LILLIAN LINCOLN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: LILLIAN LINCOLN FOUNDATION (EIN 94-2943599)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202513179349103396
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T18:40:25-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY ADVISORY GROUP LP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 LAGOON DRIVE STE 400	AddressLine1Txt
City	REDWOOD CITY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94065	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	942943599	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LILLIAN LINCOLN FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O LINCOLN HOWELL	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LILL	BusinessNameControlTxt
Phone	6503430996	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	240 ROBIN ROAD	AddressLine1Txt
City	HILLSBOROUGH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	940106634	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LINCOLN HOWELL	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6503430996	PhoneNum
Signature	2025-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID SACARELOS	PreparerPersonNm
PTIN	P00082838	PTIN
Phone	6503654646	PhoneNum
Preparation	2025-11-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$82,366,514	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$1,787,223	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,779,089	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,613,740	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,114,785	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,613,740	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$846	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$41	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,401,809	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,392,870	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$6,510	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$6,510	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$86,702	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,644	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$80,058	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$58,668	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$33,790	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$21,272	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$113,600	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$1,000	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$179,340	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$133	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$16,261	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$444,820	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$40,567	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$125,101	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$5,010,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$5,010,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,455,320	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$40,567	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$5,135,601	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,053,511	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,352,303	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$828,053	CashBOYAmt
Cash EOY	$515,546	CashEOYAmt
