2026-04-20T08:33:43-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990PF 2024-07-01 680204312 MAKING WAVES FOUNDATION INC AKA MAKING WAVES EDUCATION FOUNDATION MAKI 5103757328 3045 RESEARCH DRIVE RICHMOND CA 94806 SIOBHAN MCCARTHY DIR. FINANCIAL PLANNING & ANALYSIS 5103757328 2026-04-17 1 1 TINA HENTON P00630282 4078021200 2026-04-17 2024 2025-03-06 01:10:19Z X 263636426 X 11949944 1342738 1342738 1342738 674672 674672 674672 674672 3003508 7492143 3110728 107728 2087242 1987142 2087242 19058104 7115280 4212380 1094459 0 0 1094459 3720401 0 0 3678676 594559 0 0 590356 50176 0 0 50176 66988 0 0 66988 1190835 141880 141880 1166900 1333615 1333615 1333615 0 522124 522124 522124 0 5330561 4206413 2214761 2682051 1341026 0 1297098 31610 0 0 31610 9899 0 0 9899 2567543 0 0 2020627 19194821 7545058 4212380 10006789 100995 100995 19295816 7545058 4212380 10107784 -237712 0 0 7127637 8297812 8297812 1785788 1786062 1786062 226225 80247 226225 226225 1338271 135442 779205 1202829 1202829 689947 671019 671019 37949696 47166885 47166885 824905 1379592 1379592 14242712 10303621 4618705 3939091 3939091 200547958 190977054 198966911 254404088 255646569 263636426 867093 1508872 1616511 2382401 32430265 30497699 34913869 34388972 X 181792715 179668504 37697504 41589093 219490219 221257597 254404088 255646569 219490219 -237712 3681702 222934209 1676612 221257597 PUBLICLY TRADED SECURITIES 2024-07-30 2025-06-30 107728 107728 107728 LAND-1699 VINEYARD DR. ANTIOCH & 2901 E 18TH ST ANTIOCH P 2018-10-16 2025-03-04 7384415 4381415 3003000 3003000 3110728 107728 0 0 0 0 0 37066 0 0 0 37066 0 37066 37066 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 WWW.MAKING-WAVES.ORG SIOBHAN MCCARTHY 5103757328 3045 RESEARCH DRIVE RICHMOND CA 94806 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 PATRICK O'DONNELL 3045 RESEARCH DR RICHMOND CA 94806 CHIEF EXECUTIVE OFFICER 40.00 320182 15831 0 ERICK ROA 3045 RESEARCH DR RICHMOND CA 94806 CHIEF OPERATING OFFICER 40.00 225229 30781 0 ALLISON LEILANI HOLTON 3045 RESEARCH DR RICHMOND CA 94806 CHIEF OF EXTERNAL AFFAIRS 40.00 234405 19091 0 AIYANA MOURTOS 3045 RESEARCH DR RICHMOND CA 94806 CHIEF PROGRAM OFFICER 40.00 226249 22691 0 JOHN H SCULLY 3045 RESEARCH DR RICHMOND CA 94806 CO-CHAIR 2.00 0 0 0 REGINA SCULLY 3045 RESEARCH DR RICHMOND CA 94806 CO-CHAIR 2.00 0 0 0 ALICIA MALET KLEIN 3045 RESEARCH DR RICHMOND CA 94806 PRESIDENT 2.00 0 0 0 ELI J WEINBERG 3045 RESEARCH DR RICHMOND CA 94806 VICE PRESIDENT 2.00 0 0 0 RONALD A COHAN 3045 RESEARCH DR RICHMOND CA 94806 SECRETARY 2.00 0 0 0 DERRICK BOLTON 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 THERESA FAY-BUSTILLOS 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 AJANI JACKSON 