2025-12-22T09:43:54-06:00 2025-06-30 941223416 S D MAYER & ASSOCIATES LLP 411 BOREL AVENUE 512 SAN MATEO CA 94402 990PF 2024-07-01 770250057 HOWARD & BETTY WHITE FOUNDATION HOWA 6503222121 431 BURGESS DRIVE 200 MENLO PARK CA 94025 MARCI COGGINS SECRETARY 6503222121 2025-12-22 1 1 RONALD RUTTENBERG P00145738 6505745000 2025-12-22 2024 2025-03-06 01:10:19Z X 20992511 X X 132846 132846 324843 324843 462 462 -78788 702720 1683175 702720 4804 4804 1165675 1165675 0 0 0 16500 14850 1650 4515 4515 0 79250 79250 0 179627 179627 0 279892 278242 1650 1288452 1288452 1568344 278242 1290102 -402669 887433 383546 45415 45415 1450 1033963 1259824 1240962 605363 592909 4362692 790754 569342 574689 10825732 10875260 14768713 1119 40 40 13641927 13342790 20992511 233923 337455 233923 337455 X 0 0 0 0 13408004 13005335 13408004 13005335 13641927 13342790 13408004 -402669 0 13005335 0 13005335 PUBLICLY TRADED SECURITIES 2000-01-01 2025-06-30 956210 544524 411686 411686 HEDGE FUNDS P 2010-01-01 2025-06-30 701368 430000 271368 271368 FROM K1'S P 2010-01-01 2025-06-30 5931 -5931 -5931 FROM K1'S P 2010-01-01 2025-06-30 21893 21893 21893 SEC 1231 FROM K1'S P 2010-01-01 2025-06-30 3704 3704 3704 702720 12335 0 12335 0 12335 17082 0 0 0 17082 X 0 4747 4747 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A MARCI COGGINS 6503222121 431 BURGESS DRIVE STE 200 MENLO PARK CA 94025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARCI COGGINS 431 BURGESS DR STE 200 MENLO PARK CA 94025 SECRETARY 1.00 0 0 0 EDDIE DOVE 431 BURGESS DR STE 200 MENLO PARK CA 94025 CEO 1.00 0 0 0 MARY MCDOWELL 431 BURGESS DR STE 200 MENLO PARK CA 94025 CFO 1.00 0 0 0 NONE 0 NONE 0 0 14375261 670873 6256901 21303035 0 0 21303035 319546 20983489 1049174 1049174 12335 12335 1036839 0 1036839 0 1036839 1290102 0 1290102 1036839 955119 0 0 1290102 955119 0 0 334983 0 0 0 0 0 0 0 0 701856 0 0 0 X ALZHEIMERS ASSOCIATION 2290 N 1ST STREET SAN JOSE CA 95131 N/A CASH GENERAL 25000 AMERICAN CANCER SOCIETY 747 CAMDEN AVE STE B CAMPBELL CA 95008 N/A CASH GENERAL 26000 BIBLE STUDY FELLOESHIP 19001 HEUBNER ROAD SAN ANTONIO TX 78258 N/A CASH GENERAL 30000 CITY TEAM MINISTRIES 2304 ZANKER ROAD SAN JOSE CA 95131 N/A CASH GENERAL 20373 COMPASSION BRIDGES 375 LOS PADRES BLVD SANTA CLARA CA 95050 N/A CASH GENERAL 10000 DENISON UNIVERSITY VARSITY FOOTBALL 100 WEST COLLEGE STREET GRANVILLE OH 43023 N/A CASH GENERAL 15373 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLR NEW YORK NY 10006 N/A CASH GENERAL 15000 EASTSIDE COLLEGE PREPARATORY SCHOOL INC 1041 MYRTLE STREET EAST PALO ALTO CA 94303 N/A CASH GENERAL 20000 HOPE INSITIUTE 919 JEFFERSON STREET JEFFERSON TN 37760 N/A CASH GENERAL 30000 HOPE UNLIMITED 3130 ALPINE ROAD STE 280-125 PORTOLA VALLEY CA 94028 N/A CASH GENERAL 130000 INTERNATIONAL