2022-05-14T10:12:50-05:00 2021-12-31 571157523 APRIO LLP 2002 SUMMIT BOULEVARD SUITE 120 ATLANTA GA 30319 990PF 2021-01-01 770524641 STEPHEN S SMITH AND PAULA K SMITH FAMI STEP 6508883611 620 SAND HILL ROAD PALO ALTO CA 94304 STEPHEN S SMITH PRESIDENT 6508883611 2022-05-10 1 STEPHEN SMITH 999009999 ANGELA T DOTSON P00645864 4048929651 2022-05-10 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 1095844 X X 28857 28857 46627 131122 46627 75484 75484 10200 5100 5100 567 0 0 7508 6723 0 2110 446 446 19 0 0 20404 12269 5546 45832 45832 66236 12269 51378 9248 63215 3827 14313 14313 23929 77237 77237 1020721 638926 1004294 1048477 730476 1095844 0 0 X 1048477 730476 1048477 730476 1048477 730476 1048477 9248 0 1057725 327249 730476 FIDELITY P 2015-10-28 2021-05-14 131122 84495 46627 46627 46627 879 0 879 0 879 610 0 0 0 610 2 271 0 0 0 0 0 0 0 0 0 0 1 1 CA 0 0 0 0 0 1 N/A THE FOUNDATION 6508883611 620 SAND HILL ROAD PALO ALTO CA 94304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN S SMITH 321 MELVILLE AVENUE PALO ALTO CA 94301 PRESIDENT 2.00 0 0 0 PAULA K SMITH 321 MELVILLE AVENUE PALO ALTO CA 94301 SECRETARY 10.00 10200 0 0 EDWARD V POLLACK 2038 BAKER STREET SAN FRANCISCO CA 94115 DIRECTOR 1.00 0 0 0 MARCIA H POLLACK 2038 BAKER STREET SAN FRANCISCO CA 94115 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1017604 4264 0 1021868 0 0 1021868 15328 1006540 50327 50327 879 879 49448 0 49448 0 49448 51378 0 51378 49448 0 0 110583 71821 76079 71557 47076 377116 51378 0 0 0 49448 1930 0 0 379046 0 0 0 0 0 0 110583 268463 71821 76079 71557 47076 1930 X EASTSIDE COLLEGE PREPARATORY SCHOOL 1041 MYRTLE STREET EAST PALO ALTO CA 94303 PC EDUCATION 5000 REDEEMER LUTHERAN SCHOOL 468 GRAND STREET REDWOOD CITY CA 94062 PC EDUCATION 3000 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 56007 PC GLOBAL/HUMAN RIGHTS 2500 HOOVER INSTITUTE 434 GALVEZ MALL STANFORD CA 94305 PC EDUCATION 2000 LIFE MOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 PC COMMUNITY 1500 SAN CARLOS SCHOOL FOUNDATION PO BOX 1214 SAN CARLOS CA 94070 PC EDUCATION 1250 GIANTS COMMUNITY FUND 24 WILLIE MAYS PLAZA SAN FRANCISCO CA 94107 PC COMMUNITY 1000 ECUMENICAL HUNGER PROGRAM 2411 PULGAS AVENUE EAST PALO ALTO CA 94303 PC COMMUNITY 1000 PALO ALTO COMMUNITY FUND PO BOX 50634 PALO ALTO CA 94303 PC COMMUNITY 1000 BOYS AND GIRLS CLUB OF PENINSULA 401 PIERCE ROAD MENLO PARK CA 94025 PC COMMUNITY 1000 YMCA SILICON VALLEY 80 SARATOGA AVE SANTA CLARA CA 95051 PC COMMUNITY 1000 RAINFOREST TRUST PO BOX 841 WARRENTON VA 20188 PC CONSERVATION 1000 MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 PC CONSERVATION 1000 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 PC CONSERVATION 1000 PLANNED PARENTHOOD 2470 ALVIN AVENUE SAN JOSE CA 95121 PC EDUCATION 1000 FIRST GRADUATE 2973 16TH ST SUITE 400 SAN FRANCISCO CA 94103 PC EDUCATION 1000 FACING HISTORY AND OURSELVES PO BOX 470749 BROOKLINE MA 02447 PC EDUCATION 1000 YEAR UP 80 SUTTER STREET SAN FRANCISCO CA 94107 PC EDUCATION 