2025-11-11T09:14:21-06:00 2024-12-31 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990PF 2024-01-01 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 2025-11-11 1 0 SARAH REDDEN P00898534 6123974000 2024 2025-03-06 01:10:19Z X 133249664 X 374972 17870 17870 1208676 1208676 2256996 2256996 3687970 6072453 2821157 9930967 7735673 68880 0 68880 697526 0 697526 72450 0 72450 65 0 65 44102 15384 15383 301423 299232 2191 310268 64036 220 37658 0 254 0 254 640494 276420 295529 2173120 655072 1152498 4772868 4772868 6945988 655072 5925366 2984979 7080601 708583 9566471 9566471 44647 70459 44647 44647 67970958 62443858 62443858 58381338 60412016 60412016 926022 143350 820330 782672 782672 127951668 133249664 133249664 0 0 X 127951668 133249664 127951668 133249664 127951668 133249664 127951668 2984979 2313017 133249664 0 133249664 CAPITAL GAIN DIVIDENDS P 2023-12-31 2024-12-31 2256996 2256996 2256996 PARTNERSHIP GAIN P 2023-12-31 2024-12-31 1430974 1430974 3687970 98420 0 98420 0 98420 66331 0 100000 4 166335 X 0 67915 67915 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 68880 10294 0 SHARON HASEGAWA 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 SECRETARY / TREASURER 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 138769 13200 0 KAREN IWASA 201 FILBERT STREET NO 400 FILBERT STREET NO CA 94133 EXECUTIVE ASSISTANT 24.00 97549 11611 0 KATHRYN ASCENCIO 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 COLLEGE ADVISOR 40.00 85558 19354 0 SEILA GRACIA-VICENTE 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 ACHIEVE ASSISTANT 40.00 89708 8443 0 SARAH JIMENEZ 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 PROGRAM COORDINATOR 40.00 81404 9549 0 0 HALL CAPITAL PARTNERS LLC ONE MARITIME PLAZA SAN FRANCISCO CA 94111 INVESTMENT MANAGEMENT 179232 FILBERT MANAGEMENT 201 FILBERT STREET SUITE 201 SAN FRANCISCO CA 94133 ASSET MANAGEMENT 120000 0 NONE 0 0 5771471 6512612 117080946 129365029 0 0 129365029 1940475 127424554 6371228 6371228 98420 13367 111787 6259441 0 6259441 0 6259441 5925366 0 5925366 6259441 5462295 0 0 5925366 5462295 0 0 463071 0 0 0 0 0 0 0 0 5796370 0 0 0 BARBARA BASS BAKAR X ALAMEDA COUNTY COMMUNITY FOOD BANK PO BOX 2599 OAKLAND CA 94614 PC GENERAL SUPPORT 50000 ALEXANDER ROBINSON 3203 SOUTHEAST WOODSTOCK BOULEVARD PORTLAND OR 97202 NONE I STUDENT SCHOLARSHIP 7000 ALONDRA PACAS 100 EAST 8TH STREET HOLLAND MI 49423 NONE I STUDENT SCHOLARSHIP 6000 ALZHEIMER'S DRUG DISCOVERY FOUNDATION 57 WEST 57TH STREET SUITE 904 NEW YORK NY 10019 PC GENERAL SUPPORT 100000 ARCHBISHOP RIORDAN HIGH SCHOOL 175 FRIDA KAHLO WAY SAN FRANCISCO CA 94112 PC GENERAL SUPPORT 300000 ARCHBISHOP RIORDAN HIGH SCHOOL 175 FRIDA KAHLO WAY SAN FRANCISCO CA 94112 PC