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 PHILLIP GORDON 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 SID LANDMAN 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 LORI KULVIN CRAWFORD 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 STEVE BLASS 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 AUDREY WISCH 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 BRENDA QUINTANILLA 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 ELISSA SALAS 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 LEELA DE SOUZA BRANSTEN 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR 2.00 0 0 0 SIOBHAN MCCARTHY 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR OF FINANCIA 40.00 172644 26336 0 JON SIAPNO 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR OF PRODUCT 40.00 171914 18518 0 BONNIE SHEA 3045 RESEARCH DR RICHMOND CA 94806 DIRECTOR OF MARKETIN 40.00 166475 21515 0 KRISTINA WRIGHT 3045 RESEARCH DR RICHMOND CA 94806 SENIOR COLLEGE COACH 40.00 167239 18409 0 JACQUELINE HU 3045 RESEARCH DR RICHMOND CA 94806 CONTROLLER 40.00 151846 22058 0 29 CAMPUS LLC 17 VISTA WAY FAIRFAX CA 94930 CONSTRUCTION 392518 JM DRUMMOND PO BOX 1358 OAKLEY CA 94561 BUILDING MAINTENANCE 133335 ALLEN MATKINS THREE EMBRCADERO CENTER SUITE 1200 SAN FRANCISCO CA 94111 LEGAL SERVICE 75522 CLIFTONLARSONALLEN LLP PO BOX 31001-2443 PASADENA CA 91110 ACCOUNTING SERVICE 66588 CLEAN WORLD GREASE TRAP SERVICES 2384 HUMPHREY AVE RICHMOND CA 94804 CONTRACTOR 52100 0 ACADEMIC COACHING, GRANTS AND/OR SCHOLARSHIPS, TRAINING IN PERSONAL DEVELOPMENT, PROVIDING NEW RECREATIONAL AND CULTURE DEVELOPMENT AND CAREER OPPORTUNITY EXPOSURE. 16725707 MAKING WAVES MAKES PROGRAM RELATED INVESTMENTS TO ADVANCE ITS CHARITABLE PURPOSE. PRI'S CONSISTS OF REAL ESTATE PROPERTY LEASED TO A PUBLIC CHARTER SCHOOL AND TO BUILD ADDITIONAL SCHOOL FACILITIES FOR CHARITABLE PURPOSES. THERE WERE NO NEW PRI ACQUISITIONS IN 2024-25. 0 0 41054671 5968598 40626654 87649923 0 0 87649923 1314749 86335174 4316759 X 10107784 0 10107784 1999-07-21 X 0 2535696 0 0 2535696 0 2155342 0 0 2155342 10107784 13765690 18906874 24018438 66798786 100995 118957 191500 160311 571763 10006789 13646733 18715374 23858127 66227023 0 0 2877839 3380804 2838708 2085267 11182618 0 0 0 0 X MAKING WAVES ACADEMY 4123 LAKESIDE DRIVE RICHMOND CA 94806 PC PROVIDE FUNDING FOR THE SCHOOL. 100995 100995 0 14 1342738 16 674672 18 3003508 PRI INCOME 03 1987142 SETTLEMENT INCOME 01 100100 0 5121018 1987142 7108160 11B THIS PROPERTY IS LEASED TO MAKING WAVES ACADEMY (AN EXEMPT ORGANIZATION) AND ALLOWS THE FOUNDATION TO EXPAND ITS EXEMPT FUNCTIONS IN EDUCATING UNDER SERVED STUDENTS. 