Cash EOYFMV	$515,546	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,550,866	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,516,786	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,516,786	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY	$60,403	AcctRcvblBOYAmt
Prepaid Expenses BOY	$3,000	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$6,524	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$6,524	PrepaidExpensesEOYFMVAmt
Other Investments BOY	$74,882,793	OtherInvestmentsBOYAmt
Other Investments EOY	$79,844,491	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$79,844,491	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$644,503	OtherAssetsBOYAmt
Other Assets EOY	$483,167	OtherAssetsEOYAmt
Other Assets EOYFMV	$483,167	OtherAssetsEOYFMVAmt
Total Assets BOY	$78,969,618	TotalAssetsBOYAmt
Total Assets EOY	$82,366,514	TotalAssetsEOYAmt
Total Assets EOYFMV	$82,366,514	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$26,152	AccountsPayableBOYAmt
Accounts Payable EOY	$33,378	AccountsPayableEOYAmt
Other Liabilities BOY	$380,600	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$455,200	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$406,752	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$488,578	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$78,562,866	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$81,877,936	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$78,562,866	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$81,877,936	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$78,969,618	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$82,366,514	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$78,562,866	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,053,511	ExcessRevenueOverExpensesAmt
Other Increases	$5,368,581	OtherIncreasesAmt
Subtotal	$81,877,936	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$81,877,936	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2024-01-01	AcquiredDt
Sold	2024-12-31	SoldDt
Gross Sales Price	$4,114,785	GrossSalesPriceAmt
Cost Or Other Basis	$2,501,045	CostOrOtherBasisAmt
Gain Or Loss	$1,613,740	GainOrLossAmt
Gains Minus Excess Or Losses	$1,613,740	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,613,740	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$46,597	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$46,597	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$46,597	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$29,226	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$36,500	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$65,726	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$19,129	OverpaymentAmt
Applied To ES Tax	$19,129	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	LILLIANLINCOLNFOUNDATION.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6503430996	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	240 ROBIN ROAD	AddressLine1Txt
City	HILLSBOROUGH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	940106634	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
LINCOLN HOWELL
240 ROBIN ROAD	HILLSBOROUGH	CA	940106634	PRESIDENT	2.00	$0	$0	$0
ALISHA HOWELL
240 ROBIN ROAD	HILLSBOROUGH	CA	940106634	VICE PRESIDENT	2.00	$0	$0	$0
BARBARA BISSELL
240 ROBIN ROAD	HILLSBOROUGH	CA	940106634	SECRETARY (END 03/24)	2.00	$0	$0	$0
EUGENE BISSELL
