2023-11-14T08:45:54-06:00 2022-12-31 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990PF 2022-01-01 205691977 BARBARA AND GERSON BAKAR FOUNDATION DBA THE ACHIEVE FOUNDATION BARB 4155768100 201 FILBERT STREET 400 SAN FRANCISCO CA 94133 BARBARA BASS BAKAR PRESIDENT 4155768100 2023-11-14 1 BARBARA BASS BAKAR 999009999 0 SARAH REDDEN P00898534 6123974000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 115908800 X 461468 50353 50353 586257 586257 949924 949924 1503458 3367516 1617248 5415518 3757316 62320 0 62320 361597 0 361597 65232 0 65232 41210 20605 20605 159624 44150 453 37368 0 1044300 526961 256620 1771651 591716 766827 6763149 6539650 8534800 591716 7306477 -3119282 3165600 7431505 4611678 4611678 17962 39453 17962 17962 70838591 57770039 57770039 70872382 52651133 52651133 926022 68034 893616 857988 857988 150075547 115908800 115908800 223499 0 223499 X 150075547 115685301 150075547 115685301 150075547 115908800 150075547 -3119282 0 146956265 31270964 115685301 CAPITAL GAIN DIVIDENDS P 2021-12-31 2022-12-31 949924 949924 949924 PARTNERSHIP GAIN/LOSS P 2021-12-31 2022-12-31 553534 553534 1503458 44002 0 44002 0 44002 141925 0 0 0 141925 X 0 97923 97923 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A BARBARA BASS BAKAR 4155768100 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 BARBARA BASS BAKAR 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 CHAIRMAN/PRES/EXEC DIRECTOR 1.00 62320 0 0 NALRAJ GOUNDAR 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 TREASURER 1.00 0 0 0 SHARON HASEGAWA 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 SECRETARY 1.00 0 0 0 KATHLEEN MCCORMICK 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 DIRECTOR 1.00 0 0 0 NANCI BAKAR FREDKIN 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 DIRECTOR 1.00 0 0 0 REBECCA RENZAS 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 DIRECTOR 1.00 0 0 0 PHYLLIS COOK 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 DIRECTOR 1.00 0 0 0 ALEXANDER RIVERA 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 SENIOR PROGRAM COORD 40.00 122234 0 0 KATHRYN ASCENCIO 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 COLLEGE ADVISOR 40.00 76596 0 0 SARAH JIMENEZ 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 PROGRAM COORDINATOR 40.00 71596 0 0 BERENICE FUENTES-JUAREZ 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 ADMINISTRATIVE ASSIS 40.00 54655 0 0 0 HALL CAPITAL PARTNERS LLC ONE MARITIME PLAZA SAN FRANCISCO CA 94111 INVESTMENT MANAGEMENT 188995 0 NONE 0 0 5430884 8302454 105155005 118888343 0 0 118888343 1783325 117105018 5855251 5855251 44002 44002 5811249 0 5811249 0 5811249 7306477 0 1740 7308217 5811249 6280483 0 0 7308217 6280483 0 0 1027734 0 0 0 0 0 0 0 0 4783515 0 0 0 BARBARA BASS BAKAR X ALAMEDA COUNTY COMMUNITY FOOD BANK PO BOX 2599 OAKLAND CA 94614 PC GENERAL SUPPORT 50000 AMERICAN JEWISH COMMITTEE 121 STEUART STREET SUITE 405 SAN FRANCISCO CA 94501 PC GENERAL SUPPORT 2500 ARCHBISHOP RIORDAN HIGH SCHOOL 175 FRIDA KAHLO WAY SAN FRANCISCO CA 94112 PC TUITION EXPENSE REIMBURSEMENT 293000 BAPTIST HEALTH FOUNDATION 1575 SAN IGNACIO AVENUE 100 CORAL GABLES FL 33143 PC GENERAL SUPPORT 3250000 BERKELEY REPERTORY THEATRE 2015 ADDISON STREET BERKELEY CA 94704 PC GENERAL SUPPORT 60000 BOSTON PLASTIC & ORAL SURGERY FOUNDATION 300 LONGWOOD AVENUE BOSTON MA 02115 PC GENERAL SUPPORT 110307 BOYS & GIRLS CLUB OF SAN