2025-11-17T21:36:59-06:00 2024-12-31 814234542 BPM LLP 10 ALMADEN BOULEVARD SUITE 1000 SAN JOSE CA 951132238 990PF 2024-01-01 932977992 KODAMA FOUNDATION KODA 4154217555 135 MAIN STREET 20TH FLOOR SAN FRANCISCO CA 94105 SARA MORISHIGE WILLIAMS CEO, CFO, SECRETARY 4154217555 2025-11-17 1 1 CATHERINE M WONG P01429722 4089616300 2025-11-17 2024 2025-03-06 01:10:19Z X 148544416 X 1000000 253600 261378 1978166 2117634 1928101 75316 67797 3307082 2257276 149049 0 149049 10154 0 10154 21039 0 0 46458 23229 23229 40000 4751 0 7055 0 7055 343196 87615 19555 616951 115595 209042 4726000 2790200 5342951 115595 2999242 -2035869 2141681 2894647 2894647 178952 178952 178952 0 60397529 60397529 0 17413563 17413563 0 67656725 67656725 0 3000 3000 0 148544416 148544416 61614 1935800 0 106146 0 2103560 X 146440856 0 146440856 0 148544416 0 -2035869 151677897 149642028 3201172 146440856 PUBLICLY TRADED SECURITIES 168557 158176 10381 10381 PASSTHROUGH LOSSES P -31357 -31357 CAPIATL GAIN DISTRIBUTIONS P 1949077 1949077 1949077 1928101 29769 0 29769 0 29769 115000 0 0 0 115000 0 85231 85231 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A THE ORGANIZATION 4154217555 135 MAIN STREET 20TH FLOOR SAN FRANCISCO CA 94105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SARA MORISHIGE WILLIAMS 135 MAIN STREET 20TH FLOOR SAN FRANCISCO CA 94105 CEO, CFO, SECRETARY 1.00 0 0 0 ABBEY BANKS 135 MAIN STREET 20TH FLOOR SAN FRANCISCO CA 94105 FOUNDATION MANAGER FROM 09/2024 40.00 141075 7974 0 NONE 0 NONE 0 0 85463496 957763 67838677 154259936 0 0 154259936 2313899 151946037 7597302 7597302 29769 29769 7567533 0 7567533 0 7567533 4629770 0 4629770 7567533 0 0 1210286 9340807 766378 11317471 4629770 0 0 0 4629770 0 2937763 2937763 8379708 0 0 0 0 0 0 0 8379708 7613330 766378 SARA MORISHIGE WILLIAMS X UNDAUNTEDK12 4653 CARMEL MOUNTAIN ROAD SUITE 308-97 SAN DIEGO CA 92130 N/A PC GENERAL SUPPORT 150000 OBAMA FOUNDATION 5235 S HARPER CT SUITE 1140 CHICAGO IL 60615 N/A PC TO SUPPORT GENERAL OPERATIONS FOR US PROGRAMMING 250000 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 N/A PC GENERAL OPERATING SUPPORT 500000 826 VALENCIA 826 VALENCIA STREET SAN FRANCISCO CA 94110 N/A PC GENERAL OPERATING SUPPORT 165200 DATA & SOCIETY RESEARCH INSTITUTE 36 WEST 20TH ST 11TH FLOOR NEW YORK NY 10011 N/A PC GENERAL SUPPORT 250000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET 22ND FLOOR NEW YORK NY 10038 N/A PC TO SUPPORT GENERAL OPERATIONS FOR US PROGRAMMING 500000 DIA ART FOUNDATION 535 WEST 22ND STREET NEW YORK NY 10011 N/A PC GENERAL SUPPORT 225000 SPARKSF PUBLIC SCHOOLS 135 VAN NESS ROOM 119 SAN FRANCISCO CA 94102 N/A PC SNS AND THE FUTURE DINING EXPERIENCE 750000 2790200 SPARKSF PUBLIC SCHOOLS 135 VAN NESS ROOM 119 SAN FRANCISCO CA 94102 N/A PC SNS AND THE FUTURE DINING EXPERIENCE 1500000 826 VALENCIA 826 VALENCIA STREET SAN FRANCISCO CA 