1000 IMMIGRATION EQUALITY 40 EXCHANGE PLACE 1705 NEW YORK NY 10006 PC GLOBAL/HUMAN RIGHTS 1000 IT GETS BETTER PROJECT 7190 SUNSET BLVD SUITE 504 LOS ANGELES CA 90046 PC GLOBAL/HUMAN RIGHTS 1000 RONALD MCDONALD HOUSE 110 NORTH CARPENTER STREET CHICAGO CA 60607 PC HEALTH 1000 HOSPICE OF THE VALLEY 4850 UNION AVENUE SAN JOSE CA 95124 PC HEALTH 1000 FISHER CENTER FOR ALZHEIMERS RESEARCH PO BOX 220 NEW YORK NY 10150 PC HEALTH 1000 ADOLESCENT COUNSELING SERVICE 643 BAIR ISLAND ROAD SUITE 402 REDWOOD CITY CA 94063 PC HEALTH 1000 GUIDE DOGS FOR THE BLIND PO BOX 151200 SAN RAFAEL CA 94915 PC HEALTH 1000 BRENNAN CENTER FOR JUSTICE 120 BROADWAY SUITE 1750 NEW YORK NY 10271 PC HUMAN RIGHTS 1000 PALO ALTO MEDICAL FOUNDATION 795 EL CAMINO REAL PALO ALTO CA 94306 PC MEDICAL 1000 ADA'S CAF 3700 MIDDLEFIELD ROAD PALO ALTO CA 94063 PC COMMUNITY 565 PALO ALTO JUNIOR MUSEUM & ZOO PO BOX 676 PALO ALTO CA 94302 PC ARTS, MUSEUMS 500 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 PC COMMUNITY 500 SPUR 654 MISSION STREET SAN FRANCISCO CA 94105 PC COMMUNITY 500 PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 94301 PC CONSERVATION 500 CALIFORNIA STATE PARKS 33 NEW MONTGOMERY STREET SUITE 520 SAN FRANCISCO CA 94105 PC CONSERVATION 500 PURSUIT OF EXCELLENCE 1249 PINE STREET PALO ALTO CA 94301 PC EDUCATION 500 FRIENDS OF THE CHILDREN 44 NE MORRIS STREET PORTLAND OR 97212 PC EDUCATION 500 FOUNDATION FOR A COLLEGE EDUCATION PO BOX 50518 PALO ALTO CA 94303 PC EDUCATION 500 OREGON STATE UNIVERSITY FOUNDATION 4238 SW RESEARCH WAY CORVALLIS OR 97333 PC EDUCATION 500 PANETTA INSTITUTE 100 CAMPUS CENTER BLDG 86E SEASIDE CA 93955 PC EDUCATION 500 TEACH FOR AMERICA PO BOX 398296 SAN FRANCISCO CA 94139 PC EDUCATION 500 INFINITE FAMILY 5951 RIVERDALE AVENUE 1204 BRONX NY 10471 PC GLOBAL/HUMAN RIGHTS 500 NATIONAL PKU ALLIANCE 2809 E HAMILITON AVENUE EAU CLARIE WI 54701 PC HEALTH 500 BOOMER ISIASON FOUNDATION PO BOX 28819 NEW YORK NY 10087 PC HEALTH 500 SF MOMA 151 THIRD STREET SAN FRANCISCO CA 94103 PC ARTS, MUSEUMS 300 ENVIRONMENTAL VOLUNTEERS 1210 HOMESTEAD ROAD SANTA CLARA CA 95050 PC CONSERVATION 267 GAMBLE GARDEN 1431 WAVERLY STREET PALO ALTO CA 94301 PC COMMUNITY 250 ASSOCIATION FOR SENIOR DAY HEALTH PO BOX 60455 PALO ALTO CA 94306 PC COMMUNITY 250 SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL SUITE 300 MOUTAIN VIEW CA 94040 PC EDUCATION 250 BAY AREA CANCER CONNECTION 2335 EL CAMINO REAL PALO ALTO CA 94306 PC HEALTH 250 OREGON HUMANE SOCIETY 1067 NE COLUMBIA BOULEVARD PORTLAND OR 97211 PC COMMUNITY 200 JUNIOR LEAGUE OF PALO ALTO 555 RAVENSWOOD AVENUE MENLO PARK CA 94025 PC COMMUNITY 150 CANTOR ART MUSEUM 326 GALVEZ STREET STANFORD CA 94305 PC ARTS, MUSEUMS 100 45832 0 14 28857 18 46627 0 75484 0 75484 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 567 0 0 FIDELITY AT COST 638926 1004294 COST BASIS ADJUSTMENT 327249 OTHER EXPENSES 19 0 0 PAYROLL SERVICE FEES 785 0 0 INVESTMENT FEES 6723 6723 0 FEDERAL EXCISE TAX 1218 0 0 PAYROLL TAX 892 446 446