FRANCISCO 380 FULTON STREET SAN FRANCISCO CA 94102 PC GENERAL SUPPORT 250000 BRIDGE HOUSING 600 CALIFORNIA STREET 900 SAN FRANCISCO CA 94108 PC GENERAL SUPPORT 50000 CENTER FOR INDEPENDENT LIVING 2490 MARINER SQUARE LOOP SUITE 210 ALAMEDA CA 94501 PC GENERAL SUPPORT 10000 CENTER FOR INDEPENDENT LIVING 3075 ADELINE STREET 100 BERKELEY CA 94703 PC GENERAL SUPPORT 20000 CHAMPION CHARITIES 555 BRYANT STREET 230 PALO ALTO CA 94301 PC GENERAL SUPPORT 50000 CHRONICLE SEASON OF SHARING PO BOX 4470 SAN FRANCISCO CA 94144 PC GENERAL SUPPORT 50000 COMPASS FAMILY SERVICES 37 GROVE STREET SAN FRANCISCO CA 94102 PC GENERAL SUPPORT 30000 COMPUTER TECHNOLOGIES PROGRAM 3075 ADELINE STREET SUITE 240 BERKELEY CA 94703 PC GENERAL SUPPORT 20000 GALERIASTUDIO 24 2779 FOLSOM STREET SUITE A SAN FRANCISCO CA 94110 PC GENERAL SUPPORT 500 HEBREW FREE LOAN ASSOCIATION 131 STEUART STREET SUITE 520 SAN FRANCISCO CA 94105 PC GENERAL SUPPORT 50000 HOLY NAMES HIGH SCHOOL 4660 HARBORD DRIVE OAKLAND CA 94618 PC TUITION EXPENSE REIMBURSEMENT 311153 HOLY NAMES HIGH SCHOOL 4660 HARBORD DRIVE OAKLAND CA 94618 PC GENERAL SUPPORT 100000 INTERLOCHEN CENTER FOR THE ARTS PO BOX 199 INTERLOCHEN MI 49643 PC GENERAL SUPPORT 15000 JAMM MAGALING 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 NONE I STUDENT SCHOLARSHIP 15000 JEWISH COMMUNITY CENTER OF SAN FRANCISCO 3200 CALIFORNIA STREET SAN FRANCISCO CA 94118 PC GENERAL SUPPORT 30000 JEWISH HOME & SENIOR LIVING 302 SILVER AVENUE SAN FRANCISCO CA 94112 PC GENERAL SUPPORT 5000 JEWISH VOCATIONAL SERVICES 548 MARKET STREET PMB 37733 SAN FRANCISCO CA 94104 PC GENERAL SUPPORT 30000 MARY WU 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 NONE I STUDENT SCHOLARSHIP 7500 MERCY HIGH SCHOOL 3250 19TH AVENUE SAN FRANCISCO CA 94132 PC TUITION FEES REIMBURSEMENT 120282 MERISTEM INC 9200 FAIR OAKS BOULEVARD FAIR OAKS CA 95628 PC GENERAL SUPPORT 10000 NESTOR OROZCO-LLAMAS 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 NONE I STUDENT SCHOLARSHIP 15000 NICHOLAS NIDO 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 NONE I STUDENT SCHOLARSHIP 4500 NOTRE DAME HIGH SCHOOL 1540 RALSTON AVENUE BELMONT CA 94002 PC TUITION EXPENSE REIMBURSEMENT 7408 OAKLAND MUSEUM OF CALIFORNIA 100 OAK STREET OAKLAND CA 94607 PC GENERAL SUPPORT 100000 OSHMAN FAMILY JEWISH COMMUNITY CENTER 3921 FABIAN WAY PALO ALTO CA 94303 PC GENERAL SUPPORT 3600 PENINSULA JEWISH COMMUNITY CENTER 800 FOSTER CITY BOULEVARD FOSTER CITY CA 94404 PC GENERAL SUPPORT 13900 SAN FRANCISCO GENERAL HOSPITAL FOUNDATION 1001 POTRERO BUILDING 40 ROOM 530 SAN FRANCISCO CA 94110 PC GENERAL SUPPORT 100000 SAN FRANCISCO MUSEUM OF MODERN ART 151 THIRD STREET SAN FRANCISCO CA 94103 PC GENERAL SUPPORT 50000 SAN FRANCISCO PLAYHOUSE 588 SUTTER STREET 318 SAN FRANCISCO CA 94102 PC GENERAL SUPPORT 100000 SAN FRANCISCO SYMPHONY 201 VAN NESS AVENUE SAN FRANCISCO CA 94102 PC GENERAL SUPPORT 10000 SMITHSONIAN INSTITUTE NATIONAL PORTRAIT PO BOX 37012 MRC 973 WASHINGTON DC 20013 PC GENERAL SUPPORT 10000 STANFORD UNIVERSITY PO BOX 20468 STANFORD CA 94309 PC GENERAL SUPPORT 25000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE 401 BERKELEY CA 94704 PC GENERAL SUPPORT 470000 UC BERKELEY REAL ESTATE FORUM 2220 PIEDMONT AVENUE BAKAR BUILDING ROOM F602 MC-6105 BERKELEY CA 94720 PC GENERAL SUPPORT 25000 UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND 5700 MARTIN LUTHER KING WAY OAKLAND CA 