2025-11-17T17:12:49-06:00 2024-12-31 331197384 ANDERSEN TAX 100 FIRST STREET SUITE 1600 SAN FRANCISCO CA 94105 990PF 2024-01-01 371904998 WILLIAM N PENNINGTON FOUNDATION WILL 7753339100 PO BOX 7290 RENO NV 895107290 GRANT D ANDERSON III TREASURER 7753339100 2025-11-17 1 RAYMOND L THORNSON P01254947 4157642700 2024 2025-03-06 01:10:19Z X 703304062 X X 567116 567116 10867670 10860939 14604837 75111875 14604837 5459765 -1837349 31499388 24195543 1080900 325530 705900 528750 75790 452960 139760 41637 98124 8828 0 8828 7250 3244 3625 2355819 1635191 0 138618 49037 83760 38855 15671 1072 0 1072 366031 118692 183744 4665883 2264792 1538013 28854083 33332942 33519966 2264792 34870955 -2020578 21930751 4993271 11583866 11583866 1202162 1646023 1202162 1202162 2680284 3348910 3348910 19533955 21323087 20524048 33464909 31318728 41718859 85813110 92607163 89597738 338470475 316647406 528262288 3435183 3739500 7066191 490037210 481770822 703304062 5466414 985000 5466414 985000 X 0 0 0 0 484570796 480785822 484570796 480785822 490037210 481770822 484570796 -2020578 0 482550218 1764396 480785822 SECURITES SALES - PURCHASED SCH 7 68153416 63874677 4278739 4278739 SECURITES SALES - DONATED SCH 7 6205088 2371296 3833792 3833792 INVESTMENT PARTNERSHIPS - SEE SCH 9 P -822 -822 INVESTMENT PARTNERSHIPS - SEE SCH 9 P 5739757 5739757 CAPITAL GAINS DIVIDENDS P 753371 753371 753371 14604837 304837 0 304837 0 304837 451842 0 110000 0 561842 0 257005 257005 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NV 1 0 0 0 0 1 N/A GRANT D ANDERSON III CPA CFO 7753339100 PO BOX 7290 RENO NV 895107290 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD P BANIS PO BOX 7290 RENO NV 895107290 CO-PRESIDENT 20.00 300000 0 0 FRED V SCARPELLO PO BOX 7290 RENO NV 895107290 CO-PRESIDENT 20.00 300000 0 0 RACQUEL BRIDGEWATER PO BOX 7290 RENO NV 895107290 SECRETARY/GRANTS MANAGER 40.00 180900 0 0 GRANT D ANDERSON III PO BOX 7290 RENO NV 895107290 TREASURER/CFO 40.00 300000 0 0 RICHARD STOLTZ PO BOX 7290 RENO NV 89510 GRANTS COORDINATOR 40.00 143800 0 0 MICHAEL ARCINIEGA PO BOX 7290 RENO NV 89510 GRANTS AUDITOR 40.00 119300 0 0 TERRI LANGEL PO BOX 7290 RENO NV 89510 ACCTG CLERK/MAINT 40.00 71100 0 0 ROBIN LANGEL PO BOX 7290 RENO NV 89510 MAINTENANCE SUPERVIS 40.00 71100 0 0 VICTOR NAJERA PO BOX 7290 RENO NV 89510 MAINTENANCE 40.00 65100 0 0 0 MORGAN STANLEY PO BOX 33183 NEWARK NJ 07188 INVESTMENT MANAGEMENT 1052731 GOLDMAN SACHS PO BOX 27088 GPO NEW YORK NY 10087 INVESTMENT MANAGEMENT 910289 CAMBRIDGE ASSOCIATES 125 HIGH STREET BOSTON MA 02110 INVESTMENT MANAGEMENT 377677 0 0 675523902 13370051 4336798 693230751 0 0 693230751 10398461 682832290 34141615 34141615 304837 1043822 1348659 32792956 0 32792956 0 32792956 34870955 0 34870955 32792956 0 0 2694915 1831462 4526377 34870955 0 0 0 32792956 2077999 0 0 6604376 0 0 0 0 0 0 0 6604376 2694915 1831462 2077999 GRANTS MANAGER PO BOX 7290 RENO NV 895107290 7753339100 AN APPLICATION SHOULD CONTAIN NARRATIVE OF THE PROJECT OR PROGRAM, A COPY OF THE DETERMINATION LETTER ISSUED BY THE INTERNAL REVENUE SERVICE GRANTING EXEMPTION STATUS UNDER IRS CODE SECTION 501(C)(3), THE MOST RECENT 990 AND COPY OF THE MOST RECENT AUDITED FINANCIAL STATEMENTS (IF AVAILABLE) SHOULD BE ATTACHED. APPLICATION FOR GRANTS ARE ACCEPTED THOUGHOUT THE YEAR. UNLESS INITIATED BY THE DIRECTORS, NEVADA IS THE ONLY GEOGRAPHIC AREA SERVICED. THE CHARITABLE FIELDS ARE LIMITED TO EDUCATION, COMMUNITY SERVICES, HEALTH CARE AND MEDICAL RESEARCH. SEE STATEMENTS 16 & 18 PO BOX 7290 RENO NV 89510 SEE STATEMENTS 18 & 20 33332942 33332942 SEE STATEMENTS 17 & 18 PO BOX 7290 RENO NV 89510 SEE STATEMENTS 19 & 20 985000 985000 14 567116 14 10867670 14 5459765 18 14604837 0 31499388 0 31499388 4 TAX EXEMPT INCOME 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 7250 3244 3625 CORPORATE BONDS - SEE SCHEDULE 3 92607163 89597738 STOCKS - SEE SCHEDULE 2 31318728 41718859 6044406 5880828 15278681 14643220 OTHER INVESTMENTS - SEE SCHEDULE 5 AT COST 316647406 528262288 GENERAL LEGAL 8828 0 8828 SINGLE MEMBER LLCS - SEE SCHEDULE 6 3435183 3739500 7066191 NON-DEDUCTIBLE EXPENSES FROM PASS-THROUGH INVESTEMENTS (SEE SCHEDULE 11) 101847 ACCRUAL TO MODIFIED CASH ADJUSTMENTS 1580800 OTHER NON-DEDUCTIBLE EXPNESE 81749 INSURANCE 134290 30054 100718 MEMBERSHIPS 565 0 565 OFFICE EXPENSE 60979 4878 54881 TELEPHONE 10329 2314 7747 REPAIRS & MAINTENANCE 42567 2554 213 UTILITIES 75058 41282 15012 SUPPLIES 35238 31714 3524 ASSOCIATION DUES 5800 5800 0 POSTAGE 1205 96 1084 PASS THROUGH FROM PARTNERSHIP 5459628 -1837486 5459628 OTHER INCOME 137 137 137 INVESTMENT ADVISORY & MANAGEMENT FEES 2355819 1635191 0 PROPERTY TAXES 64322 28784 32161 PAYROLL TAXES 74296 20253 51599