TUITION EXPENSE REIMBURSEMENT 279423 BAPTIST HEALTH FOUNDATION 1575 SAN IGNACIO AVENUE 100 CORAL GABLES FL 33143 PC GENERAL SUPPORT 597000 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 500000 BRIGHTRIGHT ISRAEL FOUNDATION 2261 MARKET STREET SUITE 222A SAN FRANCISCO CA 94114 PC GENERAL SUPPORT 10000 CARL MCENTEE 6846 HAWLEY STREET 201 OAKLAND CA 94621 NONE I STUDENT SCHOLARSHIP 904 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 75000 CHILDREN'S WISCONSON FOUNDATION CCC SUITE 220 PO BOX 1997 MILWAUKEE WI 53201 PC GENERAL SUPPORT 10000 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 GALLERIASTUDIO 24 2779 FOLSOM STREET SUITE A SAN FRANCISCO CA 94110 PC GENERAL SUPPORT 1000 HEBREW FREE LOAN ASSOCIATION 131 STEUART STREET SUITE 520 SAN FRANCISCO CA 94105 PC GENERAL SUPPORT 100000 HERIBERTO VELEZ SPC 32 711 EAST BOLDT WAY APPLETON WI 54911 NONE I STUDENT SCHOLARSHIP 7500 HOLY NAMES HIGH SCHOOL 4660 HARBORD DRIVE OAKLAND CA 94618 PC TUITION EXPENSE REIMBURSEMENT 313091 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 JEWISH FAMILY & CHILDREN'S SERVICES 2150 POST STREET SAN FRANCISCO CA 94115 PC GENERAL SUPPORT 100000 JEWISH VOCATIONAL SERVICES 548 MARKET STREET PMB 37733 SAN FRANCISCO CA 94104 PC GENERAL SUPPORT 30000 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 PC GENERAL SUPPORT 50000 MARY WU 201 FILBERT STREET NO 400 SAN FRANCISCO CA 94133 NONE I STUDENT SCHOLARSHIP 3750 MAXIMILIANO BEAS 7517 RUDSDALE STREET SAN FRANCISCO CA 94133 NONE I STUDENT SCHOLARSHIP 10667 MERCY HIGH SCHOOL 3250 19TH AVENUE SAN FRANCISCO CA 94132 PC TUITION EXPENSE REIMBURSEMENT 166058 NATIONAL AIDS MEMORIAL PO BOX 2270 SAN FRANCISCO CA 94126 PC GENERAL SUPPORT 10000 NICHOLAS NIDO 117 HABITAT TERRACE SAN FRANCISCO CA 94112 NONE I STUDENT SCHOLARSHIP 4500 NOTRE DAME HIGH SCHOOL 1540 RALSTON AVENUE BELMONT CA 94002 PC TUITION EXPENSE REIMBURSEMENT 275668 PENINSULA TEMPLE BETH EL 700 ALAMEDA DE LAS PULGAS SAN MATEO CA 94403 PC GENERAL SUPPORT 5000 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 30000 THE TRUSTEES OF STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 PC GENERAL SUPPORT 5000 TOGETHER WE RISE CORPORATION 560 WEST LAMBERT ROAD BREA CA 92821 PC GENERAL SUPPORT 5000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE 401 BERKELEY CA 94704 PC GENERAL SUPPORT 600000 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 FOUNDATION PO BOX 45339 SAN FRANCISCO CA 94145 PC GENERAL SUPPORT 525000 4772868 0 14 17870 14 1208676 146418 14 5926035 -21 18 2257017 146397 9409598 0 9555995 0 0 0 0 0 0 0 0 0 0 X X 1 JFCS (SHUPIN FUND) PO BOX 159004 SAN FRANCISCO CA 941159004 72534 X 2 UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE SUITE 401 BERKELEY CA 