94609 PC GENERAL SUPPORT 75000 UCSF CARDIOLOGY COUNCIL UCSF BOX 45339 SAN FRANCISCO CA 94145 PC GENERAL SUPPORT 50000 UCSF FOUNDATION PO BOX 45339 SAN FRANCISCO CA 94145 PC GENERAL SUPPORT 540000 6539650 0 14 50353 14 586257 14 3367516 18 949924 0 4954050 0 4954050 0 0 0 0 0 0 0 0 0 0 X X 1 CHRIS & STEVE WILSEY 50 PASEO MIRASOL TIBURON CA 94920 7500 X 2 CHRISTY & PETER PALMISANO 75517 VIA PISA INDIAN WELLS CA 92210 5000 X 3 DANIELLE & BROOKS WALKER 35 HALLMARK CIRCLE MENLO PARK CA 94025 10000 X 4 GERSON BAKAR PROPERTIES INC 201 FILBERT STREET SAN FRANCISCO CA 94133 120000 X 5 KATHLEEN MCCORMICK 11710 CRANFORD WAY OAKLAND CA 94605 5000 X 6 KLINT KIRKCONNELL 12265 EL CAMINO REAL 150 SAN DIEGO CA 92130 5000 X 7 LINDA AND TIM ZELLER 101 LOMBARD STREET 101W SAN FRANCISCO CA 94111 10000 X 8 LYNN BEN KISLAK KUEHNE 2001 SOUTH BAYSHORE DRIVE MIAMI FL 33133 10000 X 9 MAHA MATTA 1301 CLAY STREET 5 SAN FRANCISCO CA 94109 5288 X 10 MARY LESTER 74325 QUAIL LAKES DRIVE INDIAN WELLS CA 92210 50122 X 11 MARYELLEN & FRANK HERRINGER 90 SEA VIEW AVENUE PIEDMONT CA 94611 10000 X 12 MICHAEL & CATHERINE PODELL 2200 RALSTON AVENUE HILLSBOROUGH CA 94010 15000 X 13 MICHAEL RONAN 1301 CLAY STREET 5 SAN FRANCISCO CA 94109 5608 X 14 NANCY AND GEOFFREY STACK FAMILY FOUNDATION 219 EVENING CANYON ROAD CORONA DEL MAR CA 92625 25000 X 15 PHILIP & SHELLEY BELLING (BELLING FAMILY FND) 3347 MICHELSON DRIVE SUITE 200 IRVINE CA 92612 31500 X 16 PHYLLIS AND DAVID COOK 90 TOBIN CLARK DRIVE HILLSBOROUGH CA 94010 5000 X 17 THE PRADO GROUP INC 150 POST STREET SUITE 320 SAN FRANCISCO CA 94108 19632 X 18 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 401 BERKELEY CA 94704 67754 X ACCOUNTING FEES 41210 20605 20605 COMPUTER (ADMIN) 2021-06-21 1090 109 SL 5.000000000000 218 0 COMPUTER (IMAC 24" BBB) 2021-08-08 1862 155 SL 5.000000000000 372 0 COMPUTER (IMAC 24") 2021-09-20 1701 85 SL 5.000000000000 340 0 BUILDING IMPROVEMENT 2021-03-15 807589 16825 SL 40.000000000000 20190 0 FURNITURE 2021-03-15 108804 12953 SL 7.000000000000 15543 0 NETWORK UPGRADES 2021-03-15 3236 539 SL 5.000000000000 647 0 COMPUTER (IMAC 24") 2022-10-18 1740 SL 5.000000000000 58 0 DODGE & COX GLOBAL FUND 16991478 16991478 SANDS CAPITAL EMERGING MARKETS 2205998 2205998 STEADFAST INTERNATIONAL LTD 7139428 7139428 TACONIC OPPORTUNITIES FUND OFFSHORE 7287866 7287866 UBS FINANCIAL SERVICES 5284129 5284129 CANYON VALUE REALIZATION FUND(CAYMAN) LTD 5243774 5243774 ASIA ENVIRONMENTAL P 169712 169712 TYBOURNE LONG OPPT (OFFSHORE) FUND 12237279 12237279 TYBOURNE STRATEGIES OPPT (FEEDER) FUND II, LP 1210375 1210375 INVESTMENT IN PARTNERSHIPS AT COST 52651133 52651133 COMPUTER (ADMIN) 1090 327 763 COMPUTER (IMAC 24" BBB) 1862 527 1335 COMPUTER (IMAC 24") 1701 425 1276 BUILDING IMPROVEMENT 807589 37015 770574 FURNITURE 108804 28496 80308 NETWORK UPGRADES 3236 1186 2050 COMPUTER (IMAC 24") 1740 58 1682 UNREALIZED GAIN/LOSS 31270964 PARTNERSHIP EXPENSES 596545 335826 0 ACHIEVE PROGRAM EXPENSES 122366 0 122366 OFFICE SUPPLIES, POSTAGE AND SHIPPING 1563 0 1563 INSURANCE 18947 0 18947 MISCELLANEOUS EXPENSE 13997 0 13997 PORTFOLIO MANAGEMENT 191135 191135 0 SUMMER INTERNSHIP PROGRAM 94637 0 94637 MEMBERSHIP DUES 555 0 555 BANK FEES 17 0 17 CONTINUING EDUCATION 4100 0 4100 CONSULTING 438 0 438 PARTNERSHIP INCOME 3367516 1617248 3367516 FOREIGN TAX 44150 44150 0 FEDERAL EXCISE TAX 115000 0 0 STATE TAX 21 0 0 FILING FEES 453 0 453