salaries fund 25000 KIND INC PO BOX 27839 WASHINGTON DC 20038 N/A PC Staff Attorney position support at the Central Valley office 50000 KQED INC 2601 MARIPOSA ST SAN FRANCISCO CA 94110 N/A PC General & Unrestricted 75000 LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH 400 HAMILTON AVE SUITE 340 PALO ALTO CA 94301 N/A PC Mobile Clinic Program via 2024 Summer Scamper 40000 MAGNOLIA GLOBAL ACADEMY FOR LEADERS-MGAL 1410 NEOTOMAS AVE STE 200 SANTA ROSA CA 95405 N/A PC Support Launch into Six Middle Schools in West Sonoma county 25000 METHOW CONSERVANCY PO BOX 71 WINTHROP WA 98862 N/A PC Match to the Campaign for Southern M Ranch 750 MILTON ACADEMY 151 MOUNTAIN SCHOOL RD VERSHIRE VT 05079 N/A PC General & Unrestricted 200 MINDFUL LIFE PROJECT 1001 CANAL BLVD STE A-0 RICHMOND CA 94804 N/A PC Expansion in the Central Valley 25000 MUTTVILLE 255 ALABAMA ST SAN FRANCISCO CA 94103 N/A PC General & Unrestricted 300 PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD 750 DARTMOUTH AVE SAN CARLOS CA 94070 N/A PC Tierra Linda Middle School Jazz Band Synthesizer Cart & Custom Bass Drum 500 PUENTE DE LA COSTA SUR 620 NORTH ST PESCADERO CA 94060 N/A PC Stipends for Youth Program Participants 25000 REDWOOD DAY SCHOOL 3245 SHEFFIELD AVE OAKLAND CA 94602 N/A PC General & Unrestricted 3000 RESOURCE AREA FOR TEACHING 1355 RIDDER PARK DR SAN JOSE CA 95131 N/A PC STEAM Education for 100 TK-3 students 25000 RussoMcEntee Academy 2851 GAY AVE San Jose CA 95127 N/A GOV Reinforcing fine motor skills and creativity through arts and crafts for students with autism 500 RussoMcEntee Academy 2851 GAY AVE San Jose CA 95127 N/A GOV Insect Investigations 500 SAN FRANCISCO FORTY NINERS FOUNDATION 4949 MARIE P DEBARTOLO WAY SANTA CLARA CA 95054 N/A PC General & Unrestricted 25000 SANDY HOOK PROMISE FOUNDATION PO BOX 3489 NEWTOWN CT 06470 N/A PC Expansion of "See Something, Say Something" in Central CA 25000 SECOND HARVEST OF SILICON VALLEY 4001 N 1ST ST SAN JOSE CA 95134 N/A PC General & Unrestricted 50000 SHINE TOGETHER INC 508 VALLEY WAY MILPITAS CA 95035 N/A PC Central Valley Parent Advocate Salaries and Program Education & Marketing Materials 25000 SOCCER WITHOUT BORDERS 3700 EASTERN AVE BALTIMORE MD 21224 N/A PC Girls Soccer League Activity 25000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVE STE 400 BERKELEY CA 94704 N/A PC General Purpose Grant for the Berkeley Basic Needs Fund 200000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION 501 CANAL BLVD STE E LOCKBOX 45339 RICHMOND CA 94804 N/A PC Westly Foundation Endowed Scholarship Fund 25000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION 501 CANAL BLVD STE E LOCKBOX 45339 RICHMOND CA 94804 N/A PC Doctors Academy: Teacher & Student Stipends 25000 UNIVERSITY OF NOTRE DAME OFC OF RESEARCH NOTRE DAME IN 46556 N/A PC General & Unrestricted 1000 VISION TO LEARN 12100 WILSHIRE BLVD STE 1275 LOS ANGELES CA 90025 N/A PC Service Expansion in Riverside County or Central Valley 25000 Federation of American Scientists 1112 16th Street NW Suite 600 Washington DC 20036 none NC GRAND PRIZE WINNER 5000 Mercy Oladipo 7554 W Bryn Mawr Ave Chicago IL 60631 none I GRAND PRIZE WINNER 20000 Ijeoma Uche 1517 H St APT 435 Sacramento CA 95814 none I GRAND PRIZE WINNER 20000 Scott Hickmann 225 Oak Park Drive San Francisco CA 94131 none I Grand Prize Winner 20000 Jason Lin 735 greenview pl los altos CA 94024 none I GRAND PRIZE WINNER 20000 Arpad Kovesdy 5211 Pacific Concourse Dr APT 1221 LOS ANGELES CA 90045 none I GRAND PRIZE WINNER 20000 Mateo Abascal 639 South Spring Street Apt 6A Los Angeles CA 90014 none I GRAND PRIZE WINNER 20000 The Youth Power Project 9802 Patrice Drive Apt 6A Austin TX 78750 none NC GRAND PRIZE WINNER 5000 Brain Exercise Initiative 4985 Maynard St Apt 6A San Diego CA 92122 none NC GRAND PRIZE WINNER 5000 Trojan Awareness Combatting Overdose (TACO) Inc 20 Lower Lake Road