0 0 0 0 0 0 0 0 0 0 X X 1 5 RYAN FOUNDATION 80 EAST SIR FRANCIS DRAKE BLVD 4TH LARKSPUR CA 94939 11000 X 2 ADOBE INC 345 PARK AVE SAN JOSE CA 95110 20000 X 3 ALLEN MATKINS FOUNDATION THREE EMBARCADERO CENTER 12TH FLOOR SAN FRANCISCO CA 94111 25000 X 4 ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP 865 SOUTH FIGUEROA ST SUITE 2800 LOS ANGELES CA 90017 5000 X 5 ANONYMOUS 2305 EDGEWATER WAY SANTA BARBARA CA 93109 300000 X 6 CHIME SCHOLARS FOUNDATION 501 SILVERSIDE RD SUITE 123 WILMINGTON DE 19809 18125 X 7 RON & MARY ANN COHAN 9919 WEXFORD CIRCLE GRANTE BAY CA 95746 75000 X 8 LORI AND RAY CRAWFORD 91 LAS CASAS DR SAN RAFAEL CA 94901 15000 X 9 DERRICK E BOLTON 436 HIGH STREET PALO ALTO CA 94301 5000 X 10 DODGE AND COX 555 CALIFORNIA STREET 40TH FLOOR SAN FRANCISCO CA 94104 20000 X 11 SUZANNE DUCA PO BOX 91 SUMMERLAND CA 93067 50000 X 12 DUSTIN AND KATHRYN PETERSON 15720 WOODVALE RD LOS ANGELES CA 91436 99491 X 13 DANA AND ROBERT EMERY 3450 SACRAMENTO ST 330 SAN FRANCISCO CA 94118 25000 X 14 PHILLIP & NORMA GORDON 406 CLARK ST EVANSTON IL 60201 90000 X 15 HENDRICKSON FAMILY FOUNDATION 4001 TAMIAMI TRAIL NORTH NAPLES FL 34103 5000 X 16 HERALD CHEN 45 DOWNEY WAY HILLSBOROUGH CA 94010 32500 X 17 KRISTIN ANN HITE 1024 TRILLIUM LANE MILL VALLEY CA 94941 5000 X 18 DR AJANI JACKSON 971 CANDLEWOOD DR EL DORADO HILLS CA 95762 5000 X 19 JONATHAN PARKER REAL ESTATE 9 N RIDGEWOOD RD KENTFIELD CA 94904 10000 X 20 KIM MARIE SUMMERS-SILVA TRUST 44 SAN RAFAEL AVE SAN ANSELMO CA 94960 5000 X 21 ALICIA KLEIN 46 WILLIAMS ST SAN RAFAEL CA 94901 12000 X 22 LEELA DE SOUZA AND PETER BRANSTEN 3045 RESEARCH DRIVE RICHMOND CA 94806 7500 X 23 LOON POINT FUND 1111 CHAPALA ST SUITE 200 SANTA BARBARA CA 93101 5000 X 24 MARIN COMMUNITY FOUNDATION 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 25000 X 25 BOB AND CAROL MOMSEN 150 PUAKO BEACH DR KAMUELA HI 96743 100000 X 26 MICHAEL AND ANN PARKER 1700 LA VEREDA RD BERKELEY CA 94709 5000 X 27 REECE AND CHRISTINE DUCA PO BOX 5159 SANTA BARBARA CA 93150 100000 X 28 RICHARD H SHOOP 1 RANCH RD ORINDA CA 94563 15000 X 29 ARTHUR ROCK 415 MISSION STREET SUITE 5700 SAN FRANCISCO CA 94105 300000 X 30 BETSY AND ED MCDERMOTT 60 E FRANCIS DRAKE BLVD SUITE 300 LARKSPUR CA 94939 5000 X 31 TIPPING POINT COMMUNITY 220 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 248000 X 32 ELI AND LEIGHA WEINBERG 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 15000 X 33 QUEST FOUNDATION PO BOX 339 DANVILLE CA 94526 25000 X 34 ZALEC FAMILIAN AND LILIAN FOUNDATION 1316 SOLANO AVENUE ALBANY CA 94706 10000 X 35 STUDIO BONDY ARCHITECTURE 110 LINDEN ST OAKLAND CA 94607 7500 X 36 THE NANCY P AND RICARD K ROBBINS FAMILY FOUNDATION 1120 NYE ST SAN RAFAEL CA 94901 15000 X 37 THE ROBERTS FOUNDATION 155 BOVET ROAD SUITE 770 SAN MATEO CA 94402 