94110 N/A PC GENERAL OPERATING SUPPORT 660800 DIA ART FOUNDATION 535 WEST 22ND STREET NEW YORK NY 10011 N/A PC GENERAL SUPPORT 75000 2235800 14 253600 14 75316 18 1978166 0 2307082 0 2307082 0 0 0 0 0 0 0 0 0 0 X X 1 WHITE ELEPHANT TRUST PO BOX 849 LAFAYETTE CA 94549 1000000 X 46458 23229 23229 FORM 990-PF, PART III,X,XII,XIII KODAMA FOUNDATION SUCCEEDED TO CERTAIN TAX ATTRIBUTES OF SOMELAND FOUNDATION (EIN 45-3438376) UPON SOMELAND FOUNDATION'S TRANSFER OF A PROPORTIONATE SHARE OF ITS ASSETS PURSUANT TO REG. 1.507-3(A)(9) DURING FISCAL YEAR END DECEMBER 31, 2024. THESE TAX ATTRIBUTES ARE REPORTED ON KODAMA FOUNDATION'S 2024 FORM 990- PF. THEREFORE, ON THE RETURN THE FOLLOWING ADJUSTMENTS HAVE BEEN MADE TO REFLECT THE TRANSFER: KODAMA FOUNDATION'S NET VALUE OF NON-CHARITABLE USE ASSETS AND ADJUSTED QUALIFYING DISTRIBUTIONS REPORTED ON PART V, THE MINIMUM INVESTMENT RETURN CALCULATION REPORTED IN PART X, QUALIFYING DISTRIBUTIONS REPORTED IN PARTS I & XII.PART XII QUALIFYING DISTRIBUTIONS:QUALIFYING DISTRIBUTIONS HAVE BEEN RESTATED PER IRC SECTION507(B)(2) AND REPORTED AS FOLLOWING:2019 QUALIFYING DISTRIBUTION CARRYOVER}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}SOMELAND FOUNDATION'S 2019 QUALIFYING DISTRIBUTIONS CARRYOVER ALLOCATED TO KODAMA FOUNDATIONAS SUCCESSOR FOUNDATION $1,210,2862020 QUALIFYING DISTRIBUTION CARRYOVER}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}SOMELAND FOUNDATION'S 2020 QUALIFYING DISTRIBUTIONS CARRYOVER ALLOCATED TO KODAMA FOUNDATIONAS SUCCESSOR FOUNDATION $9,340,8072022 QUALIFYING DISTRIBUTION CARRYOVER}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}SOMELAND FOUNDATION'S 2022 QUALIFYING DISTRIBUTIONS CARRYOVER ALLOCATED TO KODAMA FOUNDATIONAS SUCCESSOR FOUNDATION $766,3782024 QUALIFYING DISTRIBUTIONS}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}SOMELAND FOUNDATION'S QUALIFYINGDISTRIBUTIONS ALLOCATED TO KODAMA FOUNDATIONAS SUCCESSOR FOUNDATION $1,630,528KODAMA FOUNDATIONS QUALIFYING DISTRIBUTIONSDURING 2024 $2,790,200TOTAL QUALIFYING DISTRIBUTIONS REPORTED IN ___________PART XII ON KODAMA FOUNDATION $4,360,728 CORPORATE BONDS 17413563 17413563 PUBLICLY TRADED SECURITIES 60397529 60397529 INVETSMENTS - PARTNERSHIPS AND ALTERNATIVE INVESTMENTS FMV 67656725 67656725 21039 0 0 RETAINER 0 3000 3000 UNREALIZED GAIN/LOSS 3201172 GRANTS RELATED EXPENSES 19555 0 19555 SOFTWARE 1271 0 0 INVESTMENT EXPENSES 172268 0 0 K-1 EXPENSES/LOSSES 17225 87615 0 INVESTMENT FEES 126406 0 0 OTHER EXPENSES 6471 0 0 OTHER INCOME 75316 67797 75316 TRANSFER FROM SOMELAND FOUNDATION 151677897 CAPITAL CONTRIBUTIONS - INVESTMENTS 0 106146 SOMELAND FOUNDATION 135 MAIN STREET 20TH FLOOR SAN FRANCISCO CA 94105 SARA MORISHIGE WILLIAMS 135 MAIN STREET 20TH FLOOR SAN FRANCISCO CA 94105 EVAN WILLIAMS 135 MAIN STREET 20TH FLOOR SAN FRANCISCO CA 94105 EXCISE TAX 40000 0 0 FOREIGN TAX 0 4751 0