2024-10-30T07:22:11-05:00 2024-06-30 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990PF 2023-07-01 943318483 Thelma Doelger Charitable Trust % JOHN NICOLAI TRUSTEE THEL 6507552333 950 John Daly Boulevard Suite 300 Daly City CA 940153004 JOHN NICOLAI TRUSTEE 6507552333 2024-10-30 true true Jennifer D Rhoderick P00395735 3176817000 2024-10-30 2023 2024-10-15 13:58:12Z X 18479475 X 0 X 66153 66153 463992 463992 446006 1037713 446006 976151 976151 161210 80605 80605 29938 14969 14969 2199 1100 1099 7934 0 0 7934 17407 0 0 17407 14697 33445 16723 16722 9060 4120 4940 275890 117517 0 143676 779500 779500 1055390 117517 0 923176 -79239 858634 1374720 1815690 1815690 6807776 6438889 15271889 1543218 1391896 1391896 9725714 9646475 18479475 0 0 X 16934468 17380473 -7208754 -7733998 9725714 9646475 9725714 9646475 9725714 -79239 9646475 9646475 PUBLICLY TRADED SECURITIES 1033085 591707 441378 441378 REIT GAIN ON SALE P 4628 4628 4628 446006 11935 11935 11935 11200 0 11200 X 735 false false false false false false false true true CA true false false false false true NONE JOHN NICOLAI TRUSTEE 6507552333 950 JOHN DALY BLVD 300 DALY CITY CA 940153004 false false false false true false false false false false false false false false false false false false false false false false D EUGENE RICHARD 950 John Daly Boulevard Suite 300 Daly City CA 940153004 TRUSTEE 6.0 11925 0 0 JOHN R VIOLET 950 John Daly Boulevard Suite 300 Daly City CA 940153004 TRUSTEE 6.0 56755 0 0 John F Nicolai 950 John Daly Boulevard Suite 300 Daly City CA 940153004 TRUSTEE 8.0 75967 0 0 Claudette M Nicolai 950 John Daly Boulevard Suite 300 Daly City CA 940153004 TRUSTEE 6.0 16563 0 0 NONE NONE 16559002 1700683 0 18259685 0 18259685 273895 17985790 899290 899290 11935 11935 887355 887355 887355 923176 0 0 0 0 923176 887355 645945 2021 2020 2019 0 0 0 0 0 923176 645945 277231 0 0 0 0 610124 0 0 0 0 0 NONE NONE JOHN NICOLAI 950 JOHN DALY BOULEVARD SUITE 300 DALY CITY CA 94015 6507552333 THE ATTACHED GRANT APPLICATION FORM REFLECTS ALL REQUIREMENTS. SEE ATTACHMENT 34 application form for grants. THERE ARE NO SUBMISSION DEADLINES. AWARDS ARE LIMITED TO CHARITABLE ORGANIZATIONS OPERATING WITHIN CALIFORNIA AND SUBJECT TO JURISDICTION OF ITS ATTORNEY GENERAL. MARIN HUMANE SOCIETY 171 BEL MARIN KEYS BLVD NOVATO CA 94949 NONE PC Charitable Contribution to support charity's mission to improve the lives of animals and people through advocacy, education, and support 75000 PENINSULA HUMANE SOCIETY 12 AIRPORT BLVD SAN MATEO CA 94401 NONE PC Charitable Contribution to support charity's mission to support humane service to needy animals 75000 SAN FRANCISCO SPCA 2500 16TH STREET SAN FRANCISCO CA 94103 NONE PC Charitable Contribution to support charity's mission to save and protect animals, and provide care and treatment 75000 CURI ODYSSEY (FORMERLY COYOTE POINT MUSEUM) 1651 COYOTE POINT DRIVE SAN MATEO CA 94401 NONE PC Charitable Contribution to support charity's mission to help children acquire the tools to deeply understand the changing world 25000 SAN FRANCISCO ZOOLOGICAL SOCIETY 1 ZOO ROAD SAN FRANCISCO CA 94132 NONE PC Charitable Contribution to support charity's mission to connect people with wildlife, inspire caring for nature and advance conservation action 55000 MID-PENINSULA BOYS & GIRLS CLUB INC 200 N QUEBEC STREET SAN MATEO CA 94401 NONE PC Charitable Contribution to support charity's mission to inspire and enable all young people to reach their full potential as productive, responsible and caring citizens 10000 SAN FRANCISCO BAY AREA BOY SCOUTS OF AMERICA PO BOX 27548 SAN FRANCISCO CA 94127 NONE PC Charitable Contribution to support charity's mission to prepare young people to make ethical and moral choices over their lifetimes by instilling in them the values of the Scout Oath and Law 5000 PENINSULA FAMILY SERVICE 24 SECOND AVENUE SAN MATEO CA 94401 NONE PC Charitable Contribution to support charity's mission to strengthen and maintain local families 5000 OPERATION SANTA CLAUS 10 WEMBLEY DRIVE DALY CITY CA 94015 NONE PC Charitable Contribution to support charity's mission to spread the good cheer of Santa. 