2026-02-10T12:09:43-06:00 2025-10-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-11-01 943116041 The Upjohn Fund of San Francisco % Foundation Source UPJO 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Fred B Weil President 8008391754 2025-12-31 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 2816408 X 0 X 2274 2274 46046 46046 -13892 38368 0 10 34438 48320 0 1182 582 17173 17173 18355 582 17173 97500 97500 115855 582 114673 -81417 47738 0 87532 54571 54571 24621 6433 5013 560532 530264 2756824 672685 591268 2816408 0 0 X 672685 591268 672685 591268 672685 591268 672685 -81417 591268 591268 Publicly-traded Securities 38368 52260 -13892 -13892 -13892 664 664 664 705 0 705 X 0 41 41 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 2618488 77991 0 2696479 0 2696479 40447 2656032 132802 132802 664 664 132138 132138 132138 114673 0 0 0 0 114673 132138 112706 114673 112706 1967 0 0 130171 0 0 NONE Fred B Weil 1676 North California Street Walnut Creek CA 94596 fweil@hansonbridgett.com 1. A simple statement of the purpose of the proposed grant-how it will be used, etc. Applications for general administrative expenses are not favored. 2. A copy of the charity's IRS tax exemption determination letter. The charity must be recognized as a public charity-not a private foundation. 3. The charity's employer identification number. 4. 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. 5. 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. 6. The average percentage of donations to the charity used for fund raising during the last 2 years. none San Francisco Bay Area public charities are preferred applicants. CHILD ADVOCATES OF SILICON VALLEY INC 1800 HAMILTON AVE STE 200 SAN JOSE CA 95125 N/A PC General & Unrestricted 10000 FOOD BANK CONTRA COSTA AND SOLANO 4010 NELSON AVE CONCORD CA 94520 N/A PC General & Unrestricted 10000 INTERNATIONAL ACTION NETWORK FOR GENDER EQUITY AND 425 MARKET ST 26TH FLOOR SAN FRANCISCO CA 94105 N/A PC General & Unrestricted 7500 LAMORINDA SOCCER CLUB PO BOX 6728 MORAGA CA 94570 N/A PC General & Unrestricted 7500 ME-ONE FOUNDATION INC PO BOX 135 ROSEVILLE CA 95678 N/A PC General & Unrestricted 10000 NEXT STEPS LIAISON PROJECT 35 MILLER AVE BOX 285 MILL VALLEY CA 94941 N/A PC General & Unrestricted 7500 SHINING STAR FOUNDATION 4470 REDWOOD HWY SAN RAFAEL CA 94903 N/A PC For use of the Star Academy 10000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 45339 SAN FRANCISCO CA 94145 N/A PC Gubens Thoracic Oncology Research Fund 35000 97500 14 2274 14 46046 18 -13892 STATE TAX REFUND 01 10 34438 34438 false false false false false false false false false false 3M CO 8579 33300 ABBOTT LABS 6023 37086 ABBVIE INC 6532 65412 ACCENTURE PLC 13986 150060 AFLAC INC 16036 85752 APPLE INC 10528 189258 BEST BUY INC 19791 41070 BRISTOL-MYERS SQUIBB CO 2843 2304 CARRIER GLOBAL 3555 23796 CHEVRON CORP 19566 47316 CISCO SYSTEMS INC 10195 36555 COLGATE-PALMOLIVE COMPANY 15408 46230 CONSTELLATION ENERGY GROUP INC 1875 18850 DANAHER CORP 10218 129228 EXELON CORPORATION 4452 6918 FORTIVE CORPORATION 1835 15102 GILEAD SCIENCES INC 17040 143748 GOLDMAN SACHS GROUP 5704 59203 ILLINOIS TOOL WORKS 4694 18294 INVESCO WATER RESOURCES ETF 16650 71440 ISHARES CHINA LARGE CAP 16587 35739 ISHARES MSCI EMERGING MARKETS 38760 58065 ISHARES TRUST MSCI EAFE INDEX 56867 94490 MICROSOFT CORP 27020 517809 NEXTERA ENERGY, INC 15300 122100 NVIDIA CORP 6992 10125 OTIS WORLDWIDE CORP 5330 18552 PEPSICO INC 20066 54784 PROCTER GAMBLE CO 20543 56389 RALLIANT CORP 1232 4392 RAYTHEON TECHNOLOGIES CORP 11860 71400 SPDR S&P BIOTECH ETF 4659 6763 TARGET CORPORATION 12115 37088 TELUS CORP 17446 29320 TRAVELERS COMPANIES INC 24089 161172 VANGUARD DIVIDEND APPRECIATION 6276 21706 VANGUARD EXT MKT IDX 6415 21174 VANGUARD TOTAL STOCK MARKET ET 28784 134168 VERALTO CORPORATION 1349 19736 VONTIER CORPORATION 531 4620 WALT DISNEY HOLDINGS CO 12533 56310 6433 5013 Administrative Fees 17148 17148 State or Local Filing Fees 25 25 State Tax Refund 10 990-PF Estimated Tax for 2025 600 Foreign Tax Paid 582 582