2022-11-28T13:35:51-06:00 2022-05-31 770546629 ISABEL CHIU & CO LLP 838 N HILLVIEW DRIVE MILPITAS CA 95035 990PF 2021-06-01 770444787 THE NICHOLSON FAMILY FOUNDATION NICH 8316622550 335 SPRECKELS DR SUITE G APTOS CA 95003 BRUCE NICHOLSON OFFICER 8316622550 2022-11-28 1 BRUCE NICHOLSON 999009999 ISABEL CHIU CPA P00185602 4089429689 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 7963165 X 0 X 257536 257536 106523 106523 359315 359315 359315 723374 723374 0 0 0 0 0 42400 0 0 42400 485 0 0 485 2030 1015 0 1015 46991 46451 0 540 12648 9083 0 3565 2073 0 0 2073 106627 56549 0 50078 346550 346550 453177 56549 0 396628 270197 666825 0 118583 16649 16649 4950 5551 5551 6156559 6527976 7940965 6280092 6550176 7963165 0 0 X 6280092 6550176 6280092 6550176 6280092 6550176 6280092 270197 0 6550289 113 6550176 PORTFOLIO INVESTMENT (DETAILS AVAILABLE UPON REQUEST) P 2001-10-15 2022-04-05 314122 314122 314122 PORTFOLIO INVESTMENT (DETAILS AVAILABLE UPON REQUEST) P 2021-10-14 2022-05-16 14346 14346 14346 CASH IN LIEU/STOCK MERGER (DETAILS AVAILABLE UPON REQUEST) P 2020-12-14 2021-12-15 1933 1933 1933 CAPITAL GAINS DIVIDENDS P 28914 28914 28914 359315 9269 0 9269 0 9269 0 0 9269 0 9269 228 228 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 HTTP://THENICHOLSONFAMILYFOUNDATION.ORG/ BRUCE NICHOLSON 8316622550 335 SPRECKELS DR SUITE G APTOS CA 95003 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 PRESIDENT 3.00 0 0 0 MARTHA MCALIISTER 335 SPRECKELS DR SUITE G APTOS CA 95003 SECRETARY/VICE PRESIDENT 1.00 0 0 0 KATHLEEN HULL 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 JOHN NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 KELSEY NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 20.00 0 0 0 BRENDA NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 KRISTIN HULL 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 LINDA NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 0.00 0 0 0 CHRIS BLANCHARD 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 KALLIE BLANCHARD 335 SPRECKELS DR SUITE G APTOS CA 95003 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 GEORGE MARK CHILDREN'S HOUSE - THIS YEAR,OUR GRANT OF $50,000 WENT TOWARDS OPERATIONAL SUPPORT & DEBT FORGIVENESS FOR GEORGE MARK CHILDREN'S HOUSE;A FREESTANDING PEDIATRIC HOSPICE AND PALLIATIVE CARE FACILITY FOR CHILDREN AND THEIR FAMILIES. 50000 COASTAL KIDS HOME CARE - THE SECOND INSTALLMENT OF A SOCIAL SERVICE FOCUSED MULTI-YEAR GRANT OVER THREE YEARS TO TOTAL $30,000. THEY MEET UNIQUE NEEDS OF MEDICALLY FRAGILE CHILDREN IN THE COMFORT OF THEIR HOME WITH MEDICAL AID, TRANSPORT ASSISTANCE, AS WELL AS PATIENT AND FAMILY SUPPORT. 10000 FIRST GRADUATE - A SECOND GRANT TO SUPPORT FIRST GRADUATE'S WORK PROVIDING EDUCATIONAL SUPPORT AND MENTORSHIP,AS WELL AS SUCESS GUIDANCE FROM MIDDLE SCHOOL THROUGH COLLEGE FOR FIRST GENERATION STUDENTS. 10000 O'NEILL SEA ODYSSEY - THE FINAL PAYMENT OF AN EDUCATION FOCUSED MULTI-YEAR GRANT. THE PROGRAM CONSISTS OF AN OCEAN-BASED SCIENCE AND ENVIRONMENTAL FIELD TRIP,COMMUNITY SERVICE PROJECT, AND BILINGUAL CURRICULUM USED IN THE SCHOOL CLASSROOM. 10000 N/A 0 0 5618587 93584 2557500 8269671 0 0 8269671 124045 8145626 407281 407281 9269 9269 398012 0 398012 0 398012 396628 0 396628 398012 8750 0 6931 1489 8750 17170 396628 8750 0 0 387878 0 10134 10134 7036 0 0 0 0 0 0 0 7036 7036 BRUCE NICHOLSON BRUCE NICHOLSON 335 SPRECKELS DR SUITE G APTOS CA 95003 8316622500 CONTACT BRUCE NICHOLSON FOR DETAIL INFORMATION (831)662-2550 N/A N/A 1 GRAIN TO 1000 GRAINS 2120 AVERY AVE 7815 MENLO PARK CA 94025 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH SKILL BUILDING AND NUTRITION. 