2025-11-11T10:18:23-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 990PF 2024-01-01 521350750 THE CLAUSEN FAMILY FOUNDATION C/O ANDERSEN TAX LLC CLAU 4157642700 333 BUSH STREET 1700 SAN FRANCISCO CA 94104 MARK W CLAUSEN PRESIDENT 4157642700 2025-11-09 1 1 MAY L YEE P00365780 4157642700 2024 2025-03-06 01:10:19Z X 13282642 X X 10937 10937 175146 175146 753458 2027335 753458 120 120 939661 939661 0 0 0 25250 12625 12625 65661 65661 0 11702 753 0 4355 39 4316 106968 79078 16941 555000 555000 661968 79078 571941 277693 860583 289234 394496 394496 1857 131954 1857 1857 489277 490283 497560 4115738 4417450 12388729 5026203 5304086 13282642 219 409 219 409 X 5025984 5303677 0 0 0 0 5025984 5303677 5026203 5304086 5025984 277693 0 5303677 0 5303677 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31 524981 520023 4958 4958 PUBLICLY TRADED SECURITIES D 2013-01-22 2024-12-31 249318 63522 185796 185796 PUBLICLY TRADED SECURITIES P 2023-12-31 2024-12-31 1253025 690332 562693 562693 CAPITAL GAINS DIVIDENDS P 11 11 11 753458 11962 0 11962 0 11962 7480 0 20000 0 27480 X 0 15518 15518 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ANDERSEN TAX LLC 4157642700 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK W CLAUSEN 4334 LELAND STREET CHEVY CHASE MD 20815 PRESIDENT 1.00 0 0 0 HELEN T CLAUSEN 800 HAUSMAN ROAD UNIT E-303 ALLENTOWN PA 18104 SECRETARY 0.00 0 0 0 MARY C DAVIS 4334 LELAND STREET CHEVY CHASE MD 20815 VICE PRESIDENT/TREASURER 1.00 0 0 0 LILLI I ALBERGA 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 DIRECTOR 0.00 0 0 0 NONE 0 BANK OF AMERICA 555 CALIFORNIA STREET SAN FRANCISCO CA 94104 ACCOUNT MANAGEMENT 65661 0 0 0 11657722 862524 0 12520246 0 0 12520246 187804 12332442 616622 616622 11962 11962 604660 0 604660 0 604660 571941 0 571941 604660 489958 2022 36498 0 571941 489958 36498 0 45485 0 0 0 0 0 36498 0 0 559175 0 0 0 X BRAIN & BEHAVIOR RESEARCH FOUNDATION 747 THIRD AVENUE 33RD FLOOR NEW YORK NY 10017 PUBLIC CHARITY GENERAL OPERATING SUPPORT. 100000 FAIRWINDS - NANTUCKET'S COUNSELING CENTER 20 VESPER LANE L-1 GOUIN VILLAGE NANTUCKET MA 02554 PUBLIC CHARITY GENERAL OPERATING SUPPORT. 100000 NORTHERN LIGHT SCHOOL 3710 DORISA AVE OAKLAND CA 94605 PUBLIC CHARITY SCHOLAR SCHOLARSHIP PROGRAM. 40000 MARY'S CENTER FOR MATERNAL AND CHILD CARE INC 2333 ONTARIO ROAD NW WASHINGTON DC 20009 PUBLIC CHARITY GENERAL OPERATING SUPPORT. 50000 NANTUCKET SAFE HARBOR FOR ANIMALS INC PO BOX 2844 NANTUCKET MA 02584 PUBLIC CHARITY GENERAL OPERATING SUPPORT. 50000 THEATRE WORKSHOP OF NANTUCKET PO BOX 1297 NANTUCKET MA 02554 PUBLIC CHARITY GENERAL OPERATING SUPPORT. 100000 GLENBROOK COOPERATIVE NURSERY SCHOOL 10010 FERNWOOD ROAD STE G BETHESDA MD 20817 PUBLIC CHARITY GENERAL OPERATING SUPPORT. 25000 NAMI MONTGOMERY COUNTY 11718 PARKLAWN DRIVE ROCKVILLE MD 20852 PUBLIC CHARITY GENERAL OPERATING SUPPORT. 40000 NANTUCKET SAFE HARBOR FOR ANIMALS INC PO BOX 2844 NANTUCKET MA 02584 PUBLIC CHARITY CAPITAL CAMPAIGN. 50000 555000 0 14 10937 14 175146 01 120 18 753458 0 939661 0 939661 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 25250 12625 12625 N/A 0 TAXPAYER ELECTS TO APPLY CURRENT YEAR DISTRIBUTIONS TO UNDISTRIBUTED DISTRIBUTION FROM 2022 OF $36,498. US TRUST A/C #3188968 - DETAILS AVAILABLE UPON REQUEST 4417450 12388729 490283 497560 0 0 FILING FEES 100 0 100 ADR FEES 39 39 0 OTHER BUSINESS EXPENSES 4216 0 4216 CLASS ACTION LITIGATION - WELLS FARGO BANK 120 120 0 INVESTMENT MANAGEMENT FEES 65661 65661 0 FEDERAL TAXES 10949 0 0 FOREIGN TAXES 753 753 0