2024-11-05T14:44:19-06:00 2023-12-31 814234542 BPM LLP ONE CALIFORNIA STREET SUITE 2500 SAN FRANCISCO CA 941115426 990PF 2023-01-01 200391079 THE JOLSON FAMILY FOUNDATION JOLS 4158358900 1299 FOURTH STREET 200 SAN RAFAEL CA 94901 JOSEPH JOLSON OFFICER 4158358900 2024-11-01 1 0 SANDY G MURRAY P00186634 4154215757 2024-11-01 2023 2024-10-15 13:58:12Z X 17418305 X 0 X 58642 58642 554377 554377 13750 13750 13750 78489 641745 477551 13656 0 718914 1104320 0 0 0 57677 43258 14419 94322 0 0 42035 0 42035 206630 170515 8388 400664 213773 64842 609500 609500 1010164 213773 674342 -291250 890547 11543060 11540407 11540407 2147674 2069722 5877898 13690734 13610129 17418305 0 0 X 0 0 0 0 13690734 13610129 13690734 13610129 13690734 13610129 13690734 -291250 210645 13610129 0 13610129 SHORT TERM GAIN FROM PASSTHROUGH P 2023-01-01 2023-12-31 63257 -63257 -63257 LONG TERM GAIN FROM PASSTHROUGHS P 2023-01-01 2023-12-31 8510 8510 8510 SECTION 1231 GAIN FROM PASSTHROUGH P 2023-01-01 2023-12-31 133236 98837 34399 34399 DISPOSITION OF PARTNERSHIP P 2023-01-01 2023-12-31 6237 6237 6237 DISPOSITION OF OFFSHORE INVESTMENT P 2017-03-31 2023-12-31 219873 2100 217773 217773 OTHER CAPITAL GAINS P 2023-01-01 2023-12-31 273889 273889 273889 477551 12379 0 12379 0 12379 23580 0 0 0 23580 0 11201 11201 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A JOSEPH A JOLSON 4158358980 1299 FOURTH ST SUITE 200 SAN RAFAEL CA 94901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH A JOLSON 1299 FOURTH ST SUITE 200 SAN RAFAEL CA 94901 PRESIDENT AND TREASURER 20.00 0 0 0 KATHLEEN JOLSON 1299 FOURTH ST SUITE 200 SAN RAFAEL CA 94901 SECRETARY 1.00 0 0 0 NONE 0 BPM LLP 1 CALIFORNIA ST 2500 SAN FRANCISCO CA 94111 ACCOUNTING AND TAX 57677 0 0 0 11691429 5997402 17688831 0 0 17688831 265332 17423499 871175 871175 12379 11457 23836 847339 0 847339 0 847339 674342 0 674342 847339 588502 0 0 674342 588502 0 0 85840 0 0 0 0 0 0 0 0 761499 0 0 0 JOSEPH A JOLSON KATHLEEN JOLSON X 10000 DEGREES 1650 LOS GAMOS DRIVE 110 SAN RAFAEL CA 94903 NONE PC GENERAL SUPPORT 75000 AIM HIGH FOR HIGH SCHOOL 2030 HARRISON STREET 3RD FLOOR SAN FRANCISCO CA 94110 NONE PC GENERAL SUPPORT 2500 AUTISTIC SELF ADVOCACY NETWORK PO BOX 66122 WASHINGTON DC 20035 NONE PC GENERAL SUPPORT 2500 BRIDGE THE GAP 105 DRAKE AVENUE MARIN CITY CA 94965 NONE PC GENERAL SUPPORT 104500 CERES COMMUNITY PROJECT PO BOX 1562 SEBASTOPOL CA 95472 NONE PC GENERAL SUPPORT 2000 CROHNS AND COLITIS FOUNDATION 733 THIRD AVENUE 510 NEW YORK NY 10017 NONE PC GENERAL SUPPORT 10000 DOGWOOD ANIMAL RESCUE 1415 FULTON ROAD SUITE 205 SANTA ROSA CA 95403 NONE PC GENERAL SUPPORT 1000 DOWNTOWN STREET TEAM 1671 THE ALAMEDA NO 306 SAN JOSE CA 95126 NONE PC GENERAL SUPPORT 7500 EXTRA FOOD MARIN PO BOX 150394 SAN RAFAEL CA 94915 NONE PC GENERAL SUPPORT 30000 GLADSTONE INSTITUTE 1650 OWENS STREET SAN FRANCISCO CA 94158 NONE PC GENERAL SUPPORT 5000 HALLECK CREEK 174 OLD RANCHERIA ROAD NICASIO CA 94946 NONE PC GENERAL SUPPORT 5000 HAMILTON FAMILIES 273 9TH STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 5000 HOMELESS ACTION CENTER 3126 SHATTUCK AVENUE BERKELEY CA 94705 NONE PC GENERAL SUPPORT 5000 HOMEWARD BOUND