7500 ALIVE 2490 GROVE WAY CASTRO VALLEY CA 94546 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ARTS PROGRAMS. 5000 ARTOGETHER 544 INTERNATIONAL BLVD SUITE 9 OAKLAND CA 94609 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ARTS PROGRAMS. 7500 BERKELEY ARTS CENTER 1275 WALNUT STREET BERKELEY CA 94709 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS PROGRAMS. 10000 BUILDING FOR GENERATIONS 2380 AMBER AVE SANTA CRUZ CA 95062 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. COVID PANDEMIC AID. 6550 CANTARE CON VIVO 2619 BROADWAY OAKLAND CA 94612 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ARTS PROGRAMS. 5000 CASA OF SANTA CRUZ COUNTY 813 FREEDOM BLVD WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. FOSTER YOUTH ADVOCACY. 5000 COASTAL KIDS HOME CARE 1172 S MAIN STREET SALINAS CA 93901 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. HOME HEALTH CARE ASSISTANCE FOR CHILDREN. 10000 CYCLES OF CHANGE 1246 23RD AVE OAKLAND CA 94606 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. AFTER-SCHOOL BIKE CLUB. 5000 DOWN SYNDROME CONNECTION 101 TOWN COUNTRY DR DANVILLE CA 94526 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SKILL BUILDING SUPPORTIVE PROGRAMS. 10000 FIRST EXPOSURES 265 SHOTWELL STREET SAN FRANCISCO CA 94110 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ARTS PROGRAMS. 5000 FIRST GRADUATE 2973 16TH ST UNIT 400 SAN FRANCISCO CA 94103 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. EDUCATION SUPPORT. 10000 FOOD WHAT 1156 HIGH STREET SANTA CRUZ CA 95064 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. FOOD JUSTICE LEADERSHIP FOR YOUTH. 10000 GEORGE MARK CHILDREN'S HOUSE 2121 GEORGE MARK LANE SAN LEANDRO CA 94578 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PEDIATRIC HOSPICE. 50000 GIRL VENTURES 119 FILBERT STREET OAKLAND CA 94607 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. LEADERSHIP PROGRAMS FOR YOUNG WOMEN. 10000 HOSPICE OF SANTA CRUZ COUNTY 940 DISC DRIVE SCOTTS VALLEY CA 95066 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH GRIEF SUPPORT. 10000 JUDICIAL DISTRICT VII CASA PROGRAM 490 MEMORIAL DRIVE SUITE B1 IDAHO FALLS ID 83402 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. DISCRETIONARY FUNDS. COMMUNITY PROGRAMS. 5000 LEAP ARTS IN EDUCATION 2601 MISSION ST 603 SAN FRANCISCO CA 94110 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS PROGRAMS. 10000 LITERACY FOR ENVIRONMENTAL JUSTICE PO BOX 882403 SAN FRANCISCO CA 94188 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. COMMUNITY PROGRAMS. 5000 MAGIC THEATRE LANDMARK BUILDING D FORT MASON CENTER 2 MARINA BLVD SAN FRANCISCO CA 94123 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ARTS PROGRAMS. 5000 MINDFUL LIFE PROJECT 124 WASHINGTON AVE SUITE B RICHMOND CA 94801 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. IN SCHOOL MINDFULNESS PROGRAMS. 5000 MONTEREY BAY NAT'L MARINE SANCTUARY 99 PACIFIC STREET BLDG 455A MONTEREY CA 93940 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. AFTER-SCHOOL OCEAN SCIENCES EDUCATION. 5000 MUSIC IN SCHOOLS TODAY 582 MARKET ST SAN FRANCISCO CA 94104 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS PROGRAMS. 10000 MUSICALLY MINDED ACADEMY 6013 LAWTON AVE OAKLAND CA 94618 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ARTS PROGRAMS. 5000 MY NEW RED SHOES 330 TWIN DOLPHIN DR REDWOOD CITY CA 94065 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. CONFIDENCE SUPPORT FOR YOUNG LEARNERS. 10000 NEW LIFE CENTER 415 N LITCHFIELD RD GOODYEAR AZ 85338 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. DISCRETIONARY FUNDS. COMMUNITY PROGRAMS. 