240 ROBIN ROAD	HILLSBOROUGH	CA	940106634	TREASURER/SECRETARY	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY ADVISORY GROUP LP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 7398	AddressLine1Txt
City	MADISON	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53707	ZIPCd

Field	Value	IRS element (for citing)
Service Type	TAX AND AUDIT SERVICES	ServiceTypeTxt
Compensation	$51,337	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$81,309,910	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$865,895	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$82,175,805	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$82,175,805	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,232,637	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$80,943,168	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,047,158	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,047,158	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$46,597	TaxBasedOnInvestmentIncomeAmt
Total Tax	$46,597	TotalTaxAmt
Distributable Before Adj	$4,000,561	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$4,000,561	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$4,000,561	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$5,135,601	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$5,135,601	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,000,561	DistributableAsAdjustedAmt
Undistributed Income PY	$554,753	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$5,135,601	QualifyingDistributionsAmt
Applied To Year1	$554,753	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$4,000,561	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$580,287	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$580,287	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$580,287	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$580,287	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ALAMEDA FOOD BANK
PO BOX 2167	ALAMEDA	CA	94501	NONE	PC	FOOD BANK	$25,000
AMERICAN CANCER SOCIETY
PO BOX 883490	SAN FRANCISCO	CA	941883490	NONE	PC	DEFEAT CANCER	$25,000
AMERICAN RED CROSS
431 18TH STREET NW	WASHINGTON	DC	20006	NONE	PC	HUMANITARIAN AID	$25,000
AMERICARES
88 HAMILTON AVE	STAMFORD	CT	06902	NONE	PC	HUMANITARIAN AID	$50,000
APA FAMILY SUPPORT SERVICES
10 NOTTINGHAM PL	SAN FRANCISCO	CA	94133	NONE	PC	GENERAL OPERATING SUPPORT	$30,000
ARTHRITIS FOUNDATION
1355 PEACHTREE ST NE STE 600	ATLANTA	GA	30309	NONE	PC	HEALTHCARE	$5,000
AUDUBON SOCIETY
225 VARICK STREET 7TH FLOOR	NEW YORK	NY	10014	NONE	PC	WILDLIFE CARE	$2,000
BOYS & GIRLS CLUBS OF AMERICA
PO BOX 97122	WASHINGTON	DC	200907122	NONE	PC	FURTHER EDUCATION	$5,000
BRIDGE MINISTRY CHURCH
PO BOX 644	CORTE MADERA	CA	94976	NONE	PC	GRANT TO HELP WITH NEW YOUTH BUILDING	$58,000
BRIDGE MINISTRY CHURCH
PO BOX 644	CORTE MADERA	CA	94976	NONE	PC	SUPPORT RELIGION	$22,000
CALIF ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DR	SAN FRANCISCO	CA	94118	NONE	PC	EDUCATION	$10,000
CALIF PACIFIC CHILD DEVELOPMENT CENTER
2015 STEINER STREET	SAN FRANCISCO	CA	941152627	NONE	PC	CHILD HEALTHCARE	$100,000
CAPE REGIONAL FOUNDATION
2 STONE HARBOUR BLVD	CAPE MAY COURT HOUSE	NJ	08210	NONE	PC	HEALTHCARE	$60,000
CARE
PO BOX 1870	MERRIFIELD	VA	221168070	NONE	PC	FIGHT POVERTY	$10,000
CARIE
1650 ARCH STREET SUITE 1825	PHILADELPHIA	PA	19103	NONE	PC	GENERAL OPERATING SUPPORT	$75,000
CHARITY CULTURAL SERVICES CENTER
747 COMMERCIAL STREET	SAN FRANCISCO	CA	94108	NONE	PC	GENERAL OPERATING SUPPORT	$30,000