100000 X 38 PAYETTE RIVER FOUNDATION 3697 MT DIABLO BLVD SUITE 250 LAFAYETTE CA 94549 600000 X 39 JOHN H & REGINA K SCULLY FOUNDATION POBOX 6106 SAN RAFAEL CA 94903 9519267 X 12 4,982 SHARES OF LBTYK 99491 2024-09-11 ACCOUNTING FEES 66988 0 0 66988 BUILDING, LHI, EQUIPMENT 2009-07-01 14242712 10303621 0.000000000000 0 0 0 A SMALL PORTION OF THE FEES THE ORGANIZATION PAID TO THE REAL ESTATE DEVELOPMENT AND ADVISORY FIRM CAMPUS LLC IN THE REPORTING YEAR WERE FOR ADVICE ON AND IMPLEMENTATION OF A REQUEST TO THE RICHMOND CITY COUNCIL TO CHANGE A ZONING DESIGNATION THAT WOULD OTHERWISE RESTRICT THE POWER OF THE ORGANIZATION TO DEVELOP ITS LAND FOR USE AS SCHOOL ATHLETIC FIELDS. ANY AMOUNT OF THESE FEES THAT WOULD OTHERWISE QUALIFY AS AN ATTEMPT TO INFLUENCE THE DECISION OF A LEGISLATIVE BODY WAS MADE WITHIN THE PARAMETERS OF THE "SELF-DEFENSE EXCEPTION" DESCRIBED IN TREASURY REGULATION 53.4945-2(D)(3) FOR DECISIONS AFFECTING THE POWERS AND DUTIES OF THE ORGANIZATION. THESE FEES TOTALED LESS THAN $12,000 IN THE REPORTING YEAR. VFIRX SHORT-TERM TREASURY ADM_2414-140,383 SHS 1391200 1391200 VFIUX INTER-TERM TREASURY ADM_2414-352,421 SHS 3524207 3524207 VUSUX LONG-TERM TREASURY ADM_2414-116,389 SHS 927622 927622 VITSX TOTAL STOCK MKT IDX INST_2414-77,075 SHS 11409486 11409486 VTSNX TOT INTL STOCK IX INST_2414-51,842 SHS 7691790 7691790 VTSNX TOT INTL STOCK IX INST_6892-15,103 SHS 2240884 2240884 VITSX TOTAL STOCK MKT IDX INST_6892-30,792 SHS 4558160 4558160 VFIUX INTER-TERM TREASURY ADM_6892-924,163 SHS 9241634 9241634 VUSUX LONG-TERM TREASURY ADM_6892-317,876 SHS 2533472 2533472 VFIRX SHORT-TERM TREASURY ADM_6892-368,156 SHS 3648430 3648430 HARBOUR VEST PRIVATE EQUITY FMV 1379592 1379592 LEGAL FEES 50176 0 0 50176 TERM LOAN FIRST REPUBLIC NONE 8000000 0 2014-03 2034-02 MONTHLY 3.800000000000 SECURITIES AND DEPOSIT ACCOUNTS BUSINESS TERM LOAN PROPERTY HELD FOR SALE 34378414 29471143 37461000 PROGRAM-RELATED INVESTMENTS 166169544 161505911 161505911 IMPAIRMENT LOSS 1676612 BOOKS AND SUBSCRIPTIONS 292 0 0 292 ADVERTISING EXPENSE 1677 0 0 1677 WAVE MAKER EVENT 18093 0 0 18093 PROFESSIONAL DUES AND MEMBERSHIP 16782 0 0 16782 PROFESSIONAL DEVELOPMENT 16401 0 0 16401 SECURITY 349166 0 0 349166 INFORMATION TECHNOLOGY 243714 0 0 243714 OFFICE EXPENSES 109971 0 0 109971 INSURANCE 468715 0 0 468715 DIRECT PROGRAM SERVICE EXPENSE 1342732 0 0 795816 PRI INCOME 1987142 1987142 1987142 SETTLEMENT INCOME 100100 100100 UNREALIZED GAIN/LOSS 3681702 PROFESSIONAL FEES OTHER 318498 0 0 436443 RECRUITMENT 10681 0 0 10681 PROFESSIONAL FUNDRAISING SERVICES 49468 0 0 49468 INVESTMENT MANAGEMENT FEES 141880 141880 141880 0 PAYROLL PROCESSING FEES 670308 0 0 670308 REAL ESTATE TAXES 522124 522124 522124 0