4500 POLICE ATHLETIC LEAGUE OF DALY CITY 333 90TH STREET DALY CITY CA 94015 NONE PC Charitable Contribution to support charity's mission to help the youth through healthy athletics 7500 MARINE MAMMAL CENTER MARIN HEADLANDS 1065 FORT CRONKHIT SAUSALITO CA 94965 NONE PC Charitable Contribution to support charity's mission to expand knowledge about marine mammals and inspire their global conservation 40000 CALIFORNIA ACADEMY OF SCIENCES 55 CONCOURSE DR GOLDEN GATE PARK SAN FRANCISCO CA 94118 NONE PC Charitable Contribution to support charity's mission to explore, explain, and sustain life on Earth 5000 ST ANTHONY'S FOUNDATION 121 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 NONE PC Charitable Contribution to support charity's mission to provide shelter, housing, meals, medical care, clothing and furniture, rehabilitation services, and senior services 40000 SAMARITAN HOUSE 1515 SOUTH CLAREMONT STREET SAN MATEO CA 94402 NONE PC Charitable Contribution to support charity's mission to provide services to help meet the essential daily needs of low-income people within San Mateo County, California 30000 GIRL SCOUTS OF NORTHERN CALIFORNIA 4825 OLD REDWOOD HWY SANTA ROSA CA 95403 NONE PC Charitable Contribution to support charity's mission to build girls of courage, confidence, and character who make the world a better place 10000 SALVATION ARMY 832 FOLSON STREET SAN FRANCISCO CA 94119 NONE PC Charitable Contribution to support charity's mission to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination 7500 SAN MATEO COUNTY HISTORICAL ASSOCIATION 777 HAMILTON STREET REDWOOD CITY CA 94063 NONE PC Charitable Contribution to support charity's mission to enrich, excite and educate through understanding, preserving and interpreting the history of San Mateo County 5000 PENINSULA ASSOCIATION FOR RETARDED CHILDRENADULTS 1750 EL CAMINO REAL 105 BURLINGAME CA 94010 NONE PC Charitable Contribution to support charity's mission to enrich the lives of people with developmental disabilities and those of their families 5000 DALY CITY PUBLIC LIBRARY 40 WEMBLEY DRIVE DALY CITY CA 94015 NONE PC Charitable Contribution to support charity's mission to provide residents in Daly City with access to a variety of books 5000 SUPPORTERS OF THE DOELGER SENIOR CENTER PO BOX 3581 DALY CITY CA 94015 NONE PC Charitable Contribution to support charity's mission to improve the quality of life for seniors and adults in Daly City and surrounding areas 50000 SAN FRANCISCO SUICIDE PREVENTION PO BOX 191350 SAN FRANCISCO CA 94119 NONE PC Charitable Contribution to support charity's mission to provide emotional support, education, assistance and intervention as necessary to all persons in crisis and those impacted by them 5000 STAR VISTA - YOUTH & FAMILY ENRICHMENT SERVICES 610 ELM STREET SUITE 212 SAN CARLOS CA 94070 NONE PC Charitable Contribution to support charity's mission to strengthen communities by empowering children, youth, adults and families to overcome challenges through education, counseling and residential services 5000 MEALS ON WHEELS OF SAN FRANCISCO 1375 FAIRFAX AVENUE SAN FRANCISCO CA 94124 NONE PC Charitable Contribution to support charity's mission to provide isolated homebound seniors in San Francisco with nutritious meals, daily human contact, and supportive services 25000 DR NORMAN SHUMWAY ENDOWED FAMILY OF FUNDS DEPARTMENT OF CARDIOTHORACIC SURGER PO BOX 4066 SAN MATEO CA 94404 NONE PC Charitable Contribution to support charity's mission to improve patient health through continual scientific innovation, revolutionary operative care, and exemplary surgical education 135000 DALY CITY YOUTH HEALTH CENTER 2780 JUNIPERO SERRA BLVD DALY CITY CA 94015 NONE PC Charitable Contribution to support charity's mission to provide services that support young people's mental