947041058 61149 X 3 MICHAEL & CATHERINE PODELL 2200 RALSTON AVENUE HILLSBOROUGH CA 94010 48000 X 4 LISA ERLBAUM 410 HOWARD ROAD GLADWYNE PW 19035 25000 X 5 NANCY AND GEOFFREY STACK FAMILY FOUNDATION 219 EVENING CANYON ROAD CORONA DEL MAR CA 92625 25000 X 6 PRADO GROUP 150 POST STREET SUITE 320 SAN FRANCISCO CA 94108 21807 X 7 MARYELLEN & FRANK HERRINGER 90 SEA VIEW AVENUE PIEDMONT CA 94611 10000 X 8 LYNN & BEN KISLAK 2001 SOUTH BAYSHORE DRIVE MIAMI FL 33133 10000 X 9 LINDA AND TIM ZELLER 6537 SOMERSET CIRCLE BOCA RATON FL 33496 10000 X 10 KATHLEEN MCCORMICK 11710 CRANFORD WAY OAKLAND CA 94605 8000 X 11 SF GENERAL HOSPITAL FOUNDATION PO BOX 410836 SAN FRANCISCO CA 94141 7228 X 12 UCSF HEALTH 1975 FOURTH STREET C1733F SAN FRANCISCO CA 94158 5430 X 13 PHYLLIS AND DAVID COOK 90 TOBIN CLARK DRIVE HILLSBOROUGH CA 94010 5000 X 14 KLINT KIRKCONNELL 12265 EL CAMINO REAL 150 SAN DIEGO CA 92130 5000 X ACCOUNTING FEES 44102 15384 15383 COMPUTER (ADMIN) 2021-06-21 1090 545 SL 5.000000000000 218 0 COMPUTER (IMAC 24" BBB) 2021-08-08 1862 899 SL 5.000000000000 372 0 COMPUTER (IMAC 24") 2021-09-20 1701 765 SL 5.000000000000 340 0 BUILDING IMPROVEMENT 2021-03-15 807589 57205 SL 40.000000000000 20190 0 FURNITURE 2021-03-15 108804 44039 SL 7.000000000000 15543 0 NETWORK UPGRADES 2021-03-15 3236 1833 SL 5.000000000000 647 0 COMPUTER (IMAC 24") 2022-10-18 1740 406 SL 5.000000000000 348 0 DODGE & COX GLOBAL FUND 21476133 21476133 SANDS CAPITAL EMERGING MARKETS 2511208 2511208 STEADFAST INTERNATIONAL LTD 1469606 1469606 TACONIC OPPORTUNITIES FUND OFFSHORE 5545554 5545554 UBS FINANCIAL SERVICES 5819575 5819575 CANYON VALUE REALIZATION FUND(CAYMAN) LTD 6309797 6309797 ASIA ENVIRONMENTAL P 132993 132993 TYBOURNE LONG OPPT (OFFSHORE) FUND 17818814 17818814 TYBOURNE STRATEGIES OPPT (FEEDER) FUND II, LP 1360128 1360128 VALLEJO MODULAR HOUSING 94590, INC 50 50 INVESTMENT IN PARTNERSHIPS AT COST 60412016 60412016 COMPUTER (ADMIN) 1090 763 327 COMPUTER (IMAC 24" BBB) 1862 1271 591 COMPUTER (IMAC 24") 1701 1105 596 BUILDING IMPROVEMENT 807589 77395 730194 FURNITURE 108804 59582 49222 NETWORK UPGRADES 3236 2480 756 COMPUTER (IMAC 24") 1740 754 986 LEGAL FEES 65 0 65 PARTNERSHIP EXPENSES 344965 276420 0 ACHIEVE PROGRAM EXPENSES 104749 0 104749 OFFICE SUPPLIES, POSTAGE AND SHIPPING 2120 0 2120 INSURANCE 29698 0 29698 MISCELLANEOUS EXPENSE 38652 0 38652 SUMMER INTERNSHIP PROGRAM 112692 0 112692 MEMBERSHIP DUES 620 0 620 CONTINUING EDUCATION 2991 0 2991 PROPERTY TAXES EXPENSE 4007 0 4007 PARTNERSHIP INCOME 6072453 2821157 6072453 UNREALIZED GAIN/LOSS 2313017 BANK FEES 2191 0 2191 PORTFOLIO MANAGEMENT 299232 299232 0 FOREIGN TAX 64036 64036 0 STATE TAX 61358 0 0 FILING FEES 220 0 220 FEDERAL EXCISE TAX 184654 0 0