OF MARIN PO BOX 6427 OAKLAND CA 94103 NONE PC GENERAL SUPPORT 15000 HUCKLEBERRY YOUTH PROGRAMS 3450 GEARY BLVD SUITE 107 SAN FRANCISCO CA 94118 NONE PC GENERAL SUPPORT 5000 JEWISH FAMILY AND CHILDREN'S SERVICES 2150 POST STREET SAN FRANCISCO CA 94115 NONE PC GENERAL SUPPORT 2500 JEWISH VOICES FOR PEACE PO BOX 589 BERKELEY CA 94701 NONE PC GENERAL SUPPORT 5000 MARIN COMMUNITY FOOD BANK 75 DIGITAL DRIVE NOVATO CA 94949 NONE PC GENERAL SUPPORT 30000 NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN 333 JOHN CARLYLES STREET SUITE 12 ALEXANDRIA VA 22314 NONE PC GENERAL SUPPORT 5000 NEXT GENERATION SCHOLARS 1018 E STREET SAN RAFAEL CA 94901 NONE PC GENERAL SUPPORT 125000 NICASIO LAND PRESERVE PO BOX 532 NICASIO CA 94946 NONE PC GENERAL SUPPORT 1000 NICASIO VOLUNTEER FIRE DEPARTMENT 5 OLD RANCHERIA ROAD NICASIO CA 94946 NONE PC GENERAL SUPPORT 15000 NORTH BEACH CITIZENS 1034 KEARNY STREET SAN FRANCISCO CA 94133 NONE PC GENERAL SUPPORT 2500 RANCHO COASTAL ALLIANCE 389 REQUEZA STREET ENCINITAS CA 92024 NONE PC GENERAL SUPPORT 2500 RAPHAEL HOUSE 1065 SUTTER ST SAN FRANCISCO CA 94109 NONE PC GENERAL SUPPORT 5000 SAN GERONIMO VALLEY COMMUNITY CENTER 6350 SIR FRANCIS DRAKE BLVD SAN GERONIMO CA 94963 NONE PC GENERAL SUPPORT 15000 SFGH FOUNDATION 2789 25TH ST STE 2028 SAN FRANCISCO CA 94110 NONE PC GENERAL SUPPORT 5000 ST ANTHONY'S FOUNDATION 121 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 NONE PC GENERAL SUPPORT 25000 ST VINCENT DE PAUL SOCIETY OF MARIN 820 B STREET SAN RAFAEL CA 94901 NONE PC GENERAL SUPPORT 25000 THE CHANGE PROGRAM PO BOX 6461 SANTA ROSA CA 954060461 NONE PC GENERAL SUPPORT 10000 UCSF FOUNDATION 2001 THE EMBARCADERO 3RD FLOOR SAN FRANCISCO CA 94133 NONE PC GENERAL SUPPORT 10000 UNIVERSITY OF DENVER 2199 S UNVERSITY BLVD DENVER CO 80210 NONE PC GENERAL SUPPORT 25000 US HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 NONE PC GENERAL SUPPORT 5000 VIVALON 930 TAMALPAIS AVENUE SAN RAFAEL CA 94901 NONE PC GENERAL SUPPORT 5000 WALNUTS HILLS HIGH SCHOOL ALUMNI FOUNDATION 3250 VICTORY PARKWAY CINCINNATI OH 45207 NONE PC GENERAL SUPPORT 1000 WEST MARIN SENIOR SERVICES PO BOX 791 POINT REYES CA 94956 NONE PC GENERAL SUPPORT 5000 WILDCARE 179 THE ALAMEDA SAN ANSELMO CA 94960 NONE PC GENERAL SUPPORT 5000 YALE UNIVERSITY 149 ELM STREET NEW HAVEN CT 06520 NONE PC GENERAL SUPPORT 5000 609500 0 14 58642 14 554377 900099 -30910 16 44660 14 13656 900099 98837 18 -20348 67927 650987 0 718914 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 57677 43258 14419 ARGONAUT PARTNERS FMV 8661 1825 BOATHOUSE ROW I, LP & HSC OFFSHORE LTD CLASS A RF SERIES 2A FMV 722260 2763641 HARVEST GROWTH CAPITAL II, LLC FMV 42145 489448 HARVEST GROWTH CAPITAL III, LLC FMV 358687 358687 OMEGA VENTURE PARTNERS FMV 234983 320065 EVOLUTION REALTY PARTNER I, II & III LLC FMV 75257 1156598 HARVEST GROWTH CAPITAL IV, LLC FMV 271961 396264 TRAC UNICORN FUND II FMV 355768 391370 BANK CHARGES & FEES 205 0 205 OFFICE 5360 0 5360 INSURANCE 1568 0 1568 PARKING 900 0 900 FILING FEES 355 0 355 ORDINARY EXPENSES FROM PARTNERSHIPS 198242 170515 0 OTHER INCOME 13656 0 0 PRIOR PERIOD ADJUSTMENT 210645 EXCISE & OTHER TAXES 94322 0 0