2024-05-10T19:04:03-05:00 2023-06-30 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990PF 2022-07-01 943315265 CHINTU GUDIYA FOUNDATION CHIN 4087313337 453 LINCOLN AVE ALAMEDA CA 94501 DONALD LOBO OFFICER 4087313337 2024-05-06 1 DONALD LOBO 999009999 1 DEANNA SURBAUGH P01061637 6508458100 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 20868802 X X 1886 1886 415135 415135 185714 2963714 185714 602735 602735 0 0 0 15400 7700 0 146147 146147 0 4890 4890 0 34904 0 34904 109 109 0 201450 158846 34904 552993 999364 754443 158846 1034268 -151708 443889 469939 188994 188994 14349861 14479098 20679808 14819800 14668092 20868802 0 0 X 0 0 0 0 14819800 14668092 14819800 14668092 14819800 14668092 14819800 -151708 0 14668092 0 14668092 STIFEL #6738-9242 - PUBLICLY TRADED SECURITIES P 2022-01-01 2022-12-31 19165 38263 -19098 -19098 STIFEL #6738-9242 - PUBLICLY TRADED SECURITIES P 2021-01-01 2022-12-31 216867 296055 -79188 -79188 STIFEL #1345-6946 - PUBLICLY TRADED SECURITIES P 2022-01-01 2022-12-31 435369 412931 22438 22438 STIFEL #1345-6946 - PUBLICLY TRADED SECURITIES P 2021-01-01 2022-12-31 637268 587094 50174 50174 STIFEL #4136-2187 - PUBLICLY TRADED SECURITIES P 2022-01-01 2022-12-31 12775 12992 -217 -217 STIFEL #4136-2187 - PUBLICLY TRADED SECURITIES P 2021-01-01 2022-12-31 206792 158780 48012 48012 STIFEL #1679-9218 - PUBLICLY TRADED SECURITIES P 2022-01-01 2022-12-31 939259 761442 177817 177817 STIFEL #1679-9218 - PUBLICLY TRADED SECURITIES P 2021-01-01 2022-12-31 494298 410304 83994 83994 FINTAN INVESTMENTS, LTD. - FINAL REDEMPTION P 2013-01-01 2022-12-31 1921 100139 -98218 -98218 185714 6170 0 6170 0 6170 4023 0 7000 0 11023 X 0 4853 4853 0 0 0 0 0 0 0 0 0 0 0 0 1 CA NV 1 0 0 0 0 1 N/A DONALD AJIT LOBO 4087313337 453 LINCOLN AVE ALAMEDA CA 94501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD AJIT LOBO 453 LINCOLN AVE ALAMEDA CA 94501 PRESIDENT & DIRECTOR 40.00 0 0 0 MARI GRACE TILOS 453 LINCOLN AVE ALAMEDA CA 94501 SECRETARY TREASURER & DIR 2.00 0 0 0 NONE 0 NONE 0 0 19680339 0 0 19680339 0 0 19680339 295205 19385134 969257 969257 6170 6170 963087 0 963087 0 963087 1034268 0 1034268 963087 97123 0 0 1034268 97123 0 0 937145 0 0 0 0 0 0 0 0 25942 0 0 0 DONALD AJIT LOBO X GATEWAY PUBLIC SCHOOLS 1430 SCOTT STREET SAN FRANCISCO CA 94115 NONE PUBLIC CHARITY TO SUPPORT GATEWAY PUBLIC SCHOOL DEVELOPMENT. 50000 UPAYA SOCIAL VENTURES 500 YALE AVE N SUITE 202 SEATTLE WA 98109 NONE PUBLIC CHARITY TO SUPPORT JOB CREATION AND THE GOAL TO ELIMINATE POVERTY IN INDIA. 20000 SAVE THE CHILD FOUNDATION 4188 FOREST PARK LN FRISCO TX 75033 NONE PUBLIC CHARITY TO SUPPORT GENDER EQUALITY AROUND THE WORLD. 15000 THE AASHA FOUNDATION 4790 CAUGHLIN PARKWAY 435 RENO NV 89519 NONE PUBLIC CHARITY TO SUPPORT YOUNG WOMEN FROM A SHELTER HOME IN MUMBAI, INDIA 10000 DARSA 1600 HIGHWAY 6 SOUTH STE 250 SUGAR LAND TX 77478 NONE PUBLIC CHARITY TO WORK WITH PHILANTHROPISTS AND SOCIAL ENTREPRENEURS TO CREATE LARGE SCALE SOCIAL CHANGE. 400000 HEALTH IN HARMONY PO BOX 96176 PORTLAND OR 97296 NONE PUBLIC CHARITY REVERSING TROPICAL RAINFOREST DEFORESTATION TO HALT THE CLIMATE AND NATURE CRISES. 10000 DARSA 1600 HIGHWAY 6 SOUTH STE 250 SUGAR LAND TX 77478 NONE PUBLIC CHARITY TO WORK WITH PHILANTHROPISTS AND SOCIAL ENTREPRENEURS TO CREATE LARGE SCALE SOCIAL CHANGE. 246173 DARSA 1600 HIGHWAY 6 SOUTH STE 250 SUGAR LAND TX 77478 NONE PUBLIC CHARITY TO WORK WITH PHILANTHROPISTS AND SOCIAL ENTREPRENEURS TO CREATE LARGE SCALE SOCIAL CHANGE. 247991 FAMILY GIVING TREE 606 VALLEY WAY MILPITAS CA 95035 NONE PUBLIC CHARITY TO SUPPORT EDUCATION, GIFTS, AND VOLUNTEERISM. 200 999364 0 14 1886 14 415135 18 185714 0 602735 0 602735 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15400 7700 0 THOMAS WEISEL MUTUAL FUND ACCOUNT - EQUITIES AT COST 1467988 1816849 RIVERBRIDGE ACCOUNT - EQUITIES AT COST 1223963 1894767 TWP CREDIT PROTFOLIO MF ACCOUNT - MUTUAL FUNDS AT COST 1700974 1402071 PARAMETRIC MANAGED ACCOUNT - EQUITIES AT COST 3740541 7909473 HARDING LOEVNER ACCOUNT - EQUITIES AT COST 1247054 1700487 PARAMETRIC HIE ACCOUNT - EQUITIES AT COST 3198578 3503254 NEWBROOK CAPITAL OFFSHORE FUND (PARTNERSHIP) AT COST 1900000 2452907 BANK CHARGES 9 9 0 FILING FEES 100 100 0 MANAGEMENT FEES 146147 146147 0 FOREIGN TAXES 4890 4890 0