Lake Sherwood CA 91361 none NC GRAND PRIZE WINNER 5000 Wave Learning Festival 370 Edlee Ave Palo Alto CA 94306 none NC GRAND PRIZE WINNER 5000 1158600 14 4880 14 62966 18 178390 K-1 Inc/Loss 525990 -35964 14 36106 Federal Tax Refund 01 6049 CLASS ACTION LAWSUIT PROCEEDS 01 1270 -35964 289661 253697 false false false false false false false false false false Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. APPLE INC - 1.125% - 05/11/202 20395 21725 EUROPEAN INVT BK 144A NOTE - 3 54386 53169 IBRD - 2.500% - 11/22/2027 37614 37038 INTER-AMERICAN DEVELOPMENT BAN 7652 7994 INTERNATIONAL BK - 0.375% - 07 59482 63534 INTERNATIONAL BK - 1.625% - 11 98597 95121 INTERNATIONAL BK FORRECON&DEV 36939 36626 INTERNATIONAL BK FORRECON&DEV 59000 61647 INTERNTNL BK F - 1.125% - 09/1 66216 66498 MORGAN STANLEY - 3.950% - 04/2 10681 10778 NEW YORK NEW Y C - 1.890% - 05 39279 41220 PNC FINL - 5.354% - 12/02/2028 22377 22311 ROYAL BANK OF CANADA - 4.650% 21130 18974 VIRGINIA ST HSG - 1.600% - 03/ 25811 24880 ACCENTURE PLC 4687 14072 ADOBE SYSTEMS, INC 12343 11117 ALPHABET INC CL A 19002 30288 AMAZON COM 79440 197450 APPLE INC 41237 162772 BECTON DICKINSON & CO 3539 6806 BERKSHIRE HATHAWAY INC. CLASS 46338 73885 BIOGEN INC 6762 4588 C H ROBINSON WORLDWIDE INC 7181 9815 CISCO SYSTEMS INC 2627 6394 COGNIZANT TECHNOLOGY SOLUTIONS 2657 6383 COLGATE-PALMOLIVE COMPANY 3532 4091 GEN DYNAMICS CP 7056 12911 HOME DEPOT INC 13735 19450 INT'L FLAVORS & FRAGRANCES INC 8912 7187 INVESCO QQQ TRUST 187314 644472 JOHNSON & JOHNSON 15872 15764 MEDTRONIC PLC 18438 18053 MICROSOFT CORP 35506 95259 NIKE INC-CL B 6815 7718 NOVO NORDISK A S 3241 13247 ORACLE CORP 5680 30162 PROCTER GAMBLE CO 2856 5868 RAYTHEON TECHNOLOGIES CORP 11309 22565 RECKITT BENCKISER GROUP 5227 4003 ROCHE HOLDING LTD ADR 11928 10464 STARBUCKS CORP COM 7163 9673 UNILEVER PLC AMER 18679 19902 VANGUARD TOTAL STOCK MARKET ET 1281270 2035045 VISA INC 10813 15486 WAL-MART STORES INC 3524 16263 WALT DISNEY HOLDINGS CO 26557 24274 BREVET DIRECT LENDING - SHORT 75436 CAPROCK BREP VI, LLC 19439 6754 COLUMBIA PACIFIC 2016 ACQUISIT 172574 GREENBACKER RENEWABLE ENERGY C 339800 391793 KAIROS CREDIT STRATEGIES REIT, 99479 99808 KIMPACT EVERGREEN R E INV FD, 258260 NORTHGATE IV, LP 40584 24740 OAKTREE PRIVATE INVESTMENT FUN 225244 238992 TCG PRIVATE SELECT PARTNERS LP 267854 668137 TCG PRIVATE SELECT PTNRS III, 183439 278494 TRILINC GLOBAL IMPACT FUND, LL 167341 108523 Administrative Fees 46552 46552 Bank Charges 47 47 Indemnification Insurance 1163 1163 K-1 Exp CAPITAL ROYALTY PARTNE 2012 2012 K-1 Exp CAPROCK BREP VI, LLC 1297 1297 K-1 Exp COLUMBIA PACIFIC 2016 2184 2180 K-1 Exp GREENBACKER RENEWABLE 959 959 K-1 Exp KIMPACT EVERGREEN R E 1494 1488 K-1 Exp NORTHGATE IV, LP 955 950 K-1 Exp OAKTREE PRIVATE INVEST 3329 3329 K-1 Exp RAINETH HOUSING FUND I 12573 11983 K-1 Exp TCG PRIVATE SELECT PAR 8831 8698 K-1 Exp TCG PRIVATE SELECT PTN 9429 9385 K-1 Exp UNION BAY CAPITAL PART 354 354 Payroll Processing Fees 1559 1559 State or Local Filing Fees 70 70 K-1 Inc/Loss CAPITAL ROYALTY PARTNERS II (CAYMAN) 2 2 K-1 Inc/Loss CAPROCK BREP VI, LLC 28 -78 K-1 Inc/Loss COLUMBIA PACIFIC 2016 ACQUISITION II -19735 2295 K-1 Inc/Loss GREENBACKER RENEWABLE ENERGY CORP 9 9 K-1 Inc/Loss KIMPACT EVERGREEN R E INV FD, LP -13086 1708 K-1 Inc/Loss NORTHGATE IV, LP 881 784 K-1 Inc/Loss OAKTREE PRIVATE INVESTMENT FUND 2012 19361 19361 K-1 Inc/Loss SCP REAL ASSETS FND (A) LP 288 288 K-1 Inc/Loss TCG PRIVATE SELECT PARTNERS LP 3763 2957 K-1 Inc/Loss TCG PRIVATE SELECT PTNRS III, LP 1336 1485 K-1 Inc/Loss TRILINC GLOBAL IMPACT FUND, LLC 7203 7203 K-1 Inc/Loss UNION BAY CAPITAL PARTNERS I, LLC 92 92 Class Action Lawsuit Proceeds 1270 1270 Federal Tax Refund 6049 Investment Management Services 7371 7371 WESTLY PRIZE ADMIN. SERVICES 12870 12870 Website Development 2833 2833 990-PF Estimated Tax for 2024 2900 Foreign Tax Paid 331 331