5000 O'NEILL SEA ODYSSEY 2222 E CLIFF DR SUITE 222 SANTA CRUZ CA 95062 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ENVIRONMENTAL SCIENCE EDUCATION. 10000 OASIS FOR GIRLS 1091 MISSION STREET SAN FRANCISCO CA 94103 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. LEADERSHIP PROGRAMS FOR YOUNG WOMEN. 10000 PACIFICA RESOURCE CENTER 1809 PALMETTO AVE PACIFICA CA 94044 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. COMMUNITY PROGRAMS. 1000 PAJARO VALLEY ARTS 37 SUDDEN STREET WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS PROGRAMS. 10000 PAJARO VALLEY LOAVES AND FISHES 150 - 2ND STREET WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 PARTNERSHIP FOR CHILDREN 262 SAN JOSE STREETSUITE A SALINAS CA 93901 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. TRANSPORTATION SERVICES. 5000 PIEDMONT COMMUNITY CHURCH 400 HIGHLAND AVE PIEDMONT CA 94611 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 SAFE FAMILIES FOR CHILDREN OF MONTEREY BAY 2665 WARREN STREET SANTA CRUZ CA 95062 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. FAMILY SUPPORT SERVICES. 5000 SAN FRANCISCO GAY MENS CHORUS THE CHAN NATIONAL QUEER ART CENTER 170 VALENCIA STREET SAN FRANCISCO CA 94103 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. LGBTQ+RHYTHM PROGRAMMING. 5000 SAN FRANCISCO YOUTH THEATRE 1446 MARKET STREET SAN FRANCISCO CA 94102 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. COMMUNITY PROGRAMS. 5000 SECOND HARVEST FOOD BANK PO BOX 990 WATSONVILLE CA 95077 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 STUDENTS MAKING A CHANGE 459 VIENNA STREET SAN FRANCISCO CA 94112 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. FELLOWSHIPS FOR BLACK & BROWN STUDENTS. 5000 TEEN KITCHEN PROJECT 2880 RESEARCH PARK DR 200 SOQUEL CA 95073 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. YOUTH VOLUNTEER CHEFS FOR MEAL PROGRAMS. 10000 TEEN SUCCESS INC 508 VALLEY WAY MILPITAS CA 95035 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. EDUCATIONAL OPPORTUNITIES. 10000 TRIUMPH EDUCATIONAL CENTER 1315 102ND AVE OAKLAND CA 94603 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH PROGRAMS FOR VIOLENCE PREVENTION. 5000 UNITED ROOTS 2781 TELEGRAPH AVE OAKLAND CA 94612 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. YOUTH IMPACT HUB. 10000 VALLEY CHURCHES UNITED PO BOX 367 BEN LOMOND CA 95005 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 VISTA CENTER FOR THE BLIND PO BOX 61030 PALO ALTO CA 94306 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SUPPORT FOR THE VISUAL IMPAIRED. 5000 VOLUNTEER CENTER OF SANTA CRUZ COUNTY WATSONVILLE VOLUNTEER CENTER 1740 17TH AVENUE SANTA CRUZ CA 95062 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 1000 WILDMIND PO BOX 3098 HALF MOON BAY CA 94019 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. CLIMATE PIONEERS PROGRAMS. 5000 ZACCHO DANCE THEATRE 1777 YOSEMITE AVE SAN FRANCISCO CA 94124 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ARTS PROGRAMS. 5000 346550 0 14 257536 14 106523 14 359315 0 723374 0 723374 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 2030 1015 0 1015 BURKE INVESTMENT FMV 366621 419305 CHARLES SCHWAB PORTFOLIO FMV 481313 778563 SCHARF INVESTMENT FMV 2641723 3667183 NIA-GREEN ALPHA FMV 503319 540914 NOTES RECEIVABLE AT COST 2535000 2535000 PENALTY - NON DEDUCTIBLE 113 FILING FEES AND LICENSES 75 0 0 75 DUES 1295 0 0 1295 BANK FEE 12 0 0 12 MISC EXPENSES 691 0 0 691 INVESTMENT ADVISOR FEES 46451 46451 0 0 OUTSIDE SERVICES 540 0 0 540 STATE FILING FEE 0 0 0 0 FEDERAL EXCISE TAXES 7406 7406 0 0 FOREIGN TAX PAID 1677 1677 0 0 PAYROLL TAXES 3565 0 0 3565