CHINESE HOSPITAL
845 JACKSON STREET	SAN FRANCISCO	CA	94133	NONE	PC	GENERAL OPERATING SUPPORT	$40,000
CHP 11-99 FOUNDATION
3188 AIRWAY AVE STE C	COSTA MESA	CA	92626	NONE	PC	SCHOLARSHIP	$10,000
CHRONICLE SEASON OF SHARING FUND
PO BOX 7844	SAN FRANCISCO	CA	941207844	NONE	PC	FOOD BANK	$100,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOOR	NEW YORK	NY	10006	NONE	PC	HUMANITARIAN CARE	$50,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND
PO BOX 3886	NEW YORK	NY	10163	NONE	PC	GUN SAFETY	$75,000
EYE TO EYE
50 BROAD STREET SUITE 1702	NEW YORK	NY	10004	NONE	PC	EDUCATION	$50,000
FAMILY BRIDGES
168 ELEVENTH STREET	OAKLAND	CA	94607	NONE	PC	GENERAL OPERATING SUPPORT	$30,000
FEEDING AMERICA
PO BOX 96749	WASHINGTON	DC	200906749	NONE	PC	FOOD BANK	$65,000
FILOLI CENTER
86 CANADA ROAD	WOODSIDE	CA	94062	NONE	PC	PRESERVE THE ENVIRONMENT	$500
GLIDE
330 ELLIS STREET	SAN FRANCISCO	CA	94102	NONE	PC	FOOD BANK	$25,000
GLOBAL ACCESS 2030
3001 BRIGHTON BLVD SUITE 310	DENVER	CO	80216	NONE	PC	HUMANITARIAN AID	$10,000
GLOBAL SNAKEBITE INITIATIVE
PO BOX 464	BELMONT	CA	94002	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
GOOD SHEPHERD FOOD BANK OF MAINE
PO BOX 1807	AUBURN	ME	04211	NONE	PC	FOOD BANK	$100,000
GUM MOON WOMEN'S RESIDENCE
940 WASHINGTON STREET	SAN FRANCISCO	CA	94108	NONE	PC	HUMANITARIAN AID	$20,000
HABITAT FOR HUMANITY
322 WEST LAMAR STREET	AMERICUS	GA	317093543	NONE	PC	HUMANITARIAN AID	$25,000
HILLSBOROUGH BEAUTIFICATION FOUNDATION
1600 FLORIBUNDA AVE	HILLSBOROUGH	CA	94010	NONE	PC	ENHANCE BEAUTY OF LOCAL LANDSCAPE	$5,000
HILLSBOROUGH POLICE OFFICERS ASSOC
1600 FLORIBUNDA AVE	HILSBOROUGH	CA	94010	NONE	PC	SUPPORT POLICE OFFICERS	$5,000
HOPE FOR FERTILITY FOUNDATION
PO BOX 663	PLEASANT GROVE	UT	84062	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068	ALBERT LEA	MN	560079847	NONE	PC	HUMANITARIAN AID	$50,000
ISLAND ACADEMY INT'L SCHOOL
47 BEECHCROFT ROAD	GREENWICH	CT	06830	NONE	PC	EDUCATION	$40,000
JEWISH FAMILY COMMUNITY SERVICES
2484 SHATTUCK AVE SUITE 210	BERKELEY	CA	94704	NONE	PC	HUMANITARIAN AID	$50,000
KALAMAZOO COLLEGE
1200 ACADEMY STREET	KALAMAZOO	MI	49006	NONE	PC	HOOP HOUSE - EDUCATION	$150,000
KQED
2601 MARIPOSA ST	SAN FRANCISCO	CA	94110	NONE	PC	PUBLIC RADIO	$30,000
LET'S FACE IT TOGETHER
1826 W KETTLEMAN LN	LODI	CA	95242	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
LIFEMOVES
181 CONSTITUTION DRIVE	MENLO PARK	CA	94025	NONE	PC	HUMANITARIAN AID	$50,000
LUCILE PACKARD CHILDREN'S FUND
400 HAMILTON AVE STE 340	PALO ALTO	CA	943011805	NONE	PC	MEDICAL ASSISTANCE	$10,000
MADD
511 EAST JOHN CARPENTER FREEWAY	IRVING	TX	75062	NONE	PC	STOP DUI	$5,000
MAKE A WISH FOUNDATION
1333 BROADWAY STE 200	OAKLAND	CA	94612	NONE	PC	SUPPORT ILL CHILDREN	$50,000
MARA ELEPHANT PROJECT
PO BOX 8688	PUEBLO	CO	810088688	NONE	PC	ANIMAL PROTECTION	$50,000
MAYO CLINIC
13400 E SHEA BLVD	SCOTTSDALE	AZ	85259	NONE	PC	HEALTHCARE	$50,000
MEALS ON WHEELS
1375 FAIRFAX AVE	SAN FRANCISCO	CA	94124	NONE	PC	FOOD ASSISTANCE	$25,000
MENLO COLLEGE
1000 EL CAMINO REAL	ATHERTON	CA	94027	NONE	PC	SCHOLARSHIP IN BARBARA HOWELL'S NAME	$675,000
METTA HEART
1428 2ND AVE	OAKLAND	CA	94606	NONE	PC	HUMANITARIAN AID	$40,000
MILLS PENINSULA HOSPITAL FOUNDATION
1501 TROUSDALE DRIVE	BURLINGAME	CA	94010	NONE	PC	HEALTHCARE	$50,000
MONTEREY BAY AQUARIUM
886 CANNERY ROW	MONTEREY	CA	939409945	NONE	PC	ANIMAL PROTECTION	$1,000
MOUNT GRACE LAND CONSERVATION TRUST