JUSTICE MISSION 1235 S CLARK STREET STE 1400 ARLINGTON VA 22202 N/A CASH GENERAL 10000 JOB TRAIN 1200 OBRIAN DRIVE MENLO PARK CA 94025 N/A CASH GENERAL 15000 LUCILE PACKARD CHILDREN'S HOSPITAL 400 HAMILTON AVE STE 340 PALO ALTO CA 94301 N/A CASH GENERAL 5000 MENLO ATHERTON FOOTBALL ASSOCIATION 184 CATALPA DR MENLO PARK CA 94027 N/A CASH GENERAL 15000 MENLO PARK PRESBYTERIAN CHURCH 950 SANTA CRUZ AVENUE MENLO PARK CA 94026 N/A CASH GENERAL 5000 MENLO PARK PRESBYTERIAN CHURCH 950 SANTA CRUZ AVENUE MENLO PARK CA 94026 N/A CASH GENERAL 333333 MERCY SHIPS 15862 HIGHWAY 110 NORTH LINDALE TX 75771 N/A CASH GENERAL 120000 MT HERMON FUND 37 CONFERENCE DRIVE MT HERMAN CA 95041 N/A CASH GENERAL 10000 OAK GROVE CHRISTIAN MINISTRY 59 PASA ROBLES AVENUE LOS ALTOS CA 94022 N/A CASH GENERAL 17000 PATHWAYS HOSPICE FOUNDATION 585 MARY AVE SUNNYVALE CA 94085 N/A CASH GENERAL 25000 PENINSULA BALL FOUNDATION 318 W OAKWOOD BLVD REDWOOD CITY CA 94061 N/A CASH GENERAL 40000 PENINSULA FAMILY SERVICE 24 SECOND AVE SAN MATEO CA 94401 N/A CASH GENERAL 15000 PENINSULA HUMANE SOCIETY 1450 ROLLINS ROAD BURLINGAME CA 94010 N/A CASH GENERAL 30000 PENINSULA VOLUNTEERS INC 800 MIDDLE AVE MENLO PARK CA 94025 N/A CASH GENERAL 20000 PETS IN NEED 871 5TH AVENUE REDWOOD CITY CA 94063 N/A CASH GENERAL 15000 PRISON FELLOWSHIP MINISTRIES 44189 RIVERSIDE PARKWAY LANSDOWNE VA 20176 N/A CASH GENERAL 35000 REIKES CENTER 3455 EDISON WAY MENLO PARK CA 95025 N/A CASH GENERAL 20000 SAMARITAN'S PURSE 801 BAMBOO ROAD BOONE NC 28607 N/A CASH GENERAL 25000 SECOND HARVEST FOOD BANK 4001 N FIRST ST SAN JOSE CA 95134 N/A CASH GENERAL 40000 STANFORD WOMENS CANCER CENTER 900 BLAKE WILBUR DRIVE PALO ALTO CA 94304 N/A CASH GENERAL 18000 SUTTER CARE AT HOME 1670 S AMPHLETT STE 300B SAN MATEO CA 94402 N/A CASH GENERAL 10000 YOUNG LIFE SF 1258 35TH STREET SAN FRANCISCO CA 94122 N/A CASH GENERAL 3373 YOUNG LIFE WOODLEAF 3107 SHELBY STREET HARLAN IA 51537 N/A CASH GENERAL 45000 YOUTH REACH 428 WOODSTOCK DRIVE STOCKTON CA 95207 N/A CASH GENERAL 95000 1288452 0 132846 324843 -78788 4804 702720 0 0 1086425 1086425 3 INCOME USED TO HELP MAINTAIN THE FOUNDATIONS FUND BALANCE 4 INCOME USED TO HELP MAINTAIN THE FOUNDATIONS FUND BALANCE 7 INCOME USED TO HELP MAINTAIN THE FOUNDATIONS FUND BALANCE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16500 14850 1650 CORPORATE BONDS 569342 574689 CORPORATE STOCK 592909 4362692 1259824 1240962 0 0 INVESTMENT IN PARTNERSHIPS AT COST 5171721 5171721 MUTUAL FUNDS AT COST 4638984 8536992 INVESTMENT IN REIT AT COST 1064555 1060000 ACCRUED INTEREST 1119 40 40 INVESTMENT ADVISOR FEES 177905 177905 0 BANK FEES 272 272 0 MISCELLANEOUS EXPENSE 1450 1450 0 ROYALTY INCOME 17 17 17 OTHER PARTNERSHIP INCOME 4787 4787 4787 ADJUSTMENT FOR BOOK/TAX DIFFERENCES 233923 337455