and physical health and well being 10000 SAN MATEO COUNTY HEALTH FOUNDATION 222 39TH AVENUE SAN MATEO CA 94403 NONE PC Charitable Contribution to support charity's mission to promote and champion the health and well being of all residents of San Mateo community 10000 PACIFIC SKYLINE COUNCIL BOY SCOUTS OF AMERICA 1150 CHESS DRIVE FOSTER CITY CA 94404 NONE PC Charitable Contribution to support charity's mission to build stronger family bonds and help youth reach their full potential by instilling values that last a lifetime 5000 YMCA CAMP JONES GULCH 11000 Pescadero Rd La Honda CA 94020 NONE PC Charitable Contribution to support charity's mission to ensure that kids of all ages, and families of all configurations, experience the outdoors 5000 HUMANE SOCIETY WILDLIFE LAND TRUST 2100 L STREET NW WASHINGTON DC DC 20037 None PC Charitable Contribution to support charity's mission to celebrate and protect wild animals by creating permanent sanctuaries, preserving and enhancing natural habitat and confronting cruelty 10000 LANDPATHS 618 4th St217 Santa Rosa CA 95404 None PC Charitable Contribution to support charity's mission to foster a love of the land in Sonoma County 5000 CAMINAR 2600 S El Camino Real Suite 200 San Mateo CA 94403 None PC Charitable Contribution to support charity's mission to provide community-based services for adults with disabilities and mental health conditions 5000 GATEPATH 350 Twin Dolphin Drive Suite 123 Redwood City CA 94065 NONE PC Charitable Contribution to support charity's mission to enable disabled children and adults to actively participate in their schools, community, workplaces and at home 5000 Alive & Free 1060 Tennessee Street San Francisco CA 94107 NONE PC Charitable Contribution to support youth people unharmed by violence, and free from incarceration. 10000 Boys & Girls Clubs of San Francisco 380 Fulton Street San Francisco CA 94102 NONE PC Charitable Contribution to support charity's mission to build courage, confidence, and character who make the world a better place. 10000 779500 14 66153 14 463992 18 446006 976151 976151 false false false false false false false false false false PREP. OF RETURNS AND REPORTS 17407 17407 NONE Claudette M Nicolai ====================================================================== TOTAL COMPENSATION FOR SERVICES PROVIDED BY THE TRUSTEES IS REVIEWED AND ALLOWED BY THE SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN MATEO. THE COMPENSATION PAID TO THE TRUSTEES HAS BEEN SET AT 0.9% OF THE FAIR MARKET VALUE OF THE ASSETS OF THE FOUNDATION. UPON ALLOWANCE OF THE COMPENSATION BY THE COURT, THE TRUSTEES REVIEW AND ALLOCATE THE COMPENSATION AMONGST THE TRUSTEES BASED ON EXPERIENCE AND HISTORY WITH THE FOUNDATION. THE COMPENSATION IS THEN PAID IN THE YEAR FOLLOWING THE YEAR IN WHICH THE SERVICES ARE PROVIDED. TRUSTEE COMPENSATION REPORTED HERE IS BASED ON SERVICES PERFORMED IN FISCAL YEAR ENDED 6/30/2023. ABM INDUSTRIES 232507 707980 BANKAMERICA CORP 285201 358129 CHEVRON CORP 188225 782100 EXXON MOBIL 240568 690720 JOHNSON & JOHNSON 295496 803880 PFIZER INC 359535 335760 VERIZON 290745 288680 PROCTER & GAMBLE 206968 742140 COCA COLA CO. 277839 827450 3M COMPANY 254304 408760 AT&T 229639 152880 BLACKROCK INC. 196484 944784 INTEL CORP. 241720 371640 VISA INC 114958 787410 WALGREEN CO 228392 72600 LOCKHEED MARTIN 183201 934200 APPLE 120319 1684960 STARBUCKS CORP 264160 389250 ABBOTT LABS 160598 415640 GILEAD SCI INC. 291673 274440 CITIGROUP INC. 249346 222110 JP MORGAN CHASE & CO 236228 424746 BERKSHIRE HATHAWAY 329986 610200 MICROSOFT CORP. 368238 1072680 CHARLES SCHWAB CORP 269330 552675 TRUST FINANCIAL CORP 0 0 IBM CORP 275383 363195 SOLVENTUM CORP 47846 52880 EQUITY RESIDENTIAL FMV 0 0 AB GLOBAL MONEY MKT AT COST 1391896 1391896 LEGAL FEES 7934 7934 OFFICE EXPENSE 5924 2962 2962 INSURANCE - OFFICE 372 186 186 INSURANCE - TRUSTEES 1754 877 877 MEMBERSHIP EXPENSE 815 815 DEPARTMENT OF JUSTICE 100 100 BANK FEES 95 95 EXCISE TAXES PAID 14697