1461 OLD KEENE ROAD	ATHOL	MA	01331	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
NATIONAL GEOGRAPHIC SOCIETY
1145 17TH ST NW	WASHINGTON	DC	20036	NONE	PC	EDUCATION	$1,000
NATIONAL PARKS FOUNDATION
PO BOX 17394	BALTIMORE	MD	212989450	NONE	PC	PROTECT ENVIRONMENT	$1,000
OAKLAND ZOO
PO BOX 5238	OAKLAND	CA	94605	NONE	PC	ANIMAL PROTECTION	$110,000
OXFAM AMERICA
226 CAUSEWAY STREET 5TH FLOOR	BOSTON	MA	021142206	NONE	PC	HUMANITARIAN AID	$25,000
PACIFIC BATTLESHIP CENTER
250 SOUTH HARBOR BLVD	SAN PEDRO	CA	90731	NONE	PC	EDUCATION	$20,000
PENINSULA TEMPLE BETH EL
1700 ALAMEDA DE LAS PULGAS	SAN MATEO	CA	94403	NONE	PC	SUPPORT RELIGION	$25,000
PENINSULA TEMPLE SHOLOM
1655 SEBASTIAN DR	BURLINGAME	CA	94403	NONE	PC	SUPPORT RELIGION	$50,000
PHILADELPHIA ZOO
3400 W GIRARD AVENUE	PHILADELPHIA	PR	19104	NONE	PC	ANIMAL PROTECTION	$10,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166	WASHINGTON	DC	200907166	NONE	PC	HEALTHCARE	$90,000
PROJECT HOPE
1220 - 19TH ST NW SUITE 800	WASHINGTON	DC	20036	NONE	PC	HUMANITARIAN AID	$10,000
PROJECT OPEN HAND
730 POLK STREET	SAN FRANCISCO	CA	94109	NONE	PC	HUMANITARIAN AID	$30,000
PROPUBLICA
155 AVENUE OF THE AMERICAS 13TH	NEW YORK	NY	10013	NONE	PC	GENERAL OPERATING SUPPORT	$50,000	FLOOR
RONALD MCDONALD HOUSE
510 SAND HILL ROAD	PALO ALTO	CA	94304	NONE	PC	HEALTHCARE	$60,000
ROUNDABOUT THEATRE COMPANY
231 WEST 39TH ST	NEW YORK	NY	10018	NONE	PC	ARTS AND EDUCATION	$45,000
SAMARITAN HOUSE
4031 PACIFIC BLVD	SAN MATEO	CA	94403	NONE	PC	FOOD ASSISTANCE	$60,000
SAN MATEO COUNTY HEALTH FOUNDATION
222 W 39TH AVE	SAN MATEO	CA	94403	NONE	PC	HEALTHCARE	$25,000
SAN MATEO COUNTY PARKS FOUNDATION
1701 COYOTE POINT DR	SAN MATEO	CA	94401	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
SAVE THE BAY
1330 BROADWAY SUITE 1800	OAKLAND	CA	94612	NONE	PC	ENVIRONMENT CONSERVATION	$1,000
SAVE THE CHILDREN
501 KINGS HIWAY EAST STE 400	FAIRFIELD	CT	06823	NONE	PC	PRESERVE THE ENVIRONMENT	$50,000
SECOND HARVEST FOOD BANK
4001 N FIRST STREET	SAN JOSE	CA	95134	NONE	PC	FOOD BANK	$5,000
SELF-HELP FOR THE ELDERLY
731 SANSOME STREET SUITE 100	SAN FRANCISCO	CA	94111	NONE	PC	SUPPORT THE ELDERLY	$60,000
SEQUOIA HOSPITAL FOUNDATION
170 ALAMEDA DE LAS PULGAS	REDWOOD CITY	CA	940622799	NONE	PC	HEALTHCARE	$900,000
SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1300	OAKLAND	CA	94612	NONE	PC	PRESERVE THE ENVIRONMENT	$5,000
SMILE TRAIN
633 THIRD AVE 9TH FLOOR	NEW YORK	NY	10017	NONE	PC	HEALTHCARE	$25,000
SPECIAL OLYMPICS
1133 - 19TH STREET NW	WASHINGTON	DC	200363604	NONE	PC	SUPPORT SPECIAL NEEDS ATHLETES	$5,000
ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUE	SAN FRANCISCO	CA	94102	NONE	PC	HUMANITARIAN AID	$50,000
ST JOHN'S CEMETERY ASSOCIATION
PO BOX 1083	SAN MATEO	CA	94403	NONE	PC	HUMANITIES	$2,000
ST JUDE CHILDREN'S HOSPITAL FOUNDATION
PO BOX 50	MEMPHIS	TN	381019929	NONE	PC	HEALTHCARE	$100,000
THE BEE FOUNDATION
303 WEST LANCASTER AVE 334	WAYNE	PR	19087	NONE	PC	ANEURYSM RESEARCH	$50,000
THE LIBRARY COMPANY
1314 LOCUST STREET	PHILADELPHIA	PA	19107	NONE	PC	GENERAL OPERATING SUPPORT	$75,000
THOMAS JEFFERSON UNIVERSITY
OFFICE OF INST ADV DEPT 825434	PHILADELPHIA	PA	191761311	NONE	PC	EDUCATION	$25,000
TOYS FOR TOTS FOUNDATION
PO BOX 4002036	DES MOINES	IA	503402036	NONE	PC	TOYS FOR KIDS	$1,000
UC BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 400	BERKELEY	CA	947041070	NONE	PC	EDUCATION	$30,000
UCSF BENIOFF CHILDREN'S HOSPITALS FOUND
