2024-11-11T10:56:40-08:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 946080975 William and Alice Hinckley Fund WILL 4157764580 44 Montgomery Street 1305 San Francisco CA 94104 Matthew Anderson Trustee 2024-11-11 false true Antonio Tellez Jr P01716904 4159830200 2023 2024-10-15 13:58:12Z X 3040800 X X 72410 72410 87863 1189626 87863 160273 160273 22124 22124 50 50 22174 22124 50 133150 133150 155324 22124 133200 4949 138149 139938 156697 156697 72404 251210 251210 1537151 1391221 1391221 297032 379163 379163 824261 862509 862509 2870786 3040800 3040800 0 X 2870786 3040800 2870786 3040800 2870786 3040800 2870786 4949 165065 3040800 3040800 Sales of Publicly Traded Securities P 2012-12-12 2023-12-12 1189626 1101763 87863 87863 87863 1920 1920 1920 1791 1791 X 129 0 false false false false false false false true true CA true false false false false true N/A Matthew A Anderson 4157764580 44 Montgomery Street 1305 San Francisco CA 94104 false false false false false false false false false false false false false false false true false false false false false false false David Jones 44 Montgomery Street 1305 San Francisco CA 94104 Trustee 1.00 0 Reverend Vanessa Rush Southern 44 Montgomery Street 1305 San Francisco CA 94104 Trustee 1.00 0 Lucy Smith 44 Montgomery Street 1305 San Francisco CA 94104 Secretary 1.00 0 Stephanie Gowin 44 Montgomery Street 1305 San Francisco CA 94104 Trustee 1.00 0 Carrie Steere Salazar 44 Montgomery Street 1305 San Francisco CA 94104 Trustee 1.00 0 Galen Workman 44 Montgomery Street 1305 San Francisco CA 94104 Vice President 1.00 0 Linda Enger 44 Montgomery Street 1305 San Francisco CA 94104 President 1.00 0 Howard Oringer 44 Montgomery Street 1305 San Francisco CA 94104 Trustee 1.00 0 Matthew Anderson 44 Montgomery Street 1305 San Francisco CA 94104 Treasurer 1.00 0 NONE NONE 2793517 138809 0 2932326 0 2932326 43985 2888341 144417 144417 1920 1920 142497 142497 142497 133200 133200 142497 57675 10319 67994 133200 0 133200 9297 9297 58697 0 58697 48378 10319 First Unitarian Universalist SF 1187 Franklin Street San Francisco CA 94109 4157764580 There is no specific form for grant submission. A letter to Galen Workman is sufficient, additional information if needed may be requested from the applicant. Scholarship application forms are mailed in early February in response to letters of inquiry received by Board members at the above address. Scholarships are awarded during the summer, 50% of the award is disbursed in August and the remaining 50% is made at the end of the year, contingent on evidence of satisfactory educational progress. Grants January 31 Scholarships March 31 Grants are restricted to non-profit organizations engaged in fostering religion, learning and charity to the poor. Scholarships are restricted to graduate level students training for work in the helping professions. First Unitarian Universalist Church 1187 Franklin St San Francisco CA 94109 N/A PC General Support 59400 Starr King School 2441 Le Conte Avenue Berkeley CA 94709 N/A PC General Support 25000 Faithful Fools 234 Hyde St San Francisco CA 94102 N/A PC General Support 15000 Scholarship Recipient 1187 Franklin Street San Francisco CA 94109 None I Scholarship 2250 Scholarship Recipient 1187 Franklin Street San Francisco CA 94109 None I Scholarship 7562 Scholarship Recipient 1187 Franklin Street San Francisco CA 94109 None I Scholarship 2250 Scholarship Recipient 1187 Franklin Street San Francisco CA 94109 None I Scholarship 7563 Scholarship Recipient 1187 Franklin Street San Francisco CA 94109 None I Scholarship 2250 Scholarship Recipient 1187 Franklin Street San Francisco CA 94109 None I Scholarship 5313 Scholarship Recipient 1187 Franklin Street San Francisco CA 94109 None I Scholarship 5312 Kids Change of California 44 Montgomery Street San Francisco CA 94104 N/A PC General Support 1250 133150 14 72410 18 87863 160273 160273 false false false false false false false false false false Morgan Stanley 6.875% 20016 20016 Motorola Solutions 4.00% 29587 29587 JP Morgan Chase 3.65% 36650 36650 The Charles Schwab 4% 17640 17640 Autonation Inc 3.5% 1957 1957 First American 4.600% 988 988 Canadian Natural 3.9% 1966 1966 Gilead Sciences 3.5% 2953 2953 Oracle Corp 2.95% 2913 2913 Stryker Corp 1.15% 2837 2837 Hewlett Packard 4.9% 29846 29846 Corts Trust FO 8.2% 15994 15994 American Express 3.55% 34100 34100 CITIGROUP INC 4.15% 34050 34050 Kroger Co 4% 1997 1997 Boa 7.25% 30132 30132 Toyota Motor Co 5.275% 50855 50855 FedEx Corp 3.4% 23892 23892 Lennox Intl 5.5% 25628 25628 The Goldman 6.375% PFD 15162 15162 Accrued Dividends Johnson & Johnson 78370 78370 Mcdonalds Corp 66715 66715 Microsoft Corp 150416 150416 Accenture PLC 70182 70182 3M Company 32796 32796 Wells Fargo Bank R 20072 20072 Walt Disney Co 40630 40630 Auto Data Processing 69891 69891 Costco Wholesale Co 115514 115514 Medtronic PLC 37071 37071 Nexterra Energy 48592 48592 Verizon Communication 39208 39208 Zimmer Biomet Hldgs 30425 30425 Alphabet Inc 97783 97783 Apple 77012 77012 Visa Inc 52070 52070 Caterpillar Inc 44350 44350 CHS Inc 12766 12766 Citigroup IN 897 897 Home Depot 69310 69310 Lilly Eli & Co 72865 72865 Pepsico 33968 33968 Pfizer Inc 43185 43185 Roper Technologies 21807 21807 US Bancorp 34624 34624 Union Pacific Corp 30702 30702 251210 251210 Ishares Tips FMV 38804 38804 Vanguard FTSE Pacific FMV 13614 13614 Vanguard Total Stock MKT FMV 24196 24196 Vanguard FTSE Developed FMV 65671 65671 Ishares 1-3 Year, FMV 25678 25678 Vanguard FTSE Europe FMV 44685 44685 Energy Select Sector FMV 17271 17271 Ishares Core MSCI FMV 19676 19676 Ishares Core S&P Small FMV 17428 17428 Ishares Core 1-5 Year FMV 32769 32769 Ishares Gold ETF FMV 38913 38913 Ishares ETF GSCI FMV 22287 22287 SPDR S&P 500 ETF FMV 61790 61790 Vangaurd High Dividend FMV 30842 30842 SPDR S&P Global Nat FMV 14276 14276 Ishares Short Treasury FMV 57900 57900 Ishares Core 3-7 Year Trery FMV 38419 38419 Communicat Svs Slct Sec FMV 22597 22597 Ishares Core MSCI FMV 35349 35349 Select Sector Health FMV 38459 38459 SPDR Fund Consumer FMV 17702 17702 SPDR Fund Consumer FMV 20889 20889 SPDR Fund Materials FMV 10436 10436 Technology Select Sector FMV 62556 62556 Vanguard Scottsdale Fds FMV 90302 90302 Filing Fees 50 50 Investment Management Fees 22124 22124 0 0