PO BOX 45339	SAN FRANCISCO	CA	941450339	NONE	PC	HEALTHCARE	$25,000
UNICEF USA
125 MAIDEN LANE	NEW YORK	NY	10038	NONE	PC	HUMANITARIAN AID	$10,000
UNITY CHURCH OF PALO ALTO
3391 MIDDLEFIELD RD	PALO ALTO	CA	94306	NONE	PC	SUPPORT RELIGION	$2,000
UNITY SPIRITUAL CENTER SAN FRANCISCO
2690 OCEAN AVE	SAN FRANCISCO	CA	94132	NONE	PC	SUPPORT RELIGION	$5,000
UNITY WORLD HEADQUARTERS
1901 NW BLUE PARKWAY	UNITY VILLAGE	MO	640650001	NONE	PC	SUPPORT RELIGION	$5,000
USO
PO BOX 96860	WASHINGTON	DC	200777677	NONE	PC	SUPPORT MILITARY MEMBERS	$1,000
WHARTON FUND
2929 WALNUT ST STE 300	PHILADELPHIA	PA	191045099	NONE	PC	EDUCATION	$5,000
WHEATON COLLEGE
26 E MAIN STREET	NORTON	MA	02766	NONE	PC	EDUCATION	$25,000
WHYY
150 NORTH SIXTH ST	PHILADELPHIA	PA	19106	NONE	PC	PUBLIC RADIO	$30,000
WIKIMEDIA FOUNDATION
PO BOX 98204	WASHINGTON	DC	200908204	NONE	PC	GENERAL OPERATING SUPPORT	$3,000
WILLIAMS COLLEGE
75 PARK STREET	WILLIAMSTOWN	MA	01267	NONE	PC	EDUCATION	$50,000
WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKE	SHREWSBURY	MA	01545	NONE	PC	FOOD BANK	$50,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOOR	WASHINGTON	DC	200015654	NONE	PF	HUMANITARIAN AID	$150,000
WORLD WILDLIFE FUND
PO BOX 96555	WASHINTON	DC	200777760	NONE	PC	ANIMAL PROTECTION	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$5,010,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,787,223	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,613,740	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
ROYALTIES	15	$41
TAX REFUND	01	$805

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,401,809	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,401,809	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREPARATION FEES	$44,295	$6,644	$37,651
FINANCIAL AUDIT EXPENSE	$42,407	$0	$42,407

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
TOTAL BOND MARKET INDEX ADM.	FMV	$4,521,207	$4,521,207
INTER. TERM INVEST GRANDE ADM	FMV	$2,653,977	$2,653,977
ST INVESTMENT GRANDE ADM	FMV	$961,059	$961,059
TOTAL STOCK MARKET INDEX INSTL	FMV	$43,477,196	$43,477,196
TOTAL INTL BOND INDEX ADMIRAL	FMV	$3,487,970	$3,487,970
TOTAL INTL STOCK INDEX	FMV	$15,970,423	$15,970,423
LINCOLN ELECTRIC HOLDINGS	FMV	$8,772,659	$8,772,659

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$6,510	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$6,510	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FILMS	$1,733,948	$1,733,948	$1,733,948
ACCUMULATED AMORTIZATION-FILMS	-$1,110,301	-$1,279,771	-$1,279,771
DIVIDENDS RECEIVABLE	$20,856	$28,990	$28,990

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILM STORAGE FEES	$2,195	$0	$2,195
WEBSITE SERVICE	$539	$0	$539
SUPPLIES	$1,547	$0	$1,547
BANK FEES	$133	$133	$0
TRUSTEE EXPENSES	$561	$0	$561
POSTAGE/MAILING SERVICE	$1,632	$0	$1,632
AMORTIZATION	$169,470	$0	$0
INSURANCE	$3,263	$0	$9,787

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
ROYALTIES	$41	$41	$41
TAX REFUND	$805		$805

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$5,368,581	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DEFERRED FEDERAL EXCISE TAX LIABILITY	Desc
BOY Book Value	$380,600	BOYBookValueAmt
EOY Book Value	$455,200	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE PERSONNEL	$24,878	$0	$21,272
INVESTMENT FEES	$33,790	$33,790	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX	$112,600	$0	$0
STATE REGISTRATION FEES	$200	$0	$200
STATE INCOME TAX	$800	$0	$800